Beechwood Capital Advisors
Client Focused Solutions for the Middle Market
Selling your company is a complex journey. At Beechwood, we start with a proven process to prepare your company for sale. We work closely with our clients through evey step of the sale process. Our process utilizes our extensive relationships with both strategic and financial buyers to develop multiple interested parties and a range of monetization options for your business. We manage the selling process in close communication with management to ensure the process is transparent. In short, we help you navigate the complexities and uncertainties of selling. Chat with us to learn more.
Beechwood recognizes that revenue growth can be accelerated through complementary acquisitions. Our team is skilled in locating target companies, assessing value and understanding strategic benefits for your current company. Our due diligence process begins with an assessment of the targets' business relationships, value propositions, business processes and financial strengths to evaluate the efficacy of merging the businesses together. Beechwood's capabilities extend to assisting you in integrating the company's business, systems and staff to make the transition as seamless as possible. Beechwood can also locate appropriate financing for the transaction. Ask us about our acquisition roadmap.
Beechwood can help your company secure capital for expansions, acquisitions, working capital and capital projects. We go beyond the simple act of locating capital, since our process includes developing a sales memorandum that includes your company’s financials, business practices, customer base and other factors that help you attract capital. Beechwood's years of experience can help get to the core of what lenders and investors value. Ask us about our process.
Founded in 2003 by a team of experienced professionals, Beechwood's team has deep experience in commercial banking, investment banking and management consulting. Our principal offices are located in New York and New Jersey, with strong relationships throughout the United States and Europe. Our clients have come from a wide range of industries. We have managed acquisitions, mergers, divestitures, business sales and financial transactions for companies valued between $5 million and $350 million dollars.
Beechwood Capital Advisors has had extensive experience in preparing and successfully selling companies and raising capital. We believe that a successful transaction is often a function of detailed preparation which results in a clear and compelling story for investors. Such preparation can be as simple as recommending that reviewed or audited financial statements must be obtained and as complex as suggesting and implementing strategic and operational changes that help the seller to enhance sales and EBITDA prior to a sale.
We do not go to market until we have a clear and compelling case for investors and have previewed that story with investors thus saving you time and money.
Much of the expertise discussed above is employed in our turnaround advisory services, family transition and business growth strategies services.
Beechwood Capital Advisor partners have had extensive experience in strategy, finance and operations in Europe and can help global companies comply with complex regulations throughout the EU. Our partners have worked with numerous household name companies throughout Europe, South America and Asia. Beechwood Capital Advisors extends its team with professionals in every discipline needed to make your transactions smooth and cost effective. We have a national network of vetted Attorneys, Accountants, Commercial Bankers and Wealth Managers to broadly support our clients' requirements.
Beechwood Capital Advisors partners have worked with companies in many industries. Below is a partial list of our sector experience. Please contact us for a more complete listing.
Cyber Security and IT Services
Food and Beverage
Paper and Packaging
Distribution and Logistics
Oil and Gas
Mr. Conroy is a partner at Beechwood Capital Advisors. He has over 30 years of experience in investment and commercial banking as well as consulting. He has led and executed numerous and complex leveraged transactions. Mr. Conroy has provided debt and investment banking services to public, private, domestic and international corporations in consumer products, energy, food and beverage, infrastructure, manufacturing, medical, mining and minerals, retail, transportation and warehousing. Mr. Conroy has been involved in debt and capital raising transactions representing total consideration in excess of $25 billion.
Prior to co-founding Beechwood’s predecessor The Rockland Group in 2003, Mr. Conroy was a managing director in Millburn Capital Group and Amper Investment Banking. At Dresdner Kleinwort Wasserstein, Mr. Conroy was head of the Leveraged Finance Group in New York and founded the Real Estate Group and the Public Finance Group. At Dresdner, Mr. Conroy was also responsible for developing and monitoring investments in private equity groups related to Dresdner’s Leveraged Finance Business. Prior to Dresdner, he served in various capacities at Fortis Capital, Citibank and PNC.
Mr. Conroy received a BS and MBA in accounting from The Kelley School of Business at Indiana University. Mr. Conroy is registered with FINRA as a General Securities Principal (Series 7, 63, 27, 79 and 24 licenses).
Mr. Valenti is a partner with Beechwood Capital Advisors. He has been involved in the financial services industry and business sectors since 2008, when he joined Plainfield Asset Management, a hedge fund in Greenwich Connecticut as a Senior Advisor. The firm managed in excess of five billion dollars of capital and had a diverse portfolio to include real estate, defense and aerospace, retail, gaming and waste recycling. His responsibilities included oversight and management of the firms portfolio companies and performing due diligence on perspective investments. He took over a distressed portfolio company for the firm, restructured it and sold it to a strategic buyer in the recycling and industrial space in 2011.
Post the sale of the company in 2011, he has been active in the private equity, venture capital and consulting spaces. He has deep industry knowledge in the security, counter terrorism, governmental and waste recycling spaces.
He started his career with The Port Authority of New York and New Jersey police department in 1985 eventually becoming the agencies first Chief of Counterterrorism post 911. While there he sat on The Federal Bureau of Investigation’s Joint Terrorism task force executive management team in New York, where he held top-secret clearance. He retired from the agency in 2008 and held the rank of Deputy Chief of the department. He managed a four hundred million dollar budget and sat on the New Jersey governor’s domestic preparedness task force and was the departments representative for labor relations.
Mr. Valenti has sat on several private company boards and is currently in the process of joining the board of a public company in the aviation space. He is an elected official and sits on the board of education in Chatham, New Jersey.
He is a commentator for several media outlets in the New York area and has been featured on New Jersey Power and Politics discussing counterterrorism and preparedness.
He holds an undergraduate degree in Business Management from New Jersey City University and has an M.B.A from St. Peters University.
Mr. Sinopoli is a Partner with Beechwood Capital Advisors and has extensive experience in sales, marketing and business development spanning 35 years, focusing on introducing new technologies into the marketplace. He has worked with established organizations as well as start-up companies.
He began his career with the IBM Corporation and has held positions at other technology companies including Savin Business Machines, Nixdorf Computer, Dennison Manufacturing and Enable Software. He was Founder and President of Boston CADD Systems and the President of the Computer Systems Division of BitWise Designs. He was also a Managing Director with the business advisory firm Schwartz Heslin Group.
As a member of the Schwartz Heslin Group from 1995 to 2003, he worked with over 50 new technology companies who were searching for investment partners and worked with senior executives to develop and execute business, marketing and sales strategies to secure capital.
Mr. Sinopoli was an adjunct professor teaching courses in marketing, sales management and advertising at Boston University Metropolitan College, where he was the recipient of the 1987 Outstanding Teacher of the Year award. He also taught a graduate course in entrepreneurship in the MBA program at SUNY Albany for five years and at Union College for one year.
He received a BBA in Industrial Management 1965 and was a member of the Board of Directors of the Adelphi University Alumni Association and Past President of the Capital District Chapter of Adelphi Alumni.
John Stolk, PHD
Mr. Stolk is a partner with Beechwood Capital Advisors. Mr. Stolk’s consulting and advisory work combine best practices in both the US and Europe. His clients are US and European privately held companies, PE Firms and Brokerage Firms. He is a subject matter expert on the operational management, financial advisory and procurement fronts. He also has aviation and defense experience combined with a military background. His eclectic background and research on leadership and sales techniques have enabled him to develop a unique platform to assist companies perform at peak levels.
Working in Europe after leaving the Military in 1991, he founded Checkmate Survival & Leadership, which operated for seven years as a unique outdoor leadership program called "Manage to Survive". From 1996 to 1998, he worked at Compendium BV, a Netherlands consulting company, which provides procurement, operations, and financial advisory services. At Compendium, John worked with household names throughout Europe including Volkswagen Audi, AngioDynamics, Burlington Air Express, Unisource Satellite Services, Nokia, KLM (Royal Dutch Airlines), Medtronics, ScanSped, Swiss Air and Telefonica.
Mr. Stolk has executive management experience and was a manager at General Electric from 1999 to 2002. Upon leaving GE he formed ECG, a global executive counsulting firm, which uses comprehensive proprietary analysis capabilities to help clients from a wide variety of industries create high-performance businesses.
He has also created a program that enhances sales performance and communication within organizations, "Change at the Speed of Thought". The seminar is an extraordinary tool that helps fortune 500 companies optimize human capital. He has presented the seminar to financial advisory firms, the insurance industry and one of the largest accounting firms in the World.
Mr. Stolk has a BSc in Economics (86), MBA (94) and a Doctorate in Business (98). He served in the Royal Netherlands Marine Corps from 1986 to 1991.
Mr. Cohen is on the Advisory Board for Beechwood Capital Advisors. He is an experienced global medical device, biotechnology and pharmaceutical executive having served as President and CEO of several companies with full P&L responsibility. Mr. Cohen has built and maintained investor, clinical, distribution, executive, technology, venture capital, and investment banking relationships that he has successfully leveraged for over 35 years.
Most recently he founded and grew an enterprise to a $90-plus million valuation over seven years through technology development, creating and commercializing two products, extensive partnering and business development activities, regulatory and reimbursement success, and $31 million in fund raising. Prior to this venture, Mr. Cohen built significant shareholder value as a CEO through technology, product and business development, followed by the successful sale of the company to a larger entity.
Over his career, which includes more than two decades in senior-most management positions with the Pfizer Hospital Products Group, Sulzermedica and St. Jude Medical, he also has been responsible for successfully taking a company public on the NYSE in a $1 billion offering, initiating and developing new products through to market, establishing a manufacturing facility in a foreign tax-friendly environment, leading a series of acquisitions, divestitures and licensing transactions ranging from several thousand dollars to almost one billion dollars, raising capital for early stage companies and building sales organization in the U.S. and abroad.
Mr. Cohen has held 7 Board Membership positions over the last two decades, is an inventor of two patents (Fluid Flow Control Apparatus; Transdermal Systems for The Delivery of Therapeutic Agents Including Granisetron Using Iontophoresis), and is a published author and accomplished songwriter.
Mr. Cohen holds a Bachelors of Arts degree in English from Bates College, his Juris Doctorate degree from the University of Maine School of Law, and attended the Pfizer/Columbia University Graduate School of Business Program for Senior Management.
Steven A. Gerber
Mr. Gerber is a partner with Beechwood Capital Advisors. He is an M&A and strategic marketing executive with over 30 year’s experience in financial services, telecom, and manufacturing. Mr. Gerber has led the development of global strategic plans for mid-market and Fortune 100/500 companies and has owned all buy and sell side activities required to execute these plans, focused on the identification and analysis of hundreds of multinational acquisition targets and owning all aspects of due diligence and integration. He also successfully led the process for multiple divestitures including the drafting of the offering memorandum, the creation of the data rooms and running of the management presentation. In addition, he has been responsible for driving multiple multi-million dollar growth & operational excellence initiatives.
Mr. Gerber began his career on Wall Street at Irving Trust and National Westminster Bank managing high net worth individual's assets as well as leading corporate cash management and treasury transactions. After working 4 years at AT&T in a variety of marketing and finance leadership positions, he spent 15 years at Ingersoll Rand in a series of roles with increasing responsibility, culminating in a promotion to the Division's Executive Leadership team working for the President where he led the Division' Strategy & Business Development M&A team (including business intelligence and analytics as well as marketing communications), managing 7 direct reports, and most recently was with Sealed Air in a similar capacity. In between, he has been involved in an E-Learning & healthcare product start up, working for a PE firm, and spent several years at enVision Business Consulting, a national boutique management consulting & investment firm, where he enhanced the firm's Strategy & M&A Advisory Services practice and worked on several carve out and buy side assignments.
He maintains strong C-Level relationships with executives at global Fortune 500 companies, entrepreneurial firms & startups, and is on the Board of Directors for KBE Enterprises. He received his MBA from Rutgers Graduate School of Management with a dual major in finance and marketing, and he received his BA in Economics, also from Rutgers University.
Don Jones started his retail career in 1969 as a janitor at Fischer’s Men’s Shoes in his hometown of Louisville, Kentucky. Over the last 40 plus years, Don had made many contributions to the retail fashion and consumer product industry. As he rose through the ranks, he served in many capacities for some of the leading retail organizations in the world, namely May Company, Marshalls, Filenes and Lechmere. In 1987, Don was awarded the state of Massachusetts Black Achiever Award. In 1992, Don was awarded the Lechmere General Manager of the Year, and Connecticut Retail Merchants Association Retailer of the Year.
Don went on to hold senior level management positions with companies such as GAP, Target Corporation (Marshall Fields and Hudson’s), IKEA and Macy’s. In 2003, he founded POGAN Retail, LLC to assist small businesses with strategic, operational and financial initiatives. He has advised companies such as Hannoush Jewelers, Elaine Turner Designs, Liz Claiborne, The Limited, Utrecht Art Supplies, New York and Company, and North Cove Outfitters to name a few. Don has served as Managing Partner of Max ‘n Chester, Managing Partner of Krammer & Stoudt, President of The Rugged Bear, President of Buckler Jeans, COO at Detroit Optical Company, President and COO of Frederick’s of Hollywood, Chairman of Walt’s Roast Beef, CEO at Rufus & Co., CEO of Petals Decorative Accents, CEO of CilantroMex Chairman and CEO of Sizzle Brands, Chairman and CEO of Total Apparel Group, Chairman and CEO of Village Tea, and Managing Director of Xiamen King land.
Don is Cofounder and Managing Partner at Vertie Capital Partners, a minority and women fund-less sponsor private equity fund focused on investing in and advising small businesses in domestic emerging markets with revenues of less than $100 million. He is Senior Advisor, Retail, Consumer Products and Food Service Sectors at Beechwood Capital Advisors, a full-service investment banking firm.
Don is Chairman of the Board of Connecticut Retail Merchant Association’s Charitable Foundation. He sits on the Board of Directors of New York City Investment Fund, Elaine Turner Designs, Connecticut Retail Merchants Association, amenity Skincare and the Trinity High School Foundation. He sits on the Ridgefield Library Advisory Board. He is a 2007 inductee to the Trinity High School Hall of Fame, and a 2009 Recipient of the Catholic Foundation Lifetime Achievement Award. He is a lecturer and speaker on the subject of Small Business, Retail and Consumer Products, and a contributor to CNBC.com.
Don resides in Ridgefield, CT with his wife Mary where they raised their five children.
Jack Jacobs was born in Brooklyn, New York. He holds Bachelor’s and Master’s degrees from Rutgers University and entered the U.S. Army in 1966 as a Second Lieutenant through the ROTC program. He served as a platoon leader in the 82nd Airborne Division, executive officer of an infantry battalion in the 7th Infantry Division, and commanded the 4th Battalion 10th Infantry in Panama. A member of the faculty of the US Military Academy, Jacobs taught international relations and comparative politics for three years, and he was a member of the faculty of the National War College in Washington, DC.
He was in Vietnam twice, both times as an advisor to Vietnamese infantry battalions, and he is among the most highly decorated soldiers from that era, having earned three Bronze Stars, two Silver Stars and the Medal of Honor, the nation’s highest combat decoration. Jacobs retired as a Colonel in 1987.
He was a founder and Chief Operating Officer of AutoFinance Group Inc, one of the firms to pioneer the securitization of debt instruments; the firm was subsequently sold to Key Bank. He was a Managing Director of Bankers Trust, where he ran foreign exchange options worldwide and was a partner in the institutional hedge fund business, raising more than $2 Billion. Jacobs subsequently founded a similar business for Lehman Brothers and retired again in 1995 to pursue investments.
He is a principal of The Fitzroy Group, a firm that specializes in the development of residential real estate in London and invests both for its own account and in joint ventures with other institutions. He serves on a number of charitable boards of directors and is the Co-Chairman of the Congressional Medal of Honor Foundation. He holds the Melcher Chair of Humanities and Public Affairs at the US Military Academy and is an on-air analyst for NBC News, where he was an Emmy nominee in 2010 and 2011 and a recipient of the 2011 Murrow Award for his work on the Nightly News segment “Iraq: The Long Way Out.” Colonel Jacobs is also the author of the Colby Award-winning memoir, If Not Now, When?, published by Penguin in October 2008. His second work of non-fiction, Basic, was released by St. Martin’s Press in 2012.
Henry DeGeneste is the President of his own security consulting organization after holding senior executive positions in the public and private sectors. His firm, HDG Consulting, Inc. provides advice and assistance to clients on a broad range of domestic and international issues involving operational risk, crisis management, criminal justice management and public policy administration. With over thirty-five years experience in senior leadership roles, he is currently focused on providing strategic advice to corporations and institutions of higher education to manage risk and develop emergency and security programs. Prior to establishing HDG Consulting, Inc. he was a Managing Partner at Security Directors Advisory Group. He is presently a member of the Advisory Board for iJET Integrated Risk Management. He has also served as an Advisory Board member for KeyPoint Government Solutions. Previously he served for fifteen years as Senior Vice President of Global Security at Prudential Financial, and was the Vice Chair of the firm’s Crisis Management Committee. Prior to his tenure at Prudential he had a distinguished twenty-three year career at the Port Authority of New York & New Jersey serving as the Director of Public Safety and Superintendent of Police.
Henry is a published author, and guest lecturer at many colleges and universities on crisis and risk management, emergency preparedness, international terrorism, transportation policing, aviation, rail and seaport security and law enforcement management and ethics. He served for over fifteen years on the faculty of the John Jay College of Criminal Justice in New York. A trusted voice in risk management and law enforcement, Henry is actively involved in a wide variety of civic and public policy organizations, such as being a member of the Leadership Council of The Southern Poverty Law Center, and the International Association of Chiefs of Police as a life member.
He is also the former Chair of the New York City Chapter of the American Society for Industrial Security, a former Commissioner of the Commission on Accreditation for Law Enforcement Agencies and a former Commissioner on the N.J. State Department of Corrections. He also served as the President of the National Organization of Black Law Enforcement Executives. He is a sustaining member of the Police Executive Research Forum.
DeGeneste is active in the community through volunteer work and his service on several non-profit boards including but not limited to, the World Trade Center Foundation, Police Foundation, Washington, D.C., New York City Law Enforcement Explorers, Boys Choir of Harlem, Corporation for Justice and Opportunities, Inc., Newark, N.J., Essex County New Jersey Offender Aid and Restoration organization, Chair of the Greater Ocala Community Development Corporation, Ocala, Fl., Chair of the Marion County Florida Sheriff's Citizen Advisory Committee, Public Policy Institute of Marion County, Inc., Ocala, Fl., and Marion’s United for Public Education, Ocala, Fl.
He has received numerous awards for his volunteer and charitable work including the “Pride of New Jersey” award from Governor Thomas Kean, “Volunteer of the Year” from New Jersey Special Olympics, the “Whitney M. Young” award from the National Urban League and the “Distinguished Service Medallion” from the John Jay College of Criminal Justice.
Henry earned his B.A. in Business Management from Adelphi University, Garden City, N.Y. He is also a David Rockefeller Fellow, a Leadership New Jersey Fellow and a graduate of the Federal Bureau of Investigation National Executive Institute. He is a Certified Fraud Examiner, is Certified in Homeland Security-Level III and is a life member of the Criminal Justice Educators Association of New York State.
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“After meeting with a few companies to help me sell my company, I chose Richard Conroy. He was the person with whom I wanted to work. He did a great job of putting together the book, which generated some offers. And then I changed my mind. I want to keep it in the family, I told him, and took the business off the market. "It's a wise decision," he told me. "You are doing the right thing."
What? Who is this guy? He cared more about my interests than his own. Or maybe in some way my interests were his interests. If and when I do decide to sell the business, I need to only make one phone call. The choice for me is clear. Richard is knowledgeable and dedicated. I highly recommend him.”
- Gary Shippy
Fleet Packaging, Inc.
“Richard Conroy and his team assisted our Company and Board of Directors with the most significant strategic decision a business owner could face, the sale of our business. They ensured that all of the necessary steps, from LOI to due diligence to agreement execution, were completed and successfully managed. We recommend Richard Conroy to anyone considering a transaction and are confident in his ability to facilitate a successful outcome.”
- Marina and Kruno Kunkera
Garden State Engineering, Surveying and Planning, Inc.
“Richard Conroy worked closely with our firm (a value-added converter of consumable offset printing supplies) throughout the entire sales process to negotiate and close the transaction. I would strongly recommend Richard to any business owner seeking to exit, acquire a business or obtain financing.”
- Phil Zucker
PIC Graphic Products, LTD