CEO Advisory Committee
Michael P. Schulhof is the Chairman of GTI Holdings, a New York-based firm that specializes in private equity fund investments as well as advisory services. Sector activities include aerospace, healthcare, energy and media. The firm has interests in the U.S., India and Europe with offices in New York and New Delhi.
Mr. Schulhof serves on the Board of Trustees of the Solomon R. Guggenheim Foundation and the Brookings Institution, and he is a Member of the Council on Foreign Relations.
Mr. Schulhof also serves on the Boards of Air Works (India), Anyclip (Israel), Ziff Davis (U.S.A.), Nova Medical Centers (India), Air Livery (U.K.) and the American Hospital of Paris (France).
Mr. Schulhof’s thorough understanding of the technology-driven media, communications and entertainment industries is a result of his training as a scientist and his work with Sony’s Akio Morita in the development and implementation of business strategy for Sony that focused on technology-based consumer products and entertainment content. From 1990-1995, Mr. Schulhof was President and Chief Executive Officer of Sony Music Corporation, and from 1993 to 1995, he was President and Chief Executive Officer of Sony Corporation of America.
Mr. Schulhof received the prestigious Officier de la Legion D’Honneur from the French Republic in recognition of his work and efforts promoting the growth of commerce and greater understanding between the U.S. and France.
Mr. Schulhof received his B.A. from Grinnell College (1964); Master of Science from Cornell University (1967) and Ph.D. from Brandeis University (1970). He received an Honorary Degree as Doctor of Physics from Grinnell College.
Mr. Schulhof was born in Manhattan and raised in Great Neck, New York.
David J. Morrison is a Senior Advisor at Lee Equity Partners. Prior to joining Lee Equity as a Partner, Mr. Morrison was President and CEO of Mercer Management Consulting, Inc. and Chief Executive for Mercer’s Specialty Consulting businesses, a portfolio of strategy, operations, and functional consulting firms (collectively, “Mercer”). Mr. Morrison joined Mercer in 1997 upon its acquisition of Corporate Decisions, Inc. (“CDI”), a growth strategy consulting boutique which he co-founded in 1983 with several colleagues from Bain & Company. During his 26 years of strategy consulting, Mr. Morrison worked with leading companies in the financial services, information services, computer hardware and software, pharmaceuticals, health care, and telecommunications industries. He devoted significant time to mergers and acquisitions for private equity, corporate, and internal Mercer constituents. He worked side-by-side with senior corporate management to evaluate opportunities and set acquisition strategy for Fortune 500 companies. At Mercer, Mr. Morrison sourced, performed due diligence, negotiated, contracted and integrated ten acquisitions, investing $500 million of capital, which became the core of $1.5 billion Mercer Specialty Consulting (now Oliver Wyman).
Mr. Morrison is a co-author of The Profit Zone: How Strategic Business Design Will Lead You to Tomorrow’s Profits (a 1998 BusinessWeek “Top 10 Best” Business Book) and Profit Patterns: 30 Ways to Anticipate and Profit From Strategic Forces Reshaping Your Business. He has authored articles for the “Managers Journal” section of the Wall Street Journal and contributed to the development of Adrian Slywotzky’s best-selling book Value Migration. Mr. Morrison has served on the board of directors of PDR Network, Sanbolic, and ProPT. Mr. Morrison received a B.S. in Aeronautical Engineering with distinction from the U.S. Naval Academy and served eight years in the U.S. Navy as a Naval Flight Officer. Mr. Morrison received an M.S.E. from Princeton’s Aerospace Systems Lab and graduated with high distinction from the Harvard Business School, where he was a Baker Scholar.
Barry Baker is a Senior Advisor at Lee Equity Partners. Mr. Baker has been a global communications and branding/internet executive for almost 40 years. Before joining Lee Equity in 2013, Mr. Baker served as a General Partner and Managing Director of Boston Ventures, specializing in the communications, entertainment, business information and health care. He was a board member and CEO coach for many of Boston Venture’s portfolio companies. Some of the businesses include: Production Research Group, American Media, Vue Cinemas, Camp Systems, Richard Petty Enterprises, Smith TV, SJL Broadcasting, World Publications, American Home Pages, and Backyard Broadcasting.
Before joining Boston Ventures, Mr. Baker was President and Chief Operating Officer of USA Networks and all USA Interactive properties. Prior to that, he served as Chief Executive Officer of Sinclair Communications, overseeing the business of over 100 television and radio stations in 28 states. From 1989 to 1996, Mr. Baker was the CEO of River City Broadcasting, which he founded in 1989. Prior to these positions, his career began in management in cable, broadcast TV and radio broadcasting.
Mr. Baker has served on numerous industry boards including the Board of Directors of the National Association of Television Program Executives, and the Ad Council. He sat on the public boards of USA Interactive, Ticketmaster, CitySearch, the Hotel Reservations Network, (Hotels.com), and I-Beam. Mr. Baker was the Chairman of TVB (Television Bureau of Advertising).
He is the Chairman of the Park City Medical Center, an Intermountain Hospital. Mr. Baker attended Syracuse University and is on the Advisory Board of the Newhouse School. Barry Baker is responsible for two of the world’s leading voice and cancer research labs and chairs at Harvard’s Mass General and the Vanderbilt Medical Centers.
Robert C. Wright is a Senior Advisor at Lee Equity Partners. Mr. Wright is a leading executive in the global media and broadcasting industries with over 35 years of operating and managerial experience. He was the chairman and CEO of NBC Universal, Inc. from 2004 to 2007 where he had one of the longest and most successful tenures of any media company chief executive. Under Wright, NBC was transformed from a broadcast network into a global media powerhouse. Wright extended the broadcaster into cable and satellite, international, and new-media markets. In 1986, he was first elected president and chief executive officer of National Broadcasting Co.
Mr. Wright is also a leading American corporate executive with diversified financial services and industrial expertise. In 2000, he was elected vice chairman of the board and executive officer of GE. In 1984, he served as president and chief executive officer of General Electric Financial Services. He joined GE in 1969 as a staff lawyer.
Mr. Wright serves on the board of directors of the Polo Ralph Lauren Corporation, AMC Networks Inc. and Mission Product, LLC. He is a Trustee of the New York Presbyterian hospital. He is also Chairman and CEO of the Palm Beach Civic Association. Mr. Wright is a co-founder of Autism Speaks, a national foundation dedicated to raising public awareness and research funds to find the answers to autism. Mr. Wright received a B.A from the College of the Holy Cross and an LL.B. degree from the University of Virginia School of Law.
Thomas H. Lee is Chairman at Lee Equity Partners. Prior to forming Lee Equity, Mr. Lee served as Chairman and CEO of Thomas H. Lee Partners, L.P. (“THLP”) and its predecessors, which he founded in 1974. Over the past 36 years, Mr. Lee has been responsible for investing in excess of $10 billion of capital in more than 100 transactions. Prior to founding THLP, Mr. Lee was with the First National Bank of Boston, where he was a Vice President and led the high technology lending group. Previously, Mr. Lee was a securities analyst in the institutional research department of L.F. Rothschild & Company in New York.
Mr. Lee serves or has served as a director of numerous public and private companies, including Aimbridge Hospitality, The Edelman Financial Group, Papa Murphy’s International, Mid Cap Financial, General Nutrition Companies, Inc., Metris Companies, Inc., Playtex Products, Inc., Snapple Beverage Corp., Vail Resorts, Inc., Vertis Holdings, Inc., Warner Music Group Corp., and Wyndham International, Inc., among others. In addition, Mr. Lee is currently a Trustee of Lincoln Center for the Performing Arts, the Museum of Modern Art, Langone NYU Medical Center, and the Whitney Museum of American Art, among other civic and charitable organizations. He also serves on the Executive Committee for Harvard University's Committee on University Resources. Mr. Lee received an A.B. in Economics from Harvard College.
Mark K. Gormley is a Partner at Lee Equity Partners. Prior to joining Lee Equity in 2006, Mr. Gormley was a Partner at Capital Z Financial Services Partners (“CZFS”), a leading financial services private equity firm, where he played a leading role in the operations and investment activities of the $1.85 billion fund. Mr. Gormley co-founded CZFS in 1998 and shared responsibility for the oversight of all of the firm's investment and monitoring activities. Prior to founding CZFS, Mr. Gormley served as a Managing Director at Donaldson, Lufkin & Jenrette (“DLJ”), specializing in the insurance and asset management industries. While at DLJ, Mr. Gormley worked on corporate finance and merger and acquisition assignments, as well as on principal related activities on behalf of DLJ Merchant Banking. Prior to joining DLJ in 1989, he was a founding member of the Insurance Group at Merrill Lynch in 1985.
Mr. Gormley serves or has served as a director of numerous public and private companies, including The Edelman Financial Group, Skopos Financial Group, Captive Resources, Carlile Bancshares, PDR Network, MidCap Financial, Universal American, Permanent General, NewStar Financial, British Marine Holdings, Catlin Group, Bank Handlowy, Ceska Sporitelna, NACOLAH among others. Mr. Gormley received a B.S.B.A. cum laude in Finance and Economics from the University of Denver and an M.B.A. from New York University.
Benjamin A. Hochberg is a Partner at Lee Equity Partners. Prior to joining Lee Equity, Mr. Hochberg was a Principal at Odyssey Investment Partners, LLC, a middle-market private equity investment firm, where he worked closely on the firm’s investment in Norcross Safety Products, LLC. Prior to that, from 1997 to 2005, Mr. Hochberg worked at Bain Capital Partners, a global private equity investment firm, where he most recently held the position of Principal. At Bain Capital Partners, Mr. Hochberg was involved in Warner Music Group Corp., Loews Cineplex Entertainment, ProSieben Sat.1 Media AG, Warner Chilcott and Toys R Us, Inc. Mr. Hochberg was also the initial analyst for Bain Capital’s $20 billion Sankaty Advisors credit investing business. Mr. Hochberg started his career in 1995 at Bain & Company as a strategy consultant.
Mr. Hochberg serves or has served on the boards of directors of Aimbridge Hospitality, The Edelman Financial Group, Papa Murphy’s International, Skopos Financial Group, Deb Shops, Inc., and Norcross Safety Products, LLC, a portfolio company of Odyssey. Mr. Hochberg received an M.B.A. from Harvard Business School and received an A.B. in Chemistry from Harvard College, with cum laude honors.
Yoo Jin Kim is a Partner at Lee Equity Partners. Prior to joining Lee Equity, Mr. Kim was a Principal at Bain Capital, a global private equity investment firm. Mr. Kim joined Bain Capital in 1994 and his entire tenure was in the North American Private Equity group in the Boston and New York offices. Mr. Kim was involved with a number of successful growth-oriented investments, including Domino’s Pizza, Integrated Circuit Systems, Stream International, Innophos, and Wesley Jessen VisionCare. Mr. Kim has generalist investment experience in multiple sectors including consumer/retail, chemical, distribution, healthcare, media/technology, and industrial sectors. Prior to joining Bain Capital, Mr. Kim was a strategy consultant at Corporate Decisions, Inc, focused on growth strategies for several sectors, including healthcare, consumer/retail, and media.
Mr. Kim serves on the board of directors of Aimbridge Hospitality, Cross Mediaworks, Eating Recovery Center, Interluxe Holdings, Papa Murphy’s International, and Paragon Industries. Mr. Kim received an M.B.A. from Harvard Business School and received an A.B. in Biochemistry from Dartmouth College, with Phi Beta Kappa and magna cum laude honors.
Geoffrey Lieberthal is a Partner at Lee Equity Partners. Prior to joining Lee Equity, Mr. Lieberthal was a Principal at Texas Pacific Group. Prior to Texas Pacific Group, he was a Vice President at Bain Capital Partners and prior to this he was a Consultant at Bain & Company. His transaction background includes retail, healthcare and generalist transactions. Mr. Lieberthal serves on the board of directors of Paragon Industries. From 2008-2010 he served on the board of directors of Axcan Pharma (now known as Aptalis Pharma), a Texas Pacific Group portfolio company. Mr. Lieberthal received an M.B.A from Stanford Business School and a B.A. from Dartmouth College with cum laude honors.
Partner / Head of Investor Relations
Ms. MacDonald is Head of Investor Relations and leads the investor relations, fundraising and co-investment activities at the firm. Prior to joining Lee Equity, Ms. MacDonald spent over seven years at First Reserve as a Director focused on investor relations, public relations and fundraising. Prior to that, she was an Investment Manager at fund of funds group SVG Advisers where from 2001 to 2007 she was responsible for fund manager selection and industry research. Prior to that, she worked in the client service and performance measurement groups at Wellington Management. Ms. MacDonald received an M.B.A. from Babson College and received a B.S. from Emerson College.
Rahul Nand is a Partner at Lee Equity Partners. Prior to joining Lee Equity, Mr. Nand was a Senior Business Analyst in the Corporate Finance Practice at McKinsey & Company. Mr. Nand received a B.S. in Finance and a B.S. in Accounting from the University of Illinois.
Daniel J. Rodriguez is a Partner at Lee Equity Partners. Prior to joining Lee Equity, Mr. Rodriguez was an Analyst in the Financial Institutions Group at Morgan Stanley. Mr. Rodriguez serves on the board of directors of The Edelman Financial Group, WealthTrust, Skopos Financial Group and Atria Wealth Solutions. He earned a B.A. in Economics and Spanish with a minor in Managerial Studies at Vanderbilt University, with summa cum laude honors.
Partner / CFO / CCO
Joseph B. Rotberg is Partner, the Chief Financial Officer and the Chief Compliance Officer at Lee Equity Partners. Prior to joining Lee Equity, Mr. Rotberg spent 14 years at Mercer Management Consulting (now Oliver Wyman), most recently as the CFO of its Specialty Consulting businesses where he had primary responsibility for all financial matters including accounting operations, financial reporting, treasury and tax for the firm’s 50+ offices in 25 countries. While at Mercer, Mr. Rotberg led the acquisition and due diligence processes for multiple consulting acquisitions which resulted in significant geographic and capability expansion of the firm. From 1986 to 1992, he held the position of Regional Controller and then Worldwide Director of Internal Audit at Booz Allen Hamilton, Inc. Prior to joining Booz Allen in 1986, Mr. Rotberg was an Analyst and Accountant at Salomon Brothers, Inc. and a senior auditor at Coopers & Lybrand.
Mr. Rotberg serves on the boards of directors of Captive Resources. Mr. Rotberg received a B.S. in Accounting from the School of Professional Accountancy at the C.W. Post Center of Long Island University, with cum laude honors. Mr. Rotberg is a Certified Public Accountant (NY-Active) and a member of the American Institute of CPAs and NY State Society of CPAs.
Collins Ward is a Partner at Lee Equity Partners. Prior to joining Lee Equity, Mr. Ward was a Senior Associate Consultant in the Private Equity Practice and the Strategic Consulting Practice of Bain & Company. Mr. Ward received a B.S. in Mechanical Engineering with a minor in Economics from Massachusetts Institute of Technology, and upon graduating participated in the U.S. Fulbright program as a German Scholar in Engineering. Mr. Ward graduated with high distinction from the Harvard Business School, where he was a Baker Scholar.
Mark Mauceri is a Principal with Lee Equity Partners. Prior to joining Lee Equity, Mr. Mauceri was a Senior Associate with Corsair Capital. Prior to Corsair Capital, he was an Analyst with UBS Investment Bank in the Financial Institutions Group. Mr. Mauceri received a B.A. in Economics from the College of William and Mary.
Christian Chauvet is a Vice President at Lee Equity Partners. Prior to joining Lee Equity as an Associate, Mr. Chauvet was a Business Analyst at McKinsey & Company. Mr. Chauvet received a B.A. in Government from Harvard College with magna cum laude honors.
Ryan Fossella is a Vice President at Lee Equity Partners. Prior to joining Lee Equity as an Associate, Mr. Fossella was an Associate in the Management Consulting Group at Oliver Wyman. He received a Bachelor of Commerce degree from Queen’s University in Ontario, Canada.
Eric Hsu is a Vice President at Lee Equity Partners. Prior to joining Lee Equity, Mr. Hsu was an Associate Consultant at Bain & Company. Eric received a Bachelor of Arts in Economics and Mathematics from Dartmouth College. Eric is a CFA® charterholder.
Matthew Barber is an Associate at Lee Equity. Prior to joining Lee Equity in 2018, Mr. Barber was a Senior Consultant at Oliver Wyman. Mr. Barber received an A.B. in Applied Mathematics from Harvard College.
Thomas Holdstein is an Associate at Lee Equity Partners. Prior to joining Lee Equity, Mr. Holdstein was an Associate at Oliver Wyman. Mr. Holdstein received a B.S. in Finance from Cornell University with magna cum laude honors.
Sean Patel is an Associate at Lee Equity Partners. Prior to joining Lee Equity, Mr. Patel was an Associate at Oliver Wyman. He received a B.S. in Finance and Math from Cornell University with magna cum laude honors.
Sagar Pranav is an Associate at Lee Equity. Prior to joining Lee Equity in 2018, Mr. Pranav was Senior Business Analyst at McKinsey & Company. Mr. Pranav received a B.A. from University of Michigan.
James Shecter is an Analyst at Lee Equity Partners. Prior to joining Lee Equity in 2018, Mr. Shecter was an Analyst at Citigroup. Mr. Shecter received an A.B. from Harvard College, where he studied Behavioral Economics.
Director of Finance and Accounting
Shlomo Perl is the Director of Finance and Accounting at Lee Equity Partners. Prior to joining Lee Equity, Mr. Perl worked at KPMG in their Asset Management Practice. His responsibilities included managing all aspects of financial statement audits of private equity, hedge funds and investment advisors with a wide range of investment strategies and structures. Mr. Perl also advised clients on accounting issues and financial statement disclosures and ensured the reliability, quality and integrity of the financial statements. Mr. Perl holds a B.S. in Accounting from Baruch College. Mr. Perl is a Certified Public Accountant (NY) and Accredited in Business Valuation. He is a member of the NY State Society of CPAs and American Institute of CPAs.
Matthew Abramowitz is the Assistant Controller at Lee Equity Partners. Prior to joining Lee Equity, Mr. Abramowitz worked at PwC in their Asset Management Practice. He is a Certified Public Accountant (NY) and holds a B.S. in Accounting and Finance from Lehigh University.
Corporate Counsel / Compliance
John Coleman is Corporate Counsel, Compliance at Lee Equity Partners. Prior to joining Lee Equity, Mr. Coleman was a Consultant at Deloitte. Mr. Coleman received his J.D. from New York Law School with cum laude honors.
Investor Relations Coordinator
Whitney is the Investor Relations Coordinator at Lee Equity. Prior to joining the firm in 2012, Ms. McBride was an Associate at International Fund Services, LLC., a State Street Company. She received a B.S. in Business Administration from Villanova University.
Ms. Pacheco joined Lee Equity in 2017. Prior to joining Lee Equity, Ms. Pacheco was an Administrative Associate at Smith Financial Strategies Group. She received a B.S. in Psychology and Sociology from Southern Nazarene University.
Ms. Tavares is a Senior Executive Assistant at Lee Equity Partners. Prior to joining Lee Equity, Ms. Tavares was the Executive Assistant to the Co-Founders at Autism Speaks. Prior to Autism Speaks, she was the Executive Assistant to the Founder of Ormes Capital Markets, Inc.
Ms. Wey is a Senior Executive Assistant at Lee Equity Partners. Prior to joining Lee Equity, Ms. Wey held positions at Hoplite Capital, TPG Capital & Fieldpoint Private Bank & Trust. She received a B.S. in Economics from St. Lawrence University.
Lee Equity Partners is a U.S. based middle market private equity firm. We seek to partner with premier management teams to build companies with strong growth potential.