Opus professionals have significant experience providing advice to senior-level decision makers on change-of-control transactions, capital solutions, strategic initiatives, financial improvements and valuation. Having previously served as advisors with notable firms, as well as investors, senior operating executives and board members, our experiences provide us with a well-balanced and independent perspective to advise clients on a range of corporate initiatives. Moreover, we believe that these experiences enhance transparency and strategic decision making for our clients.
Lee Miklovic, Managing Director & CEO
Mr. Miklovic has 25 years of transaction advisory, principal investment and operating experience, primarily focused in the middle market. He has worked extensively with public and private boards and senior management teams on strategic growth and value creation initiatives as well as numerous merger & acquisition, buyout and financing transactions. Mr. Miklovic previously served as a Director in the middle-market investment banking groups of Morgan Stanley and Citigroup. He also was a Managing Director with Caymus Equity Partners, a middle-market private equity firm. and a Principal with Caymus Partners, a merchant banking firm. He began his career as an engineer for The Timken Company. Mr. Miklovic has an M.B.A. from Cornell University and a B.S. in mechanical engineering from Michigan State University. Mr. Miklovic is a FINRA Registered Securities Representative (Series 7, 63 and 79) and Registered Securities Principal (Series 24).
Dennis Bergquist, Managing Director
Mr. Bergquist has nearly 30 years of middle-market operational and consulting experience as both a senior executive and as an advisor to boards, investors and senior management of private and publicly held companies. He has served in CEO, CFO and senior strategic roles with multiple private and publicly held companies where he had responsibility for revenue growth and expansion, including the sourcing of capital to fund those initiatives. Mr. Bergquist also has experience in turnaround assignments and restructurings involving manufacturing and business services companies. Mr. Bergquist has an M.B.A. from Cornell University and a B.S. in business administration from California State University (Fresno). Mr. Bergquist is a former certified public accountant.