Pentvia Brochure


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Pentvia Brochure

  1. 1. Pentvia Partners, LLC Milwaukee County War Memorial Center 750 North Lincoln Memorial Drive | Suite 411 Milwaukee, WI 53202 P 888 436 1835 F 262 436 1745Milwaukee | Madison
  2. 2. Merger and Acquisition Advisors for the Lower-Middle MarketFIRM OVERVIEW Pentvia Partners is a merger and acquisition advisory firm working with closely held businesses in the lower-middle market. Clients consist of growth-oriented companies considering a merger or acquisition strategy, divestiture of a product line, a need for equity capital, or desire to restructure debt.TRANSACTIONS Advisory services fall within (5) categories: Mergers, Acquisitions, Divestitures, Equity, and Debt. These service offerings allow Pentvia to focus on continued growth for our client’s company, employees, and community.INDUSTRY FOCUS Generalists with a preference toward Niche Manufacturing, Distribution, Industrial/OEM, and Consumer/Business Services.CLIENT FOCUS Privately-held, growth-oriented, and going-concern businesses having annual revenues between $2 million and $20 million. Geographic focus in the Upper Midwest (USA).Pentvia Partners provides guidance to assist in the continued growth and expansion for small businesses.We provide our clients with:  Direct small business operating experience that helps us understand your needs  Deal experience in a variety of service and manufacturing industries  An aggressive value-added strategy - whether an acquisition, a divestiture or a need for capital  Simplified engagement terms  Low-risk and flexible fee structures  The development of a transaction strategy that is results-oriented If you would like to discuss how Pentvia Partners may be able to assist you, please contact us. Please be assured, all communications will be held in strictest confidence.
  3. 3. Christopher Zuzick Todd Manderfield Managing Partner Executive Vice President tmanderfield@pentvia.comChristopher began his career in Milwaukee in 1987 in the Todd brings an established background in marketing andmanufacturing industry, holding senior management roles sales management within manufacturing and distribution.and demonstrating consistent capacity to increase sales, Todd earned his Bachelors Degree in Marketing from theboost profits, and direct efficient operations. In 1999, Chris University of Wisconsin-Whitewater in 1994. He thentook a Vice Presidency role within an M&A firm assisting worked for a manufacturer of specialty lighting products,privately-held enterprise companies. From there, Chris headquartered in Milwaukee, where he held various roles inserved as Principal with the M&A division of a full service Marketing, Customer Service, and Sales Management. Toddaccounting firm. In 2003, he established his own practice to joined a manufacturers’ representative agency in 2002 andprovide small to mid-sized business owners with the same helped establish the firm’s Milwaukee office. In 2004, Todddepth and quality of service found in larger M&A firms. worked for General Electric’s Industrial Division where hisChris holds an MBA from Cardinal Stritch University and is a responsibilities included sales coordination and projectCertified Merger & Acquisition Advisor with the Alliance of management for a number of high profile construction andMerger and Acquisition Advisors. He is a member of the energy efficiency projects.Association of Corporate Growth-Wisconsin and an Adjunct Todd is a member of the Chicago chapter of the TurnaroundProfessor at the Kellett School at Lakeland College. Chris is Management Association (TMA). He is an active member ofthe past Chairman of the Sussex Economic Development the Muskego Economic Development Committee and is aCommittee and is active with the Sussex Soccer Club. Volunteer with Make a Difference Wisconsin.
  4. 4. Greg Larson Terry Sivesind Partner Partner tsivesind@pentvia.comGreg is Managing Partner of Cedar Tree, LLC Investments. Terry brings a tenured background in marketing, businessGreg was employed by DEMCO, Inc. of Madison from 1984 development, and general management to Pentvia. He is anto 2001, including service as President|CEO from 1989 to experienced entrepreneur who has co-founded and has2001. He is a Director of The Wisconsin Cheeseman, Anchor served on senior management teams for several successfulBank SSB, both of Madison, and of Myron Manufacturing biotechnology companies including Promega, PanVera andCompany of Maywood, New Jersey. Mirus Corporations.Greg’s previous affiliations include: Director of Meriter Terry has been a part of the Madison-area biotech industryHealth Services and Wingra Technologies, Inc. of Madison, for more than 20 years. His career began at Ohio MedicalDirector of the Bank of Milwaukee, and Director of Milsco Products, which eventually became Datex-Ohmeda, and isManufacturing Company, Milwaukee. Greg previously now GE Healthcare. He has served in strategic managementserved as Chairman of the National Business Direct (Mailers) positions with four biotech start-up firms, along with, anGroup and served as Director of the United Way of Dane investment firm connecting financing with the life scienceCounty and as Campaign Chairman. entrepreneur. Terry is a co-founder of the angel investorGreg received a B.S. in Management from the University of network, Wisconsin Investment Partners. He holds a B.S. inWisconsin-Whitewater in 1972, and his Executive M.B.S. Economics and an MBA in Finance from the University offrom the University of Wisconsin-Milwaukee in 1981. Wisconsin-Madison.
  5. 5. EXPERIENCEThe following tombstones are representative of client transactions successfully completed by our professionals.
  6. 6. EXPERIENCE The following tombstones are representative of client transactions successfully completed by our professionals. NETWORKS Pentvia Partners is proud to be a member of the following organizations: Association for Corporate Growth Turnaround Management Association The Paranet Group www.paranetgroup.comGlobal association for professionals involved in International non-profit association dedicated to The Paranet Group provides responsive personalcorporate growth, corporate development, and corporate renewal and turnaround management. service, professional coaching and mentoring,mergers and acquisitions. Members are leaders in Members are a community of corporate renewal and a professional community for the purpose ofcorporations, private equity, finance, and service and turnaround professionals sharing a common continuous improvement through the sharing offirms focused on building value within and interest in strengthening the economy through the ideas, problem-solving techniques, best practiceamongst their organizations. restoration of corporate value. experiences and Lean Principles.
  7. 7. Pentvia Partners, LLC Milwaukee County War Memorial Center 750 North Lincoln Memorial Drive | Suite 411 Milwaukee, WI 53202 P 888 436 1835 F 262 436 1745Securities offered through Cape Securities, Inc. | member FINRA/SIPC/MSRB | 2005 Pennsylvania Avenue | McDonough, GA 30253 Jan11 | photos courtesy of Neil Rongstad Photography