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Joe
McCaul is the president and founder of Joseph Associates International, Inc. He holds an MBA from Case Western Reserve University and engineering degrees from the Polytechnic University. Joe has also earned the M&A Sources’ advanced designation of Merger & Acquisition Master Intermediary now held by fewer than 100 individuals worldwide and has been admitted to American Mensa. Joe previously had been a Group VP and board member of EVALCA, the US subsidiary of a publicly-traded Japanese chemical company. Before joining EVALCA, Joe spent 16 years with British Petroleum (formerly Standard Oil of Ohio). He led the international sales and licensing activities for one of their specialty chemical businesses. During his tenure in the corporate world, he was able to visit and do business in more than 40 countries. Joe has served on the board of directors for the World Trade Center of Illinois and DuPage Executive Network. He was a committee chair within the Naperville Area Chamber of Commerce and now serves on the Membership Development Committee of the Chicagoland Chamber of Commerce. He is a member of the M&A Source, International Business Brokers Association as well as Midwest Business Brokers and Intermediaries. |
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Zane
Cohn has provided a broad range of sophisticated legal & intermediary
services primarily to owners of closely-held businesses for 40 years. His
client firms have been in a broad range of industries and sizes. They have
included domestic and foreign purchasers & sellers of businesses; enterprises
engaged in recapitalizations, workouts and restructurings. He has helped
arrange equity and debt financings and has been licensed as a business broker
since the inception of the Illinois Business Broker Act of 1995. Mr. Cohn
received his law degree from Harvard Law School in 1967. He is a member
of the American Bar Association's Federal Regulation of Securities Committee
and past Chairman of the Illinois State Bar Association's Corporations,
Securities and Business Law Section Council. He is also a member of the
Association for Corporate Growth, Midwest Business Brokers & Intermediaries
and the Turnaround Management Association. |
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Joe Farinella has
been an entrepreneur his entire career, consistently producing outstanding
financial results by successfully forecasting business and market trends.
In 1982, Joe founded Zanzara International, Ltd. – a men’s
accessory design and manufacturing company based in Chicago. In nearly
two decades, Joe grew annual revenues to $10+ million using both the
Zanzara brand as a private label vehicle as well as through various licensing
agreements. Joe served as the lead negotiator in the sale of the company
in November 1999. Since the sale of Zanzara, Joe has consulted a number
of clients in the furniture, housewares and fashion industries in the
areas of sales and distribution, operations, marketing, design, licensing
and merchandising. Joe holds a B.S. in Marketing from Northern Illinois
University. Joe is also a licensed Illinois Real Estate Agent. |
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John Lafferty has been a business advisor to corporate
and privately held business enterprises for more than 40 years. He holds
a B.S. in Accounting from Bradley University in Peoria and an M.B.A. from
Northeastern University in Boston. He is currently a member the International
Business Brokers Association and several professional organizations including
The Illinois CPA Society, Midwest Society of Professional Consultants,
MBBI, Turnaround Management Association and The Midwest Entrepreneurs’
Forum. |
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Tom
Long possesses a unique set of skills acquired during his corporate
career in the software and management consulting industries. His employers
and clients included such firms as Computer Associates, KPMG, Ernst &
Young, Anderson Consulting and Oracle. He has experience in all aspects
of business operations including: strategic planning, sales and marketing,
finance and accounting, human resources management and technology management.
Tom holds an M.S. in Computer Science, Rensselaer Polytechnic Institute
and an M.A. in English, Rutgers University. He is a member of Midwest Business
Brokers & Intermediaries and has been active in the Chicagoland Chamber
of Commerce. |
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Dr.
Craig McCall advises executives and consults with companies on leadership,
management and communications in order to strengthen their talent and
teams. He provides a unique approach
integrating an expertise in interpersonal dynamics when consulting and
coaching clients. Craig is a Registered Corporate Coach and a member
of the Worldwide Association of Business Coaches. He is an Assistant
Professor at Loyola University and holds a doctorate in psychology from
the Illinois School of Professional Psychology and a bachelor’s degree
from Boston College. |
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Ken McCaul has been a licensed business broker since 2002, is a
licensed Illinois Real Estate Broker and holds a BS in marketing from the
University of South Florida. Ken is active in the Chicago business community
helping clients and organizations adopt new and emerging technologies. In
April of 2007, Ken was the featured presenter to a record audience at the
University of Chicago's Graduate School of Business' Entrepreneurial Roundtable.
He is a past board member of the Naperville YMCA, an advisory board member
supporting the Naperville Heritage Society and an active member of the World
Trade Center of Illinois. |
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Bill
Price is an attorney with extensive experience in international
and national transactions, capital sourcing and corporate law. He
currently serves as the Chairman for the Corporation, Securities, and
Business Law Section Council of the Illinois State Bar Association. He
is an Adjunct Professor, High Technology Entrepreneurship and Business
Law with the Illinois Institute of Technology. Bill
chaired the subcommittees of the Secretary of State's Corporation Laws
Advisory Committee which drafted the Illinois Limited Liability Companies
Act. He is a 1978 graduate of Duke University School of Law, and holds
a Masters in Public Policy Sciences from Duke issued that year, as well. |
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Ted
Schultz is a licensed CPA in Illinois and Certified in Production
and Inventory Management by the American Production and Inventory
Control Society (APICS). He has over thirty years of experience in
financial and general management. Ted has served as CFO and Controller
for both large and small public and privately held companies and
has taught finance, accounting and operations management at the graduate
and undergraduate level. He is actively involved in the Illinois
CPA Society. He is a member of the American Institute of Certified
Public Accountants, The Illinois CPA Society, APICS, Financial Executives
International, MBBI, IBBA and The University of Chicago GSB Club
CEO Roundtable. |
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Ann Thoma The 1st half of Ann's 30-year career was in operations,
where she came to CEO attention – as an expert implementer –
known for practical solutions. Prior to joining Joseph Associates, Ann was
corporate spokesman for publicly traded companies, operating in the U.S.
and abroad, including United Airlines, Illinois Central Railroad, and Wisconsin
Central Transportation Corporation defining and communicating the investment
thesis, including the key operating drivers of cash flow. Ann also represents
companies and individuals seeking to acquire businesses. She particularly
enjoys helping first-time buyers navigate the intricacies to achieving successful
business ownership. Ann consults on business planning, intellectual capital,
and corporate communication. She was awarded an MBA, with honors, from the
University of Chicago and earned her undergraduate degree, in economics
with highest honors, from Elmhurst College, Ann is a licensed business broker,
a member of MBBI, and is active in the Naperville Chamber of Commerce. |
