Jamie has more than 25 years of professional experience providing business, financial, operational management, and turnaround & restructuring services to distressed companies across industries including energy, manufacturing, healthcare, entertainment, industrial services, and more. He has served in numerous interim management and executive positions, acting as a financial leader and advisor to companies in both “in-court” and “out-of-court” situations.
He has been involved in numerous complex bankruptcy cases throughout his career, representing debtors, secured lenders, official committees of unsecured creditors, and official committees of equity security holders. He has has also testified on various bankruptcy matters. Prior to Harney Partners, Jamie held leadership roles at Calvetti Ferguson, LLC and Riveron RTS, LLC (formerly Conway MacKenzie, Inc.).
- Served as Plan Administrator to Oil Exploration and Production company for its Debtor affiliates; Appointed Chief Restructuring Officer prior to plan confirmation, and assisted in the development of the Chapter 11 Plan of Reorganization.
- As Financial Advisor for Oil and Gas Exploration company, oversaw daily operations of the debtor during its Chapter 11 bankruptcy case and supported the sale of the debtor’s assets under section 363 of the bankruptcy code.
- Served as debtor financial advisor in Chapter 11 bankruptcy of a publicly traded Oil Exploration & Production company. Responsible for treasury management and reporting; analyzing claims to establish cash and stock reserves at confirmation pursuant to the plan of reorganization; and prepared the flow of funds memorandum and analysis to support effective date closing.
- Served as debtor financial advisor in a
Chapter 11 bankruptcy of a multi-specialty physician clinic with 13 locations in the North Houston. Prepared operational and financial restructuring plans to maximize value of assets for the benefit of creditors while helping company maintain continuity of patient care and protect patients’ medical records. Negotiated debt relief from various creditors, including secured lenders and landlords; and assisted in preparation of bankruptcy filing including cash collateral budgets, statement of financial affairs, and schedules of assets and liabilities. - Financial advisor to owner and operator of chain of multi-modality imaging centers throughout Southern California to stabilize the company and evaluate strategic alternatives. Determined that sale transaction under Section 363 would provide the best outcome for all parties involved. Responsible for treasury management and cash flow reporting and preparation of monthly operating reports for the bankruptcy court. Negotiated settlement agreements for approximately 85 equipment leases and construction loans and provided analytical support critical to the sale process. Also served as Director of Finance post sale closing through restructuring plan confirmation.
Financial advisor to a $1.6 billion international technology leasing and reseller organization. Provided analytical support and treasury management over the final course of an out-of- court liquidation to satisfy the secured obligations of the company. Supervised daily activities of accounts payable, treasury and accounting staff, managed communication with client’s trade and other unsecured vendors and assumed all cash management duties of the business, including cash forecasting, approving and controlling all cash disbursements, and preparation of weekly bank reporting package. Negotiated forbearance agreements and maintained all communication with the agent for the bank group and their attorneys.
Served as claims administrator for multiple post-confirmation trusts where he was responsible for the post-effective date reconciliation, objection,
settlement, and distribution of general unsecured claims.
Financial advisor to the secured lenders in the workout process and subsequent Chapter 11 bankruptcy of company.
Financial Advisor to one of the largest producers of private label bottled water and water-based beverages in the United States. Prepared and maintained the 13-week cash and liquidity forecasts and supported the marketing efforts to sale the business as a going concern.
As CFO and the VP of Operations for this chain indirectly owned by publicly traded commercial banking company, prepared and implemented a turnaround plan to maximize the valuation of the chain’s 36 locations in order to sale the business as a going concern.
As CFO and VP of Operations, maintained all financial and administrative functions of the company and provided turnaround services after failed product launches drained the company’s cash flow and triggered covenant defaults with secured lender.
As Financial Advisor to this privately held national specialty metals and electronics distributor, successfully led treasury management and reporting and financial planning and analysis. He also supported and advised the marketing efforts to sale the business as a going concern.