Charles W. Stevens, Partner
Chuck has extensive experience in the operating, financial and crisis management areas. Over the past 25 years he has served in a number of capacities including President, Chief Operating Officer, Chief Financial Officer, Board of Directors member and independent business advisor to various stakeholders of lower middle market companies.
Chuck specializes in working closely with owners of middle market companies to increase shareholder value through the development and implementation of business strategies including profit improvement plans, operational turnarounds, growth strategies, improved internal controls and management reporting, debt financing, capital raises and exit strategies for various companies.
As a Partner at Deloitte & Touché, the largest accounting and consulting firm in the world, Chuck gained significant experience serving companies in the manufacturing, distribution, service, restaurant and retail industries. Chuck also has significant experience working with companies to successfully initiate and complete mergers and acquisitions, private placements and public offerings.
Thomas A. Janicki, Partner
Tom has been providing advisory and corporate finance services to companies for his entire career. Starting in the Midwest, he was a co-founder of an Investment Banking firm, and subsequently, opened the Newport Beach, California office of Diversified Pacific Partners.
Over the last 25 years, Tom has helped clients with strategies in managing and growing their business, including, acting in the role of interim CEO to achieve a targeted plan a Company wanted to implement. He has also served as a financial advisor to companies exploring a proposed sale or recapitalization of the business.
Tom has had the opportunity to work with a broad array of companies; manufacturers, distributors and retailers in a wide variety of industries including the pharmaceutical / healthcare and biotech markets.