The Pine Island Capital Partners investment team consists of highly experienced investment professionals who have demonstrated success in their careers at private equity firms, global investment banks, alternative asset management firms, and major global corporations.
John Thain has 40 years of experience in the financial services sector, and has held multiple senior leadership positions at some of the world’s largest financial institutions. Most recently, he served as CEO and Chairman of CIT Group where he successfully led the firm out of bankruptcy protection, lowered the firm’s funding costs, improved returns and grew CIT to more than $50 billion in assets. Prior to CIT, Thain was the last CEO and Chairman of Merrill Lynch before orchestrating a sale to Bank of America at the height of the financial crisis. He was also CEO of the New York Stock Exchange, where he led the NYSE through successful mergers with Archipelago Holdings and Euronext to create the world’s largest and most liquid exchange group, and spent nearly 25 years at Goldman Sachs, where he served as President, Co-COO, CFO, and Head of Operations, Technology and Finance.
Thain currently serves as a Member of the Board of Directors at Uber Technologies and as a Member of the Supervisory Board of Deutsche Bank AG. He earned his BS from MIT and an MBA from Harvard Business School.
Phil Cooper has over 40 years of experience in private equity as an entrepreneur, principal investor, fund investor, and secondary investor. Cooper was previously a Partner at Goldman Sachs, where he conceived, founded and led the Goldman Sachs Private Equity Group to over $11 billion in assets. He implemented innovative portfolio construction and risk control methods for private equity fund, direct, and secondary investing, and designed and managed the Vintage Funds—one of the industry’s largest secondary funds. While at Goldman Sachs, Cooper served on the Goldman Sachs Asset Management Risk Committee, Operating Committee, and Goldman Sachs Technology Committee.
Since retiring as a Goldman Sachs Partner in 2004, Cooper has served as a Partner or Special Partner at several private equity firms and was a Senior Lecturer in private equity at MIT’s Sloan School of Business. He also served on the Forsyth Institute and Children’s Hospital (Boston) Endowment Investment Committees.
Cooper earned his BA from Syracuse University and an MBA from MIT, where he was an Alfred Sloan Fellow.
Partner, Head of A&D Practice
David Wajsgras has 20 years of experience at the senior executive management level, providing operational, strategic and financial leadership in both the commercial and defense industries. Wajsgras most recently served as president of the Intelligence, Information and Services (IIS) business at the former defense industry leader, Raytheon Company, now part of Raytheon Technologies. The IIS business delivers world class systems and solutions in defense, intelligence, space, cybersecurity and training. While president of IIS, Wajsgras increased sales, meaningfully outpacing industry growth rates, and significantly improved profitability and margins through focused pricing strategies, cost reduction initiatives, and successfully executing a digital transformation strategy for program execution.
Previously, Wajsgras was Senior Vice President and CFO at Raytheon and led the company’s overall financial and mergers and acquisitions strategy. Raytheon provides state-of-the-art electronics, mission systems integration, command and control products and services, sensing, effects, and mission support. Before joining Raytheon, he was Executive Vice President and CFO at Lear Corporation, in addition to having direct profit and loss responsibility for the manufacturing division.
In 2019 and 2020, WashingtonExec named Wajsgras to its top 25 list of executives for leading change in uncertain times, in addition to naming him Intelligence Industry Executive of the Year in 2019. Wajsgras has appeared on Executive Mosaic’s Wash100 list of influential leaders in government contracting for six consecutive years, and was selected as Federal Computer Week’s prestigious Industry Eagle Award winner in 2018. As Raytheon’s CFO, he was named one of the Wall Street Journal’s 25 Best CFOs among larger companies.
Wajsgras currently serves on the Board of Directors for Parsons Corporation, Martin Marietta Materials, Inc., Dreamscape Immersive and Altamira Technologies Corporation. He earned his BS at the University of Maryland and an MBA from American University.
Lucas Evans was previously a Principal in the Private Equity Group at Ares Management, a leading global alternative asset manager with $121 billion under management. Prior to joining Ares, Evans spent nine years as a Partner and Senior Vice President at NRDC Equity Partners and its successor, the Hudson’s Bay Company, where he led all mergers and acquisitions, capital markets, treasury and investor relations activities. During his tenure, Evans played an instrumental role in growing the company from a small family office to a multi-national retail and real estate conglomerate.
Evans holds a B.S. in Finance from Georgetown University, an MPS in Real Estate from Cornell University, and an MBA from INSEAD.
Matthew Levine was previously a Partner at EQT Partners, a global investment firm with over €46 billion in assets under management, and served on the Investment Committee of the EQT US Mid Market Fund. Mr. Levine’s responsibilities spanned all aspects of the investment function, including acting as a co-lead to the fundraise of the ~$700 Million fund, hiring the local investment team, developing and executing the go-to-market strategy and building a network of executives to drive a differentiated deal sourcing, due diligence and value creation platform. Mr. Levine’s investment activity focused on long-term sustainable business models with significant growth dynamics, including software, industrial technology and tech-enabled services, culminating in the investments of Dorner, Innovyze and FocusVision. Prior to joining EQT, Mr. Levine spent 15 years with American Securities, a US private equity firm with over $23 billion in assets under management. Prior to American Securities, Mr. Levine was in the Financial Entrepreneurs Group at Salomon Smith Barney.
Mr. Levine holds a BS in Economics, cum laude, from the University of Pennsylvania’s Wharton School of Business and an MBA, with honors, from Columbia University.
Wm. Russell Mann was previously a consultant and entrepreneur for institutional investors. His expertise is in the creation, management, and analysis of sophisticated investment products, strategies, and portfolios, both in the private and public markets. In a direct investment management capacity, he served for three years as Portfolio Manager at StratiFi, designing and managing customized option strategies. He has previously served in a risk management role for multiple hedge funds, and in the private equity space, has over his career consulted with both private equity managers and private equity-focused institutional investors, as well as portfolio companies as a consultant and an investor.
He earned an AB from Princeton University, a Master’s from University of Cambridge as a Churchill Scholar, and a PhD from Harvard University in Mathematics as a Putnam Fellow.
Clyde Tuggle previously spent 30 years at the Coca-Cola Company where he was a member of Coca-Cola’s Executive Committee and managed the company’s corporate productivity activity. Tuggle held multiple senior management roles and was most recently Senior Vice President and Chief Public Affairs and Communications Officer, where he managed Coca-Cola’s global public affairs and reported directly to the Chairman and CEO. He was also President of the Russia, Ukraine and Belarus Division, Senior Vice President of Worldwide Public Affairs and Communication, Deputy Division President of Central Europe and Executive Assistant (chief of staff) to former CEO Roberto C. Goizueta.
Tuggle currently serves as a Member of the Board of Directors at the Georgia Power Company and at Oxford Industries, Inc.
He earned his BA from Hamilton College and a masters from Yale University; he also studied at the Ludwig-Maximillian Universität in Munich, Germany and the University of Virginia’s Darden Business School.
Arian Omid was previously a Vice President in the principal investing division of Macquarie Group where he was responsible for the sourcing and execution of investment opportunities across the capital structure in a variety of industries. Prior to that, he spent two years at Coady Diemar Partners as an investment banking analyst where he focused on mergers and acquisitions, capital raising, and project finance advisory in the power and renewables sectors.
Omid earned a Master of Management graduate degree at Duke University’s Faqua School of Business. He holds a Bachelor of Electrical Engineering from the University of Toronto. He is also a CFA chartholder.
Edward Dweck joined Pine Island Capital Partners in 2020 and serves as an Associate. Previously, he spent four years as an Investment Banking Analyst and Associate in the M&A group at PJ Solomon, where he focused on a broad range of complex public and private M&A transactions.
Mr. Dweck graduated cum laude from the Stern School of Business at New York University with a B.S. in Finance.
Mr. Yin joined Pine Island Capital Partners in 2021 and currently serves as an Associate. Previously, he served as an Analyst and Associate at Blackstone, where he worked with portfolio companies to improve their operating performance. He also served as an Analyst at Cartica covering Asia-Pacific equities and began his career in the Corporate and Investment banking division at Citigroup, where he focused on a broad range of M&A and financing transactions in the industrials sector.
Mr. Yin graduated with a Bachelor of Science in International Political Economy from Georgetown University.
Charles Bridge has 30 years of broad experience and knowledge in finance, private equity, fund administration, and compliance, having served in executive positions for venture capital and private equity partnerships, fund of funds, and operating companies.
Bridge gained his private equity experience at both a General Partner and CFO. He began his private equity career at Boston Capital Ventures, which specialized in emerging growth and information technologies investing. Following BCV, Bridge helped found Brooke Private Equity Associates, growing the firm to over $1 billion in assets under management. After Brooke Private Equity, Bridge served as CFO of WAVE Equity Partners.
Bridge holds an MBA from Northeastern University and a BS in Business Administration from the University of Maine.
Robert Knox is co-founder and senior managing director of Cornerstone Equity Investors, L.L.C., a private equity firm. Cornerstone has funded over 120 companies through buyouts and growth equity financing in healthcare services and products, business services, technology and consumer products. Portfolio investments have included Dell Computers, Health Management Associates, Linear Technology, Micron Technology, Centurion, Team Health, and True Temper Sports. He has served on the boards of more than 30 private and public companies.
Prior to forming Cornerstone, Knox designed and executed the initial Alternative Asset investment strategy at Prudential Financial beginning in 1981 and was Chairman and Chief Executive Officer of Prudential Equity Investors, the private equity subsidiary of Prudential. Knox has been a Trustee of Boston University for over twenty years, and served as Chairman of the Board of Trustees from 2008 to 2016. Knox holds a Bachelor of Arts in Economics and a Master of Business Administration, both from Boston University.
Former leaders from the government and military serve as partners at Pine Island Capital Partners. Capitalizing on their influential networks and drawing on their deep industry knowledge and experience, Pine Island’s Washington, D.C. partners work in tandem with the investment team to source deals, conduct analyses, win bids, close transactions, and directly advise the companies in which we invest.
Former NASA Administrator, Astronaut, USMC General Officer
Retired Marine Corps Major General Charles Frank Bolden Jr. was the Administrator of the National Aeronautics and Space Administration (NASA) from July 2009 until January 2017. Bolden’s 34 year career with the Marine Corps included 14 years as a member of NASA’s Astronaut Office. After joining the office in 1980, he traveled into orbit four times aboard the space shuttle between 1986 and 1994, commanding two of the missions and piloting two others. Today, in addition to his numerous professional affiliations, General Bolden serves as the Founder and CEO Emeritus of The Charles F. Bolden Group, providing leadership in the areas of Space/Aerospace Exploration, National Security, STEM+AD Education and Health Initiatives.
Bolden is a graduate of C.A. Johnson High School in Columbia, SC. He earned a Bachelor of Science degree from the U.S. Naval Academy and a Master of Science degree from the University of Southern California.
Saxby Chambliss served as the U.S. Senator from Georgia from 2003 to 2015; before that, he served as U.S. Representative from Georgia from 1995 to 2003.
During his tenure in the Senate, Saxby served as a member of the Senate Armed Services Committee, the Senate Committee on Agriculture, Nutrition and Forestry and the Senate Rules Committee. He served as Vice Chairman on the Senate Select Committee on Intelligence from 2011 to 2014.
Saxby earned his BA from the University of Georgia and a JD from the University of Tennessee College of Law.
Tom Daschle served as the U.S. Senator from South Dakota from 1987 to 2005. He is one of only two senators to have served twice as both Senate Majority and Minority Leader.
Tom is a leading thinker on climate change, food security and renewable energy policy and has authored several books on historic economic and national security challenges.
He is the founder and CEO of the Daschle Group, a Public Policy Advisory of Baker Donelson and is a co-founder of the Bipartisan Policy Center. Tom also serves as Chair of the Board of Directors at the Center for American Progress and as Vice Chair for the National Democratic Institute. He is a member of the Health Policy and Management Executive Council at the Harvard Kennedy School.
Tom earned his BA from South Dakota State University.
Byron Dorgan served as the U.S. Senator from North Dakota from 1992 to 2011; before that, he served as U.S. Representative from North Dakota from 1981 to 1992.
During his time in the Senate, Byron served as Assistant Democratic Floor Leader and then as Chairman of the Democratic Policy Committee from 1999 to 2011. He was Chairman of Senate Committees and Subcommittees on the issues of Energy, Aviation, Appropriations, Water Policy and Indian Affairs.
He is a Senior Policy Advisor at Arent Fox LLP, Adjunct Visiting Professor at Georgetown University’s Public Policy Institute, Senior Fellow at the Bipartisan Policy Center in Washington, D.C. and founder and Chairman of the Center for Native American Youth, at the Aspen Institute, an organization dedicated to improving the lives of young people on Indian Reservations.
Byron earned his BS from the University of North Dakota and an MBA from the University of Denver.
Former Under-Secretary of Defense
Michèle Flournoy served as the Under Secretary of Defense for Policy from 2009 to 2012. Prior to that, she co-founded and served as President of the Center for a New American Security from 2007 to 2009; she also served as its CEO from 2014 to 2017.
In the mid-1990s, Michèle served as Principal Deputy Assistant Secretary of Defense for Strategy and Threat Reduction and Deputy Assistant Secretary of Defense for Strategy. She is also a former member of the President’s Intelligence Advisory Board and the CIA Director’s External Advisory Board.
She is a co-founder and Managing Partner of WestExec Advisors (a strategic advisory firm), a member of the Defense Policy Board, a Senior Fellow at Harvard’s Belfer Center for Science and International Affairs and serves on the Boards of Directors of CSRA, Amida Technology Solutions, The Mission Continues, Spirit of America and CARE.
Flournoy earned her BA from Harvard University and a masters from Oxford University.
Former House Majority Leader
Dick Gephardt served as the U.S. Representative from Missouri from 1977 to 2005. He served as House Democratic Leader for over 14 years, first as House Majority Leader from 1989 to 1995 and then as House Minority Leader from 1995 to 2003. While in Congress, he also served on the House Ways and Means and Budget Committees.
In his role as House Democratic Leader, Dick emerged as the chief architect to landmark reforms in healthcare, pensions, education, energy independence and trade policy. He has also facilitated multiple negotiations between corporate leaders and the union movement.
He is the President and CEO of Gephardt Group which provides strategic counsel on federal government relations and domestic and international labor relations issues.
Dick earned his BS from Northwestern University and a JD from the University of Michigan.
Former U.S. Ambassador to the UN
Stuart Holliday served as U.S. Ambassador for Special Political Affairs at the United Nations and Coordinator (Assistant Secretary) of the U.S. International Information Programs. Previously, he was Special Assistant to the President at the White House coordinating all executive branch appointments in foreign policy, defense national security and intelligence and homeland security. He also served as Policy Advisor to then Governor of Texas on economic development, international trade, technology and military issues.
He is President and CEO of Meridian International Center, a leading non-partisan institution that seeks to advance global security and prosperity through effective leadership and diplomacy. Stuart also served as an intelligence officer in the United States Navy during Operation Desert Storm and is a regular contributor to CNN and Fox News.
Stuart earned his BSFS from Georgetown University and a masters from the London School of Economics.
Former U.S. Chief of Protocol
Capricia Marshall served as Chief of Protocol of the United States from 2009 to 2013, bearing the rank of Ambassador and setting the stage for diplomacy at the highest levels. From 1997 to 2001, Capricia also served as Deputy Assistant to the President and White House Social Secretary.
Capricia’s book on cultural diplomacy will soon be published by Harper Collins division Echo, advising readers on the use of protocol as a tool for leveraging influence.
She currently serves as Ambassador-in-Residence at the Atlantic Council in Washington, DC and as President of Global Engagement Strategies, which advises international public and private clients on issues relating to the nexus of business and politics. Capricia is also on the Case Western University International Advisory Board, the Board of Trustees for the Blair House Restoration Fund and is a member of the Council of American Ambassadors.
Capricia earned her BA from Purdue University and a JD from Case Western Reserve University School of Law.
Former Chairman, Joint Chiefs of Staff
Mike Mullen is a retired United States Navy Admiral who served as Chairman of the Joint Chiefs of Staff from 2007 to 2011. As top military advisor to both Presidents George W. Bush and Barack Obama, Mike is widely respected as an “honest broker” by policymakers, members of Congress and senior military officers. Mike oversaw the end of the combat mission in Iraq and the development of a new military strategy for Afghanistan, while promoting international partnerships, new technologies and new counter-terrorism tactics.
A 1968 graduate from the U.S. Naval Academy, Mike sought challenging positions including command at every level to develop his leadership skills during his naval career. He rose to be Chief of Naval Operations prior to assuming duties as Chairman, Joint Chiefs of Staff.
He currently serves as a Member of the Board of Directors at General Motors and at Sprint Nextel Corp. He also teaches at the Woodrow Wilson School of International and Public Affairs at Princeton University.
Mike earned his BS from the U.S. Naval Academy.
Don Nickles served as the U.S. Senator from Oklahoma from 1981 to 2005. During his time on the Senate, Don was elected by his peers to several leadership positions including Assistant Majority Leader, served as Chairman of the Senate Budget Committee and was a senior member of the Senate Finance and Energy Committees.
Over his 24 years in the Senate, Don championed economic growth and free enterprise. Among many legislative achievements, Don successfully fought to repeal inheritance tax on surviving spouses, cut dividend and capital gains taxes and repeal the Windfall Profits Tax. He also was a staunch advocate to eliminate onerous regulations, especially in the natural gas markets.
Prior to his time in the Senate, Don served in the Oklahoma State Senate and worked for family-owned Nickles Machine Corporation. He has served on the Boards of Directors at the Chesapeake Energy Corporation and the Valero Energy Corporation.
He is Chairman and CEO of The Nickles Group, a firm he founded in 2005.
He earned his BA from Oklahoma State University.
Former Director of Defense Intelligence, USMC General Officer
Retired Marine Corps Lieutenant General Vince Stewart served as the 20th Director of the Defense Intelligence Agency from 2015 to 2017, the first Marine Corps officer to hold the position, and as Deputy Commander of United States Cyber Command from 2017 to 2019. Since retiring after nearly four decades of military service, he has led his own consulting firm and currently serves as Chief Innovation and Business Intelligence Officer at Ankura.
During his time leading the Defense Intelligence Agency, Stewart oversaw a global organization of more than 16,000 people operating in over 100 countries, providing intelligence assessments directly to the President of the United States and Congress, and serving as chief military intelligence advisor to the Secretary of Defense and Chairman of the Joint Chiefs of Staff. As Deputy Director of United States Cyber Command, he again had responsibility for a workforce of more than 10,000 tasked with securing the Department of Defense’s Information Network, which encompasses three million users in 140 countries, 15,000 distinct networks, and six thousand physical locations. Before his assignments at the Department of Defense, Stewart served successively as Director of Intelligence for the Marine Corps and Commanding General, Marine Forces Cyberspace Command.
Stewart holds a Bachelor of Arts in History from Western Illinois University, a Master of Arts in National Security and Strategic Studies from the United States Naval War College, and a Master of Science in National Resource Strategy from the National Defense University.
THIS WEBSITE DOES NOT CONSTITUTE AN OFFER OF SECURITIES OR INVESTMENT ADVISORY SERVICES TO ANY PERSON.