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

Lauren Dillard joined Vista Equity Partners in 2022 as Chief Financial Officer. Ms. Dillard 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, Ms. Dillard spent over two decades across the financial services and technology sectors. She most recently served as Executive Vice President of Investment Intelligence for Nasdaq and was responsible for leading the strategic direction of the fast-growing division, driving expansion across Nasdaq’s index. Before Nasdaq, Ms. Dillard spent 17 years at The Carlyle Group, serving, most recently, as Partner and Head of the Investment Solutions unit, overseeing more than $40 billion in assets and 200 professionals across offices in six countries. She also served as a member of Carlyle’s Management Committee and played significant roles on other leadership committees during her tenure. Prior to Carlyle, Ms. Dillard worked in the tax practice of Arthur Andersen.

Education

B.S. in Accounting, University of Richmond

Rachel Arnold has over two decades of experience investing in and scaling growth at market leading software companies. Ms. Arnold is Co-Head of the Vista Endeavor 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 Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. She currently sits on the boards of BigTime, BlueConic, Jebbit, RadarFirst, Tripleseat and Zapproved, and is involved with the firm’s investments in ComplySci, Dispatch, Kazoo and mabl. She was actively involved with the firm’s investments in AGDATA, Autotask, BigMachines, Bonterra, Bullhorn, Kibo, Lanyon, Lone Wolf, Naviga, PeopleAdmin, Relias Learning and SecureLink.

Prior to joining Vista Equity Partners in 2012, Ms. Arnold held executive positions at four Vista companies. Her roles have included interim CEO at Bonterra (formerly 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 and also serves as Treasurer and Trustee for The Contemporary Austin. She previously served on the National Board for Friends of the Children.

Education

B.A. in International Business, Linfield College

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), Ping Identity (NYSE: PING), PlanSource, Securonix, SmartBear, Stats Perform and TripleLift. He was also actively involved in the firm’s investments in Advicent, Forcepoint, Mediaocean, MRI Software, Numerator, SirsiDynix, Sunquest Information Systems, Vertafore, Websense and Zywave. Mr. Fosnaugh is Co-Head of the Chicago office. 

Mr. Fosnaugh is a thought leader within the investing and enterprise software communities, having been featured in PEI’s Investing in Technology report, where he was joined by Vista’s Founder, Chairman and CEO Robert Smith, along with Vista’s Co-Head of Flagship Fund and Senior Managing Director, Monti Saroya. Read their interview here.

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

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 RocketLawyer and a board observer of several portfolio companies of VCP. He is a former board member of Meltwater, a VCP realized investment. Additionally, he serves on the board of Intrensic, a SaaS software company, and on the board of DREAM, a nonprofit serving youths in New York City.

Education

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

Pete Fisher joined Vista Credit Partners in 2019 and is a member of the VCP Investment Committee. His primary focus is VCP’s non-sponsored and secondary-market investment opportunities.

Prior to joining Vista in 2019, Mr. Fisher served as Managing Director at PointState Capital LP, where he was responsible for sourcing, initiating and managing distressed or special situations investments in credit and equities with a focus in the technology, telecom and media sectors. Before his time with PointState Capital, Mr. Fisher worked at GSO Capital Partners, Blackstone’s global credit investment platform, where he focused on illiquid and private credit opportunities across multiple fund strategies. Prior to GSO Capital Partners, Mr. Fisher worked at Deutsche Bank in the Leverage Finance Group, and began his career at SPP Capital Partners.

Education

B.A. in Political Economy, Georgetown University

Kristine Jurczyk joined Vista Equity Partners in 2013 as a co-founder of Vista Credit Partners. She assists with managing the firm’s credit platform, raising and structuring the funds’ liabilities and is a voting member of the VCP Investment Committee.

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 credit facilities to sponsor-backed companies 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.

Education

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

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 Dispatch, iN2L, Kazoo, OfficeSpace and Zapproved. Ms. Stewart was also actively involved with the firm’s investments in Accruent, AGDATA, Bullhorn, Lone Wolf, Mitratech and SecureLink.

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

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

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

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 (NASDAQ: CVT), Drift, Finastra, Gainsight, iCIMS, Infoblox, Mindbody, Olive, Pipedrive, Pluralsight, PowerSchool (NYSE: PWSC), Salesloft, Solera, TIBCO, Upside and Xactly. Mr. Saroya is also actively involved in the firm’s investments in Jio and Vivid Seats (NASDAQ: SEAT) and was actively involved in the firm’s investments in Datto, Marketo, SumTotal, The ACTIVE Network, Transfirst, Turaz and Zywave.

Mr. Saroya is a thought leader within the investing and enterprise software communities, having been featured in PEI’s Investing in Technology report, where he was joined by Vista’s Founder, Chairman and CEO Robert Smith, along with Vista’s Co-Head of Flagship Fund and Senior Managing Director, Michael Fosnaugh. Read their interview here.

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

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 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. Severson currently sits on the boards of AGDATA, AlertMedia, ARCOS, Assent Compliance, Bonterra, Four Winds Interactive, Granicus, Kibo, Power Factors, Sonatype, StarRez, TigerConnect 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

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, iCIMS, PlanSource and Securonix.

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

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), Ping Identity (NYSE: PING), Quickbase, Securonix and TripleLift. Mr. Aliabadi was also actively involved with the firm’s investments in Aderant, BigMachines, Forcepoint, Mediaocean, 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 developing 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

Adrian Alonso joined Vista Equity Partners in 2009 and is currently a member of the private equity Flagship team. Mr. Alonso 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 sits on the boards of Advanced, CentralSquare, EagleView, iCIMS, Mindbody and Pluralsight, and is involved in the firm’s investment in Jio. He was also actively involved in the firm’s investments in Aptean, Omnitracs, Sovos Compliance, SumTotal Systems and TransFirst.

Prior to joining Vista, Mr. Alonso worked in the Technology, Media and Telecommunications group of Goldman, Sachs & Co. While at Goldman, Mr. Alonso advised technology and media companies on a broad range of transactions, including mergers, acquisitions, divestitures, financings and other corporate restructuring activities.

Education

B.S. in Business Administration, University of Southern California, cum laude

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, Critical Start, ESO Solutions, Granicus, LogicMonitor, Menlo Security, TigerConnect and Tribute Technology. He was also formerly on the boards of or actively involved with the firm’s investments in Allocate, Autotask, Bullhorn, Main Street Hub, Relias Learning, Return Path and Wrike. 

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 ARCOS, Four Winds Interactive, Granicus, LogicMonitor, Naviga and Tomia. He was also actively involved in the firm’s investments in Advanced, Allocate, PeopleAdmin, RDC, Trintech and Wrike. Mr. Bolin is an active board observer for Assent and Menlo Security.

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

David Bonnette joined Vista Equity Partners in 2017 and is currently a member of the private equity Foundation team. Mr. Bonnette currently sits on the boards of AlertMedia, Aptean, Khoros, Kibo, Sonatype and TigerConnect. He was also actively involved with the firm’s investments in Lone Wolf, PeopleAdmin and Zego (Powered by PayLease). 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 and serves on the advisory board and is a mentor for the Posse Foundation. He also serves on the advisory board of HeadCount.  

Education

B.A. in Business Management, Keene State College
International Business, Oxford Brookes 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 Fusion Risk Management, RadarFirst and Tripleseat. Mr. Cho was also actively involved with Vista’s investments in BigMachines, ComplySci, Naviga, P2 Energy Solutions, Regulatory DataCorp, Surgical Information Systems, Trintech 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

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 Greenway Health, Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF) and Mindbody.

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

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 Solera and Stats Perform. He was also actively involved in the firm’s investments in AGDATA, Bonterra, EagleView, Omnitracs, The ACTIVE Network, Upserve, Vivid Seats (NASDAQ: SEAT) 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 a member of the private equity Foundation team. Ms. Eaton currently sits on the boards of Acquia, Applause, BetterCloud, ESO Solutions, Power Factors, Quickbase, SmartBear, Tribute Technology and Vena Solutions.

Prior to joining Vista, Ms. Eaton served as Chief Executive Officer at Aptean, 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

Stephanie Alger joined Vista Credit Partners in 2021.

Prior to joining Vista, Ms. Alger was Managing Director and Global Head of the Equity Derivatives and Financing Platform at Bank of America Merrill Lynch (now BofA Securities), where she was previously Managing Director and Head of Americas Equity Structuring. During her 16 year tenure at BofA, Ms. Alger held a variety of roles including in Leverage Finance, Portfolio Management and Global Portfolio Strategies with leadership roles in Risk, Stress Testing, Global Banking Data and Global Markets.

Education

B.S. in International Business and Finance, The University of South Carolina

Justin Hirsch joined Vista Equity Partners in 2016 and oversees the firm’s strategic priorities, balance sheet and principal investments. Mr. Hirsch manages the firm’s capital structure, risk levels and growth initiatives. He is also involved with investment structuring and serves as an ex-officio member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction.

Prior to Vista, Mr. Hirsch worked 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 transactions group at Macquarie Capital.

Education

B.A. in Human Biology, Stanford University

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

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

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 2013. Ms. Pastore 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 $90 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

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 Assent and StarRez and works with the firm’s investment in Vena Solutions. He was also actively involved with the firm’s investment Zego (Powered by PayLease).

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

Jeff Russell joined Vista Equity Partners in 2018 and 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 was a Principal at Park Hill Group, where he was responsible for the distribution of private markets products in New York and 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, where he covered pan-European financial institutions, asset managers and Spanish banks.

Mr. Russell also sits on the Ivey Advisory Board, which helps further the mission and aims of Ivey Business School.

Education

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

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 $94 billion and oversees a portfolio of more than 80 enterprise software, data and technology-enabled companies that employ over 90,000 people worldwide. Since Vista’s inception, Mr. Smith has supervised over 585 completed transactions representing more than $276 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 Cvent (NASDAQ: CVT), EagleView, Jamf (NASDAQ: JAMF), Ping Identity (NYSE: PING), Solera and Stats Perform.

Read more about David A. Breach

Education

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

Thomas Hogan joined Vista Equity Partners in 2021 and is currently a member of the private equity Flagship team. Mr. Hogan currently sits on the boards of Drift, Gainsight, Infoblox and Pluralsight.

Prior to joining Vista, Mr. Hogan served as Chairman and Chief Executive Officer of Kony, a PE-owned global leader in digital banking, from 2014 to its ultimate sale to Temenos in October 2019. Prior to Kony, Mr. Hogan held a variety of senior technology positions including Executive Vice President of Sales and Marketing at Hewlett Packard (“HP”), Executive Vice President of Software at HP, and Executive Vice President at CSC. Additionally, Mr. Hogan served as Chief Executive Officer of Vignette, the market-leading content management company, as well as Head of WW Sales at Siebel Systems after beginning his career at IBM. Mr. Hogan is a member of the Citrix Board of Directors.

Education

B.S. in Biomedical Engineering, University of Illinois at Urbana-Champaign
Master of Management, with Distinction, Finance and International Business, Northwestern 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 (NASDAQ: CVT), 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

Melissa Griffiths joined Vista Credit Partners in 2021.

Prior to joining Vista, Ms. Griffiths was Managing Director of Closing and Loan Operations at Anchorage Capital Group, focusing on transaction management covering special situations, corporate restructurings and trade claims. Before Anchorage, Ms. Griffiths worked at Citi in the Distressed Debt Closing group.

Education

B.A. in International Relations, University of Delaware

Jamie Ford joined Vista Equity Partners in 2000. Mr. Ford is currently a Co-Head of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. Mr. Ford also 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, as well as serving as a member of Vista’s Compliance Committee. In addition, Mr. Ford helped found and continues to have management oversight of Vista Public Strategies. Previously, Mr. Ford served as Vista’s Chief Operating Officer and as President of Vista Credit Partners. Mr. Ford currently sits on the board of Ellucian and is actively involved in Vista’s investment in Accelya. Mr. Ford was previously a member of the Vista Flagship Fund and its Investment Committee and was actively involved in the firm’s 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 the Boys & Girls Clubs of San Francisco.

Education

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

Jim Hickey joined Vista Equity Partners in 2008. Mr. Hickey is currently a Co-Head 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, Ellucian and Greenway Health. He was also actively involved with the firm’s investments in Aderant, Aptean, BigMachines, Brainware, EagleView, Navex, Numerator, SirsiDynix and Zywave. 

Prior to joining Vista, Mr. Hickey spent 25 years at William Blair & Company, including 14 years heading up its 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

Alexander Hughes joined Vista Credit Partners in 2018. Mr. Hughes is responsible for the origination and evaluation of both private and public investments across Vista’s credit platform.

Prior to joining Vista, Mr. Hughes worked at Ares Management in the Credit division for over five years, most recently as a Vice President. While at Ares, Mr. Hughes underwrote and maintained credit facilities for corporate and sponsor-backed companies across a wide array of industries. In addition to his credit responsibilities, Mr. Hughes also assisted in strategic endeavors of the firm, including portfolio acquisitions and fundraising activities. Before his time with Ares Management, Mr. Hughes was an Analyst at Bank of America Merrill Lynch in the Leveraged Finance division.

Mr. Hughes is responsible for coverage of VCP’s investments in C2FO, Deepwatch, Housecall Pro, MessageBird and TripActions, among others.

Education

B.A. in Economics, Vanderbilt University

Angela Pecoraro joined Vista Equity Partners in 2021 and is currently a member of the private equity Foundation 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 currently works with the firm’s investment in Power Factors. He was actively involved in Vista’s investments in 7Park Data, Advicent, Applause, Applied Systems, BigMachines, Brainware, MRI Software, Omnitracs, SER, SirsiDynix, Solera, Sovos Compliance, Stats Perform, Vertafore, Xactly and Zywave.

Prior to joining Vista, Mr. Sowul worked in the technology investment banking groups at Goldman, Sachs & Co. and Deutsche Morgan Grenfell.

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

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

Daniel Arce-Yee joined Vista Public Strategies in 2021.

Prior to joining Vista, Mr. Arce-Yee was a Vice President at Goldman Sachs. Before Goldman Sachs, Mr. Arce-Yee was an Analyst at UBS.

Education

B.A. in Legal Studies, Bucknell University

Jeremy Mekdhanasarn joined Vista Public Strategies in 2016 and is responsible for sourcing and evaluating public and late-stage private investments. Mr. Mekdhanasarn was actively involved with the firm’s investments in Outreach, SentinelOne and UiPath.

Prior to joining Vista, Mr. Mekdhanasarn was a Senior Analyst at Criterion Capital Management, where he worked across a variety of sectors and aided in strategic endeavors, including the launch of a software-dedicated fund. Before his time with Criterion, Mr. Mekdhanasarn was an Analyst at Qatalyst Partners, where he advised technology clients on mergers and acquisitions.

Education

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

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

Blake Ramsden joined Vista Public Strategies in 2022.

Prior to joining Vista, Blake worked as an Investment Banking Analyst at Union Square Advisors, where he was responsible for providing M&A advisory and executing capital markets transactions for clients across the software, IT infrastructure and digital media sectors.

Education

B.A. in Business Administration, Richard Ivey School of Business, University of Western Ontario
B.E. in Mechanical Engineering, University of Western Ontario

John Stalder joined Vista Equity Partners in 2011 and sits on the Vista Flagship Funds’ Investment Committee. Mr. Stalder currently sits on the boards of Apptio, Gainsight, Greenway Health, Infoblox, Pipedrive, Salesloft and TIBCO. He was also actively involved in the firm’s investments in Accruent, Aptean, Datto, Marketo, MRI Software and Sunquest Information Systems.

Prior to joining Vista, Mr. Stalder worked at Pagemill Partners, 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), Mindbody, NAVEX Global, Ping Identity (NYSE: PING), TripleLift and Vivid Seats (NASDAQ: SEAT). Mr. Taylor previously served on the boards of Mediaocean and Solera.

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. He currently sits on the boards of Critical Start and StarRez.

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

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 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. 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

Ben Benson joined Vista Equity Partners in 2020 and is a member of the private equity Endeavor team. Mr. Benson currently sits on the boards of BlueConic, ComplySci, iN2L, OfficeSpace and Schoox. He was actively involved 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 and is currently a member of the private equity Flagship team. Ms. Bracken currently sits on the boards of Drift, EagleView, Mindbody, Pipedrive, Pluralsight, Quickbase and Salesloft. Ms. Bracken was also actively involved in the firm’s investments in Finastra, Khoros, Marketo, Tripleseat and Vivid Seats (NASDAQ: SEAT).  

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

Anand Anbalagan joined Vista Equity Partners in 2009. Mr. Anbalagan is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. He previously was a member of the Foundation team. Mr. Anbalagan currently sits on the board of Accelya and is actively involved in the firm’s investment in Ellucian. He was also actively involved in the firm’s investments in Bonterra, Kibo, Lanyon, MicroEdge, Mitratech, PeopleAdmin, Relias Learning 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

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 sits on the boards of Accelya and Ellucian. He was also actively involved in the firm’s investments in Autotask, Bullhorn, Misys (now Finastra) 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

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 Tomia. He was also actively involved in the firm’s investments in Allocate, Bullhorn, Lone Wolf, Main Street Hub, PowerSchool, Regulatory DataCorp and Upserve.

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

Jessica Cash joined Vista Equity Partners in 2017 and serves as Operating Senior Vice President on the private equity Endeavor team. Ms. Cash partners with management teams of emerging, high-growth businesses – working to accelerate market leadership, deliver unparalleled value to customers and unlock the potential of company employees. Before joining the Endeavor team, Jessica led Vista Consulting Group’s GTM practice. Ms. Cash currently sits on the boards of iN2L, Kazoo, OfficeSpace, RadarFirst, WorkTango and Zapproved.

Prior to Vista, Ms. Cash spent 14 years at CEB, now Gartner, as Head of Sales & Marketing Solutions New Product Development where she designed, launched and sold professional services products related to go-to-market. Ms. Cash also served as an advisor to CEB Ventures, a program designed to explore and invest in the bleeding edge of technology.

Ms. Cash also serves on the board of Generation Hope, focused on surrounding motivated teen parents and their children with mentors, emotional support and financial resources needed to thrive in college and kindergarten, thereby driving a two-generation solution to poverty. In 2019, she launched Vista’s Women in Sales program and is the executive sponsor for Vista Pride, Vista’s LGBTQIA+ Employee Resource Group.

Education

B.B.A., University of Michigan, Ross School of Business

Brian Loring joined Vista Equity Partners in 2011. Mr. Loring currently sits on the boards of AlertMedia, BetterCloud, 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 the 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, The 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 boards of BigTime, mabl, RadarFirst and Tripleseat. He was also actively involved in the firm’s investments in Advanced, Granicus, Infoblox, Integral Ad Science (NASDAQ: IAS), Marketo, Numerator, Ping Identity (NYSE: PING) and Sovos Compliance.

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

Nick Prickel joined Vista Equity Partners in 2012 and is currently a member of the private equity Flagship team. Mr. Prickel helps lead Vista’s partnerships with Applause, Gainsight, iCIMS, Jamf (NASDAQ: JAMF), KnowBe4 (NASDAQ: KNBE), LucidChart, SmartBear and Solera, and he currently sits on the boards of Applause, Gainsight, iCIMS and SmartBear. He has also previously spent time with Vista’s investments in Aderant, Advanced, Aptean, BigMachines, Bonterra and Granicus. From 2015 to 2016, Mr. Prickel worked directly for the management team at Aptean as Director of Strategic Operations, where he led their sourcing and integration of seven add-on acquisitions.

Since 2022, Nick has held the role of Staffer, where he has managed the staffing and personnel development of the 60+ analysts, associates and senior associates on the private equity team.

Prior to joining Vista, Mr. Prickel worked at Rothschild in New York as an Investment Banking Analyst.

Education

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

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

Nicolas Stahl joined Vista Equity Partners in 2012 and is a member of the private equity Flagship team. Mr. Stahl currently sits on the boards of Advanced and Cvent (NASDAQ: CVT) and works with the firm’s investment in PowerSchool (NYSE: PWSC). He was also actively involved with the firm’s investments in Active Network, MINDBODY, Numerator and SumTotal.

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

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

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 boards of Advanced, Allvue Systems and Infoblox, and works with the firm’s investments in Finastra and TIBCO. He was also actively involved in the firm’s investments in Aptean, EagleView, SecureLink 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

Thomas Johnston joined Vista Equity Partners in 2016 and is currently a member of the private equity Endeavor team. Mr. Johnston currently works with the firm’s investments in Jebbit, RadarFirst and Tripleseat and was actively involved in the firm’s investments in Fusion, iN2L and Schoox.

Prior to his current role, Mr. Johnston was Associate Director at Vista Consulting Group (VCG), where he advised Vista companies on finance and accounting matters. Prior to joining Vista, Mr. Johnston worked at EY in the audit practice. Mr. Johnston is also a licensed CPA.

Education

B.B.A. in Accounting and Business Honors, The University of Texas at Austin, with high honors
M.P.A., McCombs School of Business, The University of Texas at Austin

Zubin Nagpal joined Vista Equity Partners in 2022 and is currently a member of the private equity Foundation team. Previously, Mr. Nagpal was with Vista Consulting Group, where he served as Director of Value Creation, partnering with management teams on transforming the operations of AlertMedia, Aptean, Kibo, Sonatype and Zego (Powered by PayLease).

Prior to joining Vista, Mr. Nagpal was Senior Engagement Manager at McKinsey & Company, where he served technology, media and telecom clients on various topics, including large-scale turnarounds and operational transformations. Before McKinsey, Mr. Nagpal was Co-Founder and Vice President of Operations at Home Lending Source. Before Home Lending Source, he was an Associate at Nine Rivers Capital based in Mumbai.

Education

B.S. in Industrial Engineering, University of Michigan
M.B.A., NYU Stern School of Business

Charlotte Cipolletti joined Vista Equity Partners in 2022 and is currently a member of the private equity team.

Prior to joining Vista, Ms. Cipolletti was a Director of Impact Investments at CapShift, an investment platform that empowers philanthropic investors to drive social and environmental change through impact investments, where she managed the sourcing and due diligence of compelling impact investments on behalf of family office, donor-advised funds and foundation LPs. Prior to CapShift, Charlotte was a Portfolio Manager at DWS Investments, where she specialized in managing domestic, international and emerging market ESG and currency hedged index funds.

Education

B.A. in Sustainable Development, Columbia University

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, Bonterra, CentralSquare, Fusion Risk Management, Jio, 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

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, Critical Start, 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

Alan Glass joined Vista Equity Partners in 2018 and is currently a member of the private equity Flagship team. Mr. Glass currently works with the firm’s investments in Acquia, Alegeus, KnowBe4 (NASDAQ: KNBE) and TIBCO. He was also actively involved in the firm’s investments in AlertMedia, ComplySci, SecureLink and Wrike.  

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

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

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

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

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. He was also actively involved with the firm’s investments in Aderant, Lanyon, Mediaocean, MRI Software, P2 Energy Solutions, SumTotal Systems and TransFirst.

Education

B.S. in Biomechanical Engineering, Stanford University

Olga Kaplan joined Vista in 2021 and is currently a member of the private equity Endeavor team. Ms. Kaplan currently sits on the board of Fusion Risk Management.

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 sits on the boards of Granicus, Power Factors and TigerConnect, and works with the firm’s investment in Tribute Technology. He was also actively involved in the firm’s investments in Greenway Health, Infoblox, Mindbody, PowerSchool (NYSE: PWSC), The ACTIVE Network, Wrike, Xactly and Zego (Powered by PayLease).

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 a member of the private equity Flagship team. Ms. Nakatsukasa currently sits on the boards of Integral Ad Science (NASDAQ: IAS), iCIMS and Securonix. She works with the firm’s investment in Gainsight. Ms. Nakatsukasa was also actively involved with the firm’s investments in Datto, Lucid, Numerator, Ping Identity (NYSE: PING), Quickbase and Zapproved.

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 Cvent (NASDAQ: CVT), EAB and PlanSource, and works closely with the firm’s investments in Alegeus, Jio and Xactly. He was also actively involved in the firm’s investment in Aspira.

Before joining Vista, Mr. Payton worked at Odyssey Investment Partners, where he focused on middle-market buyout investments across a range of sectors. Prior to Odyssey, Mr. Payton worked at Bank of America Merrill Lynch as an associate in the Financial Sponsors Group.

Education

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

Franklin Reis joined Vista Equity Partners in 2017 and is currently a member of the private equity Flagship team. Mr. Reis currently works with the firm’s investments in Finastra, Mindbody and Pluralsight. He was also involved with the firm’s investments in AGDATA and Forcepoint.

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 and is currently a member of the private equity Foundation team. Mr. Shah currently sits on the board of TigerConnect and is actively involved in the firm’s investments in Bonterra and Sonatype. He was previously involved in the firm’s investments in Jamf (NASDAQ: JAMF), Solera 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

Dan Sullivan joined Vista Equity Partners in 2014 and is currently a member of the private equity Foundation team. Mr. Sullivan currently serves on the board of StarRez and works with the firm’s investments in Khoros and Poppulo. He 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 and is currently a member of the private equity Endeavor team. Mr. Allen currently works with the firm’s investments in Kazoo and OfficeSpace. He was also actively involved with 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

Evan Escobedo joined Vista Equity Partners in 2017 and is currently a member of the private equity Flagship team. Mr. Escobedo currently works with the firm’s investments in Advanced, Drift and PowerSchool (NYSE: PWSC). He was also actively involved with the firm’s investments in Ellucian, PeopleAdmin and RadarFirst.  

Prior to joining Vista, Mr. Escobedo worked at Deutsche Bank in the Global Industrials Group, where he advised clients across mergers and acquisitions, equity and debt offerings, and other strategic initiatives. 

Education

B.B.A. in Finance, Supplementary Major in Applied and Computational Mathematics & Statistics, University of Notre Dame, magna cum laude

Allyson Estey joined Vista Equity Partners in 2017 and is currently a member of the private equity Flagship team. 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

Adam Greene joined Vista Equity Partners in 2018 and is currently a member of the private equity Foundation team. Mr. Greene currently works with the firm’s investments in Critical Start, ESO Solutions, Kibo, LogicMonitor and StarRez. He was also actively involved with the firm’s investments in Advicent and Datto.

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

Kyle Henderson joined Vista Equity Partners in 2016 and is currently a member of the private equity Flagship team. Mr. Henderson currently works with the firm’s investments in Apptio, PlanSource and Salesloft. He was also actively involved with the firm’s investments in Aptean, Allocate, Datto, EAB, ESO Solutions, Numerator and SecureLink.

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

Broderick Kelley joined Vista Equity Partners in 2018 and is currently a member of the private equity Foundation team. Mr. Kelley currently works with the firm’s investments in Advanced, Granicus, PowerFactors and Schoox. He was also actively involved in the firm’s investment in 7ParkData. 

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

Ann Mathews-Pereira joined Vista Equity Partners in 2021 and is currently a member of the private equity Foundation team.

Prior to joining Vista, Ms. Mathews worked in the Technology, Media and Telecommunications (TMT) group at Goldman Sachs. Before working in TMT, Ms. Mathews worked in the Equity Derivatives Sales group at Goldman Sachs.

Education

B.A. in International Studies and Economics, Duke University

Madeline McCormick joined Vista Equity Partners in 2019 and is currently a member of the private equity Flagship team. Ms. McCormick currently works with the firm’s investments in iCIMS, Mindbody and PowerSchool (NYSE: PWSC). She was actively involved with the firm’s investment in Salesloft.

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 refinancing within the Leveraged Finance group.

Education

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

Annie Meyjes joined Vista Equity Partners in 2018 and is currently a member of the private equity Flagship team. Ms. Meyjes currently works with the firm’s investments in Acquia, CentralSquare and Pluralsight. She was actively involved with the firm’s investments in Apptio, MedTrainer, SecureLink 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

Nick Murley joined Vista Equity Partners in 2016 and is currently a member of the private equity Flagship team. Mr. Murley currently works with the firm’s investments in Cvent and Gainsight. He was also actively involved with the firm’s investments in CentralSquare, Datto, EagleView, Jamf (NASDAQ: JAMF), PowerSchool (NYSE: PWSC), Upserve and Zego (Powered by PayLease).

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

Education

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

Blair Ohman joined Vista Equity Partners in 2020 and is currently a member of the private equity Flagship team. Mr. Ohman currently works with the firm’s investments in Allvue, Applause and EagleView. He was also actively involved with the firm’s investments in Arcos, Cvent (NASDAQ: CVT) 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

Ben Oleniczak joined Vista Equity Partners in 2018 and is a member of the private equity Flagship team. Mr. Oleniczak currently works with the firm’s investments in Finastra, Jamf (NASDAQ: JAMF), Ping Identity (NYSE: PING) and TripleLift. He was also involved with the firm’s investments in Accelya and TigerConnect.

Prior to joining Vista, Mr. Oleniczak worked in PwC’s Deals practice, where he conducted financial due diligence for private equity and corporate clients across buy-side and sell-side processes.

Education

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

Aditi Shroff joined Vista Equity Partners in 2018 and is currently a member of the private equity Foundation team. Ms. Shroff is actively involved with the firm’s investments in BetterCloud, Four Winds Interactive and Power Factors. She was also actively involved with the firm’s investments in Applause, Jio, Mediaocean, Smartbear, TripleLift 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 and is currently a member of the private equity Flagship team. Ms. Tyson currently works with the firm’s investments in Klarna, SmartBear, Securonix and Solera. She was also actively involved with the firm’s investments in Aptean, Eagleview 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

TJ Veech joined Vista Equity Partners in 2020 and is currently a member of the private equity Endeavor team.

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

Mark Wenden joined Vista Equity Partners in 2016 and is currently a member of the private equity Endeavor team. Mr. Wenden currently works with the firm’s investments in BlueConic, Dispatch, iN2L, Schoox and Zapproved. He was also actively involved with the firm’s investments in Allvue, Datto, Finastra and Naviga.

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

Katy Arkell joined Vista Equity Partners in 2020. Ms. Arkell currently works with the firm’s investments in NAVEX Global and SecureLink. She was actively involved in the firm’s investments in Gainsight, Jebbit, Olive and Power Factors. 

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

Taylor Auman joined Vista Equity Partners in 2021. Mr. Auman is actively involved with the firm’s investments in Applause, Critical Start and Fusion Risk Management. 

Prior to joining Vista, Mr. Auman worked in the Technology, Media and Telecommunications group at Goldman, Sachs & Co. While at Goldman, Mr. Auman advised technology and telecommunications companies on mergers and acquisitions, capital raising and idea generation. Additionally, Mr. Auman served as Chief of Staff at Titan, a high growth financial technology company. 

Education

B.A. in Public Policy and Political Science, University of Pennsylvania, magna cum laude

Tara Barabi joined Vista Equity Partners in 2021. Ms. Barabi is actively involved with the firm’s investment in LogicMonitor. 

Prior to joining Vista, Ms. Barabi worked as an analyst at Golden Gate Capital in the Consumer group.

Education

B.B.A. in Finance, University of Notre Dame

Phillip Barber joined Vista Equity Partners in 2021. Mr. Barber is actively involved with the firm’s investments in Sonatype, TIBCO and Tribute Technology. 

Prior to joining Vista, Mr. Barber worked as an Investment Banking Analyst at Bank of America in the Mergers & Acquisitions group advising technology businesses. 

Education

B.S. in Finance, Santa Clara University, summa cum laude

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

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

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

Javier Borjas joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Borjas was an Associate at RBC Capital Markets in the Mergers and Acquisitions group.

Education

B.S. in Finance, St. John’s University

Nick Burrello joined Vista Equity Partners in 2021.

Prior to joining Vista, Mr. Burrello was Director of Acquisitions and Operations at LCN Capital Partners in New York City, focusing on credit-based investments in the commercial real estate industry. While at LCN Capital Partners, Mr. Burrello worked across various segments including investments, asset management and investor relations.

Education

B.A. in Government and Economics, Harvard University

Elizabeth Carter joined Vista Equity Partners in 2020. Ms. Carter currently works with the firm’s investments in Olive.AI.

Prior to joining Vista, Ms. Carter worked as an Investment Banking Senior Analyst in the Global Industrials group at Citigroup, where she advised on a broad suite of transactions with a focus on transportation, infrastructure and diversified industrial companies.

Education

B.B.A. in Finance and International Business, University of Georgia, cum laude
B.A. in French, University of Georgia, cum laude

Amy Cui joined Vista Equity Partners in 2020.

Prior to joining Vista, Ms. Cui worked as a Senior Financial Analyst at The BVA Group LLC.

Education

B.B.A. in Business Honors, The University of Texas at Austin
M.P.A., The University of Texas at Austin

Nikoletta Georgalis joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Georgalis was an Investment Banking Associate and Analyst at DC Advisory (formerly known as Signal Hill Capital), where she advised clients across the technology sector on mergers and acquisitions and capital raises.

Education

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

Nicholas Grisius joined Vista Equity Partners in 2019. Mr. Grisius currently works with the firm’s investments in iN2L, KIBO, Salesloft and SmartBear. He was also actively involved with the firm’s investments in Drift, Sonatype and Vertafore.

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

Kaylyn Kavi joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Kavi worked at Stella Point Capital, where she focused on buyout investments across business services, consumer and industrials. Prior to Stella Point, Ms. Kavi worked at Barclays, where she advised clients on mergers, acquisitions, equity and debt offerings, and other strategic advisory initiatives.

Education

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

Conner Lovely joined Vista Equity Partners in 2020.

Prior to joining Vista, Mr. Lovely worked as an Investment Banking Summer Analyst at JP Morgan in New York in the Mergers and Acquisitions group.

Education

B.B.A. in Finance, M.J. Neeley School of Business, Texas Christian University, summa cum laude

Emmanuel Machena joined Vista Equity Partners in 2021. Mr. Machena currently works with the firm’s investments in Aptean, BlueConic, Eagleview and Ellucian.

Prior to joining Vista, Mr. Machena was a Private Equity Associate at BlackRock, where he invested across multiple sectors and stages, including large buyouts, growth equity and venture capital investments.

Education

B.B.A. in Finance and Economics, Western Michigan University, magna cum laude

Nate Mamuyac joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Mamuyac was an Investment Banking Summer Associate in the Technology Mergers and Acquisitions group at J.P. Morgan Securities, where he originated and executed buy-side and sell-side transactions for global technology clients in the software vertical. Before J.P. Morgan, Mr. Mamuyac was a Private Equity MBA Associate at Noble Rock Advisors, where he sourced and qualified acquisition targets and engaged in financial and commercial due diligence.

Education

B.S. in Business, University of Southern California
B.A. in Economics, University of Southern California
M.B.A., The University of Chicago Booth School of Business

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

Mike McMullan joined Vista Equity Partners in 2018. Mr. McMullan currently works with the firm’s investments in Jio, RadarFirst and Stats Perform. He was also actively involved with the firm’s investments in Fusion Risk Management, iCIMS, Lone Wolf, Mindbody and 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

Anna Parakkott joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Parakkott was an Investment Banking Analyst in the Technology group at Deutsche Bank.

Education

B.S. in Business Administration, University of Southern California

Seimi Park joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Park was an Investment Banking Analyst in the Financial Institutions Group at J.P. Morgan, where she advised financial technology companies on mergers and acquisitions, capital raises and other strategic initiatives.

Education

B.A. in Economics and Computer Science, Swarthmore College

Alice Qu joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Qu worked as an Analyst at Credit Suisse in the Mergers and Acquisitions group, where she advised clients across a variety of sectors including technology, consumer and hospitality.

Education

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

Zainab Raji joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Raji was a Business Analyst at McKinsey & Company, where she performed strategy due diligence and planning for clients in 8 countries across Africa and the Middle East. Before McKinsey, Ms. Raji was a Risk Advisory Consultant at Deloitte, where she worked with Fortune 100 enterprise technology companies.

Education

B.B.A. in Accounting and Information Systems & Operation Management, Emory University, with distinction
M.B.A., Harvard Business School, with distinction
M.P.A. in International Development, Harvard Kennedy School

Maya Ramakrishnan joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Ramakrishnan was a Senior Analyst in the Credit Investments group at PSP Investments, where she invested in private credit opportunities across the software and technology sectors. Before PSP, Ms. Ramakrishnan was an Investment Banking Summer Analyst in the Leveraged Finance division at Goldman Sachs.

Education

B.A. in Economics, University of Pennsylvania

William Sitzman joined Vista Equity Partners in 2021.

Prior to joining Vista, Mr. Sitzman was an Analyst at K1 Investment Management focusing on minority and control investments in enterprise software. Before his time at K1, Mr. Sitzman was an investment banking intern at Bardi Co.

Education

B.B.A in Finance, Loyola Marymount University, cum laude

Renee Spillane joined Vista Equity Partners in 2020.

Prior to joining Vista as an Analyst, Ms. Spillane worked as an intern in the Private Equity group at Vista.

Education

B.S. in Commerce, University of Virginia, McIntire School of Commerce

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

Jack Sheldon joined Vista Equity Partners in 2020. Mr. Sheldon focuses on business development and deal origination for the Endeavor Fund.

Prior to joining Vista, Mr. Sheldon was a Director at WeWork where he focused on providing flexible corporate real estate solutions to large enterprises. Before his time at WeWork, he was a Senior Account Executive at Bloomberg LP in the Financial Sales group.

Education

B.A. in Government, Franklin & Marshall College

Shivam Shirolawala joined Vista Equity Partners in 2021. Mr. Shirolawala focuses on business development and deal origination for the Endeavor Fund.

Prior to joining Vista, Mr. Shirolawala was a Senior Associate at Maine Pointe, a supply-chain focused consulting firm, where he led business development efforts for the private equity group. Prior to Maine Pointe, Mr. Shirolawala co-founded and successfully exited WeAreBD, an enterprise software provider focused on referral generation within financial services. Mr. Shirolawala started his career at MFS Capital Advisors, a boutique investment bank where he provided transactional advisory and capital raising services.

Education

B.S. in Finance with a concentration in Entrepreneurship, Rutgers University, cum laude

Eugene Williams joined Vista Equity Partners in 2020. Mr. Williams focuses on business development and deal origination for the Endeavor Fund.

Prior to joining Vista, Mr. Williams worked at Vertafore as an Enterprise Account Executive, advising insurance carriers and managing general agents on their software strategy. Prior to Vertafore, Mr. Williams worked at Western Union as a Treasury Trader, where he was responsible for managing global currency risk.

Education

B.A. in Economics, Pepperdine University

Jaden Baron joined Vista Equity Partners in 2021.

Prior to joining Vista, Mr. Baron was an Investment Banking Summer Analyst at Bank of America in the Financial Sponsors group.

Education

B.S. in Business Administration, University of Florida, Heavener School of Business

Catherine Chen joined Vista Equity Partners in 2022.

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

Education

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

Saul Dominguez joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Dominguez worked as a Senior Consultant in the Private Capital group at Oliver Wyman. Before Oliver Wyman, Mr. Dominguez interned at Amazon.

Education

B.B.A. in Finance and Accounting, The University of Texas at El Paso, cum laude

Marcus Ellis joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Ellis was an Associate in Portfolio Operations at Blackstone. Before his time at Blackstone, Mr. Ellis worked as a Senior Associate at PwC in the M&A Deal Advisory group.

Education

B.S. in Accounting, University of South Florida
M.Acc. in Accountancy, University of South Florida

Carty Flora joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Flora was a member of the Corporate Development & Strategy team at Cvent.

Education

B.A. in Political Science, West Virginia University

Charles Li joined Vista Equity Partners in 2022.

Prior to joining Vista as an Analyst, Mr. Li worked as an intern in Vista’s Private Equity and Research groups.

Education

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

Zara Malik joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Malik worked as a Summer Analyst at LLR Partners. Before her time at LLR Partners, Ms. Malik was an Investment Research Intern in the Small Cap Opportunities team at Wellington Management.

Education

B.A. in Psychology, The University of Chicago, summa cum laude

Sonali Mohnani joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Mohnani was an intern at Investec Asset Management.

Education

B.S. in Finance, New York University
B.S. in Computing and Data Science, New York University
Masters in Financial Analysis, London Business School

Rotimi Ogunmola joined Vista Equity Partners in 2021. He was actively involved with the firm’s investment in Critical Start.

Prior to joining Vista, Mr. Ogunmola worked as a Capital Markets Advisory Senior Associate in the Deals Practice at PwC, where he advised private equity and corporate clients on strategic M&A and IPO processes.

Education

B.B.A. in Accounting, The University of Texas at Austin
M.P.A, The University of Texas at Austin
Certified Public Accountant (CPA)

Derek Orji joined Vista Equity Partners in 2021.

Prior to joining Vista, Mr. Orji worked as Business Strategy Consultant at Accenture.

Education

B.S. in Mechanical Engineering, The University of Texas at Austin

Ashley Osiason joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Osiason worked in Business Operations and Strategy at Kyte. Before Kyte, Ms. Osiason worked as an intern in the Private Equity group at Vista.

Education

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

Gabriella Perez joined Vista in 2022.

Prior to joining Vista as an Analyst, Ms. Perez worked as an intern in the Private Equity and Research groups at Vista.

Education

B.B.A. in Business Analytics, University of Notre Dame

Evan Phillips joined Vista Equity Partners in 2022.

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

Education

B.A. in Economics and Computer Science, Bowdoin College

Polly Roth joined Vista Equity Partners in 2022.

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

Education

B.A. in Economics, University of Southern California
M.S. in Applied Econometrics, University of Southern California

Sarah Sbar joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Sbar was an Investment Banking Summer Analyst at Evercore.

Education

B.A. in Economics and English, Northwestern University

Alex Schlesinger joined Vista Equity Partners in 2022.

Prior to joining Vista as an Analyst, Mr. Schlesinger worked as an intern in Vista’s Private Equity group. Before his time at Vista, Mr. Schlesinger interned at Nomura Securities in the Global Markets Technology group.

Education

B.A. in Computer Science, Yeshiva University, magna cum laude

Emily van der Veen joined Vista Equity Partners in 2022.

Prior to joining Vista as an Analyst, Ms. van der Veen worked as an intern in Vista’s Private Equity group. Before her time at Vista, Ms. van der Veen interned at Guggenheim Partners.

Education

B.A. in Neuroscience and Economics, Colby College, summa cum laude

Kathryn Zhao joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Zhao was a Growth Equity Summer Analyst at Summit Partners.

Education

B.S. in Mathematics with Computer Science, Massachusetts Institute of Technology
B.S. in Management, Massachusetts Institute of Technology

Kojo Amarteyfio joined Vista Equity Partners in 2018 and is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Mr. Amarteyfio currently works with the firm’s investments in Accelya, EAB, Ellucian and Quickbase. He was actively involved with the firm’s investments in BlueConic, LogicMonitor, Tribute Technology 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

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

Stephen Seelbach joined Vista in 2014 and is Managing Director in the Office of the CEO. In his role, Mr. Seelbach leads Vista’s strategy in Asia, including investor-facing dialogue, portfolio company go-to-market activity and partnerships. He currently sits on the boards of Vista’s two joint ventures in Japan, NEC and Japan Cloud Computer, as well as Vista portfolio company Applause.

Mr. Seelbach is an active contributor to the firm’s international growth strategy, having led the opening of Vista’s offices in Hong Kong and Singapore. He is a member of the Asia Council of the Global Private Capital Association (GPCA) and the Hong Kong Venture Capital Association, and actively collaborates with the World Economic Forum. Prior to his current role, Mr. Seelbach was the Chief of Staff to Vista’s Founder, Chairman and CEO, Robert F. Smith, and 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. He 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/Oakland and is also Deputy Board Chair of St. Luke’s Preschool in San Francisco.

Education

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

Brian W. Steel joined Vista Equity Partners in 2021 and leads the firm’s media relations and strategic communications programs.

Prior to joining Vista, Mr. Steel was Executive Vice President of Public Relations at CNBC, where for 14 years, he was responsible for media relations, internal communications and talent management. Before CNBC, Mr. Steel was Global Head of Corporate Affairs at Citi in the Global Transaction Services business. Prior to Citi, Mr. Steel served in multiple positions in the Clinton Administration, including as a Deputy Assistant Attorney General in the Office of Policy Development at the United States Department of Justice, and as a Domestic Policy Advisor to Vice President Al Gore in The White House. Mr. Steel started his career as an Assistant District Attorney with the Manhattan District Attorney’s Office.

Education

B.A. in Psychology, Boston College
JD, New York Law School

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

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

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

Jessi Marshall joined Vista Equity Partners in 2015 and is responsible for leading marketing, communications, events 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 former 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 and is a Vice President and Head of Legal & Compliance 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

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 boards of the MIT Sloan School of Management Impact Investing Initiative and the Gyumri Information Technology Center, a graduate-level technology school based in Armenia that provides students and unemployed youth with the opportunity to build cutting-edge tech skills.

Education

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

Susie Choi joined Vista Equity Partners in 2022 and is a Vice President of Legal, M&A.

Prior to joining Vista, Ms. Choi was a corporate associate at Gibson, Dunn & Crutcher, where her practice focused on mergers and acquisitions and other transactional matters. Before her time at Gibson Dunn, Ms. Choi worked for a number of years at Sullivan & Cromwell in New York. Ms. Choi is a member of the State Bars of New York and Texas.

Education

B.A. in Political Science, Stanford University
J.D., Stanford Law School

Linda Ly joined Vista Equity Partners in 2016. Ms. Ly is responsible for managing the accounting and finance 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.A. in Business Economics with a minor in Accounting and Asian American Studies, UCLA

Michelle Mittler joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Mittler was Chief of Staff for the CEO of Social Capital, where she acted as a strategic collaborator, force multiplier and proxy for the CEO. Before Social Capital, she served as Director of Scheduling and Executive Operations to Democratic Leader Charles E. Schumer in the U.S. Senate. Previously, she worked on Capitol Hill for a decade, including serving as Director of Scheduling and Special Events to Democratic Whip Steny H. Hoyer in the U.S. House of Representatives.

Education

B.A. in Political Science, University of Albany
M.P.S., Legislative Affairs, The George Washington University

Chris Murphy joined Vista in 2020 and is a Vice President of Legal and Portfolio Management.

Prior to joining Vista, Mr. Murphy served as General Counsel at Vista portfolio company Bonterra (formerly Social Solutions), where he was responsible for all legal, compliance and contract functions globally. Before his time with Bonterra, Mr. Murphy led the global legal and compliance teams at E2open. Prior to E2open, Mr. Murphy worked at Volusion as Assistant General Counsel and as an attorney at Dell. Mr. Murphy is a member of the State Bar of Texas.

Education

B.A. in Business Administration, The University of Texas
M.B.A. in International Business, Babson College, magna cum laude
J.D., The University of Texas School of Law, with honors

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

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

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

Keith Shoates joined Vista Equity Partners in 2018 and is responsible for integrating strategic planning, operations, corporate communications and corporate initiatives in support of the firm’s Founder, 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 the 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 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. Mr. Shoates also sits on the boards of the Prostate Cancer Foundation, Student Freedom Initiative and Hello Alice.

Education

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

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

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.

In addition to her work at Vista, Ms. Ali sits on the boards of Friends of the Children Austin and The Urban Assembly. 

Education

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

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

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

Ashley Crill joined Vista Equity Partners in 2019. Ms. Crill is responsible for all aspects of human capital management for employees of the Private Equity, Capital & Partner Solutions and Firm Operations teams, including setting talent strategy, total rewards, employee engagement and performance management.

Prior to joining Vista, Ms. Crill was Head of Human Resources at Abrigo. Before Abrigo, she was a Senior HR Generalist at Assurant. Prior to Assurant, Ms. Crill was a HR Generalist in the Oil & Gas industry.

Education

B.S. in Human Resource Development, Texas A&M University
M.S. in Human Resource Development, University of Houston