Team Bios

Chad D. Champion – Managing Director

Over 23 years of Equity Capital Markets structuring and distributing public offerings and private placements in equity and debt securities.
Former Managing Director and Head of Equity Capital Markets at National Securities Corporation (B. Riley Securities).
Former Managing Director and Head of Capital Markets Syndication at B. Riley Securities (Wunderlich Securities).
Former Director of Capital Markets and Syndication at Stifel Financial Corp (NYSE – SF) and head of retail distribution for the Private Client Group.
Served in the United States Air Force both Active Duty and Air National Guard.
Member of the Bond Club of New York, Syndicate Association of America, Security Traders Association of St. Louis (STASL), and Structured Product Association.
MBA from The George Herbert Walker School of Business at Webster University and B.S.B.A. in Finance from Southern Illinois University.

Over 14 years of Financial Industry experience with concentration in Equity Capital Markets.
Former Equity Capital Markets Syndicate Analyst at National Securities Corporation.
Former Equity Trader at National Securities Corporation.
BS in Business Administration from Westminster College.

Over 20 years of investment banking experience.
Former President of Vista 21 Advisors, a business consulting firm focusing on the needs of emerging business entities.
Former President of Midtown Partners & Co., LLC., an investment banking firm that consistently ranked as one of the top 10 in number of private placements completed.
Former Equity Research Analyst covering the Auto Parts sector, at Merrill Lynch.
MBA from Georgia State University, Major in corporate finance; Bachelor’s from Emory University, Major in accounting.

Over 15 years of Investment Banking experience.
Former Vice President of Investment Banking at Ladenburg Thalmann & Co. Inc., a leading middle-market investment bank.
Former Associate of Investment Banking at Maxim Group, LLC, a retail-focused investment banking firm.
BA from the University of Pennsylvania.

Over 35 years of Mergers & Acquisitions, Capital Markets, Financial Restructuring, and Business Valuations experience.
Over 400+ domestic and cross-border transactions totaling over $15 billion in value across an array of industries.
As CEO of Trenwith Securities, Inc., Ron partnered with BDO, the world’s fifth largest accounting firm and grew Trenwith’s footprint to over 135 offices across 110 countries.
Ran Trenwith BDO for 10 years, working with his partners in Latin America, Canada, India, and China to develop an international M&A and Corporate Finance business.
Has conducted hundreds of transactions with prominent Fortune 500 companies and established relationships with a variety of international capital providers.
In 2008, Ron sold his interest in Trenwith Securities, Inc. and pursued a variety of personal investment projects. Ron currently resides at Newbridge Securities Corporation, which focuses on providing mergers & acquisitions and capital markets advisory to the middle market.

Over 15 years experience in Capital Markets, M&A, private placements in debt and equity with a focus on growth stage companies..
Former Managing Director of Sutter Securities Group specializing in Tech Media Telecom and Food, Beverage and Hospitality Investment Banking (a division of Boustead Securities)
Former Managing Director of Security Research Associates specializing in TMT (acquired by Sutter Securities)
Adjunct Professor of Corporate Finance and Competitive Strategies for the graduate program of Food Business School at the Culinary Institute of America.
MBA from the UCLA Anderson Graduate School of Business, BA in Global Economics from the University of the Pacific.

Over 40 years of leadership expertise and accomplishments in investment banking and financial advisory services, both as a principal and as an advisor.
Partner and founder of North American Capital Partners.
Extensive experience across a broad range of investment markets, products, and services, including securities, venture capital, mergers and acquisitions, insurance, real estate, financial planning and asset management.
Past member of the Board of Directors of several public and private companies as well as charitable foundations.
Graduated from University of California, Los Angeles.
Holds: California Real Estate Broker License, California Fire and Casualty, Life and Health Insurance Licenses

6 years of Investment Banking experience.
Supports deal teams in the areas of financial analytics, research analysis, due diligence, and marketing expertise.
Graduate of the University of Southern California with degrees in Business Administration and Human Biology with a Pre-Medical emphasis.
Holds FINRA series 82, and 63 licenses.

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