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James Silver
David S. Rose
Peter Nager
Phyllis Haberman
James L. Morice

Phyllis Haberman

Senior Managing Director

Phyllis Haberman has over twenty years of experience in executing middle market private equity transactions across all investment formats including leveraged buyouts, providing growth equity and venture capital deals. She has been an angel investor since 2006 with Golden Seeds LLC, a network of investors dedicated to providing capital to early stage companies founded and/or led by women.

Ms. Haberman is a former Partner at Charterhouse Group, Inc., a middle market private equity investment firm. She served on its Investment Committee and on the Board of Directors for numerous public and private firms in its portfolio, including a publicly traded provider of information and transaction processing services, a provider of outsourced business process solutions, a medical device technology company and a manufacturer of engineered products. She was a member or Chairperson of the audit committee for a majority of these Boards.

Ms. Haberman has negotiated, structured, valued and led due diligence for acquisition transactions in a wide spectrum of industry segments including business services, consumer products and industrial markets. She has regularly provided expertise to management with business strategy including add-on acquisitions.

Prior to her years at Charterhouse, Ms. Haberman held business development, marketing planning and financial management positions at Celanese Corporation, a publicly traded chemical manufacturing company. She has been a member of the Financial Women’s Association for over 25 years and is currently serving on its Nominating Committee.

Ms. Haberman earned a B.S. in Mathematics from Simmons College and an M.B.A. in Finance from Columbia University Business School.