Adam Sharpee is a Chicago-based managing director in Protiviti’s Risk and Compliance practice. He has over 17 years of experience in the financial services industry primarily serving banking and investment clients with an emphasis on credit risk management, collateral analysis, and securitization due diligence.
Prior to joining Protiviti, Adam acquired seven years of experience, most recently as a Manager in the Financial Services Risk Management group of a “Big Four” accounting firm. His transaction service experience is focused on asset based lending and securitization reviews of tangible assets for commercial lending clients and buy-side due diligence on small to mid-market merger and acquisition deals. Prior to joining the Financial Services Risk Management group, Adam was a consultant in the Transaction Advisory Services (TAS) practice at Arthur Andersen.
Adam has conducted over 500 operational due diligence engagements across a wide variety of asset classes, including student loans, trade receivables, auto and other installment loan, equipment and other types of leases, mortgages, commercial real estate, credit cards, franchise loans, unsecured consumer loans and commercial and institutional loans. He has visited companies located in the US and abroad in a range of industries including manufacturing, distribution, retail, government, and financial services. These engagements typically involved an in-depth review and evaluation of a company’s cash collections and treasury functions, customer billing and processing procedures, credit management, delinquent account collections procedures and other various company functions.
Adam has managed and participated in due diligence projects for lending facilities ranging from $25 million to $1 billion consistently over 10 years.
Adam is responsible for fieldwork, staff training, work product production, client relationship building, and expense monitoring. Additionally, he develops and maintains an understanding of the target company’s collateral base, organizational structure, policies, procedures, and financial performance.
Adam heads the compilation and delivery of oral and written reports regarding findings and issues to directors, managing directors, clients, and target company executive management.
Lender Due Diligence
Asset Based Lending
Manufacturing & Distribution
Student Loan Lending
B.S. – Finance, University of Illinois Champaign-Urbana