Bill Lunsford
President
704-973-9934

Background: Bill spent most of his time growing up on a farm just outside of Roanoke, VA. Having married a girl from Charlotte, NC, he has finally come to terms with living in a city and calling Charlotte home. While he spends most of his weekends now shuttling his four kids to and from sporting events, he always finds a way to get out of the city and spend time in the woods.  Bill is an avid hunter and fisherman and also enjoys reading and coaching youth sports.

Work experience: Bill has spent the last twenty years investing in lower middle market companies. Having been raised by a father that was running a family business, Bill enjoys the unique opportunities and genuine people often found in lower middle market businesses. His prior experience includes international corporate finance work and operating a successful environmental services company.

Industry experience: Waste services, specialty chemicals, replacement parts, financial services, optical components, analytical instrumentation, food, health care services, retail services, cutting tools, heavy truck, car wash supplies, telecommunications, specialty building products.

Education: Bill graduated from Wake Forest University devoid of any academic honors of consequence. He earned his MBA from the Kellogg Graduate School of Management at Northwestern University.

Board involvement: Bill has served on numerous boards of private companies and community organizations. He currently serves on the boards of Bedford Precision Parts, LLC, Centennial Woods Holdings, LLC, and New Market Waste Solutions.

Community involvement: The entire Zabel team is committed to investing time and capital in the communities in which they live and invest. Bill is involved with a variety of community organizations and invests in a significant amount of time as a mentor. He is an active member of his church where he has focused on stewardship and development.

Rich Jones
Partner
704-973-9938

Background: As a result of growing up in five different states, Rich has an unfortunate accent and cheers for far too many sports teams.  He now gladly calls Charlotte his home with his wife, four kids, and a growing number of pets.  Rich enjoys outdoor activities, reading, and live music when he's not chasing after his kids.

Work experience: Rich has been working with Bill and partnering with lower middle market companies for the last fourteen years.  Rich's prior experience includes advisory work with both a middle market investment bank and a global corporate finance and brand valuation consulting firm.

Industry experience: Waste services, healthcare revenue cycle management, automotive dealer services, health insurance, specialty chemical, heavy-duty truck component manufacturing, payment processing services, building products, database management, value-added distribution.

Education: Rich graduated from the University of Virginia with a Bachelor of Science in Commerce with concentrations in Finance and Management.

Board involvement: Rich currently serves on the boards of Centennial Woods Holdings, LLC and Big Brothers Big Sisters of Central Carolinas, and has previously served on the board of five other privately held businesses.

Community involvement:  In addition to serving on the board of Big Brothers Big Sisters, Rich is active in habitat for humanity.

Brian Kohn
Vice President
980-202-6665
 Background: Brian was born and raised in Cincinnati, OH, where he learned the value of patience as a Bengals fan and developed an obsession with Skyline chili. He now lives in Charlotte with his wife, Alison, and daughter, Maddie. Brian and his wife are avid travelers.

Work experience: Brian worked with Bill and Rich at a prior firm. He joined Zabel from EnPro Industries (NYSE:NPO), a diversified manufacturing company where he led corporate development for two divisions and later had P&L responsibility for several product lines within Garlock Sealing Technologies (a division of EnPro). Brian began his career with a middle market investment bank.

Industry experience: Manufacturing, engineered products, power transmission and rotating equipment, aerospace, hygienic components, consumer products, building products, healthcare services, heavy-duty trucking parts, financial services.

Education: Brian graduated from the University of Virginia with a Bachelor of Science in Commerce.

Community involvement: Brian is active in youth mentoring and First Tee Charlotte.
Lisa Foster 
Assistant Vice President & Controller
980-202-5361

Background: Lisa grew up in a US Airforce family before her father retired in Austin, TX.  She lived in Austin for 20 years before moving to Charlotte, NC, which she now calls home. She and her husband Ken enjoy spending time outdoors and traveling, especially out west, where they like to ski, hike, fly fish, and watch wildlife.  They also frequent the beautiful Carolina beaches.

Work experience: Prior to joining Zabel, Lisa was the AVP of Accounting/Controller of Aramark Healthcare Technologies which provided clinical technology services for biomedical and diagnostic imaging equipment in hospitals and healthcare facilities.  She has held several Corporate Controller and Director of Finance positions with companies in various industries. Lisa began her career in public accounting with KPMG.

Industry experience: Technology services, government and defense contracting, industrial yarn manufacturing, marketing and advertising, wholesale distribution, consulting and training services, computer software.

Education: Lisa graduated with a Bachelor of Business Administration with a concentration in Accounting from Texas State University in San Marcos, TX.  She holds an active CPA license from the Texas State Board of Public Accountancy. 

Community involvement: Lisa is an active member in her local church and has spent time volunteering with Joy Prom, Samaritan's Feet, and Rise Against Hunger.
Alex Weinstein
Associate
980-202-6921
Background: Alex was born and raised in Memphis, TN, and attended college in Virginia. Since graduating, Alex has lived in Charlotte where he enjoys staying active outdoors and spending time with friends and family.

Work experience: Prior to joining Zabel, Alex was an Analyst at Deloitte Corporate Finance, where he worked on middle market mergers and acquisitions across a range of industries.

Industry experience: Consumer products, business services, health care services, marketing and media services.

Education: Alex graduated from the University of Virginia with a Bachelor of Science in Commerce and a Bachelor of Arts in Mathematics.

Community involvement: Alex has spent time volunteering through Relay For Life as well as coaching various youth sports.
Matthew Oellerich
Associate
980-202-6922
Background:Matthew grew up on Signal Mountain, just outside of Chattanooga, TN. Before moving to Charlotte with his wife Betsy, he began his career at Stephens Inc. in Little Rock, AR. Matthew and Betsy enjoy spending time with friends and family, traveling, and following Ole Miss sports.

Work experience: Prior to joining Zabel, Matthew was an Analyst at Stephens Inc., where he worked with middle market companies on mergers and acquisitions and capital raises across various industries.

Industry experience:Telecommunications, technology, manufacturing and value-added distribution.

Education: Matthew graduated from the University of Mississippi with a Bachelor of Accountancy and a Bachelor of Business Administration in Finance.

Community involvement: Matthew is active in his local church and a number of non-profit campus ministries.
Mary Ann Fowlkes
Executive Assistant
980-202-6920
Background: MaryAnn grew up in Lancaster, Pennsylvania where she developed a great love for family, football and warmer weather. After spending a decade in the Pacific Northwest, she followed family to the sunny, blue skies of Charlotte, North Carolina. MaryAnn and her husband have three girls, one granddaughter, and a little white fluffy dog. They enjoy traveling, playing golf, and cheering for the Carolina Panthers and USC Gamecocks.

Work experience: Prior to joining Zabel, MaryAnn enjoyed supporting executives at Bowles Hollowell Conner, First Union, Wachovia Securities, and most recently the president of a local engineering firm.

Industry experience: Human Resources, Recruiting, Event Planning

Education: MaryAnn graduated from Lancaster Bible College with a Bachelor of Science in Christian Education with concentrations in Elementary Education.

Community involvement: MaryAnn is an active member in her local church and volunteers with the March Forth With Hope Foundation.