Managing Director, Co-head TMT
Phil joined GTCR in 1992 and is currently a Managing Director of the firm. Phil previously worked in the Corporate Finance department of Kidder, Peabody & Co. He holds an MBA from the University of Chicago and a BBA in finance with high honors from the Honors Business Program at the University of Texas.
Phil is co-head of the Technology, Media & Telecommunications group at GTCR and has been focused on building this area for GTCR since 1996. Phil is currently a Director of Avention, IQNavigator, Lytx, Onvoy, Rural Broadband Investments and Zayo Group. Phil has played a leadership role in a number of past investments including AppNet, CellNet, DigitalNet, Solera and Transaction Network Services.
Believing education is an important way of giving back, Phil is an active volunteer for and sponsor of the Chicago Foundation for Education, a non-profit organization that seeks to improve the educational experience of Chicago’s public school children. In addition, Phil is a member of the council at the University of Chicago Booth School of Business and a member of the board of trustees at the Latin School of Chicago.
President, CEO & Founder
Theodore L. Koenig, President, CEO and founder of Monroe Capital LLC, has over 30 years of experience in structuring and investing in debt and equity transactions. Monroe Capital is a leading provider of senior and junior debt and equity co-investments to middle market companies and has invested over $5 billion of capital in over 900 investment transactions since its inception and was recently recognized by the Small Business Administration as the 2015 Small Business Investment Company (SBIC) of the Year. Mr. Koenig also serves as the Chairman, President and CEO of Monroe Capital Corporation (NASDAQ: MRCC), a publicly traded business development company (BDC). Prior to founding Monroe Capital in 2004, Koenig was President and CEO of Hilco Capital LP, a junior secured/mezzanine debt fund established in 2000.
Mr. Koenig serves on the Dean’s Advisory Council, Kelley School of Business at Indiana University; Board of Overseers, Chicago-Kent College of Law; and as Vice Chairman of the Board of Trustees of Allendale School, a non-profit residential and educational facility for emotionally troubled children in the greater Chicago area.
Mr. Koenig is a graduate of the Kelley School of Business at Indiana University (B.S.) in accounting with high honors and Chicago-Kent College of Law (J.D.) with honors. Mr. Koenig is also a certified public accountant. Mr. Koenig is also a Director of the Commercial Finance Association, and a member of the Turnaround Management Association and the Association for Corporate Growth.
Senior Managing Director, Principal & Founder
Brown Gibbons Lang & Co
Michael provides an active senior role to client engagements and business development opportunities. Immediately prior to forming BGL, Michael was president and CEO of Underwood, Neuhaus & Company, a leading regional securities and investment banking firm in Houston, Texas. While with this firm, he also held positions as executive vice president, head of capital markets and manager of corporate finance. Before joining Underwood, Michael was a senior vice president and served on the operating management committee of McDonald & Company Securities, Inc., in Cleveland, Ohio.
Mr. Gibbons serves on the board of directors, is chairman of the audit committee and member of the compensation committee for Preformed Line Products (PLPC), Cleveland, Ohio; on the Northeast Ohio advisory board for U.S. Bank Corp., Minneapolis, Minnesota; on the board of trustees and executive committee for Greater Cleveland Sports Commission, Cleveland, Ohio; on the visiting committee for Case Western Reserve University Weatherhead School of Management, Cleveland, Ohio; serves on the board of visitors committee for the Cleveland-Marshall College of Law; chairman of the board of directors for Global M&A Partners Ltd., Dublin, Ireland; is past chairman, serves as director and on the executive committee for Global M&A Partners, Dublin, Ireland.
B.A., cum laude, Kenyon College; M.S., Management, Case Western Reserve University; J.D., Cleveland State University.
Chairman, CEO and Co-Founder
Prior to founding Signal Hill, Mr. Wieler co-led one of the premier Media and Communication practices on Wall Street in the 90's - Alex.Brown, BT Alex.Brown and Deutsche Bank Alex.Brown. Prior to joining Alex.Brown and its predecessor companies, Mr. Wieler was Managing Director of BT Securities Corporation.
Mr. Wieler earned a B.A. degree from Boston College and an M.B.A. from The Wharton School.
He serves as a trustee on the Wharton School Graduate Board and the Gilman School.
Notable Clients & Transactions: 2U, Ambow Education Holding Ltd., American Public Education, American Publishing, Apollo Group, Arbitron, Inc., Bridgepoint Education, Inc., Brooks Fiber Properties, Certiport, Inc., DeVry, Dialpage, eBay, Educate, Inc., Education Management Corporation, Inc. Eller Media, Gartner Group, Global Insight, IDT Corporation, ITT Education, Lamar Advertising, Laureate Education, Inc., Mtel, National American University Inc., Net2Phone, Nextel, Nextel Partners, Outdoor Systems, Penn Foster, Inc., Price Communication, Primark, Primus Telecom, The Princeton Review, Prometric, RWD Technologies, Inc., Sylvan Learning, Wall Street Institute, Wharton Econometrics and Yankee Group
Founder & CEO
Star Mountain Capital, LLC
Brett Hickey is the Founder & CEO of Star Mountain Capital, LLC, a specialized asset management firm focused exclusively on the lower middle-market as a strategic direct and fund investor. Star Mountain and its portfolio of partner fund managers represent one of the largest non-bank small and medium-sized business debt and equity investment platforms in the U.S. with a portfolio of over 200 companies.
With a unique “Collaborative Ecosystem”, Star Mountain’s specialized business model includes investing (i) directly into high quality, growing private businesses, (ii) as a strategic fund-of-funds investor into other private equity and private credit fund managers, and (iii) as a secondary fund investor helping provide liquidity to other limited and general partners. Star Mountain and its network of aligned portfolio partner fund managers provide companies (generally with $10mm to 150mm of annual revenues) with unparalleled flexible capital solutions, resources and relationships to grow and achieve their businesses objectives.
Previously, Mr. Hickey co-founded and ran a multi-manager platform including 4 in-state small business funds, through which he invested debt and equity capital into U.S. growing small businesses on behalf of large insurance companies. Prior to that, he was an investment banking analyst with Salomon Smith Barney (later Citigroup Global Markets) where he assisted leading financial institutions including insurance companies and asset managers, in over $20 billion of completed debt and equity capital raising, restructuring and merger & acquisition transactions.
Mr. Hickey is very involved and passionate about philanthropy and positive community impact. He is the Founder of the Star Mountain Charitable Foundation, through which he has received multiple recognitions for his efforts including the Pathfinders to Peace Award alongside Morgan Freeman. Board memberships include the Quebec City Conference (members represent approximately $4 trillion of leading institutional investors); Board of Governors for the Small Business Investor Alliance (SBIA); Member and former Chairman of Networks for the NYC Chapter of the Young Presidents’ Organization (YPO); Board of Harvard University Entrepreneurs Alumni Association of NY; and Board of McGill University Alumni Association of NY (recipient of the President of the Year Award).
Mr. Hickey received a Bachelor of Commerce with Distinction from McGill University (Finance Major and Accounting Concentration) and graduated from Harvard Business School’s Owner/President Management Program (three year full HBS alumni status executive program for business owners). He is a frequent guest lecturer on industry panels and at academic institutions. Mr. Hickey is also a former Canadian national gold medalist and North American medalist in speed skating.
Dan Black joined the Wicks Group in June 2003. As a Managing Partner at Wicks, he is involved in all of its investment and management activities and serves on the Board of Directors of all of its operating companies.
Prior to joining Wicks, Mr. Black was Managing Director & Co-head of Merchant Banking at BNY Capital Markets, Inc. (a subsidiary of The Bank of New York) responsible for investing the firm's capital in private equity partnerships, the overall management and strategy of the merchant bank, and relationship management with private equity firms. He was also responsible for originating mergers & acquisitions, mezzanine investments, and leveraged finance transactions.
Mr. Black was on the investment committee of BNY Partners Funds, a fund-of-funds partnership for high net worth individuals to invest in private equity.
Mr. Black was previously Senior Vice President and Co-head of U.S. Corporate Banking, Senior Vice President and Manager of the Los Angeles Corporate Banking Office, and a member of the corporate credit committee. Mr. Black is a director of the Advent Claymore Group of closed end mutual funds.
Dan Black received his A.B. from Dartmouth College in Government.
Kevin M. Tom is a Managing Director in the Valuation & Financial Opinions Group. He has twenty years of experience in valuation related to domestic and international mergers & acquisition transactions. His asset and business valuation experience includes a broad range of industries. Mr. Tom has valued equity, debt, tangible assets and intangible assets for tax and financial reporting purposes, corporate and strategic planning, fresh start accounting, and dispute/litigation related matters.
While serving diverse industry clients, Mr. Tom has focused on the pharmaceutical and life sciences industry advising clients on several large industry transactions including asset acquisitions, business combinations, collaboration agreements and equity method investments. He has also served domestic and international clients across a range of industries including medical devices, aerospace and defense, healthcare, telecommunications, manufacturing, chemicals, power and utilities, retail/consumer products, construction/engineering services, food processing, and entertainment and media.
Prior to joining SRR, Mr. Tom was a Managing Director in the Transaction Services Valuation practice at PwC. During his twelve years at PwC, Mr. Tom completed a two year assignment in PwC's National Office where he served as a subject matter expert on accounting and valuation issues. He co-authored numerous PwC technical publications on fair value issues related to the valuation of tangible and intangible assets, and business combinations, which continue to serve as authoritative guidance for the US Assurance practice. Mr. Tom started his valuation career with Deloitte in the Los Angeles office and spent several years in various corporate financial planning and analysis roles with Boeing.
Mr. Tom is a member of the Institute of Chartered Financial Analysts (CFA), the American Society of Appraisers (ASA), and the Los Angeles Society of Financial Analysts.