How to Invest Post-Liquidity.

Partner at a multi-family office with $1.7 billion under management focused on investment strategy, client relationships and management of the firm. Leads a private capital program which invests in private equity, venture, real estate, and non-correlated assets and built a successful co-investment program across these asset classes. Prior to joining CM Wealth in 2015, Paul was an equity research analyst covering industrials.

Dan is a founding partner of Provariant Equity Partners, a Cleveland OH based equity investor focused on the lower middle market. Prior to Provariant, Dan was a partner with Linsalata Capital Partners, a private equity firm, for 18 years. Prior to that, Dan was with Ernst & Young where he was a Senior Manager providing M&A transaction support services to middle market clients. Dan received a B.S. in accountancy from Miami University, and he earned an M.B.A. with distinction, from Northwestern University. Dan’s responsibilities at Provariant include sourcing and transacting new investment opportunities as well as managing portfolio company oversight. Dan serves on the Board of MWE Holdings, Provariant’s initial stand alone investment.