TONI PELÁEZ (PARTNER) Toni co-founded Plenary Partners to be a true value-add partner to the entrepreneurs we back, and look for entrepreneurs who desire more than just capital from an investment partner. Toni has many years of experience in venture capital and private equity investing, capital raising, new company formation, operations and strategy. Toni was previously founder and vice president of UIB Capital, a middle market private equity firm, where she led investment initiatives in healthcare and consumer products and served as interim CEO of portfolio companies. Prior to UIB, Toni provided restructuring and turnaround management while at Ernst & Young. Toni also held positions with Booz Allen & Hamilton and began her career at Heller Financial.

  (312) 973-3873 ext. 701

Executive Management

CEO of a Lifestyle Brand
COO of Equipment Manufacturer

Private Equity

UIB Capital

Leveraged Finance

Heller Financial

M&A Capital & Debt Advisory

Ernst & Young Corporate Finance

Strategy Consulting

Booz Allen

Harvard University


University of Illinois

BS, Finance


Chartered Financial Analyst (CFA)


TROY MONTHYE (PARTNER) Troy co-founded Plenary Partners upon the simple philosophy that returns are enhanced when an investor is more than just financially committed to a portfolio company. Having operated several businesses in the healthcare and energy industries, and having consulted for numerous others, Troy lends practical perspectives, real-world experiences and a collaborative spirit to support management teams in growing and improving their companies. Troy has been a private equity principal for over 10 years, and has served in CEO and CFO roles for several operating companies. Previously, Troy led energy investing at UIB Capital, and led additional investments across technology, healthcare and branded consumer platforms. Prior to principal investing, Troy worked in investment banking, management consulting and securities analysis.

  (312) 973-3873 ext. 702

Executive Management

CEO of Equipment Manufacturer
CFO of Home Health Company
President of Design-Build Construction Firm

Private Equity

UIB Capital

Investment Banking

Navigant Capital Advisors
American Express

Securities Analysis

Morgan Stanley

Management Consulting


Duke University


Arizona State University

BS, Accounting


Chartered Financial Analyst (CFA)


KABIR CHATURVEDI (PARTNER) Kabir is motivated by the confluence of big data, biology, and medicine – and the investment opportunities they generate. He began his career as a computational biologist participating in the human genome project, focusing his attention on technology licensing and intellectual property monetization in pharmaceuticals and diagnostics. Kabir has over 15 years’ experience in the life sciences in various business development and scientific roles, having assisted numerous pharma, medical device and diagnostics companies with the development and monetization of robust intellectual property portfolios. Prior to joining Plenary, Kabir led global marketing efforts at Becton Dickinson & Co. for a molecular diagnostics franchise which he grew to over $40M in sales, while targeting the emerging market for IVD products in translational research. Prior to BD, Kabir spent five years in the pharmaceutical industry at Abbott Laboratories and Talecris Biotherapeutics.

  (312) 973-3873 ext. 703

Global Product Marketing

Becton Dickinson & Co.

Product Development

Abbott Laboratories
Talecris Biotherapeutics


Research Scientist at Celera Genomics
Research Scientist at Whitehead Institute / MIT Center for Genome Research

Duke University


University of Texas at Austin

MA, Biological Sciences

Trinity University

BS, Biochemistry


We have led, or assisted management teams in implementing numerous growth initiatives
in corporate development, marketing, and operations.

We believe credibility is earned from hands-on experience, and know first-hand the impact
that a strong personal connection between entrepreneur and investor has on a company
and its employees in coming together to achieve growth and profitability.