Committee

Brad Batten is a Managing Partner at Broadtree Partners, an operator-centric Private Equity firm focused on scaling small businesses in the lower middle market. Central to Broadtree's strategy is a unique executive-in-residence model which provides a unique set of resources for small businesses and creates flexibility for founders and entrepreneurs to seamlessly transition from their companies or continue to stay involved and partner with the Broadtree team on accelerating growth. At Broadtree, Brad manages all aspects of the investment operation including deal sourcing/origination, diligence, execution, and strategic management and governance of the Broadtree portfolio as lead director on a number of Broadtree portfolio company boards.

Prior to joining Broadtree, Brad was a partner at Zwick Partners, LP, a single-family office. At Zwick Partners, Brad was responsible for the creation and leadership of the family office's private equity direct investing program.

He holds a bachelor’s degree from Davidson College in History with a minor in Economics.

Matt is co-founder and Managing Partner of 12 South Capital Partners. He brings international experience in finance, consulting, and operations.

Prior to founding 12 South Capital Partners, Matt worked at MVision Private Equity Advisers, Ltd based in London. At MVision, Matt managed multiple private equity fundraisings, ranging from 250 million - 4.0 billion Euros. In addition, he covered investor relationships across continental Europe and the Middle East.

Matt has consulting experience in multiple industries. He worked for Schlumberger Business Consulting on oil & gas projects across the Middle East and for Netflix, serving as Chief Military Advisor to Brad Pitt for the satirical film War Machine (2017).

Previously, Matt spent over six years as a U.S. Army Officer, serving multiple deployments to Iraq and Afghanistan. In his last role, he was the deputy operations officer for a 450-person air cavalry squadron that provided reconnaissance and security for coalition troops spread across Southern Afghanistan.

Matt earned his M.B.A from London Business School and his B.S. in Mechanical Engineering from the University of Illinois at Urbana-Champaign.

Kari Warberg Block is the founder and Chief Love Bug at Earthkind, a retail platform for plant-based premium insect & rodent control solutions with superior efficacy, safety, and convenience. Kari is author of Gathering Around The Table For Purpose Driven Change Through Business, was named EY Entrepreneurial Winning Woman, SBA Small Business Nat’l Runner up, and has served on NWBC advisory board to the White House, SBA, and Congress.

Mike Bork has over 23 years of experience in HR and Human Capital Strategies as both an entrepreneur and an advisor to business owners. As a thought leader in his field, Mike has earned many awards, and has worked with clients in over 30 different states and multiple industries, ranging from young start-up companies to multi-million-dollar corporations. Mike's primary focus is allowing business owners to remain focused on their core competency by allowing them to attract and retain top talent without the headaches of running a full HR department. Mike has lived in Charlotte area since 2010 with his wife, three daughters and 2 dogs (Romeo & Taco).

Mark DeMarcus is a Senior Vice President and Regional Manager for Business Banking for First National Bank’s Charlotte Region. In this role, Mark leads the business unit in providing companies across a variety of industries with industry-leading suite of business products and services, such as tailored cash flow solutions, capital financing options, to support growth of mid-sized companies throughout the Greater Charlotte area.

Louis Foreman is founder and Chief Executive of Enventys Partners, an integrated product design and engineering firm. Over the past 20 years Louis has created 9 successful start-ups and has been directly responsible for the creation of over 20 others. He is the inventor of 10 registered US Patents, and his firm is responsible for the development and filing of well over 600 more.

Louis is an adjunct professor of Entrepreneurship and Innovation, at Queens University and an adjunct professor and the Entrepreneur in Residence at The McColl School of Business. Louis serves on the Board of Directors of the James Dyson Foundation, the Intellectual Property Owners Association (IPO), New Dominion Bank, the Intellectual Property Owners Educational Foundation (IPOEF) and is Chairman of the National SBDC Advisory Board.

Louis served for 7 years on the Patent Public Advisory Committee (PPAC) of the United States Patent and Trademark Office, including the last two years as Chairman.

Ray is a partner at Axum Capital Partners, a private equity group based in Charlotte. Previously, he served as a professor at Duke's Fuqua School of Business, the head of the merger and acquisition group of First Union Securities (now Wells Fargo & Co.), a managing director of the M&A Group of The First Boston Corp. (now Credit Suisse Group) in New York, N.Y. and practiced law with Cravath, Swaine & Moore in New York, N.Y., where he worked on the IPO of Intel Corp., represented Chemical Bank (now JPMorganChase) and was involved in multidistrict litigation on behalf of IBM.

Levar Haffoney is the founder and Managing Partner of Vedere Capital Group (VCG), a private investment firm. He is responsible for all aspects of strategy, deal sourcing, due diligence, negotiations, financing, and post-acquisition management.

Mr. Haffoney is a board member with ArtsATL and chairs the Resource Development Committee. He is also the former board Chair with Spectrum Health Services, Inc., a federally qualified health center, based in Philadelphia.

Mr. Haffoney began his career in financial services. He earned a B.S. in Business, Management, and Economics from the State University of New York and an M.B.A. from the Eastern University College of Business and Leadership.

Sean Healy is a VP at Keswick Partners, responsible for sourcing new investment opportunities and conducting preliminary diligence for potential investments. Prior to Keswick, Sean was head of origination for a family office, led his own search fund, and also served in various strategy and management consulting-related roles for companies spanning all stages of the business lifecycle. Sean served as an Officer in the US Army and remains a Lieutenant Colonel in the US Army Reserves today.

Cliff is co-founder, managing director and general partner at Cultivation Capital. The firm was named the most active venture capital firm in the Midwest by Pitchbook, and a top 10 leading firm by Crunchbase. Previously, he was founder and president of Foot Healers and the Professor of Practice and Academic Director for Entrepreneurship at the Olin Business School at Washington University, where he was named one of the Top 100 Entrepreneurship Professors in the World.

Brad Jones is Executive Vice President of Carolina Commercial Banking, overseeing FNB’s multiple markets in North Carolina and South Carolina. In addition to his home market in Charlotte, Jones manages the execution of FNB’s Commercial Banking sales model throughout its Eastern North Carolina, Piedmont, Raleigh-Durham and South Carolina Regions. The Regional Presidents serving these markets report to Jones, who also maintains his previous position as Regional Market Executive and President of the Charlotte Region. He joined FNB in 2019 with more than 30 years of extensive financial services experience, including leadership roles with BBVA, Wells Fargo and Bank of America.

Jones received his Business Administration from the University of North Carolina at Chapel Hill and Master of Business Administration from the University of North Florida. Heavily involved in the local community, Jones has served as a board member for the North Carolina Chamber of Commerce, Junior Achievement of Central Carolinas, UNC Chapel Hill Board of Visitors, Charlotte Sports Foundation, Charlotte Regional Business Alliance, NC Motorsports Association and Charlotte International Advisory Council.

David co-founded Peak 10 in March of 2000. Aligning an expert leadership team, he built one of the industry's most admired companies in the data center and cloud infrastructure industry – consistently producing impressive, consistent year over year financial performance and growth. David led the company for 17 years as CEO and Chairman building Peak 10 to be the leader in hybrid data center operations, hosting and managed services east of the Mississippi. Flexential, a national, hybrid colocation, hosting, network and managed service data center company resulted from the late 2017 combination of two market leading data center companies, ViaWest headquartered in Denver, and Peak 10, headquartered in Charlotte. This combination created the largest national hybrid, facilities-based, hosting services company in the United States, currently with 3.2 million square feet of data center space, 37 data centers and 19 markets.

David holds a B.A. degree in Economics from the University of Virginia and completed the Executive Development Business Program at George Washington University. In addition to his responsibilities on the Flexential Board of Directors David serves on the board of directors of RadixBay (enterprise software development and support), chairman of TechWorks of Gaston County, NC. David is an advisory board member for McCarthy Capital, a private equity firm in Omaha, NE, a member of Morris, Manning & Minor, LLP’s Tech Advisory Council (Atlanta, GA), advisory board of Tech Leaders Forum of Charlotte.

Active on non-profit boards, he serves on the of directors, and was formerly chairman of the Steele Creek YMCA. He served for 6 years on the Board of Trustees of Queens University in Charlotte and is a board member of Innovate Charlotte, a public-private fund fueling entrepreneurial growth in the Charlotte region. David is a mentor with TECH Alpharetta, in Atlanta.

At Gridiron Capital, Sean focuses on developing new business partnerships, marketing, communicating with business owners, and managing investment sourcing and exit planning. Prior to joining Gridiron Capital, Sean served as vice president at BB&T Capital Markets in Richmond, Virginia. His responsibilities at BB&T included executing mergers and acquisitions advisory for middle-market businesses, as well as establishing and strengthening business development relationships with middle-market investors. Earlier in his career, Sean worked at Credit Suisse and Deutsche Bank.

Lee is managing partner of Smart Business Network Inc., a national events, media and marketing company founded in 1989, primarily responsible for expanding the company’s Aspire deal-making conference throughout the U.S. He plays a key role in establishing corporate policies and developing long-term strategy and growth plans. Previously, he founded and chaired the Growth Group at national law firm Arter & Hadden LLP (now Tucker, Ellis & West), which focused on working with middle-market and high-growth technology companies. 

Chris Langford is the Managing Partner of Home Technology Ventures, an early-stage venture capital firm dedicated to funding entrepreneurs solving the biggest problems in housing and the industries that support it. Prior to Home Technology Ventures, Chris was a partner at IDEA Fund Partners and was the founder and Managing Director of Lowe's Ventures. He has completed more than $1B in transactions across M&A and minority investments in housing and home related industries over a 20 year career.

Keith Luedeman is founder and former CEO of goodmortgage.com, an award winning internet mortgage lender. Keith led goodmortgage.com to be recognized for many successes including Best Place to Work for Mid-Size Companies and Online Lender of the Year by the Mortgage Bankers Association. Under Keith's guidance, goodmortgage.com was named to the Inc. 5000 five times, earning it a place on the Inc. 5000 Honor Roll.

Earning individual awards along the way, such as NCTA Tech Exec of the Year, Keith developed a reputation as a passionate entrepreneur who shares his business wisdom as Board Chair of Innovate Charlotte, Board Chair of the Queens University Entrepreneurial Leadership Circle Advisory Board, an active investor in the Charlotte Region and a mentor to startups.

Dr. Brian Morin is currently CEO of Soteria Battery Innovation Group, a company that is developing and promoting broad adoption of a technology that will eliminate lithium battery fires, reduce weight of lithium ion batteries and reduce cost. The company has formed a consortium of companies to help mature the technology and bring it to market, whose members include NASA, Mercedes, DuPont, Teijin, Applied Materials and over 120 others.

Charlie Orr is a Director with Reynolda Equity Partners focused on origination, development and execution of thematic investment campaigns, and build out of Reynolda's Operating Advisor network. Reynolda Equity Partners is a partnership-oriented private equity investor dedicated to providing patient capital to support and supplement the vision of the owners and management teams of strong performing businesses across the lower middle market.

Dan is a co-founder of Charlotte's entrepreneurship center called Packard Place which was ranked as one of the 5 largest tech and innovation centers in the country and its community and alumni have raised over 2 Billion dollars in capital and created over 2,500 jobs in the Charlotte Region. Dan also co-founded the QueenCity Fintech program which is one of the top Fintech Accelerators in the World and has over 70 alumni companies with over $35M in raised capital.

Mr. Watson has over 40 years of experience within the hospitality and lodging industry and has been directly involved in more than 50 hotels as a managing partner and advisor in the development, ownership, and operation of branded hotels primarily with Marriott. He has worked with numerous investors both public and private. Currently, the company sold two hotels in August.

Dan Woodley is a Managing Director in Cushman & Wakefield’s Charlotte office and focuses on providing real estate consulting, brokerage services, and lease negotiation strategies for corporate office space users.

Dan works with a variety of office space users, including legal, technology and professional service firms, to navigate the real estate landscape in Charlotte and across the United States.

A former college baseball player, Dan’s clients appreciate the competitive edge he brings to each transaction and cite his honesty, process-driven negotiation skills and solution-oriented approach.