mergers and acquisitions journal

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More than 700 professionals who worked at Heller Financial in the 1980s and 1990s are still involved in middle-market M&A and private equity today. Here are some of the best-known folks and firms that got their start at Heller. Ultimate Incubator AMHERST ADVISORS Andy Chidester Transaction Adv. Chris Gillock Principal DIAGRAM BY INFOGRAPHICS.COM COLONNADE ADVISORS Lauralee Martin CEO JONES LANG LASALLE Eric Malchow Managing Dir. LINCOLN PARTNERS John Ebe Director SIKICH INVESTMENT BANKING Phillip Clarke III Managing Dir. THE CHICAGO CORP. TYGRIS ASSET FINANCE ADAM STREET PARTNERS Timothy Kelly Partner CAPITALSOURCE Maureen Carr Lending Team Managing Dir. Charles Huebner Managing Principal RCP ADVISORS David Asmann Co-Founder TRITON CAPITAL PARTNER Brian Demkowicz Founder HURON CAPITAL Dan Marszalek Leverage Lending Dennis Roblesky Leverage Lending BMO HARRIS BANK ANTARES CAPITAL ’96–’05 Acquired by GE Capital in 2005 GE CAPITAL Tim Ervin Managing Director ABN AMRO — La Salle Bank INVISION CAPITAL Robert Castillo Founder Steven Brown Partner Thomas Formolo Partner Marcus George Partner David Hawkins Partner CHS CAPITAL John Turner General Partner WESTVIEW CAPITAL BOUNDS EQUITY PARTNERS Mark Bound Founder GENEVA GLEN CAPITAL Jeff Gonyo Managing Director Bradley Dorchinecz Senior V.P. Robert Morgan Dir. of Private Equity NORTHERN TRUST GLOBAL ADV. Julie Goodman Managing Dir. Kevin Kenning Managing Dir. Bradley Ament Member NEW CANAAN FUNDING Earl Mix Founding Member Mark Thies Founding Member Dan Barry Sr. Managing Dir. Dave Brackett Sr. Managing Dir. Michael Chirillo Sr. Managing Dir. Timothy Lyne Sr. Managing Dir. John Martin CEO David Swanson Managing Dir. Jeannie Douglas Executive V.P. Orginations Stephen O’Connor Executive V.P., CEO Robert Wilie Director, Healthcare Leveraged Finance Laird Boulden President Ryan Golding Managing Dir., Leveraged Finance Christopher Hague Lending Team Group Head Chris Kelly Lending Team Managing Director Rhonda Martin V.P., Business Development Officer Brian Skurnik Director of Orgination & Credit John Delaney CEO Amy Heller Managing Dir., Healthcare Credit NXT CAPITAL Craig Andreed Sr. Managing Dir., Real Estate Finance Kevin Rostowsky Sr. Managing Dir. Bruce Frank General Counsel Mike Litwin Chief Credit & Risk Officer Robert Radway Chairman & CEO John Finnerty Sr. Managing Dir., Corp. Fin. Neil Rudd Chief Financial & Admin. Officer Tricia Marks Managing Director MADISON CAPITAL FUNDING Ken Leonard Co-Managing Partner KAYNE ANDERSON CAPITAL ADVISORS DYMAS CAPITAL Anne Lanser Senior V.P. MESIROW FINANCIAL Colin Cross Founder CRYSTAL FINANCIAL Tim Costello Co-Founder NEWSTONE CAPITAL Gail Fitzpartick Managing Dir. Farhaan Hassan Managing Dir. Mark King Managing Dir. Michael Marziani Managing Dir. BLUE CREST Patrick Hayes Principal GOLUB CAPITAL HELLER FINANCIAL 1919–2001 Acquired by GE Capital in 2001 MERRILL LYNCH CAPITAL ’02–’08 Acquired by Bank of America 2008 LENDING INSTITUTIONS INVESTMENT BANKS PRIVATE EQUITY LIMITED PARTNERS

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Ultimate Incubator

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Page 1: Mergers and Acquisitions Journal

More than 700 professionals who worked at Heller Financial in the 1980s and 1990s are still involved in middle-market M&A and private equity today. Here are some of the best-known folks and �rms that got their start at Heller.

Ultimate Incubator

AMHERST ADVISORSAndy Chidester Transaction Adv.

Chris Gillock Principal

DIAGRAM BY INFOGRAPHICS.COM

COLONNADE ADVISORS

Lauralee Martin CEOJONES LANG LASALLE

Eric Malchow Managing Dir.LINCOLN PARTNERS

John Ebe DirectorSIKICH INVESTMENT BANKING

Phillip Clarke III Managing Dir.

THE CHICAGO CORP.

TYGRIS ASSET FINANCE

ADAM STREET PARTNERS

Timothy Kelly Partner

CAPITALSOURCEMaureen Carr Lending Team Managing Dir.

Charles HuebnerManaging Principal

RCP ADVISORS

David Asmann Co-FounderTRITON CAPITAL PARTNER

Brian Demkowicz FounderHURON CAPITAL

Dan Marszalek Leverage LendingDennis Roblesky Leverage Lending

BMO HARRIS BANK

ANTARES CAPITAL ’96–’05Acquired by GE Capital in 2005

GE CAPITAL

Tim Ervin Managing DirectorABN AMRO — La Salle Bank

INVISION CAPITALRobert Castillo Founder

Steven Brown PartnerThomas Formolo PartnerMarcus George PartnerDavid Hawkins Partner

CHS CAPITAL

John Turner General PartnerWESTVIEW CAPITAL

BOUNDS EQUITYPARTNERS

Mark Bound Founder

GENEVA GLEN CAPITALJeff Gonyo Managing Director

Bradley Dorchinecz Senior V.P.Robert Morgan Dir. of Private Equity

NORTHERN TRUST GLOBAL ADV.

Julie Goodman Managing Dir.Kevin Kenning Managing Dir.

Bradley Ament MemberNEW CANAAN FUNDING

Earl Mix Founding MemberMark Thies Founding Member

Dan Barry Sr. Managing Dir.Dave Brackett Sr. Managing Dir.Michael Chirillo Sr. Managing Dir.Timothy Lyne Sr. Managing Dir.John Martin CEODavid Swanson Managing Dir.

Jeannie Douglas Executive V.P. OrginationsStephen O’Connor Executive V.P., CEORobert Wilie Director, Healthcare Leveraged FinanceLaird Boulden President

Ryan Golding Managing Dir., Leveraged FinanceChristopher Hague Lending Team Group HeadChris Kelly Lending Team Managing DirectorRhonda Martin V.P., Business Development OfficerBrian Skurnik Director of Orgination & CreditJohn Delaney CEOAmy Heller Managing Dir., Healthcare Credit

NXT CAPITALCraig Andreed Sr. Managing Dir., Real Estate Finance

Kevin Rostowsky Sr. Managing Dir.

Bruce Frank General CounselMike Litwin Chief Credit & Risk OfficerRobert Radway Chairman & CEOJohn Finnerty Sr. Managing Dir., Corp. Fin.Neil Rudd Chief Financial & Admin. Officer

Tricia Marks Managing DirectorMADISON CAPITAL FUNDING

Ken Leonard Co-Managing PartnerKAYNE ANDERSON CAPITAL ADVISORS

DYMAS CAPITAL

Anne Lanser Senior V.P.MESIROW FINANCIAL

Colin Cross FounderCRYSTAL FINANCIAL

Tim Costello Co-FounderNEWSTONE CAPITAL

Gail Fitzpartick Managing Dir.Farhaan Hassan Managing Dir.Mark King Managing Dir.Michael Marziani Managing Dir.

BLUE CREST

Patrick Hayes PrincipalGOLUB CAPITAL

HELLER FINANCIAL 1919–2001 Acquired by GE Capital in 2001

MERRILL LYNCH CAPITAL ’02–’08Acquired by Bank of America 2008

LENDINGINSTITUTIONS

INVESTMENTBANKS

PRIVATEEQUITY

LIMITEDPARTNERS