Meet Our Senior Team

Our senior team has extensive experience across investment banking, corporate finance, strategic operations, corporate development, and private equity.

David Cho
Founder & Managing Partner
Chet Kristy
Founder & Vice President
Charlie Penner
Founder & Vice President
Headshot image of team member
David Cho
Managing Partner
Headshot image of team member
Chet Kristy
Partner & Vice President
Headshot image of team member
Charlie Penner
Partner & Vice President
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We've Closed Transactions With

3M
Advent International
Alpine
Amazon
Autodesk
Bain Capital
Bregal Sagemont
Deluxe
Emigrant Capital
Endicott Group
Ever Commerce
FTV Capital
Francisco Partners
Frontier Growth
GSP
Gauge Capital
Gi Partners
Go Guardian
Golden Gate Capital
Grey Lion Capital
Gryphon Investors
Insight Partners
Intel
Investcorp
LLR
Lending Tree
Level Equity
Leyaro
MN Real Estate Software
Marlin Equity Partners
Northwest
Pamlico Capital
Peak Equity
Peakspan
Personify
Power School
Primus
Providence Strategic Growth
Quorum
Renaissance
Ridgemont Equity Partners
Rothchild & Co
Securly
Serent Capital
Silver Lake
Sumeru Equity Partners
Summit Partners
TA Associates
Thompson Street
Tritium Partners
TrustArc
Vector Solutions
Vista
We Video
Xplor
Zynga
3M
Advent International
Alpine
Amazon
Autodesk
Bain Capital
Bregal Sagemont
Deluxe
Emigrant Capital
Endicott Group
Ever Commerce
FTV Capital
Francisco Partners
Frontier Growth
GSP
Gauge Capital
Gi Partners
Go Guardian
Golden Gate Capital
Grey Lion Capital
Gryphon Investors
Insight Partners
Intel
Investcorp
LLR
Lending Tree
Level Equity
Leyaro
MN Real Estate Software
Marlin Equity Partners
Northwest
Pamlico Capital
Peak Equity
Peakspan
Personify
Power School
Primus
Providence Strategic Growth
Quorum
Renaissance
Ridgemont Equity Partners
Rothchild & Co
Securly
Serent Capital
Silver Lake
Sumeru Equity Partners
Summit Partners
TA Associates
Thompson Street
Tritium Partners
TrustArc
Vector Solutions
Vista
We Video
Xplor
Zynga