WHEN IT COMES TO ENDURING PARTNERSHIPS, WE DO WHAT WE SAY.
During the more-than-25 years our senior leadership has worked together, we’ve fostered a culture where collaboration, commitment and community service are the cornerstones of our relationship-building approach. While hard work and alignment of interests have proved critical to our success, we believe the real difference stems from our focus on leaving a lasting positive impact.
For all deal referrals, please email or call Brent Kulman (336-733-0354) or Charlie Orr (336-733-1130).
Scott SnowManaging PartnerScott Snow
Managing Partner
WORK HISTORY
- Joined team in 2005
- Wachovia Securities (now Wells Fargo Securities)
- GE Capital/GE Plastics
OUTSIDE OF WORK
Scott enjoys spending time with his wife and four children. He is an active member of his church, serving in various leadership capacities, including overseeing a self-reliance initiative directed at helping individuals improve job prospects, gain additional education, start and grow businesses and better manage their personal finances. Scott is a Seattle native and long-time North Carolina transplant who maintains his allegiances to Seattle sports but prefers the warmth and sun of the Carolinas. He is an avid snow skier and water sports enthusiast and attempts to play golf.
EDUCATION
- Harvard Business School, MBA
- Brigham Young University, BS in Business Administration with a concentration in Finance
Marshall WhiteManaging PartnerMarshall White
Managing Partner
WORK HISTORY
- Joined team in 2014
- American Capital
- J.P. Morgan
OUTSIDE OF WORK
Marshall enjoys spending time with his wife and three children. He is an active member of his church and involved with his children’s sports teams, the YMCA Adventure Guides program, and YPO. He is a Dallas native, a loyal Texan, and an avid sports fan, including all things Georgetown basketball, SMU football, and Texas Rangers baseball.
EDUCATION
- Georgetown University, BS in Finance and Accounting
PORTFOLIO COMPANY EXPERIENCE
ACTIVE:
PRIOR:
- Whit EdwardsManaging Partner
Whit Edwards
Managing Partner
WORK HISTORY
- Joined team in 2006
- Danaher (Gilbarco Veeder-Root)
- FairPoint Communications
- Bowles Hollowell Conner
OUTSIDE OF WORK
Whit enjoys spending time with his wife and their three sons. Most of his free time revolves around family travel, hunting, golfing, and taking in sunny days at the North Carolina coast. Born and raised in North Carolina, Whit is a loyal Tar Heel and an avid UNC sports fan. He also serves in various leadership capacities at local nonprofits.
EDUCATION
- University of Virginia Darden School of Business, MBA
- University of North Carolina at Chapel Hill, BA in Economics
- Jonathan BlancoManaging Partner
Jonathan Blanco
Managing Partner
WORK HISTORY
- Joined team in 2002
- Carousel Capital
- Bowles Hollowell Conner
- Chase Securities
OUTSIDE OF WORK
Jonathan spends time with his wife and three children boating, fishing, hunting, and skiing. He and his wife are active in the community, volunteering and serving in leadership positions with several local nonprofit organizations. Jonathan currently serves as a trustee of the Crossnore Communities for Children and as the Chairman of the Crossnore Foundation Board. He holds or has held volunteer leadership positions with St. Paul’s Episcopal Church, RJR High School Boosters Club, YMCA Adventure Guides program, and the Bethesda Center for the Homeless.
EDUCATION
- University of Virginia Darden School of Business, MBA (William Michael Shermet Award and Faculty Award for Academic Excellence)
- University of North Carolina at Chapel Hill, BA in Economics with minor in Business
- Steele WindlePartner
Steele Windle
Partner
WORK HISTORY
- Joined team in 2014
- Edgeview Partners
OUTSIDE OF WORK
Steele enjoys spending time with family and friends, playing sports of any kind, and exploring the Intracoastal Waterway. Steele is an aspiring instructor at Virginia International Raceway and enjoys coaching youth soccer and basketball. He also serves in various leadership capacities at local nonprofits.
EDUCATION
- Wake Forest University School of Business, MS
- Hampden-Sydney College, BS in Mathematical Economics, magna cum laude
PORTFOLIO COMPANY EXPERIENCE
ACTIVE:
PRIOR:
- Ken ClarkPrincipal
Ken Clark
Principal
WORK HISTORY
- Joined team in 2017
- ClearPath Foundation
- Abundant Power
- Colville Capital
OUTSIDE OF WORK
Ken enjoys traveling, playing golf and reading when not chasing his three young children. Ken is a passionate sports fan who never misses a Tar Heels or Panthers game.
EDUCATION
- Columbia Business School, MBA with Honors
- University of North Carolina at Chapel Hill, BA in Economics and History, cum laude
PORTFOLIO COMPANY EXPERIENCE
ACTIVE:
PRIOR:
- Cam MulhallSenior Associate
Cam Mulhall
Senior Associate
WORK HISTORY
- Joined team in 2019
- SunTrust Robinson Humphrey
- Capstone Headwaters
OUTSIDE OF WORK
Cam is an active member of the Deacon Club, a fundraising organization that supports Wake Forest University Athletics. A native of the Jersey Shore, he enjoys spending much of his free time on the water, whether it involves fishing for billfish and tuna or racing sailboats.
EDUCATION
- Wake Forest University, BS in Finance, magna cum laude
PORTFOLIO COMPANY EXPERIENCE
ACTIVE:
PRIOR:
- Daniel BuckleySenior Associate
Daniel Buckley
Senior Associate
WORK HISTORY
- Joined team in 2020
- Fifth Third Securities
OUTSIDE OF WORK
Daniel enjoys spending time with his wife and friends, watching UVA sports, golfing, and playing pick-up basketball.
EDUCATION
- University of Virginia McIntire School of Commerce, BS in Commerce with concentrations in Finance and Information Technology
PORTFOLIO COMPANY EXPERIENCE
ACTIVE:
PRIOR:
- Alex MillmanAssociate
Alex Millman
Associate
WORK HISTORY
- Joined team in 2022
- TFA Capital Partners
OUTSIDE OF WORK
Alex enjoys traveling, training Jiu Jitsu, and grilling on his Big Green Egg. Having lived in Texas, he sports a 6-pair cowboy boot collection.
EDUCATION
- University of Texas at Austin, BBA in Business Honors and Finance
- Brent KulmanManaging Director of Business Development
Brent Kulman
Managing Director of Business Development
WORK HISTORY
- Joined team in 2005
- Charlotte Angel Partners (CAP)
- Raymond James
- Interstate/Johnson Lane (later Wachovia Securities)
- Bank of Boston
- ACG Global Board of Directors as the Director at Large for Charlotte, NC
OUTSIDE OF WORK
Brent has served as a board member and Treasurer of the Greensboro Farmers Market. He also enjoys boating and kayaking with his family on Lake Norman.
EDUCATION
- Wharton School of the University of Pennsylvania, MBA with a concentration in Finance
- University of North Carolina at Chapel Hill, BA in English (Phi Beta Kappa)
- Charlie OrrDirector of Business Development
Charlie Orr
Director of Business Development
WORK HISTORY
- Joined team in 2022
- Summit Park
- Caterpillar
- Cherokee Investment Partners
- ACG Charlotte Board of Directors
OUTSIDE OF WORK
Charlie spends his time outdoors with his family and 90-pound black lab, along with vacuuming up dog hair. He enjoys getting together with extended family in Winston Salem and attempting to keep up with his young daughter and new son.
EDUCATION
- Wake Forest University School of Business, MBA with a concentration in Finance
- North Carolina State University
- University of North Carolina at Charlotte
- Dudley CommanderMarketing Manager – Business Development
Dudley Commander
Marketing Manager – Business Development
WORK HISTORY
- Joined team in 2017
- WME | IMG
- Goldman Sachs
OUTSIDE OF WORK
Dudley is an avid supporter of local charities. Her greatest joy is spending time with her husband and two young sons. She also enjoys playing golf, pickleball and beating her husband in tennis.
EDUCATION
- Appalachian State University, MA in Industrial/Organizational Psychology
- Florida State University, BS in Psychology, magna cum laude (Phi Beta Kappa)
- Lily Parada RiosMarketing Analyst
Lily Parada Rios
Marketing Analyst
WORK HISTORY
- Joined team in 2022
- Winston-Salem/Forsyth County Schools
- Lowes Foods Inc.
- Banco Davivienda (in Colombia)
OUTSIDE OF WORK
Lily enjoys spending time with her daughter Eva, reading fiction, watching movies and indoor cycling. She has a passion for animals and nature. On the weekends you can find her at libraries, restaurants, or local shops.
EDUCATION
- Wake Forest University, MA in Management
- Universidad de La Sabana in Colombia, BE in Industrial Production Engineering
- Ben RobertsInvestor Relations Associate
Ben Roberts
Investor Relations Associate
WORK HISTORY
- Joined team in 2023
- Plexus Capital, LLC
- Ernst & Young
OUTSIDE OF WORK
Ben enjoys spending time with his wife, young son and dog Boone, while trying to preserve any last shreds of golf and basketball skills remaining. Ben and his family can be found traveling to the mountains and beach, staying active in their church, and cheering on the Demon Deacons.
EDUCATION
- Wake Forest University School of Business, BS in Finance (Cum Laude) | MS in Accountancy
- North Carolina-licensed CPA
Brad ClarkPartner / CFO / CCOBrad Clark
Partner / CFO / CCO
WORK HISTORY
- Joined team in 2011
- The Carlyle Group
- Ernst & Young
OUTSIDE OF WORK
Brad enjoys traveling with his wife and two sons.
EDUCATION
- UNC Kenan-Flagler Business School, MAC
- University of North Carolina at Chapel Hill, BS in Business Administration with a concentration in Finance and a minor in Public Policy
- Ashley EverhardtFinancial Operations Manager
Ashley Everhardt
Financial Operations Manager
WORK HISTORY
- Joined team in 2019
- Atlantic Capital Advisors, LLC (an external manager for Hatteras Financial and ACM Financial Trust, Inc.)
OUTSIDE OF WORK
Ashley enjoys spending time with her family, cooking, going on long walks, and listening to true crime podcasts.
EDUCATION
- University of Maryland Global Campus, BS in Finance with a minor in Accounting
- Patrick O’RourkeVice President, Strategy & Operations
Patrick O’Rourke
Vice President, Strategy & Operations
WORK HISTORY
- Joined in 2021
- P10 Holdings
- Dixon Hughes Goodman
OUTSIDE OF WORK
Patrick enjoys traveling, reading, and exploring new places with his Goldendoodle, Teddy. He is an avid mountain biker and lover of all things outdoors. Though a long-time North Carolina transplant, he is a South Jersey native who remains a die-hard Philadelphia sports fan.
EDUCATION
- Wake Forest University, MS in Accountancy with distinction
- Wake Forest University, BS, summa cum laude
- North Carolina-licensed CPA
- Mack FlanaganSenior Fund Accountant
Mack Flanagan
Senior Fund Accountant
WORK HISTORY
- Joined team in 2021
- PwC
OUTSIDE OF WORK
Mack enjoys camping, reading, exercising, watching movies, hunting and spending time with his wife and young son.
EDUCATION
- University of North Carolina at Greensboro, MS in Accounting
- University of St. Thomas, Minnesota, BS in Finance
- North Carolina-licensed CPA
- Maggie DunnFund Accountant
- Mary Lou CianciAdministrative Manager
Mary Lou Cianci
Administrative Manager
WORK HISTORY
- Joined in 2009
- Neighborhood of Warwick Grove in Warwick, New York.
- Mountain Creek Resort (an Intrawest property)
OUTSIDE OF WORK
Mary Lou enjoys golfing, yoga, gardening and baking. During the pandemic she decided to try her hand at watercolor painting and enjoys painting landscapes as well as abstract flowers.
EDUCATION
- Berkeley School of Business, Executive Assistant Certification
