Evan Kates*

Director of Financial Operations

Joined Graham:

2025

Professional Bio:

Evan works closely with Graham’s portfolio companies to support growth and conduct analyses required to make strategic, financial, and operational decisions.

Previously, Evan served as a Director at Beckway, a Private Equity consulting platform serving financial sponsors and their portfolio companies. Prior to Beckway, Evan worked for Grant Thornton in their Advisory practice.

Education:

Evan earned his B.A. in Economics from Penn State University and his M.B.A. from the University of Massachusetts Amherst.

Personal:

Originally from Sharon, Massachusetts, Evan is a die-hard Boston sports fan, avid golfer, and skier. He enjoys traveling, going to the beach, and spending time with his family and friends.

Footnote:

*Designates employees of Graham Partners Operating Company (GPOC). GPOC is a wholly-owned subsidiary of Graham Partners, LLC that provides consulting services and coordinates the operations consulting and other services provided by operations executives, industry experts, consultants and outside firms to the Graham Partners portfolio companies, funds, affiliates and other entities. With the exception of personnel designated as employees of GPOC, all Operations Team members are 3rd party contractors who are not employees of Graham Partners, LLC. For further information regarding GPOC, please refer to Part 2A of Graham Partners, LLC’s Form ADV, available on the Investment Adviser Public Disclosure website.