BV Investment Partners’ team is comprised of 19 investment professionals. The senior investment team, the majority of who have worked together for over 16 years, has complementary management, operations, and finance skills, as well as deep industry expertise.
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Principal
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Senior Associate
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Managing Director
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Senior Associate
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Principal
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Executive Assistant
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Principal
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Vice President, Information Technology and Security
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Senior Associate
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President and Chief Operating Officer
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Vice President
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Executive Assistant
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Executive Assistant
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Associate
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Associate
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Vice President
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Administrative Assistant
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Managing Director
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Accounting Manager
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Managing Partner
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Operating Advisor
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Senior Vice President, Controller
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Managing Director, CFO and CCO
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Operating Partner
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Managing Partner
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Managing Director
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Associate
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Senior Associate
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Senior Associate
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Managing Director
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Senior Associate
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Vice President
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Controller
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Associate
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Vice President
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CEO and Managing Partner
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Executive Assistant
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Associate
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Receptionist
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Vice President
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Chief of Staff
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Operating Partner
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Vice President, Marketing, Operations and ESG Lead
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Accounting Manager
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Managing Director
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Operating Partner
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Associate
Years at BV
Years at BV
Jason joined the Firm in March 2023 as a Principal. Prior to joining BV, he was a Vice President at Greylion and an Associate at Ambjerjack Capital Partners (formerly, Intervale Capital). Prior to that, he was an Analyst on the M&A team at HSBC. Jason earned his B.A. in Economics and English from Boston College in 2010 and his M.B.A. from the Wharton School at the University of Pennsylvania in 2018.
Years at BV
Years at BV
Rohan joined the firm in July 2021 as an Associate. Prior to joining the firm, he was an Investment Banking Analyst at Jefferies in the Technology Enabled Services Group. Rohan earned a B.S. in Commerce and Mathematics, with a concentration in Finance and Management, from the University of Virginia’s McIntire School of Commerce in 2019.
Years at BV
Years at BV
Eric joined the Firm in December 2019 as a Principal. He is a member of the Firm’s Investment Committee. Previously, he was a Vice President at Great Hill Partners and a Vice President at Bessemer Venture Partners, after being promoted from Senior Associate. Prior to that, he was an Associate with Summit Partners and an Analyst with Bear, Stearns & Co., Inc. in the Structured Transactions Group. Eric earned his B.A. in English from Colgate University in 2004 and his M.B.A. from The Sloan School of Management at the Massachusetts Institute of Technology in 2013.
Years at BV
Years at BV
Kelly joined the firm in July 2022 as an Associate. Prior to joining the firm, she was an Investment Banking Analyst at Wells Fargo Securities. Kelly earned her B.S. in Economics and her B.A. in Psychology, from Duke University in 2019.
Years at BV
Years at BV
Sam joined the Firm in March 2019, as a Senior Associate. Prior to joining BV, he was a Senior Associate at Pamplona Capital Management and an Associate in the Investment Banking Division at Deutsche Bank. Sam earned his B.A. in Physics and Mathematical Sciences from Colby College in 2011 and his B.E. in Engineering Sciences with a concentration in Mechanical Engineering from Dartmouth College in 2012.
Years at BV
Years at BV
Samantha joined the Firm in 2023. Prior to joining BV Investment Partners, she worked for John Hancock. Samantha earned her A.S. in Paralegal Studies from Mass Bay Community College in 2022.
Years at BV
Years at BV
John joined the Firm in September 2020, as a Vice President. Previously, he was a Senior Associate at Onex Partners and a Case Team Leader with The Parthenon Group’s Private Equity Practice. Prior to that, he was an Investment Banking Analyst at Deutsche Bank. John earned his A.B. in Economics from Harvard College in 2011 and his M.B.A. from Harvard Business School in 2015, where he was a Baker Scholar.
Year at BV
Year at BV
Jeffrey joined the Firm in 2024 as the Vice President of Information Technology and Security. Previously, he was the Head of Information Technology and Security at MPM Capital, and the Senior Vice President of Information Technology and Security for Northeast Bank. Prior to that, he was the First Vice President of Information and Security at Century Bank. Jeffrey earned his B.S. in Business Management from Fisher College in 2017.
Years at BV
Years at BV
Jackson joined the firm in July 2022 as an Associate. Prior to joining the firm, he was an Investment Banking Analyst at Houlihan Lokey in the Healthcare Group. Jackson earned his B.A. in Economics from Middlebury College in 2020.
Years at BV
Years at BV
Maggie joined the Firm in 2006. She is responsible for the Firm’s investment processes, professional development, investor relations, marketing and internal operations. Maggie leads the Firm’s co-investment program, co-chairs the Operating Advisory Board and serves on the Investment, Operating and Valuation Committees. Prior to joining BV Investment Partners, she worked for emusic.com. Maggie earned her B.S. in the Executive Leadership track of Human and Organizational Development at Vanderbilt University in 2005.
Years at BV
Years at BV
Robbie joined the Firm in August 2022 as a Vice President. Previously, he was a Vice President at Harren Equity Partners and an Investment Banking Analyst at Piper Jaffray & Co. Prior to that, he was a Consultant at Navigant Consulting Inc. Robbie earned his B.A. and B.E from Dartmouth College in 2013.
Years at BV
Years at BV
Mary-Ellen joined the Firm in 1996. Prior to joining BV Investment Partners, she worked for Fidelity Investments. Mary-Ellen earned her B.S. in Marketing from Bryant University.
Years at BV
Years at BV
Arianna joined the Firm in 2022 with almost 15 years of administrative and client services experience in various industries. Prior to joining BV Investment Partners, she worked at Record Connect and BH Management. Arianna earned her A.S. in Business Administration from Ivy Tech in 2012 and B.A. in Organizational Leadership and Supervision from Purdue University in 2014.
Year at BV
Year at BV
Carter joined the firm in September 2024 as an Associate. Prior to joining the firm, he was an Investment Banking Associate at Fifth Third Securities, Inc. with the Healthcare Group. Carter earned his B.A. in Economics from Brown University in 2020.
Year at BV
Year at BV
Quinn joined the firm in July 2024 as an Associate. Prior to joining the firm, he was an Investment Banking Analyst at Deutsche Bank Securities with the Industrials Group. Quinn earned his B.S. in Management, with Concentrations in Finance and Accounting for Finance and Consulting and a Minor in History, from the Caroll School of Management at Boston College in 2022.
Years at BV
Years at BV
Patrick joined the firm in July 2019 as an Associate. Prior to joining the firm, he was an Investment Banking Analyst at Raymond James in the Technology & Services Group. Patrick earned his B.A. in Economics and Psychology from Bowdoin College in 2017.
Years at BV
Years at BV
Brianna joined the Firm in 2023. Prior to joining BV Investment Partners, she worked for Northeastern University. Brianna earned her B.A. in Communication from the University of New Hampshire in 2018 and her M.S. in Sport Administration from Boston College in 2020.
Years at BV
Years at BV
Justin joined the Firm as an Associate in October 2007. He is a member of the Firm’s Investment Committee. Previously, he was an Analyst in the investment banking division of Bear, Stearns & Co., Inc., and an Analyst at Archstone Consulting. Justin earned his B.A. in Economics from Middlebury College in 2004 and his M.B.A. from the Tuck School of Business at Dartmouth in 2012.
Years at BV
Years at BV
Alexandria joined the Firm in 2021 as a Senior Fund Accountant. Prior to joining BV Investment Partners, she was a Senior Tax Accountant at Ernst and Young. Alexandria earned both her B.B.A. in Accounting & Financial Management in 2017 and her MAcc in 2018 from Abilene Christian University.
Years at BV
Years at BV
Justin joined the Firm in 1999 as an Associate and has more than 21 years of investment banking and principal investing experience. He is a member of the Investment and Valuation Committees. Previously, Justin was an Analyst and Associate with JP Morgan Securities (formerly, Chase Securities). Justin earned his B.A. in Economics from Middlebury College in 1995.
Years at BV
Years at BV
Jerry joined the Firm in 2005 as an Operating Partner and has more than 50 years of industry and operating experience. He is the Chairman of the Firm’s Operating Advisory Board. Prior to joining the Firm, Jerry was the Chairman and Chief Executive Officer of VNU, Inc., the world’s leading marketing and media information research company. He also served as Vice Chairman on the Executive Board of VNU, N.V., “the Nielsen Company,” until his retirement in 2003. Previously, he was Chairman and Chief Executive Officer of BPI Communications, L.P. and its predecessor, Billboard Publications, Inc. (BV Fund II and III investments) as well as Chairman and Director of American Business Media. Jerry had also served as a Board Member of the Advertising Council, Inc., BNA, Inc. and BPA International, in addition to nine other BV portfolio companies. He started his career with Procter & Gamble, where he served in various capacities from 1966 to 1969. Currently he serves on the Board of Directors of Information Services Group (NASDAQ: III) as Lead Director. He attended New York University and the American Institute of Banking.
Years at BV
Years at BV
Carolyn joined the Firm in 2006. She serves on the Valuation Committee. Prior to joining BV Investment Partners, Carolyn was with Investors Bank and Trust in the Alternative Investment Group, International Fund Services in Dublin, Ireland and Dawson-Giammalva Capital Management, Inc. Carolyn earned her B.S. in Finance from the University of Connecticut in 1995.
Years at BV
Years at BV
Jonathan joined the Firm in April 2015. Jonathan has more than 15 years of finance and accounting experience. He is a member of the Firm’s Operating and Valuation Committees. Prior to joining BV, he was the Chief Financial Officer at BayNorth Capital, a Boston based real estate investment Firm. Previously he was a Vice President of the Real Estate Opportunity Funds division of The Blackstone Group and an Audit Manager at PricewaterhouseCoopers L.L.P. Jonathan earned his BA in Political Science from Colgate University and a MS/MBA from Northeastern University. He is also a member of the Private Equity CFO Association and the Financial Executives Alliance.
Years at BV
Years at BV
Shweta joined the Firm in June 2023 as an Operating Partner. Previously, she was the Vice President of Automation Solutions at Cognex Corporation. Prior to that, she was Co-Founder & Chief Operating Officer of Kanha Technologies, LLC, a Manager at Bain & Company management consulting firm, and an Engineering Manager at Intel Corporation. Shweta earned her B.S. and M.S. in Electrical and Computer Engineering from the University of Wisconsin-Madison and her M.B.A. from Harvard Business School.
Years at BV
Years at BV
Matt joined the Firm in 2000 as an Associate and has more than 20 years of investment banking and principal investing experience. He is a member of the Firm’s Investment and Valuation Committees. Previously, he was an Analyst and Associate with Chase Securities, Inc. Matt earned his B.S. in Finance from Ithaca College in 1996 and M.B.A. from Columbia Business School in 2005.
Years at BV
Years at BV
Jason joined the Firm in June 2017 as a Principal. He is a member of the Firm’s Investment Committee. Previously, he was a Vice President at Fort Point Capital and a Senior Associate at Sverica Capital Management (formerly known as Sverica International). Jason earned his B.A. in Economics from Northwestern University in 2007 and his M.B.A. from the Tuck School of Business at Dartmouth in 2015.
Years at BV
Years at BV
Nick joined the firm in July 2023 as an Associate. Prior to joining the firm, he was a Corporate Credit Analyst at Guggenheim Partners. Nick earned his B.A. in Economics and Mathematics from Bowdoin College in 2021.
Years at BV
Years at BV
Emile joined the firm in July 2022 as an Associate. Prior to joining the firm, he was an Investment Banking Analyst at Raymond James. Emile earned his B.S. in Business and Management from Wentworth Institute of Technology in 2019.
Year at BV
Year at BV
Gavin joined the firm in June 2024 as a Senior Associate. Previously, he was a Senior Associate at OpenView Venture Partners and a Consultant in the Private Equity Group at Bain & Company. Prior to that, he was an Associate at Simmons Private Equity. Gavin earned a B.A. in Accounting and Finance from the University of Strathclyde in 2011 and his M.B.A. from the Tuck School of Business at Dartmouth in 2020. He is also a CFA Charterholder.
Years at BV
Years at BV
Stephen joined the Firm in July 2023 as a Managing Director. He is a member of the Firm’s Investment Committee. Prior to joining BV, he was a Managing Director at Century Equity Partners and a Senior Associate at PricewaterhouseCoopers LLP. Stephen earned his B.S. in Business Administration from Merrimack College in 2000 and his M.B.A. from the Sloan School at the Massachusetts Institute of Technology in 2009.
Years at BV
Years at BV
Dan joined the firm in July 2022 as an Associate. Prior to joining the firm, he was an Investment Banking Analyst at Raymond James. Dan earned his B.S. in Business Administration, with a concentration in Finance and Accounting, from Northeastern University in 2019.
Years at BV
Years at BV
Lauren joined the Firm in January 2022, as a Vice President. Prior to joining BV, she was a Senior Associate at Audax Group and an Analyst in the Investment Banking Division at Credit Suisse. Lauren earned her B.S.E. in Operations Research and Financial Engineering from Princeton University in 2015.
Year at BV
Year at BV
Jed joined the Firm in 2023 as a Controller. He serves on the Valuation Committee. Prior to joining BV, he was a FSO Assurance Senior Manager with the Wealth & Asset Management group at EY. Jed earned his MSc in Mathematics from the University College London in 2013 and is both CPA and CA qualified.
Years at BV
Years at BV
Claire joined the firm in July 2023 as an Associate. Prior to joining the firm, she was an Investment Banking Analyst at Bank of America in the Global Industrials Group. Claire earned her B.S. in Economics, with a concentration in Finance and Management, from the Wharton School at the University of Pennsylvania in 2021.
Years at BV
Years at BV
Zach joined the Firm in January 2023 as a Vice President. Previously, he was a Senior Associate at Audax Group and an Analyst in the Investment Banking Division at Barclays. Zach earned his B.A. in Economics from Bates College in 2015.
Years at BV
Years at BV
Vikrant joined the Firm in 1999 as a Director and brings more than 26 years of investment banking, strategic consulting, and principal investment experience to the Firm. He chairs the Firm’s Investment, Operating, and Valuation Committees. Vikrant is focused on the Firm’s investment strategy, risk management, and LP relations activities. Previously, he was an Executive Director in the Communications, Media, and Technology Group at Goldman Sachs (Asia), and a Project Leader at The Boston Consulting Group, Inc. Vikrant earned his B.S. in Computer Science from Yale University in 1990 and earned his M.B.A. in 1994 from the Harvard Graduate School of Business Administration, where he was a Baker Scholar. He is on the Board of Yale’s Jackson School of Global Affairs and Pratham U.S.A.
Year at BV
Year at BV
Alexis joined the Firm in 2024. Prior to joining BV Investment Partners, she worked for Guidepost Growth Equity. Alexis earned her B.S. in Business Administration and Marketing Communications from Anna Maria College in 2018.
Year at BV
Year at BV
Henry joined the firm in July 2024 as an Associate. Prior to joining the firm, he was an Investment Banking Analyst at Baird with the Global Industrial Group. Henry earned his B.A. in Philosophy and Economics from Tufts University in 2022.
Years at BV
Years at BV
Rebecca joined the Firm in 2023 with over 20 years of reception and office management and administration experience in various industries. Prior to joining BV Investment Partners, she worked for the Raptor Group.
Years at BV
Years at BV
Matt joined the firm in August 2021 as a Senior Associate. Prior to joining the firm, he was a Senior Associate at Thomas H. Lee Partners in the Technology and Business Solutions Group and an Investment Banking Analyst in the Technology Group at Lazard Fréres & Co. Matt earned a B.B.A. in Finance and Economics from the University of Notre Dame’s Mendoza College of Business in 2016.
Years at BV
Years at BV
Jennifer joined the Firm in 2000. Prior to joining BV Investment Partners, she worked for Neiman Marcus. Jennifer earned her B.A in Philosophy from the University of Rochester in 1997.
Years at BV
Years at BV
Tom joined the Firm in March 2021 as an Operating Partner. Previously, he was the Global Vice President of Corporate Strategy at Cognizant and a Senior Vice President and Head of Commercial Transformation at Attivio. Prior to that, he was a Managing Director and Co-Head of Consulting Practice at Bulger Partners. Tom earned his A.B. in Computer Science from Dartmouth College in 2001 and his M.B.A. from the MIT Sloan School of Management in 2008.
Years at BV
Years at BV
Maggie joined the firm in August 2021 as a Vice President of Marketing and Operations. Previously, she was a Senior Client Service Associate at Harbourvest Partners, and a Senior Marketing Information Analyst at Putnam Investments. Prior to that, she was a Senior Analyst with Clearbrook Investment Consulting. Maggie earned her B.A. in Economics from Fordham University in 2011.
Years at BV
Years at BV
Stephen joined the Firm in 2017 as a Fund Accountant. Prior to joining BV Investment Partners, he was a Senior Associate on the Global Accounting Team at State Street Bank. Stephen earned his B.S. in Business Administration with a concentration in Accounting from the University of New Hampshire in 2015.
Years at BV
Years at BV
Sean joined the Firm in August 2009 as an Associate. He is a member of the Firm’s Investment Committee. Previously, he was an Investment Banking Analyst in the Technology, Media and Telecommunications groups at Piper Jaffray & Co. and at Jefferies & Company. Sean earned his B.A. in Economics from Princeton University in 2006.
Year at BV
Year at BV
Geoffrey joined the Firm in December 2024 as an Operating Partner. Previously, he held the roles of Chief Customer Officer & COO of Connectwise and CFO of Continuum, which was acquired by Connectwise in 2019. Prior to that, he was CEO of Valore, COO of Plastiq, President of Edvisors, a Manager at The Boston Consulting Group, and a Consultant at Braxton Associates. Geoffrey earned his B.A. in Government modified with Economics from Dartmouth College and his M.B.A. from Stanford University Graduate School of Business.
Years at BV
Years at BV
Nathan joined the firm in September 2023 as an Associate. Prior to joining the firm, he was an Investment Banking Analyst at J.P. Morgan with the Mergers and Acquisitions Group. Nathan earned his B.A. in Finance from the Kelley School of Business at Indiana University in 2021.
