Our Professionals
EdgePoint's team of entrepreneurial professionals has executed
hundreds of transactions and provided strategic value to numerous small
and middle market companies. Many of our professionals have been
entrepreneurs or in an entrepreneurial environment and have significant experience in both the financial
and emotional side of transactions.
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216-831-2430 Ext 204 |
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Tom works extensively with privately owned, middle market companies
providing financial advisory services on mergers and acquisitions,
capital formation, restructuring, and other corporate finance
matters. He has a proven track record of closing transactions and
solving complex business problems. He has served as the financial
advisor on over $175 million in transaction value for his clients,
which have included KeyCorp, Pfingsten Partners and Earnest Machine
Products, among others.
Prior to founding EdgePoint, Mr. Zucker was a Principal at Hatchbox,
the premiere high-tech business incubator in Ohio. Tom was
responsible for assisting Fortune 500 companies and many
entrepreneurial start-ups, including FedEx Custom Critical and Nine
Sigma, in creating and launching successful businesses utilizing
emerging technologies.
Before joining Hatchbox, Tom was responsible for growing Arthur
Andersen's Venture Services Practice. Tom was responsible for assisting numerous
middle market clients in completing mergers and acquisition transactions, serving
venture capital clients, and in providing consulting and assurance services. During
his tenure at Arthur Andersen, Tom helped take PECO II a high growth company through the IPO process.
Tom also had significant experiences at Ernst & Young
including asset securitizations, venture capital, business process analysis, and
financial and business analysis. In addition, he actively participated in a
family business during his early years in business.
Tom is a former Board member of the International Angel Institute, a past Board
member of The Young Entrepreneurs Organization, a past Board member of The
Entrepreneurship Institute, a member of the Ohio Venture Association, and a member of
the AICPA. Tom is also a Certified Public Accountant in the State of Ohio. Tom serves
on the Board of several local companies and not for profit organizations. Tom
received his Bachelor of Science in Accounting degree from Case Western Reserve University.
Tom also holds Series 7, 24 and 28 securities licenses.
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216-831-2430 Ext 207 |
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216-408-7901 |
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For
30 years Russ Warren has specialized in
corporate financial services, advising
hundreds of clients from North America,
Europe, Asia and the Middle East on
mid-market transactions. Now at EdgePoint,
he has served clients as president of The
TransAction Group for 21 years. For the
previous 10 years, he was partner-in-charge
of Merger & Acquisitions Services for Ernst
& Whinney (now Ernst & Young).
Russ is an expert in U.S. and
cross-border mergers and acquisitions, exit
strategies for private company owners,
corporate divestitures, leveraged buyouts
and business valuations. He has advised
clients on more than 200 mid-market mergers
and acquisitions in nearly all manufacturing
sectors including: engineered products,
automotive, railway supply, electronics,
industrial and medical equipment. He has
also led transactions involving companies in
distribution, food and consumer products,
building materials, transportation,
business-to-business services and financial
services.
He was president of the Association for
Corporate Growth, an international
organization of nearly 10,000 professionals
in merger and acquisition fields. He is past
president of M&A International, Inc. – an
alliance of 42 leading merger and
acquisition advisory firms in 38 countries,
and has chaired its Automotive Industry
Committee. He is a
director of Seneca Capital Management, a
private equity firm in Pittsburgh, PA, and
past president of the Harvard Business
School Club of Northeastern Ohio.
He has written articles for and has been a
featured participant in industry roundtables
published by Mergers & Acquisitions – The
Dealmakers Journal.
Russ
holds an MBA from the Harvard Business
School and a BS in electrical engineering
from Case Western Reserve University. He is a certified public accountant and has a Series 7 securities license. He is
listed in Who’s Who in Finance and
Industry and Who’s Who in the World.
In 2001 he received the Lifetime Achievement
Dealmaker Award from the Association for
Corporate Growth. He is a trustee emeritus
of Case Western Reserve University and a
member of the Visiting Committees of the
Weatherhead School of Management and the
Case School of Engineering.
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216-831-2430 Ext 203 |
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440-342-0733 |
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Dan is responsible for advising current and prospective business owners on the
transition options available to them, particularly in assisting owners with the
sale of a company or advising buyers in the purchase of a business. Since joining EdgePoint in 2002, he has become well known for his business acumen, financing creativity and the ability to close complex transactions.
Prior to joining EdgePoint, Dan worked at McDonald Investments, Inc. in the middle market Investment banking group called Key Business Advisory Services
(KBAS). At KBAS, Dan advised on mergers and acquisitions primarily for privately held businesses. During his tenure at Key/McDonald Investments Dan also business owners in transitioning their businesses through management buyouts, establishment of ESOPs, senior debt restructurings, sub-debt placements, bankruptcy sales and corporate divestitures.
Prior to McDonald Investments, Dan worked as a financial analyst for The Koptis Organization in Brecksville, Ohio, assisting middle market business owners with estate planning, corporate funding and ESOP solutions.
Dan holds a Bachelors of Science in Psychology from Kent State University and earned his Masters in Business Administration from The Weatherhead School of Management at Case Western Reserve University, with a concentration in Finance. Dan also holds Series 7, 24 and 63 securities licenses.
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216-831-2430 Ext 205 |
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216-408-7064 |
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John works with middle market business owners to clarify
transition options and assist in the execution and completion of
these strategies. In addition, John leverages his technical and
business experiences to deliver creative and innovative solutions to
business owners. John has a proven track record of completing
complex transactions and delivering successful results to his
clients.
Most recently John was with Merrill Lynch’s Global Bank Group as a
Commercial Finance Manager. In this role he managed a team of
professionals that coordinated the delivery of corporate finance,
merger & acquisition advisory, commercial real estate finance, cash
management and investment solutions to approximately 1,800 financial
advisors and their clients in the Great Lakes region.
Prior to joining Merrill Lynch, John was a Senior Vice President at
KeyCorp. John provided investment banking services throughout the
Great Lakes Region and was focused on serving privately owned,
middle market companies with acquisitions, divestitures, and
financial advisory services. In addition, John worked with more than
600 privately and family owned middle market companies with the
development and implementation of business succession plans designed
to accomplish the overall goals and objectives of business owners.
John also spent 9 years in public accounting as a tax and business
consulting professional with Ernst & Young and Skoda, Minotti,
Reeves & Co. He also holds his Series 7, 24, 63 and 65 securities licenses.
John holds a Bachelor’s degree from Youngstown State University and
received his Juris Doctor from Cleveland State University.
John has participated as an instructor in several continuing legal
and professional education seminars. Active in several
organizations, John is a member of the American Bar Association,
Ohio Bar Association, Cleveland Bar Association, American Institute
of Certified Public Accountants, and the Ohio Society of Certified
Public Accountants. He is a past member of Attorneys for Family-held
Enterprises.
John is also active as a board member for Providence House in
Cleveland and is the coordinator of a scholarship fund at Ursuline
High School in Youngstown, Ohio.
John and his wife, Therese, and three children reside in Mentor,
Ohio.
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216-831-2430 Ext 210 |
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440-488-7758 |
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Hank Vavrik is responsible for business development
initiatives for both the company and for our clients. Hank’s
business and transactional experience are valuable in identifying
and structuring business relationships and transactions that
have lasting value.
Prior to joining EdgePoint, Hank was the President and Chief Operating
Officer for JTM Products Inc./ChemMasters, Inc. responsible
for the senior management team which he led through precise
evaluation of talent, process, quality and profitability.
Hank also held full responsibility for JTM Products Inc./ChemMasters,
Inc. profit and loss. He was responsible for doubling sales during his
leadership tenure.
Before joining JTM Products Inc./ChemMasters,
Inc. Hank was the Vice President of Finance for The Murphy-Phoenix
Company where he was responsible for accounting operations
through P&L, and prepared budgeting and forecasting for the
entire organization.
Hank holds a Bachelor of Science
in Accounting from John Carroll University and is a member
of the Chemical Specialty Management Council. Hank also holds a Series 7 securities licenses.
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216-831-2430 Ext 201 |
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216-409-8799 |
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Jared is responsible for supporting the other EdgePoint Capital
team members in completing transactions for our clients. His
primary duties include financial modeling, market research, and
preparation of offering materials. He has analyzed companies
operating in diverse industries such as healthcare, manufacturing
and distribution.
Prior to joining EdgePoint, Jared was a small business consultant
for privately held business owners at the Youngstown Business
Incubator (YBI). During his tenure, he assisted the YBI’s legal
counsel in providing companies with integrated management and legal
services. His work has provided him with experience in the
formulation and execution of strategic growth and survival
strategies, as well as raising capital through multiple financing
sources.
Jared holds a Bachelors of Science in Business Administration
from Youngstown State University, with a concentration in Finance.
Additionally, he is a candidate in the Chartered Financial Analyst
program. He holds a Series 7 securities license.
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216-831-2430 |
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216-571-1010 |
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John is an Associate with EdgePoint Capital Advisors and works closely with the firm's principals to provide buy-side, sell-side and financing services to business owners. His primary duties include performing market research, financial modeling and due diligence; identifying strategic and financial prospects; and preparing offering materials.
Most recently, John was Vice President of National City Bank's Corporate Planning group where he managed buy-side and sell-side transactions. Teaming with National City Insurance Group, he led the acquisition of regional employee benefits agencies and the divestiture of several property and casualty insurance agencies. Additionally, his responsibilities included assisting National City with raising private equity and merging with PNC Financial Services Group.
Prior to joining Corporate Planning, John held the role of Assistant Vice President for the CFO Group of Allegiant Asset Management, a subsidiary of National City Bank. In this role he was responsible for budgeting and forecasting of the $100 million business line.
John also spent seven years at Smith Barney in Farmington Hills, Michigan. He assisted financial advisors with the management of retirement plans for high net worth individuals and businesses.
John holds a Master of Business Administration from the Stephen M. Ross School of Business at the University of Michigan and a Bachelor of Science from the Weatherhead School of Management at Case Western Reserve University. John is a CFA charterholder and a member of the CFA Society of Cleveland.
John enjoys training and competing in triathlons and adventure races. John and his wife Leah reside in North Royalton, Ohio.
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216-831-2430 Ext 209 |
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330-998-1111 |
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Peter is an Associate with EdgePoint Capital Advisors and works closely with the
firm’s principals to provide buy-side, sell-side and refinancing
services to businesses. His primary duties include performing
market research, financial modeling and due diligence; identifying
strategic and financial prospects; and preparing offering
materials. Peter has significant experience working closely with
business owners in the lower middle market.
Prior to joining EdgePoint, Peter owned and managed a fast-growing contracting firm
in Hudson, Ohio. As a successful entrepreneur, he developed
innovative strategies to take advantage of market inefficiencies,
increase sales and improve profits. As a result, he understands
many of the challenges facing business owners today and is uniquely
qualified to anticipate and overcome obstacles in the ownership
transition process.
Peter holds a
Bachelor of Arts in Philosophy from Cleveland State University, with
a concentration in Ethics, and received his Juris Doctor from Case
Western Reserve University School of Law. He also holds Series 7 and 63 securities licenses.