Allen J. Latta, CFA, CAIA
Managing Director
Campton Private Equity Advisors
Allen has over 25 years of experience in private equity, venture capital, corporate finance, public offerings and mergers and acquisitions.
Prior to forming Campton Private Equity Advisors, he was the Director, Business Development, head of the US office and member of the Board of Directors of global private equity fund-of-funds manager VenCap International plc.
Previously, he was an Executive Director in the Telecommunications Investment Banking Group at Bear, Stearns & Co. and before that a Director in the Media and Telecommunications Group at CIBC World Markets. Prior to his career in investment banking, Allen was a corporate finance attorney with Morgan, Lewis & Bockius and with Buchalter, Nemer, Fields & Younger, specializing in private equity and venture capital transactions, public offerings, mergers & acquisitions and international business transactions.
Allen received an MBA in Finance with honors from The Anderson School at UCLA, a JD from UC Hastings College of Law, and a BA in Economics from UCLA.
Allen is a CFA Charterholder and a CAIA Charterholder.
Allen writes a blog on private equity, which can be found here: www.allenlatta.com.
Managing Director
Campton Private Equity Advisors
Allen has over 25 years of experience in private equity, venture capital, corporate finance, public offerings and mergers and acquisitions.
Prior to forming Campton Private Equity Advisors, he was the Director, Business Development, head of the US office and member of the Board of Directors of global private equity fund-of-funds manager VenCap International plc.
Previously, he was an Executive Director in the Telecommunications Investment Banking Group at Bear, Stearns & Co. and before that a Director in the Media and Telecommunications Group at CIBC World Markets. Prior to his career in investment banking, Allen was a corporate finance attorney with Morgan, Lewis & Bockius and with Buchalter, Nemer, Fields & Younger, specializing in private equity and venture capital transactions, public offerings, mergers & acquisitions and international business transactions.
Allen received an MBA in Finance with honors from The Anderson School at UCLA, a JD from UC Hastings College of Law, and a BA in Economics from UCLA.
Allen is a CFA Charterholder and a CAIA Charterholder.
Allen writes a blog on private equity, which can be found here: www.allenlatta.com.
Gerry Flintoft, CAIA
Senior Consultant
Campton Private Equity Advisors
Gerry has over 20 years of experience as a proven alternative investments and private equity portfolio manager and consultant. Gerry is the founder and Managing Director of TFG Capital Partners. Previously, he was a Director, Alternative Investments with PineBridge Investments, where advised clients on private equity portfolio design and construction.
Prior to PineBridge, he was an Investment Officer at LACERA, a leading US public pension fund, where he managed an $8 billion private equity portfolio. Before joining LACERA, Mr. Flintoft was the Director of Corporate Real Estate for a publicly-listed multinational architecture and engineering firm and the founder of a real estate consulting firm.
Gerry received his BA in Economics from the University of California, Los Angeles and his MBA from Columbia University. Gerry is also a CAIA Charterholder.
Senior Consultant
Campton Private Equity Advisors
Gerry has over 20 years of experience as a proven alternative investments and private equity portfolio manager and consultant. Gerry is the founder and Managing Director of TFG Capital Partners. Previously, he was a Director, Alternative Investments with PineBridge Investments, where advised clients on private equity portfolio design and construction.
Prior to PineBridge, he was an Investment Officer at LACERA, a leading US public pension fund, where he managed an $8 billion private equity portfolio. Before joining LACERA, Mr. Flintoft was the Director of Corporate Real Estate for a publicly-listed multinational architecture and engineering firm and the founder of a real estate consulting firm.
Gerry received his BA in Economics from the University of California, Los Angeles and his MBA from Columbia University. Gerry is also a CAIA Charterholder.
Christopher Pace
Senior Consultant
Campton Private Equity Advisors
Chris is a senior consultant to a broad range of private equity, venture capital, real estate, credit and multi-strategy investment firms. He has over 20 years of Portfolio Management and Investor Relationship (fund-raising) experience in Alternative and Traditional assets. Chris has built successful private equity businesses with teams at BNY Mellon (WestLB Mellon Asset Mgt/Siguler Guff) and Rogers Casey. His expertise is in fund-raising, portfolio construction, manager selection and direct investing (co-investing). Chris has discretionary investment experience with private equity funds and companies in: venture capital, growth equity, buyouts, real assets, distressed debt, mezzanine and special situations.
He was a member of teams that raised over $1 billion in total commitments, and has strong relationships with the GP and LP communities: pension funds, fund-of-funds, endowments, foundations, advisors, insurance companies, family offices and consultants. Chris has led or participated on over 60 fund and co-investment deal teams. He was a member of investment committees that committed over $2.0 billion to investments.
Chris earned an MBA (Finance and Marketing) from Columbia Business School, and a BA in Mathematical Economics from Wesleyan University.
Chris holds FINRA licenses Series 7 and 66.
Senior Consultant
Campton Private Equity Advisors
Chris is a senior consultant to a broad range of private equity, venture capital, real estate, credit and multi-strategy investment firms. He has over 20 years of Portfolio Management and Investor Relationship (fund-raising) experience in Alternative and Traditional assets. Chris has built successful private equity businesses with teams at BNY Mellon (WestLB Mellon Asset Mgt/Siguler Guff) and Rogers Casey. His expertise is in fund-raising, portfolio construction, manager selection and direct investing (co-investing). Chris has discretionary investment experience with private equity funds and companies in: venture capital, growth equity, buyouts, real assets, distressed debt, mezzanine and special situations.
He was a member of teams that raised over $1 billion in total commitments, and has strong relationships with the GP and LP communities: pension funds, fund-of-funds, endowments, foundations, advisors, insurance companies, family offices and consultants. Chris has led or participated on over 60 fund and co-investment deal teams. He was a member of investment committees that committed over $2.0 billion to investments.
Chris earned an MBA (Finance and Marketing) from Columbia Business School, and a BA in Mathematical Economics from Wesleyan University.
Chris holds FINRA licenses Series 7 and 66.
Campton Senior Advisors
Campton Senior Advisors collectively have over 100 years of experience in venture capital, private equity, corporate finance and corporate development, and also have industry expertise spanning technology, telecommunications, life sciences, financial services, insurance, real estate, consumer retail, environmental services and energy.
Campton Senior Advisors provide Campton with valuable insights about industry trends and themes, current and emerging technologies, innovation, strategy, business models, deal structures, operations, value chains, and leadership. These Senior Advisors are not employees of Campton, but provide their insights to Campton on an as-needed basis. Campton Senior Advisors are an invaluable resource to Campton.
Campton Senior Advisors collectively have over 100 years of experience in venture capital, private equity, corporate finance and corporate development, and also have industry expertise spanning technology, telecommunications, life sciences, financial services, insurance, real estate, consumer retail, environmental services and energy.
Campton Senior Advisors provide Campton with valuable insights about industry trends and themes, current and emerging technologies, innovation, strategy, business models, deal structures, operations, value chains, and leadership. These Senior Advisors are not employees of Campton, but provide their insights to Campton on an as-needed basis. Campton Senior Advisors are an invaluable resource to Campton.
Scott J. Campbell, MD, MPH
Senior Advisor
Campton Private Equity Advisors
Scott advises Campton on healthcare-related investments. Scott is a practicing emergency physician in Northern California. He has served a broad range of local, state, national and public-private health policy planning efforts in the United States, the United Kingdom and Canada. Scott is a recognized expert in health service strategies focusing on patient throughput optimization and creative capacity carve-outs across multiple care delivery continuum's. Scott is also the founder and President of Caretrails, a software company fusing real-time mobile health data with innovative deep learning solutions.
Scott received his BA in Political Science from the University of Michigan, an MPH in Behavioral Science and Health Education from the UCLA School of Public Health, and an MD from the Columbia University College of Physicians and Surgeons.
Senior Advisor
Campton Private Equity Advisors
Scott advises Campton on healthcare-related investments. Scott is a practicing emergency physician in Northern California. He has served a broad range of local, state, national and public-private health policy planning efforts in the United States, the United Kingdom and Canada. Scott is a recognized expert in health service strategies focusing on patient throughput optimization and creative capacity carve-outs across multiple care delivery continuum's. Scott is also the founder and President of Caretrails, a software company fusing real-time mobile health data with innovative deep learning solutions.
Scott received his BA in Political Science from the University of Michigan, an MPH in Behavioral Science and Health Education from the UCLA School of Public Health, and an MD from the Columbia University College of Physicians and Surgeons.
Brian Cohen
Senior Advisor
Campton Private Equity Advisors
Brian has a demonstrated track record of success as a CEO and corporate strategy executive across insurance, software and tech services, financial services and consumer retail.
Previously, he was the President and CEO of Pacific Specialty Insurance Company. Brian has also served as the President and CEO of Clear Technology, Inc., a global software company serving the insurance and financial services industries. Brian was the Senior Vice President and Chief Marketing Officer of Farmers Insurance and was the President of Farmers Financial Solutions LLC.
Brian received his B.B.S. in Accounting and Finance from the University of California, Berkeley, Haas School of Business, and received his J.D. from the USC Gould School of Law.
Senior Advisor
Campton Private Equity Advisors
Brian has a demonstrated track record of success as a CEO and corporate strategy executive across insurance, software and tech services, financial services and consumer retail.
Previously, he was the President and CEO of Pacific Specialty Insurance Company. Brian has also served as the President and CEO of Clear Technology, Inc., a global software company serving the insurance and financial services industries. Brian was the Senior Vice President and Chief Marketing Officer of Farmers Insurance and was the President of Farmers Financial Solutions LLC.
Brian received his B.B.S. in Accounting and Finance from the University of California, Berkeley, Haas School of Business, and received his J.D. from the USC Gould School of Law.
Taylor Gibson
Senior Advisor
Campton Private Equity Advisors
Taylor brings a strong and diverse background in finance and operations in financial services, biotech, consumer retail, manufacturing, and environmental services. He has a proven track record of success as CFO of small to medium sized companies specializing in strategic planning, mergers & acquisitions, fund raising and planning and analysis.
Taylor was a founder and CFO of BioMagic Inc. a privately held environmental services company, serving as CFO for the past decade. Prior to that, he was in charge of Business Development and served as COO of a $100 million international division of ICN (now Valeant); was the CFO & COO of The Walking Company; and has been a CFO and board member of several other privately held companies. He began his career with Deloitte Haskins & Sells in New York before moving on to Investment Banking where he spent 10 years with Shearson Lehman and Smith Barney.
Taylor received a BA in Economics from Princeton University and received his Masters in Accounting from New York University.
Senior Advisor
Campton Private Equity Advisors
Taylor brings a strong and diverse background in finance and operations in financial services, biotech, consumer retail, manufacturing, and environmental services. He has a proven track record of success as CFO of small to medium sized companies specializing in strategic planning, mergers & acquisitions, fund raising and planning and analysis.
Taylor was a founder and CFO of BioMagic Inc. a privately held environmental services company, serving as CFO for the past decade. Prior to that, he was in charge of Business Development and served as COO of a $100 million international division of ICN (now Valeant); was the CFO & COO of The Walking Company; and has been a CFO and board member of several other privately held companies. He began his career with Deloitte Haskins & Sells in New York before moving on to Investment Banking where he spent 10 years with Shearson Lehman and Smith Barney.
Taylor received a BA in Economics from Princeton University and received his Masters in Accounting from New York University.
James H. Grossman, Esq.
Senior Advisor
Campton Private Equity Advisors
Jim brings significant experience to the Campton team, as a venture capital and private equity principal and attorney, as a board member of private and public companies and as an international arbitrator with experience in commercial and intellectual property matters.
Jim is a member of the board of directors of several public companies, including UK-based Unicorn Venture Capital Trust. Jim was the head of the corporate law department at Buchalter, Nemer, Fields & Younger, a Los Angeles-based law firm, where he specialized in venture capital, private equity, mergers and acquisitions, international business transactions and general corporate matters. Jim also has significant government experience including serving as the Chairman of the US Foreign Claims Settlement Commission.
Jim received his BA in History and Political Science from the University of California, Berkeley, where he was Phi Beta Kappa. He earned his JD at Harvard Law School.
Senior Advisor
Campton Private Equity Advisors
Jim brings significant experience to the Campton team, as a venture capital and private equity principal and attorney, as a board member of private and public companies and as an international arbitrator with experience in commercial and intellectual property matters.
Jim is a member of the board of directors of several public companies, including UK-based Unicorn Venture Capital Trust. Jim was the head of the corporate law department at Buchalter, Nemer, Fields & Younger, a Los Angeles-based law firm, where he specialized in venture capital, private equity, mergers and acquisitions, international business transactions and general corporate matters. Jim also has significant government experience including serving as the Chairman of the US Foreign Claims Settlement Commission.
Jim received his BA in History and Political Science from the University of California, Berkeley, where he was Phi Beta Kappa. He earned his JD at Harvard Law School.
Sean T. Hargaden, Esq.
Senior Advisor
Campton Private Equity Advisors
Sean is a shareholder of Seltzer Caplan McMahon Vitek, a law corporation, and has been practicing with the firm in the areas of business transactions and real property law for over 25 years. His business practice includes mergers & acquisitions, debt and equity financings and general corporate matters. His real estate practice experience includes extensive representation of real estate funds, lenders, developers and institutional and non-institutional investors in all areas of real estate. Sean has a Martindale-Hubbell AV rating and has been a San Diego Super Lawyer ever year since 2012.
Mr. Hargaden graduated from the University of California, Los Angeles, with a B.A. magna cum laude, in 1982. He earned a joint M.B.A. and law degree from the University of California, Los Angeles in 1987.
Senior Advisor
Campton Private Equity Advisors
Sean is a shareholder of Seltzer Caplan McMahon Vitek, a law corporation, and has been practicing with the firm in the areas of business transactions and real property law for over 25 years. His business practice includes mergers & acquisitions, debt and equity financings and general corporate matters. His real estate practice experience includes extensive representation of real estate funds, lenders, developers and institutional and non-institutional investors in all areas of real estate. Sean has a Martindale-Hubbell AV rating and has been a San Diego Super Lawyer ever year since 2012.
Mr. Hargaden graduated from the University of California, Los Angeles, with a B.A. magna cum laude, in 1982. He earned a joint M.B.A. and law degree from the University of California, Los Angeles in 1987.
Dana Hermansen
Senior Advisor
Campton Private Equity Advisors
Dana is an experienced technology executive with a track record of success in technology business and corporate development, investments, marketing and finance. He brings a unique background combining deep experience in strategy development, evaluating and negotiating transactions along with various operating roles.
Dana is President and Founder of Synergy Advisory Services, LLC and previously served in various senior roles at Agilent Technologies and Hewlett Packard. He also worked in venture capital and investment banking for Morgan Stanley.
Dana received a BA in Political Science from the University of California, Berkeley and his MBA in Finance and Marketing from the UCLA Anderson School of Management.
Senior Advisor
Campton Private Equity Advisors
Dana is an experienced technology executive with a track record of success in technology business and corporate development, investments, marketing and finance. He brings a unique background combining deep experience in strategy development, evaluating and negotiating transactions along with various operating roles.
Dana is President and Founder of Synergy Advisory Services, LLC and previously served in various senior roles at Agilent Technologies and Hewlett Packard. He also worked in venture capital and investment banking for Morgan Stanley.
Dana received a BA in Political Science from the University of California, Berkeley and his MBA in Finance and Marketing from the UCLA Anderson School of Management.
Kurt King
Senior Advisor
Campton Private Equity Advisors
Kurt has an extensive background in technology, as a technology hedge fund manager, an equity research analyst and as a product manager in the technology industry. Most recently, Kurt was a Managing Director and Portfolio Manager at Harvest Capital Strategies LLC, a San Francisco-based, SEC-registered investment adviser with approximately $1.3 billion in alternative assets under management.
Prior to joining Harvest, Kurt was a Senior Managing Director and senior equity research analyst at Banc of America Securities and its predecessor, Montgomery Securities, where he covered the PC and enterprise hardware sector. Before commencing his financial services career, Kurt spent nine years working in the technology industry at Toshiba America, Grid Systems and Xerox Corporation.
Kurt received his BA from the University of California, Los Angeles, and his MBA from Columbia University.
Senior Advisor
Campton Private Equity Advisors
Kurt has an extensive background in technology, as a technology hedge fund manager, an equity research analyst and as a product manager in the technology industry. Most recently, Kurt was a Managing Director and Portfolio Manager at Harvest Capital Strategies LLC, a San Francisco-based, SEC-registered investment adviser with approximately $1.3 billion in alternative assets under management.
Prior to joining Harvest, Kurt was a Senior Managing Director and senior equity research analyst at Banc of America Securities and its predecessor, Montgomery Securities, where he covered the PC and enterprise hardware sector. Before commencing his financial services career, Kurt spent nine years working in the technology industry at Toshiba America, Grid Systems and Xerox Corporation.
Kurt received his BA from the University of California, Los Angeles, and his MBA from Columbia University.
Steve Smith
Senior Advisor
Campton Private Equity Advisors
Steve has significant experience working with small and mid-sized businesses on transformational business strategies, including buy-side and sell-side mergers and acquisitions. He is the founder of The Waterfront Group, a business advisory firm.
Previously he was a Managing Director of Mid-Cap Advisors, an investment banking firm, and prior to that held several senior business development roles at wireless telecommunications companies, including including Sprint PCS, Vodafone AirTouch and MCI Telecommunications.
Steve received his BA in Economics from the University of California, Los Angeles, and his MBA from Stanford University.
Senior Advisor
Campton Private Equity Advisors
Steve has significant experience working with small and mid-sized businesses on transformational business strategies, including buy-side and sell-side mergers and acquisitions. He is the founder of The Waterfront Group, a business advisory firm.
Previously he was a Managing Director of Mid-Cap Advisors, an investment banking firm, and prior to that held several senior business development roles at wireless telecommunications companies, including including Sprint PCS, Vodafone AirTouch and MCI Telecommunications.
Steve received his BA in Economics from the University of California, Los Angeles, and his MBA from Stanford University.