Adam Tauzel
MANAGING DIRECTOR OF CLIENT SERVICES
- 20+ Years of Experience Increasing Value
in small to large companies across the entire business life cycle, from acquisitions to turnarounds.
- Short- and Long-Range Strategic & Financial Planning
including budgeting and forecasting as well as preparation for potential acquisitions
- Results Driven Operator
developing and executing key initiatives including growth strategies, cost reduction, cash management, and variance analysis
ROLES
- Provide short & long-term planning, budgeting, and analysis
- Implemented finance and accounting processes and controls
- Managed corporate strategy and strategic initiatives
- Provided finance related services to CFO’s and their finance organizations
- Managed transformation improvements in finance strategy, process, and organization
- Assisted organizations in pre-deal assessment, spinoff readiness, and post-merger integration
- Provided liquidity analysis and cash management services
- Oversaw 13-week cash flow forecast for distress companies
- Managed expense review and reduction implementations
PROJECTS
- Preparation of Day 1 and post-merger integration
- Services included risk mitigation of all finance related activities for a seamless merger, negotiation of transition service agreements
- Managed synergies identification and implementation
- Global FP&A process transformation design and implementation
- Developed a future operating model roadmap
- Streamlined management reporting, and the improvement of various business processes
- Served as interim management of biodiesel refinery
- Developed both the external and internal financial reporting packages and processes
- Instituted inventory management procedures and performed the day-to-day treasury role
- Led finance separation of divested business segments
- Implemented a significant reduction in run-rate costs
- Performed process and operating model transformation
- Served as financial advisor to the 29 member revolving credit facility lending group
- Analyzed historical financial performance, current liquidity and cash management, borrowing base and financial projections for refinancing purposes
- Engaged as advisor by the lending group of multiple midstream companies,
- Analyzed financial performance, general business plan and operations of the company as a part of bankruptcy and go forward lending capacity
