THE AMDEL TEAM
Chief Executive Officer
Buying and Selling BusinessesWilliam (Bill) Coluccio possesses a unique blend of business experience, both as a successful entrepreneur and an established Senior Executive with positions at several privately held and public companies. His 35-year career spans both the Domestic and Foreign business arena.
Early in his career, Bill held a series of senior executive positions at several fortune 500 companies including: Special Advisor to Accenture; Managing Director for KPMG; Vice President of Investment Banking for Mitsui Bank; Director for the Geneva Corporation; and Assistant Controller for Philip Morris Companies.
As the founder of Amdel Associates in 1988, a boutique Investment Banking firm in New York City, Bill has represented both public and privately held companies in the U.S.A., Japan, and Europe seeking strategic acquisitions. He has raised significant equity capital and successfully negotiated and structured the purchase and/or sale of over 40 privately held businesses in the $20 million to $600 million-dollar valuation range.
Additionally, Bill’s experience as a business owner and operator has afforded him the opportunity to successfully create and build several businesses, including; an Insurance General Agency, an Independent Marketing Organization, a Chain of Retail Franchises, a Telecommunications Distribution Company, and a Seminar-Based Financial Services Firm.
He is the author of several articles and seminars on such topics as Mergers and Acquisitions, Succession Planning of Privately Owned Companies, and Estate Tax Planning. Over the years, he has been interviewed and/or quoted in Fortune magazine, The Wall Street Journal, the New York Times, the Japan M&A Reporter, and the Los Angeles Daily Journal Law Business.
Bill received a BBA degree in Accounting and Finance from The Lubin School of Business at Pace University and an MBA degree in Taxation from the Pace University Graduate School. He is a registered securities representative holding Series 7,6,65, and 63 securities licenses. He is also an active member of the Association for Corporate Growth, the New Jersey Chamber of Commerce, and the Council of Franchise Suppliers. Bill lives in Holmdel, New Jersey, and is a proud father of a daughter and two sons; and a very happy grandfather of two granddaughters.
Dr. Swaim combines over 50 years of practical international business experience with a distinguished record of teaching and graduate level research in the field of management and executive development. He collaborated with Peter Drucker (known as the “Father of Modern Management”) in developing Drucker’s over 65 years of contributions to management thinking into an EMBA and Executive Development Program for Chinese executives and managers in China. Dr. Swaim was a student, colleague, and personal friend of Peter Drucker for nearly 30 years prior to Drucker’s death in 2005. Dr. Swaim spent 10 years living in Beijing and teaching the Drucker Programs throughout China.
Prior to joining Amdel Associates, Dr. Swaim was President of the Coto Group, Inc., a consulting and financial services firm which provided merger and acquisition, employee stock ownership plans, debt and equity financing, business valuations, and other corporate finance services to both privately held and public companies on a domestic and international level. He also has extensive experience in dealing with transition management issues associated with mergers and acquisitions to ensure a successful new business combination. Dr. Swaim also developed and conducted management and executive development programs for multinational, joint venture, and private and state owned enterprises in China.
He has held executive positions with the Geneva Companies, a middle market merger and acquisition firm, Occidental Petroleum where he was instrumental in completing the second largest acquisition in U.S. history at the time, and also with Mobil Oil and Xerox.
He completed his doctoral work at Claremont Graduate University (Drucker Graduate School of Management) and also holds an MA in Management from Claremont; an MBA from Pepperdine University; and a BBA from the University of Pittsburgh. Dr. Swaim has also served as Associate Professor of Management and Organization Development for the University of San Francisco Graduate School and was a Visiting Distinguished Professor of Management for Saint Leo University’s China MBA Program, Beijing Institute of Technology and the University of International Business & Economics (Beijing, PRC). He recently became an Advisory Board Member to the Fisk College of Business, Florida Institute of Technology
He also served honorably as a Captain in the United States Marine Corps
Robert W. Swaim, Ph.D.
A Senior Executive with over forty years in the Insurance Industry, nineteen of them with Transamerica Life Companies, Mr. Baitler rose to the level of Chief Operations Officer for Transamerica Life Insurance and Annuity Company in 1978. He was responsible for the Group Life and Health Division and turned it around from operating at a loss to a profitable business that was sold to Provident Life and Accident. He then served in several senior management and board positions, lastly as Executive Vice President and Chief Administrative Officer for the Transamerica Life Companies.
Mr. Baitler was responsible for a number of Transamerica Life Companies’ special ventures including a mass marketing company, a broker dealership, a structured settlements operation and an insurance operation in New York. In addition, he was responsible for the Company’s Mergers and Acquisitions function and its Corporate Asset/Liability Management Division. During his management of the Merger and Acquisition function, Transamerica successfully divested itself of its group life and health insurance operations and its Australian subsidiary. When Mr. Baitler left Transamerica he was a member of the Executive Committee of the boards of all the Life Insurance Companies
Prior to joining Amdel Associates, Mr. Baitler started a consulting firm where he acted as Strategic Advisor to National Insurance Carriers, guiding their Senior Executives in articulating a vision and a prioritized strategy to achieve that vision. He successfully assisted his clients in implementing the appropriate external elements of those strategies, which then led to significant mergers, acquisitions and divestiture opportunities, with a focus on alternative distribution organizations.
Mr. Baitler has served as an Operating Director of Arsenal Capital Partners as well as a board advisor to portfolio companies. Born in New York, Mr. Baitler received his Bachelor’s degree in Mathematics from Union College in New York. He has been a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.