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.
President & CEO
Park Place Technologies
BNY Mellon Wealth Management
Ronald has overall leadership responsibility for the region’s investment management, trust administration, business development and private banking businesses. He has more than 35 years of experience in the wealth management industry. Prior to joining the firm, he was with Key Bank National Association, where he was most recently the national sales manager for the firm’s wealth management division.
Jill is a Business Development expert. She has enjoyed a record-breaking sales and sales leadership career for more than 25 years. She has worked with numerous business owners and C-level executives, initiating and directing the organic and acquisition marketing process. She is adept at consultative selling, strategic alliance development, turn-around projects, and company start-ups. She has recruited sales professionals, built top-producing sales teams, helped organizations pioneer new areas for revenue generation, trained hundreds of sales professionals on her branded sales methodology, and developed programs for organizations to exceed their organic/acquisition growth goals.
Dr. Marcia J. Ballinger
Lorain County Community College
Marcia Ballinger, Ph.D., has more than 25 years in community college leadership roles that have advanced student success, workforce and economic development, strategic planning and institutional advancement. She was named the fifth president of Lorain County Community College in 2016, and in 2018, the college received the American Association for Community Colleges’ AACC Award of Excellence in Student Success.
She has also provided leadership for the college’s economic development initiatives, and through her vision, LCCC became the first community college in Ohio to offer an applied bachelor’s degree program in MEMS in 2018.
First National Bank
Jeff is the Regional Market Executive and President – Cleveland Region with First National Bank. In this role, Jeff lead’s FNB’s cross functional business model in the Cleveland market, with direct responsibility for regional Corporate Banking efforts and business development opportunities.Prior to joining First National Bank, Jeff spent 30 years in the financial services industry, most recently as Executive Vice President and Chief Operating Officer for First Federal Lakewood and also in various commercial banking leadership roles for large regional banks.A native of the Cleveland area, he earned his bachelor’s degree in Finance from Miami University in Oxford, Ohio. Bechtel is also actively engaged in the local community as Chairman and President of the Cuyahoga County Community Improvement Corporation and as a board member for Downtown Cleveland Alliance and Achievement Centers for Children.
Provariant Equity Partners
Cathy is president of JumpStart, where she works across all areas of the organization to help achieve the organization’s core mission. Alongside the CEO and other senior leaders, she helps to manage JumpStart’s relationships with collaborators, funders and other community partners. She previously served as JumpStart’s COO and chief relationship officer before becoming president. To JumpStart, she brought 20 years of experience in consumer and business marketing and business management.
Partner & Vice-Chair, Business Department
Ulmer & Berne LLP
David routinely advises clients in M&A transactions with a focus on buy-side transactions. As a partner with Ulmer & Berne LLP, David coordinates his transaction and finance background and his partners’ strengths in tax, ERISA, real estate, and other key areas with the clients’ accountants and other professionals to deliver results to his clients.
Managing Director, Wealth Management
Morgan Stanley Private Wealth Management
Bart oversees all aspects of The Bucci Group at Morgan Stanley Private Wealth Management; focusing on investment strategies and complex estate planning strategies for uniquely successful families. He has over 25 years of wealth management experience specializing in pre-liquidity planning and post-deal wealth management issues.
The Bucci Group is the only Private Wealth Management team for Morgan Stanley in the state of Ohio. PWM is a boutique group of 250 teams within Morgan Stanley dedicated to working with ultra-high net worth clients.
Bob leads Campana Capital, a private equity, venture capital and real estate development firm. Bob previously served as president of P.C. Campana, master provider for the steel and foundry industries in North America. He is active in the community and serves on the boards of numerous for-profit and nonprofit organizations, including Northwest Bancshares.
Fifth Third Bank
Joe is regional president of Fifth Third Bank (Northeast Ohio) where he is responsible for the growth and strategic alignment of the Commercial, Wealth & Asset Management and Consumer businesses.
He joined Fifth Third in 2017 and he has more than 25 years of financial services experience.
Citizens Capital Markets
David co-founded Western Reserve Partners in 2004, which was acquired by Citizens in 2017, and has more than 25 years of experience advising middle market companies in mergers and acquisitions and capital raising across a wide range of industries. Prior to co-founding Western Reserve Partners, he was a Managing Director at KeyBanc Capital Markets and Manager of Consumer Investment Banking at McDonald Investments. David started his career at Ernst & Young, where he provided financial consulting and audit services to middle market companies.
Umberto P. Fedeli
President & CEO
The Fedeli Group
Umberto is an active investor and entrepreneur. His firm, The Fedeli Group, is one of Ohio’s largest privately held risk management and insurance firms, specializing in property and casualty, employee benefits consulting, workers’ compensation, environmental risk management and surety. Umberto sits on numerous private company boards, is a managing member of Strategic Value Bank Partners LP, and has previously held positions on the boards of many other public and private entities. He is a member of the board of directors of the Cleveland Clinic Foundation and serves as chairman of the Government and Community Relations Board.
Market President, Northern Ohio Region
Jim is the Market President of SunTrust in Northern Ohio His primary responsibilities include developing Commercial & Private Wealth teams to serve the middle-market segment. A native of Northeast Ohio, Jim has served in sales and executive leadership roles throughout the majority of his 30+ year career in financial services.
BDO USA LLP
Mark previously served as the co-founder and senior managing director of SS&G, which joined BDO in January 2015. He has more than 40 years of experience serving both business and individual clients, advising and assisting them with their financial and operational endeavors. Since 2012, Mark has served on the board of directors of the Charles Schwab Corp., and is currently the chair of the audit committee.
Alliance Solutions Group
Aaron is the co-founder and CEO of Alliance Solutions Group, a full-service staffing and recruitment firm providing highly specialized offerings within niche industries or specific career disciplines. Established in 2001 and headquartered in Cleveland, Alliance Solutions Group matches talent with opportunity, engaging in thousands of successful placements annually. Aaron received the Ernst & Young Entrepreneur Of The Year® 2015 Award in the Services Category.
President & CEO
Market President Northeast Ohio
Steve is executive vice president, market president, for the Northeast Ohio region of S&T Bank. With over 30 years of experience in banking and finance, he played an integral role in the opening of the S&T loan production office (LPO) in Fairlawn in 2012 and the Independence LPO in 2018. He will continue to support the momentous growth into Northeast Ohio through the opening of the Cuyahoga Falls branch this year.
Chief Investment Officer
River SaaS Capital
Wendy joined River SaaS Capital, part of TruWest, the Kennedy Family companies in 2016. Wendy leads River SaaS Capital’s lending activities, helping SaaS businesses fund their growth plans with non-dilutive capital and managing the company’s portfolio of loans. She has more than 25 years of experience in finance, venture capital and strategic planning at both large corporations and entrepreneurial ventures.
Ansir is a well-respected entrepreneur, business leader and an embodiment of the American dream. The first person in his family to leave Pakistan for higher education, as a student he quickly landed a job working at a gyro shop. From there, it was patently obvious to him that he needed to own his own business. Upon graduating with marketing and MIS degrees from Cleveland State University, Ansir went to work for Pepsi. Today, he is the founder and CEO of PWC.
Tucker Ellis LLP
Jayne serves as co-chair of the Corporate Governance practice group and chair of the Private Equity practice group at Tucker Ellis and as vice chair of the American Bar Association’s Corporate Governance Committee. She is a trusted adviser to investors, boards, and management on corporate transactions, regulatory compliance and fiduciary duties. She counsels public and high-growth private companies, private equity funds and venture capital funds through all stages of their life cycles and has been a key adviser on domestic and cross border deals.
The Riverside Company
Together with Béla Szigethy, Stewart Kohl oversees all aspects of Riverside’s activities. He has more than 30 years of private equity investing experience. Prior to Riverside, he was a Vice President at Citicorp Venture Capital, the private equity arm of Citibank. In addition to his work with Riverside, he serves on the following boards of trustees: Oberlin College (Honorary), the Museum of Contemporary Art Cleveland and the Cleveland Clinic. Mr. Kohl holds a BA from Oberlin College.
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.
President & CEO
Brett is president and CEO of Everstream Solutions LLC, a super-regional network service provider. He has extensive experience in telecom, operations management and business development. In 2018, he facilitated the sale of Everstream to AMP Capital, a global investment manager. Previously, he tripled the company’s size through two acquisitions and oversaw a $100 million expansion of its legacy network.
President & COO
Teresa is the President and COO of Channel Products, a privately held, Cleveland-based manufacturer with operations in the U.S., Europe, and China. Ms. Hack also serves on the Visiting Committee of Cleveland State University's Monte Ahuja College of Business and she chairs their Community Engagement Sub-Committee.
Her recent honors include recognition of Channel Products as a “2017 Smart Culture” award recipient, a ”2017 Distinguished Employer of the Year,” award from the Ohio Cooperative Education Association, “2018 E&Y Entrepreneur of the Year” finalist, “2018 Crain’s Cleveland Women of Note in Manufacturing”, and recognition as a Smart Business Magazine "2018 Progressive Entrepreneur" honoree. She is a frequent speaker on issues of leadership, building a strong culture, and personal development.
President & Managing Partner
Kirtland Capital Partners
Tom joined Kirtland Capital Partners in 1995. Kirtland is a relationship-oriented private equity firm that has been successfully investing in lower middle market companies for 40 years. Kirtland is focused on making majority and minority investments in established, profitable and growing lower middle market companies. Tom is involved in all aspects of Kirtland’s business, including fund raising, deal sourcing, acquiring and divesting portfolio companies and portfolio management. Prior to joining Kirtland, Tom was a corporate attorney with Jones Day.
Regional President Northeast Ohio
Jamie joined Chemical Bank in May of 2013 and has successfully built, grown and managed the Northeast Ohio Region. Jamie is responsible for leadership, growth, strategic alignment and profitability of the bank and its businesses including commercial banking, treasury management, private banking/wealth management, mortgage banking and retail banking. Jamie’s 27 years of experience includes commercial banking, investment banking and consulting. In the financial services industry, Jamie successfully built, grew, led and managed six profitable businesses totaling growth of $2.6 billion in assets.
Anthony (Tony) is the Founder and Chairman of Signet LLC, a global investment firm. Tony has created collaborative partnerships for Signet, which now owns over 25 companies (10 of which have been startups) in the manufacturing, technology and service arenas; and has also developed over $5 billion in real estate projects (mainly in healthcare and institutional student housing).
Stephen has a 35-year career in founding, investing in and building information technology companies. He is recognized for his leadership in data mining, analytics and business intelligence. Stephen was Founder, lead investor and served as Chairman and Chief Executive Officer of Explorys. Formed in partnership with Cleveland Clinic, Explorys addresses the national imperative to leverage electronic medical records for the improvement of Healthcare. Explorys was acquired by IBM in April 2015. Prior to Explorys he was founder, Chairman and CEO of Everstream, which was sold to Concurrent in 2005. In 1983, Stephen founded McHale and Associates, Inc., a USConnect regional office. Stephen is the Managing Director of 23Bell, an Invention Capital firm and an Advisory Board Member to Genesis Inventions. Stephen serves on the board of the nonprofit Center for Families and Children and serves on the investment screening committee for the North Coast Angel Fund and is a member of The Global Center for Health Innovation Industry Advisory Board. He is also an active member of the Entrepreneurs Organization and Chairman of RxRevu Inc. Most recent board positions include Unify Project, Jumpstart, Cleveland Museum of Natural History, Cleveland Orchestra and Cleveland Clinic Board of Trustees.
Shareholder, Transaction Advisory Services
Clark Schaefer Hackett
Scott is a trusted adviser to clients planning to buy or sell a business across a wide variety of industries. He has led teams that have contributed to well over 100 successful transactions. Scott is skilled in guiding private equity and corporate clients on acquisition and divestiture activity, including due diligence, integration planning and implementation, transaction structuring, valuation, and divestiture planning and preparation.
Private Wealth Advisor
UBS Financial Services Inc.
Bill Murphy has built a practice of highly accomplished advisors and investment specialists whose knowledge, integrity and accountability is focused on providing an elite client experience. Bill has been a Forbes Best-in-State Advisor for 2018 and 2019. With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill delivers investment guidance and financial education to multigenerational families, entrepreneurs, C-suite executives and select organizations.
Ohio Region President
Kevin has a long-standing and successful career in banking, currently serving as Northwest Bank’s Ohio Region president. He leverages his knowledge and expertise to direct all of Northwest’s business development efforts in Ohio to meet the commercial, small business and personal finance needs of the bank’s customers.
Bill is vice president of growth for Nottingham Spirk, leading both the business development and marketing initiatives. As a member of the Nottingham Spirk (NS) Leadership Team, he is focused on future growth and sustainability for the firm. He also helps establish NS equity venture companies and serves as an adviser.
Chairman & CEO
Jon was hired by Westfield Insurance, a top 50 US property casualty insurer, to build Westfield Bank from the ground up where he has been CEO since 2000. Westfield Bank has grown to $1.6 billion in assets and originates $500 million in business and home loans annually. Jon has extensive finance and board governance experience having served as an active director of 8 financial service businesses and 7 non-profit organizations. Jon delivers economic trend and forecast presentations to numerous customer and community groups.
First Federal Lakewood
Kohrman Jackson & Krantz LLP (KJK)
As KJK’s Managing Partner, Jon leads the firm’s experienced team of attorneys and staff in serving a wide array of clients including privately held businesses, entrepreneurs, non-profit organizations and high net-worth families. He also has comprehensive experience in real estate development, construction and property management. Jon authored the winning bid to ultimately host the 2016 Republican National Convention and served on the Host Committee.
Squire Ridge Company
Steven is President of Squire Ridge Company, a private equity firm with committed capital that acquires lower middle market companies for long-term ownership. Mr. Ross serves as a board member on a number of privately held businesses including Louver Shop, EnviroScience, Allegheny Performance Plastics, and Proformex, Inc. Steve is Co-Chair of the Advisory Council for the Alliance of Merger and Acquisition Advisors Northeast Ohio chapter and is a member of the Cleveland Chapter of the Association for Corporate Growth (ACG).
R. Louis Schneeberger
Professional board member and mergers & acquisition consultant
Sr. VP - Private Equity Services
Jeff coordinates the analysis of a target company’s exposure to risk in the areas of commercial insurance, employee benefits, retirement plans and life insurance strategies. The group delivers a comprehensive review and understanding of the entire risk profile of the target company; including the insured and uninsured exposures faced by an entity. The group also projects pro-forma costs for the target to allow for reliable financial modeling post close.
Sanjay is the President of Roll-Kraft, headquartered in Mentor, OH. Roll-Kraft is an innovative supplier of tube and pipe tooling and roll forming tooling used by manufacturers around the world to produce thousands of products. At Roll-Kraft, Mr. Singh directs and leads the company’s efforts to excel in operational efficiencies and accelerate market penetration. He has most recently sharpened the company’s continuous improvement focus to meet the company’s goals of 100% on-time delivery and first-time performance. Mr. Singh also leads the company’s private investment initiatives in lower middle market companies located in northeast Ohio. Mr. Singh has held various financial executive leadership roles in Fortune 1000, privately held and private equity backed portfolio companies across various industries, including consumer products, manufacturing and service. Mr. Singh is deeply committed to the economic growth of NEO and serves on the Board of Directors of MAGNET, EDGE and Mace Security International, the well-known manufacturer of mace pepper spray.
John R. Sinnenberg
John is the chairman and co-founder of Cyprium Partners, a private equity firm that primarily makes “sponsorless” non-controlling mezzanine and equity investments in privately owned lower middle-market companies. Cyprium is currently investing out of Fund IV, a 2014 vintage fund with $460 million in committed capital. John founded Key Principal Partners, a predecessor group in 1998 simultaneously establishing Cyprium Investors.
Senior Partner (Assurance)
Greg is the chairman and one of the founders of Skoda Minotti. He specializes in helping clients grow and develop their businesses. Greg actively works with clients in developing and implementing strategic plans, providing creative business and personal tax planning, assisting with mergers, acquisitions and dispositions, succession, estate planning, and wealth accumulation strategies.
Coastal Pet Products
ASW Global LLC
André acquired ASW Global LLC, in January of 2007 after ASW merged with the Cleveland-based company GPI Procurement Services. As CEO, André sets the direction of the company and directs operational aspects so that they follow the strategic plans and policies of the organization. He has more than 20 years experience in entrepreneurial ventures. As one of the principals in Apple Partners, he led a highly successful restaurant management group that was sold to Applebee’s International.
Barnes Wendling CPAs
Floyd is a tax director in the transaction advisory service area. He has been involved in over 335 transactions, including mergers and acquisitions, recapitalizations, redemptions, leveraged buyouts, ESOPs, and other structuring formats. His industry focus includes working with manufacturers, distributors, financial service companies, high-tech and software companies, and with private equity/investment companies.
Floyd has extensive experience working with family offices and high net worth individuals and is the lead client service director in this area.
Pete Van Euwen
Pete focuses his practice on mergers and acquisitions, financing and securities matters. He has extensive experience advising public and private companies in all aspects of acquisition, divestment and strategic investment transactions. Deeply ingrained in his clients’ businesses, Pete efficiently represents the interests of his clients during these transactions. Pete’s financing experience includes advising clients on a variety of equity and debt financing transactions.
Weinberg Capital Corp.
Chip is responsible for the firm’s operations and is actively involved in working with the management of portfolio companies, frequently acting as the liaison between the board and management. He works closely with management to pursue new business opportunities and to set strategic direction and financial goals. Prior to joining Weinberg Captial Group, Chip was president of New Channel Direct, a full-service mailing and marketing company based in Brunswick.
RSM US LLP
Tom is a partner, audit services, at RSM US LLP. He is a leader of the manufacturing, wholesale and distribution group in Ohio and of the Cleveland private equity practice. He has more than 30 years of experience as an accountant and business advisor, advising clients in industries such as manufacturing and retail/distribution and consults with them on a variety of topics, including financial reporting, strategic planning and estate planning.
Roetzel & Andress LPA
David's practice is primarily focused in the area of estate planning law, with an emphasis on business succession and asset protection planning. Mr. Woodburn represents professionals and closely held business owners and counsels them in developing plans designed to reduce estate tax exposure and maximize wealth preservation for desired heirs. He works to make sure each client’s plan is personalized to reflect his or her personal goals. Mr. Woodburn also deals with many facets of probate litigation and inheritance controversies, including will contests, trust challenges, undue influence, and fiduciary duty questions. He routinely handles trust and estate administrations and assists individuals in modifying and reforming irrevocable trusts that no longer comport with the individuals’ desired goals. A large portion of Mr. Woodburn’s practice centers on real estate transactions and advising individual homeowners and businesses entering into sales agreements and dealing with residential and commercial issues such as easements, property restrictions and related disputes. Mr. Woodburn is a frequent speaker on Estate Planning issues on behalf of various local charities and financial institutions, and also serves as an editor for Properties Magazine.
Alan M. Zang
With over 35 years in banking, Alan has worked in and managed units in commercial banking, asset-based lending, leasing, international and consumer finance in Northeast Ohio and in other geographies. He has extensive experience in a variety of industries helping companies with innovative solutions to their financing needs. Alan has planned and managed dramatic expansion of new business that broadened geographic reach and increased deliverable product sets.