Profile
Roman A. Margolin is currently Director at Clinical Ink, Inc., Director at Granite Global Solutions Holdings, Inc., and Director & Vice President at PSKW Holdings LLC.
Formerly, Mr. Margolin was Director at Netsmart Technologies, Inc. and Cytel, Inc., Managing Director at Genstar Capital Management LLC from 2008 to 2016, Analyst at JPMorgan Securities LLC, and Associate at Willis Stein & Partners from 2004 to 2006.
Education includes an MBA from Stanford University and an undergraduate degree from Case Western Reserve University.
Roman A. Margolin active positions
| Companies | Position | Start |
|---|---|---|
Granite Global Solutions Holdings, Inc.
Granite Global Solutions Holdings, Inc. Insurance Brokers/ServicesFinance Provides insurance services and risk mitigation solutions | Director/Board Member | - |
PSKW Holdings LLC
PSKW Holdings LLC Financial ConglomeratesFinance Invests in healthcare, therapeutics and diagnostics sectors | Director/Board Member | - |
Clinical Ink, Inc.
Clinical Ink, Inc. Internet Software/ServicesTechnology Services Operates as an eSource platform and provides clinical trial solutions | Director/Board Member | - |
Former positions of Roman A. Margolin
| Companies | Position | End |
|---|---|---|
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital invests in private and public middle market companies located across the globe. The firm targets companies operating in the fields of financial services, healthcare, software and industrial sectors. It provides financing for corporate carve-outs and buyouts capital transactions. The firm takes a seat on the board of directors and also makes control investments. | Private Equity Investor | 2015-12-31 |
Willis Stein & Partners
Willis Stein & Partners Investment ManagersFinance Willis Stein & Partners seeks to acquire controlling interests in middle-market companies located in the Midwest and across the US. They focus on the following industries: consumer services, education, specialized business services. The firm also has experience investing in healthcare-oriented businesses and they are particularly interested in companies at the intersection of their three focus industries and healthcare. Willis Stein typically invests in industry consolidations, build-ups and management buyouts transactions. The firm seeks to invest up to $350 million per transaction and in transactions valued between $75 million and $750 million. Willis Stein prefers to hold a board in its portfolio companies. The firm seeks to exit their investments in 4 to 7 years through the public markets, recapitalization and/or sale to a strategic buyer. | Private Equity Analyst | 2006-08-30 |
Cytel, Inc.
Cytel, Inc. Packaged SoftwareTechnology Services Provides statistical software and analytic services for clinical trials | Director/Board Member | - |
Netsmart Technologies, Inc.
Netsmart Technologies, Inc. Packaged SoftwareTechnology Services Develops and delivers healthcare software and technology solutions | Director/Board Member | - |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Roman A. Margolin
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Netsmart Technologies, Inc.
Netsmart Technologies, Inc. Packaged SoftwareTechnology Services Develops and delivers healthcare software and technology solutions | Technology Services |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital invests in private and public middle market companies located across the globe. The firm targets companies operating in the fields of financial services, healthcare, software and industrial sectors. It provides financing for corporate carve-outs and buyouts capital transactions. The firm takes a seat on the board of directors and also makes control investments. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Cytel, Inc.
Cytel, Inc. Packaged SoftwareTechnology Services Provides statistical software and analytic services for clinical trials | Technology Services |
Clinical Ink, Inc.
Clinical Ink, Inc. Internet Software/ServicesTechnology Services Operates as an eSource platform and provides clinical trial solutions | Technology Services |
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Willis Stein & Partners
Willis Stein & Partners Investment ManagersFinance Willis Stein & Partners seeks to acquire controlling interests in middle-market companies located in the Midwest and across the US. They focus on the following industries: consumer services, education, specialized business services. The firm also has experience investing in healthcare-oriented businesses and they are particularly interested in companies at the intersection of their three focus industries and healthcare. Willis Stein typically invests in industry consolidations, build-ups and management buyouts transactions. The firm seeks to invest up to $350 million per transaction and in transactions valued between $75 million and $750 million. Willis Stein prefers to hold a board in its portfolio companies. The firm seeks to exit their investments in 4 to 7 years through the public markets, recapitalization and/or sale to a strategic buyer. | Finance |
Granite Global Solutions Holdings, Inc.
Granite Global Solutions Holdings, Inc. Insurance Brokers/ServicesFinance Provides insurance services and risk mitigation solutions | Finance |
PSKW Holdings LLC
PSKW Holdings LLC Financial ConglomeratesFinance Invests in healthcare, therapeutics and diagnostics sectors | Finance |
- Stock Market
- Insiders
- Roman A. Margolin
















