Managerial Advisors
Financial Services - , ,
Managerial Advisors Employees
Managerial Advisors Details
Investor • Partner • COO2009 – PresentGreater New York City AreaSpearhead investment strategy, asset management, and operations for an entrepreneurial PE investment firm with a portfolio of commercial real estate and business investments ranging from manufacturing to multilocation retail & hospitality. Serve as a strategic consultant to SMBs and startups by developing business plans and growth & transformation strategies.✔ Optimize decision-making and ROI by developing pro forma cash flow projections and valuations for diverse real property investment opportunities (industrial, office, retail, land development).✔ Develop short- and long-term financial targets and strategies to maximize profitability by analyzing external business conditions, commodity prices, and customer/consumer & competitor trends to forecast potential business impact.✔ Raised capital financing. Built and nurtured relationships with investors and banks.✔ Led $4M+ in product acquisitions/divestitures via due diligence, structuring, lease negotiation, & document formation.✔ Drove turnarounds of 4 distressed businesses and a 66%+ revenue increase by serving as COO to optimize economies of scale. Created business plans. Implemented technologies & processes to reduce cost, elevate customer satisfaction, and generate sales. Efforts included digitalization (CRM, POS, and accounting systems), equipment upgrades, and social media & digital marketing:➤ Optimized 30,000+ SF of commercial real estate by increasing both property & business value.➤ Transformed a 24/7 retail restaurant + bakery from bankruptcy to profitability within 1 year.➤ Grew sales 60% (to $3.2M) for a wine & liquor retailer by managing costs, optimizing purchasing, social media, and e-commerce.➤ Improved productivity 50% for a longstanding car wash.➤ Created pricing strategy that increased gross margin 8% by conducting cost variance analyses.➤ Completed 2 successful divestitures of businesses and p
