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DONNELLY
PENMAN & PARTNERS TEAM |
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John C. Donnelly
Managing Director
Mr. Donnelly founded DP&P in September 2000. He leads the firm’s delivery of investment banking and financial advisory services to banking and financial service companies, with a focus on community banks.
Prior to forming DP&P, Mr. Donnelly was a Managing Director in the investment banking department of Raymond James & Associates, Inc. where he focused on the financial services and utilities industries. Mr. Donnelly joined Raymond James in 1999 effective with its acquisition of Roney & Co. Mr. Donnelly joined Roney in 1993, and was made General Partner in 1994. While at Roney, he held the positions of Managing Director of Corporate Finance, Co-Head of Corporate Finance, and head of the Financial Institutions group. He also served on the nine member Executive Committee of Roney from 1995 to 1996. From 1983 to 1993, Mr. Donnelly held the positions of Senior Vice President and Director of Corporate Finance at First of Michigan Corporation. Prior to that, he was employed in various positions at both Manufacturer's National Bank (now Comerica, Inc.) and Michigan National Bank. Mr. Donnelly graduated from Georgetown University and holds a M.B.A. degree from the University of Detroit. |
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James C. Penman
Managing
Director
Mr. Penman founded DP&P in September 2000. He leads the firm’s delivery of investment banking and financial advisory services to manufacturing companies, with a focus on the automotive and transportation industries.
Prior to forming DP&P, Mr. Penman was a Managing Director in the investment banking department of Raymond James & Associates, Inc. where he focused on the automotive industry. Mr. Penman joined Raymond James in 1999 effective with its acquisition of Roney & Co. Mr. Penman joined Roney in 1993, and was made General Partner in 1994. While at Roney, he held the positions of Managing Director of Corporate Finance, Co-Head of Corporate Finance, and head of the Manufacturing and Automotive group. Mr. Penman also served on the nine member Executive Committee of Roney from 1997 to 1998. Prior to joining Roney, he was a Senior Vice President at the investment banking firm of First of Michigan Corporation for eight years, and was employed at Touche Ross & Co. Mr. Penman graduated from Purdue University, holds a J.D. degree from the University of Detroit, and holds an Executive MBA from the University of Michigan Ross School of Business. |
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John D. Lewis
Managing Director
Mr. Lewis joined DP&P in 2008. Mr. Lewis also serves as an advisor to the Donnelly Penman Financial Services Fund (“the Fund”). He serves as the Chairman of the Fund’s investment committee and oversees the governance, portfolio management and fund raising of the Fund. Mr. Lewis will play a similar role with the anticipated second financial services fund and will assist in capital raising. Mr. Lewis has an extensive banking background with a 36-year career at Comerica.
Mr. Lewis retired as Vice Chairman of Comerica in 2006. During his tenure, Mr. Lewis served as a Director of Comerica Incorporated and Comerica Bank, and a member of Comerica’s Management Policy Committee and Management Council. Mr. Lewis was instrumental in building and expanding Comerica’s presence in Michigan, Florida, California and Texas. As Director of Corporate Planning and Development in the early 1980s, he led the corporate development efforts to identify and successfully negotiate five acquisitions in Michigan, expanding Comerica’s presence beyond the Detroit metropolitan area. Later, through the mid-1990s, as Director of Affiliate Banking, he led the team that completed more than 30 mergers and acquisitions, establishing Comerica’s footprint in the high growth markets of Florida, Texas and California. Mr. Lewis holds a Bachelor of Science degree from the University of Dayton, and a M.B.A. from the University of Detroit. He also attended the University of Michigan Graduate School of Banking. |
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Roy W. Vorhees IV, CPA
Senior Vice
President
Mr. Vorhees joined DP&P upon the firm’s formation in September 2000. Mr. Vorhees focuses on serving the firm’s manufacturing and transportation client base, providing services including: corporate divestiture, private company sell-side advisory, joint-venture advisory, distressed situation analysis, buy-side advisory and due diligence, business valuation, and going private transactions.
Prior to joining DP&P, Mr. Vorhees was a Director in the Transaction Services practice of PricewaterhouseCoopers LLP, where he provided advisory services related to over 25 merger and acquisition candidates, including public and international targets. Prior to that, he was a Senior Manager in the audit practice of PricewaterhouseCoopers LLP, where he serviced private and public clients, including multinational and Fortune 500 companies. Mr. Vorhees is a licensed CPA, graduated from Michigan State University with a B.A. degree in accounting and received a M.B.A. degree with a focus on finance and corporate strategy from the University of Michigan. |
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Zachary G. Urban, CFA
Senior Vice President
Mr. Urban joined DP&P in 2001. At DP&P, Mr. Urban specializes in merger and acquisition transactions (buy side and sell side), business valuations, financial advisory, due diligence services, and capital raising for middle market public and private clients. Prior to joining DP&P, Mr. Urban was an Associate in the Corporate Value Consulting practice of PricewaterhouseCoopers LLP. At PricewaterhouseCoopers, he specialized in business valuation services, strategic consulting, and corporate finance consulting for public and private companies, including multinational and Fortune 500 clients. Prior to that, he worked with Merrill Lynch where he researched and analyzed companies to help develop portfolio strategies for clients. Mr. Urban has earned the Chartered Financial Analyst (CFA) designation and graduated with high honors from Michigan State University with a B.A. degree in Finance. |
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Mark A. Cleland, CPA
Chief Financial Officer
Mr. Cleland joined DP&P as its CFO in 2008. Prior to joining DP&P, Mr. Cleland was the Chief Financial Officer and Chief Compliance Officer of Multi-Bank Securities for four years. Prior to Multi-Bank, Mr. Cleland was the Vice President of Administration at Raymond James & Associates, Inc. where he co-managed the Detroit Operations Center. He joined Raymond James in 1999 effective with its acquisition of Roney & Co. Mr. Cleland joined Roney & Co. in 1985 and was made General Partner in 1987. While at Roney, he held positions of Chief Financial Officer, Controller and Assistant Controller. He also served several years on the Executive and Operating Committees of Roney. Mr. Cleland has a BBA from Western Michigan University and Masters of Science in Finance from Walsh College. He is also a registered CPA, holds several securities industry licenses and is a FINRA arbitrator. |
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Jeremy L. Lamb, CFA
Vice President
At DP&P, Mr. Lamb specializes in merger and acquisition transactions, valuations, financial advisory, fairness opinions and due diligence services for the automotive, manufacturing, distribution and service industries. Prior to joining DP&P, Mr. Lamb was a Senior Analyst in Stout Risius Ross' Transaction Advisory Group, where he specialized in performing financial opinions, such as fairness and solvency opinions, related to merger and acquisition, and recapitalization transactions. Prior to that, he worked with Deloitte & Touche Corporate Finance where he provided advisory services related to mergers and acquisitions, and corporate finance. Mr. Lamb has earned the Chartered Financial Analyst (CFA) designation and graduated from Michigan State University with a B.A. degree in Finance. |
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Andrew C. Christians
Assistant Vice President
Mr. Christians joined DP&P in 2006. At DP&P, Mr. Christians specializes
in mergers and acquisitions (buy side and sell side), business
valuations, financial advisory, strategic analysis, and raising capital
for financial institutions. Mr. Christians has also rendered sell-side
and valuation services for the automotive, manufacturing, and service
industries. Prior to joining DP&P, Mr. Christians was an Analyst in
Stout Risius Ross' Transaction Advisory Group. At Stout Risius Ross, he
specialized in performing financial opinions and consulting services
primarily related to mergers and acquisitions, goodwill impairment
analyses, and corporate strategic planning. Mr. Christians is a
Chartered Financial Analyst (CFA) level III candidate and graduated from
the University of Michigan's Ross School of Business with a B.B.A.
degree with concentrations in Finance and Accounting. |
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Blake S. Searight
Associate
Mr. Searight joined DP&P in 2009. At DP&P, Mr. Searight specializes in merger
and acquisition transactions, valuations, financial advisory, fairness opinions
and due diligence services for the automotive, manufacturing, distribution and service
industries. Prior to joining DP&P, Mr. Searight was an Analyst at Wolverine
Capital Partners, where he provided advisory services on buy-side and sell-side
investment banking mandates and was involved in the group’s principal investing
activities. Mr. Searight graduated from the University of Michigan with a B.A. degree
in Economics and Political Science. |
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