We are a team of business-builders that are kind, curious, and courageous. Our backgrounds span executive leadership, finance, consulting and marketing as well as entrepreneurship.
Chairman and CEO
With more than thirty years as an operator and investor, Terry is a multi-faceted executive with a known ability to transform services businesses – and their categories – by spotting market disruptions and identifying outstanding talent. From entrepreneur (US Communications) to public company CEO (Eagle River Interactive) to Chairman of a private investment firm (Lake Capital), Terry has served as Chairman, CEO, or director of more than 36 private and public firms in the business services, strategic communications, and marketing services industries. Terry’s experience spans a wide range of companies and capabilities, from commercial and product offering development, leadership and management team growth, and strategic transformational M&A.
Terry has led investments totaling over $1.75 billion in the business services sector. In 2017, he founded Erie Street to focus on partnering with high-growth companies in disrupted and changing environments. Terry is currently an investor and board member of The Engine Group and Viamedia (Lake Capital portfolio companies) and serves as Lead Board Director for APCO Worldwide, as well as Executive Chair of the Board for Erie Street portfolio company 3Q Digital. Terry is also involved in a number of philanthropic endeavors that support children, education, and conservation.
As President, Jerry co-leads the company’s investment and growth strategy, as well as business transformation, operational efficiency, and M&A advisory for our portfolio partners. In addition, Jerry oversees operations for Erie Street.
Through his experience in strategic consulting (McKinsey & Company, Bain & Company), executive leadership (Epsilon), and high-growth company ownership, Jerry brings industry expertise, operational leadership, and strategic M&A experience to Erie Street and our portfolio partners. Jerry joined Erie Street in 2018 after serving as a Vice President within McKinsey & Company’s Recovery and Transformation Services practice.
Jerry holds a BS in International Political Economy from the Walsh School of Foreign Service at Georgetown University.
Matthew W. Hallgren
Managing Director, Chief Financial Officer
As Managing Director, Chief Financial Officer, Matt oversees all financial operations of the business, including financial reporting, risk assessment, and identifying opportunities for revenue growth, cost savings and operational efficiencies.
Prior to joining Erie Street in 2020, Matt served as CFO of Glencoe Capital, a private equity firm focused on lead-sponsor acquisitions and growth equity investments for middle market companies. Through his multiple C-suite roles, Matt brings expertise in taking a company public (Press Ganey Holdings, Inc.), SEC reporting and oversight of global financial operations (Heidrick & Struggles International, Inc.), and advising on M&A related technical accounting issues (Boeing). Matt began his career in public accounting at Arthur Andersen and Deloitte, where he provided audit and business advisory services.
Matt has a Bachelor of Arts degree in Accounting from Augustana College and is a Certified Public Accountant.
Managing Director, Chief Growth Officer
As Managing Director, Chief Growth Officer, Tari leads the design of Erie Street’s go-to-market strategy and overarching investment thesis, as well as the development of organic and inorganic growth strategies for the firm and its partner companies
As a former CMO and agency veteran, Tari is a growth-oriented brand and business builder. She brings over twenty years of marketing services experience – spanning agency executive leadership (Eagle River Interactive, Agency.com, iCrossing), client-side leadership (SIM Partners, Cars.com) and agency delivery leadership roles – to Erie Street and its portfolio companies. Tari joined Erie Street in 2019 after serving as Executive Vice President, Integrated Business Marketing, at Edelman, where she led the B2B Technology practice.
Tari received a Bachelor of Science in Journalism from the University of Nebraska-Lincoln.
Chief of Staff
As Chief of Staff, Gina is responsible for all administrative, financial, and operational activities for Erie Street’s Chairman and CEO. Previously, she served as Chief of Staff concurrently at BRJ Ventures, a Chicago-area single family office, and the OS Fund, the family office’s life sciences-focused VC arm. Within these organizations she served as a strategic partner to the CEO and oversaw both firms administrative, communications, project management, and human resources functions.
For more than 15 years Gina has worked closely with senior leadership in growth stage organizations, and she brings her passion for supporting developing companies and leaders to Erie Street. Gina started her career in digital, as a Producer at award-winning digital design agency Code & Theory. Following her entrepreneurial interests, she served as the inaugural Director of Member Services at FoundersCard, as well as an Engagement Manager and executive business partner in higher education (Kaplan).
Gina earned her undergraduate degrees from New York University and her MBA from Purdue University Global. She is a SHRM Senior Certified HR Professional (SHRM-SCP).
Senior Vice President, Investor Relations
As Senior Vice President of Investor Relations, Sathya is responsible for creating and executing Erie Street’s investor relations program, including existing and prospective investor communications and relationship management.
Prior to joining Erie Street in 2021, Sathya served as the Head of Investor Relations and Marketing at Pritzker Private Capital, a family-owned investment firm, where she led their fundraising and marketing efforts. Prior to that, Sathya spent four years as a Vice President of Investor Relations at Vista Equity Partners, a technology-focused investment firm with over $75 billion in cumulative capital commitments. While at Vista Equity Partners, Sathya was responsible for raising capital and managing relationships with investors across private equity and credit strategies. Sathya also spent over six years at Silver Lake, a private equity firm focused on technology investing with $83 billion in assets, where she assisted with fund marketing and investor relations for all the firm’s strategies.
Sathya received her MBA from San Jose State University and a B.A. in accounting from Central Michigan University.
Senior Vice President
As Senior Vice President, Kyle brings nearly a decade of experience in principal investments, operations, and investment banking experience to Erie Street and its portfolio companies.
Prior to joining Erie Street in 2019, Kyle worked as a Senior Associate at Glencoe Capital where his primary focus was to evaluate and execute new investments, in addition to leading various operational initiatives for Glencoe Capital's portfolio companies, including serving as Vice President of Operations for Glencoe Capital’s food and beverage investment platform. Kyle began his career as an Investment Banking Analyst at Deloitte Corporate Finance.
Kyle received a Bachelor of Business Administration, with High Distinction, from the University of Michigan and was a recipient of the Western Golf Association’s Chick Evans Caddie Scholarship. He also serves on the Evans Scholars Foundation Leadership Council.
Vice President of Growth
As Vice President of Growth, Kelly leads organic growth strategy and marketing transformation for Erie Street’s portfolio partners. Kelly designs and executes go-to-market strategies for our partners including operating model design, brand storytelling, content and digital marketing, and strategic communications.
With a decade of strategic consulting experience (PwC, Capgemini) and global functional leadership (McDonald's at Capgemini), Kelly brings industry expertise, operational leadership, and strategic marketing experience to Erie Street and our portfolio partners. Kelly joined Erie Street in 2021 after serving as the Global Lead of Strategy, Portfolio Governance, and Engagement for the McDonald's strategic account at Capgemini.
Kelly holds a MBA from the Quinlan School of Business at Loyola University Chicago and a BS in Psychology from Michigan State University. For six years, Kelly has served on the leadership board of Big Brothers Big Sisters of Metropolitan Chicago and held an officer position (VP of Fund Development) planning and executing the agency's largest fundraisers annually.
As a Senior Associate, Zach focuses on sourcing and executing new M&A transactions for Erie Street and its portfolio partners, in addition to supporting operational initiatives.
Zach joined Erie Street in 2019 from Madison Capital Funding’s Leveraged Finance Group, where he structured, underwrote, and executed leveraged buyouts for middle market sponsors. Prior to Madison Capital, Zach worked in management consulting at PricewaterhouseCoopers (PwC) in Chicago, where he focused on large-scale transformations for business services companies. Through his experience advising firms on both M&A and corporate strategy, Zach brings a unique, combined perspective to Erie Street and its partnerships.
Zach holds a Bachelor of Science in Commerce and Business Administration from the University of Alabama, where he graduated summa cum laude. He currently serves on the Board of Directors of the Private Equity Association of Chicago.
Through a passion for learning and development, Jordan brings an intellectual curiosity to his work. He has participated in several prestigious programs including Harvard Business School’s Peek program, PwC’s Start Internship, and Goldman Sachs’ Undergraduate Camp. Jordan has also received numerous academic honors and awards, including the Dr. Cornell A. Bell Award of Excellence, AICPA Legacy Award, and the Emanuel Thornton Weiler Outstanding Student Award.
Jordan is a CPA candidate and graduated from Purdue University’s Krannert School of Management with Distinction, earning a Bachelor of Science degree in Finance and Accounting.
As Controller, Katie oversees the day-to-day accounting operations at Erie Street, including the financial reporting, risk assessment and controls, financial planning and analysis, and optimization of business processes.
Prior to joining Erie Street in 2021, Katie was a Financial Control Manager at Citadel, where she spent two years focusing on the compensation accounting space. Prior to that, Katie spent eight years at KPMG in the Audit Practice. As a Senior Audit Manager, Katie managed audit teams across a variety of companies in the Financial Services industry, scaling from large, global financial institutions and SEC-registered public companies to mid-sized privately held companies.
Katie received her Master’s in Accounting from the University of Kansas and is a Certified Public Accountant.
Executive Assistant, Office Administrator
In her role as Office Administrator, Alyssa manages the day-to-day operations of Erie Street’s offices, including Accounting and Information Technology. Alyssa also serves as Executive Assistant to Jerry Graunke.
Prior to joining Erie Street, Alyssa’s experience spanned events, retail operations, and team leadership. Previous roles include serving as an Executive Assistant at BDT & Company and General Manager at Eataly.
Alyssa holds a Bachelor of Arts in international studies from the University of Illinois Urbana Champaign.
As a 30-year Accenture veteran with extensive global leadership experience, and as a former CTO and COO, Dan serves as a key member of Erie Street’s advisory board, partnering with the executive team on business strategy, operations, and leadership.
Dan designs and leads highly successful businesses, and currently serves as a board member and advisor to companies, private equity firms, and non profit groups. Recently, he was the Chief Operating Officer at GTY Technology, a cloud-based software company. During his 30-year tenure at Accenture, Dan led several global businesses in technology, mobile, health, media and communications, and public service, while also a member of Accenture’s Global Leadership Council, which is responsible for the strategic and operating direction of the company and its employees.
Dan earned his BS in Engineering at Michigan State University and his MS in Engineering at the University of California, Berkeley. He is currently the Chairman of the Art & Paper Conversation Company; serves as a Senior Consultant to Ares Global Management; is on the Board of Directors at
Openlands; and is the Executive Chairman of the Lauderback Family Foundation.
With over thirty years of experience, Valerie brings a proven track record of financial and operational turnaround leadership to Erie Street and its partner companies. Throughout her career, she has earned executive roles that span the C-suite, including her current position as CEO of RevTech360, and has led organizational transformations through strategic technology leadership, serving as COO (Lev), CIO (First Advantage) and CTO (Project Lead the Way). Her experience is deeply rooted in technology and professional services (Cognizant, Aon Consulting, Kronos).
Known for her strong balance of common sense and imaginative leadership, Valerie has a proven ability to connect an organization’s strategic vision with the tactical realities that drive business success through technology and service solutions. In 2017, she was honored by Salesforce for her innovative work at Project Lead The Way. Valerie holds a Bachelor of Science degree from The Ohio State University.
Timothy J. Romenesko
As a seasoned finance and operations executive, Timothy serves Erie Street as a member of its advisory board, providing guidance on investments, M&A, treasury, and financial operations for the firm.
Timothy served on the Board of Directors at AAR Corp., a publicly-traded provider of products and value-add services for the global aerospace and defense industry, where he held multiple leadership roles including President, Chief Operating Officer, Chief Financial Officer, Vice Chairman, before retiring in December 2017. During his tenure, he was responsible for the firm’s growth strategies, financial and accounting operations, capital markets activities, and investments in the manufacturing and information technology sectors. Since retiring from AAR in 2017 after a 37-year career, Timothy has provided advisory services to various companies including a global Fortune 100 business as well as private equity investors and family offices.
Timothy earned his BA from St. Norbert College and his MBA from DePaul University. He holds a CPA designation in Illinois and is a member of the Financial Executives Institute and the Illinois CPA Society. He previously served as a trustee on the Board of Directors at St. Norbert College and is involved in several community and charitable organizations.
Former CMO of Dunkin’ and CEO of Digitas, Tony is an award-winning marketing executive, bringing over 30 years of experience in digital marketing transformation and brand differentiation to Erie Street’s advisory board. He will partner with the firm and its executive team on go-to-market strategy, branding, corporate reputation, and company culture.
During his time as CMO of Dunkin’, Tony was responsible for driving the company’s brand strategy, where he transformed the brand’s digital marketing and famously rebranded the company as Dunkin’ after 68 years as Dunkin Donuts. Before Dunkin, Tony served as CEO of Digitas, the world’s largest digital marketing agency, where he built the largest data science team in the industry and created the first digitally-centric acquisition platform in the telecommunications industry, and the first media platform to identify individuals across devices. He also founded the Digital Content Newsfronts in partnership with Google, AOL, Microsoft, and Yahoo to create a marketplace for online video content. Prior to Digitas, Tony served as CMO of Draft Worldwide, where he spearheaded one of the most dramatic growth trajectories in the business's history. Prior, he held various management positions at Leo Burnett. Tony currently serves as a marketing consultant and founder of SnapPoint LLC.
Tony received his BA in political science from Brown University and currently serves as on the board of 3Q Digital, the Ad Council, Boston Ad Club, Cardlytics, Mobile Marketing Association, and the American Association of Advertising Agencies.