Partners

Just as we have a Resource Team that regularly supports and guides our clients day to day, we also have a number of Strategic Partners to our firm that provide ancillary services that complement our efforts, and further enhance the solutions we are able to deliver on an ongoing basis.

We may reference or refer you to one or many of these individuals over the course of our work together, and you will receive a discounted rate if you decide to engage them for their expertise as a result of their strategic relationship with us.

Our partners are listed alphabetically, so we invite you to peruse the entire list to determine who provides goods or services that you might find beneficial.

 

Timothy Cartwright

Chairman
Tamiami Angel Fund I, LLC
3003 Tamiami Trail North, Suite 410
Naples, FL 34103

Phone

239.262.6300

www.tamiamiangels.com

Timothy J. Cartwright is Chairman of the Tamiami Angel Fund I, LLC, SW Florida's first Angel Fund. Mr. Cartwright also serves as Chairman of the Gulf Coast Venture Forum, a non-profit Angel Investment Network serving Southwest Florida with two chapters located in Naples and Sarasota. Mr. Cartwright is the Managing Director of Compass Advisory Group, LLC, a firm he founded in 2003 and merged into Fifth Avenue Advisors in 2006. Compass Advisory Group is a merger and acquisition consultancy that completes business transactions and corporate restructurings for middle market companies. Prior, he co-founded By-Products Interactive, an electronic trading, market research and publishing company; and Benchmark Solutions, a supply chain consulting company. He began his career working with middle market companies at Arthur Andersen with a specialty in enterprise software solutions. Mr. Cartwright earned his MBA degree from J. L. Kellogg School of Management at Northwestern University and his undergraduate Economics degree from the University of Wisconsin.

In SW Florida, his Board positions include the FGCU Foundation Board, Economic Development Council of Collier County, and the Northwestern Alumni Club of Naples. Additionally, he serves as a member of BioFlorida's SW Florida chapter organizing committee. At the state level, Mr. Cartwright serves as a Director for the Florida Economic Development Council, as a judge for ITFlorida’s annual statewide awards program and as a member of the Selection Committee for the Florida Venture Forum’s Early Stage Venture Capital Conference. Most recently Tim has severed as Judge and Panelist for numerous initiatives in including Moffitt Cancer Center 6th Annual Business of Biotech Conference, Venture Pitch Orlando and Tampa’s Igniting Innovation Program.

 

James M. Hill

Partner and Executive Chairman
Benesch Attorneys at Law
200 Public Square, Suite 2300
Cleveland, OH 44114

Phone

216.363.4444

Email Address

jhill@beneschlaw.com

Mr. Hill is the Executive Chairman of Benesch Attorneys at Law. He is Chair of the firm's Private Equity Group and an active and practicing member of its Corporate & Securities Practice Group. Mr. Hill also served as Benesch's Managing Partner from 1999-2007 and is a member of the firm's Executive Committee. He focuses his active practice on publicly and privately held growth companies in addition to representing equity and mezzanine funds. Mr. Hill primarily handles mergers and acquisitions, public and private offerings of equity, and public and private offerings of debt. He also works with copanies as to strategies both for organic and acquisitive growth and potential exit or recapitalization; whether they are sponsored or nonsponsored as to ownership. He enjoys working with family owned businesses as he grew up in a family owned building materials business.

Mr. Hill was again selected by his peers for inclusion in The Best Lawyers in America® 2013 (Copyright 2013 by Woodward/White, Inc., of Aiken, SC) and was selected by Chambers as a 2013 Leader in this field (Corporate Law and Mergers & Acquisitions).

Mr. Hill has published numerous articles and has been a keynote speaker on the subjects of mergers and acquisitions dealing with the formation and ongoing operations of private equity funds and their subsequent acquisitions and dispositions of portfolio companies. He is also very active with enterprises that do not have a financial sponsor. Additionally, Mr. Hill sits on a number of boards of directors. He is admitted to practice in Illinois.

 

Robert MacKinlay, CPA

President
Cohen & Company
121 S. Main Street, Suite 300
Akron, OH 44308

Phone

216.774.1181

Email Address

rmackinlay@cohencpa.com

www.cohencpa.com

Rob serves as President of Cohen & Company and is charged with leading the strategy, growth and profitability of the firm’s core accounting and tax departments. An accountant by training but a businessman at heart, Rob relishes being on-site with clients, helping owners assess their business and tackle strategic issues such as growth, employment and working capital. He uses his business background and easygoing communication style to serve as a facilitator for many of his clients’ strategic business meetings.

 

Peter K. Shelton

Partner
Benesch Attorneys at Law
200 Public Square, Suite 2300
Cleveland, OH 44114

Phone

216.363.4169

Email Address

pshelton@beneschlaw.com

Mr. Shelton is a Partner with Benesch Attorneys at Law. He is with the firm's Corporate & Securities Practice Group. His a member of the firm's Private Equity Group and China Practice. Mr. Shelton focuses his practice on transactional and corporate work, and also advises on China-related transactions and business matters. He has significant experience in mergers, acquisitions and divestitures, as well as private debt and equity financings, as well as venture capital investments. In addition, he counsels clients with respect to general contract drafting and negotiation matters, joint ventures, partnership agreements, shareholder agreements and other day-to-day corporate matters.

 

Christopher B. Walling, CRPC

Managing Partner
Stratos Wealth Partners
300 E Broad Street, Suite 530
Columbus, OH 43215

Phone

614.285.3462

Email Address

cwalling@stratoswp.com

www.StratosWealthPartners.com

Chris is a Founding Partner and Managing Partner for Stratos Wealth Partners Ltd. in Columbus, Ohio. Chris previously worked as a Branch Manager and Wealth Advisor with Smith Barney Inc. for 15 years in Columbus, Cincinnati, and Seattle, Washington. Chris has advised many corporate executives from Fortune 500 companies as well as a number of technology executives and health care ventures.

For 18 years, Chris Walling has been advising corporate executives and financial advisors about the aspects of investments and planning for corporate executives. Chris has been featured in Registered Representative Magazine for his focus on helping executives in the technology sector with regarding hedging and monetization of company stock and options; as well as training financial advisors on the basics of managing concentrated stock positions.

Chris graduated from Denison University in 1992 with degrees in Economics and Communications and lives with his wife Jackie and four children in Powell, Ohio and enjoys golf, tennis and skeet shooting.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.