Deloitte Corporate Finance has access to the resources of the Corporate Finance Advisory practices of the member firms within the Deloitte Touche Tohmatsu Limited network of member firms, and their affiliates. You should only be asked to sign in once. . CEO | Deloitte Corporate Finance LLC [email protected] +1 704 333 0533 650 S. Tryon Street Suite 1800 Charlotte NC United States 28202-4200 View map Based in Charlotte, Phil is the CEO of Deloitte Corporate Finance LLC (DCF) in the U.S and serves as the Global Leader of Deloitte Corporate Finance. At the Entrepreneur Summit, all things become possible. Kevan Flanigan, national managing director of Deloitte Corporate Finance LLC since 2010, will continue to lead the practice that now includes all of the professionals from McColl Partners. McColl founded the firm in 2001 with six investment bankers. Prior to joining Parthenon, Matt was an investment banking Analyst at McColl Partners (now Deloitte Corporate Finance), where he worked on middle-market mergers and acquisitions across a range of industries. Prior to joining Deloitte, Mr. Winer was as Managing Director and Partner at McColl Partners, LLC where he served as the head of the Infrastructure Group. NEW YORK, June 10, 2013 /PRNewswire/ Strengthening its position as a leading M&A advisor for middle-market transactions, Deloitte Corporate Finance LLC (Deloitte Corporate Finance) announced today that it has acquired substantially all of the assets of McColl Partners, LLC (McColl Partners), an advisory-focused investment bank. We create personalized solutions and deliver value through every milestone. While at McColl Partners, Jeffrey worked directly with senior partners in executing middle-market mergers, acquisitions, and leveraged buyouts, in addition to competing for . NEW YORK (Reuters) - Accounting and financial services firm Deloitte LLP struck a deal on Monday to buy boutique mergers and acquisitions advisory firm McColl Partners LLC in a bid to strengthen its position as an adviser on middle-market deals. You may try one of the links below or do a search. The institute released for public comment a draft of the proposed changes it wants to make to its International Professional Practices Framework. This global survey explores companies priorities with a focus on how the pursuit of resilience is driving companies strategies and actions. Click here to register, Not for publication, email or dissemination, MassMutual looks to tap a wider market for its fund finance products, INPRS expands commitment to HPS-managed account, The private debt market 2023: Five things to consider, Direct lending contemplates a change in direction. Headquartered in Charlotte, NC, with additional offices in Atlanta, Dallas and Los Angeles, McColl Partners has dedicated teams serving clients across a number of industries, including consumer, industrial, business and financial services, health care, energy and technology. Management, a specialty retailer, on its recapitalization with Golden Gate Capital, Advisor to Neways International on its sale to Golden Gate Capital. Founded in 2001 by Hugh McColl and six investment bankers, McColl Partners is highly regarded for its strategic advice and assistance to entrepreneurial and institutional clients in evaluating and executing mergers, acquisitions, divestitures, and private capital raising assignments. Based in Charlotte, Phil is the CEO of Deloitte Corporate Finance LLC (DCF) in the U.S and serves as the Global Leader of Deloitte Corporate Finance. Click here. McColl Partners'founder Hugh McColl will work with Deloitte FAS as a senior strategic advisor. Our editors' annual selection of the best new and improved tools for accountants from the past 12 months. Learn more about the Entrepreneur Summit. Lets chat. The leading site for news and procurement in the International Accounting Bulletin. McColl Partners, LLC um banco de investimento que presta servios de middle-market empresas e instituies financeiras. Please check your spam or junk folder just in case A global perspective and an accompanying podcast series, looks at how PE firms are shifting their focus to preserve the value of companies in their portfolios. For information, contact Deloitte Global. For more information, visit www.investmentbanking.deloitte.com. Susie Angelucci A team of nearly 70 professionals will join Deloitte Corporate Finance, a subsidiary of Deloitte Financial Advisory Services LLP (Deloitte FAS). No financial terms were disclosed. 2023. The Big Four firm laid off approximately 700 people in its advisory business, or close to 2% of its total staff. Nearly 70 people will join Deloitte from McColl . Certain services may not be available to attest clients under the rules and regulations of public accounting. Prior to joining DCF, Lorin served as a managing director and co-founding partner at McColl Partners, LLC. She has also served as the Canadian firms Managing Partner, Quality, Risk & Regulatory Management for Canada where she was responsible for protecting and enhancing the firms brand and reputation through ensuring quality client service, strong risk management processes and regulatory and professional compliance. Jamie serves as the Global Lead for Deloitte Privates Advisory practice, heads Deloitte Corporate Finances financial sponsor coverage effort, and guides the development of The Entrepreneur Summit across six continents. Phil has served as a lead advisor for the sale or acquisition mandates of numerous companies in . Request a free trial. Deloitte bought substantially all of Charlotte, N.C., investment bank's assets and will add roughly 70 members of its professional staff, including 13 managing directors. Does M&A remain on the agenda for manufacturers? It did not disclose the value of the deal. Histria. When co-founding our firm, Hugh McColl (former Chairman and CEO of Bank of America) sought to partner with professionals who shared his passion for winning, providing clients the highest level of service, and never sacrificing the integrity of the firm. Former Trustee and Board Chairman of Trinity Episcopal School. IRIS Software Group acquired Apex HCM; and SD Mayer & Associates added Seifer, Murken, Despina, James & Teichman's tax practice. When typing in this field, a list of search results will appear and be automatically updated as you type. Flexibility, cost savings, and increased agility are top priorities, making the use of skilled, independent workers an integral part of success. McColl Partnersfounder Hugh McColl will work with Deloitte FAS as a senior strategic advisor. "This transaction also bolsters the sophisticated investment banking advisory services we provide our large corporate clients as they pursue strategic mid-sized deals in both domestic and global markets and middle-market clients seeking access to global markets or who are engaged in life event transactions.". Phil has served as a lead advisor for the sale or acquisition mandates of numerous companies in each of the following industries: human resource services, outsourced software, postsecondary education, corporate training, community banking, and consumer finance, among others. Our services address the unique challenges faced throughout the business lifecycle and connect business leaders to a global network of ideas, knowledge and experience. Make sure you're getting it all, IIA aims to overhaul internal audit standards, IRS CI gears up for consumer protection campaign, 5 tax pitfalls for wealthy clients this filing season. March 29-30, 2023 Convene, 117 W 46th St, New York, April 19-20, 2023 Convene, 117 W 46th St, New York, May 17-18, 2023 Hilton Tower Bridge, London, May 23-24, 2023 Convene 117 West 46th Street, New York, Get limited access to our industry news, analysis and data, plus regular email updates. McColl Partners Executive Team (5) Update this profile Name Title Board Seat Contact Info; Thomas Spivey: Sit in on panel discussions that address key issues impacting M&A activity and capital markets. University of Chicago, the Booth School of Business: MBA, Finance and Accounting (with highest honors), Series 7, 24 and 63 Investment Banking Representative and General Securities Principal. Like this story? Press ESC key to close search. Globally, this transaction will help drive new opportunities across the corporate finance practices of all member firms of Deloitte Touche Tohmatsu Limited. A team of nearly 70 professionals will join Deloitte Corporate Finance, a subsidiary of Deloitte Financial Advisory Services (Deloitte FAS). Deloitte's 'Business services mergers & acquisitions (M&A) update' provides Deloitte Corporate Finance LLC insights and market data analysis that shed light on M&A trends. McColl Partners' private capital solutions group has also helped clients raise more than $4bn in senior and subordinated debt, and its employee stock option plan corporate finance practice advises business owners and trustees. Global perspectives for private companies, Post-COVID private equity: Thriving in a bifurcated world of opportunity, Infrastructure, Transport & Regional Government, Telecommunications, Media & Entertainment. DTTL does not provide services to clients. it's been delivered there. Deloitte said the McColl deal will allow Deloitte Corporate Finance to add a team of nearly 70 professionals, including 13 managing directors. Fairmont Singapore, Get limited access to our industry news, analysis and data, plus regular email updates. Managing Director McNeill Y. Wester Managing Director James Heidbreder Managing Director Steven Aguiar Managing Director John Reiboldt Managing Director Tim VanBenthuysen Director Charlotte Atlanta New York Austin About Coker Capital Coker Capital is a division of Fifth Third Securities, Inc. The need to stay innovative and competitive has revolutionized the way companies get work done. (adsbygoogle = window.adsbygoogle || []).push({}); A Cheerful Stroll through Dallas Turtle Creek Plaza. Its Employee Stock Option Plan (ESOP) Corporate Finance practice advises business owners and trustees. The addition of McColl Partners professionals, including 13 managing directors, substantially expands Deloitte Corporate Finances geographic presence in the United States, and enhances its portfolio of innovative service offerings and its depth of industry coverage. Jamie has 25 years of investment banking experience, which he applies to the execution of M&A and financing transactions. and Karp Reilly, Advisor to Hy Cite Enterprises, a direct-selling cookware business, on its recapitalization with Palladium Equity Partners, Advisor to D.N.K. Member and former President of ACG Charlotte. Terms of the acquisition were not disclosed. Please enable JavaScript to view the site. [email protected] Deloitte has expanded its M&A advisory and capital raising business with its acquisition of Charlotte-based boutique investment bank McColl Partners. Certain services may not be available to attest clients under the rules and regulations of public accounting. All quotes delayed a minimum of 15 minutes. Claim your Free Employer Profile Website: www.deloitte.com Headquarters: Charlotte, NC Size: 1 to 50 Employees Type: Subsidiary or Business Segment Industry: Investment & Asset Management Revenue: $1 to $5 million (USD) Competitors: Unknown The latest conversations about Finance Join the conversation on Finance Lorin leads DCF's Consumer Business Group. Get an inside look at the rich diversity of background, education and experiences of our people. A subsidiary of Deloitte Financial Advisory Services LLP, Deloitte Corporate Finance LLC, has acquired the advisory-focused investment bank, McColl Partners LLC. Trustee of the Make-A-Wish Foundation of Georgia and the Make-A-Wish Foundation of Iowa. Don't have an account? A team of nearly 70 professionals will join Deloitte Corporate Finance, a . Deloitte Corporate Finance LLC (DCF), a broker-dealer registered with the US Securities and Exchange Commission (SEC) and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), is an indirect wholly-owned subsidiary of Deloitte Financial Advisory Services LLP and affiliate of Deloitte Transactions and Business Analytics LLP. The addition of McColl Partners professionals, including 13 managing directors, substantially expands Deloitte Corporate Finances geographic presence in the U.S., and enhances its portfolio of service offerings and depth of industry coverage. McColl Partners a fost fondat n septembrie 2001 de ctre Hugh McColl, David Vorhoff, Phil Colaco, Lorin DeMordaunt, Eric Andreozzi, Jamie Lewin i Brad Winer. Deloitte Corporate Finance will gain approximately 70 professionals from the acquisition. Deloitte Corporate Finance announced it has acquired substantially all of the assets of McColl Partners, a boutique advisory firm founded in 2001 by Hugh McColl, former NationsBank and Bank of America CEO. This transaction also bolsters the sophisticated investment banking advisory services we provide our large corporate clients as they pursue strategic midsized deals in both domestic and global markets and middle-market clients seeking access to global markets or who are engaged in life event transactions.. McColl Partners a fost achiziionat de Deloitte n iunie 2013. Adding McColl Partners professionals, including 13 managing directors, also substantially expands the firms geographical presence in the US and enhances its portfolio of service offerings . | Kevan Flanigan, who picked up the role as national managing director of Deloitte Corporate Finance in 2010, will continue to lead the practice that now includes all of the professionals from McColl Partners. Advisor to Drake Software, a leading tax software provider, on its sale to CINVEN. 2023. She has over 30 years of experience in assurance and advisory services providing value-added services to private and public clients. deal tables and more on the asset-based lending, factoring, Jamie was a founding partner of McColl Partners in 2001, which developed into one of the leading boutique advisory firms and was acquired by Deloitte. Before joining Insight Equity, Jeffrey was a Financial Analyst at McColl Partners (now Deloitte Corporate Finance), an investment bank focused on middle-market companies. Site-ul McColl Partners McColl Partners focuses on advising clients on middle-market mergers and acquisitions in industries including healthcare, energy and technology. It said Kevin Flanagan, the national managing director of Deloitte Corporate Finance, will continue to lead the business. The Entrepreneur Summit is a powerful way were helping entrepreneurs achieve their possible. 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