Leadership Overview
Clearlake has 5 executives leading key functions including investment management, financial oversight, and operational strategy.
Focused on long-term value creation, Clearlake delivers specialized private equity and credit solutions. The firm empowers management teams through the proprietary O.P.S. framework to optimize performance across technology, industrial, and consumer sectors globally.
Focused on long-term value creation, Clearlake delivers specialized private equity and credit solutions. The firm empowers management teams through the proprietary O.P.S. framework to optimize performance across technology, industrial, and consumer sectors globally.
Leadership Roles at Clearlake
Pedro Urrutia - Chief Financial Officer
Pedro Urrutia, the Chief Financial Officer at Clearlake, manages the firm's global financial operations and reporting infrastructure. Urrutia oversees capital structure, liquidity management, and investor relations, ensuring that the firm maintains a strong balance sheet to support ongoing investment activities. This leadership role involves coordinating with the investment team to provide financial oversight for all portfolio acquisitions and divestitures. By implementing robust internal controls, the Chief Financial Officer ensures compliance with regulatory standards across all jurisdictions. Urrutia also directs the firm's financial planning and analysis functions, providing critical data to support strategic decision-making at the executive level. Pedro Urrutia maintains a focus on optimizing the firm's financial performance through disciplined cost management and efficient capital allocation. This commitment to financial integrity and transparency supports the firm's reputation as a trusted partner for investors and management teams alike, facilitating long-term growth and stability.

Fred Ebrahemi - Partner, Chief Operating Officer and General Counsel
Fred Ebrahemi, the Partner, Chief Operating Officer and General Counsel at Clearlake, directs the firm's internal operations and legal strategy. Ebrahemi oversees the implementation of firm-wide policies, ensuring that all business activities align with the O.P.S. framework and regulatory requirements. This leadership role involves managing complex legal matters, including transaction structuring, corporate governance, and risk mitigation. By streamlining operational processes, the Chief Operating Officer enhances the firm's ability to execute investment strategies with precision and speed. Ebrahemi also coordinates with the executive team to foster a culture of operational excellence and strategic alignment. The Partner, Chief Operating Officer and General Counsel monitors global legal developments to protect the firm's interests and ensure compliance across all investment sectors. Fred Ebrahemi maintains a focus on building a scalable infrastructure that supports the firm's continued growth and market impact. This comprehensive approach to operations and law ensures that the firm remains agile and well-positioned for future success.
Shalini Subramaniam - Managing Director
Shalini Subramaniam, the Managing Director at Clearlake, directs complex investment initiatives within the technology sector. Subramaniam evaluates high-growth opportunities while coordinating with portfolio management teams to implement the O.P.S. framework. This leadership role involves identifying market trends that align with the firm's long-term capital deployment strategy. By analyzing industrial shifts, the Managing Director ensures that portfolio companies maintain competitive advantages in rapidly evolving markets. Subramaniam also collaborates with the broader investment committee to assess risk profiles and potential returns for new acquisitions. Through rigorous financial modeling and operational assessment, the Managing Director drives sustainable growth across the firm's technology holdings. Shalini Subramaniam maintains a focus on scaling enterprise value by integrating strategic operational improvements. This commitment to excellence supports the firm's objective of delivering superior results for investors while fostering innovation within the portfolio.
Martin Arzac - Managing Director
Martin Arzac, the Managing Director at Clearlake, oversees industrial sector investments and strategic capital allocation. Arzac manages the lifecycle of portfolio assets, ensuring that operational improvements align with the firm's overarching growth mandates. This leadership role requires constant engagement with management teams to refine business models and enhance market positioning. By leveraging deep industry expertise, the Managing Director identifies synergies that accelerate performance across diverse industrial holdings. Arzac also coordinates with internal teams to execute complex transactions and facilitate long-term value creation. The Managing Director monitors regional market dynamics to ensure that portfolio companies remain resilient against macroeconomic fluctuations. Martin Arzac maintains a disciplined approach to capital deployment, prioritizing investments that offer significant upside potential through operational optimization. This focus on strategic execution ensures that the firm continues to deliver consistent returns while building robust, market-leading businesses within the industrial landscape.
Dan Groen - Managing Director
Dan Groen, the Managing Director at Clearlake, leads consumer sector investment strategies and portfolio development. Groen evaluates emerging market opportunities, focusing on brands that demonstrate potential for significant scale and operational efficiency. This leadership role involves working closely with management to implement the O.P.S. framework, specifically targeting improvements in supply chain logistics and consumer engagement. By analyzing shifting market preferences, the Managing Director ensures that portfolio companies adapt to changing demand patterns. Groen also facilitates cross-functional collaboration to drive revenue growth and margin expansion across the consumer portfolio. The Managing Director maintains a rigorous focus on long-term value creation, ensuring that every investment aligns with the firm's broader financial objectives. Dan Groen oversees the execution of strategic initiatives that strengthen brand equity and market share. This dedication to operational excellence supports the firm's mission of transforming consumer businesses into high-performing, sustainable enterprises.
Explore Leadership Teams in Finance
MetLife Investment Management, founded in 1868 and headquartered in Whippany, New Jersey, is a financial services firm specializing in venture capital and private equity investments. The company provides investment management solutions across North America and Asia Pacific regions, including China. As part of the broader MetLife organization, they offer institutional investment services with expertise in multiple sectors including finance, legal, sales, and technology.
Company Leadership KC
KM


HPS Investment Partners is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. HPS manages various strategies across the capital structure that include syndicated leveraged loans and high yield bonds to privately negotiated senior secured debt and mezzanine investments, asset-based leasing and private equity.
Company Leadership
Vista is a leading global investment firm exclusively invests in enterprise software, data and technology-enabled organizations across private equity, permanent capital, credit and public equity strategies, bringing an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista's investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity.
Company Leadership SW
AD
AA
SB
Founded in 1975 USI Consulting Group is a provider of defined contribution and defined benefit plan consulting and administration services. It is an affiliate company of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC), and USI Advisors, Inc. (a federally registered investment adviser) and a wholly-owned subsidiary of USI Insurance Services LLC. The company is headquartered in Glastonbury, Connecticut.
Company Leadership WT
MW
TG