President & CEO
Smart Business Network
Fred co-founded Smart Business Network in 1989 with a single publication in Cleveland, Ohio. In the years since, he has built the company into a leading multimedia and content marketing business providing print and digital marketing services to a national client base.
MATH Venture Partners
An early employee of Apple and Head of Innovation at Redbox, Mark Achler has been creating and investing in tech startups since 1986. Today, he is a founding partner of MATH Venture Partners, a technology venture capital fund, and an adjunct professor at the Northwestern Kellogg School of Management.
Director, Corporate Banking
First Midwest Bank
Joe Angel leads First Midwest Bank's Cash Flow and Asset-Based Lending units. Joe is responsible for building origination, underwriting and portfolio management teams across both lines of business, as well as developing new growth channels for the bank. Joe’s career includes experience in bank and non-bank environments, with roles including business development, credit and capital markets activities.
Managing Director, Business Restructuring Services
Robert is a Managing Director in BDO's Business Restructuring & Turnaround Services practice. His focus is on middle-market companies, both distressed and healthy, seeking financial financial and operational improvement through interim financial leadership and re-organization. Robert is a seasoned restructuring professional, with significant experience in the manufacturing, distributing, hotels/ hospitality and entertainment industries.
Chartwell Financial Advisors
Will leads Chartwell’s Chicago office. He is an investment banker for the firm’s corporate finance practice and heads the firm’s capital markets team. Will has worked on both mergers and acquisitions as well as capital markets transactions within a variety of industries while executing high-profile ESOP buyouts, terminations, and restructurings.
Prior to Chartwell, Will was an investment banker with Bank of America Merrill Lynch’s Transaction Development Group, where he focused on executing sell-side, buy-side, and ESOP transactions for middle-market clients between $200 million and $2 billion in enterprise value.
Prairie Capital Advisors
Terry joined Prairie Capital Advisors in 2012 and is a shareholder in the firm. He focuses on mergers and acquisitions (M&A) and capital advisory engagements. In this role, Terry assists middle-market business owners in understanding and assessing their strategic business alternatives and then developing and executing transaction solutions to meet the owner’s objectives. He works with family, management-owned and private equity-owned businesses and helps these clients address their growth and ownership transition issues, including executing recapitalizations, M&A, company sales and ESOPs.
Terry frequently speaks on and writes about M&A and financing topics. He also authors Prairie’s quarterly M&A and financing topics newsletter, the Prairie Middle Market Perspective. Terry was announced as a 2017 Thought Leader of the Year Finalist by the Alliance of Merger & Acquisition Advisors (AM&AA).
BCD Technology Holdings, LLC
After 20 years selling in the IT server space, I opened Burgess Computer Decisions (BCD) in November 1999 as an IT reseller building high-availability servers for large corporations and morphed into the video surveillance infrastructure space in 2008. BCD now has over 170,000 systems recording video in 91 countries - from multinational Armed Forces to Zoos and everywhere in between.
Steve’s role is Resident Sales Director for Aon's Chicago office, overseeing growth responsibilities across Commercial Risk, Health, Human Capital and Retirement Solutions. In this role, Steve works closely with all distribution channels to execute on Aon’s growth agenda and deliver valuable results to clients and prospects. Steve is also a core part of the Chicago Leadership Team, working closely to support all office, colleague and client goals and overall P&L management. This role aligns well with his passion in helping people and clients succeed with their goals. Steve spends time actively in the market with clients and colleagues, supporting the relationships with clients to ensure Aon is delivering on all partnership engagements and bringing the best of Aon.
Executive Vice President & Market Head
Paul is executive vice president and market head of Wintrust Commercial Banking, where he is responsible for leading and coordinating middle-market banking across all of the Wintrust banks. He has spent his entire career serving middle-market organizations in the Greater Chicago area. Before joining Wintrust in 2010, he spent more than 25 years with JPMorgan Chase and its predecessor banks, American National and Bank One.
Cendrowski Corporate Advisors
Harry is a founding member of Cendrowski Corporate Advisors and a licensed CPA in Michigan, Illinois and Florida. He is a veteran of the private equity and venture capital industries as an investor, founder and advisor to several funds. He has served as an expert witness in numerous disputes, as court-appointed receiver for multimillion dollar estates and as the accountant to the trustee in high-profile bankruptcy cases.
Tracy Britt Cool
Tracy Britt Cool is Co-Founder of Kanbrick, a long-term investment partnership focused on acquiring and building great companies.
Tracy worked at Berkshire Hathaway from 2009-2020. She spent five years at Berkshire headquarters in Omaha as the Financial Assistant to the Chairman, and five years as Chief Executive Officer of Pampered Chef, a Berkshire Hathaway subsidiary based in Chicago.
Additionally, she served on the boards of several Berkshire Hathaway companies including Kraft Heinz, Benjamin Moore, Oriental Trading Company, Larson Juhl, and Johns Manville. Tracy continues to serve on the board of EverArc Holdings.
Co-Founder & Partner
Michael R. Gatewood
Chicago WM & Midwest PWM Market Head
Michael is responsible for leading Chicago Wealth Management and Midwest Private Management as the Market Head. In this capacity, he brings together the firm's best in class resources, talent and capabilities to create and sustain success for our clients in the Americas. Combining the client focus of a boutique firm with the footprint, strength and expertise of the world's only truly global wealth manager, UBS is committed to being the office of choice for high net worth and ultra-high net worth clients and the financial advisors who serve them.
With more than 21 years in the wealth management business, Michael brings a wide breadth and depth of experience having served in a multitude of capacities including Complex Director, Branch Manager, Regional Sales Manager and member of the Equity Advisory Group.
Michael has served as the co-head of the firm's Leadership Advisory Council and leads the Veteran Network in the Midwest. Michael has also been recognized by On Wall Street as one of the top 10 Branch Managers.
General Management Group
Sam Hathi is a Managing Partner at General Management Group, a boutique private equity firm specializing in distressed asset investment and revitalization in up-and-coming markets. With more than 10 years of experience in distressed acquisitions and operational restructuring, he has successfully completed dozens of transactions across a multitude of industries.
Founder & CEO
Natural Fiber Welding
Cornerstone Foodservice Group
Business Performance Advisor
Bryce is a Business Performance Advisor at Insperity – a comprehensive HR solutions company based outside of Houston, TX – and partners with companies ranging from the early-stage startup segment with few employees to the middle market segment with several thousand employees. The bulk of his practice consists of companies and investors in the healthcare, technology, financial and manufacturing industries. Bryce sits on the Board of Directors for CreatiVets, is an Advisory Board Member for Nashville Capital Network, and is on the Steering Committee for The CFO Leadership Council.
The Solomon Group LLC
Robert Johnson is the Managing Partner of the Solomon Group, a social enterprise management consulting company and the co-founder of The Collective, a social impact business incubator that raises capital for social enterprises.
Svoboda Capital Partners LLC
Will joined Svoboda Capital Partners (“SC”) in April 2018 and is responsible for investment evaluation, transaction execution, and portfolio management. Prior to joining SC, Will spent two years as an analyst in the Investment Banking Division of BMO Capital Markets (“BMO”) in Chicago. During his tenure at BMO, Will advised clients in the consumer sector on a variety of transactions including mergers & acquisitions, as well as debt and equity financings.
Managing Director, Commercial Banking
BMO Harris Bank
Stephanie is a managing director in BMO Harris Bank’s middle-market banking group in Chicago, bringing more than 20 years’ experience and management in corporate banking. She leads a local team of commercial banking experts with focus on building relationships with middle-market companies by providing financial solutions to increase enterprise value, fund business growth, manage cash flow and optimize working capital.
Co-Founder & General Partner
Lee M. Koury
Smart Business Network Inc.
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.
As Thunderbird President, Phil has a wide range of crucial responsibilities. He directs operations at all of the Thunderbird holdings, and he flourishes in his role thanks to a deep experience and demonstrative success as top manager at many manufacturing organizations over the course of his career.
Phil oversees mergers and acquisitions, post-merger integration, growth strategy, manufacturing turnarounds, business performance improvement, and organization effectiveness at Thunderbird. He has a vast technical and managerial background in both union and non-union environments. He is an effective leader able to coordinate the efforts of individuals from diverse operational areas to maximize customer value while minimizing waste.
Before joining Thunderbird in 2010, Phil was director of operations at Accellent, a provider of comprehensive supply chain solutions to the medical device industry.
Chief Experience Officer
Michelle Moreno is an investment banker and has worked with companies across diverse industries. With a focus on entrepreneurial endeavors, Michelle advises companies on marrying finance with strategy to optimize outcomes. Within VentureDNA and through its augmented network of investors, Michelle actively identifies the right capital fit in equity and debt financings with Family Offices, Institutional Equity and Debt Investors, and Strategic Corporate Investors.
Founder & Senior Managing Director
MERK Capital Corporation
Senior Vice President - Middle Market Banking
Old Second Bank
Ashish is the co-founder and CEO of Dina (formerly known as Prepared Health) - a health engagement company making it easier for people to stay healthy at home by organizing and simplifying access to a large, growing ecosystem of home- and community-based providers. The comprehensive network is enabling consumers, health plans and ACOs to explore, learn and engage with the rapidly growing number of services that keep people happy and healthy in their homes.
Previously, Ashish served in several Technology Executive roles at Medicity from 2006-2014 - i.e., Chief Technology Officer (CTO), SVP of Product Management/Marketing, and Chief Architect. Under his leadership, the company outlined a market-leading product roadmap, influenced fast changing government regulations, and delivered on a progressive technical vision.
The Desire Company
Eric Sheinkop is an entrepreneur, acclaimed author, and tech innovator. As CEO of The Desire Company, Sheinkop is continuing his trend of creating disruptive tech-based solutions for antiquated industries ripe for change. Accolades include Billboard "30 Under 30” and Crain’s “Tech 50”. Awards include Cannes Lions, LIA’s and an Emmy. Sheinkop represented Entrepreneurs Building Companies that Unite the World when he ran with the Olympic Torch at the 2014 Sochi Olympics.
Co-founder & CEO
Ryan Shelton is CEO and founder of PhotoniCare, a medical device company that has developed a handheld imaging platform that uses light to see through tissue. He has led the company as CEO since its inception, raising over $14M in dilutive and non-dilutive funding to advance the company’s objectives. He is passionate about PhotoniCare’s current efforts improving the management of chronic middle ear infections because of the frustrations he’s faced as a parent of his own children dealing with chronic infections and hearing loss.
Levenfeld Pearlstein, LLC
Kevin Slaughter is a partner in the Corporate Practice Group. He focuses on representing clients in complex commercial transactions, including mergers and acquisitions, financing agreements, joint ventures, private offerings, supply/service agreements, distribution agreements, development and licensing agreements, and manufacturing agreements. Kevin has particular experience representing Fortune 500 companies in middle market transactions. Additionally, Kevin is a go-to attorney for clients in the cannabis industry, advising them on a range of issues including license applications, corporate governance and funding. He also assists cannabis clients with organizational structure, real estate matters, branding and licensing agreements and supply agreements. Clients appreciate Kevin’s practical advice, his effective communication skills, and his knack for problemsolving. Relying on his extensive experience and strong interpersonal skills, Kevin has achieved exceptional results for his clients. Above all, he listens to his clients to understand their needs, goals, and objectives. Kevin earns their trust and confidence by employing an analytical yet pragmatic approach that is centered around accomplishing the business objectives of his clients in a responsive, efficient, and effective manner.
Former Owner, President & CEO
Stuart is past president and CEO of Affy Tapple LLC. He transformed the business into the largest wholesale caramel apple company in the U.S. and one of the largest food vendors in the Direct Response Television segment, and led the creation of an e-commerce storefront. He positioned the company for its sale in 2018.
Business Development Director
Ice Miller LLP
Kim helps businesses with their legal issues, by matching attorney skill sets with the needs of their specific company. She is also a founding board member of 2 peer groups called; Council for Counsel and CFOrward. She is always willing to assist in any way & enjoy giving a helping hand to her network.
Mark A. Thomson
Mark provides financial and business advisory services for a variety of industries, including manufacturers, distributors and service organizations. He provides guidance on audits, reviews and compilations, strategic management, income tax planning, litigation support and business advisory issues. He also has extensive experience with buy/sell situations and has helped clients plan for, and complete, their sales transactions.
Managing Director, Investments; Regional Executive
Alex. Brown A Division of Raymond James
Roger manages the Chicago office of Alex. Brown and has over 20 years of experience working with families of significant wealth. As a Wealth Management Specialist, he focuses on the needs specific to business owners going through a liquidity event. Strengths include presale planning, assembling your professional team, asset protection, investment management, family office services, philanthropy and building your legacy.
Justin M. Weber
Investment Officer & Corporate Development Officer
Michael R. Wilson
Locke Lord LLP
Michael represents private equity funds (including SBIC funds), banks, companies and entrepreneurs in M&A, debt finance and venture capital transactions in a wide variety of industries. He has substantial experience with technology, health care, energy, and food and beverage transactions. He also serves as an officer on the Executives’ Club of Chicago Leadership Circle Advisory Board.
Managing Partner & COO
Sherman Wright is the co-founder and managing partner of TEN35, a creative company specializing in transforming brands through culture. An entrepreneur whose work and thought leadership has created award-winning campaigns for global brands including Pepsi, Nike, Disney, Microsoft, Facebook, Polaris, JP Morgan Chase and Stellantis. Sherman's accomplishments have been recognized by The New York Times, Inc., Advertising Age, and Adweek.