Our Company
One Team. A Myriad of Perspectives and Experiences.
We have invested more than $1.5 billion across various industries as a team. Our culture combined with our experience up and down the balance sheet makes us unique in our perspective, enables us the flexibility to create bespoke structured solutions and partner with leading companies with a focus on alignment, accelerating growth and building long term enduring value.
Investment Team
Brian Adamsky
Brian grew up in Doylestown, PA. He still lives in the same area with his wife and has two grown children. Brian enjoys getting together with six siblings, all of whom live in Bucks County. Brian is a Certified Public Accountant and a Certified Secondary Education (Mathematics) Teacher, but still struggles with any electronic device more complicated than a 10-key calculator.
- Cross Atlantic Capital Partners
- BS, Accounting – LaSalle University
- MS, Education – Cabrini University
Kurt Aplan
Kurt grew up in Buffalo, NY and Gaithersburg, MD. He currently lives outside Philadelphia with his wife and son.
Kurt is a lifelong Buffalo Bills fan and is thankful he was too young to remember the team’s four Super Bowl losses from the early ‘90s that occurred in back-to-back-to-back-to-back seasons.
- Royal Bank of Canada
- Grant Thornton Consulting
- BS, Finance – Penn State
Joseph Burkhart
Joe grew up in Milwaukee, WI and now lives in the Washington, DC-area with his wife and three children. As a kid, Joe grew up cheering for the Green Bay Packers and he went on to become a team owner. When not working, Joe can be found on the sidelines cheering for his kids’ sports teams or working on his golf game.
- Allied Capital
- EJF Capital
- American Capital
- Saratoga Investment Corp.
- BBA, Accounting – University of Notre Dame
- MBA – University of Virginia
Matt Carey
Matt grew up in Seaford, DE and currently lives in Philadelphia. Matt continues to play soccer in his free time and is still searching for a consistent golf swing.
- J.P. Morgan
- Fairmount Partners
- Cardinality.ai
Prior Boards
- Navint Partners
- BA, Economics – Johns Hopkins University
- CFA Charterholder
Steve Dressel
Steve grew up in Malvern, PA and now lives in Berwyn, PA with his wife and daughter. Steve has always been an avid golfer and competed at the collegiate level for four years. Steve is constantly reminded that his mother and father have 6 holes in one while Steve is still searching for his first.
- Allstate Insurance
- BS, Elon
Christina Duan
Christina grew up in Shanghai, China, and currently resides in Philadelphia, PA. Beyond her work, she’s an enthusiastic cyclist, a Pilates lover, and a fan of racket sports, with tennis, badminton, and ping-pong ranking among her favorites. Recently, She has also taken up pickleball and proudly considers herself a devoted Roger Federer fan.
- BA, Business Administration – USC
- Masters in Finance – USC
Bill Dyer
Bill grew up in Berwyn, PA and currently lives in Berwyn, PA with his family. Bill became an avid college basketball fan during his undergrad years at Duke. Now having a wife and three children, he has lost complete touch with the sport and can barely find the time to fill out his bracket for March Madness.
- American Capital
- MSDSonline
- Bainbridge, Inc.
- Markowitz & McNaughton
- Accurate Background
- ALHI
- CellTrak
- Ducker Carlisle
- Implan
- Finch
- Stravos
- BS, Biology – Duke
- MBA – University of Chicago
Lorelei Gaus
Lorelei grew up in Garland, Texas and currently resides in Philadelphia with her husband and daughter. She spends her weekends simultaneously clinging to the hope of another Dallas Cowboys Super Bowl victory and antagonizing her neighbors.
Boston Consulting Group
U.S. Marine Corps
Glamsquad
BS – History, The United States Naval Academy
MA – Walsh School of Foreign Service, Georgetown University
MBA – The Wharton School, University of Pennsylvania
Ken Jones
Ken grew up in Bensalem, Pa and now lives in Haverford, Pa with his wife. As a kid, Ken grew up fishing, boating, trapping and swimming in the Delaware River. As a father, he helped raise one daughter who was the son he never had. She grew up to be All American collegiate rower who is now married. When not working, Ken is working on lowering his golf handicap and improving his platform tennis game.
- American Capital
- MVP Capital Partners
- Berwind Financial
- PNC Bank
- Mellon Bank
- PSFS
- Ducker
- Hawke Aerospace
- Talentbridge
Prior Boards
- Fresh Dining Concepts
- KBP
- Lugano
- OBBCO
- Solomon Edwards
- BA, Economics – East Stroudsburg
- MBA – Drexel
- Chartered Financial Analyst
Kelly Lee
Kelly grew up in South Carolina, but has lived in Park City, Utah; Naples, FL; Richmond, VA; Boston, MA and New Jersey. She reentered the workforce as a consultant after raising 2 children and enjoys the challenges her clients present as they keep life interesting and fun. When it stops being fun, Kelly is looking forward to retiring to Utah and skiing with her husband.
- ACG Philadelphia
- Wharton PE&VC
- Kellogg FinNet
- Markle Insurance Company
- Prudential Reinsurance
- PMA Reinsurance
- BS Finance Clemson University 1989
- Certified Public Accountant 1993
Chong Moua
Chong grew up in Lancaster, PA and now lives in Berwyn, PA with his wife and two kids. On the weekends, Chong is an avid golfer and enjoys binge watching his children when he’s not watching re-runs of the Office. On the weekends in the fall, you can always find him in Happy Valley with 107,000 of his closest friends.
- American Capital
- AIG Global Investment Group
- Wachovia Securities
- ACI Learning
- AnalyticsIQ
- Choozle
- Polysign
- SiteSpect
- Spark Hire
- Splashlight
- TapClicks
- Telmar
Prior Boards
- Navint
- Network For Good
- OrthoFI
- SurveyHealthcareGlobus
- BS, Finance – Penn State
Andrew Olsen
Andrew grew up in Westfield, NJ and now lives in Berwyn, PA with his wife and four children. During college, Andrew drove a solar-powered car from Chicago to Los Angeles as part of a competition that drew teams from more than two dozen universities and finished last.
- Morgan Stanley & Co.
- ALHI
- CellTrak
- Community Dental Partners
- Jan-Pro
- Re-Sourcing Group
Prior Boards
- CellTrak
- Unitas Global
- BS, Economics – Wharton
- Chartered Financial Analyst
Shivam Patel
Shivam grew up in Detroit, MI and currently resides in Bryn Mawr, PA with his wife.
During his free time, Shivam is either “playing” golf or is hopelessly cheering on the Michigan Wolverines on the football field. For these reasons, Shivam continues to look for better ways to relax and unwind.
- Moelis & Company
- Knotel
- Cardinality.ai
- Glamsquad
- Spark Hire
- BBA – University of Michigan Ross School of Business
Matt Pulos
Matt grew up in Villanova, PA and now lives in Philadelphia with his fiancée after five years in New York. Matt travels often, hoping to ‘hit his age’ in countries visited, despite needing Google Maps to find his way home from work. He hopes to resume these travels after recovering from the shock of having his own closet in his new home.
- RSM US LLP
- Spark Hire
- BS, MS, Accounting – Penn State University
- Certified Public Accountant
Colin Raws
Colin grew up in Malvern, PA and now resides in Philadelphia, PA. Colin learned early that politics was not in his future when he and his running mate came in dead last after a hard fought campaign for President and Vice President at Villanova.
- Milestone Partners
- BearingPoint
- SEI Investments
- BS, Business Administration – Villanova
Andrew Smith
Andrew grew up in Middletown, New Jersey and now lives in Philadelphia after 3 years in New York. Andrew was a member of the swim team in college, but his favorite athletic memory was being captain of his intramural basketball team where they made it to the playoffs only through forfeited wins – they promptly lost in the first round.
- Aquiline Capital Partners
- DoorDash
- BA, Middlebury College
Value Creation Team
Yield Group
Yield Group is the exclusive Go-to-Market advisory firm for the portfolio companies of Boathouse Capital. Yield’s team of experienced entrepreneurs have launched, scaled and exited companies and know first-hand the challenge of building a repeatable, scalable revenue engine. We help portfolio companies compress time to driving capital-efficient growth.
Gary Schwake | Yield Group
Gary grew up in the Midwest (Ohio, Iowa and Ohio again). He now lives in Charlotte, NC with his wife Leslie and their four children, who have a 13-year age gap from youngest to oldest. Gary is a graduate and fan of THE Ohio State University Buckeyes, but also cheers for South Carolina (by way of marriage) and the North Carolina Tar Heels (by way of tuition dollars).
- Wells Fargo
- Virtual Event Bags
- Global Payments
- Spark Hire
- BS, Finance & Marketing – The Ohio State University
- MBA, Wake Forest University Babcock School of Business
Andy Monahan | Yield Group
Andy grew up in Rochester, NY and now lives in Tega Cay, SC with his wife, two boys, and dog. Andy pursues various outdoor activities, which typically amounts to wandering around looking for wayward golf balls or game birds.
- Capital One
- AOL
- Updater
- BS – University of Michigan
- MBA – University of Rochester, Simon Business School