We have built a team of investors, operators, and founders that support, trust, and care for one another.
CEO
All Functions
Investing
Operations
All Team Members
Orion Team
Responsible for:
Overall strategy, talent and Orion investments
First job:
Landscaping and dish washing for a local bed and breakfast
Favorite:
Activity: Any outdoor adventure: hiking, cycling, boating, running
Executive Chairman
Overall strategy, talent, and performance of our businesses
Sales for Portman Equipment Company, selling material handling (forklifts, racking, etc.) equipment and maintenance programs
Activity: Coaching youth sports
Investing Principal
The full life-cycle of Orion investments – building relationships with exceptional business owners, evaluating investment opportunities and supporting Orion partner companies
Lifeguard / janitor / swim lessons instructor at the YMCA of central Ohio
Quote: “I am a great believer in luck, and I find the harder I work, the more I have of it.”
Investing Senior Associate
New Orion investments from sourcing deals to executing transactions
Camp counselor
Quote: “Do the best you can until you know better. Then when you know better, do better.”<br>– Maya Angelou
Chief Accounting Officer
Finance
Helping to build a world class finance and accounting team and overseeing financial operations, as well as establishing and maintaining accounting policies across Orion
Dog walker
Quote: "Never let your sense of morals prevent you from doing what is right." – Isaac Asimov
Astra CEO
Astra (Mechanical Services)
Investing Vice President
The full lifecycle of investment opportunities from deal origination to deal execution
Soccer referee
Moment: Riding an ATV in Bali
Driving inorganic growth at Orion through deal activity by managing the full lifecycle of a deal, sourcing through execution
Beach lifeguard
Activity: Hiking to the peak in the summer, and downhill skiing in the winter
SunWorks CEO
SunWorks (Landscaping)
Finance Associate
Supporting financial operations across Orion and our partners
Car washing
British Candy: Percy Pigs (the Marks & Spencer brand only)
Head of Talent
Talent
Finding and growing the amazing talent at Orion and our operating companies
Working at Kimball Farm in Westford, MA (grounds maintenance and making ice cream)
Activity: Anything outdoors: mountain biking, trail running, skiing, swimming. The further remote, the better!
Senior Investing Associate
The full life cycle of investment opportunities from deal origination to deal execution
Mowing lawns
Activity: Running
Building relationships with quality business owners and driving inorganic growth for Orion by identifying and evaluating new investments
Grocery store cashier / stocker
Guitar Chord: G
Investing Associate
Driving the M&A process from sourcing through execution
Tutoring
Feeling: Smashing a driver with a big high draw down the middle of the fairway
Marketing & Communications Associate
This website (and all other Orion marketing initiatives)
Data entry for a nurse practitioner
Movie: Parasite
Poolside waiter
Quote: “The pessimist sees difficulty in every opportunity. The optimist sees the opportunity in every difficulty.”<br>– Winston Churchill
Leo FM CFO
Leo FM (Facilities Maintenance)
Leo FM COO
SunWorks COO
Astra COO
Assistant Controller
Supporting accounting operations across Orion
Cashier at my grandfather's store
Activity: Going to the symphony
Building relationships with business owners and driving inorganic growth for Orion by identifying new investments
Ranch hand
Activity: Skiing fresh tracks on a blue bird powder day
Director of Talent
Attracting and hiring talent at Orion and our operating companies
Receptionist at a hair salon
Activity: Summer beach days with my family that end with lobster rolls and ice cream
Investing Analyst
The full lifecycle of investment opportunities from origination to execution
Commercial fisherman
Lawn game: Spikeball
Connecting people with opportunities and helping Orion and our operating companies find and retain exceptional talent
Lifeguard / swim instructor at a local summer camp program
Moment: Watching the sunrise over Angkor Wat in Cambodia
Investing Manager
Investments and partnerships at Helios
Running a newspaper route
Activity: Soccer. I'm an avid player and fan. In the past, I played professionally in Germany
Office Manager
Keeping Orion HQ moving and providing support to our rapidly growing team
Tutor at Kumon
Quote: "Success is not final; failure is not fatal: It is the courage to continue that counts."<br>— Winston S. Churchill
Astra Group President
Roofing and French drain technician
Activity: Pickleball
SunWorks CFO
Sourcing new businesses
Coach
Activity: Beach volleyball
Talent Analyst
Finding exceptional talent to join and lead in the Orion verticals!
Assistant teacher
Pastime: Making my 1-year-old nephews laugh
Helios CEO
Waitress at a pizzeria
Shopping item: Flowers
Raising goats on my small family farm
Moment: Chasing rainbows at Garganta del Diablo in Argentina
McDonald’s
Activity: Watching a day game in the bleachers at Wrigley Field with a cold beer and a hot dog
Talent Acquisition Partner
Finding and driving, ambitious leaders to join our vertical teams
Neighborhood dog walker
Book: The Alchemist, Paulo Coelho
Senior Talent Acquisition Partner
Hiring exceptional leadership for Orion at the company, regional, and vertical level! I love to connect ambitious and driven individuals with exciting and impactful leadership opportunities that align with their values and goals
Summer camp counselor
Activity: Going out to eat and exploring new restaurants, especially in new cities!
Finance Analyst
Supporting financial operations for Orion and our vertical businesses
Working at a bakery
Activity: Playing with my dog Harley
Director of Learning & Development
Leading Orion's initiatives around learning and development, including leadership and management programs, skills-based training workshops, LMS management, and performance and succession planning processes
Lifeguard and swim instructor at a family-owned pond in Rhode Island
Any and every type of puzzle you can think of!
Looking for the right partners to join the Orion network
High school debate coach
Memory: Completing a hot sauce challenge that was 8 million Scovilles
Helios HVAC/R President
CFO
Anything that helps us create value
Internship at Bain & Company during school
Instrument: the saxophone. I love jazz
The full life cycle of investment opportunities and helping to drive value at Orion partner companies
Busboy at local restaurant
Activity: Surfing
Midnight shift at university IT helpdesk
Activity: Exploring uncharted waters and wildlife
Assisting the Talent team in finding extraordinary leaders to join Orion and our operating companies
Applebee's server
TV Show: Amazing Race
Working with the Investing team to conduct analyses and develop relationships with potential Orion partners
HomeGoods
Yoga Pose: Bird of paradise
Construction
Director: Christopher Nolan
The full life cycle of investment analysis from market research to deal execution
Little league concession stand
Activity: Skiing the Hobacks in Jackson Hole with fresh powder
Leo FM CEO