J.A. Lacy serves as Chief Executive Officer of LDI, Ltd., an Indianapolis-based family office. LDI’s current portfolio includes OIA Global, a third-party logistics provider, and Polygon, a manufacturer of composite components used in construction, medical device and municipal utility end markets, and Acme Barricades, a provider of traffic control services and rental equipment.
J.A. is a director at Citizens Energy Group, a broad-based utility providing natural gas, water and wastewater services to central Indiana residents, and Telamon Corporation, a diversified manufacturer of telecom equipment and wire harness products, and Sanitary Solutions, a distributor of flow control fittings and valves for the food processing industry. He has also served on the boards of UltiMed, M/G Transport, and Andrie Marine.
J.A.’s community engagement includes board roles at the Central Indiana Corporate Partnership and Christ Church Cathedral Foundation and has served on boards at the central Indiana United Way, Central Indiana Community Foundation, Teach for America Indianapolis, YMCA, Downtown Indy, and Women’s Fund.
J.A. graduated from the University of Notre Dame with a BA and holds an MBA from the University of Chicago Booth School of Business.
Brad Kelsheimer serves as Chief Financial Officer of LDI providing oversight of the finance, accounting, financial reporting, treasury, taxes and risk management functions. He also works with the finance teams of LDI operating companies to evaluate operational investments to improve and accelerate performance.
Brad joined LDI with more than 25 years of financial, operational and investment experience. Most recently, Brad served the Lumina Foundation as Chief Financial Officer where he oversaw the foundation’s investment portfolio and all other financial operations. He started his career in public accounting at PwC and later served in various finance and operations roles at an NYSE-listed manufacturer and distributor of consumer products.
Brad earned a bachelor’s degree in accounting from the University of Illinois and a master’s in strategic management from Indiana University and holds Certified Public Accountant and Lean Six Sigma Green Belt designations.
John Martin leads LDI’s acquisition and development activities as Chief Investment Officer. He joined LDI in 2013 and is responsible for initiating platform investment opportunities, structuring and negotiating transactions, supervising due diligence and supporting the strategic acquisition efforts of LDI operating companies. John has over fifteen years of M&A experience.
John previously worked at Mason Wells, where he supported the firm’s investment activities and worked with portfolio company management teams to achieve value creation objectives. He began his career in the investment banking group of Robert W. Baird & Co. focusing on buy-side and sell-side M&A advisory assignments.
John earned his MBA from Indiana University and a B.S. in finance from the University of Illinois. He serves on the Board of KIPP Indy Public Schools and on the Board of the Indiana Chamber of Commerce.
Amelia Patel serves as Chief of Staff at LDI and works with the company’s executive team to manage internal operations, corporate governance, investor relations, and human resource responsibilities while also providing oversight for office administrative functions.
Amelia previously worked at Teach For America, a national education non-profit, where she supported the organization’s summer training, finance and strategy activities. She began her career as a Teach For America corps member, teaching elementary and middle school on Chicago’s west side.
Amelia graduated magna cum laude from Arizona State University with a B.A. in political science and minors in international relations and Spanish, and holds an M.A.T. from Dominican University. She serves on the Board of Directors of St. Nicholas Early Learning, a local early childhood education center with a mission to serve a racially and socio-economically diverse student population. Amelia lives in Indianapolis with her husband and two young children.
Tyler Brazill serves as Corporate Controller of LDI and is responsible for directing LDI’s accounting, financial reporting, treasury, and risk management activities.
Tyler joined LDI with multiple years of experience as VP of Finance and Controller, overseeing accounting departments and overhauling internal processes of manufacturing, distribution, and service companies. Tyler also brings five years of experience as an auditor at BKD with their commercial team on engagements in the manufacturing, distribution, and private equity sectors.
Tyler is a Certified Public Accountant who graduated from Indiana University’s Kelly School of Business with a B.S. in Accounting. He serves as a Board member for Camptown and the Bishop Chatard Alumni board. In his free time, Tyler enjoys traveling and playing intramural sports. Tyler resides in Indianapolis with his wife and dog.
With over 10 years of finance experience, Andrew is primarily responsible for building new investment deal flow and evaluating potential acquisitions and strategic investments to support LDI’s investment goals.
Prior to joining LDI, Andrew served as Finance Director at Intel Corp, where he supported the P&L and investment portfolio of Intel’s networking & edge computing group. Andrew held a leadership position on Intel’s Pipeline & Performance Team in Arizona, where he focused on fostering robust and rewarding career development for the Intel financial analyst community. He has also held a variety of finance roles across different sectors including manufacturing, government & healthcare.
Andrew graduated from the University of Indianapolis with a B.A. and holds an M.B.A. from Indiana University. He serves on the Board of ACG Indiana.
Andrew currently resides in Westfield, IN with his wife and two golden retrievers. In his free time, Andrew enjoys reading, working out, rooting for IU basketball, and playing very mediocre golf.
Ben Fouch leads global strategy development and value creation initiatives in LDI’s portfolio companies as a Vice President of Strategy and Operations. In his role he works as a partner and advisor to operating company managers, helping to shape strategy, improve key processes, and execute on critical projects. Ben currently serves within LDI’s portfolio company OIA Global as Chief Innovation Officer, where he oversees all global strategy, continuous improvement, IT, and procurement activities.
Ben previously worked within Booz Allen Hamilton’s Corporate Development team, executing the firm’s M&A strategy and performing financial analysis for C-suite decision-makers. He began his career by founding, growing, and eventually exiting Dark Horse Sports Recruiting, a Chicago-based college admissions consultancy.
Ben graduated summa cum laude from University of Notre Dame with a B.B.A. in Finance, and holds an M.S. in Industrial Engineering from Georgia Tech. He is a board member for the Hendricks County Community Foundation and previously served on the board of the Robinson Community Learning Center.
As Director of Strategy & Operations at LDI, Alex Kortepeter leads value creation initiatives across the portfolio. In his role, he works closely with company leadership to drive growth strategy, accelerate transformation initiatives, and develop best-in-class operations.
Alex previously served as an operating partner at Ten Oaks Group, spearheading the firm’s commercial practice while leading marketing & sales initiatives. He began his career in consulting with the Boston Consulting Group and Deloitte, specializing in healthcare and financial growth initiatives.
Alex graduated from Purdue University with a B.S. in Industrial Engineering and lives in Indianapolis, IN. In his free time, he enjoys backpacking, mountain biking, and ballroom dancing.
Kyle Krieger leads data & analytics engagements and value creation initiatives across the LDI portfolio as Manager of Strategy & Operations. He also works closely with the Corporate Development team on due diligence for platform and add-on acquisitions. Prior to LDI, Kyle worked in the data & analytics practice for a technology consulting firm. There, he led projects that focused on moving clients to modern data stacks while transforming their reporting. Kyle is an alum of Orr Fellowship and United Way of Central Indiana Leadership United.
Kyle graduated from Indiana University with a B.S. in Finance. He is a board member for Starfish Initiative and the Indianapolis Cultural Trail Young Professional Board. He likes to stay active by running, skiing out west, playing pickleball, and walking his goldendoodle.
Quinn Shanahan is a business analyst providing data analysis and project planning support to LDI portfolio companies.
Prior to joining LDI, Quinn worked at VC firm Pappas Capital developing analyses of China, Hong Kong, and Singapore innovation ecosystems that informed the Asia Innovation Ventures (AIV) fund’s regional strategy. Quinn also interned with Foundation Healthcare, a specialty medicine healthcare platform company in Singapore, assisting Operations on a range of research projects.
Quinn received a B.S. in International Business from Butler University with a minor in Mandarin Chinese language. She enjoys café-hopping and running in Eagle Creek Park.
Jane Wilson serves as the Senior Tax Manager. She joined LDI in 1998 and is responsible for all income tax filings and reporting as well as providing support to all LDI entities in a variety of tax matters.
Jane graduated from the University of Indianapolis with a bachelor’s degree in accounting. She is a CPA and a member of Tax Executives Institute, the Indiana CPA Society and the AICPA.
Katie Krisch is our Senior Tax Accountant for LDI. As the senior tax accountant, she is responsible for the assisting the senior tax manager with all income tax compliance and reporting standards as well as providing creative income tax solutions.
Katie joined LDI with more than 6 years of public accounting experience. During her time in public accounting, she specialized in corporate income tax compliance and consulting.
Katie graduated from Saint Joseph’s College with a bachelor’s degree in accounting. She is a CPA, a member of the Indiana CPA Society, and the AICPA.
Swraj Rana serves as a Tax Accountant at LDI. Swraj previously worked as a staff accountant with Robert Half and SGWS, where she handled reconciliations, A/R aging reports, and vendor invoicing.
Swraj has strong experience with tax preparation, having interned at both Heartland CPAs and BKD, LLP, working on Federal and state tax returns, including for multi-state corporations, partnerships, and individuals.
Swraj is currently completing her Master of Science in Accounting from the Kelley School of Business at Indiana University and brings a wealth of experience in both tax and accounting. On top of her technical skills, Swraj is fluent in four languages.
Kim serves as the Human Resource Associate and Office Manager for LDI, assisting with daily operations and human resources administrative responsibilities. She’s been with LDI since 2003.
Kim is a United States Marine Corps Veteran and served active duty from 1988-1992. An avid equestrian, Kim is passionate about horses and helping veterans with disabilities through equestrian activities.
Kimberly Bowman serves as the Executive Administrator for LDI. She is responsible for managing projects and activities for the Executive Leadership team.
Kimberly joins LDI with 15 years of supporting executives, specializing in organizational systems and efficiency planning. Her administrative experience includes marketing, academic and media content writing, and brand management.
Kimberly graduated summa cum laude from the University of Detroit Mercy with a B.A. in English and Literature Studies. She is new to Indianapolis and spends her free time exploring her new city.
Michael L. Smith served as Executive Vice President and Chief Financial Officer (CFO) of Anthem, Inc. and its subsidiaries, Anthem Blue Cross and Blue Shield from April 1999 until his retirement in January 2005. He joined Anthem in 1996 as Chief Operating Officer of a subsidiary, American Health Network.
Prior to joining Anthem, Mike was Chairman, President and Chief Executive Officer of Mayflower Group, Inc from 1989 to 1995. Mayflower operated a worldwide relocation service and provided school and public passenger transportation in 30 states. He held various other management positions at Mayflower from 1974 to 1989. He started his business career in the Indianapolis office of Arthur Andersen & Co. following his graduation from DePauw University in 1970.
Mike has served on the boards of several public companies including Envision Healthcare Holdings, Inc., Vectren Corporation, Kite Realty Group, Calumet Specialty Products Partners, LP, First Indiana Corporation and GoHealth, Inc. He is currently the Chairman of LDI, Ltd, LLC and a director of several private and public health services companies including Agilon Health, Drive Medical and Carestream Health, Inc. he is also a member of the board of Penske Entertainment.
Mike has also served as a director of several charitable and civic organizations. Currently he serves on the Board of Trustees of DePauw University, Riley Children’s Foundation, and the Christian Theological Seminary.
Mike is a founding member and advisor to Cardinal Equity Fund, a mid-market private equity investment fund headquartered in Indianapolis, Indiana.
Aman Brar has an extensive background in leading technology companies through periods of high growth, M&A, and integration. In 2017, Mr. Brar founded Canvas, the world’s first text-based interviewing software. The startup was acquired by Jobvite sixteen months after launch. Subsequently, Mr. Brar led Jobvite as CEO and Board Member while integrating a variety of related recruiting technology companies. As former President of Apparatus, Mr. Brar led the company through a strategic acquisition by publicly traded Virtusa, where he then led the global infrastructure business unit.
Mr. Brar currently advises start-up and growth technology companies and serves as General Partner at Ground Game, the venture capital firm he co-founded. Additionally, Mr. Brar currently serves as Trustee at Wabash College. He is the Board Chair for Teach for America Indianapolis and is the TechPoint Executive Committee. Mr. Brar also serves on the boards of CICP and the Orr Fellowship.
Melina Kennedy is currently the CEO of the Central Indiana Corporate Partnership (CICP), which is a collaboration of CEOs from major corporations, foundations, and universities dedicated to advancing inclusive prosperity through strategic initiatives and investments in Indiana.
With over 25 years of experience in law, government, and business, Melina previously spent eleven years at Cummins Inc., serving as Vice President of Product Compliance and Regulatory Affairs, as well as business leadership roles in the Engine and Power Systems businesses. Melina was also an attorney at the law firm of Baker and Daniels LLP, and from 2000-2005 served as Deputy Mayor and Director of Economic Development for the City of Indianapolis.
Active in the Indianapolis community, Melina was president of the Capital Improvement Board of managers for seven years, which oversees the ownership and operations of Indiana’s professional sporting and convention facilities. Melina currently serves on the boards of the National Bank of Indianapolis, Indiana University Academic Medical Center, and chairs the 16 Tech Innovation district.
Melina holds B.S., M.S., and J.D. degrees from Indiana University-Bloomington.
Robert V. Baumgartner joined Center for Diagnostic Imaging, Inc (CDI) in 2001 and, as chief executive officer, led the organization through a period of growth resulting in the addition of more than 35 new partnerships. He is a past director and past chairman of the Association for Quality Imaging (AQI), a national, industry advocacy group.
Prior to joining CDI, Mr. Baumgartner held the positions of chief executive officer and board member of American Coating International, president and chief executive officer of First Solar, president of Apogee Auto Glass Group and other executive positions. He currently serves as Chairman of the Board at Bio-Techne Inc. and serves as Chairman of the Board of United Theranostics, LLC. Mr. Baumgartner holds a B.B.A. from Notre Dame and is a CPA.
David P. Lewis recently joined PwC as a Managing Director in the WNTS Tax Policy Services group in Washington, D.C. Earlier in 2018, Mr. Lewis retired from the role of Vice President-Global Taxes and Assistant Treasurer at Eli Lilly and Company in Indianapolis, Indiana. In this position, Mr. Lewis had global responsibility for all aspects of the Company’s tax and tax-related matters. Mr. Lewis joined Eli Lilly and Company in 1988 and retired in March 2018 and held several roles within the global tax organization in his 30 years of service at Lilly, including as the company’s chief tax executive for nearly 19 years.
Prior to 1988, Mr. Lewis engaged in the private practice of law, focusing primarily in the areas of taxation, securities, banking and corporate law. Mr. Lewis graduated from Arsenal Technical High School in 1977, Wabash College in 1981 with a major in Economics and the Indiana University School of Law in Bloomington in 1984. He is admitted to practice law before the Indiana State Bar and the Bars of the Federal District Courts, Southern and Northern Districts of Indiana. He is a member of the Board of Trustees at Wabash College.
Michael Crafton is the founder of Flex Alpha, a corporate advisory and guidance firm, and CEO of Healthcare Chaos Management (HCM), a healthcare revenue cycle management company. He also founded Nelbud Services Group, where he served as President and CEO until 2022. He started Nelbud in 2005 with $800 and grew it into a leading global life safety services provider with more than 20 locations and over 30,000 customers. Michael’s strategic vision led Nelbud to three sell-side exits in seven years and multiple buy-side acquisitions. He is known for engineering numerous change management style company transformations over the past 20 years.
Beyond his executive roles, Michael is a respected board member of Polygon, Freije Engineered Solutions, NOW Courier, Lushin & Associates, and YPO Indiana.
Michael holds a B.S. in Business from Indiana University. His commitment to philanthropy and professional development is evident through his active involvement in numerous community organizations. An avid traveler, Michael’s experiences abroad enrich his perspective and approach to business and leadership.
Bob Millard is a leader in financial operations for publicly traded, privately held, and holding company environments across multiple industries. To date, Bob has been involved with the completion of 50+ acquisitions and the sale of multiple enterprises, including two public companies to strategic buyers. He is recognized for his consistent ability to optimize capital structures, build effective infrastructure, leverage technology, implement sound internal controls, and engage key stakeholders.
Bob previously served as CFO at FinishMaster, Angie’s List, Go Health, T2 Systems and Personnel Management. Over the last ten years, Bob has been an investor and operating partner in high growth entrepreneurial ventures focused on the skilled trade, staffing, public safety, and technology sectors.
Bob earned a bachelor’s degree at DePauw University and an MBA at Indiana University.
Jeffery Barrie has a reputation for transformational leadership within the logistics industry. He has refined his leadership through thirty years of experience in collaboration, empowerment, and performance with diverse, global teams. As OIA Global’s Chief Executive Officer, Mr. Barrie provides inspired leadership and strategic direction with a focus on operational excellence, digitization, and high customer satisfaction.
Originally from the U.K., Mr. Barrie graduated from Stephen F. Austin State University in Texas, with a Bachelor of Business Administration. He began his career at Air Express International and BAX Global and ultimately held several leadership positions at DB Schenker. Previously, Mr. Barrie was DB Schenker’s Chief Executive Officer, USA.
Bree Katulak serves as the President of Polygon Composites Chief Financial Officer for Polygon and brings over 16 years of accounting and finance experience to the company. She previously worked at LDI as Corporate Controller. Prior to LDI, Bree worked for USIC, LLC., an underground utility locating company, and Hulman & Company, the parent of Indianapolis Motor Speedway, INDYCAR, IMS Productions, and Clabber Girl. Katulak began her career at Ernst & Young in Indianapolis and obtained her CPA license while working in the audit practice before leaving for private industry.
Bree’s passion for business and accounting lies within strategic projects and transactions that drive value for the organizations she represents. She earned her B.S. in Accountancy from Miami University and serves on the Advisory Board of Directors for Make-A-Wish’s Ohio-Kentucky-Indiana chapter. Bree resides in Westfield with her husband and four children.
As CEO of Acme Barricades since 2005, Christian Cummings, has overseen much of the company’s remarkable growth and success. A proud graduate of the University of Florida, Christian’s inspiration to pursue a career in the road building industry came from his father, a well-known and highly respected civil construction attorney.
In January 2003, after receiving his Bachelor of Science degree in Building Construction, Christian joined Acme where he learned the business from the ground up while performing multiple roles in the company. Just two years later, Christian was named CEO and Managing Partner. At the time, Acme was a modest company with 2 locations and approximately 20 employees. Under Christian’s leadership, Acme has since experienced impressive growth and now stands as one of the most respected companies in the Highway Safety industry employing nearly 500 associates throughout its 15 offices.
Christian resides in Jacksonville, FL where he is an avid outdoor and sports enthusiast. He enjoys traveling and boating, but above all, Christian loves spending time with his wife Angela and raising their four children.
