MELCAP - Key Persons
Al Lloyd is a former Executive Vice President and Partner of MarshBerry & Co., Inc., a leading investment banking and financial advisory firm serving the insurance industry. Al was instrumental in growing MarshBerry during his 25 years with the company, rising from an Analyst to Executive Vice President and Board of Directors member during his tenure. His experience covers mergers & acquisitions, valuations, business succession planning, compensation, cash flow modeling, expert witness testimony and strategic planning. He has published many articles and served as a keynote speaker for many insurance industry organizations.
In addition to his role with MelCap, he currently serves as an Executive Vice President, Board of Directors member and Partner at Palmer & Cay, LLC. Likewise, he is also a professor at Kent State University, teaching classes in the department of Finance. In addition to these roles, he also volunteers with several non-profit organizations.
Al graduated from Kent State University with a Masters of Business Administration and The University of Akron with a Bachelor's degree in Finance. He is a FINRA registered representative and holds his Property & Casualty Insurance licenses in the state of Ohio. Al and his wife Tracey live in Silver Lake, Ohio and have three children.
Al founded MelCap Partners in 2000, and is responsible for managing all aspects of client engagements from proposal through closing, developing business, reviewing offering memorandums and financial models, negotiating purchase agreements, and interacting with buyers and investors. Al resides in Medina, Ohio with his wife and has four adult children and three grandchildren.
Education, Licenses, and Certifications
BSBA in both Finance and Marketing from The Ohio State University
Andrew is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Highland Heights, Ohio.
Education, Licenses, and Certifications
Bachelor of Science in Economics and Finance from John Carroll University
Job Titles:
- Administrative Assistant
- Marketing Coordinator
Angie is responsible for assisting with administrative operations and marketing support. She's worked in banking since 1996 in various roles in Commercial Banking, including Business Operations and oversight of controls. She resides in North Royalton, Ohio and has two adult children and three grandchildren.
Anthony is responsible for the management of MelCap's investment banking engagements. In his role, Anthony manages the firm's clients, deal processes, buyers and investors, and investment banking staff. Anthony also manages and supports the development of the firm's offering memorandums, financial analysis and models, industry research, and proposals. Anthony resides in Lakewood, Ohio with his wife.
Education, Licenses, and Certifications
Bachelor of Arts in Economics with a minor in Finance from Miami University
Chris is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Downtown Cleveland, Ohio.
Education, Licenses, and Certifications
Bachelor of Business Administration with a major in Finance from Xavier University
Prior Experience
Research Analyst for Morgan Stanley
Research Intern for Northcoast Research
Professional and Community Involvement
Dan is responsible for the management of MelCap's investment banking engagements. In his role, Dan manages the firm's clients, deal processes, buyers and investors, and investment banking staff. Dan also manages and supports the development of the firm's offering memorandums, financial analysis and models, industry research, and proposals. Dan resides in Copley, Ohio with his wife and three children.
Education, Licenses, and Certifications
Bachelor of Sciences in Finance and Accounting from Miami University
CPA certificate from the State of Ohio (inactive)
Certified Exit Planning Advisor (CEPA)
David is responsible for supporting MelCap Partners network, file servers, laptops/workstations, database, emails and domain namespace. David supports all employees, advises on IT decisions and created redundant backup cycles. He has consulted with MelCap Partners for more than 20 years, from its inception.
Education, Licenses, and Certifications
Bachelor of Science in Computer Science - Cleveland State University
Microsoft Certifications, Project Management
David is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in the Warehouse District of Downtown Cleveland, Ohio.
Education, Licenses, and Certifications
Master of Science in Accountancy from The University of Notre Dame
Bachelor of Science in Accounting with minors in Sport Management and Finance from Elon University
Evan is responsible for the management of MelCap's investment banking engagements. In his role, Evan manages the firm's clients, deal processes, buyers and investors, and investment banking staff. Evan also manages and supports the development of the firm's offering memorandums, financial analysis and models, industry research, and proposals. Evan resides in Lakewood, Ohio with his wife and daughter.
Education, Licenses, and Certifications
MBA in Accounting from Baldwin Wallace University
Bachelor of Arts in Accounting and Finance from Baldwin Wallace University
Carter is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Downtown Cleveland, Ohio.
Jake is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Wadsworth, Ohio.
Education, Licenses, and Certifications
Bachelor of Business Administration with a major in Finance and a minor in Data Analytics from Walsh University
Karen is responsible for assisting with administrative operations, human resources, hiring, and training. She's worked in investment banking since 1980 and has been with MelCap Partners since its inception. She resides in Richfield, Ohio with her husband and has three adult children and three grandchildren.
Luke is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Westlake, Ohio.
Education, Licenses, and Certifications
Bachelor of Science in Finance and Masters of Business Administration from John Carroll University
Prior Experience
Business Planning & Valuation Analyst at Ohio Insurance Agents
Professional and Community Involvement
Mike is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Akron, Ohio.
Education, Licenses, and Certifications
Bachelor of Sciences in Finance and Accounting from Cleveland State University
CPA certificate from the State of Ohio (inactive)
Bob has more than 30 years of professional accounting and consulting experience. He is the former Managing Partner of the Northeast Ohio offices of BDO, PC USA and was a former member of their Board of Directors. He began his career at a Big Four firm primarily serving middle market companies and some public companies. In 1985, Bob joined SS&G and served as CEO prior to SS&G combining with BDO in 2015. During that time, SS&G was one of the largest accounting firms in the country with 600 employees. Bob was the National Practice Leader of BDO's Professional Services industry group. As Professional Services Practice leader, his client experience and external focus concentrates on a variety of industry market segments including advertising, public relations, architecture, engineering, law, marketing and recruitment firms. Bob's client engagements also maintain a strong emphasis on middle market companies in manufacturing, wholesale and distribution and health care industries. His principal areas of concentration include working with privately owned businesses; tax consulting including tax planning, and business advisory services, including strategic growth and financing and succession planning. He also has extensive experience with mergers and acquisitions, such as tax structuring, due diligence and preparing companies for exit strategies.
Professional and Community Involvement
Bob is active in the community serving on several boards including the Greater Cleveland Partnerships, Cleveland Sports Commission and the Akron Zoo (former board chair). He previously served as a board member of the Greater Akron Chamber, Akron Childrens Hospital Foundation and is a past president of the board of the City Club of Cleveland. Bob is a graduate of both the Leadership Akron class of 1995 and Leadership Cleveland class of 2009. Bob graduated from the University of Arizona with a Bachelors in Science in Accounting and the University of Akron Master's of Taxation. He has received the Simonetti Distinguished Business Alumni award from the University of Akron College of Business.
Bob is the Founder of KMA Ventures, LLC, an accounting and finance consulting firm for small businesses. Bob previously served as Vice President of MelCap Partners for 20+ years, where he was responsible for developing and reviewing offering memorandums, financial models, proposals, and presentations as well as conducting management presentations. Prior to this, he was the U.S. Controller for Lafarge Corporation and Vice President/Treasurer of the Cleveland Builders Supply Company.
Bob previously served as a board member for Label Print Technologies, Cleveland Builders Supply and Acacia Country Club.
Bob graduated from Cleveland State University with a BBA in Accounting and was licensed as a CPA from the State of Ohio (inactive). Bob resides in Richfield, Ohio with his wife and has three grown children and three grandchildren.
Job Titles:
- Board Member of the Village of St. Edward Foundation
- Managing Partner at Grant Thornton
- NACD.DC / Senior Advisor
Tom Freeman is the former Office Managing Partner at Grant Thornton, LLP in Cleveland, Ohio, after a nearly 40-year career in public accounting. He has extensive M&A transaction experience, including tax due diligence and structuring matters for both private equity and strategic buyers alike. Prior to his 16+ years with Grant Thornton, Tom spent over 21 years with Deloitte as a Partner.
In the community, Tom is a board member of the Village of St. Edward Foundation and is member of the 50 Club of Cleveland and the Sharon Golf Club. He previously served as a board member for the Greater Cleveland Sports Commission, the First Tee of Cleveland, and is a past President of the Cleveland chapter of the Association for Corporate Growth.
Tom graduated from The University of Akron with a Master's in Taxation and Bachelor of Science in Business in Accounting, and was recently awarded the NACD.DC designation by the National Association of Corporate Directors. Tom and his wife Michelle live in Akron, Ohio and have three grown children.