EXPERIENCED
TRUSTED
CREATIVE

For more than 20 years, in Chicago and in cities across the country, Rally has advised, collaborated and provided hundreds of middle-market companies, financial institutions, investment firms and their professional advisors with financial, operational, management, merger and acquisition, capital markets and turnaround advisory and transactional services.

THE RALLY EDGE

Complex business challenges require a proven team of skilled professionals. Rally Capital Advisors stands out as the team of choice for organizations with financial or operational growth concerns; performance, liquidity, or solvency issues; asset or collateral impairment problems; or any other performance limitations. Whether your complications are internal or external– from senior management, shareholders, and board members to lenders and outside vested interests– Rally Capital Advisors is ready to help at any inflection point of your operation.

How do we do it?

Respecting and working within the DNA and cultures created by our clients and their industries by encouraging collaboration between individuals both inside and outside the situation.

Identifying the most effective strategies based on the current circumstances and options, and advising clients toward outcomes that exceed expectations.

Maintaining the integrity and respect of our clients, earned over the last 20 years of successfully providing advisory services.

Listening and focusing on clients’ priorities by bringing stakeholders together, finding common ground, and building consensus toward viable, innovative solutions.

Delivering outstanding results based upon our analytical, advisory, transactional, and operational experience, delivering strategic and executable plans that ensure our clients successfully navigate challenging transactions– regardless of less-than-ideal circumstances.

Solving problems with extensive and diverse professional skill sets delivered by trusted advisors who bring clarity and creative solutions to complex business situations.

OUR SERVICES

Navigating through turbulent financial times can be challenging, especially in today’s competitive environment and volatile economy. Many companies that have experienced fiscal decline, operational disorder, reorganization and insolvency have turned to Rally’s principals for their expertise, collaboration and creative solutions.

THE RALLY TEAM

Howard B. Samuels

Founding Member

Howard founded Rally Capital Services, LLC in 1998, and continues to serve as its founding member today. He brings a wealth of knowledge and a broad range of experience, having worked as an Internal Revenue Agent and IRS Midwest Regional Division Appellate Conferee (pre-U.S. Tax Court adjudicator), attorney, tax law specialist and trusted strategic business advisor to a variety of operating businesses, commercial lenders and other business professionals.

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Daniel T. Lee

Managing Member

Dan joined Rally Capital in 2004. He works with local and national lenders and their borrowers to transition distressed businesses through acquisition, turnaround, refinance and asset disposition. In this capacity, he frequently serves as Senior Restructuring Officer, Receiver, Liquidating Agent and Senior Consultant to a variety of businesses and their advisors.

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Robert G. Goldstein

Managing Member

Robert joined Rally Capital Advisors in 2020. For the last 20 years, clients around the country have turned to Goldstein for his experiences in private equity investment, merchant banking, turnaround, financial, operational, management, and as an advisory professional in the middle market. Bob has originated and secured investments with a cumulative value in excess of $1 billion and has been intimately involved in the operational turnaround of numerous middle market companies, some of which received M&A and TMA Turnaround Awards.

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Dave Sheetz

Senior Financial Consultant/Project Manager

Dave joined Rally Capital in 2006, bringing more than 18 years of experience in the asset-based lending industry. Dave is an expert business consultant focused on helping companies improve their business performance in various areas, including growing profits, revenues and customers. He works closely with clients and lenders in the Midwest and nationally on all financial issues related to bankruptcies, reorganizations and turnarounds, with a special emphasis on financial analysis and alternate financing solutions.

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Jeff Samuels

Senior Consultant

Jeff joined Rally in 2001 and offers a broad range of restructuring and turnaround experience, including extensive work on Assignments for the Benefit of Creditors, receiverships, consulting and liquidating agent matters. He regularly serves as part of the interim management team working with senior lenders to manage the day-to-day operations, accounts receivable, collections, personnel, creditor and vendor communications, inventory and equipment analysis, and other administrative responsibilities.

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Ryan Hayes

Senior Consultant

Ryan joined Rally in 2008. He specializes in reviewing and analyzing a company’s prior and current operating processes and activities, evaluating business performance indicators and recommending improvement options to increase profit levels, under the direction of the interim CFO or CRO.

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Timothy D. Bellcourt

Senior Financial Consultant/Project Manager

Tim joined Rally Capital at the beginning of 2017, he brings more than 30 years of experience in the banking and asset-based lending industry to Rally. His background includes audit and audit management, loan administration, portfolio management (including problem loans and liquidation management), credit underwriting, marketing, and regional management responsibilities.

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Andy Seaks

Senior Consultant / Audit

Andy has more than 20 years of experience in the commercial and asset-based lending industry. As a Senior Financial Analyst for Rally, he focuses on collateral due diligence field examinations to confirm the validity and existence of collateral supporting new financing or existing credit facilities. His experience ranges from small due diligence matters to multi-million-dollar field audits in industries such as manufacturing, distribution and service-related fields, among others.

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Kristine Sheetz

Senior Consultant / Audit

Kristine joined Rally in 2006. She specializes in conducting comprehensive on-site due diligence examinations to help lending institutions, prospective investors, and buyers make informed lending/acquisition decisions. She has extensive experience in developing comprehensive and actionable written reports that allow Rally’s team of consultants to advise underperforming and high-growth companies with alternate financing solutions related to bankruptcies, reorganizations and turnarounds.

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Ryan Smith

Senior Consultant / Audit

Ryan joined Rally Capital in 2015, bringing more than 18 years of experience in the commercial banking and asset-based lending industries. As a Senior Financial Consultant for Rally, he specializes in conducting comprehensive due diligence examinations and financial analysis to help lending institutions, prospective investors, and buyers make informed lending/acquisition decisions.

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NEWS & PRESS

Rally Capital Advisors pays tribute to first responders and service providers in Chicago Sun Times

“With gratitude we honor all first responders and service providers for your dedication and sacrifice.”

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Rally Capital Advisors Welcomes Robert G. Goldstein as Partner; Expands Breadth of Services and Footprint

Rally Capital Advisors, a leading financial and transactional advisory firm, is pleased to announce the addition of senior private equity investment and turnaround professional Robert G. Goldstein as a Partner in its Chicago office as the firm expands its breadth of services.

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Suit alleges former directors of Central Grocers drove the grocery co-op into the ground

“The same day he filed suit against the former directors, [Rally Capital Advisors founder Howard] Samuels also filed 12 lawsuits seeking to recover nearly $30 million from retailers.”

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