John Farr
Managing Director
jfarr@columbiawestcap.com
480-664-1381
Key Experience
Columbia West, Managing Director
Honeywell Aerospace, Finance Manager and M&A
PNC Equity Management Corp., Private Equity
Deutsche Bank Securities Inc., Investment Banking
Education
Kellogg School of Management, MBA
Vanderbilt University, B.A. in Economics and Business Administration
John Farr has spent his career serving companies in the Health & Wellness, Consumer, Manufacturing, Technology, and Aerospace industries. His transaction experience includes public and private companies such as Honeywell International, General Electric, Nutraceutical International, Boeing, General Dynamics, Kroger Inc., The Vanguard Group, and Atrium Innovations.
Mr. Farr was previously with Honeywell Aerospace’s Mergers & Acquisitions team making acquisitions in the commercial and business aviation and defense markets. Additionally, Mr. Farr was the Finance Manager for a $500 million MRO division.
Previously he worked with PNC Equity Management, a $1 billion private equity group engaged in growth equity, leveraged buyout, and mezzanine loan investing primarily in consumer, manufacturing, distribution, and services businesses.
Mr. Farr began his investment banking career in New York where he worked as an Analyst and Associate with the Private Placement team at Deutsche Bank Alex Brown. Mr. Farr earned a B.A. in Economics and Business Administration from Vanderbilt University and an MBA with concentrations in Finance, Accounting, and Strategy from the Kellogg School of Management. Mr. Farr is registered with FINRA (formerly NASD) and has series 7, 24, 63, 79, and 99 securities licenses. He is a past recipient of The M&A Advisor’s national 40 Under 40 Award, is involved with several finance industry organizations, and is a frequent speaker on the topics of M&A, capital raising, and capital structure.
SRI MALLADI
Managing Director
smalladi@columbiawestcap.com
480-664-3949
Key Experience
Columbia West, Managing Director
Federal Reserve Bank of New York
Hertz, Corporate M&A
Macquarie Capital, Investment Banking
Bank of America Merrill Lynch, Investment Banking
Education
The University of Chicago Booth School of Business, MBA
University of Cincinnati, Master of Engineering, Computer Engineering
Sri Malladi is an advisor to companies and investors in the areas of M&A, corporate strategy and strategic finance. Originally from India, Mr. Malladi moved to the U.S. to earn his Master's in Computer Engineering, kickstarting his career at Microsoft. Over five years, he led a global team in software development across the U.S., India, and China, gaining valuable insights into leading technology teams and gaining a deep understanding of software business models.
Transitioning into the strategic side of corporate growth, Mr. Malladi pursued an MBA at the University of Chicago Booth School of Business. He then moved into investment banking at Bank of America Merrill Lynch and later Macquarie Capital, specializing in mergers and acquisitions, capital raising, and deal structuring.
Mr. Malladi's corporate journey included a role at Hertz Corporation, where he contributed to the company's expansion through acquisitions and divestitures. Later, at the Federal Reserve Bank of New York, he played a pivotal role in spearheading an enterprise digital transformation, leveraging his strategic and technological expertise.
Today, Mr. Malladi advises businesses to scale and grow using M&A, and helps companies to maximize their exit value. Mr. Malladi has led 40+ deals totaling over $8.0 billion in value across industries including Technology, Health & Wellness, Consumer, Industrials, Services, and Media.
Madison Cavanagh-Mailloux
Senior Associate
mcmailloux@columbiawestcap.com
480-664-3905
Key Experience
Columbia West, Senior Associate
GCA Advisors, Analyst
Fidelity Investments, Investment Advisor
Education
Arizona State University, Master of Science in Finance
Arizona State University, B.S. in Finance
Madison Cavanagh-Mailloux is an Associate responsible for assisting senior bankers with transaction execution including valuation analysis, industry research across a broad range of industries, preparation of investment memoranda and marketing materials, and with all aspects of due diligence and client management. Prior to joining CW, Ms. Cavanagh-Mailloux worked as an Analyst at GCA Advisors across multiple industries, with a primary focus on Technology. Additionally, Ms. Cavanagh-Mailloux was a registered investment advisor and relationship manager at Fidelity Investments.
Ms. Cavanagh-Mailloux earned a B.S. in Finance and a Master of Science in Finance from Arizona State University, W.P. Carey School of Business. Ms. Cavanagh-Mailloux is registered with FINRA and holds series 7, 63 and 79 securities licenses.
Steve Hanson
Senior Advisor
shanson@columbiawestcap.com
480-664-3949
Key Experience
Columbia West, Senior Advisor
NutraInsights and GRIP IDEAS, Founder/Owner
Zila Nutraceuticals, Vice President International Marketing & Sales
Kemin Industries, Worldwide Vice President of Marketing
Education
Iowa State University, B.S. in Public Service and Administration in Agriculture
Steve Hanson is the Founder and Owner of NutraInsights.com, an online content site dedicated to providing primary and secondary research reports on the global nutrition industry. Mr. Hanson is also the CEO and Owner of GRIP IDEAS, a marketing, branding and business development consultancy focused in the nutrition industry.
With nearly 20 years of successful marketing and management experience, Mr. Hanson has worked with entrepreneurial start-ups to Fortune 500 companies. Mr. Hanson’s exuberance, ingenuity and pragmatic approach has helped build several $100 million global brands and contributed to the better health of millions.
Mr. Hanson has served leading companies in the nutrition industry and is widely known for helping to build three of its best ingredient brand success stories − FloraGLO® Lutein, Ester-C® and MEG-3®. Prior to starting his consultancy, Mr. Hanson was Worldwide Marketing Vice President for Kemin, a global manufacturer of health ingredients. Among its brands is FloraGLO Lutein, the only ingredient brand to have its logo on the Centrum and Centrum Silver packaging.
Based on his distinctive approach to marketing, Mr. Hanson has presented at a number of the nutrition industry’s leading conferences as well as conferences on effective branding. Mr. Hanson has written a number of published articles focused on marketing, branding and international business. Mr. Hanson received a B.S. in Public Service and Administration in Agriculture from Iowa State University.
Chris Peifer
Senior Advisor
cpeifer@columbiawestcap.com
480-664-3949
Key Experience
Columbia West, Senior Advisor
hOp, Co-Founder and CEO
Barnes & Noble, VP, Digital Business Development
S.O.E. Software, Co-Founder, VP Business Development
iLIANT, Co-Founder, VP Business Development
Education
Vanderbilt University, B.A. in Communications and Psychology
Chris Peifer is the Co-Founder and CEO of hOp, “the new way to neighbor”(™). Having directly experienced two major societal trends, that technology is emotionally isolating and that people underutilize their proximity to opportunity and each other, he felt compelled to launch hOp in 2014.
Today, the hOp app is a secure, private, invite-only community platform that connects people to their neighbors and their neighborhood. Mr. Peifer and the hOp Team were awarded a patent for “authenticated meet-ups” facilitated on the hOp platform. hOp moderates the platform experience and curates special VIP services for communities such as the residents of property management companies.
Mr. Peifer is a veteran technology executive with 15 years experience focused on cloud-delivered services. He has successfully launched B2B/B2C technology services for Consumers (Barnes&Noble/nook, MiMedia), Government (S.O.E.) and Physicians (WebMD, iLIANT). His enterprise and consumer sales exceed 1.0 billion USD in electronic reading devices, tablets, digital content and software. His most horrifying professional experience may involve his 24 hours of on-air QVC spots.
Mr. Peifer holds a B.A. in Communications and Psychology from Vanderbilt University.
Bill Pesch
Senior Advisor
bpesch@columbiawestcap.com
480-664-3949
Key Experience
Columbia West, Senior Advisor
B&E Group, CEO
Able Manufacturing, CEO
McBride Electric, CEO
Education
Harvard Business School, MBA
University of New Mexico, BS in Electrical Engineering
Bill Pesch is an Independent Director for several private equity-owned technology and industrial companies. He specializes in accelerating organic growth, sales & marketing strategies, lean manufacturing, due diligence, and acquisition integration. Mr. Pesch spent 11 years of his career working outside the United States and is very knowledgeable on international expansion, distribution, supply chain, technology licensing, and joint ventures.
Mr. Pesch served the last 18 years as CEO for five different middle market companies owned by private equity plus one family-owned company, selling three of these businesses to strategic buyers. These included two businesses in aerospace & defense, one in cloud storage, a national electrical & solar commercial contractor, and two in technology. He spent his early years with Driessen Aircraft Interiors, Anacomp, Inc., Bell & Howell, Siemens Building Technologies, Maytag, and Marconi in finance, manufacturing, marketing, and general management. In all these roles, Mr. Pesch consistently outperformed industry averages in revenue acceleration, EBITDA margins, and market share growth.
Mr. Pesch grew up in New Mexico, holds a B.S. in Electrical Engineering from the University of New Mexico, and an MBA from Harvard Business School.
Blount Swain
Senior Advisor
bswain@columbiawestcap.com
(480) 664-3949
Key Experience
Columbia West, Senior Advisor
Ability Dynamics, President
Symbius Medical, CFO
Biofisica, Board Member and President
Education
University of North Carolina at Chapel Hill, B.S. in Business Administration
Blount Swain most recently founded Ability Dynamics, a state-of-the-art prosthetic foot product company based in Phoenix, Arizona. Previously, Mr. Swain spent 20 years as the President and/or Chief Financial Officer of several medical device companies including publicly traded Closure Medical Corporation (NASDAQ: CLSR) and privately owned Symbius Medical, Biofisica and the CRM software company Youcentric which were backed or subsequently purchased by well-known private equity and venture capital firms including Unilever Technology Ventures, Novartis Ventures, J.D. Edwards, Pamlico Capital, Technology Crossover Ventures and others. He has served on the boards of numerous medical device start-ups over the last decade and earlier in his career served as the CFO of The Record Bar, one of the largest music retailers in the U.S. that was later purchased by Blockbuster. Mr. Swain started his career at Price Waterhouse before leaving as a Senior Accountant. Mr. Swain holds a B.S. in Business Administration from the University of North Carolina at Chapel Hill and is a certified public accountant.
Jim TONKIN
Senior Advisor
jtonkin@columbiawestcap.com
480-664-3949
Key Experience
Columbia West, Senior Advisor
Healthy Brand Builders, President and Founder
Education
University of Oregon, B.S. in Applied Psychology
For more than 37 years, James Tonkin has served the private-sector as a brand and marketing development professional. Before CW, he most recently directed the building and design of national infrastructures for food and beverage industry clients as the President of Healthy Brand Builders. Mr. Tonkin has successfully created and implemented business and financial strategies for domestic and international players—focusing from production to branding, marketing through sales implementation and distribution, to include exit strategy. Mr. Tonkin has focused branding initiatives in healthy soft drink, bottled water, functional foods and beverages, and non-carbonated ‘new age’ beverage verticals. His extensive “hands on” expertise stretches across many sectors including domestic cheeses to natural potato chips; bottled waters for people and pets; and nutraceutical-functional-cosmeceutical enhanced beverages. Mr. Tonkin serves as a popular keynote speaker covering new beverage trends as well as successful branding insight.
Kim Wheelwright
Senior Advisor
kwheelwright@columbiawestcap.com
480-664-3949
Key Experience
Columbia West, Senior Advisor
Pro Pac Pabs, Inc., CEO
Global Health Industries, CEO
Kim Wheelwright is the former Chief Executive Officer of Pro Pac Labs, Inc. and Global Health Industries. As a young man, Mr. Wheelwright worked for ten years for his father’s company, Life Centers, learning about all aspects of the natural supplement industry. In 1981, Mr. Wheelwright started his own natural supplement manufacturing company based in Ogden, Utah. For over 30 years he led the company through much growth and evolution by building a team focused on quality, process, and technology to best meet the customers’ needs. His interest in the healing power of herbs and good nutrition started at a young age when his father gave him ginger root and cayenne pepper instead of the more typical “drug store” remedies. Later in life, Mr. Wheelwright traveled to the Amazon rainforest, a mecca of biodiversity and phyto-chemicals, to research undiscovered plant-based therapies. His life experiences have fostered his ongoing fascination and passion for the process of extracting and creating supplements from medicinal plants and foods. Mr. Wheelwright lives in Ogden, UT, where he pursues a healthy lifestyle. The three loves of his life are his wife Rhonda and two daughters, snow skiing, and flying aircraft.
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