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PACE Financial Group was founded as a national ESOP practice
with a very strong commitment to corporate finance transactions
in Indiana and the Midwest.
- Decades of relevant experience
- Successfully completed hundreds of corporate finance and
approximately 100 ESOP transactions
- Fortune 100 ESOP, debt, equity and currency expertise
- Served on the national ESOP Association Finance Committee
- Served as President of the Indiana State ESOP Association
Chapter
- Started a life science company, served in CFO roles of
very large and very small companies, public and private.
George
G. Cassiere, ASA, CFA
President/Principal
George has two decades of corporate finance and ESOP experience.
Over this time he has been part of hundreds of successful
capital raising projects and equity transfers. He was formerly
the Managing Director of Goelzer Investment Banking and a
treasury professional at Eli Lilly & Company with corporate
finance responsibilities. He is an Accredited Senior Appraiser
(ASA) and a Chartered Financial Analyst (CFA). George holds
an MBA from the University of Virginia and graduated with
honors from Florida State University with a B.S. degree in
Finance. George has been published in numerous publications
and speaks frequently to professional organizations. He has
served as President of the Indiana State Chapter of the ESOP
Association and serves on the Finance Committee of the National
ESOP Association.
Thomas
C. Schroeder
Tom is former Executive Director of Finance and CFO for Eli
Lilly & Company’s U.S. Pharmaceutical business.
He also served as Lilly’s Assistant Treasurer, a company
officer responsible for worldwide debt, investments currency/interest
rate risk and cash management, and financing all subsidiaries.
He was responsible for short and long term balance sheet planning,
rating agency relationships and deal support. Tom has extensive
small company experience as well, including a key management
and leadership role in starting Heart Rhythm Technologies,
a medical device company that is now part of Guidant Corporation.
Tom earned an MBA degree from Northwestern University, a B.S.
in Accounting with honors from DePaul University, is an Illinois
CPA certificate holder and member of the AICPA.
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