Navigant Capital Advisors
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Navigant Capital Advisors Employees
Employee
Years
Job
Industry
Steven Santiago, CFA Steven Santiago, CFA's Navigant Capital Advisors Experience August 2007 - August 2013
Job Partner at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC August 2013 - Present
Navigant Capital Advisors August 2007 - August 2013
Cochran Caronia Waller (now part of Macquarie Group) March 2006 - February 2007
Dresner Partners February 2005 - March 2006
Skills
Certification in..., Valuation, Financial Modeling, Corporate Finance, Private Equity, Investment Banking, Capital Markets, Financial Analysis, Due Diligence, Equity Research, Portfolio Management, Equities, Venture Capital, Hedge Funds, Corporate Development, Restructuring, Investments, Internal Controls, Mergers & Acquisitions, Emerging Markets, IPO, Asset Management, Business Valuation, Structured Finance, Financial Structuring, Finance, Fixed Income, Direct Lending, Chartered Financial..., Chartered Alternative..., Mergers, Equity Valuation, Alternative Investments, DCF
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science with Honors, Finance and Accountancy
White Oak Global Advisors, LLC August 2013 - Present
Navigant Capital Advisors August 2007 - August 2013
Cochran Caronia Waller (now part of Macquarie Group) March 2006 - February 2007
Dresner Partners February 2005 - March 2006
Skills
Certification in..., Valuation, Financial Modeling, Corporate Finance, Private Equity, Investment Banking, Capital Markets, Financial Analysis, Due Diligence, Equity Research, Portfolio Management, Equities, Venture Capital, Hedge Funds, Corporate Development, Restructuring, Investments, Internal Controls, Mergers & Acquisitions, Emerging Markets, IPO, Asset Management, Business Valuation, Structured Finance, Financial Structuring, Finance, Fixed Income, Direct Lending, Chartered Financial..., Chartered Alternative..., Mergers, Equity Valuation, Alternative Investments, DCF
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science with Honors, Finance and Accountancy
Jason Goodfriend Jason Goodfriend's Navigant Capital Advisors Experience March 2015 - Present
Job Accountant at eTechnologies, Inc.
Industry Accounting
Experience
eTechnologies, Inc. May 2015 - Present
Navigant Capital Advisors March 2015 - Present
Active Transportation Alliance July 2014 - Present
University of Illinois at Chicago, Business Learning Center August 2014 - Present
myFootpath July 2012 - March 2014
Skills
Research, Public Speaking, Quantitative Research, Financial Analysis, Investments, Finance, Microsoft Excel, Event Planning, Teamwork, Management, Leadership, Customer Service
Education
University of Illinois at Chicago 2012 — 2014
Bachelor of Science (B.S.), Finance
College of DuPage 2008 — 2009
Associate of Arts (A.A.), Music
eTechnologies, Inc. May 2015 - Present
Navigant Capital Advisors March 2015 - Present
Active Transportation Alliance July 2014 - Present
University of Illinois at Chicago, Business Learning Center August 2014 - Present
myFootpath July 2012 - March 2014
Skills
Research, Public Speaking, Quantitative Research, Financial Analysis, Investments, Finance, Microsoft Excel, Event Planning, Teamwork, Management, Leadership, Customer Service
Education
University of Illinois at Chicago 2012 — 2014
Bachelor of Science (B.S.), Finance
College of DuPage 2008 — 2009
Associate of Arts (A.A.), Music
Ashley Wheeler Ashley Wheeler's Navigant Capital Advisors Experience January 2010 - April 2012
Job Assistant Vice President at Quadrant Real Estate Advisors
Industry Accounting
Experience
Quadrant Real Estate Advisors January 2014 - Present
Carr, Riggs & Ingram, LLC April 2012 - December 2013
Navigant Capital Advisors January 2010 - April 2012
KPMG September 2007 - December 2009
Skills
CPA, Business Valuation, Financial Analysis, Forensic Accounting, Financial Reporting, SEC filings, Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, External Audit, Financial Modeling, Internal Audit, Due Diligence, Finance, Financial Audits, Valuation
Education
University of Florida 2002 — 2007
Master of Accounting and Bachelor of Science in Accounting, Accounting
Quadrant Real Estate Advisors January 2014 - Present
Carr, Riggs & Ingram, LLC April 2012 - December 2013
Navigant Capital Advisors January 2010 - April 2012
KPMG September 2007 - December 2009
Skills
CPA, Business Valuation, Financial Analysis, Forensic Accounting, Financial Reporting, SEC filings, Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, External Audit, Financial Modeling, Internal Audit, Due Diligence, Finance, Financial Audits, Valuation
Education
University of Florida 2002 — 2007
Master of Accounting and Bachelor of Science in Accounting, Accounting
Mitchell D. Kaye Mitchell D. Kaye's Navigant Capital Advisors Experience 2008 - 2010
Job BVF Partners L.P.
Industry Financial Services
Experience
BVF Partners L.P. September 2013 - Present
Aeolus Pharmaceuticals, Inc. May 2013 - Present
MedClaims Liaison 2009 - Present
Navigant Capital Advisors 2008 - 2010
Xmark Asset Management 1995 - 2008
Skills
Strategic Planning, Business Development, Business Strategy, Contract Negotiation, Shareholder Activism, Entrepreneurship, Due Diligence, Team Building, New Business Development, Venture Capital, Financial Analysis, Management Consulting, Negotiation, Strategy, Start-ups, Financial Modeling, Private Equity, Corporate Development, Mergers, Business Planning, Leadership, Healthcare, Executive Management, Hedge Funds, Management, Strategic Partnerships, Investor Relations, Investments, Restructuring
Education
Northwestern University School of Law 1992 — 1995
JD
Wesleyan University 1987 — 1991
BA, History and Political Science
Trinity School 1987 — 1987
BVF Partners L.P. September 2013 - Present
Aeolus Pharmaceuticals, Inc. May 2013 - Present
MedClaims Liaison 2009 - Present
Navigant Capital Advisors 2008 - 2010
Xmark Asset Management 1995 - 2008
Skills
Strategic Planning, Business Development, Business Strategy, Contract Negotiation, Shareholder Activism, Entrepreneurship, Due Diligence, Team Building, New Business Development, Venture Capital, Financial Analysis, Management Consulting, Negotiation, Strategy, Start-ups, Financial Modeling, Private Equity, Corporate Development, Mergers, Business Planning, Leadership, Healthcare, Executive Management, Hedge Funds, Management, Strategic Partnerships, Investor Relations, Investments, Restructuring
Education
Northwestern University School of Law 1992 — 1995
JD
Wesleyan University 1987 — 1991
BA, History and Political Science
Trinity School 1987 — 1987
Fred Liu's Navigant Capital Advisors Experience June 2006 - August 2006
Job Research Associate at New Street Research
Industry Investment Management
Experience
New Street Research January 2015 - Present
JP Morgan Asset Management April 2012 - 2014
JP Morgan Asset Management June 2011 - August 2011
Cohen & Steers June 2010 - August 2010
Oppenheimer & Co. August 2009 - December 2009
AXA Advisors June 2009 - August 2009
Navigant Capital Advisors June 2006 - August 2006
Education
New York University 2008 — 2012
B.S., Finance and International Business
Lakota West High School 2004 — 2008
H.S. Diploma
New Street Research January 2015 - Present
JP Morgan Asset Management April 2012 - 2014
JP Morgan Asset Management June 2011 - August 2011
Cohen & Steers June 2010 - August 2010
Oppenheimer & Co. August 2009 - December 2009
AXA Advisors June 2009 - August 2009
Navigant Capital Advisors June 2006 - August 2006
Education
New York University 2008 — 2012
B.S., Finance and International Business
Lakota West High School 2004 — 2008
H.S. Diploma
Jordan Tritt Jordan Tritt's Navigant Capital Advisors Experience August 2006 - December 2006
Job Controller and Product Manager at CentralBOS
Industry Professional Training & Coaching
Experience
CentralBOS March 2014 - Present
Innovolt June 2010 - February 2014
Pure EdgeUtainment, LLC February 2009 - May 2010
First Fidelity Mortgage January 2007 - January 2009
Navigant Capital Advisors August 2006 - December 2006
Skills
Cash Flow Management, Strategic Planning, Inventory Management, Financial Analysis, Forecasting, Financial Modeling, Mergers & Acquisitions, Budgets, Analysis, Accounting, Finance, Management, Strategy, Process Improvement, Managerial Finance, Leadership, Business Strategy, Business Development, Valuation, Investments, Project Management, Restructuring, Cash Management
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2006
Masters of Accounting, Accounting
State of Georgia
Passed Certified Public Accounting Exam
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelors of Business Administration, Accounting and Finance
CentralBOS March 2014 - Present
Innovolt June 2010 - February 2014
Pure EdgeUtainment, LLC February 2009 - May 2010
First Fidelity Mortgage January 2007 - January 2009
Navigant Capital Advisors August 2006 - December 2006
Skills
Cash Flow Management, Strategic Planning, Inventory Management, Financial Analysis, Forecasting, Financial Modeling, Mergers & Acquisitions, Budgets, Analysis, Accounting, Finance, Management, Strategy, Process Improvement, Managerial Finance, Leadership, Business Strategy, Business Development, Valuation, Investments, Project Management, Restructuring, Cash Management
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2006
Masters of Accounting, Accounting
State of Georgia
Passed Certified Public Accounting Exam
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelors of Business Administration, Accounting and Finance
Thomas Houlihan Thomas Houlihan's Navigant Capital Advisors Experience January 2004 - Present
Job Director Navigant Capital Advisors
Industry Capital Markets
Experience
Navigant Capital Advisors January 2004 - Present
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Financial Modeling, Restructuring, Finance, Structured Finance, Investment Banking, Strategy, Private Equity, Oil & Gas Industry, Power Generation, Power Plants, Credit Risk, Renewable Energy, Recapitalizations, Portfolio Management, Financial Analysis, Transaction Advisory..., Hedge Funds, Financial Statement..., Project Finance, Oil & Gas Exploration, Debt, Mergers, Financial Reporting, Investments, Accounting, budgeting, Financial Projection, Strategic Planning, Public Policy, Business Strategy, Business Planning, Forecasting, Budgets, Loans, Underwriting, Mezzanine, Start-ups, Business Development, Management, Leadership, Cross-functional Team..., Debt & Equity Financing, Fixed Income, Risk Management
Education
Vanderbilt University - Owen Graduate School of Management
MBA
Creighton University
BSBA
Navigant Capital Advisors January 2004 - Present
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Financial Modeling, Restructuring, Finance, Structured Finance, Investment Banking, Strategy, Private Equity, Oil & Gas Industry, Power Generation, Power Plants, Credit Risk, Renewable Energy, Recapitalizations, Portfolio Management, Financial Analysis, Transaction Advisory..., Hedge Funds, Financial Statement..., Project Finance, Oil & Gas Exploration, Debt, Mergers, Financial Reporting, Investments, Accounting, budgeting, Financial Projection, Strategic Planning, Public Policy, Business Strategy, Business Planning, Forecasting, Budgets, Loans, Underwriting, Mezzanine, Start-ups, Business Development, Management, Leadership, Cross-functional Team..., Debt & Equity Financing, Fixed Income, Risk Management
Education
Vanderbilt University - Owen Graduate School of Management
MBA
Creighton University
BSBA
Joseph Calvanico, MAI Joseph Calvanico, MAI's Navigant Capital Advisors Experience November 2013 - March 2015
Job President at Madison Appraisal, LLC
Industry Real Estate
Experience
Madison Appraisal, LLC March 2015 - Present
Navigant Capital Advisors November 2013 - March 2015
Hilco November 2012 - November 2013
Crowe Horwath LLP February 2010 - November 2012
Grant Thornton LLP July 2005 - February 2010
General Electric Company January 2001 - January 2005
KPMG LLP September 1992 - September 2001
Price Waterhouse January 1991 - January 1992
Morton Thiokol/Morton International January 1988 - January 1991
Valuation Research Corporation 1986 - 1987
Skills
Real Estate, Valuation, Property Tax, Appraisals, Real Estate Investment, Expert Witness, Machinery and Equipment..., Marine Survey &..., Aircraft Valuation, Fixed Asset Inventory..., Published Author, Tax, Analysis, Fixed Assets, Inventory Management, Bankruptcy, Tax Research, Due Diligence, Tax Advisory, Finance, Tax Law, Property, Accounting, Auditing, Real Estate Economics, Forensic Accounting, Financial Reporting, Commercial Real Estate, Investment Properties, Management, Sarbanes-Oxley Act, Leadership, Income Tax, Financial Analysis, US GAAP, SEC filings, Negotiation, GAAP, Internal Controls, International Tax, Mergers & Acquisitions, Tax Accounting, Sarbanes-Oxley, CPA, Private Equity, Restructuring, Business Valuation, Financial Modeling, Corporate Finance, Corporate Tax
Education
University of Wisconsin-Milwaukee
BA, Economics
The John Marshall Law School
MS, Real Estate Law
Waukesha North High School
Madison Appraisal, LLC March 2015 - Present
Navigant Capital Advisors November 2013 - March 2015
Hilco November 2012 - November 2013
Crowe Horwath LLP February 2010 - November 2012
Grant Thornton LLP July 2005 - February 2010
General Electric Company January 2001 - January 2005
KPMG LLP September 1992 - September 2001
Price Waterhouse January 1991 - January 1992
Morton Thiokol/Morton International January 1988 - January 1991
Valuation Research Corporation 1986 - 1987
Skills
Real Estate, Valuation, Property Tax, Appraisals, Real Estate Investment, Expert Witness, Machinery and Equipment..., Marine Survey &..., Aircraft Valuation, Fixed Asset Inventory..., Published Author, Tax, Analysis, Fixed Assets, Inventory Management, Bankruptcy, Tax Research, Due Diligence, Tax Advisory, Finance, Tax Law, Property, Accounting, Auditing, Real Estate Economics, Forensic Accounting, Financial Reporting, Commercial Real Estate, Investment Properties, Management, Sarbanes-Oxley Act, Leadership, Income Tax, Financial Analysis, US GAAP, SEC filings, Negotiation, GAAP, Internal Controls, International Tax, Mergers & Acquisitions, Tax Accounting, Sarbanes-Oxley, CPA, Private Equity, Restructuring, Business Valuation, Financial Modeling, Corporate Finance, Corporate Tax
Education
University of Wisconsin-Milwaukee
BA, Economics
The John Marshall Law School
MS, Real Estate Law
Waukesha North High School
Robert Kollar Robert Kollar's Navigant Capital Advisors Experience October 2006 - April 2008
Job Director, Financial Planning & Analysis at US LBM
Industry Financial Services
Experience
US LBM Holdings, LLC May 2015 - Present
Crowe Horwath LLP April 2008 - May 2015
Navigant Capital Advisors October 2006 - April 2008
KPMG US September 2004 - October 2006
KPMG US January 2004 - March 2004
Frankenmuth Insurance May 2001 - August 2002
Skills
Mergers, Mergers & Acquisitions, Corporate Finance, Accounting, Financial Services, Internal Controls, SEC filings, Financial Reporting, US GAAP, Financial Analysis, Due Diligence, CPA, Private Equity
Education
Villanova University 2004 — 2005
Masters of Science, Accounting
Michigan State University - The Eli Broad Graduate School of Management 2000 — 2003
Bachelor of Arts, Accounting
US LBM Holdings, LLC May 2015 - Present
Crowe Horwath LLP April 2008 - May 2015
Navigant Capital Advisors October 2006 - April 2008
KPMG US September 2004 - October 2006
KPMG US January 2004 - March 2004
Frankenmuth Insurance May 2001 - August 2002
Skills
Mergers, Mergers & Acquisitions, Corporate Finance, Accounting, Financial Services, Internal Controls, SEC filings, Financial Reporting, US GAAP, Financial Analysis, Due Diligence, CPA, Private Equity
Education
Villanova University 2004 — 2005
Masters of Science, Accounting
Michigan State University - The Eli Broad Graduate School of Management 2000 — 2003
Bachelor of Arts, Accounting
David Giesen David Giesen's Navigant Capital Advisors Experience April 2005 - Present
Job Managing Director at Navigant Capital Advisors
Industry Investment Banking
Experience
Navigant Capital Advisors April 2005 - Present
BearingPoint March 2003 - April 2005
Amtrak March 1999 - October 2002
Howe Barnes Hoefer & Arnett July 1997 - December 1998
Robert W. Baird & Co. March 1994 - February 1997
Kemper Securities, Inc. February 1992 - April 1994
Capital Resources Group, Inc. July 1989 - February 1992
Newspapers and Trade Journals June 1978 - July 1989
Skills
Valuation, Financial Advisory, Financial Forecasting, Mergers, Corporate Finance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Finance
Marquette University 1974 — 1978
BA, Journalism
Navigant Capital Advisors April 2005 - Present
BearingPoint March 2003 - April 2005
Amtrak March 1999 - October 2002
Howe Barnes Hoefer & Arnett July 1997 - December 1998
Robert W. Baird & Co. March 1994 - February 1997
Kemper Securities, Inc. February 1992 - April 1994
Capital Resources Group, Inc. July 1989 - February 1992
Newspapers and Trade Journals June 1978 - July 1989
Skills
Valuation, Financial Advisory, Financial Forecasting, Mergers, Corporate Finance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Finance
Marquette University 1974 — 1978
BA, Journalism
Badri Sridhar Badri Sridhar's Navigant Capital Advisors Experience September 2012 - April 2014
Job Advisory Services Manager at EY
Industry Financial Services
Experience
EY May 2014 - Present
Navigant Capital Advisors September 2012 - April 2014
Deloitte June 2010 - September 2012
IBM Global Services September 2007 - June 2010
Skills
Financial Modeling, Access, Accounting, VBA, Microsoft Excel, Valuation, Financial Reporting, SQL, PeopleSoft, Business Process..., Managerial Finance, Data Analysis, Basel II, Financial Analysis, Management Consulting, Mortgage Banking, Business Intelligence, FASB, Process Improvement, Business Analysis, Account Reconciliation, Federal Accounting, FMIS, Oracle Financials, Peoplesoft Financials, SOP 03-3, CCAR
Education
Penn State University 2003 — 2007
B.S., Accounting
EY May 2014 - Present
Navigant Capital Advisors September 2012 - April 2014
Deloitte June 2010 - September 2012
IBM Global Services September 2007 - June 2010
Skills
Financial Modeling, Access, Accounting, VBA, Microsoft Excel, Valuation, Financial Reporting, SQL, PeopleSoft, Business Process..., Managerial Finance, Data Analysis, Basel II, Financial Analysis, Management Consulting, Mortgage Banking, Business Intelligence, FASB, Process Improvement, Business Analysis, Account Reconciliation, Federal Accounting, FMIS, Oracle Financials, Peoplesoft Financials, SOP 03-3, CCAR
Education
Penn State University 2003 — 2007
B.S., Accounting
Gloria Pacheco Gloria Pacheco's Navigant Capital Advisors Experience 2005 - 2008
Job Finance Professional
Industry Management Consulting
Experience
Navigant Consulting 2008 - 2014
Navigant Capital Advisors 2005 - 2008
Mondelēz International 2002 - 2005
Education
The University of Chicago - Booth School of Business
MBA
Universidad del Pacífico (PE)
Bachelor's degree
Navigant Consulting 2008 - 2014
Navigant Capital Advisors 2005 - 2008
Mondelēz International 2002 - 2005
Education
The University of Chicago - Booth School of Business
MBA
Universidad del Pacífico (PE)
Bachelor's degree
Jeffrey Casas's Navigant Capital Advisors Experience January 2011 - December 2013
Job Senior Associate at SOLIC Capital
Industry Investment Banking
Experience
SOLIC Capital January 2014 - Present
Navigant Capital Advisors January 2011 - December 2013
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Due Diligence, Financial Analysis, Restructuring, Financial Advisory, Investment Banking, Mergers & Acquisitions, Hedge Funds, Venture Capital, Finance, Management, Capital Markets
Education
University of Illinois at Chicago 2010 — 2011
Bachelor of Science (BS), Finance, General
New Trier
SOLIC Capital January 2014 - Present
Navigant Capital Advisors January 2011 - December 2013
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Due Diligence, Financial Analysis, Restructuring, Financial Advisory, Investment Banking, Mergers & Acquisitions, Hedge Funds, Venture Capital, Finance, Management, Capital Markets
Education
University of Illinois at Chicago 2010 — 2011
Bachelor of Science (BS), Finance, General
New Trier
Anthony Opalka Anthony Opalka's Navigant Capital Advisors Experience May 2007 - July 2007
Job Associate Director at MetLife
Industry Real Estate
Experience
MetLife June 2013 - Present
Altus Group August 2010 - June 2013
PricewaterhouseCoopers June 2008 - July 2010
Navigant Capital Advisors May 2007 - July 2007
HTG Consultants June 2002 - July 2006
Skills
Argus, Dyna, Valuation, Real Estate Investment, Real Estate Finance, Real Estate, Commercial Real Estate, DCF Valuation, Cap Rates, Argus Modeling, Real Estate Economics, Due Diligence, Financial Modeling, Finance, Analysis, Investments, Appraisals, Market Analysis, Asset Management, Loans, Mortgage Lending, Investment Properties
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance and Accounting
University of Delaware 1998 — 2002
Bachelor of Science, Finance
Bergen Catholic
Bergen Catholic
MetLife June 2013 - Present
Altus Group August 2010 - June 2013
PricewaterhouseCoopers June 2008 - July 2010
Navigant Capital Advisors May 2007 - July 2007
HTG Consultants June 2002 - July 2006
Skills
Argus, Dyna, Valuation, Real Estate Investment, Real Estate Finance, Real Estate, Commercial Real Estate, DCF Valuation, Cap Rates, Argus Modeling, Real Estate Economics, Due Diligence, Financial Modeling, Finance, Analysis, Investments, Appraisals, Market Analysis, Asset Management, Loans, Mortgage Lending, Investment Properties
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance and Accounting
University of Delaware 1998 — 2002
Bachelor of Science, Finance
Bergen Catholic
Bergen Catholic
W. Scott Mattice, CPA W. Scott Mattice, CPA's Navigant Capital Advisors Experience July 2010 - August 2013
Job Director of Mergers & Acquisitions at iMedX
Industry Investment Banking
Experience
iMedX June 2015 - Present
TM Capital Corp. September 2013 - May 2015
Navigant Capital Advisors July 2010 - August 2013
U.S Senator Bob Corker August 2008 - December 2008
Skills
Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Capital Raising, Finance, Business Development, Due Diligence, Restructuring, Mergers, Acquisitions, Industry Research, Pitch Books, CPA, Series 7, Equities, Private Equity, LBO, Corporate Finance, Business Valuation, Divestitures, DCF, Precedent Transactions, Series 63
Education
The University of Tennessee at Chattanooga 2008 — 2009
Master of Accountancy Degree
University of Tennessee-Knoxville 2004 — 2008
Bachelor of Science in Accounting
McCallie School 2000 — 2004
High School Diploma
iMedX June 2015 - Present
TM Capital Corp. September 2013 - May 2015
Navigant Capital Advisors July 2010 - August 2013
U.S Senator Bob Corker August 2008 - December 2008
Skills
Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Capital Raising, Finance, Business Development, Due Diligence, Restructuring, Mergers, Acquisitions, Industry Research, Pitch Books, CPA, Series 7, Equities, Private Equity, LBO, Corporate Finance, Business Valuation, Divestitures, DCF, Precedent Transactions, Series 63
Education
The University of Tennessee at Chattanooga 2008 — 2009
Master of Accountancy Degree
University of Tennessee-Knoxville 2004 — 2008
Bachelor of Science in Accounting
McCallie School 2000 — 2004
High School Diploma
Laurel Choate Laurel Choate's Navigant Capital Advisors Experience December 2010 - December 2013
Job Financial Consulting
Industry Financial Services
Experience
Pierian Spring LLC January 2014 - Present
Navigant Capital Advisors December 2010 - December 2013
SageCrest March 2005 - January 2011
ING January 1994 - March 2005
Skills
Structured Finance, Financial Workout and..., Asset Management, Portfolio Management, Restructuring, Bankruptcy, Real Estate, Securitization, Capital Markets, Fixed Income, Private Equity, Valuation, Financial Modeling, Financial Structuring, Equities, Corporate Finance, Hedge Funds, Due Diligence, Mergers & Acquisitions, Bloomberg, Investments, Investment Banking, Venture Capital, Banking, Securities, Series 7, Credit Analysis, Corporate Development, Finance, Structured Products, Bonds, Derivatives, Cash Management
Education
Hamilton College 1983 — 1987
BA, History, Math and Computer Science
Citibank Credit Training Institute
Pierian Spring LLC January 2014 - Present
Navigant Capital Advisors December 2010 - December 2013
SageCrest March 2005 - January 2011
ING January 1994 - March 2005
Skills
Structured Finance, Financial Workout and..., Asset Management, Portfolio Management, Restructuring, Bankruptcy, Real Estate, Securitization, Capital Markets, Fixed Income, Private Equity, Valuation, Financial Modeling, Financial Structuring, Equities, Corporate Finance, Hedge Funds, Due Diligence, Mergers & Acquisitions, Bloomberg, Investments, Investment Banking, Venture Capital, Banking, Securities, Series 7, Credit Analysis, Corporate Development, Finance, Structured Products, Bonds, Derivatives, Cash Management
Education
Hamilton College 1983 — 1987
BA, History, Math and Computer Science
Citibank Credit Training Institute
Angel Delfi's Navigant Capital Advisors Experience 2005 - 2008
Job USI CONSULTING GROUP
Industry Publishing
Experience
USI Insurance Services October 2013 - Present
Navigant Capital Advisors 2005 - 2008
Junior Achievement of New York November 1998 - July 2006
Education
Katherine Gibbs School 1995 — 1997
associate, Business Administration
USI Insurance Services October 2013 - Present
Navigant Capital Advisors 2005 - 2008
Junior Achievement of New York November 1998 - July 2006
Education
Katherine Gibbs School 1995 — 1997
associate, Business Administration
Jordan Flicher's Navigant Capital Advisors Experience August 2012 - Present
Job Senior Valuation Consultant at Navigant Capital Advisors
Industry Financial Services
Experience
Navigant Capital Advisors August 2012 - Present
Illinois Business Consulting January 2010 - January 2012
Infinitedge Partners June 2011 - August 2011
Skills
Valuation, Finance, Financial Analysis, Due Diligence, Financial Modeling, Microsoft Excel, Process Improvement, Consulting, Data Analysis, Financial Reporting, Corporate Finance, Project Management, VBA, Business Analysis, Business Valuation, Accounting, Management Consulting, Risk Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Masters of Accounting Science, Accounting w/Finance Concentration
University of Illinois at Urbana-Champaign - College of Business 2008 — 2011
BS, Accounting
Navigant Capital Advisors August 2012 - Present
Illinois Business Consulting January 2010 - January 2012
Infinitedge Partners June 2011 - August 2011
Skills
Valuation, Finance, Financial Analysis, Due Diligence, Financial Modeling, Microsoft Excel, Process Improvement, Consulting, Data Analysis, Financial Reporting, Corporate Finance, Project Management, VBA, Business Analysis, Business Valuation, Accounting, Management Consulting, Risk Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Masters of Accounting Science, Accounting w/Finance Concentration
University of Illinois at Urbana-Champaign - College of Business 2008 — 2011
BS, Accounting
Tiffany S. Robinson Tiffany S. Robinson's Navigant Capital Advisors Experience February 2012 - July 2014
Job MBA Candidate at Goizueta Business School, Emory University
Industry Investment Banking
Experience
Emory University Goizueta Business School July 2014 - Present
Barclays Investment Bank June 2015 - August 2015
Navigant Capital Advisors February 2012 - July 2014
Freddie Mac June 2011 - March 2012
Freddie Mac November 2010 - June 2011
Freddie Mac June 2010 - November 2010
Freddie Mac May 2009 - August 2009
Pepco Holdings, Inc. May 2008 - September 2008
Georgetown University Press June 2007 - August 2007
National Academy of Sciences June 2006 - August 2006
Skills
Risk Management, Change Management, Valuation, Due Diligence, Process Improvement, Six Sigma, Governance, Strategy, Visio, Bloomberg, Financial Reporting, Business Modeling, Operational Risk, Risk Assessment, Financial Analysis, Business Process..., Data Analysis, Business Process..., Business Process Mapping, Minitab, PowerPoint, Word, Excel, Access, Microsoft Office, Spanish, Problem Solving, @Risk, STORM, Financial Modeling, Microsoft Excel
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
Emory University Goizueta Business School July 2014 - Present
Barclays Investment Bank June 2015 - August 2015
Navigant Capital Advisors February 2012 - July 2014
Freddie Mac June 2011 - March 2012
Freddie Mac November 2010 - June 2011
Freddie Mac June 2010 - November 2010
Freddie Mac May 2009 - August 2009
Pepco Holdings, Inc. May 2008 - September 2008
Georgetown University Press June 2007 - August 2007
National Academy of Sciences June 2006 - August 2006
Skills
Risk Management, Change Management, Valuation, Due Diligence, Process Improvement, Six Sigma, Governance, Strategy, Visio, Bloomberg, Financial Reporting, Business Modeling, Operational Risk, Risk Assessment, Financial Analysis, Business Process..., Data Analysis, Business Process..., Business Process Mapping, Minitab, PowerPoint, Word, Excel, Access, Microsoft Office, Spanish, Problem Solving, @Risk, STORM, Financial Modeling, Microsoft Excel
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
Mark Goodenow's Navigant Capital Advisors Experience June 2005 - September 2006
Job Partner at Propel International
Industry Airlines/Aviation
Experience
Propel International November 2011 - Present
CHC Helicopter March 2012 - May 2014
BDO Seidman February 2007 - November 2011
Goodenow Advisors September 2006 - March 2007
Navigant Capital Advisors June 2005 - September 2006
Zolfo Cooper May 2004 - May 2005
Deloitte Consulting December 1998 - May 2004
Aetna Industries, Inc. 1996 - 1997
Skills
Business Process..., Financial Modeling, Process Improvement, Restructuring, Management, Strategy, Business Strategy, Finance, Due Diligence, Financial Analysis, Business Planning, Mergers & Acquisitions, Managerial Finance, Analysis, Manufacturing, Business Valuation, Six Sigma, Aerospace, Supply Chain Management, Forecasting, Financial Reporting, Corporate Finance, Turn Around Management, Operations Management, Negotiation, Acquisition Integration, Accounting, Internal Controls, Executive Management, Strategic Financial..., Private Equity, Management Consulting, Automotive, Airlines, Sarbanes-Oxley Act, Internal Audit, Financial Planning, Data Analytics, Supply Chain..., Lean Manufacturing, Treasury Management, Operational Due..., Continuous Improvement, Business Integration, Cash Flow, Inventory Management, Lean Management, Global Distribution...
Education
Oakland University 1994 — 1998
Bachelor's Degree, Accounting and Finance
Propel International November 2011 - Present
CHC Helicopter March 2012 - May 2014
BDO Seidman February 2007 - November 2011
Goodenow Advisors September 2006 - March 2007
Navigant Capital Advisors June 2005 - September 2006
Zolfo Cooper May 2004 - May 2005
Deloitte Consulting December 1998 - May 2004
Aetna Industries, Inc. 1996 - 1997
Skills
Business Process..., Financial Modeling, Process Improvement, Restructuring, Management, Strategy, Business Strategy, Finance, Due Diligence, Financial Analysis, Business Planning, Mergers & Acquisitions, Managerial Finance, Analysis, Manufacturing, Business Valuation, Six Sigma, Aerospace, Supply Chain Management, Forecasting, Financial Reporting, Corporate Finance, Turn Around Management, Operations Management, Negotiation, Acquisition Integration, Accounting, Internal Controls, Executive Management, Strategic Financial..., Private Equity, Management Consulting, Automotive, Airlines, Sarbanes-Oxley Act, Internal Audit, Financial Planning, Data Analytics, Supply Chain..., Lean Manufacturing, Treasury Management, Operational Due..., Continuous Improvement, Business Integration, Cash Flow, Inventory Management, Lean Management, Global Distribution...
Education
Oakland University 1994 — 1998
Bachelor's Degree, Accounting and Finance
Ellen Larson Ellen Larson's Navigant Capital Advisors Experience February 2005 - April 2008
Job Managing Director at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting April 2008 - Present
Navigant Capital Advisors February 2005 - April 2008
American Appraisal Associates 2001 - 2005
KPMG 1997 - 2001
Price Waterhouse 1991 - 1997
Skills
Business Valuation, Valuation, Corporate Finance, Intangible Assets, Equities, Debt, Due Diligence, Financial Modeling, Restructuring, Financial Analysis, Private Equity, Litigation Support, Financial Reporting, Portfolio Management, Investments
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Accounting & Finance
Colgate University 1976 — 1980
BA, Fine Arts
FTI Consulting April 2008 - Present
Navigant Capital Advisors February 2005 - April 2008
American Appraisal Associates 2001 - 2005
KPMG 1997 - 2001
Price Waterhouse 1991 - 1997
Skills
Business Valuation, Valuation, Corporate Finance, Intangible Assets, Equities, Debt, Due Diligence, Financial Modeling, Restructuring, Financial Analysis, Private Equity, Litigation Support, Financial Reporting, Portfolio Management, Investments
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Accounting & Finance
Colgate University 1976 — 1980
BA, Fine Arts
Patrick Stewart's Navigant Capital Advisors Experience 2006 - 2008
Job Partner at Momentum Advisors, moadv.com
Industry Management Consulting
Experience
Momentum Advisors 2012 - Present
Clearview Brokerage, Inc. 2012 - Present
Barclaycard 2008 - 2012
Navigant Capital Advisors 2006 - 2008
CBIZ 2004 - 2006
FTI Consulting 2000 - 2004
Price Waterhouse 2000 - 2004
KPMG 1999 - 2000
Skills
Financial Modeling, Due Diligence, Mergers, Valuation, Restructuring, Portfolio Management, Investment Banking, Investments, Finance, Banking, Strategic Planning, Forensic Accounting, Series 7, Series 63, Real Estate, Mergers & Acquisitions, Business Planning, Financial Services, Private Equity, Financial Analysis, Corporate Finance, Analysis, Analytics, Management, Leadership, Strategic Financial..., Budgets, Financial Risk, Risk Management, Management Consulting, Financial Planning
Education
Tulane University 1993 — 1997
Bachelor of Science in Management, Accounting
Certified Insolvency and Restructuring Advisor (CIRA)
FINRA Series 7 and Series 63 Securities Licenses
Momentum Advisors 2012 - Present
Clearview Brokerage, Inc. 2012 - Present
Barclaycard 2008 - 2012
Navigant Capital Advisors 2006 - 2008
CBIZ 2004 - 2006
FTI Consulting 2000 - 2004
Price Waterhouse 2000 - 2004
KPMG 1999 - 2000
Skills
Financial Modeling, Due Diligence, Mergers, Valuation, Restructuring, Portfolio Management, Investment Banking, Investments, Finance, Banking, Strategic Planning, Forensic Accounting, Series 7, Series 63, Real Estate, Mergers & Acquisitions, Business Planning, Financial Services, Private Equity, Financial Analysis, Corporate Finance, Analysis, Analytics, Management, Leadership, Strategic Financial..., Budgets, Financial Risk, Risk Management, Management Consulting, Financial Planning
Education
Tulane University 1993 — 1997
Bachelor of Science in Management, Accounting
Certified Insolvency and Restructuring Advisor (CIRA)
FINRA Series 7 and Series 63 Securities Licenses
Matthew Rubin Matthew Rubin's Navigant Capital Advisors Experience November 2006 - May 2012
Job Managing Director at SOLIC Capital Advisors
Industry Capital Markets
Experience
SOLIC Capital Advisors June 2012 - Present
Navigant Capital Advisors November 2006 - May 2012
Protocol Marketing Group August 2002 - December 2005
Universal Access 2000 - 2003
Hewitt Associates 1998 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
M.B.A.
University of Kansas 1993 — 1997
Bachelor of Science
SOLIC Capital Advisors June 2012 - Present
Navigant Capital Advisors November 2006 - May 2012
Protocol Marketing Group August 2002 - December 2005
Universal Access 2000 - 2003
Hewitt Associates 1998 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
M.B.A.
University of Kansas 1993 — 1997
Bachelor of Science
Brandon Ellert Brandon Ellert's Navigant Capital Advisors Experience December 2008 - June 2012
Job Finance Associate Manager at PepsiCo
Industry Food & Beverages
Experience
PepsiCo July 2014 - Present
Compass Group Equity Partners December 2013 - Present
HBM Holdings June 2013 - August 2013
Navigant Capital Advisors December 2008 - June 2012
Brown Gibbons Lang & Co. June 2006 - September 2008
Skills
Valuation, Financial Modeling, Investment Banking, Business Valuation, Corporate Finance, Mergers, Financial Analysis, Due Diligence, Capital Markets, Equities, Venture Capital, Investments, Restructuring, Corporate Development, Strategy, Mergers & Acquisitions, LBO, DCF, Finance, Debt Restructuring
Education
Washington University in St. Louis 2012 — 2014
MBA Candidate, Strategy and Finance
Indiana University - Kelley School of Business 2002 — 2006
Finance
PepsiCo July 2014 - Present
Compass Group Equity Partners December 2013 - Present
HBM Holdings June 2013 - August 2013
Navigant Capital Advisors December 2008 - June 2012
Brown Gibbons Lang & Co. June 2006 - September 2008
Skills
Valuation, Financial Modeling, Investment Banking, Business Valuation, Corporate Finance, Mergers, Financial Analysis, Due Diligence, Capital Markets, Equities, Venture Capital, Investments, Restructuring, Corporate Development, Strategy, Mergers & Acquisitions, LBO, DCF, Finance, Debt Restructuring
Education
Washington University in St. Louis 2012 — 2014
MBA Candidate, Strategy and Finance
Indiana University - Kelley School of Business 2002 — 2006
Finance
Greg Cohn Greg Cohn's Navigant Capital Advisors Experience February 2004 - October 2007
Job PNC Capital Advisors senior business development officer
Industry Financial Services
Experience
PNC May 2015 - Present
Cancer Treatment Centers of America - Southeastern Regional Medical Center July 2012 - Present
Capital C, LLC September 2011 - May 2015
Airo Wireless March 2012 - February 2015
Source Capital July 2010 - August 2011
Atlanta Equity October 2007 - July 2010
Navigant Capital Advisors February 2004 - October 2007
Steven D. Bell & Company/Bell Partners, Inc. January 2003 - February 2004
Credit Suisse August 2001 - January 2003
The Coca-Cola Company January 1998 - April 1999
Skills
New Business Development, Alternative Investments, Management Consulting, Strategic Planning, Market Analysis, Private Equity, Venture Capital, Corporate Finance, Business Planning, Mergers, Portfolio Management, Team Building, Negotiation, Investments, Equities, Investment Banking
Education
Goizueta Business School, Emory University 1999 — 2001
MBA, Finance, General
University of Virginia 1990 — 1994
BA, Foreign Affairs
PNC May 2015 - Present
Cancer Treatment Centers of America - Southeastern Regional Medical Center July 2012 - Present
Capital C, LLC September 2011 - May 2015
Airo Wireless March 2012 - February 2015
Source Capital July 2010 - August 2011
Atlanta Equity October 2007 - July 2010
Navigant Capital Advisors February 2004 - October 2007
Steven D. Bell & Company/Bell Partners, Inc. January 2003 - February 2004
Credit Suisse August 2001 - January 2003
The Coca-Cola Company January 1998 - April 1999
Skills
New Business Development, Alternative Investments, Management Consulting, Strategic Planning, Market Analysis, Private Equity, Venture Capital, Corporate Finance, Business Planning, Mergers, Portfolio Management, Team Building, Negotiation, Investments, Equities, Investment Banking
Education
Goizueta Business School, Emory University 1999 — 2001
MBA, Finance, General
University of Virginia 1990 — 1994
BA, Foreign Affairs
Bryan Pyne Bryan Pyne's Navigant Capital Advisors Experience February 2008 - June 2010
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 2011 - Present
SunTrust Robinson Humphrey June 2010 - June 2011
Navigant Capital Advisors February 2008 - June 2010
Kiawah Partners July 2006 - January 2008
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Real Estate
Stephens Inc. July 2011 - Present
SunTrust Robinson Humphrey June 2010 - June 2011
Navigant Capital Advisors February 2008 - June 2010
Kiawah Partners July 2006 - January 2008
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Real Estate
Alan Kaplan Alan Kaplan's Navigant Capital Advisors Experience August 2011 - December 2013
Job Director at Grant Thornton LLP
Industry Real Estate
Experience
Grant Thornton LLP December 2013 - Present
Navigant Capital Advisors August 2011 - December 2013
American Appraisal Associates May 2007 - July 2011
Skills
Valuation, Business Valuation, Due Diligence, Appraisals, Financial Modeling, Financial Analysis, Private Equity, Real Estate, Mergers, Investments, Real Estate Economics, Financial Reporting, DCF, Portfolio Management, Real Estate Development, Finance, Management Consulting, Mergers & Acquisitions, Leases, Investment Properties, Brokerage
Education
Penn State University 1971 — 1976
Bachelors of Science, Marketing
North Schuylkill
Grant Thornton LLP December 2013 - Present
Navigant Capital Advisors August 2011 - December 2013
American Appraisal Associates May 2007 - July 2011
Skills
Valuation, Business Valuation, Due Diligence, Appraisals, Financial Modeling, Financial Analysis, Private Equity, Real Estate, Mergers, Investments, Real Estate Economics, Financial Reporting, DCF, Portfolio Management, Real Estate Development, Finance, Management Consulting, Mergers & Acquisitions, Leases, Investment Properties, Brokerage
Education
Penn State University 1971 — 1976
Bachelors of Science, Marketing
North Schuylkill
Dan Korczyk, CPA, ASA, ABV Dan Korczyk, CPA, ASA, ABV's Navigant Capital Advisors Experience November 2012 - April 2015
Job Senior Managing Director GlassRatner Advisory & Capital Group LLC
Industry Financial Services
Experience
GlassRatner Advisory & Capital Group LLC April 2015 - Present
Navigant Capital Advisors November 2012 - April 2015
Deloitte Financial Advisory Services LLP March 2011 - November 2012
American Appraisal January 2002 - December 2010
BellSouth Telecommunications 1994 - 2001
EY 1992 - 1994
Arthur Andersen 1987 - 1992
Skills
Start-ups, Mergers, Valuation, Forecasting, Telecommunications, Technology, Feasibility and..., Due Diligence, Financial Analysis, Mergers & Acquisitions, Business Valuation, Finance, Management, Leadership, Financial Modeling, Strategy, Strategic Planning, Consulting, Business Strategy, Corporate Finance, Accounting, Program Management, Strategic Financial..., Financial Planning
Education
DePaul University 1980 — 1981
MBA, Finance
University of Notre Dame - Mendoza College of Business 1976 — 1980
BBA, Management
GlassRatner Advisory & Capital Group LLC April 2015 - Present
Navigant Capital Advisors November 2012 - April 2015
Deloitte Financial Advisory Services LLP March 2011 - November 2012
American Appraisal January 2002 - December 2010
BellSouth Telecommunications 1994 - 2001
EY 1992 - 1994
Arthur Andersen 1987 - 1992
Skills
Start-ups, Mergers, Valuation, Forecasting, Telecommunications, Technology, Feasibility and..., Due Diligence, Financial Analysis, Mergers & Acquisitions, Business Valuation, Finance, Management, Leadership, Financial Modeling, Strategy, Strategic Planning, Consulting, Business Strategy, Corporate Finance, Accounting, Program Management, Strategic Financial..., Financial Planning
Education
DePaul University 1980 — 1981
MBA, Finance
University of Notre Dame - Mendoza College of Business 1976 — 1980
BBA, Management
Douglas Brickley Douglas Brickley's Navigant Capital Advisors Experience May 2007 - September 2008
Job Managing Director at The Claro Group
Industry Management Consulting
Experience
The Claro Group January 2011 - Present
LECG September 2008 - December 2010
Navigant Capital Advisors May 2007 - September 2008
KPMG Advisory 2002 - 2007
FTI Consulting September 2002 - December 2002
Price Waterhouse Coopers 2000 - 2002
De Bellas & Co. 1998 - 2000
Janney Montgomery Scott 1995 - 1998
Price Waterhouse Coopers 1992 - 1995
Skills
Bankruptcy, Restructuring, Turnarounds, Valuation, Litigation Support, Due Diligence, Forensic Investigations, Divestitures, Management, Mergers, Finance, Business Valuation, Investments, Private Equity, Mergers & Acquisitions, Corporate Finance, Debt Restructuring, Forensic Analysis, Equities, Consulting, Turn Around Management, Management Consulting, Forensic Accounting, Strategy, M&A experience, Financial Analysis, Investment Banking, Banking, Executive Management, Corporate Governance, Financial Modeling, Financial Structuring, Fraud, Analysis, Litigation Consulting, Risk Management, Certified Fraud Examiner, Corporate Development, FCPA, SEC filings, Financial Advisory, Expert Witness, Acquisition Integration, LBO
Education
Baylor University - Hankamer School of Business 1990 — 1992
MBA, Finance
Texas A&M University 1986 — 1990
BS, Political Science
The Claro Group January 2011 - Present
LECG September 2008 - December 2010
Navigant Capital Advisors May 2007 - September 2008
KPMG Advisory 2002 - 2007
FTI Consulting September 2002 - December 2002
Price Waterhouse Coopers 2000 - 2002
De Bellas & Co. 1998 - 2000
Janney Montgomery Scott 1995 - 1998
Price Waterhouse Coopers 1992 - 1995
Skills
Bankruptcy, Restructuring, Turnarounds, Valuation, Litigation Support, Due Diligence, Forensic Investigations, Divestitures, Management, Mergers, Finance, Business Valuation, Investments, Private Equity, Mergers & Acquisitions, Corporate Finance, Debt Restructuring, Forensic Analysis, Equities, Consulting, Turn Around Management, Management Consulting, Forensic Accounting, Strategy, M&A experience, Financial Analysis, Investment Banking, Banking, Executive Management, Corporate Governance, Financial Modeling, Financial Structuring, Fraud, Analysis, Litigation Consulting, Risk Management, Certified Fraud Examiner, Corporate Development, FCPA, SEC filings, Financial Advisory, Expert Witness, Acquisition Integration, LBO
Education
Baylor University - Hankamer School of Business 1990 — 1992
MBA, Finance
Texas A&M University 1986 — 1990
BS, Political Science
Nick Praskelli Nick Praskelli's Navigant Capital Advisors Experience October 2011 - November 2013
Job AVP, Quantitative Analyst at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch December 2013 - Present
Navigant Capital Advisors October 2011 - November 2013
National Bank of Greece June 2007 - August 2007
Skills
Excel, Stata, Bloomberg, Thomson One, Bloomberg Terminal, Investments, Economics, Corporate Finance, Microsoft Word, Thompson One, Microsoft Excel, Financial Modeling, Equity Research, Financial Analysis, Data Analysis, Valuation, Analysis, Investment Banking, Due Diligence, Finance, Risk Management
Education
American University - Kogod School of Business
MS, Finance
University of Piraeus, Greece
Undergraduate, Banking & Financial Management
Bank of America Merrill Lynch December 2013 - Present
Navigant Capital Advisors October 2011 - November 2013
National Bank of Greece June 2007 - August 2007
Skills
Excel, Stata, Bloomberg, Thomson One, Bloomberg Terminal, Investments, Economics, Corporate Finance, Microsoft Word, Thompson One, Microsoft Excel, Financial Modeling, Equity Research, Financial Analysis, Data Analysis, Valuation, Analysis, Investment Banking, Due Diligence, Finance, Risk Management
Education
American University - Kogod School of Business
MS, Finance
University of Piraeus, Greece
Undergraduate, Banking & Financial Management
Vern Broders Vern Broders's Navigant Capital Advisors Experience January 2007 - February 2008
Job Director of Finance and Administration at Oral Health America
Industry Nonprofit Organization Management
Experience
Oral Health America October 2013 - Present
Gentry Partners, Ltd. January 2011 - October 2013
Broders & Associates September 2009 - October 2013
American Appraisal Associates March 2008 - August 2009
Navigant Capital Advisors January 2007 - February 2008
CharterMast Partners LLC November 2002 - December 2006
Selkirk Financial Technologies Inc. June 2001 - July 2002
EC Cubed, Inc. January 1999 - December 2001
Moore Integrated Customer Solutions January 1997 - January 1999
Treasury Strategies Inc. September 1994 - January 1997
Skills
Life Insurance Needs..., Business Valuation, Client Presentations, Mergers, Equities, Life Insurance, Client Presentation, Strategic Financial..., Financial Modeling, Insurance, Management Consulting, Entrepreneurship, Business Development, Risk Management, Investments, Valuation, Corporate Finance, Strategy, Forecasting, Finance, Mergers & Acquisitions, Executive Management, Strategic Planning, Investor Relations, Venture Capital, Acquisition Integration, Market Research, Securities, Management, Restructuring, Business Strategy, Asset Management, Auditing, Competitive Analysis, Negotiation, Due Diligence, Business Planning, Financial Services, Product Development, Cash Management, Banking, Start-ups, Cash Flow, Private Equity, Corporate Development, Financial Risk, Contract Negotiation, Portfolio Management, Leadership, International Business
Education
The University of Chicago Booth School of Business 1993 — 1994
MBA, Finance, Marketing
University of Nebraska-Lincoln 1970 — 1974
Business Administration, Accounting
Oral Health America October 2013 - Present
Gentry Partners, Ltd. January 2011 - October 2013
Broders & Associates September 2009 - October 2013
American Appraisal Associates March 2008 - August 2009
Navigant Capital Advisors January 2007 - February 2008
CharterMast Partners LLC November 2002 - December 2006
Selkirk Financial Technologies Inc. June 2001 - July 2002
EC Cubed, Inc. January 1999 - December 2001
Moore Integrated Customer Solutions January 1997 - January 1999
Treasury Strategies Inc. September 1994 - January 1997
Skills
Life Insurance Needs..., Business Valuation, Client Presentations, Mergers, Equities, Life Insurance, Client Presentation, Strategic Financial..., Financial Modeling, Insurance, Management Consulting, Entrepreneurship, Business Development, Risk Management, Investments, Valuation, Corporate Finance, Strategy, Forecasting, Finance, Mergers & Acquisitions, Executive Management, Strategic Planning, Investor Relations, Venture Capital, Acquisition Integration, Market Research, Securities, Management, Restructuring, Business Strategy, Asset Management, Auditing, Competitive Analysis, Negotiation, Due Diligence, Business Planning, Financial Services, Product Development, Cash Management, Banking, Start-ups, Cash Flow, Private Equity, Corporate Development, Financial Risk, Contract Negotiation, Portfolio Management, Leadership, International Business
Education
The University of Chicago Booth School of Business 1993 — 1994
MBA, Finance, Marketing
University of Nebraska-Lincoln 1970 — 1974
Business Administration, Accounting
Jerry Chang, CFA's Navigant Capital Advisors Experience September 2004 - Present
Job
Industry Management Consulting
Experience
Navigant Capital Advisors September 2004 - Present
Ernst & Young LLP January 2003 - September 2004
CareerBuilder, Inc. (formerly Headhunter.net) June 2000 - June 2002
KPMG LLP June 1995 - June 2000
Investors' Fiduciary Services, Inc. November 1991 - April 1994
Skills
Financial Reporting, Mergers, Valuation, Business Valuation, Restructuring, Healthcare Industry, Financial Modeling, Mergers & Acquisitions, Strategic Financial..., Financial Analysis, Forecasting, Strategic Planning, Competitive Analysis, Auditing, Investments, Analysis, Finance, Business Analysis, Corporate Development, Corporate Governance, Due Diligence, Leadership, Executive Management, Analytics, Management Consulting
Education
Emory University - Goizueta Business School 1994 — 1995
MBA
Georgia State University - J. Mack Robinson College of Business
BBA
Georgia Institute of Technology
Navigant Capital Advisors September 2004 - Present
Ernst & Young LLP January 2003 - September 2004
CareerBuilder, Inc. (formerly Headhunter.net) June 2000 - June 2002
KPMG LLP June 1995 - June 2000
Investors' Fiduciary Services, Inc. November 1991 - April 1994
Skills
Financial Reporting, Mergers, Valuation, Business Valuation, Restructuring, Healthcare Industry, Financial Modeling, Mergers & Acquisitions, Strategic Financial..., Financial Analysis, Forecasting, Strategic Planning, Competitive Analysis, Auditing, Investments, Analysis, Finance, Business Analysis, Corporate Development, Corporate Governance, Due Diligence, Leadership, Executive Management, Analytics, Management Consulting
Education
Emory University - Goizueta Business School 1994 — 1995
MBA
Georgia State University - J. Mack Robinson College of Business
BBA
Georgia Institute of Technology
Eric Keener Eric Keener's Navigant Capital Advisors Experience June 2015 - Present
Job Coowner/Founder at Acworth Beach Rentals
Industry Financial Services
Experience
Navigant Capital Advisors June 2015 - Present
Acworth Beach Rentals June 2014 - Present
EY January 2014 - March 2014
Atlanta Financial Associates, Inc. June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Financial Modeling, Leadership, Teamwork, Customer Service, Team Leadership, Analysis, Fundraising
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (BS), Accounting and Business/Management, Cum Laude
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), Economics, Cum Laude
East Paulding High School 2006 — 2010
Dual Seal Diploma with Distinction
Kennesaw State University
Navigant Capital Advisors June 2015 - Present
Acworth Beach Rentals June 2014 - Present
EY January 2014 - March 2014
Atlanta Financial Associates, Inc. June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Financial Modeling, Leadership, Teamwork, Customer Service, Team Leadership, Analysis, Fundraising
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (BS), Accounting and Business/Management, Cum Laude
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), Economics, Cum Laude
East Paulding High School 2006 — 2010
Dual Seal Diploma with Distinction
Kennesaw State University
Brett Goldman Brett Goldman's Navigant Capital Advisors Experience 2007 - 2009
Job Director at Match Point Partners LLC
Industry Investment Banking
Experience
Match Point Partners LLC May 2015 - Present
Match Point Partners May 2012 - May 2015
Epsilon Securities, LLC March 2009 - May 2012
Navigant Capital Advisors 2007 - 2009
Education
Emory University - Goizueta Business School 2001 — 2005
Bachelor of Business Administration (BBA)
Match Point Partners LLC May 2015 - Present
Match Point Partners May 2012 - May 2015
Epsilon Securities, LLC March 2009 - May 2012
Navigant Capital Advisors 2007 - 2009
Education
Emory University - Goizueta Business School 2001 — 2005
Bachelor of Business Administration (BBA)
Justin Fishman, CFA Justin Fishman, CFA's Navigant Capital Advisors Experience October 2006 - December 2007
Job Sr. Manager (Director), Transaction Advisory Services, Valuation & Business Modeling at Ernst & Young
Industry Financial Services
Experience
Ernst & Young July 2012 - Present
Dahlman Rose & Company. June 2011 - July 2012
Duff & Phelps December 2007 - June 2011
Navigant Capital Advisors October 2006 - December 2007
Drexel University 1999 - 2004
Kroll 2002 - 2002
Kroll 2002 - 2002
Skills
Valuation, Financial Modeling, Equity Research, Equities, PowerPoint skills, Excel, Fixed Income, Buy-side, buy-side advisory, Derivatives, Equity Valuation, Fixed Income Analysis, Media Analysis, Entertainment Industry, Satellite Communications, Satellite TV, Media, Entertainment, Due Diligence, Business Valuation, Financial Reporting, DCF, Financial Services, Accounting, Private Equity, Financial Statement..., Bloomberg, Corporate Finance, Analysis, Broadcast Television, Television, broad, Broadcast, Mobile Marketing, Mobile Advertising, Cable Television, Telecommunications, Financial Analysis, Microsoft Excel
Education
Drexel University 1999 — 2004
BSA, BA & Accounting
Drexel University - LeBow College of Business 1999 — 2004
BS BA, Accounting
Radnor 1999 — 1999
Ernst & Young July 2012 - Present
Dahlman Rose & Company. June 2011 - July 2012
Duff & Phelps December 2007 - June 2011
Navigant Capital Advisors October 2006 - December 2007
Drexel University 1999 - 2004
Kroll 2002 - 2002
Kroll 2002 - 2002
Skills
Valuation, Financial Modeling, Equity Research, Equities, PowerPoint skills, Excel, Fixed Income, Buy-side, buy-side advisory, Derivatives, Equity Valuation, Fixed Income Analysis, Media Analysis, Entertainment Industry, Satellite Communications, Satellite TV, Media, Entertainment, Due Diligence, Business Valuation, Financial Reporting, DCF, Financial Services, Accounting, Private Equity, Financial Statement..., Bloomberg, Corporate Finance, Analysis, Broadcast Television, Television, broad, Broadcast, Mobile Marketing, Mobile Advertising, Cable Television, Telecommunications, Financial Analysis, Microsoft Excel
Education
Drexel University 1999 — 2004
BSA, BA & Accounting
Drexel University - LeBow College of Business 1999 — 2004
BS BA, Accounting
Radnor 1999 — 1999
Shan Lu, CA CPA MBA Shan Lu, CA CPA MBA's Navigant Capital Advisors Experience 2007 - 2009
Job Controller at Dufferin Construction Company
Industry Accounting
Experience
CRH Canada June 2015 - Present
Carillion Canada Inc. 2014 - May 2015
Cliffs Natural Resources 2012 - 2013
Transurban 2010 - 2011
Navigant Capital Advisors 2007 - 2009
PwC 2001 - 2005
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Internal Controls, Forecasting, Accounting, IFRS, Budgets, Budgeting, Project Finance, Asset Management, Financial Accounting, Finance, Infrastructure, Corporate Finance, SPV Management, Infrastructure Projects, Structured Finance, Equities, Analysis, Auditing, Strategy, Due Diligence, US GAAP, Cash Flow, Strategic Financial..., Valuation, Consolidation
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Finance
University of International Business and Economics 1997 — 2001
BA, Economics
CRH Canada June 2015 - Present
Carillion Canada Inc. 2014 - May 2015
Cliffs Natural Resources 2012 - 2013
Transurban 2010 - 2011
Navigant Capital Advisors 2007 - 2009
PwC 2001 - 2005
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Internal Controls, Forecasting, Accounting, IFRS, Budgets, Budgeting, Project Finance, Asset Management, Financial Accounting, Finance, Infrastructure, Corporate Finance, SPV Management, Infrastructure Projects, Structured Finance, Equities, Analysis, Auditing, Strategy, Due Diligence, US GAAP, Cash Flow, Strategic Financial..., Valuation, Consolidation
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Finance
University of International Business and Economics 1997 — 2001
BA, Economics
Katie Sprich's Navigant Capital Advisors Experience July 2011 - May 2015
Job IT Financial Analyst at Exelon
Industry Utilities
Experience
Exelon June 2015 - Present
Navigant Capital Advisors July 2011 - May 2015
Merrill Lynch May 2010 - August 2010
Skills
Excel, PowerPoint, Word, Microsoft Word, Microsoft Excel, Corporate Finance, Auditing, Financial Modeling, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BA, Finance
London School of Economics and Political Science 2009 — 2009
Summer School
Exelon June 2015 - Present
Navigant Capital Advisors July 2011 - May 2015
Merrill Lynch May 2010 - August 2010
Skills
Excel, PowerPoint, Word, Microsoft Word, Microsoft Excel, Corporate Finance, Auditing, Financial Modeling, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BA, Finance
London School of Economics and Political Science 2009 — 2009
Summer School
Sean Sands Sean Sands's Navigant Capital Advisors Experience November 2003 - May 2009
Job Vice President of Strategy & Analysis at Sunesys
Industry Executive Office
Experience
Sunesys June 2009 - Present
Navigant Capital Advisors November 2003 - May 2009
Buckingham Capital Advisors April 2002 - October 2003
KPMG Corporate Finance LLC 1995 - 2002
Corestates Investment Banking 1989 - 1994
First Pennsylvania Bank 1987 - 1989
Skills
Corporate Finance, Capital Markets, Finance, Telecommunications, Acquisitions, Mergers, Business Valuation, Financial Analysis, Due Diligence, Financial Modeling, New Business Development, Investment Banking, Strategic Planning, Valuation, Business Strategy, Private Equity, Investments, Portfolio Management, Risk Management, Forecasting, Mergers & Acquisitions, Strategy, Analysis, Management, Strategic Financial..., Restructuring, Outsourcing, Corporate Development, Divestitures
Education
Temple University - Fox School of Business and Management 1987 — 1992
M.B.A., Finance
Temple University - Fox School of Business and Management 1979 — 1987
B.S., Business Law
Sunesys June 2009 - Present
Navigant Capital Advisors November 2003 - May 2009
Buckingham Capital Advisors April 2002 - October 2003
KPMG Corporate Finance LLC 1995 - 2002
Corestates Investment Banking 1989 - 1994
First Pennsylvania Bank 1987 - 1989
Skills
Corporate Finance, Capital Markets, Finance, Telecommunications, Acquisitions, Mergers, Business Valuation, Financial Analysis, Due Diligence, Financial Modeling, New Business Development, Investment Banking, Strategic Planning, Valuation, Business Strategy, Private Equity, Investments, Portfolio Management, Risk Management, Forecasting, Mergers & Acquisitions, Strategy, Analysis, Management, Strategic Financial..., Restructuring, Outsourcing, Corporate Development, Divestitures
Education
Temple University - Fox School of Business and Management 1987 — 1992
M.B.A., Finance
Temple University - Fox School of Business and Management 1979 — 1987
B.S., Business Law
Gregory Campanella JD, MBA Gregory Campanella JD, MBA's Navigant Capital Advisors Experience March 2011 - August 2012
Job Principal FVS at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP July 2015 - Present
Alvarez & Marsal August 2012 - July 2015
Navigant Capital Advisors March 2011 - August 2012
Ernst & Young Transaction Advisory Services December 2005 - December 2010
Skills
Investment Banking, Venture Capital, Investments, Restructuring, Forecasting, Fair Value, Financial Reporting, Financial Modeling, Business Valuation, Business Analysis, Equity Valuation, Debt Valuation, Due diligence, Valuation, Finance, Corporate Development, Strategy, Acquisition Integration, Internal Controls, M&A experience, Management, Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance & Accounting
Loyola University Chicago School of Law 1992 — 1995
JD, Corporate & Securities Law
University of California, San Diego 1987 — 1992
BA, Economics
Grant Thornton LLP July 2015 - Present
Alvarez & Marsal August 2012 - July 2015
Navigant Capital Advisors March 2011 - August 2012
Ernst & Young Transaction Advisory Services December 2005 - December 2010
Skills
Investment Banking, Venture Capital, Investments, Restructuring, Forecasting, Fair Value, Financial Reporting, Financial Modeling, Business Valuation, Business Analysis, Equity Valuation, Debt Valuation, Due diligence, Valuation, Finance, Corporate Development, Strategy, Acquisition Integration, Internal Controls, M&A experience, Management, Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance & Accounting
Loyola University Chicago School of Law 1992 — 1995
JD, Corporate & Securities Law
University of California, San Diego 1987 — 1992
BA, Economics
Matthew Cumbee's Navigant Capital Advisors Experience September 2010 - January 2014
Job Senior Associate at SOLIC Capital Advisors
Industry Financial Services
Experience
SOLIC Capital January 2014 - Present
Navigant Capital Advisors September 2010 - January 2014
Business Talent Group November 2009 - July 2010
Skills
Series 63, CIRA, Finance, Financial Modeling, Mergers & Acquisitions, Cash Flow Forecasting, Management, Private Equity, Valuation, Financial Markets, Financial Analysis, Corporate Finance, Restructuring, Due Diligence, Bloomberg, Strategy, Hedge Funds, Business Valuation, Investment Banking, Venture Capital, Alternative Investments, Capital Markets, Equity Research
Education
Brown University 2004 — 2008
BA, Business & Economics
SOLIC Capital January 2014 - Present
Navigant Capital Advisors September 2010 - January 2014
Business Talent Group November 2009 - July 2010
Skills
Series 63, CIRA, Finance, Financial Modeling, Mergers & Acquisitions, Cash Flow Forecasting, Management, Private Equity, Valuation, Financial Markets, Financial Analysis, Corporate Finance, Restructuring, Due Diligence, Bloomberg, Strategy, Hedge Funds, Business Valuation, Investment Banking, Venture Capital, Alternative Investments, Capital Markets, Equity Research
Education
Brown University 2004 — 2008
BA, Business & Economics
Jonathan Berger Jonathan Berger's Navigant Capital Advisors Experience December 2001 - July 2009
Job Chief Executive Officer at Great Lakes Dredge & Dock
Industry Investment Banking
Experience
Great Lakes Dredge & Dock September 2010 - Present
Great Lakes Dredge & Dock January 2007 - Present
Boise Inc. February 2008 - November 2013
Tellurian Partners, LLC August 2009 - September 2010
Navigant Capital Advisors December 2001 - July 2009
Dot Planet 2000 - 2002
KPMG Corporate Finance July 1983 - December 1999
KPMG LLP 1983 - 1999
Skills
Due Diligence, Finance, Financial Analysis, Investments, Corporate Law, Venture Capital, Equities, Microsoft Excel, Start-ups, Mergers & Acquisitions, Forecasting, Leadership, Strategic Planning, Business Development, Management, Restructuring, Capital, Investment Banking, Auditing, Financial Modeling, Budgets, Change Management, Telecommunications, Project Planning
Education
Emory University - Goizueta Business School 1981 — 1983
MBA, Finance
Cornell University 1977 — 1981
BS, Human Ecology
Great Lakes Dredge & Dock September 2010 - Present
Great Lakes Dredge & Dock January 2007 - Present
Boise Inc. February 2008 - November 2013
Tellurian Partners, LLC August 2009 - September 2010
Navigant Capital Advisors December 2001 - July 2009
Dot Planet 2000 - 2002
KPMG Corporate Finance July 1983 - December 1999
KPMG LLP 1983 - 1999
Skills
Due Diligence, Finance, Financial Analysis, Investments, Corporate Law, Venture Capital, Equities, Microsoft Excel, Start-ups, Mergers & Acquisitions, Forecasting, Leadership, Strategic Planning, Business Development, Management, Restructuring, Capital, Investment Banking, Auditing, Financial Modeling, Budgets, Change Management, Telecommunications, Project Planning
Education
Emory University - Goizueta Business School 1981 — 1983
MBA, Finance
Cornell University 1977 — 1981
BS, Human Ecology
Patrick DellaValle Patrick DellaValle's Navigant Capital Advisors Experience 2012 - Present
Job M&A / VC Executive | Entrepreneur | Driving profitable growth through innovation and execution
Industry Venture Capital & Private Equity
Experience
Navigant Capital Advisors 2012 - Present
JHeck Investments LLC 2009 - 2012
RoundPoint Capital Group - Portfolio Company (Tavistock Group) 2008 - 2010
SunTrust Robinson Humphrey 2006 - 2008
Deloitte 2004 - 2006
Financial Security Assurance, Inc. (FSA) 2002 - 2004
Skills
Investment Banking, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Fixed Income, Due Diligence, Mortgage Lending, Banking, Corporate Finance, Hedge Funds, Asset Management, Structured Finance
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Economics
Navigant Capital Advisors 2012 - Present
JHeck Investments LLC 2009 - 2012
RoundPoint Capital Group - Portfolio Company (Tavistock Group) 2008 - 2010
SunTrust Robinson Humphrey 2006 - 2008
Deloitte 2004 - 2006
Financial Security Assurance, Inc. (FSA) 2002 - 2004
Skills
Investment Banking, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Fixed Income, Due Diligence, Mortgage Lending, Banking, Corporate Finance, Hedge Funds, Asset Management, Structured Finance
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Economics
Jim Trankina, CPA Jim Trankina, CPA's Navigant Capital Advisors Experience March 2007 - December 2013
Job Vice President Financial Restructuring Group at Houlihan Lokey
Industry Capital Markets
Experience
Houlihan Lokey June 2014 - Present
SOLIC Capital Advisors, LLC January 2014 - May 2014
Navigant Capital Advisors March 2007 - December 2013
Abbott September 2005 - March 2007
Abbott March 2004 - September 2005
Abbott September 2002 - March 2004
Arthur Andersen - Transaction Advisory Group 2000 - 2002
Bank of America 1998 - 2000
Skills
Business Strategy, Business Valuation, Marketing Strategy, Manufacturing Operations, Corporate Finance, Restructuring, Due Diligence, Business Planning, Industry Research, Financial Modeling, Cash Flow Forecasting, Financial Reporting, Private Equity, Venture Capital, Capital Markets, Corporate Development, Investment Banking, Mergers, Financial Analysis, Valuation, Finance
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, Finance
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance & Accounting
The University of Western Australia 1996 — 1996
B.S., Finance (Study Abroad), Finance, International Business
Houlihan Lokey June 2014 - Present
SOLIC Capital Advisors, LLC January 2014 - May 2014
Navigant Capital Advisors March 2007 - December 2013
Abbott September 2005 - March 2007
Abbott March 2004 - September 2005
Abbott September 2002 - March 2004
Arthur Andersen - Transaction Advisory Group 2000 - 2002
Bank of America 1998 - 2000
Skills
Business Strategy, Business Valuation, Marketing Strategy, Manufacturing Operations, Corporate Finance, Restructuring, Due Diligence, Business Planning, Industry Research, Financial Modeling, Cash Flow Forecasting, Financial Reporting, Private Equity, Venture Capital, Capital Markets, Corporate Development, Investment Banking, Mergers, Financial Analysis, Valuation, Finance
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, Finance
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance & Accounting
The University of Western Australia 1996 — 1996
B.S., Finance (Study Abroad), Finance, International Business
Stephen Sheldon Stephen Sheldon's Navigant Capital Advisors Experience June 2010 - September 2011
Job Associate at William Blair and Company
Industry Capital Markets
Experience
William Blair and Company September 2011 - Present
Navigant Capital Advisors June 2010 - September 2011
Navigant Consulting August 2008 - May 2010
Deloitte May 2007 - August 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2008
Master in Professional Accounting
University of Kansas 2003 — 2007
BS, Accounting, Business Administration, International Business
William Blair and Company September 2011 - Present
Navigant Capital Advisors June 2010 - September 2011
Navigant Consulting August 2008 - May 2010
Deloitte May 2007 - August 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2008
Master in Professional Accounting
University of Kansas 2003 — 2007
BS, Accounting, Business Administration, International Business
Alejandro Ty's Navigant Capital Advisors Experience October 2014 - Present
Job Valuation & Financial Risk Management at Navigant Capital Advisors
Industry Financial Services
Experience
Navigant Capital Advisors October 2014 - Present
KPMG Advisory September 2012 - October 2014
Chrystal Capital Partners LLP May 2011 - July 2011
KPMG LLP June 2009 - August 2009
Skills
Capital IQ, FactSet, Bloomberg Terminal, Financial Analysis, Corporate Finance, Financial Modeling, Bloomberg, Equity Research, PowerPoint, Financial Services, Restructuring, Accounting, Data Analysis, Microsoft Excel, Finance, Microsoft Office, Valuation, Mergers & Acquisitions
Education
Bentley University 2008 — 2012
Bachelor of Science (BSc), Finance, Minor: Computer Information Systems, Magna Cum Laude
London School of Economics and Political Science 2011 — 2011
Debt Markets, Fixed Income Securities, and Capital Markets
Navigant Capital Advisors October 2014 - Present
KPMG Advisory September 2012 - October 2014
Chrystal Capital Partners LLP May 2011 - July 2011
KPMG LLP June 2009 - August 2009
Skills
Capital IQ, FactSet, Bloomberg Terminal, Financial Analysis, Corporate Finance, Financial Modeling, Bloomberg, Equity Research, PowerPoint, Financial Services, Restructuring, Accounting, Data Analysis, Microsoft Excel, Finance, Microsoft Office, Valuation, Mergers & Acquisitions
Education
Bentley University 2008 — 2012
Bachelor of Science (BSc), Finance, Minor: Computer Information Systems, Magna Cum Laude
London School of Economics and Political Science 2011 — 2011
Debt Markets, Fixed Income Securities, and Capital Markets
Morgan Linck Morgan Linck's Navigant Capital Advisors Experience June 2011 - September 2011
Job Senior Analyst at Integra Realty Resources
Industry Real Estate
Experience
Integra Realty Resources October 2011 - Present
Navigant Capital Advisors June 2011 - September 2011
Seevers Jordan Ziegenmeyer July 2010 - June 2011
Maxim Healthcare Services 2009 - 2010
Skills
Due Diligence, Valuation, Market Analysis, Financial Modeling, Appraisals, Real Estate Economics, Corporate Finance, Real Estate, Asset Management, Microsoft Excel, Commercial Real Estate, Disposition, Investments, Real Estate Development
Education
University of California, Davis 2007 — 2010
B.S., Managerial Economics
San Diego State University-California State University 2006 — 2007
Integra Realty Resources October 2011 - Present
Navigant Capital Advisors June 2011 - September 2011
Seevers Jordan Ziegenmeyer July 2010 - June 2011
Maxim Healthcare Services 2009 - 2010
Skills
Due Diligence, Valuation, Market Analysis, Financial Modeling, Appraisals, Real Estate Economics, Corporate Finance, Real Estate, Asset Management, Microsoft Excel, Commercial Real Estate, Disposition, Investments, Real Estate Development
Education
University of California, Davis 2007 — 2010
B.S., Managerial Economics
San Diego State University-California State University 2006 — 2007
Jonathan Britton Jonathan Britton's Navigant Capital Advisors Experience December 2011 - March 2014
Job Associate, Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey April 2014 - Present
Navigant Capital Advisors December 2011 - March 2014
J.P. Morgan November 2007 - December 2011
Skills
Valuation, Financial Modeling, Due Diligence, Business Strategy, Securities, Financial Statement..., Analytics, Restructuring, Market Research, Performance Improvement, International Relations, Soccer, Strategic Finance, Report Writing, Financial Performance...
Education
Harvard University 2009 — 2011
Masters, Management
James Madison University 2003 — 2007
BBA, Finance
IMG Academy 1999 — 2003
Houlihan Lokey April 2014 - Present
Navigant Capital Advisors December 2011 - March 2014
J.P. Morgan November 2007 - December 2011
Skills
Valuation, Financial Modeling, Due Diligence, Business Strategy, Securities, Financial Statement..., Analytics, Restructuring, Market Research, Performance Improvement, International Relations, Soccer, Strategic Finance, Report Writing, Financial Performance...
Education
Harvard University 2009 — 2011
Masters, Management
James Madison University 2003 — 2007
BBA, Finance
IMG Academy 1999 — 2003
Robert Metzfield Robert Metzfield's Navigant Capital Advisors Experience 2009 - 2010
Job Vice President M&A Advisory Services at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2014 - Present
Goldman Sachs 10,000 Small Businesses Initiative July 2014 - Present
Regional Valuation Firm 2011 - 2013
Navigant Capital Advisors 2009 - 2010
American Appraisal Associates 2007 - 2008
Grant Thornton LLP 2004 - 2007
Deloitte 1996 - 2003
US Navy 1979 - 1984
Skills
Business Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Valuation, IFRS, Investment Banking, Accounting, Auditing, Divestitures, Equities, Acquisitions
Education
Temple University - Fox School of Business and Management
MBA, Masters of Business Administration
La Salle University
BS, Chemistry
Wells Fargo Advisors, LLC December 2014 - Present
Goldman Sachs 10,000 Small Businesses Initiative July 2014 - Present
Regional Valuation Firm 2011 - 2013
Navigant Capital Advisors 2009 - 2010
American Appraisal Associates 2007 - 2008
Grant Thornton LLP 2004 - 2007
Deloitte 1996 - 2003
US Navy 1979 - 1984
Skills
Business Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Valuation, IFRS, Investment Banking, Accounting, Auditing, Divestitures, Equities, Acquisitions
Education
Temple University - Fox School of Business and Management
MBA, Masters of Business Administration
La Salle University
BS, Chemistry
William Guernier's Navigant Capital Advisors Experience 2007 - 2007
Job GM Regional Expansion at Uber Technologies, Inc.
Industry Internet
Experience
Uber Technologies, Inc. May 2014 - Present
Uber Technologies, Inc. April 2013 - Present
Uber Technologies, Inc. November 2011 - April 2013
Accolade Partners April 2010 - November 2011
Deloitte Financial Advisory Services LLP 2008 - April 2010
Students of Georgetown, Inc. 2005 - 2008
Navigant Capital Advisors 2007 - 2007
Skills
Financial Modeling, Analytics, Business Valuation, Strategic Planning, Business Strategy, Marketing, Supply Chain Management
Education
Georgetown University 2004 — 2008
BSBA, Finance/International Business
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA, Finance, International Business
Uber Technologies, Inc. May 2014 - Present
Uber Technologies, Inc. April 2013 - Present
Uber Technologies, Inc. November 2011 - April 2013
Accolade Partners April 2010 - November 2011
Deloitte Financial Advisory Services LLP 2008 - April 2010
Students of Georgetown, Inc. 2005 - 2008
Navigant Capital Advisors 2007 - 2007
Skills
Financial Modeling, Analytics, Business Valuation, Strategic Planning, Business Strategy, Marketing, Supply Chain Management
Education
Georgetown University 2004 — 2008
BSBA, Finance/International Business
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA, Finance, International Business
Jay Clark Jay Clark's Navigant Capital Advisors Experience April 2006 - September 2008
Job Managing Director at the Algon Group
Industry Investment Banking
Experience
Algon Group January 2013 - Present
FD Capital Advisors, LLC September 2008 - November 2014
Navigant Capital Advisors April 2006 - September 2008
Synovus 2001 - 2006
GMA Partners 1998 - 2001
Legacy Securities Corp. 1997 - 1998
KPMG Corporate Finance September 1991 - October 1996
Skills
Investment Banking, Mergers, Corporate Finance, Credit, Valuation, Private Equity, Mergers & Acquisitions, LBO, Management, Capital Markets, Structured Finance, Corporate Development, Financial Modeling, Due Diligence, Leveraged Finance, Business Strategy, Business Valuation, Loans, Venture Capital, Portfolio Management, Banking, Finance, Acquisitions, Financial Analysis
Education
Emory University - Goizueta Business School 1990 — 1991
MBA, Finance
University of Florida 1982 — 1986
BS, Finance
Algon Group January 2013 - Present
FD Capital Advisors, LLC September 2008 - November 2014
Navigant Capital Advisors April 2006 - September 2008
Synovus 2001 - 2006
GMA Partners 1998 - 2001
Legacy Securities Corp. 1997 - 1998
KPMG Corporate Finance September 1991 - October 1996
Skills
Investment Banking, Mergers, Corporate Finance, Credit, Valuation, Private Equity, Mergers & Acquisitions, LBO, Management, Capital Markets, Structured Finance, Corporate Development, Financial Modeling, Due Diligence, Leveraged Finance, Business Strategy, Business Valuation, Loans, Venture Capital, Portfolio Management, Banking, Finance, Acquisitions, Financial Analysis
Education
Emory University - Goizueta Business School 1990 — 1991
MBA, Finance
University of Florida 1982 — 1986
BS, Finance
Kim J. Brady Kim J. Brady's Navigant Capital Advisors Experience February 2005 - Present
Job Managing Director at Navigant Capital Advisors, LLC
Industry Investment Banking
Experience
Navigant Capital Advisors February 2005 - Present
Casas Benjamin & White, LLC 1999 - 2005
PrimeCare International, Inc. 1996 - 1999
Caremark International, Inc. July 1995 - July 1996
Baxter International, Inc. April 1991 - June 1995
Skills
Private Equity, Mergers, Valuation, Financial Modeling, Investment Banking
Education
Northwestern University - Kellogg School of Management 1998 — 1999
MBA, Finance
Brigham Young University 1987 — 1991
Bachelor of Science in Finance and Accounting, Finance and Accounting
Navigant Capital Advisors February 2005 - Present
Casas Benjamin & White, LLC 1999 - 2005
PrimeCare International, Inc. 1996 - 1999
Caremark International, Inc. July 1995 - July 1996
Baxter International, Inc. April 1991 - June 1995
Skills
Private Equity, Mergers, Valuation, Financial Modeling, Investment Banking
Education
Northwestern University - Kellogg School of Management 1998 — 1999
MBA, Finance
Brigham Young University 1987 — 1991
Bachelor of Science in Finance and Accounting, Finance and Accounting
Douglas Sexauer's Navigant Capital Advisors Experience February 2012 - August 2015
Job MBA Candidate at the University of Chicago Booth School of Business
Industry Investment Banking
Experience
Navigant Capital Advisors February 2012 - August 2015
KBW June 2011 - February 2012
COUNTRY Financial May 2010 - August 2010
Wintrust Mortgage Corporation May 2009 - August 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Finance
Navigant Capital Advisors February 2012 - August 2015
KBW June 2011 - February 2012
COUNTRY Financial May 2010 - August 2010
Wintrust Mortgage Corporation May 2009 - August 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Finance
Chris Walbert, CFA's Navigant Capital Advisors Experience 2006 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Navigant Capital Advisors 2006 - 2008
RBC Bank 2004 - 2006
Skills
Portfolio Management, Investments, Financial Analysis, Due Diligence, Financial Modeling, Valuation
Education
Tulane University 2000 — 2004
BSM, Finance & Information Systems
Paideia School 1988 — 2000
Navigant Capital Advisors 2006 - 2008
RBC Bank 2004 - 2006
Skills
Portfolio Management, Investments, Financial Analysis, Due Diligence, Financial Modeling, Valuation
Education
Tulane University 2000 — 2004
BSM, Finance & Information Systems
Paideia School 1988 — 2000
Mohammad R. Azizian Mohammad R. Azizian's Navigant Capital Advisors Experience March 2011 - November 2014
Job Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs November 2014 - Present
Navigant Capital Advisors March 2011 - November 2014
Loop Capital Markets September 2010 - March 2011
UBS January 2010 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Due Diligence, Microsoft Office, DCF Valuation, Comparative Market..., Fixed Income Analysis, Financial Reporting, Investment Valuation, Business Valuation, Equity Valuation, Enterprise Valuation, Financial Risk, Management Consulting, Finance, Private Equity, Investments
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
University of San Francisco
Bachelor of Science, Business Administration, Cum Laude
Goldman Sachs November 2014 - Present
Navigant Capital Advisors March 2011 - November 2014
Loop Capital Markets September 2010 - March 2011
UBS January 2010 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Due Diligence, Microsoft Office, DCF Valuation, Comparative Market..., Fixed Income Analysis, Financial Reporting, Investment Valuation, Business Valuation, Equity Valuation, Enterprise Valuation, Financial Risk, Management Consulting, Finance, Private Equity, Investments
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
University of San Francisco
Bachelor of Science, Business Administration, Cum Laude
Robert Ullman's Navigant Capital Advisors Experience October 2010 - October 2013
Job Managing Director at Dinan Capital Advisors f/k/a Ceres Capital Advisors
Industry Investment Banking
Experience
Dinan Capital Advisors - f/k/a Ceres Capital Advisors March 2013 - Present
Navigant Capital Advisors October 2010 - October 2013
Navitas Corporate Finance, LLC May 2009 - October 2010
Navigant Capital Advisors, LLC June 2006 - May 2009
Vested Development, Inc. December 1998 - August 2006
Berman Capital, LLC March 2002 - June 2006
Baldwin & Clarke Corporate Finance, Inc. 1998 - 2000
Fidelity 1997 - 1997
Metcalf & Eddy 1994 - 1996
Skills
Private Equity, Mergers, Restructuring, Middle Market, Business Planning, Corporate Finance, Investment Banking, Debt, Capital Raising, Corporate Development, Valuation, Mergers & Acquisitions, Start-ups, Management Consulting, Turn Around Management, Finance, Investments, Financial Modeling, Acquisitions, Due Diligence, Equities, Business Valuation, Financial Services, Capital Markets, Leveraged Finance, Financial Advisory, Divestitures, Financial Structuring
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Entrepreneurial Finance
Massachusetts Institute of Technology 1990 — 1994
BS, Environmental Engineering
Dinan Capital Advisors - f/k/a Ceres Capital Advisors March 2013 - Present
Navigant Capital Advisors October 2010 - October 2013
Navitas Corporate Finance, LLC May 2009 - October 2010
Navigant Capital Advisors, LLC June 2006 - May 2009
Vested Development, Inc. December 1998 - August 2006
Berman Capital, LLC March 2002 - June 2006
Baldwin & Clarke Corporate Finance, Inc. 1998 - 2000
Fidelity 1997 - 1997
Metcalf & Eddy 1994 - 1996
Skills
Private Equity, Mergers, Restructuring, Middle Market, Business Planning, Corporate Finance, Investment Banking, Debt, Capital Raising, Corporate Development, Valuation, Mergers & Acquisitions, Start-ups, Management Consulting, Turn Around Management, Finance, Investments, Financial Modeling, Acquisitions, Due Diligence, Equities, Business Valuation, Financial Services, Capital Markets, Leveraged Finance, Financial Advisory, Divestitures, Financial Structuring
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Entrepreneurial Finance
Massachusetts Institute of Technology 1990 — 1994
BS, Environmental Engineering
John Baumgartner, CIRA, CDBV's Navigant Capital Advisors Experience April 2008 - September 2008
Job Director at Stout Risius Ross
Industry Management Consulting
Experience
Stout Risius Ross December 2014 - Present
Baumgartner Consulting September 2013 - December 2014
Charles River Associates August 2012 - September 2013
Grant Thornton January 2010 - August 2012
LECG October 2008 - January 2010
Navigant Capital Advisors April 2008 - September 2008
KPMG, LLP April 2006 - March 2008
Chiron Financial Group March 2003 - April 2006
Reliant Energy May 2000 - September 2002
Skills
Restructuring, Financial Modeling, Forensic Accounting, Energy, Valuation, Financial Analysis, Management Consulting, Due Diligence, Risk Management, Business Valuation, Bankruptcy, Debt Restructuring, Turn Around Management, Finance, Strategy, Corporate Finance, Private Equity, Mergers & Acquisitions, Acquisition Integration, Divestitures, Consulting, Venture Capital, Litigation Support, M&A experience, Corporate Development, Financial Structuring
Education
Jones Graduate School of Business, Rice University 1998 — 2000
MBA
Rhodes College 1988 — 1992
BA
Stout Risius Ross December 2014 - Present
Baumgartner Consulting September 2013 - December 2014
Charles River Associates August 2012 - September 2013
Grant Thornton January 2010 - August 2012
LECG October 2008 - January 2010
Navigant Capital Advisors April 2008 - September 2008
KPMG, LLP April 2006 - March 2008
Chiron Financial Group March 2003 - April 2006
Reliant Energy May 2000 - September 2002
Skills
Restructuring, Financial Modeling, Forensic Accounting, Energy, Valuation, Financial Analysis, Management Consulting, Due Diligence, Risk Management, Business Valuation, Bankruptcy, Debt Restructuring, Turn Around Management, Finance, Strategy, Corporate Finance, Private Equity, Mergers & Acquisitions, Acquisition Integration, Divestitures, Consulting, Venture Capital, Litigation Support, M&A experience, Corporate Development, Financial Structuring
Education
Jones Graduate School of Business, Rice University 1998 — 2000
MBA
Rhodes College 1988 — 1992
BA
Matt Kelley's Navigant Capital Advisors Experience 2006 - January 2012
Job Chief Financial Officer at creative werks, llc
Industry Consumer Goods
Experience
creative werks, llc January 2012 - Present
Navigant Capital Advisors 2006 - January 2012
Accretive Health 2005 - 2006
Deloitte & Touche 2003 - 2005
J.P. Morgan Securities 2001 - 2002
Bank of America 1996 - 1999
KPMG 1993 - 1995
Skills
Corporate Finance, Business Valuation, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Financial Reporting, Investments, Portfolio Management, Risk Management, Equities, Forecasting, Auditing, Process Improvement, Leadership
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance and Economics
University of Notre Dame 1989 — 1993
BBA, Accountancy
creative werks, llc January 2012 - Present
Navigant Capital Advisors 2006 - January 2012
Accretive Health 2005 - 2006
Deloitte & Touche 2003 - 2005
J.P. Morgan Securities 2001 - 2002
Bank of America 1996 - 1999
KPMG 1993 - 1995
Skills
Corporate Finance, Business Valuation, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Financial Reporting, Investments, Portfolio Management, Risk Management, Equities, Forecasting, Auditing, Process Improvement, Leadership
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance and Economics
University of Notre Dame 1989 — 1993
BBA, Accountancy
Ben Gonzalez's Navigant Capital Advisors Experience 2004 - 2006
Job Managing Director, Borderplex Region, Capital Alliance Corporation
Industry Financial Services
Experience
Trimble Place Capital Advisors June 2015 - Present
Borderplex Alliance February 2015 - Present
Capital Alliance Corporation July 2015 - Present
Hub of Human Innovation 2014 - Present
KPMG Corporate Finance LLC January 2011 - November 2012
KPMG LLP April 2010 - August 2012
GT Restructuring 2006 - May 2010
Navigant Capital Advisors 2004 - 2006
Deloitte 2001 - 2006
InterFirst Bank 1984 - 1987
Skills
Restructuring, Due Diligence, Business Valuation, Financial Modeling, Private Equity, Asset Management, M&A experience, Corporate Finance, SEC filings, Valuation, Venture Capital, Corporate Development, Finance, Acquisition Integration, Mergers & Acquisitions, Start-ups, Financial Structuring, Divestitures, Capital Markets, LBO, Financial Analysis, Debt Restructuring
Education
Harvard Business School 1998 — 1999
Master of Business Administration (MBA)
University of Texas at El Paso 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance
Trimble Place Capital Advisors June 2015 - Present
Borderplex Alliance February 2015 - Present
Capital Alliance Corporation July 2015 - Present
Hub of Human Innovation 2014 - Present
KPMG Corporate Finance LLC January 2011 - November 2012
KPMG LLP April 2010 - August 2012
GT Restructuring 2006 - May 2010
Navigant Capital Advisors 2004 - 2006
Deloitte 2001 - 2006
InterFirst Bank 1984 - 1987
Skills
Restructuring, Due Diligence, Business Valuation, Financial Modeling, Private Equity, Asset Management, M&A experience, Corporate Finance, SEC filings, Valuation, Venture Capital, Corporate Development, Finance, Acquisition Integration, Mergers & Acquisitions, Start-ups, Financial Structuring, Divestitures, Capital Markets, LBO, Financial Analysis, Debt Restructuring
Education
Harvard Business School 1998 — 1999
Master of Business Administration (MBA)
University of Texas at El Paso 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance
Bob Seeds's Navigant Capital Advisors Experience 2006 - 2008
Job Vice President at International Financial Services Corporation
Industry Financial Services
Experience
International Financial Services Corporation 2014 - Present
Goldline International, Inc 2009 - 2012
Computershare 2008 - 2009
Navigant Capital Advisors 2006 - 2008
Skills
Financial Analysis, Business Strategy, Data Analysis, Business Development, Strategic Planning, Microsoft Excel, Social Media, Financial Modeling, Corporate Finance, Microsoft Office, Market Research, Management, Marketing, Project Management, Investments, Analysis
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Norwich University 2001 — 2005
Bachelor of Science (BS), Business Management and Economics, Summa Cum Laude
International Financial Services Corporation 2014 - Present
Goldline International, Inc 2009 - 2012
Computershare 2008 - 2009
Navigant Capital Advisors 2006 - 2008
Skills
Financial Analysis, Business Strategy, Data Analysis, Business Development, Strategic Planning, Microsoft Excel, Social Media, Financial Modeling, Corporate Finance, Microsoft Office, Market Research, Management, Marketing, Project Management, Investments, Analysis
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Norwich University 2001 — 2005
Bachelor of Science (BS), Business Management and Economics, Summa Cum Laude
Craig Cortright's Navigant Capital Advisors Experience 2005 - 2006
Job Director at Fortress Investment Group
Industry Capital Markets
Experience
Fortress Investment Group April 2009 - Present
Atalaya Capital Management LP April 2006 - April 2009
Navigant Capital Advisors 2005 - 2006
StorageTek 2000 - 2003
Education
Emory University - Goizueta Business School 2003 — 2005
University of Denver - Daniels College of Business 1995 — 1999
BSBA, Finance/Economics
MCDS
Fortress Investment Group April 2009 - Present
Atalaya Capital Management LP April 2006 - April 2009
Navigant Capital Advisors 2005 - 2006
StorageTek 2000 - 2003
Education
Emory University - Goizueta Business School 2003 — 2005
University of Denver - Daniels College of Business 1995 — 1999
BSBA, Finance/Economics
MCDS
Chris Brown, CFA's Navigant Capital Advisors Experience November 2010 - June 2013
Job Managing Director at SOLIC Capital
Industry Investment Management
Experience
SOLIC Capital June 2013 - Present
Navigant Capital Advisors November 2010 - June 2013
Pangaea Asset Management July 2008 - November 2010
Newberry Capital Management September 2006 - July 2008
Ritchie Capital Management September 2004 - September 2006
PPM America March 1999 - July 2004
Bank of America August 1995 - March 1999
Federal Reserve Bank of Chicago 1991 - 1995
Skills
Valuation, Restructuring, Investment Banking, Corporate Finance, Finance, Mergers, Private Placements, Credit, Capital Markets, Mergers & Acquisitions, Portfolio Management, Divestitures, Financial Analysis, Venture Capital, Alternative Investments, Financial Structuring, Hedge Funds, Private Equity, Financial Modeling, Leveraged Finance, Equities, Business Valuation, Mutual Funds, Due Diligence, Loans, Fixed Income
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Finance and Marketing
University of Michigan 1987 — 1991
BA, Economics
SOLIC Capital June 2013 - Present
Navigant Capital Advisors November 2010 - June 2013
Pangaea Asset Management July 2008 - November 2010
Newberry Capital Management September 2006 - July 2008
Ritchie Capital Management September 2004 - September 2006
PPM America March 1999 - July 2004
Bank of America August 1995 - March 1999
Federal Reserve Bank of Chicago 1991 - 1995
Skills
Valuation, Restructuring, Investment Banking, Corporate Finance, Finance, Mergers, Private Placements, Credit, Capital Markets, Mergers & Acquisitions, Portfolio Management, Divestitures, Financial Analysis, Venture Capital, Alternative Investments, Financial Structuring, Hedge Funds, Private Equity, Financial Modeling, Leveraged Finance, Equities, Business Valuation, Mutual Funds, Due Diligence, Loans, Fixed Income
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Finance and Marketing
University of Michigan 1987 — 1991
BA, Economics
Larry Rocca's Navigant Capital Advisors Experience May 2006 - June 2007
Job Investment Banking Professional
Industry Investment Banking
Experience
Community Specialists 2009 - 2011
Navigant Capital Advisors May 2006 - June 2007
Harris Nesbitt 2001 - 2006
Skills
Private Equity, Capital Structure, Business Strategy, Corporate Finance, Financial Analysis, Capital, Valuation, Investment Banking, Business Valuation, Leveraged Finance, Restructuring, Venture Capital
Education
University of Chicago
MBA, International Finance
University of Notre Dame
Community Specialists 2009 - 2011
Navigant Capital Advisors May 2006 - June 2007
Harris Nesbitt 2001 - 2006
Skills
Private Equity, Capital Structure, Business Strategy, Corporate Finance, Financial Analysis, Capital, Valuation, Investment Banking, Business Valuation, Leveraged Finance, Restructuring, Venture Capital
Education
University of Chicago
MBA, International Finance
University of Notre Dame
Doris Lin's Navigant Capital Advisors Experience August 2012 - March 2013
Job Senior Consultant at Navigant Consulting
Industry Law Practice
Experience
Navigant Consulting April 2013 - Present
Navigant Capital Advisors August 2012 - March 2013
National Wildlife Federation April 2012 - July 2012
NYS Department of State August 2010 - December 2010
Law Offices of Dominick Pilli, LLC June 2010 - August 2010
NetGain Communications January 2007 - August 2008
Skills
Elder Law, Legal Research, Employment Law, Corporate Law, Due Diligence, Litigation Support, Microsoft Excel, Management, Microsoft Office, Business Analysis, Data Analysis, Financial Analysis, Consulting, Mergers & Acquisitions, Legal Writing, Process Improvement, Litigation
Education
Albany Law School of Union University 2008 — 2011
JD, Law
George Mason University - School of Management 2003 — 2006
Bachelor of Science (B.S.), Finance, General
Navigant Consulting April 2013 - Present
Navigant Capital Advisors August 2012 - March 2013
National Wildlife Federation April 2012 - July 2012
NYS Department of State August 2010 - December 2010
Law Offices of Dominick Pilli, LLC June 2010 - August 2010
NetGain Communications January 2007 - August 2008
Skills
Elder Law, Legal Research, Employment Law, Corporate Law, Due Diligence, Litigation Support, Microsoft Excel, Management, Microsoft Office, Business Analysis, Data Analysis, Financial Analysis, Consulting, Mergers & Acquisitions, Legal Writing, Process Improvement, Litigation
Education
Albany Law School of Union University 2008 — 2011
JD, Law
George Mason University - School of Management 2003 — 2006
Bachelor of Science (B.S.), Finance, General
Anthony Ruda's Navigant Capital Advisors Experience 2007 - Present
Job Associate Director at Navigant Consulting
Industry Financial Services
Experience
Navigant Capital Advisors 2007 - Present
American Home Mortgage January 2007 - September 2007
MortgageIT 2005 - 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, Fixed Income, Portfolio Management, Financial Analysis, Financial Risk, Risk Management, Banking, Financial Reporting, Derivatives, Business Analysis, Management Consulting, Electronic Trading, Securitization, Equities, Corporate Finance, Private Equity, Credit, Bloomberg, SAS programming, SQL, VBA, Credit Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Navigant Capital Advisors 2007 - Present
American Home Mortgage January 2007 - September 2007
MortgageIT 2005 - 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, Fixed Income, Portfolio Management, Financial Analysis, Financial Risk, Risk Management, Banking, Financial Reporting, Derivatives, Business Analysis, Management Consulting, Electronic Trading, Securitization, Equities, Corporate Finance, Private Equity, Credit, Bloomberg, SAS programming, SQL, VBA, Credit Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Drew Domescik's Navigant Capital Advisors Experience June 2006 - June 2010
Job Corporate Development & Strategy at PPD
Industry Pharmaceuticals
Experience
PPD June 2013 - Present
Validant June 2010 - June 2013
Navigant Capital Advisors June 2006 - June 2010
Jacobs Capital January 2005 - April 2006
Broadbay Networks August 1999 - April 2002
Skills
Valuation, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Business Strategy, Business Development, Investment Banking, Private Equity, Debt, Debt Restructuring, Mergers, Acquisitions, FDA, Mergers & Acquisitions, Due Diligence
Education
Emory University - Goizueta Business School
MBA, Finance and Accounting
The Johns Hopkins University
MS, Biotechnology
Vanderbilt University
The Westminster Schools
PPD June 2013 - Present
Validant June 2010 - June 2013
Navigant Capital Advisors June 2006 - June 2010
Jacobs Capital January 2005 - April 2006
Broadbay Networks August 1999 - April 2002
Skills
Valuation, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Business Strategy, Business Development, Investment Banking, Private Equity, Debt, Debt Restructuring, Mergers, Acquisitions, FDA, Mergers & Acquisitions, Due Diligence
Education
Emory University - Goizueta Business School
MBA, Finance and Accounting
The Johns Hopkins University
MS, Biotechnology
Vanderbilt University
The Westminster Schools
Sean S.'s Navigant Capital Advisors Experience 2003 - Present
Job Managing Director at Navigant Capital Advisors
Industry Investment Banking
Experience
Navigant Capital Advisors 2003 - Present
KPMG Corporate Finance 1996 - 2002
CoreStates Investment Banking September 1987 - July 1995
Education
Temple University - Fox School of Business and Management 1987 — 1993
MBA, Finance
Temple University - Fox School of Business and Management 1980 — 1986
BS, Business Law
Navigant Capital Advisors 2003 - Present
KPMG Corporate Finance 1996 - 2002
CoreStates Investment Banking September 1987 - July 1995
Education
Temple University - Fox School of Business and Management 1987 — 1993
MBA, Finance
Temple University - Fox School of Business and Management 1980 — 1986
BS, Business Law
Beji Varghese's Navigant Capital Advisors Experience November 2010 - October 2012
Job Managing Director at Navigant Consulting focused on Compliance and Risk Management
Industry Banking
Experience
Navigant Consulting Limited October 2012 - Present
Navigant Capital Advisors November 2010 - October 2012
Roundpoint Financial Group October 2007 - August 2010
Navigant Consulting September 2006 - October 2007
PricewaterhouseCoopers 1999 - 2006
KPMG March 1997 - November 2000
Holiday Inn Worldwide 1991 - 1998
Skills
Risk Management, Mortgage Banking, Business Intelligence, Data Warehousing, Loans, Mortgage, Due Diligence, Mortgage Lending, Mortgage Servicing, Financial Modeling, Business Development, Capital Markets, Leadership, CRM, Banking, Process Improvement, Fixed Income, Business Strategy, Negotiation, Strategic Planning, Valuation, Management, Operations Management, New Business Development, Financial Services, Executive Management, Mergers & Acquisitions, Financial Analysis, Finance, Portfolio Management, Management Consulting, Financial Risk, Strategy, Business Process..., Corporate Finance, Credit, Business Analysis, Forecasting
Education
Emory University - Goizueta Business School 2004 — 2005
MBA, Business
Rochester Institute of Technology 1989 — 1991
BSC, Hotel & Resort management
Rochester Institute of Technology 1988 — 1990
BSC, Hotel & Resort Management
Navigant Consulting Limited October 2012 - Present
Navigant Capital Advisors November 2010 - October 2012
Roundpoint Financial Group October 2007 - August 2010
Navigant Consulting September 2006 - October 2007
PricewaterhouseCoopers 1999 - 2006
KPMG March 1997 - November 2000
Holiday Inn Worldwide 1991 - 1998
Skills
Risk Management, Mortgage Banking, Business Intelligence, Data Warehousing, Loans, Mortgage, Due Diligence, Mortgage Lending, Mortgage Servicing, Financial Modeling, Business Development, Capital Markets, Leadership, CRM, Banking, Process Improvement, Fixed Income, Business Strategy, Negotiation, Strategic Planning, Valuation, Management, Operations Management, New Business Development, Financial Services, Executive Management, Mergers & Acquisitions, Financial Analysis, Finance, Portfolio Management, Management Consulting, Financial Risk, Strategy, Business Process..., Corporate Finance, Credit, Business Analysis, Forecasting
Education
Emory University - Goizueta Business School 2004 — 2005
MBA, Business
Rochester Institute of Technology 1989 — 1991
BSC, Hotel & Resort management
Rochester Institute of Technology 1988 — 1990
BSC, Hotel & Resort Management
Gregory Hagood's Navigant Capital Advisors Experience August 2006 - December 2013
Job Senior Managing Director at SOLIC Capital Advisors, LLC
Industry Investment Banking
Experience
SOLIC Capital Advisors, LLC January 2014 - Present
Navigant capital Advisors August 2006 - December 2013
SunTrust Robinson Humphrey March 1992 - September 2006
The Robinson Humphrey Company 1992 - 2006
Skills
Corporate Finance, Investment Banking, Credit, Acquisitions, Financial Services, Management, Mortgage Lending, Private Equity, Valuation, Venture Capital, Financial Modeling, Business Valuation, Capital Markets, Corporate Development, Due Diligence
Education
Northwestern University - Kellogg School of Management 1994 — 1995
M.M., Finance
University of Virginia 1986 — 1990
BS, Commerce
SOLIC Capital Advisors, LLC January 2014 - Present
Navigant capital Advisors August 2006 - December 2013
SunTrust Robinson Humphrey March 1992 - September 2006
The Robinson Humphrey Company 1992 - 2006
Skills
Corporate Finance, Investment Banking, Credit, Acquisitions, Financial Services, Management, Mortgage Lending, Private Equity, Valuation, Venture Capital, Financial Modeling, Business Valuation, Capital Markets, Corporate Development, Due Diligence
Education
Northwestern University - Kellogg School of Management 1994 — 1995
M.M., Finance
University of Virginia 1986 — 1990
BS, Commerce
Kartheek Reddy, CFA's Navigant Capital Advisors Experience March 2012 - Present
Job Associate Director at Navigant Capital Advisors
Industry Financial Services
Experience
Navigant Capital Advisors March 2012 - Present
Freddie Mac October 2007 - March 2012
Deloitte & Touche LLP August 2005 - October 2007
Skills
Forecasting, Credit, Portfolio Management, Financial Modeling, Mortgage Lending, Loans, Business Development, Internal Controls, Financial Analysis, Valuation, Management, Corporate Finance, Enterprise Risk..., Risk Management
Education
University of Cincinnati College of Business 2004 — 2005
MSBA, Quantitative Analysis
Indian Institute of Technology, Roorkee 2000 — 2004
BTech, Industrial Engg
Navigant Capital Advisors March 2012 - Present
Freddie Mac October 2007 - March 2012
Deloitte & Touche LLP August 2005 - October 2007
Skills
Forecasting, Credit, Portfolio Management, Financial Modeling, Mortgage Lending, Loans, Business Development, Internal Controls, Financial Analysis, Valuation, Management, Corporate Finance, Enterprise Risk..., Risk Management
Education
University of Cincinnati College of Business 2004 — 2005
MSBA, Quantitative Analysis
Indian Institute of Technology, Roorkee 2000 — 2004
BTech, Industrial Engg
Kenneth Benton's Navigant Capital Advisors Experience August 2010 - October 2012
Job Vice President at Hammond Hanlon Camp LLC
Industry Financial Services
Experience
Hammond Hanlon Camp LLC May 2015 - Present
Scott-Macon, Ltd. March 2014 - May 2015
Mensura Securities, LLC / Mensura Capital, LLC November 2012 - March 2014
Navigant Capital Advisors August 2010 - October 2012
RiskMetrics Group February 2010 - August 2010
Avalon Group Ltd. June 2009 - April 2010
UBS Investment Bank 2008 - 2009
The Lenox Group May 2007 - August 2007
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2002 - 2004
Skills
CIRA, Series 7, Series 63, Valuation, Financial Modeling, Business Writing, DCF, Healthcare, Energy, Renewable Energy, Microsoft Excel, PowerPoint, Microsoft Word, Markit, Bloomberg, Thomson One Banker, Debtwire, LCD Comps, Capital IQ
Education
Emory University - Goizueta Business School 2006 — 2008
Master of Business Administration (MBA)
Emory University School of Law 2004 — 2008
Doctor of Law (JD)
Williams College 1997 — 2001
Bachelor of Arts (BA), Political Economy
The Hotchkiss School 1993 — 1997
Hammond Hanlon Camp LLC May 2015 - Present
Scott-Macon, Ltd. March 2014 - May 2015
Mensura Securities, LLC / Mensura Capital, LLC November 2012 - March 2014
Navigant Capital Advisors August 2010 - October 2012
RiskMetrics Group February 2010 - August 2010
Avalon Group Ltd. June 2009 - April 2010
UBS Investment Bank 2008 - 2009
The Lenox Group May 2007 - August 2007
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2002 - 2004
Skills
CIRA, Series 7, Series 63, Valuation, Financial Modeling, Business Writing, DCF, Healthcare, Energy, Renewable Energy, Microsoft Excel, PowerPoint, Microsoft Word, Markit, Bloomberg, Thomson One Banker, Debtwire, LCD Comps, Capital IQ
Education
Emory University - Goizueta Business School 2006 — 2008
Master of Business Administration (MBA)
Emory University School of Law 2004 — 2008
Doctor of Law (JD)
Williams College 1997 — 2001
Bachelor of Arts (BA), Political Economy
The Hotchkiss School 1993 — 1997
Oates John's Navigant Capital Advisors Experience November 2006 - December 2007
Job Managing Director at Marshall & Stevens Incorporated
Industry Financial Services
Experience
Marshall & Stevens Incorporated February 2010 - Present
Mesirow Financial January 2008 - February 2010
Navigant Capital Advisors November 2006 - December 2007
Deloitte & Touche LLP 1998 - 2005
American Appraisal Associates June 1995 - May 1998
Marshall & Stevens 1983 - 1995
Skills
Automobile, Waste Water Treatment, Gas, Wind, Steel, Renewable Energy, Energy, Solar, Oil, Semiconductors, Valuation, Solar Energy, Investment Banking, Structured Finance, Due Diligence, Bankruptcy, Project Finance, Mergers & Acquisitions, Business Valuation, Venture Capital, Private Equity, Financial Structuring, Capital Markets, Restructuring, Corporate Finance, Alternative Investments, Leveraged Finance, Financial Modeling, Asset Based Lending, M&A experience, Mentoring
Education
Marquette University 1967 — 1971
BA, History
Loyola Academy 1963 — 1967
Marshall & Stevens Incorporated February 2010 - Present
Mesirow Financial January 2008 - February 2010
Navigant Capital Advisors November 2006 - December 2007
Deloitte & Touche LLP 1998 - 2005
American Appraisal Associates June 1995 - May 1998
Marshall & Stevens 1983 - 1995
Skills
Automobile, Waste Water Treatment, Gas, Wind, Steel, Renewable Energy, Energy, Solar, Oil, Semiconductors, Valuation, Solar Energy, Investment Banking, Structured Finance, Due Diligence, Bankruptcy, Project Finance, Mergers & Acquisitions, Business Valuation, Venture Capital, Private Equity, Financial Structuring, Capital Markets, Restructuring, Corporate Finance, Alternative Investments, Leveraged Finance, Financial Modeling, Asset Based Lending, M&A experience, Mentoring
Education
Marquette University 1967 — 1971
BA, History
Loyola Academy 1963 — 1967
Matthew Chao's Navigant Capital Advisors Experience 2008 - 2012
Job MBA Candidate at McCombs School of Business
Industry Real Estate
Experience
McCombs School of Business August 2014 - Present
PepsiCo June 2015 - August 2015
Genesis Real Estate Group, LLC 2012 - 2014
Navigant Capital Advisors 2008 - 2012
Deloitte 2007 - 2007
Skills
Financial Modeling, Financial Reporting, Valuation, Financial Analysis, Business Valuation, Real Estate Transactions, Real Estate Financing, Transaction Advisory..., Due Diligence, Budgets
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance
St. Mark's School of Texas
High School
McCombs School of Business August 2014 - Present
PepsiCo June 2015 - August 2015
Genesis Real Estate Group, LLC 2012 - 2014
Navigant Capital Advisors 2008 - 2012
Deloitte 2007 - 2007
Skills
Financial Modeling, Financial Reporting, Valuation, Financial Analysis, Business Valuation, Real Estate Transactions, Real Estate Financing, Transaction Advisory..., Due Diligence, Budgets
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance
St. Mark's School of Texas
High School
Sarah Loutner's Navigant Capital Advisors Experience August 2005 - May 2006
Job Director of Operations at TPG Financial
Industry Insurance
Experience
TPG FINANCIAL January 2008 - Present
TPG FINANCIAL June 2006 - January 2008
Navigant Capital Advisors August 2005 - May 2006
Skills
Financial Analysis, Valuation, Portfolio Management, Financial Risk, Financial Modeling, Investments, Risk Management, Leadership, Underwriting, Public Speaking, Strategic Planning, Wealth Management, Sales, Securities, Management, Finance, Microsoft Excel, Business Development, Insurance, Mutual Funds, Strategic Financial..., Life Insurance
Education
University of Kentucky 2005 — 2006
M.B.A., Business Management and Finance
Austin Peay State University 2002 — 2005
Bachelors of Business Administration, Management
TPG FINANCIAL January 2008 - Present
TPG FINANCIAL June 2006 - January 2008
Navigant Capital Advisors August 2005 - May 2006
Skills
Financial Analysis, Valuation, Portfolio Management, Financial Risk, Financial Modeling, Investments, Risk Management, Leadership, Underwriting, Public Speaking, Strategic Planning, Wealth Management, Sales, Securities, Management, Finance, Microsoft Excel, Business Development, Insurance, Mutual Funds, Strategic Financial..., Life Insurance
Education
University of Kentucky 2005 — 2006
M.B.A., Business Management and Finance
Austin Peay State University 2002 — 2005
Bachelors of Business Administration, Management
Liz Montano's Navigant Capital Advisors Experience 2006 - 2007
Job Consultant
Industry Venture Capital & Private Equity
Experience
Independent Business Consultant January 2014 - Present
Depot CrossFit January 2014 - Present
Syncom Venture Partners February 2011 - December 2013
Maya Cinemas June 2009 - February 2011
The Boston Consulting Group June 2008 - August 2008
Navigant Capital Advisors 2006 - 2007
Navigant Capital Advisors 2004 - 2006
LECG 2003 - 2004
Skills
Financial Modeling, Business Valuation, Financial Analysis, Venture Capital, Management Consulting, Corporate Finance, Business Strategy, Small Business, Entrepreneurship, Start-up Ventures, Start-ups, Valuation, Mergers & Acquisitions, Private Equity, Strategy, Business Development, Due Diligence, Competitive Analysis
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of California, Santa Barbara 2002 — 2003
Master's degree, Economics
Independent Business Consultant January 2014 - Present
Depot CrossFit January 2014 - Present
Syncom Venture Partners February 2011 - December 2013
Maya Cinemas June 2009 - February 2011
The Boston Consulting Group June 2008 - August 2008
Navigant Capital Advisors 2006 - 2007
Navigant Capital Advisors 2004 - 2006
LECG 2003 - 2004
Skills
Financial Modeling, Business Valuation, Financial Analysis, Venture Capital, Management Consulting, Corporate Finance, Business Strategy, Small Business, Entrepreneurship, Start-up Ventures, Start-ups, Valuation, Mergers & Acquisitions, Private Equity, Strategy, Business Development, Due Diligence, Competitive Analysis
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of California, Santa Barbara 2002 — 2003
Master's degree, Economics
Scott Drumm's Navigant Capital Advisors Experience October 2005 - July 2006
Job Associate Asset Manager at American Realty Advisors
Industry Real Estate
Experience
American Realty Advisors August 2014 - Present
American Realty Advisors PMRG July 2006 - July 2014
Navigant Capital Advisors October 2005 - July 2006
Deloitte & Touche November 2004 - October 2005
LaSalle Investment Management May 2001 - November 2004
Skills
Appraisals, Asset Management, Commercial Real Estate, Due Diligence, Finance, Portfolio Management, Real Estate Development, Real Estate Economics, Valuation
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Finance
American Realty Advisors August 2014 - Present
American Realty Advisors PMRG July 2006 - July 2014
Navigant Capital Advisors October 2005 - July 2006
Deloitte & Touche November 2004 - October 2005
LaSalle Investment Management May 2001 - November 2004
Skills
Appraisals, Asset Management, Commercial Real Estate, Due Diligence, Finance, Portfolio Management, Real Estate Development, Real Estate Economics, Valuation
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Finance
Matthew Brown, CFP®'s Navigant Capital Advisors Experience June 2007 - July 2009
Job at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS December 2009 - Present
Navigant Capital Advisors June 2007 - July 2009
CapitalSource August 2004 - August 2005
SunTrust Bank August 2001 - August 2004
Skills
Investments
Education
Emory University 2005 — 2007
MBA, Finance, Leadership
Hampden-Sydney College 1997 — 2001
BA, Managerial Economics
The University of Queensland 2000 — 2000
Mountain Brook High School
UBS December 2009 - Present
Navigant Capital Advisors June 2007 - July 2009
CapitalSource August 2004 - August 2005
SunTrust Bank August 2001 - August 2004
Skills
Investments
Education
Emory University 2005 — 2007
MBA, Finance, Leadership
Hampden-Sydney College 1997 — 2001
BA, Managerial Economics
The University of Queensland 2000 — 2000
Mountain Brook High School
Federico Azpiazu's Navigant Capital Advisors Experience 2004 - 2008
Job Vice President at Duff & Phelps Alternative Asset Advisory/Portfolio Valuation Services
Industry Financial Services
Experience
Duff & Phelps November 2013 - Present
Deloitte Financial Advisory Services February 2008 - November 2013
Navigant Capital Advisors 2004 - 2008
Lopez Leon Brokers September 2000 - August 2002
Merrill Lynch 1999 - 2000
Education
The George Washington University - School of Business 2002 — 2003
Master of Science in Finance, Finance
University of California, Berkeley 1999 — 1999
Postgraduate Studies, Investment Management
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1991 — 1995
Bachelor's degree, Economics
Duff & Phelps November 2013 - Present
Deloitte Financial Advisory Services February 2008 - November 2013
Navigant Capital Advisors 2004 - 2008
Lopez Leon Brokers September 2000 - August 2002
Merrill Lynch 1999 - 2000
Education
The George Washington University - School of Business 2002 — 2003
Master of Science in Finance, Finance
University of California, Berkeley 1999 — 1999
Postgraduate Studies, Investment Management
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1991 — 1995
Bachelor's degree, Economics
Matt Caine's Navigant Capital Advisors Experience 2005 - December 2013
Job Managing Director at SOLIC Capital Advisors
Industry Investment Banking
Experience
SOLIC Capital Advisors January 2014 - Present
Navigant Capital Advisors 2005 - December 2013
Casas, Benjamin & White, LLC 2002 - 2005
The Robinson-Humphrey Company 1999 - 2002
First Tennessee Bank 1995 - 1997
First Tennessee Bank 1992 - 1994
Skills
Investment Banking, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Restructuring, Hedge Funds, Venture Capital, Alternative Investments, Leveraged Finance, Valuation, Equity Research, Corporate Development, Emerging Markets
Education
University of Chicago Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Accounting
Vanderbilt University 1988 — 1992
Bachelor of Arts (B.A.), Mathematics, Business Administration (minor)
The McCallie School 1982 — 1988
High School Diploma
SOLIC Capital Advisors January 2014 - Present
Navigant Capital Advisors 2005 - December 2013
Casas, Benjamin & White, LLC 2002 - 2005
The Robinson-Humphrey Company 1999 - 2002
First Tennessee Bank 1995 - 1997
First Tennessee Bank 1992 - 1994
Skills
Investment Banking, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Restructuring, Hedge Funds, Venture Capital, Alternative Investments, Leveraged Finance, Valuation, Equity Research, Corporate Development, Emerging Markets
Education
University of Chicago Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Accounting
Vanderbilt University 1988 — 1992
Bachelor of Arts (B.A.), Mathematics, Business Administration (minor)
The McCallie School 1982 — 1988
High School Diploma
Jason Simmers's Navigant Capital Advisors Experience 2005 - 2009
Job Healthcare Finance
Industry Investment Management
Experience
NorthStar Asset Management Group Inc. 2013 - Present
Height Securities 2009 - 2013
Navigant Capital Advisors 2005 - 2009
Healthcare Realty Trust 2004 - 2005
AECOM 1999 - 2003
Skills
Financial Analysis, Due Diligence, Private Equity, Financial Modeling, Valuation, Equity Research, Investments
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Finance & Health Policy
The University of Texas at Austin
BS, Engineering
NorthStar Asset Management Group Inc. 2013 - Present
Height Securities 2009 - 2013
Navigant Capital Advisors 2005 - 2009
Healthcare Realty Trust 2004 - 2005
AECOM 1999 - 2003
Skills
Financial Analysis, Due Diligence, Private Equity, Financial Modeling, Valuation, Equity Research, Investments
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Finance & Health Policy
The University of Texas at Austin
BS, Engineering
Donna Doria's Navigant Capital Advisors Experience December 2010 - May 2012
Job Director of Finance & Accounting
Industry Hospitality
Experience
Providence Biltmore Hotel May 2012 - Present
Navigant Capital Advisors December 2010 - May 2012
Sagecrest 2005 - 2011
Education
Marymount Manhattan College
Bachelor of Science (BS), Accounting and Finance
Providence Biltmore Hotel May 2012 - Present
Navigant Capital Advisors December 2010 - May 2012
Sagecrest 2005 - 2011
Education
Marymount Manhattan College
Bachelor of Science (BS), Accounting and Finance
Hirak Bali's Navigant Capital Advisors Experience July 2006 - September 2006
Job Investment Professional at The TCW Group
Industry Venture Capital & Private Equity
Experience
The TCW Group April 2014 - Present
Aurora Capital Group August 2010 - Present
Jefferies & Company June 2010 - August 2010
Jefferies & Company June 2007 - June 2010
Navigant Capital Advisors July 2006 - September 2006
Europlay Capital Advisors January 2006 - June 2006
Education
University of California, Los Angeles
BA, Business Economics
El Camino Fundamental High School 2000 — 2004
The TCW Group April 2014 - Present
Aurora Capital Group August 2010 - Present
Jefferies & Company June 2010 - August 2010
Jefferies & Company June 2007 - June 2010
Navigant Capital Advisors July 2006 - September 2006
Europlay Capital Advisors January 2006 - June 2006
Education
University of California, Los Angeles
BA, Business Economics
El Camino Fundamental High School 2000 — 2004
Neeli Souli Kohan, CPA, CFA's Navigant Capital Advisors Experience January 2014 - Present
Job Associate Director at Navigant Capital Advisors
Industry Management Consulting
Experience
Navigant Capital Advisors January 2014 - Present
Deloitte Financial Advisory Services September 2006 - January 2014
Deloitte Financial Advisory September 2001 - September 2006
Deloitte Financial Advisory Services LLP September 1999 - September 2001
Deloitte Financial Advisory Services December 1997 - September 1999
OSG Ship Management 1991 - 1997
Skills
Project Finance, Valuation, Business Valuation, Financial Analysis, Financial Modeling, M&A experience, Renewable Energy, Energy, Private Equity, Transportation, Shipping, Financial Management..., Due Diligence, US GAAP, Financial Advisory, Finance, Corporate Finance, Internal Controls, Restructuring, Analysis, SEC filings, Management, Auditing, Investment Banking
Education
Pace University - Lubin School of Business 1993 — 1997
Master of Business Administration (MBA), Finance and International Business
Yeshiva University 1988 — 1991
Bachelor of Science (BS), Accounting
Navigant Capital Advisors January 2014 - Present
Deloitte Financial Advisory Services September 2006 - January 2014
Deloitte Financial Advisory September 2001 - September 2006
Deloitte Financial Advisory Services LLP September 1999 - September 2001
Deloitte Financial Advisory Services December 1997 - September 1999
OSG Ship Management 1991 - 1997
Skills
Project Finance, Valuation, Business Valuation, Financial Analysis, Financial Modeling, M&A experience, Renewable Energy, Energy, Private Equity, Transportation, Shipping, Financial Management..., Due Diligence, US GAAP, Financial Advisory, Finance, Corporate Finance, Internal Controls, Restructuring, Analysis, SEC filings, Management, Auditing, Investment Banking
Education
Pace University - Lubin School of Business 1993 — 1997
Master of Business Administration (MBA), Finance and International Business
Yeshiva University 1988 — 1991
Bachelor of Science (BS), Accounting
Leo Dorsey's Navigant Capital Advisors Experience January 2007 - December 2007
Job Valuation Consulting Professional
Industry Management Consulting
Experience
Marshall & Stevens 2010 - Present
Mesirow Financial January 2008 - July 2009
Navigant Capital Advisors January 2007 - December 2007
Lease Valuation International, Inc. January 2005 - December 2006
American Appraisal Associates, Inc. November 1984 - August 2004
Skills
Purchase Price..., Appraisals, Mergers, Due Diligence, Valuation, Mergers & Acquisitions, Corporate Finance, Finance, Management, Asset Management, Pricing, Energy, Renewable Energy, Negotiation, Financial Analysis
Education
Milwaukee School of Engineering 1979 — 1983
BS, Architectural Engineering
Milwaukee School of Engineering 1979 — 1983
AAS, Architectural and Building Construction Engineering Technology
Carmel High School 1975 — 1979
Marshall & Stevens 2010 - Present
Mesirow Financial January 2008 - July 2009
Navigant Capital Advisors January 2007 - December 2007
Lease Valuation International, Inc. January 2005 - December 2006
American Appraisal Associates, Inc. November 1984 - August 2004
Skills
Purchase Price..., Appraisals, Mergers, Due Diligence, Valuation, Mergers & Acquisitions, Corporate Finance, Finance, Management, Asset Management, Pricing, Energy, Renewable Energy, Negotiation, Financial Analysis
Education
Milwaukee School of Engineering 1979 — 1983
BS, Architectural Engineering
Milwaukee School of Engineering 1979 — 1983
AAS, Architectural and Building Construction Engineering Technology
Carmel High School 1975 — 1979
Matt Saba's Navigant Capital Advisors Experience 2010 - 2012
Job Senior Financial Manager Capital Adequacy and Resolution at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank September 2014 - Present
Navigant Consulting 2012 - September 2014
Navigant Capital Advisors 2010 - 2012
Skills
Forensic Accounting, Financial Modeling, Valuation, Mergers & Acquisitions, Business Valuation, Financial Reporting, Healthcare, Corporate Governance, Finance, Strategy, Analytics, Executive Management, Equities, Data Analysis, Risk Management, Business Strategy
Education
Tulane University 2007 — 2008
Masters, Finance
Tulane University 2003 — 2007
Bachelors, Finance
SunTrust Bank September 2014 - Present
Navigant Consulting 2012 - September 2014
Navigant Capital Advisors 2010 - 2012
Skills
Forensic Accounting, Financial Modeling, Valuation, Mergers & Acquisitions, Business Valuation, Financial Reporting, Healthcare, Corporate Governance, Finance, Strategy, Analytics, Executive Management, Equities, Data Analysis, Risk Management, Business Strategy
Education
Tulane University 2007 — 2008
Masters, Finance
Tulane University 2003 — 2007
Bachelors, Finance
Nancy H. Welsh, MAI, MRICS's Navigant Capital Advisors Experience May 2011 - Present
Job Director, Navigant Capital Advisors
Industry Commercial Real Estate
Experience
Navigant Capital Advisors May 2011 - Present
Nancy H. Welsh, MAI, MRICS September 2009 - May 2011
American Appraisal Associates 2005 - 2009
Skills
Valuation, Real Estate, Feasibility Studies, Research, Real Estate Economics, Appraisals, Portfolio Management, Due Diligence, Financial Modeling
Education
University of Pennsylvania 1970 — 1972
Bachelor of Arts (B.A.), Urban Studies/Affairs, Magna Cum Laude
Central Bucks High School 1965 — 1968
Diploma, College Preparatory
Navigant Capital Advisors May 2011 - Present
Nancy H. Welsh, MAI, MRICS September 2009 - May 2011
American Appraisal Associates 2005 - 2009
Skills
Valuation, Real Estate, Feasibility Studies, Research, Real Estate Economics, Appraisals, Portfolio Management, Due Diligence, Financial Modeling
Education
University of Pennsylvania 1970 — 1972
Bachelor of Arts (B.A.), Urban Studies/Affairs, Magna Cum Laude
Central Bucks High School 1965 — 1968
Diploma, College Preparatory
Daniel Weekes's Navigant Capital Advisors Experience December 2010 - December 2013
Job Consultant at SOLIC Capital Advisors, LLC (formerly part of Navigant Capital Advisors)
Industry Financial Services
Experience
SOLIC Capital Advisors, LLC (formerly part of Navigant Capital Advisors) January 2014 - Present
Navigant Capital Advisors December 2010 - December 2013
NJF Advisors, LLC December 2009 - December 2010
Windmill Management, LLC June 2006 - December 2010
ML Weekes & Company, PC 2003 - May 2006
Ernst & Young 1999 - 2003
Skills
Accounting, Finance, Auditing, Financial Analysis, Management, Start-ups, Internal Controls, CPA, Due Diligence
Education
Plymouth State University 1995 — 1999
B.S., Accounting
SOLIC Capital Advisors, LLC (formerly part of Navigant Capital Advisors) January 2014 - Present
Navigant Capital Advisors December 2010 - December 2013
NJF Advisors, LLC December 2009 - December 2010
Windmill Management, LLC June 2006 - December 2010
ML Weekes & Company, PC 2003 - May 2006
Ernst & Young 1999 - 2003
Skills
Accounting, Finance, Auditing, Financial Analysis, Management, Start-ups, Internal Controls, CPA, Due Diligence
Education
Plymouth State University 1995 — 1999
B.S., Accounting
Eric Bae's Navigant Capital Advisors Experience March 2005 - October 2006
Job
Industry Banking
Experience
Wells Fargo Capital Finance October 2006 - Present
Navigant Capital Advisors March 2005 - October 2006
LECG July 2003 - February 2005
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Valuation, Banking, Credit, Capital Markets, Loans, Corporate Finance, Commercial Banking, Underwriting, Commercial Lending, Due Diligence
Education
Occidental College 1999 — 2003
BA, Economics
Wells Fargo Capital Finance October 2006 - Present
Navigant Capital Advisors March 2005 - October 2006
LECG July 2003 - February 2005
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Valuation, Banking, Credit, Capital Markets, Loans, Corporate Finance, Commercial Banking, Underwriting, Commercial Lending, Due Diligence
Education
Occidental College 1999 — 2003
BA, Economics
Sanjana Banerjee's Navigant Capital Advisors Experience July 2012 - Present
Job Senior Associate at Freddie Mac
Industry Financial Services
Experience
Freddie Mac June 2013 - Present
Navigant Capital Advisors July 2012 - Present
PCAOB August 2011 - December 2011
American University November 2010 - September 2011
BMR Advisors Pvt Ltd. May 2006 - July 2010
NA shah associates 2003 - 2006
Skills
Valuation, Due Diligence, Accounting, Forecasting, Corporate Finance, Financial Analysis, Financial Modeling
Education
American University - Kogod School of Business 2010 — 2012
Master of Business Administration, finance; Accounting Department
Freddie Mac June 2013 - Present
Navigant Capital Advisors July 2012 - Present
PCAOB August 2011 - December 2011
American University November 2010 - September 2011
BMR Advisors Pvt Ltd. May 2006 - July 2010
NA shah associates 2003 - 2006
Skills
Valuation, Due Diligence, Accounting, Forecasting, Corporate Finance, Financial Analysis, Financial Modeling
Education
American University - Kogod School of Business 2010 — 2012
Master of Business Administration, finance; Accounting Department
Donna Stacy's Navigant Capital Advisors Experience January 2000 - January 2007
Job Administrative Professional
Industry Financial Services
Experience
Independent Contractor October 2012 - Present
Conway MacKenzie March 2009 - November 2009
Grant Thornton LLP January 2007 - March 2009
Navigant Capital Advisors January 2000 - January 2007
Ernst & Young February 1988 - January 2000
Education
University of Arizona
Independent Contractor October 2012 - Present
Conway MacKenzie March 2009 - November 2009
Grant Thornton LLP January 2007 - March 2009
Navigant Capital Advisors January 2000 - January 2007
Ernst & Young February 1988 - January 2000
Education
University of Arizona
John DelPonti Jr.'s Navigant Capital Advisors Experience 2010 - Present
Job Managing Director at Navigant Capital Advisors
Industry Financial Services
Experience
Navigant Capital Advisors 2010 - Present
RoundPoint Financial Group October 2007 - February 2010
Navigant Consulting July 2006 - September 2007
Countrywide Financial Corporation October 2005 - June 2006
Indymac Bank March 2004 - August 2005
Price Waterhouse Coopers September 1996 - March 2004
Skills
CDO, Financial Accounting, Valuation
Education
The George Washington University - School of Business 1994 — 1996
MBA, Business
Boston College 1982 — 1986
B.S, Accounting & Computer Science
Navigant Capital Advisors 2010 - Present
RoundPoint Financial Group October 2007 - February 2010
Navigant Consulting July 2006 - September 2007
Countrywide Financial Corporation October 2005 - June 2006
Indymac Bank March 2004 - August 2005
Price Waterhouse Coopers September 1996 - March 2004
Skills
CDO, Financial Accounting, Valuation
Education
The George Washington University - School of Business 1994 — 1996
MBA, Business
Boston College 1982 — 1986
B.S, Accounting & Computer Science
Emil Giliotti Jr.'s Navigant Capital Advisors Experience May 2011 - July 2013
Job Restructuring
Industry Investment Banking
Experience
Rothschild August 2013 - Present
Navigant Capital Advisors May 2011 - July 2013
AEA Investors LP June 2006 - March 2009
Lehman Brothers May 2002 - June 2006
Skills
Venture Capital, Hedge Funds, Restructuring, Private Equity, Investment Banking, Mutual Funds, Corporate Finance, Valuation, Due Diligence, Financial Modeling, LBO, Mergers, Financial Analysis, Leveraged Finance
Education
International University of Monaco 2010 — 2011
MBA, Applied Finance
SUNY Albany 1997 — 2001
BA, Economics
Rothschild August 2013 - Present
Navigant Capital Advisors May 2011 - July 2013
AEA Investors LP June 2006 - March 2009
Lehman Brothers May 2002 - June 2006
Skills
Venture Capital, Hedge Funds, Restructuring, Private Equity, Investment Banking, Mutual Funds, Corporate Finance, Valuation, Due Diligence, Financial Modeling, LBO, Mergers, Financial Analysis, Leveraged Finance
Education
International University of Monaco 2010 — 2011
MBA, Applied Finance
SUNY Albany 1997 — 2001
BA, Economics
Kira Abramovs's Navigant Capital Advisors Experience April 2011 - Present
Job Consultant at Navigant Capital Advisors
Industry Accounting
Experience
Navigant Capital Advisors April 2011 - Present
YMCA of Central Florida January 2006 - December 2010
Sussman, Jaffe August 2000 - August 2004
Retz Baker, PA, CPA's January 1995 - August 1999
Skills
Accounting, Forecasting, Auditing, Budgets, Internal Controls, Accounts Payable, Management, Tax, Cash Flow, Start-ups, Financial Statements, Fixed Assets, Invoicing, Human Resources, Bookkeeping, Business Process, Negotiation, Cash Flow Forecasting, Tax Preparation, Treasury Management
Education
University of North Florida
BA
Navigant Capital Advisors April 2011 - Present
YMCA of Central Florida January 2006 - December 2010
Sussman, Jaffe August 2000 - August 2004
Retz Baker, PA, CPA's January 1995 - August 1999
Skills
Accounting, Forecasting, Auditing, Budgets, Internal Controls, Accounts Payable, Management, Tax, Cash Flow, Start-ups, Financial Statements, Fixed Assets, Invoicing, Human Resources, Bookkeeping, Business Process, Negotiation, Cash Flow Forecasting, Tax Preparation, Treasury Management
Education
University of North Florida
BA
Brett Cohen's Navigant Capital Advisors Experience May 2012 - August 2012
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Indiana University September 2012 - May 2014
The Briad Group June 2013 - August 2013
Navigant Capital Advisors May 2012 - August 2012
Skills
Investment Management, Investment Strategies, Fixed Income, Asset Management, Investment Banking, Finance, Equities, Capital Markets, Derivatives, Real Estate, Bloomberg Terminal, Trading, Valuation, Financial Modeling, Bloomberg
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), Finance, General
Morgan Stanley May 2014 - Present
Indiana University September 2012 - May 2014
The Briad Group June 2013 - August 2013
Navigant Capital Advisors May 2012 - August 2012
Skills
Investment Management, Investment Strategies, Fixed Income, Asset Management, Investment Banking, Finance, Equities, Capital Markets, Derivatives, Real Estate, Bloomberg Terminal, Trading, Valuation, Financial Modeling, Bloomberg
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), Finance, General
Brian Hasse's Navigant Capital Advisors Experience 2005 - 2008
Job Senior Associate at KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance August 2008 - Present
Navigant Capital Advisors 2005 - 2008
Education
Miami University
Bachelor of Science, Finance
KPMG Corporate Finance August 2008 - Present
Navigant Capital Advisors 2005 - 2008
Education
Miami University
Bachelor of Science, Finance
Christopher Gdowski's Navigant Capital Advisors Experience October 2008 - Present
Job Navigant Capital Advisors
Industry Financial Services
Experience
Navigant Capital Advisors October 2008 - Present
Sandler O'Neill & Partners, L.P. August 2006 - August 2008
Education
Creighton University
Navigant Capital Advisors October 2008 - Present
Sandler O'Neill & Partners, L.P. August 2006 - August 2008
Education
Creighton University
Kevin Brazitis's Navigant Capital Advisors Experience June 2011 - August 2011
Job Analyst at BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management August 2012 - September 2013
Navigant Capital Advisors June 2011 - August 2011
Skills
Financial Modeling, Mergers
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Applied Economics and Management
Bank of America Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management August 2012 - September 2013
Navigant Capital Advisors June 2011 - August 2011
Skills
Financial Modeling, Mergers
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Applied Economics and Management
William McCaleb's Navigant Capital Advisors Experience October 2004 - June 2009
Job Vice President at Atlanta Equity Investors, LLC
Industry Venture Capital & Private Equity
Experience
Atlanta Equity Investors, LLC July 2009 - Present
Navigant Capital Advisors October 2004 - June 2009
Lehman Brothers August 2002 - April 2004
Skills
Private Equity, Mergers, Acquisitions, Corporate Finance, Financial Analysis, Financial Modeling, Debt Restructuring, Mergers & Acquisitions, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Master of Business Administration (MBA)
The University of Georgia 1991 — 1995
Bachelor of Business Administration (BBA)
Atlanta Equity Investors, LLC July 2009 - Present
Navigant Capital Advisors October 2004 - June 2009
Lehman Brothers August 2002 - April 2004
Skills
Private Equity, Mergers, Acquisitions, Corporate Finance, Financial Analysis, Financial Modeling, Debt Restructuring, Mergers & Acquisitions, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Master of Business Administration (MBA)
The University of Georgia 1991 — 1995
Bachelor of Business Administration (BBA)
Kevin Lanier's Navigant Capital Advisors Experience October 2012 - Present
Job Senior Consultant at Navigant Capital Advisors
Industry Financial Services
Experience
Navigant Capital Advisors October 2012 - Present
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor's degree, Economics
The University of Georgia
Navigant Capital Advisors October 2012 - Present
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor's degree, Economics
The University of Georgia
Ryan Yamauchi, CFA's Navigant Capital Advisors Experience July 2007 - December 2007
Job Vice President at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial December 2007 - Present
Navigant Capital Advisors July 2007 - December 2007
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts (B.A.), Economics, Biochemistry
Mesirow Financial December 2007 - Present
Navigant Capital Advisors July 2007 - December 2007
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts (B.A.), Economics, Biochemistry