Evolutionary and novel approaches, CCA
Advisory &
Executive Board
C. Alan MacDonald
Philip Van Horn Gerdine
Joseph C. Lane
Charles Rateliff
Thomas C. Blum
James H. Martin
Robert E. Kaufmann
Craig Sheftell
Richard A. Esser
Frederick G. Dickerson
Michael R. Zimmerman
Kevin Beierschmitt
Alfred P. Colangelo
Douglas D. Moffitt
John F. Otto, Jr
David W. Kratovil


The Team
Learn more about what makes Cost Containment Advisors so unique and multifaceted:

Antreas Ghazarossian

Curtis Belcher
Michael Bobelian
Vergie Booty
Gail Budzinski
Len Callahan
John Coates
Jack Connell
Kevin Gold
Stan Graiewski, DSCE
Brian M. Hess
Mark Kline
Steve Levick
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
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


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


Craig Sheftell
Managing Director,
Cost Containment Advisors


Prior to his involvement at Cost Containment Advisors, Craig Sheftell founded Fallbrook Capital, an investment company focused on mergers and acquisitions, private equity investments and Low Income Housing Tax Credits. Through Fallbrook, Mr. Sheftell has completed transactions totaling in excess of $3 billion. Prior to Fallbrook Capital, Mr. Sheftell served as a Senior Vice President of Smith Barney where he specialized in fixed income and corporate cash management.

Craig's extensive experience in tax saving venues brings great insight and knowledge to Cost Containment Advisors. In addition to his investment and advisory activities, Mr. Sheftell serves on the board of Doc Prep Services, Captive Media and Westlake Partners.


Business Experience
  • West Coast Capital
  • Fallbrook Capital - Founder
  • Smith Barney - Senior Vice President
Professional Affiliations
  • Doc Prep Services Board Member, Captive Media and Westlake Partners.
Education
  • University of South Florida, B.A.


Richard A. Esser
Managing Director,
Cost Containment Advisors


Richard Esser brings knowledge of property tax consultation for large firms as well as knowledge of properties with significant property tax liabilities to Cost Containment Advisors. Rick specializes in strategic planning, acquisitions and long-term property tax management.

A specialist in central assessments and proactive assessment strategies, Rick has managed engagements concerned with property tax issues associated with complex properties including electric, gas, communication, airline, pipeline and natural resource properties.

He is experienced in making legislative presentations and analyses, value presentations and testimony for assigned property, and in negotiating settlements of litigation and Administrative appeals. Rick has served on several national committees and developed close working relationships with assessed property managers representing multiple states.


Business Experience
  • Arthur Andersen's Phoenix (1997-2002), Senior Manager, Member of National Property services leadership team. Rick had national responsibilities for energy, communications, transportation, natural resource and large multi-state properties.
  • Complex Properties (1996-1997), Regional Director, including energy, transportation and communications properties for another big six firm.
  • State of Arizona as Manager of the Centrally Assessed Property Division (1991-1996), focused on financial valuation, audit and natural resource property groups. He also helped the Hopi Nation develop property tax code, while at this position.
  • Maricopa County Assessor's Office (1985-1991), Special Projects and Development Manager, responsible for developing appraisal and appeals methods and guidelines.
Professional Affiliations
  • Arizona Board of Appraisal, Certified General Real Estate Appraiser
  • Arizona Department of Revenue, Basic and Commercial Certifications
  • International Association of Assessing Officers, Public Utility Council, member
  • Multi-State Tax Commission's Property Tax Audit Directional Committee, former voting member
  • National Conference of Unit Valuation Standards, former voting member
  • Western States Association of Tax Administrators Committee on Centrally assessed Property, former voting member
Education
  • Northern Arizona University, (1981) Bachelor of Science in Industrial Management, Energy and Transportation


Frederick G. Dickerson, AVA
Advisory Board,
Cost Containment Advisors


Mr. Dickerson has over 30 years of experience in the theories and methodologies of property and business valuation. He has spoken and authored several publications on these topics, and has actively worked as a property appraiser. Recently retired from the Georgia Department of Revenue, Gregg provides consulting services relating to the determination of fair market values for ad valorem tax purposes of operating property owned by public utilities.

Gregg is a frequent speaker at the International Association of Assessing Officers' Public Utility Seminars, the National Tax Association / Wichita State University Annual Program on Appraisal for Ad Valorem Taxation of Communications, Energy and Transportation Properties, and has taught unit rule valuation methodologies at both state and national educational programs.

Gregg has written about such topics as discounting of owner financing and application of the income approach in unit rule appraisals, and has been published in "The Appraisal Journal," "Assessment Digest", and "The Property Tax Journal," the national publications in the property appraisal and property assessment fields.

Gregg is certified as an Appraiser IV by the Georgia Department of Revenue's Georgia Certification Program.

Gregg's extensive experience and devotion to the theories and methodologies involving the valuation of property, makes him an invaluable addition to the Cost Containment Advisors' Executive Board


Business Experience
  • Georgia Department of Revenue (2001 -2006), Program Manager, Public Utilities Section, Property Tax Division
  • Norfolk Southern Corporation (1993-2001), Property Tax Manager
  • Georgia Department of Revenue (1983-1993), Public Utility Valuation Manager
  • Georgia Department of Transportation (1973-1983), Right of Way Appraiser I, II, and Team Leader
Professional Affiliations
  • Member, National Association of Certified Valuation Analysts
  • Accredited Valuation Analyst
Education
  • University of Georgia, 1972, B.S. Ed


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)


David W. Kratovil
Advisory Board,
Cost Containment Advisors


Prior to joining Cost Containment Advisors, Mr. Kratovil worked with a variety of Fortune 500 multi-national clients in addition to smaller private and public clients while at Credit Suisse First Boston, a leading global investment bank. He was involved with counseling senior management in the execution of financing arrangements and the on-going cash flow generation with which a client would strengthen their respective balance sheet. This activity involved a review and analysis of operating efficiencies to include revenue enhancement and cost containment strategies. Principal relationships were focused in the auto, consumer products, and diversified manufacturing industry sectors.

Throughout his business career, Mr. Kratovil has assisted clients in providing solutions to their financing needs by conducting thorough due diligence, coming to a full understanding of the business and working to bring the appropriate resources to bear on a particular problem. Always keeping the client in the forefront, he would work to keep the focus on the issue at hand. Where only minor adjustments would be necessary, the solutions offered would be simple, but as more complex issues arose as in the financing of a supply chain or a re-capitalization, the aspects of facility management, cost containment and risk mitigation, among others, would be utilized in arriving at the proposed solutions for senior management to consider.

With 25+ years of business experience, Mr. Kratovil offers the clients of Cost Containment Advisors his insights gleaned from working on both an international and domestic platform covering a range of companies from US subsidiaries of European and Asian trading companies to the Fortune 50.


Business Experience
  • Credit Suisse First Boston - Director, Corporate Banking & Leverage Finance Group (1997 - 2004)
  • Credit Suisse & Zurich, Switzerland ­ Various management positions in the corporate marketing groups and Manager of Precious Metals Marketing & Trading (Americas) (1981 - 1997)
  • Chemical Bank ­ Initiated business career covering the electric utility industry (1973 - 1981)
Education
  • Harvard University Executive Courses (1991)
  • New York Institute of Finance (1985)
  • University of Virginia, B.A. Industrial Psychology (1973)