Littlebanc's experienced team of professionals come from a wide range of industries and offer a diverse skill set. We leverage our past experience and industry contacts to help entrepreneurs and their companies to realize their full potential.
With more than 25 years' capital market experience, Michael is a respected investment industry veteran. Prior to founding Littlebanc, he managed discretionary long-short equity accounts as Senior Vice President and Limited Partner at Oppenheimer before moving to M.A. Berman & Co as Managing Partner, heading up its research and risk management team. During that time, Michael developed extensive expertise and forged deep, lasting professional relationships with many Wall Street investors. In 1995, Mr.Margolies founded Avalon Research Group, Inc., a top-rated independent equity research firm with more than 100 hedge fund and mutual fund clients. He served as founder and CEO of Avalon until 2004, when he sold the company. During his long career, Mr. Margolies has been involved in hundreds of transactions as both a seller and a buyer of company equity and assets. He is also a founding member of Investorside Research Association.
Mr. Beadle joined Littlebanc in 2013 after graduating with his Masters in Business Administration degree from the USC Marshall School of Business, where he graduated with honors. While at USC Mr. Beadle worked as an Investment Analyst with GrizzlyRock Capital, an emerging hedge fund focused on long/short value equity and high-yield credit. Before business school, Mr. Beadle worked at Goodrich Aerostructures, a leading aerospace and defense supplier, as an Analyst specializing in business processes, operations, and finance. In addition to his MBA, Mr. Beadle holds a B.S. degree in Finance from San Diego State University. He is a CFA Charterholder, a member of MENSA, and is a Certified Lean Practitioner.
Mr. Gerhardt has spent most of his professional life building and running logistics enterprises. His most recent company was MSI Worldwide which was sold to the Belgium Post in 2013. He currently serves as Chairman of the Fauquier County Board of Supervisors, in Warrenton, Virginia; is a member of the Virginia Gold Cup's Board of Directors; is a board member of the Fauquier Free Clinic; and is a board member of the Path Foundation. He also serves as a corporate board member of Smith-Midland Corporation, a publicly traded company located in Midland, Virginia.
Patricia brings over 25 years' senior management experience in sales and marketing and operations with leading technology companies, including IBM, Dell and Xerox. Over 15 years were spent as a Senior Manager of Worldwide Marketing and Product Management for IBM PC and as Branch Manager of a sales office generating over $400 million. Patricia has financial experience at Morgan Stanley, Laird Capital and Oceana Partners. She is a member of the Board of Directors of the Enterprise Development Corporation, the Advisory Board of the Florida Institute for the Commercialization of Public Research, and the Gold Coast Venture Forum.
Mr. Baumgartner joined Littlebanc as an intern during the summer of 2015 and was subsequently hired full time in the summer of 2016, after graduating with a Master in Business Administration degree from the USC Marshall School of Business. Before Littlebanc, Mr. Baumgartner worked as an associate at Leonid Capital, a Los Angeles based private investment fund, where he performed due diligence and worked on various financial analyses related to potential acquisition targets. Prior to Leonid, Mr. Baumgartner was an analyst at Indigo Partners, a private equity firm focused on investments in the aerospace industry. Mr. Baumgartner graduated Summa Cum Laude from Northern Arizona University, with a BS in Economics and emphasis in investments.
Ms. Davis has extensive experience in the financial industry. Prior to joining Littlebanc Advisors, LLC, Ms. Davis served as Senior Compliance Officer for Boca Raton, FL based American Securities Group, Inc. There she was responsible for overseeing branch personnel and all compliance activities. Prior to American Securities Group, Inc., Ms. Davis was responsible for operations and client/sales support for Amerifinancial. Before these responsibilities, she provided sales and operations support at Avalon Research Group, Inc. Ms. Davis began her career at Motorola, Inc., as an Enterprise & Partner Sales Assistant. Ms. Davis maintains the General Securities Representative (Series 7), General Securities Principal (Series 24), Uniform Combined State Law (Series 66),Investment Banking Representative (Series 79) registrations and Operations Professional (Series 99). She also has a Life, Health & Variable Annuity License. Ms. Davis holds a Business Management Degree from Northwood University.
Mr. Martin joined Littlebanc as an Analyst in the Spring of 2017. He is a Full-Time MBA Candidate and a Faculty Fellow at UC Irvine's Paul Merage School of Business, and serves as the Vice President of Business Development in the Merage Student Association. Prior to business school, Mr. Martin was a Portfolio Manager for Greystone Ventures, a family office in Birmingham, AL. At Greystone, he managed a broad portfolio consisting of public and private equity and real estate investments. He received a Bachelor's Degree in Commerce and Business Administration from University of Alabama in 2012.