Tag: corporate finance

Mastering Capital Markets: Lessons from Structuring $10 Billion in Debt

Mastering capital markets isn’t about chasing the biggest deals, but about building the systems, relationships, and discipline that make those deals possible. From structuring $10 billion in debt, I’ve learned that credibility matters more than polish, strong lender relationships outlast any term sheet, and flexibility often outweighs price. Technology and process are no longer optional—they’re essential to scaling efficiently—and discipline in both growth and de-leveraging is what preserves trust when conditions shift. For executives and finance leaders, the true competitive advantage lies not just in raising capital, but in creating the foundation for sustainable growth.

Fady Mansour, CPA, CA: Transforming Complexity into Sustainable Success

I am proud to share my executive biography, which highlights my journey across finance, corporate strategy, and board leadership over the past three decades. My career has taken me from auditing at KPMG to leading billion-dollar transactions at CN Rail and CDPQ, to executive roles at Loop Industries and Energy Transportation Group. Along the way, I’ve had the privilege of serving on multiple boards and guiding organizations through growth, transformation, and innovation.

Lori A. Llewellyn: Driving Growth, Empowering People, and Building Lasting Financial Strength

I am excited to share my professional biography, which reflects my journey as a finance executive across biotech, healthcare, and global life sciences. Over the past 30 years, I’ve had the privilege of leading organizations through growth, acquisitions, and transformation, always with a focus on strategy, integrity, and people.

Thomas D. Schubert, CPA: Transforming Financial Insight into Sustainable Growth and Community Impact

After over four decades of leadership experience across finance, operations, and strategy, I am proud to share my professional biography. My journey has taken me from launching IPOs to driving multimillion-dollar growth initiatives, and from building high-performing teams to serving on nonprofit and university boards. I remain passionate about making impactful contributions to organizations while giving back to the community.

Martin Kostuik, B.Sc., MBA: Transforming Vision into Value through Strategic Leadership, Global Insight, and Unwavering Integrity

I am excited to share my professional biography, which reflects over twenty-five years of global executive leadership, board service, and strategic growth experience. From leading major capital projects and international operations to serving on boards and advisory roles, my journey has been shaped by resilience, innovation, and the pursuit of excellence. I am now eager to expand my impact across new industries beyond natural resources, bringing fresh perspective and proven leadership to organizations seeking growth.

William Quick

I'm excited to share a bit more about my professional journey and the value I aim to bring to businesses and boards alike. With over three decades of experience in corporate finance, venture capital, real estate, and compliance, I’ve had the opportunity to help many companies grow with strategic legal guidance. Here is my biography.

Karen Sterling: A PhD Biochemist and Chartered Financial Analyst with Extensive Boardroom Experience

I'm honored to share my executive biography, which reflects the journey I've taken across life sciences, strategic finance, and organizational leadership. My goal has always been to create value at the intersection of innovation and strategy, whether in research, investment, or governance. Here is my biography.

Ryan Satterfield: Guided by Experience, Grounded in Service, Driven by Impact

I'm honored to share a new milestone in my professional journey. As a semi-retired executive with a background in finance, tech, security, and M&A, my passion lies in helping companies grow, solve complex problems, and make smarter decisions—especially in advisory and board capacities. I'm also a proud Army veteran dedicated to service and purpose-driven work. Here is my biography.

EDWARD H. ADLER: IMPROVING PROFITABILITY, ELEVATING MANUFACTURING

After more than three decades as a financial consultant, I’m proud to share the story of my career journey—one that spans global markets, capital project evaluations, and an unwavering mission to strengthen American manufacturing. From Fortune 500 consulting to public speaking, I’ve learned that strategic finance can be a powerful force for transformation. Here is my biography.

David Berliner: A Nationally Respected Authority in Turnaround, Restructuring, and Financial Advisory Services

With more than three decades of high-stakes experience in turnaround, restructuring, and bankruptcy advisory, David E. Berliner, MBA, has established himself as a respected...

Anjan Thakor: Accomplished Financial Strategist, Academic Leader, and Board Advisor

Anjan Thakor is a globally recognized executive, academic, and advisor with over 40 years of experience shaping strategy, governance, and financial leadership across industries and continents. Known for blending deep academic insight with real-world impact, Anjan has guided financial institutions, manufacturing firms, and global boards through transformative growth and critical decisions. His expertise spans commercial banking, M&A, corporate finance, and organizational culture, making him a sought-after partner for executives navigating complexity and change. With a legacy of thought leadership and a passion for mentoring, Anjan is now seeking board opportunities where his insight, integrity, and global perspective can help organizations thrive.

Gene McKenzie: Executive Leadership

After more than 40 years leading financial operations, strategic planning, and business transformation across industries—from public accounting to consumer lending—I remain passionate about contributing at the board level and engaging with like-minded leaders. I’ve captured the highlights of my professional journey, values, and expertise in the executive biography below.

Jay Gaudet: Visionary Finance Leader Bridging Capital, Community, and Wellness

I'm excited to share a deeper look into my journey across finance, wellness innovation, and strategic leadership. From global engagements to affordable housing advocacy, my passion lies in driving purposeful growth while empowering people and organizations alike. Here is my biography.

Brandon E. Gillig, CFA | Strategic Financial Leader | Operational Excellence Advocate | Board Advisor

Brandon E. Gillig, CFA, is a results-driven financial executive with over a decade of experience leading operational turnarounds, M&A integrations, and profitability enhancement initiatives across industries such as manufacturing, logistics, and banking. Known for his strategic mindset and analytical precision, Brandon pairs deep financial expertise with hands-on leadership to drive measurable business outcomes. A skilled communicator and public speaker, he has shared insights at Salesforce AI events, manufacturing forums, and academic institutions, while also serving as an advisory board member for a Georgia-based enterprise. Brandon brings a balanced approach of integrity, insight, and execution to every organization he supports.

Anouar Louziri: Navigating Global Finance with Precision, Integrity, and Vision

I’m excited to share my executive biography, which captures the journey I’ve taken across global finance—from my early roles in banking and risk analysis to leading treasury and CFO functions in complex, multicultural environments. With a passion for optimizing financial performance and building strategic resilience, I continue to pursue opportunities where I can drive meaningful impact.

Jeff Perea: Strategic Financial Restructuring Executive with Deep Expertise in Turnarounds and Distressed Advisory

I’m a restructuring and turnaround professional with over 20 years of experience helping companies navigate financial challenges, both in and out of bankruptcy. My background spans consulting, interim leadership, and strategic advisory roles across a range of industries—from gaming and healthcare to manufacturing and consumer goods. I’m passionate about creating practical solutions that maximize value and bring stability to complex situations. With an MBA from UCLA, a CPA license, and certifications including CIRA and Six Sigma, I bring both analytical rigor and collaborative leadership to every engagement.