Mark is a senior operating executive and member of Gryphon’s Operations Resources Group where he helps portfolio companies implement best practices in operational finance, accounting, planning and analytics, tax, and information technology, with a focus on growth, scalability, efficiency, and governance.

Prior to joining Gryphon, Mark was President & COO of NV5 Global, where he led the geospatial technology platform of this publicly traded engineering services firm, expanding capabilities and market reach through the acquisition and integration of leading technologies. Prior to NV5, Mark’s private equity experience included COO/CFO roles of technology leader Quantum Spatial and pharmaceutical producer Alcami. Mark is the former CFO of GE Healthcare Medical Devices and former Global Controller for GE Energy Products. Mark started his career in public accounting with KPMG.

Headquartered in San Francisco, Gryphon Investors is a leading middle-market investment firm focused on competitively advantaged companies in the Business Services, Technology Services, Consumer, Healthcare, Industrial Growth, and Software sectors. Gryphon’s integrated Deal-Ops business model includes highly experienced investment professionals who work alongside full-time senior operating executives with general management, human capital, AI, IT, treasury, finance and accounting expertise. Gryphon’s differentiated model has been a critical driver of the firm’s stable returns, significant alpha creation, and zero loss ratio since 2008. With approximately $10 billion of assets under management, Gryphon’s private equity funds target investments of $50 million to $500 million while the junior capital fund targets investments ranging from $5 million to $25 million. Gryphon was recognized by Inc. Magazine as a top 2023 Founder-Friendly Investor. Additional information on Gryphon can be found at: https://www.gryphon-inv.com/

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

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

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

Braydon Anderson is a founding leader and current Vice President and Chief of Staff at Clozd, the pioneer in win-loss analysis. Since the company’s inception, Braydon has played a pivotal role across sales, marketing, operations, and culture—helping transform Clozd from an early-stage idea into a category-defining platform trusted by the world’s leading B2B brands. He currently focuses much of his time partnering with private equity funds and their portcos.

Over the years, Braydon has spoken at top industry conferences, led major product launches, and championed best practices in win-loss analysis. His unique blend of strategic leadership and hands-on execution makes him a driving force behind Clozd’s growth and a trusted advisor to go-to-market teams seeking to unlock competitive insights.

Clozd is the leading provider of software and services for win-loss analysis, which helps organizations identify their strengths and weaknesses, improve their win rates, build better products, and consistently uncover the real reasons they win and lose business. Founded in 2017 and headquartered in Lehi, Utah,

Clozd has conducted tens of thousands of win-loss interviews for clients in a wide range of industries, including enterprise software, business services, healthcare, financial services, manufacturing, transportation, telecom, and more. For more information, visit clozd.com.

Sam joined the Firm in March 2019.  Prior to joining BV, he was a Senior Associate at Pamplona Capital Management and an Associate in the Investment Banking Division at Deutsche Bank.  Sam earned his B.A. in Physics and Mathematical Sciences from Colby College in 2011 and his B.E. in Engineering Sciences with a concentration in Mechanical Engineering from Dartmouth College in 2012.

BV Investment Partners is one of the oldest and most experienced sector-focused private equity firms in North America. Since its founding in 1983, the firm has invested approximately $5.7 billion, actively targeting investments in the tech-enabled business services, software, and IT services industries. The firm is investing out of its 11th private equity fund, which closed in September 2023 with $1.75 billion in capital commitments. BV was ranked in Inc. magazine’s 2024 list of Founder-Friendly Investors. For more information, visit www.bvlp.com.

Mr. Baker joined Apollo in 2021 and is an Operating Partner. Prior to joining Apollo, Mr. Baker was Senior Vice President Strategic Sourcing at Gap Inc. Before joining Gap Inc., Mr. Baker served in leadership positions at other global corporations including Vice President Global Sourcing at Starbucks, Chief Procurement Officer at Safeco Insurance, and Director Supply Chain Management at Delta Air Lines. Mr. Baker holds a B.S. in Business Administration from Bowling Green State University.

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of March 31, 2023, Apollo had approximately $598 billion of assets under management. To learn more, please visit www.apollo.com.

Nagaraju Bandaru is an Operating Partner at Diversis with expertise in Technology, Product, and Operations. He brings over 25 years of experience as an entrepreneurial technology leader and has delivered successful outcomes for startups, private equity, and large public companies by creating technology vision, strategy, and roadmaps. Most recently, he was the CTO for Mosaic, a clean energy fintech company, enabling the company to finance over $15B in Solar loans for 400,000 US households. At Clarivate Analytics (formerly part of Thomson Reuters), he led the growth and transformation of market-leading products for the $250M Brand Protection Division. Prior to that, he joined Intuit through the acquisition of his company BooRah and worked as Product Development leader as well as VP and Global Customer Care leader for QuickBooks.

Nagaraju has a Master's in Computer Science from the University of Hyderabad, India, and a certificate in Executive Leadership from Cornell University.

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

Kevin is the Group Head & Senior Operating Partner for Portfolio Technology based in the San Francisco office. In his role, Kevin and his team partner with deal teams and portfolio management teams to help drive, enable, and deliver value creation capabilities across the firm’s US portfolio companies.

Kevin has 35 years of experience leading organizations through transformation and delivering sustainable business impact serving in senior leadership roles in IT, sales & marketing enablement, business analytics, corporate development and innovation.
Prior to joining H.I.G., Kevin was a Managing Partner at Fortium Partners where he and his team provided interim and fractional IT CIO/CTO/CISO services to middle market organizations, including PE portfolio companies. Prior to his time at Fortium, Kevin successfully held executive and senior level leadership roles at Fortune 250 and middle market organizations during his career including the CIO role on three occasions at Ferguson Enterprises, the Gallo Winery, and Rex Moore - Construction Innovations.
Kevin holds a BS degree in Business Finance from California State University – Sacramento.

H.I.G. Capital is a leading global alternative investment firm with $69 billion of capital under management. Based in Miami, and with offices in Atlanta, Boston, Chicago, Los Angeles, New York, and San Francisco in the United States, as well as international affiliate offices in Hamburg, London, Luxembourg, Madrid, Milan, Paris, Bogotá, Rio de Janeiro, São Paulo, Dubai, and Hong Kong, H.I.G. specializes in providing both debt and equity capital to middle market companies, utilizing a flexible and operationally focused/value-added approach:
• H.I.G.’s equity funds invest in management buyouts, recapitalizations, and corporate carve-outs of both profitable as well as underperforming manufacturing and service businesses.
• H.I.G.’s debt funds invest in senior, unitranche, and junior debt financing to companies across the size spectrum, both on a primary (direct origination) basis, as well as in the secondary markets. H.I.G. also manages a publicly traded BDC, WhiteHorse Finance.
• H.I.G.’s real estate funds invest in value-added properties, which can benefit from improved asset management practices.
• H.I.G. Infrastructure focuses on making value-add and core plus investments in the infrastructure sector.
Since its founding in 1993, H.I.G. has invested in and managed more than 400 companies worldwide. The Firm's current portfolio includes more than 100 companies with combined sales in excess of $53 billion.

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

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

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

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

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

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

Noah Berk is the Co-CEO of Aptitude 8, the leading technical consultancy in the HubSpot ecosystem. A seasoned entrepreneur and growth strategist, Noah has spent his career helping businesses scale by aligning go-to-market strategy, RevOps, and technical execution. Under his leadership, Aptitude 8 has become HubSpot’s #2 Global Solutions Partner of the year out of 7000 companies worldwide, and currently is the #1 partner in North America. Known for their strategic consulting and ability to deliver complex implementations and enterprise integrations that unlock growth for high-performing teams. that unlock growth for high-performing teams. With deep expertise across sales, marketing, and customer experience, Noah speaks frequently on topics like RevOps maturity, AI adoption, GTM strategies and enterprise expansion within the HubSpot ecosystem. He’s passionate about building high-impact teams, removing friction from customer experiences, and creating a culture of service, hospitality, and technical excellence.

Aptitude 8 is the top technical consultancy in the HubSpot ecosystem. As an Elite Solutions Partner with nearly every accreditation, we help high-growth and enterprise companies architect, implement, and optimize complex go-to-market systems in HubSpot. Our team blends deep technical expertise with a focus on service and hospitality, delivering enterprise-grade outcomes with nimble execution and rapid iteration.
We specialize in solving hard problems, CRM migrations, RevOps strategy, AI enablement, system consolidation, and custom integrations, and we’re trusted by both HubSpot and private equity firms to drive scalable growth. Whether we’re supporting a strategic HubSpot deal or transforming a portfolio company’s GTM engine, we bring precision, speed, and creativity to every engagement.

Steven Berman leads the Accel-KKR’s executive search function. Working with deal teams and portfolio companies to drive value by having the right people in the right seats.

For over two decades, Accel-KKR has leveraged our vast pool of resources and focused expertise in mid-market software and tech-enabled services to help hundreds of businesses go further than they have imagined.

Ankur Bhandari is the Head of portfolio company finance for Turn River Capital. Prior to this, he has been a CFO of SAAS, Fintech & Healthcare portcos of leading PE funds like CVC, Madison Dearborn etc.

He was also Treasurer at Fortune 500 companies, worked in corporate development and led businesses at HSBC and Citi. He has led successful exits in the private and public markets and executed complex multi-billion capital restructuring initiatives.

Ankur is passionate about how the finance function can help engineer and drive growth. He has played an active role in multi billion exits, > 10x increase in Enterprise value & participated in ~50% yoy growth in somewhat mature businesses.

He is an avid photographer and an enthusiastic golfer though his skills at golf are inversely related to his enthusiasm. He enjoys traveling and spending time with his family.

Prashanth (PV) Boccasam is Chairman of Jörn Capital, where he partners with leading private equity firms to drive transformational growth across b2b focused portfolio companies. A repeat entrepreneur with multiple successful exits, Prashanth brings operator discipline, AI-native insight, and deep B2B vSaaS expertise to value creation and value capture.

At Jörn, he leads investment theses that fuse data, AI-enabled automation, and digital reinvention—helping PE platforms accelerate EBITDA, modernize GTM, and build defensible enterprise value. He works closely with GPs, Chairs, and CEOs to turn complexity into compounding returns. He has invested over $250M in multiple companies, raised over $100M+ for his own ventures, and delivered IRRs over 30% in his tenure as an investor. Appian (APPN) was 44x return to his investors. He is passionate about Early Childhood Education and is the founder and chairman of the DC’s areas largest privately owned Language Immersion Preschool.

Adam Boone serves as Chief Marketing Officer for Bespoke Partners, the largest retained executive search firm for private equity firms and their portfolios.

In his career Boone has spearheaded go-to-market and commercial programs for technology ventures back by Sequoia Capital, Goldman Sachs, Greylock, Bessemer Ventures and other top tier private capital investors with multiple successful exits.

He has driven launches and marketing programs for more than 100 products, services and ventures generating billions of dollars in revenue and many multiples of enterprise value.

Boone has driven joint marketing programs and go-to-market initiatives with iconic industry leaders including Microsoft, IBM, GE, AT&T, Oracle, Comcast, Cisco, Ciena and Samsung.

Boone holds an MBA in Business Strategy from the WP Carey School of Business at Arizona State University and completed the Competitive Marketing Strategy Program at the Wharton School at the University of Pennsylvania.

Bespoke Partners is the leading executive recruiter for private equity and the largest firm specializing in recruiting for software and SaaS companies in the United States.

Bespoke-recruited executives have orchestrated more than 200 portfolio company exits totaling nearly $600 billion, creating more than $200 billion in value for their private capital sponsors.

Bespoke Partners is Built Different, with a unique firm structure, functional role focus and deep expertise in 28 software subsectors.
Bespoke’s data-driven services utilize the Executive Index, a comprehensive AI-augmented talent market mapping platform. The Executive Index enables Bespoke to complete searches in less than half the industry average time with a 95% placement success rate.

The firm has placed more than 1,500 top-performing executives into private equity portfolio companies. Successful searches include CEOs, CFOs, CROs, CMOs, CPOs, CTOs, CIOs, CHROs, Board Members, Operating Partners, Vice Presidents, General Manager and many more.
Learn more at www.bespokepartners.com.

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

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

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

Andy Brown currently serves as CEO and co-founder of Sand Hill East, LLC, which provides strategic management, advice and marketing services to emerging companies. Mr. Brown is a member of the board of directors of Zscaler (ZS), Inc., a publicly traded company providing cloud security services, Pure Storage, Inc.(PSTG), a publicly traded software-defined data storage solutions company, Digital Asset, a private company providing solutions in the Digital Ledger workflow fintech ecosystem, Tifin AG, an AI company focused on growing Assets under Management for Wealth Management providers and ReplicaCyber, a cyber company offering Secure Environments as a Service. He is also CTO in Residence & mentor at Fintech Innovation Lab and he advises a number of privately held software companies.

He is CEO and co-owner of Biz Tectonics LLC, a privately held consulting company founded in 2006. In his prior career, Mr. Brown worked in Financial Services, Telecoms, Oil and Pharma : From September 2010 to October 2013, Mr. Brown served as Group Chief Technology Officer of UBS, an investment bank. Prior to that, Mr. Brown served in a variety of executive management and leadership roles at a variety of leading banking companies including Bank of America, Merrill Lynch and Credit Suisse.

Mr. Brown holds a BSc Honors Degree in Chemical Physics from University College London.

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

Experience includes:

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

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

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

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

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

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

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

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

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

SEG Profile

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

Anthony is Head of Portfolio Operations at Lateral Investment Management – with a specific focus on excellence and best-practices within finance, accounting, planning & analysis, reporting, KPIs and operations at all Lateral portfolio companies. Anthony has led several growth-related projects within the portfolio as Interim CFO or CEO, and also is a member of the firm’s Investment Committee.

Prior to joining Lateral, Anthony was Head of Finance at Greenway Health, a portfolio company at Vista Equity Partners. Prior to Greenway Health, Anthony was a Finance Executive at worldwide fintech ACI Worldwide (Nasdaq: ACIW) and spent 10 years in FP&A leadership roles at three divisions of General Electric – GE Lighting, GE Security, GE Oil & Gas. Anthony began his career at Ernst & Young, working in their Audit & Assurance practice.

Lateral Investment Management is a private equity firm focused exclusively on investing in founder-owned companies that have reached an inflection point. We partner with high conviction owners who want an institutional partner to help them expand and accelerate their vision. At Lateral, we take a collaborative approach that leverages our domain expertise, strategic insight, and operational resources to drive significant growth and value creation. We specialize in technology and business services, specifically B2B software, industrial technology, managed solutions, and technology-enabled services. With $1 billion of assets under management, Lateral targets small to mid-size companies between $20 and $200 million of revenue and >$4 million of EBITDA as a growth partner.

Bek is Head of Talent at Knox Lane and has spent her career as an HR, Organization, and Talent business partner to corporate leadership teams as they scale their business. Prior to Knox Lane, Bek was a General Partner and Chief People Officer at TCV, a technology crossover investment firm where she drove investor performance, diversity, recruiting, compensation, and executive leadership. Prior to TCV, she was the Global Head of Talent at Atlassian (NASDAQ:TEAM), and also held a variety of senior roles at Nike and Microsoft, where her expertise and responsibility included executive leadership coaching, talent acquisition, organizational structure/design, culture and performance management.

Bek holds a BA in Economics & Psychology from Claremont McKenna College, an MA in community counseling from Marquette University, and is a board certified licensed professional counselor.

Based in San Francisco, Knox Lane is a growth-oriented investment firm comprised of a team of accomplished investors and operators with a shared work history and a strong track record of partnering with leading companies to accelerate transformational growth. Knox Lane employs an investor-operator mindset and seeks to provide support across a number of business components, including human capital, brand management, end-to-end digital transformation, sourcing, supply chain and logistics, strategic acquisitions and business development. For more information, please visit www.knoxlane.com.

Calvin Chock is Head of Digital Transformation at The Vistria Group, where he leads innovation and technology strategy across portfolio companies, including technology diligence and cybersecurity. Previously, he served as Chief Product Officer at Clover Health, a tech-enabled Medicare Advantage provider. Calvin spent over a decade at McKesson, where he led all facets of technology for the Specialty Health division. There, he played a pivotal role in building and scaling iKnowMed (a widely used oncology EHR), a specialty pharmacy inventory management system, as well as capabilities in clinical informatics and outcomes reporting.

The Vistria Group is building a new kind of private investment firm that seeks to deliver both financial returns and societal impact. It invests in essential industries like healthcare, knowledge & learning solutions, financial services and housing that deliver value for investors as well as communities, employees, and consumers. With almost $16 billion in AUM, The Vistria Group looks deeper by working as a true partner, drawing on its deep sector knowledge, operational expertise, unique network, diverse team, and impact orientation to achieve transformational growth. For more information, please visit www.vistria.com.

Renée joined Norwest in 2022 as an Operating Executive. As a member of the portfolio services team, she lends her 20+ years of B2B marketing experience to the portfolio, working shoulder-to-shoulder with company leaders to help them optimize and scale their revenue engines for growth.

Prior to joining Norwest, Renée was a senior vice president at Lucidworks where she set global strategy for brand, product marketing, demand gen, and sales development. Before Lucidworks, she built the demand generation practice at Trellist, a marketing consultancy and agency serving Enterprise and mid-market clients. Starting her career in tech startups, Renée cultivated deep hands-on experience and strategic leadership in a range of marketing functions including marketing ops, digital, ABM and field marketing.

Renée holds a bachelor of arts double major in political science and history from the University of Massachusetts where she graduated summa cum laude.

Norwest is a global venture and growth equity investment firm managing more than $15.5 billion in capital. Since its inception, Norwest has invested in more than 700 companies and currently partners with more than 250 companies in its venture and growth equity portfolio. The firm invests in early- to late-stage businesses across key sectors with a focus on enterprise, healthcare, and consumer. The Norwest team offers a deep network of connections, extensive operating experience, and a wide range of impactful services to help CEOs and founders scale their businesses. Norwest has offices in Menlo Park and San Francisco, Calif.; Mumbai, India; and Tel Aviv, Israel. For more information, visit www.norwest.com.

Meagan is B Capital’s Head of HR, based in Los Angeles, where she leads all human resources functions for both the firm itself and its portfolio companies. She oversees strategic HR initiatives and talent acquisition needs not only across B Capital’s global organization but also directly supports the growth and performance of its portfolio companies. With over 20 years of experience, Meagan specializes in aligning HR strategies with business objectives, cultivating high-performance cultures, and implementing cutting-edge HR technologies. Her expertise spans developing leadership pipelines, succession planning, and navigating complex organizational transformations.

Before joining B Capital in April 2022, Meagan held leadership roles at Masimo, where she led Global Recruiting, and at Western Digital, where she served as Director of Global Talent Acquisition. Her international experience includes heading Asia-Pacific Recruitment, Training, and Events at Oliver Wyman in Singapore, providing her with a valuable cross-cultural talent management perspective.

Meagan earned a BS in Accounting from Providence College. Outside of work, she enjoys surfing, prone paddleboarding, duffy boat-riding, running, cycling, playing golf, snowboarding, volunteering with local charities, and is an avid sports fan.

B Capital invests globally in extraordinary founders and businesses shaping the future through technology. With more than $8 billion in assets under management and dedicated stage-based funds, the firm focuses on early-stage to late-stage venture growth investments, primarily in the technology / AI, healthcare and climate sectors. Founded in 2015, B Capital has an integrated, global team across nine locations in the U.S. and Asia, including a headquarters in Singapore. The firm’s value-add platform, together with the consulting expertise of its strategic partner The Boston Consulting Group, provides entrepreneurs with the tools and resources to scale quickly and efficiently, expand into new markets and build market-leading businesses.

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

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

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

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

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

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

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

PwC is a leading advisor to private equity investors and the companies they invest in. We help to drive performance optimization and growth enhancement of portfolio companies across the deal lifecycle. In addition, we advise on fund level strategies, sustainability, portfolio operations, and digital enablement.

Our scale, scope, and presence across geographies offer unparalleled capabilities, insights, and expertise. Our tailored and differentiated approaches to regions and industries help private equity firms make better investment decisions and realize value across their portfolios.

Shawn Devilla is a Principal on Carlyle’s Technology team based in Menlo Park, CA. He focuses primarily on buyout and growth private equity investments in software and tech-enabled services businesses and has been actively involved with the firm's investments in NEOGOV, Hexaware, Jagex, Cohesity, Arctera (fka Veritas), HireVue and PK (fka ProKarma). He is currently a member of the boards of Hexaware and Arctera. Prior to joining Carlyle, he worked in Credit Suisse's Technology, Media, and Telecom investment banking group based in New York City. He received an M.B.A. from Stanford University's Graduate School of Business and a B.B.A. with honors from the Stephen M. Ross School of Business at the University of Michigan.

Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit, and Global Investment Solutions. With $453 billion of assets under management, Carlyle's purpose is to invest wisely and create value on behalf of its investors and portfolio companies. Carlyle employs more than 2,300 people in 29 offices across four continents.

Paul Dhaliwal (Menlo Park) joined KKR in 2021 and is a Director on the U.S. KKR Capstone team. In this role, he leads the development of new cross-portfolio programs, assessing and driving procurement driven value creation, and working with portfolio companies to enhance procurement and supply chain organizations. Mr. Dhaliwal holds twenty two years of experience with AlixPartners and Ford Motor Co. He received an MBA from MIT Sloan School and a BS (Summa Cum Laude) in Mechanical Engineering from University of Illinois

Dan is the Group Vice President of Private Equity & Venture Capital Global Partnerships at Oracle. He has led high-performance global teams and spearheaded enterprise transformation initiatives at companies like Google, AWS, and ClickSoftware. Specializing in cloud computing, data analytics, and AI, Dan has a proven track record of executing complex go-to-market strategies while bridging the gap between technology and business impact.

Jenna Fisher is committed to finding transformational leaders who can guide companies forward in a changing world. Over the past 20 years, she has developed strong relationships with a broad cross-section of global business leaders and the companies they shape. Having completed more than 400 CFO and board searches, she has a deep understanding of what professional and personal experiences, as well as the personality traits, are needed at the top. She knows that the most successful companies—in terms of any metric—are led by inclusive teams who understand and reflect their products, services, employees, and audiences. As a senior partner, Jenna co-leads the firm's Global Financial Officers Practice and conducts senior financial officer assignments for leading global companies across industries.

Prior to joining Russell Reynolds, Jenna was a consultant with Bain & Co., where she advised private equity clients and senior management of Fortune 500 firms in technology, consumer goods, and retail. She began her career as an entrepreneur, founding and successfully selling an educational services company in Houston.

Jenna received her BA, with honors, in sociology from Rice University and her MBA from The Wharton School, University of Pennsylvania. She also attended Duke University Law School and studied at the Hebrew University in Jerusalem.

Jenna wrote a Wall Street Journal best-selling book, To the Top (Wiley, 2023), about the importance of gender equity in business leadership. She lives in the Bay Area with her husband, two children and two poodles.

Adam is an innovative, global enterprise value creation leader who has split his more than 25 years experience evenly between being an execution-focused consultant/advisor and as a Private Equity fund operations executive/Board Director.

As a functional expert in procurement and cost, he practices across industries both in mature and high growth organizations bringing a Private Equity mindset of ownership, sustainability and urgency to all situations.

Industries of focus are food supply chain, life sciences, industrials, infrastructure, healthcare and business services.

Core engagement scopes typically include:
Purchasing, Supply Chain, Contract Negotiations
Design to Value
Carve-outs, M&A and PMI
Due Diligence and Sign-to-Close
SG&A Organization and Efficiency
Cash/Working Capital Management
ESG

Education
MBA - London Business School
BS, Economics & International Trade - University of Waterloo

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 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 30 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.

Meredith leads the global Private Equity & Venture Capital Practice, focused on partnering with leading Private Equity and Venture Capital firms to accelerate top line growth and digitally-enabled value creation in portfolio companies leveraging the Salesforce platform and ecosystem.

Meredith is a seasoned operator and entrepreneur with over 25 years of experience leading transformative technology companies across digital platforms. She has held multiple CEO roles at startups all acquired by Fortune 500 companies, and has driven high-growth trajectories for venture-backed firms and corporate divisions.

At Salesforce, Meredith has held multiple leadership positions, including SVP Product Management & GTM Strategy for Commerce Cloud, SVP & GM of Lab 1449, SVP & GM of Vaccine Cloud and Safety Cloud, and VP Digital Engagement and Bots. Previously, as CEO of HeyWire, she became the first female CEO whose company was acquired by Salesforce.

Salesforce is the customer company, helping companies connect with customers in a whole new way since 1999. Its pioneering formula of Data + AI + CRM + Trust helps companies embrace this new innovation cycle of artificial intelligence, democratizing AI with low-code tools and accelerating productivity with AI in the flow of work for every team.

Salesforce Customer 360, its complete portfolio of products, unites every team around the customer on one integrated, metadata-driven, low code platform with built-in automation and intelligence. Its open and innovative approach has made Salesforce the #1 AI CRM for 10 years in a row.

Salesforce is proud to be the market leader, but it’s even more proud to be a leader in philanthropy, innovation and culture. Guided by core values of trust, customer success, innovation, equality and sustainability, Salesforce is more than a business — it's a platform for change.

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

David Gottesman is an Operating Principal based in H.I.G.’s Miami office. He supports portfolio value-creation initiatives across the firm’s U.S. private equity funds.

David has over 15 years of strategy and operations experience, with expertise in commercial excellence, performance improvement, and new business incubation.

Prior to joining H.I.G., David founded and led the strategic initiatives/internal consulting group at ChenMed. Earlier in his career, he worked in management consulting at Bain & Company, where he focused on due diligence and portfolio company value-creation for PE clients.

David received his M.B.A. from The Wharton School at the University of Pennsylvania and his B.A., cum laude, from Yale University.

H.I.G. Capital is a leading global alternative investment firm with $70 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, direct lending, infrastructure, special situations debt, and growth-stage healthcare. We partner with committed management teams and entrepreneurs and help build businesses of significant value. Our team of over 500 investment professionals has substantial operating, consulting, technology and financial management experience, enabling us to drive value creation in our portfolio companies. Since 1993, we have invested in more than 400 companies with combined revenues in excess of $53 billion. We invest in companies throughout the U.S., Europe, and Latin America and have offices in Miami, New York, Boston, Chicago, Los Angeles, San Francisco, Stamford, and Atlanta and affiliate offices in Europe, Latin America, the Middle East, and Asia.

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

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

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

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

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

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

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

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

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

Sheldon Hamburger currently serves as Senior Director of Private Equity Relations at Infosys, a multinational technology company that offers business consulting, information technology, and outsourcing services. Some of his previous positions include CEO at MyVisionExpress (a Global Growth portco), President of MSE, Inc., Vice President of Business Development at TrialCard, and Vice President of Strategy and Business Development at MIC, Inc.
Hamburger is a limited partner at Excelerate Health Ventures and has served as a member of RTP Capital Associates, and Executive in Residence at North Carolina State University, Poole School of Management. He has numerous publications and presentations to his credit in the areas of healthcare, technology, and business management.

Originally from the Detroit area, Hamburger now resides in Raleigh, NC and holds a degree in Computer Engineering from the University of Michigan, Ann Arbor.

Infosys

Infosys is a global leader in next-generation digital services and consulting. Over 300,000 of our people work to amplify human potential and create the next opportunity for people, businesses and communities. We enable clients in more than 56 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer clients, as they navigate their digital transformation powered by cloud and AI. We enable them with an AI-first core, empower the business with agile digital at scale and drive continuous improvement with always-on learning through the transfer of digital skills, expertise, and ideas from our innovation ecosystem. We are deeply committed to being a well-governed, environmentally sustainable organization where diverse talent thrives in an inclusive workplace.

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

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

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

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

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

Matt has led Ridgemont’s Portfolio Operations practice for the past 8 years. The Portfolio Operations team collaborates with company executives across industry verticals to drive value-creation initiatives.

Prior to joining Ridgemont, Matt ran Global Purchasing at Lear Corporation. Matt has significant consulting experience working with numerous North American and European companies in strategy, sales, and operations with McKinsey & Co. He also served as a nuclear submarine officer in the United States Navy.

Matt earned a B.S. in Mechanical Engineering from the United States Naval Academy and an M.B.A. from UCLA.

Ridgemont Equity Partners is a middle market private equity firm that has provided over $4 billion of buyout and growth capital to private companies and new business platforms since 1993. The principals of Ridgemont have a proven, industry-focused model building distinctive middle market companies.

Mr. Isaman joined Dunes Point Capital as Head of Operations in 2024.

Prior to joining Dunes Point Capital, Mr. Isaman was the Chief Operating Partner at Graham Partners. Prior to Graham Partners, Mr. Isaman was an Operating Partner at Kohlberg & Company. Mr. Isaman’s other experience includes CEO of Stanadyne Corporation, CEO of Senneca Holdings, CEO of Stolle Machinery, President at Terex Construction, President of Fire Safety Americas at UTC Fire & Security, President, Otis Elevator China and various other senior executive roles at United Technologies Corporation and Otis.

Mr. Isaman is among the recipients of the People's Republic of China's Friendship Award. Presented by the Premier of China, the award is the supreme prize the Chinese government confers to foreign experts who have made outstanding contributions to China's economic and social progress.

Mr. Isaman received a B.S. in Marketing from the University of Maryland and an M.B.A. from the George Washington University School of Business. He is a lifetime member of the Special Forces Association.

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

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

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

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

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

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

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. 

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

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

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

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

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

Vivek Khare leads the North America Private Equity Practice at Tech Mahindra, a global digital transformation and AI-powered technology consulting firm. He partners with leading private equity firms and their portfolio companies to accelerate value creation through digital innovation, AI/ML, automation, and operational transformation. With over two decades of experience, Vivek has worked closely with operating partners and C-suite executives to drive measurable EBITDA impact, reduce operating costs, and modernize technology platforms across sectors including Tech, Software & Platform, Semiconductor, New Age, Automotive, and Manufacturing sectors. Tech Mahindra’s private markets practice has supported 150+ portfolio companies, leveraging purpose-built frameworks to unlock 10–15% cost savings and 40–50% faster time-to-value. Vivek brings a deep understanding of the private equity value creation lifecycle, and his work is focused on aligning technology investments with growth strategy, operational efficiency, and exit readiness.

Tech Mahindra (part of the $23B Mahindra Group) is a $6.2 billion global leader in consulting, systems integration, and IT services, operating in over 90 countries with 150,000+ associates serving more than 1,000 clients worldwide. The company leverages its “Scale at Speed™” philosophy to power enterprise transformation through AI & analytics, cloud, engineering, cybersecurity, blockchain, metaverse, and sustainability.

Tech Mahindra dedicated Private Market Practice supports 20+ top-tier private equity firms and 150+ portfolio companies across sectors such as BFSI, Communication, healthcare, Tech Media & Ent., Manufacturing, Retail & Consumer Goods, Travel, Transportation, Hospitality & Logistics, Oil & Gas, Professional Services. We deliver measurable value creation through enterprise-wide digital transformation, automation, AI/ML, and cloud-native engineering.

We act as a strategic partner across the investment lifecycle—from due diligence and carve-outs to growth acceleration and exit readiness. With deep experience in digital operating models, platform consolidation, and AI-led transformation, we help operating partners unlock scale and agility. Our global delivery presence and sector-specific expertise make us a trusted enabler of sustainable value for private equity-backed businesses.

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

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

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

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

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

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

Warburg Pincus LLC

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

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

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

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

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

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

Arun Lamba is a Managing Director and Head of the Performance Improvement practice at Portage Point. Arun drives improvement, enhancement and transformation of middle market businesses through advisory, implementation and interim leadership.

Arun has a passion for value creation, leveraging his operating experience to develop strategic insights and implement business management systems that sustain strong, tangible results. As both a consultant and operator, Arun has worked across a diverse set of industries and functions to drive transformational profitability and working capital improvements.

Since joining Portage Point, Arun has worked with industrial, services and technology businesses to develop and execute value creation plans. His experience includes leading transformations, driving focused performance enhancement initiatives across operations and sales and providing CXO support.

Arun recently served as interim COO for a consumer products company, driving transformational change across organizational structure, manufacturing, supply chain management and product management to generate significant margin enhancement and working capital improvements. Efforts resulted in $28 million of EBITDA value (or 14% of sales).

Arun also led the transformation of a media roll-up business, developing and executing a plan that unlocked key platform synergies and generated significant enterprise value amid revenue headwinds. Key value creation initiatives focused on eliminating $12 million in cost (12% of sales) while aligning strategy with core channels of profitable growth.

Prior to joining Portage Point, Arun was a management consultant with Wilson Perumal & Co, working with organizations ranging from the US Army to PE-backed middle market healthcare companies on developing and executing strategies for organizational transformation.

Arun is also an experienced business operator, having led multiple manufacturing and service organizations through development and execution of strategic transformations that resulted in significant EBITDA growth. His leadership covered both operational and commercial aspects, managing the businesses through strategy development, post-merger integration and cross-functional process optimization.

Previously, Arun worked as Sustainability Manager for Silgan Holdings, a leading packaging manufacturer and as an Investment Consultant with Cambridge Associates.

Kara has over 10 years’ experience in financial services, with a focus on supporting private equity sponsors. Most recently, she served as SVP of Client Services at Performance Improvement Partners, a leading lower-middle market technology consulting firm, where she led diligence and tech transformation projects for PE-backed companies. Prior to that, she served as Business Development Director for North America at Efficio, helping expand the firm’s regional presence. Kara also held the role of VP of New Business, Private Equity at GLG, where she built and led high-growth teams while deepening client relationships across the investment ecosystem.

Riviera Partners is the premier choice for tech talent and a global driver of innovation for today’s most influential companies – partnering with leading private equity firms to expertly place executive talent in the crucial areas of IT, software engineering, product management, cybersecurity, AI, and design.

Jeremy applies over 25 years of consulting and P&L leadership experience to structure and deliver operating income improvement at technology-centered businesses.

Jeremy has led several complex, global transformations of products and technology for financial services and TMT companies. He guides businesses focusing product strategy for growth, accelerating product engineering, and building data science capabilities. Additionally, he leads AlixPartners’ Commercial Workbench suite applying AI/ML to customer and product profitability, marketing, pricing, and sales effectiveness.

Prior to AlixPartners, Jeremy was EVP for a $1 billion digital marketing business unit at Experian. Jeremy served as an infantry officer in the US Army.

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

Tae joined Corridor Capital’s operations team in 2022, bringing 10+ years of CFO and operating partner experience. She partners with portfolio company CFOs to enhance financial functions and accelerate value creation. Previously, she was CFO of National Operations at Dermcare Management, a PE-backed dermatology platform, where she built a decision support function and integrated five add-ons. In the CFO seat at Skin and Beauty Center, another PE-backed dermatology platform, she led six tuck-in acquisitions before exiting via a merger into the Dermcare platform. Tae also served as CFO for a healthcare consulting firm, where she converted a non-profit into a for-profit entity and secured equity financing. She began her career in public accounting and is a CPA with an M.B.A. from UCLA Anderson and a Bachelor's in Mathematics from Occidental College.

Vikram Mahidhar is a Private Equity Operating Partner for Apollo Global Management, Inc., where he leads Digital, Data and AI. He and his team are responsible for creating value through digital transformation across the portfolio including products, platforms, front and mid-office processes, data and analytics modernization, cloud modernization and AI strategy/implementation. Vikram is a board director at Cengage, Rackspace and 25Madision Evolve – an AI inclubator. Recently, Vikram has been recognized by Data IQ as 2023 Top 100 Most Influential Leaders in Data. He has also received the AI 100 Award by MachineCon. He is currently an Entrepreneur-in-Residence at UMASS Amherst, College of Computer Science. He holds graduate degrees from Massachusetts Institute of Technology, Boston University, and undergraduate degree in engineering from University of Pune.

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

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

Sandy Martinuk is a seasoned strategist and leader with over 17 years of experience at the intersection of research, design, and innovation. With a PhD in Physics and a background spanning science, engineering, and education, Sandy brings a unique analytical lens to the design of complex, data-driven systems. At Unosquare, Sandy leads strategy initiatives for enterprise clients, specializing in technical software for power users and data-intensive environments.

Sandy has recently led strategy engagements for Fintech leaders such as Blue Owl, Cerberus capital, and GEM Investments, helping to define user-centered solutions that integrate advanced analytics and AI to drive operational value. His work consistently bridges the gap between technical feasibility and user value, ensuring initiatives are both intuitive and impactful.

At the PEI Operating Partners Forum in Napa, Sandy will facilitate a working group focused on harnessing the power of data science and advanced analytics in value creation—bringing together operating partners for a dynamic, hands-on discussion.

At unosquare, we partner with organizations in Financial Services, Healthcare, Hi-Tech, and Media & Publishing to design and build powerful data, AI, cloud, and product solutions with flexible engagement models.
Founded in 2009, unosquare is a global digital engineering partner delivering enterprise-level solutions with advanced capabilities and strategic positioning.

We blend a profound industry expertise, world-class engineering talent and best-in-class delivery management, to bring transparency and enduring client partnerships to digital transformations and product roadmaps.

With unosquare, our clients unlock expertise and innovation while also optimizing ROI.

Will McCarthy is an accomplished go-to-market professional with extensive experience at leading AI companies. He is currently leading the North American GTM expansion for Sana, focusing on launching and scaling the Agents platform. Will previously served on the team at Hebbia, helping to partner across a range of private capital & real estate firms for their GenAI platform. Earlier in his career, he held several roles at Salesforce, supporting customers within professional services and contributing to the growth of new business initiatives. Will holds a degree in Economics from Lafayette College, where he was captain of the Division I lacrosse team.

Sana is an AI company pioneering the next generation of knowledge tools for the enterprise. Our agent platform augments data room diligence, internal research, complex doc analysis, and more for leading firms like CVC and Norvestor. Backed by top-tier investors including NEA, Menlo Ventures, and EQT Ventures, Sana has raised over $130 million to date and has been recognized on the Forbes AI 50 list as one of the top AI companies developing the most promising business use cases of artificial intelligence.

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

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

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

Neal is the Founder and Chief Executive Officer of Virtas Partners. Prior to founding Virtas in 2017, Neal led the Accounting Advisory Services business for KPMG.

Neal has supported private equity firms and corporations across the ownership lifecycle for more than 25 years.

Virtas Partners is the premier Office of the CFO advisory firm serving the Middle Market, bringing solutions to its clients across the business lifecycle.

We have flipped the typical consulting model on its head both literally and figuratively: execution by senior-level experts developing solutions for our clients’ most challenging issues.

In contrast to our peers, which may have a more rigid and hierarchical structure, we operate like a SEAL team, with a focus on speed, agility, and adaptability. We understand that each engagement is unique, and we tailor our approach to fit the specific needs and goals of our clients. Our commitment to excellence and our personalized approach sets us apart from other consulting firms.

Proven technology executive with a track record of value creation and successful exits both as a Private Equity Operating Partner and Chief Revenue Officer. Kevin serves as an Operating Executive at Lone View Capital responsible for the full lifecycle of investments across the portfolio. Kevin is a three-time Chief Revenue Officer having led portfolio companies for Bregal Sagemount, Riverside Company, and Summit Partners all to successful exits. Prior to Lone View Capital, led the Value Creation Practice as the senior Operating Partner at HKW.

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

Benny Melumad is based in New York, joined Warburg Pincus in 2020 and is a Managing Director in the Digital Strategy and Innovation group.

Benny is supporting Warburg portfolio companies in their Technology, Engineering, Cloud and Cyber Security needs, as well as leading the technology diligence with prospective investments. He is a seasoned technology and people leader with over 20 years of operating experience in technology, product management, software development, enterprise applications and IT strategy.

Prior to joining Warburg Pincus, Benny was the Chief Technology Officer at BluJay Solutions, a supply chain management software company. Prior to joining BluJay Solutions, Benny worked at Vista Consulting Group, the operating arm of Vista Equity Partners, where he was responsible for technology diligence with potential investments as well as overseeing the technology function within Vista’s portfolio companies. During his tenure at Vista, he served as a CTO for two of its companies, MicroEdge (acquired by Blackbaud) and Social Solutions. Benny started his career as a Software Developer, working for several financial and startup companies. He received a BA in Economics with a Computer Science major from the College of Management in Tel-Aviv, and MBA in Finance from Baruch College.

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

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

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

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

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

Paul Pan is a Partner in the KPMG Deal Advisory and Strategy practice and serves as the Private Equity Strategy Leader. Based in New York, Paul is a trusted advisor to private equity and corporate clients on complex operational transactions and transformations, with a specific focus on complex carve-out transactions.

He has worked with many of the largest Private Equity funds, and their internal operations groups, providing operational due diligence support as well as portfolio company value creation services. Paul has expertise in defining value creation programs and has led several transformation programs for private equity portfolio companies which required executing on multiple operational levers and resulted in enhanced profitability.

Paul has knowledge across several industry verticals, focusing on consumer products and industrials.

As Private Equity Lead Partner at KPMG Strategy, Paul plays a pivotal role to align KPMG sector depth and firm-wide solutions to best serve our Private Equity clients throughout the transact to transformation journey.

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

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

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

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

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

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

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

Pat Petitti is the co-founder and CEO of Catalant, which he started in 2013 as a class project at Harvard Business School and has since grown into the premier provider of agile consulting services to the Fortune 500. Petitti is also co-author of a book titled, Reimagining Work: Strategies to Disrupt Talent, Lead Change, and Win with a Flexible Workforce, which lays out a vision and path for a new relationship between global companies and talent. In 2016, he received an EY Entrepreneur of the Year Award for the New England region. Prior to co-founding Catalant, Petitti was a consultant at negotiation and conflict management consulting firm Vantage Partners, and before that at Booz Allen Hamilton. Petitti received his Bachelor of Science degree from the Massachusetts Institute of Technology and MBA from the Harvard Business School.

Catalant Technologies is the creator of Consulting 2.0 and the leader in on-demand access to the world’s best independent consultants and teams. Trusted by hundreds of leading private equity firms and their portfolio companies for flexible, fit-to-purpose consulting, Catalant's platform gives firms and their portfolio companies access to a network of thousands of experienced business professionals, matching them to pre-vetted professionals who have solved their specific problems before.

Brian is a Managing Director and the CFO at Spectrum, leading the firm’s financial activities.

Brian is responsible for the firm’s financial operations, along with strategic planning, best practices guidance and executive mentoring for portfolio companies.

He brings an accomplished track record to the firm, with more than 30 years of senior financial leadership roles and substantial operating experience at private and public companies, including Shutterfly, Ticketmaster, 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 received a BS from Bucknell University.

Outside of Spectrum, Brian enjoys staying active with his wife, discovering new Napa wineries, and improving his below-average golf game.

Founded in 1994, Spectrum Equity is a leading growth equity firm with offices in Boston, San Francisco, and London. For over 30 years, we’ve partnered with a select group of businesses across multiple sectors, focusing on category-leading software, data, and consumer internet businesses. We invest more than capital: we aim to create productive partnerships with our portfolio companies and enduring relationships with founders and management teams.

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

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

-Ryan is a Principal in our Private Equity practice with a passion to help our clients better answer the following question: “How can organizations leverage data and new technologies to drive faster, differentiated and tangible value?”

-Ryan has experience across the deal lifecycle as both a consultant and as a PE operator:

-Ryan spent 15 years at a Big Four and over his time there ran the business Analytics practice (S&O Analytics) and the AI & Automation offering

-Served as an advisor and transformation executive at New Mountain Capital for 3 years with a focus on the Energy and Infrastructure transition, how to monetize services and other IP in a SaaS or recurring revenue model, and advising NMC Investment and Deal Partner on the potential role that Digital in future value creation strategies and investments

-Ryan was one of the first hires by a Strategy house to start their PE practice, and was responsible for People globally

-Ryan’s focus is working with Investment and Operating teams to help identify value creation opportunities and define analytical-led transformation, enabling clients to ‘buy / build / lease’ the capabilities necessary to capture the value as their transformation partner and trusted advisor. Ryan is passionate about ensuring that the right data and analytical solutions to ensure value is realized in years to come as that will be a critical exit readiness consideration.

-In his more than 20+ years in the industry, he has worked across a number of industries and sectors, including Energy & Infrastructure Transition, Field & Professional Services, Industrials and Distribution, and Financial Services / Asset Management

-As a transformation partner and advisor, he pulls from a broad functional background including Data Quality and Management, Growth Strategy, Business Reinvention, Large Scale Cost & Productivity Improvement, Digital Operating Model, and many other large scale transformative solution that unlocked differentiated value through a multi-service line approach

-Education
BA in Supply Chain Management with Honors; awarded from the Honors College by the Eli Broad School of Business (Michigan State University)
MS in Accounting and Business Information Systems; awarded by the Eli Broad School of Business (Michigan State University)

EY can help you shape the future with confidence. We bring together our full spectrum of services and skills across sectors, with ecosystem partners, globally to create teams around clients’ issues. Our human-centric approach informs our thinking and our confidence to deliver, whether it's embedding AI to augment human potential or enabling transformation.
At the heart of everything we do are our 400,000 people – providing strategic solutions, business-critical insights and transformative outcomes that bring new value to our clients and build trust in the capital markets.

EY Private Equity services can help you discover new strategies to navigate complex transformations that shape the future and unlock innovative paths to growth and value creation. Combining sector insights with proven, innovative private equity strategies enables the EY Private Equity practice to drive meaningful impact across the fund and portfolio by helping in the creation of long-term value in an actionable, sustainable manner for all stakeholders.

Our industry insights, case studies and solutions – across all sectors- can help you seize the emerging opportunities to reframe the future of businesses – and industries.

Ms. Richards is a Managing Director of the TPG Growth Business Building Group based in San Francisco where she focuses on building and enhancing leadership teams and boards for the TPG Growth portfolio companies. Prior to joining TPG in 2016, she served as Vice President of Executive Talent for Greylock Partners. Before joining Greylock, Ms. Richards spent close to 10 years at Spencer Stuart, where most recently she was a Consultant in their Technology, Communications & Media and Board Services practices. Prior to joining Spencer Stuart, she spent four years as Director of Executive Recruiting at Accel-KKR. Ms. Richards received a BA from the University of California, Davis. A Bay Area native, Ms. Richards resides in San Mateo with her husband Ryan and three daughters.

Launched in 2007, TPG Growth meets the unique needs of earlier-stage companies, from traditional minority growth investing to growth buyouts and specialty capital. TPG’s West Coast roots, value-added operating approach, global reach and sector depth give TPG a distinct advantage in growth investing and position the firm as a valued partner for entrepreneurs. TPG Growth’s global perspective, differentiated thematic insight and deep sector specialization enables TPG to be highly opportunistic yet disciplined investors, transferring learnings from developed to developing markets. TPG’s dedicated operations team delivers business-building engagement, deep industry expertise and creative problem-solving to help companies grow and scale.

Over 15 years, TPG Growth has built a successful track record by pursuing sectors with a differentiated investment approach, including Healthcare investments including Precision Medicine, Vaxcyte, Medical Solutions, CTSI; Software & Enterprise Technology investments including MX, Tanium, Zscaler; Business Services companies including Denali Water Solutions, Halo Branded Solutions, Tenth Revolution Group; Consumer companies including Beautycounter, Crunch Fitness, Fender; and IDMC companies including Uber, Spotify, AirBnB, and Prodigy Education.

Maggie Rock is a relationship-driven deal maker who turned a 24-year career at PwC—where she rose from Auditor to Marketing and Alumni Leader and, ultimately, Client Relationship Executive—into a springboard for her current role as VP of Business Development at Oak Point Partners, a private investment firm and the world’s leading purchaser of Remnant Assets and partner to hundreds of Fortune 1000 financial teams, private equity firms, and privately held company Executives.

A champion of women, balanced and inclusive environments, and anyone who leads with kindness and hard work, Maggie is a mom, wife, friend, and daughter. Outside the office, she serves on multiple nonprofit boards. In her spare time, she loves to snowboard, play tennis, and travel and even though she’s a huge fan of her hometown of Chicago, her favorite place to be is near mountains.

Oak Point stands as the global leader in acquiring Remnant Assets, with an impressive track record of over 2,000 transactions in the past two decades, partnering with Fortune 500 and privately held companies with extensive operational history, and supported by the world’s top private equity firms.

Remnant Assets—non-core, non-operating intangible assets and payment rights—are often tied to legacy operations or overlooked predecessors. At Oak Point, we leverage our experience and relationships to deliver seamless transactions that maximize returns for our partners.

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

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

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

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

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

Erik Roth, a Senior Partner at McKinsey & Company, is a visionary leader in innovation and technology. Renowned for his expertise in AI and generative artificial intelligence, Erik helps organizations transform cutting-edge technologies into engines of growth and competitive advantage. He spearheaded the development of McKinsey’s AI platform, Lilli, and has redefined industries by embedding AI into the core of global organizations.

Before McKinsey, Erik served as Chief Innovation Officer at LG Electronics, where he launched a $100 million venture unit, and at OnStar, where he scaled a connected-car service to over three million subscribers. With a career spanning consumer tech, blockchain, IoT, and AI, he has helped develop businesses worth over $15 billion. A thought leader and co-author of Seeing What’s Next, Erik’s insights shape industries. His podcast, The Committed Innovator, reaches millions, reflecting his role as a strategist, technologist, and futurist shaping the future of business.

McKinsey & Company is a leading global management consulting firm, recognized for its expertise in strategy, digital transformation, and sustainability. Founded in 1926 and headquartered in New York, the firm operates in 67 countries with 134 offices and employs over 35,000 professionals across 21 industries and 14 business functions.13 McKinsey serves 88 of the top 100 Forbes Global 2000 companies, with 78% of its consultants holding advanced degrees.4 Known for its innovative solutions, McKinsey has pioneered business strategy and is ranked as the #1 strategic consultancy globally.5 The firm invests over $850 million annually in knowledge development and offers over 400 capability-building courses.26 McKinsey has a strong focus on sustainability, partnering with 800+ clients and employing 2,800 sustainability experts.1 Its impact includes contributing to 20% of global GDP growth and creating 1 million jobs annually.

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

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

Sanjay Salunkhe is the President of ‘Digital & Software’ business at Hexaware. Based in Boston, USA, Sanjay drives Hexaware’s endeavor in the Digital and Software business to help customers succeed with transformed value chains and build best in class software products and services. In this role, different units within Hexaware, namely Mobiquity, Hexaware Interactive, Hexaware Engage, Digital Core Transformation and Digital Product Engineering have been merged in one unit ‘Digital & Software’ and report into Sanjay.
Prior to Hexaware, he has held senior leadership roles at Capgemini and has over 29 years of experience in the high-tech industry, product development and digital technologies. He has been the CEO of an exciting business line and was instrumental in directing the strategy for the business unit. He has led the business unit into the leadership quadrant for multiple industry verticals. He has built diverse teams at the intersection of innovation and business transformation in technologies like cloud, software engineering, AI, Robotics, IOT and 5G. Sanjay is a strong advocate of adopting highly collaborative working partnerships with clients, which has added value to leading organization in the US, Europe, Japan and Australia.

Tim Sanders is the VP of Research Insights at G2, the leading marketplace for software. He’s also an executive fellow at the Digital Data Design Institute at Harvard, where he’s laser focused on how AI impacts businesses, and how things will shape up over the next few years.

He’s a NY Times bestselling author of five books, including Love is the Killer App. He was an early stage member of Mark Cuban’s broadcast.com and after its acquisition by Yahoo rose to serve as their CSO.

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

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

Amrit Saxena is the Founder & CEO of SaxeCap, a PE firm founded in 2019 that specializes in investing in businesses and transforming them with AI. In this capacity, Amrit pioneered the concept of “AI-levered buyouts” and has successfully transformed 100+ private businesses with AI, driving billions of dollars of enterprise value expansion. Separately, he also serves as a Senior Advisor on AI to numerous PE funds and sits on the Board of Directors of DCM Services and The Princeton Review. Amrit is a proven leader in AI-first businesses, having successfully founded, built, scaled, and exited two AI companies—retail AI company, Fancy That, acquired by Palantir, and HR AI company, Stella.ai, sold to PE funds in a LBO. In addition to his entrepreneurship, Amrit taught and researched AI at Stanford and MIT and is a prolific angel investor in Silicon Valley, investing in 300+ startups over the past decade (including being an early investor in companies like Anthropic, OpenAI, Perplexity, FigureAI, Mercor, Tavus, You, etc.). Amrit received his B.S. in Computer Science with a concentration in Artificial Intelligence, and M.S. in Management Science & Engineering, both from Stanford University with Distinction.

Founded in 2019, SaxeCap is a private equity firm focused on acquiring and transforming private businesses through artificial intelligence. As the pioneer of the “AI-levered buyout,” SaxeCap combines capital investment with deep in-house AI capabilities to accelerate EBITDA growth and operational efficiency. SaxeCap maintains a dedicated AI transformation team and a suite of proprietary AI products used to modernize and optimize its portfolio companies. SaxeCap targets businesses across a range of industries—including debt collection, revenue cycle management, PEOs, enterprise software, education, and clinical services—where there is significant opportunity for automation, analytics, optimization, machine learning, and generative AI-driven enterprise value creation. With a hands-on approach and rapid deployment model, SaxeCap delivers tangible value creation by embedding AI into core operations, reducing labor intensity, and enabling new revenue streams with AI-driven product innovation. This differentiated strategy allows SaxeCap to drive enhanced LBO returns without an appreciable increase in risk.

For the past six years, Josh has been an Operating Principal at Growth Factors which is the operations arm of Bregal Investments, where he leads the GTM Pillar, focusing on Sales Acceleration and Offer Optimization. Before this, Josh held sales leadership roles in sales at several PE and VC-backed companies, including TopOPPS (acquired by Xactly), BizLibrary, and Varsity Tutors (NRDY). Additionally, he founded a sales meetup and events business through SalesHacker (later acquired by Outreach.io) in Saint Louis.

Jo Seed is Chief Operating Officer at LogicSource. Jo is responsible for the vision, strategy and operational execution for all shared services, technology and client-site teams to ensure cross-functional service delivery for all of LogicSource’s current and prospective clients.

Jo has over 20 years’ experience in strategy and operations consulting, business transformation, technology solutioning and change management across North America, Latin America, Asia Pacific, the UK and Europe. Jo has successfully delivered numerous outsourcing, technology and business services solutions with global, regional and market-specific objectives to some of the world’s largest and most recognized brands.

Prior to joining LogicSource, Jo held a range of business development and consulting positions in both the US and Europe, working on major services engagements with Fortune 50 clients across the Retail, CPG, Financial Services, Pharmaceutical and Publishing industries.

Jo has a BA Hons. in Psychology from the University of Reading in the UK.

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

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

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

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

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

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

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

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

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

Gabriel is a partner at Rubicon Technology Partners and heads the firm’s Portfolio Operations team. He leads the development and execution of value creation plans across Rubicon’s portfolio and serves on the board of Work Truck Solutions. Before joining Rubicon, Gabriel was a principal at Vector Capital where he spent nearly a decade building the portfolio operations function and executing transactions across all segments of the technology industry. Earlier in his career, Gabriel was a Consultant at The Boston Consulting Group (BCG). His prior board positions include Riverbed Technology, Malwarebytes, and Mood Media. Gabriel holds bachelor of science and master of science degrees in Management Science & Engineering from Stanford University.

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

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

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

Alix Partners

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

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

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

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

Mr. Pitchford is an Operating Partner on the WCAS Technology team. He focuses on helping WCAS’s technology companies accelerate innovation, scale engineering organizations, and enhance their AI capabilities. He brings over two decades of experience as a software architect, security researcher, technology leader, and attorney.

Founded in 1979, Welsh, Carson, Anderson & Stowe (WCAS) is a leading private equity firm focused on investing in growth-oriented companies in the healthcare and technology sectors.

Benjamin Spiegel is the Chief Information Officer at Polywood, where he leads enterprise strategy, digital transformation, and innovation across data, AI, and technology platforms. His work focuses on unlocking enterprise value and reimagining how technology can enhance outdoor living through frictionless experiences and scalable growth.

Ben brings a unique blend of private sector leadership and public experience to his work. He previously served as an Operating Partner at BayPine, advising portfolio companies on digital strategy and transformation. Earlier in his career, he was Global Chief Digital Officer at Procter & Gamble Beauty and CEO of MMI Agency, where he led the firm’s digital-first evolution and successful acquisition by Stagwell.

In addition to his corporate roles, Ben is an advisor to Chess, a technology company countering AI-driven threats and hostile intent in digital spaces. He co-founded Digital Defense Investments (DDI), a cyber intelligence firm later acquired, and has worked with NATO on the development of an Information Environment Assessment capability—leveraging advanced data analytics to support the alliance’s strategy for countering hybrid warfare.

Ben has served on advisory boards for platforms including Snapchat, Twitter, and TikTok, helping shape the future of digital communications. Originally from Hamburg, Germany, he now lives in the U.S. and continues to explore the intersection of data, innovation, and strategic advantage.

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

Barclay Stanton is a Managing Director and Head of Office of the CFO (OCFO) at Portage Point Partners, based in the Los Angeles office.

With more than 20 years of financial, operational, advisory and entrepreneurial experience, Barclay provides holistic support to management teams and investors. His industry expertise spans consumer and retail, software as a service, manufacturing, distribution, education, business services and entertainment, with a particular focus on leveraging data analytics and technology to build best-inclass finance and accounting functions.

Prior to Portage Point, Barclay served as Managing Director and Head of the Los Angeles Office at Accordion. During this time, he spearheaded the launch of a new private equity go-to-market strategy in the LA market and led the commercial integration of the firm’s largest acquisition – a more than 600-person data and analytics organization based in Hyderabad, India (formerly Merylitics).

Before Accordion, Barclay consulted for an overseas, venture-backed location-based entertainment (LBE) company, developing the business plan, financial models and rollout strategy for its US expansion. Additionally, he founded a food-tech startup that created an asset-light, crowd-sourced marketing platform, allowing online content creators to turn recipes into shoppable meal kits.

Previously, Barclay was Chief Financial Officer and Chief Operating Officer of the high-growth startup Faherty Brand, where he accelerated the company’s production calendar to generate more than $1 million in free cash flow in the first six months and drove a 1000 basis point (BPS) increase in margins in the first year through new sourcing strategies. He led the retail rollout, implemented a close process, compiled historical financials and drove financial planning and analysis (FP&A) best practices, all while the business grew over 100% year-over-year (YoY).

Barclay started his career at Ralph Lauren, where he worked across sourcing and manufacturing, merger integration and FP&A, eventually becoming Director of Finance and Operations for the Club Monaco e-commerce division.

Barclay earned a Bachelor of Arts in Economics with a concentration in Finance and a minor in Chinese from Bucknell University. He completed the Chartered Financial Analyst (CFA) program from the CFA Institute in 2010

Chris Taylor is the Co-Founder and CEO of Fractional AI, an AI services provider grounded in engineering excellence. Fractional AI builds custom generative AI software to transform businesses.

As CEO of Fractional AI, Chris has scoped hundreds of applied AI projects—from complex workflow automations to new product launches. Prior to building Fractional AI, Chris was the Chief Revenue Officer of Wove (acquired by Samba TV) and a founding sales leader at LiveRamp (NYSE: RAMP).

Chris holds a BS in Finance and Entrepreneurship from the Wharton School at the University of Pennsylvania.

Fractional AI

Fractional AI helps businesses derive tangible value from rapid advancements in generative AI. Through its deep applied AI expertise and elite engineering talent, Fractional has become the preferred AI partner for private equity value creation teams and their portfolio companies.

Fractional offers flexible delivery models designed for companies at all stages of the AI journey—whether guiding executives on AI agent adoption, putting a company’s first generative AI project into production, or accelerating roadmaps for teams with established AI capabilities.

For opportunities with significant generative AI potential, Fractional also offers a co-investment model to align incentives—demonstrating confidence in execution and a commitment to shared value creation.

For more information, please visit www.fractional.ai.

Brady Tengberg is the Head of Client Success at Clozd, a leader in win loss analysis software and services. He partners with enterprise B2B clients to uncover the true reasons they win and lose—helping them translate buyer insights into clear, actionable strategies that drive growth. Before joining Clozd, Brady was a consultant at Bain & Company, where he advised Fortune 500 clients across the U.S. and Europe on growth strategy, commercial excellence, and customer experience transformation.

Brady holds an MBA from Northwestern University’s Kellogg School of Management. His combination of consulting rigor, operational leadership, and a passion for customer insight makes him a trusted advisor to revenue and product leaders looking to sharpen their competitive edge.

Clozd is the leading provider of software and services for win-loss analysis, which helps organizations identify their strengths and weaknesses, improve their win rates, build better products, and consistently uncover the real reasons they win and lose business. Founded in 2017 and headquartered in Lehi, Utah,

Clozd has conducted tens of thousands of win-loss interviews for clients in a wide range of industries, including enterprise software, business services, healthcare, financial services, manufacturing, transportation, telecom, and more. For more information, visit clozd.com.

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

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

Natalie Townsend is the Chief Revenue Officer at Consero, where she oversees sales, business development, marketing, and customer success.

Since joining the company in 2012, she has played a key role in developing the sales process and building a high-performing revenue team, combining financial expertise with a focus on helping companies optimize their finance and accounting functions.

Before Consero, Townsend was a District Manager at ADP, where she contributed to the growth of HR software and services solutions. During her tenure, she received multiple sales awards, including the President’s Club and Top District Manager of the Month.

She is also dedicated to mentoring the next generation and founded CTStrong, an initiative that provides college scholarships for students in need.

Townsend earned a master’s degree in accounting from the University of Texas at Austin and is a licensed CPA in Texas.

Consero Global, backed by BV Investment Partners, is the pioneer of Finance as a Service (FaaS), disrupting how Investment Managers and PE/VC-backed software, business services, healthcare firms, and nonprofit organizations set up and scale their finance departments.

Consero’s FaaS model integrates AI-enabled technology, processes, and people into a fully-managed solution, delivering precise financial visibility, improved operational scalability, and a lower, more predictable cost structure.

We also offer a range of flexible services to meet our partners’ needs at every stage of growth:

• Flex Finance: You keep your finance & accounting systems, Consero manages the back-office processes
• Flex Resources: Leverage our skilled finance & accounting staff to support back-office operations
• Advisory Services: CFO Advisory Services, FP&A and Reporting, and Technical Accounting & Clean-Up

Over 80% of the 300+ operating companies that we partner with are backed by leading private equity and venture capital investors.

Optimize costs, improve productivity, and increase your team’s focus on higher-value activities with Consero.

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

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

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

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

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

Russell Uyeda is a Managing Director, Private Equity on the Technology Transformation Team in Apollo Portfolio Performance Solutions (APPS) where he supports our deal teams and the management of its funds’ portfolio companies to drive more successful investment outcomes and build stronger companies.

Before joining Apollo in 2024, Mr. Uyeda was an Operating Partner at HGGC where he advised the firm and portfolio companies in a broad range of technology matters, including digital transformation, cloud computing, IT infrastructure, cybersecurity, and M&A integration. Russell has an extensive technology background in Fortune 500 and private equity portfolio companies across software businesses, consumer-packaged goods, media & entertainment, manufacturing and distribution, and health & wellness.

Prior to joining HGGC, Russell was a CIO & CTO several times in his career and held executive positions in technology, digital marketing, operations, and supply chain at NBCUniversal and Capital Brands.

Mr. Uyeda graduated with honors Magna Cum Laude from UC San Diego with a BS in Management Science and received his M.B.A. from the USC Marshall School of Business.

Amit Vij leads the Private Equity practice at Tech Mahindra. He has a robust track record built over 20 years working alongside PE and portfolio companies in creating value through M＆A, cost efficiencies, digital transformation, aligning outcomes and facilitating top line growth.

Amit began his career as a Fighter Pilot and had the unique distinction of being amongst the youngest fighter pilots to have flown Mig-21, 23, 27 ＆ 29, before hanging up his uniform as a Squadron Leader. Amit is an alumnus of INSEAD ＆ National Defence Academy.

Tech Mahindra is a part of the Mahindra Group, founded in 1945. It offers technology consulting and digital solutions to global enterprises across industries, enabling transformative scale at unparalleled speed.

With 145,000+ professionals across 90+ countries helping 1100+ clients, TechM provides a full spectrum of services including consulting ＆ information technology. We have a strong private equity presence, with over 50 portfolio companies’ engagements spanning the entire deal lifecycle. This support is in our core sectors of TMT, Manufacturing / Industrials, BFSI, Healthcare, CPG across area of technology (engineering, software development, ERP implementation, tech debt reduction, cloud, infra), BPO, Digital/AI solidifying our position as leaders in transformative technology solutions.

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

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

L Catterton

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

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

Ms. Wayne is a Managing Director and serves as Head of Procurement at Hunter Point Capital. Ms. Wayne has worked in procurement for over 18 years. Prior to joining HPC, Ms. Wayne was the Director of Portfolio Procurement at SK Capital Partners, a global private investment firm, where she built a leverage procurement program that drove significant savings for SK’s portfolio companies. Prior to that, Ms. Wayne was Vice President at Blackstone where she supported over 200+ portfolio companies in driving cost reduction through procurement optimization. Ms. Wayne has also held procurement leadership positions at J.Crew Group and Citibank and began her career at GEP, a leading procurement consulting firm. Ms. Wayne earned her B.A. in International Relations from the University of Pennsylvania where she graduated summa cum laude and received her M.B.A. from New York University.

Hunter Point Capital (“HPC”) is an independent investment firm who provides innovative capital solutions to alternative asset managers across the globe. We are dedicated to pursuing long-term strategic partnerships with proven GPs who are poised to build enduring franchises and define the next generation of leading investment firms across the globe. The firm was founded in 2020 by Bennett Goodman and Avi Kalichstein and has over $5bn of AUM.

Carsten is a Senior Technology Advisor at Ares Management, where he advises investment teams and portfolio companies on leveraging technology, product innovation, cybersecurity, and AI to drive value creation and business transformation.
With over 25 years of leadership experience across private equity, industry, and consulting, Carsten has led technology strategies from diligence through execution. His areas of expertise include data and analytics strategy, enterprise application transformation, cybersecurity programs, AI enablement, and M&A integration.
Carsten holds a B.S. in Electrical Engineering and an MBA in International Business. He brings a pragmatic, results-driven approach to technology strategy and has a passion for bridging innovation with investment outcomes.

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of March 31, 2025, Ares Management Corporation's global platform had approximately $546 billion of assets under management, with operations across North America, South America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.

Adam Wilson is an Operating Partner/Managing Director with the Software & Enterprise Technology team at TPG in San Francisco. In this role, he has responsibilities for TPG investments including Boomi, New Relic, Everfox, Nextech, SauceLabs among others. Over the past 28 years, Adam has developed a strong blend of enterprise software and entrepreneurial experience focused on using data integration, analytics and AI. Prior to TPG, Adam was at Alteryx where he served as SVP & General Manager responsible for launching the Alteryx Analytics Cloud. Adam came to Alteryx through the 2022 Trifacta acquisition where he served as CEO for 7+ years. Under his leadership, Trifacta launched The Data Engineering Cloud, providing the market leading self-service data wrangling platform to over ten thousand companies worldwide including JP Morgan, Google, and Pepsi.

Early in his career, Adam was co-founder and Chief Operating Officer at Zimba, a pioneer in mobile business intelligence. The company was sold to Informatica in August of 2000. Upon joining Informatica, Adam spearheaded the company's entrance into the broader business intelligence market. Later, as Senior Vice President of Product Management & Marketing for Informatica's market leading data integration products, he was instrumental in helping the company expand beyond data warehousing and increase revenues to >$1B. Adam began his career at Accenture.

Adam received his BS in Engineering from Northwestern University and his MBA from the Kellogg School of Management. He serves on the board of Farley Center for Entrepreneurship at Northwestern and is part of the Leadership Circle for Cycle for Survival, a non-profit that raises money for rare cancer research. Adam is also an active startup advisor and board member in addition to being an LP at Greylock and Ridge Ventures.
Adam lives in San Francisco with his wife (Quyen), three children (Jack, Hank, Olive) and their dog (Trixie).

TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with $251 billion of assets under management and investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities.

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

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

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

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

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

Eric has more than 20 years of industry and consulting experience across a range of industries including consumer products, energy, aerospace, industrial products, and his core focus of high-tech.

He co-leads our Software practice and helps clients deliver measurable profit-and-loss improvement through operational transformation such as cost-out and revenue growth. Eric has worked extensively with Private Equity and has deep experience across deal types including mergers and carveouts, and across the deal lifecycle from early-stage investment screening, diligence, close, and post close value creation.

He has lived and worked in both North America and Europe and led major engagements in Asia. Previously, he was a director at PwC in England in strategy and operations and held multiple engineering positions at Dell, where he was named inventor of year.

Private Equity M&A and Advisory Leader. Working with Private Equity firms to achieve results with speed and confidence.

Andrew Wright leads Deloitte's Private Equity M&A and Advisory practice, where he advises leading private equity firms in both transaction execution and optimizing investments across the hold period. His leadership spans from strategic planning and due diligence to supporting in value creation priorities. Andrew has also been pivotal in developing Deloitte's M&A Analytics offering, enhancing the firm's capabilities in supporting client’s data-driven decision-making.

A CPA by background, Andrew's career began in Deloitte’s Audit business prior to transitioning to M&A Advisory in 2010. Since then, he has forged and led some of Deloitte’s most significant Private Equity relationships. With deep technical specialization in deal execution, particularly carve-outs, Andrew expertly guides cross-functional teams through complex M&A transactions. His industry focus includes Technology, Media, and Telecommunications, where he leverages his extensive experience to optimize client outcomes and address sector-specific challenges.

Andrew is a member of the American Institute of Certified Public Accountants. He graduated from Linfield College in Oregon with a major in Accounting and a minor in Economics. He is a Certified Public Accountant licensed in both California and Oregon.

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.

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

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

About GI Partners

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

Ken Yagen is a Senior Advisor for the Digital Strategy ＆ Innovation Group at Warburg Pincus LLC. Mr. Yagen advises Warburg Pincus’s portfolio on AI, product strategy, monetization and product management best practices. Prior to joining Warburg Pincus, Mr. Yagen was Chief Product Officer and held executive roles at Symphony Communications, Box and MuleSoft. He has over 25 years of operating experience in Technology and Product Development and holds numerous patents in areas including Security, Content Collaboration, Identity Management and Distributed Architecture. He received a B.S. in Systems Engineering from University of Virginia, where he is currently on the Engineering School Board of Trustees and also sits on the non-profit board for the Military Aviation Museum.

Warburg Pincus is a private partnership focused solely on private equity. The firm has over 55 years of experience in growth investing, building world-class businesses around the globe. Warburg Pincus applies a thesis-driven approach to investing across a variety of sectors and geographies. The firm has developed domain expertise in Consumer, Energy Transition & Sustainability, Financial Services, Healthcare, Industrial & Business Services, Real Estate, and Technology.

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