Connecting Small/Mid-sized Business Owners with Qualified and Specialized Buyers, Lenders, and Investment Partners

Team

John Morrison

John is a Director at Casspium. He is responsible for developing and executing acquisition strategies on behalf of private equity groups and corporate buyers. Over the past 16 years, John has worked with many of the nation's leading financial and strategic buyers sourcing proprietary investment opportunities, developing acquisition search strategies, and successfully managing targeted search programs. He has led search efforts for both new platforms and add-on companies in a diverse group of industries including niche manufacturing, business services, industrial products and services, IT, consumer products, healthcare and financial services. He began his career as a consultant with KPMG. John received a B.S. degree in Finance from New York University and earned an M.B.A. from the University of Texas with concentrations in finance.

Will Francois

Will is a Director at Casspium. He is responsible for sourcing and facilitating investment opportunities and developing strategic relationships between owners of lower-middle market businesses and private equity, family offices, and strategic corporations. Before joining Casspium, Will worked as an Associate at Murdock Capital Partners in New York, where he focused on deal origination and merger and acquisition executions across various sectors including healthcare, technology, manufacturing, industrial, consumer and business services. Will received a B.A. from Hofstra University and an MBA from Imperial College London.

Jo-Anne Lopez

Jo-Anne is a Director at Casspium. As such she is responsible for developing and executing acquisition strategies on behalf of private equity, family office groups and corporate buyers. Prior to joining Casspium, Jo-Anne served as an investors relations Associate at Alcoa. Prior to that role she worked at Jeffries in their Transaction Services Group. In this role, Jo-Anne performed buy-side and sell-side financial due diligence for divestitures, management buy-outs, and recapitalizations primarily in the niche manufacturing, distribution, and business services industries. Jo-Anne earned her Bachelor and master’s degrees from Case Western Reserve University.

David Schwartzman

David is a Director at Casspium. David works closely with clients executing mergers and acquisitions, securing equity and debt financing and implementing strategic initiatives aimed at maximizing shareholder value. He has 10 years of experience in strategic and transaction advisory and investment banking. David is a Chartered accountant and holds a BBA, General Business and an MBA from Stetson University.

Pascal Fabient

Pascal is a Principal at Casspium. As such, he is responsible for developing and executing acquisition strategies on behalf of private equity, family office groups and corporate buyers. Pascal leverages his broad financial experience in preparing offering documents, financial models, marketing materials, and market research. Prior to joining Casspium, Pascal served as an Associate with Boenning & Scattergood where he focused on mergers and acquisitions in their Investment Banking group. Pascal received his bachelor’s degree in Marketing and communications from University of Toronto.

Katherine Woo

Katherine is a Financial Analyst at Casspium. Her responsibilities include assessing investment opportunities, conducting financial data analysis and enterprise valuation of targeted companies. Prior to joining Casspium, Katherine worked at Blue Ocean Wealth Solutions, a MassMutual firm, as a FINRA registered financial representative. Katherine also worked as a Finance Associate at the United Nations Joint Staff Pension Fund, a $64 billion defined-benefit pension fund operations, where she conducted internal audit and due diligence financial analysis using the asset and liability management (ALM) approach to improve the fund’s financial reporting procedures and fund’s performance. Katherine obtained her Bachelor’s degree in Business Administration from De La Salle University and received her Master’s degree in Financial Management from Boston University. Katherine passed all three levels of the Chartered Financial Analyst (CFA) exams on first attempts.