two men talking at a conference room table

Team

The People Behind Our Flexible and Creative Solutions

scroll
Jump to Section

Senior Investment Professionals

William Case William Case Managing Partner
Matthew Blevins Matthew Blevins Managing Partner
James Andersen James Andersen Founding Partner
Calvin Neider Calvin Neider Founding Partner
Paul Caliento Paul Caliento Partner
Mathias Rumilly Mathias Rumilly Partner
Geoffrey Faux Geoffrey Faux Partner
Brent Simon Brent Simon Chief Operating Officer

Sourcing Team

Lawrence Simon Lawrence Simon Partner
Nicholas Berry Nicholas Berry Partner
Brice Geoffrion Brice Geoffrion Principal

Execution and Monitoring

Jamie Engelhardt Jamie Engelhardt Principal
Matthew Recker Matthew Recker Vice President
Anton Terlovsky Anton Terlovsky Vice President
Patrick Duffy Patrick Duffy Vice President
Daniel Zarotsky Daniel Zarotsky Vice President
Kevin Pickens Kevin Pickens Vice President
Tyler Sisk Tyler Sisk Associate
Peter DaGiau Peter DaGiau Associate
Bradley Alder Bradley Alder Associate
Khavand Peddi Khavand Peddi Associate
Sam Lawler Sam Lawler Associate
Malcolm Laws-MacDonald Malcolm Laws-MacDonald Associate
Conner Brook Conner Brook Associate
Jared Nii Jared Nii Associate

Operational and Administrative Personnel

John Cerra John Cerra Chief Financial Officer & Chief Compliance Officer
Melissa Frederick Melissa Frederick Marketing Director
Julie Li Julie Li Fund Controller
Beth Zacchea Beth Zacchea Accounting Manager
Logan Krabbe Logan Krabbe Business Intelligence Associate
Erin Brunner Erin Brunner Administrative Assistant

Board of Operating Advisors

James Donnelly Healthcare Services
Active Day

Pyramid Healthcare

St. Croix Hospice
Alec Brecker Business Process Outsourcing
The Results Companies
Adam Birk Consumer and Manufacturing
Battenfeld Technologies

Nielsen-Kellerman

Higdon Outdoors

Revo Brands

Insight 2 Design

Inventive
Jim Gianladis Consumer and Manufacturing
Battenfeld Technologies

Nielsen-Kellerman

Higdon Outdoors

Revo Brands

Insight 2 Design

Inventive
Jeff Forsberg Consumer and Manufacturing
Battenfeld Technologies

Nielsen-Kellerman

Higdon Outdoors

Revo Brands

Insight 2 Design

Inventive
Next
Get In Touch To Kickstart Your Growth