Good leaders must first be good servants.

Driving a collective vision.

Our team members have experience operating and managing businesses.

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.

J.A. is a director at Citizens Energy Group, a broad-based utility providing natural gas, water and wastewater services to central Indiana residents, Auxo Marine Holdings, a barge transportation and logistics provider, and Telamon Corporation, a diversified manufacturer of telecom equipment and wire harness products. He also currently serves on the Central Indiana Community Foundation, Teach for America, Central Indiana Corporate Partnership, and Christ Church Cathedral Foundation boards and has served on boards at the central Indiana United Way, 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.

Bill Himebrook serves as Chief Financial Officer of LDI providing oversight for the accounting, financial reporting, taxes, treasury, and risk management functions. He works with the finance teams of LDI operating companies to evaluate operational investments to improve and accelerate performance.

Bill joined LDI with more than 25 years of financial experience in a variety of areas including accounting, auditing financial reporting, budgeting and financial analysis, and corporate development. He brings significant experience to LDI in managing large, enterprise-wide projects. He previously served as Vice President of Integration at WellPoint, where he led integration activities for over a decade.

Bill is a CPA and began his accounting career at Price Waterhouse. He holds an accounting degree from Indiana University, where he also served as a basketball team manager under coach Bob Knight.

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 ACG Indiana.

Marty Brown focuses on value creation within LDI operating companies as VP of Strategy and Operations. He joined LDI in 2015 and supports operating company strategic planning, advises operating company management teams, and leads key projects, ranging from software implementations to go-to-market plans to business analytics platform introductions. Marty has over a dozen years of operational experience across sales, marketing, strategy, and product management functions.

Prior to LDI, Marty served as Vice President of Marketing at One Click Ventures, a portfolio of eyewear-focused e-commerce companies. He was an early Product Manager at digital gaming company Zynga (NASDAQ: ZNGA), where he specialized in analytics and experimentation for new product launches. Marty began his career as a Business Analyst in Deloitte Consulting’s strategy and operations practice, where he served clients in the healthcare and retail industries.

Marty graduated from Wabash College with a B.A. and holds an M.B.A. from the Wharton School of the University of Pennsylvania. He currently serves on the Board of Directors for the Catholic Youth Organization of Indianapolis, and recently served as board member and treasurer for the Phoenix Theatre.

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.

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.

Brandon Ruggles serves as Manager of Strategy and Operations at LDI, responsible for identifying, planning, and realizing transformational value creation opportunities within the firm’s portfolio of businesses. Brandon brings a diverse series of experiences and perspectives to his work, having executed a variety of strategic sales, finance, operations, and human resource projects at firms ranging in size from startups to Fortune 500 enterprises. His work at LDI focuses on building businesses that achieve sustainable long-term growth by addressing opportunity at all levels.

Prior to joining LDI, Brandon worked in corporate strategy for Booz Allen Hamilton’s Defense and Military Intelligence division, where he structured and commercialized business units and products for the intelligence space in collaboration with the firm’s executive leadership. Brandon developed his entrepreneurial spirit while co-founding two businesses in the sports and sports recruiting spaces, one of which he successfully exited while the other has grown to become the largest college basketball recruiting firm in Illinois.

A passionate Domer, Brandon graduated magna cum laude from the University of Notre Dame with a bachelors in Finance and was the youngest member elected to the Notre Dame Alumni Club of Chicago board. Outside of work, he continues to be highly involved in high school club basketball, helping to run one of the largest travel clubs in the state of Illinois. In his free time, Brandon enjoys exploring the food scenes of major cities with his wife, taking long walks by the lake with their dog, and waiting impatiently for the Chicago Cubs’ next World Series championship.

Kerry Egan is a Senior Associate who leads a variety of data strategy projects within the firm’s portfolio of businesses. In her role, she focuses on enhancing the quality of business intelligence and developing a data-driven culture by standardizing key business processes and identifying opportunities for analytics.

Previously, Kerry worked as a data scientist in the Strategic Innovation Group at Booz Allen Hamilton. While at Booz Allen, she supported an internal process automation system for a Department of Justice client and the delivery of deep learning models for several intelligence clients.

Kerry graduated with a B.S. in Mathematics from Fordham University with minors in Computer Science and Economics, and an M.S. in Technology Entrepreneurship from the University of Notre Dame. While at Fordham, Kerry was a member of the division I women’s rowing team.

Connor Fox is a Senior Associate who leads a variety of process improvement projects across the LDI operating companies. He uses his unique background in engineering to drive transformational change across the organization from a strategy and operations perspective.

Connor built strong analytic and project management skills at his prior position with Booz Allen Hamilton, where he worked on designing, building, and testing weapon systems of the future as a mechanical engineer. Starting at entry-level designing marketing materials, Connor eventually became a key leader and subject matter expert in one of Booz Allen’s “Big Bet” initiatives.

Connor graduated magna cum laude from the University of Notre Dame with a B.S. in Mechanical Engineering.

Kyle Krieger is a business analyst who works on a variety of projects ranging from LDI’s financial reporting and corporate development to assisting operating companies on data & analytics initiatives.  

 

Prior to LDI, Kyle worked in the Data & Analytics Practice for a local technology consulting firm, CSpring. There, he led engagements that focused on moving clients to modern data stacks while transforming their reporting. Kyle is an alum of Orr Fellowship, where he served as a nonprofit consulting coordinator and finance lead for their Launchpad entrepreneurship curriculum geared toward middle schoolers. 

 

Kyle graduated from Indiana University with a B.S. in Finance. He likes to stay active by running, skiing out west, and walking his goldendoodle.  

Bree Katulak serves as the Controller of LDI, Ltd., responsible for leading the accounting, financial reporting, treasury, and risk management functions. She also works with the LDI operating companies to identify areas in which investments can be made to accelerate operational performance.

Bree joined LDI with 15 years of professional accounting and finance experience working in public accounting at Ernst & Young and for both private and public companies in Indianapolis. She most recently served as Corporate Controller for USIC and Hulman & Company, where she directed the corporate and subsidiary accounting departments along with leading point on acquisition integrations. She has a wide array of experiences reorganizing finance departments for optimization, leading financial reporting processes, annual budget cycles, being the financial point person for both acquisition and divestiture transactions, and implementing process improvements to enhance company close and reporting processes.

Bree is a CPA and graduated cum laude with a B.S. in Accountancy from Miami University. She studied abroad in Luxembourg during her time at Miami and is excited to introduce the love of travel onto her four children. She recently served on the board of Financial Executives International’s Indianapolis chapter as the VP of Membership. She resides in Westfield with her husband and four children, and with what free time she does have, enjoys weightlifting and reading.

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.

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.

Hannah Gosser serves as the Executive Assistant for LDI, assisting the team with various administrative functions. She started with the company in the beginning of 2022.

Hannah previously worked at Health Care Services Corporation in Chicago as a Reporting Specialist. During her time at HCSC, her responsibilities spanned across assisting many areas within the division, from coordinating Audit Committee/Board Reports, to other administrative office functions. She was also part of a team that moved reports to a more technological solution with the use of Alteryx/Tableau Dashboard.

Hannah graduated from Ball State University with a B.A. in Business Administration / French Language. During her time at Ball State, she took the opportunity to study abroad and taught English as a second language in Lille, France.

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.

Mark D. Miles is President and Chief Executive Officer of Penske Entertainment Corp., comprised of Georgetown Realty, Indianapolis Motor Speedway, INDYCAR, IMS Productions, and various other business entities. Prior to joining Penske Entertainment Corp., from January 2006 through December 2012, Miles was President and Chief Executive Officer of Central Indiana Corporate Partnership, Inc. (“CICP”), a non-profit, regional alliance of corporate CEOs and university presidents focused on long-term growth and economic development throughout the Central Indiana region, including strategic priorities as wide-ranging as human capital (education), entrepreneurship and innovation, government reform, and mass transit. In 2008, Miles led a successful effort to earn Indianapolis the right to host Super Bowl XLVI. He was Chairman of the Board of the 2012 Super Bowl Host Committee, with 18 staff members and thousands of volunteers, and which served as an extension of the National Football League in the local community to centralize planning and execution of the 2012 Super Bowl event. In conjunction with the 2012 Super Bowl, Miles spearheaded a civic effort known as the Legacy Project to effect positive change throughout the surrounding community. Legacy Project work done on the Near Eastside of Indianapolis created a lasting legacy and impact far beyond game week – with special emphasis on Youth Education Town and revitalization of the East 10th Street business district. From August 1990 through 2005, Miles was Chief Executive Officer of the Association of Tennis Professionals (“ATP”). While there, Miles built the ATP into a world-class, professional organization, stabilized a sport that was struggling to compete with other sports and entertainment entities, posted impressive revenue gains, launched innovative marketing initiatives, and expanded its global presence through successful events in Asia, the Middle East and Latin America. During his years with the ATP, prize money rose from $47million to $85million, and long-term commercial sponsorships were put into place, with Mercedes-Benz being established as the ATP’s Premium Partner in 1996. He helped to forge closer ties with the game’s other governing bodies and, along with the ITF, helped return tennis to the Olympics and strengthened the sport’s prominence through the awarding of ATP ranking points for the competition. In 1984, Miles was chosen to organize and produce the Pan American Games, scheduled to be held in Indianapolis in 1987. As President of the organizing body, he led the $100 million event with 38,000 volunteers and staged the most successful Pan Am Games in history. From 1985 until 1990, Miles was President and volunteer Tournament Director of the ATP Indianapolis tournament, where he oversaw its transition from clay to hard courts, while doubling revenues through record ticket sales and sponsor support. Under his leadership, the tournament was awarded the first of 10 consecutive ATP Tournament of the Year awards – an award chosen by the players. From 1988 to 1990, Miles served as Executive Director of Corporate Relations for Eli Lilly and Company, an international pharmaceutical, medical instrument and agricultural chemical company headquartered in Indianapolis. Miles serves on numerous civic and non-profit boards and committees. Miles earned his bachelor’s degree from Wabash College, and is a member of the Wabash College Athletic Hall of Fame. Mark and his wife Helen have four children and four grandchildren and reside in Indianapolis.

Kristin T. Sherman is the CEO of Kovina Therapeutics, an early-stage biotech company focused on treatments for HPV related infections and cancers. Prior to Kovina Therapeutics, Kristin served as the Chief Operating Officer for VMS BioMarketing. Kristin also held Chief Financial Officer roles for several biotech firms including Calibrium, LLC until its acquisition by Novo Nordisk in 2015, and Marcadia Biotech which was purchased by Roche in 2010. Kristin served as the Treasurer and Vice President of Finance for Guidant Corporation during the sale of Guidant to Abbott and Boston Scientific. In addition, Kristin served as Guidant’s first financial director for the emerging markets region located in Belgium. She began her career in various finance positions with Eli Lilly and Company. Kristin was named by the Indianapolis Business Journal as a 2019 Woman of Influence. Kristin earned her B.A. in Economics from DePauw University and her MBA from The Tuck School of Business at Dartmouth College. She is the incoming Chairperson for the Community Health Network Board of Directors and Chair of the Audit, Compliance and Finance Committee.

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 subsequently 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 on the TechPoint Executive Committee. Mr. Brar also serves on the boards of CICP and the Orr Fellowship.

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. Since 2011, he has served as executive chairman of CDI. 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 on the board of Carestream Health. 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 President and CEO of Nelbud Services Group, a life safety services company he founded in 2005 with $800 and built into a global leader with more than 20 locations and over 30,000 recurring customers. Michael has successfully steered Nelbud through (2) private equity buyouts, multiple buy-side acquisitions, and engineered numerous change management style company transformations over the past 15 years. Michael has a B.S. in Business from Indiana University, is very active in numerous community organizations, and an avid traveler.

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.

Until his recent appointment as CEO of Polygon, Randy has spent his career in the Packaging Industry primarily with Illinois Tool Works a fortune 200 Company based in Chicago, Illinois. He started his professional career with Signode a division of Illinois Tools Works as a sales representative in the Mid-Atlantic Region. Through progressive levels of responsibility Randy held positions in sales management, marketing, national accounts, product development and as Vice President & General Manager in the Protective Packaging Division.

While at ITW Randy gained experience in the acquisition of both competitive and complimentary product line businesses. He has held managerial and P&L responsibility for multi-plant businesses with facilities located in India, Thailand, Turkey, Europe and North America.