Managing Director

Bob Beard

More than 25 Years of M&A Financing. Structured Over 50 Transactions with Over $700M in Capital. Managed Advisory Practice, Diversified Financial Solutions. Co-Founder of Capital Business Credit.

Industry expertise:

Financial services; Retail and franchising; Steel, metal, and woodworking; Transport & logistics.

Senior Advisor

Gareth Clarke

Chief Executive, Inviro Medical Devices. President, Columbia Crest Consulting. Senior Management Positions with the London International Group.

Industry expertise:

Healthcare; Life sciences.

Managing Director

Curt Karges

Curt Karges, a FOCUS Managing Director, has over thirty years of experience in investment banking in the Industrial and Energy sectors. Prior to joining FOCUS, Mr. Karges led PwC’s Houston Corporate Finance practice (“CF”) as head of the Houston CF office and CF global sector coordinator for Energy.

Prior to joining PwC, Mr. Karges was a founder of JP Morgan’s Mid-Cap Investment Banking business responsible for the US Gulf Coast region after spending ten years as a commercial banker.  Currently, at FOCUS, Mr. Karges consults with corporations, families and investors interested in monetizations, acquisitions, capital raising or strategy development.

Mr. Karges’ skill sets include financial strategy, capital raising and M&A.  He has raised billions of capital in equity, debt, mezzanine and hybrid markets, both public and private.  He has developed strategies for clients and implemented balance sheet structures to support those strategies, including the M&A transactions to execute that vision.

With over thirty years of experience, Mr. Karges has represented clients from emerging new businesses to multi-billion dollar global firms. He enjoys a diversified client base in many industries, including engineering & construction, oil and gas services, capital goods, industrial and business services.

Industry experience:

Building & construction; Business services; Chemicals; Clean technology; Energy & renewables; Financial services.

Managing Partner

Nancy Rolland

More than 20 years of experience sourcing, managing, and executing mergers and acquisitions activities for multiple Fortune 500 companies as well as small business owners. Nancy was a Director of Corporate Development at AutoNation where she was responsible for business development and transaction execution.

Industry expertise:

Automotive; Building & construction; Hotels & restaurants; Real estate & facility management.

Partner

George M. Shea

President & CEO, InfoSafe. 1st Industry Marketing head for Digital Equipment Corp. Tripled NDC’s size through accretive acquisitions and international expansion. Executed over 100 acquisitions, financings, and strategic alliances.

Industry expertise:

Business services; Healthcare; Information technology; Telecom.

Partner

Jonathan Wilfong

Senior Managing Director of The March Group, LLC. Founder and Co-Founder of two-physician practice management companies. Co-Founder of Ouch.com, an Internet-based medical supply superstore.

Industry expertise:

Engineering; Healthcare; Media, printing, and publishing; Retail and franchising; Transport & logistics.

Managing Director

Eric Yetter

Eric Yetter is an investment banker focused on healthcare. His practice includes healthcare services, outsourced services, medical devices, and healthcare IT. Mr. Yetter has completed a variety of healthcare transactions, many with private equity firms and PE-backed companies. His past clients include leading physician groups, healthcare facilities, and institutional healthcare investors.

Mr. Yetter founded Physicians First in 2016, recognizing the emerging need for investment banking and advisory services for owners of physician practices, surgery centers and clinical businesses. The next four years saw record levels of physician-owner M&A activity and Physicians First became one of the nation’s most active advisors for transactions between private equity firms and medical practices. In 2021, Mr. Yetter agreed to merge Physicians First with FOCUS and lead the firm’s healthcare team.

Mr. Yetter also has healthcare operating and investing experience. He was an early executive at Covenant Physician Partners (previously Covenant Surgical Partners), an acquirer and operator of ambulatory surgery centers and physician practices. The company built and operated an outsourced laboratory, an anesthesia business, and a revenue cycle management company. Covenant has grown into a major player in healthcare services and is currently backed by private equity firm KKR.

Prior to Covenant, Mr. Yetter held operating roles at Volkswagen Group of America and Brainlab, Inc., an image guided surgery company. While at Brainlab, Mr. Yetter worked with leading neurosurgeons and hospitals to implement cutting edge technology and improve patient outcomes.

Mr. Yetter is a licensed attorney (currently inactive) and earned JD and BS degrees from Vanderbilt University, graduating with high honors. He is a FINRA licensed investment banker.