Avance is honored to be recognized by BluWave, LP as a Top 50 PE Innovator!
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When you partner with Avance, you get more than just capital




Laura Baer

Experienced investors
adept at guiding and supporting companies through transformative growth.

Deep network
of executives, advisors, and functional experts ready to help you grow your business.

Collaborative partners
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.

People-first culture
which values teamwork, empathy, service, integrity, trust and communication.

Established reputation
as a friendly, value-added team, that prioritizes long term relationships.
Transformative growth of North American based middle market companies in the following sectors:
- Business & Technology Services
- Infrastructure & Commercial Services
- Consumer Products & Services
- Financial & Insurance Services
Rapidly scalable business models within targeted sub-sectors and end markets
Profitable businesses with strong cash flow characteristics
$25-$250M
$10-$75M
Industry Catalysts Accelerating Growth and Change

Solid Partnership Dynamics
At Avance, our business is to help your business grow

Strategy
Develop clearly-defined 1, 3 and 5 year strategic plans, outlining vision, tactics and metrics.

Talent
Leverage extensive network and human resources to help grow the leadership team and Board.

Acquisitions
Proactive outreach to acquisition candidates; execution and integration support.

Growth
Support organic growth initiatives focused on revenue and margin enhancement, including sales, procurement and digital strategies.

ESG
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.

Manny Cadavid
Associate

Alesia Chin
Operations & Executive Support

John Civantos
Senior Partner

David Cynn
Senior Advisor

Mark DeVincentis
Partner, Head of Capital Formation & Investor Relations

Leanys Fernandez
Operations & Executive Support

Daniel Ferris
Principal

Rohan Jones
Chief Financial Officer &
Chief Compliance Officer

Kabeer Khurana
Managing Director

Steven Lamb
Managing Director

Natansh Mathur
Managing Director

Christopher McGee
Vice President

Angel Morales
Senior Advisor

Falak Muhammedi
Associate Director

David Perez
Managing Partner

Gretchen Perkins
Partner

Whitney Sansalone
VP of Finance

Jake Schuckman
Vice President

Erik Scott
Senior Advisor

Tucker Smith
Vice President

Spencer Steinberg
Vice President

Jared Strauss
Associate

Mary Struble
Senior Associate

Mateo Vargas Castillo
Associate

Luis Zaldivar
Managing Partner