nextlevel portland

Portland: 1001 SW Fifth Avenue, Suite 1100 Seattle: 1420 Fifth Avenue, Suite 2200

Portland, OR 97204 Seattle, WA 98101

(503) 850-4739(206) 420-1222 nlbev.com

LEADERSHIP IN A TIME OF NEED

NextLevel team members become an extension of your senior management

LEADERSHIP & GOVERNANCE

Whether your business needs an executive role filled quickly or leadership resources that can work in tandem with your existing management team as you navigate change, it’s vital to have support in the Board and C-suite.

“We needed an interim CFO who could hit the ground running and bring process and discipline with limited oversight to turn around one of our underperforming divisions. NextLevel delivered exactly what we needed.”

Adrian Downes, SVP and CAO The Greenbrier Companies

BUSINESS TRANSITION LEADERSHIP

NextLevel serves companies in transition across a broad range of markets and industries. Our clients include privately-held and publicly-traded businesses addressing transitions or transactions demanding proven executive leadership, including:

- A leadership vacancy - Domestic & international expansion - Rapid growth challenges - Divestiture management - Acquisitions and integration - Generational transitioning - JV implementation - Restructuring/Turnaround - Equity or debt financings - Preparation for sale

- Operational and margin inefficiencies - Cyber risk management and resiliency

SELECTED CLIENTS

A professional services firm providing senior executives to lead strategic initatives, advise, or assume interim roles.

Puget Sound Business Journal - Fastest Growing Private Companies

- Board roles- C-Suite roles- VPs & Controllers- Interim roles - Interdisciplinary teams

Board Roles

Chief Executive

Finance Operations Technology

FIRMWIDE: Over 60 Executives and Growing

NextLevel is comprised of over sixty vetted, expert team members with an average of 20 years of leadership experience in the C-suite and board as CEOs, CFOs, COOs & CIOs.

Chuck Gottschalk CEO & Founder



(503) 850-4739(206) 420-1222 nlbev.com

PORTLAND TEAM: Governance - Operations - Technology

Todd is a senior executive with expertise in leadership, brand equity, marketing innovation, operational excellence, and team building. He offers global experience with diverse industry leadership success.

Compass Enterprise, Inc., President

Valmont, Americas Lighting & Structures, President

Sherwin Williams, Senior Vice President

Black & Decker, NA Western Sales Manager

MBA, George Fox University, B.A. OrganizationalCommunications, Montana State University

Todd BarthCEO/President

Richie has over 25 years of experience in CEO and executive management in private, venture‐backed and publicly held companies from large middle market to startups.

Amberwave Systems, Chairman, President and CEO

SpeedFam‐IPEC, Inc., Director, President and CEO

Tektronix Corporation, Senior Vice President

Board Experience: Radisys Corporation, ElectroScientific Industries, Amberwave Systems

BSEE, Northeastern University

Richie Faubert CEO/Board

Brian is a senior operations executive serving venture‐backed and middle‐market public companies nearing $400m in revenue. Specializing in transforming strategic corporate mandates into tactical initiatives, turn‐arounds, operational efficiency, and crisis/risk avoidance.

Skyron Systems, CEO & Board Member

SPA Inc., President

Sarif, VP Operations

Radisys, Senior Director Operations

MBA, Murray State University

BSBA, University of Arizona

Brian Sheets CEO/COO

Doug has over 25 years of information risk, compliance, governance, and large scale system design / integration in high-tech, consumer, financial services and travel. He focuses on pragmatic business solutions centered on people first, then process and technology.

AGI, Vice President and CIO

Dell, Inc., SOX and M&A Practice Lead

ConnectSouth, Inc., VP Operations

MBA, WA-WGU

Doug CreeleyCIO

B.A. Excelsior College

Marie is a seasoned Risk & Compliance Professional who serves as advisor to senior leadership and boards of directors in diverse matters. Providing planning, strategy and execution, Marie is especially effective at vertical collaboration and cultural/behavioral analysis, which enable long-term change and short-term wins.

AGI, Risk and Compliance Manager

Heiskell MacGillivray, Adivsory Services Consultant

Griffiths, Dreher, & Evans, Forensic Accounting Lead

MS Economic Crime, Utica College; BA Accounting, EWU

Marie RiceDirector IT & ERM

For over 25 years Ann has provided executive leadership and advice to leading regional corporations, public entitites, and nonprofits. WIth expertise in strategic planning, assessments, and exectuive development, Ann facilitates innovation, strategic initiatives, and dynamic team development.

Ann WItsil

Executive Director

Catalyst Strategies, Principal

NAO, Executive Transition Services, Associate

Kinship House, Executive Director

NIKE, Global Equipment, Director of Strategic Planning

US Bancorp, VP Strategic Planning & Market Research

MBA, Cornell University; BA Government, Smith College

Linette is an IT Executive in the goods-producing supersector of heavy construction, manufacturing, mining and utilities. She has global experience turning complex ideas and business needs into well-defined, executable plans by redefining processes, eliminating waste and increasing productivity. CIO and Executive IT Consultant CRH / Oldcastle, IT Executive Director, West USA Technet, Board of Directors M.A. Organizational Development, BA Information Systems

Gonzaga University

Linette LaimingerCIO / VP IT

PORTLAND TEAM: Finance and Accounting

Howard has over 35 years of financial and operational leadership experience focused primarily on rapid growth and change management situations with expertise in international, mergers, & channel analysis.

Specialized Bicycle Components, CFO

Kettle Foods, Inc., CFO

TaylorMade – adidas Golf, SVP & CFO

Sports Incorporated, CFO

Nike, Inc., International Board Member rolesMBA, University of Oregon; B.S., Utah State Univ.

Howard Allred CFO

Ryan has over 20 years of operational and financial leadership experience. He focuses on providing financial analysis and strategic planning necessary to drive growth, either organically or through mergers or acquisitions.

Cambia Health Solutions, Director, Strategic Finance

Intel Corporation, Senior Finance Manager

DSD & Company, Vice President & Business Manager

MBA, Cornell University; B.A., University of Colorado

Ryan Dutcher CFO & VP Finance

Phil offers 30+ years of strategic, financial and operational leadership, combined with deep technical accounting skills. He has served both public and private companies in the retail, wholesale distribution, and manufacturing sectors.

CFM Services, Principal

G.I. Joe’s, Inc., VP, CFO, & Corp Secretary

VWR Corporation, Controller, Audit Director

Arthur Andersen, Audit Advisory Manager

B.S. Business Administration & Accounting,Seattle University

Phil Pepin CFO

Tom is an experienced CFO who delivers enhanced shareholder value. He is a collaborative leader, mentor, and coach with extensive experience in business development, strategic business analysis, and revenue and margin management.

NIKE Jordan Brand, CFO

NIKE, Director of Finance & Strategic Planning, USAApparel

NIKE, Director of Finance & Division Controller, USAFootwear

B.A. Accounting, St. Ambrose University

Tom Pullella CFO

Chuck is a Corporate Controller with over 25 years experience delivering timely and accurate financial statements, budgets, and variance analysis. Establishing needed policies and controls to manage risk and meet all reporting requirements, he communicates effectively with senior management and mentors junior staff.

Traeger Pellet Grills LLC, Corporate Controller

Amcor-Sunclipse Corporation, Divisional Controller

Tetra Pak AB, Divisional Controller, Finance Manager

Gulf Oil Corporation, Exchange Accountant

BS Economics, Nasson College

Michael has more than 15 years of financial and operational leadership experience in Corporate Financial Planning & Analysis. He has extensive experience in developing best in class forecasting, budgeting, and financial modeling processes that improve operational and strategic decision making. RS Medical, Director of Financial Planning & Analysis Planar, Senior Financial Analyst Clarity visual Systems, Senior Financial Analyst Noé International, Board President B.S Business Administration Finance,

Portland State University

Chuck WoodsController

Michael VlietstraDirector Finance



(503) 850-4739(206) 420-1222 nlbev.com

“NextLevel was an excellent addition to the Bowtech team during an intensive period of change in the business. They delivered great value to our management team and our owners. ”

Sam Reinkensmeyer, CFO Bowtech Archery

Paul is a senior financial and operational executive with over 30 years experience serving mid market companies in various industries. Significant fund raising success supporting growth, recapitalization and transaction goals of private company owners.

Traeger Pellets Grills, LLC, CFO

Alfred Music Publishing Company, Inc., CFO

Avesco Media Group, CEO and CFO

Cybeq Nano Technologies, COO and CFO

Sony - Materials Research Corporation, Treasurer

B.S. Accounting & MBA-Finance,Iona College New Rochelle, New York

Paul VindigniCFO/COO/CEO

Terry Tigner Managing Partner

WHAT OUR PORTLAND CLIENTS ARE SAYING

“NextLevel Delivered” Project: Senior Financial Project Resource - M&A Acqusition “New Seasons Markets was facing a time when an acquisition and other key initiatives converged into a “perfect storm” of activity. We needed reliable, senior financial project competence and NextLevel delivered. NextLevel provided real value during this important time of growth and change.” Michelle Lantow, CAO, New Seasons Market

“Highly Recommended” Project: Interim CFO - IPO Project Leadership“NextLevel provided us with a highly skilled, interim CFO during a time of exciting growth at Papa Murphy’s. This allowed us to advance key initiatives without missing a beat. The executive leadership and expertise of NextLevel was a great benefit to Papa Murphy’s. Highly recommended.” Ken Calwell, CEO, Papa Murphy’s

“Very Valuable” Project: Interim CFO - Post Acquisition Integration“NextLevel provided the needed bandwidth of C‐Suite human capital to advance our initiatives and stay on plan. Very valuable.” Ron Johnson, CEO, BowTech

“A Trusted Advisor” Project: Senior Financial Project Resource - Re-Capitalization Initiatives“When we needed to improve our back office and finance functions, we turned to NextLevel. They offered leadership, advice, and project management that improved our ability to serve our clients. NextLevel has been a trusted advisor and valuable resource during this time of transition and improvement. I recommend them with confidence." Tony Arnerich, CEO, Arnerich Massena

“Exceeded Expections” Project: Interim CFO - Healthcare Technology - Executive Team Stabilization “NextLevel exceeded our expections. Our entire investment team was very impressed with their process and commitment. Our firm highly recommends NextLevel.” Christina Miller, Principal, Norwest Equity Partners

“Exactly what we needed” Project: Interim CFO - Business Unit Performance Enhancement“We needed an interim CFO who could hit the ground running and bring process and discipline with limited oversight to turn around one of our underperforming divisions. “NextLevel – Building Enterprise Value” delivered exactly what we needed, a seasoned CFO who brought focus, process and discipline, was a good fit with our culture and was instrumental in driving change and improving results.” Adrian Downes, SVP and Chief Accounting Officer, The Greenbrier Companies



(503) 850-4739(206) 420-1222 nlbev.com

Puget Sound Business JournalFastest Growing Private Companies

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