Edgewater’s team is made up of operating and finance professionals who each have a distinguished track record prior to joining Edgewater. Most of our Partners each have been CEO of public and/or private companies, many of them similar to the companies in our portfolio. We believe that the perspective our team brings enables us to be effective partners with our portfolio company leaders.
Our investment professionals bring sophisticated financial skills while never forgetting that it is the quality of company management and operations that determines success. Our entire partnership and professional staff work as a team in all aspects of investment sourcing, funding and portfolio company growth.
Edgewater’s Executive Advisory Board includes nationally prominent business and financial leaders. These individuals help to support Edgewater’s operating initiatives by providing guidance and high-level introductions for the benefit of our portfolio companies. None of the Executive Advisory Board members is an employee of Edgewater.
Prior to forming Edgewater, Jim was President of Gordon Foods, Inc. and Gordon’s Wholesale, Inc. In 1982, Jim engineered a leveraged buy-out of his personal and family interests in The Gordon Companies and in 1986 sold the company to a European multinational corporation. Prior to forming EGCP I, Jim was an active private equity investor. Since 1982, Jim has completed over 200 private equity transactions.
Jim serves on the boards of directors of numerous Edgewater portfolio companies and serves or has served on many other public and private company boards. Jim also serves on the boards of The Whitney Museum of American Art as Chair of the Investment Committee, The Art Institute of Chicago as the Board of Trustees and the Investment Committee, The Chicago Museum of Contemporary Art on the Executive Committee of the Board and the Investment Committee, Northwestern Memorial Foundation Board of Directors and the Investment Committee, the Joffrey Ballet Board, the Museum of Science and Industry of Chicago Board of Trustees and the Investment Committee, Chicago Cares, the Commercial Club and the Big Shoulders Fund on both the Board of Directors and the Executive Committee. He has also served on the boards of Grinnell College as head of the Investment Committee, John F. Kennedy Center for the Performing Arts, Bankers Trust Company, Methodist Medical Centers, Des Moines Art Center where he served as President.
Jim received his B.A. from Northwestern University.
Prior to joining Edgewater, Greg has held CEO and senior management positions with three companies. Greg co-founded uBid.com, a leading online auction marketplace, and became its CEO and Chairman. In four years, he built the company’s revenues to $500 million and had a successful IPO. The company was subsequently sold for nearly $500 million. Prior to uBid.com, Greg was at APAC Teleservices, Inc., becoming Senior Vice President. During his tenure, APAC increased revenues from $100 million to $276 million and completed a highly successful IPO. Prior to APAC, he was President and COO of the Reliable Corporation of Chicago, a $200 million dollar revenue direct marketing business which was sold to Boise Cascade.
Greg serves on the boards of several Edgewater portfolio companies. Greg is the past Chairman of the Board of NorthShore University Health System (formerly Evanston Northwestern) and was Chairman of The Illinois Math and Science Academy Foundation. He serves on the boards of Accelerate Institute, Chicago Botanic Garden, Lyric Opera of Chicago and Miami University (Business School Board).
Greg has received the State of Michigan Leadership, the 1999 Ernst & Young and the KPMG Entrepreneur of the Year awards. He was inducted into the University of Illinois-Chicago’s Entrepreneur Hall of Fame and is an Entrepreneurial Fellow at Miami University, Ohio. He is also a past Chicago Chapter Chairman of the Young Presidents’ Organization and is currently a member of YPO Gold and is Chicago City Chair for Chief Executives Organization.
Greg received his B.S. from Miami University of Ohio, and his M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University.
Prior to joining Edgewater, Dave was the CEO and President of Yesmail, Inc., a leading marketing services provider. Dave led Yesmail to a highly successful IPO and subsequent sale for $720 million.
Previously, Dave was Senior Vice President of Operations for Bally Total Fitness, overseeing the company’s $650 million annual revenue and its 13,000-person sales and operations workforce. Dave joined Bally after building and selling a regional health club company to Bally in 1990 for $90 million. Prior to this, Dave worked as a consultant with McKinsey & Company in New York. Dave began his career as a product manager with General Mills, Inc.
Dave serves on the board of several Edgewater portfolio companies and is active in civic and business leadership positions. He serves on the Board of Directors and the Executive Committee of the Field Museum of Natural History and Opportunity International, a global micro-finance organization. He was a founding board member of the Illinois Venture Capital Association and the Chicagoland Entrepreneurial Center. Dave is also the Chairman of The Faraja Fund Foundation which supports the Faraja Primary School for children with physical disabilities in Tanzania, Africa.
Dave has received awards for his entrepreneurial leadership as a Finalist in the 2000 Ernst & Young Entrepreneur of the Year program and from the Harvard Business School for his work in the non-profit world. Dave received his B.A. from the University of Virginia, with distinction, and his M.B.A. from the Harvard Business School.
Prior to joining Edgewater, Jeff was a Partner with William Blair & Company where as an investment banker in the Corporate Finance department he led public and private securities offerings and M&A assignments for small and mid-cap companies. He successfully executed 40 deals across multiple industries. Jeff has executed transactions in a variety of industries including business services, marketing services, technology, telecommunications, manufacturing, health care and consumer. Prior to graduate school, Jeff served worldwide in the U.S. Air Force as an F-16 pilot. He served as an F-16 Combat Flight Leader and has flown over 1,000 hours in an F-16, including 39 combat missions.
Jeff serves on the Boards of several Edgewater portfolio companies especially in the areas of government services, aerospace, and technology and defense services. Jeff is also active in civic leadership positions, including as a member of the Economic Club of Chicago, and on the Board of the United States Air Force Academy Endowment.
Jeff received his B.S. from the U.S. Air Force Academy, graduating as a Distinguished Graduate, and his M.B.A. from Harvard Business School.
Prior to joining Edgewater, Brian was a Senior Associate with Deloitte & Touche Corporate Finance in New York, advising client companies on strategic financing alternatives, capital raise opportunities, market conditions and valuation. Previously, Brian worked for Lehman Brothers as a Senior Analyst for the Investment Banking Division in London and as an Analyst in Lehman’s New York Investment Banking office.
Brian received a Bachelor’s degree, cum laude with honors, in Electrical Engineering from Cornell University and an M.B.A., with high distinction, from The University of Michigan Business School. Brian has earned the Chartered Financial Analyst designation.
Prior to joining Edgewater, Gerald was a Director with Conway, MacKenzie & Dunleavy, a restructuring and operational improvement advisory firm. Previously, he was an Associate with One Equity Partners, where he worked on leverage buyout and growth equity investments. Gerald began his career as an Analyst in the Mergers and Acquisition group with William Blair and Company.
Gerald received his B.A. degree from Bucknell University where he earned Phi Beta Kappa and Magna Cum Laude honors. He received his M.B.A. from The University of Michigan Business School where he also received the Tauber Manufacturing Institute Certificate.
Prior to joining Edgewater, Steve was an Associate in the Investment Banking Division of J.P. Morgan Securities, Inc. At J.P. Morgan, he focused on mergers and acquisitions for client companies in various industry segments, including automotives, paper, packaging, and building products.
Steve received his B.A. degree, cum laude with honors, in Economics from Northwestern University, where he received Big Ten Scholar Athlete Awards and was a member of the Northwestern football team.
Prior to becoming a Professor at the University of Chicago, Scott had over 20 years experience as a general partner with four venture capital and private equity firms, most recently The Sprout Group. Over the course of his career, Scott has approved hundreds of equity financings, been active in fundraising and has personally led, originated or created more than sixty investments including two dozen healthcare services companies, over a dozen consumer services and retail companies, as well as companies enhanced by the Internet. Scott has been recognized by Venture One as one of the outstanding healthcare investors in the industry.
Scott has received many awards for his outstanding teaching, including The University of Chicago’s Faculty Excellence Award in 2010. He was designated by Business Week’s “Guide to the Best Business Schools” (2003, 8th edition) and (2005, 9th edition) as one of the outstanding entrepreneurial professors in the country. Scott also has received the Richard J. Daley Award from the Illinois Venture Capital Association for his contribution and support of the industry in the state of Illinois.
Scott earned his A.B. Magna Cum Laude from Harvard College and his M.B.A. from Harvard Business School.
Prior to joining Edgewater, John worked for Stockwell Capital where he evaluated leveraged buyout and co-investment opportunities. Previously, John worked in the investment banking group at A.G. Edwards, where he advised clients in the consumer, industrial and specialty finance industries on public and private capital raising and M&A transactions.
John received his B.A. degree, magna cum laude, in Business Administration from The University of Southern California and his M.B.A., with high honors, from The University of Chicago Graduate School of Business.
Prior to joining Edgewater, Scott worked at Baird Capital Partners where he evaluated middle-market leveraged buyout and growth equity investment opportunities in the business services and healthcare sectors. Previously, he worked at J.P. Morgan in the Consumer & Healthcare investment banking, mergers & acquisitions, and commercial banking divisions.
Scott received his B.A. degree, cum laude, in Economics from Colgate University and his M.B.A., with honors, from the University of Chicago Booth School of Business.
Prior to joining Edgewater, Ryan was a Manager with Accenture where he focused on digital transformation using eCommerce of middle market businesses. Prior to Accenture, Ryan was a consultant at both Acquity Group and Accenture where he focused on ecommerce and digital strategy.
Ryan received his B.B.A. from the Mendoza College of Business at the University of Notre Dame, and his M.B.A with a major in Finance from the J.L. Kellogg Graduate School of Management at Northwestern University.
Prior to joining Edgewater, Kevin was a Senior Analyst at City Capital Advisors, a middle-market investment bank focused on providing merger and acquisition advisory services. At City Capital, Kevin focused on sell-side, buy-side and private capital raising engagements across various industry groups. Previously, Kevin worked at Grant Thornton in the Transaction Advisory and Audit group.
Kevin received his B.B.A. and M.S. in Accounting from Loyola University of Chicago.
Prior to joining Edgewater, Jordon was an Associate at Pelican Energy Partners LP in Houston, Texas, where he focused on evaluating, executing and monitoring investments in the energy service and equipment sector. Prior to Pelican, Jordon served as the Senior Analyst for Halliburton Company’s in-house M&A and Corporate Development group. While at Halliburton, Jordon worked on a number of acquisitions and divestitures in the oilfield service and technology sector and supported corporate strategy efforts.
Jordon holds a B.S.M. in Finance from Tulane University.
Prior to joining Edgewater, Matt worked at the public accounting firm of Bansley & Kiener, LLP. He performed financial statement audits, tax preparation, and consulting engagements for clients in a variety of industries including financial services, manufacturing, government and non-profit.
Matt serves on the Board of Trustees of Holy Trinity High School and the Board of Directors and Executive Committee of Chicago HOPE.
Matt received his B.S. degree in accountancy from Miami University of Ohio. Matt is a Certified Public Accountant.
Prior to joining Edgewater, Nadia was a senior audit associate with KPMG LLP. While working in public accounting she performed financial statement audits for clients in the non-profit, government, manufacturing and financial services industries.
Nadia received her B.S. Architecture degree from the University of Cincinnati, and her Masters of Accounting degree from the Ohio State University where she was a University Fellow. Nadia is a Certified Public Accountant (inactive).
Prior to joining Edgewater, Bill was a Senior Consultant with Protiviti based out of the Chicago office. Bill performed internal audit and financial advisory engagements for clients in a variety of industries, specializing in Financial Services.
Bill earned his Bachelor’s and Masters in Accountancy degrees from the University of Notre Dame. Bill is a Certified Public Accountant in the state of Illinois.
Prior to joining Edgewater, Patrick was a senior consultant with Northern Trust Hedge Fund Services and a senior auditor with the public accounting firm of PricewaterhouseCoopers LLC. Patrick tracked and prepared financial statements for various financial institutions and performed audits for clients in a variety of industries including financial services, manufacturing, and healthcare.
Patrick earned his Bachelor’s and Masters in Accountancy degrees from Northern Illinois University. Patrick is a Certified Public Accountant (inactive).
Mr. McKenna is also the Chairman Emeritus of McDonald’s Corporation, Oak Brook, Illinois. Mr. McKenna served as a director of McDonald’s for 25 years, and non-executive chairman from 2004-2016.
He is a director of the Chicago Bears Football Club, Inc., and Ryan Specialty Group. He acted as Chairman of the Chicago White Sox during his group’s ownership of that organization from 1975-1981. He also served as Chairman of the Board of the Chicago Cubs, upon purchase of that entity by Tribune Company, from August 1981 through December of 1984. He served as Chairman of the Board of Trustees of the University of Notre Dame from 1992 – 2000 and was Vice Chairman for six years prior to that and continues to serve as a trustee. Mr. McKenna has served over the years on many civic, community and philanthropic boards. He is a past chairman of the Board of Trustees of the Museum of Science and Industry and continues to serve as a trustee. He is a past Chairman of the Economic Club of Chicago and also past chairman of The Executives’ Club of Chicago. He is a current director of, Lurie Children’s Hospital of Chicago, the Big Shoulders Fund, The Ireland Economic Advisory Board, the Lyric Opera of Chicago, and the United Way of Metropolitan Chicago among others. He is a past Chairman of the Civic Committee of The Commercial Club of Chicago, and is a past Chairman of The Commercial Club of Chicago and continues to serve as a member of both entities. In addition, he is the Founding Chairman of Chicago Metropolis 2020. His former corporate directorships include: AON Corporation (1970-2012); First Chicago NBD (1991-1999), Dean Foods (1982-2000), Tribune Company (1982-2002), Click Commerce (2000-2006) and Skyline Corporation (1971 – 2014).
He is a graduate of the University of Notre Dame with a bachelor of science degree in business administration and marketing. Mr. McKenna is also a graduate of DePaul University School of Law where he received a Doctor of Jurisprudence.
He has been the recipient of many industry, business and civic awards. He and his wife, Joan, have seven children, 24 grandchildren and five great-grandchildren.
The principal operating companies are Chamberlain Group (garage door openers, gate operators and related access control products); Controlled Products Systems Group (perimeter access control systems); and Duchossois Capital Management (the family’s private investment firm).
Craig serves on the Board of Directors of Amsted Industries. He also serves as an advisory board member for Marine Corps Scholarship Foundation and the Said Business School/University of Oxford. His not-for-profit board memberships include Culver Educational Foundation, Illinois Institute of Technology, University of Chicago, Kellogg Graduate School of Management, University of Chicago Hospitals, and the Chicago Council on Global Affairs. Additionally, he is a member of the Chief Executives’ Organization, World Presidents’ Organization, YPO Family Office Principals Group, Executives’ Club of Chicago, Economic Club and the Civic Committee of The Commercial Club of Chicago. Craig is a past-Chairman of the Board of Visitors for the United States Naval Academy.
Craig holds a BBA and MBA from Southern Methodist University. He served as an officer in the U.S. Marine Corps from 1968-1971.
He and his wife Janet have two children and five grandchildren.
Since joining ITW in 1965, Mr. Farrell was involved in nearly every aspect of the company and has held numerous management positions in his 41-year career. He was named President and CEO in September 1995, and was elected Chairman in 1996. Farrell focused on a strategy of growth through acquisition, preferring small and midsize companies over major businesses.
As an active member of the civic and business communities, Mr. Farrell has served on the Boards of Directors of 3M, Abbott, Allstate Insurance Company, Kraft and UAL Corporation. Mr. Farrell is also affiliated with Commercial Club of Chicago as a member of The Civic Committee and Chairman of the State Finance and Task Force. He is a former Chairman of the Federal Reserve of Chicago and a former Chairman and active member of the Economic Club of Chicago.
Mr. Farrell’s educational associations include former Chairman of Junior Achievement of Chicago, a Trustee of Northwestern University and former Chairman of the Campaign of the J.L. Kellogg Graduate School of Management.
Cultural and civic affiliations for Mr. Farrell include Director of Lyric Opera of Chicago, former Director of United Way of Metropolitan Chicago and Director of The Big Shoulders Fund. He is a Trustee and former Chairman of the Museum of Science and Industry and Trustee of Rush-Presbyterian-St. Luke’s Medical Center.
Mr. Farrell earned a bachelor’s degree in electric engineering from the University of Detroit. He served in the U.S. Army from 1965-1967.
Bob is currently a director of Oxbow Carbon, a director of Victory Capital and is a board observer at NYDJ Apparel. He is a senior director of Goldman Sachs and has served on the board of directors of other public and private companies. He has been active in the nonprofit sector and currently serves as chairman of the board of directors of the National Cybersecurity Center and the Aspen Music Festival and School. He was also the former chairman and president of the board and the current chairman of the executive committee of the Whitney Museum of American Art, a trustee and member of the executive committee of The Aspen Institute, chairman emeritus of the Jewish Museum and a former member of the board of overseers of The Wharton School. Bob was appointed by Governor John Hickenlooper to the Colorado Economic Development Commission and is a member of the Council on Foreign Relations. Bob was also founding CEO of the 9/11 United Services Group, the coordinating arm for 13 social service agencies involved in the relief activities, including the Red Cross.
Bob received an M.B.A. from The Wharton School at the University of Pennsylvania and an A.B. from Clark University. He did additional graduate work as a Public Finance Fellow at the University of Pennsylvania.
Mr. Moskow’s career includes service in the public and private sectors, as well as academia. During the course of his career, Mr. Moskow has been confirmed by the Senate for five U.S. government positions.
He began his career teaching economics, labor relations, and management at Temple University, Lafayette College, and Drexel University. From 1969 to 1977, he held a number of senior positions with the U.S. government, including under secretary of labor at the U.S. Department of Labor, director of the Council on Wage and Price Stability, assistant secretary for policy development and research at the U.S. Department of Housing and Urban Development, and senior staff economist with the Council of Economic Advisers.
In 1977, Mr. Moskow joined the private sector at Esmark, Inc. in Chicago and later held senior management positions at Northwest Industries, Dart and Kraft, Inc., and Premark International, Inc., a spin-off from Dart and Kraft. In 1991, President George H.W. Bush appointed Mr. Moskow deputy United States trade representative, with the rank of ambassador. He was responsible for trade negotiations with Japan, China, and Southeast Asian countries as well as industries such as steel, semiconductors, and aircraft. Mr. Moskow returned to academia in 1993, joining the faculty of the Kellogg Graduate School of Management at Northwestern University, where he was professor of strategy and international management at the time of his appointment as president of the Chicago Reserve Bank.
Mr. Moskow is active in numerous professional and civic organizations. He is chairman of the Japan America Society of Chicago, former chairman of the Economic Club of Chicago, and serves as a director of World Business Chicago. He is a board member and former chairman of the National Bureau of Economic Research, a member of the Commercial Club of Chicago, and a fellow of the National Academy of Public Administration. Mr. Moskow is also an emeritus trustee of Lafayette College.
Since leaving his position at the Federal Reserve, Mr. Moskow joined the boards of directors of Discover Financial Services, Northern Funds (2008-2013), Diamond Management & Technology Consultants (2008-2010), Taylor Capital Group (2008-2014), Commonwealth Edison (a subsidiary of Exelon), and the National Futures Association. He is a member of the advisory boards of The Edgewater Funds and Promontory Financial Group.
Mr. Moskow was born in Paterson, New Jersey. He received an A.B. in economics from Lafayette College in Easton, Pennsylvania and a Ph.D. in business and applied economics from the University of Pennsylvania. He has received honorary doctoral degrees from DePaul University, Dominican University, Lafayette College, and Lewis University. He is married to Suzanne Kopp-Moskow and has three children and seven grandchildren.
Formerly, Mr. Notebaert was president and chief executive officer of Tellabs, a position he had held since August 2000. Prior to that, Mr. Notebaert retired from his position as chairman of the board of Ameritech Corporation in December 1999. His 30-year career with that organization included appointments as president of Ameritech Mobile Communications (1986), president of Indiana Bell (1989) and president of Ameritech Services (1992). In 1993 he became president and chief operating officer of Ameritech Corporation and in January 1994 was named the company’s president and chief executive officer. He was elected to the position of chairman and chief executive officer on April 20, 1994.
In April 2003, President George W. Bush appointed Mr. Notebaert as a member of the National Security Telecommunications Advisory Committee (NSTAC), which provides industry-based analysis and recommendations on a wide range of policy and technical issues. Mr. Notebaert is also a member of the board of directors of Aon Corporation.
Mr. Notebaert received a bachelor’s of arts degree in 1969 and a master’s degree in business administration in 1983, both from the University of Wisconsin. He has received a number of honors and awards, including the 1999 Distinguished Alumni Award from the University of Wisconsin-Milwaukee and four honorary degrees.
Among other affiliations, Mr. Reyes is chairman of Ann and Robert H. Lurie Children’s Hospital of Chicago, and a director of Northwestern Memorial Healthcare, Museum of Science and Industry and Ronald McDonald House Charities. Mr. Reyes is a member of the advisory board of RoundTable Healthcare and the Medicine Committee of Northwestern University’s Feinberg School of Medicine. Mr. Reyes earned a Bachelor of Science degree from the University of Maryland. He has four children and lives with his wife, Anne, in Hobe Sound, FL.
A former lawyer and banker, Mr. Susman was U.S. Ambassador to the Court of St. James’s from 2009 to 2013.
Prior to his appointment by President Obama, Mr. Susman was vice chairman of Citigroup Corporate and Investment Banking and a member of the Citigroup International Advisory Board. A former partner at the law firm of Thompson & Mitchell in St. Louis, he practiced law there for 27 years and was on the board of directors of the St. Louis Cardinals from 1975 to 1989.
Today, Mr. Susman is an advisor to Henry Crown & Co., a senior advisor to Gladstone Place Partners, a consultant to Perella Weinberg Parters and former chairman of CBI Holdings, L.P., a wholly-owned subsidiary of BDT Capital Partners.
In addition, he is Vice Chairman of the Chicago Council on Global Affairs, a member of the advisory board of Atlas Merchant Capital, a member of the Holdingham International Advisory Board, a member of the Council of American Ambassadors and a retired founding member of the board of the Edward M. Kennedy Institute for the United States Senate.
In 2017 Mr. Susman was appointed by President Obama to the Board of Trustees of the Woodrow Wilson International Center for Scholars.
Mr. Susman has long been active in the public sector. In 1988 he was appointed by President Reagan to the U. S. Advisory Commission on Public Diplomacy, which provided oversight to the U.S. Information Agency, and served as a director of the Center for National Policy, a nonpartisan organization based in Washington, D.C., that examines national public policy issues.
He is a life trustee of The Art Institute of Chicago and a member of the International Council of the Whitney R. Harris World Law Institute at Washington University in St. Louis.
Active in the political arena in the U.S. for many years, as well, Mr. Susman was a senior advisor to President Obama’s campaign and was the national finance chairman for Senator Kerry’s 2004 presidential campaign.
Mr. Susman received his B.A. from the University of Michigan in 1959 and his LL.B. from Washington University in 1962, as well as an honorary degree of Doctor of Humane Letters from Connecticut College in 2012.
He and his wife Marjorie have two children and three grandchildren.
General Pace was sworn in as the sixteenth Chairman of the Joint Chiefs of Staff on Sep. 30, 2005. In this capacity, he served as the principal military advisor to the President, the Secretary of Defense, the National Security Council, and the Homeland Security Council. Prior to becoming Chairman, he served as Vice Chairman of the Joint Chiefs of Staff. General Pace holds the distinction of being the first Marine to have served in either of these positions. In June, 2008, General Pace was awarded the Presidential Medal of Freedom, the highest civilian honor a President can bestow.
In addition to his duties for Edgewater, General Pace currently serves on the Board of Directors of several corporate entities involved in management consulting, private equity, and cybersecurity. He has served on the President’s Intelligence Advisory Board, and the Secretary of Defense’s Defense Policy Board. From 2008 to 2010, he served as leader-in-residence and the Poling Chair of Business and Government for the Kelley School of Business, Indiana University, and as a Distinguished Visiting Research Scholar for Fordham University from 2011 to 2017. General Pace donates his time to teach at numerous professional military education programs, to every class of Marine second lieutenants at The Basic School.
General Pace is associated with a number of charities focused on supporting the troops and their families, to include: Marine Corps Law Enforcement Foundation, Fisher House Foundation, and Our Military Kids.