We are Business Builders Transforming Traditional B2B Service Providers

Capital

Graham Allen was founded in 2008 to capitalize on overlooked markets where innovation capital is limited and partnership can unlock new potential.

Expertise

Combining advanced computing resources with deep data science expertise, we unlock underutilized data to drive smarter decisions, greater efficiency, and consistent growth in the lower-middle market.

Results

Our experience spans investment, operations, and data science—giving us the tools to deliver measurable outcomes. Graham Allen Partners with leaders to translate strategy into sustainable growth and value creation.

Building smarter, stronger companies—together.

For nearly two decades, Graham Allen Partners has been transforming traditional businesses into data-powered organizations that create lasting value.

Current

Exited

Independent Sponsor

Expertise at the
Core of Our Team

Tracy Graham

Managing Principal
Investment Team, Firm Operations, Portfolio Operations
DJ Brown

Analyst, Investment
Investment Team
Brent Kitts

Director, Investment
Investment Team
Rob Klinger

Managing Director
Investment Team
Dianna O’Hare

Senior Associate, Investment
Investment Team
David Roos

Director, Real Estate
Investment Team
Jack Walsh

Sr. Strategic Finance Associate
Investment Team
Vito Brunetti

Senior Associate
Portfolio Operations
Lauren Carroll

Chief Financial Officer
Firm Operations
Shawn Kohn

Director, Technology
Portfolio Operations
Max Manta

Associate
Portfolio Operations
Jason Mascari

Director, User Experience
Portfolio Operations
Tyler Mowery

Director, Portfolio Accounting
Portfolio Operations
Tom Panozzo

Chief Technology Officer
Portfolio Operations
Brian Ritz

Director of Data & Strategy
Portfolio Operations
Kira Conner

HR Generalist
Firm Operations
Brian Davis

Senior Associate
Firm Operations
Dylan Henry

Sr. Associate, Portfolio Accounting
Firm Operations
Jana Jenkins

Director, Controller
Firm Operations
Jessica Kitchens

Assistant to CEO
Firm Operations
Marcia Tatay

Senior Associate, Portfolio Accounting
Firm Operations
Vessy Tyler

Director, Portfolio and Partnership Experience
Firm Operations