• Commitment

    Focus

    We work exclusively with entrepreneurs and family-owned businesses in the middle market.

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  • Results

    Results

    The principals at Lenox have worked together since 1998, successfully completing transactions in a variety of industries.

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  • Experience

    Experience

    Through our broad contacts and extensive experience, we execute complex transactions to achieve our clients’ objectives.

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The Lenox Difference

As a full-service investment bank, we differentiate ourselves by committing direct involvement throughout the process by senior team members while driving thoughtful solutions focused on client objectives.

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The Lenox Team

With over ten decades of collective experience, our professionals have helped clients execute well over 100 capital raising and M&A transactions.

The Lenox Team

David A. Schumm

Analyst

404.419.1660 | This email address is being protected from spambots. You need JavaScript enabled to view it.

David Schumm joined Lenox as an analyst in 2022.

Prior to Lenox, David was a Tax Consultant at McGuire Sponsel, a national consulting firm providing Specialty Tax Consulting services to a broad range of clients, both domestic and international. While at the firm, David spent his time in the Cost Segregation and Fixed Asset Services practice.

In 2019, David graduated from The University Georgia with a Bachelor of Business Administration in Finance.

Raised in Atlanta, David is fluent in Spanish, an avid musician, and a diehard Atlanta Braves and UGA fan.

David A. Schumm

Analyst

404.419.1660 | This email address is being protected from spambots. You need JavaScript enabled to view it.

David Schumm joined Lenox as an analyst in 2022.

Prior to Lenox, David was a Tax Consultant at McGuire Sponsel, a national consulting firm providing Specialty Tax Consulting services to a broad range of clients, both domestic and international. While at the firm, David spent his time in the Cost Segregation and Fixed Asset Services practice.

In 2019, David graduated from The University Georgia with a Bachelor of Business Administration in Finance.

Raised in Atlanta, David is fluent in Spanish, an avid musician, and a diehard Atlanta Braves and UGA fan.

TLG LENOX, LLC

BUSINESS CONTINUITY SUMMARY STATEMENT

TLG Lenox, LLC has developed a Business Continuity Plan regarding how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.

Contacting Us – If after a significant business disruption you cannot contact us as you usually do at This email address is being protected from spambots. You need JavaScript enabled to view it., This email address is being protected from spambots. You need JavaScript enabled to view it. or (404) 419-1663, you should call our alternative number at (678) 641-4067 or go to our web site at www.lenoxgroupllc.com.

Our Business Continuity Plan – We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting TLG’s books and records, and allowing our clients and investors to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

Our business continuity plan addresses: data back up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business.

We back up important records to WORM media weekly keeping a copy at a secure off-site location. While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, we possess the capabilities to restore own operations and be able to restore all existing data in under 1 business day. Your communications with us may be disrupted until such time as our data is restored.

Varying Disruptions – Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within one business day. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within 2 business days. In either situation, we plan to continue in business, and notify you through our web site at www.lenoxgroupllc.com or our customer emergency number, (678) 641-4067 how to contact us. If the significant business disruption is so severe that it prevents us from remaining in business, we will assure our customer’s prompt access to their funds and securities.

For more information – If you have questions about our business continuity planning, you can contact us at (404) 419-1660 or This email address is being protected from spambots. You need JavaScript enabled to view it..

Aaron M. Jourdan

Senior Analyst

404.419.1662 | This email address is being protected from spambots. You need JavaScript enabled to view it.

Aaron Jourdan joined The Lenox Group in 2020 as a Senior Analyst.

Prior to joining The Lenox Group, Aaron worked as a Credit Analyst I & II for United Community Bank where he underwrote credit packages for commercial and corporate clients. During his time as a Credit Analyst II he assisted in the management of the Bank’s underperforming asset portfolio as a part of the Specialized Asset Department.

Aaron graduated from the University of Georgia as a HOPE and Zell Miller Scholarship recipient, with a Bachelor of Business Administration in both Finance and Economics.

Aaron earned the rank of Eagle Scout in 2011 and enjoys playing Ultimate Frisbee in his free time.