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Rosemont’s team applies a wealth of
experience to its transactions and on behalf
of its portfolio companies. Since the late
1980’s Rosemont’s principals have
advised investment management firms of all
sizes, market and product orientations on
a breadth of strategic and operating issues.
Originating with the formation of Rosemont’s
predecessor, Investment Counseling, Inc.,
by Chas Burkhart in 1988, the team has developed
a set of skills, experience and industry contacts
that are exceptional and unique. This experience
coupled with our transaction and structuring
expertise, offers a unique and valuable resource
that is deployed for the benefit of Rosemont’s
funds and its portfolio companies.
Founder |
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| Chas founded
Rosemont Investment Partners,
LLC in 2000. Prior to forming
Rosemont, he was President of
Investment Counseling, Inc. (“IC”),
an asset management business consultancy
and M&A advisor he founded
in 1988. Since that time he has
worked with hundreds of investment
firms on issues such as compensation,
business strategy, valuation,
partnering, and mergers and acquisitions
in the asset management industry.
In 1990 he developed Competitive
Challenges, the longest-running
best practices analysis of the
money management industry, now run
by Greenwich Associates. Prior to establishing IC, he was
a principal with the executive
search firm of Lee Calhoon &
Co., specializing in the field
of pensions and investments.
Chas holds a BA in English
from Boston College and is a
frequent speaker and writer
on trends and challenges in
the investment management business.
cburkhart@rosemontpartnersllc.com
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Principal |
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Genie
is responsible for identifying
potential investment candidates
on behalf of Fund, as well as
performing valuations, structuring
analysis and significant due
diligence.
Genie joined Rosemont as a
Principal in July 2002. Prior
to Rosemont, Genie worked for
Superior Group as a finance
associate as well as its corporate
venture arm, SGI Capital. Genie
has also worked in AIG Global
Investment Corporation’s
London office as an equity analyst,
and for Brinker Capital, where
she was co-chair of its investment
committee and oversaw the reporting
area.
She has a BA from Villanova
University and an MBA from Columbia
Business School.
glogue@rosemontpartnersllc.com
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Principal |
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Tom joined Rosemont as an advisor
in January 2006 to assist the firm
with investment underwriting and
structuring, portfolio management,
valuation, liquidity analysis,
market positioning and other fund
management issues.
Prior Tom has been in the
private equity arena for 20 years
as a fund principal, fund investor
and private investor. In 2002, he
formed Balderston Capital, LLC, (BCL),
a private equity investment
advisory and strategy firm.
BCL advises and invests in funds
and companies. Prior to
that, Tom ran the investment
subsidiary of Superior Group,
Inc., a substantial private
holding company in Radnor,
Pennsylvania. Tom developed
and implemented the business plan
of this new private equity unit.
SGIC invested corporate resources
in a combination of direct
investment opportunities with
other private equity funds. Prior
to Superior, Tom was a general
partner at TDH, a long-standing
Philadelphia area venture capital
firm where he was a general
partner. TDH invested in a
broad range of portfolio
companies, diversified by stage
and industry and generally located
in the mid-Atlantic region.
Tom has a BA from Williams College
and an MBA from the Anderson
School at UCLA.
tbalderston@rosemontpartnersllc.com |
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Chief Financial Officer |
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Sam
manages the tax, accounting
and human resource functions
for Rosemont. Prior to joining
Rosemont, he served as CFO for
Investment Counseling for seven
years.
Sam holds a BS degree from
Long Island University, did
his MBA graduate work at Pace
University and is an Enrolled
Agent, Certified Financial Planner,
Certified Management Consultant,
and Certified Compensation Professional.
sschecter@rosemontpartnersllc.com
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Chief Administrative Officer |
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Melinda
works closely with Chas Burkhart
and is responsible for coordinating
the firm’s office operations,
investor communications and
administrative functions.
Prior to joining Rosemont in
July 2003 she was a Manager
with SCIREX Corporation for
five years and before that an
Assistant Vice President with
American Business Financial
Services.
Melinda holds a BS degree in
Business Administration from
Bloomsburg University.
mbugg@rosemontpartnersllc.com
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