Management Level: MANAGING DIRECTORS

Scott is a CFO-level executive skilled at relationship management, building businesses, M&A transactions and integrations, EBITDA enhancement and financial and operational restructurings. He is a licensed CPA with experience in a variety of industries including real estate and a broad spectrum of financial services. Scott has proven expertise in acquisition due diligence and integration, financial modeling, KPI development and business planning. He has served as the regional CFO of a publicly traded property management company where he led financial management, human resources, risk management and operating departments while piloting impactful improvements in revenue and EBITDA growth. Scott began his career at PWC in the auditing and tax departments, then while at the Bank of New York, provided acquisition funding for LBO Sponsors. Additionally, he advised institutional clients on derivative and capital markets strategy at J.P. Morgan, Goldman, Sachs and the Royal Bank of Scotland. (M.B.A., Finance/Management of Organizations, Columbia University Graduate School of Business; B.S., Accounting/Economics/Psychology, State University of New York)

Bob is an M&A Lead Advisor as well as a CEO and COO-level Operating and Turnaround Manager with a distinguished background in operations, marketing, and finance. He holds designations of Certified Business Intermediary and M&A Master Intermediary. Bob has held leadership roles in many buy-side and sell-side M&A transactions across an array of industries including Manufacturing, Construction and related trades, IT, Motorsports and Agricultural Equipment, Marine Services, Healthcare, Continuing Education, and Advertising. He possesses strong credentials in construction, manufacturing products, aerospace structures, plastic goods, engineered products, natural gas transmission, industrial services, product management, and process engineering. Bob’s skill set includes business process mapping and improvement, manufacturing strategies, ERP systems, and ISO9000. His background includes Owner/Founder of a construction company while his corporate experience includes LTV Aircraft Products, SONAT (natural gas transmission), Rimnetics (custom plastic molding), Reflange (engineered piping products) and ATG Group (plastics contract manufacturing). (B.S., Civil Engineering, Texas A&M University; M.B.A., Columbia University)

Bob is an M&A Lead Advisor and also a CFO and CRO level executive with over 25 years of financial expertise in all aspects of enterprise transformation and transition as well as CEO to small and mid-sized family businesses and portfolio companies on an interim basis. As an M&A specialist, Bob has led numerous buy and sell-side engagements in multiple industries including Manufacturing, Industrial, Agricultural, E-Commerce, Healthcare and Continuing Education. In operating positions, he concentrates on due diligence, M&A integration, re-capitalizations, consolidations, cost reductions, raising capital, enhanced cash flow, working capital management, viability assessments, and product-line divestitures. Bob’s industry experience includes chemical processing, industrial products, technology, consumer products, petroleum, professional services and operating management roles in manufacturing, plant relocations, and distribution operations. He has conducted over 20 high-impact projects throughout the U.S., Europe, and Mexico including the rapid improvement and sale of a company for 9X EBITDA. Bob provides executive coaching in finance, organization, and operations, where he specializes in Lean manufacturing and Lean accounting, and teaches CPE classes in leadership, management, and accounting. His corporate experience includes DuPont, Dover Corporation, and equity interests in privately-owned companies. Certifications include CPA. (B.S., Business Administration, University of Tennessee)

Steven has proven multi-industry financial leadership skills as an entrepreneur, advisor, senior executive and Board member. His EGI roles involve advising and leading M&A engagements, strategy and finance assignments. He has a successful background in both buy-side and sell-side M&A and capital raising transactions and significant senior leadership experience in manufacturing and financial services environments, including turnaround situations. His M&A experience includes over 50 transactions involving prospecting, negotiation, due diligence and integration planning. Clients have included founder/owners without sponsors as well as private equity funds and family offices. His prior roles include Portfolio Manager of ARCO’s pension fund’s $100 Million Alternative Investment Portfolio, Los Angeles, including venture capital, private equity and real estate investments; Northrup Sloan, Dallas, where he was responsible for over $45 Million in land acquisitions that later sold for $120 Million; and Co-founder and Chief Investment Officer of de novo Americity Bank, Dallas, grown to $1 billion assets before being sold. His entrepreneurial background includes U.S. Cotton where he served as shareholder/Board member/CFO and led the Company’s growth from $5.0 Million to $135 Million sales, including acquisition transactions, and its subsequent sale to Parkdale Mills and as shareholder/senior advisor of Academy Corporation where he led the growth strategy from $45 Million to $220 Million in sales, including acquisitions, and its successful sale to Brush-Wellman. (Dual B.S.E./M.B.A., Finance and Accounting, Wharton School of Business, University of Pennsylvania)

Ron is a COO-level executive providing assessment and advisory support for corporate transformation. He specializes in logistics, supply chain management, business process improvement, operational audits, IT assessment, information systems integration, and quality management. He has has over 30 years of experience in logistics, manufacturing, banking, and service organizations. His corporate career includes Lockheed Martin, First Atlanta Bank, First Citizens Bank, Lanier Business Products, and as a Director of Logistics responsible for multi-state operation with 2,500 employees involved in providing transportation, maintenance, and supply operations that included rail, air, and seaport support. Previous Department Chair, Information Systems and Quantitative Methods, as well as Global Program Coordinator at Troy University. (B.S., Industrial Engineering, Georgia Institute of Technology; M.B.A., Finance, Georgia State University; Ph.D., Computer Information Systems, Nova Southeastern University)

Based in Switzerland and Germany, Whitney is a C-level Sales and Marketing executive, interim manager, and founding member of Everest Group International and Everest Group Global. Whitney is an integral part of the M&A group at Everest Group International, working on both buy and sell-side transactions in all aspects of the process. With over 20 years of domestic and international experience in strategy, marketing, and total business development and management, she has also worked and resided in Finland and Kuwait as well as undertaken business development initiatives in a variety of European, Asian, Middle East, and Latin American markets. Whitney is fluent in German and has knowledge of French, Spanish, Finnish, and Arabic. Her global consumer products and manufacturing experience crosses multiple industries and includes decorative interior products, furniture, healthcare, logistics, packaging, construction, and technology industries. She started up the International Division for LouverDrape, served as Interim Vice President Sales and Marketing at QualServ Corporation, and as interim marketing manager for a $400 million public company. She also has repeated experience devising sales and growth strategies as part of a company’s re-launch post-crisis. Her corporate background includes Maidenform, LouverDrape, National Semiconductor, and Wipak Oy. (B.S., B.A., Economics and German, Vanderbilt University)

Reid is an M&A Specialist as well as a public and private company C-level executive, Advisor, CFO, and CIO who focuses on business transformation, business process redesign, IT assessment, IT architecture, large-scale systems integration, and financial analysis and reporting. He is a senior member of our M&A practice who has guided numerous buy-side and sell-side projects across an array of industries. His Fortune 500 financial reporting and IT management experience includes operating as both CFO and CIO for the Anaconda Company’s Uranium Division, managing Oil Revenue Accounting for ARCO Oil & Gas, and directing systems development for Burlington Northern Railway (BNSF). As a systems integrator, he has designed and/or developed an automated claims processing system for United HealthCare, a global transaction-processing environment for Honeywell, an international data entry system for Citibank, and a worldwide document management infrastructure for Interpol. Reid also has extensive experience with internal control environments and Sarbanes-Oxley compliance. (B.S., Business Administration, Arizona State University W. P. Carey School of Business)

Allen is a Board participant and a CEO and CFO interim Manager with more than 35 years of national and international business experience in both public and private companies. Allen has an extensive and diversified background in general management, finance, M&A, administration, operations, IT services, Trustee, Board, and principal/owner capacity. His diverse industry experience includes manufacturing, transportation, supply chain management, telecommunications, health care, financial services, and e-commerce businesses. Allen’s background includes start-ups, high growth, restructuring, turnaround, and bankruptcy situations. He has served on the Board at QualServ Corporation (Chairman), Champion Homes (Audit Chair), CCLM Holdings (Chairman), Euramax (Compensation Committee), Magnatrax China JV-steel company, EquipMD (Chairman), and was the sole Trustee of the Magnatrax Shareholders Liquidity Trust. Allen is adept at communicating ideas, fostering discussion and teamwork, and developing managers. His expertise includes all facets of cash management. His corporate background includes Magnatrax, Smart Ventures, NeoForma/EquipMD, International Medical Innovations, Outsourcing Solutions, Purolator, FedEx, and United Airlines. (B.S., Computer Science and Math, University of Illinois; M.B.A, Roosevelt University)

Tom has extensive C-level management experience in telecommunications, manufacturing, construction, and logistics industries. He has operated as COO, Board Director, and on Advisory Board assignments and his career spans the full range of disciplines including creating and managing entrepreneurial companies and large, continuously improving organizations. Tom has also taken a company into Chapter 11 bankruptcy restructuring and successfully re-launched it as a healthy new entity. His responsibilities have included C-level management for sales, marketing, product management, business planning, engineering, operations, and supply chain optimization. Tom’s experience spans both North America and worldwide, including England, France, Germany, Sweden, Switzerland, Hong Kong, Japan, Afghanistan, and Iraq. His corporate career included management responsibilities at IBM, Concert, MCI Worldcom, TSI, and consulting for TNMG and EDS. (B.S., Computer Information Systems, Mercy College; M.S., Telecommunications Management, Pace University)

Larry has operated as CEO, Board member, Advisor and investor in global growth, transformational and transitional situations across a vast array of industries and consumer products. He has served on 12 Boards and as CEO, CRO, and COO in over 15 companies including American Buildings, LouverDrape, Del Mar, Home Fashions Canada, Westinghouse Remediation Services, Alexander Doll, QualServ Corporation, Monarch Windows, Clark Holdings, Inc., Lee Brass, Fulton Bellows and HiTech Electronic Displays. He has held leadership positions in the U.S and abroad with some of the world’s largest and most successful companies. Larry has operated on a worldwide basis to implement business-building strategies, relaunch companies, achieve turnarounds and corporate restructurings, manage innumerable M&A projects and reengineer infrastructures to eliminate struggle points. He has professionally managed relationships from the lender to the Board to the plant floor in public and private companies. Larry has led start-up operations domestically as well as in Mexico, Costa Rica, and the Dominican Republic. He has managed companies in bankruptcy and other troubled situations such as fraudulent actions on the part of executives. As CEO of Everest Group International, Larry has been integrally involved in numerous entrepreneurial business ventures. His Fortune 500 general management, operations and supply chain career includes International Playtex, Sara Lee, Harris Corporation, and U.S. Industries. (B.S., Industrial Engineering, Georgia Institute of Technology; M.S., Systems Management, Florida Institute of Technology)