Mr. Pansing is a Managing Director at Merit Capital Partners, an investor of junior capital in middle-market companies. Dan joined Merit in 1999 and is involved in all aspects of the firm’s business including fundraising and LP relations, deal origination, transaction execution and portfolio company oversight. Dan is one of the leaders of Merit’s efforts to develop and expand its relationships with independent sponsors, and has completed several transactions with these groups. Dan began his career at the First National Bank of Omaha, and later worked at LaSalle Bank, NA in Chicago where he focused on leveraged and commercial loan transactions. He received his MBA from the Anderson School at UCLA and his BS from Miami University (Ohio). Dan lives with his wife and two daughters in Western Springs, Illinois.
Christian Albert is the founder and managing partner of Bowside Capital, a private investment firm that specializes in the private equity, small buyout market and is an equity provider to independent sponsor-led transactions. Bowside Capital invests in U.S. and Canadian private equity funds with capital commitments of $150 million or less, makes secondary purchases of limited partner interests in funds that meet its target criteria and co-invests with these small funds and independent sponsors in direct transactions.
Mr. Albert manages the firm and its investment activities, and serves on numerous investment-related committees. He is a former chair of the Limited Partner Council of the Small Business Investor Alliance and is a member of the Board of Directors of the Brown University Sports Foundation. He earned a M.St. from the University of Oxford and an A.B. from Brown University.
Carr joined Akoya Capital in 2010 as a leader of its transaction team.
Over 20+ year principal investing career, Carr has developed an outstanding ability to source, structure, and execute complex transactions. His responsibilities include deal sourcing, transaction execution and post-closing monitoring of portfolio companies he has closed and he has closed numerous investment opportunities across a variety of industries including manufacturing, business services, and consumer products. He has also successfully raised a committed investment fund from 16 institutional investors.
Carr began his career with Chase Manhattan Bank and Freeman Securities. He has held senior positions with the private equity firms Allied Capital and Reliant Equity Investors.
Carr served on the Board of Saint Ignatius College Prep in Chicago. He has a BA in Finance from Morehouse College, a JD from George Washington University, and an MBA from Wharton Business School. Additionally, Carr works closely with our portfolio company Fresh and Ready Foods.
Neel is an experienced investor, operator, and advisor. Prior to NB Group, he was a member of the investment team at Berkshire Partners, a corporate development manager at The New York Times, a co-founder of Foodpanda India, and a management consultant at Bain & Company. He is also the founder of NB Advisory, an advisory and consulting firm working with growth stage technology businesses on corporate development, strategy, and finance.
At Berkshire Partners, a leading growth-oriented private equity fund, Neel evaluated new investments in the tech/telecom and consumer/retail industries. He also worked closely with the executive teams of several portfolio companies including retailers Aritzia and Party City, where he was a Board Observer. At the New York Times, Neel evaluated investments in ad tech, business intelligence, and mobile. At Bain, Neel advised clients across industries and worked with several large private equity funds on strategic diligence.
Neel is a graduate of the University of Michigan and Harvard Business School.
Nick has spent 20 years in M&A and corporate development with firms including Huron Capital, CCC Information Services, Ryan Enterprises Group, and Bear, Stearns & Co. He has a B.A. in Economics from the University of Michigan, and an M.B.A. with honors from the University of Chicago Booth School of Business.
Prior to joining the Greyrock Principals, from 2013 to 2015, Paul worked for Prostar Capital, an energy-focused private equity firm. In 2011 and 2012, he worked for GE Capital’s Energy Finance division. Paul has a degree in Economics and Philosophy from the University of Wisconsin.
David Acharya is a Partner at AGI Partners LLC, an alternative investment management firm that deploys capital in private equity investments and special situation opportunities from its funds. In 2014, AGI earned ACG NY’s Private Equity Firm of the Year and was a Deal of the Year Finalist. Mr. Acharya is a Board Member of Aura XM, Inc., a leading provider of experiential marketing solutions for global clients and a portfolio company of AGI Partners LLC. Prior to his private equity investing career, he spent 10 years as an investment banker in the highly ranked leveraged finance groups of JP Morgan Chase and Toronto Dominion Securities where he advised, structured and raised over $18 billion of capital for leading financial sponsors, media, telecom, consumer product and other various companies across the globe. He also advised clients on debt tender/consent transactions that affected over $4 billion in debt. Mr. Acharya is a Board Member of the ACG NY Chapter, the premier association in New York City for middle market deal making professionals. Also, he is a member of the Advisory Board of The Sport Source. Mr. Acharya holds B.S. and M.B.A. degrees, both conferred with honors, from St. John’s University.
Mr. Baum is the Managing Partner of Consumer Growth Partners (CGP), a private equity investment and advisory firm with an exclusive focus on specialty retail and branded consumer products companies. Prior to founding CGP in 2005, Mr. Baum spent more than fifteen years as a sell-side equity research analyst with Sanford Bernstein, Goldman Sachs and Credit Suisse where he was consistently ranked among the industry leaders in the annual Institutional Investor and Greenwich Associates polls. Mr. Baum led fifteen IPO and Secondary offerings for companies such as Abercrombie & Fitch, Build-A-Bear Workshop, Cabela’s, Fila, Gymboree, Life Time Fitness, Talbots, Urban Outfitters, Yankee Candle Company and Zale Corporation.
Mr. Baum serves as Chairman of the Board of Harris Originals, Inc. and as a Board Director for Vera Bradley, Inc. (NASDAQ: VRA). He is also a Board Member of ACG New York and RMS (formerly the Retail Marketing Society.) Mr. Baum earned a BA degree in economics from the University of Michigan where he graduated magna cum laude with Phi Beta Kappa honors and a JD degree from Harvard Law School.
Greg has thirty-five years of experience as an entrepreneur, management consultant, and investor.
As a startup executive at Staples and elsewhere, he helped launch and build companies in consumer products, business services, and entertainment.
At Bain & Co., McKinsey & Co., PwC, and EHS Partners, he advised corporate clients on matters of strategic and operational significance.
At Wells Fargo Private Bank and Caprock, he built private client practices and helped manage their investments.
Greg co-founded RLG Capital in 2013, an independent sponsor based in Park City, Utah. He, Mark Lisonbee and Mark Nelson have closed on over $250M of investment into 16 companies with 4 successful exits. He currently serves on the boards of Quantum IR Technologies, InterVision Systems, Blue360 Media, Anecare, and HealthyYOU Vending.
Greg has served in a variety of church, community, and civic capacities throughout his career. He was a Finance Committee Co-chair for Romney for President in 2008 and 2012, and currently serves on the boards of BYUtv, Progress Through Business, and the Wheatley Institution at BYU's Marriott School of Business.
Greg earned a BA from BYU and an MBA from Harvard Business School, where he was a LeBaron-McArthur-Ellis Fellow. Married for 36 years, he is the father of four children and two grandchildren.
Jeffrey B. Schwartz founded Corbel Capital Partners and serves as its Managing Partner. Jeff has over 20 years of experience as a veteran principal investor and financial services professional. Jeff has worked on investments representing over $1 billion of invested capital. In conjunction with those investments, Jeff has served as a director or observer on the boards of numerous public and private companies. Prior to founding Corbel, Jeff was a Managing Director at The Gores Group, responsible for leading the negotiation and execution of certain Gores acquisitions and divestitures in the U.S., primarily in the consumer products and retail industry sectors. While at Gores, Jeff led investments into and served on the board of directors of J. Mendel and Big Strike, while deploying over $150 million in capital. Prior to joining Gores, Jeff worked in the Private Equity Group of Ares Management in Los Angeles, where he completed numerous leveraged buyouts, distressed debt and structured equity investments. While at Ares, Jeff closed 6 platform acquisitions and served on the board of directors of General Nutrition Centers, Nortek, Samsonite, Stream Global Services, WCA Waste, White Energy and Tinnerman Palnut. Prior to joining Ares, Jeff was an investment banker at Lehman Brothers in the financial sponsors group, and prior to that he was in the mergers and acquisitions group at Wasserstein Perella & Co. Jeff earned his B.S. in Economics from the Wharton School of the University of Pennsylvania.
SR Capital Advisors is an independent sponsor of private equity investments with a focus on the media, telecommunications, health care and business services sectors. To learn more about SR Capital, please visit www.sr-capital.com.
Prior to co-founding SR Capital, Mr. Reinstadtler was Managing Director and Co-Head of TD Capital’s New York office. TD Capital was the $1.9B private equity arm of TD Bank Financial Group. Prior to joining TD Capital, Mr. Reinstadtler was a Director with TD Bank’s Communications Finance Group, which was one of the leading providers of senior debt to the media and telecommunications sectors.
Mr. Reinstadtler holds a Masters of Science from the MIT Sloan School of Management, and a Bachelor of Arts in Economics from the University of Michigan.
Mr. Reinstadtler currently serves on the Boards of Directors of J5 Infrastructure Partners, Digital Media Services Inc., BlueSpire Inc., Guidemark Health, Opus Connect, and the Advisory Board of the MIT Venture Capital/Private Equity Club.
Ryan Bell is a member of Barings Alternative Investments, a global real estate, private equity andreal assets platform. Ryan is part of the Funds & Co-Investments team and is responsible for originating and underwriting funds and co-investments for Real Assets. Ryan has worked in the industry since 1998 with experience as a private equity General Partner and Limited Partner investor in real assets as well as commercial & industrial categories. Prior to joining the firm in 2011, he was a Principal at Raven Capital Management LLC and a Director at Merrill Lynch & Co., Inc., where he invested in asset-based debt and equity securities, principally in real asset sectors. Prior to Merrill Lynch & Co., he was a Vice President at Capital Partners, Inc. Ryan holds a B.A. in Economics and History from Lafayette College and an M.B.A. from the Stern School of Business at New York University.
Mark is the Co-Founder of Clarendon Group in 1998, where he leads the sponsorship of investment opportunities and strategic advisory engagements for private equity and transportation, logistics and distribution focused clients. He has over 20 years’ experience as a principal investor, board member, executive, and management consultant focused on the transportation, logistics and distribution market space. Mark conceived RoadLink, an intermodal logistics consolidation vehicle, as Clarendon’s first investment and guided the investment as a RoadLink board member and served as CFO/SVP Finance & Acquisitions, Secretary/Treasurer and Chief Strategy Officer during his tenure. RoadLink organically doubled operating profit, tripled return on assets, and executed a successful sale to a leading private equity firm, resulting in a 35% IRR for Clarendon’s investment. Prior to Clarendon, Mark was a consultant in the Transportation & Logistics Management Consulting Practice of A.T. Kearney and supported the launch of Princeton Transportation Consulting Group, later acquired by Manhattan Associates. Mark received an MBA from Stanford Graduate School of Business where he was named an Arjay Miller Scholar. He received a BS in Operations Research and BA in Economics from Cornell University where he graduated with highest honors. Mark serves on the national board of the “I Have a Dream” Foundation, which empowers children of low-income communities across the U.S. to achieve a college education.
In his role, Mike is responsible for the deal sourcing activities at the firm. These activities include managing and establishing relationships with intermediaries, sponsors, and investment bankers. In addition, Mike is actively involved in negotiating new investments and managing existing portfolio companies. Prior to joining Stonehenge Partners in 2002, Mike was with The Huntington Capital Investment Company-Mezzanine Fund, where he was responsible for deal origination, due diligence, and structuring investments. Mike graduated from The Ohio State University with a B.S.B.A. in Finance. Mike received his M.B.A. with a concentration in finance from the Fisher College of Business at The Ohio State University.
Nicholas S. Russell is a partner at Tuckerman Capital (“Tuckerman”). Mr. Russell is responsible, together with his two partners, for all aspects of Tuckerman’s business including developing relationships with new deal partners (operating executives and independent sponsors), originating and executing investments, board level governance and strategic engagement with portfolio companies, and investor facing activities.
Prior to Tuckerman, Mr. Russell was a principal at North Star Advisors, an investment advisory firm where he advised private investors, worked with portfolio company boards and senior management teams, and executed investments in lower and middle-market companies. Before North Star, Mr. Russell was a member of the private equity practice at Oliver Wyman Group (previously known as Mercer Management Consulting).
Mr. Russell has or currently serves on the Boards of Directors of several Tuckerman investments and among other investments, led the firm’s successful fully exited investments in Orthofeet and Freedom Communication Technologies
Mr. Russell earned an MBA from the Tuck School of Business at Dartmouth College and is a graduate of Dartmouth College.
Scott Johnson is the founder and CEO of middle market private equity group SJ Partners, LLC (“SJP”). He is also Chairman of skincare company Osmotics LLC. The firm specializes in the acquisition of consumer and services companies with at least $2 million in EBITDA. SJP is distinguished by its operating focus; it partners with operators who are generally former Fortune 500 divisional or independent company CEOs such as the former head of Unilever North America. SJP has also been successful at growth by acquisition strategies. Its portfolio company Spectrio has grown more than tenfold under SJP’s ownership, driven by over fourteen add-on acquisitions. Scott previously was a securities analyst at Salomon Smith Barney and Merrill Lynch (Merrill team rated #2 on Wall Street, according to Institutional Investor). Scott complements his financial orientation with operating experience, having served as CFO of an in store advertising company. Scott is an Adjunct Professor at Columbia University, teaching at the business school. He also received his BA, MBA, and MIA (Masters of International Affairs) from Columbia.
Scott is the winner of the 2012 40 Under 40 East Region M&A Advisor Recognition Awards, SJ Partners was a winner of a 2012 Finance Monthly Global Award and a finalist for an ACG NY Champions Award. He is listed in the Marquis Who's Who of America and is a member of the Association for Corporate Growth, Business Executives for National Security and the Wings Club. He is an instrument, multiengine, and seaplane rated commercial pilot. He also enjoys running and dog sledding racing. He speaks fluent French.
David Mann is a Managing Partner of The Firefly Group, a holding company acquiring lower middle market businesses. In addition, David co-founded Spring Mill Venture Partners, a venture capital firm, in 2002. David is an adjunct faculty member at Indiana University, Kelley School of Business (Indianapolis). Previously, David worked with ServiceMaster Ventures and served as a founding member of the ServiceMaster Home Service Center, a joint venture between Kleiner Perkins and ServiceMaster. Earlier, he served as a summer associate with Invesco.
David began his career as an officer in the U.S. Navy, serving in the White House Liaison Office on the staff of the Secretary of the Navy, holding leadership positions on board a nuclear guided-missile cruiser, and working in information systems. David received his M.B.A. from Harvard Business School and B.S. from the U.S. Naval Academy. He currently serves on a number of corporate and non-profit boards including Dealers Wholesale, EOS Worldwide, Indiana Bond Bank, iTech Digital, and Senator Young’s U.S. Naval Academy Nomination Committee.
John Huhn brings a 25-year track record of success in private equity, entrepreneurism and strategic consulting to his leadership of Compass Group. Over the course of his career, he has been involved in more than 50 transactions representing over $1 billion in revenue.
Prior to founding Compass Group, John launched and led HBM Holdings, a family office focused on diversifying its core holdings. Earlier in his career, he served as Senior Vice President of Strategy & Corporate Development for Aegion (NASDAQ: AEGN), where he was responsible for corporate strategy, mergers & acquisitions, joint-ventures and strategic alliances. His earlier experience also includes serving as Managing Principal of an international consulting firm, where he provided strategic and organizational consulting to Global 1000 customers.
Nanette C. Heide practices corporate law in the area of transactions and general corporate counseling. Ms. Heide represents private equity and venture capital investors, multinational and domestic corporations (public and private) in a wide spectrum of corporate finance transactions, including private equity and venture capital investments, institutional private placements, cross-border transactions, debt and equity structuring transactions, mergers and acquisitions, reverse mergers, joint ventures and strategic alliances. She also has formed and structured private equity and hedge funds. She is Co-Chair of Duane Morris' Private Equity Group, Senior Advisory Partner to the firm's Fashion/Retail/Consumer Branded Products Group, and a member of the firm's Partners Board. In 2018 and 2019, Mergers & Acquisitions named Ms. Heide one of the Most Influential Women in Mid-Market M&A.
Ms. Heide serves as outside counsel for many mid-sized companies on issues of corporate governance, securities law compliance, general commercial transactions and disclosure issues. Her clients span a wide variety of industries, from fashion, retail and consumer products to cannabis, communications, media and Internet-based businesses.
Ms. Heide previously served as general counsel and chief financial officer of two technology companies. She is a graduate of Washington and Lee University School of Law, where she was editor in chief of Washington and Lee Law News, and is a graduate of West Virginia University.
Sylvie Gadant is a partner with the firm’s Private Equity Group and is the Transaction Advisory Services. She coordinates and leads buy-side and sell-side due diligence engagements for private equity firms and strategic buyers. Sylvie has advised clients on over 200 transactions valued between $5 million and $300 million, including platform investments, add-on acquisitions, leveraged recapitalizations, carve-outs, and minority investments. Her areas of expertise include analyzing an acquisition target’s quality of earnings, understanding key performance indicators, assessing working capital requirements, and identifying key deal issues and risk areas. She also provides her clients with guidance on accounting for mergers and acquisitions, and works with legal counsel on the drafting of purchase and sale agreements, focusing on purchase price adjustment mechanisms, and financial statement representations. Sylvie is a frequent speaker, panelist and moderator for various industry forums. Sylvie is a recipient of the 2013 M&A Advisor “40 Under 40” award. A French native, Sylvie earned a B.S. in Business Administration from the Graduate School of Business in Bordeaux, France. She is a Certified Public Accountant in the States of New York and New Jersey.
Claudine Cohen is a principal and leads CohnReznick’s Advisory Group’s Northeast Transactional Advisory Practice (TAS). With more than 25 years of business experience, Claudine has developed an expertise in providing transactional advisory services, serving as an adviser to public and private companies, both domestically and internationally. She works with private equity investors, family offices alternative investment funds, lenders, family offices and strategic investors.
Claudine’s specific advisory activities include: strategic advisory, quality of earnings analyses, identifying revenue sources and profitability drivers, examining operating cost structure and sustainability factors, investigating business models including cash flow and financial projections, reviewing quality and realization of assets and liabilities, identifying working capital requirements and negotiating positions, post-close working capital verification, and adjustment mechanisms. Claudine has advised on a number of different buy - and sell-side transactions, including standalone platforms; carve-out of business segments, product line, or facility; bankruptcy auction processes; mergers; and industry consolidations.
Claudine was named to Mergers and Acquisitions 2019 list of the most influential women in mid-market M&A, and Crains NY 2018 most notable women in consulting. She has authored several articles and Thought Leadership, The Deal and other publications focusing on buy and sell-side due diligence, working capital and purchase price allocation.
Thomas Kesoglou is the Office Managing Partner of Ice Miller's New York office, where he leads the firm’s Private Equity practice. Mr. Kesoglou represents private equity funds, mezzanine funds, SBICs, BDCs, family offices and independent sponsors providing strategic and legal advice in their investment strategies, including leveraged buyouts, mezzanine financings, growth capital transactions, early and late stage private equity investments and secondary transactions. Mr. Kesoglou also advises these investors in connection with the management of their portfolio companies, including acquisitions, dispositions, follow-on debt or equity investments, bridge loans, restructurings, recapitalizations, employment matters, stock plans and other general corporate matters.
Mr. Kesoglou serves as outside general corporate counsel to a number of privately held and emerging growth companies in connection with growth capital transactions, acquisitions and other general corporate matters. Mr. Kesoglou represents privately held companies in connection with the sale of their business to strategic or financial investors. He also represents large U.S. and foreign corporations in connection with their investment and M&A activities in the United States.
In addition to advising his clients, Mr. Kesoglou actively seeks transaction opportunities to refer to financial investors in order to facilitate introductions and transaction opportunities.Mr. Kesoglou is a frequent public speaker on corporate legal matters and has authored several articles published in leading magazines, including Buyouts, Financier Worldwide, and The Deal. He was named 2014 AM&AA Conference Chair of the Year and AM&AA Chapter Leader of the Year in January 2013 by the Alliance of Merger & Acquisition Advisors and was appointed as Chairman of its 2013 summer conference and 2014 winter conference.
Prior to joining Ice Miller, Mr. Kesoglou practiced in the private equity group at McCarter & English LLP and Goodwin Procter LLP in New York. Prior to becoming an attorney, Mr. Kesoglou worked as an investment banker in the Real Estate Finance and Securitization Group of CIBC World Markets in New York.
Steve Ronan is a principal and the leader of Citrin Cooperman’s Strategy & Business Transformation Practice. He is an experienced professional in the theory and execution of improving business value.
Steve has partnered with a range of companies, from the Fortune 100 to the middle-market, to develop and implement strategies that improve profitability, create scalable businesses, and strengthen customer relationships. His projects have created over $100M in value through top-line growth and bottom-line cost savings.
Steve brings a practical, holistic perspective to the topic of business improvement. His experience includes strategic planning, process improvement, and organizational transformation. His industry experience includes manufacturing, high-tech, hospitality, media and entertainment, franchising, life sciences, and financial services.
Steve believes the right technology is key to making value sustainable and advises his clients on incorporating the latest “digital” approaches to technology into their improvement plans.
Prior to Citrin Cooperman, Steve owned a boutique consulting firm and was a senior manager at Deloitte Consulting.
Ahmed Fattouh is the Founder and Chief Executive Officer of InterPrivate LLC, a private investment firm that invests on behalf of a consortium of family offices in partnership with industry specialized sponsors and operators.
Ahmed previously founded Landmark Value Investments, an asset management firm that managed funds dedicated to public and private equity strategies, tail risk management, and real assets. Over the course of 18 years, Ahmed served as Landmark’s CEO and Managing Member of the General Partner of Landmark Value Strategies, Landmark Activist Strategies, Landmark Credit Strategies, the Landmark Real Assets Fund, the Landmark Protection Fund, Globalist Value Strategies, and the Globalist MENA Fund.
Ahmed is a former member of the private equity group at Investcorp International and the M&A department of Morgan Stanley & Co. in New York. He has executed transactions involving industry leaders including RJR Nabisco, Mobil Corporation, Ampolex, IBM, Elf Atochem, Tivoli Systems, Eagle Industries, Amerace, Washington Energy, Puget Power, Synergy Gas, KKR, Saks Fifth Avenue, Werner Ladder, Falcon Building Products, LVMH, Bliss, Eastern Software, and Fidelity National. Ahmed has served as a director of Columbia Medical Products, the Del Grande Dealer Group, Massmedium, and Collective Sense.
Ahmed graduated Cum Laude from Georgetown University's School of Foreign Service where he studied International Economics. He lives in San Francisco with his wife, Elizabeth, and two children, Farrah and Ramsey.
David Stonehill is the Founding Partner of Rock Mountain Capital and is responsible for deal origination, transaction execution, portfolio management and overall management of the firm’s operations. Mr. Stonehill has over 20 years of experience in private equity focused on middle market investments, concentrating on the consumer goods and services, leisure/entertainment, and TMT sectors. Mr. Stonehill currently serves on the boards of Brand House, Array Marketing, Newport Academy and Luminex.
Prior to founding Rock Mountain Capital, Mr. Stonehill was a Partner and Managing Director at The Carlyle Group. While at Carlyle, David served as the Deputy Fund Head and a member of the Investment Committee for CEOF I and CEOF II, Carlyle’s funds focused on the North American middle market. Before joining Carlyle, David was an Executive Managing Director and the Head of U.S. Private Investments at Och-Ziff Capital Management. Previously, he was a Principal in the Private Equity Group at Blackstone and also worked at Chartwell Investments and Bain & Company.
Mr. Stonehill graduated from Harvard with a degree in Applied Math with Economics and earned his JD & MBA from Harvard, where he was a Baker Scholar.
Michael is a member of Fox’s Corporate practice. For more than 35 years, he has represented clients ranging from sole proprietorships to publicly held corporations in a wide variety of industries pursuing transactions including mergers, acquisitions, divestitures, joint ventures and commercial arrangements. With a particular focus on mergers and acquisitions, Michael has represented both buyers and sellers (strategic and financial) in many platform and add-on transactions. A former co-chair of the Firm’s Emerging Companies Practice Group, Michael also has advised a variety of early stage technology-oriented businesses on capital formation, where he has an extensive background handling private placements, venture capital transactions and public offerings.
He has acted as securities counsel for companies subject to the Securities Act of 1933 and the Securities Exchange Act of 1934. Michael often fills the role of an “outside general counsel” for early stage and middle market companies, providing advice on business formation, shareholders, partnership and operating agreements, as well as employment agreements and a wide range of commercial agreements, including licensing, supply and distribution agreements. Beyond Fox Rothschild, Michael currently serves on the Board of Trustees for the New Jersey Chapter of the Association for Corporate Growth (ACG), is chair of ACG-New Jersey at Princeton, and serves on the Board of Trustees for Save Ellis Island.
Carlos A. Catalan is a director and key player within Citrin Cooperman’s Strategy & Business Transformation Practice. He is leading the Robotic Process Automation and Finance Transformation Service Lines for Citrin Cooperman. He is an experienced professional in the field of finance and execution while focusing on areas of finance acceleration, financial reporting, and automation.
Chase Stuart is a partner in Ice Miller’s Business Group. He represents a variety of private equity funds, mezzanine funds, family offices and independent sponsors. He provides strategic and legal advice in their investment and general corporate strategies, including leveraged buyouts, mezzanine financings, growth capital transactions, early and late stage private equity investments, and secondary transactions. He also represents large U.S. and foreign corporations in connection with general corporation matters, including their investment and M&A activities. He has represented a variety of companies in sectors such as technology, manufacturing, health care services, firearms and defense, and aerospace industries.
Nanette C. Heide practices corporate law in the area of transactions and general corporate counseling. Ms. Heide represents private equity and venture capital investors, multinational and domestic corporations (public and private) in a wide spectrum of corporate finance transactions, including private equity and venture capital investments, institutional private placements, cross-border transactions, debt and equity structuring transactions, mergers and acquisitions, reverse mergers, joint ventures and strategic alliances. She also has formed and structured private equity and hedge funds. She is Co-Chair of Duane Morris' Private Equity Group, Senior Advisory Partner to the firm's Fashion/Retail/Consumer Branded Products Group, and a member of the firm's Partners Board. In 2018, 2019 and 2020, Mergers & Acquisitions named Ms. Heide one of the Most Influential Women in Mid-Market M&A.
Ms. Heide serves as outside counsel for many mid-sized companies on issues of corporate governance, securities law compliance, general commercial transactions and disclosure issues. Her clients span a wide variety of industries, from fashion, retail and consumer products to cannabis, communications, media and Internet-based businesses.
Ms. Heide previously served as general counsel and chief financial officer of two technology companies. She is a graduate of Washington and Lee University School of Law, where she was editor in chief of Washington and Lee Law News, and is a graduate of West Virginia University.
Peter Shelton is a partner with the firm’s Corporate & Securities Practice Group, and he is a member of the firm’s Private Equity Group and Transportation & Logistics Group. He focuses his practice on transactional and corporate work. Peter has significant experience in mergers, acquisitions and divestitures, as well as private debt and equity financings. In addition, he counsels clients with respect to general contract drafting and negotiation matters, joint ventures, partnership agreements, shareholder agreements and other day-to-day corporate matters.
Mr. Sangalis is Managing Director of ORIX USA’s Private Debt and Equity Capital Business Group and leads the ORIX Private Equity Solutions group for ORIX USA. He is also a past member of the ORIX USA Investment Committee. Mr. Sangalis has extensive experience in private equity and mezzanine asset classes and focuses predominantly on independent sponsor transactions and also works with funded equity sponsors, family offices, and directly with entrepreneurs and management teams. Throughout his career, Mr. Sangalis has invested in more than 100 initial and follow-on transactions totaling more than $1.5 billion in equity and junior capital.
Prior to joining ORIX USA, Mr. Sangalis was a founder and Managing Partner of Capital Point Partners, a middle-market mezzanine and private equity firm. Prior to forming Capital Point, Mr. Sangalis was a founder and Managing Partner of RSTW Partners and its predecessor entities. RSTW provided mezzanine and equity capital for middle-market companies and was the largest mezzanine investment firm in the United States at the time.
Mr. Sangalis has current or previous active involvement on more than 40 public and private company boards of directors. He is past President and board member of the Association for Corporate Growth Houston and two-term President and board member of the Houston Private Equity Association. Mr. Sangalis received a BS from the Indiana University Kelley School of Business, an MBA from the University of Wisconsin-Madison, and holds the Chartered Financial Analyst designation from the CFA Institute.
Michael is a member of Fox’s Corporate practice. For more than 35 years, he has represented clients ranging from sole proprietorships to publicly held corporations in a wide variety of industries pursuing transactions including mergers, acquisitions, divestitures, joint ventures and commercial arrangements. With a particular focus on mergers and acquisitions, Michael has represented both buyers and sellers (strategic and financial) in many platform and add-on transactions.
A former co-chair of the Firm’s Emerging Companies Practice Group, Michael also has advised a variety of early stage technology-oriented businesses on capital formation, where he has an extensive background handling private placements, venture capital transactions and public offerings. He has acted as securities counsel for companies subject to the Securities Act of 1933 and the Securities Exchange Act of 1934. Michael often fills the role of an “outside general counsel” for early stage and middle market companies, providing advice on business formation, shareholders, partnership and operating agreements, as well as employment agreements and a wide range of commercial agreements, including licensing, supply and distribution agreements.
Ms. Kopko is the Founder and Managing Partner of Artemis Capital, where she partners with Sponsors (Independent and Fund Sponsors) and companies on capital formation, strategic advisory and general marketing strategies. Ms. Kopko has over 30 years of experience in capital formation, marketing, investor relations, and product structuring with a focus on private equity, venture capital and private credit, Lenore has raised institutional assets, ran go-to market capital raising programs across assets classes and managed client relationships to support business growth.
Prior to Artemis, Lenore ran global business development, capital formation and direct investments at Virgo Investment Group, a private equity firm. Prior to that, she marketed private equity and hedge fund portfolios and managed over $7B in illiquid assets at JP Morgan. Prior to JP Morgan, she was the Chief Portfolio Strategist at CQS, a $12B in AUM structured credit, distressed and direct lending firm, where she raised capital from global institutional investors. Ms. Kopko has over 30 years’ experience in the alternative investment arena serving as both an expert within capital formation and as an advisor to families on their alternative investments.
Ms. Kopko is a graduate of Brown University and is active in alumni affairs. She is Series 7 and 63 registered. Ms. Kopko lives in New York City with her husband, son and dog Mac.
Claudine Cohen is a principal and leads CohnReznick’s Advisory Group’s Northeast Transactional Advisory Practice (TAS). With more than 25 years of business experience, Claudine has developed an expertise in providing transactional advisory services, serving as an adviser to public and private companies, both domestically and internationally. She works with private equity investors, family offices alternative investment funds, lenders, family offices and strategic investors.
Claudine’s specific advisory activities include: strategic advisory, quality of earnings analyses, identifying revenue sources and profitability drivers, examining operating cost structure and sustainability factors, investigating business models including cash flow and financial projections, reviewing quality and realization of assets and liabilities, identifying working capital requirements and negotiating positions, post-close working capital verification, and adjustment mechanisms. Claudine has advised on a number of different buy - and sell-side transactions, including standalone platforms; carve-out of business segments, product line, or facility; bankruptcy auction processes; mergers; and industry consolidations.
Claudine was named to Mergers and Acquisitions 2019 list of the most influential women in mid-market M&A, and Crains NY 2018 most notable women in consulting. She has authored several articles and Thought Leadership, The Deal and other publications focusing on buy and sell-side due diligence, working capital and purchase price allocation.
Claudine Cohen is a principal and leads CohnReznick’s Advisory Group’s Northeast Transactional Advisory Practice (TAS). With more than 25 years of business experience, Claudine has developed an expertise in providing transactional advisory services, serving as an adviser to public and private companies, both domestically and internationally. She works with private equity investors, family offices alternative investment funds, lenders, family offices and strategic investors.
Claudine’s specific advisory activities include: strategic advisory, quality of earnings analyses, identifying revenue sources and profitability drivers, examining operating cost structure and sustainability factors, investigating business models including cash flow and financial projections, reviewing quality and realization of assets and liabilities, identifying working capital requirements and negotiating positions, post-close working capital verification, and adjustment mechanisms. Claudine has advised on a number of different buy - and sell-side transactions, including standalone platforms; carve-out of business segments, product line, or facility; bankruptcy auction processes; mergers; and industry consolidations.
Claudine was named to Mergers and Acquisitions 2019 list of the most influential women in mid-market M&A, and Crains NY 2018 most notable women in consulting. She has authored several articles and Thought Leadership, The Deal and other publications focusing on buy and sell-side due diligence, working capital and purchase price allocation.
Stay up to date on the latest events, news and conference announcements.
