O U R   T E A M

The Associates

Our team of advisors possesses a broad range of expertise that we draw upon as advisory and transaction needs dictate. In addition to the ample skills and experience of our core team, we have special, ongoing affiliations with senior executives and outside consultants. As a result we can deliver the appropriate professional resources to an assignment and ensure that you pay only for the time and skills required to meet your specific objectives.

Tom Heide, CEOrule Tom has been a successful entrepreneur and senior advisor for more than 25 years. Through Heide & Co. he has provided senior management and operating advisory services to small and medium-sized businesses in all lifecycle phases. Prior to this, Tom was President and CEO of SAFE, Inc., an information technology company he founded and grew through mergers and acquisitions and then successfully sold to the Iron Mountain Group. Tom also served as Director of Henry Heide, Inc., a national confectionery company that he was instrumental in selling to Hershey Foods Corporation. Tom also founded Financial Marketing Services, Inc., a national consulting and marketing distribution company in the financial services industry that he ultimately sold, and he has held several senior sales and management positions with Fortune 1000 companies. He holds an undergraduate degree from Fairfield University and an M.B.A. with Honors from Adelphi University, and he currently serves on the boards of several companies.
tom@heidellc.com  203-326-1801

Alfred P. Colangelo, Senior Vice President, CPA
Prior to joining Heide & Company, Mr. Colangelo was a senior financial executive with a demonstrated track record in dynamic, fast paced, high growth environments. Turned around a $300 million specialty food distribution business, The Chef’s Warehouse and developed an exit strategy for the investors. Significantly participated in the creation of United Rentals, Inc. (NYSE: URI), the largest equipment rental company in the world with revenues of $3.6 billion, 12,000 employees and 700 locations throughout North America. This growth was fueled by raising over $11.5 billion in debt and equity capital through public and private markets and by successfully completing and integrating over 250 acquisitions. More than seven years of diverse public accounting experience with a global accounting firm.
acolangelo@heidellc.com  203-273-3605



· Capital formation
· Mergers & acquisitions
· Managing Wall Street, investment banking & credit agency   relationships
· Extensive GAAP & SEC knowledge
· Internal controls, procedures & general accounting
· Sarbanes Oxley Compliance
· Commercial banking & treasury functions
· Strategic planning & analysis
· Private Equity environments
· Income & property taxes
· Risk management & internal audit
· Turn around experience

Advisory Board
Board member of consulting firm specializing in real and personal property tax reduction strategies and other consulting services.

Bachelor of Science, Public Accounting (1990)
Fordham University – Bronx, New York

James M. Locker, Senior Vice President
rulePrior to joining Heide & Company, James M. Locker was an Operating Partner with Linx Partners, a private equity firm focused on family-owned, industrial businesses. Mr. Locker works closely with Linx portfolio companies to reduce operating cost and increase output, to improve cash flow by inventory and receivable management and to help develop their strategic direction.

Mr. Locker has relationships with regional investment banks and brokers, accounting and law firms to identify suitable platform businesses and carry out pre-acquisition customer and market due diligence. He had worked for Linx since April 2006.

Mr. Locker’s prior career spans a wide range of durable products businesses, from consumer to capital equipment industries; he has sold and sourced worldwide for leading mass-market retail, industrial distribution and OEM customers.

He has contributed in president, corporate development, marketing / sales and engineering roles with Fortune 500 companies, e.g., GE, GTE and Danaher Corporation, as well as with privately owned and private equity owned companies.

Mr. Locker is well schooled in lean practices – six sigma, value stream mapping, strategy deployment – skills honed while part of the senior management development activities at Danaher. He has also developed products recognized for excellence by national publications.

Mr. Locker earned a BE (ME) from City College of New York, an MSME from Purdue University and an MBA from Harvard Business School.
jlocker@heidellc.com  203-979-8867

Jeff Marinstein, Senior Vice President
ruleJeff recently joined Heide & Company after establishing his own strategic management advisory practice focused on strategy at the intersection of business and technology. He is currently an Instructor-in-Residence at the UConn School of Business teaching executive education classes in Blockchain. Jeff was instrumental in building a business strategy consulting practice and the mid-market business segment for Slalom Consulting, a national technology firm with offices in 27 cities.

He is the acting CIO and advisory board member for a private financial advisory firm with over $5 billion in AUM. He developed an investment thesis for Blockchain and digital currency investments. Jeff led an initiative to understand regional cybersecurity issues affecting Fairfield County business for the Regional Business Council.

Jeff spent 18 years at IBM as the Global Head of Strategy and M&A for a $1.5 billion technology service business. He was responsible for a $7 million budget and team of 49. He led 4 acquisitions from concept to deal closure ranging from $4 - $110 million. Largest deal generated $200 million in sales and 35% CAGR.

Jeff is a graduate of the IBM Leadership Development Program at the Harvard Business School which is for the top 1% of IBM sellers (equivalent of HBS Executive MBA). Harvard Business School, Boston, MA (finished 1st in a class of 42 participants). Jeff’s roles include: Advisory to CEO’s, CIO’s, CFO’s on Strategic Technology Direction, Planning & Execution, Interim CIO, M&A, Senior Advisor to Investment Bankers.

jmarinstein@heidellc.com   203-918-8408