Read Simmons joined Vista’s dedicated consulting organization, Vista Consulting Group, in 2018. Mr. Simmons is responsible for leading Vista’s consulting organization and accelerating the operational, growth, and talent management strategies of Vista’s portfolio.

Prior to joining Vista, Mr. Simmons worked as a Partner at Bain & Company where he served most recently as a Director in its Private Equity Practice, leading its Technology, Media, and Telecommunications vertical while also spearheading Bain’s Digital and Advanced Analytics Practice within Private Equity. During his tenure at Bain he also led numerous talent initiatives, including management of global training programs and serving as the HR Partner for Bain’s Bay Area offices. His experience in operational strategies, including product management and cloud technologies, is strengthened by his undergraduate degree from Stanford and doctorate from UC Berkeley, both in Chemical Engineering.

Education

B.S. in Chemical Engineering, Stanford University
Ph.D., in Chemical Engineering, University of California, Berkeley

David Flannery joined Vista Credit Partners in 2018. As President of Vista Credit Partners, Mr. Flannery is responsible for the strategic direction of the platform and oversees all transactions.

Prior to joining Vista, Mr. Flannery served as Senior Managing Director and Co-Head of Capital Solutions Strategy at GSO Capital Partners, Blackstone’s global credit investment platform, where he focused on distressed strategies in both private and public markets. Before his time with Blackstone, Mr. Flannery worked at Anchorage Capital Group, where he focused on illiquid credit opportunities and CLOs. Prior to Anchorage Capital Group, Mr. Flannery worked at Bank of America Merrill Lynch, where he most recently served as Chief Risk Officer of Global Banking & Markets.

Before his time with Bank of America, Mr. Flannery held several roles at Deutsche Bank Securities.

Education

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

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 C.P.A. (inactive).

Education

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

Alan Cline 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 and sits on the Vista Endeavor Fund Investment Committee. He currently serves as a board advisor for a number of portfolio companies. He was actively involved in the firm’s investments in Accruent, AGDATA, Allocate, Aspect Communications, Autotask, BigMachines, Bullhorn, Khoros, Kibo, Lone Wolf, Main Street Hub, MircoEdge, Mitratech, Naviga, PeopleAdmin, Relias Learning, Social Solutions, SRC Software, Upserve, and Zego.

Previously 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, Mr. Cline co-founded and served as the General Manager of Fandango, an internet-based movie ticketing business. Prior to Fandango, Mr. Cline worked at Goldman, Sachs & Co. in the Mergers & Acquisitions and High Technology groups.

Education

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

Michael Fosnaugh joined Vista Equity Partners in 2005. Mr. Fosnaugh is Co-Head of the Flagship Fund and sits on its’ Investment Committee. Mr. Fosnaugh currently sits on the boards of Acquia, Advicent Solutions, Alegeus, EAB, Greenway Health, Integral Ad Science, Jamf, Mediaocean, Ping Identity (NYSE: PING), and PlanSource. 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, & 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

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. Mr. Hickey is also the Co-Head of the Chicago office. He previously was a member of the Vista Flagship Fund and its Investment Committee. Mr. Hickey currently sits on the boards of Accelya, EagleView, Greenway Health, and Numerator. He was also actively involved with the firm’s investments in Aderant, Advicent, 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

Burke Norton joined Vista Equity Partners in 2017. Mr. Norton is Co-Head of Vista Equity Partners Perennial, the firm’s permanent capital investment fund with a focus on longer-term horizon opportunities. He currently sits on the board of Accelya.

Prior to joining Vista, Mr. Norton was Chief of Corporate and Government Affairs, Chief Legal Officer, and a member of the Executive Committee at Salesforce. While at Salesforce, he was responsible for the company's corporate development, sales planning and strategy, information technology, legal, compliance, internal audit, government sales and government affairs teams, and led all major corporate transactions. Before his time at Salesforce, Mr. Norton worked at Expedia as a member of the Office of the Chairman, Executive Vice President, and General Counsel. Prior to Expedia, Mr. Norton was a Partner at Wilson Sonsini Goodrich & Rosati, where he practiced M&A and securities law, representing clients in the enterprise software, software-enabled services, telecommunications, life sciences, entertainment, and e-commerce industries. Mr. Norton has executed on over 100 public and private M&A transactions and over 50 public equity offerings.

In addition to his work at Vista, Mr. Norton is Chairman of the World Economic Forum’s Digital Policy Community and is a member of the Council on Foreign Relations.

Education

B.A. in International Relations, Brigham Young University
J.D., University of California, Berkeley, School of Law

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, Regulatory DataCorp, 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 & 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, and PowerSchool and is actively involved in the firm’s investment in 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, Kazoo, RadarFirst, SecureLink, Tripleseat, and Zapproved and was actively involved in the firm’s investments in Accruent, AGDATA, Bullhorn, Lone Wolf and Mitratech.

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

Education

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

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. He currently sits on the boards of Aptean, CentralSquare, DealerSocket, LogicMonitor, Omnitracs, PayLease, PowerSchool, and Quick Base and was actively involved in the firm’s investments in Aderant 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. 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, Kazoo, RadarFirst, SecureLink, Tripleseat, 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 & Marketing at Mitratech, Vice President of Product Management & Strategy at MicroEdge, and running Business Development & 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 Advanced, Allocate, Four Winds Interactive, Granicus, LogicMonitor, Naviga, Regulatory DataCorp, and Tomia. He was actively involved in the firm’s investment in 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 from 2012-2014, 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 sector, 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

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 boards of Accelya, Aptean, Kibo, PeopleAdmin, Social Solutions, and Upserve. 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

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, & 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 Applause, CentralSquare, DealerSocket, 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

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

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 CentralSquare, Cvent, EAB, EagleView, Finastra, Infoblox, PowerSchool, TIBCO, and Xactly and works with the firm’s investments in Advanced and 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 Interactive, Granicus, Kibo, Regulatory DataCorp, Sonatype, Telarix, Wrike, and Zego 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

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 Senator Dianne Feinstein during her initial U.S. Senate campaign and Senate 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. from University of San Francisco School of Law

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, Apptio, Datto, iCIMS, and PlanSource. He is also actively involved in Vista’s investment in Allvue Systems.

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

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

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

Josh Gray joined Vista Equity Partners in 2019. Mr. Gray currently sits on the board of Fusion Risk Management and works closely with the firm’s investment in Dispatch.

Prior to joining Vista, Mr. Gray served as President & COO at Eved, where he ran all lines of business. Before his time at Eved, Mr. Gray worked at Insight Partners as an Operating Partner, during which time he served as interim CEO of Unitrends. Previously, Mr. Gray worked at Oracle, which he joined via its acquisition of BigMachines, a former Vista portfolio company. At BigMachines, he served as General Manager of BigMachines Express and led the business unit’s go-to-market, product management, and product development functions.

Education

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

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 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

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, NAVEX Global, and Omnitracs, and works with the firm’s investments in CentralSquare and Datto. He was also actively involved in the firm’s investments in Bullhorn, Solera, and Zywave.

Education

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

Stephen Foster joined Vista Equity Partners in 2014 and is currently a member of the private equity Foundation team. Mr. Foster currently sits on the boards of AGDATA 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 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, Lone Wolf, Regulatory DataCorp, Tomia, and Upserve. He was also actively involved in Vista’s past investments in Bullhorn and Main Street Hub.

Before joining Vista, Mr. Gupta worked at Irving Place Capital, where he focused on middle-market buyout investments of manufacturing and healthcare companies. Prior to Irving Place, Mr. Gupta worked at Greenhill & Co., where he advised clients on mergers and acquisitions across a variety of industries including energy and financial services.

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

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

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

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, 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

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

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

Education

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

Nicolas Stahl joined Vista Equity Partners in 2012 and is currently a member of the private equity Flagship team. Mr. Stahl currently sits on the boards of 7Park Data, Aspira, Cvent, MINDBODY, 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, Steven focused on growth and buyout investments of software and technology-enabled businesses. Prior to this, Steven 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

Andrew Alea joined Vista Equity Partners in 2013. Mr. Alea currently works with the firm’s investments in Apptio, CentralSquare, Fusion Risk Management, Social Solutions, TIBCO, and Vertafore. 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 United States House of Representatives.

Education

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

Luke Allen joined Vista Equity Partners in 2017. Mr. Allen currently works with the firm’s investments in 7Park Data, Aspira, CentralSquare, and Kazoo.

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

Education

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

Evan Escobedo joined Vista Equity Partners in 2017. Mr. Escobedo currently works with the firm’s investments in Advanced, PowerSchool, and RadarFirst.

Prior to joining Vista, Mr. Escobedo worked at Deutsche Bank in the Global Industrials group, where he worked across sectors including building products, diversified industrials, and waste. These projects primarily included mergers and acquisitions, equity and debt offerings, and other strategic advisory initiatives.

Education

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

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

Prior to joining Vista, Mr. Glass worked as an Associate at J.P. Morgan in the Mergers & 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

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

Education

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

Brooke Nakatsukasa joined Vista Equity Partners in 2016. Ms. Nakatsukasa currently works with the firm’s investments in Datto, iCIMS, Integral Ad Science, Ping Identity (NYSE: PING), and Zapproved and was actively involved with Vista’s investments in Numerator and QuickBase.

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

Education

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

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

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

Education

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

Dan Sullivan joined Vista Equity Partners in 2014. Mr. Sullivan currently works with the firm’s investments in Aptean, Four Winds Interactive, Khoros, Lone Wolf, and RDC.

Education

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

Kojo Amarteyfio joined Vista Equity Partners in 2018. Mr. Amarteyfio currently works with the firm’s investment in EAB, LogicMonitor, Trintech, and Quick Base.

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

Kevin Andrews joined Vista Equity Partners in 2019.

Prior to joining Vista, Mr. Andrews served as an Investment Banking Analyst at Morgan Stanley, where he primarily advised on mergers and acquisitions, leveraged buyouts, corporate divestitures, debt and equity financings, and activism defense solutions.

Education

B.B.A. in Finance, Computer Science Minor, College of William & Mary, summa cum laude

Eshaan Arora joined Vista Equity Partners in 2019.

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

Education

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

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

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

Education

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

Conor Brown joined Vista Equity Partners in 2018. Mr. Brown currently works with the firm’s investment in Accelya.

Prior to joining Vista, Mr. Brown worked as an Investment Banking Analyst at Goldman, Sachs & Co. within their Global Consumer Retail Group. While at Goldman, Mr. Brown advised companies on a broad range of transactions, including mergers, acquisitions, divestitures, financings, and other corporate restructuring activities.

Education

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

Luke Bucshon joined Vista Equity Partners in 2015. Mr. Bucshon currently works with the firm’s investments in Alegeus, Apptio, EagleView, NAVEX Global, PlanSource, and Sonatype.

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

Education

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

Peter Dewire joined Vista Equity Partners in 2016. Mr. Dewire currently works with the firm’s investments in Allvue Systems, Omnitracs, and Xactly. He was also actively involved in the firm’s investments in Dispatch and LogicMonitor.

Prior to joining Vista, Mr. Dewire worked as an intern at AppNexus, a New York-based technology company specializing in digital advertising solutions.

Education

B.A. in Economics and Computer Science, Yale University, summa cum laude

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

Alden Funk joined Vista Equity Partners in 2019. Mr. Funk currently works with the firm’s investment in Social Solutions.

Prior to joining Vista, Mr. Funk worked at Lazard Frères in the Power, Energy & Infrastructure group, where he 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 Finance, Brigham Young University

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

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

Education

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

Kyle Henderson joined Vista Equity Partners in 2016.

Prior to joining Vista, Mr. Henderson worked at Accel Partners, a venture capital & 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

Rachel Ji joined Vista Equity Partners in 2019. Ms. Ji currently works with the firm’s investments in Aspira.

Prior to joining Vista, Ms. Ji served as an Investment Banking Analyst at Credit Suisse, where she supported the Healthcare team in sourcing and executing deals within the healthcare, life sciences, and medtech space.

Education

B.A. in Economics and Mathematics, Williams College

Pavan Mahtani joined Vista Equity Partners in 2019. Mr. Mahtani currently works with the firm’s investment in Khoros.

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

Education

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

Dino Mavrookas joined Vista Equity Partners in 2018.

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

Education

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

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

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

Education

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

Annie Meyjes joined Vista Equity Partners in 2018.

Prior to joining Vista, Ms. Meyjes worked as an Analyst at Goldman, Sachs & Co. in the Securities Division in Cross Asset Sales.

Education

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

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

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

Education

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

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

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

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

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

Lorenzo Salazar joined Vista Equity Partners in 2017.

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

Education

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

Aditi Shroff joined Vista Equity Partners in 2018. Ms. Shroff is actively involved in Vista’s investments in Four Winds Interactive and Wrike.

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

Education

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

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

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

Education

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

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

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

Education

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

Colin Woolway joined Vista Equity Partners in 2018. Mr. Woolway currently works with the firm’s investment in MINDBODY.

Prior to joining Vista, Mr. Woolway worked as an Investment Banking Analyst at Bank of America Merrill Lynch in the Technology, Media, & Telecommunications (TMT) group. While at Bank of America Merrill Lynch, Mr. Woolway performed in-depth financial and valuation analyses of clients and prospects across TMT.

Education

A.B. in Economics and Psychology, Harvard University, with honors

Anish Aggarwal joined Vista Equity Partners in 2019. Prior to joining the private equity investment team, Mr. Aggarwal was an intern within Vista Equity Partners’ Business Development group.

Prior to joining Vista, Mr. Aggarwal worked as an intern at Insight Venture Partners in New York and at Bank of America Merrill Lynch in the Industrials group.

Education

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

DJ Bailey joined Vista Equity Partners in 2019.

Prior to joining Vista, Mr. Bailey worked at J.P. Morgan & Co. in the Regional Mergers & Acquisitions group.

Education

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

Rares Barbu joined Vista Equity Partners in 2019.

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

Kayla Bu joined Vista Equity Partners in 2019.

Prior to joining Vista, Ms. Bu worked as an Associate at BlackRock.

Education

B.A. in Economics, Dartmouth College

Erica Fossum joined Vista Equity Partners in 2019.

Prior to joining Vista, Ms. Fossum worked as a Senior Analyst at Cornerstone Research.

Education

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

Adam Greene joined Vista Equity Partners in 2018.

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

Education

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

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

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

Education

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

Broderick Kelley joined Vista Equity Partners in 2018.

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

Andrew Lifshitz joined Vista Equity Partners in 2018. Mr. Lifshitz currently works with the firm’s investment in PlanSource.

Prior to joining Vista, Mr. Lifshitz worked as an Investment Banking Intern at Greenhill & Co. in New York in the Mergers & Acquisitions and Restructuring group.

Education

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

Scatt Macdonald joined Vista Equity Partners in 2019.

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

Education

B.A. in Economics, Williams College

Mike McMullan joined Vista Equity Partners in 2018.

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

Ben Oleniczak joined Vista Equity Partners in 2018.

Prior to joining Vista, Mr. Oleniczak worked as an Associate at PricewaterhouseCoopers in Boston in the Transaction Services group.

Education

B.S. in Management, Concentration in Accounting and Finance, Boston College

Marlaina Reidy joined Vista Equity Partners in 2019.

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

Education

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

Alex Sharata joined Vista Equity Partners in 2018.

Prior to joining Vista, Mr. Sharata worked as an intern at Morgan Stanley in New York in the Global Technology Group.

Education

B.S. in Computer Science, Johns Hopkins University, with honors

Anlei Tang joined Vista Equity Partners in 2019. Prior to joining the Private Equity Investment team, Mr. Tang was an intern within Vista Equity Partners’ Business Development group.

Prior to joining Vista, Mr. Tang worked as a Summer Analyst at Lazard.

Education

B.A. in Economics, University of Chicago, Phi Beta Kappa

Gordon Tsai joined Vista Equity Partners in 2019.

Prior to joining Vista, Mr. Tsai was a Business Analyst at McKinsey & Company.

Education

B.S. in Engineering, University of Texas at Austin
B.B.A. in Finance, University of Texas at Austin

Leroy Zhang joined Vista Equity Partners in 2019.

Prior to joining Vista, Mr. Zhang was an Investment Banking intern at Cowen & Co. on the Information Technology and Services team.

Education

B.A. in Economics and Mathematics, Yale 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

Wolf Schubert joined Vista Credit Partners in 2019. He is responsible for managing the operational and portfolio finance objectives of Vista Credit Partners.

Prior to joining Vista, Mr. Schubert served as a Consultant at FS Investments, where he led the design and implementation of a leverage facility compliance system. Before his time with FS Investments, Mr. Schubert was the Co-Founder of Werkstatt Capital, a structured credit analytics and investment boutique. Prior to Werkstatt Capital, Mr. Schubert headed risk management at Strategic Value Partners and was the Director of Finance at Silver Point Capital. He began his career in finance working in structured credit for Goldman Sachs and Merrill Lynch.

Education

B.S. in Mechanical Engineering and Aerospace Engineering, University of Michigan
M.S. in Mechanical and Aerospace Engineering, Princeton University

Lendell Thompson joined Vista Credit Partners in 2017.

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

Education

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

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 M&A, 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 M&A, leveraged buyouts, dividend recapitalizations, and refinancings.

Education

B.A. in Political Economy, Georgetown University

Tom Abernethy joined Vista Credit Partners in 2017.

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

Education

B.A. in Economics, Davidson College

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

Sanjana Das joined Vista Credit Partners in 2016.

Prior to joining Vista, Ms. Das worked at Ernst & Young in the audit department. While at Ernst & Young, Ms. Das audited both private and public retail and consumer product clients.

Education

B.S. in Accounting and Finance, Kelley School of Business, Indiana University

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

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

Nathan Mullins joined Vista Credit Partners in 2016.

Prior to joining Vista, Mr. Mullins worked as a Credit Analyst at BMO Harris Bank on the Sponsor Fund Lending team, where he was responsible for underwriting and managing a portfolio of loans to middle market equity sponsors.

Education

B.A. in Economics and Spanish, DePauw University

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

Thomas Rogers joined Vista Credit Partners in 2018.

Prior to joining Vista, Mr. Rogers worked as an Investment Banking Analyst at SunTrust Robinson Humphrey, where he worked in the Technology, Media & Telecommunications group. Prior to SunTrust Robinson Humphrey, Mr. Rogers worked as an analyst at Ziegler.

Education

B.A. in History and English, University of Virginia

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

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

Marc Mezzadri joined Vista Public Strategies in 2014.

Prior to joining Vista, Mr. Mezzadri was the Head Trader and Chief of Operations at Cypress Capital Management, a technology-focused long/short equity hedge fund. Prior to joining Cypress Capital Management, Mr. Mezzadri worked at Partner Fund Management as the head trader for the technology sector. Prior to joining Partner Fund Management, Mr. Mezzadri spent seven years on the trading desk at Bank of America Securities. His most recent responsibility was Co-Head of the Listed Technology Sector. Mr. Mezzadri began his career with Goldman, Sachs & Co., as a member of their Financial Analyst program.

Education

B.A. in Economics, Columbia 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

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

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

Lambros Tetoros joined Vista Public Strategies in 2019.

Prior to joining Vista, Mr. Tetoros worked as a Financial Analyst at Houlihan Lokey, where he focused on mergers and acquisitions advisory in the technology, media, and telecom sectors.

Education

B.A. in Honors Business Administration, Ivey Business School, Western University

Fareed Adib joined Vista Consulting Group in 2016. Mr. Adib is responsible for leading Vista Consulting Group’s Product and Technology Practice, focused on deploying proven best practices across Vista’s portfolio of companies as well as providing strategic and operational product and technology support to the entire Vista organization. Mr. Adib supervises software development and product management professionals and is accountable for setting the direction of the technology roadmap for Vista’s portfolio companies.

Mr. Adib brings nearly 20 years of experience in technology with a distinguished track-record of building diverse, global teams while managing billion-dollar profit and loss statements for some of the world’s most impactful and iconic brands, including Google and Softbank. Mr. Adib has been named by Fierce Wireless as a “Rising Star of Wireless” in 2013, by Fortune as a “Forty Under Forty: Mobilizers Making Waves on Mobile Platforms” in 2012, and as one of “The Smartest People in Tech” by Fortune in 2011.

Education

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

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

Jessica Cash joined Vista Consulting Group in 2017. Ms. Cash works in Vista’s Go-To-Market Practice where she is responsible for partnering with Vista’s portfolio companies to deliver results by optimizing marketing, sales, and post-sales with an emphasis on customer success and supports talent development for portfolio company executives.

Prior to joining Vista, Ms. Cash served as the Head of Sales & Marketing Solutions New Product Development at CEB (now Gartner), where she designed, launched, and sold professional services products related to go-to-market. She also served as an advisor for CEB Ventures, a program by CEB designed to explore and invest in bleeding edge technologies. Before her time leading the Solutions team, Ms. Cash worked at Gartner as a Senior Engagement Manager, where she was responsible for driving sales force effectiveness, optimizing sales force enablement resources, improving sales processes, and adjusting coverage models for Gartner’s clients.

Education

B.B.A. in Finance, University of Michigan

Christopher Johnson joined Vista Consulting Group in 2015. Mr. Johnson is responsible for leading Vista Consulting Group’s Value Creation Practice, focused on advising and partnering with Vista’s Flagship and Foundation portfolio of companies to create operational scale and sustainable growth. Prior to his role as Managing Director, Mr. Johnson served Foundation Fund companies as a Consulting Director.

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

Jing Liao joined Vista Consulting Group in 2019. Ms. Liao is responsible for leading Vista Consulting Group’s talent strategy with a focus on developing and deploying holistic talent and culture best practices and solutions across Vista’s portfolio companies to drive high growth and value creation.

Prior to joining Vista, Ms. Liao served as the Chief Human Resources Officer (CHRO) at SoFi, where she was responsible for driving the company’s total talent strategy. Ms. Liao has over 20 years of strategic people and talent leadership experience at both public and private companies and has a track record of leading major cultural transformations and building talent strategies. As a distinguished global CHRO, she is passionate about developing cultural and talent practices to build an inclusive, diversified, and high performing workforce that delivers strong business results. Ms. Liao was named the Top 10 Global Breakaway HR Leader in 2013 (Evanta/Gartner) and HR Executive of the Year in 2015 (Stevie American Business Award).

Education

B.S. in Chemistry, Peking University
M.A. in Human Resources & Industrial Relations, University of Minnesota

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

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

Pat Cronin joined Vista Equity Partners in 2018. Mr. Cronin is responsible for project management 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 project management and distribution 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

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

Greg Charte joined Vista Equity Partners in 2019. Mr. Charte contributes to project management for Vista’s capital campaigns across investment strategies.

Prior to joining Vista, Mr. Charte was an Associate at Mercury Capital Advisors, where he was responsible for project management of the firm’s private equity mandates.

Education

B.S. in Finance, McDonough School of Business, Georgetown University

Elizabeth Moir joined Vista Equity Partners in 2017. In her role, Ms. Moir contributes to the Capital & Partner Solutions strategy for Vista Equity Partners’ private equity funds.

Prior to joining Vista, Ms. Moir 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

Pat Repko joined Vista Equity Partners in 2018. Mr. Repko supports the Capital & Partner Solutions strategy for Vista Equity Partners’ private equity funds.

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

Ashleigh Shepherd joined Vista Equity Partners in 2019. Ms. Shepherd supports the Capital & Partner Solutions strategy across Vista’s platforms.

Prior to joining Vista, Ms. Shepherd was a Senior Associate at The Riverside Company, where she supported the Fundraising & Investor Relations team. Before her time with Riverside, Ms. Shepherd was an Account Executive at Brunswick Group, where she focused on mergers and acquisitions, initial public offerings, and public company investor communications. Prior to Brunswick Group, Ms. Shepherd worked at PricewaterhouseCoopers as an Assurance Associate in the Alternative Investments audit practice.

Education

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

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

Prior to joining Vista, Mr. Boasberg was as an intern at Kohlberg Kravis Roberts Co., where he worked with the Client and Partner Group.

Education

B.A. in History, Brown University

Mikecia Clarke joined Vista Equity Partners in 2019. Ms. Clarke supports the Capital & Partner Solutions strategy across the Vista platform.

Prior to joining Vista, Ms. Clarke was as an intern at BlackRock, where she worked on the U.S. Wealth Advisory team.

Education

B.A. in Economics, Princeton University

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

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

Jeremy Muench joined Vista Consulting Group in 2014. Mr. Muench helped establish Vista’s Strategy & Corporate Development Practice and supports Vista’s portfolio companies with growth strategy, corporate development, mergers and acquisitions, and post-merger integration.

Prior to joining Vista, Mr. Muench served as a Senior Vice President of Customer Operations at Vitera Healthcare Solutions (a Vista portfolio company known now as Greenway Health), where he led professional services, customer support, and customer success. Prior to Vitera, Mr. Muench held senior roles at GE and McKesson where he focused on strategy and corporate development, post-merger integration, and Six Sigma process improvement.

Education

B.A. in American Culture, Northwestern University
M.B.A., Harvard Business School

Manjit Singh joined Vista Equity Partners in 2020. Mr. Singh is responsible for leading Vista Consulting Group’s Business Operations Practice, working with portfolio company C-suite leaders to transform portfolio company operations through the implementation of scalable and repeatable business processes and structures.

Prior to joining Vista, Mr. Singh served as the Chief Information Officer at various Fortune 500 companies. He was most recently Chief Information Officer at Toyota North America, where he was responsible for all regional IT processes and operations. Before Toyota, Mr. Singh was Chief Information Officer at The Clorox Company. Prior to The Clorox Company, Mr. Singh worked at Box, Inc., where he was the Head of Industry Solutions. In 2017, Mr. Singh was named Consumer Goods Technology Chief Information Officer of the Year and the National Diversity Council Distinguished Chief Information Officer.

Education

B.S. in Mathematics & Computer Science, State University of New York at Binghamton
M.S. in Computer Science, Indiana University

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

Alan Schwartz joined Vista Equity Partners in January 2020 and is General Counsel for Vista Holdings Group.

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 $25BN 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

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 M&A, 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 The 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

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 investment’s 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 & 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, from the 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
C.P.A. (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

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 Masters 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

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 Chief Executive Officer, 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 United States government, with an emphasis on the Department of Defense and the Intelligence Community. Before joining IAI, Mr. Shoates served 24 years in the United States 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, DC 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 not-for-profit corporations. Ms. Stuart is a member of the State Bars of New York and California.

Education

B.S., 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. While at PricewaterhouseCoopers, 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

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 a Vice President and the Chief of Staff for Bank of America’s Global Head of Campus Recruiting and Junior Talent Management, where she established operational, business management, and budgetary procedures for a global team. Prior to Bank of America, Ms. Ali was a Manager of Diversity Analytics at NBCUniversal, where she focused on developing company-wide and business unit specific diversity and inclusion strategies by leveraging workforce analytics and industry trends. Ms. Ali began her career at Morgan Stanley.

Education

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

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

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

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

Education

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

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

Sarah Langdon joined Vista Equity Partners in 2020. Ms. Langdon is responsible for the firm’s brand strategy and marketing content programs.

Prior to joining Vista, Ms. Langdon served as the Director of Global Campaigns & Field Marketing at Alert Logic, where she led demand generation campaigns, customer lifecycle strategies, and corporate programs. Before her time with Alert Logic, Ms. Langdon worked at EdTech firm, EverFi, in Washington, D.C., where she oversaw the development of the firm’s go-to-market strategy and executed multi-channel marketing strategies to drive program adoption across the company’s Higher Education and Sports & Entertainment practices.

Education

B.A. in Media & Society and English, William Smith College

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

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

Education

B.S. in Business Economics, UCLA

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

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

Education

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

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

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

Education

B.S. in Economics and Communications, UC Davis

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

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

Education

B. Commerce, University of Alberta

Simi Singh joined Vista Equity Partners in 2019.

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

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

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

Education

B.S. in Computer Science, University of Auckland

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

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

Education

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

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

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

Education

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

Jessica Lee joined Vista Equity Partners in 2017. Ms. Lee contributes to Asia Pacific (APAC) Capital & Partner Solutions fundraising.

Prior to joining Vista, Ms. Lee was an Investor Relations Senior Analyst at TCV. Prior to TCV, Ms. Lee worked as an Analyst in Leveraged Finance at Wells Fargo Securities.

Education

B.A. in Political Science, University of California, Los Angeles

Tyler Rudolph joined Vista Equity Partners in 2018. Mr. Rudolph works in the Office of the CEO supporting Vista’s strategy and activities in Asia.

Prior to joining Vista, Mr. Rudolph was a Business Analyst at McKinsey & Company. Before his time with McKinsey & Company, Mr. Rudolph was a member of the inaugural class of Schwarzman Scholars.

Education

B.S. in Engineering, Princeton University
M.A. in Global Affairs, Schwarzman College, Tsinghua University

Brian Unruh joined Vista Consulting Group in 2019. Mr. Unruh is responsible for leading Vista Consulting Group’s Finance and Administration Practice focused on partnering with portfolio company Chief Executive Officers (CEO), Chief Financial Officers (CFO), and management teams on a range of operational excellence practices and priorities.

Prior to joining Vista, Mr. Unruh served in a variety of CEO and CFO roles, where he focused on leading growth strategies and enterprise operations for public and private software and webservices companies, most recently as the CFO at PrismHR and CEO of Endurance International Group’s Web Hosting Business. Before his time with PrismHR and Endurance International Group, Mr. Unruh held multiple global finance and accounting leadership roles for public high-tech manufacturing companies. Mr. Unruh began his career as a Certified Public Accountant at Ernst & Young.

Education

B.S. in Business Administration, Oregon State University