Comvest’s organization is led by a team of experienced professionals that draw from backgrounds in finance, consulting, executive leadership, business development, marketing, and operations.
Direct Lending
Kai is responsible for originating, underwriting, and closing new investments for Comvest’s direct lending strategy. Prior to joining Comvest, Kai was a Senior Analyst at First Citizens Bank, where he worked on the underwriting and portfolio management of broadly syndicated and larger middle market leveraged bank loans, primarily in the institutional loan market.
Kai received a B.S. in Finance and Economics at Stetson University.
*Employees of Operating Advisors Group, L.L.C. (“OAG”), a consulting firm owned by its employees and engaged to work on matters for Comvest. For further information, please refer to Part 2A of the Comvest Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.
*Executive Partners may have business or investment activities unrelated to Comvest. For further information regarding the relationship between Comvest Partners and Executive Partners, please refer to Part 2A of the Comvest Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.
