Matthew Brinker

Partner

Royer Cooper Cohen Braunfeld LLC

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Matt Brinker is a Partner at Royer Cooper Cohen Braunfeld LLC (RCCB) and chairs the firm’s Corporate & Business Group. Matt focuses his practice on mergers and acquisitions, private equity and venture capital, and complex business transactions. He advises strategic and financial investors, portfolio companies, middle-market private equity firms and their portfolio companies, founders, entrepreneurs, and family and closely held businesses on buy-side and sell-side transactions, equity and debt financings, joint ventures and related corporate matters across a wide range of industries.

 

Matt also represents early-stage and emerging companies in capital-raising transactions, from seed and angel rounds to later growth capital and control investments.  In addition, he frequently serves as outside general counsel to closely-held businesses on commercial and corporate matters.

Tom Caruso

Managing Partner, Portfolio Operations

Guardian Capital​

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Tom Caruso is an experienced private equity executive, Operating Partner, and board member with a track record of creating lasting enterprise value across middle-market and lower-middle-market private equity-backed companies. Over his 20+ year career, Tom has developed broad industry expertise spanning food, healthcare, specialty distribution, water treatment, and general manufacturing.

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Tom combines deep operational and management expertise with experience across the full private equity lifecycle, from diligence and investment thesis development through portfolio company onboarding, strategic planning, value creation, and exit preparation. He has extensive experience identifying and executing value creation opportunities, building and strengthening management teams, and positioning portfolio companies for successful exits.

Don Charlton

Partner

Argosy Private Equity​

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Don Charlton is a Partner at Argosy Private Equity, where he has served as both a deal and operating partner since joining the firm in 2010. He works across the investment lifecycle, bringing extensive experience in middle-market private equity, M&A, operations, and value creation, and currently serves as Chairman of several Argosy portfolio companies.

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Prior to Argosy, Don held senior leadership roles across a range of operating and investment organizations, including Gratis Internet, InPhonic, Osage Venture Partners, Baxter Healthcare, and Coopers & Lybrand. His experience spans corporate development and M&A, finance, operations, strategic planning, and business development, providing him with a broad perspective on building and scaling middle-market businesses.

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Don holds an MBA from NYU’s Stern School of Business and a BS from the University of Scranton and is a CPA.

Samir Dutta

Co-Founder & CEO

Farsight AI​

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Samir Dutta is Co-Founder and CEO of Farsight, a technology company focused on building reliable large language model (LLM) applications for financial services.

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Prior to founding Farsight in 2023, Samir was a growth equity investor at General Atlantic, where he was a member of the firm’s Technology Investments Team. He previously spent three years at Evercore as an investment banking analyst in the M&A Group.

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Samir’s background combines experience in software engineering, technology investing, and investment banking, giving him a unique perspective on the application of artificial intelligence within financial services. Earlier in his career, he worked in software engineering at Yelp and co-founded WeHear, a music-sharing and discovery technology startup.

Seth Goldblum

National Leader of Advisory Services

and Private Equity

CBIZ​

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Seth Goldblum is the National Leader of Advisory Services and Private Equity at CBIZ, bringing more than 30 years of experience across finance, accounting, operations, and strategic advisory. He works closely with private equity firms and businesses to address complex challenges, identify opportunities for growth, and improve performance.

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Throughout his career, Seth has held leadership roles at Deloitte, DigiHut, and Vertical Screen, giving him a broad perspective on both advising and operating businesses. At CBIZ, he leads advisory services spanning private equity, risk management and compliance, forensic consulting and litigation, financial accounting and advisory, and valuation services. Seth is focused on delivering practical, results-oriented solutions that help clients manage risk, enhance cash flow, reduce costs, and accelerate growth.

Richard M. Horowitz​

Chairman & Chief Executive Officer

RAF Equity​

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Rick serves as Chairman & Chief Executive Officer at RAF Equity where he oversees all aspects of the business, providing expertise in operations, strategy, acquisitions and corporate finance. In addition to serving as a director at many for-profit companies, Rick is the Chair of the Board of Trustees of the Wistar Institute, a member of the Board of Overseers of the University of Pennsylvania School of Arts and Sciences, the treasurer and a member of the Board of Directors of the Children’s Crisis Treatment Center and a member of the Board of Directors of the National Constitution Center.

 

Rick earned a J.D., magna cum laude, from Harvard Law School and a B.A., summa cum laude, in Economics and Political Science from the University of Pennsylvania.

Alix James

Exit Planning and Business Strategy Consultant

Chadd House Partners​

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Alix A. James, JD, CEPA®, is an experienced CEO, operating executive, and Certified Exit Planning Advisor with deep expertise in scaling founder-led businesses and navigating private equity transitions. After beginning her career as an attorney, Alix joined her family’s manufacturing business, Nielsen-Kellerman (NK), in 1991, working across nearly every function of the company before becoming CEO.

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In 2010, Alix led NK through its transition from founder ownership to private equity backing. Over the following years, she guided the company through three different private equity sponsors, multiple tuck-in acquisitions, and several sell-side processes while growing the business to six times its 2010 revenue and headcount.

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Today, Alix advises founder-led businesses on exit and transition planning, preparing for a sale, financial and operational readiness, and navigating the sell-side process. She holds degrees from Yale University and the University of Pennsylvania Carey Law School and serves on several nonprofit and corporate boards.

Kurt Koloseike

Chief Executive Officer, Enterprise Value Creator​

Kay Capital Partners

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Kurt C. Koloseike is a seasoned CEO and private equity operating executive with more than 25 years of experience driving growth, operational transformation, and enterprise value creation across a range of industries. He currently serves as CEO of Paris Corporation and most recently served as Interim CEO of private equity-backed Hanson Lab Solutions.

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Previously, Kurt spent more than a decade as President & CEO of S. Walter Packaging Corporation, where he led a comprehensive transformation that resulted in more than 100% revenue growth and over 400% EBITDA growth, culminating in the company’s successful sale in August 2025. Throughout his career, Kurt has partnered closely with private equity investors, boards, and management teams to scale businesses, improve operational performance, and create sustainable enterprise value

Brad Segal​

Vice President, Corporate Development

Eurofins NSC US, Inc.​

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Brad Segal is Vice President, Corporate Development at Eurofins (Euronext Paris: ERF), a global life sciences company. He leads corporate development for the Americas, while supporting regional and corporate/group leadership in generating and executing inorganic growth opportunities across the Americas. Brad is a senior financial leader with 20+ years of investment banking, principal investing and corporate development experience at top global banks and corporations. He has deep experience across a variety of transaction sizes and structures in dynamic, technology-driven industries, and has a proven ability to lead cross-functional teams through the deal process, with over 100 transactions closed.

Prior to Eurofins, Brad served on Comcast NBCUniversal’s global corporate development team for over a decade. In that role, he supported the corporate and business units on executing M&A, joint ventures, strategic investments, and other equity-related activities. Brad started his career at Merrill Lynch, initially as an investment banking analyst and then as an associate in the Principal Investments group.​

Kyle Walters

Private Equity Analyst 

PitchBook​

Kyle Walters is a private equity analyst at PitchBook, where he contributes to the firm’s asset class research. Prior to joining PitchBook, Walters was an M&A analyst at a boutique buyout firm. Walters holds a bachelor’s degree in finance and business analytics from Le Moyne College.