Founding Partner, Riverside Capital Appreciation Fund (RCAF) (January 2020 - April 2024)Fund Manager and Co-Fund Manager roles, RCAF (September 2007-December 2019)Investment Partner, RCAF (June 2001-September 2007) - Started Riverside’s Dallas office in 2001, and advanced to manage and co-manage RCAF for 12 years. - Built RCAF team to 42 investing and operating professionals.- Led fundraising in Fund Manager/Co-Fund Manager roles.- Ensured funds were invested strategically and provided deep operating, investing and transaction expertise to portfolio companies.- During my leadership tenure, RCAF held 74 companies which generated a strong gross cash on cash and IRR.

Member, RCAF Investment Committee, 2001 to 2024Member, Riverside Investment Council, 2015 to 2024Member, Riverside Cabinet, 2015 to 2024Held Board Chair, Director and Committee roles at 11 companies guiding investing, acquisitions, operational improvements, succession planning and more. Select Riverside Directorships:• Director (2016-2021), Arrowhead Engineered Products, a $500 million omni-channel distributor of aftermarket parts for small motors. Involved in planning and implementing leadership succession. • Director (2007-2011), Media Source, library selection services for the education market. Chair, Board of Directors, and Chair, Compensation Committee. Sales team development and systems upgrades.• Director (2006-2008), Crisis Prevention Institute, a provider of training services used to defuse crisis situations. Chair, Board of Directors, and Chair, Compensation Committee. Leadership team development and CEO succession. International add-on acquisition.• Director (2005-2011), Sentinel Products, a provider of chemical solutions. UK-based carve out from GE. Stand up of independent company with need for all systems development. • Director (2002-2006), CapRock Services Corporation, a provider of satellite communications services used primarily in remote locations. Chair, Compensation Committee. Executed on geographic expansion, add-on acquisition from Halliburton and corporate relocation.

- Actively participated on the Board of Directors of ten portfolio companies.- Supervised management of 76 company purchased portfolio, with 72 fully exited by 1999.- Managed Southwest mezzanine and equity investment activities.- Supervised investment in 32 companies with strong IRR. - Personally responsible for ten private equity and mezzanine investments.- Grew investment team to 7 professionals with focus on teamwork, entrepreneurship, creativity and profit.- Produced annual budgets and cash flow forecasts for senior management of Banc One Capital Markets.