Mike McCarthy

Experience

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  Cincom Systems

  Jan 1986 - Jan 1989

  Programmer, Financial Systems
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  Philip Morris International

  Jan 1989 - Jan 1994

  Corporate Auditor
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  Kraft Heinz

  Jan 1994 - Jan 1995

  Senior Financial Analyst
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  Samsung Electronics

  Jan 1995 - Jan 1998

  Sales Finance Manager
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  Citi

  Jan 1998 - Jan 2003

  Vice President, Priority Capital Services

  Marketed and negotiated the sale of privately-held companies ranging from $10MM to $100MM in a wide variety of industries, including business services, technology, manufacturing, food service, distribution and retail. Responsible for detailed financial modeling and analyses, preparation and distribution of all marketing documents and coordination of marketing campaigns, buyer contact and on-site visits. Negotiated Letters Of Intent, facilitated due diligence and coordinated the closing process. Show less

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  McGladrey Capital Markets

  Jan 2003 - Jan 2004

  Vice President, M&A Valuations

  Executed sell-side private middle-market M&A and corporate finance advisory engagements. Deal sizes ranged from $1MM to $50MM. Managed 20 financial professionals, with departmental P&L responsibility. Responsible for controlling workflow and all client service. Approved all financial analyses and modeling, including value conclusions plus all marketing materials.

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  Haneline Products Co

  Jan 2004 - Jan 2009

  Director Of Operations

  Manufacturer of automotive electronics, instrumentation, gauges and related aftermarket products.Implemented new production procedures resulting in significant improvements: increased revenue and gross margin, reduced defective product rate. Moved operations to a new facility, redesigned manufacturing workflow and plant floor layout to maximize efficiency and reduce costs.Responsible for quality control, technical support and customer service.Created sales and marketing programs with channel partners (distributors, dealers).Maintained existing/developed new distribution relationships, negotiating all sales contracts.Designed new products, winning the Hot Rod and Restoration Best New Product award in 2009. Show less

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  Strategic Transition Partners

  Jan 2009 - Jan 2011

  Vice President

  Consulting firm focused on exit strategy planning for family-owned businesses.

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  Keystone Capital Markets

  Jan 2011 - now

  Senior Vice President

  Keystone is a boutique investment bank serving mid-sized clients on special projects such as mergers and acquisitions, institutional capital raises, long term exit planning and other advisory services.Advisor to closely-held middle market enterprises, executing M&A strategies tailored specifically to client objectives and expectations. • Create marketing materials and execute transition plans, managing each stage of the transaction, including conducting all marketing efforts, identifying and screening prospects, negotiating LOIs and optimizing deal structure to maximize client proceeds.• Facilitate due diligence and manage all professionals on the team to ensure a smooth transaction, overseeing creation of purchase documents and successfully close the deal.• Assist in post-transaction integration using a unique entrepreneurial perspective to relate to business owners, their exit goals and the unique challenges of merging entities.• Extensive experience advising manufacturers, distributors, alternative energy providers, financial services companies, health care and fitness product designers, retailers and IT systems developers.• Develop transition plans utilizing technical financial experience and marketing expertise. These detailed plans include complex financial modeling, corporate valuations (DCF, comps, etc.) and recommendations to achieve client goals. Show less