We Drive Value

As You Take Your Business To The Next Step In Its Evolution

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Mission

Our goal is to assist our clients in the creation of value and to guide them so that they can achieve optimal results, as they take their business to the next stage in its evolution.

As a boutique investment banking firm, we find our client’s hidden value and through our analysis and innovative thinking, as professionals, we have been trained to optimize business infrastructure and all its ancillary systems. Our intent is to provide our clients with the best options to meet their business objectives.

Business Restructuring

Return your business to a profitable, competitive position. Our restructuring management professionals review the management team, analyze the business cost structure, review business operations and execute a SWOT analysis to identify the underlying problems. A long term strategic plan &  restructuring plan is then created and implemented, reviewed and modified until the business is operating at optimal efficiency and profitability.

Strategic Asset Sale / Acquisition

North Coast has the skill and experience to assist the seller in securing a fair price through a sale of its strategic assets in a non-distressed and/or liquidation situation. While also wielding, resources and experience to assist buyers in identifying the strategic assets they require to expand their current operation.

Strategy Advisory

We work to strengthen & enhance your company’s strategic and competitive position.

Financial Advisory

We evaluate & optimize your company’s financial condition with thought leadership of a CFO. Our  services  focus on any or all of the following:  

• Cash management  
• Capital structure  
• Budgeting  
• Forecasting & business modeling  
• Pricing & cost analysis

Financial Advisory

We evaluate & optimize your company’s financial condition with thought leadership of a CFO. Our  services  focus on any or all of the following:  

• Cash management  
• Capital structure  
• Budgeting  
• Forecasting & business modeling  
• Pricing & cost analysis

Mergers & Acquisitions

A  full service  buy-side & sell-side advisory to companies in the lower middle market place. Our approach is project based, and focused on finding the right counter party. We meet with you to:

• Understand your needs
• Provide  a full business review
• Develop a marketing campaign
• Negotiate & close the  transaction

Corporate Finance

Adequate capitalization and liquidity are an essential component to any acquisition or to growing your business and/or taking advantage of opportunities. We assist our clients by identifying the best funding sources, including conventional and SBA financing and by assisting them through the entire process.

Working With You To Shape A Strategy. Achieve Your Business Objectives. Identify Hidden Value. Create Additional Value Through Increased Efficiency & Profitability.

OUR GOAL IS TO GUIDE YOU THROUGH YOUR BUSINESS JOURNEY.

The skills and experience that has served you well in successfully operating and growing your business are frequently not the same skills and experience required to effectively sell your business and/ or acquire another. 

Just as ship's captain will often bring aboard a harbor pilot with  specialized expertise to successfully complete the voyage, we advise and assist our clients utilizing our education, training, and experience for the purpose of successfully navigating our clients to their objective.

The North Coast Team

David Gronski

President

Dave brings 30 years of diversified management experience & knowledge,  structuring complex  business  transactions. Based upon his involvement in over  $5 Billion in multinational transactions in 11 countries, he is able to uncover solutions to challenges through his expertise in finance & business operations.  He understands a business owner's passion and  structures  fair transactions.

CPA (Certified Public Accountant)
CCM (Certified Cash Management)
MBA, with Honors from Lake Forest Graduate School of Management
BS Finance from Northern Illinois University

Fred Stephenson

Vice President

Insightful Deal Maker

Intermediary, Banker, Entrepreneur, Merchant – Trader; Fred’s experience in trade, finance, transportation and business development affords him great insight to the inner workings of a wide range of industries. This has allowed Fred to develop understandings to successfully transition business ownership and drive value. A practitioner of management by objective and disciplined cash-flow lending principles, Fred understands what makes an organization viable over the long-run, the pitfalls to be avoided and the true worth of a business.

Starting in domestic grain trading, Fred has advised and executed trades on behalf of users, producers, merchants and speculators with interests in commodity futures and options markets. He managed the consumption risks inherent to a large miller and managed the sales of the resultant by-product streams to users and merchants all over the world across numerous industries. This also included committee positions with the industry trade association regarding international trade policy and lobby positioning. Fred also managed the re-development of accounting/control systems to integrate commodity options into the traditional futures consumptive hedge equation. Fred was a Commodity Options Member of the Chicago Board of Trade.

As the founder and owner of his own transportation business, he developed an operation that served all types of shippers from processors, manufacturers, exporters and freight forwarders in a round-the- clock; no holidays operation. Fred knows the risks and rewards of operating a successful enterprise and how to bridge ideas sustainability by planning for change and executing confidently.

As a business banker at a unit of The Royal Bank of Scotland; Fred’s focus was on providing financing and sound fiscal management guidance to small and medium sized businesses. Fred is an expert at SBA backed financing and business leverage; he served a broad spectrum of clients across myriad industries. Fred’s ability to find niche markets for companies is borne of a deep understanding of entrepreneurship and the forces that drive quality financial decision making.

A Purdue University in 1980, Fred studied Economics specializing in agriculture, global trade, and business management.

David Levin

Senior M&A Advisor

David has over 30 years of experience, as a practicing attorney, advising lower middle market business owners & representing them in business and real estate manners and litigation. During these decades, he has developed the skill of quickly understanding a business & the issues confronting it. David identifies issues including those not apparent from financial information and formulates potential solutions. He has built a network of relationships in legal, accounting, & business communities that provide him with information concerning potential sellers and buyers before the information is available to the general public.

J.D. Cleveland Marshall Law School
BA Political Science Ohio State University

Lawrence Taylor

M&A Advisor / Operations Specialist

Lawrence applies over 25 years of combined experience in Manufacturing Operations, Real Estate Development and Bank Lending.  Lawrence is a Six Sigma certified process engineer and has a track record of identifying and reducing production cost and operational inefficiencies.  In the Banking world, Lawrence has dealt closely with Lending Operations and Investor Guidelines to comply with Institutional and Private Lending.  Lawrence eventually combined his knowledge and skills as Founder/CEO of Covenant Investment Group, Inc. - a Real Estate and Business Development Company with a passion for working with Entrepreneurs.

Lean Six Sigma Certified
BS Industrial Technology, Iowa State University

Sean Lawlor

Director of Advisory Services

Sean Lawlor has over 25 years  experience in wide range of businesses and industries including manufacturing, transportation, banking, food, and distribution. Sean has worked with both middle market  companies and large international corporations,  participating  in  many successful  financial turnarounds. In the M&A world, Sean worked as the  diligence compliance manager for a major business broker where he shepherd transactions from the initial stage  through to closure. 

Lean Six Sigma Certified 
BS Accounting University of Illinois Champaign-Urbana

David Gronski

President

Dave brings 30 years of diversified management experience & knowledge,  structuring complex  business  transactions. Based upon his involvement in over  $5 Billion in multinational transactions in 11 countries, he is able to uncover solutions to challenges through his expertise in finance & business operations.  He understands a business owner's passion and  structures  fair transactions.

CPA (Certified Public Accountant)
CCM (Certified Cash Management)
MBA, with Honors from Lake Forest Graduate School of Management
BS Finance from Northern Illinois University

Fred Stephenson

Vice President

Insightful Deal Maker

Intermediary, Banker, Entrepreneur, Merchant – Trader; Fred’s experience in trade, finance, transportation and business development affords him great insight to the inner workings of a wide range of industries. This has allowed Fred to develop understandings to successfully transition business ownership and drive value. A practitioner of management by objective and disciplined cash-flow lending principles, Fred understands what makes an organization viable over the long-run, the pitfalls to be avoided and the true worth of a business.

Starting in domestic grain trading, Fred has advised and executed trades on behalf of users, producers, merchants and speculators with interests in commodity futures and options markets. He managed the consumption risks inherent to a large miller and managed the sales of the resultant by-product streams to users and merchants all over the world across numerous industries. This also included committee positions with the industry trade association regarding international trade policy and lobby positioning. Fred also managed the re-development of accounting/control systems to integrate commodity options into the traditional futures consumptive hedge equation. Fred was a Commodity Options Member of the Chicago Board of Trade.

As the founder and owner of his own transportation business, he developed an operation that served all types of shippers from processors, manufacturers, exporters and freight forwarders in a round-the- clock; no holidays operation. Fred knows the risks and rewards of operating a successful enterprise and how to bridge ideas sustainability by planning for change and executing confidently.

As a business banker at a unit of The Royal Bank of Scotland; Fred’s focus was on providing financing and sound fiscal management guidance to small and medium sized businesses. Fred is an expert at SBA backed financing and business leverage; he served a broad spectrum of clients across myriad industries. Fred’s ability to find niche markets for companies is borne of a deep understanding of entrepreneurship and the forces that drive quality financial decision making.

A Purdue University in 1980, Fred studied Economics specializing in agriculture, global trade, and business management.

Patricia 'Pat' Grandle

Vice President of Business Development

Pat has over 26 years  as a Marketing & Sales Executive and an owner of a 3rd generation family manufacturing business. Beyond her knowledge of manufacturing and marketing, she has an invaluable understanding of the dynamics of operating a middle market family business.  During her career she has acquired a vast network of connections with the manufacturing, financial, and business communities within the Chicagoland market.

BS Business Management and Marketing, minor in Psychology
Bradley University

David Levin

Senior M&A Advisor

David has over 30 years of experience, as a practicing attorney, advising lower middle market business owners & representing them in business and real estate manners and litigation. During these decades, he has developed the skill of quickly understanding a business & the issues confronting it. David identifies issues including those not apparent from financial information and formulates potential solutions. He has built a network of relationships in legal, accounting, & business communities that provide him with information concerning potential sellers and buyers before the information is available to the general public.

J.D. Cleveland Marshall Law School
BA Political Science Ohio State University

Lawrence Taylor

M&A Advisor / Operations Specialist

Lawrence applies over 25 years of combined experience in Manufacturing Operations, Real Estate Development and Bank Lending.  Lawrence is a Six Sigma certified process engineer and has a track record of identifying and reducing production cost and operational inefficiencies.  In the Banking world, Lawrence has dealt closely with Lending Operations and Investor Guidelines to comply with Institutional and Private Lending.  Lawrence eventually combined his knowledge and skills as Founder/CEO of Covenant Investment Group, Inc. - a Real Estate and Business Development Company with a passion for working with Entrepreneurs.

Lean Six Sigma Certified
BS Industrial Technology, Iowa State University

Sean Lawlor

Director of Advisory Services

Sean Lawlor has over 25 years  experience in wide range of businesses and industries including manufacturing, transportation, banking, food, and distribution. Sean has worked with both middle market  companies and large international corporations,  participating  in  many successful  financial turnarounds. In the M&A world, Sean worked as the  diligence compliance manager for a major business broker where he shepherd transactions from the initial stage  through to closure. 

Lean Six Sigma Certified 
BS Accounting University of Illinois Champaign-Urbana

Trevor Dunbar

Business Development Executive

Trevor brings more than 20 years of leadership, operations management, and sales experience through a range of industries including food & beverage, emergency services, construction, real estate, and luxury hospitality. An entrepreneur at heart, having led multiple start-ups himself, he understands the value of strong communication, strategy, and relationships to get desired results.

David Gronski

President

Dave brings 30 years of diversified management experience & knowledge,  structuring complex  business  transactions. Based upon his involvement in over  $5 Billion in multinational transactions in 11 countries, he is able to uncover solutions to challenges through his expertise in finance & business operations.  He understands a business owner's passion and  structures  fair transactions.

CPA (Certified Public Accountant)
CCM (Certified Cash Management)
MBA, with Honors from Lake Forest Graduate School of Management
BS Finance from Northern Illinois University

Patricia 'Pat' Grandle

Vice President of Business Development

Pat has over 26 years  as a Marketing & Sales Executive and an owner of a 3rd generation family manufacturing business. Beyond her knowledge of manufacturing and marketing, she has an invaluable understanding of the dynamics of operating a middle market family business.  During her career she has acquired a vast network of connections with the manufacturing, financial, and business communities within the Chicagoland market.

BS Business Management and Marketing, minor in Psychology
Bradley University

David Levin

Senior M&A Advisor

David has over 30 years of experience, as a practicing attorney, advising lower middle market business owners & representing them in business and real estate manners and litigation. During these decades, he has developed the skill of quickly understanding a business & the issues confronting it. David identifies issues including those not apparent from financial information and formulates potential solutions. He has built a network of relationships in legal, accounting, & business communities that provide him with information concerning potential sellers and buyers before the information is available to the general public.

J.D. Cleveland Marshall Law School
BA Political Science Ohio State University

Sean Lawlor

Director of Advisory Services

Sean Lawlor has over 25 years  experience in wide range of businesses and industries including manufacturing, transportation, banking, food, and distribution. Sean has worked with both middle market  companies and large international corporations,  participating  in  many successful  financial turnarounds. In the M&A world, Sean worked as the  diligence compliance manager for a major business broker where he shepherd transactions from the initial stage  through to closure. 

Lean Six Sigma Certified 
BS Accounting University of Illinois Champaign-Urbana

Lawrence Taylor

M&A Advisor / Operations Specialist

Lawrence applies over 25 years of combined experience in Manufacturing Operations, Real Estate Development and Bank Lending.  Lawrence is a Six Sigma certified process engineer and has a track record of identifying and reducing production cost and operational inefficiencies.  In the Banking world, Lawrence has dealt closely with Lending Operations and Investor Guidelines to comply with Institutional and Private Lending.  Lawrence eventually combined his knowledge and skills as Founder/CEO of Covenant Investment Group, Inc. - a Real Estate and Business Development Company with a passion for working with Entrepreneurs.

Lean Six Sigma Certified
BS Industrial Technology, Iowa State University

Are you ready to drive value from your business? 
We are ready to help!

Send us a message or give us a call.

North Coast Capital Advisors Ltd.
555 Skokie Blvd. Suite 500
Northbrook, IL  60062

+1 312-259-5876

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