Kurt Schwab
Directeur/Membre du Conseil chez Flotilla Partners LLC
Profil
Kurt is responsible for all aspects of the deal process including thesis development, identifying and evaluating investment opportunities, and supporting portfolio companies.
Kurt currently serves on the board of Flotilla Partners.
Prior to joining Osceola, Kurt was a Senior Associate at Cold Bore Capital, a Chicago-based lower-middle market private equity fund where he executed transactions in the healthcare services, business-to-business services, and consumer services sectors.
Prior to joining Cold Bore, Kurt was an Associate within BMO Capital Markets’ Investment Banking Group, where he covered the healthcare sector.
During his time at BMO Capital Markets, Kurt gained experience executing buy-side and sell-side M&A transactions as well as debt and equity financings.
Before joining BMO, Kurt held various roles in financial services at J.P.
Morgan and Cambridge Associates.
Prior to his career in finance, Kurt served for six years in the U.S.
Navy, where he was a Supply Corps Officer.
During his military service, he held multiple departmental leadership positions and completed one deployment to Afghanistan.
Kurt earned an MBA from Columbia Business School and a BS in Finance from Penn State University.
He lives in Tampa with his wife, son, and their Alaskan Klee Kai, Domino.
Kurt enjoys collegiate and professional football, traveling, reading, cigar tasting, and supporting fellow veterans.
Postes actifs de Kurt Schwab
| Sociétés | Poste | Début |
|---|---|---|
Osceola Capital Management LLC
 Osceola Capital Management LLC Investment ManagersFinance Osceola Capital Management LLC (Osceola Capital Management) is a private equity firm founded in 2014 by Michael Babb. The firm is headquartered in Tampa, Florida. | Private Equity Investor | 18/01/2023 |
Flotilla Partners LLC
 Flotilla Partners LLC Engineering & ConstructionIndustrial Services Flotilla Partners LLC provides water treatment and testing services for both residential and commercial customers. The private company is based in Tampa, FL and has subsidiaries in the United States. The CEO of the company is Walter Conner. | Directeur/Membre du Conseil | 01/01/2023 |
Anciens postes connus de Kurt Schwab
| Sociétés | Poste | Fin |
|---|---|---|
Cold Bore Capital
 Cold Bore Capital Investment ManagersFinance Cold Bore Capital (Cold Bore Capital) is a private equity firm founded in 2017 by Sergio Zepeda. The firm is headquartered in Chicago, Illinois. | Corporate Officer/Principal | 01/01/2023 |
BMO Capital Markets Corp.
 BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only. | Corporate Officer/Principal | 01/08/2020 |
J.P. Morgan & Co., Inc. (Delaware)
 J.P. Morgan & Co., Inc. (Delaware) Financial ConglomeratesFinance Part of JPMorgan Chase & Co., J.P. Morgan & Co., Inc. is a financial services company based in New York. The American company provides financial services. | Corporate Officer/Principal | 01/05/2017 |
Formation de Kurt Schwab
| The Pennsylvania State University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
BMO Capital Markets Corp.
BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only. | Finance |
Osceola Capital Management LLC
Osceola Capital Management LLC Investment ManagersFinance Osceola Capital Management LLC (Osceola Capital Management) is a private equity firm founded in 2014 by Michael Babb. The firm is headquartered in Tampa, Florida. | Finance |
J.P. Morgan & Co., Inc. (Delaware)
J.P. Morgan & Co., Inc. (Delaware) Financial ConglomeratesFinance Part of JPMorgan Chase & Co., J.P. Morgan & Co., Inc. is a financial services company based in New York. The American company provides financial services. | Finance |
Cold Bore Capital
Cold Bore Capital Investment ManagersFinance Cold Bore Capital (Cold Bore Capital) is a private equity firm founded in 2017 by Sergio Zepeda. The firm is headquartered in Chicago, Illinois. | Finance |
Flotilla Partners LLC
Flotilla Partners LLC Engineering & ConstructionIndustrial Services Flotilla Partners LLC provides water treatment and testing services for both residential and commercial customers. The private company is based in Tampa, FL and has subsidiaries in the United States. The CEO of the company is Walter Conner. | Industrial Services |
