Our Team

Our Principals have extensive experience in all aspects of business and finance including corporate finance and M&A, human resources, business operations, strategic planning, sales and marketing, and logistics. Our private equity investment professionals, our advisory board, and our investor base, which predominantly consists of CEOs and former CEOs, bring a wealth of knowledge and experience in building businesses and shareholder value across a diverse spectrum of industries. We focus on privately owned, middle-market companies located in the Southeastern U.S. and evaluate each investment opportunity on an individual basis.



Patrick A. Duncan
Managing Partner

Marshall H. Cole, III
CFO and Partner

Ben C. Wallace
Partner

M. William Lucas
Senior Associate


Barbara J. Anderson
Controller & Chief Compliance Officer

Benny M. LaRussa, Jr.
Senior Advisor

James M. Micali
Senior Advisor

Porter B. Rose
Senior Advisor

Vicki L. Sorbin
Investor Relations Manager

Christa R. Taylor
Administrative Assistant