Meet the Team
IAG enables small and mid-level businesses to deliver multi-generational wealth to owners. With great pleasure, I’d like to introduce our team members – each of whom brings unique, valuable skills for our incredible clients. Our partners play an important role in building assets for our clients and shaping the future of our partnership, products, and services.
Terry Ingram
CEO
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Terry Ingram is an experienced C-Suite leader, a strategic adviser to owners of middle-market businesses, and an experienced Board contributor with a strong sense of integrity, drive, and structure. With over 30 years tenure in marine, industrial, and commercial manufacturing and sales operations, Terry brings a uniquely practical outside perspective, strong leadership skills, and strategic thinking to his Boards. From his US Navy submarine service to his long service as CEO and President of Allagash International, Terry’s experience has included oversights of product lines that are being utilized today by companies such as Shell, Pfizer, Nestle, International Paper, MWRA, Anheuser Busch, Bristol Meyers Squib, Texas Instruments with one of America’s leading process control manufacturing companies. Offering critical financial and operational insights, Terry helps CEOs deliver their mission by mentoring key executives and improving retention, productivity, market share, and profitability. Terry has been involved in several acquisitions and corporate turnarounds, leading successful expansion into international markets within APAC, LATAM, and Eastern Europe, serving Fortune 500 clients.
E-mail: ti@ingramadvisorygroup.com
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Peter Aronstam
Partner
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Peter Aronstam brings more than 35 years of experience in accounting, finance, banking, international trade, business acquisitions and exits, and law to his clients. His career is marked by a progression of senior finance roles with growth and performance-driven enterprises, including global banks, large international manufacturers (revenues +$25 billion) and chief financial officer roles in a variety of companies. He is a decisive, focused, and versatile financial executive with uncompromising integrity.
Peter has worked in and advised privately-owned and publicly-held businesses since 1978, providing full-time and part-time, interim or fractional CFO services since 2000. His background includes start-up VC-backed entrepreneurial companies; manufacturing, technology and service companies; public-company CFO; corporate and international banking in major multinational banks; managing HR and IT functions; and raising more than $500 million in debt and equity for his companies and their customers.
Peter’s diverse background gives him skills to resolve issues not only in the financial arena, but also to assist business owners in analyzing and improving all areas of their business operations. As an entrepreneurial and analytical C-level finance officer, he has taken existing companies and improved their processes, controls, procedures and profitability.
Peter’s broad experience gives him the advantage in identifying key factors that will improve the health and growth of a business. He is a strong team builder who clearly understands how to work with the key stakeholders in a business to build value, grow and protect their assets and achieve their personal goals. He knows how quickly to analyze all aspects of the business to identify problem areas and develop viable solutions. His understanding of finance and operations allows him to develop the financial systems to support the company’s operations. His skills in strategic business planning, establishment of operational/financial controls, structuring of transactions, IT systems integration, human resources, and risk management can be used to resolve a very broad range of issues.
Peter has many years of expertise in developing financial forecasts that have been used to raise capital and support business plans. He has been involved in numerous business acquisitions, and his legal background gives him the valuable ability to interpret and negotiate legal language and ensure that the deal terms clearly match the parties’ intentions. Peter has also dealt with companies with high growth rates and companies that have run into financial problems and have had to downsize. His teaching experience and background in developing investor relations programs have created communication skills to equip him to work with investors, boards of directors, and personnel at all company levels to create timely financial reports, implement internal controls, utilize software solutions to reduce costs and generate accurate financial and tax reporting systems. He understands how to take complex strategies and communicate them in a way that makes it easy for others to understand and execute.
Born and educated in South Africa, Peter earned his Bachelor of Commerce, Bachelor of Law and PhD from the University of the Witwatersrand in South Africa. Peter has worked in South Africa, Canada, and the USA. He currently lives in Boca Raton, FL.
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Rodrigo Azeredo
Partner
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Rodrigo Azeredo is a Partner at IAG, leveraging over two decades of experience to guide organizations in establishing robust compliance frameworks, proactively managing risks, and implementing effective governance structures. Recognized for his expertise in Compliance, Risk Management, and Board Governance, Rodrigo helps clients navigate today's complex business landscape, building resilient and ethical organizations.
Prior to joining IAG, Rodrigo held key leadership positions at PwC and EY, where he spearheaded the implementation of enterprise-wide risk management programs aligned with international standards and regulatory requirements. His experience also includes significant tenures at Shell Oil Company and Superior Energy Services, providing him with deep insights into the unique compliance and risk challenges within the Energy sector.
Rodrigo is highly skilled in building strong compliance cultures, developing comprehensive risk assessment methodologies, and conducting corporate investigations to uncover and address compliance violations. He advises Boards of Directors on transparent decision-making processes, ethical leadership, and fostering long-term stakeholder value.
Alongside his core expertise in Compliance, Risk Management, Board Governance, and Corporate Investigations, Rodrigo possesses a strong understanding of Environmental, Social, and Governance (ESG) principles and Data Protection regulations. He recognizes the importance of integrating these elements into a holistic compliance strategy and works with clients to develop their capabilities in these areas.
Rodrigo holds an MBA in Foreign Trade and International Affairs, a Law Degree, and is a Certified Compliance & Ethics Professional – International (CCEP-I) and by the Private Directors Association. He is fluent in English, Portuguese, and Spanish, enabling effective collaboration with international clients.
With Rodrigo's guidance, IAG clients can confidently mitigate risks, optimize compliance programs, strengthen board governance, conduct thorough internal investigations, and build sustainable organizations, all while developing their expertise in ESG principles and Data Protection regulations.
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Shaun Bemis
Partner
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Shaun Bemis is a seasoned operational leader and strategic advisor specializing in scaling startups, optimizing operations, and delivering transformative business outcomes. With a distinguished background spanning leadership roles in consulting, SaaS, and high-growth organizations, Shaun excels in driving revenue growth, operational efficiency, and global market expansion.
Currently serving as a Fractional COO and Chief of Staff at Left Foot Right Foot Consulting LLC, Shaun has successfully guided businesses from inception through early-stage scaling, generating six-figure revenues and implementing data-driven change management strategies. His prior role as Director of Growth at LuggageHero saw Shaun lead an international team to 6x revenue growth per month in 18 months while spearheading global SaaS rollouts and market penetration in 43 countries.
A U.S. Navy veteran with extensive experience in intelligence operations and multi-million-dollar budget management, Shaun is known for his ability to execute complex initiatives across international landscapes. He brings a practical, results-oriented approach to his advisory roles, leveraging his experience to mentor executives, streamline operations, and maximize profitability.
Shaun holds an MBA from Southern New Hampshire University, is a Six Sigma Black Belt, and is certified in executive leadership by Cornell University. Shaun’s dynamic leadership style and diverse expertise continue to make a significant impact across industries and organizational structures.
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Danilo Colombini
Brazil Managing Director
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Danilo Colombini is a seasoned operational expert with over 20 years of experience in the High Hygiene Industry, spanning the Food, Beverage, Pharmaceutical, and Cosmetics sectors. Known for his ability to influence rapid change in challenging manufacturing environments, Danilo excels at advising companies on navigating complex business challenges while driving efficiency, quality, and growth.
As a trusted advisor to C-suite executives, Danilo specializes in leading cross-functional teams and guiding organizations through critical operational aspects. His approach ensures operational alignment and long-term success in highly regulated industries.
Danilo's experience with industry leaders such as Nestlé, PepsiCo, Mars Petcare, and Tetra Pak has honed his ability to deliver customized, high-impact solutions. He is a thought leader in enhancing operational awareness, quality, and overall business outcomes.
With a Bachelor's in Mechanical Engineering, a Master's in Automation Engineering, and an MBA in Project Management, Danilo combines academic expertise with extensive international project experience. His ability to influence change at the executive level makes him an indispensable partner for organizations aiming to achieve operational excellence and drive meaningful business transformation.
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Angela Hamilton
Partner
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Angela G. Hamilton is a versatile quality, human resources, operations, retail, technology, procurement, and manufacturing executive with a proven track record of driving transformational initiatives across multiple global fortune 10 companies. She is a Six Sigma Master Black belt and a Prosci change management professional who has extensive experience aligning organizational and strategic goals with business outcomes. Angela has led large, global cross-functional programs, designing operating models and variable pay structures, implementing technology and strategic programs in global environments. She has depth in leading portfolio, product and project management teams, optimizing operational processes and delivering CIO and CEO dashboards to validate project delivery. She is skilled at managing P&L’s in excess of $500MM and leading teams of over 60 FTE’s.
She began her career at WalMart Stores, as a corporate marketing manager then a corporate buyer managing multiple business units where she launched new product lines and grew market share increases consistently. At General Electric, she earned her Master Black Belt in Six Sigma through the integration of several business units and launching new product lines. As a General Manager in Technology at Microsoft, she redesigned the IT operating model across the 8K FTE organization and has served as the Vice President of Quality in several companies. She established strong, long standing relationships with C-Suite executives, and has led multiple transformation initiatives to redesign business models and drive efficiencies during her career.
Angela’s professional journey also includes experience in a company she manages with her husband. She is a co-owner of single family investment homes in the Louisville, Kentucky market, where she leverages her corporate experience in product management to improve the ROI of their privately held company.
Angela holds a BS in Advertising Management from Murray State University in Murray, Kentucky.
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Stephanie Tran Ingram
Partner
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Stephanie Tran Ingram's remarkable journey in the business world exemplifies adaptability, keen intellect, and unwavering determination. Beginning her career in medical claim processing, Stephanie quickly grasped the complexities of the healthcare industry, laying a solid foundation for her future endeavors. In 1996, she boldly stepped into entrepreneurship, acquiring a struggling physical therapy and occupational medicine clinic. This marked the beginning of a successful 22-year career as a healthcare business owner, during which she transformed the initial clinic into a thriving operation and launched four additional startup clinics in Texas.
Throughout her time in healthcare, Stephanie's talent for assembling high-performing teams under her direction was evident as she brought together specialized doctors, skilled administrative staff, and compassionate, patient-facing employees. Her emphasis on empathy in patient care set her clinics apart, fostering secure and safe environments for rehabilitation while delivering the best in care. Stephanie's ability to navigate the complicated and heavily documented healthcare industry, coupled with her understanding of establishing cross-functional teams, was critical to her success in this complex field.
After building and successfully selling her healthcare clinics, she serves as Co-owner and Treasurer at Ingram Advisory Group, where she leverages her wealth of knowledge and structural expertise to drive growth and manage positive outcomes for both clients and internal operations. As a leader over the years in the business community, she continues to inspire with her powerful presence, confident decision-making, and positive contributions to both her clients and the broader community.
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Paul Klotz
Partner
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Paul Klotz is a seasoned business strategist and operational architect who transforms organizations through decisive leadership and strategic innovation. With over three decades of executive experience, he has consistently demonstrated the ability to identify market opportunities, scale operations, and drive substantial shareholder value across multiple industries.
As an accomplished C-suite leader, Pau’s strategic acumen is evidenced by his extraordinary track record of building and optimizing businesses. His most notable achievement includes scaling INX from inception to a $400 million enterprise, culminating in a $100 million shareholder exit. This success story exemplifies his talent for aligning organizational capabilities with market opportunities while maintaining operational excellence.
Paul’s versatility as a business leader is demonstrated through his pivotal roles across diverse sectors. At Intuitive Edge, LLC, his comprehensive operational oversight as COO reshaped the company into a leading alternative legal services provider. His leadership at HeartSciences showcased his ability to commercialize complex medical technology while navigating global regulatory frameworks. As Senior Vice President at Presidio West, he masterfully executed post-merger integrations while optimizing operational efficiency and profitability. His tenure as President and Fractional COO at Unitive Workplace further illustrated his expertise in building scalable organizational infrastructures and securing high-value contracts.
A Lean Six Sigma Certified Practitioner, Paul combines analytical rigor with strategic foresight to drive organizational transformation. His methodology focuses on creating sustainable growth through operational excellence, risk management, and cultural alignment. This approach has consistently yielded impressive results: increased market share, enhanced profitability, and streamlined operations across technology services, manufacturing, consumer goods, and medical device sectors.
Beyond his corporate achievements, Paul extends his leadership to community service through his board position at the Children’s Advocacy Center for Denton County and his active involvement with The PIT Crew, demonstrating his commitment to broader social impact.
Paul’s unique blend of strategic vision, operational expertise, and proven ability to execute complex business transformations makes him an exceptional leader for organizations seeking sustainable growth and market leadership. His track record of building high-performing teams and delivering measurable results positions him as a valuable asset for companies navigating critical phases of growth or transformation.
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Mark O’Brien
Partner
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Mark is a solution-driven advisory leader experienced in growing, aligning, and transitioning family businesses to achieve wealth and legacy goals. More than 30 years of experience focused on architecting high-growth strategies, streamlining processes for efficiency & velocity, repositioning & reengineering for sustainable competitive advantages & implementing business operational improvements to build shareholder value and EBITDA growth. Deep leadership experience in manufacturing, distribution, and supply-chain technologies. Strategic M&A deal experience across many industries (healthcare, manufacturing, distribution, technology, construction, and commercial). Strong family business emotional intelligence relating to family businesses and leaving legacies.
Mark's foundational experience was gained as an entrepreneurial owner of a 4th generation manufacturer of cutting tools. As Chief Engineer & Operating Officer, Mark specialized in researching unmet customers' needs and developing innovative products, services, and solutions to achieve their goals. This specialty manufacturer served the aerospace, woodworking, boating & recreational vehicle industries, plastic and composite fabricators, and other specialty industries (customers - Boeing, Lockheed, General Dynamics, Embraer, Bombardier, Raytheon, Harley Davidson, GM, Tata, Airbus, HAL, Herman Miller, Steelcase, Pella, Winnebago, Brunswick, Cobalt, Polaris, etc.) Mark's work helped transform the lifestyle business into an international market leader in innovative specialty cutting tools. When the family decided it was time for a transition, Mark worked with Duff & Phelps to assist in selling the business to an international strategic buyer.
The past 15 years have focused on advising middle-market private business owners and management teams through some of the more challenging business transitions: accelerating growth, succession strategies, and M&A transactions. Mark has advised and executed deals as a seller, a buyer, an owner, a corporate leader, and an external investment banker. In addition, Mark has negotiated deals with strategics, private equity, family offices, and private investors.
Education: CMAA - Certified Merger and Acquisition Advisor (Alliance of Merger and Acquisition Advisors); CEPA - Certified Exit Planning Advisor (Exit Planning Institute) MBA from University of Illinois; OPM-Exec Program from Harvard Business School; BS Mechanical Engineering from Michigan Tech
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Dr. Alay Phonvisay
Southeast Asia Managing Partner
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Throughout his two-decade career as a strategic advisor, Dr. Alay Phonvisay has led transformative projects across Southeast Asia, guiding major manufacturing enterprises, renewable energy initiatives, and complex industrial operations. His deep expertise spans operational excellence, trade facilitation, and sustainable development, complemented by his Ph.D. in Economics from Kobe University, Japan. As a trusted advisor to industrial conglomerates and development organizations, including the Asian Development Bank (ADB) and World Bank, he brings invaluable hands-on experience in navigating the region's complex business landscape.
Dr. Phonvisay's extensive field experience includes spearheading high-impact projects in industrial development, manufacturing optimization, and renewable energy implementation. His portfolio encompasses critical areas such as supply chain enhancement, cross-border trade facilitation, and sustainable industrial practices. His multilingual capabilities in Lao, Thai, English, and Japanese have enabled him to successfully guide numerous multinational companies through complex operational transformations and market expansion strategies.
Beyond his advisory work with major corporations, Dr. Phonvisay has established himself as a thought leader in industrial development and economic integration. His practical insights and strategic guidance have shaped policy discussions at regional and international levels. As an Editorial Board member of the BMC Global Health Research and Policy and a fellow of both the Equity Initiative and Atlantic Fellowship, he brings a comprehensive understanding of both business operations and policy frameworks that impact industrial growth.
While serving as an Associate Professor at the National University of Laos, Dr. Phonvisay maintains an active advisory practice focused on manufacturing excellence, renewable energy solutions, and sustainable industrial development. His current work emphasizes practical applications of economic principles to real-world business challenges, particularly in areas of operational efficiency, market expansion, and sustainable manufacturing practices across Southeast Asia.
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Samuel Posada
Strategic Partnership Manager
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Samuel Posada is an accomplished Business Development Specialist and commercial strategist with over 15 years of experience in MEP (Mechanical, Electrical, and Plumbing), fire protection, sustainable design, and construction administration. With a strong track record across real estate, automotive, and education sectors, Samuel brings exceptional technical collaboration skills, innovative business development approaches, and proven proposal creation expertise to engineering projects. From his work alongside engineering experts to his role as Commercial Executive Director at REAL ESTATE DARIO POSADA // IMACOL – EX S.A.S where he spearheaded sales transactions exceeding $22 million, Samuel’s experience has included developing impactful business strategies that genuinely address client needs and highlight solution value.
Offering critical technical insights and commercial strategy, Samuel helps businesses deliver exceptional results by establishing new business channels, enhancing customer service, and improving brand recognition, market penetration, and profitability. Samuel has been involved in pioneering several business transformations, from luxury automotive leadership at BMW to establishing relationships with high-end clientele across Colombian and North American markets.
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Ali Tabassi
Partner
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Ali is a distinguished C-suite executive and visionary leader with nearly four decades of experience in spearheading the design, development, and operation of global telecommunications networks and systems. Holding an Executive MBA and Bachelor's degrees in Electrical Engineering and Mathematics, Ali boasts a stellar track record highlighted by numerous U.S. Patents in Telecommunications and Wireless technologies. Renowned for his innovation and strategic acumen, he has pioneered groundbreaking advancements in the telecom industry, including the commercialization of technologies such as Wi-Fi Public Hotspots, Mobile WiMAX, LTE, and 5G. Beyond his professional achievements, Ali is a former martial arts champion and torchbearer for the Torino 2006 Winter Olympics, embodying a spirit of discipline and perseverance.
During his role as Chief Operating Officer at YTL Communications from 2010 through 2022, Ali orchestrated the company's rise to prominence in Malaysia's telecommunications landscape, achieving top rankings in Network Quality, Quality of Service, Consumer Satisfaction, and Corporate Social Responsibility. His strategic leadership ensured the attainment of ambitious business plans and profitability targets. Previously, as Senior Vice President at Clearwire and later as acting CTO at Sprint Nextel, Ali played pivotal roles in driving global standards, fostering industry-leading innovation, and shaping network architecture strategies. His tenure at MobileStar (Executive VP / CTO) and SkyTel (VP) further underscored his expertise in technology development and operations excellence.
With a keen focus on strategic vision and tactical execution, Ali is adept at navigating complex environments and leading diverse, multinational teams to success. His ability to translate ideas into tangible solutions has earned him acclaim as a forward-thinking leader in the telecommunications sector.
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Brandon Underwood
Partner
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Brandon T Underwood is a highly accomplished operations executive with a proven track record of driving hyper-growth and operational excellence across diverse industries. He has a strong focus on overseeing special projects, managing cybersecurity and compliance initiatives, and aligning organizational goals with strategic initiatives. Brandon has extensive experience in leading cross-functional teams, implementing system integrations, and optimizing operational processes. He is skilled at managing P&L, budgeting, and risk management to drive revenue growth and margin expansion. Additionally, Brandon has worked as an interim Chief Operating Officer, providing consulting services to clients and leading teams to solve complex operational challenges.
Brandon has a vast experience in the international business arena. He worked six years as the Chief Operating Officer and Chief Financial Officer at Integration Systems in London and the EU. He managed day-to-day operations, revenue growth, strategic planning, and product diversification into the cloud during his tenure. He established strong relationships with leading technology innovators and cloud platform providers, fostered growth markets, and ensured compliance, facility operations, and customer satisfaction by overseeing personnel. Thanks to his leadership, the international business saw an increase in revenue and EBITDA by 60%.
Brandon's professional journey also includes invaluable experience in a family business setting. He served as the Director of Information Technology and Director of Human Resources at Lummus Supply Company, a business founded by his great-grandfather in 1925. In these roles, he was responsible for designing and implementing network and ERP systems, centralizing HR operations, developing HR policies and programs, and managing all aspects of personnel, recruitment, hiring, legal, and employee retention. This experience has honed his understanding of the unique challenges and dynamics of family businesses, making him a well-rounded professional.
Brandon holds a BS from the University of Georgia and an MBA from Shorter University.
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