Michael
McQueeney

Managing Partner Emeritus

One of Summer Street’s founding partners, Mike has over 30 years of experience investing in middle market companies. Mike oversaw the firm’s investment activities, operations, and investor relations. He was also active in fund marketing activities and sourcing transactions.

Across the Summer Street portfolio, Mike led several transactions to a successful close and actively participated on company boards. Prior to co-founding Summer Street, Mike was founder and President of Buffalo Ventures, Inc. He previously held positions in finance, operations, sales, and marketing across a breadth of industries including banking, manufacturing, and construction.

Mike earned his MBA at the Amos Tuck School of Business Administration at Dartmouth College, and received his undergraduate degree from Bowdoin College.

Mike has been actively engaged in several industry associations as well as charitable not-for-profit organizations, both locally and internationally. He currently serves as a Director for All Hands & Hearts-Smart Response, a non-profit organization providing assistance to survivors of natural disasters around the world.

Representative Portfolio Company Involvement

Fun Facts About Michael

Mike celebrates over 35 years of marriage with his wife and has two children. Mike enjoys golf, tennis, kayaking, biking, skiing, and traveling.

What Michael Enjoys About His Career

“The relationships. I enjoy talking to business owners about both their successes and challenges, and what role we could play in helping them to achieve their goals.”

mmcqueeney@
summerstreetcapital.com

Brian
D’Amico

Managing Partner

A founding partner of Summer Street with over 20 years of experience in equity investing, Brian oversees the firm’s investment activities, operations, and investor relations. Brian leads the firm’s sector-focused investment strategies.

Brian actively manages Summer Street portfolio companies and holds several board positions. He has experience across all sectors, with a focus in the environmental services sector.

Prior to co-founding Summer Street, Brian managed corporate finance activities with a regional M&A advisory firm, and was Vice President of Buffalo Ventures, Inc. Throughout his career, Brian has advised entrepreneurs, invested in small companies, and shepherded transactions to a successful close.

Brian is a graduate of Canisius College, where he earned his Bachelor of Science degree in Finance.

Representative Portfolio Company Involvement

Fun Facts About Brian

Brian and his wife have two children. Brian enjoys golf, reading, and traveling with his family.

A Summer Street Achievement Brian is Proud of

“Participating in the dramatic growth of our solid waste platforms. We have helped transform local providers into regional leaders, completing nearly 40 add-on acquisitions across our solid waste platforms. It’s been fun and rewarding.”

bdamico@
summerstreetcapital.com

Jennifer
Balbach

Partner

A founding partner of Summer Street, Jennifer is involved in most aspects of the firm’s operations. Her responsibilities include portfolio company development, marketing support, and administrative management. Jennifer has served on the boards of several portfolio companies, including those in manufacturing and services sectors.

Prior to Summer Street, Jennifer served as Vice President at Buffalo Ventures, where she placed equity investments in and provided advisory services to numerous small businesses in Western New York. She also served as a management consultant at Bain & Company, Coopers & Lybrand, and American Management Systems, where she advised clients in manufacturing, defense, and services sectors.

A graduate of Harvard College, Jennifer also received an MBA from the Amos Tuck School of Business Administration at Dartmouth College.

Jennifer serves as a director for several local and regional boards, including the Community Foundation of Greater Buffalo, the Mother Cabrini Health Foundation for New York State, the Harvard Alumni Association of Western New York, and the Lifetime Healthcare Companies, parent of Blue Cross/Blue Shield affiliated health plans of Upstate New York. She also chairs the investment committee for the Roman Catholic Diocese of Buffalo’s pension and investment funds.

Fun Facts About Jennifer

Jennifer and her husband are proud parents of three sons. Jennifer enjoys skiing and traveling, as well as being a hockey, soccer, and lacrosse mom.

What Jennifer Enjoys About Her Career

“Learning from our CEO’s. While each company we invest in has a completely different story, they often share similar challenges and successes. I love it when we can use the insights from one company’s experience to help a team in a completely unrelated industry to achieve their goals.”

jbalbach@
summerstreetcapital.com

John
Collins

Partner

A member of the Summer Street team for over 10 years, John assists in Summer Street’s investment process, including due diligence and transaction support. He takes an active role in supporting the management and financial teams at our portfolio companies. John is a board member with several of our portfolio companies across all sectors of focus. He is also responsible for managing the junior investment team.

Previously, John was an Investment Banking Analyst in Deutsche Bank’s Leveraged Finance group in New York City.

John earned a Bachelor’s degree in Economics with distinction from Cornell University.

Representative Portfolio Company Involvement

Fun Facts About John

John and his wife have three young children. John is a sports enthusiast who enjoys football, baseball, and basketball, and is the reigning office ping-pong champion.

What John Enjoys About His Career

“I’m a numbers guy, but what I really enjoy is digging in to learn the story behind the numbers. Each company’s financial statements reflect the challenges that are specific to their industry, and the strategies that they’ve employed to get ahead. They all have a unique story to tell.”

jcollins@
summerstreetcapital.com

Michael
Petri

Partner

A member of the Summer Street team for 15 years, Mike is actively involved in all aspects of the firm’s investment activity and portfolio management. Mike has led successful closings and exits of several Summer Street transactions. He takes an active role in supporting Portfolio Company management teams and serves on several boards across all sectors of focus.

Prior to joining Summer Street, Mike worked as an analyst at JPMorgan Chase and a Commercial Banker at M&T Bank, where he worked closely with privately held middle market and mid-corporate businesses.

Mike graduated from Canisius College, where he earned both a dual Bachelor’s degree in Economics and Finance and a Master’s degree in Business Administration.

Mike has been actively engaged in several not-for-profit organizations. He is a student mentor and advisor to the Golden Griffin Fund, a student-run investment fund at his alma mater, Canisius College.

Representative Portfolio Company Involvement

Fun Facts About Michael

Michael and his wife are proud parents of three children. Michael is an avid soccer player and continues to play competitively in tournaments.

What Michael Enjoys About His Career

“Helping family-owned business owners to preserve their legacy through an ownership transition. It’s rewarding to see a family finally realize the value of generations of hard work. I take pride in the fact that they trust us to continue to guide the company and its employees into a new phase of growth.”

mpetri@
summerstreetcapital.com

Aleks
Spellman

Senior Associate

Aleks assists in the investment process, including extensive due diligence and transaction work. She also supports the firm’s valuation and reporting process, as well as the financial analysis needs of portfolio companies.

Aleks came to Summer Street from our former portfolio company Dwellworks, where she served as the Director of Financial Planning and Analysis.

Aleks earned a Master’s degree in Economics from Cleveland State University, and a BS in Economics from John Carroll University. She is a CFA charterholder.

Representative Portfolio Company Involvement

Fun Facts About Aleks

Aleks enjoys running, yoga and reading. Aleks and her husband are avid travelers.

What Aleks Enjoys About Her Career

“Working with entrepreneurs. We get to work with ambitious business owners and managers who have built successful companies, helping them to accelerate their growth by adding new product lines or growing into new territories. It makes the hard work fun and energizing.”

aspellman@
summerstreetcapital.com

Mark
Zogaria

CFO, CCO

Mark is responsible for Summer Street’s financial administration and reporting. Mark also manages investor relations and company compliance.

Prior to joining Summer Street, Mark spent nine years as CFO and Director of Finance & Operations at SoftBank Capital and Z80 Labs. He also served as CFO at CCS Healthcare, a leading multidisciplinary medical group in Buffalo, NY. Mark started his career in public accounting at Tronconi Segarra & Associates.

Mark attended Canisius College, graduating with a Bachelor’s of Science degree in Accounting, and earned an MBA at the University at Buffalo. Mark is a Certified Public Accountant.

Fun Facts About Mark

Mark and his wife are proud parents of three daughters. Mark enjoys playing basketball and tennis.

What Mark Enjoys About His Career

“I enjoy working with our Portfolio Companies – sharing new ideas and tools to help make their reporting easier and more useful, or working to assess the advantages of an add-on acquisition.”

mzogaria@
summerstreetcapital.com

Krista
Jurs

Controller

Krista is responsible for the internal accounting and compliance operations, including financial reporting, budgets and audit and tax support. Krista also participates in managing Intralinks, benefit plans, and human resources.

Prior to joining Summer Street, Krista served in a Finance role at Discover Financial Services. Prior to that she served in various finance and accounting roles at Citigroup, Bank of America and Fleet Bank.

Krista holds an accounting degree from SUNY Cobleskill.

Fun Facts About Krista

Krista and her husband Eric have one daughter, Halle, and enjoy spending time with family. Her coworkers enjoy when she brings in her homemade treats!

What Krista Enjoys About Her Career

“Even after years of working in finance & accounting, I still get excited when I find a new tool that I can use to make our investors’ assets safer, or that enables me to present our results in a more meaningful way.”

kjurs@
summerstreetcapital.com