Professionals

Our team combines unparalleled expertise with creative and strategic thinking.

The Professionals at SierraConstellation Partners are made up of seasoned business leaders from a variety of industries that have each led organizations through significant change. As such, these experienced professionals are able to quickly and decisively develop solutions specifically tailored to meet a company’s critical needs.

Lawrence Perkins

Founder and Chief Executive Officer

Tom Lynch

Partner and President

Curt Kroll

Partner

Rebecca Waits

Chief People Officer
Talent & Culture Practice Lead

David Bitterman

Managing Director

Bob Riiska

Managing Director

Roe Hitchcock

Managing Director

Jordan Meyers

Managing Director

Carl Moore

Managing Director

Bill Partridge

Managing Director

Philip Kaestle

Managing Director

Timothy Bossidy

Managing Director

Tim LeBeau

Managing Director

Jun Song

Managing Director

William White

Senior Director

Christian Sorensen

Senior Director

Ben Smith

Senior Director

Roger Gorog

Senior Director

Sean Corwen

Director

Ahmed Shamsi

Director

Kevin Santos

Director

Colin Moran

Senior Associate

Joel Jones

Senior Associate

Mike De Vito

Senior Associate

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Lawrence Perkins

Founder and Chief Executive Officer

Lawrence Perkins, Founder and Chief Executive Officer of SierraConstellation Partners (SCP), has more than 25 years of management consulting and advisory experience with companies undergoing transition. Lawrence has led complicated projects for numerous companies as an interim leader, financial advisor, and strategic partner.

Lawrence has served in a variety of senior-level positions, including Interim CEO/President, Chief Restructuring Officer, Board of Directors Member, Financial Advisor, and Strategic Consultant to numerous middle-market companies and is particularly skilled at assisting clients through bet-the-company situations.

Prior to founding SCP, Lawrence was a Senior Managing Director and regional leader of a national consulting firm where he was responsible for business development, marketing, staffing, and general management of the firm’s western region. Lawrence joined the firm in 2010 when it acquired El Molino Advisors, a company he founded in January 2007 and led as the CEO.

Lawrence began his career in the strategic consulting group of Arthur Andersen after graduating from the University of Southern California Marshall School of Business. He is currently on the board of several non-profits and multiple corporate boards and is a member of the Young Presidents Organization.

Lawrence is the author of the Amazon bestseller Don’t Be A Stranger, where he explores the secrets of strategic relationship building. He provides personal advice on how to create luck in business by offering techniques that can ultimately help readers develop their own enriching community.

In 2023, Lawrence received the Global M&A Network’s Top 100 Restructuring Professionals’ “Distinction in Dealmaking” Award, while SCP received their coveted Boutique Turnaround Consulting Firm of the Year Award as well.

Additionally, Lawrence has led deal teams that have been recognized by top-tiered industry organizations, including:

  • Global M&A Network’s 15th Annual Turnaround Atlas Award, Chapter 11 Restructuring of the Year for NewAge, 2023
  • The M&A Advisor’s 17th Annual Turnaround Award for the Sec. 363 Sale of The One in Bel Air, 2023
  • Global M&A Network’s 14th Annual Turnaround Atlas Awards, Private Equity Acq Deal of the Year for Metco Landscape, 2022
  • The 15th Annual M&A Advisor’s Turnaround Award under the category of ‘Information Technology Deal of the Year’ for Wave Computing, 2021
  • The M&A Advisor’s 15th Annual Turnaround Award, Information Technology Deal of the Year for Wave Computing, Inc., 2021
  • The M&A Advisor’s 12th Annual Turnaround Distressed M&A Deal of the Year for the Chapter 11 Sale of Katy Industries, 2017
  • Served as CRO to a publicly traded multi-level marketing company focused on the health and wellness industry. Was responsible for stabilizing operations, addressing a number of pending government investigations, and preserving liquidity to assess strategic alternatives. Led the divestiture and monetization of a non-core operation and worked with an international investment bank to run a successful sale process via Chapter 11, allowing the company to continue as a going concern .
  • Served as CRO to a publicly traded pharmaceutical company focused on testosterone replacement therapy. The company faced liquidity issues following a slow product launch hindered by the COVID pandemic. Worked with the company to preserve cash and facilitate a successful sale process led by an international investment bank.
  • CRO team lead for Wave Computing, Inc. Chapter 11 reorganization. Debtor is a Silicon Valley-based fabless semiconductor and AI technology company that owns MIPS IP core technology. Successfully orchestrated a plan of reorganization that provided liquidity for new product growth while satisfying allowed creditor claims.
  • Financial advisor to a contemporary fashion brand in $150 million recapitalization and out-of-court restructuring. Developed and implemented cash management solution to allow Company to negotiate forbearance with existing senior secured lender and manage through liquidity shortfall.
  • Served as financial advisor to an international manufacturer/designer of apparel under several different brands that sold through wholesale, company retail stores, and a proprietary e-commerce platform. Worked to maximize working capital and provide adequate runway to guide a private out-of-court restructuring and inject capital into the Company to further execute the turnaround plan.
  • Served as interim CEO and CRO to a publicly traded industrial products company with operations throughout the United States. Was responsible for stabilizing operations, identifying strategic alternatives, and ultimately executing the restructuring of the Company. Successfully identified the ultimate buyer and helped negotiate and structure the transaction with the assistance of an international investment bank.
  • Served as interim management to a venture-backed solar system designer and installer. Worked with the board and CEO to support the successful transaction to a strategic competitor through an out-of-court restructuring.
  • Served as CRO to a consumer product manufacturing company, where he was responsible for operating the business through the restructuring that ultimately yielded a return to investors 300% greater than originally anticipated through the sale of the business.
  • Served as CRO to a chain of skilled nursing facilities throughout California that successfully divested its operations to strategic buyers through a second restructuring after it was determined that the first restructuring of the Company was not plausible.
  • Served as financial advisor to a $120 million privately held telecom provider, where he managed day-to-day operations and augmented management through the sale process.
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Tom Lynch

Partner and President

Tom Lynch, Partner and President at SierraConstellation Partners, brings with him over two decades of capital market experience with a deep focus in restructuring, workouts, recapitalizations, M&A, secondary market transactions, as well as strategic planning and execution.

Prior to joining SCP, Tom was the co-founder and Managing Partner of Woods Hole Capital. Tom was responsible for the executive management and strategic direction of the firm. Tom focused on all aspects of the firm including risk management, portfolio management, operations and the executive leadership of the firm.

Prior to founding Woods Hole Capital, Tom was the Chairman and Chief Executive Officer of Frederick’s of Hollywood Group (a publicly traded company). Prior to joining Frederick’s, Tom was the CEO of Mellon HBV, later renamed Fursa Alternative Strategies. HBV was a risk arbitrage fund that had moved toward event driven less liquid positions.

Tom has a lengthy and distinguished career in the asset management business. As a Managing Director of Mellon Institutional Asset Management, Tom was a member of the Senior Management Committee, and had direct executive responsibility for a $38 billion AUM business. While at Mellon, Tom founded and launched Mellon’s first Alternative Asset Management distribution group.

Tom has held executive positions with UBS Global Asset Management and the Dreyfus Corporation.

Tom is a graduate of St. Anselm College.

  • Served as CEO and CRO of a publicly traded, United States-based cannabis company with 29 retail stores and 6 cultivation facilities and was later appointed as the Chairman of the Board of Directors. Focused on day-to-day operations, cash flow, and rebuilding relationships with key stakeholders, vendors, and communities. Secured ~$170mm in total new financing alongside restructuring of primary senior debt facility and eliminating senior debt through M&A transaction and transforming working capital issues. Reduced in cash rent impact of $12mm+ and improved the retail EBITDA by ~$140mm annualized adjusted over six quarters.
  • Served as Interim CEO and Interim CFO of a $700mm revenue, 300+ store national retail chain with over 30% market share in the bridal wedding dress space. Lead the company through the transition from bankruptcy, solidifying the supply chain, and creating a re-marketed focus for the Millennial and Gen Z consumer. Stabilized the sales by restructuring the sales leadership team and implementing omnichannel policies. Achieved more than $20mm in cost savings on an annualized basis. The stabilization of the Company allowed management to raise $55mm in additional capital to fund further consumer-focused initiatives.
  • Served as Chairman and CEO of a publicly traded specialty retailer. Completely restructured operations including reduced SG&A by over $40mm, consolidated executive leadership, sold wholesale division, closed unprofitable Philippine factory, and maintained strong trade support for the entire period of the restructuring. Ended up selling the company to a NYC based PE Firm.
  • Served as interim CEO of a Los Angeles based digital media company. Developed and implemented the companies first revenue model and negotiated distribution arrangements. Company experienced 1 billion annual downloads of its content at the time of transition.
  • Served as CEO and CRO of a NYC based global hedge fund. Engaged to work with Founder during the peak of the credit crisis. Fund held positions from USA to sub–Saharan Africa with offices in London, Mumbai, Hong Kong and NYC.
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Curt Kroll, a Partner at SierraConstellation Partners, provides interim management and operational and financial advisory services to underperforming companies and companies in transition. His experience includes challenging CRO roles, interim management, refinancings, distressed acquisitions and in- and out-of court restructurings. Mr. Kroll has held roles in various industries including retail, industrial manufacturing, real estate, financial services, and healthcare.

Prior to joining SCP, Mr. Kroll was the Chief Financial Officer and Chief Information Officer at Katy Industries, Inc., a publicly-traded manufacturer of consumer and industrial products with operations throughout the United States and Canada. While at Katy, he worked on numerous refinancings, acquisitions, operational integrations, and restructuring transactions. Prior to Katy, Mr. Kroll was a manager at Deloitte where we worked with middle-market and corporate clients across industries. Prior to Deloitte, he also spent 3 years in a regional public accounting firm working with middle-market companies.

In 2022, Curt won the M&A Advisor’s 16th Annual Turnaround Award (between $10mm and $100mm) for his work on the turnaround of francesca’s.

Mr. Kroll holds both a bachelor’s and master’s degree in accountancy from the University of Missouri. He is licensed as a Certified Public Accountant (CPA Inactive).

  • Served as CFO of a publicly traded-consumer product manufacturing company where he lead the company through a restructuring process that ultimately led to a return to investors through the sale of the business.
  • Served as a financial advisor to a $500 million outsourcing company through a sale process to a private equity group.
  • Served as a financial advisor for a $600 million oil and gas pipe manufacturer in a refinancing of its debt.
  • Served as a CRO to a $700 million national retail chain during its restructuring process.
  • Interim Chief Financial Officer to a national bridal retail company where he led the team post-bankruptcy to rebuild the Company’s brand image, employee morale and trust with key stakeholders including the debt holders.
  • Chief Restructuring Officer and Interim Chief Financial Officer to a national retail company where he executed a series of cost reductions and operational improvements to increase profitability despite a challenging operating environment. He also assisted with the sale of the company.
  • Was interim CFO to an 80-store candy retailer.
  • Served as a financial advisor to several clients within the healthcare industry on capital bond issuances raising over a billion dollars in capital.
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Rebecca Waits

Chief People Officer
Talent & Culture Practice Lead

Rebecca Waits, Chief People Officer and Talent & Culture Practice lead at SierraConstellation Partners, has over 20 years of experience in talent management, culture and engagement and training/development, as well as a vast knowledge of executive-level planning in overall employee experiences. She focuses on organizational design, talent development and driving employee engagement.

As Chief People Officer, she is focused on building a world-class culture at SCP by successfully implementing strategic and innovative people solutions. Rebecca also supports business growth and transformation through developing programs to secure retention, diversity and inclusion, professional development and training, management and leadership coaching, employee relations and compliance.

As SCP’s Talent & Culture Practice lead, Rebecca focuses on helping clients with organizational development, leadership transitions and coaching, integrations, risk and HR compliance, talent acquisition and workforce planning, and talent data intelligence. She possesses an innate ability to translate complexities and uncertainties of the ever-changing work environment into actionable insights and innovative opportunities for high growth companies and their people.

Prior to SCP, Rebecca has held various, progressive HR and leadership positions within professional services companies (PR, digital marketing and Big 5 consulting firms) which has given her the opportunity to understand different industries and sectors. Most recently Rebecca was the Chief People & Culture Officer at PMK-BNC where she oversaw the employee experience, leading all agency best practices and programs.

Additionally, Rebecca thrives on being a mentor to other women. Rebecca is a member of the Women’s Leadership Council in Los Angeles. Formerly, she was Chair of the Los Angeles Chapter of the Interpublic Group Women’s Leadership Network which is an empowered IPG-wide organization that promotes the advancement, retention and recruitment of women. In 2017, Rebecca was on Los Angeles Business Journal’s Women of Influence list and one of Century City’s Women of Achievement.

Rebecca is originally from Georgia where she studied art at Reinhardt College. Rebecca contributes to the community by volunteering and pro bono work at various non-profit organizations in and around Los Angeles. Rebecca also sits on the Advisory Board for the University of California Riverside’s Design Thinking Executive Program.

Rebecca’s own leadership experiences builds credibility with her own clients, being able to advise and counsel C-suite executives, HR leaders, mid-level management and high potentials. One of Rebecca’s greatest accomplishments is having worked with managers who, because of coaching, were able to overcome obstacles and achieve extraordinary things.

Notable achievements are:

  • Leadership coaching for executive leadership team for a consumer products company.
  • Organizational design of a client’s EMEA operations with staff across 4 EU countries.
  • Designed a retention program for key talent for a health & wellness client.
  • Created the SCP Corporate Athlete Coaching Program for high performing team members with a focus on performance, eliminating burn out, and supporting overall well-being.
  • Delivering award-winning people practices and policies and action plans that resulted in an 83% Engagement Score in 2022 and received a Great Place to Work Certification in 2021.
  • Development of strategic and impactful DEI partnerships.
  • Certified Professional Motivators Analyst.
  • Certified Professional DISC Analyst.
  • Myers Briggs Type Indicator.
  • Certified Institute of Integrative Nutrition Health Coach.
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David Bitterman

Managing Director

David Bitterman, a Managing Director at SierraConstellation Partners, has nearly 30 years of experience as a financial advisor, investment banker and sell-side research analyst mostly serving the automotive, transportation and general industrial sectors. His career has provided him with great connectivity to lenders, lawyers, private equity firms and other return-oriented investors. David has enjoyed great success professionally both in an execution and business development capacity. At SCP, David is focused on maintaining support from his longstanding relationships to expand SCP’s presence in new markets, mostly on the east coast.

Prior to SierraConstellation, David spent 11 years at Huron Consulting Group where he first served in a capital raising capacity, eventually co-heading the firm’s broker-dealer and, subsequently, running new business development nationally for the Business Advisory practice.

Prior to Huron, David was 8 years at Deutsche Bank Securities, mostly in leveraged finance, first running the High Yield Research group and then moving onto the Industrials investment banking team where he worked on financing transactions in the automotive, commercial truck and car rental industries. David helped arrange and finance several leveraged buyouts of automotive suppliers and well as finance consolidation in the car rental industry and in support of several car OEMs as they managed through the Great Recession.

Since then, David has helped to raise capital for many stressed and distressed middle market companies and has worked alongside many lenders and investors to manage through some very challenging credits and platform companies.

In 2021, David won the 15th Annual M&A Advisor Turnaround Award under the category of ‘Information Technology Deal of the Year’ for his work with Wave Computing.

David received his bachelor’s degree in International Relations from Tufts University and his MBA in Finance from the NYU Stern School of Business.

  • Ran several successful debt capital raises concurrent with Financial Advisor roles at several stressed automotive suppliers through the Great Recession when credit appetite for the sector was particularly tight.
  • At SCP, David led the successful refinancing of a non-emergency ambulatory care provider.
  • Completed successful rights offering for an automotive supplier.
  • Ran a sellside advisory for Contech Castings in bankruptcy.
  • Ran a sellside advisory for a west coast-based digital marketing and advertising agency.
  • Served as Financial Advisor to a Georgia-based Payday lender, which ultimately resulted in a successful high yield bond offering.
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Bob Riiska

Managing Director

Robert O. Riiska, a Managing Director at SierraConstellation Partners, has over 25 years of turnaround and advisory experience, including serving in interim senior management capacities for clients and performing numerous value-added consulting assignments. Clients have included multigenerational family businesses, sponsor-backed roll-ups and large publicly traded corporations.

Mr. Riiska is a Certified Turnaround Professional (CTP), Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA). He received a Bachelor of Science Degree in Economics from the Wharton School of the University of Pennsylvania, and an M.B.A. in Finance and Marketing from the University of Chicago Booth School of Business.

Mr. Riiska serves on the boards of several leading industry associations including the Executive Committee of the Turnaround Management Association’s Southern California Chapter, the Advisory Board of the American Bankruptcy Institute’s Bankruptcy Battleground West and as a Secured Finance Network member director.

In 2019, Mr. Riiska received the Turnaround Atlas Award for his work as Chief Restructuring Officer of LORAC Cosmetics prior to joining SCP in 2018.

Mr. Riiska’s recent engagements have been in diverse industries, including automotive dealerships, transportation, furniture manufacturing and retailers, apparel, mining, cryptocurrency lending, nonprofits, consumer products, restaurants and industrials.

  • Served as CRO of a gold mine located in the Southwest U.S., spearheading out-of-court restructuring efforts which led to a successful sale.
  • Served as financial advisor to a manufacturer and distributor of commercial office furniture, negotiating a forbearance agreement which would give the company sufficient operational runway to recover from the issues mainly caused by the pandemic.
  • As CRO of a prestige cosmetics company based in Los Angeles, oversaw all aspects of day-to-day operations, including directly interfacing with large national retailers and suppliers, and developing and executing liquidation strategies for excess inventory, while also coordinating successful sale efforts.
  • As financial advisor to a consumer packaging company, negotiated a new financing solution to provide liquidity to maintain core operations and pursue growth initiatives, while also achieving a successful sale of one of the divisions in an expedited timeframe.
  • As financial advisor to a $500 million long-haul trucking company, developed a successful turnaround plan and convinced the lenders to provide a significant structured loan overadvance to facilitate execution of the plan.
  • Served as financial advisor to a $300 million family-owned grocery wholesaler and developed a comprehensive turnaround plan to return the business to profitability.
  • Served as CRO of a $900 million publicly-traded staffing company with over 30,000 temporary employees. Successfully sold several business units after a massive tax fraud related to an affiliated company had been discovered.
  • Acted as Financial Advisor to one of the largest manufacturers of recreational vehicles while it operated in Chapter 11, leading to a successful asset sale.
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Roe Hitchcock

Managing Director

Roe Hitchcock, a Managing Director out of Chicago at SierraConstellation Partners, brings with him 27 years of diverse experience in all facets of start-up, developmental stage, growth (organic and M&A) and mature businesses. Areas of expertise are implementing change management throughout an organization including personnel, operations and financing. By serving as both Permanent and Interim C Level executives in various companies and industries, Roe has successfully enhanced companies through 25+ years of finance and 15+ years of deep operational experience, as well as Capital Raising, M&A and restructuring/turnaround experience.

Prior to joining SCP, Roe demonstrated a results-driven track record across a variety of industries including manufacturing, distribution, agribusiness, construction products, transportation, healthcare, retail, CBD oil, etc. from startups, carve-outs and billion+ dollar companies.

Roe has developed significant Investment Banking Experience resulting from his early career at Arthur Andersen, M&A at Morgan Stanley, working as a PE Fund Executive and working with Private Equity firms.

Roe graduated from the Kelley School of Business at Indiana University in Bloomington, Indiana with Summa cum laude honors. After working for Arthur Andersen for 3 years, Roe attended Harvard Business School where he received his MBA..

  • Increased available cash position from $900K to $15.9MM in eight weeks (1887.5%) from a focused and disciplined accounts receivable review and collection process.
  • Oversight, management and development of a turnaround/restructuring of a $25 million dollar business unit including a complete physical inventory analysis, margin and customer analysis, complete rebuilding of the units accounting and finance department and the recruitment of a new business unit controller and general manager.
  • Cut $1.5 million of annualized payroll costs; Eliminated $2.5 million of annualized operating costs.
  • Developed a Comprehensive Strategic Growth Program for the Company and led a two-year aggressive strategic acquisition program for in excess of $3.25 billion in revenue M&A and initiated and led negotiation with four prospective acquisition targets totaling in excess of $2.5 billion of incremental revenue.
  • Refinanced over $140 million of existing debt capital in two separate refinancing’s for the Company and achieved an EBITDA increase of $5.2 million, a 79% increase over the prior year.
  • Negotiated, structured and received financing commitments for $150 million of senior debt and $20 million of mezzanine capital.
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Jordan Meyers

Managing Director

Jordan Meyers is a Managing Director out of South Florida at SierraConstellation Partners. With 20+ years of experience in restructuring and advisory, Mr. Meyers has provided guidance to financially challenged entities across a full spectrum of engagements ranging from business and financial assessments, M&A transactions, interim management roles and bankruptcies resulting in reorganizations, liquidations and asset sales. He has experience servicing both debtors and senior secured lenders.

Prior to joining SierraConstellation Partners, Mr. Meyers worked for Riveron (formerly Winter Harbor) in a similar capacity. He also previously served at another restructuring firm, two international accounting firms, and as an investment banker.

Mr. Meyers holds a bachelor’s degree in Accounting from Binghamton University and earned his MBA from Goizueta Business School at Emory University. He is also a Certified Insolvency and Restructuring Advisor (CIRA) and Certified Public Accountant (CPA-Inactive).

When Mr. Meyers isn’t working, you’ll most likely find him either on the golf course, at the 19th hole, or spending time with his family on the sports fields coaching his two sons.

  • Deputy CRO to a pharmaceutical company leading the Company Chapter 11 Subchapter V proceedings, including a §363 asset sale and plan of reorganization.
  • Financial Advisor as part of the CTO team to a publicly traded manufacturer of vinyl flooring. Constructed the Company’s 13-week cash flow model and spearheaded the Company’s Chapter 11 bankruptcy planning. Case still pending.
  • Interim Chief Financial Officer to a $40 million aluminum extruder where he led the Company through a successful §363 asset sale during its Chapter 11 process resulting is a full recovery to the secured lenders and over 60% recovery to the unsecured creditors.
  • Chief Financial Officer of a $30 million national wholesaler distributor of bicycles and bicycle-related equipment such as frames, suspensions, saddles, and tires. Successfully led the finance function for eight months upon emergence from Chapter 11, ultimately leading to the equity sponsor achieving their preferred return two months ahead of schedule. Helped hire full-time CFO to lead Company upon exit.
  • Financial Advisor as part of the CRO team to a wholesale distribution of children’s toys, games, and crafts. Successfully helped the senior lenders foreclose on their collateral and liquidate the A/R, inventory, M&E, and IP resulting in a 100% recovery.
  • Financial Advisor as part of the CRO team to a space technology company. Successfully sold off the various assets through two §363 asset sales and managed the entire Chapter 11 process.
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Carl Moore

Managing Director

Carl Moore, Managing Director and Head of the Dallas region at SierraConstellation Partners, has over 20 years of experience in distressed investing, private equity portfolio management, and the provision of advisory services to underperforming companies and companies in transition.

Prior to joining SCP, Carl had a 15-year career in the private equity, distressed investment and restructuring groups at Highland Capital Management in Dallas. Most recently, Carl served as the Co-Head of Highland’s Private Equity group managing a portfolio of 7 industrial and healthcare companies with a collective enterprise value of $700M. During and after the financial crisis, Carl co-managed a team of legal and investment professionals that led credit restructuring, amendment and related negotiations for the firm’s $25B+ leveraged loan and high-yield bond portfolio.

Prior to joining Highland, Carl practiced law as an associate with the law firms Brobeck, Phleger and Harrison and Looper, Reed & McGraw with a focus on financing and M&A transactions.

Carl graduated from the University of Texas at Austin with a BA in the Plan II Honors Program and a BBA in Finance, and then received a JD from the University of Houston Law Center. He is a member of the State Bar of Texas, and was licensed as a Certified Public Accountant (currently inactive).

  • Served as CRO of GDC Technics, a Fort Worth aerospace company focused on complex interior modifications and connectivity solutions for wide-body aircraft. SCP helped the client navigate a contentious bankruptcy process during which it completed an expedited transition into two new lines of business, settled a major lawsuit with a former contract counterparty, and sourced exit financing from a sponsor-backed customer that supported its post-emergence business plan.
  • Served as Interim Management for a Dallas-based distributor of fuel and lubricants. The client faced significant pressure from fluctuating commodity prices, customer concentration in oilfield service clients, and a thinly-staffed central management team. SCP improved reporting and internal controls, led communications and negotiations with the client’s main vendor and asset-based lender, and assisted the sourcing and onboarding of a permanent CFO.
  • Served on a SCP team that was the CRO for a Silicon Valley-based digital medicine company. In addition to customary bankruptcy-related matters, oversaw an extensive IP sale and technology transfer process to a former strategic partner.
  • Served as Chairman of the Board of a major chauffeured transportation portfolio company. Took an operational role in efforts related to the transition from an independent operator to employee business model and related litigation in several jurisdictions, as well as a comprehensive strategic and SG&A overhaul resulting in significant EBITDA improvement.
  • Served as Board member and worked with investment professionals and portfolio company management team to prepare a healthcare DME company for sale under an expedited time frame and intensely competitive industry environment. Managed multi-party negotiations with the Seller’s stakeholder group and a foreign strategic buyer. The sale resulted in significant value realization in the face of rapidly deteriorating subsector dynamics.
  • As Chairman of a development stage medical device company, led team that overhauled the finance function as well as provided operational guidance for its commercialization efforts. Led negotiation for distribution agreement with, and ultimate sale to, a major medical device company.
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Bill Partridge

Managing Director

Bill Partridge, a Managing Director at SierraConstellation Partners, has over 25 years of corporate finance, restructuring and capital markets expertise, across multiple industries including technology, biotech, media, energy and construction. Since joining SCP, Bill has worked closely with management teams, boards of directors, and stakeholders through many complex situations, leading them to successful results.

Prior to SCP, Bill spent several years as an interim executive and turnaround consultant taking on many unique and challenging engagements for private companies throughout the U.S.

Bill’s experience also includes leadership roles in private equity, banking, and as management at several operating businesses including Suntech, where he worked on its successful restructuring. His private equity and banking experience includes JP Morgan Partners, Credit Suisse and ABN AMRO Bank.

Bill’s work has yielded positive outcomes and earned him several recent industry awards:

  • In 2022, Bill was recognized in Global M&A Network’s 9th annual list of Top 100 Restructuring Professionals.
  • In 2022, Bill won the 14th Annual Turnaround Atlas Awards under the category of Private Equity Acquisition Deal of the Year.
  • In 2021, Bill won the 15th Annual M&A Advisor Turnaround Award under the category of ‘Information Technology Deal of the Year’ for his work with Wave Computing.

Bill received a BBA in Finance from the Mendoza College of Business at the University of Notre Dame and an MBA from the Marshall School of Business at the University of Southern California.

  • Financial advisor to the board of Embark Technology, Inc, a publicly traded autonomous trucking software company sold to Applied Intuition.
  • Financial advisor to board and CEO team leader for IT services and solutions provider based in Canada and US.
  • Financial advisor to board of a data center and fiber to the home outsourced service provider.
  • Financial advisor to board and Trustee to Debtor in Chapter 11 of publicly traded bio-pharma company, Zosano Pharma Inc.
  • Financial advisor in sale of private equity backed healthcare AI driven SaaS provider JVION to health analytics company, Lightbeam.
  • Financial advisor to Weldmac, a steel fabrication company, in its successful sale to TriMas (NASDAQ: TRS).
  • CRO team leader for business services company, Metco, in accelerated private sale process.
  • CRO team leader for Wave Computing, Inc. Chapter 11 reorganization. Debtor is a Silicon Valley based fabless semiconductor and AI technology company that owns MIPS IP core technology. Successfully orchestrated a plan of reorganization that provided liquidity for new product growth, while satisfying allowed creditor claims.
  • As interim CFO at a private B-corporation, improved liquidity through refinancing and the securitization of $40 million capital lease financings funded by a consortium of family offices and non-bank lenders.
  • Served as interim CFO at renewable energy company during refinancing and entry into foreign market. Bill led the expansion of the finance and accounting departments and successfully structured and raised corporate capital and off-balance-sheet project financing.
  • Financial advisor to rebar fabrication and construction company.
  • Financial advisor to stakeholders in a discount grocery store chain.
  • Financial advisor to board of a data center and fiber to the home outsourced service provider.
  • Represented debtor in restructuring of $2 billion multinational manufacturing company with headquarters in China.
  • Prior member of general partnership managing $360 million portfolio of private equity investments in technology companies.
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Philip Kaestle

Managing Director

Philip Kaestle is a Managing Director at SierraConstellation Partners where he provides financial and operational advisory services to companies in transition. He has experience with balance sheet restructurings, interim executive management, operational turnarounds, identifying strategic opportunities, debt and equity capital raising, mergers and acquisitions, financial modeling and forecasting. Philip has worked in a variety of industries, including aerospace, apparel, distribution, entertainment, financial services, food and beverage, healthcare, industrial services, manufacturing, marketing, media, real estate and retail.

Philip has served in a variety of senior-level positions including Interim President, Chief Restructuring Officer, Interim Chief Financial Officer, Liquidating Trustee, Financial Advisor and Investment Banker to numerous middle-market companies and is particularly skilled at assisting clients through challenging situations.

Prior to joining SCP, Philip was an associate vice president in OneWest Bank’s Media and Entertainment Finance Group where he was responsible for structuring, underwriting and executing new senior debt transactions and recapitalizations for media and entertainment companies. He was also a senior financial analyst in OneWest Bank’s Commercial Real Estate Group, responsible for managing and liquidating non-performing real estate assets.

Before joining OneWest Bank, Philip was an associate at Arch Bay Capital, a Southern California-based real estate investment fund. He started his career as an investment banking analyst with Imperial Capital, LLC in Los Angeles.

In 2020, Philip received the M&A Advisor’s Emerging Leader Award, which recognizes leading M&A, financial and turnaround professionals who have reached a significant level of success while still under the age of 40. In 2022, Philip was named to the Turnaround Management Association Northwest Chapter Board of Directors.

Philip holds a Bachelor’s degree in Financial Economics from Claremont McKenna College and is one of the co-leaders of the Claremont McKenna College Seattle Alumni Chapter.

  • Liquidating Trustee and Chief Restructuring Officer to a distributor of alcoholic and non-alcoholic beverages where he raised senior debt through a refinancing of the company’s credit facility, then sold the assets of the company through a competitive process and completed the wind down despite ongoing litigation between the two shareholders.
  • Interim President and Chief Financial Officer to a dental laboratory manufacturing company where he rebuilt management and finance teams and significantly reduced operating expenses through a series of strategic initiatives despite a volatile operating environment.
  • Chief Restructuring Officer to a clinical-stage biopharmaceutical company which filed for Chapter 11 as a lawsuit with a former co-development partner was coming to a head. SCP led a settlement negotiation to resolve the litigation and is in the process of effectuating an orderly wind down of the business, which has already resulted in full repayment to the pre and post-petition lenders.
  • Chief Restructuring Officer and Interim Chief Financial Officer to a color marketing manufacturing company where he executed a series of cost reductions and operational improvements to increase profitability despite a challenging operating environment. He also assisted with the sale of the company, resulting in full repayment to the senior lender.
  • Chief Restructuring Officer and Interim Chief Financial Officer to an ethnic grocery store chain. Key responsibilities included cost reductions, vendor relations and cash management. He implemented a $12 million restructuring within a three-month timeframe which stabilized the business and allowed for a sale and subsequent recapitalization.
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Timothy Bossidy

Managing Director

Tim Bossidy is a Managing Director at SierraConstellation Partners with a significant track record of financial and operational consulting services to companies in transition. His advisory experience extends across turnaround management, mergers and acquisitions, capital raising and conducting financial modeling and forecasting across a variety of industries including: cannabis, consumer/retail, agriculture, media/entertainment, oil and gas, healthcare tech and healthcare services.

Prior to joining SCP, Tim worked as an investment banker at Goldman Sachs. There he focused on mergers and acquisitions, alongside initial public offerings, other equity transactions and debt financing. Prior to Goldman Sachs, Tim worked as a credit analyst at The Travelers Companies, where he covered high yield and investment grade bonds across the oil and gas and municipal sectors.

In 2020, Tim received the M&A Advisor’s Emerging Leader Award, which recognizes leading M&A, financial and turnaround professionals who have reached a significant level of success while still under the age of 40.

Tim holds a bachelor’s degree in economics and English from the University of Notre Dame and an MBA from Kellogg School of Management. He is originally from Connecticut and currently lives in Los Angeles.

  • Interim management, advisory and financial modeling services to a cannabis company to organize and re-build finance and accounting departments, forecast cash flows for retail and cultivation entities, implement financial controls and prepare company for a capital raise.
  • Financial advisory to a cannabis company to implement cash management tools, oversee significant cost improvements, improve working capital and borrowing base management and repair lender relationship through improved forecasting.
  • Interim CFO role as part of CRO team for $500mm+ discount retail chain with international supply chain. Constructed operating model and turnaround plan to spearhead successful 363 sale of 85 stores out of bankruptcy. Led finance department, including cash management, in addition to daily operations across departments and over 5,000 employees to ensure maximum stakeholder recovery.
  • Interim CFO role for $40mm+ women’s fashion company. Oversaw restructuring, lender negotiations and Company-wide cost-cutting efforts to drive Company from significant losses towards profitability. Also led process for PO financing and additional rescue financing to give Company operational runway through a sales process. Implemented forecasting model and improved budgeting and financial controls to repair lender relationship and guide Company and lender through over-advance situation. Helped hire full-time CFO to lead Company upon SCP exit.
  • Advisor to a healthcare services company where executed a successful sale to a financial sponsor. Worked with company management to structure a deal to work around potential overhanging liabilities and identify synergies across potential buyers. Led diligence and valuation efforts ahead of transaction close.
  • Advisor to a retail company in financing and executing a management-led take private transaction. Led diligence and financial modeling efforts.
  • Informal advisor to several start-ups and lenders within cannabis landscape.
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Tim LeBeau

Managing Director

Tim LeBeau, a Managing Director at SierraConstellation Partners, has over 25 years of leading turnarounds, rapid growth and global expansion for some of today’s most popular brands. Tim’s experience with turnarounds, restructuring and building successful businesses has been leveraged by iconic brands such as Bosch, Beats by Dre, Stanley Black & Decker, to global innovators such as Harman International and Seek Thermal.

His efforts have been recognized with several design patents and awards, including Popular Science’s “Best of What’s New”, Red Dot, and CES Innovation awards, and today, he is a sought-after speaker on technology trends in the global consumer electronics, automotive and supply chain spaces.

Tim’s engagements result in quick and sustainable improvements focusing on areas of working capital, product development pipeline & innovation roadmaps, strategic partnerships, supply chain and global commercialization.

Tim holds a BS in Marketing from Eastern Illinois University and an MBA in Marketing and Economics from DePaul University. He is an active member with the Turnaround Management Association, Association for Corporate Growth and Young Presidents Organization.

Tim’s recent engagements have been in diverse industries, including OEM and aftermarket automotive companies, fashion retailers, aviation, consumer electronics and e-commerce software industries.

  • Served as CEO of a major automotive parts distributer and was able to turn around the business and successfully sell off non-strategic divisions and recapitalize the remaining strategic divisions.
  • Served as lead consultant in a bankrupt fashion brand that operated in 17 European counties – successfully bringing select assets out of bankruptcy and ultimately selling off the company to a strategic partner.
  • Led the turnaround from the product and engineering side of a major consumer electronics conglomerate that was operating in a distressed position, resulting in the increased value of the organization of 10X, ultimately enabling a profitable acquisition from a strategic partner.
  • A strategic advisor with one of the largest consumer electric startups – advised from startup through scaleup and ultimately in the successful sale of the business.
  • Served as Chief Commercial Officer in one of the largest thermal imaging companies. Managed international growth and commercialization in 13 different verticals including security, automotive, IoT and public safety.
  • Managed several global teams for a Fortune 500 company that participates in the construction and automotive manufacturing tool categories. Led both organic growth as well as acquisition integration.
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Jun Song

Managing Director

Jun Song, a Managing Director at SierraConstellation Partners, has experience in special situations spanning across leveraged finance, restructuring and opportunistic investing.

He has executed numerous restructurings in a broad swath of industries, including energy, healthcare, hospitality, logistics and gaming, among others. Having advised company management as well as creditors at all levels of the capital stack, Jun brings a holistic perspective to complex situations where stakeholders often have contrasting objectives and expectations.

Prior to joining SCP, Jun led the west coast restructuring practice of Capstone Advisory Group (now BRG), where he guided clients inside and outside bankruptcy. He received a BA in economics and political science from Colgate University and an MBA from Cornell University’s Johnson Graduate School of Management.

  • Advised on numerous distressed M&A transactions in the gaming space, including casinos owned by Trump Entertainment Resorts and Icahn Enterprises. Identified secular risks and quantified cost-saving opportunities to deliver prudent, balanced advice.
  • Devised and implemented systems and processes to better manage cash flows for multiple companies, including one of the nation’s largest operators of golf courses and one of the nation’s largest Community Development Financial Institutions.
  • Financed billions of dollars of corporate loans in the capacity of commercial banker and investment banker (Korea Exchange Bank, JPMorgan) by effectively understanding and conveying the value proposition and potential risks of borrowers, which ranged from industrial companies like Goodyear to tech companies like Samsung Electronics.
  • Developed and negotiated the restructuring plan for a major metropolitan newspaper company, significantly streamlining operations and resulting in a win-win for both the company and its lenders. The company quickly went from annual losses of $20+ million to profitable operations, and its senior lenders eventually achieved outsized returns on their loans.
  • Helped to shore up liquidity at what was then the nation’s largest urgent care company by identifying and addressing collections issues that had pushed the company into insolvency. The process improvements allowed for short-term funding options to which it had previously been precluded.
  • Restructured several energy companies, where efforts were directed toward the cost/benefit of shut-ins and hedging strategies involving complex derivative instruments. SemGroup is an example of a restructuring where strategic changes to several business units (including cross-border entities) resulted in a successful exit from Chapter 11, in which senior lenders received new debt and equity and saw the company grow from $1.5 billion of EV to an eventual sale to Energy Transfer for $5 billion.
  • Investor and advisor to multiple startups in various industries, including real estate, fin tech and food services. Guided product development for a growing food services company and an autonomous trading platform. Served as a strategic advisor to an AI-driven fin tech company whose valuation has grown to over $100 million.
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William White

Senior Director

William White, a Senior Director at SierraConstellation Partners, has over 12 years of experience advising companies and creditor groups through complex transactions, including in- and out-of-court restructurings, distressed mergers and acquisitions, and challenging financings.

He has worked with clients across a variety of industries and executed transactions ranging in size from less than $100 million to over $20 billion. His industry experience includes apparel, automotive, consumer retail, manufacturing, distribution, infrastructure, technology and telecommunications.

Prior to joining SCP, Mr. White was a vice president in the restructuring group at Rothschild, Inc. in New York. He also worked as a financial analyst in the financial restructuring group at Houlihan Lokey and as a financial analyst in the corporate finance group at Ernst & Young.

Mr. White holds a bachelor’s degree in business administration from the University of Southern California and earned his MBA from New York University.

  • Served as interim manager of a designer, manufacturer and retailer of branded children’s apparel operating 82 stores and an e-commerce platform during its restructuring and sale of assets.
  • Advised a leading manufacturer of waste handling and recycling equipment in North America on the consensual out-of-court restructuring of $725 million in debt obligations.
  • Advised a leading global manufacturer of wire harnesses on its $325 million pre-packaged restructuring.
  • Advised a global Tier 1 automotive supplier during its Chapter 11 restructuring of approximately $22.2 billion of pre-petition liabilities.
  • Advised a Tier 2 industrial supplier on its $335 million pre-negotiated restructuring.
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Christian Sorensen

Senior Director

Christian Sorensen, a Senior Director at SierraConstellation Partners, provides operational and financial restructuring and advisory services to both underperforming companies and companies in transition. He has experience with in- and out-of-court restructurings, operational turnarounds/improvement, balance sheet restructurings, debt and equity capital raising, mergers and acquisitions, divestitures, and conducting financial modeling and forecasting.

Christian has experience in a variety of industry verticals, including: aerospace and defense; agriculture; automotive; business services; consumer; food and beverage; healthcare; gaming, lodging and leisure; industrial and manufacturing; media and entertainment; oil and gas; restaurants; retail; technology; and transportation and logistics.

Prior to joining SCP, Christian worked at Sun Capital Partners, an operationally-focused middle-market private equity firm that invests in companies that are operationally challenged, experiencing an industry or business transition, undergoing a corporate divestiture, or managing rapid growth, with over $9 billion of capital under management. At Sun Capital Partners, Christian focused on analyzing control equity investment and divestiture transactions, and actively worked with executive management teams to drive performance improvement of portfolio companies. Prior to Sun Capital Partners, Christian worked at the investment bank Imperial Capital, where he focused on restructuring, financing, and M&A transactions.

In 2019, Christian won the M&A Advisor’s Annual Turnaround Award for Restructuring of the Year of between $25-$50 million for his work with the Cranberry Growers Cooperative.

In 2021, Christian received the M&A Advisor’s Emerging Leader Award, which recognizes leading M&A, financial and turnaround professionals who have reached a significant level of success while still under the age of 40.

Christian holds an Honors Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario, where he graduated with Distinction.

  • Financial advisor and part of team that served as Chief Restructuring Officer to cooperative of cranberry growers, which successfully implemented a Chapter 11 Plan of Reorganization. SCP's solutions identified and implemented operational changes to reduce costs by over 20% and improve production yields by over 10%, while providing secured lenders full recovery. The transaction also received a Turnaround Award by The M&A Advisor for restructuring of the year.
  • Financial advisor and part of team that served as Chief Restructuring Officer to agriculture and commodities company during its Chapter 11 bankruptcy restructuring. Executed an orderly sale of all inventory, monetized certain contract assets, and sold individual operating facilities via court-approved Section 363 asset sales to maximize recoveries.
  • Financial advisor to consumer packaging business with over $140 million of indebtedness following events of default. Developed and implemented cash management solution, identified operational changes to reduce working capital accounts and increase cash conversion, and provided strategic review of alternatives.
  • Financial advisor to diversified manufacturing company with prior year revenue of over $700 million, including developing plant idling plans and identifying and implementing operations changes to reduce quarterly cash burn by over $5.0 million, while achieving a successful refinancing.
  • Worked with leading global manufacturing company on key operational enhancement initiatives to generate over $30 million of EBITDA improvement, and sell non-core assets.
  • Led approximate $100 million acquisition of North American manufacturing company. Worked with executive management teams to identify cost savings and synergies across various departments to enhance EBITDA by approximately 50%.
  • Evaluated in- and out-of-court restructuring alternatives to maximize shareholder value for an aerospace company. Negotiated senior debt purchase, and subsequent stalking horse purchase agreement and credit bid in a Chapter 11 §363 asset sale.
  • Closed over $7.0 billion of restructuring, financing and M&A transactions.
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Ben Smith

Senior Director

Ben Smith, a Senior Director out of Chicago at SierraConstellation Partners, has over 20 years of experience providing financial advisory, restructuring and turnaround, and operational improvement services to companies across the transformation spectrum from those significantly distressed, to those stressed in specific segments of finance/operations, to those with targeted performance improvement initiatives.

He has experience with complex restructurings (both in and out of court), operational improvement initiatives, financial planning and analysis, budgeting and forecasting, cash flow management and modeling, business plan development and strategy.

Ben has experience in a variety of industries, including: airlines; automotive; distribution; healthcare; industrial and manufacturing; restaurants; and transportation and logistics.

Prior to joining SCP, Mr. Smith was most recently a Senior Director at Huron leading and supporting turnaround, restructuring and performance improvement engagements for companies of varying sizes in multiple industries.

Mr. Smith holds a bachelor’s degree in Government from Cornell University and earned his MBA from the University of Florida. He is also a Certified Insolvency and Restructuring Advisor (CIRA) and Certified Turnaround Professional (CTP).

  • Served as a financial advisor to a $300 million transportation and logistics company during their multi-year financial and operational restructuring.
  • Served as a financial advisor providing due diligence services for a merger between two regional trucking companies.
  • Served as a financial advisor for a $200 million distributor during its asset divesture and reorganization process.
  • Served as a financial advisor to a $100 million manufacturer during their winddown and eventual sale of remaining assets.
  • Served as financial advisor to several clients in the healthcare industry during their turnaround and restructuring processes.
  • Served as a financial advisor to a producer of storage systems from their pre-bankruptcy planning to their 363 sale.
  • Served as a financial advisor for a CBD producer from their pre-bankruptcy planning through their in-court restructuring.
  • Served as financial advisor to an airline during their bankruptcy process supporting sales of their main line operations, commuter assets and loyalty program.
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Roger Gorog

Senior Director

Roger Gorog, a Senior Director at SierraConstellation Partners, provides operational and financial advisory services to underperforming companies and companies in transition. His experience includes in- and out-of-court restructurings, business cost rationalizations, operational turnarounds, interim management, and transaction advisory services. Roger has experience across a variety of industries including, Aerospace & Defense, Business Services, Construction, Consumer Products & Retail, Energy, Financial Services, Food & Agriculture, Healthcare, Manufacturing, Real Estate, and Transportation & Logistics.

Before joining SCP, Roger was a Director at Alvarez & Marsal in their Healthcare Group where he worked on several large bankruptcy cases and numerous out of court restructurings. Prior to A&M, Roger worked in public accounting at Deloitte & Touche where he worked on financial statement audits of various corporations, both public and private.

Roger received his bachelor’s degree in economics and accounting from Claremont McKenna College and his Master of Business Administration (MBA) from The Peter Drucker School of Management at Claremont Graduate University. He is licensed as a Certified Public Accountant (CPA, inactive) and a Certified Insolvency & Restructuring Advisor (CIRA). He is an active member of the Association of Insolvency & Restructuring Advisors (AIRA) and the American Institute of CPAs (AICPA).

  • Interim CFO to a food manufacturer facing serious operational issues after losing its largest customer. He successfully reduced operating expenses and cash burn while negotiating with major vendors and the Company’s lender to extend their runway.
  • Officer for a leading cancer research institute where he was responsible for all finance and accounting related activities during a Ch. 11 bankruptcy and associated sale.
  • Financial advisor to large retail chain facing serious liquidity and liability issues. Communicated with all constituents, negotiated landlord concessions, and managed cash while we prepared for bankruptcy filing and associated liquidation sales.
  • Served as a financial advisor to a national ambulance company through a prepacked Chapter 11 bankruptcy that reduced balance sheet obligations by $350 million.
  • Financial advisor to an oil and gas E&P company where we successfully sold assets to strategic buyers, providing needed liquidity to maintain go-forward operations and successfully repay lenders and creditors.
  • Lead a due diligence assessment of a target company for a private equity firm that led to a successful transaction of medical information services provider. After the acquisition, he was further retained to assist in developing the integration plan, including development of various strategic initiatives to improve overall financial performance.
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John Halloran

Director

John Halloran, a Director at SierraConstellation Partners, provides interim management and operational and financial advisory services to underperforming companies and companies in transition. He leverages a growing track record at SCP and prior experience as a management consultant and private equity investor to help middle-market companies navigate through difficult business challenges. His experience includes exposure to various industries, such as pharmaceutical/biotechnology developers, consumer-facing brands, retailers, and distributors, media & entertainment providers, and information technology services and platforms.

John’s recent work at SCP has been recognized by industry awards, including:

  • In 2023, John won the M&A Advisor’s Emerging Leader Award, which recognizes leading M&A, financial and turnaround professionals who have reached a significant level of success while still under the age of 40.
  • In 2023, John was recognized with colleagues by the Global M&A Network’s 15th Annual Turnaround Atlas Awards for the SCP team’s leadership of NewAge, Inc. in the category of Chapter 11 Restructuring of the Year (sm).

John has completed relevant professional education including the Chartered Financial Analyst (CFA) and Certified Insolvency & Restructuring Advisor (CIRA) designations. John is also active in several industry associations including the Turnaround Management Association (TMA), the Association of Insolvency and Restructuring Advisors (AIRA), and CFA Society New York.

Prior to joining SCP, John was an investor with Omaha Beach Capital. There, he supported management of private equity investment vehicles, with a focus on underwriting lower- and middle- market transactions. He began his career as a management consultant with Booz Allen Hamilton’s Strategic Innovation Group.

John holds a B.S. and M.S. degree in Political Science from the Massachusetts Institute of Technology (MIT). He is an alumnus of Chaminade High School in Long Island, New York.

  • Financial Advisor and Deputy Chief Restructuring Officer to a commercial-stage developer of branded OTC pharmaceutical products. As a Financial Advisor, analyzed cash flow assumptions, assisted the board in evaluating strategic alternatives, and conducted out of court negotiations regarding the settlement of liabilities. As Deputy Chief Restructuring Officer, facilitated negotiations to secure a stalking horse bidder, completed a sale of the company's assets through a 363 sale, and coordinated the Chapter 11 case requirements in Delaware.
  • Financial Advisor and Chief Restructuring Officer Support for a national dance events producer. Completed a review of company liquidity and business plan and assisted in negotiating a capital infusion from the senior lender to bridge the company to a sale transaction after events of default. Managed the company's cash flow and implemented cash controls on behalf of CRO and Board during the sale. The company was successfully sold to a private equity buyer in an out-of-court transaction.
  • Chief Restructuring Officer Support for the restructuring and sale of a global, publicly traded multi-level marketer of health and wellness products. Instrumental in ensuring that the company could prepare for and meet bankruptcy case requirements despite the limited budget and timeline. Key contributor on the SCP project team in their coordination of the company's finance function during the Chapter 11 proceedings in Delaware despite significant management turnover.
  • Interim CEO Support to a diversified IT services and solutions provider based in Canada and US. Assisted the CEO in overseeing company operations and communications with lenders regarding the company's capital needs in connection with a potential restructuring transaction. Oversaw the cash flow forecasting and reporting process for two independent operating entities and presented regular updates on behalf of company to lender group.
  • Chief Restructuring Officer and Liquidating Trustee Support to a wholesale distributor of beer, wine, spirits, and non-alcoholic beverages where he facilitated extensive transaction diligence for its acquisition by one of the world’s largest brewing companies and assisted the Liquidating Trustee in managing the satisfaction of all company obligations during its wind down post-close.
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Sean Corwen

Director

Sean Corwen, a Director out of New York at SierraConstellation Partners, has a decade of experience as a turnaround professional in both advisory and operational roles. Sean devises and implements financial and/or operational restructuring strategies for clients in chapter 11 or in out-of-court workout situations. He has advised clients across a variety of industries, including consumer goods, energy, financial services, healthcare, media, and professional services.

In addition to providing analytical and operational support to clients in turnaround situations, Sean is skilled in managing chapter 11 processes and frequently oversees the provision of statements of financial affairs, schedules of assets and liabilities, monthly operating reports, contract and lease analyses and other court-related filings in complex situations.

Prior to joining SierraConstellation Partners, Sean co-founded an e-commerce platform to sell premium products direct-to-consumer. Before that, he worked as an investment banker focused on balance sheet restructuring, debt advisory and distressed M&A, advising both debtors and creditors in whole-business sales and financings. He began his career at Hall Capital Partners LLC, a San Francisco-based outsourced chief investment officer and multi-family office.

Sean holds an AB in Classics from the College of the Holy Cross and earned his MBA from the McDonough School of Business at Georgetown University. He previously held FINRA licenses Series 63 and Series 79.

  • Financial advisor to clinical-stage pharmaceutical company with $200 million of funded debt. Supported finance and accounting team with liquidity management, budget forecasts and other analyses during pre-petition sales process. Provided support to legal counsel, investment bankers and other stakeholders during negotiation of restructuring support agreement, leading to successful asset sales and orderly chapter 11 plan of liquidation. Provided testimony with respect to plan feasibility during confirmation hearing.
  • CRO support for multinational consumer services business. Completed four-wall and other analyses to advance marketing process. Provided support during liquidation process, including preparation of schedules/statements and other statutory reporting.
  • Financial advisor to pharmaceutical company in its dual-track 363 sale of pre-clinical and commercial assets. Prepared schedules/statements, monthly operating reports, liquidation and other analyses filed with the court. Worked closely with management to optimize liquidity and monitor disbursements to vendors.
  • CRO support for retail company and its successful sale and separation of retail and direct-to-consumer operations via chapter 11 plan of reorganization. Developed debtor-in-possession cash flow budget, providing a path to successful negotiation of plan support agreement with lenders and other stakeholders. Oversaw preparation of court-mandated reporting and liquidity management and analyses.
  • Investment banker to consumer products company with >$450 million of pre-petition funded debt and multi-national operations. Prepared valuation analyses for disclosure statement and worked with senior bankers to prepare court declarations and negotiated with other creditors to ensure successful debt-for-equity swap in line with restructuring support agreement.
  • Served as investment banker to non-debtor stakeholders in cases totaling >$20 billion of funded debt. Provided advice to official committees of unsecured creditors, the Pension Benefit Guaranty Corporation and other creditors in industries ranging from energy to media.
  • Aided in portfolio management of 1.1bn fund of hedge funds; providing analytics, investor communication and portfolio rebalancing/new investment recommendations.
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Ahmed Shamsi

Director

Ahmed Shamsi, a Director out of Los Angeles at SierraConstellation Partners, supports Directors in providing operational and financial restructuring and advisory services to both underperforming companies and companies in transition.

Prior to joining SCP, Ahmed was an Audit Senior at Deloitte & Touche. His responsibilities included supporting and leading financial statement audits by identifying financial reporting risks, overseeing the implementation various audit procedures, and effectively managing teams of 2-5 people to meet strict reporting deadlines. Through auditing Ahmed has gained exposure to a variety of industries including Financial Services, Retail, eCommerce, and Manufacturing.

In 2021, Ahmed won the 15th Annual M&A Advisor Turnaround Award under the category of ‘Turnaround of the Year (Over $100MM)’ for his work with Alto Ingredients (fka Pacific Ethanol).

Ahmed earned a B.S. in Business Administration and Accounting from the University of Southern California. He is a CFA® charterholder and a licensed Certified Public Accountant (CPA) in the state of California. In 2021, he successfully completed ACG’s Middle-Market Certification program.

He is a member of the CFA Institute and CFALA society.

  • Managed a portfolio of distressed real estate assets and wholesale fabric businesses. Ahmed assisted with a $156M real estate transaction to obtain fresh liquidity of $19M for the business portfolio that extended the liquidity runway and improved strategic options for the portfolio. Additionally, he oversaw the winddown of fabric operations that yielded approximately $1.2M which were used to pay expenses and paydown bank debt.
  • Spearheaded audit that generates one of the highest fees among nonpublic clients within LA consumer products audit group. Responsibilities include leading quarterly financial statement reviews, executing work with minimal guidance and supervision, and coordinating workflow effectively between staff/senior team members to meet strict client deadlines.
  • Analyzed retail stores for impairment by performing sensitivity analysis on client’s DCF models by adjusting key assumptions (revenue growth rate and EBITDA margin). Resulted in a ~$500K finding that was communicated to the client.
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Kevin Santos

Director

Kevin Santos, a Director at SierraConstellation Partners, provides financial and operational advisory services to underperforming companies and companies undergoing transition. His over seven years’ experience includes in- and out-of-court restructurings, operational turnarounds, transaction advisory services, and conducting financial modeling and forecasting.

Kevin has experience in a variety of industry verticals, including construction, consumer retail, business services, distribution, food and beverage, industrials and manufacturing, media and entertainment, pharmaceuticals, and technology.

Prior to joining SCP, Kevin co-founded a finance and accounting solutions firm where he focused on building offshore full-service accounting teams that supported US-based companies. He was also a Senior Financial Analyst at a private roofing & solar construction firm where he supported restructuring efforts, developed and maintained financial models, and led an ERP implementation. Kevin started his career as a Financial Analyst at a public global media company, where he managed financial reporting of new and existing film, television, and online media production and distribution products.

In 2021, Kevin won the 15th Annual M&A Advisor Turnaround Award under the category of ‘Information Technology Deal of the Year’ for his work with Wave Computing.

Kevin received his Bachelor of Science degree from the University of California, San Diego, where he majored in Management Science. He also successfully completed ACG’s Middle-Market Certification program. Kevin grew up in the Philippines and currently lives in the San Francisco Bay Area with his wife and dog.

  • Chief Restructuring Officer Support to a wholesale distributor of beer, wine, spirits, and non-alcoholic beverages where he assisted the CRO in raising senior debt through a refinancing of the company’s credit facility, then sold the assets of the company to one of the world’s largest brewing companies in a competitive process. He also assisted in maintaining the 13-week cash flow model, conducted extensive inventory analyses, and supported transaction diligence.
  • Financial Advisor Support for a consumer products company where he developed the 13-week cash flow model, supported a Series F equity raise along with a refinancing of an ABL facility.
  • Chief Restructuring Officer Support to a publicly traded clinical-stage biopharmaceutical company which filed for Chapter 11 bankruptcy. Supported the SCP team in settlement negotiations, created and maintained the 13-week cash flow model, and is in the process of effectuating an orderly wind down of the business, which has since resulted in full repayment to pre- and post-petition lenders.
  • Chief Restructuring Officer Support for Wave Computing, Inc. in their Chapter 11 reorganization. Responsibilities include maintaining 13-week cash flow, financial model projections, case management, and overall bankruptcy support.
  • Chief Restructuring Officer Support for a business services company in an accelerated private sale process. He developed and maintained the 13-week cash flow model, and supported the sale process including transaction diligence.
  • Financial Advisor Support for a medical device manufacturer that effectuated an Article IX foreclosure to the senior secured lender. Responsibilities include creating and maintaining the 13-week cash flow model, creating forecast models, and transition services.
  • Financial Advisor Support of a data center and fiber-to-the-home outsourced service provider.
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Colin Moran

Senior Associate

Colin Moran, a Senior Associate at SierraConstellation Partners, provides financial and operational advisory services to both underperforming companies and companies in transition.

Prior to joining SCP, Colin was an Analyst in Fifth Third Bank’s Consumer & Retail Corporate Banking group where he primarily supported the Bank’s Food & Agribusiness clients. He assisted in the structuring, underwriting, and execution of various senior debt facilities by providing analytical and deal process support. Prior to joining the corporate banking group, Colin completed Fifth Third’s rotational training program where he rotated across the Bank’s various industry groups including commercial real estate, franchise finance, and diversified industries.

Colin holds a bachelor’s degree in Business with a double major in Finance and Economics from Miami University’s Farmer School of Business. Colin grew up in Michigan and currently resides in Chicago.

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Joel Jones

Senior Associate

Joel Jones, a Senior Associate out of Los Angeles at SierraConstellation Partners, brings with him 7 years of experience across management consulting, proprietary equity trading, private equity, and corporate finance. His past work has spanned an array of industries, including Consumer Products, Clean Tech, Healthcare, Media, and Software.

Prior to joining SierraConstellation Partners, Joel served as a fractional CFO to startups, focusing on those with e-commerce and SaaS business models. In this role, he led financial modeling, FP&A, and cash flow management functions for his clients while providing strategic and capital-raising advisory services.

Joel holds a BA in Applied Mathematics and Economics from Vanderbilt University and an MBA from the UCLA Anderson School of Management.

Before pursuing his MBA, Joel was a proprietary trader at Trillium Trading in New York. At Trillium, he utilized his quantitative background and financial expertise to manage the firm’s capital in short-term trades across US equity markets.

Joel enjoys snowboarding, scuba diving, and forever believing that he is just one swing tweak away from being a decent golfer. A former D-I track and cross country athlete, he now gets most of his mileage on walks with his beloved dog. Having grown up in central New Jersey, he bleeds green for the Philadelphia Eagles but has adopted his wife’s hometown Dodgers since his move to the west coast.

  • Active engagement with a craft brewery being sold under an Assignment for the Benefit of Creditors. Developed and maintained 13-week cash flow model while providing operational support to SCP team. Implemented cost cutting measures and negotiated with government agencies to delay significant payments, allowing time for sale process to maximize recovery to creditors.
  • Financial adviser to early-stage skincare startup. Built financial model and provided strategic guidance to founder. Developed 13-week cashflow projections and sourced a bridge loan from existing investors to avoid liquidity shortfalls between large orders from national retail chains.
  • Fractional CFO for a venture-backed consumer goods company focused on premium organic products. Created financial model in support of successful series A round. Integrated detailed ecommerce KPI tracking and projections into model to help client leadership understand impacts of potential changes to marketing efforts.
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Mike De Vito

Senior Associate

Mike De Vito, a Senior Associate out of New York at SierraConstellation Partners, provides financial and operational advisory services to underperforming companies and companies in transition.

Mike brings more than seven years of experience working in operational, investing, and advisory roles across various industries, including tech, specialty services, manufacturing, consumer goods, distribution, and software.

Prior to joining SCP, Mike was the Strategic Finance Manager at AllTrails, a startup in the outdoor technology space. He was responsible for FP&A, cross-functional strategic projects and led ad hoc investment opportunities. He was a liaison to the board of directors, investors, and closed equity and debt financings during his two years at the company.

Before joining AllTrails, Mike spent three years at Golub Capital, a private debt fund, where he focused on underwriting and monitoring middle-market investments across a variety of industries. He also worked with the Special Assets team, providing operational guidance and performance improvement initiatives to underperforming companies.

Prior to that, Mike worked at Mizuho Bank in the Financial Sponsors and Leveraged Finance group, providing investment banking services to private equity clients. Mike holds a B.S. in Finance from Fordham University, where he also played on the men’s soccer team. In his free time, Mike enjoys boating, fishing, and working out at his local CrossFit gym.

  • Financial advisor to a military and defense manufacturing company. Provided P&L forecasting, 13-week cash flow, and liquidity management support. Helped negotiate short-term forbearance agreement with senior lender.
  • Provided financial advisory services to an underperforming regional grocery chain. Responsibilities included liquidation analysis to assess recovery under various scenarios as well as other financial and ad hoc analysis.
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Carmine Bruno

Analyst

Carmine Bruno, an Analyst out of New York at SierraConstellation Partners, is a finance professional with three years of experience in both advisory and investment roles. He has worked with clients across a variety of industries including consumer & retail, information technology, healthcare, professional services, and transportation & logistics.

Prior to joining SierraConstellation Partners, Carmine worked at Aleutian Capital Group, a New York investment banking firm that provides M&A advisory and acquisition services in the North American middle market. As an analyst, Carmine was responsible for originating new opportunities, creating marketing materials, performing valuation analysis, and advising companies throughout the M&A process.

He began his career as T3 Trading Group LLC, a Registered SEC Broker Dealer & Member of FINRA/SIPC. As an equity trader, he managed a self-directed portfolio utilizing fundamental and technical analysis.

Carmine has a BA in Economics from Hamilton College. He holds FINRA licenses Series 57, Series 63, and Series 79.

Carmine enjoys watching sports, reading comics, trying new restaurants and is a fan of the Indianapolis Colts and the New York Mets. He was an all-conference football player in high school and college, and fortunately left the sport with just a few broken bones.

  • Financial modeling support for a publicly traded telecommunications company with over 15 separate business units. Responsibilities included developing and maintaining the 13-week cash flow, creating client’s operating model, and developing a carve-out analysis for underperforming units.
  • Financial modeling support for an omnichannel retailer of women’s clothing. Developed and maintained a 13-week cash flow model and operating model that served as the basis for a forbearance agreement with senior lender after company experienced an event of default and liquidity crunch.
  • Operational support for an omnichannel retailer of food products. Created a waterfall analysis to determine recoveries for impaired stakeholders after closing on mezzanine financing. Subsequently negotiated with over 50 creditors out-of-court and lowered client’s AP balance by over 50%.
  • Financial modeling support for an omnichannel retailer of food products. Developed and maintained 13-week cash flow model that served as the basis for capital investment.
  • Financial modeling support for an omnichannel retailer of consumer discretionary goods. Responsibilities included four-wall analysis, pricing analysis, and implementation of best practices for client’s 13-week cash flow model.