Joe Raymond
Founder and Managing Partner
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Joe has successfully facilitated the launch, growth, and exit of 100s of companies. Over many decades, he has helped businesses solve their most pressing challenges, accelerating their growth and maximizing their exit value.
In 1986, Joe founded and grew the Transworld Services Group staffing company to over $45 million in 10 years. By 1994, the company was among Inc. Magazine’s fastest-growing, privately-held companies. Looking forward, Joe facilitated the business’ ISO 9002 certification, securing a standard of prestigious, international quality, and sold the company at a significant market premium ten years later. Soon after, Joe became President and 50% owner of ASG, a $3.5 million construction staffing company, building it into a $150 million business with 30 offices in five years. In 2007, ASG was sold to a publicly traded company, again at a market premium.
In the community, Joe sits on various advisory boards, and is the Founder and Chairman of the Conductive Education Center of Orlando (CECO), a non-profit center for children and adults with motor disabilities.
Frank Fontneau
Partner
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Frank has a record of positive business outcomes, exceling across departments and teams by understanding the operational and financial components of a business. Frank has effectively developed strategic plans, financial dashboards and forecasts, process improvement documentation, and training programs. Since 2012, Frank has led 100+ projects successfully to completion. Highlights from these projects include the accretive integration of two simultaneous acquisitions that resulted in more than $1 million of synergy savings, the management of a software conversion for scalability to avoid of millions of dollars in licensing fees, and the development of a financial and operational plan to avoid bankruptcy.
Mark Lowrey
Principal
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Mark has 35 years of financial and operational experience helping companies enhance their value. He has served on three entrepreneurial management teams, each cited by Inc. magazine’s Inc. 500 among the fastest growing privately-held companies. He has served as part of a founding investor group, and as a CFO selling multiple businesses over a 17-year period, including a PEO with gross revenues exceeding $1.5 billion. He has experience with acquisitions, raising capital, private equity, bank financing, treasury operations, financial reporting, budgeting, and business planning. Mark spent the first decade of his career with Deloitte and PNC.
Karen Turner
Principal
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Karen is a transformational and customer-centric leader with executive management expertise spanning startups to large global companies, as well as nonprofits. She has more than 15 years of experience formulating and executing on business growth strategy and developing collaborative and focused B2B sales and delivery teams, with expertise in talent acquisition, outsourcing, talent management, talent and HR technology, recruitment process outsourcing, and integrated talent solutions. Additionally, Karen has extensive experience in career coaching and mentoring and education-to-employment alignment.
A disciplined sales leader and customer success strategist, Karen has been directly involved with three startups generating $380mm in revenue in less than five years. She successfully established a Customer – Centric Innovation Center and “Career Advantage Coach” technology platform as well as numerous recruiting and workforce innovations, creating a substantial competitive advantage. A skillful collaborator and relationship builder, Karen has worked with some of the world’s largest employers, educators, and learners to address emerging trends and tackle industry challenges in the talent landscape.
Richard Ashley
Director
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Richard Ashley is a results-oriented, hands-on finance and accounting professional with +34 years of experience in both plant and corporate roles. With versatile leadership experience in construction products, printing, governmental and public accounting, he is a well-seasoned CPA with a track record of building successful accounting teams and process improvements.
Maggie Badio
Director of Operations
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Maggie Badio is a professional Operations leader with extensive experience in operational excellence and process optimization working with diverse organizations, ranging from startups to global businesses in the professional services, manufacturing, and hospitality industries.
With a 20+ year track record of success, Maggie is known for her ability to identify and implement strategies that drive performance and deliver sustainable results. She has an innate talent for translating organizational goals into actionable plans.
Maggie is driven by an unwavering commitment to continuous improvement. She has a keen eye for identifying operational inefficiencies and bottlenecks, and her innovative thinking has led to the implementation of streamlined processes and cutting-edge technologies that optimize productivity and enhance profitability.
Recognized for her exceptional leadership abilities, Maggie builds and nurtures high-performing teams. She fosters collaboration, innovation, and excellence, guiding cross-functional teams to achieve shared objectives.
Alison Kravchuk
Senior Consultant
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During Alison’s time as a Business Development and Operations Specialist, she has strategically positioned companies for acquisition through the leverage of technology and sales teams. She often serves as a fractional Chief Sales Officer or Sales Manager. Alison has raised more than $200M in investment capital for her clients in various industries such as robotic automation software, manufacturing, education, clinical research, and non-profit organizations. Her personal mission is to enable, empower, and equip individuals and corporations with tools to reach their highest potential. Her passions are taken into action through her current volunteer work at Crummer Women Executive and Entrepreneurs, Jobs Partnership, and the Central Florida Leadership Forum.
Margie Croteau
Senior Consultant
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Margie is a senior executive with 35+ years of experience in the global energy and aerospace sectors, leading organizations to world-class excellence in challenging markets. She has a solid general management & operations background and multi-disciplinary expertise to bring bottom & top-line results. Her leadership career spans both technical & business leadership roles, with tenure in program & program management, strategy, engineering & product development, quality management & process optimization, business operations, P&L, and proposal development. She has led numerous internal & customer-focused transformation projects delivering substantial profitability improvement & competitive advantages.
Margie has a Bachelor’s degree in Mechanical Engineering and an MBA. She serves the community in the non-profit sector as a SCORE small business mentor and as a mentor to engineering students and professionals.
Guillermo Ariza
Consultant
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Born and raised in Caracas, Venezuela, Guillermo has extensive knowledge in corporate finance, operations management, and business strategy in both the U.S. and Latin America. His experience is quite unique as he has led initiatives through custom solutions ranging from financial services, asset management, and marketing. He focuses on having his clients rethink business models in view of innovation and shifting competitive dynamics to take the lead in the market. Guillermo is currently involved in a handful of nonprofit fundraising initiatives in South Florida, such as The First Tee, Leukemia Lymphoma Society, and Take Stock in Children.
Jack Norman
Senior Consultant
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Jack Norman is an information security leader with 20 years of software development and information security experience in the defense, public, and private sectors. During his role as Chief Information Security Officer Jack supported thirteen acquisitions, implemented multiple compliance programs, and built a team of information security professionals.
Jack is also an adjunct professor at Full Sail University, and holds a Master’s Degree in Information Assurance and Cyber Security from the Florida Institute of Technology as well as an Executive MBA from the University of Central Florida.
Gil Regaspi
Senior Financial Consultant
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Gil is a results-oriented, hands-on finance and accounting professional with 25+ years of experience in financial modeling and analysis, cash management, budgeting, reporting, compliance, and full controllership. Gil works with clients as a part-time CFO or when projects arise in Central Florida in several industries. In the past, he has built pricing and financial models for a green technology business, developed budgets and financial reports for an international logistics software company, created cash flow projections, and managed controllership responsibilities. Gil also has cultivated experience with controllership and senior financial management positions in healthcare, media, construction, and governmental auditing.
Cynthia Primm
Senior Consultant
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With over 25 years of experience in Human Resources developing initiatives consistent with business strategy and improving efficiency, effectiveness, and market competitiveness during restructurings and high growth periods, Cynthia has also become known for her success in building powerful and sustainable executive teams.
Over her career of providing both global and domestic leadership as a senior executive, Cynthia Primm has honed the set of skills, techniques, and processes needed to build strong partnerships that leverage the power of HR to deliver on business goals. Across industries including healthcare, travel, manufacturing, and biotech; and within business organizations from venture-backed start-ups through Fortune 500 companies; she has developed and deployed scalable HR systems that have successfully driven growth targets and merger and acquisition goals.
As managing partner of Parker Primm Associates, she applies her strong understanding and extensive experience of key due diligence areas and project management to specialize in strategic and operational deployment of integrated Human Resources processes and initiatives critical to the success of mergers and acquisitions.
Cynthia’s experience as a collaborative partner has also served her well as a member of several executive boards related to Education, Healthcare and Community Service. Cynthia holds a BSBA from Bryant University and is certified as a DDI Facilitator, Predictive Index Analyst and Professional Certified Coach.
Bob Ramsey
Senior Consultant
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As a Senior Consultant, Bob contributes expertise in strategic operations and sustainable business growth. With 25+ years in executive management, P&L responsibilities, and strategic consulting, Bob has a record of improving operational models, performing business analyses, and troubleshooting development to enhance organizational value. As President and CEO of Living Foundation, Bob garnered experience in 501c3 processes, compliance, donor relations, and corporate donor relations, volunteer recruitment, and collaborations as well.
Upon co-founding Total Beverage (now Total Wines), Bob developed the business model and increased revenue to create a $15 million per-door superstore, multi-state beverage industry. Over five months, Bob served another company by reversing losses after the successful acquisition of a water manufacturing concept, increasing revenue from $850,000 to $4.1 million.
Mike Shemelya
Senior Consultant
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Mike is a solutions-focused, multifaceted senior financial consultant with 14 years of experience as a Partner at Ernst & Young LLP. He has provided assurance and business advisory services for businesses during start-up or turnaround, and managed finances and operations across diverse industries. Mike has in-depth knowledge and experience in risk management, business model development, human capital acquisition and development, M&A, and initial public offerings.
Archit Shah
Senior Financial Consultant
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Archit Shah is a Senior Financial Consultant and CPA with expertise in combining financial and business planning with tactical execution to optimize long-term benefits in performance, revenues, and profitability. He has worked for public and private companies, including Ernst & Young, and has provided extensive financial advisory services to range of companies, including PEOs. Archit has served as both a CFO and controller in organizations, consistently demonstrating experience in strategy, operational efficiency through identification, and implementation of best practices. Archit also has expertise in controllership, financial reporting, budgeting/forecasting, financial planning and analysis, and corporate leadership.
John Sofarelli
Senior Consultant
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With over 40 years of construction industry experience, John is an accredited leader in the commercial construction industry. He brings clients a unique and custom approach backed by his knowledge in operating his commercial management firm, J. Raymond Construction Corporation. He has successfully led teams to complete +800 projects with $4B revenue. John has been heavily involved in sharing his knowledge as a college professor, board chairman, and through nonprofit services.
John is a certified General Contractor in FL, NC, SC, and TN. He also holds a Florida Real Estate License and is a LEED Accredited Professional.
Lee Barson
Senior Consultant
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With over 30 years of experience in the benefits administration, financial and healthcare space, Lee brings a unique combination of functional knowledge with technical expertise to every project he leads. He has a proven record of success enabling clients to meet their goals through complex implementations.
Lee is a Certified Employee Benefits Specialist (CEBS).
Lee excels in driving complex solutions while building collaborative, high-performing cross-functional teams. He is recognized for designing, developing and successfully launching new products and major enhancements to increase revenue opportunities, improve operational efficiency or both. In recent years, he was the Product Leader for a leading Consumer Driven Health account solution of a Fortune 500 company.
Rick Phillips
Controller
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Rick Phillips has 36 years of experience in construction, theme parks, manufacturing, and property management industries as a senior finance manager and controller. He specializes in managing teams to collect and analyze data for fixed assets and sales tax, resulting in property tax savings of +$4MM and sales tax refund of +$3MM. Through his collaborative style, he has overseen multiple projects to prioritize stakeholder needs and delegate spending for contractors. Prior to working for RVR, Rick held finance positions with Universal Studios Orlando, Hard Rock Park, Mohegan Sun Casino, and SeaWorld Orlando.
Jeff Pritchard
Senior Associate
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Jeff is an experienced FP&A and M&A professional with a background in healthcare, software, and aviation. With a heavy background in financial analysis, understanding of business operations, and expertise in various BI tools, Jeff can add value across the board. Jeff’s specialties include forecasting, M&A analysis, due diligence, ad hoc modeling, budgeting, KPI development, and business planning.
He earned his undergraduate degree in finance from the University of South Florida and his MBA from Florida State University.
Cristine Befanis
Senior Associate
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Cristine is an experienced finance professional who has worked in the private and public sectors in retail, healthcare, financial services (wealth management, retirement planning, and insurance), and the federal government. Ultimately, her willingness to learn and attention to detail have been the constants and invaluable tools for her integration into multiple industries. Some of Cristine’s successes include managing a multi-million dollar portfolio of client assets, finding millions in contract savings through synergies, and automating business processes through documentation and template creation. In addition to her work experience, she obtained her MBA from the University of Florida and passed Levels I and II of the CFA exam.
Javier Martinez, CFA
Senior Associate
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Javier is a highly seasoned finance professional with 10 years of experience in corporate finance and accounting with large hospitality companies. Javier has unique expertise in creating financial, reporting, and operational systems using VBA programming to synthesize data sets larger than can typically be processed in excel, converting time-consuming, repetitive workflows into plug and play, feature-enabled, automated models. Javier has expert level forecasting and data mining skills and extensive knowledge in creating and analyzing financial statements and company valuations. Javier earned an MBA at Rollins College concentrating in Finance, Entrepreneurship and Management. He scored greater than 90% of candidates in his session when sitting for the CFA Level 2 exam and plans to sit for the Level 3 CFA exam in 2023.
Riley Hann
Associate
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Riley is an experienced professional who supports clients’ growth through a diverse background in finance, sales, and talent management. Driven to make changes that lead to sustainable growth, he is a strong project manager who leverages his network to ensure his clients get the best solutions possible. Riley received his degree in Business Management from Rollins College and an MBA with a concentration in Finance from Crummer Graduate School of Business.
Sarah Sadeo
Project Manager – M&A Associate
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Sarah is an accomplished legal professional with vast experience as a Corporate Paralegal in the private equity and healthcare sectors. Her diverse skill set includes legal research, due diligence, transaction closings, risk management, court proceedings, licensing, and compliance.
Sarah is highly regarded for her relentless work ethic, resourcefulness, and perseverance in tackling challenges. She excels at building and sustaining client relationships, driving business success, and delivering value to clients.
Sarah holds a Master of Science in Employment Law from Nova Southeastern University.
