Established in 2003 as an affiliate of Battelle & Battelle LLP, Battelle Capital Advisors is a private investment banking and management consulting firm dedicated to a consultative approach in assisting our clients in reaching their goals.
Meet the BCA Team:
Jim led the formation of Battelle Capital Advisors LLC (BCA) in 2003. Prior to the formation of BCA he was President of Associated Business Investment Corp. (ABIC), a mergers/acquisition and financing firm located in Dayton, Ohio.
Jim has served as a business advisor and intermediary since 1997, and has over 25 years of prior senior management experience in commercial banking and as President of a nationally recognized publishing company. Jim’s background and experience provides a business insight and financial acumen critical to negotiating and structuring challenging business transactions.
Jim is a graduate of the University of Dayton. He has completed the Principles of Strategic Planning program of the Center for Entrepreneurial Education and has attended and taught programs in sales and negotiating at local colleges. He currently serves on the boards of several privately owned businesses.
Frank is a graduate of Bowling Green State University in Economics, and received his MBA in Finance from Michigan State University. In January of 2010, Frank completed extensive training and testing to earn the prestigious designation of CExP (Certified Exit Planner) from the Business Enterprise Institute (BEI), the nation’s premier provider of exit planning resources. As a CExP professional, Frank is thoroughly trained in the regarded Seven Step Exit Planning Process.
Greg Barney, CPA, CM&AA
Greg is a graduate of the University of Dayton and is a member of The American Institute of Certified Public Accountants and The Ohio Society of Certified Public Accountants. Greg is very active in the Boy Scouts of America serving as an advisor and chair of three troop level committees.
John W. (Jack) Lohbeck
Jack’s career has included experience in public accounting as well as manufacturing management. He has been an instructor in accounting at Sinclair Community College and has presented “The Basics of Construction Accounting” seminar for the Construction Financial Management Association. Jack has also served as an adjunct professor at the University of Dayton School of Law.
Jack is active in the community as Past President of The Rotary Club of Dayton, board member of Rebuilding Together Dayton, Chairman of The Miami Valley Hospital Foundation, Chairman of the Governing Authority of ISUS Charter School and a member of the Property Review Commission for the City of Centerville. He is also a member of the Board of Advisors for two privately held manufacturing companies and is an independent director of a mutual fund.
For additional information about Battelle Capital Advisors, please visit www.battellecapital.com.