Bio
Credentials
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CFA - Chartered Financial Analyst
CFA InstituteJun, 2008- Apr, 2026
Experience
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Everberg Capital, LLC
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New York City Metropolitan Area
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Partner
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2020 - Present
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New York City Metropolitan Area
Everberg Capital is a structured capital firm focused on investing primarily in the U.S. middle market. We partner with both seasoned family founders / entrepreneurs and innovative financial sponsors to provide bespoke private capital solutions, operational support, and capital markets expertise. Our capital is used not only for growth financing and acquisitions, but also to stabilize companies and to alleviate burdensome capital structures. Everberg targets sponsored and unsponsored transactions with LTM EBITDA in the range of $5 to $30 million and invests $5 million to $50 million per transaction (excluding co-investors).
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Partner
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2018 - Jan 2020
Pine Island Capital Partners (PICP) is a middle-market private equity firm consisting of former partners from Goldman Sachs, senior politicians and governmental officials. We seek to invest in businesses while adding significant value to management teams.
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InVeris Training Solutions
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Suwanee, Georgia, United States
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Board Member
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2020 - 2020
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Suwanee, Georgia, United States
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Macquarie Group
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Greater New York City Area
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Managing Director
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2013 - 2018
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Greater New York City Area
Principal investing and lending inside Corporate and Asset Finance division. Responsible for sourcing, due diligence, execution, and management of debt and equity investments.
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Co-Founder, Private Capital Investing
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2004 - Jan 2013
Special Situations Group, Private Capital Investing. Responsible for sourcing, due diligence, execution, and management of private equity investments.
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ECi Software Solutions
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Dallas-Fort Worth Metroplex
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Board of Directors
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2012 - 2013
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Dallas-Fort Worth Metroplex
Enterprise software solutions for small and medium enterprises.
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Datapipe
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Jersey City, New Jersey, United States
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Board of Directors
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2012 - 2013
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Jersey City, New Jersey, United States
Data center operator and managed services provider.
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Broadway Media
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Salt Lake City, Utah, United States
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Board of Directors
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2009 - 2013
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Salt Lake City, Utah, United States
Radio broadcaster and billboard operator.
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LifeLock
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Scottsdale, Arizona, United States
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Board
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2010 - 2012
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Scottsdale, Arizona, United States
Identity theft protection services.
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Asst Trader
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2004 - 2004
Market maker in crude oil futures.
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Analyst
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2003 - 2003
Sales finance professional responsible for analyzing budget and effectiveness of sales promotions for Tylenol, Motrin, and St. Joseph's brands.
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Education
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Penn State University
BS Honors, Business, Finance -
Schreyer Honors College at Penn State
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