Results. Period  
Managing Directors
Directors
Associates
 
 
 
 
 

Karen Garza

Karen has 11 years of finance and consulting experience. At LM+Co she has provided advisory services to lenders, sponsors and companies with revenues ranging from $75 million to $28 billion, principally in the healthcare, automotive, telecom, energy, textile, chemical, paper, cable and quick-service industries. Recent engagements include: HealthSouth, Delphi, Adelphia, Tender Loving Care, ACMI, Adelphia, a major paper converter, and Wayn-Tex.

Karen’s significant healthcare experience is diverse and includes engagements in varied sectors within the industry. She has supervised teams that have tackled complex financial and restructuring issues, conducted due diligence for private equity clients, and played an integral role in the sale of 100% of an manufacturer’s stock to a strategic buyer.

Prior to entering the restructuring field, Karen was an Associate in the Power Group of Lehman Brothers’ Investment Banking Division in London. She has also worked with ABN AMRO Bank in the Treasury Department and as a Portfolio Manager, and began her career as a pension consultant for Hewitt Associates.

Karen earned her MBA from the University of Chicago Graduate School of Business, and received a Bachelor of Arts in International Economics, Political Science & Hispanic Studies from Northwestern University. She is a member of the Turnaround Management Association (TMA), the Association of Insolvency and Restructuring Advisors (AIRA) and the Association for Corporate Growth. Karen is fluent in Spanish.

Brian J. Griffith

Brian has more than 12 years of finance and restructuring advisory experience. His restructuring experience includes advising debtors and various creditor classes in both in and out-of-court restructurings. Brian’s experience in maximizing stakeholder returns in turnaround situations ranges from short-term project cost analyses to multi-year bankruptcy proceedings in numerous industries, including: mortgage/retail lending, energy, consumer products, manufacturing, automotive and food & beverage.

Prior to joining LM+Co, Brian worked for CCV Restructuring where he advised both debtors and creditors in restructuring assignments as well as providing M&A advisory services. Brian recently served as the lead financial advisor to Heating Oil Partners, a $600 million oil distributor. His role was multi-faceted and included: development and implementation of a new forecasting model, leading the company in preparation for bankruptcy including negotiations with pre-petition creditors and the execution of a $100 million Debtor-in-Possession financing, analysis and implementation of revised product hedging programs, execution of cost reduction programs, negotiation of a consensual plan of reorganization, improvement of working capital metrics and raising $125 million in exit financing. 

Brian earned his MBA with honors from Fordham University and received his Bachelor of Science degree in Marketing from Villanova University. He is a Certified Insolvency & Restructuring Advisor (CIRA) and is a member of the Turnaround Management Association.

 

Richard C. Janda

Richard brings almost 20 years of corporate finance and business development experience to LM+Co .  In this recently created role he spearheads internal client development efforts, working with the senior management of LM+Co to drive new business generation, as well as supporting existing engagements.

Prior to joining LM+Co , Richard served as Director of Research for XRoads Solutions Group in New York, where he performed a similar function by creating a comprehensive early-detection system for distressed clients.  In that capacity Richard identified hundreds of potential new clients which resulted in more than 100 pitches, while also working on a variety of cases including Winn-Dixie Supermarkets, Levitz Furniture and Fedders Corporation.

Richard’s experience includes rating agency tenure in Fitch Ratings’ structured finance and bank loan group and more than a decade of large corporate banking with Fuji Bank, then the world’s largest bank, where he was a senior credit officer, and Vice President & Relationship Manager.

Richard earned an MBA in Finance/International Business from New York University's Stern School of Business, and holds a Bachelor of Arts degree in Economics from Boston College.

Adam S. Levy

Adam is an experienced CFO/interim manager with 13 years finance and turnaround experience assisting domestic and international companies ranging from $25 million to $1.5 billion in revenues. He has successfully managed the financial aspects of turnaround/restructuring cases in various sectors including technology, transportation, textiles, construction and automotive parts manufacturing. Adam’s recent clients have included companies such as National Express Corporation, Retirement Residences REIT, Lower Lakes Shipping, Peregine Systems, Komag, Burlington Rugs, Matthews Studio Equipment, Winterland Concessions and Industrial Parts Depot.

Prior to joining LM+Co, Adam worked as an independent consultant in a variety of interim CFO and financial advisory roles. Formerly, Adam was a Director at Crossroads LLC, focused on turnaround and crisis management. Prior to this, Adam was a Senior Manager in the Business Recovery Services Group of PricewaterhouseCoopers.

Adam earned an MBA from the University of Toronto, and holds a Bachelor of Arts in Economics from University of Western Ontario. He is a Chartered Accountant (CA) and a member of the Turnaround Management Association (TMA).

David R. Rentschler

Dave joins LM+Co from The Huff Companies, where he was a Partner and Research Director of the Huff Alternative Fund, focusing primarily on private equity . Most recently, he served as interim CEO of a portfolio company of the Alternative Fund. In his 16 years with Huff, Dave was also Research Director for WR Huff Asset Management which focused on high yield , and Huff Global which focused on emerging market high yield . Prior to that, he was a Senior Research Analyst focusing on mezzanine , high yield and distressed investments in the energy, chemicals, healthcare, media/entertainment, cable, paper and forest products, minerals and mining, and telecommunications industries.

Before joining The Huff Companies, Dave was a Senior Consultant with the Valuation Group of Deloitte & Touche LLP. His primary responsibilities included the valuation of companies and intangible assets for tax purposes. Dave specialized in quantitative and qualitative industry and company analysis, financial modeling/projections, and valuation analysis.

Dave earned an MBA degree in Finance from Lehigh University, and holds a Bachelor of Arts in Economics from the Pennsylvania State University. He is a Chartered Financial Analyst (CFA).

Tom H. Wang

Tom has more than ten years of accounting, finance and consulting experience. Since joining LM+Co in 2002, Tom has worked on several creditor advisory engagements, including advising the Senior Lender Groups in the Kmart, General Chemical and General Media Chapter 11 cases. He has also been involved in conducting non-core asset divestitures, feasibility analyses and other bankruptcy-related services for Covanta Energy Corp. subsidiaries. In the past four years, Tom has been actively involved in advising the Board of Directors of a $600 million auto parts manufacturer, a $400 million consumer products manufacturer and a $1.2 billion transportation/logistics provider on turnaround/profit-improvement strategies. He has focused on customer profitability initiatives, back-office consolidation/integration, overhead cost reduction and manufacturing/distribution restructuring initiatives including, the transition of U.S. manufacturing facilities to Mexico and outsourcing of products from Asia.

He joined LM+Co after working with PricewaterhouseCoopers in the Transaction Services (Mergers & Acquisitions) Group. He has served both financial and strategic buyers and sellers in a variety of industries, including manufacturing, entertainment, telecommunications, mining, fast food restaurants and pharmaceuticals. While at PricewaterhouseCoopers, Tom performed business and financial due diligence on approximately 30 transactions, ranging in size from several million to several billion dollars.

Tom graduated Summa Cum Laude from Babson College with a Bachelor of Science degree in Accounting. He is a Certified Public Accountant (CPA), a Certified Turnaround Professional (CTP) and a Certified Insolvency & Restructuring Advisor (CIRA).


 

Martin Young

Marty is a seasoned restructuring professional with over five years of experience in helping banks, hedge funds and company management navigate complex financial and operational restructuring issues. While at LM+Co, he has worked on both company and creditor engagements, representing debtors, senior lenders and unsecured creditors. Recent engagements include Delphi Corporation, Tower Automotive, Blockbuster, Adelphia Communications, Dan River Inc., Best Textiles International, Baker Linens, Rosebys, Marc Ecko Enterprises, and Global Home Products. Marty has also worked on several M+A assignments (including 363 sales) and corporate refinancings.

Prior to LM+Co, Marty was a senior manager at the RCN Corporation in an internal turnaround team during the telecommunications company’s successful restructuring of $1.8 billion in debt. At RCN, he assumed various crisis management roles, including running a $100+ million sales organization and managing the turnaround of the company’s New York operations. He also developed the company’s Profitability Strategy which enabled key markets to rapidly turnaround and achieve profitability, helping the Company reorganize as a going concern. Before RCN, Marty gained more than six years of operations, finance and management experience in the telecommunications, automotive and information technology industries.

Marty is a graduate of the United States Military Academy at West Point and served as an Officer in the U.S. Army Infantry. He earned an MBA from the Stern School of Business at New York University and completed a Masters of Science in Operations Research at the Georgia Institute of Technology. Marty is a member of the Turnaround Management Association and Association of Insolvency and Restructuring Advisors.

Marty is also a graduate of Gordon Conwell Theological Seminary, with a Masters of Divinity. In his off time, Marty serves in the NY ARNG's prestigious Fighting 69th as their Chaplain.

 

 

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