Simon joined Woodbridge International as part of our Business development team. He has since progressed to establish and manage our 1st African office based out of Cape Town, South African. Prior to joining Woodbridge Simon has many years of experience in Hospitality and co-founded a company focused on the production, brand development and export of wine. At Woodbridge, Simon is responsible for operations through Business development and Marketing in North America, Europe & Africa. Simon brings 13 years of marketing experience to Woodbridge and holds a Bachelor of Science in Business Management from Cape Peninsula University of Technology in South Africa and has completed studies in Small Business Management & Entrepreneurship.
Catherine joined Woodbridge in 2005 and handles a range of activities in support of the firm’s dealmaking activities. Her expertise includes conducting telephone marketing campaigns and research related to sell-side and buy-side mandates. Prior to becoming a part of the Woodbridge team, Catherine worked in customer service for PHS Healthnet and earlier in the accounting department for Cartier.
Since 2004, Marni has brought over 20 years of experience as a financial professional overseeing the organization’s research and IT initiatives. The complexities of growing the firm, its strategic and operational solutions and what it takes to get it done leverage her diverse talents. Before joining Woodbridge, she was IT Project Manager for the Marketing/Finance team at Pitney Bowes. Along with a business degree with specialization in Management Information Systems from Western Connecticut State University, Marni brings tremendous experience, leadership, and knowledge to her clients and influences the culture that makes Woodbridge unique.
Prior to joining Woodbridge, Kyle was a Front-end Web Developer at Affinion Group, a global affinity marketing company. Previously, Kyle served as Director of Information Technology at ShowMotion Inc., a specialty builder of entertainment sets and scenery. Kyle is responsible for programming and updating the Woodbridge website and for IT functions related to serving clients. He is completing a BA in Graphic Design at Sacred Heart University.
Lisa’s talent for writing both compelling and accurate sell-side books gives Woodbridge’s clients a distinct advantage over other sellers in presenting their company to prospective buyers. Her professional background includes extensive experience in launching new technology solutions in both consumer and business-to-business markets. She has held senior sales and marketing positions at several IT companies and managed strategic sales and marketing initiatives for Simon & Schuster’s newsletter division. Lisa is the author of two books on online auctions and numerous business articles. She holds a BS in Communications from Northeastern University and a Master’s degree in French from the Sorbonne.
Wooda is a business valuation analyst, business writer and producer of corporate and industrial videos. Since leaving active duty service in the United States Navy, Wooda has focused primarily on business valuations for merger and acquisition purposes but also for estate and tax purposes. He is an Accredited Valuation Analyst through the National Association of Certified Valuation Analysts (NACVA). Wooda earned an MBA from the University of Connecticut and a BFA from New York University in film & video production. He is a Persian Gulf War veteran and still holds a commission as a Commander in the United States Naval Reserve.
As Senior Managing Partner, Bob works closely with Woodbridge’s investment bankers to ensure the successful completion of all transactions and deliver a high level of client service. Bob has worked on over 200 M&A mandates in distribution, manufacturing, business services and IT, including many complex cross-border transactions. Prior to joining Woodbridge in 2005, Bob was a founding principal of Elite Investment Group, an investment banking firm serving middle-market private companies, mainly in the business services sector. Earlier in his career, Bob was senior vice president at Butler International, Inc., a $450 million outsourcing company, where he spent over nine years in a variety of key management roles. While at Butler, Bob was responsible for all acquisitions, divestitures, strategic planning and other corporate development activities. Bob started his career at Ernst & Young where he earned his CPA designation. Bob is a graduate of SUNY Albany.
Prior to joining Woodbridge in 2000, Lori worked for several middle-market investment banking firms as a financial writer and as a marketing/communications consultant to private and public companies. Companies Lori has served include Chase Manhattan Bank, DHL, CIGNA Healthcare, Cendant, Globecon and UNICEF. She is responsible for our distinctive sell-side books, marketing videos and client-marketing plans, and works with buy-side clients to creatively market them to prospective sellers. Author of numerous business articles and two management books, Lori holds a BA in English from SUNY Binghamton and an MA in Media Studies from the New School for Social Research.
Melissa is a business reporter and analyst with over 15 years of experience covering a wide variety of companies operating in diverse industries. She is a member of Woodbridge’s growing team of accomplished business analysts focused on writing our well-respected offering memorandums for sell-side clients. Melissa holds a BA in Journalism and Corporate Communications from Southern Connecticut State University.
Since 2005, Larry has served as Managing Director for Woodbridge International. He brings more than 20 years of experience as a financial professional advising entrepreneurs, middle-market business owners and corporate executives on strategies to maximize their company’s value. Along with heading up new business development, Larry has worked extensively in several industries including manufacturing, distribution, business services, retail and healthcare. Before joining Woodbridge, he was a commercial lender for JP Morgan Chase and Merrill Lynch. He is a frequent speaker to business groups and law firms on M&A and corporate finance issues. His “Ask Larry” video series continues to educate prospective and existing clients domestically and abroad. A graduate of Manhattanville College with a B.A. in political science and economics, Larry lives in Pleasantville, N.Y. with his wife and two sons.