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Jim Lancefield In 60 Seconds...
Jim is a seasoned portfolio manager who brings 30 years of expertise in driving the growth and success of mid-market, owner-managed businesses. Holding a prestigious CFA designation, Jim has a proven track record of optimizing business performance through strategic financial management.
With 22 years as a CFO across diverse industries and 8 years of commercial lending experience at BDC, Jim excels at navigating complex financial landscapes. He specializes in turning around underperforming segments and guiding businesses through periods of uncertainty, always with a focus on sustainable growth.
Jim’s approach centers on value creation through repeatable, scalable solutions that meet the demands of today’s fast-paced market. He also has a wealth of experience in capital raising and M&A transactions, helping businesses secure the resources and partnerships they need to accelerate success.
Partner with Jim to unlock the full potential of your business and achieve lasting growth.
Specialist Skills
Exit Planning / M&A
Drives successful exits for several founder-led businesses and leads multiple buy-side transactions, including diligence and post-acquisition integration.
Integrated Business Planning
Incorporates key business drivers to build complex financial models. This approach is also fully aligned to daily, weekly, and monthly KPIs to ensure profitability goals are realized and growth is effectively managed.
Capital Raising & Banking Relations
Tells compelling stories backed by financial data and performance insight. to maintain lender support during challenging periods and manage credit availability. In addition to raising traditional bank sources, it has extensive experience with factoring, asset-based lending, sub-debt, real estate, and equipment funding.
Profitable Growth Driver
Customer facing and key executive sponsor to sales teams. Led cross-functional solution design teams responses to large RFQ’s that provided both customer value and compelling ROI on major investments. Conducted margin by SKU analysis to identify underperforming segments and set pricing norms around attractive segments.
Finance Function Transformation
Re-built several accounting teams and shared service concepts to sustain timely and accurate reporting. Brings a practical approach to enhancing data quality and maximizing existing systems. Led many system upgrades and Hyperion Financials for global consolidation.
Track Record Highlights
- Led M&A process and successfully completed transaction for $50 MM USD to Strategic Buyer at premium valuation with earn-out structure.
- Negotiated terms of a JV spin-off and creation of a stand-alone entity with its own credit facilities.
- Drive operational efficiencies, engage with customers to increase pricing to substantially reduce catastrophic losses on major contracts, and eventually transition operations and sell related business unit assets to customers in an amicable transition.
- Managed complex commercial structures, quantified the impact of volume changes, scope creep, and other changes to offset mandatory cost savings and other potential customer givebacks. Also led recovery of cost inflation with challenging customers.
- Led the successful systems implementation of MS Great Plains and Tenrox Workforce Management Systems to improve project profitability analysis and drive customer project billings.
- Retooled accounting procedures for a group with 18 entities, enabling insourcing of month-end close from an external firm that facilitated the closing of $200 million in war chest funding for strategic expansion, real estate, and M&A transactions.
- Supported a comprehensive turnaround plan that led to $7mm EBITDA improvement and financial analysis to support capital raising for long-term expansion.
- Drove rolling forecasting based on evolving conditions to assist in corporate decision-making, including weekly cash projections to manage acute liquidity situations.
Sector Experience
- Diverse Multi Segment/Location, Multi Country/Currency Business Platforms
- Logistics and Supply Chain: Warehousing/3PL: Highly integrated solutions for global customers, including sequencing and line-side delivery for manufacturing supply chains as well as omnichannel and B2C fulfillment operations.
- Air/Ocean Forwarding
- Trucking includes LTL, FTL, and intermodal operators.
- Manufacturing: Electronics Contract Manufacturing and Food Manufacturing
- Professional Services: Engineering, Project Delivery, and Contract Operations.
- Real Estate: Ownership, Development, Construction, and Property Management
Looking For Something Specific?
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