Nate Abebe is the Founder and Managing Partner of Rockpoint Capital. Nate is an experienced investor with over 15 years’ experience as a principal investor in the natural resources and industrial sectors
Prior to founding Rockpoint, Nate worked at Orion Resource Partners, a global alternative investment management firm focused on the natural resources industry with $8 billion under management. During his investing career, Nate has completed over 15+ transactions and invested in approximately $1 billion of private capital. Previously, Nate was a trading analyst focused on derivatives and quantitative analysis.
Nate holds an MBA from The Wharton School of the University of Pennsylvania and Bachelor’s degree in Chemical Engineering from Rutgers University He currently resides in New York, NY
At Frisch Capital Partners, we realize the value of time and confidentiality to our Independent Sponsor clients, which is why our team dedicates its total resources to your deal while maintaining full discretion and professionalism Since 1996, the dedicated team of finance professionals at FCP have raised over $1 Billion of capital from lenders, private equity shops, family offices, etc. for its Independent Sponsors to buy companies in the middle market. In addition to raising capital for Independent Sponsors' acquisitions, FCP offers creative strategic advice for refinancing's and other unique transactions.
Andrew Engram founded Lightning Rod Capital with a mission to help founders and entrepreneurs succeed at realizing their vision. Trained as a venture capital analyst, Andrew has an extensive background in financial consulting and has advised many companies through both the capital raise and M&A processes Prior to founding Lightning Rod Capital, Andrew was a Co-founder and Managing Partner of a nationally recognized investment bank, Now Capital Advisors, executing transactions in the lower middle market. Additionally, he has prior experience as an analyst at Shepherd Ventures in San Diego. Andrew’s career before finance was focused on engineering and international project management in the energy sector. He is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC, holding Series 79, Series 63, and Series 82 licenses. He received his Master of Business Administration in Venture Capital & Private Equity from the University of California San Diego and a Bachelor of Science in Electrical Engineering from Texas A&M University.
The Gladstone Companies, an investment firm with over $1 billion in assets under management. Cratos Capital Partners, an Atlanta-based specialty finance company. SunTrust Bank – Corporate and Investment Banking. Sun Capital Partners, a Boca Raton-based private equity firm. CIT Business Credit
Bachelor's of Business Administration in Finance from Georgia Southern University
Current Source Capital Board of Directors Display it Holdings, M&M Refrigeration
Andrew Engram founded Lightning Rod Capital with a mission to help founders and entrepreneurs succeed at realizing their vision. Trained as a venture capital analyst, Andrew has an extensive background in financial consulting and has advised many companies through both the capital raise and M&A processes Prior to founding Lightning Rod Capital, Andrew was a Co-founder and Managing Partner of a nationally recognized investment bank, Now Capital Advisors, executing transactions in the lower middle market. Additionally, he has prior experience as an analyst at Shepherd Ventures in San Diego. Andrew’s career before finance was focused on engineering and international project management in the energy sector. He is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC, holding Series 79, Series 63, and Series 82 licenses. He received his Master of Business Administration in Venture Capital & Private Equity from the University of California San Diego and a Bachelor of Science in Electrical Engineering from Texas A&M University.
Rodrigo Feitosa
Meros Capital Founder
rfeitosa@meroscapital.com
linkedin.com/in/rodrigo-feitosa-1bba8320
Meros Capital is a Private Equity manager that provides capital and operational support to midmarket companies with high growth potential, with a focus on accelerating their expansion. We believe in an associative investment approach and that is why we work closely and collaboratively with the entrepreneurs and executives of the investee companies to help them scale their businesses.
Caroline Kung is the Managing Partner of SagePath Capital. With over 20 years of industry experience, she is an experienced investor with an extensive track record of executing private equity transactions and value creation at portfolio companies in business services, software, chemicals, healthcare, and retail Previously, Caroline was a Managing Director at H I G Capital She has served on the boards of eight companies.
Earlier in her career, Caroline worked at GB Merchant Partners, a consumer/retail private equity firm, and Merrill Lynch in mergers & acquisitions. Caroline also has operating experience in planning and strategy for the luxury brand, Armani.
Caroline has an A B in Psychology and East Asian Studies from Harvard College, magna cum laude with highest honors, and an MBA from Harvard Business School. She also has an MBA in International Luxury Brand Management from ESSEC Business School in France.
Doug Lancey is a Managing Director at Tamarix Capital Partners. Doug has over 15 years of experience in commercial and investment banking, and private credit.
Doug most recently served as a Vice President in TD Bank’s middle market group focused on sponsor and direct lending Prior to that he worked at Harvest Capital Credit, a lower middle market-focused Business Development Company (BDC) providing cash flow loans and minority equity investments to companies nationwide. Doug previously spent time working at Evolution Media Capital, an investment banking firm providing M&A advisory services to the professional sports, media, and entertainment industries. Earlier in his career he worked at lower middle market-focused credit funds HighPoint Capital (d/b/a Crescent Direct Lending) and NewStar Financial.
Doug is a CFA Charterholder In addition, he holds an MBA from the Fordham University Graduate School of Business. During his tenure at Fordham, he studied at China’s Peking University as part of the Beijing International MBA program. He holds a BA from the University of Massachusetts.
Paul Oris currently serves as a Vice President with Tecum. In this position, Paul is responsible for sourcing and analyzing mezzanine debt and equity investment opportunities for the firm. He is involved in all stages of the investment lifecycle, including sourcing, diligence, execution, and portfolio value creation
Paul currently serves as a Board Member for Keystone Foam and The Lewis Group, and a Board Observer for BPX Logistics, Helpful Hardware Company, Midwest Equipment, Automotive Systems Warehouse, Good Feet Store, Five Point Dental Specialists, and CDE Services. Before joining Tecum in 2018, Paul was a Senior Associate with Grossman Yanak & Ford, a public accounting firm based in Pittsburgh, PA. During his three years at GYF, Paul worked in the tax department and assisted primarily with private equity and real estate clients.
Paul received an M S in Accounting from Pennsylvania State University He is a CFA Charter holder and is a licensed CPA in the state of Pennsylvania. He currently serves on ACG Pittsburgh’s Future Corporate Leaders Board.
I incubate & buy digital media and services companies within Spacebar Ventures, a Holding Company I founded in late 2021. I also occasionally invest in startups, particularly B2B SaaS.
I previously founded OpGen Media, a Marketing Operations and Demand Generation agency that worked with companies such as Citrix, DocuSign, Oracle, Vertex, PwC and various startups. We were acquired in March of 2021.
Originally from a small town in the Finger Lakes in Upstate New York, Linus Walton is Founder & Managing Partner of Ten Mile Capital, a lower middle-market private equity firm investing in companies with $2-10M of EBITDA.
Prior to founding Ten Mile, Linus was an investor at The Chernin Group (TCG), a consumer-focused private equity firm with $3B AUM. While at TCG, he led TCG's investment in Epic Gardening and served as COO from 2021 to 2023, helping the business scale 5x+ through acquisitions and organic growth initiatives. Prior to TCG, Linus was a Vice President at Strattam Capital, a private equity firm that invests in founder-led, independent software, technology and tech-enabled business services companies across North America.
Previously, Linus worked in the Communications, Media & Technology investment banking group at TD Securities and began his career at Stanwich Advisors raising capital for private equity and venture capital firms globally.
Linus holds a B.A. in Economics (honors) from Hamilton College, where he played football.
Jarrett Wood
SharpeVue Capital Principal, Private Credit & Equity
Jarrett assists in the sourcing, underwriting, and monitoring of private credit and equity investments. Prior to joining SharpVue, he served in principal investing roles at Triangle Capital Corp. and Gladstone Capital Corp., two publicly traded business development companies. In these roles, Jarrett underwrote and structured debt and equity securities in lower middle market companies for buyout, recapitalization, and growth capital transactions. Jarrett began his career as an Investment Banking Analyst at BB&T Capital Markets where he was responsible for advising aerospace companies and government contractors on M&A advisory and private placement transactions.
