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Our Team
Derrick S. Rushnell
Chief Executive Officer
Mr. Rushnell has accumulated substantial experience over the past 21
years. He brings 14 years “corporate world” experience
having held increasing senior level positions in corporate
finance, investment banking, sales, and consulting with
companies such as AT&T, Citigroup and First Union Capital
Markets Group. As an entrepreneur, he raised private capital
to facilitate the acquisition of a small middle market firm
then grew it exponentially and later sold it for a
tremendous return on capital. As interim Chief Operating
Officer for a middle market fabrication and distribution
company, he advised shareholders on strategic and financial
planning and corporate restructuring; those efforts resulted
in a sales increase of 200% and over 100% increase in
profits. Mr. Rushnell holds an MBA from Pepperdine
University’s Graduate School of Business, has a BS degree
from Florida State University and is a graduate of Citicorp
Corporate Finance Program, as well as AT&T‘s Sales
Management Training Program.
Jim Meeks
Managing Director
Mr. Meeks has over 22 years experience in direct financial consulting and
in business succession and transition planning for high net
worth business owners. He is the former Managing Director
for Northwestern Mutual Financial Network in the Sarasota
network office. Jim has received numerous industry, company
and community awards. He has consistently been a member of
the Million Dollar Round Table in recognition of his
accomplishments and high ethical standards. Mr. Meeks is a
graduate of Murray State University with a BS in Marketing
and has completed Harvard Law School’s Program on
Negotiation for Senior Executives. He holds NASD Licenses
6,7, 9, 10, 12, 63, 65, and is a Registered Financial
Advisor.
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David Burns
Managing
Director
Mr. Burns has an unique mix of investment banking (Goldman Sachs),
operations (SBA Communications), and entrepreneurial (chain
of quick lube stores) experience. While at Goldman Sachs, he
was involved in transactions in a wide variety of industries
and dealt with both public and private companies seeking
Wall Street expertise in M&A and capital formation. Mr.
Burns is a CPA and is a graduate of the University of
Tennessee, with a BS in accounting and holds an MBA from
Vanderbilt University’s Graduate School of Business.
Rick Becker
Managing Director
Mr. Becker has extensive
sell-side experience. He has personally led over 37
sell-side assignments with aggregate valuation of $1.4
billion. Along with his responsibilities as an engagement
partner on assignments, he actively maintains relationships
with over one hundred of the leading private equity firms
focused specifically on the Middle Market. Mr. Becker is a
CPA and has an MBA from the Wharton School of Business. |
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