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:
Velosity, Medbio

Susan oversees accounting and administrative support for sponsorship and philanthropic initiatives, among other functions.

Susan brings over 30 years of experience to Graham Partners. Prior to joining Graham, Susan served as CFO and Treasurer for Winterthur Museum. Previously, she spent nine years with Lancaster Parking Authority, where she held various leadership roles, most recently serving as Deputy Executive Director.

Jeff is a seasoned executive with a demonstrated record of building resilient, secure and profitable businesses. With over 30 years of experience, Jeff has held a variety of leadership roles in IT and cybersecurity, currently serving as the Chief Information Officer (CIO) for Dexian and on the advisory board of Unknown Cyber. He also serves on Graham Partners’ Technology and Innovation Council.

Previously, Jeff served as Global CIO of Nordic Consulting, where he helped the firm double its revenue in just 30 months. At Nordic, he orchestrated the firm’s technology and security portfolio, built its cybersecurity consulting practice, and managed an industry-leading IT and cybersecurity team. During his tenure, he assisted in the acquisition of five businesses, as well as the ultimate sale of Nordic to a strategic buyer. Before Nordic, Jeff was a Managing Director at Ernst & Young, where he served as a cybersecurity advisor to four of the five largest banks in the U.S., ran two national practices, and led a global partnership with Splunk. He grew his team from 4 to 42 in 18 months and helped drive a significant increase in sales in less than 24 months.

Early in his career, Jeff served as a Naval Flight Officer with carrier-based Electronic Attack Squadrons before shifting his focus to IT Operations and Cybersecurity. He operated and defended one of the largest global networks in the world – the Department of Defense Information Network (DODIN) – with over three million users, including the White House, before retiring as a Captain from the Navy. He also served as CTO for cyber development at the Defense Information Systems Agency and Deputy Director of the Center for Cybersecurity Studies at the U.S. Naval Academy.

At Graham, Mike conducts analyses required to support growth and make strategic, financial and operational decisions within the firm.

Prior to joining Graham Partners, Mike worked for IndeVets, a private equity backed supplier of veterinary staffing services, in FP&A. Prior to IndeVets, Mike worked for Teleflex and started his career at Deloitte Consulting, both in FP&A roles.

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. He also serves on the firm’s Valuation Committee. 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.

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.

Bio in progress.

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. He also serves on the Growth Investment Committee and co-heads Graham Growth’s day-to-day investment activities.

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

Eddie 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.

Steve Graham founded Graham Partners in 1988. He serves as the firm’s CEO and Senior Managing Principal, and sits on the firm’s Buyout and Growth Investment Committees, as well as the firm’s Valuation Committee. Steve oversees all the activities of the firm, including investment sourcing, evaluation, monitoring, and divestiture; as well as overseeing the firm’s operations group. Steve established the firm’s long-standing strategy of investing in conversion plays in advanced manufacturing and industrial technology, created its operations-centric focus and its operations team, and developed the broad investment themes and investment criteria that drive the firm’s sourcing and investment activities.

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 that owned direct or indirect interests in various Graham Group entities, a role he continues to serve in today.

Steve has formed numerous charitable entities and supports many philanthropic causes in education, sports, the arts, dance, and health care. Several of Steve’s initiatives are focused upon under-resourced youth, including academic scholarship programs in over ten schools in the Greater Philadelphia region, coupled with numerous programs domestically and internationally supporting youth in sports and dance. Steve also serves on the Advisory Boards of certain unaffiliated private investment funds managed by other general partners, and has in past years served on private equity-related advisory committees for both Dartmouth College’s Graduate School of Business (Tuck) and Williams College, as well as on the boards of certain private schools.

Steve earned his B.A. from Williams College with a double major in Philosophy and English, and his M.B.A. from the Tuck School of Business at Dartmouth College. While at Williams, 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 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.

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

Bio in progress.

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 the Buyout Investment Committee and the Growth Investment and Gating Committees.

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:
Rhythmlink, Velosity, Medbio, Mercer, BrightPet, Desser, HemaSource, Universal Pure, Infiltrator

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.

Davide sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies. Davide participated in the Graham Partners self-study internship program in 2023.

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

Bio in progress.

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. He also serves on the firm’s Valuation Committee. 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.

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

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

At Graham, Brad plays a key role in strategizing, planning, implementing, and managing the integration of artificial intelligence (Al) applications across Graham Partners and its portfolio companies.

Prior to joining Graham Partners, Brad was the North American Financial Services Solutions Lead at Dataiku, where he designed Al solutions for industry vertical use cases. Previously, Brad was a Director of Customer Success at DataRobot, advising clients on Al strategy and leading execution delivery of Al use case projects.

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

Jamie supports the human capital function, including the firm’s recruiting and talent management initiatives.

Previously, Jamie spent two years with COMSPOC, her most recent role being Director of Finance and Administration, where she crafted all human resources policies and procedures, among other functions. She also spent time as a Leadership Associate for TribusAllen and as a Conservation Associate for Environment America.

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.

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.

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.

Bill serves as Chief Operating Officer, Chief Compliance Officer, and Managing Principal. He serves on the Buyout Investment and Gating Committees, the Growth Investment Committee, and the firm’s 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:
Schneller, Abrisa, Dynojet, HB&G, Eldorado Stone, NDS

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.

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

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 the Buyout and Growth Investment Committees, the firm’s Valuation Committee, 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:
Mercer, BrightPet, Universal Pure, Henry, Abrisa, HB&G, Eldorado Stone

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

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 the Buyout and Growth Investment Committees.

Rob has primary oversight responsibility for BrightSign, Gatekeeper, Myers EPS, OptConnect, and Taoglas. He also has coverage responsibility for the industrial technology industry subsector.

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:
E Tech, Barcoding, Taoglas, BrightSign, Gatekeeper, Myers EPS, OptConnect, Tidel, Henry, Chelsea, SP Industries, Eberle, B+B, TransAxle, Infiltrator, Dynojet, HB&G, Eldorado Stone, NDS

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 the Buyout Investment and Gating Committees, the Growth Investment Committee, and co-heads Graham Growth’s day-to-day investment activities.

Adam has primary oversight responsibility for EasyPak, KCF, Surgere, and VPET. He also has coverage responsibility for the packaging industry subsector.

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

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

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:
Rhythmlink, Woodland Foods, HB&G

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

Rob spent 27 years with LEK Consulting, where he most recently served as Vice Chair, Global Industrials, advising major clients across several industries through strategic challenges related to growth, transformation, and M&A. He currently serves as Vice Chair Emeritus for LEK and also serves on Graham Partners’ Technology and Innovation Council.

During his tenure with LEK, Rob oversaw seven offices, 800 employees, and led over 800 consulting projects. During his term as President of the Americas at LEK, Rob contributed to a 50% growth in U.S. operations, while expanding the firm’s service offerings in organization, performance improvement, sustainability, and more. Rob’s contributions earned him recognition as one of Consulting Magazine’s Top 25 Consultants for Excellence in Leadership.

Rob is a frequent lecturer at the Kellogg Graduate School of Management at Northwestern University and an Executive in Residence at the Ross School of Management at the University of Michigan.

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:
VPET, Giraffe

At Graham, Antonio is responsible for fund reporting, among other functions.

Prior to joining Graham Partners, Antonio spent two years with SEI in various Fund Accounting roles.

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 the Buyout and Growth Investment Committees.

Andrew has primary oversight responsibility for Commercial Bakeries and Woodland Foods. He also has coverage responsibility for the consumer / food manufacturing industry subsector.

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:
Commercial Bakeries, Woodland Foods, Giraffe, EasyPak, Mercer, BrightPet, Universal Pure, Eberle, B+B, TransAxle

Mitch is a skilled business leader and advisor with executive-level experience across various industries. Mitch has served as President of VDC Research, a technology market research and strategy firm, since 2007. He currently serves on the Advisory Council for Graham Partners portfolio company, OptConnect.

Previously, Mitch co-founded ProductPOP, a venture capital-backed startup in the adtech space. He also spent two years at advertising agency Organic, Inc., three years as Product Manager at Motorola Solutions, and two years as an Investment Banking Analyst at Merrill Lynch.

Mitch earned his B.A. in Political Science from Northwestern University and his M.B.A. from the Tuck School of Business at Dartmouth.

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:
E Tech, Barcoding, Rhythmlink, BrightSign, Gatekeeper, DTI, Acme Cryogenics, Desser

Geoff sources and evaluates new investment opportunities and also provides ongoing support for a number of Graham Capital Investments’ portfolio companies.

Prior to Graham, Geoff 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.

Rob is responsible for financial reporting, forecasting, tax planning, and philanthropic initiatives, among other functions. Prior to his current role, Rob 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, 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 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.

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. He also helps lead Graham Capital Investments’ (GCI) day-to-day investment activities.

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, Creative Mines, Comar, Henry, Chelsea, SP Industries, Abrisa, Supreme Corq, HB&G

Luke 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:
Barcoding

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 the Buyout Investment and Gating Committees and the Growth Investment Committee.

Josh has primary oversight responsibility for E Tech and 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:
E Tech, Rhythmlink, Velosity, Medbio, EasyPak, Acme Cryogenics, Desser, HemaSource, Strata, Infiltrator, Line-X/IXS, Dynojet, Exteria

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:
E Tech, Taoglas, OptConnect

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.

At Graham, he manages IT systems, including device management, network infrastructure, and cyber security.

Before joining Graham Partners, Joe honed his skillset at Penn Mutual Life Insurance, where he served as a Senior Technician in the IT Department. Prior to Penn Mutual, he was a Jr. Network Administrator for HTH Worldwide.

Matt 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, Matt spent six years working at Ernst & Young in the audit and M&A advisory practices.

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.

Driven by a passion for unlocking growth through structured commercial strategies, Jacquie has a proven track record of leading commercial transformations across diverse industries. Known for “minding the gap” and navigating organizations through change, Jacquie has built a reputation for aligning people, processes, and outcomes to drive enterprise value in Fortune 500 companies, privately held businesses, and private equity.

After serving as Senior Vice President and Chief Commercial Officer at Sensata Technologies, Jacquie shifted to entrepreneurship, founding Metis Commercial Catalysts (MCC). Jacquie currently focuses on steering commercial transformations across Graham Partners’ portfolio companies, with an emphasis on creating value and driving profitable revenue growth.

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

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.

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 systematic 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. She also serves on the Buyout and Growth Gating Committees.

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.

Mike is passionate about all things food. He is an innovator and strategist with over 15 years of experience driving growth and transforming businesses, with an emphasis on sales, marketing, commercialization, and operations. His expertise across the food industry spans business development, customer relationships and insights, product development and innovation, brand strategy, clean-label marketing, new product launches, and go-to-market strategies.

Previously, Mike served as SVP of Global Business Development for Solina. He also spent seven years with Giraffe Foods, where he ultimately served as President and General Manager, and was responsible for commercial growth and excellence, operations, and R&D.

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.

At Graham, Brad plays a key role in strategizing, planning, implementing, and managing the integration of artificial intelligence (Al) applications across Graham Partners and its portfolio companies.

Prior to joining Graham Partners, Brad was the North American Financial Services Solutions Lead at Dataiku, where he designed Al solutions for industry vertical use cases. Previously, Brad was a Director of Customer Success at DataRobot, advising clients on Al strategy and leading execution delivery of Al use case projects.

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.

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.

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.

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.

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

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.

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.

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’ Buyout 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, Myers EPS, OptConnect, EasyPak, Eberle

Kate supports the integration of the firm’s environmental, social, and governance (ESG) strategy across the investment process and within the existing investment portfolio. Kate’s main areas of focus include implementing a systematic approach to assessing companies’ environmental impact, determining the impact a changing environment has on the companies’ risk profiles, developing profitable strategies to reduce environmental risks at both the firm and portfolio company levels, and managing communication surrounding progress on all ESG activities.

Previously, Kate served as Assistant Project Manager at Arcadis in the remediation business line. During her four years at Arcadis, she designed remediation systems for soil, groundwater, and air contamination and oversaw the development of technical manuals and reviews for regulatory compliance (EPA, NJDEP, DEP PA).

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.