PBCAP.COM - Key Persons
Job Titles:
- Member of the Senior Management Team
- Office Manager
- Office Manager / Office Manager Beatriz Stein
- Office Manager at Palm Beach Capital
Ms. Stein is the Office Manager at Palm Beach Capital. Bea brings over 15 years of administrative experience in Office Management, Human Resources, and accounting. She supports Partners, CFO, and staff in all matters. She maintains accounts payable, receivables, and monthly billings.
Beatriz has been a resident of Palm Beach County since she moved from Venezuela. Prior to joining Palm Beach Capital, Bea worked as a Purchasing Agent for The School District of Palm Beach County Florida where she managed construction commodities for 240 Facilities (including 185 schools).
Job Titles:
- Analyst
- Member of the Senior Management Team
- Analyst / Analyst Bernardo Chacin
Mr. Chacin is originally from Caracas, Venezuela, and an analyst at Palm Beach Capital. His primary responsibilities include assisting Vice Presidents, Partners and other Staff screening potential investment opportunities, completing industry research, performing diligence workstreams and miscellaneous tasks related to the management of portfolio companies, fundraising and potential acquisitions.
Before joining Palm Beach Capital, Bernardo worked as a construction assistant estimator for Keller North America. In this role, Bernardo was responsible for creating cost estimates, leading internal review meetings to assess risks in upcoming bids and delivering bid proposals to clients. In addition, Bernardo completed two full-time co-ops in the construction industry while earning his undergraduate degree.
Bernardo obtained his Bachelor of Science degree in Civil Engineering from Northeastern University and his Master of Science in Finance from the University of Miami.
Job Titles:
- Member of the Senior Management Team
- Senior Accountant
- Senior Accountant / Senior Accountant Cara Seifter
- Senior Accountant at Palm Beach Capital
Mrs. Seifter is a Senior Accountant at Palm Beach Capital. Cara primarily supports the CFO for the firm's accounting, internal controls, financial reporting, and tax matters.
Prior to joining Palm Beach Capital, Cara worked as a senior financial analyst for the global engineering firm WSP. In this role, Cara was responsible for the monthly consolidation and commentary of budgets, forecasts, and actual results for the US and Canada operations. Additionally, Cara was a senior accountant for Wood Engineering focusing on global intercompany reconciliations and an accountant for Kaplan education in Atlanta, GA. Cara graduated from Florida State University with a Bachelor of Science degree in Accounting.
Job Titles:
- Certified Public Accountant
- Chief Financial Officer
- Member of the Senior Management Team
- Chief Financial Officer / Chief Financial Officer Christopher Felder
- Chief Financial Officer at Palm Beach Capital
Mr. Felder is the Chief Financial Officer at Palm Beach Capital. Chris is responsible for the firm's accounting, internal controls, investor relations, administration, financial reporting, and tax matters.
Job Titles:
- Analyst
- Member of the Senior Management Team
- Analyst / Analyst Daniel Moreno
Mr. Moreno is a Weston, Florida native, and an analyst at Palm Beach Capital. His primary responsibilities include assisting Partners, Vice Presidents, and other Staff on screening potential investment opportunities, completing industry research, performing diligence workstreams and any tasks related to the management of portfolio companies, fundraising and potential acquisitions.
Before joining Palm Beach Capital, Daniel worked as a finance analyst for KeyBank. In this role, Daniel worked in KeyBank's Corporate Strategy group assisting the team in strategy development/strategic planning activities and M&A transaction identification, evaluation, and execution.
Additionally, Daniel worked with KeyBank's Institutional Banking finance team, assisting the group with forecasting quarterly projections and preparing monthly financial reports. Daniel obtained a Bachelor of Music Performance degree from Florida State University and graduated with distinction in his Master of Science in Finance from the University of Miami.
Job Titles:
- Member of the Senior Management Team
- Vice President
- Vice President / Vice President Dylan Nugent
Mr. Nugent is a West Palm Beach native and Vice President at Palm Beach Capital. His primary responsibilities include structuring and negotiating transactions, performing financial and operational due diligence, reviewing legal due diligence, arranging debt financing, managing the closing process of transactions, and working with portfolio companies on various strategic and financial matters including add-on acquisitions. He is on the board of several portfolio companies.
Prior to joining Palm Beach Capital, Dylan worked as an investment banking analyst at Genesis Capital in Atlanta, GA. There he participated in sell-side and buy-side M&A transactions for public, private and family-owned clients in the business services, consumer/retail, healthcare, industrial and specialty chemicals industries. Previously, Dylan interned with Deloitte and Touche in their Audit and Enterprise Risk Services division.
Dylan graduated with honors from the University of Florida with both a Bachelors and Masters degree in Accounting.
Job Titles:
- Member of the Senior Management Team
- Vice President
- Vice President / Vice President Dylan Sloane
Mr. Sloane is a West Palm Beach native and Vice President at Palm Beach Capital. His primary responsibilities include structuring and negotiating transactions, performing financial and operational due diligence, reviewing legal due diligence, arranging debt financing, managing the closing process of transactions, and working with portfolio companies on various strategic and financial matters including add-on acquisitions.
Prior to joining Palm Beach Capital, Dylan worked as a manager in the M&A advisory group at PwC in Miami, FL. There he provided buy-side and sell-side financial due diligence services to both private equity and corporate clients primarily in the consumer/retail, manufacturing, transportation/logistics, and aerospace/defense industries. Previously, Dylan worked as a senior associate in PwC's Assurance practice.
Dylan graduated magna cum laude from Florida Atlantic University with both Bachelor's and Master's degrees in Accounting and is a certified public accountant.
Job Titles:
- Director
- Member of the Senior Management Team
- Director / Director Juan Tagle
Mr. Tagle is a Jupiter native and Director at Palm Beach Capital. His primary responsibilities include new deal origination, fundraising, and investor relations.
Prior to joining Palm Beach Capital, Juan was a Managing Director at JP Morgan Chase in the Middle Market Banking and Specialized Industries Group. There for 12 years, Juan led a team of South Florida based Middle Market Bankers and worked very closely with companies ranging from $20M-$1B in revenues. Juan was responsible for overseeing the delivery of various product sets including senior credit facilities, debt capital markets, investment banking, and treasury management solutions. Juan was licensed 79 and 63 (both inactive).
Juan is also very involved in local community engagement efforts, and currently sits on the Board of Directors and Executive Committee for the Business Development Board of Palm Beach County and the Education Foundation of Palm Beach County.
Juan is a graduate of the University of Central Florida, BS in Finance.
Job Titles:
- Member of the Senior Management Team
- Partner
Mr. Chalhub is a Partner of Palm Beach Capital and has been with the Firm since 2007. Michael's primary responsibility is working with portfolio companies to maximize enterprise value growth with a focus on areas such as infrastructure development, continuous process improvement, add-on acquisitions, revenue growth strategies, strategic deal structuring, trade compliance, risk management and debt structuring. Michael currently serves as a board member of Mears Transportation and Blue Team Restoration.
Michael's 30-years of broad-based experience includes over 20 years in private equity as well as holding various c-level operating company roles in finance, compliance and operations within the logistics, e-commerce and business service sectors. Michael started a middle-market management consulting firm, founded a transit advertising company and co-founded a healthcare software solutions firm.
Michael began his career with KPMG and Coca-Cola Enterprises. He is a Certified Public Accountant (currently inactive) and graduated with highest honors from the University of Alabama with a Bachelor of Science degree in Accounting.
Job Titles:
- Certified Public Accountant
- Managing Partner
- Member of the Senior Management Team
- Managing Partner / Managing Partner Michael Schmickle
Mr. Schmickle, a certified public accountant (currently inactive), is a Partner of Palm Beach Capital. Mike's primary responsibilities include identifying prospective portfolio companies, structuring and negotiating transactions, performing financial and operational due diligence, reviewing the legal due diligence, arranging debt financing, managing the closing process of transactions, and working with portfolio companies on various strategic and financial matters including add-on acquisitions. He is on the board of several portfolio companies.
Job Titles:
- Co - Founder
- Managing Partner
- Member of the Senior Management Team
- Managing Partner and Co - Founder / Managing Partner and Co - Founder Nathan Ward
- Managing Partner and Co - Founder of Palm Beach Capital
Mr. Ward is a Managing Partner and Co-Founder of Palm Beach Capital. His primary responsibilities include, sourcing, structuring and negotiating investment transactions for the Firm. Post acquisition he works with portfolio companies on various operational and financial matters including add-on acquisitions, financings, expansion and growth initiatives, risk management, and strategic direction. Nate is a member of PBCP's Investment Committee and has served on the Board of Directors of more than fifteen former and current Palm Beach Capital portfolio companies. He has led investments for the firm in a variety of industries including, but not limited to, healthcare, business process outsourcers, aerospace, consumer products, logistics, and business to business services. Nate enjoys investing in and building businesses with his management teams.
Job Titles:
- Co - Founder
- Managing Partner
- Member of the Senior Management Team
- Managing Partner and Co - Founder / Managing Partner and Co - Founder Shaun McGruder
- Managing Partner and Co - Founder of Palm Beach Capital
Mr. McGruder is a Managing Partner and Co-Founder of Palm Beach Capital with nearly twenty years of private equity and M&A experience. Since co-founding Palm Beach Capital, he has been involved in all aspects of the fund raising, investment and portfolio management processes. Shaun has led a number of successful investments at the firm and has extensive experience working with middle market companies primarily in the healthcare, logistics and business service sectors. He currently is a board member of several of Palm Beach Capital portfolio companies.
Prior to Palm Beach Capital, Shaun served as Vice President of Finance at Workflow Management (Nasdaq: WORK) where he was in charge of acquisitions. In just three years, the company grew from $330 million in revenues to $650 million through the completion of over 30 acquisitions.
Shaun began his career with Bank of America in the Corporate Lending Group managing a portfolio of high growth middle market clients within the Mid-Atlantic region.
Shaun graduated from James Madison University with a Bachelor of Arts degree in Finance and earned his MBA at University of Richmond.