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.
John H. Bisack III
As Managing Director of Erie Street, John is a key member of the Erie Street executive team, leading the growth of the advisory business as well as supporting the expansion of the firm’s capital investments.
In his role as President of Performance Partners, an Erie Street Company, John sets the company's strategic direction, leading day to day operations as well as establishing and maintaining relationships with our private equity partners and portfolio company clients.
John is a frequent speaker at industry events and is an advisor to private equity and portfolio company management teams.
John has B.S. degrees in Finance, Economics and Computer Science, and an M.B.A. in Finance and Economics, from Hofstra University.
Chief of Staff
As Chief of Staff, Julie acts as a liaison across the business, ensuring the company operates efficiently and effectively as Erie Street continues to scale and grow.
Prior to joining Erie Street in 2020, Julie served as Vice President, Marketing and Administration, at Port Capital LLC, an investment management firm based in Chicago. Additionally, Julie brings more than 10 years of operational leadership experience from McKinsey & Company, most recently as the Manager of Administration of the Midwest Region, where she oversaw administrative departments and functions across six Midwest cities. Before McKinsey, Julie worked in various administrative and leadership roles at TA Associates and Bain & Company.
Julie received a Bachelor of Music from DePaul University, and holds Masters and Doctoral degrees from Boston University.
Kyle brings over six years of principal investing, operating, 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 on evaluating and executing new investments as well as leading various operational initiatives for Glencoe Capital's portfolio companies. 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. Currently, he is a member of the Evans Scholars Foundation Leadership Council.
Executive Vice President, Growth and Client Services
As Executive Vice President of Growth & Client Services at Performance Improvement Partners, an Erie Street Company, Pat is responsible for developing and delivering the firm’s growth strategy while leading the client services and sales teams to achieve next-level growth.
With over twenty years of experience, Pat joins from Gerson Lehrman Group (GLG) where he spent nearly ten years as Managing Director, with multiple roles of increased responsibilities. As Head of the Private Equity / Venture Capital (PE/VC) practice, he led the business to achieve unprecedented growth, and as a result, it became the fastest growing segment at the firm. He was promoted to Head of Business Development, and ultimately, General Manager for Americas Financial Services.
Pat has a Bachelor of Science in mechanical engineering from Northeastern University and an MBA from The University of Connecticut School of Business.
Linda joined Erie Street in 2018 as the Accountant for the firm. She has spent more than 20 years in the accounting and finance industry. She began her career in public accounting at Arthur Anderson and as a manager was responsible for clients in real estate, hospitality and healthcare. After leaving Anderson she worked with a hedge fund, a private equity group and American Express as a senior operations manager in their CDO business.
Linda has a BS/BA in Accounting from West Virginia University and is a Certified Public Accountant.
Jerry supports and leads in the identification, development and growth of Erie Street partnerships. Through his experience in strategic consulting (McKinsey & Company, Bain & Company), executive leadership (Hyper Marketing, Epsilon), and high-growth company ownership (Vokal), Jerry brings industry expertise, day-to-day leadership, and M&A identification and prioritization.
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.
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.
In 2017, Terry founded Erie Street to focus on partnering with high-growth companies in the business services sector. He 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.
Matthew W. Hallgren
Chief Financial Officer
As 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.
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.
Senior Vice President, Strategic Delivery
Tom oversees the Strategic Delivery practice at Performance Improvement Partners, an Erie Street Company. In this role, he is responsible for strategic services provided to our Private Equity clients and their Portfolio Companies to include complex carveouts, add on integrations, IT Roadmaps, and complex Package Implementations.
Tom brings 31+ years’ experience leveraging technology and operational efficiencies in the financial services, business services, energy, healthcare, and consumer products industries.
Tom has a BS in Finance from Central Connecticut State University and an MBA in Operations Management from DePaul University.
As an entrepreneur, operator, investor, and former-CMO, Todd brings to Erie Street the capabilities and experience to help identify, grow, and lead investments in the business services, and particularly marketing services space.
Todd is the Founder and Managing Partner of Spirits Capital Partners, the first private equity firm focused on distilled spirits, where he is a board member and the former Chairman of Lost Spirits Distillery and Lost Spirits Technology as well as a former Board Director of The Real McCoy Spirits Company. Prior to Spirits Capital, Todd founded and exited Daucourt Martin Imports to Gruppo Campari. Todd has also served as the President of North America and Global CMO for Allied Domecq, formerly the 2nd largest spirits and wine company in the world. Todd’s past consumer products experience includes executive roles at PepsiCo and Kraft in the marketing suite.
Todd is a High Honors & Phi Beta Kappa graduate of Swarthmore College and MBA from Harvard Business School.
Senior Marketing Manager
Kristen leads the growth marketing activities at Erie Street, bringing her experience in ABM strategy, digital marketing, content, SEO, and analytics.
Prior to Erie Street, Kristen led the conversion and revenue strategy for the content marketing team while driving full-funnel marketing activities at G2 (formerly G2 Crowd). Before working in technology, Kristen’s marketing experience spanned a variety of industries, including film, publishing, and the Australian Association of National Advertisers (AANA), the self-regulatory body for advertising in Australia. At the AANA, she managed events and digital marketing for the country’s leading marketers.
Kristen holds a BA in Communication Studies and Performing Arts from Marquette University, and a Master of Commerce in Marketing from Macquarie University in Sydney, Australia.
Maggie joins Erie Street as Vice President of Communications, bringing over six years of experience in media, investor, crisis, and employee communications to the firm and its portfolio companies.
Prior to joining the firm, Maggie was a Senior Account Supervisor with Edelman Public Relations’ Financial Communications practice, where she developed and drove client programs in the B2B and finance space, with a specific focus on venture capital, private equity and financial technology. While in this role, Maggie also advised multiple companies through transformative events or crises, including C-Suite transitions, M&A, IPO, and litigation. She began her career as a media relations strategist at SSPR.
Maggie received a Bachelor of Science in Communications with a specialization in Public Relations from Southern Illinois University-Carbondale.
Senior Vice President of Service Delivery
Lee oversees Service Delivery at Performance Improvement Partners, an Erie Street Company. In this role, he is responsible for all active projects and delivery resources/project teams to ensure the quality and timeliness of services.
Lee has over 25 years’ experience in technology across several industries, as a hands-on practitioner, consultant and managing delivery teams. He holds a BSBA degree from the Ancell School of Business at Western Connecticut State University
Zach is active in sourcing and executing new transactions, as well as working with current Erie Street portfolio companies. He joined in 2019 from the leveraged finance group of Madison Capital Funding where he structured, underwrote, and executed leveraged buyouts for middle market sponsors. He started his career in the management consulting practice at PricewaterhouseCoopers, where he focused on large scale transformations for business services companies. Through his experience advising firms on both transactions and internal strategy, he brings a unique perspective to Erie Street’s partnerships.
Zach holds a B.S. in Commerce and Business Administration from the University of Alabama where he graduated summa cum laude in 2016.
Senior Vice President
In her role as Senior Vice President of Performance Improvement Partners, an Erie Street Company, Jen manages and leads the company's marketing and inside sales functions.
Prior to joining Performance Improvement Partners in 2010, her experience included building a management services organization, strategic planning and marketing for a large healthcare system.
Jen has a BS in Business Management from Widener University and an MPH from Yale University.
Walter White IV
Executive Assistant & Office Manager
Walter manages the daily operational and administrative needs of the firm. Prior to joining Erie Street in 2018, Walter had a long relationship with Baird Capital/Robert W. Baird & Co. as the Senior Executive Assistant to both the President and Chief Operating Officer after working in Baird’s Global Investment Banking group. He also worked as an Executive Assistant at Edelman PR, LaSalle Bank/ABN AMRO and Skidmore, Owings & Merrill and has over 18 years of executive support experience.
Walter received his BBA from Johns Hopkins University.