ROGER ALLENBAUGH
Managing Partner
Highly experienced M&A professional with 22 years of experience centered on investing in and managing family-owned businesses. Throughout career has focused on building a network of relationships with entrepreneurs, business owners, C-Suite executives and the investor community. Investment experience includes transactions in aerospace, defense, and government services, financial technology, hospitality, luxury services, internet services, consumer goods, medical devices, pharmaceutical, and information technology security. Skilled at sourcing investment opportunities and introducing capital providers. Competency in evaluating investment opportunities and managing the transaction process. Focused on building rapport with business owners and advising on succession planning, structuring transactions to align seller and investor interest, and planning for post-transaction integration.
Core Competencies
Team Leadership | Investment Evaluation and Due Diligence | Transaction Structuring and Negotiation | Business Planning & Strategy | New Market Entry Strategy | Operations Management and Value Creation | Growth Strategy | Investment Management | Asset Management | Financial Modeling and Valuation | Relationship Management and Networking | Capital Sourcing | Deal Sourcing & Origination
Professional Experience
- Northharbor Holdings LLC is an independent financial sponsor focused on operating businesses with $2 million to $25 million of earnings and a clear path to doubling or tripling the size of the business over a defined investment period.
- Business Development – Manage the client planning process to assess key problems and deliver solutions. Regularly engage with decision-makers to understand requirements, source necessary knowledge, expertise, and resources, and develop internal finance and accounting, strategy, technology, operations, human resources, and industry best practices and expertise.
- Business Strategy and Planning – Develop the growth strategy and execution plan for technology, aerospace, and business services companies. Design market entry and buy-and-build growth strategies to grow existing and new lines of business.
- Business Implementation – Oversee the business lifecycle from planning to implementation to address the commercial needs of the customer’s organization. Responsible for managing key strategic business relationships.
- Relationship Development – Build and maintain networks of business and industry professionals benefiting customers. Sources founders, operators, and experts to build advisory capabilities, train leadership teams, and solve challenging business problems for key strategic initiatives. Develops strong relationships through consultative, strategic, and technical skills to impact the mission and grow capabilities.
- Supply Chain Risk Management – Experience identifying and onboarding best-in-class operators to support logistics.
- Foreign Direct Investment – Conducted comprehensive business search, diligence, acquisition support to grow technology enabled businesses in Europe and Middle East.
- Co-founder of GOC Management LLC (www.globaloceanclub.com) a Hawaii-based marine management, charter, sales and services business.
- Co-founded Blue Heron Capital, LLC, where he built a business focused on introducing management teams and investment strategies to sophisticated investors. Past principal investments have been in business services, financial services, information technology, data security, life sciences, luxury brands, media companies, and packaged foods.
- As a US Navy officer and pilot, deployed twice to the Mediterranean Sea and Arabian Gulf. Responsible for leading and training twenty-six junior pilots, aircrewmen, and maintenance personnel in all aspects of maritime aviation mission areas.
Earned an MBA with distinction from Georgetown University. Additionally, received a Bachelor of Science in Industrial Management and Economics from Carnegie Mellon University. Chartered Mergers and Acquisitions Advisor (CM&AA).
BRADLEY LOVE
Managing Director
Bradley C. Love has over twenty-five years of experience in relationship selling, having been successful in manufacturing, telecommunications, and financial markets. Brad is the president of Kang Capital LLC.
For the past five years, he has raised investment and working capital for several emerging and start-up companies, primarily in the energy technology space. Much of Brad’s financial career has focused on business development and capital placement. As a result of spending over ten years as a wealth manager, Brad strives to understand investor objectives and works to identify and present investments that meet the investor’s requirements.
Brad started his career with International Paper as a major account manager and learned the nuances of a manufacturing business. After obtaining his financial licenses with Wheat First Securities and working as a financial advisor, he joined Network Access Solutions, a telecommunications start up which went public in 1999. Brad later returned to the financial markets, joining a wealth management team at Wachovia Securities.
Brad attended the College of William and Mary, where he was a scholarship varsity golfer and earned his B.B.A in Business Management. Brad holds Series 7, 63, and 79 FINRA securities licenses.