Members on the Move
A look at middle-market career moves and promotions at DHG, Grant Thornton, CenterOak Partners and more.
This story originally appeared in the September/October 2020 print edition of Middle Market Growth magazine. Read the full issue in the archive.
Dixon Hughes Goodman LLP, a top 20 U.S. public accounting and advisory firm, announced that MARK T. MILLER has joined DHG as a principal in the firm’s Private Equity practice. Miller helps DHG’s clients assess financial performance and coordinate operational restructuring services that stabilize distressed organizations and drive enhanced liquidity in tight markets. He brings more than 25 years of experience assisting private equity-held and middle-market companies with performance improvement. Prior to joining DHG, Mark held chief operating officer roles at a number of organizations.
Grant Thornton LLP, an audit, tax and advisory firm, has named CARLOS FERREIRA as the firm’s national managing partner for private equity. Ferreira will lead the strategic direction for a range of private equity services designed to generate value across the investment life cycle. Additionally, he will serve on Grant Thornton’s national leadership team and will retain his role as the global co-leader for Transaction Advisory Services at Grant Thornton International Ltd. As a Transaction Advisory partner, Ferreira previously led the Advisory Services practice for Grant Thornton’s metro New York and New England market territory.
CenterOak Partners LLC, a private equity firm based in Dallas, announced that LUCAS CUTLER (top photo) and JASON SUTHERLAND (bottom photo) were promoted from partner to managing partner, joining CenterOak’s CEO and founder, Randall Fojtasek. Cutler and Sutherland both serve on CenterOak’s investment committee and on the board of directors of several of the firm’s portfolio companies. Prior to joining CenterOak, Cutler and Sutherland both held senior investment positions at Brazos Private Equity Partners.
TSG Consumer Partners, a private equity firm focused exclusively on the branded consumer and retail sectors, announced that it has promoted ERIK JOHNSON (top photo) and ED WONG (bottom photo) to managing director. Johnson joined TSG in 2011 and is involved with new investment opportunities, as well as leading the firm’s environmental, social and governance strategy. Prior to joining TSG, Johnson was an investment banker at Sawaya Partners. Wong has been a part of TSG since 2011 and is involved in the evaluation and execution of new investment opportunities, as well as overseeing companies within TSG’s portfolio. Before joining TSG, he was with Falconhead Capital. Johnson and Wong are both based in New York.
CenterOak Partners announced that it has promoted CARRIE HAMILTON (pictured), ERIC HOLTER and BLAKE RICHARDSON from vice president to principal. Hamilton supports the firm’s business development activities and investor relations functions. Holter and Richardson both support the firm’s evaluation, execution and monitoring of investment opportunities. CenterOak has also promoted MARK IZLAR from associate to senior associate. In his role, Izlar supports the firm’s investment and monitoring activities.
Northcreek Mezzanine, a provider of mezzanine debt and equity for lower middle-market companies, announced the addition of three investment professionals to its team. BRIAN BAIRD (pictured) joined Northcreek as a senior associate responsible for deal origination, deal execution, underwriting and portfolio management. AARON OSWALD and NIC RUSCELLO both joined as analysts, responsible for financial modeling, due diligence, portfolio management and industry research.
DAVID DARRAGH has joined LongueVue Capital, a private equity firm based in New Orleans, as an operating partner to support LongueVue’s food and beverage investment strategy. Darragh has more than three decades of experience as a senior executive accelerating the growth and profitability of branded product portfolios, contract manufacturing business lines and private label operations. He most recently served as president and CEO of Reily Foods Company in New Orleans.
ROD STEVENS has joined Seattle-based corporate advisory firm Revitalization Partners as a senior director. During his nearly 40-year career, Stevens has successfully turned around complex commercial real estate projects on behalf of high net worth individuals, financial institutions, development firms and municipalities. Stevens previously served as vice president of Wyse Investments in Portland, where he negotiated and invested capital on behalf of individuals and the pension funds of a number of regional firms.
HKW, a middle-market private equity firm, announced that DANIEL KIM has joined the firm as partner. Kim joins Jeff Bistrong, hired by HKW in April, in spearheading the firm’s expanding focus in the technology sector. Over the course of his career, Kim has built an extensive track record investing in high-growth technology companies. Prior to joining HKW, he was co-founder and former partner at Bregal Sagemount, a New York-based growth capital investment firm.
WilliamsMarston, an accounting advisory and management consulting firm focused on serving public, private equity-backed and pre-IPO companies, announced that MARK LAMONTE has joined the firm as a managing director. He brings extensive accounting, finance and capital markets experience and will serve as a resource to clients and WilliamsMarston’s teams as the firm expands its capabilities and geographic footprint. LaMonte previously worked at Moody’s Investors Service as a managing director in the Credit Strategy and Standards Group.
Accounting, tax and consulting firm Plante Moran announced it has promoted TED MORGAN (top photo) to partner. In the Strategy and Operations Management Consulting practice, Morgan provides commercial due diligence, market analysis and strategic growth and planning services. Plante Moran has also promoted MIKE ABRAMO (bottom photo) to partner. In the Audit practice, Abramo provides assurance and transaction advisory services. Both Morgan and Abramo focus on clients in the manufacturing, distribution and service industries. In addition, each has leadership roles in Plante Moran’s Private Equity, Manufacturing and Distribution industry groups. Morgan and Abramo are based in Plante Moran’s Southfield, Michigan, and Columbus, Ohio, offices, respectively.
MATT HALLGREN has joined Erie Street as chief financial officer, overseeing the financial operations for Erie Street, a Chicago-based advisory firm focused on strategic and operational growth, and Performance Improvement Partners, an Erie Street company. Hallgren’s responsibilities include accounting, financial planning and analysis, internal controls and investor relations, and he will design and develop both firms’ M&A strategies. He also supports the evaluation and strategic integration of acquisitions for Erie Street and its partner companies. Prior to joining Erie Street, Hallgren served as chief financial officer of private equity firm Glencoe Capital.
Performance Improvement Partners (PIP), an IT consulting firm owned by Erie Street, announced that PATRICK DONEGAN has joined as executive vice president of growth and client services. In his role, Donegan is responsible for designing and developing an integrated growth strategy by deepening and expanding client relationships and innovating the value of PIP’s offering, while also expanding the firm’s client services team. Donegan joins from Gerson Lehrman Group, where he was managing director and head of Americas financial services.
Performance Improvement Partners also welcomed BILL McCROSSAN and KARA LANDON, who joined the firm as vice presidents of client services. McCrossan, who will focus on the West Coast market, is responsible for developing and executing the firm’s growth efforts by expanding and deepening strategic client relationships in the West, with a focus on the Bay Area. Prior to joining PIP, he served as head of private equity and corporate business development at M Science, a Jefferies Financial Group company. Landon, who will focus on the East Coast market, is responsible for driving the firm’s growth efforts with a focus on the New York, Boston and Connecticut markets, while also fostering and supporting the growth of PIP’s East Coast client services team. She most recently served as director of business development at Efficio, a procurement consultancy.