Managing Director
Joined: 2016
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Chance Cross joined Cappello Global in 2016. Mr. Cross began his career at Merrill Lynch primarily focused on portfolio management. Following his role at Merrill, Mr. Cross joined the investment banking team of TFA Capital Partners focusing on capital raising and M&A advisory. While at Cappello, Mr. Cross has worked on transactions in a variety of industries including technology, healthcare, consumer products, business services, manufacturing, food & beverage, leisure, transportation, energy, financial institutions and education. Notable transactions include advising: Snow Valley LLC, a Southern California ski resort operation, on its sale to Alterra Mountain Company; Chef Merito Inc., a manufacturer and distributor of a leading Hispanic brand of seasonings, marinades and other specialty foods products, on its sale to a private equity firm; Unity Courier, Inc., a leading B2B courier and logistics operator, on its sale to TFI International Inc.; Gusmer Enterprises, Inc., a leading manufacturer and distributor of a wide range of fermentation and filtration products for food, beverage and pharmaceutical applications, on its growth debt financing with Kayne Anderson Capital; Citadel Fitness LLC, a leading Planet Fitness franchisee, on its unitranche growth financing with ArrowMark Partners; Prologic Technology Systems, Inc. on its sale to Frontline Technology Holdings, LLC, a portfolio company of Thoma Bravo, LLC; and MMGY Global LLC on its majority recapitalization transaction with Peninsula Capital Partners LLC. Mr. Cross received an M.B.A. from the Marshall School of Business at USC and a B.A. from Princeton University.