A.J. Byrd

Managing Director
TVV Capital

Mr. Byrd joined TVV in 2009. He is responsible for legal, financial, and operational analysis of potential acquisitions and portfolio companies. Mr. Byrd received his B.S. and M.Eng. degrees from Cornell University in 2002 and 2003, respectively, and his J.D. from Vanderbilt University in 2009.

John Cerasuolo

President
ADS Security LP

John is the President of ADS Security. He graduated from the U.S. Naval Academy in 1983 with a BS degree in economics and political science. He earned an MBA degree from Clemson University. Upon graduation from the Naval Academy John joined the Navy Nuclear Power Program and was a senior officer in the Engineering Department of the nuclear-powered cruiser USS Virginia. John was then Vice President at Alcoa Fujikura Ltd, a telecommunications company, until 2008 when he joined ADS Security.
John is board chairman of the Beacon Center of Tennessee and serves on the Advisory Council for the Atlas Network.

Stuart Clark

CEO
Premise Health

Stu Clark has served as CEO of Premise Health since its inception in 2014. He has held executive roles in the direct healthcare industry for more than 20 years, including serving as the CEO of CHS Health Services, Inc., headquartered in Reston, Va.

Under Stu’s leadership, Premise has focused on clinical quality, national scale and infrastructure, and technology, while working to build a transparent culture anchored in accountability and merit-based career advancement.

Stu is a graduate of the University of Michigan, where he received a BA.

Stephen Cook

Executive Managing Director
LFM Capital

Steve co-founded LFM Capital and brings to the Fund over 23 years of operating experience, having served in a variety of senior executive and functional roles in manufacturing, supply chain, engineering, technology and sales. Prior to founding LFM, Steve was a Principal with TVV Capital (2010-2014), where he directed portfolio value creation efforts of six portfolio investments, with a focus on operating improvements, management recruiting, leadership development training and performance. Steve also was Chief Operating Officer of MFG.com (2009-2010), the world’s largest global online marketplace for the manufacturing industry, and spent 11 years as a Southeastern regional Senior Director with The Dell Corp. (1998-2009). Prior to joining Dell, Steve served as a Lieutenant in the United States Navy (1989-1996), where he flew combat missions in support of Desert Shield. He received a BS in Electrical Engineering from the U.S. Naval Academy, his MS in Electrical Engineering from MIT’s School of Engineering and his MBA from the MIT Sloan School of Management.

David Dill

President & CEO
LifePoint Health

David Dill is president and CEO of LifePoint Health. In this role, he is responsible for the development and oversight of LifePoint’s strategic priorities and organizational growth, advancing the company's mission and strengthening its culture enterprise-wide. He joined LifePoint in 2007 as executive vice president and CFO before serving in his most recent role as president and COO from 2009 to 2018. Under his leadership, the company has expanded its footprint to 89 hospital campuses, with revenue growing from $3 billion in 2009 to more than $8 billion in 2018, and enhanced its focus on quality and patient safety.

Nic Dugger

Owner
TNDV: Television, LLC

13 time Emmy winner Nic Dugger is the owner of TNDV: Television, a Nashville based firm he started in 2004 that specializes in producing televised sporting events, entertainment specials, and corporate-event production. TNDV boasts a fleet of twenty mobile production units, and they are currently the largest provider of television facilities in the Southeast United States. The company produces over 600 projects a year and has been nomination for over 50 Emmy awards. TNDV was selected as the overall small business of the year by the Nashville Business Journal in 2016. Nic is the president of the Mid-South chapter of the National Academy of Television Arts and Science, a 2018 graduate of Leadership Music, one of the Nashville Business Journals 40 under 40, a member of the MTSU Mass Communications Wall of Fame, and the recipient of of the Universities highest honor, The Distinguished Alumnus award.

Joshua Ehrenfeld

Partner
Burr & Forman LLP

Josh is a member of Burr & Forman’s Corporate & Tax Practice Group, focusing on mergers and acquisitions, domestic and international taxation, venture capital, early-stage and start-up companies, private equity, and corporate finance. He advises clients worldwide on a wide-range of domestic and cross-border transactional and business-related issues, including structuring and executing transactions involving foreign direct investment (FDI) into the U.S. and U.S. investment overseas.

Prior to joining Burr, Josh worked in the New York and London offices of Shearman & Sterling and served as the general counsel for an energy company.  He holds a B.A. from the College of William and Mary, a J.D. from the University of Chicago Law School, an MBA from Vanderbilt University’s Graduate School of Management and a LLM in Taxation from the University of Florida College of Law.

Joseph Fahey

National Director Business Succession Planning
PNC Bank

As National Director of Business Succession Planning, Joe leads the effort to serve PNC's Business Owner clients in building a successful bridge from running a business to retirement. Joe facilitates a deep and dynamic discovery process to achieve a mutual understanding of your family, business, and financial goals. He works with you and your advisors to help develop a strategic financial plan utilizing an ongoing process that enables you and your team to understand what’s truly important to you in achieving peace of mind. Joe identifies and prioritizes your objectives with your team and develops tailored solutions to help achieve them. Joe is a leading national expert with experience and desire to help bring about successful outcomes, earning the right to be your trusted advisor. Joe has served as financial advisor exclusively to owners of private-held and family controlled businesses for the past 34 years, including over 25 years at Wells Fargo. He has developed integrated strategic plans for businesses and their shareholders. His main focus is on ownership transition and aligning with the family’s wealth planning objectives. Joe earned his B.S. in Finance from the University of Maryland, and MBA in Finance from George Washington University and his CFA Charter from the CFA Institute. Joe has been a frequent guest speaker at various business transition, investment, estate planning conferences and family business forums. 

David Freeman

Founder
Three Six Venture Capital

Mr. Freeman is the CEO of Three Six Venture Capital. Mr. Freeman is a co-owner of the Nashville Predators served as Chairman and Governor (2007-2010). 36VC maintains positions in several Minor League Baseball clubs and several other industries, including apparel companies, a waste company, an outdoor living company, and a real estate development entity.
Previously, Mr. Freeman founded Commodore Medical Services, which grew into the second largest medical waste company in the United States at the time of its sale to NYSE-based Stericycle (2007), and practiced law as a mergers and acquisitions attorney at major law firms in Dallas and Nashville.

John Fuller

Member
Bass, Berry & Sims, PLC

John Fuller advises clients in complex corporate transactions, including representing private equity and venture funds as well as portfolio companies in M&A transactions, joint ventures, business formation and other strategic investment transactions. His clients range from established public and private companies to emerging start-ups across a range of industries including food & beverage, retail, healthcare, sports, media, and technology. John has counseled clients on more than $1 billion in M&A and VC financing transactions.

L.A. Galyon

Managing Director and Partner
Brentwood Capital Advisors

L.A. Galyon, IV, Managing Director and Partner, advises healthcare service and outsourcing companies on M&A and capital raising transactions. He focuses on the behavioral health care, physician practice management, outpatient and post-acute markets. Past clients include Acadia Healthcare, Advanced Dermatology & Cosmetic Surgery, American Physician Partners, Camellia Home Health & Hospice, Haven Behavioral, Imaging Advantage, Odyssey Behavioral, and Spring & Sprout Dental.

Vic Gatto

Founder & CEO
Jumpstart Foundry

Vic has been an investor in healthcare and technology since 2001.  He has made over 200 investments in early-stage innovation companies in the areas of healthcare services, medical devices, diagnostic tools, technology, and data analytics.   

Vic co-founded Jumpstart Health Investors in 2014.  Designed to be a new type of healthcare investment platform, the firm leverages four complimentary business units to covey and unfair advantage to investors, innovators and industry.  

Before Jumpstart, Vic served as a Partner at two different venture capital firms, focusing his investment activity primarily in healthcare services and technology.  In the 1990s, before switching to the investor side of the table, Vic co-founded and subsequently sold a software company.  

Vic was the seed investor in Change Healthcare.  He helped growth the company from a concept to the multi-billion enterprise it is today.  Vic served on the Board of Directors for seven years. He also joined Change in a full time capacity as President during a critical transition period.  As President, Vic helped the original Founders define the skills needed to lead the company forward. He then recruited a two-person team of Chairman and CEO to leave a large publicly-traded healthcare company to lead the growth of Change Healthcare.  The company is now publicly traded on Nasdaq and valued in excess of $1.5B.

Vic lives in Nashville with his wife and two sons.  He has a MBA from Vanderbilt University and a BA from Amherst College.  

Clare Golla

Managing Director, Head of Endowment and Foundation Advisory Services
AllianceBernstein

Clare Golla is a Director and Principal in the Chicago office of Bernstein and serves nationally as the firm’s Head of Endowment and Foundation Advisory Services. In addition to her direct client relationships, she partners with advisors across the country to provide comprehensive wealth management solutions for foundations, endowments and other tax-exempt entities. Clare is passionate about progressive change and positive outcomes for her clients, AB employees and the broader community, and she shares this as a frequent public speaker and volunteer for numerous organizations. Clare joined Bernstein in 2010 as a financial advisor and was promoted to Principal in 2016. During this time, she also became a member of AB’s global Responsible Investing Committee as well as the firm’s national Philanthropy Services team. Prior to joining the firm, Clare led the national institutional practice for a leading community development financial institution, building its presence in the nonprofit and philanthropic marketplace.

J.R. Greene

CEO
Psychiatric Medical Care

J.R. Greene, FACHE, is the Chief Executive Officer of Psychiatric Medical Care (PMC), a behavioral healthcare management company headquartered in Nashville, TN. In June 2009, J.R. became CEO and transformed the company into one of the key innovators within the behavioral health inpatient and outpatient markets with operations across the United States.

Chris Hight

Member, Assurance Services
KraftCPAs PLLC

Chris Hight is a member (owner) in KraftCPAs. As the member-in-charge of the KraftCPAs Assurance Services Department, he oversees quality control and administration for the assurance services practice area. He is also responsible for building and maintaining client relationships, overseeing the work of engagement teams, reviewing ongoing work, approving final reports and presenting our work to clients’ management teams and boards of directors.

Michael Holley

Member
Bass, Berry & Sims, PLC

Michael Holley concentrates his practice on representing private equity firms, strategic investors and their portfolio companies in the structuring and execution of leveraged buyouts, joint ventures, private offerings, recapitalizations, and mergers and acquisitions. Michael also advises clients on corporate governance, compliance and other general corporate matters. Michael’s experience covers a range of industries including healthcare services, healthcare information technology, manufacturing and technology.

John Ingram

Chairman
Ingram Industries; Ingram Content Group

John R. Ingram was named chairman of the Ingram Industries Inc. Board of Directors in 2008 after serving as vice chairman since 1999. He is also chairman of Ingram Content Group.

He joined Ingram Industries Inc. in 1986 and served as assistant treasurer and president of Tennessee Book Co. He later served as president of Ingram Book Co., vice president of purchasing for Ingram Micro Europe and director of purchasing for Ingram Micro Inc. He served as a member of the Ingram Micro Inc. Board of Directors from 1996 to 2016.

Kip Irle

Senior Vice President, Practice Leader, Private Equity, Mergers & Acquisitions
Hylant

Kip’s areas of expertise include strategic planning and customized consultation for captive
plan evaluation and design. He also directs Hylant’s private equity and mergers &
acquisitions, insurance due diligence, deal facilitation structuring, alternative risk finance
structuring, cash flow analysis, large casualty and loss sensitive program design and placement.

Kip is a featured speaker at many national business conferences including those hosted by
Information Management Network [IMN], Association for Corporate Growth, [ACG], Financial
Executives International [FEI] on timely topics of interest to various businesses especially as
legislation changes occur.

Kip earned his Bachelor of Arts degree in marketing from Northern Illinois University and
earned his master’s degree in business administration from the J.L. Kellogg School of
Management at Northwestern University in Evanston, Illinois.

Dustin S. Klein

Publisher & COO
Smart Business

Dustin is an award-winning business journalist, bestselling author, and the publisher of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.

Anna Kovalkova

Partner
Pharos Capital Group

Anna Kovalkova is a partner at Pharos Capital Group. She is responsible for leading the evaluation, due diligence and execution of investments as well as oversight of portfolio companies. She is a member of the investment committees of Pharos' funds and currently serves on the boards of Beacon Specialized Living, Charter Healthcare Group, Complete Healthcare Partners, Seaside Healthcare, Sona Dermatology and MedSpa, TotalTrax, and Verdi Oncology.

Ken Levitan

Founder & Co-President
Vector Management

As the founder and co-president of Vector Management, Ken Levitan leads one of the most formidable artist, lifestyle and brand management companies in the entertainment business today. Levitan has an active role in the successful careers of the company’s diverse list of artists such as Kid Rock, Alison Krauss, The Struts, Peter Frampton, LOCASH, T Bone Burnett, Prophets of Rage, Cheap Trick, Lynyrd Skynyrd, Emmylou Harris, John Hiatt, Hank Williams Jr. and others.

Levitan is a partner in seven highly acclaimed restaurants in Nashville (Adele’s, Bajo Sexto, The 404 Kitchen/Gertie’s Bar, Pemrose and Emmy Squared/The Gulch and Green Hills) and three in New York (Emily and Emmy Squared). Levitan is also a co-producer of the annual Music City Food & Wine Festival, a unique event that brings together top musicians with today’s culinary stars, held in Nashville each fall.

Levitan, who has received two Grammy® Awards, is an active member of multiple boards both in New York where he grew up and in Nashville where he now resides. He is a member and past Chairman of the Nashville Convention & Visitors Bureau, a trustee on the Country Music Hall of Fame board, is a member of the Nashville Health Board and the Nashville Area Chamber of Commerce. Levitan also sits on the advisory board for Brooklyn Sports & Entertainment.

Wanda Lyle

Managing Director/General Manager
UBS Nashville

Wanda Lyle is the General Manager of the UBS Nashville Business Solutions Center. In her role, she is responsible for overseeing the Business Solution Center's operating model and associated service delivery. She provides leadership and management oversight for the Nashville functions which include Information Technology, Operations, Human Resources, Finance, Legal and Group Risk. Wanda is also the Responsible Executive for UBS Business Solutions US which is the Service Company for UBS US operating entities.

Arnie Malham

Founder & President
BetterBookClub.com

While selling TV airtime at a local affiliate, Arnie Malham created a small side venture to help a few clients market beyond just the TV station. In 1994, that venture ultimately got him fired and quickly became his best and only career option. Without a clue as to how to run a company, Malham repeatedly “got it wrong” when it came to hiring, firing, and everything else related to building a business. Armed with his belief that different is better than good, outliers are fascinating, and mind-set is everything, he persevered.Thanks to hundreds of business books, dozens of patient mentors, and a universe conspiring to help him, Malham stumbled upon a bold, culture-first approach that gave his fledgling company the momentum it needed. cj Advertising grew to become the largest full-service brand-building agency in the country exclusively for law firms. Along the way, Malham also launched a call center named Legal Intake Professionals (LIP) in 2005 that was also strictly focused on serving personal injury law firms. Both businesses were sold to separate buyers in 2017, and Arnie turned all his attention toward a concept that played a huge role in creating the successful culture of growth at both cj and LIP: BetterBookClub.com.Malham lives in Nashville with his wife of more than 20 years. When he’s not ranting about improving work cultures across the country or cheering for his son and daughter at their respective colleges, you’ll likely find Arnie with his dog Katy on his side porch enjoying a decent cigar, an affordable scotch, and an inspiring book (usually all at the same time).

John Mark McDougal

Private Equity Practice Leader – Middle Market
LBMC

John Mark is shareholder-in-charge of LBMC’s Private Equity Middle Market Practice and Audit and Advisory Practice. He serves as the lead shareholder for services provided to Private Equity Groups and their Portfolio Companies and has over 25 years of experience serving clients. He joined LBMC in 2004, was named partner in 2006 and began leading the manufacturing and distribution industry practice in 2007, with a focus on Private Equity-Backed clients. His clients have been involved in both the buy and sell side of acquisitions, and he has served as a business advisor in both capacities.

Beth Minter

Founder
Franklin-Belle Healthcare Executive Recruiting

Beth Minter is founder and chief hustler at Franklin-Belle Healthcare Executive Recruiting. Franklin-Belle works in the health care technology — not medical — space nationwide, with offices in Nashville, Atlanta and Raleigh, with a team of ravenous recruiters.  After working for years in a variety of industries, in 2013, she founded Franklin-Belle. She is also a member of the VC group NueCura, based in Nashville.

Tim Ozgener

President and CEO
OZ Arts Nashville

Tim Ozgener is co-founder, President and CEO of OZ Arts Nashville, a non-profit contemporary multi-arts center just beyond the The Nations. The OZ Arts’ mission is to present and develop compelling works by innovative artists of all genres; in five short years, OZ Arts has established itself as a home for nationally and internationally renowned work, while also serving as an incubator for vibrant, local, artistic voices.

Before launching OZ Arts, Tim spent over 20 years building his family’s previous enterprise, CAO Cigars. Regarded as one of the great success stories in the cigar industry’s history, CAO ultimately reached more than 40 states and 60 countries with Tim as the public face of the brand, driving distribution. The Ozgener family sold CAO in 2007, and the family converted the existing structure into the vital contemporary arts and special events center that stands today.

Tim is a native Nashvillian and a proud son to hard-working Turkish-Armenian immigrant parents. He enjoys leisure time with his lovely wife Arnita and their two young boys, Evan and Aidan.

Amy Peterson

Vice President and Senior Trust Officer
City National Bank

Amy M. Peterson serves City National Bank as a Vice President and Senior Trust Officer. Amy is very active with the Tennessee Kidney Foundation where she serves as Secretary of the Board of Directors. Based in Nashville, Amy has nearly 20 years of trust and wealth management industry experience. Prior to joining City National Bank, Amy worked for SunTrust Bank and Cumberland Trust, both in Nashville.

Pamela (Pam) Pfeffer

Vice President and Corporate Secretary
Treemont Capital Inc.

Pam serves as Vice President and Corporate Secretary of the family’s private equity investment company, Treemont Capital, Inc. Pam and her husband, Phil, have worked together for 20+ years investing in young companies usually with one or both serving on the board of the companies advising and guiding growth.

Dr. Philip M. Pfeffer

President & CEO
Treemont Capital Inc.

Phil is President and CEO of Treemont Capital Inc., a private equity investment company. Prior to his quasi retirement, he served as President and COO of Random House, Inc., the world’s largest English-language book publisher until the sale of the company to Bertelsmann A.G.

Prior to joining Random House, Phil served as Chairman and CEO of the Ingram Distribution Group Inc. in Nashville. Under Phil’s leadership, total revenue profitably grew from $36 million to $12.5 billion. The Ingram Distribution Group companies served more than 170,000 domestic and international accounts from 64 distribution centers.

While at Ingram, Phil served as Executive Vice President, a member of the board, and the Executive Committee of Ingram Industries, Inc. He received his B.A. in Mathematics and Chemistry and his M.A. in Economics from Southern Illinois University. Phil holds an honorary Doctor of Humane Letters from Southern Illinois University. He is Professor of Management-Adjunct and CEO in Residence at Lipscomb University in Nashville. The graduate business school of Lipscomb University is named the Pfeffer Graduate School of Business.

Eric Pitts

Shareholder-M&A
Elliott Davis

As the leader of the Private Equity Practice, Eric is responsible for leading and coordinating the firm’s multiple service lines to provide corporate clients, private equity and mezzanine clients a full range of services to meet their needs. With more than 20 years of experience, Eric also works in and leads the transaction advisory services practice by providing clients with corporate strategy and advising on complex transactions with a focus on the middle market. Eric has spent the past 13 years with Elliott Davis performing buy-side and sell-side financial due diligence for private equity groups, mezzanine funds and corporate clients. Eric also has provided assurance and consulting services to private equity groups and their portfolio companies while with Elliott Davis. Prior to joining Elliott Davis, Eric was with a Big Four firm where he held a managerial position, and then served as Director of Finance at the BI-LO Center for two years.

Bill Prevost

CEO
Paladin Capital Inc.

Bill Prevost is the President & CEO of Paladin Capital, Inc., a 100% Employee Owned ESOP holding company headquartered in Nashville, Tennessee. Bill created the Paladin (formerly Quickway Distribution Services) ESOP in 2004 and made its first acquisition June 30, 2005, when it acquired 100% of the stock of Quickway Express, Inc. Since 2005, Paladin has purchased nine companies, founded two, and distributed over $45 million dollars to its Employee Shareholders while allowing private business owners to sell their companies and leave the company legacy to the faithful employees that helped the owner succeed.

Colin Reed

Chairman & CEO
Ryman Hospitality Properties

Colin Reed is Chairman and Chief Executive Officer of Ryman Hospitality Properties, which owns assets including four upscale, meetings-focused resorts totaling 8,114 rooms under the Gaylord Hotels brand. RHP also owns and operates media and entertainment assets, including the Grand Ole Opry, the Ryman Auditorium, 650 AM WSM, the Opry’s radio home; and Ole Red, a country lifestyle and entertainment brand. Prior to joining RHP, Colin was an executive with gaming company Harrah’s Entertainment Inc., serving as a member of a three-executive Office of the President and before that as Chief Financial Officer.

Mike Ryan

Chief Investment Officer
UBS Global Wealth Management

Mike is Chief Investment Officer Americas for UBS Global Wealth Management. Mike is responsible for bringing together market and investment insights from multiple sources and positioning them so as to optimize impact for UBS clients. As CIO for the Americas, Mike manages over 50 US-based research professionals dedicated exclusively to serving the needs of individual investors. Mike is a member of the WM USA Management Committee, in addition to serving on UBS’s Global Investment Committee and Global CIO Management Committee, which is responsible for formulating the UBS Global Wealth Management Investment House View. With more than 30 years of experience in the financial industry, he is widely recognized as a leading market expert. Mike is a Chartered Financial Analyst® and a member of the CFA Institute (formerly the Association for Investment Management Research), the Fixed Income Analysts Society Inc. (FIASI) and the New York Society of Security Analysts (NYSSA). He holds an MBA in finance from the University of Rochester’s William E. Simon Graduate School of Business Administration, and a BA in political science/economics from the University of Rochester.

Adam Sansiveri

Managing Director
AllianceBernstein

Adam is a Managing Director and Head of the Private Client group of AllianceBernstein in Nashville. He is an entrepreneur, Ironman Triathlete, former opera singer, Broadway producer and currently an impact and venture capital investor. He sits on the board of the Tennessee Performing Art Center, is the former Chairman of The Broadway Dreams Foundation and is on the Digital Media Advisory Board for the Entertainment Commission of Tennessee.

John Savercool

Senior Lobbyist and Managing Director
UBS Americas Inc.

John Savercool serves as Managing Director and Head of the UBS U.S. Office of Public Policy. This office covers all of the primary business units within UBS, including the Investment Bank, Wealth Management and Global AM. In this capacity, John directs the firm’s lobbying, political and policy advocacy efforts at the federal level. He manages a staff of five in Washington in support of this mission.
John is a veteran of Washington of 34 years. He began his career with U.S. Congressman Mike Oxley of Ohio. John then embarked on a 17-year career with Texas Senator Phil Gramm, the former chairman of the Senate Banking Committee. John also served as chief of staff for Texas Senator Kay Bailey Hutchison in 1993.
John left the Senate in 1999 for a career in the private sector. In 2003, he was selected by UBS to become the firm’s first full-time, senior lobbyist to direct the firm’s advocacy activities in Washington. John’s lobbying targets to date have included all major banking and securities issues, regulatory reform in financial services and tax legislation, among others. John also directs the firm’s political action committee and manages the firm’s political relationships in Washington. 
John is a graduate of Frostburg State University (Maryland).

William Seibels

Chief Financial Officer
IVX Health

William Seibels is the Chief Financial Officer of IVX Health, where his responsibilities include finance & accounting, legal, revenue cycle, and operations. He joined IVX Health in January 2018, having previously served as SVP Finance for Change Healthcare (formerly Emdeon). His prior experience includes CFO of a venture-backed healthcare Software as a Service company and SVP Operations for a multi-state, private equity backed home healthcare company. He started his career in investment banking, and holds bachelor’s degrees in English and business administration from The University of Mississippi and a master’s degree in business administration from the Harvard Business School.

Bill Southwick

CEO
QualDerm Partners

Bill Southwick has over 22 years of experience in healthcare including physician practice management, ambulatory surgery centers, assisted living facilities and healthcare IT. Before becoming CEO of QualDerm, Bill was CEO of The Rehab Documentation Company (ReDoc), Sr. VP of Operations for United Surgical Partners, President of United Anesthesia Partners, CEO of HealthMark Partners, President of Surgical Health Partners and Chief Development Officer of Women’s Health Partners. Bill graduated from Rollins College with a BA in Economics and later earned designations as a Chartered Financial Consultant and Chartered Life Underwriter. Bill sits on boards in healthcare IT and healthcare services as well as a non-profit dedicated to supporting military families.

Steve Stang

Partner and National Leader of Healthcare Transaction Advisory Services
Cherry Bekaert LLP

Steve has worked on more than 100 middle-market healthcare transactions advising on financial due diligence; mergers and acquisitions; strategic financial planning; and quality of earnings engagements.
Steve’s industry expertise includes deals for private equity groups, venture capital funds, investment bankers, healthcare REITs, and a diverse group of healthcare providers ranging from $1 million to $400 million in transaction value.

Bill Tyson

Executive Vice President, Capital Markets
Fifth Third Bank

William L. (Bill) serves as executive vice president and co-head of Capital Markets. He is responsible for assisting with the strategic direction of the Capital Markets division as well as driving the Bank’s growth in strategic merger and acquisition advisory services, equity origination and financial sponsors business. He also is responsible for driving the Bank’s capital market non-organic growth strategy.

Bill joined the Bank in 2016 after 18 years with BB&T, where he most recently served as senior managing director and co-head of investment banking for BB&T Capital Markets and a predecessor, Scott & Stringfellow. Before that he was a managing director at Wheat First Butcher Singer. Through his career in investment banking and capital markets, he has completed more than 150 capital financing and M&A advisory assignments.

Education
Bill earned a bachelor’s degree in finance and accounting from the McIntire School of Commerce at the University of Virginia and later graduated from The Executive Program at the Darden Graduate School of Business Administration.

Professional and Civic
Bill serves on multiple boards for the University of Virginia, including serving as past president of the Virginia Athletics Foundation Board of Trustees and of the McIntire School of Commerce Advisory Board. He also is former chairman of the St. Margaret’s School Board of Governors and serves on the finance committee of the Church Schools of the Diocese of Virginia. Bill is a founding member of the RVA 100, a youth philanthropic organization in Richmond, Virginia, that has raised over $300,000 for children in need in Central Virginia.

Bill Watkins

Managing Director
Harris Williams

Bill Watkins is a Managing Director with Harris Williams, a leading global M&A advisory firm. He has completed many financial advisory assignments including mergers and acquisitions and capital raises on behalf of private equity firms and public and private companies in several industries. He currently leads the Business Development efforts for Harris Williams with a core focus on private/family-held businesses.

Tammy Wolcott

CEO & President
LBMC W Squared, LLC

Tammy is a founder of W Squared and a partner with LBMC, which acquired W Squared in 2017. She has served first as president and COO and now CEO, for more than 13 years, building the company and providing guidance to the core infrastructure service offerings, with particular emphasis on finance, accounting, human resources and payroll. W Squared leverages scalable back office systems, people and processes typically in place for large companies in an outsourced model for small to medium-sized businesses.