McColl Partners
Industry: Capital market company
DescriptionMcColl Partners, LLC is an investment bank that provides services to middle-market companies and financial institutions. McColl Partners advises clients in three primary areas: Mergers and Acquisitions, Private Capital Raises, and Strategic Advisory and Valuation Assignments. Founder: Hugh McColl Founded: 2001 Parent organization: Deloitte Corporate Finance LLC
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McColl Partners Employees
Employee
Years
Job
Industry
Adam Levinson Adam Levinson's McColl Partners Experience June 2011 - August 2011
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2014 - Present
The Wharton School January 2014 - May 2014
The Wharton School September 2012 - May 2014
J.P. Morgan June 2013 - August 2013
The Wharton School January 2012 - January 2013
Falfurrias Capital Partners May 2012 - August 2012
The Wharton School April 2011 - October 2011
McColl Partners June 2011 - August 2011
Skills
Valuation, Financial Modeling, Microsoft Office, Data Analysis, Economics, Bloomberg
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Myers park
Myers park
J.P. Morgan 2014 - Present
The Wharton School January 2014 - May 2014
The Wharton School September 2012 - May 2014
J.P. Morgan June 2013 - August 2013
The Wharton School January 2012 - January 2013
Falfurrias Capital Partners May 2012 - August 2012
The Wharton School April 2011 - October 2011
McColl Partners June 2011 - August 2011
Skills
Valuation, Financial Modeling, Microsoft Office, Data Analysis, Economics, Bloomberg
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Myers park
Myers park
Kristen Wyatt's McColl Partners Experience October 2011 - February 2013
Job at
Industry Logistics and Supply Chain
Experience
Time Warner Cable April 2014 - Present
First Alliance Logisitics Management March 2013 - April 2014
McColl Partners October 2011 - February 2013
Kuehne + Nagel July 2011 - August 2011
United Beach Vacations April 2008 - May 2010
Skills
Microsoft Office, Microsoft Excel, Virtual Resort..., Ceil Tracking System, Human Resources, Customer Service, Six Sigma, Tracking, CRM, Access, Data Analysis, Sales, Research, Marketing
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2012
BSBA, Operations and Supply Chain Management and Management
Time Warner Cable April 2014 - Present
First Alliance Logisitics Management March 2013 - April 2014
McColl Partners October 2011 - February 2013
Kuehne + Nagel July 2011 - August 2011
United Beach Vacations April 2008 - May 2010
Skills
Microsoft Office, Microsoft Excel, Virtual Resort..., Ceil Tracking System, Human Resources, Customer Service, Six Sigma, Tracking, CRM, Access, Data Analysis, Sales, Research, Marketing
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2012
BSBA, Operations and Supply Chain Management and Management
Megan Hinson Megan Hinson's McColl Partners Experience July 2008 - September 2008
Job Marketing Professional
Industry Marketing and Advertising
Experience
Meg Hinson March 2013 - Present
Megmichelle, LLC May 2009 - Present
LKM May 2010 - June 2012
Grace Innovations, LLC January 2005 - May 2010
McColl Partners July 2008 - September 2008
Skills
Microsoft Excel, Social Media, Advertising, Graphic Design, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Wordpress, Microsoft Word, Microsoft PowerPoint, Marketing, Project Management, QuickBooks, InDesign, WordPress, Illustrator, Integrated Marketing
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
BS, Marketing
Meg Hinson March 2013 - Present
Megmichelle, LLC May 2009 - Present
LKM May 2010 - June 2012
Grace Innovations, LLC January 2005 - May 2010
McColl Partners July 2008 - September 2008
Skills
Microsoft Excel, Social Media, Advertising, Graphic Design, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Wordpress, Microsoft Word, Microsoft PowerPoint, Marketing, Project Management, QuickBooks, InDesign, WordPress, Illustrator, Integrated Marketing
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
BS, Marketing
Kori Eskridge's McColl Partners Experience January 2011 - December 2011
Job Swift, Currie, McGhee & Hiers
Industry Law Practice
Experience
Savell & Williams, LLP February 2013 - July 2015
Georgia State University January 2015 - April 2015
Atlanta Center for International Arbitration and Mediation January 2015 - April 2015
Swift, Currie, McGhee & Hiers May 2014 - July 2014
SnapAV January 2012 - August 2012
McColl Partners January 2011 - December 2011
The Art Institute of Indianapolis November 2008 - January 2011
National Wine & Spirits May 2007 - October 2008
Skills
Marketing, Cold Calling, New Business Development, Event Planning, Sales Operations, Customer Service, Social Media, Graphic Design, Research, Leadership, Microsoft Word, Microsoft Office, Sales, Public Speaking, Event Management, Time Management, Social Networking
Education
Georgia State University College of Law 2012 — 2015
Juris Doctor
Ball State University 2003 — 2007
Bachelor's of Arts, Public Relations
Savell & Williams, LLP February 2013 - July 2015
Georgia State University January 2015 - April 2015
Atlanta Center for International Arbitration and Mediation January 2015 - April 2015
Swift, Currie, McGhee & Hiers May 2014 - July 2014
SnapAV January 2012 - August 2012
McColl Partners January 2011 - December 2011
The Art Institute of Indianapolis November 2008 - January 2011
National Wine & Spirits May 2007 - October 2008
Skills
Marketing, Cold Calling, New Business Development, Event Planning, Sales Operations, Customer Service, Social Media, Graphic Design, Research, Leadership, Microsoft Word, Microsoft Office, Sales, Public Speaking, Event Management, Time Management, Social Networking
Education
Georgia State University College of Law 2012 — 2015
Juris Doctor
Ball State University 2003 — 2007
Bachelor's of Arts, Public Relations
Mary Ann Taylor Mary Ann Taylor's McColl Partners Experience May 2009 - August 2009
Job Analyst, Partnerships
Industry Marketing and Advertising
Experience
Caileur January 2015 - Present
NOOK Digital Newsstand at Barnes & Noble.com September 2013 - October 2014
Wondersauce July 2012 - October 2012
Code and Theory March 2012 - June 2012
Semester At Sea / ISE June 2011 - August 2011
McColl Partners May 2009 - August 2009
Miller, Egan, Molter & Nelson LLP March 2009 - May 2009
Skills
SQL, Basic CSS/HTML, E-commerce, Google Analytics, SaaS, Google Adwords, Facebook API, Statistical Data..., Project Management, A/B testing, Content Strategy, Adobe Creative Suite, Salesforce.com, Strategic Partnerships, Account Management, Digital Media, Social Media, Brand Awareness, Graphic Design, Social Media Marketing, Advertising, Public Relations
Education
University of San Diego
Bachelor's degree, Communications - Digital Media and Marketing
University of Virginia
Semester at Sea Summer Voyage
Caileur January 2015 - Present
NOOK Digital Newsstand at Barnes & Noble.com September 2013 - October 2014
Wondersauce July 2012 - October 2012
Code and Theory March 2012 - June 2012
Semester At Sea / ISE June 2011 - August 2011
McColl Partners May 2009 - August 2009
Miller, Egan, Molter & Nelson LLP March 2009 - May 2009
Skills
SQL, Basic CSS/HTML, E-commerce, Google Analytics, SaaS, Google Adwords, Facebook API, Statistical Data..., Project Management, A/B testing, Content Strategy, Adobe Creative Suite, Salesforce.com, Strategic Partnerships, Account Management, Digital Media, Social Media, Brand Awareness, Graphic Design, Social Media Marketing, Advertising, Public Relations
Education
University of San Diego
Bachelor's degree, Communications - Digital Media and Marketing
University of Virginia
Semester at Sea Summer Voyage
Izabella Strzelec's McColl Partners Experience December 2011 - July 2013
Job Accountant at Trinity Road, LLC
Industry Financial Services
Experience
Trinity Road, LLC August 2013 - Present
McColl Partners December 2011 - July 2013
Skills
Great Plains Software, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, Access, Data Analysis, General Ledger, Financial Accounting, Account Reconciliation, Accounts Payable, Financial Statements
Education
UNC Charlotte 2009 — 2013
Bachelor of Science (B.S.), Finance, Concentration in Accounting
Trinity Road, LLC August 2013 - Present
McColl Partners December 2011 - July 2013
Skills
Great Plains Software, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, Access, Data Analysis, General Ledger, Financial Accounting, Account Reconciliation, Accounts Payable, Financial Statements
Education
UNC Charlotte 2009 — 2013
Bachelor of Science (B.S.), Finance, Concentration in Accounting
Lauren Young's McColl Partners Experience June 2004 - June 2006
Job Advent International, Vice President
Industry Venture Capital & Private Equity
Experience
Advent International July 2011 - Present
The Carlyle Group June 2006 - June 2009
McColl Partners June 2004 - June 2006
Education
Harvard Business School 2009 — 2011
MBA
Davidson College 2000 — 2004
BA
Advent International July 2011 - Present
The Carlyle Group June 2006 - June 2009
McColl Partners June 2004 - June 2006
Education
Harvard Business School 2009 — 2011
MBA
Davidson College 2000 — 2004
BA
Max Wasser's McColl Partners Experience May 2013 - June 2013
Job Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
McColl Partners May 2013 - June 2013
Commercial Defeasance May 2012 - June 2012
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science, Business Administration
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
McColl Partners May 2013 - June 2013
Commercial Defeasance May 2012 - June 2012
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science, Business Administration
McNeill Wester McNeill Wester's McColl Partners Experience March 2007 - February 2008
Job Managing Director at Coker Capital Advisors
Industry Investment Banking
Experience
Coker Capital Advisors May 2013 - Present
Bourne Partners August 2012 - May 2013
Fennebresque & Co. February 2008 - August 2012
McColl Partners March 2007 - February 2008
Moore & Van Allen, PLLC 2002 - 2007
First Union Securities 1997 - 1999
Skills
Private Equity, Corporate Finance, Capital Markets, Mergers, Due Diligence, Investment Banking, M&A experience, LBO, Mergers & Acquisitions, Licensing, Financial Analysis, Financial Modeling, Strategy, Corporate Development, Management Consulting, Valuation, Finance, Venture Capital
Education
University of North Carolina School of Law
Juris Doctorate
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
Coker Capital Advisors May 2013 - Present
Bourne Partners August 2012 - May 2013
Fennebresque & Co. February 2008 - August 2012
McColl Partners March 2007 - February 2008
Moore & Van Allen, PLLC 2002 - 2007
First Union Securities 1997 - 1999
Skills
Private Equity, Corporate Finance, Capital Markets, Mergers, Due Diligence, Investment Banking, M&A experience, LBO, Mergers & Acquisitions, Licensing, Financial Analysis, Financial Modeling, Strategy, Corporate Development, Management Consulting, Valuation, Finance, Venture Capital
Education
University of North Carolina School of Law
Juris Doctorate
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
Ronald R. Rivera Ronald R. Rivera's McColl Partners Experience August 2011 - June 2013
Job Managing Director at Deloitte Corporate Finance LLC
Industry Investment Banking
Experience
Deloitte Corporate Finance LLC June 2013 - Present
McColl Partners August 2011 - June 2013
Green Manning & Bunch September 2008 - August 2011
SunTrust Robinson Humphrey June 2006 - June 2008
Wachovia Securities, LLC (now Wells Fargo Securities) June 2001 - April 2006
SG Cowen & Co. (now Cowen & Company) August 1998 - June 2001
Nationsbanc Montgomery Securities (now Bank of America Merrill Lynch April 1996 - August 1998
Cowen & Company March 1994 - April 1996
Wilson Sonsini Goodrich and Rosati May 1992 - March 1994
Education
Colorado State University 1988 — 1992
BA, Economics
Loveland High School 1985 — 1988
Deloitte Corporate Finance LLC June 2013 - Present
McColl Partners August 2011 - June 2013
Green Manning & Bunch September 2008 - August 2011
SunTrust Robinson Humphrey June 2006 - June 2008
Wachovia Securities, LLC (now Wells Fargo Securities) June 2001 - April 2006
SG Cowen & Co. (now Cowen & Company) August 1998 - June 2001
Nationsbanc Montgomery Securities (now Bank of America Merrill Lynch April 1996 - August 1998
Cowen & Company March 1994 - April 1996
Wilson Sonsini Goodrich and Rosati May 1992 - March 1994
Education
Colorado State University 1988 — 1992
BA, Economics
Loveland High School 1985 — 1988
Matthew O'Neil Matthew O'Neil's McColl Partners Experience May 2006 - August 2009
Job Group Sales Consultant at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America July 2012 - Present
UGA Men's Club Lacrosse August 2010 - May 2012
PADI Scuba Diving August 2011 - December 2011
McColl Partners May 2006 - August 2009
Skills
Employee Benefits, Group Insurance, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Brokers, Account Management, Voluntary Employee..., Social Media, Underwriting, Sales
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Management
Charlotte Catholic High School 2004 — 2008
High School Degree
The Guardian Life Insurance Company of America July 2012 - Present
UGA Men's Club Lacrosse August 2010 - May 2012
PADI Scuba Diving August 2011 - December 2011
McColl Partners May 2006 - August 2009
Skills
Employee Benefits, Group Insurance, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Brokers, Account Management, Voluntary Employee..., Social Media, Underwriting, Sales
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Management
Charlotte Catholic High School 2004 — 2008
High School Degree
Candice Brantley Candice Brantley's McColl Partners Experience June 2007 - July 2009
Job Office Manager, Moody CPAs & Advisors LLC
Industry Accounting
Experience
Moody CPAs and Advisors LLC May 2013 - Present
McColl Partners June 2007 - July 2009
Coldwell Banker 2006 - 2007
Newell Rubbermaid August 2003 - September 2006
Irwin 2003 - 2006
Irwin Tools 2003 - 2006
Newell Rubbermaid - Irwin 2003 - 2006
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor's, Special Education and Teaching, A
Central Piedmont Community College 2006 — 2009
AA
Moody CPAs and Advisors LLC May 2013 - Present
McColl Partners June 2007 - July 2009
Coldwell Banker 2006 - 2007
Newell Rubbermaid August 2003 - September 2006
Irwin 2003 - 2006
Irwin Tools 2003 - 2006
Newell Rubbermaid - Irwin 2003 - 2006
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor's, Special Education and Teaching, A
Central Piedmont Community College 2006 — 2009
AA
Daniel P. Pellegrino's McColl Partners Experience 2013 - 2013
Job Investment Banking Analyst at Deloitte Corporate Finance (McColl Partners)
Industry Investment Banking
Experience
Deloitte Corporate Finance (McColl Partners) July 2014 - Present
Deloitte Corporate Finance June 2013 - August 2013
McColl Partners 2013 - 2013
Skills
Public Speaking, Data Analysis, Financial Analysis, Research, Stata
Education
Duke University 2010 — 2014
BA, Public Policy Studies
University College London, U. of London 2012 — 2012
Urban Planning
Kenmore West High School 2006 — 2010
Deloitte Corporate Finance (McColl Partners) July 2014 - Present
Deloitte Corporate Finance June 2013 - August 2013
McColl Partners 2013 - 2013
Skills
Public Speaking, Data Analysis, Financial Analysis, Research, Stata
Education
Duke University 2010 — 2014
BA, Public Policy Studies
University College London, U. of London 2012 — 2012
Urban Planning
Kenmore West High School 2006 — 2010
Jennifer O'Hern's McColl Partners Experience February 2011 - December 2011
Job ERP Applications Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle February 2015 - Present
Oracle January 2014 - January 2015
Palm Beach Tan February 2011 - January 2014
McColl Partners February 2011 - December 2011
Skills
Middleware, Information Technology, Security, Business Development, High Availability, DoD, Enterprise Software, SaaS, Cloud Computing, Scalability, Professional Services, Enterprise Architecture, Solution Architecture, IT Strategy, Integration, Virtualization, SDLC, Software Project..., Infrastructure, Software Development, Performance Tuning, Software
Education
University of North Carolina at Charlotte 2009 — 2011
Bachelor of Science (B.S.), Finance, General
University of North Carolina at Pembroke 2007 — 2009
B.S.B.A, Finance
Oracle February 2015 - Present
Oracle January 2014 - January 2015
Palm Beach Tan February 2011 - January 2014
McColl Partners February 2011 - December 2011
Skills
Middleware, Information Technology, Security, Business Development, High Availability, DoD, Enterprise Software, SaaS, Cloud Computing, Scalability, Professional Services, Enterprise Architecture, Solution Architecture, IT Strategy, Integration, Virtualization, SDLC, Software Project..., Infrastructure, Software Development, Performance Tuning, Software
Education
University of North Carolina at Charlotte 2009 — 2011
Bachelor of Science (B.S.), Finance, General
University of North Carolina at Pembroke 2007 — 2009
B.S.B.A, Finance
Steven Blaser Steven Blaser's McColl Partners Experience May 2013 - August 2013
Job Investment Banking Analyst at Deloitte
Industry Investment Banking
Experience
Deloitte Corporate Finance (formerly McColl Partners) June 2014 - Present
Summit Service & Associates LLC May 2011 - Present
House Course Teacher - Data Visualization January 2014 - May 2014
Duke University July 2013 - May 2014
Young Presidents' Organization @ University October 2012 - May 2014
Duke/Durham Saves February 2012 - May 2014
North Carolina Common Sense September 2011 - May 2014
SB Harris Capital, LLC September 2011 - May 2014
McColl Partners May 2013 - August 2013
Bulldog Investors May 2012 - July 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Research, Microsoft Excel, Data Analysis, Public Speaking, Social Media, Spanish, Event Planning, Fundraising, Photoshop, Marketing, Leadership, Strategy, Nonprofits, Analysis, Management, Access, Valuation, Public Policy, Team Management
Education
Byram Hills High School 2006 — 2010
High School
Duke University 2010 — 2014
Bachelor's Degree, B.S. Economics and B.A. Public Policy
London School of Economics and Political Science 2012 — 2012
Economics
CEU San Pablo 2012 — 2013
Public Policy, Spanish, Cinema
Deloitte Corporate Finance (formerly McColl Partners) June 2014 - Present
Summit Service & Associates LLC May 2011 - Present
House Course Teacher - Data Visualization January 2014 - May 2014
Duke University July 2013 - May 2014
Young Presidents' Organization @ University October 2012 - May 2014
Duke/Durham Saves February 2012 - May 2014
North Carolina Common Sense September 2011 - May 2014
SB Harris Capital, LLC September 2011 - May 2014
McColl Partners May 2013 - August 2013
Bulldog Investors May 2012 - July 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Research, Microsoft Excel, Data Analysis, Public Speaking, Social Media, Spanish, Event Planning, Fundraising, Photoshop, Marketing, Leadership, Strategy, Nonprofits, Analysis, Management, Access, Valuation, Public Policy, Team Management
Education
Byram Hills High School 2006 — 2010
High School
Duke University 2010 — 2014
Bachelor's Degree, B.S. Economics and B.A. Public Policy
London School of Economics and Political Science 2012 — 2012
Economics
CEU San Pablo 2012 — 2013
Public Policy, Spanish, Cinema
Brooks Busby Brooks Busby's McColl Partners Experience January 2013 - January 2013
Job Investment Banking Analyst
Industry Financial Services
Experience
Avondale Partners June 2014 - July 2014
Harbert Management Corporation July 2013 - July 2013
McColl Partners January 2013 - January 2013
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science in Finance
Birmingham-Southern College 2010 — 2014
Bachelor's Degree
Avondale Partners June 2014 - July 2014
Harbert Management Corporation July 2013 - July 2013
McColl Partners January 2013 - January 2013
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science in Finance
Birmingham-Southern College 2010 — 2014
Bachelor's Degree
Amanda Scanlon Amanda Scanlon's McColl Partners Experience July 2007 - February 2010
Job Writer
Industry Writing and Editing
Experience
Amanda Scanlon August 2012 - Present
The Levine & Dickson Hospice House February 2010 - August 2012
McColl Partners July 2007 - February 2010
University Career Center, UNC-Charlotte June 2007 - August 2007
University Career Center, UNC-Charlotte August 2006 - May 2007
Belk December 2006 - February 2007
Department of Sociology, UNC-Charlotte August 2004 - August 2006
Skills
Journal Entries, Accounts Receivable, Payroll, General Ledger, Accounts Payable, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Research
Education
UNC Charlotte
BSBA, Management, Entrepreneurship, English, Cum Laude Distinction
South Point High School
Amanda Scanlon August 2012 - Present
The Levine & Dickson Hospice House February 2010 - August 2012
McColl Partners July 2007 - February 2010
University Career Center, UNC-Charlotte June 2007 - August 2007
University Career Center, UNC-Charlotte August 2006 - May 2007
Belk December 2006 - February 2007
Department of Sociology, UNC-Charlotte August 2004 - August 2006
Skills
Journal Entries, Accounts Receivable, Payroll, General Ledger, Accounts Payable, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Research
Education
UNC Charlotte
BSBA, Management, Entrepreneurship, English, Cum Laude Distinction
South Point High School
Paul Stouffer Paul Stouffer's McColl Partners Experience June 2011 - August 2011
Job Director Global Supply Chain, Process Systems Division at Cameron International Corporation
Industry Oil & Energy
Experience
Cameron International Corporation September 2014 - Present
Cameron International Corporation July 2012 - September 2014
McColl Partners June 2011 - August 2011
Navy International Programs Office July 2008 - August 2010
USS Dwight D. Eisenhower July 2006 - July 2008
Naval Nuclear Propulsion Program June 2005 - July 2006
USS Mobile Bay August 2003 - May 2005
Education
Harvard Business School 2010 — 2012
MBA, Business Administration and Management, General
Duke University 1999 — 2003
Bachelor of Arts, History
Cameron International Corporation September 2014 - Present
Cameron International Corporation July 2012 - September 2014
McColl Partners June 2011 - August 2011
Navy International Programs Office July 2008 - August 2010
USS Dwight D. Eisenhower July 2006 - July 2008
Naval Nuclear Propulsion Program June 2005 - July 2006
USS Mobile Bay August 2003 - May 2005
Education
Harvard Business School 2010 — 2012
MBA, Business Administration and Management, General
Duke University 1999 — 2003
Bachelor of Arts, History
Trey Echols Trey Echols's McColl Partners Experience September 2011 - June 2013
Job President & CEO at Highland Associates; Birmingham, AL
Industry Financial Services
Experience
Highland Associates; Birmingham, AL September 2014 - Present
Deloitte Corporate Finance LLC September 2011 - September 2014
McColl Partners September 2011 - June 2013
Merrill Lynch April 2011 - September 2011
Merrill Lynch May 2009 - April 2011
Merrill Lynch March 2008 - April 2009
Merrill Lynch December 1999 - March 2008
SouthTrust Bank June 1996 - March 1999
Skills
Investment Banking, Series 7, Financial Analysis, Wealth Management, Credit, Banking, Cash Management, Investments, Securities, Business Strategy, Business Planning, Series 79, Series 24, Series 63, Series 66, Compliance, Uniform Combined State..., Valuation, Strategy, Corporate Finance, FINRA, Deal Sourcing, New Business Development, Business Process..., Financial Services, Private Equity, Loans, Business Development
Education
Birmingham-Southern College 1992 — 1996
Bachelor, Finance
Highland Associates; Birmingham, AL September 2014 - Present
Deloitte Corporate Finance LLC September 2011 - September 2014
McColl Partners September 2011 - June 2013
Merrill Lynch April 2011 - September 2011
Merrill Lynch May 2009 - April 2011
Merrill Lynch March 2008 - April 2009
Merrill Lynch December 1999 - March 2008
SouthTrust Bank June 1996 - March 1999
Skills
Investment Banking, Series 7, Financial Analysis, Wealth Management, Credit, Banking, Cash Management, Investments, Securities, Business Strategy, Business Planning, Series 79, Series 24, Series 63, Series 66, Compliance, Uniform Combined State..., Valuation, Strategy, Corporate Finance, FINRA, Deal Sourcing, New Business Development, Business Process..., Financial Services, Private Equity, Loans, Business Development
Education
Birmingham-Southern College 1992 — 1996
Bachelor, Finance
Eric Langerman's McColl Partners Experience June 2008 - June 2010
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Columbia Business School August 2014 - Present
Sentinel Capital Partners August 2012 - August 2014
Sentinel Capital Partners August 2010 - August 2012
McColl Partners June 2008 - June 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Mergers & Acquisitions, Investments, Capital Markets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (B.S.), Business Administration, English
Columbia Business School August 2014 - Present
Sentinel Capital Partners August 2012 - August 2014
Sentinel Capital Partners August 2010 - August 2012
McColl Partners June 2008 - June 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Mergers & Acquisitions, Investments, Capital Markets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (B.S.), Business Administration, English
Jacqueline Wrona Jacqueline Wrona's McColl Partners Experience June 2012 - August 2012
Job Manager at The North Highland Company
Industry Management Consulting
Experience
North Highland November 2014 - Present
North Highland May 2013 - November 2014
UNC's Kenan- Flagler Business School June 2011 - May 2013
McColl Partners June 2012 - August 2012
Center for Neurodegenerative Disease, Emory University School of Medicine December 2008 - June 2011
Skills
Data Analysis, Financial Modeling, Valuation, Financial Analysis, Management Consulting, Corporate Finance, Risk Management, Program Management, Analytics, Strategy, Business Process..., Business Development, SAS, Cross-functional Team..., Project Management, Competitive Analysis, Investment Banking, Strategic Planning, Analysis, Research, Business Analysis, PowerPoint, Statistical Modeling, Leadership, Statistics, Quantitative Analytics, Microsoft Excel, Process Improvement, Business Strategy, Market Research, Market Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Operations Management
Georgia Institute of Technology 2002 — 2008
B.S., Molecular Biology; Cognitive Psychology
Roswell High 1998 — 2002
North Highland November 2014 - Present
North Highland May 2013 - November 2014
UNC's Kenan- Flagler Business School June 2011 - May 2013
McColl Partners June 2012 - August 2012
Center for Neurodegenerative Disease, Emory University School of Medicine December 2008 - June 2011
Skills
Data Analysis, Financial Modeling, Valuation, Financial Analysis, Management Consulting, Corporate Finance, Risk Management, Program Management, Analytics, Strategy, Business Process..., Business Development, SAS, Cross-functional Team..., Project Management, Competitive Analysis, Investment Banking, Strategic Planning, Analysis, Research, Business Analysis, PowerPoint, Statistical Modeling, Leadership, Statistics, Quantitative Analytics, Microsoft Excel, Process Improvement, Business Strategy, Market Research, Market Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Operations Management
Georgia Institute of Technology 2002 — 2008
B.S., Molecular Biology; Cognitive Psychology
Roswell High 1998 — 2002
Bob LaRue Bob LaRue's McColl Partners Experience 2009 - 2010
Job National Director private Banking Advisor Channel at BNY Mellon
Industry Banking
Experience
BNY Mellon March 2013 - Present
Designed Alloy Products, INC 2011 - Present
Morgan Stanley Smith Barney July 2010 - February 2013
McColl Partners 2009 - 2010
Merrill Lynch November 1982 - March 2009
Skills
Investment Banking, Series 7, Portfolio Management, Credit, Commercial Banking, Banking, Mergers, Treasury Management, Restructuring, Financial Services, Private Banking, Underwriting, Loan Origination, Business Development, Wealth Management, Mergers & Acquisitions, Asset Management, Investments, Securities
Education
University of Illinois at Chicago Graduate School of Business 1980 — 1983
MBA, Finance
Furman University 1975 — 1979
BA, Economics
BNY Mellon March 2013 - Present
Designed Alloy Products, INC 2011 - Present
Morgan Stanley Smith Barney July 2010 - February 2013
McColl Partners 2009 - 2010
Merrill Lynch November 1982 - March 2009
Skills
Investment Banking, Series 7, Portfolio Management, Credit, Commercial Banking, Banking, Mergers, Treasury Management, Restructuring, Financial Services, Private Banking, Underwriting, Loan Origination, Business Development, Wealth Management, Mergers & Acquisitions, Asset Management, Investments, Securities
Education
University of Illinois at Chicago Graduate School of Business 1980 — 1983
MBA, Finance
Furman University 1975 — 1979
BA, Economics
Daniel Hanks Daniel Hanks's McColl Partners Experience June 2003 - June 2005
Job Director, Technology Sector at PagnatoKarp
Industry Venture Capital & Private Equity
Experience
Pagnato Karp, HighTower January 2015 - Present
SnapDash August 2012 - December 2014
The Teaching Company August 2009 - November 2012
JMI Equity August 2005 - August 2009
McColl Partners June 2003 - June 2005
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Mergers, Business Strategy, Economics, Forecasting, Venture Capital, Budgets, Corporate Development, Marketing, Strategic Partnerships, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Finance, Management, LBO, Executive Management, Start-ups, Entrepreneurship, Strategy, Investments
Education
Davidson College 1999 — 2003
Bachelor's Degree, Economics
Pagnato Karp, HighTower January 2015 - Present
SnapDash August 2012 - December 2014
The Teaching Company August 2009 - November 2012
JMI Equity August 2005 - August 2009
McColl Partners June 2003 - June 2005
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Mergers, Business Strategy, Economics, Forecasting, Venture Capital, Budgets, Corporate Development, Marketing, Strategic Partnerships, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Finance, Management, LBO, Executive Management, Start-ups, Entrepreneurship, Strategy, Investments
Education
Davidson College 1999 — 2003
Bachelor's Degree, Economics
Christopher Malach Christopher Malach's McColl Partners Experience September 2006 - June 2008
Job Trader
Industry Capital Markets
Experience
Phantom Capital October 2008 - Present
Purepay Capital July 2008 - October 2008
McColl Partners September 2006 - June 2008
Skills
Fundamental Analysis, Technical Analysis, Stock Picking, Stock Trading, Equity Research, Equity Trading, Equity Valuation, Options Strategies, Index Options, Fractals, market psychology, Hedge Funds, Trading, Mergers & Acquisitions, Capital Markets, Investment Banking
Education
Wake Forest University 2002 — 2006
Bachelor of Arts (BA), Economics, GPA: 3.3/4.0; Major GPA: 3.7/4.0
Tuck School of Business at Dartmouth 2005 — 2005
Business Bridge Program, Business/Commerce, General
Phantom Capital October 2008 - Present
Purepay Capital July 2008 - October 2008
McColl Partners September 2006 - June 2008
Skills
Fundamental Analysis, Technical Analysis, Stock Picking, Stock Trading, Equity Research, Equity Trading, Equity Valuation, Options Strategies, Index Options, Fractals, market psychology, Hedge Funds, Trading, Mergers & Acquisitions, Capital Markets, Investment Banking
Education
Wake Forest University 2002 — 2006
Bachelor of Arts (BA), Economics, GPA: 3.3/4.0; Major GPA: 3.7/4.0
Tuck School of Business at Dartmouth 2005 — 2005
Business Bridge Program, Business/Commerce, General
Taylor Burton's McColl Partners Experience May 2011 - July 2011
Job Analyst at The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group July 2012 - Present
McColl Partners May 2011 - July 2011
Coffey Burlington June 2010 - July 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BS, Business Administration/Finance
The Blackstone Group July 2012 - Present
McColl Partners May 2011 - July 2011
Coffey Burlington June 2010 - July 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BS, Business Administration/Finance
Kathleen Helms's McColl Partners Experience May 2010 - May 2011
Job University Relations Coordinator at The Vanguard Group
Industry Investment Management
Experience
Vanguard July 2015 - Present
Vanguard June 2013 - July 2015
Vanguard January 2012 - June 2013
Vanguard May 2011 - January 2012
McColl Partners May 2010 - May 2011
Wachovia, A Wells Fargo Company May 2008 - December 2009
Skills
Series 6, Series 63, Series 7, Training
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
Bachelor of Science, International Business
University of South Carolina - Darla Moore School of Business 2007 — 2009
None, Pre-International Business and Accounting
Vanguard July 2015 - Present
Vanguard June 2013 - July 2015
Vanguard January 2012 - June 2013
Vanguard May 2011 - January 2012
McColl Partners May 2010 - May 2011
Wachovia, A Wells Fargo Company May 2008 - December 2009
Skills
Series 6, Series 63, Series 7, Training
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
Bachelor of Science, International Business
University of South Carolina - Darla Moore School of Business 2007 — 2009
None, Pre-International Business and Accounting
Dave Pandullo's McColl Partners Experience June 2008 - June 2010
Job Vice President at Frontier Capital
Industry Venture Capital & Private Equity
Experience
Frontier Capital June 2015 - Present
TouchCare LLC January 2014 - March 2015
Fortress Investment Group January 2014 - October 2014
Morgan Creek Capital Management July 2011 - December 2013
Parthenon Capital Partners July 2010 - June 2011
McColl Partners June 2008 - June 2010
Skills
Private Equity, Investment Banking, Financial Modeling, M&A execution, Due Diligence, Market Research, Financial Analysis, Business Strategy, Corporate Finance, Valuation, Mergers & Acquisitions, LBO, Venture Capital
Education
Fuqua School of Business, Duke University 2013 — 2015
Master of Business Administration (MBA), Strategy and Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science in Business Administration, Finance
Frontier Capital June 2015 - Present
TouchCare LLC January 2014 - March 2015
Fortress Investment Group January 2014 - October 2014
Morgan Creek Capital Management July 2011 - December 2013
Parthenon Capital Partners July 2010 - June 2011
McColl Partners June 2008 - June 2010
Skills
Private Equity, Investment Banking, Financial Modeling, M&A execution, Due Diligence, Market Research, Financial Analysis, Business Strategy, Corporate Finance, Valuation, Mergers & Acquisitions, LBO, Venture Capital
Education
Fuqua School of Business, Duke University 2013 — 2015
Master of Business Administration (MBA), Strategy and Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science in Business Administration, Finance
Nicole Wall Nicole Wall's McColl Partners Experience September 2011 - September 2014
Job Associate at The Gores Group
Industry Venture Capital & Private Equity
Experience
The Gores Group September 2014 - Present
McColl Partners September 2011 - September 2014
Houlihan Lokey May 2009 - August 2009
New Majority Political Action Committee June 2007 - August 2007
Merrill Lynch May 2007 - July 2007
Skills
Securities, Valuation, Investment Banking, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelors of Science, Finance
The Gores Group September 2014 - Present
McColl Partners September 2011 - September 2014
Houlihan Lokey May 2009 - August 2009
New Majority Political Action Committee June 2007 - August 2007
Merrill Lynch May 2007 - July 2007
Skills
Securities, Valuation, Investment Banking, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelors of Science, Finance
Chelsie Deese, MIB's McColl Partners Experience January 2010 - August 2010
Job Senior Consultant II at Cardinal Solutions
Industry Information Technology and Services
Experience
Cardinal Solutions June 2014 - Present
Polymer Group Inc August 2013 - May 2014
Polymer Group Inc September 2012 - August 2013
The Norman Group 2011 - September 2012
Export Consortium, Inc. 2011 - 2011
Metallic Bonds, LLC 2009 - 2011
McColl Partners January 2010 - August 2010
Skills
Market Research, Competitive Analysis, Business Analysis, Strategic Planning, Strategy, Project Management, Project Planning, Marketing Strategy, Market Analysis, Data Analysis, Business Development, Analysis, Microsoft Excel, Requirements Gathering, Management, Wire Transfers, Quality Assurance, Integration, Test Cases, Microsoft CRM, Microsoft SQL Server, Matrix Management, International Marketing, International Business..., SQL, Team Leadership, Global Finance, Financial Analysis, User Acceptance Testing, Business Requirements, Competitive Intelligence, Business Insights, Competitive Landscape, Competitive Cost..., Agile Project Management, NACHA, TFS, Deliverables, Microsoft Office..., Competitive Marketing..., ACH, Competitive Strategies, Regression Testing, Salesforce.com, SharePoint, Forecasting, UAT coordination, Change Management, Scrum, Agile & Waterfall...
Education
University of South Carolina - The Moore School of Business
Master of International Business
University of North Carolina at Charlotte - Belk College of Business 2007 — 2010
B.S.B.A. in International Business, International Business, Marketing, Spanish
Universidad de Guadalajara 2008 — 2008
Spanish
Furman University
Cardinal Solutions June 2014 - Present
Polymer Group Inc August 2013 - May 2014
Polymer Group Inc September 2012 - August 2013
The Norman Group 2011 - September 2012
Export Consortium, Inc. 2011 - 2011
Metallic Bonds, LLC 2009 - 2011
McColl Partners January 2010 - August 2010
Skills
Market Research, Competitive Analysis, Business Analysis, Strategic Planning, Strategy, Project Management, Project Planning, Marketing Strategy, Market Analysis, Data Analysis, Business Development, Analysis, Microsoft Excel, Requirements Gathering, Management, Wire Transfers, Quality Assurance, Integration, Test Cases, Microsoft CRM, Microsoft SQL Server, Matrix Management, International Marketing, International Business..., SQL, Team Leadership, Global Finance, Financial Analysis, User Acceptance Testing, Business Requirements, Competitive Intelligence, Business Insights, Competitive Landscape, Competitive Cost..., Agile Project Management, NACHA, TFS, Deliverables, Microsoft Office..., Competitive Marketing..., ACH, Competitive Strategies, Regression Testing, Salesforce.com, SharePoint, Forecasting, UAT coordination, Change Management, Scrum, Agile & Waterfall...
Education
University of South Carolina - The Moore School of Business
Master of International Business
University of North Carolina at Charlotte - Belk College of Business 2007 — 2010
B.S.B.A. in International Business, International Business, Marketing, Spanish
Universidad de Guadalajara 2008 — 2008
Spanish
Furman University
Chris McCrory's McColl Partners Experience June 2009 - August 2011
Job Vice President at Northern Trust Private Equity (50 South Capital)
Industry Venture Capital & Private Equity
Experience
Northern Trust Private Equity (50 South Capital) July 2015 - Present
Pamlico Capital August 2011 - May 2014
McColl Partners June 2009 - August 2011
McColl Partners June 2008 - August 2008
Skills
Private Equity, Due Diligence, Financial Modeling, Investment Banking, Mergers, Financial Analysis, Mergers & Acquisitions, Corporate Development, LBO, Corporate Finance, Growth Capital, Healthcare Information..., Finance, Healthcare IT, Healthcare, SaaS, Ambulatory Surgery, Security Systems..., Managed Services, Financial Reporting, Valuation, Equities, Strategy, Microsoft Excel, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Masters in Business Administration (MBA), Finance, Management and Strategy, Healthcare
University of North Carolina at Chapel Hill 2005 — 2009
BSBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Business Administration
Northern Trust Private Equity (50 South Capital) July 2015 - Present
Pamlico Capital August 2011 - May 2014
McColl Partners June 2009 - August 2011
McColl Partners June 2008 - August 2008
Skills
Private Equity, Due Diligence, Financial Modeling, Investment Banking, Mergers, Financial Analysis, Mergers & Acquisitions, Corporate Development, LBO, Corporate Finance, Growth Capital, Healthcare Information..., Finance, Healthcare IT, Healthcare, SaaS, Ambulatory Surgery, Security Systems..., Managed Services, Financial Reporting, Valuation, Equities, Strategy, Microsoft Excel, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Masters in Business Administration (MBA), Finance, Management and Strategy, Healthcare
University of North Carolina at Chapel Hill 2005 — 2009
BSBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Business Administration
Amanda Ratner Amanda Ratner's McColl Partners Experience June 2012 - June 2014
Job Associate at Moelis Capital Partners
Industry Venture Capital & Private Equity
Experience
Moelis Capital Partners July 2015 - Present
Deloitte Corporate Finance LLC June 2014 - June 2015
McColl Partners June 2012 - June 2014
T. Rowe Price June 2011 - August 2011
Fingerprint Communications June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Valuation, Private Equity, Financial Analysis, Corporate Finance, Data Analysis, Research, Investment Banking
Education
Vanderbilt University 2008 — 2012
B.A., Medicine, Health, & Society; Financial Economics; Corporate Strategy
Choate Rosemary Hall 2004 — 2008
Moelis Capital Partners July 2015 - Present
Deloitte Corporate Finance LLC June 2014 - June 2015
McColl Partners June 2012 - June 2014
T. Rowe Price June 2011 - August 2011
Fingerprint Communications June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Valuation, Private Equity, Financial Analysis, Corporate Finance, Data Analysis, Research, Investment Banking
Education
Vanderbilt University 2008 — 2012
B.A., Medicine, Health, & Society; Financial Economics; Corporate Strategy
Choate Rosemary Hall 2004 — 2008
Bryan Dickenson's McColl Partners Experience May 2012 - August 2012
Job Ancor Capital Partners
Industry Higher Education
Experience
Ancor Capital Partners June 2015 - Present
Deloitte June 2013 - Present
McColl Partners May 2012 - August 2012
Lone Star Investment Advisors, LLC December 2011 - January 2012
Lee Johnson Capital Management March 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Data Analysis, Higher Education, Financial Modeling, Financial Analysis, Bloomberg Terminal, Economics, Corporate Finance
Education
Texas Christian University 2009 — 2012
BBA, Finance
Highland Park High School
Ancor Capital Partners June 2015 - Present
Deloitte June 2013 - Present
McColl Partners May 2012 - August 2012
Lone Star Investment Advisors, LLC December 2011 - January 2012
Lee Johnson Capital Management March 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Data Analysis, Higher Education, Financial Modeling, Financial Analysis, Bloomberg Terminal, Economics, Corporate Finance
Education
Texas Christian University 2009 — 2012
BBA, Finance
Highland Park High School
Gillian Kulman Davis Gillian Kulman Davis's McColl Partners Experience January 2011 - June 2013
Job VP of Business Development at Pamlico Capital
Industry Financial Services
Experience
Pamlico Capital March 2014 - Present
Deloitte June 2013 - February 2014
McColl Partners January 2011 - June 2013
Cvent July 2009 - January 2011
Avon May 2008 - August 2008
Coalition to Stop Gun Violence January 2008 - April 2008
Capstrat September 2007 - December 2007
Council for Entrepreneurial Development May 2007 - August 2007
Skills
Lead Generation, Public Relations, CRM, Customer Retention, Sales Management, Customer Service, Salesforce.com, Sales, Series 7, Series 63, Management, Research, Campaigns, Editing, Corporate Social..., Advertising, Mergers, Media Relations, Social Media, Press Releases, Marketing, Social Media Marketing, Facebook, Public Speaking, Event Planning, Marketing Communications, Blogging, Event Management, Corporate Communications, Training, Relationship Management, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA, Journalism and Mass Communication, Spanish
Charlotte Country Day School 1999 — 2005
Pamlico Capital March 2014 - Present
Deloitte June 2013 - February 2014
McColl Partners January 2011 - June 2013
Cvent July 2009 - January 2011
Avon May 2008 - August 2008
Coalition to Stop Gun Violence January 2008 - April 2008
Capstrat September 2007 - December 2007
Council for Entrepreneurial Development May 2007 - August 2007
Skills
Lead Generation, Public Relations, CRM, Customer Retention, Sales Management, Customer Service, Salesforce.com, Sales, Series 7, Series 63, Management, Research, Campaigns, Editing, Corporate Social..., Advertising, Mergers, Media Relations, Social Media, Press Releases, Marketing, Social Media Marketing, Facebook, Public Speaking, Event Planning, Marketing Communications, Blogging, Event Management, Corporate Communications, Training, Relationship Management, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA, Journalism and Mass Communication, Spanish
Charlotte Country Day School 1999 — 2005
Tammie Funderud Tammie Funderud's McColl Partners Experience March 2006 - June 2013
Job Marketing Specialist at Deloitte
Industry Financial Services
Experience
Deloitte June 2013 - Present
McColl Partners March 2006 - June 2013
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Microsoft Office, CRM, Adobe Creative Suite, Microsoft Publisher, Adobe Acrobat, Business Mapping, SnagIt, Mergers & Acquisitions, Financial Services
Education
King's College 1990 — 1991
Associate's degree, Secretarial Science
Deloitte June 2013 - Present
McColl Partners March 2006 - June 2013
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Microsoft Office, CRM, Adobe Creative Suite, Microsoft Publisher, Adobe Acrobat, Business Mapping, SnagIt, Mergers & Acquisitions, Financial Services
Education
King's College 1990 — 1991
Associate's degree, Secretarial Science
David Sheffer David Sheffer's McColl Partners Experience 2003 - 2005
Job Executive Vice President of Corporate Development at MyEyeDr.
Industry Retail
Experience
MyEyeDr. January 2013 - Present
Monitor Clipper Partners August 2006 - December 2012
Advent International 2005 - 2006
McColl Partners 2003 - 2005
Education
University of North Carolina at Chapel Hill
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
MyEyeDr. January 2013 - Present
Monitor Clipper Partners August 2006 - December 2012
Advent International 2005 - 2006
McColl Partners 2003 - 2005
Education
University of North Carolina at Chapel Hill
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nicholas Alef, CFA Nicholas Alef, CFA's McColl Partners Experience June 2008 - August 2008
Job Manager at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines February 2009 - Present
McColl Partners June 2008 - August 2008
WH Capital, LLC May 2004 - June 2007
Arayoz, Inc. October 2003 - May 2004
Griffin, Kubik, Stephens & Thompson June 2000 - August 2000
Skills
Financial Modeling, Valuation, Forecasting, Investments, PowerPoint, Financial Analysis, Microsoft Excel, Competitive Analysis, DCF, Essbase, SAP, Hyperion Enterprise, Microsoft Word, Business Analysis, Strategy, Mergers & Acquisitions, Excel, Budgeting, Project Finance, Word, LBO, Mergers
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Finance, Leadership
Emory University 1998 — 2002
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
Economics
Delta Air Lines February 2009 - Present
McColl Partners June 2008 - August 2008
WH Capital, LLC May 2004 - June 2007
Arayoz, Inc. October 2003 - May 2004
Griffin, Kubik, Stephens & Thompson June 2000 - August 2000
Skills
Financial Modeling, Valuation, Forecasting, Investments, PowerPoint, Financial Analysis, Microsoft Excel, Competitive Analysis, DCF, Essbase, SAP, Hyperion Enterprise, Microsoft Word, Business Analysis, Strategy, Mergers & Acquisitions, Excel, Budgeting, Project Finance, Word, LBO, Mergers
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Finance, Leadership
Emory University 1998 — 2002
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
Economics
Jonathan Lesica Jonathan Lesica's McColl Partners Experience June 2009 - June 2011
Job Analyst at Surveyor Capital (Citadel LLC)
Industry Investment Management
Experience
Surveyor Capital (Citadel LLC) March 2013 - Present
Castanea Partners August 2011 - February 2013
McColl Partners June 2009 - June 2011
Skills
Microsoft Excel, Valuation, Financial Modeling, Investment Banking, Public Speaking, Strategic Planning, Entrepreneurship, Institutional Investors, Venture Capital
Education
University of North Carolina at Chapel Hill 2005 — 2009
Surveyor Capital (Citadel LLC) March 2013 - Present
Castanea Partners August 2011 - February 2013
McColl Partners June 2009 - June 2011
Skills
Microsoft Excel, Valuation, Financial Modeling, Investment Banking, Public Speaking, Strategic Planning, Entrepreneurship, Institutional Investors, Venture Capital
Education
University of North Carolina at Chapel Hill 2005 — 2009
Hudson Collins Hudson Collins's McColl Partners Experience June 2012 - February 2015
Job Analyst at MVision Private Equity Advisers
Industry Financial Services
Experience
MVision Private Equity Advisers April 2015 - Present
McColl Partners June 2012 - February 2015
Barclays Capital June 2011 - August 2011
Guggenheim Partners June 2010 - July 2010
The White House May 2008 - July 2008
Skills
Equities, Investment Banking, Mergers & Acquisitions, Due Diligence, Investments, Trading, ABS, Microsoft Excel, Financial Risk, Financial Analysis, Financial Modeling, PowerPoint
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), History
Blair Academy 2005 — 2007
MVision Private Equity Advisers April 2015 - Present
McColl Partners June 2012 - February 2015
Barclays Capital June 2011 - August 2011
Guggenheim Partners June 2010 - July 2010
The White House May 2008 - July 2008
Skills
Equities, Investment Banking, Mergers & Acquisitions, Due Diligence, Investments, Trading, ABS, Microsoft Excel, Financial Risk, Financial Analysis, Financial Modeling, PowerPoint
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), History
Blair Academy 2005 — 2007
Brett Baucum Brett Baucum's McColl Partners Experience June 2008 - January 2009
Job Associate at OFS Energy Fund
Industry Venture Capital & Private Equity
Experience
OFS Energy Fund June 2014 - Present
Ernst & Young December 2013 - June 2014
Ernst & Young October 2012 - November 2013
Ernst & Young October 2010 - September 2012
McColl Partners June 2008 - January 2009
Parks Paton Hoepfl & Brown June 2007 - August 2007
Skills
CPA, Financial Accounting, SEC filings, GAAP, US GAAP, Finance, Internal Controls, Sarbanes-Oxley Act, External Audit, Assurance, Financial Reporting, Big 4
Education
University of Virginia 2004 — 2008
Bachelor of Science (BS), Commerce, Concentrations: Finance, Accounting
The University of Texas at Austin 2009 — 2010
Master in Professional Accounting, Tracks: Financial Reporting and Assurance, Managerial Accounting and Control
OFS Energy Fund June 2014 - Present
Ernst & Young December 2013 - June 2014
Ernst & Young October 2012 - November 2013
Ernst & Young October 2010 - September 2012
McColl Partners June 2008 - January 2009
Parks Paton Hoepfl & Brown June 2007 - August 2007
Skills
CPA, Financial Accounting, SEC filings, GAAP, US GAAP, Finance, Internal Controls, Sarbanes-Oxley Act, External Audit, Assurance, Financial Reporting, Big 4
Education
University of Virginia 2004 — 2008
Bachelor of Science (BS), Commerce, Concentrations: Finance, Accounting
The University of Texas at Austin 2009 — 2010
Master in Professional Accounting, Tracks: Financial Reporting and Assurance, Managerial Accounting and Control
Natalie Akin Natalie Akin's McColl Partners Experience June 2005 - June 2006
Job Coordinator of Annual Giving and Endowment at Myers Park Presbyterian Church
Industry Nonprofit Organization Management
Experience
Myers Park Presbyterian Church June 2015 - Present
Davidson College July 2013 - June 2015
Davidson College August 2011 - June 2013
Davidson College July 2008 - August 2011
Davidson College August 2006 - June 2008
McColl Partners June 2005 - June 2006
Skills
Fundraising, Community Outreach, Research, Non-profits, Volunteer Management, Event Planning, Social Media, Program Development, Stewardship, Data Analysis, Editing, Philanthropy, Higher Education, Annual Giving, Program Evaluation, PowerPoint, Microsoft Office, Higher Education...
Education
Davidson College 2001 — 2005
BA, Economics
Myers Park Presbyterian Church June 2015 - Present
Davidson College July 2013 - June 2015
Davidson College August 2011 - June 2013
Davidson College July 2008 - August 2011
Davidson College August 2006 - June 2008
McColl Partners June 2005 - June 2006
Skills
Fundraising, Community Outreach, Research, Non-profits, Volunteer Management, Event Planning, Social Media, Program Development, Stewardship, Data Analysis, Editing, Philanthropy, Higher Education, Annual Giving, Program Evaluation, PowerPoint, Microsoft Office, Higher Education...
Education
Davidson College 2001 — 2005
BA, Economics
Anne Z. Hawkins Anne Z. Hawkins's McColl Partners Experience June 2005 - August 2006
Job Executive Vice President at STR
Industry Hospitality
Experience
STR July 2013 - Present
Great Hill Partners LLC August 2011 - June 2013
Thoma Bravo LLC September 2006 - June 2009
McColl Partners June 2005 - August 2006
Skills
Value Investing, Venture Capital, Due Diligence, Valuation, Equity Capital Markets, Private Equity, Special Situations, Emerging Markets, Financial Modeling, Strategic Planning, Hedge Funds, Business Valuation, Equities, Leveraged Finance
Education
Harvard Business School 2009 — 2011
MBA
The University of Georgia 2001 — 2005
B.A., Economics, Political Science
STR July 2013 - Present
Great Hill Partners LLC August 2011 - June 2013
Thoma Bravo LLC September 2006 - June 2009
McColl Partners June 2005 - August 2006
Skills
Value Investing, Venture Capital, Due Diligence, Valuation, Equity Capital Markets, Private Equity, Special Situations, Emerging Markets, Financial Modeling, Strategic Planning, Hedge Funds, Business Valuation, Equities, Leveraged Finance
Education
Harvard Business School 2009 — 2011
MBA
The University of Georgia 2001 — 2005
B.A., Economics, Political Science
Jeffrey Parent Jeffrey Parent's McColl Partners Experience June 2012 - June 2014
Job Associate at Insight Equity
Industry Venture Capital & Private Equity
Experience
Insight Equity August 2014 - Present
Deloitte June 2013 - June 2014
McColl Partners June 2012 - June 2014
Luther King Capital Management August 2011 - June 2012
McColl Partners May 2011 - August 2011
TPG Capital May 2010 - May 2011
KBR May 2009 - August 2009
Education
Texas Christian University 2008 — 2012
Business, Finance and Accounting
St. Thomas High School 2004 — 2008
Insight Equity August 2014 - Present
Deloitte June 2013 - June 2014
McColl Partners June 2012 - June 2014
Luther King Capital Management August 2011 - June 2012
McColl Partners May 2011 - August 2011
TPG Capital May 2010 - May 2011
KBR May 2009 - August 2009
Education
Texas Christian University 2008 — 2012
Business, Finance and Accounting
St. Thomas High School 2004 — 2008
Sandeep Kalsi's McColl Partners Experience June 2008 - February 2010
Job Director Balance Sheet Risk & Stress Testing at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. May 2012 - Present
Ally Financial Inc. April 2010 - May 2012
McColl Partners June 2008 - February 2010
Kelley School of Business - Indiana University August 2006 - May 2008
Piper Jaffray & Co. May 2007 - August 2007
Accenture May 2001 - July 2006
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Mergers & Acquisitions, Private Equity, Investment Banking, Analysis, Strategic Partnerships, Banking, Contract Negotiation, DCF, Six Sigma, Negotiation, Business Process, IPO, Sales, LBO, Corporate Finance, Customer Service, Forecasting, Business Analysis, Competitive Analysis, Data Analysis, Executive Management, Internal Audit, Finance
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance & Quantatitive Modeling
Indiana University - Kelley School of Business 1996 — 2000
BS, Computer Information Systems (Business)
Ally Financial Inc. May 2012 - Present
Ally Financial Inc. April 2010 - May 2012
McColl Partners June 2008 - February 2010
Kelley School of Business - Indiana University August 2006 - May 2008
Piper Jaffray & Co. May 2007 - August 2007
Accenture May 2001 - July 2006
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Mergers & Acquisitions, Private Equity, Investment Banking, Analysis, Strategic Partnerships, Banking, Contract Negotiation, DCF, Six Sigma, Negotiation, Business Process, IPO, Sales, LBO, Corporate Finance, Customer Service, Forecasting, Business Analysis, Competitive Analysis, Data Analysis, Executive Management, Internal Audit, Finance
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance & Quantatitive Modeling
Indiana University - Kelley School of Business 1996 — 2000
BS, Computer Information Systems (Business)
Robin Yacovetta's McColl Partners Experience December 2006 - January 2008
Job Associate The Trust Company of the South
Industry Financial Services
Experience
Trust Company of the South January 2008 - Present
McColl Partners December 2006 - January 2008
TIAA-CREF April 2002 - November 2006
TIAA-CREF February 1998 - June 1999
Portfolio Management Consultants February 1996 - March 1998
Lincoln Trust Company June 1993 - February 1996
Skills
Mergers & Acquisitions, Strategy, Investments, Wealth Management, Securities, Retirement Planning, Finance, Insurance, Asset Management, Investment Advisory, Relationship Management, Alternative Investments, Portfolio Management, Financial Planning, Mutual Funds, Asset Allocation, Financial Advisory, Wealth, Financial Services, High Net Worth..., Investment Strategies, Management, Fixed Annuities, Retirement, Marketing, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Finance, General
Saint Mary's College 1989 — 1993
Bachelor's degree, Counseling Psychology
Trust Company of the South January 2008 - Present
McColl Partners December 2006 - January 2008
TIAA-CREF April 2002 - November 2006
TIAA-CREF February 1998 - June 1999
Portfolio Management Consultants February 1996 - March 1998
Lincoln Trust Company June 1993 - February 1996
Skills
Mergers & Acquisitions, Strategy, Investments, Wealth Management, Securities, Retirement Planning, Finance, Insurance, Asset Management, Investment Advisory, Relationship Management, Alternative Investments, Portfolio Management, Financial Planning, Mutual Funds, Asset Allocation, Financial Advisory, Wealth, Financial Services, High Net Worth..., Investment Strategies, Management, Fixed Annuities, Retirement, Marketing, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Finance, General
Saint Mary's College 1989 — 1993
Bachelor's degree, Counseling Psychology
Erskine Love's McColl Partners Experience June 2011 - June 2013
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
KKR July 2013 - July 2015
McColl Partners June 2011 - June 2013
Willamette Management Associates July 2010 - August 2010
Printpack, Inc June 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Logistics, Financial Modeling, Valuation, Economics, Project Teams, Investment Banking, Corporate Finance, Private Equity, Data Analysis, Due Diligence, Finance
Education
Duke University 2007 — 2011
Bachelor of Science in Engineering, Mechanical Engineering and Materials Science
Duke University - Pratt School of Engineering 2007 — 2011
Bachelor of Science, Mechanical Engineering and Materials Science
Stanford GSB Summer Institute for General Management 2010 — 2010
The Westminster Schools 1994 — 2007
HS Diploma
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance, General Management
KKR July 2013 - July 2015
McColl Partners June 2011 - June 2013
Willamette Management Associates July 2010 - August 2010
Printpack, Inc June 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Logistics, Financial Modeling, Valuation, Economics, Project Teams, Investment Banking, Corporate Finance, Private Equity, Data Analysis, Due Diligence, Finance
Education
Duke University 2007 — 2011
Bachelor of Science in Engineering, Mechanical Engineering and Materials Science
Duke University - Pratt School of Engineering 2007 — 2011
Bachelor of Science, Mechanical Engineering and Materials Science
Stanford GSB Summer Institute for General Management 2010 — 2010
The Westminster Schools 1994 — 2007
HS Diploma
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance, General Management
Chris Parides's McColl Partners Experience 2012 - 2012
Job Associate at Deloitte Corporate Finance LLC (formerly McColl Partners)
Industry Investment Banking
Experience
Deloitte Corporate Finance LLC (formerly McColl Partners) July 2013 - Present
McColl Partners 2012 - 2012
PRTM Management Consultants June 2010 - April 2011
PRTM Management Consultants August 2008 - June 2010
Greystripe May 2007 - August 2007
UBS Wealth Management USA June 2006 - August 2006
YesVideo Inc May 2005 - August 2005
Skills
Business Strategy, Financial Modeling, Due Diligence, Valuation, Corporate Development, Management Consulting, Strategic Consulting, Mergers & Acquisitions, Strategy, Venture Capital, Private Equity, Business Transformation, Acquisition Integration, Market Entry, Competitive Analysis, Financial Analysis, Management
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA, Finance, General
Duke University 2004 — 2008
BSE, BS, Electrical Engineering, Economics
Los Gatos High School 2000 — 2004
Deloitte Corporate Finance LLC (formerly McColl Partners) July 2013 - Present
McColl Partners 2012 - 2012
PRTM Management Consultants June 2010 - April 2011
PRTM Management Consultants August 2008 - June 2010
Greystripe May 2007 - August 2007
UBS Wealth Management USA June 2006 - August 2006
YesVideo Inc May 2005 - August 2005
Skills
Business Strategy, Financial Modeling, Due Diligence, Valuation, Corporate Development, Management Consulting, Strategic Consulting, Mergers & Acquisitions, Strategy, Venture Capital, Private Equity, Business Transformation, Acquisition Integration, Market Entry, Competitive Analysis, Financial Analysis, Management
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA, Finance, General
Duke University 2004 — 2008
BSE, BS, Electrical Engineering, Economics
Los Gatos High School 2000 — 2004
Will Cimino's McColl Partners Experience June 2011 - June 2013
Job Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group July 2014 - Present
Deloitte Corporate Finance (Acquired McColl Partners in June 2013) June 2013 - June 2014
McColl Partners June 2011 - June 2013
McColl Partners June 2010 - June 2011
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's Degree, Business Administration
The Carlyle Group July 2014 - Present
Deloitte Corporate Finance (Acquired McColl Partners in June 2013) June 2013 - June 2014
McColl Partners June 2011 - June 2013
McColl Partners June 2010 - June 2011
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's Degree, Business Administration
Kathryn Howell Dalton's McColl Partners Experience 2001 - 2003
Job Calligrapher, Designer of Invitations and Paper Goods
Industry Printing
Experience
Elson & Company November 2007 - June 2009
Grenfell Architecture, PLLC April 2005 - May 2008
McColl Fine Art January 2003 - April 2005
McColl Partners 2001 - 2003
Bowles Hollowell Conner/First Union 1999 - 2001
Skills
Media Relations, Strategic Communications, Public Relations, Marketing, Nonprofits, Social Media, Editing, Fundraising, Press Releases
Education
University of North Carolina at Chapel Hill 1993 — 1997
Elson & Company November 2007 - June 2009
Grenfell Architecture, PLLC April 2005 - May 2008
McColl Fine Art January 2003 - April 2005
McColl Partners 2001 - 2003
Bowles Hollowell Conner/First Union 1999 - 2001
Skills
Media Relations, Strategic Communications, Public Relations, Marketing, Nonprofits, Social Media, Editing, Fundraising, Press Releases
Education
University of North Carolina at Chapel Hill 1993 — 1997
Holly Overdyke's McColl Partners Experience March 2003 - May 2004
Job President / Sales Consultant
Industry Insurance
Experience
actiVB Consulting April 2015 - Present
Unum July 2004 - March 2015
McColl Partners March 2003 - May 2004
Skills
Disability Insurance, Group Insurance, Long Term Care Insurance, Sales, Employee Benefits, Life Insurance, Customer Service, Long-term Care, Voluntary Employee..., Workers Compensation, Insurance, Health Insurance, Brokers, Underwriting, Benefits Administration, Term Life Insurance, Critical Illness, Strategic Planning
Education
Kutztown University of Pennsylvania 1997 — 2001
Bachelor of Science (B.S.), Secondary Education / English
actiVB Consulting April 2015 - Present
Unum July 2004 - March 2015
McColl Partners March 2003 - May 2004
Skills
Disability Insurance, Group Insurance, Long Term Care Insurance, Sales, Employee Benefits, Life Insurance, Customer Service, Long-term Care, Voluntary Employee..., Workers Compensation, Insurance, Health Insurance, Brokers, Underwriting, Benefits Administration, Term Life Insurance, Critical Illness, Strategic Planning
Education
Kutztown University of Pennsylvania 1997 — 2001
Bachelor of Science (B.S.), Secondary Education / English
Amanda Scanlon's McColl Partners Experience August 2007 - Present
Job Administrative Assistant for Financial Analysts at McColl Partners
Industry Banking
Experience
McColl Partners August 2007 - Present
The University of North Carolina at Charlotte 2005 - 2007
Education
University of North Carolina at Charlotte 2003 — 2007
McColl Partners August 2007 - Present
The University of North Carolina at Charlotte 2005 - 2007
Education
University of North Carolina at Charlotte 2003 — 2007
Tino Tovo's McColl Partners Experience 2007 - 2009
Job Corporate Development and Strategy at ACE Cash Express
Industry Financial Services
Experience
ACE Cash Express 2010 - Present
CAP Venture Capital 2009 - 2010
McColl Partners 2007 - 2009
Skills
Mergers, Acquisition Integration, Corporate Finance, Private Equity, Acquisition Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Business Valuation, Corporate Development, Forecasting, Analytics, Management Consulting, Business Strategy, Negotiation, LBO, Strategy, Private Placements, Venture Capital, Due Diligence, Management, Valuation, M&A experience, Investments
Education
Southern Methodist University 2014 — 2016
Executive Master of Business Administration (EMBA)
Washington and Lee University 2003 — 2007
B.A., Economics, Cum Laude
Holy Trinity College Mar del Plata 1989 — 2002
High school, Bilingual IB Diploma
ACE Cash Express 2010 - Present
CAP Venture Capital 2009 - 2010
McColl Partners 2007 - 2009
Skills
Mergers, Acquisition Integration, Corporate Finance, Private Equity, Acquisition Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Business Valuation, Corporate Development, Forecasting, Analytics, Management Consulting, Business Strategy, Negotiation, LBO, Strategy, Private Placements, Venture Capital, Due Diligence, Management, Valuation, M&A experience, Investments
Education
Southern Methodist University 2014 — 2016
Executive Master of Business Administration (EMBA)
Washington and Lee University 2003 — 2007
B.A., Economics, Cum Laude
Holy Trinity College Mar del Plata 1989 — 2002
High school, Bilingual IB Diploma
Andrew Sweet's McColl Partners Experience 2006 - 2008
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. January 2012 - Present
Stephens Inc. September 2010 - December 2011
Hyde Park Capital Partners, LLC 2008 - 2010
McColl Partners 2006 - 2008
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Mergers, Financial Modeling, Capital Markets, LBO, Series 7, M, Series 63
Education
Furman University
Economics
Stephens Inc. January 2012 - Present
Stephens Inc. September 2010 - December 2011
Hyde Park Capital Partners, LLC 2008 - 2010
McColl Partners 2006 - 2008
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Mergers, Financial Modeling, Capital Markets, LBO, Series 7, M, Series 63
Education
Furman University
Economics
Jamie Lewin's McColl Partners Experience June 2001 - June 2013
Job Managing Director at Deloitte Corporate Finance Advisory
Industry Investment Banking
Experience
Deloitte Corporate Finance June 2013 - Present
McColl Partners June 2001 - June 2013
Education
Queen's University
Deloitte Corporate Finance June 2013 - Present
McColl Partners June 2001 - June 2013
Education
Queen's University
Dave DeMasi's McColl Partners Experience 2006 - 2008
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company 2013 - Present
Barter Information Markets 2012 - 2013
Green Ivy Health 2010 - 2012
GTCR Golder Rauner 2008 - 2010
McColl Partners 2006 - 2008
Skills
Mergers, Financial Modeling, Private Equity, Business Strategy, Entrepreneurship, Technology, Healthcare Information..., Information Technology, Financial Analysis, Capital Raising, Corporate Development, Mergers & Acquisitions
Education
Harvard Business School 2010 — 2012
MBA
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
McKinsey & Company 2013 - Present
Barter Information Markets 2012 - 2013
Green Ivy Health 2010 - 2012
GTCR Golder Rauner 2008 - 2010
McColl Partners 2006 - 2008
Skills
Mergers, Financial Modeling, Private Equity, Business Strategy, Entrepreneurship, Technology, Healthcare Information..., Information Technology, Financial Analysis, Capital Raising, Corporate Development, Mergers & Acquisitions
Education
Harvard Business School 2010 — 2012
MBA
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
david vorhoff's McColl Partners Experience 2001 - 2013
Job SVP, Corporate Development at Premier, Inc.
Industry Hospital & Health Care
Experience
Premier, Inc. August 2015 - Present
Deloitte Corporate Finance 2013 - August 2015
McColl Partners 2001 - 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1981
MBA
University of North Carolina at Chapel Hill 1973 — 1977
BA, Interdisciplinary Studies - Political Economies
Premier, Inc. August 2015 - Present
Deloitte Corporate Finance 2013 - August 2015
McColl Partners 2001 - 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1981
MBA
University of North Carolina at Chapel Hill 1973 — 1977
BA, Interdisciplinary Studies - Political Economies
Neal Robinson's McColl Partners Experience June 2011 - June 2013
Job Senior Associate at The Stagwell Group
Industry Venture Capital & Private Equity
Experience
The Stagwell Group August 2015 - Present
The Carlyle Group July 2013 - July 2015
McColl Partners June 2011 - June 2013
McColl Partners May 2010 - August 2010
Raymond James Financial May 2009 - June 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Due Diligence, Venture Capital, Corporate Development, Investment Banking, Mergers & Acquisitions, Business Valuation, LBO, Capital Markets, Investments, Bloomberg
Education
Baylor University - Hankamer School of Business 2007 — 2011
BBA, Business Fellows, Finance, Economics
London School of Economics and Political Science 2009 — 2009
The Stagwell Group August 2015 - Present
The Carlyle Group July 2013 - July 2015
McColl Partners June 2011 - June 2013
McColl Partners May 2010 - August 2010
Raymond James Financial May 2009 - June 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Due Diligence, Venture Capital, Corporate Development, Investment Banking, Mergers & Acquisitions, Business Valuation, LBO, Capital Markets, Investments, Bloomberg
Education
Baylor University - Hankamer School of Business 2007 — 2011
BBA, Business Fellows, Finance, Economics
London School of Economics and Political Science 2009 — 2009
Will Manderscheid's McColl Partners Experience June 2009 - June 2011
Job Analyst at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. July 2015 - Present
Alyeska Investment Group June 2014 - September 2014
Sentinel Capital Partners August 2011 - July 2013
McColl Partners June 2009 - June 2011
Skills
Valuation, Investment Banking, Financial Modeling, Microsoft Excel, Due Diligence, Private Equity, Venture Capital, Corporate Finance, LBO, Corporate Development, M&A experience, Bloomberg, Capital Markets, Investments, Finance, Equities
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
B.S. Commerce, Finance, Management
The Landon School 1999 — 2005
Carlson Capital, L.P. July 2015 - Present
Alyeska Investment Group June 2014 - September 2014
Sentinel Capital Partners August 2011 - July 2013
McColl Partners June 2009 - June 2011
Skills
Valuation, Investment Banking, Financial Modeling, Microsoft Excel, Due Diligence, Private Equity, Venture Capital, Corporate Finance, LBO, Corporate Development, M&A experience, Bloomberg, Capital Markets, Investments, Finance, Equities
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
B.S. Commerce, Finance, Management
The Landon School 1999 — 2005
Matthew Andolino's McColl Partners Experience May 2004 - August 2004
Job Finance Professional/Consultant
Industry Financial Services
Experience
Price Waterhouse Coopers May 2010 - June 2012
MDON-LINE,Inc. May 2009 - April 2010
Alvarez & Marsal May 2008 - August 2008
Alvarez & Marsal May 2007 - August 2007
McColl Partners May 2004 - August 2004
Skills
Private Equity, Analysis, Tax, Finance, Auditing
Education
Lehigh University 2005 — 2009
BS, Finance
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science, Finance
Price Waterhouse Coopers May 2010 - June 2012
MDON-LINE,Inc. May 2009 - April 2010
Alvarez & Marsal May 2008 - August 2008
Alvarez & Marsal May 2007 - August 2007
McColl Partners May 2004 - August 2004
Skills
Private Equity, Analysis, Tax, Finance, Auditing
Education
Lehigh University 2005 — 2009
BS, Finance
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science, Finance
Matthew Handorf's McColl Partners Experience June 2005 - June 2007
Job Graham Partners
Industry Investment Management
Experience
Graham Partners, LP May 2010 - Present
American Capital July 2007 - May 2009
McColl Partners June 2005 - June 2007
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Finance and General Management
Davidson College 2001 — 2005
BA, Economics and French
Graham Partners, LP May 2010 - Present
American Capital July 2007 - May 2009
McColl Partners June 2005 - June 2007
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Finance and General Management
Davidson College 2001 — 2005
BA, Economics and French
Amanda Luttrell's McColl Partners Experience December 2010 - November 2012
Job Associate at Endeavour Capital
Industry Venture Capital & Private Equity
Experience
Endeavour Capital January 2013 - Present
McColl Partners December 2010 - November 2012
McColl Partners July 2009 - December 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Investment Banking, Business Valuation, Mergers & Acquisitions, LBO, Venture Capital, Corporate Development, Due Diligence
Education
Brown University 2005 — 2009
BA, Economics
Stuart Hall School 2002 — 2005
Endeavour Capital January 2013 - Present
McColl Partners December 2010 - November 2012
McColl Partners July 2009 - December 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Investment Banking, Business Valuation, Mergers & Acquisitions, LBO, Venture Capital, Corporate Development, Due Diligence
Education
Brown University 2005 — 2009
BA, Economics
Stuart Hall School 2002 — 2005
Ben Justus's McColl Partners Experience October 2011 - May 2012
Job Associate at The Pinkard Group
Industry Venture Capital & Private Equity
Experience
The Pinkard Group September 2015 - Present
Jefferies LLC December 2013 - September 2015
Grubb Properties April 2013 - December 2013
Precision July 2012 - April 2013
McColl Partners October 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Commercial Real Estate, Economics, Real Estate Economics, Leveraged Finance, Argus Modeling, Real Estate Development, Commercial Real Estate..., Commercial Real Estate..., Cash Flow Forecasting
Education
Davidson College 2007 — 2011
Bachelor's Degree, Economics, Magna Cum Laude
The Pinkard Group September 2015 - Present
Jefferies LLC December 2013 - September 2015
Grubb Properties April 2013 - December 2013
Precision July 2012 - April 2013
McColl Partners October 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Commercial Real Estate, Economics, Real Estate Economics, Leveraged Finance, Argus Modeling, Real Estate Development, Commercial Real Estate..., Commercial Real Estate..., Cash Flow Forecasting
Education
Davidson College 2007 — 2011
Bachelor's Degree, Economics, Magna Cum Laude
Taylor Vickrey's McColl Partners Experience September 2012 - June 2013
Job Senior Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Deloitte Corporate Finance June 2013 - July 2015
McColl Partners September 2012 - June 2013
Bank of America March 2010 - March 2012
Bank of the Ozarks - Charlotte, NC LPO November 2004 - December 2009
SouthTrust Bank May 2001 - November 2004
Skills
Banking, Commercial Banking, Contract Negotiation, Credit, Portfolio Management, Credit Analysis, Loans, Business Development, Commercial Mortgages, Commercial Lending
Education
Appalachian State University 1991 — 1995
Bachelor of Arts, English
West Charlotte High School
Wells Fargo July 2015 - Present
Deloitte Corporate Finance June 2013 - July 2015
McColl Partners September 2012 - June 2013
Bank of America March 2010 - March 2012
Bank of the Ozarks - Charlotte, NC LPO November 2004 - December 2009
SouthTrust Bank May 2001 - November 2004
Skills
Banking, Commercial Banking, Contract Negotiation, Credit, Portfolio Management, Credit Analysis, Loans, Business Development, Commercial Mortgages, Commercial Lending
Education
Appalachian State University 1991 — 1995
Bachelor of Arts, English
West Charlotte High School
Nick Hansell's McColl Partners Experience 2012 - June 2013
Job Associate Deloitte Corporate Finance at Deloitte
Industry Investment Banking
Experience
Deloitte June 2013 - Present
McColl Partners 2012 - June 2013
Kellogg School of Management August 2010 - May 2012
Bank of America Merrill Lynch January 2009 - July 2010
Bank of America October 2006 - December 2008
Bank of America April 2005 - October 2006
Skills
Private Equity, Investment Banking, Venture Capital, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Davidson College 2000 — 2004
BS, Physics
Deloitte June 2013 - Present
McColl Partners 2012 - June 2013
Kellogg School of Management August 2010 - May 2012
Bank of America Merrill Lynch January 2009 - July 2010
Bank of America October 2006 - December 2008
Bank of America April 2005 - October 2006
Skills
Private Equity, Investment Banking, Venture Capital, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Davidson College 2000 — 2004
BS, Physics
R Gibson's McColl Partners Experience 2001 - 2004
Job Business Consultant at The Leona M and Harry B Helmsley Charitable Trust
Industry Nonprofit Organization Management
Experience
The Leona M and Harry B Helmsley Charitable Trust October 2014 - Present
Johnson Controls January 2000 - September 2006
McColl Partners 2001 - 2004
Skills
Executive Management, Business Planning, Business Strategy, Human Resources, New Business Development, Non-profit Volunteer, Non-profit Board..., Leadership, Time Management, Consultants, Computer Proficiency, Fundraising, Investment Management, Media Relations, Public Speaking, Public Relations, Creative Problem Solving, Community Outreach, Volunteer Recruiting, Customer Service, Event Planning, Microsoft Office, Management, Nonprofits, Social Media, Social Networking
Education
NYU Stern School of Business
Bachelor of Business Administration (B.B.A.), Minor in Politics., Management and Organizations, 3.8
Duke University 2014 — 2016
Master’s Degree, Political Science and Government
The Leona M and Harry B Helmsley Charitable Trust October 2014 - Present
Johnson Controls January 2000 - September 2006
McColl Partners 2001 - 2004
Skills
Executive Management, Business Planning, Business Strategy, Human Resources, New Business Development, Non-profit Volunteer, Non-profit Board..., Leadership, Time Management, Consultants, Computer Proficiency, Fundraising, Investment Management, Media Relations, Public Speaking, Public Relations, Creative Problem Solving, Community Outreach, Volunteer Recruiting, Customer Service, Event Planning, Microsoft Office, Management, Nonprofits, Social Media, Social Networking
Education
NYU Stern School of Business
Bachelor of Business Administration (B.B.A.), Minor in Politics., Management and Organizations, 3.8
Duke University 2014 — 2016
Master’s Degree, Political Science and Government
Derek Brown's McColl Partners Experience 2002 - 2004
Job Analyst at Graham Partners
Industry Investment Management
Experience
Graham Partners September 2014 - Present
Glen Eden Capital, LLC March 2013 - August 2014
Fox Point Capital Management, LLC January 2012 - February 2013
Fox Point Capital Management, LLC July 2009 - December 2011
lululemon athletica 2006 - 2007
Advent International 2004 - 2006
McColl Partners 2002 - 2004
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Reporting, Due Diligence, Venture Capital, Corporate Finance, Investments, Mergers & Acquisitions, Hedge Funds, Financial Analysis, Corporate Development, Equities, LBO
Education
Harvard Business School 2007 — 2009
MBA
Davidson College 1998 — 2002
BA, Economics
Graham Partners September 2014 - Present
Glen Eden Capital, LLC March 2013 - August 2014
Fox Point Capital Management, LLC January 2012 - February 2013
Fox Point Capital Management, LLC July 2009 - December 2011
lululemon athletica 2006 - 2007
Advent International 2004 - 2006
McColl Partners 2002 - 2004
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Reporting, Due Diligence, Venture Capital, Corporate Finance, Investments, Mergers & Acquisitions, Hedge Funds, Financial Analysis, Corporate Development, Equities, LBO
Education
Harvard Business School 2007 — 2009
MBA
Davidson College 1998 — 2002
BA, Economics
Paxton Badham's McColl Partners Experience 2005 - 2007
Job WSB & Company (wsbandcompany.com)
Industry Venture Capital & Private Equity
Experience
WSB & Company 2012 - Present
Carolina Tractor 2012 - 2012
The Carlyle Group 2007 - 2009
McColl Partners 2005 - 2007
Education
Harvard Business School
Duke University
WSB & Company 2012 - Present
Carolina Tractor 2012 - 2012
The Carlyle Group 2007 - 2009
McColl Partners 2005 - 2007
Education
Harvard Business School
Duke University
Peter Paras III's McColl Partners Experience May 2012 - August 2012
Job Associate at Sentinel Capital Partners
Industry Venture Capital & Private Equity
Experience
Sentinel Capital Partners August 2015 - Present
Deloitte Corporate Finance (McColl Partners) June 2013 - July 2015
McColl Partners May 2012 - August 2012
Cornerstone Capital Corporation May 2011 - August 2011
Cornerstone Capital Corporation May 2010 - August 2010
Skills
Investment Banking
Education
Davidson College 2009 — 2013
Bachelor's Degree, Philosophy & Political Science
The Columbus Academy 1996 — 2009
Sentinel Capital Partners August 2015 - Present
Deloitte Corporate Finance (McColl Partners) June 2013 - July 2015
McColl Partners May 2012 - August 2012
Cornerstone Capital Corporation May 2011 - August 2011
Cornerstone Capital Corporation May 2010 - August 2010
Skills
Investment Banking
Education
Davidson College 2009 — 2013
Bachelor's Degree, Philosophy & Political Science
The Columbus Academy 1996 — 2009
Jay Stafford's McColl Partners Experience June 2013 - June 2015
Job Associate at Oak Hill Capital
Industry Venture Capital & Private Equity
Experience
Oak Hill Capital July 2015 - Present
McColl Partners June 2013 - June 2015
SunTrust Robinson Humphrey May 2012 - August 2012
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Charlotte Latin School
Oak Hill Capital July 2015 - Present
McColl Partners June 2013 - June 2015
SunTrust Robinson Humphrey May 2012 - August 2012
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Charlotte Latin School
Morgan McAllister's McColl Partners Experience June 2008 - August 2009
Job personal trainer | lululemon educator
Industry Health, Wellness and Fitness
Experience
Park Cities Family YMCA October 2015 - Present
lululemon athletica August 2015 - Present
Sunset Ridge School District August 2014 - June 2015
Wilmette Public Schools August 2013 - June 2014
Charlotte Mecklenburg Schools August 2011 - June 2013
Novare Capital Management January 2010 - May 2010
McColl Partners June 2008 - August 2009
Skills
Tutoring, Classroom, Educational Leadership, Curriculum Design, Lesson Planning, Curriculum Development, Elementary Education, Teacher Training, Staff Development, Differentiated..., Classroom Management, Microsoft Office, Teaching
Education
Queens University of Charlotte 2010 — 2012
Master of Arts in Teaching, Elementary Education and Teaching
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Park Cities Family YMCA October 2015 - Present
lululemon athletica August 2015 - Present
Sunset Ridge School District August 2014 - June 2015
Wilmette Public Schools August 2013 - June 2014
Charlotte Mecklenburg Schools August 2011 - June 2013
Novare Capital Management January 2010 - May 2010
McColl Partners June 2008 - August 2009
Skills
Tutoring, Classroom, Educational Leadership, Curriculum Design, Lesson Planning, Curriculum Development, Elementary Education, Teacher Training, Staff Development, Differentiated..., Classroom Management, Microsoft Office, Teaching
Education
Queens University of Charlotte 2010 — 2012
Master of Arts in Teaching, Elementary Education and Teaching
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Accounting
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial