Experienced. Innovative. Focused. We are Vista.

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

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

Education

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

Alan Cline originally joined Vista Equity Partners in 2001 and has held multiple leadership roles within the company, including Co-Head of the Vista Foundation Fund for over 10 years. Today, Mr. Cline serves as Co-Head of the Vista Endeavor Fund, which focuses on investing in lower middle-market and high-growth companies and he sits on the fund’s Investment Committee. Prior to co-heading Endeavor, Mr. Cline spent over a decade serving as Co-Head of the Foundation Fund, the firm’s middle-market focused buyout fund. During this time frame, he has led or overseen nearly 100 technology transactions and has been actively involved on the board of over two dozen companies. He currently serves as a board advisor for each of the companies within the Endeavor Fund. Mr. Cline was actively involved in the firm’s investments in Accruent, AGDATA, Allocate, Aspect Communications, Autotask, BigMachines, Bullhorn, Khoros, Kibo, LogicMonitor, Lone Wolf, Main Street Hub, MircoEdge, Mitratech, Naviga, PeopleAdmin, Relias Learning, Social Solutions, SRC Software, Upserve and Zego.

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

Education

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

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

Brenden Smith joined Vista Public Strategies in 2014.

Prior to joining Vista, Mr. Smith served as the Founder and Portfolio Manager at Cypress Capital Management, a technology-media-telecom (TMT) long/short equity hedge fund. Before his time with Cypress Capital Management, Mr. Smith was a Partner at Neuberger Berman Technology Management, a TMT long/short equity hedge fund. Prior to Neuberger Berman Technology Management, Mr. Smith worked as the Global Technology Analyst and a Partner at Partner Fund Management, a diversified global hedge fund. Before his time with Partner Fund Management, Mr. Smith was an Analyst at WRCM and worked in the Global Investment Research Division at Goldman, Sachs & Co., where he was a lead Analyst covering enterprise systems, storage and infrastructure software. Mr. Smith also co-founded Goldman Sachs’ Technology Market Strategy research team.

In addition to his work at Vista, Mr. Smith is a member of the Board of Trustees for Valley Children’s Healthcare, a nonprofit children’s healthcare system supporting the health and wellness of families throughout Central California.

Education

B.A. in Political Science (International Relations), Yale University

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

Thomas Lumpkin joined Vista Equity Partners in 2009, and the Vista Public Strategies team in 2014.

Prior to joining Vista Public Strategies, Mr. Lumpkin worked on Vista’s private equity products, where he spent five years executing buy-side, sell-side, recapitalization and public market investments in the software sector. Before joining Vista, Mr. Lumpkin worked in an internet marketing role at an internal startup in InterActive Corporation, LiveItUp.

Education

B.S. in Economics, The Wharton School, University of Pennsylvania
B.S. in Engineering, School of Engineering, University of Pennsylvania’s Jerome Fisher Program in Management & Technology

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

Michael Fosnaugh joined Vista Equity Partners in 2005. Mr. Fosnaugh is Co-Head of the Flagship Fund and sits on its Investment Committee. Mr. Fosnaugh currently sits on the boards of 7ParkData, Acquia, Advicent Solutions, Alegeus, Applause, EAB, Greenway Health, Integral Ad Science, Jamf (NASDAQ: JAMF), Mediaocean, Ping Identity (NYSE: PING), PlanSource, Stats Perform and Vertafore. He was actively involved in the firm’s investments in Forcepoint, MRI Software, SirsiDynix, Sunquest Information Systems, Websense and Zywave. Mr. Fosnaugh is Co-Head of the Chicago office.

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

Education

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

Rob Rogers joined Vista Equity Partners in 2002. Mr. Rogers is currently Co-Head of the Vista Foundation Fund and sits on the Vista Foundation Funds’ Investment Committee. He also sits on the boards of Khoros, Lone Wolf, Naviga, Social Solutions, Tomia, Trintech and Upserve. Mr. Rogers was actively involved in Vista’s investments in Accruent, Aderant, Autotask, BigMachines, Bullhorn, Lanyon, MicroEdge, Mitratech, PeopleAdmin, Relias Learning, SumTotal, Surgical Information Systems, Sunquest and Ventyx.

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

Education

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

Monti Saroya joined Vista Equity Partners in 2008. Mr. Saroya is Co-Head of the Vista Flagship Fund and sits on its Investment Committee. He currently sits on the boards of Advanced, Allvue Systems, Apptio, Aspira, Cvent, Datto, Finastra, iCIMS, Infoblox, MINDBODY, Omnitracs, Solera and Xactly, and is actively involved in the firm’s investment in Jio and Vivid Seats. Mr. Saroya was also actively involved in the firm’s investments in Marketo, SumTotal, The ACTIVE Network, Turaz, Transfirst and Zywave.

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

Education

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

René Yang Stewart joined Vista Equity Partners in 2007. Ms. Stewart is Co-Head of the Vista Endeavor Fund and sits on the Vista Endeavor Funds’ Investment Committee. She currently sits on the boards of Dispatch, Gather, Kazoo, RadarFirst, SecureLink and Zapproved, and was actively involved in the firm’s investments in Accruent, AGDATA, Bullhorn, Lone Wolf and Mitratech.

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

Education

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

Marc Teillon joined Vista in 2009. Mr. Teillon is currently Co-Head of the Vista Foundation Fund and sits on the Vista Foundation Funds’ Investment Committee. He previously was a member of the Flagship team. Mr. Teillon currently sits on the boards of Allocate, Aptean, DealerSocket, LogicMonitor, PowerSchool, Quick Base and Zego, and he was actively involved in the firm’s investments in Aderant, Central Square, Omnitracs and Sovos Compliance.

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

B.S. in Economics, The Wharton School, University of Pennsylvania, magna cum laude
M.B.A., Harvard Business School

Adrian Alonso joined Vista Equity Partners in 2009 and is currently a member of the private equity Flagship team. Mr. Alonso sits on the boards of Advanced, CentralSquare, EagleView and iCIMS and is actively involved in the firm's investment in Jio. He was also actively involved in Vista’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

Rachel Arnold has two decades of experience investing in and scaling growth at top software companies. She currently sits on the boards of Dispatch, Gather, Kazoo, RadarFirst, SecureLink and Zapproved. Rachel works with CEOs and senior management teams of market-leading enterprise software companies to help them accelerate growth and develop more efficient operations.

Before joining Vista Equity Partners in 2012, Rachel held executive positions at four Vista companies. Her roles included interim CEO for 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, Rachel served as Strategy Director at Interbrand and as an Equity Research Associate covering enterprise software at Pacific Crest.

Rachel is passionate about giving back to her community. In 2017, she co-founded the Austin chapter of Friends of the Children, a national nonprofit organization focused on enabling high-risk children and breaking the cycle of generational poverty. Rachel also serves as a Trustee for The Contemporary Austin.

Education

B.S. in International Business, Linfield College

Ryan Atlas joined Vista Equity Partners in 2012 and is currently a member of the private equity Foundation team. Mr. Atlas currently sits on the boards of Allocate, Granicus, LogicMonitor, Tomia and Wrike. He was actively involved in the firm’s investments in Autotask, Bullhorn, Main Street Hub, Naviga, Relias Learning and Return Path.

Prior to joining Vista, Mr. Atlas worked at JMI Equity, a growth equity firm with over $4 billion under management. While at JMI, Mr. Atlas focused on growth and buyout investments of software and technology-enabled businesses. Before his time with JMI, Mr. Atlas worked at McKinsey & Company, where he advised clients on both strategy and operations in a variety of industries including private equity, technology and energy.

Education

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

Bret Bolin joined Vista Equity Partners in 2016 and is currently a member of the private equity Foundation team. He currently sits on the boards of Allocate, Four Winds Interactive, Granicus, LogicMonitor, Naviga, Tomia and Wrike. He was actively involved in the firm’s investments in Advanced, PeopleAdmin, RDC and Trintech.

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

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

Education

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

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

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

Education

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

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

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

Education

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

Darko Dejanovic joined Vista Equity Partners in 2017. Mr. Dejanovic serves as President of Vista Intelligence Group and is currently a member of the private equity Foundation team. Mr. Dejanovic currently sits on the boards of 7Park Data, AGDATA, Social Solutions, Stats Perform, Upserve and Wrike. He was actively involved in the firm’s investments in EagleView, Omnitracs, The ACTIVE Network and Vivid Seats.

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

Education

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

Kim Eaton joined Vista Equity Partners in 2019 and is currently a member of the private equity Flagship team. Ms. Eaton currently sits on the boards of Acquia, Applause and Quick Base.

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

Education

B.S. in Distributed Studies, Iowa State University

Betty Hung joined Vista Equity Partners in 2007 and sits on the Vista Flagship Funds’ Investment Committee. Ms. Hung currently sits on the boards of Advanced, CentralSquare, Cvent, EAB, EagleView, Finastra, Infoblox, PowerSchool, TIBCO and Xactly, and works with the firm’s investments in Aptean. 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 worked at OSIsoft, a privately held software company that delivers real-time performance data to the world’s leading process manufacturing, life sciences and utility companies, where she was the Chief Financial Officer. Prior to OSIsoft, Ms. Hung worked at Goldman, Sachs & Co. as a Vice President in the High Technology Group. Ms. Hung also previously worked at Alex, Brown & Sons in its High Technology Investment Banking Group.

Education

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

Patrick Severson joined Vista Equity Partners in 2013 and sits on the Vista Foundation Funds’ Investment Committee. Mr. Severson currently sits on the boards of AGDATA, Four Winds, Granicus, Kibo, Sonatype and Wrike, and works with the firm’s investment in Trintech. He was also actively involved in the firm’s investments in Autotask, PeopleAdmin and Return Path.

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

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

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

Education

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

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

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

Education

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

Nadeem Syed joined Vista Equity Partners in 2018 and is currently a member of the private equity Flagship team. Mr. Syed currently sits on the boards of Alegeus, Allvue Systems, Apptio, Datto, iCIMS, Omnitracs and PlanSource.

Prior to joining Vista, Mr. Syed was the Chief Executive Officer at 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 the Chief Operating Officer at 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

Martin Taylor joined Vista Equity Partners in 2006 and was the initial President of Vista Consulting Group. Mr. Taylor sits on the Vista Flagship Funds’ Investment Committee. He is responsible for driving the transformation and operational improvements of the Vista Flagship Funds’ companies through leveraging the Vista Best Practices and building platforms for their deployment. Mr. Taylor is also active in portfolio executive development. As a Managing Director, Mr. Taylor currently sits on or participates in the boards of all Vista Flagship Fund companies.

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, 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.

James Zubok joined Vista Equity Partners in 2016. Mr. Zubok is a Managing Director at Vista Equity Partners and a Senior Advisor to the private equity Flagship team. He currently sits on the board of ComplySci and was actively involved with the firm’s investment in Tripleseat.

Prior to joining Vista in 2016, Mr. Zubok ran day-to-day operations at a number of Vista companies (SER Solutions and subsequently, Brainware) for 10 years in roles that ranged from General Counsel to Chief Financial Officer to President. Mr. Zubok has also owned other software companies, including Mi9 Retail, which he operated independently of Vista for five years in roles ranging from Senior Vice President to Chief Executive Officer. While focusing on running the day-to-day operations (together with related matters) of these software companies, Mr. Zubok also managed a dozen buy-side and sell-side mergers and acquisitions transactions, which include acquiring a platform company, recapitalization transactions, multiple add-on acquisitions structured as stock and asset purchases, founding and operating his own private equity investment structure, managing relationships with limited partners and completing exits of multiple Vista companies.

Education

B.M.E. in Mechanical Engineering, The Cooper Union
J.D., School of Law, St. John’s University

Rod Aliabadi joined Vista in 2008 and is currently a member of the private equity Flagship team. Mr. Aliabadi sits on the boards of Acquia, EAB, Integral Ad Science, Ping Identity (NYSE: PING), Numerator and Quick Base, and currently works with the firm’s investment in Mediaocean. He was also involved in Vista’s investments in Aderant, BigMachines, Forcepoint, Mitratech, 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

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 boards of Lone Wolf, Regulatory DataCorp and Zego.

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

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 board of ComplySci.

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

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

Education

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

Louis Marchetti joined Vista Equity Partners in 2009 and serves as a Senior Vice President and Chief of Staff for the firm’s Co-Founder and President, Brian Sheth. Mr. Marchetti is responsible for driving the firm’s deal sourcing efforts across the various funds, managing strategic relationships for Vista, and steering strategic initiatives and cross-firm projects in the Office of the President.

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

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

Education

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

Doug Owens joined Vista Equity Partners in 2019 and is currently a member of the private equity Flagship team where he is responsible for driving operational excellence across companies.

Prior to rejoining Vista in 2019, Mr. Owens served as CFO at PDI Software, where he was responsible for the finance, accounting and risk management aspects of the business. Before his time with PDI Software, Mr. Owens spent three years as a Managing Director and a Program Director at Vista Consulting Group, where he was responsible for leading the Finance and Administration practice. Prior to Vista Consulting Group, Mr. Owens worked as a Vice President and Divisional Chief Financial Officer at NCR Corporation where he oversaw the company’s hospitality industry. Mr. Owens began his career as a Certified Public Accountant at Ernst & Young.

Education

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

Drew Tate joined Vista Equity Partners in 2009 and is currently a member of the private equity Foundation team. Mr. Tate currently sits on the boards of Advicent, Aptean, Four Winds Interactive and Social Solutions. He was actively involved in the firm’s investments in Finastra, 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 Robert W. Baird & Co. 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, with high distinction

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, DealerSocket, PlanSource, Vertafore and Xactly.

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

Education

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

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

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

Education

B.A. in Government, Dartmouth College

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

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

Education

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

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

In addition to his work on the investment team, Mr. Guan was previously Chief of Staff for the firm’s President, Brian Sheth, where he was involved in driving strategic initiatives in the Office of the President.

Education

B.S. in Biomechanical Engineering, Stanford University

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

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

Education

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

Tyler Kellner joined Vista Equity Partners in 2012. Mr. Kellner currently works with the firm’s investments in ComplySci, DealerSocket, Fusion Risk Management and Kazoo. He was actively involved in the firm’s investments in EagleView, Forcepoint, SirsiDynix, Vivid Seats and Websense.

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

Education

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

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

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

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

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

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

Education

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

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

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

Education

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

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

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

Education

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

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 7Park Data, Aspira, Cvent and PowerSchool, and works with the firm’s investment in Advanced. He was actively involved in Vista’s past investments in SumTotal Systems and The ACTIVE Network.

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

Education

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

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

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

Education

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

Jim Hickey joined Vista Equity Partners in 2008 and is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and is a member of its Investment Committee. He previously was a member of the Vista Flagship Fund and its Investment Committee. Mr. Hickey currently sits on the boards of Accelya, Advicent, EagleView, Greenway Health and Numerator. He was also actively involved with the firm’s investments in Aderant, Aptean, BigMachines, Brainware, Navex, SirsiDynix and Zywave.

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

Education

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

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 sits on the Vista Foundation Funds’ Investment Committee and is on the board of Accelya. He was previously on the boards of Autotask and Misys and was involved in the firm's prior investments in Bullhorn and Mitratech.

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

Education

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

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

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

Education

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

John Warnken-Brill joined Vista Equity Partners in 2006. Mr. Warnken-Brill is responsible for leading the firm’s financial strategy, controls and performance.

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

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

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

Education

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

Christina Lema joined Vista Equity Partners in February 2012 and is Vista’s General Counsel.

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 joined Vista Equity Partners in 2014 and is Vista’s Chief Compliance Officer. Ms. Reinke oversees the regulatory and compliance functions for Vista, along with legal oversight for internal firm matters including fundraising.

Prior to joining Vista, Ms. Reinke worked at Blum Capital from 1993. While at Blum, she initially joined as the Director of Finance and most recently served as Partner, General Counsel, and Chief Compliance Officer overseeing all the legal, regulatory and compliance functions. Prior to joining Blum, Ms. Reinke worked for Sen. Dianne Feinstein during her initial U.S. Senate campaign and term. She also served as Corporate Controller for USL Capital Corp., the Manager of Financial Reporting for Schwab, and started her career in the Audit Department at Deloitte & Touche. Ms. Reinke is a member of the State Bar of California and is also a CPA (inactive).

Education

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

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

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

Education

B.S. in Political Science, University of Michigan

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

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

Education

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

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

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

Education

B.A. in Human Biology, Stanford University

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

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

Education

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

Brent Lanier joined Vista Equity Partners in 2017. 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

Jason Crichfield joined Vista Equity Partners in 2014. Mr. Crichfield is the Vice President 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

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

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

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

Education

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

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

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

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

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

Education

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

Jessi Marshall joined Vista Equity Partners in 2015. 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

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

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

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

Education

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

Alexandria Stuart joined Vista Equity Partners in 2017 as Deputy Chief Compliance Officer and Counsel.

Prior to joining Vista, Ms. Stuart was a member of 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 nonprofit corporations. Ms. Stuart is a member of the state bars of New York and California.

Education

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

Nancy Whalen joined Vista Equity Partners in 2017. Ms. Whalen is responsible for all aspects of human capital management for employees of Vista 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 was a senior member of the people analytics team at McKinsey & Company, led recruiting communications at AIG, and held Human Resources research and consulting roles at CEB (now Gartner).

Education

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

Colin Whiteman joined Vista Equity Partners in 2017. Mr. Whiteman 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. Whiteman worked in the New York and San Francisco asset management practices at PricewaterhouseCoopers (PwC). While at PwC, Mr. Whiteman 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

David Flannery joined Vista Credit Partners (“VCP”) in New York in 2018 as its President. Mr. Flannery reports to Vista's Founder, Robert F. Smith, and is responsible for setting strategy for VCP, in addition to overseeing all credit transactions. Before joining Vista, Mr. Flannery was a partner with Blackstone’s GSO Capital. He was Co-Head and Joint Portfolio Manager of the Capital Solutions Funds and a member of the Distressed Credit Investment Committee. Prior to joining GSO, Mr. Flannery was a Portfolio Manager with Anchorage Capital in New York. He focused on illiquid credit investing and was a member of the CLO Investment Committee and Risk Committee. Prior to Anchorage, Mr. Flannery worked at Bank of America Merrill Lynch (“BAML”) where he held several global group head roles, including Chief Risk Officer of Global Banking & Markets and Global Head of Leveraged Finance & Capital Markets. Before joining BAML, Mr. Flannery was the Global Head of Leveraged Finance at Deutsche Bank. He began his career at Bankers Trust Company in 1992 in the high yield bond department.

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

Education

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

Kristine Jurczyk joined Vista Equity Partners in 2013 and is the Co-Head of Vista Credit Partners. She helped found Vista Credit Partners and is responsible for managing the firm’s credit platform and its various funds.

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

Education

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

Joshua Niedner joined Vista Credit Partners in 2015. As Co-Head of Vista Credit Partners, Mr. Niedner is responsible for 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

Kristina Mourlot joined Vista Credit Partners in 2013.

Prior to joining Vista, Ms. Mourlot spent over nine years in lending at GE Capital, initially with GE Capital’s captive investment group, performing credit analysis on existing and prospective borrowers of GE Capital and the last seven and one-half years in GE Antares Capital. Ms. Mourlot served as a Vice President at GE Antares, where she underwrote senior debt transactions supporting private equity-backed acquisitions primarily in the middle market space across a variety of industries with facility sizes ranging from $27 million to $550 million. Ms. Mourlot has worked on deals ranging from single bank facilities to lead syndication roles on large credit facilities involving numerous investors. Ms. Mourlot’s experience with investment opportunities includes traditional leveraged loan transactions, portfolio acquisitions, distressed credits and equity co-investments. Ms. Mourlot has over twelve years of leveraged buyout experience and she has evaluated and synthesized 100+ new transaction opportunities.

Ms. Mourlot also sits on the Board of Directors for Friends of the Children – Chicago, a local chapter of a national non-profit focused on stopping the generational cycle of poverty for at-risk youth in Chicago.

Education

B.S. in Finance from University of Illinois

Justin Bentley joined Vista Credit Partners in 2015. Mr. Bentley primarily focuses on the sourcing, evaluation and execution of tradable credit and secondary market opportunities. Since joining the firm, Mr. Bentley has led numerous investments as well as Vista’s first collateralized loan obligation (CLO).

Prior to joining Vista, Mr. Bentley was a Director at Madison, where he managed all aspects of credit investments, co-founded the firm’s Investment Management Group, invested and managed $3 billion across CLOs and separate accounts, and raised equity and fund financing. His investment experience includes credit investment analysis, deal sourcing, fund construction and management, legal negotiation of credit investments and funds, model construction and capital raising. Mr. Bentley started his career as a Derivative Analyst on the Chicago Board of Trade floor.

Education

B.S. in Finance from the University of Illinois

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

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

Education

B.A. in Political Economy, Georgetown University

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

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

Leigha Haynes joined Vista Credit Partners in 2018. Ms. Haynes is primarily focused on fund management and relationships with third-party leverage providers.

Prior to joining Vista, Ms. Haynes served as a Vice President at Madison Capital Funding, where she focused on raising, structuring and managing investment vehicles on behalf of third-party investors. During her time with Madison Capital Funding, Ms. Haynes also worked as a Corporate Vice President in the Company’s Compliance department and as a Senior Accountant, where she focused on developing, implementing and testing compliance processes, and accounting research and financial reporting. Before her time with Madison Capital Funding, Ms. Haynes worked at KPMG LLP as a Senior Audit Associate, where she focused on financial services.

Education

B.S. in Accounting, University of Illinois at Urbana-Champaign
M.A.S. in Accounting, University of Illinois at Urbana-Champaign
M.B.A., J.L. Kellogg School of Management at Northwestern University

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

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

Education

B.A. in Economics, Vanderbilt University

Brendan Renehan joined Vista Credit Partners in 2018.

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

Education

B.A. in Political Economy, Georgetown University

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.

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

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

Education

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

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

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

Education

B.A. in English, Dartmouth College

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.

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

Education

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

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

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

Education

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

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

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

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

Education

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

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

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

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

Education

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

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

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

Education

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

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

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

Education

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

Cheryl Cecchini Leahy joined Vista Equity Partners in 2019. 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