Investment Team

Tom began his career in private equity investing when he joined Charterhouse Group in 1983. Since that time, he has been involved with all aspects of the firm's business including being responsible for sourcing and managing some of the firm's largest and most successful investments including Charter Communications, Cross Country Healthcare and AAT Communications.

Tom became Charterhouse's Managing Partner in 2001 and is responsible for the continual refinement and execution of the firm's Entrepreneur partnership model.

Prior to joining Charterhouse, Tom was a Certified Public Accountant at the predecessor firm to PriceWaterhouseCoopers LLP. Tom holds an M.B.A. and a B.S. in Accounting from Fordham University

Bill joined Charterhouse Group in 2003 after a 20 year career with UK-based Hanson PLC and its affiliates.

Bill was most recently the Chairman and CEO of Millennium Chemicals Inc., a NYSE-listed, diversified chemical company that had been a spin-off from Hanson PLC. He had previously served as the President of Hanson's $8.5 billion U.S. operations as well as the Finance Director (CFO equivalent) of Hanson PLC, the $18.5 billion parent entity. Bill managed and was actively involved in Hanson's substantial volume of mergers and acquisition activity across a variety of industries and transaction types.

Bill began his career (with Tom Dircks) as a Certified Public Accountant at the predecessor firm to PriceWaterhouseCoopers LLP. He graduated from the University of Notre Dame with a B.B.A. in Accounting.

David joined Charterhouse Group in 1985. He is responsible for overseeing the firm's overall business development activities, which includes cultivating relationships with prospective and existing Charterhouse Entrepreneurs as well as managing relationships with conventional and alternative deal sources, lenders and other service providers.

During his early tenure at Charterhouse, he was involved in sourcing, evaluating and executing platform and add-on investments across various industries. In 1994, David left the firm to start Hoffman & Company, a private equity investment firm that concentrated its principal activities in the lower end of the middle-market within the consumer sector. Previously, he also served as Principal and Director of Business Development of Odyssey Partners, L.P.

David holds an M.B.A. from Columbia University and a B.A. from Bucknell University.

Jay joined Charterhouse Group in 1994. He focuses primarily on sourcing, evaluating and executing new platform investments along with monitoring portfolio company activities within the Business Services sector.

During his tenure at the firm, he has invested in a broad range of service businesses including logistics, waste services, information technology services, specialty distribution and contract manufacturing. His previous portfolio investments have included MP TotalCare, Harvard Custom Manufacturing, Intertek Testing Services, AAT Communications and Cablemaxx.

Prior to Charterhouse Group, Jay was a Senior Analyst in the Financial Consulting Advisory Group of Arthur Andersen where he focused on bankruptcies, turnarounds and corporate finance engagements. He was also previously employed at Bankers Trust Company.

He holds an M.B.A. from New York University, Leonard N. Stern School of Business and a B.A. from the State University of New York at Binghamton.

Taylor joined Charterhouse Group in 1998. During his tenure at the firm, he has invested in a broad range of businesses including healthcare services, specialty distribution and consumer goods. Since 2001, Taylor's primary focus has been on the evaluation and execution of platform and add-on investments and on monitoring portfolio company activities, all within the Healthcare Services sector.

Prior to joining Charterhouse, he was employed in the Investment Banking Division of Morgan Stanley & Co. where he concentrated on mergers and acquisitions and corporate finance transactions across a wide array of industries.

Taylor received his M.B.A. from the Darden Graduate School of Business Administration and his B.A. from the University of Virginia.

Joe joined Charterhouse Group in 1997. During his tenure at the firm, he has invested in a broad range of businesses including consumer products, telecommunications, paper manufacturing, trucking and logistics. Since 2001, Joe's primary focus has been on the evaluation and execution of platform and add-on investments and on monitoring portfolio company activities, all within the Consumer Products & Services sector.

Prior to joining Charterhouse, he was employed in the Investment Banking Division of UBS, where he concentrated on mergers and acquisitions and corporate finance transactions.

Joe holds an M.B.A. from Columbia University and a B.S. in Finance from the University of Colorado - Boulder.

Christian joined Charterhouse in 2001. He is primarily involved in evaluating investment opportunities and executing platform and add-on transactions in the Healthcare Services and Business Services areas. Additionally, Christian actively oversees several of the Charterhouse portfolio companies.

He was previously employed in the Financial Entrepreneurs Group at Salomon Brothers and its successor firm. During his investment banking tenure, he was involved in the execution of leveraged buyouts, leveraged recapitalizations and equity transactions on behalf of numerous financial sponsors.

Christian holds an M.B.A. from Harvard Business School and a B.A. from the University of Pennsylvania.

Jen joined Charterhouse in 2002. She is primarily involved in evaluating investment opportunities and executing platform and add-on transactions in the Business Services and Consumer Products & Serivces areas. Additionally, Jen is actively involved in overseeing several of the Charterhouse portfolio companies.

She was previously employed at The Cypress Group L.L.C. and in the Investment Banking group of BT Alex. Brown.

She holds an M.B.A. from Harvard Business School and a B.A. from Harvard University.

Rob joined Charterhouse in 2008. He is primarily involved in evaluating investment opportunities and executing platform and add-on transactions in both the Consumer Products & Services and Healthcare Services areas. Additionally, Rob is actively involved in overseeing several of the Charterhouse portfolio companies.

Prior to joining the firm, Rob was a Senior Associate at North Castle Partners (NCP), a private equity firm focused on consumer investments. During his four years at NCP, he originated, executed and monitored investments in the fitness, consumer health and personal care sectors. Previously, he served in the Leveraged Finance Group of J.P. Morgan Securities.

He holds a B.A. in Economics from Vanderbilt University.

Todd joined Charterhouse in 2008. He is actively involved in executing platform and add-on transactions across the firm's three focus sectors.

Before joining Charterhouse, Todd was an Associate at Brera Capital Partners. He was also previously employed at The NorthBridge Group, a consulting firm, and in the Investment Banking Division of Lehman Brothers, where he concentrated on mergers and acquisitions.

Todd holds an M.B.A. from Harvard Business School and a B.B.A. in Finance and Accounting from the Goizueta Business School at Emory University.

Nishant joined Charterhouse in 2006. He is actively involved in executing platform and add-on transactions across the firm's three focus sectors.

Previously, he was employed at UBS as an Investment Banking Analyst. Prior to that, Nishant was an Analyst at Robert W. Baird & Company.

He has a B.S. in Business Administration from the Walter A. Haas School of Business at The University of California, Berkeley.

Gerik became an advisor to Charterhouse in 2007. He primarily focuses on the firm's business development activities in the Western U.S., which includes cultivating relationships with conventional and alternative deal sources, management teams and service providers.

Prior to his involvement with Charterhouse, Gerik founded and managed Synergem Venture Group and Cimarron Equity Partners, LLC, private equity and investment banking consulting firms. Previously, he worked with a division of Citicorp concentrating on mergers and acquisitions for privately-held companies with enterprise values ranging from $20 million to $75 million.

Gerik holds a B.A. in Pre-Medicine and Psychology from the University of Colorado at Boulder, is a CFA Charterholder, a member of both the CFA Institute and the Orange County Society of Investment Managers and is active in the Association for Corporate Growth in Orange County.