Edgeview Partners
Description
Located in: Hines Charlotte PlazaAddress: 201 S College St, Charlotte, NC 28244 Phone: (704) 602-3900: Hours: : : Category: : Website: : : Place name: Website: http://www.edgeviewpartners.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Edgeview Partners Posting publicly on the Web Write a review Reviews Be the first to review
Edgeview Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edgeview Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Edgeview Partners Employees
Employee
Years
Job
Industry
Sagar Rathie Sagar Rathie's Edgeview Partners Experience May 2012 - August 2012
Job Investment Banking Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2013 - Present
The Kenan-Flagler Private Equity Fund December 2011 - May 2013
Edgeview Partners May 2012 - August 2012
GlaxoSmithKline December 2010 - July 2011
GlaxoSmithKline July 2010 - December 2010
GlaxoSmithKline July 2009 - July 2010
GlaxoSmithKline July 2008 - July 2009
Tissue Engineering Systems Laboratory (TESLa) – UNC Dept. of Biomedical Engineering January 2007 - May 2008
Department of Abdominal Transplant Surgery – UNC School of Medicine January 2006 - May 2008
GlaxoSmithKline May 2007 - December 2007
Skills
Investment Banking, Enterprise Valuation, Financial Modeling, Strategy Development, Pharmaceuticals, Leadership, Risk Management, Six Sigma, Strategic Sourcing, Capital IQ, Corporate Advisory, Private Equity, Strategy, R&D, Business Strategy, Entrepreneurship, Due Diligence, Pharmaceutical Industry, Procurement, Venture Capital, Product Development, Mergers & Acquisitions, Business Process..., Strategic Planning, Start-ups, Business Development, Data Analysis, Analysis, Financial Analysis, Management, Corporate Finance, Cross-functional Team..., Operations Management, Finance, Negotiation, Medical Devices, Valuation, Competitive Analysis, Management Consulting, Analytics, Market Analysis, Market Research, Strategic Consulting, Forecasting, Portfolio Management, Business Planning, Manufacturing, Consulting, Business Analysis, Sourcing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
Duke University 2010 — 2012
MS, Engineering Management / Concentration in Supply Chain and Biotechnology
University of North Carolina at Chapel Hill 2004 — 2008
BS, Biomedical Engineering
Piper Jaffray June 2013 - Present
The Kenan-Flagler Private Equity Fund December 2011 - May 2013
Edgeview Partners May 2012 - August 2012
GlaxoSmithKline December 2010 - July 2011
GlaxoSmithKline July 2010 - December 2010
GlaxoSmithKline July 2009 - July 2010
GlaxoSmithKline July 2008 - July 2009
Tissue Engineering Systems Laboratory (TESLa) – UNC Dept. of Biomedical Engineering January 2007 - May 2008
Department of Abdominal Transplant Surgery – UNC School of Medicine January 2006 - May 2008
GlaxoSmithKline May 2007 - December 2007
Skills
Investment Banking, Enterprise Valuation, Financial Modeling, Strategy Development, Pharmaceuticals, Leadership, Risk Management, Six Sigma, Strategic Sourcing, Capital IQ, Corporate Advisory, Private Equity, Strategy, R&D, Business Strategy, Entrepreneurship, Due Diligence, Pharmaceutical Industry, Procurement, Venture Capital, Product Development, Mergers & Acquisitions, Business Process..., Strategic Planning, Start-ups, Business Development, Data Analysis, Analysis, Financial Analysis, Management, Corporate Finance, Cross-functional Team..., Operations Management, Finance, Negotiation, Medical Devices, Valuation, Competitive Analysis, Management Consulting, Analytics, Market Analysis, Market Research, Strategic Consulting, Forecasting, Portfolio Management, Business Planning, Manufacturing, Consulting, Business Analysis, Sourcing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
Duke University 2010 — 2012
MS, Engineering Management / Concentration in Supply Chain and Biotechnology
University of North Carolina at Chapel Hill 2004 — 2008
BS, Biomedical Engineering
Jacob Bieze Jacob Bieze's Edgeview Partners Experience June 2013 - June 2015
Job Associate at Saw Mill Capital
Industry Venture Capital & Private Equity
Experience
Saw Mill Capital July 2015 - Present
Edgeview Partners June 2013 - June 2015
Duke University August 2009 - February 2013
Kleinheinz Capital Partners June 2012 - August 2012
Duke University Athletics Association February 2010 - April 2010
Skills
Mergers & Acquisitions
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Jesuit High School 2005 — 2009
Saw Mill Capital July 2015 - Present
Edgeview Partners June 2013 - June 2015
Duke University August 2009 - February 2013
Kleinheinz Capital Partners June 2012 - August 2012
Duke University Athletics Association February 2010 - April 2010
Skills
Mergers & Acquisitions
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Jesuit High School 2005 — 2009
Victor Vulovic Victor Vulovic's Edgeview Partners Experience May 2007 - May 2007
Job Entrepreneur & Coach
Industry Professional Training & Coaching
Experience
Humanify October 2012 - Present
Startup Basecamp April 2013 - June 2014
AMIkids December 2011 - October 2012
ThinkImpact June 2011 - August 2011
Mirador Advisors LLC May 2010 - August 2010
Milwaukee Electric Tool October 2009 - December 2009
Delta Tau Delta Fraternity October 2008 - August 2009
Edgeview Partners May 2007 - May 2007
Skills
Social Media, Leadership, Public Speaking, Management, Entrepreneurship, Start-ups, Spanish, Social Media Marketing, Event Planning, Nonprofits, PowerPoint, Time Management, Microsoft Word, Fundraising, Program Management, Non-profits, QuickBooks, Teaching, Strategic Planning, Coaching
Education
The University of Georgia 2007 — 2011
Bachelors in Business Administration, B.B.A.: Finance; Minor: Spanish
Humanify October 2012 - Present
Startup Basecamp April 2013 - June 2014
AMIkids December 2011 - October 2012
ThinkImpact June 2011 - August 2011
Mirador Advisors LLC May 2010 - August 2010
Milwaukee Electric Tool October 2009 - December 2009
Delta Tau Delta Fraternity October 2008 - August 2009
Edgeview Partners May 2007 - May 2007
Skills
Social Media, Leadership, Public Speaking, Management, Entrepreneurship, Start-ups, Spanish, Social Media Marketing, Event Planning, Nonprofits, PowerPoint, Time Management, Microsoft Word, Fundraising, Program Management, Non-profits, QuickBooks, Teaching, Strategic Planning, Coaching
Education
The University of Georgia 2007 — 2011
Bachelors in Business Administration, B.B.A.: Finance; Minor: Spanish
Will Cameron's Edgeview Partners Experience 2006 - 2008
Job 1st Lieutenant in the United States Marine Corps
Industry Military
Experience
United States Marine Corps December 2011 - Present
Long Point Capital January 2009 - June 2011
Edgeview Partners 2006 - 2008
Skills
Financial Modeling, Due Diligence, Venture Capital, Private Equity, Corporate Finance, Financial Analysis, Valuation, Investments, Investment Banking, Mergers & Acquisitions, Finance, Business Development
Education
University of North Carolina at Chapel Hill 2003 — 2007
BSBA, Finance
United States Marine Corps December 2011 - Present
Long Point Capital January 2009 - June 2011
Edgeview Partners 2006 - 2008
Skills
Financial Modeling, Due Diligence, Venture Capital, Private Equity, Corporate Finance, Financial Analysis, Valuation, Investments, Investment Banking, Mergers & Acquisitions, Finance, Business Development
Education
University of North Carolina at Chapel Hill 2003 — 2007
BSBA, Finance
Thomas Ferguson's Edgeview Partners Experience June 2012 - November 2013
Job Associate Consultant at Reagan Consulting
Industry Investment Banking
Experience
Reagan Consulting January 2014 - Present
Edgeview Partners June 2012 - November 2013
Edgeview Partners May 2011 - August 2011
Skills
Financial Modeling, Investment Banking, LBO, Strategy, Mergers & Acquisitions, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science in Business Administration, Entrepreneurship
Reagan Consulting January 2014 - Present
Edgeview Partners June 2012 - November 2013
Edgeview Partners May 2011 - August 2011
Skills
Financial Modeling, Investment Banking, LBO, Strategy, Mergers & Acquisitions, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science in Business Administration, Entrepreneurship
Amy Steadman's Edgeview Partners Experience June 2006 - June 2008
Job Senior Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group June 2013 - Present
US Treasury June 2012 - August 2012
The Carlyle Group 2008 - 2011
Edgeview Partners June 2006 - June 2008
Skills
Financial Modeling, Private Equity, Corporate Finance, Valuation, Financial Analysis, Corporate Development, Due Diligence, Investment Banking, Emerging Markets, Venture Capital, LBO, Leveraged Finance, Business Valuation, Equity Research, M
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA), Finance, General
UNC Chapel Hill 2002 — 2006
Economics
The Carlyle Group June 2013 - Present
US Treasury June 2012 - August 2012
The Carlyle Group 2008 - 2011
Edgeview Partners June 2006 - June 2008
Skills
Financial Modeling, Private Equity, Corporate Finance, Valuation, Financial Analysis, Corporate Development, Due Diligence, Investment Banking, Emerging Markets, Venture Capital, LBO, Leveraged Finance, Business Valuation, Equity Research, M
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA), Finance, General
UNC Chapel Hill 2002 — 2006
Economics
John Pollock John Pollock's Edgeview Partners Experience 2006 - 2010
Job Managing Director at Fifth Third Bank
Industry Investment Banking
Experience
Fifth Third Bank May 2014 - Present
Duff & Phelps October 2012 - April 2014
Fidus Partners April 2010 - September 2011
Edgeview Partners 2006 - 2010
Wachovia, A Wells Fargo Company 1998 - 2006
Bowles Hollowell Conner & Co. 1992 - 1998
Skills
Mergers, Valuation, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, Financial Modeling, Investments, Business Valuation, Financial Structuring, Financial Analysis, Equities
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Finance
Hampden-Sydney College 1983 — 1987
Bachelor of Arts (BA), English
Maury High School 1980 — 1983
Fifth Third Bank May 2014 - Present
Duff & Phelps October 2012 - April 2014
Fidus Partners April 2010 - September 2011
Edgeview Partners 2006 - 2010
Wachovia, A Wells Fargo Company 1998 - 2006
Bowles Hollowell Conner & Co. 1992 - 1998
Skills
Mergers, Valuation, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, Financial Modeling, Investments, Business Valuation, Financial Structuring, Financial Analysis, Equities
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Finance
Hampden-Sydney College 1983 — 1987
Bachelor of Arts (BA), English
Maury High School 1980 — 1983
Jack Parks Jack Parks's Edgeview Partners Experience June 2012 - June 2014
Job Associate at The Halifax Group
Industry Venture Capital & Private Equity
Experience
The Halifax Group June 2014 - Present
Edgeview Partners June 2012 - June 2014
Edgeview Partners June 2011 - August 2011
Skills
Bloomberg Essentials..., Excel, Finance, Microsoft Office, PowerPoint, Business Strategy, Strategic Planning, Analysis, Risk Management, Research, Microsoft Word, Accounting, Leadership, Business Development, Economics, Market Research, Data Analysis
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science, Business Administration, Finance
Copenhagen Business School 2010 — 2010
Broughton 2004 — 2008
The Halifax Group June 2014 - Present
Edgeview Partners June 2012 - June 2014
Edgeview Partners June 2011 - August 2011
Skills
Bloomberg Essentials..., Excel, Finance, Microsoft Office, PowerPoint, Business Strategy, Strategic Planning, Analysis, Risk Management, Research, Microsoft Word, Accounting, Leadership, Business Development, Economics, Market Research, Data Analysis
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science, Business Administration, Finance
Copenhagen Business School 2010 — 2010
Broughton 2004 — 2008
Philip Meador Philip Meador's Edgeview Partners Experience 2005 - 2007
Job Practice Director at University of South Alabama, Mitchell Cancer Institute
Industry Hospital & Health Care
Experience
University of South Alabama, Mitchell Cancer Institute August 2015 - Present
Huron Consulting Group August 2014 - August 2015
Emory Healthcare June 2012 - August 2014
Emory Healthcare May 2011 - August 2011
Roark Capital July 2007 - April 2010
Edgeview Partners 2005 - 2007
Skills
Healthcare, Healthcare Management, Public Speaking, Hospitals, Strategic Planning, Data Analysis, Healthcare Information..., Clinical Research, Leadership, Microsoft Office, Process Improvement, PowerPoint, Healthcare Consulting, Research, Microsoft Excel, EMR, Project Management, Operations Management, HIPAA, EHR, Public Health, Managed Care, Medicare, Healthcare Industry
Education
University of Alabama at Birmingham 2010 — 2013
MHA, Health Administration
The Citadel 2001 — 2005
Bachelor of Science (BS), Business Administration Accounting Concentration, Summa Cum Laude
University of South Alabama, Mitchell Cancer Institute August 2015 - Present
Huron Consulting Group August 2014 - August 2015
Emory Healthcare June 2012 - August 2014
Emory Healthcare May 2011 - August 2011
Roark Capital July 2007 - April 2010
Edgeview Partners 2005 - 2007
Skills
Healthcare, Healthcare Management, Public Speaking, Hospitals, Strategic Planning, Data Analysis, Healthcare Information..., Clinical Research, Leadership, Microsoft Office, Process Improvement, PowerPoint, Healthcare Consulting, Research, Microsoft Excel, EMR, Project Management, Operations Management, HIPAA, EHR, Public Health, Managed Care, Medicare, Healthcare Industry
Education
University of Alabama at Birmingham 2010 — 2013
MHA, Health Administration
The Citadel 2001 — 2005
Bachelor of Science (BS), Business Administration Accounting Concentration, Summa Cum Laude
Tyler Moses Tyler Moses's Edgeview Partners Experience May 2013 - August 2013
Job Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2014 - Present
Edgeview Partners May 2013 - August 2013
AREVA NP January 2009 - June 2012
INVISTA January 2007 - August 2008
Skills
Root Cause Analysis, AFT Fathom, Design Engineering, Team Leadership, Nuclear Power Plants, Financial Modeling, Valuation, Nuclear Engineering, Engineering, Nuclear, Energy, Process Engineering, Power Generation, Renewable Energy, Testing, Reactor, Project Engineering, Mechanical Engineering, Engineering Management, Financial Analysis, Management, Project Management, Due Diligence, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Corporate Finance
ESADE Business & Law School 2014 — 2014
University of South Carolina-Columbia 2004 — 2008
B.S., Chemical Engineering
Piper Jaffray July 2014 - Present
Edgeview Partners May 2013 - August 2013
AREVA NP January 2009 - June 2012
INVISTA January 2007 - August 2008
Skills
Root Cause Analysis, AFT Fathom, Design Engineering, Team Leadership, Nuclear Power Plants, Financial Modeling, Valuation, Nuclear Engineering, Engineering, Nuclear, Energy, Process Engineering, Power Generation, Renewable Energy, Testing, Reactor, Project Engineering, Mechanical Engineering, Engineering Management, Financial Analysis, Management, Project Management, Due Diligence, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Corporate Finance
ESADE Business & Law School 2014 — 2014
University of South Carolina-Columbia 2004 — 2008
B.S., Chemical Engineering
Frank Hapak Frank Hapak's Edgeview Partners Experience July 2012 - July 2014
Job Associate at Carousel Capital
Industry Venture Capital & Private Equity
Experience
Carousel Capital August 2014 - Present
Edgeview Partners July 2012 - July 2014
SunTrust Robinson Humphrey June 2011 - July 2012
SunTrust Robinson Humphrey May 2010 - August 2010
Education
Emory University 2007 — 2011
Emory University - Goizueta Business School 2007 — 2011
Park Tudor School 2003 — 2007
Carousel Capital August 2014 - Present
Edgeview Partners July 2012 - July 2014
SunTrust Robinson Humphrey June 2011 - July 2012
SunTrust Robinson Humphrey May 2010 - August 2010
Education
Emory University 2007 — 2011
Emory University - Goizueta Business School 2007 — 2011
Park Tudor School 2003 — 2007
Garrett Monda Garrett Monda's Edgeview Partners Experience 2006 - 2008
Job The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company July 2013 - Present
Censis Technologies, Inc. 2014 - Present
CorporateRewards 2014 - Present
BeneSys, Inc. 2014 - Present
Pamlico Capital 2008 - 2011
Edgeview Partners 2006 - 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Davidson College 2002 — 2006
Bachelor of Science (BS), Mathematics and Economics
Chagrin Falls High School 1998 — 2002
The Riverside Company July 2013 - Present
Censis Technologies, Inc. 2014 - Present
CorporateRewards 2014 - Present
BeneSys, Inc. 2014 - Present
Pamlico Capital 2008 - 2011
Edgeview Partners 2006 - 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Davidson College 2002 — 2006
Bachelor of Science (BS), Mathematics and Economics
Chagrin Falls High School 1998 — 2002
Coleman Hubbard's Edgeview Partners Experience June 2011 - July 2012
Job Analyst at Barrow, Hanley, Mewhinney & Strauss
Industry Investment Management
Experience
Barrow, Hanley, Mewhinney & Strauss September 2012 - Present
Edgeview Partners June 2011 - July 2012
Bank of America Merrill Lynch June 2009 - June 2011
Education
Davidson College 2005 — 2009
Economics
Woodberry Forest 2001 — 2005
Barrow, Hanley, Mewhinney & Strauss September 2012 - Present
Edgeview Partners June 2011 - July 2012
Bank of America Merrill Lynch June 2009 - June 2011
Education
Davidson College 2005 — 2009
Economics
Woodberry Forest 2001 — 2005
Adam Hyder Adam Hyder's Edgeview Partners Experience June 2011 - April 2012
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities April 2012 - March 2013
Edgeview Partners June 2011 - April 2012
KFBSF Real Estate Fund I, L.P. September 2010 - June 2011
BioMed Realty Trust June 2010 - August 2010
Wachovia Securities, LLC September 2006 - April 2009
Wachovia Securities, LLC July 2003 - July 2006
Skills
Mergers, LBO, Underwriting, Real Estate, Financial Modeling, Valuation, Due Diligence, Investment Banking, Financial Analysis, Capital Markets, Investments, Corporate Finance, Financial Structuring, Leveraged Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Concentrating in Real Estate
University of North Carolina at Chapel Hill 1999 — 2003
BSBA, Business (Concentrations in Finance and International Business)
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities April 2012 - March 2013
Edgeview Partners June 2011 - April 2012
KFBSF Real Estate Fund I, L.P. September 2010 - June 2011
BioMed Realty Trust June 2010 - August 2010
Wachovia Securities, LLC September 2006 - April 2009
Wachovia Securities, LLC July 2003 - July 2006
Skills
Mergers, LBO, Underwriting, Real Estate, Financial Modeling, Valuation, Due Diligence, Investment Banking, Financial Analysis, Capital Markets, Investments, Corporate Finance, Financial Structuring, Leveraged Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Concentrating in Real Estate
University of North Carolina at Chapel Hill 1999 — 2003
BSBA, Business (Concentrations in Finance and International Business)
Jason Hild Jason Hild's Edgeview Partners Experience April 2002 - July 2004
Job Chief Executive Officer at SmithCooper International
Industry Wholesale
Experience
Smith-Cooper International 2015 - Present
Davidson College January 2003 - Present
Smith-Cooper International December 2013 - March 2015
Dominus Capital October 2010 - December 2013
Taishin International Bank June 2009 - August 2009
Bruckmann, Rosser, Sherrill & Co. July 2006 - July 2008
Roadrunner Transportation Services September 2005 - July 2006
Thayer Capital Partners August 2004 - July 2006
Edgeview Partners April 2002 - July 2004
First Union Securities June 2001 - April 2002
Skills
Business Strategy, Strategic Planning, Business Development, Entrepreneurship, Start-ups, Fundraising, Private Equity, Financial Modeling, Mergers, Investments, Due Diligence, Valuation, Negotiation, Corporate Finance, Financial Analysis, Financial Accounting, Accounting, Investment Banking, Mergers & Acquisitions, Finance
Education
Stanford University Graduate School of Business 2008 — 2010
MBA, Business Administration
Davidson College 1997 — 2001
Bachelor of Arts (Cum Laude), Economics and Spanish
Smith-Cooper International 2015 - Present
Davidson College January 2003 - Present
Smith-Cooper International December 2013 - March 2015
Dominus Capital October 2010 - December 2013
Taishin International Bank June 2009 - August 2009
Bruckmann, Rosser, Sherrill & Co. July 2006 - July 2008
Roadrunner Transportation Services September 2005 - July 2006
Thayer Capital Partners August 2004 - July 2006
Edgeview Partners April 2002 - July 2004
First Union Securities June 2001 - April 2002
Skills
Business Strategy, Strategic Planning, Business Development, Entrepreneurship, Start-ups, Fundraising, Private Equity, Financial Modeling, Mergers, Investments, Due Diligence, Valuation, Negotiation, Corporate Finance, Financial Analysis, Financial Accounting, Accounting, Investment Banking, Mergers & Acquisitions, Finance
Education
Stanford University Graduate School of Business 2008 — 2010
MBA, Business Administration
Davidson College 1997 — 2001
Bachelor of Arts (Cum Laude), Economics and Spanish
Elizabeth Stewart's Edgeview Partners Experience June 2007 - January 2009
Job Vice President at Brookline Capital
Industry Venture Capital & Private Equity
Experience
Brookline Capital June 2014 - Present
Harbert Management Corporation October 2010 - June 2014
Webster Capital March 2009 - December 2010
Edgeview Partners June 2007 - January 2009
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Mergers, Due Diligence, Financial Analysis, LBO, Investments, Strategy, Mergers & Acquisitions, Finance, Portfolio Management, Alternative Investments
Education
Davidson College 2003 — 2007
Brookline Capital June 2014 - Present
Harbert Management Corporation October 2010 - June 2014
Webster Capital March 2009 - December 2010
Edgeview Partners June 2007 - January 2009
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Mergers, Due Diligence, Financial Analysis, LBO, Investments, Strategy, Mergers & Acquisitions, Finance, Portfolio Management, Alternative Investments
Education
Davidson College 2003 — 2007
Devin Dupree Devin Dupree's Edgeview Partners Experience May 2011 - August 2011
Job Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2012 - Present
Edgeview Partners May 2011 - August 2011
Ernst & Young 2007 - 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
University of Florida
Piper Jaffray July 2012 - Present
Edgeview Partners May 2011 - August 2011
Ernst & Young 2007 - 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
University of Florida
Brian Pope Brian Pope's Edgeview Partners Experience June 2007 - June 2009
Job Director, Babson Capital
Industry Investment Management
Experience
Babson Capital Management November 2013 - Present
Babson Capital Management August 2009 - Present
Edgeview Partners June 2007 - June 2009
Bear Stearns June 2006 - August 2006
RJ Reynolds 2004 - 2006
RJ Reynolds 2001 - 2004
Skills
Portfolio Management, Mergers & Acquisitions, Investments, Due Diligence, Investment Banking, Equities, Fixed Income, Finance, Business Development, Investment Management, Business Analysis, Analysis, CRM, Managerial Finance, Product Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2007
MBA
North Carolina State University - College of Management 1996 — 2001
BS, Finance; General Management
Babson Capital Management November 2013 - Present
Babson Capital Management August 2009 - Present
Edgeview Partners June 2007 - June 2009
Bear Stearns June 2006 - August 2006
RJ Reynolds 2004 - 2006
RJ Reynolds 2001 - 2004
Skills
Portfolio Management, Mergers & Acquisitions, Investments, Due Diligence, Investment Banking, Equities, Fixed Income, Finance, Business Development, Investment Management, Business Analysis, Analysis, CRM, Managerial Finance, Product Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2007
MBA
North Carolina State University - College of Management 1996 — 2001
BS, Finance; General Management
Douglas Pace's Edgeview Partners Experience June 2010 - June 2012
Job CoFounder and CoCEO at Tandum
Industry Internet
Experience
Tandum February 2014 - Present
Pharos Capital Group June 2013 - March 2014
Pharos Capital Group June 2012 - March 2014
Edgeview Partners June 2010 - June 2012
Western Reserve Partners LLC January 2010 - May 2010
The Riverside Company June 2009 - January 2010
Skills
Financial Modeling, Capital Markets, Bloomberg, Business Valuation, LBO, Due Diligence, Investments, Venture Capital, Valuation, M&A experience, Corporate Development, Portfolio Management, Private Equity, Investment Banking, Financial Analysis, Mergers & Acquisitions, Asset Management, Equities, Corporate Finance, Econometrics, Equity Valuation, Leveraged Finance, Strategic Financial..., DCF, Management Consulting, Business Development, Market Research, R, Business Strategy, Emerging Markets, Competitive Analysis, Finance, Series 7, Start-ups, Analysis, Alternative Investments, Thompson One, Economics, Growth Capital, Hedge Funds, Capital Raising, Fixed Income, Financial Structuring, Divestitures, Capital IQ, Entrepreneurship, Equity Research, Strategy, Restructuring, Deal Sourcing
Education
Oberlin College 2005 — 2009
BA, Neurosciece
Oberlin College 2005 — 2009
BM, Classical Guitar Performance
Tandum February 2014 - Present
Pharos Capital Group June 2013 - March 2014
Pharos Capital Group June 2012 - March 2014
Edgeview Partners June 2010 - June 2012
Western Reserve Partners LLC January 2010 - May 2010
The Riverside Company June 2009 - January 2010
Skills
Financial Modeling, Capital Markets, Bloomberg, Business Valuation, LBO, Due Diligence, Investments, Venture Capital, Valuation, M&A experience, Corporate Development, Portfolio Management, Private Equity, Investment Banking, Financial Analysis, Mergers & Acquisitions, Asset Management, Equities, Corporate Finance, Econometrics, Equity Valuation, Leveraged Finance, Strategic Financial..., DCF, Management Consulting, Business Development, Market Research, R, Business Strategy, Emerging Markets, Competitive Analysis, Finance, Series 7, Start-ups, Analysis, Alternative Investments, Thompson One, Economics, Growth Capital, Hedge Funds, Capital Raising, Fixed Income, Financial Structuring, Divestitures, Capital IQ, Entrepreneurship, Equity Research, Strategy, Restructuring, Deal Sourcing
Education
Oberlin College 2005 — 2009
BA, Neurosciece
Oberlin College 2005 — 2009
BM, Classical Guitar Performance
Micah Gerber Micah Gerber's Edgeview Partners Experience March 2012 - January 2014
Job Partner and Chief Financial Officer at Senior Living Communities, LLC
Industry Hospital & Health Care
Experience
Senior Living Communities, LLC January 2014 - Present
Edgeview Partners March 2012 - January 2014
SunTrust Robinson Humphrey April 2011 - March 2012
Stifel Nicolaus August 2008 - April 2011
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Finance, Private Equity, Corporate Finance, Closers
Education
Tuck School of Business at Dartmouth
MBA
University of Florida
BS
Senior Living Communities, LLC January 2014 - Present
Edgeview Partners March 2012 - January 2014
SunTrust Robinson Humphrey April 2011 - March 2012
Stifel Nicolaus August 2008 - April 2011
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Finance, Private Equity, Corporate Finance, Closers
Education
Tuck School of Business at Dartmouth
MBA
University of Florida
BS
Corey Jones's Edgeview Partners Experience 2006 - 2009
Job Chief of Product at M&M Media
Industry Entertainment
Experience
M&M Media, Inc. 2014 - Present
The Inertia 2010 - Present
Century Park Capital Partners 2009 - 2012
Edgeview Partners 2006 - 2009
Skills
Valuation, Business Strategy, Entrepreneurship, Private Equity, Strategy, Corporate Development, Management Consulting, Financial Modeling, Strategic Planning, Financial Analysis, Start-ups, Management, Corporate Finance, Due Diligence, Venture Capital
Education
Stanford University Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Duke University 2002 — 2006
Bachelor of Arts (BA), Economics
M&M Media, Inc. 2014 - Present
The Inertia 2010 - Present
Century Park Capital Partners 2009 - 2012
Edgeview Partners 2006 - 2009
Skills
Valuation, Business Strategy, Entrepreneurship, Private Equity, Strategy, Corporate Development, Management Consulting, Financial Modeling, Strategic Planning, Financial Analysis, Start-ups, Management, Corporate Finance, Due Diligence, Venture Capital
Education
Stanford University Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Duke University 2002 — 2006
Bachelor of Arts (BA), Economics
Douglas Bartels Douglas Bartels's Edgeview Partners Experience 2007 - 2009
Job Vice President, Seabury Group
Industry Defense & Space
Experience
Seabury Group 2014 - Present
US Air Force Reserve 1995 - Present
Kratos Defense and Security Solutions 2013 - 2014
Janes Capital Partners 2010 - 2013
Edgeview Partners 2007 - 2009
Education
Air War College - The Air University, U.S. Air Force 2014 — 2015
Master of Strategic Studies
Duke University - The Fuqua School of Business 2006 — 2007
Master of Business Administration (M.B.A.)
Embry-Riddle Aeronautical University 2002 — 2003
Master of Aeronautical Science
United States Air Force Academy 1991 — 1995
Bachelor of Science (B.S.)
Seabury Group 2014 - Present
US Air Force Reserve 1995 - Present
Kratos Defense and Security Solutions 2013 - 2014
Janes Capital Partners 2010 - 2013
Edgeview Partners 2007 - 2009
Education
Air War College - The Air University, U.S. Air Force 2014 — 2015
Master of Strategic Studies
Duke University - The Fuqua School of Business 2006 — 2007
Master of Business Administration (M.B.A.)
Embry-Riddle Aeronautical University 2002 — 2003
Master of Aeronautical Science
United States Air Force Academy 1991 — 1995
Bachelor of Science (B.S.)
Chase Culbertson Chase Culbertson's Edgeview Partners Experience June 2012 - June 2014
Job Associate at Sheridan Legacy Group
Industry Venture Capital & Private Equity
Experience
Sheridan Legacy Group July 2014 - Present
Edgeview Partners June 2012 - June 2014
Falfurrias Capital Partners July 2011 - September 2011
Northwestern University June 2011 - July 2011
Fennebresque & Co. June 2010 - August 2010
Skills
Valuation, Financial Modeling, Due Diligence, Mergers, Investments, Financial Analysis, Research, Entrepreneurship, Strategy, Corporate Finance, LBO, Mergers, Mergers & Acquisitions, Ballroom Dance, Contemporary Dance, Venture Capital, Capital Markets, Corporate Development
Education
Davidson College 2008 — 2012
Bachelor of the Arts, History
Hinsdale Central 2004 — 2008
Sheridan Legacy Group July 2014 - Present
Edgeview Partners June 2012 - June 2014
Falfurrias Capital Partners July 2011 - September 2011
Northwestern University June 2011 - July 2011
Fennebresque & Co. June 2010 - August 2010
Skills
Valuation, Financial Modeling, Due Diligence, Mergers, Investments, Financial Analysis, Research, Entrepreneurship, Strategy, Corporate Finance, LBO, Mergers, Mergers & Acquisitions, Ballroom Dance, Contemporary Dance, Venture Capital, Capital Markets, Corporate Development
Education
Davidson College 2008 — 2012
Bachelor of the Arts, History
Hinsdale Central 2004 — 2008
Anders Gustafson Anders Gustafson's Edgeview Partners Experience June 2008 - April 2010
Job Owner/Operator at AC Potomac, LLC d/b/a Express Oil Change & Tire Engineers
Industry Automotive
Experience
AC Potomac, LLC d/b/a Express Oil Change & Tire Engineers March 2015 - Present
Express Oil Change & Tire Engineers November 2010 - June 2015
Developing World Markets April 2010 - September 2010
Edgeview Partners June 2008 - April 2010
Geneva Global May 2007 - August 2007
Skills
Investment Banking, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Strategy, Private Equity, Finance, SQL, PowerPoint, Business Strategy, Analysis, Excel, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Investments, Management, Marketing, Research, Changing Oil
Education
Davidson College 2004 — 2008
A.B., cum laude, International Development Studies
The Lawrenceville School 2001 — 2004
AC Potomac, LLC d/b/a Express Oil Change & Tire Engineers March 2015 - Present
Express Oil Change & Tire Engineers November 2010 - June 2015
Developing World Markets April 2010 - September 2010
Edgeview Partners June 2008 - April 2010
Geneva Global May 2007 - August 2007
Skills
Investment Banking, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Strategy, Private Equity, Finance, SQL, PowerPoint, Business Strategy, Analysis, Excel, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Investments, Management, Marketing, Research, Changing Oil
Education
Davidson College 2004 — 2008
A.B., cum laude, International Development Studies
The Lawrenceville School 2001 — 2004
Benjamin Shuford's Edgeview Partners Experience May 2012 - August 2012
Job Analyst at Woodson Capital Management
Industry Investment Management
Experience
Woodson Capital Management July 2015 - Present
Morgan Stanley June 2013 - July 2015
Edgeview Partners May 2012 - August 2012
White Oak Partners October 2011 - May 2012
Broyhill Asset Management June 2011 - August 2011
Office of Congressman Patrick McHenry May 2009 - May 2009
McHenry for Congress June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Financial Analysis, Marketing Strategy, Social Media, Leadership, Facebook, Social Networking, Mergers & Acquisitions, Financial Modeling, Investment Banking, LBO, Capital Markets, Bloomberg, Equities, Corporate Finance, Private Equity, Hedge Funds, Bloomberg Terminal, Portuguese
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
BS, Business Administration and Management, General
United States Military Academy at West Point 2009 — 2011
Episcopal High School 2005 — 2009
Woodson Capital Management July 2015 - Present
Morgan Stanley June 2013 - July 2015
Edgeview Partners May 2012 - August 2012
White Oak Partners October 2011 - May 2012
Broyhill Asset Management June 2011 - August 2011
Office of Congressman Patrick McHenry May 2009 - May 2009
McHenry for Congress June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Financial Analysis, Marketing Strategy, Social Media, Leadership, Facebook, Social Networking, Mergers & Acquisitions, Financial Modeling, Investment Banking, LBO, Capital Markets, Bloomberg, Equities, Corporate Finance, Private Equity, Hedge Funds, Bloomberg Terminal, Portuguese
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
BS, Business Administration and Management, General
United States Military Academy at West Point 2009 — 2011
Episcopal High School 2005 — 2009
Chris Trinetti's Edgeview Partners Experience June 2013 - August 2013
Job Analyst at Piper Jaffray Investment Bank
Industry Investment Banking
Experience
Piper Jaffray July 2014 - Present
Edgeview Partners June 2013 - August 2013
SCOR May 2012 - August 2012
Garick May 2011 - August 2011
Skills
Investment Banking, Reinsurance, Sales&Marketing, Entrepreneurship, Microsoft Excel, Corporate Finance, Valuation, Financial Analysis, LBO, Data Analysis, Financial Modeling, Public Speaking, Emerging Markets, Investments, Economics, Event Planning, Private Equity
Education
Davidson College 2010 — 2014
Bachelor of Science (BS), Economics
Piper Jaffray July 2014 - Present
Edgeview Partners June 2013 - August 2013
SCOR May 2012 - August 2012
Garick May 2011 - August 2011
Skills
Investment Banking, Reinsurance, Sales&Marketing, Entrepreneurship, Microsoft Excel, Corporate Finance, Valuation, Financial Analysis, LBO, Data Analysis, Financial Modeling, Public Speaking, Emerging Markets, Investments, Economics, Event Planning, Private Equity
Education
Davidson College 2010 — 2014
Bachelor of Science (BS), Economics
Matt Stevens Matt Stevens's Edgeview Partners Experience June 2006 - June 2008
Job Project Leader at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2012 - Present
Carousel Capital August 2008 - July 2010
Edgeview Partners June 2006 - June 2008
Sandia National Laboratories June 2000 - May 2006
Skills
Private Equity, Valuation, Financial Modeling, Financial Analysis, Management Consulting, Due Diligence, Venture Capital, Corporate Development, Competitive Analysis, Mergers & Acquisitions, Strategic Planning, Investment Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Strategic Management, Palmer Scholar (top 5%)
Wake Forest University 2002 — 2006
B.S., Mathematical Economics
The Boston Consulting Group September 2012 - Present
Carousel Capital August 2008 - July 2010
Edgeview Partners June 2006 - June 2008
Sandia National Laboratories June 2000 - May 2006
Skills
Private Equity, Valuation, Financial Modeling, Financial Analysis, Management Consulting, Due Diligence, Venture Capital, Corporate Development, Competitive Analysis, Mergers & Acquisitions, Strategic Planning, Investment Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Strategic Management, Palmer Scholar (top 5%)
Wake Forest University 2002 — 2006
B.S., Mathematical Economics
Chris Rosbrook Chris Rosbrook's Edgeview Partners Experience January 2004 - July 2013
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2013 - Present
Edgeview Partners January 2004 - July 2013
RBC Capital Markets January 2001 - January 2004
Dain Rauscher Wessels June 2000 - January 2001
MAGMA Foundry Technologies, Inc. August 1992 - December 1999
Skills
Investment Banking, LBO, Leveraged Finance, Private Equity, Valuation, Corporate Development, Capital Markets, Mergers, M&A experience, Financial Modeling, Due Diligence, Corporate Finance
Education
The University of Chicago - Booth School of Business 1996 — 2000
Master of Business Administration (M.B.A.), Finance, Strategic Management
The Ohio State University 1990 — 1992
Master's Degree, Mechanical Engineering
Cornell University 1986 — 1990
Bachelor's Degree, Applied and Engineering Physics
Piper Jaffray July 2013 - Present
Edgeview Partners January 2004 - July 2013
RBC Capital Markets January 2001 - January 2004
Dain Rauscher Wessels June 2000 - January 2001
MAGMA Foundry Technologies, Inc. August 1992 - December 1999
Skills
Investment Banking, LBO, Leveraged Finance, Private Equity, Valuation, Corporate Development, Capital Markets, Mergers, M&A experience, Financial Modeling, Due Diligence, Corporate Finance
Education
The University of Chicago - Booth School of Business 1996 — 2000
Master of Business Administration (M.B.A.), Finance, Strategic Management
The Ohio State University 1990 — 1992
Master's Degree, Mechanical Engineering
Cornell University 1986 — 1990
Bachelor's Degree, Applied and Engineering Physics
Andrew Quartapella Andrew Quartapella's Edgeview Partners Experience 2001 - 2009
Job Managing Director at BlackArch Partners
Industry Investment Banking
Experience
BlackArch Partners 2010 - Present
Edgeview Partners 2001 - 2009
Bowles Hollowell Conner & Co 1997 - 2001
Goldman Sachs & Co 1996 - 1996
W-H Energy Services 1990 - 1995
Arthur Andersen & Co 1987 - 1990
Education
Northwestern University - Kellogg School of Management
MBA
University of Houston
BS, Finance
BlackArch Partners 2010 - Present
Edgeview Partners 2001 - 2009
Bowles Hollowell Conner & Co 1997 - 2001
Goldman Sachs & Co 1996 - 1996
W-H Energy Services 1990 - 1995
Arthur Andersen & Co 1987 - 1990
Education
Northwestern University - Kellogg School of Management
MBA
University of Houston
BS, Finance
Ryan Koch's Edgeview Partners Experience June 2006 - October 2011
Job Vice President, Corporate Development at IHS
Industry Information Services
Experience
IHS October 2011 - Present
Edgeview Partners June 2006 - October 2011
Lehman Brothers May 2005 - August 2005
KeyBanc Capital Markets/Wallach Company February 2003 - July 2004
Fleet Securities, Inc. October 2000 - February 2003
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Corporate Finance
Franklin and Marshall College 1996 — 2000
BA, Business Administration
Colorado Academy 1992 — 1996
IHS October 2011 - Present
Edgeview Partners June 2006 - October 2011
Lehman Brothers May 2005 - August 2005
KeyBanc Capital Markets/Wallach Company February 2003 - July 2004
Fleet Securities, Inc. October 2000 - February 2003
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Corporate Finance
Franklin and Marshall College 1996 — 2000
BA, Business Administration
Colorado Academy 1992 — 1996
Ben Lebow's Edgeview Partners Experience June 2003 - July 2005
Job Sr. Product Manager at Medtronic/Ardian
Industry Medical Devices
Experience
Medtronic/Ardian October 2011 - Present
Medtronic June 2011 - October 2011
Medtronic June 2009 - June 2011
Medtronic June 2008 - September 2008
Genentech October 2006 - July 2007
Genentech July 2005 - October 2006
Edgeview Partners June 2003 - July 2005
Skills
Strategy, Product Marketing, Corporate Finance, Product Launch, Mergers & Acquisitions, Business Strategy, Medical Devices, Analysis, Executive Management, Competitive Analysis, Cross-functional Team..., Product Development, Market Analysis, Marketing, Market Development, Product Management
Education
Stanford University Graduate School of Business 2007 — 2009
MBA, Business Administration and Management, General
Duke University 1999 — 2003
BS, Biomedical Engineering
Medtronic/Ardian October 2011 - Present
Medtronic June 2011 - October 2011
Medtronic June 2009 - June 2011
Medtronic June 2008 - September 2008
Genentech October 2006 - July 2007
Genentech July 2005 - October 2006
Edgeview Partners June 2003 - July 2005
Skills
Strategy, Product Marketing, Corporate Finance, Product Launch, Mergers & Acquisitions, Business Strategy, Medical Devices, Analysis, Executive Management, Competitive Analysis, Cross-functional Team..., Product Development, Market Analysis, Marketing, Market Development, Product Management
Education
Stanford University Graduate School of Business 2007 — 2009
MBA, Business Administration and Management, General
Duke University 1999 — 2003
BS, Biomedical Engineering
Jon Tetirick's Edgeview Partners Experience February 2003 - May 2005
Job Senior Associate at C.W. Downer & Co.
Industry Financial Services
Experience
C.W. Downer & Co. December 2013 - Present
Inner Circle Sports September 2007 - September 2013
H.I.G. Capital May 2005 - September 2007
Edgeview Partners February 2003 - May 2005
Skills
Investment Banking, LBO, Financial Modeling, Private Equity, Equities, Due Diligence, Valuation, Entrepreneurship, Venture Capital, Mergers, Capital Markets, Investments, Mergers & Acquisitions
Education
Davidson College 1998 — 2002
Bachelor of Science (B.S.), Psychology
C.W. Downer & Co. December 2013 - Present
Inner Circle Sports September 2007 - September 2013
H.I.G. Capital May 2005 - September 2007
Edgeview Partners February 2003 - May 2005
Skills
Investment Banking, LBO, Financial Modeling, Private Equity, Equities, Due Diligence, Valuation, Entrepreneurship, Venture Capital, Mergers, Capital Markets, Investments, Mergers & Acquisitions
Education
Davidson College 1998 — 2002
Bachelor of Science (B.S.), Psychology
John D. Cooper, CFA's Edgeview Partners Experience April 2012 - June 2013
Job Director, Financial Planning & Analysis at Novant Health
Industry Hospital & Health Care
Experience
Novant Health June 2013 - Present
Edgeview Partners April 2012 - June 2013
Wells Fargo Securities July 2010 - March 2012
Banc of America Investments July 2006 - July 2010
Triangle Securities LLC September 2000 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Investments, Equities, Financial Analysis, Portfolio Management, Mergers, LBO
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA, Business
University of North Carolina at Chapel Hill 1995 — 1999
BA, Economics
Episcopal High School 1991 — 1995
Novant Health June 2013 - Present
Edgeview Partners April 2012 - June 2013
Wells Fargo Securities July 2010 - March 2012
Banc of America Investments July 2006 - July 2010
Triangle Securities LLC September 2000 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Investments, Equities, Financial Analysis, Portfolio Management, Mergers, LBO
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA, Business
University of North Carolina at Chapel Hill 1995 — 1999
BA, Economics
Episcopal High School 1991 — 1995
J. Gordon (Gordie) Vap's Edgeview Partners Experience 2005 - 2010
Job BlackArch Partners
Industry Investment Banking
Experience
BlackArch Partners April 2010 - Present
Edgeview Partners 2005 - 2010
U.S. Air Force 1997 - 2005
Education
The University of Chicago - Booth School of Business 2003 — 2005
Master of Business Administration (MBA)
Cornell University 1996 — 1997
M. Eng, Operations Research
Cornell University 1992 — 1996
B.S., Operations Research
BlackArch Partners April 2010 - Present
Edgeview Partners 2005 - 2010
U.S. Air Force 1997 - 2005
Education
The University of Chicago - Booth School of Business 2003 — 2005
Master of Business Administration (MBA)
Cornell University 1996 — 1997
M. Eng, Operations Research
Cornell University 1992 — 1996
B.S., Operations Research
Damian Warshall's Edgeview Partners Experience May 2013 - August 2013
Job Chief Operating Officer at LUMI Juice
Industry Financial Services
Experience
LUMI Juice April 2015 - Present
Wild Wolf Brewing Company May 2014 - April 2015
Edgeview Partners May 2013 - August 2013
The Peterson Companies May 2010 - July 2012
The Shooshan Company LLC August 2009 - April 2010
Monument Realty July 2005 - January 2009
Skills
Budgets, Financial Analysis, Financial Modeling, Accounting, Leases, Microsoft Excel, Due Diligence, PowerPoint, Financial Reporting, Strategic Planning, Auditing
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Supply Chain Management, 3.80
Georgetown University - The McDonough School of Business 2001 — 2005
BSBA, Accounting and Finance
LUMI Juice April 2015 - Present
Wild Wolf Brewing Company May 2014 - April 2015
Edgeview Partners May 2013 - August 2013
The Peterson Companies May 2010 - July 2012
The Shooshan Company LLC August 2009 - April 2010
Monument Realty July 2005 - January 2009
Skills
Budgets, Financial Analysis, Financial Modeling, Accounting, Leases, Microsoft Excel, Due Diligence, PowerPoint, Financial Reporting, Strategic Planning, Auditing
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Supply Chain Management, 3.80
Georgetown University - The McDonough School of Business 2001 — 2005
BSBA, Accounting and Finance
Sean Dwyer's Edgeview Partners Experience June 2007 - June 2009
Job Director, Corporate Development at WestRock Company
Industry Packaging and Containers
Experience
WestRock Company July 2015 - Present
Trinity Combine March 2014 - Present
Rock-Tenn Company April 2014 - July 2015
EVE Partners LLC June 2010 - April 2014
Investure August 2009 - June 2010
Edgeview Partners June 2007 - June 2009
Lehman Brothers May 2006 - August 2006
Skills
Valuation, Private Equity, Equities, Hedge Funds, Portfolio Management, Financial Modeling, Bloomberg, Investments, Mergers & Acquisitions, Emerging Markets, Fixed Income, Investment Strategies, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, M&A experience, LBO, Asset Allocation, Mutual Funds
Education
University of Georgia - Terry College of Business
BBA, Finance
WestRock Company July 2015 - Present
Trinity Combine March 2014 - Present
Rock-Tenn Company April 2014 - July 2015
EVE Partners LLC June 2010 - April 2014
Investure August 2009 - June 2010
Edgeview Partners June 2007 - June 2009
Lehman Brothers May 2006 - August 2006
Skills
Valuation, Private Equity, Equities, Hedge Funds, Portfolio Management, Financial Modeling, Bloomberg, Investments, Mergers & Acquisitions, Emerging Markets, Fixed Income, Investment Strategies, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, M&A experience, LBO, Asset Allocation, Mutual Funds
Education
University of Georgia - Terry College of Business
BBA, Finance
Nick Dermatas's Edgeview Partners Experience June 2007 - June 2009
Job VP of Finance at CardConnect
Industry Financial Services
Experience
CardConnect Payments August 2012 - Present
Reliant Rehabilitation November 2011 - July 2012
Carousel Capital August 2009 - October 2011
Edgeview Partners June 2007 - June 2009
Skills
Private Equity, Financial Modeling, Investment Banking, Venture Capital, Valuation, Due Diligence
Education
Georgia Institute of Technology 2002 — 2007
BS, Electrical Engineering
CardConnect Payments August 2012 - Present
Reliant Rehabilitation November 2011 - July 2012
Carousel Capital August 2009 - October 2011
Edgeview Partners June 2007 - June 2009
Skills
Private Equity, Financial Modeling, Investment Banking, Venture Capital, Valuation, Due Diligence
Education
Georgia Institute of Technology 2002 — 2007
BS, Electrical Engineering
Sarah Betzwieser's Edgeview Partners Experience 2004 - 2007
Job VP, Merchandising and Business Development at DITTO
Industry Retail
Experience
Ditto.com August 2014 - Present
Ditto.com August 2013 - Present
Industrial Growth Partners August 2011 - May 2013
Olympus Partners August 2007 - June 2009
Edgeview Partners 2004 - 2007
Skills
Private Equity, Corporate Development, Valuation, Business Strategy
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
University of Virginia
BS, Engineering
Ditto.com August 2014 - Present
Ditto.com August 2013 - Present
Industrial Growth Partners August 2011 - May 2013
Olympus Partners August 2007 - June 2009
Edgeview Partners 2004 - 2007
Skills
Private Equity, Corporate Development, Valuation, Business Strategy
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
University of Virginia
BS, Engineering
Paul Habenicht's Edgeview Partners Experience June 2009 - January 2012
Job Managing Partner at VetEvolve
Industry Veterinary
Experience
FRG August 2014 - Present
VetEvolve August 2014 - Present
Edgeview Partners June 2009 - January 2012
United States Marine Corps May 2002 - August 2007
Skills
Private Equity, Financial Modeling, Military, Valuation, Military Operations, Mergers & Acquisitions, Navy, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Corporate Development, Equities, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
United States Naval Academy 1998 — 2002
B.S, Economics, Spanish
FRG August 2014 - Present
VetEvolve August 2014 - Present
Edgeview Partners June 2009 - January 2012
United States Marine Corps May 2002 - August 2007
Skills
Private Equity, Financial Modeling, Military, Valuation, Military Operations, Mergers & Acquisitions, Navy, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Corporate Development, Equities, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
United States Naval Academy 1998 — 2002
B.S, Economics, Spanish
Jay Henry's Edgeview Partners Experience June 2007 - June 2009
Job Vice President at Pamlico Capital
Industry Venture Capital & Private Equity
Experience
Pamlico Capital July 2014 - Present
Insight Equity June 2013 - August 2013
Sterling Partners January 2013 - March 2013
Saw Mill Capital July 2009 - July 2012
Barwis Methods February 2011 - June 2012
Edgeview Partners June 2007 - June 2009
Skills
Private Equity, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Business Strategy, Mergers, Due Diligence, Mergers & Acquisitions, Finance, Leadership, Corporate Development, LBO, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
West Virginia University 2002 — 2007
BSBA, Finance, Accounting
Pamlico Capital July 2014 - Present
Insight Equity June 2013 - August 2013
Sterling Partners January 2013 - March 2013
Saw Mill Capital July 2009 - July 2012
Barwis Methods February 2011 - June 2012
Edgeview Partners June 2007 - June 2009
Skills
Private Equity, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Business Strategy, Mergers, Due Diligence, Mergers & Acquisitions, Finance, Leadership, Corporate Development, LBO, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
West Virginia University 2002 — 2007
BSBA, Finance, Accounting
Valerie Matena's Edgeview Partners Experience June 2008 - June 2010
Job Senior Associate, Corporate Development & Investor Relations at Babcock & Wilcox
Industry Oil & Energy
Experience
Babcock & Wilcox July 2015 - Present
The Babcock & Wilcox Company October 2011 - June 2015
Olympus Partners August 2010 - August 2011
Edgeview Partners June 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
Skills
Equities, DCF, Finance, Analysis, Acquisitions, M&A experience, Strategy, Data Analysis, Microsoft Excel, Economics, Risk Management, Joint Ventures
Education
Duke University - Fuqua School of Business 2013 — 2014
Executive MBA
Vanderbilt University 2004 — 2008
BA, Economics
Forest Hills Central High School 2000 — 2004
Grand Rapids, MI
Babcock & Wilcox July 2015 - Present
The Babcock & Wilcox Company October 2011 - June 2015
Olympus Partners August 2010 - August 2011
Edgeview Partners June 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
Skills
Equities, DCF, Finance, Analysis, Acquisitions, M&A experience, Strategy, Data Analysis, Microsoft Excel, Economics, Risk Management, Joint Ventures
Education
Duke University - Fuqua School of Business 2013 — 2014
Executive MBA
Vanderbilt University 2004 — 2008
BA, Economics
Forest Hills Central High School 2000 — 2004
Grand Rapids, MI
George Zoeckler's Edgeview Partners Experience June 2008 - June 2009
Job Director at Camp Champions
Industry Computer Software
Experience
Camp Champions May 2013 - Present
General Sentiment January 2010 - April 2013
General Sentiment January 2010 - January 2011
Edgeview Partners June 2008 - June 2009
Davidson Housing Coaliton, HAMMERS 2005 - 2008
Skills
Strategy, Financial Modeling, Social Media Marketing, Business Strategy, Product Management, Entrepreneurship, Mergers & Acquisitions, Product Development, Microsoft Excel, Brand Management, Business Analysis, Marketing Strategy, PowerPoint, Business Process..., Leadership, Excel, Small Business, Requirements Gathering, Technology, Youth Development, NLP
Education
Davidson College 2004 — 2008
Bachelor, Economics
Camp Champions May 2013 - Present
General Sentiment January 2010 - April 2013
General Sentiment January 2010 - January 2011
Edgeview Partners June 2008 - June 2009
Davidson Housing Coaliton, HAMMERS 2005 - 2008
Skills
Strategy, Financial Modeling, Social Media Marketing, Business Strategy, Product Management, Entrepreneurship, Mergers & Acquisitions, Product Development, Microsoft Excel, Brand Management, Business Analysis, Marketing Strategy, PowerPoint, Business Process..., Leadership, Excel, Small Business, Requirements Gathering, Technology, Youth Development, NLP
Education
Davidson College 2004 — 2008
Bachelor, Economics
Yeatts Anderson's Edgeview Partners Experience 2006 - 2008
Job Brooklands Capital Strategies
Industry Venture Capital & Private Equity
Experience
Brooklands Capital Strategies (a division of TPG Capital BD, LLC) February 2014 - Present
Ridgemont Equity Partners 2008 - 2013
Edgeview Partners 2006 - 2008
Skills
LBO, Private Equity, Financial Modeling, Valuation, Due Diligence, Investment Banking, Corporate Finance, Capital Markets, Leveraged Finance, M&A experience, Entrepreneurship, Start-ups, Acquisitions, Mergers & Acquisitions, Portfolio Management
Education
Davidson College
Bachelor’s Degree
Brooklands Capital Strategies (a division of TPG Capital BD, LLC) February 2014 - Present
Ridgemont Equity Partners 2008 - 2013
Edgeview Partners 2006 - 2008
Skills
LBO, Private Equity, Financial Modeling, Valuation, Due Diligence, Investment Banking, Corporate Finance, Capital Markets, Leveraged Finance, M&A experience, Entrepreneurship, Start-ups, Acquisitions, Mergers & Acquisitions, Portfolio Management
Education
Davidson College
Bachelor’s Degree
Harrison Brooks's Edgeview Partners Experience June 2011 - June 2013
Job Associate at Carousel Capital
Industry Venture Capital & Private Equity
Experience
Carousel Capital August 2013 - Present
Edgeview Partners June 2011 - June 2013
Bank of America June 2010 - August 2010
UNC Association of Student Governments 2008 - 2010
Skills
Strategy, Mergers & Acquisitions, Finance, Financial Modeling, Investment Banking, Private Equity, Valuation, Financial Analysis, Corporate Finance, LBO, Managerial Finance, Due Diligence
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Carousel Capital August 2013 - Present
Edgeview Partners June 2011 - June 2013
Bank of America June 2010 - August 2010
UNC Association of Student Governments 2008 - 2010
Skills
Strategy, Mergers & Acquisitions, Finance, Financial Modeling, Investment Banking, Private Equity, Valuation, Financial Analysis, Corporate Finance, LBO, Managerial Finance, Due Diligence
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Caroline Cameron's Edgeview Partners Experience July 2011 - August 2012
Job Vice President at KBW
Industry Investment Banking
Experience
KBW January 2015 - Present
Edgeview Partners July 2011 - August 2012
Macquarie Capital Partners November 2009 - June 2011
Fox-Pitt, Kelton August 2006 - December 2009
Chubb Insurance Company of Europe June 2005 - July 2006
Skills
Capital Markets, Financial Modeling, Investment Banking, Valuation, Hedge Funds, Equities, Equity Research, Investments, Bloomberg, Private Equity
Education
Hamilton College 2001 — 2005
Psychology and Economics
KBW January 2015 - Present
Edgeview Partners July 2011 - August 2012
Macquarie Capital Partners November 2009 - June 2011
Fox-Pitt, Kelton August 2006 - December 2009
Chubb Insurance Company of Europe June 2005 - July 2006
Skills
Capital Markets, Financial Modeling, Investment Banking, Valuation, Hedge Funds, Equities, Equity Research, Investments, Bloomberg, Private Equity
Education
Hamilton College 2001 — 2005
Psychology and Economics
Dan Oxenham's Edgeview Partners Experience 2008 - Present
Job Vice President at Edgeview Partners
Industry Investment Banking
Experience
Edgeview Partners 2008 - Present
Price Waterhouse Coopers June 2005 - March 2008
Price Waterhouse Coopers September 2003 - June 2005
Education
North Carolina State University 2000 — 2002
Masters, Accountancy
University of North Carolina at Chapel Hill 1996 — 2000
BS, Political Science
Edgeview Partners 2008 - Present
Price Waterhouse Coopers June 2005 - March 2008
Price Waterhouse Coopers September 2003 - June 2005
Education
North Carolina State University 2000 — 2002
Masters, Accountancy
University of North Carolina at Chapel Hill 1996 — 2000
BS, Political Science
Tyler Colpini's Edgeview Partners Experience May 2013 - August 2013
Job Taylor/Theus Holdings, Inc.
Industry Real Estate
Experience
Taylor/Theus Holdings, Inc. September 2015 - Present
Jefferies LLC August 2014 - September 2015
The Kenan-Flagler Private Equity Fund December 2012 - May 2014
UNC Kenan-Flagler Business School August 2012 - May 2014
Edgeview Partners May 2013 - August 2013
Harvard Management Company November 2010 - July 2012
EDENS : Connective Retail January 2008 - October 2010
Skills
Argus Modeling, Financial Modeling, Due Diligence, Underwriting, Financial Analysis, Real Estate, Valuation, Investments, Real Estate Acquisitions, Finance, Mergers & Acquisitions, Venture Capital, Acquisitions, Portfolio Management, Financial Structuring
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
Wofford College 2003 — 2007
B.A., Business Economics
Taylor/Theus Holdings, Inc. September 2015 - Present
Jefferies LLC August 2014 - September 2015
The Kenan-Flagler Private Equity Fund December 2012 - May 2014
UNC Kenan-Flagler Business School August 2012 - May 2014
Edgeview Partners May 2013 - August 2013
Harvard Management Company November 2010 - July 2012
EDENS : Connective Retail January 2008 - October 2010
Skills
Argus Modeling, Financial Modeling, Due Diligence, Underwriting, Financial Analysis, Real Estate, Valuation, Investments, Real Estate Acquisitions, Finance, Mergers & Acquisitions, Venture Capital, Acquisitions, Portfolio Management, Financial Structuring
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
Wofford College 2003 — 2007
B.A., Business Economics
Jim Gregory's Edgeview Partners Experience 2003 - 2005
Job Principal at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital December 2012 - Present
American Capital December 2009 - December 2012
American Capital December 2007 - December 2009
American Capital July 2005 - December 2007
Edgeview Partners 2003 - 2005
The Carlyle Group June 2002 - December 2002
Skills
Investment Banking, Financial Modeling, Due Diligence, Corporate Finance, Mergers, LBO, Financial Analysis, Venture Capital, Debt, Corporate Development, Capital Markets, Investments, Business Strategy, Mergers & Acquisitions
Education
Davidson College 1999 — 2003
BS, Mathematics, Economics
American Capital December 2012 - Present
American Capital December 2009 - December 2012
American Capital December 2007 - December 2009
American Capital July 2005 - December 2007
Edgeview Partners 2003 - 2005
The Carlyle Group June 2002 - December 2002
Skills
Investment Banking, Financial Modeling, Due Diligence, Corporate Finance, Mergers, LBO, Financial Analysis, Venture Capital, Debt, Corporate Development, Capital Markets, Investments, Business Strategy, Mergers & Acquisitions
Education
Davidson College 1999 — 2003
BS, Mathematics, Economics
Ches Riley's Edgeview Partners Experience January 2008 - April 2010
Job Director at BlackArch Partners
Industry Investment Banking
Experience
BlackArch Partners January 2013 - Present
BlackArch Partners June 2010 - Present
Edgeview Partners January 2008 - April 2010
Edgeview Partners 2004 - 2008
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Venture Capital, Equities, Portfolio Management, Corporate Development, Entrepreneurship, Mergers & Acquisitions
Education
Furman University 1993 — 1997
Bachelor's Degree
Georgia State University 1998 — 2000
MBA
BlackArch Partners January 2013 - Present
BlackArch Partners June 2010 - Present
Edgeview Partners January 2008 - April 2010
Edgeview Partners 2004 - 2008
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Venture Capital, Equities, Portfolio Management, Corporate Development, Entrepreneurship, Mergers & Acquisitions
Education
Furman University 1993 — 1997
Bachelor's Degree
Georgia State University 1998 — 2000
MBA
Hawkins Gay's Edgeview Partners Experience 2005 - 2007
Job Student at Emory University School of Medicine
Industry Medical Practice
Experience
Edgeview Partners 2005 - 2007
Skills
Valuation, Financial Modeling
Education
Emory University School of Medicine 2010 — 2014
Columbia University in the City of New York 2007 — 2010
Pre-medical Sciences
Edgeview Partners 2005 - 2007
Skills
Valuation, Financial Modeling
Education
Emory University School of Medicine 2010 — 2014
Columbia University in the City of New York 2007 — 2010
Pre-medical Sciences
Brian Karpiel's Edgeview Partners Experience 2007 - 2009
Job Managing Director Investment Banking at Seabury Group
Industry Airlines/Aviation
Experience
Seabury Group 2012 - Present
Janes Capital Partners 2010 - 2012
Edgeview Partners 2007 - 2009
Lehman Brothers 2000 - 2003
GE June 1992 - August 1998
Skills
Financial Modeling, Corporate Finance, Restructuring, Investment Banking, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Analysis, Structured Finance, Corporate Development, Capital Markets, Financial Structuring, M&A experience, LBO, Finance, Equities, Investments, Leveraged Finance, Strategy
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Stanford University 1991 — 1995
Bachelor of Science (BS), Mechanical Engineering
Seabury Group 2012 - Present
Janes Capital Partners 2010 - 2012
Edgeview Partners 2007 - 2009
Lehman Brothers 2000 - 2003
GE June 1992 - August 1998
Skills
Financial Modeling, Corporate Finance, Restructuring, Investment Banking, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Analysis, Structured Finance, Corporate Development, Capital Markets, Financial Structuring, M&A experience, LBO, Finance, Equities, Investments, Leveraged Finance, Strategy
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Stanford University 1991 — 1995
Bachelor of Science (BS), Mechanical Engineering
Fabian de Armas's Edgeview Partners Experience 2001 - 2004
Job Principal at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital 2006 - Present
Edgeview Partners 2001 - 2004
Bowles Hollowell Conner 1999 - 2001
Skills
Private Equity, LBO, Buyouts, Mergers & Acquisitions, Investment Banking, Corporate Finance, Investments, M&A experience, Special Situations, Restructuring
Education
Harvard Business School 2004 — 2006
University of Pennsylvania - The Wharton School 1995 — 1999
H.I.G. Capital 2006 - Present
Edgeview Partners 2001 - 2004
Bowles Hollowell Conner 1999 - 2001
Skills
Private Equity, LBO, Buyouts, Mergers & Acquisitions, Investment Banking, Corporate Finance, Investments, M&A experience, Special Situations, Restructuring
Education
Harvard Business School 2004 — 2006
University of Pennsylvania - The Wharton School 1995 — 1999