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Executive Committee

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Greg Myers

Senior Managing Director, Global Head of Capital & Partner Solutions

Capital & Partner Solutions

New York

Name Greg Myers

Title Senior Managing Director, Global Head of Capital & Partner Solutions

Division Capital & Partner Solutions

Location New York

Greg Myers, Senior Managing Director and Global Head of Capital and Partner Solutions, Vista Equity Partners

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

Senior Managing Director, Chief Financial Officer

Firm Operations & Administration

Austin

Name Lauren Dillard

Title Senior Managing Director, Chief Financial Officer

Division Firm Operations & Administration

Location Austin

Lauren Dillar, Senior Managing Director, Chief Financial Officer, Vista Equity Partners

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

Julian Bostic

Managing Director

Capital & Partner Solutions

Chicago

Name Julian Bostic

Title Managing Director

Division Capital & Partner Solutions

Location Chicago

Julian Bostic, Managing Director, Vista Equity Partners

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

Godfrey Gill

Managing Director

Capital & Partner Solutions

New York

Name Godfrey Gill

Title Managing Director

Division Capital & Partner Solutions

Location New York

Godfrey Gill, Managing Director, Vista Equity Partners

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

Managing Director

Capital & Partner Solutions

New York

Name Viet Nguyen

Title Managing Director

Division Capital & Partner Solutions

Location New York

Viet Nguyen, Managing Director, Capital & Partner Solutions, Vista Equity Partners

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

Rachel Arnold

Senior Managing Director

Private Equity, Endeavor

Austin

Name Rachel Arnold

Title Senior Managing Director

Division Private Equity, Endeavor

Location Austin

Rachel Arnold, Senior Managing Director, Private Equity, Endeavor, Vista Equity Partners

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, Mabl RadarFirst, Tripleseat and Zapproved, and is involved in the firm’s investments in Dispatch and Kazoo. She was actively involved in 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, sits on the National Board for Friends of the Children, and also serves as Treasurer and Trustee for The Contemporary Austin.

Education

B.A. in International Business, Linfield College

Christine Pastore

Managing Director

Capital & Partner Solutions

Name Christine Pastore

Title Managing Director

Division Capital & Partner Solutions

Location

Christine Pastore, Managing Director, Vista Equity Partners

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

Robert F. Smith

Founder, Chairman and CEO

Executive Committee

Austin

Name Robert F. Smith

Title Founder, Chairman and CEO

Division Executive Committee

Location Austin

Robert F. Smith, Founder, Chairman & CEO, Vista Equity Partners

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 $96 billion and oversees a portfolio of more than 85 enterprise software, data and technology-enabled companies that employ over 90,000 people worldwide. Since Vista’s inception, Mr. Smith has supervised over 570 completed transactions representing more than $265 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

President & Chief Operating Officer

Executive Committee

Austin

Name David A. Breach

Title President & Chief Operating Officer

Division Executive Committee

Location Austin

David A. Breach, Vista Equity Partners

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

David Flannery

Senior Managing Director, President of Vista Credit Partners

Credit

New York

Name David Flannery

Title Senior Managing Director, President of Vista Credit Partners

Division Credit

Location New York

David Flannery, Senior Managing Director, President of Vista Credit Partners, Vista Equity Partners

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

Michael Fosnaugh

Senior Managing Director

Private Equity, Flagship

Chicago

Name Michael Fosnaugh

Title Senior Managing Director

Division Private Equity, Flagship

Location Chicago

Michael Fosnaugh, Senior Managing Director, President of Vista Credit Partners, Vista Equity Partners

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. 

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

René Yang Stewart

Senior Managing Director

Private Equity, Endeavor

Austin

Name René Yang Stewart

Title Senior Managing Director

Division Private Equity, Endeavor

Location Austin

Rene Stewart, Senior Managing Director, Vista Equity Partners

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, Tripleseat and Zapproved. Ms. Stewart was also actively involved in the firm’s investments in Accruent, AGDATA, Bullhorn, Lone Wolf, Mitratech and RadarFirst.

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

Jamie Ford

Senior Managing Director

Permanent Capital

San Francisco

Name Jamie Ford

Title Senior Managing Director

Division Permanent Capital

Location San Francisco

Jamie Ford, Senior Managing Director and President, Vista Public Strategies

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

James P. Hickey

Senior Managing Director

Permanent Capital

Austin

Name James P. Hickey

Title Senior Managing Director

Division Permanent Capital

Location Austin

Jim Hickey, Senior Managing Director, Vista Equity Partners

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

Jeff Russell

Managing Director

Capital & Partner Solutions

New York

Name Jeff Russell

Title Managing Director

Division Capital & Partner Solutions

Location New York

Jeff Russell, Managing Director, Vista Equity Partners

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

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

Education

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

Monti Saroya

Senior Managing Director

Private Equity, Flagship

Austin

Name Monti Saroya

Title Senior Managing Director

Division Private Equity, Flagship

Location Austin

Monti Saroya, Senior Managing Director, Co-Head of Flagship Fund, Vista Equity Partners

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.

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

Senior Managing Director

Private Equity, Foundation

Austin

Name Patrick Severson

Title Senior Managing Director

Division Private Equity, Foundation

Location Austin

Patrick Severson, Managing Director, Vista Equity Partners

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

Ashish Shah

Managing Director

Public Equity

San Francisco

Name Ashish Shah

Title Managing Director

Division Public Equity

Location San Francisco

Ashish Shah, Managing Director, Vista Public Strategies

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

Director

Public Equity

San Francisco

Name Daniel Arce-Yee

Title Director

Division Public Equity

Location San Francisco

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

Bucknell University

Michael Jeanblanc

Senior Vice President

Public Equity

San Francisco

Name Michael Jeanblanc

Title Senior Vice President

Division Public Equity

Location San Francisco

Michael Jeanblanc joined Vista Public Strategies in 2017. Prior to joining Vista, Mr. Jeanblanc was a Senior Analyst at Citadel covering the technology, media and telecommunications sectors with a specific focus on internet, media and financial technology. Previously, Mr. Jeanblanc invested in and advised technology, media and telecommunications companies at JMI Equity and Signal Hill Capital.

Education

B.S. in Commerce, University of Virginia
M.B.A., Wharton School of the University of Pennsylvania

Jeremy Mekdhanasarn

Senior Vice President

Public Equity

San Francisco

Name Jeremy Mekdhanasarn

Title Senior Vice President

Division Public Equity

Location San Francisco

Jeremy Mekdhanasarn, Senior Vice President, Public Equity, Vista Equity Partners

Jeremy Mekdhanasarn joined Vista Public Strategies in 2016.

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

Education

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

Nikki Angione

Associate

Public Equity

San Francisco

Name Nikki Angione

Title Associate

Division Public Equity

Location San Francisco

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

Ed Larkin

Associate

Public Equity

San Francisco

Name Ed Larkin

Title Associate

Division Public Equity

Location San Francisco

Ed Larkin joined Vista Public Strategies in 2021.

Prior to joining Vista, Mr. Larkin was an Investment Banking Analyst at FT Partners. Before FT Partners, Mr. Larkin was a Summer Analyst at AQR Capital Management.

Education

B.S. in Finance, Washington University in St. Louis

Blake Ramsden

Associate

Public Equity

San Francisco

Name Blake Ramsden

Title Associate

Division Public Equity

Location San Francisco

Blake Ramsden, Associate, Public Equity, Vista Equity Partners

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

Nadeem Syed

Senior Managing Director, Head of Value Creation

Private Equity, Flagship

San Francisco

Name Nadeem Syed

Title Senior Managing Director, Head of Value Creation

Division Private Equity, Flagship

Location San Francisco

Nadeem Syed, Managing Director, Vista Equity Partners

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

Marc Teillon

Senior Managing Director

Private Equity, Foundation

Austin

Name Marc Teillon

Title Senior Managing Director

Division Private Equity, Foundation

Location Austin

Marc Teillon joined Vista in 2009. Mr. Teillon is currently Co-Head of the Vista Foundation Funds and sits on the Vista Foundation Funds’ Investment Committee. Additionally, Mr. Teillon 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 previously was a member of the Flagship team. Mr. Teillon currently sits on the boards of Aptean, Critical Start, ESO Solutions, FLASH, Khoros, LogicMonitor, Naviga and Vena Solutions. Mr. Teillon was also actively involved in the firm’s investments in Aderant, Allocate, CentralSquare, DealerSocket, Omnitracs, PowerSchool, Sovos Compliance and Zego (Powered by PayLease).

Prior to joining Vista, Mr. Teillon was a Vice President in Citi’s Investment Banking division. While at Citi, Mr. Teillon advised clients on buy-side and sell-side transactions, public and private equity financings, and other strategic advisory initiatives. Before that, Mr. Teillon was a Director, Finance for Chindex International in China. At Chindex, he led network-wide capital raising and budgeting activities for the hospital division and managed the Finance, Accounting, Business Office and IT Departments for the multi-facility Shanghai market. Mr. Teillon has also worked at The Blackstone Group as an investment professional, at Arcadia Partners, an education technology and e-learning venture fund, and at Philips in an operations role within the company’s new ventures division.

Education

M.B.A., Harvard Business School

Fareed Adib

Managing Director, Growth and Minority Strategies

Private Equity

Austin

Name Fareed Adib

Title Managing Director, Growth and Minority Strategies

Division Private Equity

Location Austin

Fareed Adib, Chief Technology Officer, Product and Technology, Vista Consulting Group

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

Managing Director

Private Equity, Flagship

Chicago

Name Rod Aliabadi

Title Managing Director

Division Private Equity, Flagship

Location Chicago

Rod Aliabadi, Senior Vice President, Vista Equity Partners

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 and TripleLift. Mr. Aliabadi was also actively involved in Vista’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 the development of nanotechnology-driven diagnostics. During his time at Stanford, Mr. Aliabadi became involved with the creation and spin-out of NextBio, a provider of SaaS-based products for integrating corporate and public data from sequencing and microarray technologies (acquired by Illumina in 2013).

Education

B.E. in Biomedical Engineering, Vanderbilt University

Adrian Alonso

Managing Director

Private Equity, Flagship

Austin

Name Adrian Alonso

Title Managing Director

Division Private Equity, Flagship

Location Austin

Adrian Alonso, Managing Director, Private Equity, Flagship, Vista Equity Partners

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

Managing Director

Private Equity, Foundation

Austin

Name Ryan Atlas

Title Managing Director

Division Private Equity, Foundation

Location Austin

Ryan Atlas, Managing Director, Vista Equity Partners

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

Managing Director

Private Equity, Foundation

Name Bret Bolin

Title Managing Director

Division Private Equity, Foundation

Location

Bret Bolin, Managing Director, Vista Equity Partners

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

Managing Director

Private Equity, Foundation

Austin

Name David Bonnette

Title Managing Director

Division Private Equity, Foundation

Location Austin

David Bonnette, Managing Director, Vista Equity Partners

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

Anand Anbalagan

Managing Director

Permanent Capital

Austin

Name Anand Anbalagan

Title Managing Director

Division Permanent Capital

Location Austin

Anand Anbalagan, Senior Vice President, Vista Equity Partners

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

Vincent Burkett

Managing Director

Permanent Capital

Austin

Name Vincent Burkett

Title Managing Director

Division Permanent Capital

Location Austin

Vincent Burkett, Managing Director, Vista Equity Partners

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

Pat Cronin

Senior Vice President

Capital & Partner Solutions

San Francisco

Name Pat Cronin

Title Senior Vice President

Division Capital & Partner Solutions

Location San Francisco

Pat Cronin joined Vista Equity Partners in 2018 and is a Senior Vice President. Mr. Cronin is responsible for all capital formation and investor services for Vista’s capital campaigns across investment strategies. 

Prior to joining Vista, Mr. Cronin worked as a Principal at Brooklands Capital Strategies, where he was responsible for distribution, origination and project management for the firm’s credit and special situations mandates. Before his time with Brooklands Capital Strategies, Mr. Cronin worked as a Vice President at Blackstone, where he managed limited partner relationships and was responsible for strategic initiatives and new product development. 

Education

B.A. in Economics and African-American & African Studies, University of Virginia, Jefferson Scholar

Justin Cho

Managing Director

Private Equity, Endeavor

Austin

Name Justin Cho

Title Managing Director

Division Private Equity, Endeavor

Location Austin

Justin Cho, Managing Director, Vista Equity Partners

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

Darko Dejanovic

Managing Director

Private Equity, Foundation

Austin

Name Darko Dejanovic

Title Managing Director

Division Private Equity, Foundation

Location Austin

Darko Dejanovic, Managing Director, Vista Equity Partners

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

Managing Director

Private Equity, Foundation

Austin

Name Kim Eaton

Title Managing Director

Division Private Equity, Foundation

Location Austin

Kim Eaton, Managing Director, Vista Equity Partners

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

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

Education

B.S. in Distributed Studies, Iowa State University

Josh Gray

Managing Director

Private Equity, Endeavor

Chicago

Name Josh Gray

Title Managing Director

Division Private Equity, Endeavor

Location Chicago

Josh Gray joined Vista Equity Partners in 2019 and is currently a member of the private equity Endeavor team. Mr. Gray currently sits on the boards of BigTime Software, BlueConic, Dispatch, Fusion Risk Management and Jebbit.

Prior to joining Vista, Mr. Gray served as President and Chief Operating Officer at Eved, a global AP and payments platform, where he ran all lines of business. He previously worked at Insight Partners as an Operating Partner, during which time he served as interim CEO of Unitrends. Previously, Mr. Gray was a member of the executive team at BigMachines, a Vista portfolio company, where he served as General Manager of BigMachines Express through the company’s acquisition by Oracle. Before his time at BigMachines, Mr. Gray held roles at the Chicago Public Schools and the Boston Consulting Group, and he served as Assistant Chief Operating Officer on the 2008 Obama for America Presidential Campaign. Mr. Gray began his career as a private equity and venture capital investor at Svoboda Capital Partners and Lehman Brothers.

Education

B.A. in Political Science, University of Michigan
M.P.A., Harvard Kennedy School
M.B.A., Harvard Business School

Craig Hayman

Managing Director

Private Equity, Flagship

Name Craig Hayman

Title Managing Director

Division Private Equity, Flagship

Location

Craig Hayman joined Vista Equity Partners in 2021 and is currently a member of the private equity Flagship team. Mr. Hayman currently sits on the board of Acquia and Salesloft. 

Prior to joining Vista, Mr. Hayman was CEO of AVEVA, where he led the industrial software firm through a period of transformational growth and several high-profile acquisitions. Before his time at AVEVA, Mr. Hayman was COO of PTC. Prior to PTC, Mr. Hayman served as President of eBay Enterprise. Before his time at eBay Enterprise, Mr. Hayman spent over 15 years in senior leadership positions at IBM, where he created IBM’s SaaS business and initiated over a dozen acquisitions. 

Education

BSc in Computer Science and Electronics, University of London

Jake Hodgman

Managing Director

Private Equity, Foundation

Austin

Name Jake Hodgman

Title Managing Director

Division Private Equity, Foundation

Location Austin

Jake Hodgman, Senior Vice President, Vista Equity Partners

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

Thomas Hogan

Managing Director

Private Equity, Flagship

Austin

Name Thomas Hogan

Title Managing Director

Division Private Equity, Flagship

Location Austin

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

Managing Director

Private Equity, Flagship

Austin

Name Betty Hung

Title Managing Director

Division Private Equity, Flagship

Location Austin

Betty Hung, Managing Director, Vista Equity Partners

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

Ashley MacNeill

Managing Director, Head of Equity Capital Markets

Private Equity, Flagship

New York

Name Ashley MacNeill

Title Managing Director, Head of Equity Capital Markets

Division Private Equity, Flagship

Location New York

Ashley MacNeill joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. MacNeill spent 12 years at Morgan Stanley, where she most recently served as Co-Head of Technology Equity Capital Markets for the Americas and Managing Director. Before Morgan Stanley, she was an Associate Director at UBS Investment Bank in Canada. During her almost 20 years in Capital Markets and Investment Banking, Ms. MacNeill has led various teams and IPOs for some of the largest public technology companies, including Uber, SnapChat, Shopify, Warner Music and Datadog. She also worked on Vista IPOs for Datto and IAS as well as the original IPOs for Vista companies Mindbody and Pluralsight.

Education

HBA, BSEng in Mechanical Engineering and Business, Western University

Chad Martin

Managing Director

Private Equity, Flagship

Name Chad Martin

Title Managing Director

Division Private Equity, Flagship

Location

Chad Martin joined Vista Equity Partners in 2022 and is currently a member of the private equity Flagship team.

Prior to joining Vista, Mr. Martin was CFO for MeridianLink, Inc., where he led the company’s value creation process that culminated in the firm’s successful IPO. Before his time at MeridianLink, Mr. Martin was CFO for two former Vista companies, DealerSocket (now part of Solera) and P2 Energy Solutions. Prior to DealerSocket and P2 Energy Solutions, Mr. Martin was CFO for Pacific Pulmonary Services. He also spent a decade in the Investment Banking Division of Goldman Sachs.

Education

B.B.A. in Finance, Texas Christian University
M.B.A., Stanford University

Angela Pecoraro

Managing Director

Private Equity, Foundation

Chicago

Name Angela Pecoraro

Title Managing Director

Division Private Equity, Foundation

Location Chicago

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

Managing Director

Private Equity

San Francisco

Name Christian Sowul

Title Managing Director

Division Private Equity

Location San Francisco

Christian Sowul, Managing Director, Vista Equity Partners

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

John Stalder

Managing Director

Private Equity, Flagship

San Francisco

Name John Stalder

Title Managing Director

Division Private Equity, Flagship

Location San Francisco

John Stalder, Managing Director, Vista Equity Partners

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

Managing Director and President of OneVista

Private Equity, Flagship

Austin

Name Martin Taylor

Title Managing Director and President of OneVista

Division Private Equity, Flagship

Location Austin

Martin Taylor, Managing Director, Vista Equity Partners

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

Managing Director

Private Equity, Foundation

Name Dirk Wakeham

Title Managing Director

Division Private Equity, Foundation

Location

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

Managing Director

Private Equity, Flagship

San Francisco

Name Jeff Wilson

Title Managing Director

Division Private Equity, Flagship

Location San Francisco

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

Eric Roza

Managing Director

Private Equity, Flagship

Name Eric Roza

Title Managing Director

Division Private Equity, Flagship

Location

Eric Roza joined Vista in 2022 and is currently a member of the private equity Flagship team.

Prior to joining Vista, Mr. Roza was the Chairman of CrossFit, where he also served as CEO. Before his time at CrossFit, Mr. Roza spent 12 years leading Datalogix as CEO where it became one of the largest data and analytics companies in the global digital media industry. Following Datalogix’s sale to Oracle, he served as Senior Vice President and General Manager of the Oracle Data Cloud. Mr. Roza previously worked at a number of tech start-ups and started his career as a consultant with Bain & Company.

Education

B.A. in Economics, University of Michigan
M.B.A., Stanford University Graduate School of Business

Ben Benson

Senior Vice President

Private Equity, Endeavor

Austin

Name Ben Benson

Title Senior Vice President

Division Private Equity, Endeavor

Location Austin

Ben Benson, Senior Vice President, Private Equity, Vista Equity Partners

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

Brian Gibson

Managing Director, Channel Partnerships and Alliances

OneVista

Name Brian Gibson

Title Managing Director, Channel Partnerships and Alliances

Division OneVista

Location

Brian Gibson, Managing Director, Channel Partnerships and Alliances, OneVista

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

Managing Director

OneVista

Austin

Name Christopher Johnson

Title Managing Director

Division OneVista

Location Austin

Christopher Johnson, Managing Director, OneVista

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

Nitin Suri

Executive Director

OneVista

Name Nitin Suri

Title Executive Director

Division OneVista

Location

Nitin Suri joined Vista Consulting Group in 2019 as Executive Director. As Executive Director for OneVista, he leads OneVista’s strategic client and partner relationships in the Asia-Pacific Japan region and is responsible for elevating relationships for Vista‘s portfolio companies. Mr. Suri also helps Vista’s portfolio expand in the fast-growing APJ region and works closely with the Office of the CEO on strategic projects in the region.

Prior to joining Vista, Mr. Suri was Director of Asia Pacific and Japan regions at Dell Technologies through the EMC acquisition. Mr. Suri has worked with leading fast-growing startups like DynamicOps( acquired by VMware) as well as established digital leaders like VMware and Oracle. He has worked across international regions including Asia-Pacific, Europe, the Middle East and Africa in various leadership roles.

Education

B.S. in Computer Science and Engineering, Indian Institute of Technology, Delhi
M.B.A., London Business School

Jennifer Harrigan

Strategic Client Management Officer

OneVista

New York

Name Jennifer Harrigan

Title Strategic Client Management Officer

Division OneVista

Location New York

Jennifer Harrigan, Strategic Client Management Officer, Vista Equity Partners

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

Director of External Board Member Program

OneVista

Name Bessie Watts

Title Director of External Board Member Program

Division OneVista

Location

Bessie Watts, Director, External Board of Directors Program, Vista Equity Partners

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

Shannon Bracken

Senior Vice President

Private Equity, Flagship

San Francisco

Name Shannon Bracken

Title Senior Vice President

Division Private Equity, Flagship

Location San Francisco

Shannon Bracken, Vice President, Vista Equity Partners

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

Jack Dillon

Senior Vice President

Private Equity, Flagship

Chicago

Name Jack Dillon

Title Senior Vice President

Division Private Equity, Flagship

Location Chicago

Jack Dillon joined Vista Equity Partners in 2010 and is currently a member of the private equity Flagship team. Mr. Dillon currently sits on the boards of Acquia, Apptio, CentralSquare and NAVEX Global. He was also actively involved in the firm’s investments in Bullhorn, Datto, Omnitracs, Solera and Zywave.

Education

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

Roxane Divol

Senior Vice President

Private Equity, Flagship

San Francisco

Name Roxane Divol

Title Senior Vice President

Division Private Equity, Flagship

Location San Francisco

Roxane Divol joined Vista Equity Partners in 2021 and is currently a member of the private equity Flagship team. Ms. Divol currently sits on the board of Drift and TripleLift.

Prior to joining Vista, Ms. Divol served as Group COO at Webhelp, helping drive growth and operational best practices across 40 countries and over 140 sites across the customer experience lifecycle. Before her time with Webhelp, Ms. Divol worked at Symantec as Executive Vice President and General Manager of Website Security. While at Symantec, Ms. Divol started and incubated a startup, CyberCube Analytics, focused on cyber risk analytics for insurers. Prior to Symantec, Ms. Divol was a Partner at McKinsey & Company, focusing on technology companies.

In 2017, Ms. Divol was named one of the Top 50 Most Powerful Women in Technology by the National Diversity Council and Elite Women in Insurance by Insurance Business America.

Education

M.S. in Math, Organic Chemistry and Economics, École Polytechnique
M.B.A., INSEAD, with honors

Aaron Gupta

Senior Vice President

Private Equity, Foundation

Austin

Name Aaron Gupta

Title Senior Vice President

Division Private Equity, Foundation

Location Austin

Aaron Gupta, Vice President, Vista Equity Partners

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

Jamie Holden

Operating Advisor

Private Equity, Endeavor

Name Jamie Holden

Title Operating Advisor

Division Private Equity, Endeavor

Location

Jamie Holden, Senior Vice President, Operations, Vista Equity Partners

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

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

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

Education

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

Jessica Cash

Operating Senior Vice President

Private Equity, Endeavor

Name Jessica Cash

Title Operating Senior Vice President

Division Private Equity, Endeavor

Location

Jessica Cash, Managing Director, Go-To-Market, Vista Consulting Group

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

Elizabeth Knuppel

Operating Senior Vice President

Private Equity, Flagship

Name Elizabeth Knuppel

Title Operating Senior Vice President

Division Private Equity, Flagship

Location

Elizabeth Knuppel joined Vista Equity Partners in 2022 and is currently a member of the private equity Flagship team.

Prior to joining Vista, Ms. Knuppel was an Operating Partner at TCV, a technology-focused growth equity fund, where she drove operational improvements in portfolio companies impacting go-to-market, product strategy, talent and customer success. Before her time with TCV, Ms. Knuppel was Chief Human Resources Officer of Vertafore, a former Vista company, where she led the company’s strategic workforce initiatives. Prior to Vertafore, Ms. Knuppel held executive leadership roles at Ericsson, Alliance Data Systems and CEB.

Education

B.S. in Business Administration, University of Missouri-Columbia
M.B.A., Duke University

Lily Perez

Operating Senior Vice President

Private Equity, Flagship

Name Lily Perez

Title Operating Senior Vice President

Division Private Equity, Flagship

Location

Lily Perez joined Vista Equity Partners in 2017 and is currently a member of the private equity Flagship team. Prior to her current role, Ms. Perez was Managing Director in the Go-To-Market practice for Vista Consulting Group.
Prior to joining Vista, Ms. Perez served in a variety of leadership roles at CEB (now Gartner). Most recently, she served as Director of Corporate Strategy & Development where her team built a complimentary software/data analytics business via M&A and executed CEB’s exit to Gartner. Before CEB, Ms. Perez spent five years at McKinsey & Company, where she was part of the small team that launched and scaled the Social Sector Office. She also served as an independent consultant to the Board of the Bill and Melinda Gates Foundation to design and launch the Giving Pledge.
Ms. Perez is also the Co-Founder and Board Co-Chair of Generation Enterprise, a social mobility business accelerator operating in Nigeria.

Education

B.A. in Political Economy and Philosophy, Tulane University
M.A., International Commerce and Policy, George Mason University

Brian Loring

Senior Vice President

Private Equity, Foundation

Austin

Name Brian Loring

Title Senior Vice President

Division Private Equity, Foundation

Location Austin

Brian Loring, Vice President, Vista Equity Partners

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

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

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

Education

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

Shivan Patel

Senior Vice President

Private Equity, Endeavor

Chicago

Name Shivan Patel

Title Senior Vice President

Division Private Equity, Endeavor

Location Chicago

Shivan Patel, Vice President, Vista Equity Partners

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

Senior Vice President

Private Equity, Flagship

San Francisco

Name Nick Prickel

Title Senior Vice President

Division Private Equity, Flagship

Location San Francisco

Nick Prickel, Vice President, Vista Equity Partners

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

Senior Vice President

Private Equity, Endeavor

San Francisco

Name Abhay Puskoor

Title Senior Vice President

Division Private Equity, Endeavor

Location San Francisco

Abhay Puskoor, Senior Vice President, Vista Equity Partners

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

Senior Vice President

Private Equity, Flagship

Chicago

Name Nicolas Stahl

Title Senior Vice President

Division Private Equity, Flagship

Location Chicago

Nicolas Stahl, Vice President, Vista Equity Partners

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

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

Steven White

Senior Vice President

Private Equity, Flagship

Austin

Name Steven White

Title Senior Vice President

Division Private Equity, Flagship

Location Austin

Steven White, Vice President, Vista Equity Partners

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

Operating Vice President

Private Equity, Endeavor

Austin

Name Thomas Johnston

Title Operating Vice President

Division Private Equity, Endeavor

Location Austin

Thomas Johnston, Operating Vice President, Private Equity, Vista Equity Partners

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

Operating Vice President

Private Equity, Foundation

Austin

Name Zubin Nagpal

Title Operating Vice President

Division Private Equity, Foundation

Location Austin

Zubin Nagpal joined Vista Equity Partners in 2022 and is currently a member of the private equity Foundation team. Mr. Nagpal previously was with Vista Consulting Group for three years, where he served as Director of Value Creation.

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 Service. Before that, 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

Director of Impact

Private Equity

Name Charlotte Cipolletti

Title Director of Impact

Division Private Equity

Location

Charlotte Cipolletti, Director of Impact, Vista Equity Partners

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

Vice President

Private Equity, Flagship

Chicago

Name Andrew Alea

Title Vice President

Division Private Equity, Flagship

Location Chicago

Andrew Alea, Senior Associate, Vista Equity Partners

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

Vice President

Private Equity, Foundation

Austin

Name Stephen Foster

Title Vice President

Division Private Equity, Foundation

Location Austin

Stephen Foster, Vice President, Vista Equity Partners

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

Vice President

Private Equity, Flagship

Austin

Name Alan Glass

Title Vice President

Division Private Equity, Flagship

Location Austin

Alan Glass, Senior Associate, Vista Equity Partners

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

Charles Guan

Vice President

Private Equity, Flagship

San Francisco

Name Charles Guan

Title Vice President

Division Private Equity, Flagship

Location San Francisco

Charles Guan, Vice President, Vista Equity Partners

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

Vice President

Private Equity, Endeavor

San Francisco

Name Olga Kaplan

Title Vice President

Division Private Equity, Endeavor

Location San Francisco

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

Vice President

Private Equity, Foundation

Austin

Name Derek Klomhaus

Title Vice President

Division Private Equity, Foundation

Location Austin

Derek Klomhaus, Vice President, Vista Equity Partners

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

Ryan McMorrow

Vice President

Private Equity, Endeavor

San Francisco

Name Ryan McMorrow

Title Vice President

Division Private Equity, Endeavor

Location San Francisco

Ryan McMorrow joined Vista Equity Partners in 2021 and is currently a member of the private equity Endeavor team.

Prior to joining Vista, Mr. McMorrow was a Vice President at TVC Capital where he focused on growth investments in software and technology-enabled businesses. Before his time at TVC Capital, he served as Chief of Staff to the Chief Executive Officer of Micro Focus (NYSE: MFGP), one of the world’s largest pure-play software companies. Prior to Micro Focus, Mr. McMorrow worked as an Investment Banking Associate at Goldman, Sachs & Co. Mr. McMorrow began his career as a Naval Officer in the United States Navy.

Education

B.S. in Aeronautical Engineering, United States Naval Academy
M.B.A. in Finance and Entrepreneurial Management, The Wharton School, University of Pennsylvania

Brooke Nakatsukasa

Vice President

Private Equity, Flagship

San Francisco

Name Brooke Nakatsukasa

Title Vice President

Division Private Equity, Flagship

Location San Francisco

Brooke Nakatsukasa, Senior Associate, Vista Equity Partners

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

Vice President

Private Equity, Flagship

Austin

Name Sam Payton

Title Vice President

Division Private Equity, Flagship

Location Austin

Sam Payton, Vice President, Vista Equity Partners

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

Vice President

Private Equity, Flagship

San Francisco

Name Franklin Reis

Title Vice President

Division Private Equity, Flagship

Location San Francisco

Franklin Reis, Senior Associate, Vista Equity Partners

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

Vice President

Private Equity, Foundation

Austin

Name Vinay Shah

Title Vice President

Division Private Equity, Foundation

Location Austin

Vinay Shah, Vice President, Private Equity, Foundation, Vista Equity Partners

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

Vice President

Private Equity, Foundation

Austin

Name Dan Sullivan

Title Vice President

Division Private Equity, Foundation

Location Austin

Dan Sullivan, Senior Associate, Vista Equity Partners

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 Four Winds Interactive and Khoros. 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

Senior Associate

Private Equity

Austin

Name Luke Allen

Title Senior Associate

Division Private Equity

Location Austin

Luke Allen, Senior Associate, Vista Equity Partners

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

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

Education

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

Kojo Amarteyfio

Senior Associate

Private Equity

Austin

Name Kojo Amarteyfio

Title Senior Associate

Division Private Equity

Location Austin

Kojo Amarteyfio, Associate, Vista Equity Partners

Kojo Amarteyfio joined Vista Equity Partners in 2018. 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

Evan Escobedo

Senior Associate

Private Equity

Chicago

Name Evan Escobedo

Title Senior Associate

Division Private Equity

Location Chicago

Evan Escobedo, Senior Associate, Private Equity, Vista Equity Partners

Evan Escobedo joined Vista Equity Partners in 2017. 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

Senior Associate

Private Equity

San Francisco

Name Allyson Estey

Title Senior Associate

Division Private Equity

Location San Francisco

Allyson Estey, Senior Associate, Vista Equity Partners

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

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

Education

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

Adam Greene

Senior Associate

Private Equity, Foundation

Austin

Name Adam Greene

Title Senior Associate

Division Private Equity, Foundation

Location Austin

Adam Greene, Associate, Vista Equity Partners

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, Datto (NYSE: MSP), ESO Solutions, Kibo and LogicMonitor. He was also active in the firm’s investment in Advicent.  

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

Senior Associate

Private Equity

San Francisco

Name Kyle Henderson

Title Senior Associate

Division Private Equity

Location San Francisco

Kyle Henderson, Associate, Vista Equity Partners

Kyle Henderson joined Vista Equity Partners in 2016. Mr. Henderson currently works with the firm’s investments in Apptio, PlanSource and Salesloft. He was also actively involved in Vista’s investments in Aptean, Allocate, Datto (NYSE: MSP), 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

Senior Associate

Private Equity, Foundation

Chicago

Name Broderick Kelley

Title Senior Associate

Division Private Equity, Foundation

Location Chicago

Broderick Kelley, Associate, Vista Equity Partners

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

Fei Lucas

Senior Associate

Private Equity

San Francisco

Name Fei Lucas

Title Senior Associate

Division Private Equity

Location San Francisco

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

Prior to joining Vista, Ms. Lucas was a Vice President at The Riverside Company. While at Riverside, Ms. Lucas focused on middle-market buyouts of healthcare software companies. Before her time at Riverside, she worked at OMERS Private Equity where she focused on large-cap buyouts across a variety of industries. Prior to OMERS, Ms. Lucas worked at Citi, where she advised clients on mergers and acquisitions, equity and debt offerings and other strategic advisory initiatives.

Education

B.S. Economics, The Wharton School, University of Pennsylvania
M.B.A., Northwestern University, Kellogg School of Management

Ann Mathews-Pereira

Senior Associate

Private Equity

Austin

Name Ann Mathews-Pereira

Title Senior Associate

Division Private Equity

Location Austin

Ann Matthews-Pereira, Senior Associate, Private Equity, Vista Equity Partners

Ann Mathews-Pereira joined Vista Equity Partners in 2021.

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

Senior Associate

Private Equity, Flagship

Chicago

Name Madeline McCormick

Title Senior Associate

Division Private Equity, Flagship

Location Chicago

Madeline McCormick, Associate, Vista Equity Partners

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

Senior Associate

Private Equity, Flagship

Chicago

Name Annie Meyjes

Title Senior Associate

Division Private Equity, Flagship

Location Chicago

Annie Meyjes, Associate, Vista Equity Partners

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 SecureLink. She was actively involved with the firm’s investments in Apptio and Tribute Technology.

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

Education

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

Nick Murley

Senior Associate

Private Equity

Chicago

Name Nick Murley

Title Senior Associate

Division Private Equity

Location Chicago

Nick Murley, Associate, Vista Equity Partners

Nick Murley joined Vista Equity Partners in 2016. Mr. Murley currently works with the firm’s investments in Cvent, Datto and Gainsight. He was also actively involved in the firm’s investments in CentralSquare, 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

Senior Associate

Private Equity

Austin

Name Blair Ohman

Title Senior Associate

Division Private Equity

Location Austin

Blair Ohman, Associate, Vista Equity Partners

Blair Ohman joined Vista Equity Partners in 2020. Mr. Ohman currently works with the firm’s investments in Allvue, Applause and EagleView. He was previously 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

Senior Associate

Private Equity, Flagship

Chicago

Name Ben Oleniczak

Title Senior Associate

Division Private Equity, Flagship

Location Chicago

Ben Oleniczak, Associate, Vista Equity Partners

Ben Oleniczak joined Vista Equity Partners in 2018 and is currently 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), TigerConnect and TripleLift. He was also involved in the firm’s investment in Accelya.

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

Senior Associate

Private Equity

Austin

Name Aditi Shroff

Title Senior Associate

Division Private Equity

Location Austin

Aditi Shroff, Associate, Vista Equity Partners

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

Senior Associate

Private Equity

Chicago

Name Amanda Tyson

Title Senior Associate

Division Private Equity

Location Chicago

Amanda Tyson, Associate, Vista Equity Partners

Amanda Tyson joined Vista Equity Partners in 2019. Ms. Tyson currently works with the firm’s investments in Klarna, SmartBear, Securonix and Solera. She was actively involved in 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

Alan Schwartz

Chief Legal Officer

Legal & Compliance

New York

Name Alan Schwartz

Title Chief Legal Officer

Division Legal & Compliance

Location New York

Alan Schwartz joined Vista Equity Partners in January 2020 and is Chief Legal Officer for Vista Holdings Group. Mr. Schwartz sits on the board of Vista portfolio company iCIMS.

Prior to joining Vista, Mr. Schwartz served as Managing Director at First Reserve Corporation, where he served on the Board of Directors, handled complex legal and business issues, and was involved in the deployment of $25 billion of capital. Before his time at First Reserve Corporation, Mr. Schwartz worked at Simpson Thacher & Bartlett as a corporate partner focused on private equity.

Education

B.S. in Business Administration, University of New Hampshire
J.D., Fordham School of Law

TJ Veech

Senior Associate

Private Equity, Endeavor

Chicago

Name TJ Veech

Title Senior Associate

Division Private Equity, Endeavor

Location Chicago

TJ Veech, Associate, Vista Equity Partners

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

Senior Associate

Private Equity

Austin

Name Mark Wenden

Title Senior Associate

Division Private Equity

Location Austin

Mark Wenden, Senior Associate, Private Equity, Vista Equity Partners

Mark Wenden joined Vista Equity Partners in 2016. 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

Associate

Private Equity

Austin

Name Katy Arkell

Title Associate

Division Private Equity

Location Austin

Katy Arkell, Analyst, Private Equity, Vista Equity Partners

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

Associate

Private Equity

Austin

Name Taylor Auman

Title Associate

Division Private Equity

Location Austin

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

Associate

Private Equity

Austin

Name Tara Barabi

Title Associate

Division Private Equity

Location Austin

Tara Barabi, Associate, Private Equity, Vista Equity Partners

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

Associate

Private Equity

Austin

Name Phillip Barber

Title Associate

Division Private Equity

Location Austin

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

Rares Barbu

Associate

Private Equity

Chicago

Name Rares Barbu

Title Associate

Division Private Equity

Location Chicago

Rares Barbu, Analyst, Vista Equity Partners

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

Meredith Breach

Associate

Private Equity

Chicago

Name Meredith Breach

Title Associate

Division Private Equity

Location Chicago

Meredith Breach, Associate, Vista Equity Partners

Meredith Breach joined Vista Equity Partners in 2017. Ms. Breach is actively involved with the firm’s investments in Drift and Greenway Health. She was also actively involved with the firm’s investments in ComplySci, Integral Ad Science (NASDAQ: IAS), KnowBe4 (NASDAQ: KNBE), NAVEX Global, Stats Perform and Tomia. Prior to joining the private equity investment team, Ms. Breach was an intern within Vista Equity Partners’ Business Development group.

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

Education

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

Nick Burrello

Associate

Private Equity

Austin

Name Nick Burrello

Title Associate

Division Private Equity

Location Austin

Nick Burrello, Analyst, Private Equity, Vista Equity Partners

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

Associate

Private Equity

Austin

Name Elizabeth Carter

Title Associate

Division Private Equity

Location Austin

Elizabeth Carter, Associate, Private Equity, Vista Equity Partners

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

Jennifer Chen

Associate

Private Equity

Chicago

Name Jennifer Chen

Title Associate

Division Private Equity

Location Chicago

Jennifer Chen joined Vista Equity Partners in 2020. She was actively involved with the firm’s investment in Salesloft.

Prior to joining Vista, Ms. Chen worked as a Summer Analyst at JMI Equity.

Education

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

Amy Cui

Associate

Private Equity

Austin

Name Amy Cui

Title Associate

Division Private Equity

Location Austin

Amy Cui, Analyst, Private Equity, Vista Equity Partners

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

Associate

Private Equity

Austin

Name Nikoletta Georgalis

Title Associate

Division Private Equity

Location Austin

Nikoletta Georgalis, Associate, Private Equity, Vista Equity Partners

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

Associate

Private Equity

Austin

Name Nicholas Grisius

Title Associate

Division Private Equity

Location Austin

Nicholas Grisius, Analyst, Vista Equity Partners

Nicholas Grisius joined Vista Equity Partners in 2019. Mr. Grisius is actively involved with the firm’s investments in iN2L, Salesloft and SmartBear. He was also actively involved with the firm’s investments in Drift, Sonatype and Vertafore. Prior to joining as an Analyst, Mr. Grisius was an intern in Vista’s Private Equity group.

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

Education

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

Shannon Hou

Associate

Private Equity

Austin

Name Shannon Hou

Title Associate

Division Private Equity

Location Austin

Shannon Hou, Associate, Vista Equity Partners

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

Associate

Private Equity

Austin

Name Kaylyn Kavi

Title Associate

Division Private Equity

Location Austin

Kaylyn Kavi, Associate, Private Equity, Vista Equity Partners

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

Hunter Ladnier

Associate

Private Equity

Chicago

Name Hunter Ladnier

Title Associate

Division Private Equity

Location Chicago

Hunter Ladnier joined Vista Equity Partners in 2020. Mr. Ladnier currently works with the firm’s investments in ComplySci, Integral Ad Science (NASDAQ: IAS) and OfficeSpace. He was previously involved with the firm’s investment in Drift.

Prior to joining Vista, Mr. Ladnier worked as a Private Equity Analyst at The Atlas Group.

Education

B.A. in Economics and Government, Harvard University

Conner Lovely

Associate

Private Equity

Austin

Name Conner Lovely

Title Associate

Division Private Equity

Location Austin

Conner Lovely, Analyst, Private Equity, Vista Equity Partners

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

Associate

Private Equity

Chicago

Name Emmanuel Machena

Title Associate

Division Private Equity

Location Chicago

Emmanuel Machena joined Vista Equity Partners in 2021.

Prior to joining Vista, Mr. Machena spent time as a Private Equity Associate at BlackRock Private Equity Partners, 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

Mike McMullan

Associate

Private Equity

Chicago

Name Mike McMullan

Title Associate

Division Private Equity

Location Chicago

Mike McMullan, Associate, Vista Equity Partners

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

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

Education

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

Sisi Miteva

Associate

Private Equity

San Francisco

Name Sisi Miteva

Title Associate

Division Private Equity

Location San Francisco

Sisi Miteva joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Miteva was an Associate at Goldman Sachs’ Healthcare and Consumer Retail Group.

Education

B.A. in Economics and in Molecular Biology and Biochemistry, Wesleyan University
M.B.A., Harvard Business School

Amit Patel

Associate

Private Equity

San Francisco

Name Amit Patel

Title Associate

Division Private Equity

Location San Francisco

Amit Patel, Associate, Vista Equity Partners

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

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

Education

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

Karina Petrunova

Associate

Private Equity

Chicago

Name Karina Petrunova

Title Associate

Division Private Equity

Location Chicago

Karina Petrunova joined Vista Equity Partners in 2020. Ms. Petrunova was actively involved with the firm’s investment in Datto, Klarna, Schoox and StarRez.

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

Education

B.A. in Economics, Russian and Eastern European Studies, University of Chicago

William Sitzman

Associate

Private Equity

Austin

Name William Sitzman

Title Associate

Division Private Equity

Location Austin

William Sitzman, Analyst, Private Equity, Vista Equity Partners

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

Ryan Snyder

Associate

Private Equity

Chicago

Name Ryan Snyder

Title Associate

Division Private Equity

Location Chicago

Ryan Snyder, Associate, Vista Equity Partners

Ryan Snyder joined Vista Equity Partners in 2020. Mr. Snyder currently works with the firm’s investments in AlertMedia, Apptio, BetterCloud, Dispatch and StarRez. He was also actively involved in the firm’s investment in Zego (Powered by PayLease).

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

Education

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

Renee Spillane

Associate

Private Equity

Austin

Name Renee Spillane

Title Associate

Division Private Equity

Location Austin

Renee Spillane, Analyst, Capital and Partner Solutions, Vista Equity Partners

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

Associate

Private Equity

Chicago

Name Nghi Van

Title Associate

Division Private Equity

Location Chicago

Nghi Van, Analyst, Vista Equity Partners

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

Associate, Business Development

Private Equity, Endeavor

Austin

Name Jack Sheldon

Title Associate, Business Development

Division Private Equity, Endeavor

Location Austin

Jack Sheldon, Associate, Private Equity, Vista Equity Partners

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

Business Development, Associate

Private Equity, Endeavor

Austin

Name Shivam Shirolawala

Title Business Development, Associate

Division Private Equity, Endeavor

Location Austin

Shivam Shirolawala, Associate, Private Equity, Vista Equity Partners

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

Business Development, Associate

Private Equity, Endeavor

Austin

Name Eugene Williams

Title Business Development, Associate

Division Private Equity, Endeavor

Location Austin

Eugene Williams, Associate, Private Equity, Vista Equity Partners

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

Analyst

Private Equity

Austin

Name Jaden Baron

Title Analyst

Division Private Equity

Location Austin

Jaden Baron, Analyst, Private Equity, Vista Equity Partners

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

Mia Farlekas

Analyst

Private Equity

Chicago

Name Mia Farlekas

Title Analyst

Division Private Equity

Location Chicago

Mia Farlekas joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Farlekas was an Investment Banking Summer Analyst at Deutsche Bank. Before her time at Deutsche Bank, Ms. Farlekas was a Product Management Intern at Diligent Corporation.

Education

B.S. in Chemical Engineering, University of Notre Dame

Alexa Fillingim

Analyst

Private Equity

Chicago

Name Alexa Fillingim

Title Analyst

Division Private Equity

Location Chicago

Alexa Fillingim joined Vista Equity Partners in 2021.

Prior to her role at Vista, Ms. Fillingim worked as an intern in Vista’s Private Equity group. Prior to her time with Vista, Ms. Fillingim was an intern at PNC in the Institutional Asset Management group.

Education

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

Jack Ogden

Analyst

Private Equity

Name Jack Ogden

Title Analyst

Division Private Equity

Location

Jack Ogden joined Vista Equity Partners in 2021. Mr. Ogden was actively involved in the firm’s investment in BlueConic.

Prior to joining Vista, Mr. Ogden was a U.S. Navy SEAL Officer, where he led teams in domestic training and overseas operations.

Education

B.S. in Quantitative Economics and Chinese Language, United States Naval Academy

Rotimi Ogunmola

Analyst

Private Equity

San Francisco

Name Rotimi Ogunmola

Title Analyst

Division Private Equity

Location San Francisco

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)

Emmanuel Onakoya

Analyst

Private Equity

Chicago

Name Emmanuel Onakoya

Title Analyst

Division Private Equity

Location Chicago

Emmanuel Onakoya joined Vista Equity Partners in 2021.

Prior to joining Vista, Mr. Onakoya worked as an Associate at Apollo Global Management. Before his time with Apollo, Mr. Onakoya worked as a Senior Associate at KPMG in the M&A Deal Advisory and Corporate Strategy group.

Education

B.S. in Accounting, Marist College
M.S. in Accounting, Liberty University
Certified Public Accountant (CPA)

Derek Orji

Analyst

Private Equity

Austin

Name Derek Orji

Title Analyst

Division Private Equity

Location Austin

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

Andee Song

Analyst

Private Equity

Chicago

Name Andee Song

Title Analyst

Division Private Equity

Location Chicago

Andee Song joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Song was a Private Equity intern at One Peak Partners. Before her time at One Peak, Ms. Song was an Investment Banking Summer Analyst at Rothschild.

Education

B.A. in Economics and Computer Science, University of Chicago, magna cum laude

Annie Zhao

Analyst

Private Equity

San Francisco

Name Annie Zhao

Title Analyst

Division Private Equity

Location San Francisco

Annie Zhao joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Zhao was an Investment Banking Summer Analyst at Goldman Sachs in the Technology, Media and Telecommunications (TMT) group. Before her time at Goldman Sachs, Ms. Zhao was a Research Assistant at Harvard Business School.

Education

A.B. in Economics and Psychology, Harvard College, magna cum laude

Tyler Kellner

Vice President

Permanent Capital

Chicago

Name Tyler Kellner

Title Vice President

Division Permanent Capital

Location Chicago

Tyler Kellner, Vice President, Vista Equity Partners

Tyler Kellner joined Vista Equity Partners in 2012 and is currently a member of the private equity Perennial team, 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

Justin Hirsch

Managing Director, Strategy

Office of the CEO

Austin

Name Justin Hirsch

Title Managing Director, Strategy

Division Office of the CEO

Location Austin

Justin Hirsch, Senior Vice President, Strategy, Office of the CEO, Vista Equity Partners

Justin Hirsch joined Vista Equity Partners in 2016. In his role, Mr. Hirsch is involved in firm strategy, growth initiatives and other firm priorities, 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 was a Vice President at Evercore, where he advised alternative asset managers on minority investments and other strategies to meet growth objectives. He was also a member of the financial sponsors group that focused coverage on technology assets. Mr. Hirsch began his career in the principal transaction group at Macquarie Capital.

Education

B.A. in Human Biology, Stanford University

Rebecca Hu

Managing Director

Office of the CEO

Name Rebecca Hu

Title Managing Director

Division Office of the CEO

Location

Rebecca Hu, Senior Vice President, Office of the CEO, Vista Equity Partners

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

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

Education

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

Brent Lanier

Managing Director, Chief Information Officer

Information & Technology

Austin

Name Brent Lanier

Title Managing Director, Chief Information Officer

Division Information & Technology

Location Austin

Brent Lanier, Senior Vice President and Chief Information Officer, Information and Technology, Vista Equity Partners

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

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

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

Education

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

Christina Lema

Managing Director, General Counsel of Vista Management Company

Legal & Compliance

San Francisco

Name Christina Lema

Title Managing Director, General Counsel of Vista Management Company

Division Legal & Compliance

Location San Francisco

Christina Lema, Managing Director and General Counsel of Vista Management Company, Vista Equity Partners

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

Gwen Reinke

Managing Director, Chief Compliance Officer

Legal & Compliance

San Francisco

Name Gwen Reinke

Title Managing Director, Chief Compliance Officer

Division Legal & Compliance

Location San Francisco

Gwen Reinke, Managing Director and Chief Compliance Officer, Vista Equity Partners

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

Managing Director, Head of Administration & Human Resources

Administration & Human Resources

Austin

Name Marybeth Schmitz

Title Managing Director, Head of Administration & Human Resources

Division Administration & Human Resources

Location Austin

Marybeth Schmitz, Managing Director and of Administration and Human Resources, Vista Equity Partners

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

Managing Director

Office of the CEO

San Francisco

Name Stephen Seelbach

Title Managing Director

Division Office of the CEO

Location San Francisco

Stephen Seelbach, Managing Director, Office of the CEO, Vista Equity Partners

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

Managing Director, Strategic Communications

Firm Operations & Administration

New York

Name Brian W. Steel

Title Managing Director, Strategic Communications

Division Firm Operations & Administration

Location New York

Brian Steel, Managing Director, Firm Operations & Administration, Vista Equity Partners

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

Shelby Wanstrath

Managing Director

Firm Operations & Administration

Austin

Name Shelby Wanstrath

Title Managing Director

Division Firm Operations & Administration

Location Austin

Shelby Wanstrath joined Vista Equity Partners in 2021. Ms. Wanstrath is responsible for leading and supporting key cross-functional initiatives with a specific focus on new product development, strategic partnerships and fund management programs.

Prior to joining Vista, Ms. Wanstrath was the Co-Head of Private Equity Funds at the Teacher Retirement System of Texas where she oversaw the group’s $27 billion private equity funds portfolio and was a member of the Private Equity Investment and Management Committees. Prior to joining TRS in 2014, she led European private equity investments for Partner’s Group and held investment positions at WhiteHorse Capital and Prudential Capital Group.

Ms. Wanstrath sits on the Board of Trustees for the Dell Children’s Medical Foundation, the Dell Children’s Finance Committee and on the board of Petra Preschool.

Education

B.B.A. in Finance, Southern Methodist University
M.S. in Accounting, Cox School of Business, Southern Methodist University
M.B.A., London Business School

Bill Bindeman

Senior Vice President, Head of Finance, Vista Public Strategies

Firm Operations & Administration

San Francisco

Name Bill Bindeman

Title Senior Vice President, Head of Finance, Vista Public Strategies

Division Firm Operations & Administration

Location San Francisco

Bill Bindeman, Vice President, Head of Finance, Vista Public Strategies

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

Senior Vice President, Global Controller

Finance

Oakland

Name Jason Crichfield

Title Senior Vice President, Global Controller

Division Finance

Location Oakland

Jason Crichfield, Senior Vice President, Global Controller, Vista Equity Partners

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

Senior Vice President, Head of Finance, Vista Credit Partners

Finance

Oakland

Name David Jacobs

Title Senior Vice President, Head of Finance, Vista Credit Partners

Division Finance

Location Oakland

David Jacobs, Vice President, Head of Finance, Vista Credit Partners

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

Senior Vice President

Marketing

Austin

Name Jessi Marshall

Title Senior Vice President

Division Marketing

Location Austin

Jessi Marshall, Vice President, Marketing, Vista Equity Partners

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

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

Education

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

Ken Burke

Vice President, Head of Compliance & Senior Counsel, Vista Credit Partners

Legal & Compliance

New York

Name Ken Burke

Title Vice President, Head of Compliance & Senior Counsel, Vista Credit Partners

Division Legal & Compliance

Location New York

Ken Burke, Vice President, Head of Compliance and Senior Counsel, Vista Credit Partners

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

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

Education

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

Susie Choi

Vice President, Legal, M&A

Legal & Compliance

Name Susie Choi

Title Vice President, Legal, M&A

Division Legal & Compliance

Location

Susie Choi, Vice President of Legal, Legal and Compliance, Vista Equity Partners

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

Kirk Hourdajian

Vice President

ESG

Oakland

Name Kirk Hourdajian

Title Vice President

Division ESG

Location Oakland

Kirk Hourdajian, Vice President, Firm Operations & Administration, Vista Equity Partners

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

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

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

Education

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

Nataliya Kuzhylina

Vice President, Data Management

Firm Operations & Administration

New York

Name Nataliya Kuzhylina

Title Vice President, Data Management

Division Firm Operations & Administration

Location New York

Nataliya Kuzhylina joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Kuzhylina was Head of Data Governance and Data Quality at Apollo. Before Apollo, Ms. Kuzhylina was a Senior Vice President of Data Governance at Deutsche Bank, where she built a data governance and regulatory risk framework across the enterprise. Prior to Deutsche Bank, Ms. Kuzhylina held several leadership positions at GE Capital, including building its Data & Analytics Center of Excellence and implementing the first Data Governance Program.

Education

M.S., Management and Systems, New York University
M.S., Sociology, Kharkov National University (Ukraine)
B.S., Sociology, Kharkov National University (Ukraine)

Linda Ly

Vice President

Finance

Oakland

Name Linda Ly

Title Vice President

Division Finance

Location Oakland

Linda Ly, Director, Accounting, Vista Equity Partners

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

Vice President, Chief of Staff

Austin

Name Michelle Mittler

Title Vice President, Chief of Staff

Division

Location Austin

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

Vice President, Legal, Portfolio Management

Legal & Compliance

Austin

Name Chris Murphy

Title Vice President, Legal, Portfolio Management

Division Legal & Compliance

Location Austin

Chris Murphy, Vice President, Legal and Compliance, Vista Equity Partners

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

Vice President

Marketing

Austin

Name Lucy Neugart

Title Vice President

Division Marketing

Location Austin

Lucy Neugart, Director, Marketing, Vista Equity Partners

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

Vice President, Head of Tax

Finance

Oakland

Name Colin Rakita

Title Vice President, Head of Tax

Division Finance

Location Oakland

Colin Whiteman, Vice President, Head of Tax, Vista Equity Partners

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

Vice President

Finance

Oakland

Name Fiona Rees

Title Vice President

Division Finance

Location Oakland

Fiona Rees, Director, Finance, Vista Equity Partners

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

Vice President

Office of the CEO

Austin

Name Keith Shoates

Title Vice President

Division Office of the CEO

Location Austin

Keith Shoates, Vice President, Office of the CEO, Vista Equity Partners

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

Prior to joining Vista, Mr. Shoates worked as a Director at Integrity Applications Incorporated (IAI), where he built the firm’s portfolio in Northern Virginia. His primary focus was 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 (IT) Advisory Committee for the Northern Virginia Community College (NVCC). Composed of senior representatives of IT companies, this committee collaborates with NVCC to define curriculum and programs to develop an enduring pipeline of qualified IT professionals to meet the needs of IT companies within the greater Washington, D.C., metropolitan area. Mr. Shoates is the Founding Director and President of A View From Grace Foundation, which is dedicated to improving financial literacy, with an emphasis on continuous education, personal financial planning, debt reduction, and 529 College Savings Plans for individuals and families. 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

Gursimarjit “Simi” Singh

Vice President, Head of Compliance & Senior Counsel, Public Equity and Permanent Capital

Legal & Compliance

Oakland

Name Gursimarjit “Simi” Singh

Title Vice President, Head of Compliance & Senior Counsel, Public Equity and Permanent Capital

Division Legal & Compliance

Location Oakland

Simi Singh joined Vista Equity Partners in 2019 and is a Vice President and Vista’s Head of Compliance for Public Equity and Permanent Capital.

Prior to joining Vista, Mr. Singh worked as a Director and Counsel at Affiliated Managers Group (AMG) in Boston, where he advised AMG’s affiliated investment management firms and global distribution platform on legal and regulatory matters. Before his time with AMG, Mr. Singh worked at HedgeOp Compliance, LLC as a Senior Compliance Associate, where he focused on regulatory compliance for private fund advisers. Prior to HedgeOp Compliance, Mr. Singh worked at Proskauer Rose LLP as an Associate in the private investment funds group.  Mr. Singh is a member of the State Bars of Massachusetts and New York.

Education

B.S. in Finance and History, Rutgers University
J.D., Boston University School of Law

Alexandria Stuart

Vice President, Head of Compliance & Senior Counsel, Private Equity

Legal & Compliance

San Francisco

Name Alexandria Stuart

Title Vice President, Head of Compliance & Senior Counsel, Private Equity

Division Legal & Compliance

Location San Francisco

Alexandria Stuart, Vice President, Legal and Compliance, Vista Equity Partners

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

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

Education

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

Nancy Whalen

Vice President

Human Resources

Austin

Name Nancy Whalen

Title Vice President

Division Human Resources

Location Austin

Nancy Whalen, Vice President, Human Resources, Vista Equity Partners

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

Director

Diversity and Inclusion

Austin

Name Khalida Ali

Title Director

Division Diversity and Inclusion

Location Austin

Khalida Ali, Director, Diversity and Inclusion, Vista Equity Partners

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

John Coyle

Director

Finance

Oakland

Name John Coyle

Title Director

Division Finance

Location Oakland

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

Director

Human Resources

Austin

Name Ashley Crill

Title Director

Division Human Resources

Location Austin

Ashley Crill, Director, Firm Operations and Administration, Vista Equity Partners

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

Amitabh Desai

Director

Office of the CEO

New York

Name Amitabh Desai

Title Director

Division Office of the CEO

Location New York

Ami Desai joined Vista Equity Partners in 2020. Mr. Desai supports the firm’s founder Robert F. Smith, assists portfolio companies and limited partners, and develops strategic initiatives.

Prior to joining Vista, Mr. Desai served as President Clinton’s Foreign Policy Adviser for 13 years, where he oversaw international strategy, led new partnerships, and managed relationships with Heads of State, business leaders, philanthropists and NGOs around the globe. Previously, Mr. Desai served as Legislative Aide on foreign policy to then-Senator Hillary Rodham Clinton. Mr. Desai began his career at JPMorgan, working on mergers and acquisitions in the technology, media and telecom sectors. He also has experience at the United Nations, Crisis Group, Senator Ted Kennedy’s office and the Greater New York Hospital Foundation, where he helped create a technology platform to better connect low-income New Yorkers with health services.

Mr. Desai currently sits on the board of NPower, a nonprofit organization launching digital careers for military veterans and young adults from underserved communities. 

Education

B.A. in Public Health, Johns Hopkins University
M.A. in Foreign Policy, Columbia University, School of International and Public Affairs

Brooke Ferguson

Director

Marketing

Austin

Name Brooke Ferguson

Title Director

Division Marketing

Location Austin

Brooke Ferguson, Director, Firm Operations & Administration, Vista Equity Partners

Brooke Ferguson joined Vista Equity Partners in 2021 and is a Director.

Prior to joining Vista, Ms. Ferguson was Vice President of Marketing and Communications at Adams Street Partners, where she focused on internal and external communications and served as a member of Adams Street’s Editorial Board. Before her time with Adams Street, Ms. Ferguson was Vice President of Investor Relations at Citadel, where she prepared and distributed communications to global executives and investors. Prior to Citadel, Ms. Ferguson held multiple client-facing roles at Bernstein Global Wealth Management.

Education

B.A. in International Relations and French, Lake Forest College

Domini Floyd

Director, Business Applications

Information & Technology

Austin

Name Domini Floyd

Title Director, Business Applications

Division Information & Technology

Location Austin

Domini Floyd, Director, Business Applications, Vista Equity Partners

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

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

Education

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

Autumn Gloetzner

Director, Workplace Design and Construction

Human Resources

Name Autumn Gloetzner

Title Director, Workplace Design and Construction

Division Human Resources

Location

Autumn Gloetzner joined Vista Equity Partners in 2021. In her role, she oversees the design and construction for Vista’s real estate portfolio.

Prior to joining Vista, Ms. Gloetzner was a Workplace Leader at DLR Group, where she led and managed projects designing collaborative workspaces tailored to individual clients. While at DLR Group, she led the design of all six of Vista’s offices. Before DLR, Ms. Gloetzner was a Senior Designer at PDR, a design, architecture and consulting firm.

Education

B.Arch in Architecture, University of Houston, cum laude
B.S in Environmental Design, University of Houston, cum laude
Advanced Management, Executive Education, Jones Graduate School of Business, Rice University

Ashleigh Gorman

Director, Marketing Technology and Insights

Firm Operations & Administration

Austin

Name Ashleigh Gorman

Title Director, Marketing Technology and Insights

Division Firm Operations & Administration

Location Austin

Ashleigh Gorman, Director, Marketing Technology and Insights, Vista Equity Partners

Ashleigh Gorman joined Vista Equity Partners in 2016. Ms. Gorman is responsible for leading the firm’s marketing technology team and advancing marketing intelligence to advantage the firm’s sourcing and fundraising strategies.

Prior to joining Vista, Ms. Gorman served in Demand Generation leadership roles at SaaS enterprise software companies such as Invodo, Leaf Group and Pluck (acquired by Sprinklr), where she focused on martech platform implementations, marketing and sales methodology, digital UX strategy and marketing intelligence.

Education

B.A. in Business, Economics and Sociology, Hampshire College

Susan McCartin

IT Governance, Director

Information & Technology

Name Susan McCartin

Title IT Governance, Director

Division Information & Technology

Location

Susan McCartin joined Vista Equity Partners in 2021 and is responsible for IT Governance.

Previously, Ms. McCartin was an IT Strategy Consultant at Vista. Prior to joining Vista, Ms. McCartin was Senior Manager of IT Transformation at BCG, where she implemented IT opportunities for business processes. Before BCG, Ms. McCartin was Director of the Program Management Office at Bain Capital.

Education

B.A. in Engineering and Environmental Studies, Dartmouth College
M.P.P. and M.U.P., Harvard Kennedy School

Ryan Montoya

Director, Valuation

Finance

Oakland

Name Ryan Montoya

Title Director, Valuation

Division Finance

Location Oakland

Ryan Montoya, Director, Private Equity, Vista Equity Partners

Ryan Montoya joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Montoya was a Director in the Credit Monitoring group at Golub Capital. Before Golub Capital, he spent over a decade at Valuation Research Corporation (VRC), where he held several positions, most recently as a Senior Vice President.

Education

B.A. in Economics, Pomona College

Ashot Navasardyan

Director, Development

Office of the CEO

San Francisco

Name Ashot Navasardyan

Title Director, Development

Division Office of the CEO

Location San Francisco

Ashot Navasardyan joined Vista Equity Partners in 2014 and focuses on expanding international business opportunities.

Prior to joining Vista, Mr. Navasardyan managed investment projects and international business development at Interactive Brokers and was a Senior Investment Banker specializing in corporate finance and mergers and acquisitions at Spencer Clarke in New York. Mr. Navasardyan began his career as a Technology Consultant at Accenture and had previously worked at the World Bank while completing his master’s at George Washington University.

Education

M.S. in Economics and Politics, London School of Economics
M.A. in International Policy, George Washington University
M.B.A., Columbia Business School

Rachel Stark

Director, Financial Planning & Analysis

Finance

Oakland

Name Rachel Stark

Title Director, Financial Planning & Analysis

Division Finance

Location Oakland

Rachel Stark, Director, Financial Planning and Analysis, Vista Equity Partners

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

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

Education

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

Carter Tatum

Talent, Director

Human Resources

Austin

Name Carter Tatum

Title Talent, Director

Division Human Resources

Location Austin

Carter Tatum, Director, Talent, Vista Equity Partners

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

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

Education

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

Pete Fisher

Managing Director

Credit

New York

Name Pete Fisher

Title Managing Director

Division Credit

Location New York

Pete Fisher, Portfolio Manager, Credit, Vista Equity Partners

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

Managing Director

Credit

Chicago

Name Kristine Jurczyk

Title Managing Director

Division Credit

Location Chicago

Kristine Jurczyk, Managing Director, Vista Credit Partners

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

Joshua Niedner

Managing Director

Credit

Chicago

Name Joshua Niedner

Title Managing Director

Division Credit

Location Chicago

Josh Niedner, Managing Director, Vista Credit Partners

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

Stephanie Alger

Director, Risk & Analytics, Head of Strategy

Credit

Name Stephanie Alger

Title Director, Risk & Analytics, Head of Strategy

Division Credit

Location

Stephanie Alger, Director & Head of Strategy, Risk Management, Vista Equity Partners

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

Melissa Griffiths

Director, Operations and Portfolio Finance

Credit

New York

Name Melissa Griffiths

Title Director, Operations and Portfolio Finance

Division Credit

Location New York

Melissa Griffiths, Director of Operations and Portfolio Finance, Credit, Vista Equity Partners

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, with a focus 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

Alexander Hughes

Director

Credit

New York

Name Alexander Hughes

Title Director

Division Credit

Location New York

Alexander Hughes, Vice President, Vista Credit Partners

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

Amy Mathews

Head of Venture Capital Coverage, Director

Credit

Oakland

Name Amy Mathews

Title Head of Venture Capital Coverage, Director

Division Credit

Location Oakland

Amy Mathews, Director, Head of Venture Capital Coverage, Vista Credit Partners

Amy Mathews joined Vista Credit Partners in 2021.

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

Education

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

Ryan Mingo

Director

Credit

New York

Name Ryan Mingo

Title Director

Division Credit

Location New York

Ryan Mingo, Director, Credit, Vista Equity Partners

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

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

Education

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

Brendan Renehan

Director

Credit

New York

Name Brendan Renehan

Title Director

Division Credit

Location New York

Brendan Renehan, Director, Credit, Vista Equity Partners

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

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

Mr. Renehan is a board member of Rocket Lawyer and a board observer of AssureCare, Artsy, Certane and TCGPlayer.

Education

B.A. in Political Economy, Georgetown University

John Sette

Director, Head of Credit Trading

Credit

Name John Sette

Title Director, Head of Credit Trading

Division Credit

Location

John Sette, Director, Head of Credit Training, Credit, Vista Equity Partners

John Sette joined Vista Credit Partners in October 2020 as Head of Credit Trading and is responsible for sourcing, evaluating and executing trades in syndicated credit and special situation opportunities.

Prior to joining Vista, Mr. Sette served as Managing Director in the trading team at Anchorage Capital Group, where he was responsible for sourcing, executing and managing investment ideas in distressed credit, equities and options. Before his time with Anchorage, Mr. Sette was a Research Assistant at Citigroup within the Real Estate Equity Research team.

Education

B.S. in Commerce, Finance Concentration, University of Virginia

Lendell Thompson

Director

Credit

Oakland

Name Lendell Thompson

Title Director

Division Credit

Location Oakland

Lendell Thompson, Director, Vista Credit Partners

Lendell Thompson joined Vista Credit Partners in 2017.

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

Education

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

Shawn Tierney

Director

Credit

Name Shawn Tierney

Title Director

Division Credit

Location

Shawn Tierney joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Tierney was a Vice President at The Carlyle Group. During his 9 years at Carlyle, he worked in Portfolio Management with a focus on Liability Management across the firm’s Direct Lending platform. Before Carlyle, he was an Associate at PricewaterhouseCoopers, where worked as a CPA in the Asset Management practice.

Education

B.S. in Accounting, Binghamton University

Ryan Crabtree

Vice President

Credit

Chicago

Name Ryan Crabtree

Title Vice President

Division Credit

Location Chicago

Ryan Crabtree, Senior Associate, Credit, Vista Equity Partners

Ryan Crabtree joined Vista Credit Partners in 2018.

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

Education

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

Alexandra Fen

Vice President

Credit

New York

Name Alexandra Fen

Title Vice President

Division Credit

Location New York

Alexandra Fen, Vice President, Credit, Vista Equity Partners

Alexandra Fen joined Vista Credit Partners in 2021.

Prior to joining Vista, Ms. Fen was a Director and Product Specialist on the Opportunistic Credit team at Apollo Global Management, where she was responsible for product development, fundraising and investor relations management. Before her time with Apollo, Ms. Fen was an Investment Banking Analyst at J.P. Morgan, where she worked in the Leveraged Finance group.

Education

B.A. in Mathematics, Finance and French, Washington University in St. Louis

Jack Holby

Vice President

Credit

New York

Name Jack Holby

Title Vice President

Division Credit

Location New York

Jack Holby, Vice President, Credit, Vista Equity Partners

Jack Holby joined Vista Credit Partners in 2021.

Prior to joining Vista, Mr. Holby was a Senior Associate at The Carlyle Group, where he worked within Carlyle Illiquid Credit focused on software and technology.

Education

B.S. Mathematics, St. Lawrence University

Humayra Kabir

Senior Associate

Credit

New York

Name Humayra Kabir

Title Senior Associate

Division Credit

Location New York

Humayra Kabir, Associate, Credit, Vista Equity Partners

Humayra Kabir joined Vista Credit Partners in 2019.

Prior to joining Vista, Ms. Kabir served as a Junior Associate at Octagon Credit Investors, where she focused on the software and business services sectors. Before her time with Octagon, Ms. Kabir worked at Bank of America Merrill Lynch as an Investment Banking Analyst.

Education

B.S. in Economics with concentrations in Finance and Statistics, The Wharton School, University of Pennsylvania

George Lu

Senior Associate

Credit

New York

Name George Lu

Title Senior Associate

Division Credit

Location New York

George Lu joined Vista Credit Partners in 2021.

Prior to joining Vista, Mr. Lu was on the Credit Opportunities team at Bregal Sagemount, where he underwrote non-sponsored and special situations investments in the technology and business services sectors. Before Bregal Sagemount, Mr. Lu was an Associate at Partners Group, where he was an investment professional across private equity and credit.

Education

B.A. in Mathematics, Economics, Northwestern University, magna cum laude
A.M. Economics, Harvard University

Mimi Messawer

Senior Associate

Credit

New York

Name Mimi Messawer

Title Senior Associate

Division Credit

Location New York

Mimi Messawer, Associate, Vista Credit Partners

Mimi Messawer joined Vista Credit Partners in 2019.

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

Education

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

Erin Myers

Senior Associate, Fund Management

Credit

Chicago

Name Erin Myers

Title Senior Associate, Fund Management

Division Credit

Location Chicago

Erin Myers, Senior Associate, Fund Management, Vista Credit Partners

Erin Myers joined Vista Credit Partners in 2016.

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

Education

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

Dillon L. Cope

Associate

Credit

New York

Name Dillon L. Cope

Title Associate

Division Credit

Location New York

Dillon L. Cope joined Vista Credit Partners in 2020. 

Prior to joining Vista, Mr. Cope served as an Associate in the Debt Capital Markets group at Bank of America Merrill Lynch in Hong Kong, where he focused on Investment Grade and High Yield credit origination and syndication. Before his time in Hong Kong, Mr. Cope worked as an Analyst in the Global Risk Management group in New York. 

Education

B.A. in International Politics and Economics, Middlebury College

Rachel Krug

Associate

Credit

Name Rachel Krug

Title Associate

Division Credit

Location

Rachel Krug joined Vista Credit Partners in 2020.

Prior to joining Vista, Ms. Krug served as a Financial Analyst at Wells Fargo & Company, where she focused on the Commercial and Industrial sector within the Middle Market Banking group.

Education

B.S. in Business Administration, University of Missouri

Dillon Dunteman

Associate

Credit

New York

Name Dillon Dunteman

Title Associate

Division Credit

Location New York

Dillon Dunteman joined Vista Credit Partners in 2021.

Prior to joining Vista, Mr. Dunteman was an Associate at The Firmament Group, where he invested private equity and debt capital in lower middle market businesses and early-stage startups.

Education

B.S. in Mechanical Engineering, Harvard University

Percil Parikh

Associate

Credit

New York

Name Percil Parikh

Title Associate

Division Credit

Location New York

Percil Parikh joined Vista Credit Partners in 2021.

Prior to joining Vista, Mr. Parikh was an Associate at CPP Investments, where he focused on the Business Services and Industrials sectors within the Americas Leveraged Finance group.

Education

B.B.A. in Finance, Schulich School of Business, York University

Kiran Rao

Chief Operating Officer, Value Creation

Consulting Group

San Francisco

Name Kiran Rao

Title Chief Operating Officer, Value Creation

Division Consulting Group

Location San Francisco

Kiran Rao joined Vista Consulting Group in 2021 and is Chief Operating Officer of Vista’s Value Creation Team.

Prior to joining Vista, Mr. Rao was an Operating Partner at TPG Capital, where he led the Technology Sector team. Mr. Rao has assumed operational roles and served on boards for over 10 TPG portfolio companies, including Digital.ai, WellSky, Everfi, Univision, Chobani and Cirque Du Soleil.

Before TPG, Mr. Rao was a consultant at McKinsey & Company, serving TMT and private equity clients. Prior to McKinsey, Mr. Rao worked at Cisco Systems, Accenture and Asera (a Kleiner Perkins software startup). He currently serves on the Board of Directors for the Cal Alumni Association at the University of California and is a member of the Order of the Golden Bear.

Education

B.S. in Electrical Engineering and Computer Science, University of California, Berkeley
M.B.A. in Management and Finance, Columbia Business School

Dionne Hosten

Managing Director, Talent

Consulting Group

Austin

Name Dionne Hosten

Title Managing Director, Talent

Division Consulting Group

Location Austin

Dionne Hosten joined Vista Consulting Group in 2021 and is Managing Director of Talent.

Prior to joining Vista, Ms. Hosten was a Partner at ghSmart, where she co-led the firm’s CEO Succession Practice and was a core member of the firm’s Management Committee. At ghSmart, she specialized in executive and organizational assessment, leadership coaching and development and advising and supporting boards on C-suite succession. Before ghSmart, Ms. Hosten was Vice President of Global Talent at Ralph Lauren. Prior to ghSMART and Ralph Lauren, Ms. Hosten was a Director at Spencer Stuart.

Education

B.S. in Engineering and Economics, University of Pennsylvania
M.B.A., Harvard Business School

Alan Kerr

Managing Director, Go-to-Market

Consulting Group

Austin

Name Alan Kerr

Title Managing Director, Go-to-Market

Division Consulting Group

Location Austin

Alan Kerr, Managing Director, Consulting Group, Vista Equity Partners

Alan Kerr joined Vista Consulting Group in 2021 and is Managing Director of Go-To-Market.

Prior to joining Vista, Mr. Kerr was Chief Revenue Officer at Diebold Nixdorf and also Head of Software, where he led the strategy and execution of the Company’s software solutions, specifically its emerging leadership in digital banking and connected commerce. Before Diebold Nixdorf, Mr. Kerr held executive and leadership and several enterprise software companies, including Kofax, HPSoftware, Peregrine Systems, Ascential Software and Informix Software.

Doug Owens

Managing Director, Business Operations

Consulting Group

Austin

Name Doug Owens

Title Managing Director, Business Operations

Division Consulting Group

Location Austin

Doug Owens, Senior Vice President, Operations, Vista Equity Partners

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

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

Education

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

Kevin Sofield

Managing Director

Capital Markets

Austin

Name Kevin Sofield

Title Managing Director

Division Capital Markets

Location Austin

Kevin Sofield, Managing Director, Vista Equity Partners

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

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

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

Education

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

Clifford Chiu

Senior Advisor

Executive Committee

Austin

Name Clifford Chiu

Title Senior Advisor

Division Executive Committee

Location Austin

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

Outside of Vista, Mr. Chiu is a corporate director and private investment firm senior advisor, as well as a board or committee appointee to government bodies and non-governmental organizations in financial services, enterprise software, data and technology-enabled solutions, healthcare, education, social welfare and the arts located throughout the United States and Hong Kong. On July 15, 2022, President Joe Biden announced his intent to appoint Mr. Chiu to serve as a member, Commission on Presidential Scholars.

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

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

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

Education

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

Monica Davis

Senior Vice President

Capital & Partner Solutions

Name Monica Davis

Title Senior Vice President

Division Capital & Partner Solutions

Location

Monica Davis joined Vista Equity Partners in 2021. Ms. Davis is responsible for leading Vista’s Capital & Partner Solutions engagement and client development efforts throughout the Mid-Atlantic and Southeast regions of the United States.

Prior to joining Vista, Ms. Davis worked as a Managing Director of Investor Relations at L Catterton, where she focused on capital raising and investor relations for Americas-based funds. Before her time with L Catterton, Ms. Davis spent over seven years at KKR, most recently as a Director in the Client and Partner Group, where she was a product specialist focused on global capital raising and business development activities across multiple product offerings, including large, multi-strategy strategic partnerships. Prior to KKR, Ms. Davis spent over four years with Merrill Lynch’s Private Equity Funds Group and its subsequent spin-out company, Mercury Capital Advisors.

Education

B.B.A. in Finance, Howard University, summa cum laude
M.B.A., Columbia Business School
M.B.A., London Business School

Cheryl Cecchini Leahy

Senior Vice President

Capital & Partner Solutions

San Francisco

Name Cheryl Cecchini Leahy

Title Senior Vice President

Division Capital & Partner Solutions

Location San Francisco

Cheryl Cecchini Leahy, Vice President, Vista Equity Partners

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

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

Education

B.S. in Finance and Accounting, Georgetown University

Drew Tate

Senior Vice President

Capital & Partner Solutions

Austin

Name Drew Tate

Title Senior Vice President

Division Capital & Partner Solutions

Location Austin

Drew Tate, Senior Vice President, Vista Equity Partners

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

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

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

Education

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

Andy Ugarte

Senior Vice President

Capital & Partner Solutions

Hong Kong

Name Andy Ugarte

Title Senior Vice President

Division Capital & Partner Solutions

Location Hong Kong

Andy Ugarte joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Ugarte was a Managing Director at Evercore in Hong Kong, where he co-led the Hong Kong generalist M&A advisory and provided advice on M&A transactions across Southeast Asia and Asia cross-border transactions with sponsor and corporate clients. Before Evercore, he was an investment and advisory professional with Macquarie in the United States and Canada.

Education

B.A. in Business Communication, Finance, University of British Columbia
M.B.A. in Finance and Entrepreneurial Management, The Wharton School, University of Pennsylvania

Hannah Dolgin

Vice President

Capital & Partner Solutions

New York

Name Hannah Dolgin

Title Vice President

Division Capital & Partner Solutions

Location New York

Hannah Dolgin joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Dolgin worked as an Investment Banking and Growth Equity Associate at the Raine Group. Before her time with Raine, Ms. Dolgin worked as a Product Development and Investor Relations Associate at SECOR Asset Management. Prior to SECOR, Ms. Dolgin worked at J.P. Morgan Asset Management as an Alternative Capital Markets Analyst developing investment solutions for clients in hedge funds, private equity and private real estate offerings.

Education

B.S. in Business Administration and Management, Cornell University
M.B.A., Columbia Business School

Andrew Jopling

Vice President

Capital & Partner Solutions

New York

Name Andrew Jopling

Title Vice President

Division Capital & Partner Solutions

Location New York

Andrew Jopling joined Vista Equity Partners in 2022. Mr. Jopling is responsible for working with Vista’s investor base on co-investment and direct investment opportunities across investment platforms.

Prior to joining Vista, Mr. Jopling spent 7 years at Goldman Sachs, where he was a Vice President in the firmwide Alternatives Capital Markets & Strategy group, driving institutional capital markets, capital raising and client strategy for alternative investments across all asset classes. Before Goldman Sachs, Mr. Jopling was an Analyst at Hudson Advisors focused on distressed credit and portfolio analytics.

Education

B.B.A., Accounting, Southern Methodist University
M.S.A., Accounting and Finance, Southern Methodist University

John Seni

Senior Vice President

Capital Markets

Austin

Name John Seni

Title Senior Vice President

Division Capital Markets

Location Austin

John Seni, Senior Vice President, Vista Equity Partners

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

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

Education

B.A. in English, Dartmouth College

Dawan Koo

Vice President

Capital & Partner Solutions

Name Dawan Koo

Title Vice President

Division Capital & Partner Solutions

Location

Dawan Koo joined Vista Equity Partners in 2021. Mr. Koo focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout Asia.

Prior to joining Vista, Mr. Koo was Director of Business Development and Investor Relations at Värde Partners, where he focused on relationship-building and capital-raising initiatives across East Asia. Before his time at Värde, Mr. Koo worked at HarbourVest Partners in Hong Kong as an Investment Associate. Prior to HarbourVest, he worked at Credit Suisse as an Analyst and at AB Bernstein as an Assistant Vice President.

Education

B.S. in Applied Economics and Management, Cornell University, magna cum laude

Tom McCabe

Vice President

Capital & Partner Solutions

New York

Name Tom McCabe

Title Vice President

Division Capital & Partner Solutions

Location New York

Tom McCabe joined Vista Equity Partners in 2021 and is a Vice President. Mr. McCabe contributes to the project management of Vista’s capital campaigns across investment strategies.

Prior to joining Vista, Mr. McCabe was an Associate on the Investor Relations and Business Development team at CVC in London and New York, where he worked on capital raising, investor relations and strategy. Prior to CVC, Mr. McCabe was an Analyst on the Equities Electronic Trading team at Credit Suisse in London.

Education

B.A. in History, University of Warwick
M.Sc. in Management, Warwick Business School

Kylie Richards

Vice President

Capital & Partner Solutions

Name Kylie Richards

Title Vice President

Division Capital & Partner Solutions

Location

Kylie Richards joined Vista Equity Partners in 2022. Ms. Richards focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout the Middle East and Latin America.

Prior to joining Vista, Ms. Richards worked as a Senior Associate at Sun Capital Partners and as a Senior Associate at Riverstone Holdings, where she focused on investor relations and fundraising. Prior to that, Ms. Richards was an Associate on the investment team at Madison Dearborn Partners. Ms. Richards began her career as an Investment Banking Analyst in the Healthcare group at J.P. Morgan.

Education

B.A. in Economics, Northwestern University

Juliet Zawedde

Vice President

Capital & Partner Solutions

New York

Name Juliet Zawedde

Title Vice President

Division Capital & Partner Solutions

Location New York

Juliet Zawedde, Capital and Partner Solutions, Vista Equity Partners

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

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

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

Education

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

James Davies

Manager

Capital & Partner Solutions

Austin

Name James Davies

Title Manager

Division Capital & Partner Solutions

Location Austin

James Davies joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Davies was a Manager at KPMG, where he worked on M&A and capital markets transactions. Before KPMG, he worked at Ord Minnett in Corporate Finance. Mr. Davies began his career at EY as a Senior Consultant.

Education

BCom, Accounting and Finance, University of Melbourne
Chartered Accountant, Australia and New Zealand (CA ANZ)

Pat Repko

Senior Associate

Capital & Partner Solutions

Chicago

Name Pat Repko

Title Senior Associate

Division Capital & Partner Solutions

Location Chicago

Pat Repko joined Vista Equity Partners in 2018. Mr. Repko works with Vista’s investor base on co-investment and direct investment opportunities across investment platforms.

Prior to joining Vista, Mr. Repko worked as an Associate at Bank of America Merrill Lynch, where he was responsible for helping governments and public entities raise money to finance capital projects.

Education

B.S. in Finance and Supply Chain Management, Northeastern University

Katherine Bessey

Associate

Capital & Partner Solutions

Austin

Name Katherine Bessey

Title Associate

Division Capital & Partner Solutions

Location Austin

Katherine Bessey, Associate, Capital and Partner Solutions, Vista Equity Partners

Katherine Bessey joined Vista Equity Partners in 2021. Ms. Bessey works with Vista’s investor base on co-investment and direct investment opportunities across investment strategies.

Prior to joining Vista, Ms. Bessey was an Analyst at Sixpoint Partners, where she was responsible for project management of the firm’s private equity mandates. Before Sixpoint, Ms. Bessey was an Investment Banking Analyst at Barclays for the technology, media and telecom sectors on the Debt Capital Markets team.

Education

B.A. in Economics, Cornell University

John Kettle

Associate

Capital & Partner Solutions

New York

Name John Kettle

Title Associate

Division Capital & Partner Solutions

Location New York

John Kettle, Analyst, Capital and Partner Solutions, Vista Equity Partners

John Kettle joined Vista Equity Partners in 2019. Mr. Kettle supports the Capital & Partner Solutions strategy across the Vista platform.

Prior to joining Vista, Mr. Kettle was an intern at Bessemer Trust on the Client Advisory team.

Education

B.A. in Economics and Spanish, Johns Hopkins University

Elizabeth Walsh

Senior Associate

Capital Markets

San Francisco

Name Elizabeth Walsh

Title Senior Associate

Division Capital Markets

Location San Francisco

Elizabeth Walsh, Associate, Capital Markets, Vista Equity Partners

Elizabeth Walsh joined Vista Equity Partners in 2017. Ms. Walsh is responsible for supporting portfolio company financing activities, including buyouts, recapitalizations, acquisition financing and refinancing. Prior to her role as an Associate in Capital Markets, Ms. Walsh served as an Associate in Capital & Partner Solutions for Vista’s private equity funds.

Prior to joining Vista, Ms. Walsh worked at J.P. Morgan as an Analyst in the Leveraged Finance group.

Education

B.S. in International Business and Political Science, Washington University in St. Louis

Emily Rohrbach

Associate

Capital & Partner Solutions

New York

Name Emily Rohrbach

Title Associate

Division Capital & Partner Solutions

Location New York

Emily Rohrbach, Associate, Vista Equity Partners

Emily Rohrbach joined Vista Equity Partners in 2021. Ms. Rohrbach contributes to project management for Vista’s capital campaigns across investment strategies.

Prior to joining Vista, Ms. Rohrbach worked as an Associate at Kelso & Company on the Investor Relations and Marketing team, where she was responsible for capital raising, marketing and communications, as well as portfolio management. Before her time at Kelso & Company, she worked at Lazard Frères & Co. as an Investment Banking Analyst on the Capital Markets and Capital Structure Advisory team.

Education

B.S. in Commerce, Concentrations in Finance and Marketing, University of Virginia, McIntire School of Commerce

Caroline Trant

Associate

Capital & Partner Solutions

New York

Name Caroline Trant

Title Associate

Division Capital & Partner Solutions

Location New York

Caroline Trant joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Trant spent 4 years at J.P. Morgan, most recently as a Private Investments Associate. Previously, Ms. Trant was a Private Investments Analyst and Private Banking Analyst at J.P. Morgan.

Education

B.S. in Finance, Kelley School of Business, Indiana University, with honors

Florina Yang

Associate

Capital & Partner Solutions

New York

Name Florina Yang

Title Associate

Division Capital & Partner Solutions

Location New York

Florina Yang joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Yang was an Investor Relations and Product Management Associate at Ares Management. Before Ares, she was an Investment Banking Analyst at Citi.

Education

B.A. in Economics, University of Chicago

Hailey Bishop

Analyst

Capital & Partner Solutions

Austin

Name Hailey Bishop

Title Analyst

Division Capital & Partner Solutions

Location Austin

Hailey Bishop, Analyst, Capital and Partner Solutions, Vista Equity Partners

Hailey Bishop joined Vista in 2021.

Prior to Vista, Ms. Bishop was an Analyst at Dimensional Fund Advisors where she focused on managing relationships and running complex portfolio analyses with current and prospective clients. Before Dimensional, Ms. Bishop was a Venture Capital and Private Equity Analyst at Tech Wildcatters where she sourced new leads for investments and maintained limited partner engagements.

Education

BBA in Finance, Southern Methodist University

Katrina Calixte

Analyst

Capital & Partner Solutions

Name Katrina Calixte

Title Analyst

Division Capital & Partner Solutions

Location

Katrina Calixte joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Calixte was Managing Director for Berkeley & Park, where she was responsible for executing digital engagement plans and modernizing processes for small businesses and startups. Ms. Calixte started her career working for former U.S. Senator Joe Lieberman of Connecticut on the Senate Committee of Homeland Security and Governmental Affairs and then later as a Legislative Analyst for the U.S. Department of Agriculture.

Education

B.A. in Political Science, Rutgers University
M.A. in Social Enterprise, American University

Craig O’Malley

Analyst

Capital & Partner Solutions

Name Craig O’Malley

Title Analyst

Division Capital & Partner Solutions

Location

Craig O’Malley joined Vista Equity Partners in 2021.

Prior to joining Vista, Mr. O’Malley was a Senior Associate at Macquarie Group, where he worked on the Product Control team.

Education

B.A. in Economics, Concentration in International Economics and Finance, Brooklyn College, Murray Koppelman School of Business

Justin Smith

Analyst

Capital & Partner Solutions

Name Justin Smith

Title Analyst

Division Capital & Partner Solutions

Location

Justin Smith joined Vista Equity Partners in 2021.

Prior to joining Vista, Mr. Smith was a Portfolio Analytics and Reporting Associate at StepStone Group, where he managed client relationships with multiple institutional investors.

Education

BSBA in Finance, San Diego State University

Robert F. Smith

Founder, Chairman and CEO

Executive Committee

Austin

Name Robert F. Smith

Title Founder, Chairman and CEO

Division Executive Committee

Location Austin

Robert F. Smith, Founder, Chairman & CEO, Vista Equity Partners

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 $96 billion and oversees a portfolio of more than 85 enterprise software, data and technology-enabled companies that employ over 90,000 people worldwide. Since Vista’s inception, Mr. Smith has supervised over 570 completed transactions representing more than $265 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

President & Chief Operating Officer

Executive Committee

Austin

Name David A. Breach

Title President & Chief Operating Officer

Division Executive Committee

Location Austin

David A. Breach, Vista Equity Partners

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

Rachel Arnold

Senior Managing Director

Private Equity, Endeavor

Austin

Name Rachel Arnold

Title Senior Managing Director

Division Private Equity, Endeavor

Location Austin

Rachel Arnold, Senior Managing Director, Private Equity, Endeavor, Vista Equity Partners

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, Mabl RadarFirst, Tripleseat and Zapproved, and is involved in the firm’s investments in Dispatch and Kazoo. She was actively involved in 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, sits on the National Board for Friends of the Children, and also serves as Treasurer and Trustee for The Contemporary Austin.

Education

B.A. in International Business, Linfield College

Lauren Dillard

Senior Managing Director, Chief Financial Officer

Firm Operations & Administration

Austin

Name Lauren Dillard

Title Senior Managing Director, Chief Financial Officer

Division Firm Operations & Administration

Location Austin

Lauren Dillar, Senior Managing Director, Chief Financial Officer, Vista Equity Partners

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

David Flannery

Senior Managing Director, President of Vista Credit Partners

Credit

New York

Name David Flannery

Title Senior Managing Director, President of Vista Credit Partners

Division Credit

Location New York

David Flannery, Senior Managing Director, President of Vista Credit Partners, Vista Equity Partners

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

Michael Fosnaugh

Senior Managing Director

Private Equity, Flagship

Chicago

Name Michael Fosnaugh

Title Senior Managing Director

Division Private Equity, Flagship

Location Chicago

Michael Fosnaugh, Senior Managing Director, President of Vista Credit Partners, Vista Equity Partners

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. 

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

James P. Hickey

Senior Managing Director

Permanent Capital

Austin

Name James P. Hickey

Title Senior Managing Director

Division Permanent Capital

Location Austin

Jim Hickey, Senior Managing Director, Vista Equity Partners

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

Betty Hung

Managing Director

Private Equity, Flagship

Austin

Name Betty Hung

Title Managing Director

Division Private Equity, Flagship

Location Austin

Betty Hung, Managing Director, Vista Equity Partners

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

Greg Myers

Senior Managing Director, Global Head of Capital & Partner Solutions

Capital & Partner Solutions

New York

Name Greg Myers

Title Senior Managing Director, Global Head of Capital & Partner Solutions

Division Capital & Partner Solutions

Location New York

Greg Myers, Senior Managing Director and Global Head of Capital and Partner Solutions, Vista Equity Partners

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

Monti Saroya

Senior Managing Director

Private Equity, Flagship

Austin

Name Monti Saroya

Title Senior Managing Director

Division Private Equity, Flagship

Location Austin

Monti Saroya, Senior Managing Director, Co-Head of Flagship Fund, Vista Equity Partners

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.

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

Senior Managing Director

Private Equity, Foundation

Austin

Name Patrick Severson

Title Senior Managing Director

Division Private Equity, Foundation

Location Austin

Patrick Severson, Managing Director, Vista Equity Partners

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

Senior Managing Director, Head of Value Creation

Private Equity, Flagship

San Francisco

Name Nadeem Syed

Title Senior Managing Director, Head of Value Creation

Division Private Equity, Flagship

Location San Francisco

Nadeem Syed, Managing Director, Vista Equity Partners

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

Clifford Chiu

Senior Advisor

Executive Committee

Austin

Name Clifford Chiu

Title Senior Advisor

Division Executive Committee

Location Austin

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

Outside of Vista, Mr. Chiu is a corporate director and private investment firm senior advisor, as well as a board or committee appointee to government bodies and non-governmental organizations in financial services, enterprise software, data and technology-enabled solutions, healthcare, education, social welfare and the arts located throughout the United States and Hong Kong. On July 15, 2022, President Joe Biden announced his intent to appoint Mr. Chiu to serve as a member, Commission on Presidential Scholars.

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

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

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

Education

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

Justin Hirsch

Managing Director, Strategy

Office of the CEO

Austin

Name Justin Hirsch

Title Managing Director, Strategy

Division Office of the CEO

Location Austin

Justin Hirsch, Senior Vice President, Strategy, Office of the CEO, Vista Equity Partners

Justin Hirsch joined Vista Equity Partners in 2016. In his role, Mr. Hirsch is involved in firm strategy, growth initiatives and other firm priorities, 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 was a Vice President at Evercore, where he advised alternative asset managers on minority investments and other strategies to meet growth objectives. He was also a member of the financial sponsors group that focused coverage on technology assets. Mr. Hirsch began his career in the principal transaction group at Macquarie Capital.

Education

B.A. in Human Biology, Stanford University