Senior Associate

Margaret is a Senior Associate on the investment team at Clearhaven Partners and joined the Firm in 2020. 

Prior to Clearhaven, Margaret was a Senior Associate at Erie Street Capital where she led initial deal evaluation of all potential platform investments and managed diligence processes and deal flow. Among other deals, Margaret assisted with the execution of the acquisition of 3Q Digital, a digital performance marketing agency. Post-close, Margaret also led operational and add-on sourcing/execution workstreams while working directly with CEO and other portfolio company executives.  

Previously, Margaret was a Manager in the Transaction Advisory Services practice at RSM where she led financial due diligence for many middle market private equity firms. 

Margaret is a CPA and began her career in the assurance practice at RSM, with a focus on auditing private equity and venture capital funds, where she became a subject matter expert in portfolio company valuations. 

Margaret earned her MBA from Chicago Booth, as a Wallman Scholar (High Honors) and a Siebel Scholar. Margaret also graduated with a B.S. in Finance and Accounting from Boston College.