Gary Roelke

Current

Founder and Managing Director at GroGroup LLC

Past

Senior Partner at Corporate Finance Associates
President, CEO & Director at McFaul & Lyons, Inc.
Executive Managing Director at The Geneva Companies

Vice President at Merrill Lynch
Regional Vice President, Eastern at Prudential Insurance Co. of America

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Education

Rutgers Graduate School of Business
Rutgers, The State University of New Jersey-New Brunswick

Recommended

9 people have recommended Gary

Connections

269 connections

Industry

Investment Banking

Websites

My Company

Gary Roelke’s Summary

30+ years experience in the funding, execution, and intermediation of corporate finance and M&A transactions, with highly successful corporate and entrepreneurial experience. Frequent speaker on M&A topics, including advanced credentialling/masters programs at Columbia, Rutgers and NYU Stern School of business. Most of my business is sourced through personal and professional referal, and I delight in paying substantial finders fees.

Gary Roelke’s Specialties:

M&A: (i) full service sell-side/divestiture dealmaker (including valuation, preparation for market, initiating and maintaining buyer contact, deal negotiation, tasking the other professionals on the deal team, and ensuring that the client's deal actually closes); and (ii) imaginative, professional acquisition dealmaking for serial, strategic, well-funded acquirers. Sweet spot: transaction values of $5 to $200 million sell-side; $25 to $500 million buy-side.

Gary Roelke’s Experience

Founder and Managing Director

GroGroup LLC

(Investment Banking industry)

February 2009 — Present (11 months)

After conversations with several key clients, followed by extensive market research and professional networking, we created a robust entrepreneurial toolkit to help owners (i) meet today's difficult economy head-on and (ii) take advantage of the unique growth opportunities it presents.

Starting with our 100 + years of collective experience (growth, turn-around management, funding, acquisition search, exit strategies and divestiture activities) we also facilitate ad hoc introductions to trusted 3rd party consultants.

With senior professionals in major cities throughout North America, India, China, England and Germany, we have the global reach, deep resources, professional expertise and technical skill to help our valued clients capitalize on lush opportunities presented by the recession, while their weak-kneed competitors are hunkered down.
Senior Partner

Corporate Finance Associates

(Investment Banking industry)

1997 — 2009 (12 years )

America's oldest mid-market M&A transaction advisory group, with member offices in 20 locations in the US and Canada. As a Senior Partner, I owned the important New Jersey/New York Region, was on the Board of Directors, Executive Committee, chaired the Conference Committee, and sat on the Membership Committee. I also created and operated the prolific SysteMATIC Search group and chaired both the healthcare and insurance industry practice groups.
President, CEO & Director

McFaul & Lyons, Inc.

(Hospital & Health Care industry)

1995 — 1996 (1 year )

Was America's leading hospital cost-containment consulting company. Hired by founder/majority owners to turn company around in preparation for eventual sale to Johnson & Johnson. Quickly re-organized the sales functions; implemented a marketing department; completed a strategic acquisition that paid for itself in 3 months (cash on cash); nationally rolled out two new strategic add-on products/services; and restored company to profitability.
Executive Managing Director

The Geneva Companies

(Privately Held; 201-500 employees; Investment Banking industry)

1984 — 1995 (11 years )

Created, used, and taught the models used for limited auction sale techniques in exclusive sale engagements. Created, staffed, managed and motivated all dealmaking forces in New York, Chicago and Florida offices. Created, implemented and managed a 125-entity international correspondent program to give global exposure to our M&A transaction opportunities.
Vice President

Merrill Lynch

(Public Company; 10,001 or more employees; ML; Investment Banking industry)

1981 — 1984 (3 years )

Co-managed Private Seller Group in the Merger & Acquisition department. Developed and implemented aggressive internal marketing program to service smaller M&A clients, sourced from ML's 20,000 retail account executives.
Regional Vice President, Eastern

Prudential Insurance Co. of America

(Public Company; PRU; Insurance industry)

1972 — 1981 (9 years )

All experience was in the private placement area of the investment department. Responsibilities included: ran Eastern Region Corporate Finance; primary in charge of most of 1st venture capital portfolio (Fed Ex was the big winner); primary responsibility for turn-around financings for Chrysler and ConAgra; shared primary role in lead aspect of Trans-Alaska Pipeline project financing.

Board of Directors, GIB Labs (wholly-owned clinical laboratory subsidiary)

Gary Roelke’s Education

Rutgers Graduate School of Business

MBA , Finance/Investments , August 1968 — December 1969

Activities and Societies:

Founding editor, Rutgers Business Review; Research Assistant to Dean
Rutgers, The State University of New Jersey-New Brunswick

BA , Sociology/City Planning , 1960 — 1965

Activities and Societies:

Student Council, Ledge Council, Queens Guard, Preceptor, Alumni Scholarship, Wolt Trust Fund Scholarship, various offices in Chi Psi fraternity, football

Additional Information

Gary Roelke’s Websites:

My Company

Gary Roelke’s Groups:

Association for Corporate Growth (past president, New York Chapter); Alliance for Corporate Wealth (founding shareholder); Alliance of Merger & Acquisition Advisors (member, certificate holder and credentialling instructor)