David is a member of the Investment Committee and leads the Portfolio Operations Group where he focuses on driving value creation across the firm’s portfolio companies.
Prior Experience:
- SWI Group, President & CEO
- H.I.G. Capital, Operating Partner
- Arise Virtual Solutions, CFO
- DS Waters, SVP
- Bain & Company, Strategy Consultant
- Proctor & Gamble, Assistant Brand Manager
- Arthur Anderson, Auditor
Education:
- Harvard Business School, MBA
- Miami University of Ohio, BS
John is a member of the Investment Committee and is responsible for all key aspects of the investment process including sourcing, transaction execution and portfolio company oversight. In addition, John takes the lead in investor relations and setting the overall strategic direction for the firm.
Prior Experience:
- Comvest Partners, Partner
- H.I.G. Capital, Investment Professional
- Bain & Company, Strategy Consultant
- Alex. Brown & Sons, Investment Banking Analyst
Education:
- Wharton School of the University of Pennsylvania, MBA
- Stanford University, BA in Economics
Chris is a member of the Investment Committee and is responsible for all key aspects of the investment process including sourcing, transaction execution and portfolio company oversight. In addition, Chris oversees the Business Development aspects of the firm.
Prior Experience:
- H.I.G. Capital, Managing Director
- Spire Capital Partners, Principal
- Salomon Smith Barney, Financial Analyst
Education:
- Columbia University – Columbia Business School, MBA
- Columbia University, BA in Economics
Andrew is a member of the Investment Committee and is responsible for all key aspects of the investment process including sourcing, transaction execution and portfolio company oversight. In addition, Andrew leads the investment team, including oversight of hiring, training, and developing the members on the investment team.
Prior Experience:
- Cerberus Capital, Vice President
- Comvest Partners, Associate
- Morgan Joseph, Investment Banking Analyst
Education:
- Emory University, BBA in Finance & Economics
Russell is a member of the Investment Committee and is responsible for all key aspects of the investment process including sourcing, transaction execution and portfolio company oversight. In addition, Russell leads the investment team, including oversight of hiring, training, and developing the members on the investment team.
Prior Experience:
- Monitor Deloitte, Strategy Consultant
Education:
- Wharton School of the University of Pennsylvania, MBA
- Georgetown University, BS in Marketing & Accounting
Lee is a member of the Investment Committee and is responsible for all key aspects of the investment process including sourcing, transaction execution and portfolio company oversight.
Prior Experience:
- Comvest Partners, Partner
- Harbert Management Corporation, Director of Private Equity
- Bain & Company, Strategy Consultant
- Procter & Gamble, Manager
Education:
- Havard Business School, MBA
- Georgia Institute of Technology, BS in Mechanical Engineering
Suzanne is responsible for financial modeling, market analysis, due diligence and monitoring of portfolio companies.
Prior Experience:
- Digital Alpha, Senior Associate
- FFL Partners, Senior Associate
- Genstar Capital, Associate
- J.P. Morgan, Investment Banking Analyst
Education:
- Massachusetts Institute of Technology, BS in Management
Matt is responsible for financial modeling, market analysis, due diligence and monitoring of portfolio companies.
Prior Experience:
- Southern Glazer’s Wine & Spirits, Strategy Director
- White Elm Capital, Managing Director
- Tourbillon Capital Partners, Director
- Lazard Frères & Co., Investment Banking Associate
- United States Marine Corps, Captain
Education:
- Wharton School of the University of Pennsylvania, MBA
- Brown University, BS in Applied Mathematics & Economics
Ben is responsible for financial modeling, market analysis, due diligence and monitoring of portfolio companies.
Prior Experience:
- Wells Fargo, Investment Banking Analyst
Education:
- University of Kentucky, BA Economics, BBA Finance
Matt is responsible for financial modeling, market analysis, due diligence and monitoring of portfolio companies.
Prior Experience:
- Monitor Deloitte, Strategy Consultant
- Kiodex, Senior Client Advisor
Education:
- University of Chicago Booth School of Business, MBA
- Villanova University, BBA in Finance & Economics
- CFA Charterholder
Brandon is responsible for financial modeling, market analysis, due diligence, and monitoring of portfolio companies.
Prior Experience:
- Monitor Deloitte, Strategy Consultant
- CloudKitchens, New Product Launch
Education:
- University of Chicago Booth School of Business, MBA
- Pennsylvania State University, BS in Finance
Dan is responsible for financial modeling, market analysis, due diligence and monitoring of portfolio companies.
Prior Experience:
- Province, Restructuring Associate
- Houlihan Lokey, Investment Banking Analyst
Education:
- Vanderbilt University, BA in Economics
Danny is responsible for sourcing, evaluating, executing and monitoring investments for Hidden Harbor.
Prior Experience:
- Calixto Global Investors, Partner and Sector Head
- Citadel, Investment Analyst
- Balyasny, Investment Analyst
- Bass Brothers Taylor (BBT) Capital Management Advisors, Senior Investment Analyst
- Morgan Stanley, Equity Research Senior Associate
Education:
- Emory University, BBA in Finance & Accounting
Rob is responsible for financial modeling, market analysis, due diligence and monitoring of portfolio companies.
Prior Experience:
- UBS Securities, Investment Banking Analyst
Education:
- Florida International University, BA Economics, BBA Finance
Kevin is responsible for financial modeling, market analysis, due diligence and monitoring of portfolio companies.
Prior Experience:
- Wells Fargo, Investment Banking Analyst
Education:
- Florida State University, BA Finance
Alex is responsible for financial modeling, market analysis, due diligence and monitoring of portfolio companies.
Prior Experience:
- Wells Fargo Securities, Investment Banking Analyst
Education:
- University of Miami, BBA Finance
Melissa is responsible for financial modeling, market analysis, due diligence and monitoring of portfolio companies.
Prior Experience:
- Atlantic Street Capital, Private Equity Associate
- Jefferies, Investment Banking Analyst
Education:
- University of Florida, MSF
- University of Florida, BSBA Finance
June is responsible for financial modeling, market analysis, due diligence and monitoring of portfolio companies.
Prior Experience:
- Clearsight Advisors, Investment Banking Analyst
Education:
- University of Pennsylvania, BA in Philosophy Politics & Economics”
Jacob is responsible for supporting and working across Hidden Harbor’s Business Development, Portfolio Operations, and Deal Teams.
Education:
- Florida Atlantic University, BA Mathematics
Armando is responsible for supporting and working across Hidden Harbor’s Portfolio Operations and Deal Teams.
Prior Experience:
- Cross Keys Capital, Investment Banking Analyst
- Antarctica Advisors, Investment Banking Analyst
Education:
- Manhattan College, BS Finance
- St. Thomas University, MBA Finance
- University of Miami, MS Finance
As head of business development, Tucker oversees all aspects of the group’s efforts including intermediary coverage, proprietary & add-on sourcing, marketing, and relationship management.
Prior Experience:
- PNC Riverarch Capital, Director, Business Development
- Curve Asset Management, Founding Team
- BNY Mellon/Dreyfus, Institutional Sales
Education:
- Fordham University, BA in International Political Economy
Allison is responsible for identifying, originating and qualifying new investment opportunities. In addition, Allison leads all marketing efforts, managing the firm’s presence on LinkedIn and driving its overall marketing strategy.
Prior Experience:
- Brilliant, Senior Business Development Manager
Education:
- Florida Atlantic University, BBA Hospitality Management
Parker is responsible for identifying, originating and qualifying new investment opportunities.
Education:
- Rutgers University
Connor is responsible for identifying, originating and qualifying new investment opportunities.
Education:
- Florida Atlantic University, BA Finance
Cameron is responsible for identifying, originating and qualifying new investment opportunities.
Education:
- Florida Atlantic University, BA Finance
Jorge is responsible for identifying, originating and qualifying new investment opportunities.
Education:
- Lynn University, BA International Business Management
Tim is responsible for the firm’s accounting, tax, financial reporting and compliance matters.
Prior Experience:
- Greenstreet Partners, Controller
- Enterprise Rent-A-Car, Accounting Manager
- Rubin Brown, Auditor
Education:
- Saint Louis University, BSBA Accounting
- Licensed as a CPA in the state of Vermont
Andres assists in the firm’s accounting, tax, financial reporting and compliance matters.
Prior Experience:
- Berkowitz Pollack Brant Advisors + CPAs, Audit Senior Manager
Education:
- Florida International University, Master of Accounting
- St. Thomas University, BS in Accounting
- Licensed as a CPA in the state of Florida
Darlene is responsible for administrative support at the firm.
Prior Experience:
- WGI, Executive Assistant
- Comvest Partners, Executive Assistant
- Capula Investment Management, Executive Assistant
- UBS, Executive Assistant
Heath is responsible for leading value creation initiatives across the firm’s portfolio companies.
Prior Experience:
- Sunrise Transportation, CEO
- Stella Environmental, CEO
- Republic Services, SVP, AVP
Education:
- The Ohio State University, BA
Matt is responsible for leading value creation initiatives across the firm’s portfolio companies.
Prior Experience:
- Monitor Deloitte, Associate Partner
Education:
- Columbia University – Columbia Business School, MBA
- Pennsylvania State University, BS Economics
Ryan is responsible for leading value creation initiatives across the firm’s portfolio companies.
Prior Experience:
- Z Capital Group, Private Equity Operating Partner
- CohnReznick, Transaction Advisory
Education:
- Muhlenberg College, BA Accounting & Finance
Bill is responsible for leading value creation initiatives across the firm’s portfolio companies.
Prior Experience:
- Food Service Holdings, CEO
- IDEX Corporation, Group President
- Dow Chemical, Business Director
Education:
- Harvard – Harvard Business School, MBA
- University of Michigan, MSE Industrial & Operations Engineering; BSE Industrial & Operations Engineering
Eaman is responsible for leading value creation initiatives across the firm’s portfolio companies.
Prior Experience:
- CobaltGo, President
- Kinderhook Industries, Associate
- Barclays Capital, Investment Banking Analyst
Education:
- Northwestern University, BS Biomedical Engineering
Kevin is responsible for leading value creation initiatives across the firm’s portfolio companies.
Prior Experience:
- Strategy&, PwC Advisory / PRTM, Director
- United Technologies Fire & Security, Manager
- Carrier, Manager
- US Army, Infantry Captain
Education:
- Massachusetts Institute of Technology – Sloan, MBA
- Massachusetts Institute of Technology, MS Environmental Engineering
- United States Military Academy, BS Environmental Engineering
Louis is responsible for leading value creation initiatives across the firm’s portfolio companies.
Prior Experience:
- RSM US, Management Consulting, Director
Education:
- University of Massachusetts, BBA in Operations Management
Charles is responsible for leading value creation initiatives across the firm’s portfolio companies
Prior experience:
- GCG, Vice President & Head of M&A Integrations
- EY-Parthenon, Director
Education:
- Miami University of Ohio, BS in Finance & Marketing
Justin is responsible for leading value creation initiatives across the firm’s portfolio companies.
Prior Experience:
- AlixPartners, Senior Vice President
- Monomoy Capital Partners, Associate
- KPMG, Associate
Education:
- Massachusetts Institute of Technology – MAS Supply Chain
- University of Kentucky – BS Accounting and Finance
Mary Anne is responsible for driving value creation and financial initiatives across the firm’s portfolio companies.
Prior Experience
- Dealer Services Network – CFO
- Aria Care Partners – CFO
- Sonas Home Health Care – CFO
- Inactive CPA in the state of New York
Education
- Pace University, BBA in Public Accounting
Vijay assists in driving value creation and financial initiatives across the firm’s portfolio companies.
Prior Experience:
- Delta Apparel, Manager FP&A
- World Fuel, Finance Associate
- Office Depot, Senior Analyst
Education:
- The Tuck School at Dartmouth, MBA
- Pennsylvania State University, BS Industrial Engineering
Steve is responsible for driving value creation and financial initiatives across the firm’s portfolio companies.
Prior Experience
- CrossCountry Consulting, Private Equity – Associate Director
- CohnReznick, Transaction Advisory – Manager
- Licensed as a CPA in the state of New Jersey
Education:
- Marist College, BS Accounting
Ryan assists in driving value creation and financial initiatives across the firm’s portfolio companies.
Prior Experience:
- Grant Thornton, Strategy & Transactions – Manager
- Grant Thornton, Audit – Senior Associate
Education:
- University of Central Florida Dixon School of Accounting, MSA
- University of Central Florida, BS in Accounting
- Licensed as a CPA in the state of Florida
Parth assists in driving value creation and financial initiatives across the firm’s portfolio companies.
Prior Experience:
- RSM US, Financial and Management Consulting – Manager
- KPMG, Deal Advisory – Senior Associate
Education:
- Pennsylvania State University, Master of Accounting
- Pennsylvania State University, BS in Finance & Accounting
- Licensed as a CPA in the state of New York
Ann is responsible for leading talent value creation initiatives across both the firm and its portfolio companies.
Prior Experience:
- Heidrick & Struggles, Engagement Manager
- DHR International, Senior Associate
- Ferguson Partners, Senior Associate
Education:
- Indiana University, BA History
Amy is responsible for leading talent assessment and development across both the firm and its portfolio companies.
Prior Experience:
- ghSMART, Principal
- Boston Consulting Group, Principal
Education:
- Kellogg School of Management, MBA
- Duke University, BS in Economics & Public Policy,
Susan is responsible for assisting in talent acquisition initiatives across both the firm and its portfolio companies.
Education:
- Lynn University, MPA
Lynn University, BA Political Science
Jon is responsible for the firm’s legal matters and provides comprehensive legal oversight to the firm’s portfolio companies.
Prior Experience:
- Lilium Aviation, Deputy General Counsel
- KLX Energy Services, General Counsel, Chief Compliance Officer & Secretary
- KLX Inc., Corporate Counsel – M&A
- ExamWorks, Assistant General Counsel – Corporate
- White & Case LLP, Associate
Education:
- University of Florida Levin College of Law, J.D.
- University of Florida, Master of Accounting
- University of Florida, BS in Accounting
Andrew provides comprehensive legal oversight to the firm’s portfolio companies.
Prior Experience:
- Lilium Aviation, Deputy General Counsel
- Lehman Dealership Enterprises, Chief Legal and Compliance Officer
- The Boeing Company, Senior Counsel
- KLX Inc., Senior Director, Global Compliance and Corporate Counsel
- Levine Kellogg Lehman Schneider + Grossman LLP, Associate
Education:
- University of Florida Levin College of Law, J.D.
- University of Florida, BS in Business Administration (Management)
Said is responsible for advancing technology across the firm’s portfolio companies.
Prior Experience:
- Z Capital Group, CIO and Operating Partner
- Coach USA, Inc., CIO
- Central National-Gottesman, Inc., Director IT
Education:
- Kean University, BS Business Administration & Management
Ken is responsible for leading value creation initiatives across the firm’s portfolio companies with a specific focus on safety, manufacturing, and continuous process improvement.
Prior Experience:
- Armacell
- Armstrong World Industries
- Crown Cork and Seal
- Metal Container Corporation / Anheuser-Busch
- Exedy America / Daikin Drivetrain
- Alcoa
Education:
- University of Phoenix, MBA
- University of Phoenix, BS Business Management
Bill Carter is an Executive Partner at Hidden Harbor. In this role, Mr. Carter works hand in hand with the investment team and is responsible for sourcing, evaluating, and operating niche market leading businesses in the business services and industrial sectors. Bill has over twenty-seven years of experience in growth strategy, transformations, performance improvement, post-merger integrations, and leadership development across a variety of industrial, distribution, automotive and retail industries.
Bill has served as the Chief Administrative Officer at Victra (a private equity-backed independent Verizon Wireless retailer), held various senior roles at Advance Auto Parts, and spent twelve years in the Atlanta office of Bain & Company, Inc, where he served as a partner.
Bill started his career serving as a surface warfare officer in the United States Navy on the newly commissioned USS LABOON (DDG 58). After his naval service, Bill earned an MBA from the Darden Graduate School of Business at the University of Virginia where he received the William Michael Shermet Award and was Samuel Forrest Hyde Fellowship recipient. Bill is a 1993 graduate of Duke University where he received a BA in Economics.
Phil Cushman is an Executive Partner at Hidden Harbor. In this role, Mr. Cushman works hand in hand with the investment team and is responsible for sourcing, evaluating, and operating niche market leading businesses in the manufacturing, industrial and automotive sectors. Phil has over thirty years of experience in corporate management, operations, lean manufacturing, product innovation, project management, turn-arounds, strategic planning, mergers/acquisitions, sales and leadership development across a variety of automotive manufacturing, and distribution industries.
Phil served as President at Neapco (formerly New England Auto Products Company a privately held automotive supplier for both automotive Tier 1 and aftermarket), and held several C-level positions at the CURT Group (a private equity backed company in the automotive aftermarket). In addition, Phil has served in several senior level positions at large OEM automotive suppliers – Benteler, Valeo, Visteon and ITT Automotive. Phil is consistently recognized as a visionary leader that successfully inspires teams to profitable growth, innovations and margin improvements.
Phil earned a BS in Mechanical Engineering from the University of Michigan and a MS in Administration from Central Michigan University. Phil also completed leadership training at INSEAD in Foutainebleau, France and at IESE Business School at the University of Navarra in Barcelona, Spain.
William (Bill) R. Fisher Jr. is an Executive Partner at Hidden Harbor. In this role, Mr. Fisher works with Hidden Harbor’s investment team to source and evaluate niche market leading businesses in the specialty chemicals and materials sectors. Bill has over twenty-five years of experience and a strong track record of driving growth and operational excellence in manufacturing, supply chain, capital planning and execution, sales, marketing, and human resources. Having worked in automotive, chemicals, electronics, fibers, polymers, he brings a broad view of business applications and is a strong driver of productivity. Bill is a global results-oriented operations leader with experience growing and maximizing businesses.
Mr. Fisher is currently the President of Consulting LLC, advising chemicals and materials businesses on operational excellence. Also, Mr. Fisher is the former Vice President, Integrated Operations at DuPont Performance Materials, where he spent 27 years in various roles. In addition, Mr. Fisher currently serves on the Board of Directors for the Kentucky Derby Festival (previously serving on the Executive Board of Directors). He serves on the Industry Advisory Board for Prairie View A&M University Electrical Engineering Department and is a member of the Executive Leadership Council (ELC). Mr. Fisher has a BS in Electrical Engineering from Prairie View A&M University.
Mike is an Executive Partner for Hidden Harbor. In this role, Mr. Huycke works hand in hand with the investment team and is responsible for sourcing, evaluating, and operating niche market leading businesses in the business services and industrial sectors. Mike has over twenty-five years of experience as an operating executive driving operational efficiency and profitable growth in environmental and industrial services businesses.
Prior to joining Hidden Harbor, Mike served as Area President for Republic Services, a Fortune 300 Company and leading solid waste and recycling services provider in the US. In this role, Mike was responsible for all aspects of a $900M P&L including overall market and growth strategy, capital deployment, asset utilization, operations, safety, regulatory compliance, labor relations, and customer and employee experience. Mike was consistently recognized for driving revenue growth, operational efficiency and expanded operating margins while he successfully secured or renewed over 30 contracts totaling $100M per year. Mike later served as Republic Services’ Senior Vice President of HR leading the Company’s strategic talent functions including HR operations, talent acquisition, organizational development, diversity and inclusion, training and learning solutions. Mike brings diverse leadership experience in both operations and human resources to create a competitive advantage for Hidden Harbor.
Mike holds a B.S. in Business from Willamette University and completed the Advanced Human Resource Executive Program at the Ross Business School at the University of Michigan.
Scott is an Executive Partner at Hidden Harbor. He has held senior marketing, business development, and sales positions at a variety of VC and PE-backed companies, including Position2, Dropbox, and RAMP. He has consulted with numerous growth-stage services companies throughout his career. His recent work includes implementing AI-assisted technologies for various Go-To-Market (GTM) use cases, developing Sales & Marketing SOPs, designing ROI analysis tools for conversational AI clients, and enhancing business development processes for expanding proprietary deal flow networks.
Throughout his career, Scott has helped commercialize a variety of Go-To-Market technologies, including behavioral targeting, interactive video, conversational AI, dynamic publishing, enterprise file management, and enterprise search. This experience grounds his advisory work in practical solutions that positively impact marketing and sales performance goals. Scott earned an M.B.A. in Finance and Entrepreneurial Management from The Wharton School of the University of Pennsylvania and a B.S. in Food Science from Cornell University.
Charlie is a member of the Portfolio Operations group where he focuses on driving value creation across the firm’s portfolio companies.
Prior Experience:
- Whirlpool Corporation: Director of Operations
- Parker Hannifin Corporation: Value Stream Manager
Education:
- East Carolina University, MBA
- Bowling Green State University, BSBA
Steve is an Executive Partner for Hidden Harbor. In this role, he works with the Operations Team to improve the supply chain and operational performance of its portfolio companies and assist in the due diligence of new investments. Steve has over 30 years of experience in a variety of supply chain roles and in a variety of locations in the US and abroad.
Prior to joining Hidden Harbor, Steve served in a variety of jobs in supply chain and process improvement at Eastman Kodak Company, Chevron and Goodyear Tire and Rubber. In his last role at Kodak, Steve served as the Asia Pacific Director of Supply Chain and Asean Operations Manager responsible for all aspects of the supply chain and infrastructure operations, located in Singapore. He did process improvement work with Chevron, and at Goodyear was the Director of Supply Chain for Asean and later the Director of Supply Process Improvements for Asia Pacific. Steve oversaw infrastructure and process development, including development of offshoring operations in Manila, to support Asia Pacific supply chain operations.
Steve holds a B.S. in Management Science from the State University of New York at Geneseo with additional management training at Penn State University and INSEAD (Singapore).
Martin Reidy is an Executive Partner with Hidden Harbor Capital Partners; working with the group to identify and evaluate potential investment opportunities. His primary focus is in the digital marketing services and media space; offering both operating and financial advice throughout the deal and integration processes.
Martin has significant experience as both an operator and a strategic advisor to leading Fortune 500 companies and private equity groups. He started his career at Bain & Company (a leading strategy consulting firm); rising to the level of partner. He later moved onto EMI Music/Capitol Records as Senior Vice President; overseeing Global Strategy & Acquisitions. For the past 25 years, Martin has distinguished himself as a digital marketing industry veteran; leading various interactive businesses in the role of CEO. Most recently, he ran Ansira (a major digital marketing agency) along with KRG Capital Partners; successfully increasing profitability and selling the business to another investment group. In addition to Ansira, Martin served as CEO for other award-winning interactive companies, including Publicis/Digitas/Modem and R/GA.
Martin received his MBA from The Wharton School, University of Pennsylvania (graduating Beta Gamma Sigma (Highest Honors)) and his Bachelor of Science degree from the University of California at Berkeley, School of Business.
Randy is an Executive Partner at Hidden Harbor. Randy has over 30 years’ experience in the volume vehicle aftermarket.
Prior to joining Hidden Harbor, Randy was President of Cottman Transmission and Total Auto Care.
Prior to Cottman, Randy served as CEO of Thorson Tools; Vice President, General Manager of Shell Lubricants Accessories division of Shell Oil, and as Senior Vice President of NAPA Auto Parts (GPC).
Randy is a standing member of the International Trade Committee and past Chairman of Market Intelligence of the Auto Care Association.
Randy holds a B.S. in Business Management from Missouri State University and an MBA from Rockhurst University.