Comprised of senior-level professionals that bring unique skills sets to every engagement, TAP’s advisory experts specialize in lending, auditing, merger & acquisitions, forensic accounting, valuation and mitigation. Their specific industry expertise includes healthcare, education, consumer-facing retail, insurance, financial services, telecommunications, and green energy.
William (Bill) Fickling, III
Mr. Fickling’s career spans early four decades in the finance sector, much of it through his family office and private investment arm, Mulberry Street Investment Company. Mulberry’s private equity investments span diverse sectors, including finance, real estate, automotive dealerships, timberlands, managed healthcare, and hospitality. Mr. Fickling’s end-to-end experience and operating know-how have helped realize nine figure profits for Mulberry, where he continues to oversee the family’s investment portfolio and serves on the board of the Fickling Family Foundation.
Mr. Fickling has also served in a key role in the restructure of the nation’s first preferred provider organization (PPO, a managed healthcare organization) and served in an M&A capacity witha major hospital management chain. He also founded, was chairman of the board, and a significant investor in a federally-insured, state-chartered bank.
Mr. Fickling graduated from the University of Georgia in 1982 with a Masters in Business Administration (MBA), specialization in finance.
A group partner with MJ Hudson in Guernsey, Matthew Wrigley has extensive experience developing and managing international real estate investment funds. Prior to his current position, Mr. Wrigley worked in Australia, at the global law firm Baker & McKenzie, where he was part of the market-leading Funds and Private Investment team.
Mr. Wrigley was also General Counsel and Global Head of Compliance for MacarthurCook Limited, a specialist fund management company listed on the Australian Securities Exchange. Following his expatriation to Singapore, he served as Chief Operating Officer of the MacarthurCook Industrial REIT, an investment fund listed on the Singapore Securities Exchange, and had several roles at AMP Capital Investors, including Business Development Manager for the Asian fund management platform and fund manager for the AMP Capital Vietnam Real Estate Opportunity Fund.
Al Razavi has a long and varied career of accomplishment in the financial industry.
Prior to joining TAP Financial Partners, he was managing director of business development for SkyPower Global (the largest solar developer in North America) and helped raise financing for a large project in Uzbekistan. Mr. Razavi has also been managing partner for a boutique advisory and placement firm in Switzerland that assisted private equity firms with fundraising requirements among institutional and family office investors in Europe and the Middle East.
Mr. Razavi started his career on Wall Street, working with firms that included Shearson Lehman Brothers, Sutro & Company, and Merrill Lynch.
James Mendelsohn is an experienced advisor and operator in financial services, specializing in small business lending, payments, and consumer finance. He has expertise in go-to-market strategies and capital transactions (debt and equity) for small business lenders, investment funds, payment processors and merchant acquirers.
Mr. Mendelsohn’s financial career includes a leadership role at Capital One where, as vice president of corporate strategy, he focused on marketing, digital, and customer experience strategy across credit card, banking, and financial services lines of businesses. He was also chief marketing and sales officer at CAN Capital, a leading non-bank provider of financing to small businesses. Working in partnership with FIS Worldpay, Mr. Mendelsohn also helped launch Liberis Finance in the U.S. and has advised numerous lenders, payment processors, and factoring companies.
Mr. Mendelsohn has a B.S. in Economics from the Wharton School, University of Pennsylvania, where he was an NSF Fellow, and an M.B.A. in Marketing from the University of Maryland.
Spence Novick’s financial industry experience includes a recent senior analyst’s role at a private credit fund where he was a key member of the originations team. He also has considerable experience in business development, identifying investment opportunities, and expertise in alternative investments.
Mr. Novick graduated from Fordham University’s Gabelli School of Business with a degree in Finance and a concentration in Alternative Investments.
An analyst at TAP Financial Partners Group, Kevin Vermeulen focuses on synthesizing and interpreting data from a variety of sources, making determinations and recommendations to stakeholders. He is also involved with the company’s business development outreach.
Mr. Vermeulen has prior experience working as an intern with financial service companies that include Blackrock, LPL Financial, and PwC, where he assisted the Financial Markets division providing due diligence and valuation services. He graduated from Penn State University with a B.S. in Finance and a focus in Corporate Innovation and Entrepreneurship.