John Adams adams@castlecrow.com
Managing Director

John is a Managing Director of Castle Crow, where he is involved in sourcing and negotiating transactions and maintaining relations with Castle Crow’s investment groups. Over the last 15 years, John has been directly responsible for transactions across a myriad of industries including logistics, telecommunications, aerospace, building products, packaging, laboratory supply, equipment rental, and electronic controls.

Before founding Castle Crow, John was with the Arch Group, a private equity merchant banking firm. Previously, while with Citigroup’s middle market investment banking division, John initiated and closed numerous transactions with both domestic and international companies including Flextronics, The Toro Company, Parker-Hannifin, Saint-Gobain, Siebe PLC and TA Associates.

John has also served as General Counsel for VNI, a publicly traded cable television company and worked with KPMG's Acquisition Advisory Group. John is a graduate of the University of Southern California Business School and Pepperdine University School of Law.

Keith R. O'Donnell odonnell@castlecrow.com
Managing Director

As one of Castle Crow’s two founders, Keith is responsible for all operational functions of the firm including transaction sourcing, structuring, negotiating, working with portfolio companies and maintaining relations with institutional investors. Keith has participated in direct investment transactions across a wide variety of industries including plastics and packaging, paint and coatings, engineering and machinery, oil and gas, flavors and fragrances, precision components manufacturing, telecommunications, and recreational services.

Keith has nearly 20 years of investment banking, private equity and venture capital experience. Prior to co-founding Castle Crow in 2001, Keith played an integral role in the growth and success of the Arch Group, a private equity merchant banking firm in Northern California.

Keith also spent over six years with Graham Partners (formerly Viking Graham), the Philadelphia based Private Equity, M&A and Corporate Finance arm of the privately held Graham Group, a global organization with annual revenues in excess of $3 billion. While at Graham, Keith worked extensively with the group's operating companies and was an integral member of the transaction teams for numerous domestic and international mergers, acquisitions, joint ventures and financings whose combined values exceeded $2 billion. In addition, Keith was intimately involved in Graham's private equity and venture capital investment activities. Keith is a graduate of Villanova University.

Kyle R. Nichols nichols@castlecrow.com
Director

As a Director of Castle Crow, Kyle has been involved in initiating middle market private equity transactions with companies in a variety of industries, including business services, healthcare and niche manufacturing, whose combined values exceed $100 million. Kyle's responsibilities include identifying, evaluating and negotiating transactions directly with business owners and entrepreneurs.

Most recently, Kyle was involved in the management buyout of EMSEAL Corporation and recapitalization of Niagara Thermal Products. Kyle was also responsible for originating investments in CAPCO Stone & Tile and SciTech Plastics Group.

Prior to joining Castle Crow, Kyle was an Associate with Heidrick & Struggles International, a leading executive search consulting firm. Kyle was part of Heidrick's Global Health Care Practice and was responsible for Chief level recruiting assignments with premiere health care technology, medical device and biotech companies. Kyle is a graduate of the University of California at Berkeley.

Dave Gaggero gaggero@castlecrow.com
Principal

Dave brings over a decade of financial services experience to Castle Crow. Previously, Dave worked in the Private Wealth Management Group of Credit Suisse where he advised high net worth individuals, company founders and senior executives on a wide array of personal and corporate financial strategies. While at Credit Suisse, Dave was directly involved in acquiring over $100 million in new management assets.

Prior to Credit Suisse he worked as an Equity Analyst at Symphony Asset Management; a San Francisco based hedge fund offering market neutral strategies. While at Symphony, Dave was responsible for investment decisions in the Oil Field Services and Technology industries, performing critical investment research on companies and industries, and directing meetings with senior executives.

Dave received the Chartered Financial Analyst (CFA) Designation in 2005 and is a graduate of the University of California at Berkeley.

Stephen Poulios poulios@castlecrow.com
Vice President

Stephen brings over a decade of business experience to Castle Crow, both in financial services and in the high-tech start-up space. Most recently, Stephen worked in the Private Wealth Management Group at Morgan Stanley where he assisted company founders and C-level executives on issues ranging from corporate exit strategies to personal financial planning.

Prior to Morgan Stanley, Stephen worked as the Director of Operations for brightroom, Inc., an online services company focused on event photography. He played an integral role in the growth of the company from an early start-up to an industry leader. Stephen also worked at UBS Warburg where he assisted senior bankers in the execution of a variety of capital markets transactions.

Stephen is a graduate of the University of California at Berkeley.

Dave received the Chartered Financial Analyst (CFA) Designation in 2005 and is a graduate of the University of California at Berkeley.

Jason Roseberry roseberry@castlecrow.com
Vice President

Jason brings over a decade of business consulting and transaction experience to Castle Crow. Previously, Jason worked as consultant and financial analyst to small and medium size businesses, advising on acquisitions and growth strategies. Additionally, while at Angie's List, Jason served as a consultant to hundreds of businesses.

Prior to working as a consultant, Jason founded and managed a private real estate investment firm with a focus on distressed assets and turnaround situations. As CEO and Director of Acquisitions, Jason was responsible for nearly 100 investments and advised on numerous others.

Jason served as an officer in the United States Navy and graduated from the University of Indianapolis and also holds an MBA in Finance from the University of Indianapolis, School of Business.

Brendan J. Thomas thomas@castlecrow.com
Senior Associate

Brendan has a wide variety of financial services experience and has been in the industry since 2005. Most recently, while at the boutique investment firm, Sagemark Consulting, Brendan advised high net worth individuals on their investment portfolios and tailored specific plans utilizing some of the country's most recognized wealth managers.

Prior to Sagemark, Brendan worked at MetLife, for a Fortune 500 company and global provider of financial products. While at MetLife, Brendan was part of a specialized division created specifically for business owners to maximize their personal wealth, lower their taxes, and plan for wealth transfer events.

Brendan is a graduate of California Polytechnic State University in San Luis Obispo.

Mark Agosto agosto@castlecrow.com
Senior Advisor

Mark is a Senior Advisor of Castle Crow and oversees the Southern California office. Mark has nearly 17 years of investment banking and corporate finance experience. He has advised more than 100 companies and has been involved in a variety of M&A related transactions, including acquisitions, leveraged buyouts, divestitures and capital raises. Mark’s experience spans a number of different industries, including plastics and advanced materials, aerospace and defense, business services, logistics and distribution, industrial manufacturing, and consumer products.

Prior to joining Castle Crow, Mark was a Managing Director at McGladrey Capital Markets, a leading investment bank where he assisted private and public businesses with their acquisition and growth strategies. He was an integral part of the senior leadership team and managed the Plastics & Advanced Materials, Chemicals, and Energy teams. Before McGladrey Capital Markets, he was a vice president with a San Francisco based merchant bank, the ARCH Group, where he facilitated leveraged buyouts. He also worked as a mergers and acquisitions principal with a Boston based middle market investment bank, Mirus Capital Advisors (formally Ross Crossland Weston) and as an analyst for Sanford C. Bernstein & Co.

Mark currently serves on the board of directors for Pacific Quest, a wilderness therapy program for struggling teenagers based in Hawaii and meters2web, a smart meter reading company for utilities. Mark is a graduate of California Polytechnic University in San Luis Obispo and has a MBA with Honors from Boston University. He holds FINRA Series 7, 24 and 63 securities licenses.

Lindsey Bergmark bergmark@castlecrow.com
Operations Manager

 

 

Tammy Lee lee@castlecrow.com
Research Associate

 

 

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