The partnership

Operators who invest and advise.

A partnership built from people who have run businesses, allocated capital, and led at institutional scale, across finance, operations, technology, and the markets. The same partners who put capital to work are the ones in the room with you. No analysts between us and the problem.

The Elarion team

Nate Edgerly, CPA

Partner · Capital, Transactions & Strategy

Structured and closed over $1B in transactions across a career in private capital.

Nate leads M&A, capital allocation, business leadership, strategy, and execution. With deep experience on both the transactional and operational sides, he anchors the delivery behind every engagement. He co-founded the firm with Matt Doran.

An unlikely CPA who began at PricewaterhouseCoopers in Charlotte, Nate has spent decades capitalizing, advising, and leading private businesses. He was a partner, CFO, and COO at Morehead Capital, then CFO of Investors Management Corporation. Across his career he has structured and closed over $1B in transactions and has served as CEO of multiple businesses.

Nate holds an MBA from Duke and degrees in Accounting and Philosophy from UNC Chapel Hill. He lives in Chapel Hill with his wife, Robin (who is much smarter than he is), four daughters (also significantly smarter), and five puppies (arguably smarter, depending on the day). When he's not working, Nate moonlights as a chauffeur for his kids and as an amateur dog walker.

Elarion Partners

Matt Doran

Managing Partner · Growth & Go-to-Market

Scaled and exited two financial-services technology firms.

As managing partner, Matt leads the firm's direction, growth, and client relationships, and works closely with a select group of technology companies on sales strategy and go-to-market execution. He co-founded Elarion Partners with Nate Edgerly following the sale of Doran Jones.

Matt has scaled and exited two consecutive financial-services technology businesses, each reaching an eight-figure valuation. The last, Doran Jones, he founded and grew to 150 professionals serving Fortune 100 financial institutions before its exit to a West Coast private equity firm. Most recently he served on the board of Trading Apps, helping guide it to a successful exit to PE-backed EquiLend. His career spans Capco, Rule Financial, and Fitch Ratings.

Matt holds a BSc in Managerial Studies from Aston University. Born in England and resident in the US since 2004, he lives in Charlotte with his wife, two daughters, and two dogs; he is an enthusiastic golfer and a Tottenham Hotspur supporter.

Elarion Partners

Adam Daland, CPA

Partner · Finance as a Service

Ran finance for a 75,000-person private holding group.

Adam runs the firm's finance-as-a-service practice: the reporting, planning, and analysis function clients plug into rather than build.

He began at Morehead Capital analyzing public companies for investment, rising to Partner and leading the analyst team through the firm's move into private equity after the Great Recession. When Morehead merged with Investors Management Corporation in 2015 he became VP of Finance, overseeing reporting, FP&A, and M&A analysis; he helped structure and close well over $1B in M&A transactions and advised the finance teams across IMC's operating subsidiaries.

A native of North Carolina's Research Triangle, Adam attended NCSSM and UNC, earning a degree in Linguistics and a Master's in Accounting from Kenan-Flagler. He and his wife Sarah live in Raleigh with their three rescue dogs and follow women's soccer, the NC Courage above all.

Elarion Partners

James Linnett

Partner · Technology, AI & Transformation

Led technology at institutional scale for three global banks.

James leads Elarion's technology, AI, and transformation practice. He has spent a career leading the transformation of teams, organizations, and technology; his current focus is the culture, governance, and judgment that decide whether AI delivers returns or new liabilities.

Across thirty years of senior technology leadership at JP Morgan, Bank of America, and Citi, he served as CIO of Risk & CFO Technology at Bank of America and CIO of Global Functions Technology at Citi, where he led an organization of 15,000 and managed multi-billion-dollar portfolios. His recent advisory work includes shaping an enterprise approach to AI governance and leadership across 300+ managers at a top-tier global alternative investment firm.

James holds an MSc in Engineering Hydrology from Newcastle and a BSc in Agricultural Technology and Management from Cranfield. Born in England and raised in Botswana and South Africa, he credits the bush with the pattern recognition he brings to complex organizations, and still hosts a small annual wildlife-tracking cohort in South Africa with Master Tracker Renias Mhlongo.

Elarion Partners

Track record

Elarion is new. The people are not.

We won't pretend to a firm history we don't have yet. What we bring is what each partner has already done, at institutional scale and on the founder's side of the table. Here is the collective record.

Leadership

CIO · CFO · CEO seats held

Partners who have held the top operating seats: CIO of Risk & CFO Technology at a global bank, CFO of a major private holding group, and founder-CEO of a 150-person firm.

Built & exited

A 150-person firm, sold

Doran Jones grown from founding to 150 professionals serving Fortune 100 financial institutions, then exited to a West Coast private equity firm.

Operated at scale

Organizations of 15,000 & 75,000

Running a 15,000-person technology organization at Citi, and finance and operations for a private holding group of 75,000 across seven operating businesses.

Transactions

$1B+ closed

Merger, acquisition, and sale transactions the partners structured, led, or closed across their prior careers. The figure is theirs, not Elarion's.

Why it works

Two engines under one roof only works if the same people drive both. So they do: capital, operating model, growth, and technology sit in one partnership, not in separate firms passing you between them.

We keep the number of companies we work with deliberately small. Whether we have invested or are advising, the promise only holds when each partner is genuinely in the work, not appearing at the kickoff and again in the marketing.

Talk to the partner who'd lead your engagement.

No pitch. One honest conversation about whether we're the right call.

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