Profile

Profile

PREVIOUS EXPERIENCE
- McDonald Investments Inc. / KeyBank Capital Markets
Senior Managing Director, General Manager of the Investment Banking Group and Member of the Executive, Equity Underwriting, Debt Underwriting and M&A Commitment Committees
- American Fletcher Corporation / Bank One (now JPMorgan Chase)
Division Manager, Corporate Group; Manager, International Banking Division; General Manager of the European Branch; Area Manager for Europe, Middle East and Africa; Board Member; Executive Director

CORPORATE BOARD INVOLVEMENT
- Olympic Steel Inc.
- MAI Wealth Advisors LLC
- NDI Medical
- McDonald and Company Securities, Inc. (previous)
- Hyland Software (previous)

COMMUNITY INVOLVEMENT
- Kent State University
Member of the Board of Trustees
- University Hospitals Cleveland Medical Center
Board Member and Investment Committee Chairman
- Rainbow Babies and Children's Hospital National Leadership Council
Board Member (previous Chairman)
- Business Volunteers Unlimited
Board Member and Executive Committee Member
- Rock and Roll Hall of Fame
Board Member
- Ohio Venture Capital Authority
Chairman (appointed by Governor Ted Strickland)
- 50 Club of Cleveland
Member
- City Club of Cleveland
President (previous)
- Annual Fund of Duke University
Executive Committee Member (previous)
- Duke Alumni Association
Board Member and Executive Committee Member (previous)
- Cleveland Center for Contemporary Art
Board Member and Executive Committee Member (previous)
- United Cerebral Palsy Telethon
Chair (previous)
- INROADS of Northeast Ohio
Chair (previous)
- Achievement Centers for Children
President (previous)
- City of Indianapolis
Board Member and Treasurer (previous)

EDUCATION
- Duke University, B.A. (dean’s list)
- American Graduate School of International Management, M.B.A. (with honors)
- Stonier Graduate School at Rutgers University, Graduate Degree in Banking

Areas of Expertise

• Advisory Services in Chapter 11 Cases
• Aerospace & Defense
• Building Products
• Business Process Outsourcing
• Business Services
• Capital Goods
• Capital Raising
• Chemicals
• Consumer Products
• Distressed Real Estate Assets
• Divestitures
• Electrical & Electronics
• Energy Services
• Engineering & Construction
• Environmental
• Financial Services
• Food & Beverage
• Healthcare
• Industrial
• Infrastructure
• International Transactions
• Joint Ventures and Strategic Partnerships
• Leveraged Recapitalizations
• Marketing Services
• Mergers and Acquisitions
• Metals, Mining & Minerals
• Out-of-Court and Section 363 Sales
• Packaging, Plastics & Rubber
• Private Equity and Joint Ventures
• Private Placements of Equity
• Private Placements of Senior and Subordinated Debt
• Refinancing or Replacement of Existing Secured Indebtedness
• Restaurants
• Restructuring and Bankruptcy
• Restructuring of Unsecured Debt and Raising of Equity Capital
• Sell-Side and Buy-Side Advisory
• Specialty Retail
• Staffing Services
• Technology
• Valuations, Fairness Opinions and Solvency Opinions