Senior Management Team

Anja Bernier - President, Business Appraiser & Deal Coordinator

Anja Bernier Picture

Anja Bernier, President of Efficient Evolutions™ LLC, is an experienced company sale and company acquisition advisor to small and medium sized businesses, individual investors and private equity firms.

Prior to starting Efficient Evolutions™ in 2005, Anja spent over a decade working in Marketing and Business Development for some of the world’s leading consumer goods companies, such as Kraft Foods and Dannon (DANONE). Whilst reporting directly to the CEO of a privately-owned, multi-billion dollar European company, Anja had the sole responsibility for establishing a US subsidiary which involved intensive M&A work.

Anja became a member of the Institute of Business Appraisers (IBA) in 2008 and has received more than 130 hours of business appraisal training since then.  The IBA is the oldest professional society devoted solely to the appraisal of closely-held businesses. In 2010, the IBA honored her by asking her to join their Business Broker Board on which she currently serves. The Institute for Independent Business (IIB) awarded her the title “Accredited Associate” in 2005. She has held that status ever since.

She is sought after as a speaker at national and international conferences and is a guest lecturer on Mergers & Acquisitions, International Business and Entrepreneurship at top business schools such as Boston University. Business publications such as Inc. Magazine have repeatedly used her as an expert resource for articles on business valuation and company sale & acquisition. Anja is also a Vistage Expert Resource Speaker on topics related to buying and selling a company (Vistage is the world's largest CEO Roundtable organization).

Anja was born and raised in Germany and her work experience covers 5 countries on 3 continents. She is bilingual in German and English and proficient in Dutch. She is a cum laude graduate of the University of Applied Science Dortmund’s (Germany) and the Amsterdam School of Business’ (The Netherlands) trilingual (German, English, Dutch) double-degree (German and Dutch) International Business program.

More information about her background and work references can be found on her LinkedIn profile at www.linkedinprofile.com She can be reached at +1-617-795-2610.

 

Dr. Jack Holder - Transportation, Waste Management

and Public Services Specialist

Jack Holder picture

Jack has decades of experience in managing, buying and selling businesses. Since 2006, Efficient Evolutions has been working closely with him on a number of deals.

Jack’s experience as a corporate Executive spans more than 30 years and he has particular expertise in the areas of transportation, waste management, academia, and in managing public contracts.

Jack served as Eastern Region Vice President for Waste Management, Inc., Division Vice President for Yellow Freight, Inc, Vice President of Operations for Pacific Intermountain Express, Inc, General Manager for North America for Hanjin Container Lines, Ltd., and President for ARA/Smith’s Transfer, Inc., and with all companies he had, among many other things, the responsibility for the City of Boston and other large municipalities.  While at Waste Management, and the other companies, his experience included:

  • Responding to RFP requests from municipalities
  • Responsibility for operations, including: the scheduling of drivers, containers and trucks, for the pickup, transfer, and disposal of trash and freight
  • Responsibility for purchasing of capital equipment and maintenance of all vehicles used in the operations
  • Knowledge of union work rules and contracts
  • Familiarity with establishing “engineered standards” for drivers, trucks, and containers

Jack attended Indiana University on a football scholarship, and continued his education to earn an MBA and Doctorate. He has authored five books and more than twenty-five articles in professional journals and has taught at the university level in six U. S. states, Europe, Asia, and Africa. He is the founder and President of Redloh International, an international consulting firm located in Maryland and Massachusetts.

 

Mark Mullaney - Health Care Industry Specialist

Efficient Evolutions has been working with Mark Mullaney for many years. Mark is a seasoned professional in general management of small and mid sized companies with a special expertise in the health care sector.

  • As COO of the Mind/Body Medical Institute Mark lead a turnaround effort for an international non-profit research, training and clinical entity which had been released from Beth Israel Deaconess Medical Center and is now happily located at MGH.
  • As President of a Specialty Care Associates, a state wide network of Ophthalmologists.  Mark helped create and build this management services corporation with over 200 Ophthalmologists and 15 surgery centers, an outgrowth of Retina Associates Inc. Boston, MA.
  • As Executive Director of Retina Associates, Inc. Mark directed the day to day activities of this 25 doctor, $25million dollar world renowned retina group including strategic planning, marketing and all operational activities.
  • As Director of Corporate Relations and HMO’s for the Massachusetts Hospital Association Mark interfaced with the Massachusetts Business Round Table during the Hospital- Blue Cross contract negotiations leading to significant change in the size and the scope of the hospitals services in the state.

Mark is the founder and President of Resolve Associates, LLC a Business Advisory, and Mentoring and Executive Coaching service based in Wayland, MA.  Efficient Evolutions partners with Mark and Resolve Associates to better service clients in the health care sector.

 

Kelley Small – Media and Agriculture Industry Specialist

 

Kelley Small photo

Efficient Evolutions LLC has been working with Kelley for quite a number of years and has developed a close business relationship with her. For over 25 years, Kelley had tremendous success through the start up, development and subsequent sale of niche publishing titles.  Many titles were purchased and others were start-ups developed to serve various industries.  Each title was developed and later sold to larger media specialists. The experience with these publications included

  • Special-interest publishing, evaluation and strategies, leveraging opportunities for development including the internet and public relations. (The first niche publication in its field to host a website)
  • Developing a staff where each individual player had a significant role to play in the overall success of the publication.
  • Keeping a focus on the staff and how it relates to the bottom line.  

In 2001, Kelley received a Presidential appointment to the United States Department of Agriculture, FSA and was later named Chairperson of the Massachusetts State

Committee of FSA.  While working for the US Government, Kelley was responsible for the communications to local agencies and developing the proper media for that information.  This opportunity led to positions within the industry helping agricultural experts develop their business and leverage opportunities for a profitable venture.

Kelley Small is currently the owner and operator of Newfound Business Solutions, a Business Advisory and Mentoring company based in West Boylston, MA. In 2006, Kelley was awarded the title “Accredited Associate” by the Institute for Independent Business (IIB).

Michael Cruz – IT Industry Specialist

                             Michael Cruz photo

Michael leverages 30 years of management experience to guide business owners and non-profit leaders through growth and to effectively achieve their unique value proposition. He brings specific expertise developing winning business strategies and building strong brands in the in virtually every type of business imaginable.  He has held General Manager and P&L responsibility for several organizations. 

His Software career led him to an executive position with Ingres, a leading database technology in the 80’s and 90’s.  He positioned Verity for a very successful public offering in 1995.  Later, he led Documentum into a new area of sales – the financial markets – and changed the view of the Company from a repository oriented technology to a document assembly provider for Wall Street firms.  He has also led a Knowledge Management implementation Company that was named in the Top 10 by Knowledge Management Magazine.  Most recently he aided a management team turn around, and then helped sell White Amber to Taleo, a leading SaaS provider.   

He is an expert at assessing business technology. Then he proceeds to help define unique business value for potential customers.  He has been personally involved in public offerings, private placements and mergers many times over his career.  His focus and determination bring clarity to ensuring that businesses are successful. Because of his background and success, Michael has been recognized as an Accredited Associate of The Institute for Independent Business. 

He is Chair of the Board of The Nonprofit Leadership Alliance, a national Agency dedicated to preparing leaders for Not for Profit organizations  ( www.Humanics.org ).  He also serves on the Board of The Glens Falls Hospital Foundation and he advises several other nonprofit organizations in the Glens Falls / NY area.