Summary
Overview
Work History
Education
Skills
Board Membership & Associations
Timeline
Generic

Rod J. Brown

Calgary,AB

Summary

Senior-level professional with 28 years of experience as a managing director and CEO of private companies. Highly analytical decision-maker skilled in building, turning around, and operating companies. Demonstrated track record of increasing productivity and successfully navigating challenging situations. Leveraging extensive career experience to enhance organizational productivity and efficiency by effectively directing and supporting operations, services, and solutions. Experienced executive specializing in corporate development and strategic planning, with a vision to achieve specific corporate goals.

Overview

20
20
years of professional experience

Work History

Managing Director

Bridgewater Ventures
05.2017 - Current
  • Developed strategic investment initiatives to efficiently utilize excess capital and resources.
  • Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
  • Increased overall company performance by implementing strategic management initiatives and streamlining operations.
  • Oversaw complex negotiations with suppliers/vendors for favorable contract terms that led to cost savings.
  • Launched innovative products/services that captured new market share while maintaining competitive pricing structures.

Managing Partner

Valhalla Private Capital
01.2017 - Current
  • Portfolio management for select funds, direct investments and SPV's
  • Oversaw financial management of the firm, including budgeting, forecasting, and analysis, ensuring fiscal responsibility and profitability.
  • Evaluated market trends to identify new business opportunities and develop targeted growth strategies accordingly.
  • Directed technological improvements, reducing waste and business bottlenecks.
  • Oversaw business-wide changes to modernize procedures and organization.

Managing Partner

Vario Ventures
01.2016 - Current
  • Negotiated high-value contracts with clients, securing profitable partnerships for the company.
  • Managed complex negotiations for optimal results, resulting in favorable terms for clients.
  • Built strong relationships with key stakeholders, fostering trust and collaboration during M&A transactions.
  • Achieved successful M&A deals by conducting thorough due diligence and financial analysis.
  • Advised clients on potential acquisition targets, based on market research and financial data analysis.
  • Established and implemented business procedures and process improvements.
  • Mentored junior staff members, resulting in a more cohesive team and increased overall performance.
  • Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.

Managing Director

CWB Holdings
06.2005 - Current
  • Managed risk effectively by implementing robust risk assessment processes and making informed decisions on key investments or acquisitions.
  • Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
  • Led successful negotiations with potential investors and partners by showcasing the value proposition of the partnership''s products or services.
  • Facilitated portfolio performance review and implemented new strategies.
  • Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.

CEO

Triple Net Equities
04.2008 - 01.2016
  • Oversaw and negotiated all strategic acquisitions & exit points
  • Managed successful restructuring of company during economic downturn
  • Generated investor returns with multiples of 2-5x
  • Developed start-up and scaling cost estimates for business plans proposed to private investors
  • Organized due diligence in preparation for sale of business unit
  • Developed business plan and raised $3.1M in first round of funding

President

Jager Holdings
05.2009 - 08.2013
  • Completed complex acquisition of Company assets including intellectual property
  • Grew company from a standing start to over $16 million in annual revenues
  • Achieved triple digit year-over-year growth in production and revenues
  • Directed senior staff, manufacturing and operations of 30 million dollar company comprised of 3 operating companies
  • Developed complementing profit centers and product lines
  • Implemented an SR&ED program that successfully received $375,000 in Federal and Provincial funding
  • Strategic oversight for IRAP programs that has been awarded $180,000 in grant funding
  • Developed start-up and scaling cost estimates for business plans proposed to venture capital firms
  • Facilitated private and institutional financing
  • Complete fixed and variable expense audits, the analysis and implementation resulted in a 7 figure annual savings

Education

Bachelor of Arts - Business Communications

Mount Royal College
Calgary, AB
01.1995

Commerce Program -

University of Calgary
Calgary, AB
01.1992

Skills

  • Portfolio management
  • Deal sourcing
  • Investment analysis
  • Operations and financial management
  • Corporate governance
  • Team Building
  • Operational assessments
  • Market Strategy
  • Process improvement
  • Budget forecasting & development
  • Critical and creative thinking
  • Asset & Liability Management
  • Revenue Growth
  • Corporate Reorganization/Restructuring
  • Strategic Planning
  • Organizational Restructuring
  • Contract negotiations
  • Research & analysis

Board Membership & Associations

Board of Directors, Valhalla Private Capital - Active

Board of Directors, SK Fund 1 LP

Board or Directors, CMNGD (CommonGood), Calgary, AB, 2017 to 2022

Board of Directors, Jager Holdings Calgary, AB, 2011 to 2014


Angel Investor, VA Angels, Keiretsu, Valhalla - Active

Advisory, Pantheon Row Ventures - Active

Advisory Committee Finance & Strategic Initiatives, CSD Software, Calgary, AB, 2009 to 2023

Founding Member & Audit Committee, WFPA (Western Fire-rated Panel Association), Calgary, AB, 2009 to 2013

Timeline

Managing Director

Bridgewater Ventures
05.2017 - Current

Managing Partner

Valhalla Private Capital
01.2017 - Current

Managing Partner

Vario Ventures
01.2016 - Current

President

Jager Holdings
05.2009 - 08.2013

CEO

Triple Net Equities
04.2008 - 01.2016

Managing Director

CWB Holdings
06.2005 - Current

Commerce Program -

University of Calgary

Bachelor of Arts - Business Communications

Mount Royal College

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Rod J. Brown