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.

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 is closely involved with Graham Partners’ investments in Teamvantage and VPET. Her past and present board directorships include Medbio and Teamvantage.

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.

Kayla joined Graham Partners in 2022. At Graham, Kayla provides accounting support across all areas, including reconciliations, financial administration, and cash flow reporting, among other functions.

Kayla earned her B.S. from West Chester University, where she majored in Mathematics with a concentration in Actuarial Science.

Originally from the Philadelphia area, Kayla enjoys spending time with her family and friends, traveling, and exploring new restaurants.

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.

Lamine joined Graham Partners in 2022. At Graham, Lamine helps evaluate new investment opportunities and also provides ongoing support for a number of Graham Partners’ current portfolio companies.

Lamine was a member of Graham’s SWAG internship program beginning in November 2021, where professional soccer players transitioning to potential careers in business were given the opportunity to gain valuable, real world private equity experience. The internship program was designed for professional soccer players and coaches who volunteer for The SWAG, a local youth soccer program.

Lamine earned his B.S. in Accounting from the University of Louisville, where he played on the men’s soccer team.

Originally from Guinea (West Africa), Lamine has spent the past year playing professional soccer in United Soccer League (USL) for the New York Red Bulls II.

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.

Joseph joined Graham Partners in 2022. At Graham, Joseph sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Joseph earned his B.S. in Industrial Engineering with a minor in Economics from Penn State University. As an undergraduate, Joseph participated in the Graham Partners internship program.

Originally from Aston, PA, Joseph enjoys spending time with family, golfing, watching the Philadelphia 76ers, and listening to podcasts.

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 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.

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 27 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 (Trane Technologies), 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 ABX, EasyPak, Eberle, Myers EPS, 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 a lifetime 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.

Chris serves on OptConnect’s board of directors.

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, completed the Advanced Management Program at Tuck Business School, 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.

Chris is a Senior Advisor with over 20 years of private equity investment experience. Chris is a former Managing Principal of Graham Partners and shared responsibility for many major aspects of Graham Partners’ investment process, including investment sourcing, structuring, and exiting, as well as working with portfolio companies to build value. Chris also served on Graham Partners’ Flagship and Growth Investment Committees.

Prior to joining Graham Partners, Chris worked for NationsBanc Montgomery Securities (now Bank of America Merrill Lynch) in its Financial Sponsors Group. Before 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.

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.

Jay has over 37 years of global operations experience across various industries including pharmaceutical, food, household industrial chemical, auto, and consumer products. Prior to joining Graham Partners as an advisor, he most recently served as Senior Vice President of Operations with KIK Custom Products, with direct responsibility over the Prestone Products platform.

Jay has served in several senior leadership operational and engineering roles throughout his career, with experience in private equity sponsored environments driving top and bottom-line growth objectives and delivering new products and services through his collaborative approach of engagement and empowerment.

Jay earned his B.S. in Industrial Technology from Purdue University.

Julian began working with Graham Partners in 2020. He provides general management support on operations, supply-chain, and organizational improvement for Graham Partners portfolio companies. Julian has over 28 years of experience in international operations, supply-chain, business acquisitions & integrations, services, and product management. Julian has worked in the aviation, power generation, industrial controls, and oil & gas industries. He is a certified Six-Sigma Black Belt.

Prior to joining Graham Partners, Julian was the Vice President of Manufacturing Operations for Evolution Engineering, a Calgary based oil & gas technology company specializing in harsh environment drilling telemetry. While at Evolution, Julian led an international team and supported the growth of a high technology product and service business. Julian’s focus was on driving out costs, improving product reliability, and scaling the business and operations processes to meet market demands. Prior to Evolution, Julian worked at General Electric for 25 years in a variety of leadership roles and industries. Julian started his career with GE in its Manufacturing Management Program.

Julian earned his B.S. in Mechanical Engineering at Michigan State University.

Julian is originally from the UK and enjoys participating in various outdoor adventures with his family in his spare time.

Julia began working with Graham Partners in 2021. Julia has over 17 years of experience in Financial Planning & Analysis (FP&A), across public accounting, large public, and mid-size private equity backed environments. Prior to joining Graham Partners as an advisor, she most recently served Vice President, Financial Planning & Analysis at Quala, an Advent International portfolio company.

Throughout her career, Julia has served in several leadership roles, including Controller at Jagged Peak, Inc.; Controller and Manager of FP&A at Vogue International (d/b/a Johnson & Johnson, Inc.); Finance Manager at TUI Marine (subsidiary of TUI Travel PLC); and Senior Auditor at Deloitte & Touche, LLP.

Julia earned both her Master of Accountancy (MAcc) and her B.S. in Accounting from the University of North Carolina, and is also a CPA.

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.

Debbie joined Graham Partners in 2021 as Director, Portfolio Company Tax. At Graham, Debbie is responsible for evaluating and implementing portfolio company tax planning strategies across the federal, state, and local tax areas for both direct and indirect taxes. She also provides operational finance support, assists with the formulation and implementation of tax strategies for M&A transactions, and is responsible for the communication of tax changes to key stakeholders.

Previously, Debbie spent almost six years as Assistant Vice President of Tax Planning and Advisory for Lincoln Financial Group. Prior to that, she was Director of Tax at Berwind Corporation and worked for over 15 years in Public Accounting for two of the largest accounting firms serving multi-national clients and Fortune 500 companies. Additionally, she is currently an Adjunct Professor at Villanova University.

Debbie earned her B.A. in Accounting from Drexel University and her M.S.T. from Villanova University.

Originally from Philadelphia, Debbie enjoys traveling and playing tennis in her spare time.

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.

Mike joined Graham Partners in 2021. At Graham, Mike 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, Mike worked for Innovheart, a next generation medical device company, as its head of finance. Prior to Innovheart, Mike worked for Deloitte in their Audit and Advisory practices.

Mike earned his B.S. in Accounting and Finance from Saint Joseph’s University.

Originally from Gibbstown, NJ, Mike is an avid golfer, Philadelphia Eagles fan, and home cook. He also enjoys traveling, music, books, and movies.

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.

Danielle joined Graham Partners in 2021, where she supports the integration of the firm’s environmental, social, and governance (ESG) strategy across the deal process and within the existing investment portfolio.

Prior to Graham, Danielle was an Analyst at Bridges Fund Management, a private equity firm that invests in high-impact businesses in the lower middle-market. At Bridges, Danielle was responsible for deal analysis, portfolio operations, impact management, and investor relations. Previously, Danielle served as a Monitoring & Evaluation Field Officer with Peace Corps Response in Guinea, West Africa. She also worked as a Manager with Save the Children, the international development organization, where she held roles in partnership development, financial operations, and program management across various sectors.

Danielle holds a B.A. in Political Science from Boston College, where she was a member of the varsity ski team. She is pursuing a M.A. in International Political Economy & Development from Fordham University, where she holds an Advanced Certificate in Emerging Markets & Country Risk Analysis.

Danielle is originally from Norwalk, CT and currently lives in Golden, CO with her husband and son. She enjoys skiing, hiking, traveling, and cooking in her spare time.

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.

Nathan joined Graham Partners in 2022. At Graham, Nathan 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, Nathan worked as an Audit Associate for KPMG.

Nathan earned his B.S. in Accounting from Saint Joseph’s University, where he graduated summa cum laude. Nathan also holds the Certified Public Accountant designation.

Originally from Mechanicsburg, PA, Nathan enjoys spending time with his family and friends, exercising, playing tennis, reading, writing, and traveling.

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.

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.

Tori joined Graham Partners in 2021. At Graham, Tori provides accounting and administrative support for sponsorship and philanthropic initiatives.

Tori earned her A.S. in Accounting from Delaware County Community College.

A native of suburban Philadelphia, Tori enjoys spending time with her friends, family, and pets, lifelong learning, traveling, and hiking with her dog. Tori is an avid equestrian and competes in Three-Day Eventing with her horse Kermit.

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.

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 from The Pennsylvania State University, his M.S. in Accounting from The University of Virginia, and his M.B.A from Villanova University.  Dan also holds the Certified Public Accountant designation.

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

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 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 six 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.

Cari joined Graham Partners in 2022. At Graham, Cari leads the human capital function, overseeing the firm’s recruiting and talent management initiatives.

Prior to joining Graham Partners, Cari spent the past decade as an executive at Accenture in their Global Recruiting organization, where she managed strategic technology initiatives and process efficiency efforts related to recruiting, onboarding, and internship programs. Most recently, she served as Accenture’s Global Recruiting Innovation Lead responsible for defining strategic innovation opportunities, including leveraging the metaverse and blockchain as future recruiting platforms. Early in her career, Cari was a consultant at Accenture in Financial Services and an Assistant Vice President at JPMorgan Chase in Alternative Asset Management. She held other leadership roles at various organizations, including as Managing Director at Newman’s Own Foundation, Director of Operations at the Committee Encouraging Corporate Philanthropy (membership of over 130 Fortune 500 CEOs), and Executive Director at Lang Lang Music Foundation.

Cari earned her B.A. in Economics from Cornell University and is in the Cornell Athletics Hall of Fame for Lacrosse and Field Hockey.

Originally from Malvern, Pennsylvania, Cari currently lives with her family in New Canaan, Connecticut. She enjoys spending time with her family, coaching youth sports, fostering dogs, volunteering, traveling, and playing sports (tennis, biking, running, hiking, boating, SCUBA diving, and waterskiing).

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.

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

Krista earned her B.A. in Economics from Lafayette College, where she minored in Data Science and graduated summa cum laude. While at Lafayette, Krista was a member of the women’s soccer team. As an undergraduate, Krista participated in the Graham Partners internship program.

Originally from the northeastern Pennsylvania, Krista enjoys spending time with family and friends, golfing, playing soccer, traveling, and rooting for Philly sports teams.

Henry joined Graham Partners in 2022. At Graham, Henry sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Henry earned his B.S. in Mathematics from Villanova University. As an undergraduate, Henry participated in the Graham Partners internship program.

Originally from the Minneapolis area, Henry enjoys spending time with family and friends, golfing, fishing, traveling, and rooting for Minnesota sports teams.

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.

Ariel joined Graham Partners in 2022. At Graham, Ariel works on portfolio analytics and plays a key role in managing Graham Partners’ communications with its investors and other external relationships. She also works on capital raising and fund formation activities across the firm’s investment strategies. Prior to Graham, Ariel worked in investment banking at J.P. Morgan and at Aviditi Advisors as an analyst on the capital formation team.

Ariel earned her B.A. in Economics with a minor in Political Science from Barnard College, Columbia University.

Originally from New York City, Ariel enjoys spending time with her family and friends and trying new restaurants when not working.

Mike joined Graham Partners in 2021. 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.

Mike earned his B.B.A. in Finance with a minor in Philosophy from the Robins School of Business at the University of Richmond, where he graduated summa cum laude. As an undergraduate, Mike participated in the Graham Partners internship program.

Originally from the Philadelphia area, Mike is an avid golfer who enjoys spending time with friends and family, playing guitar, traveling, and exercising.

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.

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 LA, Brittany recently relocated to Denver and enjoys traveling, skiing, and exploring the city with her husband and dog in her 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’s 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.

Jimmy joined Graham Partners in 2022. At Graham, Jimmy helps evaluate new investment opportunities and also provides ongoing support for a number of Graham Partners’ current portfolio companies.

Jimmy was a member of Graham’s SWAG internship program beginning in November 2021, where professional soccer players transitioning to potential careers in business were given the opportunity to gain valuable, real world private equity experience. The internship program was designed for professional soccer players and coaches who volunteer for The SWAG, a local youth soccer program.

Originally from Malvern, PA, Jimmy spent ten years playing professional soccer in the MLS and USL for the Philadelphia Union, FC Cincinnati, and Louisville City FC. Prior to his professional career, he played collegiately at Colgate University.

Christina joined Graham Partners’ investment team in 1998. She is a member of Graham Partners’ Investment and Valuation Committees, leads many initiatives at the firm, and serves 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 BrightSign, 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, BrightSign, 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.

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.

Nish joined Graham Partners in 2021. At Graham, Nish 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, Nish served as an Investment Banking Senior Associate at PNC Bank.

Nish earned his B.S. in Finance from Penn State University with a minor in International Business.

Originally from India, Nish enjoys golfing, powerlifting, rooting for Philly sports teams, and making travel YouTube videos.

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’s past and present board directorships include HB&G and Woodland Foods.

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.

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.

Max joined Graham Partners in 2022. At Graham, Max sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Max earned his B.S.B.A. in Finance and Accounting from Washington University in St. Louis, where he graduated magna cum laude. As an undergraduate, Max participated in the Graham Partners internship program.

Originally from Dallas, Max enjoys golfing, playing poker, traveling, and spending time with friends and family.

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

Michael earned his B.B.A. with a concentration in Finance from the Stephen M. Ross School of Business at the University of Michigan, where he graduated summa cum laude. As an undergraduate, Michael participated in the Graham Partners internship program.

Originally from the Philadelphia area, Michael enjoys spending time with family and friends, mountain biking, traveling, and hiking.

Victoria joined Graham Partners in 2022. At Graham, Victoria provides accounting support across all areas, including reconciliations, financial administration, and cash flow reporting, among other functions.

Prior to joining Graham Partners, Victoria spent three years with G-Squared Partners, a firm that provides financial and strategic consulting services to companies in the greater Philadelphia area.

Victoria earned her B.S. in Accounting from Indiana University of Pennsylvania.

Originally from Boyertown, PA, Victoria enjoys working out at spin classes, attending Philadelphia sporting events, and trying new coffee spots.

Kedar joined Graham Partners in 2022. At Graham, Kedar sources and evaluates new investment opportunities and provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Previously, Kedar served as an Associate for Baring Private Equity Asia. Prior to that, he worked in investment banking as an Analyst and Associate with Houlihan Lokey’s Industrials Group in New York.

Kedar earned his B.A. in Economics from the University of Chicago, his M.S. in Commerce with a concentration in Financial Services from the McIntire School of Commerce at the University of Virginia, and his M.B.A., with Dean’s Honors, from the Graduate School of Business at Columbia University.

Originally from Mumbai (Bombay), India, Kedar enjoys spending time with his friends and family, scuba diving, sailing, traveling, and cheering on his favorite soccer team, Tottenham Hotspur.

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 Woodland Foods. 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, Universal Pure, and Woodland Foods.

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 Cryogenics, BrightSign, Desser, 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.

Mike joined Graham Partners in 2022. At Graham, Mike 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, Mike worked for The Carlyle Group and also spent four years with PwC in its Asset Wealth Management Group.

Mike earned his M.S. in Accounting and his B.S. in Finance and Accounting from Penn State University, where he graduated with high distinction.

A native of the Philadelphia area, Mike enjoys playing golf, watching the Philadelphia 76ers, and exploring new restaurants in his spare time.

Max joined Graham Partners in 2022. As a member of the growth equity team, Max sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Max earned his B.S. in Economics with concentrations in Finance and Management from the Wharton School at the University of Pennsylvania. As an undergraduate, Max participated in the Graham Partners internship program.

Originally from the Tri-State area, Max enjoys spending time with family and friends, cooking, traveling, golfing, painting, and fishing.

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. 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 and his M.B.A. from the UCLA Anderson School of Management.

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.

Trey joined Graham Partners in 2022. At Graham, Trey sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Trey earned his B.A. in Economics from Dartmouth College. As an undergraduate, Trey participated in the Graham Partners internship program.

Originally from Avon, Connecticut, Trey enjoys spending time with friends and family, powerlifting, playing pickup soccer and basketball, and rooting for the Patriots.

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 joint coverage responsibility for the healthcare and life sciences subsector. His past and present board directorships include Acme Cryogenics, Desser, Dynojet, EasyPak, Exteria, HemaSource, Infiltrator, Line-X/IXS, Medbio, Strata and Teamvantage.

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, serving on the Nether Providence Soccer board, 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 Fort 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.

Grace joined Graham Partners in 2022. At Graham, Grace 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, Grace worked for PYA, P.C. as a Staff Consultant.

Grace earned her B.B.A. in Finance from the Haslam College of Business at the University of Tennessee, where she graduated cum laude.

A native of the Philadelphia area, Grace enjoys staying active, trying new restaurants, traveling, and spending time on the Jersey Shore in her spare time.

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.