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 operating 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 transaction 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:

Logan has a strong record of achievement in managing recruitment services and talent delivery while coordinating large (130-person plus) teams across multiple locations. He leverges more than 13 years’ experience across finance and private equity to identify top candidates and pair them with clients to power long-term business growth.

Getting to know Logan:

Logan holds a B.S. in Accounting from Pennsylvania State University. In free time, he enjoys golfing, watching college football and trying out new restaurants in Atlanta.

Skills and knowledge:

Trusted business partner managing all phases of complex engagements, from sales to recruiting and delivery.

About:

With more than 30 years’ of management and recruitment experience, Tim O’Brien spearheads Tatum’s Private Equity consulting and service offerings in the Northeast market. As a passionate and innovative business leader, Tim thrives on providing his clients with results-oriented, strategic solutions which consistently meet their desired goals and objectives.

Getting to know Tim:

Tim, a New York native, holds a BS in Business from Le Moyne College in Syracuse, NY, where he played lacrosse and met his wife of 30 years. Outside of the office, Tim enjoys spending time with his three sons and coaching many sports teams, including local lacrosse and basketball leagues. He is the head coach of the Penfield Lacrosse Club and assistant coach for the Fellowship of Christian Athletes in Rochester. Tim has also been an NYS certified lacrosse official for the past 15 years. In addition, he coaches for the St. Joseph’s CYO basketball program and is a Cub Scout leader for Pack 230. He is also a board member of the Eastside YMCA in Penfield, NY as well as being a member of the Society for Information Management in Western New York.

Skills and knowledge:

Prior to joining Tatum, Tim was a 19-year veteran of Randstad Technologies where he started as an Account Manager and was later as a Managing Director for Upstate New York.  For the previous six years, Tim lead the Upper Northeast as the Regional Sales Director. In this role, Tim successfully led multiple P&L’s and his sales teams in delivering their multi-million dollar 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.