Michael S. Blum, CFA
Principal
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BACKGROUND:
Michael S. Blum, C.F.A., is a principal of Sullivan Consulting Group, Inc. (SCG). Mr. Blum specializes in corporate development, strategic analysis and financial modeling and structuring for private infrastructure projects.

Prior to affiliating with SCG, Mr. Blum directed research for a boutique investment bank. His 15-plus years of engineering, consulting and finance experience has involved public and for-profit enterprises, both domestically and overseas.

PROJECT EXPERIENCE:
Organizational Strengthening & Team Building Projects
U.S. Army Corps of Engineers – Working with the Information Management Office within the Los Angeles District, helped to identify and implement new business processes, improve customer satisfaction and teamwork.

Jacobs Civil, Inc. – Analyzed structure and authorities of resource agencies involved in the review and permitting process of large scale transportation corridors in Southern California. Outcome of work enabled prime contractor and local agency staff to more effectively work with state and federal agencies.

Strategic Planning
Port of Los Angeles – Mr. Blum currently is assisting with the POLA Coal Export Pricing Strategy project, which is focused on developing a sales strategy to sell US Western steam coal to the electric power utilities industry in Mexico and ship it via the LAXT terminal in Los Angeles.

Port of Santa Marta – Mr. Blum served as Project Manager on this Container Terminal Expansion program in Colombia working with DMJM+Harris, Inc. The business challenge involved matching potential cargo movement opportunities with needed cargo handling facilities investment at the Port in a manner suitable to attract outside financing.

Business Planning
Lima, Peru – Created a ten-year capital investment program for water and wastewater systems in support of concession privatization proposal.

Santa Fe, Argentina – Created ten-year capital investment program for water and wastewater systems in support of concession privatization proposal.

San Juan, Puerto Rico – Authored and supervised production of comprehensive technical and economic proposal for Build-Own-Operate-Transfer aqueduct and water treatment facility.

Argentina (Private) – Authored offering memorandum for a $30 million joint venture in charcoal production based in Northern Argentina.

United States (Public) – Researched, performed due-diligence and structured approximately $300 million in private equity investment in publicly traded U.S. corporations.

United States (Venture) – Researched, performed due-diligence, created offering document and structured investment of approximately $45 million in a private U.S. biotechnology company (later taken public).

Various Technology Star-ups – Helped prepare business plans and offering memoranda for technology companies seeking capital solutions to accommodate growth goals.

Government Relations
United States EPA – Adjudicated administrative appeals dealing with Federal reimbursement for engineering and construction of water pollution control projects.

City of Los Angeles Bureau of Engineering – Served as Grants Administrator for wastewater treatment expansion programs.

EDUCATION:
MBA, University of Chicago
BSE, Civil Engineering, University of Pennsylvania

PROFESSIONAL REGISTRATION:
Chartered Financial Analyst (CFA)
Series 7 & 63

Association for Investment Management and Research (AIMR)
5 Boar’s Head Lane
Charlottesville, Virginia 22903

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