Playing to Win: Thoughtful Investors and Experienced Operators
Our cohesive team consists of 19 investment professionals and 15 operating executives who are fully integrated into the NexPhase investment process. Together, we pair skilled executive and operating resources with lower-middle market businesses to create value.
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Investment Team
Ted Yun
Managing Partner
Jamie Kaufman
Partner
Andy Kieffer
Partner
Joel Killion
Partner
Bob Gartland
Partner
Chip Robie
Partner
Lex Leeming
Partner & Head of Business Development
Kurt Larsen
Founding Partner
Alan Rogers
Principal
Jordan Zauderer
Vice President
Quint Carr
Vice President
Ariana Scotti
Vice President of Investor Relations
Matt Boylan
Vice President
George Koulouris
Senior Associate
Jenny Scherl
Associate
Jeffrey Fung
Associate
Heather Kim
Associate
Nicolas Kaukonen
Associate
Selina Peng
Associate
Fund Administration
Andrew Goldfarb
Chief Financial Officer
Bobby Narvaez
Vice President of Finance and Operations
Boyi Dong
Assistant Controller
Mike Koziarz
Senior Accountant
Rebecca Aguilar
Executive Assistant
April Huff
Executive Assistant
Operating Partners
Doug Corbett
Operating Partner
Barbara Hill
Operating Partner
Stephen Hoffman
Operating Partner
Mike Roe
Operating Partner
Executive Advisory Board
Farzan Bharucha
Strategic Planning
Cameron Burr
Sales & Business Development
Michael Johnson
Digital Marketing
John King
Sector Expert - Healthcare
Anthony López
Sector Expert - Consumer & Healthcare
Joe Morgan
Sector Expert - Healthcare & Software
Don Nickleson
Sector Expert - Healthcare
Ann Rhoades
Human Capital
Jon Slangerup
Sector Expert - Software
Micah Valine
Financial Planning & Analysis
Bob Waldron
Sector Expert - Consumer
*The operating professionals referenced herein are not employees of NexPhase, but are third-party consultants expected to be compensated by NexPhase-sponsored funds and their portfolio companies. Such compensation is not expected to offset any management fees paid to NexPhase by NexPhase sponsored funds.