Principal and Co-Founder
Mr. Foreman has over 30 years of experience in private equity, venture capital, mergers and acquisitions, management consulting and engineering. Prior to forming Kinsale, Mr. Foreman was Managing Director of ABN AMRO Private Equity, leading the group's efforts in communications and business services investments, successfully investing two private equity funds for the bank. Prior to joining ABN AMRO Private Equity, Mr. Foreman was Vice President of Investments and Acquisitions for Ameritech Development Corporation (now AT&T) where he was responsible for growing Ameritech's telecommunication services business by leading over 25 acquisition and venture capital investments in a variety of industry segments including wireless and data services.
Before joining Ameritech, Mr. Foreman was with Booz, Allen and Hamilton (now Booz & Co.) where he led strategy consulting assignments for large corporate clients. He began his career as a manufacturing engineer for Honeywell. Mr. Foreman has served on a number of private and public company boards.
Mr. Foreman received his M.B.A. from the University of Chicago Booth School of Business, and his B.S. in Mechanical Engineering from the University of Illinois.
Principal and Chairman of Investment Committee
Mr. McGrath has a particular focus on the China market and navigation of the complexities inherent in the Chinese socialist market economy. An equal focus is assisting Chinese companies to expand their businesses in the U.S. market and, when appropriate, to enter into or exit from the U.S. public capital markets.
Advisory and Consulting Services. For the past 20 years, Bill has worked with corporate Boards and business owners to develop and execute their strategies for operations, growth, value enhancement, governance and succession. During the past 15 years, Bill focused on merchant banking, operations management and improvement, restructurings, and business strategy. Capitalization plans included leveraged structures and Special Purpose Acquisition Companies (SPACs).
Legal Experience. From 1980 through mid-2011, William J McGrath PC was a capital partner in the law firm of McDermott Will & Emery LLP, where Mr. McGrath began his legal career in 1970. His practice focused on business strategy, joint ventures and strategic alliances, strategic acquisitions and leveraged buyouts, investment management activities, alternative investment and finance products, "363 sales" and workouts. Mr. McGrath represented private equity, venture capital and other investment managers as well as many publicly and privately owned companies located in the United States, Europe and Asia.
China Experience. From mid-2007 through mid-2010, Mr. McGrath served as Practice Coordinator between McDermott's 16 offices in the US and Europe and Yuan Da (an independent Chinese law firm licensed to practice law in China) which served McDermott's clients in China under the name "MWE China Law Offices"). During that period, he resided in Shanghai and also provided strategy, marketing and administrative support for Yuan Da. He was a founding member and director of the Association for Corporate Growth China, and he has been a speaker at ACG programs in Shanghai, Beijing and Boston. He was also a speaker at private equity conferences in China sponsored by New Pacific Consulting, the Shanghai Venture Capital Association and Yuan Da. Most recently, Mr. McGrath lectured on "Public Policy in China" at the Harris School of Public Policy at the University of Chicago (where he will be teaching a course on this subject in January and February of 2012) and on "China Risks and Opportunities" at the 2011 International Legal Marketplace Conference in South Africa organized by the Center for International Legal Studies. Mr. McGrath currently is advising several businesses seeking to enter the China market to understand the business and investment context in China and to identify and partner with excellent Chinese managers, universities, investment funds, operating companies, and private investors.
Private Equity Experience. From mid-2000 through the end of 2007, Mr. McGrath was a Managing Director of Glencoe Capital Partners III L.P., a $400 million buyout fund making lead sponsored investments, and Vice Chairman of Glencoe Capital, LLC, the Manager of the Glencoe Capital funds. He also served as a member of the Investment Committees of Glencoe Capital, LLC (from 1997 to 2007) and its affiliate, Stockwell Capital, LLC, a manager of private equity co-investment capital (from 2001 to 2007). Together, these fund managers invested over $1.2 billion of committed capital in more than 40 transactions on behalf of pension and endowment funds, insurance companies, banks and other institutional investors. His association with Glencoe Capital began with its founding in 1993, serving then as General Counsel and as one of Glencoe Capital's founding preferred security investors.
Law Firm Management Experience. Mr. McGrath's management responsibilities for McDermott included service on the Firm's Management Committee and its Executive Committee, specifically during the period of the Firm's rapid growth into a full-service international firm during the mid-1990s. During this period, he also chaired the Firm's initial Strategic Planning Committee and its Lateral Recruiting Committee, focusing in particular on establishing the Firm's London office and developing its intellectual property, capital markets and private equity practices. He also served on, and chaired, many of the Firm's administrative committees.
Board and Governance Experience. Mr. McGrath has advised and facilitated many workshops on corporate governance for both publicly and privately owned businesses and family ownership transitions. He previously served on the Boards of Directors of Böwe Bell + Howell Company (a subsidiary of Böwe Systec, a German manufacturer of automated mail and document handling systems), Doane Agricultural Services Company (agribusiness management services), Hobart-McIntosh Paper Company (distributor of fine papers), Rimrock Corporation (manufacturer of factory automation equipment), Soft Sheen Products, Inc. (manufacturer of consumer products), and Tomy Corporation (a Japanese-owned manufacturer and distributor of toys, games and software products). He serves in similar roles for not-for-profit organizations as a Trustee of the Union League Boys and Girls Foundation and a member of the Advisory Boards of Catholic Charities of Chicago and the Union League Civic and Arts Foundation. He is also a Trustee of the William J McGrath and Mary Ann McGrath Foundation.
Professional Associations. Mr. McGrath is a Director for the Center for Economic Policy Analysis and an Affiliate of the International Association of Restructuring, Insolvency and Bankruptcy Professionals.
Mr. McGrath earned a J.D from Harvard Law School, a M.A. from Loyola University, and an AB.cl. (magna cum laude) from John Carroll University.
Principal and Co-Founder
Mr. O'Shea has over 30 years of broad experience covering all aspects of financial and operating management. He has worked across a wide range of industries with transactional experience ranging from acquisitions to public debt and equity offerings. From 2006 to 2009, Mr. O'Shea was a Managing Director with Cardinal Growth, a SBIC Private Equity Fund. From 2001 to 2006, Mr. O'Shea operated O'Shea & Associates, providing restructuring and turnaround consulting services to distressed companies in the middle market.
Before founding O'Shea & Associates in 2001, Mr. O'Shea held executive positions for national companies such as Liberty Group Publishing; global corporations such as Bell & Howell, Beatrice Foods, and Spencer Stuart; and prominent family groups such as the Pritzkers. In addition, he has served on the Boards of Liberty Group Publishing, Zweig White, The UniMark Group, Northwind Resources, and Malabar International.
Mr. O'Shea has an M.B.A. from the University of Chicago, a Masters in Tax, as well as a B.S. in Accounting from DePaul University, and is a Certified Public Accountant. In addition, Mr. O'Shea was a member of the adjunct faculty at The Elmhurst College Center for Business and Economics from 1990 to 2000.
Mr. Jackson has over 15 years of wide ranging experience in management, accounting, finance, operations, and logistics spanning various fields. He has been a leading member of two teams that took privately held technology organizations through a major transaction – first as an Accounting Manager for Data Return, LLC, which was held by private equity firm Saratoga Partners and sold to publicly traded Terremark Worldwide (later acquired by Verizon for $1.4B). More recently, as the Chief Financial Officer of AHEAD, LLC, he was part of the executive team that led the $400M organization through a successful transaction with Court Square Capital Partners after developing and growing the accounting, finance, operations, and logistics organization by 900% over four years and helping to increase EBITDA by 362% (almost double the same period revenue growth percentage) over the same four-year time frame.
Additionally, Mr. Jackson has worked as a Consultant for Deloitte delivering value added solutions to the likes of Abbott Laboratories, Discover Financial Services and Metavante. As a Financial Analyst for the global Corporate Controller Group at McDonald’s Corporation, Mr. Jackson worked extensively on FP&A and SEC filings. Mr. Jackson went on to work as an Assistant Controller at Cardinal Growth Private Equity, reviewing, analyzing, and providing guidance for the executive leadership of over twenty different middle market organizations. As Assistant Controller and Director, Licensing at Soverain Software, Mr. Jackson created financial and operational licensing models that led to agreements with Shutterfly, Amway, and Avon. Finally, Mr. Jackson has engaged in multiple entrepreneurial consulting engagements, typically serving as an outsourced CFO/CEO/COO for organizations from the start up stage to maturity across industries such as manufacturing, healthcare technology, real estate and recruiting.
Mr. Jackson has an MBA for Northwestern University’s Kellogg School of Management and a BBA in Accounting and Computer Applications from the University of Notre Dame.
Mr. Katzbeck has over 10 years of experience in finance and accounting with XR Trading and UHY Advisors. At XR Trading, he developed financial models and performed due diligence on both the buy and sell sides of a variety of telecommunications, technology, and infrastructure transactions. Scott has a B.S. in Accounting from DePaul University, is a CPA in the state of Illinois, and earned his M.B.A. from the University of Chicago Booth School of Business.
Mr. Chapman spent over 6 years working in finance and strategy at Walmart, Inc. In his time there, he worked in several areas across the company including corporate finance, international finance, and international strategy. Some of his responsibilities included capital allocation, a four month assignment in the UK developing the long-range strategic and financial plan for one of Walmart's subsidiaries, and leading several projects to outline strategic rationale for M&A opportunities. In addition, he drove a three-month consulting engagement focused on defining the future direction of the international business, resulting in clearly defined market roles and expectations for each of the 11 markets across 26 countries within the international portfolio. Austin has a B.A. in International Political Economy from Colorado College, and is currently pursing an M.B.A. from the University of Chicago Booth School of Business.
Jon A. Burgman
Mr. Burgman has over 40 years of diverse management experience, including positions in operations, marketing, sales, strategy, accounting, finance, and general management. He also has extensive experience in mergers and acquisitions, restructuring under-performing businesses, and post-acquisition integrations. Mr. Burgman currently is Managing Director of TKE Partners LLC, which provides Board and consulting services to a wide range of organizations.
Mr. Burgman is currently a member of Glencoe Capital's Executive Network and Investment Committee. On November 10, 2008, he was awarded the Executive Network Member of the Year which was given in recognition of his work in deal finding, due diligence on proposed acquisitions and service as a Board member of Polyair Inter Pack, Rimrock Holdings and Child Development Network. Glencoe Capital has extensive holdings in each of these companies. Mr. Burgman also served as Director of Portfolio management for Glencoe from 2002 to 2004.
Prior to joining Glencoe Capital, he was a partner with Tatum CFO Partners, LLP, where one of his projects included Bell & Howell Company's separation from its publicly-traded corporate parent, in a transaction sponsored by Glencoe Capital. Mr. Burgman remains a member of the Board of Directors of Bowe Bell & Howell even though Glencoe has divested of its majority ownership position.
Prior to joining Tatum (1997 to 2000), Mr. Burgman was self employed and provided strategic, operational, and financial consulting services to a variety of businesses. He also was taught at both the graduate and under-graduate level at Roosevelt University and at the Lake Forest Graduate School of Management.
From 1987 to 1996, Mr. Burgman was Chief Financial Officer and Treasurer of Culligan Water Technologies, Inc. In addition to his CFO duties, he had considerable experience in the operations of Culligan's international subsidiaries.
From 1986 to 1987, he was President of Transco Products, Inc., which provided engineered products and related services primarily to both fossil and nuclear utilities.
From 1980 to 1986, he was with AM International Corporation, serving its Mulitgraphics Division (1982 to 1986) as Vice President of Field Operations (with responsibility for sales, service and marketing) and its Bruning Division (1980 to 1982) as Vice President of Finance and Administration.
Mr. Burgman's early career included positions at Apeco Corporation as CFO (1976-1980), Boss Manufacturing Co. as corporate controller (1973-1976), and Price Waterhouse & Co. (1963-1973) where he attained the position of Audit Manager. He is currently an adjunct faculty member of both Roosevelt University and Lake Forest Graduate School of Management. Mr. Burgman earned a B.B.A. in Accounting from Loyola University in Chicago, and an M.B.A. from the University of Chicago, Graduate School of Business. He is a CPA in the state of Illinois.
With more than 40 years of experience in executive search, Mike Corey is a recruiting industry icon. He specializes in financial services and all lines of insurance, and has recruited over 3,000 executives and consultants worldwide in the private sector, as well as consulting firms and not-for-profit organizations. His experience includes CEOs of all insurance lines, benefits consulting and healthcare, and also mid to senior management and consulting positions.
Mike was formerly with Caldwell Partners and previously held leadership roles at executive search firms Heidrick & Struggles and Highland Partners, Lamalie & Associates and Ward Howell. From 1984 to 1995, Mike was the sole owner, CEO and senior business developer for the Chicago Search Group, which was the largest insurance-focused boutique search firm in the country. He was involved in the recruitment of insurance executives in all product lines including employee benefits. His major client for many years was Towers Perrin, where he recruited 400 consultants and the two most recent CEOs.
Mike has been significantly involved with the Actuarial Foundation as a trustee and a trustee emeritus. He also was recently elected to the board of the American College. He created and continues to run the Insurance Legend's Golf Classic, an annual ACLI-sponsored fund raising event.
Mr. Mater has a long history of accelerating profitable growth through corporate development, creative transformations, acquisitions, partnerships, and operational excellence - all sustained on a foundation of relationship-building and trust.
Prior to joining Kinsale, Mr. Mater led an independent consulting practice focused on supply chain services, market analysis, cost management, and customer engagement/experience across multiple industries including healthcare, consumer goods, and not-for-profit. Prior to his consulting experience, Mr. Mater led strategy and corporate development for Thomson Reuters’ healthcare analytics business, and DeVry’s medical education institutions. At DeVry, he was the commercial lead to build a college of osteopathic medicine and expand DeVry’s United States based medical business.
Before joining DeVry, Mr. Mater was with Cardinal Health where he led strategy development, spearheaded acquisitions, and intiated lean six sigma process improvement in the medical products business. Prior to Cardinal Health, Mr. Mater held executive positions with ProQuest/Bell & Howell, Baxter, and Electronic Data Systems. He began his career in finance and accouting at Owens-Corning. Mr. Mater also serves on a several private and not-for-profit boards.
Mr. Mater earned an MBA from the University of Michigan, and a BBA from the University of Wisconsin -Eau Claire.
Mr. Pehlke currently serves as the Chief Financial Officer of joined Heidrick & Struggles and is also a member of the Company's Executive Committee.
Prior to joining Heidrick & Struggles, Mr. Pehlke was the Executive Vice President & Chief Financial Officer of Grubb & Ellis Company from 2007 to 2010. From 2003 to 2005 he was an Executive Vice President & Chief Financial Officer and Director of Hudson Highland Group. Mr. Pehlke has over 35 years of global corporate financial leadership experience in the business services, telecommunications, food & consumer products, financial services and commercial real estate industries.
Mr. Pehlke currently serves as a board member of Ideal Industries, Sycamore IL and Valparaiso University. Past board experience includes Edward Health Services Corporation, Hudson Highland Group, New Zealand Telecom and Belgacom (Belgium).
Michael Wilhelm is a senior level executive with proven skills in general management, strategic financial management, financial accounting and control, capital markets, global treasury, credit and risk management. He has experience with publicly traded companies as well as leveraged private companies.
Mr. Wilhelm has been with Bowe Bell & Howell Company since late 2001 until present. Since 2008, he has served as Vice President and Chief Financial Officer. In this role, he has been responsible for all finance, accounting, reporting, tax, treasury and risk management. He is also a member of the executive committee and benefits committee, and he serves as a key advisor to the board of directors. Since joining Bowe Bell & Howell, Mr. Wilhelm has driven significant cost reductions in the operation and structure of the business, while also being involved with the re-design of the business unit financial reporting, which now better highlights profitability and accountability. He has also closed two acquisitions and divestitures of two non-core businesses while in this position.
Prior to joining Bowe Bell & Howell Company, Mike spent 17 years at Proquest Company, a publicly traded company with operations in manufacturing, publishing, software and business services. He also spent some time with Evans Products Company and LaSalle National Bank before this. Mr. Wilhelm holds his MBA in Accounting and Finance from Northwestern University’s Kellogg School of Management (1980) and a BBA from Loyola University of Chicago in Finance and Economics (1976)