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Bison Partners Professional
Team represents a wide range of
backgrounds in private equity, mergers
and acquisitions, corporate development,
commercial and investment banking,
domestic and international corporate
management, turnaround management and
entrepreneurial startups. Our team has an
average of more than 20 plus years
experience across a broad range of
functional roles and industry
sectors.
The Bison Partners Team collectively
has served in the roles of private equity
and venture capital investment principal,
borrower and lender, consultant,
corporate financial, senior executive and
entrepreneurial manager and investment
banking advisor. Bison's team has been on
both sides of the table and brings that
dual perspective to bear on behalf of its
clients. The team has direct experience
in the middle market company segment,
Bison's target client market.
Senior financial manager and transactor
with 25 years of public and private company
experience in corporate finance and
banking, mergers and acquisitions,
leveraged buyouts, treasury operations and
general and financial management. Acted in
the role of investor, corporate manager and
banker in the fields of private equity and
leveraged finance.
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Senior Marketing Officer, Acorn
Capital Group LLC (“special
situation” asset based specialty
finance company acting as an asset
based lender to restructuring and
transitional middle market companies)
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CFO, All Financial Group LLC
(specialty finance company in the
insurance products market)
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CFO-iMIC Division, Mitsubishi
International Corporation (US
private equity and venture capital
investment group of the global Japanese
trading and investment company)
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Co-Founder, Red Diamond Capital
Partners (New York-based $150
million buyout/growth equity fund
affiliated with Mitsubishi
International Corp)
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SVP-Finance & Administration,
EBMatch.com (early-stage Internet
company in the B2B e-business services
sector)
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VP-Finance, MHC Investments LLC
(private equity sponsored startup
company in the recreational/sports
sector)
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Vice President & Treasurer and
Corporate Development executive,
American Banknote Corporation
(NYSE-traded multinational holding
company with operating subsidiaries in
the plastic transaction/smart card
manufacturing, specialized security
printing and fulfillment services
businesses)
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Corporate and leveraged finance
banking, Citibank and The Bank of New
York
- CMAA, Certified Mergers
& Acquisition Advisor
- Member- Turnaround
Management Association - NY/CT
Chapter
- Member—Alliance of
Merger & Acquisition Advisors -
National Chapter
- Member—Association
for Corporate Growth—CT
Chapter
- BA—Economics,
Hamilton College
- MBA—Amos Tuck
School of Business Administration at
Dartmouth College
Financial Advisory
Services
Senior investment banking transactor,
financial advisor and corporate financial
manager with over 25 years experience with
major Wall Street firms as well as serving
as a CFO of a private equity owned regional
telecommunications company. He also founded
a corporate finance boutique, Harding
Capital, focused on middle market M&A and
capital raising advisory services. Served
as an advisor on more than 70 transactions
including public and private debt and
equity financings, mergers, acquisitions
and private sales and recapitalizations for
a broad range of industrial manufacturing
and business service companies. As a CFO,
responsible for and assisted in the
completion of three add on acquisitions,
the introduction of new and enhanced
service offerings, revenue growth and
profit improvement initiatives and several
debt and equity recapitalizations.
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Managing Director-
Global China Holdings LLC (international private equity & corporate
finance advisory firm specialized in US/China investment and trade transactions)
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SVP &
CFO – Country Road Communications
LLC (private equity owned
independent telephone company (ILEC)
operating in four states)
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Director, Head of
Packaging Industry Group – SG
Cowen Securities Corp.
(international clients in the paper,
forest products and packaging
industries)
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Associate
Director, Natural Resource Group
– Bear Stearns & Company
(clients in the packaging, energy,
waste management and specialty
chemicals industries)
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Director,
Industrial Coverage Group – Smith
Barney Inc. (clients in the
paper, forest products, packaging, auto
parts, consumer products and imaging
industries)
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Associate, Merger & Acquisition Group
– PaineWebber Inc.
(clients in the aerospace and defense
industries)
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Analyst, Corporate
Finance – Drexel Burnham Lambert
Inc. (clients in the health
care, business services and general
manufacturing industries)
- BA- Political Economy,
Williams College
- MBA- Amos Tuck School of
Business Administration at Dartmouth
College (Edward Tuck Scholar)
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Senior portfolio manager, research director
and investor with over 17 years experience
in the public and private markets.
Expertise in the power and energy sectors
as well as general industrials with a focus
on equities, fixed income securities,
commodities and debt and private equity
placements. Investor in the middle market
private equity markets.
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Founder & Managing
Member – Courtfield Capital
LLC (private investment firm)
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Managing Director
& Global Research Director –
Duquesne Capital Management
(multi-strategy hedge fund)
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Managing Director
& Senior Analyst – Zimmer Lucas
Partners (hedge fund focused on
power and utility sectors)
- Analyst, Equity
Research – Morgan Stanley Inc.
- Analyst –
Value Line Inc.
- Former Member Wall
Street Advisory Group – Edison
Electric Institute
- BA – Economics,
Bucknell University
- MBA – Lehigh
University (Martindale Scholar)
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Senior general management, investment,
investment banking and private equity
professional with over 20 years of
experience across debt and equity markets
and industry sectors from small middle
market to investment grade companies.
Co-founded and co-managed a private
investment bank focused on raising equity
and mezzanine capital and providing
financial advisory services as well as
private placement of asset-backed
securities for larger issuers.
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Consultant, Lean Value Solutions International LLC (middle market lean manufacturing/operations consultancy)
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Chief
Operating Officer, AllFinancial Group
LLC (specialty finance company
in the insurance products market)
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Principal,
Managing Director & Co-Founder,
Ironwood Capital, Ltd. (private
investment bank focused on the middle
market) and affiliated with
Ironbridge
Mezzanine Fund (SBIC licensed
mezzanine fund)
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Portfolio Manager,
Smith, Whiley & Co. (middle
market mezzanine fund)
- Investment Analyst,
Aetna Insurance Bond Investor Department
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National Account
Manager, Brulin & Co.
(nationwide manufacturer of industrial
cleaning and process chemicals)
- Registered Securities
Representative (Series 7 & 63)
- Advisor—mortgage
brokerage, market research and
corporate gift companies
- BA—Criminology,
University of California at Berkley
- MBA—Amos Tuck
School of Business Administration at
Dartmouth College
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Business Consulting
Services
Senior management executive with over 20
years experience managing P&Ls and building
businesses and management teams, upgrading
products and processes and improving profit
margins at Fortune 100 (GE) and middle
market private equity owned portfolio
companies. Broad experience in strategic
and business improvement initiatives,
customer relationship and revenue
development and corporate acquisitions and
post-closing business integration. Managed
businesses in the manufacturing and
marketing of capital goods, electrical
devices/equipment and high-volume durable
products serving the utility,
transportation and consumer markets.
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Consulting
Operating Partner, Thompson Street
Capital Partners (middle market
focused private equity fund)
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President & COO
– Truck Accessories Group
($160MM revenue private equity owned
manufacturer of pickup truck bed
caps/camper shells and tonneau covers
with 1,200 employees and six
manufacturing plants)
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SVP,
Operations – NorthWestern Growth
Corporation ($6 billion
publicly-held utility in propane,
telephone, HVAC and plumbing services
markets)
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President –
AEC Sterling Corporation ($140MM
revenue private equity owned
manufacturer of industrial process
equipment used in the
plastics/extrusion markets with 1,000
employees and seven manufacturing
plants in the US and one plant in
Italy)
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General Manager
– GE Meter Business
($160MM revenue international
manufacturer of electrical meters with
1,400 employees and four manufacturing
plants in the US, Canada, Puerto Rico
and the Philippines and JV and
licensees in Mexico, Brazil, Taiwan &
Pakistan)
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SVP,Fleet
Operations - GE Railcar Services
Corp. ($700MM revenue GECC
division that managed and leased
140,000 railcars to railroads and
private shipping companies with 50
employees and 900 repair shops)
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President –
GE Railcar Repair Services & Wheel
Services Corp. ($130MM revenue
division providing railcar
maintenance/rebuilding and wheel
remanufacturing services with 900
employees and sixteen
repair/remanufacturing facilities)
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President –
Crown Coach Inc , a GECC
subsidiary ( $35MM revenue
manufacturer of buses and specialty
chassis for the school, municipal and
state bus, RV and specialty coach
markets with 300 employees)
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Manager,
Manufacturing & Engineering - Midwest
Electric Products, a GE
subsidiary ($30MM revenue
manufacturer of specialty outdoor
electrical equipment for the marine,
RV, industrial panel/control and
residential air conditioning markets
with 220 employees)
- Manager,
Sales/Project/Manufacturing Engineer &
Supervisor – GE Distribution
Transformer and GE Apparatus Service
divisions
- GE Manufacturing
Management Program (MMP)
- GE Executive Development
Courses – Management Development,
Business Management, Executive
Development
- CPIM (American
Production & Inventory Control Society
Certification)
- BSME- Mechanical
Engineering & BS- Industrial Economics,
Union College
- MBA- Louisiana Tech
University
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Tom
DeForge – Lean Value Solutions International LLC
Senior Advisor
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Senior management executive, lean manufacturing consultant and
Founding Principal of Lean Value Solutions International LLC
("LVSI") known for leading operational improvements and
turnarounds at companies such as Pratt & Whitney, Otis Elevator, Witco
Chemical, Dresser Rand, Caterpillar, JDS Uniphase, Sikorski Helicopter, Carrier
Corp, Siemens Westinghouse, Emerson Appliances, Exide and Praxair. Mr.
DeForge has served in management positions with United Technologies and
Pratt & Whitney where he was a graduate machinist apprentice, front line
supervisor and a Manager in the Pratt & Whitney kaizen promotion office
responsible for implementing lean manufacturing in both the supplier base and
internal business units. Mr. DeForge has studied lean principles in the US and Japan
with the originators of the Toyota Production System and has facilitated
numerous improvement workshops in the US,
South America, Europe, the Middle East, and Central
America.
Mr. DeForge has an extensive background in helping organizations
develop and implement lean manufacturing strategies within a variety of
production settings using the structured approach and analysis tools taught by
the Shingijutsu consulting group, the first tier associates of Taiichi Ohno.
Mr. DeForge has extensive experience in designing custom training materials,
assisting organizations in implementing internal functional "offices of
continuous improvement", executive level coaching and shop level
operational assistance. He also has extensive hands on experience implementing
Kaizen on the shop floor throughout various services and manufacturing
industries in over 65 companies worldwide. Mr. DeForge has longstanding client
relationships with both publicly- traded and privately-held corporations
including companies owned/controlled by leading private equity sponsors.
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Dean Rockwell & Dennis Donovan – NextPoint
LLC
Senior Advisors |
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Senior financial and management executives and consultants focused
on providing financial restructuring, capital raising and M&A advisory
services for privately-held middle market companies in the manufacturing,
distribution and business service sectors. Messrs. Rockwell and Donovan are founding
principals of NextPoint LLC ("NextPoint"), a Western
New York-based financial advisory and business consultancy serving middle
market companies principally in the New England
and Middle Atlantic regions. NextPoint’s professional team has broad experience
in general management and operations, sales and marketing, M&A and capital
raising. NextPoint’s services include: crisis and turnaround management,
financial restructuring, post-acquisition integration and preparation for
divestiture, operational improvement, strategy development, capital raising and
management of corporate growth. NextPoint can also provide interim/transitional
management support serving in the role of CEO, COO, CFO, Controller, Plant
Manager and/or Sales Manager. The firm can provide outsourced M&A services
for companies considering acquisitions, mergers or corporate partnerships/joint
ventures.
Mr. Rockwell is one of the founding partners of NextPoint and heads its Mergers & Acquisitions Practice. Mr.
Rockwell has over 25 years of experience in mergers and acquisitions having
completed over 200 transactions involving both public and private companies in
domestic and international markets. He has specialized in selling smaller lower
middle market companies to larger corporate buyers. Mr. Donovan is one
of the founding partners of NextPoint and
heads its Financial Restructuring Practice. Mr. Donovan has over 25 years of
experience in M&A financing and restructuring transactions and is a CPA
having founded a public accounting firm, Donovan & D’Alba. He has expertise
in financial accounting, corporate valuation and capital raising.
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Senior Advisor
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Senior management executive with over 30
years experience acting in the role of
Chief Operating Officer, General Manager,
EVP-International, VP-Sales and Board
member for public and private companies in
the $30MM to $750MM revenue range. Managed
manufacturing operations in the US with
international JV alliances, responsible for
corporate and business development
strategy, analyzed pricing strategy and
product line/customer profitability and
developed product marketing programs.
Experience in the high performance
material/advanced composite, microwave
communication/radar systems, capital
equipment distribution, plastics,
packaging, ceramics and metals industrial
markets in North and South America, Japan,
India, Hong Kong and Europe.
Mr. Willams currently serves as
the CEO of Entrepreneurial Resources
Group (ERG), a 16-member management
and business consulting firm focused on
domestic and international public and
privately-held companies seeking CEO,
COO, CFO and sales/marketing resources
and support. ERG provides operational
performance improvement, M&A integration,
strategic planning,
transitional/turnaround and interim
management, sales/marketing/pricing
analysis, working capital/cash flow
management and financial advisory
services.
- Senior Executive
positions at HK Porter Corp., Carborundum
Corp., AB Electrolux, Keene Corp., Arlon
Corp. and Kevlin Corp.
- BSME- Penn State
University
- Advanced Study –
University of Pittsburgh
- National Association of
Corporate Directors Program
- Stryker Management
Center Management Program
- Western Michigan
University – International
Marketing Program
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