Leadership Team

Brian Dragon*

Senior Managing Director
Email: bdragon@finneagroup.com
Phone: (248) 792-3121

Brian Dragon is a Senior Managing Director of FINNEA Group. Mr. Dragon brings over 20 years of middle market corporate finance and investment banking experience, including M&A advisory for privately held, publicly traded, and private equity firms. In addition, Mr. Dragon is a recognized leader of institutional capital raises focusing on second lien, subordinated mezzanine, redeemable and convertible preferred securities used to finance acquisitions, organic growth and shareholder recapitalizations. He served as Managing Director of W.Y. Campbell & Company and co-founded a local investment bank prior to FINNEA Group. Previously, he worked at Comerica Bank and Arthur Andersen. Mr. Dragon currently serves on the board of directors of former clients in which he successfully raised acquisition capital. Mr. Dragon graduated from Michigan State University with an engineering degree and earned an MBA from the University of Michigan Ross School of Business, where he graduated first in his class. Mr. Dragon is a registered representative of StillPoint Capital and holds the Series 63, 79, and 82 certifications.

James Klunk*

Senior Managing Director
Email: jklunk@finneagroup.com
Phone: (248) 792-3103

Jim Klunk is a Senior Managing Director and co-founder of FINNEA Group. Mr. Klunk focuses on providing financial advisory services for companies seeking to grow through acquisition, divest all or a portion of the business, raise third-party capital or other capital markets transactions. Mr. Klunk has over 20 years experience advising middle market clients in M&A transactions, business valuations, capital markets transactions and asset management. Prior to founding FINNEA, Mr. Klunk founded LonePine Capital Advisors, a successful middle market investment banking firm. Prior to founding LonePine, Mr. Klunk worked at Macquarie Capital (USA) where he led several buyout transactions and advised numerous companies with acquisitions, divestitures, joint ventures, capital sourcing, leveraged recapitalizations and various forms of strategic planning. He began his career at Ernst & Young Corporate Finance in 1996 which later became Giuliani Capital Advisors (post acquisition). Prior to joining E&Y, Mr. Klunk worked for over four years as a financial analyst for a Fortune 1000 Company. He spent more than three years of this time living and working in Latin America. He also worked as a treasury analyst for General Motors involved in overseas and trade finance. Mr. Klunk received his MBA with Distinction from the University of Michigan School of Business and his BA in Finance from Miami University.

Thomas McDonald*

Senior Managing Director
Email: tmcdonald@finneagroup.com
Phone: (312) 445-6325

Thomas McDonald is a Senior Managing Director and co-founder of FINNEA Group with 25 years of investment banking and corporate finance experience. Prior to forming FINNEA, Mr. McDonald worked at Macquarie Capital (USA) Inc. He was responsible for advising public and private companies in acquisitions, divestitures, and debt and equity financing placements. Mr. McDonald was also responsible for sourcing and executing principal investment and private equity transactions for Macquarie and its investment funds. Prior to Macquarie, he was a Managing Director for Giuliani Capital Advisors in its Chicago office. Mr. McDonald also previously worked for Ernst & Young Corporate Finance, LLC where he gained international experience while spending three years in London where he advised a wide range of clients on assignments based in the UK, continental Europe and the Middle East, as well as initiating and structuring cross-border transactions. Prior to Ernst & Young, Mr. McDonald was employed with General Motors Corp. in a corporate finance capacity where he was one of the founding employees of GM’s subsidiary, Saturn Corporation. Mr. McDonald has acted as lead financial advisor on transactions in a wide variety of industry sectors including packaging, plastics, contract manufacturing, building and industrial components, marine services and shipping, logistics, distribution and metals. Mr. McDonald received his BBA from the University of Michigan and his MBA in Finance from the University of Notre Dame. Additionally, he has guest lectured and taught seminars on a variety of topics including corporate acquisitions and divestitures, business valuation and shareholder value analysis.

Joseph Novak

Senior Managing Director
E-mail: jnovak@finneagroup.com
Phone: (248) 792-3100

Joe Novak is a Senior Managing Director and co-founder of FINNEA Group. In his role, Mr. Novak manages FINNEA’s Restructuring and Financial Planning and Analysis practices. Mr. Novak focuses on developing and implementing turnaround plans involving companies, customers, banks and other parties-in-interest in the manufacturing and distribution sectors. He has over 15 years experience advising clients in the areas of operational, financial and strategic consulting. His clients have included large, publicly traded Tier One and privately-held automotive suppliers, diversified manufacturing and distribution companies, banks, private equity funds and unsecured creditors. Prior to forming FINNEA, Mr. Novak founded a boutique restructuring firm, The Novak Group, and previous to that has worked in the manufacturing restructuring practices of Macquarie Capital and Conway MacKenzie & Dunleavy. Mr. Novak is a Certified Turnaround Professional (CTP) as designated by the Turnaround Management Association and a member of the American Bankruptcy Institute. He received an MBA from the University of Michigan and a BS in Engineering from Michigan State University.