TAB1
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.
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
MBA
University of Illinois
BS, Finance
CERTIFICATIONS
Chartered Financial Analyst (CFA)
Tab2
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.
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
KPMG
Duke University
MBA
Arizona State University
BS, Accounting
CERTIFICATIONS
Chartered Financial Analyst (CFA)
Tab3
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.
Global Product Marketing
Becton Dickinson & Co.
Product Development
Abbott Laboratories
Talecris Biotherapeutics
Bioinformatics
Research Scientist at Celera Genomics
Research Scientist at Whitehead Institute / MIT Center for Genome Research
Duke University
MBA
University of Texas at Austin
MA, Biological Sciences
Trinity University
BS, Biochemistry
WE ARE ENTREPRENEURS, OPERATORS, AND EXECUTIVES.
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.
© 2015 PLENARY PARTNERS