MAcc, Brigham Young University
M.Fin, University of Utah
BS, Brigham Young University
Mr. Graham is a Senior Associate of The Areté Group and has served in various investing and
operational finance roles for many high-growth, privately-held businesses. Most recently, Mr.
Graham was VP of Business Analytics and Head of Corporate Development at Lumio, one of the
largest US residential solar companies. While at Lumio, he helped structure an all-leveraged
acquisition roll-up of four regional solar companies. At the time of departure, he was leading the
diligence of Lumio’s fifth asset acquisition. Prior to Lumio, Mr. Graham was VP of Strategic
Finance and Operations at Route, a high-growth eCommerce-based InsurTech company. Mr.
Graham joined Route as its first finance employee to oversee both finance and accounting, as
well as fundraising and strategic finance initiatives, including long-range financial modeling,
corporate and insurance structure, and strategic partnerships. While at Route, the company
grew from $3M in revenue to over $70M and was recently valued at over $1B. Mr. Graham
relishes working with executive teams leveraging fundamentals that allow new ventures to
grow into large, sustainable, and durable organizations over time.
Prior to Lumio and Route, Mr. Graham worked as an associate at Ensign Peak Advisors (EPA), an
investment management firm that manages the multi-billion-dollar endowment for the
Church of Jesus Christ of Latter-day Saints. Mr. Graham was part of its private equity group
responsible for managing its private equity investment portfolio across early-stage ventures
through a middle-market buyout. While at EPA, he led the investment process in EPA’s largest
private LP deal, accounting for over 2.5% of the total PE portfolio. His main areas of expertise
included early-stage venture relationships and co-investments in the enterprise software and
digital communications space.
Mr. Graham earned a Master of Accountancy from Brigham Young University, Marriott School
of Business. He is concurrently finalizing a Master of Finance at the University of Utah, David
Eccles School of Business. Previously, Mr. Graham earned a Bachelor of Science degree from
Brigham Young University. While at BYU, Mr. Graham was a member of the university’s men’s
soccer team.
When not focused on driving transformational growth for organizations, Mr. Graham is husband
to Jen and father to their five children and a passionate Liverpool FC supporter.