Management
Avid skier, 1 Million Cups supporter, and financial education expert.
Patrick E. Donohue, CFA
Managing Partner and CEO
Experience in direct private and public investments, investment banking, and equity research. Co-founded equity capital markets at Northland Securities (Director of Research and Managing Director, Investment Banking).
BSBA Finance, Creighton University, with honors
Chartered Financial Analyst (CFA) designation
Girl Dad, Johnnie, and Eagle Scout.
Nick Ehret, CPA
Managing Partner and CFO
Experience in public accounting, managing a single-family office, and small business operations. Managed the audits of investment portfolios totaling $70B under management.
BA, Saint John’s University, with honors
Certified Public Accountant (CPA)
Barre instructor, travel agent, and dog aunt.
Maggie Graff
Capital Manager
Experience in startups, small business operations, and financial modeling. Owned and operated multiple small businesses.
BSB and MBA, University of Minnesota
Stakeholders
Our founders have worked with hundreds of SMBs, served on over one hundred boards, and completed $500 million+ and $4 billion+ in direct and indirect transactions, respectively. Our team has extensive experience in growing businesses, accounting, finance, venture capital, investment banking, and M&A.