Close
Let's Talk
Close

Let's Talk.

Looking for our offices? View locations.

Menu

Our People

Meet the team.

We hail from diverse backgrounds in private equity, investment banking, FP&A, accounting, tech, and operating roles. Our team of analytical athletes combines business and financial talent to act as an extension of sponsors’ portfolio operations groups and trusted partners to management teams.

Nick Leopard

CEO & Founder
Meet Nick
“Be like a duck – calm on the surface, but swim like hell underneath.”

Atul Aggarwal

President
Meet Atul
"The secret of joy in work is contained in one word, excellence."

Jon Apter

Chief Financial Officer
Meet Jon
"Not everything can always be perfect – that’s why pencils have erasers."

Lindsay Gilliam

Chief People Officer
Meet Lindsay
“A life is not important except in the impact it has on other lives.”

Mark Copeland

Chief Commercial Officer
Meet Mark
"Humility was the common gateway through which they were able to come together."

Thomas Emmons

Global Chief Technology Officer
Meet Thomas
The future ain’t what it use to be.

Courtney Bowerman

Chief Marketing Officer
Meet Courtney
"Happiness is a choice, not a result."

Don Agee

Managing Director, Head of Eastern Region
Meet Don
“It takes what it takes.”

Rishi Jain

Managing Director, Head of Western Region
Meet Rishi
“Culture eats strategy for breakfast.”

Penny Tehrani-Littrell

Managing Director, General Counsel
Meet Penny
“The world is changed by your example, not by your opinion.”

Kristin Trahan Winford

Managing Director, Global Head of Operations
Meet Kristin Trahan
"We are what we repeatedly do. Excellence, therefore, is not an act, but a habit."

Pamela Stern

Managing Director, Head of Operational & Technical Accounting Advisory
Meet Pamela
“You have to bypass your intelligence to access your genius.”

Shauna Watson

Managing Director, Head of IPO Readiness
Meet Shauna
“Do what you do so well that they will want to see it again and bring their friends.”

Sanjeev Parlikar

Managing Director, Head of Strategic Finance
Meet Sanjeev
“Do...or do not, there is no try.”

Matt Marcus

Managing Director, Head of Transaction Execution
Meet Matt
“A satisfied customer is the best business strategy.”

Paavan Choudary

Managing Director, Global Head of Data & Analytics
Meet Paavan
"If you can meet with Triumph and Disaster and treat them the same; Yours is the world"

Junaid Samnani

Managing Director, Head of Central Region & Co-Head of Transformation
Meet Junaid
“Strength and growth come only through continuous effort and struggle.”

Sanjay Purohit

Managing Director, Co-Head of Transformation
Meet Sanjay
"Disrupt the status quo for success."

Mike Cochran

Managing Director, Head of CFO Tech Services
Meet Mike
"If opportunity doesn’t knock, build a door."

Andrew Hede

Senior Managing Director, Head of Turnaround & Restructuring Practice
Meet Andrew
“There are no shortcuts on the quest for perfection.”

Kam Agarwalla

Managing Director
Meet Kam
It is very simple to be happy, but it is very difficult to be simple.

Shaharyar Ahmed

Managing Director
Meet Shaharyar
"In the midst of chaos, there is also opportunity."

Sarah Bailey

Managing Director
Meet Sarah
“The best way out is always through.”

Brandon Beal

Managing Director
Meet Brandon
“Innovation distinguishes between a leader and a follower.”

Matt Beresh

Senior Managing Director, Chicago Office Lead
Meet Matt
"There are no secrets to success. It's the result of preparation, hard work & learning from failure"

John Bittner

Senior Managing Director
Meet John

Craig Boucher

Senior Managing Director
Meet Craig

Mike Brennan

Managing Director
Meet Mike

Ian Brown

Managing Director
Meet Ian

Wayne Carlson

Managing Director
Meet Wayne
“If you can't describe what you are doing as a process, you don't know what you're doing.”

Herb Cohen

Managing Director, Accounting Operations
Meet Herb
"The secret of getting ahead is getting started."

Mindy Dominek

Managing Director
Meet Mindy
“The whole future lies in uncertainty, live immediately.”

Justin D’Onofrio

Managing Director, Performance Management Team Lead
Meet Justin
"If everyone is moving forward together, then success takes care of itself."

Chris Durbin

Managing Director
Meet Chris
“It’s not about what it is, it’s about what it can become.”

Luke Espich

Managing Director
Meet Luke
"People do not decide to become extraordinary. They decide to accomplish extraordinary things"

Kipp Fagerstrom

Managing Director
Meet Kipp
“Success is not final; failure is not fatal: it is the courage to continue that counts.”

Isaac Freites

Managing Director
Meet Isaac
"The best way to predict the future is to create it."

Jeff Goltara

Managing Director
Meet Jeff
"You may be disappointed if you fail, but you are doomed if you don't try."

Rich Halevy

Managing Director
Meet Rich

Matthew Heard

Managing Director
Meet Matthew
“Such is life.”

Kristen Hearon

Managing Director
Meet Kristen
“An investment in knowledge pays the best interest.”

Will Holden

Managing Director
Meet Will
“When things don’t make sense, chances are you don’t have all the information.”

Nishant Machado

Senior Managing Director
Meet Nishant
"Never let a good crisis go to waste."

Sujay Madyastha

Managing Director
Meet Sujay
“If people like you, they’ll listen to you, but if they trust you, they’ll do business with you.”

Keith Maib

Senior Managing Director
Meet Keith
"Fire is the test of gold; fire, of good men."

Ian McCracken

Managing Director, Dallas Office Lead
Meet Ian
“I think I can - I think I can - I think I can. I thought I could.”

Richard Mizak

Managing Director
Meet Richard

Gary Moran

Managing Director
Meet Gary
“Don’t count the days, make the days count.”

John Moser

Managing Director
Meet John
"Surround yourself with the best people... you are a product of your environment!"

Andrew Muhlhauser

Managing Director
Meet Andrew
“Creativity – the more you use, the more you have.”

Melissa Kibler

Senior Managing Director
Meet Melissa
"Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not.”

Björn Knittel

Managing Director
Meet Björn
"Fortune favors the brave."

Michael Nowlan

Senior Managing Director
Meet Michael
“You can't always get what you want, But if you try sometime you find, You get what you need.”

Steve Lammin

Managing Director, Total Rewards and Operations
Meet Steve
“Don’t count the days, make the days count.” – Muhammad Ali

Eric Park

Managing Director
Meet Eric
“During your life, never stop dreaming.”

Matthew Pascucci

Senior Managing Director
Meet Matthew
“Yesterday’s home runs don’t win today’s games.”

Marc Passalacqua

Managing Director
Meet Marc
"The most meaningful way to succeed is to help others succeed."

Jeremy Pawlak

Managing Director
Meet Jeremy
“If you can dream it, you can do it.”

Ayla Queiroga

Managing Director
Meet Ayla
“The best view comes after the hardest climb.”

Rajan Raval

Managing Director
Meet Rajan
“We make a living by what we get. We make a life by what we give.”

Lauren Reddy

Managing Director
Meet Lauren
To inspire people, don’t show them your superpowers. Show them theirs.

Wen Rittsteuer

Managing Director
Meet Wen
“Leadership is about making others better as a result of your presence."

Brian Sammut

Managing Director
Meet Brian
“Plans are worthless, but planning is everything.”

Nate Saperia

Managing Director, Finance & Analytics
Meet Nate
“If you are working on something exciting that you really care about, you don’t have to be pushed."

Puneet Sapra

Managing Director
Meet Puneet
"Without knowledge action is useless, and knowledge without action is futile."

Steven Schweitzer

Managing Director
Meet Steven
"Always deliver more than expected."

Udit Sharma

Managing Director
Meet Udit
"Imagination is everything. It is the preview of life's coming attractions."

Amit Sinha

Managing Director
Meet Amit
"Perfection is the enemy of progress."

Joe Son

Managing Director
Meet Joe
"We are what they grow beyond. That is true burden of all masters.”

Barclay Stanton

Managing Director, Los Angeles Office Lead
Meet Barclay
“No one cares how much you know, until they know how much you care.”

Joe Stasi

Managing Director, Performance Management Team Lead
Meet Joe
"It’s hard to beat a person who never gives up.”

Chris Stipe

Managing Director
Meet Chris
"The ones who are crazy enough to think they can change the world, are the ones that do."

Tony Treccapelli

Managing Director
Meet Tony
“The journey of a thousand miles begins with a single step.”

Mathew Veedon

Managing Director
Meet Mathew
"We tend to overestimate the effect of technology in the short run."

Steve Weissenborn

Chief Information Officer
Meet Steve

Wing Wong

Managing Director
Meet Wing
"Don’t judge each day by the harvest you reap but the seeds that you plant."

Michelle Van Hellemont

Managing Director, Eastern Region Business Development Lead
Meet Michelle
“Action cures fear. You don’t have to be great to start, but you have to start to be great.”

Marc Glennon

Managing Director
Meet Marc
“Attitude is a little thing that makes a big difference.”

Faisal Jeddy

Managing Director
Meet Faisal
"The way to get started is to quit talking and begin doing."

Hal Polley

Managing Director, Western Region Business Development Lead
Meet Hal
“Everyone has a plan until they get punched in the mouth.”

Matt Tripodi

Managing Director
Meet Matt
"Stay humble, stay hungry."

Scott Robinson

Senior Director
Meet Scott

Eric Salit

Senior Director
Meet Eric
“Strive not to be a success, but rather to be of value.”

Rich Wicker

Director
Meet Rich

Drew Agnello

Vice President, Partnerships
Meet Drew

John Nail

Business Development Associate
Meet John
“Success is not final, failure is not fatal: it is the courage to continue that counts.”

Matt Beresh

Senior Managing Director, Chicago Office Lead
Meet Matt
"There are no secrets to success. It's the result of preparation, hard work & learning from failure"

John Bittner

Senior Managing Director
Meet John

Craig Boucher

Senior Managing Director
Meet Craig

Melissa Kibler

Senior Managing Director
Meet Melissa
"Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not.”

Nishant Machado

Senior Managing Director
Meet Nishant
"Never let a good crisis go to waste."

Keith Maib

Senior Managing Director
Meet Keith
"Fire is the test of gold; fire, of good men."

Michael Nowlan

Senior Managing Director
Meet Michael
“You can't always get what you want, But if you try sometime you find, You get what you need.”

Matthew Pascucci

Senior Managing Director
Meet Matthew
“Yesterday’s home runs don’t win today’s games.”

Paavan Choudary

Managing Director, Global Head of Data & Analytics
Meet Paavan
"If you can meet with Triumph and Disaster and treat them the same; Yours is the world"

Siddharth Jain

COO, Merilytics
Meet Siddharth
"A diamond is merely a lump of coal that did well under pressure."

Pawan Choudhary

Senior Vice President, Merilytics
Meet Pawan
"Leadership is action and not position."

Jaykumar Bidarkar

Senior Vice President, Merilytics
Meet Jaykumar
"Success is not final; failure is not fatal: it is the courage to continue that counts."

Dheeraj Devineni

Senior Vice President, Merilytics
Meet Dheeraj
"If you want to go fast, go alone. If you want to go far, go together."

Gaurav Agarwal

Vice President, Merilytics
Meet Gaurav
"Discipline is the bridge between goals and accomplishments."

Praveen Goud

Vice President, Merilytics
Meet Praveen
"Never forget what you are, the world will not. Wear it like armor & it can't be used to hurt you."

Manojpal Reddy

Vice President, Merilytics
Meet Manojpal
"Be mentally and emotionally involved in what you do, and great things will happen."

Careers

Ready to liberate yourself from traditional finance roles? There's a better way to work in finance. Help us prove it.

Our Story

In 2009, we set out to find a better way to work in finance and unlock value in private equity backed companies.

Locations

Offices coast-to-coast, with the ability to partner with portfolio companies everywhere in between. Come find us.
Ready to get stuff done?
Let's talk.
Want to join our team?
Browse opportunities.