"The Life of The Deal Series" - Part 1, Creativity in the Origination Process

David oversees Bertram Capital’s business development team, where he directs sourcing, investment opportunity assessment and intermediary relationship development. David is also responsible for developing and managing corporate development office relationships. Prior to Bertram, David was President and CEO of The Gemesis Corporation, an early innovator in diamond growth technology. At Ask.com (IAC) David's leadership launched Ask Jeeves from the 312th ranked Internet site to the 12th largest site on the Web and built the company into one of the most widely recognized Internet brands. David held senior management positions at Iomega, establishing the company's presence as Managing Director of the Asia Pacific region and subsequently running the $1B North American Sales and Marketing Division. David began his career at Gates Energy Products/Energizer Power Systems. In addition to his work with Bertram Capital, David was elected to serve as the Chairperson of the Association for Corporate Growth (ACG), New York Chapter and was also elected to the ACG Global Board of Directors.

Before founding Aberdeen Advisors, Emery earned his business and financial expertise as a banker, corporate advisor and president of several companies. After receiving his Bachelor of Arts degree in Economics from Washington & Lee University, he rapidly rose through the ranks at Bank South and later Merrill Lynch, before becoming an entrepreneur. He founded Aberdeen Marketing, Inc., a marketing company that he built from the ground up into a $7 million revenue and eventually sold to a larger firm

Kyle leads the firm’s business development efforts.  He is primarily responsible for identifying investment opportunities, including initial financial, operating, and competitive analysis of businesses. He is a member of the KLH Investment Committee and serves on the board of directors for BMI Merchandise and Data Display Systems.  Prior to joining KLH in 2009, Kyle was involved in a variety of brokerage-related capacities within the insurance industry. An active member of the industry, he serves on the board of directors of the M&A Source and was the 2013 chairman of the Alliance of Merger & Acquisition Advisors (AM&AA). He graduated from the University of Tampa’s John H. Sykes College of Business with a Bachelor of Science degree in Finance.

Justin Santa Cruz serves as Chief Development Officer at US Eye, an integrated eye care platform headquartered in Sarasota, Florida and backed by Pamlico Capital. Mr. Santa Cruz is responsible for driving growth through strategic partnerships in forming the leading eye care platform in the Southeast United States. Prior to US Eye, Mr. Santa Cruz served as Head of Mergers & Acquisitions at Lincare, one of the nation’s largest providers of respiratory services to patients in the home with approximately 1,000 locations. Prior to Lincare, Mr. Santa Cruz served as Director, Development & Acquisitions at Surgery Partners, one of the nation’s largest operators of surgery centers with approximately 180 locations and $1.8 billion in revenue. Earlier in his career, Mr. Santa Cruz was a member of the health care investment banking group at Raymond James, where he worked on mergers & acquisitions as well as public offerings within the health care services space.