May Review: Read about Vista’s latest investments and activity during the month of May. Read More

About / Team

Experienced. Innovative. Focused. We Are Vista.

Our team knows enterprise software. We bring extensive transaction, operating and strategic expertise to propel our companies forward.

Executive Committee

Disclosures

Private Equity International’s 40 under 40: Future Leaders recognition is an annual recognition that was presented 05/2024. The 2023 GrowthCap Top 40 Under 40 Growth Investors recognition is an annual recognition that was presented 01/2024, which included a participation fee for consideration. The 2023 WSJ Pro Private Equity Women To Watch List is an annual list that was presented 11/2023 in which nominees were required to apply for nomination. The 2023 GrowthCap Top Software Investors of 2023 recognition is an annual recognition that was presented 10/2023, which included a participation fee for consideration. The Insider’s Wall Street’s Rising Stars for 2023 recognition is an annual recognition that was presented 09/2023. The 2023 GrowthCap Top Women Leaders in Growth Investing of 2023 recognition is an annual recognition that was presented 07/2023, which included a participation fee for consideration. The 2022 GrowthCap Top 40 Under 40 in Growth Investing recognition is an annual recognition that was presented 12/2022, which included a participation fee for consideration. The 2022 Insider 100 People Transforming Business recognition is an annual recognition that was presented 11/2022. Forbes 30 Under 30, PEI’s Future 40 and Buyouts’ Women in Private Equity nominees were required to apply for nomination.

The Vista Team

Browse by Group

or

Search by Name

Nothing found matching that query.

Name sort icon

Title sort icon

Division sort icon

Location sort icon

Lauren Dillard

Senior Managing Director, Chief Financial Officer

Firm Operations & Administration

Austin

Name Lauren Dillard

Title Senior Managing Director, Chief Financial Officer

Division Firm Operations & Administration

Location Austin

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

Lauren Dillard joined Vista Equity Partners in 2022 as Chief Financial Officer. Ms. Dillard serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.

Prior to joining Vista, Ms. Dillard spent over two decades 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

Greg Myers

Senior Managing Director, Global Head of Capital & Partner Solutions

Capital & Partner Solutions

New York

Name Greg Myers

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

Division Capital & Partner Solutions

Location New York

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

Greg Myers joined Vista Equity Partners in 2017 and is the Global Head of Capital & Partner Solutions. Mr. Myers is responsible for managing the Capital & Partner Solutions team and leading the firm’s investor development and capital raising activities. Additionally, Mr. Myers serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.

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

Education

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

Rachel Arnold

Senior Managing Director

Private Equity, Endeavor

Austin

Name Rachel Arnold

Title Senior Managing Director

Division Private Equity, Endeavor

Location Austin

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

Rachel Arnold has over two decades of experience investing in and scaling growth at market-leading software companies. Ms. Arnold is Co-Head of the Vista Endeavor Funds and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. She currently sits on the boards of BigTime, BlueConic, Jebbit, RadarFirst, Resilinc and Tripleseat, and is involved with the firm’s investments in COMPLY, Innovapptive and mabl. She was actively involved with the firm’s investments in AGDATA, Autotask, Benchmark Gensuite, BigMachines, Bonterra, Bullhorn, Dispatch, Kibo, Lanyon, Lone Wolf, Naviga, PeopleAdmin, Relias Learning, SecureLink, WorkTango and Zapproved. Ms. Arnold was named one of GrowthCap’s Top Women Leaders in Growth Investing in 2022 and 2023, 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

David Flannery

Senior Managing Director, President of Vista Credit Partners

Credit

New York

Name David Flannery

Title Senior Managing Director, President of Vista Credit Partners

Division Credit

Location New York

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

David Flannery joined Vista Credit Partners (“VCP”) in New York in 2018 as its President and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Mr. Flannery reports to Vista’s Founder, Robert F. Smith, and is responsible for setting strategy for VCP, in addition to overseeing all credit transactions.

Before joining Vista, Mr. Flannery was a partner with Blackstone’s GSO Capital. He was Co-Head and Joint Portfolio Manager of the Capital Solutions Funds and a member of the Distressed Credit Investment Committee. Prior to joining GSO, Mr. Flannery was a Portfolio Manager with Anchorage Capital in New York. He focused on illiquid credit investing and was a member of the CLO Investment Committee and Risk Committee. Prior to Anchorage, Mr. Flannery worked at Bank of America Merrill Lynch (“BAML”) where he held several global group head roles, including Chief Risk Officer of Global Banking & Markets and Global Head of Leveraged Finance & Capital Markets. Before joining BAML, Mr. Flannery was the Global Head of Leveraged Finance at Deutsche Bank. He began his career at Bankers Trust Company in 1992 in the high yield bond department.

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

Education

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

Gwen Reinke

Senior Managing Director, Chief Compliance Officer, Co-Head, Legal & Compliance

Legal & Compliance

San Francisco

Name Gwen Reinke

Title Senior Managing Director, Chief Compliance Officer, Co-Head, Legal & Compliance

Division Legal & Compliance

Location San Francisco

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

Gwen Reinke joined Vista Equity Partners in 2014 and serves as Senior Managing Director, overseeing the firm’s global regulatory and compliance functions and internal 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. Before 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 and Manager of Financial Reporting for Charles Schwab Corporation. She started her career in the audit department at Deloitte and Touche. 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

Mati Adler

Managing Director, Head of Product

Capital & Partner Solutions

New York

Name Mati Adler

Title Managing Director, Head of Product

Division Capital & Partner Solutions

Location New York

Mati Adler joined Vista Equity Partners in 2023 and is responsible for the Capital & Partner Solutions product strategy.

Prior to joining Vista, Mr. Adler was a Managing Director at Brookfield Asset Management, where he oversaw global fundraise product management across private funds. Before Brookfield, Mr. Adler was a Managing Director at Angelo, Gordon & Co., where he led product management across several asset classes. Prior to Angelo, Gordon, & Co., Mr. Adler served as a Distressed Debt and Special Situations Product Specialist at Oaktree Capital Management. Before Oaktree Capital, he worked as an Associate at Credit Suisse First Boston on the Mergers & Acquisitions team.

Education

B.A. in Astronomy, Columbia University
M.B.A., The Tuck School of Business, Dartmouth College

Julian Bostic

Managing Director

Capital & Partner Solutions

Chicago

Name Julian Bostic

Title Managing Director

Division Capital & Partner Solutions

Location Chicago

Julian Bostic, Managing Director, Vista Equity Partners

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

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

Education

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

Lucia de Cardenas

Managing Director

Capital & Partner Solutions

Name Lucia de Cardenas

Title Managing Director

Division Capital & Partner Solutions

Location

Lucia de Cardenas joined Vista Equity Partners in 2023. Ms. de Cardenas is responsible for European investor development and capital-raising activities for Vista Credit Partners.

Prior to joining Vista, Ms. de Cardenas spent 15 years at GoldenTree Asset Management, where she served most recently as a Managing Director, focusing on the firm’s European and Middle Eastern fundraising efforts and investor relations. Before GoldenTree, Ms. de Cardenas was an Analyst at Parker Global Strategies.

Education

B.A. in Economics, The University of Virginia

Alan Schwartz

Senior Managing Director, Chief Legal Officer, Co-Head, Legal & Compliance

Legal & Compliance

New York

Name Alan Schwartz

Title Senior Managing Director, Chief Legal Officer, Co-Head, Legal & Compliance

Division Legal & Compliance

Location New York

Alan Schwartz joined Vista Equity Partners in January 2020 and is Chief Legal Officer for Vista Equity Partners.

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

Godfrey Gill

Managing Director

Capital & Partner Solutions

New York

Name Godfrey Gill

Title Managing Director

Division Capital & Partner Solutions

Location New York

Godfrey Gill, Managing Director, Vista Equity Partners

Godfrey Gill joined Vista Equity Partners in 2019. Mr. Gill is a member of the Capital & Partner Solutions team with a focus on engagement and development efforts with Vista Credit Partners and Vista Public Strategies.

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

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. Ms. Leahy is responsible for leading Vista’s Capital & Partner Solutions engagement and client development efforts throughout the Western 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 was a Vice President at Goldman Sachs, 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, summa cum laude

James Marsh

Managing Director

Capital & Partner Solutions

Name James Marsh

Title Managing Director

Division Capital & Partner Solutions

Location

James Marsh joined Vista Equity Partners in 2023 and is responsible for coverage of the firm’s European investor development and capital raising activities.

Prior to joining Vista, Mr. Marsh was a Managing Director at KKR, where he led the firm’s European and Asian private equity fundraising efforts and covered a variety of European and global investor relationships. Before KKR, Mr. Marsh held roles in investment banking and asset management at Barclays and Goldman Sachs Asset Management, respectively.

Mr. Marsh also serves as a trustee of the London Music Fund.

Education

B.A., University of Cambridge
M.A., Harvard University

Jessi Marshall

Managing Director, Head of Strategy and Operations

Capital & Partner Solutions

Austin

Name Jessi Marshall

Title Managing Director, Head of Strategy and Operations

Division Capital & Partner Solutions

Location Austin

Jessi Marshall, Senior Vice President, Vista Equity Partners

Jessi Marshall joined Vista Equity Partners in 2015 and is currently Managing Director, Head of Strategy and Operations for the Capital & Partner Solutions team, working across internal and external stakeholders to ensure Vista’s capital formation strategy and business operations enable the firm to meet its investor relations objectives.

Before her current role, Ms. Marshall was Managing Director of Marketing, overseeing the creation, growth and evolution of the firm’s marketing strategy. Under her eight years of leadership, the Marketing team successfully curated and promoted Vista’s brand, messaging and competitive position as a market leader. Further to the development of the firm’s brand and within her marketing mandate, she established teams and programs across business development, market research, event management and corporate communications functions to promote Vista’s economic and business value to the market.

Prior to joining Vista, Ms. Marshall was Director of Strategic Programs at Mitratech, a former Vista portfolio company, where she led strategic, cross-functional programs to advance business transformation against the company’s value creation plans. Before her role as Director of Strategic Programs, Ms. Marshall was Director of Marketing at Mitratech, where she led the organization’s marketing strategy. Before Mitratech, Ms. Marshall was the North American Head of Outbound Marketing and Communications at Gemalto and worked at Applied Materials within their Product Marketing team.

Education

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

Viet Nguyen

Managing Director

Capital & Partner Solutions

Austin

Name Viet Nguyen

Title Managing Director

Division Capital & Partner Solutions

Location Austin

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

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

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

Mr. Nguyen serves on the Board of STREETS International, a 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

Dan Parant

Managing Director, Global Head of Private Wealth

Capital & Partner Solutions

New York

Name Dan Parant

Title Managing Director, Global Head of Private Wealth

Division Capital & Partner Solutions

Location New York

Dan Parant joined Vista Equity Partners in 2024 and is the Global Head of Private Wealth Solutions.

Prior to joining Vista, Mr. Parant was a Managing Director and Co-Head of Americas Private Wealth at KKR, where he started the firm’s private wealth business in 2012 and led a team of over 50 executives focused on delivering private market solutions to financial advisors across wirehouses, private banks, RIAs and independent broker dealers in the U.S., Canada and Latin America. Before KKR, he was a Vice President and Head of Alternatives Business Development for Intermediary Distribution at Neuberger Berman and previously was a member of the Absolute Return Strategies business at Lehman Brothers. Prior to joining Lehman Brothers, Mr. Parant was an Associate in the Capital Markets Consulting group at Thomson Financial. Mr. Parant started his career working in Major League Baseball for the Tampa Bay Rays.

Education

B.S. in Applied Economics and Management, Cornell University

Christine Pastore

Managing Director

Capital & Partner Solutions

Name Christine Pastore

Title Managing Director

Division Capital & Partner Solutions

Location

Christine Pastore, Managing Director, Vista Equity Partners

Christine Pastore joined Vista Equity Partners in 2013. Ms. Pastore is responsible for large, strategic relationships across the Vista platform.

Prior to joining Vista, Ms. Pastore spent over seven years as the Co-Head of Alternative Investments and Head of Private Equity for the New Jersey Division of Investment (NJDOI), a pension plan with over $90 billion in assets. While at NJDOI, she was responsible for directing the alternative investments program, valued at over $16 billion. In her last two years as the Co-Head of Alternatives, Ms. Pastore created one of the largest opportunistic strategic separate accounts within the public pension plan community. During her first five years, Ms. Pastore built New Jersey’s newly created private equity program, where she was responsible for devising the annual investment plan, sourcing, due-diligence, contract negotiations and monitoring of the portfolio. Ms. Pastore served on more than 25 advisory boards while at NJDOI. Prior to that, Ms. Pastore served for over 15 years as a legislative staff member, and in her last role, held the post of Deputy Budget Director for the New Jersey General Assembly.

Education

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

Jeff Russell

Managing Director

Capital & Partner Solutions

New York

Name Jeff Russell

Title Managing Director

Division Capital & Partner Solutions

Location New York

Jeff Russell, Managing Director, Vista Equity Partners

Jeff Russell joined Vista Equity Partners in 2018 and leads 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 sits on the Ivey Advisory Board, which helps further the mission and aims of the Ivey Business School. He also serves on the Nominations Committee for the Board of Directors of Canada Soccer.

Education

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

Drew Tate

Managing Director

Capital & Partner Solutions

Austin

Name Drew Tate

Title Managing Director

Division Capital & Partner Solutions

Location Austin

Drew Tate, Senior Vice President, Vista Equity Partners

Drew Tate joined Vista Equity Partners in 2009. Mr. Tate is responsible for working with Vista’s investor base on co-investment and direct investment opportunities across investment platforms. Mr. Tate was previously a member of Vista’s Flagship Fund and Foundation Fund teams. He was actively involved 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

Dawan Koo

Senior Vice President

Capital & Partner Solutions

Name Dawan Koo

Title Senior 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

Matthew Shankoff

Senior Vice President

Capital & Partner Solutions

New York

Name Matthew Shankoff

Title Senior Vice President

Division Capital & Partner Solutions

Location New York

Matt Shankoff joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Shankoff was a Director on the Business Development team at Sound Point Capital, where he focused on the firm’s fundraising efforts in North America across its various credit verticals. Before Sound Point, Mr. Shankoff was a Director on the Client & Product Solutions team at Apollo Global Management. Mr. Shankoff began his career on the Financial Services Advisory team at PricewaterhouseCoopers.

Education

B.S. in Finance, The Pennsylvania State University

Michael Fosnaugh

Senior Managing Director

Private Equity, Flagship

Chicago

Name Michael Fosnaugh

Title Senior Managing Director

Division Private Equity, Flagship

Location Chicago

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

Michael Fosnaugh joined Vista Equity Partners in 2005. Mr. Fosnaugh is Co-Head of the Flagship Fund and sits on its Investment Committee. Additionally, Mr. Fosnaugh serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Fosnaugh currently sits on the boards of Acquia, Alegeus, Applause, CentralSquare, EAB, Greenway Health, Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF), KnowBe4 (formerly NASDAQ: KNBE), 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 the 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

Monti Saroya

Senior Managing Director

Private Equity, Flagship

Austin

Name Monti Saroya

Title Senior Managing Director

Division Private Equity, Flagship

Location Austin

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

Monti Saroya joined Vista Equity Partners in 2008. Mr. Saroya is Co-Head of the Vista Flagship Fund and sits on its Investment Committee. Additionally, Mr. Saroya serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. He currently sits on the boards of Advanced, Allvue Systems, Apptio, Cloud Software Group, Cvent (NASDAQ: CVT), Drift, Finastra, Gainsight, iCIMS, Infoblox, Mindbody, Olive, Pipedrive, Pluralsight, PowerSchool (NYSE: PWSC), Salesloft, Solera 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

Andy Ugarte

Senior Vice President

Capital & Partner Solutions

Austin

Name Andy Ugarte

Title Senior Vice President

Division Capital & Partner Solutions

Location Austin

Andy Ugarte, Senior Vice President, Capital & Partner Solutions, Vista Equity Partners

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

Patrick Severson

Senior Managing Director

Private Equity, Foundation

Austin

Name Patrick Severson

Title Senior Managing Director

Division Private Equity, Foundation

Location Austin

Patrick Severson, Managing Director, Vista Equity Partners

Patrick Severson joined Vista Equity Partners in 2013. Mr. Severson is Co-Head of the Vista Foundation Funds and sits on its Investment Committee. Additionally, he 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 Assent Compliance, Bonterra, ESO, Granicus, Khoros, Kibo, LogicMonitor, Naviga, Poppulo, Power Factors, Sonatype and Trintech. He was also actively involved in the firm’s investments in AGDATA, AlertMedia, ARCOS, Autotask, PeopleAdmin, Regulatory DataCorp (RDC), Return Path, StarRez, TigerConnect 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

René Yang Stewart

Senior Managing Director

Private Equity, Endeavor

Austin

Name René Yang Stewart

Title Senior Managing Director

Division Private Equity, Endeavor

Location Austin

Rene Stewart, Senior Managing Director, Vista Equity Partners

René Yang Stewart joined Vista Equity Partners in 2007. Ms. Stewart is Co-Head of the Vista Endeavor Funds and sits on the Vista Endeavor Funds’ Investment Committee. Additionally, Ms. Stewart serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. She currently sits on the boards of Dispatch, iN2L, 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 and 2023, 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

Lauren Adams

Vice President

Capital & Partner Solutions

Name Lauren Adams

Title Vice President

Division Capital & Partner Solutions

Location

Lauren Adams joined Vista Equity Partners in 2023 and is a Coverage Officer on the Capital & Partner Solutions team.

Prior to joining Vista, Ms. Adams was a Director at the Credit Suisse Private Fund Group (PFG) where she led the PFG’s coverage of investors across the Southern and Southeastern United States and Latin America. Before PFG, Ms. Adams was a Vice President at J.P. Morgan Asset Management, where she served as a relationship manager responsible for delivering asset management solutions to U.S. institutional investors. Ms. Adams is a CFA charterholder.

Education

A.B. in History & Literature, Harvard University, magna cum laude

Chris Herringshaw

Managing Director, Chief Technology Officer

Information & Technology

Austin

Name Chris Herringshaw

Title Managing Director, Chief Technology Officer

Division Information & Technology

Location Austin

Chris Herringshaw joined Vista Equity Partners in 2024 and is the Chief Technology Officer. Mr. Herringshaw is responsible for overseeing Information Technology and Security functions for Vista.

Prior to joining Vista, Mr. Herringshaw was Global Chief Technology Officer at Janus Henderson Investors, running a platform that managed more than $350 billion in assets. While at Janus Henderson, Mr. Herringshaw was a member of its Executive Committee and served on several other leadership committees. He was also a Director of the Janus Henderson Charitable Foundation. Prior to Janus Henderson, he spent more than 15 years at Citadel in various senior technology leadership roles.

Before entering the financial services industry, Mr. Herringshaw was Co-Founder and the CTO / Lead Technologist at a number of venture-backed startup companies, where he helped create and commercialize patented technology for internet-based geolocation that has won numerous awards, including a Technology & Engineering Emmy® Award.

Education

B.S.E. in Computer Engineering, University of Michigan

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, Managing Director, Strategy, Vista Equity Partners

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 a 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, Senior Vice President, Office of the CEO, Vista Equity Partners

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

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

Education

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

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

Alistair Galloway

Vice President

Capital & Partner Solutions

Name Alistair Galloway

Title Vice President

Division Capital & Partner Solutions

Location

Alistair Galloway joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Galloway was a Principal at Hamilton Lane. Before Hamilton Lane, he was a Senior Relationship Manager at Pantheon Ventures. Prior to Pantheon, Mr. Galloway was Head of Investor Relations at JAR Capital. Before JAR Capital, he was an Associate Director at Russell Investments.

Education

B.Sc. in Biochemistry, University of St. Andrews
Royal Military Academy Sandhurst

Nadeem Syed

Senior Managing Director, Head of Value Creation

Private Equity, Flagship

San Francisco

Name Nadeem Syed

Title Senior Managing Director, Head of Value Creation

Division Private Equity, Flagship

Location San Francisco

Nadeem Syed, Managing Director, Vista Equity Partners

Nadeem Syed joined Vista Equity Partners in 2018 and is currently Head of Value Creation and a member of the private equity Flagship team. Mr. Syed serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Syed currently sits on the boards of Alegeus, Allvue Systems, Apptio, iCIMS, KnowBe4 (formerly NASDAQ: KNBE), 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 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, Managing Director and President of OneVista, Vista Equity Partners

Martin Taylor joined Vista Equity Partners in 2006. Mr. Taylor is Co-Head of the Foundation Funds and sits on its Investment Committee. Additionally, Mr. Taylor 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 governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Taylor currently sits on the boards of AlertMedia, ARCOS, Bonterra, Critical Start, Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF), NAVEX, StarRez, TigerConnect, TRG Screen 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.

Ashleigh Gorman

Vice President, Operations

Capital & Partner Solutions

Austin

Name Ashleigh Gorman

Title Vice President, Operations

Division Capital & Partner Solutions

Location Austin

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

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

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

Education

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

John Guay

Vice President

Capital & Partner Solutions

New York

Name John Guay

Title Vice President

Division Capital & Partner Solutions

Location New York

John Guay, Vice President, Capital & Partner Solutions, Vista Equity Partners

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 East Coast of the 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

Christine Hirt

Vice President, Operations

Capital & Partner Solutions

Austin

Name Christine Hirt

Title Vice President, Operations

Division Capital & Partner Solutions

Location Austin

Christine Hirt joined Vista Equity Partners in 2018 and served as Manager of Marketing Operations before joining the Capital & Partner Solutions team in 2023. In her current role, Ms. Hirt works across Vista’s capital formation team to advance business operations.

Prior to joining Vista, Ms. Hirt was a Manager at United Airlines, where she worked in marketing project management. Before United, Ms. Hirt served in IT project management office roles at Blue Cross Blue Shield and General Motors.

Education

B.S. in Business, Indiana University

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 heads Vista Credit Partners’ direct lending business and is a member of the VCP Investment Committee. He also serves as the Chairman, Chief Executive Officer and President of Vista Credit Strategic Lending and as Co-Chief Investment Officer of Vista Credit BDC Management.

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

Christina Lema

Deputy Chief Legal Officer, General Counsel

Legal & Compliance

San Francisco

Name Christina Lema

Title Deputy Chief Legal Officer, General Counsel

Division Legal & Compliance

Location San Francisco

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

Christina Lema joined Vista Equity Partners in 2012. Ms. Lema is Vista’s Deputy Chief Legal Officer 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 currently 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

Pete Fisher

Managing Director

Credit

New York

Name Pete Fisher

Title Managing Director

Division Credit

Location New York

Pete Fisher, Portfolio Manager, Credit, Vista Equity Partners

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

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

Education

B.A. in Political Economy, Georgetown University

Rohan Ranadive

Managing Director, Finance Operations

Finance

Name Rohan Ranadive

Title Managing Director, Finance Operations

Division Finance

Location

Rohan Ranadive, Managing Director, Finance Operations, Finance, Vista Equity Partners

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

Ashish Shah

Managing Director

Public Equity

San Francisco

Name Ashish Shah

Title Managing Director

Division Public Equity

Location San Francisco

Ashish Shah, Managing Director, Vista Public Strategies

Ashish Shah joined Vista Public Strategies in 2014.

Prior to joining Vista, Mr. Shah was the Co-Founder and Portfolio Manager at First Oak Capital Management, a TMT-focused long/short equity hedge fund. Previously, Mr. Shah was a Principal and Portfolio Manager at Seasons Capital Management, a TMT-focused long/short equity hedge fund. Prior to that, Mr. Shah served as an Analyst at Andor Capital Management and Pequot Capital Management, both diversified global hedge funds. Mr. Shah also previously worked as an Analyst in the Technology Investment Banking group at Credit Suisse First Boston.

Education

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

Alexander Hughes

Managing Director

Credit

New York

Name Alexander Hughes

Title Managing Director

Division Credit

Location New York

Alexander Hughes, Vice President, Vista Credit Partners

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

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

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

Education

B.A. in Economics, Vanderbilt University

Kristine Jurczyk

Managing Director

Credit

Chicago

Name Kristine Jurczyk

Title Managing Director

Division Credit

Location Chicago

Kristine Jurczyk, Managing Director, Vista Credit Partners

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

Prior to joining Vista, Ms. Jurczyk served as a Team Leader at Antares Capital (Antares), the former middle-market sponsor finance platform of GE Capital, and was previously at Merrill Lynch Capital prior to its acquisition by Antares. At Antares and Merrill Lynch Capital, she managed all facets of the deal process from origination, underwriting, and structuring, to portfolio management of credit facilities to sponsor-backed companies across a diverse set of industries. Before her time at Merrill Lynch Capital, Ms. Jurczyk worked at Arthur Andersen in the Transaction Advisory Group, performing accounting and financial due diligence analysis on behalf of private equity firms.

Education

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

Lewis McAlister

Vice President, Operations

Capital & Partner Solutions

Austin

Name Lewis McAlister

Title Vice President, Operations

Division Capital & Partner Solutions

Location Austin

Lewis McAlister joined Vista Equity Partners in 2016 and served as Senior Manager of Research before joining the Capital & Partners Solutions team in 2023. In his current role, Mr. McAlister manages the Associate program and is responsible for the enablement of capital formation efforts through data, analytics and operational excellence.

Prior to joining Vista, Mr. McAlister was an Engagement Manager at Gerson Lehrman Group, where he supported primary research for private equity and venture capital clients. Before GLG, Mr. McAlister interned at Carrigan Farms.

Education

B.S. in Economics and Philosophy, Davidson College

Amy Mathews

Managing Director, Head of Venture Capital Coverage

Credit

San Francisco

Name Amy Mathews

Title Managing Director, Head of Venture Capital Coverage

Division Credit

Location San Francisco

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

Amy Mathews joined Vista Credit Partners in 2021.

Prior to joining Vista, Ms. Mathews spent 14 years at Goldman Sachs, 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

Fareed Adib

Managing Director, President of OneVista

Private Equity, Flagship, OneVista

Austin

Name Fareed Adib

Title Managing Director, President of OneVista

Division Private Equity, Flagship, OneVista

Location Austin

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

Fareed Adib joined Vista Equity Partners in 2016 and is currently President of OneVista. He is also 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 the Value Creation Team, where he helped architect the Value Creation organization.

Mr. Adib has more than 25 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

Tom McCabe

Vice President

Capital & Partner Solutions

New York

Name Tom McCabe

Title Vice President

Division Capital & Partner Solutions

Location New York

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

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

Education

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

Brendan Renehan

Managing Director

Credit

New York

Name Brendan Renehan

Title Managing Director

Division Credit

Location New York

Brendan Renehan, Director, Credit, Vista Equity Partners

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

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

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

Education

B.A. in Political Economy, Georgetown University

Marybeth Schmitz

Managing Director, Head of Administration & Human Resources

Administration & Human Resources

New York

Name Marybeth Schmitz

Title Managing Director, Head of Administration & Human Resources

Division Administration & Human Resources

Location New York

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

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

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

Education

B.S. in Political Science, University of Michigan

Heather Miller

Vice President

Capital & Partner Solutions

New York

Name Heather Miller

Title Vice President

Division Capital & Partner Solutions

Location New York

Heather Miller joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Miller was a Vice President at Goldman Sachs, where she helped drive cross-divisional efforts from Consumer and Wealth Management with corporate, strategic and pre-liquidity clients. Before her time in Consumer Wealth Management, she was a Vice President in Global Markets at Goldman Sachs, where she focused on the structuring and execution of esoteric transactions for financial sponsors, asset managers and hedge funds.

Education

B.A. in Political Science, International Relations, University of Pennsylvania

Stephen Seelbach

Managing Director

Office of the CEO

San Francisco

Name Stephen Seelbach

Title Managing Director

Division Office of the CEO

Location San Francisco

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

Stephen Seelbach joined Vista in 2014 and 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 Applause and Vista’s two joint ventures in Japan, NEC and Japan Cloud Computer.

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 and the Hong Kong Venture Capital Association and collaborates with the World Economic Forum. Prior to his current role, he was 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. He also serves as Board Chair for St. Luke’s Preschool in San Francisco.

Education

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

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), KnowBe4 (formerly NASDAQ: KNBE), Quickbase, Securonix and TripleLift. Mr. Aliabadi was also formerly on the boards of or actively involved with the firm’s investments in Aderant, BigMachines, Cloud Software Group, Forcepoint, Mediaocean, Mitratech, Numerator, Ping Identity (formerly NYSE: PING), Relias Learning, SirsiDynix, Stats Perform, SumTotal 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

Nani Rahman

Vice President

Capital & Partner Solutions

Name Nani Rahman

Title Vice President

Division Capital & Partner Solutions

Location

Nani Rahman joined Vista Equity Partners in 2023. Ms. Rahman focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout Southeast Asia.

Prior to joining Vista, Ms. Rahman spent 10 years at Goldman Sachs, most recently as an Executive Director, where she developed and engaged their investor base in Southeast Asia. Before Goldman Sachs, Ms. Rahman was a Vice President at HSBC, where she focused on origination practices in global markets. Prior to HSBC, Ms. Rahman was an Associate at Khazanah Nasional, a leading Malaysian institutional investor.

Education

LL.B. in Laws, International Islamic University Malaysia
LL.M., Harvard Law School

Kylie Richards

Vice President

Capital & Partner Solutions

Name Kylie Richards

Title Vice President

Division Capital & Partner Solutions

Location

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

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

Education

B.A. in Economics, Northwestern University

Juliet Zawedde

Vice President

Capital & Partner Solutions

New York

Name Juliet Zawedde

Title Vice President

Division Capital & Partner Solutions

Location New York

Juliet Zawedde, Capital and Partner Solutions, Vista Equity Partners

Juliet Zawedde joined Vista Equity Partners in 2021 and is responsible for Vista’s Capital & Partner Solutions Private Wealth engagement and client development efforts.

Prior to joining Vista, Ms. Zawedde was a Principal and Growth Equity Product Specialist at KKR, where she led capital-raising efforts across the firm’s growth equity and global impact strategies. Before KKR, Ms. Zawedde was an Assistant Vice President in the Hedge Fund Origination Sales Group at Barclays, where she focused on acquiring and increasing market share with the firm’s hedge fund clients.

Outside of her work at Vista, Ms. Zawedde serves as Co-Chair of the Junior Leadership Board of Sponsors for Educational Opportunity.

Education

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

Adrian Alonso

Managing Director

Private Equity, Flagship

Austin

Name Adrian Alonso

Title Managing Director

Division Private Equity, Flagship

Location Austin

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

Adrian Alonso joined Vista Equity Partners in 2009 and is 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, Avalara, CentralSquare, EagleView, iCIMS, Mindbody and Pluralsight, and is involved with the firm’s investment in Jio. He was also actively involved with 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. 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

Brian W. Steel

Managing Director, Strategic Communications

Firm Operations & Administration

New York

Name Brian W. Steel

Title Managing Director, Strategic Communications

Division Firm Operations & Administration

Location New York

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

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

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

Education

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

Shelby Wanstrath

Managing Director

Firm Operations & Administration

Austin

Name Shelby Wanstrath

Title Managing Director

Division Firm Operations & Administration

Location Austin

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

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

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

Education

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

Bill Bindeman

Senior Vice President, Head of Finance, Vista Public Strategies

Finance

San Francisco

Name Bill Bindeman

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

Division Finance

Location San Francisco

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

Bill Bindeman joined Vista Public Strategies in 2015. Prior to joining Vista, Mr. Bindeman was the Chief Financial Officer and the Chief Compliance Officer at Union Point Advisors, a technology-focused long/short equity hedge fund.

Prior to joining Union Point Advisors, Mr. Bindeman was the Chief Financial Officer for Cavalry Asset Management, a technology-focused long/short equity hedge fund. In addition, Mr. Bindeman was also the Chief Compliance Officer for approximately five of his 10 years at Cavalry. Prior to joining Cavalry, Mr. Bindeman served as the Manager of Portfolio Operations and Accounting at Bowman Capital, Manager of Portfolio Administration for Bel Air Investment Advisors, Assistant Controller at Strome-Susskind Investment Management and as a Senior Auditor at Coopers & Lybrand, where he was a CPA.

Education

B.A. in Economics, University of California, Los Angeles

Ken Burke

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

Legal & Compliance

New York

Name Ken Burke

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

Division Legal & Compliance

Location New York

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

Ken Burke joined Vista in 2020 and is the General Counsel and Head of Compliance for Vista Credit Partners. Mr. Burke also serves as General Counsel, Chief Compliance Officer and Secretary for Vista Credit Strategic Lending

Prior to joining Vista, Mr. Burke was Deputy Chief Compliance Officer at TPG Sixth Street Partners (TSSP) and Chief Compliance Officer for TSSP’s broker-dealer and BDC affiliates. Before TSSP, Mr. Burke oversaw the legal and compliance functions for a multibillion-dollar long/short equity hedge fund and was an associate attorney in the Securities Enforcement practice group at Gibson, Dunn & Crutcher. Mr. Burke began his career at the SEC, where he spent more than seven years in the Office of Compliance, Inspections and Examinations. While at the SEC, Mr. Burke was seconded to the U.S. 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

San Francisco

Name Jason Crichfield

Title Senior Vice President, Global Controller

Division Finance

Location San Francisco

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

Jason Crichfield joined Vista Equity Partners in 2014. Mr. Crichfield is the Senior Vice President, Global Controller for Vista Equity Partners and the Value Creation Team, overseeing the accounting and finance functions.

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

Marissa Grand

Senior Vice President

Human Resources

New York

Name Marissa Grand

Title Senior Vice President

Division Human Resources

Location New York

Marissa Grand joined Vista Equity Partners in 2023.

Prior to joining Vista, Ms. Grand was the Head of Employee Experience and HR Chief Operating Officer at Invesco, where she worked across the firm to enhance employee experience and engagement. Before Invesco, Ms. Grand spent 17 years at Goldman Sachs in several HR roles, most recently as Global Head of M&A People Strategy.

Education

B.S. in Industrial and Labor Relations, Cornell University
M.S., Global Economics, London School of Economics

Simon Baqué

Senior Associate

Capital & Partner Solutions

New York

Name Simon Baqué

Title Senior Associate

Division Capital & Partner Solutions

Location New York

Simon Baqué joined Vista Equity Partners in 2024.

Prior to joining Vista, Mr. Baqué was a Product Management Associate at KKR, where he was responsible for fundraising and investor relations management. Before KKR, Mr. Baqué was a Senior Account Associate at PIMCO, where he supported investor relations for institutional and private wealth clients across France and Monaco. Prior to PIMCO, Mr. Baqué was a Fixed Income Sales Analyst at Natixis, where he focused on money market products.

Education

M.S., Finance, Grenoble Ecole de Management
M.B.A., The University of Chicago Booth School of Business

Ryan Atlas

Managing Director

Private Equity, Foundation

Austin

Name Ryan Atlas

Title Managing Director

Division Private Equity, Foundation

Location Austin

Ryan Atlas, Managing Director, Vista Equity Partners

Ryan Atlas joined Vista Equity Partners in 2012 and sits on the Vista Foundation Funds’ Investment Committee 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

Daniel Hornback

Senior Vice President, Finance Technology

Finance

Name Daniel Hornback

Title Senior Vice President, Finance Technology

Division Finance

Location

Daniel Hornback joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Hornback was a Managing Director at TPG, where he led platform architecture and innovation efforts in the financial services sector. Before TPG, Mr. Hornback was a General Ledger and Consolidations Manager at Dean Foods. Prior to Dean Foods, Mr. Hornback was a General Ledger Manager at Pier 1 Imports.

Education

B.B.A. in Accounting, The University of Texas at Arlington

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

B.S. in Biological Engineering, University of Maryland

Ben Benson

Managing Director

Private Equity, Endeavor

Austin

Name Ben Benson

Title Managing Director

Division Private Equity, Endeavor

Location Austin

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

Ben Benson joined Vista Equity Partners in 2020 and is a member of the private equity Endeavor team. Mr. Benson currently sits on the boards of BlueConic, COMPLY, Innovapptive, LifeLoop (formerly iN2L), OfficeSpace and Schoox. He was actively involved with the firm’s investments in TripleSeat and WorkTango.

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

Bret Bolin

Managing Director

Private Equity, Foundation

Name Bret Bolin

Title Managing Director

Division Private Equity, Foundation

Location

Bret Bolin, Managing Director, Vista Equity Partners

Bret Bolin joined Vista Equity Partners in 2016. Mr. Bolin is 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, Managing Director, Vista Equity Partners

David Bonnette joined Vista Equity Partners in 2017 and is a member of the private equity Foundation team. Mr. Bonnette 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. Bonnette currently sits on the boards of AlertMedia, FLASH, Khoros, Kibo, Sonatype and TigerConnect. He was also actively involved with the firm’s investments in Aptean, 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, Senior Managing Director and President, Vista Public Strategies

Jamie Ford joined Vista Equity Partners in 2000. Mr. Ford is 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 boards of Accelya and Ellucian. Mr. Ford was previously a member of the Vista Flagship Fund and its Investment Committee and was actively involved with the firm’s investments in Accero, Aspect Communications, DealerSocket, Misys, P2 Energy Solutions, TIBCO, Turaz, Websense, Ventyx, SER, SourceNet Solutions, SRC Software and The ACTIVE Network.

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

Education

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

James P. Hickey

Senior Managing Director

Permanent Capital

Austin

Name James P. Hickey

Title Senior Managing Director

Division Permanent Capital

Location Austin

Jim Hickey, Senior Managing Director, Vista Equity Partners

Jim Hickey joined Vista Equity Partners in 2008. Mr. Hickey is currently a Co-Head of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. Additionally, Mr. Hickey serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. He previously was a member of the Vista Flagship Fund and its Investment Committee. Mr. Hickey currently sits on the boards of Accelya, Ellucian and Greenway Health. He was also actively involved with the firm’s investments in Aderant, Aptean, BigMachines, Brainware, EagleView, Navex, Numerator, SirsiDynix and Zywave. 

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

Education

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

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

B.S. in Information Science and Data Processing, University of Louisville

Anand Anbalagan

Managing Director

Permanent Capital

Austin

Name Anand Anbalagan

Title Managing Director

Division Permanent Capital

Location Austin

Anand Anbalagan, Senior Vice President, Vista Equity Partners

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

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

Education

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

Justin Cho

Managing Director

Private Equity, Endeavor

Austin

Name Justin Cho

Title Managing Director

Division Private Equity, Endeavor

Location Austin

Justin Cho, Managing Director, Vista Equity Partners

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

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

Education

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

Vincent Burkett

Managing Director

Permanent Capital

Austin

Name Vincent Burkett

Title Managing Director

Division Permanent Capital

Location Austin

Vincent Burkett, Managing Director, Vista Equity Partners

Vince Burkett joined Vista Equity Partners in 2011 and is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Mr. Burkett serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Burkett sits on the Vista Perennial Fund Investment Committee and sits on the boards of Accelya and Ellucian. He was also actively involved in the firm’s investments in Autotask, Bullhorn, Misys (now Finastra) and Mitratech.

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

Education

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

Linda Ly

Senior Vice President

Finance

San Francisco

Name Linda Ly

Title Senior Vice President

Division Finance

Location San Francisco

Linda Ly, Director, Accounting, Vista Equity Partners

Linda Ly joined Vista Equity Partners in 2016. Ms. Ly is responsible for managing the accounting and finance operations and financial reporting related to Vista Equity Partners and the Value Creation Team.

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

Darko Dejanovic

Managing Director

Private Equity

Austin

Name Darko Dejanovic

Title Managing Director

Division Private Equity

Location Austin

Darko Dejanovic, Managing Director, Vista Equity Partners

Darko Dejanovic joined Vista Equity Partners in 2017. Mr. Dejanovic currently sits on the boards of Solera and Stats Perform. He was also actively involved in the firm’s investments in AGDATA, Bonterra, EagleView, Omnitracs, The ACTIVE Network, Upserve, Vivid Seats (NASDAQ: SEAT) and Wrike.

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

Education

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

Kim Eaton

Managing Director

Private Equity, Foundation

Austin

Name Kim Eaton

Title Managing Director

Division Private Equity, Foundation

Location Austin

Kim Eaton, Managing Director, Vista Equity Partners

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

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 a member of the private equity Endeavor team and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Gray currently sits on the boards of BigTime Software, Dispatch, Fusion Risk Management and Resilinc. He is also actively involved with the firm’s investments in Innovapptive and was previously involved with the firm’s investments in BlueConic, Jebbit and LifeLoop (formerly iN2L).

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 also worked at Insight Partners as an Operating Partner, serving as interim CEO of Unitrends. Previously, Mr. Gray was a member of the executive team at BigMachines, a Vista portfolio company, serving as General Manager of BigMachines Express through the company’s acquisition by Oracle.

Before his time at BigMachines, Mr. Gray held roles at Chicago Public Schools and Boston Consulting Group. He also 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

Katherine Bessey

Senior Associate

Capital & Partner Solutions

Austin

Name Katherine Bessey

Title Senior Associate

Division Capital & Partner Solutions

Location Austin

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

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

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

Education

B.A. in Economics, Cornell University

Jake Hodgman

Managing Director

Private Equity, Foundation

Austin

Name Jake Hodgman

Title Managing Director

Division Private Equity, Foundation

Location Austin

Jake Hodgman, Senior Vice President, Vista Equity Partners

Jake Hodgman joined Vista Equity Partners in 2015 and is currently a member of the private equity Foundation team. Mr. Hodgman currently sits on the board of Assent and StarRez and works with the firm’s investment in Vena Solutions. He was also actively involved with the firm’s investment Zego (Powered by PayLease).

Prior to joining Vista, Mr. Hodgman was a Principal and founding member of HGGC (formerly Huntsman Gay Global Capital) where he was actively involved in fundraising, sourcing, execution and management of portfolio investments with a particular focus on software and technology-enabled businesses. Prior to HGGC’s formation, Mr. Hodgman was a Senior Associate with Sorenson Capital and began his career in the Investment Banking Division of Citigroup.

Education

B.S. in Business Management emphasis in Finance, Brigham Young University

Betty Hung

Managing Director

Private Equity, Flagship

Austin

Name Betty Hung

Title Managing Director

Division Private Equity, Flagship

Location Austin

Betty Hung, Managing Director, Vista Equity Partners

Betty Hung joined Vista Equity Partners in 2007. Ms. Hung sits on the Vista Flagship Funds’ Investment Committee and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Ms. Hung currently sits on the boards of Advanced, CentralSquare, Cvent (NASDAQ: CVT), EAB, EagleView, Finastra, PowerSchool (NYSE: PWSC) and Xactly, and is actively involved with the firm’s investments in Cloud Software Group and Pluralsight. She was actively involved with the firm’s investments in Pipedrive and TIBCO. 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 and Alex. Brown & Sons.

Education

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

Ashley MacNeill

Managing Director, Head of Equity Capital Markets

Private Equity, Flagship

New York

Name Ashley MacNeill

Title Managing Director, Head of Equity Capital Markets

Division Private Equity, Flagship

Location New York

Ashley MacNeill joined Vista Equity Partners in 2022. Ms. MacNeill works across the organization to run the firm’s Equity Capital Markets strategy, including managing all portfolio company equity financing activities and serving as a member of Vista’s Private Equity Management Committee.

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 (formerly NYSE: MSP) and IAS (NASDAQ: 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, Managing Director, Private Equity, Flagship

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 a member of the private equity Foundation team. Ms. Pecoraro currently sits on the board of TRG Screen.

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

Frederick Elliot

Senior Associate

Capital & Partner Solutions

Name Frederick Elliot

Title Senior Associate

Division Capital & Partner Solutions

Location

Frederick Elliot joined Vista Equity Partners in 2023. Mr. Elliot focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout the Middle East and Latin America. 

Prior to joining Vista, Mr. Elliot worked as a Consultant at Broadhaven Capital Partners. Before Broadhaven Capital Partners, he was an Investment Associate at A-Rod Corp, where he focused on venture, sports and real estate investing.  

Education

B.A. in Financial Economics, Columbia University

Abhay Puskoor

Managing Director

Private Equity, Endeavor

San Francisco

Name Abhay Puskoor

Title Managing Director

Division Private Equity, Endeavor

Location San Francisco

Abhay Puskoor, Senior Vice President, Vista Equity Partners

Abhay Puskoor joined Vista Equity Partners in 2021 and is a member of the private equity Endeavor team. Mr. Puskoor currently sits on the board of Benchmark Gensuite, BigTime, Gatekeeper, MedTrainer, Resilinc and WorkTango. He was also actively involved with the firm’s investment in Zapproved. Mr. Puskoor was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2023.

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

Eric Roza

Managing Director

Private Equity, Flagship

Name Eric Roza

Title Managing Director

Division Private Equity, Flagship

Location

Eric Roza joined Vista Equity Partners in 2022 and is a member of the private equity Flagship team. Mr. Roza currently sits on the boards of Advanced, Gainsight, Mindbody, Pipedrive and TripleLift.

Prior to joining Vista, Mr. Roza served as CEO of CrossFit, where he led a buyout of the company. Before his time at CrossFit, Mr. Roza spent 12 years as CEO of Datalogix, building it into one of the largest data and analytics companies in the global digital advertising 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 technology startups and started his career as a Consultant at 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, Managing Director, Vista Equity Partners

Christian Sowul joined Vista Equity Partners in 2001. Mr. Sowul currently works with the firm’s investment in Power Factors. He was actively involved in Vista’s investments in 7Park Data, Advicent, Applause, Applied Systems, BigMachines, Brainware, MRI Software, Omnitracs, SER, SirsiDynix, Solera, Sovos Compliance, Stats Perform, Vertafore, Xactly and Zywave.

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

Education

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

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

B.A. in Computer Science, University of California, San Diego

Yancey Spruill

Managing Director

Private Equity, Flagship

Name Yancey Spruill

Title Managing Director

Division Private Equity, Flagship

Location

Yancey Spruill joined Vista Equity Partners in 2024.

Prior to joining Vista, Mr. Spruill was CEO of DigitalOcean (NYSE: DOCN), where he broadened the cloud hosting company’s product portfolio, tripled its revenue and led its IPO in 2021. Before DigitalOcean, Mr. Spruill was COO and CFO of SendGrid (NYSE: SEND), an email API and marketing campaign platform he helped take public in 2017 and led its acquisition by Twilio in 2019. Prior to SendGrid, Mr. Spruill was CFO of DigitalGlobe (NYSE: DGI), where he grew the company’s revenue over 10x and led its IPO in 2009. Prior to his 20 years in technology operating roles, Mr. Spruill was an investment banker and began his career as a technology and consumer products engineer.

Mr. Spruill previously sat on the boards of several publicly traded companies, including Allscripts Healthcare Solutions, Ping Identity (formerly NYSE: PING), Rally Software and Zayo Group.

Education

B.S. in Electrical Engineering, Georgia Institute of Technology
M.B.A., The Tuck School of Business at Dartmouth

John Stalder

Managing Director

Private Equity, Flagship

San Francisco

Name John Stalder

Title Managing Director

Division Private Equity, Flagship

Location San Francisco

John Stalder, Managing Director, Vista Equity Partners

John Stalder joined Vista Equity Partners in 2011 and sits on the Vista Flagship Funds’ Investment Committee. Mr. Stalder currently sits on the boards of Apptio, Cloud Software Group, Gainsight, Greenway Health, Infoblox, Pipedrive and Salesloft. 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, Vice President, Vista Equity Partners

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 sits on the Vista Flagship Funds’ Investment Committee. Mr. Wilson currently sits on the boards of and is actively involved with the firm’s investments in Alegeus, Allvue Systems, Applause, Duck Creek Technologies, PlanSource, SmartBear and Xactly. He was formerly on the board of and actively involved with 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

Shannon Bracken

Senior Vice President

Private Equity, Flagship

San Francisco

Name Shannon Bracken

Title Senior Vice President

Division Private Equity, Flagship

Location San Francisco

Shannon Bracken, Vice President, Vista Equity Partners

Shannon Bracken joined Vista Equity Partners in 2015 and is currently a member of the private equity Flagship team. Ms. Bracken currently sits on the boards of Drift, EagleView, Mindbody, Pipedrive, Pluralsight, Quickbase and Salesloft. Ms. Bracken was also actively involved in the firm’s investments in Finastra, Khoros, Marketo, Tripleseat and Vivid Seats (NASDAQ: SEAT). 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

Matthew Liang

Senior Associate

Capital & Partner Solutions

New York

Name Matthew Liang

Title Senior Associate

Division Capital & Partner Solutions

Location New York

Matthew Liang joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Liang was an Investment Banking Associate at J.P. Morgan, where he was responsible for public equity transactions in the technology, media and telecom sectors.

Education

B.S. in Finance, The College of New Jersey

Chris Murphy

Senior Vice President, Legal, Portfolio Management

Legal & Compliance

Austin

Name Chris Murphy

Title Senior Vice President, Legal, Portfolio Management

Division Legal & Compliance

Location Austin

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

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

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

Education

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

Henry Low

Senior Associate

Capital & Partner Solutions

New York

Name Henry Low

Title Senior Associate

Division Capital & Partner Solutions

Location New York

Henry Low, Senior Associate, Capital & Partner Solutions, Vista Equity Partners

Henry Low joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Low was a Senior Associate at Evercore in the Hong Kong Generalist M&A Advisory group, where he focused on the origination and execution of M&A, capital raising and capital markets transactions and was responsible for leading the coverage of key financial sponsors and corporate clients in the region. Before Evercore, Mr. Low was an Assistant Manager at Maybank Investment Bank, where he worked on the Mergers & Acquisitions team.

Education

B.Bus. in Accounting, Banking and Finance, Monash University

Thomas Prominski

Senior Associate

Capital & Partner Solutions

San Francisco

Name Thomas Prominski

Title Senior Associate

Division Capital & Partner Solutions

Location San Francisco

Thomas Prominski joined Vista Equity Partners in 2023 and is responsible for product marketing efforts across Vista’s capital raising campaigns.

Prior to joining Vista, Mr. Prominski was a Vice President at Goldman Sachs, where he worked in the Alternatives Capital Markets & Strategy group leading client strategy and capital raising for the firm’s alternative investments platform. Before Goldman Sachs, Mr. Prominski was a Business Analyst at Casey Quirk, a business of Deloitte, where he advised traditional and alternative asset management firms.

Education

B.A. in Political Science, University of Virginia

Kevin Sofield

Managing Director

Capital Markets

Austin

Name Kevin Sofield

Title Managing Director

Division Capital Markets

Location Austin

Kevin Sofield, Managing Director, Vista Equity Partners

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

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

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

Education

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

Lucy Neugart

Senior Vice President

Marketing

Austin

Name Lucy Neugart

Title Senior Vice President

Division Marketing

Location Austin

Lucy Neugart, Director, Marketing, Vista Equity Partners

Lucy Neugart joined Vista Equity Partners in 2019 and leads the firm’s marketing communications, events and marketing technology functions.

Prior to joining Vista, Ms. Neugart worked as an independent consultant, advising companies in technology and other sectors on public relations and marketing initiatives. Before her role as an independent consultant, Ms. Neugart was a Principal at Sard Verbinnen & Co., 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

Harrison Rogers

Senior Associate, Operations

Capital & Partner Solutions

Name Harrison Rogers

Title Senior Associate, Operations

Division Capital & Partner Solutions

Location

Harrison Rogers joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Rogers was a Senior Information Technology Business Analyst at Georgia-Pacific, where he led custom application and ERP system development and implementation efforts. Before Georgia-Pacific, Mr. Rogers was a Business Analyst at Castellini Company.

Education

B.A. in Philosophy and Economics, Denison University
M.B.A., University of Cincinnati Carl H. Linder College of Business

Lara Sherman

Senior Associate

Capital & Partner Solutions

New York

Name Lara Sherman

Title Senior Associate

Division Capital & Partner Solutions

Location New York

Lara Sherman joined Vista Equity Partners in 2024.

Prior to joining Vista, Ms. Sherman was Director and Head of Private Equity Business Development at Carta, an enterprise software company. Before Carta, Ms. Sherman was a Senior Associate at Summit Rock Advisors, where she was a member of the fund investment team and invested in private equity and venture capital managers. Prior to Summit Rock, Ms. Sherman was an Investment Banking Analyst at Lazard where she focused on restructuring.

Education

B.A. in Economics, Columbia University

Amanda Wu

Senior Associate

Capital & Partner Solutions

New York

Name Amanda Wu

Title Senior Associate

Division Capital & Partner Solutions

Location New York

Amanda Wu joined Vista Equity Partners in 2023.

Prior to joining Vista, Ms. Wu was an Associate Vice President at Blackstone, where she worked on capital raising and investor relations efforts. Prior to her role as Associate Vice President, she was an Associate on the Portfolio Operations team at Blackstone, where she focused on partnering with portfolio company C-suite executives on post-acquisition strategic initiatives. Before Blackstone, Ms. Wu was a Senior Associate at Ernst & Young, where she worked in transaction advisory services.

Education

B.S. in Accounting, University of Illinois Urbana-Champaign
M.S., Accounting, University of Illinois Urbana-Champaign

Mauro Bonugli

Managing Director

OneVista

Name Mauro Bonugli

Title Managing Director

Division OneVista

Location

Mauro Bonugli to OneVista, Managing Director

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

Florina Yang

Senior Associate

Capital & Partner Solutions

New York

Name Florina Yang

Title Senior Associate

Division Capital & Partner Solutions

Location New York

Florina Yang joined Vista Equity Partners in 2022.

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

Education

B.A. in Economics, University of Chicago

Jennifer Caplis

Associate

Capital & Partner Solutions

Austin

Name Jennifer Caplis

Title Associate

Division Capital & Partner Solutions

Location Austin

Jennifer Caplis joined Vista Equity Partners in 2018. Before her current role on the Capital & Partner Solutions team, Ms. Caplis served as an Associate on the Marketing Technology & Insights team, where she helped build out the Marketing and Fundraising reporting and analytics strategy. Earlier in her career at Vista, Ms. Caplis was an Analyst on the Business Development team.

Prior to joining Vista, Ms. Caplis was a Corporate Finance and Licensing Coordinator for Chipotle Mexican Grill, Inc., where she evaluated restaurant profitability and managed licensing.

Education

B.S. in Finance and Risk Management Insurance, University of Colorado

Colin Rakita

Senior Vice President, Tax and General Partner Programs

Finance

San Francisco

Name Colin Rakita

Title Senior Vice President, Tax and General Partner Programs

Division Finance

Location San Francisco

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

Colin Rakita joined Vista Equity Partners in 2017. Mr. Rakita is responsible for the structuring of transactions across all of the Vista product lines. He is also responsible for tax compliance for the Vista funds, including global information reporting.

Prior to joining Vista, Mr. Rakita worked in the New York and San Francisco asset management practices at PricewaterhouseCoopers (PwC). While at PwC, Mr. Rakita worked with private equity, hedge fund, regulated investment companies and business development corporations on tax consulting and compliance projects.

Education

B.S. in Business Administration, The Ohio State University

Isabella Chung

Associate

Capital & Partner Solutions

New York

Name Isabella Chung

Title Associate

Division Capital & Partner Solutions

Location New York

Isabella Chung joined Vista Equity Partners in 2024.

Prior to joining Vista, Ms. Chung was an Analyst at KKR, where she worked on the Client Solutions team covering the Americas. Before KKR, Ms. Chung was an Analyst at Iron Park Capital, where she focused on capital formation.

Education

B.A. in East Asian Studies, Princeton University

Fiona Rees

Senior Vice President, Head of Fund Operations, Private Equity

Finance

San Francisco

Name Fiona Rees

Title Senior Vice President, Head of Fund Operations, Private Equity

Division Finance

Location San Francisco

Fiona Rees, Director, Finance, Vista Equity Partners

Fiona Rees joined Vista Equity Partners in 2015. Ms. Rees manages fund operations for 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

Brian Gibson

Managing Director, Channel Partnerships and Alliances

OneVista

Name Brian Gibson

Title Managing Director, Channel Partnerships and Alliances

Division OneVista

Location

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

Brian Gibson joined the Value Creation Team 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

Stephen Foster

Senior Vice President

Private Equity, Foundation

Austin

Name Stephen Foster

Title Senior Vice President

Division Private Equity, Foundation

Location Austin

Stephen Foster, Vice President, Vista Equity Partners

Stephen Foster joined Vista Equity Partners in 2014 and is a member of the private equity Foundation team. Mr. Foster currently sits on the boards of Critical Start, ESO Solutions, LogicMonitor and Naviga, and works with the firm’s investment in Menlo Security. He was also actively involved with the firm’s investments in AGDATA, Aptean, 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. Before 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

Adam Sale

Senior Vice President

Human Resources

Austin

Name Adam Sale

Title Senior Vice President

Division Human Resources

Location Austin

Adam Sale joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Sale was Head of Talent Acquisition at Goldman Sachs, where he led global engineering and firmwide recruiting across Texas. Before Goldman Sachs, Mr. Sale was a Director at GTS Securities, where he managed global recruitment and business development efforts. Prior to GTS, Mr. Sale was a Managing Director at Global Trading Practice, where he founded the executive search firm’s U.S. office and scaled global expansion.

Education

LL.B. in Law and Business Administration, Keele University

Gursimarjit “Simi” Singh

Senior Vice President, Head of Compliance & Senior Counsel for Private and Public Equity

Legal & Compliance

San Francisco

Name Gursimarjit “Simi” Singh

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

Division Legal & Compliance

Location San Francisco

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, Vice President, Human Resources, Vista Equity Partners

Nancy Whalen joined Vista Equity Partners in 2017. Ms. Whalen is responsible for all aspects of human capital management for employees of Vista Credit Partners and the Value Creation Team, 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

Alexandra Fen

Director

Credit

New York

Name Alexandra Fen

Title Director

Division Credit

Location New York

Alexandra Fen, Vice President, Credit, Vista Equity Partners

Alexandra Fen joined Vista Credit Partners in 2021.

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

Education

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

Charles Guan

Senior Vice President

Private Equity, Flagship

San Francisco

Name Charles Guan

Title Senior Vice President

Division Private Equity, Flagship

Location San Francisco

Charles Guan, Vice President, Vista Equity Partners

Charles Guan joined Vista Equity Partners in 2009. Mr. Guan is a Senior Vice President in the Flagship Fund. He is responsible for leading strategy and operations in the areas of sourcing, investment and diligence processes, portfolio management, monetizations and Flagship team development.

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

Jack Holby

Director

Credit

New York

Name Jack Holby

Title Director

Division Credit

Location New York

Jack Holby, Vice President, Credit, Vista Equity Partners

Jack Holby joined Vista Credit Partners in 2021.

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

Education

B.S. Mathematics, St. Lawrence University

Aaron Gupta

Senior Vice President

Private Equity, Foundation

Austin

Name Aaron Gupta

Title Senior Vice President

Division Private Equity, Foundation

Location Austin

Aaron Gupta, Vice President, Vista Equity Partners

Aaron Gupta joined Vista Equity Partners in 2014 and is a member of the private equity Foundation team. Mr. Gupta currently serves on the boards of ARCOS, FLASH and Poppulo. He was also actively involved with the firm’s investments in Allocate, Bullhorn, Lone Wolf, Main Street Hub, PowerSchool, Regulatory DataCorp (RDC), Tomia and Upserve. Mr. Gupta was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2023.

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 Equity Partners in 2021 and is a member of the private equity Endeavor team. Ms. Kaplan currently sits on the boards of Fusion Risk Management, Jebbit and Mabl.

Prior to Vista, Ms. Kaplan spent 11 years at the Goldman Sachs Group, 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 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

Julio Del Peón

Associate

Capital & Partner Solutions

New York

Name Julio Del Peón

Title Associate

Division Capital & Partner Solutions

Location New York

Julio Del Peón joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Del Peón was an Associate at Apollo Global Management within the Institutional Client group, where he covered Latin America and assisted with fundraising and business development efforts. Before Apollo, Mr. Del Peón was an Analyst at J.P. Morgan, where he worked in the Latin America division of the firm’s Private Bank.

Education

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

Derek Klomhaus

Senior Vice President

Private Equity, Foundation

Austin

Name Derek Klomhaus

Title Senior Vice President

Division Private Equity, Foundation

Location Austin

Derek Klomhaus, Vice President, Vista Equity Partners

Derek Klomhaus joined Vista Equity Partners in 2015 and is 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

Brian Loring

Senior Vice President

Private Equity, Foundation

Austin

Name Brian Loring

Title Senior Vice President

Division Private Equity, Foundation

Location Austin

Brian Loring, Vice President, Vista Equity Partners

Brian Loring joined Vista Equity Partners in 2011 and is a member of the private equity Foundation team. Mr. Loring currently sits on the boards of AlertMedia, BetterCloud, Khoros, Kibo, Monetate 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 (Powered by PayLease).

Prior to joining Vista, Mr. Loring worked at Riverside Resources, a commercial real estate firm, where he focused on the 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

Khalida Ali

Vice President

Diversity & Inclusion

Austin

Name Khalida Ali

Title Vice President

Division Diversity & Inclusion

Location Austin

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

Khalida Ali joined Vista Equity Partners in 2019. Ms. Ali is responsible for developing and delivering the diversity and inclusion strategy and initiatives for Vista Equity Partners. 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

Sam Payton

Senior Vice President

Private Equity, Flagship

Austin

Name Sam Payton

Title Senior Vice President

Division Private Equity, Flagship

Location Austin

Sam Payton, Vice President, Vista Equity Partners

Sam Payton joined Vista Equity Partners in 2015 and is 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, Senior Vice President, Private Equity, Flagship, Vista Equity Partners

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

Nicolas Stahl

Senior Vice President

Private Equity, Flagship

Austin

Name Nicolas Stahl

Title Senior Vice President

Division Private Equity, Flagship

Location Austin

Nicolas Stahl, Vice President, Vista Equity Partners

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

Daniel Ryan

Director, Head of Credit Operations

Credit

New York

Name Daniel Ryan

Title Director, Head of Credit Operations

Division Credit

Location New York

Daniel Ryan joined Vista Credit Partners in 2023.

Prior to joining Vista, Mr. Ryan was a Principal and Head of Private Credit Operations at Carlyle, where he oversaw the operations for all private credit businesses on the Global Credit platform. Before Carlyle, Mr. Ryan was Director of Finance for Serengeti Asset Management, an investment firm focused on niche and illiquid private investments. He began his career at Bank of America Merrill Lynch as a Product Controller supporting the global credit and equity derivatives trading desks. Mr. Ryan is a CFA charterholder and a licensed CPA in the state of North Carolina.

Education

B.A. in Political Science and Government, The University of North Carolina at Chapel Hill
M.A.C., The University of North Carolina at Chapel Hill

Ekaterina Dmitrieva

Associate, Operations

Capital & Partner Solutions

New York

Name Ekaterina Dmitrieva

Title Associate, Operations

Division Capital & Partner Solutions

Location New York

Ekaterina Dmitrieva joined Vista Equity Partners in 2024.

Prior to joining Vista, Ms. Dmitrieva was an Associate at MVision Private Equity Advisers, where she led GP capital fundraising efforts. Before MVision, Ms. Dmitrieva was an Investment Associate at Seaport Global Asset Management, where she focused on business development and investor relations.

Education

B.A. in Economics, Moscow State University of M. V. Lomonosov
M.B.A., Columbia Business School

Jessica Cash

Operating Senior Vice President

Private Equity, Endeavor

Name Jessica Cash

Title Operating Senior Vice President

Division Private Equity, Endeavor

Location

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

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

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

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

Education

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

Christopher Johnson

Operating Senior Vice President

Permanent Capital

Austin

Name Christopher Johnson

Title Operating Senior Vice President

Division Permanent Capital

Location Austin

Christopher Johnson, Managing Director, OneVista

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 a member of the private equity Flagship team. Mr. Alea currently works with the firm’s investments in Apptio, Bonterra, CentralSquare, Cloud Software Group, Jio, Tribute Technology and Olive.AI. He was also actively involved with the firm’s investments in Fusion Risk Management, TransFirst, Vertafore and Zego (Powered by PayLease).

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, Senior Associate, Vista Equity Partners

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, Senior Associate, Vista Equity Partners

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, Vice President, Private Equity, Flagship, Vista Equity Partners

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 (formerly 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

Kyle Henderson

Vice President

Private Equity, Flagship

San Francisco

Name Kyle Henderson

Title Vice President

Division Private Equity, Flagship

Location San Francisco

Kyle Henderson, Associate, Vista Equity Partners

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 PlanSource and Salesloft. He was also actively involved with the firm’s investments in Apptio, 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

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

Ann Mathews-Pereira

Vice President

Private Equity, Foundation

Austin

Name Ann Mathews-Pereira

Title Vice President

Division Private Equity, Foundation

Location Austin

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

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

Larry Brehmer

Vice President, Treasury Operations

Finance

Name Larry Brehmer

Title Vice President, Treasury Operations

Division Finance

Location

Larry Brehmer joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Brehmer was Vice President of Treasury Operations at General Atlantic. Before his most recent role, he spent over 10 years in various roles at General Atlantic including Controller of PE Funds and Vice President of Financial Systems and Treasury.

Education

B.S. in Finance, Siena College

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 a member of the private equity Endeavor team. Mr. McMorrow currently works with the firm’s investments in BigTime, Gatekeeper and Resilinc. He was also actively involved with the firm’s investment in 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 CEO 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

Nick Murley

Vice President

Private Equity, Flagship

Chicago

Name Nick Murley

Title Vice President

Division Private Equity, Flagship

Location Chicago

Nick Murley, Associate, Vista Equity Partners

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, Duck Creek Technologies 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

Brooke Nakatsukasa

Vice President

Private Equity, Flagship

San Francisco

Name Brooke Nakatsukasa

Title Vice President

Division Private Equity, Flagship

Location San Francisco

Brooke Nakatsukasa, Senior Associate, Vista Equity Partners

Brooke Nakatsukasa joined Vista Equity Partners in 2016 and is 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

Rodrigo Serna

Director

Credit

New York

Name Rodrigo Serna

Title Director

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

Andrew DuCharme

Associate

Capital & Partner Solutions

New York

Name Andrew DuCharme

Title Associate

Division Capital & Partner Solutions

Location New York

Andrew DuCharme joined Vista Equity Partners in 2024.

Prior to joining Vista, Mr. DuCharme was an Associate at PJT Partners, where he focused on LP and GP-led secondary transactions.

Education

B.S. in Finance and International Business, Georgetown University

Sophie Elgamal

Associate

Capital & Partner Solutions

New York

Name Sophie Elgamal

Title Associate

Division Capital & Partner Solutions

Location New York

Sophie Elgamal joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Elgamal was an Institutional Client Solutions Analyst at Blackstone, where she was responsible for investor relations and business development in Blackstone Strategic Partners.

Education

B.A. in Law, Letters and Society, The University of Chicago

Dennis Grace

Associate

Capital & Partner Solutions

New York

Name Dennis Grace

Title Associate

Division Capital & Partner Solutions

Location New York

Dennis Grace, Associate, Capital & Partner Solutions, Vista Equity Partners

Dennis Grace joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Grace was an Associate at Morgan Stanley in the Technology Capital Markets group, where he advised and executed on transactions for technology companies across software, internet, e-commerce and semiconductor subsectors. Before Morgan Stanley, Mr. Grace was an Associate at Nomura Securities, where he worked in the Industrials group within the Investment Banking division.

Education

B.B.A. in Finance, Villanova University, with honors

Grace Guenther

Associate

Capital & Partner Solutions

New York

Name Grace Guenther

Title Associate

Division Capital & Partner Solutions

Location New York

Grace Guenther joined Vista Equity Partners in 2023.

Prior to joining Vista, Ms. Guenther was an Investment Banking Analyst at Credit Suisse, where she was responsible for managing the execution of equity offerings across public and private capital markets.

Education

B.A. in Media Studies, The University of Virginia

Hansen Kuo

Associate, Operations

Capital & Partner Solutions

Austin

Name Hansen Kuo

Title Associate, Operations

Division Capital & Partner Solutions

Location Austin

Hansen Kuo joined Vista Equity Partners in 2020.

Prior to joining Vista, Mr. Kuo was an Email Coordinator at SecureLink (a former Vista portfolio company), where he developed and reported on email campaigns. Before SecureLink, Mr. Kuo was a Content Analyst at Accenture, where he worked on client communications.

Education

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

Blair Ohman

Vice President

Private Equity, Flagship

Austin

Name Blair Ohman

Title Vice President

Division Private Equity, Flagship

Location Austin

Blair Ohman, Associate, Vista Equity Partners

Blair Ohman joined Vista Equity Partners in 2020 and is a member of the private equity Flagship team. Mr. Ohman currently works with the firm’s investments in Advanced, 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

Justin Lai

Associate

Capital & Partner Solutions

New York

Name Justin Lai

Title Associate

Division Capital & Partner Solutions

Location New York

Justin Lai joined Vista Equity Partners in 2024.

Prior to joining Vista, Mr. Lai was a Private Equity Associate at Flexpoint Ford, where he covered consumer health and medical technology investment opportunities. Before Flexpoint, Mr. Lai was an Investment Banking Analyst at Moelis & Company, where he worked on M&A, capital raising and restructuring efforts in the healthcare sector.

Education

B.A. in Honors Business Administration, Western University
M.S., Finance, Owen Graduate School of Management, Vanderbilt University

Franklin Reis

Vice President

Private Equity, Flagship

San Francisco

Name Franklin Reis

Title Vice President

Division Private Equity, Flagship

Location San Francisco

Franklin Reis, Senior Associate, Vista Equity Partners

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

Prior to joining Vista, Mr. Reis worked at Guggenheim Partners in the Corporate Credit Group, where he originated, structured and executed middle market private equity and leveraged finance transactions in the software and technology markets.

Education

B.A. in Economics, Bowdoin College

Robert F. Smith

Founder, Chairman and CEO

Executive Committee

Austin

Name Robert F. Smith

Title Founder, Chairman and CEO

Division Executive Committee

Location Austin

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

Robert F. Smith is Vista’s Founder, Chairman and CEO. He directs Vista’s investment strategy and decisions, governance and investor relations. Mr. Smith sits on the Investment Committees for Vista’s Flagship, Foundation, Endeavor and Perennial Funds and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Vista currently manages equity assets under management of over $100 billion and oversees a portfolio of more than 85 enterprise software, data and technology-enabled companies that employ over 98,000 people worldwide. Since Vista’s inception, Mr. Smith has supervised over 600 completed transactions representing more than $300 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

Vinay Shah

Vice President

Private Equity, Foundation

Austin

Name Vinay Shah

Title Vice President

Division Private Equity, Foundation

Location Austin

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

Vinay Shah joined Vista Equity Partners in 2016 and is currently a member of the private equity Foundation team. Mr. Shah currently sits on the board of TigerConnect and is actively involved in the firm’s investments in Bonterra and Sonatype. He was previously involved in the firm’s investments in Jamf (NASDAQ: JAMF), Solera and Upserve.

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

Education

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

Lendell Thompson

Director

Credit

San Francisco

Name Lendell Thompson

Title Director

Division Credit

Location San Francisco

Lendell Thompson, Director, Vista Credit Partners

Lendell Thompson joined Vista Credit Partners in 2017.

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

Education

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

Aditi Shroff

Vice President

Private Equity, Foundation

Austin

Name Aditi Shroff

Title Vice President

Division Private Equity, Foundation

Location Austin

Aditi Shroff, Associate, Vista Equity Partners

Aditi Shroff joined Vista Equity Partners in 2018 and is a member of the private equity Foundation team. Ms Shroff currently sits on the board of BetterCloud and works with the firm’s investments in BetterCloud and Power Factors. She was also actively involved with the firm’s investments in Applause, Jio, Mediaocean, Poppulo, 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, University of Pennsylvania

David A. Breach

President & Chief Operating Officer

Executive Committee

Austin

Name David A. Breach

Title President & Chief Operating Officer

Division Executive Committee

Location Austin

David A. Breach, Vista Equity Partners

David A. Breach is Vista’s President and Chief Operating Officer. He currently sits on Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm’s Private Equity Management and Vista’s Private Equity Funds’ Investment Committees. Mr. Breach also sits on the boards of Vista portfolio companies 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

Dan Sullivan

Vice President

Private Equity, Foundation

Austin

Name Dan Sullivan

Title Vice President

Division Private Equity, Foundation

Location Austin

Dan Sullivan, Senior Associate, Vista Equity Partners

Dan Sullivan joined Vista Equity Partners in 2014 and is 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, Poppulo and TRG Screen. He was also actively involved with the firm’s investments in Aptean, Lone Wolf and RDC.

Education

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

Amanda Tyson

Vice President

Private Equity, Flagship

Chicago

Name Amanda Tyson

Title Vice President

Division Private Equity, Flagship

Location Chicago

Amanda Tyson, Associate, Vista Equity Partners

Amanda Tyson joined Vista Equity Partners in 2019 and is a member of the private equity Flagship team. Ms. Tyson currently works with the firm’s investments in Klarna, Securonix, SmartBear 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 and Dean’s Award

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

Jeffrey Loeb

Associate

Capital & Partner Solutions

New York

Name Jeffrey Loeb

Title Associate

Division Capital & Partner Solutions

Location New York

Jeffrey Loeb joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Loeb was a Vice President at Citi, where he worked in the Chief of Staff Office of the Chief Investment Officer. Before Citi, Mr. Loeb was a Customer Success Manager at Morningstar, where he led relationship management efforts across Texas.

Education

B.A. in Government, The University of Texas at Austin, with special honors
M.A., Government, The University of Texas at Austin
M.B.A., McDonough School of Business, Georgetown University

Mark Wenden

Vice President

Private Equity, Endeavor

Austin

Name Mark Wenden

Title Vice President

Division Private Equity, Endeavor

Location Austin

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

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 Dispatch and LifeLoop (formerly iN2L). He was actively involved with the firm’s investments in Allvue, BlueConic, Datto (formerly NYSE: MSP), Finastra, Naviga, Schoox and Zapproved.

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, Operating Vice President, Private Equity, Vista Equity Partners

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

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

Education

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

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

Zubin Nagpal

Operating Vice President

Private Equity, Foundation

Austin

Name Zubin Nagpal

Title Operating Vice President

Division Private Equity, Foundation

Location Austin

Zubin Nagpal, Operating Vice President, Vista Equity Partners

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

Jeremy Mekdhanasarn

Senior Vice President

Public Equity

San Francisco

Name Jeremy Mekdhanasarn

Title Senior Vice President

Division Public Equity

Location San Francisco

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

Jeremy Mekdhanasarn joined Vista Public Strategies in 2016 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, Director, Vista Equity Partners

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

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

Luke Mott

Associate

Public Equity

San Francisco

Name Luke Mott

Title Associate

Division Public Equity

Location San Francisco

Luke Mott joined Vista Public Strategies in 2023.

Prior to joining Vista, Mr. Mott was an Equity Research Associate at Wolfe Research. Before Wolfe, Mr. Mott was an intern at Chevron, where he was a part of the finance development program.

Education

B.A. in Economics, University of California, Berkeley

Blake Ramsden

Associate

Public Equity

San Francisco

Name Blake Ramsden

Title Associate

Division Public Equity

Location San Francisco

Blake Ramsden, Associate, Public Equity, Vista Equity Partners

Blake Ramsden joined Vista Public Strategies in 2022.

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

Education

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

Jenna Sleefe

Vice President, Business Development

Private Equity, Foundation

Name Jenna Sleefe

Title Vice President, Business Development

Division Private Equity, Foundation

Location

Jenna Sleefe joined Vista Equity Partners in 2023 and is a member of the private equity Foundation team. Ms. Sleefe leads the Foundation Fund’s business development strategy with the senior leadership team and is focused on investing in mid-market enterprise software businesses.

Prior to joining Vista, Ms. Sleefe was Director of Business Development at Francisco Partners, where she was responsible for pipeline management and executing M&A investments in software and technology. Before Francisco Partners, Ms. Sleefe was a Software Investor at K1 Investment Management, where she led and expanded the firm’s sourcing activity for buyout investments in B2B and enterprise software. Before her time with K1, Ms. Sleefe was Chief Compliance Officer and Director of Acquisitions and Integration at Internet Brands, focusing on technology and media investments during the KKR and Hellman & Friedman investment periods.

Education

B.A. in Public Relations, Hofstra University, magna cum laude
J.D., Southwestern Law School, magna cum laude

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

New York

Name Charlotte Cipolletti

Title Director of Impact

Division Private Equity

Location New York

Charlotte Cipolletti joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Cipolletti was Director of Impact Investments at CapShift, where she managed the sourcing and due diligence of compelling impact investments on behalf of family offices, donor-advised funds and foundation limited partners. 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

Allyson Ahlstrom

Senior Associate

Private Equity, Endeavor

San Francisco

Name Allyson Ahlstrom

Title Senior Associate

Division Private Equity, Endeavor

Location San Francisco

Allyson Ahlstrom joined Vista Equity Partners in 2023.

Prior to joining Vista, Ms. Ahlstrom was a Senior Investment Associate at Brighton Park Capital. Before Brighton Park Capital, Ms. Ahlstrom was an Investment Analyst at Long Ridge Equity Partners.

Education

B.S. in Economics, University of Pennsylvania

Phillip Barber

Senior Associate

Private Equity, Flagship

San Francisco

Name Phillip Barber

Title Senior Associate

Division Private Equity, Flagship

Location San Francisco

Phillip Barber joined Vista Equity Partners in 2021. Mr. Barber is actively involved with the firm’s investments in Avalara, Cloud Software Group and Sonatype.

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 

Elizabeth Carter

Senior Associate

Private Equity, Flagship

Austin

Name Elizabeth Carter

Title Senior Associate

Division Private Equity, Flagship

Location Austin

Elizabeth Carter, Associate, Private Equity, Vista Equity Partners

Elizabeth Carter joined Vista Equity Partners in 2020 and is a member of the private equity Flagship team. Ms. Carter currently works with the firm’s investments in Duck Creek Technologies, Mindbody and Xactly. She was also actively involved with the firm’s investments in Allvue and ARCOS. 

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

Adam Greene

Senior Associate

Private Equity, Foundation

Austin

Name Adam Greene

Title Senior Associate

Division Private Equity, Foundation

Location Austin

Adam Greene, Associate, Vista Equity Partners

Adam Greene joined Vista Equity Partners in 2018 and is 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

Nick Grisius

Senior Associate

Private Equity, Foundation

Austin

Name Nick Grisius

Title Senior Associate

Division Private Equity, Foundation

Location Austin

Nicholas Grisius, Analyst, Vista Equity Partners

Nick 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

Broderick Kelley

Senior Associate

Private Equity, Foundation

Chicago

Name Broderick Kelley

Title Senior Associate

Division Private Equity, Foundation

Location Chicago

Broderick Kelley, Associate, Vista Equity Partners

Broderick Kelley joined Vista Equity Partners in 2018 and is a member of the private equity Foundation team. Mr. Kelley currently works with the firm’s investments in Granicus, Poppulo and Power Factors. 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

Pavan Mahtani

Senior Associate

Private Equity, Endeavor

New York

Name Pavan Mahtani

Title Senior Associate

Division Private Equity, Endeavor

Location New York

Pavan Mahtani, Associate, Vista Equity Partners

Pavan Mahtani joined Vista Equity Partners in 2024 and is a member of the private equity Endeavor team. Mr. Mahtani currently works with the firm’s investment in LifeLoop.

Prior to joining Vista, Mr. Mahtani was Chief of Staff to the CEO and the GM of New Businesses at Veho, a crowdsourced last-mile delivery business. Prior to joining Veho, Mr. Mahtani was a Senior Associate at Vista Equity Partners, where he was actively involved with the firm’s investments in Advanced, iCIMS, Khoros, Naviga and Pluralsight.

Education

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

Mary Kate O’Neill

Associate

Capital & Partner Solutions

New York

Name Mary Kate O’Neill

Title Associate

Division Capital & Partner Solutions

Location New York

Mary Kate O’Neill joined Vista Equity Partners in 2023.

Prior to joining Vista, Ms. O’Neill was an Investor Relations Associate at Antara Capital, where she focused on business development and capital fundraising. Before Antara Capital, Ms. O’Neill was a Strategy Associate at J.P. Morgan Chase & Co., where she worked in the Onyx and Corporate Strategy units.

Education

B.A. in Applied Psychology and Human Development, Boston College

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 a member of the private equity Flagship team. Ms. McCormick currently works with the firm’s investments in iCIMS, KnowBe4 (formerly NASDAQ: KNBE) and PowerSchool (NYSE: PWSC). She was actively involved with the firm’s investments in Mindbody, Numerator and 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.B.A. 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, Associate, Vista Equity Partners

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 BlueConic, Jebbit and RadarFirst. He was also actively involved with the firm’s investments in Advanced, Benchmark Gensuite, Fusion Risk Management, iCIMS, Jio, 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

San Francisco

Name Annie Meyjes

Title Senior Associate

Division Private Equity, Flagship

Location San Francisco

Annie Meyjes, Senior Associate, Private Equity, Flagship, Vista Equity Partners

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 and Pluralsight. She was also actively involved with the firm’s investments in Apptio, Cloud Software Group, MedTrainer, SecureLink, Tribute Technology and Wrike.

Prior to joining Vista, Ms. Meyjes worked at the Goldman Sachs Group in the Securities division.

Education

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

David Pinsky

Senior Associate

Private Equity, Foundation

Austin

Name David Pinsky

Title Senior Associate

Division Private Equity, Foundation

Location Austin

David Pinsky joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Pinsky was an Investment Professional at Newlight Partners, where he focused on growth equity and buyout transactions. Before Newlight Partners, Mr. Pinsky was an Investment Banking Analyst at Goldman Sachs, where he worked in the Consumer and Healthcare group.

Education

B.S. in Finance, University of Florida
M.S., Finance, University of Florida

William Sitzman

Senior Associate

Private Equity, Flagship

Austin

Name William Sitzman

Title Senior Associate

Division Private Equity, Flagship

Location Austin

William Sitzman, Analyst, Private Equity, Vista Equity Partners

William Sitzman joined Vista Equity Partners in 2021.

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

Education

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

TJ Veech

Senior Associate

Private Equity, Endeavor

Chicago

Name TJ Veech

Title Senior Associate

Division Private Equity, Endeavor

Location Chicago

TJ Veech, Associate, Vista Equity Partners

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

Prior to joining Vista, TJ worked at True Wind Capital, a technology-focused private equity firm. Prior to True Wind, TJ worked at William Blair & Company in the Technology Investment Banking group.

Education

B.S. in Accountancy, University of Illinois at Urbana-Champaign

Rares Barbu

Associate

Private Equity

Chicago

Name Rares Barbu

Title Associate

Division Private Equity

Location Chicago

Rares Barbu, Analyst, Vista Equity Partners

Rares Barbu joined Vista Equity Partners in 2019. Mr. Barbu currently works with the firm’s investments in Alegeus, BigTime, Innovapptive and TripleLift. He was actively involved with the firm’s investments in AlertMedia, Bonterra, LifeLoop (formerly 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

Jaden Baron

Associate

Private Equity

Austin

Name Jaden Baron

Title Associate

Division Private Equity

Location Austin

Jaden Baron, Analyst, Private Equity, Vista Equity Partners

Jaden Baron joined Vista Equity Partners in 2021. 

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

Education

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

Javier Borjas

Associate

Private Equity

Chicago

Name Javier Borjas

Title Associate

Division Private Equity

Location Chicago

Javier Borjas, Associate, Private Equity, Vista Equity Partners

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, Analyst, Private Equity, Vista Equity Partners

Nick Burrello joined Vista Equity Partners in 2021.

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

Education

B.A. in Government and Economics, Harvard University

Steven Castaño

Associate

Private Equity

Austin

Name Steven Castaño

Title Associate

Division Private Equity

Location Austin

Steven Castaño joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Castaño was a Research Associate at Capital Group, where he focused on investing in retail and fintech companies across public and private markets. Before Capital Group, Mr. Castaño was a Research Analyst at Credit Suisse, where he helped publish research on alternative asset managers.

Education

B.A. in History, Yale University
M.B.A., Harvard Business School

Shreya Chatterji

Associate

Private Equity

Chicago

Name Shreya Chatterji

Title Associate

Division Private Equity

Location Chicago

Shreya Chatterji joined Vista Equity Partners in 2023.

Prior to joining Vista, Ms. Chatterji was an Investment Associate at Rubicon Technology Partners, where she focused on enterprise software growth buyouts in the lower middle market. Before Rubicon, Ms. Chatterji was an Analyst at Solomon Partners, where she advised on mergers and acquisitions and restructuring processes within the consumer and retail sectors.

Education

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

Jennifer Harrigan

Managing Director, Strategic Client Relationships

OneVista

New York

Name Jennifer Harrigan

Title Managing Director, Strategic Client Relationships

Division OneVista

Location New York

Jennifer Harrigan, Strategic Client Management Officer, Vista Equity Partners

Jennifer Harrigan joined the Value Creation Team 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.

Amy Cui

Associate

Private Equity

Austin

Name Amy Cui

Title Associate

Division Private Equity

Location Austin

Amy Cui, Analyst, Private Equity, Vista Equity Partners

Amy Cui joined Vista Equity Partners in 2020.

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

Education

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

Alexa Fillingim

Associate

Private Equity

Chicago

Name Alexa Fillingim

Title Associate

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.

Education

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

Nicolette Groen

Associate

Private Equity

Austin

Name Nicolette Groen

Title Associate

Division Private Equity

Location Austin

Nicolette Groen joined Vista Equity Partners in 2023.

Prior to joining Vista, Ms. Groen was a Private Equity Associate at Compass Diversified, where she focused on investing in middle-market consumer and industrials businesses. Before her time at Compass, Ms. Groen worked as an Investment Banking Analyst in the Global Energy group at Citigroup.

Education

B.A. in Mathematical Economic Analysis and Managerial Studies, Rice University
M.B.A., The Wharton School, University of Pennsylvania

Nitin Suri

Executive Director

OneVista

Name Nitin Suri

Title Executive Director

Division OneVista

Location

Nitin Suri joined the Value Creation Team 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

Ashley Butler

Vice President, Senior Fund Counsel

Legal & Compliance

San Francisco

Name Ashley Butler

Title Vice President, Senior Fund Counsel

Division Legal & Compliance

Location San Francisco

Ashley Butler joined Vista Equity Partners in 2020 and is responsible for fund and regulatory matters across all investment strategies.

Prior to joining Vista, Ms. Butler was an Associate at Ropes & Gray, where she focused on advising investment advisors on fund formation and structuring, fund operations and legal and regulatory issues for private equity and hedge funds. Before Ropes & Gray, Ms. Butler was an Investment Management Associate at Schulte Roth & Zabel, where she focused on the representation of investment advisors in connection with the structuring, formation and ongoing operational needs of various funds as well as regulatory and compliance matters. She is also a member of the New York and California bars.

Education

B.A. in Journalism and Political Science, University of North Carolina at Chapel Hill
J.D., Howard University School of Law

Nidhi Khurana

Associate

Private Equity

Chicago

Name Nidhi Khurana

Title Associate

Division Private Equity

Location Chicago

Nidhi Khurana joined Vista Equity Partners in 2023. Ms. Khurana is actively involved with the firm’s investments in Accelya and Tribute Technology.

Prior to joining Vista, Ms. Khurana worked as a Summer Associate at Clearlake Capital and as a pre-MBA Summer Associate at Triple Tree Capital. Ms. Khurana started her career as a Consultant at Accenture, where she worked in the Strategy group.

Education

B.S. in Economics, University of Minnesota Twin Cities, cum laude
B.A. in Political Science, University of Minnesota Twin Cities
M.B.A., Harvard Business School

Tyler Kellner

Vice President

Permanent Capital

Chicago

Name Tyler Kellner

Title Vice President

Division Permanent Capital

Location Chicago

Tyler Kellner, Vice President, Vista Equity Partners

Tyler Kellner joined Vista Equity Partners in 2012 and is 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

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

Adam Lawal

Associate

Private Equity

Chicago

Name Adam Lawal

Title Associate

Division Private Equity

Location Chicago

Adam Lawal joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Lawal was an Associate at Twin Brook Capital. Before Twin Brook Capital, Mr. Lawal was a Senior Associate at KPMG, where he worked in the Deal Advisory group.

Education

B.S. in Accountancy, University of Illinois Urbana-Champaign, with high honors
M.A.S., University of Illinois Urbana-Champaign, with high honors
M.B.A., The Wharton School at the University of Pennsylvania

Ruthy Ross

Director, Partners and Channels

OneVista

Name Ruthy Ross

Title Director, Partners and Channels

Division OneVista

Location

Ruthy Ross joined the Value Creation Team in 2023 and is responsible for driving AWS relationships for Vista’s portfolio companies.

Prior to joining Vista, Ms. Ross was a Director at SailPoint Technologies, where she set, drove and owned global AWS and Microsoft strategies. Before SailPoint, Ms. Ross was a Vice President of Channel Sales and Partnerships at Saviynt, where she was responsible for managing the company’s relationship and field enablement with Microsoft.

Education

B.S. in Business Administration and International Law, City University of Seattle

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 BlueConic, Eagleview, Ellucian and Naviga. He was actively involved with the firm’s investment in Aptean.

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

Doug Maier

Associate

Private Equity

Austin

Name Doug Maier

Title Associate

Division Private Equity

Location Austin

Doug Maier joined Vista Equity Partners in 2023. Mr. Maier currently works with the firm’s investments in Applause, ARCOS and EAB.

Prior to joining Vista, Mr. Maier was an Investment Banking Analyst at Goldman Sachs in the Leveraged Finance group.

Education

B.A. in Finance, Wake Forest 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, Associate, Private Equity, Vista Equity Partners

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

Diego Marrero

Associate

Private Equity

Austin

Name Diego Marrero

Title Associate

Division Private Equity

Location Austin

Diego Marrero joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Marrero was an Investment Banking Analyst in the Mergers and Acquisitions group at UBS, where he supported companies across a variety of verticals in M&A idea generation and execution.

Education

B.A. in Financial Economics, Columbia University

Misha Nehring

Associate

Private Equity

San Francisco

Name Misha Nehring

Title Associate

Division Private Equity

Location San Francisco

Misha Nehring joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Nehring was an Associate at Permira, where he focused on investments in the technology sector. Before Permira, Mr. Nehring was a Strategic Finance Senior Analyst at Genesys, a customer experience and call center software company. Prior to Genesys, Mr. Nehring worked in the Global Technology group at Citi.

Education

B.S. in Finance, Rutgers University

Rotimi Ogunmola

Associate

Private Equity

San Francisco

Name Rotimi Ogunmola

Title Associate

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

Associate

Private Equity

Chicago

Name Emmanuel Onakoya

Title Associate

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

Associate

Private Equity

Austin

Name Derek Orji

Title Associate

Division Private Equity

Location Austin

Derek Orji, Analyst, Private Equity, Vista Equity Partners

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

Anna Parakkott

Associate

Private Equity

Austin

Name Anna Parakkott

Title Associate

Division Private Equity

Location Austin

Anna Parakkott, Associate, Private Equity, Vista Equity Partners

Anna Parakkott joined Vista Equity Partners in 2022. Ms. Parakkott is actively involved with the firm’s investments in Alegeus, FLASH and Schoox.

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

Ravi Patel

Associate

Private Equity

Austin

Name Ravi Patel

Title Associate

Division Private Equity

Location Austin

Ravi Patel joined Vista Equity Partners in 2022. Mr. Patel currently works with the firm’s investments in Bonterra, FLASH and Schoox.

Prior to joining Vista, Mr. Patel was an Analyst in the Leveraged Finance group at Deutsche Bank.

Education

B.S. in Economics, University of Pennsylvania

Alice Qu

Associate

Private Equity

San Francisco

Name Alice Qu

Title Associate

Division Private Equity

Location San Francisco

Alice Qu, Analyst, Private Equity, Vista Equity Partners

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, Associate, Private Equity, Vista Equity Partners

Zainab Raji joined Vista Equity Partners in 2022. Ms. Raji is actively involved with the firm’s investments in Finastra and Menlo Security.

Prior to joining Vista, Ms. Raji was a Business Analyst at McKinsey & Company, where she performed strategy due diligence and planning for clients in eight 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, Associate, Private Equity, Vista Equity Partners

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

Andee Song

Associate

Private Equity

Chicago

Name Andee Song

Title Associate

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

Renee Spillane

Associate

Private Equity

Austin

Name Renee Spillane

Title Associate

Division Private Equity

Location Austin

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

Renee Spillane joined Vista Equity Partners in 2020.

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

Education

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

Charlotte Wang

Associate

Private Equity

San Francisco

Name Charlotte Wang

Title Associate

Division Private Equity

Location San Francisco

Charlotte Wang joined Vista Equity Partners in 2023. Ms. Wang currently works with the firm’s investments in Ellucian and WorkTango.

Prior to joining Vista, Ms. Wang was an Investment Banking Analyst at Moelis & Company.

Education

B.A. in Economics, University of Chicago, summa cum laude

Angus Woods

Associate

Private Equity

San Francisco

Name Angus Woods

Title Associate

Division Private Equity

Location San Francisco

Angus Woods joined Vista Equity Partners in 2023. Mr. Woods currently works with the firm’s investments in CentralSquare and Infoblox.

Prior to joining Vista, Mr. Woods was an Investment Banking Analyst at Evercore in the Technology M&A group, where he focused on advising public and private technology companies on mergers and acquisitions, capital raises and other strategic initiatives.

Education

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

Annie Zhao

Associate

Private Equity

San Francisco

Name Annie Zhao

Title Associate

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

Kojo Amarteyfio

Senior Associate

Permanent Capital

Austin

Name Kojo Amarteyfio

Title Senior Associate

Division Permanent Capital

Location Austin

Kojo Amarteyfio, Associate, Vista Equity Partners

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

Jack Sheldon

Associate, Business Development

Private Equity, Endeavor

Austin

Name Jack Sheldon

Title Associate, Business Development

Division Private Equity, Endeavor

Location Austin

Jack Sheldon, Associate, Private Equity, Vista Equity Partners

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

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

Education

B.A. in Government, Franklin & Marshall College

Solomon Abdella

Analyst

Private Equity

Chicago

Name Solomon Abdella

Title Analyst

Division Private Equity

Location Chicago

Solomon Abdella joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Abdella was a Senior Consultant at Deloitte, where he focused on mergers and acquisitions strategy and diligence.

Education

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

Mark Blekherman

Analyst

Private Equity

San Francisco

Name Mark Blekherman

Title Analyst

Division Private Equity

Location San Francisco

Mark Blekherman joined Vista Equity Partners in 2023.

Prior to joining Vista as an Analyst, Mr. Blekherman participated in Vista’s Private Equity Summer Analyst program.

Education

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

Catherine Chen

Analyst

Private Equity

Austin

Name Catherine Chen

Title Analyst

Division Private Equity

Location Austin

Catherine Chen, Analyst, Private Equity, Vista Equity Partners

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, Analyst, Private Equity, Vista Equity Partners

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

Joseph Dowdall

Analyst

Private Equity

Austin

Name Joseph Dowdall

Title Analyst

Division Private Equity

Location Austin

Joseph Dowdall joined Vista Equity Partners in 2023.

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

Education

B.B.A. in Business Honors and Finance, The University of Texas at Austin, with high honors
B.A. in Plan II Honors, The University of Texas at Austin, with high honors

Carty Flora

Analyst

Private Equity

Austin

Name Carty Flora

Title Analyst

Division Private Equity

Location Austin

Carty Flora, Analyst, Private Equity, Vista Equity Partners

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

Kelly Gourrier

Analyst

Private Equity

Austin

Name Kelly Gourrier

Title Analyst

Division Private Equity

Location Austin

Kelly Gourrier joined Vista Equity Partners in 2023.

Prior to joining Vista, Ms. Gourrier participated in Vista’s Private Equity Summer Analyst program.

Education

B.S. in Mathematics, Duke University, cum laude
B.S. in Economics, Duke University, cum laude

Joshua Honorat

Analyst

Private Equity

Chicago

Name Joshua Honorat

Title Analyst

Division Private Equity

Location Chicago

Joshua Honorat joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Honorat was an Investment Banking Summer Analyst at Morgan Stanley, where he worked in the Global Industrials group.

Education

B.S. in Industrial and Systems Engineering, University of Florida
M.S. in Finance, Hough Graduate School of Business, University of Florida

Connor Jones

Analyst

Private Equity

Austin

Name Connor Jones

Title Analyst

Division Private Equity

Location Austin

Connor Jones joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Jones was an Associate at Oliver Wyman.

Education

B.ChE. in Chemical Engineering, Auburn University, summa cum laude

Trent Kunas

Analyst

Private Equity

Austin

Name Trent Kunas

Title Analyst

Division Private Equity

Location Austin

Trent Kunas joined Vista Equity Partners in 2023.

Prior to joining Vista as an Analyst, Mr. Kunas was a Senior Consultant on Vista’s Value Creation Team.

Education

B.A. in Economics, Indiana University

Zara Malik

Analyst

Private Equity

Chicago

Name Zara Malik

Title Analyst

Division Private Equity

Location Chicago

Zara Malik, Analyst, Private Equity, Vista Equity Partners

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

Lizzy Mitchell

Analyst

Private Equity

Austin

Name Lizzy Mitchell

Title Analyst

Division Private Equity

Location Austin

Lizzy Mitchell joined Vista Equity Partners in 2023.

Prior to joining Vista, Ms. Mitchell was an Intern at Commonfund Capital.

Education

B.A. in Economics, Claremont McKenna College, cum laude

Sonali Mohnani

Analyst

Private Equity

Austin

Name Sonali Mohnani

Title Analyst

Division Private Equity

Location Austin

Sonali Mohnani, Analyst, Private Equity, Vista Equity Partners

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

Mauro Molina

Analyst

Private Equity

Austin

Name Mauro Molina

Title Analyst

Division Private Equity

Location Austin

Mauro Molina joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Molina was an Equity Research Analyst at Piper Sandler & Co.

Education

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

Ashley Osiason

Analyst

Private Equity

Austin

Name Ashley Osiason

Title Analyst

Division Private Equity

Location Austin

Ashley Osiason, Analyst, Private Equity, Vista Equity Partners

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

Evan Phillips

Analyst

Private Equity

Chicago

Name Evan Phillips

Title Analyst

Division Private Equity

Location Chicago

Evan Phillips, Analyst, Private Equity, Vista Equity Partners

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, Analyst, Private Equity, Vista Equity Partners

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, Analyst, Private Equity, Vista Equity Partners

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

Alexander Schlesinger, Analyst, Private Equity, Vista Equity Partners

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

Annie Shi

Analyst

Private Equity

Austin

Name Annie Shi

Title Analyst

Division Private Equity

Location Austin

Annie Shi joined Vista Equity Partners in 2023.

Prior to joining Vista as an Analyst, Ms. Shi participated in Vista’s Private Equity Summer Analyst program.

Education

B.A. in Economics and Mathematics, Boston University, magna cum laude

Alyssa Shteyn

Analyst

Private Equity

Chicago

Name Alyssa Shteyn

Title Analyst

Division Private Equity

Location Chicago

Alyssa Shteyn joined Vista Equity Partners in 2023.

Prior to joining Vista as an Analyst, Ms. Shteyn participated in Vista’s Private Equity Summer Analyst program. Before Vista, Ms. Shteyn was a Private Equity Summer Analyst at GTCR.

Education

B.A., University of Chicago

Colin Smith

Analyst

Private Equity

Chicago

Name Colin Smith

Title Analyst

Division Private Equity

Location Chicago

Colin Smith joined Vista Equity Partners in 2023.

Prior to joining Vista as an Analyst, Mr. Smith participated in Vista’s Private Equity Summer Analyst and Frontier Fellows programs.

Education

B.S. in Mechanical Engineering, Howard University

Isaac Truong

Analyst

Private Equity

San Francisco

Name Isaac Truong

Title Analyst

Division Private Equity

Location San Francisco

Isaac Truong joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Truong was an Investment Analyst at General Atlantic. Before General Atlantic, Mr. Truong worked as an Investment Banking Summer Analyst at Moelis & Company.

Education

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

Lani Uyeno

Analyst

Private Equity

Chicago

Name Lani Uyeno

Title Analyst

Division Private Equity

Location Chicago

Lani Uyeno joined Vista Equity Partners in 2023.

Prior to joining Vista as an Analyst, Ms. Uyeno participated in Vista’s Private Equity Summer Analyst program. Before Vista, Ms. Uyeno was an Intern at Goldman Sachs in the Healthcare Investment Banking group.

Education

B.A. in Psychology, Amherst College, 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, Analyst, Private Equity, Vista Equity Partners

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

Jack Warden

Analyst

Private Equity

Chicago

Name Jack Warden

Title Analyst

Division Private Equity

Location Chicago

Jack Warden joined Vista Equity Partners in 2023.

Prior to joining Vista as an Analyst, Mr. Warden participated in Vista’s Private Equity Summer Analyst program.

Education

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

Gelila Yimam

Analyst

Private Equity

Chicago

Name Gelila Yimam

Title Analyst

Division Private Equity

Location Chicago

Gelila Yimam joined Vista Equity Partners in 2023.

Prior to joining Vista, Ms. Yimam was an Investment Banking Summer Analyst in Morgan Stanley’s Tech Coverage group.

Education

B.E. in Operations Research and Computer Science, Columbia University

Kathryn Zhao

Analyst

Private Equity

Chicago

Name Kathryn Zhao

Title Analyst

Division Private Equity

Location Chicago

Kathryn Zhao, Analyst, Private Equity, Vista Equity Partners

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

Brendan Devine

Analyst, Business Development

Private Equity, Endeavor

Austin

Name Brendan Devine

Title Analyst, Business Development

Division Private Equity, Endeavor

Location Austin

Brendan Devine joined Vista Equity Partners in 2023 and focuses on business development and deal origination for the Endeavor Fund.

Prior to joining Vista, Mr. Devine was an Account Development Representative at MuleSoft, where he focused on pipeline generation.

Education

B.S. in Learning and Organizational Change, Northwestern University