Rob has 10+ years of broad financial experience across corporate FP&A, transactional due diligence, and commercial lending. He brings a unique cross-functional skillset to Harney that was developed at companies ranging from small start-ups to large Fortune 500 corporations.
Prior to joining Harney, Rob was Lead Portfolio Manager at an alternative lender where he was responsible for underwriting new commercial loans and managing the firm’s entire portfolio. He also worked at Hilco Global performing financial due diligence of middle market companies for asset-based lending transactions, with a focus on financing events related to M&A, carve-outs, bankruptcies, and restructuring. Prior to his experiences in commercial lending, Rob held various corporate finance positions at United Airlines and Ford Motor Company, where he completed Ford’s MBA Finance Rotation Program.
- Served as interim COO for a medical diagnostic lab (molecular, clinical, and anatomic pathology) amidst a highly publicized owner dispute and investigation of pre-receivership conduct.
- Led group of ~70 operations and sales employees while stabilizing business, implementing compliance program, and developing strategic alternatives.
- Sell-side advisor for $50M automotive parts distributor leading day to day efforts during sale-process.
- Developed teaser, CIM, and financial models while managing prospect outreach, diligence requests and negotiations.
- Successfully executed sale of Company to a strategic buyer through an Article 9 process where all secured lenders were paid in full.
- Managed lender relationship, liquidity, financial reporting, and forecasts (integrated three-statement and 13-week cash flow) for $50M automotive parts distributor.
- Worked with Company Co-Presidents/CEOs to develop strategic plan to recapitalize business through refinancing and/or equity infusion.
- Managed Chapter 11 Bankruptcy engagement for a national fast-casual restaurant chain with 19 locations and 9 debtor entities.
- Led bid valuation during a live auction by analyzing offers with varying structures.
- Assisted with sell-side financial modeling and marketing efforts for 363 sale.
- Managed lender relationship, liquidity, and cash flow forecasting for $250M Steel Service Center while negotiating forbearance terms.
- Worked with Finance, Operations, and Sales leadership to more accurately forecast sales, inventory requirements, and timing of inventory receipts.