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P. Gregory O'Brien, Co-Founder
Mr. O'Brien has over twenty-five years of experience as an investor, business owner, investment banker and financial advisor. This breadth of experience enables him to be effective, creative and efficient when helping clients structure their balance sheets, raise capital, or sell/acquire assets or entire businesses. Having sat at every seat at a table - business owner; investor; investment banker and financial advisor, Gregory is singularly qualified to assist entrepreneurs and established companies raise capital, acquire and divest assets and structure their balance sheets.
During the course of his career, Gregory has advised on more than 100 acquisitions and/or divestitures representing total consideration in excess of $3.5 billion; he has raised more than $5 billion in equity and/or debt financing on behalf of his advisory clients. He has also successfully launched two financial services businesses and been an active private equity investor.
Having started his career with Swiss Bank Corporation, working in Zurich, London and New York, Gregory built an understanding of capital markets and business strategy as an Assistant Vice President lending to, and investing in, private equity companies like KKR and Forstmann Little. Subsequently he helped the National Cooperative Bank form an investment banking subsidiary, Cooperative Funding Corporation, while completing work for the likes of Ocean Spray, Farmland Industries, and US Central. As Managing Director of KPMG Retail Ventures, based in Washington, DC, he helped build their most successful corporate finance group in the United States, by focusing on the retail and wholesale segments of the $400 billion grocery industry.
In 1998, attracted to the independence and challenges of running his own firm, he founded a boutique investment bank, The Food Partners www.thefoodpartners.com , and grew it into the preeminent advisory bank servicing the grocery industry, with clients ranging from five store retailers to Kroger, Winn Dixie and C&S Wholesale Grocers. By 2003, Gregory was ready to focus his talents on an underserved but hard working and entrepreneurial landscape, Northern New England.
Sensing a need for financial expertise, strategic vision and access to critical capital for New England businesses, in 2005 Gregory co-founded Worth Mountain Capital Partners. With his beginnings on Wall Street, the establishment and success of Worth Mountain Capital Partners represented an example of the value to be found connecting Wall Street and Main Street as the firm acquired NSA Industries and invested in Country Home Products and Connor Homes.
Phone: 802 398 8101
Stephen C. Terry, Co-Founder
Mr. Terry brings over 45 years of experience in communication, energy and public policy to Worth Mountain Consulting's clients. With a career spanning a variety of roles: as a legislative assistant to the late Senator George D. Aiken, Managing Editor of the Rutland Herald and Senior Vice President for Corporate Affairs at Green Mountain Power, Steve's understanding of Vermont's regulatory environment and communication channels are unmatched. He brings particular experience in the areas of regulatory policy, public relations, litigation support and public policy advocacy. Steve's current consulting clients include a major Vermont utility; a large Burlington law firm; dairy food manufacturers, as well as renewable energy businesses.
Currently, Steve serves on the Board of Porter Medical Center in Middlebury. He also serves as: a Member of the Governor of Vermont's Council of Economic Advisers; past Director of the Vermont Food Bank (a state-wide anti-hunger organization); past Director of the University of Vermont Center for Vermont Research; and Chair of the Greater Burlington Industrial Corporation.
He is the co-editor of The Essential Aiken: A Life in Public Service (2004) a book of speeches and writings of Senator Aiken. He is also co-author of a biography in progress on the life of former Vermont Gov. Philip H. Hoff, which is expected to be published in 2010.
Steve has served in a wide range of state and community positions, including: Chair of the Snelling Center for Government (a leadership, public policy organization); Chair of the Vermont Community Foundation (the state's largest public charity); Chair of the Lake Champlain Chamber of Commerce; and Chair of the Vermont Press Association. As well, Steve has been active in national electric industry trade associations.
He lives in Middlebury and is the father of three grown children.