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  Team

At A Glance


14 investment professionals

More than 100 years of combined experience investing in leading middle market companies

No team.

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NEWPORT BEACH

Associate
Lawrence Hu

Managing Principal, Founder
Robert (Bob) Bartholomew

Managing Principal
Jeff Miehe

Managing Director
Matt Anderson

Principal
Ryan Pertz

Associate
Brantner Jones

BOSTON

Senior Associate
Anosh Shah

Managing Principal
Costa Littas

Managing Principal
Gregory J. Bondick

Managing Director
Craig S. Majernik

Managing Director
Rob Quandt

Managing Director, Business Development
John Donahue

Vice President
John Stephens

Senior Associate
Peter McGah

Associate
Marcus Colella

OPERATING EXECUTIVE TEAM

Operating Director
Erik Johnson

Operating Director
Brandon Edlefsen

Operating Director
JT Townsend

Strategic Consultant
Paul Miller

Strategic Consultant
Anne De Greef-Safft

Strategic Consultant
Tim Ristoff

Strategic Consultant
Tony Sugalski

FINANCE & MARKETING

Marketing Director
Kerry Muse

CFO & CCO
Jeffrey J. Dunnigan

Portfolio Manager
Connie Choung

Controller
Shannon Moffett