Leading the way.

Paul has more than 30 years of experience advising both public and private companies in evaluating and completing merger, acquisition and financing transactions. He has represented clients across industries with special expertise in industrial, consumer products, manufacturing, distribution and business services companies.

Prior to joining The Fortune Group in 1995, Paul helped establish the investment banking affiliate of First Bank System (now US Bank) in Minneapolis where he served as a senior officer for five years. From 1981 to 1988, he worked in corporate finance for Lehman Brothers, in both New York and London, leaving as a senior member of the firm’s Industrial Group. He is registered with FINRA as a Series 24 General Securities Principal, a Series 82 Limited Representative-Private Securities Offerings and a Series 63 Uniform Securities Agent.

For over 25 years John has been advising middle-market companies on a variety of transactional matters from M&A to capital raising. John has worked with clients in a number of industries including manufacturing, consumer products, healthcare, life sciences and business services.

Prior to joining The Fortune Group in 1998, he was a member of the mergers and acquisitions and corporate finance practice groups of a leading St. Louis law firm for several years. John started his career as a commercial bank lender servicing family-run and middle-market businesses. As an adjunct professor, John has taught M&A classes at Washington University’s School of Law. In addition, he has written articles for trade publications and has spoken at a number of events on M&A-related topics. John is registered with FINRA and maintains the following license: Series 24, Series 82, and Series 63.

John is an active member of his community and has served in volunteer leadership roles for several non-profit organizations, including youth sports leagues, business groups and his church.

Prior to joining The Fortune Group in 2001, David was active in mergers and acquisitions for 25 years, most recently as Chief Operating Officer and Director of Spartech Corporation, a leading plastics company listed on the NYSE.

During his tenure with Spartech, David helped grow the company from a ten plant U.S. operation with $160 million in sales to an international operation with more than fifty plants and sales approaching $1 billion due in part to an aggressive acquisition strategy. Prior to Spartech, David worked at Arthur Andersen LLP and served as the Corporate Controller of Apex Oil Company. David is a certified public accountant.

Brad has 11 years of investment banking experience with The Fortune Group where he currently holds the position of Vice President. In this capacity, he is responsible for supporting all facets of the firm’s M&A deal activity, including working closely with senior bankers and clients to evaluate and execute a variety of acquisitions, divestitures and private placement financing transactions.

Brad began his career at The Fortune Group as an Analyst in the summer of 2012 where he provided analytical support to the senior bankers on a wide range of middle market M&A deals.

Charles co-founded The Fortune Group in 1987, and had over thirty five years of experience in providing investment banking advisory services to middle-market companies. From its beginning as a single professional firm, he oversaw the firm’s development into a recognized leader in providing merger and acquisition and corporate finance services to medium-sized businesses. He continued to be active in an advisory role working with the firm’s senior professionals.

Early in his career, Charles was a key member of the Goldman Sachs investment banking office in St. Louis. He then spent tens years as one of the senior members of the corporate finance group at A.G. Edwards (now Wells Fargo Advisors). Immediately prior to forming The Fortune Group, Charles was a member of the Board of Directors and played an instrumental role in the financing and development of LDX Group, Inc., a fiber optics-based company that grew from a start-up operation into a major telecommunications firm at the time it was sold in 1987 to the Williams Companies.