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Clarion Direct Investment

Private equityoperating company · company profile

New York · Growth · 37 people tracked

Also known as CLARION CAPITAL PARTNERS, LLC

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Investment thesis

Clarion Private Equity pursues majority and growth investments in lower middle-market companies with $7.5-30.0 million of EBITDA. It uses a research- and thesis-driven origination approach to identify industries and sectors with durable growth prospects. Often serving as the first institutional capital in its investments, the firm aims to professionalize and mature businesses. It partners with leadership teams to build strategies that grow and scale the companies, supported by the Clarion Performance Team, which drives value creation. The firm emphasizes collaboration, engagement, creativity, and discipline across its funds.

Source: firm website, verified Oct 13, 2026.

Stage
Growth
HQ
New York, US
Instruments
Equity
Founded
1999
AUM
$1.9B
Tracked investments
32

Team · 37 people

from the firm's website
Brandon Katz· Managing Director
Chip Krotee· Managing Director
David Ragins· President of Private Equity
Doug Mellinger· Managing Director and Head of Marketing
Edward Martin· Managing Director
Eric Kogan· Partner
Jonathan Haas· Managing Director of Portfolio Transformation
Marc Utay· Managing Partner
Matthew Feldman· Managing Director
Robert Klein· President and CIO - Structured Credit
Ariana Klener· Principal
Ho Hong Lau· Principal
Aislinn Verma· Associate
Ajit Bopalkar· Vice President
Caroll Corporan· Legal & Compliance Associate
Chris Rosenberg· Director - National RIA & Family Offices
Dan Genzelev· Senior Associate
Dario Walnock· Associate
David Usewick· Associate
Elizabeth Pringle· Vice President
Emily Foster· Executive Assistant
George Chen· Controller
Hubert Kang· Controller
Jack Werther· Associate
Jeff Sipos· Chief Administrative Officer, General Counsel
Jonathan Dennett· Business Development & Market Research, Vice President

Leads Clarion's thematic investing and proprietary sourcing initiatives across all verticals.

Justin Hazard· Business Development Associate
Kadia Angus· Controller
Lizzie Huan· Senior Accountant
Madison Flotteron· Manager, Investor Relations & Marketing
Mark Davis· Consultant
Natalie Anderson· Fundraising Analyst
Nick Firestine· Associate
Nick Michelis· Associate
Robert Lohse· Vice President
Teresa Czubak· Chief People Officer
Tyler Salamone· Receptionist & Building Coordinator

What they invest in

from 4 of 32 portfolio companies

SaaS ×3Enterprise Software ×2Fintech ×2Marketing Tech ×2AdTech ×1AI & Machine Learning ×1Cybersecurity ×1Logistics & Supply Chain ×1

HQs:United States×1

Investments · 32 tracked

founders shown can be your intro path
AML RightSourceamlrightsource.com

AML RightSource provides managed services, advisory, and technology solutions focused exclusively on financial crime compliance and anti-money laundering for businesses.

CybersecurityFintechSaaS

Encore Capital Groupencorecapital.com

Encore Capital Group is a global specialty finance company that purchases and services portfolios of receivables from banks, credit unions, and utility providers.

Fintech

Loblob.comin𝕏Series B

Lob provides software and hardware infrastructure for automating, personalizing, and tracking direct mail campaigns at scale.

Enterprise SoftwareLogistics & Supply ChainMarketing TechSaaSNew York City, US

Harry Zhang(Founder)inLeore Avidar(Founder)inEduardo Browne(Executive Officer)Donnell Vanker(Executive Officer)Ryan Ferrier(Chief Executive Officer)inAnna Donavan

Co-investorsFirst Round CapitalFloodgateFrontline VenturesFundersClubInitialized CapitalSaints Capital+22 more

Madison Logicmadisonlogic.comin𝕏

Madison Logic provides account-based marketing (ABM) solutions that help marketing teams accelerate growth by targeting buying groups with coordinated ads and content across their preferred channels.

AdTechAI & Machine LearningEnterprise SoftwareMarketing TechSaaS

Co-investorsAlpine MeridianStellus Capital ManagementBC Partners

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

All-CladAmetrosArthur MurrayCascadeCredit AssociatesCrossCross MediaworksCrowe ParadisEco StyleGreat Northwest Insurance CompanyHarris & HarrisHartmannHROiImaxInternational CyberneticsLenoxMarketplace EventsMoraviaNarrative StrategiesOpenRoad LendingPerigon LearningPremiere DigitalReady CreditReliantSOISQADThe OceanaireV10 Entertainment

Frequently asked questions

How many investments has Clarion Direct Investment made?
Clarion Direct Investment has 32 tracked investments.
What stage does Clarion Direct Investment invest at?
Clarion Direct Investment invests at the Growth stage.
What sectors does Clarion Direct Investment focus on?
Clarion Direct Investment focuses on Consumer, Enterprise Software, Sector Agnostic.
Where is Clarion Direct Investment located?
Clarion Direct Investment is headquartered in New York, US.

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