Patrick J. Winters is a Managing Director of Legacy Capital Advisors, LLC. Mr. Winters has over twenty-four years of financial advisory experience serving clients across a diverse industry base, including: manufacturing, distribution, health care services, insurance, business services, governmental, foods, transportation, printing and packaging.
Mr. Winters has over fifteen years of investment banking experience including Mergers and Acquisitions and Private Placements of Debt and Equity serving a wide variety of both private and public market companies throughout the United States. Additionally, Mr. Winters has provided advisory services to, and participated with, Venture Capital organizations in forming new companies and securing start-up and growth capital for emerging businesses.
Prior to joining Legacy, Mr. Winters worked in the middle market investment banking department of Tucker Anthony, Inc. in Chicago, Illinois. Prior to that, he was a Vice President in the Mergers and Acquisition department of Duff & Phelps, LLC where he, Mr. Byczek and Mr. Keuper worked together and successfully executed many investment banking engagements.
Additionally, Mr. Winters has five years experience in public accounting with Deloitte and Touche in New York and Price Waterhouse in Washington, D.C., where he supervised audit and consulting engagements servicing primarily major financial and governmental organizations.
Mr. Winters received his Bachelor of Science in Accounting from Villanova University and a Master of Business Administration from the Darden Business School at the University of Virginia. Mr. Winters is a Certified Public Accountant.
Michael G. Ward is a Managing Director of Legacy Capital Advisors, LLC, bringing 23 years of financial advisory experience with large and mid-sized organizations. Mr. Ward has served clients across a variety of industries, including manufacturing, distribution, foods, entertainment, consumer retail, aviation, transportation, printing and packaging and others.
Prior to joining Legacy, Mr. Ward founded a mid-market investment banking firm which provided capital sourcing, buy-side advisory and sell-side advisory to lower middle market clients across the mid-continent of the United States. Mr. Ward worked in the investment banking and valuation practices at Duff & Phelps in Chicago, along with Mr. Winters, Mr. Byczek and Mr. Keuper.
Mr. Ward received his Bachelors Degree in Economics from Denison University in Granville, OH, and his MBA from the University of Notre Dame in South Bend, IN. He lives in Barrington Illinois with his wife and 2 children.
Kevin R. Keuper is Managing Director of Legacy Capital Advisors, LLC and has more than twenty-four years of financial advisory experience serving clients across a diverse industry base, including: manufacturing, distribution, health care services, insurance, business services, transportation, printing and packaging.
Mr. Keuper has over eighteen years of investment banking experience including Mergers and Acquisitions, Public Offerings, and Private Placements with both private and public companies throughout the United States. Mr. Keuper has been a guest lecturer on the topic of Middle Market Mergers and Acquisitions for a number of professional groups as well as numerous Master Degree programs. Mr. Keuper has demonstrated expertise in determining potential business value, acquisition and selling strategies and developing marketing materials. He is also heavily involved in identifying, contacting and qualifying potential acquirers, as well as seeing a transaction through from start to close.
Mr. Keuper's experience includes Managing Director of Duff & Phelps, LLC, President of Duff & Phelps Securities Co., and Senior Vice President of Duff & Phelps Investment Research. Prior to joining Legacy Capital Advisors, LLC, Mr. Keuper was a Senior Vice President and Portfolio Manager for Heartland Advisors, where he also served on the credit committee. Prior to that, Mr. Keuper worked for ten years in the manufacturing control systems industry for Hewlett-Packard, Xerox Computer Services and Burroughs.
Warren Jacobsen is a Managing Director of Legacy Capital Advisors. Mr . Jacobsen has over twenty five years of experience working with owners of both publicly and privately held corporations. His background has covered the full range of advisory engagements including private placements, merger/acquisition advisory, and origination of middle market buyouts as well as valuation of equity interests and intangible assets for transaction analysis, tax planning, and litigation support. Mr. Jacobsen has written and lectured on a variety of corporate finance topics and has testified as an expert witness in valuation disputes.
Prior to Legacy, Mr. Jacobsen was Managing Director of Valuemetrics Capital, LLC where he was responsible for the firm wide investment banking activities including fairness opinions, merger/acquisition advisory and private placements. Additional advisory experience has included a Chicago based private equity firm responsible for acquiring and managing middle market manufacturing companies, and valuation advisory experience with Arthur Andersen & Co. and Arthur D. Little, Inc.
Mr. Jacobsen received his Bachelor of Science, Civil Engineering from Valparaiso University and a Master of Business Administration, Finance from Loyola University.
Robert C. Byczek is the founder and a Managing Director of Legacy Capital Advisors, LLC. Mr. Byczek's business activities are focused on providing high quality Merger and Acquisition Advisory Services to middle market companies in a wide variety of industries. Mr. Byczek has over thirty years of financial advisory experience in helping middle market business owners achieve success in the capital markets. Mr. Byczek is also sensitive to the challenges middle market business owners face. During Mr. Byczek's career, he has successfully owned, operated and sold businesses.
Before founding Legacy Capital Advisors, LLC, Mr. Byczek was the Chief Operating Officer and Head of Investment Banking at Duff & Phelps, LLC. Mr. Byczek started the Investment Banking Practice in 1990. In this role, he generated and managed numerous investment banking engagements for a wide variety of middle market businesses. In 1996, Mr. Byczek co-led the sale of the majority control of Duff & Phelps, LLC to Webster Financial Corp.
Prior to joining Duff & Phelps, Mr. Byczek was a Senior Vice President of Merrill Lynch's Middle Market Investment Banking Group where he was responsible for the business unit and engaged in all aspects of mergers, acquisitions, divestitures, buy side and capital raising for middle market businesses. Earlier in his career, Mr. Byczek was an auditor with Price Waterhouse and Co.
Mr. Byczek received his Bachelor of Science in Accounting and Finance from Northern Illinois University. Mr. Byczek is a Certified Public Accountant.
Dan Barron has over 30 years of experience in the trust industry advising families and managing closely held businesses. For the past 25 years, Mr. Barron has worked exclusively with private business owners helping them reach goals for both their companies and families. Mr. Barron has extensive experience with succession planning, corporate governance, and the challenges associated with integrating family and company goals.
Prior to advising Legacy, Dan had a thirty year career with The Northern Trust Company in Chicago where he was a Senior Vice President and the Managing Director of the Family Business Group. At Northern Trust, Mr. Barron managed a portfolio of family-owned businesses which entailed participating on numerous boards of directors, successfully achieving clients’ business and family goals, and managing liquidity events. Mr. Barron received his MBA from the Kellogg Graduate School of Management at Northwestern University and has the Accredited Senior Appraiser in Business Valuation designation from the American Society of Appraisers. He is the co-author of Selling Your Business for More which was published by Palgrave Macmillan in 2010 and was the author of several articles in Northern Trust’s WEALTH Magazine.
Craig P. Baskin has over thirty years of experience in the health care industry. Mr. Baskin has extensive technical expertise and experience with pharmaceutical and medical device companies as well as health care service providers. His scientific background, coupled with his corporate finance experience, enable him to provide unique perspective to our clients.
Prior to advising Legacy, Mr. Baskin was Senior Vice President with Putnam Investments where he analyzed pharma companies, PBM’s, drug stores, and medical device companies. Prior to Putnam, Mr. Baskin was with Loomis Sayles where he followed pharma, medical device, hospital supply, and biotech companies. Additionally, Mr. Baskin was a Managing Director with Duff & Phelps Securities where he ran the health care practice and followed pharma companies. Mr. Baskin has additional experience with Vector Securities and Duff & Phelps Investment Research. Prior to his work in financial services, Mr. Baskin held senior research positions with Polaroid and Merck.
In addition to his Chartered Financial Analyst (CFA) designation, Mr. Baskin earned an MBA from Northwestern University, a Doctorate in Chemistry from the University of California, Berkeley, and a BS degree with High Honors and distinction from the University of Illinois.
William S. Blackmore has over thirty years of strategic management experience including mergers, acquisitions, and divestitures. He has had P&L level responsibility across a wide variety of manufacturing companies.
He has been at Actuant Corporation (formerly Applied Power Inc.) a $500mm company since 2004. Mr. Blackmore serves as Executive Vice President of Engineered Solutions. Prior to joining Actuant, Mr. Blackmore served as President of Integrated Systems, Americas at APW Ltd., from 2000 to 2001 and as President, Rexnord Gear and Coupling Products ('Rexnord') from 1997 to 2000. Prior to 1997, he held various senior management positions.
Mr. Blackmore has participated in over twenty mergers and divestitures in his various roles throughout his career across wide spectrum of manufacturing companies. Mr. Blackmore has demonstrated expertise in evaluating and executing business strategies, acquisition and divestiture tactics and strategies, acquisition assimilation, and business management. Mr. Blackmore earned his undergraduate degree from the University of Wisconsin and an MBA from the University of Louisville.
Mr. Boje serves on the Advisory Board of Legacy Capital Advisors and has extensive experience in insurance including, sales and marketing, regulatory affairs, financial management, underwriting, and actuarial reporting. Mr. Boje co-founded Benicorp Insurance Company, a provider of group health and life insurance. Mr. Boje was involved in all aspects of the business with primary responsibilities including operations, compliance, and information technology.
Benicorp grew from a startup enterprise to a company licensed in 28 states and gross revenues of approximately $100 million. Mr. Boje’s previous experience includes the Indiana Department of Insurance where he served as Deputy Commissioner in charge for consumer services. Additionally, Mr. Boje was General Council and VP of Operations for a group carrier and General Council to a disability carrier.
Mr. Boje graduated from Purdue University with a Bachelor of Science in Industrial Management and a Juris Doctor from the Indiana University School of Law.
John Hanak serves on the Advisory Board of Legacy Capital Advisors. Mr. Hanak is the director of Purdue University’s technology incubator and has extensive experience in virtually all areas of business organizations, with particular emphasis in strategic and business planning, organizational design, operations, human resources, labor relations, and corporate law. Also, Mr. Hanak is co-founder of North Riverside Partners, a consumer electronics and technology commercialization firm.
Previously, Mr. Hanak served as President, CEO and board member of Digital Innovations, a Chicago-based technology product development and marketing firm, where he positioned proprietary consumer electronics accessory products in over 40,000 retail outlets worldwide. Additionally, Mr. Hanak worked extensively with DI’s investment bankers, its audit firm, and the investor community. At Ispat Inland Steel, a $2.3 Billion subsidiary of Ispat International, NV, Mr. Hanak managed all administration and legal matters.
Mr. Hanak graduated from Valparaiso University with a Bachelor of Science degree, and graduated with distinction with a Juris Doctor from the John Marshall Law School. He serves on a number of corporate and volunteer boards, including Shure, Inc., Time Pilot Corporation, The Challenger Center of Northwest Indiana, and the National Council of the College of Business Administration at Valparaiso University.
Brett Lamont has over 20 years of experience in manufacturing. He functioned as COO and CFO for supplier to the recreational vehicle and manufactured housing industries until the company sold in 2015. He was responsible for capital expansion, financial management, personnel and many other operational facets of the company.
Mr Lamont has also worked for both private and public banks serving in various roles including loan workout, middle market lending, and credit management. Mr. Lamont holds a bachelor’s degree in Economics and Management from Purdue University and an MBA from Indiana University. He also holds a degree from the Graduate School of Banking at The University of Wisconsin.
Al Moschner has nearly forty years of strategic management experience with growing companies, in addition to mergers, acquisitions, and divestitures. He has had P&L level responsibility across a wide variety of communications and technology companies.
Mr. Moschner has held various management and consulting positions with a number companies including Leap Wireless, Verizon Communications, International Business Machines, and Zenith. He has served in a wide range of capacities and roles including Chief Operation Officer, Chief Marketing Officer, President & CEO, and Vice Chairman. Additionally, he currently serves on several Boards of Directors including Cleveland Wireless, Wintrust Financial Corporation, USAT Technologies, the Kellogg School of Management, and the Archdiocese of Chicago Finance Council.
Mr. Moschner has participated in a wide variety of transactions including mergers and divestitures in his various roles throughout his career. Mr. Moschner has demonstrated expertise in evaluating and executing business strategies, acquisition and divestiture tactics and strategies, acquisition assimilation, and business management. Mr. Moschner earned his undergraduate degree from The City College of New York and MS in Electrical Engineering from Syracuse University.
Jeff Wells has over 40 years of manufacturing expertise. He recently retired as President and Chief Executive Officer of Wells Cargo, Inc., a major multi-plant manufacturer of specialized and production trailers. His company specialized in custom built units for a wide variety of applications in many different markets from the construction trailer market to the concession and food service industry to personal use trailers. Mr. Wells' expertise includes all phases of the manufacturing, including manufacturing production control, purchasing, sales, service and management at the highest levels.
He serves on numerous Boards of Directors of several privately held companies as well as the Elkhart General Hospital Foundation and the Elkhart Community Foundation Board. He has served on the Board of Directors for Society National Bank of Indiana and Society National Bank – Elkhart District. He has chaired the Greater Elkhart Chamber of Commerce, the Elkhart General Hospital, and the Indiana University Varsity Club National Boards of Directors.
Mr. Wells' education includes a Bachelor of Science degree in Business from Indiana University. His military duty consisted of six years in the Indiana National Guard.