Demonstrated Achievements

• In 2021, in anticipation of a transaction /recap, Robert took a 1% organic growth ecosystem to 9%. Restructured the entire marketing communications function to add tech-enabled lead generation and distribution capabilities, reprioritized objectives, and retained superior advisory talent. Trailing 12-month organic growth results went from less than1% to 9% in six months enabling sale in excess of target valuation.
• Orchestrated multiple business unit consolidations and restructurings, resulting in realized efficiencies of more than $5MM annually for four consecutive years while maintaining target client retention profiles and ensuring succession planning for all business units and individual client portfolios.
• Through the creation and deployment of operational excellence initiatives, achieved "excess" annualized EBITDA of more than $23MM into a recapitalization event valuing the business at19x+ EBITDA, contributing more than $440MM in additional enterprise value.
• Negotiated financial enhancement considerations with multiple significant trading partners (wholesale and retail) generating incremental revenue gain of more than $2MM in the first annual period and increasing in scale during subsequent periods. Increased revenue at nearly 100% margin, straight impact to earnings.