Formation Capital
Industry: Company
DescriptionFounded: 1999
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Formation Capital Employees
Employee
Years
Job
Industry
Jeffrey Nolan Jeffrey Nolan's Formation Capital Experience June 2014 - Present
Job Associate at Formation Capital
Industry Venture Capital & Private Equity
Experience
Formation Capital June 2014 - Present
Rialto Capital Management August 2013 - May 2014
Leucadia National Corporation May 2013 - August 2013
Capgemini July 2010 - August 2012
Alvarez & Marsal August 2008 - July 2010
GE Commercial Finance May 2007 - August 2007
YMCA of the Triangle 2002 - 2005
Skills
Change Management, Supply Chain Management, Strategy, Management Consulting, Outsourcing, CRM, Six Sigma, Business Process, Management, Project Management, Financial Modeling, Analysis, Business Process..., Business Strategy, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Entrepreneurial Management
Vanderbilt University 2004 — 2008
BS, Human & Organization Development, Financial Economics, Corporate Strategy
Gulliver
Formation Capital June 2014 - Present
Rialto Capital Management August 2013 - May 2014
Leucadia National Corporation May 2013 - August 2013
Capgemini July 2010 - August 2012
Alvarez & Marsal August 2008 - July 2010
GE Commercial Finance May 2007 - August 2007
YMCA of the Triangle 2002 - 2005
Skills
Change Management, Supply Chain Management, Strategy, Management Consulting, Outsourcing, CRM, Six Sigma, Business Process, Management, Project Management, Financial Modeling, Analysis, Business Process..., Business Strategy, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Entrepreneurial Management
Vanderbilt University 2004 — 2008
BS, Human & Organization Development, Financial Economics, Corporate Strategy
Gulliver
Darren Margulis Darren Margulis's Formation Capital Experience February 2015 - Present
Job Managing Director at Formation Capital
Industry Real Estate
Experience
Formation Capital February 2015 - Present
Oxford Finance LLC June 2012 - January 2015
Guardian Investment Real Estate June 2010 - June 2012
GE Capital 2001 - 2009
Heller Financial 1996 - 2001
Deloitte Consulting 1993 - 1996
Skills
Real Estate, Capital Markets, Investment Properties, Investments, Loans, Banking, Real Estate Economics
Education
Indiana University Bloomington 1989 — 1993
Bachelor's degree, Finance and Real Estate
Formation Capital February 2015 - Present
Oxford Finance LLC June 2012 - January 2015
Guardian Investment Real Estate June 2010 - June 2012
GE Capital 2001 - 2009
Heller Financial 1996 - 2001
Deloitte Consulting 1993 - 1996
Skills
Real Estate, Capital Markets, Investment Properties, Investments, Loans, Banking, Real Estate Economics
Education
Indiana University Bloomington 1989 — 1993
Bachelor's degree, Finance and Real Estate
William Agee William Agee's Formation Capital Experience May 2014 - August 2014
Job Student at The University of Georgia
Industry Financial Services
Experience
Formation Capital May 2014 - August 2014
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Formation Capital May 2014 - August 2014
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Jeff McKeown Jeff McKeown's Formation Capital Experience November 2009 - January 2011
Job Recruitment and Financial Market SME
Industry Investment Management
Experience
Envision Innovative Solutions, Inc. January 2013 - Present
ZarTech July 2011 - October 2012
Formation Capital November 2009 - January 2011
JDMcKeown Research May 2008 - January 2010
Graham Capital Management March 2007 - April 2008
Willowbridge Associates November 2002 - March 2007
Skills
Hedge Funds, Equities, Investments, Equity Research, Asset Managment, Mutual Funds, Forecasting, Investor Relations, Market Analysis, Analysis, Management, Trading, Portfolio Management, Fixed Income, Alternative Investments, Bloomberg, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-Newark
BS, Finance/Economics
Envision Innovative Solutions, Inc. January 2013 - Present
ZarTech July 2011 - October 2012
Formation Capital November 2009 - January 2011
JDMcKeown Research May 2008 - January 2010
Graham Capital Management March 2007 - April 2008
Willowbridge Associates November 2002 - March 2007
Skills
Hedge Funds, Equities, Investments, Equity Research, Asset Managment, Mutual Funds, Forecasting, Investor Relations, Market Analysis, Analysis, Management, Trading, Portfolio Management, Fixed Income, Alternative Investments, Bloomberg, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-Newark
BS, Finance/Economics
Inessa Loyevska Inessa Loyevska's Formation Capital Experience March 2015 - Present
Job Senior Accountant at Formation Capital
Industry Accounting
Experience
Formation Capital March 2015 - Present
Alliant Health Solutions April 2013 - March 2015
Consulate Management Company August 2012 - April 2013
Evans General Contractors March 2010 - July 2012
Skills
Account Reconciliation, General Ledger, Accounting, Accounts Payable, Financial Statements, Financial Analysis, Microsoft Excel, Data Entry, Bookkeeping, Access, Bank Reconciliation, Tax, Financial Reporting, Journal Entries, Accruals, Fixed Assets, GAAP, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Financial Accounting, Variance Analysis, Cash Management, Pricing, Spreadsheets, Data Analysis, Balance Sheet, Customer Service, Lawson General Ledger, Microsoft Dynamics NAV, Deltek Costpoint 7, Cognos Reporting, Budgeting, Microsoft Dynamics GP
Education
Kennesaw State University (formerly Southern Polytechnic State University) 2014 — 2015
Master of Science (M.S.), Accounting, GPA 4.0, Summa Sum Laude
Georgia State University, Robinson College of Business 2010 — 2012
Bachelor of Business Administration, Accounting, 3.6
Georgia Perimeter College 2006 — 2010
Associates degree, Business Administration
Atlanta College of Art, Community Education 2002 — 2005
Certificate, Graphic Arts
Formation Capital March 2015 - Present
Alliant Health Solutions April 2013 - March 2015
Consulate Management Company August 2012 - April 2013
Evans General Contractors March 2010 - July 2012
Skills
Account Reconciliation, General Ledger, Accounting, Accounts Payable, Financial Statements, Financial Analysis, Microsoft Excel, Data Entry, Bookkeeping, Access, Bank Reconciliation, Tax, Financial Reporting, Journal Entries, Accruals, Fixed Assets, GAAP, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Financial Accounting, Variance Analysis, Cash Management, Pricing, Spreadsheets, Data Analysis, Balance Sheet, Customer Service, Lawson General Ledger, Microsoft Dynamics NAV, Deltek Costpoint 7, Cognos Reporting, Budgeting, Microsoft Dynamics GP
Education
Kennesaw State University (formerly Southern Polytechnic State University) 2014 — 2015
Master of Science (M.S.), Accounting, GPA 4.0, Summa Sum Laude
Georgia State University, Robinson College of Business 2010 — 2012
Bachelor of Business Administration, Accounting, 3.6
Georgia Perimeter College 2006 — 2010
Associates degree, Business Administration
Atlanta College of Art, Community Education 2002 — 2005
Certificate, Graphic Arts
Diana Miller, CPA Diana Miller, CPA's Formation Capital Experience July 2013 - March 2015
Job Senior Accountant at Principal Senior Living Group
Industry Accounting
Experience
Principal Senior Living Group March 2015 - Present
Formation Capital July 2013 - March 2015
Atlantix Global Systems December 2010 - July 2013
Dixon Hughes PLLC August 2007 - December 2010
Six Flags Over Georgia May 2006 - August 2006
Saturna & Company, CPAs January 2005 - May 2006
BellSouth June 2005 - July 2005
Skills
Account Reconciliation, Auditing, Financial Statements, Journal Entries, Financial Audits, Financial Reporting, Accounting, General Ledger, GAAP, US GAAP, Financial Analysis, Internal Controls, External Audit, Financial Accounting, CPA, Internal Audit, Customer Service
Education
University of Georgia - Terry College of Business 2006 — 2007
M.Acc., Auditing
Mercer University - Stetson School of Business and Economics 2002 — 2006
B.B.A., Accounting
Principal Senior Living Group March 2015 - Present
Formation Capital July 2013 - March 2015
Atlantix Global Systems December 2010 - July 2013
Dixon Hughes PLLC August 2007 - December 2010
Six Flags Over Georgia May 2006 - August 2006
Saturna & Company, CPAs January 2005 - May 2006
BellSouth June 2005 - July 2005
Skills
Account Reconciliation, Auditing, Financial Statements, Journal Entries, Financial Audits, Financial Reporting, Accounting, General Ledger, GAAP, US GAAP, Financial Analysis, Internal Controls, External Audit, Financial Accounting, CPA, Internal Audit, Customer Service
Education
University of Georgia - Terry College of Business 2006 — 2007
M.Acc., Auditing
Mercer University - Stetson School of Business and Economics 2002 — 2006
B.B.A., Accounting
Meghan (Luck) Darrow, CFA's Formation Capital Experience August 2014 - Present
Job Healthcare and real estate focused private equity investments at Formation Capital
Industry Financial Services
Experience
Formation Capital August 2014 - Present
Deloitte June 2012 - August 2014
Jamestown 2005 - 2012
Wachovia / Wells Fargo 2004 - 2005
National Association of Securities Dealers (NASD) 2003 - 2003
Skills
Financial Modeling, Credit, Finance, Investments, Due Diligence, Valuation, Asset Managment, Financial Risk, Accounting, Venture Capital, Real Estate, Risk Management, Real Estate Economics, US GAAP, Credit Analysis, Loans, Equities, Mergers & Acquisitions, Analysis, Cash Flow, Structured Finance, Financial Structuring, Acquisitions, Private Equity
Education
Emory University 2000 — 2004
BS, Economics
CFA Charterholder
International School Bangkok
Taipei American School
Formation Capital August 2014 - Present
Deloitte June 2012 - August 2014
Jamestown 2005 - 2012
Wachovia / Wells Fargo 2004 - 2005
National Association of Securities Dealers (NASD) 2003 - 2003
Skills
Financial Modeling, Credit, Finance, Investments, Due Diligence, Valuation, Asset Managment, Financial Risk, Accounting, Venture Capital, Real Estate, Risk Management, Real Estate Economics, US GAAP, Credit Analysis, Loans, Equities, Mergers & Acquisitions, Analysis, Cash Flow, Structured Finance, Financial Structuring, Acquisitions, Private Equity
Education
Emory University 2000 — 2004
BS, Economics
CFA Charterholder
International School Bangkok
Taipei American School
Jennifer Sikes's Formation Capital Experience March 2011 - April 2012
Job Product Support Specialist at Tarkenton Financial
Industry Financial Services
Experience
Tarkenton Financial April 2012 - Present
Formation Capital March 2011 - April 2012
Tarkenton Financial November 2007 - April 2011
Legacy Mortgage Associates July 2006 - September 2007
Accredited Home Lenders 2005 - 2006
Skills
Annuities, Retirement Planning, Insurance, Sales Management, Financial Analysis
Education
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration, Finance
Tarkenton Financial April 2012 - Present
Formation Capital March 2011 - April 2012
Tarkenton Financial November 2007 - April 2011
Legacy Mortgage Associates July 2006 - September 2007
Accredited Home Lenders 2005 - 2006
Skills
Annuities, Retirement Planning, Insurance, Sales Management, Financial Analysis
Education
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration, Finance
Paul O'Sullivan, CFA's Formation Capital Experience January 2008 - February 2014
Job Senior Securitization Analyst at Porsche Financial Services
Industry Capital Markets
Experience
CSG Advisors August 2014 - Present
Porsche Financial Services February 2014 - August 2014
Formation Capital January 2008 - February 2014
United States Marine Corps February 2004 - February 2010
Aelera 2006 - 2007
Jameson Inns 2005 - 2006
Education
University of Georgia - Terry College of Business 1998 — 2000
BBA, Accounting
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
MBA, Finance
Georgia Institute of Technology 1996 — 1998
CSG Advisors August 2014 - Present
Porsche Financial Services February 2014 - August 2014
Formation Capital January 2008 - February 2014
United States Marine Corps February 2004 - February 2010
Aelera 2006 - 2007
Jameson Inns 2005 - 2006
Education
University of Georgia - Terry College of Business 1998 — 2000
BBA, Accounting
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
MBA, Finance
Georgia Institute of Technology 1996 — 1998
Katherine Boelte's Formation Capital Experience March 2015 - Present
Job VP of Finance & Administration at Formation Capital, LLC
Industry Venture Capital & Private Equity
Experience
Formation Capital March 2015 - Present
HD Supply 2010 - 2014
Caraustar March 2007 - April 2010
Caraustar January 2004 - February 2007
Caraustar March 2000 - December 2003
Riverside Products & Services April 1998 - February 2000
Thomas & Betts October 1995 - March 1998
Deloitte & Touche June 1993 - October 1995
Skills
Sarbanes-Oxley Act, Cash Management, Accounting, Banking Relationships, Treasury Management, Treasury, Corporate Finance, Managerial Finance, Variance Analysis, Leadership, Auditing, Internal Audit, Sarbanes-Oxley, Cash Flow Forecasting, SEC filings, Working Capital..., Cash Flow, Consolidation, GAAP, Internal Controls, Cost Accounting, Acquisition Integration, Forecasting, SEC Filings
Education
Auburn University 1989 — 1993
BS, Accountancy, Summa Cum Laude
Auburn University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Formation Capital March 2015 - Present
HD Supply 2010 - 2014
Caraustar March 2007 - April 2010
Caraustar January 2004 - February 2007
Caraustar March 2000 - December 2003
Riverside Products & Services April 1998 - February 2000
Thomas & Betts October 1995 - March 1998
Deloitte & Touche June 1993 - October 1995
Skills
Sarbanes-Oxley Act, Cash Management, Accounting, Banking Relationships, Treasury Management, Treasury, Corporate Finance, Managerial Finance, Variance Analysis, Leadership, Auditing, Internal Audit, Sarbanes-Oxley, Cash Flow Forecasting, SEC filings, Working Capital..., Cash Flow, Consolidation, GAAP, Internal Controls, Cost Accounting, Acquisition Integration, Forecasting, SEC Filings
Education
Auburn University 1989 — 1993
BS, Accountancy, Summa Cum Laude
Auburn University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
David Russ's Formation Capital Experience March 2010 - Present
Job Managing Director at Formation Capital
Industry Venture Capital & Private Equity
Experience
Formation Capital March 2010 - Present
RBC Capital Markets January 2008 - December 2009
Bear Stearns August 2000 - November 2007
Skills
Valuation, Private Equity, Due Diligence, Financial Modeling, Investment Banking, Capital Markets, Mergers & Acquisitions, Investments, Asset Management, Financial Structuring, Financial Analysis, Venture Capital, Portfolio Management, Structured Finance, Corporate Finance, Alternative Investments, Acquisitions, Hedge Funds, Real Estate Economics, Equities
Education
Duke University - The Fuqua School of Business 1998 — 2000
Master of Business Administration (MBA)
Vanderbilt University 1990 — 1994
Bachelor of Arts (BA)
Formation Capital March 2010 - Present
RBC Capital Markets January 2008 - December 2009
Bear Stearns August 2000 - November 2007
Skills
Valuation, Private Equity, Due Diligence, Financial Modeling, Investment Banking, Capital Markets, Mergers & Acquisitions, Investments, Asset Management, Financial Structuring, Financial Analysis, Venture Capital, Portfolio Management, Structured Finance, Corporate Finance, Alternative Investments, Acquisitions, Hedge Funds, Real Estate Economics, Equities
Education
Duke University - The Fuqua School of Business 1998 — 2000
Master of Business Administration (MBA)
Vanderbilt University 1990 — 1994
Bachelor of Arts (BA)
Melissa Stapleton's Formation Capital Experience January 2009 - August 2010
Job Corporate Controller at Peak Campus Companies
Industry Real Estate
Experience
Peak Campus Companies January 2013 - Present
Wood Partners April 2010 - December 2012
Formation Capital January 2009 - August 2010
Novare Group October 2004 - January 2009
Skills
Financial Analysis, Due Diligence, Financial Reporting, Accounting, Financial Modeling, SEC filings, GAAP, Budgets
Education
University of Southern Mississippi 1994 — 1997
Master of Professional Accountancy
Peak Campus Companies January 2013 - Present
Wood Partners April 2010 - December 2012
Formation Capital January 2009 - August 2010
Novare Group October 2004 - January 2009
Skills
Financial Analysis, Due Diligence, Financial Reporting, Accounting, Financial Modeling, SEC filings, GAAP, Budgets
Education
University of Southern Mississippi 1994 — 1997
Master of Professional Accountancy
John Crassweller's Formation Capital Experience February 2015 - Present
Job Vice President at Formation Capital
Industry Banking
Experience
Formation Capital February 2015 - Present
Oxford Finance LLC June 2014 - February 2015
The PrivateBank and Trust Company May 2010 - June 2014
The Inland Real Estate Group of Companies, Inc. April 2007 - April 2010
Charter One Bank June 2005 - April 2007
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
Bachelors, Finance
Formation Capital February 2015 - Present
Oxford Finance LLC June 2014 - February 2015
The PrivateBank and Trust Company May 2010 - June 2014
The Inland Real Estate Group of Companies, Inc. April 2007 - April 2010
Charter One Bank June 2005 - April 2007
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
Bachelors, Finance
Jason Smith CPA's Formation Capital Experience July 2008 - Present
Job CFO at A. Scott Jackson Trucking, Inc.
Industry Transportation/Trucking/Railroad
Experience
Formation Capital July 2008 - Present
Education
Brigham Young University 1984 — 1987
Bachelor's degree, Accounting
Formation Capital July 2008 - Present
Education
Brigham Young University 1984 — 1987
Bachelor's degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY