A DIVISION OF GAI CAPITAL LTD.
FAMILY BUSINESS CONSULTANTS | FAMILY OFFICE CONSULTANTS |CORPORATE BOARD ADVISORS
Helping Families Create, Realize
& Preserve Shareholder Value
main-image-left
main-image-middle
main-image-right

Board Service Credentials

Mr. Isaac has served as an advisor, director, or trustee on  twenty-five boards.  Fourteen were corporate boards (two public companies and twelve privately held/family businesses) involved in a broad variety of industries including manufacturing, distribution, technology, financial services, real estate, and professional services. He has served lead director roles on executive, audit, compensation and investment board committees. He regularly consults with corporate boards when working with their senior management teams. Mr. Isaac has the availability to currently join an additional mid-market privately held board. Several current and prior board assignments are listed below:

FIFTH THIRD BANK, Toledo, Ohio (2001 - 2004)

A $4 billion banking and financial services organization serving Northwestern Ohio/Southeastern Michigan. Participation on the Board's Executive Committee (2001-2005).

KENAKORE SOLUTIONS (Depot Direct, Inc.), Perrysburg, Ohio (2000 - 2002)

A technology (Internet) based international demand fulfillment company providing logistics management and warehousing/order fulfillment services to the industrial distribution market place.

BETCO, INC. (Gen 2 Family Business), Toledo, Ohio (1997 - 2010)

Specialty chemical manufacturer of cleaning solutions. Second generation family-owned business with aggressive growth strategies. Successfully completed 3 acquisitions to address non-organic growth core industry. Assisted in financial recapitalization of company; buyout of minority shareholders; operational improvements, etc. Member, Compensation Committee.

ABBEY INTERNATIONAL CORPORATION (Gen 3 Family Business), Perrysburg, Ohio (2000-2001)

International capital equipment manufacturer providing design, build/manufacturing, and installation/assembly services for large scale pipe mills, tube mills, slitting lines, draw benches, entry coil handling, exit tube handling, cutoff equipment, and other related systems worldwide.

FERREX TRADING LLC (Gen 3 Family Business), Toledo, Ohio (1989-1991)

Founding CEO of start-up scrap iron metals brokerage business serving U.S. steel and automotive industries. Company was merged in The Isaac Corporation in 1991

CALIFORNIA COAST VENTURE FORUM, Santa Barbara, CA (2004 - 2010)

The California Coast Venture Forum (CCVF) is a non-profit organization whose mission is to invite pre-qualified emerging growth and later stage companies to participate in professional forums with leading investors and other entrepreneurs. CCVF has assisted companies raise over $110 million in capital investments from private equity, venture capital and angel investors during the past decade. Board members provide mentoring and advice to participants and select which companies will present at CCVF forums.

UNIVERSITY OF SOUTHERN CALIFORNIA MARSHALL SCHOOL OF BUSINESS FAMILY BUSINESS PROGRAM, Los Angeles, CA (2015 - Present)

Founding & Advisory Board Chair, Senior Program Advisor and Subject Matter Expert, USC Family Business Program (2015 - Present)

UNIVERSITY OF SOUTHERN CALIFORNIA MARSHALL SCHOOL OF BUSINESS, Los Angeles, CA (2010 - Present)

Member, Board of Leaders (Advisory Board to Dean of Business School)

CORENETWORK, Toledo, Ohio (2003 - 2004)

Private equity group that identifies, evaluates and provides an organized network of qualified investors for private equity funding of start up and later round financings of early stage companies.

IN4 VENTURE FUND, Toledo, Ohio (2003)

Member, Founding Board of Advisors; Early stage fund created by Regional Technology Alliance of Northwestern Ohio (subsidiary of lead economic development agency, Regional Growth Partners, Inc.) to assist early stage companies validate their technologies and obtain early seed capital for business development.

UNIVERSITY OF MICHIGAN BUSINESS SCHOOL INSTITUTE FOR ENTREPRENEURIAL STUDIES, Ann Arbor Michigan (2000 - 2006)

Advisory board member to the Samuel Zell and Robert H. Lurie Institute for Entrepreneurial Studies at the University of Michigan Business School.

Chief Executives Organization, Washington DC (2012 - 2016)

The Chief Executives Organization is a global organization of CEO's. CEO is the only independent graduate organization of Young Presidents' Organization. Membership is strictly by invitation only and is limited to 2,000 global leaders. Its main mission is global education, networking, and idea exchange.

St. John's Jesuit High School, Toledo, Ohio (1999 to 2002)

Member, Board of Trustees and Academic Affairs Committee; Private Catholic boys preparatory high school.

Westside Montessori School, Toledo, Ohio (1993 to 1995)

Member, Board of Trustees; private Montessori school from pre-school through eighth grade.

STONEBRIDGE INDUSTRIES, INC., Sylvania (Toledo), Ohio (1997 - 1999)

A privately held acquisition company focused at acquiring small automotive suppliers/manufacturing companies. Sold three businesses previously acquired in 1999.

CHICAGO EQUIPMENT CREDIT CORPORATION (Gen 1 Family Business), Morton Grove (Chicago), Illinois (2001 - 2004)

High growth and diversified equipment leasing company focused at mid-market, structured and small ticket leasing sectors including financing venture capital-funded companies. Chairman, Compensation Committee 2003 – 2004. Consultant and senior advisor to CEO and Board 2004.

FINDLEY DAVIES, INC., (Gen 2&3 Partnership) Toledo, Ohio (1994 - 2014)

Regional employee benefits and human resources consulting firm with offices in Chicago, Toledo, Columbus and Cleveland, Ohio, and Charlotte, N.C. Board responsibility includes participation on Compensation Committee (1997- 2014).

CRYSTAL FUND, LLC., Washington, D.C. (1998 - 2010)

A privately owned investment management company responsible for the management of "fund of funds" hedge funds.

METAL MANAGEMENT, INC., Chicago, Illinois (1997 - 2000)

A $1 billion public company (NYSE:SMS) consolidator of the scrap metals recycling industry. Served on Executive Committee (1997-1999) and Audit Committee (1997-1998). Completed over 10 acquisitions in an industry consolidation.

CAPITAL BANK, N.A., Sylvania (Toledo), Ohio (1989 - 2001)

A $1 billion publicly traded bank holding company started in 1989. Board responsibilities include participation on Compensation, Audit, Securities, and Investment committees (1989-2001). Chairman of Compensation Committee (1998-2001) and prior Chairman of Audit Committee.

THE ISAAC GROUP (Gen 3 & 4 Family Business), Toledo, Ohio (1988 - Present)

Served on several family-owned business boards involved in scrap metals, commercial real estate development and management, industrial real estate development and management, and private investments. Successfully sold scrap metals business unit to public company to provide liquidity to shareholders; retained other business units for continued family business ownership.

MILTEC RESOURCES, L.P.(Gen 2 & Gen 3 Family Business Partnership), Pittsburgh, Pennsylvania (1995 - 1997)

Joint venture start-up company with Tube City, Inc. (scrap metals recycling and steel mill-processing company). Start-up company developed new technologies to recycle steel mill waste by-products.

UNIVERSITY OF TOLEDO SCHOOL OF BUSINESS, Toledo, Ohio (2000 to 2004)

Member, Board of Advisors of Business School. Provide direction and suggestions to Dean of School of Business.

Montecito Community Foundation, Santa Barbara, California (2017 to present)

Member, Board of Trustees.

Young Presidents Organization (YPO) Gold, Santa Barbara, California (2010 to 2014)

Board member and Chairman (2011-2013) for regional Santa Barbara chapter of Young Presidents Organization International.

National Down Syndrom Society, New York City, New York (1997 to 2003)

Member, Board of Trustees and Finance Committee; National organization focused at research, education, and advocacy for children and adults with Down Syndrome, a learning disability that at times has individuals with health-related problems.

Foundry Educational Foundation, Chicago, Illinois (1996 to 2000)

Member, Board of Trustees for educational foundation that provides college scholarships to students interested in a career in the metal casting industry. Foundation also accredits colleges that meet certain educational standards.

The Toledo Symphony, Toledo, Ohio (1995 to 2004)

Member of Board of Trustees and Executive Committee (2002-2004); Foundation that finances and oversees the operations of the Toledo Symphony.