Graeme founded Private Capital Research LLC in 2001, and he is also a partner in GF Data Resources LLC, a searchable proprietary database of transaction data on private equity-sponsored M&A transactions with $10 to $250 million in total enterprise value.
Prior to PCR, Graeme was Director of Research for the Private Capital Group of Berwind Financial Group LP, (a subsidiary of the Berwind Corporation) where he was responsible for industry research and company research relating to the Private Capital activities at Berwind. Drawing from a broad base of operational and investment experience, Graeme also directed the process that provided both proprietary and opportunistic deal flow for the Leveraged Acquisitions Group. Graeme has a diverse background in the areas of finance, operations and marketing.
Prior to joining Berwind Financial Group, L.P., he was:
Graeme has a B.A. in Economics from Trinity College in Hartford, CT, and an M.B.A. from Temple University (Executive Program), where he received the Dean’s Certificate of Excellence and was elected to the Beta Gamma Sigma honor society.
Joe has been involved with corporate finance and merger & acquisitions for the past thirteen years. Prior to joining Private Capital Research, Joe worked for Haverford Capital Advisors, a boutique investment banking firm specializing in valuation, corporate finance and M&A services to privately-held middle market companies. Joe has performed business valuations for more than 100 businesses throughout the Eastern and Midwestern U.S. with a total value exceeding $1 billion in a variety of industries, including healthcare, building material products, manufacturing, and service related sectors. Joe also has initiated and closed several M&A transactions in the healthcare services sector, where he has primarily represented the seller.
Prior to joining Haverford Capital, Joe served as a Management Consultant with Smart & Associates, LLP, a national public accounting and business advisory firm, where he provided post acquisition due diligence and management integration services and served in interim controller roles for local branches of a national reinsurance company, a national flooring distribution company, and an outsourced document management solutions firm.
Joe holds a Masters of Business Administration in Finance from Temple University’s Fox School of Business and a Bachelors of Science in Accounting and Finance from Cabrini College.
Brian joined Private Capital Research LLC in 2015. Prior to joining PCR, he was an Associate at JP Morgan Securities, Inc. In that role he managed a team responsible for all facets of finance and risk management on the Latin America Equity Derivatives desk. Prior to that, Brian interned at Toro Trading where he supported Options Traders by helping develop market making and arbitrage trading strategies. Brian also interned at West Capital Management, assisting their Director of Research with portfolio analytics and investment manager due diligence.
Brian is a graduate of Temple University’s Fox School of Business with a Bachelors of Business Administration, majoring in Finance. While at Temple Brian was a Co-founder and inaugural Chief Investment Officer for the William C. Dunkelberg Owl Fund, a student run value oriented investment fund. Brian was also Vice President and Treasurer for the Financial Management Association and a member of Temple’s Rugby Football Club.
Clelia joined Private Captial Research LLC in 2006. Prior to joining PCR, she was a trainer for Computer Line in Drexel Hill, PA. In that position, she provided Microsoft Office training classes for corporate clients. Prior to that, she was an Educational Representative for Computer Forum where she provided training, in-service workshops and sales of Apple Macintosh computers to the educational community throughout Chester County.
Clelia is a graduate of Immaculata University with a BA in Economics. She is also a graduate of the Fashion Institute of Technology in New York City with an AAS in Fashion Design.