Operating Partners Forum | June 2

Blake Adams

Senior Vice President, Tech Opportunities, Bain Capital

Blake is Senior Vice President in the portfolio group with Bain Capital Tech Opportunities fund which focuses on mid-market buyout and enterprise software investments. At Tech Opportunities, Blake partners closely with portfolio companies on value creation efforts including go-to-market, pricing and packaging, product expansion and innovation, M&A, and embedded value-added services.

Prior to joining Bain Capital, Blake held leaderships roles in strategic partnership and corporate strategy at Intuit. Before Intuit, he led the go-to-market monetization team for Google’s mid-market Ads business. Blake was also previously CEO of Clarity Service Group, a multi-state behavioral health provider. He began his career as a management consultant with The Boston Consulting Group.

Mr. Adams received his MBA from Stanford and his BA from Morehouse College in History and Economics.

We are one of the world’s leading private multi-asset alternative investment firms with approximately $155 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.

Aswatha "Amar" Amarnath

Senior Vice President and Head of Global Sales Operations, Wipro

Aswatha Amarnath (Amar) is a Senior Vice President at Wipro. He has global responsibilities for sales and go-to-market functions. This includes leadership for large & complex deals globally, Wipro’s sales operations, responsible for Private Equity relationships and third party advisory & management consulting partnerships. Amar also leads Wipro’s multi-million dollar Silicon Valley Innovation Center (SVIC) in California. Amar brings deep intellect & data driven approach to expanding market access. Amar takes joy in hyper-scaling unstructured & nascent businesses.

Wipro (NYSE: WIT) is a leading global information technology, consulting and business process services company. We harness the power of cognitive computing, hyper-automation, robotics, cloud, analytics and emerging technologies to help our clients adapt to the digital world and make them successful. A company recognized globally for its comprehensive portfolio of services, strong commitment to sustainability and good corporate citizenship, we have over 200,000 dedicated employees serving clients across six continents. Together, we discover ideas and connect the dots to build a better and a bold new future.

Josh Beaver

Chief Operating Officer, Overlay

Josh is the Chief Operating Officer for Overlay and focuses on product design and delivery. Leveraging his diverse background in corporate finance and accounting with big data, Josh leads teams delivering multi-level analysis and resources to a diverse range of private equity sponsors and mid-market companies.

Prior to joining Overlay Josh was a Partner with PwC in Halifax, Nova Scotia responsible for Atlantic Canadian corporate finance. Josh has served as the CFO of a mid-market food manufacturing company and spent nearly a decade working in Deloitte’s corporate restructuring practice primarily servicing distressed private equity funds in Canada and the US.

Josh is a CPA and a graduate of Dalhousie University in Halifax, NS, Canada.

Overlay works with leading private equity sponsors to transition their platform investments onto modem data architectures for enhanced financial reporting. OA’s platform connects disparate systems to drive transparency, frequency, and accuracy of daily KPI updates. Automation provides portfolio companies with the resources of an entire data team at a fraction of the cost. The result provides PE sponsors with the building blocks to unlock their data and maximize the opportunity for value creation before an exit.

Ori Ben-Moshe

Director of Portfolio Operations, ORIX Capital Partners

Ori Ben-Moshe is a Director, Portfolio Operations at ORIX Capital Partners (“OCP”). Mr. Ben-Moshe is responsible for leading operational improvement and growth initiatives at portfolio companies, in the technology, industrial and business services spaces.

Prior to joining OCP, Mr. Ben-Moshe was a Senior Vice President on the Growth Team at Serent Capital, a lower-middle market fund focused primarily on technology companies, where he identified and led multiple Go-to-Market and sales acceleration initiatives. Prior to Serent, Mr. Ben-Moshe was an Associate Partner at McKinsey & Company where he led operations and growth-focused engagements for technology, industrial and consumer clients. While at McKinsey, He also acted as the General Manager of Numetrics, a SaaS-based solution for improving R&D productivity using advanced analytics. Earlier in his career, he held various engineering and marketing positions at networking equipment and telecom services companies in Israel.

Mr. Ben-Moshe earned an M.B.A. from the Kellogg School of Management at Northwestern University, Master’s degree in Systems Engineering from the Technion, Israel Institute of Technology, and a B.Sc in Electrical Engineering from Tel-Aviv University

ORIX Capital Partners (“OCP”) is an operationally-focused middle-market private equity team, investing primarily in industrial, technology and business services companies. OCP utilizes a thesis and industry-driven investment approach, access to transformational industry relationships, and in-house operating expertise to buy and build companies of significant and sustainable value.

Prashanth (PV) Bóccasam

Operating Partner, Cota Capital

PV Boccasam joined Cota in 2021 as a Partner on the investment team. Prior to Cota, PV was a General Partner in a $600M Mid-Atlantic early-stage fund investing in industry shaping companies focused on enterprise software. He started his career at Microsoft in the early 1990s and worked on Windows, Exchange and other enterprise platform technologies. PV has been a serial-entrepreneur founding Entevo in 1997, a leader in Enterprise Directory Management exited to BindView/Symantec, Approva in 2002 a leader in GRC, exited to Infor, and ClearStandards in 2007, a leader in Carbon management, exited to SAP. PV has held various roles such as operator, board of directors and turnaround CEO for many portfolio companies since 2012. He was the lead investor and currently serves on the Board of Directors of Appian (NASDAQ: APPN) and on its compensation committee. PV served a 3-year term on the Board of Visitors at the University of Maryland, Department of Computer, Mathematical and Natural Sciences (CMNS) from 2017-2020. He has been a two-time finalist and served as judge of the Ernst & Young Entrepreneur of the Year award Program in Washington DC. He has also served on the Board and as a President of TIE-DC Chapter. He is active in philanthropy in the areas of early childhood education, mentorship, and rural entrepreneurship. PV received a B.S. in Computer Engineering, from University of Poona in India.

Cota Capital is a San Francisco-based investment firm focused on private and public modern enterprise technology companies. Cota invests financial and knowledge capital in bold leaders at companies delivering on the promise and potential of their modern technologies. With more than $1 billion in assets under management, the firm has invested in more than 80 private and 30 public technology companies since its launch in 2015.

Daniel Boland

Managing Director, AlixPartners

Dan is an innovative, results-oriented business leader and trusted advisor with a focus on value creation and enhancement. Dan’s clients benefit from his more than 20 years of private-equity investing and financial advisory expertise in strategic, operational, and cash flow improvements and his ability to navigate complex corporate transactions such as acquisitions, divestitures, and carve-outs. Dan has a Bachelor of Science in economics with a concentration in finance from the Wharton School of the University of Pennsylvania and a Bachelor of Applied Science in systems engineering with a minor in mathematics from Penn's School of Engineering and Applied Science.

AlixPartners is a results-driven global consulting firm that specializes in helping businesses successfully address their most complex and critical challenges. Our clients include companies, corporate boards, law firms, investment banks, private equity firms, and others. Founded in 1981, AlixPartners is headquartered in New York, and has offices in more than 20 cities around the world. For more information, visit www.alixpartners.com.

Rami Branitzky

Partner, Sapphire Ventures

As partner, Rami leads Sapphire Ventures’ global Portfolio Growth platform. The Portfolio Growth team of business development, talent and marketing professionals works closely with portfolio companies to provide strategic support across a range of topics, including go-to-market, business development, executive recruiting, and international expansion, among other functional areas. He serves as a board observer at Mirantis and TidalScale and a board member of the Silicon Valley Leadership Group

Rami has nearly 20 years of experience in tech in a variety of roles. Most recently, he was CEO of Numenta, an innovator in machine learning. Previously, he served as managing director of SAP Labs North America, an organization that encompassed all of SAP’s development and product team across the region. Rami also served as a Senior Vice President at SAP SE, where he led the software partnerships and business development organization, and led significant change in SAP’s global partnering practices. Rami was an early member of TopTier Software where he held field and product leadership positions, prior to the company’s acquisition by SAP for $400 million.

Rami holds a bachelor’s from Hofstra University, where he graduated magna cum laude, and an MBA in information systems and finance from New York University Stern School of Business. He also served in the Israeli Defense Forces, Infantry Communications and Electronics branch, where he was awarded the Meritorious Service Award.

Sapphire is a leading global technology-focused venture capital firm with more than $8.8 billion in AUM and team members across Austin, London, New York, Palo Alto and San Francisco. For more than two decades, Sapphire has partnered with visionary management teams and venture funds to help scale companies of consequence. Since its founding, Sapphire has invested in more than 170 companies globally (b) resulting in more than 30 IPOs and 45 acquisitions. (c) The firm’s investment strategies — Sapphire Ventures, Sapphire Partners and Sapphire Sport — are focused on scaling companies and venture funds, elevating them to become category leaders. Sapphire’s Portfolio Growth team of experienced operators delivers a strategic blend of value-add services, tools and resources designed to support portfolio company leaders as they scale. To learn more about Sapphire, visit: https://sapphireventures.com.

Lou Brothers

Private Equity & Corporate M&A Diligence and Operations Transformation, RSM US

Lou serves private equity and acquisitive corporate clients in their IT/Cyber, HR, and ESG diligence, post-close transformation, and exit processes. With more than 1,000 transactions diligenced and backed by 20+ years of operations and technical consulting, Lou brings a practical and collaborative perspective to working with acquisition targets and acquired companies.

Lou works from the hypothesis that strategy-aligned operations and technology investments enable higher financial-performance. He helps his clients validate that their targets have the right technology to achieve their investment thesis, understand value related to any differentiation, identify new revenue opportunities, control costs, scale effectively, and plan to address business risks including cybersecurity, and personnel.

Lou is experienced in carve-outs, tuck-in integration, roll-ups, and platform creation. His industry experience covers financial services, consumer products and services, business products and services, healthcare, and life sciences, among others. Prior to his work in transaction advisory, Lou developed business and technology strategy and led ERP selection and implementation projects.

RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.

RSM is the leading provider of audit, tax and consulting services focused on the middle market, with 14,700 professionals in 82 U.S. cities and six locations in Canada. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with 57,000 people in 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed.

Rick Brown

President, Emergys

Successful Sales Leader with proven ability to generate revenue while building business partnerships and practices. Committed to finding innovative ways to respond to market trends and customer expectations.

For more two decades, EMERGYS, has been helping companies align their long-term IT strategies and business objectives with the right mix of technology, people and processes, while promoting and maintaining responsible business practices for the benefit of our customers, suppliers, employees and the communities in which we operate.

An SAP Gold Partner, Ambassador and Partner Center of Excellence, EMERGYS strives to support our clients in their quest for market leadership, sustained growth and profitability, while maintaining high standards of labor, health & safety, environmental, ethics and quality.

At EMERGYS, Design Thinking is more than our approach to innovation; it is the catalyst that sparks creativity and inspires innovation. Innovation that is essential to creating customer centric solutions that provide business value, that are technically sound, and that meet the needs of each and every end user.

Greg Caltabiano

Operating Partner, HGGC

Greg Caltabiano is an Operating Partner of Operational Resource Group, LLC (“ORG”)*. Greg is an advisor to numerous high-technology companies active in the fields of AI, IoT, Data Center, and Networking. He has a long history of founding and leading organizations and companies in mobile and wireless infrastructure, components, and applications. He has lived, managed, and founded companies and organizations in Japan, Greater China, France, Israel, and Silicon Valley over the past 30 years.

He has a broad technology background in application and embedded software, wireless, networking, and semiconductors. He has particular experience in building and managing geographically diverse teams doing development and customer engagement.

HGGC is a leading middle-market private equity firm with over $6.8 billion in cumulative capital commitments. Based in Palo Alto, Calif., HGGC is distinguished by its Advantaged Investing approach that enables the firm to source and acquire scalable businesses through partnerships with management teams, founders and sponsors who reinvest alongside HGGC, creating a strong alignment of interests. Since its inception in 2007, HGGC has completed more than 500 platform investments, add-on acquisitions, recapitalizations and liquidity events with an aggregate transaction value of over $68 billion. More information, including a complete list of current and former portfolio companies, is available at www.hggc.com.

Anna Carlsmith

Director, Digital Strategies, H.I.G. Growth Partners

Anna is an Operator at H.I.G. Capital, and leads marketing and digital initiatives within H.I.G.’s portfolio of eCommerce, Growth, and Healthcare investments. Anna has deep functional expertise in marketing and digital transformation, having worked in marketing at both Target Headquarters and two different digital growth agencies.

H.I.G. Capital is a leading global alternative investment firm with $48 billion of equity capital under management,* with a focus on the mid cap segment of the market. The H.I.G. family of funds includes private equity, growth equity, real estate, debt/credit, lending and biohealth. We align ourselves with committed management teams and entrepreneurs and help build businesses of significant value. Our team of over 400 investment professionals has substantial operating, consulting, technology and financial management experience, enabling us to contribute meaningfully to our portfolio companies. We invest in companies throughout the U.S., Europe and Latin America and have offices in Miami, New York, Boston, Chicago, Dallas, Los Angeles, San Francisco and Atlanta in the U.S., and affiliate offices in London, Hamburg, Luxembourg, Madrid, Milan and Paris in Europe as well as Bogotá, Rio de Janeiro and São Paulo in Latin America.

Kelly Carlson

Managing Director, Head of Talent, STG Partners

Kelly Carlson is Managing Director, Head of Talent with STG, where she is leading the firm’s talent efforts, working across the portfolio to attract CEOs and executive leadership teams to drive results. Kelly’s mandate includes the curation of a CEO and senior leaders network aligned with the firm’s investment priorities. Driving innovations of assessment and human capital best practices to the portfolio companies are key tenants of STG’s talent strategy.

Kelly joined STG in 2019 from TillmanCarlson, a retained executive search boutique, recruiting CEOs, CFOs, CTOs and GTM leaders, where she served as one of the co-founders of the firm before being appointed President & CEO. Prior to launching her firm in 2003, Kelly spent eight years at Russell Reynolds Associates as one of the early members of the firm’s technology practice, working predominantly in software and services. Kelly started her career with AT&T and MCI in sales and account management.

Kelly received her Bachelors from Benedictine University and her Masters from DePaul University.

STG is the private equity partner to market leading companies in data, software, and analytics. The firm brings expertise, flexibility, and resources to build strategic value and unlock the potential of innovative companies. Partnering to build customer-centric, market winning portfolio companies, STG creates sustainable foundations for growth that bring value to all existing and future stakeholders. The firm is dedicated to transforming and building outstanding technology companies in partnership with world class management teams. STG’s expansive portfolio has consisted of more than 35 global companies. For more information, please visit www.stgpartners.com.

Mark Chamness

Head of Data Science, Invictus Growth Partners

Mark Chamness is the Head of Data Science at Invictus Growth Partners. Mark has more than 26 years of data science and machine learning experience building enterprise platforms which have generated hundreds of millions of dollars in annual recurring revenue. Mark’s work on artificial intelligence and machine learning has been published in leading journals and he is the inventor on 36 filed patents, of which 27 have been granted including 24 granted patents in machine learning. At Invictus, Mark is responsible for maintaining the firm’s Deal Intelligence Assessment Neural Engine (“DIANE”) platform, assisting the investment team in AI-related investment due diligence and working with portfolio companies to optimize their use of artificial intelligence and machine learning to help them scale.

Mark was previously Director, Data Science & Machine Learning at Coursera, where he owned the ML technical and strategic roadmaps and launched multiple products. Prior to that, Mark was Director, Data Science at Nutanix where he managed a team of 15 ML engineers and data scientists and developed applied ML products.

Mark earned a B.S. in Physics with Honors from the California Institute of Technology under adviser David Politzer (Nobel Prize 2004). Mark earned an M.S. in Statistics from San Jose State University. He was awarded a full scholarship to the PhD Physics program at Brown University where he did research under adviser Leon Cooper (Nobel Prize 1972) at the Institute for Brain and Neural Systems.

Invictus is a private equity firm that invests capital into and acquires outstanding technology and technology enabled businesses with the goal of assisting entrepreneurs to realize their strategic vision and scale their companies for the long term.

Igor Cherny

Chief Technology Officer, Operating Partner, TSG Consumer Partners

Igor is a Silicon Valley and Digital Retail veteran, who successfully led technology teams of Walmart, Sears, Home Depot, and Williams-Sonoma through their Digital Transformation journeys. Igor also led several Silicon Valley startups that were later acquired by Fortune 500 companies.

Besides Retail, Igor led companies specializing in Home Services, Gaming, and Digital Music.

Igor graduated from St. Petersburg Polytechnic University with BS in Mechanical Engineering and Applied Mathematics, and MS in Theoretical Physics.

Igor’s full profile can be found at: https://www.linkedin.com/in/igorcherny/

TSG is a global leader in consumer-focused investing with $11 billion assets under management and a 30-year track record of building iconic brands.

For over 30 years, we’ve been a trusted partner in building brands people love. As the first private equity fund to focus exclusively on the consumer sector, we have a proven track record in partnering with founders and management teams to grow great ideas into household names.

More info can be found here: https://www.tsgconsumer.com/how-we-work

Matt Clark

President and Chief Operating Officer, Corcentric

Mr. Clark has served as President and Chief Operating Officer of Corcentric since December of 2018. Since December 2018, Mr. Clark has guided Corcentric through three acquisitions that positioned Corcentric as a global leader in Source-to-Pay and Order-to-Cash solutions. Prior to becoming President and Chief Operating Officer, Mr. Clark served in several leadership roles at Corcentric since joining the company in April of 2004. Mr. Clark is an adviser and guest lecturer for the University of Maryland’s Entrepreneurship and Innovation Program, a position he has held since the beginning of 2015. Mr. Clark also serves as a board member and advisor to several companies. He holds a Bachelor of Arts Degree in Journalism from the University of Maryland.

Corcentric is a global provider of market-leading source-to-pay, order-to-cash, and fleet solutions. From the mid-market to global 500 businesses, Corcentric delivers strategic advisory, technology, and managed services focused on reducing costs and streamlining operations for optimized buyer and supplier relationships. Since 1996, thousands of companies have trusted Corcentric's expert team and its suite of world-class solutions to spend smarter, optimize cash flow, and drive profitability. Learn more at Corcentric.com.

Steve Cochran

Operating Advisor, Thoma Bravo

Steve Cochran is an Operating Advisor at Thoma Bravo. Steve has more than 30 years of experience leading technology transformation and operational excellence at companies such as Global Healthcare Exchange (GHX), OpenText/GXS, Inovis, Adaptec, Real3D, Lockheed Martin and General Electric. Steve most recently was the Chief Technology Officer (CTO) at GHX, a former Thoma Bravo portfolio company subsequently sold to Temasek. During his tenure at GHX, he created the strategy, architected, led development and migrated the company's core asset and customers to the AWS public cloud profoundly transforming the company. At OpenText/GXS, Steve was the VP of Product Management leading the transformation of their global B2B exchange for retail and automotive markets. As CTO at Inovis, he led the transformation of their B2B exchange. Steve also led the development of the initial generations of 3D graphic controllers at Real3D and led development of products for the RAID storage industry as a division vice president at Adaptec. Steve started his career with GE/Lockheed Martin designing submarine and shipboard systems. Steve has an MBA from Crummer Graduate School of Business at Rollins College and a BS degree in Electrical Engineering from the University of Kentucky.

Thoma Bravo is a leading private equity firm with a 40+ year history, including over $91 billion in assets under management as of September 30, 2021, and a focus on investing in software and technology companies. We pioneered the buy-and-build investment strategy, and we first applied this strategy to the software and technology industries 20+ years ago. Since then, our firm has acquired or invested in more than 350 software and technology companies representing over $155 billion of value.* Our investment philosophy is centered around working collaboratively with existing management teams to help drive operating results and innovation. We execute through a partnership-driven approach supported by a set of management principles, operating metrics and business processes. We support our companies by investing in growth initiatives and strategic acquisitions designed to drive long-term value.

Andrew Collins

Head of ESG and Responsible Investing, San Francisco Employees’ Retirement System (SFERS)

Andrew Collins joined the San Francisco Employees’ Retirement System (SFERS) as Director of ESG Investing in 2018. In this role, he leads responsible investing and corporate governance activities across the $30+ billion Plan. He joined SFERS from State Street Global Advisors where he was an ESG Investment Strategist. Prior to that he was Technical Director of Standards Setting at the Sustainability Accounting Standards Board (SASB) where he was the lead author and key architect of SASB’s 77 industry standards. He has also held roles in environmental auditing and consulting, and he began his career as a corporate sustainability manager for the Indian conglomerate Mahindra & Mahindra. Andrew holds a BS from Yale University and is a Fundamentals of Sustainability Accounting (FSA) credential holder.

Larry Cook

Senior Vice President of Global Operations and Finance, Flourish Ventures

As Head of Global Finance & Operations, Larry directs Flourish Ventures’ investment process, finance, portfolio management, technology, and facilities. Since the launch of the firm’s evergreen fund in 2019, he has built Flourish’s finance and operations structure from the ground up, recruiting a world-class team and supporting a growing portfolio of more than 70 companies.

Larry’s vision for a digital-first finance infrastructure enabled the Flourish team and its portfolio companies across six continents to seamlessly rise to new challenges in the COVID-19 environment. Under his leadership, operations became the nucleus of Flourish’s global network uniquely positioning the company to meet unprecedented economic turbulence, while maintaining the highest standards of compliance.

Larry brings a deep background in technology, operations, and venture capital to Flourish. Previously, he managed equity investments and M&A strategy for Intel Capital. As an investment advisor and board member, Larry has worked with numerous portfolio companies spanning multiple stages, verticals, and business models. He has an MBA degree from Case Western Reserve University.

Flourish Ventures is a leading early-stage venture capital firm investing in entrepreneurs whose innovations advance financial health and prosperity for individuals and small businesses. With $500M under management, Flourish deploys patient capital with a long-term perspective, partnering with fintech entrepreneurs as well as industry thought leaders in research, and policy to help foster a fair, more inclusive economy. Flourish has invested in more than 70 fintech startups that share this vision including
Alloy, ApnaKlub, Chime, Fair Money, Flutterwave, GrabFinancial, Heru, Hummingbird, Kin Insurance, M2P, Neon, ShopUp and ZestMoney, among other high-growth companies www.flourishventures.com

Scott Corwin

Managing Director, US Leader for Sustainability and Climate Change, Deloitte

Scott is responsible for leading the marketplace impact of 140k professionals across Deloitte’s US Accounting & Assurance, Advisory, Consulting and Tax businesses to assist clients successfully transition their organizations to a more sustainable and equitable future.

Over his 30+ year distinguished career in consulting, Scott has
worked closely with senior leaders and boards of global organizations
to successfully undertake strategy-based transformations to address disruptive change in their sectors, markets, and communities.

Prior to assuming his current role, Scott founded and led Deloitte’s Global Future of Mobility Practice. Under his leadership, the team has been working closely with corporations, governments, academia, and NGOs to actively shape the emergence of the mobility ecosystem and advance the adoption of seamless integrated transportation to enable moving people and goods faster, safer, cleaner, cheaper and with greater accessibility, inclusivity and equity.

Scott has authored numerous publications including Leading a Low Carbon Future, US Turning Point report, and is the principal author of scores of publications featured in Deloitte’s Future of Mobility collection.

Scott is a frequent keynote speaker at global conferences, such as CES,
World Economic Forum/Davos, The Vatican’s Pontifical Academy of
Science, Fortune’s BrainTech, The Atlantic, Wall Street Journal, and WBCSD.

Prior to joining Deloitte, Scott was a Partner at Booz Allen Hamilton and Booz & Co., as well as a Partner with AT Kearney in New York.

Scott earned his BA Magna Cum Laude and with High Honors in Politics from Brandeis University and his MBA in Finance and International Business from New York University Stern School of Business. He serves on the Advisory Board for NYU Stern’s Fubon Center for Technology, Business & Innovation.

Deloitte is a global industry leader in providing a broad range of advisory, consulting, tax, and audit services to Private Equity firms. Our specialized, integrated approach helps Private Equity firms create sustained value at the fund and portfolio company levels.

As the world’s largest professional services organization, Deloitte is guided by our commitment and our ability to adapt to meet the evolving needs of our clients. Leveraging our innovative approaches, digital solutions, deep industry insights, alliance relationships, and lessons learned from our own experiences, Deloitte’s Private Equity Practice works with our clients to develop their strategies and adapt their operations for success in a changing marketplace.

Ben Cox

Operating Director, Sumeru Equity Partners

Ben Cox is an Operating Partner focused on go-to-market acceleration of the firm’s investments through improvements in sales, marketing, product development, and customer success. He has more than fifteen years of product, sales, and marketing experience. Ben joined Sumeru Equity Partners in 2018.

Prior to joining SEP, Ben held several executive roles for a private equity-backed mid-market software company with a successful exit to a strategic buyer in 2018. At various points he led product and commercial strategy, a perpetual-to-SaaS transformation, post-merger integrations, and sales operations.

Earlier in his career, Ben led management consulting teams at Bain & Co, where he focused on organic and M&A growth strategies for technology, digital media, and private equity clients. Ben began his career in sales and marketing leadership roles in building automation/technology, and led sales and marketing for a theatrical equipment manufacturer.

For over 15 years, the Sumeru team has combined technology investing and operating expertise in a highly integrated approach to helping our portfolio companies scale successfully and sustainably. We partner with founders and company management to grow their business, build innovative products that delight customers, and hire great people. Sumeru is headquartered in Silicon Valley and invests in developed markets around the world, with a particular emphasis on helping companies expand in North America. The team has made over 50 investments and add-on acquisitions in technology companies, resulting in several IPOs and numerous exits to leading financial and strategic acquirers. SEP has backed leading software companies such as Azuga, Ceros, GoGuardian, MDSL, Social Chorus, Blackline, Talend, Kyriba and Buildium.

Paul DeMand

Managing Director and Partner, ShawKwei & Partners

Paul is a Managing Director of ShawKwei & Partners responsible for expanding investment opportunities and managing portfolio companies in Asia, Europe, and North America.

Paul has over 30 years’ experience managing businesses in the automotive, electronics, technology, and precision machining industries. He has worked in the USA, Europe, and Asia with leading companies such as General Motors Corp (USA), TI Group Plc (Germany & UK, later merged into Smiths Group Plc), Johnson Electric Corp (HK), Kennametal Inc (USA), and PSM International (portfolio company of EQT with operations in HK, China, & UK). His work experience covered a variety of senior management roles including CEO and President with public, private, and private equity owned companies. Paul is past Chair of the American Society for Quality Automotive Division and past member of the Young Presidents’ Organization. He has served on various global boards in Australia, India, Israel, Italy as well as Japan, while leading companies with HQs based in the USA, UK, Hong Kong, and Sweden.

Paul received an engineering degree from Kettering University and an MBA from the University of Detroit.

ShawKwei & Partners is an international private equity fund manager based in Hong Kong, Singapore, Shanghai and San Francisco. We have been investing across Asia, the USA, and Europe for over 30 years and understand the challenges facing companies competing in today’s global markets.

We invest with mid-market industrial and service businesses capitalizing on ShawKwei’s core strengths: detailed and insightful analysis, operational skills, and transformation experience to drive business profitability and capital efficiency. ShawKwei’s partnership with management is pivotal to transforming and improving those investments.

We take significant ownership stakes in our investments coupled with our disciplined and hands-on management to assist portfolio companies to build better business and achieve long-term success. The ShawKwei strategy, methods and practices are specially crafted for businesses operating across Asia, Europe, and USA.

Learn more at: http://www.shawkwei.com/
LinkedIn: https://www.linkedin.com/company/shawkwei/mycompany/?viewAsMember=true

Sebastian de Meel

Partner, PwC

Sebastian is a partner within PwC's Deals practice focusing on Private Equity Value creation. Previously, he served as an operating partner with Arcline Investment Management.

He is focused on operations value identification and capture support for both sponsors and portco's, across the deal continuum. His 20+ years of experience spans multiple industries and company sizes.

Sebastian also is an emerging technology leader for the deals practice and the firm. He works on finding solutions for emerging technologies within the PE industry. This has included speaking at multiple conferences highlighting both the opportunities and risks of emerging technologies.

At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 155 countries with more than 284,000 people who are committed to delivering quality assurance, advisory and tax services. Supporting these teams is PwC’s global sustainability network, representing more than 800 experts in over 60 territories. PwC's Sustainability practice helps organisations plan, source, deliver, finance and measure their wider impact. We’re helping future-proof businesses by making them more resilient and sustainable. Find out more and tell us what matters to you by visiting us at www.pwc.com.

https://www.pwc.com/

Stefan Dent

Chief Alliances Officer, Simfoni

Stefan is a co-founder at Simfoni which provides composable spend management and analytics solutions for enterprise and mid-market businesses to optimize and automate spend to drive rapid bottom-line savings. Simfoni’s operations span North America, Europe, Middle East and AsiaPac. Stefan heads Simfoni alliances with our technology and solution partners across our global operations.

Stefan is a respected procurement specialist, with extensive strategy and operations experience operating as a chief procurement officer and advisor for a number of prestigious organizations around the world.

Stefan possesses over 22 years’ procurement line management and consulting experience with proven track record of transforming procurement and supply chain functions into strategic assets with digitized workflows and spend management controls.

Stefan has worked with clients across multiple sectors including manufacturing and assembly, banking, financial services, telcos, retail, healthcare and private equity organizations in the US, Europe and Middle East.

Experience
Prior to co-founding Simfoni in 2015, Stefan headed Group Procurement at a global investment organization where he established a global procurement capability across 100+ group companies spanning 3 continents to leverage portfolio spend and automate purchase to pay process. Stefan also headed Procurement Advisory Service Lines at PwC and KPMG.

Simfoni fuses revolutionary technology with AI-enabled content and deep expertise to automate, streamline and simplify procurement. The result: a composable, on-demand spend management platform that takes the hassle out of procurement. Welcome to effortless, frictionless Spend Management and Analytics Platform.

Brett Derby

Vice President, Portfolio Operations, GI Partners

Brett Derby is a Vice President, Portfolio Operations at GI Partners. He works with portfolio companies to accelerate growth and drives market diligence for potential investment. Prior to joining GI Partners, he worked at Vista Consulting Group implementing best practice operating principles and continuous improvement programs across Vista Equity Partners’ portfolio of companies. Prior to Vista, he worked for Bain & Company advising management teams of Fortune 500 and private equity-backed companies. Earlier in his career, he worked in sales strategy and revenue operations roles within the healthcare space.

Education
• M.B.A. from Columbia Business School
• B.S. from University of Southern California

Founded in 2001, GI Partners is a private investment firm with over 120 employees and offices in San Francisco, New York, Chicago, Greenwich, and Scottsdale. The firm has raised over $32 billion in capital from leading institutional investors around the world to invest in private equity, real estate, and data infrastructure strategies. The private equity team invests primarily in companies in the healthcare, IT infrastructure, services, and software sectors. The real estate team currently manages $17.7 billion in assets, with a focus on technology and life sciences properties as well as other specialized real estate sectors and strategies. The data infrastructure team invests primarily in hard asset infrastructure businesses underpinning the digital economy.

Paul Dhaliwal

Director, KKR Capstone

Paul Dhaliwal is a Director with KKR Capstone, based out of Menlo Park, CA since Jan 2021. Prior to joining KKR Capstone, Paul was with AlixPartners for 15 years where he delivered bottom-line results for clients by reducing operating costs, reorganizing core business functions like finance & IT, improving asset utilization, and reducing working capital requirements. At KKR Capstone, Paul works with portfolio companies on all procurement driven value creation efforts.

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com and on Twitter @KKR_Co.

Sarah Spoja

Chief Financial Officer, Tipalti

Sarah Spoja has been the Chief Financial Officer at Tipalti since 2018. She is an experienced executive skilled in Management, Financial Modeling, Mergers & Acquisitions, Corporate Development, and Payments. Her deep finance and operational expertise and knowledge of scaling companies are key in driving Tipalti's mission of freeing finance from manual payables operations. During her time at Tipalti, she has built out the entire finance and accounting organization with a penchant for leveraging accounting automation, strategic business insights, and readying the company for global expansion. Most recently, she helped lead Tipalti in raising an additional $270 Million in Series E funding at a valuation of more than $8 Billion to further accelerate its leadership in transforming global payables automation.

Sarah joined Tipalti from KKR Capstone where she was a Director, joining the firm in 2010. During her time at KKR, she worked with portfolio companies in the Financial Services and Retail Sectors, including Payments company First Data. In support of First Data Corporation, Sarah was pivotal in the acquisition of Clover Network Inc., a mobile POS merchant processing solution, and helping to scale the start-up and commercialize the product through First Data’s major bank of relationships in the US. Prior to joining KKR, Sarah was a management consultant working at Bain & Company in the Boston and Sydney Australia offices. She holds a B.A. from Williams College in Mathematics and Economics and an M.B.A. from Stanford University Graduate School of Business. Sarah lives in San Francisco with her husband and twin boys. She is an Independent Board Member for Azibo, a fintech building world-class platform for independent landlords, and co-leads Tipalti’s Women at Tipalti initiative. Sarah is also the Co-Chair of the CFO leadership Council for the San Francisco Chapter.

Tipalti comes from the Hebrew expression for "We handled it." Tipalti is the only company handling both Accounts Payable and Global Partner Payments for mid-market companies across the entire cycle: funding global entities, onboarding the global supply chain, streamlining invoice workflows, instituting procurement controls, and reconciling data. Tipalti enables high-growth companies to scale quickly by making payables strategic with operational, compliance, and financial controls. Companies can efficiently and securely pay thousands of partners and vendors in 196 countries within minutes. Tipalti customers such as Amazon Twitch, Boxed, GoDaddy, Oscar Insurance, Roku, Wordpress.com, and ZipRecruiter typically reduce operational workload by 80 percent and accelerate the financial close by 25 percent, while strengthening financial controls and spend visibility.

For more information, visit tipalti.com.

Elizabeth Dresdale

Principal, The Catalyst Group, Incline Equity Partners

Elizabeth Dresdale is a Principal at Incline Equity Partners. She is responsible for identifying, assessing, and recommending sales and go to market strategies and improvements for portfolio companies. Elizabeth is based in the firm’s New York office.

Previously, Elizabeth was Vice President of Commercial Operations and Interim Head of Sales at A Place for Mom, a private equity owned business in the senior living space. Prior to that, she was an Engagement Manager at McKinsey & Company (McK), where she led strategy, sales, operations, corporate development and transformation engagements across industries, including technology, media, telecom, consumer goods, healthcare and financial services.

Elizabeth received her M.B.A. with distinction from Harvard Business School and her B.A. in History from Brown University.

Elizabeth enjoys spending time with family and friends, traveling, staying active through spin classes and baking.

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.

Drew Farris

Operating Partner, Trive Capital

Drew is an Operating Partner at Trive Capital with expertise in operations and technology leadership.

Before joining Trive in 2020, Drew served as a consultant to global Private Equity backed portfolio companies in a variety of industries including manufacturing, retail, distribution, technology, and healthcare. Prior to becoming a consultant, Drew held several CIO, COO, and Director level positions including at Trimark USA, Navico, Oracle, and Nantucket Nectars.

Trive Capital is a Dallas, Texas based private equity firm with approximately $3.6 billion in 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.

The Trive team is comprised of seasoned investment professionals who have been involved in over 100 middle-market transactions representing in excess of $6 billion in revenue across Trive’s targeted industry sectors and situations.

Coley Florance

Head of Talent, Spectrum Equity

Coley is the Head of Talent at Spectrum Equity working within the firm and across the portfolio to drive growth in the areas of people and team performance. In her role, she partners with investment professionals and portfolio company leadership on all aspects of human capital management including leadership assessment, talent acquisition, team building and effectiveness, performance management, compensation and retention strategies, and board composition.

Prior to joining Spectrum Equity, she was an Operating Director, Human Capital at TPG Capital (2005 – 2018) and an executive search professional with Heidrick & Struggles International, Inc. (1997 – 2003). She began her career in education, working as a teacher at the Head-Royce School in Oakland, CA (where she currently serves as a member of the Board of Trustees) and as a Teach for America corps member in rural Louisiana. Coley received an A.B. in biological anthropology from Harvard College.

Spectrum Equity is a leading growth equity firm providing capital and strategic support to innovative software, Internet, and information services companies. For over 25 years, we have partnered with high growth companies across the information economy. Our approach is to do more than just invest capital. We create productive partnerships with our portfolio companies and enduring relationships with our management teams. We seek to build world-class organizations and long-term success. With offices in San Francisco, Boston, and London, we are currently investing the firm’s tenth fund with $2.2 billion in limited partner capital. Representative investments include: AllTrails, Bitly, CINC Systems, Customer.io, Definitive Healthcare, DispatchTrack, Goldbelly, GoodRx, Headspace Health, Kajabi, Litmus, Lucid, Offensive Security, Origami Risk, Otter.ai, SavvyMoney, Tenstreet, The Knot Worldwide, Varicent, and Zenwork. For more information, including a full listing of portfolio companies, please visit http://www.spectrumequity.com.

Mark Fiske

Operating Partner, Digital Strategies, H.I.G. Capital

Mark is an Operating Partner at H.I.G. Capital focused on marketing and digital strategies. Mark is based in the San Francisco office. In his role, he partners with portfolio organizations to develop and build comprehensive marketing and digital strategies throughout an organization including customer acquisition, customer lifecycle, monetization, infrastructure, brand development and user experience. Mark has 15 years of experience in consumer and retail marketing, building teams at companies ranging in scale from startups to Fortune 500 organizations.

Prior to joining H.I.G., Mark was the VP of Marketing at Credit Karma, a global consumer finance company, where he built the team responsible for member growth and engagement. He also led online & offline marketing at Ancestry where he launched media for the world’s #1 DTC consumer DNA testing brand and helped build out global digital marketing for the Gap family of brands. Mark has deep consumer and retail marketing experience, launching new businesses and brands over the last decade.

H.I.G. Capital is a leading global alternative assets investment firm with $53 billion of capital under management.* The H.I.G. family of funds includes private equity, growth equity, debt/credit, real estate and biohealth. H.I.G. aligns itself with committed management teams and entrepreneurs to help build businesses of significant value. Our team of 500 investment professionals has substantial operating, consulting, technology and financial management experience, enabling us to contribute meaningfully to our portfolio companies.

* Based on total capital commitments managed by H.I.G. Capital and affiliates.

Jason Friedrichs

Director, Portfolio Operations, Altamont Capital Partners

Jason Friedrichs is a Director for ACP. Jason partners with management teams to build great businesses in ACP’s portfolio. Prior to joining ACP, Jason worked with the portfolio companies of private equity firm Advent International. As a Vice President, he drove strategic initiatives which created a foundation for growth at a family-run healthcare technology / business service firm, Connolly (now Cotiviti). He also led teams to drive multiple operational improvements that supported the successful turnaround at Charlotte Russe, a retailer. Jason began his career at Bain & Company. While working in Bain’s New York, Sydney, Boston and San Francisco offices, he helped drive organizational transformations and successful growth strategies across the telecom/technology, consumer, and business services industries. Jason received an M.B.A. from Stanford Graduate School of Business and a B.A. with honors from Yale University.

Altamont Capital Partners is a private equity firm with over $3.5 billion of capital under management, focused primarily on making long term, control investments in middle market businesses. We are often drawn to companies undergoing a transition, either operational or strategic, which we believe we can help navigate. Our approach relies on partnering with strong management, supporting the business with our considerable resources, and bringing a constructive and pragmatic mindset to drive significant long-term value.

Deborah Gallegos

Managing Director, Palladium Equity Partners

Ms. Gallegos joined Palladium in 2021 and serves as a Managing Director. Ms. Gallegos serves on the Board of Directors of Palladium portfolio companies Health Connect America, Kymera and Spice World. Ms. Gallegos has more than 25 years of experience in public fund administration, portfolio management, and plan sponsor consulting. Ms. Gallegos previously managed the $6.5 billion general account for CSAA Insurance Group, a AAA insurer. Ms. Gallegos was the Director of Manager Research for Strategic Investment Solutions (now Verus Investments) where she was responsible for the overall direction and supervision of SIS’s manager research effort. Ms. Gallegos served as the Chief Investment Officer for the $100 billion New York City Employee Retirement System and the Deputy State Investment Officer for the New Mexico State Investment Council. Ms. Gallegos earned her BA from the University of California, Berkeley and her MBA from the University of California Haas School of Business where she was a Robert A Toigo Foundation Fellow. She holds the CTP and FPAC certifications and is an Executive Member of the Latino Corporate Directors Association.

Palladium is a middle market private equity firm with approximately $3 billion in assets under management. The firm seeks to acquire and grow companies in partnership with founders and experienced management teams by providing capital, strategic guidance and operational oversight. Since its founding in 1997, Palladium has made 38 platform investments and 142 add-on acquisitions.

Palladium is a signatory of the United Nations supported Principles for Responsible Investment (PRI). The PRI is recognized as the leading global network for investors committed to integrating environmental, social and governance (ESG) considerations into their investment decision making.

For more information on Palladium, please visit www.palladiumequity.com.

Bala Ganesan

Managing Director, Special Situations, Oaktree Capital Management

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/.

Ignacio Giraldo

Partner, TPG Rise

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

Lauren Goldstein

Private Equity Practice Lead, Winning by Design

Lauren helps transform high growth organizations through go-to-market strategies focused on revenue optimization and delivering excellent customer experiences. She brings incomparable energy, vision, and intelligence across her 25 years of leadership experience. Lauren has driven growth and successful outcomes for her clients, including Adobe, Airbnb, American Express, GE, Google, HP, IBM, JP Morgan Chase, LinkedIn, Microsoft, Salesforce and Tableau, as well as dozens of private equity-backed growth stage technology companies.

She is a co-founder and executive board member of Women in Revenue, a 501(c)(3) organization, which empowers current and future women leaders in technology sales, marketing, and customer success roles with education, mentorship, and networking opportunities. Lauren is also a frequent speaker at digital and growth marketing industry events such as SaaStr and the Digital Marketing Summit series, as well as featured in publications such as Forbes. She was recently named one of the Top B2B Marketing Experts to Follow by Marketing Insider.

Lauren’s experience spans across account-based sales and marketing, go-to-market acceleration, marketing automation strategy and execution, content strategy, sales and marketing alignment, partner channel sales, business growth strategies for new logo acquisition, and customer value expansion.

In her current role as Private Equity Practice Lead for Winning by Design, Lauren drives revenue optimization and growth in portfolio companies by partnering with equity firms to implement recurring revenue operating models and proven revenue frameworks.

Lauren is also a mom of two boys (Jack and Evan) and happiest on the slopes with her family, hiking with friends, or enjoying morning marathon training runs.

Winning by Design is a global B2B revenue consulting and training company that enables recurring revenue teams to architect sustainable growth. With our experience as operators of high-growth companies, we apply scientific frameworks and proven models to help Sales, Marketing, and Customer Success teams at B2B SaaS companies and global enterprises achieve impact. Founded in 2012, WbD is a fully remote company, serving 600+ leading organizations around the world, including Uber Eats, DocuSign, MURAL, and OwnBackup. The company has been recognized for its success, including earning placements as one of the fastest growing private companies (#147 on the Inc. 5000 of 2021, and #2 on Silicon Valley Business Journal).

We have collaborated with dozens of Private Equity and Growth Equity firms to help unlock growth opportunities and deliver revenue optimization for their portfolio companies.

Scott Graham

Operating Partner, Marketing and Growth, Diversis Capital

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.

Dan Grosh

Operating Partner, Human Capital, Diversis Capital

Dan Grosh is an Operating Partner, Human Capital at Diversis. He focuses on talent strategy, enhancing leadership teams and special projects for Diversis and the firm’s portfolio. Dan has played a significant role at Calibre One. He served on the global operating committee with responsibility for management, vitality and scale of the US Operations, while driving record revenue growth during his tenure. Previously, Dan was the Technology Practice Leader - Americas Region for Boyden, one of the largest retained executive search firms in the world. Dan holds an MBA from Golden Gate University and a BA in Communications from the University of Minnesota.

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.

Todd Hall

Director, AspireHR

As Director of Sales for the Midwest and West regions at AspireHR, Todd Hall is responsible for helping organizations improve employee experiences, achieve a faster ROI, and transform digitally with Human Capital Management (HCM). Todd specializes in helping clients assess and create growth strategies in accelerated timelines. He advises clients on proven investments and solutions that can help realize value in a predictable manner throughout the deal life cycle, bringing 15 years of HCM experience and best practices in the areas of payroll, HRIS, Recruiting, and Talent Management.

Prior to Joining AspireHR, Todd worked with multiple HCM software companies focused in areas such as job board aggregation, HCM analytics, and other products that enhance the SAP HCM space.

AspireHR is a certified, women-owned SAP Gold Partner that creates business success through HCM digital transformation. We focus on the unique needs of PE firms by delivering the power of the Cloud to create employee-first successes and next-generation HR experiences that empower individuals, simplify everyday processes, and enable leaders to make strategic, people-focused decisions. With over 700 HCM implementations across 40 industries and in 49 countries, AspireHR has established itself as a market leader. AspireHR has developed proprietary tools that simplify and accelerate implementations to reduce project risks and accelerate ROI. In an effort to streamline key project phases, we offer focused strategic services such as change management, automated data migration, business process optimization, and test script development. Our AMS/BPO practice enables clients to focus on people, strategy, and execution to maximize your long term ‘run’ vision and allow organizations to stay focused on their core business.
www.aspirehr.com

Dan Hawkins

Founder and CEO, Summit Leadership Partners

Dan is the CEO and Founder of Summit Leadership Partners. He advises boards, CEO's, investors and business leaders on strategy execution and value creation through leadership and organizationperformance. After a successful corporate career, Dan founded Summit Leadership Partners in 2014 to help growth-oriented companies and business leaders scale and improve performance.

Under Dan’s leadership, Summit Leadership Partners has become the industry leader for PE investors and high growth companies in leadership and organization assessment and performance, recognized by Forbes as America’s Best Management Consulting Firms in 2022 & 2023, consecutively ranked as one of Inc. 5000’s Fastest Growing Private Companies in America from 2020-2022, and listed as #5 on Consulting Magazine’s 2020 Fastest Growing Companies.

Dan partners closely with clients to catalyze change and is an expert in leadership, strategy, assessment, executive and organization development. He is practical, insightful, highly focused on outcomes and is appreciated for his direct, courageous, and well-informed insight.

Previously, Dan’s worked with leaders as a CHRO at top global public and private companies such as Asurion, Ingersoll Rand, MagneTek, and Hoechst Celanese, and has worked across a variety of industry sectors, such as life sciences, chemicals, technology, health care, consumer products, retail, industrial and financial services.

Dan is an active member of several industry and professional organizations, such as Fast Company’s Executive Board, Bloomberg Breakaway CEO Network, Forbes Coaches Council, Inc Masters, the International Coaching Federation (ICF), the Society for Industrial Organizational Psychology (SIOP) and the American Psychological Association (APA).

He serves on the boards of Clemson University College of Business and the Belk College of Business, University of North Carolina Charlotte. Previously, Dan served on the board of AquestaBank, Best Practices Institute (BPI), Center for International Business & Economic Research (CIBER), Central Indiana & Central Carolina United Way, and the Purdue Krannert Business School. He also served as an active member of the Charlotte Business Innovation& Growth Council (BIG) and the Nashville Healthcare Council's Leadership in Healthcare.

Dan has authored and presented numerous topics on CEO performance, leadership, organization change, strategy, leading in global contexts, and strategic talent management. He is regularlyfeatured in top business publications, such as Fast Company, Bloomberg, Forbes, Inc, Yahoo! Finance, and Chief Executive Magazine, and industry publications, such as Boardroom Insider, Consulting Magazine, HR Executive, Mergers & Acquisitions, and Middle Market Executive.

Dan is a Board-Certified Executive Coach (BCC) and holds a NACD Directorship Certification along with a bachelor’s degree in Psychology and Management from Clemson University and a master’s degree in Industrial and Organizational Psychology from University of North Carolina, Charlotte.

He has a passion for youth education and partners with local non-profits in North Carolina making a strong community impact, including Heart Tutoring, Girls on the Run, Clemson University’s Student Leadership Signature Program, and University of North Carolina at Charlotte’s Organizational Science Institute Program. He enjoys skiing, hiking, wake surfing, exercise, and anything outdoors with his family.

Summit Leadership Partners advises boards, investors, CEOs and senior leaders on strategically scaling business through talent and organization assessment, coaching, executive team effectiveness, leadership development and organization performance improvement. In addition to using advanced behavioral science and data driven tools to uncover opportunities and challenges, our exceptional consulting team deploys real-world solutions based on proven business experience and acumen. Summit is located in Austin, Boston, Charlotte, Dallas, Denver, Los Angeles, Miami, Minneapolis, Nashville, New York, Raleigh, San Francisco and Washington DC. For more information, visit www.summitleadership.com, and follow us on LinkedIn, Twitter and Facebook.

Margo Hays

Managing Director, Digital Strategy, TSG Consumer Partners

Margo Hays is a Managing Director in TSG’s Larkspur, CA office. She established and leads a team of digital operators that work alongside our portfolio brands and investment teams to drive value through digital transformation. She has dedicated her entire career to designing consumer-centric digital experiences for consumer brands and agencies like Walmart, Sephora, Restoration Hardware, Uniqlo, Visa, Audi and AKQA.

TSG Consumer is a global leader in consumer-focused private equity with over 35 years of experience building brands into household names. TSG invests in disruptive, high-growth brands like VitaminWater, Planet Fitness, IT Cosmetics, Dutch Bros Coffee and REVOLVE Clothing, and partners with our portfolio companies through a strong team of seasoned operators and investment professionals.

Marc Herdegen

Senior Operating Partner, Strategy, New State Capital Partners

Marc Herdegen joined New State Capital Partners in 2018 with more than 20 years of experience in leadership and management, product development, investment, and strategy consulting. Marc has led global organizations, launched new products, developed growth strategies, and advised executives across a range of industries. Prior to New State, Marc was a Senior Director at Honeywell International responsible for leading multiple product lines, with full P&L responsibility. As an enterprise General Manager, Marc had primary responsibility for developing and implementing strategies to drive revenue growth and operating income expansion for the flagship integrated avionics product lines in Honeywell’s Aerospace Strategic Business Group.

Previously, Marc was an executive at I-Group LLC, a private investment company where he sourced, screened, and managed investments in a variety of industries. Prior to this, Marc was a consultant at Bain & Company, where he worked on industrial, medical, retail, and financial services projects, primarily for private equity clients. Marc started his career as an aviation officer in the United States Army, where he was an AH-64D Longbow Apache attack helicopter pilot, and aviation maintenance and logistics expert. Marc was awarded the Bronze Star and two Air Medals during his service as a Company Commander in Iraq. Marc received his undergraduate degree in Economics from the United States Military Academy at West Point and earned an M.B.A. from the Harvard Business School.

We founded New State Capital to be more nimble, more decisive and more cooperative than bigger, institutional private investment firms. In short, we aim to be good partners.
We also think of ourselves as entrepreneurs, not just asset managers. In this context, we pride ourselves on our long-term outlook. We approach each potential investment as an opportunity to create a long lasting and valuable relationship. This is why our prior counterparties serve as our strongest advocates. Moreover, our firm started as an independent sponsor and as such we seek to support and provide services to independent sponsors.

Our success will be directly linked to the success of our portfolio companies individually. By contrast with other firms who have large, diverse portfolios, and who de-emphasize the importance of any given investment, our entrepreneurial approach maximizes the chances for shared success. This must-succeed attitude creates an alignment of interests with our management partners.

We have made a deliberate choice to employ an experienced team. Because our senior principals also execute our investments, we must be highly selective. This also allows us to be very decisive and flexible. We evaluate each company’s business and financial needs and create the structure that best fits the situation.

Critically, we are focused on growth. For example, we have executed fourteen add-on acquisitions – on average, nearly one for each platform company. We also try to balance our focus on growth with the realistic expectations of inevitable challenges.

INVESTMENT CRITERIA
• MIDDLE-MARKET COMPANIES
• $8-35MM OF EBITDA
• UP TO $100MM OF EQUITY
• ADD-ONS FOR EXISTING PORTFOLIO COMPANIES

INDUSTRIES
• BUSINESS SERVICES
• INDUSTRIALS
• CONSUMER

HIGHLY EXPERIENCED TEAM
• PRINCIPALS MANAGE ALL INVESTMENT OPPORTUNITIES
• OPERATING TEAM MADE UP OF INDUSTRY EXPERTS

ENTREPRENEURIAL MINDSET
• NIMBLE, CREATIVE AND DECISIVE
• PASSIONATE ABOUT WHAT WE DO
• COMMITTED TO SUCCESS
• LONG-TERM PERSPECTIVE

Jean Hill

Managing Director, Alvarez & Marsal

Jean Hill is a Managing Director with Alvarez & Marsal’s Corporate Performance Improvement in New York, and is also the National Solution Leader for CPI’s Digital and Technology Services practice. She specializes in leading initiatives that re-imagine enterprise strategy and leverage technology to drive transformative change and results.

With more than 25 years of experience, Ms. Hill has provided leadership for complex engagements, delivering actionable plans to ignite change, address leadership gaps and drive value. She has worked across multiple business contexts including mergers and acquisitions (M&A), enterprise transformations and periods of rapid growth.

Currently at A&M, Ms. Hill is working with a $30 billion financial services company to establish new capabilities in an effective and compliant manner, including a multi-business line transformation to improve overall regulatory compliance. She also recently developed and implemented a strategy for a major healthcare provider that entailed a new sourcing model, revamping their technology offerings and restructuring their technology organization that led to $400 million in savings.

Prior to joining A&M, Ms. Hill was the Chief Technology Officer (CTO) of First New York Securities, where she built a technology platform that allowed the business to transform from a prop shop into an asset management company. She held a number of senior roles at the Federal Reserve Bank of New York, Merrill Lynch and DLJ. As a Managing Director at Morgan Stanley, she led both its global wealth and institutional technology services organizations. She created and implemented managed-services models with strategic partners in the service desk and desktop support, among others. These initiatives led to steady service improvements and savings of more than $100 million.

Ms. Hill earned a bachelor’s degree from Cornell University and a J.D. from Fordham University. She is admitted to the New York Bar. She is an active Cornell alum and serves on the Cornell Council, the President’s Council of Cornell Women and the Advisory Board for the Cornell undergraduate business program. Ms. Hill also sits on the Board of Directors for Per Scholas, a workforce development non-profit. She is a passionate advocate for diversity in the workplace and frequently speaks and leads panel discussions at diversity forums and events.

Companies, investors and government entities around the world turn to Alvarez & 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 A&M on LinkedIn, Twitter and Facebook.

Tye Howell

Operating Partner, Rubicon Technology Partners

Tye Howell is an Operating Partner at Rubicon Technology Partners, a PE firm focused on middle-market enterprise software companies. When not working across disciplines with his dedicated portfolio companies, he leverages his specialty in CIO-related topics across the portfolio (e.g. Data Analytics, Systems, Cybersecurity, Digital Transformation). Prior to Rubicon, Tye was an Operating Partner at Blue Point Capital Partners specializing in Digital Transformation. Prior to Blue Point, Tye worked for Accenture helping middle market and megalithic software clients envision and deliver digital and data-based transformations across most corporate functions. Tye holds an MBA with a concentration in Finance and a BA with a concentration in Statistics.

Chris Hueneke

Chief Information Security Officer, RKON

Chris Hueneke leads the Security Practice at RKON responsible for Security Advisory and Security Operations services. He is currently the virtual Chief Information Security Officer for several Private Equity portfolio companies adding value by protecting organization’s in financial services, manufacturing, retail, and non for profit. He has over 25+ years of experience leading international security and risk programs and teams global organizations such as Arthur Andersen, Marsh & McLennan, Zurich/Farmers Insurance, United Airlines, Ace Hardware, and Cottingham & Butler. His extensive professional experience has provided him with the vision to build out his OnPAR (Preparedness, Assurance, Response) framework integrating proactive security, governance, risk, and compliance disciplines to protect the business and IT objectives. Chris’ global leadership expertise includes building IT risk and security teams from ground up and consulting on improvements in threat protection, vulnerability management, identity and access management, and security monitoring. He is an engaging leader able to communicate technology strategy, architecture, and critical risks effectively to key stakeholders, executive leadership, and boards of directors. Chris earned a Bachelor of Arts degree in Computer Information Systems and Minor in Economics from Clarke University and holds several certifications including Certified Information Systems Security Professional (CISSP), Information Technology Infrastructure Library (ITIL) Foundations, and ISO 27001 Information Security Management System (ISMS) Auditor. His work has been recognized by being awarded with various accolades such as the Arthur Andersen Managing Directors’ Award, Ace Hardware Pinnacle Award, nominated for CIO Magazine’s Ones to Watch, and nominated for Chicago CISO of the Year.

RKON is a US based IT firm focused on providing IT solutions from strategy to execution for mid-market, high-growth, Private Equity owned businesses. With over 25 years of experience specializing in carve-outs, roll-ups and platform build strategies, we have hundreds of clients that rely on us for design, implementing and running their IT systems. We also help our clients mitigate and manage cyber security risks and achieve and maintain compliance including HIPAA, PCI and others. We help Private Equity firms directly with our investment thesis based Diligence or helping assess their portfolio via our Diagnostic Assessments. With a service offering from Diligence to Exit, RKON can ensure that IT is aligned to the business and thesis.

Rishi Jain

Managing Director and Co-Head of Western Region, Accordion

Rishi is a Managing Director and the Co-Head of Accordion’s Western Region. He has more than two decades of experience supporting management teams and leading finance and operations initiatives in both stressed and distressed environments.

Rishi specializes in liquidity management, financial and strategic planning, and the implementation of financial strategies for corporate turnarounds. His experience spans a variety of sectors, including Consumer Electronics, Business Services, Software and Healthcare.

Prior to joining Accordion, Rishi helped lead Alvarez & Marsal’s San Francisco corporate restructuring and turnaround practice for over 10 years and served in a variety of senior financial operating roles, including Treasurer.

His most notable assignments at Alvarez & Marsal include helping lead the restructuring for Washington Mutual and its predecessor entity, WMI Liquidating Trust. His other notable assignments include leading liquidity management and working capital engagements for a $500 million sponsor owned dental support organization (DSO), a $4 billion sponsor owned non-assets-based logistics company, and a $300 million IT and software support services company.

Prior to A&M, Rishi worked at Nightingale & Associates, a boutique restructuring advisory firm specializing in interim management assignments. He began his career in investment banking, working in the technology investment banking practices of RBC Capital Markets and Montgomery Securities.

Rishi received a Bachelor of Science in Electrical Engineering and Computer Science (E.E.C.S.) from the University of California, Berkeley and a M.B.A. from the Wharton School of Business.

Accordion is a private equity-focused financial consulting and technology firm that provides operational prowess and an execution-oriented approach to maximize value. Rooted in a heritage of serving the office of the CFO, Accordion's professionals thrive at the intersection of sponsors and management teams within the private capital markets. The firm's core services include: operational and technical accounting, strategic financial planning and analysis, transaction execution, public company readiness, performance improvement, and, following its 2021 acquisition of Mackinac Partners, now also include CRO and restructuring advisory, and turnaround and interim management. Across all of Accordion's services, clients are supported by deep expertise in CFO-specific technology and finance-led transformations. Accordion is headquartered in New York and has nine offices including those located in Boston, Charlotte, Chicago, Dallas, Detroit, Los Angeles, San Francisco, and South Florida. https://www.accordion.com/

Kevin Jeon

Director of Revenue Optimization, Peak Performance Group, Summit Partners

Kevin is a member of Summit’s Peak Performance Group and works with management teams to identify and execute growth strategies that build long-term value. He collaborates with leadership teams to help expand and drive revenue growth and optimization strategies. Additionally, he works with Summit’s investment professionals to conduct GTM diligence and advise Value Creation Plans.

Prior to Summit, Kevin was the Global Head of GTM Strategy and Operations at Splunk, where he scaled the company’s direct sales organization from 400 to 1,000+ in 3.5 years. Previously, Kevin held various leadership roles at Salesforce, where he managed enterprise sales strategy and operations. He began his career in Financial Analyst roles at companies including Sephora-LVMH and BMHC.

Kevin holds a BA in international political economy from the University of California, Berkeley.

Summit Partners is a global alternative investment firm currently managing more than $21 billion in capital dedicated to growth equity, fixed income and public equity opportunities. Since its founding in 1984, Summit has partnered with more than 500 companies across technology, healthcare and other growth sectors. These companies have completed more than 160 public offerings and more than 200 have been acquired through strategic mergers and sales. Summit maintains offices in Boston, Menlo Park and London, and invests in companies around the world.

Ben Johnson

Managing Director, Product Management, LLR Partners

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.

Sam Johnson

Vice President, Portfolio Operations and Head of ESG, Arcline Investment Management

As VP of Portfolio Operations and Head of ESG, Sam Johnson partners with Arcline’s portfolio company management teams to design and execute value creation initiatives. He also coordinates all ESG activities throughout the firm and portfolio. Prior to Arcline, Sam partnered with industrial clients as a consultant at Bain & Co to deliver strategy and operational improvement engagements. He started his career as an engineer and project manager in the energy industry, working offshore in the Gulf of Mexico. Sam has a BS in Electrical and Computer Engineering from Cornell University and an MBA from Harvard Business School.

Prital Kadakia

Partner, Serent Capital

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.

Ted Kamionek

Operating Partner, STG Partners

Ted recently joined STG in January of 2022 as an Operating Partner focused on GTM Transformation. Prior to STG, Ted served as COO and CRO of RSA Security, an $800M security software company. Ted ran the Global Sales, Channel, Inside and Customer Success teams for 10+ years. He also drove the transformation of the sales engine pre- and post-acquisition by STG. Prior to RSA, Ted held several Leadership roles at RSA, Dell and EMC in Sales, Channel, Sales Operations, SaaS Operations, M&A and Product Management. Ted also worked at start-up companies, including FireFly Networks, a MIT Media Lab Venture, that was acquired by Microsoft.

STG is the private equity partner to market leading companies in data, software, and analytics. The firm brings expertise, flexibility, and resources to build strategic value and unlock the potential of innovative companies. Partnering to build customer-centric, market winning portfolio companies, STG creates sustainable foundations for growth that bring value to all existing and future stakeholders. The firm is dedicated to transforming and building outstanding technology companies in partnership with world class management teams. STG’s expansive portfolio has consisted of more than 35 global companies. For more information, please visit www.stgpartners.com.

Agnes Krygier

Director, Portfolio Operations, GI Partners

Agnes Krygier is a Principal, Portfolio Operations of GI Partners. Ms. Krygier currently serves on the board of Sectigo. Prior to joining GI Partners, she was a Director at Marlin Operations, where she was driving top-line growth and profitability improvement across their portfolio of companies. Prior to Marlin Operations, Agnes was part of Cerberus Capital Management, where she focused on large scale corporate transformation. Ms. Krygier was a founding member of McKinsey & Co’s RTS practice in Europe and Middle East. Earlier in her career, she worked as an investment banker focused on restructuring and M&A at Goldman Sachs and Houlihan Lokey.

Founded in 2001, GI Partners is a private investment firm with over 120 employees and offices in San Francisco, New York, Chicago, Greenwich, and Scottsdale. The firm has raised over $32 billion in capital from leading institutional investors around the world to invest in private equity, real estate, and data infrastructure strategies. The private equity team invests primarily in companies in the healthcare, IT infrastructure, services, and software sectors. The real estate team currently manages $17.7 billion in assets, with a focus on technology and life sciences properties as well as other specialized real estate sectors and strategies. The data infrastructure team invests primarily in hard asset infrastructure businesses underpinning the digital economy.

Prachi Kanabar

Head of Portfolio Operations, Sunstone Partners

Prachi Kanabar is Head of Portfolio Operations at Sunstone Partners. Prachi leads the portfolio operations team and works closely with management teams of all portfolio companies on initiatives that drive sustained growth and operational excellence.

Prior to joining Sunstone Partners in 2019, Prachi held portfolio operations roles at various private equity firms, including Vista Equity Partners and K1 Investment Management. Prachi has over 9 years of experience in private equity portfolio operations driving value creation initiatives and operating plans at portfolio companies in the areas of human capital, sales and marketing, customer operations, FP&A, business process improvements, business applications, M&A integrations as well as managing an ecosystem of third-party advisors that help drive value across the portfolio.

Raised in India, Prachi earned a BS in Electronics Engineering from the University of Pune (India) and a MS in Biomedical Engineering from the University of Akron.

Manek Kapur

Senior Vice President, Technology Private Equity, Partners Group

Manek Kapur is a Senior Vice President at Partners Group focused on Technology investments and Technology innovation in the Americas portfolio. He has more than fifteen years of experience in a variety of investing and operating roles, mostly focused on Technology. Manek joined Partners Group in 2019.

Manek previously worked at Google in a strategy and investments role, driving initiatives on behalf of a Google C-level executive. Prior to that, Manek was a management consultant at Boston Consulting Group, where he advised large enterprises on a broad spectrum of strategic topics, including next-generation IT, digital strategy, corporate venture capital, M&A, and growth strategy. Manek started his career in the FinTech world, working in various strategy and investing roles at Goldman Sachs and Broadridge Financial. Manek holds an MBA from Columbia business school and a bachelors in computer engineering from Rutgers University.

Partners Group is a global private markets investment manager, serving around 900 institutional investors. We have USD 119 billion in assets under management. We realize potential in private markets by financing and developing great companies, desirable real estate and essential infrastructure. Our global private equity team has directly invested in over 240 businesses since inception. By combining strategic insight and a successful investment track record spanning over two decades, we create sustainable value in these investments.

Jeffrey Klein

Managing Director, Alvarez and Marsal

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.

Bobbi Kommineni

Operating Partner, Terminus Capital Partners

Bobbi Kommineni is the Operating Partner at Terminus Capital Partners (TCP), a growth-oriented private equity firm focused exclusively on majority investments in B2B software companies. At TCP, she leads a team of experts in sales, marketing, engineering, client services and infrastructure to provide a hands-on approach to drive portfolio company performance and coach management teams to achieve scale. Previous to TCP, Bobbi was COO of the Think3 fund within ESW Capital where she managed the acquisition, integration and day to day operations of 12 portfolio companies with recurring revenue over $75mn. Think3 investments varied across different sectors of technology including: AWS PaaS, content management, edtech, retail and remote team management.

Prior to her work in private equity, Bobbi was COO of RideAustin, a nonprofit rideshare, where she helped to build a platform and organization which delivered over 3M rides and donated over $450K to the local community. Bobbi has also spent 10 years advising Tier 1 retailers on strategy and systems to improve planning process at Oracle Retail, and held global positions within sales, product marketing and consulting services at Dun & Bradstreet, i2 Technologies and Trilogy Software.

Bobbi holds a BS in Mechanical Engineering from the Massachusetts Institute of Technology and an MBA from the University of Texas McCombs School of Business. In her free time, she serves on the board of Planned Parenthood of Greater Texas and the Austin Parks Foundation. Bobbi is a long-time resident of Austin, TX where she enjoys the outdoors with her 2 children and husband.

Terminus Capital Partners is a private equity firm focused on mature enterprise software companies. The firm makes control investments in B2B software companies and uses its proprietary corp dev, in-depth operations, and buy-and-build approaches to make its portfolio companies leaders in their vertical markets. Founded in 2017 and based in Atlanta, GA, the firm has deployed over $256m of equity capital across 8 platforms and is currently investing its first long-duration fund of $190m raised in December, 2021.

Punit Kulkarni

Global Private Equity Leader, Persistent Systems

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.

Martina Lauchengco

Partner, Costanoa Ventures

Martina spent 30 years as a marketing and product leader. She started her career working on market-defining software, Microsoft Office and Netscape Navigator. She teaches what she’s learned with SVPG and is a lecturer at UC Berkeley's graduate school of engineering. As a partner at Costanoa Ventures, she sits on multiple boards and coaches startups. She is the author of LOVED: How to Rethink Marketing Tech Products. Martina holds a B.A. in Political Science and M.A. in Organizational Behavior from Stanford University. She's a native Californian, mother of two, and proud wife to Chris.

Founded in 2012, Costanoa Ventures partners with builders as early as company formation, with a focus on apps and infrastructure in data, dev, and fintech. Costanoa is a long-term partner to entrepreneurs who want hands-on help in their earliest company stages on all things go-to-market and talent. For more information, please visit www.costanoavc.com

Dave Leong

Account Executive, Illumiti

About Dave Leong: Dave Leong has over 25+ years selling software and implementation services to companies in high-tech, manufacturing, services and more. As an Account Executive Dave has been successful understanding the dynamics of companies growing, merging, divesting, and planning for big strategic changes using technology and business process change to enable success. Understanding go-to market strategies in order to grow revenues has been a staple for success.

iLLUMITI helps customers run smarter, faster, and leaner. It’s how we function and help our clients move the needle. We better understand the challenges, design the appropriate solutions, and follow-through to ensure the required transformations are set in place. It’s the key capabilities usually desired by most stakeholders. We understand an ERP and a focused process by a good implementation partner can help organizations get there.

Thad Longson

Operating Principal, HGGC

Broad experience in financial services, corporate development, M&A, strategy, project management, process improvement, strategic change, data management, integrations, carve outs and financial cost management.

Guided and influenced the strategy and execution of long-range business plans, financial road-maps and annual operating plans that drive smart growth and long-term sustainability.

Specialties: M&A Integration, Strategic Planning & Execution, Process Improvement, Cost Optimization, Operations Management, Competitor Analysis, Industry Trends, Product Strategy, Resource Planning & Allocation, Operational Metrics, Data Analytics

HGGC is a leading middle-market private equity firm with over $5.6 billion in cumulative capital commitments. Based in Palo Alto, Calif., HGGC is distinguished by its Advantaged Investing approach that enables the firm to source and acquire scalable businesses through partnerships with management teams, founders and sponsors who reinvest alongside HGGC, creating a strong alignment of interests. Since its inception in 2007, HGGC has completed more than 200 platform investments, add-on acquisitions, recapitalizations and liquidity events with an aggregate transaction value of over $30 billion. More information, including a complete list of current and former portfolio companies, is available at www.hggc.com.

Jim Lott

Managing Director, Peak Growth Consulting, Peak Rock Capital

Jim is a Managing Director of Peak Growth Consulting/Peak Rock Capital. Prior to joining the firm he served as CIO/Operating Executive at GTCR, where he led portfolio initiatives focused on investments and operations across the technology sector. He has also held CIO and various other technology-oriented leadership roles at businesses ranging from global manufacturers to software development firms. Jim earned a master’s degree in business administration from the Kellogg School of Management at Northwestern University and a bachelor’s degree in history from the University of Maryland.

Peak Rock Capital is a leading middle-market private investment firm headquartered in Austin with an office in London. Peak Rock’s funds invest in middle-market private equity, corporate credit, and commercial real estate.

Peak Rock’s equity investment platform focuses on opportunities where it can support senior management to drive rapid growth and performance improvement, with expertise in corporate carve-outs and partnering with families and founders seeking first-time institutional capital.

Peak Rock’s credit platform invests across capital structures, with a broad mandate to provide flexible, tailored capital solutions to middle-market and growth-oriented businesses.

Peak Rock’s real estate platform makes equity and debt investments in small to mid-sized real estate assets in attractive, growing geographies.

Karl Meyer

General Partner, Digital Alpha

Mr. Meyer has been a business development and operational leader in Silicon Valley at both growth stage and large companies for over two decades, during which he and Mr. Shrotri have worked together twice before. At Incorta, Mr. Meyer started the business development function and also led both the HR and Finance functions. The business development function sourced over 70 percent of Incorta’s new revenue through 2021. Prior to Incorta, Mr. Meyer led the Enterprise Business Development function at Kleiner Perkins as an Operating Partner. Mr. Meyer also has experience at leading Silicon Valley firms, as he drove corporate initiatives at both HP and Cisco. Mr. Meyer drove the analytics and cloud strategies at HP, which were the company’s two fastest growing businesses. He also was a key team member in driving the cloud, cybersecurity, and emerging markets strategy at Cisco. Earlier in Mr. Meyer’s career, he was in a business development role at two high growth firms. Linuxcare was funded by Kleiner Perkins and acquired by Computer Associates, now part of Broadcom. Mr. Meyer also led the business development function at XDegrees, which was acquired by Microsoft. Mr. Meyer is a cum laude Economics graduate of Pomona College and studied abroad at University College, Oxford.

Digital Alpha Advisors, LLC is an investment firm focused on digital infrastructure required by the rapidly expanding digital economy, with total assets under management of over $1.5B. The firm has a strategic collaboration agreement with Cisco Systems, Inc. and has partnered with other leading Silicon Valley firms. Digital Alpha believes it is the first firm focused on making private equity investments in the significant growth opportunities required to underpin the Digital Economy, including next generation communications networks, IoT platforms for urban infrastructure, and cloud-based data management platforms. Digital Alpha was founded in 2017 by Rick Shrotri, former Head of the Global Infrastructure Funds (GIF) team at Cisco, and closed its latest Fund – Digital Alpha Fund II, LP – in early 2021. For more information, please visit www.digitalalpha.net.

Lee McCabe

Operating Partner, AEA Investors

Lee joined AEA Investors in 2019 and serves as an Operating Partner. In addition to providing oversight for the digital value creation function, Lee is also responsible for digital diligence with prospective investments as well as ongoing work with the firm’s existing portfolio companies. He is primarily focused on working with portfolio companies to assess, develop and identify opportunities to build value creation via digital initiatives.

Prior to AEA, Lee most recently served as Vice President of North America at Alibaba Group, leading the company’s North American initiatives. Prior to Alibaba, Lee was the first Global Head of Travel at Facebook, where he was responsible for developing the company’s monetization and growth strategy. Previously, Lee held various executive positions at Expedia, including overseeing APAC and North America where he led many supply optimization initiatives. Earlier in his career, Lee was part of the start-up office for eBay UK, where he helped drive eBay’s market penetration with several initiatives across supply, product, digital payments and platform trust and safety. Lee started his career with Warner Music in London.

Lee studied at Warwick Business School where he earned an MBA. He also earned an MA from Sheffield Hallam University in Media Production.

AEA Investors LP was founded in 1968 by the Rockefeller, Mellon and Harriman family interests and S.G. Warburg & Co. as a private investment vehicle for a select group of industrial family offices with substantial assets. AEA has an extraordinary global network built over many years which includes leading industrial families, business executives and leaders; many of whom invest with AEA as active individual investors and/or join its portfolio company boards or act in other advisory roles. Today, AEA’s approximately 100 investment professionals operate globally with offices in New York, Stamford, San Francisco, London, Munich and Shanghai. The firm manages funds that have nearly $15 billion of invested and committed capital including the leveraged buyouts of middle market companies and small business companies, growth capital and mezzanine and senior debt investments.

Ashley McNamee

Managing Director, Revelstoke Capital Partners

Ashley McNamee is the Director of ESG at Revelstoke Capital Partners. Prior to joining Revelstoke, Ms. McNamee founded Alvarez and Marsal’s Environmental, Social and Governance (ESG) Services practice in Denver. Prior to A&M, she was the founding ESG practice lead for Lumen ESG. She also spent six years at Whiting Petroleum as the Director of Communications and Corporate Responsibility and Chief of Staff to the CEO. Prior to her work at Whiting, she had a 9-year career in broadcast journalism with NBC, CNN and MSNBC.

In total, Ms. McNamee brings 15 years of experience in ESG disclosures, performance metrics, report development, investor positioning, stakeholder engagement and communications. Ms. McNamee holds Bachelors’ degrees in Journalism and Political Science from Arizona State University. She is also attended Harvard University’s Sustainability Leadership Program in 2021.

Revelstoke is a private equity firm formed by experienced investors who focus on building industry-leading companies in the healthcare and related health and wellness sectors. Revelstoke partners with entrepreneurs and management teams to execute on a disciplined organic and acquisition growth strategy as it strives to build exceptional companies. Revelstoke is based in Denver, Colorado and has approximately $5.2 billion of assets under management. Since the Firm’s inception in 2013, Revelstoke has completed 169 acquisitions, which include 26 platform companies and 143 add-on acquisitions

Marco Mendes

Partner, Head of Portfolio Group North America, Advent International

Marco Mendes joined Advent in 2013. He has worked with more than 40 private equity portfolio companies during his career, 25 while at Advent. Previously, he spent seven years with Doughty Hanson, based in London, as an investment committee partner. Before his private equity career, Marco worked for 10 years in strategy consulting and executive positions in Telecoms, banking and Consumer goods, with responsibilities that included strategy, marketing, business development and sales. He has worked extensively across the United States, Europe and Latin America.

Marco has a BS in Business Administration and a master’s degree in Marketing, both from Universidade Católica Portuguesa, as well as an MBA from IMD, Lausanne, Switzerland.

Advent International is one of the largest and longest serving independent private equity partnerships. Since our founding in 1984, we have invested $56 billion in over 380 private equity investments across 42 countries. While every company is different, our hands-on approach to helping these businesses flourish has remained a constant.

Ours is a long-term business built on trust, and we take great care to protect and enhance the open, honest and inclusive culture that will always define Advent International.

Declan Morris

Private Equity Transformation Advisor, Amazon Web Services (AWS)

Declan Morris is a Transformation Advisor to Private Equity firms and their portfolio companies. Prior to joining AWS, Mr. Morris spent six years at Splunk where he served as CIO during an intensive hyper-growth period that saw revenues soar tenfold. In taking a cloud-first approach, IT enabled Splunk to access new markets through its Splunk Cloud offering. Pre-Splunk, Mr. Morris was Vice President of Cloud Operations for Adobe Creative Cloud where he played a key role in transitioning Adobe’s Digital Media business from shipping boxed software to a cloud subscription service. With many years in the high technology industry, he has also served in various IT leadership positions at eBay, PayPal, Goldman Sachs, and Charles Schwab & Co.

For over 15 years, Amazon Web Services has been the world’s most comprehensive and broadly adopted cloud offering. AWS has been continually expanding its services to support virtually any cloud workload, and it now has more than 200 fully featured services for compute, storage, databases, networking, analytics, machine learning and artificial intelligence (AI), Internet of Things (IoT), mobile, security, hybrid, virtual and augmented reality (VR and AR), media, and application development, deployment, and management from 84 Availability Zones within 26 geographic regions, with announced plans for 24 more Availability Zones and eight more AWS Regions in Australia, Canada, India, Israel, New Zealand, Spain, Switzerland, and the United Arab Emirates. Millions of customers—including the fastest-growing startups, largest enterprises, and leading government agencies—trust AWS to power their infrastructure, become more agile, and lower costs. To learn more about AWS, visit aws.amazon.com.

Martin Mumford

Operating Partner, Angeles Equity Partners

Martin is an Operating Partner at Angeles Equity Partners. He is responsible for the evaluation and due diligence of new investment opportunities, driving post-close transformation and providing oversight across portfolio investments.

Prior to joining Angeles Equity Partners in 2018, Martin was a Principal in the Consumer, Industrials, and Services group at Oliver Wyman where he was responsible for designing, managing, and delivering projects covering strategic and operational topics for consumer and B2B services companies. Before joining Oliver Wyman, Martin was an Infantry Officer in the US Army from 2005-2009, where he served with the 101st Airborne Division.

Martin earned a B.A. in International Relations from Stanford University and an M.B.A., with Honors, with a concentration in Finance from the Wharton School at the University of Pennsylvania, where he was a Palmer Scholar.

Angeles Equity Partners is a private equity firm that invests in companies across a wide range of sectors and specifically targets businesses that we believe can directly benefit from the firm’s deep expertise in operational transformation and strategic repositioning. This skill set drives the firm’s investment philosophy and can help businesses reach their full potential.

Shiv Narayanan

CEO and Founder, How To SaaS

Shiv is the Founder and CEO of How To SaaS. As an advisor, consultant, and fractional CMO, Shiv has helped Private Equity investors and CEOs generate hundreds of millions of dollars in enterprise value with marketing and demand gen. Shiv is also the author of Post-Acquisition Marketing: How to Create Enterprise Value in the First 100 Days — a framework all PE companies can use to grow their portfolio investments faster. Prior to How To SaaS, Shiv was the CMO of Wild Apricot, which was acquired by Personify and Rubicon Technology Partners in 2017 and flipped to Pamlico Capital in 2018.

How To SaaS helps leading private equity firms and their portfolio companies scale marketing and create enterprise value. Most B2B businesses heavily under-leverage marketing as a growth driver. How To SaaS addresses this with engagements that cover data operations, demand generation, content strategy, budgeting and forecasting, team structure, and marketing integration. We work with investors, founders, CEOs, and marketing leaders to build a strategic, data-driven marketing function that generates predictable demand and top-line revenue growth.

Greg Petraetis

Managing Director, Midmarket and Partner Ecosystem, North America, SAP

As head of Midmarket and Partner Ecosystem for SAP North America, Greg Petraetis is responsible for all facets of the organization’s operations. Along with accountability for sales and field project execution, Greg manages value-added resellers, third-party and OEM partners, distribution, inside sales, and managed cloud as a service (MCaaS). Underpinning these responsibilities is his unwavering commitment to ensure customers in this midmarket segment in the region have the strategic support they need to digitally transform, innovate, and grow.

Greg began his SAP career in 2008 and rejoined the organization in 2014. Most recently, he was chief operating officer for the General Business segment. Prior to that, he was head of Analytics in North America and led a team that drove SAP’s commanding position in the analytics space. Previously, as global vice president of sales for Big Data, Greg leveraged his more than two decades of sales and global strategy experience to raise the profile of the practice world-wide and establish viable operations and pricing structures. As group vice president of sales, he once again led a North America team focused on the financial services, telecommunications, retail, and consumer packaged goods industries to double digit year-over-year growth.

Before SAP, Greg served in executive sales roles at HelloWallet, ParAccel, Adobe Systems, and BusinessObjects (acquired by SAP in 2007) in Silicon Valley and Washington, DC. His track record of developing and leading customer-centric organizations that focus on architecture, delivery and support of cloud and on-premise solutions is underpinned by his deep industry experience in analytics, business intelligence, data management, and behavioral applications.

Greg holds an undergraduate degree, and a master’s degree in International Trade from State University of New York at Buffalo, New York, as well as a master’s degree in International Management from Portland State University in Portland, Oregon.

SAP’s strategy is to help every business run as an intelligent, sustainable enterprise. At SAP, we understand that your business is unique. Whatever your industry, market, size, or goals, we have solutions with predictable, affordable pricing to help you manage today’s priorities and challenges – while building the foundation to navigate tomorrow’s opportunities. We’re built for where you want to grow. As a market leader in enterprise application software, we help companies of all sizes and in all industries run at their best: SAP customers generate 87% of total global commerce. SAP helps give people and organizations deep business insight and fosters collaboration that helps them stay ahead of their competition. We simplify technology for companies so they can consume our software the way they want – without disruption. Our end-to-end suite of applications and services enables business and public customers across 25 industries globally to operate profitably, adapt continuously, and make a difference. With a global network of customers, partners, employees, and thought leaders, SAP helps the world run better and improve people’s lives. For more information, visit www.sap.com.

Andy Pickens

Managing Director, Apollo Portfolio Performance Solutions

Mr. Pickens joined Apollo in 2018 and serves as Managing Director, Data & Digital Transformation within the Apollo Portfolio Performance Solutions team. In this capacity, Mr. Pickens works closely with investment teams and management teams to define and execute value creation initiatives with portfolio companies that are enabled by data and digital. Immediately preceding Apollo, Mr. Pickens served in Business Operations & Strategy at Palantir Technologies, leading digital transformation initiatives for Fortune 500 clients, primarily in the logistics and pharmaceuticals industries. Previously, from 2012 until the company’s sale in 2016, he was CEO and Co-founder of Jamplify, a New York-based data analytics software company focused on the ticketing industry. Mr. Pickens started his career at Goldman Sachs in the Emerging Markets group of the Securities division. He graduated Magna Cum Laude from Duke University with a Bachelor of Science in Economics.

Apollo Global Management, LLC (NYSE: APO) (together with its consolidated subsidiaries, “Apollo”) is one of the world's leading alternative asset managers. Since its founding in 1990, Apollo's rigorous, value-oriented approach has sought to create uncommon opportunities for investors to achieve superior risk-adjusted results throughout market cycles. Apollo takes many paths to value, operating as one integrated global platform with over $330 billion of assets under management in private equity, credit and real assets. Funds managed by Apollo seek to invest in companies that are good corporate citizens, that have sound environmental, social and governance practices. To find out more, visit www.apollo.com.

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Eli Potter

CIO as a Service, Insight Partners

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.

Ravi Ravikumar

Operating Partner, Cota Capital

As an operating partner with Cota Capital, a premier technology investment firm, Ravi enjoys working with portfolio companies in making an impact in three key areas: Sales excellence and execution, value definition/customer engagement, and leadership development.

Ravi’s professional career includes several leadership roles with leading Enterprise software and Professional services firms. Most recently, as a Partner with Deloitte, Ravi led the Life sciences/SAP practice for the firm which included the sales and delivery of number of successful global transformation initiatives for his clients.

Prior to Deloitte, Ravi was a Vice President of Sales at SAP, after being hired to launch the Value Engineering function for the west region where he helped establish a consultative selling model.

Prior to SAP, as a Partner with Ernst & Young, Ravi served as the national sector leader for the High Technology practice and was a member of the Americas Management committee.

Ravi has an MBA from the University of Texas at Arlington, and a Bachelor’s in Accounting from India. He is a certified professional in manufacturing and inventory management with the American Productivity and Inventory Control Society (APIC). He has presented in several international conferences and taught certification courses at APICS.

Cota Capital is a San Francisco-based multi-stage investment firm focused on private and public modern enterprise technology companies.
A Partnership of Equals
We are true partners and work side-by-side with our founders and companies to build and scale businesses that will transform the future.

Empowering the Enterprise of the Future
Our core thesis is that enterprise technologies will continue to disrupt and reshape all industries and that great enterprise technology assets will continue to become more valuable and increasingly scarce.

Multi-Stage Perspective, Deep Insights
Opportunities in the technology sector are dynamic and move across innovation and liquidity cycles. By engaging with companies at every stage, we gain insights that help guide our portfolio companies and inform our investment approach.

Brian Regan

Managing Director and Chief Financial Officer, Spectrum Equity

Brian is a Managing Director and Chief Financial Officer, responsible for the firm’s financial activities, including strategic planning and executive mentoring for portfolio companies to support their growth. He brings an accomplished track record to the firm with more than 25 years of senior financial leadership roles and operating experience at Shutterfly, Nextag, Ticketmaster Entertainment, Expedia and LendingTree. Brian began his career as a CPA (inactive) providing audit and consulting services to financial services and capital markets clients at PricewaterhouseCoopers. He holds a BS from Bucknell University.

Spectrum Equity is a leading growth equity firm providing capital and strategic support to innovative companies in the information economy. For over 25 years, the firm has partnered with proven entrepreneurs and management teams to build long-term value in market-leading Internet-enabled software and information services companies. Representative investments include Ancestry, Bats Global Markets, GoodRx, Grubhub, Jimdo, Lynda, SurveyMonkey, The Knot Worldwide and Verafin.

Carlos Rodriguez

Senior Vice President, Operations, CriticalPoint Capital

Carlos Rodriguez, is CriticalPoint Capital’s Senior Vice President and head of portfolio company operations. He is responsible for strategy implementation, carve-out efforts, and is the primary liaison between portfolio company senior management and CPC’s partners. He comes to the firm with more than a decade of turnaround and restructuring consulting experience, along with four years in the investment management industry.

Most recently he was the founder and managing principal of Cardiff Advisors, LLC, a boutique consulting firm focused on providing performance improvement and consulting services to private equity clients. Prior to that, he was a Director in the Restructuring group at Alvarez & Marsal. He has also served on the investment team at HIG Whitehorse, a Dallas-based distressed credit manager.

Mr. Rodriguez is a graduate of Georgetown University with a double major in Finance and International Business. He was previously an active CFA charter holder, and a Certified Insolvency Restructuring Advisor (CIRA).

Founded in 2012, CriticalPoint Capital (“CPC”) is an operationally-focused private equity firm specializing in corporate divestitures, companies in a state of transition, and special situations across North America.

We are focused on acquiring companies in the lower-middle market with long-term value creation opportunities and with management teams that can benefit from patient capital to drive operational change and a thoughtful approach to growth.

Jorge Rosales

Senior Vice President, Insight Partners

Jorge joined Insight in 2022. He works closely with portfolio companies to drive growth, maximize value capture, and optimize their go-to-market strategy through pricing and packaging, positioning, and sales and marketing effectiveness.

Prior to joining Insight, Jorge was a Senior Vice President at Serent Capital, where he built and led the firm’s Pricing and Product Marketing Center of Excellence. Before this he was a Director at Simon-Kucher & Partners in their Silicon Valley and Toronto offices, and was a member of the firm’s global Software, Internet, and Media leadership team. Through these roles Jorge has worked with companies in the US, Canada, Latin America, and Asia.

Before Simon-Kucher, Jorge held roles at Citi’s Latin American Wealth Management and Corporate & Investment banking divisions (Lima and Panama City), at UBS Investment Bank (New York), and at Indesa Capital (Panama City), a leading Latin American boutique consulting firm.

Jorge received his BSc in Economics from the Universidad de Piura (Peru), and his MBA from the Simon Business School at the University of Rochester, where he was a Fielding Leadership Fellow, a recipient of the Dean’s Leadership Award, and was named by Poets & Quants one of the ”Best and Brightest MBAs in the Class of 2017.”

Insight Partners is a global software investor partnering with high-growth technology, software, and Internet startup and ScaleUp companies that are driving transformative change in their industries. The firm has invested in more than 750 companies worldwide and has seen over 55 portfolio companies achieve an IPO. Insight's mission is to find, fund, and work successfully with visionary executives, providing them with right-sized and practical hands-on software expertise along their growth journey, from their first investment to IPO. Insight is headquartered in New York City and has offices in London, Tel Aviv, and Palo Alto. For more information on Insight and all its investments, visit insightpartners.com or follow us on Twitter @insightpartners.

Neil Roseman

Technologist-in-Residence, Summit Partners

As Technologist-in-Residence, Neil works closely with the Summit team and our portfolio companies to assist with engineering organization design and architecture strategy. He brings over 20 years of experience in building high-scale software and web services for consumers and the enterprise.

Neil spent a decade at Amazon.com where he served as Vice President of Technology, responsible for Amazon.com’s Marketplace Platform, Digital Media Technologies, and World-wide Retail Software systems. He was instrumental in developing products, software and services for the Kindle line of e-readers, and he led many of Amazon’s most successful product launches, including Music and DVD stores, Marketplace, Amazon China and the initial Amazon Web Services product. Neil’s teams built and designed the Subscriptions Platform and Digital Ordering systems, which are still used globally by Amazon Prime, all Amazon Digital offerings and other Amazon.com services.

After Amazon, Neil served as Vice President of Engineering for Zynga, where he created the company’s platform and led the launch of Zynga.com. Prior to Zynga, he founded Evri.com, which developed a new way for people to discover and engage with content on the web using a deep natural language approach. Earlier in his career, Neil worked for pioneering Internet music e-commerce startup Music Boulevard and BIOSIS (acquired by Thompson Reuters Scientific), a provider of indexing and search tools for the biology and life sciences communities.

Neil holds a BA in biology from Temple University. In addition, he holds several patents in the e-commerce and semantic web domains.

Summit Partners is a global alternative investment firm currently managing more than $21 billion in capital dedicated to growth equity, fixed income and public equity opportunities. Since its founding in 1984, Summit has partnered with more than 500 companies across technology, healthcare and other growth sectors. These companies have completed more than 160 public offerings and more than 200 have been acquired through strategic mergers and sales. Summit maintains offices in Boston, Menlo Park and London, and invests in companies around the world.

George Rhymestine

Vice President, Insight Sourcing Group

George is Vice President within Insight Sourcing Group’s consulting practice and has over 20 years of experience in supply chain consulting, procurement transformation and strategic sourcing. George has led engagements across 10+ leading Private Equity firms to drive their procurement-related EBITDA improvement programs. George previously worked within Alvarez & Marsal’s Private Equity practice where he focused on leveraged/direct sourcing programs for private equity firms and post-acquisition performance improvement. Prior to that, he spent 9 years in the Accenture BPO practice where he led numerous Procurement Strategy and Sourcing programs across a variety of categories and industries. George has a BA in Economics and Business Administration, University of Pittsburgh.

Insight Sourcing Group is the premier firm in North America specializing in strategic sourcing & cost optimization, spend analytics and procurement operational transformation. Founded in 2002, the firm has worked with over 50 private equity firms and their portfolio companies to accelerate procurement-related EBITDA improvement.

Insight Sourcing Group’s capabilities are designed to accelerate cost optimization and valuation enhancement, and they have customized their approach for Private Equity including innovative capabilities around spend analytics, strategic sourcing execution, energy cost optimization, ESG programs (supplier diversity & environmental sustainability), and procurement operational transformation.

Insight Sourcing Group has also developed a market-leading Spend Visibility technology called SpendHQ, which is the largest best-in-breed spend visibility solution in North America which has analyzed >$6T in spend data across 300+ customers including 20+ leading Private Equity firms.

Inc. Magazine has ranked Insight Sourcing Group among the Inc. 500/5000 fastest growing private companies in America for 14 consecutive years since 2008. Insight Sourcing Group has also been named the #1 Boutique Consulting Firm in the US by Vault.com, #1 Small Strategy Firm by Consulting Magazine, consistently recognized by Forbes as a Top 5 consulting firm, and the #1 Place to Work in Atlanta by both the Business Chronicle and the Atlanta Journal Constitution.

https://www.insightsourcing.com/

John Roselli

Operating Partner, New Harbor Capital

John Roselli currently serves as an Operating Partner at New Harbor Capital, a Chicago-based private equity firm. As an Operating Partner, John assists New Harbor’s investment teams in portfolio investment oversight in the areas of strategic planning for growth, integration support, operational and financial execution. He provides hands-on mentoring and support to portfolio company management teams and assists in investment sourcing and evaluation.

John brings more than 30 years of global experience in business strategy, operations, finance, and acquisitions. Most recently, he served as Chief Strategy Officer at Renaissance Learning. Prior to Renaissance, he spent over 14 years at Adtalem Global Education (formerly DeVry Education), including 7 years as President of Becker Professional Education and 7 years as Senior Vice President, Strategic Planning and Corporate Development. John began his career in management consulting at E&Y and holds an MBA and BA in accounting from the University of Washington.

New Heritage Capital is a lower middle market private equity firm that specializes in investing in founder- and entrepreneurial-owned businesses. Heritage offers flexible capital to its founder-owned businesses, including innovative minority recapitalization and growth equity structures that help founders achieve significant personal liquidity and/or growth capital, while at the same time allowing them to maintain control of their businesses. For more information, go to www.newheritagecapital.com.

Avi Sahi

Chief Commercialization Officer, OGCI Climate Investments

In his role of Chief Commercialization Officer, Avi is responsible for partnering with OGCI Climate Investments’ current and future portfolio company leadership teams to drive accelerated growth and value creation.

Prior to joining OGCI Climate Investments, Avi worked at Anthem, Inc. as Chief Strategy Officer of the Diversified Business Group. Previous roles included VP, Innovation & Digital Transformation at Johnson Controls, and Partner, Sustainable Investments & Strategic Innovation at NIKE. Earlier in his career, Avi was VP, Private Equity, Renewable Energy Technology at Perseus, LLC, a $2.5B buyout fund. He previously worked as an Associate in the Cleantech Investment Banking group at SG Cowen & Co.

Avi earned an MBA from Georgetown University and a BSc in Finance from Rutgers University.

OGCI Climate Investments manages a US$1B+ fund focused on driving substantial reduction in carbon emissions by investing in technologies and projects that lower methane or carbon dioxide emissions or capture and store carbon dioxide. OGCI Climate Investments was launched in 2016 by the Oil and Gas Climate Initiative, a CEO-led initiative of 12 global oil and gas companies accounting for 30% of global operated production that aims to lead the industry response to climate change. At OGCI Climate Investments, we seek to accelerate global implementation of low carbon solutions across the energy, industrial, buildings and commercial transport sectors by collaborating with OGCI members, governments, customers and other investors.  Since inception, we have invested in 23 technologies and projects.

Neal Sainani

Practice Director, K1 Investment Management

Neal Sainani is a Practice Director for K1 Operations. Within K1’s portfolio, he is responsible for providing leadership on product strategy initiatives, including pricing, product growth, market insights and integration planning. Neal also leads the due diligence process from the K1 Ops team on investments.

Previously, Neal was Chief Product Officer at OnPoint. He was also VP of Product at Internet Brands, a KKR portfolio company. Neal received his BS in Computer Science from UCLA.

K1 is a global investment firm that builds category-leading enterprise software companies. K1 partners with strong management teams of high-growth technology businesses to help them achieve successful outcomes. With over 130 professionals, K1 and its operating affiliate, K1 Operations LLC, change industry landscapes with operationally focused growth strategies designed to rapidly scale portfolio companies. Since inception of the firm, K1 has partnered with over 190 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, Clarizen, ControlUp, Emburse, FMG Suite, Granicus, IronScales, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh, WorkForce Software and Zapproved. For more information, visit k1capital.com and follow on LinkedIn.

Tim Sanders

Vice President of Client Strategy, Upwork

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

David Savage

Head of Portfolio Operations, Arcline Investment Management

David Savage leads the Arcline Investment Management Value Creation Group (AVCG). Prior to joining Arcline in 2019 David held 3 successful private equity CEO and COO roles, focused in the mid market industrial technology space. David holds a BSc (Hons) in Materials and Microstructural Engineering from Sheffield Hallam University and is a Fellow of the Royal Society of Arts.

Arcline Investment Management is a growth-oriented private equity firm with $4.4 billion in cumulative capital commitments. Arcline seeks to invest in technology-driven, meaningful to the world industrial businesses that enable a better future. For more information visit www.arcline.com.

Manvendra Saxena

Operating Partner

Manvendra, until recently, was the CEO & President of the holding company, West Sweeping Services. Under Manvendra's leadership, West Sweeping acquired 3 of the largest street sweeping companies in California and grew to be the second largest pure-play street sweeping company in the country. In early 2022, West Sweeping sold all its companies to a Warburg Pincus backed portfolio company.

Before embarking on his operating partner journey, Manvendra had extensive P&L responsibility driving operations, marketing, and business development/sales in both small and large organizations. An engineer by background, he brings in a deeply analytical and data-oriented approach to solving cross-functional business problems across different functions, geographies and industries. Manvendra earned his MBA from Kellogg School of Management (Northwestern University) and a bachelor’s degree in engineering from Indian Institute of Technology, BHU.

Drew Scielzo

Operating Partner, ACON Investments

Drew Scielzo leads the Operating Group at ACON Investments, which he joined 9 years ago. He is responsible for overseeing ACON’s portfolio in Europe, North America, and South America. In addition, he works directly with a multitude of portfolio companies providing advice on a range of operational issues. Prior to joining ACON, he was an Operating Partner with Monomoy Capital where he was responsible for developing and implementing comprehensive profit improvement programs for portfolio companies. Prior to Monomoy, Mr. Scielzo was a Principal at Allied Capital and the Director of Portfolio Management and Analysis at the Riverside Company. Mr. Scielzo began his career at McKinsey and Company. Mr. Scielzo received a B.S. in Economics, summa cum laude, in Finance and Accounting from The Wharton School of the University of Pennsylvania and an M.B.A. from the Kellogg School of Management of Northwestern University.

ACON Investments, headquartered in Washington, DC, is an international private equity firm investing in North America, Latin America and Europe. Founded in 1996, ACON has raised more than $6.2 billion of capital to date and has professionals in Washington, DC, Los Angeles, Mexico City, São Paulo, Bogotá and Madrid.

Frederick Shaw

Chief Risk Officer, Hamilton Lane

Fred, along with his team, is responsible for Hamilton Lane’s domestic and international regulatory compliance and risk management programs and for ensuring that new business initiatives, offices, products and services are integrated into the firm in a consistent manner. In addition, Fred is also responsible for overseeing the structural and operational aspects of Hamilton Lane’s Evergreen portfolio business.

Fred joined Hamilton Lane in 2011. Prior to joining Hamilton Lane, he served as the Chief Compliance Officer for Natsource, LLC, an emissions trading firm where he managed the firm’s global compliance program.

Previously, Fred held various compliance and supervisory positions at Bear Stearns Asset Management, JP Morgan Private Bank, UBS and Smith Barney.

Fred received a B.A. in Economics from the University of Delaware and a certificate in Financial Risk Management from New York University.

Hamilton Lane (NASDAQ: HLNE) is a leading private markets investment management firm providing innovative solutions to sophisticated investors around the world. Dedicated exclusively to private markets investing for 30 years, the firm currently employs more than 520 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has $851 billion in assets under management and supervision, composed of over $98 billion in discretionary assets and nearly $753 billion in advisory assets, as of December 31, 2021. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit www.hamiltonlane.com or follow Hamilton Lane on LinkedIn: https://www.linkedin.com/company/hamilton-lane/.

Sheheryar Shah

Chief Operating Officer and Chief Investment Officer, ZT Corporate

Sheheryar Shah is responsible for leading mergers and acquisitions activity for current portfolio investments, developing and assessing investment opportunities, providing strategic management support, and monitoring investment performance. Shah led the portfolio rationalization initiative for the company’s portfolio investments and created exit opportunities for multiple portfolio investments. Before joining the company full time in 2016, he worked as a Strategy and Finance Consultant for ZT for several years. Previously, Shah was a Director with Arthur Lawrence, a management and technology consulting firm, leading its cloud solutions and strategy practice. Prior to Arthur Lawrence, he was with PWC Consulting.

ZT Corporate is a leading private equity firm headquartered in Houston, TX with offices in New York and Los Angeles. Founded in 1997, the firm was created to offer unique investor-owner opportunities to clients. Today, ZT Corporate’s focus is on creating value with business partners by investing in inefficient markets that offer the potential for growth. The team provides full-service wealth management services to its clients and investors, creating value through a broad range of financial channels including traditional and alternative investments.

The company has a diverse and dynamic investment portfolio that it owns and operates primarily in the healthcare and automotive spaces. Its flagship operations include Altus Community Healthcare, a multi-disciplinary healthcare services provider; ZT Motors, an automotive portfolio focused on acquiring and operating auto dealerships across the United States.

ZT Corporate has grown from $28M in portfolio revenues in 2008 to a combined enterprise value of $1B+ for portfolio investments. For more information, visit www.ztcorporate.com.

Houston Slatton

Senior Director, BluWave

Houston is a Senior Director with BluWave where he leads research and operations activities.

Prior to joining BluWave, he was a Managing Consultant with Bush Consulting Group, a leading management and strategy consulting firm. At Bush Consulting, Houston led a wide array of projects for clients covering polymers, financial services, medical devices, pharmaceuticals, and additive manufacturing industries, among others, in North America, Europe, and Asia.

Houston received his MBA from Columbia Business School and his BSBA from Vanderbilt University.

BluWave is an innovative B2B Intelligent Marketplace that uses technology, data, and human ingenuity to connect more than 500 leading private equity firms, portfolio companies, and other proactive businesses with best-in-class, pre-vetted, third parties for critical due diligence, value creation, and preparing for sale needs. BluWave’s invitation-only Intelligent Marketplace includes private equity-grade service provider groups, independent consultants, and interim executives.

Karina Sobieski

Managing Director, Human Capital, Clearlake Capital Group

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.

Michael Song

Managing Director, Portfolio Operations, Providence Equity Partners

Michael Song is a managing director focused on portfolio operations and is based in our Boston office. Prior to joining Providence in 2010, Mr. Song worked at RSA, the security division of Dell EMC. Prior to joining Dell EMC, Mr. Song was a consultant with Bain & Company. Mr. Song received a Master of Business Administration from the Tuck School of Business at Dartmouth College, a Master of Science from Tufts University and a Bachelor of Science from the University of Illinois.

Providence is a premier asset management firm with over $35 billion+ in aggregate capital commitments.

Providence pioneered a sector-focused approach to private equity investing with the vision that a dedicated team of industry experts could build exceptional companies of enduring value. Since the firm’s inception in 1989, Providence has invested in over 200 companies and has become a leading private equity firm specializing in growth-oriented investments in media, communications, education, software and services.

Gus Spanos

Co-Founder and Managing Director, SBJ Capital

Gus Spanos Co-Founded SBJ Capital (formerly Spanos Barber Jesse & Co.) in 2014 which manages over $400 million of committed capital from offices in the San Francisco Bay Area. SBJ invests in lower middle-market consumer, business services, and healthcare services companies. Founded by a team of professionals with over 75 years of experience growing companies as investors, executives, and advisors, SBJ draws on extensive operating experience and domain expertise to support the strategic goals of founder and family owned companies.

Prior to co-founding SBJ, Gus was a partner and principal investor in Bay Area private equity funds including Jesse.Hansen&Co./JH Partners and Gryphon Investors. Gus has more than 10 years of operating experience as President, CFO and EVP in consumer, healthcare and business services companies. He began his career as an investment banker at Goldman Sachs & Co.

Gus has served as a board member in numerous consumer and business services companies and currently serves on the boards of Apple Montessori Schools, ClearSight Partners and Moxie Management (Supercuts). Gus graduated cum laude with an AB in Economics from Harvard College and received an MBA from the Stanford Graduate School of Business. Gus' passions include his children, mountain biking, photography, opera and film.

Richard Spencer

Co-Founder, Kamylon Holdings

Richard is the architect of the Kamylon Management System and has led portfolio management for the Firm for 15 years. Richard has over thirty five years of experience as a private equity investor, serial board member, general manager and consultant. He has led several businesses ranging from small service businesses to a $750 million division of a Fortune 500 company.

Building on his 15 years as senior operating partner Richard recently founded HALitics, a digital transformation technology and services platform designed to meet the needs of private equity backed mid-market companies. HALitics leverages next gen data warehouse automation, Tableau visual analytics and a no-code rapid application development, process automation and machine learning environment to get big results fast in mid-market companies. See more at www.halitics.com

Prior to Kamylon, Richard was a Principal with The George Group, a consulting firm specializing in operations strategy, operational improvement (Lean Six Sigma), business simplification and accelerating the new product/service development process.

Prior to The George Group, Richard was a general manager with Capital One, where he led one of the firm’s most profitable credit card businesses. There he revamped strategy and marketing plans, implemented infrastructure improvements, and grew the top line by over 50%. He went on to lead direct mail and outbound telemarketing operations for all US credit card businesses. There, his team implemented lean principles and cut direct mail solicitation cycle time by 75% while executing 1,000 solicitations annually delivering one billion mail pieces and 300 million telemarketing each year.

Prior to Capital One, Richard spent 8 years as a consultant with McKinsey & Company where he specialized in implementing broad-based performance improvement programs across a range of operationally intensive industries. At McKinsey, Richard co-led both the lean manufacturing and supply chain management practices.

Richard holds a Master’s in Mechanical Engineering with First Class Honors from the University of London and an MBA from Harvard Business School where he graduated as a Baker Scholar.

Kamylon is a lower middle market buyout firm that specializes in acquiring LargeLocal businesses typically in the $1 to $8MM EBITDA range. Kamylon invests across all industries and employs the Kamylon Management System to help management teams drive value creation.

Venkat Sreenivasan

Director, AlixPartners

Venkat is passionate about front-to-end operating model design and optimization. He specializes in go-to-market strategies across product portfolio, sales, marketing, and back-office optimization, including shared services and outsourcing. Clients in the private-equity, information services, and technology segments benefit from Venkat's diverse experience in the areas of product development, management, solutions sales, venture capital, and M&A. Venkat has an honors MBA in strategy, finance, and entrepreneurship from the University of Chicago's Booth School of Business and a Master of Science in electrical engineering from Clemson University.

AlixPartners is a results-driven global consulting firm that specializes in helping businesses successfully address their most complex and critical challenges. Our clients include companies, corporate boards, law firms, investment banks, private equity firms, and others. Founded in 1981, AlixPartners is headquartered in New York, and has offices in more than 20 cities around the world. For more information, visit www.alixpartners.com.

Susan Stella

Head of Investor Relations and Impact, Activate Capital

Susan oversees all investor engagement and IR activities, marketing and communications as well as ESG initiatives and management across the firm.

Prior to Activate, Susan provided strategic consulting and advisory services to the private equity and venture capital industry. Her clients included multi-billion-dollar private equity funds, emerging venture funds, and industry associations (ILPA & AIC). Prior to her work as an advisor, she was Principal and Director of Investor Relations and Marketing with Knightsbridge Advisers, Director of the Thunderbird Global Private Equity Center, Marketing Co-Chair of the Thunderbird Independent Alumni Association, and Partner/Co-Founder at Venture Archetypes, a strategic advisory firm that worked with tech startups.

Her background also includes professional assignments with Intel; the German Ministry of Economics and Labor; Roland Berger Strategy Consultants in Germany; and the US Peace Corps and United Nations, as part of a three-year stint living and working in Mongolia.

Susan holds a degree, with honors, from Drake University and an MBA in International Management from Thunderbird School of Global Management, where she received the highest honor awarded to a single graduate, the Barton Kyle Yount Award. Susan is Vice Chair of the Board of Directors of global exchange nonprofit Cultural Vistas and sits on the Sanctuary Advisory Committee of Mass Audubon Wildwood Camp.

With over four decades of climate tech investments experience, Activate Capital is a leading growth equity partner for companies building intelligent, sustainable systems across the energy, mobility and industrial technology markets. Activate seeks to partner with extraordinary entrepreneurs building platforms for a resilient, sustainable future. www.activatecap.com

Juliane Stephan

Principal, Catalyst Group, Incline Equity Partners

Juliane Stephan is a Director at Incline Equity Partners. Juliane’s career has been focused on identifying opportunities and crafting strategies for the adoption of technology innovation across industrial, consumer goods, and business services companies. As part of the Catalyst Group, she is focused on accelerating the growth of Incline’s portfolio companies through improvements in technology, operations, go to market and talent. Before joining Incline, Juliane was an Associate Partner at Bain & Company, where she led industrial technology strategy and performance improvement engagements. Prior to that, Juliane was a Director at PwC Strategy& where she focused on building and scaling the Digital Operations team in the US. Juliane serves as an Advisor to ZByte, the world’s first decentralized platform.

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.

Jeffrey Stone

Managing Director, Head of Growth Portfolio Operations, Sixth Street

Jeffrey joined Sixth Street Growth as Managing Director and Head of Portfolio Operations in 2022. He brings to the firm a broad experience leading high growth SaaS businesses. Jeffrey has worked extensively with the private equity and venture capital community in a range of portfolio investment situations. In addition to his leadership roles, Jeffrey has also served as a board member and operating advisor to several companies, founders and management teams.

A four-time, sponsor-backed CEO, Jeffrey most recently led Arrowstream, which provides supply chain software solutions for multi-unit restaurants. He previously served as CEO of Compeat, a leading provider of restaurant back-office management software, sponsored by Serent Capital. Prior to Compeat, Jeffrey led MarketTools, a provider of software as a service for market research, owned by Texas Pacific Group’s (TPG) Growth Fund. Before MarketTools, he was CEO of Tiburon Inc., a leader in public safety and security software, which was then a Gores Group investment.

Jeffrey cultivated financial and transaction acumen as an investment banker with Morgan Stanley and operational discipline in a variety of leadership positions with General Electric, where he became a Six Sigma Master Black Belt. Earlier in his career, Jeffrey led business development and market expansion as an initial team member of two successful startups, Citysearch and FutureStep.

Jeffrey earned his MBA at the University of Chicago Booth School of Business and holds an undergraduate degree in business and hospitality management from the University of New Hampshire. He is an active member of Young President’s Organization (YPO), a global platform for chief executives and is also a Trustee at Saint Gabriel’s Catholic School.

Sixth Street is a leading global investment firm with over $60 billion in assets under management and committed capital. Sixth Street Growth is the firm’s dedicated platform for making private investments in mid-to-late stage secularly growing companies. The Sixth Street Growth team partners with management teams to provide bespoke capital solutions to accelerate growth and support strategic objectives. Sixth Street has invested over $5 billion in more than 40 companies in its growth investing strategy since inception. Select Sixth Street Growth investments include Airbnb, AvidXchange, Bloomreach, Datavant, Gainsight, Heap, Kaseya, MDLIVE, Spotify, and Sprinklr. For more information, visit www.sixthstreetgrowth.com or follow Sixth Street on LinkedIn.

Brad Strahorn

Director, Portfolio Support Group, Thompson Street Capital Partners

Mr. Strahorn has served in a variety of operations roles since joining TSCP in 2005. Currently, he provides analytical, operational, and organizational resources and support to TSCP and portfolio management teams to help identify and execute on value creation initiatives. He recently developed an effective and consistent, yet nimble internally managed cyber security provider model to maximize ROI at the GP and each unique PortCo. He drives operational improvement across all portfolio companies, often via project specific efforts such as technology, sales operations and supplier negotiations. He was formerly on the board of directors of Wright Metal Products, DTE, Connecticut Electric and Tacoma Electric. Brad brings more than 25 years of leadership experience from a variety of industries. Prior to joining TSCP, he was with Danaher Corporation, where he spent three years in manufacturing operations implementing the Danaher Business System and two years in global sourcing and product development. He holds an MBA from the Kellogg School of Management and a BS in Mechanical Engineering from Trinity College.

Thompson Street Capital Partners is a St. Louis-based private equity firm focused on investing in founder-led middle market businesses. TSCP has acquired more than 150 companies in the Life Sciences & Healthcare, Software & Technology and Business & Consumer Services and Products sectors and have managed more than $2.6 billion since being founded in 2000. TSCP partners with management teams to increase value by accelerating growth, both organically and via complementary acquisitions.

Anders Thulin

Head of Digital and Technology Practice, Triton Partners

Anders leads the Digital and Technology Practice. He joined from Ericsson, where he was Senior Vice President and CIO and Chairman of the LatAm Region. As former Senior Partner and Director of McKinsey &; Company, he led the global High Tech and Mobile Telecom Practice and the European Private Equity Practice. Anders has a strong track record in implementing business excellence in industrial, service and tech companies and extensive experience in driving large transformation programs including digitalization. Anders holds a Master in Economics and Business Administration from the Stockholm School of Economics, including MBA studies at the Western University, Ivey Business School, Canada.

Triton is a European investment firm founded in 1997. Since inception, Triton has raised €16 billion across its three strategies. Triton’s Mid-Market strategy (“TMM”) is currently investing Triton V, a €5.2 billion fund that was closed in 2018. Triton also has a smaller mid-market private equity strategy with Triton Smaller Mid-Cap Fund (“TSM”) which was raised in 2017 and TSM II which closed at €816 million in May 2021. The Triton Debt Opportunities (“TDO”) strategy is now investing from TDO II, a €744 million fund that held a final close in October 2020.

Triton seeks to generate strong returns for its global investor base of more than 180 investors. The firm builds its specialisms from its “All Weather” strategy of sector-focused investing in businesses where returns can be created by fixing companies and then expanding them, either through organic growth or buy-and-build. For almost two decades, Triton has evolved and developed its specialisms of investing in mid-market services across the consumer, health, industrial tech and services companies.

Triton’s portfolio companies employ more than 110,000 employees worldwide. We endeavour to be a forward-looking, responsible owner and partner to all our stakeholders, including employees, customers, suppliers, management teams, board members and society at large.

Further information can be found on Triton’s website: www.triton-partners.com.

Albert Vazquez-Agusti

Partner, Sway Ventures

As Partner at California-based Sway Ventures, Albert contributes to Americas and Europe firm efforts in various activities related to early and growth software portfolio companies: value add activities, dealflow generation and assisting capital raising efforts. Albert is focused on Emerging Technologies impacting various sectors and provides domain expertise in Supply Chain software companies.

As a Private Equity operator in the Industrial Automation field, Albert successfully exited in 2017 the Carlyle and PAI-Partners project of “Custom Sensors and Technologies” (CST), a carve-out from Schneider Electric.
His early career in Digital Transformation at Schneider Electric, evolved into leadership roles in North America and Europe at industrial businesses that progressively consolidated into the CST LBO project.

Albert earned his MS in Management Science & Engineering from Barcelona Tech, Spain. He’s continued his executive education by completing an Advanced Management Program from IESE Business School as well as various Executive Programs through Harvard and Berkeley.

Sway Ventures is a US-based venture capital firm investing in early to growth stage technology companies. We invest in high performing teams, building revolutionary technology, creating the next enterprise or consumer category. With a focus on strategic capitalization, business development support, and engineered exits, we provide great teams with the support they need to change the future.

Menno Veeneklaas

General Operating Partner, Allegro Funds

Menno is a General Operating Partner with Allegro Funds, a mid-market private equity fund which specialises in hands-on turnaround investing in Australia and New Zealand. Allegro Funds has $3.2 billion of AUM and currently manages a portfolio of 11 companies with a team of 14 investment professionals and 6 Operating Partners. Prior to Allegro Menno had 9 years in CEO and COO leadership roles and 16 years in strategy consulting, business improvement and private equity roles. Menno specialises in developing and implementing value creation strategies and in transformation. He holds a Bachelor Degree (Hons) in Economics and World Politics from York University, UK and an MBA from Kellogg at Northwestern University, USA. His interests include watersports, hiking in nature and travel with his family.

Founded in 2004 by Chester Moynihan and Adrian Loader, Allegro is Australia’s most-awarded team in the turnaround, special situations and transformation investing space. We have one of the largest private equity teams on the ground and our track record demonstrates that we successfully partner with management teams and other stake holders to create value in a business regardless of how that business may be performing.

Since we began investing institutional capital, our market-leading operational improvement and restructuring capability has helped reposition a number of businesses for sustained long term growth.

Allegro manages two funds on behalf of our investors:

Allegro Fund II – This fund is now closed. It is invested across six businesses located in Australia and NZ.
Allegro Fund III – Allegro is actively seeking investment opportunities and management teams to partner with. The fund was oversubscribed with a final close of approximately AU$390 million in December 2017.
Allegro Fund IV – Allegro is currently fundraising with a target of AU$600 million. Allegro held a first close in November 2021 with an anticipated final close in Q1/Q2 2022. Allegro is actively seeking investment opportunities and management teams to partner with for this new fund.

In addition, Allegro manages a number of separately managed account and mandates on behalf of its investors.

In total, Allegro’s Assets Under Management are in excess of A$3.4 billion.

Sanjay Verma

Managing Director, AlixPartners

Sanjay has over 25 years of experience in the technology industry, with deep expertise in growth, innovation, disruption, and transformation. Sanjay specializes in innovation-led growth strategy, focused on understanding customer demand evolution, competitive positioning, value proposition, innovative pricing, and routes to market, to help clients define unique and distinctive offerings. He helps clients design optimal operations across sales, product, technology, support, and IT that deliver cost-efficient, high-quality products and services to end customers. Sanjay also has extensive experience in product development and service delivery and has held several product leadership roles. Sanjay’s unique depth in technology industry transformation, hands-on product development experience, and broad growth and innovation strategy experience enables him to deliver novel, effective, and practical growth solutions to clients dealing with ever changing market conditions. Sanjay has an MBA in finance and strategy from the University of Pennsylvania’s Wharton School and a Master of Science in computer science from Stanford University.

AlixPartners is a results-driven global consulting firm that specializes in helping businesses successfully address their most complex and critical challenges. Our clients include companies, corporate boards, law firms, investment banks, private equity firms, and others. Founded in 1981, AlixPartners is headquartered in New York, and has offices in more than 20 cities around the world. For more information, visit www.alixpartners.com.

Ray Villareal

Partner, Strattam Capital

Ray Villareal joined Strattam Capital as a Partner in 2016 after serving as an Executive Advisor in 2015. Mr. Villareal leads the overall operational engagement with Strattam portfolio companies with personal emphasis on go-to-market strategy and related execution improvement activities. Previously, Mr. Villareal held senior executive positions with LifeSize, SumTotal Systems, WebEx, Compaq and Tandem Computers across a variety of functions including global sales, marketing, professional services, customer success and business development. In addition, Mr. Villareal has served as CEO, board member and advisor for several venture-backed private companies. Mr. Villareal earned his B.S. in Mechanical Engineering and his MBA from Stanford University.

Andrew Vittetoe

Private Equity – Technology, Partners Group

Andrew Vittetoe is an Associate Vice President at Partners Group focused on Technology investments and value creation in the Americas portfolio, including responsibility for portfolio cybersecurity and digital initiatives. He has over 8 years of experience in technology in industry, as well as military experience in the US Army working in security. He has held a variety of roles in operations and investing. Prior to joining Partners Group in 2019, Andrew worked in strategy consulting for AltmanSolon, advising on organic and inorganic growth strategy for companies in the technology sector, particularly cybersecurity companies. Before that, he worked in the US Technology Strategy group at Accenture, helping both CIOs and CTO develop and execute technology roadmaps and R&D organizational transformation. Andrew holds an MBA from Cornell, a M.S. in Cybersecurity from NYU, and bachelors in computer science and industrial engineering from the University of Florida.

Partners Group is a global investment management firm with over $127 billion in investment programs under management across the asset classes of private equity, debt, real estate and infrastructure. Headquartered in Baar-Zug, Switzerland, Partners Group has offices in 20 cities around the globe, including Denver and New York. The firm employs more than 1,500 people and is listed on the SIX Swiss Exchange (symbol: PGHN) with a market capitalization of approximately USD 44 billion. Our culture is characterized by entrepreneurship and partnership, which has underpinned our uninterrupted growth since inception.

Sarah Walker

Global Head of Private Equity Practice, Salesforce

Sarah Walker is the founder and Global Head of Salesforce’s Private Equity Practice. Her team partners with leading Private Equity firms to accelerate top line growth and digitally-enabled value creation in portfolio companies leveraging the Salesforce platform and ecosystem.

Sarah’s background spans corporate M&A (carve out, integration and digital transformation), enterprise sales, commercial operations and corporate finance with deal experience across UK, Europe, West Africa, Russia, Middle East, Mexico, India and USA. Sarah began her career in emerging markets Private Equity in marketing research and investor development and is a graduate of the prestigious Financial Management Program at General Electric.

Sarah holds a dual MBA from Columbia Business School and London Business School, a Masters of Laws (LLM) with commendation from University of Aberdeen, Scotland, and a BA cum laude from Wake Forest University, USA.

Sarah was inducted into YPO in 2022 and has served two terms on the board of HRH King Charles’ foundation for Children & the Arts.

Salesforce is the #1 customer relationship management solution that brings companies and customers together. Salesforce's Customer 360 platform gives all departments — including marketing, sales, commerce, and service — a single, shared view of every customer across every touchpoint. Salesforce will power more than 2 trillion B2B and B2C transactions this year for more than 150,000 companies and millions of Trailblazers--the individuals and their organizations who are using Salesforce to drive innovation and transform their businesses. Salesforce's dedicated Private Equity Practice works with portfolio companies to accelerate growth and connect to their customers in a whole new way through digital transformation.

Carsten Weber

Principal, Highview Capital

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.

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Adam Williams

Vice President, Private Equity, Symphony

Adam Williams is a Vice President, Private Equity at Symphony, responsible for developing and executing the company’s strategy for creating value for Private Equity firms and their portfolios. Before joining Symphony, Adam served as Chief Revenue Officer for LiquidWeb, Vice President, Private Equity for Rackspace, and General Manager for the Rackspace SaaS Productivity division in London. From his early work with start-ups to leading several business units within the hosting and data center industry, Adam has built sales and marketing teams focused on delivering outstanding outcomes for internal and external stakeholders. He started his career as a history teacher and wrestling coach and still looks for ways to return to the classroom and the mat.

Symphony provides software design and development for the world’s most innovative brands, from global enterprises to fast-growing startups. We embrace and follow the agile approach with 550+ full-time employees and self-organized and cross-functional teams in our hubs in Southeastern Europe. Symphony delivers projects ranging from building MVPs to product launches and entire digital transformations on the scale of hundreds of millions of users and beyond. Our experience comes from working with Silicon Valley startups and global enterprises and from long-term engagements with 2 of the 3 largest tech companies in the world.

Sara Yamase

Partner, Simon-Kucher & Partners

Sara is a Partner at Simon-Kucher and works in both our Silicon Valley and Houston offices. Her consulting work focuses on new product pricing, product positioning and commercialization strategy, and price optimization for software and internet companies. She is an expert on pricing strategies, price model design, segmentation, advanced research design, and price implementation.

At Simon-Kucher, Sara has guided executives on how to drive revenue and profit growth by identifying and building strategies around packaging, pricing, and communication. She has also designed and analyzed large-scale research studies to determine product bundling, price models, segmentation, and willingness to pay using advanced analytical methods and industry expertise.

Sara earned her Master of Business Administration with honors from Haas School of Business at the University of California, Berkeley. Her undergraduate degrees include a Bachelor of Science in business administration and a Bachelor of Arts in operations research and management science from the University of California, Berkeley.

Simon-Kucher & Partners is a global management consulting firm with a clear focus on top-line growth. We help our clients grow revenues and profits by optimizing their pricing, sales, and marketing strategies. With more than 1,700 professionals in 42 offices around the world, the firm has been established more than 35 years and is regarded as the world’s leading pricing advisor.

Simon-Kucher & Partners helps Private Equity (PE) firms improve their return on investment through all stages of the deal lifecycle. We help advise our PE clients to make sound acquisitions, grow their portfolio companies profitably and maximize their returns on exit. In addition, Simon-Kucher & Partners has optimized pricing and built permanent commercial capabilities for hundreds of portfolio companies across a broad range of industries.

Learn more at www.simon-kucher.com.

Nikhil Zaveri

Senior Director, Private Equity Oracle Corporation

Nikhil Zaveri is a Senior Director, Private Equity at Oracle Corporation. He focuses on building strategic partnerships with Private Equity firms to accelerate value creation in their portfolio companies using Oracle Cloud Infrastructure.

He is a Business Development Professional with years of experience leading channel sales, marketing, and innovation teams across investor communities like Private Equity / Venture Capital, market influencers like sourcing advisors / industry analysts and startup ecosystems. He has also led large technology sales teams and started his career by writing code for telecom companies.

He holds an MBA from the Institute of Management Technology, India and a Bachelor’s in Engineering from Visveswaraya Technological University, India.

Oracle is a cloud technology company that provides organizations around the world with computing infrastructure and software to help them innovate, unlock efficiencies and become more effective. We also created the world’s first – and only – autonomous database to help organize and secure our customers’ data. Oracle Cloud Infrastructure offers higher performance, security, and cost savings. It is designed so businesses can move workloads easily from on-premises systems to the cloud, and between cloud and on-premises and other clouds. Oracle Cloud applications provide business leaders with modern applications that help them innovate, attain sustainable growth, and become more resilient.

Tim Ziemann

Senior Manager, Transformation, Grant Thornton

Tim Ziemann leads the IT Lifecycle M&A solution area for Grant Thornton’s Transformation practice with responsibilities for business development, client service, marketing and practice development. He has advised several Fortune 500 executives and tier-1 private equity investors across the M&A lifecycle on more than $50B in transaction value. Tim excels at developing technology strategies and directing technology-enabled business transformation initiatives delivering successful EBITDA growth. He has experience directing programs across multiple industries and business functions addressing both local and international complexities. Initially a software engineering manager in Silicon Valley, Tim started his consulting career in 2010 after earning an MBA from the University of California Berkeley Haas School of Business. He has extensive industry thought leadership publication and has been invited to speak at conferences on topics such as digitizing M&A for increased speed and value. His primary functional areas of expertise include IT diligence, IT integration / separation, IT strategy, and digital transformation. Tim resides in Austin, TX with his wife and two children who are in elementary school and junior high. His favorite hobby is heliskiing in the Columbia Mountains, Canada.

Grant Thornton’s team of integrated private equity deal, transformation, portfolio management and risk specialists help you maximize the value of every investment. You can count on our people to be easy to work with as they deliver insights related to portfolio company transformation and value creation. With experience serving varying fast growing mid-sized organizations to large companies, we bring a global perspective and in-depth industry knowledge to assist you in navigating changes and challenges to grow.
grantthornton.com

Paul Zuber

Operating Partner, North American Lead, Hg

Paul Zuber is an Operating Partner, North American Lead at HG Capital. Prior to HG, Paul was an Operating Partner at Thoma Bravo, where he Chaired companies across multiple funds and also founded and led their Technology Group. He brings 30 years of experience in founding and growing successful global technology companies. Paul currently serves as Chairman at MeridianLink (NYSE: MLNK). Separate from HG Capital, Paul is a member of the Board of Directors of Houlihan Lokey (NYSE: HLI).

Prior to Thoma Bravo, Paul was the founding CEO of Dilithium Networks, a global leader in mobile video infrastructure solutions. The company was acquired by OnMobile (NSE:ONMOBILE). He also was a co-founder and CEO of Bluegum Group, growing the EMS company to A$500M in revenue before its acquisition by Solectron. Paul also held a variety of senior management positions at the embedded systems software company Ready Systems, including VP of Operations, CFO and VP of Global Support Services before its acquisition by Mentor Graphics. Before joining Ready Systems, Paul founded JGC and as CEO, led the microcomputer-based CAD and CAE solutions provider into market leadership before a private investment group acquired it. He began his career as a management consultant with Bain & Company, where he was a founding member of the team that became the private equity group (Bain Capital).

Paul received the World Economic Forum’s Technology Pioneer Award on behalf of Dilithium Networks in Davos in 2010. He is a member of Young Presidents Organization (YPO) and has been a guest lecturer at the Iovine and Young Academy at USC and the Trium Global Executive MBA program. He is a Phi Beta Kappa graduate of Stanford University with BA degrees in both International Relations and Economics. Paul also holds an MBA from the Stanford Graduate School of Business.

Hg is a leading investor in European and transatlantic software and services businesses. We support the building of sector-leading enterprises that supply businesses with critical software applications or workflow services, delivering a more automated workplace for their customers.

Our support combines deep end-market knowledge with world class operational resources, together providing compelling support to entrepreneurial leaders looking to scale their business – businesses that are well invested, enduring and serve their customers well.

With a vast European network and strong presence across North America, our 400 employees and $65bn in funds under management support a portfolio of around 50 businesses, worth over $125 billion aggregate enterprise value, with over 100,000 employees, consistently growing revenues at more than 20% annually. If you’d like to see more, check us

The leading West Coast value creation event

Create the most operationally efficient portfolio companies

Network with top value creators

Learn key strategies for cross-portfolio initiatives

2022 Agenda highlights

Value Creation

Revenue Growth

Human Capital

Supply Chain & Procurement

Finance

Technology

Managing Director, Head of Talent, STG Partners

Operating Partner, Digital Strategies, H.I.G. Capital

Managing Director, Special Situations, Oaktree Capital Management

Operating Partner, Human Capital, Diversis Capital

Operating Partner, Rubicon Technology Partners

Partner, Serent Capital

Operating Partner, STG Partners

Senior Vice President, Technology Private Equity, Partners Group

Director, Portfolio Operations, GI Partners

Partner, Head of Portfolio Group North America, Advent International

Senior Vice President, Insight Partners

Co-Founder, Kamylon Holdings

Principal, Highview Capital

Operating Partner, North American Lead, Hg

2022 Attendees

2022 Agenda

Agenda

Day 1 - Thursday 2nd

Registration and breakfast

Think tanks for full-time operating partners — value creation war room (invitation-only)

Jason Friedrichs

Rami Branitzky

Albert Vazquez-Agusti

PEI’s welcome and chairman’s opening remarks

Tim Sanders

The future of value creation and the end of the pandemic: what comes next?

Jeffrey Klein

Paul DeMand

Bala Ganesan

John Roselli

Menno Veeneklaas

Scaling management teams and organization capabilities for growth

Dan Hawkins

Coley Florance

Ignacio Giraldo

Karina Sobieski

The archetype of a world class operating team: PE and VC share best practices

Greg Petraetis

Rami Branitzky

Martina Lauchengco

Marco Mendes

Paul Zuber

Unlocking the transformative due diligence imperative

Houston Slatton

Deborah Gallegos

Drew Scielzo

Sheheryar Shah

Networking break

Interactive Working Group 1 (for operating partners only) | The war for talent and the Great Resignation: operating partners share war stories

Dan Grosh

Todd Hall

Interactive Working Group 2 (for operating partners only) — 100-day plans: operating partners share dos and don’ts

Lou Brothers

Networking lunch

Women in PE and VC portfolio operations lunch (invitation-only)

Kelly Carlson

Jean Hill

Track 1 | Putting ESG at the heart of your business strategy in the new sustainable economy

Scott Corwin

Andrew Collins

Sam Johnson

Ashley McNamee

Avi Sahi

Susan Stella

Track 2 | Rapid acceleration value creation plans for the mid-market

Adam Williams

Marc Herdegen

Thad Longson

Manvendra Saxena