Company Overview of McColl Partners LLC
McColl Partners LLC is a merger and acquisition advisory firm. The firm focuses on providing advice to middle-market companies, with sales at or under $250 million, in the financial services, healthcare, technology and manufacturing industries. McColl Partners LLC is based in Charlotte, North Carolina. As of June 10, 2013, McColl Partners LLC operates as a subsidiary of Deloitte Corporate Finance LLC.
100 North Tryon Street
Charlotte, NC 28202
Founded in 2001
Key Executives for McColl Partners LLC
Managing Director and Co-Founder
Co-Founder and Managing Director
Compensation as of Fiscal Year 2013.
McColl Partners LLC Key Developments
McColl Partners Announces Management Changes
May 13 13
McColl Partners has promoted two investment bankers at the firm to managing directors: Matt Preece and Tom Spivey, both partners at the firm. Preece has been with the Charlotte investment bank for nine years and leads transactions in the firm's consumer group. Spivey, based in the bank's Dallas office, has been with the firm for five years and leads the Southwest execution and origination effort. Additionally, Jason Porter was promoted to vice-president. He will focus on deal execution in several of the firm's industry groups. Matt Preece will serve as a Managing Director and partner with McColl Partners in the firm’s Charlotte office. Mr. Preece will continue to advise clients in the Consumer and Retail Sectors, where he has taken a leadership role on a number of highly successful transactions, including the recapitalization of Butterball, LLC; KeyImpact’s partnership with EOS Partners; and Bushwacker’s acquisition of Stampede Products. Additionally, he has had several clients with whom he has lead multiple transactions including TrustHouse Services Group and Hy Cite Enterprises. Mr. Preece joined McColl Partners in 2004. Tom Spivey will serve as a Managing Director and partner with McColl Partners in the firm’s Dallas office. Jason Porter will serve as a Vice President with McColl Partners in the firm’s Charlotte office.
McColl Partners LLC Announces Additions to its Los Angeles Team
Jul 24 12
McColl Partners LLC announced key additions to its team in Los Angeles. Since opening the office earlier in 2012, the firm has added three members to its team while increasing its execution staff. Impressed by Southern California’s thriving middle-market sector, McColl made the decision to establish a market presence in order to better serve the firm’s targeted client base. Under the leadership of Tracy Albert, McColl plans to leverage its senior team’s deep-rooted relationships, industry experience, and problem-solving capabilities to build a long-standing business in Southern California. Among the first strategic decisions was the hiring of Michael Garcia, Vice President; Amanda Luttrell, Financial Analyst; and Nicole Wall, Analyst. Mr. Garcia will serve as a Vice President with McColl Partners. Previously, Mr. Garcia worked as an Associate at Morgan Stanley and Moelis & Company, where he focused on numerous advisory and financing transactions across a wide array of industries. Ms. Luttrell will serve as a Financial Analyst. Ms. Luttrell joins the Los Angeles team from the firm’s headquarters in Charlotte, NC and was previously in McColl’s Financial Sponsors Group. Nicole Wall will serve as an Analyst for McColl Partners. Previously, Ms. Wall interned in the valuation department of Houlihan Lokey.
McColl Partners Appoints Tracy Albert as Managing Director and Head of its Initiatives in Western United States
Feb 28 12
McColl Partners, LLC announced that Tracy Albert has joined the firm as a partner. Mr. Albert will serve as Managing Director and head of McColl Partners' initiatives in the western United States. Mr. Albert brings over twenty years of investment banking experience, during which he has advised middle-market companies in the execution of M&A and financing transactions. Prior to joining McColl Partners, Mr. Albert had been a Managing Director at Houlihan Lokey.
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June 10, 2013