Expert Details

Expert in Products and Services for the HVAC and Water and Environmental Industries

Expert ID: 728712 Arizona, USA

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Expert has eighteen years experience in the residential and commercial HVAC industry initially with York International and later Johnson Controls. He began as a sales engineer and advanced through a series of positions including sales manager, branch manager, head of commercial HVAC marketing, and strategic planning. He returned to York five years ago as General Manager of York International Ltd and utimately VP of the Northern Region after acqusition by JCI. He understands the products, markets, sales channels and key competitors within the HVAC industry and has helped multiple clients with a variety of consulting needs.

Prior to returning to York, Expert spent 8 years in the water industry with US Filter which was ultimately acquired by Siemens. He gained valuable product and service market knowledge in multiple aspects of the water industry, most significantly deionization using multiple technologies in a variety of ultrapure and indsutrial markets. He led the introduction of several new product and service lines, and as the senior sales and marketing executive he gained significant experience in merging over 100 acquisitions into the broadest product and service offer in the industry.

Major US HVAC manufacturer needing to integrate the products and services of an acquired company and rationalize distribution channels.Asian HVAC manufacturer disatified with attempts to enter Noth American market, documenting obstacles and testing alternative strategies for market penetration.European food and beverage equipment producer developing the business model for a value-added consulting services for their installed base.US motor manufacturer looking to forecast future demand for high efficiency motors to support major strategic intiative.Finacial Analyst looking to understand the drivers, operational challenges and impacts on earnings to be faced by a significant joint venture in the HVAC industry involving two public companies.

Expert may consult nationally and internationally, and is also local to the following cities: Phoenix, Arizona - Mesa, Arizona - Glendale, Arizona - Scottsdale, Arizona - Chandler, Arizona - Tempe, Arizona - Gilbert, Arizona - Peoria, Arizona

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Year Degree Subject Institution
Year: 1974 Degree: MBA Subject: Finance Marketing Institution: Kellogg Northwestern University
Year: 1973 Degree: BS Subject: Finance Institution: University of Illinois Urbana-Champaign

Work History

Years Employer Title Department Responsibilities
Years: 2009 to Present Employer: Undisclosed Title: President Department: Responsibilities: Consulting platform serving multiple clients including professional services firms, financial analysts and private equity firms.
Years: 2007 to 2009 Employer: Johnson Controls Title: VP Northern Region Department: Responsibilities: Regional P&L responsibilty for over $200 M in HVAC revenue, 12 branch offices across Canada and the Midwest US, and sales to 40 independent distributors.
Years: 2005 to 2007 Employer: York International LTD Title: General Manager Department: Responsibilities: General Manager of Canadian subsidary with six locations and $120M in HVAC revenue. Acquired by Johnson Controls.
Years: 1999 to 2004 Employer: Siemens Water Technologies Title: Sr VP Sales and Marketing Department: Responsibilities: Led sales and marketing team of 250 professionals,$500M in revenue. Integrated 40 acqusitions into highly effective sales and service network with over 100 locations. Part of the team that sold USFilter to Siemens in 2004.
Years: 1997 to 1999 Employer: US Filter Title: VP Sales Midwest Department: Responsibilities: Led regional sales team in municipal, industrial and high purity water equipment and service sales. Heavy involvement in mergers/ acquistions with focus on sales channel rationalization. Promoted to national responsiblity in 1999.

International Experience

Years Country / Region Summary
Years: 2005 to 2007 Country / Region: Canada Summary: He was General Manager of York's Canadian subsidary York International Ltd, with P&L responsibity for the six location $120 M operation.

Additional Experience

Marketing Experience
He has maintained an active network that keeps him on top of demand trends/ drivers, and major competitor strengths and weaknesses. As senior business leader with a marketing /strategic planning background he can distill information for the client in an efficient, useful manner.
Other Relevant Experience
His experience in all aspects of merger, integration and divestiture could be especially useful for mid market clients and private equity firms with new or potential portfolio companies.

Fields of Expertise

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