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Experienced, Disciplined and Committed

Our Team

Our Team

McCarthy Capital is a partnership of experienced investment professionals. Patrick Duffy and Bob Emmert lead the strategic direction and management of the firm and both are members of the firm’s Investment Committee. The firm’s founder, Mike McCarthy, is also as a member of the Investment Committee.

McCarthy Capital’s investment team is comprised of investment professionals serving in various capacities, each bringing a wide variety of skills and experiences in areas including finance, legal, accounting, tax, financial planning and research; and has substantial experience in business operations, public and private company finance transactions, portfolio management and financial services operations. The investment team has significant capital at risk in the firm’s funds and maintains a disciplined adherence to the firm’s investment criteria. The investment team brings an active commitment to the partnerships forged with the firm’s portfolio companies and their management teams.

Investment Professionals

Patrick Duffy - President and Managing Partner
Bob Emmert - Managing Partner
Mike McCarthy - Partner
Mike Meyer - Operating Partner
Phil Dudley - Principal
Chase Meyer - Principal
Matt Breunsbach - Vice President
BJ Hansen - Vice President
Brian Zaversnik - Vice President
Kara Davey - Associate
Justin Disch - Associate

Investor Relations & Administration

Teri Mercer - Chief Financial Officer

Analysts

Tom Belatti
Breanne Falley
Robert Fortier
Stephen Palmtag


Email: mbreunsbach@mccarthycapital.com

Matthew Breunsbach, Vice President, joined McCarthy Capital in 2014 and is based at the firm’s headquarters in Omaha, Nebraska. His responsibilities include originating and evaluating new investment opportunities, structuring and executing private investments and management oversight of portfolio investments.

Prior to joining McCarthy Capital, Mr. Breunsbach worked as an investment banker covering business services and industrial clients in Credit Suisse’s Chicago office. Before graduate school, he worked in management and financial roles in the business services, real estate and banking industries.

Mr. Breunsbach earned an MBA from the University of Chicago Booth School of Business and a Bachelor of Science in Finance and Accounting from the University of Nebraska-Lincoln.

Portfolio Companies

Seven10 Storage Software
SKC Communications
United Real Estate Group

Community Boards

DIBS for Kids - Advisory Board
Omaha Children's Museum - Board Member

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Email: kdavey@mccarthycapital.com

Kara Davey, Associate, joined McCarthy Capital in 2016 and is based at the firm’s headquarters in Omaha, Nebraska. Her responsibilities include originating and evaluating new investment opportunities, structuring and executing private investments and management oversight of portfolio investments.

Prior to joining McCarthy Capital, Ms. Davey worked in corporate development at Cision with a focus on sourcing, planning and executing mergers and acquisitions. During business school, she gained other relevant experience working in venture capital, investment banking and technology.

Ms. Davey earned an MBA from the University of Chicago Booth School of Business and a Bachelor of Arts & Letters from the University of Notre Dame.

Portfolio Companies

Altair Global
Bamboo Rose

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Email: jdisch@mccarthycapital.com

Justin Disch, Associate, joined McCarthy Capital in 2014 and is based at the firm’s headquarters in Omaha, Nebraska. His responsibilities include originating and evaluating new investment opportunities, structuring and executing private investments and management oversight of portfolio investments.

Mr. Disch began his career at McCarthy Capital as an analyst and previously held a variety of finance roles at First National Bank of Omaha, most recently as director of treasury.

Mr. Disch earned an MBA from Creighton University and holds a Bachelor of Science in Business Administration from the University of Nebraska-Omaha.

Portfolio Companies

Guild Mortgage Company
SAFE Boats International
Signal 88 Security

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Email: pdudley@mccarthycapital.com

Phil Dudley, Principal, joined McCarthy Capital in 2009 and is based in Boston at the firm’s Wellesley office. His responsibilities include originating new investment opportunities, structuring and executing private equity investments and management oversight of portfolio investments.

Prior to joining McCarthy Capital, Mr. Dudley worked in private equity and investment banking at Alta Communications and Bear, Stearns & Co. Inc., respectively.

Mr. Dudley earned a Bachelor of Arts in Economics and Business from Lafayette College.

Portfolio Companies

Advantor Systems
Bamboo Rose
HHA eXchange
Seven10 Storage Software
The Remi Group
TriMech

Community Boards

Friends of Peters Park - Board Member
ACG Boston - Board Member

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Email: pduffy@mccarthycapital.com

Patrick Duffy, President and Managing Partner, joined McCarthy Capital in 2007 and is based at the firm’s headquarters in Omaha, Nebraska. Mr. Duffy has more than 20 years of investment, corporate finance and transaction experience. His responsibilities include managing operations, raising investment capital, evaluating and making private investments and management oversight of portfolio investments. He serves as chairman of the firm’s Investment Committee.

Mr. Duffy earned a Juris Doctor from Creighton University School of Law and a Bachelor of Science from Marshall School of Business, University of Southern California.

Portfolio Companies

Altair Global 
HHA eXchange
Life Care Services
United Real Estate Group
365 Retail Markets

Community Boards

Creighton Preparatory School - Board of Trustees Chairman

Corporate Boards

First National of Nebraska, Inc. - Director

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Email: bemmert@mccarthycapital.com

Bob Emmert, Managing Partner, joined McCarthy Capital in 2008 and is based in Boston at the firm’s Wellesley office. His responsibilities include managing operations of McCarthy Capital’s Wellesley office, raising investment capital, evaluating and making private investments and management oversight of portfolio investments. He is a member of the firm’s Investment Committee.

Prior to joining McCarthy Capital, Mr. Emmert was a General Partner with Alta Communications, a media and telecommunications focused private equity firm based in Boston. He also worked in the Investment Banking division of DB Alex Brown and the Corporate Finance division of Brown Brothers Harriman & Co., where he evaluated investment opportunities for the 1818 Fund, a private equity partnership.

Mr. Emmert earned a Bachelor of Science in Finance from Georgetown University.

Portfolio Companies

Advantor Systems
Bamboo Rose
Seven10 Storage Software
The Remi Group
TriMech

Community Boards

Year-Up - Mentor
Big Brothers Big Sisters of Massachusetts Bay - Board of Overseers

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Email: bhansen@mccarthycapital.com

BJ Hansen, Vice President, joined McCarthy Capital as an analyst in 2008 and is based at the firm’s headquarters in Omaha, Nebraska. His responsibilities include originating and evaluating new investment opportunities, structuring and executing private investments and management oversight of portfolio investments.

Prior to joining McCarthy Capital, he worked as an investment banker at George K. Baum Advisors.

Mr. Hansen earned an MBA from the University of Chicago Booth School of Business and a Bachelor of Science in Finance and Mathematics from the University of Nebraska-Lincoln.

Portfolio Companies

365 Retail Markets
MarketSphere Consulting
TriMech

Community Boards

University of Nebraska – Alumni Advisory Council

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Email: mmccarthy@mccarthycapital.com

Mike McCarthy founded the McCarthy organization in 1986 and serves as Partner at McCarthy Capital. Mr. McCarthy is based at the firm’s headquarters in Omaha, Nebraska. He is a member of the firm’s Investment Committee.

Prior to founding the McCarthy organization, Mr. McCarthy was involved in a variety of entrepreneurial activities.

Mr. McCarthy earned a Bachelor of Arts in English from St. John’s University in Minnesota.

Portfolio Companies

SAFE Boats International, LLC

Community Boards

Creighton University - Board of Trustees Chairman
Heritage Services, Inc. - Director
Lasting Hope Recovery Center - Director

Corporate Boards

Cabela’s Incorporated (NYSE: CAB)
Election Systems and Software, Inc.
McCarthy Group, LLC
Peter Kiewit Sons’, Inc.
Union Pacific Corporation (NYSE: UNP)

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Email: tmercer@mccarthycapital.com

Ms. Teri Mercer, Chief Financial Officer, joined McCarthy Capital in 2005 and is based at the firm’s headquarters in Omaha, Nebraska. She has 15 years of corporate finance, tax restructuring and transaction experience. Her responsibilities include compliance, investor communications, underwriting assistance and structuring of investments. She also oversees the finance and administrative professionals.

Prior to joining McCarthy Capital, Ms. Mercer worked at Deloitte’s Omaha tax practice focusing on compliance and business transactions.

Ms. Mercer earned a Master of Professional Accountancy and a Bachelor of Science in Business Administration from the University of Nebraska-Lincoln.

Portfolio Companies

Southwest Value Partners

Community Boards

Kicks for a Cure - Board Member
University of Nebraska-Lincoln, College of Business Administration - Finance Advisory Board Member

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Email: cmeyer@mccarthycapital.com

Chase Meyer, Principal, joined McCarthy Capital in 2008 and is based at the firm’s headquarters in Omaha, Nebraska. His responsibilities include originating and evaluating new investment opportunities, structuring and executing private investments and management oversight of portfolio investments.

Prior to joining McCarthy Capital, Mr. Meyer worked in corporate audit at Union Pacific and pension consulting at Towers Perrin, which is now Towers Watson.

Mr. Meyer earned an MBA from Harvard Business School and a Bachelor of Science in Actuarial Science from the University of Nebraska-Lincoln.

Portfolio Companies

365 Retail Markets
Altair Global 
Environmental Planning Group

Community Boards

ACG Nebraska - Board Member
Completely Kids - Board Member
University of Nebraska College of Business - Young Alumni Advisory Board

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Email: mmeyer@mccarthycapital.com

Mike Meyer, Operating Partner, joined McCarthy Capital in 2013 and is based at the firm’s headquarters in Omaha, Nebraska. Mr. Meyer provides management oversight of portfolio investments.

Prior to joining McCarthy Capital, Mr. Meyer spent nearly twenty years at Tenaska, Inc. most recently as Vice President of Asset Management for the Operations Group. His prior experience includes many years of financial and operations management in the banking and energy industries.

Mr. Meyer earned an MBA and a Bachelor of Science in Business Administration from Creighton University.

Portfolio Companies

Environmental Planning Group
Guild Mortgage Company
MarketSphere Consulting

Community Boards

Jesuit Academy of Omaha - Director
Creighton University, Athletic Department - Jaybacker Executive Board, President
Creighton University, Heider College of Business - Advisory Board
Urban Libraries Council Executive Board – Director

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Email: bzaversnik@mccarthycapital.com

Brian Zaversnik, Vice President, joined McCarthy Capital in 2013 and is based at the firm’s headquarters in Omaha, Nebraska. His responsibilities include originating and evaluating new investment opportunities, structuring and executing private investments and management oversight of portfolio investments.

Prior to joining McCarthy Capital, Mr. Zaversnik was an investment banker in Credit Suisse’s Chicago office with a focus on business services and industrial clients and was a CPA in Deloitte’s Omaha office with a focus on corporate financial audits.

Mr. Zaversnik earned an MBA from Northwestern University’s Kellogg School of Management, a Master of Professional Accountancy from the University of Nebraska-Lincoln and a Bachelor of Business Administration from the University of Iowa.

Portfolio Companies

Life Care Services
Signal 88 Security
SKC Communications
United Real Estate Group

Community Boards

Big Brothers Big Sisters of the Midlands - Board Member

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