Investor experience, applied to your business

Pat has 14 years of lower middle market private equity and public credit investing experience. Previously, he was a Principal at Broadtree Partners where he led acquisitions of $2-10mm EBITDA businesses and sat on the board of several companies. He began his career with Dolan McEniry Capital Management in Chicago, where he was Co-Head of the Investment Team and managed a portfolio of over $8.0 billion in investment grade and high yield credit strategies for institutional investors. He graduated from St. Norbert College with a degree in economics. Pat and his wife, Lilly, live in Charlotte, NC with their sons James and George, and dog Lou. 

Chris Erhart has over a decade of experience as a CPA. Previously, he worked as the Director of Client Accounting at Cayne Crossing where he oversaw the outsourced accounting department. Before that he served as the Director of Financial Reporting for a large family office where he oversaw the monthly financial reporting along with cash flow planning and investment management. His career began with Crowe where he was an Audit and Transaction Advisory Manager for publicly traded and private equity owned small to medium sized companies within the manufacturing & distribution, technology, banking, and construction industries. Chris received both his BS and MS in Accounting from Indiana University. He is a licensed CPA in Washington DC. Chris and his wife, Elizabeth, live in Winston-Salem, NC with their son, James, and dog, Henry.