Chris is Managing Partner and co-founder of Eureka Equity Partners (Eureka). Chris is responsible for overall management of the firm, in addition to transaction sourcing, structuring and negotiation, portfolio company management, and limited partner relations. Chris also chairs Eureka's Investment Committee and serves on its Valuation Committee. Chris joined Eureka’s predecessor general partner in 2000 and co-founded Eureka in 2004 to continue to manage Eureka’s family-office-sponsored first fund as an independent private equity firm, growing $50 million of limited partner commitments to aggregate raised capital of nearly $600 million today. Chris currently serves on the Board of Directors of CCA Floors & Interiors, LegalPartners Group and MedForce. Chris's former Board affiliations include Campus Televideo, C/G Electrodes, Cherry Hill Holdings, FlexManage, Maxima Technologies & Systems, Merit Service Solutions, Milestone Marketing, Nailite International, Synygy, Total Military Management, and West Academic Publishing. Prior to Eureka, Chris worked for Murray, Devine & Co., and with Andersen Consulting (now Accenture) as a management consultant, where he focused on systems integration and business process re-engineering engagements.
Chris received an MBA from the Wharton School of the University of Pennsylvania and a BS in Accounting from Villanova University. Chris is a former member of the Board of Directors of the Association for Corporate Growth (ACG), Philadelphia Chapter. He is also a Chartered Financial Analyst.
Chris, a Partner, joined Eureka in 2005. Chris is responsible for transaction sourcing, evaluation and negotiation, managing senior and subordinated debt lender relationships, and working with portfolio company management teams on strategic initiatives. Chris also serves on Eureka's Investment and Valuation Committees. Chris currently serves on the Board of Directors of CCA Floors & Interiors, iPEC Coaching, MedForce, Synergi, and UTC Retail. Chris is a former Director of Cherry Hill Holdings, Jansy Packaging, NetBoss Technologies, Toxicology Holdings, and West Academic Publishing. Prior to joining Eureka, Chris was a Consultant with L.E.K. Consulting, where he supported public and private companies in developing acquisition strategies and managed M&A due diligence teams for private equity clients across a host of industries. Prior to L.E.K., Chris worked as an Investment Banking Associate with Berwind Financial Group and as a Strategy and Operations Consultant with Accenture.
Chris received an MBA from the Wharton School of the University of Pennsylvania and an AB in Economics from Princeton University.
Jonathan, a Partner, joined Eureka in 2007. Jonathan is responsible for transaction sourcing, evaluation and negotiation, managing senior and subordinated debt lender relationships, and working with portfolio company management teams on strategic initiatives. Jonathan also serves on Eureka's Investment Committee. Jonathan's former Board affiliations include Campus Televideo, Creative Co-Op, Everite Machine Products, FlexManage, McCue Corporation, and Total Military Management. Prior to joining Eureka, Jonathan was an Engagement Manager in L.E.K. Consulting’s Boston office. While at L.E.K., Jonathan managed over 20 strategy consulting engagements and 15 private equity due diligence transactions as part of L.E.K.’s M&A and Strategy Consulting practices. Prior to L.E.K., Jonathan executed acquisitions of investment management firms as an Associate with Value Asset Management and worked as a Financial Analyst in the investment banking division of BT Alex. Brown.
Jonathan received an MBA from the Wharton School of the University of Pennsylvania and a BA in Economics from Columbia University.
Tassie, a Partner, joined Eureka in 2009. Tassie is responsible for sourcing and evaluating new investment opportunities, due diligence, working with Eureka’s senior and subordinated debt lender relationships, and working with portfolio company financial officers on corporate finance matters. Tassie currently serves on the Board of Directors of LegalPartners Group, MedForce, and Synergi and was formerly a Director of McCue Corporation. Prior to joining Eureka, Tassie was an Analyst in the investment banking division of Goldman, Sachs & Co., working with corporate clients on numerous transactions that included IPOs, convertible and hybrid equity offerings, and divestitures. Tassie also worked as an Analyst in the equities division of Goldman, Sachs & Co.
Tassie received an MBA from the Wharton School of the University of Pennsylvania and a BA in Economics and Foreign Affairs from the University of Virginia.
Lisa, a Principal, joined Eureka in 2014. Lisa is responsible for sourcing and evaluating new investment opportunities, due diligence, working with Eureka’s senior and subordinated debt lender relationships and working with portfolio company financial officers on corporate finance matters. Lisa currently serves on the Board of Directors of iPEC Coaching and was formerly a Director of Jansy Packaging and Merit Service Solutions. Prior to joining Eureka, Lisa was a Vice President at TA Associates, where she sourced, evaluated and drove the execution of minority and control private equity investments in high growth private companies across a variety of industries. Prior to TA Associates, Lisa worked in strategy and financial planning and analysis at Apple, Inc and evaluated and assisted in executing private equity and distressed investments as an Associate at Centerbridge Partners. Lisa also worked as an Analyst in the investment banking division of Goldman, Sachs & Co.
Lisa received an MBA from the Wharton School of the University of Pennsylvania and a BA in Social Studies from Harvard College.
Dan, a Principal, joined Eureka in 2017. Dan is responsible for sourcing and evaluating new investment opportunities, due diligence and working with Eureka’s senior and subordinated debt lender relationships. Prior to joining Eureka, Dan was an Associate Vice President at Bessemer Securities, where he evaluated, executed and monitored investments in private equity, real estate, public equity and specialty yield situations across a variety of industries. Prior to Bessemer, Dan worked as an associate at Metalmark Capital where he focused on buyout and growth investments in the business services, industrials, healthcare and energy industries. Prior to Metalmark, Dan worked as an Investment Banking Analyst in the mergers and acquisitions group at Greenhill & Company.
Dan received a BA in Economics from the University of Pennsylvania.
Taylor joined Eureka in 2021 as an Associate. Taylor is responsible for evaluating new investment opportunities, financial analysis and due diligence related to platform investments and add-on acquisitions, as well as supporting Eureka’s deal teams and portfolio company management teams in financing processes. Prior to joining Eureka, Taylor was an Investment Banking Analyst at Stifel, where she was a member of the tech-enabled services team. Prior to Stifel, Taylor worked as an Analyst at Morgan Stanley.
Taylor received a BA in Sustainable Development from Columbia University, where she was captain of the lacrosse team and a First Team All-Ivy and Academic All-Ivy League selection her senior year.
T.J. joined Eureka in 2015 and is the Managing Director of Business Development. T.J. leads the firm’s sourcing and origination activities and has over 15 years of middle market M&A experience working as an investment banker, principal investor and origination professional, completing transactions in a variety of industries.
Prior to joining Eureka, T.J. was Director-in-Charge of Transaction Advisory Services at Fesnak, LLP, a leading regional accounting firm, providing financial due diligence services to middle market buyers and sellers. Prior to Fesnak, he provided outsourced sourcing and origination services to the private equity community with Private Capital Research LLC. Prior to PCR, T.J. was Director of Acquisitions for Alliance Holdings, Inc., an employee-owned holding company investing in a diversified portfolio of operating companies, where he was responsible for sourcing and originating potential acquisition candidates, executing transactions, and was a member of the holding company investment committee. Other previous experience includes the Special Situations Group at National City Investment Banking (formerly SSG Capital Advisors) where he worked on over 40 transactions including mergers and acquisitions, Plans of Reorganization, corporate divestitures, financial restructurings, and the private placement of senior debt, subordinated debt and equity; and Berwind Financial, L.P., a regional middle market investment banking firm.
T.J. has an MBA from the University of Notre Dame’s Mendoza College of Business and a BS from Cornell University’s School of Hotel Administration.
Mike joined Eureka in 2004 and is the firm’s CFO and Chief Compliance Officer. Mike is responsible for all of the firm’s financial administration, including budgeting, cash management and forecasting as well as all financial reporting to the firm’s limited partners. Mike also chairs Eureka's Valuation Committee. As Chief Compliance Officer, Mike is responsible for monitoring and managing compliance with all federal, state and related securities regulations. Prior to joining Eureka, Mike was manager of financial reporting and analysis for Berwind Corporation, managing the financial reporting for a portfolio of operating companies representing several billion dollars in enterprise value. Mike also provided support to the corporate development group on acquisitions and divestitures and to the treasury department on financing transactions. Previously, Mike was a public accountant with Asher & Company, where he worked primarily with private equity funds and real estate investment partnerships.
Mike received his BS in Accounting and Finance from LaSalle University and is a Certified Public Accountant.
Ellie, Controller, joined Eureka in 2019. Ellie is responsible for all accounting, tax and financial reporting requirements related to the firm’s investment funds. Prior to joining Eureka, Ellie was a Senior Associate at Hamilton Lane Advisors, where she was responsible for operational and financial reporting oversight of over 200 private equity fund-of-fund entities, including quarterly and annual audited financial statement preparation and review, cash management and internal controls, and performance and analytics reporting requirements. Prior to Hamilton Lane, Ellie was an Audit Staff Accountant with Ernst & Young, LLP.
Ellie received a BBA in Accountancy from the University of Notre Dame and is a Certified Public Accountant.
Rachelle, Office Manager, joined Eureka in 2018. Rachelle oversees all of Eureka's administrative functions, including human resources and office management, as well as supporting Eureka’s senior team members. In addition, Rachelle is responsible for investor correspondence and marketing initiatives. Prior to joining Eureka, Rachelle was the Assistant to the Mayor of the West Chester Borough, in which she managed the daily operations of the Mayor’s office and served as the primary liaison between government officials and constituents. Previously, Rachelle was the Executive Assistant to the Managing Partner of BlueLine Associates, a global professional services firm.
Rachelle was educated in the Netherlands, with a degree in Office Management, and is fluent in four languages.