Private Equity Fast Pitch
Consistent with all programs delivered by Northstar, “Private Equity Fast Pitch” podcasts are meaningful, insightful and provide actionable information from leaders in the Private Equity community that will help you connect with the speaker in an efficient way. Each Tuesday, Jeff Henningsen from Lockton will spend time talking with his friends in the private equity community while they share insight into their world. Similar to an introductory meeting, Private Equity and Investment Banking guests will talk about their firms, recent activities, target industries, desired acquisition profile or companies they are prepping for sale, advice to aspiring professionals and their “closing pitch”. If you would like to be considered for a Private Equity Fast Pitch interview please email [email protected]
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Erik Brooks - Ethos Capital
01/16/2025
Erik Brooks - Ethos Capital
Erik has spent his entire career in the investment industry and prior to founding Ethos was a Managing Partner leading Abry Partners. During his 20-year tenure at Abry he originated, supervised, and sold companies in information services, digital infrastructure, enterprise systems, healthcare IT, financial services and media, representing an aggregate enterprise value of approximately $11 billion. Additionally, as a Managing Partner at Abry Partners, he served on investment committees, and oversaw recruiting of all investment professionals, research, and information technology. He also managed relationships with limited partners, headed its Heritage Fund and was a key partner in raising $17 billion across 15 funds. Prior to joining Abry Partners, Erik was an investment professional at New Century Holdings, the Baupost Group, and Apax Partners. In addition to Erik’s professional activities he serves on the Board of Advisors of the at Harvard University, and the Advisory Board of at Massachusetts General Hospital. As an active alumni advisor for Harvard Business School and Brown University, he spends time with students helping them think about life after academia and how their contributions can make a difference in the world. Previously he served on the boards of the Citi Performing Arts Center in Boston and the at Harvard University, and the President’s Advisory Council on Internships at Brown University.
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Quotes and Mottos Montage from Private Equity and Investment Banking Professionals
01/02/2025
Quotes and Mottos Montage from Private Equity and Investment Banking Professionals
We are excited to present a montage of quotes and mottos from prior guests that have inspired them throughout the years in both their careers and personal lives. As we begin a new year, we hope this special episode sets the stage and provides you with a new mindset for conquering the challenges & opportunities that lie ahead.
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Bogdan Gogulan - NewSpace Capital
12/19/2024
Bogdan Gogulan - NewSpace Capital
Bogdan Gogulan has 20 years of experience in finance, product and business development. Before initiating NewSpace Capital, he had accumulated a unique combination of cross-border experience in communication, security and defense industries. He served as VP of international operations and business development for AT Communication (Switzerland), Defendec (Baltics) and Katmerciler (Turkey), managing breakthrough projects for security and defense agencies in the Middle East and Central Asia. For years, he managed alignment and cooperation with UN agencies (BOMCA/UNDP, BOMNAF, UNODC, UNHCR, IOM) and security organizations (NATO, OSCE, ISAF). Prior to that, Bogdan worked for American Express (USA, UK) and Deutsche Bank (UK). As global sales development Program Manager and Head of Industry Analytics at American Express he was responsible for global partnerships development with top tier clients. Since 2010, Bogdan has been actively involved with UN Alliance of Civilization’s (UNAOC) participating as an OYW Ambassador in the UN Sustainable Development Goals’ initiative. Bogdan holds a BSc in Financial Economics from University of Essex and graduated from Abingdon & Whitney College. He is a co-founder and CEO of NewSpace Capital GP S.A.
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Patrick Maciariello, Compass Diversified
12/05/2024
Patrick Maciariello, Compass Diversified
Pat Maciariello is Chief Operating Officer of Compass Group and a member of Compass Diversified’s Investment Committee, which is responsible for evaluating all of the organization’s investment opportunities. In this role, he manages Compass’s investment teams and is responsible for financial and strategic oversight of its subsidiaries. Pat is currently a director and the Chairman of BOA and Lugano Diamonds. He is also a director of 5.11, Inc., ErgoBaby, Altor Solutions, and the Sterno Group. Pat joined Compass Diversified in 2005. Before that, he was with Bain & Company and Deutsche Banc Alex Brown. Pat is a graduate of the University of Notre Dame and Columbia Business School. He lives in San Juan Capistrano, CA with his wife, his two daughters, and their dog and cat, Rocky and Adrian. In his free time. he loves horse racing, fantasy football, hiking and doing escape rooms with his family. When he was younger (and fitter) he was an avid runner and completed eight marathons.
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Jeff Jenkins - Bernhard Capital Partners
11/21/2024
Jeff Jenkins - Bernhard Capital Partners
Jeff Jenkins is a Founder and Partner of BCP. He serves as a member of the Investment Committee, serves on the Portfolio Committee and is involved in all areas of the firm’s investment activities. Prior to founding BCP, Jeff spent ten years working for The Shaw Group where he served many vital positions. During his tenure at Shaw, Jeff served as Chief Operating Officer of Shaw Environmental and Infrastructure, where he was responsible for operations and business development. Prior to this role, he served as President of the Commercial, State, and Local group within the Environmental and Infrastructure division. Before moving into his operating roles, Jeff served as Vice President of the Office of the Chairman where he led overall corporate development and placed a special emphasis on mergers and acquisitions, joint ventures and business development efforts. Prior to joining Shaw, Jeff was a Corporate and Securities Attorney at Vinson & Elkins LLP where his practice focused primarily on mergers and acquisitions, private equity and venture capital, and public securities work in a broad range of industries. Jeff received his B.A. from Louisiana State University and his J.D. from Louisiana State University after attending law school at the University of Texas.
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Mark Strauch - Alpine Investors
11/07/2024
Mark Strauch - Alpine Investors
Mark is a founding partner and President of Alpine. Mark also co-founded ASG, the firm’s vertical SaaS platform. He has been involved as board member in over 25 past and present Alpine investments. Prior to Alpine, Mark has served in several CEO roles for venture and PE-backed businesses and has over 30 years of experience as an investor and operator. Mark received his MBA from the Kellogg School of Management at Northwestern University and his Bachelors of Science in Industrial Engineering from Lehigh University, where he graduated with honors and served as a four-year letter winner and captain of the baseball team.
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Paul W. Swaney III - Swaney Group Capital
10/24/2024
Paul W. Swaney III - Swaney Group Capital
Paul W. Swaney III is the founder of Swaney Group Capital, a private equity firm focused on revitalizing and scaling industrial companies in the lower middle market. He applies a hands-on approach to value creation, emphasizing efficiency, process optimization, and growth initiatives. His career began with service in the US Navy, followed by key operations roles at ConocoPhillips, Amazon, and Total Oil, where he refined his expertise in performance improvement. He transitioned to management consulting at McKinsey and then spent seven years as an operating partner at Partners Group, contributing to operational transformations and serving on the investment committee. In 2022, he founded Swaney Group Capital, leveraging his extensive experience to build and grow industrial businesses.
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Jack Purcell - Ridgemont Equity Partners
10/11/2024
Jack Purcell - Ridgemont Equity Partners
Jack Purcell, Managing Partner – Jack is a Managing Partner and member of the Management and Investment Committees at Ridgemont Equity Partners. He is primarily responsible for general management of the firm and additionally focuses on the group’s investment activity in the Business & Tech-enabled Services and Industrial Growth sectors, serving on the boards of a number of Ridgemont’s portfolio companies. Jack joined Banc of America Capital Investors, the in-house private equity arm of Bank of America and predecessor partnership to Ridgemont, in 2002 and led investments across a variety of industry sectors including industrials, business services, and healthcare. He worked in various other roles throughout his BACI tenure. Jack earned his M.B.A. from The Wharton School at the University of Pennsylvania with a concentration in Finance and a B.A. in Economics from Davidson College.
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Steve Gord - Hidden River Strategic Capital
09/26/2024
Steve Gord - Hidden River Strategic Capital
Steve Gord, Partner, Hidden River Strategic Capital Steve Gord has over 25 years of experience in the small company investment business. He is one of the co-founders of Hidden River Strategic Capital, a Radnor, PA-based SBIC fund that invests structured junior capital into owner-operator run small businesses. From 2008-2020, Steve was a co-founder and general partner in the first two funds at SBIC Boathouse Capital. Earlier in his career, Steve spent five years at BDC American Capital Strategies investing in junior capital transactions, in the consumer investment banking group at Robertson Stephens, in the M&A and private equity practices at Compass Partners and in the investment banking group at Furman Selz. Steve obtained a BA in economics from Dartmouth and an MBA from Tuck.
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Steve Young - HGGC
09/12/2024
Steve Young - HGGC
Steve Young a Partner, the Chairman and Co-founder of HGGC Steve is a Partner, the Chairman and Co-founder of HGGC. Steve is a member of HGGC’s Management Committee, Investment Committee and Valuation Committee. He serves as Chairman of the Board of three HGGC portfolio companies: IDERA, Integrity and AutoAlert. Prior to their sales, he also served as a member of the Board of Directors for the firm’s exited investments in hybris Software, Dealer-FX, Serena Software and Sunquest Information Systems. Prior to the inception of HGGC, Steve's professional football career spanned more than fifteen years in the NFL, primarily with the San Francisco 49ers, where he received numerous accolades, including Most Valuable Player of Super Bowl XXIX, Sports Illustrated and Sporting News' Player of the Year from 1992 - 1994 and the NFL's Most Valuable Player for 1992 and 1994. In 2005, Steve was inducted into the Pro Football Hall of Fame, the first left-handed quarterback to be so honored. When he retired, Steve was the highest-rated quarterback in NFL history and has the distinction of being the only signal caller in league annals to win four consecutive NFL passing titles. Steve founded and chairs the Forever Young Foundation which is actively involved in children's charities worldwide and is currently the broadcast host as well as the former International Spokesperson for the Children's Miracle Network, which has raised over one billion dollars world-wide to benefit children's hospitals.
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Sunaina Sinha - Raymond James
08/29/2024
Sunaina Sinha - Raymond James
Sunaina Sinha Haldea is the Global Head of the Private Capital Advisory group. Prior to joining Raymond James, she was the founder and Managing Partner of Cebile Capital, a placement agent and secondaries advisor, which was acquired by Raymond James, a Fortune 500 and NYSE-listed company, in May 2021. Under her leadership, Cebile Capital quickly became one of the leading advisors to private funds sponsors globally. In her tenure, Sunaina has executed fundraises for leading private equity funds and completed over a hundred secondaries transactions for GPs and LPs alike, including multifarious complex liquidity solutions. Ms. Sinha Haldea was named one of the 50 Most Influential People in Private Equity by Dow Jones Private Equity News for consecutive years in 2022 and 2023. Ms. Sinha Haldea is also a prolific angel investor and Non-Executive Director. She served as Chairman of the Board of Mindful Chef (now Nestle), and Chairman of the Board of Barrecore (now United Fitness Brands). She currently serves on the Boards of SFC Energy AG, listed on the Stoxx, and Grana LLC. Ms. Sinha Haldea has also been a Guest Lecturer at Stanford University serves on the boards of the Stanford Institution for Economic Policy Research and the Stanford LEAD Council. She has written and published case studies for the Stanford Technology Ventures Program in the Stanford School of Engineering. Ms. Sinha Haldea is a regular contributor on the financial markets and private equity on CNBC, Bloomberg, BBC and is often quoted in the media on market insights and private capital advisory. She has won numerous awards and accolades for entrepreneurship and leadership. Sunaina is passionate about diversity and inclusion in the workplace. She often credits meditation as the key to her success and has shared her personal and professional journey on podcasts. Ms. Sinha Haldea obtained a BS in Management Science and Engineering and an MS in Chemical Engineering, both from Stanford University where she was also a Mayfield Fellow. She has an MBA from Harvard Business School. In her spare time, Ms. Sinha Haldea is a keen wine enthusiast, having qualified as a Certified Sommelier from the Court of Masters Sommeliers.
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Jeff Henningsen on Middle Market Musings
08/15/2024
Jeff Henningsen on Middle Market Musings
In this special episode of Northstar’s Private Equity Fast Pitch, we shine the spotlight on our usual host, Jeff Henningsen, as he steps out from behind the microphone to become the guest of honor. Join Greg and Charlie as they delve into the fascinating life and career of Jeff, President and CEO of Lockton Companies – Texas Series. From his early days as a starting quarterback at the University of Missouri—where he once tackled the legendary Brian Bosworth—to his rise as a dynamic entrepreneur and influential leader in insurance and M&A, Jeff’s journey is a testament to his versatility and drive. Known for his engaging storytelling and leadership prowess, Jeff maintains his composure through a lively discussion, even as they touch on the legendary “lost” first taping attempt of this episode. This conversation offers a rare glimpse into Jeff’s life, exploring his beginnings in Maryville, Missouri, his philosophy on kindness, and the origins of Northstar. Discover how Jeff transitioned from mowing lawns and selling a lawn care business to becoming a prominent figure in private equity and M&A. Tune in for an engaging and insightful chat that reveals the mindset behind Jeff’s success and the principles that guide him.
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Greg Belinfanti - One Equity Partners
08/01/2024
Greg Belinfanti - One Equity Partners
During his tenure at OEP, Mr. Belinfanti has worked on a number of investments in the healthcare and business services industries and has led many of OEP’s healthcare transactions. Mr. Belinfanti is a member of the Board of Directors of AdaptHealth, Alorica, Ernest Health, Infucare RX, Montgomery Transport, and Prime Time Healthcare and has previously been a member of the Board of Directors of Apollo Health Street, ArthroCare, Celltrion Healthcare, EGS, OneLink, PS Logistics, Prodigy, Simplura Health Group, ResultsCX and Systagenix. Mr. Belinfanti is a member of the Board of Directors of the Local Initiatives Support Corporation (LISC) and is a Board Member of the New York City Housing Authority (NYCHA). Prior to joining OEP, Mr. Belinfanti served as a Vice President in the Investment Banking division of Lehman Brothers, specializing in Global Healthcare. Mr. Belinfanti received his B.A. in Politics from New York University and his J.D. from Harvard Law School.
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Adam Feinstein - Vesey Street Capital Partners
07/18/2024
Adam Feinstein - Vesey Street Capital Partners
Adam Feinstein is the Managing Partner of Vesey Street Capital Partners. Mr. Feinstein has 30 years of investment experience exclusively in the healthcare services sector. Prior to founding Vesey Street Capital Partners in 2014, he was a Managing Director on Wall Street and a healthcare industry executive. He held the position of Senior Vice President of Corporate Development, Strategic Investments, and Office of the Chief Executive Officer at LabCorp. Before his tenure at LabCorp, he spent 14 years as the Managing Director in Equity Research at Lehman Brothers/Barclays Capital. Mr. Feinstein is the Chairman of VSCP’s investment committee. He is also actively involved in working with portfolio company executives and sourcing new investment opportunities. At the same time, he oversees all of the firm’s investment activities and employees. Mr. Feinstein’s footprint in the industry is notable, as he is currently the Lead Director of AirSculpt Technologies (NASDAQ: AIRS), ScribeAmerica, Safecor Health, GastroMD, Inceptua, and PathGroup. Previously, Adam served on the board of QualityMetric, Imedex, and Surgery Partners (NASDAQ: SGRY). From his extensive experience at Lehman Brothers and LabCorp, Mr. Feinstein has cultivated invaluable relationships within the industry. He achieved the top ranking in the Institutional Investor All-America Research Survey for the Health Care Facilities category for 8 consecutive years. Adam is a CFA charter holder with a B.S. in Business from the Smith School at the University of Maryland. Additionally, he was a member of the Inaugural Class of Nashville’s Healthcare Council Fellows program.
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Brad Armstrong - Lovell Minnick Partners (LMP)
06/20/2024
Brad Armstrong - Lovell Minnick Partners (LMP)
Brad is a Partner of LMP and a member of its Investment Committee. He joined the firm in 2009. Prior to LMP, Brad was part of the Financial Institutions Group at Bank of America Merrill Lynch, where he focused on M&A and capital raising transactions for the firm’s investment banking clients. Previously, Brad was an Assistant Vice President in Bank of America’s Finance Group. Brad began his career in a strategic advisory group within Wachovia Corporation. Brad is currently a member of the Boards of Directors of ACU-Serve, Omni Healthcare Financial, Pathstone, S&S Health, SRS Acquiom and STP Investment Services, and previously served on the boards of Commercial Credit Inc., First Allied Holdings Inc. and LSQ Funding. Brad received an M.B.A. with a concentration in Finance and Accounting from the Kellogg School of Management at Northwestern University and a Bachelor of Science in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.
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Devon Kirk - Portage Capital Solutions
06/06/2024
Devon Kirk - Portage Capital Solutions
Devon Kirk is Co-Head & Partner, Portage Capital Solutions at Portage and joined the firm in 2022. Devon is responsible for co-leading growth equity, structured equity and special situations investments in financial technology and financial services companies globally, as well as driving the fund’s overall strategy. She is based in Toronto, Canada. Prior to Portage, Devon spent over ten years at CPP Investments, a C$539 billion fund as of March 31, 2022. She was most recently Managing Director & Head of Capital Solutions, overseeing financials, special situations and esoteric investments, and a member of the Global Leadership Team. Previously, Devon was a Managing Director in the Direct Private Equity team, where she focused on the financials and TMT sectors. While at CPP Investments, Devon was on the Board of Wilton Re, a Board Observer for Altice USA and served on various firm investment committees. Prior to joining CPP Investments, Devon was in Corporate / M&A at Linklaters LLP, a London-based multinational law firm, and started her career in M&A at BMO Harris Nesbitt in Chicago. Devon received a Bachelor of Commerce degree, with Great Distinction, from McGill University and a Juris Doctorate from Harvard Law School. She is also a CFA Charterholder and Chair of the Bishop Strachan School.
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Advice to Young Professionals and College Students
05/23/2024
Advice to Young Professionals and College Students
Today's special episode isn't just about giving advice. It offers valuable insights into life's journey, including the highs and lows, shared by top professionals in private equity and investment banking. We've put together a video showcasing college photos of our speakers, linking their past experiences to the present. Join us as we explore their paths and discover what it takes to fulfill your dreams. Featured guests: Chris Sznewajs, Pacific Avenue Capital (4:57) Marc J. Leder, Sun Capital Partners (9:52) Neha Markle, Morgan Stanley (14:31) Michael Bego, Kline Hill Partners (17:54) Christiaan van der Kam, Schroders Capital (24:47) Mark Sotir, Equity Group Investments (26:27) Jeff Collins, Cloverlay (29:10) Chris Burbach, Fundamental Income (33:08) Rami Cassis, Parabellum Investments (34:40) Christopher Merrill, Harrison Street (36:50) Ross Jones, Berkshire Partners (39:58) Jeffrey Stevenson, VSS Capital Partners (44:34) Pardis Nasseri, Palm Tree LLC (46:40) Michael Butler, Cascadia Capital (49:12) Drew Maloney, American Investment Council (50:45) Ben Fraser, Aspen Funds (52:21) Anthony Maniscalco, Investcorp (54:43) John Garcia - Solyco Capital (59:33) John Block - Unity Partners (1:00:44) Jesse Serventi - Renovus Capital (1:01:47) Nate Wasson - Halbar Partners (1:03:20) Scott Reed, HighVista Strategies (1:06:19) Gregory Bondick - Windjammer Capital (1:07:28) Jeffrey Miehe - Windjammer Capital (1:11:16)
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Jeff Miehe - Windjammer Capital
05/09/2024
Jeff Miehe - Windjammer Capital
Jeff is a Managing Principal at Windjammer Capital, where he co-leads the firm’s Management and Investment Committees. Together with the other Managing Principals, Jeff is responsible for the overall strategic direction of the firm and management of the investment staff, diligence/operating protocols, the partnerships, and administrative functions. Jeff received his BS in Industrial Engineering from Stanford University. Jeff joined Windjammer in 2007 and has significant experience in private equity investing and mergers & acquisitions with over 30 years of experience in working solely with niche-oriented, middle-market companies. Prior to Windjammer, Jeff was a principal at an industrial-oriented private equity, where he was also a member of the firm's investment committee and was a principal at a Los Angeles-based M&A boutique firm where he provided strategic and M&A advice to middle-market entrepreneurial companies. He currently serves on the boards of AXH, Paragon Energy Solutions, IPS Group, Compex Legal Services, Vital Records Control, Mission Critical Electronics and Flinn Scientific; previously, he served on the boards of JWC Environmental, Infinite RF Holdings, and BBB Industries on behalf of Windjammer.
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Gregory Bondick - Windjammer Capital
04/25/2024
Gregory Bondick - Windjammer Capital
Greg is a Managing Principal at Windjammer Capital, where he co-leads the firm’s Management and Investment Committees. Greg has over 30 years investment experience including 24 years of private equity investing since joining Windjammer in 2000 to help establish the firm’s East Coast presence. In conjunction with Windjammer’s other Managing Principal, he is responsible for the overall strategic direction of the firm and management of the investment staff, diligence/operating protocols, the partnerships, and administrative functions. He currently serves on the boards of BioXCell, Radix Wire & Cable, Fecon, Hilco Vision, TRG, Component Hardware Group and Propel Health; he previously served on the boards of Hermetics Solutions Group, Parts Town, Heritage Food Service Group, Advanced Instruments, Protective Industries (“Caplugs”), S.T. Specialty Foods, Rotex Holdings and Maxcess International. Prior to joining Windjammer, Greg was with Prudential Capital's Corporate Finance Group in Dallas, Texas, where he was responsible for originating, structuring and managing private debt and equity investments in companies located in the Southwest United States. At Prudential, Greg was involved in transactions aggregating approximately $2 billion spanning a variety of industries. Greg received his BBA from The University of Texas at Austin and has earned the Chartered Financial Analyst designation.
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Scott Reed - HighVista Strategies
04/11/2024
Scott Reed - HighVista Strategies
Scott is a Partner at HighVista Strategies where he co-leads the firm’s Private Equity strategy and is a member of the Private Equity Investment Committee. He joined HighVista in 2023 as part of its acquisition the former FLAG Capital Management business from abrdn. Prior to joining FLAG in 2007, Scott was a Principal at Portico Capital LLC, and a Senior Associate at J.H. Whitney & Co. Previously, he worked at Goldman, Sachs & Co. and Morgan Stanley Dean Witter & Co. Scott received a BA from Colby College and an MBA from the Amos Tuck School at Dartmouth College.
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Nate Wasson - HalBar Partners
03/28/2024
Nate Wasson - HalBar Partners
Nate Wasson is Co-Founder and Chief Investment Officer of HalBar Partners. Based in Chicago, Nate leads strategic fund initiatives related to the research and development of HalBar Partners’ investment theses. He is responsible for investment management, impact strategy, and leadership of the firm. He also serves as a Co-founder and principal member of Alvearia* and Founding member of the Angel/VC group Keiretsu Forum Chicago. Nate’s prior experience includes consulting with JPMorgan, Principal and Managing Director for Bank of Montreal’s US Private Bank, developer of Capital Group’s Midwest family office practice, and Senior Managing Director with Silicon Valley Bank. During his tenure developing investment platforms, strategies and office practice, he served as a subject matter expert in private equity, secondaries, impact investment potential and portfolio construction. Nate holds an undergraduate degree from Valparaiso University and an MBA from the Yale School of Management with a concentration in asset management, where he studied under Nobel Laureate Robert Schiller, David Swensen, and AJ Wasserman.
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Jesse Serventi - Renovus Capital
03/14/2024
Jesse Serventi - Renovus Capital
Jesse Serventi is a founding partner of Renovus Capital Partners. Founded in 2010, Renovus is a lower middle-market private equity firm specializing in the Knowledge and Talent industries. From its base in the Philadelphia area, Renovus manages over $1.5 billion of assets across its several sector focused funds. Mr. Serventi is actively involved in all areas of the firm, including strategy, investing, value creation, talent development, and limited partner relationships. Prior to co-founding Renovus, Mr. Serventi was an investment professional at Leeds Equity Partners and Citigroup Private Equity. Mr. Serventi graduated summa cum laude from Bucknell University with a B.A. in economics.
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John Block - Unity Partners
02/29/2024
John Block - Unity Partners
John Block is the Co-Founder and CEO Unity Partners, a Dallas-based private equity firm that partners investors and operators to build better together.
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John Garcia - Solyco Capital
02/15/2024
John Garcia - Solyco Capital
John Garcia Strategy, Driving Engagement Deliverables John’s diverse experience includes leading as an Executive and Entrepreneur in multiple start-ups, small and midmarket companies, and Fortune 500 businesses across energy, tech, life science, food & beverage, and transportation/logistics industries. He has extensive experience in IP licensing, corporate strategy, marketing, private equity, M&A, technology R&D, manufacturing, sales, operations, and board leadership. John currently leads Solyco as managing director and several companies as a strategy executive through management consulting engagements and others as a board member, investor, managing partner, and/or shareholder. John has been a keynote speaker on affecting strategy for Fortune 500 companies, Universities, and various leadership groups. John is a community contributor and leader through Gen Next Global Membership, participation in a symposium on energy and technology through the MIT alumni association, appointment as a Charter School Board Member by the State of Michigan, Advisory Board Member for the School of Engineering and Computer Science at Oakland University, selected as L.B.P. Elite 40 under 40, Big Brother in BBBS for over 10 years, and Leadership Detroit Graduate, among others.
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Anthony Maniscalco - Investcorp
02/01/2024
Anthony Maniscalco - Investcorp
Anthony Maniscalco Managing Partner & Business Head at ISCG Anthony Maniscalco is the Managing Partner and Head of Investcorp’ s Strategic Capital Group (SCG), based in New York. SCG is focused on providing strategic and financing solutions to mid-sized private market GPs including the acquisition of minority equity interests. SCG currently manages $1.25 bn of AUM and has completed eleven minority investments across buyout, structured capital, private credit, real estate and infrastructure. Anthony is on SCG's investment team and Chairperson of its investment committee. Anthony's primary responsibilities include overall business management, sourcing new investment opportunities, managing select GP relationships and overseeing portfolio construction. Prior to his current role, Mr. Maniscalco was a Managing Director and Co-Head of Credit Suisse’ Anteil Capital Partners. Prior to this, he was Managing Director of the Hedge Fund Solutions business at The Blackstone Group. At Blackstone, he was a founding member, key person and on the investment committee of Blackstone Strategic Capital Holdings, a USD 3.5 billion private, permanent capital vehicle focused on acquiring minority interests in alternative asset management GPs. Prior to Blackstone, Mr. Maniscalco was Head of Alternative Asset Management Banking at Barclays (and its predecessor Lehman Brothers) within its Financial Institutions Group. In this role, Anthony was at the forefront of advising GPs on selling minority stakes to other GP staking platforms. Prior to this role, Mr. Maniscalco was head of the Media and Telecom vertical within Lehman Brothers' Leveraged Finance Group. In this role, Anthony covered mid and large cap private equity firms financing buyouts across the globe. Early in his career, he worked at Bank of America and its predecessor Continental Bank in Chicago, focused on high yield, mezzanine, syndicated bank loans, and interim financing products. Anthony holds a B.S. from Indiana University and an M.B.A. from the University of Chicago. Investcorp's perspectives can be found in their insights document available at the following link:
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Ben Fraser - Aspen Funds
01/18/2024
Ben Fraser - Aspen Funds
Ben is the Chief Investment Officer at Aspen Funds, where he combines his analytical nature with a passion for delivering outstanding client service and strong returns through out-of-the- box investments. Prior to joining Aspen, Ben served as a Commercial Lender at First Business Bank, one of the top SBA lenders in the nation. There, he specialized in government-backed loan originations, specifically SBA and USDA loans. Before that, he worked as a Commercial Credit Underwriter for Crossfirst Bank, where he personally underwrote over $125MM in C&I and CRE loans across various industries. Ben also has experience working in the asset management industry, having served as a key member of the team at Tortoise Capital Advisors. At Tortoise, he helped grow institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben holds an MBA from Azusa Pacific University and a Bachelor of Science in Finance from the University of Kansas, where he graduated magna cum laude. Ben is the co-host of the “Invest like a Billionare” podcast where he joins his father, Bob and Aspen co-founder Jim Maffuccio, to dive into the world of alternative investments and speak with successful investors. The trio also discusses economic trends, including megatrends such as inflation, energy prices and deglobalization. Their goal is to empower others looking to explore less volatile investment opportunities improving their portfolio’s performance and enabling them to become more financially secure.
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Quotes and Mottos Montage from Private Equity and Investment Banking Professionals
01/04/2024
Quotes and Mottos Montage from Private Equity and Investment Banking Professionals
In this highly anticipated annual episode of Northstar's Private Equity Fast Pitch, we bring together the industry's top leaders from the past year. Join us as we delve into the personal mantras and driving forces that fuel these prominent figures in the Private Equity and Invesment Banking arena. Guest Speakers: · [04:22] Jeff Armbrister, Hamilton Lane · [06:47] Caroline Stevens, MPK Equity Partners · [08:54] Stephen Vaccaro, Hirtle, Callaghan & Co · [10:21] Ganesh Rao, Thomas H. Lee Partners · [11:55] Jeff Eaton, Eaton Partners · [13:58] Arthur Hollingsworth, Texas Private Equity · [14:52] Dave Tayeh, Investcorp · [16:46] Brian McGee, New Water Capital · [18:52] Marc J. Leder, Sun Capital Partners · [20:06] Christiaan van der Kam, Schroders Capital · [21:39] Mark Sotir, Equity Group Investments · [22:53] Jeff Collins, Cloverlay · [24:19] Chris Burbach, Fundamental Income · [26:27] Rami Cassis, Parabellum Investments · [27:12] Christopher Merrill, Harrison Street · [28:26] Ross Jones, Berkshire Partners · [32:49] Jeffrey Stevenson, VSS Capital Partners · [35:15] Pardis Nasseri, Palm Tree LLC · [37:33] Michael Butler, Cascadia Capital · [40:01] Neha Champaneria Markle, Morgan Stanley · [41:40] Michael Bego, Kline Hill Partners · [43:03] Drew Maloney, American Investment Council (AIC) · [45:19] Chris Sznewajs, Pacific Avenue Capital Partners These top professionals will share their favorite quotes and mottos, offering insights into what motivates and drives them on a daily basis. Get ready for a captivating journey into the minds of these industry leaders Tune in to gain valuable insights and inspiration from these influential voices shaping the Private Equity landscape. Discover the mantras that power success in this dynamic industry.
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Christopher Sznewajs - Pacific Avenue Capital Partners
12/14/2023
Christopher Sznewajs - Pacific Avenue Capital Partners
Chris Sznewajs is the Managing Partner, Founder and Investment Committee Member of Pacific Avenue Capital Partners. Mr. Sznewajs is responsible for overseeing all aspects of the firm’s investment activities along with chairing the Boards of the active portfolio companies. Prior to founding Pacific in 2018, Mr. Sznewajs served as a Principal with The Gores Group where he focused on investing in special situations and corporate carve-outs in the industrials sector. Mr. Sznewajs also was a Manager at Bain & Company in the restructuring and turnaround practice. Mr. Sznewajs graduated from Indiana University with a degree in Finance and Accounting. He has an MBA from Northwestern University’s Kellogg School of Management and is also a Certified Public Accountant (CPA). https://www.youtube.com/watch?v=sey5_87-XWY
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Drew Maloney - American Investment Council
11/30/2023
Drew Maloney - American Investment Council
Drew Maloney is President and Chief Executive Officer (CEO) of the American Investment Council (AIC), an advocacy and resource organization that represents the private equity and private credit industry. Maloney first joined the AIC in 2018 and has since played a critical role helping private equity and private credit tell its powerful story about creating jobs, growing businesses and strengthening millions of Americans’ retirement savings. During that time, he has educated policymakers, the media and the general public about the industry’s importance to the American economy and to American workers, testifying before Congress about the benefits of private equity and launching a sustained education campaign to highlight the industry’s role supporting the economic recovery from COVID-19. Under Maloney’s leadership, the AIC has almost doubled its membership and revenue. Maloney is recognized as a leading government affairs expert, with more than 25 years of experience in both the public and the private sectors. Prior to joining AIC, Maloneyserved as the Assistant Secretary of the Treasury for Legislative Affairs, as a corporate officer and Vice President of Government and External Affairs for the Hess Corporation, and as CEO of prominent bipartisan government affairs firm Ogilvy Government Relations. Maloney began his career working on Capitol Hill and later advised several presidential campaigns and transition teams.
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Michael Bego - Kline Hill Partners
11/16/2023
Michael Bego - Kline Hill Partners
Michael A. Bego is the Founder and Managing Partner of Kline Hill Partners, which he founded in 2015. Mr. Bego sits on the Investment Committee of all of the Kline Hill Partners funds and is a board member of organizations including the American Investment Council and the Greenwich YMCA. From 2005 through 2015, Mr. Bego was a partner at secondary firm Willowridge Partners, where he was instrumental in developing a focused strategy around small-deal secondary transactions. Mr. Bego was a consultant at McKinsey & Co. until 2005, conducted a turnaround at Vincent Longo in 2003, was in venture capital at LGP from 2000 to 2003, and ran projects and sold enterprise software at Numetrix (now part of Oracle) from 1993 through 1998. Mr. Bego founded and runs "THE Secondary Day" since 2006, an annual, collegial event that each year brings together executives across the secondary industry. Mr. Bego received a Bachelor of Science in Engineering from Cornell University in 1993 and an MBA (Beta Gamma Sigma) from Columbia University Business School in 2000.
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