Deliverables & Tasks
Live from Asana — 188 active tasks
55 overdue8 due soon95 no date
Overdue
ISP Presented to Management Committee for Approval
John's Weekly Items, MPO Requests
Board Alignment Document Review with CEO/CFO
John's Weekly Items, MPO Requests
Spark Co-Invest CIM Draft
MP Project Dashboard
AI Policy Proposal
MP Project Dashboard
MGC Website Copy
MP Project Dashboard
Europe Fund Pitch Deck
MP Project Dashboard
Send updated Muskegon operating cost table to John
MGC MPO - General, Focus Items
R
RobRWB — Make vs. Buy Initiative
John's Weekly Items, MPO Requests
Starrett — Working capital impact: make vs. buy analysis
John's Weekly Items
Environmental and Pension Update for Starrett
John's Weekly Items
Deal Team Staffing System Development
John's Weekly Items, MPO Requests
R
RobAbacus | Execute UCB lender package — €35M raise commitment, revolver reduction, ECL credit for prior capital, entity restructure support
John's Weekly Items
Ken/Christen: Prepare CapEx covenant relief package for Cerberus
John's Weekly Items
Harrison/Tremec — No shipments after 5pm June 2 without John-approved price increase
Focus Items, John's Weekly Items
Capital Structure | Agree permanent capital structure solution with UCB by 9 Jun'26 (long-form documentation milestone)
Focus Items, John's Weekly Items
Xiphias — Vendor AP reset: approach all vendors under Orion Castings entity, disclaim pre-closing Pace Industries LLC invoices
John's Weekly Items
R
RobXiphias — Acuity: resolve 65-day terms and investigate factoring line
John's Weekly Items
R
RobXiphias — Call BorgWarner to move from monthly to weekly payment terms
John's Weekly Items
R
RobPACE — AR/AP analysis by plant: deliver to John, Erica, Christian by EOD June 3
John's Weekly Items
R
RobXiphias — Move all metal purchasing to Xiphias entity immediately
John's Weekly Items
R
RobXiphias — Complete NewCo/OldCo entity separation: exhaustive list, customer by customer, plant by plant
John's Weekly Items
R
RobOrion — Renegotiate all customer contracts without monthly metal surcharge pass-through
John's Weekly Items
R
RobOrion — Signify metal recovery bridge: send to John and Mikk Carr for review before returning to customer
John's Weekly Items
R
RobPACE — Transfer Maple Lake to CoreCo and execute sale through Cambridge
Focus Items, John's Weekly Items
Xiphius co-invest — Approve sub-docs and LPAs
Focus Items, John's Weekly Items
R
RobPACE — Review and approve Gordon Brothers modified agreement before signing
Focus Items, John's Weekly Items
R
RobIntern Project Exploration — select and scope summer project
John's Weekly Items
C
CorneliusPlant Level Financials Pilot - Banner CV
MP Project Dashboard
Moonshot — CIM for capital raise
John's Weekly Items
Refreshed Vision - needs to be a topic per JS
John's Weekly Items
S
ShelbyAdd John's signature (reviewed 7/6/2026, 10:30:49 AM EDT)
MGC MPO - General, John's Weekly Items, MPO Requests
J
JackieDura Shiloh — Review advisor engagement terms (Houlihan release + new German IB)
John's Weekly Items
DuraShiloh — Push restructuring across the finish line (Dechert LLP)
John's Weekly Items
Philip Von Burg deal — Follow up on status and next steps
John's Weekly Items, MPO Requests
R
RobMoonshot — HSBC covenant discussion
John's Weekly Items
Moonshot Deal Management
John's Weekly Items, MPO Requests
Add John's signature
MP Office: In Process
J
JackieConfirm Speaker
John's Weekly Items, MPO Requests
S
ShelbyDalton Foundry
John's Weekly Items, MPO Requests
Add John's signature
MP Office: In Process
S
ShelbyDDQ + CIM for Next Fundraise
John's Weekly Items, MPO Requests
S
ShelbyIR Team Strategy
John's Weekly Items, MPO Requests
S
ShelbyAutomation Team — Strategic Shift in Diligence + Underwriting
John's Weekly Items, MPO Requests
R
RobInvestment Memo — ABBI + Automation VCP Update
John's Weekly Items, MPO Requests
R
RobPace facility sale process
John's Weekly Items, MPO Requests
Starrett Brazil Divestiture
John's Weekly Items
Priority Initiative – NAV-Based Portfolio Lending Product
John's Weekly Items, MPO Requests
Quarterly Class A Partner Statement
John's Weekly Items, MPO Requests
ABBI V2 Rollout
John's Weekly Items, MPO Requests
C
CorneliusAdd John's signature
MP Office: In Process
J
JackieInsurance Required Per Credit Agreement or Fund Doc Request
John's Weekly Items, MPO Requests
Ops Data Project (Banner)
MP Daily Briefing, John's Weekly Items, MPO Requests
C
CorneliusLinkedin Messaging Monitoring (MPO to Flag Anything)
John's Weekly Items, MPO Requests
S
ShelbySales Conference Speaking Materials
John's Weekly Items, MPO Requests
S
ShelbySarasota Relocation Trial Week/Comp/Relocation Alignment
MGC MC Committee Meeting, John's Weekly Items, MPO Requests
Due in 3 Days
Add John's signature
MP Office: In Process
J
JackieAWS
John's Weekly Items, MPO Requests
C
CorneliusAirbase API — automate expense report and receipt submissions
John's Weekly Items, MPO Requests
C
CorneliusData mapping — all departments into Hurricane DB
John's Weekly Items, MPO Requests
C
CorneliusOffice Pod Construction "Team Huddle Room"
MGC Information Technology - General, John's Weekly Items, MPO Requests
Signature Needed: POA for German Share Transfer (Dura Automotive)
MP Project Dashboard
Q4 Bonus Policy - 2027 PC Budgets & Focus Items
MGC MC Committee Meeting, John's Weekly Items, MPO Requests
Datasite vs. Intralinks — evaluate switching data-room provider (direct MCP automation)
John's Weekly Items, MPO Requests
C
CorneliusFrom Meetings (2)
Upcoming (30)
EU Fund II TBA Approval [3 EU Employees Eligible Based on Offers]
MP Project Dashboard
S
ShelbyFund Level - Signature Matrix Recommendations for Auto Approvals
MP Project Dashboard
S
ShelbyApeirin AI — Stand up new entity (determine incorporation jurisdiction & structure)
John's Weekly Items, MPO Requests
S
ShelbyCEO/CFO Assessment
John's Weekly Items, MPO Requests
Investment / Ops Weekly — streamline reporting process
John's Weekly Items, MPO Requests
C
CorneliusUpdate Co-Investment Dashboard - Weekly
John's Weekly Items, Co-Investment Update Tracking, MPO Requests
S
ShelbyT. Curley LTI Plan Based on Exits
John's Weekly Items, MPO Requests
S
ShelbyShiloh — Negotiate remaining lease terminations (Dixon/Valley City, Birmingham, Ford facility)
John's Weekly Items
July MC BOD Planning & Execution
John's Weekly Items, MPO Requests
S
ShelbyJuly Firmwide Planning & Execution
John's Weekly Items, MPO Requests
S
ShelbyValuation Update — Q4 + ABBI + Accounting Standards
John's Weekly Items, MPO Requests
S
ShelbyDeal Flow Process optimization
John's Weekly Items, MPO Requests
SPAC Proposal & Preferred Approach
MGC MC Committee Meeting, John's Weekly Items
MGC Monitoring Fees + Expense Solution
John's Weekly Items, MPO Requests
Plan for All Partners to Generate Revenue
John's Weekly Items, MPO Requests
S
ShelbyMoonshot — Hypercar plan with IndyCar and F1 positioning + announcement timing
John's Weekly Items
Office Redesign
John's Weekly Items, MPO Requests
J
JackieInvestor Conference Speaking Engagement Proposal
John's Weekly Items, MPO Requests
Revamp MGC CIM for Fundraise
John's Weekly Items, MPO Requests
S
ShelbyTactical WD
John's Weekly Items, MPO Requests
Principal PEP / MGC 401k — open-brokerage build-out
John's Weekly Items, MPO Requests
Strategic Planning & Execution 2026
John's Weekly Items, MPO Requests
S
ShelbyLender Scorecard
John's Weekly Items, MPO Requests
Speak with Tyler May Regarding CCL Lack of Attendance (MC Action Item)
John's Weekly Items, MPO Requests
AVH/Jessica - Process Streamlining/Simplification Management
MP Daily Briefing, John's Weekly Items, MPO Requests
S
ShelbyABBI
MP Daily Briefing, John's Weekly Items, MPO Requests
C
CorneliusPlan MPO Outing
John's Weekly Items, MPO Requests
S
ShelbyUpdate Decision Matrix
John's Weekly Items, MPO Requests
C
CorneliusDeal Lead + Portco Management Framework
John's Weekly Items, MPO Requests
R
RobOps Data Project (Starrett Athol/Starrett) - Madelyn Lead
MP Daily Briefing, John's Weekly Items, MPO Requests
C
CorneliusNo Due Date (95)
Project Augustus
MPO Deal Flow
Project Strong (2)
MPO Deal Flow
Project FFT
MPO Deal Flow
Project Deepwater
MPO Deal Flow
Project Rohe
MPO Deal Flow
Project Meso
MPO Deal Flow
Project Evaporator Coll
MPO Deal Flow
Project Volterra
MPO Deal Flow
Project Bison (5) - Relaunch
MPO Deal Flow
Project Millstone
MPO Deal Flow
Project Automotive Machining
MPO Deal Flow
Project Grain
MPO Deal Flow
Project Tool & Fastener Distribution
MPO Deal Flow
Project Hero
MPO Deal Flow
Project PNW Components
MPO Deal Flow
Project Riva
MPO Deal Flow
Project Blue Diamond
MPO Deal Flow
Project Alloy (4)
MPO Deal Flow
Project Shaker
MPO Deal Flow
Project Rush (Relaunch)
MPO Deal Flow
Project RML
MPO Deal Flow
Project Montera
MPO Deal Flow
Project Circular
MPO Deal Flow
Project American Spring
MPO Deal Flow
Project Terminator
MPO Deal Flow
+ 70 more