Direct Investments

Investment Criteria

We look to invest in operating companies with over $4m of EBITDA in the manufactured products and businesses services industries, with a focus on the industrial, food & beverage, aerospace, healthcare, energy, logistics, and packaging end markets.  

 

Our network of family office investors offers significant expertise in these and other industries and supports the growth of our current portfolio companies. 

Our Team

Our team of investment professionals acts cohesively and constantly exchanges information and ideas for our clients’, investors' and portfolio companies’ benefit.

WARD MCNALLY

Managing Partner
 more info

FRANK A. MCGREW IV

Managing Partner
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Investment Professionals

Adam Lerner

Principal
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Brett Mitchell

Principal
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Ravi Shah

Senior Associate
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Catherine Lien

Senior Associate
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Josh Brown

Senior Associate

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Investor Relations
 

BETH RAHN

Vice President

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Deal Origination

Jeff Olsick

Manager of Deal Origination

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Kishore Konda

Assistant Research Analyst

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Sunil Kumar

Senior Research Analyst

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Administration
 

Anna Quinlan

Office Manager

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Please connect with us on any questions about our firm, team or strategy. Please note this is an interim website; our full website will launch in Q1 2017.

 

All securities are offered through MC Capital Markets, LLC, a member of FINRA and SIPC and an affiliate of McNally Capital. Check the background of MC Capital Markets, LLC on FINRA's BrokerCheck.