Yukon Partners

Carli joined Yukon Partners in February 2023. She assists in all aspects of the fund accounting process from recording journal entries to preparing financial statements. Previously, Carli worked at KPMG as a senior tax associate where she provided compliance services within the alternative investment industry. Carli’s background in public accounting includes experience supporting successful partnerships as well as mutual and hedge funds.

In her free time, Carli enjoys staying active, traveling, and spending time on the water during the warm Minnesota summers.

Education

• BA, University of St. Thomas

Anne joined Yukon Partners in December 2010 and is responsible for the accounting, financial reporting and cash management for Yukon’s funds and management company as well as monitoring the firm’s compliance program.  Prior to joining Yukon Partners, Anne served in various accounting roles at Riverstone Professional Group, Department 56, and Arthur Andersen.

Outside of work, Anne enjoys a busy lifestyle of traveling to Texas to visit her children and grandson, watching the Vikings and college sports, and spending time outdoors on the lake and walking her dog, Miles.

Education

• BA, University of St. Thomas

Prior to founding Yukon Partners in February 2008, Bill was a partner at Norwest Mezzanine Partners where he was responsible for deal origination, transaction execution and portfolio management, as well as maintenance of NMP’s systems and internal controls.

Before joining Norwest Mezzanine Partners, Bill served as a financial analyst and chief financial officer for Equity Research, Inc., an investment company focused on public and private equity investments. Earlier, he co-founded Computer Guidance Group, a financial consulting firm. Additionally, Bill worked with Arthur Andersen in the Mergers & Acquisitions, Auditing and Operational Consulting practices.

Bill has been married for 23 years to his wonderful wife, Teena, and readily admits that he married way out of his league.  He is also blessed with two great kids (Alexie and Jack), and actually considers his walleye boat his third child.  In his golden years, you’re guaranteed to find Bill trolling around a sunken reef on Lake of the Woods pursuing his insatiable quest for world class walleyes.

Education

• BA, Notre Dame
• CPA (Inactive)

Mike joined Yukon Partners in 2016. He leads Yukon’s investment efforts in technology-enabled services and software. He also has experience in healthcare, consumer products and industrial services.

Prior to joining Yukon, Mike was a partner at Halyard Capital, a lower middle market private equity firm focused on investments in business services, healthcare, media and communications companies. Before Halyard, Mike was an Investment Manager at Capital Resource Partners, a private investment firm making subordinated debt and equity investments to support acquisitions, recapitalizations, grow and management buyouts. Mike started his career in the investment banking division of Advest, Inc.

Mike lives outside of Boston with his wife and three sons. In his free time, Mike enjoys kayaking and offshore fishing.

Education

• BA, Brown University
• MBA, Harvard Business School

Jessica joined Yukon Partners in 2023 and is responsible for conducting due diligence on investment opportunities and assisting in portfolio management and reporting.

Prior to joining Yukon, she was an intern at Allstate Investments, where she worked closely with the Private Assets team.

Jessica enjoys trying new restaurants, travelling, dancing, and spending valuable time with her friends and family.

Education

• BS in Finance, University of Illinois at Chicago

Mike has extensive investment experience in middle market leveraged transactions that span a wide variety of industries and businesses with emphasis on recurring revenue businesses (such as QSR restaurants and route based businesses) healthcare, consumer products businesses, automotive and light industries, and construction industries.

Mike is a founder of Yukon Partners. From 2000 to 2008, he was a partner at Norwest Mezzanine Partners where he had overall fund responsibility and was a member of its investment committee. From 1995 to 2000, Mike has also served as a Partner with Churchill Capital Partners and prior to that as Vice President of the Corporate Finance Group of Heller Financial in New York, the Corporate Group of Security Pacific Bank in Los Angeles, and the Corporate Group of Wells Fargo Bank in Los Angeles and New York. Mike has made individual investments ranging from senior debt to mezzanine and equity investments, in amounts ranging from $3 million to $500 million.

Mike is happily married to the former Anne Shepard Warner, and they have 2 adult children and a dog. The dog is yellow, and her name is Sandy.

Hobbies are many and focused on the outdoors. A fun indoor hobby is sewing. Mike’s mother was a seamstress and taught him to sew in high school. Hence, there have been few tailors on the payroll.

Education

• BA, Columbia University
• BS, Columbia University School of Engineering and Applied Science
• MBA, New York University, Stern School of Business

Elliot joined Yukon Partners in 2018 and is responsible for identifying, assessing, and executing new investment opportunities as well as monitoring existing portfolio investments. Previously, Elliot was a Senior Associate at ShoreView Industries, a middle market private equity firm, where he evaluated, executed, and supported investments across a number of industries.

Elliot is a native of the Twin Cities area and resides in Minneapolis. In his spare time, he enjoys golfing in the summer, curling in the winter, and cooking year-round.

Education

• BBA, University of Wisconsin-Madison

Troy joined Yukon Partners in 2022 and is responsible for evaluating investment opportunities, coordinating due diligence, financial modeling, and monitoring existing portfolio investments.

Prior to joining Yukon, Troy worked as a principal at Northwestern Mutual Capital, where he analyzed and executed junior capital investments supporting private equity transactions. Before joining Northwestern Mutual Capital, he was an associate at Stone Arch Capital, a lower middle market private equity firm, where he evaluated, executed, and supported investments across a number of industries. Before joining Stone Arch Capital, Troy worked in analyst and associate roles in corporate development at Optum, where he supported teams across Optum’s operating segments on M&A transactions.

Troy is a native of the Chicago area and resides in Minneapolis. He loves sports and is a passionate fan of the Green Bay Packers, Chicago Cubs, and Iowa Hawkeyes. Troy also enjoys running, reading, and traveling.

Education

• BBA, University of Iowa
• MBA, University of Michigan, Ross School of Business

Adam joined Yukon Partners in 2020 and is responsible for evaluating investment opportunities, coordinating due diligence, financial modeling, and monitoring existing portfolio investments.

Prior to joining Yukon, Adam worked as an investment banking analyst at TripleTree, where he provided analytical support on M&A transactions, strategic advisory services, and market research. Prior to TripleTree, Adam worked as an actuarial consultant at Optum where he performed actuarial engagements for healthcare focused clients.

Adam enjoys cheering on Minnesota sports teams, exploring new restaurants throughout the Twin Cities, and staying active outdoors with his wife and golden retriever.

Education

• BS, University of St. Thomas
• ASA, MAAA

Kris joined Yukon Partners in July 2015. She is responsible for all aspects of tax accounting, including tax allocations, tax return preparation, payments, and K-1 reporting. She also consults on tax matters. During her career Kris has always focused on investment partnerships and has been a team member at Clearwater Equity Group, Deloitte, Waycrosse Inc and began her career at Arthur Andersen.

Kris enjoys hiking in CA, boating in MN, smiling at her husband’s fishing stories and hanging out with their combined 5 children.

Education

• BA, University of St. Thomas

Corey joined Yukon Partners in June 2012 and is responsible for all financial and operational aspects of the firm ranging from financial reporting, tax, banking, portfolio valuation, investor relations, back-office operations, human capital, and technology. Over his 30-year career, Corey has served in various finance and operational leadership roles ranging from entrepreneurial start up organizations to Fortune 500 publicly traded companies, including UnitedHealth Group, RBC Wealth Management, GoIndustry DoveBid, ZoneTrader, and Arthur Andersen.

In his free time, Corey enjoys travel, cycling, hunting, fishing, and enjoying the great outdoors with his wife, Betty and dog, Suki.

Education

• BSBA, University of South Dakota
• Executive Banking Degree, Pacific Coast Banking School
• CPA (Inactive)

Brisa joined Yukon Partners in 2023 and is responsible for evaluating investment opportunities, coordinating due diligence, financial modeling, and monitoring of existing investments.

Prior to joining Yukon, Brisa worked as an investment analyst at RBC Capital Markets where she provided deal and underwriting support on affordable housing developments. Prior to RBC, she worked as a risk analyst at US Bank, where she provided oversight of the Bank’s financial models.

Brisa enjoys all things outdoors and aspires to one day hike the Pacific Crest Trail. In her free time, she enjoys exploring the local restaurant scene, reading, and hanging out with family and friends.

Education:

MBA, Northwestern University, Kellogg School of Management
BSBA, University of North Carolina at Charlotte
CFA

Carla joined Yukon Partners in July 2018. She handles all things administrative and plays an active role in the planning of the various Yukon marketing events throughout the year. Previously, Carla worked at Gray Plant Mooty law firm as a paralegal in both the Trust and Estates and the Commercial Financial Services areas. Prior to joining Gray Plant Mooty in 2009, Carla was the Title Production Manager for Kandiyohi Abstract and Title.

Carla’s favorite pastimes include cross country skiing, biking, and playing games with her family. She also loves kickboxing, reading, or doing one of her many puzzles.

Education

• BA, College of St. Benedict

Dave joined Yukon Partners in 2011 and has over 15 years of accounting, finance, and investment experience. He is responsible for originating, evaluating, and executing new investment opportunities and working directly with his private equity sponsor relationships and portfolio company management teams.

Previously, he was a Senior Financial Analyst with Ameriprise Financial in the Investment Accounting Group where he was responsible for investment valuations related to collateralized loan and debt obligations. Before joining Ameriprise Financial, he began his career at PwC in the Private Client Services Group where he led client audit engagements and assisted his clients with due diligence and accounting treatment regarding mergers and acquisitions.

Outside of work, Dave enjoys spending time with his three daughters, especially being involved with their sports teams, exploring the outdoors, and watching all Minnesota Vikings games. He is also an avid golfer, loves bird hunting, and is a passionate fan of all Minnesota professional sports, Marquette basketball, and the University of Miami football (it’s a long story).

Education

• BS, Marquette University
• CPA (Inactive)

Henry joined Yukon Partners in June 2024 and is responsible for conducting due diligence on investment opportunities and assisting in portfolio management and reporting.

Prior to joining Yukon, Henry worked as a summer analyst for Chartwell Financial Advisory, where he supported the Corporate Finance and Valuations teams.

In his free time, Henry enjoys mountain biking, weightlifting, travel, and watching the Green Bay Packers with his family.

Education

• BSB, University of Minnesota

Sara joined Yukon Partners in 2023 and is responsible for conducting due diligence on investment opportunities and assisting in portfolio management and reporting.

Prior to joining Yukon, Sara gained experience as an analyst at Indigo Partners and as an intern at Mann Mortgage, Hoffmaster Group, and D.A. Davidson.

Sara enjoys traveling, cooking, films and shows, and fishing.

Education

• BS, University of Montana
• MBA, University of Wisconsin-Madison

Ellie joined Yukon Partners in 2023 and is responsible for all aspects of the fund accounting process and investor reporting.

Previously, Ellie was the Financial Reporting Manager with Northbridge, Inc., where she led the financial reporting for 3 human service companies. Prior to joining Northbridge, she was at Ernst & Young, where she performed audit engagements for clients in the Financial Services space.

Ellie enjoys reading, long walks with her dog, spending time on the St. Croix River with family, and traveling to find new adventures.

EDUCATION

• BA, University of St. Thomas
• CPA

Laura joined Yukon Partners in 2021 and is responsible for evaluating investment opportunities, coordinating due diligence, financial modeling, and monitoring existing portfolio investments.

Previously, Laura was with BlueOps in the M&A Advisory Services group, where she focused on sell-side transaction prep, and deep data insights and diligence. Before joining BlueOps, she was at Ernst & Young where she performed audit engagements for clients in the Financial Services space.

Laura enjoys reading, staying active, spending time on her favorite Minnesota lakes, and finding the next interesting destination to experience.

Education

• BBA, The Ohio State University
• CPA

Andrew joined Yukon Partners in 2015 and is responsible for identifying, assessing, and executing new investment opportunities as well as monitoring existing portfolio investments. Previously, Andrew was an investment banking analyst in the Technology & Services Group at Robert W. Baird & Company, where he provided analytical support on M&A transactions, equity offerings and other financial advisory services.

As an avid sports fan, Andrew enjoys cheering on the Wisconsin Badgers and Minnesota professional sports teams. Andrew also enjoys sailing on Lake Superior, running, and spending time with family.

Education

• BBA, University of Wisconsin-Madison

Nathan joined Yukon Partners in 2020 and is responsible for evaluating investment opportunities, coordinating due diligence, financial modeling, and monitoring existing portfolio investments. Previously, Nathan was with Piper Sandler’s diversified industrials and business services investment banking group, where he focused on sell-side and buy-side M&A transactions. Before joining Piper Sandler, he was at Ernst & Young where he provided M&A advisory services and KPMG where he performed client audit engagements.

Nathan enjoys staying active outdoors, exploring Minneapolis’ diverse restaurant scene, and all things Iowa athletics.

Education

• BBA, University of Iowa
• CPA (Inactive)

Bob joined Yukon in August, 2015. His responsibilities include: providing guidance to all deal team members in underwriting and documenting all Yukon investments, assuring compliance with Yukon’s investment policies and procedures, overseeing portfolio monitoring and review of monthly portfolio reporting, confirming investment risk ratings, and assisting in the management of underperforming assets in the portfolio. Bob is a member of Yukon’s Valuation committee and oversees the quarterly valuation process.

At last count, Bob has over 40 years of experience in corporate banking, mezzanine investment, and private equity. He began his career in Chicago in 1981 at Continental Illinois National Bank, now Bank of America, where he focused on project financing, and later, on the securitization of commercial real estate and corporate buyout related loans. Later, he moved to Minneapolis to join First Bank System, now U.S. Bank, where he became Senior Vice President and Division Manager responsible for overseeing the bank’s lending to large corporations, financial institutions, and private equity sponsored, middle market buyouts in the Eastern US. In that role he also was also responsible for originating and overseeing a number of the bank holding company’s investments in private equity funds.

Bob left U.S. Bank in 2002 to become Partner at Churchill Capital Partners in Minneapolis, where during the next several years he originated and managed a portfolio of mezzanine and preferred equity investments.

Bob has been on the board of a local community bank, and of a nonprofit serving the needs of homeless youth in the Twin Cities. He was a member of the Harvard Crew in his college years, is a past Ironman triathlete, and currently is an active Nordic skier in winter and cyclist in the warmer months.

Education

• AB, Harvard College
• MBA, The Wharton School