Andy Waltman Cpa

FAQ About Andy Waltman Cpa

• What is Andy Waltman Cpa's address?

  Andy Waltman Cpa is located at
  Plano, Texas, United States

• What is Andy Waltman Cpa's job title?

  Andy Waltman Cpa is a
  With significant experience as a financial leader focused in strategic portfolio management & business transformations, I have been integral to M&A processes & impactful relationship management. I am skilled in executive talent acquisition, of which I have been able to direct high-performing teams to reach optimal business success & revenue growth. It is my passion to utilize my data-driven solution expertise while focusing on influential leadership, leading to multi-million-dollar revenue increases through business partnerships. Some of my key achievements include: ✅ As lead sponsor, raised over 70M for acquisitions, debt refinancing, and a distressed equity infusion for 7 lower middle market companies having a combined enterprise value of ~108M, networking brokers, performing due diligence, obtaining financial commitments, collaborating with company founders, and managing all lenders, investors, and legal representation through end-to-end deal execution ✅ Collaborate with and direct 3 teams of C-Suite leaders, driving relationship development, instilling strong executive characteristics, generating equipped leadership prepared for decision making and execution ✅ Spearheaded the recovery of a declining portfolio company where revenue had dropped by 50% over 18 months, and cash dropped to unsustainable levels, spending a month on-site designing a cash flow model, generating over 300K capital from current investors, and acquiring a new CEO in 2020 despite a global pandemic ✅Collaborated with the CFO and fiscal reporting team, providing various financial information including due diligence and valuation, servicing 150+ limited partners within 3 E&P funds and 4 midstream funds having 2.4B of AUM ✅Directly worked in both the Private Client Services Assurance and Tax division, maintaining smaller companies generating 200M in revenue meeting multifaceted financial needs Baymark Partners

• What industry does Andy Waltman Cpa currently work in?

  Andy Waltman Cpa currently works in the
  Baymark Partners

• What is Andy Waltman Cpa's area of expertise?

  Andy Waltman Cpa specializes in
  With significant experience as a financial leader focused in strategic portfolio management & business transformations, I have been integral to M&A processes & impactful relationship management. I am skilled in executive talent acquisition, of which I have been able to direct high-performing teams to reach optimal business success & revenue growth. It is my passion to utilize my data-driven solution expertise while focusing on influential leadership, leading to multi-million-dollar revenue increases through business partnerships. Some of my key achievements include: ✅ As lead sponsor, raised over 70M for acquisitions, debt refinancing, and a distressed equity infusion for 7 lower middle market companies having a combined enterprise value of ~108M, networking brokers, performing due diligence, obtaining financial commitments, collaborating with company founders, and managing all lenders, investors, and legal representation through end-to-end deal execution ✅ Collaborate with and direct 3 teams of C-Suite leaders, driving relationship development, instilling strong executive characteristics, generating equipped leadership prepared for decision making and execution ✅ Spearheaded the recovery of a declining portfolio company where revenue had dropped by 50% over 18 months, and cash dropped to unsustainable levels, spending a month on-site designing a cash flow model, generating over 300K capital from current investors, and acquiring a new CEO in 2020 despite a global pandemic ✅Collaborated with the CFO and fiscal reporting team, providing various financial information including due diligence and valuation, servicing 150+ limited partners within 3 E&P funds and 4 midstream funds having 2.4B of AUM ✅Directly worked in both the Private Client Services Assurance and Tax division, maintaining smaller companies generating 200M in revenue meeting multifaceted financial needs

• Which languages does Andy Waltman Cpa speak? 

  Andy Waltman Cpa speaks the following languages:
  No languages available.

• Which industries has Andy Waltman Cpa previously worked in?   

  Andy Waltman Cpa has prior experience in the following industries:
  Energy Spectrum , Pwc

• What is Andy Waltman Cpa’s work experience?  

  Andy Waltman Cpa has the following professional experience:
  Baymark Partners , Energy Spectrum , Pwc .

• How can I find Andy Waltman Cpa on LinkedIn?  

  You can view Andy Waltman Cpa’s
  LinkedIn profile at LinkedIn URL.

• What are Andy Waltman Cpa’s work email addresses?  

  Andy Waltman Cpa’s work email addresses are
  [email protected] .

• What company does Andy Waltman Cpa work for?  

  Andy Waltman Cpa works at
  Baymark Partners