B i o g r a p h y Steven M. Egna Steven M. Egna
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1 B i o g r a p h y Steven M. Egna CBA, CVA, ABAR, CM&AA Valuation Resource Group, LLC 75 Troy Road East Greenbush, New York P: (518) E: segna@valuationresource.com Steven M. Egna is a Certified Business Appraiser (CBA ) Accredited by the Institute of Business Appraisers ; a Certified Valuation Analyst (CVA ) and Accredited in Business Appraisal Review (ABAR ) Accredited by the National Association of Certified Valuators and Analysts ; he is also a Certified Merger and Acquisition Advisor (CM&AA ) accredited by the Alliance of Merger & Acquisition Advisors. Mr. Egna has over 30 years of diversified financial leadership and management experience specializing in transition planning and valuation analysis of all sorts. He brings a practical, hands on approach to all of his work. His past experience as a senior leader in operating companies provides his clients with a unique perspective that they generally do not see from other service providers. He has worked on numerous valuation-related assignments throughout his career. Steve has a number of strategic relationships across the country, including David Nixon of Nixon Consulting, Inc., a leading funeral home advisor. In addition to transition planning and valuation related assignments, his work also includes: mergers and acquisitions, damages for lost profits, litigation support, operations analysis, and comprehensive product line profitability analysis, including standard cost development. He has led cross-functional teams from various disciplines including systems, risk management, operations, sales, and marketing. Most recently, he built and led the business advisory services practice at a regional accounting and advisory firm. The foundation for his work was developed through various leadership, management, and analytical assignments at General Electric, including serving as the Finance Director for one of GE Capital s United Kingdom s financing businesses. In addition, he has been the Chief Financial Officer and Finance Director of two New York based mid-market professional services firms, as well as being one of five Managing Director/Owners of a boutique New York investment banking and business consulting firm. Mr. Egna is a 1982 highest honors graduate of Northeastern University in Boston where he earned a Bachelor of Science in Business Administration. In 1984, he was an honors graduate of General Electric s Financial Management Program. He also earned a Masters of Management from the J. L. Kellogg Graduate School of Management and is a 2002 graduate of the Albany-Colonie Regional Chamber of Commerce s Capital Leadership Program. Steve recently served as the Managing Director of the American Business Appraisers, a national consortium of independent business appraisal firms and related services after serving on the board for five years. He has been a guest lecturer at Rensselaer Polytechnic Institute, the State University of New York at Albany and The Graduate College of Union University, and is currently an instructor for the Consultants Training Institute. While teaching for the Institute of Business Appraisers, he was named the 2009 Instructor of the Year, a 2010 Instructor of Great Distinction, and a 2011 Instructor of Exceptional Distinction. Mr. Egna is available to speak on a variety of valuation and other advisory related topics. He has also spent many years as a youth group advisor, coaching youth sports and is a certified U.S. Soccer Federation referee.
2 Valuation Resource Group, LLC 75 Troy Road Office: (518) Albany, NY QUALIFICATIONS SUMMARY Accomplished Business Appraiser, Finance and Business Leader. Valuation, merger, acquisition, and divestiture expertise. Certified Business Appraiser, Certified Valuation Analyst, Accredited in Business Appraisal Review, Certified Merger & Acquisition Advisor. Experience working with a broad range of companies ranging in size from start-up to over $500 million. Skilled at assisting team setting and achieving organizational goals. Responsible for finances and operations simultaneously. Experience in growth oriented businesses as well as distressed company situations. New product development and pricing experience. Instructor for Consultants Training Institute/Institute of Business Appraisers. Rensselaer Polytechnic Institute, Union College and SUNY Albany Graduate Program Guest Lecturer. J.L. Kellogg Graduate School of Management. Performed over 300 business appraisals on a variety of businesses for numerous reasons. Led development of standard costing and analysis increasing market share 15% and negotiating an extended servicing agreement, increasing income $1 million. Broad range of merger, acquisition and divestiture experience including underwriting of various acquisitions contributing $17 million in net income. PROFESSIONAL EXPERIENCE VALUATION RESOURCE GROUP, LLC, E. Greenbush, NY 2015-Present Senior Business Valuation Advisor of a financial advisory firm offering services that include business valuations, litigation support, transition planning, buy and sell side support, and buy-sell agreements. ARIES BUSINESS VALUATION ADVISORS, Albany, NY 2015-Present Founder and Managing Director of a customer focused firm providing business advisory services including transition planning, CFO/COO services, distressed company support, and general management services. Seminars and instructor level workshops and presentations offered on a variety of related topics. TEAL BECKER & CHIARAMONTE CPAs, P.C., Albany, NY A more than 40 year old CPA firm providing a full range of tax, accounting and financial services complemented by a wide range of business advisory services to a diverse client base. Partner (2014) & Director of Business Advisory Services Responsible for building, marketing and leading the firm s business advisory services practice with a focus on valuation, litigation support and management advisory services. More than quadrupled the practice in less than four years. THE KALEEL JAMISON CONSULTING GROUP, INC., Troy, NY Consulting firm specializing in strategic culture change with emphasis on building inclusion and assisting private and public sector organizations (Fortune 100 companies) in engaging the talent and commitment of all people for greater innovation and operational success. Page 1 of 4
3 Director of Finance and Strategic Projects Special advisor to the President and CEO on matters pertaining to strategy, financial position and tactical plans for business turnaround - improved vision through metrics, process improvements and goal setting. SCHWARTZ HESLIN GROUP, INC., Latham, NY Consulting and investment banking firm focusing on small to medium size businesses. Managing Director/Senior Vice President (Shareholder) Led valuation services business, secured affiliates and marketing services; completed formal valuations requiring SEC and IRS review and approval; developed business and strategic plans for a variety of clients; prepared and delivered presentations to a variety of audiences; planned and conducted seminars on a variety of relevant current business issues. SOLOMON AND SOLOMON, P.C., Albany, NY 1999 Law firm specializing in consumer debt collection and management. Chief Financial Officer Led finance and systems staff in running the day to day operation of the business as well as develop controls and routines to safeguard client assets. Developed key relationships with primary vendors and service providers; including a variety of banking relationships. CITIGROUP - CONSUMER ASSETS DIVISION, Stamford, CT 1998 Business focusing on residential mortgages, student loans and home equity loans. Vice President, Director of Finance Supported CEO in developing strategic plans with financial targets for three operating businesses. GENERAL ELECTRIC COMPANY GE CAPITAL MOTOR FINANCE, Edinburgh, Scotland UK-based automobile consumer and commercial financing business. Finance Director Directed financial activity including general ledger and cash receipts; led financial planning process focusing on volume and profit enhancement; identified operational/strategic issues and developed recommendations for action; communicated strategy to senior management locally and in the United States; focused on sales/marketing for new product development and profit improvement. VOLVO CAR FINANCE, INC., Montvale, NJ GE Capital Joint Venture created captive finance company for Volvo of North America. Manager, Financial Planning and Analysis Liaison between local management and key GE Capital Corporation units; facilitated migration of GE Capital best practices and policies; direct involvement with sales/marketing in development of new products and pricing strategies; assumed CFO role as and when required; evaluated financial/operational performance and recommended action as appropriate. Page 2 of 4
4 GE CAPITAL CORPORATION, Barrington, IL DISTRIBUTION FINANCIAL SERVICES Business focusing on commercial financing for automobile, recreational vehicle, mobile home and boat dealers as well as associated finance companies. Manager, Finance Facilitated integration of systems strategy into business plan; evaluated new market opportunities and acquisition candidates; directed off-site accounting function; interacted daily with field sales/marketing on a transaction level; led development of product line profitability models. Manager, Ventures Business Analysis and Support/Commercial Financing Analyst GE INVESTMENT CORPORATION Pension Fund Management, Stamford, CT Real Estate Investment and Property Management GENERAL ELECTRIC COMPANY, Schenectady, NY EDUCATION PROGRAMS & CERTIFICATIONS Certified Valuation Analyst (CVA) 2013 National Association of Certified Valuators & Analysts Salt Lake City, UT Accredited in Business Appraisal Review (ABAR) 2010 National Association of Certified Valuators & Analysts Salt Lake City, UT Certified Merger & Acquisition Advisor (CM&AA) 2008 Alliance of Merger & Acquisition Advisors Chicago, IL Certified Business Appraiser (CBA) 2008 Institute of Business Appraisers Plantation, FL Accredited by the Institute of Business Appraisers (AIBA) 2006 Institute of Business Appraisers Plantation, FL Capital Leadership Program Graduate 2002 Albany-Colonie Regional Chamber of Commerce Albany, NY Master of Management, J.L. Kellogg Graduate School of Management 1991 Honors Graduate with concentration in Marketing and Management Chicago, IL Financial Management Program, General Electric Company 1984 Honors Graduate Schenectady, NY B.S.B.A. Honors Program (Accounting), Northeastern University 1982 Highest Honors Graduate, Cooperative Education Program Boston, MA Page 3 of 4
5 PROFESSIONAL MEMBERSHIPS National Association of Certified Valuators & Analysts Since American Society of Appraisers Since American Business Appraisers, Managing Member ( ) Estate Planning Council of Eastern NY Since Alliance of Merger & Acquisition Advisors Since Institute of Business Appraisers Since Page 4 of 4
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