William S. Conrad, MSF, ASA, CPA
Advisory Principal to Chartworth

Bill is Managing Director of Baldwin & Clarke Corporate Finance, Inc. and Baldwin & Clarke Capital Markets, Inc. He is an investment banking professional specializing in financial value planning, mergers and acquisitions, and recapitalizations of middle market companies.

Bill joined Baldwin & Clarke Corporate Finance, Inc. in 1998. He represents and advises top management, shareholders and boards of directors regarding corporate development and strategic planning for maximizing shareholder value. He assists companies in developing operating and financing strategies and structures, and negotiates financing strategies for troubled firms. Bill has broad industry experience in food service, healthcare and high technology businesses.

Prior to joining Baldwin & Clarke Corporate Finance, Inc., Bill operated a per diem chief financial officer business for two years. During this period of time, he worked with healthcare and high technology businesses developing financial and operating strategies, financial tracking and reporting systems and preparing for capital fund raising. Bill was Executive Vice President and Chief Financial Officer for the Courville Companies, a long-term care company, for over nine years. While working with the Courville Companies, Bill helped negotiate over $20,000,000 in senior debt and mezzanine financing, and in developing and opening three long-term care facilities, and acquired a dental temporary agency.

Bill is an Accredited Senior Appraiser (“ASA”) of the American Society of Appraisers, the leading designation in the discipline of business valuation, and a Certified Public Accountant (“CPA”). Bill holds an M.S. in Finance from Bentley College and a B.S. in Business Administration from Drexel University.

Active in business and community affairs, Bill is Treasurer of Child and Family Services of New Hampshire, Treasurer of the Palace Theatre Trust, serves as chair of the Leadership Committee of Campaign Cabinet of the Heritage United Way, is a member of the American Institute of CPAs and is a Member of the American Society of Appraisers.

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