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Greg Myers
Senior Managing Director, Global Head of Capital & Partner Solutions
Capital & Partner Solutions
New York
Name Greg Myers
Title Senior Managing Director, Global Head of Capital & Partner Solutions
Division Capital & Partner Solutions
Location New York

Greg Myers joined Vista Equity Partners in 2017 and is the Global Head of Capital & Partner Solutions. Mr. Myers is responsible for managing the Capital & Partner Solutions team and leading the firm’s investor development and capital raising activities. Additionally, Mr. Myers serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
Prior to joining Vista, Mr. Myers worked as Director of Investor Relations, Senior Managing Director and Partner at Eton Park Capital Management. Before his time with Eton Park, Mr. Myers worked at Lazard & Co. in London, United Kingdom, where he was a Managing Director and the Co-founder of the Private Fund Advisory Group, leading the group’s international business efforts. Prior to Lazard & Co., Mr. Myers worked at Merrill Lynch & Co. in New York City in investment banking.
Education
B.B.A. in Finance, College of William & Mary
Lauren Dillard
Senior Managing Director, Chief Financial Officer
Firm Operations & Administration
Austin
Name Lauren Dillard
Title Senior Managing Director, Chief Financial Officer
Division Firm Operations & Administration
Location Austin

Lauren Dillard joined Vista Equity Partners in 2022 as Chief Financial Officer. Ms. Dillard serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
Prior to joining Vista, Ms. Dillard spent over two decades working across the financial services and technology sectors. She most recently served on the Executive Leadership Team at Nasdaq as Executive Vice President of Investment Intelligence, where she was responsible for leading the strategic direction and driving expansion across Nasdaq’s data, index and analytics division. Before her tenure at Nasdaq, Ms. Dillard spent 17 years at The Carlyle Group, serving most recently as Partner and Head of the Investment Solutions unit, overseeing more than $40 billion in assets and 200 professionals across offices in six countries. She also served as a member of Carlyle’s Management Committee and played significant roles on other leadership committees during her tenure at the firm. Prior to joining Carlyle, Ms. Dillard worked in the tax practice at Arthur Andersen.
Ms. Dillard serves as an Independent Director of SL Green Realty, where she chairs the Compensation Committee and serves on the Audit Committee. She is also a Lincoln Center Leadership Fellow.
Ms. Dillard is passionate about inclusive capital and investing in women and minority-led funds and organizations. She is a strong advocate for professional growth and career development for women in the financial and technology sectors.
Education
B.S. in Accounting, University of Richmond
Mauro Bonugli
Managing Director
OneVista
Name Mauro Bonugli
Title Managing Director
Division OneVista
Location

Mauro Bonugli joined Vista in 2017. As Managing Director, Mr. Bonugli leads the OneVista partnership with limited partners globally and is responsible for operationalizing and scaling OneVista with infrastructure, processes and systems. Before OneVista, Mr. Bonugli was Vista’s Deputy CTO and a senior leader in the firm’s Product and Technology Value Creation team.
Prior to joining Vista, Mr. Bonugli served as an Advisor for Warburg Pincus, McKinsey & Company and SER, an HR management solutions company based in Brazil. Before his advisory roles, Mr. Bonugli was Director of Private Equity Consulting at RSM. His previous positions also include Vice President of the Resources Group at General Atlantic and Vice President for the Office of the CIO at Credit Suisse.
Education
B.S. in Computer Sciences, Universidade Sao Francisco, Brazil
M.B.A, Gabelli School of Business, Fordham University
David Flannery
Senior Managing Director, President of Vista Credit Partners
Credit
New York
Name David Flannery
Title Senior Managing Director, President of Vista Credit Partners
Division Credit
Location New York

David Flannery joined Vista Credit Partners (“VCP”) in New York in 2018 as its President and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Mr. Flannery reports to Vista’s Founder, Robert F. Smith, and is responsible for setting strategy for VCP, in addition to overseeing all credit transactions.
Before joining Vista, Mr. Flannery was a partner with Blackstone’s GSO Capital. He was Co-Head and Joint Portfolio Manager of the Capital Solutions Funds and a member of the Distressed Credit Investment Committee. Prior to joining GSO, Mr. Flannery was a Portfolio Manager with Anchorage Capital in New York. He focused on illiquid credit investing and was a member of the CLO Investment Committee and Risk Committee. Prior to Anchorage, Mr. Flannery worked at Bank of America Merrill Lynch (“BAML”) where he held several global group head roles, including Chief Risk Officer of Global Banking & Markets and Global Head of Leveraged Finance & Capital Markets. Before joining BAML, Mr. Flannery was the Global Head of Leveraged Finance at Deutsche Bank. He began his career at Bankers Trust Company in 1992 in the high yield bond department.
Mr. Flannery is a board member of RocketLawyer and a board observer of several portfolio companies of VCP. He is a former board member of Meltwater, a VCP realized investment. Additionally, he serves on the board of Intrensic, a SaaS software company, and on the board of DREAM, a nonprofit serving youths in New York City.
Education
B.S. in Business Administration, Concentration in Finance, Villanova University
Alan Schwartz
Chief Legal Officer
Legal & Compliance
New York
Name Alan Schwartz
Title Chief Legal Officer
Division Legal & Compliance
Location New York
Alan Schwartz joined Vista Equity Partners in January 2020 and is Chief Legal Officer for Vista Holdings Group.
Prior to joining Vista, Mr. Schwartz served as Managing Director at First Reserve Corporation, where he served on the Board of Directors, handled complex legal and business issues, and was involved in the deployment of $25 billion of capital. Before his time at First Reserve Corporation, Mr. Schwartz worked at Simpson Thacher & Bartlett as a corporate partner focused on private equity.
Education
B.S. in Business Administration, University of New Hampshire
J.D., Fordham School of Law
Rachel Arnold
Senior Managing Director
Private Equity, Endeavor
Austin
Name Rachel Arnold
Title Senior Managing Director
Division Private Equity, Endeavor
Location Austin

Rachel Arnold has over two decades of experience investing in and scaling growth at market leading software companies. Ms. Arnold is Co-Head of the Vista Endeavor Funds and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. She currently sits on the boards of BigTime, BlueConic, Jebbit, RadarFirst, Tripleseat and Zapproved, and is involved with the firm’s investments in ComplySci, Dispatch, Kazoo and mabl. She was actively involved with the firm’s investments in AGDATA, Autotask, BigMachines, Bonterra, Bullhorn, Kibo, Lanyon, Lone Wolf, Naviga, PeopleAdmin, Relias Learning and SecureLink. Ms. Arnold was named one of GrowthCap’s Top Women Leaders in Growth Investing in 2022 and to Buyouts’ Women in Private Equity Class of 2022.
Prior to joining Vista Equity Partners in 2012, Ms. Arnold held executive positions at four Vista companies. Her roles have included interim CEO at Bonterra (formerly Social Solutions), Senior Vice President of Engineering, Product Management and Marketing at Mitratech, Vice President of Product Management and Strategy at MicroEdge, and running Business Development and Channel Programs at SRC Software. Outside of her Vista tenure, Ms. Arnold served as Strategy Director at Interbrand and as an Equity Research Associate covering enterprise software at Pacific Crest.
Ms. Arnold is passionate about giving back to her community. In 2017, she co-founded the Austin chapter of Friends of the Children, a nonprofit organization focused on breaking the cycle of generational poverty through transformative work with high-risk youth. Ms. Arnold is the Past Chair and current board member for the Friends of the Children Austin chapter and also serves as Treasurer and Trustee for The Contemporary Austin. She previously served on the National Board for Friends of the Children.
Education
B.A. in International Business, Linfield College
Gregory Galligan
Senior Managing Director
Credit
New York
Name Gregory Galligan
Title Senior Managing Director
Division Credit
Location New York

Gregory Galligan joined Vista Credit Partners in 2022. Mr. Galligan manages VCP’s direct lending business and is a member of the VCP Investment Committee.
Before joining Vista, Mr. Galligan was a Partner at Ares Management for 11 years, where he was responsible for building and leading Ares’ direct lending efforts in the United States. Prior to Ares, Mr. Galligan worked at DLJ Investment Partners, where he focused on origination, structuring and underwriting leveraged finance transactions. Mr. Galligan has also previously held investment positions at Capital Source and Bank of America as part of their respective Leveraged Finance teams.
Education
B.A. in Economics, Boston College
M.B.A., Harvard Business School
Michael Fosnaugh
Senior Managing Director
Private Equity, Flagship
Chicago
Name Michael Fosnaugh
Title Senior Managing Director
Division Private Equity, Flagship
Location Chicago

Michael Fosnaugh joined Vista Equity Partners in 2005. Mr. Fosnaugh is Co-Head of the Flagship Fund and sits on its Investment Committee. Additionally, Mr. Fosnaugh serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Fosnaugh currently sits on the boards of Acquia, Alegeus, Applause, CentralSquare, EAB, Greenway Health, Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF), PlanSource, Securonix, SmartBear, Stats Perform and TripleLift. He was also formerly on the boards of or actively involved with the firm’s investments in Advicent, Forcepoint, Mediaocean, MRI Software, Numerator, Ping Identity (formerly NYSE: PING), SirsiDynix, Sunquest Information Systems, Vertafore, Websense and Zywave. Mr. Fosnaugh is Co-Head of the Chicago office.
Mr. Fosnaugh is a thought leader within the investing and enterprise software communities, having been featured in PEI’s Investing in Technology report, where he was joined by Vista’s Founder, Chairman and CEO Robert Smith, along with Vista’s Co-Head of Flagship Fund and Senior Managing Director, Monti Saroya. Read their interview here.
Prior to joining Vista, Mr. Fosnaugh worked in the Technology, Media and Telecommunications Group at SG Cowen & Co., where he focused on the software, services and financial technology sectors. While at SG Cowen, Mr. Fosnaugh advised clients on buy-side and sell-side transactions, public and private equity financings, and other strategic advisory initiatives.
Education
A.B. in Economics from Harvard College, cum laude
Kal De
Chief Technology Officer
Consulting Group
San Francisco
Name Kal De
Title Chief Technology Officer
Division Consulting Group
Location San Francisco
Kal De joined Vista Consulting Group in 2022 and is the Chief Technology Officer.
Prior to joining Vista, Mr. De was General Manager of VMware’s Security Business Unit where he led VMware Carbon Black, a cloud-native endpoint security vendor. During his tenure as General Manager and earlier as its Head of Engineering, Carbon Black doubled ARR, more than doubled customers to over 10,000 and built an industry-leading, cloud-native web-scale security platform that processes two trillion events per day.
Before Carbon Black, Mr. De served as CTO of Docker, a leading cloud-native infrastructure provider and household name for millions of developers worldwide. Before Docker, Mr. De worked at VMware where he served in dual General Manager and Head of Engineering roles in their Cloud Management Business Unit, where he led the development and launch of VMware’s first true cloud-native infrastructure service offerings.
Education
M.S., Engineering, Virginia Tech
Julian Bostic
Managing Director
Capital & Partner Solutions
Chicago
Name Julian Bostic
Title Managing Director
Division Capital & Partner Solutions
Location Chicago

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
Justin Hirsch
Managing Director, Strategy
Office of the CEO
Austin
Name Justin Hirsch
Title Managing Director, Strategy
Division Office of the CEO
Location Austin

Justin Hirsch joined Vista Equity Partners in 2016 and oversees the firm’s strategic priorities, balance sheet and principal investments. Mr. Hirsch manages the firm’s capital structure, risk levels and growth initiatives. He is also involved with investment structuring and serves as an ex-officio member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction.
Prior to Vista, Mr. Hirsch worked at Evercore, where he advised alternative asset managers on minority investments and other strategies to meet growth objectives. He was also a member of the financial sponsors group that focused coverage on technology assets. Mr. Hirsch began his career in the principal transactions group at Macquarie Capital.
Education
B.A. in Human Biology, Stanford University
Rebecca Hu
Managing Director
Office of the CEO
Name Rebecca Hu
Title Managing Director
Division Office of the CEO
Location

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
Monti Saroya
Senior Managing Director
Private Equity, Flagship
Austin
Name Monti Saroya
Title Senior Managing Director
Division Private Equity, Flagship
Location Austin

Monti Saroya joined Vista Equity Partners in 2008. Mr. Saroya is Co-Head of the Vista Flagship Fund and sits on its Investment Committee. Additionally, Mr. Saroya serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. He currently sits on the boards of Advanced, Allvue Systems, Apptio, Cvent (NASDAQ: CVT), Drift, Finastra, Gainsight, iCIMS, Infoblox, Mindbody, Olive, Pipedrive, Pluralsight, PowerSchool (NYSE: PWSC), Salesloft, Solera, TIBCO, Upside and Xactly. Mr. Saroya is also actively involved in the firm’s investments in Jio and Vivid Seats (NASDAQ: SEAT) and was actively involved in the firm’s investments in Datto (formerly NYSE: MSP), Marketo, SumTotal, The ACTIVE Network, Transfirst, Turaz and Zywave.
Mr. Saroya is a thought leader within the investing and enterprise software communities, having been featured in PEI’s Investing in Technology report, where he was joined by Vista’s Founder, Chairman and CEO Robert Smith, along with Vista’s Co-Head of Flagship Fund and Senior Managing Director, Michael Fosnaugh. Read their interview here.
Prior to joining Vista, Mr. Saroya worked as a senior research analyst for JMP Securities, where he provided research for buy-side clients on public on-demand (SaaS) companies. Mr. Saroya previously worked as an associate for the enterprise software/applications team. Before his time with JMP, Mr. Saroya worked for Siebel Systems in a sales capacity for the CRM On Demand division. Prior to Siebel, Mr. Saroya worked for Cisco Systems in various operations roles.
Education
B.S. in Computer Engineering, California Polytechnic State University, magna cum laude
Patrick Severson
Senior Managing Director
Private Equity, Foundation
Austin
Name Patrick Severson
Title Senior Managing Director
Division Private Equity, Foundation
Location Austin

Patrick Severson joined Vista Equity Partners in 2013. Mr. Severson is Co-Head of the Vista Foundation Funds and sits on its Investment Committee. Additionally, Mr. Severson serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Severson currently sits on the boards of AGDATA, AlertMedia, ARCOS, Assent Compliance, Bonterra, Four Winds Interactive, Granicus, Kibo, Power Factors, Sonatype, StarRez, TigerConnect and Trintech. He was also actively involved in the firm’s investments in Autotask, PeopleAdmin, Return Path and Wrike.
Prior to joining Vista, Mr. Severson worked as Partner at Warburg Pincus where he spent 12 years investing in and working with software companies at all stages from startup to buyout. Before his time with Warburg Pincus, Mr. Severson worked at Booz-Allen & Hamilton, where he was a Consultant. Prior to Booz-Allen, Mr. Severson worked at Price Waterhouse, where he focused on media and technology industries.
Education
B.S. in Computer Science, Stanford University
M.B.A., Columbia University
Pete Fisher
Managing Director
Credit
New York
Name Pete Fisher
Title Managing Director
Division Credit
Location New York

Pete Fisher joined Vista Credit Partners in 2019 and is a member of the VCP Investment Committee. His primary focus is VCP’s non-sponsored and secondary-market investment opportunities.
Prior to joining Vista in 2019, Mr. Fisher served as Managing Director at PointState Capital LP, where he was responsible for sourcing, initiating and managing distressed or special situations investments in credit and equities with a focus in the technology, telecom and media sectors. Before his time with PointState Capital, Mr. Fisher worked at GSO Capital Partners, Blackstone’s global credit investment platform, where he focused on illiquid and private credit opportunities across multiple fund strategies. Prior to GSO Capital Partners, Mr. Fisher worked at Deutsche Bank in the Leverage Finance Group, and began his career at SPP Capital Partners.
Education
B.A. in Political Economy, Georgetown University
Kristine Jurczyk
Managing Director
Credit
Chicago
Name Kristine Jurczyk
Title Managing Director
Division Credit
Location Chicago

Kristine Jurczyk joined Vista Equity Partners in 2013 as a co-founder of Vista Credit Partners. She assists with managing the firm’s credit platform, raising and structuring the funds’ liabilities and is a voting member of the VCP Investment Committee.
Prior to joining Vista, Ms. Jurczyk served as a Team Leader at Antares Capital (Antares), the former middle-market sponsor finance platform of GE Capital, and was previously at Merrill Lynch Capital prior to its acquisition by Antares. At Antares and Merrill Lynch Capital, she managed all facets of the deal process from origination, underwriting, and structuring, to portfolio management of credit facilities to sponsor-backed companies across a diverse set of industries. Before her time at Merrill Lynch Capital, Ms. Jurczyk worked at Arthur Andersen in the Transaction Advisory Group, performing accounting and financial due diligence analysis on behalf of private equity firms.
Education
B.A. in Accountancy from Gustavus Adolphus College
M.B.A. from the University of Chicago Booth School of Business
Amy Mathews
Managing Director, Head of Venture Capital Coverage
Credit
Oakland
Name Amy Mathews
Title Managing Director, Head of Venture Capital Coverage
Division Credit
Location Oakland

Amy Mathews joined Vista Credit Partners in 2021.
Prior to joining Vista, Ms. Mathews spent 14 years at Goldman, Sachs & Co., where she was a Vice President in the Technology, Media and Telecom group leading their Venture Capital Coverage effort. Before her time with the investment banking group, Ms. Mathews was in the Global Markets Division where she covered institutional clients including mutual funds, hedge funds and technology-related crossover funds with both public and private investing mandates. Prior to Goldman Sachs, Amy worked at Intel for five years in a variety of sales, marketing and technology manufacturing roles.
Education
B.B.A. in Marketing and Computer Applications, University of Notre Dame
René Yang Stewart
Senior Managing Director
Private Equity, Endeavor
Austin
Name René Yang Stewart
Title Senior Managing Director
Division Private Equity, Endeavor
Location Austin

René Yang Stewart joined Vista Equity Partners in 2007. Ms. Stewart is Co-Head of the Vista Endeavor Funds and sits on the Vista Endeavor Funds’ Investment Committee. Additionally, Ms. Stewart serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. She currently sits on the boards of Dispatch, iN2L, OfficeSpace and WorkTango. Ms. Stewart was also actively involved with the firm’s investments in Accruent, AGDATA, Bullhorn, Lone Wolf, Mitratech, SecureLink and Zapproved. Ms. Stewart was named one of GrowthCap’s Top Women Leaders in Growth Investing in 2022, GrowthCap’s Leaders of Growth Investing in 2022 and GrowthCap’s Top 25 Software Investors in 2021.
Prior to joining Vista, Ms. Stewart worked at Yahoo! in the Corporate Finance group, focusing on mergers and acquisitions and business development opportunities for the company. Before her time at Yahoo!, Ms. Stewart worked at Lehman Brothers in the Global Technology group.
Education
B.A. in Economics, Columbia University, magna cum laude
Joshua Niedner
Managing Director
Credit
Chicago
Name Joshua Niedner
Title Managing Director
Division Credit
Location Chicago

Joshua Niedner joined Vista Credit Partners in 2015. He assists with managing the firm’s credit platform and its various funds.
Prior to joining Vista, Mr. Niedner spent 14 years at Madison Capital Funding, where he was Managing Director, a member of the firm’s Investment Committee and Strategy Committee, and head of the investment management group and CLO platform. Mr. Niedner also previously served as Madison’s head of loan buying and as a Team Leader, managing all facets of direct lending deal processes including origination, underwriting, structuring and portfolio management of leveraged loans across a diverse range of industries. Before his time with Madison, Mr. Niedner worked at Bank One (now J.P. Morgan) in various groups, including middle market syndications and private placements, sponsor finance, healthcare finance, commercial lending and real estate finance. He has more than 20 years of credit investing experience.
Education
B.S. in Finance from Indiana University
Michael Charlton
Managing Director, Head of Credit Capital & Partner Solutions
Capital & Partner Solutions
New York
Name Michael Charlton
Title Managing Director, Head of Credit Capital & Partner Solutions
Division Capital & Partner Solutions
Location New York
Michael Charlton joined Vista Equity Partners in 2022. Mr. Charlton is responsible for leading relationship efforts for the Vista Credit Partners team.
Prior to joining Vista, Mr. Charlton was Managing Director and Global Head of Business Development and Investor Relations at Anchorage Capital Group, where he was responsible for building and leading the firm’s global business development and investor relations efforts. Before Anchorage, Mr. Charlton was a Managing Director at Canyon Partners, where he led global business development and client service efforts for Canyon Capital Advisors. Prior to Canyon, Mr. Charlton was a Partner and Senior Managing Director at Lazard Asset Management, where he led the marketing efforts for the firm’s North American institutional business.
Education
B.A. in Government, Wesleyan University
Nadeem Syed
Senior Managing Director, Head of Value Creation
Private Equity, Flagship
San Francisco
Name Nadeem Syed
Title Senior Managing Director, Head of Value Creation
Division Private Equity, Flagship
Location San Francisco

Nadeem Syed joined Vista Equity Partners in 2018 and is currently Head of Value Creation and a member of the private equity Flagship team. Mr. Syed serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Syed currently sits on the boards of Alegeus, Allvue Systems, Apptio, iCIMS, PlanSource and Securonix.
Prior to joining Vista, Mr. Syed was CEO of Finastra (formerly Misys), a Vista company and the third-largest financial services software company in the world. Before his time with Finastra, Mr. Syed was COO of SumTotal Systems, a former Vista company, where he led the company’s strategic initiatives overseeing services, support, engineering, product management and cloud operations. Prior to SumTotal Systems, Mr. Syed spent 19 years in multiple senior leadership roles at Oracle.
Education
B.S. in Production Engineering, University of Mumbai (formerly University of Bombay)
M.S., Industrial Engineering, Louisiana State University
Martin Taylor
Senior Managing Director
Private Equity, Foundation
Austin
Name Martin Taylor
Title Senior Managing Director
Division Private Equity, Foundation
Location Austin

Martin Taylor joined Vista Equity Partners in 2006. Mr. Taylor is Co-Head of the Foundation Funds and sits on its Investment Committee. Additionally, he is a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Taylor currently sits on the boards of Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF), NAVEX Global, TripleLift and Vivid Seats (NASDAQ: SEAT) and has served on numerous other boards during his tenure.
Previously at Vista, Mr. Taylor was a Managing Director and drove a variety of cross-fund and cross-portfolio initiatives. He was the initial President of Vista Consulting Group, where he was instrumental in building and scaling the Firm’s value creation infrastructure, formalizing Vista’s portfolio engagement model and developing many of Vista’s best practices.
Prior to Vista, Mr. Taylor had most recently served as a Corporate Vice President at Microsoft, where he spent over 13 years and managed corporate strategy, sales, product marketing and various segment-focused teams in North America and Latin America during that time. 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.
Outside of Vista, Mr. Taylor is passionate about advancing access and creating opportunities for those who have traditionally been underrepresented across the business community. He sits on Milken Institute’s Executive Council for Diversity, Equity and Inclusion in Asset Management and The University of Texas President’s Austin Innovation Board that supports efforts to unlock student potential through experiential learning and strong college-to-career programming. In February 2022, Mr. Taylor made a gift donation to support UT’s Heman Sweatt Center for Black Males and help the organization expand its programs, events and scholarships.
Marc Teillon
Senior Advisor
Private Equity, Foundation
Austin
Name Marc Teillon
Title Senior Advisor
Division Private Equity, Foundation
Location Austin
Marc Teillon joined Vista Equity Partners in 2009 and is a Senior Advisor. Mr. Teillon has been involved in numerous firm investments.
Prior to joining Vista, Mr. Teillon was a Vice President in Citi’s Investment Banking division. While at Citi, Mr. Teillon advised clients on buy-side and sell-side transactions, public and private equity financings, and other strategic advisory initiatives. Before that, Mr. Teillon was a Director, Finance for Chindex International in China. At Chindex, he led network-wide capital raising and budgeting activities for the hospital division and managed the Finance, Accounting, Business Office and IT Departments for the multi-facility Shanghai market. Mr. Teillon has also worked at The Blackstone Group as an investment professional, at Arcadia Partners, an education technology and e-learning venture fund, and at Philips in an operations role within the company’s new ventures division.
Education
M.B.A., Harvard Business School
Fareed Adib
Managing Director
Private Equity, Flagship
Austin
Name Fareed Adib
Title Managing Director
Division Private Equity, Flagship
Location Austin

Fareed Adib joined Vista Equity Partners in 2016 and is currently a member of the private equity Flagship team and Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Additionally, Mr. Adib works closely with Vista’s Founder, Chairman and CEO, Robert F. Smith, and the Capital & Partner Solutions team on strategic limited partner engagements. He is also actively involved with the firm’s investments in CentralSquare, Jio, mabl and Olive.
Before his current role at Vista, Mr. Adib led the Product & Technology team and acted as the firm’s first CTO, leading firm and portfolio-wide efforts around diligence, product management, product development, cybersecurity, cloud development and artificial intelligence and machine learning. Mr. Adib also served as the President of Vista Consulting Group, where he helped architect the Value Creation organization.
Mr. Adib has more than 20 years of senior technology leadership experience and was named one of “The Smartest People in Tech” by Fortune in 2011. He has a distinguished track record of building diverse, global teams while managing billion-dollar businesses for some of the world’s most impactful and iconic brands, including Google, Softbank, Sprint, Sun and IBM.
Mr. Adib has served on the board of directors for several public and private technology companies. He also leads Vista’s partnership with Code.org, a nonprofit dedicated to expanding access to computer science in schools and increasing participation by young women and students from other underrepresented groups.
Education
B.S. Computer Science, University of Missouri
M.B.A., University of Chicago
Rod Aliabadi
Managing Director
Private Equity, Flagship
Chicago
Name Rod Aliabadi
Title Managing Director
Division Private Equity, Flagship
Location Chicago

Rod Aliabadi joined Vista in 2008 and sits on the Vista Flagship Funds’ Investment Committee. Mr. Aliabadi sits on the boards of Acquia, EAB, Integral Ad Science (NASDAQ: IAS), Quickbase, Securonix and TripleLift. Mr. Aliabadi was also formerly on the boards of or actively involved with the firm’s investments in Aderant, BigMachines, Forcepoint, Mediaocean, Mitratech, Numerator, Ping Identity (formerly NYSE: PING), Relias Learning, SirsiDynix, Stats Perform, SumTotal, TIBCO and Websense.
Prior to joining Vista, Mr. Aliabadi worked at the Stanford Genome Technology Center, focusing on developing nanotechnology-driven diagnostics. During his time at Stanford, Mr. Aliabadi became involved with the creation and spin-out of NextBio, a provider of SaaS-based products for integrating corporate and public data from sequencing and microarray technologies (acquired by Illumina in 2013).
Education
B.E. in Biomedical Engineering, Vanderbilt University
Adrian Alonso
Managing Director
Private Equity, Flagship
Austin
Name Adrian Alonso
Title Managing Director
Division Private Equity, Flagship
Location Austin

Adrian Alonso joined Vista Equity Partners in 2009 and is currently a member of the private equity Flagship team. Mr. Alonso serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. He sits on the boards of Advanced, CentralSquare, EagleView, iCIMS, Mindbody and Pluralsight, and is involved in the firm’s investment in Jio. He was also actively involved in the firm’s investments in Aptean, Omnitracs, Sovos Compliance, SumTotal Systems and TransFirst. Mr. Alonso was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2022.
Prior to joining Vista, Mr. Alonso worked in the Technology, Media and Telecommunications group of Goldman, Sachs & Co. While at Goldman, Mr. Alonso advised technology and media companies on a broad range of transactions, including mergers, acquisitions, divestitures, financings and other corporate restructuring activities.
Education
B.S. in Business Administration, University of Southern California, cum laude
Ryan Atlas
Managing Director
Private Equity, Foundation
Austin
Name Ryan Atlas
Title Managing Director
Division Private Equity, Foundation
Location Austin

Ryan Atlas joined Vista Equity Partners in 2012 and sits on the Vista Foundation Funds’ Investment Committee and serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Atlas currently sits on the boards of AlertMedia, Critical Start, ESO Solutions, Granicus, LogicMonitor, Menlo Security, TigerConnect and Tribute Technology. He was also formerly on the boards of or actively involved with the firm’s investments in Allocate, Autotask, Bullhorn, Main Street Hub, Relias Learning, Return Path and Wrike. Mr. Atlas was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2022.
Prior to joining Vista, Mr. Atlas worked at JMI Equity, a growth equity firm with over $7.5 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.
Outside of Vista, Mr. Atlas is passionate about supporting children and access to education in Central Texas. He was a founding member and Board Member of the Austin chapter of Friends of the Children, a nonprofit organization focused on breaking the cycle of generational poverty through transformative work with high-risk youth. Mr. Atlas is the former Treasurer, Vice Chair and current Board Chair for the Austin Chapter and also serves as a Board Member for Austin PBS.
Education
B.A. in Ethics, Politics, and Economics, Yale University, cum laude
Melissa Murray Bailey
Managing Director
Private Equity, Endeavor
Name Melissa Murray Bailey
Title Managing Director
Division Private Equity, Endeavor
Location
Melissa Murray Bailey joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Bailey was Chief Revenue Officer at Hootsuite, where she was responsible for the sales, customer success, professional services and customer support organizations. Before Hootsuite, she was Head of Sales at LinkedIn, where she directed North American talent, brand and hiring solutions.
Education
Bret Bolin
Managing Director
Private Equity, Foundation
Name Bret Bolin
Title Managing Director
Division Private Equity, Foundation
Location

Bret Bolin joined Vista Equity Partners in 2016. Mr. Bolin is a member of the private equity Foundation team and serves on Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. He currently sits on the boards of ARCOS, Granicus, LogicMonitor, Naviga and Poppulo and is an active board observer for Assent and Menlo Security. He was also actively involved with the firm’s investments in Advanced, Allocate, PeopleAdmin, RDC, Tomia, Trintech and Wrike.
Prior to joining Vista, Mr. Bolin was on the boards of Unit 4, KMD and eFront. Prior to this, he was the Executive Chairman and Chief Executive Officer of Misys (now Finastra) from 2012 to 2014, a Vista company, which is a leading provider of banking, capital markets, investment management and risk solutions to financial institutions around the world, based in London. Under his leadership, Misys successfully consolidated the operations of Turaz (formerly Thomson Reuters Treasury and Risk Management Division) and commenced a strong path to industry leading growth and profitability.
Prior to Misys, Mr. Bolin was the President and Chief Executive Officer of P2 Energy Solutions (formerly a Vista company), a provider of upstream oil and gas software and data solutions, Chief Financial Officer of Ventyx (formerly a Vista company), a leading business solution provider to the energy, utilities and telecommunications sectors, and Chief Financial Officer of SourceNet Solutions (formerly a Vista company), a provider of comprehensive business process outsourcing solutions for finance and accounting operations.
Education
B.B.A. in Finance, Texas Tech University
David Bonnette
Managing Director
Private Equity, Foundation
Austin
Name David Bonnette
Title Managing Director
Division Private Equity, Foundation
Location Austin

David Bonnette joined Vista Equity Partners in 2017 and is currently a member of the private equity Foundation team. Mr. Bonnette currently sits on the boards of AlertMedia, Aptean, Khoros, Kibo, Sonatype and TigerConnect. He was also actively involved with the firm’s investments in Lone Wolf, PeopleAdmin and Zego (Powered by PayLease). Mr. Bonnette is also active in portfolio executive development.
Prior to Vista, Mr. Bonnette was the Chief Executive Officer of Lanyon, which was merged with Cvent, another Vista portfolio company, upon Vista’s acquisition of Cvent in November 2016. Prior to joining Lanyon, Mr. Bonnette served as Chief Executive Officer at BigMachines for three years, until the time of its acquisition by Oracle. Mr. Bonnette has worked in the software industry for nearly 20 years, and prior to BigMachines, held a variety of executive roles at Oracle where he led North American organizations in ERP, CRM and consulting. Mr. Bonnette is a member of the Young Presidents’ Organization and serves on the advisory board and is a mentor for the Posse Foundation. He also serves on the advisory board of HeadCount.
Education
B.A. in Business Management, Keene State College
International Business, Oxford Brookes University
Jamie Ford
Senior Managing Director
Permanent Capital
San Francisco
Name Jamie Ford
Title Senior Managing Director
Division Permanent Capital
Location San Francisco

Jamie Ford joined Vista Equity Partners in 2000. Mr. Ford is currently a Co-Head of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. Mr. Ford also serves as a member of Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform, as well as serving as a member of Vista’s Compliance Committee. In addition, Mr. Ford helped found and continues to have management oversight of Vista Public Strategies. Previously, Mr. Ford served as Vista’s Chief Operating Officer and as President of Vista Credit Partners. Mr. Ford currently sits on the board of Ellucian and is actively involved in Vista’s investment in Accelya. Mr. Ford was previously a member of the Vista Flagship Fund and its Investment Committee and was actively involved in the firm’s investments in Accero, Aspect Communications, DealerSocket, Misys, P2 Energy Solutions, TIBCO, Turaz, Websense, Ventyx, SER, SourceNet Solutions, SRC Software and The ACTIVE Network.
Prior to joining Vista, Mr. Ford worked in the Mergers and Acquisitions group of Goldman, Sachs & Co., where he advised clients in a variety of industries, including consumer products, chemicals, energy and power, and media. In addition to his work at Vista, Mr. Ford also serves as a board member of SquashDrive and the Boys & Girls Clubs of San Francisco.
Education
B.A. in Economics, Amherst College, magna cum laude
Billy Bosworth
Managing Director
Private Equity, Flagship
Name Billy Bosworth
Title Managing Director
Division Private Equity, Flagship
Location
Billy Bosworth joined Vista Equity Partners in 2023 and is a member of the private equity Flagship team.
Prior to joining Vista, Mr. Bosworth served as CEO of Dremio, where he was responsible for the overall strategy, direction and growth of the company and helped usher in over $300 million in new capital. Before his time at Dremio, he served as CEO of DataStax, where he grew the company from 25 employees to over 500 employees. Before joining DataStax, Mr. Bosworth spent six years at Quest Software as Vice President and General Manager of the database business unit. Mr. Bosworth has more than 25 years of leadership experience in the software industry and spent a substantial portion of his early career as a software engineer.
Education
James P. Hickey
Senior Managing Director
Permanent Capital
Austin
Name James P. Hickey
Title Senior Managing Director
Division Permanent Capital
Location Austin

Jim Hickey joined Vista Equity Partners in 2008. Mr. Hickey is currently a Co-Head of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. Additionally, Mr. Hickey serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. He previously was a member of the Vista Flagship Fund and its Investment Committee. Mr. Hickey currently sits on the boards of Accelya, Ellucian and Greenway Health. He was also actively involved with the firm’s investments in Aderant, Aptean, BigMachines, Brainware, EagleView, Navex, Numerator, SirsiDynix and Zywave.
Prior to joining Vista, Mr. Hickey spent 25 years at William Blair & Company, including 14 years heading up its technology investment banking practice and 11 years as an equity research analyst following the technology sector. Mr. Hickey is also a Chartered Financial Analyst.
Education
B.A. in Economics, Williams College, with honors
M.B.A., Graduate School of Business, University of Chicago
Brent Lanier
Managing Director, Chief Information Officer
Information & Technology
Austin
Name Brent Lanier
Title Managing Director, Chief Information Officer
Division Information & Technology
Location Austin

Brent Lanier joined Vista Equity Partners in 2017 and is a Managing Director and Vista’s Chief Information Officer. Mr. Lanier is responsible for overseeing the Information Technology and Security functions for Vista.
Prior to joining Vista, Mr. Lanier worked as Global IT Director for Boston Consulting Group, with technology oversight of the global finance and tax functions. Before his time with Boston Consulting Group, Mr. Lanier worked as Senior Director of Technology at Bain Capital, where he was responsible for the creation of the corporate technology group and served as the IT Business Partner for the Global Operations business units. Prior to Bain, Mr. Lanier was a Consultant for Lawson Software.
Mr. Lanier also previously worked at Andersen Consulting as an Analyst.
Education
B.S. in Computer Science, Georgia Institute of Technology
A.L.M. in Technology Management, Harvard University
Anand Anbalagan
Managing Director
Permanent Capital
Austin
Name Anand Anbalagan
Title Managing Director
Division Permanent Capital
Location Austin

Anand Anbalagan joined Vista Equity Partners in 2009. Mr. Anbalagan is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. He previously was a member of the Foundation team. Mr. Anbalagan currently sits on the board of Accelya and is actively involved in the firm’s investment in Ellucian. He was also actively involved in the firm’s investments in Bonterra, Kibo, Lanyon, MicroEdge, Mitratech, PeopleAdmin, Relias Learning and Upserve.
Prior to joining Vista, Mr. Anbalagan worked at Morgan Stanley in Menlo Park, where he worked in the Technology Investment Banking group. While at Morgan Stanley, Mr. Anbalagan advised clients on buy-side and sell-side transactions in a variety of verticals including software, internet, enterprise hardware and semiconductors.
Education
B.S. in Economics, The Wharton School, University of Pennsylvania, magna cum laude
B.A.S. in Engineering, School of Engineering and Applied Sciences, University of Pennsylvania, magna cum laude
Vincent Burkett
Managing Director
Permanent Capital
Austin
Name Vincent Burkett
Title Managing Director
Division Permanent Capital
Location Austin

Vince Burkett joined Vista Equity Partners in 2011 and is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Mr. Burkett serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Burkett sits on the Vista Perennial Fund Investment Committee and sits on the boards of Accelya and Ellucian. He was also actively involved in the firm’s investments in Autotask, Bullhorn, Misys (now Finastra) and Mitratech.
Prior to joining Vista, Mr. Burkett was the Executive Chairman and Chief Executive Officer of Ventyx (formerly a Vista company), which is a leading business solutions provider offering software, data and advisory services. Under his leadership, Ventyx grew into one of the largest and most successful independently owned software companies for energy and utility companies through an aggressive acquisition and integration strategy, along with an intensive program for organic growth and operational improvement culminating in a strategic acquisition of Ventyx by Zurich, CH based ABB. Prior to Ventyx, Mr. Burkett was a Managing Director at Alvarez and Marsal Business Consulting and Co-Founder and Chief Executive Officer of SourceNet Solutions (formerly a Vista company), a provider of comprehensive business process outsourcing solutions for finance and accounting operations.
Education
B.B.A. in Accounting, Texas A&M University, magna cum laude
Justin Cho
Managing Director
Private Equity, Endeavor
Austin
Name Justin Cho
Title Managing Director
Division Private Equity, Endeavor
Location Austin

Justin Cho joined Vista Equity Partners in 2005 and is currently a member of the private equity Endeavor team. He currently sits on the boards of Fusion Risk Management, RadarFirst and Tripleseat. Mr. Cho was also actively involved with Vista’s investments in BigMachines, ComplySci, Naviga, P2 Energy Solutions, Regulatory DataCorp, Surgical Information Systems, Trintech and Ventyx.
From 2008 to 2009, Mr. Cho served as the Vice President of Corporate Development at P2 Energy Solutions, with a focus on operations as well as corporate strategy and acquisitions. Prior to joining Vista, Mr. Cho worked at Merrill Lynch & Co., where he advised clients in both the technology and healthcare industries. In addition to his work at Vista, Mr. Cho serves on the Leadership Council for the Andy Roddick Foundation, a non-profit provider of after school and summer learning programs, and is a Board Member of UC Berkeley’s Management, Entrepreneurship and Technology Program.
Education
B.S. in Business Administration, Haas School of Business, University of California at Berkeley
B.S. in Electrical Engineering and Computer Sciences, College of Engineering, University of California at Berkeley
Darko Dejanovic
Managing Director
Private Equity, Foundation
Austin
Name Darko Dejanovic
Title Managing Director
Division Private Equity, Foundation
Location Austin

Darko Dejanovic joined Vista Equity Partners in 2017. Mr. Dejanovic is currently a member of the private equity Foundation team. Mr. Dejanovic currently sits on the boards of Solera and Stats Perform. He was also actively involved in the firm’s investments in AGDATA, Bonterra, EagleView, Omnitracs, The ACTIVE Network, Upserve, Vivid Seats (NASDAQ: SEAT) and Wrike.
Prior to joining Vista, Mr. Dejanovic worked as the Executive Chairman, CEO, President and Chief Technology, Product and Innovation Officer at The ACTIVE Network, a former Vista company. Before his time with The ACTIVE Network, Mr. Dejanovic worked at Monster Worldwide as Executive Vice President, Global Chief Information Officer and Head of Product. Prior to Monster Worldwide, Mr. Dejanovic worked at Tribune Company as Corporate Senior Vice President and Chief Technology Officer.
Education
B.S. in Computer Information Systems, Florida Metropolitan University
M.B.A., Northwestern University Kellogg School of Management
Stephanie Alger
Head of Strategy, Director, Risk & Analytics
Credit
Name Stephanie Alger
Title Head of Strategy, Director, Risk & Analytics
Division Credit
Location

Stephanie Alger joined Vista Credit Partners in 2021.
Prior to joining Vista, Ms. Alger was Managing Director and Global Head of the Equity Derivatives and Financing Platform at Bank of America Merrill Lynch (now BofA Securities), where she was previously Managing Director and Head of Americas Equity Structuring. During her 16 year tenure at BofA, Ms. Alger held a variety of roles including in Leverage Finance, Portfolio Management and Global Portfolio Strategies with leadership roles in Risk, Stress Testing, Global Banking Data and Global Markets.
Education
B.S. in International Business and Finance, The University of South Carolina
Christina Lema
Managing Director, General Counsel of Vista Management Company
Legal & Compliance
San Francisco
Name Christina Lema
Title Managing Director, General Counsel of Vista Management Company
Division Legal & Compliance
Location San Francisco

Christina Lema joined Vista Equity Partners in February 2012. Ms. Lema is Vista’s General Counsel and serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Ms. Lema also sits on the boards of Greenway Health, Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF) and Mindbody.
Prior to joining Vista, Ms. Lema worked for a number of years at Kirkland & Ellis in its San Francisco office. While at Kirkland, Ms. Lema focused on leveraged acquisitions and divestitures, mergers and acquisitions, equity financings and minority investments. Ms. Lema is a member of the State Bar of California and was recognized on The Legal 500’s GC Powerlist: United States in 2019.
Education
B.A. in Economics and Spanish, University of Pennsylvania, cum laude
J.D., Columbia University, Harlan Fiske Stone Scholar
Jason Fatula
Director, Credit Operations
Credit
New York
Name Jason Fatula
Title Director, Credit Operations
Division Credit
Location New York
Jason Fatula joined Vista Credit Partners in 2022.
Prior to joining Vista, Mr. Fatula was a Managing Director of Treasury at Anchorage Capital Group, where he was responsible for liquidity and collateral management as well as forex hedging and deal funding. Before Anchorage, Mr. Fatula was a Team Lead of Bank Debt Operations at Citadel Solutions, where he was responsible for trade support, position maintenance, cash settlements, compliance and loan setup.
Education
Godfrey Gill
Managing Director
Capital & Partner Solutions
New York
Name Godfrey Gill
Title Managing Director
Division Capital & Partner Solutions
Location New York

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
Jessi Marshall
Managing Director
Marketing
Austin
Name Jessi Marshall
Title Managing Director
Division Marketing
Location Austin

Jessi Marshall joined Vista Equity Partners in 2015 and is responsible for leading marketing, communications, events and research strategies to help translate Vista’s economic and business value to the market. She also manages a number of cross-functional initiatives in partnership with the firm’s investment teams, investor relations organization, consulting practice and the management company.
Prior to joining Vista, Ms. Marshall served as Director of Strategic Programs and Director of Marketing at Mitratech, a former Vista portfolio company. Outside of her Vista tenure, Ms. Marshall worked in the technology industry and served in marketing communication and product marketing roles at Gemalto and Applied Materials.
Education
B.S. in Advertising, The University of Texas at Austin
Cheryl Cecchini Leahy
Managing Director
Capital & Partner Solutions
San Francisco
Name Cheryl Cecchini Leahy
Title Managing Director
Division Capital & Partner Solutions
Location San Francisco

Cheryl Cecchini Leahy joined Vista Equity Partners in 2019 and is a Managing Director. 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
Viet Nguyen
Managing Director
Capital & Partner Solutions
Austin
Name Viet Nguyen
Title Managing Director
Division Capital & Partner Solutions
Location Austin

Viet Nguyen joined Vista Equity Partners in 2020. Mr. Nguyen leads Vista’s investor engagement and development efforts in the Middle East and Latin America.
Prior to joining Vista, Mr. Nguyen served as Managing Director at Riverstone Holdings, where he focused on capital raising initiatives and led coverage of the firm’s sovereign wealth fund and international investor relationships. Before his time at Riverstone Holdings, Mr. Nguyen worked at Wendel North America, where he was a founding member of the investment team. Prior to Wendel North America, Mr. Nguyen worked at Advent International on the Private Equity Investment team and started his career in investment banking at Goldman Sachs.
Mr. Nguyen serves on the Board of STREETS International, a nonprofit organization founded to provide culinary and hospitality education for disadvantaged youth in Vietnam.
Education
B.S. in Finance and Accounting, Stern School of Business, New York University, magna cum laude
Christine Pastore
Managing Director
Capital & Partner Solutions
Name Christine Pastore
Title Managing Director
Division Capital & Partner Solutions
Location

Christine Pastore joined Vista Equity Partners in 2013. Ms. Pastore is responsible for large, strategic relationships across the Vista platform.
Prior to joining Vista, Ms. Pastore spent over seven years as the Co-Head of Alternative Investments and Head of Private Equity for the New Jersey Division of Investment (NJDOI), a pension plan with over $90 billion in assets. While at NJDOI, she was responsible for directing the alternative investments program, valued at over $16 billion. In her last two years as the Co-Head of Alternatives, Ms. Pastore created one of the largest opportunistic strategic separate accounts within the public pension plan community. During her first five years, Ms. Pastore built New Jersey’s newly created private equity program, where she was responsible for devising the annual investment plan, sourcing, due-diligence, contract negotiations and monitoring of the portfolio. Ms. Pastore served on more than 25 advisory boards while at NJDOI. Prior to that, Ms. Pastore served for over 15 years as a legislative staff member, and in her last role, held the post of Deputy Budget Director for the New Jersey General Assembly.
Education
B.S. Business Administration, Finance, Rider University
M.B.A., Concentration Finance, Rider University
Kim Eaton
Managing Director
Private Equity, Foundation
Austin
Name Kim Eaton
Title Managing Director
Division Private Equity, Foundation
Location Austin

Kim Eaton joined Vista Equity Partners in 2019 and is a member of the private equity Foundation team. Ms. Eaton currently sits on the boards of Acquia, Applause, BetterCloud, ESO Solutions, Power Factors, Quickbase, SmartBear, Tribute Technology and Vena Solutions.
Prior to joining Vista, Ms. Eaton served as Chief Executive Officer at Aptean, which provides industry-specific software applications that help businesses manage their resources, supply chain, employees and customer relationships. Before her time with Aptean, Ms. Eaton worked at NCR Corporation, where she most recently served as the Senior Vice President and General Manager of the company’s Hospitality and Travel business. Prior to NCR, Ms. Eaton served as the Executive Vice President of Marketing at Radiant Systems and President at BlueCube Software.
Education
B.S. in Distributed Studies, Iowa State University
Jeff Russell
Managing Director
Capital & Partner Solutions
New York
Name Jeff Russell
Title Managing Director
Division Capital & Partner Solutions
Location New York

Jeff Russell joined Vista Equity Partners in 2018 and is responsible for leading Vista’s Capital & Partner Solutions engagement and client development efforts throughout Canada and the Northeast United States.
Prior to joining Vista, Mr. Russell was a Principal at Park Hill Group, where he was responsible for the distribution of private markets products in New York and the project management of European capital-raising mandates in London. Before his time with Park Hill, Mr. Russell was an Equity Research Associate at Credit Suisse First Boston, where he covered pan-European financial institutions, asset managers and Spanish banks.
Mr. Russell also sits on the Ivey Advisory Board, which helps further the mission and aims of Ivey Business School.
Education
H.B.A. in Business Administration, University of Western Ontario
Josh Gray
Managing Director
Private Equity, Endeavor
Chicago
Name Josh Gray
Title Managing Director
Division Private Equity, Endeavor
Location Chicago
Josh Gray joined Vista Equity Partners in 2019 and is currently a member of the private equity Endeavor team. Mr. Gray currently sits on the boards of BigTime Software, BlueConic, Dispatch, Fusion Risk Management and Jebbit.
Prior to joining Vista, Mr. Gray served as President and Chief Operating Officer at Eved, a global AP and payments platform, where he ran all lines of business. He previously worked at Insight Partners as an Operating Partner, during which time he served as interim CEO of Unitrends. Previously, Mr. Gray was a member of the executive team at BigMachines, a Vista portfolio company, where he served as General Manager of BigMachines Express through the company’s acquisition by Oracle. Before his time at BigMachines, Mr. Gray held roles at the Chicago Public Schools and the Boston Consulting Group, and he served as Assistant Chief Operating Officer on the 2008 Obama for America Presidential Campaign. Mr. Gray began his career as a private equity and venture capital investor at Svoboda Capital Partners and Lehman Brothers.
Education
B.A. in Political Science, University of Michigan
M.P.A., Harvard Kennedy School
M.B.A., Harvard Business School
Robert F. Smith
Founder, Chairman and CEO
Executive Committee
Austin
Name Robert F. Smith
Title Founder, Chairman and CEO
Division Executive Committee
Location Austin

Robert F. Smith is Vista’s Founder, Chairman and CEO. He directs Vista’s investment strategy and decisions, governance and investor relations. Mr. Smith sits on the Investment Committees for Vista’s Flagship, Foundation, Endeavor and Perennial Funds and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Vista currently manages equity assets under management of over $95 billion and oversees a portfolio of more than 80 enterprise software, data and technology-enabled companies that employ over 90,000 people worldwide. Since Vista’s inception, Mr. Smith has supervised over 585 completed transactions representing more than $280 billion in aggregate transaction value.
Read More About Robert F. Smith
Education
B.S. in Chemical Engineering, Cornell University
MBA, Concentration in Finance and Marketing, Columbia Business School
Jake Hodgman
Managing Director
Private Equity, Foundation
Austin
Name Jake Hodgman
Title Managing Director
Division Private Equity, Foundation
Location Austin

Jake Hodgman joined Vista Equity Partners in 2015 and is currently a member of the private equity Foundation team. Mr. Hodgman currently sits on the board of Assent and StarRez and works with the firm’s investment in Vena Solutions. He was also actively involved with the firm’s investment Zego (Powered by PayLease).
Prior to joining Vista, Mr. Hodgman was a Principal and founding member of HGGC (formerly Huntsman Gay Global Capital) where he was actively involved in fundraising, sourcing, execution and management of portfolio investments with a particular focus on software and technology-enabled businesses. Prior to HGGC’s formation, Mr. Hodgman was a Senior Associate with Sorenson Capital and began his career in the Investment Banking Division of Citigroup.
Education
B.S. in Business Management emphasis in Finance, Brigham Young University
Melissa Griffiths
Director, Head of Operations
Credit
New York
Name Melissa Griffiths
Title Director, Head of Operations
Division Credit
Location New York

Melissa Griffiths joined Vista Credit Partners in 2021.
Prior to joining Vista, Ms. Griffiths was Managing Director of Closing and Loan Operations at Anchorage Capital Group, focusing on transaction management covering special situations, corporate restructurings and trade claims. Before Anchorage, Ms. Griffiths worked at Citi in the Distressed Debt Closing group.
Education
B.A. in International Relations, University of Delaware
Betty Hung
Managing Director
Private Equity, Flagship
Austin
Name Betty Hung
Title Managing Director
Division Private Equity, Flagship
Location Austin

Betty Hung joined Vista Equity Partners in 2007. Ms. Hung sits on the Vista Flagship Funds’ Investment Committee and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Ms. Hung currently sits on the boards of Advanced, CentralSquare, Cvent (NASDAQ: CVT), EAB, EagleView, Finastra, Pipedrive, PowerSchool (NYSE: PWSC), TIBCO and Xactly, and is actively involved in the firm’s investment in Pluralsight. Prior to her role as a Managing Director, Ms. Hung was an Operating Senior Vice President, served as the Chief Financial Officer of SumTotal and was the Chief Operating Officer of Vista Consulting Group.
Prior to joining Vista, Ms. Hung served as the Vice President of Portfolio Company Operations at Garnett & Helfrich Capital. Before her time with Garnett & Helfrich, Ms. Hung served as Chief Financial Officer at OSIsoft. Prior to OSIsoft, Ms. Hung worked at Goldman, Sachs & Co. and Alex. Brown & Sons.
Education
B.A. in Economics and Chinese Studies, Wellesley College, cum laude
M.P.P.M., Concentration in Finance, Yale School of Management
David A. Breach
President & Chief Operating Officer
Executive Committee
Austin
Name David A. Breach
Title President & Chief Operating Officer
Division Executive Committee
Location Austin

David A. Breach is Vista’s President and Chief Operating Officer. He currently sits on Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm’s Private Equity Management and Vista’s Private Equity Funds’ Investment Committees. Mr. Breach also sits on the boards of Vista portfolio companies Cvent (NASDAQ: CVT), EagleView, Jamf (NASDAQ: JAMF), Solera and Stats Perform.
Read more about David A. Breach
Education
B.B.A. in Marketing, Eastern Michigan University
J.D., University of Michigan, magna cum laude, Order of the Coif
Ashley MacNeill
Managing Director, Head of Equity Capital Markets
Private Equity, Flagship
New York
Name Ashley MacNeill
Title Managing Director, Head of Equity Capital Markets
Division Private Equity, Flagship
Location New York

Ashley MacNeill joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. MacNeill spent 12 years at Morgan Stanley, where she most recently served as Co-Head of Technology Equity Capital Markets for the Americas and Managing Director. Before Morgan Stanley, she was an Associate Director at UBS Investment Bank in Canada. During her almost 20 years in Capital Markets and Investment Banking, Ms. MacNeill has led various teams and IPOs for some of the largest public technology companies, including Uber, SnapChat, Shopify, Warner Music and Datadog. She also worked on Vista IPOs for Datto and IAS as well as the original IPOs for Vista companies Mindbody and Pluralsight.
Education
HBA, BSEng in Mechanical Engineering and Business, Western University
Chad Martin
Managing Director
Private Equity, Flagship
Name Chad Martin
Title Managing Director
Division Private Equity, Flagship
Location

Chad Martin joined Vista Equity Partners in 2022 and is a member of the private equity Flagship team.
Prior to joining Vista, Mr. Martin was CFO for MeridianLink, Inc., where he led the company’s value creation process that culminated in the firm’s successful IPO. Before his time at MeridianLink, Mr. Martin was CFO for two former Vista companies, DealerSocket (now part of Solera) and P2 Energy Solutions. Prior to DealerSocket and P2 Energy Solutions, Mr. Martin was CFO for Pacific Pulmonary Services. He also spent a decade in the Investment Banking Division of Goldman Sachs.
Education
B.B.A. in Finance, Texas Christian University
M.B.A., Stanford University
Angela Pecoraro
Managing Director
Private Equity, Foundation
Chicago
Name Angela Pecoraro
Title Managing Director
Division Private Equity, Foundation
Location Chicago

Angela Pecoraro joined Vista Equity Partners in 2021 and is currently a member of the private equity Foundation team.
Ms. Pecoraro has spent most of her 20-year career at Vista companies, most recently as CEO of Advicent (now part of InvestCloud), a former Vista company, where she also served as President, COO and Senior Vice President. Before Advicent, Ms. Pecoraro held numerous key roles at former Vista company Zywave for over a decade. Ms. Pecoraro has held several senior and executive leadership roles throughout her career, including go-to-market, product strategy, technology, customer support and services.
Education
B.B.A. in Entrepreneurship, University of Wisconsin–Whitewater
M.B.A., Alverno College
Alexander Hughes
Director
Credit
New York
Name Alexander Hughes
Title Director
Division Credit
Location New York

Alexander Hughes joined Vista Credit Partners in 2018. Mr. Hughes is responsible for the origination and evaluation of both private and public investments across Vista’s credit platform.
Prior to joining Vista, Mr. Hughes worked at Ares Management in the Credit division for over five years, most recently as a Vice President. While at Ares, Mr. Hughes underwrote and maintained credit facilities for corporate and sponsor-backed companies across a wide array of industries. In addition to his credit responsibilities, Mr. Hughes also assisted in strategic endeavors of the firm, including portfolio acquisitions and fundraising activities. Before his time with Ares Management, Mr. Hughes was an Analyst at Bank of America Merrill Lynch in the Leveraged Finance division.
Mr. Hughes is responsible for coverage of VCP’s investments in C2FO, Deepwatch, Housecall Pro, MessageBird and TripActions, among others.
Education
B.A. in Economics, Vanderbilt University
Drew Tate
Managing Director
Capital & Partner Solutions
Austin
Name Drew Tate
Title Managing Director
Division Capital & Partner Solutions
Location Austin

Drew Tate joined Vista Equity Partners in 2009. Mr. Tate is responsible for working with Vista’s investor base on co-investment and direct investment opportunities across investment platforms. Mr. Tate was previously a member of Vista’s Flagship Fund and Foundation Fund teams. He was actively involved with the firm’s investments in Advicent, Aptean, Bonterra, Finastra, NAVEX Global, P2 Energy Solutions, Poppulo, Solera, Stats Perform, Sunquest Information Systems, The ACTIVE Network, Vivid Seats (NASDAQ: SEAT) and Zywave.
Prior to joining Vista, Mr. Tate worked in the Business Services & Technology group at Baird in Chicago. While at Baird, Mr. Tate advised clients in verticals including software, communications, IT services and human capital services, among others. These projects included mergers, acquisitions, divestitures, public and private equity financings, and other advisory activities.
Education
B.S. in Business Administration, Concentration in Finance, University of Colorado Boulder, with high distinction
Eric Roza
Managing Director
Private Equity, Flagship
Name Eric Roza
Title Managing Director
Division Private Equity, Flagship
Location
Eric Roza joined Vista in 2022 and is currently a member of the private equity Flagship team.
Prior to joining Vista, Mr. Roza was the Chairman of CrossFit, where he also served as CEO. Before his time at CrossFit, Mr. Roza spent 12 years leading Datalogix as CEO where it became one of the largest data and analytics companies in the global digital media industry. Following Datalogix’s sale to Oracle, he served as Senior Vice President and General Manager of the Oracle Data Cloud. Mr. Roza previously worked at a number of tech start-ups and started his career as a consultant with Bain & Company.
Education
B.A. in Economics, University of Michigan
M.B.A., Stanford University Graduate School of Business
Christian Sowul
Managing Director
Private Equity
San Francisco
Name Christian Sowul
Title Managing Director
Division Private Equity
Location San Francisco

Christian Sowul joined Vista Equity Partners in 2001. Mr. Sowul currently works with the firm’s investment in Power Factors. He was actively involved in Vista’s investments in 7Park Data, Advicent, Applause, Applied Systems, BigMachines, Brainware, MRI Software, Omnitracs, SER, SirsiDynix, Solera, Sovos Compliance, Stats Perform, Vertafore, Xactly and Zywave.
Prior to joining Vista, Mr. Sowul worked in the technology investment banking groups at Goldman, Sachs & Co. and Deutsche Morgan Grenfell.
Education
B.S. in Economics, The Wharton School, University of Pennsylvania, cum laude
B.S. in Engineering, School of Engineering, University of Pennsylvania, cum laude
Ashish Shah
Managing Director
Public Equity
San Francisco
Name Ashish Shah
Title Managing Director
Division Public Equity
Location San Francisco

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
David Spitz
Managing Director
Private Equity, Foundation
Name David Spitz
Title Managing Director
Division Private Equity, Foundation
Location
David Spitz joined Vista Equity Partners in 2023 and is a member of the private equity Foundation team.
Prior to joining Vista, David was CEO of ChannelAdvisor (formerly NYSE: ECOM), a leading e-commerce network connecting suppliers and channels, which he took public and grew to $175 million in revenue, culminating in a successful sale to CommerceHub. Before ChannelAdvisor, Mr. Spitz was an Entrepreneur In Residence at Aurora Funds, a venture capital firm investing in early-stage healthcare and information technology companies. Prior to Aurora Funds, Mr. Spitz founded, led and sold two software companies, WindWire and Netsation.
Education
Michael Jeanblanc
Senior Vice President
Public Equity
San Francisco
Name Michael Jeanblanc
Title Senior Vice President
Division Public Equity
Location San Francisco
Michael Jeanblanc joined Vista Public Strategies in 2017 and is responsible for sourcing and evaluating public and late-stage private investments. Mr. Jeanblanc was actively involved with the firm’s investments in Marqeta and Ramp.
Prior to joining Vista, Mr. Jeanblanc was a Senior Analyst at Citadel investing in technology, media and telecommunications companies with a specific focus on internet, media and financial technology sectors. Previously, Mr. Jeanblanc invested in and advised technology, media and telecommunications companies at JMI Equity and Signal Hill Capital.
Education
B.S. in Commerce, University of Virginia
M.B.A., Wharton School of the University of Pennsylvania
Jeremy Mekdhanasarn
Senior Vice President
Public Equity
San Francisco
Name Jeremy Mekdhanasarn
Title Senior Vice President
Division Public Equity
Location San Francisco

Jeremy Mekdhanasarn joined Vista Public Strategies in 2016 and is responsible for sourcing and evaluating public and late-stage private investments. Mr. Mekdhanasarn was actively involved with the firm’s investments in Outreach, SentinelOne and UiPath.
Prior to joining Vista, Mr. Mekdhanasarn was a Senior Analyst at Criterion Capital Management, where he worked across a variety of sectors and aided in strategic endeavors, including the launch of a software-dedicated fund. Before his time with Criterion, Mr. Mekdhanasarn was an Analyst at Qatalyst Partners, where he advised technology clients on mergers and acquisitions.
Education
B.S. in Business Administration, Haas School of Business, University of California, Berkeley
Daniel Arce-Yee
Director
Public Equity
San Francisco
Name Daniel Arce-Yee
Title Director
Division Public Equity
Location San Francisco

Daniel Arce-Yee joined Vista Public Strategies in 2021.
Prior to joining Vista, Mr. Arce-Yee was a Vice President at Goldman Sachs. Before Goldman Sachs, Mr. Arce-Yee was an Analyst at UBS.
Education
B.A. in Legal Studies, Bucknell University
Nikki Angione
Associate
Public Equity
San Francisco
Name Nikki Angione
Title Associate
Division Public Equity
Location San Francisco

Nikki Angione joined Vista Public Strategies in 2021.
Prior to joining Vista, Nikki worked as an investment banking analyst at RBC Capital Markets, where she was responsible for providing M&A advisory and executing capital markets transactions for clients across the media and telecom sectors.
Education
B.S. in Finance, University of Florida
M.S. in Finance, University of Florida
Ed Larkin
Associate
Public Equity
San Francisco
Name Ed Larkin
Title Associate
Division Public Equity
Location San Francisco
Ed Larkin joined Vista Public Strategies in 2021.
Prior to joining Vista, Mr. Larkin was an Investment Banking Analyst at FT Partners. Before FT Partners, Mr. Larkin was a Summer Analyst at AQR Capital Management.
Education
B.S. in Finance, Washington University in St. Louis
Blake Ramsden
Associate
Public Equity
San Francisco
Name Blake Ramsden
Title Associate
Division Public Equity
Location San Francisco

Blake Ramsden joined Vista Public Strategies in 2022.
Prior to joining Vista, Blake worked as an Investment Banking Analyst at Union Square Advisors, where he was responsible for providing M&A advisory and executing capital markets transactions for clients across the software, IT infrastructure and digital media sectors.
Education
B.A. in Business Administration, Richard Ivey School of Business, University of Western Ontario
B.E. in Mechanical Engineering, University of Western Ontario
John Stalder
Managing Director
Private Equity, Flagship
San Francisco
Name John Stalder
Title Managing Director
Division Private Equity, Flagship
Location San Francisco

John Stalder joined Vista Equity Partners in 2011 and sits on the Vista Flagship Funds’ Investment Committee. Mr. Stalder currently sits on the boards of Apptio, Gainsight, Greenway Health, Infoblox, Pipedrive, Salesloft and TIBCO. He was also actively involved with the firm’s investments in Accruent, Aptean, Datto (formerly NYSE: MSP), Marketo, MRI Software and Sunquest Information Systems.
Prior to joining Vista, Mr. Stalder worked at Pagemill Partners, where he advised clients in a variety of verticals including software, IT services and internet, among others. These projects included buy-side and sell-side transactions, equity financings and other strategic advisory initiatives.
Education
B.S. in Business Administration, Concentration in Finance, University of Colorado, with high distinction
Dirk Wakeham
Managing Director
Private Equity, Foundation
Name Dirk Wakeham
Title Managing Director
Division Private Equity, Foundation
Location

Dirk Wakeham joined Vista Equity Partners in 2021 and is currently a member of the private equity Foundation team. He currently sits on the boards of Critical Start and StarRez.
Prior to joining Vista, Mr. Wakeham held several leadership roles within the Vista portfolio, most recently as CEO of Zego (Powered by PayLease). Before Zego, Mr. Wakeham was President and COO of Kibo. Prior to that, he served as President and COO of Lanyon (now merged with Cvent). Mr. Wakeham previously led software companies, including roles as Interim CEO of storEDGE and President of RealPage, after it acquired the company Mr. Wakeham founded, LeasingDesk.
Education
B.S. in Business Administration and Accounting, California State University, Fullerton
Steven White
Managing Director
Private Equity, Flagship
Austin
Name Steven White
Title Managing Director
Division Private Equity, Flagship
Location Austin

Steven White joined Vista Equity Partners in 2014 and sits on the Vista Flagship Funds’ Investment Committee. Mr. White currently sits on the boards of Allvue Systems, Cloud Software Group, Finastra and Infoblox. He was also actively involved with the firm’s investments in Aptean, EagleView, SecureLink and Vertafore. Mr. White was named one of GrowthCap’s Leaders of Growth Investing in 2022 and GrowthCap’s 40 Under 40 Growth Investors in 2021.
Prior to joining Vista, Mr. White worked in the Technology group at TPG Capital. While at TPG, Mr. White focused on growth and buyout investments of software and technology-enabled businesses. Prior to this, Mr. White worked at Moelis & Company where he advised clients on buy-side, sell-side and restructuring transactions in a variety of verticals including software, internet, gaming and media.
Education
B.A. in Business Economics, University of California, Los Angeles, cum laude
Jeff Wilson
Managing Director
Private Equity, Flagship
San Francisco
Name Jeff Wilson
Title Managing Director
Division Private Equity, Flagship
Location San Francisco

Jeff Wilson joined Vista Equity Partners in 2015 and is currently a member of the private equity Flagship team. Mr. Wilson currently sits on the boards and is actively involved in the firm’s investments in Alegeus, Allvue Systems, Applause, PlanSource, SmartBear and Xactly. He was actively involved in the firm’s investment in Vertafore.
Prior to joining Vista, Mr. Wilson was a Principal at TPG Capital and helped lead their software and financial technology investing. Mr. Wilson spent over 11 years at TPG Capital where he led over $4.7 billion in equity investments, including investments in software platforms Vertafore, GlobeOp, Eze Software Group, Advent Software, Box and GreenSky. Before TPG Capital, Mr. Wilson was an investment banker at Morgan Stanley in their Technology group and Financial Sponsors group.
Education
B.A. in Business Administration, University of Washington, cum laude
Ben Benson
Senior Vice President
Private Equity, Endeavor
Austin
Name Ben Benson
Title Senior Vice President
Division Private Equity, Endeavor
Location Austin

Ben Benson joined Vista Equity Partners in 2020 and is a member of the private equity Endeavor team. Mr. Benson currently sits on the boards of BlueConic, ComplySci, iN2L, OfficeSpace and Schoox. He was actively involved with the firm’s investment in Kazoo.
Prior to joining Vista, Mr. Benson worked as a Vice President in the software group at LLR Partners, where he was responsible for the company’s investments in a variety of verticals including workplace, hospitality and field service technologies. Prior to LLR, Mr. Benson was an investment banker in the M&A group at BMO Capital Markets.
Education
B.A. in Economics, Middlebury College, summa cum laude
Shannon Bracken
Senior Vice President
Private Equity, Flagship
San Francisco
Name Shannon Bracken
Title Senior Vice President
Division Private Equity, Flagship
Location San Francisco

Shannon Bracken joined Vista Equity Partners in 2015 and is currently a member of the private equity Flagship team. Ms. Bracken currently sits on the boards of Drift, EagleView, Mindbody, Pipedrive, Pluralsight, Quickbase and Salesloft. Ms. Bracken was also actively involved in the firm’s investments in Finastra, Khoros, Marketo, Tripleseat and Vivid Seats (NASDAQ: SEAT). Ms. Bracken was named one of Buyouts’ 10 Standout Women in Private Equity in 2021.
Prior to joining Vista, Ms. Bracken worked at Perella Weinberg Partners in the Restructuring and General Mergers and Acquisitions group. While at Perella Weinberg, Ms. Bracken worked in verticals including gaming, retail, financial services and energy, among others. These projects included debtor and creditor side restructurings, mergers, acquisitions and other strategic advisory initiatives. Before her time with Perella Weinberg, Ms. Bracken worked at CIBC World Markets in capital markets. Prior to CIBC World Markets, Ms. Bracken worked at RBC Capital Markets.
Education
B.A. in Government, Dartmouth College
Jack Dillon
Senior Vice President
Private Equity, Flagship
Chicago
Name Jack Dillon
Title Senior Vice President
Division Private Equity, Flagship
Location Chicago
Jack Dillon joined Vista Equity Partners in 2010 and is a member of the private equity Flagship team. Mr. Dillon currently sits on the boards of Acquia, Apptio, CentralSquare and NAVEX Global. He was also actively involved with the firm’s investments in Bullhorn, Datto (formerly NYSE: MSP), Omnitracs, Solera and Zywave.
Education
B.B.A. in Finance, University of Notre Dame
Stephen Foster
Senior Vice President
Private Equity, Foundation
Austin
Name Stephen Foster
Title Senior Vice President
Division Private Equity, Foundation
Location Austin

Stephen Foster joined Vista Equity Partners in 2014 and is a member of the private equity Foundation team. Mr. Foster currently sits on the boards of AGDATA, Critical Start, ESO Solutions, LogicMonitor and Naviga, and works with the firm’s investments in Aptean and Menlo Security. He was also actively involved in Vista’s investments in EAB, Mediaocean, Solera and Vertafore.
Prior to joining Vista, Mr. Foster worked at Parthenon Capital Partners where he focused on executing buyout transactions and working with portfolio companies. Prior to Parthenon, Mr. Foster worked at Greenhill & Co., where he advised clients across multiple industries on mergers and acquisitions.
Education
B.S. in Management Science and Engineering, Stanford University
Aaron Gupta
Senior Vice President
Private Equity, Foundation
Austin
Name Aaron Gupta
Title Senior Vice President
Division Private Equity, Foundation
Location Austin

Aaron Gupta joined Vista Equity Partners in 2014 and is currently a member of the private equity Foundation team. Mr. Gupta currently serves on the board of ARCOS, Four Winds Interactive and Tomia. He was also actively involved in the firm’s investments in Allocate, Bullhorn, Lone Wolf, Main Street Hub, PowerSchool, Regulatory DataCorp and Upserve.
Before joining Vista, Mr. Gupta worked at Irving Place Capital, a middle-market private equity firm with over $4 billion of AUM. Prior to Irving Place, Mr. Gupta worked at Greenhill & Co., where he advised clients on mergers and acquisitions across a variety of industries.
Education
B.A. in Finance and Economics, Stern School of Business, New York University, magna cum laude
M.B.A., The Wharton School, University of Pennsylvania
Olga Kaplan
Senior Vice President
Private Equity, Endeavor
San Francisco
Name Olga Kaplan
Title Senior Vice President
Division Private Equity, Endeavor
Location San Francisco

Olga Kaplan joined Vista in 2021 and is a member of the private equity Endeavor team. Ms. Kaplan currently sits on the board of Fusion Risk Management.
Prior to Vista, Ms. Kaplan spent 11 years at Goldman, Sachs & Co., where she was a Vice President on the GS Growth team, focused on leading equity investments into high-growth software and internet companies. Additionally, she served as lead investor for Launch with GS, Goldman’s initiative to invest in companies and investment managers with diverse leadership. Ms. Kaplan started her career at Goldman, Sachs & Co. in the firm’s investment banking division.
Education
B.A. in Economics and Mathematics, Washington University in St. Louis, summa cum laude
M.S. in Finance, Washington University in St. Louis
Derek Klomhaus
Senior Vice President
Private Equity, Foundation
Austin
Name Derek Klomhaus
Title Senior Vice President
Division Private Equity, Foundation
Location Austin

Derek Klomhaus joined Vista Equity Partners in 2015 and is a member of the private equity Foundation team. Mr. Klomhaus currently sits on the boards of Granicus, Power Factors and TigerConnect, and works with the firm’s investment in Tribute Technology. He was also actively involved with the firm’s investments in Greenway Health, Infoblox, Mindbody, PowerSchool (NYSE: PWSC), The ACTIVE Network, Wrike, Xactly and Zego (Powered by PayLease).
Prior to joining Vista, Mr. Klomhaus worked at Credit Suisse in the Healthcare Investment Banking group. While at Credit Suisse, Mr. Klomhaus advised clients in the biotechnology and pharmaceuticals sectors. These projects primarily included mergers, acquisitions, equity and debt offerings, and other strategic advisory initiatives.
Education
B.S. in Business Administration, Haas School of Business, University of California, Berkeley
Monica Davis
Senior Vice President
Capital & Partner Solutions
Name Monica Davis
Title Senior Vice President
Division Capital & Partner Solutions
Location
Monica Davis joined Vista Equity Partners in 2021. Ms. Davis is responsible for leading Vista’s Capital & Partner Solutions engagement and client development efforts throughout the Mid-Atlantic and Southeast regions of the United States.
Prior to joining Vista, Ms. Davis worked as a Managing Director of Investor Relations at L Catterton, where she focused on capital raising and investor relations for Americas-based funds. Before her time with L Catterton, Ms. Davis spent over seven years at KKR, most recently as a Director in the Client and Partner Group, where she was a product specialist focused on global capital raising and business development activities across multiple product offerings, including large, multi-strategy strategic partnerships. Prior to KKR, Ms. Davis spent over four years with Merrill Lynch’s Private Equity Funds Group and its subsequent spin-out company, Mercury Capital Advisors.
Education
B.B.A. in Finance, Howard University, summa cum laude
M.B.A., Columbia Business School
M.B.A., London Business School
Brian Loring
Senior Vice President
Private Equity, Foundation
Austin
Name Brian Loring
Title Senior Vice President
Division Private Equity, Foundation
Location Austin

Brian Loring joined Vista Equity Partners in 2011. Mr. Loring currently sits on the boards of AlertMedia, BetterCloud, Khoros, Kibo and Sonatype and is an active board observer for Trintech. He was also actively involved in Vista’s investments in Lone Wolf, Mitratech, PeopleAdmin, SumTotal and Zego.
Prior to joining Vista, Mr. Loring worked at Riverside Resources, a commercial real estate firm, focusing on the acquisition/disposition and development of multi-family, retail and office properties.
Mr. Loring is a member of the State Bar of Texas.
Education
B.A. in Political Science, Emory University
J.D., Emory University School of Law, with honors
M.B.A., McCombs School of Business, The University of Texas at Austin
Sam Payton
Senior Vice President
Private Equity, Flagship
Austin
Name Sam Payton
Title Senior Vice President
Division Private Equity, Flagship
Location Austin

Sam Payton joined Vista Equity Partners in 2015 and is a member of the private equity Flagship team. Mr. Payton currently serves on the boards of Cvent (NASDAQ: CVT), EAB and PlanSource, and works closely with the firm’s investments in Alegeus, Jio and Xactly. He was also actively involved in the firm’s investment in Aspira.
Before joining Vista, Mr. Payton worked at Odyssey Investment Partners, where he focused on middle-market buyout investments across a range of sectors. Prior to Odyssey, Mr. Payton worked at Bank of America Merrill Lynch as an associate in the Financial Sponsors Group.
Education
B.A. in Economics, Duke University
M.B.A., The Fuqua School of Business, Duke University
Nick Prickel
Senior Vice President
Private Equity, Flagship
San Francisco
Name Nick Prickel
Title Senior Vice President
Division Private Equity, Flagship
Location San Francisco

Nick Prickel joined Vista Equity Partners in 2012 and is currently a member of the private equity Flagship team. Mr. Prickel helps lead Vista’s partnerships with Applause, Gainsight, iCIMS, Jamf (NASDAQ: JAMF), KnowBe4 (NASDAQ: KNBE), LucidChart, SmartBear and Solera, and he currently sits on the boards of Applause, Gainsight, iCIMS and SmartBear. He has also previously spent time with Vista’s investments in Aderant, Advanced, Aptean, BigMachines, Bonterra and Granicus. From 2015 to 2016, Mr. Prickel worked directly for the management team at Aptean as Director of Strategic Operations, where he led their sourcing and integration of seven add-on acquisitions. Mr. Prickel was named one of GrowthCap’s Leaders of Growth Investing in 2022 and GrowthCap’s 40 Under 40 Growth Investors in 2021.
Since 2022, Nick has held the role of Staffer, where he has managed the staffing and personnel development of the 60+ analysts, associates and senior associates on the private equity team.
Prior to joining Vista, Mr. Prickel worked at Rothschild in New York as an Investment Banking Analyst.
Education
B.S. in Biomedical Engineering and Economics, Washington University in St. Louis, summa cum laude
Abhay Puskoor
Senior Vice President
Private Equity, Endeavor
San Francisco
Name Abhay Puskoor
Title Senior Vice President
Division Private Equity, Endeavor
Location San Francisco

Abhay Puskoor joined Vista Equity Partners in 2021 and is currently a member of the private equity Endeavor team. Mr. Puskoor currently sits on the board of Zapproved.
Prior to joining Vista, Mr. Puskoor served as a Principal at FTV Capital, where he focused on growth and buyout investments of software and technology-enabled businesses. Before his time at FTV, Mr. Puskoor worked at Credit Suisse, where he advised clients on mergers and acquisitions, recapitalizations and capital-raising transactions in the asset management, insurance and financial technology sectors.
Education
B.A. in Economics & International Relations, Bard College
Nicolas Stahl
Senior Vice President
Private Equity, Flagship
Austin
Name Nicolas Stahl
Title Senior Vice President
Division Private Equity, Flagship
Location Austin

Nicolas Stahl joined Vista Equity Partners in 2012 and is a member of the private equity Flagship team. Mr. Stahl currently sits on the boards of Advanced and Cvent (NASDAQ: CVT) and works with the firm’s investment in PowerSchool (NYSE: PWSC). He was also actively involved with the firm’s investments in Active Network, MINDBODY, Numerator and SumTotal.
Prior to joining Vista, Mr. Stahl worked at Financial Technology Partners in San Francisco. While at Financial Technology Partners, Mr. Stahl advised clients on buy-side, sell-side and recapitalization transactions in a variety of verticals, including software, insurance, healthcare, capital markets and payments.
Education
B.S. in Finance, Daniels College of Business, University of Denver
M.S. in Finance, Daniels College of Business, University of Denver
Chartered Financial Analyst (CFA) Charterholder
Jessica Cash
Operating Senior Vice President
Private Equity, Endeavor
Name Jessica Cash
Title Operating Senior Vice President
Division Private Equity, Endeavor
Location

Jessica Cash joined Vista Equity Partners in 2017 and serves as Operating Senior Vice President on the private equity Endeavor team. Ms. Cash partners with management teams of emerging, high-growth businesses – working to accelerate market leadership, deliver unparalleled value to customers and unlock the potential of company employees. Before joining the Endeavor team, Jessica led Vista Consulting Group’s GTM practice. Ms. Cash currently sits on the boards of iN2L, Kazoo, OfficeSpace, RadarFirst, WorkTango and Zapproved.
Prior to Vista, Ms. Cash spent 14 years at CEB, now Gartner, as Head of Sales & Marketing Solutions New Product Development where she designed, launched and sold professional services products related to go-to-market. Ms. Cash also served as an advisor to CEB Ventures, a program designed to explore and invest in the bleeding edge of technology.
Ms. Cash also serves on the board of Generation Hope, focused on surrounding motivated teen parents and their children with mentors, emotional support and financial resources needed to thrive in college and kindergarten, thereby driving a two-generation solution to poverty. In 2019, she launched Vista’s Women in Sales program and is the executive sponsor for Vista Pride, Vista’s LGBTQIA+ Employee Resource Group.
Education
B.B.A., University of Michigan, Ross School of Business
Roxane Divol
Operating Senior Vice President
Private Equity, Flagship
San Francisco
Name Roxane Divol
Title Operating Senior Vice President
Division Private Equity, Flagship
Location San Francisco
Roxane Divol joined Vista Equity Partners in 2021 and is a member of the private equity Flagship team. Ms. Divol currently sits on the boards of Drift, Securonix and TripleLift.
Prior to joining Vista, Ms. Divol served as Group COO at Webhelp, helping drive growth and operational best practices across 40 countries and over 140 sites across the customer experience lifecycle. Before her time with Webhelp, Ms. Divol worked at Symantec as Executive Vice President and General Manager of Website Security. While at Symantec, Ms. Divol started and incubated a startup, CyberCube Analytics, focused on cyber risk analytics for insurers. Prior to Symantec, Ms. Divol was a Partner at McKinsey & Company, focusing on technology companies.
In 2017, Ms. Divol was named one of the Top 50 Most Powerful Women in Technology by the National Diversity Council and Elite Women in Insurance by Insurance Business America.
Education
M.S. in Math, Organic Chemistry and Economics, École Polytechnique
M.B.A., INSEAD, with honors
Christopher Johnson
Operating Senior Vice President
Permanent Capital
Austin
Name Christopher Johnson
Title Operating Senior Vice President
Division Permanent Capital
Location Austin

Christopher Johnson joined Vista Equity Partners in 2015 and is a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Previously, Mr. Johnson was a Managing Director for OneVista and was responsible for operationalizing and scaling strategy. Before OneVista, Mr. Johnson led the firm’s Value Creation practice and was Head of Operations for Vista Consulting Group.
Prior to joining Vista, Mr. Johnson was a Principal at BCG, where he led large, strategic transformation initiatives. Before his time at BCG, 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
Lily Perez
Operating Senior Vice President
Private Equity, Flagship
Name Lily Perez
Title Operating Senior Vice President
Division Private Equity, Flagship
Location
Lily Perez joined Vista Equity Partners in 2017 and is currently a member of the private equity Flagship team. Prior to her current role, Ms. Perez was Managing Director in the Go-To-Market practice for Vista Consulting Group.
Prior to joining Vista, Ms. Perez served in a variety of leadership roles at CEB (now Gartner). Most recently, she served as Director of Corporate Strategy & Development where her team built a complimentary software/data analytics business via M&A and executed CEB’s exit to Gartner. Before CEB, Ms. Perez spent five years at McKinsey & Company, where she was part of the small team that launched and scaled the Social Sector Office. She also served as an independent consultant to the Board of the Bill and Melinda Gates Foundation to design and launch the Giving Pledge.
Ms. Perez is also the Co-Founder and Board Co-Chair of Generation Enterprise, a social mobility business accelerator operating in Nigeria.
Education
B.A. in Political Economy and Philosophy, Tulane University
M.A., International Commerce and Policy, George Mason University
Andrew Alea
Vice President
Private Equity, Flagship
Chicago
Name Andrew Alea
Title Vice President
Division Private Equity, Flagship
Location Chicago

Andrew Alea joined Vista Equity Partners in 2013 and is currently a member of the private equity Flagship team. Mr. Alea currently works with the firm’s investments in Apptio, Bonterra, CentralSquare, Fusion Risk Management, Jio, TIBCO, Tribute Technology, Vertafore and Olive.AI. He was also actively involved in the firm’s investments in TransFirst and Zego.
Prior to joining Vista, Mr. Alea worked as an intern at Grosvenor Capital Management. Before his time with Grosvenor, Mr. Alea worked as an intern at the U.S. House of Representatives.
Education
B.B.A. in Finance and Political Science, University of Notre Dame
Luke Allen
Vice President
Private Equity, Endeavor
Austin
Name Luke Allen
Title Vice President
Division Private Equity, Endeavor
Location Austin

Luke Allen joined Vista Equity Partners in 2017 and is a member of the private equity Endeavor team. Mr. Allen currently works with the firm’s investments in OfficeSpace and WorkTango. He was also actively involved with the firm’s investments in 7Park Data, Aspira, CentralSquare, Infoblox, Pluralsight and Tripleseat.
Prior to joining Vista, Mr. Allen worked at Goldman, Sachs & Co., where he primarily advised on mergers and acquisitions, capital raising and idea generation for financial and strategic investors.
Education
B.S. in Mathematics, Villanova University, magna cum laude
Eric Anderson
Vice President
Private Equity, Endeavor
New York
Name Eric Anderson
Title Vice President
Division Private Equity, Endeavor
Location New York
Eric Anderson rejoined Vista Equity Partners in 2022 and is a member of the private equity Endeavor team. In his previous tenure at Vista, Mr. Anderson was actively involved with the firm’s investments in Bullhorn, Khoros, Kibo, LogicMonitor, Ping Identity (formerly NYSE: PING) and Tomia.
Prior to joining Vista, Mr. Anderson was a Vice President on the Growth Equity team at Blackstone, focused on investments in high-growth software companies. Prior to Blackstone, he worked at KKR as part of the of the KKR Growth team, investing in software and internet businesses. Before his time at KKR, Mr. Anderson was a Private Equity Associate at Vista, where he worked across the firm’s Flagship, Foundation and Endeavor teams.
Education
B.S. in Management Science & Engineering, Stanford University
M.A., Public Policy, Stanford University
Allyson Estey
Vice President
Private Equity, Flagship
San Francisco
Name Allyson Estey
Title Vice President
Division Private Equity, Flagship
Location San Francisco

Allyson Estey joined Vista Equity Partners in 2017 and is a member of the private equity Flagship team. Ms. Estey currently works with the firm’s investments in Infoblox, Pipedrive, Quickbase and Xactly. She was also actively involved with the firm’s investments in COMPLY, DealerSocket and Kibo.
Prior to joining Vista, Ms. Estey worked at Goldman Sachs in the Technology, Media and Telecommunications group, where she worked on mergers, acquisitions advisory, raising debt for acquisitions, dividend recapitalizations and other activities across the software, cable and telecommunications verticals.
Education
B.A. in Business Administration, Richard Ivey School of Business, University of Western Ontario, with honors
Alan Glass
Vice President
Private Equity, Flagship
Austin
Name Alan Glass
Title Vice President
Division Private Equity, Flagship
Location Austin

Alan Glass joined Vista Equity Partners in 2018 and is a member of the private equity Flagship team. Mr. Glass currently works with the firm’s investments in Acquia, Alegeus, Cloud Software Group and KnowBe4 (NASDAQ: KNBE). He was also actively involved with the firm’s investments in AlertMedia, COMPLY, SecureLink and Wrike.
Prior to joining Vista, Mr. Glass worked as an Associate at J.P. Morgan in the Mergers and Acquisitions Group. Before his time with J.P. Morgan, Mr. Glass worked as an Analyst covering hedge fund strategies at Sail Advisors Ltd.
Education
B.S. in Economics, Trinity College, with honors
M.B.A., Concentration Finance, Accounting, and Strategic Management, University of Chicago
Charles Guan
Vice President
Private Equity, Flagship
San Francisco
Name Charles Guan
Title Vice President
Division Private Equity, Flagship
Location San Francisco

Charles Guan joined Vista Equity Partners in 2009. Mr. Guan is a Vice President in the Flagship Fund, where he helps lead private equity investments. Mr. Guan currently serves on the boards of Jamf (NASDAQ: JAMF), Stats Perform and TripleLift. He was also actively involved with the firm’s investments in Aderant, Lanyon, Mediaocean, MRI Software, P2 Energy Solutions, SumTotal Systems and TransFirst.
Education
B.S. in Biomechanical Engineering, Stanford University
Fei Lucas
Vice President
Private Equity, Foundation
San Francisco
Name Fei Lucas
Title Vice President
Division Private Equity, Foundation
Location San Francisco
Fei Lucas joined Vista Equity Partners in 2021 and is currently a member of the private equity Foundation team.
Prior to joining Vista, Ms. Lucas was a Vice President at The Riverside Company. While at Riverside, Ms. Lucas focused on middle-market buyouts of healthcare software companies. Before her time at Riverside, she worked at OMERS Private Equity where she focused on large-cap buyouts across a variety of industries. Prior to OMERS, Ms. Lucas worked at Citi, where she advised clients on mergers and acquisitions, equity and debt offerings and other strategic advisory initiatives.
Education
B.S. Economics, The Wharton School, University of Pennsylvania
M.B.A., Northwestern University, Kellogg School of Management
Ryan McMorrow
Vice President
Private Equity, Endeavor
San Francisco
Name Ryan McMorrow
Title Vice President
Division Private Equity, Endeavor
Location San Francisco
Ryan McMorrow joined Vista Equity Partners in 2021 and is currently a member of the private equity Endeavor team. Mr. McMorrow currently works with the firm’s investments in BigTime and Jebbit.
Prior to joining Vista, Mr. McMorrow was a Vice President at TVC Capital, where he focused on growth investments in software and technology-enabled businesses. Before his time at TVC Capital, he served as Chief of Staff to the Chief Executive Officer of Micro Focus (NYSE: MFGP), one of the world’s largest pure-play software companies. Prior to Micro Focus, Mr. McMorrow worked as an Investment Banking Associate at Goldman Sachs & Co. Mr. McMorrow began his career as a Naval Officer in the United States Navy.
Education
B.S. in Aeronautical Engineering, United States Naval Academy
M.B.A. in Finance and Entrepreneurial Management, The Wharton School, University of Pennsylvania
Brooke Nakatsukasa
Vice President
Private Equity, Flagship
San Francisco
Name Brooke Nakatsukasa
Title Vice President
Division Private Equity, Flagship
Location San Francisco

Brooke Nakatsukasa joined Vista Equity Partners in 2016 and is a member of the private equity Flagship team. Ms. Nakatsukasa currently sits on the boards of Integral Ad Science (NASDAQ: IAS), iCIMS and Securonix. She works with the firm’s investment in Gainsight. Ms. Nakatsukasa was also actively involved with the firm’s investments in Datto (formerly NYSE: MSP), Lucid, Numerator, Ping Identity (formerly NYSE: PING), Quickbase and Zapproved. Ms. Nakatsukasa was named one of WSJ Pro PE’s Women to Watch in 2022 and to Forbes’s 30 Under 30 Finance List in 2022.
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
Brian Gibson
Managing Director, Channel Partnerships and Alliances
OneVista
Name Brian Gibson
Title Managing Director, Channel Partnerships and Alliances
Division OneVista
Location

Brian Gibson joined Vista Consulting Group in 2020. Mr. Gibson leads the OneVista partner strategy and engagement across all Vista portfolio companies with key advisors, consultancies, system integrators and platform organizations globally.
Prior to joining Vista, Mr. Gibson served as Senior Vice President of Ecosystems and Alliances at Misys (now Finastra), a Vista company, where he was responsible for the development and management of Finastra’s ecosystem globally. Mr. Gibson has worked in the software and consulting industry for more than 25 years in a variety of sales and partner leadership roles at Accenture, Siebel Systems and Oracle. Mr. Gibson has served on the Girls Day School Trust Academy Board and held various governor and chair positions.
Education
BSc Honours in Computing and Operational Research, Leeds Beckett University
Franklin Reis
Vice President
Private Equity, Flagship
San Francisco
Name Franklin Reis
Title Vice President
Division Private Equity, Flagship
Location San Francisco

Franklin Reis joined Vista Equity Partners in 2017 and is currently a member of the private equity Flagship team. Mr. Reis currently works with the firm’s investments in Finastra, Mindbody and Pluralsight. He was also involved with the firm’s investments in AGDATA and Forcepoint.
Prior to joining Vista, Mr. Reis worked at Guggenheim Partners in the Corporate Credit Group, where he originated, structured and executed middle market private equity and leveraged finance transactions in the software and technology markets.
Education
B.A. in Economics, Bowdoin College
Kiran Rao
Chief Operating Officer, Value Creation
Consulting Group
San Francisco
Name Kiran Rao
Title Chief Operating Officer, Value Creation
Division Consulting Group
Location San Francisco
Kiran Rao joined Vista Consulting Group in 2021 and is Chief Operating Officer of Vista’s Value Creation Team.
Prior to joining Vista, Mr. Rao was an Operating Partner at TPG Capital, where he led the Technology Sector team. Mr. Rao has assumed operational roles and served on boards for over 10 TPG portfolio companies, including Digital.ai, WellSky, Everfi, Univision, Chobani and Cirque Du Soleil.
Before TPG, Mr. Rao was a consultant at McKinsey & Company, serving TMT and private equity clients. Prior to McKinsey, Mr. Rao worked at Cisco Systems, Accenture and Asera (a Kleiner Perkins software startup). He currently serves on the Board of Directors for the Cal Alumni Association at the University of California and is a member of the Order of the Golden Bear.
Education
B.S. in Electrical Engineering and Computer Science, University of California, Berkeley
M.B.A. in Management and Finance, Columbia Business School
Tyler Kellner
Vice President
Permanent Capital
Chicago
Name Tyler Kellner
Title Vice President
Division Permanent Capital
Location Chicago

Tyler Kellner joined Vista Equity Partners in 2012 and is a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Mr. Kellner currently works with the firm’s investments in Accelya and Ellucian. He currently sits on the board of Accelya. Mr. Kellner was actively involved with the firm’s investments in COMPLY, DealerSocket, EagleView, Forcepoint, Fusion Risk Management, SirsiDynix, Vivid Seats (NASDAQ: SEAT), Websense and WorkTango.
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
Nitin Suri
Executive Director
OneVista
Name Nitin Suri
Title Executive Director
Division OneVista
Location
Nitin Suri joined Vista Consulting Group in 2019 as Executive Director. As Executive Director for OneVista, he leads OneVista’s strategic client and partner relationships in the Asia-Pacific Japan region and is responsible for elevating relationships for Vista‘s portfolio companies. Mr. Suri also helps Vista’s portfolio expand in the fast-growing APJ region and works closely with the Office of the CEO on strategic projects in the region.
Prior to joining Vista, Mr. Suri was Director of Asia Pacific and Japan regions at Dell Technologies through the EMC acquisition. Mr. Suri has worked with leading fast-growing startups like DynamicOps( acquired by VMware) as well as established digital leaders like VMware and Oracle. He has worked across international regions including Asia-Pacific, Europe, the Middle East and Africa in various leadership roles.
Education
B.S. in Computer Science and Engineering, Indian Institute of Technology, Delhi
M.B.A., London Business School
Bessie Watts
Executive Director, External Board of Directors Program
OneVista
Name Bessie Watts
Title Executive Director, External Board of Directors Program
Division OneVista
Location

Bessie Watts joined Vista Consulting Group in 2020 and serves as the Executive Director of the External Board of Directors Program. Ms. Watts manages the External Directors program and is responsible for leveraging executive relationships strategically to advance the broader OneVista strategy. Ms. Watts was named one of Insider’s 100 People Transforming Business in 2022 and to Diligent’s Modern Governance 100: ESG & Diversity Trailblazers in 2021.
Prior to joining Vista, Ms. Watts worked as a Director at CARE USA serving as the Operational Lead and Chief of Staff to the Innovation team and Chief Innovation Officer. Before her time with CARE USA, Bessie spent the majority of her career at Morgan Stanley.
Education
B.A. in International Affairs, Spelman College
M.S.F.S., School of Foreign Service, Georgetown University
Jennifer Harrigan
Strategic Client Management Officer
OneVista
New York
Name Jennifer Harrigan
Title Strategic Client Management Officer
Division OneVista
Location New York

Jennifer Harrigan joined Vista Consulting Group in 2020 as the strategic client management officer for OneVista. She is responsible for strengthening strategic relationships between Vista Equity Partners portfolio companies and their top tier clients by elevating our portfolio companies’ visibility within large enterprises.
Prior to joining One Vista, Ms. Harrigan spent over 20 years in enterprise sales at Microsoft.
Vinay Shah
Vice President
Private Equity, Foundation
Austin
Name Vinay Shah
Title Vice President
Division Private Equity, Foundation
Location Austin

Vinay Shah joined Vista Equity Partners in 2016 and is currently a member of the private equity Foundation team. Mr. Shah currently sits on the board of TigerConnect and is actively involved in the firm’s investments in Bonterra and Sonatype. He was previously involved in the firm’s investments in Jamf (NASDAQ: JAMF), Solera and Upserve.
Prior to joining Vista, Mr. Shah worked at Barclays in the Power and Utilities investment banking group. While at Barclays, Mr. Shah advised clients across the utility and renewable energy sectors. These projects primarily included mergers, acquisitions, equity and debt offerings, and other strategic advisory initiatives.
Education
B.S. in Finance and Accounting, Stern School of Business, New York University, magna cum laude
Dan Sullivan
Vice President
Private Equity, Foundation
Austin
Name Dan Sullivan
Title Vice President
Division Private Equity, Foundation
Location Austin

Dan Sullivan joined Vista Equity Partners in 2014 and is currently a member of the private equity Foundation team. Mr. Sullivan currently serves on the board of StarRez and works with the firm’s investments in Khoros and Poppulo. He previously worked with the firm’s investments in Aptean, Lone Wolf and RDC.
Education
B.S.B.A. in Finance, Georgetown University
Mark Wenden
Vice President
Private Equity, Endeavor
Austin
Name Mark Wenden
Title Vice President
Division Private Equity, Endeavor
Location Austin

Mark Wenden joined Vista Equity Partners in 2016 and is a member of the private equity Endeavor team. Mr. Wenden currently works with the firm’s investments in BlueConic, Dispatch, iN2L, Schoox and Zapproved. He was also actively involved with the firm’s investments in Allvue, Datto (formerly NYSE: MSP), Finastra and Naviga.
Prior to joining Vista, Mr. Wenden worked at Evercore Partners in Menlo Park in the Technology Mergers and Acquisitions group. While at Evercore Partners, Mr. Wenden advised financial sponsors and strategic clients in the software, infrastructure and internet sectors.
Education
B.B.A. in Finance and Business Honors, The University of Texas at Austin, with high honors
Thomas Johnston
Operating Vice President
Private Equity, Endeavor
Austin
Name Thomas Johnston
Title Operating Vice President
Division Private Equity, Endeavor
Location Austin

Thomas Johnston joined Vista Equity Partners in 2016 and is currently a member of the private equity Endeavor team. Mr. Johnston currently works with the firm’s investments in Jebbit, RadarFirst and Tripleseat and was actively involved in the firm’s investments in Fusion, iN2L and Schoox.
Prior to his current role, Mr. Johnston was Associate Director at Vista Consulting Group (VCG), where he advised Vista companies on finance and accounting matters. Prior to joining Vista, Mr. Johnston worked at EY in the audit practice. Mr. Johnston is also a licensed CPA.
Education
B.B.A. in Accounting and Business Honors, The University of Texas at Austin, with high honors
M.P.A., McCombs School of Business, The University of Texas at Austin
Zubin Nagpal
Operating Vice President
Private Equity, Foundation
Austin
Name Zubin Nagpal
Title Operating Vice President
Division Private Equity, Foundation
Location Austin

Zubin Nagpal joined Vista Equity Partners in 2022 and is currently a member of the private equity Foundation team. Previously, Mr. Nagpal was with Vista Consulting Group, where he served as Director of Value Creation, partnering with management teams on transforming the operations of AlertMedia, Aptean, Kibo, Sonatype and Zego (Powered by PayLease).
Prior to joining Vista, Mr. Nagpal was Senior Engagement Manager at McKinsey & Company, where he served technology, media and telecom clients on various topics, including large-scale turnarounds and operational transformations. Before McKinsey, Mr. Nagpal was Co-Founder and Vice President of Operations at Home Lending Source. Before Home Lending Source, he was an Associate at Nine Rivers Capital based in Mumbai.
Education
B.S. in Industrial Engineering, University of Michigan
M.B.A., NYU Stern School of Business
Michael Weinstein
Vice President, Business Development
Private Equity, Endeavor
Name Michael Weinstein
Title Vice President, Business Development
Division Private Equity, Endeavor
Location
Michael Weinstein joined Vista Equity Partners in 2022 and is currently a member of the private equity Endeavor team.
Prior to joining Vista, Mr. Weinstein was a Vice President of Business Development at Susquehanna Growth Equity, where he formed and grew the company’s business development function, providing steady and high-quality deal flow. Before Susquehanna, Mr. Weinstein was Senior Director of Inside Sales at Bonterra (formerly Social Solutions), where he was responsible for scaling the company’s inside sales team and developing its go-to-market sales strategy. Mr. Weinstein has spent over 10 years of his career working in senior and executive roles at Vista companies.
Education
B.S. in Information Sciences and Technology, Penn State University
Charlotte Cipolletti
Director of Impact
Private Equity
Name Charlotte Cipolletti
Title Director of Impact
Division Private Equity
Location

Charlotte Cipolletti joined Vista Equity Partners in 2022 and is currently a member of the private equity team.
Prior to joining Vista, Ms. Cipolletti was a Director of Impact Investments at CapShift, an investment platform that empowers philanthropic investors to drive social and environmental change through impact investments, where she managed the sourcing and due diligence of compelling impact investments on behalf of family office, donor-advised funds and foundation LPs. Prior to CapShift, Charlotte was a Portfolio Manager at DWS Investments, where she specialized in managing domestic, international and emerging market ESG and currency hedged index funds.
Education
B.A. in Sustainable Development, Columbia University
Evan Escobedo
Senior Associate
Private Equity, Flagship
Chicago
Name Evan Escobedo
Title Senior Associate
Division Private Equity, Flagship
Location Chicago

Evan Escobedo joined Vista Equity Partners in 2017 and is currently a member of the private equity Flagship team. Mr. Escobedo currently works with the firm’s investments in Advanced, Drift and PowerSchool (NYSE: PWSC). He was also actively involved with the firm’s investments in Ellucian, PeopleAdmin and RadarFirst.
Prior to joining Vista, Mr. Escobedo worked at Deutsche Bank in the Global Industrials Group, where he advised clients across mergers and acquisitions, equity and debt offerings, and other strategic initiatives.
Education
B.B.A. in Finance, Supplementary Major in Applied and Computational Mathematics & Statistics, University of Notre Dame, magna cum laude
Adam Greene
Senior Associate
Private Equity, Foundation
Austin
Name Adam Greene
Title Senior Associate
Division Private Equity, Foundation
Location Austin

Adam Greene joined Vista Equity Partners in 2018 and is a member of the private equity Foundation team. Mr. Greene currently works with the firm’s investments in Critical Start, ESO Solutions, Kibo, LogicMonitor and StarRez. He was also actively involved with the firm’s investments in Advicent and Datto (formerly NYSE: MSP).
Prior to joining Vista, Mr. Greene worked as a Financial Analyst at Guttridge Capital Management, a financial advisory firm in Annapolis.
Education
B.S. in Finance & Information Systems, University of Maryland Honors College, magna cum laude
M.S. in Quantitative Finance, Concentration in Asset Management & Risk Management, University of Maryland
Kyle Henderson
Senior Associate
Private Equity, Flagship
San Francisco
Name Kyle Henderson
Title Senior Associate
Division Private Equity, Flagship
Location San Francisco

Kyle Henderson joined Vista Equity Partners in 2016 and is a member of the private equity Flagship team. Mr. Henderson currently works with the firm’s investments in Apptio, PlanSource and Salesloft. He was also actively involved with the firm’s investments in Aptean, Allocate, Datto (formerly NYSE: MSP), EAB, ESO Solutions, Numerator and SecureLink.
Prior to joining Vista, Mr. Henderson worked at Accel Partners, a venture capital and growth equity firm based in Palo Alto, where he served on the investment team.
Education
B.A. in Mechanical Engineering Sciences, Harvard University, cum laude
Broderick Kelley
Senior Associate
Private Equity, Foundation
Chicago
Name Broderick Kelley
Title Senior Associate
Division Private Equity, Foundation
Location Chicago

Broderick Kelley joined Vista Equity Partners in 2018 and is a member of the private equity Foundation team. Mr. Kelley currently works with the firm’s investments in Granicus and PowerFactors. He was also actively involved with the firm’s investments in 7ParkData, Advanced and Schoox.
Prior to joining Vista, Mr. Kelley worked as a Consultant at Alvarez & Marsal.
Education
B.S. in Civil Engineering, University of Notre Dame, cum laude
M.B.A. in Corporate Finance, University of Notre Dame, cum laude
Ann Mathews-Pereira
Senior Associate
Private Equity, Foundation
Austin
Name Ann Mathews-Pereira
Title Senior Associate
Division Private Equity, Foundation
Location Austin

Ann Mathews-Pereira joined Vista Equity Partners in 2021 and is currently a member of the private equity Foundation team.
Prior to joining Vista, Ms. Mathews worked in the Technology, Media and Telecommunications (TMT) group at Goldman Sachs. Before working in TMT, Ms. Mathews worked in the Equity Derivatives Sales group at Goldman Sachs.
Education
B.A. in International Studies and Economics, Duke University
Madeline McCormick
Senior Associate
Private Equity, Flagship
Chicago
Name Madeline McCormick
Title Senior Associate
Division Private Equity, Flagship
Location Chicago

Madeline McCormick joined Vista Equity Partners in 2019 and is currently a member of the private equity Flagship team. Ms. McCormick currently works with the firm’s investments in iCIMS, Mindbody and PowerSchool (NYSE: PWSC). She was actively involved with the firm’s investment in Salesloft.
Prior to joining Vista, Ms. McCormick worked as an Investment Banking Analyst at Bank of America Merrill Lynch, where she was responsible for high yield and leveraged loan financings for mergers and acquisitions, leveraged buyouts and refinancing within the Leveraged Finance group.
Education
B.S. in Business Administration, University of Notre Dame
Mike McMullan
Senior Associate
Private Equity, Endeavor
Chicago
Name Mike McMullan
Title Senior Associate
Division Private Equity, Endeavor
Location Chicago

Mike McMullan joined Vista Equity Partners in 2018 and is a member of the private equity Endeavor team. Mr. McMullan currently works with the firm’s investments in Jio, RadarFirst and Stats Perform. He was also actively involved with the firm’s investments in Fusion Risk Management, iCIMS, Lone Wolf, Mindbody and Pluralsight.
Prior to joining Vista, Mr. McMullan coached the wrestling teams at Northwestern University and the University of Pennsylvania.
Education
B.S. in Political Science and Journalism, Northwestern University
M.P.A. in Finance, University of Pennsylvania
Annie Meyjes
Senior Associate
Private Equity, Flagship
Chicago
Name Annie Meyjes
Title Senior Associate
Division Private Equity, Flagship
Location Chicago

Annie Meyjes joined Vista Equity Partners in 2018 and is a member of the private equity Flagship team. Ms. Meyjes currently works with the firm’s investments in Acquia, CentralSquare, Cloud Software Group and Pluralsight. She was actively involved with the firm’s investments in Apptio, MedTrainer, SecureLink and Tribute Technology.
Prior to joining Vista, Ms. Meyjes worked at Goldman Sachs in the Securities Division.
Education
B.A. in Economics, Harvard University, cum laude
Nick Murley
Senior Associate
Private Equity, Flagship
Chicago
Name Nick Murley
Title Senior Associate
Division Private Equity, Flagship
Location Chicago

Nick Murley joined Vista Equity Partners in 2016 and is a member of the private equity Flagship team. Mr. Murley currently works with the firm’s investments in Cvent, Drift and Gainsight. He was also actively involved with the firm’s investments in CentralSquare, Cloud Software Group, Datto (formerly NYSE: MSP), EagleView, Jamf (NASDAQ: JAMF), PowerSchool (NYSE: PWSC), Upserve and Zego (Powered by PayLease).
Prior to joining Vista, Mr. Murley worked as an investment intern at Insight Equity.
Education
B.S. in Finance, The Ohio State University, summa cum laude
Blair Ohman
Senior Associate
Private Equity, Flagship
Austin
Name Blair Ohman
Title Senior Associate
Division Private Equity, Flagship
Location Austin

Blair Ohman joined Vista Equity Partners in 2020 and is currently a member of the private equity Flagship team. Mr. Ohman currently works with the firm’s investments in Allvue, Applause and EagleView. He was also actively involved with the firm’s investments in Arcos, Cvent (NASDAQ: CVT) and Gainsight.
Prior to joining Vista, Mr. Ohman worked at Citadel Global Equities and Silver Lake Partners, where he focused on investing in technology and technology-enabled companies across the private and public markets. Prior to Silver Lake Partners, he worked at Greenhill & Co. where he advised clients on mergers, acquisitions and restructurings across a variety of industries including technology, consumer and energy.
Education
B.B.A. in Finance and Business Honors, The University of Texas at Austin
Ben Oleniczak
Senior Associate
Private Equity, Flagship
Chicago
Name Ben Oleniczak
Title Senior Associate
Division Private Equity, Flagship
Location Chicago

Ben Oleniczak joined Vista Equity Partners in 2018 and is a member of the private equity Flagship team. Mr. Oleniczak currently works with the firm’s investments in Finastra, Jamf (NASDAQ: JAMF) and TripleLift. He was also involved with the firm’s investments in Accelya, Avalara, Ping Identity (formerly NYSE: PING) and TigerConnect.
Prior to joining Vista, Mr. Oleniczak worked in PwC’s Deals practice, where he conducted financial due diligence for private equity and corporate clients across buy-side and sell-side processes.
Education
B.S. in Management, Concentration in Accounting and Finance, Boston College
Certified Public Accountant (CPA)
Aditi Shroff
Senior Associate
Private Equity, Foundation
Austin
Name Aditi Shroff
Title Senior Associate
Division Private Equity, Foundation
Location Austin

Aditi Shroff joined Vista Equity Partners in 2018 and is currently a member of the private equity Foundation team. Ms. Shroff is actively involved with the firm’s investments in BetterCloud, Four Winds Interactive and Power Factors. She was also actively involved with the firm’s investments in Applause, Jio, Mediaocean, Smartbear, TripleLift and Wrike.
Prior to joining Vista, Ms. Shroff worked as an Investment Banking Analyst and Associate at Oppenheimer & Co. in the Healthcare group. While at Oppenheimer, Ms. Shroff advised healthcare services companies on mergers, acquisitions, capital raises and other strategic initiatives.
Education
B.S. in Economics, The Wharton School, University of Pennsylvania
Amanda Tyson
Senior Associate
Private Equity, Flagship
Chicago
Name Amanda Tyson
Title Senior Associate
Division Private Equity, Flagship
Location Chicago

Amanda Tyson joined Vista Equity Partners in 2019 and is currently a member of the private equity Flagship team. Ms. Tyson currently works with the firm’s investments in Klarna, SmartBear, Securonix and Solera. She was also actively involved with the firm’s investments in Aptean, Eagleview and Sonatype.
Prior to joining Vista, Ms. Tyson worked at Citigroup, where she primarily advised on mergers and acquisitions and tailored equity and interest rate solutions for institutional and corporate clients.
Education
B.A. in Economics, Yale University
M.B.A., Harvard Business School, with Distinction & Dean’s Award
TJ Veech
Senior Associate
Private Equity, Endeavor
Chicago
Name TJ Veech
Title Senior Associate
Division Private Equity, Endeavor
Location Chicago

TJ Veech joined Vista Equity Partners in 2020 and is currently a member of the private equity Endeavor team.
Prior to joining Vista, TJ worked at True Wind Capital, a technology-focused private equity firm. Prior to True Wind, TJ worked at William Blair & Company in the Technology Investment Banking group.
Education
B.S. in Accountancy, University of Illinois at Urbana-Champaign
Eugene Williams
Senior Associate, Business Development
Private Equity, Endeavor
Austin
Name Eugene Williams
Title Senior Associate, Business Development
Division Private Equity, Endeavor
Location Austin

Eugene Williams joined Vista Equity Partners in 2020. Mr. Williams focuses on business development and deal origination for the Endeavor Fund.
Prior to joining Vista, Mr. Williams worked at Vertafore as an Enterprise Account Executive, advising insurance carriers and managing general agents on their software strategy. Prior to Vertafore, Mr. Williams worked at Western Union as a Treasury Trader, where he was responsible for managing global currency risk.
Education
B.A. in Economics, Pepperdine University
Katy Arkell
Associate
Private Equity
Austin
Name Katy Arkell
Title Associate
Division Private Equity
Location Austin

Katy Arkell joined Vista Equity Partners in 2020. Ms. Arkell currently works with the firm’s investments in NAVEX Global and SecureLink. She was actively involved in the firm’s investments in Gainsight, Jebbit, Olive and Power Factors.
Prior to joining Vista as an analyst, Ms. Arkell worked as an intern in Vista’s Private Equity group.
Education
B.A. in International Relations and Global Business, University of Southern California, magna cum laude
Taylor Auman
Associate
Private Equity
Austin
Name Taylor Auman
Title Associate
Division Private Equity
Location Austin

Taylor Auman joined Vista Equity Partners in 2021. Mr. Auman is actively involved with the firm’s investments in Applause, Critical Start and Fusion Risk Management.
Prior to joining Vista, Mr. Auman worked in the Technology, Media and Telecommunications group at Goldman, Sachs & Co. While at Goldman, Mr. Auman advised technology and telecommunications companies on mergers and acquisitions, capital raising and idea generation. Additionally, Mr. Auman served as Chief of Staff at Titan, a high growth financial technology company.
Education
B.A. in Public Policy and Political Science, University of Pennsylvania, magna cum laude
Phillip Barber
Associate
Private Equity
Austin
Name Phillip Barber
Title Associate
Division Private Equity
Location Austin

Phillip Barber joined Vista Equity Partners in 2021. Mr. Barber is actively involved with the firm’s investments in Sonatype, TIBCO and Tribute Technology.
Prior to joining Vista, Mr. Barber worked as an Investment Banking Analyst at Bank of America in the Mergers & Acquisitions group advising technology businesses.
Education
B.S. in Finance, Santa Clara University, summa cum laude
Rares Barbu
Associate
Private Equity
Chicago
Name Rares Barbu
Title Associate
Division Private Equity
Location Chicago

Rares Barbu joined Vista Equity Partners in 2019. Mr. Barbu currently works with the firm’s investments in BigTime, Bonterra and TripleLift. He was actively involved with the firm’s investments in iN2L, Lone Wolf Technologies and Vena Solutions.
Prior to joining Vista, Mr. Barbu worked as a Consultant at Navigant Consulting Inc. in their Life Sciences division.
Education
B.Sc. in Biomedical Engineering, The University of Connecticut, summa cum laude
Javier Borjas
Associate
Private Equity
Chicago
Name Javier Borjas
Title Associate
Division Private Equity
Location Chicago

Javier Borjas joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Borjas was an Associate at RBC Capital Markets in the Mergers and Acquisitions group.
Education
B.S. in Finance, St. John’s University
Nick Burrello
Associate
Private Equity
Austin
Name Nick Burrello
Title Associate
Division Private Equity
Location Austin

Nick Burrello joined Vista Equity Partners in 2021.
Prior to joining Vista, Mr. Burrello was Director of Acquisitions and Operations at LCN Capital Partners in New York City, focusing on credit-based investments in the commercial real estate industry. While at LCN Capital Partners, Mr. Burrello worked across various segments including investments, asset management and investor relations.
Education
B.A. in Government and Economics, Harvard University
Elizabeth Carter
Associate
Private Equity
Austin
Name Elizabeth Carter
Title Associate
Division Private Equity
Location Austin

Elizabeth Carter joined Vista Equity Partners in 2020. Ms. Carter currently works with the firm’s investments in Olive.AI.
Prior to joining Vista, Ms. Carter worked as an Investment Banking Senior Analyst in the Global Industrials group at Citigroup, where she advised on a broad suite of transactions with a focus on transportation, infrastructure and diversified industrial companies.
Education
B.B.A. in Finance and International Business, University of Georgia, cum laude
B.A. in French, University of Georgia, cum laude
Kojo Amarteyfio
Senior Associate
Permanent Capital
Austin
Name Kojo Amarteyfio
Title Senior Associate
Division Permanent Capital
Location Austin

Kojo Amarteyfio joined Vista Equity Partners in 2018 and is a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Mr. Amarteyfio currently works with the firm’s investments in Accelya, EAB and Ellucian. He was actively involved with the firm’s investments in BlueConic, LogicMonitor, Quickbase, Tribute Technology and Vena Solutions.
Prior to joining Vista, Mr. Amarteyfio worked as an Associate at Barclays in New York in the Securitized Products Origination and Technology Investment Banking group. While at Barclays, Mr. Amarteyfio covered clients across the software, payments and business and information services verticals.
Education
B.A. in Economics, Skidmore College, magna cum laude
Jennifer Chen
Associate
Private Equity
Chicago
Name Jennifer Chen
Title Associate
Division Private Equity
Location Chicago
Jennifer Chen joined Vista Equity Partners in 2020. Ms. Chen currently works with the firm’s investments in Stats Perform and Tripleseat. She was also actively involved with the firm’s investment in Salesloft.
Prior to joining Vista, Ms. Chen worked as a Summer Analyst at JMI Equity.
Education
B.A. in Economics and Computer Science, Amherst College
Amy Cui
Associate
Private Equity
Austin
Name Amy Cui
Title Associate
Division Private Equity
Location Austin

Amy Cui joined Vista Equity Partners in 2020.
Prior to joining Vista, Ms. Cui worked as a Senior Financial Analyst at The BVA Group LLC.
Education
B.B.A. in Business Honors, The University of Texas at Austin
M.P.A., The University of Texas at Austin
Nikoletta Georgalis
Associate
Private Equity
Austin
Name Nikoletta Georgalis
Title Associate
Division Private Equity
Location Austin

Nikoletta Georgalis joined Vista Equity Partners in 2021.
Prior to joining Vista, Ms. Georgalis was an Investment Banking Associate and Analyst at DC Advisory (formerly known as Signal Hill Capital), where she advised clients across the technology sector on mergers and acquisitions and capital raises.
Education
B.S. in Economics, The Wharton School, University of Pennsylvania
Nicholas Grisius
Associate
Private Equity
Austin
Name Nicholas Grisius
Title Associate
Division Private Equity
Location Austin

Nicholas Grisius joined Vista Equity Partners in 2019. Mr. Grisius currently works with the firm’s investments in iN2L, KIBO, Salesloft and SmartBear. He was also actively involved with the firm’s investments in Drift, Sonatype and Vertafore.
Education
B.S. in Mechanical Engineering, Georgia Institute of Technology, with high honors
B.B.A. in Finance, Goizueta Business School, Emory University, with highest distinction
Shannon Hou
Associate
Private Equity
Austin
Name Shannon Hou
Title Associate
Division Private Equity
Location Austin

Shannon Hou joined Vista Equity Partners in 2020. Ms. Hou currently works with the firm’s investment in Vena Solutions.
Prior to joining Vista, Ms. Hou worked as an Investment Banking Analyst in the Power, Energy & Infrastructure group at Lazard, where she advised clients across the utility and renewable energy sectors on strategic matters including mergers and acquisitions, shareholder activist defense and other initiatives.
Education
B.S. in Foreign Service, Georgetown University
Hunter Ladnier
Associate
Private Equity
San Francisco
Name Hunter Ladnier
Title Associate
Division Private Equity
Location San Francisco
Hunter Ladnier joined Vista Equity Partners in 2020. Mr. Ladnier currently works with the firm’s investments in ComplySci, Integral Ad Science (NASDAQ: IAS) and OfficeSpace. He was previously involved with the firm’s investment in Drift.
Prior to joining Vista, Mr. Ladnier worked as a Private Equity Analyst at The Atlas Group.
Education
B.A. in Economics and Government, Harvard University
Emmanuel Machena
Associate
Private Equity
Chicago
Name Emmanuel Machena
Title Associate
Division Private Equity
Location Chicago

Emmanuel Machena joined Vista Equity Partners in 2021. Mr. Machena currently works with the firm’s investments in Aptean, BlueConic, Eagleview and Ellucian.
Prior to joining Vista, Mr. Machena was an Associate at BlackRock, where he worked in the Private Equity group and invested across large buyouts, growth equity and venture capital investments.
Education
B.B.A. in Finance and Economics, Western Michigan University, magna cum laude
Anya Malik
Associate
Private Equity
San Francisco
Name Anya Malik
Title Associate
Division Private Equity
Location San Francisco
Anya Malik joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Malik was an Associate at Onex, where she focused on investments in enterprise software and healthcare businesses. Before Onex, Ms. Malik was an Investment Banking Analyst at Credit Suisse, where she advised corporate clients and financial sponsors across a variety of sectors.
Education
B.A. in Economics and Mathematics, Yale University
Nate Mamuyac
Associate
Private Equity
Chicago
Name Nate Mamuyac
Title Associate
Division Private Equity
Location Chicago

Nate Mamuyac joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Mamuyac was an Investment Banking Summer Associate in the Technology Mergers and Acquisitions group at J.P. Morgan Securities, where he originated and executed buy-side and sell-side transactions for global technology clients in the software vertical. Before J.P. Morgan, Mr. Mamuyac was a Private Equity MBA Associate at Noble Rock Advisors, where he sourced and qualified acquisition targets and engaged in financial and commercial due diligence.
Education
B.S. in Business, University of Southern California
B.A. in Economics, University of Southern California
M.B.A., The University of Chicago Booth School of Business
Sisi Miteva
Associate
Private Equity
San Francisco
Name Sisi Miteva
Title Associate
Division Private Equity
Location San Francisco
Sisi Miteva joined Vista Equity Partners in 2021.
Prior to joining Vista, Ms. Miteva was an Associate at Goldman Sachs’ Healthcare and Consumer Retail Group.
Education
B.A. in Economics and in Molecular Biology and Biochemistry, Wesleyan University
M.B.A., Harvard Business School
Anna Parakkott
Associate
Private Equity
Austin
Name Anna Parakkott
Title Associate
Division Private Equity
Location Austin

Anna Parakkott joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Parakkott was an Investment Banking Analyst in the Technology group at Deutsche Bank.
Education
B.S. in Business Administration, University of Southern California
Seimi Park
Associate
Private Equity
San Francisco
Name Seimi Park
Title Associate
Division Private Equity
Location San Francisco

Seimi Park joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Park was an Investment Banking Analyst in the Financial Institutions Group at J.P. Morgan, where she advised financial technology companies on mergers and acquisitions, capital raises and other strategic initiatives.
Education
B.A. in Economics and Computer Science, Swarthmore College
Alice Qu
Associate
Private Equity
San Francisco
Name Alice Qu
Title Associate
Division Private Equity
Location San Francisco

Alice Qu joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Qu worked as an Analyst at Credit Suisse in the Mergers and Acquisitions group, where she advised clients across a variety of sectors including technology, consumer and hospitality.
Education
B.S. in Business Administration, University of California, Berkeley
Zainab Raji
Associate
Private Equity
Austin
Name Zainab Raji
Title Associate
Division Private Equity
Location Austin

Zainab Raji joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Raji was a Business Analyst at McKinsey & Company, where she performed strategy due diligence and planning for clients in 8 countries across Africa and the Middle East. Before McKinsey, Ms. Raji was a Risk Advisory Consultant at Deloitte, where she worked with Fortune 100 enterprise technology companies.
Education
B.B.A. in Accounting and Information Systems & Operation Management, Emory University, with distinction
M.B.A., Harvard Business School, with distinction
M.P.A. in International Development, Harvard Kennedy School
Maya Ramakrishnan
Associate
Private Equity
San Francisco
Name Maya Ramakrishnan
Title Associate
Division Private Equity
Location San Francisco

Maya Ramakrishnan joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Ramakrishnan was a Senior Analyst in the Credit Investments group at PSP Investments, where she invested in private credit opportunities across the software and technology sectors. Before PSP, Ms. Ramakrishnan was an Investment Banking Summer Analyst in the Leveraged Finance division at Goldman Sachs.
Education
B.A. in Economics, University of Pennsylvania
William Sitzman
Associate
Private Equity
Austin
Name William Sitzman
Title Associate
Division Private Equity
Location Austin

William Sitzman joined Vista Equity Partners in 2021.
Prior to joining Vista, Mr. Sitzman was an Analyst at K1 Investment Management focusing on minority and control investments in enterprise software. Before his time at K1, Mr. Sitzman was an investment banking intern at Bardi Co.
Education
B.B.A in Finance, Loyola Marymount University, cum laude
Renee Spillane
Associate
Private Equity
Austin
Name Renee Spillane
Title Associate
Division Private Equity
Location Austin

Renee Spillane joined Vista Equity Partners in 2020.
Prior to joining Vista as an Analyst, Ms. Spillane worked as an intern in the Private Equity group at Vista.
Education
B.S. in Commerce, University of Virginia, McIntire School of Commerce
Nghi Van
Associate
Private Equity
Chicago
Name Nghi Van
Title Associate
Division Private Equity
Location Chicago

Nghi Van joined Vista Equity Partners in 2020. Ms. Van currently works with the firm’s investments in Dispatch and Pluralsight.
Prior to joining Vista, Ms. Van was a High Yield Credit Research Associate at The Vanguard Group, where she covered Media & Telecom and Energy.
Education
B. S. in Finance and Global Business, Stern School of Business, New York University, cum laude
Jack Sheldon
Associate, Business Development
Private Equity, Endeavor
Austin
Name Jack Sheldon
Title Associate, Business Development
Division Private Equity, Endeavor
Location Austin

Jack Sheldon joined Vista Equity Partners in 2020. Mr. Sheldon focuses on business development and deal origination for the Endeavor Fund.
Prior to joining Vista, Mr. Sheldon was a Director at WeWork where he focused on providing flexible corporate real estate solutions to large enterprises. Before his time at WeWork, he was a Senior Account Executive at Bloomberg LP in the Financial Sales group.
Education
B.A. in Government, Franklin & Marshall College
Shivam Shirolawala
Associate, Business Development
Private Equity, Endeavor
Austin
Name Shivam Shirolawala
Title Associate, Business Development
Division Private Equity, Endeavor
Location Austin

Shivam Shirolawala joined Vista Equity Partners in 2021. Mr. Shirolawala focuses on business development and deal origination for the Endeavor Fund.
Prior to joining Vista, Mr. Shirolawala was a Senior Associate at Maine Pointe, a supply-chain focused consulting firm, where he led business development efforts for the private equity group. Prior to Maine Pointe, Mr. Shirolawala co-founded and successfully exited WeAreBD, an enterprise software provider focused on referral generation within financial services. Mr. Shirolawala started his career at MFS Capital Advisors, a boutique investment bank where he provided transactional advisory and capital raising services.
Education
B.S. in Finance with a concentration in Entrepreneurship, Rutgers University, cum laude
Jaden Baron
Analyst
Private Equity
Austin
Name Jaden Baron
Title Analyst
Division Private Equity
Location Austin

Jaden Baron joined Vista Equity Partners in 2021.
Prior to joining Vista, Mr. Baron was an Investment Banking Summer Analyst at Bank of America in the Financial Sponsors group.
Education
B.S. in Business Administration, University of Florida, Heavener School of Business
Catherine Chen
Analyst
Private Equity
Austin
Name Catherine Chen
Title Analyst
Division Private Equity
Location Austin

Catherine Chen joined Vista Equity Partners in 2022.
Prior to joining Vista as an Analyst, Ms. Chen worked as an intern in Vista’s Private Equity group.
Education
B.B.A. in Business Honors and Accounting, The University of Texas at Austin
Saul Dominguez
Analyst
Private Equity
Austin
Name Saul Dominguez
Title Analyst
Division Private Equity
Location Austin

Saul Dominguez joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Dominguez worked as a Senior Consultant in the Private Capital group at Oliver Wyman. Before Oliver Wyman, Mr. Dominguez interned at Amazon.
Education
B.B.A. in Finance and Accounting, The University of Texas at El Paso, cum laude
Marcus Ellis
Analyst
Private Equity
Chicago
Name Marcus Ellis
Title Analyst
Division Private Equity
Location Chicago

Marcus Ellis joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Ellis was an Associate in Portfolio Operations at Blackstone. Before his time at Blackstone, Mr. Ellis worked as a Senior Associate at PwC in the M&A Deal Advisory group.
Education
B.S. in Accounting, University of South Florida
M.Acc. in Accountancy, University of South Florida
Mia Farlekas
Analyst
Private Equity
Chicago
Name Mia Farlekas
Title Analyst
Division Private Equity
Location Chicago
Mia Farlekas joined Vista Equity Partners in 2021.
Prior to joining Vista, Ms. Farlekas was an Investment Banking Summer Analyst at Deutsche Bank. Before her time at Deutsche Bank, Ms. Farlekas was a Product Management intern at Diligent Corporation.
Education
B.S. in Chemical Engineering, University of Notre Dame
Alexa Fillingim
Analyst
Private Equity
Chicago
Name Alexa Fillingim
Title Analyst
Division Private Equity
Location Chicago
Alexa Fillingim joined Vista Equity Partners in 2021.
Prior to her role at Vista, Ms. Fillingim worked as an intern in Vista’s Private Equity group. Prior to her time with Vista, Ms. Fillingim was an intern at PNC in the Institutional Asset Management group.
Education
B.S.B.A in Finance, The Ohio State University, summa cum laude
Carty Flora
Analyst
Private Equity
Austin
Name Carty Flora
Title Analyst
Division Private Equity
Location Austin

Carty Flora joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Flora was a member of the Corporate Development & Strategy team at Cvent.
Education
B.A. in Political Science, West Virginia University
Charles Li
Analyst
Private Equity
Chicago
Name Charles Li
Title Analyst
Division Private Equity
Location Chicago

Charles Li joined Vista Equity Partners in 2022.
Prior to joining Vista as an Analyst, Mr. Li worked as an intern in Vista’s Private Equity and Research groups.
Education
B.B.A. in Finance, The University of Texas at Austin
Zara Malik
Analyst
Private Equity
Chicago
Name Zara Malik
Title Analyst
Division Private Equity
Location Chicago

Zara Malik joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Malik worked as a Summer Analyst at LLR Partners. Before her time at LLR Partners, Ms. Malik was an Investment Research Intern in the Small Cap Opportunities team at Wellington Management.
Education
B.A. in Psychology, The University of Chicago, summa cum laude
Sonali Mohnani
Analyst
Private Equity
Austin
Name Sonali Mohnani
Title Analyst
Division Private Equity
Location Austin

Sonali Mohnani joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Mohnani was an intern at Investec Asset Management.
Education
B.S. in Finance, New York University
B.S. in Computing and Data Science, New York University
Masters in Financial Analysis, London Business School
Rotimi Ogunmola
Analyst
Private Equity
San Francisco
Name Rotimi Ogunmola
Title Analyst
Division Private Equity
Location San Francisco

Rotimi Ogunmola joined Vista Equity Partners in 2021. He was actively involved with the firm’s investment in Critical Start.
Prior to joining Vista, Mr. Ogunmola worked as a Capital Markets Advisory Senior Associate in the Deals Practice at PwC, where he advised private equity and corporate clients on strategic M&A and IPO processes.
Education
B.B.A. in Accounting, The University of Texas at Austin
M.P.A, The University of Texas at Austin
Certified Public Accountant (CPA)
Emmanuel Onakoya
Analyst
Private Equity
Chicago
Name Emmanuel Onakoya
Title Analyst
Division Private Equity
Location Chicago
Emmanuel Onakoya joined Vista Equity Partners in 2021.
Prior to joining Vista, Mr. Onakoya worked as an Associate at Apollo Global Management. Before his time with Apollo, Mr. Onakoya worked as a Senior Associate at KPMG in the M&A Deal Advisory and Corporate Strategy group.
Education
B.S. in Accounting, Marist College
M.S. in Accounting, Liberty University
Certified Public Accountant (CPA)
Derek Orji
Analyst
Private Equity
Austin
Name Derek Orji
Title Analyst
Division Private Equity
Location Austin

Derek Orji joined Vista Equity Partners in 2021.
Prior to joining Vista, Mr. Orji worked as Business Strategy Consultant at Accenture.
Education
B.S. in Mechanical Engineering, The University of Texas at Austin
Ashley Osiason
Analyst
Private Equity
Austin
Name Ashley Osiason
Title Analyst
Division Private Equity
Location Austin

Ashley Osiason joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Osiason worked in Business Operations and Strategy at Kyte. Before Kyte, Ms. Osiason worked as an intern in the Private Equity group at Vista.
Education
B.S. in Economics, The Wharton School, University of Pennsylvania, summa cum laude
Ravi Patel
Analyst
Private Equity
Austin
Name Ravi Patel
Title Analyst
Division Private Equity
Location Austin
Ravi Patel joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Patel was an Investment Banking Analyst at Deutsche Bank, where he was part of the Leveraged Finance group.
Education
B.S. in Economics, University of Pennsylvania
Gabriella Perez
Analyst
Private Equity
Austin
Name Gabriella Perez
Title Analyst
Division Private Equity
Location Austin

Gabriella Perez joined Vista in 2022.
Prior to joining Vista as an Analyst, Ms. Perez worked as an intern in the Private Equity and Research groups at Vista.
Education
B.B.A. in Business Analytics, University of Notre Dame
Evan Phillips
Analyst
Private Equity
Chicago
Name Evan Phillips
Title Analyst
Division Private Equity
Location Chicago

Evan Phillips joined Vista Equity Partners in 2022.
Prior to joining Vista as an Analyst, Mr. Phillips worked as an intern in Vista’s Private Equity group.
Education
B.A. in Economics and Computer Science, Bowdoin College
Polly Roth
Analyst
Private Equity
Chicago
Name Polly Roth
Title Analyst
Division Private Equity
Location Chicago

Polly Roth joined Vista Equity Partners in 2022.
Prior to joining Vista as an Analyst, Ms. Roth worked as an intern in Vista’s Private Equity group.
Education
B.A. in Economics, University of Southern California
M.S. in Applied Econometrics, University of Southern California
Sarah Sbar
Analyst
Private Equity
Austin
Name Sarah Sbar
Title Analyst
Division Private Equity
Location Austin

Sarah Sbar joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Sbar was an Investment Banking Summer Analyst at Evercore.
Education
B.A. in Economics and English, Northwestern University
Alex Schlesinger
Analyst
Private Equity
Chicago
Name Alex Schlesinger
Title Analyst
Division Private Equity
Location Chicago

Alex Schlesinger joined Vista Equity Partners in 2022.
Prior to joining Vista as an Analyst, Mr. Schlesinger worked as an intern in Vista’s Private Equity group. Before his time at Vista, Mr. Schlesinger interned at Nomura Securities in the Global Markets Technology group.
Education
B.A. in Computer Science, Yeshiva University, magna cum laude
Andee Song
Analyst
Private Equity
Chicago
Name Andee Song
Title Analyst
Division Private Equity
Location Chicago
Andee Song joined Vista Equity Partners in 2021.
Prior to joining Vista, Ms. Song was a Private Equity intern at One Peak Partners. Before her time at One Peak, Ms. Song was an Investment Banking Summer Analyst at Rothschild.
Education
B.A. in Economics and Computer Science, University of Chicago, magna cum laude
Emily van der Veen
Analyst
Private Equity
Austin
Name Emily van der Veen
Title Analyst
Division Private Equity
Location Austin

Emily van der Veen joined Vista Equity Partners in 2022.
Prior to joining Vista as an Analyst, Ms. van der Veen worked as an intern in Vista’s Private Equity group. Before her time at Vista, Ms. van der Veen interned at Guggenheim Partners.
Education
B.A. in Neuroscience and Economics, Colby College, summa cum laude
Annie Zhao
Analyst
Private Equity
San Francisco
Name Annie Zhao
Title Analyst
Division Private Equity
Location San Francisco
Annie Zhao joined Vista Equity Partners in 2021. She was actively involved with the firm’s investment in Ping Identity (formerly NYSE: PING).
Prior to joining Vista, Ms. Zhao was an Investment Banking Summer Analyst at Goldman Sachs in the Technology, Media and Telecommunications (TMT) group. Before her time at Goldman Sachs, Ms. Zhao was a Research Assistant at Harvard Business School.
Education
A.B. in Economics and Psychology, Harvard College, magna cum laude
Kathryn Zhao
Analyst
Private Equity
Chicago
Name Kathryn Zhao
Title Analyst
Division Private Equity
Location Chicago

Kathryn Zhao joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Zhao was a Growth Equity Summer Analyst at Summit Partners.
Education
B.S. in Mathematics with Computer Science, Massachusetts Institute of Technology
B.S. in Management, Massachusetts Institute of Technology
Abigail Ker
Analyst, Business Development
Private Equity, Endeavor
Austin
Name Abigail Ker
Title Analyst, Business Development
Division Private Equity, Endeavor
Location Austin
Abigail Ker joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Ker was a Sales Development Representative at DISCO, where she was responsible for growing sales pipelines and prospecting leads with a multi-channel approach.
Education
M.A. in Management and Sustainable Development, University of St. Andrews, with honors
Alan Kerr
Managing Director, Go-to-Market
Consulting Group
Austin
Name Alan Kerr
Title Managing Director, Go-to-Market
Division Consulting Group
Location Austin

Alan Kerr joined Vista Consulting Group in 2021 and is Managing Director of Go-To-Market.
Prior to joining Vista, Mr. Kerr was Chief Revenue Officer at Diebold Nixdorf and also Head of Software, where he led the strategy and execution of the Company’s software solutions, specifically its emerging leadership in digital banking and connected commerce. Before Diebold Nixdorf, Mr. Kerr held executive and leadership and several enterprise software companies, including Kofax, HPSoftware, Peregrine Systems, Ascential Software and Informix Software.
Elizabeth Knuppel
Managing Director, Talent
Consulting Group
Name Elizabeth Knuppel
Title Managing Director, Talent
Division Consulting Group
Location
Elizabeth Knuppel joined Vista Consulting Group in 2022 as a Managing Director of Talent and is also currently a member of the private equity Flagship team. Ms. Knuppel works with the firm’s investments in iCIMS and KnowBe4.
Prior to joining Vista, Ms. Knuppel was an Operating Partner at TCV, where she drove operational improvements in portfolio companies impacting go-to-market, product strategy, talent and customer success. Before TCV, Ms. Knuppel was Chief Administrative Officer at Vertafore (a former Vista company), where she led the company’s strategic workforce initiatives. Prior to Vertafore, Ms. Knuppel held executive leadership roles at Ericsson, Alliance Data Systems and CEB (now Gartner).
Education
B.S. in Business Administration, University of Missouri-Columbia
M.B.A., Duke University
Doug Owens
Managing Director, Business Operations
Consulting Group
Austin
Name Doug Owens
Title Managing Director, Business Operations
Division Consulting Group
Location Austin

Doug Owens became Managing Director of Business Systems, Finance and Administration for Vista Consulting Group in 2021. Mr. Owens previously served as Senior Vice President of Operations at Vista Equity Partners and was a member of the private equity Flagship team, joining the firm in 2019.
Prior to rejoining Vista in 2019, Mr. Owens was CFO at PDI Software, where he was responsible for the finance, accounting and risk management aspects of the business. Before PDI, Mr. Owens was Managing Director and Program Director at Vista Consulting Group, where he led the Finance and Administration practice. Prior to Vista Consulting Group, Mr. Owens was Vice President and Divisional CFO at NCR Corporation, where he oversaw the company’s hospitality industry. Mr. Owens began his career as a Certified Public Accountant at EY.
Education
B.S. in Accounting, Bloomsburg University of Pennsylvania
M.B.A. in Finance, American University
Rohan Ranadive
Managing Director, Finance Operations
Finance
Name Rohan Ranadive
Title Managing Director, Finance Operations
Division Finance
Location
Rohan Ranadive joined Vista Equity Partners in 2022 and is responsible for driving various initiatives across the Finance organization.
Prior to joining Vista, Mr. Ranadive was Chief Financial Officer at Aviditi Advisors, where he managed the company’s Finance and Operations teams. Before Aviditi, he was a Managing Director at TPG, where he spent over a decade leading many of the firm’s strategic initiatives and had oversight of different departments across Finance and the broader Operations organization. Prior to TPG, Mr. Ranadive worked in the advisory practice at Ernst and Young.
Education
B.B.A. in Finance, The University of Texas at Austin
M.B.A., The University of Texas at Arlington
Gwen Reinke
Managing Director, Chief Compliance Officer
Legal & Compliance
San Francisco
Name Gwen Reinke
Title Managing Director, Chief Compliance Officer
Division Legal & Compliance
Location San Francisco

Ms. Reinke is the Managing Director and Chief Compliance Officer of Vista Equity Partners, overseeing the firm’s global regulatory and compliance functions along with oversight of internal firm legal matters, including fund formation and fundraising. Ms. Reinke sits on the board of PowerSchool (NYSE: PWSC), a Vista portfolio company and is also a member of the Board of Governors of the Investment Adviser Association in Washington, D.C.
Prior to Vista, Ms. Reinke served as Partner, General Counsel and Chief Compliance Officer at Blum Capital Partners, where she reported to the Firm’s Chairman and had broad responsibility for all legal and regulatory matters, including overseeing the legal aspects of the firm’s investment and real estate transactions. Prior to joining Blum Capital, Ms. Reinke worked for Senator Dianne Feinstein during her initial U.S. Senate campaign and Senate term overseeing the campaign’s financial and administration functions. Ms. Reinke has held additional finance positions, including Director of Finance for Blum Capital, Corporate Controller for USL Capital, Manager of Financial Reporting for Charles Schwab Corporation and started her career in the audit department at Deloitte and Touche. Ms. Reinke earned a B.A. in Business Economics from the University of California at Los Angeles and a J.D., cum laude, from the University of San Francisco School of Law. Ms. Reinke is a member of the State Bar of California and is also a Certified Public Accountant (inactive).
Education
B.A. in Business Economics from the University of California at Los Angeles
J.D., University of San Francisco School of Law
Marybeth Schmitz
Managing Director, Head of Administration & Human Resources
Administration & Human Resources
Austin
Name Marybeth Schmitz
Title Managing Director, Head of Administration & Human Resources
Division Administration & Human Resources
Location Austin

Marybeth Schmitz joined Vista Equity Partners in 2016. In her role, Ms. Schmitz oversees the human resources function for Vista Equity Partners, as well as all firm facilities and the executive assistant program.
Prior to joining Vista, Ms. Schmitz was the Chief Operating Officer at The Boon Group. Before that, she ran human resources at the law firm of Kessler, Topaz, Meltzer & Check in Philadelphia. Ms. Schmitz also ran divisional human resources programs at Morgan Stanley and Bear Stearns in New York City. Ms. Schmitz began her career in recruiting and human resources consulting roles.
Education
B.S. in Political Science, University of Michigan
Stephen Seelbach
Managing Director
Office of the CEO
San Francisco
Name Stephen Seelbach
Title Managing Director
Division Office of the CEO
Location San Francisco

Stephen Seelbach joined Vista in 2014 and is Managing Director in the Office of the CEO. In his role, Mr. Seelbach leads Vista’s strategy in Asia, including investor-facing dialogue, portfolio company go-to-market activity and partnerships. He currently sits on the boards of Vista’s two joint ventures in Japan, NEC and Japan Cloud Computer, as well as Vista portfolio company Applause.
Mr. Seelbach is an active contributor to the firm’s international growth strategy, having led the opening of Vista’s offices in Hong Kong and Singapore. He is a member of the Asia Council of the Global Private Capital Association (GPCA) and the Hong Kong Venture Capital Association, and actively collaborates with the World Economic Forum. Prior to his current role, Mr. Seelbach was the Chief of Staff to Vista’s Founder, Chairman and CEO, Robert F. Smith, and involved in firm strategy, investor relations, operations and other cross firm and functional projects.
Prior to joining Vista, Mr. Seelbach was a Managing Director at Morgan Stanley in Hong Kong, where he led the Asia-Pacific Financial Sponsors group. He worked at Morgan Stanley for 15 years in Hong Kong, Singapore and New York, including time in the Mergers and Acquisitions, Capital Markets and Corporate Finance groups.
Mr. Seelbach is an avid squash player and serves as the Board Chair of Squash Drive in San Francisco/Oakland and is also Deputy Board Chair of St. Luke’s Preschool in San Francisco.
Education
B.A. in International Relations (Political Science and French), Amherst College, magna cum laude
Brian W. Steel
Managing Director, Strategic Communications
Firm Operations & Administration
New York
Name Brian W. Steel
Title Managing Director, Strategic Communications
Division Firm Operations & Administration
Location New York

Brian W. Steel joined Vista Equity Partners in 2021 and leads the firm’s media relations and strategic communications programs.
Prior to joining Vista, Mr. Steel was Executive Vice President of Public Relations at CNBC, where for 14 years, he was responsible for media relations, internal communications and talent management. Before CNBC, Mr. Steel was Global Head of Corporate Affairs at Citi in the Global Transaction Services business. Prior to Citi, Mr. Steel served in multiple positions in the Clinton Administration, including as a Deputy Assistant Attorney General in the Office of Policy Development at the United States Department of Justice, and as a Domestic Policy Advisor to Vice President Al Gore in The White House. Mr. Steel started his career as an Assistant District Attorney with the Manhattan District Attorney’s Office.
Education
B.A. in Psychology, Boston College
JD, New York Law School
Shelby Wanstrath
Managing Director
Firm Operations & Administration
Austin
Name Shelby Wanstrath
Title Managing Director
Division Firm Operations & Administration
Location Austin
Shelby Wanstrath joined Vista Equity Partners in 2021. Ms. Wanstrath is responsible for leading and supporting key cross-functional initiatives with a specific focus on new product development, strategic partnerships and fund management programs.
Prior to joining Vista, Ms. Wanstrath was the Co-Head of Private Equity Funds at the Teacher Retirement System of Texas where she oversaw the group’s $27 billion private equity funds portfolio and was a member of the Private Equity Investment and Management Committees. Prior to joining TRS in 2014, she led European private equity investments for Partner’s Group and held investment positions at WhiteHorse Capital and Prudential Capital Group.
Ms. Wanstrath sits on the Board of Trustees for the Dell Children’s Medical Foundation, the Dell Children’s Finance Committee and on the board of Petra Preschool.
Education
B.B.A. in Finance, Southern Methodist University
M.S. in Accounting, Cox School of Business, Southern Methodist University
M.B.A., London Business School
Bill Bindeman
Senior Vice President, Head of Finance, Vista Public Strategies
Firm Operations & Administration
San Francisco
Name Bill Bindeman
Title Senior Vice President, Head of Finance, Vista Public Strategies
Division Firm Operations & Administration
Location San Francisco

Bill Bindeman 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
Ken Burke
Senior Vice President, Head of Legal & Compliance, Vista Credit Partners
Legal & Compliance
New York
Name Ken Burke
Title Senior Vice President, Head of Legal & Compliance, Vista Credit Partners
Division Legal & Compliance
Location New York

Ken Burke joined Vista in 2020 and is a Senior Vice President and Head of Legal & Compliance for Vista Credit Partners.
Prior to joining Vista, Mr. Burke served as Deputy Chief Compliance Officer at TPG Sixth Street Partners (“TSSP”) as well as Chief Compliance Officer for TSSP’s broker dealer and BDC affiliates. Before his time at TSSP, Mr. Burke was Chief Compliance Officer of Marble Arch Investments and an associate attorney in the Securities Enforcement practice group at Gibson, Dunn & Crutcher. Ken began his career at the SEC where he spent more than seven years in the SEC’s Office of Compliance, Inspections and Examinations. While at the SEC, Ken was seconded to the US Attorney’s Office for the Southern District of New York for 18 months to assist with various white collar criminal investigations. Mr. Burke is a member of the State Bars of New York and New Jersey.
Education
B.S. in Finance, State University of New York, New Paltz, cum laude
J.D., Fordham University School of Law, magna cum laude
Jason Crichfield
Senior Vice President, Global Controller
Finance
Oakland
Name Jason Crichfield
Title Senior Vice President, Global Controller
Division Finance
Location Oakland

Jason Crichfield joined Vista Equity Partners in 2014. Mr. Crichfield is the Senior Vice President, Global Controller for Vista Equity Partners and Vista Consulting Group and oversees the accounting and finance functions related to both.
Prior to Vista, Mr. Crichfield was the Vice President Controller of the San Francisco-based publicly traded REIT BRE Properties from 2008 to 2014. While at BRE, Mr. Crichfield was responsible for all financial and SEC reporting, treasury management, tax compliance and secured lending. Before working with BRE Properties, Mr. Crichfield worked for Ernst & Young in the audit practice.
Education
B.S. in Accounting & Finance, Tulane University
M.S. in Accounting, University of Virginia
David Jacobs
Senior Vice President, Head of Finance, Vista Credit Partners
Finance
Oakland
Name David Jacobs
Title Senior Vice President, Head of Finance, Vista Credit Partners
Division Finance
Location Oakland

David Jacobs joined Vista Credit Opportunities in 2015 and is responsible for managing the finance and operational objectives for Vista Credit Partners.
Mr. Jacobs was previously a Principal at Kohlberg Kravis Roberts Co. (KKR) where he spent over 10 years as a key contributor to the launch and growth of KKR’s fixed income and alternative investments business, KKR Credit Advisors. While at KKR Credit Advisors, Mr. Jacobs was responsible for managing the portfolio accounting, valuations and investment operations functions, in addition to special project initiatives. Prior to joining KKR in 2005, Mr. Jacobs was a Senior Financial Analyst in the controller’s group at Providian Financial Corporation. Prior to that, Mr. Jacobs was at PriceWaterhouseCoopers, working within the firm’s financial services and investment management practice, where he specialized in alternative investment clients. Mr. Jacobs is also a CPA.
Education
B.S. in Business Administration, emphasis in Finance, San Diego State University
Lucy Neugart
Senior Vice President
Marketing
Austin
Name Lucy Neugart
Title Senior Vice President
Division Marketing
Location Austin

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 The University of Texas at Austin
Colin Rakita
Senior Vice President, Tax and General Partner Programs
Finance
Oakland
Name Colin Rakita
Title Senior Vice President, Tax and General Partner Programs
Division Finance
Location Oakland

Colin Rakita joined Vista Equity Partners in 2017. Mr. Rakita is responsible for the structuring of transactions across all of the Vista product lines. He is also responsible for tax compliance for the Vista funds, including global information reporting.
Prior to joining Vista, Mr. Rakita worked in the New York and San Francisco asset management practices at PricewaterhouseCoopers (PwC). While at PwC, Mr. Rakita worked with private equity, hedge fund, regulated investment companies and business development corporations on tax consulting and compliance projects.
Education
B.S. in Business Administration, The Ohio State University
Gursimarjit “Simi” Singh
Senior Vice President, Head of Compliance & Senior Counsel for Private and Public Equity
Legal & Compliance
Oakland
Name Gursimarjit “Simi” Singh
Title Senior Vice President, Head of Compliance & Senior Counsel for Private and Public Equity
Division Legal & Compliance
Location Oakland
Simi Singh joined Vista Equity Partners in 2019 and is responsible for fund, compliance and regulatory matters for Vista’s private and public equity strategies.
Prior to joining Vista, Mr. Singh was a Director and Counsel at Affiliated Managers Group (AMG), where he advised AMG’s affiliated investment management firms and global distribution platform on legal and regulatory matters. Before AMG, Mr. Singh was a Senior Compliance Associate at HedgeOp Compliance, where he focused on regulatory compliance for private fund advisers. Prior to HedgeOp Compliance, Mr. Singh was an Associate at Proskauer Rose LLP, where he worked in the Private Investment Funds group. Mr. Singh is a member of the State Bars of Massachusetts and New York and is a registered in-house counsel with the State Bar of California.
Education
B.S. in Finance and History, Rutgers University
J.D., Boston University School of Law
Nancy Whalen
Senior Vice President
Human Resources
Austin
Name Nancy Whalen
Title Senior Vice President
Division Human Resources
Location Austin

Nancy Whalen joined Vista Equity Partners in 2017. Ms. Whalen is responsible for all aspects of human capital management for employees of Vista Credit Partners and Vista Consulting Group, including setting talent strategy, recruiting, employee engagement and performance management.
Prior to joining Vista, Ms. Whalen was a Vice President at Goldman Sachs, serving as lead Human Resource Business Partner for Enterprise Operations. Before her time with Goldman Sachs, Ms. Whalen served as a senior member of the people analytics team at McKinsey & Company, led recruiting communications at AIG and held Human Resources research and consulting roles at CEB (now Gartner).
Education
B.S. in Industrial and Labor Relations, Cornell University
M.B.A., Stephen M. Ross School of Business, University of Michigan
Khalida Ali
Vice President
Diversity & Inclusion
Austin
Name Khalida Ali
Title Vice President
Division Diversity & Inclusion
Location Austin

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. Ms. Ali was named to PEI’s Future 40 Leaders in 2022 and Mergers & Acquisitions’ Private Equity Leaders in Diversity, Equity and Inclusion in 2021.
Prior to joining Vista, Ms. Ali worked at Zendesk as Head of Diversity and Inclusion, where she was responsible for building inclusive and equitable business practices across 15 international offices. Before her time with Zendesk, Ms. Ali was Vice President and Chief of Staff for Bank of America’s Global Head of Campus Recruiting and Junior Talent Management, where she established operational, business management and budgetary procedures for a global team. Prior to Bank of America, Ms. Ali was a Manager of Diversity Analytics at NBCUniversal, where she focused on developing company-wide and business unit specific diversity and inclusion strategies by leveraging workforce analytics and industry trends. Ms. Ali began her career at Morgan Stanley.
In addition to her work at Vista, Ms. Ali sits on the boards of Friends of the Children Austin and The Urban Assembly.
Education
B.A. in Economics, Spelman College, magna cum laude
Susie Choi
Vice President, Legal, M&A
Legal & Compliance
Name Susie Choi
Title Vice President, Legal, M&A
Division Legal & Compliance
Location

Susie Choi joined Vista Equity Partners in 2022 and is a Vice President of Legal, M&A.
Prior to joining Vista, Ms. Choi was a corporate associate at Gibson, Dunn & Crutcher, where her practice focused on mergers and acquisitions and other transactional matters. Before her time at Gibson Dunn, Ms. Choi worked for a number of years at Sullivan & Cromwell in New York. Ms. Choi is a member of the State Bars of New York and Texas.
Education
B.A. in Political Science, Stanford University
J.D., Stanford Law School
Domini Floyd
Vice President, Business Technology
Information & Technology
Austin
Name Domini Floyd
Title Vice President, Business Technology
Division Information & Technology
Location Austin

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
Kirk Hourdajian
Vice President
ESG
San Francisco
Name Kirk Hourdajian
Title Vice President
Division ESG
Location San Francisco

Kirk Hourdajian joined Vista Equity Partners in 2020. Mr. Hourdajian oversees Vista’s Environmental, Social and Governance (ESG) program, working with portfolio companies and deal teams to drive value creation initiatives that improve the environment, society and business.
Prior to joining Vista, Mr. Hourdajian was Senior Advisor at TPG, where he led sustainability initiatives that drove measurable business results and impact investment opportunities. Prior to TPG, Mr. Hourdajian was Director of Sustainable Business Solutions at PricewaterhouseCoopers, where he worked with leading corporations to help reduce costs and drive revenue through sustainability programs. Previously, Mr. Hourdajian worked for the Environmental Defense Fund, where he built The Carlyle Group’s first sustainability efforts.
Mr. Hourdajian also sits on the boards of the MIT Sloan School of Management Impact Investing Initiative and the Gyumri Information Technology Center, a graduate-level technology school based in Armenia that provides students and unemployed youth with the opportunity to build cutting-edge tech skills.
Education
B.S. in Chemical Engineering, Columbia University
M.B.A., Massachusetts Institute of Technology
Nataliya Kuzhylina
Vice President, Data Management
Firm Operations & Administration
New York
Name Nataliya Kuzhylina
Title Vice President, Data Management
Division Firm Operations & Administration
Location New York
Nataliya Kuzhylina joined Vista Equity Partners in 2021.
Prior to joining Vista, Ms. Kuzhylina was Head of Data Governance and Data Quality at Apollo. Before Apollo, Ms. Kuzhylina was a Senior Vice President of Data Governance at Deutsche Bank, where she built a data governance and regulatory risk framework across the enterprise. Prior to Deutsche Bank, Ms. Kuzhylina held several leadership positions at GE Capital, including building its Data & Analytics Center of Excellence and implementing the first Data Governance Program.
Education
M.S., Management and Systems, New York University
M.S., Sociology, Kharkov National University (Ukraine)
B.S., Sociology, Kharkov National University (Ukraine)
Linda Ly
Vice President
Finance
Oakland
Name Linda Ly
Title Vice President
Division Finance
Location Oakland

Linda Ly joined Vista Equity Partners in 2016. Ms. Ly is responsible for managing the accounting and finance operations and financial reporting related to Vista Equity Partners and Vista Consulting Group.
Prior to joining Vista, Ms. Ly worked at Franklin Templeton Investments as a Manager of Financial Reporting, where she focused on SEC and global reporting. Before her time with Franklin Templeton Investments, Ms. Ly worked at BRE Properties Inc. as a Manager of Financial Reporting. She started her career at KPMG in the company’s Audit Practice. Ms. Ly is also a licensed CPA (inactive).
Education
B.A. in Business Economics with a minor in Accounting and Asian American Studies, UCLA
Michelle Mittler
Vice President, Chief of Staff
Office of the President & COO
Austin
Name Michelle Mittler
Title Vice President, Chief of Staff
Division Office of the President & COO
Location Austin

Michelle Mittler joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Mittler was Chief of Staff for the CEO of Social Capital, where she acted as a strategic collaborator, force multiplier and proxy for the CEO. Before Social Capital, she served as Director of Scheduling and Executive Operations to Democratic Leader Charles E. Schumer in the U.S. Senate. Previously, she worked on Capitol Hill for a decade, including serving as Director of Scheduling and Special Events to Democratic Whip Steny H. Hoyer in the U.S. House of Representatives.
Education
B.A. in Political Science, University of Albany
M.P.S., Legislative Affairs, The George Washington University
Lynn Molfetta
Vice President, Records and Information Management
Legal & Compliance
New York
Name Lynn Molfetta
Title Vice President, Records and Information Management
Division Legal & Compliance
Location New York
Lynn Molfetta joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Molfetta was the Information Governance Program Director at Citadel, where she was responsible for building out processes and technology across several high-profile initiatives. Before Citadel, she was an Information Governance Specialist at MC Bernstein Data, where she assisted companies in managing information risks and data privacy. Prior to MC Bernstein, she was the Global Head of Records Management for both Deutsche Bank and Citigroup.
Education
B.A. in Organizational Behavior and Communications, New York University
Chris Murphy
Vice President, Legal, Portfolio Management
Legal & Compliance
Austin
Name Chris Murphy
Title Vice President, Legal, Portfolio Management
Division Legal & Compliance
Location Austin

Chris Murphy joined Vista in 2020 and is a Vice President of Legal and Portfolio Management.
Prior to joining Vista, Mr. Murphy served as General Counsel at Vista portfolio company Bonterra (formerly Social Solutions), where he was responsible for all legal, compliance and contract functions globally. Before his time with Bonterra, Mr. Murphy led the global legal and compliance teams at E2open. Prior to E2open, Mr. Murphy worked at Volusion as Assistant General Counsel and as an attorney at Dell. Mr. Murphy is a member of the State Bar of Texas.
Education
B.A. in Business Administration, The University of Texas
M.B.A. in International Business, Babson College, magna cum laude
J.D., The University of Texas School of Law, with honors
Marina Capeto Novello
Vice President, Legal
Legal & Compliance
Name Marina Capeto Novello
Title Vice President, Legal
Division Legal & Compliance
Location
Marina Capeto Novello joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Novello worked at The Carlyle Group, where she focused on global legal investments for the firm’s global credit platform. Before Carlyle, Ms. Novello was an Associate at Debevoise & Plimpton, where she advised clients on investment grade acquisition finance and leveraged financings, restructurings and other corporate finance transactions. Prior to Debevoise & Plimpton, Ms. Novello practiced law in Brazil, focusing predominantly on project finance.
Education
LL.M., Columbia Law School, Columbia University
LL.M., Corporate Law, Instituto de Ensino e Pesquisa
J.D., Pontifíca Universidade Catolica de São Paulo
Christine Poile
Vice President, Legal, Senior Counsel
Legal & Compliance
New York
Name Christine Poile
Title Vice President, Legal, Senior Counsel
Division Legal & Compliance
Location New York
Christine Poile joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Poile was a Vice President at Blackstone, where she was responsible for overseeing legal matters related to its GP stakes investment platform. Before Blackstone, she was an Associate in the Private Equity group at Goodwin, where she represented private equity, growth equity and venture capital financial sponsors as well as their portfolio companies.
Education
B.A. in Political Science, McGill University
J.D., Georgetown University Law Center, cum laude
Fiona Rees
Vice President, Head of Finance, Private Equity
Finance
Oakland
Name Fiona Rees
Title Vice President, Head of Finance, Private Equity
Division Finance
Location Oakland

Fiona Rees joined Vista Equity Partners in 2015. Ms. Rees manages the financial operations and reporting of Vista’s private equity funds.
Prior to joining Vista, Ms. Rees worked at VMG Partners as the Controller and was responsible for the financial operations and reporting for the investment funds. Prior to joining VMG Partners, Ms. Rees worked at Deloitte & Touche as a Senior Tax Consultant specializing in financial services. Ms. Rees is also a licensed CPA (inactive).
Education
B.S. in Economics and Communications, UC Davis
Keith Shoates
Vice President
Office of the CEO
Name Keith Shoates
Title Vice President
Division Office of the CEO
Location

Keith Shoates joined Vista Equity Partners in 2018 and is responsible for integrating strategic planning, operations, corporate communications and corporate initiatives in support of the firm’s Founder, Chairman and CEO, Robert F. Smith.
Prior to joining Vista, Mr. Shoates worked as a Director at Integrity Applications Incorporated (IAI), where he built the firm’s portfolio in Northern Virginia. His primary focus was the delivery of enterprise information technology solutions for federal agencies of the U.S. government, with an emphasis on the Department of Defense and the Intelligence Community. Before joining IAI, Mr. Shoates served 24 years in the U.S. Air Force as an Acquisition and Project Management Specialist for information technology, satellite, communications and command and control systems before retiring in 2011 at the rank of colonel.
Mr. Shoates is a member of the Information Technology Advisory Committee for the Northern Virginia Community College (NVCC). Composed of senior representatives of IT companies, this committee collaborates with NVCC to define curriculum and programs to develop an enduring pipeline of qualified IT professionals to meet the needs of IT companies within the greater Washington, D.C., metropolitan area. Mr. Shoates is the Founding Director and President of A View From Grace Foundation, which is dedicated to improving financial literacy, with an emphasis on continuous education, personal financial planning, debt reduction and 529 College Savings Plans for individuals and families. Mr. Shoates also sits on the boards of the Prostate Cancer Foundation, Student Freedom Initiative and Hello Alice.
Education
B.S. in Electrical Engineering, Cornell University
Master of Engineering in Electrical Engineering, Cornell University
M.B.A., Chapman University, Argyros School of Business & Economics
Master of Military Operational Art and Science, Air University
Brendan Toole
Vice President, IT Services Delivery
Information & Technology
Name Brendan Toole
Title Vice President, IT Services Delivery
Division Information & Technology
Location
Brendan Thomas Toole joined Vista Equity Partners in 2022. Mr. Toole oversees Enterprise Technology, including IT service delivery, security, architecture and cloud platform engineering capabilities across Vista Equity Partners.
Prior to joining Vista, Mr. Toole was Executive Director & Global Head of Platform Engineering at Boston Consulting Group (BCG), managing all cloud, data and analytics shared services. Before this role, Mr. Toole was BCG’s acting Chief Technology Officer, where he was responsible for moving the firm to a product engineering and agile operating model driving BCG’s business growth, profitability and innovation. Prior to his time at BCG, Mr. Toole held technology leadership positions at John Hancock Financial Services, an independent subsidiary of Manulife Financial, and IBM Corp.
Education
B.A. in History, University of Massachusetts at Amherst
Shannon Carlin
Director, Accounting
Finance
Name Shannon Carlin
Title Director, Accounting
Division Finance
Location
Shannon Carlin joined Vista Equity Partners in 2022. Ms. Carlin is responsible for accounting, financial reporting and the operational requirements of Vista Credit Partners’ registered products.
Prior to joining Vista, Ms. Carlin was a Director in PwC’s Asset and Wealth Management Practice, responsible for leading audit engagements of business development companies, private credit funds, private equity funds and hedge funds for top-tier SEC and non-SEC clients.
Education
B.S. in Accounting, University of Stellenbosch
P.G.D. in Accounting, University of Cape Town
John Coyle
Director
Finance
Oakland
Name John Coyle
Title Director
Division Finance
Location Oakland

John Coyle joined Vista Equity Partners in 2016 and is a Director. Mr. Coyle manages the financial operations and reporting of Vista’s credit funds.
Prior to joining Vista, Mr. Coyle worked as Assistant Controller at WMD Asset Management, where he was responsible for the financial operations and reporting for the investment funds. Before his time at WMD, he worked as a Manager of Investment Operations at KKR, where he was responsible for investment operations and performance reporting of KKR’s credit funds. Prior to KKR, Mr. Coyle worked as a Staff Accountant at Rothstein Kass.
Education
B.A. in Business Economics and Spanish, UC Santa Barbara
Ashley Crill
Director
Human Resources
Austin
Name Ashley Crill
Title Director
Division Human Resources
Location Austin

Ashley Crill joined Vista Equity Partners in 2019. Ms. Crill is responsible for all aspects of human capital management for employees of the Private Equity, Capital & Partner Solutions and Firm Operations teams, including setting talent strategy, total rewards, employee engagement and performance management.
Prior to joining Vista, Ms. Crill was Head of Human Resources at Abrigo. Before Abrigo, she was a Senior HR Generalist at Assurant. Prior to Assurant, Ms. Crill was a HR Generalist in the Oil & Gas industry.
Education
B.S. in Human Resource Development, Texas A&M University
M.S. in Human Resource Development, University of Houston
Amitabh Desai
Director
Office of the CEO
New York
Name Amitabh Desai
Title Director
Division Office of the CEO
Location New York
Ami Desai joined Vista Equity Partners in 2020. Mr. Desai supports the firm’s founder Robert F. Smith, assists portfolio companies and limited partners, and develops strategic initiatives.
Prior to joining Vista, Mr. Desai served as President Clinton’s Foreign Policy Adviser for 13 years, where he oversaw international strategy, led new partnerships, and managed relationships with Heads of State, business leaders, philanthropists and NGOs around the globe. Previously, Mr. Desai served as Legislative Aide on foreign policy to then-Senator Hillary Rodham Clinton. Mr. Desai began his career at JPMorgan, working on mergers and acquisitions in the technology, media and telecom sectors. He also has experience at the United Nations, Crisis Group, Senator Ted Kennedy’s office and the Greater New York Hospital Foundation, where he helped create a technology platform to better connect low-income New Yorkers with health services.
Mr. Desai currently sits on the board of NPower, a nonprofit organization launching digital careers for military veterans and young adults from underserved communities.
Education
B.A. in Public Health, Johns Hopkins University
M.A. in Foreign Policy, Columbia University, School of International and Public Affairs
Brooke Ferguson
Director
Marketing
Austin
Name Brooke Ferguson
Title Director
Division Marketing
Location Austin

Brooke Ferguson joined Vista Equity Partners in 2021 and is a Director.
Prior to joining Vista, Ms. Ferguson was Vice President of Marketing and Communications at Adams Street Partners, where she focused on internal and external communications and served as a member of Adams Street’s Editorial Board. Before her time with Adams Street, Ms. Ferguson was Vice President of Investor Relations at Citadel, where she prepared and distributed communications to global executives and investors. Prior to Citadel, Ms. Ferguson held multiple client-facing roles at Bernstein Global Wealth Management.
Education
B.A. in International Relations and French, Lake Forest College
Ryan Mingo
Director
Credit
New York
Name Ryan Mingo
Title Director
Division Credit
Location New York

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
Autumn Gloetzner
Director, Workplace Design and Construction
Human Resources
Name Autumn Gloetzner
Title Director, Workplace Design and Construction
Division Human Resources
Location
Autumn Gloetzner joined Vista Equity Partners in 2021. In her role, she oversees the design and construction for Vista’s real estate portfolio.
Prior to joining Vista, Ms. Gloetzner was a Workplace Leader at DLR Group, where she led and managed projects designing collaborative workspaces tailored to individual clients. While at DLR Group, she led the design of all six of Vista’s offices. Before DLR, Ms. Gloetzner was a Senior Designer at PDR, a design, architecture and consulting firm.
Education
B.Arch in Architecture, University of Houston, cum laude
B.S in Environmental Design, University of Houston, cum laude
Advanced Management, Executive Education, Jones Graduate School of Business, Rice University
Amanda Gonzalez
Director, Events
Marketing
Name Amanda Gonzalez
Title Director, Events
Division Marketing
Location
Amanda Gonzalez joined Vista Equity Partners in 2022 and is responsible for event operations and strategy.
Prior to joining Vista, Ms. Gonzalez was Global Head of Events, Securities Services at BNY Mellon, where she was responsible for global event strategy to drive sales enablement and marketing campaigns. Before serving as Global Head of Events, Ms. Gonzalez was Vice President of Treasury Services at BNY Mellon, where she managed events and led cross-functional teams including sales and relationship management, technology, corporate marketing and communications.
Education
B.S. in Business Administration, American University
Ashleigh Gorman
Director, Marketing Technology and Insights
Firm Operations & Administration
Austin
Name Ashleigh Gorman
Title Director, Marketing Technology and Insights
Division Firm Operations & Administration
Location Austin

Ashleigh Gorman joined Vista Equity Partners in 2016. Ms. Gorman is responsible for leading the firm’s marketing technology team and advancing marketing intelligence to advantage the firm’s sourcing and fundraising strategies.
Prior to joining Vista, Ms. Gorman served in Demand Generation leadership roles at SaaS enterprise software companies such as Invodo, Leaf Group and Pluck (acquired by Sprinklr), where she focused on martech platform implementations, marketing and sales methodology, digital UX strategy and marketing intelligence.
Education
B.A. in Business, Economics and Sociology, Hampshire College
Max Gross
Director, Strategic Communications
Firm Operations & Administration
New York
Name Max Gross
Title Director, Strategic Communications
Division Firm Operations & Administration
Location New York
Max Gross joined Vista Equity Partners in 2022 and is a Director of Strategic Communications.
Prior to joining Vista, Mr. Gross was a Managing Director at FGS Global. Before FGS Global, he was the Deputy Director of Research at the Office of the New York State Attorney General, where he led various public policy research initiatives. Mr. Gross began his career working for New York City, serving as a Senior Investigator for CCRB, the City’s civilian police oversight board.
Education
B.A. in Criminal Justice, The George Washington University
M.A. in Public Administration, Columbia University, School of International and Public Affairs
Jim Hansen
Director, Finance, Vista Public Strategies
Firm Operations & Administration
Austin
Name Jim Hansen
Title Director, Finance, Vista Public Strategies
Division Firm Operations & Administration
Location Austin
Jim Hansen joined Vista Public Strategies in 2023.
Prior to joining Vista, Mr. Hansen was Chief Operating Officer at Hill Country Asset Management, where he oversaw the launch of the firm’s flagship fund and was responsible for designing and implementing operational infrastructure to support equity and fixed income products. Before Hill Country Asset Management, Mr. Hansen was Managing Director at MKP Capital Management, where he managed the middle office team, supporting all MKP investment teams and financing activity.
Education
B.S. in Finance, Saint Joseph’s University
Susan McCartin
Director, IT Governance
Information & Technology
Name Susan McCartin
Title Director, IT Governance
Division Information & Technology
Location
Susan McCartin joined Vista Equity Partners in 2021 and is responsible for IT Governance.
Previously, Ms. McCartin was an IT Strategy Consultant at Vista. Prior to joining Vista, Ms. McCartin was Senior Manager of IT Transformation at BCG, where she implemented IT opportunities for business processes. Before BCG, Ms. McCartin was Director of the Program Management Office at Bain Capital.
Education
B.A. in Engineering and Environmental Studies, Dartmouth College
M.P.P. and M.U.P., Harvard Kennedy School
Ryan Montoya
Director, Valuation
Finance
Oakland
Name Ryan Montoya
Title Director, Valuation
Division Finance
Location Oakland

Ryan Montoya joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Montoya was a Director in the Credit Monitoring group at Golub Capital. Before Golub Capital, he spent over a decade at Valuation Research Corporation (VRC), where he held several positions, most recently as a Senior Vice President.
Education
B.A. in Economics, Pomona College
Ashot Navasardyan
Director, Development
Office of the CEO
San Francisco
Name Ashot Navasardyan
Title Director, Development
Division Office of the CEO
Location San Francisco
Ashot Navasardyan joined Vista Equity Partners in 2014 and focuses on expanding international business opportunities.
Prior to joining Vista, Mr. Navasardyan managed investment projects and international business development at Interactive Brokers and was a Senior Investment Banker specializing in corporate finance and mergers and acquisitions at Spencer Clarke in New York. Mr. Navasardyan began his career as a Technology Consultant at Accenture and had previously worked at the World Bank while completing his master’s at George Washington University.
Education
M.S. in Economics and Politics, London School of Economics
M.A. in International Policy, George Washington University
M.B.A., Columbia Business School
Jacob Schuster
Director
Marketing
Austin
Name Jacob Schuster
Title Director
Division Marketing
Location Austin
Jacob Schuster joined Vista Equity Partners in 2022. Mr. Schuster is responsible for developing external communications that advance Vista’s business efforts.
Prior to joining Vista, Mr. Schuster was a Senior Vice President at fama PR, where he led public relations strategy and execution for a range of enterprise technology clients, from growth stage startups to large public companies. Before fama PR, Mr. Schuster was an Account Director at DPA Communications, where he focused on client messaging and positioning and media relations.
Education
B.A. in Communications, Northeastern University
Rachel Stark
Director, Financial Planning & Analysis
Finance
Oakland
Name Rachel Stark
Title Director, Financial Planning & Analysis
Division Finance
Location Oakland

Rachel Stark joined Vista Equity Partners in 2015. Ms. Stark is responsible for managing financial reporting, planning and analysis for the firm.
Prior to joining Vista, Ms. Stark worked as a Finance Manager for Athleta. Before her time with Athleta, Ms. Stark worked at VF Corporation and Guess? in FP&A, and started her career at PricewaterhouseCoopers in the audit practice.
Education
B.A. in Business Economics, Emphasis in Accounting, UC Santa Barbara
M.B.A., UCLA Anderson School of Management
Carter Tatum
Director, Talent
Human Resources
Austin
Name Carter Tatum
Title Director, Talent
Division Human Resources
Location Austin

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
Brendan Renehan
Director
Credit
New York
Name Brendan Renehan
Title Director
Division Credit
Location New York

Brendan Renehan joined Vista Credit Partners in 2018. Mr. Renehan is responsible for the origination and evaluation of both private and public investments across Vista’s credit platform.
Prior to joining Vista, Mr. Renehan worked at Ares Management in the Direct Lending division for four years, most recently as a Senior Associate. While at Ares, Mr. Renehan underwrote and maintained credit facilities for corporate and sponsor-backed companies across a wide array of industries. In addition to his credit responsibilities, Mr. Renehan also assisted in strategic endeavors of the firm, including portfolio acquisitions and fundraising activities. Before his time with Ares Management, Mr. Renehan was an Analyst at Bank of America Merrill Lynch in the Leveraged Finance division.
Mr. Renehan is a board member of Rocket Lawyer and a board observer of AssureCare, Artsy, Certane and TCGPlayer.
Education
B.A. in Political Economy, Georgetown University
John Sette
Director, Head of Credit Trading
Credit
Name John Sette
Title Director, Head of Credit Trading
Division Credit
Location

John Sette joined Vista Credit Partners in October 2020 as Head of Credit Trading and is responsible for sourcing, evaluating and executing trades in syndicated credit and special situation opportunities.
Prior to joining Vista, Mr. Sette served as Managing Director in the trading team at Anchorage Capital Group, where he was responsible for sourcing, executing and managing investment ideas in distressed credit, equities and options. Before his time with Anchorage, Mr. Sette was a Research Assistant at Citigroup within the Real Estate Equity Research team.
Education
B.S. in Commerce, Finance Concentration, University of Virginia
Lendell Thompson
Director
Credit
Oakland
Name Lendell Thompson
Title Director
Division Credit
Location Oakland

Lendell Thompson joined Vista Credit Partners in 2017.
Prior to joining Vista, Mr. Thompson worked at Wells Fargo Capital Finance as Managing Director, where he managed a portfolio of senior secured loans for private and public software companies, managed customer relationships, structured and underwrote financings for leveraged buyouts, dividend recapitalizations, acquisitions and funding growth, and refinanced existing corporate debt. He also helped found Wells Fargo’s Technology Finance division and was a member of the division’s Credit Committee. Before his time with Wells Fargo, Mr. Thompson worked at the Federal Reserve Bank of New York, where he evaluated cross-border financial investment flows.
Education
B.A. in Economics, Columbia University
M.B.A., UCLA Anderson School of Management
Shawn Tierney
Director
Credit
Name Shawn Tierney
Title Director
Division Credit
Location
Shawn Tierney joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Tierney was a Vice President at The Carlyle Group. During his 9 years at Carlyle, he worked in Portfolio Management with a focus on Liability Management across the firm’s Direct Lending platform. Before Carlyle, he was an Associate at PricewaterhouseCoopers, where worked as a CPA in the Asset Management practice.
Education
B.S. in Accounting, Binghamton University
Ryan Crabtree
Vice President
Credit
Chicago
Name Ryan Crabtree
Title Vice President
Division Credit
Location Chicago

Ryan Crabtree joined Vista Credit Partners in 2018.
Prior to joining Vista, Mr. Crabtree worked as a Lead Financial Analyst at GE Capital in the Industrial Finance group, as well as completed GE’s Financial Management Program.
Education
B.B.A. in Finance and Economics, University of Iowa
Alexandra Fen
Vice President
Credit
New York
Name Alexandra Fen
Title Vice President
Division Credit
Location New York

Alexandra Fen joined Vista Credit Partners in 2021.
Prior to joining Vista, Ms. Fen was a Director and Product Specialist on the Opportunistic Credit team at Apollo Global Management, where she was responsible for product development, fundraising and investor relations management. Before her time with Apollo, Ms. Fen was an Investment Banking Analyst at J.P. Morgan, where she worked in the Leveraged Finance group.
Education
B.A. in Mathematics, Finance and French, Washington University in St. Louis
Jack Holby
Vice President
Credit
New York
Name Jack Holby
Title Vice President
Division Credit
Location New York

Jack Holby joined Vista Credit Partners in 2021.
Prior to joining Vista, Mr. Holby was a Senior Associate at The Carlyle Group, where he worked within Carlyle Illiquid Credit focused on software and technology.
Education
B.S. Mathematics, St. Lawrence University
Rodrigo Serna
Vice President
Credit
New York
Name Rodrigo Serna
Title Vice President
Division Credit
Location New York
Rodrigo Serna joined Vista Credit Partners in 2023.
Prior to joining Vista, Mr. Serna was most recently a Principal at Oak Hill Advisors, where he underwrote and maintained private credit and equity investment opportunities in infrastructure, real assets and real estate. Before Oak Hill, Mr. Serna was a Senior Associate at Citadel, where he worked in technology public equities focusing on software.
Education
B.S. in Electrical Engineering, University of Illinois at Urbana-Champaign
Jing Wen
Vice President, Quantitative Modeling and Analytics
Credit
New York
Name Jing Wen
Title Vice President, Quantitative Modeling and Analytics
Division Credit
Location New York
Jing Wen joined Vista Credit Partners in 2022.
Prior to joining Vista, Ms. Wen was a Vice President at Blackstone in the Quantitative Portfolio Solutions group of Blackstone Credit, where she developed tools that leveraged alternative data and machine learning to inform investments. Before Blackstone, Ms. Wen was a Vice President Quantitative Analyst at Merrill Lynch in the Global Wealth and Investment Management group, where she developed and implemented quantitative investment modeling and analytics. Prior to this role, Ms. Wen was a Quantitative Associate in the Global Valuation group at Merrill, where she conducted price valuation processes for interest rate products.
Education
B.S. in Applied Mathematics & Statistics and Economics, Macalester College
M.S. in Biostatistics, Harvard University
Humayra Kabir
Senior Associate
Credit
New York
Name Humayra Kabir
Title Senior Associate
Division Credit
Location New York

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
Rachel Krug
Senior Associate, Fund Management
Credit
Chicago
Name Rachel Krug
Title Senior Associate, Fund Management
Division Credit
Location Chicago
Rachel Krug joined Vista Credit Partners in 2020.
Prior to joining Vista, Ms. Krug served as a Financial Analyst at Wells Fargo & Company, where she focused on the Commercial and Industrial sector within the Middle Market Banking group.
Education
B.S. in Business Administration, University of Missouri
George Lu
Senior Associate
Credit
New York
Name George Lu
Title Senior Associate
Division Credit
Location New York
George Lu joined Vista Credit Partners in 2021.
Prior to joining Vista, Mr. Lu was on the Credit Opportunities team at Bregal Sagemount, where he underwrote non-sponsored and special situations investments in the technology and business services sectors. Before Bregal Sagemount, Mr. Lu was an Associate at Partners Group, where he was an investment professional across private equity and credit.
Education
B.A. in Mathematics, Economics, Northwestern University, magna cum laude
A.M. Economics, Harvard University
Mimi Messawer
Senior Associate
Credit
New York
Name Mimi Messawer
Title Senior Associate
Division Credit
Location New York

Mimi Messawer joined Vista Credit Partners in 2019.
Prior to joining Vista, Ms. Messawer served as an Analyst in the Global High Yield group at Barings, where she focused on the Industrials sector.
Education
B.B.A. in Finance, Terry College of Business, University of Georgia
Erin Myers
Senior Associate, Fund Management
Credit
Chicago
Name Erin Myers
Title Senior Associate, Fund Management
Division Credit
Location Chicago

Erin Myers 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
Percil Parikh
Senior Associate
Credit
New York
Name Percil Parikh
Title Senior Associate
Division Credit
Location New York
Percil Parikh joined Vista Credit Partners in 2021.
Prior to joining Vista, Mr. Parikh was an Associate at CPP Investments, where he focused on the Business Services and Industrials sectors within the Americas Leveraged Finance group.
Education
B.B.A. in Finance, Schulich School of Business, York University
Dillon L. Cope
Associate
Credit
New York
Name Dillon L. Cope
Title Associate
Division Credit
Location New York
Dillon L. Cope joined Vista Credit Partners in 2020.
Prior to joining Vista, Mr. Cope served as an Associate in the Debt Capital Markets group at Bank of America Merrill Lynch in Hong Kong, where he focused on Investment Grade and High Yield credit origination and syndication. Before his time in Hong Kong, Mr. Cope worked as an Analyst in the Global Risk Management group in New York.
Education
B.A. in International Politics and Economics, Middlebury College
Emily Dang
Associate
Credit
New York
Name Emily Dang
Title Associate
Division Credit
Location New York
Emily Dang joined Vista Credit Partners in 2022.
Prior to joining Vista, Ms. Dang was an Associate at Balance Point Capital, where she focused on the Consumer and Business Services sectors. Before Balance Point Capital, Ms. Dang was an Equity Research Associate at Evercore.
Education
B.A. in Mathematics, Cornell University
Dillon Dunteman
Associate
Credit
New York
Name Dillon Dunteman
Title Associate
Division Credit
Location New York
Dillon Dunteman joined Vista Credit Partners in 2021.
Prior to joining Vista, Mr. Dunteman was an Associate at The Firmament Group, where he invested private equity and debt capital in lower middle market businesses and early-stage startups.
Education
B.S. in Mechanical Engineering, Harvard University
Kyle Jonas
Associate
Credit
New York
Name Kyle Jonas
Title Associate
Division Credit
Location New York
Kyle Jonas joined Vista Credit Partners in 2022.
Prior to joining Vista, Mr. Jonas was a Senior Associate on the Leveraged Finance team at Silicon Valley Bank, where he underwrote and maintained credit facilities for sponsor-backed companies in the technology sector. Before Silicon Valley Bank, Mr. Jonas was an Associate at HQ Capital.
Education
B.A. in Economics and Business, St. Lawrence University, magna cum laude
Joanne Lee
Associate
Credit
New York
Name Joanne Lee
Title Associate
Division Credit
Location New York
Joanne Lee joined Vista Credit Partners in 2022.
Prior to joining Vista, Ms. Lee was an Analyst at Bain Capital Credit, where she oversaw and evaluated high-yield credit assets for companies in the TMT and Chemicals industries. Before Bain Capital, Ms. Lee was a Private Wealth Management Summer Analyst at Goldman Sachs.
Education
B.A. in Statistics, Harvard University
Andrew Putt
Associate
Credit
New York
Name Andrew Putt
Title Associate
Division Credit
Location New York
Andrew Putt joined Vista Credit Partners in 2022.
Prior to joining Vista, Mr. Putt was an Investment Banking Analyst at Ducera Partners, where he worked on the development, structuring and financing of transactions, including restructurings and recapitalizations. Before Ducera, Mr. Putt was an Investment Banking Analyst Intern at Falcon Capital Partners.
Education
B.B.A. in Finance, Villanova University
Yumi Zhao
Associate
Credit
New York
Name Yumi Zhao
Title Associate
Division Credit
Location New York
Yumi Zhao joined Vista Credit Partners in 2022.
Prior to joining Vista, Ms. Zhao was a Credit Investment Analyst at Credit Suisse Asset Management, where she focused on broadly syndicated loans and high-yield bonds in the software, logistics and environmental service sectors.
Education
B.A. in Economics, Sociology and International Studies, The Johns Hopkins University
Kevin Sofield
Managing Director
Capital Markets
Austin
Name Kevin Sofield
Title Managing Director
Division Capital Markets
Location Austin

Kevin Sofield joined Vista Equity Partners in 2013. Mr. Sofield is responsible for managing all portfolio company financing activities, from original buyout to recapitalization, and including acquisition and refinancing activities. Additionally, Mr. Sofield serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform.
Prior to joining Vista, Mr. Sofield spent over a decade in the Leveraged Finance group at Goldman, Sachs & Co., culminating in his role as Managing Director and Head of West Region Leveraged Finance. In this role, he advised corporate and sponsor clients on all manners of financing, including asset-based loans, traditional bank loans, institutional loans, high yield bonds and hybrid structures. Mr. Sofield began his career as an Officer in the United States Navy.
In addition to his work at Vista, Mr. Sofield serves as a Board Member of the Special Operations Warrior Foundation of Tampa, Florida.
Education
B.S. in Aerospace Engineering, United States Naval Academy, with Distinction
M.B.A., Robert H. Smith School of Business, University of Maryland
Clifford Chiu
Senior Advisor
Executive Committee
Austin
Name Clifford Chiu
Title Senior Advisor
Division Executive Committee
Location Austin

Clifford K. Chiu joined Vista Equity Partners in 2015 as a Senior Advisor to the Firm. Mr. Chiu also now serves as a Senior Advisor to Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Additionally, Mr. Chiu sits on the boards of Acquia, Allvue Systems, Apptio, Finastra, Fusion Risk Management, LogicMonitor and Securonix.
Outside of Vista, Mr. Chiu is a corporate director and private investment firm senior advisor, as well as a board or committee appointee to government bodies and non-governmental organizations in financial services, enterprise software, data and technology-enabled solutions, healthcare, education, social welfare and the arts located throughout the United States and Hong Kong. He is a member of the National Committee on United States-China Relations, including participation in its U.S.-China Track II Dialogue on the Digital Economy. On July 15, 2022, President Joe Biden announced his intent to appoint Mr. Chiu to serve as a member, Commission on Presidential Scholars.
Prior to joining Vista, he was a partner at Kohlberg Kravis Roberts & Co. (KKR) where he founded and led capital raising and investor relations for the Asia Pacific region. Mr. Chiu has served as a senior advisor to Neuberger Berman Group (and member of NSBH) in Hong Kong, and was a public appointee on the Advisory Panel of Cyberport.hk. He was appointed to the Policy Research Committee and then the Market Development Committee of the HK Financial Services Development Council (FSDC) from inception in 2013 until its January 2019 incorporation, as well as the Investment Committee of the West Kowloon Cultural District Authority from 2013 until his final term expired in December 2020.
With a career spanning more than four decades, Mr. Chiu previously served as a managing director and head of Asian institutional business at JP Morgan Asset Management, and as managing director and head of Hong Kong investment banking and before then co-head of Japan investment banking at Salomon Smith Barney/Citigroup and its predecessors based in New York, Hong Kong and Tokyo. He is a former director and audit committee member of Hsin Chong Construction Group (Hang Seng: 0404.HK), Cambium Learning Group (Nasdaq: ABCD), where he chaired the special independent committee associated with its December 2018 acquisition, the Regulatory Data Corp. until its sale to Moody’s Corp. in January 2020, Infoblox, Inc. until its investment by Warburg Pincus in December 2020, Ping Identity (formerly NYSE: PING) until May 2021 and TIBCO Software until its September 2022 combination with Citrix Systems. Additionally, Mr. Chiu served as a director of the Hong Kong Hospital Authority’s United Christian Hospital and Tseung Kwan O Hospital for over a decade, and as treasurer of the New York City Mission Society.
Mr. Chiu is a director or trustee of the Seton Fund, Greater Austin Asian Chamber of Commerce, Health Alliance for Austin Musicians (HAAM) and St. James Settlement. A lifelong champion of education and healthcare, Mr. Chiu has served on the global advisory boards of the Weingarten Learning Resources Center at the University of Pennsylvania and of the University of Chicago Booth School of Business where in 2015 he was appointed the first “distinguished executive-in-residence” at its Hong Kong campus. Through the Clinton Global Initiative, Mr. Chiu launched a 2015 commitment to action, “K-12 Learning Through Global Connectivity” in language arts and STEM skills. Mr. Chiu also endowed annual scholarships at his alma maters Chicago Booth and the University of Pennsylvania as well as the Hong Kong University Medical School, Pomona College, and the Tuck School of Business at Dartmouth, for which collectively Mr. Chiu is credited for mentoring hundreds of students and alumni. Additional community partnerships for Mr. Chiu include Dell Seton and Ascension Seton Medical Centers in student mental health and underinsured COVID-19 pandemic patients. In 2020, Mr. Chiu’s first-ever OpEd entitled “We Must Denounce Hate Against Asian-Americans” was published in the Austin American-Statesman, which inspired the City of Austin, Texas’ Proclamation of October 1st as Asian American/Pacific Islander Community Day.
Education
B.S. in Economics, University of Pennsylvania, Wharton School of Business
M.B.A., University of Chicago Booth School of Business
Andy Ugarte
Senior Vice President
Capital & Partner Solutions
Austin
Name Andy Ugarte
Title Senior Vice President
Division Capital & Partner Solutions
Location Austin
Andy Ugarte joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Ugarte spent over 10 years at Evercore, most recently as Managing Director and Co-Head of the Hong Kong generalist M&A Advisory group. While at Evercore, Mr. Ugarte provided advice to sponsor and corporate clients on complex cross-border M&A transactions, domestic M&A transactions across Southeast Asia and the United States, and GP minority stake sales. Before Evercore, Mr. Ugarte worked at Macquarie Capital, where he served as an Investment and Advisory Professional in the Principal Transactions group in the United States and the Infrastructure Advisory group in Canada.
Education
BCom. in Finance, University of British Columbia
M.B.A., Finance and Entrepreneurial Management, The Wharton School, University of Pennsylvania
Hannah Dolgin
Vice President
Capital & Partner Solutions
New York
Name Hannah Dolgin
Title Vice President
Division Capital & Partner Solutions
Location New York
Hannah Dolgin joined Vista Equity Partners in 2021.
Prior to joining Vista, Ms. Dolgin worked as an Investment Banking and Growth Equity Associate at the Raine Group. Before her time with Raine, Ms. Dolgin worked as a Product Development and Investor Relations Associate at SECOR Asset Management. Prior to SECOR, Ms. Dolgin worked at J.P. Morgan Asset Management as an Alternative Capital Markets Analyst developing investment solutions for clients in hedge funds, private equity and private real estate offerings.
Education
B.S. in Business Administration and Management, Cornell University
M.B.A., Columbia Business School
John Guay
Vice President
Capital & Partner Solutions
Name John Guay
Title Vice President
Division Capital & Partner Solutions
Location
John Guay joined Vista Equity Partners in 2023 and is responsible for Vista’s Capital & Partner Solutions engagement and client development efforts throughout Canada and the Northeast United States.
Prior to joining Vista, Mr. Guay was a Principal at Park Hill Group, where he was responsible for the distribution of private markets offerings to institutional investors throughout a similar jurisdiction and based in New York. Before his time with Park Hill, Mr. Guay began his career within the Institutional Marketing Group at Lazard Asset Management, focused specifically on corporate plan sponsor and institutional investment consultant coverage.
Education
B.A. in Economics, Wesleyan University
Andrew Jopling
Vice President
Capital & Partner Solutions
New York
Name Andrew Jopling
Title Vice President
Division Capital & Partner Solutions
Location New York
Andrew Jopling joined Vista Equity Partners in 2022. Mr. Jopling is responsible for working with Vista’s investor base on co-investment and direct investment opportunities across investment platforms.
Prior to joining Vista, Mr. Jopling spent 7 years at Goldman Sachs, where he was a Vice President in the firmwide Alternatives Capital Markets & Strategy group, driving institutional capital markets, capital raising and client strategy for alternative investments across all asset classes. Before Goldman Sachs, Mr. Jopling was an Analyst at Hudson Advisors focused on distressed credit and portfolio analytics.
Education
B.B.A., Accounting, Southern Methodist University
M.S.A., Accounting and Finance, Southern Methodist University
Dawan Koo
Vice President
Capital & Partner Solutions
Name Dawan Koo
Title Vice President
Division Capital & Partner Solutions
Location
Dawan Koo joined Vista Equity Partners in 2021. Mr. Koo focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout Asia.
Prior to joining Vista, Mr. Koo was Director of Business Development and Investor Relations at Värde Partners, where he focused on relationship-building and capital-raising initiatives across East Asia. Before his time at Värde, Mr. Koo worked at HarbourVest Partners in Hong Kong as an Investment Associate. Prior to HarbourVest, he worked at Credit Suisse as an Analyst and at AB Bernstein as an Assistant Vice President.
Education
B.S. in Applied Economics and Management, Cornell University, magna cum laude
Tom McCabe
Vice President
Capital & Partner Solutions
New York
Name Tom McCabe
Title Vice President
Division Capital & Partner Solutions
Location New York
Tom McCabe joined Vista Equity Partners in 2021 and is a Vice President. Mr. McCabe contributes to the project management of Vista’s capital campaigns across investment strategies.
Prior to joining Vista, Mr. McCabe was an Associate on the Investor Relations and Business D