Our principals, advisory board members, and operating partners bring an extensive and unique array of skill sets to our investment partnerships.
Traverse Pointe Partners Team
The Traverse Pointe team is made up of operating and corporate finance professionals who bring experience investing in and growing middle market businesses. We are committed to the success of our partner portfolio companies.
Our investment team consists of experienced professionals who work to align the structure of a potential transaction with a seller’s objectives. They continue to nurture our investments post-transaction providing financial, operational and strategic support. Our operating partners are industry veterans and our subject-matter experts. They bring significant expertise within their industry verticals; expertise that can only be gained by building a business from the ground up. Our advisory board brings a wealth of experience and an unparalleled array of resources for our businesses to call upon throughout the duration of our partnerships. Their wisdom and judgment guide our investment process from start to finish.
Phone: (312) 754-8201
Michael is the Managing Principal and Founder of Traverse Pointe Partners. He is responsible for investment sourcing, valuation, transaction structuring, fundraising and administrative activities on behalf of the firm. Michael is the Chairman of Integrated Health Systems, Redi-Bag, Inc. and JDS Marketing & Sales.
Prior to founding Traverse Pointe Partners, Michael was a Vice President in the Office of the Chairman at Mesirow Financial, a diversified financial services firm headquartered in Chicago, IL. In this role, he focused primarily on direct principal investment opportunities outside the firm on behalf of its partners and strategic clients. Michael initially joined Mesirow Financial’s investment banking group as an associate, where he provided merger & acquisition advisory services to middle market companies. Prior to joining Mesirow Financial, Michael was in the Restructuring Advisory Services group at Giuliani Capital Advisors, where he provided turnaround consulting and crisis management advisory services to industrial and manufacturing clients, both in and out of bankruptcy.
Michael serves on the Board of Directors and Governors at St. Jude Children’s Research Hospital, where he Chairs its Finance Committee, and sits on its Investment, Audit, and Quality Assurance Patient Care Committees as well.
Michael received his B.B.A. at Loyola University Chicago and his M.B.A. at the University of Michigan. He currently resides in Chicago with his wife and four children.
Phone: (312) 754-8202
François brings more than 25 years of M&A and strategic business development experience to Traverse Pointe. Throughout his investment banking career he has advised on complex public and private transactions, including domestic and cross-border mergers, acquisitions, sales, privatizations, recapitalizations, financings, leveraged buy-outs, spin-offs and Chapter 11 processes. François has worked on numerous private equity transactions and has successfully lead countless transactions entailing the purchase or sale of family or privately held businesses, as well as divestitures of divisions owned by a larger parent company. François is currently a senior managing director at Mesirow Financial. Before that, he was a managing director at Rothschild, head of investment banking for the Americas at HSBC, and a managing director in the M&A departments of Morgan Stanley and Lehman Brothers. François is on the board of directors at Redi-Bag, Inc.
François received his Bachelor’s degree at Ecole Superieure de Commerce de Rouen (Rouen Business School) and his MBA at New York University Leonard A. Stern School of Business.
Phone: (312) 754-8203
Sean assists the firm in the sourcing, evaluation and execution of investment opportunities. Prior to coming on board, Sean interned at UBS in their Wealth Management Division and Washington Prime Group, a publicly traded REIT, where he was intern to the CEO and spent time in the capital markets group. Both opportunities gave him experience in client services and exposure to the international financial climate. Sean passed the CFA Level 1 exam in June of 2018 and is currently a CFA level 2 candidate.
Sean has completed a B.S. in Finance at Lake Forest College.
Manufacturing & Consumer Products
Brian is a current and former Chief Financial Officer with experience in corporate restructuring and turnaround, operational improvement, mergers and acquisitions, interim management and strategic and financial planning. Brian has advised boards, management, lenders, and owners on complex and distressed business matters and provided solutions to improve business outcomes with a focus on operational efficiency and free cash flow. Brian is a board member at JDS Marketing & Sales.
Paper and Packaging
Mr. Whaley specializes in mergers and acquisitions, profit improvement initiatives, managing change and leading global market expansion. Mr. Whaley served as the President and COO for Solo Cup Company, a privately-held manufacturer of paper and plastic consumables. In this various capacities, he was responsible for growing the company from $200M to $2.4B. Ron is a board member at Redi-Bag.
Rick provides consulting and advisory services to companies who face transformational challenges, either due to internal factors, external, or a combination of the two. Prior to launching his advisory practice, Rick served as President and Chief Operating Officer of the holding company for Sun-Times Media and an additional 40 suburban newspapers.
Business Services & Professional Services
Jim is an accomplished executive with significant leadership experience and a demonstrated track record of exceptional results proven under even challenging circumstances. He has leadership experience with multi-billion dollar and start-up organizations and is a strong believer of enhancing corporate culture to drive business performance. Jim is the Chief Financial and Admin Officer at Diversified Foodservice Supply. Diversified is the market leading distributor of maintenance repair and operation (“MRO”) parts, supplies and equipment to the foodservice industry. He has responsibility for all aspects of finance and accounting. In addition to these responsibilities he oversees Human Resources and Information Technology. Jim is a board member at Integrated Health Systems.
Mike is Managing Partner of the Newport Board Group, a professional services firm focused on helping clients navigate strategic and operational issues to achieve sustained growth. Mike has concentrated his efforts in health analytics, remote telemonitoring and population health management and serves on a number of private boards. Mike currently serves as Board Chair of Marillac St Vincent Family Services, a 100 year plus social services agency in Chicago and recently served as Interim CEO of NavMD, a predictive analytics and health solutions firm focused on the lower middle employer market, headquartered in Knoxville, TN. Mike is also a Director of Prime Health Services, Inc., a national workers compensation and cost containment firm, headquartered in Nashville TN. Mike is currently a board member of Integrated Health Systems
Charter new horizons
Contact us today to learn how we can work together.