Lee Holmes is a Private Equity Senior Associate at Bertram Capital, specializing in Business Services and Technology since June 2025. Prior to this role, Lee served as a Private Equity Associate at Serent Capital, focusing on Vertical Software and Tech-Enabled Services from July 2023 to June 2025, where responsibilities included evaluating investment opportunities and supporting portfolio companies. Lee has notable transaction experience including capital raises and acquisitions for multiple companies. Prior to the private equity sector, Lee worked as an Investment Banking Analyst at Bank of America Merrill Lynch, engaging in technology-related transactions, and held various analytical roles in venture capital and investment banking settings. Lee holds a Bachelor of Science in Finance from Brigham Young University Marriott School of Business.
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