Our team members bring focused expertise – executive leadership, strategic guidance, investment banking, M&A, financial management, business management, technology development, and organizational development – but more importantly, they have worked together successfully in the trenches and under extreme conditions to produce results.

Parkwood Advisors' team is made up of successful business professionals that have had first hand experience building, financing, managing, buying and selling high-growth companies. We combine our proven experience with original thinking and an understanding of your unique situation to provide advice that creates results. The team consists of …

Mark specializes in a broad range of strategic and business effectiveness initiatives, including:

n         M&A strategy, due diligence and integration management

n         Financing and capital formation for early-stage and mid-market companies

n         Strategy formulation and execution

n         Strategic communications of large-scale change; culture assessment and integration

n         Business development and strategic planning for technology oriented start-ups

n         Stategic marketing and positioning of new products and technologies 

Mark formerly served as U.S. Region Leader for Merger and Acquisition Services with Watson Wyatt Worldwide, a global consulting firm with approximately $750 million in annual revenue, where his clients included: American Express Financial Advisors, Amoco, Boeing, British Petroleum, Cessna Aircraft, Chevron, Dell Computer, Dow Chemical, Equistar Chemicals LP, First Interstate Bank, General Electric, Hoechst-Celanese, J C Penney, Komatsu-Dresser, Lyondell Petrochemical, Magma Copper, McNeil Consumer Products, Northern States Power, Occidental Chemical, Quaker Oats, Shell Oil, The Toledo Hospital, TRW, and Willamette Industries among others. 

Mark is the co-author of  “The Complete Guide To Mergers and Acquisitions: Process Tools to Support M&A Integration at Every Level,” (John Wiley / Jossey-Bass Publishers), which has been translated into five languages and is used as a foundational guide for various consulting firms and university programs. A Second Edition of this book is scheduled for release in 2007. 

Mark’s representative assignments with mid-marketand mid-market companies include a private equity raise and ongoing financial advisory with a real estate financial services company; a strategic planning initiative with a transportation logistics provider; and a market repositioning and capital raise assignment with a provider of proprietary enterprise software, among others. 

Mark earned the distinction of “Top Ten Graduating Seniors” at Oklahoma State University where he completed a Bachelor of Science degree. While in college Mark served as the National President of the Future Farmers of America, a 500,000 member educational organization funded by the United States Department of Education. He subsequently earned the Executive Masters of Business Administration degree from the University of Texas at Dallas. In addition, Mark currently serves as an Executive in Residence for the Graduate School of Management at the University of Texas at Dallas.

Rob Wheelock has more than 35 years of comprehensive experience in planning, organizing financing and managing entrepreneurial businesses in the various capacities of investment banker, investment advisor, sponsor, corporate officer and director, general partner, principal and professional consultant. He has assisted emerging companies and their owners in initiating, arranging and closing more than eighty (80) private financing transactions with an aggregate value in excess of $800 million. In addition, Rob Wheelock has provided financial advisory and business development services to numerous entrepreneurial business enterprises, their owners and executives.  

His experience includes dealing with business enterprises engaged in manufacturing; contract drilling for oil and gas; operation of offshore services vessels serving the oil and gas industry; hotel development, construction, renovation and operations; real estate development and management; private investment banking; mortgage banking; financial services; energy conservation and environmental control; telecommunications; electronic data processing and information technology; resource recovery operations; refrigerated warehousing and imports and exports of perishable foods; sub-prime automobile installment loan financing and securitization; and healthcare. 

Rob Wheelock was a co-founder, Chairman of the Board and Chief Executive Officer of Banyan Corporation and its subsidiaries from 1977 until 1985, where he was responsible for arranging approximately $200 million of private financing for emerging companies. After serving in the U.S. Army for three (3) years, where he was a helicopter pilot and attained the rank of Captain, and completing the MBA program, he joined the management consulting staff of Peat, Marwick, Mitchell & Co. for two (2) years and then was a member of the Small Business Division with Arthur Andersen & Co. for three (3) years, where he became a Certified Public Accountant.  He formerly served on the Executive Board of Circle Ten Council, Boy Scouts of America. 

Rob Wheelock holds a Bachelor of Arts degree in economics from Washington and Lee University, Lexington, Virginia, and a Master of Business Administration degree with a concentration in finance from Emory University, Atlanta, Georgia.

Greg Floyd advises Parkwood’s clients based on a successful 25-year career in technology, business development, service delivery and international business. As Vice President of Global Applications, Systems and Professional Services with a major business process outsource provider, Greg led a global team of over 60 technology professionals and vendors to support 25 call centers throughout the world. As Chief Operating Officer of a major industry trade association, Greg led the development and deployment of major enterprise systems and an industry-wide online business portal leading to revenue growth of over 20%. As a former consulting practice leader with the Enterprise Systems Management group of Ernst & Young, LLP, Greg led complex assignments focused on all enterprise systems disciplines including service desk, asset management, user administration, network architecture and network management. Greg earned the Bachelor of Science degree in Business Administration / Marketing from the University of South Alabama, and subsequently earned the Executive Master of Business Administration degree from the University of Texas at Dallas. In addition, Greg is a Senior Principal and co-founder of the International Bridge for Business and Technology and a former Chairman of the Board of Directors for Career Connection, a non-profit program providing career transition services to professionals in the North Texas market.

Pat Antaki has 24 years of experience as an entrepreneur and engineer, having founded or materially assisted in the founding of nine technology start-up companies. He has consulted on technical matters of electronics, computer design and communications to companies such as IBM, Honeywell, HP, DSC, Texas Instruments, Compaq, and others. Patrick participated as a Skeleton athlete in the Winter Olympic Games of 2006 in Turin, Italy. He received his Bachelor of Science degree in Electrical Engineering from the Massachusetts Institute of Technology (“MIT”) in 1984. Subsequently, he founded and managed the Dallas-Fort Worth Chapter of the MIT Enterprise Forum. Pat holds four U.S. patents and has numerous other patent pending applications.

Timothy J. (Tim) Galpin is an Assistant Professor at the University of Dallas Graduate School of Management and is a Senior Fellow with Katzenbach Partners, LLC. Tim has over 20 years of experience as a management consultant and business manager based in Europe and North America. Throughout his career, Tim has worked with executives on -- aligning senior teams with organizational strategy, strategy execution, human capital management, merger and acquisition integration, effectively managing organizational transformation, business productivity improvement, and culture change throughout the workforce.

Tim's consulting clients include many Fortune 1000 corporations such as: GE, GE Capital, Sears, London Life Insurance, Lyondell-Equistar Petrochemicals, ARCO, Quaker Oats, Armstrong Building Products, Prudential Insurance of Canada, Macrovision, Installshield, Harrods (UK), Safeway (UK), Siemens, The Central American Retail Holding Company (CARHCO), BlueCross BlueShield of Texas, Amdahl Computer, and the United States Government.

As a recognized expert on strategy execution, merger integration, workforce productivity improvement, organizational transformation, and culture change, Tim is often asked by the business media to provide insights on these topics. He has been featured on CNBC, Reuters Television, National Public Radio, and quoted in various publications throughout the world.

Tim Galpin has authored numerous articles for publications including: Mergers & Acquisitions, Journal of Business Strategy, The Handbook of Business Strategy, and Training & Development. In addition to his articles, Tim has published three management books:
 

n         The Complete Guide to Mergers and Acquisitions,

n         Making Strategy Work: Building Sustainable Growth Capability, and

n         The Human Side of Change: A Practical Guide to Organization Redesign.

Tim Galpin holds a Ph.D. in Organization Development from UCLA, and a Masters degree in Management from Southern Illinois University.

Brent Phillips has been a leader in growth-oriented, early-stage technology companies for nearly 18 years. He has consistently demonstrated special abilities to recognize, vet, and exploit new business opportunities. His areas of expertise include:

n         Business planning and strategic marketing for complex technology

n         Business development including customer acquisition and strategic partnerships

n         Mergers & Acquisitions and early-stage fundraising

As founder, CEO and principal software architect of Entact Information Security Corporation, Brent raised over $4 million in capital for Entact from private and corporate investors, acquired a Danish software vendor, and established sales and marketing operations in Europe and in the US. In 2002 the company was sold to ASG – one of the largest privately held software companies. Other key technology leadership roles include spearheading the successful launch into North America of a Dutch enterprise systems performance analysis software company, and serving as an M&A consultant to a Canadian software vendor regarding the divestiture of two software product lines, leading the development of the Information Memorandum, the sourcing of prospective buyers, and the successful negotiations with two different European public company buyers. During this period Brent also led an initiative for a fifty employee American manufacturing company to streamline operations through the acquisition and implementation of a new ERP and CRM business infrastructure and worked on several small offshore outsourcing projects.

Brent is bilingual and holds the Bachelor of Science degree in Computer Science from Oklahoma State University.

Brad Carter leads Parkwood’s human capital and due diligence services, and also specializes in employee benefits, compensation, organizational change and strategy implementation.

Brad has more than 30 years of experience as a human resource manager in public and private organizations, in sales and business development and, in domestic and international human capital consulting.

Brad holds a master’s degree in Education and Instructional Technology.  He frequently speaks at conferences on topics such as global acquisitions, expansion and joint ventures, human capital due diligence, organizational structure and alignment, business strategy clarification, and international leadership.

Jack Loteryman leads Parkwood’s financial analysis and modeling practice as an integral part of many assignments.  With more than 30 years of experience in accounting, corporate finance, treasury operations, public company compliance and reporting and as a practicing Certified Public Accountant, Jack provides expert analysis and development of financial strategies to optimize results.