Professionals
Elizabeth Askew, CPA
Vice President, Houston, Texas
A Certified Public Account, Askew brings to LCG twenty years of accounting and field examination experience. Askew has performed field exams on over 1,000 companies in every major industry, including automotive, agriculture, healthcare, insurance, manufacturing, telecommunications, retail, and the oil and gas related industries. Askew began her field examination career at Comerica Bank in 1991 in Dallas, Texas where she assisted in building the field examination department for the Texas office, which was previously handled out of Detroit. While at Comerica Bank, she was promoted to Senior Field Examiner, responsible for the larger and more complex projects.
In 1994 Askew joined KBK Financial, based in Houston, where she assisted the Vice President and COO with all phases of commercial lending and due diligence, including ABL, factoring, investment banking, and acquisitions. Askew assisted in due diligence with several portfolio acquisitions and workouts, among other special projects, and reported directly to the Executive Committee consisting primarily of Board Members. Askew was promoted from Senior Field Examiner to Audit Officer, to Assistant Vice President of the Audit Department. Askew then went on to manage the field exam department for Briar Capital, LLC, which specialized in middle-market lending, responsible for scheduling, performing, reviewing all field exams, as well as budgeting and forecasting for the field exam department. Askew obtained a B.B.A from Sam Houston State University in Huntsville, Texas.
Tiffany Grant
Operations Manager
Mrs. Grant brings 10+ years of experience and a wide assortment of knowledge to LCG with her background in credit management and accounting. Mrs. Grant began her career as a credit manager with SunTrust Bank’s Factoring Division in Atlanta where she implemented and managed large credit lines for clients nationwide primarily in the garment industry. After returning to her native Tampa, Mrs. Grant was a Senior Vice President of CitiFactors Financial Group with primary duties as the manager of the credit, collections, and accounting teams. She also handled all facets of client field examinations and account debtor credit insurance. Mrs. Grant was also a Senior Staff Accountant with the Flyer Publishing Company where she tracked financial data, prepared financial statements and reporting, and analyzed those statements for the company’s board members.
Michael J. Szwejkowski, Jr.
Senior Associate
Michael Szwejkowski is a senior analyst at LCG Capital Group, responsible for credit analysis and underwriting of the firm's middle market corporate finance deals. Prior to joining LCG, Mr. Szwejkowski was with T. Rowe Price Investment Services, Inc., serving in both an operations management capacity and as a Compliance Manager in their Personal Services Group. Mr. Szwejkowski was responsible for monitoring employee and company compliance relative to company policy, SEC regulations, and other applicable securities laws. He oversaw a division that managed the compliance on over 800 accounts of high net worth clients located throughout the United States.
Prior to his tenure at T. Rowe Price, Mr. Szwejkowski gained extensive credit knowledge as credit manager for Washington Mutual Finance, a division of Washington Mutual Bank. Duties included loan origination, credit evaluation and asset recovery.
Mr. Szwejkowski holds a degree in Business Management from the University of Tampa as well as NASD Series, 6, 63, and 7 Securities licenses.
Kevin T. Edsall
Associate
Mr. Edsall is currently responsible for performing due diligence field work as well as software training and development for all LCG associates. While with LCG, Mr. Edsall has worked on transactions covering several different industries ranging in size from $3MM to over $100MM. Prior to joining LCG, Mr. Edsall was with T. Rowe Price Investment Services, Inc., serving in an operations management and client relationship management capacity as a Senior Client Manager. Mr. Edsall worked closely with management to maintain an efficient and effective business unit while developing and enhancing existing high net worth client relationships. He played an integral role in developing a comprehensive concierge service for high net worth client’s financial events that ultimately handled over $90 million in assets from the project launch in November 2007 through May 2008. Mr. Edsall holds a B.S. in Finance from the University of Florida, a MBA with a specialty in Corporate Financial Strategy and Management from the University of Tampa and FINRA Series 6, 63, 66 and 7 securities licenses.
Zachary McGrath
Associate
Zachary McGrath currently serves as Associate/Anayst for LCG and is responsible for due diligence data collection and analysis. For the 11 years prior to joining LCG, Mr. McGrath was with T. Rowe Price Investment Services, Inc., where he served as a Client Relationship Manager for high net worth clients and for clients in T. Rowe Price’s Advisory Services programs. As a Certified Financial Planner, Mr. McGrath provided advice on portfolio strategy, cash flow analysis, and retirement planning directly to the firm's high net worth clients. In addition to developing financial plans, he was also responsible for implementing, monitoring, reviewing, and auditing recommendations to clients to ensure suitability and compliance.
Mr. McGrath holds a B.A. in Economics from Wake Forest University and an MBA with a concentration in Corporate Finance from the University of Tampa. He continues to hold FINRA Series 6, 63, 66 and 7 securities licenses and the CFP® accreditation.
MaryJane Wermuth
Analyst
MaryJane Wermuth assists on a wide range of corporate transactions for the firm, including M&A and capital raises, in the capacity of an Analyst. Ms. Wermuth comes to LCG after completing a Financial Advisor Internship with Merrill Lynch within their Wealth Management Division. Prior to Merrill Lynch, she spent two years working for the Small Business Administration in the Tampa Bay area where she assisted with servicing and managing a portfolio of over 200 companies.
Ms. Wermuth is pursuing her Masters of Business Administration and Masters of Science in Finance at the University of Tampa. She obtained her B.S. in Finance, with a minor in Economics, from the University of South Florida.
Reid Jaeger
Analyst
Reid Jaeger assists with LCG’s investment bank on various M&A and corporate finance transactions in the capacity of an Analyst and was most recently a Research Analyst for Atlantic American Partners, where he performed strategic and financial market research as well as modeled financial projections. Mr. Jaeger has worked on transactions across various industries including healthcare, building products, oil and gas, real estate, and financial services. Prior to Atlantic American Partners, Mr. Jaeger was a Valuation Intern for Crosstree Capital Partners where he assisted in the valuation of companies and developed strategic marketing materials. Before Crosstree, Mr. Jaeger was a Financial Advisor for Merrill Lynch.
Mr. Jaeger obtained his B.S. in Finance from Florida State University and a Master of Science in Finance from the University of Tampa. Mr. Jaeger holds FINRA Series 7 and 66 licenses.
Kelley Webb
Administration
Ms. Webb joined LCG in early 2008. She's responsible to the day-to-day office administration and bookkeeping and is often involved in transaction support. Kelley earned a bachelor's degree in psychology from the University of Tampa and is currently pursuing her Master's degree in Marketing.