CUSTOMER DATA - Key Persons
Job Titles:
- Member of the Board
- Principal in the Boston Office of H.I.G. Capital
Andy is a Principal in the Boston office of H.I.G. Capital. Andy has over 10 years of experience investing in middle market private equity transactions and has led investments and served on boards in IT services, payments technology, vertical and enterprise software, and tech-enabled business services companies.
Job Titles:
- CRO at Skout Secure Intelligence
- Senior Vice President of North American Sales
Dan Jones is responsible for leading Eze Castle Integration's sales and business development teams in North America and has more than 25 years of sales management experience. Dan has a proven track record in driving sales growth for technology companies.
In his previous role as CRO at Skout Secure Intelligence, Dan established the sales organization, business initiatives and go-to-market strategy. Previously, he held multiple regional and global sales leadership roles at leading technology companies including Worksoft, EMC, Double-Take Software (acquired by Carbonite) and Storage Networks.
Bio
Dan Jones is responsible for leading Eze Castle Integration's sales and business development teams in North America and has more than 25 years of sales management experience. Dan has a proven track record in driving sales growth for technology companies.
In his previous role as CRO at Skout Secure Intelligence, Dan established the sales organization, business initiatives and go-to-market strategy. Previously, he held multiple regional and global sales leadership roles at leading technology companies including Worksoft, EMC, Double-Take Software (acquired by Carbonite) and Storage Networks.
Job Titles:
- Executive Director of Eze Castle Integration UK
- Executive Director, UK
Dean Hill is Executive Director of Eze Castle Integration UK and also leads the international new business teams in London and Asia. Dean's career in technology started with one of the UK's largest telecoms providers where he held numerous positions from engineering to business development and account management. With overall management responsibility in the UK, Dean is able to provide clients with swift decision making focused on delivering high service levels.
Dean attended Kemnal Technology College. He also holds a number of industry specific certifications for technologies such as Cisco, Avaya and NetApp.
Bio
Dean Hill is Executive Director of Eze Castle Integration UK and also leads the international new business teams in London and Asia. Dean's career in technology started with one of the UK's largest telecoms providers where he held numerous positions from engineering to business development and account management. With overall management responsibility in the UK, Dean is able to provide clients with swift decision making focused on delivering high service levels.
Dean attended Kemnal Technology College. He also holds a number of industry specific certifications for technologies such as Cisco, Avaya and NetApp.
Job Titles:
- Member of the Board
- Vice President
Eric Guttridge joins the Eze Castle Integration board after serving as Chief Operations Officer at Alphaserve Technologies where he oversaw the entire operation of the firm, including resource management, human resources management, and overall execution of engineering industry-leading technology solutions. Eric's career as an IT professional and executive spans over 30 years. His proficiencies in product design and implementation, technology and business operations, and project management are founded in his positions held at Morgan Stanley, Prudential Securities, and HSBC.
In 1998, Eric became the Vice President of an independent communications consulting firm called Communications Engineering (CE). Over the course of 5 years, he doubled CE's total revenue, providing global project coordination and deployment for clients such as Zurich Insurance, Center Reinsurance, and the Marsh & McLennan Companies. In 2001, Eric established a consulting company specializing in outsourced IT solutions for small to mid-sized private equity firms. He grew the company to 12 employees with over $1.5M in revenue by 2006, then merged with another IT consulting company, which then became Alphaserve Technologies. The combined resources of the two companies allowed Alphaserve to become a leading IT services provider to the financial services and legal verticals, delivering fully managed IT support services including managed services, helpdesk, project management, design, and strategy.
Bio
Eric Guttridge joins the Eze Castle Integration board after serving as Chief Operations Officer at Alphaserve Technologies where he oversaw the entire operation of the firm, including resource management, human resources management, and overall execution of engineering industry-leading technology solutions. Eric's career as an IT professional and executive spans over 30 years. His proficiencies in product design and implementation, technology and business operations, and project management are founded in his positions held at Morgan Stanley, Prudential Securities, and HSBC.
In 1998, Eric became the Vice President of an independent communications consulting firm called Communications Engineering (CE). Over the course of 5 years, he doubled CE's total revenue, providing global project coordination and deployment for clients such as Zurich Insurance, Center Reinsurance, and the Marsh & McLennan Companies. In 2001, Eric established a consulting company specializing in outsourced IT solutions for small to mid-sized private equity firms. He grew the company to 12 employees with over $1.5M in revenue by 2006, then merged with another IT consulting company, which then became Alphaserve Technologies. The combined resources of the two companies allowed Alphaserve to become a leading IT services provider to the financial services and legal verticals, delivering fully managed IT support services including managed services, helpdesk, project management, design, and strategy.
Job Titles:
- Chief Executive Officer
- CEO of ECI
Jeff Schmidt is CEO of ECI. He is an experienced corporate leader with nearly three decades of experience catalyzing high growth for world-class managed services, technology, and cybersecurity companies. Jeff is responsible for setting the vision and strategy for ECI's next phase of growth, building service offerings and expanding into adjacent markets to continue driving exceptional value for clients and partners.
As a transformational executive, Jeff takes a people-first approach to build and elevate innovative technology companies to the forefront of highly competitive global markets. Jeff previously served as President and CEO of Avertium, successfully overseeing the merger of four companies, harmonizing the services portfolio and growing revenue threefold in four years. Avertium was recognized as No. 781 in the 2022 Inc. magazine annual listing of the 5,000 largest private companies in the U.S. Jeff spearheaded the cyber fusion strategy that leveraged the firm's consulting services and its managed services, helping to keep customers safe against bad actors.
Prior to Avertium, Jeff served as President and CEO of Authomate where he engineered the acquisition of five technology patents, and grew the startup from 0 to more than 100,000 users. Earlier, as chief operating officer of SQS North America, Jeff drove significant growth, executing go-to-market strategies for the company's automotive and gaming industry software, and building revenues tenfold in two years.
In addition to holding positions of increasing responsibility with prominent companies including Lucent and International Network Services, Jeff is a contributing author to books on cybersecurity and sales strategy and a frequent industry speaker at events held by Gartner, RSA, InfoSec, and Cisco. A resident of Atlanta, Jeff enjoys spending time with his wife, three children, and six grandchildren. He coaches little league baseball and plays competitive tennis.
Bio
Jeff Schmidt is CEO of ECI. He is an experienced corporate leader with nearly three decades of experience catalyzing high growth for world-class managed services, technology, and cybersecurity companies. Jeff is responsible for setting the vision and strategy for ECI's next phase of growth, building service offerings and expanding into adjacent markets to continue driving exceptional value for clients and partners.
As a transformational executive, Jeff takes a people-first approach to build and elevate innovative technology companies to the forefront of highly competitive global markets. Jeff previously served as President and CEO of Avertium, successfully overseeing the merger of four companies, harmonizing the services portfolio and growing revenue threefold in four years. Avertium was recognized as No. 781 in the 2022 Inc. magazine annual listing of the 5,000 largest private companies in the U.S. Jeff spearheaded the cyber fusion strategy that leveraged the firm's consulting services and its managed services, helping to keep customers safe against bad actors.
Prior to Avertium, Jeff served as President and CEO of Authomate where he engineered the acquisition of five technology patents, and grew the startup from 0 to more than 100,000 users. Earlier, as chief operating officer of SQS North America, Jeff drove significant growth, executing go-to-market strategies for the company's automotive and gaming industry software, and building revenues tenfold in two years.
In addition to holding positions of increasing responsibility with prominent companies including Lucent and International Network Services, Jeff is a contributing author to books on cybersecurity and sales strategy and a frequent industry speaker at events held by Gartner, RSA, InfoSec, and Cisco. A resident of Atlanta, Jeff enjoys spending time with his wife, three children, and six grandchildren. He coaches little league baseball and plays competitive tennis.
Job Titles:
- Member of the Board
- Technology Leader
John Brennan is a recognized technology leader and visionary who has served as the Chief Technology Officer (CTO) at multiple highly respected hedge fund and alternative investment firms. Most recently he served as CTO at Highfields Capital, a value-oriented investment management firm in Boston. Previously John held CTO roles at Dawson-Samberg Capital Management, Andor Capital Management and Pequot Capital. He is also a founding member and former vice-chairman of AITEC, an influential alternative investments peer community trusted by firms across the globe.
Bio
John Brennan is a recognized technology leader and visionary who has served as the Chief Technology Officer (CTO) at multiple highly respected hedge fund and alternative investment firms. Most recently he served as CTO at Highfields Capital, a value-oriented investment management firm in Boston. Previously John held CTO roles at Dawson-Samberg Capital Management, Andor Capital Management and Pequot Capital. He is also a founding member and former vice-chairman of AITEC, an influential alternative investments peer community trusted by firms across the globe.
Job Titles:
- Executive Chairman
- Executive Chairman of Eze Castle Integration
John Cahaly is Executive Chairman of Eze Castle Integration, focusing on executing the company's long-term vision and strategic growth initiatives including M&A and partnerships. In 1995, John co-founded Eze Castle Consulting, which spun off five successful businesses -- Eze Castle Integration, Eze Software Group (formerly Eze Castle Software), Pivot Solutions (acquired by CME Group), Code Red, Inc. (acquired by FactSet), and Ledgex Systems. John served as the CEO of Eze Castle Integration until January 2021. John also holds positions on several Advisory Boards.
John has more than 20 years of experience in computer engineering and business management and was instrumental in building the financial industry's first Windows NT trading room that was used by Fleet Financial Group in 1996. Prior to co-founding Eze Castle, John worked at Digital Equipment Corporation for nine years holding various engineering positions including a senior role as a member of Digital's Windows NT technical marketing group. John attended Northeastern University's computer engineering program.
Bio
John Cahaly is Executive Chairman of Eze Castle Integration, focusing on executing the company's long-term vision and strategic growth initiatives including M&A and partnerships. In 1995, John co-founded Eze Castle Consulting, which spun off five successful businesses -- Eze Castle Integration, Eze Software Group (formerly Eze Castle Software), Pivot Solutions (acquired by CME Group), Code Red, Inc. (acquired by FactSet), and Ledgex Systems. John served as the CEO of Eze Castle Integration until January 2021. John also holds positions on several Advisory Boards.
John has more than 20 years of experience in computer engineering and business management and was instrumental in building the financial industry's first Windows NT trading room that was used by Fleet Financial Group in 1996. Prior to co-founding Eze Castle, John worked at Digital Equipment Corporation for nine years holding various engineering positions including a senior role as a member of Digital's Windows NT technical marketing group. John attended Northeastern University's computer engineering program.
Job Titles:
- Chief Legal Officer
- Eze Castle Integration in 2020 As Chief Legal Officer
Matthew Wojtkowiak joined Eze Castle Integration in 2020 as Chief Legal Officer. Matthew is responsible for management of the global legal function, with a focus on strategic growth transactions, client relationships, and governance. Matthew has been providing strategic legal advice to executives for more than twenty years, and has worked primarily with technology-based businesses for the past ten years. Prior to joining Eze Castle, Matthew practiced law at a large New York law firm representing Fortune 500 clients, and he most recently served as Chief Legal and Compliance Officer for Alphaserve Technologies, a global technology service provider which was acquired by Eze Castle. Matthew holds a juris doctor degree from the Case Western Reserve University School of Law, where he served on multiple legal journals.
Bio
Matthew Wojtkowiak joined Eze Castle Integration in 2020 as Chief Legal Officer. Matthew is responsible for management of the global legal function, with a focus on strategic growth transactions, client relationships, and governance. Matthew has been providing strategic legal advice to executives for more than twenty years, and has worked primarily with technology-based businesses for the past ten years. Prior to joining Eze Castle, Matthew practiced law at a large New York law firm representing Fortune 500 clients, and he most recently served as Chief Legal and Compliance Officer for Alphaserve Technologies, a global technology service provider which was acquired by Eze Castle. Matthew holds a juris doctor degree from the Case Western Reserve University School of Law, where he served on multiple legal journals.
Job Titles:
- Chief Innovation Officer
- Senior Vice President of Professional Services ( CIO Advisory ) at Eze Castle Integration
Rich Itri is a Senior Vice President of Professional Services (CIO Advisory) at Eze Castle Integration. Rich has over 22 years of IT executive experience, spending his entire career managing IT within the financial services industry. Prior to joining Eze Castle, Rich was Managing Director and Chief Technology Officer for PJT Partners, a boutique investment bank, Principal and Chief Information Officer for Sky Road and held Chief Information Officer positions at Arrowhawk Capital Partners and Arbalet Capital Partners. Over the years, Rich has developed and managed innovative, business aligned platforms, that drive revenue and operational efficiencies. Rich holds positions on several Advisory Boards and volunteers his time to help non-profits leverage technology.
Bio
Rich Itri is a Senior Vice President of Professional Services (CIO Advisory) at Eze Castle Integration. Rich has over 22 years of IT executive experience, spending his entire career managing IT within the financial services industry. Prior to joining Eze Castle, Rich was Managing Director and Chief Technology Officer for PJT Partners, a boutique investment bank, Principal and Chief Information Officer for Sky Road and held Chief Information Officer positions at Arrowhawk Capital Partners and Arbalet Capital Partners. Over the years, Rich has developed and managed innovative, business aligned platforms, that drive revenue and operational efficiencies. Rich holds positions on several Advisory Boards and volunteers his time to help non-profits leverage technology.
Job Titles:
- Chief Technology Officer
- Chief Technology Officer at Eze Castle Integration
Steve Schoener is Chief Technology Officer at Eze Castle Integration. In this role, Steve is responsible for guiding the company's long-term technology strategy and overseeing operations to achieve new levels of performance, product innovation and organizational synergy on a global scale. Previously Steve held the role of senior vice president, client technology for Eze Castle Integration. Prior to joining the Eze Castle Integration team, Steve was head of IT for DW Investment Management in New York, where he oversaw all technology initiatives for the firm. He was also previously employed by UBS Investment Bank as an associate director and Eze Castle as an associate director of technology in the New York region.
Steve holds a computer science degree from State University of New York at Albany.
Bio
Steve Schoener is Chief Technology Officer at Eze Castle Integration. In this role, Steve is responsible for guiding the company's long-term technology strategy and overseeing operations to achieve new levels of performance, product innovation and organizational synergy on a global scale. Previously Steve held the role of senior vice president, client technology for Eze Castle Integration. Prior to joining the Eze Castle Integration team, Steve was head of IT for DW Investment Management in New York, where he oversaw all technology initiatives for the firm. He was also previously employed by UBS Investment Bank as an associate director and Eze Castle as an associate director of technology in the New York region.
Steve holds a computer science degree from State University of New York at Albany.
Job Titles:
- Member of the Board
- Managing Director in the Boston Office of H.I.G. Capital
Todd is a Managing Director in the Boston office of H.I.G. Capital. Since joining the firm in 2009, he has been responsible for evaluating and executing new investment opportunities, as well as working with certain existing portfolio companies. Todd has over 15 years of experience investing in middle market private equity transactions and has worked on investments in a broad range of industries, including building products, business services, enterprise software, food and consumer products, hospitality and travel services, and media and marketing services. He currently serves on the boards of several H.I.G. portfolio companies.
Job Titles:
- Chief Compliance & Security Officer
- Eze Castle Integration 's Chief Compliance Officer and Chief Information Security Officer
William (Bill) Tan serves as Eze Castle Integration's Chief Compliance Officer and Chief Information Security Officer. Bill joined the company in 1997 and focused on expanding the company's technical skills and staff. Today, his technology team focuses on internal training, research and development, network security and standards development. Key products architected by this team include cost-effective disaster recovery (Eze DR) and the Eze Private Cloud. Previously, Bill was the network manager for the Kraft Group, where he supported systems and communications for various privately held businesses such as International Forest Products, Rand-Whitney and the New England Patriots. He has also supported networks and systems for local governments and the U.S. Air Force.
Bill holds a bachelor of science degree summa cum laude in computer science from Framingham State College.
Bio
William (Bill) Tan serves as Eze Castle Integration's Chief Compliance Officer and Chief Information Security Officer. Bill joined the company in 1997 and focused on expanding the company's technical skills and staff. Today, his technology team focuses on internal training, research and development, network security and standards development. Key products architected by this team include cost-effective disaster recovery (Eze DR) and the Eze Private Cloud. Previously, Bill was the network manager for the Kraft Group, where he supported systems and communications for various privately held businesses such as International Forest Products, Rand-Whitney and the New England Patriots. He has also supported networks and systems for local governments and the U.S. Air Force.
Bill holds a bachelor of science degree summa cum laude in computer science from Framingham State College.