Team

Peter Watson

Peter Watson is an Advisor at Demopolis Equity Partners bringing >11 years of experience in Strategy Consulting, M&A, Operations, and Technology.

Peter has a sophisticated background developing and implementing strategies on behalf of financial services players, private equity portfolio companies, and startups. Peter leads the Alternatives business at CI Financial, a publicly-listed integrated financial services company. Prior to CI, Peter was a partner in the Boston Consulting Group’s New York office, where he served as a core member of the Private Equity practice. He also led BCG’s Advanced Analytics practice in Asset and Wealth Management.

Peter also has significant operating experience. In addition to time spent overseeing M&A and integration at CI Financial, Peter was previously Head of Data Intelligence and Strategy at WisdomTree Investments.

Peter holds a PhD in Quantitative Biochemistry from the Scripps Research Institute in La Jolla, CA and B.A. in Chemistry and Biology from Carleton College in Northfield, MN.

Cubus Solutions

Cubus provides a suite of software solutions specifically for credit unions which include member notifications (eStatements, eLetters, alerts), member rewards programs and Skip-A-Pay, an automated loan skip program, and Quick Pay, user-friendly digital loan payments.
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Tyfone Inc

Tyfone is the creator of nFinia®, a “dramastically” better retail/commercial digital banking platform for community financial institutions, as well as several platform-agnostic, revenue – generating digital business solutions. Tyfone’s highly configurable platform and broad ecosystem of third-party partners ensure the entire suite is scalable and extensible to meet the needs of any Financial Institution.
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Daniel Puttini

Daniel Puttini is a Senior Associate at Demopolis Equity Partners. He is an experienced professional with a diverse background in investment management, M&A, corporate strategy, and management consulting. Prior to joining Demopolis, Daniel served as an Investment Banking Associate at Robert W. Baird in Chicago focusing in M&A. He also worked as a Corporate Strategy Manager at Santander in Brazil, where he served as a Chief of Staff to the CEO of an in-house payment services fintech. Daniel started his career as a Management Consultant at McKinsey & Company working on projects across Latin America.

Daniel holds an MBA from the Kellogg School of Management with a focus on Finance and principal investments and a BSc in Electrical Engineering from Universidade de Brasilia. In his personal life, Daniel and his wife Barbara are proud parents of their daughter. Daniel loves soccer, traveling, coffee and cooking.

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Workjam

Workjam provides the world’s leading digital workplace specifically geared towards frontline employees of large enterprises, with a single app that provides essential solutions to manage the frontline including Two-way communication, Employee learning, Shift swapping / management, Task management etc.
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Marcell King

Marcell is an accomplished software executive with 20 years experience in strategy, operations, sales, marketing, product management, client services and P&L management. Marcell has strong experience and a successful track record of building and managing high growth technology and payment businesses.

Marcell worked closely with members of the Demopolis team in helping to build Payveris into a market leader resulting in a 6X exit to Paymentus, a KKR backed company. Marcell worked closely with Tim Greenfield to lead the formation of the Payveris CUSO (Credit Union Servicing Organization) which was a strategic financing vehicle that enabled credit unions to invest in the company. This strategy turned potential customers into strategic partners which led to the company securing larger commercial deals and becoming a market leader.

Prior to Payveris, Marcell held executive level positions at Amazon (Global Gift Card Channel), InComm (an industry leader in prepaid card and transaction technologies, products and services), Open Solutions (Fintech Core Banking Software Platform), Timely Rewards and BankServ.

Marcell graduated from Boise State University where he majored in Marketing and Finance and was four-year letterman on the Football team. He is the proud father of two boys and one girl and is an avid golfer who enjoys traveling to interesting destinations around the globe.

James J. Smith

James Smith is a Partner and Managing Director of Demopolis Equity Partners. He is an experienced finance and investment professional with a broad background in fundraising, capital management and operations. Prior to Demopolis, James was a Managing Director at Diamond Hill Capital Management where he led the institutional sales team.

Previous experience includes senior roles at Ariel Investments, MFS Investment Management, PineBridge Investments, and Goldman Sachs. James has a stellar track record in fundraising having raised over $12 Billion in institutional assets across his 25 year career in asset management. While at MFS, he was recognized as the multi-year recipient of the “More Than Your Share” award for his asset growth results. In addition to direct sales, James is also experienced in managing and servicing relationships with asset owners as well asset allocators.

Additionally, James formed a successful Private Equity Search Fund where he acquired and successfully operated a national elementary education enrichment business. In 2013, he led a capital raise for a healthcare startup which successfully launched and was acquired in 3 years resulting in a 4X MOIC at exit with potential to expand to 6X with achievement of an earnout.

After completing his undergraduate studies, James gained valuable operations experience as an engineer and manager with The Procter and Gamble Company.

James holds a Master of Business Administration from the Kellogg Graduate School of Management at Northwestern University, a Master of Manufacturing Engineering from the McCormick School of Engineering at Northwestern University and a Bachelor of Science in Mechanical Engineering from Princeton University. He is a proud father of a son and two daughters and keeps himself busy following their basketball and volleyball games along with his wife Chelsea. On a personal level James enjoys competing in basketball leagues and he enjoys golf and classic cars.

Chandra Sekhar Kartha

Chandrasekhar is an experienced M&A professional with over 10 years of experience in Investment Banking, Strategy and Corporate M&A across industries.

Prior experience includes working at Black Dragon Capital with the Demopolis leadership team throughout the majority of the fund cycle leading portfolio company sourcing, due diligence, and financial analysis. Prior to Black Dragon, Chandrasekhar worked in Corporate Development at IGATE, an NYSE listed IT services company, and was also a part of the Aerospace M&A team at Honeywell. He began his post MBA career at HSBC Investment Banking.

Chandrasekhar has an MBA in Finance & Strategy from Xavier Institute of Management Bhubaneswar, India and a Bachelors in Engineering from Calicut University, India in Electronics and Communications.

Wanda Felton

Wanda Felton is a Partner and Head of Investor Relations at Demopolis. She brings more than 25 years of financial industry experience to the role, including private equity fundraising and capital allocation experience at leading platforms.

Prior to joining Demopolis, Wanda was a Senior Advisor to Spencer Stuart’s North American Board Practice, focused on diversity and First Vice President and Vice Chair of the Export-Import Bank, appointed by President Obama.

Prior to joining the Obama Administration, Wanda raised capital for fund sponsors as a member of the Private Funds Group at Credit Suisse First Boston and at Helix Associates (a division of Jefferies). Previously, she led due diligence at Hamilton Land Advisors. Earlier in her career, Wanda worked in corporate finance at Alex. Brown & Sons Incorporated and at Citibank.

Wanda is an independent director of The Greenbrier Companies (NYSE: GBX) and a trustee of The Cooper Union for the Advancement of Science and Art. She is a member of the Executive Leadership Council, the Council on Foreign Relations, and PEWIN and has served on the boards of numerous education and arts organizations.

Wanda holds an MBA from Harvard Business School and B.A. from the University of Pennsylvania.

Tim Greenfield

Tim Greenfield is the Managing Partner of Demopolis Equity Partners. Prior to Demopolis, Tim has a long track record in private equity building strong teams and collaborating with talented management teams to generate well above market returns. In addition to his track record in PE, Tim is an experienced operator who has held numerous C-Level positions in technology companies. Tim’s early career included training in GE’s management program and consulting at McKinsey. This unique combination of experiences as a professional investor, operator and consultant allows Tim and the Demopolis team to uniquely partner with management teams to build strategies that drive growth and value creation.

Tim holds an MBA from the Kellogg Graduate School of Management at Northwestern University, a Master of Manufacturing Engineering from the McCormick School of Engineering at Northwestern University and a Bachelor of Science in Mechanical Engineering from the University of Michigan.

In his personal life, Tim and his wife Jai Jai are proud parents of two boys and he is an avid cyclist, classic car enthusiast and an audiophile.

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Our Team

Tim Greenfield

James J. Smith

Wanda Felton

Marcell King

Peter Watson

Chandra Sekhar Kartha

Daniel Puttini

Tim Greenfield

Wanda Felton

Chandra Sekhar Kartha

Our Team

TIM GREENFIELD

Wanda Felton

Chandra Sekhar Kartha

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