Blue Wolf Capital Announces Three New Partners and Firmwide Promotions
Blue Wolf Capital Announces Three New Partners and Firmwide Promotions
Promotions Across Firm Reflect Continued Growth and Talent Advancement
NEW YORK, January 14, 2025 – Blue Wolf Capital Partners LLC (“Blue Wolf” or “the firm”), a middle market private equity firm specializing in the healthcare and industrial sectors, today announced new Partner appointments and several other firmwide promotions.
“I am proud to recognize the exceptional contributions of our newly promoted team members, whose impact has been invaluable to Blue Wolf’s mission to build long-term, sustainable businesses and deliver consistent returns for our investors,” said Jeremy Kogler, Managing Partner at Blue Wolf Capital. “These promotions mark another critical milestone in our growth, reaffirming our strong integrated team that continues to drive us forward.”
Partner Appointments
Blue Wolf has named Eve Mongiardo, Shashank Patel, and Rick Winegar as Partners.
Ms. Eve Mongiardo joined Blue Wolf in 2022 as Chief Financial Officer, Chief Compliance Officer, and Managing Director. She oversees all aspects of finance, investor reporting, investment and tax structuring, fundings, valuations, and cash management.
Prior to joining Blue Wolf, Ms. Mongiardo provided consulting and advisory services through her own firm, including CFO advisory services, best practice, operational excellence review, and capital raising initiatives. She spent 12 years with Irving Place Capital, where she was a Partner. Previously, she was the CFO at Soros Private Funds Management and also worked for Goldman Sachs in the Principal Investment Area. She started her career at Deloitte, where she spent four years in the auditing practice. Ms. Mongiardo is a Certified Public Accountant and received a B.S. from Lehigh University and an M.B.A. from New York University’s Stern School of Business.
“It has been remarkable to witness Blue Wolf’s growth over the past several years, driven by our distinctive investment strategy that sets us apart in the market,” said Ms. Mongiardo. “I am honored to be part of this journey as we embrace the exciting opportunities ahead and continue to build on our strong track record.”
Mr. Shashank Patel has served as a Principal at Blue Wolf since 2020, leading the firm’s investments in the healthcare sector, specifically in medical device and pharmaceutical services companies, including CIVCO Radiotherapy and Qfix (now CQ Medical), and a new European-based pharmaceutical manufacturing platform. He previously served in roles with Apax Partners and Providence Equity, as well as Madison Dearborn Partners. Mr. Patel first joined Blue Wolf in 2011 as a Senior Associate focusing on investments in the industrials sector. He began his career in the Mergers and Acquisitions investment banking group at Salomon Smith Barney, now known as Citigroup Global Markets. Mr. Patel received a B.A. and M.S. in Economics and Computer Science from the University of Chicago and an M.B.A. from the Wharton School at the University of Pennsylvania.
“More than a decade after I first joined Blue Wolf, I remain inspired by our ability to partner with exceptional executives, unlock unique value potential, grow our investment platforms, and help our portfolio companies better deliver their products and services to customers and patients worldwide,” said Mr. Patel. “I am as excited to be part of this group today as when I first joined, and it is wonderful to be part of a firm like ours that has scaled while remaining deeply rooted in its core principles.”
Mr. Rick Winegar began collaborating with Blue Wolf in 2011 and formally joined the team in 2012, serving initially as Operating Partner, then Lead Operating Partner, and most recently as Blue Wolf’s COO. He is the architect of the firm’s Operating Partner Program, Portfolio Programs including ESG, and many of Blue Wolf’s foundational playbooks. He currently oversees Blue Wolf internal operations and continues to lead ESG and portfolio programming.
Mr. Winegar has over 30 years of diverse experience across both the healthcare and industrial sectors. Prior to joining the firm, he served in senior roles with Capgemini Consulting and Tunnell Consulting, advising corporate and private equity clients, and in earlier roles led various manufacturing operations at American Cyanamid, a global chemicals producer, and worked as an engineer at Chevon USA. Mr. Winegar received a B.S. in Mechanical Engineering from the University of Missouri-Columbia and an M.B.A. from Columbia University.
“Joining Blue Wolf in 2012 was the beginning of an incredible journey, one that has only become more rewarding over time,” said Mr. Winegar. “The programs and playbooks that we have put in place have become foundational to our ability to find the right investments and build high-performing businesses. I am excited by the strength of our team and look forward to our continued growth and success.”
Additional Promotions
In addition to three new Partner appointments, Blue Wolf has announced several other promotions across various levels at the firm.
The promoted individuals include:
- Jared Isenstein to Principal
- Isenstein joined Blue Wolf in 2017 and has served as a Vice President since 2022. He focuses on investments in the healthcare sector, including FOX Rehabilitation and RHA Health Services. He previously served as an Associate in the Corporate Mergers and Acquisitions group at Deutsche Bank. Mr. Isenstein received a B.A. in Public and International Affairs from Princeton University.
- Blake Montag to Director of Portfolio Analytics
- Montag joined Blue Wolf in 2023 from PwC, where he was a Senior Manager in their Deal Analytics practice. He received a B.A. in Accounting and an M.P.A. from the McCombs School of Business at the University of Texas at Austin.
- Trent Holbrook to Vice President
- Holbrook joined Blue Wolf in 2022 after previously serving as an Associate at Eden Capital and an Analyst in the Mergers and Acquisitions investment banking group at Citi. He received a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia and an M.B.A. from the Wharton School at the University of Pennsylvania.
- Jimmy Lewis to Senior Fund Accountant
- Lewis joined Blue Wolf in 2023 after serving as a Senior Associate in the Financial Services group at RSM. He is a Certified Public Accountant and received a B.S. and M.S. in Accounting from James Madison University.
- Hannah Braun to Investor Relations Associate
- Braun joined Blue Wolf in 2022 and has served as an Investor Relations Analyst since 2024. Prior to Blue Wolf, she worked for Clearlake Capital Group. Ms. Braun received a B.S. in Business Administration from the University of North Carolina Wilmington.
About Blue Wolf Capital Partners
Blue Wolf Capital Partners LLC is a private equity firm that focuses on value investments in middle market companies in the healthcare and industrial sectors. The firm’s integrated team of investment professionals and veteran operating executives work collaboratively to generate returns by driving transformational change using operational and strategic experience. Blue Wolf seeks to invest in businesses that have catalysts for value creation that involve organizational transformation, union or human capital issues, government presence, or the opportunity to use ESG-informed strategies. For additional information, please visit www.bluewolfcapital.com.
Contacts
Kate Spaziani
Director, Government Affairs and Communications, Blue Wolf Capital Partners
kate@bluewolfcapital.com
Sam Reinhardt
Vice President, Global Strategy Group
sreinhardt@globalstrategygroup.com
212-392-5270