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Brett Potts

brett-potts

Brett Potts
Partner
Orange County

Tel: 310-645-7900 x. 33

Brett Potts advises business owners, shareholders, corporate boards and investors in matters relating to mergers and acquisitions, corporate development, financial analysis and valuation for NewCap Partners.  Brett has mergers and acquisitions experience across a broad base of industry sectors including:  software, composite materials, aerospace and defense,  manufacturing, horticulture, business-to-business services and training.

Prior to joining NewCap Partners, Brett founded Coast Practical, Inc., a growth and exit consultancy with a portfolio of small business investments, focusing on high growth businesses in Southern California across a variety of sectors.   Brett has held Board of Directors, CEO, CFO and COO roles in several of these portfolio clients and led or otherwise been involved in many M&A and capital raising transactions as a result of this work.

Prior to Coast Practical, Brett led business units within Cintas Corporation (NASDAQ: CTAS), spending five years as a General Manager specializing in turnarounds.  In each of his four key leadership roles, the business units made dramatic rapid progress in profitability, year-on-year growth, safety and customer satisfaction, while reducing employee turnover.  He was regularly involved in strategic advisory on acquisition prospects for the growing Fortune 500 company.

Brett began his career as an officer in the United States Navy.   As a Surface Warfare Officer, Brett served as a Visit, Board, Search and Seizure (VBSS) Officer in the Arabian Gulf in support of United Nations Sanctions against Iraq, deployed aboard USS CLEVELAND.   When the ship returned to homeport, he was assigned as Electrical Officer, overseeing the maintenance and upgrade of the ship’s electrical and communications plant.   Brett’s next assignment was as Navigator of the Aegis Destroyer USS STETHEM.   Following a successful, safe deployment to 17 overseas ports, he was assigned as Cruise Missile Branch Head of Fleet Combat Training Center Pacific, where his training specialty was deployment of the Tomahawk Cruise Missile and its associated systems.

Brett graduated from the United States Naval Academy in 1995, receiving a Bachelor of Science in Engineering.  He holds an M.S. of Information Technology (Database & Web Analytics) with Honors from the University of San Diego and an International MBA (Finance) with Honors from the University of Southern California’s Marshall School of Business.   Brett also holds Series 63 and 79 licenses.

Brett currently serves as Vice Chairman of the House Committee, Voting Member Joint Finance and Audit Committee,  and Trustee on the Board of Trustees for the United States Naval Academy Alumni Association.

Representative Experience

  • Purchase of Coastline Metal Finishing by Coast Plating, Inc.
  • Sale of Coast Plating group to Trive Capital
  • Capital raise for TEI, Inc.
  • M&A Advisory for Athletes2Business
  • M&A Diligence and Advisory for Cintas Corporation

Speaking Engagements

  • 2016, Keynote:  Negotiations in Procurement, Mitsubishi Electric
  • 2016, Keynote:  Successful Service Academy Entrepreneurs: Their Stories and Lessons Learned
  • 2015, Keynote:  Managing Change in an M&A Environment, Avaya/Schneider Electric
  • 2014, Keynote:  Strategic Vision Creation for Superior Court of California, County of Orange

Board Positions

  • Board of Trustees, United States Naval Academy Alumni Association (2014 – Present)
  • President, Board of Directors, USNA Alumni Association, Los Angeles Chapter (2011-2014)
  • Board of Directors, TEI, Inc. (2010-2014)
  • Vice President, Board of Directors, St. Olaf Lutheran Church (2011-2014)