Our Team
We don’t believe in half-measures or missed beats. When our team invests in a company, we go “all in.” Through our collaborative, active investing approach, we work with management to build the infrastructure, processes and systems necessary for sustainable, scalable growth.
- Degrees: Texas Tech BA, SMU MBA, Rice MS
- Gigs: Bank of America, Bank One Capital
- Dream gig: Keyboardist for Ziggy Marley
- Nicknames: Popz (yes, with a “z”), Ice
- Fave squads: Go Spurs Go. Stros. Da Bwoyz. TTURRFL.
- Fave musician: Nesta Robert Marley
- Hometown: Dallas, GSOT
- Esoteric fact: Wrote and produced an album, “Heart and Soul” by Dry Ice and the Crescendos (Soundcloud)
- Degrees: Notre Dame BBA, Chicago Booth MBA
- Gigs: William Blair, OFS Capital
- Dream gig: NFL tight end (it was a short dream)
- Nicknames: Tater, Cael
- Fave squads: Notre Dame, Bulls, Tigers
- Fave musician: Smashing Pumpkins
- Hometown: Toledo, Ohio
- Esoteric fact: 2-1 boxing record. I have the fights recorded somewhere.
- Degrees: BS in Math and Economics from University of Michigan
- Gigs: William Blair, OFS Capital
- Dream gig: Food critic (i.e. eating for a living)
- Nicknames: Uncle Boo Boo to my nieces & nephews
- Fave squads: White Sox – good guys wear black, Da Bears, Michigan Football – Go Blue!
- Fave musician: Fleet Foxes
- Hometown: Chicago
- Esoteric fact: Played water polo in college – but fortunately didn’t get caught up in the college admissions scandal
- Degrees: Central Michigan University: BSBA; Boston University: MBA; Boston University: MSIS. Also once had CFA and CAIA if those count as “degrees”.
- Gigs: OFS Capital, KPMG
- Dream gig: What I do right now. What, you don’t believe me?
- Nicknames: I’m hesitant to name any of the names my children call me as C.L. will call me by that name in perpetuity.
- Fave squads: Liverpool YNWA
- Fave musician: I’ve transitioned over the various stages of my life from classic rock to alternative to indy rock to Kidz Bop.
- Hometown: Troy, MI (outside Detroit)
- Esoteric fact: The word esoteric is esoteric (I had to google it)
- Degrees: Yale BA, UCLA MBA
- Gigs: Pegasus Capital Group, Wells Fargo, KPMG
- Dream gig: Working outside and getting buff doing it
- Nicknames: Bry, BryBry
- Fave squads: Spurs Por Vida, Team USA
- Fave musician: Michael Jackson
- Hometown: San Antonio, GSOT
- Esoteric fact: Started my career at a Hollywood talent agency where I helped return Evan Rachel Wood’s sample Jimmy Choo shoes in every style, witnessed one of Taylor Lautner’s early roundhouse kicks, and messed up one of Heather Locklear’s audition appointments.
- Degrees: University of Georgia BBA. Once held the CFA Charterholder designation, (Since Expired).
- Gigs: Prudential Fixed Income, Prudential Private Capital, Prospect Capital
- Dream gig: If the PGA and MLB don’t end up working out, my wife and I might open a fish taco stand somewhere tropical.
- Nicknames: RD
- Fave squads: The Dawgs
- Fave musician: Any classic rock and most country. Most played this year: Chris Stapleton.
- Hometown: Princeton, NJ
- Esoteric fact: Ryan’s still riding the high of back-to-back CFP National Championships.
- Degrees: Washington University in St. Louis, BA in Finance and Marketing
- Gigs: Investment Banking Associate at William Blair, Healthcare Group
- Dream gig: Working in a Michelin starred restaurant
- Nicknames: None
- Fave squads: Bulls
- Fave musician: Drake, Don Toliver, Saint JHN
- Hometown: Elgin, IL
- Esoteric fact: Enjoys rock climbing and cycling
- Degrees: BS in Accounting from Northern Arizona University
- Gigs: Private equity CFO (multiple groups), public company CFO, private company CFO, public accounting (RSM)
- Dream gig: Adventure guide (fishing, hiking, exploring)
- Nicknames: Dad or Big Pappa
- Fave squads: Average fan of all sports
- Fave musician: Gotta love 80’s classics with no particular fave
- Hometown: Flagstaff, AZ
- Esoteric fact: Archery hunted in Africa a few times
- Degrees: Clemson BS Accounting
- Gigs: Fluor, AECOM, Wood, M+W Group, APTIM, SNC Lavalin, Back Tee Sports
- Dream gig: PGA Tour Player (perennial)
- Nicknames: Papa G; Silk; Bucky
- Fave squads: Cadavers, Rays, Panthers, Go Tigers!
- Fave musician: Parrothead Buffett
- Hometown: Cleveland area (Ashtabula…’River of Many Fish’)
- Esoteric fact: Northeast Ohio in the winter was so boring I made my own ice fishing rods
- Degrees: Lehigh U. BS, Columbia U Executive Management
- Gigs: American Exploration, HSI, Inc., Power Plumbing
- Dream gig: Crescendo Capital Partners
- Nicknames: Pops
- Fave squads: Clemson, LSU
- Fave musician: Ella Fitzgerald
- Hometown: Easton, PA
- Esoteric fact: Love chess, but rarely win
- Degrees: Arizona State BS
- Gigs: WK Holdings, Deluxe Corp., BT Capital, Proctor Silex
- Dream gig: Staying Relevant
- Nicknames: Iron Mike
- Fave squads: Sun Devils, Trojans
- Fave musician: Clapton
- Hometown: Whittier, CA
- Esoteric fact: Co-Director Disney International Youth Soccer Cup
- Degrees: Bachelor of Science (Human Development and Family Studies), Minor in General Business from Texas Tech University
- Gigs: Social worker at The Children’s Advocacy Center of the South Plains and Angelheart Foster Care, Podcast Producer and Project Manager at Mirsh, LLC
- Dream gig: Zookeeper or Travel Journalist
- Nicknames: None
- Fave squads: Texas Tech Red Raiders
- Fave musician: The Dip
- Hometown: Santa Fe, New Mexico
- Esoteric fact: Was a national champion trials motorcycle rider.
Why Partner With Us?
General
- We do what we say.
- We don’t change stripes after a deal closes.
- We invest our personal capital (in most deals, 75-100% of the capital is ours).
- We intensely focus on company culture.
- We develop a collegial workplace, respecting everyone’s contributions.
- We specialize in scaling profitable mid-size firms with proven market demand.
Some Specifics
- We bring seasoned operating partners to work with management teams, focused on strategic growth initiatives.
- We bring financial partners to help build robust financial reporting and cash management systems.
- We find creative ways to drive growth.
- We take care of our employees (because they take care of our customers, and our customers take care of us).
- We drive scale and end-market/geographic diversification through an overt, hands-on M&A strategy. Often, 1+1+1=5.