Our diverse team of investment professionals understands your mission-critical initiatives and works hard to build results. We are dedicated to hearing the whole story and being a partner in your business future.
Richard C. Bollinger, CPA / Director
Richard joined CapX Partners in May 2002, bringing a well-rounded depth of experience to financial accounting, taxation and portfolio management. He now heads the firm's San Diego office, and is responsible for its business development and underwriting. Much of Richard's professional expertise was garnered during his tenure as a supervising senior accountant with KPMG, a professional-services firm specializing in consulting, attestation and advisory services. He was responsible for planning and performing year-end financial audits for privately held and publicly traded companies, including several of KPMG's national accounts. Richard earned a bachelor's degree in accounting from Southern Methodist University.
Eric Barton / Vice President
Eric joined CapX Partners in February 2005 to focus on portfolio management, investment underwriting and administration.
Prior to CapX, Eric was a Partner/Vice President at Barrett Trade & Finance Group, an international trade and finance company, where his responsibilities included deal origination and portfolio management. Before BTFG, Eric worked for a venture-capital backed company, DealerSource.com, Inc., where he played an integral role in the formation of the company. Eric's career started at Scudder Kemper Investments where he worked initially as an Investment Analyst before moving into his role as a Benefits Consultant.
He serves on the board of directors at Hope for Chicago, a local not-for-profit organization. Eric graduated from Illinois State University with a B.S. in Mathematics. He is currently pursuing his MBA at the University of Chicago’s Graduate School of Business.
Angela joined CapX in 2008 as Controller and is responsible for all financial reporting and compliance of the funds. Before joining CapX, Angela served two years as a Financial Analyst for Merrill Lynch Capital (MLC) directly supporting the VP of Financial Reporting and Planning with MLCs middle market loan and lease portfolios. Before joining MLC, Angela was an Accounting Manager at Trading Technologies, Inc, a financial services company software provider. Angela is a CPA and member of the Illinois CPA Society. Angela earned her Bachelor of Science in Accounting from Purdue University and is currently pursuing her MBA at Northwestern Universitys Kellogg School of Management.
Peter Sheehan / Associate
Peter joined CapX Partners in January 2008 and assists with investment underwriting, portfolio management and administration. Prior to joining CapX, Peter was an Associate with LaSalle Bank N.A.’s Specialty Commercial Lending Department where his responsibilities included financial analysis, cash flow modeling and portfolio management. Peter graduated from Vanderbilt University with a Bachelor of Arts in Econom.
Claudia Loza / Office Manager
Claudia joined CapX as Office Manager in 2005. Claudia works closely with the company partners, investors and staff to ensure the smooth operation of the firm’s day-to-day business.
Prior to CapX, she was the Office Manager at World Relief – Chicago (WR-C), an international non-for-profit that works with refugees and immigrants from different cultural and socio-economic backgrounds, where she oversaw company operation and day activity for 80 plus people. Before WR-C, Claudia was Office Manager for Iris Krieg and Associates (IKA), provider of individualized professional services in the processes of giving and philanthropy.
Claudia is currently pursuing her Bachelor of Science in Commerce at DePaul University.
Richard joined CapX Partners in May 2002, bringing a well-rounded depth of experience to financial accounting, taxation and portfolio management. He now heads the firm's San Diego office, and is responsible for its business development and underwriting. Much of Richard's professional expertise was garnered during his tenure as a supervising senior accountant with KPMG, a professional-services firm specializing in consulting, attestation and advisory services. He was responsible for planning and performing year-end financial audits for privately held and publicly traded companies, including several of KPMG's national accounts. Richard earned a bachelor's degree in accounting from Southern Methodist University.
Eric joined CapX Partners in February 2005 to focus on portfolio management, investment underwriting and administration.
Angela joined CapX in 2008 as Controller and is responsible for all financial reporting and compliance of the funds. Before joining CapX, Angela served two years as a Financial Analyst for Merrill Lynch Capital (MLC) directly supporting the VP of Financial Reporting and Planning with MLCs middle market loan and lease portfolios. Before joining MLC, Angela was an Accounting Manager at Trading Technologies, Inc, a financial services company software provider. Angela is a CPA and member of the Illinois CPA Society. Angela earned her Bachelor of Science in Accounting from Purdue University and is currently pursuing her MBA at Northwestern Universitys Kellogg School of Management.
Peter joined CapX Partners in January 2008 and assists with investment underwriting, portfolio management and administration. Prior to joining CapX, Peter was an Associate with LaSalle Bank N.A.’s Specialty Commercial Lending Department where his responsibilities included financial analysis, cash flow modeling and portfolio management. Peter graduated from Vanderbilt University with a Bachelor of Arts in Econom.