Interim and Part-Time CFO Services

Part-Time and Interim CFO Services
Navigating complex financial transactions requires a unique set of skills which many companies do not require on a day-to-day basis. Thomas Hudak draws from a unique combination of investment banking with a major US bank, public accounting with Big Four and regional accounting firms, and legal experience to assist in a wide variety of corporate finance activities, including: 

  • Advising clients on capital structure decisions in connection with leveraged buyouts, management buyouts, acquisitions and refinancing
  • Assisting with the drafting of Rule 144A offerings and public fixed-income offerings as well as private placement memoranda for debt and equity securities and managing the securities distribution process 
  • Performing credit assessments and valuations of businesses
  • Negotiating terms of fixed-income securities including:
    • Senior unsecured/unsecured notes 
    • Senior subordinated notes
    • Subordinated notes with and without warrants
  • Advised in the origination of over $1 billion of investment grade and non-investment grade fixed-income securities for clients in the aerospace, automotive, industrial, technology, telecommunications, retail and agricultural industries
  • Advising on treatment of complex accounting matters
  • Coordination with internal and external bookkeeping and tax service providers
  • Strategic financial planning, modeling, forecasting and analytics
  • Negotiating factoring arrangements

Court-Appointed Custodian

Shareholders of and Partners in closely-held businesses don’t always see eye-to-eye. Unfortunately, these disagreements can sometimes devolve into prolonged litigation, prompting one or more owners to seek the protection of the courts for appointment of a custodian to preserve the corporate assets until the litigation is resolved. Thomas Hudak is an effective, impartial choice as a court-appointed custodian.

  • Draws from experience as a CPA/auditor and forensic accountant to get behind the numbers and understand the flow of funds in/out of the subject business
  • Legal background to understand what level of participation in the day-to-day operations of the business is permitted by shareholders/partners while under the protection of a custodian
  • Transparent financial and other reporting to the court and shareholders/partners on an ongoing basis during the custodianship

“The court-appointed custodian, Thomas Hudak, is eminently qualified to be custodian…”

Common Pleas Judge