Chioma Achebe is a Principal in Private Equity and is based in Washington, DC.

As part of the Global Portfolio Solutions team, Chioma leads value creation initiatives across the portfolio, and provides strategic and operational support to investment teams and Carlyle companies. Prior to Carlyle, Chioma was at the Boston Consulting Group, where she focused on large-scale transformations across a range of industries.

Chioma received her MBA from Harvard Business School, JD from Harvard Law School, and BA with honors in economics from Harvard College. She is a member of the New York Bar and serves on the Board of the Legal Aid Society of the District of Columbia.

Lisa joined Norwest in 2020, first as a part-time Senior Advisor, then full-time as a marketing operating executive. She also served as the firm’s CMO from 2022-2024, driving the reimagination of the Norwest brand during that time and enhancing the firm’s foundation as a thought leader and community builder. As a member of the portfolio services team, Lisa lends her 20+ years of B2B marketing experience to the portfolio, working shoulder-to-shoulder with company leaders to help them optimize and scale their revenue engines for growth.

Prior to joining Norwest, Lisa was VP of Marketing at Lucidworks, where she built the growth function from the ground up. Before that, she held leadership roles at VC-backed B2B SaaS companies, including Demandbase and Castlight Health. While at Demandbase, Lisa became a certified Account-Based Marketing expert and frequent speaker on ABM best practices in her role as VP of Demand Generation & Brand.

Lisa holds a bachelor of arts degree in sociology from Stanford University.

Norwest is a leading venture and growth equity investment firm that works side-by-side with the world’s top entrepreneurs, empowering them throughout their personal journey of professional growth. Managing more than $15.5 billion in capital, we have invested in over 700 early-to-late-stage companies, with more than 230 currently active. Focused primarily on consumer, enterprise, and healthcare, we provide businesses with the specialized resources, expertise, guidance, and connections to achieve their vision. Norwest has offices in Menlo Park and San Francisco, with subsidiaries in India and Israel. To learn more, visit nvp.com.

Hannah is President, CEO and owner of Resilere Partners (formerly The LAKPR Group). A deeply experienced communications strategist and C-suite advisor, she specializes in working with private equity firms and their portfolio companies – partnering with leaders and organizations at critical inflection points to effectively execute transformation agendas, amplify brands, navigate periods of challenge and accelerate the paths to value creation.

Named “among the best in the business when it comes to crisis communications,” she has managed scores of high-profile crisis situations and spoken on numerous related topics. Fun fact: she created and authored the historical introduction to The Twinkies Cookbook on behalf of Hostess Brands, for whom she also helped conceive and lead “the sweetest comeback in the history of ever” following the acquisition of the brands by Apollo Global Management and C. Dean Metropoulos & Co.

Prior to becoming President, CEO and owner of The LAKPR Group, which re-branded to Resilere Partners in 2024, Hannah was a Principal at LAK Public Relations, which she joined in 1999. In 2020, she executed an acquisition of assets to establish a new firm.

She began her communications career serving as Press Secretary to New York State Senator Roy M. Goodman, the Senate Committee on Investigations, Taxation and Government Operations, and the Senate Special Committee on Arts and Cultural Affairs.

Resilere Partners (formerly The LAKPR Group) is a strategic communications and advisory firm focused on partnering with leaders and organizations during periods of transformation and high-stakes inflection points. The firm has extensive experience partnering with private equity firms and their portfolio companies to deploy communications as a critical lever to drive growth and transition journeys at the heart of the investment thesis and accelerate the path to value creation.

With specialized offerings spanning the entire investment lifecycle, Resilere Partners serves as trusted advisors, working with urgency to navigate complex organizational dynamics, augment leaders’ strengths, build crucial alignment, inspire cultures of engagement and performance, and elevate and define brands through the development and execution of internal, external and crisis communications strategies.

Nathaniel is a senior product manager at Andreessen Horowitz focused on building products that power the firm’s network and investments.

Prior to joining a16z, Nathaniel was co-founder and CEO of Knowhere, where he led a team that built generative machine learning models to analyze and generate trustworthy news content, serving several million subscribers in the US with daily national and local coverage. Before that, Nathaniel worked in investment banking and private equity at Deutsche Bank and Oakley Capital, where he focused on M&A, capital raises, and buyouts for technology, media, telecoms, and healthcare businesses.

Nathaniel was born and raised in London, and graduated with a combined honors degree in philosophy, politics and international relations, and economics from Durham University in the UK. He is an avid skier, backpacker, off-roader, and student aviator, a keen reader of history and philosophy, and lifelong devotee of Arsenal Football Club. As a teenager, he was a nationally ranked track sprinter over 100 and 200m.

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.

Alex Bello serves as Director of Technology Strategy at EQT, where he provides strategic support and advice to EQT’s investment teams and portfolio companies, focusing on technology, products, cybersecurity, and the application of AI to drive efficiency and innovation. EQT is a purpose-driven global investment organization with $250 billion AUM and three decades of developing companies across multiple geographies, sectors, and strategies covering all phases of a business’s development, from start-up to maturity.

Before joining EQT, Alex held various senior leadership roles in technology and product development, where he was instrumental in scaling businesses, driving revenue growth, and bringing innovative products to market. He has earned recognition for his contributions to software engineering and delivery, including being awarded a patent for continuous software deployment.

With over 20 years of experience in product and technology leadership, Alex began his career as a software engineer. His core expertise includes building highly scalable and secure software, optimizing R&D structures, driving growth through data-driven leadership and experimentation, and leading large-scale change initiatives to enhance operational efficiency and business performance.

Bhaskara is a dynamic digital entrepreneur and engineering leader with over 30 years of experience. He is known for his expertise in building and scaling digital product and solution engineering units. Through strategic roles as CTO and VP of Engineering, he has driven significant business value by leveraging innovative approaches like low-code/no-code, cloud-first, microservices, and DevSecOps. A passionate believer in Servant Leadership and an avid developer advocate, Bhaskara excels in fostering self-organizing cultures and innovative mentorship models. His dedication to integrating Agile and Kanban practices with modern tooling has effectively addressed entire product lifecycles.

Nagarro is a global digital engineering and consulting leader with a full-service offering. Harnessing the power of our Fluidic Enterprise vision and thinking breakthroughs framework, we help our clients become human-centric, digital-first organizations, augmenting their ability to be responsive, efficient, intimate, creative, and sustainable. Our client-centric, agile, responsible, intelligent, non-hierarchical, global values come together to form our CARING superpower, which denotes a humanistic, people-first way of thinking with a strong emphasis on ethics. Caring guides us as a global company. We have a broad and long-standing international customer base, primarily in Europe and North America. This includes many global blue-chip companies, leading independent software vendors (ISVs), other market and industry leaders, and public sector clients. At Nagarro, over 18,000 experts across 36 countries are helping our partners succeed today.

Sebastien Bilodeau is the President of the Cerberus Technology Solutions (CTS) group at Cerberus. He is a highly qualified and driven executive with leadership and value-added skills. He has extensive experience in digital, eCommerce, data, offline customer acquisition, marketing, sales, ideation, and product development across many industries.

Elizabeth is an Operations VP, Human Capital at Trive Capital, where her responsibilities include partnering with investment and management teams to develop and execute human capital strategies and projects in support of Trive’s portfolio companies.

Prior to joining Trive, Elizabeth served in various roles at Lennox International, a global HVAC manufacturer, including as HR Business Partner supporting corporate functions, a factory HR Manager leading engagement and retention, and a Talent Acquisition Specialist supporting global recruiting efforts. Previously, Elizabeth worked as Head of HR and Operations at RIDE TV.

Elizabeth received her MBA from the University of Texas at Arlington, an MA in Dispute Resolution and Conflict Management from Southern Methodist University, and a BA in Spanish from the University of Texas at Arlington.

Fabian is a Vice President in Efficio’s North America region and our worldwide technology sector lead working extensively with Private Equity funds and portfolio companies. During his 15 years in consulting with Efficio and the Boston Consulting Group he has covered all levers to streamline costs across all aspects of the deal cycle to help clients find the right partners for growth, improve supplier management and achieve significant cost savings in various industries.

Fabian has lived and worked across four continents and speaks 7 languages. Before a career in consulting, Fabian completed his PhD in Theoretical Physics at the Delft University of Technology.

Efficio has specialized in procurement and supply chain management for more than 20 years helping organizations reduce costs, improve internal processes, and upskill their procurement teams, enabling them to become high value-generating functions within their businesses. We support our PE clients both at a portfolio level and across the full transaction cycle: from pre-deal due diligence to post-acquisition value creation and exit support. Efficio has an unrivaled track record of delivering significant operational, EBITDA, and working capital benefits in private equity assets. Our 1,300 consultants have so far delivered results for over 50 different private equity funds across North America and Europe.

Eidji is a Partner in KPMG’s Deal Advisory & Strategy Practice and is the U.S. Working Capital Leader, based in Los Angeles. In this role he is responsible for serving the office of the CFO and assisting global Private Equity firms drive growth by focusing on their capital and transaction strategy and releasing cash tied up in portfolio companies across industries and geographies.

He has over 20+ years of cross-industry and consulting experience in 40+ countries, and has advised several Fortune 100 and 500 C-suites as an expert in leading large-scale strategy through operational execution programs. Eidji has unlocked over $10bn in high impact cash flow and working capital improvements, driven technology-enabled transformations, and executed value creation projects across the entire M&A lifecycle. His experience spans across Private Equity, Consumer & Retail, Technology/SaaS, Pharma & BioTech, Industrial Products, Oil & Gas, Automative and Aerospace & Defense. Prior to KPMG, Eidji held engineering and executive leadership roles at EY-Parthenon, PwC, Aston Martin, Jaguar Land Rover, Ford Motor Company and Starbucks.

KPMG is one of the world’s leading professional services firms. Our global organization of firms has more than 240,000 professionals serving clients in 145 countries and territories, providing innovative business methodologies and audit, tax and advisory services to many of the world’s largest and most prestigious organizations.

Our Private Equity practice is a fully integrated, cross-functional team of 1,500 professionals, including 250 partners, focused on serving private equity firms and their portfolio companies. Our experienced professionals understand the dynamic nature of the private equity marketplace and it’s enormous growth potential.

Our professionals bring passion and a fresh approach to the issues that challenge our private equity clients through their entire lifecycle, from structuring funds to realizing value.

Will focuses on holistic, sustainable transformation of private equity investments. Most recently serving as a Chief Transformation Officer and Interim Chief Supply Chain Officer for a private equity backed consumer company. In this role, he turned around a company to structurally positive cash flow in one year post close whilst standing up the operations out of a global carveout. He also served as a Managing Director and Partner at AlixPartners advising and serving in interim roles for large scale private equity investors focused on operational transformation.

Experience includes:

Served as an Interim COO for a Tech-enabled CPG company.

Carved out a $500m CPG company from a multi-national conglomerate; stood up independent operations within 12 months including 3PL and IT ecosystem.

Served various PE clients across numerous transformation situations as an advisor and interim operating executive.

Will holds an MBA from the Wharton School of the University of Pennsylvania, a Bachelor of Science from the US Naval Academy. He has summitted Kilimanjaro, ran with the Bulls in Pamplona, and hiked the Inca Trail.

Andy has worked at Frazier since 2016. After serving as a consultant on several successful investments, he joined the Frazier Growth Buyout team as a Center of Excellence Partner, where he has helped build our Human Capital and ESG programs. In 2022, Andy took on a broader mandate as the Chief Operating Officer of the Center of Excellence team. In this role, his responsibilities include the recruitment, management, and deployment of the firm’s Center of Excellence Team across our portfolio companies. He continues to shape our Environmental, Social, and Governance (ESG) program as well as other firm-level initiatives.

Founded in 1991, Frazier Healthcare Partners is a leading private equity firm focused exclusively on the healthcare sector. With over $7.1 billion in total capital raised, Frazier has invested in more than 200 companies with transaction types ranging from buyouts of profitable healthcare services companies to venture capital and company creation. Frazier has a philosophy of partnering with strong management teams while leveraging its internal operating resources and network to build exceptional companies. Frazier has offices in Seattle, WA, and Menlo Park, CA, and invests broadly across the U.S., Canada, and Europe. For more information about Frazier Healthcare Partners, visit www.frazierhealthcare.com.

Chris co-founded ProsperOps in 2018 and serves as the CEO. ProsperOps delivers a fully autonomous cost optimization service ​for Amazon Web Services, Microsoft Azure (available in Q4), and Google Cloud customers.

Prior to ProsperOps, Chris was the CEO at Chargify, a recurring billing and subscription management platform for SaaS companies and a Senior Vice President/General Manager at Rackspace during its growth from $500 million to $2 billion in revenue.

Previously, Chris held strategy and operations roles with Electronic Data Systems and was a management consultant with Ernst & Young. He earned a bachelor’s degree in Industrial Engineering from Texas A&M University and a MBA from the University of Texas at Austin.

ProsperOps delivers cloud savings-as-a-service. Our automated FinOps platform simplifies cloud cost management, automating complex and time-consuming optimization and reporting tasks to deliver outcomes: reducing your costs, minimizing commitment risk, and eliminating manual activities.

Renée joined Norwest in 2022 as Operating Executive in the portfolio services team. With over 20 years of B2B marketing experience, she collaborates with company leaders to optimize and scale revenue engines for growth.

Previously, Renée was a senior vice president at Lucidworks, where she directed global strategy for brand, product marketing, demand generation, and sales development. Before that, she was a practice area leader at Trellist, a marketing consultancy and agency, where she launched the firm’s demand gen and social marketing practice, serving global Fortune 1000 and mid-market companies across a range of industries.

Renée’s career began in tech startups, where she gained extensive hands-on and strategic experience as a full-stack marketer and deep experience in marketing operations, digital marketing, and demand generation. She holds a bachelor of arts in political science and history with summa cum laude distinction from the University of Massachusetts.

Norwest is a leading venture and growth equity investment firm that works side-by-side with the world’s top entrepreneurs, empowering them throughout their personal journey of professional growth. Managing more than $15.5 billion in capital, we have invested in over 700 early-to-late-stage companies, with more than 230 currently active. Focused primarily on consumer, enterprise, and healthcare, we provide businesses with the specialized resources, expertise, guidance, and connections to achieve their vision. Norwest has offices in Menlo Park and San Francisco, with subsidiaries in India and Israel. To learn more, visit nvp.com.

Sean is an accomplished Cybersecurity professional with almost 30 years of experience leading Cybersecurity teams for Global consulting firms in the United States and Australia. Early on, he recognized the impact of ransomware and began helping the industry to acknowledge the importance of focusing on recovering business operations – not just determining the who and how.

A technologist with deep expertise in infrastructure and application security, Sean has designed, implemented and defended complex environments across most industries. He has also provided forensic analysis on complex breaches for both corporate and government agencies. In addition, he has developed a business acumen that stems from advising Private Equity firms on hundreds of complex mergers and acquisitions transactions in particular Cybersecurity firms and products.

This blend of skills has put Sean in the board room, supporting dozens of large organizations in the midst of a ransomware attack, and advising executives as they navigate their organization to recovery.

Enduir Cyber is the leading cybersecurity firm focused on Private Equity value creation.

In today’s market of fast paced transactions, cross industry investments, and a focus on technology enablement; Private Equity firms need a cybersecurity partner that understands the complexities of the M&A lifecycle.

Enduir’s Private Equity Portfolio Resilience (PEPR) Program™ delivers value from pre-close diligence all the way through sell-side preparation. We closely tailor each PEPR program with the Operating Partner to mitigate risk and build Portfolio cyber resilience throughout the investment period. When cyber incidents do occur, Enduir provides a white-glove Incident Command service to respond, recover, and get the PortCo back to business.

Amy serves as the EY Americas Private Equity Consulting leader helping Sponsors and Portfolio Companies develop and execute value creation strategies that deliver measurable results. She is also the Global Coordinating Partner for a Private Equity headquartered in New York and also serves as the Global Consulting leader for a leading global Private Equity complex.

Amy has more than 30 years of consulting and industry experience across the end-to-end deal lifecycle with focus on value creation – assisting Sponsors and their portfolio companies to unlock new revenue streams and deliver operational cost efficiencies that drive growth. She has supported strategic buy- and sell-side transactions and has led numerous initial public offerings. Amy has extensive experience with technology enabled business transformation, new business start-ups, and mid- and back- office optimization.

Prior to Ernst & Young, Amy held Finance and Operations leadership positions in Private Equity backed, highly acquisitive companies. She led initial public offerings, business unit carve-outs, and drove integration programs for multiple roll-ups. She also had responsibility for building go-to-market strategies and running optimized finance operations.

She earned her Bachelor of Science in Accounting degree from Lehigh University and her Master of Business Administration from Villanova University.

Dina DeMarco is an accomplished talent acquisition leader. She has held leadership roles in Talent Acquisition at the University of Chicago Medicine and Baptist Health of Florida. Her expertise extends to her tenure as SVP in Hueman's Recruitment Process Outsourcing division, where she developed recruitment strategies and delivery models for organizations in a variety of industries.
In 2020, Dina founded Hueman PE Talent Solutions, bringing both tactical and strategic talent acquisition solutions to PE-backed portfolio companies.
Dina's industry influence is underscored by her membership in the Forbes HR Council, a recognition of her thought leadership. Additionally, she has been recognized by HRO Today and has presented at numerous conferences.
Residing in Atlantic Beach, Florida, with her husband Jeff and rescue dog Buddy, Dina is involved in her community, previously serving on the board of several non-profits. In her leisure time, you will find Dina reading or playing soccer.

Recruitment should never hinder organizational growth. At Hueman PE Talent Solutions, we comprehend the rapid pace and high growth expectations for portfolio companies. We acknowledge that people are the driving force behind profits, and without effective recruitment, portfolio companies face obstacles in their growth journey.
By collaborating with Hueman PE Talent Solutions, private equity firms can mitigate investment risks and ensure that talent acquisition aligns with the VCP (Value Creation Plan). We offer portfolio companies access to top-notch recruitment resources at highly affordable rates, with an average placement fee of 9%. Our program is designed to be flexible, scalable, and results-oriented.
Hueman PE Talent Solutions emerged as a division of Hueman People Solutions in 2020, identifying a gap in recruitment solutions for rapidly expanding companies. While there are numerous executive search firms, there is a scarcity of good agencies focusing on crucial middle management and staff-level roles – and that's precisely where Hueman excels.

Beth joined Martis Capital in 2024. Before that, she worked at Incline Equity Partners as a principal focused on value creation. Earlier, Beth led sales and commercial operations at A Place For Mom, a tech enabled healthcare services company. Beth started her career at McKinsey & Company and Centerview Partners.

Beth received a bachelor's degree in history from Brown University and an MBA with distinction from Harvard Business School.

Cory A. Eaves is a Partner and Head of Portfolio Operations at BayPine, where he leads the firm’s digital transformation and portfolio operations team. BayPine is a pioneering new private equity firm—one built from the ground up to bring digital transformation to companies in the healthcare, consumer, business services, and specialty industrials industries. Cory’s primary focus is on driving digital transformation initiatives within the firm and its portfolio companies. Before joining BayPine in 2023, Cory was one of the first Operating Partners at General Atlantic, where he built and scaled their portfolio value-add capability for nearly 15 years. Before joining General Atlantic, he was Executive Vice President, Chief Technology Officer, and Chief Information Officer at Misys plc. Earlier in his career, Cory also served as Chief Technology Officer of SSA Global, one of the world’s largest enterprise software providers, and various other technology leadership positions. Outside of his professional endeavors, Cory is active in a number of philanthropic activities, including The Marfan Foundation, where he serves as past Chairman and board member, and NetHope, where he serves as Board Fellow. Outside of work, Cory spends his time off-shore sailboat racing, snowboarding, and with his family in Larchmont, New York.

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.

Russ Findlay is a sales and marketing executive currently serving as a Senior Executive Director and Operating Partner for H.I.G Capital. where he focuses on marketing due diligence, value creation planning and portfolio company operations. Russ is responsible for helping portfolio companies develop and implement comprehensive digital and marketing strategies.

Russ has over 30 years of experience in a broad range of industries including CPG, Food & Beverage, Sports & Entertainment and Financial Services. Prior to joining H.I.G., Russ was the Global Chief Marketing Officer of international specialist insurer Hiscox. Before Hiscox, he was the Head of Marketing for IHOP, the CMO of Major League Soccer, and a marketing executive for PepsiCo, where he launched the Sierra Mist and PepsiMax brands. Russ started his career at Unilever where he was the global expert in e-commerce prior to roles in brand management.

Russ earned his M.B.A. from Xavier University, a B.S. in Marketing from State University of New York, Oswego and a Financial Technology Certificate from the Massachusetts Institute of Technology.

H.I.G. Capital is a leading global alternative investment firm with $60 billion of capital under management.* Based in Miami, and with offices across the US and around the world, H.I.G. specializes in providing both debt and equity capital to middle market companies, utilizing a flexible and operationally focused/value-added approach across several funds including:

H.I.G.’s equity funds invest in management buyouts, recapitalizations and corporate carve-outs of both profitable as well as underperforming manufacturing and service businesses.
H.I.G.’s debt funds invest in senior, unitranche and junior debt financing to companies across the size spectrum, both on a primary (direct origination) basis, as well as in the secondary markets. H.I.G. also manages a publicly traded BDC, WhiteHorse Finance.

H.I.G.’s real estate funds invest in value-added properties, which can benefit from improved asset management practices.

H.I.G. Infrastructure focuses on making value-add and core plus investments in the infrastructure sector.
Since its founding in 1993, H.I.G. has invested in and managed more than 400 companies worldwide. The Firm’s current portfolio includes more than 100 companies with combined sales in excess of $53 billion.

Sam Foster is the founder of Pennant Partners, where he specializes in helping businesses and their owners to optimize for growth, enterprise value and to prepare for future exit strategies. Sam and Pennant do this work from various positions that range from pure advisory roles (advisory engagements, active Board roles, Operating Partner roles, etc.) to active investor/owners/co-owners with Pennant taking equity positions. With a career spanning nearly three decades, Sam has a deep background in the operation and financing of technology and industrial companies. His experience includes co-founding several venture capital firms in Boston, which have invested in a broad spectrum of businesses. As CEO, Sam has led various companies in sectors ranging from industrial manufacturing to healthcare and software-based technologies.
Sam's approach to business centers on team building, strategic innovation and revitalization, and improving sales and operations. His expertise lies not only in entrepreneurship and investment but also in the hands-on management of companies, aiming to create sustainable growth and operational excellence. In some instances, Pennant makes investments in or acquires businesses, utilizing the same networked experience, tools, and processes to generate growth and achieve excellent outcomes.
In addition to his work at Pennant Partners, Sam is actively involved in several other companies and non-profit organizations, leveraging his experience to support their growth and development.

Tim is a Managing Director with IGS where he leads the value creation practice. He previously served as the founding Partner of Maple Street Advisors, a boutique management consulting firm specializing in Pricing and Go-To-Market Excellence. Maple Street was acquired by IGS in 2024. Tim has spent over 25 years working with B2B companies across various industries in roles with SBI, LLR Partners, KPMG, and Edison Partners. Earlier in his career he held various sales and sales management roles in technology and services companies including Lanier, SAP, and GS1. As a result, Tim can assess a situation through the eyes of an investor and a practitioner. Tim leverages this unique combination of experience to help companies build and execute growth initiatives.

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. 

Mr. Ganesan is a Managing Director within Oaktree Capital's Special Situation/Private Equity group. He specializes in driving commercial and operational performance improvement initiatives, including turnarounds, collaboratively with management teams. He joined Oaktree in 2017 from Yum! Brands, where he was the Vice President of Operations and corporate officer for the Taco-Bell division. He led operational and digital transformation of the 8,000 restaurant system. Prior thereto, he led Corporate & Business strategy and turnaround initiatives for both the Kimberly-Clark Corporation and Mattel, Inc. He was also an Engagement Manager with McKinsey & Company, where he served multiple Fortune 500 companies in the consumer, technology, manufacturing, medical devices, energy and financial sectors. Earlier in Mr. Ganesan’s career, he served as a 1st Lieutenant and field Artillery Officer of the Singapore Armed Forces. Mr. Ganesan received an M.B.A. from INSEAD Business School, a M.Sc. with highest distinction, and B.Sc. summa cum laude in mechanical engineering from the Massachusetts Institute of Technology, and Purdue University, respectively.

Oaktree is a leader among global investment managers specializing in alternative investments, with $156 billion in assets under management as of June 30, 2021. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,000 employees and offices in 19 cities worldwide. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/.

Giuseppe has extensive experience in the areas of assessment, design, and implementation of end-to-end business transformation programs, with a focus on software companies across all stages of development. His professional engagements have been with tech companies in the USA, Europe, and Asia. Giuseppe has worked on several company-led transformations as well as private-equity-driven transactions in the technology space. Clients benefit from his combination of deep industry knowledge, managerial skills, and business-oriented approach together with his technical expertise in financial modeling, software engineering, and organizational design. ​
​
Giuseppe has a master’s degree in telecommunication engineering from Sapienza University of Rome and an MBA from INSEAD.

AlixPartners is a results-driven global consulting firm that specializes in helping businesses respond quickly and decisively to their most critical challenges—from urgent performance improvement to complex restructuring, from risk mitigation to accelerated transformation. These are the moments when everything is on the line—a sudden shift in the market, an unexpected performance decline, a time-sensitive deal, a fork-in-the-road decision. We stand shoulder to shoulder with our clients until the job is done, and only measure our success in terms of the results we deliver. We partner with you to make the right decisions and take the right actions. And we are right by your side. When it really matters.

Rory’s professional credentials have been built entirely within financial services technology delivery. His work has primarily focused on offsetting the inefficiencies created by the increasing gap between supply & demand in technology talent markets.

Recognizing that great people are central to the best business outcomes, Rory harnesses his Psychology background to create and implement tailored people-led solutions for Private Equity firms and their portfolio companies. This produces qualitative and quantitative efficiencies to technology delivery capability.

Recognizing the inherently unique demands of each firm Rory has been central in defining Saragossa products & services extending to; Project based Consultancy, Search & Selection and IT offshoring.

With an uncompromising dedication to delivering clear quantifiable improvements to business outcomes Rory has established a reputation as the trusted advisor to Technology leaders globally.

Saragossa is a Technology Solutions organisation with a proven track supporting Private Equity businesses, accelerating their portfolio companies. For nearly a decade we have provided support leading Private Equity organisations to maximise returns through rapid, specialised technology solutions. Providing strategic support alongside all of our core services: Project Delivery Consulting, Technology Outsourcing, Staffing, Executive Search, and 3rd party Talent Acquisition.

Having developed a reputation for unparalleled Private Equity domain expertise, we fully grasp the unique challenges presented managing an evolving technology business portfolio, responding rapidly to changing priorities and goals in a fiercely competitive landscape.

Our core values; Fearless, Uncompromising and Human underpin everything we do. We are brave, working outside of conventional methods to achieve agreed objectives, we do not compromise in our commitment to creating brilliant customer experiences, believing that great people are at the heart of every successful outcome.

Angela is the Head of Human Capital and member of the Investment Committee at GrowthCurve Capital, where she partners with the Investment team and management teams to accelerate growth through talent and organizational design. Angela’s role focuses on assessing organizations upfront to create a blueprint for value creation, developing a bespoke organizational development strategy, and seeking to drive continuous improvement within GrowthCurve’s portfolio companies. Before joining GrowthCurve in 2022, Angela was the Chief Human Resources Officer at Sun Capital Partners, where she worked across a diverse portfolio driving human capital initiatives. Before joining private equity, Angela held several global Human Resources leadership positions at JLL, Kellogg Company, and Procter & Gamble, working in both the U.S. and Europe. Angela brings a wealth of data analytics, assessment, recruiting, talent management, and leadership development expertise from her prior experience and education. Angela earned a Master and Ph.D. in Industrial-Organizational Psychology from Wayne State University and a Bachelor of Arts degree from Kalamazoo College.

GrowthCurve Capital is a private equity firm with a proprietary approach that seeks to leverage AI, digital transformation, and human capital capabilities within its portfolio companies to accelerate their growth and create sustainable value. We believe AI provides unique opportunities to unlock new areas of value creation within our portfolio companies by enhancing their operational decision-making at scale. Together with a differentiated approach to human capital, we believe this ecosystem empowers management teams to create sustainable value.

GrowthCurve’s control-oriented investment strategy is centered on data-rich and growth-focused businesses in three investing sectors where we have deep expertise and strong networks: technology and information services, healthcare, and financial services.

Greg Gladstone is the President and Chief Commercial Officer of FloWorks International, a portfolio company of Wynnchurch Capital and Clearlake Capital Group. In this role, Greg is responsible for all commercial operations including sales, marketing, and commercial excellence, as well as being actively involved in M&A activity. Prior to his current role, Greg was the SVP of Operations and Supply Chain and Division President of the Specialty Industrial Business Unit at FloWorks.

Prior to joining FloWorks, Greg served in multiple leadership roles at Flowserve, including VP/GM of the Americas and VP of Operations. Greg has significant international leadership experience, having lived in Asia and the Middle East leading teams at Cameron, an SLB company.

Greg holds a Bachelor’s degree from Wake Forest University and an MBA from the McCombs School of Business at the University of Texas Austin.

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

Josh has over 20 years of experience helping some of the most innovative, disruptive tech companies and established market leaders accelerate profitable growth (e.g. LinkedIn, Adobe, Zendesk, UKG, Cisco, PayPal, LegalZoom, PTC, NXP, Ancestry.com). As a Senior Operating Executive at H&F, Josh partners with boards of directors and C-level executives to drive enterprise-wide transformation and value creation at portfolio companies. Prior to H&F, Josh held executive roles at Adobe and LinkedIn focused on business strategy, product marketing, and go-to-market. Previously, he spent 10 years in management consulting, including six years as a leader in Simon-Kucher’s technology practice. Josh holds a B.S. from the Wharton School at the University of Pennsylvania and an M.A. from Johns Hopkins University.

Hellman & Friedman is a global private equity firm focused on large-scale equity investments in high quality growth businesses. H&F partners with world-class management teams where its deep sector expertise, long-term orientation and collaborative partnership approach enable companies to flourish. Since its founding in 1984, H&F has invested in over 100 companies and currently has $120 billion in assets under management.

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.

Andrea Greene is a senior executive, board member and investor with more than 25 years of experience leading organizations and profitably growing businesses. As an Operating Partner at One Rock Capital, Andrea works with the firm’s portfolio companies on value creation initiatives primarily in the finance and human resources functions. Prior to One Rock, Andrea held CFO and COO roles at various start-ups and middle market companies across a broad range of industries where she successfully scaled businesses as well as executed strategic and operational transformation programs. Earlier in her career, Andrea worked at Allied Capital, JP Morgan Partners and CIBC Oppenheimer’s High Yield Group. Andrea is currently a member of the board of directors of Sensience and a former board member of CentroMotion. Andrea holds a Bachelor’s degree in Economics from Duke University and an MBA from Harvard Business School.

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.

Billy provides a breadth of digital transformation, strategy, operational, and product management advisory support with deep expertise in eCommerce, Amazon and other marketplaces, omni-channel, and retail businesses. Billy also supports the development and assessment of new investments and value creation strategies. Previously, he held executive roles leading eCommerce and digital strategy at Phillips Pet Food & Supplies and Georgia-Pacific, spent nine years at Amazon including as COO at fabric.com, and led wireless merchandising at Car Toys.

Daniel’s focus is connecting private equity funds and their portfolio companies to the full suite of RSM's transaction advisory, assurance, tax and consulting resources. With a background as a private equity investor, he strives to be a strategic advisor to clients, helping maximize efficiencies and growth opportunities in their portfolios.

Daniel joined RSM with 13 years of experience in financial services and private equity investing. Most recently, he was a private equity LP, leading origination due diligence of over 50 middle-market buyout fund limited partner commitments and 20 direct co-investments (with a focus on health care services, consumer products and business services) alongside general partners. He was active with the capital formation of the investment funds and the relationship lead to many of their general partners where he sought to add operational and strategic value to co-investments. Daniel began his career brokering indemnity for trade-related, emerging market, private and sovereign debt obligations at Lloyd's of London. He focused on client development and servicing of capital goods manufacturers, commodity traders and export finance banks in Central European and Nordic markets.

Tindall Hein is a partner at ON Partners, recognized by Forbes as a top tier retained executive search firm. She specializes in building executive leadership teams for PE-backed organizations, focusing on CXO/VP/Operating Partner roles at technology and services portfolio companies.

Before ON Partners, Tindall drove client management and client engagement at World 50, an exclusive network for Fortune 500 C-level leaders.

She holds a bachelor's degree in Political Science and Spanish from Davidson College, where she also led as the captain of the D1 Volleyball team.

Tindall lives in Atlanta, GA, with her husband, son, and golden retriever. (should we say partner? Or maybe we just take this part out besides lives in Atlanta GA).

ON Partners is the only pure-play executive search firm building C-level and board leadership teams across PE, VC, and growth equity-backed organizations.

We rebuilt the institution of executive search in the way you work, with an approach that includes present partners who engage with clients from the first brief to the final decision, individually crafted solutions unique to each client, and an easier experience overall.

Named by Forbes as one of America’s Best Executive Recruiting Firms and to the Inc. 500/5000 List nine times, ON Partners is consistently ranked among the top 20 retained executive search firms in the U.S.

Learn more at https://onpartners.com/

Matt Hollcraft is Operating Partner – Cybersecurity with H.I.G. Capital, a $60B AUM firm with 27 funds. The Firm has a middle-market investment focus and Matt’s role encompasses management of cybersecurity and privacy strategy, operations and compliance for the Firm’s 170+ companies ranging from $50M to $1B+ EBITDA.

Prior to H.I.G., Matt spent three years as CISO, Portfolio Operating Executive with Hellman & Friedman, a $60B AUM firm, as well as earlier strategic and operational technology executive roles with global household brand names within financial services, regulated data services, fast moving consumer goods (FMCG) and high-tech. Early in his career, he was a special agent investigator in financial and electronic crimes with State of Indiana.

Matt lives in the San Francisco area and enjoys Formula 1 racing, restoring classic and muscle cars, traveling, skiing and exploring California’s beautiful outdoor spaces, trying new restaurants and visiting Napa, Sonoma, Carmel and other California wine growing regions.

Ben Holzemer is a Partner at TPG and the Global Head of Human Capital, based in San Francisco. Under his leadership the firm’s human capital team partners with TPG’s investment professionals and portfolio company leaders around the world to build great businesses with strong management teams and governance. Prior to joining TPG, Ben was a Partner at Spencer Stuart where he served as the co-head of the North American region. In his time with the firm, he oversaw the Technology, Media & Telecommunications Practice in the Americas, led the firm’s Silicon Valley office, and spent time based in the Sao Paulo office working across the Latin America region. His client work focused on board, CEO, and top leadership searches, as well as management assessment and succession planning work for large public companies, private equity-backed companies, and growth-stage companies with a focus on the TMT sector. Prior to Spencer Stuart, Ben spent ten years as an entrepreneur, co-founding and leading two growth-stage technology companies. Ben is a graduate of the University of California, Los Angeles, with degrees in Political Science and Latin American Studies. Ben is on the Board of Nintex and he also currently serves as Trustee of The World Affairs Council of Northern California and Chair of the Education Committee.

Jerry Hughes joined American Securities, where he helps portfolio companies increase revenue growth by strengthening sales and marketing capabilities, in 2018.

Prior to joining American Securities, Jerry spent nine years at Blue Ridge Partners, a boutique consulting firm focused on accelerating revenue growth for clients, where he was Senior Managing Director and Industrial Practice Lead. His consulting career also includes time at Deloitte Consulting and Inforte, a strategy and technology consultancy. Jerry began his career in commercial banking, after which he held senior business development and operational roles at Rewards Network Inc., a rewards-based marketing company.

Jerry received an AB in Government from Dartmouth College and an MBA from The University of Chicago.

American Securities invests in partnership with existing management teams of market-leading businesses, generally having $200 million to $2 billion of revenues and/or $50 million to $250 million of EBITDA. The firm strives to be a long-term, value-added partner to the CEOs and management teams of the companies in which it is privileged to invest. American Securities has pursued its investment strategy in a disciplined manner across business cycles and ever-evolving market dynamics since its inception in 1994.

Will is a Partner and the Head of Chemicals/Construction at Simon-Kucher. He is also the Head of the Atlanta office, where he focuses on serving B2B companies in a variety of areas, including sales and pricing transformations, to unlock better growth.

Through Will’s years of consulting experience in the US, he has carried out many transformational efforts, including implementing new go-to-market and sales force strategies, defining future-state pricing analytics functions, and designing future-state sales and sales operations functions. Specifically, his experience includes sales organization redesign, territory optimization, sales process redesign, and sales compensation system overhaul.

Will received undergraduate degrees in biomedical engineering and economics from the University of Virginia, then returned to earn his MBA from the university’s Darden Graduate School of Business.

Simon-Kucher is a global consultancy with more than 2,000 employees in 30 countries. Our sole focus is on unlocking better growth that drives measurable revenue and profit for our clients. We achieve this by optimizing every lever of their commercial strategy - product, price, innovation, marketing, and sales - based on deep insights into what customers want and value. With 37 years of experience in monetization topics of all kinds, we are regarded as the world’s leading pricing and growth specialist.

Lauren is the Talent Partner at Decibel where she focuses on helping technical founders find the essential talent that will accelerate their growth from the earliest stages. She has placed over one hundred product and engineering leaders throughout her career and will be focusing on cultivating and growing our network of rising stars for every critical role.

Prior to joining Decibel, Lauren was one of the top performing executive recruiters at Daversa Partners and has worked with several dozen high growth startups in Silicon Valley including Airbnb, Canva, Discord, Snap, and Twitter. She most recently was a talent partner at General Catalyst where she focused on scaling their talent practice for seed stage companies.

Lauren grew up in an entrepreneurial family here in the Bay Area and was recruited to play golf in college. Her career began in broadcast journalism, where she discovered her passion for interviewing pioneers from diverse walks of life.

Learn more about Lauren here.

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.

Sam leads the talent and recruiting team for Craft Ventures and its portfolio companies. Over the last 15+ years, he has helped a broad array of technology companies recruit and retain talented individuals, leaders, and executives. Sam comes to Craft from True Search, an industry-leading executive search firm, where he spent 5+ years in leadership positions. Most recently he served as a Partner and Practice Lead of their Early Stage Venture team. Prior to joining True, Sam worked for four years in early stage startups in the Bay Area. During this time he led talent acquisition for a seed-backed video ad platform who quadrupled headcount during his time and also led sales recruiting for a Series B backed SaaS company where he hired 30+ senior sales executives/leaders.

Mr. Javellana is the Enterprise Technology practice leader for Cerberus Operations and Advisory Company. He works across all investment desks in the diligence, carve-out, integration and operation of the portfolio companies. He focuses on Application, Infrastructure and Cybersecurity platforms and capabilities. He has also plays interim CIO roles for our portfolio companies.

Prior to working for the Operating Platform, Mr. Javellana led the Albertsons/Safeway Philtech IT Offshore center in Manila, Philippines. The 800+ person organization delivered development and 24/7 support of the applications, infrastructure and information security portfolios

Prior to Albertsons, Mr. Javellana held IT leadership positions with Land O’Lakes, Invensys, Honeywell and Ingersoll-Rand across all aspects of IT He has also led a software startup that served the public safety market.

Mr. Javellana has a Bachelor of Science degree in Industrial and Management Systems Engineering from the University of Nebraska-Lincoln and is Six Sigma certified.

Cerberus Operations and Advisory Company (“Cerberus Operations”) is a premier operations platform that is proprietary to Cerberus Capital Management. Over multiple business cycles, Cerberus Operations has been purposefully constructed to help drive value by seamlessly integrating operating expertise with portfolio company management and investment teams. Our overriding goal is to create stronger and more competitive businesses with greater financial positioning and more strategic options.

Danielle has been an Impact Advisor for GroundForce Capital since 2023. In this role, she works with the fund’s portfolio companies to implement and achieve best practices across impact and ESG. Danielle supports GroundForce Capital’s Investment Team and its Investment Committee to integrate impact and provide educational support for the firm. In addition, Danielle assists GroundForce Capital’s portfolio companies with remediating any ESG issues and helping them expand on current ESG policies and impact metrics.

Danielle recently founded her consulting practice, Impact FWD [fwd.eco], where she supports investors as an impact operating partner, and brands as a fractional head of sustainability. In this role, she helps define and operationalize sustainability strategies across investments, portfolio companies, and brands. Current clients include Nespresso, Cabinet Health and Lulu and Georgia as well as advisory relationships with EQT Partners and rePurpose Global. Danielle has expertise in impact investment diligence as well as operating expertise across consumer products, packaging, waste/materials, circularity and supply chain.

GroundForce Capital is an investment management firm that backs high-potential companies seeking to improve the health and longevity of people and the planet. The firm provides capital, strategic guidance and operating expertise to visionary companies including Bobbie, Liquid Death, OWYN, Miyoko's Creamery, KinderFarms, Thistle, and Vive Organic. GroundForce Capital's leadership team is comprised of innovators behind leading food and beverage brands, such as ZICO Beverages, an early pioneer in the coconut water category acquired by The Coca-Cola Company in 2013, and Health Warrior, a superfood company purchased by PepsiCo in 2018.

GroundForce Capital has offices in the San Francisco Bay Area and Los Angeles. For more information about the Firm, visit GroundForceCapital.com[cts.businesswire.com].

Jackie Joelson leads NetSuite’s Private Equity Practice. She partners directly with PE firms and their operating partners on driving value creation through NetSuite’s technologies. Jackie has been with NetSuite for six and half years and working with Private Equity for close to a decade. NetSuite’s Private Equity Practice provides firms and their portfolio companies a consistent buying experience, preferred pricing and centralized communication ensuring PE-backed companies experience repeatable success. Private Equity Practice has been around for over a decade.

Oracle: Our mission is to help people see data in new ways, discover insights, unlock endless possibilities.

Ben Johnson leads the Product & Tech practice for the Value Creation Team at LLR Partners. He brings to LLR more than 25 years of experience in product management, software development, strategic planning, building high performance teams, and M&A. As part of the LLR Value Creation Team, he works collaboratively with LLR portfolio companies to drive best practices for product and technology, support rapid innovation and help accelerate growth.

Prior to joining LLR, Ben served as Chief Product Officer and General Manager at Relias, a provider of online education and training to healthcare organizations and an LLR portfolio company acquired by Bertelsmann in 2014. Previously, he was Chief Technology Officer for cloud-based learning management systems provider, Essential Learning. Earlier in his career, Ben held various roles in product management, engineering, and development at early-stage and growth technology companies.

Ryan Jones is the Private Equity Global and US Consulting leader at Deloitte Consulting, and US India Board member. He and his team work with the world's leading private capital firms to maximize the value of their investments and make a positive impact in the world. Ryan’s work encompasses strategy and diligence, outcome focused ‘hands on’ business, as well as digital and IT transformation of portfolio companies. He works closely with buyout funds and operating teams to create value in the assets they own.

Prior to leading Private Equity, Ryan led Deloitte Consulting’s Technology Industry, where he and the team worked with the world’s most influential (and up and coming) Technology companies across the software, platforms, semiconductor, hardware, and consumer technology sub-sectors. Before Technology Industry, Ryan led Deloitte’s Technology, Media and Telecommunications investment fund, Deloitte Digital Central Region, and several of Deloitte's largest client relationships.

Ryan ‘grew up’ in Consulting digitizing his clients’ businesses, turning the old and complicated into the modern and simple. He provided both ‘born in the cloud’, and 30+ year old Technology companies a leg up in their growth and transformation: from strategy and advice, to changing business and operating models to be more Digital, often underpinned by large scale IT enabled business/digital transformations and commercial technology product modernization programs.

Ryan is a pioneer, with a unique capability to get things done, experienced leading high growth businesses and $1b+ P&Ls.

A future where more people have access to opportunities for creating wealth—it’s the promise of human-centered capitalism. Deloitte’s professionals bring a broad and powerful perspective that is experience-driven, strategic, and constantly evolving. Whether you’re in private equity, hedge funds, or mutual funds, Deloitte’s Investment Management practice can help you turn challenges into opportunities in an everchanging marketplace.

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.

Education:
The Wharton School at the University of Pennsylvania - M.B.A.
Vanderbilt University - B.A.

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.

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. 

Greg has been with Newlight Partners since 2021. He has over 15 years of technology and operational leadership experience in both start-ups and publicly traded companies. He is responsible for supporting portfolio companies in their data & technology needs.

Greg resides in Harlem, New York, with his wife and two children.

Newlight Partners LP is a growth-focused middle market private equity firm that builds businesses in partnership with exceptional founders and management teams. The Newlight team has been investing together since 2005, originally as the Strategic Investments Group at Soros Fund Management LLC, and now as Newlight after the team's spin-out in 2018. Newlight’s thematic investment approach focuses on identifying and addressing marketplace opportunities in rapidly growing subsectors. Newlight currently has over $4 billion in capital commitments and assets under management.

Raz is a member of the Value Creation Team. He has worked on a number of transactions including LSNE, Cambrex, DiversiTech, Cielo, Axiom, tkww, Lytx, and Reformation. Raz also leads procurement and insurance optimisation across all Permira companies.

Prior to joining Permira, Raz worked for Tyco International where he led global strategic initiatives for the CEO for three years. Before Tyco, he spent eight years at Cerberus Capital Management as a Private Equity Operating Executive. Raz started his career at General Electric, where he spent several years in Nuclear Energy, Water Treatment, and Corporate Audit Staff.

Raz holds Bachelor’s and Master’s degrees in Material Science and Ceramic Engineering from Alfred University, in NY, USA.

Spencer is a Director, Value Creation Team at Shamrock Capital. Prior to joining Shamrock, Spencer was a Manager in PricewaterhouseCoopers’ Transaction Services consulting group, leading financial and commercial diligence processes.

Spencer graduated with a B.S. in Finance & Accounting from the University of Southern California.

Shamrock Capital is based in Los Angeles and has approximately $6.2 billion of assets under management as of June 30, 2024. We invest through two distinct strategies: Private Equity and Content. Our Private Equity strategy makes majority and minority investments, including buyouts, growth equity and recapitalizations, in leading middle market companies across our target sectors. Our Content strategy invests in and/or finances entertainment IP and media rights across a diverse set of asset classes that includes film, TV, music, games, and sports. We believe we are uniquely qualified to invest in our target sectors given our rich heritage that traces back to 1978, when our predecessor firm was founded as the family investment company for the late Roy E. Disney. Today, Shamrock is a fully independent, institutionally backed firm with a leading group of investors including endowments, foundations, pensions and sovereign wealth funds.

Shamrock Capital leverages its 45+ year heritage to invest and partner with companies, founders, and creators that operate within the media, entertainment, content, communication, sports, marketing and education sectors.

Peter Kim is Head of GTM at WestBridge Capital where he works closely with portfolio company founders and their GTM teams to unlock growth.

Peter Kim is an experienced Executive who has spent the last 25+ years working for B2B software companies at different stages of growth and expansion.  Most recently, Peter was the Chief Sales Officer at Relativity, a legal tech software company, and scaled ARR from $200M to $500M+.  He was also a Sales leader at LinkedIn during its formative, hyper-growth years.  Earlier in his career he spent over a decade with Advent Software, a leading financial services technology company.  He graduated from the University of Illinois - Champaign/Urbana with a degree in Religious Studies and a minor in Philosophy. 

WestBridge Capital is a multi-stage investment firm managing $8B+ of evergreen capital with a mandate of investing in Indian-led companies. 

Michael Kingston is a Managing Director, Chief Information Officer for The Americas within the Global Portfolio Services team at The Carlyle Group. In his current role, Michael is part of a team that drives value creation by increasing the speed, scale and impact of technology. He is based in Washington DC.

Prior to joining Carlyle, Michael held various enterprise technology leadership roles across a number of global brands including L'Oreal, Neiman Marcus, Coach, Ann Inc and LVMH. During his career, he has led large enterprise digital transformations with an emphasis on data driven automation built on agile technology platforms. He began his career as a software developer with Castrol North America.

Michael holds a BA in Political Science from William Paterson University.

Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Global Investment Solutions. With $376 billion of assets under management as of June 30, 2022, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which we live and invest. Carlyle employs more than 1,900 people in 26 offices across five continents. Further information is available at www.carlyle.com. Follow Carlyle on Twitter @OneCarlyle.

Dave Kippola is an accomplished executive with over four decades of progressive experience in the Millwork and Marine industries. Currently serving as the Vice President of Global Operations at Trimlite, Dave oversees all manufacturing operations in North America and Asia. He leads the Engineering and Compliance teams and manages the Global Supply Chain and Logistics.

Before joining Trimlite, Dave had a distinguished career at Brunswick Corporation, where he held several high-level positions. Most notably, he served as the Vice President of Engineering and Product Development for Brunswick Marine Europe from 2010 to 2016, leading engineering and product development efforts across multiple international locations including Edgewater, FL; Belgium; Poland; and Portugal. Prior to this, he was the VP/Director of Project Management, BOM, Prototype Operations, and Sustaining Engineering for USM PD&E, where he directed key project management and engineering initiatives from 2005 to 2010.

Drew Kiran leads the Go To Market Practice at K1 Investment Management, a leading investment firm focusing on high-growth enterprise software companies globally. He brings more than 20 years of operating & consulting experience to partner with portfolio executives to execute organic and acquisition-based growth strategies.

Prior to K1, he held leadership roles at a number of SaaS companies where he implemented strategies to scale predictable and repeatable revenue engines. He also was a Co-Founder & Co-CEO of a start-up he scaled and successfully exited. He is passionate about helping businesses unlock their full growth potential and achieve significant EBITDA gains.

Jeffrey Klein is a Managing Director with Alvarez & Marsal’s Private Equity Performance Improvement in New York. He specializes in interim management for information technology (IT) initiatives, and is frequently engaged for IT pre-acquisition diligence, planning for mergers, acquisitions and divestitures, and TSA creation and analysis.

Mr. Klein brings deep expertise in developing and executing investment thesis-aligned 100-day IT plans and executing mission critical initiatives. With more than 20 years of experience delivering IT governance, IT strategy projects and financial reporting projects, Mr. Klein brings a unique background encompassing public accounting, operations and technology. He has led multiple IT and applications strategies (rationalization, selection, implementation and remediation) focused on financial applications, ERP, HRMS, CRM, portal, custom development, and cross-system reporting and integration.

Mr. Klein also brings extensive experience in: financial reporting engagements focused on improved executive information and expanded managerial reporting (analysis, forecasting and consolidation); Order to Cash, Procure to Pay and inventory management engagements focused on process improvements, increased controls and enhanced use of technology; and flash reporting and managerial reporting “packs” for private equity investors focused on speed, accuracy, control and automation.

He also brings deep expertise in M/A related engagements focusing on accounting applications, accounting processes and IT due diligence, post-merger integration and IT staff rationalization; and PMO’s focused on large scale application development and rollout, change management and organizational restructuring.

Prior to joining Alvarez and Marsal, Mr. Klein was a Director with the Technology Risk practice at Protiviti where he focused on IT operations, IT diligence and large scale project assessment and management. Before that, he was with Deloitte Consulting where he focused on ERP and CRM implementations. He was also a member of with the CIO Services practice of Deloitte, which focused on helping senior IT executives craft and execute business changing initiatives.

Companies, investors and government entities around the world turn to Alvarez and Marsal (A/M) for leadership, action and results. Privately held since its founding in 1983, A/M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.

With over 5,400 people across four continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A/M’s restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what’s really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.

To learn more, visit: alvarezandmarsal.com. Follow us on LinkedIn, Twitter and Facebook.

Matt founded Two Meter Capital to help GPs, family offices, and corporate venture groups to manage their portfolios through their harvest periods. Two Meter also collaborates with secondary funds to manage large and/or complex venture and growth portfolios.

Prior to 2MC, Matt logged a successful career as a growth-stage investor at Alpha Partners, Princeville Capital (which he co-founded), SoftBank Princeville, Investor AB and Canaan Partners, raising over $1B and generating outcomes including BigCommerce (BIGC), Criteo (CRTO), Fitbit (FIT/acq. by Google), Remitly (RELY), and Kabbage (acq. by Amex). Matt has also backed digital health businesses including Akili (AKLI), Komodo Health and Sword Health.

Matt began his career as an investment banker at Credit Suisse / DLJ. He received his AB in History from Harvard, graduating in three years and competing as a member of the varsity swim team. He lives in Silicon Valley with his wife and three children.

Two Meter Capital is a provider of strategic portfolio management services to venture/growth funds, family offices, and corporate venture groups that have entered their harvest periods. The firm also works closely with secondary funds to manage large and/or complex venture and growth portfolios. 2MC’s core suite of services includes portfolio tracking, management and reporting; follow-on financing support; exit origination; and service provider oversight. The 2MC team leverages a deep network of connections, decades of portfolio management and investment experience, and a sophisticated underlying technology platform to help its clients achieve their return and liquidity objectives. The firm currently manages an aggregate portfolio of over 180 early to pre-IPO stage companies on behalf of its clients. 2MC is based in Silicon Valley, California. For more information, please visit www.twometercapital.com.

As a private equity leader Persistent Systems, Punit collaborates with operating partners to create value for their portfolio company investments through modernization, faster go-to-market and digital transformation. With deep experience in bringing together an ecosystem of operating partners, M&A advisors and technology consultants, Punit unlocks new growth opportunities for portfolio companies while enhancing revenue, profitability and valuation.

Prior to joining Persistent Punit held leadership positions at HARMAN (acquired by Samsung). He holds MS in Computer Science and MBA from The University of Texas at Dallas.

With 30 years of software product engineering experience, Persistent Systems brings together the right expertise, operating models, and infrastructure required to help Private Equity firms derive value for software-focused portfolio companies throughout the investment lifecycle. Persistent combines deep technical expertise and industry experience to anticipate what’s next and answer questions before they’re asked.

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.

Yale has almost 20 years of consulting and industry experience in the high-tech, telecommunications, automotive, and retail industries. He specializes in large-scale transformation programs, and clients benefit from his functional expertise in turnaround initiatives focused on commercial transformation, sales effectiveness, go-to-market (GTM), and commercial and operational due diligence. Moreover, Yale’s consulting experience is considerably broad because of his service to various clients in North America and Asia. Prior to joining AlixPartners, Yale worked as a senior manager at a top-tier consulting firm serving hi-tech & telecom clients and began his post MBA career as a corporate strategy manager at LG Electronics where he developed go-to-market strategy focused on B2B solutions business which included LG’s core products and services. Yale has an MBA in strategy, finance and marketing from Northwestern University’s Kellogg School of Management and a bachelors degree in engineering from the University of Toronto.

For nearly forty years, AlixPartners has helped businesses around the world respond quickly and decisively to their most critical challenges – circumstances as diverse as urgent performance improvement, accelerated transformation, complex restructuring and risk mitigation.

These are the moments when everything is on the line – a sudden shift in the market, an unexpected performance decline, a time-sensitive deal, a fork-in-the-road decision. But it’s not what we do that makes a difference, it’s how we do it.

Tackling situations when time is of the essence is part of our DNA – so we adopt an action-oriented approach at all times. We work in small, highly qualified teams with specific industry and functional expertise, and we operate at pace, moving quickly from analysis to implementation. We stand shoulder to shoulder with our clients until the job is done, and only measure our success in terms of the results we deliver.

Our approach enables us to help our clients confront and overcome truly future-defining challenges. We partner with you to make the right decisions and take the right actions. And we are right by your side. When it really matters.

Mr. La Rosa joined Clearlake in 2017, bringing with him a wealth of experience exceeding two and a half decades in leading efficient teams dedicated to infrastructure, architecture, operations, security, DevOps, enterprise software, and cloud management. Before his tenure at Clearlake, he held the role of Chief Information Officer at Ivanti Software, where he directed a robust engineering team, tasked with strategic implementation in security, business software solutions, infrastructure, and cloud-based services. His prior roles include serving as both CTO and CIO at Purple Communications, where he played a pivotal role in delivering cloud based telecommunication services. Additionally, Mr. La Rosa has contributed his expertise as CIO and Chief Administrative Officer at Kinetics Group (formerly Celerity), steering intricate technological and product integrations during multiple mergers and acquisitions. He is an active member of the Board of Directors for BeyondTrust and holds a Bachelor of Science in Business Administration from San Jose State University.

Founded in 2006, Clearlake Capital Group, L.P. is an investment firm operating integrated businesses across private equity, credit and other related strategies. With a sector-focused approach, the firm seeks to partner with experienced management teams by providing patient, long term capital to dynamic businesses that can benefit from Clearlake’s operational approach, O.P.S.®. The firm’s core target sectors are technology, industrials, and consumer. Clearlake currently has over $80 billion of assets under management, and its senior investment principals have led or co-led over 400 investments. The firm is headquartered in Santa Monica with affiliates in Dallas, TX, London, UK, Dublin, Ireland and Singapore. Clearlake is lead by José E Feliciano and Behdad Eghbali, who have together built a team of investment professionals with a blend of sector and product capabilities through a history of long-term strategic partnerships with management to transform and grow companies. The team has approximately 400 years of collective experience with a focus on complex situations.

Irene LaCota serves as the Senior Director for Marketing Excellence at The Riverside Company, where she partners with management and deal teams to catalyze rapid transformation and drive profitable growth across the portfolio. With a career spanning over 25 years, Irene is a seasoned executive who straddles the realms of Fortune 500 companies and agile startups with equal finesse. Her expertise lies in B2B SaaS and B2C market expansion and value creation where she has consistently demonstrated her entrepreneurial acumen and leadership in steering businesses from inception to successful exits. Irene's background as a founder imbues her with a distinctive perspective that she leverages to guide C-suite executives through the complexities of scaling and exiting ventures. Her strategic insights are rooted in a solid educational foundation, holding a BS from Cornell University and an MBA with a focus on International Business from the University of North Texas.

The Riverside Company is a global investment firm focused on being one of the leading private capital and credit options for business owners and portfolio company employees at the smaller end of the middle market by seeking to fuel transformative growth and create lasting value. Since its founding in 1988, Riverside has made more than 1,000 investments. The firm's international private equity and flexible capital portfolios include more than 140 companies.

Ned Lanphier, along with Eric Larson, leads the Private Equity practice. He brings a wealth of experience with top-tier private equity clients and a deep knowledge of the product, engineering, and IT functional space. Prior to joining Riviera Partners, Ned built and led the Product & Technology practice for Bespoke Partners, where he conducted more than 80 successful searches. His placements have gone on to positively impact the portfolio companies of over 30 private equity firms, including Thoma Bravo, Bain Capital, TA Associates, Francisco Partners, Clearlake Capital, PSG, EQT, Crosspoint Capital, Gryphon Investors, GI Partners, and more. Prior to dedicating himself to search work, Ned held a variety of operating roles at Yelp, Intuit, and AdRoll Group in San Francisco. He holds dual B.A. degrees from Hobart College in Political Science and American Studies, and a minor in American history. While at Hobart, he competed on the College's lacrosse and squash teams.

Dan Lau is a tech executive with 15+ years of experience in management consulting with a focus on digital strategy and transformation.

He is currently the VP, Head of Business Development at Symphony, a global software development and design company, where he leads the private equity and consulting sectors, as well as sales operations and marketing efforts.

Prior to joining Symphony, Dan spent 7+ years at BCG, focused on driving digital transformations and building new businesses with industrial, distribution, and logistics clients. He has held leadership positions in sales and marketing at several of those early-stage companies and also ran a venture-backed startup in LA in the mobility space. Dan holds an MBA from the UCLA Anderson School of Management, and a mechanical and aerospace engineering degree from Princeton, with certification in Robotics and Intelligent Systems. He enjoys hiking, camping, and offroading with his wife and his dog.

Symphony is a leading software design and development company with 650+ technologists. Symphony’s clients range from Fortune 500 companies and leading Private Equity companies to the fastest-growing startups. Their enterprise clients rank them among the top 3 tech vendors in their network, while their startup clients have raised $12.5B+ in funding to date. Partnering with Private Equity funds, Symphony works with portfolio companies and helps to accelerate their business objectives through software, including building new revenue streams, digitizing processes, providing informed insights through data, and modernizing legacy tech.

Symphony has seven technology hubs in Southeast Europe and the Dominican Republic, alongside a Remote hub with consultants from different worldwide countries.

A former CIO with a passion for driving next-generation vision and strategy by leveraging technology to make meaningful contributions to organizations on issues that drive revenue. His experience focuses on Cloud Migration, Digital Transformation, Unified Digital Experience, and Data-Driven Decision Making. Jeffrey has implemented technology solutions across verticals such as CPG, Healthcare, Manufacturing, and Banking. Before Goldman Sachs, Jeffrey honed his experience at the companies such as Accenture, Coca-Cola, and Randstad Technologies. He’s calm under pressure and acts with courage and grace under fire. Jeffrey is a graduate of the Massachusetts Institute of Technology (MIT), where he honed his problem-solving skills. Married with two boys, his hobbies are golf (he’s no Tiger Woods), dancing, and fishing.

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.

Miten Marvania is a Managing Director at Blue Owl and member of the Business Services Platform team. In his role within Operational Advisory, Miten leads the IT and Cybersecurity advisory practice, which provides strategic thought leadership, best practice consulting and tactical support to GP Strategic Capital Partner Managers. Before joining Blue Owl, Miten was a Senior Vice President at Blackstone within their Portfolio Cybersecurity group. Prior to that, he was a co-founder, COO and CISO of Agio, a managed IT and Cybersecurity services company supporting alternative asset management firms. Miten received a BS in Computer Science from Rutgers University.

Mr. McKenzie joined Bain Capital in 2019. He is an Operating Partner on the Bain Capital Tech Opportunities team. Focused on enterprise software, he partners with management teams to support their value creation initiatives.
Prior to joining Bain Capital, Mr. McKenzie was the Chief Product Officer at automotive Mastermind, an automotive software company purchased by IHS Markit. He was also an Associate Director at JMI Equity, a technology focused growth equity firm. He began his career at LEK Consulting in Boston.

Mr. McKenzie received a Masters in Management Studies from the Fuqua School of Business and a BS in Economics with a minor in Film from Duke University.

About Bain Capital:
We are one of the world’s leading private investment firms with approximately $175 billion in assets under management that creates lasting impact for our investors, teams, businesses and the communities in which we live. Founded in 1984, we pioneered a consulting-based approach to private equity investing, partnering closely with management teams to offer the insights that challenge conventional thinking, build great businesses and improve operations. Over time, we have organically expanded this approach across asset classes to build one of the strongest alternative asset platforms in the world.

Today, our teams strive to create value through private equity, public equity, fixed income, credit, venture capital and real estate investments across multiple sectors, industries, and geographies. We believe that our people and the shared values we’ve espoused since our founding remain the core of our competitive advantage. This has empowered us to deliver an enduring impact to a diverse group of investors including pensions, endowments, foundations and individuals.

Ryan is an Operating Principal on the value creation team at Clearhaven Partners. Ryan joined the firm in 2024. Ryan works closely with Clearhaven portfolio companies and the Clearhaven investment team on a broad range of value creation initiatives.

Prior to joining Clearhaven, Ryan was an Operating Principal at Accel-KKR. Previously, Ryan was an Engagement Manager at McKinsey & Company, where he specialized in serving private equity portfolio companies and other businesses across B2B functions including growth strategy, go-to-market, sales excellence and pricing. Prior to McKinsey, Ryan was a public sector consultant at Deloitte & Touche based in Washington, D.C.

Ryan received an MBA with honors from the University of Chicago Booth School of Business. He also received an M.S. in Accounting from the University of Texas at Austin, and a B.S. in Information Systems Management, magna cum laude, from Auburn University, where he was a letterman on the track and field team.

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.

Patrick Mizer is an accomplished software executive with over fifteen years of leadership experience in Engineering and Product Development. At Blue Star, Patrick serves as the Portfolio CTO, overseeing the Product and Engineering Practices. He is responsible for product-driven value creation, technical due diligence, and the implementation of best practices across the portfolio.

Previously, Patrick ran Engineering and Product at Storable. He managed the team's growth from inception to $200 million in revenue. During his tenure, he successfully navigated multiple private equity transitions, led several strategic mergers and acquisitions, and developed Storable’s platform rationalization strategy, culminating in a $2 billion exit.

Blue Star Innovation Partners ("BSIP") is a Frisco-based investment firm that partners with leading software and payments companies.

By utilizing decades of operational experience, BSIP has deep functional expertise in all aspects of payments, software architecture, go-to-market strategy, pricing, partnerships, and M&A. BSIP combines a unique formula of top investment experience and talent along with unmatched operating experience to help businesses reach their full potential.

Mike Monagle is a principal based in our New York office, where he leads the day-to-day management of the portfolio operations function. He is currently a director of Accelerate Learning. Mr. Monagle is a co-chair of the firm's D&I committee and a member of the firm’s portfolio review, valuation and ESG committees. Before joining Providence in 2018, he was vice president of operations at Catalant Technologies, where he started and ran the solutions business including product strategy, sales engineering, and customer delivery and success. Previously, Mr. Monagle was a project leader at Boston Consulting Group and served as chief of staff to the chairman and CEO of Elsevier, the science, technology and medical information division of RELX plc. He serves on Princeton’s annual giving committee and is involved in the New York chapter of OUT Investors. Mr. Monagle holds a Master of Business Administration from Harvard Business School and a Bachelor of Arts from Princeton University.

Providence Equity Partners is a specialist private equity investment firm focused on growth-oriented media, communications, education, and technology companies across North America and Europe. Providence combines its partnership approach to investing with deep industry expertise to help management teams build exceptional businesses and generate attractive returns.

Since its founding in 1989, Providence has invested over $32 billion across more than 170 private equity portfolio companies. With its headquarters in Providence, RI, the firm also has offices in New York, London, Boston, and Atlanta.

For more information, please visit www.provequity.com.

Jeff is an Operations VP, Cybersecurity at Trive Capital, where his responsibilities include partnering with investment and management teams to develop and execute cybersecurity strategies and projects in support of Trive’s portfolio companies.

Prior to joining Trive, Jeff served in various professional services roles at Amazon Web Services (AWS), Viking Cloud (formally, Sysnet Global Solutions) and Protiviti, where he lead teams providing security architecture reviews, compliance assessments, penetration testing, forensic response and risk assessment engagements.

Jeff received his BBA in Management of Information Systems from the McCombs School of Business at the University of Texas at Austin and has been a Certified Information Systems Security Professional (CISSP) since 2010.

Trive Capital is a Dallas, Texas based private equity firm with over $7 billion in regulatory assets under management. Trive focuses on investing equity and debt in what it sees as strategically viable middle-market companies with the potential for transformational upside through operational improvement. We seek to maximize returns through a hands-on partnership that calls for identifying and implementing value creation ideas in a collaborative partnership with management teams. The Trive team is comprised of seasoned investment professionals who have been involved in over 100 middle-market transactions representing in excess of $10 billion in revenue across Trive’s targeted industry sectors and situations.

Tucker Moon is an Operating Vice President at Accel-KKR where he leads value creation for portfolio companies. Prior to joining Accel-KKR Tucker held leadership roles in corporate development and strategy and has ten years of consulting experience in revenue growth, EBITDA improvement, due diligence, and operational transformation. Tucker received an M.B.A. from the University of Chicago Booth School of Business, a M.S. in Industrial Engineering from Purdue University, and a B.S. in Industrial Engineering from the Pennsylvania State University.

Accel-KKR is a technology-focused investment firm with over $19 billion in capital commitments. The firm focuses on software and tech-enabled businesses, well-positioned for topline and bottom-line growth. At the core of Accel-KKR’s investment strategy is a commitment to developing strong partnerships with the management teams of its portfolio companies and a focus on building value alongside management by leveraging the significant resources available through the Accel-KKR network. Accel-KKR focuses on middle-market companies and provides a broad range of capital solutions including buyout capital, minority-growth investments, and credit alternatives. Accel-KKR also invests across a wide range of transaction types including private company recapitalizations, divisional carve-outs, and going-private transactions. The firm is headquartered in Menlo Park with additional offices in Atlanta, London, and Mexico City.

Jim Murphy is a Senior Managing Director at LLR Partners. Jim leads the Value Creation team for LLR as well as the Finance and Operations vertical. Jim has extensive experience in financial leadership and operational management for high-growth companies, experience he uses to support LLR’s portfolio companies.

Prior to joining LLR, Jim was CFO & COO at Greensmith Energy Management Systems, a leading grid-scale Energy Storage provider where he was instrumental in its rapid growth and ultimate sale in 2017 to Wartsila for $175M. Prior to Greensmith, Jim was COO and CFO at DDC Advocacy, a leading provider of SaaS-based software and services to the government affairs industry. DDC was sold to Omnicom in 2014. Prior to DDC, Jim was EVP and CFO at Cybertrust, a global leader in information security software, services, and solutions with over 1,000 employees in 40 countries. Jim helped Cybertrust grow from $8M to over $200M in annual revenue. Jim was instrumental in the sale of Cybertrust to Verizon in 2007 for ~$500M. Prior to Cybertrust, Jim held CFO positions at various private and publicly traded companies. In 2016, Jim was recognized as one of the Trending 40 – Top Tech CFO’s and in 2017 as the NVTC CFO of the year.

LLR Partners is a lower middle market private equity firm investing in technology and healthcare businesses. We collaborate with our portfolio companies to define high-impact growth initiatives, turn them into action and create long-term value. Founded in 1999 and with more than $5 billion raised across six funds, LLR is a flexible provider of equity capital for growth, recapitalization and buyouts.

Casey is an entrepreneur and software executive who has brought his breadth of operating expertise to Edison Partners. He joined the firm in 2022 to lead Edison Edge, their value creation ecosystem, managing a team of 10 Operating Partners, and the overall value creation strategy for Edison. A dynamic leader, Casey brings 25+ years of operator experience across a number of industries, size, & stage. Most recently at SundaySky, he led a multi-phased, multi-faceted seller-side process resulting in a successful $100M+ private equity exit. Prior to SundaySky, he served as a GTM executive at Exstream Software (subsequently, HP), helping grow revenues 5X in 4 years, and a successful strategic exit to HP in 2008. His roles and responsibilities have included executive management, business strategy & corporate development, along with multiple GTM leadership positions across sales, marketing, partners, product strategy, and customer success. Additionally, his broad experience across healthcare, financial services, insurance, telecom, retail, public sector, energy, real estate, travel & non-profits have enabled his ability to apply proven solutions to many types of challenges for growth stage software companies serving these industries.

Edison Partners is a leading growth equity firm providing the financial and intellectual capital that CEOs and their executive teams need to grow and scale their companies. The firm’s team brings more than 275 years of combined investing, operating and sector experience to each investment, accessible via the Edison Edge value creation platform, which is tailored to each business’ strategy, stage and operating needs. Edison targets high-growth vertical SaaS, financial technology, healthcare IT and marketplace companies located outside Silicon Valley with $10 million to $30 million in revenue. Investments also include buyouts, recapitalizations, spinouts, and secondary stock purchases. Named as a Top Growth Investment Firm by GrowthCap for two years running, Edison’s active portfolio has created aggregated market value exceeding $10 billion. Edison Partners manages $1.7 billion in assets. For more information on Edison Partners, please visit edisonpartners.com and follow on LinkedIn.

Vish is a leader in McKinsey’s Private Capital and Technology, Media & Telecommunications Practices. He helps companies make investment and corporate strategy decisions and works closely with software and IT-services clients to help proactively fuel sustainable growth. Vish co-leads McKinsey’s work at the intersection of software and private equity—serving a broad range of sponsors on buy-side, sell-side diligence as well as portfolio company transformations—and co-leads McKinsey’s work at the intersection of software and M&A.

Bala leads the Private Equity team for Infosys and brings c.25 years in the technology industry. Over the last decade, he has advised several PE firms on key technology opportunities and challenges holistically across the full investment cycle as well as specifically on key domain topics such as Digital. He has hands on experience in executing technology due diligence, carve outs, integration, cost takeouts, transformation and value creation projects on behalf of PE firms and/or the Management teams.

Bala has an MBA from INSEAD (France) as well as Masters in Software Engineering from SMU, Texas. Bala is a Djokovic super fan and enjoys weekend tennis games at his local club in London.

Jessica is a seasoned executive specializing in human capital value creation, with over 25 years of experience driving growth and transformation in complex business environments. Her expertise lies in aligning people and culture with investment and business strategy. Jessica has extensive operating, advisory, and consulting experience, leading at the executive level within public and private (PE, VC, and founder-owned/led) businesses across multiple verticals, including healthcare, tech/SaaS, and tech-enabled service companies. In these roles, she has led global teams and functions, broad-scale change initiatives, M&A activity across multiple successful transactions, business optimization, and culture transformation to achieve sustainable results. She excels at coaching individuals, teams, and businesses to thrive.
Prior to her work within private equity, her most recent operating experience was as Chief People Officer at Rhapsody, an Hg Capital portfolio company. As one of the top executives at this global healthcare technology company, built through a public company carve-out and competitive acquisition plus three strategic add-ons, she was responsible for the strategic transformation of the business from a single-product company to a diversified enterprise-solution platform. Under her leadership, the company grew revenue and EBITDA exponentially, significantly increased enterprise value, and navigated a successful transaction inside of 4 years. She led people & culture, IT, M&A integration, and other critical business initiatives during her tenure.
Jessica also contributes her strategic insights and leadership as a Board Member of non-profit organizations.

Andrew is a partner in PwC’s Rapid Value Delivery practice where he leads the Consumer vertical of 100+ people. He works with private equity clients on operational and commercial diligence as well as portfolio company value creation. Andrew combines a data and analytics based approach to identifying value levers while working closely with management, operating partners and the deal team to drive alignment and focus on outcomes. Andrew has extensive experience across the consumer and retail spectrum, with a particular focus on multi-site and roll-up consumer and business services.

Hoyoung has extensive experience in both management consulting and industry executive roles in applying AI to the Private Equity, Consumer, Retail, and TMT industries. In addition, he has expertise in consumer insights, retail analytics, pricing, and digitally enabled operations. Prior to joining AlixPartners, Hoyoung was Chief Operating Officer (COO) at a global design and packaging graphics firm. In this role, he has driven an enterprise-wide transformation that reduced costs for the company by 30% using a combination of offshoring and automation.

For nearly forty years, AlixPartners has helped businesses around the world respond quickly and decisively to their most critical challenges – circumstances as diverse as urgent performance improvement, accelerated transformation, complex restructuring and risk mitigation.

These are the moments when everything is on the line – a sudden shift in the market, an unexpected performance decline, a time-sensitive deal, a fork-in-the-road decision. But it’s not what we do that makes a difference, it’s how we do it.

Tackling situations when time is of the essence is part of our DNA – so we adopt an action-oriented approach at all times. We work in small, highly qualified teams with specific industry and functional expertise, and we operate at pace, moving quickly from analysis to implementation. We stand shoulder to shoulder with our clients until the job is done, and only measure our success in terms of the results we deliver.

Our approach enables us to help our clients confront and overcome truly future-defining challenges. We partner with you to make the right decisions and take the right actions. And we are right by your side. When it really matters.

Mark Papp is the President of Tide Rock YieldCo. Mark is responsible for the oversight of Tide Rock YieldCo's portfolio companies and the implementation of Tide Rock's value creation playbook. He works closely with portfolio company CEOs to deliver business results and execute company strategies.

Prior to joining Tide Rock, Mark was a Value Creation Director with Vista Equity Partners. Earlier in his career he worked in transformation at Hewlett Packard Enterprise and Micro Focus, in consulting at Bain & Company and in brand management at Procter and Gamble. Mark holds a Master in Business Administration from the University of Chicago Booth School of Business and a Bachelor in Business Administration (Summa Cum Laude) from the University of Cincinnati.

Mark lives in the San Diego CA area with his wife Laura and children Alexander (9), Andrew and Lily (both 6).

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.

Michael recognizes that an effective response requires an integrated approach with blended skillsets across the incident command, forensics, containment, recovery, and remediation work-streams. He has almost 25 years of technology and cybersecurity experience in both industry & global consulting.

After spending many years building and leading programs to defend GE’s intellectual property against advanced threats, he co-founded managed detection and response (MDR) firm Morphick, which was recognized by Gartner as a “pioneer” in the MDR services market and ranked among the top firms to hold the NSA CIRA accreditation for incident response services.

Following the acquisition of Morphick by Booz Allen Hamilton, Michael led cybersecurity practices for global consulting firms, advising clients on cybersecurity strategy, incident response, and M&A transactions.

Enduir Cyber is the leading cybersecurity firm focused on Private Equity value creation.

In today’s market of fast paced transactions, cross industry investments, and a focus on technology enablement; Private Equity firms need a cybersecurity partner that understands the complexities of the M&A lifecycle.

Enduir’s Private Equity Portfolio Resilience (PEPR) Program™ delivers value from pre-close diligence all the way through sell-side preparation. We closely tailor each PEPR program with the Operating Partner to mitigate risk and build Portfolio cyber resilience throughout the investment period. When cyber incidents do occur, Enduir provides a white-glove Incident Command service to respond, recover, and get the PortCo back to business.

Adam is a senior leadership executive who helps companies deliver increased profitability through business and operational transformation. He has close to 30 years of experience in developing and managing high-impact programs for companies across a wide range of industries spanning operational diligence, merger/integration, carve-out/divestiture, enterprise-wide transformation and turnaround situations.

He has extensive experience in leading complex programs focused on top line growth and sustainable cost realignment involving such topics as product development/R&D optimization, third-party spend reduction, G&A cost optimization, general labor productivity, technology strategy and digital transformation.

Adam’s combined background in business and technology operations enable his clients to gain a unique insight to operational value both internally and client facing.
Prior to his consulting career, Adam was a Staff Sergeant in the USMC serving combat tours in the Middle East.

Function and Specialization
Adam specializes in enterprise value creation, deal execution, technology enabled business transformation, operational diligence, divestiture/carve-out, technology integration and convergence, enterprise systems optimization, organizational and operating model development

KPMG is one of the world’s leading professional services firms. Our global organization of firms has more than 240,000 professionals serving clients in 145 countries and territories, providing innovative business methodologies and audit, tax and advisory services to many of the world’s largest and most prestigious organizations.
Our Private Equity practice is a fully integrated, cross-functional team of 1,500 professionals, including 250 partners, focused on serving private equity firms and their portfolio companies. Our experience professionals understand the dynamic nature of the private equity marketplace and it’s enormous growth potential.
Our professionals bring passion and a fresh approach to the issues that challenge our private equity clients through their entire lifecycle, from structuring funds to realizing value.

Eli Potter is a Vice President of IT Systems and Data at Insight Partners, advising startups on enterprise applications at scale. She has a proven history of building capabilities that transform technology into critical business value. Two of her many talents include breaking down complex problems and making order out of chaos.

Eli served as a Sr. Director of Enterprise Applications and Architecture at Coinbase scaling platforms for rapid crypto adoption. As a Sr. Director of Data Platform Engineering at Autodesk she fundamentally changed the product and engineering culture. As VP of Managed Services Product & Technology at Service Source she served on the Salesforce Service Cloud Advisory board.

Eli brings a wealth of experience working across many functional areas including B2B, B2C, finance, customer experience, marketing, data, crypto, entrepreneurship and innovation. She is a thought leader who is sought after by organizations to challenge the status quo, connect people with ideas and accelerate growth.

Since 2017, Eli has been volunteering at Carnegie Mellon University to teach graduate students about crypto, AI, innovation, entrepreneurship and technology. She is passionate about growing the next generation of STEM leaders and has helped many startups with product-market-fit. While at Coinbase, she served as the Executive Sponsor for the Women’s ERG.

Eli holds an MS degree from Carnegie Mellon, BS degree from Sonoma State University and has completed Y Combinator’s Startup school.

Insight Partners is a venture capital and private equity firm based in New York City, investing in growth-stage SAAS companies. ScaleUps are on the most difficult part of their journey: turning initial viability into exponential growth and long-term success. A decision can mean flight or free fall. That’s where a trusted partner comes in. For over 25 years we’ve partnered with the world’s leading software ScaleUps, providing the capital, operating guidance, and expansive network companies need to propel growth for the long term – and soar. Our obsession with software has produced a habit of success. We recognize industry patterns, emerging tech markets and software trends. We deploy our three core pillars-scale, focus and experience – to help companies capture value and generate long-term business success.

Mr. Richards is Chief Operating Officer in Marlin Operations Group, Inc., focused on overseeing internal and third-party operating resources and developing and implementing operational best practices.

Mr. Richards has over 19 years of international experience in transactions, turnarounds and performance improvement. Previously, Mr. Richards was a partner in the transactions group at Ernst & Young, most recently serving as the head of working capital services for the Americas, where he advised private equity sponsors and their portfolio companies on value creation strategies throughout the investment lifecycle. Prior thereto, he was Vice President of Strategy & Business Development at Axon Group plc, a global technology advisory and outsourcing firm, first in Europe and later as a founding member of the Americas business unit, which he helped to grow from launch to $250 million in five years, until its acquisition by HCL in 2008. During his tenure at Axon, Mr. Richards led geographic expansion and sector growth initiatives, conducted acquisition diligence and integration activities, and oversaw transformation programs for clients worldwide. Mr. Richards earned a B.Sc. honors degree from Bristol University and an M.B.A with distinction from Columbia Business School.

*Members of the Operations Group assist Marlin in its operational due diligence, financing and other transactional support for prospective and consummated transactions and in its post-closing operating and other initiatives for portfolio companies, including manufacturing, sales, marketing, finance, tax, technology, information technology, debt and equity financing, legal, real estate/facilities management, financial planning and analysis, human resources, acquisition integration, data analytics, procurement and other services. Operations Group members are either employees of Marlin Operations Group, Inc., an exclusive consulting firm affiliated with Marlin Management Company, LLC, or independent contractors. Subject to limited exceptions, Operations Group members are not employees of Marlin Management Company, LLC and are compensated by portfolio companies and/or investment funds sponsored and managed by Marlin and its affiliates (including the Fund and other investment funds that may be formed in the future) (collectively referred to herein as the “Marlin Funds”), and such compensation is not covered by the management fee paid by a Marlin Fund.

Marlin Equity Partners is a global investment firm with approximately $9 billion in capital commitments. The firm is focused on providing corporate parents, shareholders and other stakeholders with tailored solutions that meet their business and liquidity needs. Marlin invests in businesses across multiple industries where its capital base, industry relationships and extensive network of operational resources significantly strengthen a company’s outlook and enhance value. Since its inception, Marlin, through its group of funds and related companies, has successfully completed nearly 250 acquisitions. The firm is headquartered in Los Angeles, California with an additional office in London.

Kyle Roemer is a Managing Director and Head of Catalyst Group at Incline Equity Partners. Kyle started and leads the Catalyst Group, Incline’s value creation team. He is focused on accelerating the growth of their portfolio companies through improvements in technology, go to market, operations and talent. Kyle has spent the majority of his career in the technology industry and aims to take more of those practices to traditional industries and businesses. Previously, Kyle worked as a Practice Director for Slalom Consulting, a global technology and management consulting firm, where he held senior leadership positions across software engineering, cloud, data and analytics.. Prior to Slalom, Kyle was a Senior Consultant at West Monroe Partners. Kyle received his B.S. in Computer Information Systems and International Business from Indiana University.

Incline Equity Partners, headquartered in Pittsburgh, Pennsylvania, is a private equity firm investing in manufacturing, distribution and business services companies. Incline is generally seeking growing companies with enterprise values of $25 – $750 million. Incline's typical investment types are ownership transitions for privately held businesses, buyouts and corporate divestitures within the U.S. and Canada.

Chris is the Chief Investment Officer at 5T Wealth and is dedicated to working with our clients to create customized investment and financial planning solutions. Chris brings additional investment experience to 5T Wealth along with analytical capabilities and empathy to his work with clients. Chris joined 5T because he found a firm that resonated with his desire to put the clients first and treat them like family. Chris says “I believe that great financials advisors take the time to really understand their clients first. You need to understand the client’s situation and goals before you can know what investment strategies or estate planning strategies are right for them."

Prior to joining 5T Wealth, LLC, Chris served as a Founding Partner and Senior Advisor for Delegate Advisors. At Delegate Advisors, Chris worked with families to create financial plans based out of the San Francisco office. Prior to Delegate, Chris worked as a Manager at Brownson, Rehmus & Foxworth (“BRF”), a financial advisory firm based in Menlo Park, California. Before BRF, Chris worked in Accenture’s Strategic Planning and Analysis group and in JP Morgan Asset Management’s Equity Research group.

Chris graduated cum laude from Georgetown University with a double major in accounting and finance. He also holds the Chartered Financial Analyst designation and the Certified Divorce Financial Analyst designation. He lives in Napa with his two sons, Alex and Nathan, and is an active member of the Napa community. Chris serves on the Board of Directors for ParentsCAN and on the Napa Advisory Board of 10,000 Degrees. He is also a volunteer coach for Napa United.

5T Overview: 5T was founded to be the trusted primary advisor for individuals and families who are seeking long term financial security and wish to use their personal and financial resources to make their lives more meaningful for themselves, their families, and their community. 5T works with clients to develop financial and investment plans to help them achieve their unique objectives. They provide all clients with investment management and wealth planning services. For select clients, 5T also provides family office services, including bookkeeping, bill pay, cash flow planning, charitable entity management, and many others.

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.

Alan Rozet joined CD&R in 2022 and is engaged in accelerating digital value creation across the portfolio and executing technical diligence. Prior to joining CD&R, Alan worked in technology strategy and digital operations consulting in financial services, entertainment, and e-commerce, most recently as a Senior Engagement Manager at Keystone Strategy. Alan also spent an academic year as an Adjunct Lecturer at City College of New York through the Tech-in-Residence Corps, delivering a course sequence on building machine learning products. Alan holds a M.S. in computer science from Columbia University, a B.A. in human evolutionary biology from Harvard College, and is currently pursuing an M.P.H. from UCLA.

Founded in 1978, CD&R is a leading private investment firm with a strategy of generating strong investment returns by building more robust and sustainable businesses through the combination of skilled investment experience and deep operating capabilities. In partnership with the management teams of its portfolio companies, CD&R takes a long-term view of value creation and emphasizes positive stewardship and impact. The firm invests in businesses that span a broad range of industries, including industrial, healthcare, consumer, technology and financial services end markets. CD&R is privately owned by its partners and has offices in New York and London. For more information, please visit www.cdr-inc.com and follow the firm’s activities through LinkedIn and @CDRBuilds on X/Twitter.

Tim leads client strategy at Upwork where he helps leaders transform their businesses through the adoption of on demand talent solutions. He began his career as an early stage member of Mark Cuban's broadcast.com and, once acquired, he became the chief solutions officer at Yahoo!. He is also the author of five books, including the New York Times bestseller, Love is the Killer App: How to Win Business and Influence Friends.

Upwork is the world’s work marketplace connecting millions of businesses with independent talent around the globe. Help your portfolio companies find the on-demand talent they need because without effective execution, strategy only gets you so far.

Learn more about our partnership opportunities at upwork.com/enterprise/private-equity

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.

Avra leads the Value Creation practice at Lead Edge Capital, where she is responsible for partnering with the portfolio to achieve the investment thesis, evaluating opportunities during due diligence, and determining ways to improve our ability to support sustainable long-term success for the portfolio.

Most recently Avra built out the Revenue Strategy & Operations practice on Vista’s GTM consulting team. Prior to her life in private equity, Avra spent over a decade as a GTM Strategy & Operations practitioner in the SaaS space. She has experience scaling companies across a wide range from $10M to $1B+ across vertical and horizontal software solutions. She has worked across a variety of end-markets ranging from customer experience, marketing & consumer generated content, cyber security, recruiting, healthcare solutions, transportation, employee safety, compliance, revenue optimization, and sales efficiency among others. Prior to her career in SaaS, Avra was a corporate attorney focused on M&A, Private Equity & Securities law.
Avra earned her juris doctorate at the University of California, Berkeley and her B.A. at the University of California, Santa Barbara. Avra is based out of the firm's NY office, where she travels frequently, but lives full time in Austin, Texas.

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.

Thomas is a Managing Director at Crosslake Technologies where he leads Crosslake’s Sell-Side Advisory practice for 500 private equity firms and their portfolio companies. As a trusted advisor to private equity operating partners, Thomas has delivered 400+ technology due diligence assessments as a technical advisor and guided investors through the complexities of hundreds of M&A integrations in the software industry. Prior to Crosslake, Thomas was co-founder of Corsis LLC, a software and IT services business that was acquired by Crosslake in 2021. He is the co-author of a book on IT project management and has industry expertise in Ecommerce, Media, Governance Risk and Compliance, and Human Capital Management.

As advisors on 4,000+ private equity tech deals over the last four years, Crosslake is the firm investors call to understand what good looks like. The hands-on technical expertise of our 250+ practitioners is underscored by Crosslake’s objective TechIndicators®, based on thousands of prior M&A transactions. Our capabilities in tech due diligence, value creation and exit readiness are supported by accelerated delivery from our Build practice, cyber and risk solutions from our cybersecurity practice, and operational insights from our suite of proprietary, data-based applications.

From diligence through exit, we’ve helped more than 500 firms and 1,000 portfolio companies create value and make technology make a difference.

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

Mark Sinatra is a 7-time Inc. 5000 list CEO who is currently CEO of Aspen HR – one of the fastest growing PEOs in the country. Prior to Aspen HR, Mark was CEO of Staff One HR (acquired via a search fund) which was a Dallas-based PEO that he sold in 2017 to Oasis Outsourcing. Mark was president of Oasis’ Western region through their sale to Paychex in 2019.

Mark is an MBA graduate of the Wharton School of Business and holds a BA in Economics from Fordham University. Locally, he is an active member of YPO (Young Presidents Organization) and a partner with Social Venture Partners. Mark enjoys spending time with his family and playing tennis and basketball.

Aspen HR is a white-glove PEO that provides private equity funds and their portfolio companies with cost effective employee benefits, streamlined payroll and expert HR guidance. Aspen has a unique product and service offering such as HR due diligence on acquisitions, add-on acquisition transition support, white-glove service and tailored benefit plans that are customized for the financial sponsor. Aspen serves clients in all 50 states and holds the industry’s prestigious ESAC accreditation. Aspen HR has been recognized each of the last two years on the Inc. 5000 list as one of the fastest-growing privately-held companies in the country.

Representing Aspen HR at the PEI Operating Partners Forum is Mark Sinatra (CEO, Jenny Souksavath (Co-founder and COO), and Katherine Burrow (PE channel director).

Saurabh has diverse experience across multiple industries and has helped many organizations realize tangible revenue growth and cost savings across various functional areas.

More specifically, Saurabh specializes in end-to-end company transformation including growth strategy, commercial effectiveness, services optimization, customer success, field operations, product portfolio optimization, org transformation, and M&A and divestitures. He has advised multiple clients including large public and private institutions in industries such as Technology, Telecommunications and Finance.

He holds an MBA from the Duke University’s Fuqua School of Business and a BE in Computer Science from Delhi University.

Alix Partners

For nearly forty years, AlixPartners has helped businesses around the world respond quickly and decisively to their most critical challenges – circumstances as diverse as urgent performance improvement, accelerated transformation, complex restructuring and risk mitigation.

These are the moments when everything is on the line – a sudden shift in the market, an unexpected performance decline, a time-sensitive deal, a fork-in-the-road decision. But it’s not what we do that makes a difference, it’s how we do it.

Tackling situations when time is of the essence is part of our DNA – so we adopt an action-oriented approach at all times. We work in small, highly qualified teams with specific industry and functional expertise, and we operate at pace, moving quickly from analysis to implementation. We stand shoulder to shoulder with our clients until the job is done, and only measure our success in terms of the results we deliver.

Our approach enables us to help our clients confront and overcome truly future-defining challenges. We partner with you to make the right decisions and take the right actions. And we are right by your side. When it really matters.

Sonal is a Senior Operating Advisor at Hellman & Friedman, where he is focused on helping the Firm drive value by improving the operational effectiveness of H&F’s portfolio companies. Prior to H&F, Sonal worked at Visa, leading Cross-Border Strategy & Execution and previously as Global Head of Business Transformation. Before that, he was an Associate Partner at McKinsey & Company.

Karina is a seasoned human capital executive with wide-ranging experience in organization design, building & scaling organizations, leadership assessment, executive recruiting, and succession planning. Currently, Karina leads the Human Capital at Clearlake where she focuses on Talent management across Clearlake’s portfolio companies.

Prior to joining Clearlake, Karina co-led Human Capital Practice at Advent International where she focused on Human Capital Management across Advent’s portfolio companies, including leadership assessment, and growing network of top senior executives for CXO, Board, and Operating Partner, and Advisor roles. Prior to Advent, Karina was a Talent Partner at Softbank where she focused on Talent Practice for the Vision Fund and SoftBank Group portfolio companies. Previously Karina served as a Partner, Human Resources at Andreessen Horowitz. Prior to Andreessen Horowitz, Karina worked as a CHRO at Nuru International, an US non-profit organization with operations in the US and Africa, as well as held Recruiting roles in Europe at McKinsey & Company, and at CitiBank.

Karina holds a Master degree in Psychology from Warsaw School of Social Psychology.

Katie Solomon is Managing Director, Talent Management at Genstar Capital. She works across the firm’s portfolio to help drive growth through the identification, assessment and acquisition of talent. Katie brings experience in recruiting, investor relations, finance and consulting to her role at the firm.

Prior to joining Genstar in 2011, Katie was Vice President, Human Capital and Investor Relations at Vector Capital. Previously, she worked in executive search at Russell Reynolds Associates where she focused on recruiting senior level executives to private equity and venture backed companies. Before that, Katie led the marketing team at Harvard Business School Career Services and directed the global investment banking recruiting department at Robertson Stephens. Katie began her career as a Consultant with Bain & Company where she advised both Fortune 500 companies and private equity firms and their portfolio companies.

Katie received her B.A. Phi Beta Kappa, and her M.A. from Stanford University. She received her M.B.A. from the Stanford Graduate School of Business

Capital (www.gencap.com) is a leading private equity firm that has been actively investing in high quality companies for over 30 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of strategic advisors to transform its portfolio companies into industry-leading businesses. Genstar currently has approximately $49 billion of assets under management and targets investments focused on targeted segments of the financial services, healthcare, industrials, and software industries. The firm closed Fund XI in April, 2023 with approximately $12.6 billion in total commitments. Genstar’s vision is to help build lasting, impactful companies that will continue to succeed well beyond their ownership.

Jamey Spencer is a Managing Director at Hall Capital Partners LLC and a member of the firm’s Portfolio Management practice in San Francisco. He is responsible for developing investment strategy and constructing and managing client investment portfolios. Mr. Spencer also serves on the firm’s Investment Review Committee. Prior to joining the firm in 2021, Mr. Spencer was a Senior Vice President at Jordan Park, where he led the firm’s private investment efforts. Previously, Mr. Spencer was a Managing Director in the Private Client Practice and co-managed the Co-Investments team at Cambridge Associates. He has spent nearly two decades focused on private investments, including previous experience with The Riverside Company, Morgan Creek Capital Management, Fort Point Capital, and Kayne Anderson Capital Advisors, and began his career in energy M&A and corporate finance with J.P. Morgan.

Hall Capital Partners builds, manages, and oversees multi-asset class portfolios for families, endowments, foundations, and other clients. Our reputation has been built on our personal touch, managing portfolios for and delivering strategic advice to clients. The firm is a privately owned, independent, registered investment adviser with 192 employees and offices in San Francisco and New York as of December 31, 2023.

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.”

Paul is responsible for working with the leaders of ParkerGale’s portfolio companies to improve their growth strategies, including sales, marketing, and leadership team effectiveness. Prior to joining ParkerGale, Paul worked in the Leadership and Talent practice at Bain & Company. At Bain, he also led private equity, merger integration, and performance improvement client engagements across a variety of industries. Earlier in his career, Paul worked for a boutique financial research firm and an international retailer. He was also a professional lacrosse player for Major League Lacrosse. Paul holds a BSBA in Management from Bucknell University and an MBA from the Wharton School at the University of Pennsylvania.

ParkerGale is a small private equity firm that buys profitable technology companies with revenue between $10 million to $30 million. We help people build products that matter and cultures that last so that their companies can grow and their teams can thrive. We also introduce processes that scale, so you can hit your growth targets predictably. Our investment philosophy has been honed over more than two decades of experience working with and investing in technology companies. We’re focused and deeply engaged with our portfolio companies, and we try not to take ourselves too seriously.

Barclay is a Managing Director with nearly two decades of experience advising startups, middle-market, and Fortune 500 companies. His balance of finance and operational expertise allows him to develop strategies with C-level executives and then effectively implement them within the organizations he serves.

At Accordion, Barclay has advised clients in the retail/consumer, education, industrials, business services, and SaaS industries. He recently spent 18 months leading the commercial integration of Accordion’s largest acquisition to-date, a 600+ person data & analytics provider based out of Hyderabad, India. He played an integral role in the development of the combined go-to-market strategy, creation and rollout D&A enabled-solutions, and a hands-on role in closing the first 30+ engagements delivered via global teams.

Before joining Accordion, Barclay consulted for an overseas, VC-backed location-based entertainment (LBE) company looking to expand into the US market. He developed the business plan, 3-statement financial models, created site proformas, and developed the location rollout framework to determine funding requirements. Previously, Barclay launched his own startup in the food-tech space, developing an asset-light, crowd sourced marketing platform that allowed online content creators to turn recipes into shoppable meal-kits.

He also served as CFO & COO for the high-growth apparel company, Faherty Brand. There, he accelerated production and shifted sourcing strategy to deliver $1M+ in free-cash flow in year-one. He oversaw the company’s retail roll-out, initiated a quarterly close process, compiled historical financials, and brought all tax deadlines on-calendar, all while the business was growing 100%+ YoY.

Barclay began his career at Ralph Lauren, where he worked for 9 years in sourcing & manufacturing, project management, store FP&A, and, ultimately, as the Director of Finance & Operations for the Club Monaco Ecommerce division.

He graduated from Bucknell University with a B.A. in Economics (finance concentration) and a minor in Chinese.

Gary Survis blends a unique combination of marketing innovation and sustainability strategy. As an Operating Partner at Insight Partners, Gary has been engaged with Insight’s over 500 portfolio companies as leader of Onsite’s Marketing Center of Excellence. Gary focuses on strategic branding, category creation, and driving tactical excellence to propel scaling organizations’ growth. He has also been driving Insight’s strategy to infuse the power of generative AI into operations and deliver operational efficiency and greater effectiveness.

Gary has been a lecturer at the University of Pennsylvania’s Wharton School for over 10 years on the topic of sustainability and business. His current MBA course on Environmental Sustainability and Value creation focuses on leveraging tactical strategies to drive growth.

Beyond his primary role, Gary serves as a Board Member at Ceres Imaging in the agtech space and a board observer for 6Sense, a leader in account based and intent marketing.

Previously, as Chief Marketing Officer and General Manager at Precisely, Gary effectively merged traditional marketing strategies with digital innovations, helping the company navigate the disruptions from big data.

Gary holds a Bachelor's degree in Business from The Wharton School and an MBA in Marketing from NYU Stern School of Business.

As a sought-after speaker, Gary Survis delivers direct, actionable insights on the integration of generative AI in marketing, the importance of sustainable business practices, and strategies for achieving growth amidst technological disruption. His approach is both informative and inspiring, ensuring audiences are equipped with the knowledge to navigate the complexities of modern business landscapes.

Mr. Thurow joined Dunes Point Capital in 2022.

Prior to joining Dunes Point Capital, Mr. Thurow was a Senior Principal with Dean & Company where he worked on strategy and due diligence consulting assignments for private equity, fortune 500, and startup clients.

Mr. Thurow received a B.S. in Mechanical Engineering from M.I.T., an M.S. in Mechanical Engineering from Stanford University, and an M.B.A. from the M.I.T. Sloan School of Management with a concentration in Strategy.

Dunes Point Capital ("DPC") is a family office and private investment firm, pursuing control investments in companies operating in the general industrial and business services sectors. DPC targets companies with enterprise values of up to $1 billion. For more information, please visit www.dunespointcapital.com.

Tony Totta currently serves as Executive Vice President at eShipping, a leading logistics company headquartered in Kansas City, Missouri. Tony brings over two decades of experience in corporate leadership and private equity relationships.

Upon joining eShipping in 2009 in business development, Tony has played instrumental roles in the company’s growth. In 2011, Tony assumed leadership of eShipping’s Client Services division, enhancing
operational efficiency and employee development frameworks. In 2013, Tony spearheaded the development and launch of eShipping Exchange, a pivotal partnership sales channel. Today, as Executive Vice President, Tony embodies the principles of purpose-driven leadership and holistic personal growth. His focus extends beyond traditional sales responsibilities and encompasses operational excellence, nurturing private equity relationships, and fostering strategic partnerships crucial to eShipping's
expansion.

Tony earned a Bachelor of Science in Psychology from Clearwater Christian College and a Master of Business Administration from The Helzberg School of Management at Rockhurst University. He resides in
Parkville, Missouri, with his wife, Sarah, and their four children, Anthony, Angelina, Roman, and Dominic.

Ercan Ucak is a Vice President at Cerberus Technology Solutions (“CTS”), the Tech Operating group within Cerberus Capital Management. Mr. Ucak began his career as a Data Scientist serving various US Government agencies within the Defense / Counter-Intelligence community, where he leveraged his background in Statistics to develop ML / AI models to solve complex problems for the three letter agencies. He eventually joined CTS in Nov 2019, utilizing his deep technical expertise to drive Data & Analytics transformation and Enterprise Value Creation across numerous Cerberus investments.
Founded in 1992, Cerberus is a pioneer in alternative investing with approximately $60 billion in assets across complementary credit, private equity, and real estate platforms.

Alexis Underwood joined Wynnchurch in 2024 as Managing Director of Commercial Excellence, Go-to-Market and Pricing. She partners with portfolio company leadership teams to improve their Sales, Product Management and Pricing capabilities to drive increased profitability. Prior to joining Wynnchurch, Alexis spent 16 years at Koch Industries where she held various leadership roles realizing key commercial bets at recently acquired companies across consumer goods, packaging and building products. Alexis holds a B.A. in Communications with a Concentration in Commerce from the University of Pennsylvania, Annenberg School for Communications & Wharton School.

Wynnchurch Capital, L.P., headquartered in the Chicago suburb of Rosemont, Illinois with an affiliate in Canada, was founded in 1999, and is a leading middle-market private equity investment firm. Wynnchurch’s strategy is to partner with middle market companies in the United States and Canada that possess the potential for substantial growth and profit improvement. Wynnchurch Capital manages a number of private equity funds with $9.2 billion of regulatory assets under management and specializes in recapitalizations, growth capital, management buyouts, corporate carve-outs and restructurings.

Russell Uyeda is an Operating Partner of HGGC, Operational Resource Group. Russell advises the firm and portfolio companies in a broad range of technology matters, including generative AI, cybersecurity, digital transformation, IT strategy, cloud computing, and M&A integration.

As a 4x CTO and CIO, Russell has an extensive technology background in Fortune 500 and private equity across consumer-packaged goods, software, media & entertainment, manufacturing & distribution, and health & wellness.

Earlier in his career, Russell held senior executive positions at NBCUniversal and Capital Brands. He holds an MBA from the University of Southern California, Marshall School of Business and a BS in Management Science from UCSD.

HGGC is a leading middle‐market private equity firm with over $6.9 billion in cumulative capital commitments. Since 2007, HGGC has completed 600 portfolio investments and transactions with a total enterprise value of over $71 billion in technology, business services, financial services, and consumer enterprises.

David is partner in RSM’s Transaction Advisory Services (TAS) practice and a national leader for the TMT industry. David is an enterprise account leader for some of RSM’s top private equity clients. David has advised on 500+ transactions, including platform, add-on, and carve-out transactions, primarily ranging from $5 million to $1 billion in revenue. David collaborates with his clients throughout the transaction lifecycle of their investments (both pre- and post-close), including providing input and recommendations on post-closing value creation, accounting enhancements, and business process improvements.​

Ms. Wayne is a Managing Director and serves as Head of Procurement at Hunter Point Capital.

Ms. Wayne has worked in procurement for over 15 years. Prior to joining HPC, Ms. Wayne was the Director of Portfolio Procurement at SK Capital Partners, a global private investment firm, where she built a leverage procurement program that drove significant savings for SK’s portfolio companies. Prior to that, Ms. Wayne was Vice President at Blackstone where she supported over 200+ portfolio companies in driving cost reduction through procurement optimization. Ms. Wayne has also held procurement leadership positions at J.Crew Group and Citibank and began her career at GEP, a leading procurement consulting firm.

Ms. Wayne earned her B.A. in International Relations from the University of Pennsylvania where she graduated summa cum laude and received her M.B.A. from New York University.

Hunter Point Capital ("HPC") is an independent investment firm seeking to provide innovative capital solutions to middle-market alternative asset managers across private equity, credit, real estate, and infrastructure in North America, Europe, and Asia. HPC is dedicated to pursuing long-term strategic partnerships with proven asset managers who are poised to build enduring franchises and define the next generation of leading investment firms across the globe. HPC’s inaugural investment fund focuses on GP stakes investing. It recently launched its new strategy of GP Financing providing NAV loans and preferred equity financing to GPs.

Carsten joined Highview Capital in 2024, bringing over 25 years of technology experience in various leadership roles in Private Equity, Industry and Consulting. In his role as Principal, he is leading Highview's technology value creation across the firm’s portfolio through partnering with deal teams and portfolio company management teams, to drive growth and transformation. Carsten’s focus is on the technology journey of a portfolio company from Due Diligence to Value Creation Planning, through execution, focusing on key playbooks and value creation plays such as Data as an Asset (BI), Business Application right sizing and implementation, Cybersecurity Programs, IT Operation right sizing and M&A Integration. Carsten holds a B.S. in Electrical Engineering and an M.B.A. in International Business.

Highview Capital is a Los Angeles-based private equity fund, backed by a multi-billion-dollar family office and a strong track record of driving transformative change as long-term, constructive partners. We invest in middle market businesses poised to undergo a transformation and target companies that are facing a critical inflection point ranging from high growth to distressed situations where a combination of capital and operational expertise can drive significant value creation. The fund employs a flexible mandate and takes a long-term perspective on middle market businesses at an inflection point. Highview takes pride in our ability to partner closely with founders and management teams over the long term.

Joining BCI in 2022 and based out of New York City, Chris leads the Value Creation program for the Private Equity asset class. BCI’s Value Creation strategy focuses on alpha generation across our private equity portfolio by partnering with management teams to scale profitable growth and drive performance improvement opportunities.

Prior to joining BCI, Chris was Vice President of Strategic Finance at Rent The Runway, an industry leading unicorn start-up. During his time at Rent The Runway, Chris oversaw numerous strategic commercial and operational initiatives, which positioned the business for a successful IPO in Fall 2021. Chris additionally was an active leader for the IPO roadshow and S-1 efforts and, subsequently, managed public markets processes, including guidance setting and investor/analyst education.

Prior to joining Rent The Runway, Chris led Finance and Strategy at Jet.com, an ecommerce start-up, which was acquired by Walmart in 2016 for $3.3B. Chris subsequently worked at Walmart across several key roles overseeing ecommerce and omnichannel strategy. Prior to Jet.com, Chris spent 10 years in M&A transaction services. Chris brings over 17 years of strategy and operating expertise across rapid scale and established public companies.

Chris graduated from The College of New Jersey with a Bachelor of Arts in Accounting and is a Certified Public Accountant (inactive) in the state of New Jersey.

BCI’s Private Equity program has grown to $24.8 billion in privately held companies and funds with long-term growth potential. The program includes a talented team of over 60 investment and operational professionals with specialized in-house asset management expertise, contributing to the growth of the total fund exposure, increasing direct and co-sponsor deals, and extending the portfolio global reach. BCI’s Private Equity program is a significant contributor to the corporation’s $211.1 billion in assets under management, making BCI one of the largest institutional investors in Canada.

Ellen Williams is a Vice President in General Atlantic’s Growth Acceleration Group. Ellen leads the Operational Efficiency capability, partnering with both portfolio company executives and investment teams to deliver on profitable growth initiatives. Before joining General Atlantic, Ellen was a Principal at SBI Growth where she advised technology & services clients on Go-to-Market transformations. Prior to that, Ellen held various consulting roles with Accenture and SSA & Company.

Melanie Williams boasts over a decade of experience in recruiting for PE firms. Two years back, she embarked on a new journey by joining AlpineX, the services aggregation platform supported by Alpine Investors, as the inaugural talent hire tasked with establishing and expanding that function. In her role, Melanie collaborates closely with management and the M&A team to guarantee that acquisitions and platforms are equipped with the necessary talent to propel them towards high-growth trajectories. Additionally, she has spearheaded the establishment of a center of excellence and frequently provides mentorship to companies, offering insights into best talent practices.

Eric leads NGP’s Portfolio Operations Function and oversees the development and execution of Value Creation Plans and best practices implementation across the portfolio.

He has over 15 years of operational and growth consulting experience across a variety of industries and functional areas. Prior to NGP, Eric was an Executive Director with The Vista Consulting Group (the operating arm at Vista Equity Partners) working closely with the executive teams of rapidly growing businesses to define and execute value creation plans.

Before joining Vista, he was a management consultant at McKinsey and Company, focused on operational transformations across a broad range of private and publicly owned businesses.

Eric earned a BSBA in Finance from The Ohio State University and an MBA from the University of Virginia’s Darden School of Business.

NextGen Growth Partners (NGP) is a Chicago based Private Equity firm focused on investing in lower middle market B2B services businesses. We are currently investing out of our second Fund which was closed in May 2022.

Chad Wonderling is the Chief Financial Officer at Zone & Co., and is responsible for all of the company's financial functions including accounting, tax, treasury, financial planning, analysis, and operations. Before Zone, Wonderling spent nearly six years at Salesloft serving in multiple finance leadership roles, and most notably as their Chief Accounting Officer where he was a customer of Zone, having purchased and implemented ZoneBilling. Also during his tenure at Salesloft, he helped lead four acquisitions, raised over $300 million in debt and equity financing, and played an integral role in the sale of Salesloft to Vista Equity Partners for $2.3 billion, while driving revenue growth of 10x.

Chad began his career at KPMG before transitioning to high-growth startups where he’s spent the last 15 years of his career. He and his wife, along with their two young boys, reside in Atlanta, GA.

Seth is a Vice President at GIC, where he is currently building out GIC’s digital and AI value creation capabilities, which aims to create value across GIC’s private equity portfolio companies globally. Prior to GIC, Seth was a data science and AI consultant at the Boston Consulting Group, and an AI & economics researcher at the Massachusetts Institute of Technology.

FGIC is a leading global investment firm established in 1981 to secure Singapore’s financial future. As the manager of Singapore’s foreign reserves, it takes a long-term approach to investing and is uniquely positioned on a wide range of asset classes and active strategies globally. These include equities, fixed income, real estate, private equity, venture capital and infrastructure. GIC has a long-term approach, multi-asset capabilities and global connectivity. Headquartered in Singapore, GIC has a global talent force of over 2,100 people in 11 key financial cities and investments in over 40 countries.

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.

Drew Zarges is the VP of Portfolio Operations at Platinum Equity, with a focus on commercial initiatives within the Small Cap fund. Prior to Platinum, he spent four years at the Riverside Company on the Sales Excellence team, and eight years at SBI, a consultancy focused on B2B GTM, Sales, and Marketing initiatives. He lives in Atlanta, GA with his wife and two children.

John Zink is a Director of Operations at Marlin Equity Partners, focused on operational due diligence and value creation for Marlin’s portfolio companies. John has driven value creation efforts across more than 50 SaaS software companies in his career with focus areas of growth, customer operations, M&A, and talent. Prior to joining Marlin, John was a Director at Vista Consulting Group, where he led numerous value creation programs in his role as business transformation lead for Vista’s flagship fund. Prior thereto, he was head of Marketplace and Strategic Planning at Raise Marketplace, an e-commerce platform. Earlier in his career he was at Deloitte where he led merger integration and performance improvement programs for technology, financial services and retail clients. John earned his B.S. in Entrepreneurship and Management from Indiana’s Kelley School of Business and his MBA from the McCombs School of Business at the University of Texas.

Marlin Equity Partners is a global investment firm with approximately $9 billion in capital commitments. The firm is focused on providing corporate parents, shareholders and other stakeholders with tailored solutions that meet their business and liquidity needs. Marlin invests in businesses across multiple industries where its capital base, industry relationships and extensive network of operational resources significantly strengthen a company's outlook and enhance value. Since its inception, Marlin, through its group of funds and related companies, has successfully completed over 200 acquisitions. The firm is headquartered in Los Angeles, California, with an additional office in London. For more information, please visit www.marlinequity.com.