Founded in 2009, Calverton Partners advises mid-market clients in industrial, distribution and healthcare sectors across the Carolinas. The firm focuses on the operational and financial decisions that drive growth in businesses between 50 and 500 employees.
Our approach is practical and hands-on. We don't issue thick reports. We work alongside management teams to build the analysis, make the calls, and implement what matters. Most of our engagements run between three and nine months.
We help leadership teams make growth, M&A and market entry decisions backed by clear analysis. Engagements typically run six to twelve weeks and result in actionable plans the team can execute.
Financial planning and analysis, cost structure review, and KPI frameworks for businesses navigating growth or restructuring. We pair seasoned operators with finance specialists.
Process review, supply chain optimization, and post-merger integration for industrial and distribution clients. Practical work that ships measurable improvements within a single quarter.
Seven people, based in Charlotte, working with clients across the Carolinas.
Founded Calverton Partners in 2009 after 18 years at Bain and Deloitte. Leads engagements for mid-market industrial and healthcare clients across the Carolinas. Lives in Charlotte with his wife and two college-age daughters.
Joined Calverton in 2018 from a regional manufacturing group where she ran finance for eight years. CPA, MBA from UNC Kenan-Flagler. Lives in Myers Park with two kids and runs the local 5K every spring.
Came to Calverton in 2020 after eight years in audit at Grant Thornton's Charlotte office. Handles month-end close, audit prep, and tax coordination. Lives in Dilworth with his wife and son, plays in a Sunday soccer league.
Three years with Calverton. Runs accounts payable and vendor onboarding. Came over from an AP analyst role at Lowe's headquarters. UNC Charlotte business grad, lives in South End, weekend hiker.
Twelve years at Calverton. Operations and post-merger integration work, mostly with industrial and distribution clients. Wake Forest MBA, lives in Cotswold with his wife and three kids.
Joined Calverton in 2014. Runs office operations, vendor contracts, and partner schedules. Born and raised in Charlotte, two teenagers, volunteers at her synagogue.
Retired industrial executive, mentor to Daniel since 2010 after 35 years running a regional manufacturing business in the Carolinas. Brings operational perspective on industrial client engagements two days a week. Avid sailor on Lake Norman.