Lee Anderson

Founder, Past President & Owner
RPI Inc.

Lee Anderson perfected the process of making plastic lumber from post consumer dairy bottles. Founded his company in 1989. He fathered the proprietary tooling, designs and methods to produce the products that RPI sells today. Lee always focused on efficiency and delivery to develop the company and successfully sold the company in Feb 2021. He is now happily retired.

David Bartelme

Managing Director
Borgman Capital LLC

David is a Managing Director of Borgman Capital LLC, where he is responsible for deal origination, structuring, and portfolio company governance. Mr. Bartelme previously worked in Shell Oil Company’s corporate M&A practice where he focused on strategy, valuation, deal structuring, and coordination for deals both domestic and international. Mr. Bartelme started his career as a chemical engineer in the chemicals and energy industries where he spent more than a decade leading engineering, operations, and maintenance departments. Mr. Bartelme holds degrees in chemical engineering from the University of Washington and an MBA from the University of Alberta.

Luke Bonney

Co-Founder & CEO
Redox

Luke Bonney is Co-Founder and CEO of Redox, a cloud integration platform for developers looking to scale their healthcare applications. Today, Redox is made up of over 150 passionate Redoxers spread across the country as we’re a distributed team. We serve thousands of developers integrating with thousands of hospitals and clinics across the country. Redox has raised more than $95 million, including a $45 million Series D raise completed in February 2021. Prior to co-founding Redox, Luke worked at Epic and Silvery Key Technologies.

Scott Bushkie

Managing Partner
Cornerstone Business Services, Inc.

Scott Bushkie is the Managing Partner and Founder of Cornerstone Business Services. With more than 20 years in the M&A industry, Scott is a recognized leader in the field, providing exit strategies, sell- and buy-side transitions, along with valuation services in the lower middle market.

Over the years, Scott has successfully executed hundreds of transactions, domestically and internationally, working with private equity firms, family offices, and strategic buyers, both public and private. Scott has the trust and respect of CPA and financial advisor alliances, investment banks, and other professional service firms around the M&A marketplace.

He is a sought-after expert on the M&A market and has been quoted by the New York Times, the Chicago Tribune, and the Associated Press. He writes for regional business papers, including a monthly syndicated column for Gannett. As a keynote speaker, he has engaged audiences from national organizations to local trade groups and international delegations, with a key focus on helping professional advisors and their clients prepare for future business transitions.

Margaret Capper

Senior Vice President of Commercial Banking
North Shore Bank

Serving as Senior Vice President of Commercial Banking, Margaret leads North Shore Bank’s efforts to provide customized solutions for middle market all the way to small businesses in Eastern Wisconsin. With an emphasis on developing strong relationships, Capper works closely with owners and key managers of businesses to assist with their financial needs. Serving business clients for over 25 years, Capper brings valuable knowledge of day-to-day banking needs, cash flow strategies, and merger and acquisition funding. Along with her work at North Shore Bank, Capper is a strong community advocate for educating new business owners and facilitated seminar series with other community groups such as WWBIC and the Latino Chamber of Commerce. She also has a strong background in nonprofit, sits on various boards supporting the community, and was recently named to the Class of 2022 BizTimes Media Notable Commercial Banking Leaders.

Tod Colbert

President
Weather Tight Corporation

Tod is the President of Weather Tight Corporation, now an employee-owned company, which specializes in residential exterior remodeling with a focus on energy efficient products including windows, doors, siding, roofing, and gutters. We focus on offering state-of-the-art products and installation techniques.

Michael Cornell

Vice President, Senior Lender - Commercial Banking
North Shore Bank

With more than 35 years of experience as a commercial banking professional, Mike Cornell excels at developing relationships with middle market businesses to help them succeed along with assisting companies to successfully complete business acquisitions with created financing. His vast experience, proven success within the industry, and robust leadership capabilities make him an integral member of the North Shore Bank Commercial Banking team. Cornell received his bachelor’s degree in finance from the University of Wisconsin-La Crosse and his Master of Business Administration degree from the University of Minnesota.

Nick Curran

President
Executive Search Partners (ESP)

Nick Curran is President of Executive Search Partners (ESP) and has been in the executive search industry for over 30 years. He has helped build countless executive leadership teams throughout the country with his candid, consultative approach and sound business acumen. Nick’s boutique executive search firm, ESP focuses primarily in representing private equity and venture capital backed investments in multiple manufacturing and service-based industries. Nick is a proven and accomplished leader in the executive search industry consistently leading ESP as one of Wisconsin’s most recognized and respected executive search firms. Nick is a graduate of the University of Wisconsin Eau Claire and a Certified Behavioral Analyst.

Paul Eberle

Chief Executive
Husch Blackwell LLP

As a former entrepreneur and business owner, Paul understands exactly what matters to clients and has seen firsthand how great attorneys and great law firms can deliver great outcomes for clients.

Before assuming executive leadership positions in the legal industry, Paul spent 20 years hiring law firms and working closely with attorneys to achieve his own companies’ ambitious goals. His experiences made him acutely aware of what it takes to solve clients’ challenges.

Paul enjoys working shoulder to shoulder with Husch Blackwell attorneys. He works hard to ensure that the firm’s attorneys have the resources needed to help clients advance their business goals.

Believing that careful listening is an important part of leadership, Paul is attentive to the ideas and views of the firm’s attorneys, who in turn know the importance of listening to clients to better understand their problems and perspectives—and help them succeed.

Jeffrey Eineichner

CFO
Power Test, LLC

Jeffrey Eineichner is Chief Financial Officer at Power Test, Inc. Jeffrey joined Power Test in 1995. Over the course of his tenure, he has served in a variety of leadership roles including purchasing, operations management and accounting/finance until he moved to his position as CFO in 2013. His purpose is to be a living example of our company purpose of “We Make It Better - for our Customers, Employees and Community.

Daniel Einhorn

Partner
Capital Midwest Fund

Daniel is General Partner of Capital Midwest Fund. Dan is on the board of Blue Pillar, Valid8, NuCurrent, Pegex, Physoft, and Always In Touch. Dan founded the Wisconsin Investment Syndication Committee in 2016. He was President of the board of COA. In 2012, he was named Man of the Year for the Milwaukee Chapter of the Leukemia and Lymphoma Society. Prior to joining Capital Midwest, he served as Investor Relations Director at UICI, a publicly traded holding company with five subsidiaries in the health insurance industry based in Dallas, Texas. Dan earned an M.B.A. in finance from the Cox business school at SMU. Mr. Einhorn also earned a B.S. from the Hotel School at Cornell University.

Joe Froehlich

Managing Director
TKO Miller LLC

Joe Froehlich, Co-founder and Managing Director of TKO Miller, has 32 years of experience in investment banking and private equity, with a special focus on family- and founder-owned businesses. Joe has completed numerous M&A transactions in industries such as manufacturing, distribution, industrial, business services, and packaging. Joe received his B.S. in Electrical Engineering, Cum Laude, from Stanford University and his M.B.A. from the Harvard Business School.

Andy Haugen

President
Princeton Club

Andy is the president and partner of the Princeton Clubs which operate large full service health and fitness facilities serving members in select regions of Wisconsin and Illinois.  He is a graduate of the UW Madison School of Business.

As president Andy has led the acquisitions that increased the company's size to 11 locations, over 50,000 members and 450+ employees. The most recent acquisition was completed in December 2021, adding two health clubs in Illinois. Their offerings include indoor and outdoor resort pools, basketball courts, tennis programs, summer camps, world class strength and conditioning facilities along with childcare and more.

The family owned company started over 35 years ago with two commitments, a commitment to excellence and a commitment to the members. They have stayed focused on that by working to build "a better tomorrow"; for the members, the staff and the communities where their clubs are located through the #ForABetterTomorrow initiative.  It's these driving core values and a committed staff that have led to the company's growth and success.

Gus Hernandez

Market Leader
Associated Bank NA

Gus joined Associated Bank in October 2019 and is the senior vice president & market leader, Corporate Banking. He is responsible for leading a Corporate Banking team in its business development and client relationship efforts for the southeastern Wisconsin market.  Hernandez brings more than 30 years of banking experience to Associated Bank. Most recently he held the position of Milwaukee regional president at Johnson Bank. Prior to that he spent nearly 15 years at BMO Harris Bank/M&I Bank, holding leadership positions in commercial banking in Wisconsin and Florida. Hernandez holds a Master of Business Administration degree from Marquette University and a Bachelor of Business Administration degree in finance and marketing from the University of Wisconsin – Milwaukee. He serves on the board for Ascend Talent Strategies, Milwaukee Metropolitan Association of Commerce and Waukesha County Business Alliance Economic Development Policy committee.

Lowell Jacobson

Managing Director
BMO Capital Markets

Lowell is a Managing Director on the Mergers & Acquisitions team at BMO Capital Markets. He is focused on origination and execution of middle market M&A transactions predominantly within the Industrials sector. Prior to joining BMO, Lowell spent ~10 years at Wells Fargo Securities where he initially worked in Leveraged Finance and subsequently the Middle Market Investment Banking Group (“MMIB”). Most recently, he was the Head of the Mid-Atlantic division within MMIB. Lowell has expertise in both sellside and buyside M&A as well as Debt Capital Markets, including pro rata bank debt, institutional term loans, and high yield bonds. Lowell holds a Bachelor of Science from Fordham University and an MBA from Georgetown University. He is a CFA Charter Holder.

Keith Jochims

CFO
QPS Employment Group

Hired in 2018, Keith Jochims came to QPS with over 20 years of financial and accounting experience. Prior to joining QPS, Keith was the chief financial officer with Encore Repair in East Dundee, IL which specialized in the remanufacturing of electronics.  Prior to Encore, Keith held leadership roles at Jason Industries, GE Healthcare and Dynatect Manufacturing and started his career with Ernst & Young in the audit and business advisory services practice.

Kerry Klecic

Vice President, CIC, CLCS
Brown & Brown of Wisconsin

Kerry Klecic is part of the Brown & Brown transaction group, which provides risk consultation and insurance coverage for Mergers & Acquisitions activity. This includes Due Diligence, as well as Representations and Warranties, Litigation and Tax insurance coverages. Kerry has been with the company since Summer of 2016.

John Kramp

Vice President, M&A and Transaction Solutions
Aon

John Kramp is a Vice President within Aon’s M&A and Transaction Solutions practice. In this role he is responsible for advising clients in connection with representations and warranties insurance, tax insurance, and other types of transaction liability products. Prior to joining Aon, John practiced law for seven years. Most recently he was a corporate associate at Katten, where he specialized in health care M&A, joint ventures, and other transactions.

Khun Lebakken

VP M&A Insurance
AIG

Khun has over 20years in industry experience and has held different positions within AIG in Paris, London and Chicago in underwriting and sales with a focus on industry practice (construction, energy and healthcare). After practicing M&A with US law firms in Paris, she joined AIG France to manage and launch the Transactional Insurance practice, marketing and underwriting reps and warranties and loss buy outs for 4 years. She also spent two years in London as Client Director in charge of a portfolio of key multinational accounts. Since 2016, she has been part of the AIG M&A insurance team underwriting representations and warranties insurance and responsible for developing the product in the Midwest region. Khun holds a law degree from University La Sorbonne in Paris, France.

Joe Luedtke

CEO
LPi

Joe is the CEO of LPi, an almost 50 year old privately-held communication company that provides communication services that build more vibrant faith-based and other non-profit communities. At LPi, Joe is leading LPi’s digital transformation, transforming a half-century old organization, and bringing it into today’s increasingly digital world.

Joe built, grew, and later spun-off LPi’s FinTech and Member Management SaaS solution set. Currently, Joe is preparing LPi and its customers for the upcoming digital decades with LPi’s new SaaS communication solution, ePub Design.

ePub Design is a hybrid print and digital communication solution enabling non-profits to reach their membership wherever they may be.

Spencer Moats

Partner
Foley & Lardner LLP

Spencer is a partner in the Milwaukee office of Foley & Lardner LLP. Spencer practices primarily in the areas of corporate law, mergers & acquisitions, securities law, capital markets and corporate governance. Spencer is a member of the firm’s Transactions Practice and is a leader of the firm’s Private Equity & Venture Capital Practice. Spencer’s practice is largely industry agnostic, although he has significant experience representing clients in the food & beverage, healthcare, leisure & hospitality, manufacturing, oil & gas and technology industries.

Spencer has advised clients in connection with more than 100 public and private mergers, acquisitions, divestitures, joint ventures and other business combination transactions with an aggregate deal value exceeding $10 billion.

Michael Nettesheim

Vice President
Madison Dearborn Partners

Mike joined MDP in 2016 as an Associate and re-joined after business school in 2020. Prior to MDP, he was an investment banking analyst at Greenhill & Co. Mike currently serves on the Boards of Directors of ALIGN PRECISION, The Amynta Group and BlueCat Networks, and is actively involved in MDP’s investment in IPL Plastics. He was previously involved with MDP’s investment in Specialty Building Products.

Timothy Nettesheim

CEO & Managing Director
N2 Advantage Law, Ltd.

Tim is the CEO of N2 Advantage Law, Ltd., a business law firm and Managing Director of N2 Advantage, Ltd., a capital markets advisory firm. Both firms are based in Milwaukee, Wisconsin and focus on mergers and acquisitions - helping clients buy, sell and finance their businesses. He is a practicing attorney since 1982 and clients choose him as their most trusted legal and business advisor, especially when things get tense and an experienced strategic negotiator is needed. He is a formally trained negotiator (Harvard Program On Negotiation, Notre Dame Certificate in Negotiation) and use those skills to guide his clients and their boards through every stage of the business lifecycle including: acquisitions, expansion, shareholder buyouts, contracts with vendors and employees, tax planning strategies, negotiating financing transactions, management succession and sales of the businesses. Tim is an author, speaker and teacher for various business and professional organizations including VISTAGE, State Bar of Wisconsin, Continuing Legal Education of Wisconsin, Lorman and the Wisconsin Institute of Certified Public Accountants. He has taught graduate courses in Corporate Tax Strategies at the University of Wisconsin-Milwaukee, as well as, lectured on business law in the general practice category at the University of Wisconsin Law School. Currently, he is the author and presenter of an innovative negotiation training/coaching program that has been presented to over 500 CEO's and CFO's, as well as the internal sales and purchasing teams from a variety of businesses.

Miller Newton

CEO
Web Finance Direct

Thomas Nye

Director
Generation Growth Capital

Thomas P. Nye is a Director with Generation Growth Capital. Mr. Nye is responsible for sourcing, evaluating, and executing new investment opportunities and providing support in the ongoing portfolio management process. Prior to joining GGC, Mr. Nye was an associate with Robert W. Baird & Co., a leading middle-market investment bank, headquartered in Milwaukee, where he focused on M&A and equity offerings in Baird’s Industrial Group. Prior to joining Baird, Mr. Nye was an associate at Emory & Co., a boutique investment banking firm, where he focused on M&A and business valuations. Mr. Nye began his career with Consumers Energy and, more recently, The Boeing Company, where he designed and integrated electrical systems.

Mr. Nye serves on or participates in the board of directors of all GGC portfolio companies. He is also a board member of the Midwest Business Brokers and Intermediaries Association.

Tom O'Rourke

Principal, Management Consulting
RSM US LLP

Tom is the national practice leader for RSM’s human capital practice. With over 25 years of experience in business consulting, Tom’s work focuses on HR strategy and structure, HR transformation, change management, strategic workforce planning, talent management and succession, M&A, employee retention, competency model development, HR metrics and analytics, and organizational design—serving companies of all sizes, from startups to Fortune 15. Tom is also the co-author of three books on business ethics.

Jay Radtke

Senior Managing Director
Mason Wells

As a Senior Managing Director of Mason Wells Buyout Funds, Mr. Radtke is primarily responsible for supporting the investment activities of those funds. In this capacity, Mr. Radtke is responsible for initiating investment opportunities, negotiating transactions, supervising due diligence, serving on the Board of Directors of portfolio companies, and working with portfolio company management teams.  Mr. Radtke is a Co-Chairman of the Investment Committee of Mason Wells Buyout Fund IV.

Mr. Radtke has over 20 years of private equity investing experience in middle market companies. Prior to joining Mason Wells in 2006, Mr. Radtke worked for Cornerstone Equity Investors, LLC in New York for five years, where he was responsible for the origination, analysis, due diligence and execution of control-oriented investments in middle market companies in the business services and specialty manufacturing industries.  Before Cornerstone Equity Investors, Mr. Radtke worked in Lehman Brothers' New York office for three years, where he was an Investment Banking Analyst in the real estate and mergers and acquisitions groups.

Mr. Radtke is a member of the Board of Directors of L.B. White Company, LLC, Schoeneck Containers, Inc., and Structural Concepts Corporation.  He previously served on the Board of Directors of AWT Labels & Packaging, Charter NEX Films, Coating Excellence International, LLC, MGS Mfg. Group, Inc., Mullinix Packages, Inc., Nelipak Healthcare Packaging, Oliver Products Company, and Pacon Corporation. 

A native of Wisconsin, Mr. Radtke received a Master of Business Administration degree from Columbia Business School and a Bachelor of Arts degree from Vanderbilt University.

Dave Ring

Chief Financial Officer
Sentry Equipment Corporation

Currently the Chief Financial Officer for Sentry Equipment Corporation, Dave Ring joined the organization in October 2012 as the Controller and was promoted in September 2013. Dave has been part of multiple mergers/acquisitions and has led Sentry’s efforts in digital data reporting and has navigated the ebbs and flows of day-to-day cash flow including the challenges of a global pandemic.

Jennifer Schwitzer

Associate General Counsel
U.S. Venture, Inc.

Jennifer Schwitzer is an Associate General Counsel for U.S. Venture, Inc. supporting the company's U.S. Oil, BreakthrougFuel and IGEN businesses. U.S. Venture has been recognized as an innovative leader in the distribution of petroleum and renewable energy products, lubricants, tires and parts, and using data-driven insights to manage energy and information in the global movement of goods. Prior to joining U.S. Venture, she worked for Schneider National, Integrys Energy Services, Inc., three international law firms in Washington, D.C., and the Federal Energy Regulatory Commission. She is licensed to practice law in Wisconsin, Oklahoma and the District of Columbia and is a member of the Association of Corporate Counsel and the Society of Corporate Compliance and Ethics.

Michael Sharkey

Associate General Counsel
U.S. Venture, Inc.

Paul Stangl

President
Wisconsin Stamping & Manufacturing

Paul is the President Wisconsin Stamping & Manufacturing and prior CEO and current Executive Chairman of Raffel Systems. Prior to his current positions, Paul was an attorney in the securities and M&A practice at Foley & Lardner LLP and a member of the investment banking group at Robert W. Baird. Paul served as a surface warfare officer in the United States Navy with a nuclear power specialty.

Paul Stillmank

Former CEO
7Summits

Paul is the former CEO of 7Summits. He founded the company in 2009 to become a category creating company with the sustaining purpose to unleash people’s potential to create, compete and innovate in entirely new ways. Paul saw the opportunity, earlier than most, to join together collaborative and digital interactions. From it's beginnings in Milwaukee to becoming an award leading National Leader with over 230 employees in 30 States across the country, 7Summits was recently acquired by tech giant IBM after aggressive growth even during this Pandemic.

Steven Szymanski

Shareholder
von Briesen & Roper, s.c.

Steve is co-chair of von Briesen’s Mergers and Acquisitions Section. He regularly represents buyers, sellers and financial institutions in mergers and acquisitions transactions, and small and middle market businesses in their general corporate and business planning needs. Steve draws upon his knowledge of tax, finance and the law to assist clients in finding creative and practical solution to their legal and business opportunities and challenges.

Damon Thome

Director
Mason Wells

As a Director of Mason Wells Buyout Funds, Mr. Thome is primarily responsible for supporting the funds' investment activities.  In this capacity, Mr. Thome is responsible for initiating investment opportunities, conducting due diligence, negotiating debt financings, serving on the Board of Directors of portfolio companies, and working with portfolio company management teams. 

Prior to joining Mason Wells in 2012, Mr. Thome worked as an Investment Banking Analyst at Piper Jaffray in Minneapolis where he was involved in numerous mergers & acquisitions, advisory and capital markets transactions in the industrial sector. 

Michael Van Someren

Shareholder
Davis|Kuelthau, s.c.

Mike is Chair of the Capital Markets and Securities team a member of the real estate, commercial finance, and corporate practice groups at Davis|Kuelthau. He regularly counsels clients in all aspects of commercial real estate transactions, including providing advice on entity selection and formation, drafting purchase and sale agreements, offers to purchase, performing due diligence, and negotiating and drafting agreements with municipalities and other stakeholders. He has extensive experience counseling clients on land use and zoning matters, such as drafting easements and restrictive covenants, and providing advice regarding project requirements under local zoning laws. Mike also represents landlords and tenants in the drafting and negotiation of retail, healthcare, industrial and office lease agreements.

In addition to his commercial real estate work, Mike advises clients on corporate matters. He focuses specifically on corporate governance issues, business to business contract review and negotiation and business to consumer contract drafting. Mike represents clients in merger and acquisition transactions, negotiating and drafting stock purchase and asset purchase agreements and performing due diligence research.

David Westgate

Chairman, President & CEO
Carestream Health

Mr. David Westgate is a seasoned executive officer, with an impressive record of success in corporate leadership roles and experience in leading global teams.  He has deep expertise in handling challenging situations, driving transformation from restructuring through the growth stage with an understanding of the levers that result in sustainable value creation. 

Mr. Westgate has a bias for action, understands the value in empowering a highly diverse team, brings a focus on innovation, and operates with transparency and candor.

Since 2018, Mr. Westgate has been Chairman, President and Chief Executive Officer of Carestream Health, one of the top global providers of digital radiography (DR) and computed radiography (CR) systems with more than 4,000 employees selling into 150 countries.

Before joining Carestream, Mr. Westgate was Chief Executive Officer of Jason Industries, Inc. a NASDAQ-traded, global diversified manufacturing company operating in three segments: industrial, seating, and automotive. While Mr. Westgate was CEO, he led successful efforts to diversify the company’s portfolio, emphasizing a culture of growth and innovation.

Lydia Zeller

CEO
Pelvital

Lydia Zeller is CEO at Pelvital, a femtech company improving the lives of women suffering from pelvic floor disorders through effective, convenient, at-home products. Previously Lydia was CEO at Kiio, where she led the company through a pivot and period of rapid growth culminating in acquisition late 2021. She also serves as Board President of the Wisconsin Startup Coalition.