Overview
Greg has more than 30 years of experience auditing closely-held companies including manufacturing, construction and private equity funds. He also has over 25 years of assisting clients with transaction advisory services, including quality of earnings for both sell and buy side transactions. He as extensive experience working with private equity/family office owned portfolio companies. He also has 4 years of experience as a Chief Financial Officer (CFO) for portfolio companies owned by private equity/family offices.
- Experience in providing accounting and transaction structuring advice for leveraged recapitalizations, purchase accounting, assessing quality of earnings, and GAAP accounting
- Led quality of earning projects for private equity, venture capital funds and other investors, primarily in manufacturing, professional services firms, constructiond and food and agriculture industries
- Experience with critiquing financial models and reviewing target companies' financial performance to identify cost reductions and/or operating efficiencies
- Worked with management teams of private equity-backed portfolio companies to complete add-on acquisitions and platform investments
- Audit and accounting services for closely held clients
- Serves as engagement principal on several large manufacturers and contractors
Education
- Bachelor of business and administration in accounting Michigan State University
- American Institute of Certified Public Accountants
- Certified Public Accountant in the state of Ohio
- Ohio Society of Certified Public Accountants
In the community
Make-A-Wish past regional board member