Professionals

William G. Freels III, Managing Director
M.B.A. - Emory University, Goizueta School of Business
B.S. - University of Tennessee, Marketing

Bill is the founder and Managing Director of Andra Partners. He has over 30 years of senior experience including M&A, and Andra Partners has delivered over $3B in proprietary acquisition and investment opportunities to its clients including platform and add-on investments across industry verticals. He has buy-side advisory relationships with middle market private equity clients across the continental U.S. and Canada, and has been a panelist at the Southeast Venture Conference. Bill developed the firm's proprietary 6-step targeted search and engagement process, which is thesis-driven and designed to generate pure proprietary investment opportunities for its clients that are actionable outside of investment bank-led processes.

William R. Tice Jr., Director
M.B.A – Northwestern University, Kellogg School of Management
B.S. – University of Tennessee, Accounting and Business Law

William is a Director with over 30 years of business experience in various industries, including franchising, operations, and real estate. His progressively successful 23 years with McDonald's Corporation included roles as Division CFO, Regional COO, and Regional CEO. William has significant expertise in business valuations, acquisitions and dispositions, operations management, and strategic planning. His experience includes the provision of an array of value added consulting services to business owners that facilitated growth and allowed for successful exits via transactions with appropriate acquirers.

Andrew H. Parvin, Director (Atlanta, GA)
M.B.A. – Emory University, Goizueta School of Business
B.A. – Tulane University, Political Science (Phi Beta Kappa)

Andy is a Director with over 30 years of executive experience in Enterprise Finance with Fortune 500 information technology companies including AT&T Corp., Cisco Systems, and Microsoft Corp. He has been recognized numerous times for achievements in IT hardware and software solutions financing, including as the #1 representative in production with Avaya Financial Services for two consecutive years, as a two-time Leaders Council representative with AT&T (an award recognizing the top 1% of AT&T's worldwide sales force), and as the #1 enterprise financing executive within Microsoft for FY 2016.

Ralph M. J. Arvizu, Director
M.B.A. – Santa Clara University, Leavey School of Business
B.B.A. – University of Texas, Finance

Ralph is a Director with over 30 years of experience, including executive experience in finance and financial analysis with Oracle Corp. and Affinion Group. His progressively successful career includes prior roles as a Manager, Director, and eventually as a Vice-President within the Product Management organization of Affinion Group, where he led a cross-functional team in all aspects of product market research, sourcing, pricing and data analysis, product development, operational implementation, and delivery. At Affinion he converted over 24M insured individuals representing $286M in annual premiums to a new carrier.

Brent J. Schneider, Director (Dallas, TX)
M.B.A. – Southern Methodist University, Cox School of Business
B.B.A. – University of North Texas, Investment Finance and International Economics

Brent is a Director with over 20 years of experience in VP and Director roles for Wells Fargo, MetLife, and Prudential in the sell-side asset management business. He was named Prudential's Most Valuable Player in 2004, 2005, and 2006, and the Evergreen Fund's Top Producing Wholesaler of the Year in 1999 and 2000. He has been a keynote speaker at national conferences for leading firms including MetLife, ING, Pacific Life, GE, and Allianz. Brent is a Certified Investment Management Analyst through the Wharton School of Business, and holds CMFC and AAMS certifications. He is also working toward completion of an M.S. in Accounting - Taxation at SMU and will sit for the CPA exam in 2017.

Bradley D. Barker, Director (Billings, MT)
M.P.M. - Georgetown University, McCourt School of Public Policy
M.M.S. - Marine Corps University, Military Studies
B.S. - United States Military Academy, Mathematical Economics

Brad is a Director with over 20 years of experience in both civilian and military roles. After attaining the rank of Lieutenant Colonel in the U.S. Army, he was the COO of a school district in Jackson, WY. In that position he integrated all support functions (finance, human resources, facilities, transportation, food service, safety and security) for the district. During his military career he served as Deputy Commander of the largest Combat Aviation Brigade in the Army with over 3,700 personnel and 156 aircraft, and also worked in the Office of the Secretary of Defense (OSD). He was recognized multiple times by senior military command leadership and received four Bronze Star Medals and three air medals for leadership in combat.

Holly A. Kruse, Director of Research
B.A. - Rhodes College, Psychology

Holly is the Director of Research with over 20 years of experience across sectors, including advertising, media, and consumer. She has extensive experience in all phases of proprietary research methodology from qualitative and quantitative survey design to data collection, tabulation, analysis and reporting. As a Senior Analyst at USA TODAY, she developed an innovative tabulation and analysis in the high tech and automotive categories. She mines and analyzes multiple data sources to identify pure proprietary investment opportunities across industry verticals.

Kathleen C. Koontz, Research Analyst
A.L.A./M.L.S. - University of Kentucky, Library Science
B.A. - Centre College, French

Kathleen is a Research Analyst with over 20 years of experience in library and information science. Her professional experience includes creating descriptive metadata and maintaining bibliographic databases. She has co-authored documents on cataloging videos and audio books, and her academic background includes advanced education in both the U.S. and France. She has also taught French at the collegiate level. She identifies and reviews proprietary investment and acquisition opportunities in support of thesis-based client platform and add-on initiatives.