Northeast Ohio Chapter

Northeast Ohio Chapter

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.

Chapter Committee Members

Jay Freund

Stratford-Cambridge Group

www.scgequity.com

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

Squire Ridge Company

www.squireridgecompany.com

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.

Ron Ambrogio

BNY Mellon Wealth Management

https://www.bnymellon.com/us/en/what-we-do/wealth-management.jsp

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 Bell

CM&AA

Meaden & Moore

www.meadenmoore.com

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.

Marc Fleagle

Marc Fleagle

CM&AA

MelCap Partners, LLC

www.melcap.com

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.

Jeff Kadlic

Jeff Kadlic

Evolution Capital Partners

www.evolutioncp.com

Jeffrey Kadlic spent the first 10 years of his career making private investments in an institutional setting. Early success was achieved in large part to an entrepreneurial mindset within a corporate culture.

Michael Marhofer

Benesch

http://www.beneschlaw.com/

Michael F. Marhofer is Chair of Benesch's Private Equity Practice group, co-chair of the firm's Corporate & Securities Practice Group and a member of the firm's Executive Committee.

Timothy Meaney

Edge Point Capital Advisors

http://www.edgepoint.com

As a Vice President, Tim focuses on identifying strategic and financial prospects, performing market research, financial modeling, completing due diligence, and preparing offering memoranda.

Jeffery Phillips

Oswald Companies

www.oswaldcompanies.com

Jeff has been in the insurance business for 25 years, advising middle market companies on their insurance and risk management programs.

Justin Thomas

CPA

Cohen & Company

http://www.cohencpa.com

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.

Michael Trabert

CM&AA, CMAP, CVA, CEPA

Skoda Minotti

www.skodaminotti.com  

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.