Private Equity Fast Pitch

Doug Lovette, Third Coast Capital Advisors

Mr. Lovette is the founder of Third Coast Capital Advisors and manages the daily activities of the firm with responsibility for originating, advising on, and executing merger and acquisition transactions for clients across a variety of industries. Prior to forming Third Coast Capital Advisors, Mr. Lovette was a Managing Director in the Middle Market M&A group at Banc of America Securities LLC where he led a national effort focused on M&A transactions with values under $150 million. Prior to his ...

Advice to Young Professionals & Recent College Graduates

This episode features the valuable advice Private Equity & Investment Banking Professionals have given for young professionals and recent college graduates.

Laird Koldyke, Winona Capital

Episode 77 features Laird Koldyke, a founding partner of Winona Capital Management which is a Chicago based private investment firm focused on growth investments in branded consumer companies. Winona Capital manages investments on behalf of high net worth families, institutions and individuals. Mr. Koldyke has served on the boards of numerous consumer companies including Chipotle Mexican Grill (Chairman) , Einstein’s Bagels (Founding Investor), Wild Oats Markets, Fat Brain Toys, Petsense, Kjus A...

Glenn Jacobson, Trilantic Capital Partners

Glenn Jacobson is a Partner of Trilantic North America. Glenn is also a member of the Investment Committee of Fund VI North America and TEP II North America. His primary focus is on investments in the energy and energy transition sectors. Glenn is a member of Trilantic North America’s ESG committee which helps to develop and implement the firm’s ESG policies. Glenn joined Trilantic North America in 2009 at its inception, prior to which he was a Principal at Lehman Brothers Merchant Banking (LBMB...

The Caesar's Palace Coup, Max Frumes & Sujeet Indap

Today we speak to the authors of The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street https://tinyurl.com/caesarsbook This is where Oceans 11 meets Chapter 11 It was the most brutal corporate restructuring in Wall Street history. The 2015 bankruptcy brawl for the storied casino giant, Caesars Entertainment, pitted brilliant and ruthless private equity legends against the world's most relentless hedge fund wizards. In the tradition of ...

Craige Stout, Stout

Craige L. Stout serves as Chief Executive Officer of Stout, a 600-person global investment bank and advisory firm founded in 1991. With 23 offices around the world, Stout focuses on corporate finance, transaction advisory, valuation advisory, and dispute consulting. Having worked on over 1,000 projects, his experience is broad and diverse in the fields of investment banking, litigation consulting, and valuation advisory. Prior to founding the firm, Craig was with Price Waterhouse in it’s Valuabl...

Brandon Bethea, Aterian Investment Partners

Episode 73 features Brandon Bethea, a Co-Founder and Partner of Aterian Investment Partners who serves on the Investment Committee. Mr. Bethea has been a private equity investor since 2000. Prior to Aterian, he was a Principal with Insight Equity, an investment professional with Freeman Spogli & Co and began his career with Salomon Smith Barney’s investment banking division. Since 2015, Mr. Bethea has also served on the Endowment Committee of Christ Church in Pelham, New York. Mr. Bethea receive...

Mike McGill, Cowen

Mike McGill is a Managing Director, Strategic Capital at Cowen and was a co-Founder of MHT Partners. Prior to founding MHT, he spent five years at Donaldson, Lufkin & Jenrette and CS First Boston where he managed the execution of M&A advisory and corporate finance transactions for middle-market companies. Prior to joining DLJ, he was at Lehman Brothers where he focused on M&A advisory. He is an active member of the Maverick Gold chapter of the Young Presidents Organization (YPO) and in 2019 was ...

Marshall Adkins, Raymond James

Episode 71 features Marshall Adkins, a Managing Director and Head of Energy Investment Banking at Raymond James. Marshall gives us great insight into what to expect in the energy markets for next few years, as well as the leading indicators that suggest the energy space will be an attractive place to focus your attention. Marshall Adkins joined Raymond James in 1995 and serves as the head of the firm’s Energy Investment Banking practice. Prior to this role, Mr. Adkins served as the director of E...

Brent Humphries, Alliance Bernstein

Episode 70 features Brent Humphries with Alliance Bernstein. Brent joined AB in 2014 as a founding member and President of AB Private Credit Investors, where he has primary responsibility for overseeing all aspects of the business, including chairing the investment committee, fundraising, investor relations, investment originations, structuring and underwriting, as well as ongoing portfolio management and compliance. He previously held the same position with Barclays Private Credit Partners. Pri...

Private Equity Quotes & Motto's

Kick-Off 2021 with quotes, mottos and mentorship advice from past Private Equity Fast Pitch guests.

Jerry Johnson, EnPro Industries

Episode 68 of Northstar's Private Equity Fast Pitch features Jerry L. Johnson with EnPro Industries Inc. Jerry joined the EnPro Industries as their Senior Vice President of Strategy, Corporate Development, and Investor Relations. Jerry has held leadership roles in finance and consulting for more than 25 years. He has extensive experience in acquisitions and was a founding member and Partner of the private equity firm RLJ Equity Partners for the last thirteen years. He is a member of the New York...

Todd Ofenloch, H.I.G. Capital

Todd Ofenloch is a Managing Director in the Boston office of H.I.G. Capital. Since joining the firm in 2009, he has been responsible for evaluating and executing new investment opportunities, as well as working with certain existing portfolio companies. Todd has over 15 years of experience investing in middle market private equity transactions and has worked on investments in a broad range of industries, including building products, business services, enterprise software, food and consumer produ...

Quotes & Motto's from Female Private Equity Professionals

Craig Hurlbert, BrightMark Partners

Mr. Hurlbert is a seasoned entrepreneur – with a thirty-year track record of building successful businesses with strong leadership teams. Mr. Hurlbert was named Ernst & Young Entrepreneur of The Year® in 2009 in the Houston and Gulf Coast Area and inducted into the Ernst & Young Entrepreneur of The Year® Hall of Fame that same year. He was also a founding member of the Young Presidents Organization – Gulf Coast Region. Mr. Hurlbert is currently a Managing Partner and Co-Founder at BrightMark Par...

Nik Shah, Cohere Capital

Episode 64 of the Private Equity Fast Pitch features Nik Shah, the co-founder and managing partner of Cohere Capital. Prior to co-founding Cohere Capital with Daniel, Nik was a Managing Director at H.I.G. Capital / H.I.G. Growth Partners where he focused on private equity investments in high-growth, entrepreneur-owned companies in the business services, technology, media, and Internet sectors. In his 12 years at H.I.G., he has served on the board of over 10 past and current H.I.G. portfolio comp...

Brad Brenneman, Breck Partners

Episode 63 features Brad Brenneman with Breck Partners. Prior to founding Breck, Brad was a partner at Wingate Partners for 16 years, where he served as Co-Managing Partner and was Chairman of Nekoosa Coated Products, Dunn Paper, and Sunrise Oilfield Supply, as lead board member for Industrial Container Services, and as a board member of S&N Communications and Binswanger Glass. ​ Prior to joining Wingate, Brad was an executive with Entergy Wholesale Operations where he led project teams in acqui...

Advice to College Graduates

Today we are excited to present a montage of college graduates advice from past Fast Pitch guests. Today’s college graduates find themselves in an unprecedented and challenging environment because of the COVID 19 national lock down. To address this national challenge, we’ve compiled the best advice to college graduates from top private equity professionals. we will hear how they overcame challenges in their past and tangible advice they would offer to young graduates in an unfamiliar environment...

Julia Karol, Watermill Group

Julia Karol is President and COO of Watermill Group. She is responsible for overall firm operations and helping Watermill portfolio companies develop and implement their strategies. Previously, as a Watermill Principal, Julia helped guide the day-to-day operations of the firm, directed the firm’s investor relations and managed fundraising initiatives for acquisitions. Prior to joining Watermill, Julia worked at Jumpstart, a national nonprofit organization. While at Jumpstart, she managed Boston-...

Bob Landis, The Riverside Company

COMPANY OVERVIEW With over $10 billion in assets under management, The Riverside Company is one of the largest and oldest global private equity firms. Riverside makes control and non-control investments in companies with enterprise values under $400 million. Since its founding in 1988, Riverside has invested in more than 650 transactions and currently has a portfolio that includes more than 90 companies worldwide. The firms’ specializations include healthcare, education and training, manufacturi...

Restructuring & Turnaround Guidance for Directors & Officers

Many of you listened to Episode 57 which addressed the importance of a plan, urgency and actions necessary to begin and implement a turnaround for a company facing challenging issues. Our guest, Jeff Sands, shared his own journey in the aftermath of Hurricane Katrina and his work assisting companies with turnarounds. At the time we recorded Episode 57 we had no idea just how significant the coming days would be in terms of the consequences of Covid -19. For those that have not listened to Episod...

John Goldasich, Arlington Capital

Being heavily involved in the Food & Beverage Industry, John has valuable insights on how the current COVID-19 lockdowns have effected businesses and what they are doing to combat the impacts. John is a senior advisor to middle-market companies on sell-side and buy-side merger & acquisition transactions, corporate divestitures, management buyouts, recapitalizations and other corporate finance matters. John's primary responsibilities at Arlington include leading deal execution and business develo...

Jeff Sands, Dorset Partners

Jeff grew up in working in his family's manufacturing business and returned as an adult to help grow, fix, grow again, fix again and eventually exit that business.Since then he has specialized in corporate turnarounds; fighting to save businesses, jobs, fortunes and the communities they support. 3-times Jeff has been awarded of one of the Turnaround Management Association's prestigious Turnaround of the Year Awards for each of the following businesses; Vermont Aerospace (2017), Canadian Kraft Pa...

Lauren Mulholland, MiddleGround Capital

Lauren is a Partner at MiddleGround where she is responsible for transaction sourcing and management of the Investment Team with John Stewart. Prior to founding MiddleGround, Lauren spent more than ten years executing transactions as an investment banker and private equity investor. She started her career in investment banking as part of the Financial Institutions Group at Banc of America Securities and then moved to Macquarie Capital to help launch a private capital markets platform. She subseq...

Brett Hickey, Star Mountain Capital

Brett Hickey is the Founder & CEO of Star Mountain Capital, LLC, a $1+ billion AUM specialized U.S. lower middle-market investment firm. Star Mountain employs a data-driven approach to provide value-added debt and equity capital to established small and medium-sized companies leveraging its large market expertise, scale-driven resources, and longstanding relationships. With approximately 30 full-time people and over 25 operating partners and advisors, Star Mountain brings proven large market exp...

Bob Grady, Gryphon Investors

Bob Grady, is a seasoned private equity executive with over two decades of experience. Prior to joining Gryphon, he spent five years as General Partner and Managing Director of the Cheyenne Capital Fund, a $500 million private equity fund that achieved top-decile performance among similar vintage private equity fund-of-funds. Over the same time period, Mr. Grady was Chairman, as a non-paid volunteer, of the New Jersey State Investment Council, which oversees the state’s $78 billion pension plan....

Marshall Adkins, Raymond James

Marshall Adkins joined Raymond James in 1995 and serves as the head of the firm’s Energy Investment Banking practice. Marshall Adkins joined Raymond James in 1995 and serves as the head of the firm’s Energy Investment Banking practice. Prior to this role, Mr. Adkins served as the director of Energy Research and focused on oilfield services and products. Prior to Raymond James, he spent 10 years in the oilfield services industry as a project manager, corporate financial analyst, sales manager, an...

Joe Linnen, The Jordan Company

Joe Linnen is a Partner of The Jordan Company. He is also a member of the firm's Executive Committee. Joe joined TJC in 1993. He focuses all of his time on sourcing, originating and evaluating transactions on behalf of TJC. ​He serves on the board of directors of Worldwide Clinical Trials and CFS Brands. Joe is Chairman Emeritus of the La Lumiere School Board of Trustees and he was Co-Chairman of its Courageous Vision Capital Campaign. Joe was a founding Director of the Oz Park Baseball Associat...

Quotes & Mottos from Private Equity & Investment Bankers

Episode 51 of the Private Equity Fast Pitch features the quotes and mottos of past podcast guests that inspire them in their daily life.

Victor Vescovo, Insight Equity

Vescovo grew up in Dallas, Texas, where he graduated from St. Mark's School of Texas. He earned a bachelor's degree in Economics and Political Science from Stanford University, a master's degree in Defense and Arms Control Studies (Political Science) from the Massachusetts Institute of Technology, and an MBA from Harvard Business School where he was a Baker scholar. In December 2018, he became the first person to reach the deepest point of the Atlantic Ocean, piloting DSV Limiting Factor, a repo...