Steve Patterson is a senior financial professional and CPA with over 40 years of experience in public, private, and government entities. He has extensive experience in growth and turnaround management, financial process restructuring, and strategic planning. Patterson has worked in industries such as wholesale distribution, manufacturing, healthcare, software, and government. He has significant experience taking companies public and growing national wholesale distributors. Patterson also has experience turning around privately owned companies and leading financial cleanup processes.

1. Steve Patterson, CPA
spatterson.capcfos.com
Cell: 972-896-5831
Steve Patterson is a senior financial professional with over forty years’ experience in public,
private and government entities. Key strengths include growth and turnaround management,
process restructuring, strategic planning and crisis management. Steve has diverse experience
in industries including: Wholesale Distribution, Manufacturing, Healthcare, Software, Alarm
Security and Government.
Steve has significant experience with large government entities, and with successfully taking
public and growing a national wholesale distributor. Steve has extensive experience with turning
around privately owned companies, including healthcare, alarm security and manufacturing
firms. Steve has led financial process and control cleanups, debt restructurings, and operational
restructuring providing significant liquidity enabling sustained growth and return to profitability.
Steve has been involved in a number of acquisitions as well as several successful sale
transactions, including a spin-off IPO.
An Eagle Scout, Steve received a Bachelor of Science, Commerce, with a major in Accounting
from the University of Louisville, Kentucky and is a Texas CPA. He is an active member of
Financial Executives International.
Summary of Skills
 Growth and Turnaround Management
 Cash Flow Optimization
 Financial Analysis
 Business Planning and Budgeting
 Financial Reporting
 Acquisitions & Divestitures
 Debt Sourcing and Restructuring
 Capital Raises
 Financial Statement Analysis
 Due Diligence
 Contract Negotiation
 Process Improvement
 Investor Relations
 IPO / SEC Reporting

2. Specific Experience
 CFO for Publicly-held Multi-state Wholesale Distributor of Tools, Asbestos Abatement
and Safety supplies for Manufacturing and Construction sectors
o Led financial preparation and developed investor presentations for successful IPO (Initial
Public Offering) and follow-on warrants call
o Managed and funded 7-fold growth over 5 years
o Facilitated sales/warehouse expansion into 5 states
o Increased bank lines to support working capital growth requirements
o Negotiated supplier agreements, immediately increasing Gross Profit by 5% of revenue
 CFO for integrated Publicly-held Multi-state Alarm Security company
o Substantiated and managed financial restatement of prior periods
o Restructured and relocated banking relations to support high-growth model
o Issued subordinated debentures to refund debt and increase liquidity
o Spun-out high-growth alarm technology subsidiary through an IPO
o Sold high-growth multi-family subsidiary to a foreign investor
o Facilitated and presented in sale of company to private Swiss company
 CFO for Texas-based private Medicare-certified Home Health Agency
o Restructured billing operations, achieving compliance with Medicare regulations
o Restructured financial processes and controls maximizing revenue realization and cash
flow to support growth strategy
o Developed strong support and working relationship with Medicare Fiscal Intermediary
o Led financial and operational support earning JCAHO (Joint Commission) accreditation
with commendation on first application
 Various CFO, Senior Financial, Consulting and Team Lead positions
o $200MM Oil & Gas Transport acquisition - Led Due Diligence project for Private Equity
firm, resulting in material restatement and investment restructuring. Served as post-
acquisition Interim CFO.
o FEMA (Federal Emergence Management Agency) Joint Hurricane Housing Task Force -
Reorganized & managed $500MM rent payment program serving 30,000 displaced
households.
o EDS (Electronic Data Systems) SOXRetest Project – Managed Sarbanes-Oxley 404
retest of business units representing 10% of EDS’ revenues, including airlines,
healthcare and order fulfillment
Industry Experience
 Manufacturing
 Wholesale Distribution
 Healthcare
 Software
 Alarm Security
 Federal Government
 Printing
 Mining