The Arborists
Gregory J. Purcell
Co-Founder, Chief Executive Officer
Gregory J. Purcell
Co-Founder, Chief Executive Officer
- Co-founded Arbor Investments in 1999
- Previously SVP of Mergers & Acquisitions at one of the largest privately held food & beverage company in the U.S.
- MBA, University of Chicago Booth School of Business
- BS, Marquette University
- Council Member, University of Chicago Booth School of Business
- Member, Polsky Center Private Equity Council at University of Chicago Booth School of Business
- Hometown: Munster, IN
- Avid golfer with two holes-in-one in the same year (with the same club!)
Carl S. Allegretti
President
Carl S. Allegretti
President
- Joined Arbor in 2020
- Over 37 years of financial services expertise and executive leadership
- Previously Managing Partner, Deloitte’s Chicago Office and Global Deloitte Private Company Practice Leader. Prior roles include Chairman and CEO of Deloitte Tax LLP, Vice Chairman of the US Board of Directors, Chairman of Deloitte’s Global Risk Committee, and Managing Partner of Deloitte Canada’s Tax practice
- Former Partner, Arthur Andersen
- Certified Public Accountant (Not Active), Member of the American Institute of Certified Public Accountants
- Board Member: World Business Chicago, Commercial Club Chicago, Imerman Angels, and the National Football Foundation
- Chair of the Audit Committee of Ann and Robert H. Lurie Children’s Hospital of Chicago, Co-Chair of After School Matters Advisory Board
- BS in Accounting, Butler University
- Hometown: Gary, IN
- Avid sports fan and fitness enthusiast having completed 69 marathons and two ultra-marathons.
Timothy G. Fallon
Senior Operating Officer
Timothy G. Fallon
Senior Operating Officer
- Joined Arbor in 2012
- Previously CEO, Columbus Foods, an Arbor portfolio company; completed successful sale to Hormel Foods in November 2017
- Interim CEO, Golden Malted, an Arbor portfolio company
- Over 40 years CPG operating experience as Chairman, CEO, President or General Manager at companies including: Procter & Gamble, Cadbury Schweppes, Pepsi, Vermont Pure/Crystal Rock Holdings, Annie’s Homegrown, and Kettle Foods
- MBA, Temple University, Fox School of Business
- BS, Food Marketing, St. Joseph’s University
- Executive Development program, INSEAD, Fountainbleu, France
- Former investor, board member of Krave Jerky
- Hometown: Philadelphia, PA
- Enjoys road cycling, golf, travel, fishing and scalloping on Nantucket
John Jordan
Chief Operating Officer
John Jordan
Chief Operating Officer
- Joined Arbor as Chief Operating Officer in 2023
- 30 years of food industry experience across consumer branded goods, private label, and ingredients
- Previously CEO of Ornua Co-Op Ltd., one of Ireland’s largest dairy companies exporting to over 120 countries and the owner of the Kerrygold brand. As part of a 30-year career with Ornua, lived and worked twice in the USA, including as CEO of DPI Specialty Foods, selling to Arbor in 2015
- Member of the Institute of Directors
- B.Sc. in Biotechnology, Dublin City University
- M.Sc. in Environmental Resource Management, University College Dublin
- MBA, Trinity College Dublin
- Hometown: Dublin, Ireland
- Passionate Gaelic (Irish) Football and Rugby fan, also enjoy walking our two dogs
Jason L. Booth
Partner, General Counsel
Jason L. Booth
Partner, General Counsel
- Joined Arbor in 2013
- Responsible for all legal aspects of Arbor operations, including transaction execution, portfolio company oversight, risk management, and regulatory compliance
- Previously Partner, DLA Piper LLP (U.S.) and Winston & Strawn, LLP; focus on private equity fund and portfolio company representation
- JD, Harvard Law School, cum laude
- BS, Bradley University, summa cum laude
- Hometown: Pella, IA
- Avid Chicago Cubs fan and outdoor enthusiast
Jim A. Freeman
Partner, Chief Financial Officer
Jim A. Freeman
Partner, Chief Financial Officer
- Joined Arbor in 2022
- Previously SVP Capital Markets and Strategy, MGM Resorts International
- Former SVP and Chief Financial Officer, Fontainebleau Resorts
- MBA, University of Chicago, Booth School of Business
- BS, University of Illinois
- Hometown: Glen Ellyn, IL
- Enjoys sports, music, running and travel
Alison B. Miller
Partner, Chief Strategy Officer
Alison B. Miller
Partner, Chief Strategy Officer
- Joined Arbor in 2018
- Responsible for facilitating and driving growth strategies at Arbor’s portfolio companies
- Previously VP Marketing, Chicago Cubs
- Former Brand Manager at General Mills – Betty Crocker, Honey Nut Cheerios, Chex, and Pillsbury
- MBA, Harvard Business School
- BBA, University of Michigan, Ross Business School
- Former starter and letterwinner, University of Michigan women’s basketball team
- Keystone Board Member, Shirley Ryan AbilityLab
- Hometown: Holland, MI
- Avid golfer and skier. Enjoys gardening, all things HGTV, and is a connoisseur of good food.
Christopher G. A. Tuffin
Partner
Christopher G. A. Tuffin
Partner
- Joined Arbor in 2019
- Previously Director in Bank of America Merrill Lynch’s Consumer & Retail group, focused on food & beverage coverage
- Formerly Director in KPMG’s Transaction Services group in New York, with 10 year career starting in London in their Consumer & Retail group
- Over a decade of experience in consumer products
- MA (Cantab), University of Cambridge
- Fellow of Institute of Chartered Accountants of England & Wales (Not Active)
- Hometown: Hove, England
- Enjoys golf, astronomy and hiking. Completed the West Highland Way in 5 days
Josh R. Schoenfelder
Partner
Josh R. Schoenfelder
Partner
- Joined Arbor in 2014
- Previously Associate and Analyst, Robert W. Baird & Co., consumer investment banking group
- MBA, Northwestern University, Kellogg School of Management
- BS, University of Kansas
- Former Co-chair, Young Associates Board, Positive Coaching Alliance
- Hometown: St. Joseph, MO
- Avid Kansas Jayhawks fan, enjoys travel, barbecuing, golf, fishing, and snowboarding. Cycled 4000 miles cross-country (Seattle to Washington, D.C.)
James R. Durkin
SVP, Operations & Supply Chain
James R. Durkin
SVP, Operations & Supply Chain
- Joined Arbor in 2021
- Most recently was VP of Operations for Blommer Chocolate Company, producer of cocoa products in North America
- Spent 32 years at Kraft Foods in Supply Chain and Manufacturing leadership assignments for Oscar Mayer, Kraft Cheese & Dairy, and Global Engineering
- BS Electrical Engineering, Lehigh University
- Hometown: Allentown, PA
- Enjoys spending time with four children and two Rhodesian Ridgebacks. Hobbies include running, golf and reading
Nancy Fox
Chief People Officer
Nancy Fox
Chief People Officer
- Joined Arbor in 2022
- Responsible for all aspects of human resources for Arbor portfolio companies and Arbor Investments
- Previously Chief People Officer, KBP Investments
- Former professional experience spans public and private organizations leading and elevating human resources functions and organization cultures at Triumph Foods and its joint ventures with Seaboard Foods, Deffenbaugh Industries, Sprint and EMBARQ, VF Corp., and TWA.
- Bachelor’s degree, University of Kansas
- Cornell University Certificate in Human Resources Management
- Past Board Member, Kansas City Corporate Challenge, KFC Foundation, and KBP Cares
- Past Member of University of Kansas, Corporate Advisory Council
- Hometown: Leawood, KS
- Avid Kansas Jayhawks fan, enjoys travel, the arts, good wine, design, pickle ball, and hosting social gatherings
Conor J. Crowley
SVP, Portfolio Finance
Conor J. Crowley
SVP, Portfolio Finance
- Joined Arbor in 2020
- Responsible for portfolio company financial oversight and transaction support
- Previously Chief Financial Officer, DPI Specialty Foods, an Arbor portfolio company
- Former Head of Group Finance, Oruna (Kerrygold)
- Fellow of the Institute of Chartered Accountants Ireland
- Bachelor of Commerce, University College Cork, Ireland
- Hometown: Cork, Ireland
- Classical Pianist; enjoys pickle ball, the arts and travel
Mark L. Grosshans
SVP, Portfolio Finance
Mark L. Grosshans
SVP, Portfolio Finance
- Joined Arbor in 2007 and rejoined in 2019
- Responsible for initiatives pertaining to portfolio company oversight and transaction support
- Previously Chief Financial Officer, Gold Standard Baking; served under two private equity firm owners, including Arbor Investments
- Previous experience in Business Advisory Services at Grant Thornton, LLP
- Certified Public Accountant, Certified Management Accountant, Certified Fraud Examiner
- MSA, Bradley University, Foster College of Business
- BS, Bradley University
- Hometown: Arlington Heights, IL
- Avid runner; enjoys traveling
Jerry B. Cronin
SVP, Information Technology & Accounting
Jerry B. Cronin
SVP, Information Technology & Accounting
- Joined Arbor in 2008
- Responsible for all systems and accounting project initiatives across Arbor portfolio
- Previously Controller & IT Director, Frozen Assets Cold Storage
- Former executive roles at MicroTrain Technologies, Microhard Technologies, Diversified Tape & Graphics, Corporate Project Resources, and Pinnacle Data
- BS, University of Illinois Urbana-Champaign
- PMI PMP, Microsoft MCSE NT 4.0, 2000, 2003, 2008 & 2012, Microsoft Certified Trainer
- Hometown: Northfield, IL
- Avid boater
Andrew Perlman
Associate General Counsel, Chief Compliance Officer
Andrew Perlman
Associate General Counsel, Chief Compliance Officer
- Joined Arbor in 2021
- Previously at Sidley Austin LLP
- JD, University of Michigan Law School
- BSE, BA, University of Pennsylvania
- Hometown: Highland Park, IL
- Enjoys running, woodworking
Michael M. Dorich
Director of Branding
Michael M. Dorich
Director of Branding
- Joined Arbor in 2021
- Responsible for marketing and branding of Arbor portfolio companies and Arbor Investments
- Previously Creative Director, Schafer Condon Carter; leading Chicago Cubs, Kellogg’s Food Service, Eastman Chemical Co., Marquee Sports
- Other Food & Beverage experience: Bob Evans Restaurants, Bob Evans Foods, National Pork Board, Campbell’s Food Service, Terlato Wines, Southern Comfort
- Award winning Art Director & Creative Director
- Hometown: Willow Springs, IL
- Enjoys spending time with his wife Elle and young son along with their two Saint Bernards
Scott A. Farmer
Principal
Scott A. Farmer
Principal
- Joined Arbor in 2021
- Previously Vice President in Bank of America’s Consumer & Retail investment banking group, focused on food & beverage coverage
- MBA, New York University, Stern School of Business
- BS, Wake Forest University
- CFA Charterholder
- Hometown: Orlando, FL
- Enjoys live music (classical and jazz) and plant-based cooking
Eric F. Rauner
Principal
Eric F. Rauner
Principal
- Joined Arbor in 2020
- Previously Vice President at Intrinsic, LLC
- MBA, University of Chicago Booth School of Business
- BS, University of Denver, cum laude
- Hometown: Winnetka, IL
- Avid Peloton rider (favorite instructor is Ally Love) and downhill skier – has conquered Corbet’s Couloir and five of the ‘14ers’ in Colorado
George G. Russell
Principal
George G. Russell
Principal
- Joined Arbor in 2022
- Previously at Goldman Sachs in the Consumer & Retail investment banking group
- Formerly at Antares Capital and General Electric
- MBA, The Wharton School, University of Pennsylvania
- BA, Wesleyan University
- Hometown: New Canaan, CT
- Enjoys playing ice hockey, golfing, and trying new restaurants with his wife
John M. Camp
Managing Director of Business Development
John M. Camp
Managing Director of Business Development
- Joined Arbor in 2013
- Previously Partner, Southfield Capital Advisors
- Held development positions at The Jordan Company, Lincolnshire Management, and Wafra Partners
- Over 35 years of private equity investment experience
- MBA, University of Virginia, Darden School of Business
- BA, University of the South
- Board Member, Jamestown-Yorktown Foundation, Virginia Foundation for Independent Colleges, and Finance Advisory Committee Virginia Historical Society
- Hometown: Alexandria, VA
- Enjoys cycling, hunting, and fishing
Matthew C. Fallon
Director of Portfolio Strategy & Operations *
Matthew C. Fallon
Director of Portfolio Strategy & Operations *
- Joined Arbor in 2023
- Previously Director, Credit Suisse Foreign Exchange and Emerging Market Fixed Income Sales
- Spent 17 years in various positions at Credit Suisse and Wells Fargo in Currency and Fixed Income Sales and Trading roles, ranging from corporate FX hedging to emerging market private credit financings
- BS Spanish Language, College of the Holy Cross
- CFA Charterholder
- Hometown: Bedford, NY
- Enjoys spending time outdoors and traveling with his wife and two children, golf, skiing, and endurance pursuits
Peter G. Bradley
Operating Partner *
Peter G. Bradley
Operating Partner *
- Joined Arbor in 2019
- Over 25 years of global business leadership in the food, specialty chemical and nutritional ingredient industries having held senior roles in North America, Europe, and Asia
- Previously Chairman and CEO of Novel Ingredients
- Former CEO, Warwick International Group
- Former President, Sensient Technologies Corporation
- Previous leadership positions at Frutarom Industries, So Good International and DuPont Protein Technologies
- BA, Manchester University, United Kingdom
Frank Burdzy
Operating Partner *
Frank Burdzy
Operating Partner *
- Joined Arbor in 2021
- Currently CEO and Board Member of Freshstone Brands Inc. – A Canadian prepared foods company
- Formerly President and CEO of Champion Petfoods – an ultra-premium global petfood company
- 35+ years in food processing, agribusiness, supply chain and logistics
- MBA, University of Regina
- An avid golfer and sports fisherman and enjoys spending time with family
Chuck Davis
Operating Partner*
Chuck Davis
Operating Partner*
- Joined Arbor in 2019
- 35 years in numerous positions at Kraft Foods/Mondelez. Most recently Executive VP – R&D, Innovation and Quality
- Previous advisory board positions with NuSeed, Chromocell and Sweegen
- MBA, Fairleigh Dickinson University
- MS Food Science, Rutgers University
- BS Chemistry, University of Massachusetts – Lowell
- Hometown: Jaffrey, NH
- Enjoys skiing, hiking, fitness and travel. Had 10 great years with his family living in Europe while working for Kraft Foods
Tom Halverson
Operating Partner
Tom Halverson
Operating Partner
- Joined Arbor in 2020
- Previously Chief Financial Officer of Inari Agriculture, Inc.
- 20+ years leading middle market mergers and acquisitions at Piper Sandler Companies, focused on consumer, food and agriculture companies. Most recently, Group Head of Agriculture, Clean Technology and Renewables group
- MBA, University of Virginia Darden School of Business
- AB in Economics, cum laude, Harvard College
- Enjoys watching his kids play hockey and spending time with his family “up north” in northern Minnesota
Joe McCarthy
Operating Partner *
Joe McCarthy
Operating Partner *
- Joined Arbor in 2024
- Most recently Chief Supply Chain Officer for Champion Petfoods, a world leader in premium pet foods being sold in over 90 countries
- Previously lead supply chain functions for several private equity portfolio companies including Kettle Brand, Shearer’s Snacks and Pacific Foods
- Over 20 years with PepsiCo’s Frito-Lay division in a wide variety of supply chain roles and locations
- BS, Clarkson University
- Board Member of several companies
- Hometown: Rochester, NY
- Enjoys travel, golfing, boating, reading and activities with family including twin grandchildren
Marty Monnat
Operating Partner *
Marty Monnat
Operating Partner *
- Joined Arbor in 2020
- Most recently Executive Vice President of TriMark USA, a foodservice and equipment supply distributor
- Former President and CEO of Strategic Equipment & Supply Corporation
- Previously CEO, ISI Commercial Refrigeration, an Arbor portfolio company
- Over 40 year career in hospitality industry with senior leadership positions in management, purchasing, operations and sales
- MBA, University of Dallas Braniff School of Management
- BA, Northeastern Illinois University
- Adjunct faculty member, North Texas University College of Merchandising and Hospitality Management
- United States Marine Corps veteran; member, Vietnam Veterans of America
- Hometown: Syracuse, NY
Michael Rodrigue
Operating Partner *
Michael Rodrigue
Operating Partner *
- Joined Arbor in 2020
- Former CEO, DPI Specialty Foods, an Arbor portfolio company
- Previously CEO, Bradshaw International; served under three private equity firm owners including Arbor
- Over 40 year career with Bradshaw International in numerous leadership positions
- U.S. Army Veteran; Noncommissioned Officers Academy
- Hometown: Las Vegas, NV
- Enjoys antique cars and keeping up with eight grandchildren
Bradley White
Vice President Finance
Bradley White
Vice President Finance
- Joined Arbor in 2023
- Previously Audit & Assurance Manager at Deloitte & Touche, LLP
- Certified Public Accountant (Illinois & Michigan), Member of the American Institute of Certified Public Accountants
- MS, Accounting, Michigan State University, Eli Broad College of Business
- BS, Accounting, Michigan State University, Eli Broad College of Business, Honors College
- Hometown: Troy, MI
- Enjoys spending time with his wife and kids, along with their two Chocolate Labs, golfing, and cooking
Hitesh Juneja
Associate
Hitesh Juneja
Associate
- Joined Arbor in 2024
- Previously Analyst, William Blair, Consumer & Retail Investment Banking Group
- BA Economics & Statistics, Northwestern University
- Hometown: Rochester, NY
- Enjoys watching TV, travelling, basketball, weightlifting and Asian cuisine
Bradley Wenner
Associate
Bradley Wenner
Associate
- Joined Arbor in 2024
- Previously Analyst at Macquarie Capital, Consumer, Gaming & Leisure Investment Banking Group
- BS, Loyola University Chicago, Quinlan School of Business
- Hometown: Novi, MI
- Enjoys golf, basketball, travelling, trying new restaurants and all things Detroit sports
Jake White
Associate
Jake White
Associate
- Joined Arbor in 2023
- Previously Analyst, William Blair, Consumer & Retail Investment Banking Group
- BS, Miami University, Farmer School of Business
- Hometown: Copley, OH
- Enjoys running, golfing, cooking, and watching Cleveland sports
Hanson Yan
Associate
Hanson Yan
Associate
- Joined Arbor in 2023
- Previously Associate at BMO Capital Markets, Food, Consumer & Retail Investment Banking Group
- BS, Iowa State University, Ivy College of Business
- Hometown: Waukee, IA
- Enjoys traveling, weightlifting, golf, trying new restaurants, NFL Sundays, and is a devoted Iowa State Cyclone fan
Sylvia L. Lauener
Controller
Sylvia L. Lauener
Controller
- Joined Arbor in 2005
- Responsible for fund financials, management company financials, fund communications, and database management for funds
- Previously Controller, Lydia Home Association, a Chicago-based social service agency
- Former Accountant and Financial Analyst, World Book Educational Products
- BS in Accounting, University of Akron
- Treasurer, First Evangelical Free Church, Chicago
- Hometown: Stow, OH
- Daughter of immigrants, first college graduate in her family, enjoys biking and reading
Kylee Lambie
Senior Accounting Associate
Kylee Lambie
Senior Accounting Associate
- Joined Arbor in 2024
- Previously Audit & Assurance Senior at Deloitte & Touche, LLP
- Certified Public Accountant (Illinois), Member of the American Institute of Certified Public Accountants
- MS, Accounting, University of Mississippi
- BS, Accounting, University of Mississippi
- Hometown: Peoria, IL
- Enjoys travel, Ole Miss football and trying new restaurants
Pamela D. Taylor
Office Manager
Pamela D. Taylor
Office Manager
- Joined Arbor in 2011
- Office Manager, Chicago office
- Executive Assistant to Gregory Purcell and the Arbor team
- Previously Executive Assistant to VP of Marketing/Sales, Wrigley Corp.
- Studied at Richard J. Daley College
- Hometown: Chicago, IL
- Enjoys carpentry, shoes, and Italian food
* See Terms of Use for additional information regarding Operating Partners
