RMG - Key Persons
With over 30 years of restaurant expertise, including roles as CFO and Operations Manager, Alan has extensive experience improving performance and driving growth for public and private food service organizations. Alan has a strong track record of increasing profitability and market share through exemplary strategic planning and financial management. His experience includes:
Exceptional financial analyst evaluating and maintaining new credit investment opportunities for multiple credit-focused funds totaling $7 billion. Demonstrated articulate recommendations based on detailed financial analysis including due diligence of operational plans, financial statement reviews, and P&L and cash flow modeling. Significant expertise in presentation and discussion with senior management of middle market and large cap companies in the restaurant, retail, consumer products and food & beverage industries.
Job Titles:
- VP Concept Development / Operations
Job Titles:
- Regional Training Manager
Chris has spent all of his career in the restaurant and retail industry. He began with Focus Brands and Compass group where he was quickly promoted to Senior Vice President of Operations.
Job Titles:
- President - Unavailable to Work on Projects
Core Capacity : Turnaround Management and Detailed Financial Analysis/Valuation Modeling, Restaurant Operations Analysis, Menu Analysis, Brand Positioning, Restaurant Management. Jim's core capacity has proven itself through CEO and President appointments within the foodservice space. Jim has extensive experience, and across multiple brands and industries in this position. His analysis begins with the financial and operational performance of individual units/divisions/profit centers, then targets corporate operations and ultimately involves valuation analysis, emergency action plans, turnaround, normalization and exit strategies. Until forming The RMG, Jim Balis spent much of his career working as a high-level special assets manager overseeing more than a billion dollars of distressed commercial debt- most of which was in the restaurant space. Through this position, Jim was involved and/or directed the turnaround of numerous business operations.
Mike began his career with Arthur Andersen & Co where he obtained his CFO license and was consistently promoted to the position of Manager. Following a successfully 8 years with the firm, handling a broad range of businesses, Mike accepted a position with one of his financial clients. As CFO of AppleGrove Restaurants Mike lead the finance team as the company grew from 60 restaurants to over 100 restaurants and $250 million in annual revenue. His activities included building and maintaining a five year financial model, identifying cash needs and maintaining lender relationships to provide the financing for growth. Prior to his experience with AppleGrove Mike spent 10 years in finance positions with 2 companies.
Mike began his career at Burger King where he quickly rose to the ranks of Training Manager. He then became Vice President of Operations for Victoria Station after serving several other executive level management positions. Following a 7 year period as a restaurant owner, Mike assumed a Vice President of Operations and Concept Development position for Boston Chicken. Since that time he has been Director of Operations for a northeastern Brinker Franchisee of Chili's, On the Border and Bertucci's. He left the restaurant industry to broaden his experience serving executive positions for Kinko's and Dollar General until 2003 when he returned as an executive focusing on restaurant turnarounds.
Job Titles:
- Brand Positioning / Market Research Director
Mike has provided strategic insights to over 75 companies both large and small. He helps restaurant and retail companies solve important strategic challenges they face. Mike has become one of the leading researchers for the restaurant industry, and prides himself on being known as the go-to guy for restaurant companies who need to evolve their brand positioning, optimize their menu, develop innovative new menu items that will bring in new guests, develop a new prototype facility or identify the links between employee satisfaction, customer satisfaction, sales, profit and turnover on a unit-by-unit basis.
He has been a speaker at numerous Restaurant industry and New Product Marketing summits on restaurant brand development and innovation work in consumer packaged goods companies.
Job Titles:
- General Manager, Corporate Director of Accounting
Job Titles:
- Biz Development / Special Assets Advisor
Trish entered banking shortly after graduating college and early in her career moved in to special assets. She began with West One Bank, then spent multiple years with Key Bank and Amresco where she was promoted to Senior Asset Manager working with multiple restaurant and C&G defaults). Trish' career highlights include: