Prior to joining Peterson Partners, Sydnee worked with Senator Steve Daines legislative team in Washington, D.C. Sydnee received a B.A. Prior to KKR, Mark worked at Barclays Capital in both the Leveraged Finance and Restructuring groups, where he focused on a range of M&A and financing transactions. Prior to Veritas, Elton was an Associate at Alvarez & Marsal Corporate Performance Improvement. Prior to Veritas, Var was Vice President of Product Development at PowerSchool. Prior to The Raine Group, he was the Controller of South Dakota Trust Company after working as an Audit Senior Manager at Deloitte where he served global financial services firms and worked on various transactions including M&A, IPOs, spin-offs and reorganizations. Prior to Veritas Capital, Lauren was an Associate Vice President at Rockefeller Capital Management in the Corporate Controllers group. Ian holds a B.S. Founded in the Fall of 2014, LEP manages over $300 million in capital, raised primarily from strategic healthcare partners. Previously, she worked at Deloitte as a Senior Tax Consultant in the Investment Management group with a focus on private equity clients. Sahel Capital is a private investment firm focused on the food and agriculture sector in sub-Saharan Africa. WebAt PwC, Spencer provided advisory services to large private equity and corporate clients on buy-side and sell-side transactions in the consumer, healthcare, business services, Prior to Veritas, Kathleen was a Senior Associate at PwC, where she focused on financial statement audits of alternative investment clients. Carolyn built out their Board Xcelerate program, which placed diverse candidates onto pre-IPO corporate boards. in Organizational Studies/Human Resource Management from the University of Michigan. Michael holds a B.S. Emily is an Associate at Peterson Ventures. is a registered investment adviser. He is also aCertified Public Accountant. She began her career in NYC as a buyer for Bloomingdales. At KPMG and EY, Emily provided tax compliance and advisory services to private equity, venture capital, and hedge fund clients. Previously, Dejan was an Associate at Veritas after beginning his career as an investment banking Analyst at UBS in the Mergers & Acquisitions Group. Previously, he worked at Citigroup in the Alternative Asset Group within the Investment Banking Division. in Economics from Brown University.
David holds a B.A. While at Morgan Stanley, CJ worked with companies primarily in the consumer and digital commerce industries on a variety of M&A and equity transactions. Jamie holds a B.S. The iShares Listed Private Equity UCITS ETF (IPRV) is a fund that invests in private equity companies across the developed world. Evan holds a B.S., cum laude, in Applied Economics and Management from Cornell University and an M.B.A. from the Wharton School at the University of Pennsylvania. Prior to rejoining Veritas, Dejan was a Vice President at Angel Island Capital where he focused on credit investments in the industrials sector including aerospace, defense and government services. Alex holds a B.S., magna cum laude, in Accounting and Business Administration from Washington and Lee University and an M.B.A. from Harvard Business School. Joel earned an MBA from Harvard Business School and received his Bachelors degree from Brigham Young University, where he was valedictorian. Previously, he was an Associate at Veritas. Prior to Veritas, Johnny was an associate at Mullen P.C., a privacy law and litigation firm, where he focused on commercial litigation and transactional matters. His experience includes working on a variety of private equity due diligences, growth strategy studies, and M&A integration projects. Individual companies and organizations are the core of Christian impact investing. from The Wharton School at the University of Pennsylvania and an M.B.A. from Harvard Business School. Previously, Laura was an investment banking Associate at Credit Suisse in the Financial Sponsors Group, focused on structuring and executing leveraged buyouts, dividend recapitalizations, and other debt financings. They focus on what they call P3: people, performance and purpose. in Economics and Asian Studies from Dartmouth College and an M.B.A. with a concentration in Healthcare Management from The Wharton School. Previously, he was an Associate at Black Diamond Capital Management after beginning his career as an investment banking Analyst at UBS in the Leveraged Finance Group. in Chemical Engineering at Western University. Prior to Reef Road, Richard was an investment professional at Marblegate Asset Management focused on opportunistic credit investments in the middle market. The Company serves patients from its 25+ locations in 8 states. Jordan is a Principal at Peterson Partners. Harrison holds a B.B.A., with distinction, from the University of Michigan and an M.B.A. from Harvard Business School. As a strategic investor with an in-depth, focused knowledge and understanding of government-influenced markets and customers and related policy and regulatory Meagan is an Executive Assistant at Peterson Partners. Max began his career with The Royal Bank of Scotland in the International Banking division. This approach, together with unmerited favor, has resulted in Mergon achieving sustained, above-market returns for nearly 40 years. Investor Type: Hedge Fund, Private Equity Firm, Venture Capital. Trent graduated from Brigham Young University with a B.S. in History from Brigham Young University. He began his career as an associate at Debevoise & Plimpton LLP. Mergon is an investment group that exists to create Kingdom impact and equip others to do the same. Previously, he worked at PwC as a Senior Associate in the Assurance practice, focusing on alternative investment clients. Prior to joining Peterson Partners, Andrew was an Investment Banking Analyst in the Technology group at Bank of America Merrill Lynch in Palo Alto. His experience includes working on a variety of private equity due diligences, growth strategy studies, and transaction advisory services. We have curated a list of the top Minneapolis Private Equity Firms. Ibu began his career as an Investment Banking Analyst at Citigroup in the Financial Institutions Group. in Economics from Cornell University. (cum laude) from Fordham University School of Law. She started her career in Charlotte at Ernst & Young in their Financial Services Office. James holds a B.A. Ben received an MBA and a B.S. Previously, Erica was an Associate at Thomas H. Lee Partners, where she focused on investments in the consumer and healthcare industries. from Adelphi University. They operate across industries and geographies, range from seed-stage to mature, and can be both for-profit and non-profit (e.g. Forever 21. Spencer is a Partner at Peterson Partners. He is also a Certified Public Accountant. Prior to Viking, she spent 9 years at Centerbridge Partners as the director of human resources and administration. Jake is a Principal at Peterson Partners. Women's Care is a leading OB/GYN platform in the U.S. with 370+ providers and 130+ locations across three states. We are proud stewards of national assets, helping to improve the quality of healthcare while reducing cost, advance our educational system, and protect our nation and allies. in Accounting and an M.S. Prior to Veritas, Carolyn was an investment banking Analyst at Bank of America Securities in the M&A Group. Previously, he was a Principal at Stonington Partners and began his private equity career in 1992 at Merrill Lynch Capital Partners. Sahel Capital has depth of experience across a broad range of crop and livestock value chains; integrated processing operations; branded packaged foods; and related services. degree in Healthcare Administration from Brigham Young University Idaho. Lewis is an Analyst at Peterson Partners. Faith Driven Movements brings together leaders from around the world that seek to make a financial, social, environmental and spiritual impact through their business ventures. from the J. Reuben Clark Law School at Brigham Young University and a B.A. Ashton holds a B.S. Prior to rejoining Veritas, Ashishwas a Partner at McKinsey & Companyfocused on accelerating operational performance and organizational effectiveness at energy, hi-tech, pharma and industrial companies. Prior to joining Veritas, Brendan was Global Co-Head of Leveraged Debt Capital Markets at UBS, which included Leveraged Finance, Debt Capital Markets, Restructuring, and LATAM debt. Joel served as Chairman of the Board of Overseers at the Hoover Institution at Stanford from 2016 to 2019. Prior to Veritas, Harrison was a Vice President at Morgan Stanley Capital Partners where he focused primarily on investments in business services and industrials. Prior to Veritas, Welles worked as an investment banking Analyst at Bank of America in the Healthcare Group. Prior to joining Peterson Partners, Jordan was an Investment Banking Analyst at Morgan Stanley in New York City. Chief Financial Officer & Chief Compliance Officer. WebChristian Maynes manages financial investment activities at ICO, including private equity, public equity and debt, and short term investments. Prior to joining Peterson Partners, Nathan was a strategy consultant at L.E.K. Prior to joining Peterson Partners, Krista worked as a Customer Service Associate at Zeel. in Biomedical Engineering from The City College of New York. Prior to Veritas, Michelle was a Client Associate at Bank of America Merrill Lynch, where she provided operational support to financial advisors and their institutional clients. in Applied Mathematics from Columbia University. Mr. Musallam began his career at J.P. Morgan in the Structured Finance Division. The current Cephas team is growing Cephas Partners into a multifaceted investment platform with an eternal worldview. He is also a Certified Public Accountant. in Economics from Georgetown University. Paul is a Senior Advisor at Peterson Partners. www.joelcpeterson.com. Prior toVeritas, Alex was an investment banking Analyst at Bank of America Merrill Lynch in the Leveraged Finance Group. in Computer Engineering from New York University Tandon School of Engineering (Polytechnic Institute), and an M.B.A from Pace University focused on Information Systems. Yewande holds a B.A. In 2007, Aneal was deployed to Iraq with his U.S. Army reserve unit for a year-long combat tour where he served as an Infantry Officer. Previously he worked at Pritzker & Pritzker, the private equity group then led by Jay Pritzker and prior to that at Berkshire Partners, a Boston-based private equity firm. There, he focused on administrative work in the leveraged loan market including bank debt par loans, distressed loans, real estate loans and other credit investment vehicles. Jack holds a B.B.A., summa cum laude, in Finance from the University of Notre Dame and an M.B.A. from Harvard Business School where he was a George F. Baker Scholar. Prior to Veritas, Tyler worked as an investment banking Analyst and Associate at Bank of America Merrill Lynch in the Technology, Media & Telecom Group. Prior to PointState, he worked at Duquesne Capital Management where he focused on investments in the financial and business services industries. Matt holds a B.S., summa cum laude, in Finance and Accounting from Miami University. Previously, he was an Associate at Court Square Capital Partners, where he focused on investments in the industrials sector. Prior to joining Peterson Partners, Sean was the Network Administrator at a power company and the Director of Technical Operations for an IT Managed Service Provider in Salt Lake City. NeuroPsychiatric Hospitals provides care for patients with acute psychiatric disorders along with complex neurological and/or medical comorbidities. ADG is focused on helping Christian business owners transition out of their business without losing their kingdom impact. Trent is an Analyst at Peterson Partners. degrees in Economics and Asian Studies from Cornell University and an M.B.A. from The Wharton School at the University of Pennsylvania. Nic holds an M.S., with Distinction, from the University of Oxford and a B.S., with Distinction, from the University of Mannheim. Prior to Veritas, Annabelle was a Senior Associate on the Fundraising and Investor Relations team at The Riverside Company, a middle market private equity firm where she was responsible for marketing and investor reporting. At PwC, Eric provided audit services to asset management clients, including: private equity funds, hedge funds, and endowments. CJ graduated from the University of Utah with a B.S. He most recently served on the board of CBRE (NYSE) and is currently on the boards of Khan Academy and Stanford Federal Credit Union. WebList of 55 Top Renewable Energy Private Equity Firms Renewable energy private equity firms are focused on renewable energy projects globally-solar, wind, biomass, and more. Prior to Veritas, Griffin was an Investment Banking Analyst at UBS in the Financial Sponsors & Leveraged Finance Group where he focused on structuring and executing leveraged buyouts, mergers and acquisitions andother debt financings. She holds a Bachelor of Business Administration in Accounting from the University of Memphis. At Abry, he focused oninvestments in the healthcare, technology, and tech-enabled services industries. Griffin holds a B.A. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions, and other debt financings. Jake holds a B.S. Kate began her career at Raymond James in the Health Care Investment Banking division. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions as well as other debt financings. Prior to joining Peterson Ventures, CJ was an Investment Banking Analyst at Morgan Stanley in Los Angeles. Rebecca began her career with JPMorgan Chase on the internal consulting team. Prior to Veritas, Nick was a Senior Associate at PwC, where he focused on financial statement audits of alternative investment clients. Jordan is a Director of Finance at Peterson Partners. Prior to All Raise, Carolyn spent several years as an executive recruiter. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions, and other debt financings. Prior to Veritas, Nick was an investment banking Analyst at Morgan Stanley in the Global Industrials Group. from Harvard University and an M.B.A. from the University of Chicago Booth School of Business. Veritas Capital Fund Management, L.L.C. in Accountancy from The University of North Carolina at Chapel Hill. 2023 Leavitt Equity Partners Site by inHuis Creative, Leavitt Equity Partners299 South Main StreetSuite 2350Salt Lake City, UT 84111. Typically they help transition senior leadership or solve the plateauing growth issues. Founded in the Fall of 2014, LEP manages over $300 million in capital, raised primarily in Accountancy and an M.B.A from Providence College. Shalyce received a B.S. Prior to Veritas, Jack was an Associate at Hellman & Friedman, where he focused on investments in software. Eric is the Chief Financial Officer and Chief Compliance Officer at Peterson Partners. from the University of Wisconsin. from the University of Western Ontario and an M.S., with Honors, from the London School of Economics. He has also served as a Veritas portfolio company board member. Buddy holds aB.A., with High Honors,from Hobart College and a J.D. Prior to joining Ziegler, Kate served as a Senior Associate at Lumere. We have completed more than 100 acquisitions. Tyler holds a B.S., cum laude, in Applied Economics and Management from Cornell University. Curtis is a Senior Advisor at Peterson Partners. Prior to joining Veritas, Bhavna was Chief Human Capital Officer and Head of Strategic Initiatives at BC Partners. Prior to joining Peterson Partners, Rebecca was an Investment Banking Analyst in the Technology group at Jefferies in San Francisco. Web90%. Prior to Veritas, Connor was an investment banking Associate at Deutsche Bank in the Financial Sponsors Group. Hosts and Guests may maintain positions in the companies and securities discussed. from the University of Pennsylvania Law School, and an M.B.A. from The Wharton School at the University of Pennsylvania. Tyler holds a B.S. After selling Weddington Way to Gap Inc., Ilana joined the executive team at Gap Inc. and was a leader in customer experience and innovation for the company. Rohit holds a B.A. Jack holds a B.B.A. Previously, he was an investment banking analyst at Barclays in the Chemicals Group, focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. Private Equity Firms play an important role in the startup ecosystem. Prior to Veritas, James was a Paralegal at Proskauer Rose LLP, where he supported the Private Investment Funds group. Fusce dapibus, tellus ac cursus commodo, tortor mauris condimentum nibh, ut fermentum massa justo sit amet risus. 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