Chris is a seasoned leader with over 15 years of combined B2B sales and general management experience emphasizing Machine-to-Machine (M2M) and Internet of Things (IoT) industries. He currently serves as President and CEO of Graham Partners portfolio company, OptConnect, a one-stop-shop provider of managed wireless connectivity solutions. Chris also serves on Graham Partners’ Technology and Innovation Council.

OptConnect, a Utah-based company, is one of North America’s leading managed service wireless connectivity providers and provides a secure and reliable monitored wireless connection to the internet for unattended equipment that is easy, low-risk, and convenient – all supported by superior customer service infrastructure. Today, OptConnect serves an ever-expanding list of industries and markets, including various applications within Retail and Payments, Cash Automation and Security, Agriculture, Industrial, and Energy, to name a few.

Through Chris’ leadership and tenure, OptConnect’s exponential growth has landed the company on the Inc. 5000 list four years in a row. The company has also been named by Mountain West Capital Network to the “Utah 100” for a fifth time, making it one of the 100 fastest-growing companies in the state. Chris is also the recipient of the 2021 “CEO of the Year” award by Utah Business Magazine.

Chris attended Western Governors University with an emphasis in Business Administration and Management, Weber State University for Business Administration, and a minor in Spanish.

Steve Buonato is an accomplished, business-minded technologist with over 20 years of experience in technology and data analytics.  Steve currently serves as a Principal at BriarVine, an independent management and technology consulting practice specializing in data-driven strategy, planning, product/service innovation, operational transparency, and business transformation. He also serves on Graham Partners’ Technology and Innovation Council.

Steve has worked extensively in San Francisco and Washington, DC tech industries.  He has previously held management roles at large tech/media companies such as Senior Vice President at Demand Media, Vice President at Yahoo, President/CEO at Aquarelle Software, Vice President at Wells Fargo, among others.

Steve earned his bachelor’s degree from the University of Pennsylvania, where he was accepted into the school’s Individualized Major Program and completed a five-year multi-disciplinary Applied Computer Systems program.  He was also an All-Ivy member of the University’s football team that won five Ivy League Championships during his time there.

Drew is a seasoned senior executive with over 35 years of industry experience across a number of technology-based industries. Currently, Drew works part-time for the Colorado State University College of Engineering as Director of Strategic Initiatives. At Colorado State, he also serves on the Engineering Dean’s Advisory Board and served on the College of Business’s Global Leadership Council. Drew currently serves on Graham Partners’ Technology and Innovation Council.

Drew has held several senior leadership roles throughout his career. During a 26-year tenure with Ball Corporation, he served as VP of Technology for Ball Corporate and in a number of senior leadership roles during 19 years at Ball’s Aerospace subsidiary including VP&GM of National Defense, VP of Corporate Strategy and Development, and VP&GM of Advanced Technologies and Products. He also served as CEO for Authentic Labs, a consumer products anti-counterfeiting technology start-up and COO of VR-1, a ground-breaking internet game software company. Drew has also served on a number of Boards and Councils during his career, including the Deming Board at the University of Colorado’s (Boulder) Deming Center for Entrepreneurship, Executive Committee of the Colorado Cleantech Industry Association, Board of Directors of Vexcel Corporation, and the Advisory Board for RavenWindow.

Drew earned both his B.S. in Mechanical Engineering and his M.S. in Mechanical Engineering (Engineering Management) at Colorado State University.

John is an experienced C-suite executive with a proven track record in Fortune 500 companies operating in the automotive, transportation, building materials and consumer goods markets. Most recently, John served as Vice President of Global Engineering for Carrier, where he operated as CTO for the company. He currently serves on Graham Partners’ Technology and Innovation Council.

John has held numerous senior leadership roles throughout his career, including VP of Global Engineering – Building & Industrial Systems for United Technologies, SVP / Chief Quality Officer for Daimler Trucks Detroit Diesel, and as an Executive Engineer and Six Sigma Leader with Cummins. John also serves as a Non-Executive Board Member for European clean-tech firm Exergyn and as an Industrial Advisory Committee Member for Herrick Laboratories at Purdue University.

John earned his B.S. with honors in Mechanical Engineering from University of Strathclyde and a Ph.D. in Engineering from Glasgow Caledonian University. He also holds a graduate certificate in Corporate Governance from Northwestern University’s Kellogg School of Management.

Rich is a respected industry veteran with over 20 years of experience in the technology space. Most recently, he served as President & Chief Security Officer for Critical Infrastructure, LLC, where he worked with Fortune 500 companies as well as venture capital firms to cultivate their security strategies, organization, and development of emerging technologies. Rich currently serves on Graham Partners’ Technology and Innovation Council.

Rich spent over 13 years of his career with Honeywell, where he held several senior leadership positions including VP – Global Chief Security Officer, VP – Global Chief Information Security Officer (CISO), CISO for Honeywell Aerospace, and Leader – Global IT Security Investigations. Prior to Honeywell, Rich also worked for Lucent Technologies Bell Labs Innovations as Technical Investigations Manager. Rich has also served as an advisor in numerous capacities throughout his career, for companies including Parson’s Corporation, AlertEnterprise, TrustMAPP, Verifai, Fletch, Ordr Inc., Blue Hexagon, Cybersecurity Collaborative, Uptake, Demisto, McAfee, and Dell.

Rich earned his B.A. in Criminal Justice, Security Management, Computer Science, and Business from Michigan State University. He also attended Honeywell’s Leadership Development, Management Development, and Executive Management Development Programs.

Elizabeth joined Graham Partners in 2020. At Graham, Elizabeth works on portfolio analytics and plays a key role in managing Graham Partners’ communications with its investors and other external relationships.

Elizabeth earned her B.B.A in Business Administration with a concentration in finance and strategy from the Stephen M. Ross School of Business at the University of Michigan, where she graduated with distinction.

A native from the Philadelphia area, Elizabeth enjoys rooting for Philly sports teams, spending time with family and friends, and trying new restaurants when not working.

Julia joined Graham Partners in 2020. At Graham, Julia provides accounting support across all areas, including reconciliations, bookkeeping for all financial transactions, and managing employee expenses, among other functions.

Prior to joining Graham Partners, Julia served as Administrative Assistant for the Cardiovascular Institute of Philadelphia.

Julia earned her B.A. in Media Studies and Production from Temple University with a minor in Music.

Originally from the Philadelphia area, Julia enjoys spending time with her friends and family, taking care of her house plants, and baking when she is not working.

Megan joined Graham Partners in 2018. At Graham, Megan sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Megan earned her B.S.B.A. in Finance and her B.A. in Economics from the University of Richmond, where she minored in Mathematics and graduated magna cum laude. As an undergraduate, Megan participated in the Graham Partners internship program.

Originally from Hudson, OH, Megan enjoys spending time with her friends and family, running, cycling, traveling, and cheering on Cleveland sports teams.

John joined Graham Partners in 2020. At Graham, John sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

John earned his B.S. in Finance with a secondary concentration in Alternative Investments from Fordham University, where he graduated cum laude. As an undergraduate, John participated in the Graham Partners internship program.

Originally from the Philadelphia area, John enjoys spending time with family and friends, golfing, playing soccer, traveling, and rooting for Philly sports teams.

Monika joined Graham Partners in 2018. At Graham, Monika is responsible for budgeting, forecasting, tax planning, and philanthropic and charitable initiatives, among other functions.

Prior to joining Graham Partners, Monika worked for Deloitte Tax LLP, where she served as a Tax Manager for their Private Wealth and Hedge Funds practices. Prior to Deloitte, Monika worked at Ernst & Young LLP.

Monika earned her B.B.A. in Accounting from Temple University. She earned her Master’s Degree in Taxation from Villanova University.

A native of Philadelphia, Monika enjoys exploring the tri-state area with her husband and children.

Eric joined Graham Partners in 2013. At Graham, Eric oversees certain aspects of the firm’s operations, works on portfolio analytics and plays a key role in managing Graham Partners’ communications with its investors and other external relationships.

Eric’s past and present board directorships include Creative Mines.

Prior to joining Graham Partners, Eric worked for Hamilton Lane. Previous to Hamilton Lane, he worked for InterBay Funding.

Eric earned his B.A. in Economics from the University of Pittsburgh, and his M.B.A. from Villanova University. Eric also holds the Chartered Alternative Investment Analyst designation.

A native of the Philadelphia area, Eric enjoys spending time with his family, and playing golf and baseball when not working.

Jason joined Graham Partners in 2013. At Graham, Jason sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Jason is closely involved with Graham Partners’ investments in Myers EPS, OptConnect, and VPET. His past and present board directorships include Abrisa, BrightPet, Comar, Gatekeeper, HemaSource, Mercer, Myers EPS, OptConnect, and VPET.

Prior to joining Graham Partners, Jason worked for Paine & Partners. Previous to Paine & Partners, he worked for Credit Suisse in its Investment Banking Division.

Jason earned his B.S. in Mathematics with a Specialization in Economics from the University of Chicago, and his M.B.A. from the Tuck School of Business at Dartmouth, where he graduated as an Edward Tuck Scholar with High Distinction. As a graduate student, Jason participated in the Graham Partners Investment Theme Program, joining the firm full-time following graduation.

Originally from New Jersey, Jason enjoys traveling, hiking, and spending time with his family.

Joe joined Graham Partners in 2019. At Graham, Joe sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Prior to joining Graham Partners, Joe worked in commercial banking at PayPal and Meridian Bank.

Joe earned his B.S. in Finance from the Alfred Lerner College of Business and Economics at the University of Delaware and his M.B.A. from Drexel University where he graduated with honors. As a graduate student, Joe participated in the Graham Partners M.B.A. internship program.

Originally from London, Joe enjoys spending his spare time playing soccer, hiking, and traveling. While at the University of Delaware, Joe was on the varsity soccer team.

Dennis joined Graham Partners in 2014. At Graham, Dennis sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Dennis is closely involved with Graham Partners’ investments in Acme, Desser, DTI, and EasyPak. His past and present board directorships include Acme, Desser, DTI, EasyPak, Tidel, and Universal Pure.

Prior to joining Graham Partners, Dennis worked for Newstone Capital Partners. Previous to Newstone Capital Partners, he worked for Lehman Brothers in its Investment Banking Division.

Dennis earned his B.A. in English with a concentration in Information Science from Cornell University, and his M.B.A. from the Tuck School of Business at Dartmouth, where he graduated as an Edward Tuck Scholar. As a graduate student, Dennis participated in the Graham Partners M.B.A. internship program.

Originally from Florida, Dennis enjoys spending time with his wife and four children when not working.

Bob joined Graham Partners as Chief Operating Partner in 2020, where he leads portfolio operations. He works closely with the Investment Team, Operations Team, external industry experts, and portfolio company management teams to drive financial, operational, and product development performance at portfolio companies.

Bob is a seasoned executive with a demonstrated record of driving revenues, profits and cash flow in $300MM to $55B private, public and PE backed industrial technology companies. Bob joined Graham from Kohlberg & Company, where he worked as an operating partner and served as CEO, Executive Chairman, Chairman or Board Director for a number of portfolio companies. Bob’s expertise is in building businesses by expanding geographically, accelerating product development, deploying lean manufacturing, and developing customer-focused sales and marketing strategies. Before Kohlberg, he served as CEO and Board Director of Stolle Machinery, a GSO / Blackstone portfolio company, where he was responsible for global profit and loss, strategic direction, board interface, debt and equity structuring, and more. Bob has held executive roles at several other companies throughout his career, including Terex Corporation, United Technologies Corporation, and Otis Elevator Company. Earlier in his career, Bob served twelve years (active and reserve) with the U.S. Army Special Forces and is a lifetime member of the Special Forces Association.

Bob holds a B.S. in Marketing from University of Maryland, Smith School of Business. He went on to earn his M.B.A. in International Business from The George Washington University.

Outside of the office, Bob enjoys spending time with his wife and family, hiking and traveling. Born in New York and raised in Maryland, Bob has visited over 100 countries.

Tracy joined Graham Partners in 2018 as a Senior Operating Partner.  At Graham, Tracy is a topline growth specialist, focused on value creation activities that drive profitable growth.  Her focus is on strategy, process improvements and execution of all aspects of commercial excellence in sales and marketing.  This includes but is not limited to marketing visibility, lead generation, SEO/PPC, website and branding, funnel management, CRM deployment and price realization.

Prior to joining Graham Partners, Tracy held several senior commercial leadership roles at Danaher, the global life sciences and technology company, including VP of Sales at Leica Biosystems, and Americas Commercial Operations at Beckman Coulter.  During her roles at Danaher, she was instrumental in leading and executing on sustainable profitable growth initiatives through her focused utilization of the Danaher Business Systems 4P Model; People, Plan, Process and Performance.  Before Danaher, Tracy held various research-related positions at Pfizer Inc. at its central lab facility in Groton, Connecticut.  While at Pfizer, she worked on various projects in neuroscience and cardiovascular disease research.  She was also part of a select team at Pfizer that was responsible for procuring the next blockbuster drug from natural plant sources.

Tracy holds a BS in Chemistry from the University of Connecticut, cum laude.  She also holds an MBA from Columbia University Business School, where her focus was on general management, corporate strategy, and private equity.

Tracy grew up in Connecticut.  She moved to Northern NJ and then the Philadelphia suburbs after meeting her husband, Steve. Tracy and Steve currently live in Fort Washington, PA with their three children.  In her free time, Tracy is working on getting back into running with aspirations to run another marathon.  She also enjoys reading, traveling around the world, and spending quality time with her family at their lake house.

Paul joined Graham Partners in 2021. Paul is a finance, accounting, and controls (FA&C) specialist with over 25 years of experience. At Graham, Paul is focused on developing and implementing best practices for FA&C functions across Graham Partners portfolio companies – this includes, but is not limited to, recruiting C-suite employees, overseeing the build out of professional financial teams, ensuring robust IT systems and analytical capabilities, and guiding portfolio companies through key initiatives such as cost savings, systems implementations, and acquisition integration.

Prior to joining Graham Partners, Paul held several senior leadership positions at distinguished private equity-owned manufacturing companies across various industries. Most recently, Paul served as Chief Financial Officer for Swanson Industries, Inc., a global manufacturer of hydraulic systems for the mining, oil, and gas sectors. While at Swanson, Paul helped drive increased revenue, led initiatives to significantly improve profit margins, and optimized the company structure leading to a significant overall increase in enterprise value. Before Swanson, Paul served as Chief Financial Officer for two different distressed manufacturers in the footwear and bedding industries. In both cases, he led significant turnarounds resulting in successful exit transactions.

Paul earned his B.S. in Accounting from the State University of New York at Buffalo. Paul is also a Certified Public Accountant.

Originally from Buffalo, NY, Paul enjoys running, playing tennis, and traveling with his family.

Dan joined Graham Partners in 2009. At Graham, he provides general management support with an emphasis on supply chain, real estate and procurement related matters across Graham Partners and its portfolio companies. Dan has over 20 years of experience in purchasing, six-sigma quality analysis, operations, real estate and management. He has expertise in leading and developing global teams, process improvement, negotiations, and project management, in domestic and international locations. He also serves on Graham Partners’ Gating Committee.

Prior to joining Graham Partners, Dan was a director at Ingersoll Rand Company, a $13 billion global diversified firm providing products, services and solutions in climate control, transportation and industrial tools. While at Ingersoll Rand, he focused on indirect spend and real estate, globally. Dan led the integration of strategic sourcing and delivering synergy savings from all spend categories after Ingersoll Rand acquired Trane. Previous to Ingersoll Rand, Dan was a general manager at Delta Airlines in its Sourcing Division. Prior to Delta Airlines, Dan worked for GE, where he held various supply chain/operations positions in the US and Mexico and also worked as a Corporate Auditor in Italy. Earlier at GE, Dan was in the manufacturing management program.

Dan’s past and present board directorships include EasyPak, Eberle, and OptConnect.

Dan earned his B.S. and M.S. in Electrical Engineering from Clarkson University, and his M.B.A. from the Kelley School of Business at Indiana University. Dan also holds the Certified Purchasing Manager designation.

Originally from Saratoga Springs, NY, Dan enjoys playing ice hockey and golf in his spare time.

Clemente became an Operating Partner for Graham Partners in 2007. At Graham he is involved in deal flow creation, deal review, due diligence, as well as development of new investment ideas for the firm and management of Graham’s Investment Theme Program. He currently has coverage responsibility for the general industrial industry sector.

Prior to joining Graham Partners, Clemente cofounded and operated BreadVentures, Inc., a regional manufacturer and distributor of high-quality bakery products sold primarily to foodservice companies, supermarkets, and specialty food stores. He is an entrepreneur who has owned and operated manufacturing businesses and has also had prior experience in investment banking, leveraged buyouts and consulting. Clemente started his career at Chemical Bank (New York, NY) as an associate in a newly formed M&A/Investment Banking group. Subsequently, he joined Westfield Capital Corporation (Greenwich, CT), an LBO firm focusing on lower Middle Market transactions.

Clemente earned his B.A. in Economics from Georgetown University and his M.B.A. from the Tuck School of Business at Dartmouth. In 2013 he completed the MIT Sloan Advanced Certificate for Executives in Management, Innovation, and Technology (ACE). Clemente has also taken several courses to update his knowledge and renew his expertise, including courses in Accounting and Financial Analysis (American Management Association) and Corporate Restructuring and Private Equity-Venture Capital (Harvard Business School-Executive Education). He also holds a CSCP (Certified Supply Chain Professional) certification from APICS (2012) and a Lean Six Sigma certification from Villanova University (2013).

Clemente was born and raised in Rome, Italy and has resided in the United States since 1981. He enjoys mountaineering and adventure travel. Clemente speaks three languages fluently (English, Italian and Spanish), is an art collector and a lifelong learner. In his spare time Clemente also enjoys reading books, studying Mandarin and Chinese history, and politics.

Joe joined Graham Partners in 2012. At Graham, Joe works closely with several of Graham’s portfolio companies to help support growth and conduct analyses required to make strategic, financial and operational decisions.

Prior to joining Graham Partners, Joe worked for Phoenix Management Services, Inc., an operationally focused firm providing turnaround management and capital advisory services to middle market companies.

Joe’s past and present board directorships include Chelsea, Henry, Mercer, Transaxle, and VPET.

Joe earned his B.S. in Business Administration with a concentration in Finance from Drexel University. Joe also holds his Series 7, 28, 63, and 79 licenses.

A native of the Philadelphia area, Joe enjoys spending time with his wife and two kids and also playing golf in his spare time. While at Drexel University, Joe was on the varsity golf team, where he was a scholarship athlete.

Chris joined Graham Partners as an Operating Partner in 2020, where he works closely with the investment team, industry experts, and management teams coordinating resources to drive financial, operational and product development performance at portfolio companies.

Prior to Graham Partners, Chris had over 25 years of Federal Government service, beginning his career as an enlisted U.S. Navy SEAL and then continuing as a Paramilitary Operations Officer with the Central Intelligence Agency. He retired from the CIA as a Senior Intelligence Service Executive. During his career at the CIA, he served in field assignments and held several field commands as well as multiple senior leadership positions at CIA Headquarters, including Chief of the CIA’s largest overseas Station. He also served as Executive Assistant to the Director of Central Intelligence (DCIA), was assigned to the Department of Defense as Deputy Commander of a Combined Joint Interagency Task Force, and held other senior roles with global responsibilities in both traditional areas and war zones. He has extensive experience managing complex multi-organizational programs with global reach.

Chris earned a B.A. in Slavic Language and Literature and Russian and East European Studies from the University of Virginia and has attended Executive Programs at the Wharton School at the University of Pennsylvania and the McDonough School at Georgetown University. He co-founded and supports the Third Option Foundation, a 501(c)(3) that cares for fallen and injured CIA Paramilitary Officers and provides resiliency support to their families.

Joe is founder and Managing Partner of Adelphi Capital Partners, a private investment and advisory firm based in suburban Philadelphia. Joe is a former Managing Principal of Graham Partners and shared responsibility for all major aspects of Graham Partners’ investment process, including investment sourcing, structuring, and exiting, as well as working with portfolio companies to build value. He also served on Graham Partners’ Investment Committee. Prior to the formation of the Graham Partners funds, Joe was integrally involved with corporate development activities relating to operating interests held by entities associated with The Graham Group – working on M&A transactions completed in France, Canada, the United Kingdom, Poland, Brazil, and Argentina, as well as major financings and the divestiture of a controlling interest in Graham Packaging Company to Blackstone.

Prior to Graham, Joe held positions with Murray, Devine & Company, Price Waterhouse and The Dupont Company. Select past and present board directorships include: Huber Engineered Woods, Rosenberg & Parker, Atlas Group, Creative Mines, Eldorado Stone, Exteria Building Products, IXS Coatings, Mitten, NDS and Western Industries. Joe also serves on the Finance Department Advisory Council of the Drexel University LeBow College of Business.

Joe earned a BS from Drexel University and an MBA from the Wharton School of the University of Pennsylvania.

Jeff became a Senior Advisor, Human Capital at Graham Partners in 2021. In this position he plays a leadership role across a broad array of human capital operations inclusive of organizational development, ascension planning, recruitment and retention, and training.

Jeff brings to this position over 25 years of progressive human resources experience ranging from the factory floor to the C-suite.  Most recently, he served as Senior Vice President of Human Resources for FedEx Ground, leading a team of over 600 HR professionals in the development and deployment of strategic human resources efforts for over 130,000 employees. Prior to FedEx Ground, Jeff held senior human resources leadership roles at companies spanning transportation and logistics, metals, and food industries including as SVP of Human Resources and CHRO at RTI International Metals, Inc. (transitioned to a division of ALCOA),  Senior Manager of HJ Heinz’s HR Transformation Team at Kraft/Heinz, and Group Employee Relations Manager at AllSteel Inc. (a division of HON Industries).  While the majority of Jeff’s career progression has been in human resources, he has had the opportunity to take on cross-functional assignments in operations, safety, sales, product development, and supply chain management.  Additionally, Jeff currently serves as an Advisory Board Member for the non-profit disaster relief organization, Team Rubicon.

Earlier in his career, Jeff served over 15 years in the United States Army (active and reserve). He served as an Army Aviator, where he piloted the Cobra Attack and Blackhawk helicopters, as well as a Flight Safety Officer. He started his military career serving as a member of the 5th Special Forces Group, and was also awarded the Meritorious Service Medal for outstanding achievement and service.

Jeff earned his B.A. from the University of Wisconsin and his M.B.A. from the University of Iowa.

April has over 25 years of operations and manufacturing leadership experience in the food, beverage, and agriculture industries. She currently serves as President of AH Blackmore, a consulting company that works to develop companies’ manufacturing practices and builds systems to drive improvement. April specializes in operations, manufacturing, continuous improvement/lean, supply chain, safety, engineering, robotics, enterprise resource planning, and is sought out for her expertise in total productive maintenance (TPM), lean methodology, and artificial intelligence.

Previously, April served as VP of Operations at Del Monte Fresh, and has held various operations, manufacturing, quality, and safety roles at other leading businesses such as Quaker Oats, PepsiCo, Nestle, Super Store Industries, Nature’s Bounty, California & Hawaiian Sugar, and Plant Sciences Inc.

April earned her B.A. in Biology from Azusa Pacific University and her M.B.A in Business Administration and Management from San Jose State University. April also received an Artificial Intelligence Certificate from MIT Sloan.

Bio in progress.

Bio in progress.

Danielle joined Graham Partners in 2021 and is a member of the Firm’s Operations Team. Danielle evaluates portfolio company marketing presence and capabilities and implements portfolio company-related strategies and process improvements to drive topline growth. This includes but is not limited to website and brand development, search engine optimization/pay per click, demand generation, and CRM deployment.

Previously, Danielle built and scaled marketing programs at Glassdoor and Samsara.

Danielle earned her B.S. in Business Administration and Management from Cal Poly, San Luis Obispo and went on to earn her M.B.A. from the Stephen M. Ross School of Business at the University of Michigan.

Originally from the Bay Area, Danielle enjoys hiking, playing tennis, and cheering for the Golden State Warriors.

Allison joined Graham Partners in 2021 to lead the firm’s environmental, social, and governance (ESG) program that seeks to create shared value for Graham Partners’ investors and other stakeholders working across its investment portfolio and internally within Graham Partners. In this role, Allison is responsible for managing the firm’s ESG integration efforts across investment processes. Allison’s main areas of focus include implementing a systemic approach to assessing the firm’s businesses’ environmental impact and determining the impact a changing environment has on the firm’s businesses’ risk profiles; developing profitable strategies to reduce environmental risks at both the firm and portfolio company levels; and driving communication surrounding progress on all ESG activities.

Previously, Allison served as Director of Sustainability and Engineering at ARAMARK Leisure. During her nine-year tenure, she worked with functional and operational executive leaders to develop a comprehensive sustainable operations program to be applied across ARAMARK Leisure’s businesses and developed an operational suite of tools to support a common Environmental Management System (EMS) across a 61-site portfolio, among other functions. Prior to ARAMARK, Allison served as a Project Manager for both ERM and Lockheed Martin.

Allison earned her B.S. in Electrical Engineering from Bucknell University and her Master of Engineering in Materials Science from the Massachusetts Institute of Technology.

Originally from Brooklyn, NY, Allison enjoys jogging, knitting, and spending time with her husband, two children and dog in her spare time.

Sarah joined Graham Partners in 2017 to support the firm’s work on environment, health, and safety (EHS) matters across its investment portfolio. She also serves on Graham Partners’ Gating Committee.

Prior to joining Graham Partners, Sarah was an Associate in Climate Change and Sustainability with ICF, where she worked with local and federal government agencies, as well as with external clients, on various ESG initiatives.

Sarah received her B.S. in Civil and Environmental Engineering from Bucknell University, where she graduated cum laude, and received her Master of Environmental Studies from the University of Pennsylvania. Additionally, Sarah passed both the LEED Green Associate exam and the Fundamentals of Engineering exam. She has completed and is credited with five industry publications.

Originally from Chagrin Falls, Ohio (a suburb of Cleveland), Sarah enjoys gardening, cooking, exploring new cultures through food and travel, and spending time with her husband, two boys and lab mix, Hank, in her spare time.

Bio in progress.

Brittany joined Graham Partners in 2014. As a member of Graham’s Growth Equity team, Brittany is focused on sourcing new investment opportunities and working closely with companies to build value creation. Prior to this role, Brittany was a member of the Firm’s Operations Team, evaluating the portfolio company marketing presence and capabilities, and implementing strategies and process improvements to drive topline growth. Earlier in her career at Graham Partners, Brittany served on the Graham Partners Investment Team where she focused on investor relations and reporting.

Brittany earned her B.S. in Business Administration with a double major in Economics and International Business from Villanova University, where she graduated magna cum laude and as a Dean’s List student. As an undergraduate, Brittany participated in the Graham Partners internship program.

Originally from California, Brittany enjoys traveling, cooking, and exploring the city with her dog in her spare time.

Adam Grove initially started with Graham in 2015 as an Associate on Graham Partners’ investment team, sourcing new investments and performing extensive business, financial, and industry due diligence in connection with leveraged buyouts of new platform companies and add-on acquisitions for the Graham Partners funds. Adam subsequently transitioned to Graham Capital where he has been serving as Director of Strategic Operations Initiatives. In this role, Adam provides strategic and operational leadership for several operating businesses that are members of The Graham Group, including Graham Engineering, Graham Architectural Products and Continental Glass Systems. In addition to this operational role, Adam is involved in monitoring The Graham Group’s investment portfolio and evaluating new investment opportunities across multiple asset classes. More recently, starting in 2020, Adam has also begun serving as a Graham Partners Operating Partner where he is currently focusing his time supporting the buildout of a standard operating system that encompasses all of Graham Partners’ key value creation activities from deal close to exit. In this capacity, Adam is responsible for the mapping and validation of standard work and value creation processes to enhance the efficiency, effectiveness, quality output, and uniformity of performance across Graham Partners’ portfolio of companies.

Prior to his tenure with Graham, Adam spent thirteen years in the United States Navy as a Navy SEAL, serving his final eight years with the Naval Special Warfare Development Group (DEVGRU). For his service, Adam was awarded numerous recognitions, including six commendation medals with the “V” device, distinguishing for valor in combat.

After military service with the United States Navy Seals, Adam participated in the Graham Partners internship program while pursuing a B.S. degree at Drexel University and an M.B.A at the University of Pennsylvania’s Wharton School. Originally from York, PA, Adam enjoys golfing, skiing, mountain climbing, and spending time with his niece and nephews. Adam currently serves on the Board of Directors of the York County YMCA.

Luke joined Graham Partners in 2019.  At Graham, Luke works closely with several of Graham’s portfolio companies to support growth and conduct analyses required to make strategic, financial and operational decisions.

Prior to joining Graham Partners, Luke worked in several operational finance roles.  Most recently, he was responsible for all financial planning & analysis activities and manufacturing finance at Fujirebio Diagnostics, a global biotechnology company focusing on in vitro diagnostics.  Prior to Fujirebio, Luke worked on the commercial operations finance team at CSL Behring, a global leader in rare disease pharmaceuticals.  Prior to CSL Behring, Luke worked as the Financial Controller for a middle-market restaurant group.

Luke earned his M.B.A. from Villanova University, where he graduated with honors.  He earned his bachelor’s degree in Accounting and Finance from Eastern University, where he also played on the varsity lacrosse team.

Originally from West Chester, PA, Luke enjoys playing sports, outdoor activities, and traveling.

Dan joined Graham Partners in 2018. At Graham, Dan is responsible for accounting, financial reporting, and related activities. Prior to his current role, Dan was part of Graham’s Financial Operations Team, supporting several of Graham’s portfolio companies to make strategic, financial, and operational decisions.

Prior to joining Graham Partners, Dan worked for Universal Health Services, Inc. in their Corporate Development department. Previous to Universal Health Services, Dan worked for Ernst & Young LLP in its Transaction Advisory Services and Assurance Services groups.

Dan earned his B.S. in Finance with High Distinction from the Smeal College of Business at The Pennsylvania State University and his M.S. in Accounting from The University of Virginia.  Dan also holds the Certified Public Accountant designation.

Originally from Pottstown, PA, Dan enjoys reading, Phillies games, traveling, and exploring new restaurants.

Rob joined Graham Partners in 2021. At Graham, Rob works closely with several of Graham’s portfolio companies to support growth and conduct analyses required to make strategic, financial and operational decisions.

Prior to joining Graham Partners, Rob worked for Icahn Automotive in various roles within its Corporate Development and Finance teams. Prior to Icahn Automotive, Rob worked for PwC.

Rob earned his B.S. in Accounting and Finance from Villanova University, where he graduated magna cum laude. Rob also holds the Certified Public Accountant designation.

Originally from York, PA, Rob is an avid golfer, 76ers basketball fan and Peloton rider. He also enjoys exploring Philadelphia’s food and culture and occasionally cooks his own gourmet meals.

Kyle joined Graham Partners in 2021. At Graham, Kyle works closely with several of Graham’s portfolio companies to support growth and conduct analyses required to make strategic, financial, and operational decisions.

Prior to joining Graham Partners, Kyle worked in several operational finance roles at GE and is a graduate of their Financial Management Program.

Kyle earned his B.S. in Mathematical Sciences with a concentration in Statistics from the University of Vermont. As an undergraduate, Kyle participated in the Graham Partners internship program.

Originally from Ballston Lake, NY, Kyle enjoys playing hockey, golfing, and spending time with family and friends.

Tony joined Graham Partners in 1999. At Graham, Tony established a strong financial and accounting back-office infrastructure with a focus on internal controls in the key areas of financial administration, reporting, budgeting, forecasting, and cash management.

Prior to joining Graham Partners, Tony worked for Deloitte in its audit practice, for Saint-Gobain Corporation in its internal audit and financial reporting departments, and for IKON Office Solutions as a regional controller.

Tony earned his B.S. in Business Administration from Kutztown University of Pennsylvania, cum laude with a major in Accounting, and is a Certified Public Accountant.

When not working, Tony enjoys spending time with family and friends, traveling, hiking, and skiing.

Sara joined Graham Partners in 2021. At Graham, Sara supports internal standard operating systems, resource management, internship programs, and provides ongoing support for the firm’s portfolio companies.

Prior to joining Graham Partners, Sara worked at The Estee Lauder Companies on multiple teams including the Office of the CIO and Interconnected Retail as a Project Manager.

Sara earned her B.A. in International Relations with a concentration in U.S. Foreign Policy and National Security from American University.

Originally from Pennsylvania, Sara enjoys gardening, horseback riding, and spending time with her husband and dog in her free time.

Andrew joined Graham Partners in 2021. At Graham, Andrew works on portfolio analytics and plays a key role in managing Graham Partners’ communications with its investors and other external relationships.

Prior to joining Graham Partners, Andrew worked for Hamilton Lane.

Andrew earned his B.S. in Business Administration with a concentration in Finance from Boston University’s Questrom School of Business.

A native of the Philadelphia area, Andrew enjoys playing golf, skiing, and watching Formula 1 and other sports when not working.

Steven C. Graham founded Graham Partners in 1988 and serves as Chief Executive Officer. He oversees all of the activities of the private investment firm, including investment sourcing, evaluating, monitoring, and divesting. Steve serves on the boards of numerous portfolio companies of Graham Partners and on the firm’s Investment and Valuation Committees.

Prior to founding Graham Partners, Steve worked for Goldman, Sachs & Co. in its Investment Banking Division, and for the RAF Group. For the first decade after founding Graham Partners, Steve and his team oversaw corporate finance activities relating to operating interests associated with The Graham Group, managing merger, acquisition, and joint venture transactions for The Graham Group that were completed in Italy, France, Canada, The United Kingdom, Poland, Brazil, and Argentina, as well as major financings and the divestiture of a controlling interest in Graham Packaging Company to a Blackstone Group-controlled fund in 1998. During this period, Steve served as a member of both the Investment Committee and Advisory Board of The Graham Group, as an officer, board member, and Management Committee member of numerous Graham Group operating and investment entities, and as the Graham family trustee for trusts which owned direct or indirect interests in various Graham Group entities, a role he continues to serve in today.

Steve supports numerous causes philanthropically in the arts, athletics, dance, education and health care, including various scholarship programs for underprivileged youth. He also serves on the Advisory Boards of certain unaffiliated private investment funds managed by other general partners.

Steve earned his B.A. with a double major in Philosophy and English from Williams College in 1982, and his M.B.A. from the Tuck School of Business at Dartmouth College in 1986. While at Williams College, Steve was a three-sport varsity athlete (tennis, track, and skiing), and captain of the downhill ski team. Steve is still active in skiing, tennis, and other sports today.

Jim joined Graham Partners in 2018. At Graham, Jim is responsible for budgeting and cost controls; adherence to applicable policies, procedures, and internal controls; and compliance-related matters, among other functions.

Prior to joining Graham Partners, Jim worked for Citco Fund Services, Inc. specializing in financial and regulatory reporting for leading names within the hedge fund and private equity industry.

Jim earned his B.S. in Finance from West Virginia University.

A native of Malvern, PA, Jim enjoys playing golf, spending time with family and friends, traveling, and attending Philadelphia sporting events.

Joe joined Graham Partners in 2007. Joe, along with the other Managing Principals, shares responsibility for all major aspects of Graham Partners’ investment process, including investment sourcing, structuring, and exiting, as well as working closely with portfolio companies to build lasting value. He also serves on Graham Partners’ Investment Committee.

Joe has primary oversight responsibility for Medbio and Teamvantage. He also has coverage responsibility for the healthcare industry sector. His past and present board directorships include BrightPet, Desser, HemaSource, Infiltrator, Medbio, Mercer, Teamvantage, and Universal Pure.

Prior to joining Graham Partners, Joe worked for Banc of America Securities in its Healthcare Investment Banking Group.

Joe earned his B.S. in Accountancy from Villanova University, summa cum laude. Joe graduated at the top of the business school class at Villanova and was his high school’s valedictorian.

Originally from Minnesota, Joe spends time with his wife and five kids when not working. Having been a collegiate football player at Villanova, Joe enjoys watching, coaching, and participating in all types of sports. He attempts not to get too excited at his children’s athletic activities.

Will joined Graham Partners in 2019. At Graham, Will sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Will earned his B.S. in Finance from The Pennsylvania State University with a Minor in History. As an undergraduate, Will participated in the Graham Partners internship program.

Originally from West Windsor, NJ, Will enjoys hiking and camping, traveling, and following Penn State football.

Meredith joined Graham Partners in 2019. At Graham, Meredith supports the reporting team in its communications with investors and coordinates Graham’s branding efforts.

Prior to joining Graham Partners, Meredith worked at Brilliant Graphics in its marketing department. Prior to Brilliant Graphics, she worked at Buzzuto in its sales and marketing department.

Meredith earned her Advertising and Public Relations Degree from Penn State University, with a minor in Business.

Originally from the Lehigh Valley, Meredith enjoys spending time with her family, friends, and rescue dog, as well as exploring new restaurants and cheering on Philly sports teams.

Bio in progress.

Alek joined Graham Partners in 2019. At Graham, Alek supports the firm’s investment opportunity sourcing activities and is responsible for digital media in a variety of philanthropic initiatives for the firm.

Prior to joining Graham Partners, Alek worked as a Digital Marketing Specialist at Acurian Inc., a subsidiary of Pharmaceutical Product Development (PPD).

Alek graduated from Loyola University Maryland with a B.A. in Global Studies and a Minor in Marketing.

A native of Philadelphia, Alek enjoys cooking and reading, as well as playing and watching basketball. While at Loyola University Maryland, Alek was a member of the NCAA Division I men’s lacrosse program and 2012 NCAA Division I National Championship team.

Ismael joined Graham Partners in 2016. At Graham, Ismael sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Ismael earned his B.A. in Economics with minors in Mathematics and Statistics from the University of Pennsylvania, where he graduated summa cum laude and as a Dean’s List student.

In his spare time, Ismael enjoys playing racquet sports and traveling with his wife. While at the University of Pennsylvania, Ismael was on the varsity tennis team. Ismael also competed on the professional tennis tour and was a member of the Moroccan Davis Cup team in 2011.

Bio in progress.

Chris joined Graham Partners in 1999. Chris, along with the other Managing Principals, shares responsibility for all major aspects of Graham Partners’ investment process, including investment sourcing, structuring, and exiting, as well as working closely with portfolio companies to build lasting value. He also serves on Graham Partners’ Investment Committee.

Chris has primary oversight responsibility for DTI and Desser. He also has coverage responsibility for the aerospace/defense industry sector. His past and present board directorships include Atlas, Desser, DTI, Dynojet, Schneller, Strata, and Western.

Prior to joining Graham Partners, Chris worked for NationsBanc Montgomery Securities (now Bank of America Merrill Lynch) in its Financial Sponsors Group. Previous to NationsBank, he worked for First Fidelity Bank (now Wells Fargo) and for Hong Kong Shanghai Banking Corporation in its Commercial Banking Group.

Chris earned his B.S. from the University of Richmond, cum laude, and his M.B.A. from the Wharton School at the University of Pennsylvania, where he graduated as a Director’s List student.

Chris is originally from Cherry Hill, NJ. When not working, he enjoys spending time with his wife and their two sons and two daughters.

Mike joined Graham Partners in 2014. At Graham, Mike is responsible for fund reporting, among other functions.

Prior to joining Graham Partners, Mike worked for the Bank of New York Mellon in its Alternative Investment Services, Financial Reporting Group. Previous to BNY Mellon, he worked for Citco Fund Services, Inc.

Mike earned his B.B.A. with a double major in Finance and Economics from the Mason School of Business at the College of William and Mary.

Originally from Wilmington, DE, Mike enjoys spending time with family and friends and playing golf and basketball in his spare time.

Patrick joined Graham Partners in 2018. At Graham, Patrick is responsible for fund reporting, among other functions.

Prior to joining Graham Partners, Patrick worked for SEI as an analyst and then as a supervisor.

Patrick earned his B.S. in Accounting from Widener University.

A native of Ridley, Pa, Patrick enjoys playing sports and going to concerts.

Sarah joined Graham Partners in 2014. At Graham, Sarah provides accounting support across all areas, including reconciliations, financial administration, and cash flow reporting, among other functions.

Prior to joining Graham Partners, Sarah worked in accounting for various regionally based companies.

Sarah earned her B.S. in Environmental Science from the University of Delaware.

Originally from the Philadelphia area, Sarah enjoys spending time with her family and pets (5 dogs, 2 ponies and a horse), running marathons, and traveling to national parks when not working.

Bill joined Graham Partners in 1990, serves as Chief Operating Officer and Chief Compliance Officer, and is a member of Graham Partners’ Investment Committee, Gating Committee, and Valuation Committee.

Bill has primary oversight responsibility for HB&G. His past and present board directorships include Abrisa, Dynojet, Eldorado, HB&G, NDS, and Schneller.

Prior to the formation of Graham I, Bill was integrally involved with corporate development activities relating to operating interests held by entities associated with The Graham Group – working on M&A transactions completed in Italy, France, Canada, the United Kingdom, Poland, Brazil, and Argentina, as well as major financings, risk assessment and negotiation of many operating contracts and joint venture agreements. Bill also played a key role in the negotiation and structuring of the divestiture of a controlling interest in Graham Packaging Company to Blackstone.

Prior to joining Graham Partners, Bill worked for Bear Stearns in its Investment Banking Division.

Bill attended Drexel University and Oxford University (Corpus Christi College) and earned his B.S. in Economics from the Wharton School at the University of Pennsylvania, magna cum laude.

A native of the Philadelphia area, Bill is a big Flyers, Eagles, and Phillies supporter, an avid golfer, and is on the Board of The First Tee of Greater Philadelphia.

Christina joined Graham Partners in 1998 as a member of the investment team. Today, she oversees the firm’s relations with its investors while also serving on Graham Partners’ Investment and Valuation Committees, as well as on the boards of certain portfolio companies. Christina’s past and present board directorships include Abrisa, BrightPet, Eldorado, HB&G, Henry, Mercer, and Universal Pure.

Prior to joining Graham Partners, Christina worked for W.Y. Campbell & Company, a division of Comerica. Previous to W.Y. Campbell & Company, she worked for Borders, Inc. in its Strategic and Financial Planning Division and for Goldman, Sachs & Co. in its Investment Banking Division.

Christina earned her B.A. with honors from the University of Virginia, where she was an Echols Scholar and a member of Phi Beta Kappa, and her M.B.A. from the Wharton School at the University of Pennsylvania, where she graduated as a Director’s List student.

A native of the Philadelphia area, Christina enjoys spending time with her family, gardening, and horseback riding when not working. While at the University of Virginia, Christina was on the varsity polo team.

Rob joined Graham Partners in 1998. Rob, along with the other Managing Principals, shares responsibility for all major aspects of Graham Partners’ investment process, including investment sourcing, structuring, and exiting, as well as working closely with portfolio companies to build lasting value. He also serves on Graham Partners’ Investment Committee.

Rob has primary oversight responsibility for Gatekeeper, Myers EPS, and OptConnect. He also has coverage responsibility for the industrial technology industry sector. His past and present board directorships include B+B, Chelsea, Dynojet, Eberle, Eldorado, Gatekeeper, HB&G, Henry, Infiltrator, Myers EPS, NDS, OptConnect, SP Industries, Tidel, and TransAxle.

Prior to joining Graham Partners, Rob worked for Investcorp in its Private Equity Group. Previous to Investcorp, he worked for Goldman, Sachs & Co. in its Investment Banking Division, and also previously worked at McKinsey & Co.

Rob earned his B.S. and his M.A. in Accounting, with honors, from the University of Texas, and his M.B.A. from the Wharton School at the University of Pennsylvania, where he was a Ford Fellow, first-year co-valedictorian, and graduated as a Palmer Scholar.

Born in England and raised in Illinois, Rob enjoys spending time with his three children and has competed in the Ironman World Championship in Kona, Hawaii. Rob’s philanthropic involvement includes Autism Speaks. He is also Co-Chairman of Wharton Private Equity Partners and previously served as Chairman of the Wharton Alumni Executive Board.

Justin joined Graham Partners in 2016. At Graham, he is responsible for providing support for all IT systems, including network administration, software and hardware maintenance, and systems troubleshooting.

Prior to joining Graham Partners, Justin worked for Apple and AT&T. Previous to AT&T, Justin spent five years in the U.S. Army as a Human Intelligence Collector.

Justin earned his B.A. in Business Information Systems from Ashford University.

Originally from Williamsburg, VA, Justin enjoys outdoor activities with his wife and children, as well as sport shooting, in his spare time.

Alyssa joined Graham Partners in 2017. At Graham, Alyssa works on portfolio analytics and plays a key role in managing Graham Partners’ communications with its investors and other external relationships. Prior to Graham, Alyssa worked at Permit Capital Advisors as an associate on its client services team.

Alyssa earned her B.S. in Business & Enterprise Management with a concentration in Business Law and a minor in Political & International Affairs from Wake Forest University, where she graduated magna cum laude. As an undergraduate, Alyssa participated in the Graham Partners internship program.

A native of the Philadelphia area, Alyssa enjoys playing tennis, reading, and hiking with her dog when not working.

Stephanie joined Graham Partners in 1999. At Graham, Stephanie is responsible for handling all accounts payable functions, including reviewing and verifying invoices and check requests, tracking expenses and processing expense reports, and monitoring accounts to ensure payments are up to date, among other responsibilities.

Stephanie earned her B.S. in Business Finance from Liberty University in Lynchburg, VA.

A native of the Philadelphia area, Stephanie enjoys spending time with her family, traveling, running, working out, and being outdoors when not working.

Bio in progress.

Mike joined Graham Partners in 2019. At Graham, Mike is responsible for budgeting, forecasting, philanthropic initiatives, and providing analysis on related investments.

Mike’s past and present board directorships include Creative Mines.

Prior to joining Graham Partners, Mike worked as a finance manager at CTDI, a regionally-based engineering firm.

Mike earned his B.S. with a double major in Economics and Finance from West Chester University, where he graduated as a Dean’s List student. A native of the Philadelphia area, Mike enjoys traveling, hiking, and spending time with his family.

Mitchell joined Graham Partners in 2019. At Graham, Mitchell sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Mitchell earned his B.S.B.A. with a double major in Finance and Risk Management & Insurance and a minor in Integrated Technology from the University of South Carolina, where he graduated summa cum laude. As an undergraduate, Mitchell participated in the Graham Partners internship program.

Originally from Maryland, Mitchell enjoys spending time with his friends and family, slalom water skiing, traveling, and fishing.

Adam joined Graham Partners in 2004. Adam, along with the other Managing Principals, shares responsibility for all major aspects of Graham Partners’ investment process, including investment sourcing, structuring, and exiting, as well as working closely with portfolio companies to build lasting value. He also serves on Graham Partners’ Investment and Gating Committees.

Adam has primary oversight responsibility for VPET and EasyPak. He also has coverage responsibility for the packaging industry sector. His past and present board directorships include ABX, Comar, EasyPak, The Masonry Group, Mitten, Schneller, Tidel, and VPET.

Prior to joining Graham Partners, Adam worked for Monitor Asset Management and for Monitor Group.

Adam earned his B.A. with honors in Economics from Williams College.

Outside of the office, Adam enjoys spending time with his wife and three children and mountain biking on the trails of Philadelphia’s Wissahickon Park. While at Williams College, Adam was captain of the rugby team.

Dado is the Managing Director – Private Equity for Graham Capital and is responsible for origination, evaluation and monitoring of private equity funds and other private market investments. In addition, he focuses on portfolio asset allocation and performance forecasting.

Prior to assuming his role at Graham Capital, Dado served as a Managing Principal of Graham Partners, where he was involved in private equity fund investing on behalf of Graham Capital as well as sourcing new investment opportunities and providing ongoing support and oversight for a number of Graham Partners’ portfolio companies. Previously, Dado was involved with corporate development activities relating to operating interests held by entities associated with The Graham Group – working on M&A transactions completed in France, the United Kingdom, Poland, Brazil, and Argentina, as well as major financings and the divestiture of a controlling interest in Graham Packaging Company to Blackstone.

Dado earned his B.A. in International Business and Strategic Management from Temple University, and his M.B.A. from Temple University’s Fox School of Business. He has also studied immunology, focusing on allergies and immune dysregulation. Originally from Croatia, Dado enjoys spending time with his family and playing tennis when not working. While at Temple University, Dado was on the varsity tennis team, where he was ranked as one of the top five collegiate players in the eastern United States.

Josh joined Graham Partners in 2018. At Graham, Josh sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Josh earned his B.S. in Economics with concentrations in Finance and Health Care Management and Policy from the Wharton School at the University of Pennsylvania, where he graduated magna cum laude. As an undergraduate, Josh participated in the Graham Partners internship program.

Originally from the central coast of California, Josh was a two-time captain of the University of Pennsylvania varsity tennis team. He is an avid sports fan, and enjoys playing tennis and golf.

Courtland joined Graham Partners in 2013. At Graham, Courtland sources and evaluates new investment opportunities and also provides ongoing support for a number of Graham Partners’ current portfolio companies. His present board directorships include Giraffe and VPET.

Prior to joining Graham Partners, Courtland worked for Sixpoint Partners, LLC.

Courtland earned his B.S. with a double major in Finance and Economics and a minor in History from Arizona State University, where he graduated magna cum laude and as a Dean’s List student.

A native of the Philadelphia area, Courtland enjoys traveling, fishing, playing sports, and spending time with his family when not working.

Bio in progress.

Kevin joined Graham Partners in 2012. At Graham, Kevin provides accounting support across all areas, including reconciliations, financial administration, and cash flow reporting, among other functions.

Prior to joining Graham Partners, Kevin worked at HOPE worldwide in its Accounting Department.

Kevin earned his B.A. in Accounting from Messiah College.

A native of the Philadelphia area, Kevin enjoys attending Philly sporting events and taking fishing trips to his family’s cabin in Ontario.

Andrew joined Graham Partners in 2007. Andrew, along with the other Managing Principals, shares responsibility for all major aspects of Graham Partners’ investment process, including investment sourcing, structuring, and exiting, as well as working closely with portfolio companies to build lasting value. He also serves on Graham Partners’ Investment Committee.

Andrew has primary oversight responsibility for Giraffe and Mercer. He also has coverage responsibility for the consumer / food technology industry sector. His past and present board directorships include B+B, BrightPet, EasyPak, Eberle, Giraffe, Mercer, TransAxle, and Universal Pure.

Prior to joining Graham Partners, Andrew worked in private equity for Concert Capital Partners and in investment banking for Adams Harkness, Inc.

Andrew earned his B.A. in Political Science from Amherst College, and his M.B.A. from the Wharton School at the University of Pennsylvania. As a graduate student, Andrew participated in the Graham Partners M.B.A. internship program.

A native of the Philadelphia area, Andrew enjoys spending time with his wife and three boys, and playing golf and squash when not working. While at Amherst College, Andrew was on the varsity squash and lacrosse teams.

Mike joined Graham Partners in 2015. At Graham, Mike sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

His past and present board directorships include Acme, DTI and Gatekeeper.

Mike earned his B.A. in Political Science from Swarthmore College. As an undergraduate, Mike participated in the Graham Partners internship program for two summers.

Originally from the Philadelphia area, Mike enjoys spending his spare time playing soccer and reading. While at Swarthmore College, Mike was on the varsity soccer team.

Fred is a seasoned executive with over 25 years of operating experience leading companies in the technology, data communications, Internet, M2M, automation, Big Data, digital media and software industries. He has repeatedly driven rapid growth and generated hundreds of millions of dollars in shareholder value. Fred is a respected expert and frequent speaker on the Internet of Things (IoT) and the digital transformations of companies and industries, providing deep technology industry expertise and strategic advice on transformational value creation – the process of generating growth and shareholder value. He has served in various roles, including public/private company CEO, board member, strategic advisor, private equity firm principal and senior advisor/operating partner.

Fred has been an advisor to Graham Partners since 2008 and has served as Executive Chairman of B+B SmartWorx, a formerly-owned Graham Partners portfolio company. He also serves on the Board of Directors for Graham Partners portfolio company OptConnect. Fred is a member of the Gold Pacific Region’s Young President’s Organization (YPO) and incoming chair to the YPO Technology Network. He has also taught as a guest lecturer at the University of San Diego Business School, the University of Southern California’s Marshall School of Business, and the Merage Foundation. Fred attended classes at the Stockholm School of Economics and executive classes at Harvard Business School and is fluent in English, Spanish, Swedish and French.

William joined Graham Partners in 2008. William, along with the other Managing Principals, shares responsibility for all major aspects of Graham Partners’ investment process, including investment sourcing, structuring, and exiting, as well as working closely with portfolio companies to build lasting value.

William has primary oversight for ABX and is closely involved with Graham Partners’ investment in HB&G. He also has coverage responsibility for the advanced building materials and power management industry sectors. His past and present board directorships include Abrisa, ABX, Chelsea, Comar, Creative Mines, HB&G, Henry, SP Industries, and Supreme Corq.

Prior to joining Graham, William worked for UBS Securities in its Mergers and Acquisitions Group.

William earned his B.A. in Economics and Political Science from Vanderbilt University.

Originally from South Carolina, William enjoys spending time with his family and golfing when not working.

Luke joined Graham Partners in 2020. At Graham, Luke sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Luke earned his B.S. in Business Administration with a major in Finance from Ohio State University. As an undergraduate, Luke participated in the Graham Partners internship program.

Originally from Dublin, OH, Luke enjoys golfing, reading, and spending time with his family and friends when not working.

Sarah joined Graham Partners in 2021. At Graham, Sarah is responsible for fund reporting, among other functions.

Prior to joining Graham Partners, Sarah worked for KPMG as an Audit Associate and is a Certified Public Accountant.

Sarah earned her B.S. in Finance and Accounting as well as her M.B.A. from Saint Joseph’s University.

A native of Connecticut, Sarah enjoys hiking, cooking, and spending time with her family. While at Saint Joseph’s University, Sarah was a member of the NCAA Division I women’s basketball program.

Sandy joined Graham Partners in 1990. At Graham, Sandy holds various responsibilities, including human resource administration, budgeting, and accounting support, among other functions.

Prior to joining Graham Partners, Sandy worked in various roles within the public accounting industry, most notably with Arthur Young (now Ernst & Young).

Sandy earned her B.S. in Accountancy from Villanova University.

Originally from New York, Sandy volunteers at her children’s school, travels, reads, and is involved with her children’s sports teams when not working.

Josh joined Graham Partners in 1999. Josh, along with the other Managing Principals, shares responsibility for all major aspects of Graham Partners’ investment process, including investment sourcing, structuring, and exiting, as well as working closely with portfolio companies to build lasting value. He also serves on Graham Partners’ Investment and Gating Committees.

Josh has primary oversight responsibility for Acme. He also has coverage responsibility for the specialty distribution industry sector. His past and present board directorships include Acme, Dynojet, Exteria, HemaSource, Infiltrator, IXS, Medbio, and Strata.

Prior to joining Graham Partners, Josh worked for Chase Securities, Inc. in its Global Investment Banking Division.

Josh earned his B.B.A. in Finance from James Madison University, cum laude.

A native of the Philadelphia area, Josh enjoys spending time with his family, coaching his son’s soccer team, and golfing.

Steve joined Graham Partners in 2021. At Graham, Steve sources and evaluates new investment opportunities and provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Previously, Steve served as a Senior Associate at Focal Point Capital. Prior to that, he spent two years in investment banking as an analyst at Stephens, Inc.

Steve earned his B.A. in Accounting from the University of Mississippi and went on to earn his M.B.A. from the Tuck School of Business at Dartmouth.

Originally from Mississippi, Steve enjoys spending time with his family and indulging his passion for cars through Cars & Coffee and performance driving events.

Joe joined Graham Partners in 2013. At Graham, he is responsible for providing support for all IT systems, including network administration, software and hardware maintenance, and systems troubleshooting.

Prior to joining Graham Partners, Joe worked for Penn Mutual Life Insurance in its IT Department. Previous to Penn Mutual, Joe worked for Logic Choice Technologies and for HTH Worldwide.

Joe earned his B.A. in Telecommunications with a minor in Information Sciences and Technology from The Pennsylvania State University.

A native of the Philadelphia area, Joe enjoys Flyers hockey, traveling, and playing guitar in his spare time.