Chuck has led several sell-side and buy-side M&A transactions more than $1B, and has successfully raised capital, restructured and re-engineered numerous transactions over the last 15 years. Chuck has served as a senior finance and operational executive in real estate development and management, manufacturing and distribution, financial services, and communications firms during his career. He has also held positions of Chief Financial Officer and Executive Vice President of Finance of established and emerging-growth companies, international and domestic in scope. He has worked with SAP, Oracle, Great Plains, QuickBooks, Dynamics, and other ERP/Reporting packages.


  • Considerable capital and debt restructuring experience with vendor relationship migration and successful turnaround
  • Major public Pharma transaction management coordinating all functional transition activity from seller to buyer pre-close to post-close
  • Planning and support of dermatology and dental merger and acquisition strategies and quality of earnings reviews
  • IT system migrations and component integration including data mining and analysis with operational alignment
  • Divisional carve out planning, design, marketing, and successful transaction completion
  • EBITDA improvement planning and execution
  • Stakeholder alignment and communications

Professional Experience

  • Principal Executive Advisor – Warbird Consulting Partners
  • Director and Senior CFO Advisor – Paradigm Advisory
  • Partner – Tatum CFO
  • EVP Finance and Operations – City Centre Properties
  • Vice President and CFO – Hettich America LP
  • Vice President and CFO – TML Advertising and Buntin Group
  • Tax Manager – Ernst & Young

Professional Accomplishments

CFO for two national development, leasing, and management companies with specialty in office, retail, residential and hospitality focusing on capital sources, execution, operations, and cash management

Interim EVP Finance for a multinational marina development and management group with more than $1B in transactions in the US, Caribbean, Mexico, Europe, and Dubai focusing on systems integration, operating reporting and efficiency and debt restructuring

Chief Financial Officer and Vice President of North America for independently operated subsidiary of Hettich International, the world’s largest supplier of furniture hardware with global sales more than $600 million

Served as interim US CFO of a Dupont carve-out by a private European group and lead the initial staffing, SAP system integration and audit completion until a steady team was established

Managed the office of the CFO for a family-owned third generation troubled oil and gas enterprise while selling an operating line to a strategic investor, liquidating an unprofitable division, and restructuring the remaining enterprise for future growth in the sector for the next generation

Organized the office of the CFO of an international roll up of refrigerated warehouse operations in the US and Europe funded by private equity and oversaw the consolidated reporting process

Led the separation planning and transition services agreement of a $1B carve out of a European pharma enterprise through the sales process and closing

Interim US CFO for a carve out of the third largest merchant acquiring card processing company in the US during its acquisition from RBS to PE firms, Bain, and Advent, involving all systems, personnel, reporting, cash flow, and budget design and implementation

Led negotiations and restructurings on long-term vendor contracts more than $750M with construction contractors, real estate and hospitality management firms, IT systems vendors, suppliers, and media companies, which led to significant savings

Chief Financial Officer and Vice President of two major regional advertising and communications firm