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Principals

4

Data Flags

None - ~$50B+ AUM post-MSD merger; 50+ professionals with LinkedIn; 9 global offices; Giving Pledge 2013

BDT Capital Partners

UnknownHigh Confidence

Last verified: Jan 17, 2026

Details

Source File
research/organizations/bdt-capital.md
UID
fo-bdt-capital

Also Known As

BDT Capital Partners LLCBDT & CompanyBDT & MSD Partners (post-2021 merger entity)BDT Cap

Principals (4)

Byron TrottOWNS
Tina TrottPhilanthropyOWNS
Byron Trott Jr.PrivateOWNS
Katie TrottPrivateOWNS

Team Members (4)

Brendan RogersChief Operating Officer
WORKS_AT
Byron TrottChairman and Co-CEO
WORKS_AT
Gregg LemkauCo-CEO
WORKS_AT
John PhelanManaging Partner (MSD side)
WORKS_AT

Related Entities (1)

BDT Capital Partners LLCInvestment Vehicle

Founded: 2009 by Byron Trott after leaving Goldman Sachs Structure: Private partnership Focus: Advisory and capital solutions for family-owned businesses and family offices Specialty: Long-term partnerships with families who control significant enterprises

Known Associates (7)

Krispy Kreme

: Investment and advisory client

Lou Malnati's

: Chicago pizza chain investment

Mars Family

: Advised on strategic matters

Michael Dell

: Dell Technologies; BDT merged with Dell's MSD Partners in 2021

Panera Bread

: Advisory role in family ownership transition

Warren Buffett

Berkshire Hathaway

: Berkshire Hathaway; Byron Trott's most famous client relationship from Goldman days

Weber-Stephen (Weber Grills)

: Advisory and investment client

Relationship Strength

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Sources (2)

Changelog

  • 2025-12-27Added comprehensive team with LinkedIn URLs (50+ professionals). Senior Leadership (Byron Trott Chairman/Co-CEO, Gregg Lemkau Co-CEO, John Phelan Managing Partner, Brendan Rogers COO). Corporate Partners (Bob Simonds GC, Mary Ann Todd CLO, Cindy Michel CCO, Sara Evans Comms, Noa Meyer Impact). Investment Partners (Juliet de Baubigny & Ryan Nolan Co-Heads Tech, Jason Kollander Head RE Credit, Christopher Bertrand, Sarah Giovanna, James Flaherty, Rob Verigan, Justin Ward, Genevieve Hovde, Lauren Patnaude, Daniel Shefter, Ben Sher). Managing Directors (Sean Legister CoS, William Gonzalez BD, Victor Hwang MSD Growth, Scott Hasley, Saritha Reddy, Eric Clair, Juan José Castro, Anthony Vitiello, David Ellison, John Mrkonic, Monica Liley Skok, Ellis O'Connor, Lisa Jagla MacDougall, Allison Pistone RE Credit, Molly Muchmore RE, Brian Williams, Mike Lewis Sustainable, Scott Segal). Europe (Theresa d'Aligny Head Finance EMEA). Global offices: Chicago, NY, Palm Beach, Menlo Park, Santa Monica, London, Frankfurt, Luxembourg, Dubai.
  • 2025-12-11Initial research file created - Overview, Principals (Byron and Tina Trott), BDT & MSD Partners merger (2021), Giving Pledge signatory (2013), Warren Buffett relationship, Chicago headquarters, family business focus, team structure, recent activity, hiring signals, key business characteristics
  • 2025-12-11Expanded Current Team section with executive leadership table (Byron Trott, John Phelan - CEO) and partners (Michael Psaros, Kevin Hanley, Jim Kochan)

Engagement & Preferences