Charles Towne Professionals

Prior Experience

Charles Towne Holdings experience

Meet the Charles Towne Holdings Team

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Management Committee

Harvey W. Schiller

Chairman

Brigadier General Harvey W. Schiller, USAF Ret., PhD, serves as the Chairman of Charles Towne Holdings, LLC. He is also Chairman of Schiller Management Group (SMG), a global consulting and business solutions company. Dr. Schiller serves as Vice Chairman of Diversified Search, one of the top U.S. executive search firms. Schiller served as Chairman and CEO of YankeeNets, with ownership of the New York Yankees, New Jersey Nets, and New Jersey Devils, President of Turner Sports, a division of Time Warner, Commissioner of America’s Cup 35, and Chairman of Global Options, a public international security company. Before joining Turner, he was Executive Director/Secretary General of the United States Olympic Committee and holds the prestigious Olympic Order. Schiller served as Commissioner of the Southeastern Conference and as a pilot in the U.S. Air Force including service as Permanent Professor at the U.S. Air Force Academy. His military awards include the Legion of Merit and Distinguished Flying Cross. Schiller earned his bachelor’s degree from The Citadel, and is a member of their Athletic, Science, and Business Halls of Fame. He earned his doctorate in chemistry from the University of Michigan, and holds honorary doctorates from The Citadel, Northern Michigan University, and the United States Sports Academy. Schiller was recognized by Sports Business Journal as a Pioneer and Innovator in Sports Business. He is a member of the boards of the National Baseball Hall of Fame, Sports grid, Blinktbi, Air Force Academy Athletic Corporation, and Mesa Air Group.

 

Andy Brusman

CEO

Andy has been an entrepreneur and advisor to emerging growth companies for over 20 years. He currently provides corporate finance, M & A and capital raising services to global emerging growth companies in the Sports, Media and Entertainment sectors. Previously, Andy was the Founder and Chairman/CEO of Alchemy Global Holdings, LLC, an investment banking and advisory services firm focused on the Sports, Media and Entertainment industries. Backed by investors that include Greg Norman, Jim Courier, Boris Becker, and several other prominent financial executives, the firm worked with emerging growth companies to help them raise capital and assist with the implementation of their growth plan. In his role as CEO for Alchemy, Andy was responsible for guiding the strategic growth of the company, fundraising, and business development. Prior to Alchemy, Andy was the founder and Managing Partner of SAE Advisory Group. In this role, he worked with many notable clients, including Great White Shark Enterprises/Greg Norman, Legend 10 (the acquirer of the global IP of international soccer legend Pele), Iconic Images (owner of the global photo archive from Terry O’Neil) and Montel Williams Enterprises. Previously, Andy was a Managing Director with Cortview Capital Securiti es, where he oversaw the firm’s activities in sports and entertainment.

T: 804-310-5035 

Location: Charleston, South Carolina

 

 

Mike Sanderson

President

Mike has been the CEO of numerous firms in the financial and technology industry. His experience spans from revitalizing Merrill Lynch Canada to growing Instinet Corporation, to establishing Reuters Americas, to founding Market XT, to rolling out a hedge fund, to working on banking deals at Laidlaw Securities and to transforming Bonds.com. In each firm, he set out the strategy, raised capital, recruited talented people, lead in emphasizing the client and rewarding success. He has extensive experience internationally negotiating with government officials close to introducing technological advances in Europe and Asia. This included a stint as the CEO of NASDAQ Europe attempting to bring electronic trading to the EU markets. Mike is acknowledged as a pioneer of electronic trading on Wall Street and has served on numerous electronic trading firms’ boards of directors. Mike is a frequent participant at securities trading conferences that wrestle with the impact of technology where he espouses his modus operandi; Think Big, Avoid Folly, but always make sure you have enough capital. He is a graduate Of Brown University, B.A. and Oxford University, M.A.

T: 917-439-8154 

Location: Charleston, South Carolina

 

John McAvoy

Senior Managing Director/Head of Charles Towne Investment Management

John oversees Charles Towne Investment Management, the principal investment division of Charles Towne Holdings. Previously John was the Chief Executive Officer and Chairman of the Board of Directors of Charleston Capital, and he has 35 years of experience in the financial industry having worked in sales and trading, investment banking and as a private equity principle. Prior to Charleston Capital, he served as a Partner of Blueprint Capital Advisors and as President of Asset Management Finance (AMF), an affiliate of Credit Suisse. At AMF, he led the investment team responsible for making minority equity investments in asset management firms and served on the Board of Directors of HighTower Holdings, a portfolio company of AMF. Prior to joining AMF in 2008, Mr. McAvoy was a Managing Director at Credit Suisse where he held a number of senior roles in both the New York and London offices for over 17 years, including Global Head of Hedge Fund Coverage in the firm’s Prime Services Department, European Head of Equity Capital Markets and Global Co-Head of Convertible Securities. During his time at Credit Suisse, Mr. McAvoy also served on the Global Equity Operating Committee, the European Investment Banking Committee and was Chairman of the Equity Diversity Advisory Committee. Mr. McAvoy joined CSFB in 1991 from Lehman Brothers where he worked for seven years in the firm’s Convertible Securities Department in institutional sales and sales management. Mr. McAvoy received a B.A. from Wake Forest University in 1982 and an MBA from Duke University’s Fuqua School of Business in 1984. He is currently on the Wake Forest University Board of Trustees.

T: 917-821-4889 

Location: Charleston, South Carolina

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Bill Stapleton

Senior Managing Director, Sports, Media & Entertainment

Bill founded Austin-based Capital Sports & Entertainment (CSE), a sports marketing and management company, in 1998, and co-founded the subsequent launches of successful enterprises such as the Austin City Limits Music Festival (2002), Lollapalooza (2005), and C3 Presents (2008). After a series of private equity transactions, Live Nation purchased C3 Presents in 2016. Bill’s work at CSE as Lance Armstrong’s long-time agent included numerous Fortune 500 endorsement deals and advertising campaigns with companies such as Nike, Visa and Coca Cola, as well as two New York Times best-selling books. Bill was one of the founding architects of the commercialization of the Livestrong brand, bringing more than $200 million to the Livestrong Foundation through his brand management and licensing negotiations. Bill also served as the CEO of Tailwind Sports, managing an American and European staff of more than 60 people. At Tailwind, he led the effort to secure sponsorship of more than $25mm annually for the Discovery Channel and RadioShack professional cycling teams. Bill is currently a non-operating partner and board member at New Waterloo, a hospitality management and development company based in Austin, Texas. New Waterloo operates award-winning hotels and restaurants such as the South Congress Hotel, Hotel Ella, La Condesa, and Sway (www.newwaterloo.com). Formerly as a founder and partner, Bill was primarily responsible for business development and for raising capital for New Waterloo’s various projects. Bill was a member of the 1988 United States Olympic Swimming Team (200 IM) and served later as the Chairman of the USOC’s Athlete’s Advisory Council and as a USOC Vice President. He currently serves on the Boards of Directors for technology startup Rallyhood, concert venue Stubb’s, and Washington DC-based Athletes for Hope. He holds a BA, MBA and JD all from the University of Texas. Bill currently lives in Austin, Texas, and is married with four children.

T: 512-550-8409 

Location: Austin, Texas

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Investment Bankers and Advisors

Scott Ilario

Senior Managing Director

Scott also serves as CEO of Charles Towne Securities, LLC, the FINRA registered broker dealer owned by Charles Towne Holdings, LLC. He has spent his entire 30-year career in the securities industry focused on investment banking. His experience includes several high-ranking positions of responsibility and leadership including Board Director, Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, and Chief Compliance Officer. Most notably, from the period, January 2000 to June 2003, Mr. Ilario was Chief Executive Officer of Wachovia Securities when it was the fourth largest broker-dealer in the U.S. based on assets under management. Subsequent to acting as CEO of Wachovia Securities, Mr. Ilario was named Head of Compliance for Wachovia’s Global Investment Bank where he facilitated business directives to increase international distribution and underwriting by obtaining regulatory approval for subsidiaries in London, Hong Kong, Japan and Singapore. During his time at Wachovia in his roles as CEO and CCO, Scott was responsible for the oversight of over $50Billion in M & A transactions and over $10Billion in private capital raises. Scott maintains Series 7, 3, 4, 24, 27, 12, 14, 79 and 99 qualifications.

T: 704-516-1836 

Location: Charleston, South Carolina

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Andre Ameer

Managing Director, Construction & Engineering

Andre serves as a Managing Director, overseeing the Construction & Engineering verticals. He began his career with close to a decade as a trader at a multi-billion dollar hedge fund.  In 2011, he pivoted to their family construction business which was involved in a number of recent landmark projects at the Statue of Liberty, LaGuardia Airport, and the World Trade Center.  After relocating to Charleston, SC from New York City with his wife and their 3 young children, Andre’s unique exposure to the worlds of finance and construction led him to Charles Towne Holdings where we continue to expand our reach into the Built World.  This sector has historically lagged in innovation and technology but that’s recently been catching up at an exponential rate.  Charles Towne Holdings is uniquely positioned to capitalize on this trend with its experience across industry sectors.  Andre graduated from Villanova University and maintains his Series 82 and SIE.

T: 732-996-5160 

Location: Charleston, South Carolina

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Peter Barbaresi

Managing Director, Advisory Services

Peter is versatile turnaround and growth-oriented CEO, with experience leading small and mid-cap B2C and B2B products and services companies.  He is currently a business management advisor to several companies in health, wellness and fitness as well as multi-unit and franchised concepts. He has served as President/CEO of several fitness and consumer products businesses, and presently serves as a Board Member and Advisor to multiple companies. Barbaresi has particular strength helping to lead companies and their ownership towards sale/exit and/or recapitalization.  He is a graduate of Williams College and played both hockey and lacrosse.

T: 323-573-1975

Location: Orange County, CA

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Billy Campbell

Managing Director, Advisory Services

Billy Campbell has held senior leadership roles in the entertainment and travel industries.  He served as the Managing Director of Royal Caribbean’s GoBe E-Commerce venture. Prior to joining RCL, Billy was CEO of Forbes Travel Guide, the leader in rating luxury properties, spas and restaurants around the world.  Earlier, Campbell was President of an out-of-home marketing firm Akoo and helped build the 5CTV Network (a media partnership bringing China programming into the U.S. market). 

Campbell served as President of Discovery Networks U.S.  At Discovery, Campbell was responsible for all aspects of the domestic television division, including programming, production, affiliate sales and marketing, advertising sales, consumer marketing, research, new media, business development and communications. During his presidency at Discovery Networks, Campbell led Discovery Channel and TLC through double-digit ratings increases.  While managing 13 channels, he oversaw the production of cable’s highest-rated natural history program of all time, Planet Earth, which drew more than 65 million viewers to Discovery Channel over its 11-part run.  Campbell also oversaw signature Discovery network series Deadliest Catch, Mythbusters, No Reservations with Anthony Bourdain, American Chopper, The World Poker Tour and Dirty Jobs. 

Chief among Campbell’s accomplishments at Discovery was his leadership effort to recruit Ted Koppel to the Discovery Channel for a pioneering multiyear deal in which Koppel served as managing editor for the network.  Campbell also helped bring Dr. Jane Goodall to Animal Planet and launched the Dr. Oz Show on Discovery Health Channel.  Other programming successes realized under Campbell’s leadership at Discovery Networks include the premiere of The Military Channel and launching a feature documentary division which produced and aired the award winning documentary Grizzly Man and licensed Man On Wire.

Prior to joining Discovery Networks, Campbell served as President of Miramax Television, where he led the production of Emmy-nominated “Project Greenlight,” a cutting-edge venture on HBO integrating film, television and the internet by creating a web community and screenplay competition.  Previously, Campbell was executive vice president, CBS Entertainment and helped develop Everybody Loves Raymond and The King of Queens.  Before joining CBS, Campbell served as senior vice president, drama development at Warner Bros. Television, where he developed a series of successful and critically acclaimed dramas, including ER and Lois & Clark: The New Adventures of Superman

Campbell is a 1982 graduate of Harvard College and a 1987 graduate of the Harvard Business School (MBA).  He was a 1984-85 Rotary International Scholar at the Chinese University of Hong Kong.  Campbell has served on the boards of The National Parks Conservation Association, The Jane Goodall Institute, and KentWool Corporation.  Currently he is on the Board of Arcadia Publishing, New Leaders Education and the Galapagos Conservancy.

T:   323-394-4000

Location: Pawleys Island, SC and Miami, FL

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Philippe Faraut

Managing Director, Consumer and Media

Philippe currently provides Corporate Finance, M&A and Capital Raising services to global emerging growth companies in the Consumer and Media sectors. 

Philippe has over 20 years of experience in investment banking and principal investing.  Prior to joining Charles Towne, he was a Managing Partner at Bastiat Partners, a firm connecting Family Offices to direct private deals. Philippe joined Bastiat from Knight Global, a media family office, where he served as its Chief Investment Officer. Previously, he worked for middle market investment banks Intrepid and Sage and started his career at Merrill Lynch in NY in the Consumer/Retail team.  He holds an MBA from the Anderson School at UCLA.  Philippe is a dual French and American citizen, and holds his Series 7, 63 and 79 licenses.  

T:  310-970-4742  

Location: Los Angeles, California

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Jorge Forgues

Managing Director, Advisory Services

Jorge serves as Managing Director of Advisory Services at Charles Towne Holdings.  He brings over 25+ years of experience in the role of Chief Financial Officer (CFO) of multiple companies.  Prior to joining Charles Towne Holdings, Jorge was the CFO for Binary Fountain, a software company in the on-line reputation management space.  Binary Fountain was sold to a channel partner for $130M (4x revenue) in late 2020.  Jorge was responsible for the areas of finance, accounting, financial reporting, treasury, audit, tax, legal, budgeting, M&A, risk management, investor’s relations, human resources, and administration. Prior to joining Binary Fountain, Jorge was the CFO for Distil Networks, a Cyber Security company focused on bot mitigation technology.  Before Distil Networks, Jorge was the CFO for Decision Lens, a cloud-based Strategy Execution solution that enables a comprehensive business process for identifying, and prioritizing which projects and resources will deliver the highest returns.

Prior to joining Decision Lens, Jorge was the CFO for Vivísimo, an information access and search engine technology, focused on emerging Bid Data market.  Vivísimo was acquired in 2012 by IBM for $147M (5x revenue). Before Vivísimo, Jorge was the CFO for Avail-TVN (now Vubiquity), a digital media company offering full content live programming and Video on Demand (VOD) to cable operators and telecommunication companies in US, Canada, Mexico and the Caribbean.  At Avail-TVN, Jorge actively participated in the acquisition of TVN Entertainment to compliment the Company’s VOD offering.

Prior to joining Avail Media, Jorge was the CFO for iDirect, a global company selling equipment and software to network operators for broadband connectivity through satellite link.  iDirect was sold to Singapore Technologies for $165 million (10x EBITDA) in 2005.    Before joining iDirect, Jorge was the CFO and COO at Inter.net, an international Internet service provider (ISP). 

Jorge is originally from Argentina and has lived, studied, and worked in the USA since 1975. He received both a B.S. in accounting (1983) and an MBA in Finance (1984) from George Mason University. Jorge passed the CPA exam in 1987, but does not have an active license currently.  In 2006, Jorge received the “Private Company CFO of the Year” award from the Northern Virginia Technology Council (NVTC).  Jorge has been married for 45 years to Maria and they have four children.

T:   703-627-0889

Location: Charleston, South Carolina

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Seth Gregg

Managing Director, Deal Origination

Seth focuses on deal origination for Charles Towne. His goal is to develop meaningful relationships with business owners, consultants, accountants, lawyers and commercial bankers who are seeking guidance on raising capital, mergers & acquisitions and private placements.

Prior to Charles Towne, Seth worked at the Club Managers Association of America.  While there, he led the business development team, where he generated several million dollars a year in revenue. Previous experience includes serving as a Principal with Washington, DC based Education Capital, a niche investment banking firm focused on the for profit and non-profit education market.

Seth is a graduate of Clemson University, where he earned a Bachelor’s Degree in Finance.  He resides with his wife and two children in Mt. Pleasant, SC.

T:  703-626-0541 

Location: Charleston, South Carolina

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Daniel Griesemer

Managing Director, Advisory Services

Daniel brings more than 35 years of high growth, brand elevation, digital transformation and turnaround experience in the retail industry in CEO or senior executive roles at both public and private companies such as Gymboree Group, Tillys, Inc., Coldwater Creek, Inc., Gap, Inc. and Macy’s. His natural entrepreneurial orientation is towards all things related to customer experience, with particular skills in design, product, branding, marketing, store and website design and experience, and all customer touch points. He also possesses an enterprise-wide understanding of comprehensive operations, P&L and balance sheet management with skills directly applicable to the hospitality, restaurant and healthcare industries. Daniel aligns culture, values, ethics and vision with mission, strategy and tactics. His rich and diverse experience spans department store, specialty store, online, multichannel, and omni-channel businesses that were both vertically integrated and branded, with customers ranging from children to teens to younger adults to Baby Boomers. He has 13 years working closely with founders, has led both an IPO and secondary fund raising and has served on both public and private company boards for over 15 years. Daniel graduated with a BS in Business Administration from the University of Dayton and attended the University of Michigan, Ross School of Business Executive Education Program. He has been married for 32 years and he and his wife have three amazing children.

T:  949-466-5026

Location: Dana Point, CA

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Garrett Hale

Managing Director, Cannabis & Hemp

Garrett has more than 11 years of experience in the capital markets, private equity, and business development. Armed with an extensive client book of venture capitalists, family offices and angel investors, Garrett is an expert in rapid capital formation and investor relations for emerging growth companies. Previously, Garrett was a member of the ROTH Capital Partners, LLC Private Capital Group (PCG), advising and providing capital formation for growth-stage private companies in the multiple different verticals including technology, software, healthcare, med-tech, cannabis/hemp, and consumer sectors. Before that he founded and directed the San Diego trade organization, SD Sport Innovators (SDSI) in partnership with NBA Hall-of-famer, Bill Walton. He led SDSI’s mission to provide capital formation, mentorship, and networking opportunities to sports and active lifestyle companies in Southern California while growing membership to 80+ companies, ranging from service providers to large sports-centric organizations and companies. He is a graduate of Southern Methodist University (SMU) majoring in Business Economics & Public Policy and currently lives in Encinitas, CA with his wife (Kimberly), new born daughter (Skylar), and cattle dog (Cali). Garrett maintains Series 7 and 63 qualifications.

T: 224-301-0369 

Location: San Diego, California

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Hubert Holmes

Managing Director, Telecom & Financial Data

Prior to Charles Towne, Hubert was Senior Director managing the $150 million Reference Data business of ICE Data Services. He came to ICE as the Chi-X Global’s Executive Vice President responsible for the company’s global business development strategy. Chi-X Global owned and operated MTF and ATS markets around the world. The CHI-X’s trading infrastructure technologies and services were created through the acquisition of Cicada Corporation of which Hubert was a founder. As the Executive Vice President, he was responsible for relationships with major exchanges and financial institutions around the world. Hubert started his career at Reuters Group PLC serving in various executive capacities and locations (Hong Kong, London, and New York) His last position at Reuters was as Executive Vice President and Director of Global Securities Markets, responsible for the global product marketing of all equities and fixed income products sold by Reuters. Hubert holds a Master of Business Administration from Columbia University and a Bachelor of Arts in Economics and German from Rice University.

T: 203-482-6277 

Location: Ridgefield, Connecticut

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Kristen Kuliga

Managing Director, Business Development

Kristen focuses on the origination and distribution of firm deals. She is a 25+ year veteran in the sports marketing and management industry with extensive experience in athlete representation, corporate consulting, business development, licensing, sponsorship sales, and event management. A pioneer for women in professional player representation, Kristen was the first woman to negotiate an NFL quarterback’s contract. She also has successfully integrated raising capital and providing business development and advisory services for emerging companies in sports, entertainment, media, and the consumer sectors. In 2017, Kristen merged K Sports & Entertainment, her nationally-recognized sports marketing and athlete representation agency, with Vanguard Sports Group (a national NFL player representation agency) to create Vanguard Business Development Group. As Senior Vice President of Vanguard, Kristen oversees business development across multiple channels including corporate consulting, event management, athlete marketing/licensing, sponsorship sales, and mergers/acquisitions. Kristen continues to represent NFL players in their contract negotiations with teams and remains one of the few female NFL agents who have multiple clients. From 2001-2017, as the founder and CEO of K Sports & Entertainment, Kristen led a national sports management and marketing firm where she represented NFL players and sold endorsement and sponsorship on behalf of professional athletes and Fortune 500 companies. In addition to representing Doug Flutie in his $33 million contract with the San Diego Chargers, she negotiated national endorsement campaigns and the licensing deal for “Flutie Flakes,” a cereal that sold over 3 million boxes. Kristen continued to represent Flutie for his off-field business initiatives, including his broadcast contracts with ESPN and NBC. She also created strategic relationships with corporations to support non-profit entities such as the Doug Flutie Foundation for Autism, The Vince Wilfork Foundation, Paul Pierce’s FitClub34, among many others. Kristen began her career in 1994 as in-house counsel at the national sports agency, Woolf Associates, where for six years she assisted the agents for NFL, NHL, NBA and MLB in a variety of areas from arbitration cases to client marketing. She assisted the Woolf family in selling the company to Arnold Advertising and negotiated the production, distribution and sponsorship of an ESPN fitness show. A cum laude graduate of both the University of Massachusetts at Amherst (1991) and Suffolk University Law School (1994), Kristen is also a member of the Massachusetts Bar. She also holds her FINRA Series 82 and 63 Licenses.

T: 617-901-9941 

Location: San Diego, California

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Bob Louthan

Managing Director, Veteran Owned/Led Businesses

Bob has over 35 years of business experience, including 24 years in venture capital, private equity and M & A. He was commissioned a combat engineer in the USAC, serving 14 years. He has served in various capacities as a Director of privately held companies and in the leadership of civic, business and alumni organizations. A graduate of VMI, with an MBA from the Darden School at The University of Virginia, Bob is the immediate past President of the VMI Alumni Association. He maintains the Series 7, 24, 28, 63, 79, and 99 securities licenses.

T: 804-512-3400 

Location: Richmond, Virginia

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Jack MacDonald

Managing Director, Financial Services

Jack has more than 30 years experience serving the capital and strategic advisory needs of growing asset management firms. His expertise crosses many sectors, including institutional asset management, mutual funds, wealth management, and alternative asset management. He is an experienced dealmaker advising asset and wealth management firms on mergers and acquisitions and capital raising, most recently with JJM Advisory Group. Previously he was a Managing Director at Raymond James & Associates, Inc. Prior industry experience includes seven years as the principal and co-founder of XPL Advisors LLC, mergers and acquisition and a strategic advisory boutique firm specializing in the asset management industry. He provided advisory services on domestic and cross-border transactions to asset management companies in the United States and Canada. Mr. MacDonald spent five years with Putnam Lovell Securities Inc., first as managing director and co-founder of capital markets fixed income and subsequently as managing director, asset management mergers and acquisitions. Earlier he served as a senior banker, financial institutions group for Citicorp Securities, Inc., and director of corporate finance at PepsiCo, Inc. He began his career as a CPA. Mr. MacDonald holds a Master of Management from the Kellogg Graduate School of Management at Northwestern University and a Bachelor of Business Administration with a focus in accounting from St. Norbert College.

T: 646-761-2372 

Location: Charleston, South Carolina

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Jeffrey Margolis

Senior Advisor, Financial Services

Jeff Margolis combines a 25-year asset management distribution & business development executive career with 10 years as an independent consultant/advisor. Currently, Jeff consults across the asset management industry assisting firms in evaluating their growth potential and expansion opportunities, improving their abilities to position products, and closing business. Prior to launching his consulting business, Jeff spent nearly five years at TIAA-CREF Asset Management, leading the business development function. As Senior Managing Director, Jeff built the firm’s effort to offer its asset management capabilities to other organizations. Before joining TIAA-CREF, Jeff ran several businesses for Morgan Stanley Investment Management, ultimately becoming the Global Head of the Institutional Business. Over a 9-year period, Jeff built a business to sell Morgan Stanley’s asset management expertise to the insurance industry (including cloning a series of MSIM funds into insurance-dedicated funds); ran all intermediary distribution businesses; and ran the North American institutional business, which eventually expanded into global responsibilities. Jeff developed his expertise to build and run an insurance asset management effort during his 11-year stint at Continental Asset Management, ultimately becoming Chief Operating Officer. After building the sales and marketing function, Jeff became COO, with responsibility for all functions other than portfolio management. Prior to entering the asset management business, Jeff spent three years at Arthur Young & Company in both the audit and tax departments. In the past several years, Jeff has also advised several start-up companies across various industries. Jeff enjoys philanthropic work, principally for Bound for College, supporting underserved students in their efforts to gain acceptance into college. Jeff graduated with a Bachelor’s degree in Economics from Cornell University and an MBA from Cornell’s Johnson School, and has previously held both the CFA and CPA designations.

T: 516-318-3955 

Location: New York, New York

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Adrian Martinez

Managing Director, Payments & Financial Technology

Adrian has over 35 years of business and leadership experience with 24 years at HSBC managing multiple lines of business in the consumer finance and retail banking sector. His experience spans credit card, debit/prepaid card, small business lending, payments and risk. He was commissioned an armor officer in the U.S. Army and spent almost ten years on active duty and a further thirteen years in the Army Reserve until he retired as a Major in 2003. His service included participation in Desert Shield/Desert Storm, Operation Enduring Freedom and the Global War on Terrorism. He currently serves in an advisory role to Carneros Bay Capital as the Head of Strategic Partnerships and to Meed as the Head of Risk & Strategy. In addition, he is an advisor to the Board of the Stellar Development Foundation a not for profit cryptocurrency network. He is also a Venture Fellow for Triphammer Ventures part of the Alumni Ventures Group. He is graduate of the University of California, Davis with an MBA from the Johnson Graduate School of Management at Cornell University. He also holds a Masters in Soviet and East European Studies from Carleton University and is a graduate of Marion Military Institute. He maintains a Series 65 securities license.

T: 716-501-1651 

Location: Jacksonville, Florida

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Michael McCracken

Managing Director, Media & Entertainment

Michael McCracken currently serves a Managing Director in both the Investment Banking and Advisory Services divisions of Charles Towne Holdings. Michael has over 30 years of experience as an investment banker, venture capitalist, as well as an operating CEO/COO & CFO.

Following the successful sale of his co-founded UGO Entertainment venture to Hearst Corporation in 2007, Michael launched MCM Venture Partners, a boutique investment banking and strategic advisory firm. MCMVP focused on both early-stage and mid-market companies across multiple industries specializing in entertainment, digital media, advertising and e-commerce.

In addition to his assuming the position of Interim CEO, COO, and CFO in over a dozen companies, Michael has been the executive coach and thought-partner to over 75 CEO’s, Senior Partners and studio heads across dozens of organizations including TV & film studios, production companies, talent management agencies, digital media start-ups, and Fortune 500 consulting firms.

Prior to UGO Entertainment, Michael worked in the Investment Banking divisions of Donaldson, Lufkin & Jenrette (DLJ) in Los Angeles and Salomon Brothers in New York City. As an Associate at DLJ, he worked with Ken Moelis’ Los Angeles based team in advising public and private companies on M&A, debt and equity capital raising and corporate restructurings. Additionally, he participated in various principal investments made by DLJ’s venture capital division, Upfront Ventures, as well as DLJ’s Merchant Banking Group in the media, technology, retail and healthcare verticals. As an Investment Banking Analyst at Salomon Brothers, Michael worked on the Equity Capital Markets desk advising companies on initial and secondary public market offerings. Prior to joining Salomon Brothers, Michael served as the Director of Business Development at Intel Japan in Tsukuba, Japan, reporting to the President.

Michael received his Bachelors in Foreign Service with Honors in International Business Diplomacy and Japanese language proficiency from Georgetown University. Michael was an All-American track athlete and the recipient of the school’s Waterman Scholar-Athlete Award. Michael received his Masters in Business Administration from Harvard and maintains his Series 79 and 63 securities licenses.

T: 917-449-1178

Location: Los Angeles

Jim McGrath

Managing Director, Business Services

Jim has 20 years of corporate finance experience advising middle market companies and private equity groups, including broad experience in M&A and private equity and debt placements. His M&A transactions span business & technology services, healthcare, energy, and specialty manufacturing. His clients have included Fortune 500 companies, private companies, and private equity funds. Most recently, McGrath was a managing director and led the investment banking group at Keiter Advisors. Previously, Jim held senior positions with KPMG Corporate Finance and with Ewing Bemiss & Co. He also has a J.D. and was a corporate/M&A lawyer at Hogan Lovells, a global law firm, before beginning his corporate finance career.

T: 804-357-8214 

Location: Richmond, Virginia

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Craighill Redwine

Managing Director, Business Development and Deal Origination

Craighill serves as a Managing Director, focusing on the sourcing and distribution of CTH’s equity and debt placements. Prior to Charles Towne, Craighill established and ran Seaport Global’s Equity Capital Markets group for 6 years. Prior to Seaport, he was Co-Founder of Redwine & Company, Inc., a boutique investment bank in Charlotte, NC that participated in over 250 equity, debt and convertible transactions over a 16 year period. He was head of Investment Banking and Institutional Sales for Redwine. Prior to founding Redwine, he was a partner in the #1 producing Equity Sales team at Donaldson, Lufkin & Jenrette in NYC where he covered institutional accounts including Tiger Management, Moore Global, Chilton Investment Company, and the Jayhawk China Fund, among others. He was responsible for introducing DLJ to the Internet, connecting institutional clients to DLJ’s Equity Sales division. He has introduced over $500mm in equity capital to select companies, hedge funds, family offices, money managers, and university endowments (including UNC, Duke, and Stanford) throughout his career. Craighill graduated from St. George’s School in Newport, RI and has a Bachelor of Arts degree in English Literature and a French Minor from the University of North Carolina at Chapel Hill. He also studied WWII History at the University of London. He holds the Series 4, 7, 14, 24, 63 and 65 FINRA licenses.

T: 704-408-8119 

Location: Charleston, South Carolina

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Keith Senglaub

Managing Director, Advisory Services

Keith is a 34-year veteran of corporate finance, accounting, and operations leadership roles including C-Level positions with fast growing privately held companies ranging in size from $15mm to over $500mm in the media, entertainment, sports, business and technology services, professional services, and consumer products industries.  Most recently he served for over 10 years as CFO of Feld Entertainment, the world’s largest privately held producer of live touring and location-based family entertainment, and owner of such iconic entertainment properties as Disney On Ice®, Disney Live®, Sesame Street Live®, Marvel Universe Live®, Jurassic World Live®, Trolls: The Experience®, motor sports event series Monster Jam® and Monster Energy Supercross®, and formerly Ringling Bros.-Barnum & Bailey Circus®.  Mr. Senglaub is a licensed CPA and began his career with PricewaterhouseCoopers, leading the worldwide audits of a large publicly traded diversified media company.  Since then, he has gained significant corporate experience leading buy and sell side M&A transaction valuation, due diligence, financing and integration; negotiation and structuring of syndicated senior and subordinated debt financing; operational and legal organization analysis and restructuring; building and managing world class finance organizations, processes and systems; and implementation of financial, operating, strategic planning, and corporate governance disciplines necessary to successfully operate in a leveraged fast-growth environment.  In addition, he brings extensive strategic and operational leadership experience in information technology, risk management, customer service, fulfillment operations, commercial real estate, facilities management, and international operations in over 75 countries.  Keith earned his BS in Accounting from St. John Fisher College (Rochester, NY), and in 2009 earned his MBA in Corporate Finance from Virginia Tech.

Keith is focused on applying his extensive corporate finance, operations, and deal experience to help clients plan, prepare for, and execute on key strategic growth initiatives including financing and M&A transactions, along with providing fractional or interim CFO-level support as may be needed to achieve their objectives.

T: 571-296-3147 

Location: Sarasota, FL

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Reid Sherard

Senior Advisor, Restaurants

Prior to joining Charles Towne Reid was President and CEO as well as a co-founder of Capital Growth Advisors, LLC (CapGrow). CapGrow was a boutique advisory firm focused exclusively on the restaurant industry. With more than 30 years of finance, loan origination, M&A and advisory experience, he has focused exclusively on the franchise and chain restaurant industry since 1986. Prior to launching CapGrow in 2002, Reid held several positions with Captec Financial Group, Inc., including Senior Vice President, Sales and Marketing, member of the Board of Directors of Captec Net Lease Realty, Inc. – a publicly traded Real Estate Investment Trust (REIT); and President and co-founder of Captec Strategic Advisors, LLC. Reid was instrumental in growing Captec from a small equipment financing and leasing company to one of the largest financing firms in the franchise and chain restaurant industry. The REIT was acquired by a larger publicly-traded REIT in late 2000, and Reid departed Captec in 2002 to start CapGrow. Reid also held several positions at Franchise Finance Corporation of America (later acquired by GE Capital), including Vice President, Acquisitions. In that capacity, he directed the real estate marketing and closing activities of FFCA and was responsible for the acquisition of over $500 million of net-leased restaurant properties. This financing activity helped the company achieve its initial public offering in 1994. Reid has successfully concluded more than $2 billion in multi-unit restaurant transactions.

T: 734-904-7004 

Location: Charleston, South Carolina

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Robert Taylor

Managing Director, Head of Private Equity Coverage

Robert focuses on business development and private placement distribution across the multiple industry verticals covered at Charles Towne Holdings. Robert has spent the majority of his 15-year career within the finance sector, having served in multiple capacities across securities trading, investment banking and private equity with such firms as JPMorganChase, Wells Fargo Securities and Bayview Asset Management. In 2017, he founded Bray Ventures to support small to lower-middle market companies with implementation of strategic, operational and capital efficiencies within their existing business models. Robert’s primary focus is on structuring private placement securities offerings with coverage spanning various industry sectors such as financial technology, healthcare technology, real estate and consumer products. Robert holds a Master of Business Administration from Wake Forest University and a Bachelor of Arts in Journalism/Mass Communication from the University of North Carolina at Chapel Hill. He maintains a FINRA Series 7 securities license.

T: 980-553-0159 

Location: Charlotte, North Carolina

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Eric Thome

Managing Director, Business Development

Eric focuses on the origination and distribution of the Firm’s deals. Eric also serves as the Director of VentureSouth Charleston, an angel investing group focused on early-stage, high-growth ventures in the Southeast. The founder of Death Valley Ventures (DVV), Eric previously ran his own private equity search process to purchase the folding kayak company, Folbot. He also started GameDayBlazers.com under DVV for well-dressed college sports fans. His background is in operations and financial consulting for businesses large and small. Eric received his Bachelors in Mechanical Engineering from Clemson University and his MBA from the Darden School at the University of Virginia. He is the past president of the UVA Club of the Low Country and on the board of the Charleston County Clemson Club. He is also a partner in Social Venture Partners, a member of the Charleston Shared Future Project, a mentor with SCORE and a founding member of Charleston Coalition for Kids. Eric and his wife, Eloise, live in Charleston, SC with their two daughters, Anna and Landon.

T: 843-642-4660 

Location: Charleston, South Carolina

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Scott Watson

Managing Director, Business Development

Scott serves as a Managing Director focusing on origination and distribution. He has been working with institutional and private investors for over 25 years. At Charles Towne, Scott works with sector heads across the firm to help mid-sized private companies with working capital, and growth solutions.  Prior to joining Charles Towne, Scott was at global banks MUFG, UBS and Morgan Stanley in senior asset management and business development roles. At UBS, Scott was Head of US Short Duration Corporate Sales collaborating with the whole firm which included the investment bank and one of the largest global retail forces. Moving on to Morgan Stanley, Scott worked with corporates, foundations and public funds focusing on global liquidity management.  Earlier on, Scott spent 11 years at Bank of Tokyo-Mitsubishi, the largest bank globally at the time, focused on advising corporate defined benefit and deferred compensation plans across all asset classes.  At BTM, he sat on the asset allocation committee for subsidiary HighMark Capital Management.  Scott went on to help BTM open a NYC trust office for Union Bank of California which was majority held by BTM at the time. After a successful opening in NYC, Scott replicated this effort in Dallas, Texas opening another trust office for UBOC.  Scott has held NASD series 63 and 7 licenses for over 20 years.  In college, Scott played on the men’s tennis and golf teams.  He currently resides in University Park, Texas with his wife and two children.

T: 972-955-8838 

Location: Dallas, Texas

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Frank Wrenn

Senior Advisor, Advisory Services

Frank focuses on private debt structuring and placement, distressed asset management and strategic advisory services. Previously he was the founder of Crescent Capital Partners, a financial consulting firm, focusing on distressed debt resolution, financial engineering, restructuring, capital formation of both debt and equity, and providing strategic advice. Mr. Wrenn has over 30 years of banking and capital markets experience. Prior to founding his consulting business, he was Senior Vice President and Director of Corporate Investment Banking with both First Union and SunTrust where he held FINRA Series 7, 63, and 66 licenses. He is a graduate of Southern Methodist University, the UNC Keenan Flagler Business School executive program, and Stonier Graduate School of Banking.

T: 864-616-9526 

Location: Greenville, South Carolina

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