
Professionals
Scott C. Upton
Managing Director
Mr. Upton is Managing Director and Principal
with ICG Capital. His current responsibilities with
ICG cover all aspects of the transaction process from origination
to execution of merger and acquisition and private financing
transactions. Since founding ICG in 2001, Mr. Upton has executed over $500,000,000 in transaction
value and over 39 transactions, all on the current ICG platform, a feat matched by few in the Southeast.
This is important to note since most firms use past experience with much larger companies.
Mr. Upton has advised on numerous sale assignments,
buy-side transactions, private placements and various strategic
advisory assignments across a broad range of industries. Selected
industry experience includes discrete manufacturing, business
services, building materials and aggregates and metal fabrication
and related companies.
Prior to his association with ICG Capital,
Mr. Upton managed the Corporate Finance Group for Remington
Capital. In that capacity he was responsible for all
merger and acquisition advisory, private placement and strategic
advisory services. Prior to joining Remington Capital,
Mr. Upton served as Managing Director of MAI Capital Markets,
an investment banking firm focused on mergers and acquisitions
in the Financial Institutions market, as well as a variety
of other industries. Clients at MAI included The Money
Store, SouthTrust Bank and a variety of regional and commercial
mortgage banks.
Mr. Upton is also on the board of Junior Achievement
and is involved with other community and civic organizations. Mr. Upton earned
a Bachelor of Science Degree in Finance from West Virginia University. He holds
Series 7, 63 and 24 licenses with the NASD.
Joseph M Donlevy
Senior Vice
President of Business Development
Mr. Donlevy has 10 years experience working with the owners and managers of small commercial and middle market companies. His industry experience includes business services, manufacturing, and staffing. Prior to joining ICG Capital Partners, Mr. Donlevy was a Senior Vice President with Bank of America.
As a Senior Client Manager in GCIB’s Business Banking segment, Mr. Donlevy was responsible for all aspects of portfolio management and new business development of small commercial & middle market clients. Most recently at BAC, Mr. Donlevy served as the National SBA Product Manager. He was responsible for the performance and profitability of a $1B loan portfolio, the largest SBA Express portfolio in the country.
Before receiving a Bachelor of Science in Business Administration from the College of Business at East Carolina University, Mr. Donlevy was a Noncommissioned Officer in the US Marine Corps and USMC-Reserves. He also holds a Master of Business Administration from the Babcock Graduate School of Management at Wake Forest University.
Mr. Donlevy enjoys supporting the Salvation Army, Special Olympics, United Way, and the Charlotte Catholic Alumni Board among other community organizations.
Laura I. Marshall
Ms. Marshall is an associate with ICG Capital.
Her responsibilities include working on assignments with both
sell-side and buy-side clientele. This includes research, analytics
and a variety of other origination and execution related activities.
Prior to her association with ICG Capital,
Ms. Marshall spent over 15 years in the securities industry -
as a public finance banker, in fixed income trading and institutional
sales with First Tennessee Bank, A.G. Edwards. and Wachovia Securities.
Ms. Marshall is a graduate of
the University of Memphis with a Bachelor of Science Degree in Finance.
Jane E. Baynard
Jane E. Baynard is currently
a Senior Associate with ICG. Her responsibilities include research,
preparation of confidential memorandums and executing transactions.
Prior to joining ICG Capital, Jane was Vice President of Private Placements
with Interstate/Johnson Lane (now Wachovia). As a co-founder of the Private
Placements group she was instrumental in developing strategy for penetration
into the regional private corporate market. Responsibilities included managing
relationships with existing and potential clients, conducting
due diligence and writing private placement memorandums. She
was also responsible for establishing product structure and pricing
for individual debt and equity transactions in the private market.
Prior to joining IJL, Jane was Vice President of Global Finance for
NationsBanc Capital Markets (now Bank of America). Responsibilities
at NationsBanc included structuring, pricing and placing high yield
and high grade Corporate Debt.
Jane holds both a MBA and undergraduate
degree from The University of North Carolina at Chapel Hill.
Mark S. Miklosovich
Consultant
Mr. Miklosovich is a Consultant
with ICG Capital. His responsibilities include market research,
preparation and editing of offering memoranda and other marketing
related activities.
Prior to his association with ICG Capital,
Mr. Miklosovich worked over 12 years in various
business and editorial positions including positions at
Booz Allen Hamilton, the Optical Society of America and
the American Association of Cancer Research. He recently
completed a writing fellowship in St. Petersburg, Russia.
Mr. Miklosovich earned a Bachelor of Arts
in English, continuing on in Graduate Studies in English and Russian
literature from George Mason University.
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