The following is a comprehensive summary of my background and experience which lead to the development of the Corpfin.Net software.
Thomas G. Folliard
President at Corporate Development Resources, Inc. | Corporate Finance & M&A Advisor
Milwaukee, Wisconsin Area | Financial Services
About
Seasoned corporate finance executive with experience helping middle-market midwest companies increase profitability and market value. Specialized expertise in business acquisitions & divestitures, capital raising, financial restructuring, and strategic planning. Former investment banker, venture capitalist, and Fortune 500 CFO with a proven track record of guiding businesses through complex financial challenges and opportunities.
Experience
President
Corporate Development Resources, Inc.
1995 - Present | Milwaukee, WI
Founded and lead advisory firm providing corporate development services to middle-market Midwest companies. Help business owners navigate complex issues including:
- Business acquisitions and divestitures
- Recapitalization and funding strategies
- Strategic financial planning
- Retrenchment and turnaround situations
- Succession planning and shareholder transitions
Client engagements include acquisition assistance, multi-year operating plans, recapitalization strategies, and divestiture planning across industries such as packaging, wholesale distribution, telecommunications, construction products, and manufacturing.
Developer & Owner
Corpfin.Net
1996 - Present | Milwaukee, WI
Developed and maintain web-based corporate finance software solutions for financial analysis, planning and decision-making. (www.corpfin.net). Corpfin.Net Blog at www.tgfolliard.com.
Board Director & Audit Committee Chairman
Charter Manufacturing Company
2003 - 2024 (retired) | Milwaukee, WI
Board Director & Audit Committee Chairman
Duluth Holdings Inc.
1996 - 2023 (retired) | Belleville, WI
Managing Director & President, Baird Capital Partners
Robert W. Baird & Co. Inc.
1989 - 1995 | Milwaukee, WI
Founded and led Baird's venture capital function, raising two successful funds with Northwestern Mutual Life and other institutional investors as limited partners.
- Began Baird career as managing director in investment banking
- Formed and managed Baird Capital Partners I & II
- Evaluated and executed investments in nine portfolio companies
- Served as board member for five portfolio companies and chairman of one
- Served as Investment committee chairman.
- Achieved first quartile investment performance with Baird Capital Partners I
Vice President - Finance, Treasurer and Controller (CFO)
Bucyrus-Erie Company
1975 - 1988 | South Milwaukee, WI
Served in progressively senior financial leadership roles at this Fortune 500, NYSE-listed manufacturer of mining, industrial and aerospace products during a period of significant strategic transformation.
- Led treasury operations; corporate planning, acquisitions and divestitures; accounting and financial reporting; information technology; tax compliance and planning; and investor relations
- Key participant in corporate development and reorganization strategy
- Directed financial and information technology aspects of the acquisition and integration of industrial and aerospace businesses
- Executed divestiture of multiple business units
- Involved in structuring the LBO of the mining business to Goldman Sachs
Senior Consultant
KPMG Peat Marwick LLP
1973 - 1975 | Washington, D.C.
Provided consulting services to commercial and government clients in financial planning, cash management, accounting systems and tax policy.
Commercial Banking Officer
Northern Trust Company
1969 - 1973 | Chicago, IL
Progressed from Credit Analyst to Commercial Banking Officer, making loans and marketing financial services to corporate clients.
Education
University of Chicago
MBA, Graduate School of Business
1972
University of Pennsylvania
BA, Economics, Wharton School
1967
Other Interests
Treasurer and Executive Committee Member, Belvedere Club, Charlevoix MI (2018 – 2024)
- Certified Public Accountant (CPA) - inactive
- Registered Securities Representative (Series 7) - inactive
Skills
- Corporate Finance
- Mergers & Acquisitions
- Business Pricing and Valuation
- Capital Structure
- Financial Strategy
- Venture Capital
- Business Divestitures
- Treasury Management
- Accounting and Financial Reporting
- Corporate Development
- Financial Restructuring
- Board Governance
- Audit Committee Leadership
- Web-based Financial Software Development and Applications
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