Brad L. Morgan
Oprichter bij Platform Partners LLC
Profiel
Brad Morgan, President, co-founded Platform and currently serves on the Board of Directors of Beacon Funeral Partners, Dynamic Glass, Evergreen North America Industrial Services, Expedition Water Solutions, ShiftKey, South Coast Terminals and Vortex Companies.
In addition, he was on the Board of Platform’s investments in Beneplace, Firestone & Robertson Distilling, GHR Healthcare, Santa Barbara Tax Products Group and TRE Financial Services and was involved with Avalon Advisors, Cadence Bank and Landmark Aviation.
Prior to Platform, he was a Vice President of The CapStreet Group, where he worked since 2003.
Brad began his career in investment banking with Credit Suisse First Boston working in the Financial Sponsors / Leveraged Finance Group in New York.
Brad graduated Phi Beta Kappa from The University of Texas with a BA in the Plan II Honors Program and a BBA in finance.
Brad is active with a number of organizations, including the Children’s Museum of Houston (Board – Past President); The Greater Houston Community Foundation (Board); The Kinkaid School (Alumni Association Board – Past President, Advancement Committee); and The University of Texas Masters of Science in Finance (Advisory Council).
Brad has three young children who keep him very busy and he enjoys travel and all types of sports.
Actieve functies van Brad L. Morgan
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Platform Partners LLC
Platform Partners LLC Investment ManagersFinance Platform Partners LLC (Platform Partners) is a private equity firm founded in 2006 by Frederick W. Brazelton, Frederick R. Lummis, and Brad L. Morgan. The firm is headquartered in Houston, Texas. | Oprichter | 01-09-2006 |
Platform South Coast Holdings LLC | Directeur/Bestuurslid | - |
Beacon Funeral Holdings LLC
Beacon Funeral Holdings LLC Financial ConglomeratesFinance Beacon Funeral Holdings LLC is an investment holding private company. The company is based in Sugar Land, TX. The CEO of the company is Mark Bruce. | Directeur/Bestuurslid | - |
Dynamic Glass LLC
Dynamic Glass LLC Engineering & ConstructionIndustrial Services Dynamic Glass LLC is a leading glass and glazing contractor based in the United States. The company is based in Houston, TX and has subsidiaries in the United States. Dynamic Glass offers a wide range of glass and metal cladding products and solutions to the commercial construction market through its three divisions: exterior glass, interior glass, and metal panels. The exterior glass division fabricates and installs exterior glass systems primarily for new commercial and specialty construction projects, while the interior division focuses on interior glass. Dynamic Glass provides glass and metal panel products and services for exterior and interior cladding applications, with the exterior division primarily focusing on exterior window systems and metal panels for buildings ranging from 2 stories up to 60 stories. The company was founded in 1990 by Chuck Cieslewicz and Rick Cieslewicz and has since grown into one of the largest glass and glazing contractors in the country. | Directeur/Bestuurslid | - |
Expedition Water Solutions Colorado LLC
Expedition Water Solutions Colorado LLC Engineering & ConstructionIndustrial Services Expedition Water Solutions Colorado LLC operates as water midstream company. The firm has principal operations in the Denver- Julesburg Basin (“DJ Basin”) of Colorado and the Powder River Basin (“PR Basin”) of Wyoming. The company was founded by Jim Goddard in 2013 and is headquartered in Greeley, CO. | Directeur/Bestuurslid | - |
South Coast Terminals LLC
South Coast Terminals LLC Wholesale DistributorsDistribution Services South Coast Terminals LLC provides blending, bulk liquid, and packaging services. The private company is based in Houston, TX. The company focuses on the health and safety of its employees while offering reliable services to its customers. The company specializes in toll manufacturing of specialty chemicals, lubricant building blocks, and finished products for heavy industry and OEM consumers. South Coast Terminals also offers warehouse storage for packaged raw materials and finished products. The company facilitates direct transfers from inbound railcars to commercial tank trucks, from imported ISO containers to railcars or tank trucks, or from marine vessels to shore tanks. The company was founded in 1964, and the CEO is Kenneth F. Owen. South Coast Terminals was acquired by KMCO LLC, a subsidiary of Brenntag SE, from Sudbury, Inc. on January 02, 1996 for $18.25 million. | Directeur/Bestuurslid | - |
ShiftKey LLC
ShiftKey LLC Internet Software/ServicesTechnology Services Part of Medline Industries LP, ShiftKey LLC is a company that provides a scheduling and credential management platform. The company is based in Irving, TX. The company was founded in 2016 by Tom Ellis and Ralph Marczynski. The CEO is Mike Vitek. ShiftKey was acquired by Medline Industries LP on February 07, 2023. | Directeur/Bestuurslid | - |
Evergreen Industrial Holdings LLC
Evergreen Industrial Holdings LLC Environmental ServicesIndustrial Services Evergreen Industrial Holdings LLC engages in the provision of industrial and environmental cleaning solutions and services. It serves the refining, power generation, petrochemical, manufacturing, mining, waste to energy, and paper industries. The company was founded by Jon Hodges Jr. in 2000 and is headquartered in DE. | Directeur/Bestuurslid | - |
Vortex Cos. LLC
Vortex Cos. LLC Information Technology ServicesTechnology Services Vortex Cos. LLC engages in the provision of civil infrastructure services. Its solutions include pipe inspection, pipe rehabilitation, facility maintenance, geopolymer lining, manhole rehabilitation, pipe bursting, point repair, polymer coatings, and turnkey bypass. The company was founded by Michael Vellano, Nick Banchetti, Craig Strawbridge and Neil Wisener and is headquartered in Houston, TX. | Directeur/Bestuurslid | - |
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Eerdere bekende functies van Brad L. Morgan
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Opleiding van Brad L. Morgan
The University of Texas at Austin | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 17 |
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Platform Partners LLC
Platform Partners LLC Investment ManagersFinance Platform Partners LLC (Platform Partners) is a private equity firm founded in 2006 by Frederick W. Brazelton, Frederick R. Lummis, and Brad L. Morgan. The firm is headquartered in Houston, Texas. | Finance |
The CapStreet Group LLC
The CapStreet Group LLC Investment ManagersFinance The CapStreet Group LLC (Capstreet Group) is a private equity firm founded in 1990 by George B. Kelly and Fred R. Lummis. The firm is headquartered in Houston, Texas. | Finance |
South Coast Terminals LLC
South Coast Terminals LLC Wholesale DistributorsDistribution Services South Coast Terminals LLC provides blending, bulk liquid, and packaging services. The private company is based in Houston, TX. The company focuses on the health and safety of its employees while offering reliable services to its customers. The company specializes in toll manufacturing of specialty chemicals, lubricant building blocks, and finished products for heavy industry and OEM consumers. South Coast Terminals also offers warehouse storage for packaged raw materials and finished products. The company facilitates direct transfers from inbound railcars to commercial tank trucks, from imported ISO containers to railcars or tank trucks, or from marine vessels to shore tanks. The company was founded in 1964, and the CEO is Kenneth F. Owen. South Coast Terminals was acquired by KMCO LLC, a subsidiary of Brenntag SE, from Sudbury, Inc. on January 02, 1996 for $18.25 million. | Distribution Services |
Landmark Aviation, Inc.
Landmark Aviation, Inc. Other Consumer ServicesConsumer Services Landmark Aviation, Inc. provides aircraft services to the aviation industry. It offers operations, light aircraft repair, maintenance, aircraft charter, sales, and management services. The company was founded in 2004 and is headquartered in Houston, TX | Consumer Services |
TRE Financial Services, Inc.
TRE Financial Services, Inc. Packaged SoftwareTechnology Services TRE Financial Services, Inc. provided tax and accounting software solutions. Its products included turbocash, orrtax software solutions, credit union tax services, community tax service, and preparemyreturn. The company was founded by Andrew J. Priest in 1990 and was headquartered in Houston, TX. | Technology Services |
Santa Barbara Tax Products Group LLC
Santa Barbara Tax Products Group LLC Other Consumer ServicesConsumer Services Santa Barbara Tax Products Group LLC provides tax-related financial products and services to tax professionals and taxpayers in the United States. It offers its products and services through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. The company was founded in 1991 and is headquartered in San Diego, CA. | Consumer Services |
Evergreen Industrial Holdings LLC
Evergreen Industrial Holdings LLC Environmental ServicesIndustrial Services Evergreen Industrial Holdings LLC engages in the provision of industrial and environmental cleaning solutions and services. It serves the refining, power generation, petrochemical, manufacturing, mining, waste to energy, and paper industries. The company was founded by Jon Hodges Jr. in 2000 and is headquartered in DE. | Industrial Services |
Expedition Water Solutions Colorado LLC
Expedition Water Solutions Colorado LLC Engineering & ConstructionIndustrial Services Expedition Water Solutions Colorado LLC operates as water midstream company. The firm has principal operations in the Denver- Julesburg Basin (“DJ Basin”) of Colorado and the Powder River Basin (“PR Basin”) of Wyoming. The company was founded by Jim Goddard in 2013 and is headquartered in Greeley, CO. | Industrial Services |
Firestone & Robertson Distilling Co. LLC
Firestone & Robertson Distilling Co. LLC Beverages: AlcoholicConsumer Non-Durables Firestone & Robertson Distilling Co. operates as a artisanal whiskey distillery. It offers TX whiskey, TX bourbon, and cocktails. The company was founded by Leonard L. Firestone and Troy Robertson in 2010 and is headquartered in Fort Worth, TX. | Consumer Non-Durables |
Dynamic Glass LLC
Dynamic Glass LLC Engineering & ConstructionIndustrial Services Dynamic Glass LLC is a leading glass and glazing contractor based in the United States. The company is based in Houston, TX and has subsidiaries in the United States. Dynamic Glass offers a wide range of glass and metal cladding products and solutions to the commercial construction market through its three divisions: exterior glass, interior glass, and metal panels. The exterior glass division fabricates and installs exterior glass systems primarily for new commercial and specialty construction projects, while the interior division focuses on interior glass. Dynamic Glass provides glass and metal panel products and services for exterior and interior cladding applications, with the exterior division primarily focusing on exterior window systems and metal panels for buildings ranging from 2 stories up to 60 stories. The company was founded in 1990 by Chuck Cieslewicz and Rick Cieslewicz and has since grown into one of the largest glass and glazing contractors in the country. | Industrial Services |
GHR Healthcare LLC
GHR Healthcare LLC Personnel ServicesCommercial Services GHR Acquisition LLC provides healthcare services. The company is headquartered in Houston, TX. | Commercial Services |
Beneplace LLC
Beneplace LLC Miscellaneous Commercial ServicesCommercial Services Beneplace LLC provides voluntary benefits and employee discount programs. Its services include auto and home, critical illness, dental, disability, group legal, long-term care and other voluntary benefits. The firm serves employers, government agencies and institutions. The company was founded in 1995 and is headquartered in Austin, TX. | Commercial Services |
Vortex Cos. LLC
Vortex Cos. LLC Information Technology ServicesTechnology Services Vortex Cos. LLC engages in the provision of civil infrastructure services. Its solutions include pipe inspection, pipe rehabilitation, facility maintenance, geopolymer lining, manhole rehabilitation, pipe bursting, point repair, polymer coatings, and turnkey bypass. The company was founded by Michael Vellano, Nick Banchetti, Craig Strawbridge and Neil Wisener and is headquartered in Houston, TX. | Technology Services |
ALM First Group LLC
ALM First Group LLC Financial ConglomeratesFinance ALM First Group LLC engages in the provision of financial advisory services for banks and credit unions. The firm offers advisory partnerships, asset liability management, hedging and derivatives services, investment management, and specialty financial services. The company was founded in 1995 and is headquartered in Dallas, TX. | Finance |
Beacon Funeral Holdings LLC
Beacon Funeral Holdings LLC Financial ConglomeratesFinance Beacon Funeral Holdings LLC is an investment holding private company. The company is based in Sugar Land, TX. The CEO of the company is Mark Bruce. | Finance |
ShiftKey LLC
ShiftKey LLC Internet Software/ServicesTechnology Services Part of Medline Industries LP, ShiftKey LLC is a company that provides a scheduling and credential management platform. The company is based in Irving, TX. The company was founded in 2016 by Tom Ellis and Ralph Marczynski. The CEO is Mike Vitek. ShiftKey was acquired by Medline Industries LP on February 07, 2023. | Technology Services |
Platform South Coast Holdings LLC |