Christopher Page Joins Hardesty’s  Leadership Team as Partner

Hardesty, LLC., one of the fastest growing executive talent solutions firms in the country, has admitted Christopher Page as a Partner in the firm. Page will play a critical role at Hardesty as the firm continues to expand its nationwide network providing executive and financial management solutions to private equity firms and their portfolio companies.

“We are really excited to have Chris join the team as he brings great relationships, deep experience and real world business knowledge which will further elevate our team and our success.”, said Karl Hardesty, Founder & CEO. “Adding Chris, who has more than 20 years of M&A experience, to our team will greatly help us advance our efforts in providing a complete C-Level solution to our core clients as well as our growing roster of private equity relationships.”

An industry veteran in capital markets, Page joins Hardesty with a proven track-record leading investment development, deal sourcing and origination for leading middle-market investment banking and private equity firms. He has closed over $5 billion in transactions and contributed to billions more across a variety of market segments. Page says, “The M&A market is more competitive than ever, and investment firms must react quickly to opportunities with an informed industry-led thesis that will signal to sellers and their advisors that the investor is credible and can move quickly to a close. Having previously leveraged experienced CEOs and CFOs to generate deal flow for private equity firms, I have learned first-hand that executive talent is essential to driving investment returns. I am excited to provide the very best director-level and operating executives to add value to private equity firms and their portfolio companies across the entire investment lifecycle, from deal originations, pre-sale advisory, due-diligence, and integration to post-sale operations and financial leadership.”

Page joins a team of 15 Hardesty leadership partners, who oversee the recruiting activities and deployment of over 50 top-level executive partners nationwide. 

About Hardesty

Hardesty, LLC is an executive services and financial consulting firm providing best-in-class executive leadership and professional services to middle market companies, including founder owned, private investor owned, and publicly traded entities through its nationwide network of offices. The firm provides executive search, interim executive placement, technical accounting consulting, and strategic consulting services. The firm’s reputation has been built focusing primarily on the CEO, COO, and CFO roles. Hardesty’s national team of seasoned partners and professional staff is available for rapid deployment to companies requiring immediate executive solutions. Hardesty has grown rapidly since its formation in 2011 and has been recognized as a “Fastest Growing Company” year after year. Hardesty is headquartered in Orange County, California with offices in major U.S. markets. For more information, visit www.hardestyllc.com.

Zensciences Wins 2022 IMPACT Award for Website, Best User Experience

From Friday, October 7 through Sunday, October 9, hundreds of nationally recognized thought leaders gathered at the Montage Resort, Deer Valley for IMPACT 22.

The IMPACT 22 conference, hosted by the Internet Marketing Association, was designed to spark inspiration and conversation between the most significant marketing minds of our time. This year, it featured a slew of in-person and virtual speakers – including Palmer Luckey, founder of Anduril who spoke about “Metaverse not working, nuclear warfare and speaking up when attacked”.

To cap off the conference, the Internet Marketing Association revealed their annual IMPACT Award winners. The annual IMPACT Awards exemplify best-in-class creativity, expertise and results achieved by the top practitioners of internet marketing and business leaders across every industry.

One of the standout winners in the website category was Zensciences and their work performed for SLK Software.

Zensciences is a leading global enterprise marketing firm with a clientele base of Fortune 500 companies, global high-tech companies as well as edge startups. Their focus has always been addressing core business problems and providing contextual solutions.

SLK Software realized the need to not just change its service offerings and realign its brand narrative, but also revisit its approach to market. This called for a complete overhaul of the messaging system, along with the look and feel of the brand – the whole nine yards.

To achieve these objectives, the brand carried out the following activities: A brand identity refresh, a new look and feel in tandem with the new identity, design system & messaging overhaul and offerings re-organization – logo, website, video assets etc.

The Internet Marketing Association has awarded Zensciences work with SLK Software for Best User Experience. Not only did Zensciences change the the user interface, but they refreshed the user experience as well – giving the audience a more interesting way of engagement.

Explore SLK Software’s website here

 

 

 

Spinnaker Investment Group CEO Morgan Christen  Named Distinguished Leader in Wealth Management

Spinnaker Investment Group CEO Morgan Christen this week was named by business publication OC Business Journal as one of a select group of “Distinguished Leaders in Wealth Management.”  The weekly publication selected honorees through a nomination and editorial department review process.  

Among the hallmarks of leaders recognized include standout professional capabilities and accomplishments in their practice. Leaders such as Christen are instrumental in preparing one’s entire family for financial stability and fiscal comfort for generations to come, and offer highly personalized plans for investing, charitable giving, and other specific needs, according to the publication.

Spinnaker Investment Group has been recognized in the local business media for three consecutive years as one of the region’s fastest-growing private companies, growing an average of nearly 65% year-over-year.  Over the past five years, the firm has launched a number of client service innovations while expanding its staff from three to 10 professionals, relocated to larger offices, and increased assets under management from $100 million to more than $500 million.

Christen has spearheaded a variety of initiatives and strategic services such as “Women & Wealth”, empowering women on their journey to financial freedom; SpinnLaw, concierge financial services tailored to attorneys; SpinnTax, a separate business offering tax services to existing clients; as well as a series of quarterly market reports and educational videos discussing the most current trends and topics in the market today. 

In addition to serving as its CEO, Morgan Christen is also co-founder and Chief Investment Officer for Spinnaker, leading his firm’s investment committee in building customized portfolio solutions for high-net worth clients.  His active certifications include the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®) and he is a past board member of the CFA Society of Orange County.  

Prior to co-founding Spinnaker Investment Group, Christen founded and led Signature Resources Capital Management, LLC in Irvine and also served as the President of Charterwest Consulting Inc., a money management firm in Newport Beach.  

An MBA graduate from Pepperdine Graziadio Business School, Christen has more than 29 years of investment management experience and numerous professional certifications.  Along with his MBA, he holds a BS in Business Finance from the University of Southern California.

Spinnaker Investment Group: Wealth Reinvented

An independent practice that does not represent a specific company, bank or Wall Street institution, Spinnaker confidently and autonomously advises clients with individually tailored financial strategies designed to achieve financial independence. Spinnaker’s services include Financial Planning, Wealth Planning, Retirement Planning, Asset Management, and Securities and Insurance. Spinnaker serves a broad customer base throughout Southern California, along with many clients across the United States.   

For more information on Spinnaker Investments, visit www.SpinnInvest.com.

Ware Malcomb Project Awarded 2022 Oshawa Urban Design Award Of Excellence By City Of Oshawa

Ware Malcomb, an award-winning international design firm, announced one of its projects, 1121 and 1147 Thornton Road South, has been awarded the 2022 Oshawa Urban Design Award of Excellence by the City of Oshawa.

The project consists of two multi-unit industrial buildings designed for Panattoni Development Company Canada. The buildings, totaling more than 630,000 square feet are situated on a 27-acre site at 1121 and 1147 Thornton Road South, in Oshawa, Ontario.

“We are proud to have worked closely with Panattoni Development to design innovative, flexible structures that support employee wellbeing and are a source of pride for this city. said Frank Di Roma, Principal for Ware Malcomb. “We are in good company on this year’s list and congratulate all the winners.”

With a focus on occupant wellbeing and comfort, the design ensures natural light flows into the warehouses through large, punched out windows. The rear building loading docks feature covered canopies that provide shelter from the natural elements. Drive-in doors and mechanical louvers allow natural air to flow through the warehouses. To create an environment that is accessible and useable by all, all entrances have barrier-free access and on-site bike racks to accommodate cyclists.

The development’s modern exterior design features a blend of white precast ribbed panels that includes curtain walls and ACM panels at the main entrances and midpoint of the building. The main entrances have a controlled blend of massing between the ACM panels and curtain walls. The building exterior features bronze, deep blue and silver ACM paired with bronze spandrel panels and bronze vision glass. The land between the two buildings was maximized with the creation of a functional shared courtyard for loading docks and trailer parking that is screened from the main road.

To boost energy efficiency, the buildings feature white roofs, precast panels made with a blend of recycled concrete, LED wall/packs, LED poles and a full sprinkler system. The site is enhanced by drought-resistant landscape design that reduces water consumption.

The 2022 Urban Design Award of Excellence awards, hosted by the City of Oshawa, celebrate projects that show excellent design and enhance Oshawa’s image. They acknowledge the contributions that architects, landscape architects, urban designers, planners, developers, and builders make to Oshawa’s appearance and quality of life. Eleven local projects were honored as 2022 winners and the list can be viewed here.

About Ware Malcomb (waremalcomb.com)

Established in 1972, Ware Malcomb is a contemporary and expanding full service design firm providing professional architecture, planning, interior design, civil engineering, branding and building measurement services to corporate, commercial/residential developer and public/institutional clients throughout the world. With office locations throughout the United States, Canada, Mexico and Brazil, the firm specializes in the design of commercial office, corporate, industrial, science & technology, healthcare, retail, auto, public/institutional facilities and renovation projects. Ware Malcomb is recognized as an Inc. 5000 fastest-growing private company and a Hot Firm by Zweig Group. The firm is also ranked among the top 30 architecture/engineering firms in Engineering News-Record’s Top 500 Design Firms and the top 30 interior design firms in Interior Design magazine’s Top 100 Giants. For more information, visit http://www.waremalcomb.com/news and view Ware Malcomb’s Brand Video at youtube.com/waremalcomb.

Jacqueline Adler Named Director of Wealth Planning at Spinnaker Investment Group

20-year financial industry veteran Jackie Adler has joined Spinnaker Investment Group as Director of Wealth Planning, announced Morgan Christen, CEO and Chief Investment Officer. In her new role, Adler will develop personalized financial planning strategies for the firm’s clients, with a special focus on advising women on achieving their financial goals.  She will continue to service her clientele in both Arizona and New York.

“We are delighted to have Jackie join our team,” Christen said. “Her leadership and deep commitment to empowering women make for a perfect fit with our team, our client base and our community. 

Adler specializes in holistic financial planning, wealth management, protection strategies and multigenerational planning. As a CFP® practitioner, she has worked at some of the world’s top financial institutions including Mass Mutual, TIAA, Fidelity Investments and Mercer Global Advisors. 

Her passion for helping women during major life transitions compelled her to attain the Certified Divorce Financial Analyst™ (CDFA) designation, which allows her to act as a financial advocate throughout divorce proceedings and help women move forward with a sound plan and purpose. 

Jackie earned her Bachelor of Science from the University of Arizona’s Eller College of Management and currently serves on the board of the National Council of Jewish Women. 

Recognized as one of Orange County’s fastest-growing privately owned small businesses, Spinnaker Investment Group currently has over $500 million in assets under management. The firm’s approach to client success is to combine carefully researched wealth management guidance and a wealth of human capital, with a style that is both ‘high-touch’ and ‘high-tech.’  

Spinnaker serves a broad customer base throughout Southern California, as well as many clients throughout the United States. An independent practice that does not represent a specific company, bank or Wall Street institution, Spinnaker confidently and autonomously advises clients with individually tailored financial strategies designed to achieve financial independence. The firm’s services include Financial Planning, Wealth Planning, Retirement Planning, Asset Management, Securities and Insurance. For more information, visit www.SpinnInvest.com

Helio Genomics Receives “Company of the Year” Award from Frost & Sullivan 

Acknowledging Helio’s potential to revolutionize liver cancer early detection.

Helio Genomics, the company behind the HelioLiver Test, has been awarded “North American Company of the Year in Liver Cancer Early Detection with Liquid Biopsy” by Frost and Sullivan. 

Frost & Sullivan’s Company of the Year Award is its top honor. It recognizes the market participant that exemplifies innovation, performance, and unrivaled customer care. Before giving the award, Frost & Sullivan analysts assess: 

  • How the company addresses unmet needs
  • Visionary scenarios through megatrends
  • Leadership focus
  • Financial performance
  • Best practices implementation 
  • Price/performance value 
  • Brand equity 
  • And more

Helio’s vision centers on detecting cancer early to save lives and improve treatment options. It connects domain and operational knowledge with technology to help individuals check for cancer quickly, early, and often – giving them the best chance at not only survival, but access to curative treatment options. 

The company’s scientific team employs a multi-dimensional approach, leveraging AI and machine learning to recognize distinctive and proprietary DNA signatures. They then combine these signatures with protein biomarkers to predict cancer presence as early as Stage I, where patients still have access to curative treatment options.. 

Helio Genomic’s unique integration of multi-modal and multi-omics data generates deeper and richer biological insights. This can provide essential knowledge on how cancer exists and evolves, advancing precision medicine to guide diagnosis, treatment guidance, and disease monitoring. 

The flagship product, HelioLiverTM, is a multi-analyte blood test for the early detection of liver cancer. It leverages the company’s novel technology platform for analyzing  cell-free DNA methylation patterns and serum protein markers to detect early-stage hepatocellular carcinoma (HCC) from a simple blood draw. By being easy to use, accessible, more sensitive than traditional blood tests that only use a single marker, HelioLiver can change the dynamic of the liver cancer landscape and flip the scales from late to early diagnosis.

“Detecting cancer early is the key to defeating it,” says Helio Genomics CEO, Justin Li. “Many screening methods are inconvenient, expensive, and unclear. Our goal is to make finding cancer as easy as a simple blood draw. Every patient deserves the best possible chance at beating their disease – and that’s what we’re giving them.” 

Frost & Sullivan believes Helio is in a prime position to drive liver cancer early detection with liquid biopsy and become a leader in the LBx (liquid biopsy) market in the coming years.

“HelioLiver provides richer biological data than competing technologies, delivering greater test sensitivity and specificity,” Says Frost & Sullivan Best Practices Research Analyst, Supriya Lala. “Simultaneously, by enabling early cancer detection, the test eliminates the potential need for expensive therapies and diagnostics (at late-stage detection), lowering the overall cost burden of the healthcare economy.” 

About Helio Genomics 

Founded in 2016 and headquartered in Irvine, California, Helio Genomics is a cancer diagnostics technology and tests developer. The company focuses on developing and advancing cutting-edge AI-enabled technologies to detect and screen cancer at its earliest stage. To learn more, please visit https://heliogenomics.com/.

Tompkins Robotics Adds Legal Counsel and  Business Development Executives to its Leadership Team

Tompkins Robotics, a global leader focused on the robotic automation of distribution and fulfillment operations, has announced two new leaders to its executive team in response to company growth. Pat Mathavan has joined the company as Legal & Intellectual Property (IP) Counsel, and Michael Carmody was named Vice President of Robots as a Service (RaaS) Business Development & Sales.

In his new role, Mathavan is responsible for all legal matters for Tompkins Robotics and manages the company’s IP portfolio, which includes preparation and prosecution of patent applications and trademark applications worldwide. Previously, he held in-house IP/Patent attorney roles at Vesuvius Corporation, IBM, and at various law firms specializing in intellectual property. 

Pat earned his J.D. with a specialization in Intellectual Property Law from Quinnipiac University School of Law, his MBA from Southern Connecticut State University, and his B.S. from SUNY Maritime College. He is admitted to the North Carolina and Connecticut bars and is registered to practice before the U.S. Patent and Trademark Office. He is also a Registered Engineer-in-Training (EIT) in New Hampshire, and currently pursuing his MEng in electrical and computer engineering from North Carolina State University.

As Vice President of RaaS Business Development and Sales, Michael Carmody brings more than 24 years of Supply Chain expertise deploying engineered solutions and technology applications across North America and Mexico. With a focus on the third-party logistics market, Michael is tasked to chart a compelling roadmap for the Robots as a Service subscription offerings recently unveiled by the company.  

Prior to joining Tompkins Robotics, Carmody led 3PL Business Development for AutoStore North America; delivered software transformation as Principal Consultant in transportation system implementations with enVista, and led cloud TMS implementations for MercuryGate. Carmody has established a track record of effective supply chain design and optimization success across Fortune 500 networks. Michael is fluent in English, with working Spanish skills.

Carmody is a graduate of The Ohio State University with a Masters in Geography focused on logistic networks optimization and earned a Bachelors from Carthage College. Additionally, he co-founded a non-profit organization providing supply chain leverage for smaller organizations helping communities rebuild after natural disasters.

About Tompkins Robotics

Tompkins Robotics is a global leader focused on the robotic automation of distribution and fulfillment operations. Our primary system, tSort, consists of autonomous mobile robots that sort a wide range of items and parcels to consolidation points for order fulfillment, store replenishment, returns, parcel distribution – virtually any process in the supply chain. tSort is a truly modular, scalable, and portable robotic sortation system that helps build world-class supply chains while providing unmatched flexibility and throughput.  Tompkins Robotics’ solutions maximize performance, making our clients more agile, adaptable, profitable, and successful in today’s dynamic marketplace.  For more information, visit https://tompkinsrobotics.com.

ViewSonic Celebrates 35th Anniversary with Continued Transformation, Strategic Solutions and Ongoing Innovation 

Company Evolves with Display Technologies and “Ecosystem as a Service” Advancements

ViewSonic Corp. (https://www.viewsonic.com/us/), a leading global provider of visual solutions, celebrates its 35th anniversary. For more than three decades, the company has successfully transformed from a device company to a solutions provider and conducts business in over 100 countries worldwide. The company commits to continued innovation and collaboration with the development of products, services and sustainable ecosystems that support its partners, customers, and stakeholders. 

“Founded in 1987, our business initially produced monitors. We expanded to other product lines and achieved tremendous success in corporate, consumer, and education segments,” said James Chu, CEO of ViewSonic. “To respond to the fast-changing environment, we started to transform our company and develop solutions by integrating hardware, software, and services. With the vision to inspire the world to see the difference between the ordinary and the extraordinary, we will continue to partner with the industry more closely to accelerate innovation and solve our customers’ problems.”

The creation of products, services and ecosystems has led ViewSonic to have one of the broadest product lines in the industry.  The company is at the forefront of the hybrid work and education environments with visual engagement tools that encompass both hardware and software solutions. With a full range of products and services, ViewSonic assists consumers and businesses to improve communications, productivity, and flexibility. 

The 35-year ViewSonic timeline of solutions include:

  • 1997 – Launched the first LCD monitor
  • 1999 – Launched DLP® projectors 
  • 2001 – Introduced one of the world’s largest plasma displays
  • 2011 – Upgraded monitor line from CCFL-backlight to LED-backlit displays
  • 2017 – Developed ViewBoard® Interactive Flat Panel display 
  • 2018 – Created the myViewBoard® software suite which now exceeds over 6.5 million users
  • 2019 – Launched ViewSonic ELITE™ gaming line, OMNI brand followed in 2022
  • 2020 – Introduced line of Direct View All-in-One LED displays

As a leading solution provider in the education technology market, ViewSonic aims to transform education and support teachers with elevated digital learning experiences with products like UNIVERSE by ViewSonic, an immersive 3D educational environment. The ViewSonic “Ecosystem as a Service” strategy has led to the company partnering with governments, schools, and educational institutions to launch training and certification programs. By building a community of educators, a platform to share experiences and exchange ideas, ViewSonic has created an ecosystem within the education industry around digital teaching.

In its 35-year history, ViewSonic has received many accolades for its culture, corporate social responsibility programs, and innovative products. These honors include: 

  • “Best Places to Work” by the Orange County Business Journal, home to the ViewSonic US headquarters 
  • “Next-Gen School Solution Provider of the Year” from the EdTech Breakthrough Awards program
  • iF Design Awards for product design excellence
  • Editor’s Choice recognition from top publications 

With a channel-first and customer-centric mindset, ViewSonic continues to evolve and advance its product line, invest in the latest technologies, and create communities for educators, content creators, gamers and others across the various vertical markets that are inspired through visual excellence. ViewSonic will also continue to give back to the communities that support education and children with its ongoing partnerships with the United Way and Make-A-Wish. To date, the company has donated more than half a million dollars in money, products, services and scholarships to programs and schools around the U.S.

For further news and information about ViewSonic, visit ViewSonic.com and follow on Facebook (https://www.facebook.com/ViewSonicCorp/), YouTube (https://www.youtube.com/viewsonicvideo) and Twitter (https://twitter.com/ViewSonic) . 

About ViewSonic

Founded in California, ViewSonic is a leading global provider of visual solutions and conducts business in over 100 countries worldwide. As an innovator and visionary, ViewSonic is committed to providing comprehensive hardware and software solutions that include monitors, projectors, digital signage, ViewBoard® interactive displays, and myViewBoard™ software ecosystem. With 35 years of expertise in visual displays, ViewSonic has established a strong position for delivering innovative and reliable solutions for education, enterprise, consumer, and professional markets and helping customers “See the Difference®.” To find out more about ViewSonic, please visit www.viewsonic.com.

Loko AI Partners With Goodwin Co, Launches Fulfillment Automation Lab in Orange County

Loko AI, a pioneer in Autonomous Systems using Artificial Intelligence that aims to provide fulfillment and safety automation to the supply chain, logistics, communities and schools through real-time human behavior and risk management recognition, closed talks with Goodwin Company and launches a state-of-the-art fulfillment automation laboratory.

Goodwin, based in Garden Grove, CA, is a 5th generation, family-owned and operated bulk liquid packaging, and blend company. Founded in 1922 and celebrating their 100-year anniversary, Goodwin provides chemical blending, contract manufacturing, liquid filling and packaging, chemical bulk handling, product fulfillment and warehousing services. Goodwin operates two large facilities in Garden Grove and Atlanta, GA with over 500,000 square feet of manufacturing and distribution space and over 750,000 gallons of chemical blending capacity.

Goodwins headquarters in Orange County will transform into a real-time fulfillment automation laboratory with the Loko Advanced Projects (LAP) initiative. LAP aims to solve the world’s toughest problems across customer fulfillment operations, logistics, and supply chain solutions using machine learning and data analytics.

“As Goodwin looks to the future, automation and data analytics are key technologies that will help improve costs, drive customer satisfaction and increase employee success. Our partnership with Loko and the launch of Advanced Projects here at our headquarters is Goodwins commitment to continuously add value, innovate, reinvest, and pave the road for the next 100 years.” said Don Goodwin, President, Goodwin Company.

As part of the LAP initiative, Goodwin will be outfitted with the latest version of Loko AIs Caretaker system, the world’s most advanced AI computer vision tool. The system will autonomously monitor the manufacturing and product lines, collect human task metrics, detect potential safety and operational hazards, and display actionable data in a custom dashboard using IP cameras. New capabilities are in development for autonomous quality control inspection, human and machine interaction, path optimization and complete operational task metrics. Caretaker’s real-time data platform reduces costs by up to 70% and

improves productivity by up to 50%. Lokos technology is helping Goodwin achieve 100% visibility into their manufacturing lines and “Best-in-Class” service for the bulk chemical manufacturing community.

“Goodwin has built a legacy business over a century, that’s hugely inspirational and aspirational for us as a growing startup,” said Joseph Zaki, CEO and Founder of Loko AI. “The need for real-time actionable data on the warehouse floor is a necessity to unlock all of the insights needed to save costs and optimize for the future. Were incredibly proud to launch Loko Advanced Projects with Goodwin as our trusted partner and can’t wait for our customers to experience the lab in person here in Orange County.”

# # #

About Loko AI

Based in Irvine, California, Loko AI is a pioneer in Autonomous Systems using Artificial Intelligence that aims to provide security and safety to the supply chain, essential businesses, communities, and schools through real-time human behavior and risk management recognition. For more information, visit Loko AI, and follow on LinkedIn.

About Goodwin Company

The Goodwin Company, based in Garden Grove, California, is a family-owned and operated bulk liquid packaging company that specializes in the automotive appearance, automotive additive, household cleaners, and industrial cleaners industries. For more information, visit Goodwin Company and follow on LinkedIn.