|  Newsletters Advisory & Executive Board C. Alan MacDonald Philip Van Horn Gerdine Joseph C. Lane Charles Rateliff Thomas C. Blum James H. Martin Mark M. Newdick Robert E. Kaufmann Robert G. Rusk Michael R. Zimmerman Kevin Beierschmitt Alfred P. Colangelo Douglas D. Moffitt John F. Otto, Jr The Team Learn more about what makes Cost Containment Advisors so unique and multifaceted: Antreas Ghazarossian Curtis Belcher Michael Bobelian Vergie Booty Gail Budzinski John Coates Jack Connell Syndi Gates Thomas G. Glock Kevin Gold Stan Graiewski, DSCE Kitty I. Guinsler Brian M. Hess William F. Mack James Nelson John P. Nola John Ragan Stephen Schaeffner Thomas Schulz Louis Spisak Matthew Stellato Steven Tatro Susan Tallchief State and Local Experts Analytical and Market Data Resources Channel Partners C. Alan MacDonald Advisory Board, Cost Containment Advisors Alan MacDonald brings extensive experience in business operations, brand management, restructuring, manufacturing, and executive management to Cost Containment Advisors. He spent the first forty years of his career in the food industry, ultimately rising to President and Chief Executive Officer of Nestle Foods, Inc., a $2 billion wholly owned subsidiary of Nestle S.A. During his eight years at Nestle, Alan oversaw the doubling of sales as well as the acquisition of four new companies and the divestiture of multiple non-strategic businesses. Prior to Nestle, as the President and Chief Executive Officer of Stouffer Food Corporation, Alan managed a ten-fold growth in sales through product extensions, brand management, and extensive new product development. He directed the conceptualization, development and implementation of Stouffer’s “Lean Cuisine,” one of the most successful new product launches in frozen food history. After retirement from Nestle, Alan became Chairman and Chief Executive Officer of Lincoln Snacks. He continued to be active in a variety of company endeavors after its sale. Alan served as the Chairman of the American Frozen Food Institute, and has held several professional board positions both prior and since retirement. Business Experience Lincoln Snacks – Chairman and Chief Executive Officer Stouffer Foods Corporation – President and Chief Executive Officer Nestle Foods, Inc. – President and Chief Executive Officer Professional Affiliations Lord Abbett & Company Fountainhead Water Company Lincoln Snacks Company The J.B. Williams Company CARESIDE, Inc. Velocity Co Seix Investments H.J. Baker & Bro. Education Cornell University – B.S. Hotel Administration Philip Van Horn Gerdine Advisory Board, Cost Containment Advisors Philip Gerdine brings extensive experience in international business management to Cost Containment Advisors, including company appraisals and valuations, structuring complex financial transactions, oversight of global corporate operations, and the development and application of business strategy. Although his primary focus in the last 20 years has been in the semiconductor industry, his experience within GE and Siemens has been varied in fields such as major appliances, battery manufacturing, large apparatus service, factory automation, power generation equipment, electron tube and capacitors, lighting fixtures and sources, chemical plants (Australia and Switzerland), airport construction in developing countries (Kazakhstan, Tajikistan), musical talent management, the movie industry, telecommunications and the defense industries in the United States, Great Britain, Norway and Germany. He was appointed by GE to manage a transition of a semiconductor company at the early venture stage to become the leader in its field and a Fortune 200 company today; he has served on its board for over 34 years. Business Experience Boston Consulting Group – Corporate Strategy Advisor PriceWaterhouse Coopers LLP – Manager, Acquisitions General Electric Company – Manager, Acquisitions & Divestitures General Electric Venture Capital Co. – Vice President Siemens Aktiengesellschaft (Munich) – Executive Director, Mergers & Acquisitions The Plessey Company PLC (London) – Managing Director Fordham University Graduate School – Adjunct Professor University of New Haven – Adjunct Professor in Finance Professional Affiliations Applied Materials, Inc. Kulicke & Soffa Industries, Inc. Solectron Corporation S-Chip Semiconductor, Inc. Nuclepore Corporation Plessey Canada (1983) Ltd. Telmar Insurance Ltd. (Gibraltar) Powerex Corporation (venture among GE, Westinghouse and Mitsubishi) American Society of Certified Public Accountants Education Haverford College – A.B. Boston University Graduate School – M.A., Ph.D. Clinical Psychology Boston University School of Management – M.B.A. International Finance Certified Public Accountant, New York and Connecticut New York University Federal Tax Institute Joseph C. Lane Advisory Board, Cost Containment Advisors Joseph Lane is an independent financial expert, with over thirty years of strong risk assessment, risk management, and value based management skills. He comes to Cost Containment Advisors with extensive global experience through international assignments, as well as leading very large project financings. He has in-depth financial and analytical skills through experience with large complex financial transactions, demanding considerable financial, legal, and engineering experience. Joseph has diverse industry experience specializing in power, but going beyond power, including oil and gas, mining, airports, media and telecom, healthcare industries, as well as various multinationals companies. Business Experience 1212 Partners, LLC (2003–2009) Financial and Energy Consultant Edgebrook Bank, (2007-2008) Independent Director Piney Creek Inc, (2005-2008) Independent Director Artesia Capital Corporation, Sao Paulo, Brazil, Independent Director Director, Marathon Capital (2004-2005) Board Advisor and Consultant Accenture Corporation (2004-2005) Business Development Consultant ABN Amro Bank, N.V. (1986-2003) Managing Director, Global Integrated Energy Corporate Finance; Power and Infrastructure Group The First National Bank of Chicago (1966-1986) Vice President, Head of Various Industry Groups; Various International Banking Positions Professional Affiliations Electric Power Supply Association, (Elected at Large Board Member for five years) Cambridge Energy Research Association’s Global Power Forum, NY Independent Power Producers’ Association Northwestern University’s Kellogg Graduate School Of Management: Both Guest Lecturer, and Member of Kellogg’s Alumni Advisory Board Former Chair of Board of Trustees of Sacred Heart Schools, Sheridan Road Regis University: President’s Council Education Kellogg & Northwestern Law Schools (1998-2003), Guest Lecturer Center for Creative Management, (1988) Kellogg School of Management, Northwestern University (1966) MBA, Finance Major Regis College (1964) BA, Philosophy Major Charles Rateliff Advisory Board Member, Cost Containment Advisors Charles Rateliff retired in 2005 from Wal-Mart Stores as a Senior Vice President after a twenty-five year career. Sam Walton identified Charles early on as a young man with tremendous potential. As a result, he allowed him to accumulate responsibilities quickly. Charles was hired in 1979 as an Internal Auditor, but within five years was promoted to Treasurer. Over the course of the next twenty years, Charles was asked to either develop or restructure several divisions within Wal-Mart. These experiences required that he develop keen analytical skills as well as specific skill sets particular to each division. Wal-Mart was not yet a one billion dollar company when Charles joined in 1979. Upon his retirement in 2005 Wal-Mart sales were approaching $350 billion. During his career he held responsibilities for all the Benefit Plans (401k and Profit Sharing), Workers Compensation, General Liability, Property Insurance, the Self-Insured ERISA Health Plan, the Aviation Department (26 Lear jets and 85 pilots), the Travel department (in-house commercial bookings of $40 million annually), Compliance, Food Safety, Risk Management, Domestic and International Security. The success of Wal-Mart allowed Charles to retire early and pursue his personal interests. He is currently very active in the Bentonville, Arkansas area serving on several charity boards. In addition, he enjoys working on his real estate projects, his consulting business, and other investments. Business Experience Wal-Mart Stores, Inc. (1979–2005) Professional Affiliations Northwest Arkansas Community Foundation, Board member and current Finance Chair Cancer Challenge, 15 year Board member (raised over $8 million to fight cancer) Airport Advisory Board, Mayoral appointment Literacy Council Tutor, Certified in ESL and ABL Influencers – Christian Men's Bible Study, Team Guide Bentonville Boys and Girls Club, Founding Support Member Bentonville Schools Foundation Board (1991–2001) Little League/Babe Ruth Boards/Coach (1989–1999) Education University of Arkansas, BA, Political Science University of Arkansas, MBA Thomas C. Blum Advisory Board, Cost Containment Advisors Mr. Blum has 23 years of experience in investment banking and investments in private equity and venture capital opportunities. Mr. Blum spent 14 years in investment banking, where he was actively involved in mergers & acquisitions, IPOs, high-yield and investment grade debt and corporate advisory transactions for a wide range of insurance and specialty finance companies. During a portion of this time he was based in Tokyo and oversaw the Salomon BrothersÕ Japanese and Asian Financial Institutions activities. Mr. Blum was a Managing Director in the private equity firm, Columbia Financial Partners, for 3 years, during which time he helped manage the reorganization and liquidation of ContiFinancial Corp., an $11 billion mortgage company. In 2001, Mr. Blum founded and led Channel Capital LLC, which provided venture capital and financial advisory services to emerging companies. There he became an active angel investor, backing eleven companies. Currently, Mr. Blum is a partner at G.C. Andersen Partners, LLC, which is a New York City based boutique merchant bank that advises and invests in emerging growth and middle market companies. Business Experience G.C. Andersen Partners LLC (2006 - Present), Partner Channel Capital, LLC (2001 - 2006), Founder Columbia Financial Partners (1998 - 2001), Managing Director Bear Stearns & Co. (1996 - 1998), Managing Director Salomon Brothers Inc. (1984 - 1996), Vice President Professional Affiliations Landauer Metropolitan Inc., Board of Directors MZM Imaging, Inc., Board of Directors Interactive Frontiers, Inc., Board of Directors SkyFuel Inc., Board of Directors Education Princeton University, 1980, BS, Engineering Harvard Business School, 1984, MBA James H. Martin Advisory Board Member, Cost Containment Advisors Jim Martin spent the first twenty years of his career as CEO of four different manufacturing companies across four different industries including office products, wood products, kitchen and bathroom, and automotive. In 2003 Jim established J. Harwood Martin LLC to develop and represent Chinese automotive components manufacturers within the North American automotive industry. Product categories include forge & cast aluminum wheels, injection molded and plated plastic nameplates, emblems, and bright trim, plastic and aluminum-overlay wheel trim, shock absorbers, cast pistons, zinc & aluminum castings, and plastic injection mold tooling. His customer base includes General Motors, Ford, and Chrysler as well as Tier I Suppliers MANN+HUMMEL, Behr America, Valeo, Delphi, Key Plastics, and Mark IV Automotive. Jim’s extensive experience and far-reaching access to industry executives are valuable assets so that the automobile sector can benefit from Cost Containment Advisors’ skills in reducing significant fixed overhead expenses. Business Experience Labelon Corporation, Office Products Manufacturer – CEO W.W. Babcock Co., Wood Products Manufacturer – Owner/CEO Bloch Industries Inc., Kitchen & Bath Manufacturer – CEO Livingston & Co., Automotive Instrumentation Manufacturer – CEO J.Harwood Martin LLC, Automotive Manufacturers Representative Education Cornell University, 1975 BS Mechanical & Aerospace Engineering Cornell University, 1976 M.Eng. Mechanical & Aerospace Engineering Harvard University, 1978 MBA Mark M. Newdick Advisory Board Member, Cost Containment Advisors Mark has extensive experience in designing, maintaining and implementing accounting and business systems, and providing the necessary leadership in both established and start-up companies in large national and international enterprises. His advice and experience have provided thought leadership to CCA with projects dealing with large fixed asset databases that inform property tax compliance processes. Mark was CFO for Krauter & Company LLC, a New York based business insurance brokerage, from its inception in 2004, working with the founder and owner to establish accounting systems and controls, with customized software tailored to the industry and the company's policies and procedures. Company grew rapidly to become a significant player in the insurance brokerage industry. Prior to this, Mark worked at United Rentals where he was pivotal in the development, design and implementation of the Asset Roll Forward Reconciliation System, ensuring full control of the company's $5BN rental equipment assets in their 600 distribution outlets. Mark also developed and implemented new systems and procedures for the company's risk management department, recoupment of Fuel Tax, and compliance to the Davis-Bacon Act (payroll). More recently, Mark was instrumental in helping to establish Palladin LLC, a Sign-A-Rama franchise, in Stamford, CT, and remains a significant investor and advisor to this start-up operation. Business Experience Krauter & Company, LLC. – Chief Financial Officer United Rentals, Inc. – Senior Business Analyst (Special Projects) Aon Risk Management, Inc. – CFO – Mergers & Acquisitions Group Geosource, Inc. (Oil Exploration) – Regional Controller (Sudan & Somalia) Morrison-Knudsen (Civil Engineering) – DCAA Auditor (Saudi Arabia) Professional Affiliations Krauter & Company, LLC. (Board Member) Palladin, LLC. (Board Member) Allied Forces Foundation, LLC. (Charity – Treasurer and Board Member) “Squadron A”, “Gold’s Dragoons” and the “St. George’s Society” (Member – philanthropic, volunteer and social organizations in New York and Connecticut) Robert E. Kaufmann Advisory Board, Cost Containment Advisors Robert Kaufmann brings extensive experience in executive level management to Cost Containment Advisors. As Associate Dean of the Faculty of Arts and Sciences at Harvard, he was the chief financial and administrative officer of that Faculty during the difficult years of the 1970’s during which universities were in financial distress with flat endowment values, runaway inflation, and the energy crisis of the early seventies. His MBA training was essential in helping to bring a complex academic budget back into balance, while preserving the educational excellence of Harvard College and its Graduate School. Later, as a CEO of a large private institution he was responsible for the full range of financial and executive leadership. During his time as headmaster, he grew the endowment by five times, invested heavily in the plant at the school and tripled faculty salaries. In addition, financial assistance to students was greatly expanded. His knowledge of finance, his hands-on experience over a lifetime of work in the not- for-profit sector make him a valuable addition to the CCA team. He also brings a diversity of experience and a broad exposure to thought leaders across the country that will be equally valuable. Business Experience Deerfield Academy (1964 – 1966), Teacher Harvard College (1966 – 1971), Director of Admissions Harvard College (1971 – 1980), Associate Dean of Faculty Deerfield Academy (1980 – 1994), Headmaster SpencerStuart, Executive Search Consultants (1995 – 1998), Director Hole in the Wall Gang Camps (1995 – 1998), Executive Director Association of Hole in the Wall Gang Camps (2000 – 2003), Executive Director Professional Affiliations Past President, Boys and Girls Club of Greenwich (Board Member since 1997) Vice President, Round Hill Club, Greenwich (Board Member since 2003) Greenwich Country Day School (Board Member 2000 to present) Historical Society Town of Greenwich Director, Tocqueville Alexis Mutual Fund Education The Hill School Harvard College, 1962, BA Economics with honors Harvard Business School, 1964, MBA Robert G. Rusk Advisory Board, Cost Containment Advisors Rob Rusk has over 25 years experience in mergers and acquisitions, leveraged buyouts, private equity, leveraged finance, capital markets, restructuring and distressed investing. He has led teams structuring and executing transactions with a value in excess of $30 billion in a variety of industries including automotive supply, consumer products, energy, healthcare, industrial, independent power, retailing, real estate, technology, and utilities. Mr. Rusk is a co-founder and member of the management committee of Cypress Associates LLC, a New York-based investment banking firm focused on mergers and acquisitions, restructuring, capital raising and litigation advisory services. He is the founder and managing partner of Sleepy Hollow Capital Partners, a private investment firm. Mr. Rusk is a member of several corporate and charitable boards. Previously, he held senior investment banking positions at CIBC World Markets, Bear Stearns and Bankers Trust. Business Experience Cypress Associates LLC (2002 – Present), Managing Director, Co- Founder and Member of the Management Committee. Sleepy Hollow Capital Partners LLC (2001 – Present), Managing Partner. CIBC World Markets (1995 – 2001), Managing Director, Investment Banking. Bear Stearns & Co. (1993 – 1995), Associate Director, Investment Banking. Sumitomo Bank Leasing (1992 – 1993), Vice President. Bankers Trust Co. (1983 – 1991), Vice President, Corporate Finance and Capital Markets. Professional Affiliations Goodway Technologies Inc., Board of Directors Schultze Asset Management, Board of Advisors Education The Wharton School of Business of the University of Pennsylvania (1989), M.B.A. Hamilton College (1983), A. B., Public Policy. Michael R. Zimmerman Advisory Board, Cost Containment Advisors Michael Zimmerman has over 25 years' experience in providing corporate finance and capital markets solutions to corporations. Since 1977, he has worked with virtually every sector of the economy, including: automotive, business services, consumer products, distribution, energy, banking, insurance, media, manufacturing, retailing, technology, transportation and utilities. Most recently, he was Global Head of Citigroup's Private Equity business. Michael's financial engineering skills are applied to mergers and acquisitions; the structuring and issuance of debt, equity and preferred stock; limited partnerships; project financings; real estate financing; sale leasebacks; start-up ventures; and late stage venture capital. For the past ten years, Michael has provided these services, with a focus on mergers and acquisitions advice and access to public and private capital markets to large U.S. based private equity partnerships and their portfolio companies. Michael is, therefore, in an ideal position to ascertain how cost containment solutions can be implemented to protect or improve a client's market position and valuation. Business Experience Citigroup (1997 - 2003), Managing Director, Investment Banking, Global Head of Private Equity Group, Senior Member of Financial Entrepreneurs Group. Salomon Smith Barney (1994 - 1997), Managing Director, Investment Banking, Co-Head of Financial Buyers Group. The First Boston Corporation (1977 - 1994), Managing Director, Investment Banking. Education Columbia University Graduate School of Business, (1975 - 1977) M.B.A., Concentration: Finance and Accounting University of North Carolina (Chapel Hill), (1971 - 1975) B.A., Major: History Kevin Beierschmitt Advisory Board, Cost Containment Advisors Kevin Beierschmitt, most recently served as Vice President of Finance at Alamosa PCS Holdings, Inc., Sprint's largest affiliate. In his 6 years at Alamosa, Kevin was responsible for all financial analysis around capital deployment, purchasing, real estate, fixed assets, facilities, and all matters related to network finance. Kevin also had lead responsibility for acquisitions and integration in the aforementioned fields. Kevin had heavy involvement in due diligence related to the sale of Alamosa PCS for $3.4 Billion. Prior to joining Alamosa, Kevin spent 6 years working for Southwestern Bell Wireless holding several positions in the finance and accounting arena. Prior to Southwestern Bell Wireless, Kevin spent 4 years in public accounting. Primary responsibilities included auditing rural telephone cooperatives and their wireless subsidiaries. Kevin earned his B.B.A. in Finance from Texas A&M University, spent over 2 years pursuing an electrical engineering degree and is a CPA. Throughout Kevin’s tenure at Alamosa PCS, he had the opportunity to deal with property tax issues in 18 states. By understanding the tax laws in these states, technically understanding the assets, and proactive managing this tax, Alamosa PCS was able to save millions of dollars in property tax. Cost Containment Advisors was a valued consultant in this process, as Alamosa PCS was a client of the firm. Business Experience Alamosa PCS Holdings Inc., Vice President of Finance Southwestern Bell Wireless, Financial Accounting Education B.B.A, Texas A&M University Alfred P. Colangelo Advisory Board Member, Cost Containment Advisors Alfred Colangelo is a senior financial executive with a demonstrated record of accomplishment in a dynamic, fast paced, high growth environment. Alfred significantly participated in the creation of United Rentals, Inc. (NYSE: URI), the largest equipment rental company in the world with revenues of $3.6 billion, 12,000 employees and 700 locations throughout North America. This growth was fueled by raising over $11.5 billion in debt and equity capital through public and private markets and by successfully completing and integrating over 250 acquisitions. He has more than seven years of diverse public accounting experience with a global accounting firm. His experience and knowledge includes: capital formation, mergers & acquisitions, managing wall street investment banking and credit agency relationships, and strategic planning and analysis. Alfred also has extensive knowledge of GAAP and SEC, Internal controls, procedures and general accounting, Sarbanes Oxley Compliance, Commercial Banking and treasury functions, Income and Property Taxes, and Risk Management and Internal audit. Professional Experience United Rentals, Inc., Greenwich, CT, (March 1998 - July 2006) Vice President, Special Projects. United Rentals, Inc., (June 2000 - Feb 2006) Vice President, Finance and Officer. Responsible for a broad range of financial, strategic and accounting matters. United Rentals, Inc., (March 1998 - June 2000) Vice President, Financial Reporting and Analysis. Responsible for all SEC and external reporting. Researched and implemented all significant and complex accounting pronouncements. Deloitte & Touche, LLP, Stamford, CT, (Sept 1990 - March 1998) Accounting and Auditing Manager. Cost Containment Advisors, Greenwich, CT (August 2006 - present) Advisory Board Member. Education Fordham University, Bronx, New York (1990) BS, Public Accounting Douglas D. Moffitt Advisory Board, Cost Containment Advisors Doug's career features a wealth of experience in building and rebuilding successful teams and mutually beneficial key client relationships at the highest levels of corporate America. He has proven his management abilities by developing and managing high-performing teams at every organizational level and in a variety of financial climates. He has increased revenues in the face of decreasing staff, improved underperforming regional portfolios by reviving key client relationships, and motivated others through supervisory and mentor relationships. His clients have included many of the largest mutual fund and hedge fund organizations in the country. Finally, Doug has used his experience in a senior position to direct such diverse activities as legal, marketing, investor relations, operations, and disaster recovery. Doug's experience with high-functioning teams and key client relationships make him intimately familiar with the strategic value of a focus on delivering cost containment solutions that improve operations and shareholder value. Business Experience APLOS Advisors LLC (2004 - Present), Chief Operating Officer. Goldman Sachs (1996 - 2004), Managing Director, Equity Sales and Sales Management. CS First Boston Corporation (1985 - 1996), Director, Equity Sales and Sales Management. Xerox Corporation (1981 - 1983), Marketing Representative. Education Northwestern University, Kellogg Graduate School of Management, M.B.A. Northwestern University, B.S John F. Otto, Jr. Advisory Board, Cost Containment Advisors An active 30 years in Wall Street investment banking prepared John Otto for the roles he now plays as a private investor, entrepreneur, board member and advisor to both for-profit and not-for-profit organizations. He currently invests through Waterfront Partners, LLC and, in addition to service on several boards, co-founded Jet Equity, LLC, a private aviation company in White Plains, NY. As Managing Director at Salomon/Salomon Smith Barney/Citigroup, John headed the Global Telecommunications Group, sat on the Management Committee and handled many international as well as domestic clients. Under his leadership, the telecommunications franchise grew from 13 professionals and annual revenues of $46 million to 125 professionals worldwide and $875 million in revenues. Prior to Salomon Brothers, he headed the Media and Entertainment Group at Bear Stearns directly influencing the Media Group's rise to the number one ranked League Table position. Prior to joining Bear Stearns, John was a Managing Director, Corporate Finance Department, at Merrill Lynch & Co. In his 15 years there, the investment banking team grew from 55 professionals to one of the top ranked investment banks worldwide with the acquisitions of White Weld and A.G. Becker. The breadth of John's experience, his acknowledged business leadership skills and a solid corporate finance background uniquely equip John to devise and judge cost containment strategies. Business and Board Experience Salomon-Salomon Smith Barney-Citigroup (1997 - 2003) Managing Director, Global Telecommunications Bear Stearns & Co. (1987 - 1997) Senior Managing Director Media and Entertainment Group Merrill Lynch & Co. (1972 - 1987) Managing Director, Corporate Finance Boston College, member Wall Street Counsel Davidson College, Board of Visitors ENACT, New York based not-for profit. Member of the Board of Directors: Alamosa Holdings, Inc, JetEQUITY, Canal Industries, Boy's & Girl's Club of Greenwich Education Columbia University, Graduate School of Business, MBA, (1972) Boston College, BA Cum Laude, (1970) Home |  Areas of Expertise |  Client Results |  Background |  Advisory & Executive Board |  The Team |  Feedback |  Contact © 2004 Cost Containment Advisors, Inc.