TRANSACTION ANNOUNCEMENT: Dream Giveaway, a portfolio company of AAVIN Equity Advisors, has been acquired by Jumbo Interactive (ASX:JIN)

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TRANSACTION ANNOUNCEMENT: FINNEA provided strategic and automotive industry expertise to Valore Holdings in its acquisition of Mirai Casting Group, a subsidiary of Proterial, Ltd.

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TRANSACTION ANNOUNCEMENT: FINNEA’s consulting practice provided financial, operational and strategic advisory to Carolwood LP in its acquisition of Indian Motorcycle from Polaris Inc.

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TRANSACTION ANNOUNCEMENT: Greenleaf Book Group, a portfolio company of AAVIN Equity Advisors, has been acquired by BlackBern Partners.

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TRANSACTION ANNOUNCEMENT: FINNEA Group advises JB Poindexter & Co in their sale of MIC Group Master Manufacturer to Special Opportunity Value Fund.

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TRANSACTION ANNOUNCEMENT: FINNEA Group advises Grosse Ile Bridge Co. in their sale to Grosse Ile Township.

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Bulge Bracket Experience | Boutique Level Service

Investment Banking

& Consulting Services

World-class investment banking, strategic, financial and operational consulting expertise 

FINNEA Insights

Trust

Respect

Integrity

Credibility

Experience

FINNEA Group

Our firm leverages deep experience, creativity and tenacity to provide exceptional investment banking, consulting services and capital solutions to its clients. FINNEA offers extensive strategic and financial advice on mergers and acquisitions, capital transactions* and financial and operational consulting services, including Technology Enablement.

Our Pedigree

Our professionals have executed thousands of transactions ranging from middle market to Fortune 500 in size, with broad experience across a wide array of industries.

investment
Banking

Since its founding, FINNEA Group has established itself as a leading provider of investment banking services.

Located in Birmingham, Michigan, Chicago, Illinois, Grand Rapids, Michigan and Nashville, Tennessee, our investment banking team consists of forward-thinking, creative financial experts who have the vision, talent and expertise to help businesses execute transactions successfully.

Investment Banking
Sell-Side Advisory
Capital SOLUTIONS
Buy-Side Advisory
MERGERS AND ACQUISITIONS TRANSACTIONS

Consulting
Services

FINNEA Group offers a comprehensive suite of consulting services to its clients to help them transform, rebuild, and grow.

With its broad array of consulting services, FINNEA helps businesses identify their strengths, pinpoint their weaknesses, and develop solutions to attain their business goals.

AI Adoption
Financial Planning & Analysis
Office of the CFO
Performance Improvement
Restructuring
Technology Enablement
Non-profit Consulting Practice
Consulting Engagements

Getting to KnowFINNEA

A quick introduction to the industries we serve and where we work.

What industries does FINNEA Group specialize in?

FINNEA Group is industry-agnostic with transaction and consulting experience across aerospace & defense, automotive, business services, consumer, energy, environmental services, food services, healthcare, industrials, infrastructure, logistics, manufacturing, technology, packaging, and other diversified sectors.

See companies we have provided consulting services for here.

See mergers and acquisition transactions we have been involved in here.

Where is the firm geographically focused?

The firm advises clients across the United States and has extensive experience supporting global and cross-border transactions. Our consulting practice serves clients all over the world.  We maintain offices in Birmingham, Michigan; Chicago, Illinois; Grand Rapids, Michigan; and Nashville, Tennessee.

Learn more about our firm here.

Investment Banking & M&A

Answers to the questions owners ask most when considering a sale, a capital raise, or another strategic transaction.

How long does a sell-side process usually take?

A company sale process is typically six months from kickoff to the consummation of a transaction. The time frame depends on market conditions, company preparedness, buyer interest, and transaction complexity. FINNEA Group manages the process from preparation through closing to help maintain momentum and minimize disruption to operations, all while maximizing value for the client.

What transaction sizes does FINNEA Group typically advise on?

FINNEA is focused on serving companies ranging from middle market to Fortune 500. Investment banking engagements typically involve privately-held founder-owned businesses. Consulting engagements involve middle-market and large corporate companies.

See the Mergers and acquisition transactions we have been involved in here.

What is a typical fee structure if I want to hire FINNEA to help sell my business?

Our fee structure is largely performance-based. While we charge a modest upfront retainer, the majority of our compensation is contingent upon successfully completing a transaction. In most cases, our success fee is calculated as a percentage of the total transaction value, which aligns our interests with our client – we succeed only when our client succeeds.

Contact us to learn more.

What types of buyers does FINNEA Group contact during a sale process?

FINNEA Group conducts targeted outreach to a broad network of qualified buyers, including strategic acquirers, private equity firms, family offices, independent sponsors, and industry consolidators. Buyer selection is tailored to each client’s industry, growth profile, transaction objectives, and valuation goals to create a competitive and efficient sale process. In addition to our vast network in the buyer community, we invest in and maintain extensive databases and other buyer research tools to aid in the process.

Do you work with founder-owned businesses?

Yes. FINNEA Group frequently works with founder-owned and family-owned businesses, evaluating succession planning, liquidity events, recapitalizations, or full exits. The firm understands the operational, financial, and personal considerations involved in founder-owned transactions and provides tailored advisory support throughout the process.

What types of transactions does FINNEA advise on?

FINNEA advises on mergers and acquisitions, divestitures, recapitalizations, carve-outs, strategic alternatives, debt and equity capital raises, and other complex corporate finance transactions. See examples here.

How does FINNEA Group determine valuation?

FINNEA utilizes a combination of financial analysis, comparable company data, precedent transactions, market conditions, growth outlook, and operational performance, led by experienced professionals with deep market and transaction knowledge, to develop a comprehensive valuation perspective tailored to each client and transaction.

Can FINNEA Group help if I am not ready to sell yet?

FINNEA Group works with business owners to evaluate future strategic options, growth initiatives, succession planning, and long-term exit preparation. Early planning often leads to better transaction outcomes when owners are ready to pursue a sale.

Consulting Engagements

What an engagement looks like, and how our financial, operational, and technology teams support clients.

How long is a typical consulting engagement?

Consulting engagements vary based on the scope and complexity of the project and can range from a few weeks to more than eighteen months. FINNEA Group remains engaged for as long as needed to help clients achieve their financial, operational, or technology-related goals. Upon completion of each consulting engagement, FINNEA provides training and documentation to ensure clients realize the full benefits of the engagement. See examples here.

What consulting services does FINNEA specialize in?

FINNEA specializes in carve-out advisory, Financial Planning & Analysis, Office of the CFO support, performance improvement, Quality of Earnings analysis, technology enablement, AI adoption, restructuring, and nonprofit consulting.

See our services here.

What Financial Planning and Analysis services does FINNEA provide?

FINNEA provides Financial Planning and Analysis services including financial modeling, Quality of Earnings analysis, due diligence, budgeting, cash flow management, operational improvement, and post-acquisition support to help clients improve performance and execute strategic initiatives.

What operational consulting services does FINNEA Group offer?

FINNEA provides operational consulting services including operational due diligence, process and workflow optimization, cost reduction initiatives, supply chain and production efficiency improvements, manufacturing system design, product and SKU profitability analysis, and turnaround support to help clients improve operational performance and drive long-term value creation.
James DePorre is an Analyst for FINNEA Group.
James DePorre
Analyst
248.260.6277
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James is an Analyst at FINNEA Group, focusing primarily on mergers and acquisitions transactions and financial and strategic advisory services. Prior to joining FINNEA Group, James completed an internship with FINNEA Group, during which he obtained experience in M&A strategy and financial analysis. James holds a degree in Finance (BBA) from Michigan State University.

Jace Copeland is an Analyst for FINNEA Group.
Jace Copeland
Analyst
231.373.6714
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Jace is an Analyst at FINNEA Group, focusing primarily on mergers and acquisitions transactions, and financial and strategic advisory services. Prior to joining FINNEA Group, Jace completed internships with Auxo Investment Partners and FINNEA Group, during which he obtained experience in private-sector M&A strategy, private equity, and financial analysis. Jace holds a degree in Finance (BBA) from Grand Valley State University.

Education

Grand Valley State University (BBA)

Isaac Rop - Associate
Isaac Rop
Associate
616.881.1610
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Isaac is an Associate at FINNEA Group, focusing primarily on mergers and acquisitions transactions, capital formation, and financial and strategic advisory services. Prior to joining FINNEA Group, Isaac completed internships with Goldman Sachs and the International Justice Mission (IJM), during which he obtained experience in public- and private-sector strategy and financial analysis. Isaac holds a degree in Politics, Philosophy, and Economics (PPE) from Calvin University.

Education

Calvin University (BA)

Matthew Miller - Associate
Matthew Miller
Associate
586.612.4946
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Matthew is an Associate at FINNEA Group, possessing experience in mergers & acquisitions and business strategy across various markets. Matthew recently served as a Corporate Development Analyst at Action Title Research, where he was responsible for the Company's growth strategy through strategic partnerships, M&A transactions, and venture investments. Additionally, Matthew has held internships at Calder Capital, Jefferies Financial Group, and OneStream Software, where he gained valuable experience in Mergers & Acquisitions, Investment Banking, Financial Reporting, and more. He received his BA in Business Administration (Finance) from Grand Valley State University with a minor in Accounting.

Education

Grand Valley State University (BA)

Austin Darket - Director
Austin Darket
Director
248.921.3882
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Austin is a Director at FINNEA Group with ten years of professional experience working in roles that include financial planning & analysis, mergers & acquisitions and accounting. Austin re-joined FINNEA Group after holding positions on the corporate development teams of two Fortune 500 companies. He previously worked for FINNEA Group for four years where he gained experience in FP&A, as well as, in advising founder and family-owned businesses on the sale of their companies to both strategic and financial acquirers.

Austin's FP&A experience includes charts of accounts mapping, three-statement modeling and cash flow acceleration initiatives. Notably, Austin was engaged to construct a detailed financial model for the merger of two $50+ million trucking companies, inclusive of expected synergies. Subsequent to the merger, he created a terminal-level annual operating plan and monthly reporting tool for 27 terminals that captured detailed financial metrics and key operational KPIs.

Prior to his time at FINNEA Group, Austin worked for a Big Four accounting firm. His professional experience spans several industries that include automotive, industrials, transportation and healthcare. Austin holds both a Bachelor of Business Administration and a Master of Accounting degree from the Ross School of Business at the University of Michigan. Austin is a registered Certified Public Accountant in the State of Michigan.

Education

University of Michigan (BA), (MSA)

John Stewart - Senior Director
John Stewart
Senior Director

John has 25 years of industry experience as a consultant, line manager and project manager for domestic and international supply chain clients. John’s relevant experience includes supply chain network design, transportation planning, distribution center design, trade compliance assessment and dedicated fleet outsourcing analysis. John received a Bachelor of Science in Finance in addition to a Master's of Science in International Management.

Frank Murdock - Senior Director
Frank Murdock
Senior Director

Frank is a process engineering and improvement specialist with over 30 years of experience. Mr. Murdock is a Master Six Sigma Certified professional with extensive capabilities to resolve quality and cost problems. Frank received his Bachelor of Science in Engineering Science as well as a Masters of Science in both Applied Mathematics and Industrial Engineering.

Tony Majszak - Senior Director
Tony Majszak
Senior Director
Tony has over 25 years of experience as an interim senior executive, engineer and engineering manager, internal process engineering and product development specialist. His expertise lies in improving operational and financial performance, managing business units and small companies, managing facility consolidations and product transfers. Tony received his Lean Manufacturing Certification from the U of M Center for Professional Development. He is also on the Board of Examiners for Florida’s Sterling Award.
Muhammad Asif - Senior Director
Muhammad Asif
Senior Director
Muhammad has nearly 30 years of experience in a variety of manufacturing, engineering and plant management roles. He has strong global manufacturing experience and management perspective. Muhammad holds a Bachelor of Science in Manufacturing Engineering as well as a Lean Manufacturing Specialist Certification.
Bill Fetterman - Operations Partner
Bill Fetterman
Operations Partner
248.792.3106

Bill has expertise in the interaction of operations and financial management for under-performing businesses. He brings extensive experience in operations, cost analysis and quality improvement initiatives that can help companies improve their profitability. He has assisted clients in understanding cost structures and profitability and has developed plant, product, and customer strategies to restore profitability. Prior to founding Advanced Manufacturing Group, Bill was a Director with Conway MacKenzie & Dunleavy’s turnaround consulting practice for seven years. Mr. Fetterman was also a Manager at Plante & Moran in the Management Consulting Services group for five years. Prior to that, he worked in a variety of operational roles in the semiconductor industry in Boston, Massachusetts. He has designed and implemented numerous world-class improvement systems, including Lean Manufacturing Systems and initiatives that drive manufacturing efficiency and improve financial performance.

Bill is a Certified Quality Engineer through the American Society for Quality; is a Certified Management Accountant through the Institute for Certified Management Accountants; is Certified in Production and Inventory Management by the American Production and Inventory Control Society; and has served as a member of the Michigan Quality Council Board of Examiners. He holds a Bachelor of Arts degree from the University of Michigan and a Master of Business Administration with a specialty in Operations Management from Boston University, with honors.

Education

University of Michigan (BA)

Boston University (MBA)

Ken Perry - Senior Associate
Ken Perry
Senior Associate
313.303.3604
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Ken has over 8 years of FP&A, mergers & acquisitions, and venture capital experience. Prior to rejoining FINNEA for his second stint with the firm, he worked in the FP&A group at DexKo Global where he oversaw long-term forecasting and data analytics, and held critical roles in budget development and management reporting. While at DexKo, he completed the financial modeling to support the $3.4 billion sale of the company from KPS Capital Partners to Brookfield Business Partners.

During his first stint with FINNEA, Ken participated in sell-side advisory transactions with the M&A group and created operational and financial models to support client decision-making with the FP&A group. Before making the switch to corporate finance, Ken spent time in venture capital with GreenHills Ventures and regulatory compliance with Forex Capital Markets and Societe Generale Corporate & Investment Banking.

Ken graduated magna cum laude with his Bachelor of Arts in Economics from Morehouse College.  He then went on to obtain his Juris Doctor from the New York University School of Law and is a member of the New York Bar.

Education

Morehouse College (BA)

NYU School of Law (JD)

Anna Boomer - Office Manager
Anna Boomer
Office Manager
248.410.2417
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David Marvin - Executive Advisor
David Marvin
Executive Advisor
313.590.9402
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David serves as an Executive Advisor at FINNEA Group. In this capacity, he advises clients in the areas of private capital sourcing, restructuring and succession planning. He joined FINNEA Group in January 2017 following a 36-year career with Comerica Bank, most recently as the Executive Vice President of its Midwest Corporate Banking where he oversaw a multi-billion commercial loan portfolio. David has served on various charitable boards including The Campaign Council for United Way of Southeastern Michigan, the Economic Development Board of the Greater Detroit Chamber of Commerce, the Board of the Michigan Chamber of Commerce, The Metropolitan Affairs Coalition and the Board of CATCH (Caring Athletes Team for Children’s and Henry Ford Hospitals).

Education

Central Michigan University (BS)

Alex Blitstein - Vice President
Alex Blitstein
Vice President
248.792.3106
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Alex is a Vice President at FINNEA Group, possessing experience in audit and assurance. Prior to joining FINNEA, Alex worked in the Assurance group at PwC specializing in Asset and Wealth Management, as well as Power and Utility audits. Alex received his Bachelor of Arts in Accounting from Michigan State University – Eli Broad College of Business.

Community Engagement

Association of Corporate Growth (ACG) Detroit – NextGen Committee Member

Education

Michigan State University (BA)

Jeff Rodabaugh - Director
Jeff Rodabaugh
Director
419.889.0576
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Jeff brings 10 years of experience in various Accounting and FP&A roles, the most recent of which was in the position of Plant Controller overseeing all accounting functions, reporting, and management of the accounting team for CSP, a Tier-1 supplier to FCA. Jeff holds a degree from the University of Findlay in Financial Accounting. The majority of Jeff’s career has been spent building a strong set of professional skills in the automotive industry.

Jeff’s strong foundation in costing, coupled with a sound understanding of operational activities, has improved company profitability through the implementation of multiple cost savings projects. With his knowledge of GAAP-related reporting in the traditional financial three-statement modeling, Jeff has been able to present internal comprehensive summaries to various audiences, from lower management to the CFO. Additionally, Jeff has held corporate consolidation roles that have allowed him to publish external financial reports to Shareholders, Board of Directors, and other financiers. Jeff has developed a strong acumen in building unique financial models surrounding inflation as well as general financial forecasting by leveraging his knowledge of multiple ERP systems (Syteline, Epicor, AS400, & QAD), MS Excel, Phocas BI analytics, SQL databases, HFM, OneStream and Ops Rx, among others.

Jeff is versatile in providing both a bottom-up and top-down approach to financial forecasting and reporting, allowing him to provide the best strategies for clients looking to improve profitability in an increasingly competitive market.

Education

University of Findlay (BS)

Chris Harnadek* - Vice President
Chris Harnadek*
Vice President
248.792.3116
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Chris is a Vice President at FINNEA Group, with over 5 years of financial advisory experience across a variety of industries. Chris’s areas of focus include mergers & acquisitions, financial and operational modeling, cash flow management (e.g., liquidity forecasting, order to cash, etc.), process improvement and systems integration. Prior to joining FINNEA, Chris worked in Deloitte’s Business Valuation practice where he provided pre-and-post deal analytics and valuation insights for large public- and privately-held companies. Chris received his Bachelor of Arts in Finance from Michigan State University and his Master of Science in Finance from the Cox School of Business at Southern Methodist University.

Education

Michigan State University (BA)

Southern Methodist University (MS)

Josh Shaw - Director
Josh Shaw
Director
248.792.3117
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Josh is a Director at FINNEA Group, specializing in merger and acquisitions transactions, valuations, financial and strategic advisory services. His transactional experience is primarily sell-side M&A advisory for privately-owned, middle-market businesses across a variety of industries. Prior to joining FINNEA, Josh worked at a large Tier-1 automotive supplier, leading global projects across multiple teams. During his time with the company, it went public on the London Stock Exchange and successfully acquired another Tier-1 supplier.

Josh received both his MBA and BS in Business Administration (Finance), from The University of Detroit Mercy.

Community Engagement

Exit Planning Institute (EPI) SE Michigan Chapter – Leadership Team

Education

University of Detroit Mercy (BS/MBA)

Andrew Crawford - Director
Andrew Crawford
Director
248.792.3115
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Andrew has over 10 years of data analytics and FP&A experience. He has substantial experience in sales forecasting, process improvement, systems integration and financial modeling. Prior to joining FINNEA, Andrew worked at Arden Companies where he lead their Forecasting and Analytics teams and oversaw budget development, client negotiations and financial reporting. Andrew received his Bachelor of Business Administration, with honors, from the Ross School of Business at the University of Michigan.

Education

University of Michigan Ross School of Business (BBA)

Nick Junttila - Director
Nick Junttila
Director
516.219.0968
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Nick has more than 15 years of experience providing a broad range of financial advisory services, including corporate development, enterprise risk management, investment banking, restructuring, valuation and transaction advisory services. Nick has extensive experience with advanced financial modeling, including complex integrated business models, cash flow forecasting, and discounted cash flow models. Prior to joining FINNEA, he was in the financial advisory services groups at B. Riley, UHY and Stout Risius Ross. Earlier in his career, he was part of Donnelly Penman & Partners’ investment banking team. He began his career in a financial analyst role within the enterprise risk management, capital advisors, and corporate development groups of Comerica.

Nick is an active member of the Detroit CFA Society and is a Level III candidate in the Chartered Financial Analyst (CFA) program. In addition, he earned his CVA designation from the National Association of Certified Valuators and Analysts. He earned a bachelor’s degree in Corporate Finance from Wayne State University and an MBA from Walsh College.

Education

Wayne State University (BS)

Walsh College (MBA)

Mita Bhavsar - Director
Mita Bhavsar
Director
248.792.3105
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Mita brings over 20 years of experience, spending the last 17 years building a strong professional career in the automotive industry. Mita began her career in Information Technology developing financial reporting for the banking sector. Her unique approach to data modeling allowed her to build creative analytical solutions using a variety of tools, including SQL databases, HFM, Power BI, Excel (including VBA macros), SharePoint, Campfire Interactive, SAP Business Objects, Price f(x), and Ops RX, among others. These skills were fundamental in building her financial acumen in FP&A, Chart of Accounts mapping, Sales Forecasting, Financial Modeling, Cash Forecasting, Consolidations, and M&A. Prior to joining FINNEA, she worked at Champion Laboratories where she held executive-level positions from Director of FP&A to interim Chief Financial Officer. Mita was instrumental in providing key analysis for financial activities during the acquisition process of Champion Laboratories from UCI International to First Brands Group.

Mita received her Bachelor of Mathematics (with honors), with a minor in Economics (Finance Specialization), from the University of Waterloo in Ontario, Canada. Understanding the changing face of business, she became a certified Diversity & Inclusion facilitator in 2017. In her spare time, Mita volunteers as a Math Evangelist, promoting STEM education for at-risk young women at various institutions, including the University of Toledo and Imagination Station.

Education

University of Waterloo (BM)

Dustin Hill* - Managing Director
Dustin Hill*
Managing Director
616.249.2505
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Dustin is a Managing Director at FINNEA Group and has substantial mergers & acquisitions, finance strategy, corporate finance, and business strategy experience. His transaction background is comprised of sell-side M&A advisory transactions, buy-side M&A advisory transactions, and debt and equity capital raise advisory. Prior to joining FINNEA Group, Dustin spent several years with Ernst & Young where he worked in Financial Advisory, advising his clients on business and financial strategy through rapid assessments, bench-marking, and business optimization. He has experience across a range of industries including industrials, manufacturing, business services, healthcare, technology, food & beverage, automation, and plastics.

Dustin received his MBA from The University of North Carolina – Chapel Hill and his BSBA with a double major in Finance and Real Estate Development from Central Michigan University. Dustin is a registered representative of StillPoint Capital and holds the SIE, Series 63 (Uniform Securities Agent State Law), and 79 certifications (Investment Banking).

Community Engagement

Association of Corporate Growth (ACG) Western Michigan – Board Member
Association of Corporate Growth (ACG) Western Michigan – Programming Committee Member

Education

Central Michigan University (BSBA)

University of North Carolina (MBA)

David Svoboda - Director & CFO
David Svoboda
Director & CFO
734.968.3035
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David is a Director and the Chief Financial Officer for FINNEA. He has extensive experience in providing financial management and turnaround advisory services to clients within the automotive and general manufacturing sectors, and has expertise in financial modeling, liquidity forecasting and cash management. Prior to joining FINNEA, David was most recently a Senior Vice President with Macquarie Capital.

He has also served as an advisor to automotive suppliers ASC, Inc. and AZ Automotive, both portfolio companies of the private equity firm Questor Management Co. Prior to joining Questor, he was a Plant Controller with Guardian Industries and began his career as an auditor with Arthur Andersen. Dave is a registered Certified Public Accountant (State of Michigan 1998) and holds a BBA from the University of Michigan.

Education

University of Michigan Ross School of Business (BBA)

Andrew Ottaway - Senior Managing Director
Andrew Ottaway
Senior Managing Director
248.792.3131
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Andrew (“Drew”) Ottaway is a Senior Managing Director of FINNEA Group. Andrew has over 30 years of banking experience, including numerous roles in corporate finance and commercial banking. Prior to joining FINNEA Group, he served as President of Flagstar Bank with oversight of all banking businesses, corporate finance and operations. Prior to that, he held numerous roles in commercial banking at Comerica Bank and the National Bank of Detroit.

Andrew received an MBA from the University of Detroit and a Bachelor’s degree from Miami University.

Education

Miami University (BA)

University of Detroit Mercy (MBA)

Joe Novak - Senior Managing Director
Joe Novak
Senior Managing Director
248.792.3100
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Joe 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. Joe 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 25 years of 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, Joe 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. Joe 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.

Education

Michigan State University (BS)

University of Michigan Ross School of Business (MBA)

Thomas McDonald - Senior Managing Director
Thomas McDonald
Senior Managing Director
312.445.6325
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Thomas is a Senior Managing Director and co-founder of FINNEA Group with over 30 years of investment banking and corporate finance experience. Prior to forming FINNEA, Thomas worked at Macquarie Capital (USA) Inc. He was responsible for advising public and private companies in acquisitions, divestitures, and debt and equity financing placements. Thomas 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. He 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, Thomas 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. He 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. Thomas received his BBA from the University of Michigan Ross School of Business 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.

Education

University of Michigan Ross School of Business (BBA)

University of Notre Dame (MBA)

Jim Klunk* - Senior Managing Director
Jim Klunk
Senior Managing Director
248.792.3103
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Jim is a Senior Managing Director and co-founder of FINNEA Group. He focuses on providing financial advisory services for companies seeking to grow through acquisition, divesting all or a portion of the business, raising third-party capital or other capital markets transactions. Jim has over 25 years of experience advising middle-market clients in M&A transactions, business valuations, capital markets transactions and asset management. Prior to founding FINNEA, Jim founded LonePine Capital Advisors, a successful middle-market investment banking firm. Prior to founding LonePine, he 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.

Jim began his career at Ernst & Young Corporate Finance in 1996 which later became Giuliani Capital Advisors (post-acquisition). Prior to joining EY, he 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.

Jim received his MBA with Distinction from the University of Michigan Ross School of Business and his BA in Finance from Miami University.

Education

Miami University (BA)

University of Michigan Ross School of Business (MBA)

Brian Dragon* - Senior Managing Director
Brian Dragon*
Senior Managing Director
248.792.3121
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Brian is a Senior Managing Director of FINNEA Group. He brings over 25 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, Brian is a recognized leader in institutional capital raises focusing on second lien, subordinated mezzanine, redeemable and convertible preferred securities used to finance acquisitions, organic growth and shareholder recapitalizations. Prior to FINNEA Group, he served as Managing Director of W.Y. Campbell & Company and worked at Comerica Bank and Arthur Andersen.

He currently serves on the board of directors of former clients for which he successfully raised acquisition capital. Brian 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. Brian is a registered representative of StillPoint Capital and holds the Series 63 (Uniform Securities Agent State Law), 79 (Investment Banking), and 82 certifications (Private Securities Offerings).

Education

Michigan State University (BS)

University of Michigan Ross School of Business (MBA)