| |
Robert
S. Rome, CPA
Managing Partner
PROFESSIONAL
EXPERIENCE
Mr. Rome has been responsible for developing and implementing
the strategic goals of Rome Associates for thirty years. Since
joining the firm as its third professional in 1973, he has
consistently pursued the development of specialized skills
and awareness of client needs that has become the firm's trademark.
Recognizing his clients' needs for consultative services for
all types of transactions and challenges, Mr. Rome has gathered
together the current group of partners, senior staff, and
affiliated specialists to provide exactly the talents required.
Mr. Rome has been particularly active in consulting with clients
concerning acquisitions, including researching and initiating
contact with potential targets; negotiating the transaction
on behalf of the prospective purchaser; directing the performance
of due diligence procedures; and, assisting in obtaining financing,
as well as managing the banking relationship on an on-going
basis.
Mr. Rome's clients look to him for family succession and estate
planning. In this regard he is significantly assisted by colleagues
within the firm who have many years of in-depth experience
dealing with large and complex estate situations.
Mr. Rome also has significant experience in negotiating complex
vendor and employee agreements on behalf of his clients.
PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants
Illinois CPA Society
Florida Society of Certified Public Accountants
PROFESSIONAL APPOINTMENTS
Former Board Member of Chicago area national bank
Current Board Member of Chicago meat processing and distribution
company
CIVIC PARTICIPATION
Participant of National Committee for Prevention of Child
Abuse
Member, Board of Directors, Allendale Association
Former Member, Board of Directors, Providence St. Mel School
Chicago Rowing Center
CASE SAMPLES
| Corporate
Refinancing: |
New
client introduced with 60 days to find a new bank - the
current bank was asking the company to leave. Researched
historical loses and factors contributing to them. Reviewed
and recast new management's forecasts and took to banks
appropriate for size and risk. The company was completely
refinanced and today has achieved 6 consecutive year of
profitability. |
| Corporate
Restructuring: |
A
second-generation company which had enjoyed significant
growth over the previous 10 years, had entered a profit
decline. Engaged client owners in a significant review
of existing management structure and philosophy. Company
then began a two-year strategic reorganization to bring
stronger, independent second level management into decision-making
roles. Corporate sales growth and renewed profitability
are already evident and ownership is refocused on new
business opportunities. |
| Corporate
Acquisition: |
A
client recognized the opportunity to acquire its competitor
out of bankruptcy. Entered into pricing negotiation with
lead bank (and second party). After only 30 days of negotiations
the bank agreed to a deferred purchase at 50% of the cost
of the seller's inventory, plus modest other payments.
The acquired company is now a successful division of the
client.
|
|