
Management has extensive experience within the financial services landscape having participated in over $10 billion in financings as investment bankers, commercial lenders, private equity managers, consultants, etc. These transactions have ranged from start-up financing for entrepreneurs to public company spin-offs.
Kevin Sample kevin@oagllc.com
Mr. Sample has over fifteen years of financial advisory experience. Mr. Sample was one of the original founders and Senior Partner at Opus Capital Partners (OCP), a regional investment banking firm. OCP assisted companies seeking to grow through acquisition by developing strategic acquisition plans, identifying acquisition targets, valuations, price negotiation, deal structuring, capital raising, and closing. OCP has assisted companies in many different industries including food, telecommunications, software, manufacturing, business process, outsourcing, and financial services.
Prior to OCP, Mr. Sample worked as a Senior Vice President at Walton Johnson & Company, a regional investment banking firm, where he managed the firms fixed income and equity sales and trading department. Prior to Walton Johnson, Mr. Sample was a Vice President at TIAA-CREF, one of the largest institutional investors in alternative assets in the nation. Mr. Sample also spent the early part of his career as a Financial Analyst at First City Bank in Dallas, Tx. Mr. Sample received a B.A. from Morehouse College.
Howard Russell howard@oagllc.com
Mr. Russell has over fourteen years of experience within the financial services arena. His experience includes corporate finance, mergers and acquisitions, and business advisory services to diverse groups of clients. Mr. Russell was a founder and Senior Managing Partner of Horizon Mezzanine Fund, LP a regional private equity fund focused on providing mezzaine and equity financing for small and midsized businesses. Mr. Russell was also the Chief Financial Officer of Jaymore Electrical Products and Systems, a manufacturing, distribution and engineering company. In this capacity he oversaw the direction and management of the accounting/finance department.
Mr. Russell also spent time as a senior investment officer for Pittsburgh based CL Fund. In his role at the CL Fund he not only provided debt and equity financing for small and mid-size growing companies, but also strategic and financial advisory services to these companies. He successfully exited out of 10 investments as well as maintained loan loss ratios of less than 1.5%. Mr. Russell began his career as an analyst with National City Corporation. Mr. Russell has also worked in a consulting capacity for a variety of companies in executive level sales, business development and financial management. Mr. Russell holds a Master of Business Administration from Kent State University and a Bachelor of Science in Finance from Indiana University of Pennsylvania.
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