Board of Advisors
Pearson Partners is grateful to its advisory board of leading thinkers for their business insight and industry-specific acumen as well as assistance in making introductions and forging business relationships. The board of advisors meets quarterly to review Pearson Partners' business progress and provide counsel to ensure long-term success.
As we are frequently engaged to identify and place board directors for our clients, we personally see the value of having such governance and structure within our own organization with both a board of directors and a board of advisors. Our founder Bob Pearson, who is the former CEO of LAI Worldwide and took the firm public, firmly believes in the tenets of gaining strong, external insight to run the most effective, efficient and profitable organization.
Advisory board members include:
Executive Vice President and Chief Human Resources Officer
El Segundo, CA
Joe Bosch is executive vice president and chief human Resources officer for DIRECTV. He is also an elected officer of the company. Joe is responsible for leadership development and talent acquisition, development and deployment. He oversees executive recruitment and talent management, compensation, workforce performance, organizational alignment, training and development, employee and labor relations, HR business consulting, employee benefits, employee communications, corporate events, corporate citizenship and diversity for all business units companywide.
Prior to joining DIRECTV, Bosch was senior vice president of human resources for Centex Corporation, where he built a world-class human resources function that was organized to support the home builder's business model. He also helped establish a corporate-wide approach to talent management and leadership development.
Prior to Centex, Mr. Bosch served for two years as senior vice president of human resources for Tenet Healthcare Corporation. Tenet's operations included more than 77,000 employees. Before that, Mr. Bosch served for seven years as chief people officer at Dallas-based Pizza Hut Inc., a unit of YUM! Brands Inc.
Mr. Bosch also spent nine years at Pepsi-Cola North America in a series of increasingly responsible positions in human resources, culminating in his role as vice president of employee relations for Pepsi-Cola East. In addition, he served in the U.S. Army for three years. Mr. Bosch received a bachelor's degree from Cornell University.
Robert A. "Bob" Estrada
Chairman of the Board and Chief Compliance Officer
Fort Worth, Texas
Learn more about Bob in our Searchlight profile
Robert Estrada joined Pearson Partners' Advisory Board in 2007. He is co-founder of Estrada Hinojosa & Company, Inc., a public finance investment banking firm with strengths in providing municipal financial advisory and bond underwriting services. Estrada Hinojosa is the preeminent Hispanic-owned investment banking firm in the United States.
In addition to his role as Chairman, Bob's extensive experience of active bond law practice in tax-exempt securities and investment banking enhances his other key role as chief compliance officer. His participation in more than 800 major municipal bond financing projects totals more than $40 billion, while his leadership qualities have led to his election to the board of directors of the MSRB, where he served as chairman during 1999-2000. Bob served as chairman of the MAC of Texas in 2001. From 1990-1993, he served on the board of directors for the Student Loan Marketing Association (Sallie Mae) in Washington, D.C. He has also served as president of the prestigious Dallas Assembly, and works with numerous other civic, cultural arts, and community-based organizations. Bob has been cited by Hispanic Business magazine as one of the 100 Most Influential Hispanics in America.
Bob received his B.S. degree and Doctor of Jurisprudence degree from the University of Texas. In addition, he is an attorney at law, active member of the Texas Bar Association, and a Registered Principal with the MSRB. Bob served on the Board of Regents for the University of Texas System from November 2001 until February 2008, where he was chairman of the Audit Committee. He also served on the board of directors of the Federal Reserve Board of Dallas from 2004 to 2010. Bob serves on the Board of Directors of Oncor Electric Delivery, LLC, and chairs its Audit Committee.
James "Jim" Flynn
Chief Executive Officer
Learn more about Jim in our Searchlight profile
Jim Flynn joined Pearson Partners' Advisory Board in 2011, and is the chief executive officer of Wingstop Restaurants, Inc. Previously Jim was president of Trident Management Consulting Corporation, specializing in retail and restaurant clients. Prior to Trident, Jim was president of Al Copeland Enterprises, the parent company of Popeyes Famous Fried Chicken and Biscuits and Church's Chicken, and was with Phillips-Smith Specialty Group, a venture capital firm, where he identified investment opportunities, served as chief executive officer of Hearing Masters, a portfolio market test company, and worked on several troubled portfolio companies. Earlier in his career Jim was with McKinsey and Company.
Managing Principal, ZS Associates
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Director, Pearson Partners International, Inc.
Sanjay Joshi joined Pearson Partners' Board of Directors in 2010 and has served on the firm's Advisory Board since 2009. He is managing principal of ZS Associates, a global management consulting firm specializing in sales and marketing consulting, capability building, and outsourcing. Previously, Sanjay was president of Meadow Capital, an investment and advisory firm focused on accelerating the growth of small and midsized firms, and managing director of Bainbridge Capital.
Prior to founding Meadow Capital, Sanjay was Wipro's chief executive, global programs and consulting. He had previously served as vice chairman and member of the board of Wipro Spectramind (Wipro BPO). Earlier in his career, Sanjay was the chief marketing officer at Infosys Technologies, was part of the core leadership team that launched the internet startup FreightWise, served as senior engagement manager and associate partner at McKinsey & Company, and was a research and development engineer at Multiflow Corp., a Connecticut supercomputer maker.
He serves on the Membership Committee of the Young Presidents' Organization, North Texas chapter; is a charter member of The Indus Entrepreneurs; and serves on the Leadership Council of the America-India Foundation in Dallas.
Sanjay has a master's degree in business administration from the Kellogg Graduate School of Management at Northwestern University, a master's of science degree in computer science from Pennsylvania State University, and a bachelor's degree of technology in computer engineering from BIT in India. He is also a graduate of the Oxford-Georgetown joint program in international management.
Rex Kurzius joined Pearson Partners' Advisory Board in 2010. Rex is a serial entrepreneur. Since the age of 23 he has started and sold numerous companies, including Resulte Universal, Resulte Healthcare, and Virtual Village. His vision has resulted in tremendous growth and recognition for his companies, earning awards for the Deloitte Technology Fast 500, the Texas Crescent Technology Fast 50, the Dallas 100 and MTBC Tech Titans, as well as being named one of the fastest-growing companies in Dallas, in Texas and in America by INC. Magazine.
Today, Rex focuses his time working as an M&A advisor and an investor in LRK Partners, a holding company, headquartered in Frisco, Texas, that makes investments and operates several businesses, including Timberhorn Healthcare, Timberhorn IT Solutions, Timberhorn Accounting and Finance, Harvester Media, as well as a company specializing in medical tourism. Each one is a wholly-owned subsidiary of LRK, operating under its own management, production, and sales teams. Because it is Rex's mission to give back to the community, each of these management teams has the opportunity to earn equity in the business, based on the growth and success of the organization.
Rex is also very active in the community as the former chairman of both the North Texas Chapter of the Young Presidents Organization and the Dallas chapter of Entrepreneurs Organization. He is currently involved with the Society of International Business Fellows and serves as a member of the Board of Directors of the Dallas Summer Musicals. Rex was recognized by the Dallas Business Journal among the "Best and Brightest Business Leaders"¯ in its annual 40 under 40 survey. As a young man, he achieved the rank of Eagle Scout as a member of the Boy Scouts of America. He earned a Bachelor's degree in Business Administration and a minor in Latin American Studies at Southern Methodist University in 1996. Rex lives in Frisco, Texas, with his wife, Tina, and their three children.
Dallas, Texas and Birmingham, Alabama
Greg Langston joined Pearson Partners' Advisory Board in 2011, and is a founding partner of CresaPartners. Greg brings two decades of commercial real estate experience equaling $3.8B in transactional value. Greg's experience includes advising, managing and negotiating corporate office and industrial leases, build-to-suits, building sales/dispositions, land sales/acquisitions, project management and state and local incentives throughout North America. Greg's professional credentials include the prestigious Certified Commercial Investment Member (CCIM) designation from the Commercial Investment Real Estate Institute of Chicago. Greg is also an active member in the North Texas Commercial Association of Realtors (NTCAR) and currently serves on the College of Arts & Sciences Leadership Board and Alumni Council at the University of Alabama.
Rosalyn T. "Roz" Mallet
Chief Executive Officer and President
Learn more about Roz in our Searchlight profile
Rosalyn T. (Roz) Mallet, Chief Executive Officer and President of PhaseNext Hospitality, joined Pearson Partners' Advisory Board in 2011. Roz has over 30 years of experience in the restaurant and hospitality industries. She previously served as president and chief operating officer of Caribou Coffee Company Inc., after serving as chief operating officer of the cafe and bistro chain la Madeleine French Bakery and Cafe. Ms. Mallet previously served as the senior vice president of human resources at the Carlson Companies and senior vice president of human resources and corporate services for Carlson Restaurants. She served in executive positions in human resources, training and franchising with Applebee's International and co-founded American Service Management Resources, a consulting firm specializing in human resource consulting and recruiting for the hospitality industry.
Retired Former Chairman and Chief Executive Officer
Bell Helicopter Textron
Fort Worth, Texas
John Murphey joined Pearson Partners' Advisory Board in 2008. Former chairman and chief executive officer of Bell Helicopter Textron, Murphey retired in December 2004 after 40 years with the aerospace and defense-related businesses. Shortly thereafter John became CEO of AgustaWestland's U.S. operations with responsibility for the US101 Presidential Helicopter Program. After leading the company in winning this important work, John retired from AgustaWestland in 2005. John brings more than 40 years experience in engineering, manufacturing, sales and services in the aviation business. He served in a broad range of positions within Bell Helicopter and other Textron divisions during his career.
John earned a bachelor's degree in business administration from Texas Wesleyan University and a master's degree in business administration from Texas Christian University.
Robert J. "Bob" Potter, Ph.D.
President & CEO
Dr. Robert J. Potter joined Pearson Partners' Advisory Board in 2007. Dr. Potter is president and chief executive officer of R. J. Potter Company, a consulting firm dedicated to helping optimize business performance. He serves on the board of directors and as an active member of the audit or compensation committees for Zebra Technologies, Molex and Cree as well as private companies SpeedFC and The Bradshaw Group.
Bob formerly served as president and CEO of Datapoint where he led the computer company's turnaround to profitability by improving product introductions, marketing and customer service. He also served as group vice president of Nortel Networks where he helped raise sales to over $1.2 billion, introduced the Meridian line and oversaw the operations of some 6,000 employees. Earlier he served as senior vice president and chief technology officer with International Harvester, division president with Xerox and research manager with IBM.
Bob serves as an active business and technology consultant to investors, private firms and public companies. He supports companies in reaching business and financial goals by providing strategy and analysis to help improve performance, profitability and valuations.
McKinsey & Company
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Director, Pearson Partners International, Inc.
Warren Strickland joined Pearson Partners' Board of Directors in 2012 and has served on the firm's Advisory Board since 2011. He is currently the owner of Ranger Ventures, where he is active in several private equity and real estate investments.
Warren is a director emeritus of McKinsey & Company, from which he recently retired as a director. Warren was with McKinsey for almost 25 years where he was an industry expert in Oil & Gas, Electric Power, Consumer Packaged Goods, and Industrial Products. He was most recently the global leader of McKinsey's Organization Design Practice, which represents 27% of McKinsey's work. He also conceived and led McKinsey's Performance Ethic¯ research on high-performing organizations. This over-five-year research project resulted in more than 200 Performance Ethic engagements, and led to follow-on research which has created McKinsey's proprietary Organization Health Index (OHI).
Warren earned an MBA from University of Pennsylvania - The Wharton School, and a BS in Mining Engineering, with High Distinction, from the Mackay School of Mines, University of Nevada-Reno.
Chief Financial Officer
Craig Sutton is the chief financial officer of Rasa Floors LLC. Rasa Floors is the leading provider of flooring services to the multi-family industry in the Southwest, with nine service centers serving markets in Texas, Oklahoma, Arkansas and Louisiana.
Craig was formerly a senior private banking relationship manager with Northern Trust, NA in Dallas, where he led the largest practice in Texas, providing private banking, trust and wealth-advisory services to affluent individuals. Previously Craig was executive vice president of First City Bank in Dallas and has held senior leadership positions with Texas Commerce Bank, N.A., and InterFirst Bank Dallas.
As a commercial banking executive, he managed a $1 billion loan portfolio, including oil and gas and commercial real estate loans. Working as an executive in private, community and retail banking, Craig has managed more than $1 billion in assets and more than 500 staff members.
In his position as an oil and gas industry executive and international project finance specialist, Craig has led several financing initiatives of more than $100 million each. Past roles also include director of management information systems development, financial and management consultant, litigation support consultant, and mediator.
In addition to two years of engineering studies and specialized mediation training, Craig earned both a bachelor's degree in finance and a master's of business administration degree in finance from Texas Tech University in Lubbock.
Thomas C. "Tom" Walker
Brittany Partners, L.L.C.
Tom Walker joined Pearson Partners' Advisory Board in 2008. Tom is president of Brittany Partners, LLC, a firm providing merger and acquisition consulting services to both public and privately held corporations. Previously Tom served as chairman and chief development officer of SOURCECORP (NASDAQ-SRCP), a company he co-founded in 1994 as F.Y.I. Incorporated. To fuel its growth, the company acquired 74 companies and divested 23 others to create a leading national provider of business process outsourcing (BPO) solutions involving document and information management, specialized knowledge-based processing and consulting services. By 2005 revenues had grown to $416 million with approximately 6,000 employees in 90 locations. In July 2006, SOURCECORP was acquired by Apollo Partners, L.P., a leading private equity firm, in a transaction valued at $475 million.
SOURCECORP was cited among the Top 100 Hot Growth Companies by Business Week magazine, twice recognized by Forbes magazine as one of the 200 Best Small Companies, and cited by Fortune magazine as one of America's Fastest Growing Public Companies. In 2003, the Association for Corporate Growth recognized SOURCECORP as the winner of the Emerging Growth Company Award based on growth results from 1996-2001.
During his career, Tom has been responsible for the acquisition or divestiture of more than 200 businesses over a 40-year period. He has completed transactions in the waste management industry with B.F.I. and Laidlaw Waste Systems as well as transactions in the real estate, financial services and technology sectors. He served for four years as the non-executive chairman of the board of RenewData Corporation, a leader in electronic evidence discovery.
Tom holds a bachelor's of science degree in Industrial Engineering from Lafayette College and is a former U.S. Naval Aviator. A former age group All American Tri-athlete, he is conversant in French and Spanish.
Admiral James "Jim" Walley, Jr.
CE2 Solutions Inc.
Learn more about Jim in our Searchlight profile
A retired two-star Rear Admiral, Walley is president of CE2 Solutions Inc., a Dallas-based consulting company focused on construction and real estate development. Walley brings over three decades of public- and private-sector experience as a construction contractor, engineering consultant and owner's representative.
Walley served for 34 years in various capacities with the United States Navy. His final position with the Navy was Deputy Commander of Naval Facilities Engineering Command, where he oversaw a 750-person engineering field activity. He also performed construction contract administration on projects ranging from office buildings and military housing to a rocket fuel facility and a 650-bed hospital. Walley served two tours of duty in Vietnam and provided direct operational support for Operation Desert Storm and Operation Iraqi Freedom. He earned numerous decorations over the course of his military career, including the Navy Distinguished Service Medal, Legion of Merit award, Combat Action Ribbon, two Meritorious Service Medals, four Navy Commendation Medals and a Navy Achievement Medal with Combat V.
In the private sector, Walley served as Director of Commercial Construction for Archon Group/Goldman Sachs where he was responsible for execution of more than 400 of Archon's projects. He also provided consulting services to other Goldman Sachs operating partners. Walley founded CE2 Solutions, Inc. in 2005. The firm provides owner's representation services to developers, property owners, financial institutions, hospitals and legal firms.
A registered professional engineer, Walley is a Fellow in the American Society of Civil Engineers and a Neutral with the American Arbitration Association. He serves as president of The Wealth of Nations, Inc., a nonprofit corporation whose goal is to foster capitalism in the United States through educational outreach programs. Walley earned a B.S. in civil engineering from Tulane University, an M.S. in civil engineering from George Washington University, and an M.B.A. from the University of Southern Mississippi. He is a Registered Professional Engineer in Texas and Virginia and is a Fellow in the American Society of Civil Engineers.