A Portfolio of Boutique Service Providers That Span the M&A Continuum. 1 WTAS (formerly Arthur Anderson) is one of the largest independent financial advisory.

Slides:



Advertisements
Similar presentations
1 IPAA Private Capital Conference February 25, 2010 BAML Capital Partners BAML Capital Partners, Oil and Gas Investing John Shimp, Managing Director.
Advertisements

Human Capital Management Checklist for Success. It’s All About People!
Integrity / Independence / Insight. SOURCE: DailyBail.com.
Equity Research Analyst. What is Equity Research? Engage in primary and direct research in a coverage area as well as make investment recommendation Engage.
“Your Competitive Advantage” Executive & Professional Search Firm 250 E. Wisconsin Avenue, Suite 1800, Milwaukee, WI P:
Private Sector Perspectives on Federal Financial Systems Modernization and Shared Services.
Thank you Cox School of Business Cox MBA Concentrations Overview.
Executive Connections Waveland International. Executive Connections Executive Connections is a program launched to unite the nation’s top entrepreneurial.
Roundtable on International M&A Moderated by Professors John Graham and Ray Groth, this group of leading M&A professionals discuss their experiences and.
Firm Profile Introduction
Goal of This Presentation What is an Investment Bank? What are the opportunities? Learning more about the business What is an Investment Bank? What are.
Presentation to A.G. Edwards.
0 Career Opportunities in Public Accounting. Introduction to Deloitte & Touche 1 Deloitte Touche Tohmatsu u Over 100,000 people worldwide u Over 30,000.
Saks Gloweli Capital Saks Gloweli Capital is the Banking and Finance division of Saks Gloweli Consulting. It offers clients a range of financial advisory.
U OF U Entrepreneur Challenge Capital Sources EPIC Venture Fund Investing in seed and early-stage technology companies Opal Financial Group Emerging Manager.
TICKER: VRTU GROUP C VERTUSA. WHAT IS VERTUSA Vertusa is an IT company that provides many IT related solutions Business and IT consulting services Technology.
OFFICES: ILLINOIS | IOWA WWW. THEOVERTUREGROUP. COM © Copyright The Overture Group.
Careers in Finance. Morris Alhale SMG Class of 2007, Concentration in Finance & Accounting o Finance Club E-Board member and Senior Analyst.
OFFICES: CHICAGO, IL | CEDAR RAPIDS, IA © Copyright The Overture Group Successfully Orchestrated Recruitment.
IMC BREAKFAST M&A (RHC Case Studies) March 21, 2007 J. David Morris General Partner Red Hook Capital Mobile: (703)
1 Liberty Ventures Intl, LLC The ‘Road to’ Commercializing Early/Emerging Technologies Presented to Pillsbury, Winthrop, Shaw, Pittman June 20, 2008 Liberty.
HELLER FINANCIAL Indiana University POOP Presentation September 26, 2000 Focused on Performance.
International Investment Banking Sectors Sector Focus Technology: software Communications and Media Clean Tech and Energy McNamee Lawrence & Co. provides.
CSI Corporate Finance Overview Presentation First Tuesday 26 October, 2005.
Introducing NetFuel September NetFuel: Providing capital and talent to fuel Internet start-ups The goal: Highly successful client companies and.
Shea & Company, LLC Annual Enterprise Software Market Review Boylston StreetMichael H.M. Shea Floor 11Managing Director Boston, Massachusetts.
CHROSOLUTIONS Scope and Approach of Our Consulting Practice Horace Ho Founder & Principal Consultant CHRO Human Capital Solutions © 2009 CHRO Human Capital.
Integrity / Independence / Insight. Harmonic Investment Advisors is a boutique, research-driven investment management firm creating customized solutions.
Copyright 2006, AMPros Corporation, All Rights Reserved AMPros Overview Business Management Consultancy Minnesota “C” Corporation -
Career Opportunities in Public Accounting The Who, What, Where, When, Why and How……
Indiana University Professional Opportunities Orientation Program September 25, 2001 Presented by: Brian Oliver Laura Bissett Sarah Leinweber
Bill Tobin Director, Emerging Company Services PricewaterhouseCoopers Soup to Nuts 2002 Lessons From the Trenches.
1 Jonathan Shapiro - Partner, Chief Financial Officer at Ropart Asset Management Jonathan is currently a partner at Ropart Asset Management, a private.
The Evolution of Marketing at MNP
Presentation to.
China Healthcare Consulting Inc. Creating Value for Our Clients Boston Healthcare Associates, Inc. 75 Federal Street, 9 th Floor.
Balance Between Audit/Compliance and Risk Management- Best Practices FIRMA 21 st National Training Conference Julia Fredricks, U.S. Chief Compliance Officer.
1 © 2000 Arthur Andersen All rights reserved. Arthur Andersen Then and Now …. TODAY14 YRS. AGO $7 billion $1 billion ( ) (about 75 yrs to.
1 Copyright © 2006 Deloitte Development LLC. All rights reserved. The Case ABC Automotive Products has selected you to advise them on the sale of their.
About Steven J. Joffe New York, NY Senior Managing Director Steven Joffe is a senior managing director in.
NA (Acct’ & Finance Career) ACCOUNTING AND FINANCE CAREER OPPORTUNITIES Presented By: ARROW ELECTRONICS, INC.
Indiana University Select Career Opportunities Orientation Program September 16, 2003 Presented by: Mike Newell Jeff Brown Financial Opportunities.
Indiana University Professional Opportunities Orientation Program September 17, 2002 Presented by: Brian Oliver Jeff Brown Financial Opportunities.
Synergy Business Advisors Specialized services for Turnaround companies.
Experience clarity // CPAs & ADVISORS BKD NATIONAL HIGHER EDUCATION GROUP Jennifer Williams.
Banking and Financial Institutions
V-AssureU Assurance Services : CFO services / Risk and Compliance Management / Business Consulting contact us at
HAYNES BARKER INVESTMENT MANAGEMENT, LLC Portfolio Management & Analysis, Financial Planning, & Wealth Transfer Strategies 233 D Oil Well Road Jackson,
Cyber Security ⃝ Managing risk is at the forefront of every financial professional’s mind. CFMA Southern Ontario invites you to join in the discussion.
1 522 Capital Partners 380 Lexington Ave., 17 th FL, New York, NY T: , F: , Jennifer.
BUSINESS STRATEGY AND PLAN 2010 Emerging Energy Solutions 1.
THE LARGEST BANKS OF THE US. Plan 1. United States' Largest Banks 2. Bank of America 3. JPMorgan Chase 4. Citigroup Inc.
To the Board of Trustees
AMPros Overview Business Management Consultancy
Presentation to A.G. Edwards.
Brendan White Brendan is a computer scientist and mechanical engineer by trade, and a passionate supporter of startup ecosystems everywhere. He believes.
Career Opportunities in Public Accounting
Indiana University Finance P.O.O.P. Session
Ney York-Kiev-Miami-London-Zurich
Presentation to A.G. Edwards.
Family Office Tax and Legal Structures
Tom Watts – Watts Capital
Accounting / Financial Consulting
Tiburon Research February 12, 2019
Tiburon Research February 12, 2019
Slow Ventures: A Venture Capital Firm Specializing in Seed-Stage & Early-Stage Technology Investments Tiburon Research February 12, 2019.
A Look Inside Our Future Together:
One relationship. Many resources for business owners.
Abbott Capital: A Leading Private Equity Firm
Centana Growth Partners: A Private Equity Firm Specializing in Growth Capital Investments Tiburon Research December 28, 2018.
Presentation transcript:

A Portfolio of Boutique Service Providers That Span the M&A Continuum. 1 WTAS (formerly Arthur Anderson) is one of the largest independent financial advisory firms in the U.S. They provide financial advisory services with a focus on SALT, Due-Diligence, Compliance & Operations, Int’l Taxation, Transfer Pricing, Valuation, Partnership Accounting and Sovereign Wealth Funds. Ed Culhane – Managing Director Ewing Hill Advisors Inc. Capital Restoration LLC is an award winning, financial turnaround & restructuring firm with expertise in fraud, forensic acct., crisis management and strategic advisory for mid-market companies in transition. Extensive experience working with & representing banks, credit committees, Board-of-Directors and companies. Armand Lucarelli, CPA, CTP & CFO Zero Point Risk Research LLC – Provides investment risk advisory services, compliance & security assessments, privacy research, counter-economic espionage analysis, technology assessments & cloud consulting & governance consulting Services. JKL Partners LLC – Conducts int'l placement & interim executive-level human capital solutions & leadership teams for tech / communications, financial services, pharma, life sciences & healthcare services. Clients range in size from emerging growth through global 100 companies. Joan Lucarelli - founder of JKL Partners LLC Don Ulsch – CEO & Chief Risk Analyst Boutique Exec. comp., Benefits & Due-Diligence Co. Nat’l IT Strategy Infrastructure, Biz. Apps., Cloud, etc. Contract terms under discussion Multiple firms under evaluation JKL Partners

Charles E. Faron Charles E. Faron is a founding member & Managing Director of Ewing Hill Advisors, Inc. Strategic business developers, rainmakers & intermediaries the firm consults for Management Consulting and Professional Services firms in the U.S., & Canada. The organizations Principals offer direct access to a vast, collective network of executive contacts in multi-nationals, private equity, VC, Investment Banking, Intermediaries, Commercial Banks, Law Firms, Accounting, Financial Advisory, Wealth Management firms in Boston, NY, Chicago, Wash, D.C., Phila., & Toronto. Charles, is a former President & Chief Executive Officer of venture-backed portfolio companies and operating divisions of large, US multi-nationals. In addition, he has served on private boards, worked with numerous investment banks in pursuit of acquisitions, provided sourcing services and now performs strategic Business Development activities for Restructuring & Turnaround, Financial Services, Risk Management, interim Exec., placement & IT Consulting organizations throughout the U.S. & Canada. Most recently, Charles has provided business development, origination & technology consulting services for the Financial Advisory & Investment Banking firm of Duff & Phelps and Patina Solutions a provider of Executive Services & Fundless Sponsors for the M&A community. Previously, Charles held progressively responsible senior executive positions in organizations of various size and commercial emphasis. These range from the President & CEO of Navitas Technologies Inc., a clean-tech, R&D and manufacturing company located in Toronto, ON, the President of ServiceConnection, a subsidiary of PC Connection, a $1.5B public company located in New England as well as the Vice-President of US Operations for a global IT Outsourcing, Consulting & enterprise software company. There he directed the efforts of large, geographically-dispersed executive teams, managed a network of 35 + clients, and successfully managed a $130M P&L and a staff of more than 1,100 professional services and business executives. He also held leadership positions for Canopy Int’l an early-stage, middleware integration company, BNP-Paribas, Merrill Lynch and the Manufacturers Trust Co. of NY. Charles attended Northeastern University & Duke University’s Fuqua School of Business. He is a annual Mentor for the Ignite Clean Energy (ICE) program at MIT, Cambridge MA & an EIR with the Richard Ivey School of Business, London, ON. Board of Directors (former) – Navitas Technologies & Magnacom Technologies, Inc. Member – Detroit Economic Club (former), CEO’s Club of Boston, Assoc. for Corporate Growth (Committee member), Boston College Club, Tech Capital Network & ATA. 2 March 2011 Ewing Hill Advisors, Inc. Boston, New York, Toronto Ewing Hill Advisors Inc. Former President & CEO Husband Step-Dad Trap Shooter Pool Player Grandpa New Yorker at Heart