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Howard Fletcher, Jim Lewin and Richard Freeman have over 75 years combined experience dealing with  equity investments, capital markets and capital markets transactions.  They also have significant management and board of directors experience and in some cases have owned and operated their own manufacturing companies. This experience creates a skill set that is unique in a firm of our size.  Specific skills would include  management and transaction experience in the following disciplines and industries:

 

 Discipline Experience

Industry Experience

Auditing

Manufacturing 

International trade finance and commerce 

Distribution

International private banking 

Consumer products 

Commercial lending

Construction 

Real estate finance

Software 

Leasing 

Semiconductors 

Mergers & acquisitions 

Wireless technologies 

Private equity placements 

Health care 

Initial public offerings 

Commercial banking 

Secondary offerings 

Investment banking 

Debt placements 

Mortgage banking 

Business and strategic planning 

International banking

Private equity investments and analysis

Insurance services


Howard C. Fletcher III - Partner
Mr. Fletcher is a financial professional with over 25 years experience in corporate finance, executive management and international business.  He has been CEO of a number of public and private companies and a director of many for-profit and not-for-profit organizations.  Mr. Fletcher has extensive experience assisting senior executives of troubled companies.  In that capacity, he has successfully raised public and private equity, placed debt and advised on the purchase and sale of numerous businesses.  He has significant international experience and contacts, having lived and worked overseas.  Mr. Fletcher has a Masters degree in International Management and a Bachelor of Science degree in Finance, both from the University of Southern California.  He is also a graduate of the Stanford Executive Management Program at Stanford’s Fallen Leaf Lake Campus in California.  He is a Registered Securities Representative with Series 7, 24, 27 and 63 securities licenses. You may e-mail Mr. Fletcher by clicking on his name.

 

James F. Lewin - Partner
Mr. Lewin's background includes over 25 years in international, commercial and investment banking, and nearly a decade as the principal shareholder and CEO of a rapidly growing manufacturing and distribution business in California.  He was most recently the principal of LewAZ, a capital advisory firm that assisted private owner managed companies in completing corporate and commercial finance transactions.  During his 20 years at Security Pacific Bank, Mr. Lewin served in a number of senior management positions in the U.S. and internationally.  Applicable assignments included responsibility for the funding of all of the institution’s subsidiaries and affiliates domiciled outside of the U.S., general management of two overseas affiliates and general management of the bank’s California staff departments.  For two years, he served as President, Director and CEO of Guardian Bancorporation, Los Angeles, California.  Mr. Lewin has extensive senior management and Board of Director experience within public companies and he is a graduate of the University of Cincinnati where he earned a B.A. in Political Science. You may e-mail Mr. Lewin by clicking on his name.



Richard J. Freeman - Partner
Richard J. Freeman – Mr. Freeman has worked extensively in both public securities and private equity investing and possesses a broad investment perspective. His past positions include serving as an auditor for the State Of Michigan Insurance Bureau, an investment analyst for both the State of Michigan Treasury Department and Metropolitan Life Insurance Company, Director of Investment Research, portfolio manager and equity analyst at Bank One (First Chicago Corporation), and Director of Investment Research and assistant portfolio manager at Kemper Financial Services’ Selected Financial Services mutual fund complex and Managing Director for the private equity segment of Century Capital Management, Inc. He is a Chartered Financial Analyst and a member of the Phoenix CFA Society and the Association of Insurance and Financial Analysts.  Mr. Freeman graduated from Michigan State University Magna Cum Laude and was elected a member of Beta Gamma Sigma (the national business school honor society) and earned a Masters of Business Administration from Michigan State University and a Masters Degree in Accountancy from Western Michigan University. Mr. Freeman has served on numerous boards of directors and has chaired four Audit Committees. He was a board member of Fidelity National Information Solutions, Inc. (NASDAQ: FNIS) and chaired the Audit Committee. He is currently a board member of Peak Performance Solutions, Inc. and serves as the Chairman of both the audit and compensation committees. You may e-mail Mr. Freeman by clicking on his name

Associations & Affiliations
We are affiliated by ownership or associated by contract with other firms possessing specialized expertise in areas such as investment advisory services, real estate development and management, international business services, and business planning. Our extensive network of contacts also enables us to bring industry specific experts and professionals with specific skills to support the efforts of our team.