We owe our success to our diversity of talent, perspectives and industry expertise.

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Katie-Rose (Higgins) Austin

Vice President

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Katie-Rose (Higgins) Austin

Vice President

Biography

Ms. Katie-Rose Austin (formerly Ms. Higgins) joined Falfurrias Capital Partners as an Analyst in 2016, was promoted to Associate in 2018 and Vice President in January 2021. In her role as Vice President, Ms. Austin is responsible for acquisition sourcing, structuring, deal execution, and portfolio company support. She leads the Education & Workforce Development practice and primarily covers the business services sector. Ms. Austin played golf collegiately for Vanderbilt University and the University of South Carolina.

Career Highlights

  • Promoted to Associate in 2018 and Vice President in 2021
  • Joined Falfurrias Capital Partners in 2016
  • Interned as an Analyst at Sherman Financial Company

Current Board Memberships

  • Engage fi
  • Carolina Youth Coalition

Education

  • M.Ed. Vanderbilt University, Leadership & Organizational Performance, Summa Cum Laude
  • B.S. University of South Carolina Honors College, Accounting Major, Finance Minor Summa Cum Laude
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Michael Baker

Associate

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Michael Baker

Associate

Biography

Mr. Michael Baker joined Falfurrias Management Partners as an Associate in 2023.  Previously, Mr. Baker served as an Analyst at Lazard Freres & Co., the world’s largest independent investment bank, where he focused on mergers and acquisitions in the Industrial Software and Technology group.  He earned a B.S. in Business Administration from the University of Richmond’s Robins School of Business where he graduated as Salutatorian and Academic All-American, having served as two-time captain of the men’s golf team.

Career Highlights

  • Joined Falfurrias Management Partners as an Associate in 2023
  • Former Investment Banking Analyst at Lazard Freres & Co.

Education

  • B.S. University of Richmond, Business Administration Major, Concentration in Finance, Salutatorian Robins School of Business, Summa Cum Laude
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Stephen Brady

Vice President, Finance

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Stephen Brady

Vice President, Finance

Biography

Mr. Stephen Brady joined Falfurrias Management Partners in November 2021, and currently serves as Vice President of Finance.  Mr. Brady works with the Finance Team to support the deal execution process, post-close integration, and ongoing monitoring of portfolio company performance.

Prior to joining the firm, he worked at BDO as a Senior Manager in the Transaction Advisory Services Group.  He provided services to private equity and corporate clients on both buy-side and sell-side stand-alone transactions, carve-out transactions, and add-on acquisitions.  Prior to BDO, Mr. Brady performed assurance services at PwC.

Mr. Brady earned a Bachelor of Arts in Economics from Vanderbilt University and a Masters in Professional Accountancy from the University of Texas McCombs School of Business.

Career Highlights

  • Vice President of Finance at Falfurrias Management Partners
  • Senior Manager in the Transaction Advisory Services group at BDO
  • Performed assurance services at PwC

Education

  • Bachelor of Arts in Economics – Vanderbilt University
  • Masters in Professional Accountancy – McCombs School of Business, University of Texas
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Amy Brandt

Partner

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Amy Brandt

Partner

Biography

Ms. Amy Brandt joined Falfurrias as a Partner in 2023 to help lead Falfurrias Growth Partners.  Prior to joining the firm, she was Operating Executive Director at Serent Capital.  Serent Capital is a leading lower-middle market private equity firm focused on investing in high growth service and technology businesses.

Most recently Ms. Brandt was the President and Chief Executive Officer of First American Docutech, providing an end-to-end integrated digital mortgage experience that enables lenders to accelerate the real estate closing process.  She currently sits on the First American Advisory Council. In addition to her executive career, Ms. Brandt currently serves on the boards of Studio Designer, Quisitive Technologies, InhabitIQ, and the Institute of International Education.

Ms. Brandt has over 20 years of successful experience as an accomplished entrepreneur and senior executive with multiple successful private equity backed exits.  She is a multi-award winner, including Housing Wire’s Vanguard Award and Institute of International Education’s Centennial Medal.

Prior to First American Docutech, Ms. Brandt was the President of Originations and Corporate Technology at New Penn Financial, and prior to Penn Financial, the Chief Operating Officer of Prospect Mortgage, Chief Executive Officer of Vantium Capital and head of GE Money Mortgage North America.

Ms. Brandt earned a JD from Arizona State College of Law and a BA in political science from the University of Southern California.

Career Highlights

  • Joined Falfurrias as a Partner in 2023
  • Operating Executive Director at Serent Capital
  • President and CEO of First American Docutech
  • Currently a member on the First American Advisory Council

Current Board Memberships

  • NPI
  • O2X
  • Studio Designer
  • Quisitive Technologies
  • InhabitIQ
  • Institute of International Education

Education

  • JD – Arizona State College of Law
  • BA – Political Science – University of Southern California
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Nick Bueno

Managing Director, Strategy and Market Insights

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Nick Bueno

Managing Director, Strategy and Market Insights

Biography

Mr. Nick Bueno joined Falfurrias Management Partners as a Director in 2019.  He was promoted to Managing Director/Head of Strategy and Market Insights in September, 2021.  He oversees a team that works to develop and substantiate Falfurrias’ proprietary investment theses, support market and commercial diligence on its investments, and work alongside the management teams of newly joined portfolio companies to develop growth strategies and other value creation opportunities.

Previously, Mr. Bueno was at McKinsey & Company where he focused on growth and go-to-market strategy, operational excellence, and was a member of the Marketing & Sales and Digital practices. While at McKinsey, he advised clients across a range of industries including Tech, Media & Telecom, Industrials, Manufacturing, Food & Beverage, Financial Services, and Professional Services.

Career Highlights

  • Promoted to Managing Director/Head of Strategy & Market Insights in September, 2021
  • Joined Falfurrias Management Partners in 2019
  • Former Management Consultant at McKinsey & Company 2014 – 2019
  • Former Summer Associate, M&A, Private Equity, & Capital Markets at Simpson Thacher & Bartlett
  • Former Summer Associate, M&A, Private Equity, at Latham & Watkins

Current Board Memberships

  • Aqua Quality Solutions (Rusco and Vu-Flow)

Education

  • JD, cum laude, Georgetown Law
  • BA, Political Science, University of Florida
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Michael Clifton

Partner

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Michael Clifton

Partner

Biography

Mr. Michael Clifton joined Falfurrias Growth Partners as a partner in 2022. He helps lead Falfurrias Growth Partners and serves on its investment committee. He has more than 20 years of private equity and finance experience including helping lead technology and business services investing for The Carlyle Group’s flagship U.S. Buyout private equity group and co-founding Supernova Partners, a sponsor of multiple blank-check companies. He has significant experience investing in software, business services, and fintech companies. He is currently a director of Rigetti Computing (NASDAQ:RGTI) and has served on several private company and non-profit boards.

Mr. Clifton earned an AB, cum laude, in classics from Davidson College, and an MBA with High Distinction from the Harvard Business School where he was a Baker Scholar.

Career Highlights

  • Joined Falfurrias Growth Partners as a partner in 2022
  • Co-founder and CFO of Supernova Partners
  • U.S. Buyout Team at The Carlyle Group
  • Brazos Private Equity Partners and Arcapita
  • M&A group of Banc of America Securities

Current Board Memberships

  • Rigetti Computing (NASDAQ:RGTI)
  • O2X
  • NPI

Education

  • MBA with High Distinction from the Harvard Business School where he was a Baker Scholar
  • AB – Davidson College – cum laude
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Brigitte Corbell

Analyst

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Brigitte Corbell

Analyst

Biography

Ms. Brigitte Corbell joined Falfurrias Growth Partners as an Analyst in 2023.  Previously, Ms. Corbell served as an Analyst at Piper Sandler in San Francisco.  While at Piper Sandler, she was a member of the Technology Group, focusing on mergers and acquisitions, equity raises, and private placements.

Ms. Corbell earned a B.B.A in Finance from the University of Georgia.

Career Highlights

  • Joined Falfurrias Growth Partners as an Analyst in 2023
  • Former Investment Banking Analyst at Piper Sandler

Education

  • B.B.A in Finance from the University of Georgia, Magna Cum Laude
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Marek Davis

Associate, Strategy and Market Insights

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Marek Davis

Associate, Strategy and Market Insights

Biography

Mr. Marek Davis joined Falfurrias Management Partners as an Associate in 2023 and is in the Strategy and Market Insights Group. Previously, Mr. Davis worked for Boston Consulting Group where he delivered growth and environmental sustainability strategy projects for private equity and Fortune 500 clients.

Career Highlights

  • Joined Falfurrias Management Partners as an Associate in 2023
  • Formerly with Boston Consulting Group

Education

  • B.S. in Industrial Engineering from Purdue University
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Lachlan Dent

Analyst, Strategy and Market Insights

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Lachlan Dent

Analyst, Strategy and Market Insights

Biography

Mr. Lachlan Dent joined Falfurrias Management Partners as an Analyst in 2023.  Previously, Mr. Dent worked as a Summer Analyst at Sunstone Partners where he focused on sourcing companies and investment due diligence.  Mr. Dent graduated from the Wharton School of the University of Pennsylvania with a B.S. in Economics.

Career Highlights

  • Joined Falfurrias Management Partners in 2023
  • Former Summer Analyst at Sunstone Partners
  • Former Summer Analyst at Cascadia Capital

Education

  • B.S. in Economics from Wharton, Magna cum Laude
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Cam Dyer

Partner & FGP IC Chair

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Cam Dyer

Partner & FGP IC Chair

Biography

Mr. Cam Dyer began working with Falfurrias Management Partners in 2021 as coinvestor and lead Advisory Board member for Crosslake Technologies.  Since that time, he has worked closely with Ed McMahan and the FCP partners to develop and launch FGP I.  Mr. McMahan and Mr. Dyer first worked together more than twenty years ago in lower middle market private equity and investment banking.  Mr. Dyer previously served as Managing Director and Partner of The Carlyle Group, which he joined in 2002.  During his 19 years with Carlyle, in which he became Global Co-head of Carlyle’s TMT sector, Mr. Dyer successfully completed investments across application software, data and information technology, IT Services and infrastructure businesses.

Prior to joining Carlyle, Mr. Dyer was an associate with the private equity firm William Blair Capital Partners, a consultant with Bain & company, and an investment banking analyst in the M&A Group of Bowles, Hollowell, Conner & Co.  He earned his MBA with High Distinction from Harvard Business School, where he was a Baker Scholar, and his BS, Magna Cum Laude, from Washington & Lee University.

Mr. Dyer currently serves as a director on the boards of Cadence RX, Carolina Tractor & Equipment Company, and non-profit Aspire Community Capital.  He also serves on the Advisory Boards of Melior Equity Partners (formerly Carlyle Ireland), WSC & Co. and Crosslake Technologies.

Career Highlights

  • Joined Falfurrias Growth Partners as a partner in 2022
  • Managing Director & Partner of The Carlyle Group
  • Associate with William Blair Capital Partners
  • Consultant with Bain & Company
  • Investment Banking Analyst in the M&A Group of Bowles, Hollowell, Conner & Co.

Current Board Memberships

  • Cadence RX
  • Carolina Tractor & Equipment Company
  • Aspire Community Capital (non-profit)

Advisory Boards

  • Melior Equity Partners
  • WSC & Co.
  • Crosslake Technologies

Education

  • MBA with High Distinction from Harvard Business School, where he was a Baker Scholar
  • BS from Washington & Lee University – magna cum laude
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Jubal Early

Senior Associate

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Jubal Early

Senior Associate

Biography

Mr. Jubal Early joined Falfurrias Management Partners as an Associate in 2021 and was promoted to Senior Associate in July 2023.  Previously, Mr. Early served as an Analyst at Truist Securities (formerly SunTrust Robinson Humphrey). While at Truist, he focused on mergers and acquisitions, equity financings and leveraged finance transactions for both public and private companies as a member of the Technology, Media and Telecommunications group. Mr. Early played Division I golf for Bucknell University.

Career Highlights

  • Promoted to Senior Associate in July 2023
  • Joined Falfurrias Management Partners as an Associate in 2021
  • Former Investment Banking Analyst at Truist Securities

Education

  • B.A. Bucknell University, Economics Major, Focus in Finance, Minor in Religious Studies, Cum Laude
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Donna Estes

Office Administrator

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Donna Estes

Office Administrator

Biography

Ms. Donna Estes joined Falfurrias Management Partners in 2014 following twenty-three gratifying years with the Charlotte law firm of Robinson, Bradshaw & Hinson, P.A. As the administrative support for more than 125 attorneys and staff, Ms. Estes skillfully managed all client and visitor interactions, serving as the indispensable first point of contact. Her dedication extends beyond the office, where for over two decades, she has been a valued member and volunteer of the ladies’ auxiliary of the Red Fez Shrine Club and has passionately contributed to fundraising efforts for Shriner’s Hospitals for children. Ms. Estes commitment is further exemplified by her past roles as president, treasurer, and chair of the ways and means committee.

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Lindsay Gates

Director, Talent

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Lindsay Gates

Director, Talent

Biography

Ms. Lindsay Gates joined Falfurrias Management Partners as Head of Talent in 2023.  She is responsible for leading all talent initiatives and supports the firm’s portfolio companies and Industry First campaigns.  Prior to joining Falfurrias, Lindsay spent four years as Head of Talent at Juxtapose, an investment firm focused on company creation.  In this role, she built out portfolio company senior executive teams and served as talent counsel for CEOs across Juxtapose’s ventures while also leading recruiting and talent initiatives for the fund.

Before joining Juxtapose, Lindsay was a Principal at Rich Talent Group, a boutique executive search firm in San Francisco, where she led searches for growth-stage digital consumer businesses.  Lindsay studied at Bowdoin College and earned her MBA at UVA’s Darden School of Business.

Career Highlights

  • Joined Falfurrias Management Partners as Head of Talent in 2023
  • Head of Talent at Juxtapose
  • Principal, Rich Talent Group

Education

  • MBA, University of Virginia, Darden School of Business
  • B.A. Bowdoin College
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Brian Graybeal

Director, Finance

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Brian Graybeal

Director, Finance

Biography

Mr. Brian Graybeal joined Falfurrias Management Partners in July 2021 and currently serves as a Director of Finance.  Mr. Graybeal works with the Finance Team to support acquisition due diligence, post-close integration, and ongoing management support.  Prior to joining the firm, he held corporate finance roles including CFO for a regional casual dining chain, VP of Finance for a professional services firm, and VP of Finance for Bank of America.

In addition, Mr. Graybeal has provided buy-side and sell-side accounting and finance due diligence to private equity clients with several national firms.  Mr. Graybeal earned a BS in Business Administration and Master of Accounting from the Kenan-Flagler Business School at the University of North Carolina.

Career Highlights

  • Promoted to Director at Falfurrias Management Partners, January 2023
  • Joined Falfurrias Management Partners in 2021 as Vice President of Finance
  • CFO of a regional casual dining chain
  • VP of Finance for a professional services firm
  • VP of Finance for Bank of America

Education

  • BS in Business Administration – University of North Carolina
  • Master of Accounting – Kenan-Flagler Business School, University of North Carolina
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Rebecca Green

Associate, Strategy and Market Insights

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Rebecca Green

Associate, Strategy and Market Insights

Biography

Ms. Rebecca Green joined Falfurrias Management Partners as an Associate in 2022 and is in the Strategy and Market Insights Group.  Prior to joining Falfurrias, Ms. Green was at McKinsey & Company and was affiliated with the consumer & retail practice, primarily advising clients on growth and transformation topics.  Ms. Green also served as the Business Manager for Atlanta Committee for Progress, a coalition of Atlanta’s top business, civic, and academic leaders.

Career Highlights

  • Joined Falfurrias Management Partners as an Associate in 2022
  • Management Consultant at McKinsey & Company
  • Business Manager for Atlanta Committee for Progress

Education

  • B. S. Washington and Lee University, Honors in Accounting and Business Administration, Minor in Poverty and Human Capabilities Studies, Magna Cum Laude
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Kathryn Harris

Assistant Controller

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Kathryn Harris

Assistant Controller

Biography

Ms. Kathryn Harris joined Falfurrias Management Partners in July 2023, and currently serves as Assistant Controller, working with Ms. Timm and Mr. Heidel on fund administration and investor relations, as well as assisting on tax matters.  Prior to Falfurrias, Ms. Harris was a senior tax consultant with Deloitte where she focused her attention on private equity funds.

Ms. Harris holds a Master’s Degree in Professional Accountancy and a Bachelor’s Degree in Accounting from Clemson University.

Career Highlights

  • Joined Falfurrias Management Partners in July, 2023
  • Senior Tax Consultant at Deloitte Tax LLP

Education

  • Master’s Degree in Professional Accountancy – Clemson University
  • B.S. Clemson University, Accounting Major, Finance Minor, summa cum laude
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Rob Heidel

Vice President of Finance, Tax, & Chief Compliance Officer

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Rob Heidel

Vice President of Finance, Tax, & Chief Compliance Officer

Biography

Mr. Rob Heidel joined Falfurrias Management Partners in 2021 and currently serves as the Vice President of Finance, Tax and Chief Compliance Officer. Mr. Heidel is responsible for fund administration, investor relations, SEC compliance, and leverages his past experience to assist the portfolio with tax strategy. Prior to joining the firm, he served as a Senior Manager in PriceWaterhouseCoopers Asset & Wealth Management practice. Mr. Heidel specialized in tax due diligence, tax structuring, and tax compliance for private equity funds as well as portfolio companies throughout his public accounting career.

Mr. Heidel holds a Bachelor of Science in Business Administration from East Carolina University and a Master of Science in Taxation from the University of Central Florida.

Career Highlights

  • Joined Falfurrias Management Partners in March 2021, and promoted to Chief Compliance Officer in May 2024.
  • Senior Manager in PriceWaterhouseCoopers Asset & Wealth Management practice.

Education

  • Master of Science in Taxation – University of Central Florida
  • Bachelor of Science in Business Administration – East Carolina University
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Lindsey Heiser

Executive Assistant

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Lindsey Heiser

Executive Assistant

Biography

Ms. Lindsey Heiser joined Falfurrias Management Partners in 2023 following almost 14 years at Novant Health.  During Ms. Heiser’s career at Novant Health, she provided strategic administrative support to multiple senior leaders, and most recently was the Administrative Manager to the EVP and Chief Consumer Officer.  In addition, Ms. Heiser helped plan events for the greater Charlotte market, and taught business fundamentals to administrative professionals throughout Novant Health as a Star Achievement Certified Trainer (Office Dynamics International, Inc.).  As Executive Assistant at Falfurrias, she will provide administrative support to Amy Brandt, Michael Clifton, Cam Dyer and Nick Bueno.

Career Highlights

  • Joined Falfurrias Management Partners in 2023 as an Executive Assistant
  • Formerly an Administrative Manager with Novant Health

Education

  • Bachelor of Arts, Psychology – University of North Carolina at Wilmington (UNCW)
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Grant Hundley

Vice President

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Grant Hundley

Vice President

Biography

Mr. Grant Hundley joined Falfurrias Capital Partners as an Associate in 2020. Previously, Mr. Hundley served as a special operations and infantry officer in the United States Marine Corps. He earned a master of science degree in nuclear engineering from Texas A&M University and a bachelor of science degree in physics from the U.S. Naval Academy.

Career Highlights

  • Promoted to Vice President at Falfurrias Capital Partners in December, 2022
  • Promoted to Senior Associate at Falfurrias Capital Partners in 2021
  • Joined Falfurrias Capital Partners as an Associate in 2020
  • Special operations and infantry officer in the United States Marine Corps

Current Board Memberships

  • Synergy ECP

Education

  • MS from Texas A&M University
  • BS from the United States Naval Academy
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Chip Johnson

Partner

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Chip Johnson

Partner

Biography

Chip Johnson is a Partner and leads the firm’s investments in Food & Beverage and Industrial Technology.  He re-joined Falfurrias Capital Partners in 2016 and was promoted to Partner in January 2021. Previously, Mr. Johnson was Chief Financial Officer of North American T&D Group, a Falfurrias Capital Partners-backed holding company for investments in the Power Transmission and Distribution Industry. Prior to North American T&D Group, Mr. Johnson served as a Senior Associate with Falfurrias Capital Partners where he focused on acquisition targeting, due diligence, structuring and execution. Prior to Falfurrias Capital Partners, Mr. Johnson served as a financial analyst for McColl Partners, a Charlotte, North Carolina based middle-market investment bank. Mr. Johnson also served as the Founding Curator of the World Economic Forum’s Global Shaper Initiative in Charlotte and currently serves on the Board of Junior Achievement of Central Carolinas.

Career Highlights

  • Re-joined Falfurrias Capital Partners in 2016 and was promoted to Partner in 2021
  • Former Chief Financial Officer of North American T&D Group
  • Served as Senior Associate with Falfurrias Capital Partners
  • Former Financial Analyst with McColl Partners
  • Founding Curator of World Economic Forum’s Global Shapers Initiative in Charlotte

Current Board Memberships

  • Sauer Brands, Inc.
  • FM Expressions
  • Carolina Foods, LLC
  • Local Hive
  • Junior Achievement of Central Carolinas

Education

  • BS in Commerce and BA in Government from the University of Virginia
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John Jordan

Managing Director, Risk and Integration

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John Jordan

Managing Director, Risk and Integration

Biography

Mr. Jordan joined Falfurrias Management Partners in June 2019. Prior to joining the firm, he served as Chief Financial Officer of Bojangles’, a $1.3 billion systemwide sales quick service restaurant brand and former holding of Fund 1. He assisted with three private equity transactions as well as taking Bojangles’ public during his 13-year tenure. Prior to Bojangles’, he served as Treasurer of Parnell-Martin for 10 years, a Charlotte-based plumbing wholesale distributor, where he was responsible for accounting and financial reporting, human resources, and risk management. Mr. Jordan previously worked for Coopers & Lybrand from 1990-1995 as a Manager and spent time in both the audit and tax practices.

Career Highlights

  • Joined Falfurrias Management Partners in June of 2019
  • Served as Chief Financial officer of Bojangles’ for 13 years
  • Recognized as ‘CFO of the Year for Large Private Companies’ by the Charlotte Business Journal
  • Recognized in Charlotte’s ’40 Under 40′ list of up-and-coming leaders under the age of forty
  • Served as Treasurer of Parnell-Martin for 10 years
  • Formerly worked for Coopers & Lybrand as a Manager

Current Board Memberships

  • Vice Chairman of The Salvation Army Adult Rehabilitation Center Advisory Council in Charlotte

Education

  • BS in Accounting from Wake Forest University
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Matthew Kilian

Managing Director, Risk and Integration

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Matthew Kilian

Managing Director, Risk and Integration

Biography

Mr. Kilian joined Falfurrias Management Partners in June 2014.  His primary responsibilities focus on risk assessment through the deal execution process, transaction integration, and ongoing monitoring of portfolio company performance, but he also maintains responsibilities with the management company and fund oversight. He was promoted to Managing Director in September, 2021 and served as Chief Compliance Officer from the date of Falfurrias’ initial SEC registration in 2015, building out the compliance program, through May 2024.  Prior to joining the firm, he worked at PricewaterhouseCoopers (PwC) in their Financial Services Assurance practice. His assurance teams at PwC primarily served the Asset Management industry with clients ranging from offshore hedge funds to multinational registered investment companies. Prior to PwC, Mr. Kilian worked in assurance services and transaction advisory at Reznick Group.

Career Highlights

  • Joined Falfurrias Management Partners in June of 2014, and promoted to Managing Director/Chief Compliance Officer in September, 2021
  • PwC Financial Services
  • Reznick Group Assurance Services

Education

  • Masters of Science in Accountancy from Wake Forest University
  • Bachelors of Science in Business Administration from the University of North Carolina at Wilmington
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Josh Kubit

Associate

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Josh Kubit

Associate

Biography

Mr. Josh Kubit joined Falfurrias Management Partners as an Associate in 2024.  Previously, Mr. Kubit served as both an Analyst and Associate at William Blair & Company where he focused on mergers and acquisitions in the Aerospace, Defense, and Government Services sector.  Mr. Kubit earned a B.S. in Finance from the University of South Carolina’s Darla Moore School of Business.

Career Highlights

  • Joined Falfurrias Management Partners as an Associate in 2024
  • Former Investment Banking Analyst and Associate at William Blair & Company
  • Former Data Analyst at TBM Consulting Group

Education

  • B.S. University of South Carolina Honors College, Finance Major, Data Analytics Concentration, summa cum laude
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William Lloyd

Associate

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William Lloyd

Associate

Biography

Mr. William Lloyd joined Falfurrias Management Partners as an Analyst in 2021 and was promoted to Associate in July 2023.  Previously, Mr. Lloyd worked as a Summer Investment Analyst at Pennington Partners & Co. and was a Summer Analyst at Falfurrias Management Partners in 2019.  Mr. Lloyd earned a B.S. in Business Administration, with a second major in Political Science, from the University of North Carolina at Chapel Hill, where he graduated as an Honors Laureate with Distinction and served as a Senior Associate on the Kenan-Flagler Private Equity Fund and as President of the Reynolds Investment Fund.

Career Highlights

  • Promoted to Associate in July 2023
  • Joined Falfurrias Management Partners in 2021
  • Former Summer Investment Analyst at Pennington Partners & Co.
  • Former Summer Analyst at Frontier Growth
  • Former Summer Analyst at Salem Investment Partners

Education

  • B.S. University of North Carolina, Business Administration Major, Political Science Major, Honors Laureate, Distinction
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Hugh McColl

Chairman Emeritus

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Hugh McColl

Chairman Emeritus

Biography

Mr. McColl is the Co-Founder and Chairman Emeritus of Falfurrias Management Partners.

Prior to founding the firm, Mr. McColl was Chairman and CEO of Bank of America. During his tenure as Chairman and CEO, Mr. McColl grew the institution more than fifty-fold, as the bank greatly expanded its offerings of financial products and services, entered new markets across the United States and around the world, and became an industry leader in retail, commercial, corporate and investment banking.

Career Highlights

  • Former Chairman and Chief Executive Officer of Bank of America
    • During his tenure, grew Bank of America from $12 billion in assets in 1983 to over $642 billion, $364 billion in deposits, and $48 billion in shareholders’ equity upon his retirement in 2001
    • Successfully identified and integrated over fifty acquisitions
    • Bank of America’s total shareholder return averaged 17 percent per year during his tenure
  • Founded several businesses following retirement from Bank of America, including McColl Partners, a middle-market investment bank; McColl Brothers Lockwood, a business advisory firm; McColl Garella, an investment banking company focused on serving firms owned by women; and MME, a New York-based gallery and art dealer
  • Served as Chairman of the Board of Directors at previous Falfurrias portfolio company Dorsey Wright & Associates and as a Member of the Board of Directors of Bank of America, General Parts, Faison Enterprises, Ruddick Corporation, Sonoco Products, Cousins Properties, CSX Corp., and Jefferson Pilot
  • Maintains an extensive network of business contacts, including members of Fortune 1000, management of numerous financial institutions, and members of leading international organizations
  • Distinguished military service as an Officer in the United States Marine Corps

Education

BSBA from the University of North Carolina at Chapel Hill

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Hugh McColl, IV

Vice President

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Hugh McColl, IV

Vice President

Biography

Mr. Hugh McColl joined Falfurrias Management Partners as a Senior Associate in 2022.  Previously, Mr. McColl served as an Executive Director of Strategy and Chief of Staff to the CEO at Parexel, a leading global clinical research organization and biopharmaceutical services company.  While at Parexel, Mr. McColl focused on corporate strategy initiatives and helped lead the company’s sale process in 2021.

Prior to Parexel, Mr. McColl served as an Associate with Welsh, Carson, Anderson & Stowe, a New York based private equity firm, where his work was focused on the execution of leveraged buyout transactions in the healthcare and technology sectors.  Prior to Welsh, Carson, Anderson & Stowe, Mr. McColl served as an Analyst in the Mergers & Acquisitions group at Credit Suisse in New York.

Career Highlights

  • Promoted to Vice President at Falfurrias Growth Partners in December, 2022
  • Joined Falfurrias Management Partners as a Senior Associate in 2022
  • Responsible for assisting the deal sourcing and execution efforts as well as tactical portfolio company support
  • Former Executive Director of Strategy and Chief of Staff to the CEO at Parexel
  • Former Private Equity Associate at Welsh, Carson, Anderson & Stowe
  • Former M&A Investment Banking Analyst at Credit Suisse

Education

B.S. in Commerce from the McIntire School of Commerce at the University of Virginia, Concentrations in Finance and Management

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Ed McMahan

Managing Partner

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Ed McMahan

Managing Partner

Biography

Mr. McMahan is a co-Founder and has served as a Partner at Falfurrias Management Partners since 2006 and as its Managing Partner since 2018. Mr. McMahan has been responsible for developing the FCP Industry First strategy and building the FCP team.  Along with Marc Oken and Hugh McColl, Mr. McMahan has been a member of the FCP Investment Committee since inception.  Mr. McMahan also co-developed and co-founded DealCloud, which was developed in-house to manage FCP’s Industry First deal sourcing methodology and has become the leading CRM, deal sourcing & fund management platform for the capital markets.

Prior to joining the Firm, Mr. McMahan served as a Principal at Chicago Growth Partners. At Chicago Growth Partners and its predecessor firm, William Blair Capital Partners, Mr. McMahan was responsible for leading the sourcing, structuring, and execution of investments in business services and industrial growth companies. Prior to joining William Blair Capital Partners, Mr. McMahan served as a Financial Analyst with Bowles Hollowell Conner & Co., a Charlotte, North Carolina, based investment bank.

Career Highlights

  • Co-Founder of Falfurrias Management Partners in 2006.  Became Managing Partner of the firm in 2018
  • Co-developed and Co-Founded DealCloud, the leading CRM, deal sourcing & fund management platform for the capital markets
  • Former Principal at Chicago Growth Partners and its predecessor firm, William Blair Capital Partners
  • Served as Financial Analyst at Bowles Hollowell Conner & Co., a middle-market investment banking firm specializing in mergers and acquisitions
  • Served as Member of the Board of Directors at realized Falfurrias portfolio companies American Safety Council, Bojangles’, UC Synergetic, Commercial Credit Group, and Dorsey Wright & Associates
  • Founder and President of Charlotte Life Navigators, a non-profit that funds neighborhood advocates who work with families to navigate challenges resulting from social inequity in order to create financial stability and economic mobility
  • Former Board Chair of Crisis Assistance Ministry and a former Board member of the Charlotte Chamber of Commerce

Current Board Memberships

  • Sauer Brands, Inc.
  • Crosslake
  • Charlotte Life Navigators, Inc.
  • The Good Fellows
  • Charlotte Latin School
  • Goodwill of the Southern Piedmont
  • UNC Health Foundation

Education

  • BA in Economics and English from The University of North Carolina at Chapel Hill
  • MBA from The Kellogg School of Management at Northwestern University
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Gus Murray

Senior Associate

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Gus Murray

Senior Associate

Biography

Mr. Gus Murray joined Falfurrias Management Partners as a Senior Associate in 2024. Previously, Mr. Murray served as an Associate at H.I.G. Capital, where he supported private equity investments out of the Advantage Fund with a specific focus on industrials and business services. Prior to H.I.G., Mr. Murray was an analyst at Harris Williams, where he focused on sell-side M&A transactions in the business services space. He earned a B.S. in Business Administration from the University of Richmond.

Career Highlights

  • Joined Falfurrias Management Partners as a Senior Associate in 2024
  • Former Associate at H.I.G. Capital
  • Former Analyst at Harris Williams

Education

  • B.S. University of Richmond, Business Administration and Leadership Studies Majors, Concentration in Finance, summa cum laude
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Caroline Noonan

Analyst

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Caroline Noonan

Analyst

Biography

Ms. Noonan joined Falfurrias Management Partners as an Analyst in 2023.  Previously, Ms. Noonan served as an Analyst at Citi in New York. While at Citi, she was a member of the Global Healthcare group, focusing on mergers and acquisitions, equity raises, private placements, and leveraged finance transactions.  Ms. Noonan played Division I soccer for Princeton University.

Career Highlights

  • Joined Falfurrias Management Partners as an Analyst in 2023
  • Former Investment Banking Analyst at Citi

Education

B.S.E. Princeton University, Operations Research and Financial Engineering Major, Certificate in Finance, Summa Cum Laude

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Joe Oesterling

Managing Director, Technology

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Joe Oesterling

Managing Director, Technology

Biography

Mr. Oesterling joined Falfurrias Management Partners in July of 2023.  He focuses on all aspects of technology through deal execution, integration, and ongoing portfolio company growth.  He also leads the firm’s internal technology initiatives.  He has over thirty years of technology and operational leadership experience including twenty years in CTO or COO roles at Private Equity backed technology companies – Liquid Web, Clearleap, and Cbeyond.  He has deep expertise in building and managing large scale and mission critical ecommerce, software, and infrastructure solutions across a variety of industries with B2B and B2C companies.

Prior, he held technology leadership roles at Capital One, Security Capital Group, Booz Allen and Hamilton, and IBM.

Career Highlights

  • Joined Falfurrias Management Partners in July, 2023
  • Former CTO at Liquid Web, 2015 – 2023
  • Former COO at Clearleap, 2014 – 2015, sold to IBM in 2015
  • Former CIO and COO at Cbeyond, 2000 – 2013, went public on Nasdaq in 2007
  • Recognized as Georgia CIO of the Year and Atlanta Telecom Professional Industry Leader Award winner
  • Served as a Member of the Board of Directors of Credability, TechBridge, and Community Foundation of Atlanta
  • Served as Chairman (2010) and Board Member (2007 – 2011) of Georgia CIO Leadership Association

Education

  • BS in Computer Science at Purdue University
  • MBA with Marketing concentration from University of Texas at Austin
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Marc Oken

Chairman and Co-Founder

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Marc Oken

Chairman and Co-Founder

Biography

Mr. Oken is the chairman of Falfurrias Management Partners and has been responsible for managing the Falfurrias Management Partners portfolio since inception and building the Falfurrias Management Partners team. Along with his co-founders, Hugh McColl, Jr. and Ed McMahan, he is a member of the Falfurrias Management Partners Investment Committee.  Mr. Oken served as managing partner of the Firm from 2006 until 2018, when Mr. McMahan assumed that role.

Mr. Oken is the former chief financial officer of Bank of America.  Prior to his career with Bank of America, Mr. Oken was a partner with Price Waterhouse and served as a Fellow at the Securities and Exchange Commission.

Mr. Oken is past chairman of the Charlotte Mecklenburg Housing Partnership, The Mint Museum of Art, and The Charlotte Symphony.  He is the chairman of the Carolinas Aviation Museum.  Mr. Oken served as a Naval Aviator in Vietnam.

Career Highlights

  • Co-founder of Falfurrias Management Partners in 2006
  • Former CFO of Bank of America
  • Significant M & A experience as a Bank of America executive, including responsibility for the integration of MBNA and Fleet Bank
  • Former partner with Price Waterhouse
  • Chairman of the Carolinas Aviation Museum and former chairman of The Mint Museum of Art, The Charlotte Symphony, and the Charlotte Mecklenburg Housing Partnership
  • Previously served on the Board of Directors of Marsh McLennan and Sonoco Products Company, and currently serves on the Board of Directors of numerous Falfurrias Management Partners portfolio companies

Current Board Memberships

  • CIH
  • Training the Street
  • FM Expressions
  • Tax Guard
  • Global Plasma Solutions
  • Sauer Brands
  • Best Impressions Caterers
  • Board chair, Carolinas Aviation Museum

Education

  • BSBA from Loyola College
  • MBA from the University of West Florida
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Shubham Patel

Associate, Finance

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Shubham Patel

Associate, Finance

Biography

Mr. Shubham Patel joined Falfurrias Management Partners as an Associate in 2024.  Mr. Patel is responsible for assisting Mr. Brady, Mr. Graybeal and Mr. Kilian with transaction integration, deal execution and portfolio monitoring.

Prior to joining the firm, he worked at FORVIS as a Senior Associate in the Transaction Advisory Services Group.  He provided services to private equity and corporate clients on both buy-side and sell-side stand-alone transactions, carve-out transactions, and add-on acquisitions.  Prior to FORVIS, Mr. Patel performed assurance services at KPMG.

Mr. Patel earned a B.S. in Business Administration from the University of South Carolina and a Masters in Professional Accountancy from Clemson University.

 

Career Highlights

  • Joined Falfurrias Management Partners as an Associate in 2024
  • Former Senior Associate at FORVIS
  • Formerly at KPMG

Education

  • Masters in Professional Accountancy from Clemson University
  • B.S. in Business Administration from the University of South Carolina
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Geordie Pierson

Partner

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Geordie Pierson

Partner

Biography

Mr. Geordie Pierson is a Partner and leads the firm’s investments in marketing, media, and information services space. Mr. Pierson joined Falfurrias Capital Partners in 2014, was promoted to Principal in 2018 and Partner in 2021. Prior to Falfurrias, Mr. Pierson was an Associate at Pamlico Capital where his work was focused on the execution of middle-market growth equity and leveraged buyout transactions in the business & technology services and communications industries. Prior to Pamlico Capital, Mr. Pierson worked in investment banking with Wells Fargo Securities (formerly Wachovia) where he focused on mergers and acquisitions, equity financings, and leverage finance transactions for both public and private companies as a member of the Financial Sponsors Group.

Career Highlights

  • Joined Falfurrias Capital Partners in 2014
  • Has led FCP’s Marketing, Media and Information Services practice for the past seven years in partnership with Joe Price and Alex Jutkowitz
  • Former Associate at Pamlico Capital
  • Within the sector, currently serves on the Board of Directors of My Code, Penta, Said Differently, Executive Platforms, and Brainlabs
  • Previously served on the Board of Directors of GlynnDevins, Tax Guard and Industry Dive

Current Board Memberships

  • Said Differently
  • Penta
  • Best Impressions Caterers
  • My Code
  • Executive Platforms
  • Brainlabs

Education

  • BS in Finance from Wake Forest University
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Joe Price

Partner

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Joe Price

Partner

Biography

Mr. Price joined Falfurrias Capital Partners (FCP) full time with Fund IV. Prior to joining the firm, he assisted with the FCP portfolio, leading the technology-enabled services for financial institutions Industry First campaign.

Prior to joining FCP, Mr. Price served in senior executive roles at Bank of America including President of Consumer and Small Business Banking, Chief Financial Officer, and Global Corporate and Investment Banking Risk Management Executive. Prior to Bank of America, Mr. Price was with PriceWaterhouse.  Mr. Price is the former Chair of the Board of Directors for Habitat for Humanity’s worldwide operations and former Chair of The University of North Carolina at Charlotte. He is also an Emeritus member of the Board of Advisors for the Belk College of Business at The University of North Carolina at Charlotte.

Career Highlights

  • Former CFO of Bank of America
  • Former Head of Consumer and Small Business Banking, responsible for all consumer businesses, including deposits and credit/debit card businesses
  • Served as Chair of Habitat for Humanity Worldwide
  • Served as Chair of UNC Charlotte Board of Trustees
  • Previously served on the Board of Directors of Industry Dive, Marquis, RegEd, and Tax Guard

Current Board Memberships

  • Said Differently
  • Crosslake Technologies (Chairman)
  • Penta
  • Training The Street
  • Chargeback Gurus
  • My Code
  • engage fi
  • CIH
  • Executive Platforms
  • Brainlabs
  • Synergy ECP

Education

  • Bachelor of Arts in Accounting from the University of North Carolina at Charlotte
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JJ Schonberg

Partner

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JJ Schonberg

Partner

Biography

Mr. Schonberg joined Falfurrias Management Partners in October of 2006 and was promoted to Partner in January 2021. Prior to joining the firm, he served as Chief Financial Officer of Mangan & McColl Partners, LLC, a Charlotte-based, event-driven hedge fund. At Mangan & McColl Partners, Mr. Schonberg was responsible for the accounting and financial reporting of various domestic and offshore investment funds. Mr. Schonberg previously worked for PricewaterhouseCoopers, LLP from 1993-1998 as a Manager in the Personal Financial Services (PFS) group, specializing in individual income tax and financial planning for high net worth individuals.

Career Highlights

  • Joined Falfurrias Management Partners in October of 2006 and promoted to Partner in January 2021
  • Nine years of prior alternative investment company experience
  • Formerly served as Chief Financial Officer of Mangan & McColl Partners
  • Responsible for the accounting and financial reporting of various domestic and offshore investment funds with assets totalling more than $1.1 billion
  • Formerly worked for PricewaterhouseCoopers as a Manager in the Personal Financial Services (PFS) group

Education

  • BA in Economics and Political Science from the University of North Carolina at Chapel Hill
  • Masters in Accountancy from the University of North Carolina at Chapel Hill
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Will Spach

Senior Associate, Strategy and Market Insights

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Will Spach

Senior Associate, Strategy and Market Insights

Biography

Mr. Spach joined Falfurrias Management Partners as an Associate in 2021 and is in the Strategy and Market Insights Group.  He was promoted to Senior Associate in 2023.  Previously, Mr. Spach spent three years at McKinsey & Company where he focused on strategy, procurement, organization, and transformation topics across a diverse set of public sector clients.  Mr. Spach also serves in the U.S. Navy Reserve and previously mobilized to Europe in support of Operation Atlantic Resolve.

Career Highlights

  • Promoted to Senior Associate at Falfurrias Management Partners, January 2023
  • Joined Falfurrias Management Partners in 2021
  • Former Management Consultant at McKinsey & Company 2018 – 2021
  • Naval Reserve Officer from 2019 – Present

Education

  • MA, Security Studies, Georgetown University
  • BSFS, International Economics, Georgetown University
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Wilson Sullivan

Partner

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Wilson Sullivan

Partner

Biography

Mr. Wilson Sullivan is a partner and leads the firm’s investments in financial services & technology.  He originally joined Falfurrias Capital Partners as an associate in 2007 before attending business school to earn his MBA.  After receiving his degree from the Tuck School of Business at Dartmouth College, Mr. Sullivan joined Edgeview Partners (now Piper Sandler), an investment bank serving the merger and acquisition (M&A) advisory needs of middle-market clients. Mr. Sullivan then re-joined Falfurrias Capital in 2012. He was later promoted to Principal in 2015 and Partner in January 2021.

Mr. Sullivan was a ground intelligence officer and reconnaissance platoon commander in the United States Marine Corps. He earned a bachelor of science degree in political science from the U.S. Naval Academy.

Career Highlights

  • Re-joined Falfurrias Capital in 2012, promoted to Principal in 2015 and to Partner in 2021
  • Previously an Associate at Falfurrias from 2007-2009 before returning to business school
  • Ground intelligence officer and reconnaissance platoon commander in the United States Marine Corps
  • Previous alternative investment firm experience at Edgeview Partners and The Carlyle Group
  • Served as Member of the Board of Directors at realized Falfurrias portfolio companies, RegEd,  American Safety Council, and Marquis Software Solutions

Current Board Memberships

  • Crosslake Technologies
  • GPS Air
  • Training The Street
  • Chargeback Gurus
  • CIH

Education

  • BS from the United States Naval Academy
  • MBA from the Tuck School of Business at Dartmouth College
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Megan Teets

Executive Assistant

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Megan Teets

Executive Assistant

Biography

Ms. Teets joined Falfurrias Management Partners as Executive Assistant in 2024 following twelve years as Executive Assistant in Washington, DC and New York City.  Prior to joining Falfurrias, Megan spent four years supporting the C-Suite, Senior Leadership team, Retail Services, and Marketing teams at Madison Marquette, a Real Estate investment firm in Washington, DC.  In this role, she performed both strategic and administrative support.  Before joining Madison Marquette, Megan spent almost five years as the Executive Assistant to the President and Co-Founder of a Private Equity firm in New York City, Somerset Partners.

She has served as the University of Tennessee Alumni Association President for both New York City and Washington, DC Chapters and is currently a member of the Junior League of Charlotte.

As Executive Assistant at Falfurrias, she will provide administrative support to Mr. Hugh McColl, Jr., Chairman Emeritus; Mark Oken, Chairman; and Joe Price, Partner.

Career Highlights

  • Joined Falfurrias Management Partners in 2024
  • Executive Assistant and Marketing Coordinator at Madison Marquette
  • Executive Assistant at Somerset Partners

Education

Bachelor of Science, Exercise Science – University of Tennessee

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Caroline Timm

Controller

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Caroline Timm

Controller

Biography

Ms. Timm joined Falfurrias Management Partners as an Assistant Controller in 2021 and was promoted to Controller in July 2023.  Previously, Ms. Timm served on the accounting team at Best Impressions Caterers, one of the Falfurrias portfolio companies, a premier catering and event management company serving the Charlotte, NC, and Charleston, SC areas.  Prior to Best Impressions Caterers, Ms. Timm was part of the accounting team with Delaware North Sportservice for the MLB’s Cincinnati Reds at Great American Ball Park and the NFL’s Carolina Panthers at Bank of America Stadium.

Ms. Timm holds a Bachelor of Science in Finance from the Carl H. Lindner College of Business at the University of Cincinnati and a Master of Business Administration from the McColl School of Business at Queens University of Charlotte.

Career Highlights

  • Promoted to Controller in 2023
  • Joined Falfurrias Management Partners in 2021

Education

  • Master of Business Administration – McColl School of Business, Queens University
  • Bachelor of Science in Finance – University of Cincinnati
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Chet Walker

Investment Committee Chair

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Chet Walker

Investment Committee Chair

Biography

Mr. Walker currently serves as the Chairman of the Investment Committee of Falfurrias Management Partners. Mr. Walker began his professional career in 1972, when he joined a predecessor of Bank of America. During his thirty-year tenure with the institution, he had a variety of assignments, including corporate banking and founding and managing the Private Placements, Syndications, and Project Finance Groups within NationsBank and NCNB (predecessors of Bank of America). Mr. Walker founded Bank of America Capital Investors in 1993. Capital Investors is a private equity investment arm of Bank of America that focuses on buyouts, recapitalizations, and growth capital financings. During a ten-year span, Capital Investors invested approximately $1.4 billion in more than one hundred equity and mezzanine transactions. Mr. Walker was the Managing Partner until his retirement in 2002.

Career Highlights

  • Over thirty years of experience at Bank of America and its predecessor organizations
    • Founded and Managed Private Placements, Syndications, and Project Finance Groups within NationsBank and NCNB
    • Founded Bank of America Capital Investors in 1993, the private equity investing arm of Bank of America that focused on buyouts, recapitalizations, and growth capital financings
    • Served as Managing Partner and oversaw more than one hundred equity and mezzanine investments totaling approximately $1.4 billion over a ten-year span
  • Co-Founder and Advisor BW Forsyth Partners

Current Board Memberships

  • Barry-Wehmiller Group, Inc

Education

  • BBA from Emory University
  • MBA from the Harvard Business School
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Ken Walker

Partner

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Ken Walker

Partner

Biography

Mr. Ken Walker joined Falfurrias Capital Partners full time with Fund IV. Prior to joining the firm, he assisted with the FCP portfolio, leading the industrial automation and safety Industry First campaign.  He is Executive Chairman at Falfurrias portfolio companies GPS Air, FM Expressions (Green Distribution), and Sauer Brands, Inc.  Mr. Walker is also a Board Member at Carolina Foods, LLC, and Local Hive.  Prior to joining Falfurrias Capital, Mr. Walker served as the Chief Operating Officer for EnPro Industries (NYSE: NPO). Mr. Walker started his career at W.L. Gore & Associates where he last held the position of Business Leader.  He is also a Board Member of the McColl School of Business at Queens University of Charlotte, the VT Engineering Education Board, and the Charlotte Symphony.

Career Highlights

  • Began working with Falfurrias as an Industry First Executive on the industrial automation and safety campaign.  Joined Falfurrias Capital Partners with Fund IV
  • Over twenty-five years of senior operating management experience in various executive roles at EnPro, G5 Technologies, and W.L. Gore & Associates
  • Former Chief Operating Officer at EnPro Industries, Inc.
  • Chairman & Board Member of the McColl School of Business at Queens University of Charlotte
  • Member of the Virginia Tech Department of Engineering Education

Current Board Memberships

  • GPS Air (Executive Chairman)
  • FM Expressions (Executive Chairman)
  • Sauer Brands, Inc. (Executive Chairman)
  • Carolina Foods, LLC
  • Local Hive
  • McColl School of Business, Queens University of Charlotte
  • Virginia Tech Department of Engineering Education
  • Charlotte Symphony

Education

  • Bachelor of Science in Chemical Engineering from Virginia Tech
  • Masters of Business Administration from the University of Delaware
  • Executive Management Program, Queens University of Charlotte McColl School of Business
  • BPSE Advanced Management Program, Lausanne, Switzerland