Mindy Berman brings 20 years of strategic management experience to her role as managing director of IGS, which she founded in 1998. Her leadership on strategy reviews, industry assessments, and due diligence studies enables clients to gain a comprehensive view of the marketplace and the foresight to make critical business decisions, particularly around acquisitions and investments. She has extensive experience helping clients develop smart strategic plans – enabling them to enhance growth and profitability.
Formerly a principal at The Parthenon Group, Mindy has a deep resume that includes clients in industries ranging from finance, publishing, and healthcare, to industrial machinery, telecommunications, and consumer products.
Mindy holds an MBA with distinction from Harvard Business School and graduated summa cum laude with a BA in history from Amherst College.
Rob Lordi is one of the original managing partners of IGS. In addition to overseeing many of the firm’s day-to-day operations, Rob’s responsibilities include managing a number of IGS’ core private equity and corporate client relationships. Rob has led hundreds of market due diligence engagements and market strategy reviews for investor clients and corporate senior management, spanning a variety of industries including industrial and building products, consumer products and services, healthcare, and business and financial services.
Prior to joining IGS, Rob spent over a decade at PricewaterhouseCoopers LLP, where he served as the engagement leader for many of the firm’s global financial clients.
Rob holds an MBA from Harvard Business School and a BS in accounting from Boston College. Rob is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA).
In his decade with IGS, Pat Donahue has led due diligence projects in industries including industrial products, MRO and distribution, business services, and enthusiast markets such as automotive aftermarket. He also works with corporate clients to help them develop market entry strategies, create growth initiatives, and validate strategic direction changes.
Pat previously spent a year at SunGard Securities Processing leading the development of new securities trading systems, and five years in the U.S. Navy as a nuclear power plant supervisor.
Pat holds an MBA from the Tuck School of Business at Dartmouth and a BS in ocean engineering from the U.S. Naval Academy.
Senior Vice President
Drew D’Amaro has more than 15 years of strategic consulting, investing, and operational experience. He has been at IGS since 2006, actively focuses on business development, and manages M&A due diligence projects and strategic growth initiatives across a wide range of industries.
Drew’s prior experience includes work as an associate at Wheelock Partners and a decade in the networking and telecommunications industry that includes helping to develop several startups.
Drew graduated from Johns Hopkins University with a BS in biomedical engineering and electrical engineering.
Senior Vice President
Brian Fleming focuses on the development of new client relationships and the management of due diligence and strategy engagements for private equity and corporate clients. He has extensive experience helping clients evaluate acquisitions, assess adjacent market opportunities, and develop strategic plans.
Brian previously worked as a private equity associate for Boston Ventures and as an investment banking analyst for Bear Stearns.
Brian earned his MBA from the Tuck School of Business at Dartmouth and graduated cum laude with an AB in economics from Dartmouth College.
Senior Vice President
Zach Casavant has over 10 years of transaction advisory and strategic consulting experience. Since joining the IGS team in 2005, Zach has led over 100 M&A diligence and market strategy engagements across a diverse set of industries including industrial manufacturing and distribution, business services, healthcare, automotive, consumer products, and software. Zach is also actively involved in the development of new client relationships.
Zach’s prior experience includes positions in middle market investment banking as well as in the strategy and analytics group of a global marketing and advertising agency. Zach holds an MBA from Cornell University and an AB from Brown University.
Liz is a VP at IGS with over 10 years of market diligence and strategy consulting experience in industries as diverse as consumer products, healthcare services, telecommunications, industrial machinery, and financial services.
Prior to joining Investor Group Services, Liz was a Consultant at a strategy consulting firm in Boston, where she managed engagements for clients such as Coca-Cola, Harley Davidson, and The Hartford. Liz was also a Senior Analyst for a market intelligence firm focused on analyzing and improving customer relationships. Her career includes an international stint in Germany, where she worked as Product Manager for a leading glass manufacturer.
She holds an M.B.A. from the Tuck School of Business at Dartmouth College and a B.A. in German from Holy Cross College.
Jenn O’Hara is responsible for leading case teams on projects including strategy reviews for client portfolio companies and market due diligence for public and private acquisitions. Since joining IGS in 2004, Jenn’s industry experience has ranged from consumer products and specialty retail to healthcare and business services.
Prior to attending business school, Jenn was a senior associate in institutional asset management at Bernstein Investment Research and Management in New York City.
Jenn holds an MBA from the Tuck School of Business at Dartmouth and a BA in art history and economics from Bowdoin College.
Jane Lannon focuses on internal operations and financial analysis at IGS.
She is a former principal of the strategic advisory firm The Parthenon Group and previously worked as a healthcare consultant for The Healthcare Management Council.
Jane holds an MBA with distinction from the Tuck School of Business at Dartmouth and graduated cum laude with an AB in psychology from Dartmouth College.
Ellen Ryan focuses on internal operations, strategy and human resources at IGS. She joined in 2011 as a Consultant and completed over 60 due diligence projects with her case teams.
Prior to joining IGS, Ellen spent several years at Deloitte, where she led aspects of IT and organizational transformation projects and related strategic initiatives for companies such as Dell, Capital One, Varian Medical Systems, and Amtrak. Ellen was also an analyst in the international arena, working for the International Finance Corporation (IFC) and the Treasury’s Office of International Affairs – both in areas related to private sector investment and small business growth.
Ellen holds an M.B.A. from The Wharton School, an M.P.A. from the Harvard Kennedy School, and a B.S. with distinction in Business Administration from the University of North Carolina at Chapel Hill.