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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.

Colin Durney
Associate
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Colin Durney

Colin Durney is an Associate 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: Associate
Phone: 212.574.7013
Email: cdurney@nms-capital.com
Current Portfolio:
Prior Portfolio:
Luis A. Gonzalez
Partner
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Luis A. Gonzalez

Luis Gonzalez is a Partner of NMS, joining the firm in 2016. Luis is involved in all aspects of origination, execution, managing and exiting for the firm’s investments. He has more than 15 years of lower middle market private equity and M&A experience and has successfully completed numerous buyout and growth equity investments.

Prior to joining NMS, Luis was a Managing Director of MBF Healthcare Partners, L.P. where he was responsible for leading the execution of all aspects of the investment process, including transaction sourcing, structuring and execution of post-closing growth, and operational strategies of investments. He served on the boards of several MBF portfolio companies.

Prior to joining MBF, Luis worked in the Investment Banking Group at Raymond James & Associates, Inc. In this role, he was active in mergers & acquisitions, and public equity and debt offerings. He began his career at Deloitte in 2002 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 in 2002.

Location: New York
Role: Investment Professional
Title: Partner
Phone: 212.574.7008
Email: lgonzalez@nms-capital.com
Current Portfolio:
Prior 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 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
Senior Associate
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Jacob M. Kinsley

Jacob Kinsley is a Senior Associate 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.

Location: New York
Role: Investment Professional
Title: Senior Associate
Phone: 212.574.7010
Email: jkinsley@nms-capital.com
Current Portfolio:
Neal Monga
Vice President
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Neal Monga

Neal Monga is a Vice President 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: Vice President
Phone: 212.574.7011
Email: nmonga@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
Managing Director
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David M. Peterson

David Peterson is a Managing Director 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.

Location: New York
Role: Investment Professional
Title: Managing Director
Phone: 212.574.7006
Email: dpeterson@nms-capital.com
Current Portfolio:
Prior Portfolio:
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. Travis is a Certified Public Accountant licensed in the state of Texas.

Location: Dallas
Role: Finance Team
Title: Vice President, Controller
Phone: 214.871.8319
Email: trae@nms-capital.com
Jordan D. Shenker
Associate
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Jordan D. Shenker

Jordan Shenker is an Associate at NMS. Jordan joined the firm in 2020 and is involved in identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining NMS, Jordan was an Analyst, and subsequently an Associate, in the Healthcare Corporate Finance Group of Ziegler in New York, where he worked on a variety of M&A transactions and capital raises. Prior to joining Ziegler, Jordan worked on the distressed credit research team at Debtwire.

Jordan holds a B.A. in Economics from Colgate University.

Location: New York
Role: Investment Professional
Title: Associate
Phone: 516.672.5938
Email: jshenker@nms-capital.com
Current Portfolio:
Jonathan Spero
Vice President
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Jonathan Spero

Jonathan Spero is a Vice President 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: Vice President
Phone: 212.574.7014
Email: jspero@nms-capital.com
Current Portfolio:
Siri Truong
Staff Accountant
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Siri Truong

Siri Truong is a Staff 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: Staff Accountant
Phone: 214.871.8328
Email: struong@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 funds.  He 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 having previously served on the Board of Trustees for The Covenant School of Dallas, and for Harvesters Reaching the Nations, an orphanage and school serving the people of South Sudan, and currently serves on the Advisory Board for Casa Del Lago, a ministry serving the immigrant community of Northwest Dallas.

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:
Donza Worden
Vice President
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Donza Worden

Donza Worden is a Vice President with NMS. Donza joined NMS in 2017 and is involved in identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining NMS, Donza was an Associate at LaSalle Capital (“LaSalle”), a Chicago-based, middle-market private equity firm focused on food and beverage and business services investments. During his tenure at LaSalle, Donza was responsible for identifying and evaluating investment opportunities, conducting due diligence, and monitoring the firm’s investments.

Prior to joining LaSalle, Donza was an Analyst in the industrial investment banking group of Robert W. Baird in Chicago, where he worked on a variety of M&A transactions, and equity and debt financings.

Donza graduated summa cum laude from Albion College with a B.A. in Economics in 2012.

Location: New York
Role: Investment Professional
Title: Vice President
Phone: 214.574.7004
Email: dworden@nms-capital.com
Current 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:
Joseph A. De Nucci
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Joseph A. De Nucci

Joseph De Nucci is an Operating Executive with NMS Capital, supporting NMS in the behavioral health sector.  Joseph currently serves on the board of NMS portfolio company Constellation Behavioral Health.

Joseph has been actively involved in the healthcare and the wellness industry for over 25 years and is currently the President of DeNucci & Associates, a consulting company providing expertise in comprehensive strategic planning and business development specifically for clients interested in merging conventional health and medicine with alternative medicine, integrative medicine, healthy lifestyle, and wellness. He has developed and owned a number of healthcare-related businesses, and has consulted and developed projects for clients that include Duke University, Baptist/St. Vincent Health System, Medtronic, Menla Mountain Retreat, The Tibet House-Manhattan on behalf of the Dali Lama, Sierra Tucson Treatment Hospital, Miraval-Life in Balance Resort and Spa, Insight Intensive at Gold Lake, and many others.

He is also the co-founder and managing partner of NextHealth, LLC, a Chicago-based private investment firm lending expertise and capital to startup companies in the healthy living and healthy lifestyle space and was a partner and operations executive for Asgard Health in Palm Beach Florida that owned the Rosewood Eating Disorders Center, in Wickenburg, AZ, A New Journey in Malibu, CA and the Palm Beach Institute until the programs were sold in 2016.

Joseph has a BS in Political Science from Siena College.

Location: Boulder, CO
Role: Operating Executive Council
Current Portfolio:
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:
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