William & Henry Associates has highly experienced professionals to lead your transaction. This group is supported by a complement of Associates, Analysts and administrative support. Professionals come from diverse backgrounds including investment banking, CEO/President/CFO/Treasurer/Controller of public/private companies, management consulting, public accounting and private equity.
Our professionals, who have executed many transactions, have investment banking experience spanning a wide array of investment banks – including bulge bracket firms (such as Salomon Brothers), international firms (such as Schroder Wertheim), and boutique firms (such as Barrington Associates).
Chairman, President, and CEO
Mr. Iannini has over 25 years of investment banking/financial experience. He has held senior positions at Salomon Brothers, Schroder Wertheim, Barrington Associates, a division of Wells Fargo Securities and Greif & Co. During his career, Mr. Iannini has executed over 200 transactions for both large capitalization public companies such as Avon Products, Xerox, Eastman Kodak, Toys R Us, Hilton Hotels and Textron as well as for small and medium-size entrepreneurial and private businesses. In 2013 and 2018 the Los Angeles Business Journal named Mr. Iannini as one of the most influential M&A advisors who has advised on some of the biggest, most challenging and important transactions in the region. Mr. Iannini has been quoted and interviewed many times in various publications regarding his expertise in mergers and acquisitions. Such publications include The Deal, Variety, The Wall Street Journal, Los Angeles Times and Los Angeles Business Journal.
In terms of mergers and acquisitions, Mr. Iannini has worked on both domestic and cross-border transactions including the sale/restructuring of Security Pacific Asia Bank Ltd. for Bank of America, the sale of Avon's Apparel Fashion Division, Textron's acquisition of Cessna and the sale of the Petrie stake in Toys R Us; among many others. He has expertise in completing transactions in a variety of industries including consumer products, aerospace/defense, consumer services, manufacturing, distribution, technology, business services, retail, hospitality, health care and financial services. Middle-market transactions completed by Mr. Iannini include the sale/recapitalization of Intercontinental Art to Madison Dearborn, the sale/recapitalization of KBell Socks to Compass Equity, the sale of Arrow Paper and Food to U.S Foodservice, the sale of Entertainment Data to AC Nielsen, the acquisition of Bushman's of Australia by Channell Commercial Corporation, the acquisitions of RMS Electronics, Standby-Electronics (Canada) and A.C. Egerton Holdings PLC (United Kingdom) by Channell Commercial Corporation as well as the acquisitions of Meridian Technology and Carbon Copy Ltd. by Microcom; among many others. In terms of financing, Mr. Iannini has worked on transactions, which have raised over $5 billion of public and private common equity, preferred equity, senior debt and subordinated debt.
Mr. Iannini also has significant experience from the "client" side of transactions. He was treasurer and vice president of corporate development at Viad Corp (NYSE:VVI), a $3 billion conglomerate, and directed a team of investment bankers from Lehman Brothers and Salomon Brothers in the $1.8-billion spin-off of MoneyGram. At Viad, he was the Chairman of the Investment and Acquisition Committees. His treasury duties included the management of the Company's $7 billion securities portfolio, pension plan, working capital/cash management in addition to his responsibilities for the Company's capital markets activities including the commercial paper program, medium term note program and the successful completion of a new $425 million revolving credit facility with a syndicate of fifteen major domestic and international banks.
In addition, he served on the Board of Directors of Channell Commercial Corp (NASDAQ: CHNL) where he was a member of both the Audit Committee and Compensation Committee.
Mr. Iannini has also served as an adjunct professor of accounting at UCLA. He has spoken at various industry and trade show events such as the Association for Corporate Growth and American Electronics Association. Prior to his career executing strategic transactions, Mr. Iannini was a senior accountant with Arthur Andersen & Co. where he earned his CPA accreditation. He has a BS in Accounting, Magna Cum Laude, from the Carroll School of Management at Boston College as well as an MBA, Summa Cum Laude, from the Anderson School of Management at UCLA. Mr. Iannini is an avid college football fan and in particular all sports relating to Boston College. He is a member of the California Yacht Club, Pacific Palisades YMCA, Los Angeles World Affairs Council and served on the Loyola Marymount President’s Council.
Head of Southern California Region
Matt Dawson is a Managing Director with William & Henry Associates and possesses over 14 years of financial advisory and corporate finance experience. Mr. Dawson has participated in a variety of engagements, including mergers and acquisitions, private capital placement and strategic advisory services. Prior to joining William and Henry, Mr. Dawson was with Barrington Associates, a division of Wells Fargo Securities. Mr. Dawson has worked with companies in numerous industries, including healthcare; consumer products; agriculture and food research; maintenance, repair and overhaul (MRO) services and electronics. Mr. Dawson led the day-to-day execution on the sale of Nix Check Cashing to Kinecta Federal Credit Union and was on the teams that completed the sale of Westbread to Monsanto, the sale of Spencer N. Enterprises to Ancor Capital and the sale of Pasternack Enterprises, Inc. to Windjammer Capital. Before joining Barrington Associates, Mr. Dawson played professional football with teams in the NFL and Arena Football League.
Following his freshman year at the United States Naval Academy, Mr. Dawson transferred to the Wharton School at the University of Pennsylvania. While at Wharton, Mr. Dawson was a member of the varsity football team and received a bachelor of science in management and finance. Mr. Dawson is a licensed motorcycle racer, outdoor enthusiast and licensed pilot.
Yael Lustmann has over 20 years of experience in a wide range of business, advisory and legal environments, including acquisition, financing, joint ventures and restructuring transactions in several industries and countries.
Ms. Lustmann was a senior corporate attorney for over 10 years at leading international law firms, Debevoise & Plimpton LLP in New York and Bingham McCutchen LLP in Los Angeles. She led a diverse range of corporate matters, with a focus on private and public M&A, private equity, and acquisition, mezzanine and asset-backed financing. Ms. Lustmann worked on deals in media and entertainment, technology, food and beverage, manufacturing and defense. Subsequently, she was a Managing Director at Cohen & Associates, where she managed the identification, evaluation, marketing and financing of syndicated real estate acquisitions.
In addition to her investment and legal experience, Ms. Lustmann is an entrepreneur who launched a new frozen dessert retail concept, including financing, branding, product development, and corporate structuring. She also co-founded a cybersecurity startup that developed technology enabling users to protect shared information in online environments.
Ms. Lustmann served two years in the Israel Defense Forces (IDF).
Ms. Lustmann received her M.B.A. from the Anderson School of Business at UCLA and her law degree from Yale Law School and the Hebrew University in Jerusalem. Ms. Lustmann is admitted to the bars of California, New York and Israel.
Head of Healthcare
Mr. Fitzpatrick has over thirty years of experience in the healthcare industry. He has held senior positions at AmerisourceBergen, Smith & Nephew. Pfizer, National Medical Care, CooperVision and American Hospital Supply. During his career, Mr.Fitzpatrick has commercialized hundreds of products in over thirty six different countries. He has designed, developed and launched products for small, medium and large medical device companies. Mr. Fitzpatrick has deep experience across all medical specialties. He has directed large teams commercializing surgical instruments, capital equipment, disposable and implant products. He has extensive experience working with inventive surgeons with respect to product development. During his tenure at Smith & Nephew, he designed, implemented and managed the InVentures program. This unique program set an industry standard and is one the one of the fastest prototype development programs in the medical industry. As Director of Sales & Marketing for Smith & Nephew, he participated in the acquisitions of various orthopedic medical device companies.
In terms of product innovation, he was instrumental in the development of the first arthroscopic hip instruments in the United States. The inventor & author, Dr. Thomas Byrd acknowledges Mr. Fitzpatrick's contributions in his book, Hip Arthroscopy. Mr. Fitzpatrick's vast Sports Medicine experience has allowed him to work with many of the top surgeons around the world. This includes working with many of the team physicians from the NFL. He has worked with surgeons operating at some of the most prestigious hospitals in the world. As Director of Marketing & Key Accounts, Mr. Fitzpatrick managed hundreds of surgeons under contract as surgical advisors. As Director of Compliance, he also played a critical role implementing new corporate policies based on the Department of Justice activities & findings in the medical device industry. And he has headed up several teams recruited to turn around medium size medical device companies.
Mr. Fitzpatrick has been a guest lecturer at Dean College and spoken at both medical device trade shows as well as industry events. He has a BS in Marketing Cum Laude, from the Carroll School of Management at Boston College and an MBA from Babson College. He also enjoys hiking, fishing and watching football.