NEP - Key Persons
Adam is responsible for developing and leading new investment opportunities as well as portfolio and fund strategy. He is also responsible for the leadership and continuous improvement of our investment operations. Prior to joining NEP, Adam was a Partner at Castanea Partners where he led the consumer services vertical strategy and previously worked at Goldman Sachs.
Education
B.S., The Wharton School, University of Pennsylvania
M.B.A., Kellogg School of Management, Northwestern University
Alex provides executive assistant administrative support to our senior-level investment staff. She brings significant executive assistant and service industry experience including executive assistant at Fairfield-Maxwell, Kobre & Kim NY, and Annaly Capital Management.
Education
Advanced Certified Executive Assistant
Amanda provides a breadth of executive and team assessment, development and coaching across our portfolio and is a member of our DEI steering team. Amanda is an industrial psychologist and senior partner of Somerville Partners with expertise in applied research and assists investors, founders, and leadership teams with understanding how to maximize their effectiveness.
Education
B. S., University of Colorado
Ph.D. and M.A., Bowling Green State University
Angela provides a broad range of administrative support to our investment and operations teams. Previously, she has held several administrative and service roles including event coordinator and bond administrative manager at CCI Surety Inc.
Education
B.A., The College of St. Scholastica
M.B.A., The College of St. Scholastica
Bailey supports new investments and works closely with our portfolio companies as a core member of several deal teams. Previously, he worked as an investment banking analyst with Perella Weinberg Partners and interned at Rendersi and Northland Securities Capital Markets.
Education
B.S.B., Carlson School of Management, University of Minnesota
Ben has responsibility for leading the management company accounting and fund accounting reporting including ensuring regulatory compliance. Prior to NEP, Ben held fund accounting and treasury roles at Argentem Creek Partners and Cargill. Ben began his career in public accounting as a senior associate in audit at KPMG.
Education
B.B.A., University of Wisconsin - Madison
Certified Public Accountant (CPA), 2010
Beth provides leadership of new investments, portfolio value creation strategy, and effective governance. She is a member of our DEI Steering Team and co-leads our investment team recruiting. Prior to joining NEP, Beth was at Grey Mountain Partners as a managing director focused on lower- to middle-market investments, and previously worked at The Riverside Company, Wachovia Securities, and Salomon Smith Barney/Citigroup.
Education
B.S., Duke University
Billy provides a breadth of digital transformation, strategy, operational, and product management advisory support with deep expertise in eCommerce, Amazon and other marketplaces, omni-channel, and retail businesses. Billy also supports the development and assessment of new investments and value creation strategies. Previously, he held executive roles leading eCommerce and digital strategy at Phillips Pet Food & Supplies and Georgia-Pacific, spent nine years at Amazon including as COO at fabric.com, and led wireless merchandising at Car Toys.
Education
B.S., Colorado State University
M.B.A., University of Colorado
Brandon is responsible for leadership of investment metric tracking and monitoring, valuations, investor reporting and communications and other LP reporting, including compliance with regulatory and LP requirements. Prior to NEP, he worked at Tennant Company as a senior financial analyst and began his career in audit at Deloitte.
Education
B.S., Carlson School of Management, University of Minnesota
Certified Public Accountant (inactive)
Job Titles:
- Chief Operating Officer
- Partner
Brian is responsible for leading the firm's investor relations and operations. He also actively leads portfolio value creation strategy and governance, firm and fund strategy, development of new investment opportunities, and is a member of our DEI Steering Team. Prior to joining NEP, he was a director at PricewaterhouseCoopers in both Chicago and London in the global capital markets division.
Education
B.B.A., University of Iowa
M.B.A., University of Michigan
Chartered Financial Analyst (CFA) charter holder
Certified Public Accountant (inactive)
Chuck has responsibility for providing leadership, expertise, and support of a wide range of legal and compliance matters for both the firm and its portfolio companies. Prior to NEP, Chuck was a partner at Lindquist & Vennum (now Ballard Spahr) for over 30 years where he was co-chair of the Private Equity Practice Group, a member of the management committee, and served as the M&A practice group chair.
Education
B.S., St. John's University
Juris Doctorate, William Mitchell College of Law
Danny is responsible for leading the new investment processes, portfolio governance, and value creation activities within our deal teams. Previously, Danny worked at Svoboda Capital Partners as a senior associate and Robert Baird as an investment banking analyst.
Education
B.B.A., University of Wisconsin - Madison
M.B.A., University of Chicago Booth School of Business
Deen is responsible for managing the execution and continuous improvement of our investment level reporting and tracking, valuations, and other LP reporting processes. Deen joined NEP from Grant Thornton where he held a variety of roles including manager and senior audit associate across multiple regions servicing financial services and alternative investment clients.
Education
B.S., Beirut Arab University
Certified Public Accounting (CPA) charter holder
Job Titles:
- Director of Compliance & Risk Management
Desirae has responsibility for developing and leading our compliance, regulatory and risk management processes and is a member of our DEI Steering Team. Prior to NEP, Desirae held risk, compliance, and audit roles at Synchrony Financial, Bank of America, Lowes, and Deloitte and Touche. Earlier in her career, Desirae served as captain in a finance officer position in the United States Air Force.
Education
B.S., University of Delaware
M.Acct., Wright State University
Certified Public Accountant
Eric has responsibility for management and execution of new investments as well as portfolio management activities within his deal teams. Previously, Eric worked at NEP as an associate and Piper Jaffray as an investment banking analyst.
Education
B.S.B., Carlson School of Management, University of Minnesota
M.B.A., Kellogg School of Management, Northwestern University
Geraldine is responsible for our management company accounting execution and continuous improvement of processes and systems. Prior to NEP, she has held a variety of accounting roles including staff accountant at BluDot and accounting associate at Cargill.
Education
B.B.A., University of Wisconsin - Eau Claire
Information Systems Certification - University of Wisconsin - Eau Claire
Job Titles:
- Brand and Content Manager
Gina is responsible for the firm's brand and marketing communications initiatives. Prior to joining NEP, Gina worked at Wells Fargo in a variety of communications roles.
Education
B.A., Winona State University
Job Titles:
- Technology Project Manager
Greg is responsible for the development, implementation, and overall project management for our various business applications. Previously, Greg worked in a variety of business systems analysis roles at BTM Global and Emerson.
Education
B.S., University of Minnesota
M.S., University of Saint Thomas
Harry supports new investments and works closely with our portfolio companies as a core member of several deal teams. Previously, he worked as an investment banking analyst with Robert W. Baird and Wells Fargo Corporate & Investment Bank.
Education
B.A., Carleton College
Job Titles:
- Senior Advisor, Strategic Communications
Heather is responsible for leading the firm's marketing, brand and communications strategy, including supporting fundraising and investor relations. Prior to NEP, Heather worked at Piper Jaffray as vice president of marketing focused on marketing, communications, and business development strategy and support. Earlier in her career, she worked at TA Associates.
Education
B.S., Roy H. Park School of Communications, Ithaca College
Jack provides a breadth of industry, customer and competitive research and works closely with executive teams across our portfolio to develop growth strategies. Jack also supports the assessment of new investments and value creation strategies. Prior to NEP, Jack was a senior partner at McKinsey & Company and president of the Filtration Solutions Global Business at Pentair.
Education
B.S., Canisius College
M.B.A., The Wharton School, University of Pennsylvania
Job Titles:
- Senior Human Resources Analyst
Jaime is responsible for our firm's human resources operations, information, and vendor management. Previously, Jaime was a human resources generalist at Harris Companies, executive assistant at Rasmussen College, and worked in a variety of service roles earlier in her career.
Education
B.B.A., University of Wisconsin - Milwaukee
Jared provides leadership of new investments, portfolio value creation strategy, and effective governance. He also co-leads our investment team development, training, and recruiting. Previously, Jared worked at KRG Capital Partners as a private equity associate and William Blair as an investment banking analyst.
Education
B.B.A., University of Wisconsin - Madison
M.B.A., University of Chicago Booth School of Business
Jason provides leadership of new investments, portfolio value creation strategy, and effective governance. He also co-leads our investment team development and training. Early in his career before joining NEP, Jason worked as an associate at Credit Suisse First Boston in their global industrial and services group and at Prudential Capital Group working on private debt, mezzanine, and equity investments.
Education
B.B.A., Emory University
M.B.A., Kellogg School of Management, Northwestern University
Certified Public Accountant (inactive)
Jim provides a breadth of strategy, leadership development, and operational advisory support across our portfolio with expertise in marketplace and technology, supply chain, and consumer products businesses. Jim also supports the development of new investments, value creation strategies, and board governance. Previously, he was the president and COO of former NEP portfolio company, GoHealth, COO of Coyote Logistics, and CEO and President of World Kitchen.
Education
B.E., United States Military Academy at West Point
M.B.A., Fuqua School of Business, Duke University
John has responsibility for management and execution of new investments as well as portfolio management activities within his deal teams. Previously, John worked at Baird Capital as a private equity senior associate and Piper Jaffray as an investment banking analyst.
Education
B.B.A., University of Pittsburgh
M.B.A., Kellogg School of Management, Northwestern University
John has responsibility for leading the firm's finance and information technology functions, ensuring achievement of regulatory compliance and driving continuous improvement for the firm. Prior to joining NEP in 2021, John was CFO at Charlesbank Capital Partners, vice president of finance at Berkshire Partners, and began his career in public accounting at PwC where he was most recently audit manager primarily working with alternative investment clients.
Education
B.S., University of Rhode Island
Certified Public Accountant (CPA)
John provides a breadth of strategy, operational, and industry advisory support across our portfolio and has served as interim CEO, Chairman or Director of many NEP portfolio companies. He brings deep expertise in both domestic and international manufacturing, applied technology, optics, sensors, and mobile telecommunications network businesses. Prior to NEP, John was an executive at Honeywell and Datapoint and was the CEO of Inforex, Intelogic Trace (NYSE) Fibronics (NASDAQ) and Telex Communications.
Education
B.S., University of Minnesota
M.B.A., Babson College
Josh supports new investments and works closely with our portfolio companies as a core member of several deal teams. Previously, he worked as an investment banking analyst at Brown Gibbons Lang & Company and as a summer analyst at Stout.
Education
B.S., Indiana University
Josie started her career at NEP and provides executive assistant administrative support to our senior-level investment staff.
Education
B.A., Saint Cloud State University
Certified Administrative Professional®
Job Titles:
- Investment Operations Coordinator
Juan is responsible for coordination, administration, and leveraging technology in support of a wide variety of investment and portfolio operations processes and information management. Previously, he led event operations and was part of the coaching staff for an elite youth soccer organization. Juan also played professional soccer in New York and Florida.
Education
B.S. Nova Southeastern University
Kevin provides a breadth of executive and team assessment, development and coaching, and works with executive teams across our portfolio. Kevin is the founder of Somerville Partners, a firm of organizational consultants, psychologists and business leaders, focused on supporting dozens of private equity firms and their middle market portfolio companies. Early in his career, Kevin was a member of the Executive committee of RHR International.
Education
B.A. and Ph.D., St. Louis University
Board Certified in Organizational and Management Psychology
Lauryn is responsible for the execution and continuous improvement of our fund accounting and LP reporting processes and systems. She joined NEP from Grant Thornton where she held a variety of roles including senior audit associate servicing financial services and alternative investment clients.
Education
B.S., University of Central Florida
Master of Accounting, Florida Atlantic University
Certified Public Accountant (active)
Marc is responsible for the firm's IT infrastructure and user support execution and process improvement. Previously, Marc held several senior technical support roles at Thomson Reuters and was a network administrator at Guideline.
Education
B.A., St. John's University
Mark provides a breadth of product, program, strategy, and operational advisory support across our portfolio with deep expertise in fitness, active lifestyle, consumer services and technology businesses. Mark also supports the development and assessment of new investments and value creation strategies. Previously, he led the fitness and nutrition business as a senior executive at Life Time Fitness, held various product management and marketing roles at Yahoo! and Nortel Networks, and was a space shuttle mission engineer at NASA.
Education
B.S., University of Minnesota
M.B.A., Indiana University Bloomington
Matt supports new investments and works closely with our portfolio companies as a core member of several deal teams. Previously, he worked as an investment banking analyst at Raymond James and interned at GCM Grosvenor.
Education
B.A., University of Notre Dame
Natali provides a broad range of administrative support and office services coordination for our Minneapolis office. Previously, she has held a variety of administrative roles including regulatory reporting administration and conference and meeting center operations support through service providers at Wells Fargo.
Job Titles:
- Chief of Organization Strategy
Nicole provides a breadth of organizational strategy and human resources advisory support with deep expertise in building the capabilities and teams needed to successfully scale growing businesses. She also co-leads the operating advisory team and leads the firm's DEI Steering Team. Previously, she co-founded River Rock Partners, a management consulting firm, and held HR leadership roles at Pillsbury, International Multifoods, CNS (Breathe Right® Nasal Strips), Cargill, and Simon Delivers.com.
Education
B.B.A., University of Iowa
Parker has responsibility for management and execution of new investments as well as portfolio management activities within his deal teams. Previously, Parker worked at NEP as an associate and Wells Fargo Securities as an investment banking analyst.
Education
B.S.B., Carlson School of Management, University of Minnesota
M.B.A., Kellogg School of Management, Northwestern University
Rachael provides a broad range of administrative support to our investment and operations teams. Previously, she has held several administrative and service roles including managing the conference and meeting center operations through a service provider at Wells Fargo.
Education
B.A., The College of St. Benedict
Job Titles:
- Director of Legal Operations
Operating Partners, Operating Advisors and Senior Advisors are independent contractors that are advisors to Norwest Equity Partners and portfolio companies of Norwest Equity Partners and are neither employees nor affiliates of Norwest Equity Partners entities. Fees paid to them by portfolio companies do not offset or reduce amounts paid to Norwest Equity Partners.