Daniel Altamura is a Senior Associate of Business Development at Avance Investment Management, LLC. Prior to joining Avance, Daniel worked as a Sponsor Coverage Associate at CBIZ Private Equity Advisory and began his career working as an Investment Banking Analyst at Houlihan Lokey in their Financial Restructuring group in New York. Daniel graduated magna cum laude from The Wharton School at the University of Pennsylvania, where he earned a B.S. in Economics with a concentration in Finance.

Jonathan Assayag is an Associate at Avance Investment Management, LLC. Prior to Avance, Jonathan worked as an Analyst at Blackstone in the Strategic Partners group. Jonathan graduated from the John Molson School of Business at Concordia University, where he earned a Bachelor of Commerce in Finance, with Distinction.

Manny Cadavid is a Senior 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.

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.

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.

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.

Leanys Fernandez is an Operations and Executive Assistant at Avance. She joined the firm in August 2022. Prior to Avance, Leanys worked as an Executive Assistant to the founding partners at Bast Amron, a boutique law firm in Miami, FL.

Daniel Ferris joined Avance as a Principal in 2024. Before joining Avance, Daniel was a Principal at MSD Partners (n.k.a. BDT&MSD) on their Private Capital team, and prior to that, he was a Principal with Searchlight Capital Partners, which he joined following his early years in private equity at Court Square Capital Partners and M/C Partners, after beginning his career in finance in the M&A practice at Evercore. Throughout his career, Daniel has built strong sector depth investing in IT and communications services, business services, and media/technology sectors, while building strong breadth investing in both debt and equity across multiple stages of company lifecycles.

Daniel received his B.A. with an Honors Specialization in Global Economics from Western University in Canada. He currently serves on the board of West Monroe, an IT consulting firm based out of Chicago.

Charles Goldman is a Senior Advisor of Avance Investment Management, LLC. He has spent more than twenty-five years in middle market private equity and co-founded NewHold Enterprises and Mill Road Capital. Mr Goldman began his private equity career at Chase Capital Partners. During his career, he has focused on leading transactions in Business Services, Communications and Industrial companies and currently serves as Chairman of PRIME AE Group, Inc. and Tedia, Inc. Mr. Goldman received a Bachelor of Arts and a Bachelor of Science Magna Cum Laude from the College of Arts and Sciences and the Wharton School of the University of Pennsylvania. Charles also received an MBA from the Harvard Business School.

Matt Graziano joined Avance in 2025. Before joining Avance, Matt was a Director at New Mountain Capital, and prior to that, a Vice President at Palladium Equity Partners. Matt has significant experience investing in the consumer and business services sectors and started his career as an investment banker with Duff & Phelps. Matt received his B.A. in Economics from New York University and his Master of Accounting from the University of Southern California.

Drew Greenwood is a Senior Advisor of Avance Investment Management, LLC . Drew brings over two decades of experience in private equity. Prior to Avance, Drew was a Managing Director at Littlejohn and prior to that worked at CIBC World Markets in the M&A Group. Drew received a Bachelor of Arts in Economics with a concentration in computer science from Cornell University. He sits on the Board of Trio Workforce Solutions and AHS Staffing.

Susanna Hong is a Senior Advisor of Avance Investment Management, LLC. She has over 30 years of experience in investment banking and alternative asset management, specializing in capital formation, investor relations, and strategic business development. She was a founding member of the Investor Relations and Business Development team at Apollo Global Management, where she served as Head of Europe. Prior to Apollo, she was a Managing Director in the Private Equity Funds Group at Citigroup Global Markets and an Associate in the Private Equity Group at Merrill Lynch. She began her career as a Healthcare Equity Research Analyst at Needham & Company.

Susanna earned a B.A. in Japanese Studies from Wellesley College, where she also completed premedical studies before embarking on a career in finance. She serves on the Executive Committee for Special Projects of The Society of Memorial Sloan Kettering Cancer Center and on the Emeritus Board of Womankind (formerly the New York Asian Women’s Center). She is also an Operating Partner at The 98 LP, a women-led early-stage venture fund investing in female-founded businesses. In addition, she has served in numerous leadership roles on the Parents’ Associations of Riverdale Country School and Convent of the Sacred Heart.

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.

Katie Kelly joined Avance as a Finance & Investor Relations Associate. Prior to Avance, Katie worked as a Client and Product Services Associate at KKR, and prior to KKR, she worked as an Investor Relations Associate at J.P. Morgan’s Private Equity Group. Katie graduated from Quinnipiac University, where she earned a B.S. in Computer Information Systems & Accounting, and a Master's degree in Business Analytics.

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.

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.

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.

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.

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.

David Perez is a Co-Founder and Managing Partner of Avance. Prior to founding Avance, David was the President and COO of Palladium Equity Partners. Prior to Palladium, David had several senior private equity roles, including Principal of General Atlantic Partners and Atlas Venture and Senior Associate of Chase Capital Partners. David started his career with James D. Wolfensohn and Co, focused on mergers and acquisitions.

David 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. David is a member of the Council on Foreign Relations, a Co-Chair of the Harvard University Cuba Studies Advisory Group, a member 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.

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).

Olivia Pittman is an Investor Relations Analyst at Avance Investment Management, LLC (“Avance”). Prior to joining Avance, she interned in private equity at ATL Partners. Olivia earned her Bachelor of Commerce from McGill University’s Desautels Faculty of Management.

Dairon Sanchez is an Associate at Avance Investment Management, LLC. Prior to Avance, Dairon worked as an Investment Banking Analyst at Solomon Partners in the Grocery, Pharmacy, and Restaurants group and at BMO Capital Markets in the Mergers and Acquisitions group. Dairon graduated from the University of Florida, where he earned a B.S.B.A in 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.

Jake Schuckman is a Vice President at 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.

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.

Greg Singer joined Avance as a Principal in 2025. Before joining Avance, Greg was a Vice President at Blue Wolf Capital Partners, and prior to that, an Associate at Nautic Partners. Greg started his career as a consultant in the strategy practice at Monitor Deloitte. Greg received a B.S. in Economics and an MBA in Finance from the Wharton School of the University of Pennsylvania.

Carl Stanton is a Senior Advisor of Avance Investment Management, LLC, bringing over three decades of experience in private equity, credit and structured finance, operational leadership, and public markets. He is known for disciplined investing, thoughtful structuring, and partnering with management teams to scale businesses and drive durable value creation. Mr. Stanton has held senior roles across institutional platforms, including Managing Partner and Head of Private Equity at Invesco Private Capital (NY) and Managing Partner at Wellspring Capital Management. He is a co-founder of Focus Impact Partners, a invesment vehicle focused on Social Forward investments in public and private companies. He has served in executive leadership roles supporting strategy, governance, and value creation initiatives, including with publicly listed companies. Mr. Stanton serves on the Board of Wespath Benefits and Investments as Chairman of the Investments Subcommittee and advises public and private company boards on strategy, governance, and growth. He is active in philanthropic organizations and holds a B.S. in Accounting from the University of Alabama and an M.B.A. from Harvard Business School.

Spencer Steinberg is a Vice President of Avance Investment Management, LLC. Previously, Spencer worked as a Senior Associate at Harvest Partners, a New York-based private equity firm. Prior to joining Harvest Partners, Spencer worked as an Analyst in the investment banking division of Rothschild & Co in the Industrials group. Spencer graduated cum laude from Duke University, where he earned a B.S. in Economics.

Matt Strabone joined Avance in 2026. Prior to joining Avance, Matt was a Principal at Palladium Equity Partners. Matt started his career as an analyst at Deutsche Bank in the Business Services and Consumer groups. Throughout his career, Matt has developed domain expertise within various business services sectors. Matt received his B.S. in Management with a concentration in Finance, summa cum laude, from Boston College.

Mary Struble is a Vice President 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.

Gleeson Van Riet is an Operating Partner in Avance Investment Management, LLC’s Value Creation Group.

Gleeson is an experienced Chief Financial Officer with a proven record of driving rapid growth and operational transformation across public and private companies. He previously worked in London with Credit Suisse advising private equity firms on cross-border transactions, and in Los Angeles with Donaldson, Lufkin & Jenrette (DLJ) financing high-growth companies.

Gleeson holds dual degrees (B.A. and B.S.) from the University of Pennsylvania’s College of Arts and Sciences and the Wharton School, as well as an MBA from Harvard Business School. He serves on the board of CanCare, Inc., a nonprofit focused on cancer support.

Mateo Vargas Castillo is a Senior Associate of Avance Investment Management, LLC. Prior to Avance, Mateo worked as an Investment Banking Associate at Sawaya Partners, now part of Canaccord Genuity, where he advised on public, private, and sponsor-backed transactions across the Consumer sector. Mateo earned a B.S. in Finance from Stern School of Business at New York University.

Tom Wolf is a Senior Advisor of Avance Investment Management, LLC. Tom has been a Partner for 25 years at Kenner & Company, involved in all aspects of the firm’s investments and operations, following almost 10 years at JP Morgan. Tom brings years of private capital investment experience, relationships, and knowledge to the Avance team. Mr. Wolf received a Master’s in Engineering in Operations Research and a Bachelor of Science in Industrial Engineering from Cornell University.

Kristen Yee is an Associate at Avance. Prior to Avance, Kristen worked as an analyst at Bank of America in the Technology, Media & Telecom group. Kristen graduated from University of Michigan, where she earned a B.A. Organizational Studies.

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 that, 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.