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.

Michael Belkin leads the Global Private Equity Practice at Zuora. Michael began his career at H.I.G. Growth Partners. He then co-founded & scaled Nextgengolf which the PGA of America acquired. Michael then worked at HubSpot and several early-stage ventures before joining Zuora in 2020 and founding the Private Equity Practice.

Zuora

Zuora is the preferred monetization solution for high-growth technology companies, orchestrating complete quote to cash and revenue recognition processes at scale. Through its industry-leading technology and expertise, Zuora helps 1,000+ companies globally, including Salesforce, Visma, BMC, Box, Zendesk, Zoom, and HubSpot nurture and monetize direct, digital customer relationships. Headquartered in Silicon Valley, Zuora also has European offices in London, Milan, Munich, Paris, Stockholm among other Global Sites. To learn more about the Zuora monetization suite, please visit www.zuora.com.

Bio coming soon..

Anjai “AJ” Gandhi: AJ is a B2B GTM executive and currently serves as Chief Growth Officer at Marlin Equity Partners ($10B AUM Private Equity Firm with control positions in ~50 software companies).  

Over his career, he has led growth acceleration strategy and go-to-market productivity improvement at 100+ companies primarily in the technology industry. 

Previously, AJ was a member of the GTM leadership team at RingCentral and salesforce.com.  He also spent many years in management consulting (Bain, McKinsey and The Alexander Group) and has been an executive in 2 venture-backed companies.  AJ earned an MBA from Harvard Business School and a BS Business Administration from UC Berkeley.

AJ serves on multiple non-profit Boards including the HBS Club of Northern California and is based in Hillsborough, CA. 

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.

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.

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.

Sean is a former NY-based private equity partner turned entrepreneur, founder and CEO. While in private equity, Sean and his peers in the PE industry experienced significant and growing pressures to devise new ways to more effectively assess opportunities and build value in companies under intensely competitive environments. Sean leveraged his years of experience investing in and supporting growth in data, network and information businesses to found BluWave and solve his own problem.

Sean is currently a member of the Board of Directors of Sachem Inc. and previously served on the Board of Directors of AGDATA, MD Buyline, Spectro Scientific, Ampac Packaging, and Alpha Sintered Metals.

Prior to founding BluWave, Sean was in the private equity industry for nearly 20 years, most recently serving as Partner and Member of the Investment Committee of SFW Capital Partners, a leading private equity firm specializing in information, data, and network enabled businesses. Sean received his MBA from Columbia Business School and BSBA from Georgetown University.

BluWave is the business builders’ network for private equity grade needs. BluWave innovatively combines technology, data, AI and human ingenuity to expertly connect businesses with proven operators across due diligence, value creation, and prep for sale. The BluWave Vetted™ network is an invite-only ecosystem of best-in-class individuals and service providing firms. Based in Nashville, Tennessee, BluWave ranks as one of America’s fastest growing companies and today serves more than 500 leading private equity firms and thousands of proactive businesses. Visit www.BluWave.net to learn more.

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.

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

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.”

Achi Yaffe is Managing Director, Portfolio Operations at GI Partners. Mr. Yaffe currently serves on the boards of 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.

Education
M.B.A. from Harvard Business School, High Distinction (Baker Scholar)
B.S. from University of Southern California

Founded in 2001, GI Partners is a private investment firm with over 150 employees and offices in San Francisco, New York, Dallas, Chicago, Greenwich, Scottsdale, and London. The firm has raised more than $40 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 team invests primarily in companies in the healthcare, services, and software sectors. The real estate team focuses primarily on technology and life sciences properties as well as other specialized types of real estate. The data infrastructure team invests primarily in hard asset infrastructure businesses underpinning the digital economy. For more information, please visit www.gipartners.com.