Kregg Anderson

Strategic finance and operations consulting firm focused on value creation for VC, PE & privately backed small and mid-market companies

Oversight includes: all aspects of the business primarily focused on business development and service delivery

Key Achievements:

• Created entity, logo, branding, suite of services, social media and website presence
• Cultivated relationship with the Denver Chamber & EDC to mentor international businesses looking to expand into Colorado
• Establishing and implementing business procedures and process improvements.
• Driving profitable growth for high growth small and mid-market businesses
• Maximizing Enterprise Value & Equity Value (EV2)
• Securing financial health and sustainability of clients

Global B2B corporate housing services firm

Responsibilities included: ensuring the overall financial health and sustainability of the organization

Oversight included: Accounting, FP&A, IT, Legal and Supply Chain shared service teams

Key Achievements:

• Oversaw 15X growth in topline and 50X in EV thru global expansion by domestic and international M&A, and de-novo growth into the UK
• Raised over $50mm in capital from '20-'21 to ensure the company's financial health through a stronger balance sheet and more liquidity during pandemic allowing for robust M&A activity, further global expansion, job creation, and tech investments
• Formulated and implemented strategies to grow annual revenues to $1.2b through a 10-year plan and managed owned assets valued at $55mm & rental real estate portfolio valued at over $2 billion
• Diversified operations vertically, horizontally and geographically from 1 to 6 portfolio companies through M&A growth strategy
• Championed EOSTM Traction operating model through clarifying our vision, getting the right people in the right seats, setting the right strategy, goals and initiatives, implementing weekly scorecards with predictive measurables, effectively identifying and solving issues, and improving processes
• Consolidated international banking services including accounts, treasury services, cash management, FX, and corporate card program to improve visibility, efficiency, and scalability of FP&A functions
• Created funding strategies for senior & junior debt along with equity capital to drive company vision and support tactical initiatives
• Developed corporate risk management programs with commercial insurance broker to identify and mitigate risks encountered during global expansion
• Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
• Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
• Analyzed operational issues and implemented corrective action to maximize profits.

Responsibilities included: driving top and bottom-line performance by shaping our suite of technology with a focus on transforming the company through innovative solutions for clients, suppliers, and associates

Oversight included: tech development, application integration, digitization, automation, data analytics, BI, infrastructure management and data security

Key Achievements:

• Oversaw implementation of multi-year tech roadmap to manage company's increasing investment in technology to support its strategic growth plan
• Led company's initial investments into proprietary tech development of custom applications delivered through SaaS model to clients
• Developed automated forecast, weekly scorecards and predictive analytics to support fiscal planning and operational management through actionable BI
• Sourced and oversaw implementation of Netsuite ERP
• Led efforts to enhance scalability through digitization, process automation, simplification, and centralization of various aspects of the operations
• Researched new technologies and chose best options for company priorities and cost-effectiveness.
• Analyzed financial investment in IT systems, potential return on investment and impact on productivity.

Family office investor in retail and hospitality CRE portfolio/OGAS fund manager/Noodles & Co Area Developer & Franchisee. Portfolio of 25 properties valued at over $400mm, 7 OGAS royalty funds and 13 restaurants.

Responsibilities included: acquisition, disposition, financing and capital raising efforts with oversight over acquisitions, FP&A, accounting and IT, managing all 3rd party lender, legal, insurance and diligence providers

Key Achievements:

• Arranged over $220 million in debt for acquisitions and permanent financing from banks, insurance companies and investment banking firms
• Grew portfolio by acquiring over $100 million in properties
• Assisted in arranging over $80 million in equity capital from qualified investors including high and ultra-high net worth individuals
• Oversaw $15 million investment/reserve portfolio invested in stocks and mutual funds
• Founding member of North American Dining – start-up restaurant operation in the Midwest as a Noodles area developer & franchisee
• Oversaw external risk manager in negotiations of all insurance coverages including $550 million P&C policy and $25 million liability policy

Responsibilities included: sourcing, underwriting and acquiring new investments

Regional Commercial Bank in the Midwest