Our primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.
An AM&AA chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential members and other alliance opportunities.
Prior to joining Stratford-Cambridge Group, Mr. Freund’s 25+-year career has been focused upon the financial transaction sector, including investment banking, and principal investing in private equity, mezzanine, and limited partnership commitments. Mr.
Steven Ross has been an active private equity investor since the 1990s and is President of Squire Ridge Company, LLC, a Cleveland-based holding company that acquires micro-cap market niche manufacturing, value-added distribution and select service companies in the Midwest.
BNY Mellon Wealth Management is among the nation’s leading wealth managers, with more than 225 years’ experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift program
Lloyd advises business owners on the strategies necessary to build long-term shareholder value. He assists his clients with value growth – seeking opportunities to build value and understanding risks that erode value – with the goal of helping to achieve the business owner’s liquidity goals.
Mr. Fleagle brings experience in both financial analysis and banking operations to MelCap Partners. As an Associate, Mr. Fleagle assists in conducting industry research, formulating financial models, and drafting offering memos, proposals, and presentations, along with other marketing materials.
Justin’s clients rely on his experience and responsiveness to provide actionable, real-time advice during the due diligence process. Knowing there is no “one-size-fits-all” approach, he tailors the due diligence process to the circumstances and needs of each engagement.
Mike is a partner and leader of the firm's Transaction Advisory Services group. He is a Chartered Merger and Acquisition Professional, a Certified Exit Planning Advisor and a Certified Merger and Acquisition Advisor.