Thoughtful Capital Transformative Growth Enduring Value

George is a co-founder and a managing partner at Capstreet and is a member of the firm’s investment committee. George currently serves on the boards of Allied Reliability, Allredi, APG, General LED, Onpoint, and Thorpe Plant Maintenance & Engineering, and, previously, numerous investments in a variety of industries. Prior to founding Capstreet, George was a senior vice president with Duncan Cook & Co., a Houston-based private equity firm and Rotan Mosle, a Houston-based investment banking firm. George serves on several philanthropic boards including The Chinati Foundation, The Menil Foundation, The Museum of Fine Arts, Houston, and The Philadelphia Museum of Art. George obtained a Bachelor of Arts degree in Economics from Union College and a Master of Business Administration degree from the Tuck School of Business at Dartmouth College.

Neil is a managing partner at Capstreet and is a member of Capstreet’s investment committee. Neil currently serves on the boards of HungerRush, Incentive Solutions, Ontellus, PCS Software, Surgical Notes, The Colt Group, Trade Pending, and, previously, Griffin Switch and Data Facilities Company (NASDAQ: SDXC), symplr, Worldwise, and Warren Alloy. Prior to Capstreet, Neil was a vice president at Wells Fargo Securities (fka First Union / Bowles Hollowell Conner) and also an associate at JP Morgan Chase (fka Chemical Securities) working in both New York City and Sydney, Australia. Neil serves on the Houston Advisory Board for CareerSpring. He has also served as president of the Houston Private Equity Association and as a board member for the ACG Houston Chapter. Neil received a Bachelor of Business Administration degree from Texas A&M University, where he was a member of the Men’s Swimming Team. He also holds a Master of Business Administration degree from the S.C. Johnson College of Business at Cornell University.

Paul is a partner at Capstreet and is a member of the firm’s investment committee. Paul currently serves on the boards of Allredi, APG, Onpoint, The Colt Group, and Thorpe Plant Maintenance & Engineering. Previously, Paul was on the boards of several Capstreet portfolio companies including Distribution International, Eads Distribution, GHX, and Sprint Industrial. Prior to joining Capstreet, Paul was at Credit Suisse in New York in the Global Energy Group where he worked with energy clients on various types of M&A and financing transactions. He obtained his Bachelor of Arts degree in Economics from the University of Texas at Austin.

Adrian is a partner at Capstreet and is a member of the firm’s investment committee. He currently serves on the boards of Allied Reliability, CBC, General LED, HungerRush, TradePending, Win-911, and, previously, Griffin, symplr, and Trinity. Prior to joining Capstreet, Adrian was with JP Morgan Chase in the Energy Corporate Banking and Commercial Lending groups. Adrian serves as an advisor for CareerSpring and, previously, served as president of the Houston Private Equity Association and participated in the Rice University College Associate Program. He obtained a Bachelor of Arts degree in Economics and History from Rice University.

Charlotte is the vice president, administration at Capstreet. Prior to joining Capstreet, Charlotte was chief of internal operations at Daily Thermetrics, an entrepreneur-owned business specializing in high performance temperature instrumentation for the refining and petrochemical industries, where she was responsible for all human resources, finance and legal activities. Previously, Charlotte held roles at Citibank, First City National Bank, and other entrepreneur-owned businesses. Charlotte earned a Bachelor of Arts degree in Political Science and Mathematics from Wellesley College, a Master of Arts degree in International Economics from Johns Hopkins University, and a Master of Business Administration degree from The Wharton School at the University of Pennsylvania.

Mary Anne is the chief financial officer, chief compliance officer and a member of the firm’s investment committee. Prior to joining Capstreet, Mary Anne was the regional director of operations and human resources for Grant Thornton where she served as a business partner across all service offerings focused on budgeting and monitoring of business operations, resource planning, technology, performance management, development and enhancements of policies, and leadership development. She previously spent 14 years at Arthur Andersen where she held a variety of roles in audit, financial operations, risk management and human resources. Mary Anne received a Bachelor of Business Administration degree in Accounting from Lamar University and is a Certified Public Accountant in the state of Texas and a member of the AICPA.

Rushana is a vice president, investor relations at Capstreet. Prior to joining Capstreet, she was an investor relations senior associate at Quantum Energy Partners, where she was responsible for limited partner due diligence, fund administration, financial reporting, and internal operations. Previously, Rushana was with KPMG LLP’s Economic and Valuation Services Group. She holds a Bachelor of Administration degree from the University of Houston and a Master of Business Administration degree from the Jones Graduate School of Business at Rice University.

Cathy is chief revenue operations officer with Capstreet’s Operating Executive Group. She works with the investment team and portfolio companies on sales strategy and revenue optimization. With over 20 years of consulting and executive level sales and marketing experience, she was most recently with Pivot3, a privately held company, as vice president of global sales operations. Her prior tenures include executive level positions at Cisco, Polycom, Epicor and multiple start-ups. Cathy’s areas of expertise include sales and go-to-market planning, operational excellence, pipeline development, sales incentive design, forecast methodology, CRM optimization, systems integration, training and enablement, and data analytics. She holds a Bachelor of Science degree in Management and Marketing, along with a Master of Business Administration degree from Kansas State University, where she also served as a management advisory board member for the University’s College of Business.

Nico is a vice president at Capstreet and currently sits on the board of WIN-911. Prior to joining Capstreet, Nico was an analyst at McNair Interests, where he was responsible for evaluating private equity and venture capital investments. Previously, Nico worked at GulfStar Group where he was responsible for advising on M&A transactions. Nico serves as an advisor for CareerSpring. Nico holds a Bachelor Arts degree in Economics from Vanderbilt University and a Master of Business Administration degree from the University of Texas at Austin.

Kevin is a principal at Capstreet and a member of the firm’s investment committee. Kevin currently serves on the boards of HungerRush, Incentive Solutions, PCS Software and Surgical Notes. Prior to joining Capstreet, Kevin worked with the private equity firm Brentwood Associates and in the investment banking division of Morgan Stanley. Kevin holds a Bachelor of Business Administration degree from the University of Notre Dame with majors in Finance and Philosophy. Kevin also holds a Master of Business Administration degree from the McCombs School of Business at the University of Texas at Austin.

Walker is the senior vice president, portfolio operations in Capstreet’s Operating Executive Group. Walker currently serves on the boards of CBC, General LED and Surgical Notes. Previously, Walker was on the boards of Griffin and Trinity. Prior to joining Capstreet, Walker worked in corporate finance and operations for National Oilwell Varco’s Downhole Tool division, where he was responsible for managing capital expenditures, tracking fixed assets, and integrating acquisitions. Walker serves as a board member for the Houston Private Equity Association and as an advisor for CareerSpring. Walker holds a Bachelor of Science degree in Human and Organizational Development from Vanderbilt University and a Master of Business Administration degree from The Wharton School at the University of Pennsylvania.

Michelle is a principal at Capstreet and a member of the firm’s investment committee. Michelle currently sits on the board of Hardwoods Distribution Inc. (TSX: HDI) where she serves as the Chair of the Nominating/Compensation & Governance Committee and sits on the Audit Committee. Previously, Michelle served on the board of Energy Tubular. Prior to joining Capstreet, Michelle was the chief strategy officer at DistributionNOW (NYSE: DNOW)], where she was responsible for strategy, corporate development and investor relations. Prior to DNOW, she was the senior vice president of Strategy, M&A and Shared Services for the Distribution and Transmission segment of National Oilwell Varco (NYSE: NOV). Prior to that role she served in various roles in corporate development for the Distribution & Transmission segment. Before NOV, Michelle spent several years in various management and interim management roles in consulting and restructuring in the public and private sectors where she worked across industries from energy to healthcare and public education. Michelle serves on the Board of the Girl Scouts of San Jacinto Council, where she sits on the Board Development Committee. She also serves on the Houston Advisory Council for GenerationServe. Michelle holds a Bachelor of Fine Arts degree from The University of Texas and a Master of Business Administration degree from the Jones Graduate School of Business at Rice University.

Rick is chief executive officer at Capstreet’s Operating Executive Group. Rick and his team collaborate with the investment team and portfolio companies to accelerate the value creation process, using our CapValue^TM Framework. He also serves as an advisor during the evaluation and diligence process of new investment opportunities. Rick currently serves on the boards of CBC, HungerRush, Incentive Solutions, TradePending, Win-911, and, previously, Ontellus. Rick most recently served as the chief executive officer of symplr, where he led the company’s rapid growth from a niche software provider to a leading Software-as-a-Service platform for Healthcare Operations. Previously, Rick was the founder and chief executive officer of Idera, a systems management software provider. In addition, Rick has held multiple executive positions in marketing, product management and services. Rick served as a mentor for several startup accelerators, and as a board member and trustee of the Grissom Air Museum. He is also a recipient of the Ernst and Young Entrepreneur of the Year award.

Chas is a vice president at Capstreet. Chas serves on the boards of Allredi, The Colt Group, Thorpe Plant Maintenance & Engineering and TradePending. Prior to joining Capstreet, Chas was an associate at Barclays, where he was responsible for providing strategic advice to clients and executing M&A transactions. Previously, Chas worked at BBVA where he was responsible for evaluating alternative investments. Chas serves as an advisor for CareerSpring. Chas holds a Bachelor of Business Administration degree in Finance and Entrepreneurial Management from Texas Christian University and a Master of Business Administration degree from the Tuck School of Business at Dartmouth College.

Wayne is the chief technology officer in Capstreet’s Operating Executive Group. Before joining Capstreet, Wayne was a part of executive leadership team at symplr, a Capstreet III L.P. portfolio company, responsible for product management and product development at different stages of symplr’s growth. Prior to symplr, Wayne worked at a variety of software companies in software engineering, project management, financial, system health and monitoring. Wayne has also served on numerous industry and advisory groups in his over 35 years of commercial software experience as a developer, architect and executive across development, IT and product management groups.

Eric is a principal at Capstreet and member of the firm’s investment committee. Prior to joining Capstreet, Eric was a principal at The Sterling Group where he was responsible for creating and leading the firm’s commercial diligence and strategy group. Previously, Eric was a consultant at Investor Group Services, leading over 100 industry due diligence and strategy consulting engagements for middle market private equity firms. Eric earned a Bachelor of Business Administration degree in Economics and Political Science from Swarthmore College with honors and a Master of Business Administration degree from the Tuck School of Business at Dartmouth College.