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Contact: Melissa Robbins
Scofield Communications
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The Alford Group Inc. Makes Transition
to Become Management-Owned Company
 

Long-Term Vision and Planning of Founder Jimmie R. Alford Culminates in Leveraged Buyout and a Management and Governance Structure to Carry the Firm into the Future

January 13—The Alford Group Inc., a premier consulting firm serving the not-for-profit sector, is announcing a change in ownership structure with a leveraged buyout by the Company’s management team. Founder and Chair Jimmie R. Alford, CFRE will transfer the remainder of his equity in the company to a group of managers, making The Alford Group a leading management-owned firm in the non-profit consulting industry nationwide.

Alford will remain as Chairman of the Board and will continue to serve clients and remain actively involved in the leadership of the company. Tom Mesaros will continue in his current role as President and CEO. Greg Simoncini will serve as Senior Vice President of the Midwest Region.

Jimmie Alford’s decision to transfer ownership of The Alford Group to the management team reflects his goal of ensuring the company’s long-term stability, securing its place as a leader in the industry and maintaining its reputation for renowned client services to the not-for-profit industry. Although still operating as a private company, The Alford Group’s forward looking new ownership model mimics those frequently seen in public corporations.

“This is the culmination of a plan that I set into motion four and a half years ago to position the firm for the future by transitioning to a management-ownership business model,” said Jimmie R. Alford, Founder and Chair of The Alford Group. “Our board and management team has been involved in this process all along. We want to practice what we preach by implementing business strategies that will ensure long-term stability, high quality customer service and accountability. As Chairman of the Board, I can continue to focus my energy on what I love to do, which is provide valuable service to our clients in the not-for-profit sector.”

The successful and seamless transition of the ownership of The Alford Group from its founder to a management group follows the Company’s expansion of its Board of Directors in October 2005. With a structure that mirrors a public company, The Alford Group has ensured that its long-standing reputation for accountability, transparency and sound management will continue far into the future.

The Alford Group’s Board of Directors is comprised of both senior management leaders and outside professionals that bring added value and expertise to the firm. Senior managers are also shareholders in the company.

Founded in 1979, Mr. Alford has historically retained sole ownership of The Alford Group. The Alford Group has been a leader in the not-for-profit management and fundraising consulting industry for over 26 years. With offices in Boise, Chicago, Detroit, San Diego, Seattle and Washington, D.C. and 50 employees, The Alford Group provides leadership in improving the quality of life by strengthening not-for-profits. The Alford Group provides each client with personal attention and effective strategies that are specifically tailored to their individual needs, goals and mission. The firm has worked with over 1,000 diverse not-for-profits with budgets and missions ranging from grass roots social service agencies to well-established museums, colleges, healthcare facilities and other organizations in the sector.

“I share Jimmie Alford’s enthusiasm for establishing infrastructure that will enable the firm to grow and maintain its position as an industry leader,” said Greg Simoncini, Senior Vice President of the Midwest Region. “The senior management team will continue to govern The Alford Group with the same outstanding business practices and noble values that Jimmie implemented when founding the company 26 years ago.”

About The Alford Group

As a premiere consulting firm to not-for-profit organizations, The Alford Group is dedicated to the long-term success of our clients, recognizing the contributions each client makes to the quality of life in their community.

The Alford Group offers the trusted objectivity and a wealth of experience that reflects having worked with over 1,000 clients nationally since 1979. The Alford Group serves the full spectrum of not-for-profit organizations –all sizes, in all sectors, reflecting a broad range of missions and goals. Our clients benefit from both the strength of a national consultant network and the focus of the individual consultant’s personal attention, insight, and knowledge of local communities.

The Alford Group helps strengthen clients through organizational development; fundraising and resource management; executive search; and knowledge management solutions. The values of The Alford Group are: Creativity, Diversity, Excellence, Integrity, Joyfulness, Leadership, and Respect.

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