Functional Experience

  • Financial Accounting ASC Compliance
  • Mergers, Acquisitions, Disposals
  • Due Diligence (Buy & Sell Side)
  • Turnarounds & Restructuring
  • SEC Reporting
  • Public/Private Offerings
  • Strategic Planning/Budgeting & Forecasting
  • Cash Management/Procurement
  • Financial Modeling
  • Operational Analysis KPI Dashboard
  • Investment Analysis
  • Capital Fundraising

Example Industries

  • Alternative Energy
  • Software as a Service (SaaS)
  • Technology
  • Manufacturing, Light and Heavy Machinery
  • Warehousing & Logistics
  • Financial Services
  • Publishing
  • Alternative Energy

Michael C. Malota

PARTNER

Background

Michael has experience working beside private equity with both large and small corporations on mergers & acquisitions, divestitures, SEC compliance, corporate planning, internal controls, taxation and project management. He managed a $130M note offering, managed an SEC 144A offering of $150M and over $30M debt/equity fundraisings via PIPE’s and roadshow presentations.

Relevant Experience 

  • M&A from Negotiation to Post Deal Integration
  • Turnaround and Recessionary Cash Preservation
  • Restructured Financial/Operational Process with Key Dashboard
    Metrics
  • Data Driven Financial Budget and Forecast Planning
  • Financial Reporting and Revenue Recognition
  • Filed multiple SEC S-1, S-3 and S-4 Public Offerings
  • Corporate Secretary to Board of Directors
  • Entity Structure and Consolidations
  • Master’s degree in Corporate Taxation

Education, Licenses & Certifications

  • Master of Science, Corporate Tax, University of New Haven, CT
  • Bachelor of Science, Finance, Sacred Heart University, CT
  • FINRA Series 62 and 63 (inactive)
  • Certified Public Accountant license, South Carolina – Active
  • Certified Public Accountant license, Connecticut – Inactive