Trusted Team • Strong Relationships • Lasting Impact
Homebase: Princeton, NJ • 252 Nassau Street
West Coast: Santa Barbara, CA • 10 East Yanonali Street
Morgan has worked as lead strategic advisor to both public and private companies. He addresses the challenging internal issues that many organizations are faced with, while also facilitating the type of long-term thinking that leads to actionable growth plans. In addition, he represents his clients in M&A processes and in the facilitation of strategic partnerships. His sector expertise focuses on educational publishing, educational technology, consumer products, and media. His clients have ranged from emergent ventures like LearnBiG and The American College Application Campaign, to more developed brands such as National Geographic, Battelle Memorial Institute, Northeastern University, The American Council on Education, ProLiteracy and PBS, where he helped the organization reimagine its commitment to education. The fruits of that work have led PBS to broaden their intentions and accelerate their work in both the formal and informal learning environments.
Additionally, Morgan is passionate about working with business leaders that are willing to follow their own entrepreneurial pursuits and are committed to making a meaningful impact. He currently serves as an advisor to Princeton University’s Keller Center for Entrepreneurship, as a coach at Edsurge's annual Business Immersion event, as a mentor to Village Capital and AT&T Aspires Education Accelerator, as well as NYU’s StartEd Accelerator. He also served as a judge at the Educause Game Changers Business Plan Competition at their annual conference and is an annual judge at the University of Pennsylvania’s Milken-Penn GSE Education Business Plan Competition. Morgan currently serves on the boards of both ProLiteracy, and the Princeton Historical Society. Prior to Tucker, he was an executive at FOX Sports in New York.
Morgan received his B.A. from Lafayette College.
contact: email@example.com ∙ (609) 924-5710 (x101)
Taylor brings a strong foundation in strategic analysis, transaction structuring and partnership development. He is a problem solver with the ability to translate complex business issues into concise frameworks and determine actionable solutions. Taylor’s expertise lies in being able to quickly identify a core challenge and outline a roadmap forward.
As examples, he helped put together the strategic partnership between Mazin Education and Brightbytes, and his strategic advisory work with PBS opened the team to innovate new approaches to impact through educator engagement. For clients like ACE and ProLiteracy, deep analysis of underlying business data revealed opportunities for scalability, while for Dexler Information Systems, a relational approach to partnership structuring put cross-border transaction negotiations on strong footing. He has also led acquisition processes for a range of clients, including Gopher Sport, Fabulous-Furs and GenomeWeb, among others. Taylor serves as a mentor to the Village Capital and AT&T Aspires Education Accelerator venture cohort, as well as NYU’s StartEd Accelerator. He is a guest lecturer for Princeton University's Bendheim Center for Finance.
Taylor has been active in the education, technology and consumer markets for 15 years. He began his career at Morgan Stanley where he focused on M&A advisory in the technology sector. He was later a private equity professional at The Carlyle Group, a leading global leveraged buyouts fund, where his consumer sector deal experience included the acquisitions of Dunkin’ Brands and Oriental Trading Company.
Taylor received a B.S.E. degree in Operations Research and Financial Engineering with high honors from Princeton University.
contact: firstname.lastname@example.org • (609) 924-5710 (x102)
Craig Battle, a founding partner of Tucker Capital, has spent over 40 years in the investment banking business advising corporations on strategic financial issues, acquisitions, divestitures and capital raising. In 1982, he left Wall Street and founded Tucker Capital to bring a high level of corporate finance expertise to small and middle-market companies that were being passed over by the large NYC investment banks. During the 1980s, he worked with a wide range of companies in industries as varied as transportation, specialty chemicals, direct-mail, publishing and medical devices. In 1989, Craig led Tucker into an alliance with a leading consumer catalog consultant, Jim Alexander, to provide strategic advice and M&A services to the consumer catalog industry. Subsequently, he expanded those services into business-to-business catalogs, online retailers and large media companies.
Since the formation of Tucker Capital in 1982, Craig has advised some of America’s most prominent companies, such as Amazon, Disney, Williams-Sonoma, National Geographic, Saks Fifth Avenue, Brooks Brothers and Playboy Enterprises. Craig has been a frequent speaker at industry conferences including the Direct Marketing Association (DMA), the National Etailing and Mailing Organization of America (NEMOA), the Business Direct Group (BDG) and the Software & Information Industry Association (SIIA). He has also been a guest lecturer at New York University’s Leonard Stern Graduate School of Business. Prior to founding Tucker Capital, he was a Senior Vice President at the investment banking firm of Warburg Paribas Becker/A.G. Becker in NYC. In his early career, Craig was a Managing Director at the investment banking firm of Wm. Sword & Company and a Senior Loan Officer at The Fidelity Bank in Philadelphia.
He earned his BA at St. Lawrence University and graduated from The University of Pennsylvania’s Wharton Management Program. Craig is currently on the board of Sea Bags, Gopher Sport, Coast of Maine Organic Products, Rocky Mount Cord Company and the Education Law Center.
contact: email@example.com • (609) 924-5710 (x103)
With extensive strategic advisory and investment banking experience, Kemp’s passion is to assist organizations incubate new and transformative revenue-enhancing initiatives. Working closely with CEOs and their management teams to identify opportunities and barriers, Battle has learned that good strategy is not enough; the execution of entrepreneurship--whatever an organization's size and scope--is always dependent on rigorous, open and innovative processes. Teams form and succeed when they are freed to focus on the calling of the work; when they are compelled to accomplish a strategy because they fully understand what is at stake. Whether helping to unlock the potential of a for-profit’s mission (through acquisitions, joint ventures or internal start-ups) or assisting in the development of the discipline required for a not-for-profit to extend its reach (including structuring innovative public-private partnerships), Kemp is focused on outcomes that sustain organizational capacity and promote profitable growth. His clients have ranged from The Walt Disney Company, Time-Life Books, Scholastic, Amazon, Torstar/Harlequin, Blair Corporation to The National Geographic Society, Sesame Workshop, Public Radio International, PBS, Northeastern, Smithsonian and The American Council on Education.
In addition to working with media and educational companies, Kemp is deeply involved in the emerging genomics/genetic testing industry. He is an investor/board member in GenomeWeb (www.genomeweb.com), the premier news and information provider to the genomics industry, council member and Treasurer of Genetic Alliance (www.geneticalliance.org) the world’s leading nonprofit health advocacy organization committed to transforming health through genetics. As an original investor/board chair of DNA DIrect (www.dnadirect.com), a San Francisco-based provider of guidance and decision support in genomic medicine, Kemp led negotiations with Medco (www.medcohealth.com ) a leading pharmacy benefit manager. In January 2010, the sale of the company was completed. He works actively with Leaders Quest (www.leadersquest.org) as an Associate specializing in quests to India and South Africa. Kemp is also the author of three non-fiction books.
Kemp graduated from Harvard University with honors.
contact: firstname.lastname@example.org • (609) 924-5710 (x105)
Michaela Duffy is a creative strategic thinker with a penchant for action. Her commitment to deep dialogue, collaboration, and service has expressed itself in a myriad of ways in both the public and private sector, but notably in designing, convening, and facilitating generative, cross-functional experiences for diverse stakeholders. She’s worked collaboratively with federal agencies like SBA, GSA, FEMA, and the US Departments of Agriculture, Education, and Energy on making government work for people (not the other way around)—across the full spectrum of policy, casework, and community engagement initiatives. She delights in dovetailing her reverence for detailed, tactical planning with profound, strategic conceptualization in each and every group she works with.
As a lifelong learner, Michaela has been extremely successful in finding meaning and momentum to impact the world through education and workforce related issues. Her early career began in an award-winning retail outfit (because everyone should work in the service industry at some point in their career); she then jumped directly into leading outreach and district activity for a Member of the U.S. House of Representatives. Some 200 community events and two election cycles later, she transitioned from working in government & politics (including a stint as campaign manager) into higher education. Most recently as the Director of Strategic Initiatives at Northeastern University (a US News Top 40 institution), Michaela enjoyed helping to unpack and push the boundaries of projects that strengthen or evolve the value proposition of post-secondary educational experiences. She stewarded numerous innovative projects on behalf of the university’s Lifelong Learning Network, ranging from custom-building enterprise L&D opportunities to new, regional market development & research to shepherding complex, wide-scale change management initiatives. She is a sought-after information visualizer and graphic designer, working with executives to render their visions explicit and accessible. Her interest in and passion for sustainable, democratic human systems has found a renaissance thanks to her collaboration with Kemp incubating networks, institutional transformation, and engagement strategies (particularly the NExT initiative) for organizations.
Michaela holds a bachelor’s in political science from UMass Boston, a master’s in Organizational Communications (with dual concentrations in higher ed administration and online community building) from Northeastern University, and an executive education certificate in Blockchain and Distributed Ledger Technology from MIT. She is currently finishing her Doctorate of Education in Organizational Leadership Studies, also from Northeastern.
contact: email@example.com ∙ (781) 775-1819
Mr. Nesbit is a behavioral consultant who increases organizational effectiveness by enhancing communication, developing teamwork, and guiding culture change. He brings over forty years of diverse experience in communication technologies from his work as a psychotherapist, group therapist, trainer, and consultant.
His unique abilities and interests lie in being a catalyst for change that enhances the ability of individuals and groups to achieve their highest goals. He has the ability to establish a high level of rapport with a very wide range of people. He joins them in their work experience and is able to understand and articulate their strengths and their needs. He then becomes a catalyst for individual, group, and corporate best work.
The services he has provided have included: culture assessment, team building, executive coaching, communication skill assessment, design and implementation of unique training for individuals or groups, meeting facilitation, conflict management and modeling of excellence.
His client experience includes: Blair Corporation, Cardinal Business Media Inc., The Episcopal Diocese of Pennsylvania, The Head Start Program of Bucks County, Independence Blue Cross of Philadelphia, ING Bank of North America, Keane, Kraft Foods, Maritrans Partners Ltd., Modern Group Ltd., Nationwide/Provident Financial Services, Numerous Episcopal Parishes, Osteotech, Pharmacia Deltec, Pocono Lake Preserve, Princeton University Press, Provident Mutual Insurance Company, Providian Insurance Company, Ronald McDonald House of Philadelphia, Schramm Inc., Sentinel Sprinkler Company, The State of Delaware, Valquip corporation, and We Love Country.
Mr. Nesbit earned a B.A. degree in Sociology at the University of Pennsylvania. He is nationally certified as a practitioner of Group Psychotherapy, Sociometry, and Psychodrama. He is also nationally certified as a master practitioner and trainer of Neurolinguistic Programming.
contact: firstname.lastname@example.org • (267) 374-2818
KERISSA BATTLE • STRATEGIC ADVISOR
Kerissa is an accomplished not-for-profit entrepreneur and advisor with extensive experience conceptualizing and developing initiatives for organizational impact, especially within networked organizations. She understands the links that are possible between the public and private sector and has skillfully bridged the divide between academia and entrepreneurship. An accomplished lecturer, she has also developed, evaluated and implemented science, environmental and teacher training programs in multiple university, K-12 and community education settings. Her work as a creative mentor and backcountry field guide brings innovative methodology and technique to her facilitation work in NGO and corporate settings, most recently at PBS, Northeastern University and The American Council on Education.
contact: email@example.com • (631) 553-5207
David Baxendale was a co-founding partner and served as Managing Director of Tucker Capital from 1985 to 2015. Mr. Baxendale has been engaged in managing acquisitions, divestitures and financial and strategic advisory activities for more than three decades. For ten years he was a key strategic advisor and the principal architect of Torstar Corporation's education initiative that resulted in the creation of one of the largest supplemental education companies in the US. He served as strategic and financial advisor to the National Geographic Society for over a decade.
He joined Tucker in 1985 after seven years as Managing Director of Tower Hall, Inc., a New York based investment banking firm. While at Tower Hall, he was a specialist in LBOs and management buyouts. He began his business career with Johnson & Johnson where he served as Director of Strategic Planning responsible for implementing new strategic planning initiatives in J&J's North American operations. Later he founded, and served as Vice President and Director of Johnson & Johnson's venture capital subsidiary, the J&J Development Corporation. In this capacity he oversaw investments in a large number of emerging medical technology enterprises. For 6 years he served on the Board of BioMedical Enterprises, a medical device company that was acquired by Johnson & Johnson in 2016.
His interests include holistic health (he served on the board of Sojourns Integrative Health Center in Vermont); classical music (he has served on the Board of the Princeton Symphony Orchestra); and the preservation of historical properties and open spaces (he has served on the Board of Vermont-based Landmark Trust-USA).
He graduated with high honors in Economics from Harvard College and earned an MBA from Harvard Business School.