Brad is a Managing Director of Owner Resource Group. He co-heads the ORG Private Equity Group and serves on the Investment Committee.
Over his 30 years in management consulting and private equity, he was been involved in a wide variety of transactions and has been a Board Member for 18 companies.
Prior to joining ORG, Brad was a Partner with Inverness Management and Wand Partners, both New York based private equity firms. Brad began his career as a management consultant in the Restructuring Division of Arthur Andersen LLP.
Brad received his B.S. from the University of Pennsylvania Wharton School and his M.B.A. with honors from the Columbia University Graduate School of Business.
Brad lives in Austin with his wife and three children.
Informed Partners are The Best Partners
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Inc. Names Owner Resource Group Founder-Friendly Investor for Fifth Year in a Row
We’re thrilled to share that Owner Resource Group has earned recognition from Inc. Magazine as a Founder-Friendly Investor for the fifth consecutive year in 2026. This achievement underscores our unwavering dedication to a different approach built on trust, transparency, and authentic collaboration with founders.
Pitfalls to Avoid in Business Transitions
Most founders think deals die in negotiations, but they typically die in due diligence. After 17 years in private equity, Melissa has seen the patterns that separate successful M&A processes from failed ones. Financial trends, management fit, customer durability, and owner dependency are the real deal killers. Learn what buyers actually care about and how to build your business for a strong exit.
OTR Engineered Solutions CEO: The Conversation Founders Need to Hear
When OTR Engineered Solutions needed a partner, they found one that asked about culture, vision, and what they were building. In this conversation, CEO Oscar Torres explains why he says ORG is not like every other private equity firm and what that means for founders looking to take their business to the next level.