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CVG-Firm-Profile-2020.Pdf CCHARRETTVE VENTUGRE GROUP Your architecture firm is unique. Your challenges aren't. We invest in small to mid-sized architecture firms. WWW.CHARRETTEVG.COM | (515)-207-2422 CVGCHARRETTE VENTURE GROUP Filling the void. Charrette Venture Group is one of the world’s only investment companies focusing on growing small-to-mid-sized architecture firms. Our mission is to help architecture firms become better businesses. We offer a unique, shared-risk partnership model that provides financial management, leadership development, marketing and business development, organizational design, ownership transition advisory services, recruitment, and other critical business infrastructure in exchange for a percentage of net operating revenue for a five-year period. If you don’t succeed, we don’t succeed. No equity stake is transferred. There are other companies who do management consulting, but CVG goes beyond that—we are focused on being a long-term partner who takes a stake in both the risk and the reward of our partners’ success. We have architectural roots with an entrepreneurial drive. Our founder, Matt Ostanik, AIA, founded two successful technology companies born from his experience working in architectural firms. He observed architects struggling with business priorities, noticing that they might be excellent at design, but have difficulty dedicating time to marketing, business development, and staff nurturing. When our clients want to strengthen their business acumen, CVG executes a plan for change and growth. Our impact is not only on the firm and its financial picture; but also on the lives of firm owners and employees. How we work with you. Each relationship begins with a holistic assessment report where we review your financial metrics, marketing and business development efforts, operations, and culture. From here we benchmark your firm against similar firms in the industry and offer related recommendations. Our goal in providing this assessment is to deliver valuable insights and actionable recommendations. It is also an opportunity to evaluate if we’re a good fit for a longer-term working relationship. With an investment partnership, both CVG and our partners have a deeper commitment. CVG offers our available suite of services as required to help firms meet aggressive growth targets. In return for this effort, CVG is paid a percentage of quarterly revenue. Contact us to learn more at [email protected]. WWW.CHARRETTEVG.COM CVGCHARRETTE VENTURE GROUP THE CVG TEAM: CVG’s unique structure enables us to retain industry leaders from across the globe to work with our partners. Our carefully selected team includes entrepreneurs, MBAs, architects, marketers, leadership coaches, graphic designers, and administrative and accounting professionals who all have experience working with small architecture firms. We’ve assembled these experts in response to the needs of growing small and mid- sized firms that are too small to bring these services in house, but very much in need of industry-specific business knowledge and tactical resources. Todd L. Reding President and CEO [email protected] Todd runs CVG’s strategic operations while working directly with our partner firms. He has served in many roles in both the private sector and non-profit organizations. He earned an MBA from Northwestern University’s Kellogg School of Management and served as President and CEO of ASI Signage Innovations in 2008. Todd has been involved in multiple start-up businesses and taught as an Adjunct Lecturer on Entrepreneurialism at the University of Iowa. Todd is based in Grinnell, Iowa. LinkedIn Rena M. Klein, FAIA VP of Investment Partnerships [email protected] Rena M. Klein, FAIA is a nationally recognized expert in small firm practice, having served as executive editor of AIA’s The Architect’s Handbook of Professional Practice, 15th edition (Wiley 2013) and as past-chair of the national Advisory Group for the AIA Practice Management Knowledge Community. At CVG she advises partner firms on all aspects of financial management and operations. With 20 years of experience as the owner of a small architecture firm, and over 10 years as a consultant and educator, Rena brings a special understanding of design firms managed by entrepreneurial architects. She has served as an adjunct professor at various universities teaching professional practice, ethics, project management, and leadership to students of architecture. Rena received her Bachelors in Architecture from the University of Oregon and her Masters in Management and Organizational Development from Antioch University in Seattle. Rena is based in Albuquerque, New Mexico. LinkedIn WWW.CHARRETTEVG.COM CVGCHARRETTE VENTURE GROUP Matt Ostanik, AIA Founder, Chairman of the Board, and Account Manager Matt is an architect, entrepreneur, and an experienced business leader. He previously founded and led a construction software company, Submittal Exchange. In a five year period, the company grew from two employees to more than 100 and more than 100,000 users of the product. Matt sold Submittal Exchange to Textura Corporation in 2011 and remained its president. He then served on the executive team at Textura when the company completed a successful IPO on the New York Stock Exchange in June 2013. Matt sought to return to his entrepreneurial roots and formed Charrette Venture Group in 2014. Matt is based in Des Moines, Iowa. LinkedIn Emily Hall VP of Marketing [email protected] Emily brings over 18 years of architectural marketing experience to CVG, with a focus on communicating the unique value that small to mid-sized design firms have to offer. She directs marketing efforts for CVG and oversees the marketing programs of our partner firms. Emily served for over six years as Senior Associate and Director of Marketing and New Business Development at Union Studio Architecture & Community Design and for nine years at Durkee, Brown, Viveiros & Werenfels Architects, both small architectural firms in Providence, RI that have experienced significant growth. Emily received a Master in Business Administration from the University of Rhode Island, a Master of Industrial Design from Rhode Island School of Design, and a Bachelor of Arts from Colorado College. Emily is based in Detroit, Michigan. LinkedIn Xylia Buros Director of Marketing [email protected] Xylia directs the marketing programs of all CVG partner firms. She is a marketing and communications strategist with more than 10 years of experience in the architecture and design industry. For the past two years, she has run her own consulting business that helps innovative firms increase their revenue and visibility through effective communications strategy and media relations. Previously, she served as Marketing Manager at two prominent architecture firms in Portland, Oregon, and as Programs Director at the Portland chapter of the American Institute of Architects. Xylia graduated with a BA in English Literature from New York University (NYU). Xylia is location independent. LinkedIn WWW.CHARRETTEVG.COM CVGCHARRETTE VENTURE GROUP Hope Trory Digital Marketing Expert Hope leads the development of online content and social media campaigns for CVG’s partner firms. She founded hopeworks{design}, a marketing consultancy for built environment professionals based in NYC. Hope studied Architecture at Cornell University and has previously worked at Hamilton Anderson Associates, an architecture firm in Detroit, MI. From there, experience in marketing was gained from working as Graphic Designer at Spiralz Studio and Marketing Director at Cerebrus Environmental Services among other companies. Hope is based in Queens, New York. LinkedIn Lisa Saldivar Creative Director Lisa directs branding, website, and graphic design activities for CVG and our partner firms. Bringing over ten years of experience in designing for the online and print landscapes, Lisa has been involved in many aspects of creating a brand, including project planning, logo development, web design, and front-end development. She has also worked on global brands advertising in national newspapers and magazines across the world. Lisa graduated from the University of Texas at Austin and is currently attending a masters program in Design Thinking in Mexico City. Lisa is based in Mexico City, Mexico. LinkedIn Erin Poppe Marketing Assistant / CliftonStrengths Specialist Erin is a utility player for the Charrette Venture Group team, with contributing roles in both marketing and leadership / strengths development for our Investment Partner firms. She uses her background in journalism and marketing to support projects related to administrative management, business development, digital media, and public relations. As a trained Gallup CliftonStrengths expert, Erin also helps design firm leaders invest in their team’s talents and develop strengths-based cultures. She utilizes the CliftonStrengths assessment to create coaching sessions, reports, and workshops that increase workplace efficiency and engagement. Erin holds a Masters in Public Administration from Kansas State University, and previously worked as a graduate research assistant in Kansas State University’s StrengthsQuest program and as the Marketing Coordinator for Kansas State University’s Career Center. Erin is based in Manhattan, Kansas and is the daughter of a small firm architect. LinkedIn WWW.CHARRETTEVG.COM CVGCHARRETTE VENTURE GROUP Misty Levis Financial Manager Misty applies her high level of organizational skills to overseeing all of CVG’s finances. She
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