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Team

The People Behind Our Flexible and Creative Solutions

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Senior Investment Professionals

James Andersen James Andersen Managing Partner & Founder
William Case William Case Managing Partner
Matthew Blevins Matthew Blevins Managing 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
Ariail Barker Ariail Barker Vice President
Brice Geoffrion Brice Geoffrion Vice President
Anthony Veith Anthony Veith Partner - Retired

Execution and Monitoring

Jamie Engelhardt Jamie Engelhardt Principal
Ahmad Raza Ahmad Raza Vice President
Matthew Recker Matthew Recker Vice President
Anton Terlovsky Anton Terlovsky Vice President
Daniel Zarotsky Daniel Zarotsky Senior Associate
Kevin Pickens Kevin Pickens Senior Associate
Matthew Loebel Matthew Loebel Associate
Tyler Sisk Tyler Sisk Associate
Peter DaGiau Peter DaGiau Associate
Bradley Alder Bradley Alder Associate
Khavand Peddi Khavand Peddi 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
Erin Brunner Erin Brunner Administrative Assistant

Board of Operating Advisors

James Donnelly Healthcare Services
Active Day

Pyramid Healthcare

St. Croix Hospice
Charles McCarthy Consumer Products and Marketing
M.H. Zeigler and Sons

Rowmark

Battenfeld Technologies
Ralph Bruno Building Products, Sales and Marketing/Brand Building
Derby Building Products
Randy Fortener Private Equity and Building Products
Compression Polymers Group/CPG International Holdings
Alec Brecker Business Process Outsourcing
The Results Companies
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