R. Todd Lazenby
Todd founded WP Capital Partners, LP, the predecessor firm of Victory Partners, LLC in 2003 and is the Managing Partner of Royal Ascot Partners, LLC, an affiliated buy-out firm with close ties to Hickman Investments (a Ft. Worth, Texas Family office). Todd brings 22 years of corporate finance, investment banking, and entrepreneurial experience to the firm, having held increasing senior level positions in both mid-sized and Fortune 500 commercial and investment banks. He has arranged and overseen in excess of $3.5 billion in capital markets transactions, both as a principal and as an advisor in the areas of mergers and acquisitions and corporate finance. Prior to forming Victory Partners, Todd was the Managing Partner of WP Capital Partners, L.P. (formerly Summit Capital Partners, LLC), where he sourced, managed, and closed in excess of $500 million in middle market transactions for the firm. Previously, Todd advised Winthrop Capital, a private venture firm, on its staffing industry consolidation strategy, structuring and negotiating the acquisition and financing of all portfolio companies on behalf of the firm. Todd was a founding principal and executive vice president of Affinity Finance, LLC, where he was instrumental in developing a joint venture with a leading California bank. Prior to forming Affinity, Todd held the position of Senior Vice President at Wells Fargo Bank in San Francisco, managing the bank’s national home equity division. He has been a member of several company and charity boards, including FOH, Inc. (Fredricks of Hollywood), HomeBanc Inc., CMG Bancorp, Inc., Automated Data Sciences, Inc., First Chair Technologies, IFJG, SkyDrill Energy, Inc. and InTelegy Corp. Todd served as an adjunct professor of Entrepreneurial Finance at the University of Phoenix in California and is a past member of the Dallas Chapter of Young Entrepreneurs Organization and a past member of the Baylor University Executive MBA Committee. In addition, Todd currently serves on the board of directors for the North Dallas Chamber of Commerce and the March of Dimes and has twice served as Chairman of the Breakfast with a Champion Fundraiser. He holds an ED in Finance from Stanford University, an MBA, with high honors, and a BS in Communications, with honors, from Florida State University, and a BSBA, with high honors, from Barry University.
Terry D. Hess, CFP
Terry oversees Victory Partner’s Restructuring and Turnaround Management practice and joins the firm boasting an impressive background constituting more than 30 years of commercial finance, banking, real estate development, and work-out and restructuring experience. Terry has held numerous senior executive positions within commercial banks ranging from the Chief Credit Officer to the Chief Executive Officer of various bank subsidiaries. Among his most notable accomplishments is the recapitalization of GlenFed Corp., a bank holding company for Glendale Federal Loan FSB. As a senior executive on the restructuring team, Terry was critical in the successful turnaround which took the company from near seizure by the OTS, trading at $3 per share, to selling the bank to CalFed 3 years later for $37 per share. Throughout his tenure at GlenFed and the turnaround process, Terry played several pivotal roles, as demonstrated by his membership on the credit policy committee, loan committee, asset/liability committee, and management committee. In addition to his restructuring experience, Terry also has impressive real estate credentials. As a senior lender at the First National Bank of Chicago in their Real Estate Industries Group (REIG) as well as the Executive Vice President at Glendale Federal Bank, Terry has overseen and managed the development of over $500 million in specialty real estate projects located throughout the U.S., both as a principal and as an officer with major real estate developers. He sits on the board of directors for Meals on Wheels in Ashville, NC, the Diana Wortham Theatre in Ashville and the University Savings Bank in Seattle, Washington. He was the Campaign Chairman for the United Way located in Glendale, California as well as a member of the Rotary Club in Ashville, North Carolina. Terry earned his BA in economics from Dartmouth College where he was a member of Phi Beta Kappa. He has an MBA in finance and real estate from Stanford Graduate School of Business and holds his Series 7, Series 63 and CFP designations, along with his real estate broker’s license.
Raja M.N. Segal
Raja is Victory Partners’ senior technology officer and has primary responsibility for international business development. Raja brings over 35 years experience in the technology sector, consulting, and product development, marketing, and distribution. Raja has work with several Fortune 500 companies including Indian Oil Corp., Hewlett Packard, Texas Instruments as Product Manager and Product Marketing Manager involved from product development through marketing, manufacturing and distribution both in the US and internationally. He was the Principal Consultant and Project Manager with Price Waterhouse Coopers LLP for ERP (Enterprise Resource Planning)-Supply Chain projects for several Fortune 500 clients. Raja has been the founder of several companies involved in creating software and consulting. His companies include eArtham, Inc., Yougotcash, LLC., and Yougothelp, LLC. He has worked with companies in financial services , health care management, medical devices, wellness programs, and personal service-oriented outsourcing. He has developed online money transfer systems, ERP systems, accounting information and management systems, hospital information and management systems, supply chain automation and execution systems. He has been a consultant involved in negotiating JV’s and alliances internationally including the US, India, Africa and Europe for medical devices and wellness programs. Raja has degrees from the University of Texas, Arlington including a MBA and from Vikram, Bhopal including a BS in Electrical Engineering, Electronics. Raja was a Rotary International Foundation Fellow and Ambassadorial Scholar. He is fluent in several languages including Hindi, Urdu, and Sanskrit.
John D. (Jack) Kearney
Mr. Kearney brings 20 years of experience as a financial and strategic advisor to both public and private companies in raising equity and debt capital, developing and executing merger & acquisition strategies, and in restructuring of debt or redeploying assets. His experience includes 15 years of increasing responsibility as an investment banker in the corporate finance departments of several full-service, regional investment banking firms located in the southern U.S. and 5 years of experience as the senior corporate development executive of a $2 billion revenue publicly traded wholesale distributor with operations in 10 countries. As an investment banker, Mr. Kearney managed and served on corporate finance teams that sold in excess of $2 billion of publicly registered securities and $300 million of privately-placed securities, and served as financial advisor in merger & acquisition transactions valued at more than $500 million. As a senior corporate executive, he developed the corporate development strategy that resulted in the strategic and tactical acquisition of the controlling interest (typically 100% control) of 10 computer and office supply wholesale distributors located in 10 countries with revenue of approximately $1.2 billion. Mr. Kearney has a Juris Doctor and Master of Business Administration from Duke University and was admitted to the Georgia Bar Association in 1982 and licensed in Georgia to as a Certified Public Accountant in 1984.
Thomas E. Lindholm
Tom brings more than 25 years of experience as a senior corporate executive at the Fortune 500 level and as a seasoned investment and merchant banker. Tom has advised and consulted financial institutions such as commercial national banks, investment banking firms, hedge funds and commercial finance companies in asset/liability management, capital structure strategies, portfolio management and underwriting policies. Tom is also recognized as an expert in the alternative energy industry, having developed strategies and structuring and procuring in excess of $250 million in capital for several “small cap” publicly traded companies. Tom runs Victory Partners Investment Banking Advisors and serves as an advisor to Royal Ascot Partners, LLC. Prior to joining Victory Partners, Tom was the founder and president of Roth Thomas, Ltd, an investment and consulting firm catering to hedge funds and private equity firms, successfully raising and investing $225 million between 2001 and 2006. Previously, Tom was Executive Vice President of KBK Capital Corporation, a publicly traded specialty commercial finance company based in Ft. Worth, Texas, where he managed the company’s Asset Based Lending Group, Marketing Team and Mezzanine Fund, overseeing $800 million in factoring/ABL/Mezzanine commitments to small business/middle market companies between 1998 and 2001. Prior to KBK, Mr. Lindholm was a senior vice president of Bank One, N.A (now JP Morgan Chase Bank), managing several regions for the bank’s commercial lending group. Tom was responsible for originating in excess of $320 million in small business/middle market loan commitments throughout the U.S. Tom earned his BSBA from the University of Denver in 1982 with an emphasis in finance. He is active in the Association for Corporate Growth, the Turnaround Management Association, and the Southlake Executive Forum.
Richard M. Nichols, Esq.
Rich brings more than 30 years of experience as a lawyer and entrepreneur, identifying, operating, financing, and consummating transactions as well as providing advice and business counsel to entrepreneurs in the technology, sports and entertainment, finance, broadcasting, and telecommunications industries. He has been an operating principal in several major start-up companies. Rich was the owner/operator of the City of San Francisco Marathon, a founding executive of the professional American Basketball League (A.B.L.), was president of Athletishare, Inc., and has served as the personal sports attorney for several nationally renown athletes, including Marion Jones, Edwin Moses, and James Lofton, to name a few. He has enjoyed a distinguished career as a senior counsel with both Wilson, Sonsini, Goodrich, & Rosati, P.C in the Silicon Valley and Hughes & Luce, L.L.P., in Dallas, Texas. Rich has served as an adjunct professor at University of California, Hastings College of Law, teaching Sports Law and has served on several company boards of directors. He is nationally recognized as a specialist in the field of corporate legal crisis management and has worked with celebrities, government officials, government and non-profit agencies, and sports teams in this capacity.
Rich is a graduate of Dartmouth College, earned a Masters of Arts degree from Stanford University and a Juris Doctorate from the University of California, Hastings College of Law.
Gary Moon
Gary Moon brings 16 years of investment banking, corporate finance, and entrepreneurial experience to Victory Partners. Mr. Moon and Mr. Lazenby have worked on numerous investment banking initiatives over the last 10 years. Prior to joining Victory Partners as an affiliate, Mr. Moon was a managing director of Ridgecrest Capital, where he advised numerous companies and entrepreneurs on mergers & acquisitions and growth capital transactions. Gary was formerly with Viant Capital in San Francisco, where he was responsible for more than $500 million in middle market mergers & acquisitions in the finance, technology, and healthcare industries. Mr. Moon is an accomplished technology executive and entrepreneur. From 2000-2006, Gary was president & CEO of Luna Communication, Inc. a nationally regarded Wireless and Mobile Systems Integration company. Luna Communications was sold to a publicly traded competitor in 2006, where Mr. Moon became Managing Director and CTO while also at Viant. In addition to Mr. Moon’s executive experience delivering solutions to F2000 corporations, Mr. Moon has consulted Investment Banks and Private Equity firms on their advisory work and investments in the Wireless space. Mr. Moon also serves on several advisory boards for both technology and traditional industry businesses. Mr. Moon is active in the Young Entrepreneurs Organization, serving on the Board of the Silicon Valley Chapter of which he is also a charter member. Mr. Moon holds a M.S. and B.S. in Industrial Engineering Management from Stanford University.
Victor R. Stone
Victor "Vic" currently serves on the board of several companies and charities located throughout the southwestern U.S. He works exclusively with Victory Partners, LLC on all financial service company engagments requiring expertise in commercial and community banking, from regulatory issues to business plan development, due diligence, and corporate governance. Vic currently serves as the chairman of the board of Americas Money Center Inc., an online specialty finance company catering to community banks, credit unions, and other financial institutions. He was also the founder of Loan Genie, LLC, a highly successful on-line loan brokerage company catering to auto lenders and dealers. Mr. Stone was a partner with Todd Lazenby at Summit Capital Partners, LLC (the predecessor firm to WP Capital Partners) and was instrumental in both the CMG Bancorp and Union Safe Deposit Bancorp transactions. Mr. Stone brings 40 years of consumer finance experience to Victory Partners. Most notably, Mr. Stone enjoyed a highly successful career with First Interstate Bancorp (acquired by Wells Fargo Bank in 1996) spanning 25 years, where he was ultimately the 3rd highest ranking corporate officer and Executive Vice President, managing the bank's $50 Billion Retail Lending Group. Mr. Stone has known and worked alongside Mr. Lazenby for over 15 years, serving as a key mentor to him. Together with Todd, Vic was one of 5 founding principals and an Executive Vice President of Affinity Finance, LLC, where he was responsible for the company’s highly successful Affinity LinksTM program with financial institutions across the United States. Mr. Stone is a graduate of the Darden Business School at the University of Virginia, where he focused his studies on banking and finance. He has been a lecturer at the Banking School of the South at Louisiana State University and the Western Banking School at the University of Nevada Reno.
Tracey A. Williams
Tracey joined Victory Partners, LLC in 2008 as an associate intern. Her responsibilities include conducting industry and market analysis and assisting senior associates with financial modeling and valuation for investment banking transactions. She is currently a MBA student at the Cox School of Business at Southern Methodist University concentrating on finance and strategy. Tracey is the Co-President of the Cox Buyside Club and a Forte Foundation Fellow. Prior to attending SMU, Tracey was a food scientist at ConAgra Foods where she led the team responsible for the development of a new process that improves product quality in addition to saving the company approximately $2 million per year. A patent is pending for this technology. Tracey graduated with honors with a Bachelor of Science in Dietetics from the University of Florida and has master’s degree in Food Science and Technology from Texas A&M University.
Julie Krimm
Julie is the Controller and Director of Administration for Victory Partners, LLC. Julie brings over fifteen years of financial management and operations experience to the firm. Prior to joining Victory Partners, LLC she worked for Fieldstone Mortgage Company, where she was responsible for a division consisting of eight regions throughout the United States, including operational controls, planning, human resources, and customer and vendor relations. Julie is the glue that keeps the team running cohesively. Her integral role allows Victory Partners to perform at its highest operating potential. Her responsibilities revolve around supporting the Victory Partners team with the day-to-day functions necessary to close investment banking transactions and provide financial advisory services, including managing the firm’s finances, maintaining all banking relationships, vendor management, facilities management, human resources, and university relations.
Bradley H. Hickman, Jr.
Bradley joins Victory Partners, LLC as a research analyst. His responsibilities include performing financial analysis and market research for use in sell-side transaction marketing documents, industry research reports, market outlooks, business development presentations and strategic plans. He serves as an integral link between the company and its clients through weekly progress updates, periodic industry news feeds, and event coordination. Bradley joins Victory having spent four years in the real estate division of Hickman Investments in Fort Worth. He brings a wealth of knowledge and experience in commercial real estate brokerage and strategic acquisitions. He has assisted in property management, leasing, and developed detailed financial statements for the company’s real estate holdings. Bradley received his BA in Economics with a minor in Business from The University of Texas at Austin. Bradley is a CFA level I candidate and hopes to use the strategies he learns as an analyst to help start a prolific career in investment banking.
