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John E. "Jeb" Ball
Managing Director
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121 West Trade Street, Suite 3000
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Charlotte, NC 28202
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Phone:
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704.372.1399
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Fax:
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704.372.2528
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Prior to joining Brookwood Associates in 2003, Mr. Ball spent 17 years in Banc of America Securities and its predecessors investment banking groups. Most recently, he was a Managing Director in the Consumer and Retail industry group in New York City.
Mr. Ball has more than 20 years of experience advising senior management teams, boards of directors and business owners in a variety of strategic and financial transactions including: exclusive sale assignments, acquisitions, leveraged buyouts, divestitures, public debt and equity offerings, private debt and equity placements as well as various other strategic advisory engagements. His industry experience and expertise includes: restaurants, specialty retail, hospitality and various other service businesses.
Mr. Ball earned a Master of Business Administration degree from the University of Wisconsin - Madison.
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C. Russell Bryan
Managing Director
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121 West Trade Street, Suite 3000
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Charlotte, NC 28202
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Phone:
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704.372.1399
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Fax:
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704.372.2528
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Prior to joining Brookwood Associates in 1999, Mr. Bryan was an investment banker for 11 years at Banc of America Securities ("BAS") and its predecessors in Charlotte and New York City. As a Director in the Healthcare group, he focused on mergers, acquisitions and equity financings for healthcare companies. Prior to joining the Healthcare group, Mr. Bryan was a generalist in the Mergers and Acquisitions group, where he advised clients across a broad range of industries. Prior to joining BAS, Mr. Bryan worked in the Capital Markets and Investment Banking groups of Lehman Brothers and Prudential Securities in New York City.
Mr. Bryan has more than almost 20 years of experience advising senior management teams, boards of directors and business owners in a variety of strategic and financial transactions including: exclusive sale assignments, corporate divestitures, acquisitions, management-led buyouts, assessments of strategic alternatives as well as debt and equity financings. In addition to the healthcare sector, Mr. Bryans industry experience includes: manufacturing, commercial foodservice equipment, steel and building products, environmental services, textiles, packaging and distribution.
Mr. Bryan earned a Bachelor of Arts degree with a double major in economics and French from Duke University, and a Master of Business Administration degree from The Darden Graduate School of Business Administration at the University of Virginia. He also studied economics and art history in Paris with Columbia University.
Mr. Bryan serves as a director of The Mary Duke Biddle Foundation and is also a board member of The Oak Value Fund, an equity mutual fund, based in Durham, NC. He lives in Charlotte with his wife and two children. Mr. Bryan is also an officer of his church and serves on the board of his childrens school.
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David M. Felts
Managing Director
3575 Piedmont Road
15 Piedmont Center, Suite 820
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Atlanta, GA 30305
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Phone:
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404.874.7433
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Fax:
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404.564.5101
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Prior to joining Brookwood Associates in 2003, Mr. Felts was a founding Partner of Equity Capital Partners, a private equity fund focused on making control investments in middle-market companies throughout the Southeast.
Prior to founding Equity Capital Partners, Mr. Felts was a Director in Prudential Securities investment banking group, where he provided strategic and financial advisory services to management teams, boards of directors and business owners.
Mr. Felts has more than 20 years of investment banking and private equity experience, enhancing his ability to assist companies in achieving their strategic and financial goals. He has significant experience advising middle-market companies in mergers, acquisitions, leveraged buyouts and financings across a broad range of industries, including: industrial manufacturing, distribution and service; home, apparel and industrial textiles; manufactured housing and building products; telecom infrastructure; wholesale distribution; specialty retailing; consumer products; specialty finance and specialized service industries. Mr. Felts maintains close relationships with capital providers at every level of the capital structure.
Mr. Felts earned a Bachelor of Science degree in finance from the McIntire School of Commerce at the University of Virginia and a Master of Management degree from the J.L. Kellogg Graduate School of Management at Northwestern University.
Mr. Felts lives in Atlanta with his wife and two children. He is an elder in his church and past president of the church foundation. He serves on the Board of Souly Business, a retreat-oriented business community ministry. He is active in school-related activities, and enjoys golf, tennis and hiking.
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Amy V. Forrestal
Managing Director
3575 Piedmont Road
15 Piedmont Center, Suite 820
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Atlanta, GA 30305
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Phone:
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404.874.7433
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Fax:
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404.564.5101
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Prior to joining Brookwood Associates in 2002, Ms. Forrestal was a Managing Director in Banc of America Securities Mergers and Acquisitions group in Atlanta. While at Banc of America Securities, Ms. Forrestal advised senior management teams, boards of directors and business owners in a variety of strategic and financial transactions including: acquisitions, leveraged buyouts, exclusive sales, divestitures, ESOPs, public equity and debt offerings and private equity and debt placements.
Ms. Forrestal has nearly 20 years of experience advising companies across a broad range of industries, including: retail and consumer products and services, textiles, niche manufacturing and value-added distribution. Over the past 14 years, she has developed specific expertise in the restaurant industry working with both restaurant concepts and franchisees on numerous assignments.
Ms. Forrestal earned a Bachelor of Arts degree with honors and a double major in mathematics and economics from Duke University. While attending college, she interned with The Robinson-Humphrey Company, Inc.
Ms. Forrestal lives in Atlanta with her husband and three children.
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Joseph F. Kenny
Managing Director
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121 West Trade Street, Suite 3000
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Charlotte, NC 28202
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Phone:
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704.372.1399
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Fax:
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704.372.2528
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Mr. Kenny joined the Charlotte office of Brookwood Associates in 2007. Prior to joining the firm, Mr. Kenny spent 14 years in Charlotte at Wachovia Securities and its predecessors, First Union Securities and Bowles Hollowell Conner & Co, where he focused exclusively on mergers and acquisitions for middle market companies. Mr. Kenny began his career in investment banking in 1987 at Lehman Brothers in New York where he worked in a variety of functional areas including equity capital markets, mergers and acquisitions, and the investment banking division’s management group.
Mr. Kenny has more than 20 years of investment banking experience and has advised senior management teams, boards of directors, private equity groups and business owners regarding a variety of exclusive sale, divestiture, acquisition, recapitalization and financing transactions. His industry experience includes aerospace/defense, apparel, automotive, chemicals, consumer products, direct marketing, distribution, packaging, specialty retail, sporting goods, technology and services, and transportation.
Mr. Kenny earned a Bachelor of Science degree with honors in Business Administration from the University of North Carolina where he was a Morehead Scholar and currently serves on the Morehead-Cain Foundation Regional Selection Committee. He received his MBA from The Wharton School at the University of Pennsylvania and subsequently founded and currently serves on the executive committee of the Wharton Club of the Carolinas.
A native Charlottean, Mr. Kenny is married with three children and enjoys his involvement in church and school-related activities. He serves on the board of directors of Legal Services of the Southern Piedmont.
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Thomas L. Temple
Managing Director
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121 West Trade Street, Suite 3000
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Charlotte, NC 28202
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Phone:
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704.372.1399
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Fax:
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704.372.2528
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Prior to founding Brookwood Associates Charlotte office in 1996, Mr. Temple was a Vice President at Bowles Hollowell Conner & Co. ("BHC"), where he advised clients on selling their middle-market companies. Prior to being acquired by First Union Corp. in 1998, BHC was the preeminent investment banking firm focused on advising middle-market companies throughout the United States. Prior to joining BHC, Mr. Temple worked in Bear Stearns & Co.s investment banking group for seven years and was a strategy consultant at Bain & Co. for two years.
Mr. Temple has more than 18 years of experience in advising senior management teams, boards of directors and business owners regarding a variety of exclusive sale, divestiture, acquisition, recapitalization and financing transactions. His industry expertise includes: analytical instruments and supplies, business services, consumer products, direct marketing, distribution, industrial manufacturing and plastics.
Mr. Temple earned a Bachelor of Science degree in business administration from the University of North Carolina and a Master of Business Administration degree from Harvard Business School with second year honors.
Mr. Temple lives in Charlotte with his wife and three sons.
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Robert S. Winborne
Managing Director
3575 Piedmont Road
15 Piedmont Center, Suite 820
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Atlanta, GA 30305
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Phone:
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404.874.7433
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Fax:
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404.564.5101
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When Mr. Winborne founded Brookwood in 1989, he saw an opportunity to address a market that was not adequately served by the major Wall Street firms: providing sophisticated services and a high level of attention to middle market companies. In recent years he and his Partners have recognized that a larger scale firm can enhance Brookwoods service to the middle market, so they have expanded the platform to include a greater number of talented bankers and increased experience in specific industries.
Prior to founding Brookwood, Mr. Winborne was a Vice President in Goldman Sachs & Co.s investment banking group in New York. While at Goldman Sachs, he focused primarily on mergers, acquisitions and financings for financial institutions. Prior to joining Goldman Sachs in 1986, Mr. Winborne worked in the investment banking group at Kidder, Peabody & Co., where he was elected Partner in 1985.
Mr. Winborne has more than 25 years of experience in advising senior management teams, boards of directors and business owners on a variety of transactions, including exclusive sales, divestitures, acquisitions, recapitalizations, financings and bankruptcies. He has established a particularly strong record in fairness opinions and in representing special committees in complex corporate transactions. His industry experience includes business services, distribution, financial services, manufacturing, paper and packaging, retailing, software and textiles.
Mr. Winborne earned a Bachelor of Arts degree in english from the University of North Carolina where he was a Morehead Scholar and graduated Phi Beta Kappa. He earned a Master of Business Administration degree from Harvard Business School.
Mr. Winborne lives with his wife and six children in the Buckhead section of Atlanta, where he enjoys his involvement with his childrens schools, sports leagues and church activities. He is a member of the Board of Directors of St. Josephs Hospital of Atlanta.
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2008 Brookwood Associates, LLC
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