Steve Gurgovits, Tecum Capital Partners
Stephen J. Gurgovits, Jr. is the Managing Partner and co-founder of Tecum Capital, a $500+ million private investment firm based in Pittsburgh, PA, which oversees pools of committed capital focused on mezzanine debt, subordinated notes, and private equity via two active funds, Tecum Capital Partners II, LP, and Tecum Equity Partners III. Tecum Capital Partners II, LP is a $250 million committed fund licensed as a Small Business Investment Company (SBIC), and Tecum Equity Partners III, which is a family-office platform, focused on control equity with $100 million of committed capital from Western Allegheny Capital. In his current role, Mr. Gurgovits, Jr. is responsible for providing strategic, operational and investment management leadership to the funds, including its overall planning, fund raising, growth and execution of strategy. Mr. Gurgovits, Jr. also currently serves on the board of directors for Western Allegheny Capital, Gibraltar Cable Barriers, Uncle Charley’s Sausage Company, Auburn Gear, Inc., and the Pittsburgh Chapter of the Association of Corporate Growth (ACG).
During his career, Mr. Gurgovits, Jr. has been directly involved in over $1 billion of aggregate financial transactions, both public and private. Mr. Gurgovits, Jr. has also served as the investment and portfolio manager for over $200 million of publically-traded securities.
Prior to founding Tecum Capital, Mr. Gurgovits, Jr. was President and C.E.O. of F.N.B. Capital Corporation, LLC, a wholly-owned merchant banking subsidiary of F.N.B. Corporation (NYSE: FNB) from its inception in 2005. Mr. Gurgovits, Jr. started his career with KPMG and was also the controller for The Sports and Exhibition Authority prior to joining F.N.B. He graduated with High Distinction from Pennsylvania State University after earning a Bachelor of Science in Accounting and subsequently obtained his MBA from the Katz School of Business at the University of Pittsburgh. Mr. Gurgovits, Jr. holds a CFA Charter designation and is a licensed CPA in the state of Pennsylvania. A native of western Pennsylvania, he currently resides in Pittsburgh, PA.
Kelly Szejko, ACG Pittsburgh
Kelly has served as President of the ACG Pittsburgh since 2010, a trade association that advances corporate growth through mergers, acquisitions and joint ventures by connecting middle market deal makers and business leaders, providing a thought leadership platform and advancing best practices through educational forum.
Kelly spent several years working as an accountant and corporate controller before launching Tikes, Inc., a firm that provides executive leadership and specialized services like membership development, fundraising, marketing and strategic planning to a wide range of associations.
Kelly has successfully leveraged her gift for growing organizations and building expansive networks of volunteers to more than a half-dozen organizations, including the Pittsburgh Venture Capital Association, the National Association of Corporate Directors - Three Rivers Chapter, the Turnaround Management Association - Pittsburgh Chapter, the Down Syndrome Association of Pittsburgh & Invent Penn State.
She attended the University of Pittsburgh and resides in South Fayette.
Kenny Ogilvie, EHS Support
Kenny is currently Chairman of the Board at EHS Support. Over the past 28 years Kenny Ogilvie has been providing environmental management consulting support working with corporate environmental health and safety (EHS) and financial industry managers to design and integrate value measurement techniques, cost savings measurements, and corporate programs for mergers and acquisitions, divestitures, compliance, reserves and SEC reporting, and environmental cleanup liabilities. Kenny has worked on hundreds of mergers and acquisitions including joint ventures, divestitures, and teaming arrangements. Kenny has also been very involved in Superfund site management for both corporations and PRP groups as a project coordinator, technical representative, and lead consultant. Kenny has worked on over 100 RCRA and voluntary remediation related projects throughout the United States – including numerous special assignment projects related to SEC audits, insurance reviews, and liability management programs. Kenny has worked with clients in the chemical, petroleum, specialty metals, financial, communications, mining, pharmaceutical, medical device manufacturing, and wood treating industries. His project work has taken him across the United States and internationally with work in Australia, China, and Europe. Through these relationships, companies have shown dramatic increases in return on investment (ROI), financial allocations, shareholder perception, and cost savings.
He is a frequent speaker and presenter to a variety of special interest groups including The National Environmental Policy Institute, The ERRA, The American Society of Safety Engineers, The Katz Business School at the University of Pittsburgh, Carnegie Mellon University, and the Water and Environment Federation.
Kenny has also published several articles in journals including the Environmental Quality Management Journal, The Remediation Journal, The Environmental Claims Journal, and The Hazardous Waste Strategies Update.
Kenny is a graduate of the Carnegie Mellon University Graduate School Foundation for Management Excellence Program, The University of Michigan School of Business Management Program; and holds a bachelor’s degree from Allegheny College.
Yurij Wowczuk, Matthews International Corp.
Yurij Wowczuk is currently Head – Global Production and Technology with Matthews International Inc. In this capacity, he has overall corporate responsibility for the Matthews Management System (MMS) and provides leadership for global environmental, health & safety, intelligent manufacturing/new technology and product development, M&A, corporate purchasing/supply chain, and human capital projects.
Prior to joining Matthews, Mr. Wowczuk was General Manager of ITW Sexton (a subsidiary of Illinois Tool Works), a $60MM manufacturer of specialty high pressure containers and deep drawn components for the automotive Tier I supply chain and aftermarket. During his tenure revenues grew 10% annually and EBITDA growth 15%. Additionally, he led the international expansion of the business into South America and Asia and developed three new product lines.
During his tenure with the Operations Practice of McKinsey & Company, Mr. Wowczuk served clients in the consumer packaged goods sector, leading lean manufacturing implementation, maintenance & reliability improvement initiatives, and product development engagements. A network-wide operations improvement transformation for a leading food and confections producer yielded over $100MM USD in savings across a global footprint.
Prior to joining McKinsey, Yurij was Plant Manager of Impress USA’s Weirton facility. In this capacity, he had turnaround and P&L responsibility for the $75MM+ plant, which produced sanitary/food can end and coated steel sheets. Primary accomplishments included: exceeding revenue and income objectives by 10% within first twelve months through the implementation of lean manufacturing techniques, introducing over $300K in annual cost savings, achieving plant record safety performance, and completing over $1.5MM in capital improvement projects.
From 1994-1998, Mr. Wowczuk was Vice President of the West Virginia Manufacturing Extension Partnership (WVMEP), where he was responsible for manufacturing consulting services, lean manufacturing projects, new product development consulting, and quality systems implementation. At the National Technology Transfer Center, Yurij was Manager of the Commercialization Unit and Director of the Advanced Product Development Facility.
Yurij received a bachelor’s degree in economics, summa cum laude, from the University of Pittsburgh and also holds a Master of Science degree in Engineering Management. Yurij is fluent in Ukrainian, partially in Spanish, and is the holder of several United States and International patents in high pressure aerosol container design and manufacture. He is the author of numerous articles, a book, and has been published in Industry Week, Journal of the Product Development Management Association, and the McKinsey Operations Extranet.
Pamela Gill, BNY Mellon Wealth Management - Escrow Services
Pamela Gill is the escrow services manager for BNY Mellon Wealth Management in the Pittsburgh, Cleveland and Chicago markets. Pam facilitates third party escrow agency accounts and agreements to service M&A cash holdbacks, settlements from corporate disputes, court ordered personal injury or divorce settlements, contractual obligations or disputes, bankruptcy liquidation proceeds and other transactions.
Pam joined the firm in 1995. Previously, Pam served as a middle market lender with Marine Midland Bank, N.A., Westinghouse Credit Corporation and Parkvale Savings Bank, in addition to several years as a private banking relationship manager. Pam managed legacy Mellon’s Wexford and Sewickley wealth management banking and financial services advisory offices.
Pam received her bachelor’s degree from the University of Pittsburgh and also holds an executive certificate of financial planning from Duquesne University and FINRA Series 7 and 63 Licenses. Pam’s community involvement includes past board member of the Northern Allegheny Chamber of Commerce, Butler County Literacy Volunteer, member of the Women’s Business Network and past treasurer of the Westchester Condo Association II. She is a member of the Association of Corporate Growth, Pittsburgh Chapter, Commercial Real Estate Women and AM &AA The Alliance of Merger & Acquisition Advisors.
David Jaffe, Metz Lewis Brodman Must & O'Keefe
David’s practice encompasses the areas of:
- corporate finance
- mergers and acquisitions
- corporate governance and
- distressed company transactions
He is highly skilled in the areas of venture capital and private equity,
- Representation of control parties, investors and management groups in leveraged acquisitions;
- Domestic and international private placements; and
- Turnarounds and debt restructuring transactions
David’s professional experiences as a former banker and entrepreneur inform his role as a trusted business advisor to clients. He has experience with each stage of the corporate life cycle: start up, expansion, management transition and exit. He also has experience in the transactional aspects of bankruptcy and the restructuring of debtors.
David has advised public and privately held companies in complex transactions and as a general business advisor. Relevant transactional experiences include:
- $200,000,000 negotiated restructuring and recapitalization of a financially distressed ethanol producer based in the Midwestern United States.
- Restructuring of a $1,200,000,000 hotel and real estate development holding company based in the western United States.
- Representation of debtor and related entities in a $200,000,000 prepetition restructuring of a luxury home builder based in the western United States in connection with a pre-negotiated Chapter 11 proceeding.
- Representation of closely held scrap metal recycling company in $15,000,000 rollup acquisition sale to public company acquiror.
- $30,000,000 leverage buyout of industrial services company;
- $55,000,000 acquisition refinancing and modifications of subordinated debt obligation;
- Special counsel to board of directors of a public company regarding formation of a committee of independent directors to consider various strategic alternatives including change in control transactions;
- Independent counsel to special restructuring committee of the board of directors of a public company with respect to the company's consideration of various voluntary insolvency and reorganization proceedings; and
- Corporate split-up transaction including the formation of a holding company under the Delaware merger statute and the transfer of intellectual property assets into a newly formed intellectual property licensing company.
- Expert witness and consultant in litigation matters relating to various aspects of federal securities law, state corporate law and corporate governance.
David has represented clients in various forms of corporate finance transactions, including underwritten offerings of debt, equity and innovative “hybrid” instruments, as well as in more traditional credit transactions such as syndicated bank loans. These have included:
- Pittsburgh Steelers Sports, Inc., $65,000,000 securitized receivables financing—as obligor’s counsel.
- Decorator Industries, Inc., Option Share Repricing and Exchange Offer under Rule 13(e)-4—as offeror’s counsel.
- AT&T Capital Corporation, $200,000,000 Trust Originated Preferred Securities (“TOPrS”) offering–as underwriter’s counsel.
- Riddell Sport, Inc., $115,000,000 10 1/2% Senior Notes Due 2007—as issuer’s counsel.
- SFC Acquisition Corp., $60,000,000, 8.65% Senior Notes Due 2003 and $97,500,000 Private Placement of Common Stock—as placement agent’s counsel.
David has represented sellers, acquirors and financial advisors in large, public company M&A transactions. More recently, his practice has focused on private, complex debt restructurings and middlemarket business combination transactions.
Andrew De Silva, Waldron Private Wealth
Andrew’s role focuses on strategic client development, in which he leverages Waldron’s extensive network of partners to lead the firm’s key growth efforts. In collaboration with the extended Waldron team, Andrew interacts with clients identified through this channel on a more personalized level, ensuring positive outcomes for both clients and partners.
Additionally, Andrew plays in integral role in developing relationships with potential clients by guiding prospects through the GAP Process—Waldron’s complimentary, three-step service, which involves Gathering information, creating an integrated Analysis and compiling a preliminary planning Presentation to map out a client’s financial future.
Prior to joining the firm, Andrew was the Managing Director at RGP, where he was a leader within the firm’s Advisory Services Group and was responsible for business development, client relations and all administrative matters for the Western Pennsylvania practice. During 2010 – 2011, Andrew did a secondment with the RGP Mexico City, Mexico practice assisting them through a period of growth by focusing his efforts on US Fortune 1000 clients who needed professional services assistance in Latin America. Andrew spent the early part of his career in the Assurance & Advisory practice of EY.
Andrew is the Board Chairman, of a Pittsburgh-based non-profit, Southwinds. Additionally, Andrew is involved Urban Youth Action and St. Bernard Church.
Andrew resides in Mt. Lebanon with his wife Ashley and two daughters.
Erin Farabaugh, Dinsmore & Shohl LLP
Erin is an experienced transactional attorney and focuses on providing legal counsel to privately held businesses at all stages of the business life cycle. Her focused approach to growth and exit planning includes providing business owners with assistance to grow and protect their business while engineering an optimal exit. She is pleased to engage with her clients as both a lawyer and a trusted business adviser.
She also serves as outside general counsel to entrepreneurs, private businesses, and private equity-backed portfolio companies, and is committed to partnering with her clients through an integrated understanding of each client’s industry, business operations, and strategic goals. She assists clients in various industries, including manufacturing, distribution, health care, technology solutions and staffing, software development, professional services, emerging technologies, real estate development and retail, on matters spanning from corporate
governance, to commercial contracts, growth initiatives, and business succession planning.
Her proactive approach to helping clients protect, grow and engineer an optimal exit includes strategizing and documenting business continuity plans for business owners. Erin’s vast experience in successfully completing a variety of transitional changes in ownership through mergers and acquisitions, divestitures, private equity, reorganizations, and generational transfers affords her the ability to best serve her clients.
She is vice chair of the firm’s Business, Acquisitions and Securities practice group, and sits on the Opinion and Audit Letter Review Committee.
Jeffrey Ford, Grossman Yanak & Ford, LLP
Jeff has focused his career on providing accounting, auditing and consulting services to privately
held companies and not-for-profit organizations. His experience includes furnishing
compliance services such as audits; providing due diligence and investigation services related
to business acquisitions; performing fraud investigations; developing and compiling projected
and forecasted financial statements; and evaluating, selecting and implementing information
systems for companies in the wholesale, service, manufacturing, construction, distribution and
Through the over-30-year span of his career, Jeff’s experience includes significant advisory and
accounting services related to business acquisitions and sales. In this arena, he has assisted
many companies with due diligence, transaction structuring, transition consulting and dispute
resolution. Jeff has served diverse ownership groups including public and private companies,
private equity groups and foreign investors. He has provided expert testimony and services related
to litigation support, arbitration and mediation in connection with business acquisitions,
contract disputes and certain bankruptcy matters.
Prior to joining the Pittsburgh office of an international accounting and consulting firm, Jeff
earned a B.S. in Accounting from Duquesne University in 1983 and an MBA, with a concentration
in finance, from the University of Pittsburgh in 1984.
Jeff frequently speaks at seminars and business association meetings and has written and instructed
classes regarding LIFO inventories, business acquisitions and the impact of information
technology on accounting controls and audit risks. He serves as the North American Audit
Practice Chair for Geneva Group International (GGI), the world’s sixth largest organization of
independent accounting law and consulting firms with over 500 members, including nearly 100
in North America.
Jeff is a member of the American and Pennsylvania Institutes of Certified Public Accountants
and the AICPA Management Consulting Services Division. He serves as the Chair of the PICPA
Professional Ethics Committee. Jeff is also a member of the Advisory Board for a sporting goods
company and an officer on the Boards of Directors of several local tax-exempt organizations.
Jeff resides in Westmoreland County with his wife, Beth. They have two daughters.
Matthew Gleason, Gleason Advisors
Matt joined the firm in 2016. He primarily focuses his efforts within the Gleason Advisors division.
Prior to joining Gleason, Matt worked in Corporate Development for RTI International Metals. At RTI, he focused on acquisitions, divestitures, and corporate financing activities in executing RTI's strategic plan. Matt has also worked in investment banking and financial services, developing an expertise in mergers and acquisitions, capital raises, business valuations, and strategic planning.
Megan Harmon, Schnader Harrison Segal & Lewis LLP
Ms. Harmon is a partner in the Business Services Department, a member of the Firm's Executive Committee, and co-chair of the Energy & Environmental Practice Group and the Mergers and Acquisitions Practice Group. She concentrates her practice in counseling businesses including transformative transactions, mergers, acquisitions and dispositions, project development, and public-private partnerships, and has extensive experience in contract negotiations, finance, compliance matters, employment issues and procurement. Ms. Harmon represents family businesses, start-ups and both publicly and privately held organizations dealing with permitting and regulatory issues. Her clients are typically in heavily regulated industries. She also represents clients in various forms of financings, including tax-exempt financings, private placements, convertible securities and credit facilities. She has represented venture capital funds, angel investors, and institutional investors in various investments, loans and capital contributions. Ms. Harmon joined Schnader after being deputy general counsel for an environmental services company, where she was responsible for all facets of operations, integration of acquisitions and divestitures.
AREAS OF EXPERIENCE
Ms. Harmon has represented individuals, private and public companies and strategic and financial buyers and sellers in numerous transactions involving the environmental services, recycling, steel, transportation and chemical industries. She also counsels businesses in corporate governance, structure and compliance. Ms. Harmon has been involved in hundreds of purchase and sale transactions involving strategic buyers, both public and private, private equity and financial institutions. Ms. Harmon has been involved with siting and development of waste transportation, treatment and disposal facilities, privatization and public private partnership projects and community benefit and community impact agreements with various municipalities and governmental entities. While with Schnader, Ms. Harmon has acted as regional counsel for what is now the largest waste services firm in North America. In that capacity, she supervised the providing of all legal services for a geographic region with more than $1 billion in revenue and was responsible for litigation, acquisitions, personnel matters and asset and operations integration. Ms. Harmon has acted as special counsel for litigation representing business interests of her clients in negotiating the resolution and settlement of complex litigation matters. Ms. Harmon has also represented chemical manufacturers and distributors in various aspects of their operations.
Energy & Environmental Practice
Ms. Harmon represents organizations in heavily regulated industries, involving extensive permitting and regulatory compliance matters. She has experience in compliance counseling, environmental auditing, investigation and remediation of contaminated properties and corporate environmental strategic planning. She also has experience in sustainability issues such as recycling, composting and beneficial use. Ms. Harmon also has been involved in a number of waste-to-energy and methane-to-energy projects throughout the Eastern United States. She has negotiated methane supply and purchase agreements, electricity supply agreements, natural gas agreements and mineral and bio fuel agreements.
Real Estate Practice
Ms. Harmon has commercial real estate and transactional experience including retail leasing experience for a regional chain, siting, development and financing of incinerators, landfills, transfer stations, material recycling facilities, methane gas-to-energy projects, waste-to-energy projects and other projects in highly regulated fields. She has participated in the development of brownfield facilities and beneficial re-use facilities. Ms. Harmon has been involved in the siting and negotiation of projects involving long term leases, operating and maintenance agreements and financing arrangements. She has also negotiated leases related to timber, mineral rights and gas exploration.
In connection with her business counseling and transactional practice, Ms. Harmon has represented businesses and negotiated employment contracts, noncompete contracts, severance and discharge releases. She has handled issues with hiring or on-boarding employees, terminations and regulatory matters in connection with transactions.
Financial Services Practice
Ms. Harmon represents clients in various forms of financings, including taxexempt
bond financing, private placements, convertible securities and
revolving credit facilities. She has represented venture capital funds,
structured investments, loans and capital contributions.
Julie Kline, Strassburger McKenna Gutnick & Gefsky
Julie Kline is a Shareholder in the Pittsburgh office of Strassburger McKenna Gutnick & Gefsky. Ms. Kline’s practice focuses on working with start-ups to mature companies and their owners on corporate and real estate transactions as well as business succession and estate planning matters. With a solid background in finance and the law, she has advised companies and their owners on all facets of their business interests including mergers and acquisitions, recapitalizations, real estate transactions including sales, acquisition, leasing and financing, employment, business succession planning, estate planning and wealth transfer matters, and non-profits and foundations. Clients appreciate her strong focus and knowledge of their financial status and goals and her ability to act as an outside general counsel (and the quarterback) to advise them on a wide range of legal and business issues.
Ms. Kline is a member of the Allegheny County Bar Association and a Board Member of The Children’s Home of Pittsburgh & Lemieux Family Center. Ms. Kline serves as a volunteer on advisory panels of women-owned businesses through PowerLink — an organization dedicated to the growth of women entrepreneurs in the Pittsburgh region. When not practicing law, she enjoys spending time with her husband, her dog, and her golf clubs.
Dennis Magulick, PNC Financial Services
Dennis Magulick is an accomplished senior finance executive with more than 20 years of experience in banking, consumer goods, retail, and e-commerce. Leveraging extensive experience in Corporate Finance, Investor Relations, Treasury, Financial Planning and Analysis, Risk Management, and Strategic Planning, Dennis possesses a proven record of leadership working directly with Boards of Directors, Capital Structure, Business and Growth Strategy, Shareholders and Research Coverage Analysts, Investment and Commercial Banks, Leveraged Finance, Rating Agencies, Public Relations, and Crisis Management.
Since 2017 Dennis has served as Senior Vice President & Chief Financial Officer of PNC Bank’s (NYSE:PNC) Business Banking unit.
Prior to joining PNC, Dennis was Vice President - Treasury, Investor Relations & Risk Management at GNC Holdings, Inc. (NYSE:GNC). Dennis joined GNC in 2010 as Director - Financial Planning & Analysis.
Prior to joining GNC, Dennis held a variety of positions at Dick's Sporting Goods (NYSE:DKS), including Director of eCommerce, Strategy and New Business; Director of Investor Relations & Risk Management; and Strategic and Financial Planing & Analysis from 1999 to 2010.
Prior to Dick's, Dennis served in Financial Management and Operations roles at General Electric (NYSE:GE) from 1994-1999, completing their Financial Management and Six Sigma Black Belt programs.
Dennis serves on the Board of Directors and is Treasurer of Miracles in Moon (a 501c3 organization) and was an inaugural member of the Board of Trustees for the River North Core Opportunity Fund (NASDAQ: RNCOX)
Dennis has a Bachelor's Degree in Accounting, with an emphasis in Finance from Penn State University, and a Masters in Business Administration from the Katz Graduate School of Business at the University of PIttsburgh.
Michelle L. Patrick, Ph.D., Robert Morris University
Michelle Patrick is currently the Dean and Professor of Marketing of the School of Business at Robert Morris University. Prior to this position she was the Dean of the College of Business and Public Management at West Chester University of Pennsylvania. She earned her Ph.D. in Marketing from Kent State University and her MBA from Youngstown State University. She has held a variety of positions in Market Research firms. Michelle has been honored with several teaching awards in her career and has integrated her research efforts with her teaching interests. Currently, Michelle’s focus includes working with the academic departments in an effort to ensure interdisciplinary curricular offerings and expand student engagement opportunities (such as internships, international offerings, co-oops and interactive lab courses) that will help better prepare students for their professional careers. Her research in marketing has been published in a number of journals such as The Journal of Research in Marketing and Entrepreneurship, The Journal of Marketing for Higher Education and Marketing Health Services. Her research stream focuses on marketing issues related to satisfaction, service quality and on factors that influence a company’s ability to extract value from its consumer base.
Jill Yahnite, RGP
Jill Yahnite is Vice President, Revenue for the RGP Pittsburgh office. RGP helps clients get work done. RGP is a global consulting firm that engages accomplished professionals to help get their project and initiatives done. We are truly Human Capital on Demand.
Jill is responsible for more than 90 people in the Pittsburgh market. Jill joined RGP in February 2018, and prior to RGP was in several Leadership and Business Development roles in Pittsburgh since January 2004. Prior to Xerox moving Jill to Pittsburgh in 2004, she was in various accounting roles within Xerox in Rochester, New York for over 8 years.
Jill has a Bachelor of Science degree in Accounting from St. John Fisher College and a Masters of Business Administration from Rochester Institute of Technology. She has been a Board Member of the Pittsburgh Area Airport Chamber of Commerce and the River’s Club.