Team – Vista Equity Partners (2024)

Table of Contents

The Vista Team Browse by Group Search by Name Name Title Division Location Greg Myers Senior Managing Director, Global Head of Capital & Partner Solutions Capital & Partner Solutions New York Name Greg Myers Title Senior Managing Director, Global Head of Capital & Partner Solutions Division Capital & Partner Solutions Location New York Robert F. Smith Founder, Chairman and CEO Executive Committee Austin Name Robert F. Smith Title Founder, Chairman and CEO Division Executive Committee Location Austin David A. Breach President & Chief Operating Officer Executive Committee Austin Name David A. Breach Title President & Chief Operating Officer Division Executive Committee Location Austin Rachel Arnold Senior Managing Director Private Equity, Endeavor Austin Name Rachel Arnold Title Senior Managing Director Division Private Equity, Endeavor Location Austin Lauren Dillard Senior Managing Director, Chief Financial Officer Firm Operations & Administration Austin Name Lauren Dillard Title Senior Managing Director, Chief Financial Officer Division Firm Operations & Administration Location Austin David Flannery Senior Managing Director, President of Vista Credit Partners Credit New York Name David Flannery Title Senior Managing Director, President of Vista Credit Partners Division Credit Location New York Michael Fosnaugh Senior Managing Director Private Equity, Flagship Chicago Name Michael Fosnaugh Title Senior Managing Director Division Private Equity, Flagship Location Chicago Jamie Ford Senior Managing Director Permanent Capital San Francisco Name Jamie Ford Title Senior Managing Director Division Permanent Capital Location San Francisco James P. Hickey Senior Managing Director Permanent Capital Austin Name James P. Hickey Title Senior Managing Director Division Permanent Capital Location Austin Julian Bostic Managing Director Capital & Partner Solutions Chicago Name Julian Bostic Title Managing Director Division Capital & Partner Solutions Location Chicago René Yang Stewart Senior Managing Director Private Equity, Endeavor Austin Name René Yang Stewart Title Senior Managing Director Division Private Equity, Endeavor Location Austin Monti Saroya Senior Managing Director Private Equity, Flagship Austin Name Monti Saroya Title Senior Managing Director Division Private Equity, Flagship Location Austin Ashish Shah Managing Director Public Equity San Francisco Name Ashish Shah Title Managing Director Division Public Equity Location San Francisco Daniel Arce-Yee Director Public Equity San Francisco Name Daniel Arce-Yee Title Director Division Public Equity Location San Francisco Michael Jeanblanc Senior Vice President Public Equity San Francisco Name Michael Jeanblanc Title Senior Vice President Division Public Equity Location San Francisco Jeremy Mekdhanasarn Senior Vice President Public Equity San Francisco Name Jeremy Mekdhanasarn Title Senior Vice President Division Public Equity Location San Francisco Nikki Angione Associate Public Equity San Francisco Name Nikki Angione Title Associate Division Public Equity Location San Francisco Ed Larkin Associate Public Equity San Francisco Name Ed Larkin Title Associate Division Public Equity Location San Francisco Blake Ramsden Associate Public Equity San Francisco Name Blake Ramsden Title Associate Division Public Equity Location San Francisco Patrick Severson Senior Managing Director Private Equity, Foundation Austin Name Patrick Severson Title Senior Managing Director Division Private Equity, Foundation Location Austin Nadeem Syed Senior Managing Director, Head of Value Creation Private Equity, Flagship San Francisco Name Nadeem Syed Title Senior Managing Director, Head of Value Creation Division Private Equity, Flagship Location San Francisco Marc Teillon Senior Managing Director Private Equity, Foundation Austin Name Marc Teillon Title Senior Managing Director Division Private Equity, Foundation Location Austin Fareed Adib Managing Director, Growth and Minority Strategies Private Equity Austin Name Fareed Adib Title Managing Director, Growth and Minority Strategies Division Private Equity Location Austin Rod Aliabadi Managing Director Private Equity, Flagship Chicago Name Rod Aliabadi Title Managing Director Division Private Equity, Flagship Location Chicago Adrian Alonso Managing Director Private Equity, Flagship Austin Name Adrian Alonso Title Managing Director Division Private Equity, Flagship Location Austin Ryan Atlas Managing Director Private Equity, Foundation Austin Name Ryan Atlas Title Managing Director Division Private Equity, Foundation Location Austin Bret Bolin Managing Director Private Equity, Foundation Name Bret Bolin Title Managing Director Division Private Equity, Foundation Location David Bonnette Managing Director Private Equity, Foundation Austin Name David Bonnette Title Managing Director Division Private Equity, Foundation Location Austin Anand Anbalagan Managing Director Permanent Capital Austin Name Anand Anbalagan Title Managing Director Division Permanent Capital Location Austin Vincent Burkett Managing Director Permanent Capital Austin Name Vincent Burkett Title Managing Director Division Permanent Capital Location Austin Godfrey Gill Managing Director Capital & Partner Solutions New York Name Godfrey Gill Title Managing Director Division Capital & Partner Solutions Location New York Justin Cho Managing Director Private Equity, Endeavor Austin Name Justin Cho Title Managing Director Division Private Equity, Endeavor Location Austin Darko Dejanovic Managing Director Private Equity, Foundation Austin Name Darko Dejanovic Title Managing Director Division Private Equity, Foundation Location Austin Kim Eaton Managing Director Private Equity, Foundation Austin Name Kim Eaton Title Managing Director Division Private Equity, Foundation Location Austin Josh Gray Managing Director Private Equity, Endeavor Chicago Name Josh Gray Title Managing Director Division Private Equity, Endeavor Location Chicago Jake Hodgman Managing Director Private Equity, Foundation Austin Name Jake Hodgman Title Managing Director Division Private Equity, Foundation Location Austin Thomas Hogan Managing Director Private Equity, Flagship Austin Name Thomas Hogan Title Managing Director Division Private Equity, Flagship Location Austin Betty Hung Managing Director Private Equity, Flagship Austin Name Betty Hung Title Managing Director Division Private Equity, Flagship Location Austin Ashley MacNeill Managing Director, Head of Equity Capital Markets Private Equity, Flagship New York Name Ashley MacNeill Title Managing Director, Head of Equity Capital Markets Division Private Equity, Flagship Location New York Chad Martin Managing Director Private Equity, Flagship Name Chad Martin Title Managing Director Division Private Equity, Flagship Location Angela Pecoraro Managing Director Private Equity Chicago Name Angela Pecoraro Title Managing Director Division Private Equity Location Chicago Christian Sowul Managing Director Private Equity San Francisco Name Christian Sowul Title Managing Director Division Private Equity Location San Francisco John Stalder Managing Director Private Equity, Flagship San Francisco Name John Stalder Title Managing Director Division Private Equity, Flagship Location San Francisco Martin Taylor Managing Director and President of OneVista Private Equity, Flagship Austin Name Martin Taylor Title Managing Director and President of OneVista Division Private Equity, Flagship Location Austin Dirk Wakeham Managing Director Private Equity, Foundation Name Dirk Wakeham Title Managing Director Division Private Equity, Foundation Location Jeff Wilson Managing Director Private Equity, Flagship San Francisco Name Jeff Wilson Title Managing Director Division Private Equity, Flagship Location San Francisco Craig Hayman Managing Director Private Equity, Flagship Name Craig Hayman Title Managing Director Division Private Equity, Flagship Location Brian Gibson Managing Director, Channel Partnerships and Alliances OneVista Name Brian Gibson Title Managing Director, Channel Partnerships and Alliances Division OneVista Location Christopher Johnson Managing Director OneVista Austin Name Christopher Johnson Title Managing Director Division OneVista Location Austin Nitin Suri Executive Director OneVista Name Nitin Suri Title Executive Director Division OneVista Location Jennifer Harrigan Strategic Client Management Officer OneVista New York Name Jennifer Harrigan Title Strategic Client Management Officer Division OneVista Location New York Bessie Watts Director of External Board Member Program OneVista Name Bessie Watts Title Director of External Board Member Program Division OneVista Location Ben Benson Senior Vice President Private Equity, Endeavor Austin Name Ben Benson Title Senior Vice President Division Private Equity, Endeavor Location Austin Shannon Bracken Senior Vice President Private Equity, Flagship San Francisco Name Shannon Bracken Title Senior Vice President Division Private Equity, Flagship Location San Francisco Jack Dillon Senior Vice President Private Equity, Flagship Chicago Name Jack Dillon Title Senior Vice President Division Private Equity, Flagship Location Chicago Roxane Divol Senior Vice President Private Equity, Flagship San Francisco Name Roxane Divol Title Senior Vice President Division Private Equity, Flagship Location San Francisco Aaron Gupta Senior Vice President Private Equity, Foundation Austin Name Aaron Gupta Title Senior Vice President Division Private Equity, Foundation Location Austin Jamie Holden Operating Advisor Private Equity, Endeavor Name Jamie Holden Title Operating Advisor Division Private Equity, Endeavor Location Jessica Cash Operating Senior Vice President Private Equity, Endeavor Name Jessica Cash Title Operating Senior Vice President Division Private Equity, Endeavor Location Elizabeth Knuppel Operating Senior Vice President Private Equity, Flagship Name Elizabeth Knuppel Title Operating Senior Vice President Division Private Equity, Flagship Location Lily Perez Operating Senior Vice President Private Equity, Flagship Name Lily Perez Title Operating Senior Vice President Division Private Equity, Flagship Location Brian Loring Senior Vice President Private Equity, Foundation Austin Name Brian Loring Title Senior Vice President Division Private Equity, Foundation Location Austin Shivan Patel Senior Vice President Private Equity, Endeavor Chicago Name Shivan Patel Title Senior Vice President Division Private Equity, Endeavor Location Chicago Nick Prickel Senior Vice President Private Equity, Flagship San Francisco Name Nick Prickel Title Senior Vice President Division Private Equity, Flagship Location San Francisco Abhay Puskoor Senior Vice President Private Equity, Endeavor San Francisco Name Abhay Puskoor Title Senior Vice President Division Private Equity, Endeavor Location San Francisco Nicolas Stahl Senior Vice President Private Equity, Flagship Chicago Name Nicolas Stahl Title Senior Vice President Division Private Equity, Flagship Location Chicago Steven White Senior Vice President Private Equity, Flagship Austin Name Steven White Title Senior Vice President Division Private Equity, Flagship Location Austin Thomas Johnston Operating Vice President Private Equity, Endeavor Austin Name Thomas Johnston Title Operating Vice President Division Private Equity, Endeavor Location Austin Zubin Nagpal Operating Vice President Private Equity, Foundation Austin Name Zubin Nagpal Title Operating Vice President Division Private Equity, Foundation Location Austin Andrew Alea Vice President Private Equity, Flagship Chicago Name Andrew Alea Title Vice President Division Private Equity, Flagship Location Chicago Stephen Foster Vice President Private Equity, Foundation Austin Name Stephen Foster Title Vice President Division Private Equity, Foundation Location Austin Charles Guan Vice President Private Equity, Flagship San Francisco Name Charles Guan Title Vice President Division Private Equity, Flagship Location San Francisco Olga Kaplan Vice President Private Equity, Endeavor San Francisco Name Olga Kaplan Title Vice President Division Private Equity, Endeavor Location San Francisco Derek Klomhaus Vice President Private Equity, Foundation Austin Name Derek Klomhaus Title Vice President Division Private Equity, Foundation Location Austin Brooke Nakatsukasa Vice President Private Equity, Flagship San Francisco Name Brooke Nakatsukasa Title Vice President Division Private Equity, Flagship Location San Francisco Sam Payton Vice President Private Equity, Flagship Austin Name Sam Payton Title Vice President Division Private Equity, Flagship Location Austin Vinay Shah Vice President Private Equity, Foundation Austin Name Vinay Shah Title Vice President Division Private Equity, Foundation Location Austin Dan Sullivan Vice President Private Equity, Foundation Austin Name Dan Sullivan Title Vice President Division Private Equity, Foundation Location Austin Charlotte Cipolletti Director of Impact Private Equity Name Charlotte Cipolletti Title Director of Impact Division Private Equity Location Luke Allen Senior Associate Private Equity Austin Name Luke Allen Title Senior Associate Division Private Equity Location Austin Kojo Amarteyfio Senior Associate Private Equity Austin Name Kojo Amarteyfio Title Senior Associate Division Private Equity Location Austin Evan Escobedo Senior Associate Private Equity Chicago Name Evan Escobedo Title Senior Associate Division Private Equity Location Chicago Allyson Estey Senior Associate Private Equity Austin Name Allyson Estey Title Senior Associate Division Private Equity Location Austin Alan Glass Senior Associate Private Equity Austin Name Alan Glass Title Senior Associate Division Private Equity Location Austin Kyle Henderson Senior Associate Private Equity Austin Name Kyle Henderson Title Senior Associate Division Private Equity Location Austin Fei Lucas Senior Associate Private Equity San Francisco Name Fei Lucas Title Senior Associate Division Private Equity Location San Francisco Ann Mathews-Pereira Senior Associate Private Equity Austin Name Ann Mathews-Pereira Title Senior Associate Division Private Equity Location Austin Ryan McMorrow Senior Associate Private Equity San Francisco Name Ryan McMorrow Title Senior Associate Division Private Equity Location San Francisco Nick Murley Senior Associate Private Equity Chicago Name Nick Murley Title Senior Associate Division Private Equity Location Chicago Blair Ohman Senior Associate Private Equity Austin Name Blair Ohman Title Senior Associate Division Private Equity Location Austin Franklin Reis Senior Associate Private Equity San Francisco Name Franklin Reis Title Senior Associate Division Private Equity Location San Francisco Aditi Shroff Senior Associate Private Equity Austin Name Aditi Shroff Title Senior Associate Division Private Equity Location Austin Amanda Tyson Senior Associate Private Equity Chicago Name Amanda Tyson Title Senior Associate Division Private Equity Location Chicago Mark Wenden Senior Associate Private Equity Austin Name Mark Wenden Title Senior Associate Division Private Equity Location Austin Taylor Auman Associate Private Equity Austin Name Taylor Auman Title Associate Division Private Equity Location Austin Tara Barabi Associate Private Equity Austin Name Tara Barabi Title Associate Division Private Equity Location Austin Phillip Barber Associate Private Equity Austin Name Phillip Barber Title Associate Division Private Equity Location Austin Rares Barbu Associate Private Equity Chicago Name Rares Barbu Title Associate Division Private Equity Location Chicago Meredith Breach Associate Private Equity Chicago Name Meredith Breach Title Associate Division Private Equity Location Chicago Elizabeth Carter Associate Private Equity Austin Name Elizabeth Carter Title Associate Division Private Equity Location Austin Nikoletta Georgalis Associate Private Equity Austin Name Nikoletta Georgalis Title Associate Division Private Equity Location Austin Adam Greene Associate Private Equity Austin Name Adam Greene Title Associate Division Private Equity Location Austin Nicholas Grisius Associate Private Equity Austin Name Nicholas Grisius Title Associate Division Private Equity Location Austin Shannon Hou Associate Private Equity Austin Name Shannon Hou Title Associate Division Private Equity Location Austin Kaylyn Kavi Associate Private Equity Austin Name Kaylyn Kavi Title Associate Division Private Equity Location Austin Broderick Kelley Associate Private Equity Chicago Name Broderick Kelley Title Associate Division Private Equity Location Chicago Emmanuel Machena Associate Private Equity Chicago Name Emmanuel Machena Title Associate Division Private Equity Location Chicago Madeline McCormick Associate Private Equity Chicago Name Madeline McCormick Title Associate Division Private Equity Location Chicago Mike McMullan Associate Private Equity Chicago Name Mike McMullan Title Associate Division Private Equity Location Chicago Annie Meyjes Associate Private Equity Chicago Name Annie Meyjes Title Associate Division Private Equity Location Chicago Sisi Miteva Associate Private Equity San Francisco Name Sisi Miteva Title Associate Division Private Equity Location San Francisco Ben Oleniczak Associate Private Equity Chicago Name Ben Oleniczak Title Associate Division Private Equity Location Chicago Amit Patel Associate Private Equity San Francisco Name Amit Patel Title Associate Division Private Equity Location San Francisco William Sitzman Associate Private Equity Austin Name William Sitzman Title Associate Division Private Equity Location Austin Ryan Snyder Associate Private Equity Chicago Name Ryan Snyder Title Associate Division Private Equity Location Chicago TJ Veech Associate Private Equity Chicago Name TJ Veech Title Associate Division Private Equity Location Chicago Jack Sheldon Associate, Business Development Private Equity, Endeavor Austin Name Jack Sheldon Title Associate, Business Development Division Private Equity, Endeavor Location Austin Shivam Shirolawala Associate, Business Development Private Equity, Endeavor Austin Name Shivam Shirolawala Title Associate, Business Development Division Private Equity, Endeavor Location Austin Eugene Williams Associate, Business Development Private Equity, Endeavor Austin Name Eugene Williams Title Associate, Business Development Division Private Equity, Endeavor Location Austin Katy Arkell Analyst Private Equity Austin Name Katy Arkell Title Analyst Division Private Equity Location Austin Jaden Baron Analyst Private Equity Austin Name Jaden Baron Title Analyst Division Private Equity Location Austin Nick Burrello Analyst Private Equity Austin Name Nick Burrello Title Analyst Division Private Equity Location Austin Amy Cui Analyst Private Equity Austin Name Amy Cui Title Analyst Division Private Equity Location Austin Jennifer Chen Analyst Private Equity Chicago Name Jennifer Chen Title Analyst Division Private Equity Location Chicago Mia Farlekas Analyst Private Equity Chicago Name Mia Farlekas Title Analyst Division Private Equity Location Chicago Alexa Fillingim Analyst Private Equity Chicago Name Alexa Fillingim Title Analyst Division Private Equity Location Chicago Hunter Ladnier Analyst Private Equity Chicago Name Hunter Ladnier Title Analyst Division Private Equity Location Chicago Conner Lovely Analyst Private Equity Austin Name Conner Lovely Title Analyst Division Private Equity Location Austin Jack Ogden Analyst Private Equity Name Jack Ogden Title Analyst Division Private Equity Location Rotimi Ogunmola Analyst Private Equity San Francisco Name Rotimi Ogunmola Title Analyst Division Private Equity Location San Francisco Emmanuel Onakoya Analyst Private Equity Chicago Name Emmanuel Onakoya Title Analyst Division Private Equity Location Chicago Derek Orji Analyst Private Equity Austin Name Derek Orji Title Analyst Division Private Equity Location Austin Karina Petrunova Analyst Private Equity Chicago Name Karina Petrunova Title Analyst Division Private Equity Location Chicago Renee Spillane Analyst Private Equity Austin Name Renee Spillane Title Analyst Division Private Equity Location Austin Andee Song Analyst Private Equity Chicago Name Andee Song Title Analyst Division Private Equity Location Chicago Nghi Van Analyst Private Equity Chicago Name Nghi Van Title Analyst Division Private Equity Location Chicago Annie Zhao Analyst Private Equity San Francisco Name Annie Zhao Title Analyst Division Private Equity Location San Francisco Tyler Kellner Vice President Permanent Capital Chicago Name Tyler Kellner Title Vice President Division Permanent Capital Location Chicago Alan Schwartz Chief Legal Officer Legal & Compliance Austin Name Alan Schwartz Title Chief Legal Officer Division Legal & Compliance Location Austin Justin Hirsch Managing Director, Strategy Office of the CEO Austin Name Justin Hirsch Title Managing Director, Strategy Division Office of the CEO Location Austin Rebecca Hu Managing Director Office of the CEO Name Rebecca Hu Title Managing Director Division Office of the CEO Location Brent Lanier Managing Director, Chief Information Officer Information & Technology Austin Name Brent Lanier Title Managing Director, Chief Information Officer Division Information & Technology Location Austin Christina Lema Managing Director, General Counsel of Vista Management Company Legal & Compliance San Francisco Name Christina Lema Title Managing Director, General Counsel of Vista Management Company Division Legal & Compliance Location San Francisco Gwen Reinke Managing Director, Chief Compliance Officer Legal & Compliance Oakland Name Gwen Reinke Title Managing Director, Chief Compliance Officer Division Legal & Compliance Location Oakland Marybeth Schmitz Managing Director, Head of Administration & Human Resources Administration & Human Resources Austin Name Marybeth Schmitz Title Managing Director, Head of Administration & Human Resources Division Administration & Human Resources Location Austin Stephen Seelbach Managing Director Office of the CEO San Francisco Name Stephen Seelbach Title Managing Director Division Office of the CEO Location San Francisco Brian W. Steel Managing Director, Strategic Communications Firm Operations & Administration New York Name Brian W. Steel Title Managing Director, Strategic Communications Division Firm Operations & Administration Location New York Shelby Wanstrath Managing Director Firm Operations & Administration Austin Name Shelby Wanstrath Title Managing Director Division Firm Operations & Administration Location Austin Bill Bindeman Senior Vice President, Head of Finance, Vista Public Strategies Firm Operations & Administration San Francisco Name Bill Bindeman Title Senior Vice President, Head of Finance, Vista Public Strategies Division Firm Operations & Administration Location San Francisco Jason Crichfield Senior Vice President, Global Controller Finance Oakland Name Jason Crichfield Title Senior Vice President, Global Controller Division Finance Location Oakland David Jacobs Senior Vice President, Head of Finance, Vista Credit Partners Finance Oakland Name David Jacobs Title Senior Vice President, Head of Finance, Vista Credit Partners Division Finance Location Oakland Jessi Marshall Senior Vice President Marketing Austin Name Jessi Marshall Title Senior Vice President Division Marketing Location Austin Ken Burke Vice President, Head of Compliance & Senior Counsel, Vista Credit Partners Legal & Compliance New York Name Ken Burke Title Vice President, Head of Compliance & Senior Counsel, Vista Credit Partners Division Legal & Compliance Location New York Susie Choi Vice President, Legal, M&A Legal & Compliance Name Susie Choi Title Vice President, Legal, M&A Division Legal & Compliance Location Kirk Hourdajian Vice President ESG Oakland Name Kirk Hourdajian Title Vice President Division ESG Location Oakland Nataliya Kuzhylina Vice President, Data Management Firm Operations & Administration New York Name Nataliya Kuzhylina Title Vice President, Data Management Division Firm Operations & Administration Location New York Linda Ly Vice President Finance Oakland Name Linda Ly Title Vice President Division Finance Location Oakland Chris Murphy Vice President, Legal, Portfolio Management Legal & Compliance Austin Name Chris Murphy Title Vice President, Legal, Portfolio Management Division Legal & Compliance Location Austin Lucy Neugart Vice President Marketing Austin Name Lucy Neugart Title Vice President Division Marketing Location Austin Colin Rakita Vice President, Head of Tax Finance Oakland Name Colin Rakita Title Vice President, Head of Tax Division Finance Location Oakland Fiona Rees Vice President Finance Oakland Name Fiona Rees Title Vice President Division Finance Location Oakland Keith Shoates Vice President Office of the CEO Austin Name Keith Shoates Title Vice President Division Office of the CEO Location Austin Gursimarjit “Simi” Singh Vice President, Head of Compliance & Senior Counsel, Public Equity and Permanent Capital Legal & Compliance Oakland Name Gursimarjit “Simi” Singh Title Vice President, Head of Compliance & Senior Counsel, Public Equity and Permanent Capital Division Legal & Compliance Location Oakland Alexandria Stuart Vice President, Head of Compliance & Senior Counsel, Private Equity Legal & Compliance Oakland Name Alexandria Stuart Title Vice President, Head of Compliance & Senior Counsel, Private Equity Division Legal & Compliance Location Oakland Nancy Whalen Vice President Human Resources Austin Name Nancy Whalen Title Vice President Division Human Resources Location Austin Khalida Ali Director Diversity and Inclusion Austin Name Khalida Ali Title Director Division Diversity and Inclusion Location Austin John Coyle Director Finance Oakland Name John Coyle Title Director Division Finance Location Oakland Ashley Crill Director Human Resources Austin Name Ashley Crill Title Director Division Human Resources Location Austin Amitabh Desai Director Office of the CEO New York Name Amitabh Desai Title Director Division Office of the CEO Location New York Brooke Ferguson Director Marketing Austin Name Brooke Ferguson Title Director Division Marketing Location Austin Domini Floyd Director, Business Applications Information & Technology Austin Name Domini Floyd Title Director, Business Applications Division Information & Technology Location Austin Autumn Gloetzner Director, Workplace Design and Construction Human Resources Name Autumn Gloetzner Title Director, Workplace Design and Construction Division Human Resources Location Ashleigh Gorman Director, Marketing Technology and Insights Firm Operations & Administration Austin Name Ashleigh Gorman Title Director, Marketing Technology and Insights Division Firm Operations & Administration Location Austin Susan McCartin IT Governance, Director Information & Technology Austin Name Susan McCartin Title IT Governance, Director Division Information & Technology Location Austin Ryan Montoya Valuation, Director Finance Oakland Name Ryan Montoya Title Valuation, Director Division Finance Location Oakland Ashot Navasardyan Director, Development Office of the CEO San Francisco Name Ashot Navasardyan Title Director, Development Division Office of the CEO Location San Francisco Rachel Stark Director, Financial Planning & Analysis Finance Oakland Name Rachel Stark Title Director, Financial Planning & Analysis Division Finance Location Oakland Carter Tatum Talent, Director Human Resources Austin Name Carter Tatum Title Talent, Director Division Human Resources Location Austin Pete Fisher Managing Director Credit New York Name Pete Fisher Title Managing Director Division Credit Location New York Kristine Jurczyk Managing Director Credit Chicago Name Kristine Jurczyk Title Managing Director Division Credit Location Chicago Joshua Niedner Managing Director Credit Chicago Name Joshua Niedner Title Managing Director Division Credit Location Chicago Stephanie Alger Director, Risk & Analytics, Head of Strategy Credit Name Stephanie Alger Title Director, Risk & Analytics, Head of Strategy Division Credit Location Melissa Griffiths Director, Operations and Portfolio Finance Credit New York Name Melissa Griffiths Title Director, Operations and Portfolio Finance Division Credit Location New York Alexander Hughes Director Credit New York Name Alexander Hughes Title Director Division Credit Location New York Amy Mathews Head of Venture Capital Coverage, Director Credit Oakland Name Amy Mathews Title Head of Venture Capital Coverage, Director Division Credit Location Oakland Ryan Mingo Director Credit New York Name Ryan Mingo Title Director Division Credit Location New York Brendan Renehan Director Credit New York Name Brendan Renehan Title Director Division Credit Location New York John Sette Director, Head of Credit Trading Credit Name John Sette Title Director, Head of Credit Trading Division Credit Location Lendell Thompson Director Credit Oakland Name Lendell Thompson Title Director Division Credit Location Oakland Shawn Tierney Director Credit Name Shawn Tierney Title Director Division Credit Location Jack Holby Vice President Credit New York Name Jack Holby Title Vice President Division Credit Location New York Alexandra Fen Vice President Credit New York Name Alexandra Fen Title Vice President Division Credit Location New York Ryan Crabtree Senior Associate Credit Chicago Name Ryan Crabtree Title Senior Associate Division Credit Location Chicago Humayra Kabir Senior Associate Credit New York Name Humayra Kabir Title Senior Associate Division Credit Location New York George Lu Senior Associate Credit New York Name George Lu Title Senior Associate Division Credit Location New York Mimi Messawer Senior Associate Credit New York Name Mimi Messawer Title Senior Associate Division Credit Location New York Erin Myers Senior Associate, Fund Management Credit Chicago Name Erin Myers Title Senior Associate, Fund Management Division Credit Location Chicago Dillon L. Cope Associate Credit New York Name Dillon L. Cope Title Associate Division Credit Location New York Rachel Krug Associate Credit Name Rachel Krug Title Associate Division Credit Location Dillon Dunteman Associate Credit New York Name Dillon Dunteman Title Associate Division Credit Location New York Percil Parikh Associate Credit New York Name Percil Parikh Title Associate Division Credit Location New York Kiran Rao Chief Operating Officer, Value Creation Consulting Group San Francisco Name Kiran Rao Title Chief Operating Officer, Value Creation Division Consulting Group Location San Francisco Dionne Hosten Managing Director, Talent Consulting Group Austin Name Dionne Hosten Title Managing Director, Talent Division Consulting Group Location Austin Alan Kerr Managing Director, Go-to-Market Consulting Group Austin Name Alan Kerr Title Managing Director, Go-to-Market Division Consulting Group Location Austin Doug Owens Managing Director, Business Operations Consulting Group Austin Name Doug Owens Title Managing Director, Business Operations Division Consulting Group Location Austin Kevin Sofield Managing Director Capital Markets Austin Name Kevin Sofield Title Managing Director Division Capital Markets Location Austin Clifford Chiu Senior Advisor Executive Committee Austin Name Clifford Chiu Title Senior Advisor Division Executive Committee Location Austin Viet Nguyen Managing Director Capital & Partner Solutions New York Name Viet Nguyen Title Managing Director Division Capital & Partner Solutions Location New York Christine Pastore Managing Director Capital & Partner Solutions Name Christine Pastore Title Managing Director Division Capital & Partner Solutions Location Jeff Russell Managing Director Capital & Partner Solutions New York Name Jeff Russell Title Managing Director Division Capital & Partner Solutions Location New York Pat Cronin Senior Vice President Capital & Partner Solutions San Francisco Name Pat Cronin Title Senior Vice President Division Capital & Partner Solutions Location San Francisco Monica Davis Senior Vice President Capital & Partner Solutions Name Monica Davis Title Senior Vice President Division Capital & Partner Solutions Location Cheryl Cecchini Leahy Senior Vice President Capital & Partner Solutions San Francisco Name Cheryl Cecchini Leahy Title Senior Vice President Division Capital & Partner Solutions Location San Francisco John Seni Senior Vice President Capital Markets Austin Name John Seni Title Senior Vice President Division Capital Markets Location Austin Drew Tate Senior Vice President Capital & Partner Solutions Austin Name Drew Tate Title Senior Vice President Division Capital & Partner Solutions Location Austin Dawan Koo Vice President Capital & Partner Solutions Name Dawan Koo Title Vice President Division Capital & Partner Solutions Location Tom McCabe Vice President Capital & Partner Solutions New York Name Tom McCabe Title Vice President Division Capital & Partner Solutions Location New York Juliet Zawedde Vice President Capital & Partner Solutions New York Name Juliet Zawedde Title Vice President Division Capital & Partner Solutions Location New York Hannah Dolgin Senior Associate Capital & Partner Solutions New York Name Hannah Dolgin Title Senior Associate Division Capital & Partner Solutions Location New York Pat Repko Senior Associate Capital & Partner Solutions Chicago Name Pat Repko Title Senior Associate Division Capital & Partner Solutions Location Chicago Elizabeth Walsh Senior Associate Capital Markets San Francisco Name Elizabeth Walsh Title Senior Associate Division Capital Markets Location San Francisco Katherine Bessey Associate Capital & Partner Solutions Austin Name Katherine Bessey Title Associate Division Capital & Partner Solutions Location Austin John Kettle Associate Capital & Partner Solutions Austin Name John Kettle Title Associate Division Capital & Partner Solutions Location Austin Emily Rohrbach Associate Capital & Partner Solutions New York Name Emily Rohrbach Title Associate Division Capital & Partner Solutions Location New York Caroline Trant Associate Capital & Partner Solutions New York Name Caroline Trant Title Associate Division Capital & Partner Solutions Location New York Florina Yang Associate Capital & Partner Solutions New York Name Florina Yang Title Associate Division Capital & Partner Solutions Location New York Hailey Bishop Analyst Capital & Partner Solutions Austin Name Hailey Bishop Title Analyst Division Capital & Partner Solutions Location Austin Katrina Calixte Analyst Capital & Partner Solutions Name Katrina Calixte Title Analyst Division Capital & Partner Solutions Location Craig O’Malley Analyst Capital & Partner Solutions Name Craig O’Malley Title Analyst Division Capital & Partner Solutions Location Justin Smith Analyst Capital & Partner Solutions Name Justin Smith Title Analyst Division Capital & Partner Solutions Location Robert F. Smith Founder, Chairman and CEO Executive Committee Austin Name Robert F. Smith Title Founder, Chairman and CEO Division Executive Committee Location Austin David A. Breach President & Chief Operating Officer Executive Committee Austin Name David A. Breach Title President & Chief Operating Officer Division Executive Committee Location Austin Rachel Arnold Senior Managing Director Private Equity, Endeavor Austin Name Rachel Arnold Title Senior Managing Director Division Private Equity, Endeavor Location Austin Lauren Dillard Senior Managing Director, Chief Financial Officer Firm Operations & Administration Austin Name Lauren Dillard Title Senior Managing Director, Chief Financial Officer Division Firm Operations & Administration Location Austin David Flannery Senior Managing Director, President of Vista Credit Partners Credit New York Name David Flannery Title Senior Managing Director, President of Vista Credit Partners Division Credit Location New York Michael Fosnaugh Senior Managing Director Private Equity, Flagship Chicago Name Michael Fosnaugh Title Senior Managing Director Division Private Equity, Flagship Location Chicago James P. Hickey Senior Managing Director Permanent Capital Austin Name James P. Hickey Title Senior Managing Director Division Permanent Capital Location Austin Betty Hung Managing Director Private Equity, Flagship Austin Name Betty Hung Title Managing Director Division Private Equity, Flagship Location Austin Greg Myers Senior Managing Director, Global Head of Capital & Partner Solutions Capital & Partner Solutions New York Name Greg Myers Title Senior Managing Director, Global Head of Capital & Partner Solutions Division Capital & Partner Solutions Location New York Monti Saroya Senior Managing Director Private Equity, Flagship Austin Name Monti Saroya Title Senior Managing Director Division Private Equity, Flagship Location Austin Patrick Severson Senior Managing Director Private Equity, Foundation Austin Name Patrick Severson Title Senior Managing Director Division Private Equity, Foundation Location Austin Nadeem Syed Senior Managing Director, Head of Value Creation Private Equity, Flagship San Francisco Name Nadeem Syed Title Senior Managing Director, Head of Value Creation Division Private Equity, Flagship Location San Francisco Clifford Chiu Senior Advisor Executive Committee Austin Name Clifford Chiu Title Senior Advisor Division Executive Committee Location Austin Justin Hirsch Managing Director, Strategy Office of the CEO Austin Name Justin Hirsch Title Managing Director, Strategy Division Office of the CEO Location Austin FAQs

The Vista Team

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Greg Myers

Senior Managing Director, Global Head of Capital & Partner Solutions

Capital & Partner Solutions

New York

Name Greg Myers

Title Senior Managing Director, Global Head of Capital & Partner Solutions

Division Capital & Partner Solutions

Location New York

Rachel Arnold has over two decades of experience investing in and scaling growth at market leading software companies. Ms. Arnold is Co-Head of the Vista Endeavor Funds and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. She currently sits on the boards of BigTime, BlueConic, Jebbit, Mabl RadarFirst, Tripleseat and Zapproved, and is involved in the firm’s investments in Dispatch and Kazoo. She was actively involved in the firm’s investments in AGDATA, Autotask, BigMachines, Bonterra, Bullhorn, Kibo, Lanyon, Lone Wolf, Naviga, PeopleAdmin, Relias Learning and SecureLink.

Prior to joining Vista Equity Partners in 2012, Ms. Arnold held executive positions at four Vista companies. Her roles have included interim CEO at Bonterra (formerly Social Solutions), Senior Vice President of Engineering, Product Management and Marketing at Mitratech, Vice President of Product Management and Strategy at MicroEdge, and running Business Development and Channel Programs at SRC Software. Outside of her Vista tenure, Ms. Arnold served as Strategy Director at Interbrand and as an Equity Research Associate covering enterprise software at Pacific Crest.

Ms. Arnold is passionate about giving back to her community. In 2017, she co-founded the Austin chapter of Friends of the Children, a nonprofit organization focused on breaking the cycle of generational poverty through transformative work with high-risk youth. Ms. Arnold is the Past Chair and current board member for the Friends of the Children Austin chapter, sits on the National Board for Friends of the Children, and also serves as Treasurer and Trustee for The Contemporary Austin.

Education

B.A. in International Business, Linfield College

Lauren Dillard

Senior Managing Director, Chief Financial Officer

Firm Operations & Administration

Austin

Name Lauren Dillard

Title Senior Managing Director, Chief Financial Officer

Division Firm Operations & Administration

Location Austin

Lauren Dillard joined Vista Equity Partners in 2022 as Chief Financial Officer. Ms. Dillard serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.

Prior to joining Vista, Ms. Dillard spent over two decades across the financial services and technology sectors. She most recently served as Executive Vice President of Investment Intelligence for Nasdaq and was responsible for leading the strategic direction of the fast-growing division, driving expansion across Nasdaq’s index. Before Nasdaq, Ms. Dillard spent 17 years at The Carlyle Group, serving, most recently, as Partner and Head of the Investment Solutions unit, overseeing more than $40 billion in assets and 200 professionals across offices in six countries. She also served as a member of Carlyle’s Management Committee and played significant roles on other leadership committees during her tenure. Prior to Carlyle, Ms. Dillard worked in the tax practice of Arthur Andersen.

Education

B.S. in Accounting, University of Richmond

David Flannery

Senior Managing Director, President of Vista Credit Partners

Credit

New York

Name David Flannery

Title Senior Managing Director, President of Vista Credit Partners

Division Credit

Location New York

Daniel Arce-Yee joined Vista Public Strategies in 2021.

Prior to joining Vista, Mr. Arce-Yee was a Vice President at Goldman Sachs. Before Goldman Sachs, Mr. Arce-Yee was an Analyst at UBS.

Education

Bucknell University

Michael Jeanblanc

Senior Vice President

Public Equity

San Francisco

Name Michael Jeanblanc

Title Senior Vice President

Division Public Equity

Location San Francisco

Education

B.S. in Production Engineering, University of Mumbai (formerly University of Bombay)
M.S., Industrial Engineering, Louisiana State University

Marc Teillon

Senior Managing Director

Private Equity, Foundation

Austin

Name Marc Teillon

Title Senior Managing Director

Division Private Equity, Foundation

Location Austin

Marc Teillon joined Vista in 2009. Mr. Teillon is currently Co-Head of the Vista Foundation Funds and sits on the Vista Foundation Funds’ Investment Committee. Additionally, Mr. Teillon serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. He previously was a member of the Flagship team. Mr. Teillon currently sits on the boards of Aptean, Critical Start, ESO Solutions, FLASH, Khoros, LogicMonitor, Naviga and Vena Solutions. Mr. Teillon was also actively involved in the firm’s investments in Aderant, Allocate, CentralSquare, DealerSocket, Omnitracs, PowerSchool, Sovos Compliance and Zego (Powered by PayLease).

Prior to joining Vista, Mr. Teillon was a Vice President in Citi’s Investment Banking division. While at Citi, Mr. Teillon advised clients on buy-side and sell-side transactions, public and private equity financings, and other strategic advisory initiatives. Before that, Mr. Teillon was a Director, Finance for Chindex International in China. At Chindex, he led network-wide capital raising and budgeting activities for the hospital division and managed the Finance, Accounting, Business Office and IT Departments for the multi-facility Shanghai market. Mr. Teillon has also worked at The Blackstone Group as an investment professional, at Arcadia Partners, an education technology and e-learning venture fund, and at Philips in an operations role within the company’s new ventures division.

Education

M.B.A., Harvard Business School

Fareed Adib

Managing Director, Growth and Minority Strategies

Private Equity

Austin

Name Fareed Adib

Title Managing Director, Growth and Minority Strategies

Division Private Equity

Location Austin

Fareed Adib joined Vista in 2016 and is currently Managing Director of Growth and Minority Strategies, and serves as a member of Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. In his current role, Mr. Adib advises on all growth and minority investing and acts as an operational professional across all Vista funds. Additionally, Mr. Adib works closely with Vista’s Founder, Chairman and CEO, Robert F. Smith, and the Capital and Partner Solutions team on strategic limited partner engagements.

His previous roles at Vista include heading the Product & Technology team and acting as the firm’s first CTO, leading firm and portfolio-wide efforts around diligence, product management, product development, cybersecurity, cloud development and artificial intelligence and machine learning. Mr. Adib also served as Interim President of Vista Consulting Group.

Mr. Adib has more than 20 years of senior technology leadership experience and was named one of “The Smartest People in Tech” by Fortune in 2011. He has a distinguished track record of building diverse, global teams while managing billion-dollar businesses for some of the world’s most impactful and iconic brands, including Google, Softbank, Sprint, Sun and IBM.

Mr. Adib has served on the board of directors for a number of technology companies. He also leads Vista’s partnership with Code.org, a nonprofit dedicated to expanding access to computer science in schools and increasing participation byyoung women and students from other underrepresented groups.

Education

B.S. Computer Science, University of Missouri
M.B.A., University of Chicago

Rod Aliabadi

Managing Director

Private Equity, Flagship

Chicago

Name Rod Aliabadi

Title Managing Director

Division Private Equity, Flagship

Location Chicago

Rod Aliabadi joined Vista in 2008 and sits on the Vista Flagship Funds’ Investment Committee. Mr. Aliabadi sits on the boards of Acquia, EAB, Integral Ad Science (NASDAQ: IAS), Ping Identity (NYSE: PING), Quickbase and TripleLift. Mr. Aliabadi was also actively involved in Vista’s investments in Aderant, BigMachines, Forcepoint, Mediaocean, Mitratech, Numerator, Relias Learning, SirsiDynix, Stats Perform, SumTotal, TIBCO and Websense.

Prior to joining Vista, Mr. Aliabadi worked at the Stanford Genome Technology Center focusing on the development of nanotechnology-driven diagnostics. During his time at Stanford, Mr. Aliabadi became involved with the creation and spin-out of NextBio, a provider of SaaS-based products for integrating corporate and public data from sequencing and microarray technologies (acquired by Illumina in 2013).

Education

B.E. in Biomedical Engineering, Vanderbilt University

Adrian Alonso

Managing Director

Private Equity, Flagship

Austin

Name Adrian Alonso

Title Managing Director

Division Private Equity, Flagship

Location Austin

Adrian Alonso joined Vista Equity Partners in 2009 and is currently a member of the private equity Flagship team. Mr. Alonso serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. He sits on the boards of Advanced, CentralSquare, EagleView, iCIMS, Mindbody and Pluralsight, and is involved in the firm’s investment in Jio. He was also actively involved in the firm’s investments in Aptean, Omnitracs, Sovos Compliance, SumTotal Systems and TransFirst.

Prior to joining Vista, Mr. Alonso worked in the Technology, Media and Telecommunications group of Goldman, Sachs & Co. While at Goldman, Mr. Alonso advised technology and media companies on a broad range of transactions, including mergers, acquisitions, divestitures, financings and other corporate restructuring activities.

Education

B.S. in Business Administration, University of Southern California, cum laude

Ryan Atlas

Managing Director

Private Equity, Foundation

Austin

Name Ryan Atlas

Title Managing Director

Division Private Equity, Foundation

Location Austin

Ryan Atlas joined Vista Equity Partners in 2012 and sits on the Vista Foundation Funds’ Investment Committee. Mr. Atlas currently sits on the boards of AlertMedia, Critical Start, ESO Solutions, Granicus, LogicMonitor, Menlo Security, TigerConnect, Tomia and Tribute Technology. He was also formerly on the boards of or actively involved in the firm’s investments in Allocate, Autotask, Bullhorn, Main Street Hub, Relias Learning, Return Path and Wrike.

Prior to joining Vista, Mr. Atlas worked at JMI Equity, a growth equity firm with over $6 billion under management. While at JMI, Mr. Atlas focused on growth and buyout investments of software and technology-enabled businesses. Before his time with JMI, Mr. Atlas worked at McKinsey & Company, where he advised clients on both strategy and operations in a variety of industries including private equity, technology and energy.

Education

B.A. in Ethics, Politics, and Economics, Yale University,cum laude

Bret Bolin

Managing Director

Private Equity, Foundation

Name Bret Bolin

Title Managing Director

Division Private Equity, Foundation

Location

Josh Gray joined Vista Equity Partners in 2019 and is currently a member of the private equity Endeavor team. Mr. Gray currently sits on the boards of BigTime Software, BlueConic, Dispatch, Fusion Risk Management and Jebbit.

Prior to joining Vista, Mr. Gray served as President and Chief Operating Officer at Eved, a global AP and payments platform, where he ran all lines of business. He previously worked at Insight Partners as an Operating Partner, during which time he served as interim CEO of Unitrends. Previously, Mr. Gray was a member of the executive team at BigMachines, a Vista portfolio company, where he served as General Manager of BigMachines Express through the company’s acquisition by Oracle. Before his time at BigMachines, Mr. Gray held roles at the Chicago Public Schools and the Boston Consulting Group, and he served as Assistant Chief Operating Officer on the 2008 Obama for America Presidential Campaign. Mr. Gray began his career as a private equity and venture capital investor at Svoboda Capital Partners and Lehman Brothers.

Education

B.A. in Political Science, University of Michigan
M.P.A., Harvard Kennedy School
M.B.A., Harvard Business School

Jake Hodgman

Managing Director

Private Equity, Foundation

Austin

Name Jake Hodgman

Title Managing Director

Division Private Equity, Foundation

Location Austin

Jake Hodgman joined Vista Equity Partners in 2015 and is currently a member of the private equity Foundation team. Mr. Hodgman currently sits on the board of Assent and StarRez and works with the firm’s investment in Vena Solutions. He was also actively involved with the firm’s investment Zego (Powered by PayLease).

Prior to joining Vista, Mr. Hodgman was a Principal and founding member of HGGC (formerly Huntsman Gay Global Capital) where he was actively involved in fundraising, sourcing, execution and management of portfolio investments with a particular focus on software and technology-enabled businesses. Prior to HGGC’s formation, Mr. Hodgman was a Senior Associate with Sorenson Capital and began his career in the Investment Banking Division of Citigroup.

Education

B.S. in Business Management emphasis in Finance, Brigham Young University

Thomas Hogan

Managing Director

Private Equity, Flagship

Austin

Name Thomas Hogan

Title Managing Director

Division Private Equity, Flagship

Location Austin

Thomas Hogan joined Vista Equity Partners in 2021 and is currently a member of the private equity Flagship team. Mr. Hogan currently sits on the boards of Drift, Gainsight, Infoblox and Pluralsight.

Prior to joining Vista, Mr. Hogan served as Chairman and Chief Executive Officer of Kony, a PE-owned global leader in digital banking, from 2014 to its ultimate sale to Temenos in October 2019. Prior to Kony, Mr. Hogan held a variety of senior technology positions including Executive Vice President of Sales and Marketing at Hewlett Packard (“HP”), Executive Vice President of Software at HP, and Executive Vice President at CSC. Additionally, Mr. Hogan served as Chief Executive Officer of Vignette, the market-leading content management company, as well as Head of WW Sales at Siebel Systems after beginning his career at IBM. Mr. Hogan is a member of the Citrix Board of Directors.

Education

B.S. in Biomedical Engineering, University of Illinois at Urbana-Champaign
Master of Management, with Distinction, Finance and International Business, Northwestern University

Betty Hung

Managing Director

Private Equity, Flagship

Austin

Name Betty Hung

Title Managing Director

Division Private Equity, Flagship

Location Austin

Betty Hung joined Vista Equity Partners in 2007. Ms. Hung sits on the Vista Flagship Funds’ Investment Committee and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Ms. Hung currently sits on the boards of Advanced, CentralSquare, Cvent (NASDAQ: CVT), EAB, EagleView, Finastra, Pipedrive, PowerSchool (NYSE: PWSC), TIBCO and Xactly, and is actively involved in the firm’s investment in Pluralsight. Prior to her role as a Managing Director, Ms. Hung was an Operating Senior Vice President, served as the Chief Financial Officer of SumTotal and was the Chief Operating Officer of Vista Consulting Group.

Prior to joining Vista, Ms. Hung served as the Vice President of Portfolio Company Operations at Garnett & Helfrich Capital. Before her time with Garnett & Helfrich, Ms. Hung served as Chief Financial Officer at OSIsoft. Prior to OSIsoft, Ms. Hung worked at Goldman, Sachs & Co. and Alex. Brown & Sons.

Education

B.A. in Economics and Chinese Studies, Wellesley College,cum laude
M.P.P.M., Concentration in Finance, Yale School of Management

Ashley MacNeill

Managing Director, Head of Equity Capital Markets

Private Equity, Flagship

New York

Name Ashley MacNeill

Title Managing Director, Head of Equity Capital Markets

Division Private Equity, Flagship

Location New York

Ashley MacNeill joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. MacNeill spent 12 years at Morgan Stanley, where she most recently served as Co-Head of Technology Equity Capital Markets for the Americas and Managing Director. Before Morgan Stanley, she was an Associate Director at UBS Investment Bank in Canada. During her almost 20 years in Capital Markets and Investment Banking, Ms. MacNeill has led various teams and IPOs for some of the largest public technology companies, including Uber, SnapChat, Shopify, Warner Music and Datadog. She also worked on Vista IPOs for Datto and IAS as well as the original IPOs for Vista companies Mindbody and Pluralsight.

Education

HBA, BSEng in Mechanical Engineering and Business, Western University

Private Equity, Flagship

Austin

Name Martin Taylor

Title Managing Director and President of OneVista

Division Private Equity, Flagship

Location Austin

Martin Taylor joined Vista Equity Partners in 2006 and was the initial President of Vista Consulting Group. He sits on the Vista Flagship Funds’ Investment Committee and is responsible for driving the transformation and operational improvements of the Vista Flagship Funds’ portfolio companies through leveraging the Vista Best Practices and building platforms for their deployment. Additionally, Mr. Taylor serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Taylor is also active in portfolio executive development. He currently serves on the boards of Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF), Mindbody, NAVEX Global, Ping Identity (NYSE: PING), TripleLift and Vivid Seats (NASDAQ: SEAT). Mr. Taylor previously served on the boards of Mediaocean and Solera.

In addition, Mr. Taylor is the President of OneVista, responsible for leading the OneVista executive strategy across strategic clients, portfolio companies, partners and the external directors program.

Prior to joining Vista, Mr. Taylor spent over 13 years at Microsoft. His most recent role was Corporate Vice President of Windows Live and MSN. Mr. Taylor provided business leadership as well as product and marketing management for Windows Live services, MSN and the Microsoft Live platform. During his tenure at Microsoft, he managed corporate strategy, sales, product marketing and various segment focused teams in North America and Latin America. Mr. Taylor served as General Manager of Platform Strategy at Microsoft, where he was responsible for Windows Server System business strategy and competitive strategy efforts across the company. Mr. Taylor also served as Chief of Staff and Director of Business Strategy, working directly for Microsoft Chief Executive Officer Steve Ballmer, whom he assisted with strategic projects and long-term planning for the corporation.

Dirk Wakeham

Managing Director

Private Equity, Foundation

Name Dirk Wakeham

Title Managing Director

Division Private Equity, Foundation

Location

Dirk Wakeham joined Vista Equity Partners in 2021 and is currently a member of the private equity Foundation team. He currently sits on the boards of Critical Start and StarRez.

Prior to joining Vista, Mr. Wakeham held several leadership roles within the Vista portfolio, most recently as CEO of Zego (Powered by PayLease). Before Zego, Mr. Wakeham was President and COO of Kibo. Prior to that, he served as President and COO of Lanyon (now merged with Cvent). Mr. Wakeham previously led software companies, including roles as Interim CEO of storEDGE and President of RealPage, after it acquired the company Mr. Wakeham founded, LeasingDesk.

Education

B.S. in Business Administration and Accounting, California State University, Fullerton

BSc Honours in Computing and Operational Research, Leeds Beckett University

Christopher Johnson

Managing Director

OneVista

Austin

Name Christopher Johnson

Title Managing Director

Division OneVista

Location Austin

Christopher Johnson joined Vista Consulting Group in 2015. As Managing Director, OneVista, Mr. Johnson is responsible for operationalizing and scaling the OneVista strategy with infrastructure, processes and systems. Prior to his role in OneVista, Mr. Johnson led the Value Creation practice and was Head of Operations for VCG.

Prior to joining Vista, Mr. Johnson worked as a Principal at the Boston Consulting Group, where he led large, strategic transformation initiatives. Before his time with Boston Consulting Group, Mr. Johnson served in the U.S. Army and Operation Iraqi Freedom, where he earned distinction as an Airborne Ranger qualified Infantry Officer. During Operation Iraqi Freedom, Mr. Johnson commanded an infantry platoon during a 13-month deployment and directed multiple high intensity operations.

Education

B.S. in Applied Mathematics, United States Military Academy at West Point
M.B.A., Kellogg School of Management, Northwestern University

Nitin Suri

Executive Director

OneVista

Name Nitin Suri

Title Executive Director

Division OneVista

Location

Nitin Suri joined Vista Consulting Group in 2019 as Executive Director. As Executive Director for OneVista, he leads OneVista’s strategic client and partner relationships in the Asia-Pacific Japan region and is responsible for elevating relationships for Vista‘s portfolio companies. Mr. Suri also helps Vista’s portfolio expand in the fast-growing APJ region and works closely with the Office of the CEO on strategic projects in the region.

Prior to joining Vista, Mr. Suri was Director of Asia Pacific and Japan regions at Dell Technologies through the EMC acquisition. Mr. Suri has worked with leading fast-growing startups like DynamicOps( acquired by VMware) as well as established digital leaders like VMware and Oracle. He has worked across international regions including Asia-Pacific, Europe, the Middle East and Africa in various leadership roles.

Education

B.S. in Computer Science and Engineering, Indian Institute of Technology, Delhi
M.B.A., London Business School

Jennifer Harrigan

Strategic Client Management Officer

OneVista

New York

Name Jennifer Harrigan

Title Strategic Client Management Officer

Division OneVista

Location New York

B.A. in Government, Dartmouth College

Jack Dillon

Senior Vice President

Private Equity, Flagship

Chicago

Name Jack Dillon

Title Senior Vice President

Division Private Equity, Flagship

Location Chicago

Ms. Cash also serves on the board of Generation Hope, focused on surrounding motivated teen parents and their children with mentors, emotional support and financial resources needed to thrive in college and kindergarten, thereby driving a two-generation solution to poverty. In 2019, she launched Vista’s Women in Sales program and is the executive sponsor for Vista Pride, Vista’s LGBTQIA+ Employee Resource Group.

Education

B.B.A., University of Michigan, Ross School of Business

Elizabeth Knuppel

Operating Senior Vice President

Private Equity, Flagship

Name Elizabeth Knuppel

Title Operating Senior Vice President

Division Private Equity, Flagship

Location

Elizabeth Knuppel joined Vista Equity Partners in 2022 and is currently a member of the private equity Flagship team.

Prior to joining Vista, Ms. Knuppel was an Operating Partner at TCV, a technology-focused growth equity fund, where she drove operational improvements in portfolio companies impacting go-to-market, product strategy, talent and customer success. Before her time with TCV, Ms. Knuppel was Chief Human Resources Officer of Vertafore, a former Vista company, where she led the company’s strategic workforce initiatives. Prior to Vertafore, Ms. Knuppel held executive leadership roles at Ericsson, Alliance Data Systems and CEB.

Education

B.S. in Business Administration, University of Missouri-Columbia
M.B.A., Duke University

Lily Perez

Operating Senior Vice President

Private Equity, Flagship

Name Lily Perez

Title Operating Senior Vice President

Division Private Equity, Flagship

Location

Lily Perez joined Vista Equity Partners in 2017 and is currently a member of the private equity Flagship team. Prior to her current role, Ms. Perez was Managing Director in the Go-To-Market practice for Vista Consulting Group.

Prior to joining Vista, Ms. Perez served in a variety of leadership roles at CEB (now Gartner). Most recently, she served as Director of Corporate Strategy & Development where her team built a complimentary software/data analytics business via M&A and executed CEB’s exit to Gartner. Before CEB, Ms. Perez spent five years at McKinsey & Company, where she was part of the small team that launched and scaled the Social Sector Office. She also served as an independent consultant to the Board of the Bill and Melinda Gates Foundation to design and launch the Giving Pledge.

Ms. Perez is also the Co-Founder and Board Co-Chair of Generation Enterprise, a social mobility business accelerator operating in Nigeria.

Education

B.A. in Political Economy and Philosophy, Tulane University

M.A., International Commerce and Policy, George Mason University

Brian Loring

Senior Vice President

Private Equity, Foundation

Austin

Name Brian Loring

Title Senior Vice President

Division Private Equity, Foundation

Location Austin

Brian Loring joined Vista Equity Partners in 2011. Mr. Loring currently sits on the boards of AlertMedia, Khoros, Kibo and Sonatype, and works with the firm’s investment in Trintech. He was also actively involved in Vista’s investments in Lone Wolf, Mitratech, Naviga, PeopleAdmin, SumTotal and Zego.

Prior to joining Vista, Mr. Loring worked at Riverside Resources, a commercial real estate investment and development firm, focusing on acquisition/disposition and development of multi-family, retail and office properties.

Mr. Loring is a member of the State Bar of Texas.

Education

B.A. in Political Science, Emory University
J.D., Emory University School of Law, with honors
M.B.A., McCombs School of Business, University of Texas at Austin

Shivan Patel

Senior Vice President

Private Equity, Endeavor

Chicago

Name Shivan Patel

Title Senior Vice President

Division Private Equity, Endeavor

Location Chicago

Shivan Patel joined Vista Equity Partners in 2015 and is currently a member of the private equity Endeavor team. Mr. Patel currently serves on the boards of BigTime, mabl, RadarFirst and Tripleseat. He was also actively involved in the firm’s investments in Advanced, Granicus, Infoblox, Integral Ad Science (NASDAQ: IAS), Marketo, Numerator, Ping Identity (NYSE: PING) and Sovos Compliance.

Before joining Vista, Mr. Patel worked at Veritas Capital, where he focused on buyout investments of government services and technology-enabled companies. Prior to Veritas, Mr. Patel worked at Moelis & Company, where he advised clients on mergers, acquisitions and restructuring transactions in a variety of industry verticals including real estate, lodging and aerospace.

Education

B.S. in Finance and Accounting, Stern School of Business, New York University
M.B.A. in Management, The Wharton School, University of Pennsylvania

Nick Prickel

Senior Vice President

Private Equity, Flagship

San Francisco

Name Nick Prickel

Title Senior Vice President

Division Private Equity, Flagship

Location San Francisco

Education

B.S. in Finance and Accounting, Stern School of Business, New York University,magna cum laude

Dan Sullivan

Vice President

Private Equity, Foundation

Austin

Name Dan Sullivan

Title Vice President

Division Private Equity, Foundation

Location Austin

Dan Sullivan joined Vista Equity Partners in 2014 and is currently a member of the private equity Foundation team. Mr. Sullivan currently serves on the board of StarRez and works with the firm’s investments in Four Winds Interactive and Khoros. He previously worked with the firm’s investments in Aptean, Lone Wolf and RDC.

Education

Fei Lucas

Senior Associate

Private Equity

San Francisco

Name Fei Lucas

Title Senior Associate

Division Private Equity

Location San Francisco

Fei Lucas joined Vista Equity Partners in 2021 and is currently a member of the private equity Foundation team.

Prior to joining Vista, Ms. Lucas was a Vice President at The Riverside Company. While at Riverside, Ms. Lucas focused on middle-market buyouts of healthcare software companies. Before her time at Riverside, she worked at OMERS Private Equity where she focused on large-cap buyouts across a variety of industries. Prior to OMERS, Ms. Lucas worked at Citi, where she advised clients on mergers and acquisitions, equity and debt offerings and other strategic advisory initiatives.

Education

B.S. Economics, The Wharton School, University of Pennsylvania
M.B.A., Northwestern University, Kellogg School of Management

Ann Mathews-Pereira

Senior Associate

Private Equity

Austin

Name Ann Mathews-Pereira

Title Senior Associate

Division Private Equity

Location Austin

Ann Mathews-Pereira joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Mathews worked in the Technology, Media and Telecommunications (TMT) group at Goldman Sachs. Before working in TMT, Ms. Mathews worked in the Equity Derivatives Sales group at Goldman Sachs.

Education

B.A. in International Studies and Economics, Duke University

Associate

Private Equity

Austin

Name Tara Barabi

Title Associate

Division Private Equity

Location Austin

Tara Barabi joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Barabi worked as an analyst at Golden Gate Capital in the Consumer group.

Education

B.B.A. in Finance, University of Notre Dame

Phillip Barber

Associate

Private Equity

Austin

Name Phillip Barber

Title Associate

Division Private Equity

Location Austin

Phillip Barber joined Vista Equity Partners in 2021. Mr. Barber is actively involved with the firm’s investments in Sonatype, TIBCO and Tribute Technology.

Prior to joining Vista, Mr. Barber worked as an Investment Banking Analyst at Bank of America in the Mergers & Acquisitions group advising technology businesses.

Education

B.S. in Finance, Santa Clara University, summa cum laude

Rares Barbu

Associate

Private Equity

Chicago

Name Rares Barbu

Title Associate

Division Private Equity

Location Chicago

Rares Barbu joined Vista Equity Partners in 2019. Mr. Barbu currently works with the firm’s investments in BigTime, Bonterra and TripleLift. He was actively involved with the firm’s investments in iN2L, Lone Wolf Technologies, and Vena Solutions.

Prior to joining Vista, Mr. Barbu worked as a Consultant at Navigant Consulting Inc. in their Life Sciences division.

Education

B.Sc. in Biomedical Engineering, The University of Connecticut, summa cum laude

Meredith Breach

Kaylyn Kavi

Associate

Private Equity

Austin

Name Kaylyn Kavi

Title Associate

Division Private Equity

Location Austin

Kaylyn Kavi joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Kavi worked at Stella Point Capital, where she focused on buyout investments across business services, consumer and industrials. Prior to Stella Point, Ms. Kavi worked at Barclays, where she advised clients on mergers, acquisitions, equity and debt offerings, and other strategic advisory initiatives.

Education

B.S. in Finance and Global Business, Stern School of Business, New York University, cum laude

Broderick Kelley

Associate

Private Equity

Chicago

Name Broderick Kelley

Title Associate

Division Private Equity

Location Chicago

Broderick Kelley joined Vista Equity Partners in 2018. Mr. Kelley currently works with the firm’s investments in Advanced, Granicus, PowerFactors and Schoox. He was also actively involved in the firm’s investment in 7ParkData.

Prior to joining Vista, Mr. Kelley worked as a Consultant at Alvarez & Marsal.

Education

B.S. in Civil Engineering, University of Notre Dame, cum laude
M.B.A. in Corporate Finance, University of Notre Dame, cum laude

Austin

Name Jack Sheldon

Title Associate, Business Development

Division Private Equity, Endeavor

Location Austin

Jack Sheldon joined Vista Equity Partners in 2020. Mr. Sheldon focuses on business development and deal origination for the Endeavor Fund.

Prior to joining Vista, Mr. Sheldon was a Director at WeWork where he focused on providing flexible corporate real estate solutions to large enterprises. Before his time at WeWork, he was a Senior Account Executive at Bloomberg LP in the Financial Sales group.

Education

B.A. in Government, Franklin & Marshall College

Shivam Shirolawala

Associate, Business Development

Private Equity, Endeavor

Austin

Name Shivam Shirolawala

Title Associate, Business Development

Division Private Equity, Endeavor

Location Austin

Shivam Shirolawala joined Vista Equity Partners in 2021. Mr. Shirolawala focuses on business development and deal origination for the Endeavor Fund.

Prior to joining Vista, Mr. Shirolawala was a Senior Associate at Maine Pointe, a supply-chain focused consulting firm, where he led business development efforts for the private equity group. Prior to Maine Pointe, Mr. Shirolawala co-founded and successfully exited WeAreBD, an enterprise software provider focused on referral generation within financial services. Mr. Shirolawala started his career at MFS Capital Advisors, a boutique investment bank where he provided transactional advisory and capital raising services.

Education

B.S. in Finance with a concentration in Entrepreneurship, Rutgers University, cum laude

Eugene Williams

Associate, Business Development

Private Equity, Endeavor

Austin

Name Eugene Williams

Title Associate, Business Development

Division Private Equity, Endeavor

Location Austin

Eugene Williams joined Vista Equity Partners in 2020. Mr. Williams focuses on business development and deal origination for the Endeavor Fund.

Prior to joining Vista, Mr. Williams worked at Vertafore as an Enterprise Account Executive, advising insurance carriers and managing general agents on their software strategy. Prior to Vertafore, Mr. Williams worked at Western Union as a Treasury Trader, where he was responsible for managing global currency risk.

Education

B.A. in Economics, Pepperdine University

Katy Arkell

Analyst

Private Equity

Austin

Name Katy Arkell

Title Analyst

Division Private Equity

Location Austin

Katy Arkell joined Vista Equity Partners in 2020. Ms. Arkell currently works with the firm’s investments in NAVEX Global and SecureLink. She was actively involved in the firm’s investments in Gainsight, Jebbit, Olive and Power Factors.

Prior to joining Vista as an analyst, Ms. Arkell worked as an intern in Vista’s Private Equity group.

Education

B.A. in International Relations and Global Business, University of Southern California, magna cum laude

Jaden Baron

Analyst

Private Equity

Austin

Name Jaden Baron

Title Analyst

Division Private Equity

Prior to joining Vista, Mr. Lovely worked as an Investment Banking Summer Analyst at JP Morgan in New York in the Mergers and Acquisitions group.

Education

Nghi Van

Analyst

Private Equity

Chicago

Name Nghi Van

Title Analyst

Division Private Equity

Location Chicago

Nghi Van joined Vista Equity Partners in 2020.

Prior to joining Vista, Ms. Van was a High Yield Credit Research Associate at The Vanguard Group, where she covered Media & Telecom and Energy.

Education

B.Sc. in Business with a Finance and Global Business concentration, Leonard N. Stern School of Business, New York University, cum laude

Annie Zhao

Analyst

Private Equity

San Francisco

Name Annie Zhao

Title Analyst

Division Private Equity

Location San Francisco

Annie Zhao joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Zhao was an Investment Banking Summer Analyst at Goldman Sachs in the Technology, Media and Telecommunications (TMT) group. Before her time at Goldman Sachs, Ms. Zhao was a Research Assistant at Harvard Business School.

Education

A.B. in Economics and Psychology, Harvard College, magna cum laude

Tyler Kellner

Vice President

Permanent Capital

Chicago

Name Tyler Kellner

Title Vice President

Division Permanent Capital

Location Chicago

Tyler Kellner joined Vista Equity Partners in 2012 and is currently a member of the private equity Perennial team, the firm’s permanent capital investment fund. Mr. Kellner currently works with the firm’s investments in Accelya and Ellucian. He was actively involved in the firm’s investments in ComplySci, DealerSocket, EagleView, Forcepoint, Fusion Risk Management, Kazoo, SirsiDynix, Vivid Seats (NASDAQ: SEAT) and Websense.

Prior to joining Vista, Mr. Kellner worked in the Technology group at William Blair in Chicago. While at William Blair, Mr. Kellner advised clients in a variety of verticals including software, communications and infrastructure technologies. These projects included buy-side and sell-side transactions, public and private financings, and other strategic initiatives.

Education

B.S. in Finance, Wake Forest University,magna cum laude

Alan Schwartz

Chief Legal Officer

Legal & Compliance

Austin

Name Alan Schwartz

Title Chief Legal Officer

Division Legal & Compliance

Location Austin

Alan Schwartz joined Vista Equity Partners in January 2020 and is Chief Legal Officer for Vista Holdings Group. Mr. Schwartz sits on the board of Vista portfolio company iCIMS.

Prior to joining Vista, Mr. Schwartz served as Managing Director at First Reserve Corporation, where he served on the Board of Directors, handled complex legal and business issues, and was involved in the deployment of $25 billion of capital. Before his time at First Reserve Corporation, Mr. Schwartz worked at Simpson Thacher & Bartlett as a corporate partner focused on private equity.

Education

B.S. in Business Administration, University of New Hampshire
J.D., Fordham School of Law

Justin Hirsch

Managing Director, Strategy

Office of the CEO

Austin

Name Justin Hirsch

Title Managing Director, Strategy

Division Office of the CEO

Location Austin

Justin Hirsch joined Vista Equity Partners in 2016. In his role, Mr. Hirsch is involved in firm strategy, growth initiatives and other firm priorities, and serves as an ex-officio member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction.

Prior to Vista, Mr. Hirsch was a Vice President at Evercore, where he advised alternative asset managers on minority investments and other strategies to meet growth objectives. He was also a member of the financial sponsors group that focused coverage on technology assets. Mr. Hirsch began his career in the principal transaction group at Macquarie Capital.

Education

B.A. in Human Biology, Stanford University

Rebecca Hu

Managing Director

Office of the CEO

Name Rebecca Hu

Title Managing Director

Division Office of the CEO

Location

Rebecca Hu joined Vista Equity Partners in 2017 and focuses on the greater China region. She is responsible for Vista platform engagement including capital raising and portfolio company strategy execution with investors, partners and customers.

Prior to joining Vista, Ms. Hu worked as a department Deputy Head at China Life Insurance Company, where she helped to build out the firm’s outbound investment portfolio management business and focused on alternative offshore investments across a variety of funds. Ms. Hu worked for China Life Insurance Company for over a decade in a variety of roles, including as a Division Chief for Foreign Currency Asset Management.

Education

M.A. in Linguistics, B.A. in International Finance, and B.A. in British and American Literature, Nankai University

Brent Lanier

Managing Director, Chief Information Officer

Information & Technology

Austin

Name Brent Lanier

Title Managing Director, Chief Information Officer

Division Information & Technology

Location Austin

Stephen Seelbach joined Vista in 2014 and is Managing Director in the Office of the CEO. In his role, Mr. Seelbach leads Vista’s strategy in Asia, including investor-facing dialogue, portfolio company go-to-market activity and partnerships. He currently sits on the boards of Vista’s two joint ventures in Japan, NEC and Japan Cloud Computer, as well as Vista portfolio company Applause.

Ken Burke joined Vista in 2020 as Head of Compliance and Senior Counsel for Vista Credit Partners.

Prior to joining Vista, Mr. Burke served as Deputy Chief Compliance Officer at TPG Sixth Street Partners (“TSSP”) as well as Chief Compliance Officer for TSSP’s broker dealer and BDC affiliates. Before his time at TSSP, Mr. Burke was Chief Compliance Officer of Marble Arch Investments and an associate attorney in the Securities Enforcement practice group at Gibson, Dunn & Crutcher. Ken began his career at the SEC where he spent more than seven years in the SEC’s Office of Compliance, Inspections and Examinations. While at the SEC, Ken was seconded to the US Attorney’s Office for the Southern District of New York for 18 months to assist with various white collar criminal investigations. Mr. Burke is a member of the State Bars of New York and New Jersey.

Education

B.S. in Finance, State University of New York, New Paltz, cum laude
J.D., Fordham University School of Law, magna cum laude

Susie Choi

Vice President, Legal, M&A

Legal & Compliance

Name Susie Choi

Title Vice President, Legal, M&A

Division Legal & Compliance

Location

Susie Choi joined Vista Equity Partners in 2022 and is a Vice President of Legal, M&A.

Prior to joining Vista, Ms. Choi was a corporate associate at Gibson, Dunn & Crutcher, where her practice focused on mergers and acquisitions and other transactional matters. Before her time at Gibson Dunn, Ms. Choi worked for a number of years at Sullivan & Cromwell in New York. Ms. Choi is a member of the State Bars of New York and Texas.

Education

B.A. in Political Science, Stanford University
J.D., Stanford Law School

Kirk Hourdajian

Vice President

ESG

Oakland

Name Kirk Hourdajian

Title Vice President

Division ESG

Location Oakland

Kirk Hourdajian joined Vista Equity Partners in 2020. Mr. Hourdajian oversees Vista’s Environmental, Social and Governance (ESG) program, working with portfolio companies and deal teams to drive value creation initiatives that improve the environment, society and business.

Prior to joining Vista, Mr. Hourdajian was Senior Advisor at TPG, where he led sustainability initiatives that drove measurable business results and impact investment opportunities. Prior to TPG, Mr. Hourdajian was Director of Sustainable Business Solutions at PricewaterhouseCoopers, where he worked with leading corporations to help reduce costs and drive revenue through sustainability programs. Previously, Mr. Hourdajian worked for the Environmental Defense Fund where he built The Carlyle Group’s first sustainability efforts.

Mr. Hourdajian also sits on the board of the MIT Sloan School of Management Impact Investing Initiative.

Education

B.S. in Chemical Engineering, Columbia University
M.B.A., Massachusetts Institute of Technology

Vice President

Office of the CEO

Austin

Name Keith Shoates

Title Vice President

Division Office of the CEO

Location Austin

Keith Shoates joined Vista Equity Partners in 2018. Mr. Shoates is responsible for integrating strategic planning, operations, corporate communications and corporate initiatives in support of the firm’s Chairman and CEO, Robert F. Smith.

Prior to joining Vista, Mr. Shoates worked as a Director at Integrity Applications Incorporated (IAI), where he built the firm’s portfolio in Northern Virginia. His primary focus was delivery of enterprise information technology solutions for federal agencies of the U.S. government, with an emphasis on the Department of Defense and the Intelligence Community. Before joining IAI, Mr. Shoates served 24 years in the U.S. Air Force as an acquisition and project management specialist for information technology, satellite, communications, and command and control systems before retiring in 2011 at the rank of colonel.

Mr. Shoates is a member of the Information Technology (IT) Advisory Committee for the Northern Virginia Community College (NVCC). Composed of senior representatives of IT companies, this committee collaborates with NVCC to define curriculum and programs to develop an enduring pipeline of qualified IT professionals to meet the needs of IT companies within the greater Washington, D.C., metropolitan area. Mr. Shoates is the Founding Director and President of A View From Grace Foundation, which is dedicated to improving financial literacy, with an emphasis on continuous education, personal financial planning, debt reduction, and 529 College Savings Plans for individuals and families.

Education

Master of Military Operational Art and Science, Air University
M.B.A., Chapman University, Argyros School of Business & Economics
Master of Engineering in Electrical Engineering, Cornell University
B.S. in Electrical Engineering, Cornell University

Brooke Ferguson

Director

Marketing

Austin

Name Brooke Ferguson

Title Director

Division Marketing

Location Austin

Brooke Ferguson joined Vista Equity Partners in 2021 and is a Director.

Prior to joining Vista, Ms. Ferguson was Vice President of Marketing and Communications at Adams Street Partners, where she focused on internal and external communications and served as a member of Adams Street’s Editorial Board. Before her time with Adams Street, Ms. Ferguson was Vice President of Investor Relations at Citadel, where she prepared and distributed communications to global executives and investors. Prior to Citadel, Ms. Ferguson held multiple client-facing roles at Bernstein Global Wealth Management.

Education

B.A. in International Relations and French, Lake Forest College

Domini Floyd

Director, Business Applications

Information & Technology

Austin

Name Domini Floyd

Title Director, Business Applications

Division Information & Technology

Location Austin

Domini Floyd joined Vista Equity Partners in 2019. Ms. Floyd is responsible for overseeing business systems operations and strategy across all functions at Vista Equity Partners.

Prior to joining Vista, Ms. Floyd worked as the Director of IT at White Oak Global Advisors, where she served as the chief technical liaison for all application lifecycles, new platform procurement and vendor management. Before her time at White Oak Global Advisors, Ms. Floyd worked as a Consulting Manager at Strategic Growth, Inc., where she developed CRM implementation roadmaps for customers in the financial services, manufacturing and software industries. Prior to Strategic Growth, Inc., Ms. Floyd served in Sales Operations leadership roles at companies such as Siemens Industry and Citrix Systems, where she focused on CRM strategy, sales methodology efficiency and BI strategy.

Education

B.S. in Business Administration, University of Central Florida

Autumn Gloetzner

Director, Workplace Design and Construction

Human Resources

Name Autumn Gloetzner

Title Director, Workplace Design and Construction

Division Human Resources

Location

Autumn Gloetzner joined Vista Equity Partners in 2021. In her role, she oversees the design and construction for Vista’s real estate portfolio.

Prior to joining Vista, Ms. Gloetzner was a Workplace Leader at DLR Group, where she led and managed projects designing collaborative workspaces tailored to individual clients. While at DLR Group, she led the design of all six of Vista’s offices. Before DLR, Ms. Gloetzner was a Senior Designer at PDR, a design, architecture and consulting firm.

Education

B.Arch in Architecture, University of Houston, cum laude
B.S in Environmental Design, University of Houston, cum laude
Advanced Management, Executive Education, Jones Graduate School of Business, Rice University

Ashleigh Gorman

Director, Marketing Technology and Insights

Firm Operations & Administration

Austin

Name Ashleigh Gorman

Title Director, Marketing Technology and Insights

Division Firm Operations & Administration

Location Austin

Ashleigh Gorman joined Vista Equity Partners in 2016. Ms. Gorman is responsible for leading the firm’s marketing technology team and advancing marketing intelligence to advantage the firm’s sourcing and fundraising strategies.

Prior to joining Vista, Ms. Gorman served in Demand Generation leadership roles at SaaS enterprise software companies such as Invodo, Leaf Group and Pluck (acquired by Sprinklr), where she focused on martech platform implementations, marketing and sales methodology, digital UX strategy and marketing intelligence.

Education

B.A. in Business, Economics and Sociology, Hampshire College

Susan McCartin

IT Governance, Director

Information & Technology

Austin

Name Susan McCartin

Title IT Governance, Director

Division Information & Technology

Location Austin

Susan McCartin joined Vista Equity Partners in 2021 and is responsible for IT Governance.

Previously, Ms. McCartin was an IT Strategy Consultant at Vista. Prior to joining Vista, Ms. McCartin was Senior Manager of IT Transformation at BCG, where she implemented IT opportunities for business processes. Before BCG, Ms. McCartin was Director of the Program Management Office at Bain Capital.

Education

B.A. in Engineering and Environmental Studies, Dartmouth College
M.P.P. and M.U.P., Harvard Kennedy School

Ryan Montoya

Valuation, Director

Finance

Oakland

Name Ryan Montoya

Title Valuation, Director

Division Finance

Location Oakland

Ryan Montoya joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Montoya was a Director in the Credit Monitoring group at Golub Capital. Before Golub Capital, he spent over a decade at Valuation Research Corporation (VRC), where he held several positions, most recently as a Senior Vice President.

Education

B.A. in Economics, Pomona College

Director, Risk & Analytics, Head of Strategy

Credit

Name Stephanie Alger

Title Director, Risk & Analytics, Head of Strategy

Division Credit

Location

Stephanie Alger joined Vista Credit Partners in 2021.

Prior to joining Vista, Ms. Alger was Managing Director and Global Head of the Equity Derivatives and Financing Platform at Bank of America Merrill Lynch (now BofA Securities), where she was previously Managing Director and Head of Americas Equity Structuring. During her 16 year tenure at BofA, Ms. Alger held a variety of roles including in Leverage Finance, Portfolio Management and Global Portfolio Strategies with leadership roles in Risk, Stress Testing, Global Banking Data and Global Markets.

Education

B.S. in International Business and Finance, The University of South Carolina

Melissa Griffiths

Director, Operations and Portfolio Finance

Credit

New York

Name Melissa Griffiths

Title Director, Operations and Portfolio Finance

Division Credit

Location New York

Melissa Griffiths joined Vista Credit Partners in 2021.

Prior to joining Vista, Ms. Griffiths was Managing Director of Closing and Loan Operations at Anchorage Capital Group, with a focus on transaction management covering: special situations, corporate restructurings and trade claims. Before Anchorage, Ms. Griffiths worked at Citi in the Distressed Debt Closing group.

Education

B.A. in International Relations, University of Delaware

Alexander Hughes

Director

Credit

New York

Name Alexander Hughes

Title Director

Division Credit

Location New York

Brendan Renehan joined Vista Credit Partners in 2018. Mr. Renehan is responsible for the origination and evaluation of both private and public investments across Vista’s credit platform.

Prior to joining Vista, Mr. Renehan worked at Ares Management in the Direct Lending division for four years, most recently as a Senior Associate. While at Ares, Mr. Renehan underwrote and maintained credit facilities for corporate and sponsor-backed companies across a wide array of industries. In addition to his credit responsibilities, Mr. Renehan also assisted in strategic endeavors of the firm, including portfolio acquisitions and fundraising activities. Before his time with Ares Management, Mr. Renehan was an Analyst at Bank of America Merrill Lynch in the Leveraged Finance division.

Mr. Renehan is a board member of Rocket Lawyer and a board observer of AssureCare, Artsy, Certane and TCGPlayer.

Education

B.A. in Political Economy, Georgetown University

John Sette

Director, Head of Credit Trading

Credit

Name John Sette

Title Director, Head of Credit Trading

Division Credit

Location

John Sette joined Vista Credit Partners in October 2020 as Head of Credit Trading and is responsible for sourcing, evaluating and executing trades in syndicated credit and special situation opportunities.

Prior to joining Vista, Mr. Sette served as Managing Director in the trading team at Anchorage Capital Group, where he was responsible for sourcing, executing and managing investment ideas in distressed credit, equities and options. Before his time with Anchorage, Mr. Sette was a Research Assistant at Citigroup within the Real Estate Equity Research team.

Education

B.S. in Commerce, Finance Concentration, University of Virginia

Lendell Thompson

Director

Credit

Oakland

Name Lendell Thompson

Title Director

Division Credit

Location Oakland

Lendell Thompson joined Vista Credit Partners in 2017.

Prior to joining Vista, Mr. Thompson worked at Wells Fargo Capital Finance as Managing Director, where he managed a portfolio of senior secured loans for private and public software companies, managed customer relationships, structured and underwrote financings for leveraged buyouts, dividend recapitalizations, acquisitions and funding growth, and refinanced existing corporate debt. He also helped found Wells Fargo’s Technology Finance division and was a member of the division’s Credit Committee. Before his time with Wells Fargo, Mr. Thompson worked at the Federal Reserve Bank of New York, where he evaluated cross-border financial investment flows.

Education

B.A. in Economics, Columbia University
M.B.A., UCLA Anderson School of Management

New York

Name Dillon L. Cope

Title Associate

Division Credit

Location New York

Dillon L. Cope joined Vista Credit Partners in 2020.

Prior to joining Vista, Mr. Cope served as an Associate in the Debt Capital Markets group at Bank of America Merrill Lynch in Hong Kong, where he focused on Investment Grade and High Yield credit origination and syndication. Before his time in Hong Kong, Mr. Cope worked as an Analyst in the Global Risk Management group in New York.

Education

Kiran Rao

Chief Operating Officer, Value Creation

Consulting Group

San Francisco

Name Kiran Rao

Title Chief Operating Officer, Value Creation

Division Consulting Group

Location San Francisco

Kiran Rao joined Vista Consulting Group in 2021 and is Chief Operating Officer of Vista’s Value Creation Team.

Prior to joining Vista, Mr. Rao was an Operating Partner at TPG Capital, where he led the Technology Sector team. Mr. Rao has assumed operational roles and served on boards for over 10 TPG portfolio companies, including Digital.ai, WellSky, Everfi, Univision, Chobani and Cirque Du Soleil.

Before TPG, Mr. Rao was a consultant at McKinsey & Company, serving TMT and private equity clients. Prior to McKinsey, Mr. Rao worked at Cisco Systems, Accenture and Asera (a Kleiner Perkins software startup). He currently serves on the Board of Directors for the Cal Alumni Association at the University of California and is a member of the Order of the Golden Bear.

Education

B.S. in Electrical Engineering and Computer Science, University of California, Berkeley
M.B.A. in Management and Finance, Columbia Business School

Dionne Hosten

Managing Director, Talent

Consulting Group

Austin

Name Dionne Hosten

Title Managing Director, Talent

Division Consulting Group

Location Austin

Dionne Hosten joined Vista Consulting Group in 2021 and is Managing Director of Talent.

Prior to joining Vista, Ms. Hosten was a Partner at ghSmart, where she co-led the firm’s CEO Succession Practice and was a core member of the firm’s Management Committee. At ghSmart, she specialized in executive and organizational assessment, leadership coaching and development and advising and supporting boards on C-suite succession. Before ghSmart, Ms. Hosten was Vice President of Global Talent at Ralph Lauren. Prior to ghSMART and Ralph Lauren, Ms. Hosten was a Director at Spencer Stuart.

Education

B.S. in Engineering and Economics, University of Pennsylvania
M.B.A., Harvard Business School

Alan Kerr

Managing Director, Go-to-Market

Consulting Group

Austin

Name Alan Kerr

Title Managing Director, Go-to-Market

Division Consulting Group

Location Austin

Alan Kerr joined Vista Consulting Group in 2021 and is Managing Director of Go-To-Market.

Prior to joining Vista, Mr. Kerr was Chief Revenue Officer at Diebold Nixdorf and also Head of Software, where he led the strategy and execution of the Company’s software solutions, specifically its emerging leadership in digital banking and connected commerce. Before Diebold Nixdorf, Mr. Kerr held executive and leadership and several enterprise software companies, including Kofax, HPSoftware, Peregrine Systems, Ascential Software and Informix Software.

Doug Owens

Managing Director, Business Operations

Consulting Group

Austin

Name Doug Owens

Title Managing Director, Business Operations

Division Consulting Group

Location Austin

Doug Owens became Managing Director of Business Systems, Finance and Administration for Vista Consulting Group in 2021. Mr. Owens previously served as Senior Vice President of Operations at Vista Equity Partners and was a member of the private equity Flagship team, joining the firm in 2019.

Prior to rejoining Vista in 2019, Mr. Owens was CFO at PDI Software, where he was responsible for the finance, accounting and risk management aspects of the business. Before PDI, Mr. Owens was Managing Director and Program Director at Vista Consulting Group, where he led the Finance and Administration practice. Prior to Vista Consulting Group, Mr. Owens was Vice President and Divisional CFO at NCR Corporation, where he oversaw the company’s hospitality industry. Mr. Owens began his career as a Certified Public Accountant at EY.

Education

B.S. in Accounting, Bloomsburg University of Pennsylvania
M.B.A. in Finance, American University

Kevin Sofield

Managing Director

Capital Markets

Austin

Name Kevin Sofield

Title Managing Director

Division Capital Markets

Location Austin

Kevin Sofield joined Vista Equity Partners in 2013. Mr. Sofield is responsible for managing all portfolio company financing activities, from original buyout to recapitalization, and including acquisition and refinancing activities. Additionally, Mr. Sofield serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform.

Prior to joining Vista, Mr. Sofield spent over a decade in the Leveraged Finance group at Goldman, Sachs & Co., culminating in his role as Managing Director and Head of West Region Leveraged Finance. In this role, he advised corporate and sponsor clients on all manners of financing, including asset-based loans, traditional bank loans, institutional loans, high yield bonds and hybrid structures. Mr. Sofield began his career as an Officer in the United States Navy.

In addition to his work at Vista, Mr. Sofield serves as a Board Member of the Special Operations Warrior Foundation of Tampa, Florida.

Education

B.S. in Aerospace Engineering, United States Naval Academy, with Distinction
M.B.A., Robert H. Smith School of Business, University of Maryland

Clifford Chiu

Senior Advisor

Executive Committee

Austin

Name Clifford Chiu

Title Senior Advisor

Division Executive Committee

Location Austin

Clifford K. Chiu joined Vista Equity Partners in 2015 as a Senior Advisor to the Firm. Mr. Chiu also now serves as a Senior Advisor to Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Additionally, Mr. Chiu sits on the boards of Acquia, Allvue Systems, Apptio, Finastra, Fusion Risk Management, LogicMonitor, Securonix and TIBCO.

Outside of Vista, Mr. Chiu is a corporate director and private investment firm senior advisor, as well as a board or committee appointee to government bodies and non-governmental organizations in financial services, enterprise software, data and technology-enabled solutions, healthcare, education, social welfare and the arts located throughout the United States and Hong Kong.

Prior to joining Vista, he was a partner at Kohlberg Kravis Roberts & Co. (KKR) where he founded and led capital raising and investor relations for the Asia Pacific region. Mr. Chiu also serves as a senior advisor to Neuberger Berman Group (and member of NSBH) in Hong Kong, and is a public appointee on the Advisory Panel of Cyberport.hk. Additionally, Mr. Chiu is a member of the National Committee on United States-China Relations. He was appointed to the Policy Research Committee and then the Market Development Committee of the HK Financial Services Development Council (FSDC) from inception in 2013 until its January 2019 incorporation, as well as the Investment Committee of the West Kowloon Cultural District Authority from 2013 until his final term expired in December 2020.

With a career spanning four decades, Mr. Chiu previously served as a managing director and head of Asian institutional business at JP Morgan Asset Management, and as managing director and head of Hong Kong investment banking and before then co-head of Japan investment banking at Salomon Smith Barney/Citigroup and its predecessors based in New York, Hong Kong and Tokyo. He is a former director and audit committee member of Hsin Chong Construction Group (Hang Seng: 0404.HK), Cambium Learning Group (Nasdaq: ABCD), where he chaired the special independent committee associated with its December 2018 acquisition, the Regulatory Data Corp. until its sale to Moody’s Corp. in January 2020, Infoblox, Inc. until its investment by Warburg Pincus in December 2020, and Ping Identity Inc. (NYSE: PING). Additionally, Mr. Chiu served as a director of the Hong Kong Hospital Authority’s United Christian Hospital and Tseung Kwan O Hospital for over a decade, and as treasurer of the New York City Mission Society.

Mr. Chiu is a director or trustee of the Seton Fund, Greater Austin Asian Chamber of Commerce, Health Alliance for Austin Musicians (HAAM) and St. James Settlement. A lifelong champion of education and healthcare, Mr. Chiu has served on the global advisory boards of the Weingarten Learning Resources Center at the University of Pennsylvania and of the University of Chicago Booth School of Business where in 2015 he was appointed the first “distinguished executive-in-residence” at its Hong Kong campus. Through the Clinton Global Initiative, Mr. Chiu launched a 2015 commitment to action, “K-12 Learning Through Global Connectivity” in language arts and STEM skills. Mr. Chiu also endowed annual scholarships at his alma maters Chicago Booth and the University of Pennsylvania as well as the Hong Kong University Medical School, Pomona College, and the Tuck School of Business at Dartmouth, for which collectively Mr. Chiu is credited for mentoring hundreds of students and alumni. Additional community partnerships for Mr. Chiu include Dell Seton and Ascension Seton Medical Centers in student mental health and underinsured COVID-19 pandemic patients. In 2020, Mr. Chiu’s first-ever OpEd entitled “We Must Denounce Hate Against Asian-Americans” was published in the Austin American-Statesman, which inspired the City of Austin, Texas’ Proclamation of October 1st as Asian American/Pacific Islander Community Day.

Education

B.S. in Economics, University of Pennsylvania, Wharton School of Business
M.B.A., University of Chicago Booth School of Business

Viet Nguyen

Managing Director

Capital & Partner Solutions

New York

Name Viet Nguyen

Title Managing Director

Division Capital & Partner Solutions

Location New York

Viet Nguyen joined Vista Equity Partners in 2020. Mr. Nguyen leads Vista’s investor engagement and development efforts in the Middle East and Latin America.

Prior to joining Vista, Mr. Nguyen served as Managing Director at Riverstone Holdings, where he focused on capital raising initiatives and led coverage of the firm’s sovereign wealth fund and international investor relationships. Before his time at Riverstone Holdings, Mr. Nguyen worked at Wendel North America, where he was a founding member of the investment team. Prior to Wendel North America, Mr. Nguyen worked at Advent International on the private equity investment team and started his career in investment banking at Goldman Sachs.

Mr. Nguyen serves on the Board of STREETS International, a non-profit organization founded to provide culinary and hospitality education for disadvantaged youth in Vietnam.

Education

B.S. in Finance and Accounting, Stern School of Business, New York University

Christine Pastore

Managing Director

Capital & Partner Solutions

Name Christine Pastore

Title Managing Director

Division Capital & Partner Solutions

Location

Christine Pastore joined Vista Equity Partners in 2013. Ms. Pastore is responsible for large, strategic relationships across the Vista platform.

Prior to joining Vista, Ms. Pastore spent over seven years as the Co-Head of Alternative Investments and Head of Private Equity for the New Jersey Division of Investment (NJDOI), a pension plan with over $70 billion in assets. While at NJDOI, she was responsible for directing the alternative investments program, valued at over $16 billion. In her last two years as the Co-Head of Alternatives, Ms. Pastore created one of the largest opportunistic strategic separate accounts within the public pension plan community. During her first five years, Ms. Pastore built New Jersey’s newly created private equity program, where she was responsible for devising the annual investment plan, sourcing, due-diligence, contract negotiations and monitoring of the portfolio. Ms. Pastore served on more than 25 advisory boards while at NJDOI. Prior to that, Ms. Pastore served for over 15 years as a legislative staff member, and in her last role, held the post of Deputy Budget Director for the New Jersey General Assembly.

Education

B.S. Business Administration, Finance, Rider University
M.B.A., Concentration Finance, Rider University

Jeff Russell

Managing Director

Capital & Partner Solutions

New York

Name Jeff Russell

Title Managing Director

Division Capital & Partner Solutions

Location New York

Jeff Russell joined Vista Equity Partners in 2018. Mr. Russell is responsible for leading Vista’s Capital & Partner Solutions engagement and client development efforts throughout Canada and the Northeast United States.

Prior to joining Vista, Mr. Russell spent 11 years at The Park Hill Group as a Principal, where he was responsible for the distribution of private markets products in New York and for the project management of European capital-raising mandates in London. Before his time with Park Hill, Mr. Russell was an Equity Research Associate at Credit Suisse First Boston in London and Madrid, where he covered Pan-European Financial Institutions, Asset Managers and Spanish Banks.

Education

H.B.A. in Business Administration, University of Western Ontario

Pat Cronin

Senior Vice President

Capital & Partner Solutions

San Francisco

Name Pat Cronin

Title Senior Vice President

Division Capital & Partner Solutions

Location San Francisco

Pat Cronin joined Vista Equity Partners in 2018 and is a Senior Vice President. Mr. Cronin is responsible for all capital formation and investor services for Vista’s capital campaigns across investment strategies.

Prior to joining Vista, Mr. Cronin worked as a Principal at Brooklands Capital Strategies, where he was responsible for distribution, origination and project management for the firm’s credit and special situations mandates. Before his time with Brooklands Capital Strategies, Mr. Cronin worked as a Vice President at Blackstone, where he managed limited partner relationships and was responsible for strategic initiatives and new product development.

Education

B.A. in Economics and African-American & African Studies, University of Virginia, Jefferson Scholar

Capital & Partner Solutions

Austin

Name Drew Tate

Title Senior Vice President

Division Capital & Partner Solutions

Location Austin

Drew Tate joined Vista Equity Partners in 2009. Mr. Tate is responsible for working with Vista’s investor base on co-investment and direct investment opportunities across investment platforms.

Mr. Tate was previously a member of Vista’s Flagship Fund and Foundation Fund teams. He was actively involved in the firm’s investments in Advicent, Aptean, Bonterra, Finastra, Four Winds Interactive, NAVEX Global, P2 Energy Solutions, Solera, Stats Perform, Sunquest Information Systems, The ACTIVE Network, Vivid Seats and Zywave.

Prior to joining Vista, Mr. Tate worked in the Business Services & Technology group at Baird in Chicago. While at Baird, Mr. Tate advised clients in verticals including software, communications, IT services and human capital services, among others. These projects included mergers, acquisitions, divestitures, public and private equity financings, and other advisory activities.

Education

B.S. in Business Administration, Concentration in Finance, University of Colorado Boulder, with high distinction

Dawan Koo

Vice President

Capital & Partner Solutions

Name Dawan Koo

Title Vice President

Division Capital & Partner Solutions

Location

Dawan Koo joined Vista Equity Partners in 2021. Mr. Koo focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout Asia.

Prior to joining Vista, Mr. Koo was Director of Business Development and Investor Relations at Värde Partners, where he focused on relationship-building and capital-raising initiatives across East Asia. Before his time at Värde, Mr. Koo worked at HarbourVest Partners in Hong Kong as an Investment Associate. Prior to HarbourVest, he worked at Credit Suisse as an Analyst and at AB Bernstein as an Assistant Vice President.

Education

Education
B.S. in Applied Economics and Management, Cornell University, magna cum laude

Tom McCabe

Vice President

Capital & Partner Solutions

New York

Name Tom McCabe

Title Vice President

Division Capital & Partner Solutions

Location New York

Tom McCabe joined Vista Equity Partners in 2021 and is a Vice President. Mr. McCabe contributes to the project management of Vista’s capital campaigns across investment strategies.

Prior to joining Vista, Mr. McCabe was an Associate on the Investor Relations and Business Development team at CVC in London and New York, where he worked on capital raising, investor relations and strategy. Prior to CVC, Mr. McCabe was an Analyst on the Equities Electronic Trading team at Credit Suisse in London.

Education

B.A. in History, University of Warwick
M.Sc. in Management, Warwick Business School

Juliet Zawedde

Vice President

Capital & Partner Solutions

New York

Name Juliet Zawedde

Title Vice President

Division Capital & Partner Solutions

Location New York

Juliet Zawedde joined Vista Equity Partners in 2021. Ms. Zawedde focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout Canada and the Northeast Region of the United States.

Prior to joining Vista, Ms. Zawedde served as a Principal and Growth Equity Product Specialist at KKR, where she was responsible for leading capital raising efforts across the firm’s Growth Equity and Global Impact strategies. Before her time at KKR, Ms. Zawedde was an Assistant Vice President in the Hedge Fund Origination Sales Group at Barclays, where she focused on acquiring and increasing market share with the firm’s hedge fund clients.

Outside of her work at Vista, Ms. Zawedde serves on the Junior Leadership Board of Sponsors for Educational Opportunity (SEO).

Education

B.A. in Economics, Boston College
M.B.A, The Wharton School, University of Pennsylvania

Hannah Dolgin

Senior Associate

Capital & Partner Solutions

New York

Name Hannah Dolgin

Title Senior Associate

Division Capital & Partner Solutions

Location New York

Hannah Dolgin joined Vista Equity Partners in 2021.

Prior to joining Vista, Ms. Dolgin worked as an Investment Banking and Growth Equity Associate at the Raine Group. Before her time with Raine, Ms. Dolgin worked as a Product Development and Investor Relations Associate at SECOR Asset Management. Prior to SECOR, Ms. Dolgin worked at J.P. Morgan Asset Management as an Alternative Capital Markets Analyst developing investment solutions for clients in hedge funds, private equity and private real estate offerings.

Education

B.S. in Business Administration and Management, Cornell University
M.B.A., Columbia Business School

Associate

Capital & Partner Solutions

New York

Name Caroline Trant

Title Associate

Division Capital & Partner Solutions

Location New York

Caroline Trant joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Trant spent 4 years at J.P. Morgan, most recently as a Private Investments Associate. Previously, Ms. Trant was a Private Investments Analyst and Private Banking Analyst at J.P. Morgan.

Education

B.S. in Finance, Kelley School of Business, Indiana University, with honors

Florina Yang

Associate

Capital & Partner Solutions

New York

Name Florina Yang

Title Associate

Division Capital & Partner Solutions

Location New York

Florina Yang joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Yang was an Investor Relations and Product Management Associate at Ares Management. Before Ares, she was an Investment Banking Analyst at Citi.

Education

B.A. in Economics, University of Chicago

Location Austin

Education

B.A. in Human Biology, Stanford University

FAQs

Is Vista Equity Partners a good company to work for? ›

Is Vista Equity Partners a good company to work for? Vista Equity Partners has an overall rating of 3.6 out of 5, based on over 62 reviews left anonymously by employees. 54% of employees would recommend working at Vista Equity Partners to a friend and 49% have a positive outlook for the business.

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How many companies does Vista Equity Partners own? ›

Our private equity and permanent capital portfolio includes more than 85 enterprise software, data and technology-enabled companies that serve over 300 million users and employ more than 90,000 team members around the world.

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Does Vista Equity Partners pay well? ›

Average Vista Equity Partners hourly pay ranges from approximately $10.95 per hour for Receptionist to $17.32 per hour for Office Coordinator. The average Vista Equity Partners salary ranges from approximately $75,000 per year for IT Support to $278,906 per year for Counsel.

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Is Vista a hedge fund? ›

Founded in 2014 by João Eduardo Lopes and João Landau, Vista Capital (Vista) is a hedge fund management firm headquartered in Brazil.

How much is Robert F Smith worth? ›

8 billion USD (2022)

Robert F. Smith / Net worth

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What is Vista equity worth? ›

Real Time Net Worth

It focuses exclusively on investing in software companies. With $96 billion in assets, Vista is one of the best-performing private equity firms, posting annualized returns of 22% since inception.

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How did billionaire Robert Smith make his money? ›

This was the job that led Smith to the world of enterprise software. In 2000, he struck out on his own after Robert Brockman, a Texan who made a fortune off automotive software, offered to stake his first private equity fund. Brockman ultimately ponied up $1 billion for the fund.

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Who bought Mindbody? ›

At the time of the acquisition, Rick Stollmeyer, co-founder and executive board member of Mindbody, expressed enthusiasm for the next stage that Mindbody would be entering with Vista. “Seventeen years ago, we set out on a journey to leverage technology to improve the health and wellness of the world.

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What is a Vista portfolio company? ›

Vista Equity Partners private equity portfolio companies create industry-leading solutions across the software, data, and technology ecosystem – and they each have unique brands and missions.

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How large is KKR? ›

KKR took over the top spot as the top private equity firm in the world in 2022. As of the end of June, KKR has $491 billion in assets under management, or AUM, and holds a total of 121 companies in its private equity funds. Those companies generate a total of about $223 billion in annual revenues.

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Is Vista Equity public? ›

For many years, Vista Equity has run an internal public equity portfolio, where it builds toehold positions in publicly-traded software and technology companies it finds intriguing. With 406,975 Stamps.com shares according to data provider Sentieo, the company was Vista's largest public toehold position.

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Who owns apptio? ›

Bellevue, WA, January 10, 2019 – Apptio, Inc., software that fuels the digital transformation, today announced that it has been acquired by Vista Equity Partners (“Vista”), a leading investment firm focused on software, data and technology-enabled businesses.

What is permanent capital? ›

Permanent capital—investment funds that do not have to be returned to investors on a timetable, or at all—is, according to some, the “holy grail” of private investing.

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When was Vista equity founded? ›

In 2000, Mr. Smith founded Vista Equity Partners to invest in businesses that develop and use technology, software and data to promote economic equity, ecological responsibility and diversity and inclusion for the prosperity of all.

What do private equity firms do? ›

Private equity firms invest the money they collect on behalf of the fund's investors, usually by taking controlling stakes in companies. The private equity firm then works with company executives to make the businesses — called portfolio companies — more valuable so they can sell them later at a profit.

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Who is the richest black investor? ›

For the eleventh time in a row, Aliko Dangote (b. 1957) has been named the richest man in Africa in 2022, with an estimated net worth of around $13 billion. 1 He is also the richest black man in the world.

How much is Kanye West worth? ›

2 billion USD (2022)

Ye / Net worth

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How much is Oprah Winfrey worth? ›

Oprah Winfrey is a beloved American icon and billionaire reportedly worth $2.6 billion as of mid-2022.

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How much of Vista does Robert Smith own? ›

Smith is calculated to own about 50% of closely held Vista Equity Partners, according to a March 2021 Form ADV filed with the US Securities and Exchange Commission. Vista had $93 billion of assets under management according to a June 2022 report.

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Who founded Vista equity? ›

Vista Equity Partners (Vista) is a leading global investment firm founded by Robert F. Smith. The firm invests in enterprise software, data and technology-enabled companies across private equity, permanent capital, credit and public equity strategies.

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Is Robert Smith going to buy the Broncos? ›

Robert F. Smith, worth an estimated $6.7 billion, might also be interested. Front Office Sports reported in January that Smith was a candidate to bid for the team, but KUSA-TV's Mike Klis later reported that Smith “is not a potential buyer and is not planning on purchasing the Broncos.”

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Who is richest man in the world? ›

2017. On the 30th anniversary of the Forbes list of the world's billionaires, for the fourth year in a row, Bill Gates was named the richest man in the world. In 2017, there was a record of 2,043 people on the list, which is the first time over 2,000 people were listed.

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How can I be a billionaire? ›

Simply stated, a billionaire is a person who has a net worth of $1 billion or more. In other words, if you can sell all of your assets for cash, pay off your debts, and have $1 billion remaining in the bank afterward, you are a billionaire.

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What is Elon Musk net worth today? ›

247.9 billion USD (2022)

Elon Musk / Net worth

What happened Mindbody? ›

Mindbody, a software company that provides technology platforms for fitness and wellness studios, is being acquired by a private-equity firm and going private after three years as a public company, it announced Monday. Vista Equity Partners will acquire all of the company's stock for $1.9 billion.

How much did Mindbody buy ClassPass for? ›

Mindbody, a B2B discovery and booking engine for boutique fitness providers, agreed to buy ClassPass, a monthly subscription service for fitness classes.

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How many businesses use Mindbody? ›

Founded in 2000, MINDBODY was one of the earliest pioneers in the space, and is now used by more than 50,000 businesses.

Does Vista own Gainsight? ›

Vista Equity Partners hasn't been shy about scooping up enterprise companies over the years, and today it added to a growing portfolio with its purchase of Gainsight.

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Who owns ComplySci? ›

The investment in ComplySci comes from Vista's Endeavor Fund, which is focused on emerging, high growth companies with mission-critical enterprise software and data solutions seeking to expand their innovation and impact in the markets they serve.

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Who owns Solera Holdings? ›

Solera is majority-owned by software-focused private-equity firm Vista Equity Partners, which took the company private in an approximately $6.5 billion deal in 2016.

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Who is the biggest private equity firm? ›

1. Thoma Bravo. Thoma Bravo is a leading software investment firm with over $114 billion in assets under management as of March 31, 2022.

Who is the biggest investment firm? ›

BlackRock is the largest investment firm in the world. ...
With $7.2 trillion in total AUM as of Jan. ...
Fidelity Investments earned its name in the brokerage and mutual fund provider spaces. ...
State Street manages $3.9 trillion in assets as of June 30, 2021.

More items...

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What's the biggest hedge fund? ›

Bridgewater is the world's largest hedge fund, with about $150 billion in capital. Since its founding in 1975, Bridgewater has returned $52.2 billion in gains to its investors – more than any other hedge fund on the planet. Like Renaissance, Bridgewater is another firm with a strong, iconic founder: Ray Dalio.

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What is the difference between equity and private equity? ›

To go back to first principles, equity is a stake of a company's value. Public equity is a share in a company that is publicly traded on a stock exchange. Private equity is a stake in any company that is not publicly traded.

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What is an equity partner? ›

A partner who enjoys full partnership rights, including the right to participate in the profits and losses of the partnership and vote on all partnership matters.

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What is a public equity firm? ›

What Is Public Equity? Public equity meaning essentially refers to shares or ownership of a public company, i.e., a company that is listed on a public stock exchange like the BSE or NYSE. When a company goes public it essentially allows the public to buy ownership rights in their business.

Who are apptio's competitors? ›

Competitors and Alternatives to Apptio Cloudability

Azure Management Tools.
Morpheus.
CloudHealth.
IBM Turbonomic Application Resource Management.
Flexera Cloud Management Platform.
ServiceNow IT Operations Management.
Platform9 Managed Kubernetes.
Workload Optimization Manager.

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Is apptio product based company? ›

Apptio is the independent software-as-a-service leader in technology business management (TBM), a new category and discipline backed by global IT leaders that helps you understand the cost, quality, and value of the services you provide.

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How does permanent capital work? ›

A permanent capital vehicle, also known as PCV, is a type of investment where capital available or permanent capital is managed for an unlimited period of time. Unlike a limited-life private investment fund, which takes a term of 10 years before the liquidation, PCVs can go past 15 years with some periodic extensions.

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What is a private placement annuity? ›

Private placement life insurance and variable annuities, also known as PPLI and PPVA, are variable insurance contracts that allow purchasers to direct the premiums they put in into a number of investment options. It includes things like alternative investments.

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Do insurance companies invest in private equity? ›

More than 40% of insurers plan to increase their investments in private equity in the next 12 months to boost returns, according to the survey of 328 executives overseeing more than $13 trillion in insurance assets.

Who owns apptio? ›

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Who owns Solera Holdings? ›

Solera is majority-owned by software-focused private-equity firm Vista Equity Partners, which took the company private in an approximately $6.5 billion deal in 2016.

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Who bought Mindbody? ›

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Who owns Finastra? ›

Misys International Limited

Finastra / Parent organization

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Who are apptio's competitors? ›

Competitors and Alternatives to Apptio Cloudability

Azure Management Tools.
Morpheus.
CloudHealth.
IBM Turbonomic Application Resource Management.
Flexera Cloud Management Platform.
ServiceNow IT Operations Management.
Platform9 Managed Kubernetes.
Workload Optimization Manager.

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How much is apptio worth? ›

On November 11, 2018, it was announced that Apptio would be acquired by the private equity firm Vista Equity Partners for $1.9 billion.

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Is apptio product based company? ›

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Did omnitracs get sold? ›

Westlake, TX – Solera Holdings, Inc. announced on Monday it will acquire transportation technology giant Omnitracs.

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Why did Solera go private? ›

Solera went private because shareholders weren't patient enough for a long-term strategy focused on innovation and “content,” CEO Tony Aquila said in new “Bloomberg Markets” footage posted this week.

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Who bought omnitracs? ›

Westlake, TX, June [7], 2021 – Solera Holdings, Inc. (“Solera”) announced that it has completed its acquisitions of Omnitracs, DealerSocket and eDriving.

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What happened Mindbody? ›

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How much did Mindbody buy ClassPass for? ›

Mindbody, a B2B discovery and booking engine for boutique fitness providers, agreed to buy ClassPass, a monthly subscription service for fitness classes.

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How many businesses use Mindbody? ›

Founded in 2000, MINDBODY was one of the earliest pioneers in the space, and is now used by more than 50,000 businesses.

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Who are Finastra's competitors? ›

Finastra's competitors

Finastra.
Q2 Software.
Fiserv.
FIS.
Temenos.

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What is difference between core banking and retail banking? ›

Retail banking refers to the division of a bank that deals directly with retail customers while corporate banking is the part of the banking industry that deals with corporate customers. Retail banking is the visible face of banking to the general public, with bank branches located in abundance in most major cities.

What's a fintech company? ›

The term “fintech company” describes any business that uses technology to modify, enhance, or automate financial services for businesses or consumers.

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