Advantage Capital’s Annual Impact Report
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Advantage Capital’s Annual Impact Report
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Our Team

As a company, we pride ourselves on our people.  We have a dynamic team of professionals who possess diverse but extremely relevant backgrounds.
Leadership
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St. Louis

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Louis Dubuque

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Louis Dubuque
Managing Director

Louis Dubuque, a managing director, board member and chief credit officer, works on formulating investment policy, identifying and closing new investments and managing the firm's debt portfolio. He also serves on the board of the government-guaranteed lending division of Advantage Capital. During his tenure with the firm, he has been instrumental in helping raise more than $800 million in capital and has been involved with more than 50 investments totaling in excess of $300 million.

Louis joined Advantage Capital after nine years at U.S. Bank, where he served as senior vice president. At U.S. Bank, he created and managed a $400 million subordinated debt fund and directed the capital markets division’s middle market group. Louis also spent six years as a commercial loan officer for JP Morgan Chase (formerly First Chicago/NBD Bank).

Louis holds an MBA from Washington University in St. Louis and a bachelor’s degree in accounting and business administration from Washington and Lee University in Lexington, Virginia. He is a certified public accountant. In recognition of his professional achievements and community involvement, he was named to the St. Louis Business Journal’s 40 Under 40 list in 2003. Mr. Dubuque also serves on board of the CRUDEM Foundation.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Jonathan Goldstein

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Jonathan Goldstein
Managing Director

Jonathan Goldstein is an experienced investment executive with a background in venture capital, renewable energy and urban investing. He serves as a member of Advantage Capital’s investment committee and leads the firm’s tax credit syndication group. He is also a member of both the firm’s strategy council and the clean energy investment team. Prior to joining Advantage Capital in 2010, Jonathan served on the board at McCormack Baron Salazar, the leading urban revitalization firm in the country, overseeing the Project Finance group, the various private, governmental and community funding sources. He also oversaw MBS’s New Markets Tax Credit practice, including $210 million in allocations from the U.S. Treasury.

Jonathan founded Sunwheel Energy Partners, an affiliated firm specializing in solar energy programs. Since beginning his career as an attorney, clerking for a federal appellate judge and serving as an Assistant U.S. Attorney with the Justice Department, he also helped found Taproot Ventures, a Silicon Valley venture capital firm, where he sourced and structured investments in technology companies. He serves on the boards of Advantage Capital portfolio companies Nextility and SDBIC. He is a member of the Board and Executive Committee for the New Markets Tax Credit Coalition and on the board of Rise, a regional nonprofit dedicated to housing and urban revitalization. In 2012, he was named to the “Who’s Who in Energy List” by a coalition of regional Business Journals. He holds a J.D. from Washington University, where he graduated first in his class, and a bachelor’s degree from Yale.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Sandra M. Moore

Managing Director/Chief Impact Officer
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Sandra M. Moore
Managing Director/Chief Impact Officer

Sandra M. Moore is managing director and chief impact officer at Advantage Capital, a growth equity firm founded in 1992 with over $3.6 billion AUM.  The firm focuses on high growth and high wage business investing in communities where access to investment capital has historically been hard to find.  Sandra is a member of the Advantage Capital investment committee and a direct advisor to the diligence and structuring teams.

Sandra is also a member of the Advantage Capital fundraising team, which has brought in $225 million in capital during her four–year tenure. She has built the Advantage Capital Impact team, which creates data-driven initiatives to track and expedite portfolio growth, leads the communications and branding team and serves as the external-facing representative for Advantage Capital.

Prior to joining Advantage Capital, Sandra was the president of Urban Strategies, a national nonprofit corporation that works exclusively with for profit housing developers to rebuild distressed urban core communities using mix-finance, multi-family housing as the revitalization platform.

Sandra formerly served as the CEO of the Missouri Family Investment Trust, a public-private partnership entity leading Missouri’s multi-system reform efforts.  Prior to joining the Family Investment Trust, Sandra was senior vice president of St. Louis 2004, Inc., a region-wide effort, led by business, civic and political leaders, to transform the St. Louis regional economy and gear it for exponential growth in the 21st century.

She is the former director of the Missouri Department of Labor and Industrial Relations (DOLIR), where she served as a member of then Governor Mel Carnahan’s cabinet, and a former administrative judge with the United States Equal Employment Opportunity Commission.

Sandra is a graduate of Washington University in St. Louis, MO.  She received her J.D. from the School of Law and a bachelor’s degree in Urban Studies from the College of Arts and Sciences.

Sandra is committed to the growth, development and empowerment of people and the communities where they live.  She serves on several local and national boards and committees that work to strengthen the fiber of community, and she is a sought-after speaker and thought leader on these issues.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Corey Archibeque

Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Corey Archibeque
Associate

Corey Archibeque is an associate at Advantage Capital. As a member of the investment team, Corey is responsible for screening potential investment opportunities, performing due diligence and monitoring portfolio companies.      

Corey received his MBA from Vanderbilt University's Owen Graduate School of Management and his bachelor's degree in civil engineering from the United States Military Academy at West Point.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Tom Bitting

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Tom Bitting
Managing Director

Tom Bitting is one of the founding members of Advantage Capital’s renewable energy investment platform and currently leads the sourcing and underwriting for all of the fund’s solar project investments. In that capacity, he is responsible for structuring and underwriting transactions, performing due diligence, managing investments and seeking new opportunities to deploy fund capital effectively. Tom also serves as a member of the solar Investment Committee.

Prior to joining the firm, Tom served as a vice president in the commercial credit administration division of Pulaski Bank. In that role, he assessed investment risk, collaborated with lenders to develop customized financing options to best serve customer needs, and made loan approval decisions for new and existing customers. He served as a member of the bank’s Risk Management Committee and was responsible for monitoring and assessing a number of bank-wide loan portfolio and balance sheet metrics.

Tom received his MBA from Saint Louis University and his bachelor’s degree in accounting from Bucknell University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Alexandra Blake

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Alexandra Blake
Analyst

Alexandra Blake is an investment analyst at Advantage Capital. As a member of the investment team, she provides due diligence support, helps underwrite new investments, and aids in growth initiatives at the firm's portfolio companies.

Prior to Advantage Capital, Alexandra was a capital planning intern for Ameren and a development intern for Christian Community Service Center in Houston.

Alexandra received her bachelor’s degree in finance and entrepreneurship and a minor in writing from Washington University in St. Louis.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Mitch Boyer

Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Mitch Boyer
Associate

Mitch Boyer is an associate at Advantage Capital. As a member of the firm’s investment team, his primary responsibilities include helping underwrite new investments, performing due diligence and aiding in growth initiatives for the firm’s portfolio companies.

Prior to joining Advantage Capital, Mitch was at Commerce Bank where he worked as a commercial banking officer.

Mitch received his bachelor’s degree in finance from Indiana University Bloomington.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Maggie Brennan

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Maggie Brennan
Vice President

Maggie Brennan is a Vice President on Advantage Capital’s Partner Services team. Prior to her role at Advantage Capital, Maggie was a Managing Consultant at FUND Consulting, a Senior Analyst at the National Community Investment Fund, and a Social Enterprise Manager at Rabble.

Maggie received her MPA focused on Urban Policy from Columbia University School of International and Public Affairs and a B.A. in Public Policy Analysis from Vanderbilt University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Sarah Collier

Tax Manager
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Sarah Collier
Tax Manager

Sarah Collier is a tax manager at Advantage Capital. In this role, Sarah services the firm’s leverage lending portfolio and manages income tax compliance for the firm’s entities and their associated federal and state tax filings.

Prior to joining Advantage Capital, Sarah was a Manager at the Insourced Solutions for Tax Group at PricewaterhouseCoopers (PwC) where she reviewed tax returns, tax provisions, and tax account reconciliations for Bayer Corporation.

Sarah received her master’s in accounting from the University of Missouri–St. Louis and her bachelor’s in accounting from Truman State University. She is a Certified Public Accountant in the State of Missouri.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Kyra Conciatori

Impact Research Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Kyra Conciatori
Impact Research Analyst

Kyra Conciatori is an impact research analyst on the Partner Services team at Advantage Capital, where she conducts research on economic and community development topics to support various business lines, including applications for governmental resources, raising capital, and guiding investment decisions. Prior to joining Advantage Capital, Kyra served in several impact-oriented roles including as an intern on the Impact Management, Monitoring and Learning team at the U.S. International Development Finance Corporation (DFC) and the Program Strategy & Impact team at CARE USA. She began her career at Massachusetts General Hospital on the corporate philanthropy team.

Kyra received her master’s degree in international affairs with a concentration in business for social impact from the Fletcher School at Tufts University and a bachelor’s degree in international relations from Colgate University, where she graduated magna cum laude.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Clare Davies

Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Clare Davies
Associate

Clare Davies is an associate at Advantage Capital. As a member of the syndication team, she is responsible for assisting with due diligence and transaction work for the firm’s Low-Income Housing Tax Credit investments.

Prior to joining the firm, Clare served as a Peace Corps Volunteer in Colombia, where she led community economic development initiatives. Prior to Peace Corps, Clare worked in administrative and accounting roles at King Street Capital Management in New York City. 

Clare received her MBA from Washington University in St. Louis and her bachelor’s degree from New York University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Clay Degenhardt

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Clay Degenhardt
Vice President

Clay Degenhardt is a vice president of tax compliance and planning at Advantage Capital.  He brings over 20 years of varied public and private industry tax experience to the firm.  

Prior to joining Advantage Capital, Clay worked in the tax group at Nestle USA, with an emphasis on Federal and State income tax compliance for Nestle Purina PetCare Company in St. Louis.  Before Nestle, he was a tax manager at Solutia, Inc. and served in public accounting at Forvis, LLP (formerly BKD, LLP).  

Clay is a Certified Public Accountant in the State of Missouri and received his bachelor’s degree in business management from Truman State University.  He is a member of the AICPA, Tax Executives Institute, and the Missouri Society of CPA’s.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Jeff Grass

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Jeff Grass
Senior Vice President

Jeff Grass is a Senior Vice President at Advantage Capital. He serves as strategic communications counselor to the leadership team and is responsible for defining, developing and deploying compelling content to educate, engage, influence and activate key stakeholders while furthering the firm’s mission.

Prior to joining Advantage Capital, Jeff served as a Global Director of Communications at Bayer Corporation where he led reputation management, issues management, employee engagement and marketing communications for one of the multinational life science company’s fastest-growing divisions. Before Bayer, he held several roles of increasing responsibility at Anheuser-Busch, most recently leading all business and internal communications for North America as Communications Director.

Jeff graduated from Webster University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Laura Heying

Content Manager
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Laura Heying
Content Manager

Laura Heying is a Content Manager at Advantage Capital, gifted at crafting and implementing dynamic marketing strategies across social media, blogs, and email platforms. With a background in Communications, she earned her Master's Degree with an emphasis in Promotions and a Bachelor's Degree in Mass Communications with a focus on Public Relations, both from Lindenwood University.

Before her time at Advantage Capital, Laura succeeded as an Associate Director of Social Media at Elasticity, where she honed her expertise in developing and executing organic social media campaigns and influencer marketing initiatives for a diverse range of agency clients. Her proactive approach and understanding of digital landscapes enabled her to drive engagement and foster meaningful connections between brands and audiences.

Laura's passion for leveraging innovative strategies to amplify brand presence and foster audience engagement defines her professional ethos. She brings a unique blend of creativity, strategic thinking, and analytical prowess to the table, consistently delivering results that exceed expectations. With her comprehensive skill set and dedication to staying ahead of industry trends, Laura continues to make impactful contributions to the digital marketing landscape, driving growth and success for her team and affiliates at Advantage Capital.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Kelly Jacobi

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Kelly Jacobi
Analyst

Kelly Jacobi is an analyst on the Partner Services team,where she focuses on asset management for Advantage Capital’s network ofpartner firms.

 

Prior to joining Advantage Capital, Kelly worked as theOperations Manager at Convergence Accounting, where she supervised taxpreparation workflow, processed payroll for a variety of clients, preparedbookkeeping, and managed accounts receivable.

 

Kelly holds a Bachelor of Fine Arts in Digital Filmmakingfrom Stephens College. She is currently completing a Certificate of Proficiency in Accounting with Saint Louis Community College.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Mary Ann Lichvar

Executive Assistant
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Mary Ann Lichvar
Executive Assistant

Mary Ann Lichvar is an executive assistant at Advantage Capital. She has a background in legal assistance, banking and brokerage compliance business support.    

Prior to joining the firm, Mary Ann worked at Wells Fargo Advisors as an Independent Testing Specialist for Wealth and Investment Management (WIM).  She supported the Head of WIM Independent Testing, directors and senior manager with staffing, communications, meetings and evidence-based control testing projects. She also previously worked in the Wells Fargo Compliance department supporting the College of Risk program, Compliance committee meetings, and the Director of Internal Controls.  She was the executive assistant to the CCO of Wachovia as well as the administrative assistant to the Director of Internal Controls at A.G. Edwards.  Her career began as a legal secretary at the Weier, Hockensmith & Sherby law firm in St. Louis and she worked for several years as an administrative assistant at IBM corporation in both service and marketing.

Mary Ann received her secretary certificate with an emphasis in legal studies from Sanford Brown College.

She is married, has three children and two grandchildren.  She resides in Chesterfield, Missouri.  Her hobbies are reading, cooking and cross-stitching.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Aruda Liu

Data Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Aruda Liu
Data Analyst

Aruda Liu is a data analyst at Advantage Capital. As a member of the data team, she is responsible for developing data systems and automations, and supporting analytics and research insights.

Prior to joining Advantage Capital, Aruda was at a tech startup company where she worked as a business intelligence intern.

Aruda received her master's degree in quantitative finance from Washington University in St. Louis.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

David McNaught

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
David McNaught
Vice President

David McNaught is a vice president at Advantage Capital. As a member of the firm’s investment team, he is responsible for underwriting new investments and monitoring portfolio companies. He joins Advantage Capital with more than 10 years of experience in public accounting and finance, previously holding roles of increasing responsibility at PricewaterhouseCoopers (Assurance), Ernst & Young (Transaction Advisory), and most recently, Clayton Capital Partners (M&A Advisory).

David earned his MBA from Washington University in St. Louis, a master’s in accounting from Texas A&M University, and a bachelor’s in business administration from Colorado State University where he graduated summa cum laude. Additionally, David is a Certified Public Accountant (CPA, inactive).

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Anna Medley

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Anna Medley
Analyst

Anna Medley is an investment analyst at Advantage Capital. As a member of the investment team, she provides due diligence supports, helps underwrite new investments, and aids in growth initiatives at the firm’s portfolio companies.

Prior to joining Advantage Capital, Anna was a client service manager at Moneta Group Investment Advisors where she helped manage client’s portfolios.

Anna received her bachelor’s degree in mathematics from Saint Louis University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Kyle Nesselbush

Senior Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Kyle Nesselbush
Senior Associate

Kyle Nesselbush is a senior associate at Advantage Capital, where he focuses on renewable energy tax equity investments.

Prior to joining Advantage Capital, Kyle worked at Monarch Private Capital as a senior associate, where he worked on sourcing, underwriting, and closing renewable energy investments.

Kyle received his MBA from Washington University in St. Louis with an emphasis in finance and a bachelor's degree in mechanical engineering with a minor in mathematics from the University of Missouri - Columbia.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Ben Prevallet

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Ben Prevallet
Analyst

Ben Prevallet is an Analyst for Advantage Capital. As a member of the syndication team, he is responsible for asset management of affordable properties within the company’s portfolio.

Prior to joining Advantage Capital, Ben worked in commercial lending at Busey Bank. With over 10 years of expertise in banking, tax compliance and finance, including roles as Senior Business Taxes Representative for the California Department of Tax and Fee Administration and Auditor for the Missouri State Auditor's Office.

Ben received his bachelor's degree in Entertainment Management at Missouri State University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Caitlin Ryan

Due Diligence Coordinator
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Caitlin Ryan
Due Diligence Coordinator

Caitlin Ryan is a Due Diligence Coordinator at Advantage Capital, where she supports the New Markets Tax Credit team by coordinating the due diligence process and assisting with post-closing compliance deliverables.

Prior to joining Advantage Capital, Caitlin worked at Stripe as a Sales Tax Operations Specialist, where she provided sales tax compliance and technical support to e-commerce customers, with a focus on process improvement and macro automation. She also served as an Executive Assistant and Commercial Loan Coordinator at Busey Bank.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Tom Schaefer

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Tom Schaefer
Senior Vice President

Tom Schaefer is a Senior Vice President on the LIHTC Syndication Team, where he is primarily responsible for managing the finance relationships and overseeing the underwriting team and process. His career has covered a wide range of responsibilities including investing, underwriting, and lending in both the Federal and State Tax Credit space.

Prior to joining Advantage Capital, he was the Senior Vice President – Market Credit Officer for the greater Missouri and Southern Illinois markets of Busey Bank. While at Busey, Tom was charged with managing a team of underwriters and analysts, the bank’s tax credit lending portfolio and co-managing the bank’s tax credit investment opportunities.

Tom holds his MBA from the Olin School of Business at Washington University and a bachelor’s degree in finance and accounting from the University of Dayton.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Jonah Simpson

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Jonah Simpson
Analyst

Jonah Simpson is an analyst at Advantage Capital. As a member of the syndication team, he is responsible for asset management of affordable properties within the company’s portfolio.

Jonah interned for Advantage on two separate occasions prior to his joining the team, supporting the syndication business line in its efforts to provide access to affordable housing through the Low-Income Housing Tax Credit.

Jonah received his bachelor’s degree in business with a major in finance from Miami University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Kim Smith

Due Diligence Coordinator
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Kim Smith
Due Diligence Coordinator

Kim Smith is a due diligence coordinator on the syndication team. Kim's primary responsibility is to support the syndication team's underwriters, as well as being secondary support to the tax credit sales team.

Prior to joining the firm, she managed a team of mortgage professionals.  Her and the team’s primary focus was analyzing and preparing documentation for the lender’s review of a mortgage transaction.

Kim brings 23 years of real estate experience with a primary emphasis in residential lending.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Nick Stingley

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Nick Stingley
Analyst

Nick Stingley is a analyst at Advantage Capital. As a member of the syndication team, he is responsible for assisting with due diligence and transaction work for the firm's Low-Income Housing Tax Credit investments.

Prior to joining the firm, Nick was a new site development director for a national nonprofit leadership organization based in Richmond, Virginia. He has a varied background in sales, strategic growth and early-stage business formation.

Nick holds a bachelor's degree in business administration from Mississippi State University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Kusha Verma

Impact Research Senior Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Kusha Verma
Impact Research Senior Analyst

Kusha Verman is a Senior Analyst focused on impact researchat Advantage Capital. Prior to her current role, she was a Summer Policy Fellowat Google, a Consultant at The World Bank, and a Research and Data Manager atGood Business Lab.

Kusha received her B.A. in Economics from Daulat Ram CollegeMSc in Economics from University College London, and MPA/ID in Economics fromHarvard Kennedy School.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Vanessa Ziller

Asset Manager
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Vanessa Ziller
Asset Manager

Vanessa Ziller is an Asset Manager on the Renewables team at Advantage Capital, where she focuses on renewable energy tax equity investments.

Prior to joining Advantage Capital, Vanessa was the Vice President - Regional Commercial Loan Coordinator Manager at Busey Bank. With over 20 years of expertise in banking and finance, and a proven track record of problem resolution and customer satisfaction improvement, she was charged with managing a team of loan coordinators in the Missouri and Southern Illinois markets. As the primary contact for Syndications and Participations, she provided training and guidance to associates, monitored workloads, and coordinated various aspects of loan documentation.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Anthony Billings

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Anthony Billings
Senior Vice President

Anthony Billings is a senior vice president at Advantage Capital. As a member of the investment team, he focuses on portfolio management and the evaluation of new investment opportunities. Anthony’s primary responsibilities include monitoring the firm’s current investments, interfacing with portfolio companies to assess current and future capital needs and underwriting new opportunities to deploy firm capital effectively.

Prior to joining the firm, Anthony served as an associate and assistant vice president in the sponsor finance division of U.S. Bank where he worked primarily with private equity firms to evaluate the financial and business risks of potential new investments, while also monitoring an existing portfolio of loans to identify any issues or capital needs.

Anthony received his bachelor’s degree in business administration with a focus on finance from Indiana University in Bloomington, Indiana.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Rachel Branson

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Rachel Branson
Vice President

Rachel Branson serves as a vice president on the firm’s syndication group, for which she is responsible for due diligence and transaction work for our state-based Low-Income Housing Tax Credit (LIHTC) investments.

Rachel brings more than 20 years of real estate, legal and development experience, the last 13 of which were spent working on LIHTC and Historic Tax Credit (HTC) projects. Prior to joining the firm, she worked for many years in corporate real estate departments and a law firm, where she gained a wealth of knowledge in due diligence, real estate transactions, multifamily housing and the LIHTC and HTC programs. Most recently, she served as the director of acquisitions for Bruce Development Company, where she worked on all aspects of commercial and multi-family real estate development.

Rachel received her bachelor’s degree in history and political science from Webster University and earned a paralegal studies certificate.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Linda Clark

Executive Assistant
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Linda Clark
Executive Assistant

Linda Clark is an executive assistant at Advantage Capital.

Linda plays a key role in the overall operations of the firm’s St. Louis office. She also provides project management support for the impact team and works directly with the firm’s chief impact officer to manage projects, timelines and deliverables. Prior to joining the firm, Linda worked in the non-profit industry. For the past 10 years she was at Urban Strategies, Inc., a community revitalization company, where she was the executive assistant to the president and the office manager for the corporate office. Her expansive administrative background also includes Saint Louis University and Coro Leadership Center.  

Linda holds a bachelor’s degree from Southern Illinois University at Edwardsville. She is a past board president for the Nursery Foundation of St. Louis and the Urban League Block Unit Initiative.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Kathy Cornell

Vice President, Tax
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Kathy Cornell
Vice President, Tax

Kathy Cornell is a vice president of tax at Advantage Capital. She services the firm’s leverage lending portfolio and manages income tax compliance for the firm’s entities and their associated federal and state tax filings. She has a broad base of experience working in both public accounting and private industry with companies operating in multiple business sectors. Most recently, Kathy worked at Anheuser-Busch in the tax operations group where she helped to improve tax compliance processes and procedures. Kathy holds a bachelor’s degree in accounting from McKendree College.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Dayna Drennan

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Dayna Drennan
Analyst

Dayna Drennan is an analyst at Advantage. As a member of the Syndication team, she is responsible for underwriting, asset management and performing due diligence.

Prior to joining the firm, Dayna spent the last four and a half years working in asset management and compliance at Sugar Creek Capital.

Dayna received her bachelor’s degree in sociology from Southern Illinois University Edwardsville and holds a Housing Credit Certified Professional (HCCP) Certification.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Trey Garland

Senior Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Trey Garland
Senior Associate

Trey Garland is a senior associate at Advantage Capital. As a member of the investment team, he is involved in screening potential investment opportunities, performing due diligence and monitoring portfolio companies. Prior to joining the firm, Trey worked as an analyst in the Valuation and Litigation Services Group at RubinBrown LLP covering a wide range of industries including construction, M&D, real estate, professional services, agriculture and renewable energy.

Trey received his bachelor’s degree in business administration with an emphasis in finance from the University of Missouri.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Jeffrey Gentsch

Venture Partner
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Jeffrey Gentsch
Venture Partner

Jeffrey Gentsch serves as a venture partner for Advantage Capital and brings over 25 years of private equity investing experience to the firm. He is the founder of Gentsch Capital Partners, a middle market private equity firm. Previously, he was the partner responsible for the St. Louis office of Key Principal Partners, a middle market venture and growth capital equity firm, and a managing director of Harbour Group, a middle market buyout firm. Jeffrey’s early career included leverage buyout banking at Barclays Bank in New York and Continental Illinois Bank in Chicago.

Jeffrey received his MBA in finance from the Olin Business School at Washington University in St. Louis and his bachelor’s degree in Cellular Biology from the University of Kansas. His community involvement includes board roles at the Missouri Baptist Healthcare Foundation and chairman of the Washington University in St. Louis Alumni Board of Governors.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Stephanie Hiatt

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Stephanie Hiatt
Senior Vice President

Stephanie Hiatt joined Advantage Capital in 2018 as senior vice president. Ms. Hiatt focuses on origination, compliance and asset management of the firm’s Partner Services portfolio, which includes federal and state New Markets Tax Credit (NMTC) loan funds and standalone transactions. Ms. Hiatt is a seasoned financial professional with more than 15 years of banking, investment, and finance experience, including 11 years facilitating investments in low-income communities, low-income housing, historic preservation and renewable energy.

Most recently, she was Director of Advisory Services at Dudley Ventures in Phoenix, AZ, where she led a team focused on raising and deploying capital utilizing federal tax credit programs, such as the NMTC Program, among others. During her tenure with Dudley, Ms. Hiatt was responsible for closing more than $750 million in NMTC investments in over 150 low-income community businesses. Ms. Hiatt also worked in the banking industry for Wells Fargo Bank and First Security Bank.

Ms. Hiatt received her bachelor of arts in political science from the University of Rochester, with a minor concentration in Italian language and culture.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Sheri Lewis

Paralegal
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Sheri Lewis
Paralegal

Sheri Lewis joined the syndication team as a paralegal in 2015. Ms. Barto supports the team’s efforts to syndicate tax credits, while maintaining relationships with tax credit buyers and investors.

Ms. Lewis has over 10 years of experience with Low-Income Housing Tax Credits. Prior to joining Advantage Capital, she served as a paralegal at Sugar Creek Capital, forming and maintaining entities in multiple states, drafting operating and partnership agreements and bylaws and maintaining responsibility for many other integral functions. She also has over 15 years of experience in the title insurance industry.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Kari Niermann

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Kari Niermann
Senior Vice President

Kari Niermann is a senior vice president on the investment team where she focuses on portfolio management, seeks new investment opportunities and interacts with portfolio companies to assess their current and future capital needs.  

Prior to joining Advantage Capital, Kari served as an assistant vice president in the Leveraged Finance Group at U.S. Bank, where she was responsible for analyzing, underwriting and assisting in the structuring of syndicated leveraged senior debt transactions for business mergers and acquisitions, recapitalizations and capital expenditure purchases, as well as the management of a $350 million portfolio comprised of more than 20 clients. Earlier in her career, Kari worked as a commercial banking officer for BMO Harris, formerly Southwest Bank, where she managed a $25 million middle market portfolio of clients in a wide range of industries within the commercial and industrial sector.

Kari received her bachelor’s degree in business administration with a concentration in finance from Saint Louis University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Greg Schwarztrauber

Principal
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Greg Schwarztrauber
Principal

Greg Schwarztrauber is a principal and leads our tax team at Advantage Capital. As part of the tax team, he focuses on tax issues facing the firm’s investment funds and performs tax and financial analysis in connection with new transactions, existing funds and exit opportunities. Greg brings over 30 years of varied income tax and accounting experience to the firm.

Prior to joining Advantage Capital, he worked at Anheuser-Busch where he served as a Senior Director, Tax Strategy. His duties primarily focused on M&A transactional planning along with implementing tax efficient operating structures.  Before joining Anheuser-Busch, Greg spent seven years as the head of tax for XTRA Lease, a national transportation equipment leasing business owned by Berkshire Hathaway.  In addition, Greg worked as a Senior Manager in the tax consulting practice at KPMG where he provided services to clients operating in a variety of industries.  

Greg received an undergraduate degree in Accounting from Southern Illinois University – Carbondale, a Master of Taxation from the University of Illinois and a MBA from Washington University in St. Louis.  Greg is a Certified Public Accountant in the State of Missouri, a member of the AICPA, Missouri Society of CPAs and former President of the Tax Executives Institutes, St. Louis Chapter.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Nick Tyler Smith

Senior Marketing Manager
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Nick Tyler Smith
Senior Marketing Manager

Nick Tyler Smith is a senior marketing manager at Advantage Capital, where he focuses on internal and external marketing, advertising and creative services initiatives supporting the firm's small business investment, expansion and fundraising, renewable energy, and affordable housing business lines.

Prior to joining Advantage Capital, Nick worked at ARCO National Construction as a creative services specialist where he leveraged his skills in art and design to create compelling collateral to communicate the company’s value proposition. He was also owner and manager of his own photography business for five years.

In addition to his role at Advantage Capital, Nick is a mentor to young entrepreneurs across the country and participates in several entrepreneurship and professional development focused speaking engagements every year.

Nick received his bachelor’s degree in business administration with a concentration in marketing and a minor in psychology from Illinois College, and has earned the designation of Professional Certified Marketer from the American Marketing Association.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Alex Stepanek

Senior Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Alex Stepanek
Senior Associate

Alex Stepanek is a senior associate at Advantage Capital. As a member of the national expansion and fundraising teams, he focuses on the firm’s economic development, public policy and public finance initiatives at the state and local level.

Prior to joining Advantage Capital, Alex was the director of program development for a national nonprofit leadership organization based in Richmond, VA, where he was responsible for heading multiple growth initiatives for the organization.  

Alex received his bachelor’s degree in business administration from the University of Northern Iowa.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Joe Stosberg

Communications Manager
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Joe Stosberg
Communications Manager

Joe Stosberg is a communications manager at Advantage Capital. As a member of the firm’s impact team, he focuses on developing internal and external communications and marketing initiatives for the firm.

Prior to Advantage Capital, Joe worked on the Illinois Senate Democratic Caucus’ communications staff before joining St. Louis marketing agency, Scorch where he focused on content creation and strategy for top brands such as Microsoft, LinkedIn and TIAA.

Joe holds a bachelor’s degree in political science from Southern Illinois University Edwardsville and a master’s degree in international studies from the University of San Francisco.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Matthew Switzer

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Matthew Switzer
Vice President

Matthew Switzer is a vice president at Advantage Capital. As a member of the firm’s investment team, he is responsible for underwriting new investments and monitoring portfolio companies.  

Matthew is a Chartered Financial Analyst with Series 6, 7 and 63 licenses. Prior to joining Advantage Capital, he spent four years at UMB Bank in Kansas City. He also served as a regional client consultant for Chiron Investment Management, LLC and was an internal wholesaler for American Century Investments.

Matthew received his bachelor’s degree in business administration from the University of Missouri.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Adam Tignor

Senior Tax Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Adam Tignor
Senior Tax Associate

Adam Tignor is a senior tax associate at Advantage Capital. In his role, Adam is responsible for preparing CAPCO partnership tax returns and supplementary tax schedules, as well as performing technical research.

Prior to joining the firm, Adan worked for Stifel Financial’s corporate tax department where he was responsible for preparing federal and state tax returns, as well as handling tax compliance issues in the financial services industry.

Adam received his bachelor’s degree in accounting from Truman State University and his master’s degree in accounting with an emphasis in tax from Southern Illinois University–Edwardsville.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Madison Triplett

Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Madison Triplett
Associate

Madison Triplett is an associate at Advantage Capital. As a member of the firm’s investment team, her primary responsibilities include helping underwrite new investments, quarterly reporting and aiding in growth initiatives for the firm’s portfolio companies.

Prior to joining Advantage Capital, Madison was at Midwest Regional Bank where she worked as a commercial credit analyst.

Madison received her bachelor’s degree in business administration with a concentration in finance from Southeast Missouri State University.

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Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
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