Team - Ovation Partners

SENIOR MANGEMENT

Mike Rovner

Founder / Managing Partner

Manages the General Partner and is a member of the Investment Committee

Experience
Industry: 20+ years
Ovation: 11 years

Founded Ovation Partners and Vida Capital
Formerly led the financial services team at Austin Ventures; Previously led mergers and acquisitions at Mission Critical Software (NASDAQ: MCSW)

Education
B.A. in English
(University of California at Los Angeles)

Jeff Serra

Founding Partner

Serves as senior advisor to the firm and is a member of the Investment Committee

Experience
Industry: 20+ years
Ovation: 11 years

Founded Ovation Partners and Vida Capital
Formerly CEO of Phibro Energy USA, subsidiary of Solomon Inc. (1992-1997)

Education
B.S. in Civil Engineering (University of Virginia)
M.S. in Industrial Administration (Purdue University)

Josh Bullock

Partner / Managing Director

Oversees deal sourcing and investment strategy and is a member of the Investment Committee

Experience
Industry: 19 years
Ovation: 6 years

Formerly senior vice president in Capital One’s Specialty Finance Lender Group
Previously worked as senior relationship manager at Capital One

Education
B.S. in Finance (Louisiana State University)
Harvard Business School General Management Program

Joel Katz

Partner / Chief Operating Officer

Advises investor relations, financial, and risk teams and is a member of the Investment Committee

Experience
Industry: 20+ years
Ovation: 5 years

Previously served as CFO for both Vignette Corporation and Harbinger Corporation

Education
B.B.A. in Accounting
(University of Georgia)

Melissa McCarthy

Chief Financial Officer / Chief Compliance Officer

Oversees financial strategy and facilitates compliance efforts

Experience
Industry: 5 years
Ovation: 5 years

Previously audit senior manager at KPMG US LLP

Education
Master in Professional Accounting
(The University of Texas at Austin)
B.B.A. (The University of Texas at Austin)
Active CPA license holder

Our Professionals

Preston Patton

Executive Director

Seeks new RIA/family office relationships and leads all fundraising efforts

Experience
Industry: 15 years
Ovation: 2 years

Previously regional director at FS Investments

Education
B.S. in Finance (Louisiana State University)
Series 7 and Series 66 license holder

Preston Patton of Ovation is a registered representative offering securities and investment banking services through Britehorn Securities, a registered broker-dealer (member FINRA / SIPC). Britehorn and Ovation are not affiliated entities.

Anna Jones

Director of Investor Relations

Fosters existing RIA/family office relationships

Experience
Industry: 6 years
Ovation: 6 years

Previously senior account executive at advertising agency, HCB Health

Education
B.S. in Public Relations
(The University of Texas at Austin)
Series 65 license holder

Haley Haustein

Investor Relations Senior Associate

Manages investor operations and supports fundraising efforts

Experience
Industry: 5 years
Ovation: 5 years

Previously associate at The National Alliance for Insurance Education & Research

Education
B.B.A. in Business Management
(Texas State University)
Series 65 license holder

Kevin Faucheaux

Senior Director of Risk Management

Oversees risk mitigation, with a focus on investment selection and monitoring

Experience
Industry: 20+ years
Ovation: 2 years

Previously SVP in Capital One’s Asset Based Lending Group
Former field exam director at Capital One

Education
B.S. in Finance (Louisiana State University)

AJ Jarrett

Principal

Sources, underwrites, and manages investments (Consumer, Commercial & Litigation)

Experience
Industry: 11 years
Ovation: 5 years

Previously VP in Capital One’s Specialty Finance Lender Group

Education
MBA in Corporate Finance and Internal Audit (Louisiana State University)
M.S. in Accounting and Finance (Tulane University)
CPA license holder

Troy Ritter

Principal

Sources, underwrites, and manages investments (Consumer, Commercial & Real Estate)

Experience
Industry: 18 years
Ovation: 4 years

Previously SVP in Capital One’s Specialty Finance Lender Group

Education
M.S. in Accounting (Louisiana State University)
B.S. in Accounting (Louisiana State University)
Center for Internal Auditing program alumnus (Louisiana State University)

Jeremy Burkhalter

Vice President

Sources, underwrites, and manages investments (Real Estate)

Experience
Industry: 10 years
Ovation: 3 years

Previously worked on the investments team of a publicly traded REIT, and prior to that worked for a capital markets firm in Dallas.

Education
M.S. in Finance (The University of Texas at Dallas)
B.A. in Economics (The University of Texas at Austin)

Drew Williamson

Analyst

Supports the portfolio team in investment analysis and monitoring

Experience
Industry: 1 year

Previously worked on the risk management team at Prudential Financial

Education
B.A. in Economics (Colby College)

Monica Galic

Analyst

Supports the portfolio team in investment analysis and monitoring

Experience
Industry: 4 years

Previously senior analyst for the credit department at GetBackd
Formerly financial representative for Cetera Investors

Education
B.S. in Finance (Berea College)

Taylor Pousson

Vice President of Finance and Accounting

Implements financial strategy and supervises all accounting and financial forecast activities

Experience
Industry: 3 years

Previously audit manager at KPMG US LLP

Education
M.P.A. in Business (The University of Texas at Austin)
B.B.A. (The University of Texas at Austin)
Active CPA license holder

Thomas Liston

Director of Finance and Accounting

Supervises all accounting and financial forecast activities of the tax lien strategy

Experience

Previously worked in the oil and gas vertical at Workrise
Formerly a key finance leader in an ultra-high net worth family office

Education
B.B.A. and Master in Accounting (St. Bonaventure University)

Alix Mire

Senior Tax & Treasury Accountant

Supports tax strategy, tax return preparation and other accounting activities

Experience
Industry: 4 years
Ovation: 4 years

Previously senior tax accountant at Accruent

Education
M.S. in Accounting (Texas A&M University)
B.B.A in Accounting (Texas A&M University)
Active CPA license holder

Sandy Lu

Accounting Manager

Supervises accounting staff and supports all accounting and financial forecast activities

Experience
Industry: 2 years
Ovation: 2 years

Previously worked within the audit practice at Ernst & Young LLP

Education
B.S. in Accounting & Information Systems and Operations Management (George Mason University)

Allison Nolton

Operations & Human Resources Manager

Oversees office operations and human resources

Experience
Industry: 5 years
Ovation: 5 years

Previously served as Healthspottr’s operations manager

Education
B.S. in Corporate Communications (The University of Texas at Austin)
Business Foundations Certificate (The University of Texas at Austin)

Jessica Cox

Office Coordinator

Facilitates office operations

Experience

Previously office manager for a private family law practice
Former litigation assistant at same firm

Education
B.A. in Social Sciences (Jackson State University)
A.A. in Physical Therapy Assisting (South University, Austin, TX)