Professional Experience
Stenton Leigh Group, Inc.
1989 to
present - President
Full
service financial advisory company with merchant banking
capability. Activities include advising on mergers,
acquisitions, divestitures, public offerings, performing
business valuations and fairness opinions, and implementing
turnarounds, in addition to making select principal
investments. Also, act as Director and Officer to various
private and public companies.
JW
Charles Group, Inc.
1987 to
1989 - Chief Executive Officer
This
Company was a holding company which included a 200 person New
York Stock Exchange securities brokerage company (JW Charles
Securities, Inc.) an investment banking company (JW Charles
Capital Corp.), a 200 person real estate brokerage company (JW
Charles Realty, Inc.), a mortgage insurance company, a
residential development company, combined annual gross
transactions of over $1.75 billion.
As CEO,
a major restructuring was performed which involved selling
core businesses, reducing staff, closing offices and enhancing
revenues.
JW
Charles Capital Corp.
1986 to
1989 - President
Commenced employment to establish a full service Investment
Banking group providing acquisition, divestiture, valuation,
corporate finance and financial restructuring services, and
continued to oversee this area after becoming CEO of JW
Charles Group in 1987.
The
Royal Bank of Canada
1983 to
1986 - Manager: Mergers & Acquisitions - Merchant Banking
(Canada)
Commenced employment as Assistant Manager and was promoted to
Manager in early 1985 as a result of achievements and the
comprehensive nature of duties performed. Instrumental in
establishing The Royal Bank's Canadian M&A Group by applying
professional and technical M&A expertise not previously
available in this newly formed department.
As
Manager, responsible for conducting and directing all aspects
of M&A assignment including acquisitions, divestitures,
valuations, financing, leveraged buyouts, strategic planning,
etc., for assignments in numerous industries with transaction
values ranging from millions to billions of dollars, and being
both domestic and international in nature.
Ernst &
Young (formerly Clarkson Gordon)
1980 to
1983 - Manager: Mergers and Acquisitions Services
Commenced employment as Senior Staff Member and was promoted
to Manager in June, 1981 in recognition of outstanding
performance. This included handling numerous high profile
mergers and acquisitions and business valuations assignments.
Part of
the founding team of Clarkson Gordon/Woods, Gordon Mergers and
Acquisitions Services Group. Responsible for conducting and
directing all aspects of business valuation acquisitions,
divestitures, financing and Foreign Investment Review Act
assignments in various industries, including: oil & gas;
manufacturing; securities brokerage; and high technology.
KPMG
Peat Marwick (formerly Thorne Riddell and Co.)
1976 to
1979 - Audit Senior Accountant
Responsible for the completion of all aspects of audits in a
diverse number of industries. Given special assignment to the
Bankruptcy & Insolvency Department receiving exposure to a
large variety of clients and receivership and insolvency
matters.
-
2003
Certified Public Accountant (CPA)
-
1995
National Association of Certified Valuators
-
1989
National Association of Real Estate Appraisers (RPM)
-
1989
Certified Real Estate Appraiser (CREA)
-
1989
Florida Real Estate Commission Salesman's License
-
1987
The Institute of Business Appraisers, Inc., Member (IBA)
-
1987
Securities Licenses: (Inactive
-
Series
7 - General license
-
Series
63 - State license
-
Series
24 - General principal
-
1987
American Society of Appraisers
-
Senior
Member of American Society of Appraisers
-
Business
Valuations (ASA)
-
1985
York University, Fellow Canadian Institute of Chartered
Bankers (FICB)
-
1983
University of Toronto, Member Canadian Association of
Chartered Business Valuators (CBV)
-
1980
York University, Masters in Business Administration (MBA)
-
Major in
International Finance, with Distinction
-
1978
Canadian Chartered Accountant Member in Ontario and Quebec
(CA)
-
1977
McGill University, Graduate Diploma in Public Accounting (DPA)
-
1976
Concordia University, Bachelor of Commerce (B. Comm.)
-
Honors
in Accountancy, with Distinction Gold Medal in Accountancy
-
Program
completed on full tuition scholarship on accelerated basis.
-
1974
Vanier College, Diploma in Business (CEGEP), Scholarship
Winner
-
The
National Center for Employee Ownership - Consultant Member
-
The ESOP
Association
-
Presidential Business Commission - State of Florida
(Congressional Committee)
-
Honorary
Chairman - Republican Party Business Advisory Council
-
International Association of Consultants, Valuers and Analysts
(IACVA)
-
Cenetec,
LLC Board of Advisors
-
Fleet
Bank - Director on Florida Advisory Board
-
National
Association of Certified Valuators
-
Young
Presidents' Organization
-
Chairman, International Mergers & Acquisitions Forum, Young
Presidents’
Organization
-
Association for Corporate Growth
-
International Business Brokers Association
-
Florida
Business Brokers Association
-
American
Society of Appraisers
-
The
Institute of Business Appraiser
-
Florida
Real Estate Association
-
York
University Alumni
-
Concordia University Alumni
-
McGill
University Alumni
-
University of Toronto Alumni
-
Institute of Canadian Bankers
-
Boca
Raton Golf Club & Resort
-
National
Association of Securities Dealers (NASD) - Membership
Committee - Former Member
-
Treasurer and Board Member of Charitable and Religious
Institutions
