Sam Clark is senior managing director with Baker Tilly Capital, LLC, the wholly-owned private investment banking subsidiary of Baker Tilly US, LLP, co-leading the distressed mergers and acquisitions and turnaround effort.
Sam specializes in providing consulting and advisory services to financial sponsors and stakeholders, management teams and corporate boards related to healthy and distressed transactions, financial restructuring, turnarounds and opinion-related corporate finance. He served as a national practice leader for a multinational independent investment bank and financial services company as well as a management consulting firm specializing in restructurings and other complex turnarounds. Sam also has experience as a regional leader of the valuation and corporate finance practice for one of the world’s largest accounting and advisory firms.
- Senior distressed M&A and restructuring advisor, representing debtors and creditors, including:
– Chief restructuring officer of a manufacturer and distributor of consumer beverages
– Lead investment banker and expert witness to the Unsecured Creditors’ Committee in the Chapter 11 reorganization of an upstream E&P operator with more than $8 billion in total debt
– Financial advisor to the First Lien lenders’ group in the Chapter 11 reorganization of an offshore lift boat operator with more than $130 million in debt
– Financial advisor to the First Lien lenders’ group in the restructuring of over a 130 location franchise operator of a national restaurant chain restaurant - Delivered fairness and solvency opinions to numerous private equity groups and corporate boards in support of new and refinanced transactions
- Represented clients in the sale of both business enterprise and real estate assets in both healthy and distressed situations
- Provided accounting advisory support for both financial reporting and tax clients as part of their audit and tax process
- Principal and investor in a real estate investment firm that acquires and redevelops underperforming and underutilized real estate primarily located in urban centers
- Extensive experience across real estate, healthcare and energy industries
- FINRA Series 7, 63, and 79 securities licenses
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants
- Accredited in Business Valuation (ABV)
- American Society of Appraisers (ASA)
- Licensed Real Estate Broker (LREB)
- Licensed Real Estate Appraiser (LREA)
- Former advisory board member First Tee of Greater Dallas
- Former Zoning Commissioner, City of Coppell, Texas
- Founding member American Cancer Society Evergreen Gala
- Former Treasurer Sammon’s Center for the Arts
Location
Dallas – Plano, TX
Education
Master of Business Administration
The University of North Texas (Denton, Texas)
Bachelor of Business Administration
Texas A&M University (College Station, Texas)
Executive Development Program
Northwestern University (Evanston, Illinois)
