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.
Kevin J. Gadawski, CPA, CVA, brings to Littlebanc more than 20 years of financial, operational and sales experience. Prior to joining Littlebanc, Mr. Gadawski was the President of NL Strategies, Inc., a consulting firm that delivered financial and operational leadership to companies across a variety of industries, as well as provided forensic analysis services for both valuation and forensic accounting matters. Prior to founding NL Strategies, Mr. Gadawski was President of First Check Diagnostics, LLC, a successful medical device company. While at First Check, Mr. Gadawski obtained regulatory clearance for new and unique products, expanded distribution with all major retail accounts, grew revenues more than 350%, and negotiated the sale of the company to a key supplier at nearly seven times ROI. Mr. Gadawski also served as President of Worldwide Medical, Inc., where he developed and implemented a turnaround plan leading the company out of bankruptcy to financial solvency, ultimately culminating in the sale of the company at nearly two times investor dollars in less than 18 months. In addition to his executive leadership at medical device companies, Mr. Gadawski is a seasoned financial professional and has held Chief Financial Officer roles at several public companies. Mr. Gadawski holds a B.S. degree in Accounting from Northern Kentucky University and is a Certified Public Accountant and a Certified Valuation Analyst.
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, and served as co-manager of USC’s Student Investment Fund ($5mm AUM). 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.
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.
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.
Ms. Schwolow is a marketing professional with experience in e-mail, SEO, SEM, affiliate, loyalty, and social marketing. Soon after her graduation from the University of Central Florida with a B.S. in psychology she started her own seed funded business and became a resident of the FAU Incubator in Boca Raton, FL. Her company was later acquired by Quamtel, INC, and she went on to serve as the Director of Marketing for both Quamtel and Zindigo, overseeing a team of marketers. She then joined the experience optimization team at HiConversion (a Littlebanc Portfolio company) as an optimization strategist before joining Littlebanc as a growth strategist. Danielle is assisting the growth strategies of Littlebanc and its portfolio companies.