Magnolia, Texas 77355 lp3a8c68@westpost.net PROFESSIONAL PROFILE A highly effective Senior Management Professional with a proven record of growth and success building businesses into highly profitable operations. A top 1% e mployee with the completion of 100's of business valuations and the successful negotiation and closing of dozens of acquisitions, joint ventures, and divestitu res ranging in value from $5-750M. Extraordinary at identifying market/business opportunities and developing the necessary strategies to leverage them to reali ze millions of dollars in recurring shareholder/owner value. Fifteen years prove n performance setting strategic direction, executing to plan, optimizing operati ons, and developing organizations to achieve unparalleled success. BACKGROUND SUMMARY More than fifteen years of Accounting, Finance and Business Development experien ce includes: Acquisitions / Divestitures Joint Venture Development Contract Negotiations Asset Optimization International Market Penetration Investment Banking Market Intelligence /Entry Business Analysis Consolidations / Restructuring Board-Level Presentations Investor / Banking Relations GAAP/IRS/SEC/DOJ/HR Regs EMPLOYMENT HISTORY Io Consulting LLC, Houston, Texas 2009 - Present Principal Business Development and other management consulting, including representing com panies in negotiating contract/acquisition/joint venture structures and terms. * Completed a $60M+ acquisition of a minority interest in a large fraud preventi on company for a consortium of major US banks. Negotiations resulted in a purch ase price $7M lower than originally budgeted. * Negotiated three large service contracts ($100M+) for two Fortune 500 companie s. Resulted in 3 year contract terms rather than 2 for an average of 10% in addi tional annual projected revenue. First Data Corporation, Houston, Texas 1999 - 2008 Vice President, Strategic Investment Group Successfully negotiated and closed dozens of acquisitions, joint ventures, dives titures, and corporate restructurings ranging in value form $5-750M. Identified market/business opportunities and developed strategies to leverage them to achi eve the goals of the global strategy of the board of directors and the executive committee. * Completed the $200M+ sale and restructuring of a subsidiary company with Bank of America, Wells Fargo, JP Morgan Chase, and Branch Banking & Trust company. C onsolidated the risk and fraud prevention of the banks with First Data, locking in five year terms for the bank payment processing contracts, realizing over a $ 20M tax savings through negotiating the final structure of the new company. * Acquired the technology, including all associated intellectual property rights , to numerous on-line and point-of- sale risk and fraud technologies for STAR De bit Network, TeleCheck, Western Union, and other subsidiaries. This includes th e "digital finger print" technology licensed to numerous on-line companies and d ebit networks today, saving millions of dollars in Internet fraud per year, as w ell as, a lucrative royalty revenue stream received by First Data. Purchased ov er 30 patents in a fraud patent portfolio of 100+ patents valued in excess of $5 00M. * Consolidated the check acceptance market for the TeleCheck subsidiary by succe ssfully negotiating the acquisition of 3 of the top 5 competitors. Acquired the assets of the third largest company in the market, International Check Services , in a bankruptcy filing for approximately a 40% discount on asset valuation and saved TeleCheck over $30M in purchase price. In addition, $7M in synergies was realized after completion through reducing operating expenses from consolidatin g operations and utilizing best practices. * Acquired the assets of a collection company with $25M in annual revenue and a superior collection system for large national accounts. Negotiated a purchase p rice $9M less than the offering price and achieved $3M in operating savings from consolidating the collection departments into existing locations. Improved the reporting capabilities of the current collection system as requested by WalMart and Home Depot, which resulted in contract renewals with both customers. * Acquired the majority ownership in the assets of a $20M company in Brazil to s upport the Latin America expansion strategy for both the Western Union and TeleC heck subsidiaries. Increased the revenue in the region by $5M annually. * Negotiated a favorable joint venture and minority ownership in the assets of a $30M Canadian point of sale equipment company. Shortened the market penetratio n time frame by over 18 months and resulted in an immediate net impact to revenu e of $3M based on projections. * Divested the assets of two discontinued business units for $9M, eliminating no n-profitable product lines, realizing a onetime tax benefit and an operating exp ense savings of $4M per year. Director, Mergers and Acquisitions Managed and negotiated several acquisitions and divestitures ranging in value fr om $5-20M. Created and evaluated new business opportunities and strategies acro ss all product lines and services. * Participated in a one-year $10M corporate strategy project, evaluating new pro ducts and potential markets. Analyzed the possibility of entering the securitie s processing market via acquisition of Bear Sterns, Prudential, Goldman Sachs, C harles Schwab, or Merrill Lynch. The result of the team analysis was to not ente r the new market due to the risk posed to the Western Union credit rating. * Named in the Top 100 employees out of ~34K by the executive committee in 2002. * Acquired the majority interest in the assets of the 3rd largest Western Union franchise in Kingston, Jamaica for $10M, strengthening the business throughout t he Caribbean. Senior Financial Analyst Conducted due diligence and prepared the financial models for various projects a nd acquisitions. * Furnished the financial analysis for a cost reduction project within the colle ctions group that resulted in a $3M annual savings. * Supplied due diligence support for the acquisition of two franchises. Prepare d the valuation models and achieved $7M in acquisition synergies and cost saving s. * Provided market and competitor research for the SVP of sales to improve the pr ofitability of both new and existing product lines. Hines Real Estate, Houston, TX 1997 - 1999 Senior Financial Accountant Managed the accounting and finance for 3M square feet of commercial real estate. Provided the financial and accounting support for offices in both Denver, CO and Houston, TX. * Prepared all of the financial statements for executive management and other pr operty owners/lessees. * Completed all of the SEC reporting for the various REIT partners. EDUCATION Master of Science Degrees in Finance, Accounting and Real Estate Bachelor of Science Degrees in Finance, Accounting and Real Estate Colorado State University, Fort Collins, Colorado