Morningside Group Expands Team with Sam Shrivatsa as Principal
Portflio - People | Jan 27, 2025 | EIN
Morningside Group, a management and advisory firm located in Beachwood, Ohio, has announced the appointment of Sam Shrivatsa as Principal effective from January 1, 2025. With over 25 years of leadership experience, Shrivatsa has held executive roles in financial analysis, post-merger integration, and IT transformation among others. Additionally, Morningside Group has also onboarded seven executive advisors throughout 2024, including Micheline Care, Joe Monroe, Mark Paine, Laura Redinger, Zachary Roper, Joseph Sponseller, and Gary Townsend. These professionals bring diverse expertise spanning finance, analytics, capital markets, operational efficiency, and M&A processes, collectively enhancing Morningside's advisory and management capabilities. Known for tailored solutions and strategic guidance, Morningside Group specializes in financial operations and technology solutions for companies, providing interim management and strategic senior-level advice primarily in the realms of M&A support.
Sectors
- Management Consulting
- Financial Services
Geography
- United States – Morningside Group is headquartered in Beachwood, Ohio, and the article describes their activities and expansions in the U.S.
Industry
- Management Consulting – The article discusses Morningside Group, a firm specializing in providing management and advisory services to businesses.
- Financial Services – The expertise of the new appointees spans financial operations, private equity, capital markets, and mergers & acquisitions, indicating a strong focus on financial services.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Morningside Group | Advisory Firm | Company | A management and advisory firm headquartered in Beachwood, Ohio, providing strategic guidance and tailored solutions to businesses. |
| Sam Shrivatsa | Principal Appointee | Person | With over 25 years of experience in executive roles across diverse industries, he has a strong background in financial analysis and operations management. |
| Micheline Care | Executive Advisor | Person | Former Advisory Board member with over 25 years of experience in human resources, specializing in organizational effectiveness and leadership development. |
| Joe Monroe | Executive Advisor | Person | Former CFO with over 40 years of experience in finance, known for his leadership in M&A processes and operational growth. |
| Mark Paine | Executive Advisor | Person | Specialist in operational finance and AI-driven solutions, focusing on ERP implementation and process automation. |
| Laura Redinger | Executive Advisor | Person | Seasoned finance professional with deep expertise in private equity and capital markets, leading acquisitions and integrations. |
| Zachary Roper | Executive Advisor | Person | Specializes in CFO solutions and financial reporting, with a focus on small to midsize companies. |
| Joseph Sponseller | Executive Advisor | Person | Veteran of banking and manufacturing industries, with a focus on analytics and operational efficiency. |
| Gary Townsend | Executive Advisor | Person | Expert in strategic financial management, guiding organizations through transitions and M&A transactions. |