Addam Stone

Director

Addam is a seasoned financial leader with a proven blend of both strategic and tactical abilities across various industries. He is a leader with expertise in identifying and anticipating business needs, risks, merger/acquisitions, ERP and EPM implementations as well as facilitating effective analysis, KPIs and dashboards while driving continuous process improvements.  He has led a business turnaround, integrated multiple mergers & acquisitions, and improved financial reporting for global organizations.

Addam grew up in Florida, Spain and Arizona but about 20 years ago Addam and his family decided to move away from the Phoenix desert to a farm they inherited in East Texas.  It is from there you can find Addam enjoying the beautiful countryside raising a Komondor puppy, goats, chickens and horses. When not working to improve his clients’ businesses, you can find him at the soccer field managing his sons FC Dallas soccer team and trying to pass along his very rusty soccer skills.

Industry Expertise

  • Manufacturing
  • Distribution
  • Industrial
  • Oil and Gas
  • Retail
  • CPG
  • Food/Beverage
  • Privately Held, 
  • Private Equity owned, 
  • MicroCap Public Company <$500M
  • Public Company <$2B

Specialties/Skills

  • Process Improvements
  • Financial Planning/Forecasting/Modeling
  • Data Analytics
  • Financial Reporting/Dashboards/KPIs
  • ERP/CPM Implementation
  • Merger and Acquisitions
  • Pricing/Costing Analysis

Education & Certifications

  • BS – Accounting–Arizona State University
  • M.B.A–University of Texas – Tyler