Paul Lavallee (MBA, CPRS, CFPIM)

Paul Lavallee (MBA, CPRS, CFPIM)

Strategic advisor

About

-‘25 9th Dan black belt Kuntao Ju Jitsu-‘24 Sold SCNH to Summit BHC, Guro rank cert in Pekiti Tirsia Kali / iKali-‘23 Strategic advice to CEO’s. Expanded investment portfolio. Expanded women’s recovery living to domestic abuse shelter. -‘21 Exit achieved on Torchlight.care by LifeSpeak (cash & stock); Lavallee group real estate LLC's 100% debt free, above market rate cash flow; Dagaso Tirsia iKali, iKali Hagdan Dalawa, iKali & PTK Lakan Guro; survived Covid-‘20 Second location Herren Wellness opened; Shihan (Master Instructor); iKali Instructor Hagdan Isa-‘19 Published "Petronelli's Kuntao Ju Jitsu"-‘16 Investor: Herren Wellness; Jacob Hill; Medssenger.com; MarigoldHealth (formerly SunriseHealth.co) ; Series A Torchlight.care-2015-‘16 Investor Healing Hills Treatment (acquired by RCA at Westminster) -2004-Residential & commercial real estate & non-profits.-1989-2005 Founder / operator Venturefuel helping grow software venture clients. Boards & advisory board roles / investor incl: Marketmax (Acq by SAS), Eyretel (investor, IPO roadshow consultant), Interim exec role: Nevum 2003 (US market test), EVP Salesnet (strategy), EVP - MARC Global acq. by Red Prairie 2005.-2000-2001 Americas president Prime Response. (IPO in 2000 then acquired by Chordiant in 2001)-1998-2000 EVP Firepond. (IPO in 2000)-1995-1998 Americas pres., SSA. Turned around growth (from $350mill to $500 mill) and raised $150 mill in converts.-1990-1995 Founder, Effective Management Systems (EMS) East Inc. EMS East Rolled into EMS Global (IPO in 1995)-1987-1990 General Manager, SSA (doubled revenue post acq. of ASE)-1981-1987 Founder - ASE, $20mill. rev. acq. by System Software Associates (SSA) post IPOMfg Industry roles:1981 Materials Manager Itek / Univis Frame Mfg & part time launch of Advanced Systems Engineering1978 Chief Information Officer Itek / Univis Frame Mfg1976 Information Systems Manager Taco (Pump Mfg Co)1973 Intern, Info. Tech. Mgr at Newman Crosby Steel Co Volunteer and or philanthropic roles:www.rwu.edu/academics/schools/gsb/ (advisory board)Kuntao Ju Jitsu (board) Shihan, 9th Dan, Master InstructorNHCORR New Hampshire Coalition of Recovery Residences co-founderwww.theherrenproject.com (retired board)www.SavingTeens.org (retired board)www.RICares.org (retired board)www.WebsterPlace.org Founding incorporator/chairman & merged with Easter Seals of NH (retired board)www.RiverzEdgeArts.org (retired board)www.NewfoundRecovery.com (CEO)

Country

United States

City

Bristol

Industry

Mental Health Care

Skill

Teaching, Teaching Martial Arts, Guro (Instructor) Pekiti Tirsia Kali / iKali, Exit Strategies, Mergers & Acquisitions (M&A), Financial Analysis, Investing Board Member, iKali Pekiti Tirsia, Mergers and Acquisitions, Addiction Healthcare, Kuntao, Jiu-Jitsu, Accounting, Agile Methodologies, Start-ups, Strategy, Leadership, CRM, Strategic Planning, Mergers & Acquisitions

Experience

Confidential clients

Strategic advisor

Confidential clients

2005-1 - Present · 21 yrs 9 mos

United States

Sell side / exit advice to substance use disorder treatment and tech industries. Recent exits for SCNH to Summit BHC; Torchlight to Lifespeak; Healing Hills Treatment to Recovery Centers of America, Webster Place Recovery Center to Easterseals…

Herren Wellness

Investor / Board member

Herren Wellness

LinkedIn
2017-8 - Present · 9 yrs 2 mos

Seekonk, Ma

Herren Wellness is an innovative holistic health and wellness organization created by former Boston Celtic, Chris Herren, a recognized motivational speaker committed to the prevention and recovery of substance use and behavioral health disorders. Herren Wellness believes that prevention, identification and early intervention can change the trajectory path of addiction and behavioral disorders. Herren Wellness is comprised of life coaching with a focus on sleep analysis, fitness and nutritional guidance, mindfulness strategies and educational workshops. The holistic approach is designed to empower individuals to accept and maintain a healthy lifestyle that supports well-being and paves a path for success. Herren Wellness Group will be opening it’s first location, Herren Wellness at Jacob Hill, in early March, 2018. Whole person wellness retreats for mind, body and soul. Fitness, nutrition, sleep, prevention of and recovery from substance use, stress management, holistics.

Jacob Hill Properties, LLC

Investor, board member

Jacob Hill Properties, LLC

2017-9 - Present · 9 yrs 1 mo

Seekonk, Massachusetts, United States

Property NNN lease to Herren Wellness

Lavallee Real Estate Trust

Investor

Lavallee Real Estate Trust

2004 - Present · 22 yrs

Providence, Rhode Island Area

Residential and commercial real estate portfolio. Properties in RI, MA, NH, Fl

Marigold Health

Investor

Marigold Health

LinkedIn
2018-1 - Present · 8 yrs 9 mos

Greater Boston Area

Smart chat based group therapy with AI / Natural Language Programming to provide group and individual sentiment clues to therapist monitors. For Patients: Accessible, on-demand, and stigma-free peer and therapist support. For Providers: Increased efficiency with real-time smart monitoring. For Institutions: AI analytics, early sentiment detection, and reduced cost.

Medssenger

Investor / Advisor

Medssenger

LinkedIn
2016-12 - 2024-12 · 8 yrs 1 mo

Baltimore, Maryland Area

http://www.medssenger.com Bringing patients and providers together for better outcomes. Medssenger combines messaging and workflow to connect everyone involved across the entire continuum of care for each patient.

Roger Williams University

Advisory board member Mario J. Gabelli School of Business

Roger Williams University

LinkedIn
2007-3 - 2024-4 · 17 yrs 2 mos

Bristol, Rhode Island

http://www.rwu.edu/academics/schools/gsb/ In addition to traditional coursework, the Gabelli School of Business provides for its students study abroad opportunities and internships with companies ranging from entrepreneurial ventures to Fortune 500 organizations. With 31 faculty and 950 students, offers degree programs in accounting, business law, economics, finance, international business, management, marketing and web development. A particular point of pride is the Center for Advanced Financial Education (CAFÉ), now (2015) in its tenth year, where a select group of undergraduate students manage two real dollar portfolios: the $100,000 Student Investment Management Fund (large cap international growth) and the $60,000 RWU Gabelli Value Fund (domestic large cap value). In 2014 our student fund managers won two prestigious national competitions for their outstanding achievement: the Quinnipiac Global Asset Management Education (QGAME) IV Forum and the University of Dayton’s RISE Competition. The Gabelli School has recently enjoyed substantial growth in enrollment, and has attracted accomplished new faculty in finance, marketing and management, as well as distinguished practitioner faculty across a variety of disciplines and industries. Role of the Advisory Council Members of the Dean’s Advisory Council provide engaged support for GSB’s vision and priorities. The Dean’s Advisory Council has a specific role in the re-accreditation of the Gabelli School of Business through their input. Members play a critical role in forging deeper connections with professional and industry advisors to ensure the quality of our curriculum, expand resources for our faculty and students, increase the Business School’s experiential educational offerings and expand upon our reputation for excellence in business education.

LifeSpeak Inc.

Investor

LifeSpeak Inc.

LinkedIn
2021-12 - 2024-3 · 2 yrs 4 mos

(TSX:LSPK) Mental Health and Total Wellbeing Education Leader Continues to Diversify and Deepen Capabilities with Acquisition of Boston-Based Provider of On-Demand Caregiver Support

Sobriety Centers of New Hampshire

Strategic Sell Side Advisor. Successly acquired by Summit BHC

Sobriety Centers of New Hampshire

LinkedIn
2021-8 - 2024-3 · 2 yrs 8 mos

United States

Strategic Confidential Advisor to Owner in acquisition by Summit BHC

RIGHT CHOICE HEALTH GROUP LLC

Strategic Advisor

RIGHT CHOICE HEALTH GROUP LLC

LinkedIn
2021-8 - 2023-1 · 1 yr 6 mos

Massachusetts, United States

Founder strategy advice

Education

Providence College

Providence College

LinkedIn

Business

1980 - 1985 · 5 yrs

Magna cum laude Started my first consulting and software business while completing my MBA.

Roger Williams University

Roger Williams University

LinkedIn

Accounting & Information Systems

1972 - 1976 · 4 yrs

Magna cum laude Co-op experiences included developing accounting, costing, inventory, spreadsheet and order processing software for Newman Crosby Steel Company. Also performed accounting functions including P&L preparation and corporate tax return prepartaion.

Columbia Business School

Columbia Business School

LinkedIn

Finance M&A

2021-12 - 2022-3 · 4 mos

Paul Lavallee (MBA, CPRS, CFPIM)'s Contact Information

Email

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Phone

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