John E. Surrette, Jr. , CPA, CFE, MBA, CM&AA
Partner, Audit Services Group
"To me, practicing public accounting for anyone other than a firm like KLR is unthinkable. We have a very diverse group of clients and the resources to tackle any problems they may face. If I haven’t personally dealt with a particular issue, I know one of the 250 people standing behind me has."
Background
Experience:
- Over 17 years of experience in public and private accounting
- Chair of the Private Equity and Venture Capital Services Group
- Co- Chair of the Renewable Energy Services Group
- Works closely with private equity and venture capital firms in meeting both back office and portfolio company needs
- Assists clients looking to obtain debt and equity financing
- Experienced in assisting clients in evaluating investment opportunities as well as hands on experience during the pre and post transaction process
- Audit and consulting experience with clients in a variety of industries including renewable energy, private equity, construction, casino gaming, auto dealerships, manufacturing, distribution, forensic accounting and employee benefit plans
- Assists clients in complying with the provisions of Sarbanes Oxley and the evaluation of internal controls, fraud examination and forensic accounting engagements
Education
- Bachelor of Science in Business Administration, University of Rhode Island
- Master of Science in Business Administration, University of Rhode Island
Professional
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
- Rhode Island Society of Certified Public Accountants (RISCPA)
- Association of Certified Fraud Examiners (ACFE)
- Association for Corporate Growth (ACG), Chapter Vice President
- Alliance of Merger and Acquisition Advisors (AM&AA)
- ACG Deal Hunters, past committee member
- Turnaround Management Association (TMA), Past Chapter Chair
- Leadership Rhode Island 2010 Zeta II Class
- Providence Business News 2012 40 Under Forty
- TryRI, past Co-Chair
- Providence College, past adjunct professor
- Johnson & Wales University, past adjunct professor
Community
- RENEW Energy Initiative, past board member and training committee chair
- Leukemia and Lymphoma Society, RI Chapter, past nominating committee member, past vice president of the board of trustees