Karl Halteman, CPA, MBA, CGMA

Critic
DISC Type : C

Chief Financial Officer at Herspiegel

New York City Metropolitan Area, United States

Overview

Karl Halteman is a Chief Financial Officer with over 15 years of experience leading finance for private equity-backed companies. A CPA and a Chartered Global Management Accountant with an MBA from NYU Stern, he specializes in M&A, capital raising, and achieving successful PE exits.

He has significant international experience, including working as an expatriate in France and managing global finance teams across the US, Europe, and China. He values maintaining long-term professional connections, recently visiting former colleagues in The Netherlands while on vacation.

Unique fact: To land his expatriate assignment in France, he was both patient and aggressive, waiting 15 years for the right opportunity to arise.

Personality Overview

Precise

Negotiator

Information Seeker

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

PE-Backed Growth
His career centers on leading finance for private equity-backed companies, driving enterprise value through strategic growth, and overseeing successful exits.
Global Finance
Has extensive experience managing international finance teams across the US, Europe, and China, and has lived abroad as an expatriate in France.
Mergers & Acquisitions
Possesses deep expertise in both buy- and sell-side M&A, including leading corporate development and integrating acquired teams into the organization.

Media Appearances

Karl has no verified media appearances

Work History

9-2025
Chief Financial Officer at Herspiegel
10-2024 - 9-2025
Chief Financial Officer at JSI
7-2018 - 10-2024
Executive Vice President, Chief Financial Officer at ReSource Pro
3-2018 - 6-2018
Interim CFO at ReSource Pro
10-2016 - 1-2018
Vice President of Global Finance at GENEWIZ , By Azenta Life Sciences

Education

1995 - 1999
Bachelor's degree from Syracuse University - Martin J. Whitman School of Management
MBA (Executive) from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 16 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Financial Officer at Herspiegel
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Insights For Selling To Karl

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karl is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Karl

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Karl move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Karl take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Karl

Personality Compatibility


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