Episode 19 features Glenn Oken, a Managing Director with Mangrove Equity. Glenn's primary focus at Mangrove is originating deal opportunities and qualifying acquisition candidates. He also assists Mangrove portfolio companies with corporate development issues and is a member of Mangrove's Investment Committee. Prior to co-founding Mangrove, Glenn was the most tenured partner at Florida Capital Partners. Between Mangrove and FCP, Glenn has helped to build two of the most experienced and successfu...
Aug 02, 2018•34 min•Season 1Ep. 19
Drew Quartapella is a founder and Managing Director of BlackArch. He has over 20 years of middle-market mergers and acquisitions advisory experience as both an advisor and a principal and has advised on transactions with an aggregate value in excess of $5 billion. Mr. Quartapella is co-head of BlackArch’s Energy, Distribution and Consumer practices. He also has transaction experience in the fields of Infrastructure & Construction; Distribution & Supply Chain Management, Food, Beverage & Agribusi...
Jul 12, 2018•30 min•Season 1Ep. 18
Episode 17 features Tammie Miller a Managing Director, with TKO Miller with over 20 years of investment banking experience with an extensive background in healthcare, business process outsourcing, manufacturing, industrial services and food ingredients. Prior to forming TKO Miller, Tammie was a Managing Director at Grace Matthews where she was responsible for managing transactions in a variety of industries. Tammie particularly enjoyed working with family and founder owned businesses. Tammie's o...
Jul 05, 2018•25 min•Season 1Ep. 17
Paul Murphy with Sentinel is a Partner who joined in 2000. Over the past two decades, he has established himself as a successful lower middle market private equity investor. Before joining Sentinel Capital Partners, Mr. Murphy spent three years as a Director at Dilmun Investments, the U.S. private equity affiliate of Bahrain International Bank. While at Dilmun, he focused on originating, structuring, and executing private equity investments in lower middle market companies. Prior to Dilmun, Mr. ...
Jun 28, 2018•21 min•Season 1Ep. 16
Episode 15 features Barry Freeman, a Managing Director and Co-Head of Lincoln International’s Healthcare Group, focusing on healthcare services in the global market. Barry manages key client relationships, deal teams, and is active in marketing the services of Lincoln International to private owners, private equity firms and corporations. Today they will be discussing the Healthcare Industry and how Technology has been shaping recent growth. They will also cover recent trends within the industry...
Jun 22, 2018•28 min•Season 1Ep. 15
Jeri Harman with Avante Mezzanine is the Founder & CEO. With over $465 million of capital under management, Avante makes unitranche and subordinated debt and minority equity investments to finance buyouts, minority recaps, acquisitions and growth. Avante invests $5 – 25 million in established lower middle market companies generating at least $3 million EBITDA. Ms. Harman has over 30 years of financing experience, involving well over $1 billion in aggregate transactions. In 2016 and 2017, she was...
Jun 13, 2018•25 min•Season 1Ep. 14
Episode 13 features Chad Sweet, Co-Founder and CEO of the Chertoff Group. Before joining the private sector, Chad served as the Chief of Staff of the Department of Homeland Security. With over a decade of investment banking experience, Chad has been involved in more than 40 successful sell- and buy-side M&A and capital formation engagements. 00000094 00000094 000020EF 00002152 0000A5EB 0000A5EB 00007D9C 00007BFB 00148C34 00148C34
Jun 07, 2018•23 min•Season 1Ep. 13
Episode 12 features Scott MacLaren who joined Sterling in 2014 from The Boston Consulting Group where he focused on operational improvement initiatives for industrial and energy companies. Prior to entering the private sector, Scott was a Ranger qualified officer in the United States Army where he led a scout platoon during the troop surge in Iraq, and later served as a company commander in charge of 120 personnel. Scott's first investment at Sterling was American Bath Group, a turnaround effort...
May 30, 2018•27 min•Season 1Ep. 12
Episode 11 features Hunter Carpenter from RedBird Capital. Hunter, a former 4 year letterman of Ole Miss basketball, previously worked 8 years at The Stephens Group out of Arkansas before joining a Redbird Capital as a Partner. Today they’ll be discussing RedBirds background and differentiation within the industry, some guidance he’d offer young students as they decide on a career path and finally, how he approaches entrepreneurs before establishing a partnership. 00000331 00000330 0000C8F2 0000...
May 24, 2018•31 min•Season 1Ep. 11
Episode 10 focuses on advice to recent graduates who are interested in Private Equity and Investment Banking from 9 of the most influential professionals within the industry. Speakers include, Kurt Haras with Quarton, Jay Jester with Audax, Charlie Gifford with New Heritage, David Iverson with Lazard, Blythe Jack with TSG Consumer, Clay Hunter with The Stephens Group, Jeff Sangalis with ORIX, Dave Althoff with Duff & Phelps and Suzanne Yoon with Kenzie Capital. 00000224 00000223 0000E79B 0000E79...
May 16, 2018•48 min•Season 1Ep. 10
Episode 9 features Suzanne Yoon, the Founder and Managing Partner of Kinzie Capital Partners. Suzanne oversees the firm’s investments and operational activities. Her philosophy of combining operational excellence with technological innovation separates Kinzie from other capital providers and insures impactful and sustained growth for investors. Prior to founding Kinzie, Suzanne was a Managing Director at Versa Capital Management, LLC, a leading special situations-focused private equity firm, whe...
May 09, 2018•43 min•Season 1Ep. 9
Episode 8 of the Private Equity Fast Pitch features Dave Althoff with Duff and Phelps out of Chicago. In 2014, Dave was named one of the Top 50 M&A Investment Bankers by the Global M&A Network and has more than 20 years of experience in mergers and acquisitions, private placement and financial restructuring. David’s recent experience includes advising a building products company on its $240 million sale to a strategic buyer and a $190 million sale to a manufacturing company to a private equity...
May 02, 2018•33 min•Season 1Ep. 8
Episode 7 features Blythe Jack with TSG Consumer out of San Francisco California. Blythe has spent over 10 years at Rosewood Capital and, most recently, served as CEO of a high-growth consumer products company. She has sourced and structured investments in industries such as health & beauty, apparel, specialty retail, restaurant, and consumer products. They’ll be discussing TSG’s strategies within the Consumer Food & Beverage industry, some of TSGs success stories and the strengths of hiring wom...
Apr 24, 2018•37 min•Season 1Ep. 7
Episode 6 features David Iverson a Managing Director and Food & Agriculture Group Head at Lazard Middle Market. Today they’ll be discussing Lazard’s specialized vertical of consumer food & beverage, the current shifting trends within the industry and how branding differentiates their products. We invite you to listen to Dave's view on current industry dynamics, the evolution of our middle market food & agriculture practice and Lazard's differentiating factors. 00000394 00000391 000058E3 000058E3...
Apr 17, 2018•29 min•Season 1Ep. 6
Episode 5 features Charlie Gifford, a senior partner and co-founder of New Heritage Capital. Based in Boston, Massachusetts, New Heritage Capital focuses primarily on Business Services, Manufacturing and Healthcare Services with the average Investment Size ranging from fifteen to forty million dollars. Today they’ll be discussing how Private IPOs give founders more incentive equity and greater control, how New Hertiage Capital’s typical partnership with firms differs from their competition, and ...
Apr 10, 2018•31 min•Season 1Ep. 5
Jeff Sangalis has been in the Private Equity and Mezzanine world for over 30 years now. Most notably, he was with RSTW, which was the largest Mezzanine Capital firm in the US. In 2012 Jeff brought his wealth of connections and investing experience to the Orix Corporation to set up Orix Mezzanine and Private Equity. He quickly gained a reputation as a leading investor in “Independent Sponsor” deals, with 24 of their 32 portfolio companies falling within this category. Today they will be discussin...
Apr 04, 2018•29 min•Season 1Ep. 4
Our host, Jeff Henningsen, President of Lockton companies in Houston, will be speaking with Clay Hunter, a St. Louis native and Harvard grad, who began his career in Investment Banking before transitioning to traditional Private Equity 15 years ago, and then several years ago joining the Stephens group, a Little Rock-based family office with over 8 decades of successful investments and partnerships with a wide range of companies and management teams. Their approach is a simple and straightforwar...
Mar 27, 2018•40 min•Season 1Ep. 3
Today, Jeff Henningsen will be speaking with Jay Jester who has been with Audax Group for over 18 years. As a Managing Director for the over 2 Billion dollar Private equity fund, Jay has been focused on building strategic assets out of small pieces. As of March 2018, Audax has invested in one hundred and thirteen platform companies and more than six hundred and fifty six add-on acquisitions for that portfolio.
Mar 20, 2018•46 min•Season 1Ep. 2
Today, Jeff will be speaking with Kurt Haras with Quarton International. With 27 partners and 60 employees, Quarton has global operations with offices from Detroit to London ... along with a combined track record of more than 500 transactions totaling over 15 billion dollars. They’ll be discussing what differentiates Quarton’s approach within the market and current industry trends.
Mar 13, 2018•31 min•Season 1Ep. 1
