Ron Zazworsky, Jr.
Founder and Chief Executive Officer
Mr. Zazworsky is the Founder and serves as the Chief Executive Officer of BlueArc Capital. Since the firm’s inception in 2005, Mr. Zazworsky has created the firm’s strategy and led its development across private credit, private equity, and hedge fund investment strategies. He manages the investment initiatives, operations, and the development of the firm. He also currently serves as Chairman of BlueArc Capital Partners, Chairman of BlueArc Alternatives Fund Management LLC, Chairman of BlueArc Credit Alternatives Fund Management LLC, and as a member of BlueArc Mezzanine Partners’ General Partner committee. Prior to founding BlueArc, Mr. Zazworsky began his career in corporate restructurings and turnarounds at PricewaterhouseCoopers LLP (PwC) in New York. At PwC, he assisted in managing the assets for one of the largest bankruptcy proceedings in United Kingdom history and focused on restructuring advisory work for two Asian-based companies that struggled during the Asian-currency crisis of the late 1990’s. After his tenure at PwC, he executed his first private equity transaction as an investor and co-founder of a web-based software company which was successfully sold to a strategic acquirer and delivered accretive returns to all investors and operators. Mr. Zazworsky earned a Bachelor of Science degree in Analytical Finance from Wake Forest University where he graduated with honors. He also serves as a board member of the Wake Forest Institute for Regenerative Medicine, an international leader in developing and implanting laboratory-grown human organs into diseased patients.
Joseph G. Licata, Jr.
Private Equity | Managing Partner
Joseph G. Licata, Jr. serves as the Managing Partner of BlueArc Capital Partners, the firm’s private equity group. He brings an operationally focused approach to BlueArc Capital Partners’ portfolio companies with his prior experience as a Chief Executive Officer and investor. Mr. Licata is currently the Chairman of Brunswick Bowling Products, Chairman of HealPros Inc., Chairman of Choice Adhesives, and serves as a board director of Sanmina Corporation (Nasdaq: SANM), a global Fortune 500 electronic manufacturing company. Prior to his tenure at BlueArc, he was the President of Siemens Enterprise Networks, a multi-billion dollar division of Siemens, a global conglomerate. He also served as President and Chief Executive Officer of SER Solutions, Inc., a global call management and speech analytics software company, which was acquired in 2008. Mr. Licata started his career with ROLM Corporation, which was acquired by IBM, where he held several executive leadership positions. He earned a Bachelor of Science degree from Florida State University.
Michael W. Roher
Private Equity | Senior Partner
Mr. Roher serves as a Senior Partner of BlueArc Capital Partners, the firm’s private equity group, as well as BlueArc Mezzanine Partners, the firm’s mezzanine lending strategy. With over 30 years of private equity investing and investment banking experience, Mr. Roher has been directly involved in the successful execution of a variety of acquisitions, divestitures, and equity and debt financings aggregating over $11 billion in value. Prior to merging his firm with BlueArc Capital Partners, he founded and operated for fourteen years Roher Capital Group, a private equity and merchant banking firm. Before Roher Capital Group, he was the President and Founder of Center Street Capital Partners, LLC, a $110 million private equity firm affiliated with the Stephens family office. Center Street companies generated $500 million of revenues and employed over 1,500 workers. Prior to founding Center Street, he served as Director of Fixed Income Corporate Finance for Stephens Inc., one of the largest privately owned investment banks in the U.S., where he worked principally with closely held and family-owned companies originating, structuring, and raising private equity and debt capital. He also advised on mergers and acquisitions and originated new acquisition opportunities for the multi-billion dollar Stephens family office. Before joining Stephens Inc., he served as Vice President in the investment banking group of Citigroup and worked at Salomon Brothers Inc. in New York as an Associate in the Corporate Finance Department. He is a graduate of New York University (BS in Finance) and the NYU Stern School of Business (MBA). He is a member of the Board of Directors of Brunswick Bowling Products, Choice Adhesives, and Mountain Valley Spring Water.
H. Hunter Lamon
Private Equity | Director
Mr. Lamon serves as a Director at BlueArc Capital Partners, the firm’s private equity group. Mr. Lamon has more than a decade of experience in the financial services industry serving the investment needs of institutional and family office clients. In his previous role at Credit Suisse, he focused on analysis of alternatives allocations for his team’s family office and endowment clients. In 2013, Mr. Lamon was responsible for implementing a bilateral reverse repurchase agreement between a syndicate of 10 international investment banks and a large exchange client for the management of their $50 Billion guaranty fund (the first such transaction of its kind). Prior to joining Credit Suisse, he worked in New York with Knight Capital Group and in London with StateStreet, advising institutional accounts regarding International Equity and Foreign Exchange Investments. Mr. Lamon holds an MBA in International Finance from the Australian School of Business and a B.A. in Economics from the University of Virginia. He is a member of the Board of Directors of Choice Adhesives.
James J. Jaxon, III
Private Equity | Operating Partner
Mr. Jaxon is the Founder and CEO of Do Good Brands. He also serves as an Operating Partner with BlueArc Capital Partners focused on its investment in Brunswick Bowling. Prior to joining BlueArc Capital Partners, Mr. Jaxon was a Managing Director of Credit Suisse within its investment banking division, based in New York. Mr. Jaxon held a variety of roles over his long tenure at Credit Suisse, most recently as Head of Equity Capital Markets for Financial Institutions and Real Estate, where he advised a broad spectrum of U.S. companies to successfully navigate the capital markets, including banks, insurance companies, asset managers, specialty finance entities, REITs, lodging companies and homebuilders. Prior to his role in Equity Capital Markets, Mr. Jaxon was a Managing Director of the Equity Linked Origination team, responsible for originating, structuring, and executing transactions for corporations, financials sponsors and major U.S. families through the use of derivatives and convertible securities. In this role, Mr. Jaxon advised on transactions for companies in the industrial, financial, technology, media, telecom, retail, consumer and transportation sectors. Mr. Jaxon has advised a wide spectrum of companies in size, from Capital One, Met Life, and Wyndham Worldwide to leading the successful IPOs of Taylor Morrison, Diamond Resorts and Fidelity & Guaranty. Mr. Jaxon was a Thomas J. Watson Fellow and a graduate with honors of Birmingham-Southern College.
O. Scott Barfield
Mezzanine Capital | Managing Director
Mr. Barfield serves as a Managing Director within BlueArc Mezzanine Partners, the mezzanine lending strategy of BlueArc Capital. He is responsible for the origination, execution, monitoring, and realization of investments within the fund and serves on the Investment Committee. With more than 20 years experience working with middle market companies, Mr. Barfield has executed M&A, capital raise, and principal investment transactions aggregating over $10 billion in value. Prior to joining BlueArc Mezzanine Partners, Mr. Barfield was a Principal in the debt investment arm of H.I.G. Capital, a $18 billion private equity and debt investment firm. Prior to H.I.G. Capital, he was a Partner at Nancy Creek Capital, a mezzanine debt fund focused on the lower middle market. At Nancy Creek Capital, Mr. Barfield raised institutional and high-net worth capital, originated and executed on new debt and equity transactions, monitored the portfolio, served on company Board of Directors, and guided the successful realization of investments. Prior to Nancy Creek Capital, Mr. Barfield worked within the Investment Banking group of Wachovia Securities. Over 11 years at Wachovia Securities, he worked within various M&A and debt capital market groups, including private equity and mezzanine placement, high yield, investment grade senior notes, and origination. Prior to Wachovia Securities, he began his career at Ernst & Young, first within corporate tax consulting and then within the National Corporate Finance practice. He has a B.S. in Business Administration and a Master of Accounting degree, both from the Kenan-Flagler Business School at UNC – Chapel Hill. He received his CPA license in 1995 (inactive).
Steven T. Brannon
Mezzanine Capital | Managing Director
Mr. Brannon serves as a Managing Director within BlueArc Mezzanine Partners, the mezzanine debt investment arm of BlueArc Capital. He is responsible for the origination, execution, monitoring, and realization of investments within the fund and serves on the Investment Committee. Mr. Brannon has more than 20 years experience in a variety of roles working with middle market companies, including mezzanine and private equity investing, direct operating, investment banking, commercial lending, and business valuation consulting. From 2006 until joining BlueArc Mezzanine Partners, he was a Partner at Nancy Creek Capital, a mezzanine debt fund focused on the lower middle market. At Nancy Creek Capital, Mr. Brannon raised institutional and high-net worth capital, originated and executed on new debt and equity transactions, monitored the portfolio, served on company Board of Directors, and guided the successful realization of investments. From 2002 to 2006, Mr. Brannon was an owner and operator of Action Air, LLC, a privately-held restaurant equipment and services company where revenue more than tripled during his tenure. Prior to Action Air, Mr. Brannon worked in the Investment Banking Group at Raymond James & Associates, where his activities included executing public and private capital raises, mergers and acquisitions transactions, and strategic advisory assignments with a focus on telecommunications equipment companies. Prior to receiving his MBA, Mr. Brannon spent two years in the Business Valuation Group at KPMG Peat Marwick. He was responsible for providing business enterprise, capital stock, and intangible asset valuations. He also spent over two years in the Commercial Banking Group at NationsBank. During that time, he managed a senior debt portfolio of 25 middle market companies with revenue ranging from $5 million to $150 million. Mr. Brannon holds a BBA from the University of Georgia and an MBA with concentrations in finance and accounting from the University of Chicago Booth School of Business.
J. Paul Austin, III
Hedge Fund Strategies | Managing Director
Mr. Austin serves as Managing Director of BlueArc Capital’s internal hedge fund strategies. Prior to joining BlueArc Capital, Mr. Austin served for seven years as the Chief Investment Officer for the investment office of billionaire S. Daniel Abraham. In this capacity Mr. Austin was responsible for manager due diligence and oversight of in-house quantitative strategies used to manage global equities, bank loans, bonds, currencies and alternative managers. Mr. Austin has more than fifteen years of experience researching, developing and implementing quantitative strategies. He founded Austin & Company where he developed a quantitative trading technology platform which is used for proprietary purposes and provides research to other hedge funds. Mr. Austin began his career at Goldman, Sachs & Co. He graduated with Highest Honors from the Georgia Institute of Technology with a B.S. in Management and served as a member of the board of trustees for the Georgia Tech Alumni Association.
Scott B. Crenshaw, CFA
Fund of Funds | Director (Investments)
Mr. Crenshaw serves as a Director in BlueArc Capital’s Fund of Funds group. He has over 15 years of alternative investment experience serving institutional and high net worth clientele with a focus on manager research and due diligence, quantitative analytics, and portfolio management. Prior to joining BlueArc Capital, he served for eight years as Chief Investment Officer for Irongate Capital, a multi-family office focused on alternative assets and as a co-founding partner leading the investment program for Sound River Advisors. Prior to Irongate, he was a Vice President for seven years at Private Advisors, a large institutional alternative asset management firm. At Private Advisors, he sat on the investment committee for a $2 Billion fund of funds which included credit, private debt, and hedge fund investments. Mr. Crenshaw begain his career at Davenport & Company as a programmer/analyst for an equity portfolio manager. He graduated from the University of Virginia with both Masters and Bachelor of Science degrees in Systems Engineering. Mr. Crenshaw has earned the right to use the CFA designation and is an active member and volunteer with the CFA Institute’s Atlanta affiliated society.
John A. Ramey, III
Fund of Funds | Director (Research & Business Development)
Mr. Ramey is a Director in BlueArc Capital’s Fund of Funds group. Prior to BlueArc Capital, he was a founding partner at Maren Financial (an investment advisory firm focused on alternative assets) where he was in charge of overseeing the firm’s daily operations and investment due diligence for an array of alternative investment strategies. Previously, he was Vice President at Price Asset Management in their La Jolla, California office, where he was responsible for compliance, alternative investment research, and business development. Prior to Price Asset Management, Mr. Ramey spent 5 years as an Alternative Investment Advisor in the Private Client Group at Altegris Investments (formerly the Managed Investments Division of Man Financial, a subsidiary of the Man Group), where he gained extensive experience in custom hedge fund and managed futures portfolio construction. He began his professional career as a financial manager with Merrill Lynch, where he focused on hedged equity strategies. Mr. Ramey graduated from Point Loma University in San Diego with a B.A. in Business Administration with a concentration in Finance. He is licensed and registered as a Series 7 and Series 66 advisor.
J. Bradwell Bennett, III
Operations | Director (Business Development)
Mr. Bennett serves as a Director in the Business Development group at BlueArc Capital. Previously he was a founding partner of Libreum Investment Management and a member of its investment committee. Mr. Bennett has more than 17 years experience raising capital for both public and private companies. He also served as a Director of Institutional Equities at SunTrust Robinson Humphrey. While there, he led the firm’s sales, marketing, and capital raising efforts in Europe, Canada, New York and the Mid-Atlantic markets. Mr. Bennett graduated from The Baylor School and earned his BA from Rollins College where he was a member of the varsity tennis team.
Operations | VP of Finance & Chief Compliance Officer
Mrs. Joerger serves the Vice President of Finance at BlueArc Capital (as well as the Chief Compliance Officer of BlueArc Capital Management, the firm’s fund advisory business). She has more than 15 years of experience in public accounting and asset management. Prior to joining BlueArc Capital, she was the Chief Compliance Officer and Controller for Chi-Rho Financial, LLC in Atlanta, GA. At Chi-Rho, Mrs. Joerger developed and administered the compliance program for the firm and managed the accounting for the firm’s self-administered fund of funds products. Prior to her time at Chi-Rho, she began her career at a local public accounting firm Williams, Benator, and Libby, LLP, where she oversaw engagements in a variety of industries, including investment management. Mrs. Joerger earned an MBA degree with a focus in accounting and a dual Bachelor of Business degree in Corporate Finance and Accounting, both from the Robinson School of Business at Georgia State University. She is a licensed Certified Public Accountant in Georgia.
Operations | Director (Compliance)
Ms. Foster serves as the Director of Compliance at BlueArc Capital. She has more than 20 years of experience in asset and wealth management, human resource consulting, and regulatory and legislative affairs in the U.S. and Europe. In addition to her role with BlueArc Capital, she serves as the CEO of Symphony Consulting LLC, a compliance advisory firm. Prior to Symphony, she served in several roles at JP Morgan Asset & Private Wealth Management including Director (Investment Risk Management), Director (Portfolio Management Strategy & Merger Integration), and Director (European Sales Training & Risk Management). Before her tenure at JP Morgan, she held an International Research Manager role at Driehaus Capital Management and an Equity Research Analyst role at Burridge Growth Partners and Clover Capital Management. Ms. Foster earned an MBA from the University of Chicago, a Masters of Public Policy at Georgetown University, and a Bachelors of Arts degree from Pace University.
Ashley Thacker Thomas
Operations | Associate (Fund Administration)
Mrs. Thomas serves as a member of BlueArc’s operations team in which she focuses on investor relations, administration, and reporting. She is a graduate of Kennesaw State University.