Advisors in United States

Holly Magister
Exit Planner
Holly helps entrepreneurs assess, re-align, and accelerate their business with the intent of eventually executing its top-dollar sale. As a practicing CPA for nearly 30 years, and Certified Financial Planner, Holly has participated in numerous business transactions. As such, she observed how often...
Murrysville, Pennsylvania
(724) 733-2548
James Branson
Managing Partner
Focused on privately-held seller companies $3 million to $30 million in sales. Manage the complete process for sellers and buyers resulting in successful divestitures or acquisitions. Several years in General Electric management; then in 1981, syndicated an investor group resulting in a purchase of...
Cleveland/Akron, Ohio
(440) 725-9263
Daniel Wood
CEO/Managing Principal
Drake Woodschoo was founded on the ambitions of Daniel Wood, CEO and Managing Principal. Mr. Wood is a native Washingtonian, where he resides. Prior to founding Drake Woodschoo LLC he worked at Smith Barney and Morgan Stanley.Daniel earned a Bachelors Degree in Banking and Finance from Bowie State...
Washington, District of Columbia
(202) 733-7072
Jason Price
Jason is an experienced private equity professional. Prior to joining Exaltare, he was a Senior Vice President at Cigna Investment Management, Inc. where he was a member of the alternative investments team specializing in middle market buyout, mezzanine, and secondary partnership investments and...
Boston, Massachusetts
Philip Smith
Philip is an Associate with Catalus Capital Management where he analyzes investment opportunities and monitors portfolio Investments. Philip was previously an analyst at Mesa West Capital, a real estate fund focused on first mortgage and mezzanine debt investments in the US with a capital base of...
New York, New York
(203) 816-0762
Rob Jennings is a partner in Lazarus Capital Partners and a principal of the Fund. Rob has over 23 years of experience investing in and managing entrepreneurial businesses. His most notable successes have been in turning around individual companies in a portfolio environment.Most recently, Rob...
Birmingham, Alabama
(205) 871-1043
Michael Rand
Managing Director
Michael Rand is co-founder and Managing Director of WindSail Capital Group. Michael brings to WindSail over 18 years of experience in private equity investing, structured finance and corporate finance. Prior to founding WindSail, Michael spent 11 years as a private equity professional, most...
Boston, Massachusetts
(617) 423-6064
Marek Olszewski
Managing Partner
Marek manages Catalus Capital Management, which he co-founded in early 2011. He is responsible for overseeing all of the fund’s activities including investment strategy and execution, in addition to portfolio management. Marek was previously a Managing Director of Corporate Strategy and M&A at...
New York, New York
Chris Eichmann
Managing Partner
Chris has worked with lower middle-market owners and companies for his entire career in multiple capacities, industries and geographies. Prior to starting Pillsman Partners, LLC, Chris led corporate development and strategic finance at Curtis Instruments, a global designer and assembler of power...
Greenwich, Connecticut
(203) 542-5521
Rafael Romero
Rafael Romero is a Principal at Emigrant Capital Corp., and is responsibility for the deal origination and execution. Prior to joining ECC, Mr. Romero was an Investment Professional at Prospect Capital Management, where he was responsible for originating, executing and managing private equity and...
New York, New York
(917) 262-5243

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