Our financial, operational and IT due diligence teams are experts at both uncovering potential issues and identifying opportunities to enhance value.

The honeymoon period for a portfolio company rarely aligns with the onthe- ground reality of transaction or transformation. And even when it does, there is always additional value to be extracted from more effective business systems and processes. That’s why Tatum offers:

• Senior level executives who provide hands-on strategic leadership

• Expertise addressing the entire life cycle of an investment 

• Rapid delivery of seasoned finance and technology leadership 

• Customized solutions that meet agreed-upon objectives and timelines

• Experience spearheading operational change to achieve results

Tatum can create and defend sale-supporting analyses, help prepare offering documents, provide transactional-leadership or ready a company for an IPO, leaving management the ability to focus on building and safeguarding value during the critical realization process.

Tatum provides operationally based improvements to increase visibility and enhance business decision-making, such as:

• Identification of operational deficiencies and solutions

• Enhanced key metrics analysis

• Actionable planning and budgeting

• M&A integration

• Robust database of dynamic Interim Executives

About:

Jim has over 35 years’ industry experience and expertise encompassing operations, financial management, business development and practice management. His specialties include management consulting, business strategy development, mergers and acquisitions and business process improvement.

Getting to know Jim:

Jim received both his M.S. in Finance and his B.S. in Finance from Texas Tech University. Besides spending time with his wife Melissa — also a native Texan — their two boys and grandchildren, Jim enjoys golf, exercise, travel and fine dining.

Skills and knowledge:

Innovative and strategic leader adept at helping clients improve business operations, build stronger teams and achieve business goals.

About:

With over 16 years’ experience spanning private equity, hedge funds and investment services, Chris has deep expertise in the industry. Chris understands both sides of the private equity market, making him an integral contributor to the Tatum team. In addition to developing strategic business solutions and providing consulting services to private equity clients, Chris also has a wealth of experience in new business origination and private placement capital markets.

Getting to know Chris:

Chris holds a B.A. in Sociology from Colgate University.

Skills and knowledge:

Strategic leader who leverages his well-rounded background in private equity to help companies conduct better due diligence, optimize management and operations and generate financial success across portfolios.

About:

JoAnna is a recruiting and staffing expert with with more than six years’ experience finding temporary and permanent placements for top accounting and finance businesses in the Northeast market. She excels at building and maintaining a pipeline of senior-level and C-Suite talent with extensive experience in the Private Equity sector. JoAnna conducts Interim, project and contingent search opportunities throughout the country.

Getting to know JoAnna:

JoAnna was with Randstad Professionals for six years as the Practice Director, where she delivered exceptional accounting and finance talent and spearheaded business development activities in the Atlanta market. She holds a B.A. in Economics from Valdosta State University.

Skills and knowledge:

When JoAnna is away from the office, she spends the majority of her time with her husband and son. They enjoy visiting local parks, taking their American Bulldog on long walks and exploring new areas in Atlanta.