D. Michal “Mike” Ballard
Broadview Principal
Mike Ballard is an owner and co-founder of Broadview & Co. Mike has extensive financial, managerial, and executive experience from his 15-year corporate career as a CFO and CEO of several successful companies. He has been an active real estate investor since 2004 when he first became involved in the purchase, renovation, and sale of financially stressed single-family residences. Mike then moved on to buy apartment buildings in the southeastern United States and had purchased several apartment communities prior to the formation of Broadview.
Mike holds BS degrees in Business Administration/Finance and Communications and a BA in Economics from Central Washington University, as well as an MBA with concentrations in Finance, Economics, and Statistics from The University of Chicago. Prior to and during his undergraduate studies Mike was a United States Marine. He is the former Chairman of the Education Fund of North Seattle College, which provides scholarships for over 250 students annually. He is an avid golfer and guitarist and was awarded a World Championship ring by the Seattle Supersonics for his services to the team as a youth.
Mike and some of his deals have been highlighted in the New York Times, Seattle Times, and Forbes.com.
Michael K. Matysik
Broadview Principal
Mike Matysik is an owner and co-founder of Broadview & Co.
Mike’s professional experience prior to Broadview includes service as a senior executive with several companies in industries ranging from health care and medical device to music and media, manufacturing, technology, and distribution. He has IPO experience and served for nearly 10 years as a public company Chief Financial Officer. A partial list of Companies Mike has served with include Deloitte, Cardiac Science, Quinton, Corning, Nichols, and AEI & DMX Music. Mike has been involved in transactions aggregating more than $1 billion, has raised well over $500 million in debt and equity financing, and has negotiated and structured dozens of merger & acquisition transactions valued in excess $500 million during his career.
Mike was also a co-founding principal of Berntson Porter Corporate Advisory Services, a boutique investment bank providing M&A services to small and mid-sized companies and fund-raising services for select start-up companies.
Mike holds a BA in Business Administration from the University of Washington and an MBA from the University of Southern California, where he was a Graduate Business Fellow and Rockwell International Scholar.
Robert L. Montgomery II
Partner, Middle Georgia
Robert Montgomery is an Alcorn State University and Tougaloo College alumnus. He began his professional career as a retail department manager and transitioned into the hospitality industry. He “cut his teeth” in the hotel industry with such brands as Hyatt, Marriott, and Bristol. While with Bristol, he served as a department manager and later as a department head.
Robert has extensive management experience in the fields of hospitality, multi-family housing, retail, and manufacturing. These experiences have led to his pragmatic approach to identifying viable business opportunities, negotiations, project management, and tenant relations.
Robert has his own portfolio of rental properties, has extensive experience in property management, has been with Broadview since 2012, and owns and operates his own construction and contracting company. Robert has led the rapid growth of Broadview SFGA (Single Family Georgia), one of the larger single family portfolios in Central Georgia. He has a passion for quality and providing best in class housing opportunities, embodying the Broadview motto of “Improving Communities, Building Wealth”. Robert is a dedicated husband, father, and community leader.
Kim Siegrist
Finance Manager
Kim Siegrist has been with Broadview for over six years. Prior to Broadview, she had extensive leadership, entrepreneurial, and finance experience. Her diverse banking career spans multiple disciplines, ranging from film finance, loan portfolio management and internal audit to underwriting new loans for mid-market companies. All told, she has underwritten and managed more than $500 million of loans in her career. Kim was a Senior Vice President and member of the Executive Credit Committee at Coast Business Credit in Los Angeles, where she managed a $350 million national loan portfolio. At Heller International in Chicago, she was a Vice President and Team Leader in the Internal Audit Department where she led teams in loan reviews of 7 business units. Kim began her career at General Electric, where she worked in Information Management Systems at GE Plastics and in GE Capital’s Corporate Finance Group where she analyzed and underwrote a variety of debt transactions and managed teams of analysts. Kim is also a certified yoga instructor and the co-owner of Yoga Reset, which provides yoga for health care professionals at a variety of Seattle area hospitals and cancer research facilities. Kim has a Bachelor of Science in Business Administration from Bryant University.
Mary Jo Schafer
Business Manager
Mary Jo Schafer has worked for Broadview since 2012, shortly after its formation, as a Business Manager. She handles day-to-day business and accounting tasks for various aspects of the Broadview business. Mary Jo brings with her extensive accounting experience, including general accounting, operations management, and software business analysis. Mary Jo has a Bachelor of Science in Business Administration with an accounting major from the University of South Dakota and a Bachelor of Science in Information Systems from California Baptist University.
Maya Shinn
Staff Accountant
Maya Shinn moved to the US from Indonesia in 1997 after working for GE Capital as a Risk Analyst. She earned her Bachelor of Arts in Business Administration in Indonesia with a concentration in marketing. After arriving in the United States, she earned her MBA from City University with a general business major. After taking a break to raise her young child, she returned to the workforce performing accounting and other administrative functions. She joined Broadview in 2018 where she is a Staff Accountant.