Capstone Partners LLC
Industry: Capital market company
DescriptionCapstone Partners, LLC is an independent middle market investment bank, formerly the Boston branch for Arthur Andersen Corporate Finance's M&A group, at that time a wholly owned subsidiary of Arthur Andersen. The practice was founded in 1996, with John Ferrara as Andersen's Director for the Boston branch. Founded: 1996 Executives: John Ferrara (CEO, Founder), Paul Janson (COO), Subsidiaries: Headwaters MB, LLC, Capstone Capital Markets LLC, SagePoint Advisors LLC, EQV Capital Group, Inc.
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Capstone Partners LLC Employees
Employee
Years
Job
Industry
Yamir Raj Yamir Raj's Capstone Partners LLC Experience September 2015 - Present
Job Investment Banking Intern at Capstone Partners LLC
Industry Investment Banking
Experience
Capstone Partners LLC September 2015 - Present
ScribeAmerica January 2014 - August 2015
UF College of Medicine August 2013 - April 2015
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Emergency Room, Microsoft Word, Leadership, Public Speaking, Research, Social Media, Data Analysis
Education
The Tuck School of Business at Dartmouth 2015 — 2015
Business Bridge Program Candidate
University of Florida 2011 — 2015
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Berkeley Preparatory School
High School Diploma
Capstone Partners LLC September 2015 - Present
ScribeAmerica January 2014 - August 2015
UF College of Medicine August 2013 - April 2015
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Emergency Room, Microsoft Word, Leadership, Public Speaking, Research, Social Media, Data Analysis
Education
The Tuck School of Business at Dartmouth 2015 — 2015
Business Bridge Program Candidate
University of Florida 2011 — 2015
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Berkeley Preparatory School
High School Diploma
Christopher Cardinale Christopher Cardinale's Capstone Partners LLC Experience April 2015 - Present
Job Associate Capstone Partners LLC
Industry Investment Banking
Experience
Capstone Partners LLC April 2015 - Present
Plethora Businesses July 2012 - October 2014
United Capital Financial Partners, Inc January 2012 - June 2012
1StopLegalForms, Inc. April 2003 - September 2009
Education
University of San Diego 2009 — 2012
Bachelor of Business Administration (B.B.A.)
Santa Margarita Catholic High School
High School Diploma
Capstone Partners LLC April 2015 - Present
Plethora Businesses July 2012 - October 2014
United Capital Financial Partners, Inc January 2012 - June 2012
1StopLegalForms, Inc. April 2003 - September 2009
Education
University of San Diego 2009 — 2012
Bachelor of Business Administration (B.B.A.)
Santa Margarita Catholic High School
High School Diploma
Shawn Keenan Shawn Keenan's Capstone Partners LLC Experience April 2015 - Present
Job
Industry Investment Banking
Experience
Capstone Partners LLC April 2015 - Present
Skills
Mergers & Acquisitions, Financial Modeling, Finance, Investment Banking, Strategic Planning, Leadership, Business Strategy, Financial Analysis, Investments, Negotiation, Valuation, Financial Services
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Florida 1994 — 1998
BABA
Capstone Partners LLC April 2015 - Present
Skills
Mergers & Acquisitions, Financial Modeling, Finance, Investment Banking, Strategic Planning, Leadership, Business Strategy, Financial Analysis, Investments, Negotiation, Valuation, Financial Services
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Florida 1994 — 1998
BABA
Andrew Walters Andrew Walters's Capstone Partners LLC Experience January 2012 - April 2012
Job Brand Specialist at Amazon
Industry Retail
Experience
Amazon June 2014 - Present
Nu Chapter Consulting Group January 2012 - May 2014
Bean Partners February 2013 - April 2013
Brigos Capital Management February 2012 - September 2012
Capstone Partners LLC January 2012 - April 2012
SilverStone Group June 2011 - August 2011
Skills
Capital IQ, Financial Analysis, Equity Research, DCF, Industry Research, Fundamental Analysis, Thompson One, Investment Research, Financial Statement..., Equities, Marketsmith, Market Research, Strategy, Friendly Personality, Venture Capital, Start-ups, Investments, Finance, Entrepreneurship, Analysis, Strategic Consulting
Education
Boston University - School of Management 2010 — 2014
BSBA, Concentrations in Finance & Entrepreneurship with a minor in Economics
Millard North High School 2006 — 2010
Commended Liberal Arts Degree
Amazon June 2014 - Present
Nu Chapter Consulting Group January 2012 - May 2014
Bean Partners February 2013 - April 2013
Brigos Capital Management February 2012 - September 2012
Capstone Partners LLC January 2012 - April 2012
SilverStone Group June 2011 - August 2011
Skills
Capital IQ, Financial Analysis, Equity Research, DCF, Industry Research, Fundamental Analysis, Thompson One, Investment Research, Financial Statement..., Equities, Marketsmith, Market Research, Strategy, Friendly Personality, Venture Capital, Start-ups, Investments, Finance, Entrepreneurship, Analysis, Strategic Consulting
Education
Boston University - School of Management 2010 — 2014
BSBA, Concentrations in Finance & Entrepreneurship with a minor in Economics
Millard North High School 2006 — 2010
Commended Liberal Arts Degree
Jaime Villa Jaime Villa's Capstone Partners LLC Experience September 2005 - December 2005
Job Principal, Global Macro and Asset Allocation at KKR
Industry Investment Management
Experience
KKR January 2014 - Present
PIMCO November 2008 - December 2013
PIMCO July 2007 - November 2008
UBS Investment Bank June 2006 - August 2006
Capstone Partners LLC September 2005 - December 2005
Merrill Lynch June 2005 - August 2005
Skills
Portfolio Management, Global Macro, Interest Rate..., Macroeconomics, Currency, Emerging Markets, Bonds, FX Options, Equity Research, Value Investing
Education
Columbia University - Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Finance and General Management
Babson College 2003 — 2007
Bachelors of Science, Finance and Economics
Harvard University 2005 — 2005
Summer Coursework in Capital Acquisition and M&A, Banking, Corporate, Finance, and Securities Law
Colegio Nueva Granada
High School
KKR January 2014 - Present
PIMCO November 2008 - December 2013
PIMCO July 2007 - November 2008
UBS Investment Bank June 2006 - August 2006
Capstone Partners LLC September 2005 - December 2005
Merrill Lynch June 2005 - August 2005
Skills
Portfolio Management, Global Macro, Interest Rate..., Macroeconomics, Currency, Emerging Markets, Bonds, FX Options, Equity Research, Value Investing
Education
Columbia University - Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Finance and General Management
Babson College 2003 — 2007
Bachelors of Science, Finance and Economics
Harvard University 2005 — 2005
Summer Coursework in Capital Acquisition and M&A, Banking, Corporate, Finance, and Securities Law
Colegio Nueva Granada
High School
Sean Whitney's Capstone Partners LLC Experience May 2013 - August 2014
Job MBA Candidate at Boston University School of Management
Industry Investment Banking
Experience
Boston University Questrom School of Business August 2014 - Present
Boston Bruins May 2015 - August 2015
Capstone Partners LLC May 2013 - August 2014
Investment Banking Institute May 2013 - June 2013
CoachUp January 2013 - May 2013
Florida Everblades August 2012 - April 2013
Skills
Research, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Financial Analysis, Strategy, Financial Modeling
Education
Boston University Questrom School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Strategy
Cornell University 2008 — 2012
Bachelor's degree, Applied Economics and Management, Specialization in Finance and Strategy
Cushing Academy 2004 — 2008
Boston University Questrom School of Business August 2014 - Present
Boston Bruins May 2015 - August 2015
Capstone Partners LLC May 2013 - August 2014
Investment Banking Institute May 2013 - June 2013
CoachUp January 2013 - May 2013
Florida Everblades August 2012 - April 2013
Skills
Research, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Financial Analysis, Strategy, Financial Modeling
Education
Boston University Questrom School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Strategy
Cornell University 2008 — 2012
Bachelor's degree, Applied Economics and Management, Specialization in Finance and Strategy
Cushing Academy 2004 — 2008
Deborah Foster Deborah Foster's Capstone Partners LLC Experience April 2011 - Present
Job Director at Capstone Partners LLC
Industry Investment Banking
Experience
Capstone Partners LLC April 2011 - Present
Waste Management September 2010 - March 2011
Morgan Stanley Smith Barney, Capital Strategies Group and its predecessor, Citi Capital Strategies November 1981 - September 2010
Skills
Marketing, Market Analysis, Program Management, Business Intelligence, Private Equity, Management, Corporate Finance, Due Diligence
Education
San Diego State University-California State University 1977 — 1981
B.S., Business Administration, Marketing
Capstone Partners LLC April 2011 - Present
Waste Management September 2010 - March 2011
Morgan Stanley Smith Barney, Capital Strategies Group and its predecessor, Citi Capital Strategies November 1981 - September 2010
Skills
Marketing, Market Analysis, Program Management, Business Intelligence, Private Equity, Management, Corporate Finance, Due Diligence
Education
San Diego State University-California State University 1977 — 1981
B.S., Business Administration, Marketing
Harrison Garfinkle's Capstone Partners LLC Experience June 2011 - August 2011
Job Investment Banking Associate at Stone Key Partners
Industry Investment Banking
Experience
Stone Key Partners July 2012 - Present
Barmatch June 2011 - June 2012
Capstone Partners LLC June 2011 - August 2011
BoxTone Inc. May 2010 - December 2010
Ivy Insiders May 2009 - August 2009
National Institutes of Health June 2007 - August 2007
Skills
Business Valuation, Mergers & Acquisitions, LBO, DCF Valuation, Microsoft Excel, PowerPoint, Divestitures
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts, Economics, Mathematics, Summa Cum Laude
Stone Key Partners July 2012 - Present
Barmatch June 2011 - June 2012
Capstone Partners LLC June 2011 - August 2011
BoxTone Inc. May 2010 - December 2010
Ivy Insiders May 2009 - August 2009
National Institutes of Health June 2007 - August 2007
Skills
Business Valuation, Mergers & Acquisitions, LBO, DCF Valuation, Microsoft Excel, PowerPoint, Divestitures
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts, Economics, Mathematics, Summa Cum Laude
Dan Lesser's Capstone Partners LLC Experience June 2013 - August 2013
Job Associate at The Parthenon Group
Industry Financial Services
Experience
Parthenon-EY September 2015 - Present
Kellogg School of Management January 2015 - June 2015
Braintree June 2014 - August 2014
Spoon Magazine March 2013 - July 2014
Capstone Partners LLC June 2013 - August 2013
Proact Search August 2012 - December 2012
Skills
Social Media, Stata, Business Development, Blogging, Marketing, AMPL, Microsoft Excel, PowerPoint, Market Research, Facebook, Social Media Marketing, Social Networking, Microsoft Access, Data Analysis, Financial Modeling, Financial Analysis, Financial Statement..., Entrepreneurship, Team Leadership, Teamwork, Strategic Planning, Competitive Analysis
Education
Northwestern University 2011 — 2015
BA, Economics, Kellogg School of Management Certificate Program in Managerial Analytics, Philosophy
Parthenon-EY September 2015 - Present
Kellogg School of Management January 2015 - June 2015
Braintree June 2014 - August 2014
Spoon Magazine March 2013 - July 2014
Capstone Partners LLC June 2013 - August 2013
Proact Search August 2012 - December 2012
Skills
Social Media, Stata, Business Development, Blogging, Marketing, AMPL, Microsoft Excel, PowerPoint, Market Research, Facebook, Social Media Marketing, Social Networking, Microsoft Access, Data Analysis, Financial Modeling, Financial Analysis, Financial Statement..., Entrepreneurship, Team Leadership, Teamwork, Strategic Planning, Competitive Analysis
Education
Northwestern University 2011 — 2015
BA, Economics, Kellogg School of Management Certificate Program in Managerial Analytics, Philosophy
Louis Connelly's Capstone Partners LLC Experience January 2011 - May 2011
Job Research Analyst at Memphis Research Group
Industry Education Management
Experience
Memphis Research Group June 2015 - Present
Teach For America July 2013 - May 2015
Goldman Sachs May 2012 - August 2012
Capstone Partners LLC January 2011 - May 2011
Brandeis University August 2010 - December 2010
Brandeis University August 2010 - December 2010
BearingPoint China May 2010 - July 2010
Office of the Governor - State of Massachusetts January 2010 - May 2010
Platypus Media March 2009 - March 2010
Skills
Research, Program Management, Competitive Analysis, PowerPoint, Microsoft Excel, Marketing, Social Media, Microsoft Word
Education
Brandeis University 2009 — 2013
B.A., Economics, Philosophy
Memphis Research Group June 2015 - Present
Teach For America July 2013 - May 2015
Goldman Sachs May 2012 - August 2012
Capstone Partners LLC January 2011 - May 2011
Brandeis University August 2010 - December 2010
Brandeis University August 2010 - December 2010
BearingPoint China May 2010 - July 2010
Office of the Governor - State of Massachusetts January 2010 - May 2010
Platypus Media March 2009 - March 2010
Skills
Research, Program Management, Competitive Analysis, PowerPoint, Microsoft Excel, Marketing, Social Media, Microsoft Word
Education
Brandeis University 2009 — 2013
B.A., Economics, Philosophy
Dan Schultz Dan Schultz's Capstone Partners LLC Experience August 2010 - Present
Job Advising midmarket companies on selling their business, raising capital or making acquisitions | Biz Dev @ Capstone
Industry Financial Services
Experience
Capstone Partners LLC August 2010 - Present
Equity Metrics 2009 - 2009
Headwaters MB 2007 - 2009
Ernst & Young 2005 - 2007
Skills
New Business Development, Valuation, Strategy, Mergers & Acquisitions, Private Equity, Investments, Financial Analysis, Start-ups, Capital Markets, Finance, Corporate Finance, Financial Modeling, Equities, Due Diligence
Education
University of Denver - Daniels College of Business 2003 — 2005
MBA / MAcc
Vanderbilt University 1999 — 2003
BE
Capstone Partners LLC August 2010 - Present
Equity Metrics 2009 - 2009
Headwaters MB 2007 - 2009
Ernst & Young 2005 - 2007
Skills
New Business Development, Valuation, Strategy, Mergers & Acquisitions, Private Equity, Investments, Financial Analysis, Start-ups, Capital Markets, Finance, Corporate Finance, Financial Modeling, Equities, Due Diligence
Education
University of Denver - Daniels College of Business 2003 — 2005
MBA / MAcc
Vanderbilt University 1999 — 2003
BE
David A. Rychalsky David A. Rychalsky's Capstone Partners LLC Experience September 2014 - Present
Job Vice President at Capstone Partners LLC
Industry Financial Services
Experience
Capstone Partners LLC September 2014 - Present
Mesirow Financial Consulting September 2004 - September 2014
KPMG June 2001 - September 2004
Skills
Financial Advisory, Courts, Finance, Litigation Support, Restructuring, Bankruptcy, Litigation, Mergers & Acquisitions, Debt Restructuring, Valuation, Private Equity, Due Diligence, Business Valuation, Financial Modeling, Corporate Finance
Education
Roanoke College 1995 — 1999
BA: Political Science, Concentration: Economics
Capstone Partners LLC September 2014 - Present
Mesirow Financial Consulting September 2004 - September 2014
KPMG June 2001 - September 2004
Skills
Financial Advisory, Courts, Finance, Litigation Support, Restructuring, Bankruptcy, Litigation, Mergers & Acquisitions, Debt Restructuring, Valuation, Private Equity, Due Diligence, Business Valuation, Financial Modeling, Corporate Finance
Education
Roanoke College 1995 — 1999
BA: Political Science, Concentration: Economics
Dorsey Dobias's Capstone Partners LLC Experience June 2012 - August 2012
Job Lineage Capital
Industry Venture Capital & Private Equity
Experience
Lineage Capital August 2015 - Present
Harris Williams & Co. May 2013 - July 2015
Capstone Partners LLC June 2012 - August 2012
Atlantis WeatherGear May 2011 - August 2011
Education
Sewanee-The University of the South 2009 — 2013
B.A., Economics
Lineage Capital August 2015 - Present
Harris Williams & Co. May 2013 - July 2015
Capstone Partners LLC June 2012 - August 2012
Atlantis WeatherGear May 2011 - August 2011
Education
Sewanee-The University of the South 2009 — 2013
B.A., Economics
Jared Rabin's Capstone Partners LLC Experience June 2007 - August 2007
Job Client Services Manager at RBM Technologies
Industry Internet
Experience
RBM Technologies May 2012 - Present
HubSpot March 2010 - April 2012
Neolane May 2008 - March 2010
Capstone Partners LLC June 2007 - August 2007
Sunrise Sports and Entertainment June 2006 - August 2006
Skills
Lead Management, Lead Generation, Online Marketing, Social Media, Analytics, SEO, Internet Marketing, B2B Marketing, Business Development, Enterprise Software, Sales Management, Marketing Automation, SaaS, Start-ups, CRM, B2B, Salesforce.com
Education
University of Florida 2004 — 2008
BS, Finance, Entrepreneurship
RBM Technologies May 2012 - Present
HubSpot March 2010 - April 2012
Neolane May 2008 - March 2010
Capstone Partners LLC June 2007 - August 2007
Sunrise Sports and Entertainment June 2006 - August 2006
Skills
Lead Management, Lead Generation, Online Marketing, Social Media, Analytics, SEO, Internet Marketing, B2B Marketing, Business Development, Enterprise Software, Sales Management, Marketing Automation, SaaS, Start-ups, CRM, B2B, Salesforce.com
Education
University of Florida 2004 — 2008
BS, Finance, Entrepreneurship
Hiroki Higashihara Hiroki Higashihara's Capstone Partners LLC Experience July 2012 - Present
Job Investment Banking Analyst at Capstone Partners LLC
Industry Financial Services
Experience
Capstone Partners LLC July 2012 - Present
Sage Capital Advisors, LLC April 2012 - June 2012
CyberDefender June 2011 - September 2011
Skills
Financial Modeling, Investment Banking, Microsoft Office, Financial Analysis, Valuation, Corporate Finance, Finance, Data Analysis, Economics, Mergers & Acquisitions, Microsoft Excel, Accounting, MySQL, Dreamweaver, Pivot Tables
Education
University of California, San Diego
Bachelor of Science (BS), Management Science
Capstone Partners LLC July 2012 - Present
Sage Capital Advisors, LLC April 2012 - June 2012
CyberDefender June 2011 - September 2011
Skills
Financial Modeling, Investment Banking, Microsoft Office, Financial Analysis, Valuation, Corporate Finance, Finance, Data Analysis, Economics, Mergers & Acquisitions, Microsoft Excel, Accounting, MySQL, Dreamweaver, Pivot Tables
Education
University of California, San Diego
Bachelor of Science (BS), Management Science
Terry Rennaker Terry Rennaker's Capstone Partners LLC Experience April 2004 - January 2008
Job President at Rennaker Company Consulting, Inc.
Industry Real Estate
Experience
Rennaker Company Consulting, Inc. April 2013 - Present
TowardZero.org April 2013 - Present
Skanska April 2011 - April 2013
CB Richard Ellis July 2009 - March 2011
Rennaker Company LLC January 2008 - July 2009
Capstone Partners LLC April 2004 - January 2008
Trammell Crow Company 1999 - 2004
Howard S. Wright Construction Co. 1996 - 1999
Skills
Program Management, Project Finance, Project Delivery, Construction, Real Estate Development, Construction Management, Contract Negotiation, Data Center, Negotiation, Strategy Development, Risk Management, Outsourcing, Strategy, Budgets, Project Planning, Management, New Business Development, MS Project, Business Development, Facilities Management, Project Management, HVAC, Team Leadership, Procurement, Leadership, Infrastructure, Sustainability, Contract Management, LEED, Energy Management, Mergers & Acquisitions, Feasibility Studies, LEED AP, Energy Efficiency, Value Engineering, Green Building, MEP, Contractors, Project Estimation, Energy Audits, Renovation, Energy Conservation, Design-Build, Pre-construction, Building Automation, Cost Management, Electricians, Project Bidding, HVAC Controls, Subcontracting
Education
Stanford University 1976 — 1980
BS, Mechanical Engineering
Inglemoor High School
Inglemoor High School
Rennaker Company Consulting, Inc. April 2013 - Present
TowardZero.org April 2013 - Present
Skanska April 2011 - April 2013
CB Richard Ellis July 2009 - March 2011
Rennaker Company LLC January 2008 - July 2009
Capstone Partners LLC April 2004 - January 2008
Trammell Crow Company 1999 - 2004
Howard S. Wright Construction Co. 1996 - 1999
Skills
Program Management, Project Finance, Project Delivery, Construction, Real Estate Development, Construction Management, Contract Negotiation, Data Center, Negotiation, Strategy Development, Risk Management, Outsourcing, Strategy, Budgets, Project Planning, Management, New Business Development, MS Project, Business Development, Facilities Management, Project Management, HVAC, Team Leadership, Procurement, Leadership, Infrastructure, Sustainability, Contract Management, LEED, Energy Management, Mergers & Acquisitions, Feasibility Studies, LEED AP, Energy Efficiency, Value Engineering, Green Building, MEP, Contractors, Project Estimation, Energy Audits, Renovation, Energy Conservation, Design-Build, Pre-construction, Building Automation, Cost Management, Electricians, Project Bidding, HVAC Controls, Subcontracting
Education
Stanford University 1976 — 1980
BS, Mechanical Engineering
Inglemoor High School
Inglemoor High School
April Ochieng's Capstone Partners LLC Experience May 2015 - Present
Job Business Development Analyst at Capstone Partners
Industry Market Research
Experience
Capstone Partners LLC May 2015 - Present
The Timken Company September 2014 - May 2015
PORTE-COCHÈRE June 2014 - October 2014
Express Seed Company February 2014 - April 2014
Planet Fitness September 2013 - December 2013
Vanderbilt University Central Library December 2009 - May 2013
Vanderbilt Programs for Talented Youth: WAVU October 2012 - October 2012
Vanderbilt Programs for Talented Youth: VSA June 2012 - July 2012
Demos' Spaghetti & Steakhouse June 2011 - July 2011
Demos' Spaghetti and Steakhouse December 2007 - August 2009
Skills
Research, Higher Education, Social Media, Microsoft Office, Public Speaking, Community Outreach, PowerPoint, Editing, Russian, History, Politics, Social Networking, Event Planning, Creative Writing, Microsoft Word, Data Analysis, English, Microsoft Excel, Blogging, Political Science, Nonprofits, Writing, Comparative Politics, Facebook, SPSS, Fundraising, Grant Writing, Acting, Voice Over, Voice Acting, Film Acting, Feature Articles, WordPress, Statistics, Critical Thinking, Volunteer Management, Teaching, Feature Writing, Project Management, Organizational..., SAP, Hyperion Performance..., Business Analysis, SQL, Customer Service, Marketing, Analysis
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Russian, political science
Санкт-Петербургский Государственный Университет 2011 — 2011
Russian Studies
Невский Институт Языка и Культуры 2010 — 2010
Russian Studies
Lebanon High School
Capstone Partners LLC May 2015 - Present
The Timken Company September 2014 - May 2015
PORTE-COCHÈRE June 2014 - October 2014
Express Seed Company February 2014 - April 2014
Planet Fitness September 2013 - December 2013
Vanderbilt University Central Library December 2009 - May 2013
Vanderbilt Programs for Talented Youth: WAVU October 2012 - October 2012
Vanderbilt Programs for Talented Youth: VSA June 2012 - July 2012
Demos' Spaghetti & Steakhouse June 2011 - July 2011
Demos' Spaghetti and Steakhouse December 2007 - August 2009
Skills
Research, Higher Education, Social Media, Microsoft Office, Public Speaking, Community Outreach, PowerPoint, Editing, Russian, History, Politics, Social Networking, Event Planning, Creative Writing, Microsoft Word, Data Analysis, English, Microsoft Excel, Blogging, Political Science, Nonprofits, Writing, Comparative Politics, Facebook, SPSS, Fundraising, Grant Writing, Acting, Voice Over, Voice Acting, Film Acting, Feature Articles, WordPress, Statistics, Critical Thinking, Volunteer Management, Teaching, Feature Writing, Project Management, Organizational..., SAP, Hyperion Performance..., Business Analysis, SQL, Customer Service, Marketing, Analysis
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Russian, political science
Санкт-Петербургский Государственный Университет 2011 — 2011
Russian Studies
Невский Институт Языка и Культуры 2010 — 2010
Russian Studies
Lebanon High School
Kyle McKay's Capstone Partners LLC Experience January 2012 - August 2012
Job Capital Markets Analyst
Industry Capital Markets
Experience
Citizens Capital Markets Group June 2013 - Present
Hughey Center for Financial Services May 2012 - May 2013
Capstone Partners LLC January 2012 - August 2012
Lake Street Advisors, LLC May 2011 - August 2011
West Glen Associates January 2011 - May 2011
Education
Bentley University 2009 — 2013
Bachelor of Science
Investment Banking Institute
Lorenzo De'Medici Institute
Citizens Capital Markets Group June 2013 - Present
Hughey Center for Financial Services May 2012 - May 2013
Capstone Partners LLC January 2012 - August 2012
Lake Street Advisors, LLC May 2011 - August 2011
West Glen Associates January 2011 - May 2011
Education
Bentley University 2009 — 2013
Bachelor of Science
Investment Banking Institute
Lorenzo De'Medici Institute
Nicholas Canova Nicholas Canova's Capstone Partners LLC Experience June 2011 - August 2011
Job Graduate Student at Stanford University
Industry Financial Services
Experience
Preferred Return August 2012 - July 2015
Boston University School of Management January 2011 - January 2012
Capstone Partners LLC June 2011 - August 2011
Skills
Valuation, Financial Analysis, Business Analysis, Mergers & Acquisitions, DCF, Financial Modeling, Microsoft Excel, PowerPoint, Capital IQ, Bloomberg Terminal, Bloomberg, Equity Research, Corporate Finance, Data Analysis, Stata, Microsoft Word, Statistics, Economics, Microsoft Office, Access, SPSS, Financial Statement..., Quantitative Analytics, Research, Mergers
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration - Finance
Boston University - College of Arts and Sciences 2008 — 2012
Bachelor of Arts, Economics
Stanford University 2015 — 2017
Master of Science (M.S.), Data Science
Preferred Return August 2012 - July 2015
Boston University School of Management January 2011 - January 2012
Capstone Partners LLC June 2011 - August 2011
Skills
Valuation, Financial Analysis, Business Analysis, Mergers & Acquisitions, DCF, Financial Modeling, Microsoft Excel, PowerPoint, Capital IQ, Bloomberg Terminal, Bloomberg, Equity Research, Corporate Finance, Data Analysis, Stata, Microsoft Word, Statistics, Economics, Microsoft Office, Access, SPSS, Financial Statement..., Quantitative Analytics, Research, Mergers
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration - Finance
Boston University - College of Arts and Sciences 2008 — 2012
Bachelor of Arts, Economics
Stanford University 2015 — 2017
Master of Science (M.S.), Data Science
Michael Bruggeman, CPA's Capstone Partners LLC Experience September 2014 - Present
Job Capstone Partners LLC
Industry Financial Services
Experience
Capstone Partners LLC September 2014 - Present
Kpmg LLP October 2011 - September 2014
Steel Dynamics, Inc June 2004 - July 2007
Skills
Business Valuation, Financial Analysis, CPA, Accounting, Financial Accounting, GAAP, Corporate Tax, Partnership Taxation
Education
Indiana University Bloomington 2010 — 2011
Master's degree, Accounting
Indiana University Bloomington 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Capstone Partners LLC September 2014 - Present
Kpmg LLP October 2011 - September 2014
Steel Dynamics, Inc June 2004 - July 2007
Skills
Business Valuation, Financial Analysis, CPA, Accounting, Financial Accounting, GAAP, Corporate Tax, Partnership Taxation
Education
Indiana University Bloomington 2010 — 2011
Master's degree, Accounting
Indiana University Bloomington 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Len Batsevitsky, CPA, CFA Len Batsevitsky, CPA, CFA's Capstone Partners LLC Experience December 2013 - Present
Job Director at Capstone Partners LLC
Industry Financial Services
Experience
Capstone Partners LLC December 2013 - Present
Grant Thornton Corporate Finance May 2008 - December 2013
Roseview Capital Partners March 2007 - March 2008
Sovereign Bank October 2001 - March 2007
PricewaterhouseCoopers October 1998 - October 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Banking, Credit Analysis, Private Equity, Business Valuation, Portfolio Management, Mergers, Credit Risk, Finance, Investment Banking, Capital Markets, Restructuring, Structured Finance, Mergers & Acquisitions
Education
State University of New York at Buffalo 1994 — 1998
BS, Accounting/Finance
Capstone Partners LLC December 2013 - Present
Grant Thornton Corporate Finance May 2008 - December 2013
Roseview Capital Partners March 2007 - March 2008
Sovereign Bank October 2001 - March 2007
PricewaterhouseCoopers October 1998 - October 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Banking, Credit Analysis, Private Equity, Business Valuation, Portfolio Management, Mergers, Credit Risk, Finance, Investment Banking, Capital Markets, Restructuring, Structured Finance, Mergers & Acquisitions
Education
State University of New York at Buffalo 1994 — 1998
BS, Accounting/Finance
Alec Ren's Capstone Partners LLC Experience May 2014 - July 2014
Job Investment Banking Summer Analyst at Evercore
Industry Banking
Experience
Evercore May 2015 - Present
Capstone Partners LLC May 2014 - July 2014
UBS Wealth Management September 2013 - May 2014
Wharton Public Policy July 2013 - September 2013
GlaxoSmithKline May 2013 - July 2013
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Finance
Great Valley High School 2008 — 2012
Evercore May 2015 - Present
Capstone Partners LLC May 2014 - July 2014
UBS Wealth Management September 2013 - May 2014
Wharton Public Policy July 2013 - September 2013
GlaxoSmithKline May 2013 - July 2013
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Finance
Great Valley High School 2008 — 2012
Timothy Schmidt Timothy Schmidt's Capstone Partners LLC Experience June 2008 - December 2009
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade June 2015 - Present
Villeo Capital LLC January 2010 - June 2015
Jantz Morgan LLC September 2011 - March 2014
Capstone Partners LLC June 2008 - December 2009
Trudeau & Trudeau Associates, Inc June 2005 - February 2008
Emerson Investment Management 2003 - 2005
Charles Schwab 1993 - 2003
Education
Harvard Extension School 2007 — 2009
Master of Liberal Arts in Management
Harvard Extension School 2000 — 2003
Bachelor of Liberal Arts in Extension Studies cum laude
Illinois Institute of Technology 1986 — 1990
Studied
TD Ameritrade June 2015 - Present
Villeo Capital LLC January 2010 - June 2015
Jantz Morgan LLC September 2011 - March 2014
Capstone Partners LLC June 2008 - December 2009
Trudeau & Trudeau Associates, Inc June 2005 - February 2008
Emerson Investment Management 2003 - 2005
Charles Schwab 1993 - 2003
Education
Harvard Extension School 2007 — 2009
Master of Liberal Arts in Management
Harvard Extension School 2000 — 2003
Bachelor of Liberal Arts in Extension Studies cum laude
Illinois Institute of Technology 1986 — 1990
Studied
Kate Blaes's Capstone Partners LLC Experience September 2011 - December 2011
Job Business Advisory Services Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2015 - Present
Feeley & Driscoll, P.C. June 2015 - August 2015
Feeley & Driscoll, P.C. October 2013 - April 2015
Feeley & Driscoll, P.C. May 2012 - August 2012
Capstone Partners LLC September 2011 - December 2011
Harvey & Company LLC July 2011 - August 2011
Jet Propulsion Laboratory May 2010 - August 2010
Jet Propulsion Laboratory June 2009 - August 2009
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science (B.S.) in Business Administration
Grant Thornton LLP September 2015 - Present
Feeley & Driscoll, P.C. June 2015 - August 2015
Feeley & Driscoll, P.C. October 2013 - April 2015
Feeley & Driscoll, P.C. May 2012 - August 2012
Capstone Partners LLC September 2011 - December 2011
Harvey & Company LLC July 2011 - August 2011
Jet Propulsion Laboratory May 2010 - August 2010
Jet Propulsion Laboratory June 2009 - August 2009
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science (B.S.) in Business Administration
Chris Govey Chris Govey's Capstone Partners LLC Experience June 2009 - August 2009
Job Associate at Polaris Partners
Industry Venture Capital & Private Equity
Experience
Polaris Partners July 2012 - Present
Jefferies & Company July 2010 - July 2012
Capstone Partners LLC June 2009 - August 2009
Congress Asset Management May 2008 - August 2008
Skills
Venture Capital, Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, LBO, Bloomberg, Equity Research, DCF, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2017
Amherst College 2006 — 2010
Bachelors, Arts, Economics
Oliver Ames High School 2003 — 2006
Polaris Partners July 2012 - Present
Jefferies & Company July 2010 - July 2012
Capstone Partners LLC June 2009 - August 2009
Congress Asset Management May 2008 - August 2008
Skills
Venture Capital, Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, LBO, Bloomberg, Equity Research, DCF, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2017
Amherst College 2006 — 2010
Bachelors, Arts, Economics
Oliver Ames High School 2003 — 2006
Saajan Doshi's Capstone Partners LLC Experience June 2013 - August 2013
Job Investment Banking Analyst at Miller Buckfire
Industry Investment Banking
Experience
Miller Buckfire July 2014 - Present
RootOfAllGood Productions September 2008 - Present
Little Investment Bankers of Rutgers September 2011 - September 2014
Deloitte January 2014 - March 2014
Alternative Investments Club of Rutgers September 2011 - September 2013
Capstone Partners LLC June 2013 - August 2013
Summit Research July 2012 - August 2012
Johnson & Johnson January 2012 - July 2012
Anbakam Metals LLC May 2011 - July 2011
Martin Financial Group May 2010 - June 2010
Skills
PowerPoint, Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, Corporate Finance, Analysis, Leadership, Microsoft Word, Access, Accounting, Marketing, Research, Financial Accounting, Finance, Data Analysis, Teamwork, Strategic Planning, Equities, Valuation, Competitive Analysis, Process Improvement, Time Management, Mergers & Acquisitions, Investment Banking, Equity Research, Venture Capital, Corporate Development, Private Equity
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2014
B.S, Finance, 3.8 GPA
South Brunswick High School 2005 — 2009
Rutgers University-New Brunswick
Miller Buckfire July 2014 - Present
RootOfAllGood Productions September 2008 - Present
Little Investment Bankers of Rutgers September 2011 - September 2014
Deloitte January 2014 - March 2014
Alternative Investments Club of Rutgers September 2011 - September 2013
Capstone Partners LLC June 2013 - August 2013
Summit Research July 2012 - August 2012
Johnson & Johnson January 2012 - July 2012
Anbakam Metals LLC May 2011 - July 2011
Martin Financial Group May 2010 - June 2010
Skills
PowerPoint, Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, Corporate Finance, Analysis, Leadership, Microsoft Word, Access, Accounting, Marketing, Research, Financial Accounting, Finance, Data Analysis, Teamwork, Strategic Planning, Equities, Valuation, Competitive Analysis, Process Improvement, Time Management, Mergers & Acquisitions, Investment Banking, Equity Research, Venture Capital, Corporate Development, Private Equity
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2014
B.S, Finance, 3.8 GPA
South Brunswick High School 2005 — 2009
Rutgers University-New Brunswick
Curt Nichols's Capstone Partners LLC Experience April 2015 - Present
Job Research Associate at Capstone Partners LLC
Industry Financial Services
Experience
Capstone Partners LLC April 2015 - Present
Forrester Research July 2014 - April 2015
Forrester Research July 2013 - July 2014
Brand Content June 2012 - August 2012
SapientNitro May 2011 - July 2011
Chatham Bars Inn June 2008 - August 2010
Skills
Research, Data Analysis, Marketing Strategy, Analysis, Advertising, Market Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Marketing, Customer Experience, Performance Metrics, Bloomberg Terminal, Marketing Communications, Capital IQ, ThomsonOne, Google Analytics, Google Adwords, Adobe Creative Suite, Affiliate Marketing
Education
University of Richmond - Robins School of Business 2009 — 2013
BSBA, Finance, Marketing
Noble and Greenough School 2005 — 2009
Cape Eleuthera Island School 2007 — 2007
Capstone Partners LLC April 2015 - Present
Forrester Research July 2014 - April 2015
Forrester Research July 2013 - July 2014
Brand Content June 2012 - August 2012
SapientNitro May 2011 - July 2011
Chatham Bars Inn June 2008 - August 2010
Skills
Research, Data Analysis, Marketing Strategy, Analysis, Advertising, Market Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Marketing, Customer Experience, Performance Metrics, Bloomberg Terminal, Marketing Communications, Capital IQ, ThomsonOne, Google Analytics, Google Adwords, Adobe Creative Suite, Affiliate Marketing
Education
University of Richmond - Robins School of Business 2009 — 2013
BSBA, Finance, Marketing
Noble and Greenough School 2005 — 2009
Cape Eleuthera Island School 2007 — 2007
Shannon K. Cullen's Capstone Partners LLC Experience April 2005 - Present
Job
Industry Banking
Experience
Capstone Partners LLC April 2005 - Present
Education
Stonehill College 1992 — 1996
Bachelor of Arts (BA), Communication, General
Northeastern University 1997 — 1999
Human Resources Management/Personnel Administration, General
Archbishop Williams High School 1989 — 1992
Capstone Partners LLC April 2005 - Present
Education
Stonehill College 1992 — 1996
Bachelor of Arts (BA), Communication, General
Northeastern University 1997 — 1999
Human Resources Management/Personnel Administration, General
Archbishop Williams High School 1989 — 1992
Hamza Fodderwala Hamza Fodderwala's Capstone Partners LLC Experience August 2011 - December 2011
Job Equity Research Associate at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) May 2014 - Present
Stern Value Management June 2013 - May 2014
Zelman & Associates June 2012 - September 2012
Capstone Partners LLC August 2011 - December 2011
The Hartford May 2011 - August 2011
Skills
Corporate Finance, Equity Research, Financial Modeling, Microsoft Office, Capital IQ, Writing, Real Estate Economics, REIT, Insurance
Education
New York University 2010 — 2013
BS, Economics & Public Policy
Farmington High School 2005 — 2009
High School Diploma
Susquehanna International Group, LLP (SIG) May 2014 - Present
Stern Value Management June 2013 - May 2014
Zelman & Associates June 2012 - September 2012
Capstone Partners LLC August 2011 - December 2011
The Hartford May 2011 - August 2011
Skills
Corporate Finance, Equity Research, Financial Modeling, Microsoft Office, Capital IQ, Writing, Real Estate Economics, REIT, Insurance
Education
New York University 2010 — 2013
BS, Economics & Public Policy
Farmington High School 2005 — 2009
High School Diploma
Sam Conte's Capstone Partners LLC Experience 2010 - 2010
Job Associate at Great Hill Partners
Industry Venture Capital & Private Equity
Experience
Great Hill Partners 2014 - Present
Berenson & Company July 2011 - June 2014
Capstone Partners LLC 2010 - 2010
Skills
Financial Modeling, Valuation, Microsoft Excel, Investment Banking, PowerPoint
Education
University of Pennsylvania 2007 — 2010
Bachelor of Arts (B.A.), Economics
Phillips Academy Andover 2004 — 2007
Great Hill Partners 2014 - Present
Berenson & Company July 2011 - June 2014
Capstone Partners LLC 2010 - 2010
Skills
Financial Modeling, Valuation, Microsoft Excel, Investment Banking, PowerPoint
Education
University of Pennsylvania 2007 — 2010
Bachelor of Arts (B.A.), Economics
Phillips Academy Andover 2004 — 2007
Kyle Larrow's Capstone Partners LLC Experience May 2012 - August 2012
Job Inside Sales Manager at Digital Lumens
Industry Marketing and Advertising
Experience
Digital Lumens September 2014 - Present
Digital Lumens January 2013 - August 2014
College Promo July 2011 - 2013
Capstone Partners LLC May 2012 - August 2012
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Private Equity, Due Diligence, Venture Capital, Mergers & Acquisitions, Microsoft Excel, Economics, Stata, Business Strategy, Market Research, Microsoft Office, Business Development, R
Education
Harvard University 2009 — 2013
Bachelor's Degree, Economics
Boston College High School 2005 — 2009
Digital Lumens September 2014 - Present
Digital Lumens January 2013 - August 2014
College Promo July 2011 - 2013
Capstone Partners LLC May 2012 - August 2012
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Private Equity, Due Diligence, Venture Capital, Mergers & Acquisitions, Microsoft Excel, Economics, Stata, Business Strategy, Market Research, Microsoft Office, Business Development, R
Education
Harvard University 2009 — 2013
Bachelor's Degree, Economics
Boston College High School 2005 — 2009
Ted Polk Ted Polk's Capstone Partners LLC Experience October 2010 - Present
Job Managing Director, Head of Central Region at Capstone Partners LLC
Industry Financial Services
Experience
Capstone Partners LLC October 2010 - Present
Morgan Stanley Smith Barney June 2009 - February 2011
Citi Capital Strategies (Citigroup) February 2001 - May 2009
The Geneva Companies March 1994 - January 2001
Valuemetrics September 1991 - February 1994
The Bank of New York September 1985 - August 1989
Skills
Capital Raising, Banking, Private Equity, Valuation, Mergers, Deal Sourcing, Venture Capital, Mergers & Acquisitions, Capital Markets, LBO, Corporate Development, Due Diligence, Financial Modeling, Equities, Corporate Finance, Investments, Equity Research, Leveraged Finance, Private Placements, Hedge Funds, M&A experience
Education
The University of Chicago 1989 — 1991
MBA, Finance
Georgetown University - The McDonough School of Business 1981 — 1985
BSBA, Finance
Capstone Partners LLC October 2010 - Present
Morgan Stanley Smith Barney June 2009 - February 2011
Citi Capital Strategies (Citigroup) February 2001 - May 2009
The Geneva Companies March 1994 - January 2001
Valuemetrics September 1991 - February 1994
The Bank of New York September 1985 - August 1989
Skills
Capital Raising, Banking, Private Equity, Valuation, Mergers, Deal Sourcing, Venture Capital, Mergers & Acquisitions, Capital Markets, LBO, Corporate Development, Due Diligence, Financial Modeling, Equities, Corporate Finance, Investments, Equity Research, Leveraged Finance, Private Placements, Hedge Funds, M&A experience
Education
The University of Chicago 1989 — 1991
MBA, Finance
Georgetown University - The McDonough School of Business 1981 — 1985
BSBA, Finance
Alex Arrigo's Capstone Partners LLC Experience 2013 - 2013
Job Client Manager at MindSumo
Industry Information Technology and Services
Experience
Minds Matter of San Francisco 2015 - Present
MindSumo November 2013 - Present
Capstone Partners LLC 2013 - 2013
Bowen Advisors 2011 - 2012
Skills
T.C.O.B, Open Innovation, Business Development, Marketing
Education
Boston University
Finance & Marketing
Imperial College London
Finance
Minds Matter of San Francisco 2015 - Present
MindSumo November 2013 - Present
Capstone Partners LLC 2013 - 2013
Bowen Advisors 2011 - 2012
Skills
T.C.O.B, Open Innovation, Business Development, Marketing
Education
Boston University
Finance & Marketing
Imperial College London
Finance
Gary S. Cheng Gary S. Cheng's Capstone Partners LLC Experience June 2011 - August 2011
Job Associate at The Dartmouth Company
Industry Real Estate
Experience
HedgeServ June 2015 - Present
The Dartmouth Company June 2013 - May 2015
T.J. & Sons May 2010 - May 2013
Commerce One Financial June 2012 - August 2012
Capstone Partners LLC June 2011 - August 2011
MarketCounsel January 2011 - May 2011
Skills
Financial Modeling, Investment Banking, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
BS, Finance
HedgeServ June 2015 - Present
The Dartmouth Company June 2013 - May 2015
T.J. & Sons May 2010 - May 2013
Commerce One Financial June 2012 - August 2012
Capstone Partners LLC June 2011 - August 2011
MarketCounsel January 2011 - May 2011
Skills
Financial Modeling, Investment Banking, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
BS, Finance
John Ferrara's Capstone Partners LLC Experience January 2002 - Present
Job Founder & President, Capstone Partners LLC
Industry Investment Banking
Experience
Capstone Partners LLC January 2002 - Present
Arthur Andersen LLP January 1996 - January 2002
Skills
Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Restructuring, Private Placements, Business Valuation, Venture Capital, Private Equity, Corporate Development, Due Diligence, M&A experience, Entrepreneurship, Investments, Mergers, Business Strategy, Management Consulting, Strategy, Financial Analysis
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Entrepreneurial Studies, Finance, Strategy
London School of Economics and Political Science 1992 — 1993
MBA Studies, Global Economics
Wesleyan University 1984 — 1988
BA, Philosophy, Religion, Government
Capstone Partners LLC January 2002 - Present
Arthur Andersen LLP January 1996 - January 2002
Skills
Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Restructuring, Private Placements, Business Valuation, Venture Capital, Private Equity, Corporate Development, Due Diligence, M&A experience, Entrepreneurship, Investments, Mergers, Business Strategy, Management Consulting, Strategy, Financial Analysis
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Entrepreneurial Studies, Finance, Strategy
London School of Economics and Political Science 1992 — 1993
MBA Studies, Global Economics
Wesleyan University 1984 — 1988
BA, Philosophy, Religion, Government
Matt Border, MBA's Capstone Partners LLC Experience September 2008 - November 2008
Job Business Support Associate at The Baupost Group
Industry Financial Services
Experience
The Baupost Group March 2015 - Present
Fidelity Investments October 2013 - February 2015
Fidelity Investments July 2013 - October 2013
Fidelity Investments April 2011 - July 2013
Fidelity Investments July 2009 - April 2011
Sonus Networks October 2007 - March 2009
Capstone Partners LLC September 2008 - November 2008
Champlain Cable Corporation May 2007 - August 2007
Skills
RTC, UML, Agile & Waterfall..., Requirements Gathering, Requirements Analysis, SQL, Documentation, SDLC, Visio, Quality Center, SharePoint, Systems Analysis, SoapUI
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2013
MBA, Information Technology
Bentley University 2005 — 2009
Bachelors, Economics-Finance
The Baupost Group March 2015 - Present
Fidelity Investments October 2013 - February 2015
Fidelity Investments July 2013 - October 2013
Fidelity Investments April 2011 - July 2013
Fidelity Investments July 2009 - April 2011
Sonus Networks October 2007 - March 2009
Capstone Partners LLC September 2008 - November 2008
Champlain Cable Corporation May 2007 - August 2007
Skills
RTC, UML, Agile & Waterfall..., Requirements Gathering, Requirements Analysis, SQL, Documentation, SDLC, Visio, Quality Center, SharePoint, Systems Analysis, SoapUI
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2013
MBA, Information Technology
Bentley University 2005 — 2009
Bachelors, Economics-Finance
Raymond Wiacek's Capstone Partners LLC Experience June 2015 - Present
Job Investment Banking Analyst at Capstone Partners LLC
Industry Investment Banking
Experience
Capstone Partners LLC June 2015 - Present
Concord Partners April 2014 - April 2015
RBS Citizens June 2014 - August 2014
Shields & Company January 2013 - May 2014
Keefe, Bruyette & Woods June 2013 - August 2013
Atlas Advanced Pyrotechnics, Inc. May 2013 - August 2013
Skills
Bloomberg, Investments, Portfolio Management, Trading, Economics, Financial Analysis, Photoshop, Microsoft Office, Valuation, Equities, Investment Banking, Equity Research, Capital Markets, Financial Modeling, Public Speaking, Mergers, Research
Education
Bentley University 2012 — 2015
Finance
Bryant University 2011 — 2012
Finance
Avon Old Farms 2007 — 2011
Capstone Partners LLC June 2015 - Present
Concord Partners April 2014 - April 2015
RBS Citizens June 2014 - August 2014
Shields & Company January 2013 - May 2014
Keefe, Bruyette & Woods June 2013 - August 2013
Atlas Advanced Pyrotechnics, Inc. May 2013 - August 2013
Skills
Bloomberg, Investments, Portfolio Management, Trading, Economics, Financial Analysis, Photoshop, Microsoft Office, Valuation, Equities, Investment Banking, Equity Research, Capital Markets, Financial Modeling, Public Speaking, Mergers, Research
Education
Bentley University 2012 — 2015
Finance
Bryant University 2011 — 2012
Finance
Avon Old Farms 2007 — 2011
David Michaels's Capstone Partners LLC Experience July 2012 - Present
Job Managing Director & Head of Technology at Capstone Partners LLC
Industry Investment Banking
Experience
Capstone Partners LLC July 2012 - Present
SagePoint Advisors LLC June 2008 - July 2012
Montgomery July 1994 - April 2008
Bankers Trust March 1990 - August 1992
General Dynamics June 1988 - March 1990
Skills
Venture Capital, Corporate Development, Private Equity, Mergers, Investment Banking, Valuation, Capital Raising, Private Placements, Due Diligence, Corporate Finance, Financial Modeling, Start-ups, Investments, Equities, M&A experience, Business Strategy, Capital Markets, Restructuring, Hedge Funds, Financial Analysis, Strategic Partnerships, Strategy, Entrepreneurship, Mergers & Acquisitions, Management Consulting, Business Development, Business Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA
University of Michigan 1984 — 1988
BSME, Mechanical Engineering
Capstone Partners LLC July 2012 - Present
SagePoint Advisors LLC June 2008 - July 2012
Montgomery July 1994 - April 2008
Bankers Trust March 1990 - August 1992
General Dynamics June 1988 - March 1990
Skills
Venture Capital, Corporate Development, Private Equity, Mergers, Investment Banking, Valuation, Capital Raising, Private Placements, Due Diligence, Corporate Finance, Financial Modeling, Start-ups, Investments, Equities, M&A experience, Business Strategy, Capital Markets, Restructuring, Hedge Funds, Financial Analysis, Strategic Partnerships, Strategy, Entrepreneurship, Mergers & Acquisitions, Management Consulting, Business Development, Business Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA
University of Michigan 1984 — 1988
BSME, Mechanical Engineering
Pete Simpson's Capstone Partners LLC Experience January 2004 - March 2004
Job Assistant Director Klingenstein Center
Industry Higher Education
Experience
Klingenstein Center at Columbia University's Teachers College June 2012 - Present
Journeys School of Teton Science Schools August 2007 - June 2011
Park School August 2006 - June 2007
Enterprise Rent-A-Car August 2005 - July 2006
PALS Children's Chorus September 2005 - June 2006
Eastern Yacht Club June 1999 - September 2005
Capstone Partners LLC January 2004 - March 2004
Camp Agawam June 2002 - August 2002
Skills
Teaching, Curriculum Design, Curriculum Development, Non-profits, Public Speaking, Community Outreach, Admissions, Research, Fundraising, Editing, Tutoring, Sales, Sales Management, Educational Leadership, Higher Education, Social Media Marketing, Private Schools, Program Coordination, Student Affairs, Nonprofits, Program Development, Classroom, Leadership, Staff Development, Grant Writing, Student Counseling, Educational Technology, International Education, Instructional Design, Teacher Training
Education
Columbia University Teachers College 2011 — 2012
M.A., Private School Leadership
Dartmouth College 2001 — 2005
B.A., Sociology
Roxbury Latin School 1997 — 2001
Klingenstein Center at Columbia University's Teachers College June 2012 - Present
Journeys School of Teton Science Schools August 2007 - June 2011
Park School August 2006 - June 2007
Enterprise Rent-A-Car August 2005 - July 2006
PALS Children's Chorus September 2005 - June 2006
Eastern Yacht Club June 1999 - September 2005
Capstone Partners LLC January 2004 - March 2004
Camp Agawam June 2002 - August 2002
Skills
Teaching, Curriculum Design, Curriculum Development, Non-profits, Public Speaking, Community Outreach, Admissions, Research, Fundraising, Editing, Tutoring, Sales, Sales Management, Educational Leadership, Higher Education, Social Media Marketing, Private Schools, Program Coordination, Student Affairs, Nonprofits, Program Development, Classroom, Leadership, Staff Development, Grant Writing, Student Counseling, Educational Technology, International Education, Instructional Design, Teacher Training
Education
Columbia University Teachers College 2011 — 2012
M.A., Private School Leadership
Dartmouth College 2001 — 2005
B.A., Sociology
Roxbury Latin School 1997 — 2001
Jim Calandra's Capstone Partners LLC Experience September 2015 - Present
Job Managing Director at CRS Capstone Partners LLC
Industry Management Consulting
Experience
Capstone Partners LLC September 2015 - Present
Rivier University August 2013 - Present
Birch Hill Partners December 2009 - September 2015
Gamma Medica, Inc. June 2011 - June 2015
Argus Management Corporation August 2002 - December 2009
Webley Systems September 2000 - August 2002
Ernst & Young January 1993 - September 2000
Skills
Corporate Strategy..., Capital Raising, Strategic Planning, Start-ups, Management, Mergers & Acquisitions, Management Consulting, Managerial Finance, Financial Analysis, Business Process..., Due Diligence, Mergers, Restructuring, Financial Reporting, Cash Flow, Accounting, Forecasting, Financial Management, Budgeting, Change Management
Education
Bentley University McCallum Graduate School of Business 2011 — 2013
Master of Science (MS), Accountancy
Bentley University 1990 — 1992
Bachelor of Science (B.S.), Accountancy
Merrimack College 1988 — 1990
Associate, Business Administration
Capstone Partners LLC September 2015 - Present
Rivier University August 2013 - Present
Birch Hill Partners December 2009 - September 2015
Gamma Medica, Inc. June 2011 - June 2015
Argus Management Corporation August 2002 - December 2009
Webley Systems September 2000 - August 2002
Ernst & Young January 1993 - September 2000
Skills
Corporate Strategy..., Capital Raising, Strategic Planning, Start-ups, Management, Mergers & Acquisitions, Management Consulting, Managerial Finance, Financial Analysis, Business Process..., Due Diligence, Mergers, Restructuring, Financial Reporting, Cash Flow, Accounting, Forecasting, Financial Management, Budgeting, Change Management
Education
Bentley University McCallum Graduate School of Business 2011 — 2013
Master of Science (MS), Accountancy
Bentley University 1990 — 1992
Bachelor of Science (B.S.), Accountancy
Merrimack College 1988 — 1990
Associate, Business Administration
David Bench's Capstone Partners LLC Experience October 2010 - Present
Job Managing Director at Capstone Partners LLC
Industry Investment Banking
Experience
Capstone Partners LLC October 2010 - Present
Morgan Stanley Smith Barney, Capital Strategies Group June 2009 - September 2010
Citi Capital Strategies 2001 - June 2009
Skills
Financial Modeling, Valuation, Private Equity, Business Valuation, Investment Banking, Mergers, Equities, Venture Capital, Financial Analysis, Corporate Finance, Due Diligence, Capital Markets, Corporate Development, Start-ups, Mergers & Acquisitions, M&A experience, Business Development, Hedge Funds, Restructuring
Education
Brigham Young University 1985 — 1986
MBA, Finance
Capstone Partners LLC October 2010 - Present
Morgan Stanley Smith Barney, Capital Strategies Group June 2009 - September 2010
Citi Capital Strategies 2001 - June 2009
Skills
Financial Modeling, Valuation, Private Equity, Business Valuation, Investment Banking, Mergers, Equities, Venture Capital, Financial Analysis, Corporate Finance, Due Diligence, Capital Markets, Corporate Development, Start-ups, Mergers & Acquisitions, M&A experience, Business Development, Hedge Funds, Restructuring
Education
Brigham Young University 1985 — 1986
MBA, Finance
Daniel Mozer's Capstone Partners LLC Experience March 2012 - June 2015
Job Associate at PNC Mezzanine Capital
Industry Venture Capital & Private Equity
Experience
PNC Mezzanine Capital July 2015 - Present
Capstone Partners LLC March 2012 - June 2015
S & H Representatives September 2010 - February 2012
Spare Backup April 2009 - September 2009
Capstone Partners LLC June 2008 - August 2008
Pioneer Investments May 2007 - August 2007
Skills
Financial Modeling, Capital IQ, Bloomberg Terminal, Financial Analysis, Equities, Financial Statement..., Corporate Finance, Market Research, Microsoft Excel, Valuation, Finance, Investment Banking
Education
Seton Hall University 2005 — 2009
B.S., Finance, Marketing
PNC Mezzanine Capital July 2015 - Present
Capstone Partners LLC March 2012 - June 2015
S & H Representatives September 2010 - February 2012
Spare Backup April 2009 - September 2009
Capstone Partners LLC June 2008 - August 2008
Pioneer Investments May 2007 - August 2007
Skills
Financial Modeling, Capital IQ, Bloomberg Terminal, Financial Analysis, Equities, Financial Statement..., Corporate Finance, Market Research, Microsoft Excel, Valuation, Finance, Investment Banking
Education
Seton Hall University 2005 — 2009
B.S., Finance, Marketing
Marten Sjoquist's Capstone Partners LLC Experience September 2010 - December 2010
Job Associate at Monomoy Capital Partners
Industry Venture Capital & Private Equity
Experience
Monomoy Capital Partners September 2014 - Present
Harris Williams & Co. June 2012 - July 2014
PwC June 2011 - August 2011
Capstone Partners LLC September 2010 - December 2010
INO Therapeutics June 2010 - August 2010
ICAP June 2010 - June 2010
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance, Corporate Reporting & Analysis, Economics
Univerzita Karlova v Praze 2011 — 2011
Monomoy Capital Partners September 2014 - Present
Harris Williams & Co. June 2012 - July 2014
PwC June 2011 - August 2011
Capstone Partners LLC September 2010 - December 2010
INO Therapeutics June 2010 - August 2010
ICAP June 2010 - June 2010
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance, Corporate Reporting & Analysis, Economics
Univerzita Karlova v Praze 2011 — 2011
Doug Kenerson's Capstone Partners LLC Experience June 2013 - August 2013
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Credo Ventures January 2015 - April 2015
Stifel Financial Corp. June 2014 - August 2014
datamolino December 2013 - January 2014
Capstone Partners LLC June 2013 - August 2013
Consilium Partners June 2012 - August 2012
Language International 2011 - 2011
Community Phonebook Company 2010 - 2010
Skills
Valuation, Bloomberg, Private Equity, Investment Banking, Equity Research, Bloomberg Terminal, Capital Markets, Social Media
Education
Middlebury College 2010 — 2014
Economics
Charles University in Prague 2013 — 2013
Spring Semester Abroad
Manchester Essex Regional High School 2006 — 2010
High School Diploma
Credo Ventures January 2015 - April 2015
Stifel Financial Corp. June 2014 - August 2014
datamolino December 2013 - January 2014
Capstone Partners LLC June 2013 - August 2013
Consilium Partners June 2012 - August 2012
Language International 2011 - 2011
Community Phonebook Company 2010 - 2010
Skills
Valuation, Bloomberg, Private Equity, Investment Banking, Equity Research, Bloomberg Terminal, Capital Markets, Social Media
Education
Middlebury College 2010 — 2014
Economics
Charles University in Prague 2013 — 2013
Spring Semester Abroad
Manchester Essex Regional High School 2006 — 2010
High School Diploma
Garrett MacDonald's Capstone Partners LLC Experience January 2011 - April 2011
Job Analyst at HIMCO
Industry Investment Management
Experience
Hartford Investment Management July 2013 - Present
Fidelity Investments June 2012 - August 2012
Shields & Company August 2011 - December 2011
Sawaya Segalas May 2011 - August 2011
Capstone Partners LLC January 2011 - April 2011
Skills
Investments, Financial Analysis, Asset Management, Bloomberg, Financial Modeling, Equities, Bloomberg Terminal, Equity Research, Investment Banking, Valuation, Structured Products, Portfolio Management, Credit Derivatives, Capital Markets, Economics, ABS, Hedging, Hedge Funds, Fixed Income
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance
Hartford Investment Management July 2013 - Present
Fidelity Investments June 2012 - August 2012
Shields & Company August 2011 - December 2011
Sawaya Segalas May 2011 - August 2011
Capstone Partners LLC January 2011 - April 2011
Skills
Investments, Financial Analysis, Asset Management, Bloomberg, Financial Modeling, Equities, Bloomberg Terminal, Equity Research, Investment Banking, Valuation, Structured Products, Portfolio Management, Credit Derivatives, Capital Markets, Economics, ABS, Hedging, Hedge Funds, Fixed Income
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance
Daniel Kenerson's Capstone Partners LLC Experience June 2011 - August 2011
Job Junior Analyst at Discovery Capital Management
Industry Capital Markets
Experience
Discovery Capital Management July 2013 - Present
Discovery Capital Management June 2012 - August 2012
Capstone Partners LLC June 2011 - August 2011
Capstone Partners LLC June 2010 - August 2010
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.)
University of New South Wales 2012 — 2012
Milton Academy 2007 — 2009
Manchester Essex Regional High School 2005 — 2007
Discovery Capital Management July 2013 - Present
Discovery Capital Management June 2012 - August 2012
Capstone Partners LLC June 2011 - August 2011
Capstone Partners LLC June 2010 - August 2010
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.)
University of New South Wales 2012 — 2012
Milton Academy 2007 — 2009
Manchester Essex Regional High School 2005 — 2007
Kunal Sachdev's Capstone Partners LLC Experience December 2011 - January 2012
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2015 - Present
Oppenheimer & Co. July 2013 - September 2015
Nassau Energy Consulting December 2012 - July 2013
Oppenheimer & Co. June 2012 - August 2012
Capstone Partners LLC December 2011 - January 2012
MR Valuation Consulting, LLC October 2011 - December 2011
Merrill Lynch February 2011 - October 2011
Skills
Bloomberg Terminal, Financial Modeling, Investment Banking, Equities, Management, Restructuring, Fixed Income, Bloomberg, Valuation, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Finance with Minor in Economics
Houlihan Lokey September 2015 - Present
Oppenheimer & Co. July 2013 - September 2015
Nassau Energy Consulting December 2012 - July 2013
Oppenheimer & Co. June 2012 - August 2012
Capstone Partners LLC December 2011 - January 2012
MR Valuation Consulting, LLC October 2011 - December 2011
Merrill Lynch February 2011 - October 2011
Skills
Bloomberg Terminal, Financial Modeling, Investment Banking, Equities, Management, Restructuring, Fixed Income, Bloomberg, Valuation, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Finance with Minor in Economics
Michael Ting's Capstone Partners LLC Experience June 2011 - August 2011
Job Investor Relations at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group May 2014 - Present
Offit Capital Advisors June 2012 - May 2014
Morgen, Evan & Company August 2011 - May 2012
Capstone Partners LLC June 2011 - August 2011
UBS June 2010 - August 2010
New York University February 2009 - May 2010
Bank of East Asia July 2007 - August 2007
Education
New York University 2008 — 2012
BA, Economics
East China Normal University 2010 — 2010
Mandarin Chinese
Bronx High School of Science 2004 — 2008
H.S. Diploma
The Carlyle Group May 2014 - Present
Offit Capital Advisors June 2012 - May 2014
Morgen, Evan & Company August 2011 - May 2012
Capstone Partners LLC June 2011 - August 2011
UBS June 2010 - August 2010
New York University February 2009 - May 2010
Bank of East Asia July 2007 - August 2007
Education
New York University 2008 — 2012
BA, Economics
East China Normal University 2010 — 2010
Mandarin Chinese
Bronx High School of Science 2004 — 2008
H.S. Diploma
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial