Lake Capital
Industry: Private equity company
DescriptionLake Capital Partners is a private equity firm focused on growth capital and leveraged buyout investments in lower middle market companies across a range of service businesses. Founded: 1998 Headquarters: Chicago, IL Number of employees: 35 Founders: Terence Graunke, Paul Yovovich Subsidiary: Trailer Park, Inc. Type of business: Privately held company
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Lake Capital Employees
Employee
Years
Job
Industry
Chris Hill Chris Hill's Lake Capital Experience July 2004 - June 2006
Job
Industry Internet
Experience
Rally Health October 2014 - Present
PerkSpot June 2006 - Present
Griffith Tutoring March 2006 - Present
Spotlite June 2006 - October 2014
Lake Capital July 2004 - June 2006
Houlihan Lokey Howard & Zukin May 2002 - June 2004
Arthur Andersen September 2001 - April 2002
Skills
Mergers & Acquisitions, Entrepreneurship, Employee Benefits, Private Equity, Business Development, Venture Capital, Strategy, Investments, Leadership, Competitive Analysis, Strategic Partnerships, Mergers, Start-ups, New Business Development, Enterprise Technology..., Executive Management, Bootstrapping, Corporate Development
Education
Taylor University 1997 — 2001
BS
Libertyville High School 1993 — 1997
Rally Health October 2014 - Present
PerkSpot June 2006 - Present
Griffith Tutoring March 2006 - Present
Spotlite June 2006 - October 2014
Lake Capital July 2004 - June 2006
Houlihan Lokey Howard & Zukin May 2002 - June 2004
Arthur Andersen September 2001 - April 2002
Skills
Mergers & Acquisitions, Entrepreneurship, Employee Benefits, Private Equity, Business Development, Venture Capital, Strategy, Investments, Leadership, Competitive Analysis, Strategic Partnerships, Mergers, Start-ups, New Business Development, Enterprise Technology..., Executive Management, Bootstrapping, Corporate Development
Education
Taylor University 1997 — 2001
BS
Libertyville High School 1993 — 1997
Kyle M. Rasmussen Kyle M. Rasmussen's Lake Capital Experience August 2014 - Present
Job Associate at Lake Capital
Industry Venture Capital & Private Equity
Experience
Lake Capital August 2014 - Present
Silver Cloud Consulting May 2014 - August 2014
EY September 2012 - April 2014
Wormhole IT October 2013 - November 2013
EY April 2012 - September 2012
EY April 2011 - April 2012
EY September 2007 - April 2011
EY June 2006 - October 2006
IMI Resort Holdings May 2005 - August 2005
Skills
Accounting, Financial Analysis, Due Diligence, Finance, CPA, Financial Modeling, External Audit, Team Leadership, Assurance, Microsoft Excel, Accounting Research, Microsoft Word, Mergers & Acquisitions, Buy-side, Capital IQ, Project Management, Transaction Services, Excel Modeling, Microsoft Powepoint, Microsoft Access, Sell Side, Industry Research, Business Valuation, Enterprise Valuation, Private Equity, Acquisition Integration, Deal Sourcing, Business Strategy, Strategy, Strategic Planning, Valuation, Equity Valuation, Valuation Modeling, DCF Valuation, LBO, Venture Capital, Venture Financing, Start-up Consulting, Start-up Ventures, Start-up Environment
Education
Oakland University 2006 — 2007
MS
Central Michigan University 2002 — 2006
BS
Midland High School 1998 — 2002
Lake Capital August 2014 - Present
Silver Cloud Consulting May 2014 - August 2014
EY September 2012 - April 2014
Wormhole IT October 2013 - November 2013
EY April 2012 - September 2012
EY April 2011 - April 2012
EY September 2007 - April 2011
EY June 2006 - October 2006
IMI Resort Holdings May 2005 - August 2005
Skills
Accounting, Financial Analysis, Due Diligence, Finance, CPA, Financial Modeling, External Audit, Team Leadership, Assurance, Microsoft Excel, Accounting Research, Microsoft Word, Mergers & Acquisitions, Buy-side, Capital IQ, Project Management, Transaction Services, Excel Modeling, Microsoft Powepoint, Microsoft Access, Sell Side, Industry Research, Business Valuation, Enterprise Valuation, Private Equity, Acquisition Integration, Deal Sourcing, Business Strategy, Strategy, Strategic Planning, Valuation, Equity Valuation, Valuation Modeling, DCF Valuation, LBO, Venture Capital, Venture Financing, Start-up Consulting, Start-up Ventures, Start-up Environment
Education
Oakland University 2006 — 2007
MS
Central Michigan University 2002 — 2006
BS
Midland High School 1998 — 2002
Christopher Scales Christopher Scales's Lake Capital Experience July 2012 - Present
Job Senior Associate at Lake Capital
Industry Venture Capital & Private Equity
Experience
Lake Capital July 2012 - Present
Bank of America Merrill Lynch August 2010 - June 2012
Bank of America June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Private Equity, Due Diligence, Financial Analysis, Mergers & Acquisitions, Strategy, Microsoft Excel, Banking, PowerPoint
Education
Stanford University 2006 — 2010
Bachelor of Arts (BA)
Barrington High School 2002 — 2006
High School
Lake Capital July 2012 - Present
Bank of America Merrill Lynch August 2010 - June 2012
Bank of America June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Private Equity, Due Diligence, Financial Analysis, Mergers & Acquisitions, Strategy, Microsoft Excel, Banking, PowerPoint
Education
Stanford University 2006 — 2010
Bachelor of Arts (BA)
Barrington High School 2002 — 2006
High School
Howard Choi Howard Choi's Lake Capital Experience January 2007 - September 2011
Job Principal at BridgeCrest Partners
Industry Venture Capital & Private Equity
Experience
BridgeCrest Partners April 2014 - Present
Castle Crow & Company August 2013 - March 2014
Notus June 2011 - December 2012
Lake Capital January 2007 - September 2011
Cook Associates April 2004 - December 2006
Cook Associates November 2003 - April 2004
Skills
Private Equity, Investments, Investment Banking, Mergers, Corporate Development, Due Diligence, Valuation, Financial Modeling, New Business Development, Research, M&A experience, Competitive Analysis, Financial Analysis, Deal Sourcing, Industry Analysis, Deal Structuring, Excel
Education
Northwestern University 2007 — 2007
University of Wisconsin-Madison 1998 — 2003
B.S., Economics
BridgeCrest Partners April 2014 - Present
Castle Crow & Company August 2013 - March 2014
Notus June 2011 - December 2012
Lake Capital January 2007 - September 2011
Cook Associates April 2004 - December 2006
Cook Associates November 2003 - April 2004
Skills
Private Equity, Investments, Investment Banking, Mergers, Corporate Development, Due Diligence, Valuation, Financial Modeling, New Business Development, Research, M&A experience, Competitive Analysis, Financial Analysis, Deal Sourcing, Industry Analysis, Deal Structuring, Excel
Education
Northwestern University 2007 — 2007
University of Wisconsin-Madison 1998 — 2003
B.S., Economics
Dave Hoffer Dave Hoffer's Lake Capital Experience January 2009 - January 2009
Job Trader at Marquette Partners
Industry Financial Services
Experience
Marquette Partners February 2011 - Present
Andrie trading July 2009 - February 2011
DISASTER RELIEF VOLUNTEER SERVICES September 2005 - September 2009
Lake Capital January 2009 - January 2009
Accenture July 2007 - June 2008
Skender Construction Company May 2006 - August 2006
ELKAY May 2005 - August 2005
Skills
Financial Modeling
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Master of Science, Finance; Quantitative Finance
University of Illinois at Urbana-Champaign 2008 — 2009
Master of Science, Finance; Quantitative Finance
University of Cape Town 2007 — 2007
Exchange, Exchange Student in Enterprise Management
University of Cape Town 2006 — 2007
PDEM, Entrepreneurship
University of Illinois at Urbana 2002 — 2007
Bachelor of Science, General Engineering; Engineering Administration
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelors, General Engineering
Marquette Partners February 2011 - Present
Andrie trading July 2009 - February 2011
DISASTER RELIEF VOLUNTEER SERVICES September 2005 - September 2009
Lake Capital January 2009 - January 2009
Accenture July 2007 - June 2008
Skender Construction Company May 2006 - August 2006
ELKAY May 2005 - August 2005
Skills
Financial Modeling
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Master of Science, Finance; Quantitative Finance
University of Illinois at Urbana-Champaign 2008 — 2009
Master of Science, Finance; Quantitative Finance
University of Cape Town 2007 — 2007
Exchange, Exchange Student in Enterprise Management
University of Cape Town 2006 — 2007
PDEM, Entrepreneurship
University of Illinois at Urbana 2002 — 2007
Bachelor of Science, General Engineering; Engineering Administration
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelors, General Engineering
Bill Sommerschield Bill Sommerschield's Lake Capital Experience July 2012 - October 2014
Job Vice President at Keystone Capital, Inc.
Industry Venture Capital & Private Equity
Experience
Keystone Capital, Inc. October 2014 - Present
Lake Capital July 2012 - October 2014
Morgan Stanley March 2011 - July 2012
WONDER, LLC September 2008 - March 2011
Credit Suisse January 2006 - July 2008
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Due Diligence, Mergers, Venture Capital, Corporate Development, Investment Banking, Corporate Finance, Investments, Business Strategy
Education
Miami University 2001 — 2005
BA Finance, Finance, Entrepreneurship
Keystone Capital, Inc. October 2014 - Present
Lake Capital July 2012 - October 2014
Morgan Stanley March 2011 - July 2012
WONDER, LLC September 2008 - March 2011
Credit Suisse January 2006 - July 2008
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Due Diligence, Mergers, Venture Capital, Corporate Development, Investment Banking, Corporate Finance, Investments, Business Strategy
Education
Miami University 2001 — 2005
BA Finance, Finance, Entrepreneurship
Lawrence Paige Lawrence Paige's Lake Capital Experience May 1998 - October 2001
Job Accountant & Financial Motivator at Daruma Capital Management, LLC
Industry Investment Management
Experience
Daruma Capital Management, LLC April 2013 - Present
Fidelity Investments June 2005 - March 2013
Brooks International Speakers & Entertainment Bureau August 2004 - February 2009
Franklin Templeton Investments April 2002 - May 2005
GE Capital November 2001 - March 2002
Lake Capital May 1998 - October 2001
Skills
Investments, Investment Banking, Capital Management, Hedge Funds, Accounting, CPA, Financial Audits, Tax, Motivational Speaking, Public Speaking, Employee Training, Banking, Customer Service, Money Management, Retirement Planning, Finance, Corporate Finance, Financial Advisory, Bonds, Alternative Investments, Strategic Financial...
Education
New York University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Stanford University 1993 — 1997
Bachelor of Arts (B.A.), International Economics & Public Finance
Daruma Capital Management, LLC April 2013 - Present
Fidelity Investments June 2005 - March 2013
Brooks International Speakers & Entertainment Bureau August 2004 - February 2009
Franklin Templeton Investments April 2002 - May 2005
GE Capital November 2001 - March 2002
Lake Capital May 1998 - October 2001
Skills
Investments, Investment Banking, Capital Management, Hedge Funds, Accounting, CPA, Financial Audits, Tax, Motivational Speaking, Public Speaking, Employee Training, Banking, Customer Service, Money Management, Retirement Planning, Finance, Corporate Finance, Financial Advisory, Bonds, Alternative Investments, Strategic Financial...
Education
New York University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Stanford University 1993 — 1997
Bachelor of Arts (B.A.), International Economics & Public Finance
Collin Abert's Lake Capital Experience July 2011 - Present
Job Vice President at Lake Capital
Industry Venture Capital & Private Equity
Experience
Lake Capital July 2011 - Present
J.P. Morgan June 2008 - June 2011
J.P. Morgan May 2007 - August 2007
Skills
Due Diligence, Mergers & Acquisitions, Valuation, Financial Modeling, Portfolio Management, Business Strategy, Business Analysis, Financial Analysis, Risk Management, Management Consulting, Corporate Finance, Business Development, Strategy, Private Equity, LBO
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor's Degree, Finance and Accounting
Lake Capital July 2011 - Present
J.P. Morgan June 2008 - June 2011
J.P. Morgan May 2007 - August 2007
Skills
Due Diligence, Mergers & Acquisitions, Valuation, Financial Modeling, Portfolio Management, Business Strategy, Business Analysis, Financial Analysis, Risk Management, Management Consulting, Corporate Finance, Business Development, Strategy, Private Equity, LBO
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor's Degree, Finance and Accounting
Andrew Adams Andrew Adams's Lake Capital Experience July 2009 - June 2012
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company January 2015 - Present
Medtronic June 2013 - August 2013
Lake Capital July 2009 - June 2012
J.P. Morgan July 2007 - June 2009
Skills
Valuation, Due Diligence, Portfolio Management, Mergers & Acquisitions, Business Strategy, Analysis, Financial Analysis, Financial Modeling, Management Consulting, Risk Management, Corporate Finance, Finance, Managerial Finance, Business Development, Strategy, Strategic Planning, Management, Acquisition Integration, Business Analysis, Investments, Leadership, Start-ups, Private Equity, Financial Reporting, Venture Capital, Divestitures, Executive Management, Corporate Development, Deal Sourcing, Marketing, Entrepreneurship, Emerging Markets, LBO, Restructuring, Capital Markets, Competitive Analysis, Investor Relations, Acquisitions, CRM, M&A experience, Analytics, Business Valuation, Financial Structuring, Investment Banking, Equities
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Health Care Management
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
BBA, Finance
University of Michigan 2003 — 2007
BBA, Finance
Bain & Company January 2015 - Present
Medtronic June 2013 - August 2013
Lake Capital July 2009 - June 2012
J.P. Morgan July 2007 - June 2009
Skills
Valuation, Due Diligence, Portfolio Management, Mergers & Acquisitions, Business Strategy, Analysis, Financial Analysis, Financial Modeling, Management Consulting, Risk Management, Corporate Finance, Finance, Managerial Finance, Business Development, Strategy, Strategic Planning, Management, Acquisition Integration, Business Analysis, Investments, Leadership, Start-ups, Private Equity, Financial Reporting, Venture Capital, Divestitures, Executive Management, Corporate Development, Deal Sourcing, Marketing, Entrepreneurship, Emerging Markets, LBO, Restructuring, Capital Markets, Competitive Analysis, Investor Relations, Acquisitions, CRM, M&A experience, Analytics, Business Valuation, Financial Structuring, Investment Banking, Equities
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Health Care Management
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
BBA, Finance
University of Michigan 2003 — 2007
BBA, Finance
Kevin Rowe Kevin Rowe's Lake Capital Experience December 2003 - Present
Job
Industry Venture Capital & Private Equity
Experience
WBB (formerly NetStar-1) January 2011 - Present
Lake Capital December 2003 - Present
Nth Degree November 2001 - December 2003
Agency.com October 1998 - October 2001
Eagle River Interactive November 1991 - October 1997
SHL Systemhouse November 1991 - October 1996
Andersen Consulting (Accenture) July 1981 - October 1991
Arthur Andersen & Co. 1981 - 1984
Skills
Mergers, Private Equity, Due Diligence, Business Strategy, Business Development, Financial Modeling, Corporate Development, LBO, Venture Capital, Start-ups, Valuation, Acquisition Integration, Business Valuation, Buyouts, Capital, Corporate Finance, Deal Sourcing, Divestitures, Entrepreneurship, Executive Management, Finance, Financial Analysis, Financial Structuring, Growth Capital, Investment Banking, Investments, Investor Relations, M, Management, Management Consulting, Mergers, New Business Development, Portfolio Management, Private Placements, Restructuring, Risk Management, Strategic Partnerships, Strategic Planning, Strategy
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
B.S., Finance
WBB (formerly NetStar-1) January 2011 - Present
Lake Capital December 2003 - Present
Nth Degree November 2001 - December 2003
Agency.com October 1998 - October 2001
Eagle River Interactive November 1991 - October 1997
SHL Systemhouse November 1991 - October 1996
Andersen Consulting (Accenture) July 1981 - October 1991
Arthur Andersen & Co. 1981 - 1984
Skills
Mergers, Private Equity, Due Diligence, Business Strategy, Business Development, Financial Modeling, Corporate Development, LBO, Venture Capital, Start-ups, Valuation, Acquisition Integration, Business Valuation, Buyouts, Capital, Corporate Finance, Deal Sourcing, Divestitures, Entrepreneurship, Executive Management, Finance, Financial Analysis, Financial Structuring, Growth Capital, Investment Banking, Investments, Investor Relations, M, Management, Management Consulting, Mergers, New Business Development, Portfolio Management, Private Placements, Restructuring, Risk Management, Strategic Partnerships, Strategic Planning, Strategy
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
B.S., Finance
Holly Curtis Holly Curtis's Lake Capital Experience April 2009 - Present
Job Executive Advisor in Management & Human Resources
Industry Management Consulting
Experience
Lake Capital April 2009 - Present
The People Perspective 2007 - Present
Thomson NETg (former division of Thomson Reuters) 2005 - 2007
KnowledgeNet 1998 - 2004
Mastering, Inc., f/k/a Eagle River Interactive, f/k/a Mastering Computers 1995 - 1998
The Dial Corporation 1994 - 1995
American Express 1992 - 1994
ICI Americas, Inc. 1987 - 1992
Skills
Succession Planning, Workforce Planning, Talent Management, Performance Management, Organizational..., Leadership, Career Management, College Recruiting, Team Management, CRM, Start-ups, Entrepreneurship, Management Consulting, Personnel Management, Training, Human Resources, HRIS, Recruiting, Strategic Partnerships, Leadership Development, Employee Relations, Strategy, Executive Coaching, Strategic Planning, Executive Management, Business Development, Mergers & Acquisitions
Education
Arizona State University, W. P. Carey School of Business 1988 — 1991
MBA
University of Arkansas 1981 — 1985
BSBA, Business and Management
Lake Capital April 2009 - Present
The People Perspective 2007 - Present
Thomson NETg (former division of Thomson Reuters) 2005 - 2007
KnowledgeNet 1998 - 2004
Mastering, Inc., f/k/a Eagle River Interactive, f/k/a Mastering Computers 1995 - 1998
The Dial Corporation 1994 - 1995
American Express 1992 - 1994
ICI Americas, Inc. 1987 - 1992
Skills
Succession Planning, Workforce Planning, Talent Management, Performance Management, Organizational..., Leadership, Career Management, College Recruiting, Team Management, CRM, Start-ups, Entrepreneurship, Management Consulting, Personnel Management, Training, Human Resources, HRIS, Recruiting, Strategic Partnerships, Leadership Development, Employee Relations, Strategy, Executive Coaching, Strategic Planning, Executive Management, Business Development, Mergers & Acquisitions
Education
Arizona State University, W. P. Carey School of Business 1988 — 1991
MBA
University of Arkansas 1981 — 1985
BSBA, Business and Management
Vladan Jovanovic Vladan Jovanovic's Lake Capital Experience January 2012 - May 2012
Job M&A, Strategic Planning, Business Growth, Entrepreneurship
Industry Venture Capital & Private Equity
Experience
Moelis & Company July 2013 - May 2015
Moelis & Company June 2012 - September 2012
Lake Capital January 2012 - May 2012
The Delves Group September 2006 - May 2011
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Business Strategy, Entrepreneurship, Investment Banking, Valuation, New Business Development, Due Diligence, Risk Management, Corporate Development, Recapitalizations, LBO, Management Consulting, Corporate Governance, Deal Sourcing, Term Sheets, Strategic Planning
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Strategic Management, Finance, Entrepreneurship
Moelis & Company July 2013 - May 2015
Moelis & Company June 2012 - September 2012
Lake Capital January 2012 - May 2012
The Delves Group September 2006 - May 2011
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Business Strategy, Entrepreneurship, Investment Banking, Valuation, New Business Development, Due Diligence, Risk Management, Corporate Development, Recapitalizations, LBO, Management Consulting, Corporate Governance, Deal Sourcing, Term Sheets, Strategic Planning
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Strategic Management, Finance, Entrepreneurship
Stan Pepper Stan Pepper's Lake Capital Experience 2006 - 2011
Job Chairman and CEO, The Pepper Companies
Industry Construction
Experience
The Pepper Companies April 2015 - Present
Aldridge Electric 2008 - Present
The Peoples Bank of Arlington Heights 1999 - Present
StratusVue August 2011 - April 2015
McShane Construction Corporation 2008 - April 2015
Pepper Research & Consulting January 2004 - April 2015
Lake Capital 2006 - 2011
Pepper Construction Company June 1976 - December 2002
Skills
Business Development, Succession Planning, Business Strategy, Change Management, Sustainability, Process Scheduler, Contract Negotiation, Management, Project Management, Construction, Mergers & Acquisitions, Construction Management, Business Planning, Start-ups, Contract Management, Purchasing, Strategy, Strategic Planning, Pre-construction, Green Building, Energy, Leadership, Value Engineering, Project Planning, Contractors, Budgets, Procurement, Subcontracting, LEED, Project Bidding, Renovation, LEED AP, Project Estimation, Proposal Writing, SaaS
Education
Monmouth College 1972 — 1976
BA, Business
The Pepper Companies April 2015 - Present
Aldridge Electric 2008 - Present
The Peoples Bank of Arlington Heights 1999 - Present
StratusVue August 2011 - April 2015
McShane Construction Corporation 2008 - April 2015
Pepper Research & Consulting January 2004 - April 2015
Lake Capital 2006 - 2011
Pepper Construction Company June 1976 - December 2002
Skills
Business Development, Succession Planning, Business Strategy, Change Management, Sustainability, Process Scheduler, Contract Negotiation, Management, Project Management, Construction, Mergers & Acquisitions, Construction Management, Business Planning, Start-ups, Contract Management, Purchasing, Strategy, Strategic Planning, Pre-construction, Green Building, Energy, Leadership, Value Engineering, Project Planning, Contractors, Budgets, Procurement, Subcontracting, LEED, Project Bidding, Renovation, LEED AP, Project Estimation, Proposal Writing, SaaS
Education
Monmouth College 1972 — 1976
BA, Business
Andrew Fitzgerald Andrew Fitzgerald's Lake Capital Experience January 2010 - March 2010
Job Managing Director at Hovde Group
Industry Investment Banking
Experience
Hovde Group May 2011 - Present
Farmers Savings Bank January 2013 - Present
Southern Wisconsin Bancshares January 2013 - Present
Southern Colorado Corporation January 2013 - Present
First Bancorp of Durango, Inc. January 2012 - December 2013
Lazard June 2010 - May 2011
Lake Capital January 2010 - March 2010
Ropes & Gray LLP June 2009 - August 2009
Hovde Group December 2005 - August 2007
Hovde Group April 2004 - December 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2010
M.B.A.
Northwestern University School of Law 2007 — 2010
J.D.
Northwestern University 1999 — 2003
B.A.
Hovde Group May 2011 - Present
Farmers Savings Bank January 2013 - Present
Southern Wisconsin Bancshares January 2013 - Present
Southern Colorado Corporation January 2013 - Present
First Bancorp of Durango, Inc. January 2012 - December 2013
Lazard June 2010 - May 2011
Lake Capital January 2010 - March 2010
Ropes & Gray LLP June 2009 - August 2009
Hovde Group December 2005 - August 2007
Hovde Group April 2004 - December 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2010
M.B.A.
Northwestern University School of Law 2007 — 2010
J.D.
Northwestern University 1999 — 2003
B.A.
Eric Stough Eric Stough's Lake Capital Experience August 2001 - July 2004
Job Managing Partner at Stough Partners
Industry Investment Management
Experience
Stough Partners January 2009 - Present
Citadel LLC August 2004 - October 2008
Lake Capital August 2001 - July 2004
William Blair & Company August 1996 - June 1999
Education
Indiana University - Kelley School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Stough Partners January 2009 - Present
Citadel LLC August 2004 - October 2008
Lake Capital August 2001 - July 2004
William Blair & Company August 1996 - June 1999
Education
Indiana University - Kelley School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Jon Westberg Jon Westberg's Lake Capital Experience August 2008 - April 2013
Job Senior Vice President, Sponsor Coverage at PNC
Industry Banking
Experience
PNC Business Credit April 2015 - Present
The PrivateBank May 2013 - April 2015
Lake Capital August 2008 - April 2013
J.P. Morgan Securities Inc. July 2004 - August 2008
Bank One June 2002 - June 2004
Skills
Leveraged Finance, Commercial Banking, Private Equity, Syndications, Financial Modeling, Due Diligence, Mergers & Acquisitions, Corporate Finance, Valuation
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Managerial/Organizational Behavior; Entrepreneurship
Miami University 1998 — 2002
Bachelor's Degree, Finance; Management Information Systems
PNC Business Credit April 2015 - Present
The PrivateBank May 2013 - April 2015
Lake Capital August 2008 - April 2013
J.P. Morgan Securities Inc. July 2004 - August 2008
Bank One June 2002 - June 2004
Skills
Leveraged Finance, Commercial Banking, Private Equity, Syndications, Financial Modeling, Due Diligence, Mergers & Acquisitions, Corporate Finance, Valuation
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Managerial/Organizational Behavior; Entrepreneurship
Miami University 1998 — 2002
Bachelor's Degree, Finance; Management Information Systems
Nicholas Patrick Nicholas Patrick's Lake Capital Experience August 2003 - June 2006
Job Operations and Financial Management Executive
Industry Financial Services
Experience
N/A March 2015 - Present
Citadel LLC September 2006 - March 2015
Lake Capital August 2003 - June 2006
Lehman Brothers July 2001 - June 2003
Skills
Operations Management, Project Management, Corporate FP&A, Strategic Planning, Business Strategy, Business Analysis, Business Development, Business Process, Global Compensation, Compensation Planning, Strategic Communications, Technology Management, Financial Modeling, Hedge Funds, Investments, Private Equity, Investment Banking, Equities, Derivatives
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Corporate Finance and Entrepreneurship
Northwestern University 1997 — 2001
BS, Chemical Engineering
N/A March 2015 - Present
Citadel LLC September 2006 - March 2015
Lake Capital August 2003 - June 2006
Lehman Brothers July 2001 - June 2003
Skills
Operations Management, Project Management, Corporate FP&A, Strategic Planning, Business Strategy, Business Analysis, Business Development, Business Process, Global Compensation, Compensation Planning, Strategic Communications, Technology Management, Financial Modeling, Hedge Funds, Investments, Private Equity, Investment Banking, Equities, Derivatives
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Corporate Finance and Entrepreneurship
Northwestern University 1997 — 2001
BS, Chemical Engineering
Dave Hansen Dave Hansen's Lake Capital Experience 2009 - 2010
Job Business Development Leader
Industry Accounting
Experience
Shepard Schwartz & Harris LLP 2015 - Present
Cognizant 2013 - 2014
Navigant 2010 - 2013
Lake Capital 2009 - 2010
Diversified Search 2008 - 2009
A.T. Kearney 1997 - 2008
Education
University of Michigan
BA, English
Miami University
MBA, Marketing
Shepard Schwartz & Harris LLP 2015 - Present
Cognizant 2013 - 2014
Navigant 2010 - 2013
Lake Capital 2009 - 2010
Diversified Search 2008 - 2009
A.T. Kearney 1997 - 2008
Education
University of Michigan
BA, English
Miami University
MBA, Marketing
Matt Leeds Matt Leeds's Lake Capital Experience July 2007 - July 2009
Job Vice President at Catterton
Industry Venture Capital & Private Equity
Experience
Catterton August 2014 - Present
Irving Place Capital August 2011 - August 2014
Procter & Gamble June 2010 - August 2010
Lake Capital July 2007 - July 2009
JPMorgan July 2005 - July 2007
Education
Wharton School, University of Pennsylvania 2009 — 2011
MBA, Finance and Marketing
Tufts University 2001 — 2005
BA, Triple major in Math, Psychology, Quantitative Economics
Calabasas High School 1997 — 2001
Catterton August 2014 - Present
Irving Place Capital August 2011 - August 2014
Procter & Gamble June 2010 - August 2010
Lake Capital July 2007 - July 2009
JPMorgan July 2005 - July 2007
Education
Wharton School, University of Pennsylvania 2009 — 2011
MBA, Finance and Marketing
Tufts University 2001 — 2005
BA, Triple major in Math, Psychology, Quantitative Economics
Calabasas High School 1997 — 2001
Rod Feuer Rod Feuer's Lake Capital Experience August 2009 - August 2010
Job Chief Operating Officer at Signpost
Industry Internet
Experience
Signpost January 2014 - Present
Magnetic July 2013 - January 2014
Magnetic March 2013 - July 2013
AppNexus February 2012 - January 2013
AppNexus October 2011 - January 2012
MediaWhiz Holdings LLC December 2010 - October 2011
MediaWhiz Holdings LLC August 2010 - December 2010
Lake Capital August 2009 - August 2010
Bain & Company September 2006 - August 2009
Strong Capital Management -- Pence Team May 2002 - May 2004
Skills
Business Strategy, Analytics, Strategic Planning, Valuation, Due Diligence, Strategy, Start-ups, Entrepreneurship, Business Development, Leadership, Equity Research, Private Equity, Management Consulting, Business Operations, Non-profit Boards, Financial Analysis, Venture Capital, Investment Management, Strategic Partnerships, Investment Banking, Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Corporate Development, Strategic Consulting, Acquisition Integration, E-commerce, Market Research, Corporate Finance, Product Management
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Strategy, Finance, Marketing
Duke University 1995 — 1999
B.S., Economics
Signpost January 2014 - Present
Magnetic July 2013 - January 2014
Magnetic March 2013 - July 2013
AppNexus February 2012 - January 2013
AppNexus October 2011 - January 2012
MediaWhiz Holdings LLC December 2010 - October 2011
MediaWhiz Holdings LLC August 2010 - December 2010
Lake Capital August 2009 - August 2010
Bain & Company September 2006 - August 2009
Strong Capital Management -- Pence Team May 2002 - May 2004
Skills
Business Strategy, Analytics, Strategic Planning, Valuation, Due Diligence, Strategy, Start-ups, Entrepreneurship, Business Development, Leadership, Equity Research, Private Equity, Management Consulting, Business Operations, Non-profit Boards, Financial Analysis, Venture Capital, Investment Management, Strategic Partnerships, Investment Banking, Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Corporate Development, Strategic Consulting, Acquisition Integration, E-commerce, Market Research, Corporate Finance, Product Management
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Strategy, Finance, Marketing
Duke University 1995 — 1999
B.S., Economics
Doug Rescho's Lake Capital Experience 2006 - Present
Job Principal at Lake Capital
Industry Venture Capital & Private Equity
Experience
Lake Capital 2006 - Present
Citigroup 2004 - 2006
Standard & Poor’s 2003 - 2004
Skills
Valuation, Investment Banking, Financial Modeling, LBO, Due Diligence, Mergers, Corporate Finance, Venture Capital, Investments, Financial Analysis, Corporate Development, Buyouts, Mergers & Acquisitions, Finance, Restructuring, Portfolio Management, Business Valuation, Financial Structuring, Financial Reporting, Capital Markets, Divestitures, DCF, M&A experience, Leveraged Finance, Equities, Growth Capital, Capital, Private Placements, Acquisition Integration, Capital Raising, Deal Sourcing, Emerging Markets, Alternative Investments, Acquisitions, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science in Finance and Minor in Information Technology Studies, Finance, Graduated with a distinction of Honors
Lake Capital 2006 - Present
Citigroup 2004 - 2006
Standard & Poor’s 2003 - 2004
Skills
Valuation, Investment Banking, Financial Modeling, LBO, Due Diligence, Mergers, Corporate Finance, Venture Capital, Investments, Financial Analysis, Corporate Development, Buyouts, Mergers & Acquisitions, Finance, Restructuring, Portfolio Management, Business Valuation, Financial Structuring, Financial Reporting, Capital Markets, Divestitures, DCF, M&A experience, Leveraged Finance, Equities, Growth Capital, Capital, Private Placements, Acquisition Integration, Capital Raising, Deal Sourcing, Emerging Markets, Alternative Investments, Acquisitions, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science in Finance and Minor in Information Technology Studies, Finance, Graduated with a distinction of Honors
Amy LaBan, CFA Amy LaBan, CFA's Lake Capital Experience August 1996 - June 2007
Job Experienced Ibanking/private equity professional with expertise in business development, IR/fundraising, marketing/PR
Industry Investment Banking
Experience
Petsky Prunier LLC February 2008 - Present
Lake Capital August 1996 - June 2007
Skills
Private Placements, Private Equity, Investment Banking, Equities, Investments, Entrepreneurship, Business Development, Strategy, Marketing Strategy, Strategic Planning, Fundraising, Marketing, Awesomeness, General Awesomeness, Portfolio Management, Investor Relations, Mergers & Acquisitions
Education
CFA Institute 1998 — 2000
CFA, Chartered Financial Analyst
Northwestern University - Kellogg School of Management 1987 — 1989
University of Pennsylvania 1981 — 1985
BA, Asian Studies
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Business
Petsky Prunier LLC February 2008 - Present
Lake Capital August 1996 - June 2007
Skills
Private Placements, Private Equity, Investment Banking, Equities, Investments, Entrepreneurship, Business Development, Strategy, Marketing Strategy, Strategic Planning, Fundraising, Marketing, Awesomeness, General Awesomeness, Portfolio Management, Investor Relations, Mergers & Acquisitions
Education
CFA Institute 1998 — 2000
CFA, Chartered Financial Analyst
Northwestern University - Kellogg School of Management 1987 — 1989
University of Pennsylvania 1981 — 1985
BA, Asian Studies
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Business
Matt Heffernan Matt Heffernan's Lake Capital Experience February 2014 - Present
Job Director of Information Technology at Lake Capital
Industry Information Technology and Services
Experience
Lake Capital February 2014 - Present
Horizon Pharma November 2011 - October 2013
Burwood Group January 2011 - November 2011
Sperco Associates June 2007 - December 2010
Advent Systems July 2005 - May 2007
United States Steel Corporation May 2003 - June 2005
Skills
Managed Services, Virtualization, VMware, NetApp, EMC Storage, Active Directory, Hyper-V, Microsoft Servers, Data Center, Disaster Recovery, Storage Area Networks, VoIP, Server Architecture, Strategic Leadership, Servers, Network Design, Cisco Technologies, Infrastructure, SAN, Unified Communications, IT Strategy, Cloud Computing, IT Service Management, Citrix, Storage Virtualization, Storage, ITIL, Security, Enterprise Storage, NAS, Network Security, Information Technology, VMware ESX, Microsoft Exchange, Firewalls, VMware Infrastructure, Enterprise Software, WAN
Education
DePaul University
Indiana University-Northwest
Lake Capital February 2014 - Present
Horizon Pharma November 2011 - October 2013
Burwood Group January 2011 - November 2011
Sperco Associates June 2007 - December 2010
Advent Systems July 2005 - May 2007
United States Steel Corporation May 2003 - June 2005
Skills
Managed Services, Virtualization, VMware, NetApp, EMC Storage, Active Directory, Hyper-V, Microsoft Servers, Data Center, Disaster Recovery, Storage Area Networks, VoIP, Server Architecture, Strategic Leadership, Servers, Network Design, Cisco Technologies, Infrastructure, SAN, Unified Communications, IT Strategy, Cloud Computing, IT Service Management, Citrix, Storage Virtualization, Storage, ITIL, Security, Enterprise Storage, NAS, Network Security, Information Technology, VMware ESX, Microsoft Exchange, Firewalls, VMware Infrastructure, Enterprise Software, WAN
Education
DePaul University
Indiana University-Northwest
Tiffany Obenchain Tiffany Obenchain's Lake Capital Experience July 2009 - August 2012
Job Principal at Insignia Capital Group
Industry Venture Capital & Private Equity
Experience
Insignia Capital Group February 2014 - Present
HarbourVest Partners August 2012 - January 2014
Lake Capital July 2009 - August 2012
Lake Capital July 2005 - July 2007
JPMorgan July 2003 - July 2005
Education
Harvard Business School 2007 — 2009
MBA
Northwestern University 1999 — 2003
Insignia Capital Group February 2014 - Present
HarbourVest Partners August 2012 - January 2014
Lake Capital July 2009 - August 2012
Lake Capital July 2005 - July 2007
JPMorgan July 2003 - July 2005
Education
Harvard Business School 2007 — 2009
MBA
Northwestern University 1999 — 2003
Mark Tebbe Mark Tebbe's Lake Capital Experience August 2008 - Present
Job Adjunct Professor of Entrepreneurship at University of Chicago Booth School of Business
Industry Information Technology and Services
Experience
University of Chicago Booth School of Business July 2013 - Present
World Business Chicago May 2015 - Present
1871 November 2013 - Present
Chicagoland Entrepreneurial Center November 2013 - Present
University of Chicago Booth School of Business September 2012 - Present
Lake Capital August 2008 - Present
Merrick Ventures February 2007 - Present
Answers.com October 2004 - April 2011
Techra Networks July 2002 - September 2008
GuruNet December 1998 - October 2004
Skills
Entrepreneurship, Start-ups, Venture Capital, Strategy, Corporate Development, Mergers & Acquisitions, Business Strategy, Business Development, Analytics, Strategic Partnerships, Strategic Planning, E-commerce, Product Management, Private Equity, SaaS, Mergers, Digital Strategy, Leadership, Management Consulting, Digital Marketing, Marketing Strategy, New Media
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Computer Science
Gillespie High School 1975 — 1979
Diploma
University of Chicago Booth School of Business July 2013 - Present
World Business Chicago May 2015 - Present
1871 November 2013 - Present
Chicagoland Entrepreneurial Center November 2013 - Present
University of Chicago Booth School of Business September 2012 - Present
Lake Capital August 2008 - Present
Merrick Ventures February 2007 - Present
Answers.com October 2004 - April 2011
Techra Networks July 2002 - September 2008
GuruNet December 1998 - October 2004
Skills
Entrepreneurship, Start-ups, Venture Capital, Strategy, Corporate Development, Mergers & Acquisitions, Business Strategy, Business Development, Analytics, Strategic Partnerships, Strategic Planning, E-commerce, Product Management, Private Equity, SaaS, Mergers, Digital Strategy, Leadership, Management Consulting, Digital Marketing, Marketing Strategy, New Media
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Computer Science
Gillespie High School 1975 — 1979
Diploma
Estelle Korolis Souleles's Lake Capital Experience March 2011 - August 2012
Job
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners August 2012 - Present
Lake Capital March 2011 - August 2012
JPMorgan Chase April 2008 - March 2011
Madison Dearborn Partners August 2005 - April 2008
Arthur Andersen 1998 - 2002
Skills
Financial Analysis, Accounting, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Due Diligence, Valuation, GAAP, Investments, Tax, Corporate Finance
Education
DePaul University 1994 — 1998
Bachelor of Science, Accounting
Guggenheim Partners August 2012 - Present
Lake Capital March 2011 - August 2012
JPMorgan Chase April 2008 - March 2011
Madison Dearborn Partners August 2005 - April 2008
Arthur Andersen 1998 - 2002
Skills
Financial Analysis, Accounting, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Due Diligence, Valuation, GAAP, Investments, Tax, Corporate Finance
Education
DePaul University 1994 — 1998
Bachelor of Science, Accounting
Douglas Troy's Lake Capital Experience April 2007 - October 2012
Job Chief Operating and Financial Officer at Trailer Park
Industry Marketing and Advertising
Experience
Trailer Park (part of the Engine Group and a Lake Capital portfolio company) July 2009 - Present
Lake Capital April 2007 - October 2012
Interpublic Group 2001 - 2006
Jordan Industries, Inc. 1999 - 2001
Utilities, Inc. 1992 - 1999
PricewaterhouseCoopers 1988 - 1992
Skills
Mergers, Business Strategy, Start-ups, Strategic Planning, Leadership, Marketing, Mergers & Acquisitions, Private Equity
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (MBA)
Indiana University Bloomington 1985 — 1988
Bachelor's Degree
Trailer Park (part of the Engine Group and a Lake Capital portfolio company) July 2009 - Present
Lake Capital April 2007 - October 2012
Interpublic Group 2001 - 2006
Jordan Industries, Inc. 1999 - 2001
Utilities, Inc. 1992 - 1999
PricewaterhouseCoopers 1988 - 1992
Skills
Mergers, Business Strategy, Start-ups, Strategic Planning, Leadership, Marketing, Mergers & Acquisitions, Private Equity
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (MBA)
Indiana University Bloomington 1985 — 1988
Bachelor's Degree
Thomas McDonough's Lake Capital Experience April 2008 - February 2014
Job Director of Operations at Magellan Development
Industry Information Technology and Services
Experience
Magellan Development March 2014 - Present
Blackhawk Group November 2007 - Present
Lake Capital April 2008 - February 2014
Madison Dearborn Partners, LLC November 1997 - August 2007
Digital Planet Imaging, Inc. January 1997 - November 1997
Business Systems Corporation of America (BSCA) 1995 - 1997
Color Image Inc. 1993 - 1995
Artform Communications 1992 - 1993
Compdisk 1991 - 1992
Skills
Blackberry, ActiveSync, iPhone, IT Management, IT Operations, IS Security, IT Strategy, IT architectures, Sailing, Professional Services, Start-ups, Information Technology, IT Service Management, Information Security, Software Documentation, Servers, Cloud Computing, SharePoint, Management, Enterprise Software, Mergers & Acquisitions, Business Analysis, Disaster Recovery, Data Center, Vendor Management, SaaS, Project Management, Networking, Program Management, Computer Architecture, Strategy, Infrastructure, Executive Management, Enterprise Architecture, Leadership, Security, Strategic Planning, Integration
Education
Southern Illinois University, Edwardsville 1986 — 1991
Chaminade 1979 — 1986
High School
Magellan Development March 2014 - Present
Blackhawk Group November 2007 - Present
Lake Capital April 2008 - February 2014
Madison Dearborn Partners, LLC November 1997 - August 2007
Digital Planet Imaging, Inc. January 1997 - November 1997
Business Systems Corporation of America (BSCA) 1995 - 1997
Color Image Inc. 1993 - 1995
Artform Communications 1992 - 1993
Compdisk 1991 - 1992
Skills
Blackberry, ActiveSync, iPhone, IT Management, IT Operations, IS Security, IT Strategy, IT architectures, Sailing, Professional Services, Start-ups, Information Technology, IT Service Management, Information Security, Software Documentation, Servers, Cloud Computing, SharePoint, Management, Enterprise Software, Mergers & Acquisitions, Business Analysis, Disaster Recovery, Data Center, Vendor Management, SaaS, Project Management, Networking, Program Management, Computer Architecture, Strategy, Infrastructure, Executive Management, Enterprise Architecture, Leadership, Security, Strategic Planning, Integration
Education
Southern Illinois University, Edwardsville 1986 — 1991
Chaminade 1979 — 1986
High School
Emily Wehri's Lake Capital Experience January 2007 - Present
Job Senior Accountant at Lake Capital
Industry Venture Capital & Private Equity
Experience
Lake Capital January 2007 - Present
ROCG June 2004 - August 2006
NCR Corporation February 2003 - May 2004
NCR Corporation May 2000 - February 2003
Education
University of Dayton 2002 — 2004
MBA
University of Dayton 1997 — 2001
BA, Accounting
Lake Capital January 2007 - Present
ROCG June 2004 - August 2006
NCR Corporation February 2003 - May 2004
NCR Corporation May 2000 - February 2003
Education
University of Dayton 2002 — 2004
MBA
University of Dayton 1997 — 2001
BA, Accounting
Steve Jarmel's Lake Capital Experience 2004 - 2006
Job Private Equity
Industry Financial Services
Experience
Periscope Equity LLC January 2013 - Present
Bridge Investments LLC 2007 - December 2012
Lake Capital 2004 - 2006
IRI 2001 - 2004
Credit Suisse First Boston 2000 - 2001
ABN AMRO Bank N.V. August 1998 - March 2000
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Economics, Accounting
Tulane University 1989 — 1993
BSM
Periscope Equity LLC January 2013 - Present
Bridge Investments LLC 2007 - December 2012
Lake Capital 2004 - 2006
IRI 2001 - 2004
Credit Suisse First Boston 2000 - 2001
ABN AMRO Bank N.V. August 1998 - March 2000
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Economics, Accounting
Tulane University 1989 — 1993
BSM
Carrie Sullivan's Lake Capital Experience 2008 - 2008
Job Director of Financial and Business Planning at Portillo's
Industry Consumer Goods
Experience
Portillo's February 2015 - Present
Wilton Brands 2012 - Present
Wilton Brands March 2014 - February 2015
Fortune Brands June 2008 - October 2012
Lake Capital 2008 - 2008
Glencoe Capital July 2005 - August 2007
Citigroup July 2002 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Mergers, Investment Banking, Corporate Finance, Competitive Analysis, Capital Markets, Portfolio Management, LBO, M&A experience, Business Strategy, Investments
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting, Entrepreneurship and Strategic Management
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS, Finance
Portillo's February 2015 - Present
Wilton Brands 2012 - Present
Wilton Brands March 2014 - February 2015
Fortune Brands June 2008 - October 2012
Lake Capital 2008 - 2008
Glencoe Capital July 2005 - August 2007
Citigroup July 2002 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Mergers, Investment Banking, Corporate Finance, Competitive Analysis, Capital Markets, Portfolio Management, LBO, M&A experience, Business Strategy, Investments
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting, Entrepreneurship and Strategic Management
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS, Finance
Steve Wierema's Lake Capital Experience July 2007 - July 2010
Job Vice President at Kayne Anderson Senior Credit Fund
Industry Financial Services
Experience
Kayne Anderson Senior Credit Fund January 2012 - Present
Lake Capital July 2007 - July 2010
Citigroup July 2005 - July 2007
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Mergers, Investments, Due Diligence, Corporate Finance, Financial Analysis, Business Valuation, Venture Capital, LBO
Education
University of Chicago 2010 — 2012
MBA
University of Notre Dame 2001 — 2005
BBA, Finance
Montini Catholic High School 1997 — 2001
Kayne Anderson Senior Credit Fund January 2012 - Present
Lake Capital July 2007 - July 2010
Citigroup July 2005 - July 2007
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Mergers, Investments, Due Diligence, Corporate Finance, Financial Analysis, Business Valuation, Venture Capital, LBO
Education
University of Chicago 2010 — 2012
MBA
University of Notre Dame 2001 — 2005
BBA, Finance
Montini Catholic High School 1997 — 2001
Ross Glasser's Lake Capital Experience July 2009 - July 2011
Job Principal at Western Technology Investment
Industry Venture Capital & Private Equity
Experience
Western Technology Investment August 2013 - Present
University of Pennsylvania August 2011 - May 2013
Google June 2012 - September 2012
Bypass Lane May 2012 - June 2012
Lake Capital July 2009 - July 2011
Bank of America July 2007 - April 2009
Skills
Strategy, Business Development, Mobile Devices, Mobile Applications, Financial Analysis, Integration, Enterprise Software, Project Planning, Financial Modeling, Valuation, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Venture Capital, Corporate Development, Investments, Capital Markets, Bloomberg, Business Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Entrepreneurship
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Finance, International Business, Economics and Spanish
Western Technology Investment August 2013 - Present
University of Pennsylvania August 2011 - May 2013
Google June 2012 - September 2012
Bypass Lane May 2012 - June 2012
Lake Capital July 2009 - July 2011
Bank of America July 2007 - April 2009
Skills
Strategy, Business Development, Mobile Devices, Mobile Applications, Financial Analysis, Integration, Enterprise Software, Project Planning, Financial Modeling, Valuation, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Venture Capital, Corporate Development, Investments, Capital Markets, Bloomberg, Business Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Entrepreneurship
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Finance, International Business, Economics and Spanish
Patrick Riggio's Lake Capital Experience August 2014 - Present
Job Associate at Lake Capital
Industry Venture Capital & Private Equity
Experience
Lake Capital August 2014 - Present
Duff & Phelps August 2010 - August 2014
KPMG September 2008 - August 2010
Skills
Due Diligence, Accounting, Private Equity, Mergers
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
B.S., Accountancy
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
B.S., Finance
Lake Capital August 2014 - Present
Duff & Phelps August 2010 - August 2014
KPMG September 2008 - August 2010
Skills
Due Diligence, Accounting, Private Equity, Mergers
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
B.S., Accountancy
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
B.S., Finance
Michael Zeman's Lake Capital Experience 1998 - 2010
Job SVP Client Services/Consumer Engagement at RedBrick Health
Industry Hospital & Health Care
Experience
RedBrick Health February 2014 - Present
United Health Group/Optum 2010 - 2014
Lake Capital 1998 - 2010
Omnicom/Rapp Collins Communications 1992 - 1997
Education
Ferris State University
B.S. Business Marketing
RedBrick Health February 2014 - Present
United Health Group/Optum 2010 - 2014
Lake Capital 1998 - 2010
Omnicom/Rapp Collins Communications 1992 - 1997
Education
Ferris State University
B.S. Business Marketing
Brad Cornell's Lake Capital Experience June 2006 - February 2011
Job Principal at Excellere Partners
Industry Investment Management
Experience
Excellere Partners March 2011 - Present
Lake Capital June 2006 - February 2011
GE Capital 2002 - 2004
William Blair & Company 1999 - 2001
Bank One 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Finance, General
James Madison University 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Excellere Partners March 2011 - Present
Lake Capital June 2006 - February 2011
GE Capital 2002 - 2004
William Blair & Company 1999 - 2001
Bank One 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Finance, General
James Madison University 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
The Carlyle Group
TPG Capital
Apollo Global Management LLC
Cerberus Capital Management
H.I.G. Capital
Advent International
Colony Capital
Summit Partners