The first CFE event of 2021 will feature a Zoom presentation by Jeffery Kadlic, followed by a Q&A session and then 30 minutes of networking following the discussion.
With your RSVP you will receive a confirmation email containing the Zoom meeting link.
Since 2005, Evolution has specialized in helping entrepreneurial businesses transform into professionally run organizations by providing a strong foundation for profitable growth through its Five Fundamentals methodology. As a team of investors, partners and employees, our primary passion and motivation is to inspire entrepreneurs and their small businesses to grow and thrive under any economic circumstances.
Because Evolution partners have all been entrepreneurs themselves, they understand the challenges and rewards that come with running a small business and can provide that invaluable “been there, done that” advice on how to profitably scale a company as quickly as possible.
At Evolution, we deliver value to our partner companies through not only our growth equity, but also by sharing our deep expertise, unique experiences and Five Fundamentals methodology—making us an ideal partner for many small-business owners.
Jeffrey Kadlic is the Founding Partner of Evolution Capital Partners, a nationally recognized and award-winning private equity firm dedicated to driving small business transformational success. His passion is simple; arm and inspire entrepreneurs today with the operational leadership, capital management, and success drivers that competitive markets demand. He is creator of Evolution’s Five Fundamentals℠; the systematic organizational change agent that transforms the challenges small businesses face into sustainable and profitable growth.
Prior to forming Evolution Capital Partners, Jeff executed complex investments within large institutional settings for over 10 years. Collectively, his varied institutional investing experience laid the foundational experiences and market knowledge required to be successful across the competitive investment landscape of today. Jeff earned his Bachelor of Science degree in Finance from Miami University (Ohio) and a Master of Management Studies degree from the Kellogg Graduate School of Management at Northwestern University.
Evolution Capital Partners was the recipient of the 2014 Association for Corporate Growth (ACG) Deal Makers Award. Ernst & Young recognized Jeff as a 2013 Entrepreneur of the Year finalist. Evolution Capital Partners was the 2013 recipient of Inc. Magazine 500 Award, featuring it as one of the fastest growing companies in the U.S. In 2009 Jeff was the recipient of Cleveland Crain’s Business 40 Under 40 as one of Ohio’s leading business professionals.
Jeff is a published writer and national speaker on the matters of micro markets, micro buyouts, entrepreneurial business strategy, and organizational transformation. He co-hosted a radio show “The Second Stage,” a program dedicated to best practices impacting the entrepreneurial community. He served as the philanthropic board president for the Nature Center at Shaker Lakes and remained on the board for 9 years until he termed out in 2019 but remains active in this non-profit. Jeff is on the Board of Directors for the John W. Altman Institute for Entrepreneurship at Miami University and also serves on Miami University’s Parent Council. Jeff was also the chairman for the Miami University Cleveland Development Board. Jeff currently lives in Cleveland, Ohio with his wife and four children.
JP Morgan Private Bank is a leading provider of wealth management solutions and advice and is an important segment of JPMorgan Chase, the largest US bank and the 6th largest bank in the world. For more information about JP Morgan Private Bank’s services please contact us:
Creative Gold Media is a video production company based in Cleveland, Ohio. We specialize in video production and related services for branding, promotion and training. We help non-profits and small businesses attract new clients and increase revenue. For more information please contact:
Cleveland Private Trust Company engages with Families and Entrepreneurs through several unique service offerings. Many of our clients elect for us to conduct a Comprehensive Financial Plan to address both simple and complex financial needs. Allowing us to use the findings of this process creates financial efficiencies, significant fee reductions and true clarity.