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Richard S. Z.
Clear Lake Shores, TX
Senior Financial Professional
with expertise in mergers and acquisitions, bank and capital markets
financings and financial forecasting. Proven track record in sourcing,
evaluating, negotiating, and executing successful investments and transactions
as a principal. Extensive experience in FP&A, including analyses
of transaction effects. Hardworking, mature selfstarter comfortable
leading teams in an entrepreneurial, autonomous environment. Excellent
written, verbal and interpersonal skills. Organized and attentive
to details and objectives.
– Madison, WI
Senior Project Manager
Newly created position
in the Development Services Group. Led teams of engineers and
consultants in completing various projects including resource assessment,
power generation modeling, layouts, transmission planning, permitting,
and market assessments.
Developed an extensive network
of contacts to form an opportunity database in the renewable energy
industry despite being new to the industry at the inception of this
Developed new and unique analytical
methodology to optimize returns to investors/owners rather than maximizing
project size in response to a client request.
Utilized industry contacts
to perform business development activities that resulted in two bidding
opportunities, a MW/$MM wind energy project, and a $B transmission
Southcap Farms, Llc – Hereford, TX
operations on large commercial farming/ranching operation in West Texas.
Continue to work closely with equal partner in key decision making.
Activities included risk management, finances, regulatory compliance.
Led efforts to acquire large
commercial farming/ranching operation in West Texas resulting in successful
acquisition on opportunistic basis % of market value.
Created innovative financing
structure for the acquisition due to unexpected circumstances near closing
resulting in reduced equity investment necessary to complete the acquisition.
Managed financing and operations
to ensure substantial and stable returns to owners in all circumstances
of over % annual ROI since acquisition.
Ensured governmental compliance
despite changing regulations thereby eliminating substantial penalties
Significant role in the formation
of two landowner groups resulting in successful completion of wind energy
development projects totaling over K acres.
Generated incremental profits
of % of annual cash flow by maintaining awareness of temporary changes
to government programs.
Richard S. Z. Page Two
Blyth, Inc./Ropart Group – Greenwich, CT
opportunities for large, publicly held manufacturing company.
Performed due diligence, analyses, deal structuring, offer
letters, negotiations, and executions. Reported directly to the
Led successful Initial Public
Offering of the Company’s common stock, managed followon secondary
offering, numerous bank credit facilities totaling over $MM.
Completed five successful
acquisitions totaling over $MM resulting in substantial accretion
to the Company’s earnings.
Initiated strategic planning
process including long range financial forecasting resulting in identification
of significant capital needs, capacity constraints, and vulnerability
to a key supplier.
Completed six successful private
equity transactions resulting in substantial gains to investors.
Served as GP/Director in each transaction.
Equitable Capital Management
– New York, NY
Senior Investment Manager
Member of deal team
working for firm that invested approximately $B of Equitable Life’s
nonrealestate investment portfolio. Activities included research,
analysis, due diligence, negotiation, and execution of numerous investment
grade private placement transactions and noninvestment grade, high
Led in the analysis, research,
structuring, negotiation and execution of over $MM of private placement
transactions and over $MM of leveraged buyout/investment fund investments
to achieve investment directive of parent company.
Selected to lead efforts in
debt and equity investment program in the energy sector.
Led successful workouts of
two troubled leveraged buyout investments resulting in one company’s
debt restructured to enable it to operate effectively, and the other
in the sale to an industry leader on advantageous terms to investors.
Total transaction size of approximately $MM.
Finance, University of Rochester Rochester, NY
Agricultural Economics, University of Missouri Columbia, MO