Our Team
A cohesive team of experienced investment professionals and industry executives drive Mill Point’s operations. Mill Point’s investment professionals are seasoned investors with established investment records and reputations and have invested across varying market cycles. Mill Point’s Executive Partners are former senior executives of successful companies in Mill Point’s target sectors with extensive leadership experience and industry expertise. Mill Point’s Functional Experts are former executives with established capabilities across core functional areas, including Strategy, Finance, Human Capital, Technology, Operations and Sales & Marketing.
Investment & Professional Team
Founder & Managing Partner
Michael Duran
Founder & Managing Partner
Michael Duran is the Founder and Managing Partner of Mill Point Capital and serves on the Investment Committee. Mr. Duran currently serves on the boards of all unrealized Mill Point portfolio companies, and previously served on the boards of Diversified Distribution Systems, Atlantix Global Systems, DLT Solutions, Huntington Solutions, Kemp Technologies, KKSP Precision Machining, Spire Power Solutions, Avenu Insights & Analytics, International Designs Group and Prime Pensions prior to Mill Point’s exits.
Prior to founding Mill Point, Mr. Duran was a Managing Director at Ripplewood Holdings. Mr. Duran joined Ripplewood in 1999 and during his thirteen-year tenure executed domestic and international investments in a variety of industries, including business services, industrials, consumer products, direct marketing, telecommunications equipment and consumer electronics. In addition, Mr. Duran held numerous board positions for Ripplewood portfolio companies. Prior to joining Ripplewood, Mr. Duran worked in the Mergers and Acquisitions Group at Broadview International, a technology-focused boutique investment bank, in both its New York and London offices.
Mr. Duran earned a B.S. from Georgetown University, where he studied Finance, International Business and Psychology. Mr. Duran also completed a program in Comparative Business Policy and International Finance at Oxford University.
Managing Partner
Dustin Smith
Managing Partner
Dustin Smith is a Managing Partner of Mill Point Capital and serves on the Investment Committee. Mr. Smith currently serves on the boards of all unrealized Mill Point portfolio companies, and previously served on the boards of Huntington Solutions, Kemp Technologies, KKSP Precision Machining, Spire Power Solutions, Avenu Insights & Analytics, International Designs Group and Prime Pensions prior to Mill Point’s exits.
Prior to joining Mill Point in 2016, Mr. Smith was a Managing Director and Head of Industrials at American Capital. Mr. Smith joined American Capital in 2004, and during his tenure was responsible for the origination, structuring, negotiation and oversight of the firm’s private equity transactions. Prior to joining American Capital, Mr. Smith worked at MML Capital Partners, a $530 million mezzanine and private equity fund specializing in growth financings for middle-market companies. Prior to MML, Mr. Smith worked in the Mergers and Acquisitions Group at Credit Suisse First Boston, where he focused on transactions in the energy, consumer products and industrial sectors. In addition, Mr. Smith was formerly a board member of DelStar Technologies, Dynojet Research, eLynx Holdings, Lifoam Holdings, Mirion Technologies and Pacific Handy Cutter, many of which were in a Chairman role.
Mr. Smith is a Phi Beta Kappa and magna cum laude graduate of Georgetown University, where he earned both a B.S. and M.S. in International Relations, Economics and Business Diplomacy.
Partner
Richard Summers
Partner
Richard Summers is a Partner of Mill Point Capital. Mr. Summers currently serves on the boards of MPP, Outworx Group, Franklin Madison, Verinext, Pythian, Full Circle Fiber, CrashPlan, Proficium, iQor and SS8, and previously served on the boards of Huntington Solutions and Kemp Technologies prior to Mill Point’s exits.
Prior to joining Mill Point in 2013, Mr. Summers was with Barclays as a member of the industrials investment banking team responsible for providing strategic advice on mergers & acquisitions and capital raising. In addition, Mr. Summers was a founding member of Barclays’ Strategic Finance Group, where he advised clients across all industries on shareholder activism, hostile M&A and takeover defense.
Mr. Summers earned a B.S. in Business Administration, with a concentration in Finance, from the University of North Carolina at Chapel Hill.
Partner
Mark Paolano
Partner
Mark Paolano is a Partner of Mill Point Capital. Mr. Paolano currently serves on the boards of GlacierPoint Enterprises, Vehicle Management Solutions, Seviroli, CREO Group, Voltaris and AeriTek, and previously served on the boards of Huntington Solutions, Spire Power Solutions, KKSP Precision Machining, Avenu Insights & Analytics and Prime Pensions prior to Mill Point’s exits.
Prior to joining Mill Point in 2016, Mr. Paolano was with American Capital. At American Capital, he was a member of the private equity team responsible for identifying and analyzing investment opportunities, structuring and closing transactions, monitoring portfolio companies, working closely with management teams to accelerate growth and implementing strategic and operational initiatives. At American Capital, Mr. Paolano worked on investments across the entire capital structure including both equity and debt. Prior to American Capital, Mr. Paolano was a member of the financial sponsors group at Citigroup Global Markets, where he advised clients on sponsor-led acquisitions and leveraged financings.
Mr. Paolano is a magna cum laude graduate of the University of Notre Dame, where he earned a B.B.A. in Finance. Mr. Paolano also completed a program at the University of Virginia Darden School of Business. In addition, Mr. Paolano serves on the Corporate Advisory Board of Cold Spring Harbor Laboratory, a private, not-for-profit institution with research programs in cancer, neuroscience, plant biology, genomics and bioinformatics.
Partner
Aileen Wang
Partner
Aileen Wang is a Partner of Mill Point Capital. Ms. Wang currently serves on the boards of CrashPlan, Seviroli and Koozie Group.
Prior to joining Mill Point in 2020, Ms. Wang was with KLS Diversified Asset Management. At KLS, she was a member of the Special Situations team responsible for investing in distressed securities, private financings and other strategic market opportunities across a variety of sectors. Prior to joining KLS, Ms. Wang worked in the Restructuring Group at Millstein & Co., where she advised corporate and creditor clients on restructuring transactions.
Ms. Wang is a magna cum laude graduate of the Wharton School at the University of Pennsylvania, where she earned a B.S. in Economics.
Partner, Business Development
Orestes Tarajano
Partner, Head of Business Development
Orestes Tarajano is a Partner and the Head of Business Development of Mill Point Capital. Mr. Tarajano currently serves on the board of AeriTek and Garyline.
Prior to joining Mill Point in 2023, Mr. Tarajano was a Managing Director in the Financial Sponsors Group within the Investment Banking division at Citigroup where he worked with private equity firms across various industries such as industrials, business services, technology, consumer/food & beverage and healthcare, and across products such as M&A/Strategic Advisory and Debt and Equity financings. Prior to Citigroup, Mr. Tarajano worked in the Investment Banking divisions at Goldman Sachs, Credit Suisse and RBC Capital Markets. During his multi-decade career in investment banking, Mr. Tarajano worked on hundreds of both private and public transactions, lead the identification and idea generation of investment opportunities and established and cultivated strong relationships with senior executives and investment professionals.
Mr. Tarajano earned a B.S. in Engineering from Cornell University and an M.B.A. from Columbia University.
Partner, Operations
Chris Hearing
Partner, Operations
Chris Hearing is a Partner, Operations of Mill Point Capital. Mr. Hearing currently serves as the Executive Chairman of Vehicle Management Solutions, Vice Chairman of Franklin Madison and on the boards of AeriTek, CrashPlan and Full Circle Fiber, and previously served as the Chief Strategy Officer of Avenu Insights & Analytics prior to Mill Point’s exit.
Mr. Hearing has had a successful 30-year career serving in multiple executive leadership roles. Mr. Hearing worked in large public companies as the Chief Financial Officer at Time Life, Chief Financial Officer of a private equity portfolio group and President of Direct Holdings Global, a privately held marketing and live entertainment company. As President, Mr. Hearing led Direct Holdings to rapid enterprise value growth by diversifying product lines and distribution channels and streamlining operations. Mr. Hearing has advised non-profit organizations in several board roles and has diverse experience leading international teams. Mr. Hearing has extensive strategic experience helping organizations successfully face complex market challenges by identifying strategic opportunities for revenue growth and operational improvements, followed by the creation and implementation of action plans to achieve their goals. He has led multiple complex integrations to successfully realize full enterprise value from business combinations. In addition, Mr. Hearing has led organizational restructuring efforts to improve profitability and has led both buy and sell sides of several acquisitions and divestitures.
Mr. Hearing earned a B.S. from Villanova University and an M.B.A. from the University of Maryland.
Partner, Capital Markets
Jenna Bonczewski
Partner, Head of Capital Markets
Jenna Bonczewski is a Partner and the Head of Capital Markets of Mill Point Capital. Prior to joining Mill Point in 2023, Ms. Bonczewski was a Principal at Evolution Credit Partners, a credit investment manager. At Evolution, she was a member of the investment team and was responsible for the origination, underwriting, structuring, negotiation and monitoring of credit investments. Prior to joining Evolution, Ms. Bonczewski held positions at Ares Management, American Capital and LBC Credit Partners as a member of the investment team.
Ms. Bonczewski earned a B.A. in Government from Wesleyan University and an M.B.A. from the University of Chicago.
Investment Committee Member
Jim Millstein
Investment Committee Member
Jim Millstein serves on the Mill Point Capital Investment Committee. Mr. Millstein is the Co-Chairman of Guggenheim Securities. Prior to joining Guggenheim, Mr. Millstein was the Founder and Chief Executive Officer of Millstein & Co., a financial advisory firm. Prior to founding Millstein & Co. in 2011, Mr. Millstein was the Chief Restructuring Officer at the Department of the Treasury from 2009 to 2011. In that role, he was responsible for oversight and management of the Department of the Treasury’s largest investments in the financial sector. Mr. Millstein was the principal architect of American International Group’s successful restructuring and recapitalization.
Prior to joining the Department of the Treasury, Mr. Millstein served as Managing Director and Global Co-Head of Corporate Restructuring at Lazard from 2000 to 2008. Mr. Millstein managed a leading restructuring practice in Europe, the United States and Asia. Before joining Lazard, Mr. Millstein was Partner and Head of the Corporate Restructuring practice at Cleary, Gottlieb, Steen & Hamilton LLP, managing a highly successful practice of a major international law firm.
Mr. Millstein received a J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar. He earned an M.A. in Political Science summa cum laude from the University of California, Berkeley. Mr. Millstein graduated summa cum laude with a B.A. in Politics from Princeton University.
Partner, Strategy & Capital Formation
Lina Russo
Partner, Head of Strategy and Capital Formation
Lina Russo is a Partner and the Head of Strategy and Capital Formation of Mill Point Capital. Prior to joining Mill Point in 2023, Ms. Russo was a co-founder and Partner at Acalyx Advisors, where she managed all aspects of private equity fundraisings, including the identification of high conviction General Partners, the development of marketing strategies and the successful execution of these fundraisings. In addition, Ms. Russo worked closely with a broad set of Limited Partners to facilitate their investment processes and decision-making. Prior to co-founding Acalyx, Ms. Russo was a Partner with MVision, where she ran multiple deal teams raising funds in North America and Latin America. Prior to joining MVision, Ms. Russo was with Merrill Lynch’s private equity funds group, which focused on raising institutional capital for private funds. She also spent several years in Merrill Lynch’s principal investing group, which made direct investments into private companies, and in the investment banking group, providing M&A advisory and raising public debt and equity for telecommunication service providers.
Ms. Russo is a magna cum laude graduate of New York University, where she earned a B.S., with a double major in Finance and Economics and a minor in Political Science. In addition, she earned an M.B.A. from Columbia University as a member of the Beta Gamma Sigma Honor Society.
Partner, Investor Relations
Jiaeh Kim
Partner, Head of Investor Relations
Jiaeh Kim is a Partner and the Head of Investor Relations of Mill Point Capital. Prior to joining Mill Point in 2018, Ms. Kim was a Director at Corbin Capital Partners, responsible for investor relations. Ms. Kim started her career at J.P. Morgan Alternative Asset Management, and for nine years was a member of the Client Portfolio Management group where she focused on investor relations and business development.
Ms. Kim earned a B.S. in Policy Analysis and Management from Cornell University, and a Master of International Affairs from Columbia University’s School of International and Public Affairs.
Partner, CFO & CCO
Tim Chizak
Partner, Chief Financial Officer & Chief Compliance Officer
Tim Chizak is a Partner and the Chief Financial Officer and Chief Compliance Officer of Mill Point Capital. Prior to joining Mill Point in 2017, Mr. Chizak was the Chief Operating Officer and Chief Financial Officer at Millstein & Co. Prior to Millstein & Co., Mr. Chizak was a Managing Director and Chief Financial Officer/Chief Administrative Officer within Fortress Investment Group’s Credit business. As Chief Financial Officer, Mr. Chizak oversaw the financial and operational activities of a variety of Fortress Funds investing globally across credit, real estate and long-dated assets. As Chief Administrative Officer, Mr. Chizak oversaw Fortress’ Global Real Estate platform. Prior to Fortress, Mr. Chizak was a Principal at JP Morgan Partners, a global private equity organization that had over $13 billion in capital under management. Prior to JP Morgan, Mr. Chizak was a Principal and Group Controller at Ripplewood Holdings. Mr. Chizak began his career at Arthur Andersen working in Audit and the Transaction Advisory Services groups.
Mr. Chizak previously served on the board of Prime Pensions prior to Mill Point’s exit.
Mr. Chizak earned a B.S. in Accounting/Business Administration from Bucknell University.
Deputy CFO
Brett Roeske
Deputy CFO
Brett Roeske is the Deputy Chief Financial Officer of Mill Point Capital. Prior to joining Mill Point in 2021, Mr. Roeske was a Senior Associate at Vanke Holdings USA, a real estate investment company. At Vanke, he was responsible for the finance, operations, treasury and reporting functions, as well as the asset management role for multiple investments. Prior to Vanke, Mr. Roeske was a Fund Accountant at GTIS Partners, a real estate private equity fund. Mr. Roeske began his career at Grant Thornton, where he performed financial statement audits for clients in the financial services space.
Mr. Roeske earned a B.S. in Accounting from the University of Richmond’s Robins School of Business and is a Certified Public Accountant.
Deputy CCO
Janine Diljohn
Deputy CCO
Janine Diljohn is the Deputy Chief Compliance Manager of Mill Point Capital. Prior to joining Mill Point in 2024, Ms. Diljohn was a Managing Director, U.S. Head of Operations, General Counsel and Chief Compliance Officer at HQ Capital, a global asset manager. At HQ Capital, she was responsible for overseeing the operational functions performed in the U.S., with direct responsibility for the firm’s global legal and regulatory compliance function.
Ms. Diljohn earned a B.A. in History from Columbia University, a J.D. cum laude from New York Law School, and is licensed to practice law in New York.
Vice President, Controller
Francine Frankel
Vice President, Controller
Fran Frankel is a Vice President and Controller of Mill Point Capital. Prior to joining Mill Point in 2024, Ms. Frankel was the Controller of Abacus and Associates Inc, a single family office which managed its own investments across various platforms, and a Controller at Crestview Partners where she was responsible for all aspects of the management company including operations, human resources, budgeting and management reporting. Prior to Crestview, Ms. Frankel worked for Marcum LLP in a specialty practice dedicated to the start-up and maintenance of management companies across various alternative asset platforms. Ms. Frankel started her career at Ernst & Young in the audit group.
Ms. Frankel earned her B.S. in accounting from the University of Maryland’s Robert H. Smith School of Business.
Principal
Sebastian Bustamante
Principal
Sebastian Bustamante is a Principal of Mill Point Capital. Mr. Bustamante currently serves on the boards of Vehicle Management Solutions, CREO Group and AeriTek.
Prior to joining Mill Point in 2020, Mr. Bustamante was with Bank of America Merrill Lynch. At Bank of America, he was a member of the Global Industrials Group where he was responsible for providing strategic advice on mergers & acquisitions and capital raising for companies in the packaging, business services, engineering & construction and aerospace & defense sectors.
Mr. Bustamante earned a B.A. in History with Honors from Boston College.
Principal
Ben Rogers
Principal
Ben Rogers is a Principal of Mill Point Capital. Mr. Rogers currently serves on the boards of Full Circle Fiber and Proficium, and previously served on the board of International Designs Group prior to Mill Point’s exit.
Prior to joining Mill Point in 2017, Mr. Rogers was with Macquarie Capital. At Macquarie, he was a founding member of the Aerospace & Defense coverage team responsible for providing strategic advice on mergers & acquisitions and capital raising for companies in the aerospace, defense and government services sectors. In addition, Mr. Rogers was a member of Macquarie’s Leveraged Finance & Merchant Banking team, where he advised clients on sponsor-led acquisitions and financings across the capital structure.
Mr. Rogers is a magna cum laude graduate of Colgate University, where he earned a B.A. in Economics and Philosophy.
Principal
Brandon Sarno
Principal
Brandon Sarno is a Principal at Mill Point Capital. He currently serves on the boards of ServicePoint, iQor, Voltaris and SS8, and previously served on the board of Prime Pensions prior to Mill Point’s exit.
Prior to joining Mill Point in 2019, Mr. Sarno was with Evercore in the Technology M&A group. He was responsible for providing strategic advice on mergers & acquisitions for public and private companies across industrial technology, IT services and other subsectors in technology.
Mr. Sarno is a graduate of Boston College, where he earned a B.S. in Finance and Accounting.
Vice President
Nick Birney
Vice President
Nick Birney is a Vice President of Mill Point Capital. Prior to joining Mill Point in 2024, Mr. Birney was with Radial Equity Partners. At Radial, he was a member of the investment team where he was responsible for sourcing, underwriting, due diligence and deal execution for middle-market businesses serving the Consumer and Industrials markets. Prior to Radial, Mr. Birney was a member of Bank of America Merrill Lynch’s Global Industrials Group, where he was responsible for providing strategic advice on mergers & acquisitions and capital raising for companies in the Chemicals, Diversified Industrials and Transportation sectors.
Mr. Birney earned a B.S. in Mechanical Engineering from the University of Wisconsin – Madison.
Vice President
Jake Giuffrida
Vice President
Jake Giuffrida is a Vice President of Mill Point Capital. Prior to joining Mill Point in 2021, Mr. Giuffrida was with Nomura. At Nomura, he was a member of the Financial Sponsors Group, where he was responsible for providing M&A advisory services and underwriting debt financing related to private equity-backed leveraged buyouts, add-on and recapitalization transactions.
Mr. Giuffrida is a magna cum laude graduate of Villanova University, where he earned a B.B.A. in Finance and Business Analytics.
Vice President
Ankit Mehra
Vice President
Ankit Mehra is a Vice President of Mill Point Capital. Prior to joining Mill Point in 2022, Mr. Mehra was with Bank of America Merrill Lynch. At Bank of America, he was a member of the Global Industrials Group where he was responsible for providing strategic advice on mergers & acquisitions and capital raising for companies in the Chemicals, Business Services, Diversified Industrials and Aerospace & Defense sectors.
Mr. Mehra earned a B.B.A. in Finance from the University of Texas at Austin.
Associate
Adam Aronowitz
Associate
Adam Aronowitz is an Associate of Mill Point Capital. Prior to joining Mill Point in 2023, Mr. Aronowitz was with Houlihan Lokey. At Houlihan Lokey, he was a member of the Business Services Group, where he focused on providing M&A advisory services for companies in the Facility and Environmental Services sectors.
Mr. Aronowitz earned a B.A. in Finance from Fairfield University and an M.S. in Finance from Southern Methodist University.
Associate
Stephen Arrondo
Associate
Stephen Arrondo is an Associate of Mill Point Capital. Prior to joining Mill Point in 2025, Mr. Arrondo was with Gordon Dyal & Co., where he advised clients on strategic transactions, including mergers, acquisitions and shareholder activism & defense situations across various industries. Mr. Arrondo began his career at Perella Weinberg Partners in the Industrials Group, focusing on mergers, acquisitions and sell-side engagements.
Mr. Arrondo earned a B.S. in Finance and Accounting from Indiana University.
Associate
Garrett Cannon
Associate
Garrett Cannon is an Associate of Mill Point Capital. Prior to joining Mill Point in 2022, Mr. Cannon was with KPMG Corporate Finance. At KPMG, he was a member of the Diversified Industrials Group where he advised on sell side engagements, capital raises, carve-outs and acquisitions for companies in the Manufacturing, Distribution, Transportation & Logistics and Real Estate industries.
Mr. Cannon earned a B.A. in Economics from Washington and Lee University, and was a member of the Men’s Varsity Lacrosse Team.
Associate
Andrew Israel
Associate
Andrew Israel is an Associate of Mill Point Capital. Prior to joining Mill Point in 2024, Mr. Israel was an associate at New Form Capital, where he sourced and evaluated early-stage venture capital deals in fintech and blockchain. Mr. Israel began his career at Morgan Stanley in the Fixed Income division, working as an analyst on both the private credit leveraged finance team and the credit derivatives trading team.
Mr. Israel is a magna cum laude graduate of Yale University, where he earned a B.A. in Statistics & Data Science and Economics.
Associate
Alie Jurkowitz
Associate
Alie Jurkowitz is an Associate of Mill Point Capital. Prior to joining Mill Point in 2023, Ms. Jurkowitz was with Platinum Equity. At Platinum, she was a member of the Business Development Group, where she was responsible for sourcing and evaluating new deal opportunities for Platinum’s $10 billion global buyout fund. Prior to Platinum, Ms. Jurkowitz was a member of Macquarie Capital’s Leveraged Finance and Financial Sponsors Group, where she advised clients on acquisitions and financings related to sponsor-led leveraged buyouts, add-on and recapitalization transactions.
Ms. Jurkowitz is a cum laude graduate of Colgate University, where she earned a B.A. in Economics.
Associate
Connor Leyden
Associate
Connor Leyden is an Associate of Mill Point Capital. Prior to joining Mill Point in 2025, Mr. Leyden was with Bank of America in the Leveraged Finance Group, where he advised corporate and private equity clients on capital structure solutions, leveraged buyouts, acquisition financings and recapitalizations, primarily in the Consumer and Industrials sectors.
Mr. Leyden earned a B.B.A. in Finance from the University of Notre Dame.
Associate
Andrew Lockhart
Associate
Andrew Lockhart is an Associate of Mill Point Capital. Prior to joining Mill Point in 2025, Mr. Lockhart was with Bank of America, where he advised clients on mergers, acquisitions and financings across various industries.
Mr. Lockhart is a magna cum laude graduate of Cornell University, where he earned a B.S. in Applied Economics and Management.
Associate
Caroline Najjar
Associate
Caroline Najjar is an Associate of Mill Point Capital. Prior to joining Mill Point in 2024, Ms. Najjar was with Interlock Equity, where she was a member of the investment team focused on due diligence and deal execution within the Professional Services industry. Prior to Interlock, she was part of the Capital Markets and Business Development team at Odyssey Investment Partners, responsible for sourcing and evaluating new deal opportunities.
Ms. Najjar earned a B.S. from Cornell University.
Associate
Paris Tomlin
Associate
Paris Tomlin is an Associate of Mill Point Capital. Prior to joining Mill Point in 2024, Ms. Tomlin was with Wells Fargo Securities. At Wells Fargo, she advised clients on strategic transactions, including mergers, acquisitions, divestitures and deal structuring across various industries.
Ms. Tomlin earned a B.S. in Business Administration and a B.A. in French from Washington & Lee University.
Associate
Matthew Kaufman
Associate
Matthew Kaufman is a Capital Markets Associate of Mill Point Capital. Prior to joining Mill Point in 2025, Mr. Kaufman was with Houlihan Lokey, where he advised clients on private capital raises, including refinancings, acquisition financings and growth capital transactions across various industries.
Mr. Kaufman earned a B.A. in Psychology from Dartmouth College.
Associate
Sally Cassidy
Associate
Sally Cassidy is an Investor Relations Associate of Mill Point Capital. Prior to joining Mill Point in 2024, Ms. Cassidy was with The Bowdoin Group, an executive search firm, where she was responsible for placing executives with venture capital and private equity-backed clients in the Healthcare and Technology industries.
Ms. Cassidy earned a B.A. in Global Studies and Economics from Colby College.
Associate
Katlyn Smith
Associate
Katlyn Smith is a Finance Associate of Mill Point Capital. Prior to joining Mill Point in 2024, Ms. Smith was a Senior Associate at Ernst & Young within the Financial Services Organization group. At Ernst & Young, she performed financial statement audits for clients in the banking and wealth and asset management sectors.
Ms. Smith earned a B.S. in Accounting and Business Administration from Saint Michael’s College.
Executive Partners
IT / Business Services
Craig Adler
Executive Partner, IT / Business Services
Craig Adler is an Executive Partner focused on the IT Services and Business Services verticals for Mill Point Capital. Mr. Adler previously served as the Executive Chairman of Avenu Insights & Analytics and on the boards of Kemp Technologies and DLT Solutions prior to Mill Point’s exits.
At DLT Solutions, Mr. Adler served on the Operating Committee and chaired the Audit Committee. Prior to these roles, Mr. Adler served as Executive Vice President and Chief Financial Officer of DLT Solutions from 2004 to 2017. He was responsible for all finance, contracts, and operational functions. He also played a key role in defining and implementing DLT Solutions’ corporate strategy and helped grow the company from $250 million to $1 billion in Revenue over his tenure. Previously, Mr. Adler was Senior Vice President, Chief Financial Officer and Corporate Secretary of Optimized Systems and Solutions Limited, a Science Applications International Corporation and Rolls Royce Plc joint venture. Prior to Optimized Systems and Solutions Limited, he served in various senior roles with Computer Sciences Corporation, including Vice President and Controller of CSC Professional Services Group, Inc., a $200 million high technology services company with customers in the international and U.S. public sectors. In 2011, Mr. Adler was named Washington Business Journal’s CFO of the Year: Government Contracting.
Mr. Adler earned a B.S. in Accounting from University of Maryland and is a retired CPA from Virginia. Mr. Adler also serves on the board of the non-profit Second Story and is an active investor and advisor in several early-stage companies.
Business Services
Bruce Arella
Executive Partner, Business Services
Bruce Arella is an Executive Partner focused on the Business Services vertical for Mill Point Capital. Mr. Arella currently serves on the board of Franklin Madison.
Mr. Arella has over 25 years of leadership, business building and merger-acquisition experience, having served as a family office president, business and fin-tech strategist, virtual family office leader, practice management operator, real estate investor, hedge fund principal and experienced board member. Mr. Arella previously served as Partner and Head of Real Estate for We Family Offices, responsible for leading the $14 billion firm’s real estate activities. In addition, Mr. Arella was a Partner and New York President of Genspring Family Offices, responsible for leading the $23 billion firm’s New York practice. Prior to these two roles, Mr. Arella worked in asset management holding positions as Chief Operating Officer at Orion Capital Management, Co-Founder and Portfolio Manager at Ardent Fund Management and Co-Head Trader at Standard and Poor’s. Mr. Arella currently serves on the boards of TruView BSI,LLc and Claybrook Capital and previously served as a member of the Board of Directors at Unity International Group.
Mr. Arella earned a B.S. in Finance and Economics from LIU Post University and completed the Executive Education Program in Family Wealth Management at Columbia Business School.
Business Services
Richard Bennet
Executive Partner, Business Services
Rick Bennet is an Executive Partner focused on the Business Services vertical for Mill Point Capital. Mr. Bennet currently serves as the Executive Chairman of Franklin Madison and previously served as the Executive Chairman of International Designs Group prior to Mill Point’s exit.
Mr. Bennet is also the Chief Executive Officer of CCA Global Partners, Inc. (“CCA”), a cooperative of independent retailers with over 3,000 members. Mr. Bennet has direct marketing and merchandising industry experience that spans four decades. Prior to joining CCA, Mr. Bennet was with the May Department Stores Company (“May”) for over 27 years. He ultimately became Vice Chairman of May, which operated 450 stores with revenues of $14 billion. He also served as a private equity Industrial Partner with Ripplewood Holdings, where he served as Chief Executive Officer of Direct Holdings Worldwide, an international direct marketing business. He has served on twelve Board of Directors, including Ace Hardware Corporation, a cooperative of over 5,000 independent retailers, Charming Shoppes and Drugstore.com.
Mr. Bennet earned a B.S. from University of Central Missouri and an M.B.A. from Washington University in St. Louis.
Industrials
Antony Besso
Executive Partner, Industrials
Antony Besso is an Executive Partner focused on the Industrials vertical for Mill Point Capital. Mr. Besso currently serves as the Chief Executive Officer and Executive Chairman of AeriTek. In addition, Mr. Besso currently serves as the Executive Chairman of Koozie Group, Outworx Group (including as its former Interim Chief Executive Officer) and MPP, and as the Vice Chairman of CREO Group. In addition, Mr. Besso serves on the Board of Voltaris. Mr. Besso previously served as the Executive Chairman of Spire Power Solutions prior to Mill Point’s exit.
Mr. Besso is a seasoned industrial executive with extensive experience and success managing complex situations and selling products and services to both private and public entities. Mr. Besso was formerly President and Chief Operating Officer of Mirion Technologies, where he helped create a leader in radiation measurement serving the nuclear power, medical, military and homeland security markets. His experience also includes senior management roles at global engineering group ALSTOM SA, including Corporate Vice President of Strategy and Business Development where he led the sale of non-core assets with over $1 billion in revenues and then as Managing Director of the Motors and Generators Business, which is now part of General Electric. Mr. Besso was a Founding Partner of Advention Business Partners, a leading independent consulting firm to private equity firms and Fortune 500 companies.
Mr. Besso earned a B.A. with Honors from Queen’s University and an M.B.A. from Dalhousie University.
IT / Business Services
Andy Crisenbery
Executive Partner, IT / Business Services
Andy Crisenbery is an Executive Partner focused on the IT Services and Business Services verticals for Mill Point Capital. Mr. Crisenbery serves on the boards of SS8 and CrashPlan and previously served as the Interim Chief Executive Officer of CrashPlan.
Mr. Crisenbery is a senior executive with over 40 years of experience in executive leadership, risk management and operational optimization in the IT, Federal Government and Financial Services sectors. During his tenure at CrashPlan, he provided interim leadership as Chief Executive Officer leading the organization in professionalizing financial reporting, operational optimization, sales alignment and supporting marketing capabilities. Mr. Crisenbery previously served as Senior Vice President and Managing Director with P&L responsibility of $285 million in the Origination Technologies Division of Black Knight Inc. (“Black Knight”), a leading provider of comprehensive real estate technologies tailored for the financial services sector. At Black Knight, he led corporate initiatives to advance the firm’s eMortgage strategy, built and managed executive partnerships, and evaluated and executed acquisitions to support the eMortgage product roadmap, with a particular focus on digital lending technologies. Prior to Black Knight, Mr. Crisenbery held a variety of leadership and executive positions at eLynx, Ltd. (“eLynx”) where he handled multiple divisions across geographically diverse locations for all matters related to Business Operations including multiple Print Fulfillment centers, Regulatory Risk and Compliance Programs, Program Management, Partner Programs / Relationships and continual regulator and key customer compliance audits. He led the operational coordination and due diligence efforts resulting in the sale of eLynx to Black Knight. He also represented the technology vendor community with the Consumer Financial Protection Board (“CFPB”) regulatory efforts resulting in the Truth in Lending Act (“TILA”). In addition, Mr. Crisenbery held progressive executive positions at Number Six Software, LLC (“Number Six”) and multiple financial services standards organizations, including the Board of Directors of Mortgage Industry Standards Maintenance Organization (“MISMO”), the Executive Leadership Team of the American Land Title Association (“ALTA”) and the BOD Membership Committee of the Electronic Signature and Records Association (“ESRA”).
Mr. Crisenbery earned an undergraduate degree in Electrical and Electronic Engineering from the University of Cincinnati.
Industrials
Dave Dolan
Executive Partner, Industrials
Dave Dolan is an Executive Partner focused on the Industrials vertical for Mill Point Capital. Mr. Dolan previously served as the Chief Executive Officer and President of KKSP Precision Machining, LLC. (“KKSP”) from 2011 to 2023 (including Mill Point’s ownership from 2017 to 2022). At KKSP, Mr. Dolan built and led the management team in the execution of a highly successful, private equity-backed growth strategy in the United States and Mexico.
Prior to his role at KKSP, Mr. Dolan was a Founding Member and Managing Director of GrowthPath Capital, a manufacturing, industrial and business services focused private equity firm, and the successor organization to Tangram Partners, which he joined in 1990. Over the course of his 22-year private equity career, Mr. Dolan led the evaluation, due diligence, acquisition, sale process, and served as a member of the Board of Advisors of portfolio companies in the plastic injection molding, steel tubing, machined metal products and electronic signage industries. In addition to his acquisition and advisory work, Mr. Dolan filled interim and transitional management positions in finance, operations, sales and overall strategy development and implementation.
Mr. Dolan earned a B.A. in Mathematics from Gettysburg College and an M.B.A. from the University of Chicago. Between degrees he spent three years working in the Corporate Finance Department at Salomon Brothers Inc. in New York.
Industrials
Anthony Dowd
Executive Partner, Industrials
Anthony Dowd is an Executive Partner focused on the Industrials vertical for Mill Point Capital. Mr. Dowd currently serves on the boards of Outworx Group and MPP.
Mr. Dowd is the President and Chief Executive Officer of Fairfield-Maxwell Ltd. (“Fairfield”), and serves on its Board of Directors. Mr. Dowd is also a director of Magseis-Fairfield ASA (OB: MSEIS) and a Trustee of the Financial Accounting Foundation, where he currently Chairs the Appointments Committee. Prior to joining Fairfield, Mr. Dowd had more than twenty-five years of experience in private equity, including serving as the Managing Partner of Charter Oak Capital Partners. He has served on the Boards of Directors of numerous private and public companies, including Hostess Brands, Inc. and Future Pipe Industries in Dubai, a global leader in fiberglass pipe systems. During the Financial Crisis, Mr. Dowd was the Chief of Staff for Paul Volcker, the Chairman of the President’s Economic Recovery Advisory Board.
Mr. Dowd is a former U.S. Army Officer and earned a B.S. from the United States Military Academy and an M.B.A. from the Wharton School of the University of Pennsylvania.
IT Services
Kurt Dunteman
Executive Partner, IT Services
Kurt Dunteman is an Executive Partner focused on the IT Services vertical for Mill Point Capital. Mr. Dunteman currently serves on the board of Proficium.
Mr. Dunteman is a senior executive with over 27 years of experience in driving growth and executing strategic visions in the optics and cabling solutions industry. Mr. Dunteman co-founded optical networking providers U.S. Critical and Approved Networks in 2002 and 2010, respectively, where he served as Chief Executive Officer of both businesses until both were acquired in 2020 by Champion ONE. Post-acquisition, Mr. Dunteman served as Chief Revenue Officer of Champion ONE, a provider of optical networking components to customers in the telecommunications, cable, data center and enterprise industries, until Approved Networks, Champion ONE and U.S. Critical (“C1 Brands”) were acquired by Legrand in December 2020.
Mr. Dunteman earned a B.F.A. in Design and Visual Communications from the School of the Art Institute of Chicago.
Business Services
John Harris
Executive Partner, Business Services
John Harris is an Executive Partner focused on the Business Services vertical for Mill Point Capital. Mr. Harris currently serves on the board of iQor.
Mr. Harris is an experienced executive in the Information Technology and Business Process Outsourcing industry with a broad base of functional experience in sales, marketing, corporate strategy, business process outsourcing and global workforce management. Mr. Harris has extensive international experience having worked in Europe, the Middle East, Asia and Latin America. He previously served as the President and Chief Executive Officer of eTelecare Global Solutions, a $300 million private equity-backed Business Process Outsourcing company delivering technical support, sales and customer care services to the Fortune 1000 market with locations in the Philippines, South Africa, Nicaragua and the United States. Mr. Harris led the company’s IPO, privatization and ultimate merger in 2009 that created a $1 billion BPO services company. Prior to eTelecare, Mr. Harris served as Chief Executive Officer of Seven Worldwide Inc., a $400 million private equity backed Marketing Services BPO Company with operations in North America and the United Kingdom. Earlier in his career, Mr. Harris spent 25 years with Electronic Data Systems (“EDS”), during which he held a variety of executive leadership positions including Group Executive and President of EDS’ four strategic business units serving the telecommunications and media industries in 22 countries worldwide. Mr. Harris was a significant contributor to the growth of the company as it scaled from $100 million dollars in revenue to approximately $21 billion during his tenure. Mr. Harris currently serves on the Board of Directors of The Hackett Group, Everservice and Vivakor. Mr. Harris has extensive public company board experience through prior service on the Board of Directors of Premier Global Services, Cap Rock Communications, Genuity, Ventiv Health, Service Source Startek, Sizmek, and Applied Graphic Technologies.
Mr. Harris earned a B.B.A and an M.B.A. from the University of West Georgia and serves on the Board of Advisors to the Richards College of Business.
Industrials
Kim Korth
Executive Partner, Industrials
Kim Korth is an Executive Partner focused on the Industrials vertical for Mill Point Capital. Ms. Korth currently serves as the Executive Chairwoman of Koozie Group and on the board of AeriTek.
Ms. Korth is a seasoned executive with over 30 years of experience running a diverse set of manufacturing and industrial companies. Previously, Ms. Korth served as Chief Executive Officer and President of Techniplas LLC, a privately held group of plastics-focused manufacturing businesses, and Supreme Corporation (NYSE: STS), a manufacturer of commercial trucks and buses. She was the founder and Chief Executive Officer of IRN, Inc., a boutique consulting firm focused on the automotive supplier community. She has served on a variety of corporate boards (5 public companies and 12 private companies) over the course of her career, including Burke E. Porter Machinery Company, Shape Corporation, Autocam and Unwired Technology. She currently serves on the Board of Directors of Stoneridge Inc. and Engauge Workforce Solutions.
Ms. Korth earned a B.A. from Western Michigan University and an M.I.M. from the American Graduate School of International Management (Thunderbird).
IT Services
Jeffrey Leventhal
Executive Partner, IT Services
Jeffrey Leventhal is an Executive Partner focused on the IT Services vertical for Mill Point Capital. Mr. Leventhal currently serves as the Executive Chairman of ServicePoint.
Mr. Leventhal has over 30 years of investing and operational experience in enterprise SaaS, marketplaces and future of work investments. Mr. Leventhal has led software and marketplace companies from idea through exit, driving the vision, product, team, financing, acquisitions and exit strategies. Most recently, Mr. Leventhal founded S12F, a technology focused investment firm. Previously he founded WorkRails, Work Market, OnForce, LANSafe Network Services, Remote Lojix and Spinback. Many of Mr. Leventhal’s early ventures, including Remote Lojix, OnForce and Work Market, centered around building software platforms to support IT logistics, IT field service delivery and labor marketplaces. Throughout his career, Mr. Leventhal has been an investor, advisor and consultant to technology companies. He has personally invested in over 60 companies and has taken board and advisory roles and is an active LP at several investment firms. He has also consulted with Fortune 1000 businesses advising on divestitures, strategy and business planning.
Business Services
Jenni Main
Executive Partner, Business Services
Jenni Main is an Executive Partner focused on the Business Services vertical for Mill Point Capital. Ms. Main previously served on the boards of DLT Solutions, Avenu Insights & Analytics (Board Observer) and Prime Pensions prior to Mill Point’s exits.
Ms. Main is the Chief Operating Officer and Chief Financial Officer at AmalgamRx, a healthcare technology company. Prior to that, Ms. Main served as the Chief Operating Officer at the Centers for Medicare and Medicaid Services. Ms. Main was also a Managing Director and the Chief Financial Officer and Chief Operating Officer of Millstein & Co. L.P., a corporate and restructuring advisory firm. During her career, Ms. Main has served in Chief Financial Officer positions across a diverse range of organizations, including Oakleaf Waste Management, the Office of Financial Stability within the U.S. Department of the Treasury and the U.S. Small Business Administration. In her role at the U.S. Department of the Treasury, Ms. Main was responsible for the design, development and successful implementation of all areas of budget and financial management for the $700 billion Troubled Assets Relief Program (“TARP”). Ms. Main was a co-founder of two start-up financial services businesses and was a senior manager at KPMG Consulting. Ms. Main’s leadership in financial management has earned her numerous awards. In 2010, she was a “Service to America” Medals Finalist and won the Association of Government Accountants National Achievement of the Year Award. She also received a 2009 U.S. Treasury Distinguished Service Award and a 2008 U.S. Presidential Distinguished Rank Award.
Ms. Main earned a B.A., cum laude, from Cornell University, and a Master in Public Policy, with an emphasis in Economics and Finance, from Harvard University.
IT Services
Rick Marcotte
Executive Partner, IT Services
Rick Marcotte is an Executive Partner focused on the IT Services vertical for Mill Point Capital. Mr. Marcotte currently serves on the board of CrashPlan, and previously served on the board of Kemp Technologies prior to Mill Point’s exit.
Mr. Marcotte has over 35 years of experience in business leadership and executive management in IT Services. Mr. Marcotte served as Chairman, President and Chief Executive Officer of DLT Solutions until 2015 and served as a board member until Mill Point’s exit. During his 11-year tenure leading DLT Solutions, Mr. Marcotte spearheaded organic growth initiatives, taking DLT from $250 million in Revenue in 2004 to $1 billion in 2015. Prior to DLT Solutions, Mr. Marcotte spent 14 years with Invensys plc (Powerware Corporation) in several senior management positions and 5 years with Northern Telecom in finance/accounting roles. In addition, Mr. Marcotte served on the public sector advisory board and partner advisory council for Oracle, Symantec, VERITAS, Red Hat, Quest Software, The Channel Company and Autodesk.
Mr. Marcotte earned an Honours Bachelor of Commerce and an M.B.A. from The University of Windsor (Canada).
IT Services
Sharon Matthews
Executive Partner, IT Services
Sharon Matthews is an Executive Partner focused on the IT Services vertical for Mill Point Capital. Ms. Matthews currently serves on the board of CrashPlan, and previously served as the Vice Chairwoman of Avenu Insights & Analytics prior to Mill Point’s exit.
Ms. Matthews has served as the Chief Executive Officer, President and a member of the Board of Directors of eLynx, Ltd., a leading provider of secure electronic document communications services for the financial services industry. Ms. Matthews has also held senior executive roles at Solectron Corporation (“Solectron”), UCMS Inc. (“UCMS”), Unisys Corporation (“Unisys”) and Wang Laboratories, Inc. (“Wang Laboratories”). While at Solectron, she first re-engineered multiple sales organizations into a cohesive unit and then applied those principles to successfully run a profitable $1.7 billion business unit based on large corporate accounts in the Computer Sector at Solectron. Before Solectron, Ms. Matthews was the Chief Executive Officer of UCMS, a customer relationship management outsourcing business with operations in the United States and Australia. Previously, she was the Partner at Unisys where she ran the Australian Postal Authority business. During her five-year tenure, she substantially grew annual revenues and profitability. Prior to Unisys, she spent ten years at Wang Laboratories working in various marketing and product planning and management roles based both in Australia and at the world headquarters in the United States. Ms. Matthews was also previously a member of the Advisory Board of the non-profit City Year San Jose/Silicon Valley from 2004 to 2022, including eight years in the role of Chair. Her primary focus in this national organization was raising funds to promote programs in inner city schools to ensure at-risk children graduate high school. In addition, for three years she served as the Vice Chair of the board of the Road Scholar, a national non-profit focused on lifelong learning, during a six-year term, and remains a friend of the board.
Ms. Matthews earned a B.S. in Economics and Politics from Monash University in Melbourne, Australia and is a graduate of the Executive Management Program at Columbia University.
Business Services
John Meyer
Executive Partner, Business Services
John Meyer is an Executive Partner focused on the Business Services vertical for Mill Point Capital. Mr. Meyer currently serves on the board of iQor.
Mr. Meyer has over 40 years of leadership experience with large publicly traded organizations and building high growth organizations in both the United States and internationally. Mr. Meyer was the Executive Chairman of Arise Virtual Solutions Inc., a leading virtual Work at Home solutions company, until its sale to Warburg Pincus in December 2019. Mr. Meyer joined Arise as Chief Executive Officer in 2011 to drive the organization’s growth, set the strategic vision and manage the global operations of the business. In 2013, he was selected as Mid-Market CEO of the year by CEO Connections. Prior to joining Arise in 2011, Mr. Meyer served as Chief Executive Officer and President of Acxiom Corporation, a $1.1 billion global interactive marketing services company with more than 6,500 employees. Previously, Mr. Meyer served as President of the Global Services group of Alcatel-Lucent for five years, where he was responsible for more than $6 billion in annual revenue and the management of more than 20,000 people. Prior to joining Lucent, Mr. Meyer spent almost 20 years in a number of high-profile positions at EDS, including Chairman of the Europe, Middle East and Africa (EMEA) Operating Team, President of Diversified Financial Services and Credit Services Divisions and CIO for the company’s GMAC business. Mr. Meyer’s global, multi-industry experience at EDS was marked by numerous successes, including doubling revenue in the EMEA region from $3.6 billion to $7.2 billion in four years. Mr. Meyer is currently a member of the Board of Directors of Surface BIO, and previously served on the Board of Directors of Arise Virtual Solutions, Acxiom, Service Source, Tait International and Optiva. Before entering the business world, Mr. Meyer served as an ICBM flight commander and was selected as a captain in the U.S. Air Force.
Mr. Meyer earned a B.S. in Management from Penn State University and an M.B.A. from the University of Missouri-Columbia.
IT Services
Roman Pacewicz
Executive Partner, IT Services
Roman Pacewicz is an Executive Partner focused on the IT Services vertical for Mill Point Capital. Mr. Pacewicz currently serves on the boards of Proficium and SS8.
Mr. Pacewicz has over 30 years of experience in Telecommunications, Data Center and Information Technology industries. Mr. Pacewicz is the former Chief Product Officer at AT&T where he was responsible for a $35BN revenue segment which served more than 3 million business customers across the globe. Over his career he has developed successful multi-billion dollar platforms in networking, computing and IOT (Internet of Things). Mr. Pacewicz led the development of AT&T’s global data center business which was divested to Evoque Data Center Solutions in 2018. He is currently focused on meeting AI driven data center demand and is engaged in the development of over 4 GW of data center capacity across the United States. Mr. Pacewicz currently serves as the Chairman of the Board for privacy company Lokker and as an advisor to Spinlaunch, Syntropy and Monogato.
Mr. Pacewicz earned a B.S. in Electrical Engineering from Rutgers University and an M.B.A. from the Wharton School of Business, University of Pennsylvania.
IT Services
Michael Perdue
Executive Partner, IT Services
Michael Perdue is an Executive Partner focused on the IT Services vertical for Mill Point Capital. Mr. Perdue currently serves as the Executive Chairman of Verinext and Pythian.
Mr. Perdue has over 25 years of investing and operational experience in the technology distribution, Cloud, Managed Services and IT services spaces. Mr. Perdue served as the Chief Executive Officer of The Signature Group (“TSG”), where he previously held a number of other executive positions, including Chief Operating Officer and Executive Vice President. Under Mr. Perdue’s leadership, TSG expanded its operations internationally and developed diverse business units focused on the implementation and ongoing managed services of technology solutions in several market sectors, including commercial, enterprise, telecommunications, federal and state government, higher education and the association/non-profit market verticals. Prior to TSG, Mr. Perdue was a Vice President for Citicorp Global Information Network, where he was responsible for the evaluation and certification of technologies for Citicorp’s global network infrastructure encompassing approximately 95,000 users located in over 100 countries. Prior to Citicorp, he held various positions including Vice President of Operations, Director of Operations and Director of Technical Services for UniNet, Inc., a regional systems integration firm. Mr. Perdue has served in the U.S. Navy where he was responsible for the selection and implementation of new technologies to streamline and enhance communications throughout the Atlantic Nuclear Submarine Fleet.
Mr. Perdue completed the Navy’s Advanced Electronics program, electrical engineering program at Georgia Military College and Georgia Institute of Technology and the Special Executive Program at Massachusetts Institute of Technology Sloan School of Management. He is also a certified instructor in Technology and Complex Business Negotiations at Harvard Law School.
Industrials / Business Services
Jim Schubauer
Executive Partner, Industrials / Business Services
Jim Schubauer is an Executive Partner focused on the Industrials and Business Services verticals for Mill Point Capital. Mr. Schubauer currently serves as the Executive Chairman and Chief Executive Officer of GlacierPoint Enterprises and on the boards of Outworx Group and Seviroli.
Mr. Schubauer is a senior operating executive with over 37 years of corporate management and oversight, merger and acquisition and board-level leadership experience in an array of industrial and business services companies. Most recently, Mr. Schubauer served as the Director of Commercialization for a large research and development facility funded by various public entities as well as one of the world’s leading scientific research universities. Prior thereto, Mr. Schubauer served as the President and Chief Executive Officer of one of the world’s largest specialty food distribution companies. As retained by the Board of Directors, Mr. Schubauer successfully professionalized a family-owned business by expanding and refining overall operations, initiating a global amplification of the operating footprint, enhancing financial performance and creating a more efficient sales team and targeted marketing strategy. In addition, Mr. Schubauer was formerly a board member (often serving as Chairman) of multiple private and public companies, including: Confluence Watersports, Kenexa, Xenoport, QPass, Advanced Interactive Systems, Aurora Flight Sciences, Applied Discovery and Matcom. Mr. Schubauer began his career at Morgan Stanley as a member of the Financial Institutions Group in their Mergers & Acquisitions Department in New York, and subsequently with Credit Suisse First Boston in their Financial Services M&A Group in London and New York.
Mr. Schubauer earned a B.S. in Applied Economics and Business Administration from Cornell University and an M.B.A. from INSEAD in Fontainebleau, France.
Industrials
Justin Smith
Executive Partner, Industrials
Justin Smith is an Executive Partner focused on the Industrials vertical for Mill Point Capital. Mr. Smith currently serves as the Executive Chairman and Chief Executive Officer of Voltaris, Executive Chairman of CREO Group (including as its former Interim Chief Executive Officer), Vice Chairman of AeriTek, and previously served as the Chief Executive Officer of Spire Power Solutions prior to Mill Point’s exit.
Mr. Smith was with Spire Power Solutions since 2017 and was appointed Chief Executive Officer in 2019 when Spire Power Solutions acquired Power Partners LLC where he previously served as President. Mr. Smith has a proven track record of driving growth, profitability, operational improvement and building high performance teams in various industries in both the public and private equity space. Prior to Spire Power Solutions, Mr. Smith served as General Manager at Catalent Inc., based at the company’s headquarters in New Jersey. Previously, Mr. Smith held various roles at Nexeo Solutions (now part of Univar Solutions) and Honeywell International.
Mr. Smith earned a B.S. in Industrial Engineering from Purdue University.
Industrials
Chuck Spears
Executive Partner, Industrials
Chuck Spears is an Executive Partner focused on the Industrials vertical for Mill Point Capital. Mr. Spears previously served as the Executive Chairman of KKSP Precision Machining and on the boards of Spire Power Solutions and International Designs Group prior to Mill Point’s exits. In addition, Mr. Spears previously served on the board of MPP (including as its former Executive Chairman).
From 2007 to 2014, Mr. Spears served as President of Liebert Corporation (“Liebert”), a $1.2 billion subsidiary of Emerson Electric Co. providing electric infrastructure components for data centers. Mr. Spears was responsible for all marketing, sales, manufacturing and global product development. In addition, he planned and executed the business unit strategy and developed future management talent. During his seven years as President, Mr. Spears was involved in acquiring the Avocent Corporation, a $1.2 billion deal in 2009, and Aperture Corporation in 2008. Prior to joining Liebert, Mr. Spears spent four years as President of Emerson Climate Technologies – Europe based in Germany. He has 29 years of experience in the air conditioning and refrigeration industry. Mr. Spears served in various management positions with Emerson’s Copeland Corporation culminating with his promotion to President of Copeland – Asia where he oversaw the opening of a state-of-the-art R&D center in Suzhou, China and manufacturing plants in both China and Thailand. In addition, Mr. Spears led the effort to acquire Kirloskar- Copeland, based in Pune, India, and previously served on its Board of Directors.
Mr. Spears earned a B.S. in Business Accounting from Indiana University, and was a licensed CPA in the State of Indiana.
Business Services
Bruce Zwicker
Executive Partner, Business Services
Bruce Zwicker is an Executive Partner focused on the Business Services vertical for Mill Point Capital. Mr. Zwicker previously served as the Executive Vice Chairman of International Designs Group prior to Mill Point’s exit.
Mr. Zwicker has over 20 years of executive and operational experience in the floor covering & distribution space, specifically growing public and private/family-held businesses. Mr. Zwicker previously served as Interim CEO for Virginia Tile, a distributor of ceramic tile and related products. Mr. Zwicker also served as CEO of JJ Haines, the largest floor covering distribution company in the United States, from 2005 to 2017. In addition, Mr. Zwicker previously served as Senior Vice President of the Global Coatings Division for Millennium Chemicals, where he led a $700 million manufacturing division with ten plants spanning four continents. Mr. Zwicker previously served on the boards of Virginia Tile, Avalon Flooring, JACS Mobile Technology Solutions and JJ Haines.
Mr. Zwicker earned a B.A. from Fairfield University and an M.B.A. from the University of New Haven.
Functional Experts
Head of Functional Experts
Jim Gregory
Functional Expert, Head of Functional Experts & Strategy
Jim Gregory leads Mill Point Capital’s Functional Expert strategy and team.
Mr. Gregory is a highly accomplished leader, operating executive, and private equity investor. His experience includes roles as CEO, CFO, and Board positions in a variety of industries including automotive repair, business services, consumer retail, food, hospitality, and industrial manufacturing. Most recently, Mr. Gregory served as President & CEO of AAMCO. AAMCO is the nation’s leading complex automotive repair specialist with a national footprint that includes over 500 retail locations. Under Mr. Gregory’s leadership, AAMCO experienced transformative organic growth and two successful exits. Prior to AAMCO, Mr. Gregory spent over ten years at American Capital, a private equity and alternative asset company with $19 billion AUM where he was a principal investor and served on the Board of Directors for companies in the consumer services, automotive, hospitality, and manufacturing sectors.
Mr. Gregory earned a B.S. in Math and Economics magna cum laude from Davidson College.
Technology / CTO
Adam Baumgardner
Functional Expert, Technology / CTO
Adam Baumgardner is a Functional Expert focused on technology and business intelligence for Mill Point Capital’s portfolio companies.
Mr. Baumgardner is an information technology leader with over 25 years of executive experience. His experience includes numerous system implementations, business intelligence and information solutions, IT product development and management, and leading software development teams. Adam served as CIO for AAMCO, the nation’s leading complex automotive repair specialist with over 500 retail locations. Prior to AAMCO, Adam led product management and analytics for ConnectivRx, a private equity backed software and systems integrator specializing in co-pay solutions for medical providers and pharmaceutical companies.
Mr. Baumgardner earned a B.S. in Finance from King’s College and an M.S. in Information Science from Penn State.
Operations
Tim Davis
Functional Expert, Operations
Tim Davis is a Functional Expert focused on operations for Mill Point Capital’s portfolio companies.
Mr. Davis is a seasoned Operations leader with experience in process development, implementation, team building, and project management. Mr. Davis served as an Operations Director at AAMCO. Prior to AAMCO, Mr. Davis spent 17 years in the Marine Corps Special Operations Command (MARSOC), where he gained extensive tactical, operational, and leadership experience. He created and mentored cross-functional teams capable of operating independently in politically sensitive and hostile environments. Mr. Davis also served as a Counter Terrorism advisor to the US Country Team in the Philippines and as the Chief Advisor to the largest and most decorated Philippine Infantry Division.
Mr. Davis earned a B.A. from American Military University.
Sales & Marketing
Amy Drew
Functional Expert, Sales & Marketing
Amy Drew is a Functional Expert focused on marketing and sales for Mill Point Capital’s portfolio companies.
Ms. Drew is a highly accomplished marketing professional with a strong focus on leadership, technology, and innovation. Her extensive experience spans multiple industries and includes go-to-market strategy, brand development, marketing automation, account-based marketing (ABM), AI-enabled marketing technology, and comprehensive digital marketing strategy development and execution. Most recently, Ms. Drew served as CMO at AAMCO, the nation’s leading complex automotive repair specialist. Prior to AAMCO, Ms. Drew led Global Demand Generation for Optiv Inc., a multi-billion-dollar cybersecurity integrator backed by KKR, and served in a variety of strategic marketing leadership roles at BBVA-USA, a top 25 US bank before its acquisition by PNC for $11.6 billion.
Ms. Drew earned a B.S. in Business Administration from Samford University.
Finance
Tom Klink
Functional Expert, Finance
Tom Klink is a Functional Expert focused on financial management and operations for Mill Point Capital’s portfolio companies.
Mr. Klink served as the Chief Financial Officer of Spire Power Solutions. Prior to Mill Point’s exit. Mr. Klink served as Chief Financial Officer of Spire Power Solutions since Mill Point’s initial acquisition of Pioneer Transformers in August 2019, continuing his involvement that began in May 1994 with Jefferson Electric, one of the brand names utilized by Spire Power Solutions. Mr. Klink served in various positions at Jefferson Electric, including Chief Executive Officer, Chief Financial Officer, Vice President, Treasurer, Secretary and Chairperson of the Board of Directors. Mr. Klink’s initial involvement with Jefferson Electric was as a division Controller when MagneTek, a company listed on NASDAQ, owned Jefferson Electric. In addition, Mr. Klink previously served as a Controller for U.S. Music Corporation, a manufacturer of musical instruments, and as a Controller for Krier Foods, Inc, a manufacturer of canned vegetables, fruit juices and carbonated soda. Mr. Klink started his career as a CPA at Meier, Clancy, George and Company.
Mr. Smith earned a B.B.A. in Accounting from the University of Wisconsin –Milwaukee.
Operations
Joe Lurz
Functional Expert, Operations
Joe Lurz is a Functional Expert focused on operations and sales for Mill Point Capital’s portfolio companies.
Mr. Lurz is a proven leader with over 20 years of demonstrated success recruiting, organizing, and leading small, medium, and large teams in the most challenging and complex situations. Most recently, Mr. Lurz led AAMCO’s corporate retail store operations division. Before entering the private sector, Mr. Lurz served in the US Military in elite forces, including both U.S. Special Operations Command (SOCOM) and the Marine Corps Special Operations Command (MARSOC). Over two decades, he managed teams of up to 3,100 Marines, demonstrating outstanding leadership capabilities. Mr. Lurz developed strategic plans, executed combat missions, and navigated politically sensitive environments. Mr. Lurz has been recognized for his extraordinary achievements, earning him numerous prestigious awards such as Special Operator of the Year, the Silver Star Medal, and the Purple Heart.
Mr. Lurz earned a B.S. in Organizational Leadership from the University of Charleston.
Operations
Jake Miller
Functional Expert, Operations
Jake Miller is a Functional Expert focused on operations for Mill Point Capital’s portfolio companies.
Prior to transitioning to private industry, Mr. Miller served 26 years in the U.S. Army in elite units across the globe. Mr. Miller commanded aviation units, from small teams to a 2,500-person brigade, during combat tours and other deployments in Iraq, Kuwait, Kosovo, Afghanistan and other critical regions. As Deputy Commanding Officer for Fort Eustis, Mr. Miller directed the onboarding, training, and management of 150,000 soldiers annually. Prior to his role at Fort Eustis, Mr. Miller oversaw diverse teams in demanding and diplomatically complex global settings for more than two decades. Mr. Miller’s notable awards include the Legion of Merit (two awards), Bronze Star Medal (two awards), Defense Meritorious Service Medal, Meritorious Service Medal (six awards), Air Medal (two awards) and Army Commendation Medal (two awards).
Mr. Miller earned a B.S. with honors from the United States Military Academy, an M.B.A. from Stanford Graduate School of Business and a master’s degree in Strategic Studies from the U.S. Army War College.
Operations
Zach Peters
Functional Expert, Operations
Zach Peters is a Functional Expert focused on operations and sales for Mill Point Capital’s portfolio companies.
Mr. Peters is a highly accomplished executive leader who excels in driving operational excellence, building and leading teams, and thriving in demanding environments. His extensive experience across different industries and military operations underscores his exceptional leadership abilities and commitment to achieving outstanding results. Mr. Peters previously served as COO for AAMCO, the nation’s leading complex automotive repair specialist with over 500 retail locations. Prior to AAMCO, Mr. he led international operations and human resources teams and initiatives at Kattera, a technology driven, vertically integrated construction company. Prior to Kattera, Mr. Peters served for nearly 20 years in the U.S. Marine Corps Special Operations Command (“MARSOC”). During his tenure in MARSOC, Mr. Peters led teams in the most challenging and politically sensitive environments around the world. Throughout his career, he held various critical roles such as Team Chief, Operations Chief, and Recon Team Leader. As a founding member of MARSOC, Mr. Peters played an instrumental role in establishing the command and its operational capabilities. He also served as a key liaison with other elite Special Forces teams, including Navy SEALs, Army Rangers, and Delta Force.
Mr. Peters earned a B.A. in International Relations and Diplomacy from New England College.
Operations
Jay Root
Functional Expert, Operations
Jay Root is a Functional Expert focused on operations for Mill Point Capital’s portfolio companies.
Mr. Root specializes in driving transformational growth and improving operational efficiencies across lower-middle market companies by mobilizing teams and leading people. Prior to entering the private sector, Mr. Root served in the U.S. Military for 34 years in elite forces, including serving as the Senior Enlisted Leader (SEL) for both U.S. Special Operations Command (SOCOM) South and NATO Special Operations Command. As SEL, Mr. Root was responsible for leading teams in challenging environments around the world for over two decades. Mr. Root’s decorations include Legion of Merit Medal, Bronze Star w/Combat “V” Medal (two awards), Purple Heart, Meritorious Service (two awards), Navy and Marine Corps Commendation Medal, Navy and Marine Corps Achievement Medal (Combat V) and the Combat Action Ribbon (two awards).
Finance
Mary Shetzline
Functional Expert, Finance
Mary Shetzline is a Functional Expert focused on financial management and operations for Mill Point Capital’s portfolio companies.
Ms. Shetzline is seasoned finance and accounting executive with private equity, public company, and Big 4 public accounting experience. Her extensive leadership experience includes organizational design, financial and business intelligence reporting, ERP and POS implementations, and multiple successful exits to private equity and strategic buyers. Ms. Shetzline previously served as CFO of AAMCO, the nation’s leading complex automotive repair specialist with over 500 retail locations. She also held SEC and public company reporting roles at Globus Medical and audit at EY.
Ms. Shetzline earned a B.S. in Finance and an M.S. in Accounting summa cum laude from Notre Dame.
Human Capital
Mae Trieu
Functional Expert, Human Capital
Mae Trieu is a Functional Expert focused on human capital for Mill Point Capital’s portfolio companies.
Ms. Trieu’s leadership in marketing has earned her several awards including Time Consumer Marketing Achievement Award: Cancel/Save Program Rollout (2004) and Time Consumer Marketing Achievement Award: Development of the Fundraising Channel (2001). Mr. Trieu is an HR leader with a strong track record of demonstrated success. Her experience includes leading multi-platform consumer strategy for iconic media brands such as People, Sports Illustrated, InStyle, and Fortune. Ms. Trieu has also leveraged her marketing expertise in HR to develop teams, culture, recruiting platforms, and leadership development programs. Most recently, Ms. Trieu led HR at AAMCO, the nation’s leading complex automotive repair specialist with over 500 retail locations. Prior to AAMCO, Ms. Trieu held leadership positions in recruiting and marketing at the University of Pennsylvania.
Ms. Trieu earned a B.A. from the University of Pennsylvania and an M.B.A. from Columbia Business School.
Note: Executive Partners and Functional Experts are advisors to Mill Point and portfolio companies of Mill Point, and are neither employees nor affiliates of Mill Point entities.