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Fiduciary Board Member/Investor
Feb 2017
We’re here to make loan stuff way less complicated. From student loan refinancing to personal loans, we’ll help you get your debt together — entirely online, and way faster than you think.
How? Through the power of automated underwriting. It’s a unique hybrid marketplace model that connects you with lenders across the country – including small banks and credit unions you might otherwise miss.
We’re putting cutting edge technology in your hands. (Don’t drop it.)
Experience · 5 entries
All (5)
Investments (3)
Board (1)
2025
President
May 2025
Next Step Partners LLC partners with business owners to execute mutually beneficial growth strategies and realize value through effective ownership transitions for middle market companies, their teams, and their owners. We believe that engaged leadership and active investors play a critical role in thriving businesses. Our operating experience, financial resources, and transaction expertise give business owners confidence that we will execute a smooth transition of ownership and ensure their legacy. We will value your teams expertise and long-term stability as we grow and preserve your company’s legacy together. While we prefer purchasing a controlling interest, we would consider purchasing a significant non-controlling interest in support of an aligned strategy, value creation plan, investment horizon, and governance model.
If you are an owner considering an ownership transition, we would enjoy a conversation about ways we can develop a customized transaction that addresses your personal, financial, and legacy objectives through: An outright sale; two-step process where you sell control yet remain engaged as an owner, key member of the leadership team, and/or advisor; or a partial sale of a large ownership interest while you maintain control, and we pursue a mutually agreed-upon strategy together
Target criteria: Approximately $2-5M of EBITDA; product/service with defensible market position; opportunity to grow revenue, profitability and cash flow; opportunity improve customer value through acquisitions; and industries: Financial services/Fintech/Business Services; Specialty Chemicals; Advanced Manufacturing (metals and plastics); Specialty Packaging
2017
Advisory Board Member/Investor
Oct 2017
Specialists in Blow Molding Since 1971.
Custom extrusion blow molding of HDPE, LDPE bottles and injection stretch blow molding of PET bottles
We supply the chemical, pharmaceutical, food, and cosmetic industries with high value, superior quality jars and bottles. Hub Plastics blow molds many different types of plastic bottles and containers including F-Styles, Boston Rounds, and Wide-Mouth Jars. Hub also develops customized products of different shapes and sizes according to customer specifications.
Fiduciary Board Member/Investor
Feb 2017
We’re here to make loan stuff way less complicated. From student loan refinancing to personal loans, we’ll help you get your debt together — entirely online, and way faster than you think.
How? Through the power of automated underwriting. It’s a unique hybrid marketplace model that connects you with lenders across the country – including small banks and credit unions you might otherwise miss.
We’re putting cutting edge technology in your hands. (Don’t drop it.)
2015
Advisory Board Member/Investor
Apr 2015
Bancsource is a nationwide maintenance service (equipment) provider to more than 1,500 banks and retailers. Key technology serviced includes: ATMs, SmartSafes, teller cash dispensers, teller cash recyclers, drive up banking, branch banking equipment and other banking technology. The company is based in Springfield, MO and has been operating for more than 30 years. Bancsource serves all major OEM equipment for mission critical customer systems including ATMs, smart safes, drive-up systems, vaults, and sorters.
2006
Managing Director & Segment Leader, Regional Banking
2006
We are a full-service commercial, corporate, and investment bank* focused primarily on serving middle market clients within targeted industry sectors. What differentiates us from competitors is our ability to seamlessly deliver comprehensive industry expertise, unique insight and capital markets* solutions. In addition to our corporate and investment banking* products and services, other capabilities include commercial mortgage finance and servicing, equipment finance, public finance, and commercial payments. For more insights from our experts and a complete list of our capabilities, visit Key.com/corporate. Banking products and services are offered by KeyBank National Association. KeyBank is a Member FDIC.
*Securities products and services such as investment banking and capital raising are offered by KeyBanc Capital Markets Inc. and KeyBank National Association (KeyBank N.A.) are separate, but affiliated companies. Investments are: NOT FDIC INSURED•NOT BANKGUARANTEED•MAY LOSE VALUE•NOT A DEPOSIT•NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
Investment activity
2015–2017 · 3 investments
Recent (last 2 years)Earlier
