Croft & Bender
Industry: Company
DescriptionFounded: 1996 Subsidiary: Croft & Bender, LP, Asset Management Arm
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Croft & Bender Employees
Employee
Years
Job
Industry
Chas Smithgall Chas Smithgall's Croft & Bender Experience 2003 - 2005
Job Chief Executive Officer at SEI/Aaron's, Inc.
Industry Retail
Experience
SEI/Aaron's, Inc. January 2015 - Present
SEI/Aaron's, Inc. May 2008 - Present
AIG Investments 2005 - 2008
Croft & Bender 2003 - 2005
Skills
Management, Sales, Team Building, Retail, Customer Service, Recruiting, Leadership, Strategic Planning, Inventory Management, Sales Management
Education
Harvard Business School 2008 — 2010
MBA
University of Virginia 1999 — 2003
BS, Commerce
SEI/Aaron's, Inc. January 2015 - Present
SEI/Aaron's, Inc. May 2008 - Present
AIG Investments 2005 - 2008
Croft & Bender 2003 - 2005
Skills
Management, Sales, Team Building, Retail, Customer Service, Recruiting, Leadership, Strategic Planning, Inventory Management, Sales Management
Education
Harvard Business School 2008 — 2010
MBA
University of Virginia 1999 — 2003
BS, Commerce
Andrew Scharf, CPA Andrew Scharf, CPA's Croft & Bender Experience August 2014 - Present
Job Investment Banking Analyst at Croft & Bender
Industry Investment Banking
Experience
Croft & Bender August 2014 - Present
PwC September 2012 - July 2014
State of Louisiana September 2011 - May 2012
PwC June 2011 - August 2011
Tulane University May 2010 - May 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Financial Reporting, Access, PowerPoint, Financial Accounting, Research, Accounting, Financial Modeling, Active Directory, Desktop Support, Microsoft Word, Customer Service, Finance, Auditing, Corporate Finance, Data Analysis, Valuation, Analysis, Investment Banking
Education
Tulane University 2007 — 2011
Bachelor of Science in Management, Finance
Tulane University - A.B. Freeman School of Business 2007 — 2011
Master of Accounting, Accounting
Croft & Bender August 2014 - Present
PwC September 2012 - July 2014
State of Louisiana September 2011 - May 2012
PwC June 2011 - August 2011
Tulane University May 2010 - May 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Financial Reporting, Access, PowerPoint, Financial Accounting, Research, Accounting, Financial Modeling, Active Directory, Desktop Support, Microsoft Word, Customer Service, Finance, Auditing, Corporate Finance, Data Analysis, Valuation, Analysis, Investment Banking
Education
Tulane University 2007 — 2011
Bachelor of Science in Management, Finance
Tulane University - A.B. Freeman School of Business 2007 — 2011
Master of Accounting, Accounting
Kyle Finegan Kyle Finegan's Croft & Bender Experience May 2011 - July 2012
Job Associate, J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Croft & Bender May 2011 - July 2012
Croft & Bender June 2010 - May 2011
Croft & Bender July 2008 - June 2010
J.P. Turner & Company, LLC June 2007 - August 2007
Smith Barney May 2006 - August 2006
Skills
Investment Banking, Valuation, Private Equity, Venture Capital, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Valuation, Due Diligence
Education
Emory University - Goizueta Business School 2012 — 2014
MBA
The University of Georgia 2004 — 2008
Finance, Spanish, Leadership Certificate
Centennial High School 2000 — 2004
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Croft & Bender May 2011 - July 2012
Croft & Bender June 2010 - May 2011
Croft & Bender July 2008 - June 2010
J.P. Turner & Company, LLC June 2007 - August 2007
Smith Barney May 2006 - August 2006
Skills
Investment Banking, Valuation, Private Equity, Venture Capital, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Valuation, Due Diligence
Education
Emory University - Goizueta Business School 2012 — 2014
MBA
The University of Georgia 2004 — 2008
Finance, Spanish, Leadership Certificate
Centennial High School 2000 — 2004
Robert Murphy's Croft & Bender Experience March 2014 - July 2015
Job Executive Decision Support at PrimeRevenue
Industry Investment Banking
Experience
PrimeRevenue July 2015 - Present
Croft & Bender March 2014 - July 2015
SunTrust Robinson Humphrey June 2012 - March 2014
Goldman Sachs June 2011 - August 2011
The Royal Bank of Scotland April 2006 - June 2010
Citi April 2004 - April 2006
Skills
Financial Modeling, Financial Services, Investment Banking, Mergers, Valuation, Capital Markets, Due Diligence, Bloomberg, Private Equity, Mergers & Acquisitions, Mergers, Corporate Finance, Strategy, Financial Analysis, Investments, Mutual Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration
University of Georgia - Terry College of Business 2000 — 2003
BBA, Banking and Finance
The Westminster Schools 1986 — 1999
PrimeRevenue July 2015 - Present
Croft & Bender March 2014 - July 2015
SunTrust Robinson Humphrey June 2012 - March 2014
Goldman Sachs June 2011 - August 2011
The Royal Bank of Scotland April 2006 - June 2010
Citi April 2004 - April 2006
Skills
Financial Modeling, Financial Services, Investment Banking, Mergers, Valuation, Capital Markets, Due Diligence, Bloomberg, Private Equity, Mergers & Acquisitions, Mergers, Corporate Finance, Strategy, Financial Analysis, Investments, Mutual Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration
University of Georgia - Terry College of Business 2000 — 2003
BBA, Banking and Finance
The Westminster Schools 1986 — 1999
Alex Bosse's Croft & Bender Experience August 2014 - August 2014
Job Rising Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - July 2015
Croft & Bender August 2014 - August 2014
Frisch Capital Partners, LLC May 2014 - July 2014
Merrill Lynch May 2013 - May 2014
Webb Lacrosse Camp July 2011 - August 2013
Skills
Financial Modeling, Salesforce.com, Asset Management, Market Analysis, Equity Research, Leadership, Computers, People-oriented, S&P CapitalIQ, IBIS World, Morningstar Office, Highly detail oriented, Negotiation, Customer Service
Education
The University of Georgia 2012 — 2016
Finance, Cumulative GPA: 4.0 / 4.0
Wall Street Prep 2013 — 2014
Financial Valuation and Modeling, Mergers & Acquisitions and Leveraged Buyout Modeling
Webb School of Knoxville 2008 — 2012
J.P. Morgan June 2015 - July 2015
Croft & Bender August 2014 - August 2014
Frisch Capital Partners, LLC May 2014 - July 2014
Merrill Lynch May 2013 - May 2014
Webb Lacrosse Camp July 2011 - August 2013
Skills
Financial Modeling, Salesforce.com, Asset Management, Market Analysis, Equity Research, Leadership, Computers, People-oriented, S&P CapitalIQ, IBIS World, Morningstar Office, Highly detail oriented, Negotiation, Customer Service
Education
The University of Georgia 2012 — 2016
Finance, Cumulative GPA: 4.0 / 4.0
Wall Street Prep 2013 — 2014
Financial Valuation and Modeling, Mergers & Acquisitions and Leveraged Buyout Modeling
Webb School of Knoxville 2008 — 2012
Peter Hurley Peter Hurley's Croft & Bender Experience July 2013 - January 2015
Job Investment Banking Analyst at Citigroup
Industry Banking
Experience
Citigroup January 2015 - Present
Croft & Bender July 2013 - January 2015
PwC June 2012 - August 2012
Frisch Capital Partners, LLC August 2011 - April 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Corporate Finance, Economics, PowerPoint, Microsoft Office, Access, Investment Banking, Microsoft Word, Leadership
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Science, Finance
University of New Haven - Barcelona, Spain 2011 — 2011
International Marketing
Citigroup January 2015 - Present
Croft & Bender July 2013 - January 2015
PwC June 2012 - August 2012
Frisch Capital Partners, LLC August 2011 - April 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Corporate Finance, Economics, PowerPoint, Microsoft Office, Access, Investment Banking, Microsoft Word, Leadership
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Science, Finance
University of New Haven - Barcelona, Spain 2011 — 2011
International Marketing
Erin MacEachern Erin MacEachern's Croft & Bender Experience June 2012 - April 2014
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
Croft & Bender June 2012 - April 2014
Sandler O'Neill 2011 - June 2012
Price Waterhouse Coopers 2009 - 2011
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Mergers, IPO, Financial Institutions, Accounting, Corporate Finance, Business Valuation, Capital Markets, Private Equity
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Accounting, Music
SunTrust Robinson Humphrey April 2014 - Present
Croft & Bender June 2012 - April 2014
Sandler O'Neill 2011 - June 2012
Price Waterhouse Coopers 2009 - 2011
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Mergers, IPO, Financial Institutions, Accounting, Corporate Finance, Business Valuation, Capital Markets, Private Equity
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Accounting, Music
Nathan Barbour Nathan Barbour's Croft & Bender Experience 2001 - 2013
Job Vice President, Corporate Development at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health June 2013 - Present
Croft & Bender 2001 - 2013
SunTrust Robinson Humphrey 2000 - 2001
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Venture Capital, Financial Advisory, Valuation, LBO, Corporate Finance, Financial Analysis, Financial Modeling, Mergers, M&A experience, Due Diligence, Corporate Development, Business Valuation, Acquisition Integration
Education
Harvard Business School 2005 — 2007
Masters, Business Administration
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration
Evolent Health June 2013 - Present
Croft & Bender 2001 - 2013
SunTrust Robinson Humphrey 2000 - 2001
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Venture Capital, Financial Advisory, Valuation, LBO, Corporate Finance, Financial Analysis, Financial Modeling, Mergers, M&A experience, Due Diligence, Corporate Development, Business Valuation, Acquisition Integration
Education
Harvard Business School 2005 — 2007
Masters, Business Administration
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration
Hronyetz Donna Hronyetz Donna's Croft & Bender Experience May 2007 - May 2013
Job Highly Accomplished Executive Assistant and Administrative Assistant
Industry Investment Banking
Experience
Croft & Bender May 2007 - May 2013
Kendall Healthcare September 1993 - April 2007
AT&T June 1978 - December 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Cyborg, Typing
Education
St. Louis Community College
Associates Degree, Business Administration and Management, General
Croft & Bender May 2007 - May 2013
Kendall Healthcare September 1993 - April 2007
AT&T June 1978 - December 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Cyborg, Typing
Education
St. Louis Community College
Associates Degree, Business Administration and Management, General
Andrew Allred Andrew Allred's Croft & Bender Experience July 2013 - June 2015
Job Analyst at Jamestown
Industry Real Estate
Experience
Jamestown July 2015 - Present
Croft & Bender July 2013 - June 2015
University of Georgia August 2011 - May 2013
Sherman & Company May 2012 - July 2012
Skills
SNL, Microsoft Excel, PowerPoint, Public Speaking, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Strategy, Budgets, Capital IQ, Valuation, Financial Analysis
Education
University of Georgia - Terry College of Business 2009 — 2013
Banking and Finance
Jamestown July 2015 - Present
Croft & Bender July 2013 - June 2015
University of Georgia August 2011 - May 2013
Sherman & Company May 2012 - July 2012
Skills
SNL, Microsoft Excel, PowerPoint, Public Speaking, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Strategy, Budgets, Capital IQ, Valuation, Financial Analysis
Education
University of Georgia - Terry College of Business 2009 — 2013
Banking and Finance
Hope Lewis's Croft & Bender Experience July 2014 - February 2015
Job M&A at Milliken & Company
Industry Textiles
Experience
Milliken & Company March 2015 - Present
Croft & Bender July 2014 - February 2015
Raymond James & Associates, Inc July 2011 - June 2014
Conway, Del Genio, Gries & Co., LLC May 2010 - August 2010
Convergys June 2009 - August 2009
The Wornick Company June 2008 - August 2008
Skills
Corporate Finance, Investment Banking, Accounting, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Equities, Managerial Finance, Due Diligence, Mergers & Acquisitions, PowerPoint, Mergers, M&A experience, Leadership, IPO, Microsoft Excel, Credit Analysis, Underwriting, Strategic Planning, Debt, Corporate Development, Venture Capital, Microsoft Office, LBO
Education
Clemson University 2009 — 2011
Bachelor of Science, Financial Management (emphasis: Corporate Finance), minor in Accounting
Emory University - Goizueta Business School 2007 — 2009
Business
Indian Hill High School 2003 — 2007
Diploma with Honors
Milliken & Company March 2015 - Present
Croft & Bender July 2014 - February 2015
Raymond James & Associates, Inc July 2011 - June 2014
Conway, Del Genio, Gries & Co., LLC May 2010 - August 2010
Convergys June 2009 - August 2009
The Wornick Company June 2008 - August 2008
Skills
Corporate Finance, Investment Banking, Accounting, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Equities, Managerial Finance, Due Diligence, Mergers & Acquisitions, PowerPoint, Mergers, M&A experience, Leadership, IPO, Microsoft Excel, Credit Analysis, Underwriting, Strategic Planning, Debt, Corporate Development, Venture Capital, Microsoft Office, LBO
Education
Clemson University 2009 — 2011
Bachelor of Science, Financial Management (emphasis: Corporate Finance), minor in Accounting
Emory University - Goizueta Business School 2007 — 2009
Business
Indian Hill High School 2003 — 2007
Diploma with Honors
Jacob M. (Jake) Kinsley Jacob M. (Jake) Kinsley's Croft & Bender Experience July 2015 - Present
Job Investment Banking Analyst at Croft & Bender
Industry Sports
Experience
Croft & Bender July 2015 - Present
Furman University 2011 - Present
Major League Baseball May 2014 - August 2014
Impressions ABA Inc. May 2013 - August 2013
New York Lizards of Major League Lacrosse May 2013 - August 2013
Skills
Sports Marketing
Education
Furman University 2011 — 2015
Bachelor of Arts (B.A.), Chinese Language and Culture and Business Administration
Regis High School 2007 — 2011
Croft & Bender July 2015 - Present
Furman University 2011 - Present
Major League Baseball May 2014 - August 2014
Impressions ABA Inc. May 2013 - August 2013
New York Lizards of Major League Lacrosse May 2013 - August 2013
Skills
Sports Marketing
Education
Furman University 2011 — 2015
Bachelor of Arts (B.A.), Chinese Language and Culture and Business Administration
Regis High School 2007 — 2011
Christopher Schatzman Christopher Schatzman's Croft & Bender Experience July 2015 - Present
Job Investment Banking Analyst at Croft & Bender
Industry Investment Banking
Experience
Croft & Bender July 2015 - Present
KPMG US October 2014 - June 2015
KPMG US September 2012 - September 2014
Office of Senator Johnny Isakson, U.S. Senate May 2011 - August 2011
Skills
Strategy, Management Consulting, Leadership, Finance, Finance Transformation, IPO Readiness, Project Management, Healthcare Consulting, Insurance, Public Speaking, Financial Analysis, Data Analysis, Risk Management, Research, Financial Modeling, Microsoft Excel, Strategic Planning, Microsoft Office, Project Planning, SOX 404
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Risk Management and Insurance
Croft & Bender July 2015 - Present
KPMG US October 2014 - June 2015
KPMG US September 2012 - September 2014
Office of Senator Johnny Isakson, U.S. Senate May 2011 - August 2011
Skills
Strategy, Management Consulting, Leadership, Finance, Finance Transformation, IPO Readiness, Project Management, Healthcare Consulting, Insurance, Public Speaking, Financial Analysis, Data Analysis, Risk Management, Research, Financial Modeling, Microsoft Excel, Strategic Planning, Microsoft Office, Project Planning, SOX 404
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Risk Management and Insurance
Joe Nourollahi's Croft & Bender Experience January 2006 - February 2008
Job Senior Director of Finance | Atlanta, GA
Industry Financial Services
Experience
Air Serv Corporation October 2014 - Present
Superior Essex June 2011 - October 2014
Goldman Sachs March 2008 - March 2011
Croft & Bender January 2006 - February 2008
Skills
Capital IQ, Microsoft Excel, Financial Modeling, Acquisitions, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Private Equity, Finance, Strategy, Investments, Business Strategy, Analysis, Management
Education
The University of Georgia 2003 — 2005
B.B.A., Finance, Spanish
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2003
B.S., Economics
Air Serv Corporation October 2014 - Present
Superior Essex June 2011 - October 2014
Goldman Sachs March 2008 - March 2011
Croft & Bender January 2006 - February 2008
Skills
Capital IQ, Microsoft Excel, Financial Modeling, Acquisitions, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Private Equity, Finance, Strategy, Investments, Business Strategy, Analysis, Management
Education
The University of Georgia 2003 — 2005
B.B.A., Finance, Spanish
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2003
B.S., Economics
Bradley Shoger Bradley Shoger's Croft & Bender Experience February 2015 - Present
Job Investment Banking Analyst at Croft & Bender
Industry Investment Banking
Experience
Croft & Bender February 2015 - Present
Duff & Phelps September 2014 - January 2015
Duff & Phelps July 2012 - August 2014
Ohio State Evans Scholars January 2011 - February 2012
Ohio State Men's Club Lacrosse December 2010 - January 2012
Exel Logistics June 2011 - November 2011
Mayfield Country Club May 2006 - September 2010
Skills
Business Valuation, Financial Modeling, Intangible Assets, Impairment Testing, Financial Statement..., Financial Analysis, Valuation, Budgets, Finance, Analysis, Strategic Financial..., Management
Education
The Ohio State University Fisher College of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance Specialization
The Ohio State University
Bachelor of Science (B.S.), Finance, General
Croft & Bender February 2015 - Present
Duff & Phelps September 2014 - January 2015
Duff & Phelps July 2012 - August 2014
Ohio State Evans Scholars January 2011 - February 2012
Ohio State Men's Club Lacrosse December 2010 - January 2012
Exel Logistics June 2011 - November 2011
Mayfield Country Club May 2006 - September 2010
Skills
Business Valuation, Financial Modeling, Intangible Assets, Impairment Testing, Financial Statement..., Financial Analysis, Valuation, Budgets, Finance, Analysis, Strategic Financial..., Management
Education
The Ohio State University Fisher College of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance Specialization
The Ohio State University
Bachelor of Science (B.S.), Finance, General
Neale Fisher Neale Fisher's Croft & Bender Experience February 2010 - Present
Job Director at Croft & Bender
Industry Investment Banking
Experience
Croft & Bender February 2010 - Present
Brookwood Hills Community Club January 2014 - Present
Fernbank Museum of Natural History November 2012 - Present
The Westminster Schools July 2010 - Present
Brookwood Hills Community Club January 2013 - December 2013
William Blair and Company December 2009 - March 2010
William Blair and Company July 2006 - December 2009
American Express January 2003 - June 2004
American Express June 2001 - December 2002
Mitchell Madison Group October 1999 - May 2001
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance and Accounting
Georgetown University 1995 — 1999
BA, Economics
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Economics History
Westminster
Croft & Bender February 2010 - Present
Brookwood Hills Community Club January 2014 - Present
Fernbank Museum of Natural History November 2012 - Present
The Westminster Schools July 2010 - Present
Brookwood Hills Community Club January 2013 - December 2013
William Blair and Company December 2009 - March 2010
William Blair and Company July 2006 - December 2009
American Express January 2003 - June 2004
American Express June 2001 - December 2002
Mitchell Madison Group October 1999 - May 2001
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance and Accounting
Georgetown University 1995 — 1999
BA, Economics
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Economics History
Westminster
James Proffitt James Proffitt's Croft & Bender Experience July 2012 - May 2014
Job Analyst at Amstar Group Real Estate Private Equity
Industry Commercial Real Estate
Experience
Amstar Group June 2014 - Present
Croft & Bender July 2012 - May 2014
Wells Fargo June 2011 - August 2011
Skills
Private Equity, Financial Modeling, Corporate Finance, Investment Banking, Valuation, Strategy, Investments, Capital, Mutual Funds, Mergers & Acquisitions, Executive Management, LBO, Venture Capital
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Amstar Group June 2014 - Present
Croft & Bender July 2012 - May 2014
Wells Fargo June 2011 - August 2011
Skills
Private Equity, Financial Modeling, Corporate Finance, Investment Banking, Valuation, Strategy, Investments, Capital, Mutual Funds, Mergers & Acquisitions, Executive Management, LBO, Venture Capital
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Jay Wuellner Jay Wuellner's Croft & Bender Experience July 2005 - June 2007
Job Managing Director, Finance at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health August 2015 - Present
Evolent Health November 2013 - July 2015
Care Services, LLC March 2013 - October 2013
McKesson June 2012 - August 2012
Council Capital December 2011 - May 2012
Healthcare Solutions, Inc. July 2007 - July 2011
Croft & Bender July 2005 - June 2007
A.G. Edwards & Sons, Inc. January 2004 - June 2005
Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Accounting, Investment Banking, Financial Analysis, Corporate Finance, Capital Markets, Portfolio Management, Analysis
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA, Health Sector Management, Entrepreneurship & Innovation, Finance
University of Kentucky - Gatton College of Business & Economics 2001 — 2003
BSBA, Finance, International Business
Evolent Health August 2015 - Present
Evolent Health November 2013 - July 2015
Care Services, LLC March 2013 - October 2013
McKesson June 2012 - August 2012
Council Capital December 2011 - May 2012
Healthcare Solutions, Inc. July 2007 - July 2011
Croft & Bender July 2005 - June 2007
A.G. Edwards & Sons, Inc. January 2004 - June 2005
Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Accounting, Investment Banking, Financial Analysis, Corporate Finance, Capital Markets, Portfolio Management, Analysis
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA, Health Sector Management, Entrepreneurship & Innovation, Finance
University of Kentucky - Gatton College of Business & Economics 2001 — 2003
BSBA, Finance, International Business
Kevin Janflone Kevin Janflone's Croft & Bender Experience February 2007 - April 2009
Job VP, Financial Planning & Analysis at MedAssets
Industry Hospital & Health Care
Experience
MedAssets February 2014 - Present
MedAssets February 2013 - January 2014
MedAssets February 2012 - January 2013
MedAssets February 2011 - January 2012
MedAssets May 2009 - January 2011
Croft & Bender February 2007 - April 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Forecasting, Due Diligence, Investment Banking, Cash Flow Forecasting, Financial Reporting, Acquisition Integration, Pricing Analysis, Performance Measurement, Performance Dashboards, Cross-functional Team..., Strategic Financial..., Financial Analysis, Business Process..., Competitive Analysis, Revenue Recognition, Finance, Venture Capital
Education
Emory University - Goizueta Business School 2003 — 2006
BBA, Finance
MedAssets February 2014 - Present
MedAssets February 2013 - January 2014
MedAssets February 2012 - January 2013
MedAssets February 2011 - January 2012
MedAssets May 2009 - January 2011
Croft & Bender February 2007 - April 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Forecasting, Due Diligence, Investment Banking, Cash Flow Forecasting, Financial Reporting, Acquisition Integration, Pricing Analysis, Performance Measurement, Performance Dashboards, Cross-functional Team..., Strategic Financial..., Financial Analysis, Business Process..., Competitive Analysis, Revenue Recognition, Finance, Venture Capital
Education
Emory University - Goizueta Business School 2003 — 2006
BBA, Finance
Ryan Dunn Ryan Dunn's Croft & Bender Experience July 2009 - June 2012
Job Senior Associate at TZP Group
Industry Venture Capital & Private Equity
Experience
TZP Group July 2012 - Present
Croft & Bender July 2009 - June 2012
Cannon Financial Strategists, Inc. July 2008 - January 2009
Skills
Private Equity, Investment Banking, Financial Modeling, Due Diligence, LBO, Valuation, Financial Analysis, Venture Capital, Financial Services, Finance, Business Valuation, Mergers & Acquisitions, Wealth Management, Capital IQ
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
University of Oxford 2007 — 2007
Milton High School 2001 — 2005
TZP Group July 2012 - Present
Croft & Bender July 2009 - June 2012
Cannon Financial Strategists, Inc. July 2008 - January 2009
Skills
Private Equity, Investment Banking, Financial Modeling, Due Diligence, LBO, Valuation, Financial Analysis, Venture Capital, Financial Services, Finance, Business Valuation, Mergers & Acquisitions, Wealth Management, Capital IQ
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
University of Oxford 2007 — 2007
Milton High School 2001 — 2005
William Seibels's Croft & Bender Experience June 2002 - June 2004
Job Chief Financial Officer at change:healthcare, inc
Industry Hospital & Health Care
Experience
Change Healthcare Corporation May 2012 - Present
Onlife Health May 2010 - May 2012
Onlife Health November 2009 - May 2010
Guardian Home Care Holdings April 2008 - October 2009
Guardian Home Care Holdings June 2006 - April 2008
Croft & Bender June 2002 - June 2004
First Union Securities June 2000 - May 2002
Skills
Corporate Development, Financial Management, Strategic Planning, Investment Banking, Operations Management, Raising Venture Capital, Venture Capital, Managerial Finance, Mergers & Acquisitions, Healthcare, Management, Leadership, Financial Analysis, Strategy, Finance, Process Improvement, Executive Management, Forecasting, Business Planning, Financial Modeling, Business Strategy, Entrepreneurship, Cross-functional Team..., Pricing, Analysis, Analytics, Start-ups
Education
Harvard Business School 2004 — 2006
University of Mississippi 1995 — 2000
BBA, Business & English
Change Healthcare Corporation May 2012 - Present
Onlife Health May 2010 - May 2012
Onlife Health November 2009 - May 2010
Guardian Home Care Holdings April 2008 - October 2009
Guardian Home Care Holdings June 2006 - April 2008
Croft & Bender June 2002 - June 2004
First Union Securities June 2000 - May 2002
Skills
Corporate Development, Financial Management, Strategic Planning, Investment Banking, Operations Management, Raising Venture Capital, Venture Capital, Managerial Finance, Mergers & Acquisitions, Healthcare, Management, Leadership, Financial Analysis, Strategy, Finance, Process Improvement, Executive Management, Forecasting, Business Planning, Financial Modeling, Business Strategy, Entrepreneurship, Cross-functional Team..., Pricing, Analysis, Analytics, Start-ups
Education
Harvard Business School 2004 — 2006
University of Mississippi 1995 — 2000
BBA, Business & English
Ryan Leach's Croft & Bender Experience 2005 - 2008
Job Associate at MSouth Equity Partners
Industry Venture Capital & Private Equity
Experience
MSouth Equity Partners August 2008 - Present
Croft & Bender 2005 - 2008
Education
University of Georgia - Terry College of Business 2001 — 2004
BBA, Finance
MSouth Equity Partners August 2008 - Present
Croft & Bender 2005 - 2008
Education
University of Georgia - Terry College of Business 2001 — 2004
BBA, Finance
Kyle Schickner's Croft & Bender Experience August 2008 - Present
Job Vice President at Croft & Bender
Industry Investment Banking
Experience
Croft & Bender August 2008 - Present
RBC Capital Markets July 2007 - July 2008
Marsh May 2006 - August 2006
Skills
Valuation, Private Equity, Mergers & Acquisitions, Strategy, Finance, Investments, Financial Services, Capital, Executive Management, Investment Banking, Capital Raising, Financial Modeling, LBO, Financial Risk, Corporate Finance
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration, Finance
Croft & Bender August 2008 - Present
RBC Capital Markets July 2007 - July 2008
Marsh May 2006 - August 2006
Skills
Valuation, Private Equity, Mergers & Acquisitions, Strategy, Finance, Investments, Financial Services, Capital, Executive Management, Investment Banking, Capital Raising, Financial Modeling, LBO, Financial Risk, Corporate Finance
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration, Finance
Robert Raybon's Croft & Bender Experience November 2006 - December 2009
Job Investment Banking / Private Equity
Industry Investment Banking
Experience
AIMTrac March 2012 - February 2015
Conifer Advisors, LLC (Private Equity Fund affiliated with Southeast Asset Advisors, LLC) January 2010 - March 2012
Croft & Bender November 2006 - December 2009
Citigroup January 2004 - October 2006
Education
The Citadel 1999 — 2003
B.S., Business Administration
AIMTrac March 2012 - February 2015
Conifer Advisors, LLC (Private Equity Fund affiliated with Southeast Asset Advisors, LLC) January 2010 - March 2012
Croft & Bender November 2006 - December 2009
Citigroup January 2004 - October 2006
Education
The Citadel 1999 — 2003
B.S., Business Administration
Daniel Lowenthal's Croft & Bender Experience September 2014 - June 2015
Job Associate at Croft & Bender
Industry Financial Services
Experience
Croft & Bender September 2014 - June 2015
Croft & Bender May 2012 - September 2014
Georgia Oak Partners, LLC. October 2011 - May 2012
Macquarie Capital (USA) Inc. 2010 - October 2011
Houlihan Lokey June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Corporate Finance
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2006 — 2010
BS, Finance
Pace Academy 1998 — 2006
Croft & Bender September 2014 - June 2015
Croft & Bender May 2012 - September 2014
Georgia Oak Partners, LLC. October 2011 - May 2012
Macquarie Capital (USA) Inc. 2010 - October 2011
Houlihan Lokey June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Corporate Finance
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2006 — 2010
BS, Finance
Pace Academy 1998 — 2006
Lynnann Gallivan's Croft & Bender Experience May 2013 - Present
Job Executive Assistant at Croft & Bender
Industry Investment Banking
Experience
Croft & Bender May 2013 - Present
Roswell Telemetry LLC July 2009 - September 2012
Kimberly-Clark April 2004 - May 2009
Worldspan 1995 - 2001
Skills
Project Management, Strategic Planning
Education
The University of Georgia 1971 — 1975
BS
Croft & Bender May 2013 - Present
Roswell Telemetry LLC July 2009 - September 2012
Kimberly-Clark April 2004 - May 2009
Worldspan 1995 - 2001
Skills
Project Management, Strategic Planning
Education
The University of Georgia 1971 — 1975
BS
David Poss's Croft & Bender Experience 2010 - 2012
Job Senior Associate at PNC Riverarch Capital
Industry Financial Services
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY