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

Kurt Larsen

Founding Partner

Jamie Kaufman

Partner

Andy Kieffer

Partner

Joel Killion

Partner

Bob Gartland

Partner

Lex Leeming

Partner & Head of Business Development

Chip Robie

Principal

Alan Rogers

Principal

Jordan Zauderer

Vice President

Quint Carr

Vice President

Ariana Scotti

Vice President of Investor Relations

Matt Boylan

Senior Associate

George Koulouris

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.