Mark Robinson

As a premier multinational supplier of products and services to the global commercial, military, and strategic aerospace markets for over 50 years, we have earned the reputation as a "one-stop shop" among our customers. From raw materials to aircraft themselves, you can count on the staff in our specialty departments—Parts, Hardware, Raw Materials, Chemicals, and U.S. Government Sales—to understand and fulfill your specific requirements. We pride ourselves in our care and expertise in handling merchandise, from quality control receiving inspection to packaging for air and ocean international shipments. Whether shipping chemicals or jet engines, our warehouse personnel are trained to deal with sensitive and high-ticket items. AOG, temperature-controlled, and hazardous materials shipments are part of our daily routine. Product diversity and superior customer service have been our hallmark for 54 years. Let our achievement contribute to your success. We don't just take orders—we take on the responsibility to assure satisfaction for each transaction, every step of the way. www.ctcoa.com

Calusa Capital Partners is no longer evaluating acquisition opportunities. For deals that align with CTCOA, please contact me directly: mark@ctcoa.com

Originally formed to manage a portfolio of domestic and international private equity direct investments in healthcare, the firm expanded to provide project based consulting services across a wide variety of industries covering topics such as corporate strategy, business development, capital structure optimization, turnaround/restructuring, operational improvement, valuation, and IT planning, implementation, and management. For a list of representative projects and industry experience, please see below.

As the first Associate (later Senior Associate) at Cognitive Capital Partners, a private equity firm that specializes in small to middle market leveraged buyouts, I was responsible for sourcing, analyzing, and monitoring private equity investments. This included evaluating stand-alone acquisitions, strategic acquisitions, and management lift-outs. The position required the preparation of monthly and quarterly financial reports for limited partners, and included performing quarterly valuations. Further, I was responsible for the preparation of the quarterly Board of Director presentations. In addition, I partnered with senior executives of portfolio companies in preparing budgets and long-term forecasts, analyzing accounts receivables, and evaluating capital expenditures, among other operational items. These activities resulted in real-time business decisions, and set the framework for the Board of Director meetings.

During my time at InterOcean, I created policies and procedures that allowed the company, a startup Broker/Dealer and Registered Investment Advisor headed by my former Oppenheimer manager, to grow from inception to $800 Million in assets under management (AUM) and 35 employees. During this period of growth, I was chosen to trade model portfolios on behalf of Institutional Investment Managers (U.S. domestic equities, foreign equities, and ADR's) in order to build out our separately managed accounts program. In addition, I researched, monitored, and traded equity, option (collars, spreads, 3-ways, etc.), and fixed income positions for our brokers. These activities required me to act as a liaison between the firm and its Prime Brokers, Clearing Firms, and Custodians (Bear Stearns, JP Morgan, Fidelity and Schwab; among others) to reconcile trades, resolve trade discrepancies, and process the movement of cash and securities. Lastly, I directed the integration of IT operations, computer hardware, operating systems, communications, software applications, and data processing. This included purchasing and configuring desktops, laptops, routers, switches, servers, and mobile devices. Further, I provided desktop, hardware, software, and mobile support across the organization. In 2007, as a result of these activities, CDW recognized me as a thought-leader in the IT industry with an invitation to join their Advisory Board; a position I hold to this day. CDW is a publicly-traded (NASDAQ: CDW) provider of technology products and services for business, government and education.

After moving our five person team to RBC, I took an active role in business development and relationship management by preparing and delivering client presentations to high-net-worth individuals. These presentations required significant analytical work, and advanced knowledge of Bloomberg, Morningstar Advisor Workstation, Ibbotson, and InvestmentView; among other software applications. Given the team’s focus on fee based asset management, I spent much of my time researching and monitoring private equity funds, hedge funds, fund of funds, institutional investment managers, mutual funds, and ETF's. In addition, I researched, monitored, and traded equity, option, and fixed income positions for our transaction based clients. Accordingly, I was selected to trade, alongside the Senior Partner, $5 billion dollars of agency bonds on behalf of an institutional client over the course of my 4 years with the firm. Lastly, I marketed equity derivative solutions to our existing client base (prepaid variable forwards, collars, and equity-linked securities) in an effort to reduce single stock exposure and increase diversification.

During my tenure at Oppenheimer, I propelled the Chicago branch office to the number one producing syndicate office in the entire CIBC retail network (then CIBC Oppenheimer); a distinction held post-acquisition. In addition, I researched, monitored, and traded equity, option, and fixed income positions for a Fundamental Equity Portfolio Manager and a team of Account Executives, resulting in assets under management (AUM) to increase every year. Further, I partnered with the Corporate and Executive Services group to provide solutions to the firm’s investment banking clients, and was selected to trade, alongside the Senior Partner, $3 billion dollars of agency bonds on behalf of an institutional client over the course of my 4 years with the firm. Lastly, during this time, I executed over $45 Million of domestic and international private equity transactions for an ultra high net worth (UHNW) Venture Capitalist.