© 2015 by Floridian Investment Management, LLC.

 

ADVISORY TEAM

 

 

 

 

 

 

 

 

 

 

 

Ayman M. Elyasin | Transaction Advisory

 

Ayman helps to provide investors with accretive opportunities and business owners with ideal partnerships. Prior to FLOVEST, Ayman was Director of Business Development at Norman Alex - a boutique international corporate development and executive search firm specialized in financial services. Ayman completed his studies at Florida International University, where he obtained a BA in Economics as a USDA scholar, MBA in International Business and MS in Finance. He serves as an advisor to a private technology company and volunteers as his alma mater's Honors Alumni President.

 

 

 

 

 

 

 

 

 

 

 

Jack Staley | International Banking Advisory

 

Jack is a graduate of Gettysburg College, Gettysburg, Pa. where he majored in Economics and Political Science. After university, he earned his Master’s degree in Finance from the Wharton School at the University of Pennsylvania in 1970. After serving two years in the United States Air Force, his work career began with Merrill Lynch and progressed to The Boston Company in Boston (now part of BNY Mellon) where he managed the liability side of the Bank’s balance sheet. The Boston Company sent Jack to London to build a new bank, which he did, while also acquiring a Swiss Bank and a mutual fund processing company in the process. Jack has spent the last twenty-five years in Europe managing and running banks and US broker-dealers. The majority of that time was with Prudential Bache Securities, where he had significant responsibilities running their Bank in Geneva and all of their offices in Europe and Asia. Jack has acted as a strategic consultant to various Swiss Banks, other corporations, and venture capital groups. Jack serves on the Board of Governors to the Tufts University Medical Center and is a Board Member to Prescriber's Choice.

 

 

 

 

 

 

 

 

 

 

 

Carol Pepper | Wealth & Succession Planning Advisory

 

Carol Pepper is CEO of Pepper International, a family office located in New York City that she founded in 2001. She has over 25 years of experience in the wealth management industry. In 2015, Carol was named one of the 50 Most Influential Women in Private Wealth by Private Asset Management. In 2014, 2012 and 2011 Pepper International was nominated for Private Asset Management awards. In 2009, Barron’s named Pepper International one of the top family offices in the U.S. Carol was named a Rising Star in Wealth Management by Institutional Investor News in 2007. Carol lectures extensively around the world on issues of interest to the family office industry. Her current and past speaking engagement agendas are posted on the Pepper International website. Prior to forming Pepper International in 2001, Carol had extensive experience as a private banker at JP Morgan Private Bank, Citibank Private Bank and Credit Suisse Private Bank. She also managed over $1 billion of private client assets as a Senior Relationship Manager and Portfolio Manager at Rockefeller & Co., the multi-family office founded by the Rockefeller family. Carol also worked on the creation of a web-based virtual family office as a Principal at Morgan Stanley. Carol graduated cum laude from Bryn Mawr College in 1984 with a BA in Philosophy and a Minor in Russian language. She obtained an MBA in Entrepreneurial Studies from Columbia University in 1989. Carol is an active volunteer with non-profit organizations, including the Global White Lion Protection Trust and Bryn Mawr College.

 

 

 

 

 

 

 

 

 

 

 

Greg Doyle | Operational Excellence Advisory

 

Greg is a career CEO and serial entrepreneur for multiple middle-market firms that he led through successful funding rounds and exits. He has built and organically grown five different company teams and boards. Moreover, he has raised over $100M for various seed rounds, forms of debt, and convertible notes. Throughout his career, Greg has established and led multiple early to mid-stage companies with three successful acquisition/liquidity events of $10M+, delivering strong IRR to investors. Most recently, Greg was CEO of Leading Biosciences. Prior, Greg was Managing Partner of InLab Ventures (VC firm), CEO of GSD Holdings ($70M real-estate acquisition fund) and Co-Founder of CourseMasters ($25M exit). Beforehand, he held roles at UBICS as their simultaneous Division President for Enterprise Solutions ($40M P&L and 85 employees) and President of Square Radius (62 employees). Prior to UBICS, Greg was Managing Director of Sapient Corporation's West Coast Division ($150M P&L). He began his career as Owner of Red Cloud Design ($10M exit), then joining Electronic Data Services as an M&A deal team specialist, and thereby becoming a strategic management consultant at A.T. Kearney. Following A.T. Kearney, he Co-Founded WebMiles.com (exited). Greg has also built, grown, and managed large portfolios of patents, licenses, and intellectual property elements, including putting in place and managing legal IP teams that assisted in filing and prosecuting IP assets. He earned an MBA from USC Marshall and BA in Finance from Brigham Young University. Greg serves as a board member for the Builder Industry Association and Ladera Ranch Civic Council and has been honored as Entrepreneur of the Year by Phoenix Inc. Magazine. 

 

 


 

 

 

 

 

Adil Dalal | Leadership & Lean Training Advisory

 

Adil is the CEO of Pinnacle Process Solutions and an award-winning thought leader and author in lean, leadership and project leadership. Prior to founding Pinnacle, Adil spent nine years at Stryker where he oversaw several strategic and acquisition initiatives as a Director. Adil is an accomplished executive coach, global keynote speaker and recipient of the 2014 Global Award for Outstanding Contribution to Quality & Leadership by the World Quality Congress. Adil has pioneered several key advances in lean and project leadership and is the recipient of the 2015 ASQ Crosby Medal, 2014 Shingo Research & Publication award and 2013 Axiom Business book award for his first publication "The 12 Pillars of Project Excellence: A Lean Approach to Improving Project Results." Adil has also authored "A Legacy Driven Life" and co-authored ASQ's “Lean Handbook” and “Changing Your World". Adil is finalizing his Doctoral Dissertation in Performance Psychology and holds two Master’s degrees along with numerous certifications as a Certified Project Manager (PMP), Certified Quality Engineer (CQE), Certified Lean Bronze Professional (LBC) and Certified Executive Coach (BCC). Adil is a registered training provider for Lean Certification classes through SME, ASQ, AME and Shingo.

 

 

 

 

 

 

 

 

 

 

 

 

John M. Smart | Strategic Foresight Advisory

 

John is a graduate of U.C. Berkeley with a B.S. in business administration, along with an M.S. in Futures Studies from the University of Houston and an M.S. equivalent from the UCSD School of Medicine. John has been a keynote speaker on technology foresight, leadership, and entrepreneurship while also conducting foresight and strategy workshops, scenario planning, forecasting, competitive intelligence, and due diligence consulting. His clients span multiple sectors to include organizations as the US Army, US Navy, US Air Force and firms as McKinsey, Booz Allen, The Princeton Review, LG, Science Channel, and Nissan. John is President of the Acceleration Studies Foundation and CEO of Foresight University, a foresight development and entrepreneurship community run by academically-trained foresight professionals, entrepreneurs, and technologists. Among John’s areas of expertise, he focuses on improving and growing graduate courses and programs in technology foresight and strategic foresight. He is a primary author of several next- generation IT foresight studies, including the Metaverse Roadmap and Open Internet TV. John serves as a Technical advisor to NextIT - a leader in smart agent platforms. He is also co-founder of Evo Devo Universe Research Group, which explores evolutionary development in complex adaptive systems. John believes there has never been a better time start paying attention to the most powerful forces on the planet today and use them to make a smarter, faster, stabler, wealthier, better world.

 

 

 

 

 

 

 

 

 

 

 

Dan Bradbary | Post-Merger Integration Advisory

 

Dan founded PMI Advisors (PMIA) in 2016 after recognizing a need for applying an organized project management approach to merger integration for mid-market companies.  Prior to PMIA, Dan was the Founder and CEO of V-Rooms® Virtual Data Rooms, a 10-year-old company that provided a secure document exchange platform for thousands of transactions in the M&A industry.  Many of the virtual data rooms that were set up during the due diligence and deal negotiation phases remained intact for the subsequent merger integration phase.  With confidentiality and security a major concern, these secure data rooms provided a central repository for sensitive information relative to HR, IT, Legal, Finance, and Operations. Prior to V-Rooms, for 15 years he was the Founder and CEO of Project Management Services, Inc., an Atlanta-based firm, that grew to a 150-person consulting firm, providing management professionals and systems to assist Fortune 100 companies with their post-merger integration and other special projects. Dan was directly involved in numerous corporate sponsor projects preparing for the 1996 Atlanta Olympic Games. His book, Innovative Techniques for Project Management, (Wiley & Sons), which draws upon many "in the trench" experiences, is a light-hearted and informative look at managing people and complex projects. He has an MBA from Georgia State University and BS in Engineering from Georgia Institute of Technology.