Stacey Schmitt

Partner

Summary

It was twenty years ago when Stacey discovered her love for all things business. She was in a room full of investment bankers, attorneys, and business owners. They were looking to her to answer their financial and operational questions that led the PwC client to turn a 200+ company consolidation into a multi-IPO spinoff. Stacey believes that in order to communicate a financial story, you must have an extensive understanding of the business operations. It’s what allows leaders like her to champion cross-functional teams in due diligence, acquisition integration, strategic planning, and finance. As a CFO and COO in public and privately held companies, she has analyzed every aspect of business to produce profitable growth and increase company value.

Areas of Expertise

Operations

Financial statements are a map of every operational move a company makes. I have helped clients save millions of dollars by improving how they manufacture a product, partner with vendors, embrace quality, implement new sales strategies and ensure the right people are in the right seats.

Process Improvement

An inefficient process drains resources. Sometimes all it takes is a minor change in accountability or it might involve a new system implementation. Either way, I identify and prioritize process improvements to help your teams work smarter, not harder

Financing and Cash Management

Cash is king. Whether you need debt or equity financing for future growth or secure credit facilities to support operational needs, I’ve got you covered. I set my clients up with a strong cash flow model to allow for proactive cash planning whether there is excess or a shortfall. I bring the financial modeling that allows for visibility and informed decision making.

Acquisition Integration

Integrating acquired companies is one of my favorite things. I mentor the accounting, finance and operations teams, taking the best practices from both companies and executing on the growth plans. I’ve performed due diligence and managed integration plans on both the buy and sell side.


Industry Experience

  • Food and Beverage
  • Distribution
  • Technology
  • Market Research
  • Manufacturing
  • Professional Services

Strengths

  • Team Player
  • Problem Solver
  • Analytical
  • Objective
  • Strategic and Tactical
  • Fun

Experience

Chief Financial Officer and Chief Operating Officer

ASPIRE Beverage Company

VP of Service Delivery and CFO

Vocal Laboratories Inc.

Director of Finance

Q Logic

Audit Senior / M&A

PricewaterhouseCoopers

Education

BBA, Accounting

University of Wisconsin -Eau Claire

Contact

Phone

Email

LinkedIn

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Favorite Success Stories

Sebastien marchand D1h Fw0z Ea Ks unsplash

Positioning a private equity-owned specialty clinic roll-up to grow with confidence.

Healthcare

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Shutterstock Erosion Company HR

Providing a blueprint for real-time construction project profit improvement

Industrials

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