Creating Unique Capital Stack Structures to Fuel Growth

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.

Commercial banker in Metro Detroit for over 30 years. Currently Senior Vice President at Citizens Bank focusing on Middle Market companies with sales from $25MM - $500MM.

Greg has been in the hospitality FFE design, procurement and project management industry for 10 years. He joined the industry with American Hotel Register as the head of that company’s FFE division and then joined forces with Blackford Capital in January 2017 to buy Snowhite Textile and Furnishings. Prior to the acquisition of Snowhite Textiles and Furnishings, Greg was the President of Kalamazoo Outdoor Gourmet, the CEO of Kiefer Swim Products, the General Manager of Block and Company and spent two years in Europe setting up and running Staples Office Products Direct Division. Greg has a Bachelors in Communications from Ithaca College and an MBA from Lake Forest Graduate School of Management and lives with his family in the north suburbs of Chicago.

Zan Nicolli is a member of Dickinson Wright PLLC. She has over 30 years of business transactional law experience, from mergers and acquisitions, securities and corporate finance to real estate development, leasing and finance. Her clients range from international to local and their industries run the gamut: from OEM automotive to private equity, from national retailers to local strip centers, from copper cathodes to medical cannabis. She also devotes her time to charitable work, including acting as general counsel to Michigan’s Thanksgiving Parade Foundation and working with Beyond Basics, a nonprofit that tutors illiterate children in the Detroit public schools.

Tony is a Partner at Huron Capital, a lower middle market private equity platform based in Detroit, MI. Tony’s experience includes minority and majority equity recapitalizations, mergers and acquisitions, and debt financings for businesses across a variety of industries. Prior to Huron Capital, Tony was a Principal at Rockbridge Growth Equity, Vice President in the Principal Investment Area of Goldman Sachs and a consultant at the Boston Consulting Group.