David FinleyManaging Director Phone: 617.695.0201 Email: firstname.lastname@example.org
Mr. Finley is a Managing Director in Sverica’s Boston office, having joined the firm in October 2006. Mr Finley sits on the Board of Center Rock, Dexmet, Med First, Resonetics, and US Liner. Mr. Finley is a former Director of RestorixHealth which was sold to Leonard Green & Partners, the Bartech Group which was sold to Impellam Group PLC (LON: IPEL) and MC Sign which was sold to Caltius Equity Partners.
Prior to joining Sverica, Mr. Finley served as a senior manager at The Parthenon Group, a strategy consulting firm, where he provided advisory services to private equity, mid-market and Fortune 1000 clients. Prior to joining Parthenon, Mr. Finley worked for Bain & Company as a consultant. Between Bain and Parthenon, he conducted a business turnaround as President of a manufacturing company in the custom wood products industry.
Mr. Finley graduated with distinction from the U.S. Naval Academy with a BS in Mechanical Engineering after which he served as a pilot and squadron maintenance division officer in the Navy. Mr. Finley transitioned from the Navy by attending the Amos Tuck School at Dartmouth College where he earned his MBA with distinction and was an Amos Tuck Scholar.
Jordan RichardsManaging Director Phone: 415.249.0126 Email: email@example.com
Mr. Richards is a Managing Director in Sverica’s San Francisco office. He joined Sverica in early 2009 and sits on the board of 7Summits, DocuLynx, iWave Information Systems, and Quest Education. Mr. Richards is a former Director of the Bartech Group which was sold to Impellam Group PLC (LON: IPEL).
Mr. Richards has nearly two decades of private equity, public equity and investment banking experience at JP Morgan Partners, Citadel Investment Group, Pequot Capital Management and Donaldson, Lufkin & Jenrette. Over the course of his career, Mr. Richards has invested in many different businesses and industries including business services, software, general industrial and manufacturing, technology media and telecom, retail and alternative energy. At Sverica, Mr. Richards is focused on business and technology services.
A native of the northeast, Mr. Richards earned his BA in Government from Dartmouth College and his MBA from the Amos Tuck School of Business at Dartmouth College.
Frank YoungManaging Director Phone: 415.249.4903 Email: firstname.lastname@example.org
Mr. Young is a Managing Director in Sverica’s San Francisco office. He officially joined Sverica in January 2007, but had worked closely with the team since 2003 as the CEO of PsPrint, LLC, a prior Sverica portfolio company.
Under Mr. Young’s leadership PsPrint’s revenues quadrupled and cash flows more than tripled. PsPrint was sold in 2011 to Deluxe Corporation (NYSE: DLX). Mr. Young is actively involved on the boards of portfolio companies Synoptek and Syscon Justice Systems. Mr. Young is a former Director of Optiv (FKA Accuvant), which was sold to KKR (NYSE: KKR), and Pivot Data Centres, which was sold to Rogers Communications (TSE: RCI).
Prior to partnering with Sverica on PsPrint, Mr. Young worked in San Francisco with another middle market private equity firm called Alpine Investors and in the Mergers & Acquisitions Group at Robertson Stephens.
Mr. Young relocated to the Bay Area in 2000 after spending most of his life in the southeast. Born and raised in Alabama, Mr. Young received an MBA from the Fuqua School of Business at Duke University and a BA from Wake Forest University. Mr. Young has also received the designation Chartered Financial Analyst from the Association of Investment Management and Research / CFA Institute.
Ryan HarstadVice President Phone: 415.249.0127 Email: email@example.com
Mr. Harstad is a Vice President in Sverica’s San Francisco office, which he joined in 2011. He currently serves on the boards of 7Summits, iWave Information Systems and Synoptek and previously served on the boards of Pivot Data Centres (sold to Rogers Communications (TSE: RCI)) and Sheet Music Plus (sold to Hal Leonard). He focuses on sourcing and evaluating new investments, transaction execution, and portfolio company operations.
Mr. Harstad previously worked with Friedman Fleischer & Lowe (“FFL”), a private equity firm based in San Francisco. At FFL, he evaluated opportunities and executed transactions across a variety of industries including healthcare services and consumer products. Prior to that, he was an Analyst with the Industrials Group in Lehman Brothers’ Investment Banking division in New York.
Mr. Harstad graduated magna cum laude with a BS in Analytical Finance from Wake Forest University and earned an MBA with honors from the Wharton School at the University of Pennsylvania.
Gregg OsenkowskiVice President Phone: 617.695.0275 Email: firstname.lastname@example.org
Mr. Osenkowski is a Vice President in the Boston office. He joined Sverica in 2006 as an Associate and focuses on Sverica’s healthcare investments. Mr. Osenkowski is on the board of Med First and Resonetics. He focuses on sourcing and evaluating new investments, transaction execution, and portfolio company operations.
He was previously with Greenwich Strategy a boutique strategy consulting firm in Providence, RI. At Greenwich Strategy, Mr. Osenkowski conducted due diligence for private equity transactions and consulted to firms in various industries including: business services, manufacturing and technology.
Mr. Osenkowski is a summa cum laude graduate of Northeastern University, where he earned a dual degree in finance and economics. He also holds a graduate degree in economics from New York University.
Richard BhambSenior Associate Phone: 415.249.4907 Email: email@example.com
Mr. Bhamb is a Senior Associate in the San Francisco office. He focuses on sourcing and evaluating new investment opportunities, executing transactions, and supporting portfolio companies.
Prior to joining Sverica, he was an Associate at Warburg Pincus in New York City, where he sourced and executed investments in high-growth technology and business services companies. He began his career in Barclays’ M&A advisory practice covering the financial technology sector.
Mr. Bhamb earned his MBA from The Wharton School of the University of Pennsylvania and his BBA in Finance, Investment and Banking from University of Wisconsin-Madison.
Michael DoughertySenior Associate Phone: 415.249.4908 Email: firstname.lastname@example.org
Mr. Dougherty is a Senior Associate in the San Francisco office. He focuses on sourcing and evaluating new investment opportunities, transaction execution, and portfolio company support.
Prior to joining Sverica, he was an analyst in Deutsche Bank’s Financial Institutions Group in New York City. While at Deutsche Bank, he was responsible for buy and sell-side M&A advisory assignments, as well as capital raising transactions in both the debt and equity markets, focusing mainly on the Financial Technology sector.
Mr. Dougherty earned his undergraduate degree in Economics at Brown University. He currently lives in San Francisco.
Stephanie HooSenior Associate Phone: 617.236.5775 Email: email@example.com
Ms. Hoo is a Senior Associate in the Boston office. She focuses on sourcing and evaluating new investment opportunities, industry research, and portfolio company operations.
Prior to joining Sverica, she worked at The Lucas Group (“TLG”), a boutique management consulting firm based in Boston. While at TLG, she performed both due diligence and portfolio work for private equity clients and worked on strategy projects across a variety of industries including technology, transportation and logistics, light manufacturing, and healthcare.
Ms. Hoo holds a B.A. in Economics from the University of Pennsylvania. She currently resides in Boston.
Greg HylantSenior Associate Phone: 617.695.0010 Email: firstname.lastname@example.org
Mr. Hylant is a Senior Associate in the Boston office. He focuses on sourcing and evaluating new investment opportunities, industry research, and portfolio company operations.
Prior to joining Sverica, he was a Senior Associate consultant in the New York office of L.E.K. Consulting, a global management consulting firm. While at L.E.K., he performed due diligence for private equity clients and worked on strategy projects across a variety of industries including healthcare services, medical devices, and education.
Mr. Hylant earned his undergraduate degree in public policy from Duke University, and a Master’s in Management Studies from the Fuqua School of Business. He currently resides in Boston.
Brennan McCormickSenior Associate Phone: 415.249.0125 Email: email@example.com
Mr. McCormick is an Senior Associate in the San Francisco office. He focuses on sourcing and evaluating new investment opportunities, industry research, and portfolio company operations.
Prior to joining Sverica, he was an Associate Consultant in the Atlanta office of Bain & Company. While at Bain, he worked on strategy and performance improvement projects across a number of industries including consumer goods, logistics, healthcare IT, and regulated utilities.
Mr. McCormick earned his undergraduate degree in Political Science cum laude from Davidson College. He currently resides in San Francisco.
Robert AwhAssociate Phone: 617-545-4091 Email: firstname.lastname@example.org
Mr. Awh is an Associate in the Boston office. He focuses on sourcing and evaluating new investment opportunities, transaction execution, and portfolio company operations.
Prior to joining Sverica, he was a Senior Analyst for CapitalSpring, a private equity firm based in New York. At CapitalSpring, he evaluated opportunities and executed transactions in the restaurant industry. Prior to that, he was a Strategy & Operations Analyst at Deloitte Consulting, where he supported engagements across the manufacturing, life sciences, and financial services industries.
Mr. Awh earned his undergraduate degree in International Studies and Finance from Washington University in St. Louis.
Fred MessnerAssociate Phone: 415.249.4902 Email: email@example.com
Mr. Messner is an Associate in the San Francisco office. He focuses on sourcing and evaluating new investment opportunities, executing transactions, and supporting portfolio companies.
Prior to joining Sverica, he was a Business Analyst in the Dubai and Washington D.C. offices of McKinsey & Company. While at McKinsey, he served clients in the healthcare, telecom, financial services, and consumer sectors on strategic and operational engagements.
Mr. Messner holds a B.S. in International Political Economy magna cum laude from the Walsh School of Foreign Service at Georgetown University. He currently resides in San Francisco.
George AggourasChief Financial and Compliance Officer Phone: 617.695.0274 Email: firstname.lastname@example.org
Mr. Aggouras joined Sverica in 2017 and works in the firm’s Boston office as Chief Financial Officer. In that capacity he oversees all finance and administration functions for the firm.
Prior to joining Sverica, Mr. Aggouras ran a consulting practice for over 13 years where he served as Chief Financial Officer to various private equity and venture capital firms. In that role, he lent his practical experience to issues involving valuation, accounting, allocations, fund administration, financial planning, and compliance. Previously, Mr. Aggouras was a manager with PricewaterhouseCoopers, where he worked predominantly with investment management clients.
Mr. Aggouras is a Certified Public Accountant and graduated from Babson College with a BA in accounting.
Melanie FioreOperations Manager Phone: 617.695.0221 Email: email@example.com
Melanie Fiore is the Operations Manager for Sverica and is located in the Boston office. She distributes all limited partner communication and administers human resources aspects for Sverica.
Ms. Fiore’s background is in trade show and conference operations, which she ran for two major events for Sverica’s first portfolio company, Gainshare Media. The Super Floral Show, a trade show with over 300 floral exhibitors and the Administrative Professionals Conerence, attended by approximately 2,000 administrative and executive assistants, were the premier events in their industries.
A long-time New England resident, Ms.Fiore earned an undergraduate degree in hotel, restaurant and travel administration from the University of Massachusetts Amherst. She lives in the Boston area with her husband and two sons.
Nathalie AllenExecutive Assistant Phone: 415.249.4906 Email: firstname.lastname@example.org
Mrs. Allen is the executive assistant and office manager for the San Francisco office. She controls executive scheduling and provides direct support to the executive team, as well as general office support to ensure day-today operations run smoothly.
Previously she was at Credit Suisse in San Francisco, CA. At Credit Suisse, Mrs. Allen provided support to M&A executives. Prior to that, she was with Paul A. Violich, Inc., providing executive and general office support.