Experience

Carleton McKenna & Co

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Partner

  • 2007 - Present

  Carleton McKenna & Co is an independent investment banking firm providing M&A, Capital Raising and Pre-Transition advisory services. We are client-focused, entrepreneurial and hands-on, which enables us to maximize outcomes. Our clients include middle market family held businesses, private equity portfolio companies and divisions of public companies. We focus on five industry verticals: Specialty Manufacturing & Chemicals, Business-to-Business Services, Consumer, Technology & SaaS, and Healthcare. Securities are placed though our broker dealer Carleton McKenna Advisors (FINRA/SEC registered). Show less



Cornerstone Industrial Group, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Partner

  • 2021 - Present

  An alternative to traditional Private Equity, CIG acquires high-quality niche manufacturers, distributors, and BtoB service providers having potential for long-term sales and profitability growth. CIG works with senior managers to identify and enhance their company's unique strengths, using operating experience and trusted third-party resources to create value for the company's employees, managers, partners, and shareholders. An alternative to traditional Private Equity, CIG acquires high-quality niche manufacturers, distributors, and BtoB service providers having potential for long-term sales and profitability growth. CIG works with senior managers to identify and enhance their company's unique strengths, using operating experience and trusted third-party resources to create value for the company's employees, managers, partners, and shareholders.



Up2 Opportunity Fund

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• General Partner

  • Jun 2022 - Present

  A technology venture capital fund built to support founders and to partner with 'breakout' portfolio companies previously backed in earlier funds. A technology venture capital fund built to support founders and to partner with 'breakout' portfolio companies previously backed in earlier funds.



Construction Laser

• United States
• Construction
• 1 - 100 Employee

• Board Member

  • 2021 - Present

  Construction Laser is the #1 authorized dealer of Leica Geosystems for all of North America, providing expert product selection advice, training, support, and field service in the Southeast. Construction Laser is the #1 authorized dealer of Leica Geosystems for all of North America, providing expert product selection advice, training, support, and field service in the Southeast.



Zerys

• United States
• Writing and Editing
• 1 - 100 Employee

• Board Member

  • 2012 - Present

  The Zerys.com online content marketing platform enables thompanies and digital marketing agencies to plan, produce, polish, and publish amazing content on their own. The Zerys.com online content marketing platform enables thompanies and digital marketing agencies to plan, produce, polish, and publish amazing content on their own.



COMS Interactive

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Former Board Member and CFO

  • 2008 - Sep 2018

  SaaS disease care management applications proven to dramatically improve health outcomes, drive revenue growth for Long Term Care customers and significantly reduce the cost of care for payers. SaaS disease care management applications proven to dramatically improve health outcomes, drive revenue growth for Long Term Care customers and significantly reduce the cost of care for payers.



Furnace Parts LLC

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• President & CEO

  • 2000 - 2006



Contact Rubber Corporation

• Bristol, Wisconsin, United States

• Board Member

  • 2002 - 2005

  Manufacturer of rubber and urethane contact wheels, expanders, rubber rollers and custom molded rubber products. Manufacturer of rubber and urethane contact wheels, expanders, rubber rollers and custom molded rubber products.



MacLean-Fogg Company

• United States
• Motor Vehicle Manufacturing
• 100 - 200 Employee

• Dir. of Fin. Analysis/ Asst. to President/ VP - Reliable Communications

  • 1995 - 2000



Rodman & Renshaw

• Investment Banking
• 1 - 100 Employee

• Associate

  • 1991 - 1993



Security Pacific National Bank (SPNB)

• United States
• Banking
• 1 - 100 Employee

• Assistant Treasurer - Asset Based Transactions

  • 1990 - 1991



Manufacturers Hanover Trust

• Banking
• 1 - 100 Employee

• Senior Credit Analyst

  • 1988 - 1990