About Todd Clauer
Todd is a CPA with over 25 years of financial management and operational experience ranging from early stage to large, mature operating entities. He began his career in the audit practice of KPMG Peat Marwick, focusing on Manufacturing, Retail and Distribution clients. Upon leaving KPMG, Todd moved into financial planning and analysis at a Fortune 500 company. In this role, he developed his passion for using his financial acumen to be a true business partner, helping to identify and solve standard and complex business problems. Todd continued to progress in leadership roles for organizations across a diverse group of industries, including hi-tech manufacturing, foundry operations and software development, sales and service. In the process, he has gained a fundamental understanding of the critical success factors necessary for companies to achieve and maintain growth and profitability. Ownership in these companies range from public to family owned to private equity ownership structures, each of which provide different challenges within a financial organization and the business at large.
As a well-positioned finance executive, Todd brings a strong, grounded understanding of financial planning and analysis to accurately define, measure and analyze problem areas and identify and implement solutions providing tangible benefits to the organization. His operational focus and professional background in accounting and finance, as well as experience managing IT, HR and the legal functions of organizations, give him the unique ability to create and support financial controls, financial and business systems, as well as the people that support a company’s current business needs and provide the flexibility to adapt to changing business conditions.
Todd possesses 25+ years of expertise in transaction structuring, debt financing and business transition services focused on providing mergers and acquisitions support, including performing due diligence and integration of acquired companies, as well as positioning companies for changes in ownership.
As a Senior Finance leader & CFO, Todd deployed these skills to support the internal accounting controls and finance infrastructure that enabled the successful negotiation and re-negotiation of several secured lines of credit agreements ranging in size from $10 million to over $100 million. This financing fueled inorganic growth of a Milwaukee area software company from $70 million in revenue to nearly $300 million and ultimately led to multiple changes in ownership.
Todd is licensed by the State of Wisconsin as a Certified Public Accountant and is a member of the Wisconsin Institute of Certified Public Accountants (WICPA). He holds an BA from Carthage College with degrees in accounting and criminal justice. Todd has served on the Church Council of St. Paul’s Lutheran Church. Todd and his wife of 17 years live in Mukwonago, WI with their 3 sons, who challenge both of them to keep up with their busy scholastic and athletic activities.
Certificates & Licenses:
CPA – Wisconsin