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Jon is a Managing Director of Owner Resource Group. He co-heads the ORG Private Equity Group and serves on the Investment Committee.

Over his 27 years in corporate finance and private equity, he has been involved with more than 75 businesses in a wide range of industries and has served as an officer (including both interim CEO and CFO) or Board Member for 35 companies.

Prior to co-founding ORG, Jon was a Partner at HB Equity Partners and at Wand Partners, both in New York. He started his private equity career as an Assistant Vice President with the Conseco Private Capital Group. Prior to joining Conseco, Jon worked for Coopers & Lybrand, LLP in their Business Assurance and Financial Advisory Services practices.

Jon received his B.S. in Accounting from Lehigh University and his M.B.A. with honors from the Columbia University Graduate School of Business.

Aaron founded Canguru Capital Advisors in 2024 and is Managing Partner of the firm.

He leads Canguru’s capital raising and advisory work, from institutional fundraising to strategic equity partnerships. Aaron also serves on the CAIA Southwest Executive Committee.

Prior to founding Canguru, Aaron was a Managing Director at Pacific Current Group, where he worked across the full deal lifecycle on minority investments in private markets managers and led the team advising portfolio companies on strategic growth. Before that, he was recruited by the CEO of Meketa Investment Group to launch its Outsourced Chief Investment Office. Earlier, as a Director at Macquarie Investment Management, he helped launch the firm’s U.S. private markets business in 2007. He began his career in Sydney, Australia with Macquarie Group.

Aaron holds a B.E. in Mechanical Engineering and a Master’s in Finance & Commerce from the University of New South Wales. He is a Chartered Alternative Investment Analyst (CAIA) charterholder and holds FINRA Series 7, 24, 63, and 79 licenses.

David Rae is a transformational leader with over 40 years of experience in customer experience and business process outsourcing solutions. As the former CEO of Bill Gosling Outsourcing, David architected the company’s evolution from a regional debt collection firm into a globally recognized customer experience organization, operating across seven countries and serving some of the world’s most respected brands.

Bill Gosling’s success was not only the operational excellence that was driven from the early days by David, it was also supported through his partnering with private equity. David led the partnership with 4 private equity partners from 2001 to 2026.

While the growth of the company has been extremely successful, David is proudest of the long term team that grew and evolved with him, the culture they nurtured and the relationships they built.

David spends his time mentoring young entrepreneurs, while continuing his education on business trends and opportunities. He is also active with fitness, music, travel, golf and boating.

Joshua joined 747 Capital in 2003 and is a Partner of the firm.

He has been a member of the investment team since inception of the firm’s first fund and is responsible for sourcing and analyzing small-cap funds and direct co-investments, as well as being actively involved in portfolio management, due diligence, and manager selection. Josh also oversees reporting and fund administration as well as U.S. business development and serves on the advisory boards of various underlying portfolio funds.

Prior to joining 747 Capital, Joshua was a product marketing manager at Citadon, where he managed the development of collaborative software products for the construction and engineering industries.

Joshua holds a B.A. in Molecular Biology and Biochemistry from Middlebury College, and an M.B.A. in Finance from the Columbia Business School.