Advisory Team
Bruce V. Bloom, CFE
Mr. Bloom is currently the Senior Vice President and Chief Development Officer for Boston Market Corporation, a 625 restaurant chain operating in 28 states. He joined the company after its acquisition by Sun Capital Partners in August of 2007. Prior to working with Boston Market, Mr. Bloom led Bloom & Associates, a consultancy dedicated to growing franchised businesses including Big Boy Restaurants International, Creating Wellness Alliance, Affinity Group, and Valvoline Instant Oil Change. Prior to working with these companies, Mr. Bloom was the President and Chief Executive Officer of Knights Inn, a 225 unit $125M franchised budget hotel chain, Senior Vice President and Brand Manager for Fairfield Inns by Marriott, a 385 unit, $540M business, Vice President of Development for Krystal Company, a 325 unit, $350M restaurant chain, and Vice President of Franchising and General Manager for Roy Rogers, a division of Hardee's Restuarants. He also worked with Marriott Family Restaurants, Perkins Restaurants, International Dairy Queen, and Golden Chicken of Minnesota. He is a Certified Franchise Executive (CFE), a past member of the Board of Directors of the International Franchise Association (IFA), a Trustee of the Educational Foundation of the IFA, past Chairman of the Franchise Relations Committee of the IFA, and a past president of the National Restaurant Council for NACORE.
Rich Pawloski
Mr. Pawlowski is a co-founder and Chief Executive Officer of Capitol Q Restaurants LLC. Capitol Q holds the rights to develop Qdoba Mexican Grill Restaurants in the Washington DC and Los Angeles metropolitan areas. He has opened four units within his first year of operation and currently has an additional four units under active development. Prior to Capitol Q he was a developer for W Hotels, a wholly-owned subsidiary of Starwood Hotels. He previously worked as a consultant for Bain & Company. He was educated at the University of Oxford, England, where he earned is Master in Engineering and Harvard Business School, where he earned his Master of Business Administration.
Jeff Rhodes
Mr. Rhodes is a Vice President in Texas Pacific Group's North American Buyouts Group (www.texaspacificgroup.com). Prior to joining TPG in 2005, Mr. Rhodes was an Engagement Manager at McKinsey & Company where he worked for 3 years in San Francisco and Boston. During this time at McKinsey, he led client engagements across a variety of industries and functional areas. Previously, Mr. Rhodes was VP, Business Development for Article27 LTD, a start-up software company in London. He received his M.B.A. from the Harvard Business School, where he was a Baker Scholar. He earned his B.A., Summa Cum Laude, in Economics from Williams College.
Gary Sutton
Mr. Sutton is a nationally recognized turnaround expert, author, and top-rated speaker. His turnaround experience spans nine industries. His experiences include being CEO of US Press from 1980 - 1986, CEO of Checks To Go from 1986-1989, CEO of Smiley Industries from 1989 - 1990, CEO of Knight Protective Industries from 1990 - 1996, and CEO of SkyDesk from 1996-2000. He's also been involved as a Director of WebSense since 1999. During Gary's tenure with each of the aforementioned companies, he quickly drove out costs and increased revenues, providing investors with significant returns on their investments. He has appeared on MSNBC, CNNfn, CBS News, and NPR and currently sits on six boards. He's the author of "The Six Month Fix: Adventures in Rescuing Failing Companies" and also "Corporate Canaries" - both available in major bookstores worldwide.
Bill Morgenstern
Mr. Morgenstern is currently a Senior Vice President with Paramax Corporation, a full-service middle-market intermediary with offices in New
York and North Carolina. Prior to working with Paramax Corporation, Mr. Morgenstern founded and was the CEO of RentWay, Inc. for over twenty-four years while taking the company public with an IPO in 1993. Mr. Morgenstern orchestrated 29 acquisitions ranging from $2 million to over $400 million of both public and private companies. He was the 1996 recipient of the Ernst and Young "Entrepreneur of the Year" award. Mr. Morgenstern oversaw the sale of the company in 2006 and then turned his attention to the M&A business. Mr. Morgenstern is a member of the National Association of Corporate Directors (NACD) and The Council for Entrepreneurial Development (CED).
Guy Zaczepinski
Mr. Zaczepinski is a Vice President with Century Park Capital Partners, a
middle market private-equity firm based in Los Angeles (www.cpclp.com). He
is responsible for sourcing, evaluating, and structuring growth equity and
buyout transactions, as well as for monitoring portfolio company
investments. At CPC, Mr. Zaczepinski serves on the boards of Eckler's
Industries and Lynx Holdings. Previously, Mr. Zaczepinski was with ACI
Capital in New York. At ACI, he was involved in executing private equity
transactions in the consumer and industrial sectors, and served on the board
of Sundance Holdings Group. Mr. Zaczepinski began his career in Citigroup's
Financial Entrepreneurs Group where he supported coverage of private equity
firms. Mr. Zaczepinski received a BS Economics from the Wharton School at
the University of Pennsylvania, graduating magna cum laude, and an MBA from the Harvard Business School.
Marc Scheipe
Marc Scheipe is a Managing Partner with FrontStream Payments, a leading
provider of payments solutions to small and medium-sized businesses. Marc
is responsible for acquisition integration, sales force optimization, and
overall operational excellence for FrontStream.
Prior to joining FrontStream, Marc was the Small Business Outside Sales &
Service Executive in Global Consumer & Small Business Banking at Bank of
America. In this capacity, he led a national sales team of Small Business
Field and Telephone associates to provide financial solutions for the
millions of Small Business customers in Bank of America‚s footprint. He also
managed sales teams for Bank of America‚s Merchant Services relationships
with National City Bank and ABN AMRO. Prior to this role, Marc managed a
$2.2B supplier portfolio for Bank of America and led large-scale initiatives
that improved enterprise processes. Marc also led Operations Strategy,
managed the Supplier Management process and was certified as a Six Sigma
Black Belt while in Card Services.
Marc joined Bank of America after serving as a Naval Officer and Strike/Fighter Pilot. During his Navy career, Marc completed 300
carrier-arrested landings during two overseas deployments as a member of a
U.S. Navy FA-18 squadron. He graduated from the Navy Fighter Weapons School (TOPGUN) as an Adversary Pilot.
Marc earned a Bachelor of Science degree in Systems Engineering from the
United States Naval Academy and a Masters of Business Administration degree from Harvard Business School. He currently works with the Susan G. Komen Breast Cancer Foundation and Cystic Fibrosis Foundation building awareness and raising funds for research. Marc is certified as an Airline Transport Pilot.
Malte Bernholz
Mr. Bernholz is a Managing Partner at Mt. Auburn Partners (www.mtauburnpartners.com), and the COO of Action Legal Document Services. Prior to co-founding Mt. Auburn Partners, Mr. Bernholz was a management consultant at McKinsey & Company, where he helped top management at Fortune 500 companies in the financial services industry solve their most critical operations and technology issues. Prior to joining McKinsey, Mr. Bernholz worked as a consultant for Accenture, and as a worldwide production planner for Hewlett-Packard. He holds an M. Sc. in Industrial Engineering and Operations Research from Institute National Polytechnique de Grenoble, France, and received the Graduate Certificate of Management of Technology from University of California in Berkeley.
Brian Davis
Brian Davis is a Manager with McKinsey & Company (www.mckinsey.com) in New York. He is member of the Financial Institutions Group Practice, where he serves a variety of clients including private equity funds, hedge funds and wholesale banking institutions. Prior to joining McKinsey, Brian operated Footbridge Partners, L.L.C. – a search fund backed by a group of private investors. During this period, Brian spent two years networking with investors, intermediaries, business owners and “fundless” sponsors in the small and middle market deal community. Prior to Footbridge Partners, Brian was the president of Communication Equipment Exchange, a middle market company focused on computer repair. In this role, Brian led the company through an acquisition with a troubled competitor, through rapid growth that included sales growth of over ten-fold, and through the eventual sale of the company. Prior to this role, Brian was an auditor with Price Waterhouse in Atlanta. Brian holds a BBA with honors from Oglethorpe University in Atlanta and an MBA from Harvard Business School.
William T. Geary, PhD, CPA
Dr. Geary is an Associate Professor of Business Administration in the Graduate School of Business Administration at The College of William & Mary (www.wm.edu) in Williamsburg, Virginia. He earned his doctorate at Northwestern University’s Kellogg School of Business. He is currently serving as an Assistant Dean responsible for the Undergraduate Program and International Education in the Business School. He is a faculty member in the MBA and Executive MBA Programs and has received numerous awards for teaching excellence. His special interest is management accounting and financial control systems in healthcare organizations. He has authored many articles and contributed to several books. He has worked as a manager in a public accounting practice and as a consultant for the design and implementation of management accounting systems. Bill Geary’s experience in executive education is extensive and diverse with a special emphasis on designing and delivering executive education programs for hospital systems and physicians. He has presented programs focused on financial management and business skills to over 3,000 physicians and hospital executives.
Joshua Margolis, PhD
Joshua Margolis is an Associate Professor of Business Administration in the Organizational Behavior Unit at Harvard Business School (www.hbs.edu). He has taught two courses on leadership in the MBA program, Leadership and Organizational Behavior and Leadership and Corporate Accountability. He has also taught the introductory ethics course, Leadership, Values and Decision Making.
Professor Margolis’ research focuses on the distinctive ethical challenges that arise in organizations and how managers can navigate these challenges with practical effectiveness and moral integrity, especially in perform-or-else settings. Professor Margolis has published his work in Academy of Management Review, Administrative Science Quarterly, Business Ethics Quarterly, and Journal of Management; and along with James P. Walsh, he authored the book, People and Profits: the Search for a Link between a Company’s Social and Financial Performance. Professor Margolis is currently engaged in two research projects. One focuses on how professionals in a variety of setting perform “necessary evils” — difficult and often unsettling tasks that require harming other human beings in order to advance a worthy purpose. The other project examines global business standards.
Professor Margolis received his B.A. from Yale University and his A.M. (Sociology) and Ph.D. in Organizational Behavior from Harvard University, where he was also a Fellow in the Program in Ethics and the Professions. Joshua joined the HBS faculty in 2000 after spending three years on the faculty at the University of Michigan as a Fellow in the Society of Scholars.
Recent honors include the Robert F. Greenhill Award, and the Student Association Faculty Award for teaching excellence from the MBA Class of 2004 and the Class of 2005.
Doren Spinner
Mr. Spinner is currently the Chairman & CEO of Acken Signs, a Virginia-based manufacturer and installer of custom-made signs for businesses nationwide. He is also the Managing Director of Rabbit Creek Partners, an investment fund focused on acquiring middle market businesses, and the fund that acquired Acken Signs. Before forming Rabbit Creek Partners, he worked in a number of operating roles within General Electric. He started with GE Healthcare in Waukesha, WI where he supervised hourly, unionized employees. He then worked for GE International in Monterrey, Mexico where he developed the quality strategy and led the ISO implementation team at a start-up manufacturing facility. He then worked with GE Capital's insurance division where he led an outsourcing initiative to India. He earned his Six Sigma Black Belt process improvement certification at GE. Mr. Spinner also worked on a short-term project for Palm, Inc. between his two years of business school. He graduated cum laude with a degree in mechanical engineering from Brown University and holds and MBA from Harvard Business School.
Chris Stradling
Mr. Stradling currently works with Lincoln International (www.lincolninternational.com) as an investment banker focused on mergers and acquisitions between $50 million and $250 million in transaction value. Many of his current clients are in the consumer products and food industries. Prior to his work with Lincoln, Mr. Stradling worked in sales and operations with Cintas Corp, a $3 Billion provider of uniforms and other services to North American businesses, where he was a certified Six Sigma Black Belt and was a key driver of a major organizational restructuring initiative at the Company. Mr. Stradling graduated from Harvard University with a Masters in Business Administration, earned his BS in Accountancy from Northern Arizona University and is a Certified Public Accountant.
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