Association for Corporate Growth
Home : About Us : ACG Boston Board of Directors 2011-2012
Saturday, February 4th, 2012
Member Login



  
2011-2012 Board of Directors









President & CEO
Benjamin P. Procter
Partner, The Watermill Group

bprocter@watermill.com

Ben Procter is a Partner at the Watermill Group where he leads the sourcing, due diligence and acquisition of new investments.  Mr. Procter joined HMK Enterprises (an affiliated holding company of the Watermill Group) in 1987.  During his 20 years with Watermill, Mr. Procter has led or been involved in over 25 acquisitions and numerous public and private financings. He also served as Senior Vice President and CFO of several HMK portfolio companies.

From January of 2006 until January of 2008, Mr. Procter served as a Partner at Woodside Capital.  Woodside is an investor in distressed debt and equity for companies with up to $150m in revenues. Mr. Procter’s primary responsibilities at Woodside were to source and manage control equity transactions in distressed or challenged companies. He served on several Woodside Boards including as Chairman of Hamilton Specialty Bar, a steel bar producer located in Hamilton, Ontario.

Mr. Procter’s experience prior to Watermill included finance and accounting roles at Bolt Beranek and Newman and Peat Marwick. Mr. Procter is a CPA and has been an active member of the Association for Corporate Growth since 1994. He is a past member of the ACG Boston Board and served on the ACG Global Board from 2001 to 2004. 

Mr. Procter received his BA in Economics from Trinity College and his MS in Accounting from Northeastern University. He currently resides in Dover, MA with his wife and three children.









Treasurer
George Jensen, CPA
Glenlyon Management, Inc..

george@glenlyonmgmt.com

Until 2010, George Jensen was 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
 

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
Keith Broyles
Senior Vice President, Sovereign Bank/Santander

abroyles@sovbc.com


Until December 2010, Keith Broyles was a Vice President and Business Development Officer for the Asset Based Lending Group within TD Bank, N.A.  Based in Boston, Keith was responsible for sourcing and developing new business opportunities for the ABL Group and TD Bank.

Keith is in his 21st year in the banking/ABL industry.  He began his career in 1990 with Shawmut Bank in Boston.  From 1990 to 1995 Keith was a field examiner, audit supervisor, credit analyst and loan officer with Shawmut’s ABL Group.  From 1995 to 2002 Keith was with National Bank of Canada, a Montreal based banking institution with a US Division that focused on providing senior secured debt.  Keith was with and eventually ran NBC’s Boston office until it was sold in 2002.  From 1995 to 1998 at NBC Keith was responsible for sourcing and developing new business opportunities for the ABL group, negotiating terms and conditions of senior secured credit facilities, underwriting ABL deals, presenting deals for credit approval, working with outside counsel on extensive loan documentation process, closing deals and managing a portfolio of accounts.  In 1998 Keith was promoted as Manager of the Boston office and took on full portfolio, profitability, personnel and budgeting responsibilities.  He held this position through Jan 2002. 

From 2002 to 2009, Keith was with Siemens Financial Services, Inc.  During this time, Keith’s primary role was a regional manager and Senior Business Development Officer.  Keith was instrumental in the development of SFS’ direct lending efforts across North America and was the lead producer of direct lending opportunities for 6 years in a row.

During his career in the banking and asset based lending arena Keith has worked extensively on M&A transactions, recapitalizations and refinancing of senior debt.  He has also worked extensively with private equity and private investment groups, mezzanine and term B lenders, investment banking groups, consultants and service providers located through New England and across the middle market.
Keith has been a member of ACG Boston since the mid 1990’s.  He has been active on the Sponsorship Committee and his firms have been a sponsor of ACG Boston many times over the years.
 
Keith is a graduate of University of Massachusetts Dartmouth and holds a BS in Accounting.  He lives in Mansfield, MA with his three daughters.

 










Fall Conference Chair
Brad Adams
Managing Director, TM Capital

badams@tmcapital.com


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.










Member Engagement Committee Co-Chair
Laura Matz
Director Sales & Marketing, Perkins

laura.matz@perkins.org

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.










Member Engagement Committee Co-Chair
John Talvacchia
Partner, Eckert Seamans Cherin & Mellott, LLC

jtalvacchia@eckertseamans.com

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)










DealMakers Breakfast Committee Chair
Walter Williams
Partner, Amrop Battalia Winston International

wwilliams@amropbw.com
 

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.










Emerging Professionals Committee Chair
Christine Lynch
Director, Goulston & Storrs

clynch@goulstonstorrs.com

Christine D. Lynch is a Director at Goulston & Storrs, P.C. in Boston, where she concentrates her practice on bankruptcy and restructuring matters. Ms. Lynch has extensive experience in complex Chapter 11 reorganizations and distressed M&A transactions. She represents debtors, creditors’ committees, unsecured and secured creditors, landlords, equityholders and purchasers of assets. In addition, she counsels borrowers and lenders in corporate and real estate financing transactions and out-of-court workouts. Ms. Lynch received her undergraduate degree, magna cum laude, from Georgetown University and her law degree in 1994 from New York University School of Law. She is admitted to practice in Massachusetts and New York and is a member of the American Bankruptcy Institute, the Turnaround Management Association, the International Women’s Insolvency & Restructuring Confederation, the Association for Corporate Growth and the Boston Bar Association. Ms. Lynch is listed in the 2005-2009 editions of Chambers USA--America’s Leading Lawyers for Business.










The BIG Deal Chair
Peter Alternative
Partner, Mirus Capital Advisors

alternative@merger.com

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.










Women's Executive Forum Chair
Elizabeth Hailer

Elizabeth is well recognized as one of the pioneers in marketing and business development in the accounting & consulting profession.  She has 30 years of experience in client development and management, marketing and business plan development and implementation.  Elizabeth's primary areas of focus include brand management and recognition in the marketplace, enhancement of the clients' experience, marketing strategy and planning and new business development.

Prior to joining KLR, she was Vice President of Client Development & Marketing at Caturano and Company (now McGladrey).  While at Caturano, she was very successful in building a marketing and business development operation, re-branding the firm two times in four years and advancing the brand and the firm's marketplace position.

Prior to joining Caturano, Elizabeth was National Director of Marketing Business Development at Deloitte.  She was among the first business development & marketing professionals to be elected into the firm partnership, and was one of the original architects of a 500-person business development & marketing organization that supported a 15% new business average annual growth rate.

Elizabeth started her career at Touche Ross as Director of Human Resources and later Director of Marketing.

Elizabeth is a member of the ACG Boston Board of Directors and chairs the Women's Executive Forum.  She is a Phi Beta Kappa graduate from Skidmore College.










Director
Julie Barron
Senior Vice President, Brown Brothers Harriman

julie.barron@bbh.com

 Julie F. Barron is a Senior Vice President in the Banking and M&A Advisory Group of Brown Brothers Harriman & Co where she focuses on building commercial banking and corporate finance relationships with high quality middle market private firms or closely held public companies.   Ms. Barron has over 27 years of financial services and real estate experience.  Prior to joining Brown Brothers Harriman & Co in February 2010, she was a Private Banker with the J. P. Morgan Private Bank responsible for delivering investment, tax and estate planning, philanthropy, credit and specialty wealth advisory services to ultra high net worth clients in the New England area.  Ms Barron has also held several positions over a 17 year career at Citizens Bank including, Division Head of Private Banking, Director of Strategy and Support for the Corporate Bank, and Team Leader in the Middle Market Division.  Ms. Barron began her career working in residential real estate sales and commercial development.  She holds a B.A. from Boston College and serves on the non-profit boards of the Boston Regional Board of the American Ireland Fund, and the Board of Mentors for Community Servings.  Ms. Barron and her husband reside in Wellesley with their son.










Director
Todd Boudreau
Attorney, Foley & Lardner, LLP

tboudreau@foley.com

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
Jay Hernandez
Director - Boston Office, Harris Williams & Co.

jhernandez@harriswilliams.com

Mr. Hernandez has advised numerous clients on sell side merger and acquisition assignments and has been engaged on transactions in a variety of industries including advanced manufacturing, business services, consumer products, general industrial, and healthcare.  Previous experience includes work as an Assistant Vice President at Fleet Capital Corporation and as a Senior Associate with PriceWaterhouseCoopers, LLP.

Mr. Hernandez earned an M.B.A. from the Robert Emmett McDonough School of Business at Georgetown University and a B.S. in Accounting and Finance from the University of Arizona.  He is a Certified Public Accountant. Mr. Hernandez lives in Boston with his wife and daughter.










Director
Kevin Kester
Managing Director, Siguler Guff

kkester@sigulerguff.com

Kevin Kester is a Managing Director at Siguler Guff.  Mr. Kester is a senior member of Siguler Guff's investment staff and oversees the Firm's Small Buyout Opportunities Funds, where he has responsibility for designing and implementing fund strategy, screening and selecting investment managers, negotiating terms and conditions, identifying and executing direct investments and co-investments, and monitoring investment portfolios.  He has over 14 years of experience investing and managing institutional portfolios in alternative investments.

Previously, Mr. Kester spent eight years in the investment division of Colorado Public Employees' Retirement Association (Colorado PERA), a $30 billion public pension fund.  Mr. Kester held various positions at Colorado PERA, including Director of Alternative Investments where he had overall management responsibility for a $4.5 billion global portfolio of private equity, venture capital, distressed debt, mezzanine, energy and timber investments.  During his tenure at Colorado PERA, Kevin served as a founding member of the Board of the Institutional Limited Partners Association (ILPA), an industry leading group established to bring greater standards of transparency and integrity to the private equity marketplace.

Mr. Kester holds a B.A. in Government from Hamilton College and an M.B.A. in Finance from the University of Colorado at Boulder.











Director
Jon Lemelman
Partner, Riverside Partners

jlemelman@riversidepartners.com

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
Consultant, Getzler Henrich/W Capital

gail.long@gmail.com

 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
Managing Director, Neptune Advisors

jlucas@neptuneadvisors.com


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
Kevin Macdonald
Audit Director, McGladrey

kevin.macdonald@mcgladrey.com


Kevin is the Audit Director at McGladrey.  He has developed an expertise in working with private equity funds, mid-sized manufacturers and distributors and venture-backed start-up companies on  tax and financial issues. He spent 17 years as a founder and director at Macdonald, Levine, Jenkins & Co., P.C. and prior to that worked at a regional firm for five years.  He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants, and serves as treasurer of Jobs for Youth – Boston and has served in various volunteer capacities for the Town of Wellesley including Chairman of the Advisory Committee and Chairman of the Audit Committee.  He is also a board member of the Wellesley Scholarship Foundation.

Kevin earned a Bachelor of Science from Boston College and a Master of Science in Taxation from Bentley College.








Director
Kerry Muse
Director, Sherbooke Capital

muse@sherbrookecapital.com


Kerry K. Muse is a Director with Sherbrooke Capital, a private equity firm that provides growth and expansion capital to emerging companies in the Health and Wellness industry.  Kerry is active in all elements of the investment process, from deal sourcing and screening, through due diligence and investment, to post-investment oversight and assistance.  In addition, Kerry coordinates interaction between Sherbrooke Capital and its outside experts, and has been responsible for originating a variety of industry-focused events and symposia. Kerry sits on the board of Outside The Classroom.  

Prior to joining Sherbrooke, Kerry spent nine years working in company and general management for several non-profit organizations, including American Ballet Theatre, Merce Cunningham and Martha Graham Dance Theater. Kerry holds an undergraduate degree from George Washington University and an M.B.A. from Boston University.










Director
Dave Powers
Partner, Goodwin Procter

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
Jimmy Rich
Managing Director, Gemini Investors

jrich@gemini-investors.com


Mr. Rich joined Gemini Investors in 2000.  Gemini is a private equity firm, based in Wellesley, MA that provides growth capital to, and finances management buyouts of, private companies between $10 and $50 million in sales.  The firm has raised three private equity funds, comprised of more than $450 million of capital under management. 

At Gemini, Mr. Rich is active in all aspects of the firm’s activities with a particular focus on new business development and new investment activity.  He has led or played a major role in more than fifteen of the firm’s investments.  Mr. Rich currently serves on the Board of Directors of eight of Gemini’s portfolio companies and has played a lead role in the exits from several others.

Mr. Rich began his business career as an investment banker with J.P. Morgan, where he worked on corporate finance and merger and acquisition transactions with a focus on the consumer and retail sectors.  After J.P. Morgan, Mr. Rich joined Citizens Energy, where he focused on that firm’s new business development activities.  Mr. Rich received his A.B. from Dartmouth College.










Director
Keith Schlegel
Managing Director, Fifth Third Bank

keith.schlegel@53.com

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.










Director
K. Tibor Toth
CFO, QGEN Ltd.

ktibortoth@gmail.com

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.










Director
Jim Wilder
Director, Housatonic Partners

jwilder@housatonicpartners.com

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).
Home|About ACG|News|Events|Library|Join ACG|Contact Us|ACG Chapters|Site Map|Privacy Policy
©2012 ACG. All Rights Reserved. | Site designed and developed by Americaneagle.com, Inc.