Prior to founding Lineage, Brook was a Partner at Heritage Partners, Inc., where he invested and managed investments in middle market closely-held businesses from 1993-2003. He was also one of the original four team members that left Equity Partners, the later stage equity unit of BancBoston Capital, to form Heritage Partners, Inc. in 1993. Brook was an investment professional at Equity Partners from 1990 to 1993. Previously, Brook invested in middle market buyouts at Integrated Acquisition, Inc. and at E.F. Hutton & Company. Brook holds a B.A. from Dartmouth College and an M.B.A. from the Amos Tuck School of Business at Dartmouth.

Prior to joining Lineage, Steve was a Vice President at Heritage Partners, Inc., where he was actively involved in all phases of sourcing, financing and closing investment partnerships with middle market, closely-held businesses. Post-closing, Steve has worked collaboratively with management teams on a broad range of growth and cost-focused performance improvement initiatives. Earlier in his career, Steve was a Project Leader at the Boston Consulting Group. He also worked in the investment banking department of Morgan Stanley and at Corporate Decisions Inc., a growth strategy consulting firm. Steve holds an A.B. from Harvard College and an M.B.A. from The Wharton School.

Prior to joining Lineage, Erik was a Principal at Metapoint Partners, where he was responsible for sourcing and executing new acquisition opportunities.  During his eight years at Metapoint, he also collaborated with management teams on a variety of growth-oriented and operational restructuring initiatives.  Previously, Erik spent two years at Corporate Decisions, Inc. (“CDI”) and Mercer Management Consulting, working on strategic advisory cases as well as due diligence projects for private equity firms.  Erik began his career with Continental Bank and Bank of America arranging financings for privately owned businesses.  Erik holds an A.B. in Economics from the University of Michigan and an M.B.A. from the Kellogg School of Management at Northwestern University.  Erik is currently an active Director of ACG Boston, Chair of the Buyers Roundtable as well as Chair of ACG Boston’s 2007 Growth Conference. 

Prior to joining Lineage as Administrative Assistant, Lisa worked at Bare Associates International, where she was an international account manager responsible for global customer service audits and Johns Hopkins University Anthropology Department, where she was an administrative/microcomputer assistant. Lisa holds a B.S. in Marketing from Plymouth State University.