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.

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 Velosity and VPET.

Past and Present Board Directorships:
Medbio, Velosity

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.

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.

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

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

Past and Present Board Directorships:
Creative Mines

Kayla provides accounting support across all areas, including reconciliations, financial administration, and cash flow reporting, among other functions.

Sandy provides support across various business development areas, including managing the end-to-end NDA review process and negotiating with external parties, among other functions.

Prior to joining Graham Partners, Sandy spent 31 years at law firm Paul, Reich, & Myers, P.C., where she served as a Paralegal and Office Manager. She also worked as a Paralegal for Paramount Legal Outsourcing.

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.

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.

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

Past and Present Board Directorships:
Abrisa, BrightPet, Comar, Gatekeeper, HemaSource, Mercer, Myers EPS, OptConnect, VPET

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.

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 EasyPak, Kinova, Novarc Technologies, and Signifi Solutions.

Past and Present Board Directorships:
Acme Cryogenics, Desser, DTI, EasyPak, Kinova, Novarc Technologies, Signifi Solutions, Tidel, Universal Pure

Charlie sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Matt rejoined Graham Partners in 2022, after having worked at Graham from 2016 to 2019. At Graham, Matt sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Prior to rejoining Graham, Matt spent two years at Gopuff where he supported the company’s growth as part of their Corporate Development organization and also served as a Chief of Staff, among other roles. Before Gopuff, he spent time with Comcast as Manager of Strategic Development, focused on identifying new growth opportunities for the company.

John is an experienced C-suite executive with a proven track record in Fortune 500 companies operating in the consumer goods, automotive, transportation, and building materials markets. John currently serves on Graham Partners’ Technology and Innovation Council, in addition to serving as Senior Vice President and General Manager of Daikin America’s Chiller Business.

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

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.

Tori provides accounting and administrative support for sponsorship and philanthropic initiatives.

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.

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 Velosity. He also has joint coverage responsibility for the medical devices and life sciences subsector. Prior to joining Graham Partners, Joe worked for Banc of America Securities in its Healthcare Investment Banking Group.

Past and Present Board Directorships:
BrightPet, Desser, HemaSource, Infiltrator, Medbio, Mercer, Rhythmlink, Universal Pure, Velosity

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

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.

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

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).

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.

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.

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

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.

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

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.

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.

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.

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.

Nicole sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

At Graham, Colin provides support for all IT systems, including network administration, software and hardware maintenance, and systems troubleshooting.

Prior to joining Graham Partners, Colin spent two years as an IT Service Desk Technician Intern with USLI.

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.

Bill serves as Chief Operating Officer, Chief Compliance Officer, and Managing Principal. He is a member of Graham Partners’ Investment Committee, Gating Committee, and Valuation Committee.

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.

Past and Present Board Directorships:
Abrisa, Dynojet, Eldorado Stone, HB&G, NDS, Schneller

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.

Peter sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Christina is a member of Graham Partners’ Investment and Valuation Committees, leads many initiatives at the firm, and has served on the boards of several portfolio companies.

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.

Past and Present Board Directorships:
Abrisa, BrightPet, Eldorado Stone, HB&G, Henry, Mercer, Universal Pure

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, OptConnect, and Taoglas. He also has coverage responsibility for the industrial technology industry sector.

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.

Past and Present Board Directorships:
B+B, BrightSign, Chelsea, Dynojet, Eberle, Eldorado, Gatekeeper, HB&G, Henry, Infiltrator, Myers EPS, NDS, SP Industries, Taoglas, Tidel, TransAxle

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.

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.

Mike is responsible for budgeting, forecasting, philanthropic initiatives, and providing analysis on related investments.

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

Board Directorships:
Current: Creative Mines

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

Nish sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

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 EasyPak, KCF, Surgere, and VPET. He also has coverage responsibility for the packaging industry sector.

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

Past and Present Board Directorships:
ABX, EasyPak, Comar, KCF, The Masonry Group, Mitten, Schneller, Surgere, Tidel, VPET

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.

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

Past and Present Board Directorships:
HB&G, Rhythmlink, Woodland Foods

Hassaan sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.

Courtland sources and evaluates new investment opportunities and also provides ongoing support for a number of Graham Partners’ current portfolio companies.

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

Past and Present Board Directorships:
Giraffe, VPET

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

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.

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

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.

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.

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

Past and Present Board Directorships:
B+B, BrightPet, EasyPak, Eberle, Giraffe, Mercer, TransAxle, Universal Pure, Woodland Foods

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

Past and Present Board Directorships:
Acme Cryogenics, Barcoding, BrightSign, Desser, DTI, Gatekeeper, Rhythmlink

Geoff serves as a Special Advisor to Graham Partners.

Geoff has worked as a private equity advisor and consultant to institutional investors and multinational corporations. Most recently Geoff provided services as an ESG consultant to regulatory advisor Iron Road Partners, which specializes in regulatory matters in the private capital business. In addition, Geoff has held various positions at Third Economy, Inverness Graham, and PJT Camberview.

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.

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.

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, 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.

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

Past and Present Board Directorships:
ABX, Abrisa, Chelsea, Comar, Creative Mines, HB&G, Henry, SP Industries, Supreme Corq

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

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.

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).

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 Rhythmlink. He also has joint coverage responsibility for the healthcare and life sciences subsector.

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

Past and Present Board Directorships:
Acme Cryogenics, Desser, Dynojet, EasyPak, Exteria, HemaSource, Infiltrator, Line-X/IXS, Medbio, Rhythmlink, Strata, Velosity

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.

Past and Present Board Directorships:
OptConnect, Taoglas

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.

Joe 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.

At Graham, Bob 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.

At Graham, Dan 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.

Past and Present Board Directorships:
ABX, EasyPak, Eberle, Myers EPS, OptConnect

Clemente 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.

At Graham, Joe provides general management support with an emphasis on FP&A, finance, and accounting related matters across Graham Partners and its portfolio companies. Joe has over 16 years of experience partnering with and delivering financial and strategic change leadership to businesses in a wide range of industries. Joe manages Graham’s Financial Operations team, which provides hands-on support through best practices to Graham’s portfolio companies related to finance and accounting processes, FP&A reporting, F&A team structure optimization, and special projects. In addition, Joe manages the internal FP&A reporting (for Graham’s portfolio companies) within Graham Partners through BI tools and technologies.

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. While at Phoenix, Joe was involved in the successful turnaround of several middle market businesses while serving interim finance management positions. Additionally, Joe was a part of the capital advisory group, where he completed M&A and refinancing transactions.

Past and Present Board Directorships:
BrightSign, Chelsea, Henry, Mercer, Taoglas, Transaxle, VPET

Chris 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.

Past and Present Board Directorships:
OptConnect

Chris is a Senior Advisor with over 20 years of private equity investment experience. As a former Managing Principal of Graham Partners, he 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.

Jeff brings to this position over 25 years of progressive human resources experience ranging from the factory floor to the C-suite.  At Graham Partners, he plays a leadership role across a broad array of human capital operations inclusive of organizational development, ascension planning, recruitment and retention, and training.

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.

Debbie joined Graham Partners in 2021. 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.

April has over 25 years of operations and manufacturing leadership experience in the food, beverage, and agriculture industries. She 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.

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.

At Graham, Julian provides general management support on operations, supply-chain, and organizational improvement for Graham Partners portfolio companies. He 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.

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.

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.

Danielle is a member of the Firm’s Operations Team. She 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.

Allison leads 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.

Sarah supports the firm’s work on environment, health, and safety (EHS) matters across its investment portfolio.

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.

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.

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.

Bio in progress.

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.

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.