Collaborative, Experienced, and Results-Driven

Kevin is a member of the Private Credit team. He leads the Special Assets group, focusing on restructurings and time-intensive investments. Kevin joined Apogem Capital from Madison Capital, where he has worked since 2004. He began his career in the financial services industry in 1997.

Daniel is a member of the Private Credit team. He focuses on developing and maintaining relationships with lenders as well as structuring and syndicating transactions originated and led by the firm. Daniel joined Apogem Capital from Madison Capital, where he has worked since 2015. He began his career in the financial services industry in 2001.

Chaz is a member of the Private Equity team. He focuses on private equity fund investing and co-investing and is involved in all aspects of private equity investment sourcing, due diligence, and monitoring. Chaz joined Apogem Capital from GoldPoint Partners, where he worked from 2005-2021 prior to rejoining in 2022. He began his career in the financial services industry in 2003.

Rich is a member of the Sponsor Coverage team. He is responsible for sponsor relationship management, new business origination, and structuring and execution of transactions within the general industries vertical. Rich joined Apogem Capital in 2022. He began his career in the financial services industry in 2002.

Rob is a member of the Private Credit team. He is the Chief Credit Officer for Apogem, overseeing credit underwriting, portfolio management, portfolio risk, and special assets. Rob joined Apogem Capital from Madison Capital, where he has worked since 2004. He began his career in the financial services industry in 2002.

David is head of Business Development and Investor Relations for Apogem Capital. He is focused on new business and product development, as well as existing client and consultant relationships globally. David joined Apogem Capital in 2022. He began his career in the financial services industry in 1986.

John is the Chief Financial Officer and Chief Operating Officer of Apogem Capital and oversees all aspects of finance and operations. John joined Apogem from New York Life Investment Management (“NYLIM”) where he was Chief Administrative Officer. Prior to that, John was the Chief Financial Officer for NYLIM with responsibility for finance, mergers and acquisitions, technology, and risk management functions. John began his career in the financial services industry in 1990.

Matt is a member of the Private Credit team. He is responsible for credit portfolio management, including evaluating and monitoring performance of the firm’s direct lending portfolio. Matt joined Apogem Capital from Madison Capital, where he has worked since 2014. He began his career in the financial services industry in 2004.

Mike is a member of the Private Equity team. He focuses on private equity secondary investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Mike joined Apogem Capital from PA Capital, where he has worked since 2012. He began his career in the financial services industry in 1999.

Jared is a member of the Private Credit team. He focuses on developing and maintaining relationships with lenders as well as structuring and syndicating transactions originated and led by the firm. Jared joined Apogem Capital from Madison Capital, where he has worked since 2005. He began his career in the financial services industry in 2004.

Eric is a member of the Sponsor Coverage team. He is responsible for relationship management and new business origination with a focus on the healthcare industry. Eric joined Apogem Capital from Madison Capital, where he has worked since 2019. He began his career in the financial services industry in 1998.

Rana is a member of the private credit team and Chief Administrative Officer, assisting in the formulation and execution of the Direct Lending strategy. Rana joined Apogem Capital from Madison Capital, where he has worked since 2019. He began his career in the financial services industry in 2005.

Jesal is a member of the Sponsor Coverage team. He is responsible for relationship management and new business origination for general industries. Jesal joined Apogem Capital from Madison Capital, where he has worked since 2016. He began his career in the financial services industry in 2003.

Bill is Co-Head of Sponsor Coverage, overseeing sponsor relationships and new business origination for Apogem’s private credit business. He is primarily focused on insurance and financial services and software and technologies industries. Bill joined Apogem Capital from Madison Capital, where he has worked since 2003. He began his career in the financial services industry in 2000.

Patrick is a member of the Private Credit team. He is responsible for credit portfolio management, including evaluating and monitoring performance of the firm’s direct lending portfolio. Patrick joined Apogem Capital from Madison Capital, where he has worked since 2018. He began his career in the financial services industry in 2000.

Henry is the Head of Fund Administration for Apogem Capital, focusing on fund accounting and finance for the firm’s Private Equity and Private Credit strategies. Henry joined Apogem Capital from GoldPoint Partners, where he has worked since 2005. He began his career in the financial services industry in 1997.

Zac leads the Private Real Assets strategy, overseeing fund investments, direct co-investments, and secondaries. He is involved in all aspects of investment sourcing, due diligence, and monitoring for private natural resources and infrastructure investments. Zac joined Apogem Capital from PA Capital, where he has worked since 2014. He began his career in the financial services industry in 1998.

Sunil is Co-Head of Sponsor Coverage, overseeing sponsor relationships and new business origination for Apogem’s private credit business. He is primarily focused on deals within the general industries vertical. Sunil joined Apogem Capital from Madison Capital, where he has worked since 2005. He began his career in the financial services industry in 1999.

Marcus is a member of the Sponsor Coverage team. He leads sponsor relationship management and new business origination within the general industries vertical for Apogem’s private credit business. Marcus joined Apogem Capital from Madison Capital, where he has worked since 2016. He began his career in the financial services industry in 2002.

Todd is a member of the Private Equity team. He leads the GP Stakes strategy for Apogem Capital, overseeing minority equity investments in middle market GPs across private market strategies in North America and Europe. Todd joined Apogem Capital from PA Capital, where he has worked since 2006 on the private equity team. He began his career in the financial services industry in 2002.

Chip is a Senior Advisor, focused on strategic partnerships and private equity. Chip joined Apogem Capital from PA Capital, where he has worked since 2003. Chip was previously the CEO of PA Capital and a member of the private equity team. Chip served on numerous private equity advisory boards and was involved in launching new strategies at PA Capital. He began his career in the financial services industry in 1989.

Michael is a member of the Sponsor Coverage team. He is responsible for sponsor relationship management and new business origination within the general industries vertical for Apogem’s private credit business. Michael joined Apogem Capital from Madison Capital, where he has worked since 2006. He began his career in the financial services industry in 2001.

Josh is the Chief Executive Officer of Apogem Capital. He is responsible for setting the firm’s strategic direction and managing day-to-day operations. Josh re-joined Apogem Capital in 2023 after previously working with the Madison Capital Funding team from 2001 to 2015. Prior to re-joining Apogem, Josh was with Vista Credit Partners from 2015 to 2023, where he served as a Managing Director. Josh began his career in credit investing in 1998.

Megan is Head of Sustainability for Apogem Capital. She is responsible for working with management and investment teams to develop, implement, and advance sustainability across the firm and within each of its investment capabilities. Megan joined Apogem Capital in 2022. She began her career in the financial services industry in 2014.

Bryan is a member of the Private Equity team. He focuses on private equity fund investing and co-investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Bryan joined Apogem Capital from PA Capital, where he has worked since 2012. He began his career in the financial services industry in 2008.

Ryan oversees operational due diligence related to the firm’s private equity, private real assets, and long/short equity strategies, focusing on underwriting managers and GPs. Ryan joined Apogem Capital from PA Capital, where he has worked since 2013. He began his career in the financial services industry in 2003.

Kee is a member of the Private Equity team. She focuses on private equity fund investing and co-investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Kee joined Apogem Capital from PA Capital, where she has worked since 2002. She began her career in the financial services industry in 2000.

Anna is a member of the Sponsor Coverage team. She is responsible for sponsor relationship management, new business origination, and structuring and execution of transactions with a focus on the healthcare industry. Anna joined Apogem Capital from Madison Capital, where she has worked since 2010. She began her career in the financial services industry in 2007.

Lynn is a member of the Private Credit team. She is the Deputy Chief Credit Officer and leads credit portfolio management, overseeing performance of the firm’s direct lending portfolio and providing guidance to the underwriting team.  Lynn joined Apogem Capital from Madison Capital, where she has worked since 2012. She began her career in the financial services industry in 2005.

Steve is Chief Technology Officer for Apogem, responsible for developing Apogem’s technology vision and strategy, with an emphasis on supporting business capabilities and long-term growth objectives. Steve joined Apogem Capital in 2022. He began his career in the financial services industry in 1999.

Ashish is Head of Direct Lending for Apogem Capital, leading all efforts around direct lending including the structuring and management of CLOs and structured credit, and overseeing capital markets. Ashish joined Apogem Capital from Madison Capital, where he has worked since 2014. He began his career in the financial services industry in 2003.

Bart is a member of the Private Equity team. He focuses on private equity secondary investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Bart joined Apogem Capital from PA Capital, where he has worked since 2012. He began his career in the financial services industry in 1993.

Stephanie is a member of the Private Credit team. She is a senior member of the Special Assets group, focusing on restructurings and time-intensive credit investments. Stephanie also monitors the firm’s junior credit portfolio. Stephanie joined Apogem Capital from Madison Capital, where she has worked since 2017. She began her career in the financial services industry in 1994.

Junaid is a member of the Private Credit team. He is responsible for credit portfolio management, including evaluating and monitoring performance of the firm’s direct lending portfolio. Junaid joined Apogem Capital from Madison Capital, where he has worked since 2014. He began his career in the financial services industry in 2007.

Rick is a member of the Private Credit team. He is a senior member of the Special Assets group, focusing on restructurings and time-intensive credit investments. Rick joined Apogem Capital from Madison Capital, where he has worked since 2017. He began his career in the financial services industry in 1999.

Chris is the President of Apogem Capital. Chris is responsible for setting the firm’s strategic direction and managing day-to-day operations. Chris joined Apogem Capital from PA Capital, where he has worked since 2004. He began his career in the financial services industry in 1997.

Brian is a member of the private credit team. He is responsible for Collateralized Loan Obligations and Structured Products, as well as raising investor capital for the firm’s Direct Lending strategy. Brian joined Apogem Capital from Madison Capital, where he has worked since 2012. He began his career in the financial services industry in 2008.

Adam is Co-Head of Sponsor Coverage, overseeing sponsor relationships and new business origination for Apogem’s private credit business. He is primarily focused on deals within the healthcare industries vertical. Adam joined Apogem Capital from Madison Capital, where he has worked since 2010. He began his career in the financial services industry in 1999.

Richard is a member of the Private Equity team. He focuses on private equity fund investing and co-investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Richard joined Apogem Capital from PA Capital, where he has worked since 2014. He began his career in the financial services industry in 2001.

Louise is a member of the Private Equity team. She focuses on private equity fund investing and co-investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Louise joined Apogem Capital from PA Capital, where she has worked since 2008. She began her career in the financial services industry in 2005.

Mike is a member of the Private Equity team. He focuses on private equity secondary investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Mike joined Apogem Capital from PA Capital, where he has worked since 2012. He began his career in the financial services industry in 2003.