Credits

Healthcare

As the healthcare sector has grown, so has our practice. It includes providers, practice group administrators, diagnostics, medical devices and products and services that support all segments of the healthcare industry.

Selected Credits

Anodyne Health Partners (backed by Brook Venture Partners, Frontier Capital, and Brooke Private Equity); A fast-growing healthcare information technology company
•  Senior Vice President of Sales

Care Anyware (backed by Lovett Miller); A leading home care technology company that delivers web-based and mobile applications
•  Vice President of Sales and Marketing

EMS Management and Consultants; An emergency medical service billing services company
•   Chief Operating Officer

iLiant (backed by Wakefield Group, Lovett Miller & Co., and Jefferson Capital); A business service provider that delivers application hosting services, consulting, and practice management solutions for physician practice groups, clinics, ambulatory surgical centers, and ambulance companies.
•  Chief Operating Officer

Mediware Information Systems (NASDAQ: MEDW); A leading provider of best-of-breed clinical information systems to the health care industry in three areas: pharmacies, blood banks and surgical suites
•  Vice President of Marketing and Communications
•  Vice President of Human Resources

National Seating & Mobility (backed by Bank of America Capital Investors); A rehab services company providing specialized seating, mobility, and position services for severely physically-challenged individuals
•  Chief Operating Officer

Novant Health System; A large not-for-profit multi-hospital system
•   Chief Financial Officer
•   Senior Vice President, Operational Finance
•   Senior Director, Patient Financial Services
•   Senior Director, Health Information Management
•   Senior Director, Patient Access
•   Senior Director, Finance
•   Director of Tax and Benefits

OrthoCarolina; One of the largest physician-owned orthopedic practices in the country
•  Chief Financial Officer (promoted to CEO)
•  Chief Operating Officer

Ortho Montana; The largest and most comprehensive physician-owned orthopedic practice in Montana
•  Chief Executive Officer

Senior Whole Health (backed by Noro-Moseley Partners, SSM Ventures, New Capital Partners, and Council Ventures); A fast-growing Senior Care Organization (SCO) focusing on coordinating health care benefits, social services, and support services for seniors eligible for Medicare and Medicaid
•  Chief Financial Officer

University of Missouri Columbia School of Medicine; A large Midwestern school of medicine and its multi-specialty physician group
•  Senior Associate Dean for Administration and Finance
•  Executive Director, University Physicians

Wake Forest University Physicians; a 550+ physicians faculty practice
•  Vice President for Wake Forest University Physicians

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Manufacturing/Business Services
Our expertise in manufacturing/business services spans all operational and strategic roles critical for our clients' success. Our experts serve both global and local players with functional experience ranging from Vice President, Operations to CEOs.

Selected Credits

Aaron Industries (backed by BB&T Capital Partners); A private label, over-the-counter pharmaceutical manufacturer
•  Chief Financial Officer

Augusta Coating and Manufacturing (backed by Geneva Merchant Banking Partners); A contract manufacturer that designs, fabricates, and coats (electro and powder) parts for the non-automotive OEM
•  President
•  Vice President, Sales
•  Director of Operations

C.C. Dickson Company; An HVAC distribution company
•  President
•  Vice President of Operations and Sales
•  Director of Information Technology

CPP International; A privately held consumer paper product company
•  Vice President of Marketing
•  Vice President of Sales

Fresh Foods, Inc.; A privately-owned $285MM manufacturer and distributor of processed food products
•  Chief Financial Officer
•  Vice President, Human Resources

General Dynamics, SATCOM Technologies; An industry-leading manufacturer of ground-based satellite equipment (known as Tripoint Global prior to merger)
•  Chief Financial Officer
•  Director, Export – Import Compliance

Monaghan Group; A project-based finance and accounting staffing firm
•  Chief Operating Officer

NACCO Materials Handling Group, Inc. (NMHG); A global leader in the lift truck business with key market share positions in the Americas and worldwide
•  Director, Supply Chain Americas

Naumann Hobbs Material Handling (backed by Thayer/Hidden Creek); One of the country's leading full-service material handling dealerships
•  Chief Operating Officer

N.B. Handy; A distributor of residential and commercial HVAC and roofing materials
•  Director, Business Development

National Gypsum; The second-largest gypsum wallboard manufacturer in the United States
•  Vice President, Finance

Plan Express (backed by SSM Partners and Frontier Capital); A fast-growing document logistics technology company
•  President & Chief Operating Officer
•  Vice President of Sales

Radiator Specialty Company; A manufacturer of specialty automotive accessories
•  Chief Executive Officer
•  Vice President, Business Development

Southern Pump and Tank; A petroleum equipment distributor and service provider
•  Chief Financial Officer (promoted to Chief Executive Officer)
•  Vice President, Sales

Surfaces (backed by Geneva Merchant Banking Partners); A manufacturer, distributor, and installer of solid surface products for commercial and residential markets
•  President

US Synergetic (backed by Falfurrias Capital); An engineering service provider for the utility and telecommunications industries
•  Chief Executive Officer
•  Chief Financial Officer 

Wastequip (backed by Odyssey Investment Partners); The largest manufacturer of equipment used to collect, process and transport solid, liquid and recycled waste materials
•  Vice President, Marketing

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Not-For-Profit
Sockwell has served the not-for-profit market since the firm's inception. Our clients include chambers of commerce and economic development organizations, community development groups, cultural/arts organizations, education (K-12, higher and related organizations), foundations, human service organizations, and professional and trade associations. These clients include private, public-private partnership, and public organizations.

Selected Credits

Asheville Area Chamber of Commerce; A partnership of more than 2000 businesses, organizations, and coalitions and the third largest Chamber in North Carolina
•  President & CEO

Charlotte Regional Partnership; A public/private economic development partnership for a 16-county region
•  President & CEO

Discovery Place; One of the country’s finest science centers, headquartered in Charlotte, NC with two satellite locations
•  Chief Financial Officer
•  Vice President, Development
•  Vice President, Discovery Experiences

Kentucky Cabinet for Economic Development; The primary state agency in Kentucky responsible for growing technology-based jobs and companies
•  Commissioner for New Economy

Mayerson Foundation; A private foundation focused on education issues in Ohio
•  President

MetaCyte; A Louisville life sciences accelerator/incubator
•  President

North Carolina Chamber; North Carolina’s state Chamber of Commerce
•  President and Chief Executive Officer

Northwest Evaluation Association (NWEA); A national educational assessment organization based in Portland, OR
•  Chief Executive Officer
•  Vice President, Research & Development
•  Director, Government Relations 
•  Director, Test Services
•  Director, Advanced R&D
•  Director, Professional Development

Queens University; A private, Presbyterian university
•  Dean, McColl School of Business (promoted to President)
• Chief Financial Officer & Vice President of Administration

Research Triangle Park Foundation; The managing entity for the world-renowned, 6,000-acre Research Triangle Park
•  President & CEO

United Way of Central Carolinas; A human services non-profit serving Charlotte and surrounding areas
•  Chief Executive Officer

University of Missouri; A large, land-grant university
•  Director of University Research Parks

Wake Forest University Piedmont Triad Research Park; 200-acre urban, mixed use research park
•  President

Wisconsin Automobile and Truck Dealers Association; A state trade association
•  Chief Executive Officer

Yale University; A renowned Ivy League university
•  Managing Director, Office of Cooperative Research

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