Michael Whelchel

Michael Whelchel Email and Phone Number

Big Path Capital - Impact Investing’s Investment Bank @
Michael Whelchel's Location
Asheville, North Carolina, United States, United States
Michael Whelchel's Contact Details

Michael Whelchel work email

Michael Whelchel personal email

n/a
About Michael Whelchel

Michael is Co-Founder and Managing Partner of Big Path Capital, a leading boutique impact investment bank focused on providing Corporate Finance, M&A, and Placement Agent services to impact companies and funds globally.  Big Path has worked with over 120 impact and sustainable companies and funds, more than any firm in the sector. In 2007 the old economy driven by the single gear of profit maximization reached a dead end in the financial crisis. It was a moment of reckoning during which Michael left his fifteen-year career in private equity to form Big Path Capital with his partner, Shawn Lesser, leveraging the engine of capitalism to build an expansive economy founded on natural, social, and financial capital.  Recognizing that impact investing isn’t just a different way of investing but a superior way of deploying capital, Michael is committed to challenging the status quo and to raising the expectation of capital.  In this vein, Big Path has created a number of first-in-class initiatives demonstrating SmarterMoney+:  Maximize impact, Maximize return. These include the Five Fund Forum, Impact Capitalism Summit, and Impact & Sustainable Trade Missions. Michael received a BA summa cum laude, Phi Beta Kappa from the University of the South in Sewanee, TN and a MBA from the Kellogg School of Management, Northwestern University. Michael is an advisory board member of the Croatan Institute and the Babson Center for Global Commerce and is a member of the Social Venture Network and Net Impact.Michael Whelchel is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC.

Michael Whelchel's Current Company Details
Big Path Capital, Co-Founder & Managing Partner

Big Path Capital, Co-Founder & Managing Partner

Big Path Capital - Impact Investing’s Investment Bank
Michael Whelchel Work Experience Details
  • Big Path Capital, Co-Founder & Managing Partner
    Co-Founder
    Big Path Capital, Co-Founder & Managing Partner Jul 2007 - Present
    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 Management
    Partner
    Morris Capital Management Feb 2004 - May 2007
    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
  • Stony Point Group
    Director Of Private Equity
    Stony Point Group Apr 2002 - Feb 2004
    • 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
  • Day International - Aip
    Rotec Business Unit Manager
    Day International - Aip Jul 1999 - 2002
    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
  • Day International - Aip
    Manufacturing Manager & World-Wide Director Of Quality Systems
    Day International - Aip 1996 - 1999
    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
  • Day International - Aip
    Consultant
    Day International - Aip 1995 - 1996
    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
  • Shorebank Advisory Services
    Management Consultant
    Shorebank Advisory Services 1994 - 1994
    Managment Consultant within the Austin Initiative

Michael Whelchel Skills

Venture Capital Private Equity Mergers And Acquisitions Due Diligence Start Ups Investments Strategy Investment Banking Entrepreneurship Business Planning Sustainability Funding Finance Portfolio Management Investment Management Corporate Development Mergers Private Placements Valuation Emerging Markets Capital Financial Advisory Lbo Hedge Funds Cleantech Investor Relations Financial Markets Deal Sourcing Leveraged Finance Structured Finance Capital Markets Alternative Investments Corporate Finance Financial Structuring Angel Investing Venture Financing M&a Experience Business Valuation Restructuring Divestitures Financial Institutions Ipo Buyouts Project Finance

Michael Whelchel Education Details

  • Northwestern University - Kellogg School Of Management
    Northwestern University - Kellogg School Of Management
    Entreprenuership
  • The University Of The South
    The University Of The South
    Mathematics

Frequently Asked Questions about Michael Whelchel

What company does Michael Whelchel work for?

Michael Whelchel works for Big Path Capital, Co-Founder & Managing Partner

What is Michael Whelchel's role at the current company?

Michael Whelchel's current role is Big Path Capital - Impact Investing’s Investment Bank.

What is Michael Whelchel's email address?

Michael Whelchel's email address is mi****@****tal.com

What is Michael Whelchel's direct phone number?

Michael Whelchel's direct phone number is +140425*****

What schools did Michael Whelchel attend?

Michael Whelchel attended Northwestern University - Kellogg School Of Management, The University Of The South.

What are some of Michael Whelchel's interests?

Michael Whelchel has interest in Guitar, Triple Bottom Line, Tennis, Sri, Fishing, Mission Related Investing.

What skills is Michael Whelchel known for?

Michael Whelchel has skills like Venture Capital, Private Equity, Mergers And Acquisitions, Due Diligence, Start Ups, Investments, Strategy, Investment Banking, Entrepreneurship, Business Planning, Sustainability, Funding.

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