John Bartlett is a former president of a $100 million company, which he helped to grow from $10 million over a 10-year period. He then negotiated terms that resulted in a successful sale of that business. Since that time, he has been involved in several acquisitions and divestitures as well as consulting many service and technology companies about sales and operational enhancement strategies.
John understands the operational aspects of the market with a particular emphasis on marketing, sales and revenue growth process / strategy. He is a graduate of Vanderbilt University.
Steve Thompson has spent most of his career as an M&A and corporate development focused CFO of mid-market businesses. He was instrumental in all areas of successful divestiture and financing transactions in industries which include software, distribution, manufacturing, and logistics. He has closed just under $1 billion of M&A and financing transactions. He is a graduate of the University of North Carolina.
Heather Cundey is an experienced business executive and franchise owner. With almost 30 years working for large New York public relations firms, Wall Street investment banks, a boutique financial advisor, and owning an interior design firm and franchise business, she has experienced all sides of companies and businesses. She understands the details of evaluating the proper balance of risk / return from an investment and work-life prospective. Having worked with franchisors she knows what to look for when selecting the right franchise match. Heather also is a marketing expert with a great understanding of the use of social media. She is a graduate of Cornell University.
Lori Moser has over 25 years of M&A and business strategy experience at a Fortune 500 business, investment bank, and a startup within various industries including consumer goods, automotive, software, industrial automation, and manufacturing. She has led the entire M&A process for numerous acquisitions / divestitures including identifying targets, preparing the teaser / CIM, financial forecasts and valuation, conducting due diligence, negotiating the LOI and definitive agreement, and developing / executing an implementation plan. Lori also has General Management (P&L) experience along with various roles in sales / marketing, operations, and procurement.
Michael has focused his career around main street and lower middle market businesses. He has an extensive background in M&A and business valuations as well as company growth and value exceleration. He has personally founded, acquired, and run businesses in the distribution industry, industrial services industry, and professional services industry and has spent time as the CFO of a manufacturer. Michael has an MBA with a concentration in Finance from Bentley University and BS in Accounting and a concentration in Economics from Bryant University.