Mark W. Robertson

CPA, CFF, CIRA, CM&AA

Director and Practice Leader

Mark Robertson leads the firm’s Transaction and Lender Support Services practices. Mark fully understands the components critical to credit and risk management and specializes in assisting clients in understanding and documenting the issues and opportunities of contemplated transactions. His extensive experience includes merger and acquisition financial due diligence, lender due diligence, forensic auditing consultations and collateral reviews and field examinations for buyers, sellers, lenders, creditors and other parties-in-interest.

Mark is an expert at crafting and executing successful due diligence plans for small-to-midsize middle market transactions and has led buy-side accounting and tax due diligence services on behalf of private equity firms, Fortune 500 companies and foreign buyers. He has participated in numerous corporate restructuring projects, is experienced in bankruptcy-related financial and litigation matters, and is also highly skilled at providing financial and operational consulting services for debtors, creditors and equity holders. In addition, Mark has experience directing special investigations on behalf of lenders involved with troubled and at-risk loans. Mark is a certified public accountant licensed in Illinois with more than 10 years of experience in auditing and consulting. He is also a certified insolvency and restructuring advisor, a certified merger and acquisition advisor and is certified in financial forensics.

Prior to joining Blackman Kallick, Mark was a director in the National Corporate Recovery Services practice of a larger regional accounting and consulting firm. Mark began his career as an auditor with a Big Five accounting and financial services firm, where he specialized in auditing companies in the financial services industry.

Experience

• Directed multiple due diligence engagements on behalf of a $24 billion leading global provider of risk management services, insurance and reinsurance brokerage, human capital and management consulting and specialty insurance underwriting
• Directed the pre-loan field examination of a complex $210 million restaurant industry marketing/loyalty services provider on behalf of a major international financial institution contemplating a $25 million senior secured revolving credit facility
• Consulted to the debtor regarding an out-of-court workout for an $80 million national health and human services not-for-profit organization, providing financial and operational analyses, aiding in the development of a restructuring plan, negotiating with bondholders and creditors and participating in plan implementation
• Served as lead financial advisor and strategic consultant for a $12 million international professional society, providing advisory services for the construction of a $25 million office and education facility and directing the implementation of an organization-wide, zero-based budgeting program
• Served as lead financial advisor to the debtor regarding the restructuring of operations and financial and accounting management of an $80 million automotive die-casting business
• Served as lead consultant for a secured lender regarding cash collateral monitoring and feasibility and valuation issues in plan of reorganization confirmation hearings for a $20 million regional aluminum die-casting business
• Served as lead consultant to a Chapter 7 trustee regarding recharacterization of debt concerning a $45 million capital infusion by a prominent private equity firm for a $1 billion international boat and engine manufacturing company
• Served as lead consultant to a $3.1 billion energy company providing forensic accounting, business valuations and general business analyses in regard to a $16 million fraudulent transfer action
• Served as on-site financial advisor to a chemical distributor directing the implementation of a financial forecasting program and creditor negotiations
• Provided interim management services to a distressed country club and hotel operatorProfessional Affiliations

Professional Affiliations

• American Institute of Certified Public Accountants
• Illinois CPA Society
• Turnaround Management Association
• Association of Insolvency and Restructuring Advisors
• Association of Certified Fraud Examiners
• Association of Merger & Acquisition Advisors

Education

DePaul University, BA, Commerce

Articles by Mark Robertson

• Your Banking Relationship Is Changing ... Are You Prepared?
• How to Approach Strategic Acquisitions During Downturns

News about Mark Robertson

• Robertson "Strategize to Capitalize" Article Featured in Construction Today