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Chuck Adams

Partner - Coeptis Consulting Group | I provide corporate development/portfolio advisory and execution in industrial manufacturing sectors to streamline and drive growth | Less Noise, More Flow

Boise, United States

$800/day

❓ Struggling to navigate the complexities of corporate or PE/FO portfolio growth? ❓ Need corporate development expertise but desire more than a banker? ❓ Struggling to grow inorganically and need an expert? We’ve seen the good, the bad, and the ugly in corporate development and portfolio strategy, whether growing your current lines of business, performing inorganic activities, or finding opportunities for your PE fund. Whether less-than-stellar revenue or a PMI gone sour, corporate development can go wrong due to myopic views. The point? Better ways exist to execute corporate development and portfolio strategies. If you’re leading a company or PE/FO firm in industrial manufacturing sectors and are: ⛔ Overwhelmed with the blurry vision and noise facing your company/fund growth paths. ⛔ Eager to expand but need a roadmap for product strategy, positioning, and capacity. ⛔ Unsure what risks & pitfalls exist across all functions beyond pure financials. We’re here to help! As we say at CCG, “Less Noise, More Flow.” When you work with us, you will: ✔️ Receive hands-on expertise in evaluating and deploying your strategy across organic and inorganic channels. ✔️ Have a clear vision for your company/fund for accelerated growth and receive execution, not just “advisory.” ✔️ Break down the complex issues into streamlined decision-making to create sustainable value. What sets us apart? ☀️ Comprehensive Expertise – Not fractional, but a holistic approach. ☀️ Proactive Execution – CCG is not only an advisor; we help execute and are hands-on. ☀️ Deep Industry Experience – We’ve done the real work, not just theory and on paper. ☀️ Swift, Efficient Decision-Making – Streamlining complex processes and giving insights without sacrificing quality. Our track record speaks for itself: “This company is exactly what we seek in a strategic acquisition target.” EVP – Middle-Market Parts Manufacturer “[CCG] gave us a comprehensive, accurate market model in less than two weeks, which would have taken us months!” Head of Strategy - $2.5B Industrial Manufacturer “[CCG’s] solution not only gives us a list of acquisition targets but allows us to test different roll-up scenarios in real-time and view the whole landscape across multiple variables.” Operating Partner - $1B PE Fund. Ready to cut through the noise and achieve flow? Charles "Chuck" Adams is a Registered Representative of Finalis Securities LLC, Member FINRA/SIPC.

Domain experience

Relevant Total Experience: 11 years

Seniority Level: Senior

Sector Experience: 

Automobiles and Components Capital Goods Construction Materials Consulting Services Food, Beverage and Tobacco Metals and Mining Research, Development, and Testing Services Road and Rail Transportation

Skills

Skilled in: Corporate Strategy, Project Management Office (PMO), Post Merger Integration (PMI), Target Sourcing, Due Diligence, Term Sheet, M&A Negotiations, Bolt-on acquisitions, Buy-and-Build, Controlling, Value Creation & Enhancement, Strategic Finance, Capital Raising

Technical Skills: SQL, Microsoft Excel, PowerPoint, Matlab, Microsoft Office, Solidworks, Microsoft Project, Pro Engineer, Python

Languages: Spanish, English

Work Experience

Coeptis Consulting Group

Managing Partner

01/07/2020

 

- 10/12/2022

❓ Struggling to navigate the complexities of corporate or PE/FO portfolio growth? ❓ Need corporate development expertise but desire more than a banker? ❓ Struggling to grow inorganically and need an expert? We’ve seen the good, the bad, and the ugly in corporate development and portfolio strategy, whether growing your current lines of business, performing inorganic activities, or finding opportunities for your PE fund. Whether less-than-stellar revenue or a PMI gone sour, corporate development can go wrong due to myopic views. The point? Better ways exist to execute corporate development and portfolio strategies. If you’re leading a company or PE/FO firm in industrial manufacturing sectors and are: ⛔ Overwhelmed with the blurry vision and noise facing your company/fund growth paths. ⛔ Eager to expand but need a roadmap for product strategy, positioning, and capacity. ⛔ Unsure what risks & pitfalls exist across all functions beyond pure financials. We’re here to help! As we say at CCG, “Less Noise, More Flow.” When you work with us, you will: ✔️ Receive hands-on expertise in evaluating and deploying your strategy across organic and inorganic channels. ✔️ Have a clear vision for your company/fund for accelerated growth and receive execution, not just “advisory.” ✔️ Break down the complex issues into streamlined decision-making to create sustainable value. What sets us apart? ☀️ Comprehensive Expertise – Not fractional, but a holistic approach. ☀️ Proactive Execution – CCG is not only an advisor; we help execute and are hands-on. ☀️ Deep Industry Experience – We’ve done the real work, not just theory and on paper. ☀️ Swift, Efficient Decision-Making – Streamlining complex processes and giving insights without sacrificing quality. Our track record speaks for itself: “This company is exactly what we seek in a strategic acquisition target.” EVP – Middle-Market Parts Manufacturer “[CCG] gave us a comprehensive, accurate market model in less than two weeks, which would have taken us months!” Head of Strategy - $2.5B Industrial Manufacturer “[CCG’s] solution not only gives us a list of acquisition targets but allows us to test different roll-up scenarios in real-time and view the whole landscape across multiple variables.” Operating Partner - $1B PE Fund. Ready to cut through the noise and achieve flow? Charles "Chuck" Adams is a Registered Representative of Finalis Securities LLC, Member FINRA/SIPC.

SGS-Maine Pointe

Operations Consultant

01/05/2022

 

- Now

CONTRACT Leading Design for Excellence (DfX) workstream at $11B business unit of a top three defense contractor.

Liercke Construction, LLC

COO

01/11/2018

 

- 10/12/2022

Liercke Construction, LLC is a licensed general contractor & construction services provider primarily serving the Southern Idaho region, including the Mountain Home Air Force Base (MHAFB). Our mission is to provide exceptional construction services in Idaho, while being honest, fairly priced, and humble with our clients, who drive our business success.

Wabtec Corporation

Advanced Lead Mechanical Engineer

01/11/2020

 

- 01/02/2022

GE Aerospace

Lead Engineer

01/06/2014

 

- 01/10/2020

- Developed repair strategy for T408 Combustor Liner Assembly in collaboration with the US Navy and suppliers. - Drove root cause analysis of engine part defects across multiple shops worldwide; identified and developed action plan for $50M + of process improvement savings. - Coordinated part cleaning improvement project across multiple shops by developing business case, championing efforts with senior leadership, and bridging across different cultures; over $500K saved in first six months. - Co-led lean manufacturing sprint to develop new scrap code standards for use across all of GE Aviation; new standards led to more effective scrap defect pareto charts via productivity savings. - Provided powerplant engineer guidance on workscopes, leading indicators, and evolving field issues for contract customers worldwide. - Led three-person team at MRO client in Taiwan (on-site) to establish inspection and repair practices for engine module hardware; successful ramp-up of repair line with 12 modules in the first year at client site. - Authored new repair document for inspection and repair of Fan Case Module parts leading better productivity for shops over former processes; reduced departure record workload for engineering and shops by ~40% - Addressed seven grounded aircraft situations with airline/freight customers by interfacing with customer’s staff to develop custom technical & business solutions, preventing further delay of airline service. - Performed design engineering analyses to recover ~$1.5M of Ceramic Matrix Composite parts for the CFM LEAP engine program, minimizing part waste/scrap. - Worked with internal Quality and Manufacturing departments at the Asheville, NC plant to reduce nonconformances and rework, reducing nonconformance occurrences by ~40%. - Led structures LM9000 Turbine Center Frame (TCF) redesign by leveraging GE90-115B TCF, performing analyses using new, preliminary designs, taking to CDR status, ~3 months ahead of schedule. - Recovered ~$500K of nonconforming life-limited parts using engineering analyses, reducing scrap and waste of production parts. - Nominated for internal engineering award for managing CF34-3B Dual MTO LPT Life Type Certification by analyzing fatigue and damage tolerance of life-limited parts, writing the module life manual, and submitting to the local FAA representative for review & approval. - Developed probabilistic fracture mechanics algorithm to allow durability critical lifing on the F110 engine for select rotating parts (US Air Force), allowing longer usage and better value of parts.

Various

Other Positions

01/10/2006

 

- 01/06/2014

Have worked across different industries and functions including: - Automotive - Appraisal (Insurance) - Business Analytics - Construction Materials and Supplies - Food Manufacturing - Mechanical Engineering and Testing - Video Game Development

Education

Indiana University

01/07/2015

 

- 01/05/2017

Vice President - Kelley Direct Consulting Association Focus in Consulting GMAT: 710

North Dakota State University

01/08/2012

 

- 01/05/2014

Thesis: Influence of the Biaxiality Ratio on Multiaxial Fatigue of Metallic Materials

Boise State University

01/08/2007

 

- 01/05/2012

Licenses / Certificates

NASAA

Series 65

01/10/2022

 

FINRA

Securities Industry Essentials (SIE) Certificate

01/05/2022

 

State of Idaho: Board of Licensure of Professional Engineers and Professional Land Surveyors

Engineering Intern (EIT)

01/07/2012

 

FINRA

Series 63

01/03/2023

 

FINRA

Series 79

01/05/2023

 

FINRA

Series 7

1/9/2023

 

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