A full lifecycle narrative of roll-ups and/or recaps with legacy outcomes

Michael joined Johnson Investment Counsel in 2015. He is a Senior Portfolio Manager and Shareholder of the firm. Before joining the firm, he received a Bachelor’s degree in both Accounting and Finance from Wright State University. He holds the Chartered Financial Analyst® (CFA®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is a member of the CFA Society of Columbus.

Anthony is responsible for the management of MelCap’s investment banking engagements. In his role, Anthony manages the firm’s clients, deal processes, buyers and investors, and investment banking staff. Anthony also manages and supports the development of the firm’s offering memorandums, financial analysis and models, industry research, and proposals.