Strategic Partners

Andrew Barker

Email : ABarker@ShoreviewAdvisors.com

Direct : 469.403.4944

Andrew is a high-energy, strategic thinker who understands how to execute tactically in order to lead purposefully and is committed to client success.

Andrew has the proven ability to improve operations and cash flow and extensive experience in Global Business, International Financial Management, Executive / Business C-Level Leadership, and Strategic Alignment.

With over 25 years of experience, Andrew has a track record of success in maximizing real world efficiency and productivity in multiple industries in the US and Latin America, including in the family owned, private, and nonprofit arenas.

Andrew’s core professional experience is in financial and operational management leadership roles, both domestic and international, while based in New York City, Mexico City, and Dallas. He has advised businesses in a multitude of industries such as manufacturing, distribution, real estate, startups, professional services, retail, and agriculture. He has seated roles as CFO and COO in both the US and in Mexico, M&A advisory at KPMG, M&A investment banking in Latin America. Andrew also served on the Advisory Board at The American Society in Mexico.

Andrew is also an in-demand speaker at industry events and seminars, having shared his expertise at the 2018 Cloud Services Business Leadership Forum and at the Association of Chartered Accountants.

Andrew holds a Bachelor of Science in Accounting, an M.B.A. in Finance, International Business, and Information Technology from the Stern School of Business at New York University and is an actively licensed Certified Public Accountant (CPA) by New York State. He speaks Spanish and Portuguese.

Andrew Barker

Jeffrey Cartwright

Managing Partner

Email : JCartwright@ShoreviewAdvisors.com

Direct : 812.350.7200

Jeff is a seasoned executive with deep operations and general management experience. He has led manufacturing, logistics, engineering, sourcing, product development, marketing, and sales for leading multinational consumer products firms for over 35 years. Experiences include leadership in US, Mexico, China, and Europe. He has conducted multiple successful interventions resulting in value that has consistently exceeded expectations.

Jeff’s experience includes serving as the President & COO of Igloo Products, where he led the company through significant double digit growth and a 15% improvement in EBITDA. Prior to this, Jeff was also the President & CEO of Cosco Home and Office Products. During his tenure, this $150 million business received two Vendor of the Year Awards from Wal-Mart in addition to sole supplier in two different product categories.

Jeff has held VP of Operations positions in several consumer products companies, including Dorel Juvenile Group, Silver Line Building Products (n.k.a. Andersen Windows), Intercraft Burnes (Division of Newell Rubbermaid), Newell, Frito-Lay, and Procter & Gamble. Several of these assignments have been significant turnarounds from losses or breakeven results to double digit profitability in under a year.

Jeff resides in Dallas, Texas where he is actively engaged within the community. Jeff enjoys spending time with his wife and four grandchildren. His interests include military history and college football.

Jeffrey Cartwright

Managing Partner

Robert Clark

Senior Consultant

Email : RClark@ShoreviewAdvisors.com

Direct : 315.254.5234

In addition to being a principal consultant in Operations, Robert is the President and Owner of PMI Premier, a real estate brokerage focused on professional property management. Prior to PMI Premier, Robert was the Vice-President of Operations for United Copper Industries (Now Southwire), a wire and cable company in Denton, Texas. He is an experienced executive operations manager with an extensive track record of skillfully overseeing a wide range of international manufacturing and production operations. He led Fortune 500 and private equity companies through challenging turn-arounds and multi-million dollar capital projects through a series of progressive international assignments. Robert is a certified Lean Six Sigma Black Belt and Kaizen leader experienced in leading improvement events in diverse manufacturing environments. His international experience includes executing policy deployment, kaizen, and footprint transitions in China and EU countries. He has personally led executive staff, managers and hourly personnel in over 50 Kaizen events. Robert is a proud Army veteran and a graduate of the United States Military Academy.

Robert Clark

Senior Consultant

Oscar Estrada

Director

Email : OEstrada@ShoreviewAdvisors.com

Direct : 513.418.1537

Oscar is a senior operations executive. Oscar comes to us from Senco where he was the Vice President of Senco Business System. He was responsible for the SBS certification within all departments from Ground Level to reaching Gold Level including the formal classes of Yellow, Green, Black and Master Black Belts. Other responsibilities include promoting awareness, identification of projects, calculation and responsibility for project financials, reporting deployment results, and preparing strategy deployment plans for the company.

Oscar worked at Smurfit-Stone (Container Division) where he was the Director of Continuous Improvement within the Operations and Procurement department. He held similar positions with Rexnord Aerospace, Praxair Surface Technologies and Dorel Juvenile Group. At Dorel, Oscar was featured in the 75^th Anniversary Fortune Special Issue Magazine, in the article “The Way We Innovate Now” in their Industrial Management & Technology version.

Oscar has also held a variety of positions which included Operations, Logistics, Procurement, Scheduling, Warehouse, and management assignments with Federal Mogul, a tier one supplier of the Automotive Industry. He has extensive Lean experience in a variety of fields and has been recognized several times for Operational Excellence.

Oscar has proven success in analyzing complex situations and developing solutions to operational problems. He is a leader with excellent motivational and bilingual communication skills. A keen strategist with demonstrated success in team building, cost controlling and forever committed to the continuous pursuit of excellence. He specializes in identifying and enhancing value added activities and is able to translate strategic vision into attainable objectives.

A native of Chicago, Oscar earned a Bachelor of Science in Business Operations from DeVry University. He is certified Lean /Six Sigma and a member of the five-star program, supported through the Automotive Industry. He also obtained a Master Black Belt Certification through Quality Training Institute.

Oscar Estrada

Director

T.J. Jordan

Director

Email : TJordan@ShoreviewAdvisors.com

Direct : 407.232.3074

T.J. is a highly driven operations executive with over 30 years of operations experience in manufacturing, engineering, sourcing, logistics, distribution, and project management, working in environments ranging from small entrepreneurial businesses to large multi-national corporations. T.J.’s leadership experiences include the US, Mexico, and Asia.

T.J. has held various leadership roles in engineering management, director level operations management, and VP of Global Operations for large consumer products manufacturers. T.J. has spent the last 13 years as a consultant helping clients integrate acquired businesses, M&A deal maximization, project management (PMO), re-engineering operations, implementing strategic initiatives, managing operations consolidations, performing manufacturing turnarounds, facilities layouts, facility expansion, facility startups, and filled several key executive roles on an interim basis. His accomplishments in this area have led to very successful outcomes for clients and a number of repeat clients.

T.J. resides in the Augusta, Georgia area, and enjoys spending time with his wife and children.

T.J. Jordan

Director

David Manschot

Director

Email : DManschot@ShoreviewAdvisors.com

Direct : 630.309.9429

David is a senior management executive with supply chain experience in automotive, food, beverage, personal care, chemical, distribution, and service industries. He was responsible for MRP implementation, inventory management, sourcing, and contract negotiation. In addition he held leadership positions in package engineering, new product development, contract manufacturing, customer service, sales and marketing.

David performed these activities at companies including: Beecham Cosmetics (Jovan, Yardley, Vitabath, Hermes, Lancaster), Fiat/Allis (global central parts distribution center), Metalforming Technologies (largest tier 2 automotive stamping supplier in U.S.), Hysan Chemical (cleaners and deodorizers), Park Foods (retail and food service), and Tate & Lyle (custom blending division).

David has direct experience working with containers, closures, flexible, displays, cartons and printed packaging. Food products include gums, starches, cocoa, hydrocolloids, dairy, and sweeteners. Automotive programs include integrated line sequencing, contract assembly, and lean manufacturing.

A graduate of Michigan State University with a BS in Package Engineering and MBA in Marketing, David currently resides in the Chicago area and enjoys spending time with his wife and 2 children. His volunteer activities have supported Boy Scouts of America, Wheaton North Marching Band, Future City Competition, and numerous community programs.

David Manschot

Director

Rich Marshall

Director

Email : RMarshall@ShoreviewAdvisors.com

Direct : 317.427.8586

Rich is a savvy supply chain and operations executive with over 30 years of experience in mid-market and Fortune 500 multi-national companies where he has led complex operations to achieve exceptional levels of performance. His multi-country expatriate experience, with assignments in Mexico, Belgium, the UK, and Italy, combined with a polyglot’s language capabilities have allowed him to excel in global leadership roles. He earned his MBA in International Business at the University of Arkansas.

Rich has leadership experience in broad spectrum of industries including transportation, medical device, CPG, consumer durables, specialty chemicals, industrials, and publishing. A deep background in distribution, logistics and warehousing, where Rich displayed superior abilities to identify, adopt and implement advanced automation and information technologies such as pick to light, sortation, WMS, TMS and DRP served to provide the building blocks that led to broader and greater supply chain and operations responsibilities. He has a solid track record of success conducting operational performance turnarounds that have alleviated business crises caused by customer service failures in distribution and manufacturing business units while accelerating value creation through improved operating efficiencies and the reduction of working capital.

Rich resides in Indianapolis, IN area. He enjoys spending time with his wife, travelling to new locales, and raising German Short haired Pointers. His interests include history, college football and following the KC Chiefs and KC Royals.

Rich Marshall

Director

Nick Mysore

Director

Email : Nick@ShoreviewAdvisors.com

Direct : 214.697.4713

Nick Mysore, is an accomplished business leader who has led transformational growth in diverse industries with a specific focus on consumer-packaged goods and technology.

He has over 20 years of experience driving growth, leading high-performing teams, creating iconic brand strategies, and implementing breakthrough innovations for growing revenue and profits. He is equally skilled at both organic and inorganic growth. Additionally, he has expertise in launching new businesses and innovative brands, for both large and entrepreneurial firms.

Nick’s background as business builder, brand marketer and corporate strategist for both CPG & Technology companies provides a unique blend of experience and skills that qualify him to drive business growth.

His entrepreneurial spirit and business acumen have driven growth of multi-million-dollar brands in both large and entrepreneurial firms. Nick has held senior positions such as Managing Partner of NPower Ventures, President & CEO for Vim Vitae, VP of Strategy for Frontier Communications, Head of Market Strategy at Dean Foods, Senior Director of Enterprise Strategy at ConAgra, and General Manager of TXU Energy’s Out of Territory Energy division.

Nick’s expertise in branding, sales and customer platforms have assisted many small businesses in the Dallas area. He has been an advisor to portfolio companies backed by angel and private equity investors, which he guides on strategy development, marketing, and growth initiatives.

He earned his MS in Business Economics and MBA in International Business and Marketing from Southern Illinois University and holds a Certificate in Entrepreneurship from Southern Methodist University.

Additionally, he is an Adjunct Professor of Market Strategy & Innovation for the Executive MBA program at SMU.

He was also appointed by the U.S. Secretary of Agriculture to the board of the ‘Milk Processor Education Program’ (Milk PEP) to help revitalize the milk industry – he advised on the “Milk Mustache,” and “Got Milk?”

Nick also serves on the Board of Directors of the ‘Community Council of Greater Dallas,’ an organization focused on Health Care, Aging and Youth Education.

Nick Mysore

Director

Bill Taylor

Director

Email : WTaylor@ShoreviewAdvisors.com

Direct : 503.550.7176

Bill has excelled in a variety of roles as the senior executive of global supply chain and as the senior operations leader in multinational business enterprises. This includes extensive experience in Mexico and the Far East. His focus areas are inventory planning with emphasis on basic disciplines such as sales and operations planning, inventory reductions, and driving out costs while greatly improving customer service levels.

Additionally, he has served as the supply chain, sourcing or operations leader of various operating entities in excess of 20 years. Bill has held senior leadership positions at several companies in the consumer and industrial products industries, including Everlast Worldwide, Inc., Cannondale Bicycle Corp., Dorel Juvenile Group, Dynamic Cooking Systems, Fiskars Brands, Inc., Rubbermaid (Division of Newell Rubbermaid), Newell, General Electric and Siemens Energy and Automation. Bill graduated from West Point and served as a Major in the US Army. He received his MBA in International Business from Berry College.

Bill Taylor

Director