O’Keefe, a strategic advisory firm announced the following promotions:
• Keith Chulumovich has been promoted to Managing Director. He is an accomplished finance leader focused on strategic and operational planning, executing financial goals, business analysis and financial reporting, process improvement, and financial services. Keith’s breadth of industry experience includes leasing, manufacturing, logistics, supply chain, and real estate. He is experienced at working for private equity and in both large public and high growth privately held companies and has expertise in international companies, working capital management, financial analysis, strategic planning; turnaround/profitability improvement initiatives, management of operating budget and forecast planning cycles. Keith is an innovative problem-solver utilizing data analysis and business process development and standardization to optimize efficiencies and deliver cost effective solutions within complex business and reporting structures.
He is licensed by the State of Michigan as a Certified Public Accountant (CPA) Mr. Chulumovich is a member of the Michigan Association of Certified Public Accountants (MICPA) and the American Bankruptcy Institute (ABI).
• Katie Montague has been promoted to Senior Associate. She specializes in preparing complex financial analyses for use in litigation support assignments, including shareholder disputes, automotive recalls, and bankruptcy matters. She also provides strategic advisory services to struggling companies, most recently serving as a financial advisor to the creditor committee for a large bankruptcy filing in Wayne County. Ms. Montague also has experience in forensic accounting and preparing valuations for estate planning.
Ms. Montague is licensed by the State of Michigan as a Certified Public Accountant (CPA) and is a Certified Fraud Examiner (CFE). She is a member of the Michigan Association of Certified Public Accountants (MICPA), the American Institute of Certified Public Accountants (AICPA) and the Association of Certified Fraud Examiners (ACFE).
Ms. Montague is a member of the Detroit Chapter of the Turnaround Management Association (TMA). She will serve as Chair of the TMA Network of Women (NOW) committee beginning in July 2019 and is currently a member of the TMA Programming committee. Ms. Montague is also a member of the Association for Corporate Growth (ACG) and serves on ACG’s Women Forum committee.
• Anson Smuts has been promoted to Director and Senior Economist. He utilizes strong knowledge of accounting and finance principles, mergers and acquisitions, business valuation, intellectual property, and data analysis to identify strategies for business growth and development. Mr. Smuts has assisted clients with post-acquisition disputes involving earn outs and working capital adjustments, business valuations, financial budgeting and projections, damages in intellectual property matters, damages in fiduciary duty and employment matters, and fraud investigations.
He is a member of the National Association of Forensic Economics (NAFE), Turnaround Management Association (TMA), Institute of Management Accountants (IMA), the Association of Certified Fraud Examiners (ACFE), and the National Association of Certified Valuators and Analysts (NACVA).
Mr. Smuts is a Certified Management Accountant (CMA), Certified Fraud Examiner (CFE) and a Certified Valuation Analyst (CVA). He is currently a board member of the Detroit Chapter of TMA NextGen.
“We are proud to have professionals that are committed to excellence, and continuously demonstrate integrity and outstanding client service to our industry.” said Pat O’Keefe, Founder and CEO of O’Keefe.
Rizzo Honored
O’Keefe also announced that Matthew Rizzo is an honoree of National Association of Certified Valuators and Analysts’ (NACVA) 40 under 40. This award exemplifies the brightest emerging leaders in the profession.
Rizzo provides business valuation expertise in many types of transactions including, but not limited to mergers and acquisitions, shareholder disputes and gift tax valuations providing objective, independent valuations according to facts and circumstances. He provides litigation economic damages analysis to clients with a variety of issues, such as, patent infringement, warranty breaches, and contract disputes within many different industries. Mr. Rizzo also provides extensive corporate turnaround consulting services with hands-on experience with tech companies, consumer product manufacturers and consumer goods & services companies.
Rizzo is a Certified Public Accountant (CPA) and is accredited by the National Association of Certified Valuators and Analysts (NACVA) as a Certified Valuation Analyst (CVA). He is a member of the American Institute of Certified Public Accountants (AICPA), Michigan Association of Certified Public Accountants (MICPA), and the American Bankruptcy Institute (ABI).
He received the Emerging Leader award from the M&A Advisor in 2017 and is a member of the MICPA Emerging Leaders Task Force.
“Mr. Rizzo is head of our young professionals group at O’Keefe. Mr. Rizzo has worked on numerous high-profile cases in the firm,” said Pat O’Keefe, Founder and CEO.
He resides in Rochester Hills.