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CRAIN’S CLEVELAND BUSINESS
WWW.CRAINSCLEVELAND.COM
MARCH 17 - 23, 2014
Baldwin Wallace names leader of business admin division By TIMOTHY MAGAW tmagaw@crain.com
Baldwin Wallace University has tapped John P. Lanigan to lead its division of business administration after Linda Bluso said she would vacate the post after less than three years to pursue other opportunities in business and law. At present, Lanigan serves as director of Baldwin Wallace’s Center for Innovation and Growth. Before joining Baldwin Wallace last year, Lanigan retired as an executive vice president and chief marketing officer for BSNF Railway Co., a Berk-
ON THE WEB Story from: www.crainscleveland.com shire Hathaway company headquartered in Fort Worth, Texas. His appointment is effective March 31. Lanigan, a graduate of the U.S. Coast Guard Academy, earned his MBA from Baldwin Wallace. Besides his work at BSNF, Lanigan held posts at Schneider National Inc., a large truckload motor carrier. He also served as president and CEO of Logistics.com from 2000 until 2002. The company eventually was sold to
Manhattan Associates, a publicly traded logistics software firm. “He brings an impressive background of leadership in military service, large publicly held companies and a technology startup that will serve us well in this important position,” said Baldwin Wallace president Robert Helmer in a statement. Baldwin Wallace did not say where Bluso would be headed, but indicated she would available to assist with the transition. Bluso joined the university in April 2011. Previously, she was partner-incharge for the Cleveland office of law firm Brouse McDowell.
“He brings an impressive background of leadership in military service, large publicly held companies and a technology startup that will serve us well in this important position.” – Robert Helmer, president, Baldwin Wallace University, on John P. Lanigan “We are grateful for the leadership Linda Bluso has provided during her time here,” Helmer said in
the statement. “In just under three years, she has led efforts to reshape the physical setting for our programs, refine our academic programs in business and to connect the business community and our alumni with our business program. She also has provided helpful insights for strategic planning for the business program and the broader university. We wish her well.” Meanwhile, Baldwin Wallace named Lacey Kogelnik interim director of the Center for Innovation & Growth. Kogelnik has served as the center’s growth practice director since 2011. ■
NORTHEAST OHIO INVESTMENT BANKS LISTED ALPHABETICALLY(1)
Company Address Phone/Website
Year founded
# of local investment bankers
BellMark Partners LLC 635 W. Lakeside Ave., Suite 606, Cleveland 44113 (216) 575-1000/www.bellmarkpartners.com
2009
Boenning & Scattergood(2) 3333 Richmond Drive, Suite 345, Beachwood 44122 (216) 378-1430/www.boenninginc.com
Headquarters
Specialties
Chief investment banker(s)
Top local executive Title
9
Cleveland
Merger advisory services, restructuring, valuations and fairness opinions, strategic alternative reviews
Dave Gesmondi
Dave Gesmondi managing director
1914
4
Philadelphia
Banking, insurance, water and infrastructure, manufacturing, retail and consumer products, health care, public finance
Charles Crowley Michael Voinovich
Charles Crowley Michael Voinovich managing directors
Brown Gibbons Lang & Co. LLC 1111 Superior Ave., Suite 900, Cleveland 44114 (216) 241-2800/www.bglco.com
1989
24
Cleveland
Mergers and acquisitions advisory services, debt and equity placements, financial restructurings, valuations, fairness opinions
Michael E. Gibbons
Michael E. Gibbons senior managing director, principal
Bruml Capital Corp. 1801 E. Ninth St., Suite 1620, Cleveland 44114 (216) 771-6660/www.brumlcapital.com
1986
5
Cleveland
Merger advisory services, sell-side and buy-side transaction advisory services, raising private capital, valuation and fairness opinions
Robert W. Bruml Andrew S. Gelfand James R. Deitzer
Robert W. Bruml president
Candlewood Partners LLC 526 Superior Ave. East, Suite 1200, Cleveland 44114 (216) 472-6660/www.candlewoodpartners.com
2001
7
Cleveland
Capital formation, real estate, intellectual property, advisory services, mergers and acquisitions, restructurings, and ESOPs
Glenn Pollack William Vogelgesang Steve Latkovic
Steve Latkovic managing director
Carleton McKenna & Co. 1801 E. Ninth St., Suite 1425, Cleveland 44114 (216) 523-1962/www.carletonmckenna.com
2001
5
Cleveland
M&A advisory (sell-side), capital raising and valuation advisory
Paul H. Carleton Christopher J. McKenna Dominic M. Brault
Paul H. Carleton, managing partner; Christopher J. McKenna, managing director
Chautauqua Consulting 8365 King Memorial Road, Kirtland Hills 44060 (440) 520-5864/www.chtaqua.com
2010
2
Kirtland Hills
Manufacturing, distribution, industrial products and service businesses nationwide
Richard Sippola
Richard Sippola president
Cohen Capital Advisors 1350 Euclid Ave., Suite 800, Cleveland 44115 (216) 774-1100/www.cohenca.com
2004
1
Cleveland
M&A advisory services - manufacturing, electrical equipment, telecommunications, metals, business services, health care, specialized consulting services
James Lisy
James Lisy managing director
EdgePoint Capital Advisors 3700 Park East Drive, Beachwood 44122 (216) 831-2430/www.edgepoint.com
2000
11
Beachwood
Manufacturing, distribution, technology, chemicals, transportation, industrial products, health care
Thomas Zucker Dan Weinmann Paul Chameli
Thomas Zucker president
Emprise Partners 3201 Enterprise Parkway, Suite 200, Cleveland 44122 (216) 292-0003/www.emprisepartners.us
1989
1
Cleveland
A merchant-banking firm which provides middle market buy-side representation to corporations and private Mathew J. Hanson equity groups. Over 50 buy-side transactions completed.
Evarts Capital LLC 20600 Chagrin Boulevard, Suite 495, Cleveland 44122 (216) 991-1201/www.evartscapital.com
1975
2
Merger and acquisition advisory services, sell-side and Shaker Heights buy-side transaction advisory services, capital placement Todd Peter and financial restructurings
Harris Williams & Co. 1900 E. Ninth St., 20th floor, Cleveland 44114 (216) 689-2400/www.harriswilliams.com
1991
6
Richmond, Va.
Sell-side and acquisition advisory, restructuring advisory, board advisory, private placements and capital markets William P. Watkins advisory services
William P. Watkins managing director, head of business development
Holmes Hollister & Co. 1111 Superior Ave. E., Suite 1400, Cleveland 44114 (216) 937-2320/NA
2000
3
Cleveland
General industrial, transportation, specialty materials, Internet, for-profit education
John B. Hollister III Douglas Q. Holmes
John B. Hollister III partner
KeyBanc Capital Markets 127 Public Square, Cleveland 44114 (216) 689-4119/www.key.com/corporate/capital-markets/ keybanc-deals.jsp
2003
115
Cleveland
Consumer, health care, industrial, oil and gas, utilitiespower and renewables, real estate, technology, public sector and diversified industries
NA
Randy Paine president
Laux & Co. 672 W. Liberty St., Medina 44256 (330) 721-0100/www.lauxco.com
1994
NA
Medina
Boutique investment banking firm providing middlemarket, privately-held companies with comprehensive financial and strategic advisory services
William J. Laux
William J. Laux president
League Park Advisors 1100 Superior Ave. East, Suite 1650, Cleveland 44114 (216) 455-9985/www.leaguepark.com
2010
12
Cleveland
Mergers and acquisitions, recapitalizations, capital raising, and outsourced corporate development
J.W. Sean Dorsey
J.W. Sean Dorsey, founder, CEO Brian E. Powers managing director
MelCap Partners LLC 1684 Medina Road, Suite 102, Medina 44256 (330) 239-1990/www.melcap.co
2000
4
Medina
Middle-market investment banking firm focusing on M&A advisory, private placement of debt and equity capital and general advisory services
Albert D. Melchiorre, Robert T. Pacholewski, Marc A. Fleagle, Kevin W. Bader
Albert D. Melchiorre president
Merkel & Associates Inc. 29325 Chagrin Blvd., Suite 101, Pepper Pike 44122 (216) 831-1440/www.merkelandassociates.com
1986
4
Pepper Pike
Manufacturing, distribution, business services
NA
Nicholas B. Merkel, president Pete Peterson managing director
ParaCap Group LLC 6150 Parkland Blvd., Suite 250, Mayfield Heights 44124 (440) 869-2100/www.paracapgroup.com
2006
5
Cleveland
Insurance, real estate, financial institutions, environmental services, energy, industrial
Will Areklett Jeff Boyle Jason Wolfe
Will Areklett, president Jeff Boyle managing director
Red Hawk Associates Ltd. P.O. Box 24905, Cleveland 44124 (216) 245-7879/www.redhawkassociates.com
1998
3
Pepper Pike
Mergers and acquisitions, corporate finance, debt restructuring
David Brown
David Brown managing director
Vetus Partners 1300 E. Ninth St., Suite 600, Cleveland 44114 (216) 333-1840/www.vetuspartners.com
2006
NA
Cleveland
Distribution and logistics, engineered products, automation, controls and electrical products and services, specialty materials
Jay K. Greyson
Jay K. Greyson managing director, principal
Western Reserve Partners LLC 200 Public Square, Suite 3750, Cleveland 44114 (216) 589-0900/www.wesrespartners.com
2004
27
Cleveland
Mergers and acquisitions, capital raising, financial opinions and valuations, restructuring and bankruptcy
Ralph M. Della Ratta
Ralph M. Della Ratta managing partner
Source: Information is supplied by the companies unless footnoted. Crain's Cleveland Business does not independently verify the information and there is no guarantee these listings are complete or accurate. We welcome all responses to our lists and will include omitted information or clarifications in coming issues. Individual lists and The Book of Lists are available to purchase at www.crainscleveland.com. (1) Numbers as of Jan. 1, 2014. (2) Office opened in January 2013.
Mathew J. Hanson managing director G. William Evarts partner
RESEARCHED BY Deborah W. Hillyer