John Fruehwirth is the Managing Partner of Rotunda Capital Partners. Since founding RCP in 2008, they have completed seven platform acquisitions and several add-ons. John focuses on investments in specialty finance, asset-light logistics and value added distributors, but has also invested in other end markets including business services, insurance services, aerospace, retail, consumer products and government contracting industries. John earned his M.B.A. from the Darden School of Business Administration at the University of Virginia. He earned his B.B.A. from the University of Wisconsin-Madison. He currently serves on the Boards of Amware Logistics Services, Primary Integration and Commercial Credit, Inc. John is a member of Capital for Children which exists to bring hope and resources to children in need in the metropolitan Washington, DC area.

Reeve Waud is the Founder and Managing Partner of Waud Capital Partners, a private equity firm based in Chicago, Illinois, with approximately $1 billion of capital under management. Over Mr. Waud’s twenty-eight year private equity career, he has acquired more than 200 companies. Today, Waud Capital’s portfolio companies have revenues of approximately $7 billion and more than 30,000 employees. In addition, he has oversight and shares investment responsibility for an additional $10 billion of investments. He has invested in a wide variety of industries including, healthcare services, business, government and consumer services, specialty distribution, and value-added manufacturing. He and Waud Capital have founded or co-founded more than twenty companies that have become top ten in their respective industries and that comprise more than 170 acquisitions. Prior to founding Waud Capital Partners in 1993, Mr. Waud was an investment professional at Golder, Thoma, Cressey, Rauner, Inc. (GTCR), a private equity investment group based in Chicago. At GTCR, Mr. Waud had investment responsibility for a wide range of portfolio companies that were built through more than thirty acquisitions.

Before joining GTCR, Mr. Waud was in the Corporate Finance Group of Salomon Brothers Inc and was a founding member of its Venture Capital Group. He serves on the Board of Directors of Northwestern Memorial Foundation, which provides philanthropic support for Northwestern Memorial HealthCare through fundraising and grant-making. He is a member of the NMHC’s Finance Committee, which in addition to overseeing the financials of NMHC and its approximately $9 billion of assets, has responsibility for a $4.7 billion endowment including more than $500 million in private equity, venture capital, real estate, and other alternative investments.

Mr. Waud is a trustee of St. Paul’s School in Concord, New Hampshire and is a member of the executive committee and chairman of the audit committee of the John G. Shedd Aquarium. He serves on of the board of directors of The Economic Club of Chicago, and he is a member of the Commonwealth Club of Chicago and the Chicago Crime Commission. In addition, Mr. Waud is a member of the Illinois State Police Merit Board which has oversight responsibility for the State Police. He was appointed by the Governor of Illinois and confirmed by the Senate. Mr. Waud holds a B.A. in Economics from Middlebury College and an M.B.A. from the Kellogg School of Management at Northwestern University.

Chris is responsible for sourcing and evaluating investments made by Huron, as well as marketing and business development activities. He also oversees the firm’s executive network. He is a frequent presenter, moderator, and/or panelist at various M&A industry events and business roundtables. His experience includes serving as a financial advisor for middle market businesses in the U.S., Canada, and the U.K. Prior to Huron, Chris was with Conway MacKenzie, a crisis-management and turnaround consulting firm. He gained extensive experience guiding clients through various bankruptcy and out-of-court workout situations, serving as interim CFO, controller or financial advisor. Prior to Conway, Chris was with PricewaterhouseCoopers as an audit manager, Procter & Gamble as a financial analyst, and Revlon as a sales professional.

Education includes a B.A. from the University of Nebraska, M.B.A. from the University of Michigan; Registered CPA. Board Affiliations: Chris has served as a Director for numerous Huron portfolio companies, including Maple Leaf Automotive and Apex Laboratories International (among others).

Mr. Song has a diverse background with over 25 years in principal investments, investment banking and operational experience. Mr. Song is a Co-Founder and Managing Director of Prodos Capital Management (“PCM”), an investment firm focused on investmentsin the lower middle market. Prior to PCM, Mr. Song was the head of investments and corporate finance for Verus International, a boutique merchant banking firm that was co-founded by Citigroup. At Verus, Mr. Song led investments in both private and public companies in the emerging growth and middle market. Prior to Verus, Mr. Song was SVP of Corporate Development at On2 Technologies. At On2, Mr. Song led all aspects of strategic planning, financial analysis, mergers & acquisitions, financings and the capital markets. Prior to joining On2, Song was a Managing Director at Bluestone Capital Partners, where he was a senior banker and a manager in that firm's Corporate Finance Department. At BlueStone, Mr. Song was responsible for the execution of public offerings and private placements as well as merger and acquisition transactions. Mr. Song was a member of BlueStone's Management Committee and Commitment Committee. Previously, he held positions as an investment banker at Smith Barney in the Global Energy and Power Group and Chase Manhattan Bank in the Workout and M&A Groups. During his career as an investment banker, Mr. Song has executed over a billion dollars in public offerings, private placements, cross border mergers and acquisitions, and restructurings transactions. Mr. Song received a B.S. Degree from the School of Management at Boston University.

James O. Jacoby, Jr. is a managing director of The Stephens Group, LLC. Jim emphasizes close working relationships with management teams, positioning him to provide advice and resources that assist our partners in achieving their goals. Prior to joining The Stephens Group, he was a managing director and head of the Healthcare Investment Banking Group within the Corporate Finance department at Stephens Inc., where he served as a board member or had oversight of companies such as United Medical, Inc., Vascular Solutions, Inc., Neucoll, Inc. and Precision Therapeutics, Inc. Before joining Stephens in 1994, he was a vice president in the Mergers and Acquisitions Group at Chemical Bank in its New York and London offices. Jim currently serves as a director of NSC Minerals Ltd. and Shale-Inland Holdings. He also oversees investments in Lisbon Valley Mining Company, LLC, ProTransport-1, Innovairre, LLC and Universal Fiber Systems. He was actively involved in several past portfolio companies including Centra Industries, Inc., Multi-Shot, LLC, Prism Pharmaceuticals and Reach Air Medical Services. Mr. Jacoby received a B.B.A. in Finance from the University of Notre Dame and an M.B.A. from Harvard Business School.

Mark joined Charter Oak Equity in 2006 as a General Partner. He leads or co-leads COE's investments in EiKO Global, ShelterLogic, Smart Tuition, and Snapstone. Prior to joining Charter Oak Equity, Mark spent the bulk of his career with McKinsey & Co., most recently as a Director (Senior Partner). During his seventeen years at McKinsey, Mark worked with a wide variety of industrial and healthcare companies and founded McKinsey's Medical Device and Private Equity Practices, as well as led the New York–based Corporate Finance Practice. He attended Cornell University where he received his BS in Operations Research in 1982 and MBA in 1983 - both with Distinction.

Mr. Kaplan joined BPCP as a Partner in 2013. Prior to joining BPCP, Mr. Kaplan was a Senior Vice President for BNY Mellon Alcentra Mezzanine Partners, where he was responsible for transaction sourcing, deal execution and the monitoring of portfolio companies. Mr. Kaplan was a member of the investment committee and served on the boards of directors of several portfolio companies. Mr. Kaplan began his career in the investment banking group of Veronis Suhler Stevenson, an independent investment bank and private equity fund specializing in the media industry, where he completed more than 25 corporate finance and private equity related transactions totaling over $2.0 billion in aggregate deal value. Mr. Kaplan received his B.A. from Cornell University and was awarded a Cornell Fellowship Scholarship.

Mr. Mankwitz leads the investment efforts for Mantucket Capital and has led the firm’s participation in over $1 billion of transactions. Prior to joining Mantucket Capital in early 2008, Mr. Mankwitz was an investment banker at St. Charles Capital, a middle market investment bank focused on mergers and acquisitions, private capital formation and related advisory services. Previously, Mr. Mankwitz lead private equity investments for Mankwitz Kurtz Investments, a family office private equity investment firm and independent sponsor. Mr. Mankwitz received a Master's in Accounting and Finance from the London School of Economics and a Bachelors in Science from Vanderbilt University. He is actively involved and holds Director positions in multiple Mantucket portfolio companies and community organizations.

Scott Johnson is the founder and CEO of middle market private equity group SJ Partners, LLC (“SJP”). He is also Chairman of skincare company Osmotics LLC. The firm specializes in the acquisition of consumer and services companies with at least $2 million in EBITDA. SJP is distinguished by its operating focus; it partners with operators who are generally former Fortune 500 divisional or independent company CEOs such as the former head of Unilever North America. SJP has also been successful at growth by acquisition strategies. Its portfolio company Spectrio has grown more than tenfold under SJP’s ownership, driven by over fourteen add-on acquisitions. Scott previously was a securities analyst at Salomon Smith Barney and Merrill Lynch (Merrill team rated #2 on Wall Street, according to Institutional Investor). Scott complements his financial orientation with operating experience, having served as CFO of an in store advertising company. Scott is an Adjunct Professor at Columbia University, teaching at the business school. He also received his BA, MBA, and MIA (Masters of International Affairs) from Columbia.

Scott is the winner of the 2012 40 Under 40 East Region M&A Advisor Recognition Awards, SJ Partners was a winner of a 2012 Finance Monthly Global Award and a finalist for an ACG NY Champions Award. He is listed in the Marquis Who's Who of America and is a member of the Association for Corporate Growth, Business Executives for National Security and the Wings Club. He is an instrument, multiengine, and seaplane rated commercial pilot. He also enjoys running and dog sledding racing. He speaks fluent French.

Mark co-founded Clarendon Group in 1998. He has over 25 years’ experience as a principal investor, board member, C-level executive, and management consultant focused on the transportation and logistics market space. Mark has sourced six Clarendon investments, and those that have been divested have produced a combined IRR over 35%. Mark conceived RoadLink, an intermodal logistics consolidation vehicle, as Clarendon’s first investment and worked with his Clarendon partners to organize and co-found the company in 2000. Following RoadLink’s formation, he guided the investment as a RoadLink board member and shareholder representative and served as CFO/SVP Finance & Acquisitions, Secretary/Treasurer and Chief Strategy Officer during his tenure. Over the course of his decade of RoadLink involvement, Mark executed over 25 acquisitions, divestitures, joint ventures and debt/equity financings comprising over $350 million of transaction value. Before launching Clarendon, Mark was a senior manager in the Transportation Management Consulting Practice of A.T. Kearney, where he led engagements in strategic development, M&A and profit improvement for transportation and private equity clients. Mark received an MBA from Stanford Graduate School of Business where he was named an Arjay Miller Scholar. He received a BS in Operations Research and BA in Economics from Cornell University where he graduated with highest honors.

Ransom is a founding member of Eagle and has 17 years of experience in private equity investing, operations, and corporate finance. He currently serves on the Board of Directors of LSO, Vasari and J. Jill. Prior to Eagle, he was a Director at Arcapita and led and served as a director on control investments in 3PD and PODS. Both 3PD and PODS have been successfully sold. In addition, Ransom was integrally involved with Church's Chicken, B.R. Lee Industries and Cypress Communications. Prior to Arcapita, Ransom served in the Leveraged Finance group at Merrill Lynch & Co. in New York and in the Corporate Banking group at Wachovia in Charlotte. He has a B.S. in Business Administration from Washington & Lee University and an M.B.A. from the Darden School at the University of Virginia.

David Acharya is a Partner at AGI Partners LLC, an alternative investment management firm that deploys capital in private equity investments and special situation opportunities from its funds. In 2014, AGI earned ACG NY’s Private Equity Firm of the Year and was a Deal of the Year Finalist. Mr. Acharya is a Board Member of Aura XM, Inc., a leading provider of experiential marketing solutions for global clients and a portfolio company of AGI Partners LLC. Prior to his private equity investing career, he spent 10 years as an investment banker in the highly ranked leveraged finance groups of JP Morgan Chase and Toronto Dominion Securities where he advised, structured and raised over $18 billion of capital for leading financial sponsors, media, telecom, consumer product and other various companies across the globe. He also advised clients on debt tender/consent transactions that affected over $4 billion in debt. Mr. Acharya is a Board Member of the ACG NY Chapter, the premier association in New York City for middle market deal making professionals. Also, he is a member of the Advisory Board of The Sport Source. Mr. Acharya holds B.S. and M.B.A. degrees, both conferred with honors, from St. John’s University.

Mark Riser joined Morningside in Sept 2010. Mark is currently on the board of Magnatech, Southland Log Homes, Dakota Bodies and Rockford Fosgate. Mark previously served as director of multiple portfolio company boards during his 11 year tenure at the private equity firm Hamilton Robinson Capital Partners. His experience also includes Trigen Energy Corporation, International Paper and the U.S. Navy where he was an officer aboard the submarine USS San Francisco (SSN 711). Mark earned a B.S. in petroleum engineering from Louisiana Tech University and an M.B.A. from the University of Virginia’s Darden School where he served as the Chairman of the Alumni Board and in this capacity, as a member of the Darden School Foundation Board of Trustees.

Michael Hompesch joined Dubin Clark in 2007 and has completed more than a dozen transactions in the middle market. At Dubin Clark, Michael analyzes and executes on new business opportunities, including sourcing, negotiating and closing platform and add-on acquisitions, and works with management to support the growth of current portfolio companies. Prior to Dubin Clark, Michael was a member of the General Electric Financial Management Program within Commercial Finance, where he spent time working in aviation finance, equipment finance, investor relations and sponsor finance. Michael serves on the Board of Directors of Action Target, Reel Power International, Merex Group, and Johnny on the Spot. Michael earned a B.S. in Business Administration, summa cum laude, with a focus in finance from American University, an M.B.A. in Finance from Wharton Graduate School of Business, and is a CFA charter holder.

Mr. Bergschneider is a Managing Member and co-founder of Starboard Capital Partners. Marc currently serves as a Director of JPC Holdings, LLC and chairs the Board of Managers of CV Properties, LLC. Marc was a past Chairman of WHI Solutions, Inc. and Vice Chairman of Jan-Pro Holdings, LLC. Prior to co-founding Starboard, Marc was Chairman and CEO of National Fairways, LLC. Earlier in his career, Marc was a Managing Director at Drexel Burnham, Lehman Brothers, and Kidder Peabody. Marc graduated with a BA from Brown University and has a MBA from The University of Chicago. He is currently a Director of the Brown University Sports Foundation, Chairman of the Brown University Rowing Association, and is a past director of the National Rowing Foundation.

David Cunningham is a Managing Partner of VisioCap, LLC, a private equity investment firm he co-founded in 2013 focused exclusively on investing in consumer products companies in the juvenile products, pet products and health and natural nutrition categories. Mr. Cunningham serves as the Chairman of BreathableBaby, LLC, a VisioCap investment company which designs and produces innovative bedding products that facilitate safe sleeping environments for infant children. Mr. Cunningham is also a board member of First Candle, a leading national nonprofit organization dedicated to safe pregnancies and the survival of babies through the first years of life.

Prior to founding VisioCap, LLC, Mr. Cunningham was a Partner at Pegasus Capital Advisors, LP, a middle market private equity firm with approximately $2.2B in assets where he was a member of both the firm's Executive and Investment Committees. David a graduate of Tufts University where he serves on the Board of Advisors.

John is the Founder and a Partner of the Firm. John has over twenty years of investment transaction experience, and has completed in excess of $100 billion of transactions in a wide range of industries. Prior to founding Potomac Equity, John was a Partner and Member of the Investment Committee of Arlington Capital Partners, a middle market private equity fund with $1.5 billion under management. Over John’s eleven year experience at Arlington, he completed 18 transactions, including leading or co-leading new portfolio company transactions in the education, healthcare software and services, information services, interactive marketing, and media sectors.

Before joining Arlington in 2000, John was a Vice President in the Mergers and Acquisitions Group at Lehman Brothers. John began his business career as an analyst at Price Waterhouse. John holds an M.B.A. degree and is a Director’s List recipient from the Wharton School of Business at the University of Pennsylvania. He is also a graduate of Princeton University. John also previously was All-American Consideration for U.S. Swimming.

Mike has over 14 years of operational, transactional and private equity expertise. Before launching Expedition Capital Partners in 2009, he was a Vice President at Code Hennessy & Simmons (“CHS”) in Chicago where he spent two years working on leveraged buyouts in the manufacturing and infrastructure sectors. Prior to CHS, Mike spent three years as an Associate in the Investment Banking Division at Goldman Sachs in New York as a member of the Industrials Group. Mike began his career as a management consultant at Manhattan Associates and later worked with start-ups Cellergy and TJ Technologies.

Mike received his MBA from the Ross School of Business at the University of Michigan and earned a BSE in Chemical Engineering, also from the University of Michigan.

Nicholas S. Russell is a partner at Tuckerman Capital (“Tuckerman”). Mr. Russell is responsible, together with his two partners, for all aspects of Tuckerman’s business including developing relationships with new deal partners (operating executives and independent sponsors), originating and executing investments, board level governance and strategic engagement with portfolio companies, and investor facing activities.

Prior to Tuckerman, Mr. Russell was a principal at North Star Advisors, an investment advisory firm where he advised private investors, worked with portfolio company boards and senior management teams, and executed investments in lower and middle-market companies. Before North Star, Mr. Russell was a member of the private equity practice at Oliver Wyman Group (previously known as Mercer Management Consulting).

Mr. Russell has or currently serves on the Boards of Directors of several Tuckerman investments and among other investments, led the firm’s successful fully exited investments in Orthofeet and Freedom Communication Technologies

Mr. Russell earned an MBA from the Tuck School of Business at Dartmouth College and is a graduate of Dartmouth College.

Drew H. Adams has been involved in direct equity investing and leveraged financings for over 25 years. Prior to StoneCreek, Drew was with Wells Fargo Bank in Los Angeles where he developed and managed a successful portfolio of highly leveraged loans. He has been responsible for over $1 billion in leveraged transactions as an equity principal and senior lender. Drew currently oversees the day-to-day operations and investment activity at StoneCreek. He has served on the board of directors of Outsourcing Services Group, FoodHandler Holdings, Delafoil Holdings, BarrierSafe Solutions International and Fire-Dex LLC and is currently serving on the boards of Brand & Oppenheimer, Kova International, Pinnacle Exhibits, Inc. and Mob Scene, LLC. In addition, Drew is an Executive Board member of the Orange County Council Boy Scouts of America and a member of the MJ Neeley School’s Alumni Executive Board. He received his BA in Marketing and his MBA in Real Estate and Finance from Texas Christian University.

Steve Altman is a partner with Cornerstone Capital Partners Inc. Mr. Altman has been a private equity investor since 1998 with an emphasis on middle-market manufacturing and industrial service companies. To date, he has invested in transactions totaling $300 million in enterprise value. Prior to joining Cornerstone, Mr. Altman was a principal with Long Point Capital, a middle-market private equity fund.Prior to Long Point, Mr. Altman worked for Masco Corp. and affiliates for ten years in a variety of operational, financial, and business development roles, primarily focused on turning around troubled operating divisions. His last position was as President of an operating division. Prior to Masco, Mr. Altman worked as a CPA for middle-market companies in the Boston office of Arthur Andersen.

Mr. Altman currently is a director of RAD Technologies, Camino Modular Systems, B-W-A Inc., and Nickerson Corp. He has previously served on the board of directors of Aarrowcast, Atlantic Plywood, Arch Aluminum and Glass, Craftsmen Industries, CHI Overhead Doors, and National Print Group. Mr. Altman received an MBA with distinction from the University of Michigan and graduated magna cum laude from the University of Vermont with a Bachelor of Science in Business Administration. Mr. Altman is a CPA (inactive).

Hannah Stone Craven is a co-founder and partner of Stone-Goff Partners LLC, a New York based private equity firm that focuses on investments in profitable middle market companies in the consumer and business services sectors. Stone-Goff participates in management buyouts, recapitalizations, corporate carve-outs and minority investments within our target industry sectors. Current portfolio investments include companies in the marketing services, education, tourism services and consumer products industries.

Ms. Craven has over 20 years of experience investing in media, information, services, and leisure transactions. Prior to founding Stone-Goff, Ms. Craven was a Managing Director and General Partner of Sandler Capital Management, a private equity firm specializing in investments in the media, communications, and information services industries. At Sandler she served as a key investment professional in five sequential private equity partnerships, was a general partner of Sandler’s long/short hedge fund, and served on the Investment Advisory Board of a high yield CBO. Ms. Craven joined Sandler Capital in 1993 and was responsible for over 35 private equity investments in radio and television broadcasting, cable television, publishing, marketing and advertising services, leisure, and information/database companies. She was formerly a director of Penton Media as well as several private companies in the leisure, media, and information services industries.

Along with her activities as a partner of Stone-Goff, she served most recently as an independent director and chair of the audit committee of F+W Media, a leader in providing content and ecommerce to niche vertical communities such as craft, writing, design, and outdoor lifestyles. She is a graduate of Stanford University and the Harvard Business School.

Alston Capital Partners is a lower middle market PE fund focused on the environment, niche manufacturing and service companies. Mr. Egan is an early and recognized investor in the environmental sector having left JPMorgan Partners in 2006, to create Environmental Capital Partners, focusing solely on investing in lower middle market companies that require capital and expertise to meet the increasing demand for environmental products and services. Previously, Mr. Egan was a Senior Advisor and Partner at JPMorgan Partners and its affiliates focused on maximizing value through business model and leadership changes and creating exit opportunities in a portfolio of challenged investments. Prior to this role, Mr. Egan was a Founding Partner of a JPMorgan Partners predecessor Chase Capital, and a senior executive of Chase’s Merchant Banking Group, focused on investing in middle market growth and buyout transactions. Education: M.B.A. Columbia University, B.A. Boston University

Doug Rose is founder of Gardner Webster Capital Partners LLC (GWCP), an entrepreneurially driven private equity firm that acquires lower middle-market companies with exceptional growth potential. Since 2003, Mr. Rose has also served as chairman of OccuNomix International LLC, a U.S. market leader in high visibility work wear and related industrial safety products. Since 1987, Mr. Rose has worked with middle-market and emerging-growth companies focusing on corporate development, mergers and acquisitions, raising equity capital, and private-equity investing. Mr. Rose has led over 30 closed transactions representing aggregate value of nearly $1 billion.

Prior to founding GWCP, Mr. Rose was VP of corporate development of CMGI Inc. and Genesis Direct Inc., a direct marketing company that grew from start-up to $400 million revenues, principally through 18 acquisitions completed in 30 months. Mr. Rose began his career at M&A advisory firms Niederhoffer and Niederhoffer Inc. and Manhattan Venture Co., where he executed exclusive sale assignments in over a dozen industries. Mr. Rose earned a BA in political and economic philosophy from University of Vermont.

Gregory O. Odum is the founder of Odum Capital, an opportunistic Boston-based investment firm. The company focuses on lower middle market opportunities within the energy, logistics, telecommunications and industrial sectors.

Gregory has worked in financial and strategy roles at Ford Motor Company, T-Mobile, Wells Fargo and New Harbour Partners, a Boston-based private equity firm. In 2005, he acquired the operations of a telecommunications company (and T-Mobile subsidiary), and successfully exited to a middle market company in 2007.

Gregory is a graduate of Michigan State University, where he studied communications and economics. He obtained an MBA from Babson College, where he specialized in finance.

Bob Anders is the founding principal and managing partner of Plexus Capital, which manages three SBIC private equity funds providing growth and equity capital to lower middle market companies. The firm provides growth capital to lower middle market companies in a variety of capital securities, and its track record and reputation as a valuable strategic partner is exemplary. Plexus has total private capital under management of $550M, and Plexus was honored to be chosen by its peers as the SBA as the “SBIC of the Year” in 2013. Bob began his career in the Corporate Banking Group with First Union National Bank, now Wells Fargo. Prior to Plexus, he was the Managing Director of the Capital Markets Group at RBC Centura, with responsibilities for all investment banking, corporate finance, and private equity operations. He retired from RBC in 2005 and with his founding partners began Plexus with offices in Charlotte and Raleigh, NC.

Anders received both his undergraduate degree and MBA from UNC at Chapel Hill. He served as an officer in the US Navy, is a graduate of the Stonier Graduate School of Banking at Rutgers, the Venture Capital Institute, and holds a Series 7 and 63 Securities License. During Bob’s almost 40 year career he has invested in and served as an advisor to numerous privately owned businesses for many years.

John A. Rogers is a partner in the Corporate and Securities Practice Group of Pepper Hamilton LLP, resident in the New York office. Mr. Rogers engages in a broad range of private equity, venture capital and hedge fund transactional matters, including acquisitions and divestitures, investments, joint ventures, financings, restructurings and CLOs. In addition to working with traditional private equity funds, Mr. Rogers has developed a specific suite of legal services for independent private equity sponsors that revolves around: • cost-efficient, partner-level single point of interaction for all facets of a transaction, including acquisition, operating agreement and financing elements • experience with the dynamics of family-owned businesses and closely held companies • high level contributions to deal execution, including preparing working capital adjustments and earn-out structures, modeling distribution waterfalls and reviewing debt covenant compliance projections. Mr. Rogers also serves as a primary corporate legal adviser to middle market companies. Acting as an outsourced general counsel or supplementing in-house capabilities, he handles a wide range of strategic and commercial legal matters, such as commercial agreements (including license agreements), resolution of commercial disputes and a wide variety of employment and compensation matters. Mr. Rogers also has significant experience in several other corporate areas, such as fund formations, real estate joint ventures and business divorces.

Prior to joining Pepper, Mr. Rogers was a partner at Herrick, Feinstein LLP in New York where he led their private equity efforts. He also helped co-found a premier Family Office Practice at Herrick and is an active participant in the family office community. Mr. Rogers began his legal career at Shearman & Sterling LLP as a member of their capital markets group, focusing on securities offerings and, subsequently, as a member of their M&A group. He also worked at Morrison & Foerster LLP, focusing on representation of venture capital firms and companies in the technology, media, life sciences and entertainment industries. Mr. Rogers served as an editorial board member of the 2010-2011 Thomson Reuters PE/VC Partnership Agreements Study. Mr. Rogers earned his law degree, cum laude, from St. John’s University School of Law in 1996 and his B.A., cum laude, from the State University of New York at Albany in 1992. He is admitted to practice in New York. 

Baron joined AEA in 2004 as a member of the Small Business Fund team and was promoted to Partner in 2011. He currently serves as a board member of Aramsco, Colony Hardware, Dayton Parts, Evans, Fluid Flow, Galco, SBP and Troxell Communications. He also served on the boards of former AEA portfolio companies Implus Footcare, In the Swim, PLZ Aeroscience and Sextant Education.

Christian Albert is the founder and managing partner of Bowside Capital, a private investment firm that specializes in the private equity, small buyout market and is an equity provider to independent sponsor-led transactions. Bowside Capital invests in U.S. and Canadian private equity funds with capital commitments of $150 million or less, makes secondary purchases of limited partner interests in funds that meet its target criteria and co-invests with these small funds and independent sponsors in direct transactions.

Mr. Albert manages the firm and its investment activities, and serves on numerous investment-related committees. He is a former chair of the Limited Partner Council of the Small Business Investor Alliance and is a member of the Board of Directors of the Brown University Sports Foundation. He earned a M.St. from the University of Oxford and an A.B. from Brown University.

Sylvie Gadant is a partner with the firm’s Private Equity Group and is the Transaction Advisory Services (TAS) practice leader. She coordinates and leads buy-side and sell-side due diligence engagements for private equity firms and strategic buyers. Sylvie has advised clients on over 200 transactions valued between $5 million and $300 million, including platform investments, add-on acquisitions, leveraged recapitalizations, carve-outs, and minority investments. Her areas of expertise include analyzing an acquisition target’s quality of earnings, understanding key performance indicators, assessing working capital requirements, and identifying key deal issues and risk areas. She also provides her clients with guidance on accounting for mergers and acquisitions, and works with legal counsel on the drafting of purchase and sale agreements, focusing on purchase price adjustment mechanisms, and financial statement representations. Sylvie is a frequent speaker, panelist and moderator for various industry forums. Sylvie is a recipient of the 2013 M&A Advisor “40 Under 40” award. A French native, Sylvie earned a B.S. in Business Administration from the Graduate School of Business in Bordeaux, France. She is a Certified Public Accountant in the States of New York and New Jersey.

Formerly a Director of Safeguard International Fund, a $370 million private equity fund investing in industrial technology companies. Prior private equity investing includes several years as a principal in a middle-market buyout fund and in an equity-oriented small business investment company (SBIC) fund. Previously a consultant for seven years with McKinsey & Company focused on operations improvement and growth strategies. Early career as a semiconductor manufacturing engineer at Motorola. BS Mechanical Engineering from Purdue University and MBA from the University of Notre Dame.

Jeremy Swan is the National Director of CohnReznick's Financial Sponsors & Financial Services Industry practice and also leads the efforts of the Firm's M&A Consulting Services practice. Jeremy is responsible for management of CohnReznick's Financial Sponsors and Financial Services Industry practice which includes all work conducted at the firm level, fund level, and across portfolio companies. Jeremy serves as the lead and/or relationship partner for many of CohnReznick's largest private equity firm and portfolio company engagements, managing teams across service lines and maintaining a single point of contact at the private equity firm level.

With more than 20 years of experience advising financial sponsors and emerging private and large, multinational portfolio companies, Jeremy has extensive experience working with financial sponsors as both an investment banker and a consultant. He has expertise in mergers and acquisitions, IPO readiness, financing transactions, post-acquisition integration, and operational and financial due diligence.

Prior to joining CohnReznick, Jeremy was a director at a global business consulting firm and a leader in the firm's private equity, due diligence, and IPO readiness practices. Before entering consulting, Jeremy spent 10 years as an investment banker focused on financial sponsor transactions, executing over $90 billion of debt, equity, and M&A transactions.

Corey Massella is a partner of the firm and CEO of the firm’s SEC Solutions Group. He brings more than 25 years of experience to his engagements as a specialist in SEC accounting and audit services. He also provides business consulting, audit, and tax services for clients in a wide range of industries, including private equity, technology, restaurants, real estate, health care, apparel, and financial services. Prior to joining Citrin Cooperman, Corey served at accounting firms that specialized in the SEC accounting and audit sector. He has also held the role of CFO at privately held companies.
Corey has deep experience advising private equity funds, hedge funds, banks, broker-dealers, investor relations firms, and various other financial services companies. He is a founding member and co-leader of the firm’s Private Equity practice, guiding clients through all facets of the mergers and acquisitions transaction cycle to help them make critical decisions while ensuring transactions are strategic and seamless. Corey is a member of the American Institute of Certified Public Accountants (AICPA) and NYSSCPA. Corey earned his B.S. in Accounting and Finance from the State University of New York at Buffalo, School of Management. He is a Certified Public Accountant in the State of New York.

Kyun Park is the founder of Aperion Management, LLC, a private equity firm that seeks to invest in small to mid-size businesses, and partner with talented management teams to identify and execute on key growth opportunities to drive value creation. Since its founding in 2006, Aperion has been the lead investor on seven platform transactions representing over $200 million in enterprise value and $250 million in revenue. Mr. Park is currently a member of the boards of directors of RoadSafe Traffic Systems, Inc., Tri Con Holdings, Inc., Ontario Drive and Gear Limited, and BrandShare, Inc. Mr. Park is a graduate of Harvard College, where he received an A.B. in Molecular and Cellular Biology, and New York University School of Law.