Founder, Managing Partner
Prior to founding Blue Marlin Partners, Peter oversaw and directed investments for the family office of the founder of America Online for ten years, where he was responsible for all financial management and direct investments. In this position he also served as the liaison and trusted advisor for other family offices and high net worth individuals seeking to co-invest. Peter also served as Investment Committee Chairman, Longstreet Partners, Advisor, The Edgewater Funds and numerous boards of directors. Subsequently, Peter was CEO of Platformix and, CEO the American Society of Landscape Architects. Peter received his B.S. in Communications from Marquette University.
Jeff has a long history in middle market investing, having been a private equity investor with the Edgewater Funds and an investment banker with William Blair & Company, for nearly 25 years. He has worked actively with family offices, high net worth investors, institutions, endowments and funds, as well as co-investors. Jeff has served on 15 company Boards of Directors, and has been Chairman of 4. Prior to graduate school, Jeff served worldwide in the U.S. Air Force as an F-16 pilot. Jeff received his B.S. in Computer Science from the United States Air Force Academy, graduating as a Distinguished Graduate, and his M.B.A. from Harvard Business School. He currently serves on the Board of the Air Force Academy Foundation.
David Williams was the Chairman and Chief Executive Officer of Merkle, Inc. He acquired Merkle in 1988. Today, Merkle has more than 11,000 employees in locations in the United States, Europe and Asia, and is one of the largest marketing services companies in the world. Under David’s leadership, Merkle sustained double-digit annual growth for over 30 years. David is the author of the book, Connected CRM: Implementing a Data-Driven, Customer-Centric Business Strategy. Mr. Williams is now CEO of MRE Capital and Chairman of Quality Brands International, a Blue Marlin Company.
Scott Brickman is the retired Chairman and CEO of the Brickman Group, the nation’s largest landscape services company which under his leadership grew from a handful of regional branches to 170 branches throughout the country employing over 12,000 associates. Mr. Brickman is the Chairman of LandCare and RDR Holdings, both Blue Marlin Companies. Active in philanthropy with a focus on poverty, homelessness and education, Mr. Brickman sits on the board of Catholic Charities, The Don Bosco Cristo Rey School, Cal Ripken Sr. Foundation, and is a member of Venture Philanthropy Partners.
Prior to joining Blue Marlin Partners, Christian spent 19 years in the financial services industry working for and with RIAs doing manager due diligence, asset class allocation, and performance analysis for high net worth individuals/families and institutional investors. Most recently, Christian spent 4 years managing a team of analysts at a global bank performing financial reporting on general partners for institutional private equity investors spanning all sectors and geographies.
He received his B.S. in Economics with Finance Applications and M.B.A from Southern Methodist University.
Prior to joining Blue Marlin Partners, Duncan was an Investment Associate at Liberty Hall Capital Partners, a lower middle market buyout firm in South Carolina. Duncan was involved in all aspects of the investment process and spent time on various strategic initiatives across the firm’s portfolio companies. Prior to joining Liberty Hall, Duncan worked in the Leveraged Finance group at Bank of America Merrill Lynch. Duncan received his B.S. in Finance from Wake Forest University.
Becca is a licensed CPA and also a CGMA (Chartered Global Management Accountant). Previously, she held the position of Controller for Capitol Hill Group, a private investment firm focusing on real estate, technology, healthcare, biotech, art, entertainment and asset management. There, she led the preparation of accounting records for several portfolio companies including: developing annual budgets and tracking performance, overseeing the monthly close, projecting and managing cash flows, tax compliance and developing ad hoc reporting as necessary. Her previous experiences include, Fund Accounting Manager at The Carlyle Group and Fund Controller at Perseus LLC. She holds a BSBA in Accounting and Finance from the University of Pittsburgh. She is a graduate of the AICPA Leadership Academy and volunteers on the AICPA International Qualifications Appraisal Board and the GWSCPA Women's Leadership Committee.
Dan has been a longtime advisor to Blue Marlin Partners and has over 35 years’ experience in managing companies, arranging financing transactions and negotiating business arrangements. Longstreet Partners, founded by Dan in 2001, was a private equity and investment banking firm focused on small to mid-sized enterprises. Over 15 years, Longstreet invested in or worked with over 30 different companies in many capacities. Dan has served as chairman and CEO of two publicly traded companies. Dan, a certified public accountant, began his career at Arthur Andersen & Co. in Washington D.C. in 1976 after receiving his Master’s
in Business Administration from the University of Pittsburgh. Dan received his Bachelor’s degree from Lafayette College. Dan serves on the Board of Leadership Mission International, an educational organization for young women in Honduras.
Prior to Blue Marlin, Chris was an Investment Associate at Blackstreet Capital, a lower middle market distressed buyout firm in Maryland. Chris led investment processes from diligence to close and was heavily involved in post-merger integrations, valuations, investor relations, and other portfolio responsibilities. Prior to Blackstreet, Chris was a Corporate Finance and Restructuring Consultant in Chicago. Chris received his B.B.A. in Finance from the University of Notre Dame and his M.B.A. with Honors from the University of Chicago Booth School of Business with concentrations in Finance, Accounting, Entrepreneurship, and Strategic Management. At Booth, Chris was a Co-Chair of the Private Equity Group and the 2022 recipient of the Madison Dearborn Partners Private Equity Award and the Dean's Prize for Building the Booth Brand. Chris is a member of the Beta Gamma Sigma honors society.
Becca is joining Blue Marlin after a fulfilling career supporting and leading strategic initiatives in technology at the Fortune 1 Retailer, spending significant time working with startups and early-stage companies in their journey to commercialize, grow and acquire new customers. Becca spent 17 years as an internal corporate consultant covering strategic initiatives, executive leadership, portfolio management, mergers, acquisitions, and integrations during her tenure at Walmart. Post Walmart, Becca shifted her focus to entrepreneurship and innovation commercialization where she curated connections and relationships between the startup world and Enterprises to solve global business problems.
Becca graduated from the University of Arkansas with a major in Business Information Systems & Analytics. In addition to her role at Blue Marlin, she supports a wide range of companies as a strategic advisor, board member, mentor, and partner. She will support Blue Marlin from the Northwest Arkansas Region.
Joe joined Blue Marlin in October of 2021 and has 25 + years of experience in the financial services industry. Previously, he was an investment banker (Managing Director) with the Bank of Montreal (BMO) and ABN AMRO. While at BMO he provided strategic advice to corporate clients and private equity firms in the food and agribusiness sectors on acquisitions, divestitures and raising debt and equity capital in both the public and private markets. At ABN AMRO, Joe led ~ $1.5 billion in M&A transactions for middle market clients and private equity firms in the business services, consumer products, energy and a variety of manufacturing sectors. Joe received his B.S. in Economics with Financial Applications and M.B.A. from Southern Methodist University.