Private Equity Small Market Specialists
Private Equity Small Market Specialists
Private equity small market specialists
Glouston Capital Partners is a 100% employee-owned private equity investment specialist with over 20 years of dedicated experience and approximately $2.4 billion in committed capital as of December 31, 2017. Since inception in 1994, we have focused on opportunities at the smaller end of the market. The Firm’s investment platform of secondary market funds and primary fund-of-funds has grown to include commingled vehicles, separately managed accounts and direct co-investments. We leverage our extensive knowledge of the marketplace, experience in various economic cycles, access to quality private equity managers and expertise in evaluating managers and investment opportunities to provide our global client-base with thoughtful and dynamic solutions to achieve their investment goals.
Investment team established
First dedicated multi-manager private equity fund formed
First custom account created
First dedicated secondary market fund formed
Glouston Capital Partners established as a stand-alone private equity firm and team purchased direct economic stake in the Firm
First external separately managed account launched with a large defined benefit client
Team increased economic stake in the Firm to 80%
First regionally focused separately managed primary account created with a large public pension plan
Glouston Capital Partners became 100% employee-owned
Dedicated to the small end of the market
Offering liquidity solutions to sellers at the small end of the market since the Firm’s inception
Constructing portfolios of smaller buyout, growth capital and venture capital funds primarily focused in the U.S.
Active co-invest program encompassing companies in a wide variety of industries
Tailoring private equity solutions with investors to satisfy their unique investment objectives
Offering liquidity solutions to sellers at the small end of the market since the Firm’s inception
Glouston Capital Partners targets mature limited partnership interests in buyout, growth and venture capital with a focus on transactions less than $75 million. We believe the small end of the market can be less efficient and can offer opportunities to purchase quality assets at attractive prices. Our secondary funds consist of a dynamic blend of deal structures including single interests, small portfolios, structured transactions, secondary directs and restructurings which are sourced from a wide variety of global sellers. Our clients benefit from our breadth of knowledge and 14 years of experience investing in the secondary market as well as our commitment to a thorough due diligence process.
Constructing portfolios of smaller buyout, growth capital and venture capital funds primarily focused in the U.S.
Our clients benefit from our dedication to creating stable and diversified private equity portfolios. These portfolios consist of small to mid-sized buyout, growth and venture capital funds managed by experienced teams with proven track records as well as emerging managers with strong potential to create favorable returns. Our primary funds are diversified in strategy and include secondary exposure for j-curve mitigation as well as the ability to customize the desired exposure between buyout and venture capital.
Active co-invest program encompassing companies in a wide variety of industries
The Firm has been investing directly in companies since its inception, and our team has gained considerable experience in evaluating, investing in and monitoring private companies at various stages in their lifecycles and in a number of different industries. We participate in direct investments as co-investors alongside high quality managers with specific expertise in the target companies’ industries and with whom the Firm has existing and strong relationships.
Tailoring private equity solutions with investors to satisfy their unique investment objectives
The Firm has developed expertise in creating tailored private equity vehicles with investors in order to satisfy their unique investment objectives such as regional or geographic focus, sector specific focus, emerging managers or vehicle structure. The Firm’s goal is to selectively provide a broad range of services covering all aspects of the asset class for investors that value a long-term partnership with Glouston Capital Partners. Customized programs offer investors the ultimate flexibility in defining their optimal portfolio and risk tolerance. Our team will work to understand the needs of our clients and how best to construct, evaluate and manage their customized solutions.
Mr. Barrett joined the Firm’s predecessor in 1989 and has overseen GCP’s growth since its inception, including its expansion into the secondary market for private equity and the development of its institutional investor base. Mr. Barrett serves on a number of fund advisory boards and has held board or board observer roles in a number of private and public companies. Previously, Mr. Barrett was a Managing Director of Gemini Investors, a private equity firm focused on growth capital investments, served as an equity analyst for Fidelity Management and Research and held various positions with Keefe, Bruyette and Woods, Inc., an investment banking firm. Mr. Barrett graduated from Princeton University and holds an MBA from the Amos Tuck School of Business at Dartmouth.
Mr. D’Agostino joined the Firm in 2008 and is responsible for investor relations as well as sourcing and evaluating investment opportunities, interviewing general partners, performing financial analysis of portfolio investments, and monitoring existing investments. Previously, he was the Chief Operating Officer of Andesite, LLC, a Boston-based global life sciences long/short fund. Prior to 2004, he was President of Hartland & Co., an institutional investment consulting firm, where he worked with corporate defined benefit plans, foundations, endowments and healthcare institutions. Prior to Hartland & Co., he held various positions at The Boston Company. Mr. D’Agostino graduated from Colby College with a BA in Economics and holds an MBA from Case Western Reserve University. He is a member of the CFA Institute and the Boston Security Analysts Society.
Mr. Di Geronimo joined the Firm in 1998 and is responsible for sourcing and evaluating investment opportunities, interviewing general partners, performing financial analysis of portfolio investments, and monitoring existing investments. Prior to joining GCP, Mr. Di Geronimo was a Senior Associate with Price Waterhouse in the Investment Partnership and Offshore Fund practice where he audited funds managed by various investment firms including GCP. He graduated from the University of Delaware with a BS in Accounting and a minor in Management Information Systems.
Mr. Marino joined the Firm in 2003 and is responsible for the day-to-day operations, compliance and financial reporting of the private equity funds as well as participating in the review, operational due diligence and closing of portfolio investments. Previously, he was the Assistant Controller of Summit Partners, a Boston-based private equity and venture capital firm. In addition, he has worked as an Accounting Manager at a diversified Massachusetts real estate company and began his career at Price Waterhouse where he was a Senior Associate. He graduated from the University of Massachusetts at Amherst with a BS in Accounting and holds an MBA from Northeastern University.
Mr. Bright joined the Firm in 2007 with primary responsibility in the investment management function, including sourcing and evaluating investment opportunities, interviewing general partners, performing financial analysis of portfolio investments, and monitoring existing investments. Previously, he worked at Kendall Investments, a Cambridge, Massachusetts-based private equity fund-of-funds, where he evaluated, analyzed and monitored private equity portfolio investments. Prior to Kendall Investments, Mr. Bright was a Senior Associate at Cambridge Associates, a Boston-based investment consulting firm, where he focused on private equity investments. He graduated from Washington University with a BS in Accounting and holds an MBA and MSF from Boston College’s Carroll School of Management.
Mr. Cancellieri joined the Firm in 2016 with primary responsibility in the investment management function, including sourcing and evaluating investment opportunities, interviewing general partners, performing financial analysis of portfolio investments, and monitoring existing investments. Previously, he worked as an Investment Director at SL Capital Partners, a global private equity fund-of-funds firm. Prior to SL Capital, Mr. Cancellieri held various finance roles at General Electric, including the company’s Financial Management Program and Corporate Audit Staff. He graduated from Wake Forest University with a BS in Finance and holds an MBA from Boston College’s Carroll School of Management. Mr. Cancellieri is a CFA Charterholder and a member of the Boston Security Analysts Society.
Ms. Baran joined the Firm in 2015 with primary responsibilities focused on GCP’s investor relations efforts. Previously, she worked as a Consultant Relations Specialist at HarbourVest Partners, a Boston-based private equity fund-of-funds firm, where she coordinated, monitored and enhanced relationships with consultants and their clients. Ms. Baran is a graduate of Saint Michael’s College where she holds a BA in English Literature.
Mr. Childs joined the Firm in 2006 and is responsible for supporting Glouston Capital Partners’ administrative, operational and reporting functions. Previously, he was a Private Equity Performance Analyst with The Private Edge Group, State Street Corporation. In addition, he has also worked with the United Way of Central Maryland. Mr. Childs holds a BA from the College of the Holy Cross and an MBA from Boston College’s Carroll School of Management.
Mr. Keches joined the Firm in 2012 with primary responsibilities in the investment management function, including evaluating investment opportunities, interviewing general partners, performing financial analysis of portfolio investments, and monitoring existing investments. Mr. Keches received a BS from the University of Richmond and a MSM from Babson College.
Ms. Abbott joined in the Firm in 2007 and is responsible for supporting Glouston Capital Partners’ administrative, operational and reporting functions. Prior to joining GCP, she was a Fund Accountant with Investors Bank & Trust in Boston. Ms. Abbott is a graduate of Wheaton College where she holds a BA in Economics.
Mr. Francey joined the Firm in 2012 and is responsible for supporting Glouston Capital Partners’ administrative, operational and reporting functions. Prior to joining GCP, Mr. Francey was a Private Equity Fund Accountant with the State Street Corporation. He earned his BS in Business Administration from Northeastern University with concentrations in Finance and Accounting.
Ms. McNamara joined the Firm in 2017 with primary responsibilities focused on GCP’s investor relations efforts. Prior to joining GCP, she worked in Marketing & Client Service at Westfield Capital Management, a Boston-based public equity firm, where she was responsible for client service, consultant relations, and sales. Ms. McNamara is a graduate of Bowdoin College where she holds a BA in Economics and a BA in Government & Legal Studies with a concentration in International Relations.
Mr. O’Keeffe joined the Firm in 2016 with primary responsibilities in the investment management function, including evaluating investment opportunities, interviewing general partners, performing financial analysis of portfolio investments, and monitoring existing investments. Prior to joining GCP, he was an Associate in PwC’s Transaction Services – Valuation Group. Mr. O’Keeffe received a BS in Corporate Finance and Accounting from Bentley University.
Mr. Vos joined the Firm in 2018 with primary responsibilities in the investment management function, including evaluating investment opportunities, interviewing general partners, performing financial analysis of portfolio investments, and monitoring existing investments. Prior to joining GCP, he was a Senior Associate in KPMG’s Valuation Group. Mr. Vos received a BA in Economics-Accounting from the College of the Holy Cross.
Mr. Wajsgras joined the Firm in 2017 with primary responsibilities in the investment management function, including evaluating investment opportunities, interviewing general partners, performing financial analysis of portfolio investments, and monitoring existing investments. Prior to joining GCP, he was an Associate in PwC’s Transaction Services – Valuation Group. Mr. Wajsgras received a BS in Economics from Boston College.
Ms. Balkanli joined Glouston Capital Partners in 2017 and is responsible for supporting the administrative, operational and reporting functions. Prior to joining GCP, Ms. Balkanli was a Private Equity Fund Accountant with the Alternative Investment Solutions group of State Street Corporation. Ms. Balkanli is a graduate of Bentley University where she holds a BS in Finance.
Mr. Vitale joined the Firm in 2016 and is responsible for supporting Glouston Capital Partners’ administrative, operational and reporting functions. Prior to joining GCP, Mr. Vitale was a Business Analyst with the Alternative Investment Solutions group of State Street Corporation. He earned his BS in Business Administration from Stonehill College with a major in Finance and a minor in Entrepreneurship.
Ms. Kiely joined the Firm in 2009 and is responsible for Glouston Capital Partners’ general administrative functions. Prior to joining GCP, she was a Media Coordinator at ISM Marketing Strategies located in Boston, Massachusetts. Ms. Kiely graduated from Plymouth State University with a BS in Marketing.
Ms. Sharis joined the Firm in 2013 and is responsible for Glouston Capital Partners’ general administrative functions. Prior to joining GCP, she was an Administrative Assistant at NCG Offices Systems, Inc. located in Tewksbury, Massachusetts. Ms. Sharis graduated from Suffolk University with a BA in Fine Arts.
Ms. Johnson joined the Firm in 2015 and is responsible for Glouston Capital Partners’ general administrative functions. Prior to joining GCP, she was a Marketing Assistant at McFadden’s Restaurant, located in San Diego, California. Ms. Johnson graduated from San Diego State University with a BA in Communication.
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The GCP website is not directed to any person in any jurisdiction where (by reason of that person’s nationality, residence or otherwise) the publication or availability of the GCP website is prohibited. Persons in respect of whom such prohibitions apply must not access the GCP website. The information provided on the GCP website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country that would subject GCP to any registration requirement within such jurisdiction or country.
GCP believes that the information on the GCP website is accurate as of the date of publication. However, no entity of GCP makes any warranty of accuracy or completeness of the information, and they shall not be liable for any losses or damages relating to the adequacy, accuracy or completeness of any information on the GCP website or the use of such information. The information on the GCP website is provided for information only and should not form the basis of an investment decision.
The past is not necessarily a guide to the future performance of an investment. The value of investments may fall as well as rise and investors may not get back the amount invested.
Nothing in the GCP website should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction.
Subscription to GCP Funds are made on the basis of the Private Placement Memorandums only and information on this site does not constitute an offer to issue or sell, nor solicitation of an offer to subscribe or purchase, shares in any GCP Fund. Subscriptions may not be offered in any jurisdiction in which such offer or solicitation is not authorized.
GCP does not provide investment advisory services to the public and nothing contained herein should be construed as an offer of GCP’s services or products.
Non public personal information received directly or indirectly by GCP or its affiliates will not be disclosed to unaffiliated third parties except as required by law. See GCP’s privacy policy.
The information provided on the GCP website is not intended for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use is prohibited, or that would subject GCP to any registration requirement within such jurisdiction.
The information contained in this part of the GCP website is directed solely to qualified U.S. and Canadian institutions and distributors to qualified U.S. institutions.
Although Glouston Capital Partners, LLC is registered with the U.S. Securities and Exchange Commission an investment adviser under the U.S. Investment Advisers Act of 1940, securities issued by GCP Funds have not been registered under the U.S. Securities Act of 1933, and have not been registered with, or approved by, the U.S. Securities and Exchange Commission, any state securities administrator or any other regulatory authority. The securities issued by GCP Funds therefore cannot be sold, transferred or pledged (although they may be redeemed as described in each fund’s offering documents) in the absence of such registration or the availability of an exemption therefrom. There is no public or other market for the securities, and no such market is expected to develop. Neither the U.S. Securities and Exchange Commission nor the securities regulatory authority or commission of any state of the United States has passed upon the value of the securities of the GCP Funds, made any recommendations as to their purchase, approved or disapproved any offering made by GCP Funds or passed upon the adequacy or accuracy of any information contained on this website or in the offering materials for the GCP Funds. Any contrary representation is a criminal offense.
GCP Funds have not been and will not be registered as investment companies under the U.S. Investment Company Act of 1940.
We consider protecting your privacy to be fundamental to our relationship with you and are committed to preserving the confidentiality, integrity and security of your personal nonpublic information. We maintain strict standards of security and confidentiality to safeguard the nonpublic personal information you share with us and will remain vigilant in protecting the privacy of that information.
What information do we collect from you and about you?
We collect nonpublic personal information about you from the following sources:
What information do we disclose to affiliates and nonaffiliated third parties about you?
In order to process your transactions and provide services to you, we may share some or all of the information we collect, as described above, with financial service providers which include, as applicable, the Funds’ administrator, distributors and our corporate affiliates. We may also share this information with certain nonaffiliated third parties, such as attorneys, accountants, compliance consultants, brokers or custodians who perform services on our behalf or who assist us in providing services to you, or with other financial institutions with which we have joint marketing agreements. We do not disclose any nonpublic personal information about you to anyone except as permitted by law. You cannot limit the information we share for everyday business purposes, such as to process your transactions, maintain your account(s) or respond to court orders and legal investigations. It may also be necessary, under anti-money laundering and similar laws, to disclose Information about you in order for the Funds to accept subscriptions from you. You can limit use of your Information to prevent us from sharing it with non-affiliates who may use it to market to you.
We will continue to adhere to these policies and practices even after you no longer have an investment with us.
How do we protect the confidentiality and security of your information?
We restrict access to your personal and financial data to those employees and nonaffiliated third parties who need that information to provide you with our services. We maintain, and where applicable, require third parties who perform services on our behalf to maintain, physical, electronic and procedural safeguards that comply with regulatory standards to guard your nonpublic personal information. We enter into contractual agreements with all third parties to whom we provide your nonpublic personal information which prohibit them from disclosing or using the information for the purposes other than which we disclosed the information to them.
