Global Access Opens Chicago Office, Adds Sharon Ephraim


We announce today the opening of our Chicago office with the addition of Sharon Ephraim as our Chief Compliance Officer and Managing Director in charge of the office. Sharon previously served as Chief Financial Officer and Chief Compliance Officer for Svoboda Capital Partners, a Chicago-based private equity firm. Prior to Svoboda, she was  a Principal at Ares Management, a publicly-traded global asset management firm. “We are excited about Sharon joining the firm and excited about being in Chicago” said Michael Macaluso, Global Access CEO, in welcoming Sharon to the firm, continuing that “it’s great to be back in the city that launched my career.”

Global Access Announces Managing Director and Senior Advisor Appointments

For Immediate Release

Minneapolis, New York and Hong Kong - December 20, 2017. Global Access CSG announces its Managing Director and Senior Advisor appointments for 2017. We added ten Managing Directors and Senior Advisors to our offices in Minneapolis, New York, and Hong Kong, bringing our senior team to more than twenty Managing Directors and Senior Advisors in five offices on three continents. The company’s growth continues to accelerate as our early investments in building our global integrated direct investment platform is showing significant impacts on our business.

Healthcare Technology Group

Global Access CSG deepened its Healthcare Technologies group in Minneapolis, adding Dr. Scott Flaata, Peter Bartling, James Williams and Dr. Robert Weinmann to continue the firm’s growth into the healthcare sector.

We were pleased to add Dr. Scott Flaata to take over leadership of the Healthcare Technology Group located in our Minneapolis Office. The group covers biotech, genetics, AI, robotics, blockchain and other technologies impacting the future of healthcare. In addition to practicing medicine, Dr. Flaata was also an Innovation Fellow at Allina Health System, one of the largest health systems in the U.S. Prior to becoming a physician, Dr. Flaata was a Systems Engineer for 14 years with one of the true technology pioneers, Digital Equipment Corp

Managing Director Peter Bartling joined the team in Minneapolis after serving as CEO of TechVelocity Partners where he is currently still  serving as the company’s COO. Peter has led a number of healthcare technology firms to success, including Co-Med Corp., Consulting Radiologists, Ltd. and Minnesota Oncology. Peter received his B.S.  from Washington University in St. Louis and graduated as a Bush Fellowship Winner from Harvard University’s Program for Management Development.

James Williams  joined the firm as Managing Director in Minneapolis after previously serving as the long-time CEO of Life Force Therapies, Inc. and, prior to Life Force, as the  Asia General Counsel for Honeywell, Inc. James received his B.A. from New Mexico State University and  his J.D. from Georgetown University. He was also a graduate from the Harvard Graduate Business School’s Advanced Management Program.

Dr. Robert Weinmann, after a career as an accomplished MedTech investor and long-time member of St. Paul Radiology, has joined Global Access LLC as a Senior Advisor in Minneapolis. Robert received his B.S. in Pre-Medical Studies from the University of Michigan and his M.D. from the University of Southern California.

The Healthcare Technologies team wasted no time in rolling up its sleeves to create the “Global Access Precision Medicine Architecture”, a blueprint and roadmap that defines current medical technologies, transformative medical technologies and the integration of both. The team created this roadmap which is interactive and intended to evolve over time in part to guide our investments in the sector and in part to permit us to play a role in the evolution of a field being transformed by technology. The team believes that integrated medical information, analyzed by powerful medical analytics provides the foundation for precision medicine in the future.

Hong Kong Office

To better serve the needs of the firm’s Portfolio Businesses in Asia and to continue to build our platform in Asia, Global Access expanded its office in Hong Kong to add Michael Shen and John Li. We expect to continue to expand our presence in Hong Kong and Asia generally to manage our opportunities in the region and the continued expansion of our Portfolio Businesses.

Michael Shen joins Global Access CSG as a Senior Advisor after previously serving as the Deputy CEO and CFO of a Hong Kong stock exchange listed company, China Taiping Insurance Holdings Company Limited, where he helped to establish the company’s initiatives into venture capital and private equity. Prior to that, Michael was an Executive Director at Goldman Sachs’ Financial Institutions Group in Hong Kong. He graduated first in his class, with a degree in Foreign Service, from Georgetown University and received his JD from Harvard Law School, where he was an Executive Editor on the Harvard Law Review.

In addition, John Li joined us as a Senior  Advisor in Hong Kong after previously serving as the Deputy General Manager of Anbang Asset Management, the asset management arm of Anbang Insurance Group of China. Prior to Anbang, John spent a decade in investment banking with Deutsche Bank, Bank of America Merrill Lynch and Goldman Sachs. At Anbang one of John’s tasks included the acquisition of the Waldorf Astoria Hotel in New York. John received a  B.S. in Computer Engineering from the University of Toronto.

China Desk

Strengthening the firm’s China desk, Global Access CSG added Lulu Zhou as a Managing Director in our New York office and Todd Vollmers as a Managing Director and Associate General Counsel of our Minneapolis office.

Lulu Zhou advises on U.S.-China investments, cross-border mergers and acquisitions and assists companies and entrepreneurs in both regions on the investment in the others. Lulu has spent much of her career in public/private partnerships and on corporate social responsibility and ideas showcasing responsible investing in the not-for-profit sectors.

Todd Vollmers comes to Global Access CSG after previously serving as an international transactional attorney for a private equity firm with offices in Minneapolis and Shanghai. Prior to that, Todd served as a Senior Administrative Officer at the Minnesota Department of Commerce and, before that, as an attorney in the Office of General Counsel at the U.S. Department of Commerce in Washington, D.C. In that capacity, Todd managed legal issues related to U.S. Government advocacy on behalf of U.S. companies with foreign governments, as well as foreign trade obligations arising under the World Trade Organization (WTO) and North American Free Trade Agreement (NAFTA).

Global Access Capital Fund

Leading the launch of the firm’s first private equity fund, the Global Access Capital Fund I, LP, is Robert Lada, Managing Director and Investment Manager in our Minneapolis office. Robert is a seasoned investment fund manager, previously serving as Managing Director of Wayzata Capital, managing all main asset classes and diverse range of financial ventures, with direct responsibility for planning, implementing, and managing all financial-related activities of the group.

About Global Access CSG

Global Access CSG is an independent global direct investment, merchant banking and advisory services firm. We provide sophisticated private and institutional investors and innovative growth companies with access to proprietary, off-market opportunities along with practical strategies and solutions to complex challenges, while managing the attendant risks, in an environment continuously characterized by intensifying competition and disruptive threats, often in real time. The result is an expanding portfolio of directly held private investments in established and growth stage companies, which include leading domestic and international brands, companies and technologies. A growing part of our business has been building and/or operating or co-managing some of our companies directly.

 Contact Information

Please contact us at

Global Access Healthcare to Exhibit at Arab Health 2018


Our Healthcare Technology Group will be exhibitors at Arab Health 2018 to be held at the Dubai International Convention and Exhibition Centre on 29 January 2018. We will be showcasing two of our portfolio companies -  one in the heart disease prevention space and the other in stem cells. More details to follow. Meanwhile, if you would like to reach out to us to discuss, please email us at

Global Access Deepens Its Presence in Minneapolis, Adds Don Keysser

MINNEAPOLIS--Global Access LLC announced today that Dr. Don Keysser, CM&AA, has joined the firm as a Managing Director in Minneapolis.

Dr. Keysser joins Global Access after over 30 years of investment banking and business finance consulting. Don served previously as a Managing Director with Dain Bosworth Inc. (later RBC Dain), and as Senior Vice President of Capital Markets and Principal at Miller & Schroeder Financial. Don has been the Managing Principal since 2001 of Hannover Ltd., a consulting firm offering services in business finance advisory, capital raising and M&A transactions.

Don has an MA in Urban Planning and an MBA in Finance, both from the University of Minnesota, and a doctorate in International Business from Argosy University, where his doctoral thesis topic concerns the exporting behavior of lower-middle market privately held manufacturing firms.

Global Access to Extend Its Presence in the Financial Services Sector, Hires Andrew Shuster

NEW YORK--Global Access LLC announced today that Andrew Shuster has joined the firm as a Managing Director in New York.

Mr. Shuster joins Global Access after 23 years with the Investment Banking Division of Barclays Bank PLC, the UK-based global universal bank. The last nine years of his tenure with Barclays was in the UK, with a Western European remit where he ultimately led one of the bank’s business units. Prior to his UK assignment, he spent 14 years in Barclays New York office as a senior member of the firm’s New York investment banking group.

Before his career at Barclays, Mr. Shuster was a consultant to Citicorp Venture Capital, LTD’s leveraged investment team, and held positions in counter-party credit risk with Drexel Burnham Lambert and Bear Stearns.

Law & Life Magazine Interview on Chinese Economy


A wide-ranging interview (translated from Chinese) with Global Access CSG's CEO, Michael Macaluso, providing perspective on the Chinese Economy. 
Click here to view the full interview.

Global Access Participates in China Outbound M&A Conference


Beijing, January 15, 2016. Global Access Chairman Michael Macaluso recently spoke on the topic of “China Outbound M&A Trends in the Era of a Global RMB" at the 2016 Beijing Global M&A Summit, the leading international conference on China Outbound M&A. China's outbound direct investment crossed the $100 billion mark in 2014 and has been growing at a steady pace.

Thought Leader Perspectives: Continuous Innovation

Are there new rules for how to approach corporate strategy? In an interesting and at times provocative piece, Helen Rosen of Global Access and Sigvard Bore of Pactera Technology, a consulting subsidiary of The Blackstone Group, make the case in “Think AND Do…The Need for Continuous Strategy”, which can be downloaded here: Continuous Strategy.

The authors note that the new rules of the game put a premium on staying nimble and acting with speed at all levels of an organization, being able to spot change before it happens and then optimizing the levers of execution to profit from disruption. Organizations that are able to do this well have adopted a new model for planning called Continuous Strategy: they learn by doing, adjusting the strategy as demanded by risks and opportunities as they emerge at every level of the organization, innovating as they go, hoping to fail fast and win big.


Global Access Announces New Chief Operating Officer

NEW YORK & MINNEAPOLIS--Global Access CSG is pleased to announce the addition of Helen Rosen as Chief Operating Officer and Managing Director.

Helen has more than 20 years of experience assisting organizations, from large and mid-market enterprises to early-stage ventures, in the financial services, information services, media, and IT industries, with the design and execution of their growth strategies through M&A, business model innovation, and operational improvement.

“Helen’s multifaceted experience will be invaluable to our clients as we continue to expand the capabilities of our firm," said Global Access Founder and CEO Michael Macaluso. "Her deep operational and risk management experience will also be an important asset as we invest aggressively in our global platform, governance and delivery model, to tap the tremendous potential we see in our markets.”

Overview of Private Investment Trends in Asia-Pacific


Recently, we explored the private equity investment climate in Southeast Asia in Next Stop, Southeast Asia and took a look at the potential implications of the Shanghai Free Trade Zone in Shanghai Free Trade Zone – A New China Paradigm for Western Investors? This time around we are providing high level overview of the Asia-Pacific Region more broadly.

Click here to view the full article.

The Shanghai Free Trade Zone – A New China Paradigm for Western Investors?


When it comes to foreign companies, funds and investors doing business in China and positioning themselves to do business in China, the question on the minds of everyone is the significance of the Shanghai Free Trade Zone. What does it mean for China, and to investment in China? We took a look.

Click here to view the full article.