CLASS VI PARTNERS - Key Persons
Alex's primary responsibilities include supporting Class VI clients throughout many aspects of the transaction process, such as pre-market M&A preparations, financial modeling & analysis, company marketing materials, market interface, client management, due diligence management, and deal execution. Alex has worked across several industries, including software-as-a-service, tech-enabled solutions, manufacturing, distribution, construction, and business services.
Prior to joining Class VI, Alex worked for FactSet Research Systems where he was responsible for managing relationships with investment banks and institutional asset managers. Alex graduated with a BA in History from Colorado College and completed a certificate program on the fundamentals of business from Harvard Business School.
As head of Sponsor Coverage, Bobby is responsible for managing financial and strategic sponsor engagement, developing sponsor-related content, and managing Class VI's Buyer CoPilot program. Prior to his role as Head of Sponsor Coverage, Bobby was responsible for executing and closing transactions and supporting Class VI clients through financial analysis, modeling, market outreach, industry research, and valuations.
Prior to joining Class VI, Bobby worked as an Analyst Intern at Target Corporate, where his primary responsibilities included national inventory analytics and SCM research. Bobby has also worked as a Financial Analyst Intern at an automotive group in Minneapolis. Bobby graduated with a BA in Finance from Daniels College of Business at the University of Denver.
Cameron joined the Class VI team in 2017. In his current role as a Senior Associate, Cameron's primary responsibilities include executing and closing transactions and supporting Class VI clients through financial analysis, modeling, market outreach, industry research, and valuations. Cameron's experience covers several industries including oil and gas, manufacturing, business services, consumer products, and software-as-a-service.
Prior to accepting a role at Class VI, Cameron was working a contract position in accounting and account analysis at Performance Food Group (PFG) where his primary responsibilities were journalizing transactions in and out of the various cash accounts and account fluctuation analysis. Before PFG, Cameron was a financial reporting intern at Janus Capital Group, where his primary responsibility was assisting the financial reporting team in the preparation of several annual and semi-annual fund performance reports.
Job Titles:
- CEO
- Managing Director Class VI Securities, LLC Class VI Family Office, LLC
Job Titles:
- Director of Client Experience and Co - Founder of Class VI Family Office LLC
Dalyce Young is the Director of Client Experience and co-founder of Class VI Family Office LLC (formerly known as CVA Family Office) since its inception as a Registered Investment Advisory firm in September 2016. At Class VI our goal is to develop deep and long-lasting relationships with our entrepreneurial clients, earning the role of trusted advisor for all facets of the family's financial and legacy aspirations.
Job Titles:
- Senior Associate
- Associate Class VI Securities LLC
Joining Class VI in 2012, Danielle's primary responsibilities as a Senior Associate include overseeing all aspects of client transactions, including valuation, financial analysis & modeling, capital planning, pre-market preparations, market interface, due diligence management and deal execution. Danielle has transactional experience managing and supporting a variety of client engagements, including pre-transaction preparation services, majority and minority recapitalizations, leveraged and management buyouts and strategic acquisitions.
She has extensive experience working on transactions in a variety of industries, including construction, business services, food and beverage, distribution, healthcare, consumer products, technology, and insurance services. In addition to her role on the Investment Banking team, Danielle plays an integral role in the development of our CoPilot services. Danielle holds a BS from the University of Denver.
Job Titles:
- Managing Director
- Managing Director Class VI Securities, LLC Class VI Family Office, LLC
- Member of NACVA
David co-founded Class VI in 2005 with a mission to Enable the Entrepreneurial Spirit. Sharing a passion for what entrepreneurs mean to our community, David and his business partner Chris Younger felt they could do a better job for business owners and have had a great time helping clients ever since.
Prior to Class VI, David founded CapitalValue in 2001, a valuation services firm providing valuations to mid-market entrepreneurs in the Rocky Mountain Region. In addition to his valuation experience, David was responsible for business and corporate development for a number of startups and most notably, he created and ran a highly successful strategic business unit at JD Edwards, an enterprise resource planning software company.
Professionally, David is a member of NACVA (National Association of Certified Valuation Analysts). David holds the CBA (Certified Business Appraiser) designation and has been recognized as a Distinguished Member of the Institute of Business Appraisers for his commitment to the valuation profession.
David is a graduate of Colorado State University (B.A.) and the University of Colorado, Denver (MBA).
Dietz Fry - Managing Director
Job Titles:
- Business Development Representative
Job Titles:
- VP of Strategic Alliances
Job Titles:
- Advisory Services Director
Job Titles:
- Senior Investment Strategist
As the Senior Investment Strategist as Class VI, Luke works with Matt Blackburn on the day-to-day management and oversight of our clients' wealth. Along with leading the firm's Investment Committee, Luke is responsible for designing, implementing and monitoring our clients' investment portfolios. Luke helps assess a client's risk tolerance, goals, and time horizon and then creates a customized investment policy for each client. Luke plays a key role in the overall investment strategy of the firm, including asset allocation decisions, manager selection, due diligence of private investments, and making sure that each client's portfolio is aligned with their goals.
Prior to joining Class VI, Luke spent nearly 8 years at Wells Fargo as a private banker serving business owners and many other high net worth clients. Most recently, he worked at Bank of the West doing financial planning and helping high net worth clients with investment management.
Luke is a graduate of University of Colorado at Boulder with a bachelor's degree in economics. He completed the CFP education requirement at the College for Financial Planning and is a CFP® holder.
Matt Blackburn - CEO, Founder, Managing Director
Job Titles:
- Co - Founder
- Managing Director
- Managing Partner
Matt Blackburn is a Managing Director and co-founder of Class VI Partners Family Office (formerly known as CVA Family Office). Along with Chris Younger and David Tolson, Matt established Class VI Partners Family Office as a Registered Investment Advisor in September of 2016. With his diverse background in all aspects of wealth planning and management along with over 28 years of experience in assisting high net worth entrepreneurs, Matt's primary role is to lead the Class VI Partners team and ensure that clients are proactively taking advantage of planning and investment opportunities that align with their unique goals. Along with managing the wealth team at Class VI, Matt leads strategic planning, new product and service development and plays a key role in helping to customize planning and investment management advice for Class VI clients and their families. Helping clients achieve their goals and knowing that they have a trusted partner at Class VI continues to be Matt's top priority. Prior to helping launch Class VI Partners in 2016, Matt spent 24 years working in the wealth management divisions of 3 publicly traded financial institutions (Charles Schwab, PNC Wealth Management, and Key Private Bank). Early in his career Matt realized that working with and advising entrepreneurs was his passion and made it a focus. Throughout his career, Matt has assisted affluent business owners with investment management, private investments, whole family education and advisory. In coordination with his clients' CPA's and estate attorneys, Matt has also assisted clients with proactive tax, charitable and estate planning strategies. Matt graduated from Miami University (Ohio) with a degree in Finance and later earned his MBA from Kent State University. Matt and his wife Halle are natives of Cleveland, Ohio, but have been in Colorado for 13 years. They have 3 young adult children and enjoy traveling with and without the kids.
Job Titles:
- Creative Services Manager
Patrick joined the Class VI team in 2023. In his current role as an Analyst, Patrick's primary responsibilities include financial analysis & modeling, pre-market preparations, market interface, due diligence management, and deal execution.
Prior to joining Class VI, Patrick worked as a Summer Analyst Intern at Sweetwater Private Equity. He graduated magna cum laude from both Clemson University (BS in Finance) and the University of Notre Dame (MS in Finance).
Paul joined Class VI in 2022. Paul's primary responsibilities include many aspects of the transaction process, including financial analysis & modeling, pre-market preparations, market interface, due diligence management and deal execution. Paul has transaction experience in a wide variety of industries.
Prior to joining Class VI, Paul worked as an Analyst and Associate at KB Financial Companies, an NJ based multi-family office, in the Corporate Finance group. At KB, he assisted in all aspects of the transaction process on behalf of privately held businesses and their families in many industries including manufacturing, life sciences, business services, financial services, and consumer products. Paul graduated from Lehigh University with a BA in History and minor in Entrepreneurship.
Peter joined the Class VI team in 2018 and his primary responsibilities include executing and closing transactions involving the sale or financing of mid-market companies. Peter's transaction experience extends across a broad range of industries supporting Class VI clients through capital planning, valuation, financial analysis & modeling, industry research, pre-market preparation, market interface, and due diligence management. Peter's interests align with Class VI's mission to Enable the Entrepreneurial Spirit and he has had a great time working with and learning from the firm's clients since joining the team.
Prior to accepting a role at Class VI, Peter worked at Brown Brothers Harriman in the firm's Boston office. He graduated from the University of Denver with a BS in Finance and a focus in Accounting.
Rex joined the Class VI team in 2023. In his current role as an Analyst, Rex's primary responsibilities include many aspects of the transaction process, including financial analysis & modeling, pre-market preparations, market interface, due diligence management, and deal execution.
Prior to joining Class VI, Rex worked as an Intern at Boulder Ventures, a venture capital firm in Boulder, CO. He graduated from the University of Colorado, Boulder, with a Bachelor of Business Administration. In his free time, Rex enjoys snow skiing, waterskiing, and golfing!
Job Titles:
- Advisory Services Director
Job Titles:
- Partner Relationship Coordinator
Job Titles:
- Director of Business Development
Zach joined Class VI in 2022. In his current role as an Associate, Zach's primary responsibilities include many aspects of the transaction process, including financial analysis & modeling, pre-market preparations, market interface, due diligence management, and deal execution.
Prior to joining Class VI, Zach worked as the Director of Acquisitions and Business Development at Tregan Energy Partners, a Dallas-based Oil & Gas fund focused on the acquisition of properties through the United States. At Tregan, he was responsible for the sourcing of investment opportunities and partnerships, negotiations and due diligence efforts, and oversaw the closing and management of acquisitions. Zach received his MBA from Southern Methodist University with a focus in Finance and completed his undergraduate studies at the University of Texas at Austin.
Job Titles:
- Managing Director - Investment Banking
- Managing Director / Head of Investment Banking
Zack joined Class VI in 2008 and currently holds the position of Managing Director. Zack's primary responsibilities include leading Class VI ‘s investment banking division in executing and closing transactions involving the sale or financing of mid-market clients across a broad range of industries. He oversees pre-market preparation, financial modeling, creation of company marketing materials, client management and transaction negotiation. Zack has worked with over 100 clients on transactions at Class VI and personally led over 30 transactions including majority and minority recapitalizations, leveraged and management buyouts, strategic acquisitions and capital formation transactions. He has practical experience in a broad spectrum of industries including consumer products, food and beverage, construction, manufacturing, distribution, software and industrial and business services.
Previously, Zack worked with Hopen Life Science Ventures, a venture capital firm in Grand Rapids focused on early-to mid-stage life science investments. At Hopen, Zack was responsible for valuation, due diligence and analysis of potential investment opportunities including initial review of submitted business plans.
Zack holds a BA, Economics and Spanish, from Calvin University and an MBA from the Daniels College of Business at the University of Denver.