Deerpath Capital Management, LP

Deerpath Capital Management, LP is a leading provider of customized, cash flow-based senior debt financing to lower-middle market companies across diverse industries.

Deerpath approaches each investment as an opportunity to establish long term relationships with private equity sponsors, management teams and entrepreneurs. We leverage our extensive investment experience to offer flexible financing solutions to fit the needs of each company with competitive terms and structures.

ABOUT THE COMPANY

Deerpath was founded in 2007 by a team of experienced principals to pursue senior debt investments in lower-middle market companies. Since inception, Deerpath has completed over 170+ investments, deploying over $1.2 billion of invested capital cross a broad range of industries, investment products and transaction types.

With offices in New York, Fort Lauderdale, Houston, Los Angeles, and Chicago, Deerpath has direct origination and execution capabilities throughout the United States and Canada.

Deerpath's competitive advantages as a financing partner include the following:

	Disciplined Investment Approach

	Vast origination network sourcing 1000+ deals per year
	Initial due diligence and deal screening involves the investment committee, creating greater certainty of completion

	Competitive Edge

	Experience and skill structuring and executing complex transactions
	Competitive pricing and ability to create flexible structures
	Nimble organizational structure allowing for speed of execution

	Strong and Consistent Track Record

	Strong risk-adjusted returns since inception with consistent cash yield, low volatility and emphasis on capital preservation

	Deal Partnership

	Collaborative approach to deal structuring with importance placed on experience of equity sponsor and operating needs of underlying companies

	Highly Experienced Team

	Strong origination, credit, execution and portfolio management skills
	Experience investing through various market conditions and credit cycles

INVESTMENT CRITERIA

Deerpath typically seeks to invest between $5 million to $40 million in companies with the following characteristics:

	Revenue of $10 million to $200 million
	EBITDA of $2 million to $20 million
	Established operating history
	Financial sponsor-backed and/or owner-operated
	Strong recurring revenue and/or high visibility into future cash flow generation

Deerpath's investment professionals bring significant expertise investing across a broad range of industries, investment products and transaction types.

	INVESTMENT PRODUCTS

	First Lien Senior Secured Loans
	Senior Stretch Loans
	Unitranche Loans
	Minority Equity
	Revolvers

	TRANSACTION TYPES

	Change of Control
	Growth Capital
	Debt Refinancing
	Acquisition Financing
	Recapitalizations

	INDUSTRY TYPES

	Technology
	Healthcare
	Business Services
	Consumer / Retail
	Distribution
	Niche Manufacturing
	Energy Services
	Financial Services
	Telecommunication / Media

SELECT TRANSACTIONS

TEAM

PARTNERS

GARY C. WENDT
Chairman of Management Committee

JAMES H. KIRBY
President & Management Committee Member

JOHN B. FITZGIBBONS
Management Committee Member

TAS HASAN
Partner

INVESTMENT PROFESSIONALS

IKE EPLEY
Managing Director

ORIN PORT
Director, Originations

ANTONELLA NAPOLITANO
Investor Relations Director

MARCUS BADGER
Director

NATALIE GARCIA
Director

MAURICIO REYES
Director

REED VAN GORDEN
Director

BRIAN YOON
Director

TOM MCGUINNESS
Senior Associate

VIREN DESAI
Associate

KONSTANTIN KATSMAN
Associate

PATRICK KANE
Senior Analyst

ANDRYK GUERRERO
Analyst

ABISHAI PINTO
Analyst

FINANCE AND OPERATIONS

ANISH BAHL
Chief Financial Officer

DEREK DUBOIS
Director, Treasury

MICHAEL DAVIS
Controller

WEN YANG
Controller & Asset Manager

ROBERT WINER
Valuation Manager

MARK LYON
Marketing Manager

JOSH WYDRA
Valuation Analyst

MAYRA ANGARITA
Assistant Controller

STEPHEN JOHNS
Assistant Controller

CARLOS FIGUEROA
Fund Accountant

JOSEPH DIGREGORIO
Fund Accountant

HARRY FOARD
Analyst

ADMINISTRATION

CLAUDETTE COUVERTIER
Administrative Assistant

GENA ESKOW
Administrative Assistant

KELLIE MCCUBBIN
Administrative Assistant

CONTACT

FOR BUSINESS DEVELOPMENT INQUIRIES

ORIN PORT
Director
(954) 703-6041
OPort@deerpathcapital.com

FOR INVESTOR AND CORPORATE RELATIONS INQUIRIES

IRDeerpath@deerpathcapital.com

OFFICE LOCATIONS

	New York
	405 Lexington Avenue 53rd Floor New York, NY 10174
	Fort Lauderdale
	1800 S.E. 10th Avenue Suite 200 Fort Lauderdale, FL 33316
	Houston
	4550 Post Oak Place Suite 139 Houston, TX 77027

	Los Angeles
	2500 Broadway Suite F-125 Santa Monica, CA 90404
	Chicago
	200 S. Wacker Drive Suite 3100 Chicago, IL 60606

Deerpath Capital Management, LP is a leading provider of customized, cash flow-based senior debt financing to lower-middle market companies across diverse industries.

PARTNERS


GARY C. WENDT Chairman of Management Committee

Mr. Wendt was a senior executive of GE Capital from 1975 to 1998, including serving as Chairman and Chief Executive Officer of GE Capital from 1986 to 1998 and as President and Chief Executive Officer of GE Credit Corporation from 1984 to 1986. He subsequently led the restructuring of Conseco, Inc. as Chairman and Chief Executive Officer from 2000 to 2002. Mr. Wendt is a graduate of Harvard Business School and the University of Wisconsin.

Ft. Lauderdale, FL	Back to Top


JAMES H. KIRBY President & Management Committee Member

Mr. Kirby was previously a Managing Director and Portfolio Manager in credit investing at Dune Capital Management, LP and its predecessor fund at Soros Fund Management LLC from 2004-2006. He was a Managing Director in private equity investing at Madison Dearborn Partners where he was part of the communications industry investment team from 1996 to 2003. Mr. Kirby is a graduate of Harvard Business School and Princeton University.

New York, NY (646) 786-1022 JKirby@deerpathcapital.com	Back to Top


JOHN B. FITZGIBBONS Management Committee Member

Mr. Fitzgibbons is the Founder and Managing Member of J Fitzgibbons LLC and the Founder of Basin Holdings. He is the Founder of Integra Group, an oilfield services company that is listed on the London Stock Exchange. He previously was the Founder and Chief Executive Officer of Khanty Mansiysk Oil Corporation from 1993 to 2003. Mr. Fitzgibbons is a graduate of Harvard University.

New York, NY	Back to Top


TAS HASAN Partner

Mr. Hasan is a Partner at Deerpath and leads the Investment Team. He joined Deerpath in 2007 and has 14 years of industry experience. He previously was an investment professional on credit investment teams at Dune Capital and GSC Group. He began his career in investment banking at RBC Capital Markets. Mr. Hasan is a graduate of Ithaca College (B.S.).

New York, NY (646) 786-1018 THasan@deerpathcapital.com	Back to Top

INVESTMENT PROFESSIONALS


IKE EPLEY Managing Director

Mr. Epley is a Managing Director at Deerpath. He focuses on the firm's business development and investor relations activities. He joined Deerpath in 2012 and has 14 years of industry experience. He previously worked in private equity and investment banking and as an entrepreneur at Basin Supply Corporation, Wellogix and One Offshore. Mr. Epley attended the University of Texas at Austin.

Houston, TX (713) 568-4555 IEpley@deerpathcapital.com	Back to Top


ORIN PORT Director, Originations

Mr. Port is a Director of Originations at Deerpath and leads the firm's business development activities. He joined Deerpath in 2012 and has 28 years of industry experience. He previously worked in wealth management, investment banking and leveraged finance at Comerica, Wells Fargo, Morgan Stanley-Smith Barney, Prudential Securities and JP Morgan. Mr. Port is a graduate of PACE University (M.B.A.) and the Binghamton University School of Management (B.S.).

Ft. Lauderdale, FL (954) 703-6041 OPort@deerpathcapital.com	Back to Top


ANTONELLA NAPOLITANO Investor Relations Director

Ms. Napolitano is a Director in the Investor Relations Team and her primary responsibilities include investor relations activity, fundraising efforts and ongoing business development projects. She joined Deerpath in 2016 and has 13 years of industry experience. She previously worked as a Director and Private Equity and Hedge Fund Product Specialist for Credit Suisse's Private Banking Division, and prior was Vice President with the firm's Asset Management Division. She began her career at Credit Suisse as an Analyst in the Investment Banking Division. Antonella is a graduate of Georgetown University (Finance and International Business).

New York, NY (646) 786-1019 ANapolitano@deerpathcapital.com	Back to Top


MARCUS BADGER Director

Mr. Badger is a Director in the Investment Team and his primary responsibilities include structuring, underwriting and executing new investments. He joined Deerpath in 2015 and has 13 years of industry experience. He previously spent the majority of his career originating, executing, and managing direct private equity investments at Raymond James Capital, Frontenac Company, and H.I.G. Capital. Mr. Badger is a graduate of the Kellogg School of Management at Northwestern University (M.B.A.) and the University of Michigan (B.B.A.).

Ft. Lauderdale, FL (954) 703-6724 MBadger@deerpathcapital.com	Back to Top


NATALIE GARCIA Director

Ms. Garcia is a Director in the Investment Team and her primary responsibilities include structuring, underwriting and executing new investments. She joined Deerpath in 2015 and has eight years of industry experience. She previously worked in private equity, investment banking and credit risk management at Palladium Equity Partners, Macquarie Capital Partners and JP Morgan. Ms. Garcia is a graduate of the Wharton School of the University of Pennsylvania (M.B.A.) and Georgetown University (B.A.).

Ft. Lauderdale, FL (954) 703-6505 NGarcia@deerpathcapital.com	Back to Top


MAURICIO REYES Director

Mr. Reyes is a Director in the Investment Team and his primary responsibilities include structuring, underwriting and executing new investments. He joined Deerpath in 2014 and has 13 years of industry experience. He previously worked in credit investing and leverage finance at Normandy Hill Capital, Dresdner Kleinwort and JP Morgan. Mr. Reyes is a graduate of the Kellogg School of Management at Northwestern University (M.B.A.) and the University of Miami (B.B.A).

Houston, TX (713) 936-5622 MReyes@deerpathcapital.com	Back to Top


REED VAN GORDEN Director

Mr. Van Gorden is a Director in the Investment Team and his primary responsibilities include structuring, underwriting and executing new investments. He joined Deerpath in 2015 and has eight years of industry experience. He previously worked in leveraged finance and private equity at Golub Capital, Abingworth Management and JP Morgan. Mr. Van Gorden is a graduate of the Wharton School of the University of Pennsylvania (M.B.A.) and Northwestern University (B.A.). He is a Chartered Financial Analyst (CFA).

Chicago, IL (312) 257-3180 RVanGorden@deerpathcapital.com	Back to Top


BRIAN YOON Director

Mr. Yoon is a Director in the Investment Team and his primary responsibilities include structuring, underwriting and executing new investments. He joined Deerpath in 2014 and has 11 years of industry experience. He previously worked in investment banking and leveraged finance at Imperial Capital, Goldman Sachs, UBS Investment Bank and Banc of America Securities. Mr. Yoon is a graduate of the UCLA Anderson School of Management (M.B.A.) and the University of Virginia (B.S.).

Los Angeles, CA (310) 752-4954 BYoon@deerpathcapital.com	Back to Top


TOM MCGUINNESS Senior Associate

Mr. McGuinness is a Senior Associate at Deerpath and a member of the Investment Team. He joined Deerpath in 2015 and has six years of industry experience. He previously worked in private equity and leveraged finance at OFS Capital, Caltius Equity Partners, and JP Morgan. Mr. McGuinness is a graduate of the University of Chicago Booth School of Business (M.B.A.) and the University of California, Berkeley (B.A.).

Los Angeles, CA (310) 752-4953 TMcGuinness@deerpathcapital.com	Back to Top


VIREN DESAI Associate

Mr. Desai is an Associate at Deerpath and a member of the Investment Team. He joined Deerpath in 2015 and has six years of industry experience. He previously worked in investment banking at Morgan Stanley and Jefferies. Mr. Desai is a graduate of Rice University (B.A.).

Houston, TX (713) 936-5625 VDesai@deerpathcapital.com	Back to Top


KONSTANTIN KATSMAN Associate

Mr. Katsman is an Associate at Deerpath and a member of the Investment Team. He joined Deerpath in 2014 and has six years of industry experience. He previously worked in investment banking and public accounting at KeyBanc Capital Markets and PricewaterhouseCoopers (PwC). Mr. Katsman is a graduate of the Fisher College of Business at The Ohio State University (B.S.B.A).

Los Angeles, CA (310) 752-4945 KKatsman@deerpathcapital.com	Back to Top


PATRICK KANE Senior Analyst

Mr. Kane is a Senior Analyst at Deerpath and a member of the Investment Team. He joined Deerpath in 2015 and has six years of industry experience. He previously worked in investment banking at Verit Advisors LLC. Mr. Kane is a graduate of the University of Chicago (B.A.).

Chicago, IL (312) 257-3181 PKane@deerpathcapital.com	Back to Top


ANDRYK GUERRERO Analyst

Mr. Guerrero is an Analyst at Deerpath and a member of the Investment Team. He joined Deerpath in 2015 and has three years of industry experience. He previously worked in investment banking at Bank of America Merrill Lynch. Mr. Guerrero is a graduate of the University of Miami (B.B.A.).

Ft. Lauderdale, FL (954) 703-6032 AGuerrero@deerpathcapital.com	Back to Top


ABISHAI PINTO Analyst

Mr. Pinto is an Analyst at Deerpath and a member of the Investment Team. He joined Deerpath in 2016 and has two years of industry experience. He previously worked in investment banking at Jefferies LLC. Mr. Pinto is a graduate of the University of Texas at Austin (B.B.A. / B.A).

Ft. Lauderdale, FL (954) 376-6939 APinto@deerpathcapital.com	Back to Top

FINANCE AND OPERATIONS


ANISH BAHL Chief Financial Officer

Mr. Bahl is the Chief Financial Officer and the Chief Compliance Officer of Deerpath, which he joined in 2007. He oversees internal finance, operations activities and the compliance program. Mr. Bahl previously was a Controller and Operations Manager of Digital Century, an investment management firm. He was a Senior Associate with PricewaterhouseCoopers, LLP responsible for planning and executing audit engagements for investment management clients, and was with the investment management client practice of audit firm McGladrey and Pullen LLP. Mr. Bahl is a graduate of Queens College of the City University of New York (B.A. in Accounting & Information Systems).

New York, NY (646) 786-1016 ABahl@deerpathcapital.com	Back to Top


DEREK DUBOIS Director, Treasury

Mr. Dubois is a Director of Treasury at Deerpath, and manages the external debt financings for the Deerpath Capital funds. He joined Deerpath in 2015 and has 14 years of industry experience. He previously worked in the asset management and treasury and loan operations areas of Newstar Financial and Bank of America/Fleet Bank. Mr. Dubois is a graduate of the University of Massachusetts (M.B.A.) and Bentley University (B.S.).

Ft. Lauderdale, FL (617) 207-0401 DDubois@deerpathcapital.com	Back to Top


MICHAEL DAVIS Controller

Mr. Davis is the Controller at Deerpath. He joined the team in 2012 and has 14 years of industry experience. His primary responsibilities include overseeing the operations team responsible for the fund accounting, financial reporting and loan administration for the funds. Mr. Davis also is the lead on Deerpath funds annual audits. His previous work experience was in fund accounting and operations at John W. Henry & Co. and Franklin Templeton Investments. He is a graduate of Florida State University (B.S. Finance).

Ft. Lauderdale, FL (954) 703-6714 MDavis@deerpathcapital.com	Back to Top


WEN YANG Controller & Asset Manager

Ms. Yang is a Controller and Asset Manager at Deerpath and a member of the Finance and Operations Team. She joined Deerpath in 2012 and has 15 years of industry experience. She previously worked in fund accounting and fund administration at Asset Alliance Corporation, Citco Fund Services, Bank of New York and Franklin Templeton Investments. Ms. Yang is a graduate of Nova Southeast University (B.S, 1999, M.S.).

Ft. Lauderdale, FL	Back to Top


ROBERT WINER Valuation Manager

Mr. Winer is the Manager of Portfolio Valuation at Deerpath, managing portfolio valuation for the Deerpath Capital funds and monitoring the funds' investment holdings. He joined Deerpath in 2014 and has 16 years of industry experience. He previously worked in private equity, investment banking, leveraged finance and credit analytics at ComVest Partners, Praesidian Capital, Fifth Street Capital, Wells Fargo Securities and 1st United Bank. Mr. Winer is a graduate of Boston College (M.B.A./M.S.F.) and Washington University in St. Louis (B.S.B.A.).

Ft. Lauderdale, FL	Back to Top


MARK LYON Marketing Manager

Mr. Lyon is involved in internal and external marketing for Deerpath. He joined Deerpath in 2012, and has twelve years of experience in database management and networking development, working previously for Seacoast National Bank and Morgan Stanley. Mr. Lyon is a graduate the University of Massachusetts, Amherst (B.B.A.).

Ft. Lauderdale, FL	Back to Top


JOSH WYDRA Valuation Analyst

Mr. Wydra is a Valuation Analyst in the Finance and Operations Team. He joined Deerpath in 2015 and has 3 years of industry experience. He previously worked in investment and operations consulting at Boston Portfolio Advisors, Inc. Mr. Wydra is a graduate of Kennesaw State University (B.B.A.).

Ft. Lauderdale, FL	Back to Top


MAYRA ANGARITA Assistant Controller

Ms. Angarita is an Assistant Controller in the Finance and Operations Team. She joined Deerpath in 2014 and has 5 years of industry experience. She previously worked at a broker dealer as a staff accountant. Ms. Angarita is a graduate of Florida Atlantic University (B.B.A).

Ft. Lauderdale, FL	Back to Top


STEPHEN JOHNS Assistant Controller

Mr. Johns is an Assistant Controller in the Finance and Operations Team. He joined Deerpath in 2014 and has 5 years of industry experience. He previously worked in the asset management area of The Bank of New York Mellon. Mr. Johns is a graduate of the University of Pittsburgh (B.S.B.A.).

Ft. Lauderdale, FL	Back to Top


CARLOS FIGUEROA Fund Accountant

Mr. Figueroa is a Fund Accountant in the Finance and Operations Team. He joined Deerpath in 2016 and has 11 years of industry experience. He previously worked as VP of Fund Administration at a private Investment Management firm in Puerto Rico and as a Fund Accountant at UBS Trust Company of PR. Mr. Figueroa is a graduate of the University of Puerto Rico (B.B.A in Finance).

Ft. Lauderdale, FL	Back to Top


JOSEPH DIGREGORIO Fund Accountant

Mr. DiGregorio is a Fund Accountant in the Finance and Operations Team and assists with Compliance. He joined Deerpath in 2016 and has 5 years of industry experience. He previously worked in the Alternative Investment Services division at State Street Bank in Boston, MA. Mr. DiGregorio is a graduate of Syracuse University (B.A.).

Ft. Lauderdale, FL	Back to Top


HARRY FOARD Analyst

Mr. Foard is an Analyst in the Finance and Operations Team, with Credit Data Management as his primary responsibility. He joined Deerpath in 2016, and was previously with BroadSpan Capital in Investment Banking. Mr. Foard is a graduate of the University of Miami (B.S.B.A.)

Ft. Lauderdale, FL	Back to Top

ADMINISTRATION


CLAUDETTE COUVERTIER Administrative Assistant

Ms. Couvertier is an Administrative Assistant at Deerpath, having joined in 2012. She supports the Ft. Lauderdale and New York-based Investment teams and the Finance and Operations team with scheduling, bookkeeping and administrative responsibilities. She began her career in banking at Merrill Lynch International Bank Cayman and previously worked at Hapoalim Bank, as BSA Compliance Consultant. Ms. Couvertier is a graduate of Barry University (B.S.).

Ft. Lauderdale, FL	Back to Top


GENA ESKOW Administrative Assistant

Ms. Eskow is an Administrative Assistant at Deerpath and a member of the Investment Team, Finance and Operations Team and assists with Compliance. She joined Deerpath in 2015 and has 5 years of administrative experience.

New York, NY	Back to Top


KELLIE MCCUBBIN Administrative Assistant

Ms. McCubbin is an Administrative Assistant at Deerpath and supports our Investment Teams in Chicago, Houston and Los Angeles with scheduling, reporting and administrative responsibilities. She joined Deerpath in 2015, and graduated from Texas A&M University (B.A).

Houston, TX	Back to Top