Chairman and CEO
Over nearly 30 years, Terry has proven himself to be a multi-faceted executive with a unique ability to create value by spotting market disruptions and outstanding talent and leveraging them to create thriving businesses. From Entrepreneur (Omni Graphics) to public company CEO (Eagle River Interactive) to Chairman of a private investment firm (Lake Capital), Terry has repeatedly demonstrated his facility as an industry-leading business builder, operator, and investor.
In 2017, Terry founded Erie Street, to focus on partnering with high-growth companies in the business services sector.
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.
Kyle supports the execution and integration of new platforms and add-on acquisitions into the Erie Street portfolio. Through his experience as both an operator and investor, Kyle brings financial and operational expertise to our partnerships as they scale for growth.
Kyle was formerly the CFO and head of business development at EVP Eyecare, an operator of eye care clinics and surgery centers across the Western U.S. Prior to EVP, Kyle was a private equity professional at Waud Capital Partners, a middle market investment fund in Chicago. Kyle started his career in investment banking at Robert W. Baird & Co.
Kyle received a Bachelors in Economics from Indiana University and MBA from the Kellogg School of Management.
Luke supports due diligence and growth activities of Erie Street partnerships. Luke joined Erie Street from A.T. Kearney in 2018. He brings extensive experience executing diligence projects for public and private acquisitions from his time with A.T. Kearney’s M&A Services practice. His background of developing and supporting the post-acquisition growth plans of these companies bolsters his impact on Erie Street partnerships.
Luke received a Bachelor of Business Administration from the University of Michigan where he played on the Varsity Ice Hockey team for four years.
Margaret supports due diligence and execution of new platform and add-on acquisitions at Erie Street. Through her experience performing financial due diligence and advising middle-market private equity firms, Margaret brings extensive financial expertise to Erie Street partnerships. Margaret started her career in public accounting and was formerly a Manager in the Transaction Advisory Services practice at RSM in Boston.
Margaret received a BS from Boston College and is currently an MBA Candidate at the University of Chicago Booth School of Business. She is also a Certified Public Accountant.
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.
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.
Linda joined Erie Street Capital 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.