Professional Summary

Professional Overview

Garth Schulz is a seasoned finance executive with a versatile background spanning the investment banking, consulting, and technology sectors. As the Chief Operating Officer and Chief Financial Officer at Segmed, Inc., he leverages his extensive expertise in strategic business operations, financial management, and M&A to drive the company's growth and operational excellence. Additionally, Garth serves as the Chief Business Officer and Executive Vice President at Greffex, Inc., where he is responsible for spearheading the company's business development and commercial strategies.

Experience Summary

Current Roles

COO & CFO, Segmed, Inc. (2022-05-01 to Present)

• Responsible for overseeing the company's day-to-day operations, financial planning and analysis, and strategic decision-making

• Optimizing operational efficiency and driving cost-saving initiatives to improve the company's profitability

• Leading the integration of acquired businesses and aligning them with Segmed's long-term vision

Chief Business Officer, EVP, Greffex, Inc. (2020-11-01 to Present)

• Accountable for developing and executing the company's business development and commercialization strategies

• Driving revenue growth and market expansion through strategic partnerships and client relationships

• Overseeing the implementation of go-to-market plans and ensuring alignment with the company's overall objectives

Career Progression

Managing Director, J.P. Morgan (2018-06-01 to 2020-09-01)

• Managed a team of investment banking professionals in originating and executing complex transactions

• Advised clients on mergers, acquisitions, and capital raising, contributing to the firm's market leadership

CEO and Founder, Ridge Street Consulting and Castle Advisory Company (2014-05-01 to 2018-05-01)

• Established and led boutique consulting and advisory firms, providing strategic and operational guidance to clients

Managing Director, Barclays Investment Bank (2012-09-01 to 2014-04-01)

• Originated and executed strategic transactions, including mergers, acquisitions, and debt/equity offerings

Managing Director, Merrill Lynch (1996-09-01 to 2012-09-01)

• Spearheaded the firm's investment banking activities, with a focus on the healthcare and technology sectors

Academic Background

Garth holds a Bachelor of Arts degree from the University of Alabama, where he majored in Economics and minored in Political Science.

Areas of Expertise

• Financial management and strategic planning

• Operational optimization and process improvement

• Mergers, acquisitions, and post-integration management

• Business development and client relationship management

• Investment banking and capital markets advisory

Professional Impact

• Developed and executed strategic growth plans that drove significant revenue and profitability improvements for his clients

• Facilitated the successful integration of acquired businesses, ensuring seamless operations and alignment with long-term objectives

• Advised clients on high-profile transactions, contributing to their market positioning and competitive advantage

Conclusion

With over two decades of experience in the finance and consulting industries, Garth Schulz has demonstrated a proven track record of driving operational excellence, financial performance, and strategic growth for his clients. As the COO and CFO of Segmed, Inc. and the Chief Business Officer of Greffex, Inc., he continues to leverage his extensive expertise to guide these organizations through their next phases of expansion and market leadership.