Avance is honored to be recognized by BluWave, LP as a Top 50 PE Innovator!Read more
When you partner with Avance, you get more than just capital
adept at guiding and supporting companies through transformative growth.
of executives, advisors, and functional experts ready to help you grow your business.
with a passion for building great businesses together with talented management teams.
Diversity and inclusion
as integral components of a commitment to ESG and positive impact.
which values teamwork, empathy, service, integrity, trust and communication.
as a friendly, value-added team, that prioritizes long term relationships.
Transformative growth of U.S. based middle market companies in the Services and Consumer sectors
Rapidly scalable business models within targeted sub-sectors and end markets
- Food Products & Services
- Fitness, Health & Wellness
- Personal Care & Beauty
- Residential Products & Services
- Healthcare Products & Services
- Direct Marketing / E-commerce
- Auto & Marine After-Market
- Enthusiast-driven Brands
Services / Technology
- IT Services
- Supply Chain & Logistics
- Infrastructure Services
- Digital Media & Data
- Human Capital Management
- Insurance & Financial Services
- Marketing Services
- Healthcare Services
Profitable businesses with strong cash flow characteristics
Industry Catalysts Accelerating Growth and Change
Solid Partnership Dynamics
We focus on transformational growth opportunities in the Services and Consumer sectors across the US.
Wholesale Supplies Plus
Wholesale Supplies Plus is an e-commerce distributor of high-quality personal care ingredients. Wholesale Supplies Plus enables artisans and small businesses to create and sell natural and clean label skincare, cosmetic and aromatherapy products. Wholesale Supplies Plus, with its family of seven brands, serves an ever growing, loyal customer base and is a well-recognized leader in a large and growing market.
UniVista delivers insurance products and services in dynamic and innovative ways, leveraging technology, data, and analytics to foster customer loyalty, employee professional growth and community recognition. UniVista sells insurance products primarily in Florida under both a franchisor and corporate model.
Synergy Infrastructure is a leading service and equipment provider headquartered in Tampa, Florida, with operations in the Southeastern U.S. across Florida, Georgia, Alabama, and South Carolina. The Company offers general equipment and specialty pump rentals with a focus on construction and infrastructure related equipment including earthmoving, aerial, compact, material handling, compaction, pumps and other tools and machinery.
RIA Advisory is a leading revenue management solutions provider headquartered in Coral Gables, Florida with offices in the U.K., Canada, India, the Philippines, and Australia. The Company solves mission-critical problems for clients through a compelling combination of scalable Oracle platforms, highly differentiated proprietary IP, institutional knowledge of the revenue management space, and deep domain expertise across the financial services and healthcare verticals.
Clevertech is a leading provider of end-to-end software development and digital transformation execution for select venture backed organizations, private equity sponsored firms, and large and mid-size enterprises. Using their RemoteNative™ delivery model, Clevertech brings a differentiated and global perspective to some of the hardest problems facing the C-Suite today.
At Avance, our business is to help your business grow
Develop clearly-defined 1, 3 and 5 year strategic plans, outlining vision, tactics and metrics.
Leverage extensive network and human resources to help grow the leadership team and Board.
Proactive outreach to acquisition candidates; execution and integration support.
Support organic growth initiatives focused on revenue and margin enhancement, including sales, procurement and digital strategies.
Iterative plans and support for successful transition upon attaining investment and partnership objectives.
Meet the Avance Team
With a foundation as friends, colleagues, partners and entrepreneurs, the founders of Avance set out to create a unique firm culture that puts people and relationships first. The Avance team is dedicated to serving its partners; the professionals that join us for career opportunities; the executives, management teams and employees that join us on the journeys to create value at portfolio companies; and the broader communities in which we operate. We welcome you to contact us.
Drew Assapimonwait is a Principal of Avance Investment Management, LLC. Prior to Avance, he was a Vice President at Comvest Partners. Prior to Comvest, Drew worked in private equity at Marlin Equity Partners and ClearLight Partners. He started his career in the Diversified Industries group at J.P. Morgan. Drew earned a B.A. in Economics and a B.S. in Accounting / Business Administration from Washington and Lee University. Drew lives in Florida with his wife and son.
Manny Cadavid is an Associate at Avance Investment Management, LLC. Prior to joining Avance, Mr. Cadavid was a summer intern at OKO group, an international real estate development firm. Mr. Cadavid graduated magna cum laude from Babson College where he earned a B.S. with a concentration in Finance. While at Babson, Mr. Cadavid oversaw the Energy & Materials Portfolio for Babson College’s Student Managed Endowment Fund.
Operations & Executive Support
Operations & Executive Support
Alesia Chin is an Operations and Executive Support Administrator at Avance. Prior to Avance, she was an Executive Assistant at ICV Partners, a private equity firm. Preceding ICV Partners, she worked at TruFund Financial Services, a not-for-profit as an Executive Assistant & Accounts Payable / Payroll Administrator. Mrs. Chin earned her B.S. in Advertising and Marketing Communications from the Fashion Institute of Technology in New York City. Alesia resides in New York.
John Civantos joined Avance Investment Management, LLC in 2022 and has spent 24 years investing private capital. Before joining Avance, John was the Co-Head of Private Capital at MSD Partners, and prior to that he was a Managing Partner with Court Square Capital Partners. During his career he has focused on leading transactions in the Technology and Services sectors, with successful investments including West Monroe Partners, Nutrisystem, System1, Vestcom, Dynata, DISA Global Solution, IWCO Direct and others.
Mr. Civantos received his B.A. from Duke University and his M.B.A. with academic distinction from The Wharton School of the University of Pennsylvania. He also holds an M.A. in International Affairs from the Johns Hopkins School of Advanced International Studies. He is a long-time board member and an alumnus of Sponsors for Educational Opportunity (SEO), a New York based non-profit which helps deserving high school and college students from underrepresented backgrounds close the college achievement gap and reach their full potential.
David Cynn is a Senior Advisor of Avance Investment Management, LLC. Mr. Cynn is a Partner of Alumni Ventures, the most active venture capital firm in the US. He has over 20 years experience investing private capital and was formerly a Managing Director and Investment Committee member of Lightyear Capital. During his career he has focused on leading private equity transactions in the Financial Services sectors, with successful investments including Baker Tanks, Paradigm Management Services, Collegiate Funding Services, New Flyer Industries, Telmar Network Technologies and others.
Mr. Cynn received his B.S. in Applied Economics & Business Management from Cornell University’s Charles H. Dyson School of Business and his M.B.A. (with High Honors) from the University of Chicago’s Booth School of Business. He recently served as the Chairperson of Cornell’s Alumni Advisory Council at the Dyson School and as a Board Member on the Alumni Council for Cornell’s Johnson School of Business. Mr. Cynn and his wife contribute to the Cynn Scholarship which provides for first generation students at Cornell’s Dyson school. He resides in New York with his wife and three children.
Mark brings over 25 years of industry experience and an extensive global network of relationships with a diverse range of investors around the world. Previously, Mr. DeVincentis was Managing Director, Head of Strategic Partnerships and Product Solutions and a member of the management committee at Crescent Capital Group LP. Prior to Crescent Capital, Mark was a member of the Leverage Finance Group at the Trust Company of the West.
Mr. DeVincentis holds a B.A. in Business Administration from Framingham University and an MBA from Seton Hall University. Active in the non-profit community, Mr. DeVincentis is a member of the Board of Directors of Best Buddies and the Leadership Council for the Robert F. Kennedy Human Rights Group. He also serves on the advisory boards of the Loveall Foundation for Children and Team Irish Micky Ward Charities.
Chief Financial Officer &
Chief Compliance Officer
Chief Financial Officer &
Chief Compliance Officer
Rohan Jones is Chief Financial Officer and Chief Compliance Officer at Avance. Mr. Jones joined Avance in 2021. Prior to Avance, Mr. Jones was a Vice President and Controller at EagleTree Capital, LP and its predecessor firm Wasserstein & Co. Prior to EagleTree Capital, Mr. Jones worked at Ernst & Young as an auditor for Private Equity and Mutual Fund clients. Mr. Jones is a Certified Public Accountant. He earned his M.B.A. from the McDonough School of Business at Georgetown University and his B.S. in Accounting from Brooklyn College.
Operations & Executive Support
Operations & Executive Support
Kabeer Khurana is a Managing Director at Avance Investment Management, LLC. Prior to Avance, Kabeer spent 10 years as an Executive Recruiter for Spencer Stuart where he helped technology and services companies recruit passionate, results driven and adaptable c-suite leaders. His client work spanned across private equity backed mid-market companies to multibillion-dollar global enterprises. Kabeer started his career as a Management Consultant in the strategy and operations practice at Deloitte.
Kabeer earned a BBA in Finance and a BA in Asian Studies from Emory University. He resides in Florida with his wife and son.
Steven Lamb joined Avance Investment Management, LLC in 2022 and has spent over a decade investing private capital. Before joining Avance, Mr. Lamb was a Managing Director of Private Capital at MSD Partners, and prior to that, he was a Principal with Court Square Capital Partners.
Mr. Lamb received his B.S. from Washington and Lee University and his M.B.A. from the Graduate School of Business at Stanford University. Steven lives in Connecticut with his wife and three children.
Natansh Mathur is a Managing Director at Avance Investment Management. Prior to Avance, he was a Partner in BCG’s Private Equity Ringfence group where he led close to a hundred strategy diligences across a wide range of industries. At BCG, he also led growth strategy work for PE owned portfolio companies. Prior to BCG, he worked at McKinsey & Company where he drove operational transformations across multiple industries. He started his career as an engineer with Shell Oil.
Natansh earned a B.S. in Chemical Engineering from Indian Institute of Technology, Bombay, and an M.B.A. from Columbia Business School. He lives in New Jersey with his wife and daughter.
Christopher McGee is a Vice President of Avance Investment Management, LLC. Previously, Mr. McGee worked as an associate at H.I.G. Capital, a Miami-based private equity firm. Prior to joining H.I.G., Mr. McGee worked as an analyst in the Industrials group at Harris Williams. Mr. McGee earned a B.S. in Commerce from the University of Virginia’s McIntire School of Commerce. Mr. McGee resides in Miami.
Angel Morales is a Senior Advisor of Avance Investment Management, LLC. Mr. Morales is a Co-founder and CEO of Morales Capital, a single-family office that invests across asset classes, with a particular focus on private equity opportunities in mission-oriented services companies managed by underrepresented groups. He has over 25 years of private equity experience and was formerly the co-head of BAML Capital Partners (BAMLCP), the internal private equity group of Bank of America Merrill Lynch. Mr. Morales was a member of the founding team that helped grow BAMLCP into a leading global private equity firm with over $6 billion of assets under management, seven offices around the globe and more than 80 professionals.
Mr. Morales earned his B.A. in Economics from Harvard University and his M.B.A from Harvard Business School. He currently serves as a Member of the Harvard College Fund Executive Committee and as the Founding Vice Chair of its Diversity, Inclusion & Belonging Committee. He and his wife established the Cassey and Angel Morales Inequality in America Postdoctoral Fellowship Fund to support Harvard University postdoctoral students in the study of racial inequality. He is the Founding Chair of the Board of Comp Sci High in the South Bronx and is also a Director on the Boards of the National Hispanic Scholarship Fund and Transcend Education. Mr. Morales lives in Florida with his mother, wife and two children.
Falak Muhammedi is an Associate Director at Avance Investment Management, LLC. Falak began her career in the Board Practice at Spencer Stuart, a global leadership advisory and executive search firm. Falak earned a BA in International Studies and Spanish from Emory University and currently resides in New York.
Valentina Osorio is a Senior Associate of Avance Investment Management, LLC. Previously, Ms. Osorio worked as an analyst in the Communications, Media & Entertainment group at RBC Capital Markets. Prior to joining RBC, Ms. Osorio was a Financial Analyst in the Global Banking & Markets group at Bank of America. Ms. Osorio is an SEO AIFP fellow and serves on the Junior Board of Literary Inc. and the Hispanic Scholarship Fund. Ms. Osorio earned a B.S. in Finance from the University of Florida. Ms. Osorio resides in New York.
David Perez is a Co-founder and a Managing Partner of Avance Investment Management, LLC. Prior to founding Avance, Mr. Perez was the President and COO of Palladium Equity Partners. Prior to Palladium, Mr. Perez had several senior private equity roles, including Principal of General Atlantic Partners and Atlas Venture and Senior Associate of Chase Capital Partners. Mr. Perez started his career with James D. Wolfensohn and Co, focused on mergers and acquisitions.
Mr. Perez earned his B.S. in Systems Engineering from Dresden University of Technology, a M. Eng. in Engineering Management from Cornell University, and an MBA from Harvard Business School. Mr. Perez is a member of the Council on Foreign Relations, a Co-Chair of the Harvard University Cuba Studies Advisory Group, President of the Board of Trustees of the Trinity School in New York City, and a longstanding board member and former President of the Board of Ballet Hispánico. He also served as Chairman of the Board of the NAIC. Mr. Perez lives in New York with his wife and three children.
Gretchen Perkins is a Partner and Head of Business Development at Avance Investment Management, LLC, and is responsible for sourcing investment opportunities both for the firm and for portfolio companies. Ms. Perkins brings over 20 years of private equity sourcing and business development experience, having created and implemented successful business development organizations and programs at her two prior firms: Huron Capital and Long Point Capital, in addition to many prior years in a variety of financial services and consulting roles.
She earned her Bachelor of Business Administration from the University of Michigan. Gretchen has been an active member of the Association for Corporate Growth for over twenty years, having held multiple board and leadership positions in the ACG at the chapter and national levels. Gretchen will Chair the ACG Intergrowth national conference in 2022. Ms. Perkins is also involved in multiple non-profit endeavors, including the following organizations: Endeavor Detroit, Detroit Police Athletic League, United Cerebral Palsy of Michigan, and 100 Businesses Who Care. Gretchen is also a member of WAVE (Women’s Association of Venture & Equity) and PEWIN (Private Equity Women Investor Network). Ms. Perkins resides in Florida and has two grown children.
VP of Finance
VP of Finance
Whitney Sansalone is a Vice President of Finance at Avance. Prior to Avance, Whitney was a Vice President of Finance at Palladium Equity Partners focusing on portfolio finance and operations. Prior to Palladium, Whitney was a Manager of Portfolio Finance at High Road Capital Partners where she focused on portfolio finance and worked alongside the Finance Operating Partner. Whitney earned her Canadian CPA at Deloitte where she was a Senior Associate serving primarily private equity clients in the Transaction Services group in both Canada and New York, and an Associate in the Valuation practice in Canada.
Whitney is a Canadian Chartered Professional Accountant. She received her BCom from the University of Calgary. She resides in Charlotte, NC with her husband and two children.
Jake Schuckman is a Senior Associate of Avance Investment Management, LLC. Previously, Jake worked as an Associate at Wind Point Partners, a Chicago-based private equity firm. Prior to joining Wind Point, Jake worked as an analyst at Lazard in their Middle Market M&A group in New York. Jake earned a B.A. in Economics from Williams College and currently resides in New York.
Erik Scott is a Senior Advisor of Avance Investment Management, LLC. Prior to being a Senior Advisor of Avance, Mr. Scott was a Partner and Co-founder of the Firm. Prior to Avance, he was a Managing Director at Palladium Equity Partners. Prior to Palladium, Mr. Scott had several senior private equity roles, including Principal at FdG Associates and Principal of Parthenon Capital. Prior to Parthenon Capital, Mr. Scott worked at Raymond James Capital’s private equity business, at Allied Capital making mezzanine/growth investments, at Alex. Brown & Sons in tech/M&A and began his career at Bowles Hollowell Conner & Co. in M&A.
Mr. Scott earned a B.A. magna cum laude in Economics with a concentration in Spanish from Vanderbilt University, and an M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia where he was a recipient of the William Michael Shermet award. Mr. Scott has also been involved in several non-profit organizations including The Robert Toigo Foundation, where he has served on the board, The Robin Hood Foundation, Exchange Club of New Canaan, New York and DC Cares, Boys and Girls Clubs, Donors Choose and various art museums. Mr. Scott lives in Connecticut with his wife and four children.
Tucker Smith is a Vice President of Avance Investment Management, LLC. Prior to Avance, Tucker worked as an Associate at Lindsay Goldberg and as an Analyst at Perella Weinberg Partners in the Healthcare group. Tucker earned a BBA in Finance from Emory University. Tucker resides in New York.
Mary Struble is an Associate at Avance. Based in New York, she joined the firm in 2022. Prior to Avance, Mary worked as an analyst at Bank of America in the Mergers & Acquisitions group. Mary graduated cum laude from Duke University, where she earned a B.S. in Economics and a minor in Psychology. She currently resides in New York.
Steven Wolfe Pereira
Steven Wolfe Pereira
Steven Wolfe Pereira is a Senior Advisor for Avance Investment Management, LLC. Mr. Wolfe Pereira is the CEO & Co-Founder of Encantos, a leading entertainment-driven edtech company focused on teaching 21st century learning, literacy, and life skills. He has over 25 years of experience in technology, media and financial services. Prior to Encantos, Mr. Wolfe Pereira served as the Chief Marketing Officer of Datalogix (acquired by Oracle), Neustar (acquired by Golden Gate Capital) and Quantcast. Mr. Wolfe Pereira has also held executive roles at Publicis Groupe, Univision and Akamai Technologies. He began his career in Finance at The Blackstone Group, Salomon Smith Barney (Citi), and Violy, Byorum & Partners.
Mr. Wolfe Pereira earned his B.A. from Tufts University and his M.B.A. from MIT’s Sloan School of Management. He currently serves as a board director for Encantos, the Kapor Center’s SMASH program, the Latino Community Foundation and influencer marketing agency Whalar. Mr. Wolfe Pereira was named by Adweek as one of the “50 Most Indispensable Executives in Marketing, Media and Tech” and honored in 2020 as one of LinkedIn’s Top Voices in Marketing & Advertising. Mr. Wolfe Pereira is a passionate thought leader on multicultural consumers and the impact of diversity as a driver for business growth. A Dominican-American born and raised in New York, Mr. Wolfe Pereira lives in Los Angeles with his wife and two children.
Luis Zaldivar is a Co-founder and Managing Partner of Avance Investment Management, LLC. Prior to co-founding Avance, he was a Senior Managing Director at Palladium Equity Partners. Prior to Palladium, Mr. Zaldivar held several positions across corporate investing, strategy and M&A, including roles as Vice President at Univision Communications, Senior Associate at Lehman Brothers in the Mergers and Acquisitions group and Senior Consultant at Accenture Strategy.
Mr. Zaldivar earned a B.S. in Finance from New York University’s Stern School of Business and an M.B.A. from Harvard Business School. Mr. Zaldivar’s grandfather founded a Cuban restaurant in New York City – Victor’s Café – which has been in business for 57 years, and is an important part of the Hispanic business, civic and political landscape of New York. Mr. Zaldivar lives in Florida with his wife and two children.