Our Team

We collaborate with talented executives to build great businesses.

Steven Wacaster

Managing PartnerMember of IC

Managing Partner
Member of Investment Committee

Mr. Wacaster sets the firm’s strategic direction and oversees the investment and portfolio management activities of the firm. Prior to founding Warren Equity Partners, Mr. Wacaster was a partner at Pegasus Capital Advisors and worked in the Financial Sponsors investment banking group at Credit Suisse.

Mr. Wacaster earned a B.S.B.A at the University of North Carolina. He also holds an MBA from the Darden School of Business at the University of Virginia.

Office: Jacksonville Beach

Scott Bruckmann

PartnerMember of IC

Partner
Member of Investment Committee

Mr. Bruckmann oversees the investment and portfolio management activities of the firm. Prior to Warren Equity, Mr. Bruckmann was with Pegasus Capital Advisors, a New York-based middle market private equity firm with over $2 billion under management, where he managed investments in portfolio companies across three funds. Prior to Pegasus, Mr. Bruckmann worked in the Investment Banking Division of Credit Suisse Securities (USA) LLC.

Mr. Bruckmann earned a B.A. from the University of Michigan.

Henrik Dahlback

Partner, CCOMember of IC

Partner, CCO
Member of Investment Committee

Mr. Dahlback evaluates and structures investment opportunities, leads the debt financing activities of the portfolio companies and manages the administration of the investment funds. Prior to Warren Equity, Mr. Dahlback worked in investment banking at Royal Bank of Canada, Merrill Lynch and Morgan Stanley where he primarily focused on originating and executing leverage finance transactions across multiple industries including Energy & Power, Infrastructure and General Industrials.

Mr. Dahlback earned a B.S. in Economics from the School of Foreign Service at Georgetown University. He also holds an MBA from the Darden School of Business at the University of Virginia.

Office: (904) 746-7024

Office: Jacksonville Beach

Carl Johnson

Partner, Head of Operations

Partner, Head of Operations

Mr. Johnson overseas the Operations Group for the firm and is responsible for working with the portfolio companies and their leadership teams. Prior to Warren Equity Mr. Johnson led multiple businesses at Fortune 100 multinational conglomerate Honeywell. He served at the President of Honeywell Industrial Safety, President of Honeywell Analytics, and President of Commercialization for Honeywell Building & Technology.

Mr. Johnson earned his Master of Business Administration from the University of Houston.

Andy Miller

Partner, COOMember of IC

Partner, COO
Member of Investment Committee

Mr. Miller establishes and manages processes within the firm key to its strategic direction. Prior to joining Warren Equity Partners, Mr. Miller was a managing director and partner at William Blair, where he established and led that firm’s Commercial Services practice. Prior to William Blair, Mr. Miller worked in the Industrials practice of Merrill Lynch and the Strategy practice of A.T. Kearney.

Mr. Miller earned a B.S.B.A in accountancy from Miami University and an MBA with concentrations in analytic finance and accounting from the University of Chicago.

Office: Jacksonville Beach

Mark Bilali

Principal

Principal

Mr. Bilali is responsible for leading investment transactions and managing portfolio companies. Mr. Bilali has over 9 years of investment experience in the energy and infrastructure markets. Previously, he was with EIG Global Energy Partners, a Washington DC based institutional asset manager with over $20 billion under management. Prior to joining EIG, Mr. Bilali worked in the Financial Sponsors Group at Credit Suisse.

Mr. Bilali earned a B.S. from Dickinson College and a M.S. in Finance from the University of Rochester.

Office: (212) 624-2793

Office: New York

Lia Bosma

VP, Operations Integration

VP, Operations Integration

Ms. Bosma is responsible for conducting operational due diligence and driving operational integration initiatives into Warren Equity Partners' portfolio companies. She has over eight years of experience in operations and integration programs, and has led cross-functional, global teams in growth-stage companies across multiple lower- and middle-market industries. Her focus is on operational excellence, lean programs, and applying value-stream mapping to enable portfolio companies to achieve their full value through continuous improvement. Ms. Bosma earned an MBA from the University of North Carolina - Chapel Hill and an MA and a BA from the University of Chicago.

Office: Jacksonville Beach

Walker Brown

Associate

Associate

Mr. Brown is responsible for evaluating and executing investment transactions and managing portfolio companies. Previously, he was with VRA Partners, an Atlanta-based boutique investment bank.

Mr. Brown earned a B.S. in Accounting and Business Administration from the Williams School of Commerce, Economics and Politics at Washington and Lee University.

Office: (212) 624-2796
Office: New York

Josh Bucher

Senior Associate

Senior Associate

Mr. Bucher is responsible for evaluating and executing investment transactions and managing portfolio companies. Previously, he worked in the investment banking division of Robert W. Baird where he focused on executing M&A transactions across the Business Services and Technology verticals.

Mr. Bucher earned a B.S. in Finance and Accounting from the University of Kansas.

Office: (212) 464-7039

Office: New York

Christopher Carey

Senior Vice President, Finance for the Operations Group

Senior Vice President, Finance for the Operations Group

Mr. Carey is responsible for working with Warren Equity’s portfolio companies to support growth and execute operating initiatives. Mr. Carey has spent the last 17 years in the energy and industrial markets, most recently as the CFO of Stellar Energy International and New Fortress Energy.

Mr. Carey earned a MBA from Virginia Tech, a B.S.B.A. in Finance and Accounting from Ashland University, and is a licensed CPA in the state of Virginia.

Office: Jacksonville Beach

Peter Cozzi

Vice President

Vice President

Mr. Cozzi is responsible for evaluating and executing investment transactions and managing portfolio companies. Previously, he was with HGGC, a Palo Alto-based middle market private equity firm with over $5.5 billion under management, where he managed investments in portfolio companies across three funds. Prior to joining HGGC, Mr. Cozzi worked in the leveraged finance group at Bank of America Merrill Lynch.

Mr. Cozzi earned a B.A. in Economics from Vanderbilt University.

Office: Jacksonville Beach
Office: (904) 747-0497

Cody Edelenbos

Associate

Associate

Mr. Edelenbos is responsible for evaluating and executing investment transactions and managing portfolio companies. Previously, he was with H.I.G. Capital, a Florida-based middle market private equity firm with over $45 billion under management. Prior to joining H.I.G. Capital, Mr. Edelenbos worked in the Industrials Investment Banking Group at the Royal Bank of Canada.

Mr. Edelenbos earned a B.S.B.A., summa cum laude, in Finance and Accounting from the University of Miami.

Office: Jacksonville Beach

Rachel Eker

Senior Tax Analyst

Senior Tax Analyst

Ms. Eker is a licensed CPA and is responsible for tax matters including the tax accounting, accuracy of the tax reporting, and compliance obligations. Previously, she worked for Dixon Hughes Goodman, focusing on partnership taxation.

Ms. Eker graduated summa cum laude from East Carolina University with a BSBA in Accounting and Finance. Additionally, she earned a Masters in Accountancy from University of North Florida.

Office: (904) 853-5614

Office: Jacksonville Beach

Mike Huxsol

Controller

Controller

Mr. Huxsol is responsible for the preparation and management of the Company’s financial reporting, treasury activities, tax accounting, portfolio company reporting, and related investor communications, as well as regulatory compliance obligations. Mr. Huxsol has previous experience in fund accounting and portfolio operations with Baird Capital, a Chicago-based private equity firm, and as an auditor of private equity funds with PwC in Charlotte. Mr. Huxsol is a licensed CPA.

Mr. Huxsol graduated summa cum laude from the University of Wisconsin-Whitewater with a B.B.A in Accounting. He also holds a Master of Professional Accountancy from the University of Wisconsin-Whitewater.

Office: (904) 853-5613

Office: Jacksonville Beach

Brendan Kelley

Vice President

Vice President

Mr. Kelley is responsible for evaluating and executing investment transactions and managing portfolio companies. Previously, he was with Leeds Equity Partners, a New York-based middle market private equity firm with over $3 billion under management, where he managed investments in portfolio companies across three funds. Prior to joining Leeds, Mr. Kelley worked in the consumer & retail group at Wells Fargo Securities.

Mr. Kelley earned a B.S. in Commerce from the University of Virginia.

Office: (904) 746-3362
Office: Jacksonville Beach

Clay Kirkland, CFA

Director, Business Intelligence

Director, Business Intelligence

Mr. Kirkland leads the business intelligence activities at the firm and is responsible for conducting market research on Warren Equity’s sectors of focus. Previously, Mr. Kirkland was a portfolio manager and member of the investment team at Intrepid Capital, a hedge fund and mutual fund manager. Prior to Intrepid, Mr. Kirkland worked in the equities divisions at UBS AG and Wells Fargo.

Mr. Kirkland earned a B.S.B.A., cum laude, in Economics from Auburn University. He also holds an MBA from Columbia Business School and is a CFA charterholder.

Office: (904) 801-1456
Office: Jacksonville Beach

Billy McCormick

Vice President

Vice President

Mr. McCormick is responsible for evaluating and executing investment transactions and managing portfolio companies. Previously, he was with the Riverside Company, a Cleveland-based middle market private equity firm with over $6 billion under management. Prior to joining Riverside, Mr. McCormick worked in the investment banking division of Oppenheimer & Co. Inc.

Mr. McCormick earned a B.S.B.A. at the University of North Carolina.

Office: (904) 746-7025

Office: Jacksonville Beach

Griffin McKenzie

Senior Associate

Senior Associate

Mr. McKenzie is responsible for evaluating and executing investment transactions and managing portfolio companies. Previously, he was with Compass Diversified (NYSE:CODI), a Westport, CT based middle market private equity firm with over $2 billion under management. Prior to joining Compass Diversified, Mr. McKenzie worked in the Investment Banking Division of J.P. Morgan.

Mr. McKenzie earned a M.S. in Finance from Vanderbilt University and a B.S.B.A. in Finance from the University of Denver.

Office: (212) 624-2799

Office: New York

Thomas Negre

Operations Group, Strategic Marketing

Operations Group, Strategic Marketing

Mr. Negre is responsible for and provides Strategic Marketing and Commercialization support the Portfolio Companies, focusing on Software & Technology development and Commercialization. Mr. Negre brings over 20+ years of global leadership experience in Strategic Marketing, Technologies / Software Development, Portfolio Management and Commercialization. Prior to Warren Equity Partners, Mr. Negre was the Global Director of Marketing for the global Honeywell Analytics Gas Detection business and former VP of Global Marketing & Product Development at RAE Systems.

Mr. Negre earned his bachelor’s in science from Marseille University and a master’s degree in Business & Marketing from Marseille Management School.

Office: Jacksonville Beach

Michael Ouyang

Vice President

Vice President

Mr. Ouyang is responsible for evaluating and executing investment transactions and managing portfolio companies. Previously, he was with Huron Capital Partners, a Detroit-based middle market private equity firm with over $1.8 billion under management, where he managed investments in portfolio companies across two funds. Prior to joining Huron Capital Partners, Mr. Ouyang worked for FINNEA Group, a boutique investment banking and advisory firm. Mr. Ouyang earned a B.A. in Economics from Dartmouth College.

Office: (904) 746-9644

Office: Jacksonville Beach

Holly Palmer

Technical Accounting Manager for the Operations Group

Technical Accounting Manager for the Operations Group

Ms. Palmer is responsible for working with the firm’s portfolio companies to drive growth, implement improvements, train finance teams, assist with financial functions, and execute operating initiatives. She is a certified systems implementation specialist and technical accounting expert, who served as the Technical Accounting director for Kinder Morgan, Inc.’s Terminals Division. Ms. Palmer started her career at PricewaterhouseCoopers LLP and has spent the last 19 years in various business spaces, including energy, industrial services, real estate, healthcare, and deathcare. Most recently, she served as the CEO of Harper Lawrence Financial LLC.

Ms. Palmer earned a MBA, MSA, and BBA in Accounting from Lamar University.

Office: Jacksonville Beach

Kristen Rogers

Sr. Administrative Assistant

Sr. Administrative Assistant

Ms. Rogers supports the investment professionals and assists with general administration . Her area of expertise is business administration. With over a decade of office management experience in various fields such as healthcare administration, inventory/logistics, and real estate management; she has a diverse skill set. Ms. Rogers is passionate about providing superior, high-quality service, and helping make the team successful. Previously, Ms. Rogers was with Mayo Clinic where she managed a team of 30 employees and worked closely with patients, providers, and allied heath staff in an outpatient clinic setting. Through her previous experiences she has acquired expertise in compliance, public speaking, event planning, relationship building, human resources, and process improvement strategies.

Ms. Rogers graduated summa cum laude from the University of North Florida with a B.A. in Healthcare Administration.

Office: (904) 801-1457
Office: Jacksonville Beach

Andy Rump

Senior FP&A Manager

Senior FP&A Manager

Mr. Rump is responsible for the data collection and analysis initiatives of the firm. Previously, he worked in Financial Planning & Analysis at National Auto Care, a portfolio company of Lovell Minnick Partners, and at Newfold Digital (Web.com), a portfolio company of Siris Capital Group.

Mr. Rump earned a MBA, summa cum laude, from the University of North Florida and a BA from Furman University.

Office: Jacksonville Beach
Office: 904.740-3845

Joanna Schneider

Executive Assistant

Executive Assistant

Ms. Schneider supports the executive staff and manages the day-to-day back office operations. Her areas of expertise include start-up operations, administrative projects, process management, and employee/community engagement across a wide spectrum of industries, such as business and financial services, leadership and management consulting, technology, manufacturing, waste management, and resort development. Her organizational and administrative experience contribute to building a strong and solid internal infrastructure for the organization. Previously, Ms. Schneider was with Web.com, where she worked with the Chief People Officer and Human Resources, and other senior executive staff.

Ms. Schneider earned a B.A. in Psychology from Burlington College.

Office: (904) 746-7027

Office: Jacksonville Beach

Sarah Showers

VP, Fund Accounting

VP, Fund Accounting

Ms. Showers is responsible for the Company’s fund accounting, including its financial reporting and regulatory obligations, and involved in treasury activities. Previously, she spent five years with Macquarie Group, primarily supporting its capital acquisitions business on a global scale. Prior to Macquarie, Ms. Showers was a fund accountant at FLSV, a New York City based fund administrator; and earlier performed audit work in the financial sector with Grant Thornton’s New York City office. Ms. Showers is a licensed CPA.

Ms. Showers graduated summa cum laude from the University of San Francisco with a BBA in Accounting. She also earned a BA in Economics from the University of Florida.

Office: (904) 746 9442

Office: Jacksonville Beach

Jennifer Smith

Finance Manager

Finance Manager

Ms. Smith is responsible for all aspects of accounting and finance for the Management Company. This includes establishing finance processes and procedures, monitoring the ongoing accounting and finance activities of the firm and managing the treasury process. Ms. Smith has previous experience in both public and private accounting. Most recent was her position at Stop At Nothing, Inc., an executive consulting firm that works primarily with Fortune 500 companies.

Ms. Smith graduated summa cum laude from the University of North Florida.

Office: (904) 801-1129

Office: Jacksonville Beach

Karen Smith

Executive Assistant

Executive Assistant

Ms. Smith supports the executive staff and manages the day-to-day back office operations of the New York office. Her area of expertise is supporting entrepreneurs as an Executive Assistant and Office Manager for over 20 years, working in private equity, fintech, and for a family office. Ms. Smith has extensive practical experience in administration, event organization, bookkeeping, relationship management, human resources and compliance. She is passionate about multitasking and providing thorough services to help C-Level executives and their organizations achieving their goals. Ms. Smith has provided dynamic organizational support to the Club of the American Collectors of Fine Arts, Creative Products, Tradeworx, Healthpoint Capital, Antaeus Enterprises and Compass Advisers.

Ms. Smith earned a B.A. in Administration from the Cours Caumartin, Paris.

Office: (212) 624-2790

Office: New York

Michelle Song

Associate

Associate

Ms. Song is responsible for evaluating and executing investment transactions and managing portfolio companies. Previously, she worked in the Consumer investment banking group at Oppenheimer & Co.

Ms. Song earned a B.S. in Quantitative Economics from Tufts University.

Office: (212) 624-2794
Office: New York

Austin Story

Associate

Associate

Mr. Story is responsible for evaluating and executing investment transactions and managing portfolio companies. Previously, he worked in the leveraged finance group at Wells Fargo Securities.

Mr. Story earned a B.S.B.A. at the University of North Carolina.

Office: (904) 456-0421
Office: Jacksonville Beach

Dan Strong

Director, Integration

Director, Integration

Mr. Strong is responsible for conducting operational due diligence, leading strategic growth, and driving operational initiatives at Warren Equity’s portfolio companies. Mr. Strong has over 15 years of operational and financial experience in the lower middle market. Previously, he was with Platinum Equity, where he had a role in managing operational initiatives for more than 22 platform companies and a multitude of add-on acquisitions.

Mr. Strong earned a B.S.B.A. from Ferris State University

Office: (615) 720-8919‬

Office: Jacksonville Beach

Julie Szafraniec

Vice President, Human Resources for the Operations Group

Vice President, Human Resources for the Operations Group

Ms. Szafraniec is accountable for optimizing the integration of the Human Resources function at the time of acquisition into Warren Equity Partners’ portfolio. She is also accountable for driving talent initiatives that create sustainable Human Resources capabilities across the portfolio to ensure that talent management, talent acquisition and organization effectiveness align to the strategic objectives of each portfolio company.

Ms. Szafraniec has over 20 years of Human Resources experience, with roles of increasing scope and leadership, primarily with Honeywell and ITW. She holds a Bachelor of Arts in Human Resource Development from Northeastern Illinois University.

Office: Jacksonville Beach

Catherine Warfield

VP, Investor Relations

VP, Investor Relations

Ms. Warfield is responsible for the strategy for communication and relationships with current and prospective investors. Previously she spent 14 years leading business development and relationship management for Foundation For The Carolinas (FFTC), a community foundation based in Charlotte. Prior to FFTC, she worked for RBC Bank. Ms. Warfield is a CFP®.

She graduated as a member of Phi Beta Kappa from the University of North Carolina at Chapel Hill with a B.A. in Communication Studies.

Office: Jacksonville Beach

Richard Weinberg

Strategic Partner

Strategic Partner

Mr. Weinberg has over 30 years of experience working on complex acquisitions and restructurings. Most recently he was co-managing partner at Pegasus Capital Advisors, a New York-based middle market private equity firm with over $2 billion under management. While at Pegasus he worked closely with Steven Wacaster and Scott Bruckmann, structuring transactions and helping them manage various portfolio companies. Prior to nearly a decade at Pegasus, he was Executive Vice President and General Counsel of GAF Corporation, the parent company of a major international specialty chemicals company and the world’s largest asphalt roofing manufacturer. In his position at GAF, Mr. Weinberg managed their acquisition efforts, as well as a successful multi-billion dollar bankruptcy restructuring.

Mr. Weinberg earned a B.S. in Economics from the State University of New York at Albany and a JD degree from Fordham University School of Law.

Office: (201) 410-2673

Office: New York

Sherrie Xu

Fund Controller

Fund Controller

Ms. Xu is responsible for the company’s tax matters including the tax accounting, accuracy of the tax reporting, and compliance obligations. Previously, she was with Ernst & Young and KPMG, based in Boston, for over seven years, and worked as a tax professional specializing in partnership taxation. Ms. Xu is a licensed CPA.

Ms. Xu graduated magna cum laude from the University of Massachusetts Amherst with a B.B.A in Accounting and a B.S. in Mathematics. She also has a minor in Information Technology.

Office: Jacksonville Beach
Office: (904) 747-0104

Mike Zhang

Principal

Principal

Mr. Zhang is responsible for leading investment transactions and managing portfolio companies. Mr. Zhang has over 9 years of private equity investment experience in the lower middle market. Previously, he was with Sentinel Capital Partners, a New York-based middle market private equity firm with over $6.0 billion under management, where he managed investments in portfolio companies across two funds. Prior to joining Sentinel, Mr. Zhang worked in the Middle Market investment banking group at Lazard Frères.

Mr. Zhang earned a B.A. from Northwestern University.

Office: (212) 464-7025

Office: New York