Ashish Agarwal is New Relic’s Chief Financial Officer and brings nearly three decades of high-growth public and private corporate finance experience to New Relic. Most recently, Agarwal served as Interim CFO and Senior Vice President, Strategy and Corporate Development at McAfee, including leading the company’s IPO and sale.

Previously, Agarwal served as vice president of corporate development at Akamai, where he was responsible for M&A and investments for the company’s cloud security line of business. Specifically, he led acquisitions in support of strategic fraud prevention and Zero Trust initiatives. Prior to Akamai, Agarwal served as a senior member of Symantec’s corporate development team, where he led multiple acquisitions and divestitures that transformed Symantec into a pure-play security company. He has also held strategic advisory roles in investment banking, including at UBS and Citi.

Agarwal earned his bachelor’s degree with honors in economics from Delhi University and his MBA from The Wharton School at the University of Pennsylvania.

Brian Barnum is the Operating Partner at Shamrock Capital Advisors and works with Shamrock's portfolio companies to improve operations and increase value. He currently serves as a director of Skillable, Ad Results Media, and Maple Media and has worked closely with the management teams of Bayard Advertising, Adweek, Iyuno, Wpromote, Appetize, RB Media and Questex. Prior to joining Shamrock in 2017, Mr. Barnum held a number of senior executive roles for privately held media, communications and technology companies including COO of Brighter, Inc. (aquired by Cigna), COO/CFO of the Rubicon Project (now Magnite), the COO/CFO of Business.com and later the President of Dex Media's Digital businesses (now Thryv Holdings) after it acquired Business.com, the CFO of Rent.com through its acquisition by eBay (now RentPath), and the CFO of Transaction Network Services, which he guided through an IPO. Prior to his roles as an operating executive, Mr. Barnum worked in investment banking to media companies at Bankers Trust Company and to technology and communications companies at Alex. Brown & Sons.

Mr. Barnum has an MBA from the UCLA Anderson School of Management and has a BA in Economics from Stanford University.

Shamrock Capital Advisors, LLC is a Los Angeles-based investment firm with approximately $3.8 billion of assets under management. Shamrock Capital invests exclusively in media, entertainment, communications, and related sectors through a multi-fund strategy centered on private equity investments and entertainment intellectual property rights ownership. Shamrock Capital was originally founded in 1978 as the family investment company for the late Roy E. Disney and has since evolved into an institutionally backed firm with a leading group of investors, including endowments, foundations, and pension funds. Shamrock Capital partners with strong management teams and takes an active, collaborative approach to creating value in each investment. Shamrock Capital’s current private equity investments include Ad Results Media, Adweek, Bayard Advertising, Branded Cities, Canopy Spectrum, DeCurtis, Excel Sports Management, Iyuno-SDI Group, Learn on Demand Systems, Maple Media, Omega Wireless, Pixellot, SpotOn, and Wpromote. In addition, Shamrock Capital owns a diversified portfolio of premium content consisting of an economic interest in over 600 films, over 1,000 television episodes, and over 20,000 music compositions. For more information, visit Shamrockcap.com.

James Bouchard is an Associate Partner at LogicSource, where he leads the Center of Excellence, a 150-person team of subject matter experts driving best-in-class strategic sourcing and procurement solutions. He is responsible for ensuring the successful execution and delivery of LogicSource’s sourcing services, helping clients achieve measurable savings and operational efficiency.

With extensive experience running sourcing and procurement teams, James specializes in optimizing indirect spend strategies across Retail, CPG, Healthcare, and Private Equity. He has a deep understanding of category management, supplier negotiations, and cost reduction strategies that deliver long-term value. His expertise spans across all indirect categories, with a primary focus in the corporate and professional services space.

James is LogicSource’s resident expert on the current tariff landscape, leading market research, collaborating with industry leaders, and developing both short- and long-term solutions to mitigate tariff impacts.

Ray Carpenter is responsible for all financial functions at DIRECTV in addition to corporate strategy & development, real estate, and procurement.

Prior to this role, Ray held leadership positions across the telecommunications and media industry including advertising, mergers and acquisitions, investor relations, and financial operations.

Ray is a CFA® Charterholder and holds an MBA from Texas Christian University along with a BA in Political Science from Sonoma State University. Ray serves on the Board of Managers for Entertainment Partners, the industry leader in Production Finance and Production Management services, delivering integrated, cloud-based digital solutions supporting every phase of production.

Since our launch in 1994, DIRECTV has continually evolved our product, best-in-class content and service to provide customers an industry-leading video offering. When it comes to the best in entertainment, we offer nearly every American the ability to beam it or stream it. If you beam it over satellite, you have access to the industry’s best picture format and exciting content in 4K HDR. If you stream it over virtually any internet connection, you can enjoy the best in Live TV and On-Demand either on your existing streaming device or on the DIRECTV STREAM Device. Those with the DIRECTV STREAM Device can build a complete, integrated and customized entertainment experience with the ability to watch and pause live TV on up to 20 devices in their home. It also allows consumers to get all their favorite entertainment in one place with easy access to apps like HBO Max, Netflix, Prime Video and more.

Sean Carson is Executive Vice President at Sales Empowerment Group (SEG) and leads our private equity practice team. Sean’s 20+ years of GTM experience is centered on executing value-creation strategies for private equity-backed businesses, technology sales, channel alliances, business development, and business process outsourcing (BPO).

SEG Profile

SEG helps PE-backed businesses generate more leads, integrate and automate technology, deploy sales reps quicker, and implement sales training in weeks. Fueling this success is our elite team and our unique Revenue Generation System™ that aligns key aspects of your GTM to de-risk deals and drive value across your portfolio companies.

Bio coming soon..

Shannon Copeland joined SIB as Chief Operating Officer in April 2024, and is now the Chief Executive Officer.

As CEO, Shannon oversees operations across SIB with responsibility for driving operational efficiency, fostering innovation, and aligning operations and technology with the company’s strategic objectives. With his guidance, we are confident in our ability to navigate challenges, capitalize on opportunities, and achieve sustainable growth.

He brings a wealth of experience and knowledge with 27+ years of experience driving innovation and financial performance primarily in the client services industry. Shannon most recently served as a Managing Director and Partner at Accenture Song where he led their global generative AI efforts for B2B Growth Services. In that role, he also served as the Offering Lead for Accenture’s Digital Inside Sales practice with responsibility for 5,000 employees in more than 10 countries.

Prior to Accenture, Shannon was the COO & CTO for an Atlanta based, private equity-backed firm, N3, that provided outsourced marketing and sales services to multi-national clients. At N3, he was responsible for operations and innovation for over 2,500 employees in more than 40 countries. Shannon also led key strategic client accounts and developed an AI-based agent assist platform that differentiated N3 among its competition and customers. N3 was acquired by Accenture in October 2020.

Additionally, Shannon has 17 awarded patents in the AI space. He also held engineering, consulting and strategic planning positions at Chevron, Deloitte, and Georgia-Pacific respectively.

Shannon holds Engineer’s degree in Civil & Environmental Engineering from the Georgia Institute of Technology and an MBA in Strategy & Finance from the Wharton School of the University of Pennsylvania.

SIB

SIB is the leading cost reduction and contract compliance services firm on a mission to ensure businesses never overpay for their fixed costs. Our experts leverage centuries of combined insights and experience against SIB’s 4 billion benchmarking data points, help organizations identify, streamline, and lower their fixed costs while enhancing operational efficiencies. At SIB, we are on a mission to ensure that businesses across a myriad of industries never overpay for their fixed costs.

Bio coming soon...

Mr. Giraldo is a Partner with TPG Growth and TPG Rise in San Francisco. As a member of the Business Building team, he focuses his time on consumer goods, retail, the circular economy and ed-tech. Prior to joining TPG, Ignacio worked in management consulting, finance, startups and the corporate world, including Monitor Company, Goldman Sachs, MercadoLibre, Diageo, SABMiller, and Nike. Ignacio holds Bachelor's degrees in Industrial Engineering and Mathematics from Universidad de los Andes in Bogota, Colombia, and an MBA from the Stanford University Graduate School of Business.

Founded in San Francisco in 1992, TPG has a long history of investing in change, growth, and innovation through a platform that spans private equity, public equity, real estate, and impact investing. TPG now has approximately $85 billion under management with investment and operational teams in 14 offices around the world. For more information, please visit www.tpg.com or follow us on Twitter @TPG

Scott Graham is an Operating Partner at Diversis Capital and an expert on growth and marketing strategy.

He supports Diversis's B2B and B2C portfolio companies in building and executing their go-to-market strategies and designing brands, experiences, and campaigns to grow their customers and revenues. Scott helps operating teams develop customer-centric, data-driven best practices that leverage cross-collaboration, rapid iteration, and continuous discovery methodologies. Often taking on the role of leader-coach alongside operating teams, he leverages his technical and operational competencies to be a hands-on leader across a wide range of domains including campaign design, messaging, creative direction, market research, data analysis, SEO, automation, web development, CRO and UX.

Throughout his career, he has consulted and led product, marketing, and growth teams for a wide range of technology companies including operating as VP of Product & Marketing at Carjojo, Co-Founder & COO of CommonGenuis, and VP of Marketing at Pinger. Scott was recognized by TechCrunch in 2021 as a top growth expert and is a frequent guest lecturer and a key contributor to the Growth Hacking curriculum at Berkeley's Haas School of Business. He also serves as a growth advisor for Carnegie Mellon's VentureBridge program, where he has helped consumer, textile, AR/VR, and travel industry companies hone their brands, products, and go-to-market strategies. Scott holds an MBA from the University of California, Berkeley Haas School of Business and a BBA with triple majors in Marketing, Finance, and Entrepreneurship from Emory University, Goizueta Business School.

Diversis is a software and technology focused private equity fund that invests in lower middle-market companies, targeting situations where it can add unique value in helping a company reach the next level. With a collaborative approach to investing, its Operating Partners and Strategic Advisors work alongside management teams to help build successful organizations positioned for long-term growth.

Melissa counsels private equity funds and portfolio companies on the complex benefits, ERISA, and executive compensation issues that arise in M&A, divestiture, carve-out, restructuring, and ESOP transactions, as well as the design and administration of 401(k), pension, stock option, profits interests, and bonus and incentive plans and arrangements.

She also has extensive experience advising private equity funds and portfolio companies on the human capital and people operations aspects of post-deal transition and integration. Melissa helps clients develop acquisition “playbooks” to drive efficiency and mitigate risk in add-on and tuck-in transactions, design and implement platform-level policies and procedures, and create benefit and compensation plans and programs that incentivize performance and incorporate best practices, industry trends, changes in the legal landscape, and the client’s goals and strategic initiatives.

Before joining Benesch, Melissa led the Employee Benefits & Executive Compensation Group at Honigman and was previously a partner at Kirkland & Ellis.

Akshay Grover serves as the Global Private Equity practice leader at Zscaler. Akshay has 20+ years of results-driven and forward-thinking transformational leadership experience in Private Equity, M&A, Divestitures consulting, SaaS GTM strategies, partnerships & alliances and value creation with cloud technologies across Americas, EMEA, APAC and LATAM. Prior to joining Zscaler, Akshay co-led the Global Go to Market M&A Integration and WW M&A, Divestitures and PE practice at Salesforce. Akshay was responsible for developing new routes to market with alliance and PE partners and driving GTM M&A integration strategy, planning and execution for 15+ Salesforce acquisitions. Prior to joining Salesforce, Akshay held leadership roles at PwC, HCL Tech, Deloitte Consulting, and Tata Motors.

Zscaler (NASDAQ: ZS) accelerates digital transformation so that customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across more than 150 data centers globally, the SSE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. Learn more at zscaler.com or follow us on Twitter @zscaler.

Eddie Hartman is a Board Member at Simon Kucher’s San Francisco office. He specializes in developing high-growth revenue strategies, conducting effective go-to-market planning, and achieving recurring revenue excellence.

Eddie works with small “hypergrowth” companies and “unicorns,” as well as larger B2B corporations in the SaaS/n-sided market space. He also helps professional services firms optimize their pricing, including members of the AMLAW 100.

He is a frequent keynote speaker and is a regular lecturer at universities including Stanford, Yale, and Harvard. Eddie served as an internal editor of Simon-Kucher's bestselling 2016 book "Monetizing Innovation."

Prior to joining Simon-Kucher, Eddie started and operated multiple companies with a total valuation in excess of three billion dollars. This hands-on operational experience, combined with nearly a decade of international consulting, enables Eddie to integrate strategy, implementation, and feasibility into his project approaches.

Eddie received his bachelor degree in computer science/mathematics from Yale University. He earned an MBA in finance and marketing from the Wharton School of Business, where he was designated a Palmer Scholar (highest academic honor), and received special certification in project management from the California Institute of Technology. The Founder Institute has recognized him as a Global 40 mentor. A licensed attorney, he is a member of the California Bar and the Hague Institute on International Law (HIIL) Task Force on Justice.

Sajjad is the Head of Data Analytics and Machine Learning and a member of the Investment Committee at GrowthCurve Capital. He joined GrowthCurve at its inception in 2021 as part of the founding Senior Leadership Team.

GrowthCurve Capital is a private equity firm focused on building world-class businesses by leveraging data, analytics, and machine learning, combined with a comprehensive approach to human capital, to accelerate growth and drive value creation. Founded by Sumit Rajpal, former Global Co-Head of the Goldman Sachs Merchant Banking Division, the firm focuses on control private equity investments primarily across the financial and information services, healthcare, and technology sectors.

Prior to joining GrowthCurve, Sajjad co-founded Two Six Capital, the Silicon Valley firm that pioneered Data Science for Private Equity. Sajjad’s arc at Two Six began as a startup entrepreneur in 2012 when he found 25 years of Ph.D. research developed at Wharton. He launched Two Six in 2013 building a team of Data Scientists and Data Engineers that applied this research to private equity investing. The company evolved into a technology platform as the team deployed large-scale engineering and data science models to over $30 billion of global private equity deals closed across industry sectors. This technology platform was acquired in 2020 as an AI asset by West Monroe Partners and Sajjad concluded his Two Six tenure through its successful exit.

Sajjad’s work and Two Six have been profiled by Private Equity International, Mergers and Acquisitions magazine, Knowledge@Wharton, Private Equity Technology podcast, Forbes, FT Fundfire, Institutional Investor, and Business Insider.

He holds a B.A. from Bowdoin, where he double majored in Computer Science and Government and minored in Economics, and an M.B.A. from the Wharton School. He serves on the Board of Analytics at Wharton.

Kate Ju is a Vice President at Goldman Sachs Asset Management in their Private Equity Investing Business. As a digital and technology advisor, she is passionate about accelerating business growth and operational efficiency by leveraging technology. Kate has been deeply engaged in business transformation driven by data and analytics and cloud strategy, from enhancing business reporting capability to delivering real-time insights to developing data retention policies to improve operational efficiency and business scalability. Most recently, Kate was a portfolio strategist, constructing and optimizing multi-asset portfolios of financial institutional clients.

Zain Kaj is a Senior Advisor for TPG Capital with a focus on upgrading the Finance capabilities of TPG Healthcare, software, consumer and digital media portfolio companies.

As part of TPG’s Operations team, Zain has partnered with portfolio company leadership teams across North America to drive transformations in their finance functions, optimize finance & operational processes and lead integration and carveout activities.

Since joining TPG, Zain has partnered with portfolio companies on ground-up carveout builds and has helped design and implement several partnered diagnostic tools that drive value creation. Prior to TPG, Zain has ~20 years of experience as a finance leader across several business units at a global blue chip organization.

Zain is originally from London, UK and holds a degree in Mathematics from King’s College, London. He now resides with his family in Atlanta, GA.

TPG is a leading global alternative asset management firm founded in San Francisco in 1992 with $127 billion of assets under management and investment and operational teams in 12 offices globally. TPG invests across five multi-product platforms: Capital, Growth, Impact, Real Estate, and Market Solutions and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. For more information, visit www.tpg.com.

Prital is a Partner at Serent Capital. He leads the portfolio operations team for Serent Capital, working closely with the management teams at Serent portfolio companies on value-creation initiatives to drive measurable and sustained revenue and earnings impact. Prital's work with portfolio companies spans sales force effectiveness, pricing, operational efficiencies, strategic partnerships, strategy development, procurement, and digital marketing.

In addition, Prital leads management of Serent's wide network of preferred value-creation partners and cross-portfolio efforts to drive leverage and integration within the portfolio.

Prior to joining Serent Capital, Prital was an executive at the Capstone operations team of Kohlberg Kravis Roberts where he led both growth and efficiency transformations within several Private Equity and Special Situations portfolio companies. Previously, Prital was an Engagement Manager at McKinsey and Company, where he focused on sales and marketing effectiveness and strategy at consumer packaged goods clients in the US and Latin America. Prital also started and led the strategy and business planning team for Mars Chocolate, helping the company to define and launch its strategic plan to become the market leader in chocolate. In addition, Prital served as head of operations for a small plastic-bag distribution and manufacturing company, where he led a company transformation to in-house manufacturing and profitability expansion, driving multiple years of double-digit growth.

Prital has a AB in Economics and Citation in Spanish Language from Harvard University where he graduated magna cum laude and an MBA from Stanford University's Graduate School of Business where he was an Arjay Miller Scholar.

Serent is a growth-focused investment firm that helps founders lay the groundwork that propels their companies forward. From inception, we set out to build a distinctly different firm that prioritizes the founders and their companies. We strive to be a true business partner and surround our portfolio companies with the tools, people, and resources they need to achieve their vision. We help grow and scale technology and tech-enabled service companies who are committed to changing the way we live, work, and do. Our portfolio includes more than 60 founder-led, industry-changing companies that we partner with who are scaling up by using our toolkit of growth resources. Our in-house Growth Team are collaborative problem-solvers that understand your unique challenges and how to tackle them. From strategic, operational support to executive talent recruiting, we’re equipped with all of the resources you need to accelerate growth within your company. Serent has nearly $5 billion dollars of assets under management and has been recognized for our collaborative and purpose-driven approach to partnering with founder-led companies. 

Mr. Kasser is the Talent Partner for the WCAS technology team. Focusing on executive talent strategy and management, he is responsible for helping WCAS’s technology companies to build outstanding leadership teams. He brings to WCAS more than a decade of executive search experience having placed hundreds of leaders in many of the technology industry’s top organizations. Prior to joining WCAS in 2019, Mr. Kasser served as Partner and Head of Executive Talent for Lightspeed Venture Partners. Earlier he was a longtime partner at Russell Reynolds Associates, one of the world’s leading executive recruiting firms. Before his executive search career, Mr. Kasser was an investment banker at Salomon Brothers, Lehman Brothers and Thomas Weisel Partners.

Harshad is a principal in RSM’s transaction advisory services practice, providing private equity investors and corporate acquirers with financial due diligence services, including leveraged buyouts, public-to-private, roll-ups, carve-outs and divestitures. He has 20+ years of accounting, finance and consulting experience. Prior to joining RSM, Harshad spent seven years with the transaction advisory services practice of a Big Four firm in New York. In his role at RSM, Harshad advises clients on key financial analyses and transaction issues, including quality and sustainability of earnings, debt and debt-like items, growth drivers, cost structure, trends impacting working capital, off-balance-sheet exposure, realization of potential synergies, assessment of financial projections, analyzing acquisition agreements and post-closing purchase price mechanisms. He has led more than 400 transactions across various industries including, business services, industrials, consumer products, healthcare, technology, media and telecommunications sectors.
RSM

With over 2,000 private equity and venture capital client relationships and more than 4,000 private equity-backed portfolio companies served annually across the U.S., RSM takes a holistic approach to private equity consulting that delivers measurable value for your investment by applying proven methodologies, industry knowledge, and complete deal capabilities. Across all stages of the investment life cycle, our private equity team gives you end-to-end deal support and delivery—from comprehensive diligence to exit planning and positioning. The result is a seamless and highly efficient investment experience supported by advisors who create and preserve value for your investment thesis. For more information, visit rsmus.com, follow us on X or connect with us on LinkedIn.

Raj Kushwaha joined Warburg Pincus in 2012 and serves as Co-Head of the Value Creation team and is a member of the firm’s Operations Management Group. In addition, as Chief Digital Office of the firm, his work with portfolio companies is focused on identifying opportunities to leverage AI/ML and LLM enabled digital strategies that create new growth platforms and disruptive business model opportunities. He is a Director of Arise. He also serves on the Board of Nutrien, and the Information Technology Committee of the Boards of Trustees of Mount Sinai. Raj brings over 30 years of experience in leading large-scale digital transformations, building commercial grade SaaS software platforms, and managing technology operations in Fortune 500 companies and late stage ventures. Prior to joining the firm, he held senior management positions at Zimmer Holdings Inc., Dell Computer Corporation, PepsiCo, First Data Corporation (FDC), Cummins Engine Company, and Safway, Inc. He has been recognized as one of the top 100 IT innovators in the automotive/manufacturing industry, is the recipient of a CIO 100 innovation award, is a noted industry author Financial Services & Payments, and has numerous patents in the field of disruptive services technologies. Raj holds an MS in Management of Technology from MIT, an MBA from the University of Wisconsin at Madison, and ISU, a BS in Electrical Engineering from India, and completed the Advanced Management Program (AMP) from Harvard University.

Warburg Pincus LLC is a leading global private equity firm focused on growth investing. The firm has more than $60 billion in private equity assets under management. The firm’s active portfolio of more than 200 companies is highly diversified by stage, sector, and geography. Warburg Pincus is an experienced partner to management teams seeking to build durable companies with sustainable value. Founded in 1966, Warburg Pincus has raised 19 private equity funds, which have invested more than $90 billion in over 930 companies in more than 40 countries. The firm is headquartered in New York with offices in Amsterdam, Beijing, Berlin, Hong Kong, Houston, London, Luxembourg, Mumbai, Mauritius, San Francisco, São Paulo, Shanghai, and Singapore. For more information please visit www.warburgpincus.com.

Misha Logvinov is a Managing Director at MGX, a leading AI and advanced technology investor. Misha’s responsibilities include advising the MGX’s investment teams and portfolio companies on digital strategy and value creation. Prior to MGX, Misha was a senior operating partner at Mubadala, a sovereign investor with $302 Billion AUM, and Managing Director and Head of Technology Strategy at EQT Group where he helped establish their digital and GTM operating practice. Previously, he was Group Vice President of Cloud Customer Success at Oracle, where he helped lead the company's transition to cloud and directly oversaw product adoption, customer retention, and growth of the Oracle's Cloud Infrastructure business in North America. Prior to Oracle, Misha served in various senior executive roles at Lithium Technologies (a cloud software company acquired by Vista Equity Partners and rebranded as Khoros), including Chief Information Officer, Chief Customer Officer, and SVP of Business Development. During his tenure, Lithium grew its revenue 6x and scaled its digital platform to support over 100 million users across hundreds of leading brands. Misha also has over 20 years of experience in technology leadership roles developing, scaling and advising venture-funded startups in Silicon Valley. Misha has a Bachelor's degree from Plekhanov Russian University of Economics.

Proven technology executive with a track record of value creation and successful exits both as a Private Equity Operating Partner and Chief Revenue Officer. Has a wide range of revenue leadership experience from small cap ($20M to $75M), mid cap ($75M to $300M) and large cap ($300M to $500M). Kevin as a three time CRO las led portfolio companies for Bregal Sagemount, Riverside Company and Summit Partners all to successful exits. For the past four years has been the Operating Partner, at HKW responsible for the Go-to-Market and Value Creation Practice. Board Advisor, CEO mentor and launched Sales University including detailed curriculum for Sales, Negotiating and Leadership training. Sales University trained and certified over five hundred people across numerous portfolio companies and funds.

Kevin is a member of the 1988 National Championship Football team from the University of Notre Dame. He earned a Varsity Monogram during his time inside the teams and served for twelve years on the Monogram Club Board of Directors. Kevin is a graduate of the University of Notre Dame and earned his MBA from the Kellogg School of Management at Northwestern University. Kevin currently serves as Vice-Chair at Fordham University’s Parents Leadership Council.

Ms. Migliaro is a US Army Veteran with 5 years active-duty experience in the Military Police Corps. During her service, Ms. Migliaro deployed to both Iraq and Afghanistan supporting and building local national law enforcement capabilities. She was awarded the FYo8 FORSCOM J.P Holland Award for best Military Police Company in the Army, the combat action badge and bronze star.

Prior to joining the Blackstone team in 2024, Ms. Migliaro was the Global Head of Portfolio Talent at Searchlight Capital. During her tenure at Apollo Global Management, she was selected to support talent management and organizational effectiveness on the Apollo Portfolio Performance Solutions (APPS) team where she built the talent and diversity, equity, and inclusion playbooks to maximize portfolio company performance. In her previous roles, Ms. Migliaro has worked in generalist human capital roles as well as specialist roles in compensation. Today, she is focused on building management teams aligned to the value at stake and driving organizational effectiveness through organizational design, leadership assessment and development, and board construction.

Ms. Migliaro earned her degree in American Politics and Systems Engineering from the United States Military Academy. She is currently the Chairwoman of America’s Warrior Partnership’s Board of Directors and is an advocate for veteran employment.

Constantin is a principal leading RSM’s private equity technology M&A services. He has 30+ years of international advisory and delivery experience in private equity. His professional experience includes roles at large global firms including the Big Four, a global turnaround management and performance improvement firm and a large global technology consultancy. He has extensive M&A experience supporting large global enterprise-level transactions, driving operational improvement, and accelerating growth in mid-market PE clients. Prior to joining RSM, Constantin spent four years at Platinum Equity in the mergers, acquisitions and operations group leading technology, tech-enabled operations, and digital due diligence for small- and mid-cap funds. In his current role at RSM, Constantin supports private equity clients across the entire transaction life cycle, from pre-close analysis and diligence through the post-close planning and full execution at the portfolio level where he stays laser focused on EBITDA improvement and revenue growth.
RSM

With over 2,000 private equity and venture capital client relationships and more than 4,000 private equity-backed portfolio companies served annually across the U.S., RSM takes a holistic approach to private equity consulting that delivers measurable value for your investment by applying proven methodologies, industry knowledge, and complete deal capabilities. Across all stages of the investment life cycle, our private equity team gives you end-to-end deal support and delivery—from comprehensive diligence to exit planning and positioning. The result is a seamless and highly efficient investment experience supported by advisors who create and preserve value for your investment thesis. For more information, visit rsmus.com, follow us on X or connect with us on LinkedIn.

Regina Penn joined Warburg Pincus in 2022 and is a Managing Director on the Value Creation team. Regina has more than 20 years of technology, operations, and product experience across financial services. Prior to joining Warburg Pincus, she spent 13 years at Goldman Sachs in various positions, including Head of Business Development, COO for Marcus by Goldman Sachs and COS for Liquidity & Collateral Operations. Regina was the product owner for Bloomberg News and previously drove technology transformation at Hanover Insurance. She holds a BS in Finance from Ithaca College and an MBA in Finance from Rutgers University.

David Pennino is the President and Chief Executive Officer of LogicSource as well as a founding partner of the firm and a member of the Board of Directors. Given the strength of the team he has built around him, David focuses all of his efforts on three imperatives: 1) Corporate Strategy including category and footprint expansion; 2) Product and Service Marketing and Positioning; and 3) Client Service and New Client Acquisition.
David has over 20 years’ experience in the Services and Outsourcing industry including roles as a senior executive at Williams Lea Group, Scient, and Gartner. David received a Bachelor of Arts from Franklin & Marshall College.

Dan Perry joined Court Square in 2024 as Resource Partner Sales Excellence. He has over 34 years of experience in Sales, Sales Leadership and Sales & Marketing Consulting working with private equity, pubic, small-middle and enterprise markets. He works collaboratively to assist companies in dramatically scaling their productivity, providing capacity to their go-to market teams and helps accelerate revenue growth.

Prior to Court Square, Dan founded and managed the Sales Excellence Team for Parthenon Capital and Riverside's Micro-Cap Fund. Those Sales Excellence team accelerated revenue growth for over 130 middle-market portfolio companies in healthcare, financial, manufacturing, industrial and business services. Previously, Dan Companies on all aspects Sales and Marketing. He also was a Principal Consultant for Sales Benchmark Index (SBI). Prior to SBI, Dan held Sales and Sales Leadership roles at Three Day Blinds, Lavi Industries, Aramark and Cintas.

Dan is a graduate of Illinois Wesleyan University where he received a B.A. in Economics.

Mike Reed joined Redwood as Chief Product Officer in early 2020 with over 15 years of logistics experience. With a deep understanding of logistics operations, strategic partnerships, and technology trends, Mike leads a dynamic team of product managers and engineers to create cutting-edge solutions that address the evolving needs of the industry. Mike is known for his strategic foresight, collaborative leadership style, and relentless commitment to excellence. He thrives in dynamic environments where creativity and innovation are valued, and he is dedicated to empowering Redwood to achieve new heights of success in the competitive logistics landscape.  

Prior to joining Redwood, Mike has held roles with Project44 as Chief Strategy Officer and Echo Global Logistics as their Chief Technology Officer.  

Redwood Logistics, a leading logistics platform company and modern 4PL headquartered in Chicago, has provided solutions for moving and managing freight for more than 21 years. The company’s diverse portfolio includes digital freight brokerage and flexible freight management all wrapped into a revolutionary logistics and technology strategy, a modern 4PL. Redwood’s 4PL strategy utilizes an open platform for digital logistics that empowers shippers to seamlessly mix-and-match partners, technologies and solutions into their own unique digital supply chain fingerprint. Redwood connects a wide range of customers to the power of supply chain management, technology and the industry’s brightest minds. For more information, visit www.redwoodlogistics.com. 

Eric Rempel is the Chief Innovation Officer for Redwood Logistics, a next-generation leader in third-party logistics. As CIO, Rempel leads the creation of innovative and cutting-edge technologies revolutionizing the supply chain. Rempel is the founder of 3PLogic, known today as Redwood Supply Chain Solutions (SCS), and developed Redwood’s turnkey integration platform, RedwoodConnect. 

Redwood Logistics, a leading logistics platform company and modern 4PL headquartered in Chicago, has provided solutions for moving and managing freight for more than 21 years. The company’s diverse portfolio includes digital freight brokerage and flexible freight management all wrapped into a revolutionary logistics and technology strategy, a modern 4PL. Redwood’s 4PL strategy utilizes an open platform for digital logistics that empowers shippers to seamlessly mix-and-match partners, technologies and solutions into their own unique digital supply chain fingerprint. Redwood connects a wide range of customers to the power of supply chain management, technology and the industry’s brightest minds. For more information, visit www.redwoodlogistics.com. 

Kyle is a Managing Director and US Data & Analytics Practice Lead at Accordion, with nearly two decades of experience in data, analytics, product, go to market, strategy and delivery across enterprise software, services, and distribution.​

Kyle has spent the last 5 years building and running the operating group at Incline Equity Partners helping portfolio companies define their value creation strategy and execute the VCP. He built a leading operating team spanning Technology, Product, GTM, Finance, Operations and Talent. Prior to Incline, he ran the data and analytics group for Slalom in San Francisco and helped launch the technology practices in Charlotte. His practices were the fastest growing tech practices in Slalom history.​

Kyle’s focus over the last several years has been building new services and products and taking them to market across both software and service industries. He has worked across startup, high growth, and PE backed middle market companies.​

He has always been close to data and innovation, spending his early career at West Monroe Partners and many years at Slalom helping enterprise and consumer tech companies both launch new products and build the data and analytics platforms to measure and evaluate performance. In recent years, he’s also focused on scaling organizations through automation, AI and new technologies. This has led to considerable EBIDTA growth across his prior portfolio companies and clients.​

Kyle graduated from Indiana University with a B.S. in Computer Information Systems and International Business.

David Rowley is a Technology Operating Partner at Diversis Capital, with over 35 years of experience helping companies build their product development and engineering organizations, improve their pace of innovation, and deliver excellent products. David has worked across many domains, including ad tech, enterprise SaaS platforms, digital media, software infrastructure, financial systems, and scientific applications and instruments. He started his career writing code and became increasingly responsible for multiple disciplines, including software engineering, product management, UX, technical operations, and customer experience. David has been CTO, VPE, and head of Product at several VC-backed, PE-owned, and publicly traded companies. He has managed organizations from early stage through exit and has contributed to 6 US patents but is most proud of the teams he has built and the positive impact he has had on the many professionals he has managed. David holds a Bachelor of Science Degree in Computer Science from the University of California, Irvine, and resides in the San Francisco Bay Area.

Diversis Capital is a Los Angeles based investment firm that backs owners and founders all over the world. Since 2013, Diversis has invested primarily in software and technology-enabled organizations led by teams looking for a partner to help accelerate growth and create market leaders. The team is currently investing out of a $680M discretionary institutional fund and has raised over $1 billion in institutional capital across its fund vehicles.

Mr Satchell joined CD＆R in 2020. Prior to CD＆R, he spent twenty-five years in software and technology industries spanning five different CXO roles. Most recently, Mr Satchell served as CTO of Zume Inc., building AI, logistics and robotic systems to improve sustainability in the food supply chain. Prior to Zume, he served as chief product officer and head of consumer engineering at Comcast, responsible for product, design, and technology for consumer video, high speed data/Wi-Fi, IoT, and home security. Previously, Mr Satchell was CTO of Nike, helping to build their digital and direct-to-consumer businesses, and CTO and EVP of R＆D for IGT, the global leader in casino systems and entertainment. He started his executive career at Microsoft where he helped to build and ship Xbox 360 and was CTO of the interactive entertainment business. Mr. Satchell has a B.Sc. (Hons), computing, D.I.S., from Loughborough University.

Founded in 1978, Clayton, Dubilier ＆ Rice (CD＆R) is a private investment firm with a strategy predicated on building stronger, more profitable businesses. Since inception, CD＆R has managed the investment of more than $45 billion USD in 120 businesses representing a broad range of industries with an aggregate transaction value of more than $188 billion. The firm has offices in New York and London.

Anish Sharan is the Head of Digital Transformation at Pritzker Private Capital where he leads the development of digital capabilities that enhance customer experience, drive operational excellence, and deepen data utilization across PPC’s portfolio of companies. Pritzker Private Capital ("PPC"), a leader in family direct investing, partners with middle-market companies based in North America with leading positions in the manufactured products and services sectors.

He joined Pritzker Private Capital from the Chicago Mercantile Exchange, where he was Director of Transformation and Execution, responsible for driving digitization, technology modernization and enterprise transformation initiatives. Mr. Sharan brings 20+ years of global leadership experience across digital operations, e-commerce, and technology-focused roles at The Nielsen Company, Leo Burnett Worldwide, Motorola, and Toyota. Mr. Sharan holds an MBA from the University of Chicago Booth School of Business and is a certified Lean Six Sigma Black Belt.

Pritzker Private Capital is a family-owned business with a highly specialized approach: we seek to partner with leading, middle-market companies based in North America across the manufactured products and services sectors.

Our long-duration capital base allows for efficient decision-making, flexibility in regard to transaction structure and investment horizon and a strategic alignment with all stakeholders, operators and sellers. With offices in Chicago and Los Angeles, Pritzker Private Capital builds and holds businesses for the right duration.

Subhi Sherwell is a Director at TPG Capital with a focus on upgrading the Finance capabilities of TPG healthcare, software, consumer and digital media portfolio companies.

As part of TPG’s Operations team, he has partnered with dozens of portfolio company leadership teams in EMEA and North America to drive the transformation of their finance functions and optimize reporting, forecasting and FP&A, including during carveouts, integrations and platform builds.

Drawing on his over 20 years’ experience in the field, Subhi leads TPG’s cross-portfolio cash management activities, focusing on unlocking cash from Accounts Receivable, Accounts Payable and Inventory, which has helped maintain liquidity for many TPG portfolio companies in the portfolios during COVID and beyond.

Subhi received Bachelor’s and Master’s degrees from the University of Oxford and is a Member of the UK Securities and Investment Institute. He is fluent in Russian and French.

TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with $222 billion of assets under management and investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation and inclusion

Farhan Siddiqi is an Operating Partner at BayPine. Over the last 20 years, Mr. Siddiqi effected digital transformations in both the consumer and financial sectors, holding leadership positions with Ahold Delhaize, McDonald’s, Bank of America and Target. Mr. Siddiqi brings significant experience in P&L management, M&A, strategy and business development, and marketing across the financial services, high-tech, consumer, and healthcare industries.

Previously, Mr. Siddiqi served as the global Chief Digital Officer at Ahold Delhaize and McDonald’s. At Ahold Delhaize, reporting directly to the CEO, he presided over the digital growth of the company’s 20 brands. Additionally, he served as interim CEO and Board Member for Fresh Direct.

Mr. Siddiqi has served on various leadership boards, including the Executive Committee for Ahold Delhaize, American Chamber of Commerce (AmCham) in the Netherlands and Alliant Credit Union. Mr. Siddiqi holds a BS from the University of Kansas and an MBA from the University of Chicago Booth School of Business.

Benjamin Spiegel is an Operating Principal at BayPine. Mr. Spiegel has focused the majority of his career on dedicating himself to devising innovative solutions that enable businesses to revolutionize their approaches to digital strategy and marketing, uncovering untapped avenues of growth and value creation.

Previously, Mr. Spiegel was the Global Chief Digital Officer at Proctor & Gamble Beauty where he was instrumental in driving a digital transformation across the portfolio of their brands. Prior to joining Proctor & Gamble, Mr. Spiegel was the CEO of MMI Agency—a global advertisement agency—where he helped transition the firm to become a digital-first agency, and ultimately sell the business to Stagwell Media.

Mr. Spiegel has also contributed insights on advisory boards for platforms like Snapchat, Twitter, TikTok, and NIAG, guiding digital and communications. He is originally from Hamburg, Germany.

BayPine is a newly-formed private equity firm that seeks to make control and control-oriented equity investments in high-quality, market-leading businesses in traditional industries with the intent of facilitating a comprehensive digital transformation. Headquartered in Boston, BayPine was founded to instill durable core-economy companies with the execution speed, innovation mindset and technology infrastructure of leading “new economy” businesses. At the heart of the strategy is a pointed focus on digital enablement, a purpose-built team of investors and operators, and a differentiated value creation playbook that operationalizes each company’s full potential. For more information on BayPine, please visit www.baypine.com.

Milo Sprague is the Chief Technology Advisor at FTV Capital based in San Francisco. He is an experienced PE Technology Advisor, Silicon Valley CTO, technology executive, and Board Advisor with over twenty-five years leadership experience focused in Emerging Technology and Innovation, and Financial Services. Mr. Sprague advises in Technology Diligence, Transformation and Innovation, IT Strategy and Architecture, as well as technology management and organizational design. Working extensively with a broad network of Silicon Valley and international start-ups and investors, Mr. Sprague drives opportunities for synergy through technology partnerships, innovation, and strategic investment. Mr. Sprague recently served as the CTO of Silicon Valley Bank for seven years, prior to which he was a C-Level IT strategy consultant and a senior IT leader in numerous positions at Morgan Stanley both domestically and in Asia. He holds a BA degree, cum laude, from Harvard College and the Harvard Kennedy School of Government in the area of “International Relations and Technology.”

David Tingle is Head of Platform Operations at Georgian, a growth-stage software investor based in Toronto, where his mission is to bring the best of Georgian's expertise to the portfolio. Specifically, David is a leader within Georgian's AI Lab, a team of machine learning researchers and experts that code side-by-side with portfolio companies to build and launch valuable AI software. He works closely with portfolio leadership teams to identify strategic opportunities for collaboration, leads cross-functional teams to execute on specific projects, and drives operational and cross-functional innovation across all aspects of how Georgian supports its portfolio. David joined Georgian from Google, where he worked closely with some of Google's largest omni-channel retail customers on bespoke data science initiatives. He holds degrees from the University of Toronto, McGill University, and Georgetown University.

Georgian invests in high-growth B2B software companies, has raised ~5.5b across multiple funds since 2008. Georgian has an active portfolio of ~45 companies and secured 29 exits to date.

Jessica’s commitment to matching clients with new leaders is rooted in her passion for building meaningful human connections. As a partner within our technology and professional services practices, she manages client relationships and leads every step of our engagements, with special emphasis on technology officers and operating partner roles. She unleashes our clients' human potential by first and foremost taking the time to really listen and understand them. Jessica has been with Acertitude since 2018, first joining as principal.

Jessica has spent the last 20 years honing her recruiting and HR skills in the professional services, software, data analytics, and finance spaces. She previously worked as a director of recruiting for a private equity sponsored strategy and analytics SaaS company that was acquired by Mastercard in 2015. There, she collaborated with the firm’s C-Suite, managing their global experienced hiring, overseeing a team of recruiters, and contributing to employer branding initiatives.

Prior, she held recruiting roles within private equity, finance, and professional services organizations and started her career in Big 4 accounting.

Prior, Jessica led the full lifecycle recruiting process for the US offices of an international legal services outsourcing company. She has also held recruiting roles with private equity, finance, and professional services organizations and started her career in Big 4 accounting.

Acertitude is the executive search firm unleashing human potential for private equity firms and portfolio companies globally. We recruit Board, CEO, and C-level talent that transform businesses, teams, and performance. Our approach to search is built on taking extreme ownership of our client’s needs. We get closer to clients, move at your speed, and turn insight into impact.

Marja leads the Innovation Acceleration team at Five Arrows, part of the Portfolio Operations Group. This team collaborates with investment colleagues and management teams on product, user experience ＆ design, technology ＆ engineering, and data ＆ AI strategies – both in value creation and pre-deal due diligence.

Five Arrows (Rothschild) 

Our Corporate Private Equity business focuses on investing in Europe and North America through a series of funds focused on the lower mid-market, mid-market and upper mid-market.

We have a team of more than 60 investment professionals based in London, New York, Paris and San Francisco, managing over €9 billion of capital.

Our investment strategy: The middle-market is a traditional stronghold of Rothschild & Co, which we believe holds the greatest pool of businesses that meet our risk appetite and yet have significant headroom for further growth.

We are deep sector specialists looking to back the leading companies of today and tomorrow in a size agnostic way through a series of funds focused on the Lower Middle-Market, Middle-Market and Upper Middle-Market.

John Wang is a Managing Director with L Catterton Portfolio Operations – Vault where he focuses on operations and margin improvement. Prior to joining L Catterton, Mr. Wang was a Director of Portfolio Operations at Centerbridge Partners where he drove operational value creation and managed several cross portfolio programs. Previously, Mr. Wang was a Principal in A.T. Kearney’s Consumer and Retail Practice as well as a Designing Engineer at General Motors.

Mr. Wang earned an MBA from The Harvard Business School as well as a BS in Mechanical & Aerospace Engineering from Cornell University.

L Catterton

Since L Catterton’s founding in 1989, we have focused exclusively on building iconic and enduring consumer brands. Our category-first approach is aimed at truly understanding what matters most to consumers in order to subsequently identify the specific categories and companies that will benefit from those consumer preferences. At the heart of this approach is our constant pursuit of grasping how various types of trends—demographic, psychographic, technological, geographic, and socioeconomic—will drive and impact consumer preferences and purchasing decisions.

While our objective—to invest in and build consumer businesses that are rooted in emotional connectivity—has remained the same over time, we have had to adapt our thinking, our capabilities, and our methodologies to the shifting market environment.

Achi Yaffe is Managing Director, Portfolio Operations at GI Partners. Mr. Yaffe currently serves on the boards of Atlas Technical Consultants, Patriot Growth Services, American Residential Services, and Flexential. He previously served on the board of Consilio. Prior to joining GI Partners, he served as Principal for Lee Equity Partners helping portfolio companies develop business plans and execute strategic initiatives. Prior to Lee Equity, he worked for McKinsey and Company advising management teams of Fortune 500 and private equity-backed companies. Earlier in his career, he led the Financial Services Business Unit at eTelecare (now part of Convergys). His prior board positions include Papa Murphy's (NASDAQ:FRSH), PDR, and WealthTrust. Achi received an MBA from Harvard Business School and BS from the University of Southern California.

Founded in 2001, GI Partners is a private investment firm with over 180 employees and offices in San Francisco, New York, Dallas, Chicago, Greenwich, Scottsdale, and London. The firm has raised more than $45 billion in capital and invests on behalf of leading institutional investors around the world through its private equity, real estate, and data infrastructure strategies. The private equity strategy invests primarily in companies in the healthcare, services, and software sectors. The real estate strategy focuses primarily on technology and life sciences properties as well as other specialized types of real estate. The data infrastructure strategy invests primarily in hard asset infrastructure businesses underpinning the digital economy. For more information, please visit www.gipartners.com.

Cici Zheng is a Managing Director at Corridor Capital and leads the firm’s Operations team. Prior to joining the Corridor team, Cici was a Partner at ParkerGale Capital, a private equity firm that invests in technology and software companies. As one of the first members of the Operating team at ParkerGale, Cici focused on driving value creation at their portfolio companies by developing and implementing programs that amplified go-to-market approaches, product positioning and financial results. Prior to joining ParkerGale, Cici worked at Bain & Company as a Case Team Leader advising clients across multiple industries on a variety of engagements including private equity due diligence, customer strategy, marketing and merger integrations. Before joining Bain, Cici was an Associate at HealthCare Royalty Partners as well as an Analyst at UBS where she was a part of the healthcare investment banking team. Cici holds an M.B.A. from Harvard Business School and a B.A. in Economics from the University of Pennsylvania.