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OUR TEAM

Charlson Capital Partners has a team of highly skilled individuals. Team members were selected for expertise in both operations as well as investing. Every partner brings unique expertise to the table. When you work with us, you work with the best.
Bretton Wall
Managing Partner
Institutional Partner
Institutional Partner
Institutional Partner
Institutional Partner
Institutional Partner
Individual Partner
Individual Partner
James Johnson
Individual Partner
Individual Partner
Individual Partner
Individual Partner
Individual Partner
Individual Partner
Individual Partner
Individual Partner
Anacapa Partners
David Dodson
Peterson Partners
Ted McCarthy
M2O Incorporated
Gerald Risk
Cambria Group
Bill Egan
Relay Investments
Kent Weaver
Scott Asen
Mark Egan
Rich Augustyn
Matthew Diamond

Managing Partner

Bretton Wall

Bretton hails from a background of diverse experience across multiple industries. At the age of 18 he served for over two years as a missionary in Berlin Germany where he mastered the German language, and helped others find meaning in their lives. After returning from his mission he financed his undergraduate degree by selling security systems door to door.
 
With a bachelors in Accounting from Brigham Young University's #1 ranked accounting program (BusinessWeek), Bretton turned down offers from corporations and accounting firms to join Teach For America and become a high school math teacher in one of the lowest performing areas of the country, the Mississippi Delta. 
 
With lessons in leadership as a high school math teacher, he was well prepared to work with a broad array of individuals as he took on the even bigger challenge of starting a company in the Mississippi Delta. His company, Mississippi River Marathon, Inc., has grown to host the second largest and highest rated full marathon in the state of Mississippi (marathonguide.com).

Upon transitioning away from his company, he decided to pursue a higher education by obtaining a Masters in Business Administration from the Ross School of Business at University of Michigan. At exit he turned down several positions in order to found Charlson Capital Partners, LLC. 

Bretton now manages the day to day activities of Charlson Capital Partners, and anticipates the day when he will step back into an operations facing role.


 
 

Institutional Partner

Individual Partner

Mark Egan
Mark Egan is a founder and Managing Partner at Marion Equity Partners, a Boston based investment firm.  Prior to Marion, Mark focused on growth equity investments in the technology, healthcare, media, and business services industries at Polaris Venture Partners.  Before Polaris, Mark began his career at Alta Communications where he executed investments in the media and telecommunications sectors.
 
Ted McCarthy
Ted McCarthy was an owner/operator of private companies for more than thirty years. Prior to purchasing a company, Ted worked for Citibank’s consumer business in New York, Sydney, Australia and Los Angeles. He has served on the boards of several private companies and charitable organizations. Ted received a BSME from Villanova University and an MBA from the University of Pennsylvania’s Wharton School. Ted is an active angel investor.
David Dodson
David Dodson has been active for fifteen years in the formation of new business through the search fund model. After graduating from Stanford University in 1983, and then the Graduate School of Business in 1987, he joined the faculty as a case writer where, under the direction of H. Irv Grousbeck, he wrote the original course material for search funds–then in its infancy.  After one year as a case writer, David Dodson raised his own search fund, which led to the purchase of Smith Alarm Systems in 1989. He subsequently raised two more search funds to purchase an auto parts retailer and an environmental services firm. During this time, Mr. Dodson became an active investor in and board member of other search funds, investing in over twenty-five search funds. Mr. Dodson has been a director and investor in seventeen middle market companies.
 
Remaining active with the Stanford Graduate School of Business during this time, he has been a regular guest for the New Ventures and Managing Growing Enterprises courses, and is a director of the Stanford Graduate School of Business Alumni Association. He is on the board of: U.S. Fund for UNICEF (Regional), Project Healthy Children, Penn Warranty, Wind River Environmental, Harr Automotive, Eyewitness, Carillon Assisted Living, and Gum Branch Capital.   David Dodson currently divides his time between Stanford University and Project Healthy Children (a nonprofit enterprise with operations in Rwanda, Nepal, Liberia and Malawi). He is also completing his first novel.
 
Kenton Weaver
Kent is currently Chairman and CEO of Progressive Home Care, a Northern California-based health care company.  Previously, Mr. Weaver held executive positions in marketing and product management for a VC-backed marketing automation startup, as a regional CFO and business analyst in Pepsico's Pizza Hut division, and as a management consultant at Ernst & Young. He received his MBA from Fully Employed Program at the University of California, Los Angeles and BS in finance from the University of Southern California.  Hie is currently a board member at VRI, Discovery Outsourcing, Data Fusion Technologies, Onesource Water, Integra Partners and Healthwyse.  
William Egan
Bill is founder and General Partner of Alta Communications and Marion Equity Partners, Massachusetts-based venture capital firms. He founded Alta's predecessor firm, Burr, Egan, Deleage & Co. in 1979, and has identified and backed several of America's leading growth companies in the information technology, life sciences, and communications industries. Prior to founding Burr, Egan, Deleage & Co., Bill was a Partner at TA Associates. He began his career as a Manager of Venture Capital for New England Enterprise Capital Corporation.
 
He is past President and Chairman of the National Venture Capital Association, a Trustee of Fairfield University, a member of the Board of Overseers of The Wharton School and a Trustee of the University of Pennsylvania. He is a member of the Board of CRH plc, and a number of privately held companies. Bill is also a trustee of the Isabella Stewart Gardner Museum and the Duniry Foundation.
 
Bill received a degree in Economics from Fairfield University and an MBA from The Wharton School. 
 
Gerald Risk
Gerald Risk is the President of Asurion, the world's leading provider of handset protection and other value added services to the wireless industry.  Prior to serving as President, Mr. Risk was Asurion's CFO.  Since joining Asurion in 1999, Mr. Risk has been a key member of a management team that has grown the business 200-fold.  Today, Asurion's 5,000 team members serve over 110 million subscribers globally.  
 
Prior to joining Asurion, Mr. Risk helped a wide variety of clients, from Fortune 500 firms to early stage start-ups, execute their strategic and financial plans as an investment banker with Goldman, Sachs & Co.  in San Francisco, Hong Kong and New York.  Mr. RIsk has also worked for Hambrecht and Quist and the provate investment arm of Toronto Dominion Capital.  
 
Mr. Risk is an active mentor of entrepreneurial leaders in the for-profit and non-profit worlds.  In this capacity, Mr. Risk is an active private investor and currently serves on the Board of Directors of Carillon Assisted Living (provider of assisted living services in the Southeast), HealthCPA (provider of medical expense management services for consumers), and QMC Telecom (cell tower operator in Brazil).  
 
Mr. Risk holds an MBA from the Graduate School of Business at Stanford University, where he was an Arjay Miller Scholar and where he serves as a case writer for Jack McDonald, the Stanford Investors Professor of Finance.  Mr. RIsk also holds a Bachelor's Degree in Commerce with honors from Queen's University in Canada where he was on the Dean's list.  
James Johnson
In 1996, Jim co-founded, along with Matt Diamond, Alloy, Inc. a youth-focused media and marketing company. They took the company public in 1999 and built it to become one of the most important youth-focused media and marketing companies of the past two decades.
As Chief Operating Officer of Alloy, Inc., Jim led the merchandising business, which included the Alloy, dELiA*s and CCS brands, and grew it to become one of the largest direct-to-consumer businesses to teens and young adults in the country.  He was also instrumental during key expansions of Alloy’s media business, including the acquisition of Alloy Entertainment, which went on to create for Alloy defining youth culture hits “Gossip Girl,” “The Vampire Diaries,” and “Pretty Little Liars”.
 
In November 2010, Jim and Matt joined forces with Zelnick Media to complete a go-private transaction of Alloy. By 2013 Alloy’s key operating divisions had been acquired by strategic or financial investors, including the 2012 sale of Alloy Entertainment to Warner Bros. Jim currently serves on the board of several private media companies and is active in search investments. Prior to founding Alloy, Jim was a member of GE Company’s Corporate Audit Staff and a graduate of its Financial Management Program.  Jim received his B.A. in History from Hamilton College.
Scott Asen
Scott graduated from Harvard College in 1966. He spent many years in the venture capital industry, successfully managing a family of funds for a wealthy New York investor. He is currently investing solely for his personal account, managing a portfolio of public and private equity investments. He sits on several corporate boards as well as several not-for-profit boards.
 
Richard Augustyn
Rich is Founder and CEO of both NIP Group, a top 100 business insurance broker, and Extensis Group, a top 20 Professional Employer Organization (PEO). Mr. Augustyn has been a successful serial entrepreneur and accomplished investor for more than 20 years.  His investments are focused upon the financial and business services and healthcare sectors. 
 
He currently serves on the board of several high-growth companies and chairs the Market Development Councils of two national insurance companies. His early business success landed him a spot among New Jersey's Forty Under 40, a program that honors young men and women who have made outstanding contributions to their fields.  
Matt Diamond
As CEO of Defy Media, Matt Diamond guides corporate strategy and oversees company management.  He was formerly CEO of Alloy Digital, where he was instrumental in the significant growth of globally recognized and top-ranked media platforms. He played a key strategic role in the recent “merger of equals” with Break Media. In 1996, Matt co-founded Alloy, Inc. together with Jim Johnson, taking the company public in May 1999 and building it to become one of the most important millennial-focused media and marketing companies.
 
As CEO, Matt was instrumental in the establishment of the Alloy Media + Marketing, and lead key expansions, including the acquisition of Alloy Entertainment, the youth media behemoth behind “Gossip Girl,” “The Vampire Diaries,” and “Pretty Little Liars,” which was sold to Warner Bros. Television Group; Channel One, the award-winning television news network for teens; and Alloy Education, a leader in student recruitment solutions for higher education. Until 2005, Alloy included the youth merchandise brands Alloy, CCS and dEliA*s. Under Matt’s leadership, these businesses grew to be among the largest direct marketers to teens and young-adults in the U.S. and were divested via a public to public spinoff. In November 2010, Alloy, Inc. completed a go-private transaction by an investor group led by ZelnickMedia.
 
Prior to founding Alloy, Inc., Matt held positions in the Finance and Operations groups at the General Electric Company, including two years at the company’s offices in Tokyo. Matt also serves on the board of Do Something, Inc. and, in 2009, the youth focused non-profit organization honored him with its Lifetime Achievement Award. He has also supported youth education initiatives in New York City, dedicating his time to the Bronx Academy of Letters and the PENCIL program. Matt graduated Phi Beta Kappa with a B.A. in International Studies at University of North Carolina at Chapel Hill and received his MBA from the Harvard Graduate School of Business.
 
 
The Cambria Group is a private equity firm which acquires and invests in small and mid-sized businesses across a wide range of industries and geographies. Cambria brings a blend of operating and finance experience and works with management both to build and increase the value of the enterprises they run.
Relay Investments is an institutional investor in search funds. Having successfully acquired, built, and sold businesses themselves, Sandro Mina and Martin Steber understand the nuances of acquiring a small business and then assuming the CEO role.
Peterson Partners is a multi-strategy middle market private equity investor that is growth oriented, flexible, and has a long-term mindset. Over the past 11 years, Peterson has raised 7 private equity funds and has made investments across the United States, Canada, and Brazil.
Anacapa Partners is a private equity fund with a strategic focus of investing in operating companies that have been identified by principals operating within the search fund business model, a model that allows for longer holding periods.
 
M2O Inc. is a family run investment fund that invests in high-growth, small to mid-sized companies. Unlike traditional private equity or venture capital groups, the firm's investment horizon is often 10 years or more.