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Role:
Verone Bobb
Executive Assistant
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Verone Bobb

Verone Bobb is an Executive Assistant at NMS having joined the firm in 2021. Prior to joining NMS, Verone spent 5 years at McKinsey & Company as an Executive Assistant to Senior Partners in the Public/Private & Consumer/Retail sectors. Prior to that Verone worked at Nomura Securities International where she also served as the Executive Assistant to the Consumer/Retail team in the Investment Banking Division for over 5 years. Prior to joining Nomura, Verone worked at Global Forex Trading as an Executive Assistant/Institutional Sales Coordinator for over 5 years.

Verone received an M.B.A from the University of Phoenix with a minor in project management.

Location: New York
Role: Administration
Title: Executive Assistant
Phone: 212.402.2138
Email: vbobb@nms-capital.com
Martin E. Chavez
Managing Partner, Co-Founder
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Martin E. Chavez

Martin Chavez is a Co-founder and Managing Partner of NMS. Martin has more than 20 years of private equity, general management and investment banking experience and supervises all NMS investment activities. Prior to forming NMS in 2010, Martin was a Managing Director in the Merchant Banking Division of Goldman Sachs and one of two senior members charged with investing in and leading the group of portfolio companies acquired by NMS from Goldman Sachs.

During his tenure at Goldman Sachs, he also held roles in the Investment Banking Division and Principal Investment Area. While in the Investment Banking Division, Martin specialized in mergers and acquisitions, advising publicly and privately held corporations across a wide array of industries in the industrial and business services sectors.

Additionally, he was an Associate at SBC Warburg and an Engineer for 3M Corporation focusing on manufacturing operations.

Martin received an M.B.A. from Harvard Business School in 1997 and a B.S. in Electrical Engineering from the University of Michigan in 1993. Martin has also completed the Harvard Business School Executive Education Board of Directors Leadership program.

Kevin Connelly
Vice President
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Kevin Connelly

Kevin Connelly is a Vice President at NMS Capital, having joined the Firm’s Portfolio Optimization Group in 2021. Kevin is responsible for partnering with NMS portfolio companies to drive equity value by identifying key business opportunities, coaching senior management teams, adding critical resources, and implementing priority initiatives.

Prior to joining NMS, Kevin was an Engagement Manager with McKinsey and Company, where he led commercial, M&A, and operational improvement efforts across both healthcare and business services sectors.

Kevin holds an M.B.A. from Columbia Business School, graduating with Dean’s Honors and Distinction.

Location: New York
Role: Portfolio Optimization Group
Title: Vice President
Phone: 412.706.4247
Email: kconnelly@nms-capital.com
Colin Durney
Vice President
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Colin Durney

Colin Durney is a Vice President with NMS. Colin joined the firm in 2019 and is involved in identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining NMS, Colin was an Analyst, and subsequently an Associate, in the Healthcare Investment Banking Group of BMO Capital Markets in New York, where he worked on a variety of M&A transactions and capital raises.

Colin holds a B.S. in Management with concentrations in Finance and Economics from the Carroll School of Management at Boston College.

Location: New York
Role: Investment Professional
Title: Vice President
Phone: 212.574.7012
Email: cdurney@nms-capital.com
Current Portfolio:
Prior Portfolio:
Rukun Goel
Senior Associate
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Rukun Goel

Rukun Goel is a Senior Associate at NMS. Rukun joined the firm in 2024 and is involved in identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining NMS, Rukun was at The Wharton School’s M.B.A. program where he graduated with honors. Prior to business school, Rukun was a Project Leader at the Boston Consulting Group in New York where he worked with clients on corporate strategy projects.

In addition to receiving his M.B.A., Rukun graduated Phi Beta Kappa from the University of Chicago with a B.A. in Economics and holds an M.A. in International Studies from the University of Pennsylvania’s Lauder Institute.

Location: New York
Role: Investment Professional
Title: Senior Associate
Phone: 332.228.7408
Email: rgoel@nms-capital.com
Current Portfolio:
Luis A. Gonzalez
Senior Partner, Head of Healthcare
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Luis A. Gonzalez

Luis Gonzalez is Senior Partner and Head of Healthcare at NMS Capital. Luis is involved in all aspects of origination, execution, and managing and exiting the firm’s investments. He has 20 years of middle market private equity and M&A experience and has led investments across numerous healthcare sectors.

Prior to joining NMS, Luis was a Managing Director of MBF Healthcare Partners, a healthcare focused private investment firm. Prior to joining MBF, Luis worked in the Investment Banking Group at Raymond James where he was active in M&A, and public equity and debt offerings. He began his career at Deloitte where he was responsible for a range of audit and advisory services for public and private clients, including Fortune 500 companies.

Luis earned his B.S. in Accounting, magna cum laude, and Master of Accounting from the University of Florida.

Location: New York
Role: Investment Professional
Title: Senior Partner, Head of Healthcare
Phone: 212.574.7008
Email: lgonzalez@nms-capital.com
Current Portfolio:
Prior Portfolio:
Julie Jackson
Vice President
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Julie Jackson

Julie Jackson is a Vice President at NMS. Julie joined the firm in 2021 and is involved in identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining NMS, Julie was at the Wharton School’s M.B.A. program where she spent the summer at Goldman Sachs as an associate in their investment banking division. Prior to business school, Julie was a Consultant at Boston Consulting Group in Chicago where she worked with clients in a variety of industries including healthcare and business services.

In addition to receiving her M.B.A., Julie graduated Magna Cum Laude from the University of Michigan with a B.S. in Mechanical Engineering.

Location: New York
Role: Investment Professional
Title: Vice President
Phone: 212.574.7001
Email: jjackson@nms-capital.com
Current Portfolio:
John Jakubowicz
Associate
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John Jakubowicz

John Jakubowicz is an Associate at NMS. John joined the firm in 2024 and is involved in identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining NMS, John was an Analyst, and subsequently an Associate, in the Middle Market M&A Group of BMO Capital Markets in Minneapolis and New York, where he worked on a variety of M&A transactions and capital raises.

John holds a B.B.A. in Finance from the Cox School of Business at Southern Methodist University.

Location: New York
Role: Investment Professional
Title: Associate
Phone: 212.402.2140
Email: jjakubowicz@nms-capital.com
Current Portfolio:
Noel Jeon
Managing Director
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Noel Jeon

Noel Jeon is a Managing Director with NMS, having joined the firm in 2018 as a Principal. Noel co-leads the Business Services sector at NMS and is involved in all aspects of origination, execution, management and exit for the firm’s investments.

Prior to joining NMS, Noel was with BV Investment Partners, Hale Capital Partners and TA Associates. He started his career at UBS Investment Bank.

Noel received an M.B.A. from Harvard Business School and a B.S. in Finance and Accounting from New York University, Leonard N. Stern School of Business.

Location: New York
Role: Investment Professional
Title: Managing Director
Phone: 212.574.7003
Email: njeon@nms-capital.com
Current Portfolio:
Prior Portfolio:
Kevin M. Jordan
Managing Partner, Co-Founder
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Kevin M. Jordan

Kevin Jordan is a Co-Founder and Managing Partner of NMS. Kevin has approximately 30 years of private equity, general management and investment banking experience and supervises all investment activities of NMS. Prior to forming NMS in 2010, Kevin was a Managing Director in the Merchant Banking Division of Goldman Sachs. He was one of two senior members charged with investing in and leading the group of portfolio companies acquired by NMS from Goldman Sachs.

During his tenure at Goldman Sachs, he also spent six years within the Leveraged Finance Group of Goldman Sachs where he specialized in leading the sourcing and execution of highly leveraged bank loans and high yield bonds. Transactions completed were across a wide range of industries, and included sponsor-backed leveraged buyouts, as well as acquisition financings and corporate refinancings.

Kevin was also a Vice President at Lehman Brothers, where he specialized in Leveraged Finance. He began his Wall Street career at Dillon, Read & Co., where he joined the Investment Banking Division as an Analyst specializing in Corporate Finance, and was subsequently promoted to Associate after two years.

Kevin is active in inner-city education causes, having served on the Loan Committee of the Bronx Preparatory Charter School and the Board of Student Sponsor Partners.

Kevin graduated magna cum laude from the College of the Holy Cross with a B.A. in Economics in 1990.

Jacob M. Kinsley
Vice President
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Jacob M. Kinsley

Jacob Kinsley is a Vice President with NMS. Jacob joined NMS in 2018 and is involved in identifying and evaluating investment opportunities, conducting due diligence and monitoring the firm’s investments.

Prior to joining NMS, Jacob was a Senior Analyst at Croft & Bender in Atlanta where he worked on a variety of M&A transactions and capital raises across several industries.

Jacob holds a B.A. in both Business Administration and Chinese Studies from Furman University.

Neal Monga
Principal
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Neal Monga

Neal Monga is a Principal at NMS. Neal is involved in identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining NMS, Neal was a Senior Associate at Harren Equity Partners, an industry-agnostic middle-market private equity firm. During his tenure at Harren, he was responsible for identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments. He served on the boards of several Harren portfolio companies.

Prior to joining Harren, Neal was an Analyst in the Healthcare Investment Banking Group of William Blair in Chicago where he worked on a variety of M&A transactions and equity and debt financings.

Neal graduated cum laude from Northwestern University with a B.A. in Economics.

Location: New York
Role: Investment Professional
Title: Principal
Phone: 212.574.7011
Email: nmonga@nms-capital.com
Current Portfolio:
Colin Moran
Senior Associate
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Colin Moran

Colin Moran is a Senior Associate at NMS. Colin joined the firm in 2022 and is involved in identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining NMS, Colin was a Senior Analyst at Solomon Partners in New York, where he worked on a variety of M&A transactions and capital raises. Prior to joining Solomon Partners, Colin worked in the Leveraged Finance Group at Webster Bank.

Colin holds a B.S. in Economics from the Pennsylvania State University.

Location: New York
Role: Investment Professional
Title: Senior Associate
Phone: 610.945.4323
Email: cmoran@nms-capital.com
Current Portfolio:
Sofiya Nedelcheva
Associate
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Sofiya Nedelcheva

Sofiya Nedelcheva is an Associate at NMS. Sofiya joined the firm in 2023 and is involved in identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining NMS, Sofiya was an Analyst in the Global Technology Group at Stifel in New York, where she worked on a variety of M&A transactions and capital raises. Prior to joining Stifel, Sofiya worked in the Global Markets Group at Citigroup.

Sofiya holds a B.S. in Finance from Rutgers University.

Location: New York
Role: Investment Professional
Title: Associate
Phone: 201.870.2051
Email: snedelcheva@nms-capital.com
Current Portfolio:
Thomas C. Nolan
Partner
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Thomas C. Nolan

Thomas Nolan is a Partner at NMS, having joined the firm in 2020. Thomas works across the NMS portfolio and is primarily responsible for supporting our portfolio companies to drive operational improvement and growth by partnering with management teams. He has more than 12 years of middle market private equity experience supporting companies and partnering with senior management teams.

Prior to joining NMS, Thomas was an Operating Director at Berkshire Partners, LLC from 2008 to 2020. He led numerous strategic projects across a variety of industries, including healthcare, distribution, industrial manufacturing, retail, and consumer goods.

Prior to joining Berkshire, Thomas held a number of operating roles at Circuit City and Capital One Financial. He also worked as COO of Heritage Union, a start-up life insurance company. Earlier in his career, Thomas was a consultant at Bain & Company and a market development engineer at GE.

Thomas received an M.B.A. from the Wharton School of Business at the University of Pennsylvania in 1995 and a B.S. in Chemical Engineering from the University of Michigan in 1990.

Location: New York
Role: Portfolio Optimization Group
Title: Partner
Phone: 804.366.7906
Email: tnolan@nms-capital.com
Daniela Panczel
Executive Assistant
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Daniela Panczel

Daniela Panczel is an Executive Assistant at NMS. Daniela joined the firm in 2011 and is responsible for the administrative support.

Prior to joining NMS, Daniela spent 15 years with Goldman Sachs as a Senior Administrative Assistant within the Merchant Banking Division and Pension Services Group. Prior to joining Goldman Sachs, Daniela began her career with Tomen America where she served as an Office Manager for ten years.

Daniela graduated from Borough of Manhattan College with a degree in Business Administration.

Location: New York
Role: Administration
Title: Executive Assistant
Phone: 212.422.7099
Email: dpanczel@nms-capital.com
David M. Peterson
Partner
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David M. Peterson

David Peterson is a Partner at NMS, having joined the firm in 2012 as an Associate. David is involved in all aspects of origination, execution, managing and exiting for the firm’s investments.

Prior to joining NMS, from 2010 to 2012, David was an Associate at Waud Capital Partners (WCP), a Chicago-based, middle market private equity firm focused on healthcare and business services investments. During his tenure at WCP, David was responsible for identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining WCP, David was an Analyst from 2008 to 2010 in the Healthcare Investment Banking Group of Houlihan Lokey in Chicago, where he worked on a variety of M&A transactions and equity and debt financings across many healthcare services sectors, including home health, hospice, long-term care, and behavioral health. He started his career as an Analyst at Dresner Partners in 2007.

David earned a B.B.A., with high distinction, in Finance and Accounting and a minor in Economics from the University of Michigan in 2007.

Travis E. Rae
Vice President, Controller
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Travis E. Rae

Travis Rae is a Vice President and Controller for NMS.  Travis joined the firm in 2011 and is responsible for financial reporting, taxes, compliance and investor communications.

Prior to joining NMS, Travis served as Controller for Unified 360, a private Dallas-based technology company. While at Unified 360, Travis was primarily responsible for all financial reporting, finance, accounting, and human resource duties of the organization. He was also involved in the negotiation and execution of client agreements and client third party financing.

Travis’s background includes experience with KPMG and Whitley Penn where he was responsible for a range of audit and advisory services for public and private clients, specializing in consumer, industrial, and energy business lines.

Travis graduated from the University of Texas at Dallas with a Master of Accountancy and a BBA in Accounting.

Location: Dallas
Role: Finance Team
Title: Vice President, Controller
Phone: 214.871.8319
Email: trae@nms-capital.com
Madeline Schneiter
Vice President
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Madeline Schneiter

Madeline Schneiter is a Vice President at NMS Capital, having joined the Firm’s Portfolio Optimization Group in 2023. Madeline is responsible for partnering with NMS portfolio companies to drive equity value by identifying key business opportunities, coaching senior management teams, adding critical resources, and implementing priority initiatives.

Prior to joining NMS, Madeline was an Engagement Manager with McKinsey & Company, where she led growth strategy, digital transformation, and operational improvement efforts across a variety of industries.

Madeline holds a B.A. and M.B.A. from Yale University.

Location: New York
Role: Portfolio Optimization Group
Title: Vice President
Phone: 610.223.5654
Email: mschneiter@nms-capital.com
Ben Schubert
Associate
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Ben Schubert

Ben Schubert is an Associate at NMS. Ben joined the firm in 2024 and is involved in identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining NMS, Ben was an Analyst in the Services and Industrials Group at Piper Sandler in Charlotte, where he worked on a variety of M&A transactions and capital raises.

Ben holds a B.A. in Economics from the University of Virginia.

Location: New York
Role: Investment Professional
Title: Associate
Phone: 804.572.1404
Email: bschubert@nms-capital.com
Current Portfolio:
Daniel Schwartz
Managing Director
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Daniel Schwartz

Daniel Schwartz is a Managing Director with NMS. Daniel co-leads the Business Services sector at NMS and is involved in all aspects of origination, execution, management and exit for the firm’s investments.

Prior to joining NMS, Daniel spent more than 12 years executing and managing private equity investments across the business services landscape. Daniel was most recently with CIP Capital, and worked at Halyard Capital before that. He started his career as an investment banker at Bear Stearns where he worked on M&A transactions as well as debt and equity financings across the technology, media and communications sectors.

Daniel received a Bachelor of Business Administration in Finance from the Goizueta Business School at Emory University.

Location: New York
Role: Investment Professional
Title: Managing Director
Phone: 212.574.7005
Email: dschwartz@nms-capital.com
Current Portfolio:
Jonathan Spero
Principal
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Jonathan Spero

Jonathan Spero is a Principal with NMS Capital. Jonathan joined NMS in 2020 and is involved in identifying and evaluating investment opportunities, conducting due diligence and monitoring the firm’s investments.

Prior to joining NMS, Jonathan was a Vice President at BelHealth Investment Partners (“BelHealth”), a healthcare-focused lower middle-market private equity firm. During his tenure at BelHealth, Jonathan was responsible for identifying and evaluating investment opportunities, conducting due diligence and monitoring the firm’s investments.

Prior to joining BelHealth, Jonathan was an Analyst in the healthcare investment banking group of SunTrust Robinson Humphrey in Atlanta where he worked on a variety of M&A transactions and equity and debt financings.

Jonathan holds a B.S. in Business Administration from Carnegie Mellon University.

Location: New York
Role: Investment Professional
Title: Principal
Phone: 212.574.7014
Email: jspero@nms-capital.com
Current Portfolio:
Siri Truong
Senior Accountant
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Siri Truong

Siri Truong is a Senior Accountant at NMS. Siri joined NMS in 2016 and is responsible for supporting the accounting, compliance, and administrative functions of the firm.

Prior to joining NMS, Siri was a Staff Accountant for Enterprise Holdings, where she was primarily responsible for accounting and financial reporting. She was also involved in the internal audit function for Enterprise’s branch locations, ensuring compliance with company policies and procedures. Prior to Enterprise, Siri worked in the medical industry as a Clinical Research & Medical Assistant for MaxHealth Family Medicine, where she was a member of the clinic research team and provided administrative support to the clinic.

Siri graduated from The University of Texas at Arlington with a B.A. in Organizational Communication and a minor in Psychology.

Location: Dallas
Role: Finance Team
Title: Senior Accountant
Phone: 214.871.8328
Email: struong@nms-capital.com
Chris Wallis
Vice President - Finance
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Chris Wallis

Chris Wallis is a Vice President of Finance with NMS Capital. Chris joined NMS in 2021 and is involved in financial reporting, tax, compliance, and performance reporting.

Prior to joining NMS, Chris was a Senior Manager with Alter Domus, where he was responsible for managing all aspects of accounting, internal and external reporting, and audit and tax coordination for private equity and venture capital funds.

Prior to Alter Domus, Chris was a Manager at Oak Hill Advisors. While at Oak Hill Advisors Chris worked on distressed and private credit funds and was responsible for financial and investor reporting.

Chris holds a Master degree in Accountancy and B.S. in Accounting from Southern Utah University. Chris is a CPA in the state of Utah.

Location: Dallas
Role: Finance Team
Title: Vice President - Finance
Phone: 214.871.8354
Email: cwallis@nms-capital.com
James G. Wilson
Partner, CFO
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James G. Wilson

Jim Wilson has been a Partner and CFO with NMS since its formation in 2010, and is responsible for the financial management and administration of NMS and its investment funds.  He also serves as a resource for NMS portfolio company CFOs with respect to finance, accounting and tax matters.  Prior to joining NMS, Jim was a Partner and Senior Vice President for Haas Wheat & Partners (HWP), a Dallas-based private equity firm.  During his 12-year tenure at HWP, Jim was responsible for all financial reporting, taxes, and investor communications for the firm and its affiliates. Prior to HWP, Jim served as a Manager in the finance department of Coca-Cola Enterprises, and also worked in public accounting at KPMG.

Jim is active on charitable boards, including serving with OurCalling, Seed Effect, The Covenant School of Dallas, Harvesters Reaching the Nations, and Casa Del Lago. He currently serves as co-chair of the capital campaign for OurCommunity, the largest housing project for people experiencing homelessness in North Texas.

Jim graduated from Baylor University with a B.B.A. in 1989.

Location: Dallas
Role: Finance Team
Title: Partner, CFO
Phone: 214.871.8362
Email: jwilson@nms-capital.com
Current Portfolio:
Prior Portfolio:
NMS Operating Executive Council

NMS’s Operating Executive Council (“OEC”) is comprised of experienced industry leaders and operating executives. The OEC members work alongside NMS and portfolio management, bringing their deep industry knowledge, expertise and relationships to our companies.

Roxanne Bowman
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Roxanne Bowman

Roxanne Bowman is an Operating Executive with NMS Capital, supporting NMS across the utility and infrastructure services sectors. She currently serves on the boards of NMS portfolio companies Treeways, Exo, and Safety Management Group as well as serves on the boards of ChargePoint and CLEAResult.

Roxanne has nearly 30 years of experience in the utility industry.  Her experience spans multiple areas of businesses including executive leadership, general management, sales, marketing, and strategic planning. Roxanne also has experience working with middle-market companies to develop their organic and acquisition-based strategies.

Throughout her career, Roxanne served in various prior roles including: CEO at PowerTeam Services, Global President at Cooper Power Systems, Vice President at ABB, and numerous roles at Siemens.

Roxanne has a BS in Electrical Engineering from Clemson University and an MBA from Virginia Tech.

NMS Operating Executive Council Case Study

NMS engaged Roxanne in 2019 to help build out industry themes in the utility and infrastructure services sectors.  She has since been involved in identification and due diligence of new NMS platforms and add-on acquisitions.  Since her involvement, NMS has completed three platform investments where she currently sits on the board of directors.  Roxanne offers strategic guidance to the management teams and provides unique insights given her robust experience and relationships in the utility sector.  She also plays a significant role in assisting management teams with acquisition-based strategies.

Location: Raleigh, NC
Role: Operating Executive Council
Current Portfolio:
Chuck Casalinova
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Chuck Casalinova

Chuck Casalinova is an Operating Executive with NMS Capital, helping lead proactive investment initiatives in the environmental services industry. He currently serves on the board of NMS portfolio company LDR Site Services.

Mr. Casalinova is a highly accomplished waste management and utility services executive with 40+ years of combined experience. He has a track record of significant value creation both organically and through acquisitions. Most recently Chuck was CFO of PowerTeam Services, a $900+ million revenue utilities services business backed by private equity.

Prior to that, Mr. Casalinova spent the majority of his career in the waste industry. Chuck was one of the founders of a super-regional solid waste industry provider named WCA Waste. Serving as SVP and CFO, Chuck was instrumental in building the company to approximately $300 million in annual revenues over 13 years and ultimately taking the company public. Prior to WCA, Chuck spent nearly 20 years with Waste Management, serving in various financial, operational and growth focused roles across multiple regions in the U.S. Chuck has completed and integrated upwards of 100 acquisitions during his career, creating significant shareholder value along the way.

Location: Cary, NC
Role: Operating Executive Council
Current Portfolio:
Daniel Duffy
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Daniel Duffy

Daniel Duffy is an Operating Executive with NMS Capital, supporting NMS across the outsourced pharmaceutical services sector. He currently serves on the board of NMS portfolio company Flourish Research.

Dan has more than 25 years of healthcare executive leadership and private equity experience in high-growth organizations across the global life science and commercial healthcare continuum. Dan is passionate about elevating patient care and accelerating access to medicines that address global patient needs, enhance quality of care, and improve health outcomes. He has a track record of significant value creation both organically and through acquisitions. His experience and current focus areas include oncology, CNS, rare disease, advanced treatment technologies such as RNA, CAR-T, Cell & Gene, digital health and healthcare technology infrastructure.

Most recently Dan was CEO of Camargo Pharmaceutical Services, a private equity backed specialty CRO business, with a focus in regulatory and commercial strategy, IND-enabling and pediatric clinical services. During his four-year tenure, the company more than doubled revenue and successfully completed two strategic acquisitions. Prior to that, Mr. Duffy was the VP and General Manager of McKesson’s Specialty Pharmacy Solutions (MSPS) business unit, a high-growth, multi-site operation with several hundred employees. Prior to MSPS, Dan spent nearly 10 years with Biologics, as the Chief Business Development Officer overseeing commercial operations, strategy, and development of the market-facing organization. Dan has completed upwards of 25 acquisitions and integrations during his career.

Mr. Duffy has a BBA in Finance from Kent State University and an MBA from the University of North Carolina at Chapel Hill.

Location: Chapel Hill, NC
Role: Operating Executive Council
Current Portfolio:
Robert Elfanbaum
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Robert Elfanbaum

Bob Elfanbaum is an Operating Executive with NMS Capital, supporting NMS across the IT Services Sector, focusing on Digital Transformation and IT Managed Service Providers.

Mr. Elfanbaum is a highly accomplished business leader with 30 years of experience leading companies, including ~25 in IT Services. He has a track record of value creation both organically and through acquisitions. In 1999, Bob co-founded and served as the CEO of Asynchrony, one of the leading agile development organizations in the US. In 2015, Asynchrony was acquired by World Wide Technology (WWT), a $17 billion global IT organization. Bob served on WWT’s executive leadership team from 2015 through 2019, led its global application services organization from 2015 to 2018 and transitioned to VP of Products in 2019, leading the creation of proprietary licensable products for WWT. From 2020 to 2023, Bob was the CEO of Object Computing Inc, a St. Louis-based company focused on transforming companies into data-driven organizations, as well as helped co-found Tolam Earth, a blockchain-based carbon offset platform.

Prior to Asynchrony, Bob was the CFO of Agri-Nutrition Group, a NASDAQ-traded company, responsible for financial operations, SEC reporting and helping execute a roll-up strategy including four acquisitions. The company was sold to Virbac, Inc., a French animal health company in 1999. Bob started his career as a CPA at PwC. As a PwC manager, he supported taking two different companies public.

Location: Naples, FL
Role: Operating Executive Council
Katrina Johnson
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Katrina Johnson

Katrina Johnson is an Operating Executive Council Member supporting leadership and talent development in current and prospective portfolio companies. Serving as a leadership consultant for 10 years, Katrina Johnson assesses and coaches C-suite talent. She helps CEOs and PE sponsors build best-in-class management teams that achieve growth targets while building legacies they are proud of. She supports clients in driving profitable growth while preserving key cultural and strategic differentiators. Industry-agnostic, she has worked with founder-led businesses focused on organic growth initiatives, lower-middle market aggressively pursuing M&A, and public companies just beginning to figure out life after an IPO.

A science nerd at heart, she blends research from behavioral science, neuroscience, economics, and business to help clients make better decisions and execute with speed. She has partnered with CEOs from all walks of life, from the minor leagues to the Ivy leagues, to better understand the leadership capabilities of their team and prepare for the growth path ahead. Data-driven and rigorous, she boils many hours of data down to a handful of testable hypotheses and actionable insights.

Katrina has been to solving ‘people puzzles’ in one context or another for almost 25 years now. Prior to working in consulting, Katrina spent almost a decade in academia, conducting neuroscience-focused research, teaching statistics, and consulting with physicians on how to best observe and measure human behavior. She also evaluated and treated patients in the Emory Transplant Center, helping physicians optimize the chance of successful outcomes. Katrina earned a Ph.D. from Emory University and a BS from Florida State University.

Location: Decatur, GA
Role: Operating Executive Council
Brian Kirkpatrick
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Brian Kirkpatrick

Brian Kirkpatrick is an Operating Executive with NMS Capital, supporting NMS across the engineering and infrastructure services space.

Mr. Kirkpatrick is a highly accomplished engineering and infrastructure services executive with 20+ years of experience. He has a track record of significant value creation both organically and through acquisitions. Most recently Brian served as President of Universal Engineering Sciences, a Top 50 ENR 500 private equity-backed engineering and consulting firm intended to serve public and private clients in industries ranging from transportation and healthcare to commercial, residential, and education. While in this capacity, Brian successfully guided the firm through a period of dramatic growth, which included completing 20+ acquisitions in 3 years and expanding the firm to over 3,700 employees across 75 locations in 23 states.

Prior to Universal, Brian was the President of Composites for ClockSpring|NRI (nka: Critica Infrastructure), a global engineering and infrastructure firm committed to extending the life of assets through its proven, engineered composites, insertion valves, geopolymer materials, and fiber-reinforced polymer solutions. During his tenure, Brian helped accelerate growth both organically and through acquisition, while simultaneously expanding internationally (Middle East, UK & Europe, and Southeast Asia). Prior to that, Brian was Chief Investment Officer at Capital Guardian and was responsible for the firm’s investment strategy and capital markets outlook. He also served as the President of Capital Guardian Asset Management and President of Capital Guardian Funds Trust.

Location: West Palm Beach FL
Role: Operating Executive Council
Bob Livonius
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Bob Livonius

Bob is an Operating Executive with NMS Capital, supporting NMS in the human capital management sector. Bob currently serves on the board of NMS portfolio company GrapeTree Medical Staffing and previously served as a board member of several harvested NMS portfolio companies.

Bob specializes in the staffing industry and related workforce management companies and has been inducted into the Hall of Fame of the Staffing Industry Analysts Most Influential People. He was also inducted into the American Staffing Association Leadership Hall of Fame and was Chairman of ASA. His experience has included over 50 acquisitions in the staffing and human capital management space.

Bob served in various prior roles including: President of Workforce Solutions at AMN Healthcare, CEO of Medfinders, COO of Spherion, and at IBM with over 15 years of sales and operations leadership roles.

Bob has a BS in Engineering and a BS in Business from the University of Colorado.

Location: Dallas
Role: Operating Executive Council
Current Portfolio:
Prior Portfolio:
Ed Ponatoski
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Ed Ponatoski

Ed is an Operating Executive with NMS Capital, supporting NMS across the healthcare services sector.  Ed currently serves on the board of NMS Portfolio Company U.S. Foot and Ankle Specialists, and he previously served on the board of Anne Arundel Dermatology prior to NMS’s exit.

Ed’s primary focus is on new market expansion, regulatory representation, and strategic development in the healthcare services end markets.  Ed also has experience with providing healthcare consulting services to various governmental organizations.

Ed served in various prior roles including: CEO of the largest independent provider of dermatology services in Maryland (which was acquired by NMS), Senior Partner at Martin-Blanck & Associates, and Principal at SRA International.

Ed served as a Medical Service Corps Officer in the United States Army from July 1974 through June 1995.  He earned a Masters of Health Administration from Baylor University and a BA in Psychology from the University of Georgia.  He is a Fellow of the American College of Health Care Executives.

Location: Linthicum Heights, MD
Role: Operating Executive Council
Current Portfolio:
Prior Portfolio:
Pat Rowland
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Pat Rowland

Pat has been a healthcare executive for more than 30 years. Most recently, she served as an Operating Advisor with Berkshire Partners, where her primary portfolio responsibility was working with Affordable Care, a leading dental service organization. Prior to this, she served as Chief Strategy Officer at One Call Care Management, an industry leader in workers’ compensation services. Prior to One Call, she spent 25 years working for CIGNA across various divisions and business lines, reaching the title of SVP of Strategy reporting to the President of CIGNA Healthcare. She has served on the Board of Trustees of the University of Richmond since 2004 from which she received an MBA and a B.S. in Biology.

Location: Greater Chicago Area
Role: Operating Executive Council
Current Portfolio:
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