The L-2 FINANCIAL Team

Dan Latham  (L-1)

Dan Latham Has over 30 years’ experience in working with and leading Fortune 1,000 Companies. Dan has a reputation of designing innovative solution offerings that become the platform for exceptional growth. He has many ‘first to market’ accomplishments, turn arounds, managed large organizations, however, most important is the trust and confidence he delivers.

Dan is the CEO of Latham Holdings which operates MSP Recovery Associates (a large recovery effort for top Health Care Companies across the country).  Dan is also the President of MSP Recovery Associates.

At MSP Recovery Associates, over the last 6 years, he has developed the sales and marketing strategy for a new recovery solution, targeted to Health Insurance Plans.  He closed the first HMO sale, First Blue Cross Blue Shield, and the largest purchase of claims in the company.  The amount of business closed is approximately $6 Billion to date.

Prior to forming Latham Holdings, He was the President of Be Informed, USA, a leading next generation software solutions company with the companies first sale to Procter and Gamble.  

Dan also owns a consulting company, Three Degrees Holdings, which built a health care solution using AI and an automated payment system targeted to the Behavior Health market. 

Prior to the above, he was the President of Lymba Inc., a Semantic software company where he moved the company from the Government market to the Commercial market with penetration into Fortune 500 accounts with its first sale to Oracle Corp.

He also served as the President, Enterprise Division for a Boca Raton start-up, Seisint Inc. In October 2001 Mr. Latham and his team targeted a new innovative supercomputer technology and supplied the results to the intelligence community in the Federal Government.  The results of this work not only assisted in protecting the country but also the troops on the ground in Iraq and assisted law enforcement in the homeland defense efforts.     Dan personally orchestrated the sale of the company to LexisNexis in September 2004 for $775,000,000.00.     

Prior to Seisint/LexisNexis Dan was President and CEO of Imagelinks, Melbourne, FL, where he completed a turnaround in one year, from five years of losses to profitability, grew revenue 250% and placed the company in the top 10 of the Fast 50 growth companies in Florida.   

              Dan launched his career in the use of information at IBM; served 5 years as VP of Marketing and Service for Ameritech (where he grew his operation from $40 million to $280 million in annual revenue) and 4 years as Vice President of Worldwide Telecom Marketing for Digital Equipment Corporation growing the business from $450 million to $1.2 billion in sales. Under his direction Digital Equipment Corporation became the dominant computer supplier to the wireless industry.  He also led the worldwide sales effort for Racal-Datacom where he turned a money losing company into a profitable venture and followed this success as the President of Long-Distance Services for Frontier Communications International where he was successful in growing the business at three times the industry average.  

Dan holds a Bachelor of Science degree in Marketing and Finance from the University of Northern Iowa and has completed advanced courses at Harvard University and The Wharton School of Business. 

Dan Lipman  (L-2)

                                                                                                                                                                  Edu-craft Sales Corp.                                                                                                                            Vice President 

1967 – 1987

Partner in a family manufacturing business for 20+ years.

Personally, set up production and implemented manufacturing systems for over 100 employees. Revamped production by implementing the use of motorized conveyors with integrated timing devices.

Invented and patented a system to “groove fold” heavy chipboard which eliminated the need for using wood product. Cut labor costs by 75% and component cost by 80%.

Designed and implemented computer programs (in 1976) and put in equipment to be able to process orders and Statement accounts payable reports for sales to over 2,000 K-Mart  stores.

Artistic Promotions  Glen head, New York                                                                                       President                                                                                                                                                1987 – 1990

Developed approx. $1,000,000.00 in business during the first year.

Acquired Danaher Tool Group as a customer in 1990 to help promote their line of tools which included Craftsman, Allen, Armstrong, NAPA, and K.D. Tools. resulting in over $900,000.00 in business the first year.

Founder and COO

Dan Lipman and Associates, Delray Beach Florida

1994-Present

Developed a floor standing metal display sales vehicle for Danaher Tool that doubled their sales for their line of K.D. Tools. Produced over 19,000 of these over a 20 year period. Maintained them as a customer until they sold the tool division to Cooper industries under the Apex brand. Maintained Apex as a customer for the following 5 years. Created a sales program for Danaher Tool group in 1996. Designed and patented a tool display board that went into over 7,000 NAPA Automotive stores across the country.   Then  put together and trained a workforce  to assemble 28 different SKU’s using a sheltered workshop which put over 900 of their clients to work for a year. Manufactured, assembled, and shipped over 60,000 of these display boards the first year. Acquired Snap-On Tools, and Martin Tools as customers and have shipped over 200,000 of these patented displays to date.                                            

Acquired Miele USA as a customer in 2002. Created a fixture and signage program that significantly increased their sales in the U.S. Manufactured and shipped all their store fixtures and much of their marketing materials from 2002 until 2012.

Created a sales program for Alcon Labs. (Then a division of Novartis) Designed, engineered, and manufactured 27,000 injection molded “fit set” cabinets with three drawers to promote their Dailies contact lens brand in optometrist offices. Also created an incentive program offering a set of two injection molded storage cabinets with a base and an optional wood locking stand. Produced over 5,000 of these over a nine year period.                                                                                                                                                                Developed Store fixture program for Bugatchi, an importer of high end Men’s ware.  Developed and manufactured upscale fixtures for the “Bugatchi” section of the 5,000 square foot retail shop at the Boca West Country Club.                                                                 Acquired Philips Lighting (now Signature Brand) as a customer.   Developed working counter light displays and salesmen kits to help promote their brand of lighting. produced over 1,000 displays and kits.                                                                                                                Acquired Federal Signal as a customer. Developed demonstrator counter displays and salesmen kits for their emergency lighting line.   

Following are some of the companies and brands that he has personally acquired and has worked with:  Panasonic, Samsung, LG, Haier, Guinness, Tag Heuer, Breitling, Swatch, Stanley tool, Mont Blanc, Bacardi, Johnny Walker, Nikon.                                                                                                                                                                                                                        Personally have developed and have  been granted a total of four patents along with my wife and partner Melissa.                                                                                                                                                                                                                    Bachelor of Science in business and marketing from Brooklyn College of the City University of NY.   

Married to Melissa Lipman  for over 30 years.   Full partner and instrumental in growing the company.

Shaye Petersen | VP of Operations

Prior to LL3, Shaye was the VP of Operations for Latham Holdings, LLC. She has a background in accounting, customer relations, contract management, and general office administration. While being with Latham Holdings she has worked with some of the largest health insurance companies in the United States, along with executives across the world.

Before joining Latham Holdings, she was employed with Be Informed USA, Inc., a next generation software development company out of the Netherlands. She functioned as the Office Manager and was in charge of all administration, finance and sales lead generation. While at Be Informed she worked with Fortune 500 companies in the US.

Prior to Be Informed, she worked for biodiesel company, Soy Energy, LLC. She functioned as the Office Manager overseeing human resources, accounting, and the overall coordination of the office and management reporting to the President. She was a key contributor of various employee programs and compliance initiatives.

She also manages a family farm with her husband producing corn and soybeans in addition to raising cattle.