I have spent 22 years in the banking industry starting in investment banking then moving to commercial. The first half of my career was spent in analytical roles giving me a solid foundation to build on. I currently lead the Fort Worth Middle Market team for Cadence Bank with a focus on companies with $5-25MM…
When the deal closes, I’m here to help. I have extensive experience in accounting and finance. Prior to joining Plante Moran, I spent time in external financial statement audit and in an analyst role in a public company setting. I currently assist clients with various accounting, finance and risk management related consulting projects with an…
Juliane Stephan, Director, joined Incline in July 2021. She is responsible for identifying, assessing, and recommending value driven technology and operational improvements for portfolio companies. Previously, Juliane was an Associate Partner at Bain & Company, where she led industrial technology strategy, digital operations and performance improvement engagements across manufacturing, distribution, and services businesses. Prior to…
Katie Kimble is a Managing Director of Investments at Fundamental Income. In this capacity, Katie is responsible for sourcing and reviewing single-tenant acquisition and investment opportunities across the middle market. Katie previously served as Vice President of Business Development and Communications for RiverGlade Capital, a lower middle market healthcare private equity firm. There, her primary…
Carrie DiLauro is the Director of Operations at Hamilton Robinson Capital Partners. She joined HRCP in 2008 and brings over 25 years of experience in global manufacturing and finance. She is responsible for a wide scope of operations management for the firm including investment sourcing, investor relations, marketing, IT, facilities management, human resources, compliance, ESG…