Robert Scarlata

Sr. Managing Director

Robert Scarlata, as Sr. Managing Director with WhiteHorse Partners, LLC and as an M&A Dealmaker since 1986, has closed multi-million dollar transactions in a wide variety of industries including manufacturing, distribution, healthcare, service, software, oil/gas and many others throughout the U.S. and Canada. Representative transactions within the last 48 months include a $28MM oil/gas services co, a $10MM winery, a $9MM healthcare related co, a $13MM transportation company & others. The key to successfully closing transactions is (1) No Surprises…create reasonable expectations; (2) Understanding the tax code as applied to a sale so as to maximize after-tax net; (3) Understanding the creative potential for maximizing company earnings have made $Millions of extra dollars for clients doing exactly that; (4) Comprehending the motivation of Acquirers and using their motivation to optimize the outcome for our Client/Sellers; (5) Utilizing the best M&A practitioners such as M&A closing attorney, M&A Tax Attorney, Due Diligence Documentation, Equipment & Real Estate Appraisal practitioners and others to insure the highest probability of getting from Letter of Intent to Closing. It’s a step by step approach that has repeatedly proven to be highly successful.

Robert graduated with an undergraduate degree in business administration from the University of Connecticut and a J.D. from the University of Miami. He got his start in college as the founder and 100% shareholder of a leasing business that rented 2 cu ft refrigerators to college students. After a 10 year career post law school in engineering and machinery sales with one U.S. and two West German companies with sales to Fortune 500 companies inclusive of Kodak, Mobil Chemical, 3M & many others, he acquired a firm specializing in the valuation, marketing & sale of privately owned companies. Since ’92, deal size and footprint have increased substantially ranging in size up to $79MM and covering nearly all of North America. As a Certified Business Exit ConsultantTM with the premier exit planning firm in the U.S., Pinnacle Equity Solutions, appropriately securities licensed (63 and 79) and with 29 years of documented exit planning experience Robert and his team are prepared to provide M&A guidance to you and your clients wherever you and/or they may be.

Robert has translated his wealth of knowledge into a reader friendly overview of his and his clients’ experiences in his book Manage To Sell Your Business: Wealth Creation Secrets of the Pros, available on Amazon and Kindle. Contact Robert for a free copy BScarlata@WhiteHorse-Partners.com. Or call him at 615-383-5222.

Contact Robert Scarlata
Senior Managing Director
Bscarlata@whitehorse-partners.com
(615) 383-5222

Brantley Kemp

Managing Partner

Brantley Kemp has successfully directed clients through the M&A process for more than 20 years. His deep domain experience has brought transformative value to clients participating in industries experiencing dramatic change and consolidation, including energy & utilities, oil & gas services, transportation, machining, firearms and IT.

A forty year veteran of the financial industry, Mr. Kemp spent his early years on Wall Street where he was a Regional Vice President with a major brokerage firm and the #1 producing broker worldwide–among six thousand brokers. He then served in various executive capacities with a handful of NYSE member firms in both New York and Chicago.

Mr. Kemp graduated from East Tennessee State University with a double major in Business and Political Science. An avid outdoorsman, he resides in Brentwood, Tennessee with his wife Brenda. They enjoy spending time with their three grown children and six grandchildren.

Contact Brantley Kemp
Senior Managing Director
Bkemp@whitehorse-partners.com
(615) 371-1919

Jim Varallo

Senior Managing Director

Jim Varallo has advised privately-held companies on their strategic alternatives for over twenty years. He has guided clients across a wide spectrum of industries including industrial manufacturing, consumer products, software, and business services. Varallo is a strong advocate for his clients and the outcomes they are striving to achieve.

Background

Jim has more than 35 years of business experience, both as an entrepreneur and as a practitioner in mergers and acquisitions. Prior to his entre into the world of M&A, Jim owned and operated his own multi-million dollar distribution company—distributing canned meats, fruits and vegetables to customers throughout the southeast portion of the U.S. When his company was acquired, he launched his own very successful commercial real estate firm, which he maintains an interest in today.

Jim graduated from Vanderbilt University, where he received his degree in Business Administration with a minor in Business Law. Jim’s wife of 35 years, Deborah, is a successful entrepreneur herself. In addition to managing their commercial real estate firm, Deborah owns a very highly regarded Public Relations & Marketing Firm.

Despite their busy life style, Jim still has time to engage in other activities. He has been a member of St. Stephen Catholic Community for almost 28 years and has served as Parish Council Chair and member of the finance committee for his parish community for the past 8 years.

Jim is also a licensed pilot and Coast Guard Captain, spending most of his free time aboard his cruiser “Snap Shot” named after his wife, who is also a professional photographer.

Contact Jim Varallo
Senior Managing Director
Jvarallo@whitehorse-partners.com
(615) 360-2044

Richard Dillard

Senior Managing Director

Richard Dillard has been instrumental in all aspects of the M&A process, having served as advisor in both buy-side and sell-side M&A activity for nearly 10 years.

Background

Prior to his M&A advisory career, Richard was a successful entrepreneur, having owned and operated a multi-million dollar retail business in the metro Atlanta area.

Richard is a graduate of Furman University with a BA in Psychology. He was a collegiate scholarship swimmer and was active in his fraternity. After graduating from college, Richard entered the sales profession earning numerous awards and sales achievements with companies like United Van Lines, Coca-Cola and MacGray.

A natural born leader, Richard serves as an Elder in his church, LifeHouse Fellowship, where he oversees the Education and Small Group ministries. He enjoys serving in the Missions ministry and taught Sunday School for over 15 years. He is an avid triathlete, runner, swimmer, and cyclist, competing well enough to be invited to the National Age Group Olympic Triathlon Championships in 2013.

Contact Richard Dillard
Senior Managing Director
Rdillard@WhiteHorse-Partners.com
(615) 389-9135 (Cell)
(615) 360-2044 (Office)

Elizabeth (Liz) Yorath

Financial Analyst

Liz Yorath has provided financial and strategic consulting services for nearly 20 years. She has provided a wide range of financial analysis, valuation consulting, and transaction advisory services, both on the buy side and the sell side.

Liz brings a broad range of knowledge given her diverse background in the industry. She has advised on issues including strategy, market entry and exit, performance analysis and improvement, customer/product/division analysis, capital budgeting and funding, valuation, and acquisitions and divestitures totaling hundreds of millions of dollars.

Liz’s clients have spanned many industry sectors including oil & gas, healthcare, nutriticeuticals, food & beverage manufacturing and distribution, consumer products and large scale engineering and construction.

Prior to joining WhiteHorse Partners, Liz was principal of an independent M&A consulting firm, served as Vice President in the middle market practice of Citigroup Global Markets, and as Director at a private investment bank.

At Whitehorse Partners, Liz specializes in the Due Diligence process, providing strategic analysis and guidance while leading WHP clients through the final stages of a transaction.

Contact Elizabeth Yorath
Financial Analyst
Lyorath@whitehorse-partners.com
(714) 594-3586

Jeff Barnes

Chief Operating Officer

Jeff Barnes serves as the COO of WhiteHorse Partners. He has over twelve years of experience in mergers and acquisitions, working with owners of middle-market companies in implementing their transition plans and optimizing the results.

Prior joining WhiteHorse Partners, Jeff served as a senior manager of an independent M&A firm and as a Vice President in Citigroup’s middle-market valuation and M&A group.

Jeff received an MBA from The Thunderbird School of Global Management, as well as a BA in Business Administration from the University of San Diego.

Contact Jeff Barnes
COO
Jbarnes@whitehorse-partners.com
(714) 709-4800

Lisa Goode

Financial Analyst

Lisa Goode has a background in financial analysis and valuation that spans 20 years across multiple industries. Lisa began her career as a financial and operational auditor in the oil and gas industry. She moved into mortgage banking where she held roles as financial and reporting analyst, valuation and pricing analyst and information systems analyst. Later in her career, Lisa held managerial and consulting roles in the mortgage banking, software development, information technology, transportation, outdoor advertising and government business sectors.

Prior to joining WhiteHorse Partners, Lisa was principal of an independent consulting firm that catered to the outdoor advertising, transportation and government business sectors. Lisa managed nationwide transactions and projects for over 7 years

At Whitehorse Partners, Lisa specializes in the valuation and marketing efforts associated with client transactions. Lisa provides financial and operational analysis and guidance while leading clients through the transaction proces

Contact Lisa Goode
Financial Analys
lgoode@whitehorse-partners.com
(714) 669-0609

Brian O'Donohue

Financial Analyst

Brian is a versatile professional with over 40 years of accomplishments in three distinct business areas – small business ownership, corporate and independent mergers and acquisitions, and private company operations and financial management.

Most recently, Brian completed the sale of a Richmond specialty foods retail business which he had purchased, operated and successfully grew, doubling its size and profitability during his seven years of ownership.

Prior to that, he spent twenty years working as both a corporate and independent business broker, successfully initiating and closing seventeen buy and sell side transactions with enterprise values totaling over $100 million in aggregate. During this time, he developed significant expertise in business valuation, enterprise marketing, due diligence procedures, and purchase agreement negotiations.

Brian began his career in small private company operations and finance, culminating in accomplished roles as CEO and CFO at several high technology manufacturing firms in the specialty chemicals, consumer electronics, plastics, laser and infrared instrument industries.

Brian holds a Masters Degree in Business Administration from Boston College and is a lifelong member of the Financial Executives Institute.

Contact Brian O’Donohue
Financial Analyst
Bodonohue@whitehorse-partners.com
(804) 306-2913