Ownership Success and Planning for the Liquidity Event

Pete focuses his practice on mergers and acquisitions, financing and securities matters. He has extensive experience advising public and private companies in all aspects of acquisition, divestment and strategic investment transactions. Deeply ingrained in his clients’ businesses, Pete efficiently represents the interests of his clients during these transactions. Pete’s financing experience includes advising clients on a variety of equity and debt financing transactions.

Ronald has overall leadership responsibility for the region’s investment management, trust administration, business development and private banking businesses. He has more than 35 years of experience in the wealth management industry. Prior to joining the firm, he was with Key Bank National Association, where he was most recently the national sales manager for the firm’s wealth management division.

John began his career as an industrial sales representative for Ashland Chemical and in 1984 joined The M.F. Cachat Co. as a regional technical sales representative. In 1994, he was promoted to sales director and led the expansion to the Midwest and East Coast. In 2002, John purchased the majority share and assumed the role of president and CEO. In 2015, the company was sold to IMCD with John assuming the role of president of IMCD US.

Lou is a financial and logistics industry veteran who has been involved in complex M&A transactions for nearly three decades. He has served in a variety of roles with large and small companies over his career, including board positions with private and publicly held companies. Prior to joining Proformex, Lou served as CFO as MacroPoint. From 2010 until November 2016, he was president and CEO of Panther Premium Logistics, a large transportation provider.