Orion

Vertical Leadership

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Isaiah Brown

Isaiah Brown

CEO

All

Investing

All

Operations

All

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Isaiah Brown

Isaiah Brown

CEO

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

Will Adams

Will Adams

Executive Chairman

All

Operations

All

All

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Will Adams

Will Adams

Executive Chairman

Responsible for:

Overall strategy, talent, and performance of our businesses

First job:

Sales for Portman Equipment Company, selling material handling (forklifts, racking, etc.) equipment and maintenance programs

Favorite:

Activity: Coaching youth sports

Daniel Cunha

Daniel Cunha

CFO

All

Finance

All

All

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Daniel Cunha

Daniel Cunha

CFO

Responsible for:

Anything that helps us create value

First job:

Internship at Bain & Company during school

Favorite:

Instrument: the saxophone. I love jazz

Seth Matheson

Seth Matheson

Head of Talent

All

Talent

All

All

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Seth Matheson

Seth Matheson

Head of Talent

Responsible for:

Finding and growing the amazing talent at Orion and our Operating Companies.

First job:

Working at Kimball Farm in Westford, MA. Grounds maintenance, making and scooping ice cream.

Favorite:

Activity: Anything outdoors: mountain biking, trail running, skiing, swimming. The further remote, the better!

Max Agranoff

Max Agranoff

Investing Principal

All

Investing

All

Heavy Mechanical Services

Multi-Site Mechanical Services

All

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Max Agranoff

Max Agranoff

Investing Principal

Responsible for:

The full life-cycle of Orion investments – building relationships with exceptional business owners, evaluating investment opportunities and supporting Orion partner companies

First job:

Lifeguard / Janitor / Swim Lessons instructor at the YMCA of Central Ohio

Favorite:

Quote: “I am a great believer in luck, and I find the harder I work, the more I have of it.”

Nicole Zivkovic

Nicole Zivkovic

Senior Investing Associate

All

Investing

All

All

Multi-Site Mechanical Services

Heavy Mechanical Services

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Nicole Zivkovic

Nicole Zivkovic

Senior Investing Associate

Responsible for:

New Orion investments from sourcing deals to executing transactions

First job:

Camp Counselor

Favorite:

Quote: “Do the best you can until you know better. Then when you know better, do better.” – Maya Angelou

George Bagdassarian

George Bagdassarian

Chief Accounting Officer

All

Finance

All

All

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George Bagdassarian

George Bagdassarian

Chief Accounting Officer

Responsible for:

Helping to build a world class finance and accounting team and overseeing financial operations, as well as establishing and maintaining accounting policies across Orion

First job:

Dog Walker

Favorite:

Quote: "Never let your sense of morals prevent you from doing what is right." – Isaac Asimov

Arya Narasimhan

Arya Narasimhan

Investing Vice President

All

Investing

All

All

Commercial Landscaping

Facilities Maintenance

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Arya Narasimhan

Arya Narasimhan

Investing Vice President

Responsible for:

The full lifecycle of investment opportunities from deal origination to deal execution

First job:

Soccer Referee

Favorite:

Moment: Riding an ATV in Bali

Madison MacRitchie

Madison MacRitchie

Senior Investing Associate

All

Investing

All

All

Commercial Landscaping

Facilities Maintenance

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Madison MacRitchie

Madison MacRitchie

Senior Investing Associate

Responsible for:

Driving inorganic growth at Orion through deal activity by managing the full lifecycle of a deal, sourcing through execution

First job:

Beach lifeguard

Favorite:

Activity: Hiking to the peak in the summer, and downhill skiing in the winter

Tom Mortimer

Tom Mortimer

Finance Associate

All

Finance

All

All

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Tom Mortimer

Tom Mortimer

Finance Associate

Responsible for:

Supporting finance across Orion and our partners

First job:

Car washing

Favorite:

British Candy: Percy Pigs (the Marks & Spencer brand only)

Max Thompson

Max Thompson

Investing Vice President

All

Investing

All

All

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Max Thompson

Max Thompson

Investing Vice President

Responsible for:

The full life cycle of investment opportunities from deal origination to deal execution

First job:

Mowing Lawns

Favorite:

Activity: Running

Josh Bernstein

Josh Bernstein

Senior Investing Associate

All

Investing

All

All

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Josh Bernstein

Josh Bernstein

Senior Investing Associate

Responsible for:

Building relationships with quality business owners and driving inorganic growth for Orion by identifying and evaluating new investments

First job:

Grocery store cashier / stocker

Favorite:

Guitar Chord: G

Guy Waterhouse

Guy Waterhouse

Investing Associate

All

Investing

All

Commercial Landscaping

Facilities Maintenance

All

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Guy Waterhouse

Guy Waterhouse

Investing Associate

Responsible for:

Driving the M&A process from sourcing through execution

First job:

Tutoring

Favorite:

Feeling: Smashing a driver with a big high draw down the middle of the fairway

Alicia Kang

Alicia Kang

Marketing & Communications Associate

All

Operations

All

All

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Alicia Kang

Alicia Kang

Marketing & Communications Associate

Responsible for:

This website (and all other Orion marketing initiatives)

First job:

Data entry for a nurse practitioner

Favorite:

Movie: Parasite

Sequoyah Perry

Sequoyah Perry

Investing Associate

All

Investing

All

All

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Sequoyah Perry

Sequoyah Perry

Investing Associate

Responsible for:

The full lifecycle of investment opportunities from deal origination to deal execution

First job:

Poolside waiter

Favorite:

Quote: “The pessimist sees difficulty in every opportunity. The optimist sees the opportunity in every difficulty.” – Winston Churchill

Dylan Kimmons-Ruikka

Dylan Kimmons-Ruikka

Assistant Controller

All

Finance

All

All

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Dylan Kimmons-Ruikka

Dylan Kimmons-Ruikka

Assistant Controller

Responsible for:

Supporting accounting operations across Orion

First job:

Cashier at my grandfather's store

Favorite:

Activity: Going to the symphony

Elly Gluschke

Elly Gluschke

Investing Associate

All

Investing

All

All

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Elly Gluschke

Elly Gluschke

Investing Associate

Responsible for:

Building relationships with business owners and driving inorganic growth for Orion by identifying new investments

First job:

Ranch hand

Favorite:

Activity: Skiing fresh tracks on a blue bird powder day

Ashley Thompson

Ashley Thompson

Director of Talent

All

Talent

All

No items found.
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Ashley Thompson

Ashley Thompson

Director of Talent

Responsible for:

Attracting and hiring talent at Orion and our operating companies

First job:

Receptionist at a hair salon

Favorite:

Activity: Summer beach days with my family that end with lobster rolls and ice cream

Emery Zahner

Emery Zahner

Investing Associate

All

Investing

All

All

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Emery Zahner

Emery Zahner

Investing Associate

Responsible for:

The full lifecycle of investment opportunities from origination to execution

First job:

Commercial fisherman

Favorite:

Lawn game: Spikeball

Carolyn Kimmick

Carolyn Kimmick

Director of Talent

All

Talent

All

All

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Carolyn Kimmick

Carolyn Kimmick

Director of Talent

Responsible for:

Connecting people with opportunities and helping Orion and our operating companies find and retain exceptional talent

First job:

Lifeguard / swim instructor at a local summer camp program

Favorite:

Moment: Watching the sunrise over Angkor Wat in Cambodia

Steve Saunders

Steve Saunders

Helios M&A Manager

All

Investing

All

All

Multi-Site Mechanical Services

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Steve Saunders

Steve Saunders

Helios M&A Manager

Responsible for:

Investments and partnerships at Helios

First job:

Running a newspaper route

Favorite:

Activity: Soccer. I'm an avid player and fan. In the past, I played professionally in Germany

Jessica Tran

Jessica Tran

Office Manager

All

Operations

All

All

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Jessica Tran

Jessica Tran

Office Manager

Responsible for:

Keeping Orion HQ moving and providing support to our rapidly growing team

First job:

Tutor at Kumon

Favorite:

Quote: "Success is not final; failure is not fatal: It is the courage to continue that counts." — Winston S. Churchill

Dan Teti

Dan Teti

Senior Investing Associate

All

Investing

All

All

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Dan Teti

Dan Teti

Senior Investing Associate

Responsible for:

Building relationships with business owners and driving inorganic growth for Orion by identifying new investments

First job:

Roofing and French Drain technician

Favorite:

Activity: Pickleball

Michaela Keefe

Michaela Keefe

Investing Associate

All

Investing

All

No items found.
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Michaela Keefe

Michaela Keefe

Investing Associate

Responsible for:

Sourcing new businesses

First job:

Coach

Favorite:

Activity: Beach Volleyball

Emily Ryan

Emily Ryan

Talent Analyst

All

Talent

All

No items found.
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Emily Ryan

Emily Ryan

Talent Analyst

Responsible for:

Finding exceptional talent to join and lead in the Orion verticals!

First job:

Assistant Teacher

Favorite:

Pastime: Making my 1 year old nephews laugh

Angela Maria De Santis

Angela Maria De Santis

Investing Analyst

All

Investing

All

No items found.
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Angela Maria De Santis

Angela Maria De Santis

Investing Analyst

Responsible for:

The full lifecycle of investment opportunities from deal origination to deal execution

First job:

Waitress at a pizzeria

Favorite:

Shopping item: flowers

Zoe McDowell

Zoe McDowell

Investing Analyst

All

Investing

All

No items found.
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Zoe McDowell

Zoe McDowell

Investing Analyst

Responsible for:

The full lifecycle of investment opportunities from deal origination to deal execution

First job:

Raising goats on my small family farm

Favorite:

Moment: Chasing rainbows at Garganta del Diablo in Argentina

Ryan MacDonald

Ryan MacDonald

Senior Investing Associate

All

Investing

All

No items found.
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Ryan MacDonald

Ryan MacDonald

Senior Investing Associate

Responsible for:

The full life cycle of investment opportunities from deal origination to deal execution

First job:

McDonald’s

Favorite:

Activity: Watching a day game in the bleachers at Wrigley Field with a cold beer and a hot dog

Edens Saint Fleur

Edens Saint Fleur

Talent Acquisition Partner

All

All

All

Talent

No items found.
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Edens Saint Fleur

Edens Saint Fleur

Talent Acquisition Partner

Responsible for:

Finding and driving, ambitious leaders to join our vertical teams.

First job:

Neighborhood dog walker

Favorite:

Book: The Alchemist, Paulo Coelho

Emma Christie

Emma Christie

Senior Talent Acquisition Partner

All

Talent

All

All

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Emma Christie

Emma Christie

Senior Talent Acquisition Partner

Responsible for:

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 at Orion that align with their values and goals.

First job:

Summer camp counselor

Favorite:

Activity: Going out to eat and exploring new restaurants, especially in new cities!

Aurelia Han

Aurelia Han

Finance Analyst

All

Finance

All

No items found.
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Aurelia Han

Aurelia Han

Finance Analyst

Responsible for:

Leading financial and operational projects for Orion and our vertical businesses

First job:

Bakery

Favorite:

Activity: Playing with my dog Harley

Alex Zink

Alex Zink

Director of Learning & Development

All

Talent

All

All

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Alex Zink

Alex Zink

Director of Learning & Development

Responsible for:

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

First job:

Lifeguard and swim instructor at a family-owned pond in Rhode Island

Favorite:

Any and every type of puzzle you can think of!

Robbie Steirn

Robbie Steirn

Investing Associate

All

Investing

All

No items found.
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Robbie Steirn

Robbie Steirn

Investing Associate

Responsible for:

Looking for the right partners to join the Orion network

First job:

High school debate coach

Favorite:

Memory: Completing a hot sauce challenge that was 8 million Scovilles

Joel Fonseca

Joel Fonseca

Investing Vice President

All

Investing

All

All

Multi-Site Mechanical Services

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Joel Fonseca

Joel Fonseca

Investing Vice President

Responsible for:

The full life cycle of investment opportunities and helping to drive value at Orion partner companies

First job:

Busboy at local restaurant

Favorite:

Activity: Surfing

Naishadh Sambrani

Naishadh Sambrani

Investing Associate

All

Investing

All

All

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Naishadh Sambrani

Naishadh Sambrani

Investing Associate

Responsible for:

The full life cycle of investment opportunities from deal origination to deal execution

First job:

Midnight shift at university IT helpdesk

Favorite:

Activity: Exploring uncharted waters and wildlife

Jannel Mariano

Jannel Mariano

Talent Analyst

All

Talent

All

All

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Jannel Mariano

Jannel Mariano

Talent Analyst

Responsible for:

Assisting the Talent team in finding extraordinary leaders to join Orion and our operating companies

First job:

Applebee's server

Favorite:

TV Show: Amazing Race

Angie Xiao

Angie Xiao

Investing Analyst

All

Investing

All

All

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Angie Xiao

Angie Xiao

Investing Analyst

Responsible for:

Working with the Investing team to conduct analyses and develop relationships with potential Orion partners

First job:

HomeGoods

Favorite:

Yoga Pose: Bird of paradise

Nathan Rudnick

Nathan Rudnick

Investing Analyst

All

Investing

All

All

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Nathan Rudnick

Nathan Rudnick

Investing Analyst

Responsible for:

The full life cycle of investment opportunities from deal origination to deal execution

First job:

Construction

Favorite:

Director: Christopher Nolan

Clayton Miller

Clayton Miller

Investing Analyst

All

Investing

All

All

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Clayton Miller

Clayton Miller

Investing Analyst

Responsible for:

The full life cycle of investment analysis from market research to deal execution

First job:

Little league concession stand

Favorite:

Activity: Skiing the Hobacks in Jackson Hole with fresh powder

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