Richard Walker has directly served as corporate banker, financial advisor and/or crisis manager in over 250 specialty finance and restructuring transactions representing a broad portfolio of over $1 Billion in committed funds throughout the U.S. and abroad. He has 25 years experience in analyzing, underwriting, restructuring, and funding leveraged finance and turnaround transactions in specialty industries as well as the broader retail, manufacturing and distribution industries. Rick has served as a senior executive of a public multi-bank holding company, founding board member of a community agency, oversight executive of a community organization and founding Chairman/CEO of a public charter school. His successful client mandates since forming the firm in 1997 have benefited dozens of advisory clients. He is a graduate of the Brigham Young University Marriott School and the Rutgers University Stonier Graduate School of Banking, where his graduate thesis focused on asset-based finance. Through his involvement as a corporate finance manager with First Union Capital Markets and as a manager in other financial institutions, Rick has frequently spoken to AICPA and trade group conferences devoted to corporate restructuring.
Robert O’Connell has over 35 years of U.S and foreign experience in starting and managing financial and business services, consumer products, manufacturing, distribution and technology driven enterprises. He led the turnaround of a publicly traded consumer goods importer, the growth of a medical equipment manufacturer, the startup of a commercial real estate services group, and the strategic startup of a new manufacturing division of a public company. Bob has served as CEO and board member of two public companies, senior manager of two public firms and founding Chairman/CEO of one private firm. His areas of expertise are commercial real estate, sales and marketing, strategic planning, supply chain optimization, international sourcing and M&A. Through his early years as an institutional broker and advisor for several NYSE firms, he has widely lectured senior executives and managers throughout the financial services industry. Bob hold a B.S in Chemistry from Brigham Young University with an MBA from the Brigham Young University Marriott School.
Sharon Garner has over 12 years experience in marketing, underwriting and managing leveraged finance transactions for public and private firms. Her background includes transaction due-diligence management, capital markets sourcing, loan restructuring and corporate turnarounds. Her areas of expertise are transaction analysis, debt syndications, financial restructuring, structured debt and equity financing, cash flow management and asset evaluation. Prior to joining Oak Capital Group in 2001, Sharon was with Fleet Capital and First Union Capital Markets where she managed middle market leveraged finance portfolios in excess of $200 Million.