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Profiles David W. Schoeder Principal Schoeder has 29 years of investment banking experience within the food industry specializing in acquisitions, divestitures, debt restructuring, private placement, and strategic advisory services. He is also a leading national expert on capitalization and governance issues relating to cooperatives and private companies. Prior to founding TFP, Schoeder served as managing director at both KPMG Retail Ventures and the Cooperative Funding Corp., the investment banking affiliate of National Cooperative Bank. Prior to the Cooperative Funding Corporation, Schoeder served as the assistant treasurer of Farm Credit Banks of St. Paul, a $12 billion lending institution serving the agribusinesses sector. Schoeder is a frequent speaker for grocery industry events including the Food Marketing Institute and National Grocers Association. He serves on the board of a number of private companies and is on the board of Food For All. Schoeder is second generation to the food industry. Matthew S. Morris Principal Morris has thirteen years of corporate finance and investment banking experience within the food industry specializing in mergers, acquisitions and divestitures, with particular expertise in simultaneously executing multi-market divestiture processes with numerous buyers. Select clients for such “portfolio divestiture” services have included Albertson's, Food Lion, Kroger, Supervalu and Winn-Dixie. Morris also has experience providing clients in bankruptcy with strategic advisory and divestiture services. Over the past five years, Morris has been an advisor on over 50 transactions. Prior to founding The Food Partners, Morris served as a Manager at KPMG Retail Ventures, KPMG's most successful corporate finance group in the United States. Morris began his career as an attorney at the US Securities and Exchange Commission.
James C. Floyd Principal Floyd has over 12 years of retail finance experience specializing in corporate development and strategic planning. Floyd specializes in advising clients on strategic acquisitions, divestitures and financing services. Prior to joining The Food Partners, Floyd had a distinguished retail finance career with companies including Wal-Mart, Kmart, and The Great Atlantic & Pacific Tea Co ("A&P"). While at A&P, a $9 billion food retailer, Floyd was involved in all aspects of the transformational acquisition of Pathmark including raising the needed financing. Additionally, Floyd successfully completed the divestitures of Sav-A-Center and Farmer Jack divisions. While at Wal-Mart, the world's largest company, Floyd served as a crucial member of the corporate finance group that was charged with corporate finance and strategic planning projects. Ernie J. Smith Principal Smith is a veteran of the food industry with over 30 years of financial and operational experience in food retail, food service and convenience stores. He has been involved in over $18 billion in transaction volume and served in various executive management capacities with SuperValu, Ahold, Giant Food Stores, Farm Fresh and Safeway. He was formerly the SVP - Operations for Shoppers Food, and EVP - Finance/Administration, CFO of Ahold USA. Smith served as an EVP - Finance/Administration of US Food Service and Giant Food Stores. He also served as COO for Versatile Systems and has provided strategy consulting services. Smith is a CPA, has an MBA from Virginia Commonwealth University and a doctorate from The George Washington University. Smith serves as a faculty member for The National Association of Corporate Directors and serves on a number of boards. Carlos A. Garcia Director Garcia has nearly 10 years of investment banking experience specializing in analysis of the financial and operational information of food companies, applying the data to detailed pricing models and conducting financial and strategic analyses of mergers, acquisitions, divestitures, debt placements and recapitalizations. Over the last 5 years, Garcia has analyzed more than 120 transactions involving food companies. Prior to forming The Food Partners, Garcia served as senior associate at KPMG Retail Ventures, KPMG's most successful corporate finance group in the United States. Prior to joining KPMG Retail Ventures, Garcia was a Senior Consultant for KPMG's Corporate Finance group in Texas, where he participated in general financial and strategic advisory projects, mergers, acquisitions, divestitures, debt placements and recapitalizations. Additionally, Garcia assisted other KPMG groups in financial modeling, valuation analysis, litigation support and forensic accounting projects in the U.S and Latin America. Garcia is fluent in Spanish. Douglas A. Herman Vice President Douglas A. Herman has six years of investment banking experience within the food industry focusing on buy- and sell-side advisory services. Herman specializes in acquisition and divestiture processes, transaction analytics as well as in the research of transaction multiples, key financial ratios and industry trends within the retail, distribution, input and manufacturing sectors. Herman’s transaction experience includes merger, acquisition and divestiture work both in and out of bankruptcy in the supermarket, food manufacturing and retail drug industries. Prior to joining The Food Partners, Herman worked at the World Bank Group. Herman has a Bachelor’s Degree from Brandeis University and a MBA from the R.H. Smith School of Business and is fourth generation to the supermarket industry. Jodi T. Kusak Associate Kusak has eight years of investment banking experience developing client presentations, conducting research for client acquisition searches, corporate marketing and building proprietary contact databases. Prior to joining The Food Partners, Kusak served as a Special Projects Coordinator and Display Chair for PONCHO, one of the country's largest non-profit organizations benefiting over 100 local arts organizations. Vice President Mitchell has nine years of grocery industry experience and assists with analytical and strategic projects. Additional responsibilities include researching the retail and grocery industry landscape and preparing store profiles and client presentations. Her emphasis is on mergers, acquisitions and divestitures. Prior to joining The Food Partners, Mitchell was with Albertsons, Inc. where she worked in the real estate and the business development/corporate strategy departments. While at Albertson's, she assisted with a multi-billion dollar acquisition as well as rationalizing the company's portfolio.
Kernick Advisory Group (“KAG”) was founded by Peter Thom in 2003 to provide investment banking advisory services in the consumer products, food manufacturing and food retail and distribution services industries. Strategic advisory services include: merger and acquisition transaction execution, valuation and strategic advice, portfolio asset analysis and real estate asset portfolio divestitures and acquisitions. In addition to being retained by public companies and financial sponsors, KAG’s has worked with a number of private family-owned businesses to advise and guide them through divestitures and the outright sale of their businesses. KAG has an additional sector specialization in the high growth natural and organic food industry, providing merger and acquisition advice to both strategic and financial investors, as well as private equity capital raising advice to entrepreneurs and small to mid-sized companies in the industry.
For over 30 years, FMS has helped independent retail grocers succeed by transforming historic accounting activities into timely, accurate decision support tools.
The company's keen understanding of the challenges the industry faces has positioned it as the National Grocers Association's (N.G.A.) preferred provider of industry benchmarking, best practices and mission-critical decision support.
With headquarters in Baltimore, Maryland, and additional offices in Pittsburgh, Pennsylvania, and Nashville, Tennessee, FMS currently services organizations in approximately 1,800 locations across the U.S., enabling it to improve profitability through better decision support.
To learn more about FMS please call (877) 435-9400 or visit www.fmssolutions.com 
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