EagleTree Capital | Team - Cohesive , collaborative, and experienced

Michael Struble, Senior Partner; Investment Committee Member

Mr. Struble joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2003. Prior to Wasserstein & Co., Mr. Struble worked at UBS in the Mergers & Acquisitions Group, where he worked on media, consumer products and healthcare transactions.

Mr. Struble helps lead EagleTree’s investment activities in the media and business services sector and is a member of EagleTree’s Investment Committee. He currently serves on the Boards of Directors of ALM Media, Arc, The Channel Company, FuseFX, Moss, Northstar Travel Group, PRA , and Sparks. He previously served on the Boards of Directors of FROSCH, New York Media, Penton Media, and Recorded Books.

Mr. Struble received his B.S. in Business Administration from the University of Kansas.

Anup Bagaria, Co-Managing Partner; Investment Committee Member

Mr. Bagaria joined EagleTree Capital’s original predecessor firm Wasserstein Perella in 1994.

Mr. Bagaria leads EagleTree’s investment activities in the media and business services sector and is a member of EagleTree’s Investment Committee. He currently serves on the Boards of Directors of ALM Media, Arc, The Channel Company, Corsair, FuseFX, Integreon, Moss, Nasco, Northstar Travel Group, PRA, and Sparks. He previously served on the Boards of Directors of FROSCH, Encompass Digital Media, Penton Media, Real Estate Media, Recorded Books, and The Deal. He also served as the Chief Executive Officer of New York Media.

Mr. Bagaria received his S.B. in Management Science from the Massachusetts Institute of Technology.

Alex Del Balso, Vice President

Mr. Del Balso joined EagleTree Capital in 2021. Prior to EagleTree, Mr. Del Balso worked at BV Investment Partners, focused on private equity investments in business services and information technology services. Prior to BV Investment Partners, Mr. Del Balso worked at Deutsche Bank in the Global Industrials Group.

Mr. Del Balso currently servers on the Board of Directors of PRA.

Mr. Del Balso received his B.A. in Economics from Dartmouth College and an M.B.A. from the Kellogg School of Management at Northwestern University.

Andrea Barragan, Associate-IR & Analytics

Ms. Barragan joined EagleTree Capital in 2023. Prior to EagleTree, Ms. Barragan worked at Silver Point Capital, where she focused on business development and investor relations. Prior to Silver Point, Ms. Barragan worked at Morgan Stanley in the Public Finance Investment Banking Group.

Ms. Barragan received her B.A. in Political Science from Yale University.

Ian Daly, Senior Accountant

Mr. Daly joined EagleTree Capital in 2022. Prior to EagleTree, Mr. Daly worked at Alger as the Corporate Accountant.

Mr. Daly is a Certified Public Accountant. He received his B.A. in Business Management and MBA from Clark University.

Stuart Martin, Partner

Mr. Martin joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2004. Prior to Wasserstein & Co., Mr. Martin worked at UBS Los Angeles, focusing on leveraged finance, consumer products and media transactions.

Mr. Martin helps lead EagleTree’s investment activities in the consumer products sector. He currently serves on the Boards of Directors for Corsair, Lignetics, Mackenzie-Childs, and Warbird Marine Holdings. He previously served on the Boards of Directors of Harry & David, Paris Presents, and So Delicious Dairy Free.

Mr. Martin received his B.A. in Economics from Pomona College and was elected to Phi Beta Kappa.

George Majoros, Jr., Co-Managing Partner; Investment Committee Member

Mr. Majoros joined EagleTree Capital’s original predecessor firm Wasserstein Perella in 1993. Prior to Wasserstein Perella, Mr. Majoros practiced law with Jones Day, where he specialized in contested takeovers, mergers and acquisitions, and corporate and securities law.

Mr. Majoros leads EagleTree’s investment activities in the consumer products sector and is a member of EagleTree’s Investment Committee. Mr. Majoros currently serves on the Boards of Directors of Corsair, Lignetics, Mackenzie-Childs, and Warbird Marine Holdings. He previously served on the Boards of Directors of numerous companies including ALM Media, American Seafoods Group, Collins & Aikman, Harry & David, MasterCraft Boat Company, Maybelline, Paris Presents, So Delicious Dairy Free, Sunbelt Plastics, and Yardley of London, where he also served as the Chief Executive Officer of its North American business.

Mr. Majoros received his A.B. in Economics from the University of Michigan and his J.D. from Case Western Reserve University Law School, where he was Managing Editor of the Law Review. He served for many years as a member of the Board of Trustees of Case Western Reserve University, where he served as Chairman of the Investment Committee for its endowment fund. He was also formerly on the Board of Directors of the Rock and Roll Hall of Fame and Museum.

Ben Marchi, Vice President

Mr. Marchi joined EagleTree Capital in 2016. Prior to EagleTree, Mr. Marchi worked at Lazard in the Investment Banking Division.

Mr. Marchi received his B.S. in Economics with concentrations in Finance and Operations Management from the Wharton School of the University of Pennsylvania, graduating magna cum laude.

Gia Baker, Vice President - Finance & Treasury

Ms. Baker joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2005.

Ms. Baker supports EagleTree’s compliance, legal, and treasury functions.

Ms. Baker received her B.A. in European Studies from New York University and was a National Merit Scholar.

Amanda Ratner, Principal

Ms. Ratner joined EagleTree Capital in 2018. Prior to EagleTree, Ms. Ratner worked at NexPhase Capital, formerly Moelis Capital Partners. Prior to Moelis Capital Partners, Ms. Ratner worked at McColl Partners, focusing on mergers and acquisitions. Ms. Ratner currently serves on the Board of Directors of Arc.

Ms. Ratner received her B.A. in Medicine, Health & Society from Vanderbilt University.

Alyssa Loffredo, Senior Associate

Ms. Loffredo joined EagleTree Capital in 2019. Prior to EagleTree, Ms. Loffredo worked at Credit Suisse in the Global Industrials Group.

Ms. Loffredo received her B.A. in Finance from the University of Notre Dame, graduating magna cum laude.

Blake Hannesson, Senior Associate

Mr. Hannesson joined EagleTree Capital in 2020. Prior to EagleTree, Mr. Hannesson worked at Lazard in the Global Healthcare Group.

Mr. Hannesson received his B.S. in Finance from Brigham Young University’s Marriott School of Business, graduating as the Outstanding Student in Finance.

Samantha Taylor, Finance Assistant

Ms. Taylor joined EagleTree Capital in 2022. Prior to joining, Ms. Taylor worked in theatre and hospitality.

Ms. Taylor received her B.A. in English from The Ohio State University.

Evan Tarte, Associate

Mr. Tarte joined EagleTree Capital in 2022. Prior to EagleTree, Mr. Tarte was the COO of DiversityInc, a middle market DEI-focused data company. Prior to DiversityInc, Mr. Tarte was an associate at Hersha Hospitality Management, and an investment banking analyst at Lazard.

Mr. Tarte received his A.B. in Economics and History from Georgetown University, his M.Phil in Economic History from the University of Cambridge, and his J.D. from Harvard Law School, where he was the John M. Olin Fellow in Empirical Law and Finance.

Chris Bhutani, Associate

Mr. Bhutani joined EagleTree Capital in 2022. Prior to EagleTree, Mr. Bhutani worked at Sullivan & Cromwell LLP as a legal associate.

Mr. Bhutani received his B.A. in Classics from the University of Southern California, graduating magna cum laude, and his J.D. from the New York University School of Law, graduating cum laude.

Andrew Pechock, Associate

Mr. Pechock joined EagleTree Capital in 2022. Prior to EagleTree, Mr. Pechock worked at Credit Suisse in the Leveraged Finance Origination & Restructuring Group.

Mr. Pechock received his B.S. in Economics with concentrations in Finance and Business Analytics from the Wharton School of the University of Pennsylvania, graduating cum laude.

Madison Clement, Associate

Ms. Clement joined EagleTree Capital in 2022. Prior to EagleTree, Ms. Clement worked at Citi in the Global Energy Group.

Ms. Clement received her B.B.A in Finance and MN in Dance Performance from Southern Methodist University, graduating summa cum laude.

Dr. Rengarajan Ramesh, Operating Partner

Dr. Ramesh began consulting for EagleTree Capital’s predecessor firm Wasserstein & Co. in 2009 and formally joined Wasserstein & Co. in 2010. Prior to Wasserstein & Co., Dr. Ramesh held several senior management roles at GE, including Chief Technology Officer of GE Water & Process Technologies and Technology Council Leader overseeing GE Sensing, GE Fanuc Automation and Control, and GE Security. Prior to GE, Dr. Ramesh worked for two decades at A. Schulman, a global, multi-billion dollar specialty chemicals manufacturer, where he held numerous management roles, including Chief Technology Officer.

Dr. Ramesh helps lead EagleTree’s investment activities in the water and industrial sector. He currently serves on the Boards of Directors of Gaylord, WaterFleet and Andronaco. He previously served on the Board of Directors of High Pressure Equipment Company and Airtech.

Dr. Ramesh received his Ph.D. and M.S. in Chemical Engineering from the University of Akron and his B.S. in Chemical Engineering from Annamalai University. He currently serves on the Board of Directors of Fluence and the Board of Trustees of Students2Science. He previously served on the Innovation Business Development Advisory Board for United Technologies Corporation, the Advisory Committee for Argonne National Laboratories, and the Board of Directors of LiqTech, and has advised multiple international governments on water sustainability strategies.

ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) POLICY

1. Purpose.

This ESG Policy (the “Policy”) amends, restates and supersedes EagleTree’s ESG Policy that was first formally adopted in 2017. This Policy reflects our current approach to considering and addressing Environmental, Social and Governance (“ESG”) factors and which has been further developed and refined since we became a PRI signatory in 2019. This Policy does, however, retain the same fundamental principles and our commitment to integrate ESG considerations into our investment management business and portfolio company ownership practices. In developing this Policy, we have considered a range of guidance, including the Principles for Responsible Investment, the American Investment Counsel Guidelines for Responsible Investment and the Sustainable Development Goals.

EagleTree believes that it is better positioned to address many of the issues facing our portfolio companies in a rapidly changing world when we proactively incorporate ESG considerations into our investment approach.

2. Commitment.

EagleTree has always strived to maintain a strong culture of good governance to ensure that it operates in a socially responsible manner. In furtherance of this ethos and in accordance with our responsibilities to our clients and other stakeholders, EagleTree is committed to identifying and considering ESG issues, risks and opportunities associated with potential portfolio company investments and engaging with portfolio companies on these matters during our ownership.

In addition, we remain committed to compliance with national, state and local labor laws in jurisdictions in which we invest and to provide a safe and healthy workplace consistent with national and local laws. EagleTree continues to maintain policies and procedures that prohibit bribery and other illegal payments to public officials consistent with U.S. federal and state laws, and in an effort to protect our systems, networks, programs, devices and data from cyber-attacks, has implemented a robust cyber-security framework.

3. Scope.

This Policy is intended to provide a broad framework for EagleTree’s overall approach to ESG. EagleTree recognizes that its approach to different ESG factors may vary among portfolio companies of different sizes, that fall within different industry sectors and that operate in different geographies. Therefore, EagleTree may incorporate and alter different elements of this Policy for different portfolio companies across the stages of the investment management process, including during pre-acquisition, throughout ownership, and when positioning a portfolio company for an exit.

4. Roles and Responsibilities.

EagleTree’s ESG initiatives will be overseen by its ESG Committee, which includes EagleTree’s two Co-Managing Partners and other members of senior management. The ESG Committee will meet at least quarterly. An ESG Sub-Committee has also been formed to function as an ESG working group that will carry out the day-to-day aspects of EagleTree’s ESG efforts and initiatives and be available as a resource for investment team members. The ESG Sub-Committee generally will meet on at least a weekly basis and its responsibilities will include: (i) engaging with EagleTree’s deal teams on pre-acquisition ESG due diligence matters; (ii) engaging with EagleTree’s third-party ESG specialists to conduct annual portfolio company-level ESG reviews; (iii) responding to investor and other stakeholder ESG requests; (iv) conducting annual employee training; and (v) reviewing and updating this Policy and EagleTree’s ESG program, as necessary, from time to time. The ESG Committee also aims to ensure that all EagleTree employees are aware of EagleTree’s culture of social responsibility and any amendments to this Policy.

As applicable, EagleTree’s Investment Committees in partnership with the ESG Sub-Committee will oversee and consider ESG issues, if any, that are material to a potential company investment. With assistance from the ESG Sub-Committee and outside ESG specialists, as appropriate, EagleTree’s deal teams will manage and monitor material ESG issues that have been identified during portfolio company ownership.

5. ESG Investment Process Integration

Pre-Acquisition Process: During pre-acquisition, EagleTree will aim to:

Incorporate detailed ESG considerations into our pre-investment decision-making process in order to better assess ESG risks and opportunities and to provide us with an initial overview of a potential portfolio company’s ESG profile.
Tailor specific ESG inquiries and approaches based on various investment factors including the core industry sector of a particular investment.
Engage with outside advisors, as necessary, to analyze and address ESG issues, risks and opportunities that arise.
Consider whether a potential portfolio company’s business aligns with EagleTree’s core values.
Identify any business line that would cause us to refuse to invest, including: (i) the manufacture or sale of handguns, assault weapons and/or ammunition; (ii) the distribution or sale of pornography; (iii) the direct and primary production or packaging of tobacco or alcoholic beverages; (iii) the production, sale, trade or distribution of illegal drugs; or (iv) a business that would pose a high reputational risk to EagleTree, its clients and/or other stakeholders.

Ownership Process: During ownership, EagleTree will aim to:

Work with portfolio companies to advance EagleTree’s ESG principles with the goal of improving long-term performance and minimizing adverse impacts in these areas.
Track ESG-related metrics across our portfolio companies and engage and collaborate with portfolio companies to consider recommendations from these findings.
Work with portfolio companies to integrate sustainability considerations into their business plans, as applicable.
Work with portfolio companies to address ever-changing cyber-security considerations.
Respect the human rights of those affected by our investment activities and seek to confirm that our portfolio company investments do not support companies that utilize child or forced labor or maintain discriminatory policies.

Exit Process: In positioning a portfolio company for an exit, EagleTree will aim to do the following, as applicable:

Highlight the portfolio company’s progress on ESG matters.
Summarize the positive impact that our integration of ESG initiatives had on the portfolio company’s business and/or culture.

6. Diversity and Inclusion.

EagleTree continues to promote diverse perspectives. In this regard, EagleTree has adopted a Diversity & Inclusion Statement and, in 2021, became a signatory to ILPA’s Diversity in Action Initiative. EagleTree seeks to improve diversity and inclusion within the Firm, across its portfolio company investments and in the private equity industry, where possible.

7. Social Impact

EagleTree has a history of charitable giving and an active Philanthropic Committee that strives to support a number of charities from both a financial and volunteer perspective. EagleTree continues to encourage all of its employees to actively engage in nonprofit volunteer activities and giving in our communities. Our initiatives in this regard are carried out by our Philanthropic Committee, which identifies several nonprofit charities each year with whom employees volunteer and EagleTree supports.

8. Transparency.

EagleTree aims to provide timely information to its clients and other stakeholders on the matters addressed herein and to work with them to foster transparency with regard to its ESG initiative. EagleTree intends to engage with clients and stakeholders, from time to time, in dialogue regarding how we can manage ESG issues in a way that is consistent with their initiatives.

Robert Gray, Operating Partner

Mr. Gray joined EagleTree Capital in 2020 after consulting on a number of transactions over the last several years. As Operating Partner he helps lead activities principally in the media and business services sector, focusing particularly on supporting management teams through the investment life cycle. He currently serves on the Board of Directors of Arc, The Channel Company, and Sparks. He previously served as a Board observer of FROSCH.

Before joining EagleTree Mr. Gray served in a number of senior executive roles in media and business services including CEO of PR Newswire and Executive Director, CFO and Acting CEO of UBM plc. Previously he was CFO of Codere SA following an extensive career in senior investment banking positions at J.P. Morgan & Co. and Deutsche Bank.

Mr. Gray served as Vice Chairman of the Board and Audit Committee Chair of eDreams Odigeo, the largest European online travel agency, from its 2014 IPO until March 2020.

He received his B.A. at Dartmouth College and an M.B.A. at Harvard Business School.

Sean Macaulay, Operating Partner

Mr. Macaulay joined EagleTree Capital, ULC in 2020. In addition to being an Operating Partner, he also serves as the Chief ESG Officer for Eagletree Capital. Before joining EagleTree, Mr. Macaulay was the head of private equity at the Investment Management Corporation of Ontario (IMCO) and formerly the head of private equity at the Ontario Pension Board (OPB), an IMCO founding client. Prior to IMCO/OPB, he was a senior investment professional for the University of British Columbia Investment Management Trust and the head of the Vancouver investment consulting practice for Hewitt Associates.

Mr. Macaulay has served on the Board of Directors and/or as a Board Advisor on twelve different companies and is currently a member of the Investment Committee of the Pension Fund of the United Church of Canada.

He received his Bachelor of Commerce (Honours) with Distinction from the University of Manitoba, majoring in Actuarial Mathematics and Research/Operations Management and is a CFA Charterholder.

Robert Fogelson, Senior Partner; Investment Committee Member

Mr. Fogelson joined EagleTree Capital’s original predecessor firm Wasserstein Perella in 1998. Prior to Wasserstein Perella, Mr. Fogelson practiced law for five years with Cravath, Swaine & Moore, where he focused on mergers and acquisitions and corporate finance transactions.

Mr. Fogelson leads EagleTree’s investment activities in the water and industrial sector and is a member of EagleTree’s Investment Committee. He currently serves on the Boards of Directors of Gaylord, WaterFleet and Andronaco. He previously served on the Boards of Directors of High Pressure Equipment Company, MasterCraft Boat Company and Airtech, and as a Board observer of American Seafoods Group.

Mr. Fogelson received his B.A. in History from the University of Pennsylvania and his J.D. from New York University School of Law, where he was Executive Editor of the Law Review and has served on the Dean’s Strategic Council.

2021 ANNUAL ESG REPORT

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Melissa Hartman, Executive Assistant

Ms. Hartman joined EagleTree Capital in 2022. Prior to EagleTree, Ms. Hartman worked in finance administration, alongside her vocal performance and music education careers.

Ms. Hartman received her M.M. in Voice from the Indiana University Jacobs School of Music, as well as her B.M. in Choral Music Education from the University of Michigan School of Music, Theatre, and Dance.

Kevin Beckley, Assistant Controller-Management Co.

Mr. Beckley joined EagleTree Capital in 2022. Prior to EagleTree, Mr. Beckley worked at Stone Harbor Investment Partners as the Assistant Controller.

Mr. Beckley received his B.A. in Finance from Stonehill College.

Robert Mersten, Chief Financial Officer

Mr. Mersten joined EagleTree Capital’s original predecessor firm Wasserstein Perella in 1992. Prior to Wasserstein Perella, Mr. Mersten worked at Chemical Bank in various financial positions. Prior to Chemical Bank, Mr. Mersten worked at Kidder Peabody & Co.

Mr. Mersten is responsible for all financial and accounting matters relating to EagleTree Capital and its investment partnerships.

Mr. Mersten is a Certified Public Accountant. He received his B.S. in Accounting from Hunter College.

Anna Gavrilyuk, Assistant Controller Funds

Anna Gavrilyuk joined EagleTree Capital in 2017. Prior to EagleTree, Ms. Gavrilyuk worked at Pricewaterhouse Coopers as an auditor for Insurance and Private Equity clients.

Ms. Gavrilyuk is a Certified Public Accountant. She received her M.S. in Public Accounting from Iona College and her B.S. in International Transportation and Trade at SUNY Maritime College.

Nitin Singhal, Partner

Mr. Singhal joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2003.

Mr. Singhal helps lead EagleTree’s investment activities in the water and industrial sector. He currently serves on the Boards of Directors of ALM Media, Gaylord, WaterFleet and Andronaco. He previously served on the Boards of Directors of High Pressure Equipment Company and Airtech.

Mr. Singhal received his B.S. in Finance and Accounting from the Stern School of Business at New York University.

Steve Santiago, Legal/Compliance Analyst

Mr. Santiago joined EagleTree Capital in 2021. Prior to joining EagleTree, Mr. Santiago worked in the Credit team at Fortress Investment Group.

Mr. Santiago received his B.A. in Journalism from Penn State University.

Jay Patel, Associate

Mr. Patel joined EagleTree Capital in 2021. Prior to EagleTree, Mr. Patel worked at Guggenheim Securities in the Global Industrials Group.

Mr. Patel received his B.B.A in Finance from Temple University’s Fox School of Business, graduating summa cum laude.

Russell Slater, Principal

Mr. Slater joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2013. Prior to Wasserstein & Co., Mr. Slater worked at Citi in the Consumer & Retail Investment Banking Group.

Mr. Slater currently serves on the Board of Directors of The Channel Company and Integreon.

Mr. Slater received his A.B. in Chemistry from Princeton University, graduating magna cum laude.

Shivam Bharadwaj, Senior Associate

Mr. Bharadwaj joined EagleTree Capital in 2019. Prior to EagleTree, Mr. Bharadwaj worked at Bank of America Merrill Lynch in the Global Industrials Group.

Mr. Bharadwaj received his B.S. in Business with concentrations in Finance and Economics from the Stern School of Business at New York University, graduating magna cum laude.

Arie Abramov, Associate General Counsel-M&A

Mr. Abramov joined EagleTree Capital in 2021. Prior to EagleTree, Mr. Abramov was an associate in the M&A Group at Paul, Weiss, Rifkind, Wharton & Garrison, LLP where he represented a wide range of private equity sponsors and their portfolio companies in public and private mergers, acquisitions, strategic investments and joint ventures.

Mr. Abramov received his LL.M from New York University School of Law, and his LL.B. from Tel Aviv University.

Daniel Ng, Director of Finance & Accounting

Mr Ng joined EagleTree Capital in 2021. Prior to EagleTree, Mr Ng was an Executive Director at Olympus Capital Asia where he oversaw the accounting, financial operations, tax and treasury functions. Prior to that, Mr Ng worked at Deloitte & Touche in Audit and Assurance in New York and London.

Mr Ng manages EagleTree’s Finance department.

Mr Ng is a Fellow Chartered Accountant with the Institute of Chartered Accountants in England and Wales (ICAEW). He received his B.A. in Economic and Social Studies from the University of Manchester.

Rafael Campos, Associate

Mr. Campos joined EagleTree Capital in 2021. Prior to EagleTree, Mr. Campos worked at BofA Securities in the Financial Sponsors Group.

Mr. Campos received his B.B.A. in Finance from the University of Notre Dame.

Aishani Naga, Associate

Ms. Naga joined EagleTree Capital in 2021. Prior to EagleTree, Ms. Naga worked at Scotiabank in the Global Energy Group.

Ms. Naga received her B.A. in Economics from Vanderbilt University.

Rohan Rai, Partner

Mr. Rai joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2005. Prior to Wasserstein & Co., Mr. Rai worked at UBS in the Mergers & Acquisitions Group.

Mr. Rai helps lead EagleTree’s investment activities in the media and business services sector. He currently serves on the Boards of Directors of Integreon and Nasco.

Mr. Rai received his B.S. in Economics with a concentration in Finance from the Wharton School of Business, graduating cum laude.

Fredrik Linder, Operating Partner

Mr. Linder joined EagleTree Capital in 2021 after leading the Global Health and Nutrition Group at Informa. As Group President he was responsible for overseeing and leading the success and advancement of the global health, nutrition, pharmaceutical and live design markets: a global portfolio that consisted of New Hope Network, SupplySide, Vitafoods, Food ingredients, CPHI and Live Design.

In a 20+ year career with New Hope/Penton/Informa (which owns Expo East and Expo West, the preeminent trade shows for the natural and organic food, beverage, ingredient and personal care products sectors), he oversaw several transactions as well as specializing in structuring and leading strong management teams. He is considered a thought leader in the healthy lifestyle industry.

Mr. Linder has served on several boards including: The Society of Independent Show Organizers, Bastyr University, and The Dietary Supplement Education Alliance, and was on the Company Council of the International Alliance of Dietary Supplement Associations. He received a bachelor’s degree in English from the University of Colorado.

Dillon Fournier, Associate

Mr. Fournier joined EagleTree Capital in 2019.

Mr. Fournier received his B.S. in Business and Finance, and Economics from New York University Shanghai, graduating Magna Cum Laude.

Linda Maguire, Executive Assistant

Ms. Maguire joined Eagletree Capital in March of 2019. Prior to joining Eagletree Capital, Ms. Maguire had a long career in retail management most notably running the entire New York City Operations for Daffy’s Department Stores.

Linda Maguire, Executive Assistant

Ms. Maguire joined Eagletree Capital in March of 2019. Prior to joining Eagletree Capital, Ms. Maguire had a long career in retail management most notably running the entire New York City Operations for Daffy’s Department Stores.

Stephanie McCavitt, General Counsel & Chief Compliance Officer

Ms. McCavitt joined EagleTree Capital in 2020. Prior to EagleTree, Ms. McCavitt was a Counsel in the Private Funds Group at Paul, Weiss, Rifkind, Wharton & Garrison, LLP where she advised numerous private equity and other clients on a wide variety of legal and tax matters.

Ms. McCavitt received her B.B.A. in Accounting from the University of Massachusetts at Amherst, her J.D. from New York Law School (magna cum laude) where she was a Notes and Comments Editor of the Law Review, and her LL.M. in Taxation from New York University School of Law.

Andrew Kelly, Principal

Mr. Kelly joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2011. Prior to Wasserstein & Co., Mr. Kelly worked at CDG Group, a boutique restructuring and M&A advisory firm.

Mr. Kelly currently serves on the Board of Directors of Gaylord.

Mr. Kelly received his B.B.A. in Finance from the University of Notre Dame, graduating cum laude.

Valerie Thompson, Executive Assistant

Ms. Thompson joined EagleTree Capital’s original predecessor firm Wasserstein Perella in 1999. Prior to Wasserstein Perella, Ms. Thompson worked at EXOR America, the private investment division of the Fiat Group.

Ms. Thompson received her Dip.Ed. at Church Teachers’ College: Mandeville with further coursework in Public Relations at New York University.

Kristen Jones, Executive Assistant

Ms. Jones joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2014. Prior to Wasserstein & Co., Ms. Jones worked in theater, arts education, and real estate.

Ms. Jones received her B.A. in Theater from Winthrop University.

Lori Gaudreault, Assistant Controller

Ms. Gaudreault joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2015. Prior to EagleTree, Ms. Gaudreault worked at Vatera Holdings as Assistant Controller, where she focused on the accounting and operations of the Venture Capital company and management companies, as well as fund and foundation financial reporting. Prior to Vatera, Ms. Gaudreault worked at Tremblant Capital Group, where she was responsible for management company accounting and reporting of the management company and family office.

Ms. Gaudreault is a Certified Public Accountant. She received her M.S. in Taxation from the Baruch College and her B.S. in Mathematics and Actuarial Science from the University of Connecticut.

Lori Gaudreault, Assistant Controller

Ms. Gaudreault joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2015. Prior to EagleTree, Ms. Gaudreault worked at Vatera Holdings as Assistant Controller, where she focused on the accounting and operations of the Venture Capital company and management companies, as well as fund and foundation financial reporting. Prior to Vatera, Ms. Gaudreault worked at Tremblant Capital Group, where she was responsible for management company accounting and reporting of the management company and family office.

Ms. Gaudreault is a Certified Public Accountant. She received her M.S. in Taxation from the Baruch College and her B.S. in Mathematics and Actuarial Science from the University of Connecticut.

Rohan Jones, Controller

Mr. Jones joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2009. Prior to EagleTree, Mr. Jones worked at Ernst & Young as an auditor for Private Equity and Mutual Fund clients.

Mr. Jones manages EagleTree’s finance department.

Mr. Jones is a Certified Public Accountant. He received his M.B.A. from the McDonough School of Business at Georgetown University and his B.S. in Accounting from Brooklyn College.

Michelle Veillette Sareen, SVP & Investor Relations Director

Ms. Sareen joined EagleTree Capital’s original predecessor firm Wasserstein Perella in 1989.

Ms. Sareen is responsible for EagleTree’s investor relations and administrative matters concerning EagleTree Capital.

Ms. Sareen received her M.A. from the California Institute of Integral Studies and her B.A. from Parsons The New School for Design.

Rex Zhou, Associate

Mr. Zhou joined EagleTree Capital’s predecessor firm Wasserstein & Co. in 2015. Previously, Mr. Zhou worked as a summer analyst at Wasserstein & Co.

Mr. Zhou received his B.B.A from the Stephen M. Ross School of Business at the University of Michigan and was elected to Gamma Sigma Alpha, graduating magna cum laude.

Christopher Woo, Associate

Mr. Woo joined EagleTree Capital in 2016. Prior to EagleTree, Mr. Woo worked at Citi in the Mergers & Acquisitions Group.

Mr. Woo received a B.A. in Honors Business Administration from the Richard Ivey School of Business at the University of Western Ontario.

Matthew McCrary, Associate

Mr. McCrary joined EagleTree Capital in 2018. Prior to EagleTree, Mr. McCrary worked at Bank of Montreal in the Sponsor Finance Group.

Mr. McCrary received his B.A. in Business and Economics from Wheaton College, graduating summa cum laude.

Steven Wang, Associate

Mr. Wang joined predecessor firm Wasserstein & Co. in 2014. Previously, Mr. Wang worked as an analyst at Lazard in the Corporate Finance & Capital Structure Advisory Group.

Mr. Wang received his B.S. in Economics with a concentration in Finance from the Wharton School of the University of Pennsylvania, graduating summa cum laude.

Julia Materasso, Office Assistant

Ms. Materasso joined predecessor firm Wasserstein & Co. in 2016. She works as an office assistant and as an assistant to the finance team. She holds a B.A. in Communications from Marymount Manhattan College.

Joanna Concessao, Associate

Ms. Concessao joined predecessor firm Wasserstein & Co. in 2015. Previously, she worked as an analyst in the Technology, Media & Telecom Investment Banking Group at Bank of America Merrill Lynch.

Ms. Concessao received a B.A. in Economics from Wellesley College, graduating magna cum laude and Phi Beta Kappa.

Beth Gardiner, Executive Assistant

Ms. Gardiner joined predecessor firm Wasserstein & Co. in 2014. She is an executive assistant in the Private Equity group as well as the Credit Fund group. Previously, she has worked in administrative positions with New Video Group and the Argosy Foundation. She holds a B.A. from Wesleyan University and an M.F.A. from the University of California, Irvine.

Thomas Ibsen Huang, Partner

Mr. Huang joined the original predecessor firm Wasserstein Perella in 1995. Although Mr. Huang left Eagletree in May 2017, he continues to serve as a Senior Advisor. He has worked on a broad variety of transactions ranging from early stage venture capital investments to the sale of publicly traded portfolio companies. Mr Huang previously served on the Boards of Directors of Encompass Digital Media and So Delicious Dairy Free.

Mr. Huang received two concurrent degrees from the University of Pennsylvania, graduating magna cum laude with general honors. He received a B.S. in Economics with a concentration in Finance from the Wharton School of Business and a B.A. in English from the College of Arts & Sciences.

Investment Team

Anup Bagaria

George Majoros, Jr.

Robert Fogelson

Michael Struble

Stuart Martin

Rohan Rai

Nitin Singhal

Amanda Ratner

Russell Slater

Alex Del Balso

Ben Marchi

Shivam Bharadwaj

Blake Hannesson

Alyssa Loffredo

Andrea Barragan

Chris Bhutani

Rafael Campos

Madison Clement

Dillon Fournier

Aishani Naga

Jay Patel

Andrew Pechock

Evan Tarte

Operating Partners

Rengarajan Ramesh

Robert Gray

Fredrik Linder

Sean Macaulay

Business Operations

Robert Mersten

Stephanie McCavitt

Michelle Veillette Sareen

Daniel Ng

Arie Abramov

Gia Baker

Kevin Beckley

Anna Gavrilyuk

Steve Santiago

Ian Daly

Kristen Jones

Melissa Hartman

Linda Maguire

Samantha Taylor

Valerie Thompson