Lightyear

Partner and member of the Investment Committee at Lightyear Capital, joining in 2008. Previously spent over 20 years at Goldman Sachs, where he was elected Partner in 2000 and served in the Financial Institutions Group, and earlier served five years as a U.S. Army officer. Holds a B.S. in Civil Engineering from West Point (class valedictorian) and an MBA from Harvard Business School.

Partner and member of the Investment Committee at Lightyear Capital, joining in 2007. Previously an investment banking analyst in the Financial Institutions Group at Banc of America Securities, an investment specialist at PIMCO Advisors, and started his career trading equity options at Cohen, Duffy & McGowan. Holds a B.A. in Mathematics and Economics from the University of Rochester.

Partner and Investment Committee member at Lightyear Capital who joined in 2022. Previously a Partner at Five Arrows Capital Partners focused on healthcare, with earlier roles at Diamond Castle Holdings, DLJ Merchant Banking Partners, Leonard Green & Partners, and Deutsche Bank. Holds a B.S. in Finance from Boston College and an M.B.A. from Wharton.

Partner and Head of Portfolio Solutions at Lightyear Capital, and a member of its Investment and Management Committees, having joined in 2016. She previously worked as a private equity controller at Och-Ziff Capital Management and as head of finance at Macquarie Infrastructure Partners, and began her career as an auditor in Australia. She holds a B.Com. from the University of Sydney and an M.Fin. from INSEAD, and chairs the audit committee of Sidewalk Infrastructure Partners.

Stewart Gross is a Partner and member of the Investment Committee at Lightyear Capital, which he joined in 2005. He previously spent 17 years at Warburg Pincus as a Partner and Operating Committee member, and began his career as an M&A investment banking analyst at Morgan Stanley. He holds a B.A. from Harvard and an M.B.A. from Columbia Business School.

Trevor Pieri is a Partner at Lightyear Capital. His completed private equity transactions span the insurance, banking, financial services, and software and payments sectors, including Hamilton Insurance Holdings, BMS Group, Anchor Bancorp Wisconsin, Pearl Capital, Vehlo, and PayByPhone. He has served on the boards of companies including PayByPhone, King Risk Partners, Inszone, PracticeTek, ProfitSolv, Partners&, Prestige Insurance Holdings, and Portfolio Group Holdings.

Christian Fleming is a Vice President in Investments at Lightyear Capital, which he joined in 2018. He previously worked as an Investment Banking Analyst in the Financial Institutions Group at Bank of America Merrill Lynch and holds a B.S. in Business Management from Babson College.

Kevin Mullaney is a Principal in Investments at Lightyear Capital, joining in 2021. He previously was a Vice President at Reverence Capital working on financial-services private equity, an Associate at Sageview Capital, and began his career as an investment banking analyst in Morgan Stanley's Consumer and Retail group. He holds a B.B.A. in Finance and Economics from the University of Notre Dame.

Noah Liff is a Principal in Investments at Lightyear Capital, which he joined in 2017. He previously worked as an Investment Banking Analyst in J.P. Morgan's Financial Institutions Group and holds a B.S. in Industrial and Labor Relations from Cornell University.

Paul Balestrieri is a Vice President in Investments at Lightyear Capital, which he joined in 2020. He previously worked as an investment banking analyst in the Financial Institutions Group at Bank of America Merrill Lynch and began his career as a private equity analyst at Watermill Group. He holds a B.S. in Applied Economics and Management from Cornell University.

Zach Lavin is a Vice President in Investments at Lightyear Capital, joining in 2021. He previously worked as an investment banking associate in the Financial Institutions and Fintech group at Guggenheim Securities and began his career as an analyst at Mizuho Securities. He holds a B.S. from Cornell University.

Associate on the investment team at Lightyear Capital, joining in 2026. Previously an associate at Genstar Capital in San Francisco and an investment banking analyst at Lazard in New York covering TMT clients. Holds a B.S. in Finance from Auburn University.

Alexa Feinman is an Executive Assistant at Lightyear Capital, joining in 2024. She previously worked as an assistant to the co-founder at Centerview Partners, where she began her career. She holds a B.A. in Communication with a minor in Business from Marist College.

Bob Lyon is Vice President, Controller at Lightyear Capital, joining in 2022. He previously served as Vice President at Sanne Group, Fund Accounting Manager at AEA Investors, and Senior Fund Accountant at WL Ross and Co., beginning his career auditing banks and private equity funds at Ernst & Young. He is a CPA with a B.S. in Accounting from SUNY New Paltz.

Senior Associate in Investments at Lightyear Capital who joined in 2023. He previously worked as an Investment Banking Analyst in the Financial Institutions Group at Nomura Securities International. He holds a B.S. in Management with concentrations in Finance and Accounting from Boston College's Carroll School of Management.

Brittany McCollum is an Associate in Fundraising and Investor Relations at Lightyear Capital, joining in 2022 after serving as an Executive Assistant at FitzWalter Capital. She holds a B.S. in Hospitality Management from Florida State University.

Senior Associate in Fundraising and Investor Relations at Lightyear Capital, joining in 2022 after serving as an Investor Relations Assistant at Centerbridge Partners. Holds a B.A. in Art History and Political Science from Denison University and an M.B.A. in Finance and Accounting from Fordham University's Gabelli School of Business.

Daniel Quiring is a Legal and Compliance Analyst at Lightyear Capital, with prior experience as a legal administrative assistant and paralegal across the financial services, information technology services, and real estate industries. He holds a Paralegal Certificate in Paralegal Studies from the University of California, Irvine, and has skills in legal writing, data analysis, Microsoft Word, and Microsoft Excel.

Daniel Stencel is Managing Director and Chief Financial Officer at Lightyear Capital. His areas of focus include tax structuring, legal aspects of private equity, investor relations, IT, human resources, cash management, and budgeting and forecasting.

Chief Compliance Officer at Lightyear, serving as the contact for privacy and information security inquiries.

Gavin Poole is Chief Financial Officer of PracticeTek, a healthcare software platform backed by Lightyear Capital, where he oversees finance, legal, business intelligence, M&A, and enterprise transformation. He also serves as an Operating Partner at Lightyear Capital, advising portfolio company leadership on finance transformation, strategic planning, and performance improvement, and previously held CFO roles at Therapy Brands and financial leadership positions during 15 years at Henry Schein, following an earlier career at Deloitte. He holds degrees from the University of Cape Town and is a Chartered Accountant in South Africa and the United Kingdom; he is also the founder of Mersey Craft Spirits and lives in Birmingham, Alabama.

Vice President and Controller at Lightyear Capital, which she joined in 2019. She previously served as an Accounting Manager at WPP Group handling accounting and SEC reporting, and began her career at KPMG working with financial services clients. She is a CPA and holds a B.S. in Accounting from Rutgers University.

John Chen serves as Vice President of Tax at Lightyear Capital. He previously worked as a Tax Director in PwC's Asset and Wealth Management group, spent 2010-2012 at Rothstein Kass, and began his career as a tax generalist at Pustorino, Puglisi & Co LLP. He holds a B.S. in Accounting from Hofstra University.

John Slattery is an Associate at Lightyear Capital, where he works in private equity. He holds a degree from the Boston College Carroll School of Management, where he majored in Finance and Business Analytics.

Vice President in Portfolio Solutions at Lightyear Capital, having joined in 2020. Previously an associate in KPMG's Economic and Valuation Services group, and holds a B.S.B.A. in Finance and Accounting from the University of Richmond.

Joshua (Josh) Lim is an Associate in Portfolio Solutions at Lightyear Capital, joining in 2022. He previously worked as an Analyst supporting the Private Credit team at Goldman Sachs, focused on BDC and CLO entities, and holds a B.S.B.A. in Finance and Business Analytics and an M.S. in Corporate Finance from Rider University.

Kristy Crossan is an Executive Assistant at Lightyear Capital, which she joined in 2005. She previously worked at 4Kids Entertainment as a Marketing Manager in licensing and media and began her career as an Executive Assistant there and at its subsidiary Summit Media Group. She holds a B.S. in Communication Sciences and Disorders from Pennsylvania State University.

Associate in Investments at Lightyear Capital who joined the firm in 2025. She previously worked as an Investment Banking Analyst in the Technology, Media & Telecommunications group at Wells Fargo, and holds a B.A. in Economics with a minor in History from Georgetown University.

Lori Forlano is Managing Director, General Counsel, and Chief Administrative Officer at Lightyear Capital, which she joined in 2005. She previously worked at Context Capital Management, Morgan Stanley, and the M&A department at Paul, Weiss, Rifkind, Wharton & Garrison LLP, and holds a B.A. from Dartmouth and a J.D. from NYU School of Law.

Max Kunzmann is a Senior Associate in Investments at Lightyear Capital, joining in 2023. He previously worked as an Investment Banking Associate at Greenhill & Co. and started his career as an Investment Banking Analyst in Deutsche Bank's Global Industrials Coverage group. He holds a B.S. in Industrial Engineering from the University of Wisconsin—Madison.

Vice President in Fundraising and Investor Relations at Lightyear Capital, who joined in 2026 after six years at the Raine Group in investor relations, fundraising, and growth equity/M&A advisory roles, and earlier began her career in investor relations at ICR. She holds a B.A. from Southern Methodist University and an M.B.A. from Columbia Business School.

Executive Assistant at Lightyear Capital who joined the firm in 2021, having previously worked as a Human Resources Generalist at Richemont North America. Holds an Associate Degree in Environmental Management from the University of Trinidad & Tobago.

Operating Partner at Lightyear who first partnered with the firm in 2014 as CEO of Alegeus; leverages over 30 years of healthcare experience to help portfolio companies accelerate growth.

Tara Devine is an Executive Assistant on Lightyear Capital's Fundraising and Investor Relations team, joining in 2025 after roles as Senior Executive Assistant at Cornell Capital and Executive Assistant at RTW Investments. She holds a B.A. in Communications from UC Davis.

Tom Naratil is an Operating Partner at Lightyear Capital, a firm that partners with companies across financial services, technology, healthcare, and business services. He previously spent 39 years at UBS and its predecessor firm PaineWebber, where his roles included Co-President of UBS Global Wealth Management, President of UBS Americas, Group CFO, and Group COO, and he served on the Executive Board of UBS Group AG.

IT Coordinator at Lightyear Capital who joined in 2022. He previously worked as an IT Support Engineer at CI Capital Partners, a Senior Desk Engineer at IPSoft Inc., and began his career as a Desktop Support Engineer at Onsite In 60 Inc. He holds a B.A. in Telecommunications Engineering from PUCMM.

Vice President in Investments at Lightyear Capital, joining in 2021. Previously an M&A Advisory Analyst in the Financial Institutions Group at Perella Weinberg Partners and began his career as an Investment Banking Analyst at SunTrust Robinson Humphrey. Holds a B.S. in Industrial and Systems Engineering from Georgia Institute of Technology.