The name Unbridled Capital has great significance. To us, Unbridled means irrepressible, creative, unique, fast-paced and inexhaustible.

Unbridled was also the winner of the 116th Kentucky Derby in 1990. In the fastest two minutes in sports, Unbridled, in post #7 as a 10-1 shot, won in stunning fashion after falling behind badly at the start. Unbridled later went on to win the Breeder’s Cup Classic and became the last Kentucky Derby winner to sire another Derby winner – Grindstone in 1996.

Like the horse, Unbridled Capital is boundless in our drive and determination for success – the success of our clients, even when the circumstances are difficult.

Rick Ormsby

Managing Director

Rick Ormsby is Managing Director at Unbridled Capital. With over 15 years of experience in franchise investment banking, Mr. Ormsby has worked on hundreds of franchise M&A assignments with clients whose collective annual revenues eclipse $4 billion. He himself has completed over $1 billion in sell-side transactions.

Mr. Ormsby worked in finance, operations, real estate, and franchising for YUM! Brands, specifically within the KFC space; however, it was in Morgan Keegan’s equity research division where his service to the restaurant industry began. Since then, he has become recognized as a leading authority on franchise finance and is often asked to provide commentary on current events involving some of the world’s most renowned restaurant companies.

Mr. Ormsby holds a BS from Texas A&M University, an MS from the University of Illinois, and an MBA from Vanderbilt University. He also spent four years at the U.S. Naval Academy and is fluent in Spanish.

Jay F. Rutherford, Jr.

Chief Operating Officer

Jay Rutherford is the Chief Operating Officer at Unbridled Capital. Mr. Rutherford brings 25 years of franchising experience to lend expertise to the Unbridled Capital team. Prior to joining Unbridled Capital, Mr. Rutherford was in the franchise systems of Valvoline Instant Oil Change, Taco Bell and Bojangles’ Famous Chicken and Biscuits. Mr. Rutherford operated locations of these brands in Kentucky, West Virginia, Ohio, Virginia as well as North and South Carolina. 

As a former franchisee, Mr. Rutherford can speak to the expertise and quality service provided by Rick Ormsby as Mr. Ormsby represented Jay in the sale of his family’s Taco Bell restaurants in 2015.

Mr. Rutherford holds a BA from the University of Kentucky.

René Newsome

CFO and Director of HR

Rene’ Newsome is the Chief Financial Officer and Director of Human Resources at Unbridled Capital. On top of implementing HR strategies and initiatives, she is also responsible for managing every aspect of the company’s finances.

Rene’ holds a BS in ACCOUNTING from the University of Kentucky and completed graduate studies at the University of South Florida. Rene’ is a Kentucky licensed CPA and brings almost 20 years of experience in accounting, financial analysis, tax preparation, and business consulting to the team. Prior to joining Unbridled, Rene’ worked as an auditor, gaining extensive accounting experience and later transitioning into HR management, serving as a Recruiting Manager.

Derek Ball

Senior Vice President and Legal Counsel

Derek Ball is a Senior Vice President and Legal Counsel at Unbridled Capital.  Derek has been with Unbridled from the formation of the company. Since 2017, Derek has executed numerous transactions, totaling over $1B in transaction value – and growing.  While Derek is primarily tasked with seamlessly executing Unbridled’s transactions, he also performs financial analysis, valuations, and provides debt and capital strategies to our clients.  Furthermore, Derek has been instrumental in creating long-term, on-going relationships with growth-oriented franchisees.  Recently, the Franchise Times awarded Unbridled a dealmaker of the year award for his work advising Rage, Inc. in the sale of their 117 Pizza Huts. 

Prior to joining Unbridled Capital, Derek completed his J.D. and LL.M. in Taxation from the University of Denver.  While in law school, Derek’s focus was on corporate, tax and M&A law.  He is currently a licensed attorney in the State of Colorado.  He enjoys spending time with his wife and 1-year old daughter, Andi.

Tony Petrunin

Vice President

Tony Petrunin is a Vice President at Unbridled Capital. Mr. Petrunin leverages his experience in Financial and Capital Planning, Corporate Development and Franchise Business Development roles within YUM! Brands to deliver value-added services to clients. Mr. Petrunin focuses on fostering and developing Unbridled’s M&A platform to serve new and existing partners across a variety of growth-oriented brands. In addition, to managing and sourcing M&A engagements, Mr. Petrunin provides clients with financial and business analyses, valuations and capital strategy planning services.

Prior to his tenure at YUM!, Mr. Petrunin held management consulting and middle market investment banking roles in Dallas, Texas. Mr. Petrunin Holds a BA in Finance from the University of North Texas and an MS from Thunderbird School of Global Management.

Tyler Carter

Vice President

Tyler Carter is a Vice President at Unbridled Capital. Mr. Carter brings over 10 years of financial, investment and operational experience to the Unbridled team. Previously, he was an Equity Research Analyst at a hedge fund where he led analysis and investments in the restaurant and retail sectors. Prior to this, Mr. Carter operated several Orange Leaf Frozen Yogurt stores in the Louisville area. Mr. Carter provides clients with financial and business analyses, valuations, and capital strategy planning services.

Prior to a focus on the restaurant and retail space, Mr. Carter gained valuable expertise in various corporate financial roles. At Humana, Mr. Carter held analyst roles in Actuarial, Financial Planning and Analysis (FP&A), and Internal Audit.

Mr. Carter holds a BBA in Finance from the University of Kentucky and an MS in Finance from the Kelley School of Business at Indiana University. Mr. Carter also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Louisville.

Charles E. Scholtz Jr.

Associate Manager

Charles E. Scholtz Jr. is an Associate at Unbridled Capital. Mr. Scholtz is a Juris Doctor and Master of Business Administration from the University of Kentucky. He gained valuable expertise in corporate finance, specifically M&A, during his time at Brown-Forman with the Corporate Development team in Louisville, Kentucky.

Mr. Scholtz will provide financial analysis, valuations and capital strategy to franchisees while developing strategies and resources to meet their needs.

Tom Pope

Advisor

Tom Pope is an Advisor of Unbridled Capital. As the Ernst & Young Professor of Accounting at the University of Kentucky, Professor Pope teaches graduate-level courses in international, partnership, and S corporation taxation as well as tax research and policy. He has published numerous articles in some of the most prestigious accounting journals, including The Accounting ReviewThe Tax AdviserTaxes, and Tax Notes

 Professor Pope’s extensive professional experience includes 8 years with the Big Four accounting firms, 5 of which were with Ernst & Whinney (now part of Ernst & Young), including 2 years with their National Tax Department in Washington, D.C. He subsequently held the position of Senior Manager of the Tax Department in Lexington, Kentucky.  

Professor Pope has also been a leader and speaker at professional tax conferences all across the United States and is active as a tax consultant. He holds a BS from the University of Louisville as well as both an MS and a DBA from the University of Kentucky.

Andrea Wcisel

Marketing Coordinator

Andrea Wcisel is the Marketing Coordinator at Unbridled Capital. Andrea manages the marketing efforts for the team including print, social, and other marketing endeavors. Andrea aspires to do her part in increasing the portfolio of Unbridled through these efforts.

Andrea holds a BA in communication from the University of Louisville, and comes to Unbridled Capital with experience in marketing, research, and account management. She is passionate about social media marketing, and its effect on organizational exposure. Prior to joining Unbridled, Andrea worked as an account manager for a leadership development organization, where she developed a passion for healthy company culture and its impact on the team, both professionally and personally.

Katie Anasis

Analyst

Katie Anasis is an Analyst at Unbridled Capital. Katie assists Unbridled Capital with analyzing the many complicated aspects of M&A and Valuation work in which the team engages. Her goal is to set up members of the team well so that they can succeed in providing exceptional and unmatched service to our clients.

Katie comes to Unbridled Capital with 10 years of bookkeeping experience.  While the work she does is incredibly important to the team, the majority of Katie’s work is behind the scenes.