SVP CFO & GC at iLinc
Houston, Texas Area
SVP CFO & GC at iLinc
Houston, Texas Area
Chief Financial Officer (CPA) and General Counsel combining public company experience and M&A prowess providing abilities beyond traditional CFO role. Results oriented executive with proven track record of crafting and implementing strategic plans in changing market conditions. Proven manager possessing strong communication, presentation and interpersonal skills with owner/employee work ethic.
> 5 + years as Chief Financial Officer of public company
> 7 + years as General Counsel
> 22 + years as lawyer representing clients
> Competent management of SEC compliance and reporting
> Successful capital formation using debt and equity from public and private markets
> Timely budgeting and forecasting driving strategic thinking and tactical execution
> Extensive merger and acquisition experience with ability to plan, identify, negotiate, diligence, close and integrate
> Cost effective management of IT staff and resources in software industry
> Careful supervision of human resources, treasury, and tax functions
> Knowledgeable supervision of external legal staff
> CPA / JD with software and technology background
* Mergers and acqusitions
* Public and private financing
* Strategic planning and implementation
* Investor and Board communication
(Public Company; ILC; Internet industry)
2004 — Present (5 years )
(Public Company; ILC; Internet industry)
2000 — Present (9 years )
o Co-managed $20 Million IPO & simultaneous merger with 50 businesses, including participation in IPO road show.
o Assisted firms $5 Million Convertible Debt Offering used for acquisitions.
o Negotiated and closed multiple strategic transactions, with both public and private entities with combination of stock, cash, notes and earn-out.
o Collected over $12 Million in delinquent fees, coordinated the resolution of disputes between company, customers, and vendors, and managed a 10 case rotational litigation docket.
o Hired and coordinated outside counsel, in multiple states
o Dafted a variety of agreements with suppliers and customers including domestic and foreign software licensing agreements, real estate leases (over 50 locations in 18 states) and reseller agreements.
o Protected intellectual property rights through the drafting and filing of applications with USTPO and prosecution of trademark infringement claims and cyber-squatting claims.
(Internet industry)
March 1998 — 2000 (2 years )
o Identified, valued, negotiated and closed over 100 separate small business acquisitions with individual revenues between $1mm and $5mm that represented over $75mm in gross aggregate revenues.
o Identified, valued, negotiated and closed acquisition by merger of one public company and five private technology companies with proforma revenues exceeding $25 Million.
o Provided corporate strategic planning to senior leadership team and board.
(Privately Held; 1-10 employees; Law Practice industry)
August 1987 — March 1998 (10 years 8 months)
Shareholder and principal attorney of a general practice law firm in Houston, Texas concentrating on business and consumer litigation; retirement plan qualification and administration; and business mergers, acquisitions and valuations.
(Privately Held; 11-50 employees; Banking industry)
August 1980 — July 1987 (7 years )
As a Registered Representative under the Investment Advisory Act of 1940, managed stock and bond portfolios by performing and supervising stock and mutual fund position trades for client's portfolios. Performed and supervised accounting functions related to client portfolios. Processed quarterly reporting to clients including dividend, interest, realized, and unrealized equity positions. Performed and supervised all internal accounting functions of the firm. Officer in charge of all compliance with, and reporting to, the Securities and Exchange Commission and Texas State Securities Board.
JD , Law , 1984 — 1987
BBA , Accounting , 1980 — 1984
- Texas Society of Certified Public Accountants
- Texas Bar Association
- Association for Corporate Growth – Houston Chapter
- National Association of Corporate Directors
- Director and President-Elect Tealwood Homeowners Assoc
- Former Member - West Houston Rotary Club (Past President 1991-92)
- Former Member - Texas Medical Disclosure Panel
- Former Member - American Society of Pension Actuaries, APM