Patrick Putman has twenty-four years of commercial banking experience in Atlanta with financial institutions of all sizes including both the largest and smallest banks in the state of Georgia. In 2010, Mr. Putman joined The PrivateBank as a Managing Director in the National Commercial Banking Division and was promoted to Head of Atlanta Commercial Banking in 2015. The PrivateBank, an indirect wholly owned subsidiary of CIBC, provides tailored commercial, wealth management, personal, and small business financial solutions. In 2017, CIBC acquired Chicago-based The PrivateBank to build its US Region and now has 46 offices in 18 states, as well as the ability to provide cross-border banking services to clients with North American operations. Mr. Putman’s current responsibilities include the management, marketing and continued development of The PrivateBank’s commercial and industrial loan segment across the Southeast.
Denise has over 21 years of experience in providing comprehensive tax services to public and private middle-market businesses. She leads the Atlanta office private equity initiative and some of her specific service capabilities include: Managing private equity relationships and coordinating fund and portfolio company needs; Managing significant tax planning and compliance engagements in an integrated team environment; Corporate taxation including transactions, restructuring and controversy; and ASC 740 tax accrual expertise including related key controls. Denise is experienced in serving clients in various industries including: technology, manufacturing and distribution.
Having more than 36 years of experience, Bob has provided his expertise to a variety of closely held and publicly held growth businesses in strategic planning, business consulting, auditing, SEC reporting, and accounting services., Bob’s previous experience includes many years with Arthur Andersen & Co., including several years as part of the firm’s national technology industry team, and another international accounting firm as a partner, Technology Industry Practice Leader and Manufacturing Industry Practice Leader for Southern California; two years as CFO of a closely held distribution company; six years as managing partner of Pearlman and Markle; and, most recently, has been with BDO USA, LLP for 14 years, currently leading the Atlanta office assurance practice, focusing on companies in the technology, manufacturing and distribution, and private equity industries.
Brittany Boals is an advisor in the Investment Management Division of Goldman Sachs & Co. She is responsible for managing assets on behalf of families, foundations, endowments, and estates across the Southeast. Prior to her current role at the firm, Brittany served as Chief of Staff for the Global Chief Executive Officer and Chief Operating Officer of Goldman Sachs Wealth Management. Brittany graduated with honors from the Stern School of Business at New York University. She serves on the Metro Atlanta Chamber of Commerce Education Committee and on the boards of the African Children’s Choir Film and Emerge Scholarships, Inc.
Ann is an Executive Director and Banker in the Atlanta office of J.P. Morgan Private Bank. In this role, she is responsible for delivering the firm's investing, wealth transfer, credit and philanthropic services to ultra-high-net-worth clients in the Southeast. Ms Cox held similar roles most recently at BNY Mellon, Wilmington Trust, and Bank of America. Before joining the wealth management industry, Ms. Cox worked as a corporate and tax lawyer at Peterson, Dillard, Young, Self & Asselin and as a C.P.A. at PriceWaterhouse Coopers. She earned both her Juris Doctorate and B.S. in Business Administration degrees from the University of North Carolina at Chapel Hill.
Scott L. Allen is a partner in the Corporate and Securities Practices. His practice focuses primarily on representing public and private companies, including private equity firms and their portfolio companies and family owned enterprises, in general corporate matters, mergers and acquisitions, venture capital and public securities offerings. Mr. Allen’s practice covers a wide variety of industries, with extensive experience representing clients in the information technology and telecommunications industries, as wells as business services companies, medical device companies and traditional light manufacturing and sales and distribution organizations. Mr. Allen routinely advises a range of clients, including start-up, middle market and large cap companies, in complex mergers and acquisitions, venture capital, and corporate finance issues, involving both domestic and cross-border transactions.
Scott Rhodes is a Managing Director at CHILDS Advisory Partners a middle market investment bank. Prior experience includes Corporate Development at Equifax Inc. and Waste Management where he led M&A transactions. He was co-founder and CEO of Bagster, a private equity backed startup which was sold to Waste Management, as well as Managing Partner of one of the largest franchise groups for PODS. Scott was head of the Consumer and Retail Investment Banking Group at SunTrust Robinson Humphrey. He has an MBA with distinction from Kellogg School at Northwestern University and a BA in economics with distinction and Phi Beta Kappa from the University of North Carolina at Chapel Hill.
Mr. Douglass is a Partner of Fulcrum Equity Partners and brings more than 25 years of operations management, strategic development and financial experience with high-growth financial services, marketing services and healthcare companies. Mr. Douglass was most recently CEO of Vesdia, a pioneer in loyalty and card-linked marketing for financial services, airline and hospitality companies, which merged with Cartera Commerce in January, 2011. Mr. Douglass began his career with KPMG in the Financial Services practice. He currently serves on the boards of QASymphony, Prevalent, LogFire, Rival Health, ALS/Resolvion and Promio. Mr. Douglass also served on the board of FactorTrust, the leading provider of credit data for the underbanked and was recently sold to ABS Capital, and Paymentus a leading provider of cloud-based billing, communication and payment solutions sold to Accel-KKR in 2011. Jim graduated with a BBA in Accounting from Georgia State University.
Jeremy Ellis is a Managing Director and a co-founder of Genesis Capital. He is a trusted adviser to Board of Directors, CEOs and CFOs on mergers & acquisitions, raising growth capital, exit strategies and other strategic alternatives. Jeremy has been involved in over 150 transactions for an aggregate transaction value in excess of $10 billion. He has provided investment banking services to a broad range of public corporations, such as ChoicePoint Inc., Delta Galil Industries, Northrop Grumman Corporation, Popeyes Louisiana Kitchen, and Spectrum Brands, Inc.; several multi-generation family businesses, such as Adorama Camera, Herschend Family Entertainment, Polytek Development Corp. and Sasco Chemical; as well as numerous private companies. Buyers of his clients have included numerous private equity firms as well as strategic buyers including Cobham Plc, Ernst & Young, ITT Industries, LIFCO AB, Live Nation, McKesson HBOC Inc., and TrueBlue, Inc.
Since 2003, Ed has been managing partner of SouthPointe Ventures, LLC, a small-cap private equity buy-out fund headquartered in Atlanta. SouthPointe makes control investments in basic industry businesses with revenues of $5-$50 million and EBITDA of $1- $5 million. Prior to SouthPointe, Ed was a partner at merchant banking firm EGL Holdings, Inc., and before joining EGL, Ed was a portfolio partner for Prometheus Partners, an Atlanta-based leveraged buyout firm. Prior to his career in private equity, Ed was CFO for the 3rd-largest Wendy’s operation in the U.S., and CFO and VP of sales for a family-owned equipment distribution business.
Jason Goode is a Partner at Alston & Bird. He focuses his practice on, public and private securities offerings, mergers and acquisitions, corporate governance, securities law compliance and other complex, business transactions. He is a frequent speaker on securities and, corporate governance issues. Mr. Goode is listed in Chambers USA:, America's Leading Lawyers for Business as "Up and Coming." He received, his J.D. from the Duke University School of Law and his B.A. in political, science from Duke University.
Virginia joined PNC Business Credit, the asset based lending division of PNC Bank, National Association, in Atlanta in 2004. For over two decades, she has originated, structured and closed asset based loans to middle market companies located primarily in the Southeast to support mergers and acquisitions, rapid growth, recapitalization and financial restructuring. Prior to joining PNC Business Credit, Virginia was with Congress Financial Corporation and CIT Group Business Credit. Her background also includes eight years of experience providing large corporate cash flow loans as part of The Mitsubishi Bank Ltd’s Atlanta office and Metropolitan Life Insurance Company’s Southeast regional private placement office.
Michael is partner in charge of Aprio’s private equity and venture capital group. He has over 19 years of audit and merger, acquisition, and divestiture due diligence experience. Michael’s primary responsibilities include assisting clients with developing structures, performing accounting and tax buy-side and sell-side due diligence, closing assistance and post-transaction integration assistance. He is a graduate of the University of Alabama with a Bachelor of Science in Business Administration with a concentration in Accounting
John is a partner of Peachtree and is responsible for originating, executing and managing investments for the Partnership. John joined Peachtree in 2004 and has executed and led investments for Fund I and Fund II. John’s principal investing experience also includes two years as a Senior Investment Officer with Roswell Capital Partners, an Atlanta-based private investment firm. Previously, John was an investment banker with The Breckenridge Group in Atlanta and CSFB-DLJ and Banc of America Securities in New York. John received a B.S. from the University of Pennsylvania’s Wharton School.
Gerry O’Meara is the Head of Mergers & Acquisitions, Corporate and Investment Banking. He joined Robinson-Humphrey (now SunTrust Robinson Humphrey or "STRH") in 1986 and was named Chief Administrative Officer of Equity Capital Markets when SunTrust acquired the company in 2001 and Head of Equity Capital Markets in 2003. He was Director of Research from 1997 to 2001 and managed the Financial Services Group with the Corporate Finance Department from 1991 to 1997. He was a Bank Research Analyst from 1986 to 1991. Gerry chairs the STRH Fairness Opinion Committee, is a member of the STRH Board of Directors and the STRH Equity Commitment Committee.
Sarah O’Brien is currently the President and CFO of O’Brien & Company where Emory University most recently engaged her to run their New Venture Development Group. She is the former Chief Financial Officer and Director of Operations for the Dental System Group, a $500 million dollar division of Carestream Health which serves businesses in 130 countries and employs 1500 people. Sarah O’Brien is currently the President and CFO of O’Brien & Company where Emory University most recently engaged her to run their New Venture Development Group. She is the former Chief Financial Officer and Director of Operations for the Dental System Group, a $500 million dollar division of Carestream Health which serves businesses in 130 countries and employs 1
As Managing Partner of the Firm’s Atlanta practice, Kip is responsible for overseeing key relationships for many of the Firm’s largest clients to ensure a coordinated and seamless client service experience for growing organizations. In addition to being an Audit Partner, he serves as the Managing Partner of Strategic Markets with oversight of the Firm’s growth strategy and execution. Kip is also a member of Cherry Bekaert’s Executive Management Team. As a recognized financial expert in the Healthcare Industry, Kip places emphasis on audit and strategic advisory services for growth oriented, middle market clients. Organizations in healthcare, technology, life sciences and logistics look to Kip for guidance with financial, forensic, performance audits and strategic growth matters.
Chris Rosselli is a Deputy General Counsel at Mohawk Industries, Inc., responsible for the company's securities, M&A, corporate governance, executive compensation, benefits, and corporate finance activity. Before joining Mohawk, Chris practiced as a partner in the corporate department at Alston & Bird, an AmLaw 50 law firm headquartered in Atlanta, Georgia. His practice focused on complex business transactions such as mergers, acquisitions, divestitures, auctions, capital raises and joint ventures. Clients included private and public businesses and funds operating in a wide array of industries, including manufacturing, technology, retail, business services, financial services and insurance.
Frank Sanders founded CSM Research in 1991, after he recognized a void in the market place for customer-focused research as a basis for making strategic business decisions and competitive differentiation. He previously had nine years evaluating business plans and building sales pipelines for the investment banking and securities industry. CSM Research is a B2B global research firm providing highly actionable customer and market research services across a wide variety of industries. With multilingual, custom research services and proprietary analytical methodologies, their mission is to deliver a straightforward, process-oriented approach to providing the knowledge and insights required for clients to profitably grow their business. Frank is a graduate of Vanderbilt University. Following college, he served six years as a Platoon Officer-in-Charge in the United States Navy SEAL Team.