FINANCIAL & BUSINESS CONSULTANTS
WE ARE ADVISORS. WE ARE PARTNERS. WE ARE COLLABORATORS. WE ARE CSI.
More than just coaching, our business consultants bring a collaborative and actionable approach to your business. We’re advisors with roll-up-our-sleeves work ethic and values. While other firms simply advise, we go to work in your organization. The results in your business are proof of the critical work we do together!
Paul has provided advice to middle market companies for more than 30 years, beginning as a corporate finance professional advising a wide range of Midwestern companies on capital structure and generating shareholder value through acquisition analysis and financing strategies.
For more than 15 years Paul has served as a partner in a Midwestern private equity fund gaining exposure to hundreds of businesses. The fund is invested in a dozen standalone companies and has made 10 follow-on acquisitions.
Deeply involved in identifying and qualifying acquisition candidates, Paul has negotiated acquisition terms and structured the financing. Following the acquisition he has served on several boards of directors, helped oversee the value creation process and lead a number of highly successful sale processes. In addition he has functioned as the fund’s administrative and financial partner. Paul’s expertise includes strategic growth planning, acquisition analysis, turnaround leadership, growth and troubled company financing, exit planning, and execution. Paul currently serves as our Exit Planning Project Group Leader.
With more than 35 years of experience in running teams, regions, divisions, and companies of Fortune 500 companies, and he has spent time as President of privately held companies and the owner of manufacturing and retail companies. Terry has also served as head wrestling coach for University of Notre Dame, as President of a $65 million company, and as a CSI consultant for more than 120 companies. Terry offers a consulting focus on crisis management, turnaround, and next level development while mentoring and partnering with CEO’s to increase organizational performance.
Our resident Next Level Practice Group Leader, Louie has more than 30 years of experience in general management responsibility for companies ranging in size from $5 to $50 million in annual revenue, Louie has served as Owner/President of family businesses and the head of multiple divisions of a public company. With experience in all facets of labor relations (including contract negotiations), he has functioned as Principal on both the buy and sell side of M&A transactions. Louie’s consulting practice focus lies in turnarounds, crisis management, debt/equity restructuring, next level development, exit planning, and execution.
CSI’s founder has conducted many successful performance enhancement assignments. As a coach and advisor he has worked tirelessly to help countless company presidents navigate the rough terrain found in the daily duties of the top executive. Operating as CEO on extended assignments, Steve has restructured and re-invigorated businesses of various sizes and industries. He has owned and sold several businesses personally, and has sold companies for clients at their request.
Bringing decades of financial management and business ownership experience to the table with each CSI client, Robert has an extensive career history working as a Controller, Executive Vice President, CFO, and President of various companies in the construction and services industries.
Robert is no stranger to rolling up his sleeves and tackling difficult problems head-on. Over the past four decades, he has aided business owners in understanding their finances, meeting their strategic objectives, and providing them with solutions to help streamline ongoing business practices. Robert currently serves as our Turnaround Practice Group Leader.
With over 30 years of practical experience in financial and operational capacities, John has served privately-held wholesale/distribution, food processing, construction, engineering, fabrication, and ancillary businesses ranging in size from $10 to $100 million in sales.
John’s past job titles have included CFO, Operations Manager, and Executive Vice President before joining the consulting world. His clients improve their profitability and cash flow to get through any immediate problems, and then address management methodology, operational problems, and financing issues to sustain the company for the long-term. Specializing in working turnarounds from inside (as CFO) and outside of organizations, John has served as supporting receiver in 128 proceedings and implemented wind-down of a construction business.
Patrick comes to the table with more than 30 years of financial and general management operating responsibility for companies ranging from $500,000 to $1.2 billion in sales. He is experienced in turnarounds, labor contract negotiations, distribution channel management, pricing, quoting management and controls, lean manufacturing implementation, systems enhancement, production and inventory control, product/manufacturing sourcing, and M&A.
ENJOY THE AUTONOMY. LEVERAGE THE TEAMWORK. JOIN OUR TEAM.
At CSI we believe that the whole is greater than the sum of its parts. Backed by the networked power of our team, our consultants can tap into deep expertise, finely tuned business acumen, decades of management experience, and relevant accumulated knowledge to help further support their work.
If you share the same drive to improve business performance, we invite you to explore your future as part of our team, helping drive exponential results for your clients.
- Manage your own client relationships and book of business
- Leverage a strong, recognized, and solid name in business consulting
- Consult partners with diverse specialties and backgrounds
- Leverage established relationships with bankers, brokers, and other business partners
- Administrative, marketing, and sales support
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