Freeman Spogli has assembled an experienced team of investment professionals with broad industry exposure. The firm's nine principals have an average of over 25 years of relevant experience, with the majority having worked together in various capacities since 1985. They are supported by professionals who possess a broad range of transactional, financial and investment skills. To complement the firm's investment professionals, Freeman Spogli has developed a network of relationships with talented and successful industry executives who provide the firm with a distinct competitive advantage. Freeman Spogli is able to blend its financial expertise with the operating skills of these executives to evaluate investment opportunities and to develop and implement growth strategies for portfolio companies.
Prior to founding Freeman Spogli, Mr. Freeman was Managing Director of Dean Witter Reynolds Inc.'s Los Angeles Corporate Finance Department and a member of its Board of Directors. In addition, Mr. Freeman was responsible for Dean Witter's international corporate finance activities, headquartered in London, from 1975 to 1976. Mr. Freeman earned a bachelor's degree with distinction from Stanford University in 1964 and a master's degree in business administration from Harvard University in 1966.
Ambassador Spogli co-founded Freeman Spogli & Co. in 1983 after a career in investment banking with Dean Witter Reynolds where he was a Managing Director responsible for mergers and acquisitions in the western United States. He rejoined the firm in June 2009 after having served as the United States Ambassador to the Italian Republic and the Republic of San Marino from August 2005 until February 2009. Ambassador Spogli graduated Phi Beta Kappa in 1970 with great distinction in history from Stanford University. He earned his master's degree in business administration from Harvard University in 1975.
Mr. Brutocao joined Freeman Spogli in 1997 and became a General Partner in 2008. Prior to joining the firm, Mr. Brutocao spent two years at Morgan Stanley & Co. Incorporated as an Analyst in the Mergers and Acquisitions and Corporate Finance departments. Mr. Brutocao received his bachelor's degree magna cum laude in economics from the University of California, Los Angeles in 1995.
Mr. Geiger joined Freeman Spogli in 1998 and became a General Partner in 2008. Prior to joining the firm, Mr. Geiger spent two years at Merrill Lynch & Co., Inc. where he served as an Analyst in the Mergers and Acquisitions Group. Mr. Geiger received his bachelor's degree in economics with distinction from Cornell University in 1996, where he graduated Phi Beta Kappa.
Mr. Halloran joined Freeman Spogli in 1995 and became a General Partner in 1998. Previously, Mr. Halloran was a Vice President at Goldman, Sachs & Co. where he worked in the Mergers and Acquisitions Department and in the Principal Investment Area. From 1984 to 1988, Mr. Halloran served as a Financial Analyst at American Brands, Inc. and Manufacturers Hanover Trust Co. Mr. Halloran is a 1984 Phi Beta Kappa graduate of Colby College where he majored in economics. He received his master's degree in business administration from Harvard University in 1990.
Mr. Ralph joined Freeman Spogli in 1989 and became a General Partner in 1998. Prior to joining the firm, Mr. Ralph spent three years at Morgan Stanley & Co. Incorporated where he served as an Analyst in the Investment Banking Division. Mr. Ralph received his bachelor's degree magna cum laude in 1986 from Amherst College where he majored in history.
Mr. Roth joined Freeman Spogli in 1988 and became a General Partner in 1993. Prior to joining the firm, he served as a Vice President in the Mergers and Acquisitions Department of Kidder, Peabody & Co. Incorporated. From 1983 to 1984, Mr. Roth worked as a management consultant with McKinsey & Company, Inc. He was employed by Dean Witter Reynolds Inc. in the Investment Banking Division from 1980 to 1983. Mr. Roth graduated summa cum laude from the Wharton School of the University of Pennsylvania with a bachelor's degree in accounting, and earned his master's degree in business administration in finance from Wharton in 1980.
Mr. Simmons joined Freeman Spogli in 1986 and became a General Partner in 1991. Prior to joining the firm, Mr. Simmons was a Vice President in the Los Angeles office of Bankers Trust Company, specializing in lending to leveraged buyouts. From 1978 to 1984, Mr. Simmons held other key positions with Bankers Trust, which included responsibility for middle market lending in Southern California and serving in the Commercial Banking Group in New York City. Mr. Simmons graduated cum laude with a bachelor's degree from Williams College in 1978 and received his master's degree in business administration from New York University in 1982.
Mr. Wardlaw joined Freeman Spogli in 1988 and became a General Partner in 1991. From 1984 to 1988, Mr. Wardlaw was Managing Partner in the Los Angeles law firm of Riordan & McKinzie. Prior to 1984, he served as a partner in the law firm of O'Melveny & Myers. Mr. Wardlaw received his bachelor's degree with highest honors from Whittier College in 1968 and earned a juris doctor degree in 1972 from the University of California, Los Angeles.
Ms. Desai joined Freeman Spogli in 2010. Prior to joining the firm, Ms. Desai was an Analyst at Compass Advisers, LLP, a boutique investment bank specializing in international M&A and restructuring. From 2007 to 2008, she was an Analyst in the Technology, Media & Telecommunications group at Bear, Stearns & Co. Ms. Desai received her bachelor's degree with honors in finance from The University of Texas at Austin in 2006.
Mr. Hathaway joined Freeman Spogli in 2008. Prior to joining the firm, Mr. Hathaway spent two years at UBS AG as an Analyst in the Investment Banking Division. Mr. Hathaway received his bachelor's degree in economics from Pomona College in 2006.
Mr. Hwang joined Freeman Spogli in 2006. Prior to joining the firm, Mr. Hwang spent three years at Citigroup Global Markets as an Analyst in the Financial Sponsors and Mergers & Acquisitions Groups. Mr. Hwang received his bachelor's degree with honors in business economics from the University of California, Los Angeles in 2003.
Mr. Jain joined Freeman Spogli in 2010. Prior to joining the firm, Mr. Jain spent two years as an analyst at BlackRock Kelso Capital, a middle market mezzanine debt fund. Mr. Jain received his bachelor’s degree cum laude in international political economy from Georgetown University’s School of Foreign Service in 2008.
Mr. Johnson joined Freeman Spogli in 2006. Prior to joining the firm, Mr. Johnson spent three years at Wachovia Securities as an Analyst in the Leveraged Finance Group. Mr. Johnson received his bachelor's degree in history from Colgate University in 2002, where he graduated with honors.
Mr. Wheeler received his bachelor's degree cum laude in finance from Miami University in 2008.
Chief Financial Officer:
Mr. Losorelli joined Freeman Spogli in 1995 as Senior Vice President and Chief Financial Officer. Mr. Losorelli graduated from the University of Southern California with a bachelor's degree in business administration in 1976 and received his juris doctor degree in 1979 from the University of Santa Clara. Mr. Losorelli is a member of the State Bar of California and is a Certified Public Accountant. |