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.





541 North Fairbanks Court > Suite 1700 > Chicago > Illinois > 60611
: 312.321.0300 > : 312.321.0364 > : info@romeassoc.com
Copyright 2002