President & CEO

Jan Shields Managing Director, Shields & Co. jshields@shieldsco.com 781.890.7033

Janice Shields is a managing director and co-founder of Shields & Company Inc., a middle-market investment bank providing corporate finance services to both private and public companies.  She has conducted numerous corporate finance assignments in the areas of mergers and acquisitions, capital raising, financial advisory assignments and valuations.  Janice is a former vice president in the corporate banking groups of Irving Bancorp and Citi.  Prior to joining Citi, she was associated with Cabot, Cabot and Forbes, Inc. as an investment officer.

Janice currently serves on the Boards of Directors of various private companies in the distribution, manufacturing and safety industries.  Janice holds an ALM from Harvard University, an MBA from The Stern School of Business at New York University and AB from Albertus Magnus College. 

Chairman Strategic Planning Committee Chair

Jack Derby President, Derby Management, LLC jack@derbymanagement.com 617.292.7420

 As president and founder of Derby Management, Jack Derby provides strategy, marketing and other management services.  Prior to forming Derby Management, Jack served as CEO of Mayer Electronics Corporation, President of CB Sports, President of Litton Industries Medical Systems, CEO of Datamedix Corporation and President of Becton Dickinson Medical Systems. Recently named to Mass High Tech’s All Star Team, Jack is a frequent speaker at numerous business organizations including the MIT Enterprise Forum, the Small Business Association of New England, Harvard Business School, and the Venture Forum.   He is also a guest lecturer at MIT where he teaches classes in business plan writing for undergraduate students and for the MIT-Singapore University Program.

Jack is an active board member in a number of emerging companies including The Associated Industries of Massachusetts, Brainshark Corporation, Hybricon Corporation and Beacon Hospice. He has served as the Vice Chair of the Smaller Business Association of New England and in 2004 was the recipient of SBANE’s Pro Bono Publico Award for his significant contributions to the entrepreneurial community. Jack has also been a Director of MIT’s Technology Capital Network and the President of the University Club of Boston.

Treasurer

George Jensen Managing Partner, FirstJensenGroup, Inc. gjensen@firstjensengroup.com 781.768.2520 x226

George Jensen is the Managing Partner of FirstJensenGroup Inc., which provides finance, accounting, tax, financial systems and business advisory services to early-stage and growing companies.  Specializing as a part-time or interim CFO for his clients, George has provided financial, operational and merger and acquisition support services to over 75 companies since founding the FirstJensenGroup in 1985.  Prior to founding FirstJensenGroup, George worked in the Entrepreneurial Services Group at Price Waterhouse, the commercial lending field and ran a real estate acquisition and renovation business.

George holds an MBA in Finance and Accounting from Northeastern University, a BA in Economics from Trinity College and is a Certified Public Accountant.

Secretary Corporate Development Forum Chair

Rick Daniels Advent Energy rick01742@gmail.com 978.505.8157

Rick Daniels is currently a Fellow in the New England Clean Energy Council Fellowship Program, where members are selected based on previous success in founding technology ventures, raising capital, and CEO experience.  Prior to this, Rick created a company by purchasing technology and coating assets from Polaroid Corporation.   Funded with private equity, the company successfully exited in 2007 to Konarka Technologies, Rick has held positions as Vice President of Corporate Strategy and Business Development for Polaroid Corporation; Vice President of Corporate Development at Commonwealth Energy; COO and co-founder of a neural network (AI) process control optimization software company; and President and CEO for a start-up company established to commercialize an innovative waste recycling technology. Rick began his career with a series of domestic and international general management, finance, marketing, intrapreneurial, and corporate development positions at Rohm and Haas Company, where he helped in the creation of the advanced electronic materials division and other corporate growth activities.   Rick earned a Bachelor of Engineering Science (Electrical) from Johns Hopkins University and an MBA from the Tuck School at Dartmouth.

Sponsorship Chair

Brian Cuddy Managing Director, Fenway Consulting Group, LLC brian@fenwayconsultinggroup.com 617.285.1038

Brian Cuddy is the Managing Director of Cuddy & Griffiths, a consulting firm that specializes in business development and relationship marketing for a select group of professional service firms.  In addition, he is the co-founder and Managing Director of Fenway Consulting Group, LLC which specializes in placing CFOs and Controllers on a retained search, interim or contract basis to venture backed, privately held and publicly traded companies in a wide variety of industries.  Prior to founding Cuddy & Griffiths, Brian was the Director of Business Development for the Boston office of Andersen where he worked closely with audit, tax and consulting partners in helping them expand their own personal and business networks. Before joining Andersen, Brian was the President of the Boston City office of kForce (formerly known as Romac), one of the nation's premier publicly traded executive recruiting firms.  Brian played a significant role in the national rollup and eventual IPO of Romac and the development of the Executive Solutions practice.   He also served as a CPA for four years with Arthur Andersen.  Brian received his degree in Accounting from the University of Massachusetts Amherst.

Membership Chair

John Talvacchia Partner, Eckert Seamans Cherin & Mellott, LLC jtalvacchia@eckertseamans.com 617.342.6833

John L. Talvacchia is a Member of the firm and also serves as the Chair of the Boston office’s Business Division.  He is a senior corporate lawyer who has organized and directed legal services, both domestically and internationally, for diverse business and governmental entities.  Mr. Talvacchia is a skilled manager and serves as outside general counsel to businesses.  He holds an AV® rating from Martindale-Hubbell, a preeminent peer review organization.

Mr. Talvacchia represents a variety of individuals and businesses in the organization, acquisition, sale, and financing of various commercial enterprises.  He advises clients on equity and debt offerings.  Mr. Talvacchia is particularly accomplished in the legal aspects of merger and acquisition transactions and finance issues specific to growth companies.  He has a broad range of experience including regulatory compliance, employment matters (including compensation, stock options and phantom stock plans), contracts and real estate matters.  He coordinates client representation for intellectual property and litigation matters.

Mr. Talvacchia provides strategic financial and corporate counsel to a variety of industries engaged in manufacturing, retail, and personal services.  Specific industries include technology (including medical devices, software development, Internet applications, hardware manufacturing and sales), commercial printing, land use, banking and broadcasting.

Mr. Talvacchia represents and advises many non-profit corporations.  He has served on the Boards of Directors of community service, community finance and child welfare organizations for over twenty-five years.  He has been a contributor and panelist at numerous seminars on the subjects of venture financing, mergers and acquisitions.
Prior to private practice, Mr. Talvacchia served as Counsel to the Massachusetts Department of Public Utilities and as the General Counsel of a diversified publicly traded corporation.

J.D., Boston University School of Law, 1975
B.A., College of the Holy Cross, 1972 (Cum Laude)

Marketing Chair

Laura Matz Director Sales & Marketing, Perkins laura.matz@perkins.org 617.972.7317

Laura Matz has been involved with the Association for Corporate Growth for more than 10 years, both as a member of the ACG Boston Board of Directors, and also as a research consultant to the ACG International Board.

As the owner of Hillcrest Associates, a market strategy consulting firm, Laura worked with a variety of private equity firms to conduct market due diligence assessments, product and market evaluations and strategic planning processes. Her clients included major Fortune 500 companies in the US and abroad.

Laura joined Perkins Products, the division of Perkins School for the Blind which manufactures and distributes assistive technology worldwide, in 2007 as the Director of International Marketing and Sales. Her work includes branding development of new products and building sales and distribution teams around the world.

Prior to joining Perkins, Ms. Matz was the Vice President of Marketing and Sales for Nashua Corporation, a publicly-held paper converter, with a specialization in retail loss prevention.

Laura graduated from Tufts University and received her MBA from Boston University

Growth Conference Co-Chair

Keith Schlegel Managing Director, Fifth Third Bank keith.schlegel@53.com 617.217.2211

Keith has been on the ACG Board previously and during that time chaired three very successful Growth Conferences.

Established the Boston office for the Structured Finance Group of Fifth Third, a $110 Billion bank headquartered in Ohio, in 2007; with a business focus on middle market M&A. Demonstrating that networks – most notably relationships built through active participation in ACG Boston, and experience are the drivers for succeeding in this market, Keith has closed over $100 million in senior secured financings during the past year, driven by Private Equity Sponsor transactions.

Actively engaged in the New England M&A markets for the past twelve years, Keith previously established middle market offices in Boston for Webster Capital, and GE Capital.  Keith has extensive middle market lending experience including M&A, debt restructuring, and bankruptcy financing, and has been active in Boston TMA, ACG and CFA organizations. Prior to moving to Boston, he managed corporate and commercial lending teams in Connecticut for Shawmut Bank.

ACG Boston relationship includes a three year term on the Board, during which period Keith twice ran the ACG Boston Growth Conference.  Together with the conference team assembled by Keith, he moved the event from 500 attendees to 1200, to the significant fundraising event it has become for ACG Boston.  Equally important, this helped elevate ACG Boston’s national visibility.  During his Board tenure, Keith was an advocate for building institutional memory, professional staffing, and best in class programs.

Prior Board experience includes Regional Boards for the American Red Cross, and Neighborhood Housing Services.

Growth Conference Co-Chair Buyers Roundtable Chair

K. Tibor Toth tibor@alum.mit.edu 413.226.1726

Tibor has 16 years of industry experience.  Prior to joining Babson Capital's Mezzanine & Private Equity Group in 2006, Tibor was a Principal at Ascent Venture Partners and previously held positions at Lee Capital Holdings as a Vice President, at Berkshire Partners as an Associate and at Drexel Burnham Lambert as a corporate finance analyst.

He holds an S.B. in Management Science from MIT, an M.B.A. from the Kellogg School of Management at Northwestern University and an M.E.M. in Manufacturing Engineering from the McCormick School of Engineering at Northwestern University.

Fall Conference Chair

Brad Adams Managing Director, TM Capital badams@tmcapital.com 781.320.3200 x203

Brad is a Managing Director of TM Capital Corp. Prior to joining TM Capital, Mr. Adams was a Managing Director and co-founder of Boston Corporate Finance, a boutique investment banking firm focused on providing merger and acquisition, capital raising and general advisory services to global companies in the technology sector. Previously, Mr. Adams was a Vice President at both KPMG Corporate Finance and Advest, Inc. where he specialized in initial public offerings, private placements and merger and acquisition advisory assignments for global technology companies.  Mr. Adams is a graduate of Bates College and received his MBA from the Johnson Graduate School of Management at Cornell University. He is a Chartered Financial Analyst and is proficient in Japanese. Mr. Adams is also the Head of M&A International Inc.’s Technology Group which consists of M&A professionals from 44 investment banking firms located in 39 countries around the world.  In addition, he has been a member of the Boston Chapter of the Association for Corporate Growth since 2002, serving on the Fall Technology Conference Committee for the past three years and assuming the role as Co-Chair of the event in 2007 and 2008.

Outlook Conference Chair

Katherine R. Rogers President, The Marketing Consortium k_r_rogers@hotmail.com 860.672.5276

Katherine is founder and President of The Marketing Consortium, Inc. and has over 15 years of line management and business development experience in consumer-packaged goods and business-to-business products and services.  She has introduced new products, directed repositioning efforts, and returned declining brands to profitability for American Can, Nestlé, Heublein, CIGNA, and PepsiCo.

At The Marketing Consortium, she has successfully identified and translated growth opportunities into increased market penetration, revenue, and profits for clients including Xerox Business Systems, Compass Partners International, MassMutual, Katahdin Industries, Euclid SR Partners, The New York Times, J&J, IntraLinks, Stella Bella, JuniorNet, Jim Henson Co., Seagram, Imperial Distributors, Disney and ESPN Media Networks, and MCA.

A graduate of Mount Holyoke College, Katherine holds an MBA from the University of Connecticut.  She was a member of the faculty at the New England School of Banking where she taught Marketing and Strategy.  A former Board member of the Connecticut Grand Opera & Orchestra, she currently serves on the Marketing Advisory Board and MBA 50th Anniversary Committee of the University of Connecticut.  She is a member of ACG Boston’s DealMakers Committee and Co-Chair of the Annual DealMakers Outlook Conference.

Women's Executive Forum Chair

Elizabeth Hailer Vice President, Business Development & Marketing, Caturano and Company elizabeth.hailer@caturanoandcompany.com 617.241.1163

As Vice President of Client Development and Marketing at Caturano and Company, Elizabeth leverages her 25 years of experience in client development and management, marketing, business plan development and implementation, and human resource management to lead client development initiatives that drive the firm’s overall business plan.   Elizabeth’s areas of focus include brand recognition in the marketplace, enhancement of the clients’ experience with the firm, marketing planning, and new business development.

Prior to joining the firm, Elizabeth was national director of marketing/business development for Deloitte, the international public accounting and consulting firm.  She was among the first business development and marketing professionals to be elected into the firm partnership, and was one of the original architects of a 500-person professional business development center organization that provided marketing, sales, research, branding, and communications to the US partnership, supporting a 15% new business average annual growth rate.

Elizabeth started her career in public accounting at Touche Ross &Co., where she was the director of human resources in the Boston office and later, director of marketing, consulting to a number of offices throughout the firm.  Prior to joining Deloitte, Elizabeth ran a successful consulting practice for 10 years where she provided marketing and sales strategies to a variety of local and national organizations across a spectrum of professional service fields and industries, ranging from large multi-national partnerships, to mid- and small-size companies.

Elizabeth is a graduate of Skidmore College: Bachelor of Arts degree, Phi Beta Kappa.

ACG Cup Chair

Derek Swaim Director, Harris WIlliams & Co. dswaim@harriswilliams.com 617.482.7501 x2109

Derek has advised middle market companies involved in mergers and acquisitions for ten years.
During his career, he has been engaged on transactions in a variety of industries, including advanced manufacturing, financial services, aerospace, consumer products, and business services. Derek has previous investment banking experience at Downer & Company LLC and Goldman Sachs & Co.  Prior to that, he worked at Berkshire Capital Corporation.

Derek earned an M.B.A. from the Tuck School of Business Administration at Dartmouth College and an A.B. in Economics from Harvard University, where he earned the John Harvard Honorary Scholarship.

BIG Deal Co-Chair

Tyler Wick General Partner, Ticonderoga Capital tyler@ticcap.com 781.416.3403

Tyler Wick is co-founder of a later stage venture capital firm that makes equity investments of $2-$5 million in healthcare, business services and software companies with $5-$50 million in sales.  Previously, Tyler served as an Associate at Dillon Read Venture Capital.  He has also been an Associate in the healthcare practice of the investment banking group of Advest, Inc. Prior to Advest, Tyler was a consultant with the Mentor Group, an international legal consulting firm.

Tyler is a member of the Board of Directors of Medical Management, Brainshark, DDU Express, TC3 Healthcare and FutureHealth, and is an Observer to the Board of Astoria Software. He is also a member of the Executive Committee of NERASBIC.

He received a BA degree cum laude from Amherst College.

DealMakers Breakfast Chair

Walter Williams Partner, Battalia Winston International wwilliams@battaliawinston.com 617.345.5505 x209

Walt Williams is a Partner in the Boston, Massachusetts office of Battalia Winston International (BWI). Walt has more than 20 years of executive search experience in financial services, consumer products, high technology, professional services, healthcare products, and real estate.  Walt was selected as one of the top 200 executive recruiters in the world in the book, The Global 200 Executive Recruiters, by Nancy Garrison-Jenn (Jossey-Bass Publishers, 1998.  On a functional basis, Walt has recruited chief executive officers, chief operating officers, chief financial officers, sales and marketing executives, human resources executives, and chief information officers. 

Before joining BWI, Walt managed his own executive search firm, Clarity Partners. Previously, he spent 12 years as a Partner with Russell Reynolds Associates and then served as the Managing Partner for the Boston office of TMP Worldwide Executive Search. Prior to entering executive search, Walt’s career included financial and product marketing positions with W. R. Grace & Co., Pfizer Pharmaceuticals, and Astra Pharmaceuticals.

Walt earned a Bachelor of Science in Engineering from Yale University and a Master of Business Administration from the Harvard Business School. He served as an officer in the United States Air Force and is a Past President of the Harvard Business School Association of Boston.

BIG Deal Co-Chair

Bryce Youngren General Partner, Polaris Venture Partners byoungren@polarisventures.com 781.290.0770

Bryce Youngren is a general partner at Polaris Ventures where he focuses primarily on growth equity investments in the technology, healthcare, media and business services industries.  Prior to joining Polaris, Bryce was a senior associate at Great Hill Partners, where he led investment research initiatives in the areas of storage services and web hosting.  During his tenure with Great Hill, Bryce sourced and executed investments in SmartMail Services and ManagedStorage International and served as a Director on the boards of both companies.  Previously Bryce served as an analyst for Willis Stein & Partners in Chicago and Bear Stearns & Co.'s technology investment banking group in  New York.

Bryce represents Polaris on the Board of Directors of Cushcraft Corporation and Alimera Sciences.

Director

Peter Alternative Partner, Mirus Capital Advisors alternative@merger.com 781.418.5943

Peter Alternative brings over 15 years of experience advising middle market, technology-based companies. He has been a financial advisor to both public and closely-held companies on divestitures, capital raising, recapitalizations, strategic acquisitions, mergers and cross-border transactions. He has managed and closed twenty-five engagements with companies in numerous segments of information technology, with a particular focus on the software industry.

Peter has spoken to a number of executive groups, including the EO Birthing of Giants program at the MIT Enterprise Forum, The CFO Roundtable and The Financial Management Association on topics ranging from capital markets to mergers and acquisitions. He has been interviewed and/or published by a number of publications including The Daily Deal, Mass High Tech, Mergers and Acquisitions Magazine, CRM Community, CBS Marketwatch, eLearning Magazine, Tech Biz and The Bangor Daily News.

Before joining Mirus, Peter was a financial analyst for CFO Strategies, a Boston-based financial consulting firm that provides interim CFO services to venture-funded technology startups. While at CFO Strategies, he worked with several portfolio companies of Bessemer Ventures and Charles River Ventures across a variety of industries, including telecommunications and enterprise software. Peter began his business career as a founding member of two entertainment startups.
 
Peter is a member of the Young Entrepreneurs Organization, the Bentley University Executives Club and the Boston chapter of the Association for Corporate Growth. He also is a Registered Securities Principal and holds Series 7 and 63 FINRA certifications. Peter received an MBA with high distinction from Bentley's McCallum Graduate School of Business, and a BA in Political Science from Hobart College.

Director

Todd Boudreau Attorney, Foley & Lardner, LLP tboudreau@foley.com 617.342.4000

Todd Boudreau is senior counsel with Foley & Lardner LLP, where he is a member of the firm's Private Equity & Venture Capital and Transactional & Securities Practices. He is also a member of the Automotive, Energy, Health Care, and Senior Living Industry Teams. Mr. Boudreau focuses his practice on private equity, venture capital, institutional fund and fund formation, mergers and acquisitions, corporate finance, and general corporate governance. Mr. Boudreau has assisted a wide variety of clients, both U.S. and international, in the day-to-day operations, acquisitions, divestitures, structuring and financing of various business transactions.

Prior to joining Foley, Mr. Boudreau practiced at Greenberg Traurig LLP and completed an internship with the Office of The Attorney General, Department of Public Protection, Boston, Massachusetts.

Mr. Boudreau is on the boards of the National Kidney Foundation and the Association for Corporate Growth. He is a member of the MIT Enterprise Forum and the American Bar Association.

Mr. Boudreau earned his bachelor's degree from the University of California at Los Angeles in 1995, and his law degree from Suffolk University Law School in 1998. He is admitted to practice in Massachusetts.

Director

Jon Lemelman Partner, Riverside Partners jlemelman@riversidepartners.com 617.351.2810

Jon Lemelman joined Riverside Partners in 2004 and manages the firm's intermediary relationships and new investment evaluation. He has over 15 years of experience in Private Equity, Software and Financial Services and has worked closely with numerous middle market companies.

Prior to joining Riverside, Jon was an investment professional at Fidelity Strategic Investments, the private equity investment division of Fidelity Investments, where he worked on investments in the software, manufacturing and healthcare industries. Previously, he was the Director of Business Development at Reciprocal, Inc., an enterprise software company that was acquired by Microsoft in 2001. From 1995 to 1999, Jon was a Vice President in Fidelity Investments’ Institutional Services Company.

Jon holds a Bachelor of Business Administration, with distinction, from Emory University and a Master of Business Administration from the Wharton School of Business at the of Pennsylvania.

Director

Gail Long gail.long@gmail.com 781.879.0469

Gail Long is a consultant affiliated with Getzler Henrich & Associates, LLC , a nationally known management and financial consulting firm with a focus in the middle market on restructurings, turnarounds, and lean manufacturing. Additionally, Gail is a consultant affiliated with  W Capital Partners, a private equity fund with more than $1 billion of capital under management that purchases direct equity in the secondary market.

Gail has 28 years experience in private equity investing, corporate banking, mezzanine debt and LBO finance.  Prior to her role as CEO of ACG Boston, she was an Executive Vice President of specialized banking at Citizens Bank of Massachusetts, and, previously President of Citizens Capital, that company's $500 million private equity subsidiary.  In these roles, she directed lending to technology, professional, not-for-profit and healthcare companies, as well as companies receiving private equity capital.  Before joining Citizens, Gail was the founder and managing partner of Eagle Mezzanine Partners I, LLC, a mezzanine fund.  Previous to that, she spent 19 years at BankBoston financing leveraged buyouts in a variety of industries.

Gail holds an MA from Boston University and an MBA from The Simmons Graduate School of Management.  She graduated magna cum laude from Tulane University in 1972. 

Director

Jeffrey Lucas CFO, GPX International Tire Corporation jlucas@gpxtire.com 617.504.1243

Jeffrey Lucas is an active member of the ACG Boston chapter’s membership committee.  He is leading initiatives to affiliate the ACG with other professional associations, including Financial Executives International (FEI) and the local Harvard Business School alumni association, with an eye towards increasing the organization’s membership and enhancing its exposure in the Boston professional community. 

Jeff has over 25 years of experience in leading organizations to improve financial performance and execute complex transactions including corporate restructurings, capital raisings, debt refinancings and initial public offerings.   Currently, Jeff is the CFO of GPX International Tire Corporation, a $500MM industrial products company with operations in North America, Asia, Europe and Latin America.  In this capacity, Jeff was instrumental in the acquisition, integration and disposition of businesses in Canada, China, Eastern Europe and Latin America.  Prior to GPX, Jeff was the CFO of DS Waters of America, a leveraged $800M beverage water company where he implemented financial reporting processes and cost controls, reestablished credibility with the Company’s $500MM lending syndicate, and completed the sale of the business to two private equity firms.  Previously, Jeff served as CFO for Robotic Vision Systems and Micro Networks Corporation.

Jeff was graduated from Tufts University, magna cum laude, and Harvard Business School and has studied at the London School of Economics.  He is a CPA and a Chartered Financial Analyst.

Director

Dave Powers Partner, Goodwin Procter 617.570.1516 dpowers@goodwinprocter.com

David Powers, a partner in the firm’s Private Equity Group and Technology Companies Group, primarily focuses on private equity, venture capital, mergers and acquisitions, leveraged buyouts and corporate restructurings. Mr. Powers provides general corporate and securities advice to emerging growth and middle market companies.

Mr. Powers has extensive experience representing private equity and venture capital funds in connection with portfolio company investments, buyouts and leveraged recapitalizations. He also has extensive experience representing public and private companies on a wide variety of matters, including mergers, acquisitions and corporate finance transactions, as well as advising on business, corporate governance and securities laws matters. Mr. Powers regularly represents these clients on a broad range of corporate finance transactions, including initial public offerings, follow-on offerings, private placements, private equity and venture capital financings, and debt financings.

Mr. Powers acts as counsel to boards of directors in connection with various corporate governance and fiduciary matters. He also has extensive experience in representing companies on intellectual property issues and technology license, development and distribution arrangements.

Mr. Powers is an active member of the Association for Corporate Growth’s (ACG) Boston Chapter, where he served as the chair of the 2005 Annual Growth Conference. He is a frequent speaker, including most recently at ACG’s 2009, 2008, 2007 and 2006 Annual Growth Conferences and the MIT Private Equity/Venture Capital Forum. Mr. Powers also serves as a member of the Board of Directors of Junior Achievement of Eastern Massachusetts.

J.D., George Washington University Law School, 1990 (with honors)
B.A., University of Vermont, 1987 (cum laude)

Director

Sharon Stone Senior Vice President, Citizens Bank sharon.stone@citizensbank.com 617.994.7132

Sharon manages the Technology Banking Division, a team of nine focused on promoting the successful growth of technology companies through experienced, knowledgeable bankers; broad, competitive products; and excellent customer service.  The group’s clients represent private and public corporations from various industry sectors including: Biotechnology, Medical Device, Software, IT Services, Semiconductor, Digital Media and Internet Services.   She joined Citizens to head the division in August 2002, has been active in the technology banking industry since 1998 and involved in commercial banking since 1979, when she began her career with Chase Manhattan Bank in New York.  Transactional expertise includes: working capital facilities, acquisition financing and funding private equity/management buyouts.   Product knowledge includes: derivatives, cash management, investment management, international services and leasing.

Sharon earned a BSFS in International Economics, Phi Beta Kappa, magna cum laude, from Georgetown University’s School of Foreign Service.  Sharon resides in Winchester, MA with her husband and daughter.

Director

Jim Wilder Director, Housatonic Partners jwilder@housatonicpartners.com 617.399.9204

Jim Wilder is a Director at Housatonic Partners, a private equity investment firm founded in 1994 with over $650 million in capital under management. Housatonic invests in profitable, recurring business services companies in growing markets. 

Jim started his career as an Analyst in the Media and Telecommunications group at Lehman Brothers where he was involved with Mergers and Acquisition transactions for wireless services and cable companies.  Subsequent to Lehman, he was an Associate with The Beacon Group, a private equity firm acquired by JP Morgan Chase in 2000.  Jim joined Housatonic Partners in 2001 and works in the firm’s Boston office.

He is a Director of Aircraft Fasteners International; MedOptions, LLC; and Wind River Environmental.  Previous portfolio companies include Responselink (sold in 2005); Gold Standard Multimedia (sold in 2006); The Governance Institute (sold in 2006); MedMart Pacific Pulmonary (sold in 2008); and Pyramid Research (sold in 2008).