Chris Perez

Experience

1. Associate, Business Development

   Keswick Partners

   Jan 2025 — Present · Charlotte, NC, US

   Keswick Partners is a private equity firm founded to serve business owners and management teams in the lower middle-market. We are investing out of our $100 million fund, making majority and minority equity investments in value-added distribution, specialty service, and niche manufacturing companies across the United States with $2 million to $5 million of EBITDA.Our investment team, based in Tampa, FL and Charlotte, NC, has worked together for nearly 15 years providing liquidity solutions and management equity opportunities to founder-owned and family-owned businesses. We look to partner with talented, passionate management teams to support them in their companies\' continued growth and development. We build relationships with management on the principles of trust, integrity, and active collaboration. Our goal is to achieve mutually beneficial long-term outcomes through reliance on stewardship and cooperation.

Education

• Gonzaga College High School

  High School

  2006 — 2009

• William & Mary

  Bachelor of Arts (BA)

  2009 — 2014

• UNC Kenan-Flagler Business School

  Master of Business Administration - Executive MBA

Skills

• Customer Service
• Economics
• Public Speaking
• Marketing
• Series 63
• Microsoft Office
• Finance
• Community Outreach
• General Securities Registered Representative
• Microsoft Excel
• Powerpoint
• Financial Reporting
• Microsoft Word
• Adobe Professional
• Event Planning
• Teamwork
• Social Media
• Research
• Social Networking
• Series 7
• Leadership
• Financial Analysis
• Data Analysis
• Communication