Experience

Industry Footprint

  • Petrochemicals, Industrial Services, Energy & Energy Services, Trucking/Railroad, HazMat, Veterinary, and Metal Recycling

Global Footprint

  • United Kingdom, Bahrain, Saudi Arabia, Germany, China, Thailand, Russia, and Indonesia.

Corporate Roles

PBI International, LLC - EVP/CFO, 2022-2024 (Equity Event)

  • List of Cross-functional achievements available upon request (via Contact Me) including Investor Relations, Bank Relations, Customer/Vendor Relations, Cash Management, Operations, Contract Reviews/Negotiations, Fraud Investigations, HR, IT, Marketing.

Huntsman Petrochemical - Global Director Finance, Mergers & Acquisitions, 2003-2015

Dynegy - Manager Strategy & Ventures, 1997-2002

Accounting Roles - 1991-1997

Robert Cossick LLC (Established 2015)

Notable Achievements (presented by company size)

$1+ billion Gross Revenue oil and gas provider of upstream artificial lifts pumps, rods, etc.

Reengineered management package, developed customer and product footprint by O&G basin and developed operational KPIs across 8+ business units with worldwide operations as a foundation for a pricing strategy in response to increasing steel prices. Required establishing a stronger partnership between operations and finance.

$360 million Gross Revenue industrial services provider of specialty maintenance services to the utility and energy industries

Created an aggressive M&A program which originated 3 acquisition targets within one quarter. The lead project had a valuation range of $60-$75 million and afforded a potential 25-50% benefit to EBITDA through acquisition synergies.

$40 million Gross Revenue consolidator of veterinary hospitals across the United States

Led turnaround which included renegotiating a $10 million mezzanine debt instrument, negotiated $5 million in additional funding commitments from the current investor pool, and developed a plan with the collaborative assistance of the Operations Managers and Doctors to turnaround six Net Loss hospitals. In parallel with those efforts, we completed 2 annual audits within 6 months.

$25-$40 million sell-side valuation boutique investment banking and financial advisory firm

Identified and storyboarded to investors the core operational differentiator for two middle-market sell-side engagements with $2-$10 million EBITDA.

$15 million Gross Revenue, $3MM EBITDA propane & generator company

Led efforts to prepare the organization for a sale transaction. The company was sold in July 2023.

$15 million Gross Revenue metal recycling and secondary smelting operation

Led the turnaround from a (28%) Net Loss division to 5% Net Profit division within 2 years. Oversaw 2 separate $1 million CapEx expansions and multiple $100,000+ site improvement projects.