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Male

Location

Cedarburg, WI

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Current Partner at Oak Hill Business Partners Vice President-Commercial Banking at US Bank President & CEO at CU BizSource, LLC Education Dartmouth College - The Tuck School of Business at Dartmouth Trinity College-Hartford Summary 30+ years in the financial services industry in commercial banking, investment banking, state government, public policy development, and philanthropy. Demonstrated achievement using strong analytical, technical and managerial skills. Particular strength in problem-solving and conflict resolution involving multi-dimensional and complex issues. Service on numerous of boards of directors for privately-held corporations, private family foundations, and civic and community organizations. CAREER HIGHLIGHTS:  Credit: 20+ years of commercial loan origination with no significant loan losses.  Relationship Management: Profitably managed hundreds of middle market commercial banking relationships for Chemical Bank (n/k/a JP Morgan Chase), US Bank & M&I Bank.  Business Development: Successfully opened new markets and launched new financial products. Served as Administrator for Wisconsin Division of Economic and Community Development.  Deal-Making/M&A: Financial advisor on numerous highly successful M&A and Capital Raising transactions for manufacturing and service industry clients.  Entrepreneurship: Successfully managed new business start-up; owned and managed independent M&A boutique.  Public Policy Philanthropy: Helped start Brady Program for Freedom and Culture at the American Enterprise Institute (Washington, DC) and Discovery World (Milwaukee). Specialties Commercial Lending, M&A/Acquisitions/Divestitures, Strategic Planning, Banking/Treasury Operations, Financial/Marketing Analysis, New Business Development, Private Capital Placements, Philanthropic Investments, Corporate Directorships, Public Policy Development Experience Partner Oak Hill Business Partners August 2011– Present (8 months Oak Hill Business Partners is a professional services firm providing cross-functional, strategic business solutions for small and mid-sized companies. We use a cross-functional, “holistic", approach to providing world class solutions. Our Vision is... We believe that Entrepreneurs and Business Leaders should win or lose based on their business ideas, not on whether they can get the right kind of funding, staffing, or other factors. Oak Hill Business Partners provides the technical talent, as contractors, to help business owners overcome the other factors that hamper their dreams and passions. Our Partners help business owners improve productivity, profitability, and peace-of-mind. World Class Solutions...Midwest values. Vice President-Commercial Banking US Bank December 2006– October 2010 Maintain and develop commercial banking relationships with privately-held companies with annual revenues between $25 million and $500 million. Primarily focused on new business development with companies and their owners, including credit, wealth management & trust, treasury management, corporate payments systems, leasing, and other non-credit services. 3 visible recommendations for this position President & CEO CU BizSource, LLC 2005– 2006 Appointed first President and CEO of start-up/early stage development company providing credit analysis and underwriting, best practices consulting and institutional certification, secondary market access, electronic marketplace, loan servicing, and other educational and consultative products and services to support the credit union industry’s entry into and growth within the commercial lending segment of the financial services industry. Regional Director Americans for Prosperity Foundation May 2004– May 2005 501(c)(3) public policy advocacy organization that educates and engages citizens on economic policies that support restraining state and federal government growth and returning government to its constitutional limits. Consultant Hudson Highland Group March 2003– May 2004 Independent investment banker advising Hudson Highland Group in its shareholder spin-out transaction from Monster.com (TMP Worldwide, Inc.) and raising $50 million in capital. 1 visible recommendation for this position President & Chief Executive Officer Anderson/Roethle, Inc. August 1997– February 2003 Owner of Merger & Acquisition advisory firm specializing in transaction execution, capital raising, valuation, and M&A consulting for middle market companies ranging in size from $10 million to $100 million in annual revenues. Senior Vice President-Commercial Banking M&I Marshall & Ilsley Bank 1979– 1996 One of three senior executives responsible for management of commercial banking department including budgeting, product and human resource development, pricing and profit performance, marketing, sales and credit quality. Supervised 6 direct management reports and a total staff of 19. Directed all non-Metropolitan Milwaukee commercial banking activities, commercial real estate lending, health care and dealer finance units encompassing $700 million in assets and $2.5 billion in credit commitments. 1 recommendation for this position Vice President-Corporate PlanningEdit Marine National Exchange Bank (now JP Morgan Chase Bank) Responsible for short-term and long-range corporate planning as well as mergers and acquisitions for the Marine National Exchange Bank and its parent company, The Marine Corporation (n/k/a JPMorganChase). Also served as Chief of Staff for the Chief Executive Officer. Assistant Manager-Commercial Banking Chemical Bank-New York 1976– 1978 Completed formal credit training program. Joined Midwest Commercial Banking group and served as business development officer in Chicago, Northern Illinois, and Wisconsin. Assistant Product Manager General Foods Corporation 1975– 1976 Assistant Product Manager for Post Raisen Bran and Post Toasties MBA, Finance & Marketing 1973-1975 Dartmouth College - The Tuck School of Business • Corporate Strategy/Policy • Entrepreneurship • Marketing (Many Courses) • Organizational Behavior/Negotiations (Many Courses) • Environmental Business Policy • Finance & Accounting (Many Courses) AB, History Trinity College-Hartford 1967-1971 • Ancient History • European History (Many Courses) • American History (Many Courses) • Business Law & Accounting • Math & Statistics (Many Courses) • English (Many Courses) • Psychology (Many Courses) Independent Coursework • Lincoln Fellow - Claremont Institute for the Study of Statemanship and Political Philosophy Skills & Expertise Commercial Lending Policy New Business Development Strategic Planning Investment Banking Funding Private Equity Mergers Venture Capital Management Consulting Investments Banking Credit Commercial Banking Loans Corporate Finance Financial Analysis Due Diligence Valuation Risk Management Recommendations: Vice President-Commercial Banking US Bank 3 visible recommendations for this position. #1: October 12, 2010 “I write this to give a strong personal and professional endorsement for Phil McGoohan. I have known Phil for almost 4 years since he helped me and my investor group creatively recapitalize our company, DuraColor LLC, using New Market Tax Credits. From our first meeting, I knew Phil was not your “run-of-the-mill” commercial banker. He was a quick study, very perceptive, and a good listener who could process enormous amounts of information on the fly. Instead of being staid and focused on ratios and metrics, he explored the business reasons, interconnections, and potential benefits to be derived from an investment in our business. At one moment, he would operate at a 40,000 foot strategic level and then seamlessly transition the conversation to more granular matters. I quickly realized Phil was not a traditional commercial banker; he was an entrepreneur who understood how to evaluate business opportunities, finance them, and make things happen. Over the years, Phil has become our trusted financial advisor, not just our commercial banker. Phil is a professional’s professional. He is smart, fully informed and conversant in all aspects of banking and corporate finance, has great sales and marketing skills, and can negotiate a deal like few others I’ve worked with. Phil has two other qualities that make him stand out. First, he is infectiously passionate about and dedicated to the companies he works with and the transactions he works on. Secondly, he is scrupulously honest and a truly wonderful person. He has a great sense of humor, a nice sense of balance, and is genuinely thoughtful and engaging in his associations across our entire organization. If Phil is interested in joining your team, it would be a smart, savvy move to bring him onboard.” Gus Antonneau +++++++++++++++++++++++++++++++++ #2: September 9, 2009 “I know Phil well. He is a high quality individual and an excellent financial professional. I would highly recommend Phil to anyone seeking banking services or a business partner.” Gary Graham, MBA American Dental Partners ++++++++++++++++++++++++++++++++++++++ #3: September 8, 2009 “Phil is a trusted friend and advisor with a passion to use his experience and business knowledge to help others. When making a career change, his guidance helped hold me accountable to systematically assess my career options. His suggestions led me through the process of analyzing my personal skills, my personal needs, business strategizing, and he provided great networking contacts. I have a high degree of respect for his character and his business wisdom. Through his encouragement and assistance, I am excited to be operating a successful consulting business.” Steven Yoder Principle/Coach Yoder Solutions, LLC +++++++++++++++++++++++++++++++++++++ Recommendation as a Consultant Hudson Highland Group October 8, 2010 “I wish to give my unqualified professional and personal endorsement for Phil McGoohan. I have known and worked with Phil off and on since the late 1970s, when I was in private practice as an attorney in Milwaukee and Phil was a commercial banker for M&I Bank. We worked a numerous financing and M&A transactions together, including one of the first significant LBO transactions to be successfully closed nationally. Subsequently, I hired Phil twice to do significant consulting projects for me as CEO of two different companies. Phil was instrumental in helping me successfully execute the public shareholder spin-out of my present company, Hudson Highland Group, in 2003. While there are many capable people in the finance world, Phil’s distinguishing characteristics are his intelligence, his judgment and his ability to get people to work together. He is easy to have a conversation with, he listens, and he assimilates his client’s needs very quickly into action plans and deliverables. Phil is innovative, creative, a savvy negotiator, and a great business strategist. In all of our interactions, I have come away with nothing but the highest respect for his integrity. His sincere interest in delivering high quality service in a highly responsive manner has not only exceeded my expectations but has resulted in clear-cut business success.” Jon F.Chait Chairman & CEO +++++++++++++++++++++++++++++++++++++ Senior Vice President-Commercial Banking M&I Marshall & Ilsley Bank October 11, 2010 “I have known Phil McGoohan for the past 20 years and have worked with him on a number of M&A and capital raising projects over the years. I have also had a chance to observe him as a Corporate Director for one of my significant clients. Through these different endeavors and venues, I have formed the strong opinion that Phil is a highly competent corporate financial advisor and one who I would recommend highly to any prospective employer or client. Phil’s distinguishing skills and traits are his highly developed analytic skills, his ability to conceptualize ideas and distill them into actionable plans, his ability to readily develop strong relationships of trust with both friends and foes alike, uncompromising ethical standards, and excellent negotiating skills. What separates Phil from others in the deal-making business is his unique ability to operate with equal effectiveness at both a very high strategic level as well as leading and personally executing tasks on the tactical level. Usually, successful bankers like Phil are good at strategy or tactics, but rarely do you find someone who is equally good at both. Phil recently worked with my firm in assisting one of our clients with the financing necessary to support a significant (9-figure) leveraged recapitalization transaction. The transaction took many months to complete and involved more than one major change to the deal structure along the way. Phil worked tirelessly to put together the financing and work with us to make the necessary changes when the deal structure was modified. Phil’s calm demeanor, “win/win” approach to negotiations, and sage advice on how to deal with other lenders in the deal were instrumental in a successful and timely closing of the transaction. One last point about Phil is his abilities and experience as a Corporate Director. Phil is an excellent listener and asks incisive questions in the boardroom. He is well-versed on contemporary corporate governance issues which makes him a valuable asset in both board deliberations as well as a sage advisor to executive management teams.” John Peterson Managing Director Cleary Gull Inc. CORPORATE DIRECTORSHIPS Christ Pond Foundation, Inc., 2010-Present W.H. Brady Foundation, 1989-2003 Pieper Electric Co., Inc., 1989-1999 Brady Financial Co., 1992-1996 Krueger International, Inc., 1981-1994 Honors and Awards: Lincoln Fellow-The Claremont Institute of Public Policy and Statesmanship Personal Information: Phone: (262) 751-6768 (Mobile)

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