With a demonstrated track record of success, we believe our team brings together strong talent to collaborate and realize the power of your business. Let our expertise guide the growth and optimization of your company.
We are former entrepreneurs and business leaders who love helping companies reach their full potential. We have extensive experience in carve outs, public to private transactions, and private equity investments, giving us the insight we need to drive seamless, positive outcomes. Have a data, software or analytics venture that needs an investment partner? Reach out to us and let’s start a conversation.
Philip Anderson
Principal
Philip Anderson
Principal
Phil Anderson is a Principal with STG. Phil is involved with current investments eProductivity Software, Fishbowl, Onclusive, and Nomis. Prior to joining STG, Phil worked for three years as an analyst in the Healthcare Group at Bank of America Merrill Lynch in New York. Phil graduated from Washington & Lee University with a B.A. in Economics.
Kevin Ankerholz
Principal
Kevin Ankerholz
Principal
Kevin is a Principal with STG. Before joining STG, Kevin worked at Veritas Capital in New York where he focused on middle-market and large-cap control private equity investments in healthcare information technology, enterprise software, government services, and aerospace & defense businesses. Prior to Veritas, Kevin began his career as an investment banker with Citigroup’s healthcare team in New York.
Kevin earned a BA in Chemistry and Economics from Vanderbilt University, an MBA from The Wharton School, and an MA in International Studies from The Lauder Institute at the University of Pennsylvania.
Camille Ashley
Principal, Business Development
Camille Ashley
Principal, Business Development
Camille is Principal, Business Development with STG where she is responsible for deal sourcing as well as developing relationships with investment bankers and other financial professionals. Camille leads the firm’s business development efforts for STG’s Allegro Strategy focused on lower middle market investments in the enterprise software and software-enabled technology services sectors.
Previously, Camille was a Vice President in Harris Williams & Co’s Technology, Media & Telecom Group in San Francisco. She advised entrepreneurs, family-owned businesses, private equity and venture capital groups, and corporations on mergers, acquisitions, and growth equity transactions across the Internet, digital media, eCommerce, software, and technology-enabled business services sectors. Prior to joining Harris Williams & Co., Camille worked at Wells Fargo.
Camille holds an M.B.A. from the Tuck School of Business at Dartmouth and a B.S. from the Edmund A. Walsh School of Foreign Service at Georgetown University.
Sabith Azward
Senior Associate
Sabith Azward
Senior Associate
Sabith Azward is a Senior Associate with STG. Prior to joining the firm, Sabith worked at Constellation Software and Canada Pension Plan Investment Board.
Sabith is a CPA, CA and graduated from Wilfrid Laurier University with an Honors B.B.A. in Accounting.
Marc Bala
Managing Director
Marc Bala
Managing Director
Marc Bala is a Managing Director with STG, where he has helped lead and manage STG’s investments in Capco (sold to FIS), Consilio (sold to Shamrock), CoreOne Technologies (sold to Markit), Fishbowl, First Advantage (sold to Silver Lake Partners), Nomis, Skyhigh Security and Trellix (from the combination of McAfee Enterprise and FireEye), Symphony Talent, and Yodlee.
Marc joined Symphony in 2006 from Capco, a provider of consulting services to the financial services industry. Before joining Capco, Marc was a Senior Associate at a boutique merchant bank where he advised and invested in enterprise software and technology services companies.
Marc started his career in the corporate finance practice at Farrell Grant Sparks, an Ireland-based accounting and consulting firm focused on the technology industry.
Marc received his Bachelors from Boston College and his Masters from University College Dublin. Marc is currently a member of the board of directors of Fishbowl, Nomis, Skyhigh Security, Trellix, and Yodlee.
Monica Balli
Senior Executive Assistant
Monica Balli
Senior Executive Assistant
Katherin Barroca
Senior Executive Assistant
Katherin Barroca
Senior Executive Assistant
Paul Batavia
Senior Vice President, Head of Information Technology
Paul Batavia
Senior Vice President, Head of Information Technology
Paul Batavia serves as Senior Vice President, Head of Information Technology for STG. Paul oversees the strategic direction, operations, and cybersecurity of STG’s IT and communication systems, drives innovative solutions to enhance firm and portfolio company growth, efficiency, and security. He is leading the implementation of advanced cybersecurity protocols, optimizing infrastructure, and ensuring regulatory compliance across STG’s global operations.
With over 25 years of experience in information technology, including ten years in private equity, Paul brings extensive experience in system administration, application development, cybersecurity, and regulatory compliance. Before STG, he was Managing Director, Information Technology at Sterling Organization, managing IT operations, cybersecurity, and IT compliance.
Paul holds a BS in Information Technology and a MS in Cybersecurity from Western Governors University. A military veteran, Paul honorably served two tours of duty in Iraq during Operation Iraqi Freedom.
Subrahmanya Bhat
Vice President, Finance and Operations, STG Labs
Subrahmanya Bhat
Vice President, Finance and Operations, STG Labs
Subbu joined STG in early 2019 and has been responsible for the day-to-day operations and administration of STG Labs to assist and enable STG portfolio companies in their offshoring transformation activities. He is also on the Board of the India entities of STG’s portfolio companies in an oversight and governance role to ensure compliance with all local regulatory requirements.
Subbu brings over 18 years of diverse experience in the field of finance, accounting, operations, and compliance. He is a keen analyst with excellent relationship management skills. He joined STG from Oracle Financial Software Services where he spent nearly six years in finance, business planning, and operations, reporting to the COO of the company.
Prior to Oracle, Subbu was with Symphony Marketing Solutions (a Symphony company acquired by Genpact) for more than six years where he was part of the finance, accounting, and compliance functions. Subbu expanded his responsibilities at Genpact as the FP&A lead and finance integration specialist for acquisitions like Empower Research and Atyati Technologies. Prior to Symphony Marketing Solutions, Subbu had more than five years of experience in the areas of finance and accounts of various IT/ITES companies including Sterling Commerce, Torry Harris, and Mindteck India Limited.
Subbu is a Chartered Management Accountant from CIMA London, UK, and also holds an MBA degree with specialization in Finance.
Edoardo Bounous
European Director of Business Development
Edoardo Bounous
European Director of Business Development
Edoardo is responsible for deal sourcing as well as for developing relationships with bankers and other industry and corporate professionals for STG in Europe and is the managing director of STG Italy S.r.l..
Edoardo joined STG in September 2014 from JobRapido, the second-largest global player in the job-aggregator segment, where he was the CEO. Prior to that Edoardo was the CEO of Amber Capital Investment SGR in Italy, part of the Amber Capital Investment Management group. Previously Edoardo worked for 15 years in London at the FTSE 250 Euromoney Institutional Investor PLC, the international business-to-business information group, where he was a member of the executive committee and a main board director with executive responsibilities across a number of the firm’s businesses around the world.
Edoardo holds a degree from the University of Economy and Commerce in Turin.
Andrew Brito
Vice President
Andrew Brito
Vice President
Andrew Brito is a Vice President with STG. Prior to STG, Andrew worked as an investment banking associate in the Financial Sponsors group at Morgan Stanley in San Francisco. Andrew has also worked as an economic consultant at Analysis Group in Los Angeles. Andrew holds a B.S. in Business Administration from the University of Southern California and an M.B.A. from the Wharton School.
Kelly Carlson
Managing Director, Head of Talent
Kelly Carlson
Managing Director, Head of Talent
Kelly Carlson is Managing Director, Head of Talent with STG, where she is leading the firm’s talent efforts, working across the portfolio to attract CEOs and executive leadership teams to drive results. Kelly’s mandate includes the curation of a CEO and senior leaders network aligned with the firm’s investment priorities. Driving innovations of assessment and human capital best practices to the portfolio companies are key tenants of STG’s talent strategy.
Kelly joined STG in 2019 from TillmanCarlson, a retained executive search boutique, recruiting CEOs, CFOs, CTOs and GTM leaders, where she served as one of the co-founders of the firm before being appointed President & CEO. Prior to launching her firm in 2003, Kelly spent eight years at Russell Reynolds Associates as one of the early members of the firm’s technology practice, working predominantly in software and services. Kelly started her career with AT&T and MCI in sales and account management.
Kelly received her Bachelors from Benedictine University and her Masters from DePaul University.
Ravindar Chahal
Director IT and Security
Ravindar Chahal
Director IT and Security
As Director of IT and Security, Ravi oversees STG’s technology operations which include maintaining information security, operational resiliency, and cybersecurity regulatory posture. Ravi brings over 18 years of technical experience acquired through various roles at a variety of companies in the technology sector.
Ravi joined STG in 2013 and had driven the modernization of their operational infrastructure, including the leveraging of cloud-based services. He has focused on improving overall security through implementation of technologies, policies, and procedures, and driving end-user adoption for standards. Ravi led key business initiatives for the firm centered around data loss protection, backup and recovery, managed IT and security services implementation, and helpdesk rollout.
Prior to STG, Ravi held various roles at Symphony Teleca (“STC”), a portfolio company of STG, and various of its subsidiaries. Most recently, Ravi was STC’s IT Manager where he drove operational initiatives between corporate offices throughout USA and India. His responsibilities included the migration of operational resources into STC’s global infrastructure, including assisting with the implementation of other STG portfolio companies’ outsourcing of services to STC. Ravi was also responsible for providing end-user support to STG management company and maintained their network and servers as part of STC’s managed services offerings. Prior to that, Ravi held various IT operations and senior application engineer roles at other STC-acquired entities – Symphony-Metreo and SymphonyRPM.
Ravi graduated from San Jose State University in 2002 with a BS Computer Science and Mathematics.
Sarah Cheng
Senior Associate
Sarah Cheng
Senior Associate
Shuying (Sarah) Cheng is a senior associate with STG. Prior to joining STG, Sarah worked for two years as an investment banking analyst in the Financial Institutions Group at Credit Suisse in New York. Sarah graduated from Princeton University with a B.S.E. in Operations Research and Financial Engineering.
Tommy Cheng
Associate
Tommy Cheng
Associate
Tommy Cheng is an associate with STG. Prior to joining STG, Tommy worked as an investment banking analyst in the Mergers & Acquisitions Group at J.P. Morgan in San Francisco. Tommy graduated from Carnegie Mellon University with a B.S. in Business Administration.
Elliott Cherry
Associate
Elliott Cherry
Associate
Elliott Cherry is an Associate with STG. Prior to joining STG, Elliott worked as an investment banking analyst in the Financial Sponsors Group at Bank of America in San Francisco. Elliott graduated summa cum laude with a BS in Economics from The Wharton School at the University of Pennsylvania.
William Chisholm
Managing Partner
William Chisholm
Managing Partner
Bill Chisholm is a co-founder of STG and serves as the firm’s Managing Partner and Chief Investment Officer. At STG, Bill leads the firm’s investment activities and assumes a hands-on approach in the day-to-day management of STG companies. From strategic discussions to mining innovation opportunities, Bill acts as a sounding board on a variety of issues.
Bill has led many STG investments, including AFS Technologies (sold to Telus), Aldata (now SymphonyEYC), Cadmium, CAI Software, Capco (sold to FIS), CoreOne (sold to Markit), Dodge Construction Data, eProductivity Software, First Advantage (sold to Silver Lake Partners), IMI (merged with CDC Corp.), Intentia (merged with Lawson Software), GERS (sold to Ecometry/GGC), IRi (sold to New Mountain), JobRapido, Skyhigh Security and Trellix (from the combination of McAfee Enterprise and FireEye), MSC Software (sold to Hexagon), RSA, Symphony Services (merged with Teleca to become Symphony Teleca, sold to Harman), Symphony Talent, Symphony Marketing Solutions (sold to Genpact), Trace One (sold to Main Capital), Ventiv (sold to Tailwind Capital), and Winshuttle (sold to Precisely).
Prior to co-founding STG, Bill co-founded The Valent Group and also worked at Bain & Company and PaineWebber, Inc.
Bill graduated from Dartmouth College with a Bachelor of Arts degree and from The Wharton School with an MBA with Distinction. He currently sits on the board of directors for Cadmium, CAI Software, Dodge, eProductivity Software, Jobrapido, RSA, Skyhigh Security, Symphony Talent, and Trellix.
Joe Clancy
Principal
Joe Clancy
Principal
Joe is a Principal at STG, where he has helped lead and manage the firm’s investments in Skyhigh Security, Trellix (from the combination of McAfee Enterprise and FireEye) and Surveymonkey.
Joe joined STG from TPG in San Francisco. At TPG Joe was involved in the firm’s investments in RCN, Grande, and Wave to form Astound Broadband, and its investment in Fandom, where he served as interim CFO. Joe began his career at Morgan Stanley on the media and communications investment banking team in New York.
Joe graduated from Boston College cum laude with degrees in Biology and Economics. He currently serves on the board of directors for Skyhigh Security, Trellix and Surveymonkey.
Neal Clemente
Associate, Talent
Neal Clemente
Associate, Talent
Neal helps drive portfolio talent for STG and is focused on attracting and retaining best in class executive talent to lead the firm’s investments. Prior to STG, Neal spent seven years with a boutique executive search and human capital advisory firm that specialized in placements for PE-backed software and technology companies.
Originally from southern California, Neal studied at University of California, San Diego and received his BA in Economics. He currently resides in New York City.
Kevin Dang
Senior Associate
Kevin Dang
Senior Associate
Kevin Dang is a Senior Associate with STG. Prior to joining STG, Kevin worked as an investment banking analyst / associate for two years in the Telecom & Media group at Citigroup and for a year in the Leveraged Finance group at HSBC, in New York City.
Kevin graduated from Columbia University with a B.A. in Computer Science and Financial Economics.
Nanette DeSmet
Executive Services Director
Nanette DeSmet
Executive Services Director
Edouard Didier
Managing Director
Edouard Didier
Managing Director
Ed Didier is a Managing Director with STG, where he has helped lead and manage STG’s investments in Winshuttle (sold to Precisely), Maincare (sold to Montagu Private Equity), RedSeal, RSA, Skyhigh Security and Trellix (from the combination of McAfee Enterprise and FireEye) and SAI360.
Before joining STG, Ed was an Associate Partner at Bain & Company in the Private Equity Group and the Technology practice in San Francisco, where he led deals in the enterprise software, data center and technology-enabled services verticals. Prior to Bain, Ed worked at QInvest in Qatar, executing strategic investments on behalf of the Principal Investments team. Ed started his career at Morgan Stanley in London in the Investment Banking Division.
Ed received a Bachelor of Science in History and International Relations from The London School of Economics and Political Science and an MBA from ESSEC Business School in France, with a concentration in finance and corporate strategy. He currently serves on the board of directors for SAI360, RedSeal, RSA, Skyhigh Security, and Trellix.
Samir Duggal
Senior Vice President, Business Operations, STG Labs
Samir Duggal
Senior Vice President, Business Operations, STG Labs
Samir Duggal is the Senior Vice President, Business Operations, STG Labs.
Samir brings more than 27 years of experience in product management, product engineering, operations, and onshore/offshore transformation initiatives.
Samir has spent 10 years in the STG family (2006-2016) with Symphony Teleca in a variety of roles managing delivery and innovation capabilities for product engineering, dev ops, QA automation, cloud based SaaS software delivery, data security and compliance. While at Symphony Teleca, he managed the teams for several of the STG portfolio companies including Maincare, Symphony Talent, Ventiv and First Advantage. Before joining Symphony Teleca, Samir worked with i2 Technologies at Dallas and MetricStream in Bangalore.
Samir has had two entrepreneurial stints: the first time as a co-founder of a smart store retail company ‘KWIK24’, which was acquired by Big Basket (India’s largest on-line grocery store) within two years of being founded, and the second time to help the founder scale a SaaS talent lifecycle management solution company ‘My Ally.AI’ which was recently acquired by Phenom, an AI powered talent management company.
Samir comes with functional expertise on human talent lifecycle management and AI, supply chain management, consumer facing B2C businesses and retail. He has also set-up and run global teams in India, Russia, and Morocco, and incubated joint ventures in China.
At STG, Samir will help portfolio companies jump start their teams in India and manage the day-to-day operations of these teams until the portfolio companies set-up their own subsidiaries/captives and hire local India-based leadership to run their own teams.
Samir holds a bachelor’s degree in Mechanical Engineering from the Indian Institute of Technology, New Delhi, and an Executive General Management degree from Indian Institute of Management, Bangalore.
Naazneen Essabhoy
Vice President
Naazneen Essabhoy
Vice President
Naaz is a Vice President on the Business Development Team at STG, where she is responsible for deal sourcing as well as developing relationships with investment bankers and other financial professionals. Naaz relocated to STG’s new London office in 2024 to specifically focus on finding European opportunities for the Allegro fund.
Previously, Naaz was an Investment Banking Associate at Harris Williams within the Healthcare and Life Sciences Group in San Francisco. Prior to joining Harris Williams, Naaz worked in technology investment banking at Q Advisors and in Asset Management at J.P. Morgan.
Naaz graduated from The George Washington University with a B.B.A. in Finance.
Pat Fouhy
Managing Director
Pat Fouhy
Managing Director
Pat Fouhy is a Managing Director at STG. Prior to joining STG, Pat spent nearly 15 years as an investment banker providing financial and strategic advice to software companies and private equity firms across a broad spectrum of corporate finance matters including M&A, capital structure and joint ventures, as well as public and private debt and equity financings. Most recently, Pat was a Managing Director at Moelis & Company where he co-headed the firm’s enterprise application software practice. Prior to Moelis, Pat was a senior member of the software M&A team at Lazard Frères & Co. He began his career at Deutsche Bank Securities in the Global Technology Group.
Pat graduated magna cum laude with a B.S. in Management Science from Boston College. He currently serves on the board of directors of eProductivity Software.
Liam Gavin
Associate
Liam Gavin
Associate
Liam Gavin is an Associate with STG. Prior to STG, Liam worked as an associate at True Wind, focusing on private equity investments in vertical software businesses. Prior to True Wind, Liam worked as an investment banking analyst at Foros in New York, advising public technology companies.
Liam graduated from Harvard with an AB in Economics and a secondary in Computer Science.
Marshall Haines
Managing Director
Marshall Haines
Managing Director
Marshall Haines is a Managing Director with STG with extensive operating, strategy and investing experience focused on sourcing and executing investments. Marshall has led STG’s investments in Maincare (acquired by Montagu), quCare (acquired by Nexus), and System C (acquired by CVC). Marshall joined STG from Williston Financial Group, where he was Chief Operating Officer.
Marshall also spent five years with TPG Capital’s San Francisco office, where he was a Principal. During this period, he led deals in the areas of financial and technology-enabled services. Prior to his position with TPG Capital, Marshall was a Principal with Bain Capital in both Boston and San Francisco. During his 10 years with Bain, he worked on deals in multiple market sectors including technology, healthcare, and distribution.
Marshall has an MBA degree from the Harvard Graduate School of Business administration and a Bachelor of Science degree in Business Administration from the University of California, Berkeley.
Adam Hendricks
Managing Director
Adam Hendricks
Managing Director
Adam Hendricks is a Managing Director with STG. Since joining STG, Adam has been involved in numerous investments including Dodge Construction Network, Evidera (sold to PPD), Extenda Retail, Fishbowl, First Advantage (sold to Silver Lake Partners), Maincare (sold to Montagu), Symphony Health Solutions (sold to PRA Health Sciences), Symphony Talent, and System C (sold to CVC Capital Partners). Prior to joining STG, Adam worked as an Analyst in Citigroup’s technology investment banking practice in Palo Alto.
Adam earned a B.S.B.A. in Finance and Marketing from Drake University, attended the UCLA Anderson School of Management and has passed the Level II CFA Examination. Adam currently serves on the board of directors of Dodge Construction Network and Extenda Retail.
Stephen Henkenmeier
Managing Director & Chief Financial Officer
Stephen Henkenmeier
Managing Director & Chief Financial Officer
As STG’s Chief Financial Officer, Steve Henkenmeier is responsible for the firm’s finance, technology, legal, human resources, compliance, and administrative functions.
Steve assists with STG’s deal structuring, portfolio management and driving transformational initiatives within the portfolio. Prior to joining STG, Steve held chief financial officer and senior finance, strategy and business development roles at several software and professional services companies including ClickSquared, Pri-Med, Mainspring, IBM and Novell.
His expertise includes public and private debt and equity financings, deal sourcing and diligence, corporate strategy and transformations, pricing optimization, systems implementations and compensation programs. Steve got his start as a certified public accountant and senior manager in the technology practice of PricewaterhouseCoopers.
Steve graduated from The Wharton School at the University of Pennsylvania with a Bachelor of Science degree and from the Stanford Graduate School of Business with an MBA where he was named an Arjay Miller scholar. Steve currently serves on the board of directors of CAI Software, Gresham, Jobrapido, Onclusive, Quor, and Symphony Talent.
Joseph Hong
Associate
Joseph Hong
Associate
Joseph Hong is an Associate with STG. Prior to joining STG, Joseph worked as an investment banking analyst in the Technology Mergers & Acquisitions Group at Bank of America in Palo Alto. Joseph graduated from University of California, Berkeley with a BA in Economics and Data Science.
Maximilian Hönig
Associate
Maximilian Hönig
Associate
Maximilian Hönig is an Associate with STG. Prior to joining STG, Max worked as a software investment banking analyst at Drake Star in Munich. Max graduated from the Charles University with a B.Sc. and a M.Sc. in Economics & Finance.
Vaishali Hotpeti
STG Labs Human Resources Business Partner
Vaishali Hotpeti
STG Labs Human Resources Business Partner
Vaishali S. Hotpeti is the Human Resources Business Partner at STG Labs, responsible for incubating and retaining teams in India and leading people and culture initiatives. She manages the employee lifecycle for STG Labs and works closely with Portfolio Centre of Excellence leaders to ensure employees are supported and empowered to excel.
Vaishali’s career spans over seven years with Tata Group, where she played multiple roles across Customer Care, Learning and Development, Sales and Services, and HR. Vaishali has also been an entrepreneur, having established a garment business to generate employment for women. During this period, she was also a freelance trainer and worked with women to empower them through financial education and skill development.
Vaishali is an alumna of KLE College of Business Administration, Hubli, Karnataka.
Umang Kajaria
Managing Director
Umang Kajaria
Managing Director
Umang Kajaria is a Managing Director at STG where he co-leads the Allegro strategy focused on lower mid-market investments in enterprise software and software-enabled technology services sectors. Umang has led the investment in MediaValet and TaxCalc.
Prior to joining STG, Umang spent 11 years at Apax where he was a Partner in the Tech team focused on investing at Software. At Apax, Umang helped lead and was on the board of a number of software companies including MyCase (Legal Software, exit to Affinipay), Paycor (Payroll/HRIS, IPO), Duck Creek (P&C Insurance, IPO), ECI Software (Manufacturing/Distribution ERP, exit to Leonard Green), Aptos (Retail POS, exit to Goldman Sachs), Azentio Software (Banking/Insurance core systems), Paradigm (O&G Software, exit to Emerson). Prior to Apax, Umang worked at Silver Lake Partners in their North America private equity team, and at Goldman Sachs in the TMT Investment Banking team.
Umang has an MBA from Harvard Business School and a B.S. in Computer Science and Business Administration from Carnegie Mellon University. Umang currently serves on the board of directors of MediaValet and TaxCalc.
Ted Kamionek
Operating Partner
Ted Kamionek
Operating Partner
Ted Kamionek is an Operating Partner with STG, where he is leading the firm’s GTM transformations across its portfolio companies. Ted’s mandate is to assist portfolio companies in optimizing their sales and marketing motions to drive growth while increasing customer retention. This transformation often comes in many forms such as organization design, channel optimization, pricing strategies, segmentation, and much more.
Ted joined STG in 2022 from RSA Security, a large security software company, which was a division of Dell Technologies. STG acquired RSA Security in 2021 and subsequently created four distinct companies, each with its own sales and marketing strategy teams. Ted drove the successful transformation at RSA where he served as the COO and CRO of RSA for over four years. Prior to that role, Ted held many executive positions in Sales, Revenue Operations, Channel, Marketing, and Product Management at RSA, Dell, and EMC.
Ted received his Bachelor’s degree from Tuft University and executive MBA from The Kellogg School of Management at Northwestern University.
Kial Kaiser
Vice President
Kial Kaiser
Vice President
Kial Kaiser is a Vice President with STG. Prior to STG, Kial was an Associate at Thoma Bravo, where he focused on debt investments to enterprise software businesses. Prior to Thoma Bravo, Kial worked as an investment banking analyst in the technology M&A group at Lazard in San Francisco.
Kial graduated from Princeton with a B.A. in Economics.
Jasmine Kareer
Associate
Jasmine Kareer
Associate
Jasmine is an Associate on the Business Development Team at STG. Previously, Jasmine was an Investment Banking Associate at Lazard within the Industrials and TMT groups in London.
Jasmine graduated from the University of Nottingham with a BSc in Economics.
David Koh
Vice President
David Koh
Vice President
David Koh is a Vice President with STG. Prior to joining STG, David worked as an investment banking analyst for J.P. Morgan’s Technology group in San Francisco. David graduated from SMU with a B.B.A. in Finance.
Monica Kozy
Vice President, Business Development
Monica Kozy
Vice President, Business Development
Monica is Vice President, Business Development with STG, where she is responsible for deal sourcing as well as developing relationships with investment bankers and other financial professionals.
Prior to STG, Monica was a Business Development Coverage Lead at Marlin Equity Partners, where she led the U.S. healthcare and financial technology origination efforts. Prior to Marlin, she was the Director of Business Development at Delta-v Capital, where she built out and led the firm’s origination efforts. Monica started her career at HSBC in the North America Graduate Development Program and Americas’ Global Solutions Group, where she helped establish the platform to cross-sell services and products across the Private Banking, Investment Banking, and Corporate Banking business lines.
Monica graduated from the University of Wisconsin – Madison with a B.A. in Finance and Entrepreneurship.
Rushi Kulkarni
Managing Director
Rushi Kulkarni
Managing Director
Rushi Kulkarni is a Managing Director with STG, where he has helped lead and manage STG’s investments in AFS (sold to Telus), Cadmium, CaseWorthy, RSA and Trace One (sold to Main Capital). Rushi co-leads STG’s Allegro strategy focused on lower middle market investments in the enterprise software and software-enabled technology services sectors.
Rushi joined STG in 2018 from Jefferies. Prior to STG, Rushi spent over ten years in investment banking advising software companies, private equity, and venture capital clients on a variety of transactions, including M&A, debt and equity financings, and public equity offerings. During his tenure on Wall Street, he has completed more than 65 transactions aggregating over $45 billion in total deal value.
Rushi has an MBA from the Simon School of Business at the University of Rochester and a B.E. in Computer Science from Pune University, India. Rushi currently serves on the board of directors of Cadmium, CaseWorthy, and RSA.
Tiffany Kuo
Finance and Analytics Manager
Tiffany Kuo
Finance and Analytics Manager
Tiffany Kuo is Finance and Analytics Manager with STG. Prior to joining STG, Tiffany worked for two years as an Associate at EY-Parthenon in San Francisco, CA, as well as serving as the Operations Lead at a Series A technology/consumer startup. Tiffany graduated from Stanford University with a B.S. in Management Science and Engineering.
Sonia Lau
Associate
Sonia Lau
Associate
Sonia Lau is an Associate at STG. Prior to joining the firm, Sonia worked as an Investment Banking Associate at RBC Capital Markets within the Technology group in New York. Sonia graduated from Duke University with a Bachelor of Arts in Political Science and interdisciplinary certificate in Markets & Management Studies.
Chris Langone
Managing Director, Head of Business Development
Chris Langone
Managing Director, Head of Business Development
Chris Langone is Managing Director, Head of Business Development with STG where he leads the firm’s worldwide business development efforts. Chris is responsible for deal sourcing as well as developing relationships with investment bankers and other financial professionals.
Prior to STG, Chris was an investment banker for over 15 years, handling M&A transactions, public equity offerings and debt financings for tech-enabled services, software, information services, marketing services, and human capital companies. He previously served as a vice president at boutique investment bank Redwood Capital Group, based in New York. Prior to Redwood, Chris was with Bank of America and BMO Capital Markets. During his tenure on Wall Street, he completed more than $4 billion of transactions for more than 45 growth stage and middle-market companies.
Chris holds a Bachelor of Arts from Brown University.
Greyson Lawrence
Vice President
Greyson Lawrence
Vice President
Greyson Lawrence is a Vice President with STG. Prior to joining STG, Greyson worked for two years as an analyst in the Technology, Media and Telecommunications Group at Guggenheim Partners in New York. Greyson graduated from the University of Virginia with a B.S. in Finance.
Doris Li
Corporate Controller
Doris Li
Corporate Controller
Doris Li is a Corporate Controller with STG and brings over a decade of experience in finance and accounting, specialized in asset management industry and capital markets. Doris is a CFA charter holder, as well as a licensed CPA in New York. She graduated from University of Rochester with a M.S. degree in Accountancy.
Doris relocated from New York to California when she started working at STG. Prior to joining STG, Doris worked as a Controller at Blue Owl Capital, and a Legal Entity Controller at Hudson River Trading, where she managed the financial reporting and analysis, management company accounting, as well as fund accounting process. Before becoming a controller, Doris was an auditor at Deloitte, where she worked with private equity and hedge funds clients. She also worked as an internal auditor at AllianceBernstein. Her expertise includes financial modeling, FP&A, expense management, capital structure, financial system implementation and automation, global transfer pricing, and internal control management.
Michael Lin
Vice President
Michael Lin
Vice President
Michael Lin is a Vice President with STG. Prior to joining STG, Michael worked for two years as an investment banking analyst in the Technology Group at Barclays in Menlo Park. Michael graduated from UCLA with a B.A. in Business Economics.
Ben Livingston
Principal
Ben Livingston
Principal
Ben Livingston is a Principal with STG. Since joining STG, Ben has been involved in several investments including Cadmium and Caseworthy. Prior to joining STG, Ben worked as an investment banking analyst in Perella Weinberg’s technology, media, and telecom group in New York.
Ben graduated from Georgetown University with a B.S. in Finance and a B.A. in Computer Science.
Jonas Majewski
Vice President
Jonas Majewski
Vice President
Jonas Majewski is a Vice President with STG. Prior to STG, Jonas worked at Vector Capital in San Francisco, where he concentrated on middle market buyouts and strategic investments in infrastructure technology and security software businesses. Jonas was also a part of the firm’s investment in Cornerstone OnDemand, and worked on key GTM and strategic finance initiatives as part of Cornerstone’s Special Projects team. Earlier in his career, Jonas was an investment banker with Citigroup’s technology practice in San Francisco.
Jonas graduated from the University of California, Berkeley with a B.S. in Business Administration and a B.A. in Economics.
Stefano Malnati
Operating Executive - Technology*
Stefano Malnati
Operating Executive - Technology*
As Operating Executive in STG’s Operations Group since April 2017, Stefano Malnati works alongside the STG deal teams in conducting buy/sell side product and technology due diligence and helps STG portfolio companies in their business transformation initiatives to realize investment objectives. He brings over 30 years of diverse software product development experience, a variety of technology, SaaS, product innovation, security and operations experience, and extensive hands-on knowledge around operating globally distributed captive and outsourced teams in several geographies (US, India, Eastern Europe, South America).
Stefano joined STG’s Operations Group after spending four years at one of STG’s portfolio companies, First Advantage, where he served as the Chief Innovation and Technology Officer. In this role, he leveraged his extensive background in managing the development of web-based enterprise applications to drive continuous innovation and improvement of First Advantage’s technology solutions. Stefano joined First Advantage during a time of significant growth and expansion, leading two acquisitions, driving platform rationalization, offshoring, implementing CRM and ERP, managing continuous product development and launching new innovative products/solutions.
*Operating Executives are independent contractors that are advisors to STG and STG portfolio companies and are not employees or affiliates of STG.
Ishan Manaktala
Principal
Ishan Manaktala
Principal
Ishan Manaktala is a Principal at STG. Ishan has been involved in numerous investments including Alveo, Quor, and Yodlee. Prior to joining STG, Ishan was an Operating Partner at Symphony AI (SAI), where he was a board member of Symphony Media AI and the CEO of Symphony Ayasdi AI.
Prior to SAI, Ishan was the Chief Operating Officer at CoreOne Technologies, an STG portfolio company that was successfully exited to IHS Markit (NYSE: INFO). Ishan began his career in capital markets technology, holding entrepreneurial roles in pre-sales and product at Deutsche Bank, Citigroup, and Russell Investment Group.
Ishan holds a dual MBA degree from Columbia Business School and London Business School. He currently serves on the board of directors for Gresham, Nomis, Quor, and Yodlee.
Katherine Mansourova
Associate
Katherine Mansourova
Associate
Katherine Mansourova is an Associate with STG. Prior to joining STG, Katherine worked as an investment banking analyst in the Technology group at DBO Partners (acquired by Piper Sandler) in the San Francisco Bay Area. Katherine graduated from the University of Notre Dame with a B.B.A in Finance and a second major in Political Science.
Devan Marshall
Managing Director, Head of Investor Relations
Devan Marshall
Managing Director, Head of Investor Relations
Devan Marshall is a Managing Director and Head of Investor Relations for STG. Devan is responsible for managing the firm’s existing client relationships and new capital formation. Devan brings more than 20 years of experience to STG. He previously served as the Head of Business Development and Investor Relations at Apogem Capital, a $38 billion private markets platform, and its predecessor PA Capital. At Apogem, Devan oversaw investor relationships and capital raising for the firm globally and was a member of the Executive Leadership Team. Prior to Apogem, Devan was a Managing Director in BlackRock’s Alternative Investment Group and primarily spent time developing relationships with investors in the US and Europe, as well as new product development. Devan holds a Bachelor of Science in Finance from Pennsylvania State University.
Mahinder Mathrani
Operating Partner
Mahinder Mathrani
Operating Partner
As operating partner since October 2011, Mahinder Mathrani helps portfolio companies in their business transformation efforts to significantly enhance customer and shareholder value. He brings over 40 years of diverse global general management, customer facing and operations experience.
Mahinder returned to the STG family from Genpact in 2011, where he spent twenty months successfully integrating the acquisition of Symphony Marketing Solutions, formerly an STG portfolio company, leveraging a global delivery model for data management and analytics to deliver market and customer insights to global marketing services companies.
Prior to Genpact, he was President and COO of Symphony Marketing Solutions (2007 to 2010), where he was instrumental in launching, building, and operating the company before its acquisition by Genpact. Prior to Symphony Marketing Solutions, Mahinder spent over fifteen years with IRi, an exited STG investment sold to New Mountain, where he held a variety of senior level roles in client services, sales and marketing, technology consulting, and operations.
Before joining IRi, Mahinder had more than a decade of diverse international business experience in a variety of research, analytic, and product management positions at companies like Citicorp, the Arbitron Company, and the Firestone Tire and Rubber Company.
Mahinder holds a Bachelor’s degree in Chemical Engineering from the Indian Institute of Technology, New Delhi, and an MBA with specialization in Finance and Operations Research from the University of Michigan in Ann Arbor, Michigan.
Minu Mittal
Vice President, Knowledge Management
Minu Mittal
Vice President, Knowledge Management
Minu Mittal is the Vice President of Knowledge Management, where she leads product platforms and processes for sharing best practices and insights across our portfolio and senior executives.
She joined STG in 2022 and her mandate includes delivering best-in-class employee experience via knowledge-sharing processes that are frictionless, intuitive, and self-sustaining. She has over 20 years of industry experience, where she ideated, delivered, and scaled several innovative products (Proposal Factory, Lessons Learned, AI Search, Expertise Mapping) across industries (Management Consulting, Non-Profit, Biotech, and now Private Equity). She is a keen follower of new technology trends with an entrepreneurial passion for innovation.
Minu’s holds an MS in Information and Knowledge Strategy from Columbia University, where she also served as an adjunct faculty. She also has an MBA in Finance and IT and a Bachelor’s in Computer Applications.
Simon Moss
Operating Partner
Simon Moss
Operating Partner
Simon Moss has built a career on transforming companies, revitalizing operations, and pioneering AI-driven advancements in financial services, fintech, and risk management. Simon has repeatedly proven his ability to scale businesses, drive revenue growth, and deliver disruptive technology solutions having held leadership roles at Symphony Sensa, Infosys, Teradata, PwC and IBM delivering transformative strategies, from pioneering AI & ML innovations to revitalizing compliance and Fintech companies.
A relentless entrepreneur, technology strategist, and P&L drive spanning AI, ML, cloud computing, microservices across industries, but specializing in finance services – making him a force in the evolution of financial technology.
Sunit Mukherjee
Managing Director
Sunit Mukherjee
Managing Director
Sunit is a Managing Director with STG. Sunit has led STG’s investment in Erecruit (acquired by Bullhorn), Sciforma (acquired by Planview), Wrike, and he helped lead and manage STG’s investments in Symphony Talent, Jobrapido, Symphony Health Solutions (sold to PRA Health Sciences), and Ventiv (sold to Tailwind Capital).
Prior to STG, Sunit most recently worked as an investment professional at a San Francisco-based, mid-market private equity firm, Champlain Capital Partners, where he focused on business services, asset light manufacturing and consumer products. Sunit worked on acquisitions of and strategic/financial initiatives with several portfolio companies including B27 LLC, Freeman Beauty and Bergensons Property Services.
Prior to business school, Sunit worked at Deloitte Consulting as a Senior Consultant where he focused on business development initiatives and advising clients in industries such as healthcare, software/hi-tech, financial services/insurance and manufacturing on IT strategy and operational improvements especially in the area of pricing strategy and optimization. He also worked at Citigroup Investment Banking in New York and ILFS Growth Equity in Mumbai, India.
Sunit has an MBA from Harvard Business School, a MS degree in Materials Science and Engineering from Georgia Institute of Technology in Atlanta and Bachelor’s degree in Materials Science and Engineering from Indian Institute of Technology, Bombay. At Georgia Tech, Sunit’s MS thesis on designing materials in zero gravity situations using 3D computational modeling was sponsored by NASA and National Science Foundation (NSF). Sunit currently serves on the board of directors of Jobrapido and Wrike.
Cindy Munn
Principal, Finance
Cindy Munn
Principal, Finance
As Principal of Finance, Cindy is responsible for leading STG’s accounting, human resources and financial planning and analysis groups.
Cindy brings over 20 years of private equity fund administration, partnership accounting and tax experience. Cindy joined STG in mid-2019 from Illumina Ventures, where she was the Chief Financial Officer and Chief Compliance Officer responsible for all reporting, compliance and administrative functions of the venture firm.
Her career in private equity began at HM Capital (formerly Hicks, Muse, Tate, and Furst) overseeing GAAP and tax reporting for funds totaling over $12 billion in AUM. After 9 years she left HM Capital to develop and lead JP Morgan’s private equity fund services group in Dallas as a Vice President in charge of providing administration services to HM Capital and other private equity firms.
After relocating to the Bay Area, Cindy joined CM Capital, an advisor to a prominent Hong Kong-based family, as the Director of Accounting where she focused on reporting and tax for various assets classes within the portfolio. She returned to fund administration joining Standish Management as a Director, providing CFO level services to various private equity, venture capital, and FOF clients.
Cindy is a Certified Public Accountant and earned her Bachelor of Science degree from the University of Nevada, Las Vegas.
Deanna Nieto
Executive Assistant
Deanna Nieto
Executive Assistant
Noah Oppenheimer
Associate
Noah Oppenheimer
Associate
Noah Oppenheimer is an Associate with STG. Prior to joining STG, Noah worked as an investment banking analyst at LionTree. Noah graduated from UC Berkeley with a BS in Business Administration.
John Ouren
Operating Partner
John Ouren
Operating Partner
John Ouren is an Operating Partner at STG. As a part of his Operating Partner role, John was most recently Executive Chairman of Simmons Research and led the creation of the MRI-Simmons joint venture between GfK and Simmons. Prior to his role at Simmons, John was the CEO of AlphaImpactRx where he grew EBITDA over 60% over his tenure. John successfully led the company to its sale to IMS Health in 2016 and remained with the company to achieve a successful transition.
Before his time with STG, John was a senior executive at SurveyMonkey, where he spent twelve months successfully integrating the acquisition of Zoomerang, Zoompanel, and TrueSample, formerly of MarketTools, into the SurveyMonkey survey and audience platform. Prior to SurveyMonkey, he was EVP and General Manager of Zoompanel, Zoomerang, and TrueSample where he expanded and improved the performance of those businesses setting up a successful sale to SurveyMonkey. Prior to MarketTools, John was President and co-CEO of Goodmail Systems, a startup focused on disrupting the traditional commercial email space with a certified and secure email platform. Before he joined Goodmail, John was the EVP of Worldwide Field Operations at Digital Impact, an email marketing technology company sold to Acxiom Corporation. Before Digital Impact, John was a Senior Engagement Manager for Mckinsey & Company where he led studies on strategy and marketing for clients including Wells Fargo, ETrade, Intuit, and Apple Computer.
John has a Bachelor’s degree in Electrical Engineering from the University of Texas, Austin, and an MBA from the Stanford Graduate School of Business. John currently serves on the boards of Escalent, MRI-Simmons, and Fishbowl.
Xiaoying Pan
Assistant Controller
Xiaoying Pan
Assistant Controller
Xiaoying Pan is an Assistant Controller with STG. Prior to joining STG, Xiaoying worked for KPMG as a tax manager in San Francisco, California. Xiaoying has extensive experience in partnership taxation specialized in Alternative Investments. Xiaoying earned her B.S. in Accounting from San Francisco State University and is a Certified Public Accountant in California.
Daniel Palacin
Associate
Daniel Palacin
Associate
Daniel Palacin is an Associate with STG. Prior to joining STG, Daniel worked as an investment banking analyst in the Technology Group at William Blair in London. Daniel graduated from Esade Business School with a BBA in Finance.
Nidhi Pandey
Research and Data Support Analyst
Nidhi Pandey
Research and Data Support Analyst
Nidhi is a Research and Data Support Analyst on the Business Development Team at STG. Prior to STG, Nidhi was a Research Associate at Acuity Knowledge Partners, working on the Index Team for the London Stock Exchange.
Nidhi started her career at S&P Global Market Intelligence, working on the Mergers and Acquisitions Team as a Research Analyst.
Nidhi graduated from ITM Business School with an MBA in Finance.
Kelly Parish
Research Associate
Kelly Parish
Research Associate
Kelly Parish is a Research Associate with STG. Prior to joining STG, she was Research Director at boutique executive search firm TillmanCarlson, coordinating research strategies across all facets of the organization. Earlier, she was Information Specialist at corporate board advisory firm James Drury Partners, and she launched her research career at Spencer Stuart. Kelly graduated from the University of Wisconsin-Milwaukee with a Master of Library and Information Science and earned a B.A. in English and Journalism from the University of Minnesota-Twin Cities.
Seth Peck
Principal
Seth Peck
Principal
Seth Peck is a Principal with STG. Prior to joining the firm, Seth was a Principal at middle-market private equity firm, Ridgemont Equity Partners, where he executed transactions and served on the board of a number of investments in the software and technology sector. Prior to joining Ridgemont, Seth worked in the investment banking group at Bank of America Merrill Lynch.
Seth graduated from Texas A&M University with a B.S. in Electrical Engineering.
Jack Peterman
Principal
Jack Peterman
Principal
Jack Peterman is a Principal with STG. Since joining STG, Jack has been involved in several investments including Celtra, RedSeal, and Winshuttle (sold to Precisely). Prior to joining STG, Jack worked as an investment banking analyst in the Consumer group at Harris Williams in San Francisco. Jack graduated from the University of Michigan with a B.B.A. in Finance and Accounting.
Rob Purviance
Vice President
Rob Purviance
Vice President
Rob is a Vice President with STG. Prior to STG, Rob worked at Francisco Partners and Sidewalk Infrastructure Partners in San Francisco, where he focused on middle-market buyouts and strategic investments in infrastructure technology, security software, and software-enabled technology services businesses. Earlier in his career, Rob was an investment banker in the Technology Group at Jefferies in San Francisco. Rob graduated from The University of California, Berkeley with a B.S. in Environmental Economics and Policy.
Swami Rao
Vice President, Technology, STG Labs
Swami Rao
Vice President, Technology, STG Labs
Swami brings over 20 years of experience in diverse fields of Information Technology. He has extensive experience in Product Development for Enterprise Applications, Infrastructure Management, SaaS Solutions, and Information Security, with extensive hands-on experience operating in globally distributed teams across the US and India, and in incubating and running successful offshore teams.
Most recently, Swami worked at First Advantage, formerly an STG portfolio company, where he served as Vice President for Architecture, Infrastructure Operations, and Development and also lead the First Advantage offshore IT center in Bangalore. In this role, he used his expertise in managing and building enterprise-grade web and mobile applications with a focus on research and development, platform consolidation, and migrations. Swami’s experience includes CRM and ERP solutions, consolidation of data centers, business continuity planning, and migration of applications to the cloud.
Swami also spent time with Symphony Teleca (another former STG portfolio company) in various technical and technology leadership roles. Prior to First Advantage and Symphony Teleca, Swami was with the First American family of companies delivering SaaS applications and building software solutions.
Swami has an MBA with specialization in Information Systems and certification in Finance from PSG College of Technology, India, and various other certifications in Information Technology.
Glenn Reddy
Senior Associate
Glenn Reddy
Senior Associate
Glenn is a Senior Associate at STG. Prior to joining STG, Glenn worked at Five Arrows in New York, where he focused on middle-market control private equity investments in software and healthcare businesses. Prior to Five Arrows, Glenn began his career as an investment banker with Wells Fargo’s Technology, Media, and Telecommunications Group in New York.
Glenn holds an MBA from the Stanford Graduate School of Business and a BA in Economics and Computer Science from Vanderbilt University.
Anne Russ
Managing Director, Head of Capital Markets
Anne Russ
Managing Director, Head of Capital Markets
Anne Russ is a Managing Director and Head of Capital Markets for STG. She leads the firm’s financing activities across new investments and existing portfolio companies. Prior to joining STG, Anne worked in investment banking for over 20 years. Most recently, Anne was a Managing Director and Head of Technology, Media and Telecom Leveraged Finance at Goldman Sachs, where she was responsible for originating, structuring and executing debt financings across leveraged loans and high yield bonds for both corporate and financial sponsor clients. Previously, Anne worked for Goldman Sachs in London for several years, focused on M&A transactions for financial sponsors. She started her career as an analyst in investment banking at Merrill Lynch. Anne graduated magna cum laude with a Bachelor of Arts in Economics from Amherst College.
Kenia Salgado
Jr. Executive Assistant
Kenia Salgado
Jr. Executive Assistant
Ali Schmalzel
Executive Assistant
Ali Schmalzel
Executive Assistant
Tyler Scott
Vice President
Tyler Scott
Vice President
Tyler Scott is a Vice President with STG. Prior to joining STG, Tyler worked as an investment banking analyst in the Technology Group at Cowen in San Francisco. Tyler graduated from California Polytechnic State University, San Luis Obispo with a B.S. in Biological Sciences.
Harry Shapiro
Associate
Harry Shapiro
Associate
Harry is an Associate with STG. Prior to STG, Harry founded Dispatchr Technologies, a cogeneration plant optimization startup, and worked as an Analyst at Sycamore Partners, where he focused on control buyouts of consumer, retail, and distribution businesses.
Harry graduated from Princeton University with a B.S.E. in Mechanical & Aerospace Engineering.
Hareesh Shastry
Director, Program Management, STG Labs
Hareesh Shastry
Director, Program Management, STG Labs
Hareesh is the Director of Program Management for STG Labs.
Hareesh brings more than 20 years of experience in delivery leadership of B2B product/platform, product engineering, program management, delivery process transformation, and agile methodologies.
Hareesh spent 10 years in the STG family (2007-2017) at Symphony Teleca as a Global Operating Center (GOC) Manager, managing end-to-end delivery and operations for multiple engagements in the retail domain. He set up multiple product engineering offshore teams, enabled effective knowledge transfer, and managed day to day deliverables. Hareesh believes in a culture of trust, empowerment, collaboration, and continuous improvement within the team and across all stakeholders.
Hareesh holds a bachelor’s degree in Instrumentation Technology from University BDT College of Engineering, Karnataka.
Danny Shin
Associate
Danny Shin
Associate
Danny Shin is an Associate with STG. Prior to joining STG, Danny worked as an investment banking analyst at Nomura in San Francisco. He graduated summa cum laude with a B.S. in Business Administration from University of Southern California. Danny is also a CFA Charter holder.
Jaswin Singh
Accounting Manager
Jaswin Singh
Accounting Manager
Jaswin Singh is an Accounting Manager at STG, where she is responsible for handling various internal finance and accounting projects and analyses.
Previously, Jaswin worked for two years as an Accounting Manager at Emerson Collective, a social justice organization. Prior to joining Emerson Collective, Jaswin worked at STG for six years where she began her accounting career. Jaswin graduated from the University of Phoenix with a Bachelor of Science degree in Business.
Manhei Sit
Assistant Controller
Manhei Sit
Assistant Controller
Manhei Sit is an Assistant Controller with STG and brings over 10 years of experience in accounting and investments. Manhei was most recently at Patient Square Capital where she managed all accounting and reporting functions. Prior to that, she worked at TSG Consumer Partners. She began her career as an auditor at KPMG where she specialized in the asset management industry and worked on a number of private equity clients in the Bay Area. Her responsibilities involved conducting comprehensive audits and analyzing financial statements.
Manhei earned her B.S. in Business Administration with a concentration in Accounting from San Francisco State University, and she is a Certified Public Accountant in California.
Cheryl Tran
Executive Assistant
Cheryl Tran
Executive Assistant
J.T. Treadwell
Managing Director
J.T. Treadwell
Managing Director
J.T. Treadwell has led a variety of STG investments in health care, retail analytics, and marketing services, including AlphaImpactRx (sold to IMS Health/IQVIA), Celtra, Connexity (sold to Taboola.com), Extenda Retail, Evidera (sold to PPD), Escalent, Onclusive, RedSeal, Simmons Research (now MRI Simmons), SPH Analytics (sold to Press Ganey and Azara Healthcare), SurveyMonkey, Symphony Health Solutions (sold to PRA Health Sciences), and Teleca (merged with Symphony Services to become Symphony Teleca, sold to Harman), as well as helping lead investments in GERS Retail Systems (sold to RedPrairie), Intentia (acquired by Lawson), IRI (sold to New Mountain Capital), MSC (sold to Hexagon), and Symphony Marketing Solutions (sold to Genpact), prior to becoming Managing Director.
Before joining STG in 2003, J.T. was the Director of Marketing and Strategic Planning at Qiva, a global logistics software firm. Before Qiva, J.T. worked at Bessemer Venture Partners as an associate, where he helped create investments in companies including Worldchain, Nistevo and Trigo Technologies (acquired by IBM) J.T. also served as a consultant at The Boston Consulting Group, where he helped lead numerous strategic marketing and business development deals for clients in the technology, consumer goods and finance sectors.
J.T. holds dual Bachelor of Arts degrees in ethics, politics and economics and history from Yale University. He currently serves on the board of directors for Azara Healthcare, Celtra, Escalent, Extenda Retail, Onclusive, RedSeal, and SurveyMonkey.
Kristin Ungelbach
Jr. Executive Assistant
Kristin Ungelbach
Jr. Executive Assistant
Ines Valenzuela
Senior Associate
Ines Valenzuela
Senior Associate
Ines is a Senior Associate at STG. Before STG, she worked at Walton Street Capital, a real estate private equity firm, where she focused on industrial and hospitality acquisitions across Mexico. Prior to Walton Street, Ines worked at Boston Consulting Group in Mexico City, where she worked on growth strategy projects across retail, construction, and government sectors. Ines also gained experience through an internship with Apollo Global Management’s real estate private equity team in New York.
Ines holds an MBA from The Wharton School as an Antonio Carrillo Fellow and a BS in Economics from the Instituto Tecnologico Autonomo de Mexico, with honors. Ines is also an NAIC scholarship recipient and a Toigo Fellow.
Maribeth Valerio
Office Services Director
Maribeth Valerio
Office Services Director
Solomon Ventura
Staff Accountant
Solomon Ventura
Staff Accountant
Solomon Ventura is a Staff Accountant at STG, where he is responsible for handling various internal accounting processes and projects. Before coming to STG, Solomon worked as a Senior Audit Associate at MUN CPAs, in Sacramento, California. There, he was responsible for overseeing audits of government entities, nonprofit organizations, and employee benefit plans.
Solomon earned his BS in Managerial Economics, with a minor in Accounting from the University of California, Davis.
Parwana Wahab
Executive Assistant
Parwana Wahab
Executive Assistant
Aaron Wen
Vice President
Aaron Wen
Vice President
Aaron is a Vice President at STG. Prior to STG, Aaron worked at HGGC in Palo Alto, where he focused on middle-market private equity investments in vertical software and tech-enabled services businesses. He was part of the firm’s investments in Buildertrend and Upland Software, and was responsible for value creation initiatives across other portfolio companies including Selligent and Dynata. Earlier in his career, Aaron was an investment banker with William Blair’s technology team in San Francisco.
Aaron graduated from the Edmund A. Walsh School of Foreign Service at Georgetown University, cum laude, with a B.S. in International Economics.
Michael Wu
Senior Associate
Michael Wu
Senior Associate
Michael Wu is a Senior Associate with STG. Prior to joining STG, Michael worked as an investment banking analyst in the Technology Group at Citigroup in San Francisco. Michael graduated from Vanderbilt University with a B.S. in Computer Science and an M.S. in Finance.
William Yoon
Associate
William Yoon
Associate
William Yoon is an Associate with STG. Prior to joining STG, Will worked as an investment banking analyst in the Global Industrials Group at BofA in New York. Will graduated magna cum laude with a B.A. in Economics from Princeton University.
Alina Zhang
Associate
Alina Zhang
Associate
Alina Zhang is an Associate with STG. Prior to joining STG, Alina worked as an investment banking analyst in the Technology, Media, and Telecom group at Bank of America in New York. Alina graduated from Dartmouth College with a B.A. in Economics and Linguistics.
Bosco Zhu
Associate
Bosco Zhu
Associate
Bosco Zhu is an Associate with STG. Prior to joining STG, Bosco worked as an investment banking analyst in the Global Industrials Group at Bank of America in New York. Bosco graduated from Rice University Magna Cum Laude with a B.A. in Statistics and Economics.
Amay
Research and Investment Services Manager
Amay
Research and Investment Services Manager
As an Investment and Research services manager, Amay works with the STG business development and deal teams, supporting them in lead generation, diligence, and other deal-related activities.
Before STG, Amay worked as a Mergers and Acquisition lead for Tech Mahindra, supporting their engineering services business. Previously, Amay worked with the Mergers and Acquisition team of Tata Consultancy Services and Mahindra Comviva, covering deals across IT services and telecom software. He also worked with an early-stage EdTech startup, heading their corporate development function, where he led the acquisition of a higher-ed services company.
Amay earned his BE in Computer Engineering from the University of Delhi and an MBA from the Indian Institute of Management, Kozhikode, majoring in Finance. He has also cleared CFA level-II.
about STG
STG was founded in 2002 as Symphony Technology Group, LLC, with the singular mission of building outstanding companies in the mid-market enterprise software and software-enabled technology services sector.
In 2017, the leadership team rebranded the firm as STG signaling a renewed commitment to its mission and seeking to continue the value-oriented investment strategy employed by the Managing Directors at Symphony. STG’s portfolio has consisted of more than 50 global companies and currently has $10 billion of assets under management (as of March 2023). STG believes that its competitive advantages stem from a combination of capabilities developed from years of focus and experience.
We proactively support our companies’ desire to build innovative offshore teams through an operational incubator. While many of our portfolio companies have established their own centers, others are just beginning. Growth for these companies is accelerated by leveraging STG Labs.
STG Labs is designed to provide facilities, talent management, governance, and advisory services to STG portfolio companies, which we believe accelerates our portfolio company offshoring efforts and facilitates their access to hard-to-find talent, specialized skills while reducing costs and leveraging the benefits of a larger ecosystem.
