Michael Whelchel Email & Phone Number

Big Path Capital is a leading boutique investment banking advisory firm working with leading mission-driven companies and private equity funds helping in mergers and acquisitions and in capital raising. In 2007 the old economy driven by the single gear of profit maximization reached a dead end. It was a moment of reckoning during which Michael Whelchel and Shawn Lesser formed Big Path Capital to advance an expansive economy built on natural, social, and financial capital.Today this new path, conducting business for profit and impact, represents the largest investment opportunity of our era. Enduring value is being created through strategies that leverage the inherent link between natural, social, and financial capital. What was marginal in 2007, today is mainstream.Securities offered through Finalis Securities LLC Member FINRA/SIPC. Big Path Capital and Finalis Securities LLC are separate, unaffiliated entities.

Morris Capital is a private equity firm making control investments in distressed and underperforming companies. • Manage and involved in all aspects of firm - deal sourcing, due diligence, negotiations, deal structuring, financing, portfolio management, portfolio exits, and fund raising• Responsibility for multiple closings on buy side and sell side • Developed and leveraged independent deal source network including direct and indirect marketing efforts

• Performed analysis of investment opportunities including financial, market, and operational assessments• Conducted all phases of due diligence from initial evaluation through to closing• Negotiated and interacted with banks, owners, customers, and vendors throughout the due diligence and closing process

New York, New York, Us

• Managed and led startup of North American business unit• Grew company from sales of $600k in 1999 to $4 million in 2001 from 3% to 25% market share• Built national sales force and started up manufacturing operation. P&L, sales & distribution, marketing, business development, & manufacturing responsibilities• Led initial technology transfer from German-based parent company to North American business unit• Developed market channels & OEM partnerships which were key to rapid penetration of market

New York, New York, Us

• Directed operations in $10 million business while experiencing 40% annual growth. Planned and executed significant capacity expansion for high growth product line• Implemented and oversaw quality systems at five plants world-wide including the direct management of quality department at $75 million business unit• Re-engineered process flows through the use of simulation thereby improving manufacturing performance metrics such as cycle time and inventory levels

New York, New York, Us

• Assisted plant management in turnaround of troubled business unit• Strategic analysis focused on optimized profitability through identifying customer segments with highest contribution margins• Oversaw performance in building basic manufacturing capabilities at shop floor

Managment Consultant within the Austin Initiative

Mba, Manufacturing, Entreprenuership

Ba, Mathematics