Investments

Mr. Roth has 28 years of private equity investment experience and is responsible for the overall management of the firm.  He also works closely with clients to develop and implement private equity investment programs.  Mr. Roth reviews investment opportunities, with specific emphasis on the analysis and due diligence for prospective investments, and is engaged in the negotiation of business and legal issues, ongoing monitoring of investments and profit realization from distributed securities.  Mr. Roth also serves on several partnership advisory boards.  Prior to joining Abbott in 1992, Mr. Roth was an Associate at Elmrock Partners and a Financial Analyst with Amoco Corporation.  Prior to obtaining his M.B.A., he worked for Chemical Bank as a corporate lending officer.  Mr. Roth received his A.B. in Economics from Cornell University and his M.B.A. from The Fuqua School of Business at Duke University.

Additional Activities:

Jonathan has served on Cornell University’s Private Equity Subcommittee since 1999 and Duke University’s Fuqua School of Business Board of Visitors since 2003.

Prior Experience:

Elmrock Partners
Amoco Corporation
Chemical Bank

Education & Accreditations:

Cornell University, A.B. in Economics
The Fuqua School of Business at Duke University, M.B.A.

  • Jonathan D. RothView Bio

    Jonathan D. RothManaging Director, President

    Mr. Roth has 28 years of private equity investment experience and is responsible for the overall management of the firm.  He also works closely with clients to develop and implement private equity investment programs.  Mr. Roth reviews investment opportunities, with specific emphasis on the analysis and due diligence for prospective investments, and is engaged in the negotiation of business and legal issues, ongoing monitoring of investments and profit realization from distributed securities.  Mr. Roth also serves on several partnership advisory boards.  Prior to joining Abbott in 1992, Mr. Roth was an Associate at Elmrock Partners and a Financial Analyst with Amoco Corporation.  Prior to obtaining his M.B.A., he worked for Chemical Bank as a corporate lending officer.  Mr. Roth received his A.B. in Economics from Cornell University and his M.B.A. from The Fuqua School of Business at Duke University.

    Additional Activities:

    Jonathan has served on Cornell University’s Private Equity Subcommittee since 1999 and Duke University’s Fuqua School of Business Board of Visitors since 2003.

    Prior Experience:

    Elmrock Partners
    Amoco Corporation
    Chemical Bank

    Education & Accreditations:

    Cornell University, A.B. in Economics
    The Fuqua School of Business at Duke University, M.B.A.

  • Jobst KlemmeView Bio

    Jobst KlemmeManaging Director

    Mr. Klemme has 20 years of private equity investment experience. He reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments.  Mr. Klemme manages Abbott Capital (Europe), Ltd, Abbott’s subsidiary which is authorized and regulated by the UK Financial Conduct Authority and located in London. Mr. Klemme worked for Bethmann Bank AG as Director in its Private Equity Solutions group.  Prior to working at Bethmann Bank, he worked at Credit Suisse as Vice President, also in its Private Equity Solutions group. Mr. Klemme received his M.B.A from ESCP Europe and his Bachelors of Arts in Business Administration from Georg-August University Goettingen.

    Prior Experience:

    Bethmann Bank
    Credit Suisse
    Equity Partners
    CEA Capital Partners
    Deutsche Bank

    Education & Accreditations:

    Georg-August University Goettingen, B.A. in Business Administration
    ESCP Europe, Diplom-Kaufmann / Diplome de Grandes Ecoles de Gestion

  • Young LeeView Bio

    Young LeeManaging Director

    Mr. Lee has 15 years of private equity investment experience.  He reviews investment opportunities, with specific emphasis on analysis and due diligence for prospective investments, and is engaged in the negotiation of business and legal issues, ongoing monitoring of investments and profit realization from distributed securities. Mr. Lee also serves on several partnership advisory boards. Prior to joining Abbott in 2007, Mr. Lee was an associate at The Henry J. Kaiser Family Foundation in Menlo Park, sourcing and leading due diligence on prospective private equity and hedge fund investments.  Mr. Lee also worked as a product manager in the Online Business Services Division at Silicon Valley Bank and co-founded a company that matched university-based start-ups with angel investors.  Mr. Lee received his B.A. in Economics from Stanford University, his M.B.A. from Columbia University and is a CFA® charterholder.

    Prior Experience:

    The Henry J. Kaiser Family Foundation
    Silicon Valley Bank

    Education & Accreditations:

    Stanford University, B.A. in Economics
    Columbia University, M.B.A.
    CFA Charterholder

  • Timothy W. MaloneyView Bio

    Timothy W. MaloneyManaging Director

    Mr. Maloney has 19 years of private equity investment experience.  He reviews investment opportunities, with specific emphasis on analysis and due diligence for prospective investments, and is engaged in the negotiation of business and legal issues, ongoing monitoring of investments and profit realization from distributed securities.  Mr. Maloney also serves on several partnership advisory boards. Prior to joining Abbott in 2004, Mr. Maloney was an associate at Frye-Louis Capital Management in Chicago, working on screening and due diligence for venture capital, buyouts and special situations partnerships.  Mr. Maloney also worked as a senior analyst at General American Transportation Corporation and at Hewitt Associates as a pension consultant.  Mr. Maloney received his B.S. in Accounting from DePaul University, his M.B.A. in Finance from New York University and his C.P.A. from the State of Illinois.

    Prior Experience:

    Frye-Louis Capital Management
    General American Transportation Corporation
    Hewitt Associates

    Education & Accreditations:

    DePaul University, B.S. in Accounting
    New York University, M.B.A. in Finance
    CPA, State of Illinois

  • Leonard C. PangburnView Bio

    Leonard C. PangburnManaging Director

    Mr. Pangburn has 14 years of private equity investment experience.  He reviews investment opportunities, with specific emphasis on analysis and due diligence for prospective investments, and is engaged in the negotiation of business and legal issues, ongoing monitoring of investments and profit realization from distributed securities. Mr. Pangburn also serves on several partnership advisory boards. Prior to joining Abbott Capital in 2005, Mr. Pangburn was a supervisor of global operations at International Fund Services in New York, where he managed and reconciled all aspects of the global security database.  Mr. Pangburn received his B.S. in Finance from Bentley University and his M.B.A. from New York University.

    Prior Experience:

    International Fund Services

    Education & Accreditations:

    Bentley University, B.S. in Finance
    New York University, M.B.A in Finance

  • Meredith L. RerisiView Bio

    Meredith L. RerisiManaging Director

    Ms. Rerisi has 19 years of private equity investment experience. She reviews investment opportunities, with specific emphasis on analysis and due diligence for prospective investments, and is engaged in the negotiation of business and legal issues, ongoing monitoring of investments and profit realization from distributed securities.  Ms. Rerisi also serves on several partnership advisory boards.  Ms. Rerisi originally joined Abbott in 1998 and returned in the fall of 2002, following receipt of her M.B.A.  Prior to joining Abbott, Ms. Rerisi was an equity analyst at American High Growth Equities Corporation.  Ms. Rerisi received her B.S. in Applied Economics and Business Management from Cornell University and her M.B.A. from The Fuqua School of Business at Duke University.

    Prior Experience:

    American High Growth Equities Corporation

    Education & Accreditations:

    Cornell University, B.S. in Applied Economics and Business Management
    The Fuqua School of Business at Duke University, M.B.A.

  • Matthew M. SmithView Bio

    Matthew M. SmithManaging Director

    Mr. Smith has 19 years of private equity investment experience. He is responsible for reviewing investment opportunities with specific emphasis on analysis and due diligence for prospective investments and is engaged in the negotiation of business and legal issues, ongoing monitoring of investments and profit realization from distributed securities.  Mr. Smith, as Abbott’s ESG Officer, is responsible for building upon the strong foundation Abbott has set in adopting the UN Principles for Responsible Investment and integrating ESG considerations into Abbott’s investment process. Prior to joining Abbott in 2000, he was a financial examiner at the Federal Reserve Bank of New York.  He also worked for First Trust Washington and Bank of America as a trust officer. Mr. Smith received his A.B. in History and his M.B.A. in Finance from Georgetown University.

    Prior Experience:

    Federal Reserve Bank of New York
    First Trust Washington
    Bank of America

    Education & Accreditations:

    Georgetown University, A.B. in History
    Georgetown University, M.B.A. in Finance

  • Jennie BenzaView Bio

    Jennie BenzaPrincipal

    Jennie Benza has over 10 years of private equity investing experience as a direct investor, co-investor, and board member.  At Abbott she leads sourcing, due diligence, and negotiations on prospective fund, secondary and co-investments as well as monitors ongoing investments, including serving on fund advisory boards.  Ms. Benza’s perspective is shaped by her background sourcing and leading private equity direct investments, her board level experience working with management teams to grow and restructure portfolio companies, and her close working relationships with LP investors.

    Prior Experience:

    aPriori Capital Partners (DLJ Merchant Banking Partners), Vice President
    Thomas H. Lee Partners, Associate
    Merrill Lynch, Analyst

    Education & Accreditations:

    Harvard Business School, MBA
    New York University Stern School of Business, B.S. Finance & Accounting

  • Wolf WittView Bio

    Wolf WittPrincipal

    Mr. Witt reviews investment opportunities, conducting analysis and due diligence for prospective investments. He is primarily focused on the sourcing, due diligence, and negotiations of secondary transactions. Mr. Witt’s perspective is shaped by his background sourcing and executing secondary transactions and co-investments in the U.S. and Europe. Prior to joining Abbott in 2018, Mr. Witt was a Director at Zurich Alternative Asset Management (“ZAAM”), the in-house unit managing the alternative investments of Zurich Insurance Group. At ZAAM, Mr. Witt was part of the global private equity team responsible for primary fund investments, co-investments, and secondary investments. Prior to that, Mr. Witt worked at the economic consulting unit of Oliver Wyman (NERA) in the Frankfurt and New York offices. Mr. Witt received his M.A. from the University of St. Gallen (Switzerland). He also studied at HEC Business School (France) and received his M.S. from the CEMS program. Mr. Witt is a CFA charterholder.

    Prior Experience:

    Zurich Alternative Asset Management, LLC, Director
    NERA Economic Consulting (Oliver Wyman), Consultant

    Education and Accreditations:

    University of St. Gallen, M.A. in Finance (Swiss lic. oec.)
    CEMS, M.S. in International Management
    CFA charterholder

  • Lance ZhouView Bio

    Lance ZhouVice President

    Mr. Zhou reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments.  Prior to joining Abbott Capital, Mr. Zhou worked as an Investment Director in the private equity division of Schroder Adveq where he was involved in primary fund investments, secondary fund/asset purchases, and direct co-investments. Mr. Zhou received a Bachelor of Science in Business Administration with a concentration in Finance and Marketing from SUNY Geneseo and his M.B.A. from Columbia University.

    Prior Experience:

    Schroder Adveq

    Education & Accreditations:

    SUNY Geneseo, Bachelor of Science in Business Administration

    Columbia University, M.B.A.

    CAIA Charterholder