Our team is comprised of successful founder-entrepreneurs that lead public and private companies and experienced investors who bring significant value in their ability to help a partner grow their business and generate strong returns.

Stephen A. Vogel

Stephen A. Vogel, Executive Chairman

Mr. Vogel has over 40 years of operating and private equity experience.  He currently serves as General Partner of Vogel Partners, LLP, a private investment firm.

Mr. Vogel began his career as President, CEO and Co-Founder of Synergy Gas Corp., a retail propane distribution company.  During his 25-year tenure, Mr. Vogel grew Synergy to more than 250,000 customers, 2,700 employees and more than $300 million in annual revenue. He successfully completed 50 individual acquisitions during this time and increased the company's distribution base to 330 retail locations.

After selling Synergy Gas Corp. to Northwestern Corp. in 1995, Mr. Vogel co-founded EntreCapital Partners, a private equity firm that focused on companies facing operational or management challenges.  Additionally, he was an operating partner at Tri-Artisan Capital Partners, LLC and a venture partner at EnerTech Capital Partners.

Mr. Vogel also served as CEO of Grameen America, a not-for-profit organization that provides microloans to low-income borrowers in the United States. He was on the board of Netspend (NASDAQ: NTSP), a leader for prepaid stored value platforms, he was chair of the Nominating and Governance Committee and a member of the Audit Committee.

Mr. Vogel was a member of the Board of Trustees at Montefiore Medical Center and Children's Hospital for over 20 years and served on the Board of Trustees at Lighthouse International. Mr. Vogel is a past Trustee of the Horace Mann School and previously served on the Board of Directors of the National Propane Gas Association. Mr. Vogel graduated from Syracuse University School of Management.

David Boris

David Boris, Co-CEO and Chief Financial Officer

Mr. Boris has over 30 years of Wall Street experience in mergers and corporate finance and has been involved in more than 13 SPAC transactions as a board member, underwriter and M&A advisor, including nine business combinations totaling over $3.4 billion.

Mr. Boris is currently a Director of Pacific Special Acquisition Corp., a SPAC formed by one of the leading independent investment banks in China. In addition, he recently served as advisor to Limbach Holdings in connection with its merger with the 1347 Capital Corp. SPAC. From November of 2010 to May of 2013, Mr. Boris served as Chairman of Primcogent Solutions LLC, leading the board during the period of the company’s preparation to seek reorganization by way of a voluntary bankruptcy petition, which was filed in 2013. Mr. Boris served as a Director of Trio Merger Corp. (a SPAC) from its inception through its business combination with SAExploration.

Mr. Boris served as Senior Managing Director and Head of Investment Banking at Pali Capital, Inc., an investment banking firm, and prior to this was a founding member and Managing Director of Morgan Joseph & Co. Inc., where he was head of both the Financial Sponsors and Media Groups. Mr. Boris is the former President of Ladenburg Thalmann Group Inc., where he was also Executive Vice President and Head of Investment Banking. In addition, he was a co-founder, director, and a principal shareholder of Brenner Securities Corporation and its successors. Prior to Brenner, Mr. Boris was at Oppenheimer & Company, as a Senior Vice President and Limited Partner. Mr. Boris began his career as a member of the Business Development Group of W.R. Grace & Company.

Mr. Boris is a graduate of Columbia University Business School and a graduate of Vassar College, cum laude. He is an active member of the Young Presidents’ Organization.

Marshall Kiev

Marshall Kiev, Co-CEO and President

Mr. Kiev has over 25 years of alternative investing experience. He is the President and Founder of MK Capital Partners, a private investment firm.  Mr. Kiev was previously a Director of Cohen Private Ventures (“CPV”). CPV is a family office investing long-term capital in direct private investments and other opportunistic transactions. Prior to his position with CPV, Mr. Kiev was Chief of Staff at S.A.C. Capital Advisors.

Prior to joining S.A.C., Mr. Kiev was President of Alternative Investments at Family Management Corporation, a multi-family office, where he oversaw a portfolio of investments in hedge funds and private equity funds. Previously, Mr. Kiev was a Partner at Main Street Resources, a middle-market private equity firm. He began his career at Family Management Corporation where he held a variety of roles over more than a decade.

Mr. Kiev holds an MBA degree from the Stern School of Business at New York University and a BA degree also from New York University. Mr. Kiev is an active member of the Young Presidents’ Organization and a former member of the Dean’s Council at Weill Cornell Medical College.

Steven Berns

Steven Berns, Director

Mr. Berns, is the Chief Operating Officer and Chief Financial Officer of Shutterstock, Inc. (NYSE: SSTK), a leading global provider of high-quality licensed photographs, vectors, illustrations, videos and music to businesses, marketing agencies and media organizations around the world. From July 2013 through August 2015, Mr. Berns served as Executive Vice President and Chief Financial Officer of Tribune Media (formerly Tribune Company), one of the country’s leading multimedia companies, operating businesses in broadcasting, publishing and digital. Prior to that time, Mr. Berns was the Executive Vice President and Chief Financial Officer of Revlon, Inc. (NYSE: REV), a worldwide cosmetics and beauty products company, from May 2009 to July 2013. Prior to that time, Mr. Berns was Chief Financial Officer of Tradeweb, LLC, a leading over-the-counter, multi-asset class online marketplace, and a pioneer in the development of electronic trading and trade processing, since November 2007. From November 2005 until July 2007, Mr. Berns served as President, Chief Financial Officer and Director of MDC Partners Inc. (NASDAQ: MDCA) and from September 2004 to November 2005, Mr. Berns served as Vice Chairman and Executive Vice President of MDC Partners. Prior to that, Mr. Berns was the Senior Vice President and Treasurer of Interpublic Group of Companies, Inc., (NYSE: IPG) an organization of advertising agencies and marketing services companies from August 1999 until September 2004. Before that, Mr. Berns held a variety of positions in finance at Revlon, Inc. from April 1992 until August 1999, becoming Vice President and Treasurer in 1996. Prior to joining Revlon in 1992, Mr. Berns worked at Paramount Communications Inc. and at a predecessor public accounting firm of Deloitte & Touche.

Mr. Berns served as a Director and Chairman of the Audit Committee of Shutterstock, Inc. from 2012 through July 2015. He served as a Director and member of the Audit and Compensation Committees for LivePerson, Inc. (NASDAQ: LPSN) from April 2002 until June 2011.

Mr. Berns received a BS from Lehigh University and an MBA from the Stern School of Business at New York University.

Jerry Elliott

Jerry Elliott, Director

Mr. Elliott has 25 years of experience leading companies in the internet infrastructure, wireless infrastructure, wireless services, and broadband services sectors. He has been the CEO, President, COO, and CFO of both private equity owned and public companies.

Mr. Elliott is currently the Chief Executive Officer of BAI Communications-US, which builds, owns and operates fiber and wireless infrastructure.

Previously, Mr. Elliott served as President and Chief Executive Officer of J5 Infrastructure Partners, which provides site deployment, design, engineering, and installation services to the largest telecommunications and infrastructure companies in the U.S. Previously, he was President of Leap Wireless, which was acquired in 2014 by AT&T for $4.1 billion. Mr. Elliott was also the CEO of Global Signal, which owned 11,000 cell towers throughout the U.S. and was acquired by Crown Castle in 2007 for $5.7 billion. He has been the President of Frontier Communications (NYSE: FTR), a provider of commercial and communications services, and CFO of Virgin Media, the largest provider of internet, video and wireless services in the U.K. Mr. Elliott began his career in the industry as a Managing Director in the Media and Communications investment banking group at Morgan Stanley.

Mr. Elliott has served on the Board of Directors of several companies in the technology, media, and telecommunications industries including Tekelec, Super Media, Suncom Wireless, Ntelos, Frontier Communications, SpineWave, and Caribe Media.

He is an Adjunct Professor of Management at the U.S. Military Academy at West Point. Mr. Elliott graduated from New York University with an LL.M. in tax law and holds a B.B.A. in both finance and accounting and a J.D. degree from Baylor University.

Neil Goldberg

Neil Goldberg, Director

Mr. Goldberg has 44 years of retailing, merchandising, general management and real estate experience.

Mr. Goldberg currently serves as President and CEO of Raymour and Flannigan Furniture and Holdings, one of the largest furniture retailers in the United States. He has lead the growth of Raymour and Flannigan from three local stores in 1972 to its current 106 locations across seven Northeast states employing more than 4,700 people.

In addition, Mr. Goldberg has been active on numerous national industry boards including the National Home Furnishing Association, the Home Furnishing Council, the American Furniture Hall of Fame and FurnitureFan.com. He has also participated on the board of local and national charitable organizations including the HSBC Bank Regional Board, the Metropolitan Development Association, Say Yes to Education, the Salvation Army of Central New York and the Syracuse University School of Management. Mr. Goldberg has been honored for his work as a recipient of the Ernst and Young Entrepreneur of the Year, the City of Hope Spirit of Life Award and the Anti-Defamation League American Heritage Award. He is a member of the Young Presidents’ Organization.

Mr. Goldberg graduated from the Syracuse University School of Management with a B.S. in accounting.

Richard Katzman

Richard Katzman, Director

Mr. Katzman is a private investor in early stage companies and a member of the New York Angels investing group. He is also an Executive Director and board member of Noodle Education, a search and advice site for education resources, based in New York City.

Mr. Katzman was Chairman & CEO of Kaz, Incorporated, a multinational consumer appliance company, until its sale in December 2010. Kaz’s products include humidifiers, vaporizers, digital thermometers, hot/cold therapy, heaters, fans, and air cleaners. Under his leadership, the company grew from $4 million in annual sales to $500 million by expanding its product offerings, developing international distribution, and pioneering brand extension licensing with global power brands Vicks, Honeywell and Braun.  

Mr. Katzman also co-founded Terra Firma Software, a provider of enterprise solutions and an early developer of Macintosh applications.

Mr. Katzman is a board member of Brown University’s Entrepreneurship Program, was Executive in Residence for the first cohort of the IE-Brown Executive MBA program in 2011-12 and has been a judge in several business plan competitions. Mr. Katzman was a board member of Princeton Review from its founding in 1982 until 2012 and was a trustee of Columbia Memorial Hospital in Hudson, NY. He is also a member of the Young Presidents’ Organization.

Mr. Katzman graduated with an A.B. from Brown University and attended the Singularity University Executive Program.