About
New Charter
Technologies

With a career legacy that includes Commercial Banker, Entrepreneur, Corporate Executive, and Industry Consultant, Mitch’s background suits him to build New Charter Technologies as its CEO. Through his experiences he has crafted a vision for an Operating Model for New Charter. This unique equity partnership enables business owners to continue their entrepreneurial focus on a larger stage, and the companies they operate to achieve an even higher level of success together as part of New Charter.

Mitch has a long track record of successfully growing IT services businesses. Prior to founding New Charter, he ran a consultancy focused to MSP business improvement, and was also responsible for leading 21 MSP acquisitions. Previously, he was a Vice President at IKON, running a $500M division responsible for over 2,000 employees in technology services. He also founded and grew his own IT services business from startup to 75 employees before its successful acquisition. Additionally, Mitch was General Manager of Heartland Marketplace for IKON, with $100M P&L, 110 sales reps across four states. Mitch started his career as a commercial banker.

Jake Mizrahi is a Managing Director and Co-Founder of Oval Partners. He has worked in the Private Equity Industry for over 20 years and has extensive experience across transaction types, including buyouts, build-ups, corporate carve-outs, take privates, equity investments and debt financings. He focuses on making investments in information services, software, tech enabled services, and business and financial services. Jake has had a significant amount of success investing in and partnering with entrepreneurs to help them scale their companies by making acquisitions, generating organic growth, and developing strategic partnerships. His approach is to work with management teams to help them develop long term strategies to dramatically grow and transform their businesses. Prior to founding Oval Partners in 2015, Jake was a Managing Director at Golden Gate Capital, which he joined in 2003. Previously Jake was a founding executive of iPhrase Technologies, which was acquired by IBM. Early in his career, he was also an investment professional at Bain Capital and a management consultant at Bain & Company.

He holds an M.B.A. from the Stanford University Graduate School of Business and a B.S. in Management Science from the Massachusetts Institute of Technology (Phi Beta Kappa).

Jake is married with three children and lives in Menlo Park, CA

John Knoll is a Managing Director and Co-Founder of Oval Partners with over twenty years of history in Private Equity. His industry experience spans numerous end markets including software, electronics, IT, financial and business services, high mix manufacturing, and industrial technology. Within these markets, he has executed a wide range of transaction sizes and types, including founder exits and recapitalizations, take privates, corporate carve-outs, and asset purchases under bankruptcy reorganization. These toehold transactions often led to additional tuck-in acquisitions as part of a buy and build strategy to consolidate niche, fragmented end markets. Prior to Oval’s formation, John spent fourteen years at Golden Gate Capital (GGC) starting with the firm’s formation in 2000. At GGC, John invested in a variety of end markets across the GDP before leading the tech hardware and electronics vertical. His career started as a management consultant for four years with Bain & Company in the San Francisco and Stockholm offices.

He holds an M.B.A from the Stanford University Graduate School of Business and a B.S. and M.S. in Industrial Engineering from Stanford University.

John is married with three children and lives in Atherton, CA

Kyle Robertson is a Principal at Oval Partners. Prior to joining Oval Partners in 2016, Kyle spent three years at TSG Consumer Partners, a San Francisco-based private equity firm specializing in branded consumer and retail investments. Prior to TSG, Kyle worked in the investment banking division of J.P. Morgan in New York City. He holds an M.B.A. from the Stanford University Graduate School of Business and a B.B.A. in Finance from The University of Texas at Austin.

Dan Ruhl is a Partner at Oval Partners. He has worked in the Private Equity Industry for over 20 years and has extensive experience across transaction types, including buyouts, build-ups, corporate carve-outs, equity investments and debt financings. In his private equity and investment banking career Dan has specialized in working on transactions directly with business owners.

Prior to joining Oval Partners in 2016, Dan was the President of Clover Technologies, Inc. During Dan’s tenure at Clover, the company grew more than 20 fold and acquired over 30 companies. That experience in building and consolidating global businesses will be used to help Oval complete and integrate portfolio add-on acquisitions. Dan is actively engaged in executing on add-on acquisitions for FlexPrint, an Oval Partners portfolio company.

He holds an M.B.A. from the University of Chicago Booth School of Business and a B.S. in Finance from Northern Illinois University.

Dan has three children and lives in Chicago, IL

Bryan Bodhaine, joined New Charter in 2021. He began his career in public accounting with Deloitte & Touche, and has since held executive-level finance and operational roles with public and private companies in a variety of industries.

He has a proven track record of building and managing successful accounting teams, and has been on the buy and sell side of more than 20 acquisitions with strategic and private equity buyers, ranging from $1M to $320M.

Bryan holds a degree in Business Economics and Accounting from UC Santa Barbara, and is a CPA (inactive) in the State of Colorado.

Dan Escovitz is the Director of Business Development at Oval Partners, where he leads the origination and evaluation of new investment partnerships. He also supports Oval Partners companies in sourcing and executing add-on acquisitions. Dan has over a decade of experience working with entrepreneurs to support growth financings, strategic acquisitions and owner liquidity, and he has furthered these efforts at various investment firms, including Vector Capital, AMD Ventures and ABS Capital Partners.

He holds an M.B.A. from the University of Chicago Booth School of Business, a B.S. in Finance & Accounting and a B.A. in Molecular Biology, both from the University of Colorado at Boulder.