Experience matters

Jordan is responsible for developing the firm’s investment strategy and processes, including investment identification, selection, underwriting, due diligence, transaction execution, and post-closing value creation. He leads the firm’s investment committee and is involved in all aspects of the firm’s operations.

Jordan founded Civaris on the belief that human capital — not financial capital — is the defining driver of business outcomes. The firm applies empirical data, applied science, and pattern recognition to talent assessment, organizational design, and leadership effectiveness — integrating these disciplines into every stage of the investment process.

Prior to founding Civaris, he spent the entirety of his career in the private equity, investment banking, and financial services industries, involved in the execution of billions of dollars of both debt and equity transactions. Most recently, he served on the private equity investment team at White Wolf Capital, where he served on the Board of Directors of three portfolio companies, as an observer for several others, and was a member of the firm’s Valuation and Human Capital committees. His previously held roles with PNC Mezzanine Capital, PNC Capital Markets, and PricewaterhouseCoopers’ Banking & Capital Markets practice.

Jordan received a BSBA from the University of Pittsburgh with majors in Accounting and Finance, where he graduated magna cum laude. He was formerly a Certified Public Accountant in the Commonwealth of Pennsylvania (inactive) and previously held FINRA Series 7, 63, and 79 licenses (inactive).

Patrick leads the firm’s origination, business development, and investor relations functions. He serves on the firm’s investment committee and plays an active role across the firm’s operations. He also serves as the firm’s Chief Compliance Officer.

Prior to joining Civaris, Patrick spent the entirety of his career in the private equity, asset management, and private wealth industries. For the past decade, he has advised emerging managers on matters related to firm strategy, capital formation, and operational best practices. Over the course of his fundraising career, Patrick has raised over $1 billion in aggregate commitments, the majority for emerging managers, and was responsible for the origination of new mandates. Most recently, he served as a Director with FirstPoint Equity, a boutique investment bank headquartered in London, and previously held similar roles with Siguler Guff, Allianz Global Investors, and UBS Financial Services.

Patrick received a BSBA from the University of Pittsburgh in 2011 with a major in Finance and minor in Economics, where he graduated cum laude. Patrick has been a CFA charterholder since 2016 and has held FINRA Series 7 and 66 licenses since 2012.

Ronald S. Burt is an Operating Partner at Civaris Capital Management, LP and advises the firm on organizational network analysis, social capital optimization, and the structural dynamics that drive performance within and across portfolio companies.

Ron is the Charles M. Harper Leadership Professor Emeritus of Sociology and Strategy at the University of Chicago Booth School of Business and a Distinguished Professor at Bocconi University. His research on social networks and social capital — particularly the concept of structural holes — is foundational to organizational theory, economic sociology, and strategic management. Ron’s work demonstrates how network position creates competitive advantage in careers, organizations, and markets, providing the empirical framework through which Civaris evaluates and optimizes organizational effectiveness.

Ron has over 130,000 academic citations and is the author of several seminal works, including Structural Holes: The Social Structure of Competition (Harvard University Press, 1992) and Brokerage and Closure: An Introduction to Social Capital (Oxford University Press, 2005). He has received numerous distinctions, including the Simmel Award, the George R. Terry Book Award, and the Distinguished Scholar Award from the Organization and Management Theory Division of the Academy of Management. Ron was elected to the Fellows of the Academy of Management in 2016 and the American Academy of Arts and Sciences in 1993. He previously served as the Shell Professor of Human Resources at INSEAD and as Vice President of Strategic Learning at Raytheon Company.

Ron received a BA in Social and Behavioral Sciences from Johns Hopkins University and a PhD in Sociology from the University of Chicago.

Barry is the Founder and President of Conchie Associates, specializing in psychometric assessment, executive coaching, top-level succession planning, team optimization, and organizational effectiveness. Barry’s work spans over 30 years in the areas of psychometric assessment and testing, executive coaching, succession planning, and strategic alignment. He has consulted and partnered with leading global organizations, advising boards on CEO selection and executive succession.

Barry previously led the Gallup organization’s global Leadership Research and Development business, where he served as a Senior Scientist until 2013. Barry’s career with Gallup began in London, where he built their leadership consulting business across Europe, the Middle East, and Africa before assuming global responsibilities in Washington, DC.

Barry is the New York Times and Wall Street Journal best-selling co-author of Strengths Based Leadership (Gallup Press, 2008) and co-author of The Five Talents That Really Matter: How Great Leaders Drive Extraordinary Performance (Hachette Go, 2024). He has been ranked among the top 50 leadership thinkers in the world by Leadership Insights magazine.

Barry graduated from the University of Bradford (UK) with a degree in Educational Psychology and holds a Master’s in Cognitive Psychology and doctoral degrees in Cognitive Neuroscience and Statistical Modeling from Oxford University. He is also a George Washington University certified survey research methodologist.

Sarah Dalton is an Operating Partner at Civaris Capital Management, LP and is Barry Conchie’s counterpart in the execution of the firm’s empirical human capital assessment, leadership effectiveness, and employee engagement processes.

Sarah is a Partner at Conchie Associates, where she has worked extensively in developing assessment processes and training teams across a variety of industries. Sarah is an expert in interpreting talent assessments and applying those insights to drive superior hiring decisions and world-class performance across all levels of an organization. She is certified in conducting executive-level talent assessments and regularly advises leaders on achieving greater effectiveness and developing their leadership strengths.

Sarah co-authored The Five Talents That Really Matter: How Great Leaders Drive Extraordinary Performance (Hachette Go, 2024) with Barry Conchie.
Sarah graduated with a degree in Business Administration and holds a Master’s in Industrial and Organizational Psychology from Colorado State University.