Julia structures, underwrites, negotiates and manages investments for NXT Capital’s Direct Lending Group.
Julia has over 6 years of leveraged finance experience. Prior to joining NXT Capital in 2016, Julia began her career at Ernst & Young working in their audit practice.
Julia earned a B.S. in Finance and Accounting from Indiana University and holds a CPA license.
Dan structures, underwrites, negotiates and manages investments for NXT Capital’s Direct Lending Group.
Dan has over 8 years of leveraged finance experience. Prior to joining NXT Capital in 2014, Dan began his career at PNC Bank working in their Corporate and Institutional Banking group.
Dan earned a B.A. in Economics from the University of Chicago.
Kirk structures, underwrites, negotiates, and manages investments for NXT Capital’s Direct Lending Group.
Kirk has over 10 years of leveraged finance experience. Before joining NXT Capital in 2012, Kirk performed financial due diligence for private equity transactions in PwC’s transaction services group. Kirk began his career at Deloitte in their audit practice.
Kirk earned a B.B.A. and a Master’s in Accounting from the University of Wisconsin-Madison.
Steven structures, underwrites, negotiates and manages investments for NXT Capital’s Direct Lending Group.
Steven has over 10 years of leveraged finance experience. Prior to joining NXT Capital in 2014, Steven began his career at Deloitte in their audit practice.
Steven earned a B.S. in Finance and Accounting from Miami University. He also holds a CFA® charter.
Jeff structures, underwrites, negotiates and manages investments for NXT Capital’s Direct Lending Group.
Jeff has over 10 years of leveraged finance experience. Prior to joining NXT Capital in 2014, Jeff began his career at Ernst & Young working in their audit and transaction services practices.
Jeff earned a B.S. in Finance and Accounting from Miami University.
Karl is a member of NXT Capital’s Direct Lending Group, where he is responsible for managing challenged investments.
Karl brings over 15 years of finance experience to NXT Capital, both in the direct lending space and in private equity and investment banking. His experience includes work at Antares Capital, Primus Capital, and UBS Investment Bank.
Karl earned a Bachelor of Business Administration, with majors in finance and philosophy, from the University of Notre Dame.
Joseph is a member of NXT Capital’s Direct Lending Group, where he is responsible for managing challenged investments.
Joseph brings over 17 years of finance experience to NXT Capital. Prior to joining NXT Capital, Joseph was a member of GE Antares Restructuring Group, where he managed troubled and high-profile investments. Joseph began his career at General Electric where he completed the Financial Management Program (FMP) and Corporate Audit Staff (CAS) leadership development programs.
Joseph earned a Bachelor of Science in Finance from the University of Connecticut.
Joe serves as Co-Head and Senior Managing Director of NXT Capital and Senior Vice President of NXT Capital Investment Advisers, LLC.
Joe is jointly responsible for setting the strategic direction and overseeing all aspects of NXT Capital’s middle market private debt strategy. He supervises and manages all risk-related activities in the Direct Lending Group. His responsibilities include overseeing evaluation; structuring, diligence and closing new transactions; portfolio management, account monitoring and reporting; maintenance and compliance with NXT Capital’s Policies and Procedures; and restructuring activity. Joe also is a member of NXT Capital’s Credit and Investment Committees.
Joe has over 25 years of middle market leveraged lending experience, having held positions that include client relationship development and new business origination, transaction structuring and underwriting, negotiating and closing transactions, ongoing portfolio management and distressed debt evaluation and acquisition. Joe’s middle market lending experience also includes working at Merrill Lynch Capital and Heller Financial, as well as Golub Capital and LaSalle Bank.
Joe earned a B.S. in Business Administration from Valparaiso University and an M.B.A in Finance and Accounting from the University of Chicago Booth School of Business. He is a CFA® charterholder.