Experienced. Innovative. Focused. We are Vista.

Greg Myers joined Vista Equity Partners in 2017 and is the Global Head of Capital & Partner Solutions. Mr. Myers is responsible for managing the Capital & Partner Solutions team and leading the firm’s investor development and capital raising activities. Additionally, Mr. Myers serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.

Prior to joining Vista, Mr. Myers worked as Director of Investor Relations, Senior Managing Director and Partner at Eton Park Capital Management. Before his time with Eton Park, Mr. Myers worked at Lazard & Co. in London, United Kingdom, where he was a Managing Director and the Co-founder of the Private Fund Advisory Group, leading the group’s international business efforts. Prior to Lazard & Co., Mr. Myers worked at Merrill Lynch & Co. in New York City in investment banking.

Education

B.B.A. in Finance, College of William & Mary

Julian Bostic joined Vista Equity Partners in 2018. Mr. Bostic is responsible for leading Vista’s Capital & Partner Solutions engagement and development efforts throughout the Midwest and Texas.

Prior to joining Vista, Mr. Bostic worked as a Managing Director and Client Advisor in the Institutional Client Group at Neuberger Berman, where he focused on corporations, public funds, endowments and foundations, and family offices in the Midwest and Texas. Before his time with Neuberger Berman, Mr. Bostic spent 13 years at J.P. Morgan Asset Management, where he served as a Client Advisor in the Institutional Americas Group and as a Portfolio Manager in the Private Equity Group.

Education

B.B.A. in Marketing, Howard University
M.B.A in General Management, Duke University

Rachel Arnold has two decades of experience investing in and scaling growth at top software companies. Ms. Arnold is Co-Head of the Vista Endeavor Funds and serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. She currently sits on the boards of Kazoo, RadarFirst, Tripleseat and Zapproved. She was actively involved in the firm’s investments in AGDATA, Autotask, BigMachines, Bullhorn, Dispatch, Kibo, Lanyon, Lone Wolf, Naviga, PeopleAdmin, Relias Learning, SecureLink and Social Solutions. Rachel works with CEOs and senior management teams of market-leading enterprise software companies to help them accelerate growth and develop more efficient operations.

Before joining Vista Equity Partners in 2012, Ms. Arnold held executive positions at four Vista companies. Her roles included interim CEO at Social Solutions, Senior Vice President of Engineering, Product Management and Marketing at Mitratech, Vice President of Product Management and Strategy at MicroEdge, and running Business Development and Channel Programs at SRC Software. Outside of her Vista tenure, Ms. Arnold served as Strategy Director at Interbrand and as an Equity Research Associate covering enterprise software at Pacific Crest.

Ms. Arnold is passionate about giving back to her community. In 2017, she co-founded the Austin chapter of Friends of the Children, a nonprofit organization focused on breaking the cycle of generational poverty through transformative work with high-risk youth. Ms. Arnold is the Past Chair and current board member for the Friends of the Children Austin chapter, sits on the National Board for Friends of the Children, and also serves as Treasurer and Trustee for The Contemporary Austin.

Education

B.S. in International Business, Linfield College

Alan Cline originally joined Vista Equity Partners in 2001 and has held multiple leadership roles within the company, including Co-Head of the Vista Foundation Fund and Co-Head of the Vista Endeavor Fund. Currently, he is a Senior Advisor to Vista’s Endeavor Fund and he sits on the fund’s Investment Committee. Additionally, Mr. Cline serves as a Senior Advisor to Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and sits on Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.

Prior to co-heading Endeavor, Mr. Cline spent over a decade serving as Co-Head of the Foundation Fund, the firm’s middle-market focused buyout fund. During this time frame, he has led or overseen nearly 100 technology transactions and has been actively involved on the board of over two dozen companies. He currently serves as a board advisor for each of the companies within the Endeavor Fund and serves on the board of Zapproved. Mr. Cline was actively involved in the firm’s investments in Accruent, AGDATA, Allocate, Aspect Communications, Autotask, BigMachines, Bullhorn, Khoros, Kibo, LogicMonitor, Lone Wolf, Main Street Hub, MircoEdge, Mitratech, Naviga, PeopleAdmin, Relias Learning, Social Solutions, SRC Software, Upserve and Zego.

Prior to rejoining Vista in 2008, Mr. Cline worked as a General Partner at Accretive, an innovative venture capital firm focused on high-growth technology-enabled service companies. Before joining Vista in 2001, Mr. Cline co-founded and served as the General Manager of Fandango, an internet-based movie ticketing business. Prior to Fandango, he worked at Goldman, Sachs & Co. in the Mergers & Acquisitions and High Technology groups.

Education

B.S. in Systems Engineering, University of Virginia, with distinction
M.B.A., Stanford University

Michael Fosnaugh joined Vista Equity Partners in 2005. Mr. Fosnaugh is Co-Head of the Flagship Fund and sits on its Investment Committee. Additionally, Mr. Fosnaugh serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Fosnaugh currently sits on the boards of Acquia, Alegeus, Applause, CentralSquare, EAB, Greenway Health, Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF), Mediaocean, Ping Identity (NYSE: PING), PlanSource, SmartBear, Stats Perform and TripleLift. He was actively involved in the firm’s investments in Advicent, Forcepoint, MRI Software, Numerator, SirsiDynix, Sunquest Information Systems, Websense and Zywave. Mr. Fosnaugh is Co-Head of the Chicago office.

Prior to joining Vista, Mr. Fosnaugh worked in the Technology, Media and Telecommunications Group at SG Cowen & Co., where he focused on the software, services and financial technology sectors. While at SG Cowen, Mr. Fosnaugh advised clients on buy-side and sell-side transactions, public and private equity financings, and other strategic advisory initiatives.

Education

A.B. in Economics from Harvard College, cum laude

Monti Saroya joined Vista Equity Partners in 2008. Mr. Saroya is Co-Head of the Vista Flagship Fund and sits on its Investment Committee. Additionally, Mr. Saroya serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. He currently sits on the boards of Advanced, Allvue Systems, Apptio, Cvent, Datto (NYSE: MSP), Finastra, Gainsight, iCIMS, Infoblox, Mindbody, Pipedrive, Pluralsight, PowerSchool (NYSE: PWSC), Solera, TIBCO and Xactly, and is actively involved in the firm’s investments in Jio, Olive and Vivid Seats. Mr. Saroya was also actively involved in the firm’s investments in Marketo, SumTotal, The ACTIVE Network, Turaz, Transfirst and Zywave.

Prior to joining Vista, Mr. Saroya worked as a senior research analyst for JMP Securities, where he provided research for buy-side clients on public on-demand (SaaS) companies. Mr. Saroya previously worked as an associate for the enterprise software/applications team. Before his time with JMP, Mr. Saroya worked for Siebel Systems in a sales capacity for the CRM On Demand division. Prior to Siebel, Mr. Saroya worked for Cisco Systems in various operations roles.

Education

B.S. in Computer Engineering, California Polytechnic State University, magna cum laude

Robert F. Smith is Vista’s Founder, Chairman and CEO. He directs Vista’s investment strategy and decisions, governance and investor relations. Mr. Smith sits on the Investment Committees for Vista’s Flagship, Foundation, Endeavor and Perennial Funds and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Vista currently manages equity assets under management of over $77 billion and oversees a portfolio of more than 70 enterprise software, data and technology-enabled companies that employ over 75,000 people worldwide. Since Vista’s inception, Mr. Smith has supervised over 530 completed transactions representing more than $199 billion in aggregate transaction value.

Read More About Robert F. Smith

Education

B.S. in Chemical Engineering, Cornell University
MBA, Concentration in Finance and Marketing, Columbia Business School

David A. Breach is Vista’s President and Chief Operating Officer. He currently sits on Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm’s Private Equity Management and Vista’s Private Equity Funds’ Investment Committees. Mr. Breach also sits on the boards of Vista portfolio companies Datto (NYSE: MSP), EagleView, Jamf (NASDAQ: JAMF), Mediaocean, Ping Identity (NYSE: PING), Solera and Stats Perform.

Prior to joining Vista in 2014, Mr. Breach worked as a Senior Corporate Partner with the law firm Kirkland & Ellis, where his practice focused on the representation of private equity funds in all aspects of their business. While at Kirkland & Ellis, Mr. Breach was a member of its 15-person global executive management committee and was a founding partner of its San Francisco office. During Mr. Breach’s tenure, Kirkland’s Northern California practice grew to over 250 employees.

Education

B.B.A. in Marketing, Eastern Michigan University
J.D., University of Michigan, magna cum laude, Order of the Coif

Rob Rogers joined Vista Equity Partners in 2002. Mr. Rogers is currently a Senior Advisor to Vista’s Foundation Fund and previously served as Co-Head of the Vista Foundation Fund. Additionally, he sits on the Vista Foundation Funds’ Investment Committee and serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Rogers also sits on the boards of Khoros, Naviga, Social Solutions, and Wolverine Topco and was previously actively involved in Vista’s investments in Accruent, Aderant, Autotask, BigMachines, Bullhorn, Lanyon, MicroEdge, Mitratech, PeopleAdmin, Relias Learning, SumTotal, Surgical Information Systems, Sunquest, Tomia and Ventyx.

Prior to joining Vista, Mr. Rogers served as Director of Finance and Business Development for Integra LifeSciences. Before his time with Integra, Mr. Rogers worked in the Mergers and Acquisitions group of Goldman, Sachs & Co.

Education

A.B. in Public and International Affairs, Woodrow Wilson School, Princeton University
M.B.A., Stanford University

Patrick Severson joined Vista Equity Partners in 2013. Mr. Severson is Co-Head of the Vista Foundation Funds and sits on its Investment Committee. Additionally, Mr. Severson serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Severson currently sits on the boards of AGDATA, Arcos, Four Winds Interactive, Granicus, Kibo, and Sonatype, and works with the firm’s investment in Power Factors and Trintech. He was also actively involved in the firm’s investments in Autotask, PeopleAdmin, Return Path and Wrike.

Prior to joining Vista, Mr. Severson worked as Partner at Warburg Pincus where he spent 12 years investing in and working with software companies at all stages from startup to buyout. Before his time with Warburg Pincus, Mr. Severson worked at Booz-Allen & Hamilton, where he was a Consultant. Prior to Booz-Allen, Mr. Severson worked at Price Waterhouse, where he focused on media and technology industries.

Education

B.S. in Computer Science, Stanford University
M.B.A., Columbia University

Jamie Ford joined Vista in 2000. Mr. Ford helped found and currently manages VPS. In addition, Mr. Ford is a member of the VPS Advisory Board and Vista’s Compliance Committee. Previously, Mr. Ford served as Vista’s Chief Operating Officer and as President of Vista Credit Partners. Mr. Ford was also actively involved in Vista Private Equity Funds’ investments in Accero, Aspect Communications, DealerSocket, Misys, P2 Energy Solutions, TIBCO, Turaz, Websense, Ventyx, SER, SourceNet Solutions, SRC Software and The ACTIVE Network.

Prior to joining Vista, Mr. Ford worked in the Mergers and Acquisitions group of Goldman, Sachs & Co., where he advised clients in a variety of industries, including consumer products, chemicals, energy and power, and media. In addition to his work at Vista, Mr. Ford also serves as a Board member of SquashDrive and of the Boys & Girls Clubs of San Francisco.

Education

B.A. in Economics, Amherst College, magna cum laude

Nadeem Syed joined Vista Equity Partners in 2018 and is currently Head of Value Creation and a member of the private equity Flagship team. Mr. Syed serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Syed currently sits on the boards of Alegeus, Allvue Systems, Apptio, Datto (NYSE: MSP), iCIMS and PlanSource.

Prior to joining Vista, Mr. Syed was CEO of Finastra (formerly Misys), a Vista company and the third- largest financial services software company in the world. Before his time with Finastra, Mr. Syed was COO of SumTotal Systems, a former Vista company, where he led the company’s strategic initiatives overseeing services, support, engineering, product management and cloud operations. Prior to SumTotal Systems, Mr. Syed spent 19 years in multiple senior leadership roles at Oracle.

Education

B.S. in Production Engineering, University of Mumbai (formerly University of Bombay)
M.S., Industrial Engineering, Louisiana State University

Ashish Shah joined Vista Public Strategies in 2014.

Prior to joining Vista, Mr. Shah was the Co-Founder and Portfolio Manager at First Oak Capital Management, a TMT-focused long/short equity hedge fund. Previously, Mr. Shah was a Principal and Portfolio Manager at Seasons Capital Management, a TMT-focused long/short equity hedge fund. Prior to that, Mr. Shah served as an Analyst at Andor Capital Management and Pequot Capital Management, both diversified global hedge funds. Mr. Shah also previously worked as an Analyst in the Technology Investment Banking group at Credit Suisse First Boston.

Education

B.S. in Economics, The Wharton School, University of Pennsylvania

Jeremy Mekdhanasarn joined Vista Public Strategies in 2016.

Prior to joining Vista, Mr. Mekdhanasarn was an Analyst at Criterion Capital Management, a technology, media and telecom focused long/short equity hedge fund, where he covered a variety of industries, with a focus on software and services. Prior to that, Mr. Mekdhanasarn was an analyst at Qatalyst Partners, a technology focused mergers and acquisitions advisory firm.

Education

B.S. in Business Administration, Haas School of Business, University of California, Berkeley

Bill Bindeman joined Vista Public Strategies in 2015. Prior to joining Vista, Mr. Bindeman was the Chief Financial Officer and the Chief Compliance Officer at Union Point Advisors, a technology-focused long/short equity hedge fund.

Prior to joining Union Point Advisors, Mr. Bindeman was the Chief Financial Officer for Cavalry Asset Management, a technology-focused long/short equity hedge fund. In addition, Mr. Bindeman was also the Chief Compliance Officer for approximately five of his 10 years at Cavalry. Prior to joining Cavalry, Mr. Bindeman served as the Manager of Portfolio Operations and Accounting at Bowman Capital, Manager of Portfolio Administration for Bel Air Investment Advisors, Assistant Controller at Strome-Susskind Investment Management and as a Senior Auditor at Coopers & Lybrand, where he was a CPA.

Education

B.A. in Economics, University of California, Los Angeles

Nikki Angione joined Vista Public Strategies in 2021.

Prior to joining Vista, Nikki worked as an investment banking analyst at RBC Capital Markets, where she was responsible for providing M&A advisory and executing capital markets transactions for clients across the media and telecom sectors.

Education

B.S. in Finance, University of Florida
M.S. in Finance, University of Florida

René Yang Stewart joined Vista Equity Partners in 2007. Ms. Stewart is Co-Head of the Vista Endeavor Funds and sits on the Vista Endeavor Funds’ Investment Committee. Additionally, Ms. Stewart serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. She currently sits on the boards of iN2L, Dispatch, Kazoo, RadarFirst, Tripleseat and Zapproved, and was actively involved in the firm’s investments in Accruent, AGDATA, Bullhorn, Lone Wolf and Mitratech.

Prior to joining Vista, Ms. Stewart worked at Yahoo! in the Corporate Finance Group, focusing on mergers and acquisitions, and business development opportunities for the company. Before her time at Yahoo!, Ms. Stewart worked at Lehman Brothers in the Global Technology Group.

Education

B.A. in Economics, Columbia University, magna cum laude

David Flannery joined Vista Credit Partners (“VCP”) in New York in 2018 as its President and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Mr. Flannery reports to Vista’s Founder, Robert F. Smith, and is responsible for setting strategy for VCP, in addition to overseeing all credit transactions.

Before joining Vista, Mr. Flannery was a partner with Blackstone’s GSO Capital. He was Co-Head and Joint Portfolio Manager of the Capital Solutions Funds and a member of the Distressed Credit Investment Committee. Prior to joining GSO, Mr. Flannery was a Portfolio Manager with Anchorage Capital in New York. He focused on illiquid credit investing and was a member of the CLO Investment Committee and Risk Committee. Prior to Anchorage, Mr. Flannery worked at Bank of America Merrill Lynch (“BAML”) where he held several global group head roles, including Chief Risk Officer of Global Banking & Markets and Global Head of Leveraged Finance & Capital Markets. Before joining BAML, Mr. Flannery was the Global Head of Leveraged Finance at Deutsche Bank. He began his career at Bankers Trust Company in 1992 in the high yield bond department.

Mr. Flannery is a board member of Meltwater and a formal board observer of Callisto Media, both portfolio companies of VCP. He serves on the board of Intrensic, a SaaS software company. He also serves on the Board of DREAM, a nonprofit serving youths in New York City.

Education

B.S. in Business Administration, Concentration in Finance, Villanova University

Jim Hickey joined Vista Equity Partners in 2008. Mr. Hickey is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. Additionally, Mr. Hickey serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. He previously was a member of the Vista Flagship Fund and its Investment Committee. Mr. Hickey currently sits on the boards of Accelya, Advicent Solutions and Greenway Health. He was also actively involved with the firm’s investments in Aderant, Aptean, BigMachines, Brainware, Navex, Numerator, SirsiDynix and Zywave.

Prior to joining Vista, Mr. Hickey spent 25 years at William Blair & Company, including 14 years heading up the technology investment banking practice and 11 years as an equity research analyst following the technology sector. Mr. Hickey is also a Chartered Financial Analyst.

Education

B.A. in Economics, Williams College, with honors
M.B.A., Graduate School of Business, University of Chicago

Fareed Adib joined Vista in 2016 and is currently Managing Director of Growth and Minority Strategies, and serves as a member of Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. In his current role, Mr. Adib advises on all growth and minority investing and acts as an operational professional across all Vista funds. Additionally, Mr. Adib works closely with Vista’s Founder, Chairman and CEO, Robert F. Smith, and the Capital and Partner Solutions team on strategic limited partner engagements.

His previous roles at Vista include heading the Product & Technology team and acting as the firm’s first CTO, leading firm and portfolio-wide efforts around diligence, product management, product development, cybersecurity, cloud development and artificial intelligence and machine learning. Mr. Adib also served as Interim President of Vista Consulting Group.

Mr. Adib has more than 20 years of senior technology leadership experience and was named one of “The Smartest People in Tech” by Fortune in 2011. He has a distinguished track record of building diverse, global teams while managing billion-dollar businesses for some of the world’s most impactful and iconic brands, including Google, Softbank, Sprint, Sun and IBM.

Mr. Adib has served on the board of directors for a number of technology companies. He also leads Vista’s partnership with Code.org, a nonprofit dedicated to expanding access to computer science in schools and increasing participation by young women and students from other underrepresented groups.

Education

B.S. Computer Science, University of Missouri
M.B.A., University of Chicago

Rod Aliabadi joined Vista in 2008 and sits on the Vista Flagship Funds’ Investment Committee. Mr. Aliabadi sits on the boards of Acquia, EAB, Integral Ad Science (NASDAQ: IAS), Mediaocean, Ping Identity (NYSE: PING) and Quickbase. He was also involved in Vista’s investments in Aderant, BigMachines, Forcepoint, Mitratech, Numerator, Relias Learning, SirsiDynix, Stats Perform, SumTotal, TIBCO and Websense.

Prior to joining Vista, Mr. Aliabadi worked at the Stanford Genome Technology Center focusing on the development of nanotechnology-driven diagnostics. During his time at Stanford, Mr. Aliabadi became involved with the creation and spin-out of NextBio, a provider of SaaS-based products for integrating corporate and public data from sequencing and microarray technologies (acquired by Illumina in 2013).

Education

B.E. in Biomedical Engineering, Vanderbilt University

Ryan Atlas joined Vista Equity Partners in 2012 and sits on the Vista Foundation Funds’ Investment Committee. Mr. Atlas currently sits on the boards of AlertMedia, Allocate, ESO Solutions, Granicus, LogicMonitor, Menlo Security, Tomia and Tribute Technology. He was formerly on the boards of Return Path and Wrike and was also actively involved in the firm’s investments in Autotask, Bullhorn, Main Street Hub and Relias Learning.

Prior to joining Vista, Mr. Atlas worked at JMI Equity, a growth equity firm with over $6 billion under management. While at JMI, Mr. Atlas focused on growth and buyout investments of software and technology-enabled businesses. Before his time with JMI, Mr. Atlas worked at McKinsey & Company, where he advised clients on both strategy and operations in a variety of industries including private equity, technology and energy.

Education

B.A. in Ethics, Politics, and Economics, Yale University, cum laude

Bret Bolin joined Vista Equity Partners in 2016. Mr. Bolin is currently a member of the private equity Foundation team and serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. He currently sits on the boards of Allocate, Arcos, Four Winds Interactive, Granicus, LogicMonitor, Naviga and Tomia, and is a board observer for Menlo Security. He was actively involved in the firm’s investments in Advanced, PeopleAdmin, RDC, Trintech and Wrike.

Prior to joining Vista, Mr. Bolin was on the boards of Unit 4, KMD and eFront. Prior to this, he was the Executive Chairman and Chief Executive Officer of Misys (now Finastra) from 2012 to 2014, a Vista company, which is a leading provider of banking, capital markets, investment management and risk solutions to financial institutions around the world, based in London. Under his leadership, Misys successfully consolidated the operations of Turaz (formerly Thomson Reuters Treasury and Risk Management Division) and commenced a strong path to industry leading growth and profitability.

Prior to Misys, Mr. Bolin was the President and Chief Executive Officer of P2 Energy Solutions (formerly a Vista company), a provider of upstream oil and gas software and data solutions, Chief Financial Officer of Ventyx (formerly a Vista company), a leading business solution provider to the energy, utilities and telecommunications sectors, and Chief Financial Officer of SourceNet Solutions (formerly a Vista company), a provider of comprehensive business process outsourcing solutions for finance and accounting operations.

Education

B.B.A. in Finance, Texas Tech University

Vince Burkett joined Vista Equity Partners in 2011 and is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Mr. Burkett serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Burkett sits on the Vista Perennial Fund Investment Committee and is on the board of Accelya. He was previously on the boards of Autotask and Misys (now Finastra) and was involved in the firm’s prior investments in Bullhorn and Mitratech.

Prior to joining Vista, Mr. Burkett was the Executive Chairman and Chief Executive Officer of Ventyx (formerly a Vista company), which is a leading business solutions provider offering software, data and advisory services. Under his leadership, Ventyx grew into one of the largest and most successful independently owned software companies for energy and utility companies through an aggressive acquisition and integration strategy, along with an intensive program for organic growth and operational improvement culminating in a strategic acquisition of Ventyx by Zurich, CH based ABB. Prior to Ventyx, Mr. Burkett was a Managing Director at Alvarez and Marsal Business Consulting and Co-Founder and Chief Executive Officer of SourceNet Solutions (formerly a Vista company), a provider of comprehensive business process outsourcing solutions for finance and accounting operations.

Education

B.B.A. in Accounting, Texas A&M University, magna cum laude

David Bonnette joined Vista Equity Partners in 2017. Mr. Bonnette is a Managing Director focused on Vista’s Foundation Fund portfolio companies. Mr. Bonnette currently sits on the boards of AlertMedia, Aptean, Khoros, Kibo, Sonatype and Zego. He was also actively involved with the firm’s investments in Lone Wolf and PeopleAdmin. Mr. Bonnette is also active in portfolio executive development.

Prior to Vista, Mr. Bonnette was the Chief Executive Officer of Lanyon, which was merged with Cvent, another Vista portfolio company, upon Vista’s acquisition of Cvent in November 2016. Prior to joining Lanyon, Mr. Bonnette served as Chief Executive Officer at BigMachines for three years, until the time of its acquisition by Oracle. Mr. Bonnette has worked in the software industry for nearly 20 years, and prior to BigMachines, held a variety of executive roles at Oracle where he led North American organizations in ERP, CRM and consulting. Mr. Bonnette is a member of the Young Presidents’ Organization as well as serves on the advisory board and is a mentor for the Posse Foundation.

Education

B.A. in Business Management, Keene State College
International Business, Oxford Brookes University

Godfrey Gill joined Vista Equity Partners in September 2019. Mr. Gill leads Vista’s Capital & Partner Solutions engagement and development efforts primarily focused on the Vista Public Strategies platform.

Prior to joining Vista, Mr. Gill served as a Managing Director at Lyrical Partners, LP, where he focused on institutional sales and marketing efforts and a broad cross-section of institutional clients throughout North America. Before his time with Lyrical, Mr. Gill was a Managing Director at Karsch Capital Management, where he served in a variety of roles including client services, sales, marketing and as a member of the Investment team. Prior to Karsch Capital, Mr. Gill co-founded Keel Capital, an equity long/short investment firm focused on investing in companies in industries undergoing disruptive change, and served as Head of Investment Research.

Outside of his work at Vista, Mr. Gill serves on the Board of Trustees at Howard University and the Board of Advisors for the Francis L. & Edwin L. Cummings Memorial Fund.

Education

B.B.A. in Finance, Howard University
M.B.A., Harvard University

Justin Cho joined Vista Equity Partners in 2005 and is currently a member of the private equity Endeavor team. He currently sits on the boards of ComplySci, Fusion Risk Management, Gather and RadarFirst. Mr. Cho was also actively involved with Vista’s investments in BigMachines, Naviga, P2 Energy Solutions, Regulatory DataCorp, Surgical Information Systems, Trintech, Tripleseat and Ventyx.

From 2008 to 2009, Mr. Cho served as the Vice President of Corporate Development at P2 Energy Solutions, with a focus on operations as well as corporate strategy and acquisitions. Prior to joining Vista, Mr. Cho worked at Merrill Lynch & Co., where he advised clients in both the technology and healthcare industries. In addition to his work at Vista, Mr. Cho serves on the Leadership Council for the Andy Roddick Foundation, a non-profit provider of after school and summer learning programs, and is a Board Member of UC Berkeley’s Management, Entrepreneurship and Technology Program.

Education

B.S. in Business Administration, Haas School of Business, University of California at Berkeley
B.S. in Electrical Engineering and Computer Sciences, College of Engineering, University of California at Berkeley

Darko Dejanovic joined Vista Equity Partners in 2017. Mr. Dejanovic is currently a member of the private equity Foundation team. Mr. Dejanovic currently sits on the boards of Social Solutions, Solera and Stats Perform. He was actively involved in the firm’s investments in AGDATA, EagleView, Omnitracs, The ACTIVE Network, Upserve, Vivid Seats and Wrike.

Prior to joining Vista, Mr. Dejanovic worked as the Executive Chairman, CEO, President and Chief Technology, Product and Innovation Officer at The ACTIVE Network, a former Vista company. Before his time with The ACTIVE Network, Mr. Dejanovic worked at Monster Worldwide as Executive Vice President, Global Chief Information Officer and Head of Product. Prior to Monster Worldwide, Mr. Dejanovic worked at Tribune Company as Corporate Senior Vice President and Chief Technology Officer.

Education

B.S. in Computer Information Systems, Florida Metropolitan University
M.B.A., Northwestern University Kellogg School of Management

Kim Eaton joined Vista Equity Partners in 2019 and is currently a member of the private equity Foundation team. Ms. Eaton currently sits on the boards of Acquia, AGDATA, Applause, ESO Solutions, Quickbase, SmartBear and Vena Solutions. Ms. Eaton currently works with the firm’s investment in Power Factors.

Prior to joining Vista, Ms. Eaton served as Chief Executive Officer at Aptean, a Vista company, which provides industry-specific software applications that help businesses manage their resources, supply chain, employees and customer relationships. Before her time with Aptean, Ms. Eaton worked at NCR Corporation, where she most recently served as the Senior Vice President and General Manager of the company’s Hospitality and Travel business. Prior to NCR, Ms. Eaton served as the Executive Vice President of Marketing at Radiant Systems and President at BlueCube Software.

Education

B.S. in Distributed Studies, Iowa State University

Betty Hung joined Vista Equity Partners in 2007. Ms. Hung sits on the Vista Flagship Funds’ Investment Committee and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Ms. Hung currently sits on the boards of Advanced, CentralSquare, Cvent, EAB, EagleView, Finastra, Pipedrive, PowerSchool (NYSE: PWSC), TIBCO and Xactly, and is actively involved in the firm’s investment in Pluralsight. Prior to her role as a Managing Director, Ms. Hung was an Operating Senior Vice President, served as the Chief Financial Officer of SumTotal and was the Chief Operating Officer of Vista Consulting Group.

Prior to joining Vista, Ms. Hung served as the Vice President of Portfolio Company Operations at Garnett & Helfrich Capital. Before her time with Garnett & Helfrich, Ms. Hung served as Chief Financial Officer at OSIsoft. Prior to OSIsoft, Ms. Hung worked at Goldman, Sachs & Co. and Alex. Brown & Sons.

Education

B.A. in Economics and Chinese Studies, Wellesley College, cum laude
M.P.P.M., Concentration in Finance, Yale School of Management

Angela Pecoraro joined Vista Equity Partners in 2021 and is currently a member of the private equity team.

Ms. Pecoraro has spent most of her 20-year career at Vista companies, most recently as CEO of Advicent (now part of InvestCloud), a former Vista company, where she also served as President, COO and Senior Vice President. Before Advicent, Ms. Pecoraro held numerous key roles at former Vista company Zywave for over a decade. Ms. Pecoraro has held several senior and executive leadership roles throughout her career, including go-to-market, product strategy, technology, customer support and services.

Education

B.B.A. in Entrepreneurship, University of Wisconsin–Whitewater
M.B.A., Alverno College

Christian Sowul joined Vista Equity Partners in 2001. Mr. Sowul sits on the Vista Flagship Funds’ Investment Committee and leads transaction teams in all sectors. He currently sits on the boards of 7Park Data, Applause, Solera, Stats Perform, Vertafore and Xactly. Mr Sowul currently works with the firm’s investment in Power Factors. He was actively involved in Vista’s investments in Advicent, Applied Systems, BigMachines, Brainware, MRI Software, Omnitracs, SER, SirsiDynix, Sovos Compliance and Zywave.

Prior to joining Vista, Mr. Sowul worked in the High Technology group at Goldman, Sachs & Co., where he advised clients in a variety of verticals including software, internet and media, direct broadcast satellite, IT services and telecom equipment, among others. These projects included buy-side and sell-side transactions, public market financings and other strategic advisory initiatives. Mr. Sowul also worked at Deutsche Morgan Grenfell, where he focused on high technology mergers and acquisitions and investment banking, and at Generation Partners, a venture capital firm focused on technology investments.

Education

B.S. in Economics, The Wharton School, University of Pennsylvania, cum laude
B.S. in Engineering, School of Engineering, University of Pennsylvania, cum laude

John Stalder joined Vista Equity Partners in 2011 and is currently a member of the private equity Flagship team. Mr. Stalder currently sits on the boards of Apptio, Datto (NYSE: MSP), Gainsight, Greenway Health, Infoblox, Pipedrive and TIBCO. He was actively involved in the firm’s investments in Accruent, Aptean, Marketo, MRI Software and Sunquest Information Systems.

Prior to joining Vista, Mr. Stalder worked at Pagemill Partners in the Software & Services group, where he advised clients in a variety of verticals including software, IT services and internet, among others. These projects included buy-side and sell-side transactions, equity financings and other strategic advisory initiatives.

Education

B.S. in Business Administration, Concentration in Finance, University of Colorado, with high distinction

Martin Taylor joined Vista Equity Partners in 2006 and was the initial President of Vista Consulting Group. He sits on the Vista Flagship Funds’ Investment Committee and is responsible for driving the transformation and operational improvements of the Vista Flagship Funds’ portfolio companies through leveraging the Vista Best Practices and building platforms for their deployment. Additionally, Mr. Taylor serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Taylor is also active in portfolio executive development. He currently serves on the boards of Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF), Mediaocean, Mindbody, NAVEX Global, Ping Identity (NYSE: PING), Solera and VividSeats. In addition, Mr. Taylor is the President of OneVista, responsible for leading the OneVista executive strategy across strategic clients, portfolio companies, partners and the external directors program.

Prior to joining Vista, Mr. Taylor spent over 13 years at Microsoft. His most recent role was Corporate Vice President of Windows Live and MSN. Mr. Taylor provided business leadership as well as product and marketing management for Windows Live services, MSN and the Microsoft Live platform. During his tenure at Microsoft, he managed corporate strategy, sales, product marketing and various segment focused teams in North America and Latin America. Mr. Taylor served as General Manager of Platform Strategy at Microsoft, where he was responsible for Windows Server System business strategy and competitive strategy efforts across the company. Mr. Taylor also served as Chief of Staff and Director of Business Strategy, working directly for Microsoft Chief Executive Officer Steve Ballmer, whom he assisted with strategic projects and long-term planning for the corporation.

Dirk Wakeham joined Vista Equity Partners in 2021 and is currently a member of the private equity Foundation team.

Prior to joining Vista, Mr. Wakeham held several leadership roles within the Vista portfolio, most recently as CEO of Zego (Powered by PayLease). Before Zego, Mr. Wakeham was President and COO of Kibo. Prior to that, he served as President and COO of Lanyon (now merged with Cvent). Mr. Wakeham previously led software companies, including roles as Interim CEO of storEDGE and President of RealPage, after it acquired the company Mr. Wakeham founded, LeasingDesk.

Education

B.S. in Business Administration and Accounting, California State University, Fullerton

Louis Marchetti joined Vista Equity Partners in 2009 and serves as a Senior Vice President in the Executive Office. In this capacity, Mr. Marchetti drives deal origination and monetization efforts and manages key strategic relationships across the firm.

Prior to joining Vista, Mr. Marchetti worked as a Generalist at Lehman Brothers Merchant Banking and at Boliven, a technology-based start-up focused on intellectual property. Mr. Marchetti also worked in the Policy and Strategy Office of U.S. Secretary of State Condoleezza Rice, where he managed an $8 billion portfolio of U.S. investments and helped lead a restructuring of the $20 billion U.S. foreign aid investment program. Mr. Marchetti was an M&A investment banker at Morgan Joseph & Co at the outset of his career.

Mr. Marchetti attended the University of North Carolina, where he received a BS in Business Administration, played football and was awarded the Jim Tatum Award, given to the top senior football scholar-athlete in the Atlantic Coast Conference. He later received an MBA from The Wharton School at the University of Pennsylvania, where he was awarded the Joseph Wharton Fellowship and was selected as the Commencement Speaker. He currently sits on the Board of the Central Texas Chapter of the Cystic Fibrosis Foundation.

Education

B.S. in Business Administration, University of North Carolina
M.B.A., The Wharton School, University of Pennsylvania

Christopher Johnson joined Vista Consulting Group in 2015. As Managing Director, OneVista, Mr. Johnson is responsible for operationalizing and scaling the OneVista strategy with infrastructure, processes and systems. Prior to his role in OneVista, Mr. Johnson led the Value Creation practice and was Head of Operations for VCG.

Prior to joining Vista, Mr. Johnson worked as a Principal at the Boston Consulting Group, where he led large, strategic transformation initiatives. Before his time with Boston Consulting Group, Mr. Johnson served in the U.S. Army and Operation Iraqi Freedom, where he earned distinction as an Airborne Ranger qualified Infantry Officer. During Operation Iraqi Freedom, Mr. Johnson commanded an infantry platoon during a 13-month deployment and directed multiple high intensity operations.

Education

B.S. in Applied Mathematics, United States Military Academy at West Point
M.B.A., Kellogg School of Management, Northwestern University

Brian Gibson joined Vista Consulting Group in 2020. Mr. Gibson leads the OneVista partner strategy and engagement across all Vista portfolio companies with key advisors, consultancies, system integrators and platform organizations globally.

Prior to joining Vista, Mr. Gibson served as Senior Vice President of Ecosystems and Alliances at Misys (now Finastra), a Vista company, where he was responsible for the development and management of Finastra’s ecosystem globally. Mr. Gibson has worked in the software and consulting industry for more than 25 years in a variety of sales and partner leadership roles at Accenture, Siebel Systems and Oracle. Mr. Gibson has served on the Girls Day School Trust Academy Board and held various governor and chair positions.

Education

BSc Honours in Computing and Operational Research, Leeds Beckett University

Jennifer Harrigan joined Vista Consulting Group in 2020 as the strategic client management officer for OneVista. She is responsible for strengthening strategic relationships between Vista Equity Partners portfolio companies and their top tier clients by elevating our portfolio companies’ visibility within large enterprises.

Prior to joining One Vista, Ms. Harrigan spent over 20 years in enterprise sales at Microsoft.

Bessie Watts joined Vista Consulting Group in 2020 as the Director of the External Board Member Program. Ms. Watts manages the External Directors program and is responsible for leveraging executive relationships strategically to advance the broader OneVista strategy.

Prior to joining Vista, Ms. Watts worked as a Director at CARE USA serving as the Operational Lead and Chief of Staff to the Innovation team and Chief Innovation Officer. Before her time with CARE USA, Bessie spent the majority of her career at Morgan Stanley.

Education

B.A. in International Affairs, Spelman College
M.S.F.S., School of Foreign Service, Georgetown University

Jake Hodgman joined Vista Equity Partners in 2015 and is currently a member of the private equity Foundation team. Mr. Hodgman currently sits on the board of Zego (Powered by PayLease) and works with the firm’s investment in Vena Solutions.

Prior to joining Vista, Mr. Hodgman was a Principal and founding member of HGGC (formerly Huntsman Gay Global Capital) where he was actively involved in fundraising, sourcing, execution and management of portfolio investments with a particular focus on software and technology-enabled businesses. Prior to HGGC’s formation, Mr. Hodgman was a Senior Associate with Sorenson Capital and began his career in the Investment Banking Division of Citigroup.

Education

B.S. in Business Management emphasis in Finance, Brigham Young University

Brian Loring joined Vista Equity Partners in 2011. Mr. Loring currently sits on the boards of AlertMedia, Khoros, Kibo and Sonatype, and works with the firm’s investment in Trintech. He was also actively involved in Vista’s investments in Lone Wolf, Mitratech, Naviga, PeopleAdmin, SumTotal and Zego.

Prior to joining Vista, Mr. Loring worked at Riverside Resources, a commercial real estate investment and development firm, focusing on acquisition/disposition and development of multi-family, retail and office properties.

Mr. Loring is a member of the State Bar of Texas.

Education

B.A. in Political Science, Emory University
J.D., Emory University School of Law, with honors
M.B.A., McCombs School of Business, University of Texas at Austin

Shivan Patel joined Vista Equity Partners in 2015 and is currently a member of the private equity Endeavor team. Mr. Patel currently serves on the board of Tripleseat and works with the firm’s investment in RadarFirst. He was also actively involved in the firm’s investments in Advanced, Granicus, Infoblox, Integral Ad Science, Marketo, Numerator, Ping Identity (NYSE: PING), Sovos Compliance and Tomia.

Before joining Vista, Mr. Patel worked at Veritas Capital, where he focused on buyout investments of government services and technology-enabled companies. Prior to Veritas, Mr. Patel worked at Moelis & Company, where he advised clients on mergers, acquisitions and restructuring transactions in a variety of industry verticals including real estate, lodging and aerospace.

Education

B.S. in Finance and Accounting, Stern School of Business, New York University
M.B.A. in Management, The Wharton School, University of Pennsylvania

Abhay Puskoor joined Vista Equity Partners in 2021 and is currently a member of the private equity Endeavor team. Mr. Puskoor currently sits on the board of Zapproved.

Prior to joining Vista, Mr. Puskoor served as a Principal at FTV Capital, where he focused on growth and buyout investments of software and technology-enabled businesses. Before his time at FTV, Mr. Puskoor worked at Credit Suisse, where he advised clients on mergers and acquisitions, recapitalizations and capital-raising transactions in the asset management, insurance and financial technology sectors.

Education

B.A. in Economics & International Relations, Bard College

Steven White joined Vista Equity Partners in 2014 and is currently a member of the private equity Flagship team. Mr. White currently sits on the board of Advanced, Allvue Systems and Infoblox and works with the firm’s investments in Aptean, EagleView, Finastra, SecureLink, TIBCO and Vertafore.

Prior to joining Vista, Steven worked in the Technology group at TPG Capital. While at TPG, Mr. White focused on growth and buyout investments of software and technology-enabled businesses. Prior to this, Mr. White worked at Moelis & Company where he advised clients on buy-side, sell-side and restructuring transactions in a variety of verticals including software, internet, gaming and media.

Education

B.A. in Business Economics, University of California, Los Angeles, cum laude

Jeff Wilson joined Vista Equity Partners in 2015 and is currently a member of the private equity Flagship team. Mr. Wilson currently sits on the boards and is actively involved in the firm’s investments in Alegeus, Allvue Systems, Applause, PlanSource, SmartBear and Xactly. He was actively involved in the firm’s investment in DealerSocket and Vertafore.

Prior to joining Vista, Mr. Wilson was a Principal at TPG Capital and helped lead their software and financial technology investing. Mr. Wilson spent over 11 years at TPG Capital where he led over $4.7 billion in equity investments, including investments in software platforms Vertafore, GlobeOp, Eze Software Group, Advent Software, Box and GreenSky TradeCredit. Before TPG Capital, Mr. Wilson was an investment banker at Morgan Stanley in their Technology group and Financial Sponsors group.

Education

B.A. in Business Administration, University of Washington, cum laude

Jamie Holden joined Vista Equity Partners in 2018 and is currently a member of the private equity Endeavor team. She is responsible for partnering closely with executive teams to create operational scale and sustainable growth in the Endeavor Fund’s companies. Ms. Holden currently sits on the boards of ComplySci, Kazoo, SecureLink and Zapproved.

Prior to her current role, Ms. Holden led the Value Creation Practice in Vista Consulting Group (VCG) for the Endeavor Fund’s companies. Additionally, Ms. Holden previously served as Chief Operations Officer at PeopleAdmin, a Vista company, where she focused on services, support and customer success. Before PeopleAdmin, Ms. Holden worked at VCG, where she led value creation efforts for Vista companies. Prior to VCG, Ms. Holden worked at Dell in various leadership roles including Director, Americas, B2B eCommerce.

Ms. Holden also previously worked at France Telecom Research & Development Labs. Before her time with France Telecom, Ms. Holden served as an Adjutant General Officer in the U.S. Army with tours of duty in the Republic of Korea and Iraq.

Education

B.S. in Human Factors Engineering & Systems Engineering, United States Military Academy at West Point
M.B.A., Harvard Business School

Andrew Alea joined Vista Equity Partners in 2013 and is currently a member of the private equity Flagship team. Mr. Alea currently works with the firm’s investments in Apptio, CentralSquare, Fusion Risk Management, Jio, Social Solutions, TIBCO, Tribute Technology, Vertafore and Olive.AI. He was also actively involved in the firm’s investments in TransFirst and Zego.

Prior to joining Vista, Mr. Alea worked as an intern at Grosvenor Capital Management. Before his time with Grosvenor, Mr. Alea worked as an intern at the U.S. House of Representatives.

Education

B.B.A. in Finance and Political Science, University of Notre Dame

Ben Benson joined Vista Equity Partners in 2020 and is currently a member of the private equity Endeavor team. Mr. Benson currently sits on the boards of ComplySci, iN2L and Schoox and works closely with the firm’s investment in Kazoo.

Prior to joining Vista, Mr. Benson worked as a Vice President in the software group at LLR Partners, where he was responsible for the company’s investments in a variety of verticals including workplace, hospitality and field service technologies. Prior to LLR, Mr. Benson was an investment banker in the M&A group at BMO Capital Markets.

Education

B.A. in Economics, Middlebury College, summa cum laude

Shannon Bracken joined Vista Equity Partners in 2015. Ms. Bracken currently works with the firm’s investments in EagleView, Mindbody, Numerator, Pluralsight, Quickbase and Vivid Seats. She sits on the boards of EagleView, Mindbody, Pipedrive, Pluralsight and Quickbase, and was actively involved in the firm’s investments in Finastra, Khoros, Marketo and Tripleseat.

Prior to joining Vista, Ms. Bracken worked at Perella Weinberg Partners in the Restructuring and General Mergers and Acquisitions group. While at Perella Weinberg, Ms. Bracken worked in verticals including gaming, retail, financial services and energy, among others. These projects included debtor and creditor side restructurings, mergers, acquisitions and other strategic advisory initiatives. Before her time with Perella Weinberg, Ms. Bracken worked at CIBC World Markets in capital markets. Prior to CIBC World Markets, Ms. Bracken worked at RBC Capital Markets.

Education

B.A. in Government, Dartmouth College

Stephen Foster joined Vista Equity Partners in 2014 and is currently a member of the private equity Foundation team. Mr. Foster currently sits on the boards of AGDATA, ESO Solutions, LogicMonitor and Naviga, and works with the firm’s investments in Aptean and Menlo Security. He was also actively involved in Vista’s investments in EAB, Mediaocean, Solera and Vertafore.

Prior to joining Vista, Mr. Foster worked at Parthenon Capital Partners where he focused on executing buyout transactions and working with portfolio companies. Prior to Parthenon, Mr. Foster worked at Greenhill & Co., where he advised clients across multiple industries on mergers and acquisitions.

Education

B.S. in Management Science and Engineering, Stanford University

Charles Guan joined Vista Equity Partners in 2009. Mr. Guan is a Vice President in the Flagship Fund, where he helps lead private equity investments. Mr. Guan currently serves on the boards of Jamf (NASDAQ: JAMF), Stats Perform and TripleLift and works with the firm’s investment in Mediaocean. He was also involved in Vista’s investments in Aderant, Lanyon, MRI Software, P2 Energy Solutions, SumTotal Systems and TransFirst.

Education

B.S. in Biomechanical Engineering, Stanford University

Aaron Gupta joined Vista Equity Partners in 2014 and is currently a member of the private equity Foundation team. Mr. Gupta currently serves on the board of Arcos, Four Winds Interactive and works closely with the firm’s investments in Allocate, Tomia and Upserve. He was actively involved in the firm’s investments in Bullhorn, Lone Wolf, Main Street Hub, PowerSchool and Regulatory DataCorp.

Before joining Vista, Mr. Gupta worked at Irving Place Capital, a middle-market private equity firm with over $4 billion of AUM. Prior to Irving Place, Mr. Gupta worked at Greenhill & Co., where he advised clients on mergers and acquisitions across a variety of industries.

Education

B.A. in Finance and Economics, Stern School of Business, New York University, magna cum laude
M.B.A., The Wharton School, University of Pennsylvania

Olga Kaplan joined Vista in 2021 and is currently a member of the private equity Endeavor team.

Prior to Vista, Ms. Kaplan spent 11 years at Goldman, Sachs & Co., where she was a Vice President on the GS Growth team, focused on leading equity investments into high-growth software and internet companies. Additionally, she served as lead investor for Launch with GS, Goldman’s initiative to invest in companies and investment managers with diverse leadership. Ms. Kaplan started her career at Goldman, Sachs & Co. in the firm’s investment banking division.

Education

B.A. in Economics and Mathematics, Washington University in St. Louis, summa cum laude
M.S. in Finance, Washington University in St. Louis

Derek Klomhaus joined Vista Equity Partners in 2015 and is currently a member of the private equity Foundation team. Mr. Klomhaus currently works with the firm’s investment in Tribute Technology. He sits on the boards of Granicus and Power Factors. He was also actively involved in the firm’s investments in Greenway Health, Infoblox, MINDBODY, PowerSchool, The ACTIVE Network, Wrike, Xactly and Zego.

Prior to joining Vista, Mr. Klomhaus worked at Credit Suisse in the Healthcare Investment Banking group. While at Credit Suisse, Mr. Klomhaus advised clients in the biotechnology and pharmaceuticals sectors. These projects primarily included mergers, acquisitions, equity and debt offerings, and other strategic advisory initiatives.

Education

B.S. in Business Administration, Haas School of Business, University of California, Berkeley

Brooke Nakatsukasa joined Vista Equity Partners in 2016 and is currently a member of the private equity Flagship team. Ms. Nakatsukasa currently sits on the boards of IAS and iCIMS and works with the firm’s investments in Gainsight, Ping Identity (NYSE: PING) and Zapproved. She was actively involved with the firm’s investments in Datto (NYSE: MSP), Numerator and Quickbase.

Prior to joining Vista, Ms. Nakatsukasa worked at Deutsche Bank in the Financial Sponsors Group, where she advised private equity clients on mergers, acquisitions and capital raises across a variety of sectors including consumer, industrials and financial institutions.

Education

B.B.A. in Finance, The George Washington School of Business, The George Washington University, magna cum laude

Sam Payton joined Vista Equity Partners in 2015 and is currently a member of the private equity Flagship team. Mr. Payton currently serves on the boards of PlanSource and works closely with the firm’s investments in Accelya, Alegeus, Cvent, EAB, Jio, Omnitracs, PlanSource and Xactly. Mr. Payton previously served on the board of Aspira.

Before joining Vista, Mr. Payton worked at Odyssey Investment Partners, where he focused on middle-market buyout investments across a range of services and manufacturing sectors. Prior to Odyssey, Mr. Payton worked at Bank of America Merrill Lynch, where he advised private equity clients on buy-side, sell-side and financing transactions across a variety of industries.

Education

B.A. in Economics, Duke University
M.B.A., The Fuqua School of Business, Duke University

Nick Prickel joined Vista Equity Partners in 2012 and is currently a member of the private equity Flagship team. Mr. Prickel currently sits on the boards of Gainsight, iCIMS and Smartbear and works with the firm’s investments in Applause, Aptean, Granicus, Jamf and Solera. He was actively involved with Vista’s investments in Aderant, Advanced, BigMachines, DealerSocket, Greenway Health and Social Solutions. From January 2015 to June 2016, Mr. Prickel worked for Aptean as the Director of Strategic Operations, where he helped lead the company’s acquisition and operational integration of multiple acquisitions.

Prior to joining Vista, Mr. Prickel worked at Rothschild in New York. While at Rothschild, Mr. Prickel provided advisory services to technology and industrial companies on a broad range of transactions including mergers, acquisitions, financings and other corporate strategic activities.

Education

B.S. in Biomedical Engineering and Economics, Washington University in St. Louis, summa cum laude

Nicolas Stahl joined Vista Equity Partners in 2012 and is currently a member of the private equity Flagship team. Mr. Stahl currently sits on the boards of Advanced, Cvent, Mindbody and PowerSchool, and works with the firm’s investment in Advanced. He was actively involved in the firm’s past investments in Aspira, SumTotal Systems and The ACTIVE Network.

Prior to joining Vista, Mr. Stahl worked at Financial Technology Partners in San Francisco. While at Financial Technology Partners, Mr. Stahl advised clients on buy-side, sell-side and recapitalization transactions in a variety of verticals including software, insurance, healthcare, capital markets and payments.

Education

M.S. in Finance, Daniels College of Business, University of Denver
B.S. in Finance, Daniels College of Business, University of Denver
Chartered Financial Analyst (CFA) Charterholder

Dan Sullivan joined Vista Equity Partners in 2014 and is currently a member of the private equity Foundation team. Mr. Sullivan currently works with the firm’s investments in Four Winds Interactive and Khoros, and previously worked with the firm’s investments in Aptean, Lone Wolf and RDC.

Education

B.S.B.A. in Finance, Georgetown University

Luke Allen joined Vista Equity Partners in 2017. Mr. Allen currently works with the firm’s investment in Kazoo. He was also actively involved in the firm’s investments in 7Park Data, Aspira, CentralSquare, Infoblox, Pluralsight and Tripleseat.

Prior to joining Vista, Mr. Allen worked at Goldman, Sachs & Co., where he primarily advised on mergers and acquisitions, capital raising, and idea generation for financial and strategic investors.

Education

B.S. in Mathematics, Villanova University, magna cum laude

Luke Bucshon joined Vista Equity Partners in 2015. Mr. Bucshon currently works with the firm’s investments in Alegeus, Apptio, EagleView, NAVEX Global, PlanSource, Sonatype and Olive.AI. He was also actively involved in the firm’s investment in AlertMedia.

Prior to joining Vista, Mr. Bucshon worked as an intern at The Carlyle Group.

Education

B.B.A. with a concentration in Finance, Goizueta Business School, Emory University

Allyson Estey joined Vista Equity Partners in 2017. Ms. Estey currently works with the firm’s investments in ComplySci, DealerSocket, Kibo, Pipedrive and Quickbase.

Prior to joining Vista, Ms. Estey worked at Goldman, Sachs & Co. in the Technology, Media and Telecommunications group, where she worked on mergers, acquisitions advisory, raising debt for acquisitions, dividend recapitalizations and other activities across the software, cable and telecommunications verticals.

Education

B.A. in Business Administration, Richard Ivey School of Business, University of Western Ontario, with Honors

Alan Glass joined Vista Equity Partners in 2018. Mr. Glass currently works with the firm’s investments in Acquia, AlertMedia, SecureLink, TIBCO and Wrike. He was also actively involved in the firm’s investment in ComplySci.

Prior to joining Vista, Mr. Glass worked as an Associate at J.P. Morgan in the Mergers and Acquisitions Group. Before his time with J.P. Morgan, Mr. Glass worked as an Analyst covering long/short equity, credit and event driven strategies at Sail Advisors Ltd.

Education

B.S. in Economics, Trinity College, with honors
M.B.A., Concentration Finance, Accounting, and Strategic Management, University of Chicago

Will Gregory joined Vista Equity Partners in 2018. Mr. Gregory currently works with the firm’s investments in Fusion Risk Management and RadarFirst.

Prior to joining Vista, Mr. Gregory worked as a Mergers and Acquisitions Analyst at Lazard in the Consumer and Retail group.

Education

B.S. in Applied Mathematics-Economics, Brown University, magna cum laude

Kyle Henderson joined Vista Equity Partners in 2016. Mr. Henderson currently works with the firm’s investment in ESO Solutions.

Prior to joining Vista, Mr. Henderson worked at Accel Partners, a venture capital and growth equity firm based in Palo Alto, where he served on the investment team.

Education

B.A. in Mechanical Engineering Sciences, Harvard University, cum laude

Danny Lei joined Vista Equity Partners in 2014. Mr. Lei currently works with the firm’s investments in Allvue Systems, EAB, Mediaocean and Stats Perform. He was actively involved in the firm’s investments in Allocate and PowerSchool.

Education

A.B. in Economics, Princeton University, magna cum laude

Dino Mavrookas joined Vista Equity Partners in 2018. Mr. Mavrookas currently works with the firm’s investment in Arcos and Menlo Security, and was actively involved in the firm’s investment in Advicent.

Prior to joining Vista, Mr. Mavrookas worked as a Vice President at H.I.G. Capital where he focused on middle-market buyout investments across various industries. Before his time with H.I.G., Mr. Mavrookas served as a Summer Associate in Blackstone’s Real Estate Acquisitions group. Additionally, Mr. Mavrookas served in the U.S. Navy as a Navy SEAL, with both Naval Special Warfare Development Group and SEAL Team Two.

Education

B.S. in Electrical and Computer Engineering, Rutgers University, with honors
M.B.A., Wharton School of the University of Pennsylvania

Nick Murley joined Vista Equity Partners in 2016. Mr. Murley currently works with the firm’s investments in Cvent, Datto, Gainsight and Zego.

Prior to joining Vista, Mr. Murley worked as an intern at Insight Equity.

Education

B.S. in Finance, The Ohio State University, summa cum laude

Blair Ohman joined Vista Equity Partners in 2020. Mr. Ohman currently works with the firm’s investment in Arcos and Gainsight.

Prior to joining Vista, Mr. Ohman worked at Citadel Global Equities and Silver Lake Partners, where he focused on investing in technology and technology-enabled companies across the private and public markets. Prior to Silver Lake Partners, he worked at Greenhill & Co. where he advised clients on mergers, acquisitions and restructurings across a variety of industries including technology, consumer and energy.

Education

B.B.A. in Finance and Business Honors, The University of Texas at Austin

Franklin Reis joined Vista Equity Partners in 2017. Mr. Reis currently works with the firm’s investments in AGDATA, Finastra, Forcepoint, MINDBODY and Pluralsight.

Prior to joining Vista, Mr. Reis worked at Guggenheim Partners in the Corporate Credit Group, where he originated, structured and executed middle market private equity and leveraged finance transactions in the software and technology markets.

Education

B.A. in Economics, Bowdoin College

Vinay Shah joined Vista Equity Partners in 2016. Mr. Shah currently works with the firm’s investments in Jamf (NASDAQ: JAMF), Solera, Sonatype and Upserve.

Prior to joining Vista, Mr. Shah worked at Barclays in the Power and Utilities investment banking group. While at Barclays, Mr. Shah advised clients across the utility and renewable energy sectors. These projects primarily included mergers, acquisitions, equity and debt offerings, and other strategic advisory initiatives.

Education

B.S. in Finance and Accounting, Stern School of Business, New York University, magna cum laude

Aditi Shroff joined Vista Equity Partners in 2018. Ms. Shroff is actively involved in the firm’s investments in Four Winds Interactive, Jio, Power Factors and Wrike.

Prior to joining Vista, Ms. Shroff worked as an Investment Banking Analyst and Associate at Oppenheimer & Co. in the Healthcare group. While at Oppenheimer, Ms. Shroff advised healthcare services companies on mergers, acquisitions, capital raises and other strategic initiatives.

Education

B.S. in Economics, The Wharton School, University of Pennsylvania

Amanda Tyson joined Vista Equity Partners in 2019. Ms. Tyson currently works with the firm’s investment in Aptean and Sonatype.

Prior to joining Vista, Ms. Tyson worked at Citigroup, where she primarily advised on mergers and acquisitions and tailored equity and interest rate solutions for institutional and corporate clients.

Education

B.A. in Economics, Yale University
M.B.A., Harvard Business School, with Distinction & Dean’s Award

Mark Wenden joined Vista Equity Partners in 2016. Mr. Wenden currently works with the firm’s investments in Dispatch, iN2L and Naviga and was actively involved with Vista’s investments in Datto and Finastra.

Prior to joining Vista, Mr. Wenden worked at Evercore Partners in Menlo Park in the Technology Mergers and Acquisitions group. While at Evercore Partners, Mr. Wenden advised financial sponsors and strategic clients in the software, infrastructure and internet sectors.

Education

B.B.A. in Finance and Business Honors, The University of Texas at Austin, with High Honors

Kojo Amarteyfio joined Vista Equity Partners in 2018. Mr. Amarteyfio currently works with the firm’s investments in EAB, LogicMonitor, Quickbase, Tribute Technology, Trintech and Vena Solutions.

Prior to joining Vista, Mr. Amarteyfio worked as an Associate at Barclays in New York in the Securitized Products Origination and Technology Investment Banking group. While at Barclays, Mr. Amarteyfio covered clients across the software, payments, and business and information services verticals.

Education

B.A. in Economics, Skidmore College, magna cum laude

Eshaan Arora joined Vista Equity Partners in 2019. Mr. Arora currently works with the firm’s investments in Pipedrive, Power Factors, TIBCO and Tripleseat.

Prior to joining Vista, Mr. Arora worked at Sandler O’Neill + Partners, where he advised financial services clients on mergers, acquisitions and financing transactions.

Education

B.S. in Finance, Indiana University, with Distinction
M.B.A., Kellogg School of Management, Northwestern University

Rares Barbu joined Vista Equity Partners in 2019. Mr. Barbu currently works with the firm’s investments in TripleLift. He was actively involved with the firm’s investments in iN2L, Lone Wolf Technologies, TripleLift and Vena.

Prior to joining Vista, Mr. Barbu worked as a Consultant at Navigant Consulting Inc. in their Life Sciences division.

Education

B.Sc. in Biomedical Engineering, The University of Connecticut, summa cum laude

Meredith Breach joined Vista Equity Partners in 2017. Ms. Breach currently works with the firm’s investments in Greenway Health and Tomia. Prior to joining the private equity investment team, Ms. Breach was an intern within Vista Equity Partners’ Business Development group.

Prior to joining Vista, Ms. Breach worked as an intern at Citibank in the Mergers and Acquisitions group.

Education

B.B.A. with a concentration in Finance and Business Communication, Stephen M. Ross School of Business, University of Michigan, with high distinction

Adam Greene joined Vista Equity Partners in 2018. Mr. Greene currently works with the firm’s investment in ESO Solutions.

Prior to joining Vista, Mr. Greene worked as a Financial Analyst at Guttridge Capital Management, a financial advisory firm in Annapolis.

Education

B.S. in Finance & Information Systems, University of Maryland Honors College, magna cum laude
M.S. in Quantitative Finance, Concentration in Asset Management & Risk Management, University of Maryland

Nicholas Grisius joined Vista Equity Partners in 2019. Prior to joining as an Analyst, Mr. Grisius was an intern in Vista’s Private Equity group.

Prior to joining Vista, Mr. Grisius worked as an intern at Goldman, Sachs & Co. in the Asset Management division.

Education

B.S. in Mechanical Engineering, Georgia Institute of Technology, with high honors
B.B.A. in Finance, Goizueta Business School, Emory University, with highest distinction

Shannon Hou joined Vista Equity Partners in 2020. Ms. Hou currently works with the firm’s investment in Vena Solutions.

Prior to joining Vista, Ms. Hou worked as an Investment Banking Analyst in the Power, Energy & Infrastructure group at Lazard, where she advised clients across the utility and renewable energy sectors on strategic matters including mergers and acquisitions, shareholder activist defense and other initiatives.

Education

B.S. in Foreign Service, Georgetown University

Broderick Kelley joined Vista Equity Partners in 2018. Mr. Kelley currently works with the firm’s investments in 7Park Data, Advanced and Granicus.

Prior to joining Vista, Mr. Kelley worked as a Consultant at Alvarez & Marsal.

Education

B.S. in Civil Engineering, University of Notre Dame, cum laude
M.B.A. in Corporate Finance, University of Notre Dame, cum laude

Scatt Macdonald joined Vista Equity Partners in 2019.

Prior to joining Vista as an analyst, Mr. Macdonald worked as an intern in Vista’s Private Equity group.

Education

B.A. in Economics, Williams College

Pavan Mahtani joined Vista Equity Partners in 2019. Mr. Mahtani currently works with the firm’s investments in iCIMS, Khoros, Naviga and Pluralsight.

Prior to joining Vista, Mr. Mahtani worked as an Investment Banking Analyst at Credit Suisse, where he was responsible for providing buy-side advisory and financing to private equity clients and their portfolio companies within the Financial Sponsors group.

Education

B.S. in Finance and Accounting, New York University, summa cum laude

Madeline McCormick joined Vista Equity Partners in 2019. Ms. McCormick currently works with the firm’s investments in NAVEX Global and PowerSchool.

Prior to joining Vista, Ms. McCormick worked as an Investment Banking Analyst at Bank of America Merrill Lynch, where she was responsible for high yield and leveraged loan financings for mergers and acquisitions, leveraged buyouts and refinancings within the Leveraged Finance group.

Education

B.S. in Business Administration, University of Notre Dame

Mike McMullan joined Vista Equity Partners in 2018. Mr. McMullan currently works with the firm’s investment in Jio. He was also actively involved in the firm’s investment in Pluralsight.

Prior to joining Vista, Mr. McMullan coached the wrestling teams at Northwestern University and the University of Pennsylvania.

Education

B.S. in Political Science and Journalism, Northwestern University
M.P.A. in Finance, University of Pennsylvania

Annie Meyjes joined Vista Equity Partners in 2018. Ms. Meyjes currently works with the firm’s investments in Acquia, CentralSquare and SecureLink. She was actively involved with the firm’s investments in Apptio and Tribute Technology.

Prior to joining Vista, Ms. Meyjes worked at Goldman, Sachs & Co. in the Securities Division.

Education

B.A. in Economics, Harvard University, cum laude

Ben Oleniczak joined Vista Equity Partners in 2018. Mr. Oleniczak currently works with the firm’s investments in Accelya, Finastra, Jamf (NASDAQ: JAMF) and Ping Identity (NYSE: PING).

Prior to joining Vista, Mr. Oleniczak worked in PwC’s Deals practice where he conducted financial due diligence for Private Equity and Strategic clients across buyside and sellside processes.

Education

B.S. in Management, Concentration in Accounting and Finance, Boston College
Certified Public Accountant (CPA)

Amit Patel joined Vista Equity Partners in 2014. Mr. Patel currently works with the firm’s investments in Alegeus, Four Winds Interactive and Solera. He was also actively involved in the firm’s investments in Allocate Software and Allvue Systems.

Prior to joining the Private Equity Investment team, Mr. Patel contributed to the investor relations strategy for Vista Equity Partners’ private equity funds.

Education

B.S. in Management Science, University of California, San Diego

Marlaina Reidy joined Vista Equity Partners in 2019.

Prior to joining Vista, Ms. Reidy worked as an intern at Graham Partners on both their Investor Relations and deal teams.

Education

B.A. in Government and Legal Studies, Bowdoin College

Lorenzo Salazar joined Vista Equity Partners in 2017. Mr. Salazar currently works with the firm’s investments in Ellucian, Mediaocean and Vivid Seats. He was also actively involved in the firm’s investments in CentralSquare, DealerSocket, iCIMS, Vertafore and Wrike.

Prior to joining Vista, Mr. Salazar worked at Credit Suisse in New York in the Mergers and Acquisitions group.

Education

B.A. in Economics, The University of Texas at Austin, with high honors
B.B.A. in Finance & Business Honors, The University of Texas at Austin, with high honors

Ryan Snyder joined Vista Equity Partners in 2020. Mr. Snyder currently works with the firm’s investments in AlertMedia, Apptio, Dispatch and Zego (Powered by PayLease).

Prior to joining Vista, Mr. Snyder worked as an Associate at Evercore Partners, where he advised on mergers, acquisitions and recapitalization transactions across the technology and healthcare sectors.

Education

B.S. in Finance, Lehigh University
M.B.A, Columbia Business School, with Dean’s Honors and Distinction

TJ Veech joined Vista Equity Partners in 2020.

Prior to joining Vista, TJ worked at True Wind Capital, a technology-focused private equity firm. Prior to True Wind, TJ worked at William Blair & Company in the Technology Investment Banking group.

Education

B.S. in Accountancy, University of Illinois at Urbana-Champaign

Katy Arkell joined Vista Equity Partners in 2020.

Prior to joining Vista as an analyst, Ms. Arkell worked as an intern in Vista’s Private Equity group.

Education

B.A. in International Relations and Global Business, University of Southern California, magna cum laude

Nghi Van joined Vista Equity Partners in 2020.

Prior to joining Vista, Ms. Van was a High Yield Credit Research Associate at The Vanguard Group, where she covered Media & Telecom and Energy.

Education

B.Sc. in Business with a Finance and Global Business concentration, Leonard N. Stern School of Business, New York University, cum laude

Anand Anbalagan joined Vista Equity Partners in 2009 and is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Mr. Anbalagan currently sits on the board of Accelya. He was actively involved in the firm’s investments in Kibo, Lanyon, MicroEdge, Mitratech, PeopleAdmin, Relias Learning, Social Solutions and Upserve.

Prior to joining Vista, Mr. Anbalagan worked at Morgan Stanley in Menlo Park, where he worked in the Technology Investment Banking group. While at Morgan Stanley, Mr. Anbalagan advised clients on buy-side and sell-side transactions in a variety of verticals including software, internet, enterprise hardware and semiconductors.

Education

B.S. in Economics, The Wharton School, University of Pennsylvania, magna cum laude
B.A.S. in Engineering, School of Engineering and Applied Sciences, University of Pennsylvania, magna cum laude

Tyler Kellner joined Vista Equity Partners in 2012 and is currently a member of the Vista Equity Partners Perennial team, the firm’s permanent capital investment fund. Mr. Kellner currently sits on the board of Fusion Risk Management and works with the firm’s investments in Accelya and Kazoo. He was actively involved in the firm’s investments in ComplySci, DealerSocket, EagleView, Forcepoint, SirsiDynix, Vivid Seats and Websense.

Prior to joining Vista, Mr. Kellner worked in the Technology group at William Blair in Chicago. While at William Blair, Mr. Kellner advised clients in a variety of verticals including software, communications and infrastructure technologies. These projects included buy-side and sell-side transactions, public and private financings, and other strategic initiatives.

Education

B.S. in Finance, Wake Forest University, magna cum laude

John Warnken-Brill joined Vista Equity Partners in 2006. Mr. Warnken-Brill is responsible for leading the firm’s financial strategy, controls and performance. Mr. Warnken-Brill serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform.

Prior to joining Vista, Mr. Warnken-Brill worked as the Vice President of Finance at Blum Capital Partners, a San Francisco-based private equity firm. While at Blum, Mr. Warnken-Brill had responsibility for financial operations, trading operations and limited partner reporting, and helped establish several new partnerships. Before his time with Blum, Mr. Warnken-Brill worked at Putnam Lovell Group, a San Francisco-based investment banking and private equity firm focusing on the asset management industry, where he was the Chief Financial Officer. Prior to Putnam Lovell, Mr. Warnken-Brill worked at Charles Schwab & Co.

Mr. Warnken-Brill also previously held various finance positions with Nextel Communications and PriceWaterhouseCoopers.

Mr. Warnken-Brill is also a CPA (inactive).

Education

B.S. in Business Administration, Accounting and Finance, Haas School of Business, University of California at Berkeley

Rebecca Hu joined Vista Equity Partners in 2017 and focuses on the greater China region. She is responsible for Vista platform engagement including capital raising and portfolio company strategy execution with investors, partners and customers.

Prior to joining Vista, Ms. Hu worked as a department Deputy Head at China Life Insurance Company, where she helped to build out the firm’s outbound investment portfolio management business and focused on alternative offshore investments across a variety of funds. Ms. Hu worked for China Life Insurance Company for over a decade in a variety of roles, including as a Division Chief for Foreign Currency Asset Management.

Education

M.A. in Linguistics, B.A. in International Finance, and B.A. in British and American Literature, Nankai University

Brent Lanier joined Vista Equity Partners in 2017 and is a Managing Director and Vista’s Chief Information Officer. Mr. Lanier is responsible for overseeing the Information Technology and Security functions for Vista.

Prior to joining Vista, Mr. Lanier worked as Global IT Director for Boston Consulting Group, with technology oversight of the global finance and tax functions. Before his time with Boston Consulting Group, Mr. Lanier worked as Senior Director of Technology at Bain Capital, where he was responsible for the creation of the corporate technology group and served as the IT Business Partner for the Global Operations business units. Prior to Bain, Mr. Lanier was a Consultant for Lawson Software.

Mr. Lanier also previously worked at Andersen Consulting as an Analyst.

Education

B.S. in Computer Science, Georgia Institute of Technology
A.L.M. in Technology Management, Harvard University

Christina Lema joined Vista Equity Partners in February 2012. Ms. Lema is Vista’s General Counsel and serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Ms. Lema also sits on the boards of Vista portfolio companies Datto (NYSE: MSP), Greenway Health and Jamf (NASDAQ: JAMF).

Prior to joining Vista, Ms. Lema worked for a number of years at Kirkland & Ellis in its San Francisco office. While at Kirkland, Ms. Lema focused on leveraged acquisitions and divestitures, mergers and acquisitions, equity financings and minority investments. Ms. Lema is a member of the State Bar of California and was recognized on The Legal 500’s GC Powerlist: United States in 2019.

Education

B.A. in Economics and Spanish, University of Pennsylvania, cum laude
J.D., Columbia University, Harlan Fiske Stone Scholar

Ms. Reinke is the Managing Director and Chief Compliance Officer of Vista Equity Partners, overseeing the firm’s global regulatory and compliance functions along with oversight of internal firm legal matters, including fund formation and fundraising. Ms. Reinke sits on the board of PowerSchool (NYSE: PWSC), a Vista portfolio company and is also a member of the Board of Governors of the Investment Adviser Association in Washington, D.C.

Prior to Vista, Ms. Reinke served as Partner, General Counsel and Chief Compliance Officer at Blum Capital Partners, where she reported to the Firm’s Chairman and had broad responsibility for all legal and regulatory matters, including overseeing the legal aspects of the firm’s investment and real estate transactions. Prior to joining Blum Capital, Ms. Reinke worked for Senator Dianne Feinstein during her initial U.S. Senate campaign and Senate term overseeing the campaign’s financial and administration functions. Ms. Reinke has held additional finance positions, including Director of Finance for Blum Capital, Corporate Controller for USL Capital, Manager of Financial Reporting for Charles Schwab Corporation and started her career in the audit department at Deloitte and Touche. Ms. Reinke earned a B.A. in Business Economics from the University of California at Los Angeles and a J.D., cum laude, from the University of San Francisco School of Law. Ms. Reinke is a member of the State Bar of California and is also a Certified Public Accountant (inactive).

Education

B.A. in Business Economics from the University of California at Los Angeles
J.D., University of San Francisco School of Law

Marybeth Schmitz joined Vista Equity Partners in 2016. In her role, Ms. Schmitz oversees the human resources function for Vista Equity Partners, as well as all firm facilities and the executive assistant program.

Prior to joining Vista, Ms. Schmitz was the Chief Operating Officer at The Boon Group. Before that, she ran human resources at the law firm of Kessler, Topaz, Meltzer & Check in Philadelphia. Ms. Schmitz also ran divisional human resources programs at Morgan Stanley and Bear Stearns in New York City. Ms. Schmitz began her career in recruiting and human resources consulting roles.

Education

B.S. in Political Science, University of Michigan

Mr. Seelbach joined Vista in 2014 and is a Managing Director in the Office of the CEO where he helps lead Vista’s strategy and activities in Asia. Prior to his role as Managing Director, Mr. Seelbach was the Chief of Staff to the firm’s founder Robert F. Smith where he was involved in firm strategy, investor relations, operations, and other cross firm and functional projects.

Prior to joining Vista, Mr. Seelbach was a Managing Director at Morgan Stanley in Hong Kong, where he led the Asia-Pacific financial sponsors group. Mr. Seelbach worked at Morgan Stanley for 15 years in Hong Kong, Singapore and New York including time in the mergers and acquisitions, capital markets and corporate finance groups. Mr. Seelbach is an avid squash player and serves as the Board Chair of Squash Drive in San Francisco.

Education

B.A. in International Relations (Political Science and French), Amherst College, magna cum laude

Jason Crichfield joined Vista Equity Partners in 2014. Mr. Crichfield is the Senior Vice President, Global Controller for Vista Equity Partners and Vista Consulting Group and oversees the accounting and finance functions related to both.

Prior to Vista, Mr. Crichfield was the Vice President Controller of the San Francisco-based publicly traded REIT BRE Properties from 2008 to 2014. While at BRE, Mr. Crichfield was responsible for all financial and SEC reporting, treasury management, tax compliance and secured lending. Before working with BRE Properties, Mr. Crichfield worked for Ernst & Young in the audit practice.

Education

B.S. in Accounting & Finance, Tulane University
M.S. in Accounting, University of Virginia

Justin Hirsch joined Vista Equity Partners in 2016. In his role, Mr. Hirsch is involved in firm strategy, growth initiatives and other firm priorities.

Prior to Vista, Mr. Hirsch was a Vice President at Evercore, where he advised alternative asset managers on minority investments and other strategies to meet growth objectives. He was also a member of the financial sponsors group that focused coverage on technology assets. Mr. Hirsch began his career in the principal transaction group at Macquarie Capital.

Education

B.A. in Human Biology, Stanford University

Cecilia Kwan joined Vista Equity Partners in April 2015 and is a Senior Vice President and Head of Finance. Ms. Kwan manages the financial operations and reporting of Vista’s private equity funds.

Prior to joining Vista, Ms. Kwan worked at Blum Capital Partners for approximately 10 years. While at Blum, Ms. Kwan’s initial role was the Vice President of Finance, responsible for the financial operations and reporting for Blum Capital’s investment funds and management company, and until 2014, she served as the Chief Financial Officer. Before working at Blum Capital, Ms. Kwan was an Accounting Manager at Delphi Ventures, a venture capital firm, and was responsible for its accounting functions. Previously, Ms. Kwan was an Audit Manager at Ernst & Young specializing in hedge funds, private equity funds and venture capital funds.

Education

B.S. in Accounting, San Francisco State University
M.B.A., San Francisco State University
CPA (inactive)

Jessi Marshall joined Vista Equity Partners in 2015 and is a Senior Vice President. Ms. Marshall is responsible for leading marketing, communications, events, business development and research strategies to help translate Vista’s economic and business value to the market. She also manages a number of cross-functional initiatives in partnership with the firm’s investment teams, investor relations organization, consulting practice and the management company.

Prior to joining Vista, Ms. Marshall served as Director of Strategic Programs and Director of Marketing at Mitratech, a Vista portfolio company. Outside of her Vista tenure, Ms. Marshall worked in the technology industry and served in marketing communication and product marketing roles at Gemalto and Applied Materials.

Education

B.S. in Advertising, The University of Texas at Austin

Ken Burke joined Vista in 2020 as Head of Compliance and Senior Counsel for Vista Credit Partners.

Prior to joining Vista, Mr. Burke served as Deputy Chief Compliance Officer at TPG Sixth Street Partners (“TSSP”) as well as Chief Compliance Officer for TSSP’s broker dealer and BDC affiliates. Before his time at TSSP, Mr. Burke was Chief Compliance Officer of Marble Arch Investments and an associate attorney in the Securities Enforcement practice group at Gibson, Dunn & Crutcher. Ken began his career at the SEC where he spent more than seven years in the SEC’s Office of Compliance, Inspections and Examinations. While at the SEC, Ken was seconded to the US Attorney’s Office for the Southern District of New York for 18 months to assist with various white collar criminal investigations. Mr. Burke is a member of the State Bars of New York and New Jersey.

Education

B.S. in Finance, State University of New York, New Paltz, cum laude
J.D., Fordham University School of Law, magna cum laude

Stacy Clement joined Vista Equity Partners in 2016 and is Vista’s Vice President of Legal and Senior Counsel.

Prior to joining Vista, Ms. Clement worked in the corporate group of Kirkland & Ellis in its Los Angeles and San Francisco offices. While at Kirkland, Ms. Clement focused on mergers and acquisitions and corporate finance, primarily on acquisitions and divestitures, restructurings, dividend recapitalizations, leveraged buyouts, minority investments, secured and unsecured debt financings, equity financings and refinancings. Before her time at Kirkland, she worked in the real estate group of Liner LLP’s Los Angeles office.

Ms. Clement is a member of the State Bar of California.

Education

B.A. in Law & Society and Philosophy, University of California, Santa Barbara, summa cum laude
J.D., University of California, Los Angeles, School of Law, Dean’s Merit Scholarship

Kirk Hourdajian joined Vista Equity Partners in 2020. Mr. Hourdajian oversees Vista’s Environmental, Social and Governance (ESG) program, working with portfolio companies and deal teams to drive value creation initiatives that improve the environment, society and business.

Prior to joining Vista, Mr. Hourdajian was Senior Advisor at TPG, where he led sustainability initiatives that drove measurable business results and impact investment opportunities. Prior to TPG, Mr. Hourdajian was Director of Sustainable Business Solutions at PricewaterhouseCoopers, where he worked with leading corporations to help reduce costs and drive revenue through sustainability programs. Previously, Mr. Hourdajian worked for the Environmental Defense Fund where he built The Carlyle Group’s first sustainability efforts.

Mr. Hourdajian also sits on the board of the MIT Sloan School of Management Impact Investing Initiative.

Education

B.S. in Chemical Engineering, Columbia University
M.B.A., Massachusetts Institute of Technology

David Jacobs joined Vista Credit Opportunities in 2015 and is responsible for managing the finance and operational objectives for Vista Credit Partners.

Mr. Jacobs was previously a Principal at Kohlberg Kravis Roberts Co. (KKR) where he spent over 10 years as a key contributor to the launch and growth of KKR’s fixed income and alternative investments business, KKR Credit Advisors. While at KKR Credit Advisors, Mr. Jacobs was responsible for managing the portfolio accounting, valuations and investment operations functions, in addition to special project initiatives. Prior to joining KKR in 2005, Mr. Jacobs was a Senior Financial Analyst in the controller’s group at Providian Financial Corporation. Prior to that, Mr. Jacobs was at PriceWaterhouseCoopers, working within the firm’s financial services and investment management practice, where he specialized in alternative investment clients. Mr. Jacobs is also a CPA.

Education

B.S. in Business Administration, emphasis in Finance, San Diego State University

Keith Shoates joined Vista Equity Partners in 2018. Mr. Shoates is responsible for integrating strategic planning, operations, corporate communications and corporate initiatives in support of the firm’s Chairman and CEO, Robert F. Smith.

Prior to joining Vista, Mr. Shoates worked as a Director at Integrity Applications Incorporated (IAI), where he built the firm’s portfolio in Northern Virginia. His primary focus was delivery of enterprise information technology solutions for federal agencies of the U.S. government, with an emphasis on the Department of Defense and the Intelligence Community. Before joining IAI, Mr. Shoates served 24 years in the U.S. Air Force as an acquisition and project management specialist for information technology, satellite, communications, and command and control systems before retiring in 2011 at the rank of colonel.

Mr. Shoates is a member of the Information Technology (IT) Advisory Committee for the Northern Virginia Community College (NVCC).  Composed of senior representatives of IT companies, this committee collaborates with NVCC to define curriculum and programs to develop an enduring pipeline of qualified IT professionals to meet the needs of IT companies within the greater Washington, D.C., metropolitan area. Mr. Shoates is the Founding Director and President of A View From Grace Foundation, which is dedicated to improving financial literacy, with an emphasis on continuous education, personal financial planning, debt reduction, and 529 College Savings Plans for individuals and families.

Education

Master of Military Operational Art and Science, Air University
M.B.A., Chapman University, Argyros School of Business & Economics
Master of Engineering in Electrical Engineering, Cornell University
B.S. in Electrical Engineering, Cornell University

Alexandria Stuart joined Vista in 2017 and is Vice President, Head of Compliance & Senior Counsel, Private Equity. Ms. Stuart is responsible for compliance and regulatory matters for Vista’s private equity strategy and Vista’s consulting firm, Vista Consulting Group.

Prior to joining Vista, Ms. Stuart was an associate in the litigation group of Ropes & Gray in its New York and San Francisco offices. While at Ropes & Gray, Ms. Stuart’s practice focused on representing clients in government investigations and enforcement actions. Prior to joining Ropes & Gray, Ms. Stuart served as an Assistant Attorney General in the Charities Bureau of the New York State Office of the Attorney General where she investigated and prosecuted fraud and abuse involving not-for-profit corporations. Ms. Stuart is a member of the State Bars of New York and California.

Education

B.S. in Mass Communication, Boston University
J.D., The George Washington University Law School

Nancy Whalen joined Vista Equity Partners in 2017. Ms. Whalen is responsible for all aspects of human capital management for employees of Vista Credit Partners and Vista Consulting Group, including setting talent strategy, recruiting, employee engagement and performance management.

Prior to joining Vista, Ms. Whalen was a Vice President at Goldman Sachs, serving as lead Human Resource Business Partner for Enterprise Operations. Before her time with Goldman Sachs, Ms. Whalen served as a senior member of the people analytics team at McKinsey & Company, led recruiting communications at AIG and held Human Resources research and consulting roles at CEB (now Gartner).

Education

B.S. in Industrial and Labor Relations, Cornell University
M.B.A., Stephen M. Ross School of Business, University of Michigan

Colin Rakita joined Vista Equity Partners in 2017. Mr. Rakita is responsible for the structuring of transactions across all of the Vista product lines. He is also responsible for tax compliance for the Vista funds, including global information reporting.

Prior to joining Vista, Mr. Rakita worked in the New York and San Francisco asset management practices at PricewaterhouseCoopers (PwC). While at PwC, Mr. Rakita worked with private equity, hedge fund, regulated investment companies and business development corporations on tax consulting and compliance projects.

Education

B.S. in Business Administration, The Ohio State University

Khalida Ali joined Vista Equity Partners in 2019. Ms. Ali is responsible for developing and delivering the diversity and inclusion strategy and initiatives for Vista Equity Partners.

Prior to joining Vista, Ms. Ali worked at Zendesk as Head of Diversity and Inclusion, where she was responsible for building inclusive and equitable business practices across 15 international offices. Before her time with Zendesk, Ms. Ali was Vice President and Chief of Staff for Bank of America’s Global Head of Campus Recruiting and Junior Talent Management, where she established operational, business management and budgetary procedures for a global team. Prior to Bank of America, Ms. Ali was a Manager of Diversity Analytics at NBCUniversal, where she focused on developing company-wide and business unit specific diversity and inclusion strategies by leveraging workforce analytics and industry trends. Ms. Ali began her career at Morgan Stanley.

Education

B.A. in Economics, Spelman College, magna cum laude

John Coyle joined Vista Equity Partners in 2016 and is a Director. Mr. Coyle manages the financial operations and reporting of Vista’s credit funds.

Prior to joining Vista, Mr. Coyle worked as Assistant Controller at WMD Asset Management, where he was responsible for the financial operations and reporting for the investment funds. Before his time at WMD, he worked as a Manager of Investment Operations at KKR, where he was responsible for investment operations and performance reporting of KKR’s credit funds. Prior to KKR, Mr. Coyle worked as a Staff Accountant at Rothstein Kass.

Education

B.A. in Business Economics and Spanish, UC Santa Barbara

Domini Floyd joined Vista Equity Partners in 2019. Ms. Floyd is responsible for overseeing business systems operations and strategy across all functions at Vista Equity Partners.

Prior to joining Vista, Ms. Floyd worked as the Director of IT at White Oak Global Advisors, where she served as the chief technical liaison for all application lifecycles, new platform procurement and vendor management. Before her time at White Oak Global Advisors, Ms. Floyd worked as a Consulting Manager at Strategic Growth, Inc., where she developed CRM implementation roadmaps for customers in the financial services, manufacturing and software industries. Prior to Strategic Growth, Inc., Ms. Floyd served in Sales Operations leadership roles at companies such as Siemens Industry and Citrix Systems, where she focused on CRM strategy, sales methodology efficiency and BI strategy.

Education

B.S. in Business Administration, University of Central Florida

Linda Ly joined Vista Equity Partners in 2016. Ms. Ly is responsible for managing accounting operations and financial reporting related to Vista Equity Partners and Vista Consulting Group.

Prior to joining Vista, Ms. Ly worked at Franklin Templeton Investments as a Manager of Financial Reporting, where she focused on SEC and global reporting. Before her time with Franklin Templeton Investments, Ms. Ly worked at BRE Properties Inc. as a Manager of Financial Reporting. She started her career at KPMG in the company’s Audit Practice. Ms. Ly is also a licensed CPA (inactive).

Education

B.S. in Business Economics, UCLA

Lucy Neugart joined Vista Equity Partners in 2019. Ms. Neugart is responsible for the firm’s communications strategies and internal and external event programs.

Prior to joining Vista, Ms. Neugart worked as an independent consultant advising companies in technology and other sectors on public relations and marketing initiatives. Prior, she worked at the San Francisco office of Sard Verbinnen & Co. as a Principal, where she provided strategic communications counsel to senior management at a range of organizations, from large public companies to small technology startups and private equity firms.

Education

L.L.B. in Law with American Law, University of Nottingham and University of Texas, Austin

Fiona Rees joined Vista Equity Partners in 2015. Ms. Rees manages the financial operations and reporting of Vista’s private equity funds.

Prior to joining Vista, Ms. Rees worked at VMG Partners as the Controller and was responsible for the financial operations and reporting for the investment funds. Prior to joining VMG Partners, Ms. Rees worked at Deloitte & Touche as a Senior Tax Consultant specializing in financial services. Ms. Rees is also a licensed CPA (inactive).

Education

B.S. in Economics and Communications, UC Davis

Priya Saraswati joined Vista Equity Partners in 2019. Ms. Saraswati is responsible for leading the firm’s business development team and growing the outbound proprietary sourcing strategy.

Prior to joining Vista, Ms. Saraswati was an investment banker at KeyBanc Capital Markets (formerly Pacific Crest Securities) in San Francisco, where she focused on sourcing and advising enterprise software companies.

Education

B. Commerce, University of Alberta

Yazhi Smith joined Vista Equity Partners in 2019. Ms. Smith is responsible for overseeing IT portfolio management, IT procurement and IT information security for Vista Equity Partners.

Prior to joining Vista, Ms. Smith worked at Rackspace Hosting Inc., where she served in several roles including Director of the Project Management Office (PMO) and Director of Program Management, where she led Rackspace’s corporate PMO function. Before her time with Rackspace, Ms. Smith held multiple Technical Program Management positions at companies such as Intuit, Shaw Telecommunications and IBM.

Education

B.S. in Computer Science, University of Auckland

Rachel Stark joined Vista Equity Partners in 2015. Ms. Stark is responsible for managing financial reporting, planning and analysis for the firm.

Prior to joining Vista, Ms. Stark worked as a Finance Manager for Athleta. Before her time with Athleta, Ms. Stark worked at VF Corporation and Guess? in FP&A, and started her career at PricewaterhouseCoopers in the audit practice.

Education

B.A. in Business Economics, Emphasis in Accounting, University of California, Santa Barbara
M.B.A., UCLA Anderson School of Management

Carter Tatum joined Vista Equity Partners in 2018. Ms. Tatum is responsible for all recruiting efforts related to the hiring of investment professionals and business operations and support roles.

Prior to joining Vista, Ms. Tatum led investment professional recruiting at H.I.G. Capital. Before her time at H.I.G., Ms. Tatum was a Business Manager in the Asian Art department at Christie’s and managed professional development and staffing at McKinsey & Company in the Business Technology Office (now McKinsey Digital).

Education

B.A. in Plan II Liberal Arts Honors and B.S. in Corporate Communications, University of Texas at Austin
M.A. in History of Art and the Art Market, Christie’s Education

Kristine Jurczyk joined Vista Equity Partners in 2013. She helped found Vista Credit Partners and assists with managing the firm’s credit platform and its various funds.

Prior to joining Vista, Ms. Jurczyk served as a Team Leader at Antares Capital (Antares), the former middle-market sponsor finance platform of GE Capital, and was previously at Merrill Lynch Capital prior to its acquisition by Antares. At Antares and Merrill Lynch Capital, she managed all facets of the deal process from origination, underwriting, and structuring, to portfolio management of leveraged cash flow loans across a diverse set of industries. Before her time at Merrill Lynch Capital, Ms. Jurczyk worked at Arthur Andersen in the Transaction Advisory Group, performing accounting and financial due diligence analysis on behalf of private equity firms. She has more than 20 years of leveraged buyout experience, representing the evaluation and execution of more than $30 billion in debt transactions.

Education

B.A. in Accountancy from Gustavus Adolphus College
M.B.A. from the University of Chicago Booth School of Business

Joshua Niedner joined Vista Credit Partners in 2015. He assists with managing the firm’s credit platform and its various funds.

Prior to joining Vista, Mr. Niedner spent 14 years at Madison Capital Funding, where he was Managing Director, a member of the firm’s Investment Committee and Strategy Committee, and head of the investment management group and CLO platform. Mr. Niedner also previously served as Madison’s head of loan buying and as a Team Leader, managing all facets of direct lending deal processes including origination, underwriting, structuring and portfolio management of leveraged loans across a diverse range of industries. Before his time with Madison, Mr. Niedner worked at Bank One (now J.P. Morgan) in various groups, including middle market syndications and private placements, sponsor finance, healthcare finance, commercial lending and real estate finance. He has more than 20 years of credit investing experience.

Education

B.S. in Finance from Indiana University

Pete Fisher joined Vista Credit Partners in 2019. Mr. Fisher is responsible for evaluating special situation credit investments, including traded securities as well as private investment opportunities.

Prior to joining Vista in 2019, Mr. Fisher served as Managing Director in the Distressed Credit team at PointState Capital LP, where he was responsible for sourcing, initiating and managing investment ideas in credit and equities. Before his time with PointState Capital, Mr. Fisher was an Associate at GSO Capital Partners, Blackstone’s global credit investment platform, where he focused on illiquid and private investment opportunities across multiple fund strategies. Prior to GSO Capital Partners, Mr. Fisher worked at Deutsche Bank, most recently as an Investment Banking Associate in the Leverage Finance Group.

Education

B.A. in Political Economy, Georgetown University

Alexander Hughes joined Vista Credit Partners in 2019. Mr. Hughes is responsible for evaluating and underwriting both public and private investment opportunities across Vista’s credit platform.

Prior to joining Vista, Mr. Hughes served as a Vice President at Ares Management in the company’s Credit group. Before his time with Ares Management, he was an Analyst at Bank of America Merrill Lynch in the Leveraged Finance division, where he assisted in underwriting and syndicating public and private debt facilities to support transactions, including corporate mergers and acquisitions, leveraged buyouts and dividend recapitalizations.

Education

B.A. in Economics, Vanderbilt University

Amy Mathews joined Vista Credit Partners in 2021.

Prior to joining Vista, Ms. Mathews spent 14 years at Goldman, Sachs & Co., where she was a Vice President in the Technology, Media and Telecom group leading their Venture Capital Coverage effort. Before her time with the investment banking group, Ms. Mathews was in the Global Markets Division where she covered institutional clients including mutual funds, hedge funds and technology-related crossover funds with both public and private investing mandates. Prior to Goldman Sachs, Amy worked at Intel for five years in a variety of sales, marketing and technology manufacturing roles.

Education

B.B.A. in Marketing and Computer Applications, University of Notre Dame

Ryan Mingo joined Vista Credit Partners in 2019. Mr. Mingo is responsible for investments in syndicated and tradeable credit, including primary transactions and secondary-market opportunities.

Prior to joining Vista, Mr. Mingo served as a Managing Director and Credit Analyst at Oz Management, where he was responsible for sourcing, analyzing and structuring corporate credit investments. Before his time with Oz Management, Mr. Mingo worked at Canaras Capital Management as an Analyst and at KPMG as an Economic and Valuation Services Associate.

Education

B.A. in Chinese and Economics, University of Notre Dame

Brendan Renehan joined Vista Credit Partners in 2018.

Prior to joining Vista, Mr. Renehan worked at Ares Management in the Direct Lending division for four years, most recently as a Senior Associate. While at Ares, Mr. Renehan underwrote and maintained credit facilities for corporate and sponsor-backed companies across a wide array of industries, including software, healthcare and business services, among others. In addition to his credit responsibilities, Mr. Renehan also assisted in strategic endeavors of the firm, including portfolio acquisitions and fundraising activities. Before his time with Ares Management, Mr. Renehan was an Analyst at Bank of America Merrill Lynch in the Leveraged Finance division, where he assisted in underwriting and syndicating public and private debt facilities with transactions including corporate mergers and acquisitions, leveraged buyouts, dividend recapitalizations and refinancings.

Education

B.A. in Political Economy, Georgetown University

Lendell Thompson joined Vista Credit Partners in 2017.

Prior to joining Vista, Mr. Thompson worked at Wells Fargo Capital Finance as Managing Director, where he managed a portfolio of senior secured loans for private and public software companies, managed customer relationships, structured and underwrote financings for leveraged buyouts, dividend recapitalizations, acquisitions and funding growth, and refinanced existing corporate debt. He also helped found Wells Fargo’s Technology Finance division and was a member of the division’s Credit Committee. Before his time with Wells Fargo, Mr. Thompson worked at the Federal Reserve Bank of New York, where he evaluated cross-border financial investment flows.

Education

B.A. in Economics, Columbia University
M.B.A., UCLA Anderson School of Management

Ryan Crabtree joined Vista Credit Partners in 2018.

Prior to joining Vista, Mr. Crabtree worked as a Lead Financial Analyst at GE Capital in the Industrial Finance group, as well as completed GE’s Financial Management Program.

Education

B.B.A. in Finance and Economics, University of Iowa

Erin Myers joined Vista Credit Partners in 2016.

Prior to joining Vista, Ms. Myers worked as an actuary at Blue Cross Blue Shield, where she worked within the pricing team, creating monthly financial and membership forecasts, and establishing monthly reserve levels within the valuation team. Ms. Myers held additional responsibilities while at Blue Cross Blue Shield, including the preparation of quarterly and annual exhibits for audit purposes.

Education

B.S. in Actuarial Science and Applied Statistics, Purdue University

Tom Abernethy joined Vista Credit Partners in 2017.

Prior to joining Vista, Mr. Abernethy worked at SunTrust Robinson Humphrey, where he worked in the Debt Capital Markets group.

Education

B.A. in Economics, Davidson College

Mimi Messawer joined Vista Credit Partners in 2019.

Prior to joining Vista, Ms. Messawer served as an Analyst in the Global High Yield group at Barings, where she focused on the Industrials sector.

Education

B.B.A. in Finance, Terry College of Business, University of Georgia

Doug Owens became Managing Director of Business Systems, Finance and Administration for Vista Consulting Group in 2021. Mr. Owens previously served as Senior Vice President of Operations at Vista Equity Partners and was a member of the private equity Flagship team, joining the firm in 2019.

Prior to rejoining Vista in 2019, Mr. Owens was CFO at PDI Software, where he was responsible for the finance, accounting and risk management aspects of the business. Before PDI, Mr. Owens was Managing Director and Program Director at Vista Consulting Group, where he led the Finance and Administration practice. Prior to Vista Consulting Group, Mr. Owens was Vice President and Divisional CFO at NCR Corporation, where he oversaw the company’s hospitality industry. Mr. Owens began his career as a Certified Public Accountant at EY.

Education

B.S. in Accounting, Bloomsburg University of Pennsylvania
M.B.A. in Finance, American University

Kevin Sofield joined Vista Equity Partners in 2013. Mr. Sofield is responsible for managing all portfolio company financing activities, from original buyout to recapitalization, and including acquisition and refinancing activities. Additionally, Mr. Sofield serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform.

Prior to joining Vista, Mr. Sofield spent over a decade in the Leveraged Finance group at Goldman, Sachs & Co., culminating in his role as Managing Director and Head of West Region Leveraged Finance. In this role, he advised corporate and sponsor clients on all manners of financing, including asset-based loans, traditional bank loans, institutional loans, high yield bonds and hybrid structures. Mr. Sofield began his career as an Officer in the United States Navy.

In addition to his work at Vista, Mr. Sofield serves as a Board Member of the Special Operations Warrior Foundation of Tampa, Florida.

Education

B.S. in Aerospace Engineering, United States Naval Academy, with Distinction
M.B.A., Robert H. Smith School of Business, University of Maryland

John Seni joined Vista Equity Partners in 2014. Mr. Seni is responsible for managing portfolio company financing activities, including buyouts, recapitalizations, acquisition financing and refinancing. Prior to his role as Senior Vice President of Capital Markets, Mr. Seni served as a Senior Vice President in the Office of the CEO where he managed firm strategy, operations, investor relations and corporate communication initiatives in support of Vista’s Founder, Chairman and Chief Executive Officer, Robert F. Smith.

Prior to joining Vista, Mr. Seni worked as a Director at Barclays where he helped to build out the firm’s international equity trading capabilities in New York. His primary focus was on Europe, Asia and emerging markets. Before his time with Barclays, Mr. Seni worked for over a decade at Goldman, Sachs & Co., most recently as an Executive Director in European Equity Trading in London.

Education

B.A. in English, Dartmouth College

Clifford K. Chiu joined Vista Equity Partners in 2015 as a Senior Advisor to the Firm. Mr. Chiu also now serves as a Senior Advisor to Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Additionally, Mr. Chiu sits on the boards of Acquia, Allvue Systems, Apptio, Finastra, Fusion Risk Management, LogicMonitor and TIBCO.

Outside of Vista, Mr. Chiu is a corporate director and private investment firm senior advisor, as well as a board or committee appointee to government bodies and non-governmental organizations in financial services, enterprise software, data and technology-enabled solutions, healthcare, education, social welfare and the arts located throughout the United States and Hong Kong.

Prior to joining Vista, he was a partner at Kohlberg Kravis Roberts & Co. (KKR) where he founded and led capital raising and investor relations for the Asia Pacific region. Mr. Chiu also serves as a senior advisor to Neuberger Berman Group (and member of NSBH) in Hong Kong, and is a public appointee on the Advisory Panel of Cyberport.hk. Additionally, Mr. Chiu is a member of the National Committee on United States-China Relations. He was appointed to the Policy Research Committee and then the Market Development Committee of the HK Financial Services Development Council (FSDC) from inception in 2013 until its January 2019 incorporation, as well as the Investment Committee of the West Kowloon Cultural District Authority from 2013 until his final term expired in December 2020.

With a career spanning four decades, Mr. Chiu previously served as a managing director and head of Asian institutional business at JP Morgan Asset Management, and as managing director and head of Hong Kong investment banking and before then co-head of Japan investment banking at Salomon Smith Barney/Citigroup and its predecessors based in New York, Hong Kong and Tokyo. He is a former director and audit committee member of Hsin Chong Construction Group (Hang Seng: 0404.HK), Cambium Learning Group (Nasdaq: ABCD), where he chaired the special independent committee associated with its December 2018 acquisition, the Regulatory Data Corp. until its sale to Moody’s Corp. in January 2020, Infoblox, Inc. until its investment by Warburg Pincus in December 2020, and Ping Identity Inc. (NYSE: PING). Additionally, Mr. Chiu served as a director of the Hong Kong Hospital Authority’s United Christian Hospital and Tseung Kwan O Hospital for over a decade, and as treasurer of the New York City Mission Society.

Mr. Chiu is a director or trustee of the Seton Fund, Greater Austin Asian Chamber of Commerce, Health Alliance for Austin Musicians (HAAM) and St. James Settlement. A lifelong champion of education and healthcare, Mr. Chiu has served on the global advisory boards of the Weingarten Learning Resources Center at the University of Pennsylvania and of the University of Chicago Booth School of Business where in 2015 he was appointed the first “distinguished executive-in-residence” at its Hong Kong campus. Through the Clinton Global Initiative, Mr. Chiu launched a 2015 commitment to action, “K-12 Learning Through Global Connectivity” in language arts and STEM skills. Mr. Chiu also endowed annual scholarships at his alma maters Chicago Booth and the University of Pennsylvania as well as the Hong Kong University Medical School, Pomona College, and the Tuck School of Business at Dartmouth, for which collectively Mr. Chiu is credited for mentoring hundreds of students and alumni. Additional community partnerships for Mr. Chiu include Dell Seton and Ascension Seton Medical Centers in student mental health and underinsured COVID-19 pandemic patients. In 2020, Mr. Chiu’s first-ever OpEd entitled “We Must Denounce Hate Against Asian-Americans” was published in the Austin American-Statesman, which inspired the City of Austin, Texas’ Proclamation of October 1st as Asian American/Pacific Islander Community Day.

Education

B.S. in Economics, University of Pennsylvania, Wharton School of Business
M.B.A., University of Chicago Booth School of Business

Viet Nguyen joined Vista Equity Partners in 2020. Mr. Nguyen leads Vista’s investor engagement and development efforts in the Middle East and Latin America.

Prior to joining Vista, Mr. Nguyen served as Managing Director at Riverstone Holdings, where he focused on capital raising initiatives and led coverage of the firm’s sovereign wealth fund and international investor relationships. Before his time at Riverstone Holdings, Mr. Nguyen worked at Wendel North America, where he was a founding member of the investment team. Prior to Wendel North America, Mr. Nguyen worked at Advent International on the private equity investment team and started his career in investment banking at Goldman Sachs.

Mr. Nguyen serves on the Board of STREETS International, a non-profit organization founded to provide culinary and hospitality education for disadvantaged youth in Vietnam.

Education

B.S. in Finance and Accounting, Stern School of Business, New York University

Christine Pastore joined Vista Equity Partners in March 2013. Ms. Pastore leads Vista’s Capital & Partner Solutions efforts and is responsible for large, strategic relationships across the Vista platform.

Prior to joining Vista, Ms. Pastore spent over seven years as the Co-Head of Alternative Investments and Head of Private Equity for the New Jersey Division of Investment (NJDOI), a pension plan with over $70 billion in assets. While at NJDOI, she was responsible for directing the alternative investments program, valued at over $16 billion. In her last two years as the Co-Head of Alternatives, Ms. Pastore created one of the largest opportunistic strategic separate accounts within the public pension plan community. During her first five years, Ms. Pastore built New Jersey’s newly created private equity program, where she was responsible for devising the annual investment plan, sourcing, due-diligence, contract negotiations and monitoring of the portfolio. Ms. Pastore served on more than 25 advisory boards while at NJDOI. Prior to that, Ms. Pastore served for over 15 years as a legislative staff member, and in her last role, held the post of Deputy Budget Director for the New Jersey General Assembly.

Education

B.S. Business Administration, Finance, Rider University
M.B.A., Concentration Finance, Rider University

Jeff Russell joined Vista Equity Partners in 2018. Mr. Russell is responsible for leading Vista’s Capital & Partner Solutions engagement and client development efforts throughout Canada and the Northeast United States.

Prior to joining Vista, Mr. Russell spent 11 years at The Park Hill Group as a Principal, where he was responsible for the distribution of private markets products in New York and for the project management of European capital-raising mandates in London. Before his time with Park Hill, Mr. Russell was an Equity Research Associate at Credit Suisse First Boston in London and Madrid, where he covered Pan-European Financial Institutions, Asset Managers and Spanish Banks.

Education

H.B.A. in Business Administration, University of Western Ontario

Cheryl Cecchini Leahy joined Vista Equity Partners in 2019 and is a Senior Vice President. Ms. Leahy is responsible for leading Vista’s Capital & Partner Solutions engagement and client development efforts throughout the Western Region of the United States.

Prior to joining Vista, Ms. Leahy served as Principal of Business Development and Strategy at TPG Sixth Street Partners, where she was responsible for capital raising, investor relations and strategy. Before her time with TPG Sixth Street Partners, Ms. Leahy worked at Goldman Sachs as a Vice President where she was a trader on the Leveraged Loan desk and a member of the Hedge Fund Strategies investment team. Prior to Goldman Sachs, Ms. Leahy worked at Merrill Lynch as an Analyst in the Investment Banking practice.

Education

B.S. in Finance and Accounting, Georgetown University

Drew Tate joined Vista Equity Partners in 2009. Mr. Tate is responsible for working with Vista’s investor base on co-investment and direct investment opportunities across investment platforms.

Mr. Tate was previously a member of Vista’s Flagship Fund and Foundation Fund teams. He was actively involved in the firm’s investments in Advicent, Aptean, Finastra, Four Winds Interactive, NAVEX Global, P2 Energy Solutions, Solera, Social Solutions, Stats Perform, Sunquest Information Systems, The ACTIVE Network, Vivid Seats and Zywave.

Prior to joining Vista, Mr. Tate worked in the Business Services & Technology group at Baird in Chicago. While at Baird, Mr. Tate advised clients in verticals including software, communications, IT services and human capital services, among others. These projects included mergers, acquisitions, divestitures, public and private equity financings, and other advisory activities.

Education

B.S. in Business Administration, Concentration in Finance, University of Colorado Boulder, with high distinction

Juliet Zawedde joined Vista Equity Partners in 2021. Ms. Zawedde focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout Canada and the Northeast Region of the United States.

Prior to joining Vista, Ms. Zawedde served as a Principal and Growth Equity Product Specialist at KKR, where she was responsible for leading capital raising efforts across the firm’s Growth Equity and Global Impact strategies. Before her time at KKR, Ms. Zawedde was an Assistant Vice President in the Hedge Fund Origination Sales Group at Barclays, where she focused on acquiring and increasing market share with the firm’s hedge fund clients.

Outside of her work at Vista, Ms. Zawedde serves on the Junior Leadership Board of Sponsors for Educational Opportunity (SEO).

Education

B.A. in Economics, Boston College
M.B.A, The Wharton School, University of Pennsylvania

Ian MacGregor joined Vista Equity Partners in 2021.

Prior to joining Vista, Mr. MacGregor worked as an Investment Banking Senior Associate at Greenhill & Co. on the Capital Advisory team. Before Greenhill, he worked as an Investment Banking Associate on the M&A team at MHT Partners (Cowen Inc.) and before that at Aeris Partners, where he advised SaaS and Enterprise Software companies. Prior to this, Mr. MacGregor was a Senior Investment Associate at Cambridge Associates where he was responsible for evaluating private equity funds and managing private investment portfolios on behalf of institutional investors.

Education

B.A. in Philosophy, Trinity College, with faculty honors
M.B.A., McCombs School of Business, University of Texas at Austin