Experienced. Innovative. Focused. We Are Vista.

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, RadarFirst, Resilinc and Tripleseat, and is involved with the firm’s investments in COMPLY, Innovapptive and mabl. She was actively involved with the firm’s investments in AGDATA, Autotask, Benchmark Gensuite, BigMachines, Bonterra, Bullhorn, Dispatch, Kibo, Lanyon, Lone Wolf, Naviga, PeopleAdmin, Relias Learning, SecureLink, WorkTango and Zapproved. Ms. Arnold was named one of GrowthCap’s Top Women Leaders in Growth Investing in 2022 and 2023, and to Buyouts’ Women in Private Equity Class of 2022.

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 and also serves as Treasurer and Trustee for The Contemporary Austin. She previously served on the National Board for Friends of the Children.

Education

B.A. in International Business, Linfield College

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 working across the financial services and technology sectors. She most recently served on the Executive Leadership Team at Nasdaq as Executive Vice President of Investment Intelligence, where she was responsible for leading the strategic direction and driving expansion across Nasdaq’s data, index and analytics division. Before her tenure at 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 at the firm. Prior to joining Carlyle, Ms. Dillard worked in the tax practice at Arthur Andersen.

Ms. Dillard serves as an Independent Director of SL Green Realty, where she chairs the Compensation Committee and serves on the Audit Committee. She is also a Lincoln Center Leadership Fellow.

Ms. Dillard is passionate about inclusive capital and investing in women and minority-led funds and organizations. She is a strong advocate for professional growth and career development for women in the financial and technology sectors.

Education

B.S. in Accounting, University of Richmond

David Flannery joined Vista Credit Partners (“VCP”) in New York in 2018 as its President 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. Mr. Flannery reports to Vista’s Founder, Robert F. Smith, and is responsible for setting strategy for VCP, in addition to overseeing all credit transactions.

Before joining Vista, Mr. Flannery was a partner with Blackstone’s GSO Capital. He was Co-Head and Joint Portfolio Manager of the Capital Solutions Funds and a member of the Distressed Credit Investment Committee. Prior to joining GSO, Mr. Flannery was a Portfolio Manager with Anchorage Capital in New York. He focused on illiquid credit investing and was a member of the CLO Investment Committee and Risk Committee. Prior to Anchorage, Mr. Flannery worked at Bank of America Merrill Lynch (“BAML”) where he held several global group head roles, including Chief Risk Officer of Global Banking & Markets and Global Head of Leveraged Finance & Capital Markets. Before joining BAML, Mr. Flannery was the Global Head of Leveraged Finance at Deutsche Bank. He began his career at Bankers Trust Company in 1992 in the high yield bond department.

Mr. Flannery is a board member of RocketLawyer and a board observer of several portfolio companies of VCP. He is a former board member of Meltwater, a VCP realized investment. Additionally, he serves on the board of Intrensic, a SaaS software company, and on the board of DREAM, a nonprofit serving youths in New York City.

Education

B.S. in Business Administration, Concentration in Finance, Villanova University

Michael Fosnaugh joined Vista Equity Partners in 2005. Mr. Fosnaugh is Co-Head of the Flagship Fund and sits on its Investment Committee. Additionally, Mr. Fosnaugh 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.

Mr. Fosnaugh currently sits on the boards of Acquia, Alegeus, Applause, CentralSquare, EAB, Greenway Health, Integral Ad Science (NASDAQ: IAS), InvoiceCloud, Jamf (NASDAQ: JAMF), KnowBe4 (formerly NASDAQ: KNBE), PlanSource, Securonix, SimplePractice, SmartBear, Stats Perform and TripleLift. He was also actively involved with the firm’s investments in Advicent, Forcepoint, Mediaocean, MRI Software, Numerator, Ping Identity (formerly NYSE: PING), SirsiDynix, Sunquest Information Systems, Vertafore, Websense and Zywave. Mr. Fosnaugh is the Co-Head of the Chicago office.

Mr. Fosnaugh is a thought leader within the investing and enterprise software communities and was featured in PEI’s Investing in Technology report along with Vista’s Founder, Chairman and CEO Robert Smith and Vista’s Co-Head of Flagship Fund and Senior Managing Director, Monti Saroya. Read their interview here.

Prior to joining Vista, Mr. Fosnaugh worked in the Technology, Media and Telecommunications Group at SG Cowen & Co., where he focused on the software, services and financial technology sectors. While at SG Cowen, he advised clients on buy-side and sell-side transactions, public and private equity financings, and other strategic advisory initiatives.

Education

A.B. in Economics from Harvard College, cum laude

Julian Bostic joined Vista Equity Partners in 2018. Mr. Bostic is responsible for leading Vista’s Capital & Partner Solutions engagement and development efforts throughout the Midwest and Texas.

Prior to joining Vista, Mr. Bostic worked as a Managing Director and Client Advisor in the Institutional Client Group at Neuberger Berman, where he focused on corporations, public funds, endowments and foundations, and family offices in the Midwest and Texas. Before his time with Neuberger Berman, Mr. Bostic spent 13 years at J.P. Morgan Asset Management, where he served as a Client Advisor in the Institutional Americas Group and as a Portfolio Manager in the Private Equity Group.

Education

B.B.A. in Marketing, Howard University
M.B.A in General Management, Duke University

Monti Saroya joined Vista Equity Partners in 2008. Mr. Saroya is Co-Head of the Vista Flagship Fund and sits on its Investment Committee. Additionally, Mr. Saroya 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.

He currently sits on the boards of Advanced, Allvue Systems, Apptio, Cloud Software Group, Cvent (NASDAQ: CVT), Drift, Finastra, Gainsight, iCIMS, Infoblox, Mindbody, Olive, Pipedrive, Pluralsight, Salesloft, Solera and Xactly and previously sat on the board of PowerSchool (NYSE: PWSC). Mr. Saroya is also actively involved in the firm’s investments in Jio and Vivid Seats (NASDAQ: SEAT) and was actively involved in the firm’s investments in Datto (formerly NYSE: MSP), Marketo, SumTotal, The ACTIVE Network, Transfirst, Turaz and Zywave.

Mr. Saroya is a thought leader within the investing and enterprise software communities and was featured in PEI’s Investing in Technology report along with Vista’s Founder, Chairman and CEO, Robert Smith and Vista’s Co-Head of Flagship Fund and Senior Managing Director, Michael Fosnaugh. Read their interview here.

Prior to joining Vista, Mr. Saroya worked as a Senior Research Analyst for JMP Securities, where he provided research for buy-side clients on public on-demand (SaaS) companies. Mr. Saroya previously worked as an Associate for the enterprise software/applications team. Before his time with JMP, Mr. Saroya worked for Siebel Systems in a sales capacity for the CRM On Demand division. Prior to Siebel, Mr. Saroya worked for Cisco Systems in various operations roles.

Education

B.S. in Computer Engineering, California Polytechnic State University, magna cum laude

Patrick Severson joined Vista Equity Partners in 2013. Mr. Severson is Co-Head of the Vista Foundation Funds and sits on its Investment Committee. Additionally, he 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.

Mr. Severson currently sits on the boards of Assent Compliance, BetterCloud, Energy Exemplar, ESO, Granicus, Khoros, Kibo, LogicMonitor, Monetate, Naviga, Poppulo, Power Factors, Sonatype and Trintech. He was also actively involved with the firm’s investments in AGDATA, AlertMedia, ARCOS, Autotask, Bonterra, PeopleAdmin, Regulatory DataCorp (RDC), Return Path, StarRez, TigerConnect and Wrike.

Prior to joining Vista, Mr. Severson worked as Partner at Warburg Pincus where he spent 12 years investing in and working with software companies at all stages from startup to buyout. Before his time with Warburg Pincus, Mr. Severson worked at Booz-Allen & Hamilton, where he was a Consultant. Prior to Booz-Allen, Mr. Severson worked at Price Waterhouse, where he focused on media and technology.

Education

B.S. in Computer Science, Stanford University
M.B.A., Columbia University

René Yang Stewart joined Vista Equity Partners in 2007. Ms. Stewart is Co-Head of the Vista Endeavor Funds and sits on the Vista Endeavor Funds’ Investment Committee. Additionally, Ms. Stewart 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. She currently sits on the boards of Dispatch, iN2L, OfficeSpace and WorkTango. Ms. Stewart was also actively involved with the firm’s investments in Accruent, AGDATA, Bullhorn, Lone Wolf, Mitratech, SecureLink and Zapproved. Ms. Stewart was named one of GrowthCap’s Top Women Leaders in Growth Investing in 2022 and 2023, GrowthCap’s Leaders of Growth Investing in 2022 and GrowthCap’s Top 25 Software Investors in 2021.

Prior to joining Vista, Ms. Stewart worked at Yahoo! in the Corporate Finance group, focusing on mergers and acquisitions and business development opportunities for the company. Before her time at Yahoo!, Ms. Stewart worked at Lehman Brothers in the Global Technology group.

Education

B.A. in Economics, Columbia University, magna cum laude

Nadeem Syed joined Vista Equity Partners in 2018 and is currently Head of Value Creation and a member of the private equity Flagship team. Mr. Syed 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. Mr. Syed currently sits on the boards of Alegeus, Allvue Systems, KnowBe4 (formerly NASDAQ: KNBE) and Securonix.

Prior to joining Vista, Mr. Syed was CEO of Finastra (formerly Misys), a Vista company and the third-largest financial services software company in the world. Before Finastra, Mr. Syed was COO of SumTotal Systems, a former Vista company, where he led the company’s strategic initiatives, overseeing services, support, engineering, product management and cloud operations. Prior to SumTotal Systems, Mr. Syed spent 19 years in multiple senior leadership roles at Oracle.

Education

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

Martin Taylor joined Vista Equity Partners in 2006. Mr. Taylor is Co-Head of the Foundation Funds and sits on its Investment Committee. Additionally, Mr. Taylor 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 governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Taylor currently sits on the boards of AlertMedia, ARCOS, Bonterra, Critical Start, Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF), NAVEX, StarRez, TigerConnect, TRG Screen and Vivid Seats (NASDAQ: SEAT) and has served on numerous other boards during his tenure.

Previously at Vista, Mr. Taylor was a Managing Director and drove a variety of cross-fund and cross-portfolio initiatives. He was the initial President of Vista Consulting Group, where he was instrumental in building and scaling the Firm’s value creation infrastructure, formalizing Vista’s portfolio engagement model and developing many of Vista’s best practices.

Prior to Vista, Mr. Taylor had most recently served as a Corporate Vice President at Microsoft, where he spent over 13 years and managed corporate strategy, sales, product marketing and various segment-focused teams in North America and Latin America during that time. 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.

Outside of Vista, Mr. Taylor is passionate about advancing access and creating opportunities for those who have traditionally been underrepresented across the business community. He sits on Milken Institute’s Executive Council for Diversity, Equity and Inclusion in Asset Management and The University of Texas President’s Austin Innovation Board that supports efforts to unlock student potential through experiential learning and strong college-to-career programming. In February 2022, Mr. Taylor made a gift donation to support UT’s Heman Sweatt Center for Black Males and help the organization expand its programs, events and scholarships.

Fareed Adib joined Vista Equity Partners in 2016 and is currently President of OneVista. He is also a member of the private equity Flagship team and Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Additionally, Mr. Adib works closely with Vista’s Founder, Chairman and CEO, Robert F. Smith, and the Capital & Partner Solutions team on strategic limited partner engagements. He is also actively involved with the firm’s investments in CentralSquare, Jio, mabl and Olive.

Before his current role at Vista, Mr. Adib led the Product & Technology team and acted 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 the President of the Value Creation Team, where he helped architect the Value Creation organization.

Mr. Adib has more than 25 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 several public and private 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 by young women and students from other underrepresented groups.

Education

B.S. Computer Science, University of Missouri
M.B.A., University of 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), KnowBe4 (formerly NASDAQ: KNBE), Quickbase, Securonix and TripleLift. Mr. Aliabadi was also formerly on the boards of or actively involved with the firm’s investments in Aderant, BigMachines, Cloud Software Group, Forcepoint, Mediaocean, Mitratech, Numerator, Ping Identity (formerly NYSE: PING), Relias Learning, SirsiDynix, Stats Perform, SumTotal and Websense. 

Prior to joining Vista, Mr. Aliabadi worked at the Stanford Genome Technology Center, focusing on developing 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 joined Vista Equity Partners in 2009 and is 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, Avalara, CentralSquare, EagleView, iCIMS and Mindbody, and is involved with the firm’s investment in Jio. He was also actively involved with the firm’s investments in Aptean, Omnitracs, Sovos Compliance, SumTotal Systems and TransFirst. Mr. Alonso was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2022.

Prior to joining Vista, Mr. Alonso worked in the Technology, Media and Telecommunications group of Goldman Sachs. 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 joined Vista Equity Partners in 2012 and sits on the Vista Foundation Funds’ Investment Committee and 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. Atlas currently sits on the boards of AlertMedia, Critical Start, ESO Solutions, Granicus, LogicMonitor, Menlo Security, TigerConnect and Tribute Technology. He was also formerly on the boards of or actively involved with the firm’s investments in Allocate, Autotask, Bullhorn, Main Street Hub, Relias Learning, Return Path and Wrike. Mr. Atlas was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2022.

Prior to joining Vista, Mr. Atlas worked at JMI Equity, a growth equity firm with over $7.5 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.

Outside of Vista, Mr. Atlas is passionate about supporting children and access to education in Central Texas. He was a founding member and Board Member of 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. Mr. Atlas is the former Treasurer, Vice Chair and current Board Chair for the Austin Chapter and also serves as a Board Member for Austin PBS.

Education

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

Education

B.A. in Economics, Middlebury College, summa cum laude

Cheryl Cecchini Leahy joined Vista Equity Partners in 2019. Ms. Leahy is responsible for leading Vista’s Capital & Partner Solutions engagement and client development efforts throughout the Western United States.

Prior to joining Vista, Ms. Leahy served as Principal of Business Development and Strategy at TPG Sixth Street Partners, where she was responsible for capital raising, investor relations and strategy. Before her time with TPG Sixth Street Partners, Ms. Leahy was a Vice President at Goldman Sachs, where she was a trader on the Leveraged Loan desk and a member of the Hedge Fund Strategies investment team. Prior to Goldman Sachs, Ms. Leahy worked at Merrill Lynch as an Analyst in the Investment Banking practice.

Education

B.S. in Finance and Accounting, Georgetown University, summa cum laude

Jamie Ford joined Vista Equity Partners in 2000. Mr. Ford is Co-Head of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. Mr. Ford also 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, as well as serving as a member of Vista’s Compliance Committee. In addition, Mr. Ford helped found and continues to have management oversight of Vista Public Strategies. Previously, Mr. Ford served as Vista’s Chief Operating Officer and as President of Vista Credit Partners. Mr. Ford currently sits on the boards of Accelya and Ellucian. Mr. Ford was previously a member of the Vista Flagship Fund and its Investment Committee and was actively involved with the firm’s investments in Accero, Aspect Communications, DealerSocket, Misys, P2 Energy Solutions, TIBCO, Turaz, Websense, Ventyx, SER, SourceNet Solutions, SRC Software and The ACTIVE Network.

Prior to joining Vista, Mr. Ford worked in the Mergers and Acquisitions group of Goldman, Sachs & Co., where he advised clients in a variety of industries, including consumer products, chemicals, energy and power, and media. In addition to his work at Vista, Mr. Ford also serves as a board member of SquashDrive and the Boys & Girls Clubs of San Francisco.

Education

B.A. in Economics, Amherst College, magna cum laude

Jim Hickey joined Vista Equity Partners in 2008. Mr. Hickey is currently a Co-Head of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. Additionally, Mr. Hickey 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. He previously was a member of the Vista Flagship Fund and its Investment Committee. Mr. Hickey currently sits on the boards of Accelya, Ellucian and Greenway Health. He was also actively involved with the firm’s investments in Aderant, Aptean, BigMachines, Brainware, EagleView, Navex, Numerator, SirsiDynix and Zywave. 

Prior to joining Vista, Mr. Hickey spent 25 years at William Blair & Company, including 14 years heading up its technology investment banking practice and 11 years as an equity research analyst following the technology sector. Mr. Hickey is also a Chartered Financial Analyst. 

Education

B.A. in Economics, Williams College, with honors
M.B.A., Graduate School of Business, University of Chicago

Bret Bolin joined Vista Equity Partners in 2016. Mr. Bolin is a member of the private equity Foundation team and serves on 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 currently sits on the boards of ARCOS, Granicus, LogicMonitor, Naviga and Poppulo and is an active board observer for Assent and Menlo Security. He was also actively involved with the firm’s investments in Advanced, Allocate, PeopleAdmin, RDC, Tomia, Trintech and Wrike.

Prior to joining Vista, Mr. Bolin was on the boards of Unit 4, KMD and eFront. Prior to this, he was the Executive Chairman and Chief Executive Officer of Misys (now Finastra) from 2012 to 2014, a Vista company, which is a leading provider of banking, capital markets, investment management and risk solutions to financial institutions around the world, based in London. Under his leadership, Misys successfully consolidated the operations of Turaz (formerly Thomson Reuters Treasury and Risk Management Division) and commenced a strong path to industry leading growth and profitability.

Prior to Misys, Mr. Bolin was the President and Chief Executive Officer of P2 Energy Solutions (formerly a Vista company), a provider of upstream oil and gas software and data solutions, Chief Financial Officer of Ventyx (formerly a Vista company), a leading business solution provider to the energy, utilities and telecommunications sectors, and Chief Financial Officer of SourceNet Solutions (formerly a Vista company), a provider of comprehensive business process outsourcing solutions for finance and accounting operations.

Education

B.B.A. in Finance, Texas Tech University

Anand Anbalagan joined Vista Equity Partners in 2009. Mr. Anbalagan is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. He previously was a member of the Foundation team. Mr. Anbalagan currently sits on the board of Accelya and is actively involved in the firm’s investment in Ellucian. He was also actively involved in the firm’s investments in Bonterra, Kibo, Lanyon, MicroEdge, Mitratech, PeopleAdmin, Relias Learning and Upserve.

Prior to joining Vista, Mr. Anbalagan worked at Morgan Stanley in Menlo Park, where he worked in the Technology Investment Banking group. While at Morgan Stanley, Mr. Anbalagan advised clients on buy-side and sell-side transactions in a variety of verticals including software, internet, enterprise hardware and semiconductors.

Education

B.S. in Economics, The Wharton School, University of Pennsylvania, magna cum laude
B.A.S. in Engineering, School of Engineering and Applied Sciences, University of Pennsylvania, magna cum laude

David Bonnette joined Vista Equity Partners in 2017 and is a member of the private equity Foundation team. Mr. Bonnette 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. Bonnette currently sits on the boards of AlertMedia, FLASH, Khoros, Kibo, Sonatype and TigerConnect. He was also actively involved with the firm’s investments in Aptean, Lone Wolf, PeopleAdmin and Zego (Powered by PayLease). Mr. Bonnette is also active in portfolio executive development.

Prior to Vista, Mr. Bonnette was the Chief Executive Officer of Lanyon, which was merged with Cvent, another Vista portfolio company, upon Vista’s acquisition of Cvent in November 2016. Prior to joining Lanyon, Mr. Bonnette served as Chief Executive Officer at BigMachines for three years, until the time of its acquisition by Oracle. Mr. Bonnette has worked in the software industry for nearly 20 years, and prior to BigMachines, held a variety of executive roles at Oracle where he led North American organizations in ERP, CRM and consulting.

Mr. Bonnette is a member of the Young Presidents’ Organization and serves on the advisory board and is a mentor for the Posse Foundation. He also serves on the advisory board of HeadCount.

Education

B.A. in Business Management, Keene State College
International Business, Oxford Brookes University

Justin Cho joined Vista Equity Partners in 2005 and is currently a member of the private equity Endeavor team. He currently sits on the boards of Fusion Risk Management, RadarFirst and Tripleseat. Mr. Cho was also actively involved with Vista’s investments in BigMachines, ComplySci, Naviga, P2 Energy Solutions, Regulatory DataCorp, Surgical Information Systems, Trintech and Ventyx.

From 2008 to 2009, Mr. Cho served as the Vice President of Corporate Development at P2 Energy Solutions, with a focus on operations as well as corporate strategy and acquisitions. Prior to joining Vista, Mr. Cho worked at Merrill Lynch & Co., where he advised clients in both the technology and healthcare industries. In addition to his work at Vista, Mr. Cho serves on the Leadership Council for the Andy Roddick Foundation, a non-profit provider of after school and summer learning programs, and is a Board Member of UC Berkeley’s Management, Entrepreneurship and Technology Program.

Education

B.S. in Business Administration, Haas School of Business, University of California at Berkeley
B.S. in Electrical Engineering and Computer Sciences, College of Engineering, University of California at Berkeley

Vince Burkett joined Vista Equity Partners in 2011 and is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Mr. Burkett 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. Burkett sits on the Vista Perennial Fund Investment Committee and sits on the boards of Accelya and Ellucian. He was also actively involved in the firm’s investments in Autotask, Bullhorn, Misys (now Finastra) and Mitratech.

Prior to joining Vista, Mr. Burkett was the Executive Chairman and Chief Executive Officer of Ventyx (formerly a Vista company), which is a leading business solutions provider offering software, data and advisory services. Under his leadership, Ventyx grew into one of the largest and most successful independently owned software companies for energy and utility companies through an aggressive acquisition and integration strategy, along with an intensive program for organic growth and operational improvement culminating in a strategic acquisition of Ventyx by Zurich, CH based ABB. Prior to Ventyx, Mr. Burkett was a Managing Director at Alvarez and Marsal Business Consulting and Co-Founder and Chief Executive Officer of SourceNet Solutions (formerly a Vista company), a provider of comprehensive business process outsourcing solutions for finance and accounting operations.

Education

B.B.A. in Accounting, Texas A&M University, magna cum laude

Darko Dejanovic joined Vista Equity Partners in 2017. Mr. Dejanovic currently sits on the boards of Solera and Stats Perform. He was also actively involved in the firm’s investments in AGDATA, Bonterra, EagleView, Omnitracs, The ACTIVE Network, Upserve, Vivid Seats (NASDAQ: SEAT) and Wrike.

Prior to joining Vista, Mr. Dejanovic worked as the Executive Chairman, CEO, President and Chief Technology, Product and Innovation Officer at The ACTIVE Network, a former Vista company. Before his time with The ACTIVE Network, Mr. Dejanovic worked at Monster Worldwide as Executive Vice President, Global Chief Information Officer and Head of Product. Prior to Monster Worldwide, Mr. Dejanovic worked at Tribune Company as Corporate Senior Vice President and Chief Technology Officer.

Education

B.S. in Computer Information Systems, Florida Metropolitan University
M.B.A., Northwestern University Kellogg School of Management

Kim Eaton joined Vista Equity Partners in 2019 and is a member of the private equity Foundation team. Ms. Eaton currently sits on the boards of Acquia, BetterCloud, ESO Solutions, Power Factors, Quickbase, Tribute Technology and Vena Solutions.

Prior to joining Vista, Ms. Eaton served as Chief Executive Officer at Aptean, which provides industry-specific software applications that help businesses manage their resources, supply chain, employees and customer relationships. Before her time with Aptean, Ms. Eaton worked at NCR Corporation, where she most recently served as the Senior Vice President and General Manager of the company’s Hospitality and Travel business. Prior to NCR, Ms. Eaton served as the Executive Vice President of Marketing at Radiant Systems and President at BlueCube Software.

Education

B.S. in Distributed Studies, Iowa State University

Josh Gray joined Vista Equity Partners in 2019 and is a member of the private equity Endeavor team and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Gray currently sits on the boards of BigTime Software, Dispatch, Fusion Risk Management and Resilinc. He is also actively involved with the firm’s investments in Innovapptive and was previously involved with the firm’s investments in BlueConic, Jebbit and LifeLoop (formerly iN2L).

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 also worked at Insight Partners as an Operating Partner, serving as interim CEO of Unitrends. Previously, Mr. Gray was a member of the executive team at BigMachines, a Vista portfolio company, serving as General Manager of BigMachines Express through the company’s acquisition by Oracle.

Before his time at BigMachines, Mr. Gray held roles at Chicago Public Schools and Boston Consulting Group. He also 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 joined Vista Equity Partners in 2015 and is a member of the private equity Foundation team. Mr. Hodgman currently sits on the boards of Assent Compliance, StarRez, TRG Screen and Vena Solutions. He was also actively involved with the firm’s investments in Lone Wolf Real Estate Technologies, Regulatory DataCorp (RDC) and 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

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 and Xactly and is actively involved with the firm’s investments in Cloud Software Group and Pluralsight. She was previously on the board of PowerSchool (NYSE: PWSC) and was actively involved with the firm’s investments in Pipedrive and TIBCO. 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 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

Gregory Galligan joined Vista Credit Partners in 2022. Mr. Galligan heads Vista Credit Partners’ direct lending business and is a member of the VCP Investment Committee. He also serves as the Chairman, Chief Executive Officer and President of Vista Credit Strategic Lending and as Co-Chief Investment Officer of Vista Credit BDC Management.

Before joining Vista, Mr. Galligan was a Partner at Ares Management for 11 years, where he was responsible for building and leading Ares’ direct lending efforts in the United States. Prior to Ares, Mr. Galligan worked at DLJ Investment Partners, where he focused on origination, structuring and underwriting leveraged finance transactions. Mr. Galligan has also previously held investment positions at Capital Source and Bank of America as part of their respective Leveraged Finance teams.

Education

B.A. in Economics, Boston College
M.B.A., Harvard Business School

Gwen Reinke joined Vista Equity Partners in 2014 and serves as Senior Managing Director, overseeing the firm’s global regulatory and compliance functions and internal legal matters, including fund formation and fundraising. Ms. Reinke is a member of the Board of Governors of the Investment Adviser Association in Washington, D.C., and was previously on the board of PowerSchool (formerly NYSE: PWSC).

Prior to Vista, Ms. Reinke served as Partner, General Counsel and Chief Compliance Officer at Blum Capital Partners, where she reported to the firm’s Chairman and had broad responsibility for all legal and regulatory matters, including overseeing the legal aspects of the firm’s investment and real estate transactions. Before Blum Capital, Ms. Reinke worked for Senator Dianne Feinstein during her initial U.S. Senate campaign and Senate term, overseeing the campaign’s financial and administration functions. Ms. Reinke has held additional finance positions, including Director of Finance for Blum Capital, Corporate Controller for USL Capital and Manager of Financial Reporting for Charles Schwab Corporation. She started her career in the audit department at Deloitte and Touche. Ms. Reinke is a member of the State Bar of California and is also a Certified Public Accountant (inactive).

Education

B.A. in Business Economics from the University of California at Los Angeles
J.D., University of San Francisco School of Law

Alan Schwartz joined Vista Equity Partners in January 2020 and is Chief Legal Officer for Vista Equity Partners.

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

Chris Herringshaw joined Vista Equity Partners in 2024 and is the Chief Technology Officer. Mr. Herringshaw is responsible for overseeing Information Technology and Security functions for Vista.

Prior to joining Vista, Mr. Herringshaw was Global Chief Technology Officer at Janus Henderson Investors, running a platform that managed more than $350 billion in assets. While at Janus Henderson, Mr. Herringshaw was a member of its Executive Committee and served on several other leadership committees. He was also a Director of the Janus Henderson Charitable Foundation. Prior to Janus Henderson, he spent more than 15 years at Citadel in various senior technology leadership roles.

Before entering the financial services industry, Mr. Herringshaw was Co-Founder and the CTO / Lead Technologist at a number of venture-backed startup companies, where he helped create and commercialize patented technology for internet-based geolocation that has won numerous awards, including a Technology & Engineering Emmy® Award.

Education

B.S.E. in Computer Engineering, University of Michigan

Ashley MacNeill joined Vista Equity Partners in 2022. Ms. MacNeill works across the organization to run the firm’s Equity Capital Markets strategy, including managing all portfolio company equity financing activities and serving as a member of Vista’s Private Equity Management Committee.

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 (formerly NYSE: MSP) and IAS (NASDAQ: IAS), as well as the original IPOs for Vista companies Mindbody and Pluralsight.

Education

HBA, BSEng in Mechanical Engineering and Business, Western University

Chad Martin joined Vista Equity Partners in 2022 and is a member of the private equity Flagship team.

Prior to joining Vista, Mr. Martin was CFO for MeridianLink, Inc., where he led the company’s value creation process that culminated in the firm’s successful IPO. Before his time at MeridianLink, Mr. Martin was CFO for two former Vista companies, DealerSocket (now part of Solera) and P2 Energy Solutions. Prior to DealerSocket and P2 Energy Solutions, Mr. Martin was CFO for Pacific Pulmonary Services. He also spent a decade in the Investment Banking Division of Goldman Sachs.

Education

B.B.A. in Finance, Texas Christian University
M.B.A., Stanford University

Angela Pecoraro joined Vista Equity Partners in 2021 and is a member of the private equity Foundation team. Ms. Pecoraro currently sits on the board of TRG Screen.

Ms. Pecoraro has spent most of her 20-year career at Vista companies, most recently as CEO of Advicent (now part of InvestCloud), a former Vista company, where she also served as President, COO and Senior Vice President. Before Advicent, Ms. Pecoraro held numerous key roles at former Vista company Zywave for over a decade. Ms. Pecoraro has held several senior and executive leadership roles throughout her career, including go-to-market, product strategy, technology, customer support and services.

Education

B.B.A. in Entrepreneurship, University of Wisconsin–Whitewater
M.B.A., Alverno College

Justin Hirsch joined Vista Equity Partners in 2016 and oversees the firm’s strategic priorities, balance sheet and principal investments. Mr. Hirsch manages the firm’s capital structure, risk levels and growth initiatives. He is also involved with investment structuring 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.

Prior to Vista, Mr. Hirsch worked 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 transactions group at Macquarie Capital.

Education

B.A. in Human Biology, Stanford University

Abhay Puskoor joined Vista Equity Partners in 2021 and is a member of the private equity Endeavor team. Mr. Puskoor currently sits on the board of Benchmark Gensuite, BigTime, Gatekeeper, MedTrainer, Resilinc and WorkTango. He was also actively involved with the firm’s investment in Zapproved. Mr. Puskoor was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2023.

Prior to joining Vista, Mr. Puskoor served as a Principal at FTV Capital, where he focused on growth and buyout investments of software and technology-enabled businesses. Before his time at FTV, Mr. Puskoor worked at Credit Suisse, where he advised clients on mergers and acquisitions, recapitalizations and capital-raising transactions in the asset management, insurance and financial technology sectors.

Education

B.A. in Economics & International Relations, Bard College

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

Christian Sowul joined Vista Equity Partners in 2001. Mr. Sowul currently works with the firm’s investment in Power Factors. He was actively involved in Vista’s investments in 7Park Data, Advicent, Applause, Applied Systems, BigMachines, Brainware, MRI Software, Omnitracs, SER, SirsiDynix, Solera, Sovos Compliance, Stats Perform, Vertafore, Xactly and Zywave.

Prior to joining Vista, Mr. Sowul worked in the technology investment banking groups at Goldman, Sachs & Co. and Deutsche Morgan Grenfell.

Education

B.S. in Economics, The Wharton School, University of Pennsylvania, cum laude
B.S. in Engineering, School of Engineering, University of Pennsylvania, cum laude

Jessi Marshall joined Vista Equity Partners in 2015 and is currently Managing Director, Head of Strategy and Operations for the Capital & Partner Solutions team, working across internal and external stakeholders to ensure Vista’s capital formation strategy and business operations enable the firm to meet its investor relations objectives.

Before her current role, Ms. Marshall was Managing Director of Marketing, overseeing the creation, growth and evolution of the firm’s marketing strategy. Under her eight years of leadership, the Marketing team successfully curated and promoted Vista’s brand, messaging and competitive position as a market leader. Further to the development of the firm’s brand and within her marketing mandate, she established teams and programs across business development, market research, event management and corporate communications functions to promote Vista’s economic and business value to the market.

Prior to joining Vista, Ms. Marshall was Director of Strategic Programs at Mitratech, a former Vista portfolio company, where she led strategic, cross-functional programs to advance business transformation against the company’s value creation plans. Before her role as Director of Strategic Programs, Ms. Marshall was Director of Marketing at Mitratech, where she led the organization’s marketing strategy. Before Mitratech, Ms. Marshall was the North American Head of Outbound Marketing and Communications at Gemalto and worked at Applied Materials within their Product Marketing team.

Education

B.S. in Advertising, The University of Texas at Austin

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 nonprofit 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, magna cum laude

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 $90 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 joined Vista Equity Partners in 2018 and leads Vista’s Capital & Partner Solutions engagement and client development efforts throughout Canada and the Northeast United States.

Prior to joining Vista, Mr. Russell was a Principal at Park Hill Group, where he was responsible for the distribution of private markets products in New York and 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, where he covered pan-European financial institutions, asset managers and Spanish banks.

Mr. Russell sits on the Ivey Advisory Board, which helps further the mission and aims of the Ivey Business School. He also serves on the Nominations Committee for the Board of Directors of Canada Soccer.

Education

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

Christina Lema joined Vista Equity Partners in 2012. Ms. Lema is Vista’s Deputy Chief Legal Officer and 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. Ms. Lema currently sits on the boards of Greenway Health, Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF) and Mindbody.

Prior to joining Vista, Ms. Lema worked for a number of years at Kirkland & Ellis in its San Francisco office. While at Kirkland, Ms. Lema focused on leveraged acquisitions and divestitures, mergers and acquisitions, equity financings and minority investments. Ms. Lema is a member of the State Bar of California and was recognized on The Legal 500’s GC Powerlist: United States in 2019.

Education

B.A. in Economics and Spanish, University of Pennsylvania, cum laude
J.D., Columbia University, Harlan Fiske Stone Scholar

Pete Fisher joined Vista Credit Partners in 2019 and is a member of the VCP Investment Committee. His primary focus is VCP’s non-sponsored and secondary-market investment opportunities.

Prior to joining Vista in 2019, Mr. Fisher served as Managing Director at PointState Capital LP, where he was responsible for sourcing, initiating and managing distressed or special situations investments in credit and equities with a focus in the technology, telecom and media sectors. Before his time with PointState Capital, Mr. Fisher worked at GSO Capital Partners, Blackstone’s global credit investment platform, where he focused on illiquid and private credit opportunities across multiple fund strategies. Prior to GSO Capital Partners, Mr. Fisher worked at Deutsche Bank in the Leverage Finance Group, and began his career at SPP Capital Partners.

Education

B.A. in Political Economy, Georgetown University

Rohan Ranadive joined Vista Equity Partners in 2022 and is responsible for driving various initiatives across the Finance organization.

Prior to joining Vista, Mr. Ranadive was Chief Financial Officer at Aviditi Advisors, where he managed the company’s Finance and Operations teams. Before Aviditi, he was a Managing Director at TPG, where he spent over a decade leading many of the firm’s strategic initiatives and had oversight of different departments across Finance and the broader Operations organization. Prior to TPG, Mr. Ranadive worked in the advisory practice at Ernst and Young.

Education

B.B.A. in Finance, The University of Texas at Austin
M.B.A., The University of Texas at Arlington

Education

B.A. in International Relations (Political Science and French), Amherst College, magna cum laude

Godfrey Gill joined Vista Equity Partners in 2019 and served as Managing Director on the Capital & Partners Solutions team before joining Vista Credit Partners in 2024. Mr. Gill focuses on engagement and development efforts.

Prior to joining Vista, Mr. Gill served as a Managing Director at Lyrical Partners, LP, where he focused on institutional sales and marketing efforts and a broad cross-section of institutional clients throughout North America. Before his time with Lyrical, Mr. Gill was a Managing Director at Karsch Capital Management, where he served in a variety of roles, including client services, sales, marketing and as a member of the Investment team. Prior to Karsch Capital, Mr. Gill co-founded Keel Capital, an equity long/short investment firm focused on investing in companies in industries undergoing disruptive change, and served as Head of Investment Research.

Outside of his work at Vista, Mr. Gill serves on the Board of Trustees at Howard University and the Board of Advisors for the Francis L. & Edwin L. Cummings Memorial Fund.

Education

B.B.A. in Finance, Howard University
M.B.A., Harvard University

Marybeth Schmitz joined Vista Equity Partners in 2016. In her role, Ms. Schmitz oversees the human resources function for Vista Equity Partners, as well as all firm facilities and the executive assistant program.

Prior to joining Vista, Ms. Schmitz was the Chief Operating Officer at The Boon Group. Before that, she ran human resources at the law firm of Kessler, Topaz, Meltzer & Check in Philadelphia. Ms. Schmitz also ran divisional human resources programs at Morgan Stanley and Bear Stearns in New York City. Ms. Schmitz began her career in recruiting and human resources consulting roles.

Education

B.S. in Political Science, University of Michigan

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 with the firm’s investments in Advicent, Aptean, Bonterra, Finastra, NAVEX Global, P2 Energy Solutions, Poppulo, Solera, Stats Perform, Sunquest Information Systems, The ACTIVE Network, Vivid Seats (NASDAQ: SEAT) 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

Brian W. Steel joined Vista Equity Partners in 2021 and leads the firm’s media relations and strategic communications programs.

Prior to joining Vista, Mr. Steel was Executive Vice President of Public Relations at CNBC, where for 14 years, he was responsible for media relations, internal communications and talent management. Before CNBC, Mr. Steel was Global Head of Corporate Affairs at Citi in the Global Transaction Services business. Prior to Citi, Mr. Steel served in multiple positions in the Clinton Administration, including as a Deputy Assistant Attorney General in the Office of Policy Development at the United States Department of Justice, and as a Domestic Policy Advisor to Vice President Al Gore in The White House. Mr. Steel started his career as an Assistant District Attorney with the Manhattan District Attorney’s Office.

Education

B.A. in Psychology, Boston College
JD, New York Law School

Andy Ugarte joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Ugarte spent over 10 years at Evercore, most recently as Managing Director and Co-Head of the Hong Kong generalist M&A Advisory group. While at Evercore, Mr. Ugarte provided advice to sponsor and corporate clients on complex cross-border M&A transactions, domestic M&A transactions across Southeast Asia and the United States, and GP minority stake sales. Before Evercore, Mr. Ugarte worked at Macquarie Capital, where he served as an Investment and Advisory Professional in the Principal Transactions group in the United States and the Infrastructure Advisory group in Canada.

Education

BCom. in Finance, University of British Columbia
M.B.A., Finance and Entrepreneurial Management, The Wharton School, University of Pennsylvania

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

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

Mr. Hughes is responsible for coverage of VCP’s investments in C2FO, Deepwatch, Housecall Pro, MessageBird and TripActions, among others.

Education

B.A. in Economics, Vanderbilt University

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

John Guay joined Vista Equity Partners in 2023 and is responsible for Vista’s Capital & Partner Solutions engagement and client development efforts throughout Canada and the East Coast of the United States.

Prior to joining Vista, Mr. Guay was a Principal at Park Hill Group, where he was responsible for the distribution of private markets offerings to institutional investors throughout a similar jurisdiction and based in New York. Before his time with Park Hill, Mr. Guay began his career within the Institutional Marketing Group at Lazard Asset Management, focused specifically on corporate plan sponsor and institutional investment consultant coverage.

Education

B.A. in Economics, Wesleyan University

Education

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

Christine Hirt joined Vista Equity Partners in 2018 and served as Manager of Marketing Operations before joining the Capital & Partner Solutions team in 2023. In her current role, Ms. Hirt works across Vista’s capital formation team to advance business operations.

Prior to joining Vista, Ms. Hirt was a Manager at United Airlines, where she worked in marketing project management. Before United, Ms. Hirt served in IT project management office roles at Blue Cross Blue Shield and General Motors.

Education

B.S. in Business, Indiana University

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

Steven White joined Vista Equity Partners in 2014 and sits on the Vista Flagship Funds’ Investment Committee. Mr. White currently sits on the boards of Allvue Systems, Cloud Software Group, Finastra and Infoblox. He was also actively involved with the firm’s investments in Aptean, EagleView, SecureLink and Vertafore. Mr. White was named one of GrowthCap’s Leaders of Growth Investing in 2022 and GrowthCap’s 40 Under 40 Growth Investors in 2021.

Prior to joining Vista, Mr. White worked in the Technology group at TPG Capital. While at TPG, Mr. White focused on growth and buyout investments of software and technology-enabled businesses. Prior to this, Mr. White worked at Moelis & Company where he advised clients on buy-side, sell-side and restructuring transactions in a variety of verticals including software, internet, gaming and media.

Education

B.A. in Business Economics, University of California, Los Angeles, cum laude

Lewis McAlister joined Vista Equity Partners in 2016 and served as Senior Manager of Research before joining the Capital & Partners Solutions team in 2023. In his current role, Mr. McAlister manages the Associate program and is responsible for the enablement of capital formation efforts through data, analytics and operational excellence.

Prior to joining Vista, Mr. McAlister was an Engagement Manager at Gerson Lehrman Group, where he supported primary research for private equity and venture capital clients. Before GLG, Mr. McAlister interned at Carrigan Farms.

Education

B.S. in Economics and Philosophy, Davidson College

Education

B.A. in Business Administration, University of Washington, cum laude

Bill Bindeman joined Vista Public Strategies in 2015. Prior to joining Vista, Mr. Bindeman was the Chief Financial Officer and the Chief Compliance Officer at Union Point Advisors, a technology-focused long/short equity hedge fund.

Prior to joining Union Point Advisors, Mr. Bindeman was the Chief Financial Officer for Cavalry Asset Management, a technology-focused long/short equity hedge fund. In addition, Mr. Bindeman was also the Chief Compliance Officer for approximately five of his 10 years at Cavalry. Prior to joining Cavalry, Mr. Bindeman served as the Manager of Portfolio Operations and Accounting at Bowman Capital, Manager of Portfolio Administration for Bel Air Investment Advisors, Assistant Controller at Strome-Susskind Investment Management and as a Senior Auditor at Coopers & Lybrand, where he was a CPA.

Education

B.A. in Economics, University of California, Los Angeles

Ken Burke joined Vista in 2020 and is the General Counsel and Head of Compliance for Vista Credit Partners. Mr. Burke also serves as General Counsel, Chief Compliance Officer and Secretary for Vista Credit Strategic Lending

Prior to joining Vista, Mr. Burke was Deputy Chief Compliance Officer at TPG Sixth Street Partners (TSSP) and Chief Compliance Officer for TSSP’s broker-dealer and BDC affiliates. Before TSSP, Mr. Burke oversaw the legal and compliance functions for a multibillion-dollar long/short equity hedge fund and was an associate attorney in the Securities Enforcement practice group at Gibson, Dunn & Crutcher. Mr. Burke began his career at the SEC, where he spent more than seven years in the Office of Compliance, Inspections and Examinations. While at the SEC, Mr. Burke was seconded to the U.S. 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

Shannon Bracken joined Vista Equity Partners in 2015 and is currently a member of the private equity Flagship team. Ms. Bracken currently sits on the boards of EagleView, Mindbody, Pipedrive, Pluralsight, Quickbase and Salesloft. She was also actively involved in the firm’s investments in Drift, Finastra, Marketo and Vivid Seats (NASDAQ: SEAT). Ms. Bracken was named one of Buyouts’ 10 Standout Women in Private Equity in 2021.

Prior to joining Vista, Ms. Bracken worked at Perella Weinberg Partners in the Restructuring and General Mergers and Acquisitions group. While at Perella Weinberg, Ms. Bracken worked in verticals including gaming, retail, financial services and energy, among others. These projects included debtor and creditor side restructurings, mergers, acquisitions and other strategic advisory initiatives. Before her time with Perella Weinberg, Ms. Bracken worked at CIBC World Markets in capital markets. Prior to CIBC World Markets, Ms. Bracken worked at RBC Capital Markets.

Education

B.A. in Government, Dartmouth College

Kylie Richards joined Vista Equity Partners in 2022. Ms. Richards focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout the Middle East and Latin America.

Prior to joining Vista, Ms. Richards worked as a Senior Associate at Sun Capital Partners. Before Sun Capital, she was a Senior Associate at Riverstone Holdings, where she focused on investor relations and fundraising. Prior to that, Ms. Richards was an Associate on the investment team at Madison Dearborn Partners. Ms. Richards began her career as an Investment Banking Analyst in the Healthcare group at J.P. Morgan.

Education

B.A. in Economics, Northwestern University

Kristine Jurczyk joined Vista Equity Partners in 2013 as a co-founder of Vista Credit Partners. She assists with managing the firm’s credit platform, raising and structuring the funds’ liabilities and is a voting member of the VCP Investment Committee.

Prior to joining Vista, Ms. Jurczyk served as a Team Leader at Antares Capital (Antares), the former middle-market sponsor finance platform of GE Capital, and was previously at Merrill Lynch Capital prior to its acquisition by Antares. At Antares and Merrill Lynch Capital, she managed all facets of the deal process from origination, underwriting, and structuring, to portfolio management of credit facilities to sponsor-backed companies across a diverse set of industries. Before her time at Merrill Lynch Capital, Ms. Jurczyk worked at Arthur Andersen in the Transaction Advisory Group, performing accounting and financial due diligence analysis on behalf of private equity firms.

Education

B.A. in Accountancy from Gustavus Adolphus College
M.B.A. from the University of Chicago Booth School of Business

Jason Crichfield joined Vista Equity Partners in 2014. Mr. Crichfield is the Senior Vice President, Global Controller for Vista Equity Partners and the Value Creation Team, overseeing the accounting and finance functions.

Prior to Vista, Mr. Crichfield was the Vice President Controller of the San Francisco-based publicly traded REIT BRE Properties from 2008 to 2014. While at BRE, Mr. Crichfield was responsible for all financial and SEC reporting, treasury management, tax compliance and secured lending. Before working with BRE Properties, Mr. Crichfield worked for Ernst & Young in the audit practice.

Education

B.S. in Accounting & Finance, Tulane University
M.S. in Accounting, University of Virginia

Amy Mathews joined Vista Credit Partners in 2021.

Prior to joining Vista, Ms. Mathews spent 14 years at Goldman Sachs, where she was a Vice President in the Technology, Media and Telecom group leading their Venture Capital Coverage effort. Before her time with the investment banking group, Ms. Mathews was in the Global Markets Division where she covered institutional clients including mutual funds, hedge funds and technology-related crossover funds with both public and private investing mandates. Prior to Goldman Sachs, Amy worked at Intel for five years in a variety of sales, marketing and technology manufacturing roles.

Education

B.B.A. in Marketing and Computer Applications, University of Notre Dame

Ashish Shah joined Vista Public Strategies in 2014.

Prior to joining Vista, Mr. Shah was the Co-Founder and Portfolio Manager at First Oak Capital Management, a TMT-focused long/short equity hedge fund. Previously, Mr. Shah was a Principal and Portfolio Manager at Seasons Capital Management, a TMT-focused long/short equity hedge fund. Prior to that, Mr. Shah served as an Analyst at Andor Capital Management and Pequot Capital Management, both diversified global hedge funds. Mr. Shah also previously worked as an Analyst in the Technology Investment Banking group at Credit Suisse First Boston.

Education

B.S. in Economics, The Wharton School, University of Pennsylvania

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

Alexandra Fen joined Vista Credit Partners in 2021.

Prior to joining Vista, Ms. Fen was a Director and Product Specialist on the Opportunistic Credit team at Apollo Global Management, where she was responsible for product development, fundraising and investor relations management. Before her time with Apollo, Ms. Fen was an Investment Banking Analyst at J.P. Morgan, where she worked in the Leveraged Finance group.

Education

B.A. in Mathematics, Finance and French, Washington University in St. Louis

Stephen Foster joined Vista Equity Partners in 2014 and is a member of the private equity Foundation team. Mr. Foster currently sits on the boards of Critical Start, ESO Solutions, LogicMonitor and Naviga, and works with the firm’s investment in Menlo Security. He was also actively involved with the firm’s investments in AGDATA, Aptean, EAB, Mediaocean, Solera and Vertafore.

Prior to joining Vista, Mr. Foster worked at Parthenon Capital Partners, where he focused on executing buyout transactions and working with portfolio companies. Before Parthenon, Mr. Foster worked at Greenhill & Co., where he advised clients across multiple industries on mergers and acquisitions.

Education

B.S. in Management Science and Engineering, Stanford University

Jack Holby joined Vista Credit Partners in 2021.

Prior to joining Vista, Mr. Holby was a Senior Associate at The Carlyle Group, where he worked within Carlyle Illiquid Credit focused on software and technology.

Education

B.S. Mathematics, St. Lawrence University

Juliet Zawedde joined Vista Equity Partners in 2021 and is responsible for Vista’s Capital & Partner Solutions Private Wealth engagement and client development efforts.

Prior to joining Vista, Ms. Zawedde was a Principal and Growth Equity Product Specialist at KKR, where she led capital-raising efforts across the firm’s growth equity and global impact strategies. Before 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 as Co-Chair of the Junior Leadership Board of Sponsors for Educational Opportunity.

Education

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

Linda Ly joined Vista Equity Partners in 2016. Ms. Ly is responsible for managing the accounting and finance operations and financial reporting related to Vista Equity Partners and the Value Creation Team.

Prior to joining Vista, Ms. Ly worked at Franklin Templeton Investments as a Manager of Financial Reporting, where she focused on SEC and global reporting. Before her time with Franklin Templeton Investments, Ms. Ly worked at BRE Properties Inc. as a Manager of Financial Reporting. She started her career at KPMG in the company’s Audit Practice. Ms. Ly is also a licensed CPA (inactive).

Education

B.A. in Business Economics with a minor in Accounting and Asian American Studies, UCLA

Charles Guan joined Vista Equity Partners in 2009. Mr. Guan is a Senior Vice President in the Flagship Fund. He is responsible for leading strategy and operations in the areas of sourcing, investment and diligence processes, portfolio management, monetizations and Flagship team development.

Mr. Guan currently serves on the boards of Jamf (NASDAQ: JAMF), Stats Perform and TripleLift. He was also actively involved with the firm’s investments in Aderant, Lanyon, Mediaocean, MRI Software, P2 Energy Solutions, SumTotal Systems and TransFirst.

Education

B.S. in Biomechanical Engineering, Stanford University

Katherine Bessey joined Vista Equity Partners in 2021. Ms. Bessey works with Vista’s investor base on co-investment and direct investment opportunities across investment strategies.

Prior to joining Vista, Ms. Bessey was an Analyst at Sixpoint Partners, where she was responsible for project management of the firm’s private equity mandates. Before Sixpoint, Ms. Bessey was an Investment Banking Analyst at Barclays for the technology, media and telecom sectors on the Debt Capital Markets team.

Education

B.A. in Economics, Cornell University

Aaron Gupta joined Vista Equity Partners in 2014 and is a member of the private equity Foundation team. Mr. Gupta currently serves on the boards of ARCOS, FLASH and Poppulo. He was also actively involved with the firm’s investments in Allocate, Bullhorn, Lone Wolf, Main Street Hub, PowerSchool (formerly NYSE: PSWC), Regulatory DataCorp (RDC), Tomia and Upserve. From 2019 to 2020, Mr. Gupta worked directly for the management team at LogicMonitor as Director of Value Engineering, where he helped build out the company’s sales enablement and value-selling capabilities.

Mr. Gupta was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2023.

Before joining Vista, Mr. Gupta was a middle market private equity investor at Irving Place Capital and an M&A banker at Greenhill & Co., where he advised clients on mergers and acquisitions across a variety of industries.

Education

B.A. in Finance and Economics, Stern School of Business, New York University, magna cum laude
M.B.A., The Wharton School, University of Pennsylvania

Chris Murphy joined Vista in 2020 and is a Vice President of Legal and Portfolio Management.

Prior to joining Vista, Mr. Murphy served as General Counsel at Vista portfolio company Bonterra (formerly Social Solutions), where he was responsible for all legal, compliance and contract functions globally. Before his time with Bonterra, Mr. Murphy led the global legal and compliance teams at E2open. Prior to E2open, Mr. Murphy worked at Volusion as Assistant General Counsel and as an attorney at Dell. Mr. Murphy is a member of the State Bar of Texas.

Education

B.A. in Business Administration, The University of Texas
M.B.A. in International Business, Babson College, magna cum laude
J.D., The University of Texas School of Law, with honors

Lucy Neugart joined Vista Equity Partners in 2019 and leads the firm’s marketing communications, events and marketing technology functions.

Prior to joining Vista, Ms. Neugart worked as an independent consultant, advising companies in technology and other sectors on public relations and marketing initiatives. Before her role as an independent consultant, Ms. Neugart was a Principal at Sard Verbinnen & Co., where she provided strategic communications counsel to senior management at a range of organizations, from large public companies to small technology startups and private equity firms.

Education

L.L.B. in Law with American Law, University of Nottingham and The University of Texas at Austin

Colin Rakita joined Vista Equity Partners in 2017. Mr. Rakita is responsible for the structuring of transactions across all of the Vista product lines. He is also responsible for tax compliance for the Vista funds, including global information reporting.

Prior to joining Vista, Mr. Rakita worked in the New York and San Francisco asset management practices at PricewaterhouseCoopers (PwC). While at PwC, Mr. Rakita worked with private equity, hedge fund, regulated investment companies and business development corporations on tax consulting and compliance projects.

Education

B.S. in Business Administration, The Ohio State University

Fiona Rees joined Vista Equity Partners in 2015. Ms. Rees manages fund operations for Vista’s private equity funds.

Prior to joining Vista, Ms. Rees worked at VMG Partners as the Controller and was responsible for the financial operations and reporting for the investment funds. Prior to joining VMG Partners, Ms. Rees worked at Deloitte & Touche as a Senior Tax Consultant specializing in financial services. Ms. Rees is also a licensed CPA (inactive).

Education

B.S. in Economics and Communications, UC Davis

Henry Low joined Vista Equity Partners in 2023.

Prior to joining Vista, Mr. Low was a Senior Associate at Evercore in the Hong Kong Generalist M&A Advisory group, where he focused on the origination and execution of M&A, capital raising and capital markets transactions and was responsible for leading the coverage of key financial sponsors and corporate clients in the region. Before Evercore, Mr. Low was an Assistant Manager at Maybank Investment Bank, where he worked on the Mergers & Acquisitions team.

Education

B.Bus. in Accounting, Banking and Finance, Monash University

Olga Kaplan joined Vista Equity Partners in 2021 and is a member of the private equity Endeavor team. Ms. Kaplan currently sits on the boards of Fusion Risk Management, Jebbit and Mabl.

Prior to Vista, Ms. Kaplan spent 11 years at the Goldman Sachs Group, where she was a Vice President on the GS Growth team, focused on leading equity investments into high-growth software and internet companies. Additionally, she served as lead investor for Launch with GS, Goldman’s initiative to invest in companies and investment managers with diverse leadership. Ms. Kaplan started her career at Goldman Sachs in the firm’s investment banking division.

Education

B.A. in Economics and Mathematics, Washington University in St. Louis, summa cum laude
M.S. in Finance, Washington University in St. Louis

Nancy Whalen joined Vista Equity Partners in 2017. Ms. Whalen is responsible for all aspects of human capital management for employees of Vista Credit Partners and the Value Creation Team, including setting talent strategy, recruiting, employee engagement and performance management.

Prior to joining Vista, Ms. Whalen was a Vice President at Goldman Sachs, serving as lead Human Resource Business Partner for Enterprise Operations. Before her time with Goldman Sachs, Ms. Whalen served as a senior member of the people analytics team at McKinsey & Company, led recruiting communications at AIG and held Human Resources research and consulting roles at CEB (now Gartner).

Education

B.S. in Industrial and Labor Relations, Cornell University
M.B.A., Stephen M. Ross School of Business, University of Michigan

Derek Klomhaus joined Vista Equity Partners in 2015 and is a member of the private equity Foundation team. Mr. Klomhaus currently sits on the boards of Granicus, Power Factors and TigerConnect, and works with the firm’s investment in Tribute Technology. He was also actively involved with the firm’s investments in Greenway Health, Infoblox, Mindbody, PowerSchool (NYSE: PWSC), The ACTIVE Network, Wrike, Xactly and Zego (Powered by PayLease).

Prior to joining Vista, Mr. Klomhaus worked at Credit Suisse in the Healthcare Investment Banking group. While at Credit Suisse, Mr. Klomhaus advised clients in the biotechnology and pharmaceuticals sectors. These projects primarily included mergers, acquisitions, equity and debt offerings, and other strategic advisory initiatives.

Education

B.S. in Business Administration, Haas School of Business, University of California, Berkeley

Brian Loring joined Vista Equity Partners in 2011 and is a member of the private equity Foundation team. Mr. Loring currently sits on the boards of AlertMedia, BetterCloud, Khoros, Kibo, Monetate and Sonatype and is an active board observer for Trintech. He was also actively involved in Vista’s investments in Lone Wolf, Mitratech, PeopleAdmin, SumTotal and Zego (Powered by PayLease).

Prior to joining Vista, Mr. Loring worked at Riverside Resources, a commercial real estate firm, where he focused on the 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, The University of Texas at Austin

Sam Payton joined Vista Equity Partners in 2015 and is a member of the private equity Flagship team. Mr. Payton currently serves on the boards of Cvent (NASDAQ: CVT), EAB and PlanSource, and works closely with the firm’s investments in Alegeus, Jio and Xactly. He was also actively involved in the firm’s investment in Aspira.

Before joining Vista, Mr. Payton worked at Odyssey Investment Partners, where he focused on middle-market buyout investments across a range of sectors. Prior to Odyssey, Mr. Payton worked at Bank of America Merrill Lynch as an Associate in the Financial Sponsors Group.

Education

B.A. in Economics, Duke University
M.B.A., The Fuqua School of Business, Duke University

Nick Prickel joined Vista Equity Partners in 2012 and is currently a member of the private equity Flagship team. Mr. Prickel helps lead Vista’s partnerships with Applause, Gainsight, iCIMS, Jamf (NASDAQ: JAMF), KnowBe4 (NASDAQ: KNBE), LucidChart, SmartBear and Solera, and he currently sits on the boards of Applause, Gainsight, iCIMS and SmartBear. He has also previously spent time with Vista’s investments in Aderant, Advanced, Aptean, BigMachines, Bonterra and Granicus. From 2015 to 2016, Mr. Prickel worked directly for the management team at Aptean as Director of Strategic Operations, where he led their sourcing and integration of seven add-on acquisitions. Mr. Prickel was named one of GrowthCap’s Leaders of Growth Investing in 2022 and GrowthCap’s 40 Under 40 Growth Investors in 2021.

Since 2022, Nick has held the role of Staffer, where he has managed the staffing and personnel development of the 60+ analysts, associates and senior associates on the private equity team.

Prior to joining Vista, Mr. Prickel worked at Rothschild in New York as an Investment Banking Analyst.

Education

B.S. in Biomedical Engineering and Economics, Washington University in St. Louis, summa cum laude

Nicolas Stahl joined Vista Equity Partners in 2012 and is a member of the private equity Flagship team. Mr. Stahl currently sits on the boards of Advanced and Cvent (NASDAQ: CVT) and works with the firm’s investment in PowerSchool (NYSE: PWSC). He was also actively involved with the firm’s investments in Active Network, MINDBODY, Numerator and SumTotal.

Prior to joining Vista, Mr. Stahl worked at Financial Technology Partners in San Francisco. While at Financial Technology Partners, Mr. Stahl advised clients on buy-side, sell-side and recapitalization transactions in a variety of verticals, including software, insurance, healthcare, capital markets and payments.

Education

B.S. in Finance, Daniels College of Business, University of Denver
M.S. in Finance, Daniels College of Business, University of Denver
Chartered Financial Analyst (CFA) Charterholder

Jessica Cash joined Vista Equity Partners in 2017 and serves as Operating Senior Vice President on the private equity Endeavor team. Ms. Cash partners with management teams of emerging, high-growth businesses – working to accelerate market leadership, deliver unparalleled value to customers and unlock the potential of company employees. Before joining the Endeavor team, Jessica led Vista Consulting Group’s GTM practice. Ms. Cash currently sits on the boards of iN2L, Kazoo, OfficeSpace, RadarFirst, WorkTango and Zapproved.

Prior to Vista, Ms. Cash spent 14 years at CEB, now Gartner, as Head of Sales & Marketing Solutions New Product Development where she designed, launched and sold professional services products related to go-to-market. Ms. Cash also served as an advisor to CEB Ventures, a program designed to explore and invest in the bleeding edge of technology.

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

Khalida Ali joined Vista Equity Partners in 2019. Ms. Ali is responsible for developing and delivering the diversity and inclusion strategy and initiatives for Vista Equity Partners. Ms. Ali was named to PEI’s Future 40 Leaders in 2022 and Mergers & Acquisitions’ Private Equity Leaders in Diversity, Equity and Inclusion in 2021.

Prior to joining Vista, Ms. Ali worked at Zendesk as Head of Diversity and Inclusion, where she was responsible for building inclusive and equitable business practices across 15 international offices. Before her time with Zendesk, Ms. Ali was Vice President and Chief of Staff for Bank of America’s Global Head of Campus Recruiting and Junior Talent Management, where she established operational, business management and budgetary procedures for a global team. Prior to Bank of America, Ms. Ali was a Manager of Diversity Analytics at NBCUniversal, where she focused on developing company-wide and business unit specific diversity and inclusion strategies by leveraging workforce analytics and industry trends. Ms. Ali began her career at Morgan Stanley.

In addition to her work at Vista, Ms. Ali sits on the boards of Friends of the Children Austin and The Urban Assembly.

Education

B.A. in Economics, Spelman College, magna cum laude

Christopher Johnson joined Vista Equity Partners in 2015 and is a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Previously, Mr. Johnson was a Managing Director for OneVista and was responsible for operationalizing and scaling strategy. Before OneVista, Mr. Johnson led the firm’s Value Creation practice and was Head of Operations for Vista Consulting Group.

Prior to joining Vista, Mr. Johnson was a Principal at BCG, where he led large, strategic transformation initiatives. Before his time at BCG, 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

Andrew Alea joined Vista Equity Partners in 2013 and is a member of the private equity Flagship team. Mr. Alea currently works with the firm’s investments in Apptio, Bonterra, CentralSquare, Cloud Software Group, Jio, Tribute Technology and Olive.AI. He was also actively involved with the firm’s investments in Fusion Risk Management, TransFirst, Vertafore and Zego (Powered by PayLease).

Prior to joining Vista, Mr. Alea worked as an intern at Grosvenor Capital Management. Before his time with Grosvenor, Mr. Alea worked as an intern at the U.S. House of Representatives.

Education

B.B.A. in Finance and Political Science, University of Notre Dame

Allyson Estey joined Vista Equity Partners in 2017 and is a member of the private equity Flagship team. Ms. Estey currently works with the firm’s investments in Infoblox, Pipedrive, Quickbase and Xactly. She was also actively involved with the firm’s investments in COMPLY and DealerSocket.

Prior to joining Vista, Ms. Estey worked at Goldman Sachs in the Technology, Media and Telecommunications group, where she worked on mergers, acquisitions advisory, raising debt for acquisitions, dividend recapitalizations and other activities across the software, cable and telecommunications verticals.

Education

B.A. in Business Administration, Richard Ivey School of Business, University of Western Ontario, with honors

Alan Glass joined Vista Equity Partners in 2018 and is a member of the private equity Flagship team. Mr. Glass currently works with the firm’s investments in Acquia, Alegeus, Cloud Software Group and KnowBe4 (formerly NASDAQ: KNBE). He was also actively involved with the firm’s investments in AlertMedia, COMPLY, SecureLink and Wrike.

Prior to joining Vista, Mr. Glass worked as an Associate at J.P. Morgan in the Mergers and Acquisitions Group. Before his time with J.P. Morgan, Mr. Glass worked as an Analyst covering hedge fund strategies at Sail Advisors Ltd.

Education

B.S. in Economics, Trinity College, with honors
M.B.A., Concentration Finance, Accounting, and Strategic Management, University of Chicago

Kyle Henderson joined Vista Equity Partners in 2016 and is a member of the private equity Flagship team. Mr. Henderson currently works with the firm’s investments in PlanSource and Salesloft. He was also actively involved with the firm’s investments in Apptio, Aptean, Allocate, Datto (formerly NYSE: MSP), EAB, ESO Solutions, Numerator and SecureLink.

Prior to joining Vista, Mr. Henderson worked at Accel Partners, a venture capital and growth equity firm based in Palo Alto, where he served on the investment team.

Education

B.A. in Mechanical Engineering Sciences, Harvard University, cum laude

Ann Mathews-Pereira joined Vista Equity Partners in 2021 and is a member of the private equity Foundation team. She was actively involved with the firm’s investment in AGDATA.

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

Ryan McMorrow joined Vista Equity Partners in 2021 and is a member of the private equity Endeavor team. Mr. McMorrow currently works with the firm’s investments in BigTime, Gatekeeper and Resilinc. He was also actively involved with the firm’s investment in Jebbit.

Prior to joining Vista, Mr. McMorrow was a Vice President at TVC Capital, where he focused on growth investments in software and technology-enabled businesses. Before his time at TVC Capital, he served as Chief of Staff to the CEO of Micro Focus (NYSE: MFGP), one of the world’s largest pure-play software companies. Prior to Micro Focus, Mr. McMorrow worked as an Investment Banking Associate at Goldman Sachs & Co. Mr. McMorrow began his career as a Naval Officer in the United States Navy.

Education

B.S. in Aeronautical Engineering, United States Naval Academy
M.B.A. in Finance and Entrepreneurial Management, The Wharton School, University of Pennsylvania

Education

B.S. in Finance, The Ohio State University, summa cum laude

Education

B.B.A. in Finance, The George Washington University, magna cum laude

Blair Ohman joined Vista Equity Partners in 2020 and is a member of the private equity Flagship team. Mr. Ohman currently works with the firm’s investments in Advanced, Allvue, Applause and EagleView. He was also actively involved with the firm’s investments in ARCOS, Cvent (NASDAQ: CVT) and Gainsight. 

Prior to joining Vista, Mr. Ohman worked at Citadel Global Equities and Silver Lake Partners, where he focused on investing in technology and technology-enabled companies across the private and public markets. Prior to Silver Lake Partners, he worked at Greenhill & Co. where he advised clients on mergers, acquisitions and restructurings across a variety of industries including technology, consumer and energy. 

Education

B.B.A. in Finance and Business Honors, The University of Texas at Austin

Education

B.A. in Economics, Bowdoin College

Vinay Shah joined Vista Equity Partners in 2016 and is currently a member of the private equity Foundation team. Mr. Shah currently sits on the board of TigerConnect and is actively involved in the firm’s investments in Bonterra and Sonatype. He was previously involved in the firm’s investments in Jamf (NASDAQ: JAMF), Solera and Upserve.

Prior to joining Vista, Mr. Shah worked at Barclays in the Power and Utilities investment banking group. While at Barclays, Mr. Shah advised clients across the utility and renewable energy sectors. These projects primarily included mergers, acquisitions, equity and debt offerings, and other strategic advisory initiatives.

Education

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

Education

B.S. in Economics, University of Pennsylvania

Dan Sullivan joined Vista Equity Partners in 2014 and is 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 Khoros, Poppulo and TRG Screen. He was also actively involved with the firm’s investments in Aptean, Lone Wolf and RDC.

Education

B.S.B.A. in Finance, Georgetown University

Rodrigo Serna joined Vista Credit Partners in 2023.

Prior to joining Vista, Mr. Serna was most recently a Principal at Oak Hill Advisors, where he underwrote and maintained private credit and equity investment opportunities in infrastructure, real assets and real estate. Before Oak Hill, Mr. Serna was a Senior Associate at Citadel, where he worked in technology public equities focusing on software.

Education

B.S. in Electrical Engineering, University of Illinois at Urbana-Champaign

Education

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

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

Mauro Bonugli joined Vista in 2017. As Managing Director, Mr. Bonugli leads the OneVista partnership with limited partners globally and is responsible for operationalizing and scaling OneVista with infrastructure, processes and systems. Before OneVista, Mr. Bonugli was Vista’s Deputy CTO and a senior leader in the firm’s Product and Technology Value Creation team.

Prior to joining Vista, Mr. Bonugli served as an Advisor for Warburg Pincus, McKinsey & Company and SER, an HR management solutions company based in Brazil. Before his advisory roles, Mr. Bonugli was Director of Private Equity Consulting at RSM. His previous positions also include Vice President of the Resources Group at General Atlantic and Vice President for the Office of the CIO at Credit Suisse.

Education

B.S. in Computer Sciences, Universidade Sao Francisco, Brazil
M.B.A, Gabelli School of Business, Fordham University

Brian Gibson joined the Value Creation Team in 2020. Mr. Gibson leads the OneVista partner strategy and engagement across all Vista portfolio companies with key advisors, consultancies, system integrators and platform organizations globally.

Prior to joining Vista, Mr. Gibson served as Senior Vice President of Ecosystems and Alliances at Misys (now Finastra), a Vista company, where he was responsible for the development and management of Finastra’s ecosystem globally. Mr. Gibson has worked in the software and consulting industry for more than 25 years in a variety of sales and partner leadership roles at Accenture, Siebel Systems and Oracle. Mr. Gibson has served on the Girls Day School Trust Academy Board and held various governor and chair positions.

Education

BSc Honours in Computing and Operational Research, Leeds Beckett University

Amanda Tyson joined Vista Equity Partners in 2019 and is a member of the private equity Flagship team. Ms. Tyson currently works with the firm’s investments in Klarna, Securonix, SmartBear and Solera. She was also actively involved with the firm’s investments in Aptean, Eagleview and Sonatype.

Prior to joining Vista, Ms. Tyson worked at Citigroup, where she primarily advised on mergers and acquisitions and tailored equity and interest rate solutions for institutional and corporate clients.

Education

B.A. in Economics, Yale University
M.B.A., Harvard Business School, with Distinction and Dean’s Award

Brooke Ferguson joined Vista Equity Partners in 2021 and is responsible for content planning and strategy.

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

Mark Wenden joined Vista Equity Partners in 2016 and is a member of the private equity Endeavor team. He currently sits on the board of BlueConic and works with the firm’s investments in Dispatch and LifeLoop (formerly iN2L). Mr. Wenden was also actively involved with the firm’s investments in Allvue, Datto (formerly NYSE: MSP), Finastra, Naviga, Schoox and Zapproved.

Prior to joining Vista, Mr. Wenden worked at Evercore Partners in Menlo Park in the Technology Mergers and Acquisitions group. While at Evercore Partners, Mr. Wenden advised financial sponsors and strategic clients in the software, infrastructure and internet sectors.

Education

B.B.A. in Finance and Business Honors, The University of Texas at Austin, with high honors

Zubin Nagpal joined Vista Equity Partners in 2022 and is currently a member of the private equity Foundation team. Previously, Mr. Nagpal was with Vista Consulting Group, where he served as Director of Value Creation, partnering with management teams on transforming the operations of AlertMedia, Aptean, Kibo, Sonatype and Zego (Powered by PayLease).

Prior to joining Vista, Mr. Nagpal was Senior Engagement Manager at McKinsey & Company, where he served technology, media and telecom clients on various topics, including large-scale turnarounds and operational transformations. Before McKinsey, Mr. Nagpal was Co-Founder and Vice President of Operations at Home Lending Source. Before Home Lending Source, he was an Associate at Nine Rivers Capital based in Mumbai.

Education

B.S. in Industrial Engineering, University of Michigan
M.B.A., NYU Stern School of Business

Dennis Grace joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Grace was an Associate at Morgan Stanley in the Technology Capital Markets group, where he advised and executed on transactions for technology companies across software, internet, e-commerce and semiconductor subsectors. Before Morgan Stanley, Mr. Grace was an Associate at Nomura Securities, where he worked in the Industrials group within the Investment Banking division.

Education

B.B.A. in Finance, Villanova University, with honors

Jenna Sleefe joined Vista Equity Partners in 2023 and is a member of the private equity Foundation team. Ms. Sleefe leads the Foundation Fund’s business development strategy with the senior leadership team and is focused on investing in mid-market enterprise software businesses.

Prior to joining Vista, Ms. Sleefe was Director of Business Development at Francisco Partners, where she was responsible for pipeline management and executing M&A investments in software and technology. Before Francisco Partners, Ms. Sleefe was a Software Investor at K1 Investment Management, where she led and expanded the firm’s sourcing activity for buyout investments in B2B and enterprise software. Before her time with K1, Ms. Sleefe was Chief Compliance Officer and Director of Acquisitions and Integration at Internet Brands, focusing on technology and media investments during the KKR and Hellman & Friedman investment periods.

Education

B.A. in Public Relations, Hofstra University, magna cum laude
J.D., Southwestern Law School, magna cum laude

Charlotte Cipolletti joined Vista Equity Partners in 2022.

Prior to joining Vista, Ms. Cipolletti was Director of Impact Investments at CapShift, where she managed the sourcing and due diligence of compelling impact investments on behalf of family offices, donor-advised funds and foundation limited partners. Prior to CapShift, Charlotte was a Portfolio Manager at DWS Investments, where she specialized in managing domestic, international and emerging market ESG and currency-hedged index funds.

Education

B.A. in Sustainable Development, Columbia University

Education

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

Grace Guenther joined Vista Equity Partners in 2023.

Prior to joining Vista, Ms. Guenther was an Investment Banking Analyst at Credit Suisse, where she was responsible for managing the execution of equity offerings across public and private capital markets.

Education

B.A. in Media Studies, The University of Virginia

Rares Barbu joined Vista Equity Partners in 2019 and is a member of the private equity Endeavor team. Mr. Barbu currently works with the firm’s investments in Alegeus, BigTime, Innovapptive and TripleLift. He was actively involved with the firm’s investments in AlertMedia, Bonterra, LifeLoop (formerly 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

Elizabeth Carter joined Vista Equity Partners in 2020 and is a member of the private equity Flagship team. Ms. Carter currently works with the firm’s investments in Duck Creek Technologies, Mindbody and Xactly. She was also actively involved with the firm’s investments in Allvue and ARCOS. 

Prior to joining Vista, Ms. Carter worked as an Investment Banking Senior Analyst in the Global Industrials group at Citigroup, where she advised on a broad suite of transactions with a focus on transportation, infrastructure and diversified industrial companies. 

Education

B.B.A. in Finance and International Business, University of Georgia, cum laude
B.A. in French, University of Georgia, cum laude

Adam Greene joined Vista Equity Partners in 2018 and is a member of the private equity Foundation team. Mr. Greene currently works with the firm’s investments in Critical Start, ESO Solutions, Kibo, LogicMonitor and StarRez. He was also actively involved with the firm’s investments in Advicent and Datto (formerly NYSE: MSP).

Prior to joining Vista, Mr. Greene worked as a Financial Analyst at Guttridge Capital Management, a financial advisory firm in Annapolis.

Education

B.S. in Finance & Information Systems, University of Maryland Honors College, magna cum laude
M.S. in Quantitative Finance, Concentration in Asset Management & Risk Management, University of Maryland

Education

B.S. in Mechanical Engineering, Georgia Institute of Technology, with high honors
B.B.A. in Finance, Goizueta Business School, Emory University, with highest distinction

Broderick Kelley joined Vista Equity Partners in 2018 and is a member of the private equity Foundation team. Mr. Kelley currently works with the firm’s investments in Granicus, Poppulo and Power Factors. He was also actively involved with the firm’s investments in 7ParkData, Advanced and Schoox.

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

Pavan Mahtani joined Vista Equity Partners in 2024 and is a member of the private equity Endeavor team. Mr. Mahtani currently works with the firm’s investment in LifeLoop.

Prior to joining Vista, Mr. Mahtani was Chief of Staff to the CEO and the GM of New Businesses at Veho, a crowdsourced last-mile delivery business. Prior to joining Veho, Mr. Mahtani was a Senior Associate at Vista Equity Partners, where he was actively involved with the firm’s investments in Advanced, iCIMS, Khoros, Naviga and Pluralsight.

Education

B.S. in Finance and Accounting, New York University, summa cum laude

Mike McMullan joined Vista Equity Partners in 2018 and is a member of the private equity Endeavor team. Mr. McMullan currently works with the firm’s investments in BlueConic, Jebbit and RadarFirst. He was also actively involved with the firm’s investments in Benchmark Gensuite, Fusion Risk Management, iCIMS, Jio, Lone Wolf, Mindbody, OneAdvanced and Pluralsight.

Prior to joining Vista, Mr. McMullan coached the wrestling teams at Northwestern University and the University of Pennsylvania.

Education

B.S. in Political Science and Journalism, Northwestern University
M.P.A. in Finance, University of Pennsylvania

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

Annie Meyjes joined Vista Equity Partners in 2018 and is a member of the private equity Flagship team. Ms. Meyjes currently works with the firm’s investments in Acquia, CentralSquare and Pluralsight. She was also actively involved with the firm’s investments in Apptio, Cloud Software Group, MedTrainer, SecureLink, Tribute Technology and Wrike.

Prior to joining Vista, Ms. Meyjes worked at the Goldman Sachs Group in the Securities division.

Education

B.A. in Economics, Harvard University, cum laude

Ryan Crabtree joined Vista Credit Partners in 2018.

Prior to joining Vista, Mr. Crabtree worked as a Lead Financial Analyst at GE Capital in the Industrial Finance group, as well as completed GE’s Financial Management Program.

Education

B.B.A. in Finance and Economics, University of Iowa

Humayra Kabir joined Vista Credit Partners in 2019.

Prior to joining Vista, Ms. Kabir served as a Junior Associate at Octagon Credit Investors, where she focused on the software and business services sectors. Before her time with Octagon, Ms. Kabir worked at Bank of America Merrill Lynch as an Investment Banking Analyst.

Education

B.S. in Economics with concentrations in Finance and Statistics, The Wharton School, University of Pennsylvania

William Sitzman joined Vista Equity Partners in 2021. Mr. Sitzman currently works with the firm’s investments in Salesloft and Securonix, and was previously involved with the firm’s investments in AGDATA, TRG Screen and Zapproved.

Prior to joining Vista, Mr. Sitzman was a Private Equity Analyst at K1 Investment Management, where he focused on minority and control investments in enterprise software.

Education

B.B.A in Finance, Loyola Marymount University, cum laude

TJ Veech joined Vista Equity Partners in 2020 and is currently a member of the private equity Endeavor team.

Prior to joining Vista, TJ worked at True Wind Capital, a technology-focused private equity firm. Prior to True Wind, TJ worked at William Blair & Company in the Technology Investment Banking group.

Education

B.S. in Accountancy, University of Illinois at Urbana-Champaign

Robert F. Smith is Vista’s Founder, Chairman and CEO. He directs Vista’s investment strategy and decisions, governance and investor relations. Mr. Smith sits on the Investment Committees for Vista’s Flagship, Foundation, Endeavor and Perennial 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 Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Vista currently manages equity assets under management of over $100 billion and oversees a portfolio of more than 85 enterprise software, data and technology-enabled companies that employ over 98,000 people worldwide. Since Vista’s inception, Mr. Smith has supervised over 600 completed transactions representing more than $300 billion in aggregate transaction value.

Read More About Robert F. Smith

Education

B.S. in Chemical Engineering, Cornell University
MBA, Concentration in Finance and Marketing, Columbia Business School

Javier Borjas joined Vista Equity Partners in 2022.

Prior to joining Vista, Mr. Borjas was an Associate at RBC Capital Markets in the Mergers and Acquisitions group.

Education

B.S. in Finance, St. John’s University

Mimi Messawer joined Vista Credit Partners in 2019.

Prior to joining Vista, Ms. Messawer served as an Analyst in the Global High Yield group at Barings, where she focused on the Industrials sector.

Education

B.B.A. in Finance, Terry College of Business, University of Georgia