Transcript
Portland: 1001 SW Fifth Avenue, Suite 1100 Seattle: 1420 Fifth Avenue, Suite 2200
Portland, OR 97204 Seattle, WA 98101
(503) 850-4739(206) 420-1222 nlbev.com
LEADERSHIP IN A TIME OF NEED
NextLevel team members become an extension of your senior management
LEADERSHIP & GOVERNANCE
Whether your business needs an executive role filled quickly or leadership resources that can work in tandem with your existing management team as you navigate change, it’s vital to have support in the Board and C-suite.
“We needed an interim CFO who could hit the ground running and bring process and discipline with limited oversight to turn around one of our underperforming divisions. NextLevel delivered exactly what we needed.”
Adrian Downes, SVP and CAO The Greenbrier Companies
BUSINESS TRANSITION LEADERSHIP
NextLevel serves companies in transition across a broad range of markets and industries. Our clients include privately-held and publicly-traded businesses addressing transitions or transactions demanding proven executive leadership, including:
- A leadership vacancy - Domestic & international expansion - Rapid growth challenges - Divestiture management - Acquisitions and integration - Generational transitioning - JV implementation - Restructuring/Turnaround - Equity or debt financings - Preparation for sale
- Operational and margin inefficiencies - Cyber risk management and resiliency
SELECTED CLIENTS
A professional services firm providing senior executives to lead strategic initatives, advise, or assume interim roles.
Puget Sound Business Journal - Fastest Growing Private Companies
- Board roles- C-Suite roles- VPs & Controllers- Interim roles - Interdisciplinary teams
Board Roles
Chief Executive
Finance Operations Technology
FIRMWIDE: Over 60 Executives and Growing
NextLevel is comprised of over sixty vetted, expert team members with an average of 20 years of leadership experience in the C-suite and board as CEOs, CFOs, COOs & CIOs.
Chuck Gottschalk CEO & Founder
Portland: 1001 SW Fifth Avenue, Suite 1100 Seattle: 1420 Fifth Avenue, Suite 2200
Portland, OR 97204 Seattle, WA 98101
(503) 850-4739(206) 420-1222 nlbev.com
PORTLAND TEAM: Governance - Operations - Technology
Todd is a senior executive with expertise in leadership, brand equity, marketing innovation, operational excellence, and team building. He offers global experience with diverse industry leadership success.
Compass Enterprise, Inc., President
Valmont, Americas Lighting & Structures, President
Sherwin Williams, Senior Vice President
Black & Decker, NA Western Sales Manager
MBA, George Fox University, B.A. OrganizationalCommunications, Montana State University
Todd BarthCEO/President
Richie has over 25 years of experience in CEO and executive management in private, venture‐backed and publicly held companies from large middle market to startups.
Amberwave Systems, Chairman, President and CEO
SpeedFam‐IPEC, Inc., Director, President and CEO
Tektronix Corporation, Senior Vice President
Board Experience: Radisys Corporation, ElectroScientific Industries, Amberwave Systems
BSEE, Northeastern University
Richie Faubert CEO/Board
Brian is a senior operations executive serving venture‐backed and middle‐market public companies nearing $400m in revenue. Specializing in transforming strategic corporate mandates into tactical initiatives, turn‐arounds, operational efficiency, and crisis/risk avoidance.
Skyron Systems, CEO & Board Member
SPA Inc., President
Sarif, VP Operations
Radisys, Senior Director Operations
MBA, Murray State University
BSBA, University of Arizona
Brian Sheets CEO/COO
Doug has over 25 years of information risk, compliance, governance, and large scale system design / integration in high-tech, consumer, financial services and travel. He focuses on pragmatic business solutions centered on people first, then process and technology.
AGI, Vice President and CIO
Dell, Inc., SOX and M&A Practice Lead
ConnectSouth, Inc., VP Operations
MBA, WA-WGU
Doug CreeleyCIO
B.A. Excelsior College
Marie is a seasoned Risk & Compliance Professional who serves as advisor to senior leadership and boards of directors in diverse matters. Providing planning, strategy and execution, Marie is especially effective at vertical collaboration and cultural/behavioral analysis, which enable long-term change and short-term wins.
AGI, Risk and Compliance Manager
Heiskell MacGillivray, Adivsory Services Consultant
Griffiths, Dreher, & Evans, Forensic Accounting Lead
MS Economic Crime, Utica College; BA Accounting, EWU
Marie RiceDirector IT & ERM
For over 25 years Ann has provided executive leadership and advice to leading regional corporations, public entitites, and nonprofits. WIth expertise in strategic planning, assessments, and exectuive development, Ann facilitates innovation, strategic initiatives, and dynamic team development.
Ann WItsil
Executive Director
Catalyst Strategies, Principal
NAO, Executive Transition Services, Associate
Kinship House, Executive Director
NIKE, Global Equipment, Director of Strategic Planning
US Bancorp, VP Strategic Planning & Market Research
MBA, Cornell University; BA Government, Smith College
Linette is an IT Executive in the goods-producing supersector of heavy construction, manufacturing, mining and utilities. She has global experience turning complex ideas and business needs into well-defined, executable plans by redefining processes, eliminating waste and increasing productivity. CIO and Executive IT Consultant CRH / Oldcastle, IT Executive Director, West USA Technet, Board of Directors M.A. Organizational Development, BA Information Systems
Gonzaga University
Linette LaimingerCIO / VP IT
PORTLAND TEAM: Finance and Accounting
Howard has over 35 years of financial and operational leadership experience focused primarily on rapid growth and change management situations with expertise in international, mergers, & channel analysis.
Specialized Bicycle Components, CFO
Kettle Foods, Inc., CFO
TaylorMade – adidas Golf, SVP & CFO
Sports Incorporated, CFO
Nike, Inc., International Board Member rolesMBA, University of Oregon; B.S., Utah State Univ.
Howard Allred CFO
Ryan has over 20 years of operational and financial leadership experience. He focuses on providing financial analysis and strategic planning necessary to drive growth, either organically or through mergers or acquisitions.
Cambia Health Solutions, Director, Strategic Finance
Intel Corporation, Senior Finance Manager
DSD & Company, Vice President & Business Manager
MBA, Cornell University; B.A., University of Colorado
Ryan Dutcher CFO & VP Finance
Phil offers 30+ years of strategic, financial and operational leadership, combined with deep technical accounting skills. He has served both public and private companies in the retail, wholesale distribution, and manufacturing sectors.
CFM Services, Principal
G.I. Joe’s, Inc., VP, CFO, & Corp Secretary
VWR Corporation, Controller, Audit Director
Arthur Andersen, Audit Advisory Manager
B.S. Business Administration & Accounting,Seattle University
Phil Pepin CFO
Tom is an experienced CFO who delivers enhanced shareholder value. He is a collaborative leader, mentor, and coach with extensive experience in business development, strategic business analysis, and revenue and margin management.
NIKE Jordan Brand, CFO
NIKE, Director of Finance & Strategic Planning, USAApparel
NIKE, Director of Finance & Division Controller, USAFootwear
B.A. Accounting, St. Ambrose University
Tom Pullella CFO
Chuck is a Corporate Controller with over 25 years experience delivering timely and accurate financial statements, budgets, and variance analysis. Establishing needed policies and controls to manage risk and meet all reporting requirements, he communicates effectively with senior management and mentors junior staff.
Traeger Pellet Grills LLC, Corporate Controller
Amcor-Sunclipse Corporation, Divisional Controller
Tetra Pak AB, Divisional Controller, Finance Manager
Gulf Oil Corporation, Exchange Accountant
BS Economics, Nasson College
Michael has more than 15 years of financial and operational leadership experience in Corporate Financial Planning & Analysis. He has extensive experience in developing best in class forecasting, budgeting, and financial modeling processes that improve operational and strategic decision making. RS Medical, Director of Financial Planning & Analysis Planar, Senior Financial Analyst Clarity visual Systems, Senior Financial Analyst Noé International, Board President B.S Business Administration Finance,
Portland State University
Chuck WoodsController
Michael VlietstraDirector Finance
Portland: 1001 SW Fifth Avenue, Suite 1100 Seattle: 1420 Fifth Avenue, Suite 2200
Portland, OR 97204 Seattle, WA 98101
(503) 850-4739(206) 420-1222 nlbev.com
“NextLevel was an excellent addition to the Bowtech team during an intensive period of change in the business. They delivered great value to our management team and our owners. ”
Sam Reinkensmeyer, CFO Bowtech Archery
Paul is a senior financial and operational executive with over 30 years experience serving mid market companies in various industries. Significant fund raising success supporting growth, recapitalization and transaction goals of private company owners.
Traeger Pellets Grills, LLC, CFO
Alfred Music Publishing Company, Inc., CFO
Avesco Media Group, CEO and CFO
Cybeq Nano Technologies, COO and CFO
Sony - Materials Research Corporation, Treasurer
B.S. Accounting & MBA-Finance,Iona College New Rochelle, New York
Paul VindigniCFO/COO/CEO
Terry Tigner Managing Partner
WHAT OUR PORTLAND CLIENTS ARE SAYING
“NextLevel Delivered” Project: Senior Financial Project Resource - M&A Acqusition “New Seasons Markets was facing a time when an acquisition and other key initiatives converged into a “perfect storm” of activity. We needed reliable, senior financial project competence and NextLevel delivered. NextLevel provided real value during this important time of growth and change.” Michelle Lantow, CAO, New Seasons Market
“Highly Recommended” Project: Interim CFO - IPO Project Leadership“NextLevel provided us with a highly skilled, interim CFO during a time of exciting growth at Papa Murphy’s. This allowed us to advance key initiatives without missing a beat. The executive leadership and expertise of NextLevel was a great benefit to Papa Murphy’s. Highly recommended.” Ken Calwell, CEO, Papa Murphy’s
“Very Valuable” Project: Interim CFO - Post Acquisition Integration“NextLevel provided the needed bandwidth of C‐Suite human capital to advance our initiatives and stay on plan. Very valuable.” Ron Johnson, CEO, BowTech
“A Trusted Advisor” Project: Senior Financial Project Resource - Re-Capitalization Initiatives“When we needed to improve our back office and finance functions, we turned to NextLevel. They offered leadership, advice, and project management that improved our ability to serve our clients. NextLevel has been a trusted advisor and valuable resource during this time of transition and improvement. I recommend them with confidence." Tony Arnerich, CEO, Arnerich Massena
“Exceeded Expections” Project: Interim CFO - Healthcare Technology - Executive Team Stabilization “NextLevel exceeded our expections. Our entire investment team was very impressed with their process and commitment. Our firm highly recommends NextLevel.” Christina Miller, Principal, Norwest Equity Partners
“Exactly what we needed” Project: Interim CFO - Business Unit Performance Enhancement“We needed an interim CFO who could hit the ground running and bring process and discipline with limited oversight to turn around one of our underperforming divisions. “NextLevel – Building Enterprise Value” delivered exactly what we needed, a seasoned CFO who brought focus, process and discipline, was a good fit with our culture and was instrumental in driving change and improving results.” Adrian Downes, SVP and Chief Accounting Officer, The Greenbrier Companies
Portland: 1001 SW Fifth Avenue, Suite 1100 Seattle: 1420 Fifth Avenue, Suite 2200
Portland, OR 97204 Seattle, WA 98101
(503) 850-4739(206) 420-1222 nlbev.com
Puget Sound Business JournalFastest Growing Private Companies
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