working group member - detail
James R. Simpson
Founder and Managing Partner
Corporate Finance Solutions, LLC
Jim Simpson has over 33 years experience as a senior financial officer of corporations, both large and small, in addition to having served as an outside consultant throughout his career.
Most recently, he is the founder and managing partner of Corporate Finance Solutions, LLC ("CFS") an independent and unbiased strategic and tactical corporate finance advisory firm focused on the unique needs of mid-sized companies. CFS is the successor firm to Broadgate Capital Advisors, LLC which was founded by Jim in 2003. Prior to founding CFS, Jim served in various capacities as EVP and CFO of Moore Medical Corporation, a $150 million public, mid-sized health products distribution company (2001-2002). Before his tenure at Moore Medical, he served as executive vice president, CFO, and director at CS Brooks, a mid-sized home textile company with $250 million in revenues (1997-2001), partner of financial management consultant firm Greenwich Treasury Advisors, LLC (1994-1997), treasurer of the $3 billion U.S. subsidiary of Sandoz AG (now Novartis), a leading pharmaceutical and health care company with $13 billion in revenues (1989-1994), as well as various senior finance management positions at KPMG (1989-1990), Combustion Engineering, Inc. (1982-1989), PepsiCo (1979-1982), Champion International (1976-1979), and Deloitte & Touche (1975-1976).
During the course of his career as a corporate financial officer, Jim has successfully conceptualized, negotiated and closed over $6 billion of IPOs, private equity, subordinated debt, mezzanine loans, private placements, leases, cash flow and asset-based loans, multi-currency facilities and commercial paper programs. As a consultant, Jim has provided clients with an experienced corporate CFO/treasurer who has substantial experience from a corporate viewpoint in dealing with the complex and time consuming issues surrounding corporate financings. Recently, Jim has successfully advised and closed financings for several mid-sized companies including a $300 million convertible bond issue and a $210 million asset based loan for a $1.5 billion specialty pharmaceutical company, a $200 million senior bank credit facility for a $500 million consumer products company, and a $20 million bank credit facility for a $100 million private paper broker.
In addition, Jim has worked with several clients in developing and implementing a comprehensive debt management and covenant compliance process (printable article), restructured a treasury department, and assisted in the sale of a variety of businesses to both strategic and private buyers. Jim holds a BA in Political Science from Tufts University and an MBA in Finance from Babson College.
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