Our dedicated team of investment professionals and operating executives is the foundation of our company. As industry veterans, we bring a high level of relevant expertise into the Enterprise Software space.
Meet Our Team
Co-Founder and Partner
Greg Case is a Co-Founder and Partner of PeakEquity Partners. He leverages over 30 years of private equity investing experience and has dedicated the last 17 years to investing in, and providing strategic guidance to, Enterprise Software businesses.
As a Senior Partner and Shareholder at Apax Partners, Greg led the firm’s US late stage software practice focusing on growth capital, minority recapitalization, and buyout opportunities in enterprise software, technology-enabled business services, business process outsourcing and internet-based direct marketing. During his 16 years at Apax, Greg was principally involved with 24 investments ranging from start-ups to buyouts to "take-private" transactions, was Chairman of the US Buyout and Venture Capital Approval Committees, and served on both the US Operating Committee and the International Approval Committee for Apax Worldwide. Prior to founding PeakEquity Partners, Greg spent four years as a Partner with LLR Partners, where he led the enterprise software investing practice and was responsible for four software companies in its portfolio. Greg began his private equity career with Investments Orange Nassau in the U.S. and Southeast Asia.
Greg currently serves on the boards of EnterpriseDB, G5, SparkPost and Acre. He has previously been a director of Bluestone Software, CML Emergency Services, Heartland Automotive Services, Planview, Princeton Softech, Quintiq, Revitas and Web Clients among many other high growth companies. Greg is also the Chairman of Audubon Pennsylvania. Greg has an MBA from the Wharton School at the University of Pennsylvania. He has a BA in Economics, magna cum laude, from Middlebury College, and a Certificate in Economics from the London School of Economics and Political Science.
Co-Founder and Partner
Paul Winn is a Co-Founder and Partner of PeakEquity Partners. Paul’s focus over the last 25 years has been in building sustainable growth Enterprise Software businesses. In executive leadership positions at large and middle market enterprise technology companies as well as public and private companies, Paul has built and managed high-performance leadership teams that delivered shareholder value through effective growth strategies, new product development, geographic expansion, channel development, acquisitions, strategic partners and cross functional integration.
Paul has served in the roles of President/CEO at Princeton Softech (acquired by IBM in 2007), PowerQuest (acquired by Symantec in 2003), and Genicom, a public document imaging company, which experienced strong growth during his ten-year tenure. He was LLR Partners’ first operating partner and most recently served as Chairman and interim CEO at Revitas. Prior to these roles, Paul spent over 20 years with IBM in various capacities including product development, site management and general management, where his career highlights included: opening a new development and manufacturing site, selling IBM’s copier business to Kodak, spinning-off IBM’s low-end printer business (now Lexmark), and establishing joint ventures with Minolta and Kentek. Paul currently serves on the boards of EnterpriseDB and Valiant. He has served on the boards of Princeton Softech, PowerQuest, SparkPost, Revitas, Application Security, Cybershift, Indigo, Quintiq and Genicom. Paul also served on the board of Junior Achievement. Paul graduated from Utah State University with a Bachelor of Science degree in Engineering. He was appointed as the University of Virginia’s Executive in Residence, and named Utah State University’s Alumnus of the Year.
Ric Andersen joined PeakEquity Partners in 2015 as a Partner. Ric leverages over 30 years of business leadership, value creation, and investing in industry, management consulting and private equity. Ric spent five years at Milestone where he helped to implement a robust value creation and portfolio management program; more recently, he led Milestone's software and technology-enabled services investing practice. Prior to Milestone, Ric worked for five years at Silver Lake Partners where he was hired to build and co-lead their value creation team and engaged with many of the firm’s investments and portfolio companies. He has sat on the boards of Sabre, Avaya and EnterpriseDB and continues to serve on the boards of Image API, G5 and Valiant.
Ric's experience also includes his tenure with Price Waterhouse, PwC Consulting, and IBM where Ric was a senior partner who built and managed enterprise software/ERP businesses as well as business process outsourcing operations. While at PwC Consulting, Ric played a central role in planning for and executing the sale of the PwC Consulting business to IBM in 2002 as well as the post-deal integration activities. He spent much of his early career leading large-scale enterprise software and business process improvement programs for Fortune 500 companies across a variety of industries.
Ric is an independent director of Vertex, a large, privately held enterprise software company, as well as American Public Education Inc., a publicly traded, fully accredited online university. He also serves on the board of the Barra Foundation, a large charitable foundation. Ric is a member of the American Institute of Certified Public Accountants. He holds an M.B.A. from the Wharton School at the University of Pennsylvania and a B.S. from Bucknell University.
D.J. Andrzejewski joined PeakEquity Partners in 2014. D.J. has over 12 years of private equity investing experience and was involved in PeakEquity’s investments in EnterpriseDB, G5, Valiant, CareerArc and BERA. Prior to PeakEquity Partners, D.J. worked on the investment team at Stripes Group, a New York based growth equity firm. At Stripes, D.J. sourced and executed investments across a variety of software and technology sectors including SaaS, B2B & B2C Internet, and Mobile. D.J. began his career at Milestone Partners, a Philadelphia based private equity firm. At Milestone he was focused on evaluation and execution of leveraged buyouts and recapitalizations of middle market businesses across various industries.
D.J. currently serves on the board of CareerArc and BERA and formerly served on the board of EnterpriseDB until sale in 2019. CareerArc is a SaaS human resources technology company that provides solutions for critical issues in employee recruitment and outplacement. BERA provides SaaS brand intelligence solutions that are disrupting how global companies measure, manage and maximize their customer relationships. EnterpriseDB provides enterprise class database solutions based on PostrgeSQL, an open source database management technology.
D.J. graduated with an MBA from the Wharton School at the University of Pennsylvania in 2014. While at Wharton, D.J. worked on the technology investing team at Venrock, a venture capital firm, sourcing and evaluating early stage software and technology investments. D.J. also has a BA from the University of Pennsylvania where he was a two-time captain of Penn's NCAA Division I lacrosse team.
Senior Operating Partner
Jim is a Senior Operating Partner* with over 30 years of experience as a founder, CEO, executive and director of enterprise software businesses. Having known the Principals for over 20 years, in 2017 he began working with PeakEquity as an operating executive with expertise in general management, direct sales, SaaS, mobile security/management and infrastructure software. Jim assisted in the evaluation of numerous potential PeakEquity investments and served on the board of G5 before joining PeakEquity as Senior Operating Partner in 2018.
Jim spent two decades as the Chief Executive Officer, Cofounder and Director of Fiberlink, which was acquired by IBM in 2013. Under Jim's leadership, Fiberlink rapidly grew into a customer-focused organization that changed the way businesses think about mobile computing. He created a vision for Fiberlink’s MaaS360 product to deliver comprehensive mobile security and management capabilities in an easy-to-use cloud-based platform. Prior to founding Fiberlink, Jim spent ten years as a sales and services executive at System Industries, a NASDAQ traded storage sub-system provider.
Jim currently serves on the board of G5 and is an independent director of Revi Media, a performance marketing company offering lead generation and lead exchange solutions. He also serves on the board of the Hill School and the Mastery Charter Schools of Camden, where he is Chairman and serves on the executive committee.
Jim has won various awards including the 2000 Blue Chip Enterprise Award sponsored by the US Chamber of Commerce and Mass Mutual Financial Group, the Greater Philadelphia’s 2001 Ernst & Young Entrepreneur of the Year in the Software and Technology Services Category, and the 2004 Information and Technology Innovator Award from the Fox School of Business at Temple University. Jim has a dual degree in Economics and Communications from the University of Virginia.
* Senior Operating Partners are consultants that spend significant time working with PeakEquity Partners and its portfolio companies, but are not employees of PeakEquity Partners, and may be compensated by portfolio companies.
Justin Reger joined PeakEquity Partners in 2017. Justin brings nearly 20 years of business experience, with the last 11 years focused on private equity investing in the technology sector. Justin spent nine years at LLR Partners, most recently leading their enterprise application software practice, and was involved with 14 platform investments ranging from growth capital financings to majority recapitalizations. He currently serves on the board of Key2Act, a construction software provider, and previously held board positions at Maxwell Systems, Revitas, Quintiq, SparkPost, Rapid Ratings, Logi Analytics, and CompoSecure.
Justin was also in the investment banking practice at Citigroup advising private equity firms on leveraged buyouts in a variety of industries. Prior to Citigroup, he began his career at PricewaterhouseCoopers in the firm’s audit practice and ultimately transitioned to a manager role leading advisory engagements around M&A transactions and forensic investigations.
Justin has an M.B.A. from NYU’s Stern School of Business and a B.S. in Economics with honors from the Wharton School at the University of Pennsylvania. He is a Certified Public Accountant and serves on the board of the Penney Girls Foundation, a non-profit dedicated to positively impacting chronically ill children and their families.
Chief Financial Officer and Chief Compliance Officer
Pete Lloyd joined PeakEquity Partners in January of 2016 as the Chief Financial Officer and Chief Compliance Officer for the Firm. He also serves in the same roles for Milestone Partners as the Partner who heads up the accounting/finance, human resources, technology and administrative functions for both organizations. Pete brings 25 years of experience to the team in private equity and accounting/finance roles with 17 years specifically within the private equity industry. In addition to the private equity world, he’s spent time in the investment management, public accounting and manufacturing industries.
Prior to joining in 2016, Pete was the CFO for KTR Capital Partners, a private equity real estate investment, development and operating company, where he played a lead role in closing a $5.9 billion transaction in May of 2015, which gave investors a 40% IRR. Besides the previously mentioned operational roles, he led the financing effort for the real estate securing financing of over $3 billion in 10 years. Before KTR, Pete served as Senior Vice President and Chief Accounting Officer of Keystone Property Trust, a publicly traded REIT. From 1996 to 2000, he was with Morgan Stanley as Vice President-Controller for the institutional investment management business. In addition, Pete held controllership positions at TL Ventures, a venture capital firm, and a subsidiary of Dynisco, a manufacturing company. He began his career in auditing with Arthur Andersen LLP’s Philadelphia office, focusing on a wide range of financial services industries.
Currently, Pete serves as a Board member for the Villanova University - DiLella Center for Real Estate and over the years has held positions on other foundations and charities. He is a member of the Private Equity CFO Association and CFO Leadership Council. Pete is a Certified Public Accountant and previously earned his Series 6, 27 and 63 licenses. Pete graduated cum laude from Villanova University, where he earned a B.S. in Accountancy.
Noah joined PeakEquity in 2018 and brings experience in both private equity and investment banking. Noah provides assistance to the senior team of PeakEquity across all aspects of the firm’s business.
Noah was previously an associate at Milestone Partners where he was responsible for evaluating new investment opportunities and providing support for portfolio companies. Prior to joining Milestone, Noah was an investment banking analyst at GCA Advisors (formerly GCA Savvian). His experience at GCA included M&A and Private Capital advisory across a variety of sectors including software, digital media, and tech-enabled services.
Noah earned his B.S. in Economics from the Wharton School at the University of Pennsylvania.
Todd joined PeakEquity in 2019 and brings experience in investment banking. Todd provides assistance to the senior team of PeakEquity across all aspects of the firm’s business.
Todd was previously an analyst at BB&T Capital Markets where he worked on M&A, strategic advisory, and capital markets transactions.
Todd graduated Summa Cum Laude with a BBA in Finance from the University of Richmond.