Operating Partners Forum | New York

Marc Abousleiman

Vice President, Further Global Capital Management

Marc Abousleiman is a Vice President at Further Global, a private equity firm focused on financial services and related business services investing. Marc spends his time across a range of subsectors, including insurance services, professional services, and wealth management, and works closely with management teams to implement data and AI-driven transformation initiatives. Marc graduated with distinction from Harvard Business School and with honors from Harvard College, where he received his B.A. in Computer Science with a secondary field in Economics.

Tom Alexander

Partner and Head of AI Innovation and Transformation, CrossCountry Consulting

Tom Alexander is a Partner and Head of AI Innovation & Transformation at CrossCountry Consulting, where he specializes in driving enterprise transformation at the intersection of finance, technology, and strategy. With over 20 years of leadership experience, including roles serving as PwC’s U.S. Controller and Digital Transformation Leader, Tom has led large-scale initiatives to modernize finance, embed data-driven decision-making, and implement AI and emerging technologies.

Tom collaborates with CFOs to design integrated solutions that connect strategy, data, and operations to advance enterprise performance management and digital finance modernization. His expertise spans creating analytics solutions, strengthening internal controls, and shaping the future of finance through digitalization and employee engagement.

A recognized thought leader, Tom frequently speaks at industry forums like Gartner CFO and FEI conferences and has contributed to leading publications. He holds a degree in Accounting from Westminster College and serves on Synapse’s board.

Keith Angell

Chief Executive Advisor and Head of FTV Propel, FTV Capital

Keith partners with FTV Capital’s portfolio companies advise CEOs and executive teams on high-impact strategic decisions that drive growth and long-term success. Head of FTV Propel, he leads a team of operational experts focused on executing the firm’s value creation strategy, while also strengthening the platform through a broad network of senior advisors, board-level leaders, and specialized third-party partners.

Prior to FTV, Keith was CEO and Director of Pythian, a global data and analytics services company that helps organizations transform through data, AI, analytics, and cloud solutions. Throughout his career, he has served as a board member, CEO, or C-level executive at 15 private equity- and venture-backed high-growth technology companies. Earlier, he spent more than a decade at IBM, where he played a pivotal role in building the company’s global cloud, analytics, and technology services businesses. He began his career in Exxon’s management development program.

FTV Capital

FTV Capital is a growth equity investment firm with over $10.2 billion raised to back high-growth companies in financial technology and services, vertical and enterprise software, and healthcare technology. With deep sector expertise and a proven track record, FTV partners with management teams to accelerate growth and build enduring businesses.

Central to this effort is FTV Propel®, an in-house team of seasoned operational leaders who provide strategic counsel and hands-on support across key business functions, including executive leadership, sales and go-to-market, talent, business development, marketing, technology, and finance. FTV also extends access to its Global Partner Network®, a group of leading enterprises and executives that has supported portfolio companies for more than 27 years.

FTV operates from offices in New York, San Francisco, London, and Connecticut.
For more information, please visit www.ftvcapital.com and follow the firm on LinkedIn.

Gilad Amir

Digital Operating Partner, Pollen Street Capital

Gilad joined Pollen Street in May 2018 as an EIR, and came on board as Digital Operating Partner in September 2020 with a focus on supporting the digital transformation of the portfolio companies and supporting the Private Equity team with the pre/ post deal tech-related activities.

Prior to PSC, Gilad was the Head of Fintech at Lloyds Banking Group. Prior to joining Lloyds, Gilad worked in a variety of roles as a founder, CEO, CFO, Board member and advisory board member in multiple fintechs and cyber including EZBOB, Satago, Paze, Insightix and others.

Gilad is a Chartered Accountant and an E&Y alumni (hi-tech and M&A practice).

Pollen Street Capital

Pollen Street is a London-based alternative asset manager, established in 2013, dedicated to investing in the financial and business services sectors across the UK and Europe. As part of the FTSE-listed Pollen Street Group, it managed £6.1bn in assets as of H1 2025 through its dedicated Private Equity and Private Credit strategies. Pollen Street employs a conviction-led, thesis-driven approach, partnering with entrepreneurial management teams and leveraging deep sector experience to build stronger, more sustainable companies.

Neil Bansal

Managing Director & Operating Partner, OMERS Private Equity

Neil is a Managing Director & Operating Partner in the New York Office of OMERS Private Equity and works with portfolio companies to help them define and execute value-creation priorities especially around digital acceleration (data, technology, AI/analytics, operating models).

Neil has over 20 years of experience as an investment banker, management consultant and operator in customer & consumer businesses. Prior to joining OMERS, Neil was the first Chief Strategy & Transformation Officer for Foot Locker, Inc. He also served as SVP, Strategy, Insights & Analytics for Constellation Brands and Managing Director & Head of Transformation for BNP Paribas in the US. Prior to this Neil worked at JP Morgan and was a consultant with McKinsey & Company. He started his career in M&A at Bank of America and Citigroup.

Neil holds an MBA in Finance & Accounting from the University of Chicago Booth School of Business and a Bachelor of Arts in Economics from Brown University

Seavron Banus

Operating Director, Berkshire Partners

Seavron Banus is an Operating Director at Berkshire Partners. He Leads of Berkshire Partner’s value creation planning process with new investments and is responsible for executing commercial and operational improvement initiatives across the portfolio. He also oversees firms operational diligence & operational portfolio value creation capabilities.

Prior to joining the firm in 2019, Seavron was a leadership coach and scalability consultant. He was also previously the Director of Corporate and Operational Strategy at Unison, a real estate investment company.  Earlier in his career, he held leadership roles at Slalom Consulting and Kaiser Associates in the firms’ telecommunications, media, and technology practices.

Berkshire Partners is a 100% employee-owned, multi-sector specialist investor in private and public equity. The firm’s private equity team invests in well-positioned, growing companies across technology & communications, consumer, healthcare, and services & industrials. Since inception, Berkshire Partners has made more than 150 private equity investments and has a strong history of collaborating with management teams to grow the companies in which it invests. The firm’s public equity group, Stockbridge, founded in 2007, manages a concentrated portfolio, seeking attractive long-term investments. The firm’s Stockbridge and Private Equity teams frequently collaborate and leverage their collective industry expertise across sectors. For additional information, visit www.berkshirepartners.com

Richard Barltrop

Director, Digital Value Creation, CVC

Richard is a Director at CVC (Private Equity) leading on and delivering various digital value creation initiatives at CVC portfolio companies – cyber, tech and AI. Prior to joining CVC in 2022, he worked at Teneo and Deloitte.

In addition to working at CVC Richard is a Committee Member of the Out Investors London Chapter, and founded Out Mentors which is an LGBTQ+ mentorship programme.

Josh Bellamy

CEO, Health Strategy

In 2006, Josh founded Health Strategy and continues to develop and execute innovative pharmacy benefit supply chain strategies. Prior to this, Josh gained extensive experience and knowledge at Pfizer in Clinical, Managed Markets, and Training departments – honing his expertise in pharmacoeconomics, outcomes research, data analysis, and Big Pharma’s role in the pharmaceutical supply chain.

As CEO, Josh prioritizes helping patients, plan sponsors, and other stakeholders in the supply chain understand the financial and clinical impacts of their decisions within the complex pharmacy benefit ecosystem. Because of Josh’s leadership and passion to negotiate the best service and value, Health Strategy has become a trusted partner to large self-funded employers and national/regional health plans, delivering strategies that reduce costs while improving care quality.

Josh holds a Doctor of Pharmacy degree from St. Louis College of Pharmacy. When not working, Josh enjoys spending time with his family and is a licensed pilot.

Ori Ben-Moshe

Director, Portfolio Operations, Orix Capital Partners

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

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

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

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

Steven Berman

Operating Vice President, Accel-KKR

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.

Neel Bhatia

Executive Board Member – Talent, Aurora Capital Partners

Neel is currently an Executive Board Member, Talent at Aurora Capital Partners where he is focused on talent assessment and development across Aurora’s portfolio companies. In his prior role, Neel ran the talent function at Arcline Investment Management, where he helped to grow the firm from inception through $9B of AUM in 6 years. Previously, Neel was the Managing Partner of Green Peak, a private equity-focused talent advisory firm. Over his 9-year tenure at Green Peak, he served as a key advisor for over half of the top 25 private equity funds in the U.S. Neel also guest lectures at Wharton, Berkeley, and Stanford Business Schools on the topic of hiring top talent. Neel holds an MBA from the Wharton School and a B.S. in Electrical Engineering from the University of California, Los Angeles.

Aurora Capital Partners is a leading Los Angeles-based private equity firm with $6 billion in assets under management. Founded in 1991, the firm invests in middle-market companies with leading market positions, stable industry dynamics, attractive business model characteristics and actionable opportunities for growth in partnership with management.

Ted Bililies

Partner and Managing Director, AlixPartners

Ted is an internationally-recognized expert on leadership and organization development. He advises investors, CEOs, and boards globally to help them position the right leaders for key roles and to support those leaders and teams for maximal value creation. Ted assists top performing organizations to anticipate and plan for future core business competencies and to install them in dynamic governance processes such as executive succession.

An organizational psychologist, human resources executive, management consultant and master coach for more than 30 years, Ted authors a bi-monthly leadership column in Chief Executive magazine and is also on the executive education faculty of the Harvard Business School. Ted has helped leaders around the world achieve enduring change in their organizations, their teams, and themselves by expanding their psychological, behavioral, and organizational insights into leadership.

Career Highlights: Ted Bililies, PhD:
• Internationally recognized expert on leadership and organization development
• Founded AlixPartners’ transformative leadership practice in 2014, advising global CEOs, their boards, and private equity investors
• Serving nearly three decades as an organizational psychologist, human resources executive, management consultant and master coach
• Executive Education faculty of the Harvard Business School and has held teaching appointments at Harvard University in four of Harvard’s graduate schools: Medical, Business, Arts & Sciences, and Extension
• Frequent speaker at leadership and investment conferences
• Featured in Fortune, The Wall Street Journal, Bloomberg, and CNBC’s Power and Money
• Author of bi-monthly leadership column in Chief Executive magazine
• Serves as exclusive advisor to the CEO of the Year Award committee
• Board Member, Perkins School for the Blind
• Board Member, Boston Graduate School of Psychoanalysis
• John Harvard Scholar, graduated magna cum laude from Harvard University

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.

Bharani Bobba

SVP and Head of Private Equity Practice, Genpact

Bharani Bobba is Senior Partner and Head of the U.S. Private Equity Practice at Genpact, where he leads relationships with many of the world’s largest private equity firms and their portfolio companies. With over 25 years of experience across operations, finance, and digital transformation, Bharani has helped portfolio company management teams unlock value through large-scale transformations in finance, technology, and data. Bharani has also worked in portfolio operations at a leading investment firm and family office, where he partnered with management teams to drive EBITDA growth, carve-outs, and operational efficiency. Earlier in his career, he worked in investment banking. He holds an MBA from Duke University’s Fuqua School of Business and a BA in Economics from Georgetown University.

Andy Brown

CEO, Sand Hill East and Zscaler Board Member

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.

Fabian Bodoky

Vice President, Efficio

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

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

Efficio Bio

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

Reece Breault

Head of Portfolio Talent, Brighton Park Capital

Reece Breault is the head of Portfolio Talent at Brighton Park Capital where he is responsible for leading talent initiatives across the firm's portfolio. In this role, he partners closely with founders, CEOs and boards to build high performing leadership teams, advise on organizational design, and drive best in class leadership practices.

Prior to BPC, Reece spent over a decade at one of the premier global executive search firms where he conducted hundreds of C-suite and board level searches for PE ＆VC backed startups. During that time, he specialized in building out leadership teams in the SaaS and broader technology ecosystem, giving him deep insight into the intersection of talent and growth in high performing businesses.

Brighton Park Capital

Founded in 2019, Brighton Park Capital (“BPC”) is an investment firm focused on entrepreneur-led, growth-stage software, healthcare, and tech-enabled services companies. The firm invests in companies that provide highly innovative solutions in partnership with great management teams. BPC brings purpose-built, value-add capabilities that match the unique requirements of each of its companies to build market leading products and to execute the needed strategies to create important global companies. The firm’s operating centric approach supports these fast growth companies in organizational development, product, go-to-market, business development, and corporate development. The firm manages nearly $4B and closed its second fund in 2022.

Seth Brody

Partner, Global Head of Operational Excellence, Apax Partners

Seth is a Partner and Global Head of the Operational Excellence Practice. He joined the Firm in 2008 and is based in New York.

Prior to joining Apax, he held several executive operating positions in digitally focused enterprises including roles as Executive Vice President and General Manager at Razorgator Interactive Group, Group Vice President and General Manager at Orbitz Worldwide, Director of Marketing at priceline.com, and Product Manager at Netmarket Group, Inc. During his time at Apax, Seth has served in multiple interim management positions across the Apax portfolio, driving operational best practices and digital transformation throughout those enterprises.

Seth holds a B.A. in American Studies from Yale University and an M.B.A. from Harvard Business School.

Apax Partners LLP

Apax Partners LLP is a leading global private equity advisory firm. For over 50 years, Apax has worked to inspire growth and transform businesses. The firm has raised and advised funds with aggregate commitments of c.$80 billion. Apax Funds invest in companies across three global sectors: Tech, Services, and Internet/Consumer. These funds provide long-term equity financing to build and strengthen world-class companies. For further information, visit www.apax.com. Apax is authorised and regulated by the Financial Conduct Authority in the UK.

Erin Brodie

Vice President, Strategic Partnerships, NetSuite

Erin Brodie is a dynamic leader with over 25 years of experience driving success for global SaaS technology companies. She specializes in partnerships, marketing, sales, solution marketing and customer success, leveraging her expertise to accelerate revenue growth and business impact.

She is currently Vice President of NetSuite’s strategic partnership teams including Alliance, Private Equity, and Franchises, Buying Groups and Associations while driving global best practices for ecosystem programs that drive ARR.

Beyond the corporate world, Erin brings a unique presence as a former national television host, blending her business acumen with strong communication skills to engage audiences on a broad scale.

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

Kristin joined New State Capital Partners six years ago as Senior Operating Partner, Human Capital with more than 20 years of hands-on growth strategy, talent acquisition & development experience. New State takes a hands-on role in value creation and Operating Partners are a full time, integral part of the firm's team, bringing functional expertise and seniority to the growth process.

The bulk of Kristin’s career has been focused on strategic talent acquisition for a wide range of industries including industrials and manufacturing across a broad spectrum of company sizes from startups to F100s. Kristin specializes in helping companies grow quickly and build value. She has worked across a range of companies in roles including advisor, mentor and coach.

Prior to New State, Kristin spent six years at Business Talent Group (now part of Heidrick & Struggles) and also ran a boutique executive search firm, focused on venture capital and their portfolio companies.

Kristin received her M.B.A. from NYU's Stern School of Business and her B.A. from the University of Pennsylvania.

New State Capital invests in founder-led companies in B-to-B services and Industrials ($8-$40 Million EBITDA) with a focus on value creation and growth. The firm strives to be nimble, decisive and cooperative, approaching each potential investment as an opportunity to create a long lasting and valuable relationship.

New State has made a deliberate choice to employ an experienced team, deploying a fully-dedicated Operations team for every investment.

Steven Browning

Managing Director, Private Equity, Accenture

Steven is a Managing Director in Accenture’s Global Private Equity practice, specializing in value creation related to procurement, supply chain, AI, and operations across the investment lifecycle. Steven works closely with dozens of Private Equity operating partners and investment teams across the US, UK, and Europe.

Accenture

Accenture Private Equity partners globally with PE clients across their investment life cycle. We provide end-to-end services that span due diligence and deal support, transition and transformation planning, as well as portfolio company value creation, using proven solutions underpinned by digital and technology.

Jeremy Bruck

Partner, Private Equity | Analytics, West Monroe

Jeremy partners with financial sponsors and PE-backed companies to turn data into measurable value. He is responsible for West Monroe’s data and AI solutions for Private Equity, which include AI strategy and solution implementation for GPs. Jeremy’s work spans the deal lifecycle and includes buy side diligence, value creation planning and execution, and exit preparation.

William Bundy

Partner, McKinsey ＆ Co

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.

Matt Busch

Senior Vice President, Private Equity, INSIGHT2PROFIT

Matt is the Senior Vice President of Private Equity at INSIGHT2PROFIT. With over 25 years of diverse experience in commercial, private equity, and management consulting industries, Matt enhances the Commercial Leadership Team’s knowledge of private equity clients’ challenges and identifying opportunities to deliver capabilities and unmatched value across all stages of the deal lifecycle.

Matt’s expertise spans the commercial landscape, encompassing pricing, revenue management, marketing, loyalty programs, sales, distribution, demand planning, inventory, and channel and merchandizing strategies across various industries. He collaborates with private equity firms and C-suite executives, including CEOs, Chief Commercial Officers, Chief Marketing Officers, Chief Data & Analytics Officers, Chief Revenue Officers, Chief Risk Officers, Chief Digital Officers, and other leaders to develop targeted strategies aimed at maximizing enterprise value and minimizing risk.

Before joining INSIGHT, Matt led strategy and oversaw the delivery of large-scale value creation projects in diverse industries. He built and managed high-performing client relationship organizations and played a key role in transformative turnarounds and growth initiatives at companies such as Equifax and Revenue Analytics.
Matt earned his B.S. in Management from Southern Cross University.

Caroline Cry

Operating Partner, Diversis Capital

Caroline has over 20 years of experience as an HR executive in the professional services and high-tech sectors and holds a degree in Industrial / Organizational Psychology. She is currently the Chief People & Information Officer at Tempo Software Inc. She was previously CEO & Founder of the CCube Consulting Group, which provided organizations with in-depth guidance and support in the context of major organizational transformation initiatives (reorg, structure, talent, process workflow, etc.). She also dedicated her professional attention to supplying strong HR partnerships to AI/high-tech startups and scaleups by designing customized solutions to attract/retain top tech talent within a talent shortage context. Throughout her career, she provided executive coaching services to Directors, VPs and CXs who wished to evolve their leadership style from a traditional “top-down” approach to an inclusive, engaging and highly productive one. Caroline is known to be an “out-of-the-box” creative builder, a collaborative business partner that consistently delivers on targeted objectives and obsessed with creating the ultimate employee experience. She is considered a visionary on how the People Aspects of a business should be treated, designed and deployed to unleash the untapped employee potential that will ultimately drive revenue generation.

Erin Caimano

Head of Infrastructure US Portfolio Operations, EQT

Ms. Caimano is the Head of Infrastructure US Portfolio Operations for EQT, focusing on the North America portfolio companies as well as targeted global operations initiatives. Prior to joining EQT, she was a Chief Transformation Officer for Atlas Holdings, based in Greenwich, CT. For almost two decades, Ms. Caimano held executive leadership roles in operations for General Electric’s Energy, Chemicals, Power and Industrial sectors in North America and Europe. She managed the diligence, integration, and business operations for the sale of GE Industrial Services to ABB Electrification before moving to private equity. Ms. Caimano is a certified Six Sigma Master Black Belt and Lean Leader and is a licensed Professional Engineer. She serves as mentor for the Society of Women Engineers and holds a leadership position in Simple Needs Georgia, assisting those transitioning from domestic violence and homelessness. Ms. Caimano graduated with honors from Cornell University’s College of Engineering.

Greg Caltabiano

Head - Value Enhancement Team, HGGC

Greg leads HGGC’s Value Enhancement Team (VET), advising the firm and its portfolio companies on operational and strategic initiatives. From 2019, he has supported various HGGC investments in due diligence, as a board advisor, CEO coach, and Interim COO. Greg brings deep expertise in executive leadership, organizational design, sales effectiveness, and product management.

Before joining HGGC, he was a founder, CEO, and operator in the mobile, wireless, and software industries, and now advises high-technology companies in AI, IoT, data center, and networking sectors. With over 30 years of global experience across Japan, Greater China, France, Israel, and Silicon Valley, Greg has led diverse teams in development and customer engagement.

He earned an M.B.A. in Marketing and Management of Technology from the Stanford GSB and a B.S. in Electrical Engineering and Computer Science, summa cum laude and Phi Beta Kappa, from Princeton University.

HGGC:

HGGC is a values-driven, partnership-focused private investment firm. The firm’s ecosystem of investors, operators, and professionals is united by a shared mission to build leading enterprises and create long-term value together. HGGC invests in technology, business services, financial services, and consumer enterprises generally valued between $200 million and $1.5 billion+. Its success is founded on close collaboration with investors, employees, and management teams, combining deep investment expertise with hands-on business building. Based in Palo Alto, California, HGGC manages over $10 billion in capital commitments as of September 30, 2025.

Daniel Campbell

Managing Partner, JM Search

Dan Campbell is a Managing Partner at JM Search who specializes in working with private equity firms and their portfolio companies. His background, which combines experience in recruiting, investing, and operational leadership, provides him with a sophisticated understanding of the challenges, opportunities, and mindsets of private equity investors and their portfolio company leaders.

Prior to joining JM Search, Dan served as a buy-side private equity professional, a management team member, and a director of multiple private equity sponsored companies. His roles included CEO of a licensed consumer products manufacturer and distributor, post-merger integration manager of a marketing services consolidation backed by GTCR, and private equity associate with Citicorp Venture Capital (CVC) – Latin America.

Dan graduated Magna Cum Laude from Northwestern University’s Kellogg School of Business. He also earned an Honors Business Administration degree from the Richard Ivey School of Business, graduating on the Dean’s List.

Sean Carson

Executive Vice President, Sales Empowerment Group

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.

Stephanie Caspar

Partner and Head of Portfolio & Via Summa, Summa Equity

Stephanie Caspar is a Partner and Head of Portfolio ＆ Via Summa in Summa Equity, a Nordic private equity fund that has raised c. EUR 4bn.

Summa is an impact investor focusing on the thematic areas of Circularity, Sustainable Food, Energy Transition and Tech-Enabled Resilience. The purpose of Summa is to invest in solving our global challenges. Summa has made over 30 platform investments across the three funds raised to date. The investments have the potential for long-term sustainable outperformance because they address some of the social, environmental, and governmental challenges we need to solve as a society.

In Summa, Caspar supports its portfolio companies with strategic planning, M＆A, and operations, as well as leading Via Summa, which gives portfolio companies access to highly qualified board members and expert advisors in everything from data analytics to branding and sales. Previously, Stephanie was a divisional president and executive board member at Axel Springer SE. Prior to that, she was the founding CEO of German retail company mirapodo, director of consumer experience at eBay, and engagement manager at McKinsey ＆ Company.

Founded in 2016, Summa Equity is an investment firm focusing on the thematic areas of Circularity, Energy Transition, Sustainable Food, and Tech-Enabled Resilience. The mission of Summa is to invest in solving global challenges.

Summa has raised c. EUR 4 billion and made over 30 platform investments across the three funds raised to date. The investments address the challenges we need to solve as a society, enabling the potential for long-term sustainable outperformance.

The team is located globally, with offices in Stockholm, Oslo, Munich, and the U.S. Partnerships are part of Summa’s DNA, exemplified by being a certified B Corporation and collaborating with Harvard Business School and the International Foundation for Valuing Impacts (IFVI).

Anthony C. Cassano

Head of Portfolio Operations, Lateral Investment Management

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.

Rodney Cox

President and CTO, Beyond Menu

Rodney Cox is President and Chief Technology Officer at Beyond Menu, a restaurant technology platform serving over 10,000 independent restaurants nationwide. He leads product, engineering, marketing, partnerships, and data & analytics, driving growth through Agentic AI systems and workflow automation. Rodney is deeply hands-on with emerging AI tools such as Agent Bricks and LangChain to unlock efficiency and scale across the organization.

He also serves as Technology Lead at Growth Factors within Bregal Investments, a ~$20B private equity firm, advising portfolio companies on AI adoption, digital transformation, and organizational alignment. Known for building high-performing overseas engineering teams that have created hundreds of millions in enterprise value, Rodney bridges private equity value creation with practical execution. He helps executives modernize legacy operations into agile, data-driven growth engines—faster and at lower cost.

Beyond Menu:

Beyond Menu is a leading restaurant technology platform helping over 10,000 independent restaurants grow and operate more efficiently. Its integrated suite of digital tools—including online ordering, AI-enhanced marketing, and data-driven business insights—empowers local restaurants to compete with national chains. Beyond Menu partners with restaurants to improve visibility across Google and delivery marketplaces, streamline operations, and increase repeat diners.

Through continuous innovation in AI, automation, and customer experience, the company delivers measurable revenue growth and margin expansion for its restaurant partners. Beyond Menu is building a scalable, data-centric platform aligned with private equity value creation principles and designed to drive long-term success in an increasingly digital restaurant industry.

Phil Comerford

CFO, PKF O’Connor Davies

Phil is Chief Financial Officer at PKF O’Connor Davies LLP, an accounting, tax and advisory business backed by Investcorp and PSP Investments. Phil joined PKF in Jan 2025 after spending the last decade in private equity focused on business services investments at OMERs Private Equity, Investcorp and Warburg Pincus.

Emily Chien

Executive Fellow, AI, Harvard University

Emily Chien is a technologist, senior advisor, and strategic leader with deep strategic and operating experience spanning AI ventures, Fortune 500 companies, and private equity partnerships. She bridges technology, business, and innovation to accelerate value creation at scale. Currently, she serves as an Executive Fellow at Harvard Business School, specializing in the transformative impact of Generative and Agentic AI—driving innovation, corporate governance, and enterprise adoption.

A longtime AI champion, Emily was named a 2021 AI Fellow at the World Economic Forum in the Responsible Use of Technology/AI. Previously, she was a leader and practitioner in the IBM global AI financial services and sustainability practices, forging AI strategies and solutions serving investment, insurance, asset management, banking and climate risk management clients.

Earlier in her career, Emily held senior operating roles with JPMorgan, Fidelity Investments, Prudential Financial, and American Express. She has been a guest speaker at Harvard Law School, Princeton, UNGA, and IFRS, and serves on the IFRS Advisory Council and advises its AI Center of Excellence. She is also a member of the Economic Club of New York, Harvard Engineering School Dean's Advisory Council on CleanTech and senior editor of the Harvard ALI Social Impact Review. Emily holds a U.S. patent for digital technologies now widely used by Amazon.com and other global platforms.

She earned both her B.S. and M.S. degrees in Accountancy, MIS, and AI from the University of Illinois Urbana-Champaign.

Donna Cooper

Operating Partner, Varsity Healthcare Partners

Donna Cooper is an Operating Partner at Varsity Healthcare Partners, bringing over 20 years of executive leadership experience in healthcare operations and finance. She most recently served as Chief Operating Officer at Duly Health and Care, the nation’s largest independent, private equity-owned medical group with over 1,000 physicians and $2 billion in revenue. Previously, she was Chief Operating Officer at Advocate Medical Group and President of Advocate Dreyer Medical Clinic, overseeing more than 1,200 healthcare providers, 5,000 associates, 350 locations, and $1 billion in revenue. Earlier in her career, she was CEO and CFO of Physicians’ Clinic of Iowa, a privately owned medical group with $50 million in revenue, 50 surgical specialists, and 250 associates. Donna began her career as a Certified Public Accountant at Arthur Andersen, focusing on nonprofit healthcare auditing and tax advising. She holds a BBA in Accounting and a Master of Health Administration from the University of Iowa.

Varsity Healthcare Partners (VHP)

Varsity Healthcare Partners (VHP) is a leading lower middle-market healthcare private equity investment firm, targeting exclusively multi-site healthcare provider platforms or businesses providing outsourced services, technology, or tools to healthcare providers and/or payers. VHP’s tactical investment strategy emphasizes identifying and transacting with growth-seeking, provider-owned or founder-owned companies, leveraging VHP’s developed “buy and build” playbook to drive significant operational, managerial enhancement early in the life of each platform investment, followed by a well-resourced aggressive and multidimensional growth plan. VHP’s unique tactical investment playbook and strong track record is complemented by VHP’s distinct organizational culture, emphasizing highly collaborative engagement, strong professional accountability, and a commitment to excellence in work product and team performance.

Meg Cooper

Head of HR, B Capital

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

B Capital invests globally in extraordinary founders and businesses shaping the future through technology. With more than $9 billion in assets under management and dedicated stage-based funds, the firm focuses on seed to early- and late-stage venture growth investments, primarily in the technology, healthcare and resilience tech sectors. Founded in 2015, B Capital has an integrated, global team across nine locations in the U.S. and Asia. 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. For more information, click here.

Helen Crossen

Senior Human Capital Advisor, Mann Partners

Helen Crossen is a seasoned human capital and organizational effectiveness leader with 25 years of experience in shaping talent and performance strategies that enable organizations and individuals to achieve their performance goals and potential.

While at Onex, Helen provided Human Capital advisory services to PE deal teams and portfolio companies. Projects included C-Suite recruitment, executive compensation, restructuring, board governance, change management, management and organizational assessment for value creation, liaising with 30+ CHROs.

Helen was the CAO of Annaly Capital where she established the HR function and worked closely with the CEO, Management and Board of Directors on several strategic initiatives. Helen has deep experience as a seasoned public company CHRO.

Helen has also held HR leadership roles at NBC Universal, General Electric, and IBM.

Jim Corey

Co-Founder and Managing Partner, Blue Ridge Partners

Jim is a co-founder of Blue Ridge Partners and serves as the firm’s Managing Partner. For 35 years he has assisted companies in North America, Europe and Asia accelerate profitable revenue growth. Jim has advised over 300 companies on revenue-related issues including growth strategy, pricing, sales and marketing management and effectiveness, customer segmentation and messaging. Prior to founding Blue Ridge Partners, Jim was a Partner at both McKinsey ＆ Company and Accenture. He was also the President of the worldwide professional services group at Unisys and the Managing Partner of AT＆T Solutions, the professional services arm of AT＆T. Jim previously served as Managing Partner of Potomac Partners and CEO of Luminant.

Blue Ridge Partners

At Blue Ridge Partners, we focus exclusively on helping companies accelerate profitable revenue growth - the #1 driver of value creation. We’ve earned high marks from private equity firms by delivering material, rapid, and cost-effective results for their portfolio companies.

Our work spans value creation planning, commercial model transitions, strategic pricing, sales effectiveness, and commercial due diligence. Our Managing Directors combine top-tier strategy consulting and operating experience, and we’re known for rolling up our sleeves, taking a pragmatic, hands-on approach, and focusing on the “how” of execution to drive measurable P＆L impact. Increasingly, we help clients leverage Commercial AI to accelerate growth. Through our Commercial AI Center of Excellence (CoE), we guide AI investments toward real business problems and commercial metrics - not just tools - to ensure tangible results.

Since 2002, we’ve partnered with over 130 top tier PE firms and 1,300 companies worldwide to create lasting value across the investment lifecycle.

Olli Coupe

Managing Director, Adobe Private Capital

As Managing Director of Adobe Private Capital, Olli leads Adobe’s value creation strategy for portfolio companies, collaborating with Private Equity, Venture Capital, and Sovereign Wealth partners to drive sustainable growth.

Olli began his career in management consulting, gaining the expertise to lead the carve-out and transformation of Pizza Hut Australia for a Private Equity firm, his first role in the sector. This experience paved the way for a portfolio of Board and Advisory positions, several of which he continues to hold.

It is with this experience that Olli defined the mandate for Adobe Private Capital to focus on value creation through strategic initiatives across the entire investment lifecycle.

Adobe

Adobe gives everyone—from emerging artists to global brands—everything they need to design and deliver exceptional digital experiences. We empower people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen.

Adobe Creative Cloud, Document Cloud, and Experience Cloud bring together our design expertise with customer intelligence to deliver experiences that get results. With a robust platform that’s powered by advanced science, a thriving community of partners and developers, and a culture that’s passionate about pushing the boundaries of what’s possible with our products, Adobe is changing the world through digital experiences.

Lynn Danko

Senior Advisor, TPG

Lynn Danko is a seasoned finance executive with extensive experience advising global enterprise software technology companies. Currently, she serves as Board Member for TPG for both Elite and Everfox and serves as Operating Partner/Board Member for a few other software tech companies outside TPG. Prior to her board advisory roles, Lynn held CFO and financial leadership positions for 20+ years in public and private equity-owned software technology businesses ranging in revenue from $100M to $1B. In these roles, Lynn worked closely with company executives to drive financial and business strategies enhancing top-line growth and profitability both organically and through acquisitions, while also successfully leading exits valued at close to $9B.

Gaurav Dhume

Co-Founder & President, Elliot Systems

Gaurav Dhume is the Co-Founder & President of Elliot Systems, a global technology company with operations in the United States, South America, and India. He leads Elliot’s product engineering services business, supporting growth equity–backed portfolio companies and large public organizations in accelerating their product roadmaps with nearshore and offshore delivery teams. He also directs strategy for Elliot’s Innovation Labs, which focuses on applying IoT technologies to reduce inefficiencies in the industrial and manufacturing sectors.

Prior to Elliot, Gaurav was Head of Finance at Darwin Homes, a real estate technology company backed by leading venture capitalists (Khosla Ventures, Fifth Wall, etc.), where he served from the pre-seed stage through its acquisition by Pagaya Technologies (NASDAQ: PGY). Earlier in his career, he held roles at Goldman Sachs and Citigroup, advising major energy companies on multi-billion-dollar capital raises.

Born in the United States and raised between the U.S. and India, Gaurav developed an appreciation for global cultures at an early age. His early experiences shaped his passion for creating cross-border opportunities and providing access to both basic necessities and professional growth for underserved communities around the world.

In his free time, Gaurav enjoys reading, investing, playing golf, and spending quality time with his family and friends.

Elliot Systems:

Elliot Systems helps private equity-backed companies accelerate their product roadmaps. We partner with our clients to build products with high-quality, dedicated nearshore teams in Latin America and offshore teams through our global capability center in India. Guided by a leadership team that has built and managed large-scale global operations - including establishing BMC Software India’s 2,500+ member organization and Wipro’s nearshore centers in Mexico and Brazil from the ground up - we bring unmatched expertise in identifying, retaining, and maximizing the performance of exceptional talent worldwide.

Our solutions empower companies to achieve more while improving profitability. We take pride in our culture-driven approach, which has delivered measurable business impact for our clients and maintained a record of zero voluntary customer or employee attrition to date.

Today, we work with Accel-KKR, LLR Partners, Serent Capital, Prysm Capital, and their portfolio companies, and we are actively exploring additional partnerships.

Lee Dranikoff

Former Operating Partner, Founder and CEO, The Op Academy

Lee Dranikoff joined American Securities in 2003. He is currently a Director of FullBloom.

Prior to joining American Securities, Lee spent seven years as a management consultant at McKinsey & Company. Prior to McKinsey, Lee worked as an attorney at Weil, Gotshal & Manges.

Lee received a BA and an MA in Economics from Johns Hopkins University and a JD from Harvard Law School. He serves as a Member of the Board for the Colorectal Cancer Alliance and Hillel International, as well as a Founding Member of March Forth for Colon Cancer Prevention.

Cory Eaves

Partner and Head of Portfolio Operations, BayPine

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

BayPine:

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

Adam Echter

Partner, Simon-Kucher

Adam Echter is a Partner at Simon-Kucher in San Francisco, where he leads the Global Industrials Sector and specializes in sales excellence, value definition, business model transformation, and pricing. With over two decades of experience in value-based sales, he has worked with over 50+ private equity firms, helping hundreds of companies drive organic growth.

Adam recently co-authored the book “Beating Inflation” with Dr. Hermann Simon, addressing pricing strategies in volatile economic times. A regular speaker at various industry forums, he provides valuable insights on pricing and sales strategies.

Ask Adam about any pricing-related questions.

Simon-Kucher is a global management consulting firm founded in 1985 in Germany with expertise in strategy, marketing, pricing, and sales optimization. Operating in over 30 countries, they provide data-driven, customized solutions to clients across various industries, focusing on maximizing profitability and market share. Known for their thought leadership in pricing strategy, Simon-Kucher emphasizes innovation and client-focused collaboration to help companies grow profitably.

Anthony Ecock

Independent Operating Partner and Board Member

Tony Ecock is a long-time advocate for the private equity operating partner community. In 2008, he founded PEOPEN which organized the first in-person gatherings exclusively for operating partners and grew to over 600 members worldwide. He also edited The Operating Partner in Private Equity, Volumes I & II, published by PEI.

Tony currently serves as a Chairman, Board member, and part-time operating partner, helping PE firms drive superior returns through diligence, portfolio value creation, and growth strategy. His full-time PE experience includes serving as an MD at Carlyle, where he and his teammates pursued middle-market healthcare deals achieving three highly successful exits. Before Carlyle, he was a GP at WCAS, where he founded and led the firm’s operating partner group. Earlier in his career, Tony held senior roles at GE, Hewlett Packard, and Bain & Company. He now co-owns Boston Yacht Sales, the Sabre and Back Cove dealer for MA and RI.

Kevin Ellis

EVP, Private Equity and Financial Services, Thrive

Kevin Ellis | Executive Vice President, Private Equity

Kevin serves as Executive Vice President of the Private Equity Practice at Thrive, a leading provider of managed cybersecurity, cloud, and digital transformation services. In this role, he leads Thrive’s dedicated Private Equity practice, partnering with operating partners and portfolio executives to leverage technology as a driver of value creation, operational efficiency, and risk mitigation across investment lifecycles.

With more than two decades of experience in Managed IT and Cybersecurity, Kevin has extensive expertise supporting complex carve-outs, integrations, and modernization initiatives within private equity portfolios. His work focuses on aligning technology strategies with investment theses to accelerate growth, strengthen cyber resilience, and enhance EBITDA performance.

Under Kevin’s leadership, Thrive has become a trusted partner to middle-market and large-cap private equity firms, providing scalable solutions that enable standardization, security, and agility across diverse portfolio environments.

Thrive :

Thrive is a leading provider of NextGen Managed Services and Cybersecurity Solutions, helping Private Equity firms and their Portfolio Companies maximize value creation, minimize risk, and accelerate digital transformation.
With deep expertise in cloud infrastructure, cybersecurity, networking, collaboration, AI and regulatory compliance, Thrive delivers fully managed IT environments that enable operational efficiency, scalability, and resilience. Our NextGen platform provides proactive monitoring, automation, and analytics through a unified management and security experience.

Trusted by hundreds of Private Equity sponsors and their portfolio companies, Thrive’s PE Practice aligns technology to the investment thesis — ensuring rapid integration during M&A, disciplined governance through standardized platforms, and measurable ROI through automation and efficiency gains.

Tim Eng

Field Operations Advisor Capital, TPG Global

Tim Eng is a Vice President in Field Operations Finance for TPG. He works across different portfolio companies in the Capital Fund and Rise Fund as an operating partner in finance concentrating on value creation for those companies.

As such, he has served as CFO, Chief of Staff, Global Controller and CAO in portfolio companies across different sectors including healthcare, software and consumer goods.

His efforts have not only helped promote efficiencies within the financial processes of those companies, but more importantly created value through bottom line costs outs and top line strategic realignment in order to promote revenue growth.

TPG:

TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with $261 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.

Carl Evander

Partner and Global Head of Private Equity, OC＆C Strategy Consultants

Carl is the Global Head of Private Equity at OC＆C Strategy Consultants and a Partner in the New York office. He advises private equity clients and their portfolio companies across a wide range of B2B sectors, guiding them through complex strategic challenges across the full investment cycle. As head of OC＆C’s global PE practice, Carl helps to coordinate OC＆C’s work globally within the PE community, leading efforts to bring sector depth and innovative solutions to investors worldwide, both in diligence but also in driving value creation agendas.
With more than 20 years of experience in consulting and as a private equity Operating Partner, Carl has worked globally across Europe, North America, Africa, and Asia. He has deep expertise in industries facing disruption from technological change, sustainability demands, evolving supply chains, and consolidating competitive landscapes. His work spans infrastructure and construction, business and industrial services, food manufacturing, and facilities management.
In addition to his client work, he oversees the firm’s pro bono initiatives in North America and serves on the board of EL Education, a national education nonprofit.

Carl studied Economics at Cambridge University and previously held roles at Renovo Capital and Bain ＆ Company.

Jay Epstein

Managing Director, Value Creation, Warburg Pincus

Jay Epstein is based in New York, joined Warburg Pincus in 2022, and is a CFO Advisor on the Value Creation team. Prior to joining Warburg Pincus, he was Chief Financial Officer and President of International Operations for CSC ServiceWorks, a business services company. Jay has a long track record in financial operations, previously serving as Chief Financial Officer and Treasurer for other private equity and privately owned industrial companies. He started his career as a Chemical Engineer before moving into finance. Jay received a BS in Chemical Engineering from The University of Texas at Austin and an MBA from The University of Chicago.

Ed Felenbok

Senior Director, Client Advisory Services, Ownership Works

Ed Felenbok joined Ownership Works in November 2024 as a Senior Director on the Client Advisory Services team. He is responsible for leading the team that provides hands-on guidance, providing both investors and companies with the practical models, tools, and resources to implement shared ownership programs.

Ed spent his previous 12-year professional career in management consulting with Bain & Company. He was a Partner in Bain’s Consumer Products and Customer Practices. His client work focused on corporate and M&A strategy, end-to-end brand growth strategy, value creation transformation, operating model reimagination, and customer experience transformation. Born and raised in France, Ed worked in Brussels, San Francisco, New York, South Africa, and Nigeria.

Ed holds an Executive Certification from the MIT Sustainability in Action Program, a MSc in Economics from the London School of Economics and Political Science, and a MsC degree in Mathematics, Physics and Economics from École Polytechnique (Paris).

Ownership Works:

Ownership Works is on a mission to foster economic wellbeing for workers and create thriving workplaces through the power of shared ownership.

The organization partners with companies and investors to implement shared ownership programs, helping all workers share in the value they help create. Broad-based employee ownership programs strengthen corporate cultures, improve business performance, and help all employees build wealth at work. Shared ownership isn’t just better business and smarter investing; it’s also the right thing to do.

Ownership Works aims to generate at least $20 billion in wealth for workers by 2030 and to help make broad-based employee ownership the new norm at work by 2040.

To date, 147 companies have launched shared ownership programs, resulting in $1.2 billion in payouts to approximately 40,000 workers outside the C-suite. An additional $8 billion of projected future payouts will reach approximately 223,000 workers through shared ownership programs still underway.

To learn more about Ownership Works, visit: https://ownershipworks.org/

Dan Frankfort

Field Operations Advisor, TPG

Dan Frankfort joined TPG Capital in 2021 as a Field Operations Advisor within the Operations Group. Prior to joining the firm, Dan spent his 20+ year career within technology and in a variety of leadership roles within software product companies, where he drove technology transformations both in private equity and fortune 100 public companies. Dan has served in interim CIO & CTO roles across the TPG portfolio during his time at TPG as well supporting leaders in those roles driving transformational change.

Dan’s experience at major fortune 100 companies, PE backed businesses, as well as an operator within a leading global software provider stretches both transformational IT program delivery, product innovation, & engineering. Expertise in business-technology strategy and hands on execution drives his ability to lead complex projects and products that develop and implement leading-edge technology. Dan is a previous recipient of Accenture’s Inventor Award for his work at Accenture Software where he developed a patent for the travel industry’s first cloud based polymorphic Property Management solution. Dan also is the Co-leader of the TPG CIO/CTO and leads the TPG Chief Product Council. Dan holds an MBA from Northwestern’s Kellogg School of Management.

Cathy Francis

Chief Revenue Officer, Operating Executive Group, Capstreet

Cathy is the chief revenue officer within Capstreet’s Operating Executive Group. She works with the investment team and portfolio companies on sales strategy and revenue optimization. With over 20 years of consulting and executive-level sales and marketing experience, she was previously with Pivot3, a privately held company, as vice president of sales and global sales operations. Her prior tenures include executive-level positions at Cisco, Polycom, Epicor, and multiple start-ups. Cathy’s areas of focus include sales and go-to-market planning, operational excellence, pipeline development, pricing and packaging, sales incentive design, forecast methodology, CRM optimization, systems integration, training and enablement, and data analytics. She holds dual Bachelor of Science degrees in Management and Marketing, along with a Master of Business Administration degree. Cathy is active on two non-profit boards for Volunteers of America Texas and Charming Pet Rescue.

Justin Fish

Senior Managing Partner, American Industrial Partners

Mr. Fish is a Senior Managing Partner at American Industrial Partners, which he joined in 2012. As a member of both the Executive Committee and the Investment Committee, Mr. Fish plays a key role in shaping the firm’s strategic direction, evaluating investment opportunities, and overseeing its day-to-day operations. Additionally, he leads the firm’s team of operations-focused professionals, driving transformational operational improvements across AIP’s portfolio companies. He serves on the boards of several portfolio companies, including Austin Powder, Commonwealth Rolled Products, and Attindas.

Prior to joining American Industrial Partners, Mr. Fish was an Investment Associate at Chilton Investment Company. Earlier in his career, he held a variety of financial, supply chain, and operational roles at Lear Corporation, including an extended expatriate assignment in Shanghai, China.

Mr. Fish graduated with high honors from Michigan State University’s Eli Broad College of Business with a B.A. in Finance and earned his MBA from the Stanford Graduate School of Business.

AIP:

AIP is an operationally-oriented private equity firm that makes control investments in industrial businesses serving domestic and global markets. AIP is distinctively focused on industrial businesses across a broad range of end-markets that include aerospace and defense, automotive, building products, capital goods, chemicals, industrial services, industrial technology, logistics, metals & mining, and transportation, among others. AIP invests in all forms of corporate divestitures, management buyouts, recapitalizations, and going-private transactions of established businesses with sales greater than $500 million. AIP seeks to generate differentiated returns by working with management teams to implement comprehensive operating agendas to improve profitability and build long-term value – a large portion of the team have engineering and operating backgrounds.

Flynn Ripley, Meredith, OP, NY, 24, CROPPED

Meredith Flynn-Ripley

SVP and GM, Global PE and VC Practice, Salesforce

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.

Kelly Ford Buckley

General Partner, COO, Edison Partners

Kelly is a tech industry executive turned growth equity investor with a specialty in accelerating growth and building enterprise value for software companies from startup to $100M. At Edison Partners, she invests in enterprise SaaS and fintech companies and is the pioneer of the Edison Edge value creation platform. Over the last eleven years with the firm, Kelly has been involved with more than 60 investments and served as board director for over a dozen of them. Prior to joining Edison, Kelly spent 20 years in high-growth emerging and established B2B and B2B2C technology companies, including IBM (NYSE: IBM) and LivePerson (NASDAQ: LPSN). She has been featured in Buyouts, Forbes, Crunchbase, Venture Capital Journal, and on Nasdaq TradeTalks and Cheddar, and is a frequent speaker at national investor and tech industry events.

Edison Partners

Edison Partners is a leading growth equity firm providing the financial and intellectual capital that CEOs and their executive teams need to grow and scale their companies. The firm’s team brings more than 275 years of combined investing, operating and sector experience to each investment, accessible via the Edison Edge value creation platform, which is tailored to each business’ strategy, stage and operating needs. Edison targets high-growth vertical SaaS, financial technology and healthcare IT companies located outside Silicon Valley with $15 million to $50 million in revenue. Investments also include buyouts, recapitalizations, spinouts, and secondary stock purchases. Edison manages $2.2 billion in assets and its active portfolio has created aggregated market value exceeding $10 billion.

Michael Frain

Managing Director, Warburg Pincus

Michael Frain is a Managing Director at Warburg Pincus, based in New York. He joined the firm in 2008 and is a member of the Value Creation Team, where he leads the Shared Services program. In this role, he partners with portfolio companies to enhance strategy, scale, and efficiency, with a particular focus on procurement, employee benefits, corporate insurance, and real estate.
Michael also serves on Warburg Pincus’ Environmental, Social, and Governance (ESG) Committee. Prior to joining the firm, he held senior finance positions at Racebrook Capital, Monday Properties, and ATC Management. He earned a BBA in Accounting and an MBA in Finance from Baruch College.

Ishan Gammampila

Chief Data & Analytics Officer, Apax Partners LLP

Ishan Gammampila is the Chief Data & Analytics Officer in the Operational Excellence Practice. He joined Apax Partners in 2021 and is currently based in New York.
Prior to joining Apax Partners, Ishan co-founded Beacon Data where he led a team of data engineers and scientists that helped companies solve business problems through advanced analytics, machine learning and artificial intelligence. His expertise includes strategic consulting and execution in the areas of system architecture, data engineering, predictive modelling, and other advanced approaches to data science.

Ishan holds an MSc in Industrial Engineering & Operations Research from Columbia University and a BSc in Production Engineering from the University of Peradeniya in Sri Lanka.

Apax Partners LLP

Apax Partners LLP ("Apax") is a leading global private equity advisory firm. For over 50 years, Apax has worked to inspire growth and ideas that transform businesses. The firm has raised and advised funds with aggregate commitments of more than $77 billion. The Apax Funds invest in companies across three global sectors: Tech, Services, and Internet/Consumer. These funds provide long-term equity financing to build and strengthen world-class companies.

Anjai “AJ” Gandhi

Former Chief Growth Officer, Marlin Equity

Anjai “AJ” Gandhi: AJ is a B2B GTM executive and has most recently served as Chief Growth Officer at Marlin Equity Partners where he partnered with management at 20 portfolio companies ranging from $10M to $500M ARR and led GTM diligence at 40 companies.

Over his 30+ year career, he has led growth acceleration strategy and go-to-market productivity improvement at 100+ companies primarily in the technology industry.

Previously, AJ was a member of the GTM leadership team at RingCentral and salesforce.com. He began his career in management consulting (Bain, McKinsey and The Alexander Group). He also has been an executive in 2 venture-backed (Mayfield, Sequoia, NEA) companies where he has led marketing, sales, customer success, professional services and revenue operations. AJ earned an MBA from Harvard Business School and a BS Business Administration from UC Berkeley.

Bala Ganesan

Managing Director, Special Situations, Oaktree Capital Management

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

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

Ariel Garcia

Partner, OceanSound Partners

Ariel is a Partner at OceanSound where he leads the portfolio value creation efforts. Prior to joining OceanSound in 2022, Ariel was the President & CEO of ChyronHego. Previously, he was an Operating Partner and the Head of Value Creation at Vector Capital and a Senior Principal at The Boston Consulting Group. Ariel began his career at Accenture and worked in private equity in Latin America before immigrating to the US. Ariel was born in Argentina and is a naturalized US citizen. He is fluent in Spanish and Portuguese.

OceanSound Partners is a growth-oriented private equity firm that makes control investments in technology and technology-enabled services companies serving government and enterprise end markets.

Amar Ghai

Head of Digital Value Creation, KKR

As Head of Digital Value Creation, Mr. Ghai partners with Americas Private Equity investment teams, focusing on technology-related investment diligence and portfolio company value creation via digital transformation and technology modernization. He also supports the development and management of KKR's global portfolio technology platform.

Mr. Ghai oversees KKR’s global portfolio cyber risk program, manages relationships with strategic tech partners, and leads AI value creation efforts.

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

Brian Goffman

Managing Director, AI, TPG Global

Brian Goffman is a Managing Director based in San Francisco focused on Artificial Intelligence. Prior to joining TPG in 2025, he most recently led McKinsey’s Generative AI and Software Excellence practice, advising clients across industries on AI strategy, transformation, and innovation. Previously, Brian held senior product and leadership roles including VP/GM at SmartThings (acquired by Samsung) and LinkedIn, and Co-Founder and CEO of Optify (acquired by Adobe). He also served as a product director at Microsoft, where he played a key role in launching Microsoft 365. Brian began his career as a business analyst at McKinsey and has been an active startup investor, including time as a venture partner at TCV. Brian holds an AB from Harvard College, where he was elected to Phi Beta Kappa, and an MBA from Harvard Business School.

TPG Global

TPG is a leading global alternative asset manager with $269 billion1 in assets under management.

With our family office roots, entrepreneurial heritage, and West Coast base, TPG has developed a distinctive approach to alternative investments based on innovation-led growth, an affinity for disruption and technology, and a distinctive culture of openness and collaboration.

Our principled focus on innovation has resulted in a disciplined, organic evolution of our business. Incubating, launching, and scaling new platforms and products organically—often early in the development of important industry trends—is embedded in our DNA. Over 30 years, we have developed an ecosystem of insight, engagement, and collaboration across our platforms and products.

Our ability to foster a collaborative, open culture has been essential to TPG’s growth and success since the firm’s founding. Our culture guides who we are, how we operate, and how we invest. We believe that diversity of background, thought, and experience enables richer discussions and more strategic decision making, leading to stronger teams, more dynamic companies, and better business outcomes.

Jerry Gomez

Chief Information Officer, El Car Wash

Jerry Gomez is the Chief Information Officer at El Car Wash, where he is harnessing technology to elevate customer experience, improve data visibility, and ensure security while supporting the company’s exponential growth. Since Warburg Pincus acquired the brand in 2022, El Car Wash has expanded from 17 to nearly 80 locations, with plans for hundreds more. Jerry has been instrumental in building scalable, secure systems and operational processes that support rapid expansion and industry-leading performance.

Under his leadership, El Car Wash has embraced a best-of-breed strategy, leveraging AI and advanced analytics to optimize everything from customer interactions to resource efficiency. By aligning cutting-edge tools with disciplined governance, Jerry ensures technology not only supports but accelerates expansion. His focus is clear: set new standards for operational excellence, deliver consistently high-value customer experiences, and harness innovation to transform a rapidly evolving industry.

El Car Wash Company Profile

El Car Wash is Florida’s favorite express car wash with more than 400,000 members. The company has 80 locations across Florida and Michigan with 15 more slated to open this year. We provide the highest quality service with a focus on unmatched customer experience and convenience. We’re a community-driven brand powered by inclusivity, opportunity, and a deep sense of hometown pride. Our people are at the heart of everything we do. We proudly support local charities, create job opportunities for neurodivergent individuals, and invest in the communities we serve. Driven by innovation, El Car Wash is taking the #AlwaysDriveClean movement to new heights with state-of-the-art technology, unlimited wash memberships, and engaging brand activations and partnerships. Our commitment to sustainability ensures that we not only deliver a superior wash but also make a positive impact on the environment.

Jeff Goodman

Senior Operating Partner, The Riverside Company

Jeff is a seasoned executive and board leader with a two-decade track record of driving growth in mid-market companies. He is a Senior Operating Partner at The Riverside Company where he previously led the value creation teams for the Riverside Micro-Cap Fund and Riverside Capital Appreciation Fund while also serving as Executive Chair at eight portfolio companies over his tenure.

Prior to joining Riverside in 2006, Jeff was a corporate officer and President of Intuit Eclipse, an enterprise software provider serving electrical, plumbing, and industrial distribution. Before joining Intuit, Jeff held a series of increasingly responsible line management jobs at GE Industrial Systems and Saint-Gobain Abrasives. While at GE, Jeff led the residential electrical business product and marketing teams and was trained as a Six Sigma Master Black Belt. Jeff is the holder of two U.S. patents for electromechanical devices (patent numbers 6,950,725 and 6,741,439).

Jeff holds a BA in Economics from Colgate University and an MBA from Dartmouth College’s Tuck School of Business.

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

Bob Gold

Former CFO, Pitney Bowes

Bob Gold is a seasoned finance and operations executive with a proven record leading transformation and value creation across private equity–backed and public companies. He has led four major PE transactions spanning Healthcare, Industrial B2B, Defense, and Consumer Products, building finance organizations that serve as strategic partners to operations.

Most recently, Bob was CFO and Treasurer of Pitney Bowes, where he led capital allocation strategy, cash management transformation, and operational reporting improvement. Previously, as CFO of EyeCare Partners, he executed a critical liability management transaction that funded the company’s transformation. Earlier, he guided the sale of AM General to KPS Capital Partners, led United Plastics Group’s shift toward medical industries, and completed the sale of Jolly Gardener—all exited at greater than 6x EBITDA multiples.

Bob’s experience spans middle and upper-middle market companies. He holds a BS and MBA from Drexel University and a Certificate in Corporate Governance.

Amita Goyal

Managing Partner and Head of Global Capability Centers (GCC), Zinnov

Amita Goyal is Managing Partner at Zinnov and a seasoned leader with over a decade of experience in global engineering, product development, project management, change management, and business strategy. An innovation enthusiast, she specializes in identifying GCoE hotspots and driving implementation strategies through proprietary frameworks and customized models.

At Zinnov, Amita has partnered with top-tier organizations across industries—Software, Retail, Healthcare, Automotive, BFSI, and Telecom—to lead globalization initiatives focused on value creation and transformation. She has been instrumental in advancing Zinnov’s Globalization and Centers of Excellence (CoE) strategy, enabling Fortune 500 companies to unlock global talent and drive sustainable growth.

Previously, Amita worked at Canon Inc., Tokyo, as a research engineer leading next-gen semiconductor material development, earning multiple patents and publications. A strong advocate of Diversity and Inclusion, she is also a sought-after author and speaker. Amita holds an MBA from IE Business School, Spain, and an M.S. in Physics from the University of Delaware.

Zinnov

Zinnov is an award-winning global management and strategy consulting firm with presence across 10 cities worldwide, including New York, Paris, and Bangalore. For 23+ years, we have partnered with Global Enterprises, Fortune 2000 companies, and Private Equity firms to drive measurable impact across revenue acceleration, digital transformation, growth, and operational optimization.

Our core expertise includes Global Capability Center (GCC) strategy, design, setup, and transformation, optimization of global engineering, digital, tech and talent footprints and AI advisory identifying use cases, building, implementing and setting up Centers of Excellence.
We partner with clients to drive operational excellence, competitive advantage, growth, and new revenue—powered by leading research, market insights, and thought leadership. By unlocking global talent and technology, we help organizations scale innovation, navigate disruption, and build technology-led businesses that last and are ready for what’s next.

Scott Graham

Operating Partner, Diversis Capital

Bio coming soon....

Peter Graulich

Chief Revenue Officer of SAP Finance & Spend Management, SAP

Peter Graulich serves as the Chief Revenue Officer of SAP Finance & Spend Management, where he spearheads initiatives to enhance and integrate a vast suite of solutions and teams within the organization, including SAP Ariba, SAP Concur, SAP Fieldglass, the Office of the CFO, Working Capital Management, SAP S/4 Hana Public Cloud, and Taulia.

Prior to his current role, Peter most recently served as Chief Revenue Officer of SAP Concur, following a series of senior leadership roles within SAP, including SVP & General Manager of SAP Intelligent Spend & Business Networks for the EMEA North region and COO for the Middle and Eastern Europe region. His experience is further enriched by his time at CA Technologies and IBM. Peter holds a Master’s degree in Leading Sales Transformation from Middlesex University.

He lives in Atlanta, Georgia, with his wife and two daughters.

Matthew Greenstein

Partner, Private Equity Practice Leader, Alexander Group

Matt Greenstein Biography: Matt Greenstein is a partner based out of Alexander Group’s New York office and leads the firm’s Private Equity practice. His areas of focus include commercial diligence and value creation plans. He works with Alexander Group’s private equity community to drive revenue growth within their portfolio throughout the hold. Matt has a breadth of industry experience including Tech, Healthcare, Business Services, Industrials and Life Sciences. With 15+ years of management consulting experience, he is known for his fact-based, data-driven, execution-oriented problem-solving style.

Alexander Group

Alexander Group provides go-to-market consulting services to marketing, sales, service and talent leaders. With over 40 years of developing practical, executable solutions, we help commercial teams unlock their full potential and reach new revenue goals. With a robust network of offices, Alexander Group maximizes growth opportunities for our clients globally.
We work with private equity deal and operating partners and portfolio company leadership to drive commercial value creation with focus on sales, marketing, service, pricing and organizational effectiveness. Our team conducts rigorous go-to-market diligence, refines GTM strategies and collaborates closely with management teams to design and execute GTM models that drive profitable revenue growth. By aligning leadership teams and operating models, we enable portfolio companies to scale effectively, achieve investment theses and deliver sustainable returns across the lifecycle of the investment. Join our PE Community or follow us on LinkedIn and YouTube (@TheAlexanderGroup) for our latest industry research and events.

Doron Grosman

CEO and Board Member

Doron Grosman is a serial private equity CEO/President, PE Operating Partner and PE Board member, with a demonstrated track record of achieving record sales, sustainable EBITDA growth and top quartile exits at leading private equity portfolio companies.

Doron began his career at Bain & Co, then worked at General Electric, Trane Air Conditioning, Quebecor Magazine Printing, Hexcel Aerospace, Court Square Capital, Global Container Terminals, and Smart Start.

He has an MBA from Harvard, a MSc. Engineering and sits on multiple PE portfolio company boards.

Todd Grove

Vice President, Private Equity, Quantum Health

As Vice President of Private Equity, Todd serves as the liaison between Private Equity firms, their portfolio companies, and Quantum Health. He works to educate the senior leadership teams on independent navigation and identifies opportunities for partnership and collaboration. In this role, Todd drives EBITDA growth through support of unbundled plan strategies.

Prior to joining the Quantum Health team, Todd was the Vice President of Health Plan/Payor Solutions for Ovia Health where he was responsible for contracting health plans nationally to offer digital maternity healthcare solutions. He also held positions at Accolade as the Regional Director of Sales for large employers in the Northeast and Teladoc as the National Director of Sales for the mid-market segment.

Todd says, Il l have worked for more than 30 years in the healthcare industry. Having been successful in the digital health care/navigation marketplace, I am able to support Private Equity owned firms thoroughly evaluate ways to improve healthcare outcomes for their valued employees while driving necessary costs down."

In his spare time, Todd can be found cycling the coast of Maine or hiking in the mountains of New Hampshire.

Quantum Health is the industry-leading consumer healthcare navigation and care coordination company that delivers an unparalleled experience for our members, as well as validated claims savings and high satisfaction rates for employers. Quantum Health’s proprietary Real-Time Intercept™ model identifies opportunities for early intervention, improves engagement, and ultimately drives cost efficiencies.

Akshay Grover

Global Private Equity Practice Lead, Zscaler

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.

Ignacio Giraldo

Partner - TPG Rise Fund, TPG

Ignacio is a Partner with the Rise Fund at TPG Capital, based in San Francisco, focusing his time on operations within the Rise and Rise Climate funds. During his time at TPG, Mr. Giraldo has been involved in deals in climate change solutions, education, food and agriculture, among others. Prior to joining TPG, Mr. Giraldo worked in management consulting, finance, startups and the corporate world, including Nike, Diageo, Goldman Sachs, MercadoLibre, and SABMiller. Mr. Giraldo has led businesses in the range of $1 million to $1 billion in his capacity as a general manager and CEO. He also ran sales operations ranging from three sales employees to 7,000 employees and $6 billion in sales. Mr. Giraldo has a passion for strategy, operations, revenue growth, including sales and marketing, pricing, channel strategy, and most importantly, people. In his tenure at TPG, he has served on multiple boards of directors including UBQ Materials, Teachers of Tomorrow, Philz Coffee, Mendocino Farms, Beauty Counter, Papa John’s United and SmartSweets (in addition to Board Observer seats at Crunch Fitness, Presence Learning, Amspec, Miratech and Dreambox Learning). Mr. Giraldo holds Bachelor’s degrees in Industrial Engineering and Mathematics from Universidad de los Andes in Bogota, Colombia, and an M.B.A. from the Stanford University Graduate School of Business. In his spare time he loves mentoring and advising young talent, in addition to fitness, golf, traveling and reading.

TPG:

TPG is a leading global alternative asset manager with $269 billion in assets under management.

Avishee Gupta

Director, Strategy and Operational Excellence, Grant Avenue Capital

Avishee is a Director, Strategy & Operational Excellence at Grant Avenue. In her role, Avishee is building out Grant Advantage, the firm’s portfolio operations group and works across deal sourcing, execution, and value creation. Before joining Grant Avenue in 2022, Avishee worked at Kearney in their Healthcare and Private Equity practices, support PE firms and healthcare companies with strategic execution.

Avishee holds a B.S. in Finance and Economics from NYU’s Stern School of Business and an MBA from the Wharton School at the University of Pennsylvania, where she graduated as a Palmer Scholar.

Founded in 2019, Grant Avenue Capital is a healthcare-focused private equity firm investing alongside forward-thinking management teams seeking an experienced and innovative investor with operational insight and flexible capital to support business growth.

Mujteba Haidri

Operating Partner, Blue Point Capital Partners

Mujteba Haidri is an accomplished global business leader with over 20 years of broad functional experience spanning general management, global sales and marketing, manufacturing operations, and finance. He has deep expertise across the industrial, aerospace & defense, telecommunications, transportation, energy, and IIOT sectors, where he has led the development and launch of highly engineered products and service solutions.

Having worked across North America, Europe, and Asia, he has successfully driven transformation initiatives that create enterprise value for both private and publicly traded multinational companies, with revenues ranging from $50 million to $5 billion. His leadership approach centers on building high-performance teams and accelerating profitable growth through strategic execution, data analytics, business development, and operational excellence.

His prior roles include serving as General Manager at LORD Corporation (a Parker Hannifin company) and General Electric (GE), where he also held the position of CFO for GE’s Industrial Solutions – Power Components Business.

At Blue Point Capital Partners, Mujteba serves on the boards of National OnDemand and TAS Environmental Services. He is also the Board Chair of The Green Chair Project, a nonprofit based in Raleigh, North Carolina.

Mujteba holds a Bachelor of Science in Operations Research and Industrial Engineering from Cornell University and an MBA from Duke University.

Blue Point Capital

Blue Point Capital Partners is a private equity firm managing over $1.9 billion in committed capital, focused on investing in and accelerating the growth of lower middle-market businesses. With a nationwide presence and global perspective, Blue Point combines local access with world-class resources to forge strong partnerships with entrepreneurs and advisors across regions. For more than two decades, Blue Point has partnered with businesses to help them scale through tailored value-creation strategies. Blue Point’s portfolio is powered by an integrated team and specialized capabilities in global supply chain, data & digital, human capital and M&A execution. Backed by deep industry expertise and an extensive operating network, Blue Point builds stronger, more competitive businesses alongside entrepreneurs and management teams. Blue Point typically invests in businesses generating $30 million to $300 million in revenue

Courtney Hamilton

Senior Managing Director, The Miles Group

Courtney Hamilton is a Senior Managing Director at The Miles Group (TMG), part of Council Advisors, where she counsels executives on their most important leadership challenges.

She has advised on numerous CEO succession projects, partnering closely with boards and key stakeholders to ensure seamless transitions for companies across industries, including financial services, technology, media, industrial products, consumer products, manufacturing, and healthcare. Courtney also has significant experience assessing and developing senior executives across both Fortune 500 Companies and private investment-backed portfolio companies.

Prior to joining TMG in 2013, she was responsible for market entry strategy, acquisition integrations, and retail e-commerce expansion for LivingSocial in Asia. Courtney has also held roles in marketing and investment banking with American Express in Beijing and FBR & Co. in New York. She is based in New York.

At Council Advisors, we partner with CEOs and their teams to tackle their most critical challenges, backed by over 20 years of experience advising top leaders across corporations, investment firms, and non-profits. Through our expert practices – The Miles Group, High Lantern Group and SSA & Co., we help C-suite leaders turn their top priorities into winning strategies—driving enduring leadership, impactful ideas, and execution that delivers.

Jonathan Hall

Managing Principal, Odyssey Investment Partners

Jonathan Hall is a Managing Principal with Odyssey Investment Partners having joined as an Associate in 2011. He is responsible for covering industrial technology, and helps transform middle-market companies through a buy, build and integrate approach. His current and prior portfolio company involvement includes Pexco, Champions Group, Aramsco, Barcodes, and Duravant. Prior to Odyssey, Jonathan worked at UBS in the M&A Group. Originally from Pittsburgh, PA, Jonathan graduated from Carnegie Mellon University with a BS in Business Administration.

Odyssey Investment:

Odyssey Investment Partners is a leading private equity investment firm with a more than 25-year history of partnering with skilled managers and deploying its buy, build and integrate approach to transform middle-market companies into more e icient and diversified businesses with strong growth profiles. Odyssey primarily makes majority-controlled investments in industrial and business services sectors with a long-term positive outlook and favorable secular trends. For further information about Odyssey, please visit www.odysseyinvestment.com.

Courtney Hagen

Managing Director and Chief Talent Officer, Littlejohn & Co

Courtney Hagen is a Managing Director and the Chief Talent Officer at Littlejohn, a private equity firm focused on middle market investments, where she works with deal teams and portfolio company leadership to ensure that the talent strategies of each portfolio company support the investment thesis and value creation plan. Previously, she was SVP of Human Resources for LVMH, working across brands and functions to create and execute strategic HR programs to support talent needs for LVMH and its portfolio of brands in North America. Before LVMH, Courtney led global executive talent acquisition for PepsiCo. Courtney joined PepsiCo from a career in executive search and management consulting, most recently with Russell Reynolds Associates. She started her career with management consulting firm Bridge Strategy Group/Renaissance Worldwide, where she led strategy consulting engagements for Fortune 1000 companies in the US, Europe and South Africa. Courtney holds a B.A. from Wellesley College and an M.B.A. from Columbia Business School.

Littlejohn & Co:

Littlejohn is an integrated private equity and special situations investor focused on industrial and services companies in North America. With nearly 30 years of sector experience, our team seeks to consistently execute a flexible and synergistic mandate across different market cycles targeting buyouts, carve-outs, special situations and capital solutions opportunities. Our all-weather investment capabilities and sector expertise favorably positions Littlejohn as the partner of choice in the middle market.

Rehan Hasan

Vice President, Artificial Intelligence Enablement, Mubadala

Rehan Hasan is the Head of AI Products (Interim) at Mubadala’s AI Enablement Unit, where he partners with investment platforms to embed AI innovation and drive efficiencies across the investment lifecycle.

With more than a decade of international experience spanning San Francisco, Amsterdam, Berlin, and London, Rehan has worked at the intersection of corporate M&A, technology consulting, and product strategy. He previously served as Director of Digital and AI Consulting Services at Visa and is an active Operating Partner supporting the startup ecosystem in the MENA region. Rehan earned his BA in Economics and Political Science, with honors, from the University of California, Berkeley.

Elijah Han

Managing Director, CF Private Equity/Commonfund

Elijah Han is a member of the Private Equity team at CF Private Equity and is responsible for sourcing, due diligence and investment underwriting for the firm’s private equity strategy. He previously worked as an Investment Banking Analyst at Mesirow Financial where he specialized in financial advisory and mergers and acquisitions in the aerospace and defense, industrials and plastics and packaging industries. Elijah began his career as an Associate at Mesirow Financial Consulting, LLC, advising on corporate turnarounds, financial restructurings, valuation and litigation related engagements. He earned a B.S. in Accountancy and Finance from the College of Business at the University of Illinois.

Ali Heron

Managing Director of Digital Transformation , GrowthCurve Capital

Ali Heron is Managing Director of Digital Transformation at GrowthCurve Capital, bringing over two decades of experience in building and scaling technology and product teams across FinTech, media, and startups. As CTO at Petal and Prism Data, she oversaw product, design, engineering, security, and analytics—doubling team size, driving substantial revenue growth, and launching Prism Data’s cash flow-based underwriting platform. Prior to that, as SVP of Engineering at Two Sigma Investments, she led modernization of security, services, data, and collaboration systems. Ali began her career at Microsoft working on MSN Messenger, Xbox, and the KIN phone. She holds 16 patents, engineering degrees from Johns Hopkins, and an MBA from TRIUM. She is currently executive-in-residence at NYU Stern, mentoring emerging tech leaders and fostering innovation.

GrowthCurve Capital:

GrowthCurve Capital is a private equity firm focused on building data-rich, growth-oriented businesses. The firm combines capital with deep expertise in artificial intelligence, digital transformation, and human capital to accelerate scale and innovation. With a hands-on approach, GrowthCurve partners with management teams to transform data into actionable insights, enhance operations through modern technology, and cultivate strong leadership. Its investment strategy targets companies where strategic guidance and operational capabilities can unlock long-term value and competitive advantage. GrowthCurve’s experienced team and strategic advisory board bring together industry knowledge and technical depth to drive meaningful, sustainable growth across its portfolio.

Jennifer Heller

President and Chief Investment Officer, Brandywine Group Advisors

Ms. Heller joined Brandywine Group Advisors as its President and Chief Investment Officer in 2012.

Previously, Ms. Heller served as an Investment Director at the Alfred P. Sloan Foundation. Ms. Heller began her investing career at the Stanford Management Company. Prior to Stanford, she worked in investment banking at Merrill Lynch. Ms. Heller is founder of the Endowment, Foundation, and Family Office Professionals Network.

Ms. Heller earned her M.B.A. and her Public Management certificate from Stanford University’s Graduate School of Business, and her B.A. in Political Economy from Williams College. Board Service includes Weizmann Global Endowment Management’s Investment Committee, Bryn Mawr College’s Investment Committee, Williams College’s Investment Advisory Committee, and previously the Stanford Business School Trust. She is a CFA® charterholder.

Brandywine Group Advisors:

Brandywine Group Advisors is the captive investment advisor to Brandywine Trust Group, a ~$15bn dollar client-owned multi-family office and trust company. We deliver comprehensive fiduciary and investment solutions that are vital to preserving wealth and purchasing power across generations. We view these solutions as mutually dependent and reinforcing: investment success is a primary fiduciary goal, and the stability of trusteeship is a key contributor of investment success.

Tim Huber

Managing Director, Global Head of Private Capital, Maine Pointe

Tim specializes in cost-reduction and growth transformation for Private Equity firms and Fortune 500 companies. He has a proven track record of uncovering multi-million-dollar savings and supporting major M&A transactions across sectors such as infrastructure, manufacturing, services, and transportation/logistics.

A pragmatic, hands-on leader, Tim focuses on delivering measurable value through data-driven insights, building high-performing teams, and fostering collaboration. His expertise includes designing target operating models, leading complex due diligence, and maximizing synergies in large-scale transactions.

Before joining Maine Pointe, Tim was Managing Director at KPMG US’ Private Equity Value Creation practice, Director at AlixPartners, and worked with a private investment firm specializing in middle-market private equity investments in energy, materials, and industrial services.

Tim holds dual Bachelor’s degrees in Mechanical Engineering and Business/Economics, and a Master’s in Mechanical Engineering from Lehigh University.

Chris Heuschkel

Managing Director, Chief Data, Analytics and AI Officer, Blue Ridge Partners

Chris is a Managing Director & Chief Data, Analytics, & AI Officer (CDAAO) at Blue Ridge Partners. He has over 20 years of consulting and operating experience, with a focus on leveraging data and analytics to drive revenue growth and value creation. Throughout his career, Chris has worked with dozens of leading Private Equity firms as a strategic advisor, solution provider, and operating executive. Prior to joining Blue Ridge Partners, Chris held various executive leadership roles at advanced technology companies, including Opera Solutions and Noodle.ai.

Chris graduated with honors from the University of Richmond with a BS in Mathematics. He lives in the New York area with his wife and two children.

Blue Ridge Partners:

At Blue Ridge Partners, we focus exclusively on helping companies accelerate profitable revenue growth - the #1 driver of value creation. We’ve earned high marks from private equity firms by delivering material, rapid, and cost-effective results for their portfolio companies.

Our work spans value creation planning, commercial model transitions, strategic pricing, sales effectiveness, and commercial due diligence. Our Managing Directors combine top-tier strategy consulting and operating experience, and we’re known for rolling up our sleeves, taking a pragmatic, hands-on approach, and focusing on the “how” of execution to drive measurable P＆L impact. Increasingly, we help clients leverage Commercial AI to accelerate growth. Through our Commercial AI Center of Excellence (CoE), we guide AI investments toward real business problems and commercial metrics - not just tools - to ensure tangible results.

Since 2002, we’ve partnered with over 130 top tier PE firms and 1,300 companies worldwide to create lasting value across the investment lifecycle.

Sheldon Hamburger

Private Equity Practice – Americas, Infosys

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.

Jimmy Holloran

Partner, Head of Talent, American Industrial Partners

Jimmy joined American Industrial Partners in 2023 and leads the Talent practice, focus on executive hiring, management team assessment, and talent development. He most recently served as Operating Partner at ParkerGale Capital where he led the firm’s talent strategy. Previously, he spent time driving talent strategy at Home Chef, at the time a private equity owned meal kit company. Prior to that, he was a consultant at Bain and Company, where he led a variety of projects including growth strategy and M&A. He spent time early in his career at Teach For America and Nortel Networks. Jimmy holds a BA in Philosophy from Northwestern University, an MEd from University of Missouri-St. Louis, and an MBA from Yale School of Management.

Jim Howland

Senior Advisor, Morgan Stanley Capital Partners

Jim Howland is a Senior Advisor of Morgan Stanley Capital Partners, providing overall thought leadership and guidance to driving value creation within MSCP’s portfolio companies.

Mr. Howland joined MSCP in 2008 as a Managing Director and led their Operations team through February 2024. Mr. Howland currently serves as Chairman or Lead Director of Emler Swim School, Fairway Lawns, World 50, Educate 360, and 24 Seven. He previously served as Chairman of Clarity Software, Sila HVAC, EmployBridge, Access Cash, CoAdvantage, Smile America Partners, Cadence Education and Learning Care Group and as Lead Director of Zenith.

Prior to joining MSCP, Mr. Howland held senior line roles with Dun & Bradstreet, Edison Schools, Regus Business Centers, American Express, and McKinsey. He holds a B.A., magna cum laude, from Bucknell University and an MBA from Stanford University.

Morgan Stanley Capital Partners

Morgan Stanley Capital Partners is a leading middle-market private equity platform, focusing primarily on North America. Combining the talents of seasoned investment professionals and experienced operating partners, the team seeks to create value by helping companies thrive, compete and grow.

MSCP’s focus is on value creation through management and operational improvements, value-added oversight, strategic add-on acquisitions and thoughtful capitalization. MSCP invests in control transactions in companies across a broad range of industries with enterprise values from $200 million to $800 million and EBITDA from $15 million to $60 million.

Jawad Hussain

Senior Managing Partner, Strategy and Growth Leader, Highspring

Jawad Hussain is the Senior Managing Partner and Strategy ＆ Growth Leader for Highspring’s consulting business, overseeing go-to-market execution, strategic planning, and growth initiatives across industries. He also serves as Highspring’s Private Equity Market Leader, specializing in the full M＆A lifecycle and partnering with private equity sponsors and portfolio companies to accelerate value creation. His expertise spans finance, technology, and operations, driving transformation across executive functions.

Before joining Highspring (formerly MorganFranklin Consulting), Jawad worked at CrossCountry Consulting, where he led M＆A integration strategies to help clients scale their operations. He holds a bachelor’s degree in finance from George Mason University.

Highspring (formerly MorganFranklin Consulting) is a management consulting firm that works with leading businesses to address critical finance, technology, cybersecurity, supply chain and business objectives. The firm’s areas of expertise also include on-demand technical accounting, financial reporting, M＆A lifecycle and integration, finance transformation, risk advisory, supply chain services, and the implementation of enterprise and cloud applications including NetSuite, SAP, Microsoft ERP, OneStream and more. Highspring is headquartered in the Washington D.C. area with regional offices in New York, Philadelphia, Atlanta, Raleigh, Charlotte, Nashville, Dallas, Los Angeles and San Francisco. The firm supports clients across the globe.

Ryan Jackson

Partner, Private Equity, CrossCountry Consulting

Ryan is a Partner in CrossCountry’s New York office within the firm’s national Private Equity practice. With more than 20 years of public accounting and private equity-industry experience across a wide range of industry sectors, he works closely with Operating Partners and PE-backed portfolio company Management teams to deliver best-in-class outcomes within the Office of the CFO throughout the investment life cycle. Ryan also works alongside firm leadership to help articulate growth and business development strategies nationwide.

Prior to joining CrossCountry, Ryan served Senior Vice President, Finance, at Transom Capital Group where he partnered with portfolio company executive leadership teams on financial reporting and compliance, cashflow management, execution of strategic initiatives, and delivery of cross-functional operating efficiencies.

CrossCountry Consulting

CrossCountry Consulting provides specialized finance, operations, and technology advisory services. Trusted by Fortune 500 companies and Private Equity sponsors alike, we address critical challenges and drive enterprise value through accounting, risk, transformation, and transaction solutions. Headquartered in Washington, D.C., with employees across the U.S. and strategic international locations, CrossCountry is known for delivering a great experience with a people-focused approach enhanced by AI technologies. Learn more at www.crosscountry-consulting.com.

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

Sajjad is the Head of Data Analytics and Machine Learning and member of the Investment Committee at GrowthCurve Capital. He joined GrowthCurve as a founding partner at the firm’s inception in 2021.

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 by Wharton Professors Eric Bradlow and Peter Fader. Two Six was launched in 2013 with 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 at which point 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 AI and Analytics at Wharton.

GrowthCurve Capital:

GrowthCurve Capital is a private equity firm focused on investing in data-rich businesses with a proprietary approach that seeks to unlock the power of a company's data through the integration of AI, digital transformation, and human capital to accelerate growth and create sustainable value. Founded by Sumit Rajpal, former Global Co-Head of the Goldman Sachs Merchant Banking Division, the firm focuses on control-oriented private equity investments primarily across the technology and information services, healthcare, and financial services sectors.

Kate Ju

Vice President, Value Accelerator, Goldman Sachs Asset Management

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.

Linnéa Jungnelius

Head of Private Equity Partnerships, Acertitude

Linnéa Jungnelius leads Private Equity Partnerships and Growth Strategy at Acertitude, an executive search firm designed to unleash human potential for private capital.

A founding member of the firm, she has helped scale Acertitude into one of Forbes’ Best Executive Recruiting Firms, trusted by the world’s elite private equity sponsors and management teams to build the leadership that drives transformation and value creation.

Linnéa partners with Investment Teams, Operating Partners, and CEOs to architect leadership solutions that accelerate growth and unlock performance. You’ll always find her bringing energy, market intelligence, and high impact connections that help clients win. You’ll also find her behind the mic as host of the Brilliant People Podcast, where her curiosity for ideas and people fuels conversations with leaders redefining what’s next in private equity, business, and leadership. And, of course, putting her marketing ideas and design touches to work shaping the firm’s events, thought leadership, and brand storytelling.

Acertitude:

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. https://www.acertitude.com/

Laura Juarez

Financial Operating Partner, Prospect Partners

Laura Juarez, CPA joined Prospect Partners in 2023. As a Financial Operating Partner, she drives value creation across the Prospect portfolio focusing on the finance function. Laura has more than 2 decades of experience leading the finance and accounting functions for growing middle-market businesses across variety of industries. She has been a multiple-time CFO for highly acquisitive PE-backed companies and corporate controller for a global manufacturing PE-backed enterprise.

Prospect Partners is a leading, Chicago-based private equity firm that partners with passionate entrepreneurs in high potential companies to build exceptional platforms for long-term growth. It invests in entrepreneur and family-owned companies, typically with $3mm to $10mm EBITDA and revenues between $15mm-$100mm. Since 1998, Prospect has invested in more than 50 platform companies and completed more than 100 add-on acquisitions in niche manufacturing, specialty services, value-add distribution and food/consumer services.

Kate Ju

Vice President, Goldman Sachs

Kate Ju is a Vice President and a digital and technology advisor, 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 deliver real-time insights to developing data retention policies to improve operational efficiency and business scalability. Most recently, Kate was a data scientist working with institutional clients, focused on constructing and optimizing multi-asset portfolios of financial institutional clients.

Eric Jensen

Operations Managing Director, Nordic Capital

Eric joined Nordic Capital’s Operations Advisory Group in April 2022 to engage and support Nordic Capital’s healthcare technology portfolio companies in value creation. Eric was previously an entrepreneur and operator in the Healthtech sector, serving as Chief Product Officer of AVIA, a digital health professional services firm which he co-founded, and as EVP of Health Systems Products and Strategy at Healthgrades. Eric started his career at McKinsey & Company where he served healthcare services clients as an Associate Partner. Eric holds an MBA from the University of Michigan and a B.S. degree in Chemical Engineering from The Ohio State University.

Nordic Capital:

Nordic Capital is a leading international private equity investor and sub-sector specialist dedicated to building stronger, more sustainable businesses through operational improvement and transformative long-term growth in partnership with management teams. With over 35 years of experience, a global reach and the local presence of dedicated sector investment advisory teams, Nordic Capital brings deep expertise across its core investment sectors: Healthcare, Technology & Payments, Financial Services and Services & Industrial Tech. Leveraging tailored playbooks, a dedicated operations advisory team and a global network of industrial and functional experts, Nordic Capital seeks to help companies to scale, innovate and become sustainable leaders. Nordic Capital currently manages around EUR 34 billion in assets and has invested approximately EUR 30 billion in more than 150 middle-market companies in Northern Europe and North America. The committed capital is principally provided by global institutional investors such as pension funds. For more information: www.nordiccapital.com , Linkedin

Ryan Jones

US and Global Private Equity Growth Consulting Services Leader, Deloitte Consulting

Ryan leads Deloitte Consulting's Private Equity practice. Where he works with leading buyout and growth funds to maximize the value of their investments. From strategy and diligence, through outcome focused, hands on transformation of go to market, product, engineering, back and middle-office ops, and IT of their portfolio companies. Ryan also led Deloitte Consulting’s Technology Sector. Growing it to one of Deloitte’s largest and most profitable industry practices – and a market leader in enterprise software, semiconductor, and hardware.
Ryan ‘grew up’ in Consulting digitizing his client’s businesses. Specializing in working with Software companies, and leading transformation programs. Turning the old and complicated, into the modern and simple. Providing ‘born in the cloud’ and 30+ year old companies a leg up in their growth and transformation. From changing business and operating models, to being more Digital. Often underpinned by M&A, IT enabled business programs, go to market transformation, and software product modernization.

Deloitte

Deloitte provides leading professional services to nearly 90% of the Fortune Global 500® and thousands of private companies. Our people deliver measurable and lasting results that help reinforce public trust in capital markets and enable clients to transform and thrive. Building on its 180-year history, Deloitte spans more than 150 countries and territories. Learn how Deloitte’s approximately 460,000 people worldwide make an impact that matters at www.deloitte.com.

Ellen Kim

Operating Partner, Rotunda Capital Partners

Ellen is an Operating Partner at Rotunda Capital Partners based out of the firm’s Bethesda office. Ellen partners with Rotunda’s portfolio companies to create the long-term growth strategy and supports execution on each company’s value creation plan. She has served as Interim CFO for numerous portfolio companies and supports initiatives to position the companies for rapid growth.
Ellen’s professional experience has spanned across the public and private sectors. Most recently, she was Chief Financial Officer of Roti Modern Mediterranean and a Director at AlixPartners. Previously, Ellen was a political appointee at the US Small Business Administration, and she started her career in Public Finance at Citigroup.
Ellen was a Marshall Memorial Fellow and American Council on Germany Fellow, and she is currently on the Board of the non-profit, Future Caucus. Ellen holds a B.S. in Economics from MIT and an MBA from Stanford University Graduate School of Business.

Rotunda Capital Partners:

Rotunda Capital Partners is an operationally oriented private equity firm focused on transforming family-founder owned companies into dynamic, data-driven platforms able to achieve and manage significant growth. Since its founding in 2009, Rotunda has partnered with management teams to build great businesses within three primary sectors: value-added distribution, asset-light logistics and industrial, business & residential services. Rotunda strives to achieve replicable results by implementing its Rotunda Performance System to create strategic alignment, develop lean processes and create robust, data-driven infrastructures. For more information, visit www.rotundacapital.com.

Marc Jourlait

Senior Operating Partner, The Riverside Company

Marc Jourlait is seasoned business executive, Private Equity Senior Operating Partner, Chairman of the Board, Board Member, and battle-tested consumer and tech turnaround global CEO.

Jourlait is the Senior Operating Partner at Riverside Private Equity Value Fund. He is Chairman of the Riverside portfolio companies SCRAM Systems, PFB and siffron. Jourlait was recently Chairman of the Board of Avenga, an Oaktree Capital portfolio company, that just sold to KKCG. Jourlait is also Operating Partner for Cathay Capital as well as Executive Chairman of the Board for IMT, one of Cathay Capital’s portfolio companies. He also serves as Chairman of the Board of Electrosonic headquartered in London UK.

Before Riverside, Marc was CEO of Kodak Alaris where he stabilized and turned around the business portfolio preparing it for a divestiture. Prior to Kodak Alaris, Marc was Deputy CEO at Navico, a global leader in Marine Electronics, an Altor Private Equity owned portfolio company bought by Goldman Sachs in 2016. Before Navico, Jourlait was Vice President and General Manager of Bose Europe, where he ran the entire €1B European business for Bose.

Previously Jourlait held senior general management, product, and marketing positions over the course of his 35+ year career in some of the world’s leading companies including Apple, HP, Seagate, and Technicolor. With triple citizenship (France, USA, Canada), he resides in Manhattan and has lived and worked in a variety of countries, including France, the United States both in Silicon Valley and New York City, Japan, and Canada. Jourlait holds an MBA from ESCP Paris.

Brian Kasser

Talent Partner, WCAS

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 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 long-time 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.

WCAS

WCAS is a highly regarded private equity firm founded in 1979, specializing in partnering with growth-oriented companies in the healthcare and technology sectors.

Stephan Keese

Managing Partner North America, Roland Berger

Stephan Keese is a Senior Partner and joined Roland Berger in 2001. He is an expert on the American automotive and engineered products industries with a special focus on commercial vehicles manufacturers, agricultural, construction and mining equipment as well as automotive suppliers. He has advised leading global players on growth & market entry strategies, sales & distribution strategies, cost reduction and restructuring. In addition, Stephan is an expert on the Latin American automotive industry, having led Roland Berger's Latin American automotive practice in Brazil for 6 years. Prior to joining Roland Berger, he worked with leading automotive and industrial groups around the world. Stephan studied Industrial Engineering at the University of Karlsruhe, in Germany, and holds an MBA from Georgetown University in the US.

Roland Berger is a leading global strategy consultancy with a wide-ranging service portfolio for all relevant industries and business functions. Our Transaction & Investor Support Services team is uniquely positioned to support private equity, strategic investors, and corporations in transaction processes, with 80+ senior experts with in-depth industry knowledge covering all key regions.

We support our clients along the full investment life cycle, from M&A strategy to exit support, to help investors boost their returns. Roland Berger has worked with more than 500 Private Equity clients and investment funds globally over the past five years. Our integrated team provides extensive transaction capabilities, rooted in deep industry and functional expertise to create value for our clients. www.rolandberger.com

Matthew Kasper

Vice President, Operations and Strategic Finance, Pritzker Private Capital (PPC)

Matthew Kasper is a Vice President of Operations & Strategic Finance at Pritzker Private Capital (“PPC”), where he partners with PPC’s Family of Companies to drive financial and operational value creation initiatives. He works closely with management teams to strengthen business performance, enhance decision-making capabilities and enable scalable growth through disciplined financial management and operational excellence. Matthew initially joined PPC as an Investment Associate in 2020. Prior to PPC, Matthew was an Investment Banking Analyst at RBC Capital Markets in New York. Matthew received his B.S. from Indiana University.

Pritzker Private Capital:

Pritzker Private Capital partners with middle-market companies based in North America with leading positions in the manufactured products and services sectors. The firm’s differentiated, long-duration capital base allows for efficient decision-making, broad flexibility with transaction structure and investment horizon, and alignment with all stakeholders. Pritzker Private Capital builds businesses for the long term and is an ideal partner for entrepreneur and family owned companies. Pritzker Private Capital is a signatory to the United Nations Principles for Responsible Investment (PRI).

Mike Kay

Operating Partner, Apollo Global Management

Mike Kay is an Operating Partner at Apollo Global Management where he leads portfolio operations for Apollo’s Hybrid Equity strategy. Prior to joining Apollo in 2022, Mike spent time as an Operating Partner at Angeles Equity Partners and a consultant with McKinsey & Company. Earlier in his career Mike was an officer in the US Army Special Forces (Green Berets). Mike received his MBA from Wharton and his BS in History from West Point.

Greg Kegeles

AI Value Creation Executive, Shamrock Capital

Greg Kegeles is an AI Value Creation Executive with Shamrock Capital. He specializes in building and scaling AI-driven products and digital transformation strategies across portfolio companies. Previously, Greg held Operating Partner roles with Newlight Partners , driving technology modernization and growth initiatives across education and media assets. Earlier in his career, he led platform innovation at 2U, shaping online learning experiences for top universities. Greg is passionate about aligning strategy, product design, and organizational models to deliver measurable outcomes. He brings a hands-on, data-driven approach, combining creative vision with deep technical execution to help portfolio companies unlock competitive advantage in rapidly evolving markets.

Shamrock Capital

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

Alex Kelleher

CEO, Quantum Rise

Alex is a multiple-time AI software and consulting entrepreneur. He was a founder at Vivid Edge (web consulting, sold to Framfab), Touch Clarity (machine learning optimization, sold to AdobeOmniture), and Cognitive Match (sold to Magnetic), and a leader at Magnetic (sold to Deloitte), Deloitte Digital (Global CMO) and Advantage Solutions (Chief Data Officer). He deeply believes in the transformative combination of human and machine, leading him to founding Quantum Rise together with business-services investment leader, Erie Street Growth Partners. Alex has a BA Hons in Experimental Psychology from Oxford University.

Quantum Rise

Quantum Rise is a new kind of AI consultancy, helping organizations unlock the potential of artificial intelligence and automation to achieve real, measurable results. Companies that embrace AI and automation will lead the future, while those that don’t risk falling behind—Quantum Rise is here to ensure businesses stay ahead and win. With its Consulting 2.0 approach, Quantum Rise focuses on outcomes that matter—starting with opportunities to increase revenue or reduce costs and building solutions that deliver real impact. Unlike traditional consulting firms, Quantum Rise creates always-on, continuously improving products, not one-off projects, so clients see long-term value and growth. Backed by a team of AI veterans with decades of experience, Quantum Rise blends human expertise with cutting-edge technology in a way that’s transparent, trustworthy, and easy to understand. Quantum Rise was founded in 2024 and is backed by Erie Street Growth Partners.
Learn more at quantumrise.com.

John Knapp

Chief Operating Partner, Graham Partners

John leads portfolio operations at Graham Partners. He works alongside the investment team, operating professionals, and portfolio company leaders to build strong operating foundations, drive disciplined execution, and harness technology to create lasting value across the Graham Partners portfolio.

John brings over 15 years of experience from Boston Consulting Group (BCG), where he served as Managing Director and Senior Partner. At BCG, John was a core member of the Operations practice and led the Manufacturing group globally. He has advised companies worldwide on lean manufacturing, supply chain, procurement, and digital transformation, delivering more than $1 billion in EBITDA improvement for his clients.

Earlier in his career, John worked in chemicals manufacturing operations at Celanese.

Education: John holds a B.S. with High Distinction in Mechanical Engineering from the University of Virginia and an M.B.A. from Harvard Business School.

Personal: Originally from Norfolk, VA, John is an avid sailor, runner, biker, and skier, and enjoys spending time with his wife and children.

Jonathan Konkoly

Value Creation Director, Littlejohn & Co

Jonathan Konkoly joined Littlejohn in 2025 as a Value Creation Director to support Littlejohn portfolio companies on designing and executing against their value creation plans. Before joining Littlejohn, he served as Vice President of Portfolio Operations at HCI Equity Partners, where he led efforts to optimize pricing, improve commercial team performance, and enhance business effectiveness.

Earlier in his career, Jonathan held leadership roles at McMaster-Carr Supply, where he managed high-performing teams and drove operational improvements. He also held consulting roles with Blue Ridge Partners, INSIGHT2PROFIT, and IRI, advising clients on go-to-market strategies, organizational capabilities, and financial performance.

Jonathan earned his B.B.A. from Loyola University Chicago’s Quinlan School of Business and an M.B.A. from Northwestern University’s Kellogg School of Management.

Littlejohn & Co:

Littlejohn & Co. is a Greenwich, Connecticut-based private investment firm managing approximately $13.5 billion in regulatory assets under management. The firm specializes in private equity and credit investments in middle market companies, targeting businesses undergoing significant change or transformation.

Founded in 1996, Littlejohn brings a disciplined, value-oriented approach to investing, combining deep operational expertise with flexible capital solutions to drive sustainable long-term performance. The firm partners with management teams to engineer strategic, operational, and financial improvements—helping businesses navigate complexity, capitalize on opportunities, and unlock growth potential.

Amy Kramer

Head of NLO Go To Market, Level Equity

Amy runs point on go-to-market strategy, leading diligence for new investments and advising Level portfolio companies on scaling customer acquisition and growth. Amy also leads our Level GTM Leadership Group, hosting expert webinars and round tables on go-to-market hot topics and facilitating networking opportunities for revenue leaders across the portfolio. Amy is also focused on building and enhancing LevelEdge, Level Equity’s proprietary sourcing engine.

Amy came to Level from Trustpilot, where she served as the Vice President of Sales for North America and led the Global Revenue Operations team. Over six years at Trustpilot, she focused on sales strategy and process, driving over 5x in revenue growth. Before Trustpilot, Amy held several leadership roles in Customer Success and Revenue Operations at Yodle and held Sales and Digital Marketing positions at Yahoo. Amy holds a B.A. from the University of Maryland and lives in Brooklyn with her husband and two sons.

Rich Kraska

Chief Financial Advisor, FTV Capital

Rich is an executive on our FTV Propel team, providing FTV portfolio companies with comprehensive finance advisory services to enhance their growth and sustainability. Prior to joining FTV, Rich served as the chief financial officer or as a senior financial executive at several PE-backed and public companies, including Infobip, RealPage, Rocket Software and Western Digital. In these roles, he worked closely with the board of directors on a range of financial matters, including supporting IPO readiness and preparing for liquidity events and acquisitions. Previously, Rich spent over 15 years at GE and GE Capital in global chief financial officer and FP＆A roles. He began his career in GE’s capital market services business. Rich holds a BS in Accounting from Bentley University, an MBA from the University of Connecticut, and completed the Executive Leadership Program in Global Finance at Harvard Business School.

Travis Krueger

Managing Director, GTCR

Travis joined GTCR in 2005 and is a Managing Director. Travis leads portfolio data & analytics and portfolio valuation for the firm, and co-leads the firm’s Portfolio Resource Group charged with providing functional support to GTCR’s investment teams and portfolio company leadership. He is also a leader of several of GTCR’s initiatives related to sustainability, both at the firm and at portfolio companies, including serving as a member of GTCR’s Sustainability Steering Committee. Travis is a Certified Public Accountant and previously worked for PricewaterhouseCoopers in its Assurance practice. Travis holds an MBA from the Booth School of Business at the University of Chicago, and a BS in finance and accounting from the Kelley School of Business at Indiana University.

Christopher Kim

Chief People Officer, Cision

I’m Chris Kim, Chief People Officer at Cision. My focus is on building a high-performing, people-centered culture that supports our continued growth and transformation around the world. With more than 20 years of experience in organizational strategy, talent development, and change leadership, I’m passionate about creating environments where people and business thrive together.

Before joining Cision, I was a Principal at Platinum Equity, where I led the Human Capital Management team and partnered closely with Platinum Equity’s portfolio company leadership across talent strategy, compensation, operations, and organizational design. Additionally, I led the HR due diligence for 1,000+ transactions during my 8+ year tenure.

Earlier in my career, I held leadership roles at Deloitte, advising financial sponsors and their portfolio companies on M&A, workforce transformation and organizational effectiveness.

Originally from the East Coast, I studied at the Binghamton University.

Raj Kushwaha

Co-Head of Value Creation and Chief Digital Officer, Warburg Pincus

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.

Ajay Kutty

Technology Operating Principal, KKR

Ajay Kutty (New York) is a member of the KKR Capstone team. Mr. Kutty partners with Americas Private Equity investment teams, focusing on technology-related investment diligence and portfolio company value creation via digital transformation and technology modernization. He also supports the development and management of KKR's global portfolio technology platform. Previously Mr. Kutty was Chief Product and Technology Officer at Symphony Talent, a leader in AI based Recruitment Marketing platform. Before that, he was Head of Enterprise Applications in CIO office at PTC, a global leader in CAD, PLM, IoT and AR. Prior to that, Mr. Kutty worked as a technology leader at Publicis Sapient, a global leader in digital transformations. Mr. Kutty earned his MBA from Columbia University and is a Bachelor of Engineering.

Brad LaPoff

Director, AI Strategy and Implementation, Graham Partners Operating Company

Brad is the Director of AI Strategy at private equity firm, Graham Partners, where he is responsible for strategizing, planning, implementing, and managing the integration of artificial intelligence (Al) applications across Graham Partners and its portfolio companies.

Prior to joining Graham Partners, Brad worked in applied leadership roles at two AI unicorns. He was the North American Financial Services Solutions Lead at Dataiku, designing Al solutions for industry vertical use cases, and previously was a Director of Customer Success at DataRobot, advising clients on Al strategy and leading execution delivery of Al use case projects.

Brad’s early career was in finance, as an investment analyst at hedge fund, Force Capital, and as a credit risk analyst at JPMorgan.

Brad holds a BS and an MBA from Cornell University.

Graham Partner:

Graham Partners is a $4.1bn AUM private equity firm focused on investing in technology-driven companies that are spurring innovation in advanced manufacturing, industrial technology, medical devices & life sciences, and food & consumer industries. Based in suburban Philadelphia and investing primarily across North America, the firm has access to extensive operating resources and industrial expertise and is a member of The Graham Group.

Eric Larson

Managing Partner, Private Equity Practice, Riviera Partners

Eric has more than 25 years of experience in building public, private equity and venture backed technology companies.

As Managing Partner, Eric leads the Private Equity Practice at Riviera Partners.

Recruiting teams in Riviera’s Private Equity Practice partner with PE-backed businesses across domains on their executive hiring for technology leadership roles.

Client partners include: Bain Capital, Vista Equity, Great Hill Partners, K1 Management, Warburg Pincus, TA Associates, Advent International, Insight Partners, Permira, & others.

Bryan LeBlanc

CFO, Nextech Systems

Bryan comes to Nextech with over 35 years of leadership experience in operations, financial management, investor relations, and strategic planning within both public and private software technology and SaaS companies. He has served in key leadership roles at several high-growth companies, including his most recent position as Executive Vice President and Chief Financial Officer at Wind River. At Wind River, Bryan was instrumental in transforming the financial management and operational processes, driving revenue growth from 5% to 15%, and ultimately leading the company through a $3.5 billion exit after a four-year transformation. Prior to Wind River, Bryan was the Chief Financial Officer at Spire Global, Jive Software, and WebTrends Inc.

Bryan holds an MBA from the University of Santa Clara and a BA in Biology/Pre-medical from Holy Cross College. He has also served on the boards of Borland Software and SOASTA, and currently serves on the Advisory Board for Fintastic, a start-up specializing in next generation FP&A software. Bryan lives with his wife Darlene in Somers Montana and in his spare time he enjoys running, long distance biking, hiking, and outdoor activities in the western Rockies.

Steve Larned

Senior Principal and Co-Leader of Operating Team

Steve Larned is a Senior Principal and Co-Leader of the Operating Team at New State Capital Partners, focused on growing and transforming founder-led business services companies in the middle market. He is currently involved with New State portfolio companies The Expo Group, CDS, and The Wilmington Group.

Prior to joining New State in 2016, Steve was a Senior Operating Executive at Welsh, Carson, Anderson & Stowe (WCAS), where he partnered with management teams to implement EBITDA enhancement plans across healthcare and information/business services companies. He began his operating career as a senior executive at Dell, leading improvement initiatives and go-to-market efforts for the B2B side of Dell Americas. Earlier, he was a strategy consultant at Bain & Company, advising industrial and consumer clients.

Steve received a B.A. from Duke University and an M.B.A. from Harvard Business School.

New State Capital Partners:

New State Capital Partners, founded in 2013, is an entrepreneurial-minded private equity firm that strives to be nimble, decisive, and cooperative. With ~$2B AUM, the firm takes a long-term approach, partners with company founders and independent sponsors in an effort to create lasting value. New State seeks to invest in market-leading, middle market companies with services-based business models and has completed over 45 acquisitions to date. For more information, visit www.newstatecp.com.

Prior to New State, Steve was a Sr. Operating Executive at Welsh, Carson, Anderson & Stowe responsible for working with portfolio company management to develop and implement growth and EBITDA enhancement plans in both healthcare and information/business services. At WCAS, Larned was also deployed in board roles and led a healthcare company as interim CEO.
Previously, Steve was a senior executive at Dell, Inc. where he led B2B teams to drive profitable growth in a range of VP/GM roles including leading the Americas Marketing organization, the Preferred Accounts Division and the Americas Server and Storage team.

Larned started his career at Bain & Company where he worked on commercial/ industrial and consumer product projects.

He earned his undergraduate degree in Economics from Duke University and has an M.B.A. from the Harvard Business School.

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

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

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

Critically, we are focused on growth. For example, we have executed fourteen add-on acquisitions – on average, nearly one for each platform company. We also try to balance our focus on growth with the realistic expectations of inevitable challenges. 1.

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

INDUSTRIES
• BUSINESS SERVICES
• INDUSTRIALS
• CONSUMER

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

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

Jonas Leddington

Head of Operations and Growth, Snapdragon Capital Partners

Jonas Leddington oversees thesis and deal development, talent, and the operations CoE for Snapdragon Capital Partners. Prior to joining Snapdragon, he led Gryphon Investors’ executive network, executive chair, board, and thesis development efforts. In this capacity, he worked at the intersection of deal teams, business development, and senior executives to help drive differentiated, successful bids on numerous platforms across multiple industries. Jonas also worked extensively on issues related to talent, communications, culture, systems, and the firm's innovative board and operating model. Prior to his two stints at Gryphon, he served in a variety of executive, strategy, and PE advisory roles, including at Trium Group, Year Up, and Kingfish Group. Jonas received his BA with honors from The University of Chicago and his MA from the PhD Program in Visual Studies at The University of California, Irvine. He also studied Peace, Religion, and Conflict at the University of Uppsala in Sweden.

Founded in 2018, Snapdragon Capital Partners is a flexible growth equity and buyout firm purpose-built for founders and CEOs whose growth companies fulfill deeply held consumer aspirations around health, fitness, life-long learning, beauty, and family life at home. The firm has uncommon strength in multi-unit consumer services, including franchise, and a track-record of success identifying overlooked and defensible growth opportunities in related products and enablement technologies or b2b2c platforms. Our founder-first partnership approach is cooperative and creative, and portfolio leadership operate with supported autonomy. In all our investments, we seek to identify and support aspects of betterment across product/service, team, culture, or purpose. The Snapdragon portfolio includes Xponential Fitness (NYSE:XPOF), Fullscript, Fortis Franchise, Spartan Fitness, and JECT.

Paul Lepage

Managing Director, Business Operations, Private Equity, Brookfield Asset Management

Paul Lepage is a Managing Director in Brookfield’s Private Equity Group. In this role, he is responsible for due diligence, operational and financial performance of Brookfield target and portfolio companies broadly, with particular focus on the healthcare, technology and software sectors.

Prior to joining Brookfield in 2021, Mr. Lepage served as President and CEO of Intelerad Medical Systems. He was previously President of TELUS Health and Payment Solutions and Chairman of TELUS Ventures. He also was President and CEO of MediSolution (a Brookfield Portfolio Company).

Mr. Lepage holds a Master of Business Administration degree from the John Molson School of Business at Concordia University, a Bachelor of Industrial Engineering degree from École Polytechnique at University of Montreal and the ICD.D designation from the Rotman School of Management at University of Toronto. In 2016, Mr. Lepage received an honorary doctorate from the University of Montreal for his contributions in the fields of engineering, technology innovation and health IT.

Ethan Levner

Group Chief Financial Officer and Board Member, GLAS

Ethan is Group Chief Financial Officer and Board Member of GLAS, the PE-backed global market leader in tech-enabled services to the private credit, syndicated lending and debt capital markets segments. Ethan was appointed to drive value creation initiatives following the majority stake acquisition by Levine Leichtman Capital Partners, including M&A, capital structure optimisation, data warehouse build, automation of manual processes and other operational enhancements.

Previously, Ethan held executive roles in high-growth, PE-backed companies in the financial, technology and business services sectors, with a focus on value creation. Ethan was part of the Bridgepoint PE-backed management team of Ocorian (previously Estera), the fund administration and corporate & trust services provider, exiting to Inflexion PE. Prior to becoming an operator, Ethan was an investor and investment banker in London and New York.

GLAS

GLAS is recognised as the premier independent, non-creditor, conflict-free provider of tech-enabled loan agency and bond trustee services, with more than $670 billion of assets under administration across private credit, syndicated loans and debt capital markets. Founded in 2011 with a differentiated, client-centric approach to execution of complex debt transactions, GLAS expanded internationally on the back of strong demand and now has more than 450 professionals operating from 13 offices across the US, UK/Europe and APAC. With an AUA CAGR of 40% since 2021, GLAS is the clear #1 in independent loan agency and bond trustee services.

Misha Logvinov

Managing Director, MGX

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.

Alexandra Lutz

Head of Motherbrain, EQT Group

Alexandra Lutz joined EQT in 2019 and is the Head of Motherbrain, EQT’s data science team that uses that uses AI, machine learning, and advanced analytics to help EQT’s
Investment teams and portfolio companies drive value across the ownership lifecycle from sourcing, to due diligence to value creation.

Prior to her role at Motherbrain, Alexandra was the Head of Digital Growth for EQT in the US where she partnered with investment professionals to define and develop thematic investment ideas, source and due diligence targets and then, in the holding period, identify, define and execute trajectory-changing value creation strategies for the portfolio with an emphasis on go-to-market strategy, product and service innovation,
and data strategy.

Alexandra has over twenty years of experience in applying technology and data to the digital transformation and scaling of businesses from her past roles as a Chief Strategy Officer, a start-up President and COO and, early in her career, a management consultant. Alexandra resides in New York and has a BA from Yale University and an MBA from Columbia Business School

Michael Lyons

Head of Value Creation, Brighton Park Capital

Michael Lyons leads the Value Creation function at Brighton Park Capital (BPC). In this role, he proactively collaborates with portfolio leadership teams on key strategic, go-to-market, and operational topics. Michael also specializes in embedded payments monetization and B2B SaaS pricing & packaging.

Prior to joining BPC in April of 2025, Michael was on the Portfolio Value Creation team at Susquehanna Growth Equity (SGE). During his time at SGE, he worked with portfolio companies to build new revenue streams, accelerate growth, expand margins, and improve retention through a variety of growth and cost efficiency initiatives. Michael also led SGE’s embedded finance function, overseeing all integrated payments volume across their portfolio. Previously, Michael was a consultant at Ernst & Young (EY), where he supported corporations across M&A synergy realization, cost optimization, organizational design, and operational transformations.

Michael graduated from Cornell University with a B.S. in Industrial & Labor Relations (ILR).

Sadiq Malik

Managing Director, DigitalBridge. Co-Head of InfraBridge

Sadiq Malik is a Managing Director at DigitalBridge Investment Management and the Co-Head of InfraBridge. Mr. Malik is a seasoned investment professional with over 20 years of in-depth investing experience in private, distressed and public companies across a variety of industries including the digital infrastructure vertical softowers, data centers, fiber and ground lease buyouts. At DigitalBridge, Mr. Malik is responsible for identifying, evaluating, consummating, and managing investments across all our verticals globally with a specific focus on the Americas and the MEA regions.

Prior to joining DigitalBridge, Mr. Malik was a co-founding partner of Oskie Capital, a public and private equity firm, which invested in companies undergoing positive business transformations and corporate change. Previously, he also worked on President Obama’s Auto Task Force at the U.S. Department of the Treasury during the financial crisis in 2009.

Earlier in his career Mr. Malik was an investment professional at OchZiff Capital, The Blackstone Group and Morgan Stanley.

Mr. Malik received a Bachelor of Arts, summa cum laude, in Economics from Dartmouth College and an MBA, with distinction, from Harvard Business School.

Subhro Mallik

Executive Vice President, Infosys

Subhro Mallik is the EVP and Head of Life Sciences, Private Equity, Healthcare business units at Infosys. He leads a team of client partners and sales executives to grow Infosys business in existing and new clients. He brings rich experience of growing new businesses, building teams, and ensuring profitable growth.

In his previous role, Subhro was VP and Head of Life Sciences, Americas. He has also managed client relationship for one of the largest Life Sciences customer for Infosys (a top 5 Pharma). This account today has IT, BPO and consulting services spanning USA, Europe & Asia.

Subhro was one of the founding members and member of unit leadership team for Infosys Infrastructure services business unit (IMS). He led conceptualization of service offerings and go-to market strategy for IMS.

Subhro has been with Infosys since 1998. He has a bachelor degree in engineering from Indian Institute of Technology, Roorkee; and completed Infosys Global Leadership Program from Stanford University Graduate School of Business.

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.

Visit www.infosys.com to see how Infosys (NSE, BSE, NYSE: INFY) can help your enterprise navigate your next.

Alice Mann

Founder and President, Mann Partners

Alice Mann, PhD is a published organizational psychologist, organization design, change and transformation expert and the founder of Mann Partners, a boutique consulting firm enabling private equity and Fortune 1000 leaders to build powerful organizations and teams through long-term capability building and customized value creation strategies.

Named as one of 2021’s Top 25 Most Influential Women in Mid-Market M&A, Alice served as a partner at Sentinel Capital and an operating partner at Blue Wolf Capital, where she drove human capital goals and capabilities to achieve portfolio company EBITDA targets. Additionally, Alice served as a Vice President at JP Morgan Chase, where she led global

Miten Marvania

Managing Director, GTCR

Miten Marvania is a Managing Director in the Portfolio Resources Group at GTCR. Miten works with our portfolio companies on technology transformation and digitization, helping management teams to drive growth and business improvement initiatives. Prior to joining GTCR, Miten was Managing Director at Blue Owl Capital and Senior Vice President at Blackstone. Previously, Miten spent 11 years with Agio, a managed IT and Cybersecurity services company he co-founded in 2010. He has also advised and served on several product and CIO advisory boards of leading technology and cybersecurity companies.

GTCR

Founded in 1980, GTCR is a leading private equity firm that pioneered The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through organic growth and strategic acquisitions. GTCR is focused on investing in transformative growth in companies in the Business & Consumer Services, Financial Services & Technology, Healthcare and Technology, Media & Telecommunications sectors. Since its inception, GTCR has invested more than $24 billion in over 270 companies, and the firm currently manages over $27 billion in equity capital. GTCR is based in Chicago with offices in New York and West Palm Beach

Alex Mathers

Partner, Inflexion

Alex is a Partner in the Value Acceleration team and is responsible for ensuring that the team provide Inflexion’s portfolio companies with skilled support from pre-deal through onboarding and all the way to exit. He also works with individual portfolio companies on strategy, technology, data and product development. Since joining Inflexion in 2018 he has worked with a wide variety of Inflexion investments including Alcumus, Blue Light Card, CMSPI, Lintbells, Marley, Medik8, Medivet, Nodor, Ocorian, Scott Dunn and Rosemont.

Alex started his career at Accenture, working in a variety of technical architecture and ‘hands-on’ technology roles before working in digital transformation in the music industry. Before joining Inflexion, he was an Associate Partner at OC&C Strategy Consultants in London, focused on technology, digital media and ecommerce.

Outside the office, Alex enjoys sailing, cycling and most other outdoor activities, and can still occasionally be persuaded to play the cello or guitar. He has a degree in Music from Brasenose College, Oxford.

Inflexion

Inflexion is a leading European mid-market private equity firm which works in partnership with ambitious management teams of high growth, entrepreneurial businesses to accelerate sustainable growth. Inflexion’s flexible approach allows it to back both majority and minority investments, typically investing in businesses with a valuation of €50m to €1bn.

With bespoke teams and dedicated capital, Inflexion’s funds invest across a variety of sectors from offices in London, Manchester, Amsterdam, Frankfurt, Stockholm and New York. Inflexion helps businesses achieve the next stage of growth through acquisitions, international expansion, digital enhancement, talent development, commercial strategy, sustainability and access to Inflexion’s global network. It also benefits from a local presence across South America, India and APAC dedicated to portfolio development, enabling investee companies to benefit from privileged access to these fast-growth markets.

Funds advised by Inflexion Private Equity Partners LLP have funds under management of €16bn.

Faye McDermid

Senior Vice President, Private Equity, Brookfield Asset Management

Faye McDermid is a Senior Vice President in Brookfield’s Private Equity Group. In this role she is responsible for due diligence, operational and financial performance of Brookfield target and portfolio companies. Prior to joining Brookfield in 2019, Faye spent over a decade in the renewable space in a variety of commercial and P&L roles. Faye holds a Master of Business Administration degree from Rotman School of Business where she graduated as a Bergman Scholar and a Bachelor of Applied Science in Electrical Engineering from University of Waterloo.

Jonathan Metrick

Partner & Chief Growth Officer, Sagard

Jonathan has +15 years of commercial leadership experience profitably scaling consumer & tech businesses.

Jonathan is a Partner & Chief Growth Officer at Sagard, a $25B AUM alternative asset manager focusing on VC & PE investing in fintech & financial services. During this time, Jonathan built Sagard's Go-To-Market (GTM) practice, helping its portfolio profitably grow. Jonathan leverages his playbook on Revenue Engineering to implement GTM best practices e.g. optimal channel mix, tiered pricing, speed to lead, measurement & attribution, and hiring/org design. Jonathan has also taken on interim operating roles as CMO at Wealthsimple and Chief Growth Officer at Koho.

Jonathan is a contributor at TechCrunch and has been published in the MIT Sloan Review, The Globe & Mail, and Forbes where he writes about growth trends, marketing & sales. Jonathan sits on the boards of Choosing Therapy and The University of St. Augustine.

Prior to joining Sagard, Jonathan served as the CMO of Policygenius and has held marketing leadership positions working with Tiffany & Co, Live Nation Entertainment, Hult, and Procter & Gamble.

He has an MBA with distinction from Harvard Business School and a Bachelor of Commerce from Queen’s University.

Benny Melumad

Managing Partner, Digital Strategy & Innovation, Warburg Pincus

Benny Melumad is based in New York, joined Warburg Pincus in 2020, and is a Managing Director in the Digital Strategy & Innovation group. Benny supports Warburg Pincus' portfolio companies in their technology, engineering, cloud, and cybersecurity 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 an MBA in Finance from Baruch College.

Warburg Pincus

Warburg Pincus LLC is the pioneer of global growth investing. A private partnership since 1966, the firm has the flexibility and experience to focus on helping investors and management teams achieve enduring success across market cycles. Today, the firm has more than $86 billion in assets under management, and more than 220 companies in their active portfolio, diversified across stages, sectors, and geographies. Warburg Pincus has invested in more than 1,000 companies across its private equity, real estate, and capital solutions strategies.

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 or follow us on LinkedIn.

Kate Migliaro

Managing Director, Talent and Organization Performance, Portfolio Operations, Blackstone

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.

Jeffrey Malcolm

Value Accelerator Operating Advisor, Goldman Sachs Asset Management, Goldman Sachs

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.

Aaron Miller

Chairman Apollo Portfolio Performance Solutions, Apollo Global Management

Aaron Miller is a Partner in Apollo’s Private Equity business and Chairman of Apollo Portfolio Performance Solutions (APPS). He supports our deal teams and the management of its funds’ portfolio companies to drive more successful investment outcomes and build stronger companies. Aaron has served on the board of several Apollo portfolio companies, including Avaya, McGraw-Hill Education and TechData Corporation. Prior to joining Apollo in 2019, Aaron was Chief Operating Officer of Catalina Marketing, where he was responsible for Innovation & Customer Delivery, which included Product, Technology, Analytics, Operations and Solutions in Europe, Japan and the US. Previously, he served as Operating Director at Berkshire Partners and was a Partner with Bain & Company where he held various leadership roles before that. Earlier in his career, Aaron also held key product and operations leadership roles with General Mills and Cereal Partners Worldwide, a joint venture between General Mills and Nestle, in the US and Latin America.

Aaron received his MBA from Wharton and his BS in Chemical Engineering from Northwestern University and is fluent in both Spanish and Portuguese.

Lloyd Metz

Managing Partner, ICV Partners

Lloyd Metz is a Managing Partner at ICV Partners, a private equity firm based in Miami that invests in US middle-market companies. He is a director of several ICV portfolio companies. Lloyd joined ICV in 2002 and has been involved with many of ICV’s business service and food investments.

Prior to joining ICV, Lloyd was with the New York-based private equity firm Warburg Pincus. Prior to Warburg, he was in the high yield capital markets group at Morgan Stanley and an investment banker with JP Morgan.

Lloyd is a trustee and vice chairman of the Brooklyn Botanic Garden and treasurer of the National Association of Investment Companies. He received a B.S. in Industrial Engineering from Stanford University and his MBA from Harvard.

ICV Partner:

ICV Partners is a private equity firm founded in 1999 that invests in lower middle market companies across North America. Headquartered in Miami, ICV works with experienced founders and management teams through family successions and corporate divestitures to grow and strengthen market-leading, high-margin businesses.

We have built 35 platform companies to date, through deep expertise in strategic growth, operational improvement, and disciplined capital structures. ICV adds value through thoughtful analysis, collaborative partnerships, and targeted acquisitions.

The firm focuses on companies in Business Services, Non-Discretionary Consumer Services, and Food & Beverage with revenues of $25–250 million and EBITDA of $5–25 million. ICV seeks businesses with strong management, leading market positions, and durable growth potential.

Sean Mooney

Founder ＆ CEO, BluWave

Sean is a former NY-based private equity partner turned founder and CEO of BluWave, an innovative market network trusted by many hundreds of top PE firms to connect them with the best of the best service providers needed for due diligence and value creation.

Sean founded BluWave to solve his own problem while he was in PE, during which time he had constantly changing needs, required varied third parties to address them, had no good way to find the right providers for each need and had no time to adequately vet them. He realized a PE-grade market network would be a game changer for his deal team and operating partner peers. In 2016, Sean spun out of PE to create a new category and solve a meaningful problem for fellow business builders.

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

Lindsey Moorley

Chief Financial Officer, Elite Technology

Lindsey Moorley is the Chief Financial Officer of Elite Technology, a role she has held since 2023. In this capacity, she led the company through a successful exit from TPG to Francisco Partners, demonstrating her ability to drive value creation and navigate complex transactions. Lindsey oversees all aspects of financial strategy, including corporate development, strategic planning, sourcing, and infrastructure. She partners closely with leadership to shape commercial strategy and implement process improvements across the organization.

With over 20 years of experience, Lindsey brings expertise in private equity, transformational growth, M&A, and operational efficiency. She has led businesses through transformational growth most recently at NielsenIQ, a $3B global software and information services company held by Advent International, where she led over a dozen acquisitions, including a $1B merger with GfK.

She holds a Bachelor of Science in Business Administration from Boston University and an MBA from UNC Kenan-Flagler Business School.

Katelyn Moorhead

Director of Procurement, GTCR

Katelyn joined GTCR in 2022 as the Director of Procurement. Prior to GTCR, she was a Director at PwC in Procurement & Strategic Sourcing working with middle market clients and began her career in the assurance practice. Katelyn is a Certified Public Accountant and holds a BS in accounting from San Diego State University.

GTCR:

Founded in 1980, GTCR is a leading private equity firm that invests behind The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through organic growth and strategic acquisitions. GTCR is focused on investing in transformative growth in companies in the Business & Consumer Services, Financial Services & Technology, Healthcare and Technology, Media & Telecommunications sectors. Since its inception, GTCR has invested more than $30 billion in over 290 companies, and the firm currently manages approximately $50 billion in equity capital. GTCR is based in Chicago with offices in New York and West Palm Beach. For more information, please visit www.gtcr.com or follow on LinkedIn.

Mitchel Nakken,

Managing Director, Head of Strategic Finance, Accordion

Mitchel is a Managing Director and the Head of Accordion’s Strategic Finance Practice. Bringing over 15 years of experience in corporate finance, FP&A, and M&A advisory, Mitchel elevates PE-backed clients’ finance functions through data-enabled technology and value creation initiatives within the office of the CFO. He has specific expertise in financial and operational modeling, working capital planning, and performance management.

Prior to Accordion, Mitchel served as a Senior Managing Director and Co-Head of Consulting at Palm Tree LLC. There, he was a key player in founding and growing the firm’s consulting service lines (Strategic Finance, Accounting Advisory, Data & Analytics and Operations) and was responsible for building a sophisticated team with experience across a breadth of financial and operational disciplines—including FP&A, M&A, treasury, accounting, and performance improvement—for companies ranging from $50M to over $2B.
Prior to Palm Tree, Mitchel worked at FINNEA Group, where he established and expanded the firm’s Performance Improvement Practice. He began his career at Plante & Moran Corporate Finance, where he advised on buy- and sell-side transactions.

Mitchel graduated with distinction from Michigan State University, with a B.A. in Finance from the Eli Broad College of Business as a Financial Markets Institute Scholar.

Gautam Narasimhan

Director, Private Equity, Sana Labs

Gautam leads the Private Equity practice at Sana Labs, where he partners with investment managers to navigate AI adoption and translate frontier technologies into measurable value creation. He brings a cross-functional perspective at the intersection of capital deployment and artificial intelligence—advising on strategy, diligence, and portfolio transformation. Previously, Gautam was an investor at Advent International across consumer and technology businesses covering digital platforms, consumer tech, gaming, and CPG. While at Advent, he led early initiatives to embed AI/ML into sourcing and diligence processes. His experience also spans strategic consulting at Bain & Company and operational optimization at YouTube. Gautam holds an MBA from Wharton and a B.S. from the University of Pennsylvania.

Sana Labs:

Sana is an AI company pioneering the next generation of knowledge tools for the enterprise. Its agent platform augments data-room diligence, internal research, complex document 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 was featured on the Forbes AI 50 list as one of the most promising business use-case developers in artificial intelligence. In 2025, Sana was acquired by Workday in the largest AI acquisition in Europe, marking a major milestone as its technology becomes the foundation for a new era of intelligent, connected work.

Beth Neumann

Partner and Head of Portfolio Operations, Kelso

Beth joined Kelso in 2021 as Head of Portfolio Operations. At Kelso, she has built a value creation team focused on addressing common challenges and opportunities in mid-market PE companies. The team helps support strengthening core capabilities - finance, technology, business intelligence, communications, and M&A integration. Prior to Kelso, Beth spent two years as a senior member of the portfolio operations team at Sun Capital Partners. Earlier in her career, she served as President and CEO of Starboard Cruise Services, a global retailer owned by LVMH, and held executive roles at Avon, Atkins Nutritionals, Kraft Foods, and Andersen Consulting. Beth has an Engineering degree from Cornell University and an MBA from Harvard Business School. She lives in New York City with her husband and three teenage sons.

Kelso

Kelso is a North American-focused middle-market private equity firm founded on the principles of partnership and alignment of interest championed by Louis Kelso, the inventor of the Employee Stock Ownership Plan (or ESOP). Kelso’s history drives a deep commitment to aligning the interests between the Firm’s partners, management teams, strategic partners, and limited partners. Over the last 40 years, the firm has built a strong track record of investing in and growing middle-market companies in the financial services, business services, and healthcare services sectors, as well as consumer carve-outs.

Pardis Nasseri

Chairman and CEO, Palm Tree

Pardis Nasseri is a driven entrepreneur and the architect of Palm Tree, the value-creation partner for private equity firms. The firm supports both pre- and post-transactions through the foundations of Finance & Accounting, Operations, Data & Analytics, and Capital Solutions. Over his career, Pardis has been directly involved in M&A transactions exceeding $30 billion in value.

He began his career with PwC’s transaction services practice, later working as an investment banker at Jefferies and as an investor with Platinum Equity. In 2010, he founded Palm Tree, growing it from a boutique consultancy into a nationwide enterprise. Today, the firm executes engagements worldwide.

The Los Angeles Times has recognized Pardis as a Banking & Finance Visionary, and The Los Angeles Business Journal has recognized Pardis as a Private Equity Leader of Influence. He is an active member of the Young Presidents' Organization (YPO) and is currently the chair of the Santa Barbara chapter. He is a graduate of UC Santa Barbara and an alumni of Harvard Business School (OPM 62).

Palm Tree

Palm Tree is the value creation partner for private equity firms. The firm supports both pre- and post-transactions through the foundations of Finance & Accounting, Operations, Data & Analytics, and Capital Solutions. It integrates its services into a single-source platform that advises and executes strategic initiatives, powering transactions, transitions, and transformations.

Founded in 2010, Palm Tree was born out of private equity and approaches engagements with the results-driven focus of owners and operators. Its teams draw on experience in private equity, financial consulting, Big Four accounting, investment banking, and business operations to deliver on the time-sensitive, uncompromising demands of strategic events.

Manoj Narayanan

Managing Director, Crosslake

Manoj is a technology operating executive who specializes in transforming B2B software companies by aligning the product portfolio and investment thesis for maximum value. Over the past two decades, he has built and delivered software products as both an operator and advisor, honing his expertise in product development and product and technology diligence across the Americas, Middle East, Europe, and India. In addition to roles as CTO at Real Chemistry and Cognizant Technology Solutions, Manoj has significant experience on the advisory side as Managing Director, Technology & Product Development at Vista Consulting Group; Managing Director, Technology at GTCR; Principal at CapGemini; practice leader at Cognizant and consultant at AT Kearney. In addition, he is also an investor himself in seed-stage, B2B firms. Manoj holds an MBA from the Indian Institute of Management Ahmedebad.

Kaitlyn Nealon

Parter, Operations, American Industrial Partners

Kaitlyn Nealon is a Partner on the Operations Team at American Industrial Partners (AIP), where she focuses on operational underwriting, portfolio value creation, and pricing and commercial initiatives across the firm’s portfolio. She holds dual master’s degrees from the Massachusetts Institute of Technology (MIT)—an MBA from the Sloan School of Management and an M.S. in Mechanical Engineering from the School of Engineering—as part of the Leaders for Global Operations (LGO) program. She also earned her B.S. in Mechanical Engineering with a minor in Biomedical Engineering from MIT.

American Industrial Partners:

American Industrial Partners (“AIP”) is an operationally-oriented middle market private equity firm that is distinctively focused on buying and improving industrial businesses with operations in the U.S., Canada, and other developed markets. The AIP team has deep roots in the industrial economy and has been active in private equity investing across three economic cycles. AIP has completed over 125 platform and add-on acquisitions and invests in all forms of corporate divestitures, management buyouts, recapitalizations, and going-private transactions of established businesses. AIP manages over $16 billion of private equity capital on behalf of its limited partners. Our diverse partnership group comprises many of leading global institutional investors including public and corporate pension plans, sovereign wealth funds, insurance companies, fund of funds, foundations, university endowments and other private and public funds. In addition, all AIP partners invest meaningfully in each of our funds and in every transaction.

Todd Miller

CEO, Risk International

Todd Miller joined Risk International in 2015 as Chief Growth Officer. By 2016, he was promoted to President and, in July 2017, named CEO. As CEO, Todd is a key member of Risk International’s development team and board, primarily responsible for leading the company’s commercial activities and spearheading sales and marketing initiatives. Todd is also instrumental in identifying opportunities for expanding Risk International's service offerings, providing strategic vision and guidance, and setting long-term goals for the organization.

Todd has over 20 years of experience supporting private equity funds and their portfolio companies with their risk and benefits needs. Before joining Risk International, Todd spent 15 years overseeing risk management and benefits services at Oswald Companies. He finished his tenure as Senior Vice President and Managing Director of the Columbus, Ohio office.

Risk International is an independent insurance, risk management consultant, and employee benefits advisor, delivering solutions through data and analytics. With no ties to the insurance industry, we align exclusively with our clients, providing unbiased support in navigating the changing insurance market. Our independent client-centric approach is evident in our transparent fee-for-service model, with 100% of fees directly paid by clients, eliminating conflicts of interest.

Recognizing that companies invest in insurance to shield themselves from financial losses, we understand the intricacies of securing appropriate coverage can be overwhelming. Leveraging our expertise and resources, we collaborate with clients to develop optimized insurance programs that are practical and cost-effective, ensuring that the insurance programs align precisely with our client's unique needs.

riskinternational.com

Paul Pan

Private Equity & Asset Management Leader, Deal Advisory & Strategy, KPMG, US

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.

Richard Perez

Principal, Sales ＆ Go-to-Market, Apax Partners

Richard Perez is a Principal in the Sales and Go-To-Market Practice in the Operational Excellence Practice. He joined Apax in 2021 and is based in Wilmington, North Carolina. He has supported several portfolio companies, including Authority Brands, Bonterra, ClearBank, Cyderes, Faculty, Openlane, MetaMetrics, Petvisor, Pricefx and several others.
Prior to joining Apax, he was an independent consultant advising organizations across different industry segments, small and large, focusing on growth strategy and revenue operations. Richard has spent most of his 25-year career in high growth environments, including several years at the Corporate Executive Board (now Gartner) and the Business Talent Group, using that experience to enable the growth of his clients in the healthcare, professional services, legal services and SaaS industries.
Richard supports portfolio companies with their growth strategy, and partnering with leadership teams on sales and go-to-market initiatives that enable revenue growth.
Originally from Texas, Richard holds a BBA from West Texas A&M University.

Apax Partners

Apax Partners LLP ("Apax") is a leading global private equity advisory firm. For over 50 years, Apax has worked to inspire growth and ideas that transform businesses. The firm has raised and advised funds with aggregate commitments of more than $77 billion. The Apax Funds invest in companies across three global sectors: Tech, Services, and Internet/Consumer. These funds provide long-term equity financing to build and strengthen world-class companies.

Eric Palmer

Operating Advisor and Board Member

Eric Palmer is an active operating partner with Hg and EQT. He currently is on the Board of Directors at Aceve, AuditBoard, Benevity, BillTrust, CaseWare, Ideon, and WorkWave . Eric is a serial C-level executive and company growth strategy advisor with extensive history in operations and finance.

An expert in software, service, and SaaS businesses, Eric has orchestrated private equity financings, venture capital investments, IPOs, private and public debt financings, acquisitions, roll-ups and other strategic initiatives. He is passionate about creating value in growth-stage companies. Eric’s programs and strategies have driven successful exits for several high-growth companies.

Eric earned a Business degree from the Wilfrid Laurier University, one of Canada’s top-ranked business schools, and is an accredited Chartered Accountant, a Certified Management Accountant, and a CPA.

Souvick Paul

Center of Excellence-Principal, Technology and Innovation, Frazier Healthcare Partners

Souvick joined Frazier Healthcare Partners in January 2025 as Principal in the Center of Excellence for Technology & Innovation, bringing more than 20 years of leadership in the technology industry. He supports Frazier’s diligence efforts on potential acquisitions, drives the institutionalization of technology best practices, and partners with portfolio company CTOs, CIOs, and senior executives through strategic advisory, mentoring, and coaching.

Over the course of his career, Souvick has delivered more than $400 million in EBITDA improvement through technology-enabled value creation. His expertise spans product modernization, enterprise IT transformation, sourcing strategy, digital innovation, and aligning leadership teams with operational priorities to achieve sustained growth.

Prior to joining Frazier, Souvick spent nearly a decade with leading multi-strategy investment firms, including Cerberus Capital Management and Brookfield Asset Management, where he served as Vice President in portfolio operations. In these roles, he led initiatives across product strategy, technology carve-outs, integrations, and scalable IT infrastructure design to unlock value across diverse portfolios.

Earlier in his career, Souvick spent over a decade in IT services and consulting, including as an Engagement Manager with EY’s Transaction Advisory Services practice. As one of the founding members of EY’s PEVC team, he led technology diligence and signed-to-close planning for private equity clients.

Born and raised in India, Souvick holds a Bachelor’s degree in Electronics Engineering from Amravati University and an MBA from the Indian Institute of Management (IIM) Lucknow.

Frazier Healthcare Partners is a leading private equity firm dedicated to building enduring healthcare companies that improve quality, access, and affordability of care. Founded in 1991, Frazier has over three decades of experience investing across healthcare services, biopharma, and medical products. With more than $7.8 billion in assets under management and 11 dedicated funds, the firm partners with exceptional management teams to accelerate growth, drive innovation, and create long-term value.

Frazier’s approach blends deep sector expertise with a collaborative, hands-on model that emphasizes responsible investing and ESG integration. The firm actively supports portfolio companies in areas such as workforce diversity, patient safety, data security, and sustainable operations. With a team of over 80 professionals and a network of industry advisors, Frazier is recognized for its track record of top-quartile returns and commitment to improving healthcare outcomes for patients and communities worldwide.

Randy Patterson

Managing Director, Blackstone, Blackstone

Randy Patterson is a Managing Director of Human Capital on the Blackstone Operating Team. He is involved with building and developing world-class leadership teams and organizations across the portfolio with the capabilities to create value and improve performance.

Mr. Patterson has spent more than 25 years focused on helping organizations to drive transformation and growth through effective human capital strategies and talent management practices. Prior to joining Blackstone in 2021, he served as Chief HR Officer for Wilsonart, a leading private equity-sponsored global manufacturer and distributor of engineered surfaces used in the office, education, healthcare, residential, hospitality and retail markets. Prior to Wilsonart, he served as the Chief HR Officer for BlueLinx, a previously private equity-controlled public company and leading distributor of building products across North America. Mr. Patterson has also served in various other HR leadership roles throughout his career, including Senior Vice President of HR for Wholesale Banking at SunTrust Bank (now Truist Bank) and HR Director for U.S. Operations, Pro Sales and Customer Service for The Home Depot.

Mr. Patterson earned his bachelor's degree in business management and his master’s degree in business administration from The J. Mack Robinson College of Business at Georgia State University in Atlanta, Georgia. He has also served on the board of directors for several leading HR associations focused on the development and effectiveness of HR leaders and professionals.

Blackstone

Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s $1.2 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds.

Regina Penn

Managing Director, Warburg Pincus

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.

Daniel Perry

Resource Partner Sales Excellence, Court Square Capital Partners

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

Co-Founder, CEO, Catalant Technologies

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.

Drake Pruitt

Operating Partner, Clearhaven Partners

Drake Pruitt is an Operating Partner with Clearhaven Partners where he leads value creation for portfolio company product and innovation. Drake has more than 30 years’ experience in enterprise software leadership. He joined Clearhaven Partners from Amazon Web services where he served as a senior innovation advisor on the global private equity business team. Working with operating partners, and portfolio company executive teams from the world's leading private equity investors, Drake helped to accelerate digital transformation, innovation using Amazon practices, and delivery of AI-driven products.

Prior to Amazon, Drake served as Vice President for Anaconda, the leading open-source platform for scaling enterprise AI. Previously, Drake has also served as CEO of PE-backed Openforce, where he led the company through a full-scale digital transformation and modernization. Earlier in his career, Drake served in senior executive roles for public companies, including Ascent Media (sold for $1.1B), as Aquantive (sold for $6.1B) and for Nextel (sold for $35B). A graduate of UPenn, Drake holds a Bachelor's degree in economics and operations analysis, and he has completed post-grad programs at MIT and Oxford.

Clearhaven Partners

Clearhaven Partners is a Boston-based private equity firm focused exclusively on investments in software and technology businesses. Clearhaven was founded in 2019 by an investor-operator team to partner with differentiated, growing software and technology companies in the lower middle market. Clearhaven invests thematically, proactively targeting software investments in companies that address sources of long-term technology demand. Clearhaven brings a collective 50+ years of software investing and operating experience to its portfolio companies through its partnership approach to value creation to help companies scale profitably. Clearhaven manages more than $1 billion in AUM as of June 30, 2025. Visit www.clearhavenpartners.com.

Ryan Parker

CEO, EP Wealth Advisors

Ryan Parker is Chief Executive Officer of EP Wealth Advisors (A Berkshire Partners portfolio company), a rapidly scaling wealth management firm. Ryan joined EP Wealth in 2021, bringing more than 25 years of experience spanning asset and wealth management, executive leadership, and industry innovation.

Prior to EP Wealth, Ryan served as President and CEO of Wealth Management at Citizens Bank, CEO of Edelman Financial Services, and as a Managing Director at LPL Financial, following early-career roles at Putnam Investments, Franklin Templeton Investments, and Russell Investments. He has also contributed to the industry as Vice Chairman for Lefteris Acquisition Corp. and as an advisor to private equity, venture capital, and consulting firms.

Ryan is recognized for building sustainable businesses and fostering cultures of accountability and growth. He holds a BA from the University of Michigan and completed executive education in finance and accounting at Stanford Graduate School of Business.

Marshall Phelps

Managing Director, MidOcean Partners

Marshall Phelps currently serves as Managing Director, Business Services on the Private Equity Investment Team. Prior to joining the firm, Marshall was Managing Director and senior member of the Telecommunications, Media ＆ Entertainment group at Lazard.

Marshall’s interests outside of work include tennis, live music, and outdoor adventures.

Education: Colgate University, B.A. ＆ Fordham University School of Law, J.D.

Current and Prior MidOcean Boards: Smith System＆GSTV

Prerak Vohra

Managing Director, Goldman Sachs Asset Management

Prerak Vohra is Managing Director at Goldman Sachs Asset Management in their Private Investing Business. He leads the Digital and Technology Value Accelerator Capability and works with portfolio companies driving both strategy and execution of their Digital Value Creation plans. Prior to joining Goldman, Prerak spent several years leading Digital Transformation practice in McKinsey focused on Financial Services clients. Prerak has worked in several geographies and continues to have a global responsibility in GS.

The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management and consumer banking to a large and diversified client base that includes corporations, financial institutions, governments and individuals.

Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

Mike Quigley

Group Vice President, Workday

Group Vice President US Sales – Medium Enterprise

Mike joined Workday in 2014 and has worked to build Workday’s Medium Enterprise group into a thriving business unit. Mike is responsible for sales, strategy, and the overall go-to-market approach for his group of Sales Leaders and Account Executives. Prior to joining Workday, Mike spent five years at ADP in direct selling and sales leadership roles. He is a proud graduate of Purdue University.

Workday:

Workday is the AI platform that helps organizations manage their most important assets – their people and money. The Workday platform is built with AI at the core to help customers elevate people, supercharge work, and move their business forever forward. Workday is used by more than 11,000 organizations around the world and across industries – from medium-sized businesses to more than 60% of the Fortune 500. For more information about Workday, visit Workday.com.

Tory Ramaker

Senior Partner and Co-Head, Vistria Portfolio Resources Group, The Vistria Group

Tory Ramaker is a Senior Partner and Co-Head of Vistria’s Portfolio Resources Group, leading a team that supports portfolio companies on value creation planning, as well as targeted growth and operational initiatives.
Prior to joining Vistria, Tory was a Senior Managing Director and head of the Healthcare Practice at Blue Ridge Partners, a specialty consulting firm focused on revenue growth. He previously led Corporate Business Development for Baxter International, was a General Manager at Hospira Worldwide, and an Engagement Manager at McKinsey & Company. Tory began his career at Goldman Sachs in Investment Banking and Principal Investing.
Tory received a B.A. in Finance from the University of Illinois and a M.B.A. from Harvard Business School.

The Vistria Group

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 $17 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 vistria.com

Ranjan Rath

Operating Partner, Vector Capital

Ranjan is an Operating Partner on the Value Creation team and joined Vector Capital in 2025.

Ranjan brings over 18 years of experience in Private Equity and M&A where he worked on over 100+ deals including buy-side and sell-side diligences, merger integrations with synergy realization, carve-out planning and execution, Day One and 100 planning/execution, rapid and lean stand-ups for carve-outs and agile cost and operating model transformations across different functions with a focus on technology sector in the middle market.

Ranjan’s special areas of expertise and interest include getting PE-backed companies ready for exits whether it is enterprise sale or carve-outs to extract maximum value possible.

Prior to joining Vector, Ranjan spent 14+ years with EY-Parthenon in San Francisco (and other global offices) leading engagements for Private Equity sponsors and their portfolio companies including middle market and fortune 500 technology firms.

Ryan Richards

Vice President, GTM, Chassi

Ryan Richards is a Go-to-Market executive with a track record of building and scaling revenue engines across private-equity-backed software companies. He currently leads Go-to-Market at Chassi, a SaaS company serving private equity portfolio companies with an AI-native value-creation platform that helps operating partners and the portfolio companies identify churn risk, expansion opportunity, revenue leakage, and working-capital improvements—enabling faster, data-backed decisions.

Previously, Ryan spent over six years at Vista Equity Partners as a Director in the Value Creation team, partnering with CROs, CFOs, and CCOs across the portfolio to drive commercial transformation, GTM alignment, and customer retention initiatives. He also launched a leadership development program for portfolio executives to share best practices across companies.

With prior experience in sales, customer success, and consulting, Ryan brings a full-funnel view of value creation and a bias toward practical execution—helping investors and operators scale what works and create durable growth.

Ranjith Rajendran

Vice President, Consulting ＆Private Equity Practice, TBM Consulting Group

Ranjith Rajendran is the Vice President of Private Equity Practice and Consulting at TBM Consulting Group. He works closely with private equity firms to conduct pre- and post- operational due diligence and partners with portfolio companies to execute rapid operational and supply chain performance improvements that align with the value creation thesis.

With deep hands-on operational leadership experience and a track record of driving EBITDA improvement, inventory optimization, and working capital reduction, Ranjith is a trusted advisor for accelerating value creation. His industry background spans aerospace and building products, including executive roles at Safran Cabin and Zodiac Aerospace, as well as engineering leadership at Pella Corporation.

Ranjith holds an MBA in Operations Management from The University of Iowa, is a Six Sigma Black Belt, and a U.S. patent holder.

Charlie Redlick

Managing Director, Warburg Pincus LLC

Charlie Redlick is based in New York, joined Warburg Pincus in 2015, and is a Managing Director in the firm’s Value Creation group. He was previously a Managing Director in the firm’s Industrials group, where he was active from inception in the firm’s investments in Service Logic, Reorg Research, BradyPLUS, Infinite Electronics, Pregis, and SPINS. Prior to joining Warburg Pincus, Charlie worked at Bain Capital in Boston.

Warburg Pincus LLC

Warburg Pincus LLC is the pioneer of global growth investing. A private partnership since 1966, the firm has the flexibility and experience to focus on helping investors and management teams achieve enduring success across market cycles. Today, the firm has more than $86 billion in assets under management, and more than 220 companies in their active portfolio, diversified across stages, sectors, and geographies. Warburg Pincus has invested in more than 1,000 companies across its private equity, real estate, and capital solutions strategies. 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.

Ryan Renner

Principal, Technology Consulting, EY

Ryan Renner is a Principal in the Private Equity practice, specializing in AI and data-led value creation. With over 20 years of experience, he has served as both a consultant and PE operator. As an advisor and transformation executive at New Mountain Capital, he focused on monetizing services and advising Investment and Deal Partners on the role Digital could have in future value creation strategies. His experience with Big Four Firms and strategy houses included leading Business Analytics (S&O Analytics) and AI & Automation practices and standing up PE practices. Ryan works across Investment and Operating teams to identify value creation opportunities and define analytical-led transformations, helping clients build a solid foundation of data and capabilities for long-term value and exit readiness. Pulling from experience across a wide range of sectors and functional roles, Ryan helps private equity and their holdings drive faster, differentiated and tangible value.

EY

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.

Dave Richards

Managing Director and Co-Head of the North American Operating Team, SVP

Mr. Richards is a Managing Director and Co-Head of the North American Operating Team.

Prior to joining SVP, Mr. Richards was with Advent International for fourteen years, where he was a senior member of the Portfolio Support Group and head of the North American Operations Advisor program, a team of functional expert former CXOs that partnered with Advent’s portfolio companies. Before Advent, Mr. Richards spent time at Bain ＆ Company and A.T. Kearney. He began his career at Kraft Foods as an engineer in the R＆D group.

Mr. Richards holds a BS in Engineering from Purdue University and an MBA from the University of Chicago Booth School of Business.

SVP:

We are purpose-built to invest in debt, private equity, event-driven and financing opportunities. We combine direct sourcing, financial and operational expertise to calibrate risk, protect the downside and capitalize on the upside.

The firm has established teams of investment professionals, business development executives, operating partners and an advisory council of former senior bank executives and chairpersons. The firm is headquartered in Greenwich, CT and has operated from London since 2004. The firm also maintains a presence in Tokyo and New York.

We are committed to responsible investing according to the principles of our ESG policy.

Joe Rubino

Managing Director and CTO, Co-Head of Portfolio Resources Group, GTCR

Joe joined GTCR in 2022 as Managing Director and Chief Information Security Officer. He focuses on both GTCR security and data privacy, as well as supporting our portfolio companies on similar initiatives. Joe also co-leads the firm’s Portfolio Resources Group, which provides functional support to GTCR’s investment teams and portfolio company leadership.

Prior to joining GTCR, Joe was the Global Chief Information Security Officer at HCL Software and the Chief Information Security Officer at Bloomberg Industry Group. Prior to his private sector experiences, Joe spent 15 years with the Central Intelligence Agency as an Intelligence Officer in the Office of Security. Joe holds a BS degree from Saint Joseph’s University and has completed executive leadership programs at Northwestern University’s Kellogg School of Management, the Harvard Kennedy School and Harvard Business School.

Zorian Rotenberg

Advisory Director, Charlesbank Capital Partners

Zorian works at the Tech Fund at Charlesbank Capital Partners, focusing on deal diligence to identify opportunities for unlocking growth and on value creation for middle-market portfolio companies. He has a dual background in finance/investing and senior executive experience, having grown several global tech companies to successful exits. He started his career in Investment Banking at Merrill Lynch in New York, focusing on M&A and financing transactions within the Financial Institutions Group (FIG). He also worked on the Investment Team, investing in private software investments and later held C-level executive roles, leading global commercial teams. Combining his finance and investing background with executive experience, Zorian brings a unique and diverse perspective to assessing investment opportunities while understanding firsthand what it takes to execute and scale a business. He has shared his insights as a speaker at private equity conferences, including those hosted by PEI and ACG. Zorian majored in Finance, specializing in Investment Management, with minors in Applied Mathematics and Computer Science from Lehigh University. He also holds an MBA from Harvard Business School.

Knut Røsjorde

Operating Partner, FSN Capital Partners

Knut joined FSN Capital in 2018 as CFO and is now an Operating Partner leading the FSN Operating team. He has an extensive experience in leadership after serving as CFO, and later also CEO, at Cosmetic Group and VITA. Prior to that, he was the CFO of the information technology company EVRY. He spent 12 years in senior leadership roles at Aker Solutions including the corporate staff, as CFO of two business areas and leading the Subsea business in Norway/Africa. He started his career at Arkwright as a strategy consultant.
He holds an M.Sc. in Industrial Economics from Norwegian University of Science and Technology and he also completed the Junior Officers School at Royal Norwegian Air Force.

FSN Capital

Established in 1999, FSN Capital Partners is a leading Northern European private equity firm and advisor to the FSN Capital Funds, with more than €4 billion under management and offices in Oslo, Stockholm, Copenhagen, and Munich.

FSN Capital Funds make control investments in growth-oriented Northern European companies, to support further growth and to transform companies into more sustainable, competitive, international, and profitable entities.

FSN Capital Funds seek to create this transformation in a responsible manner through our interaction with each of our portfolio companies and our engagement with their employees, suppliers, the local communities in which they operate, and the environment.

Our ethos, “We are decent people making a decent return in a decent way” defines our core values. We are committed to being responsible investors and having a positive environmental and social impact across our portfolio while achieving market-leading returns.

FSN Capital Funds’ portfolio companies are offered a clear value proposition: the potential to transform Northern European companies into more competitive, international, and profitable entities during the FSN Capital Funds’ period of ownership.

Zarina Saeque

Operating Director, Strategy and Operations, FSN Capital Partners

Zarina joined FSN Capital GER in 2023 as an Operating Director, driving EBITDA and topline growth across portfolio companies in the services, technology, and industrial sectors spanning DACH, APAC, and the US. She applies FSN's repeatable value-creation framework to optimize operations and enhance fund performance during the ownership period.

Prior to FSN, Zarina spent 8 years at Deloitte Digital in New York and Berlin, leading innovation and digital strategy engagements for clients including Meta, Visa, DoorDash, and Apple. She holds an M.Sc. in Management from ESCP Business School in Paris and is certified as a Product Owner, Scrum Master, and Service Designer.

FSN Capital

Established in 1999, FSN Capital Partners is a leading Northern European private equity firm and advisor to the FSN Capital Funds, with more than €4 billion under management and offices in Oslo, Stockholm, Copenhagen, and Munich.

FSN Capital Funds make control investments in growth-oriented Northern European companies, to support further growth and to transform companies into more sustainable, competitive, international, and profitable entities.

FSN Capital Funds seek to create this transformation in a responsible manner through our interaction with each of our portfolio companies and our engagement with their employees, suppliers, the local communities in which they operate, and the environment.

Our ethos, “We are decent people making a decent return in a decent way” defines our core values. We are committed to being responsible investors and having a positive environmental and social impact across our portfolio while achieving market-leading returns.

FSN Capital Funds’ portfolio companies are offered a clear value proposition: the potential to transform Northern European companies into more competitive, international, and profitable entities during the FSN Capital Funds’ period of ownership.

John Sander

Principal, Lightyear Capital

John Sander is a Principal at Lightyear Capital, where he focuses on driving value creation initiatives across the firm’s portfolio. He joined Lightyear in 2022 after five years with Vista Equity Partners’ operating group. Earlier in his career, he served as an Engagement Manager at McKinsey & Company.
Mr. Sander holds a B.A. in Computer Science from Pomona College and was a Fulbright Scholar in Germany, where he conducted research in AI and machine learning. He earned his M.B.A. from the University of Chicago Booth School of Business.

Lightyear Capital

Lightyear Capital is a New York-based private equity firm that partners with growth companies at the nexus of financial services, technology, healthcare, and business services. For over 25 years, Lightyear has worked closely with management and leveraged its industry expertise, network of advisors, and operating resources to accelerate growth and build market leading businesses. Since its founding, Lightyear Capital has raised six funds and deployed more than $5.0 billion across 60 platform investments.

Tim Sanders

Executive Fellow, Harvard Business School

Tim Sanders is an Executive Fellow at Harvard Business School, advising the Digital Data Design Institute. His charter with this fellowship is to democratize AI for business leaders of all types. He was recently named Chief Innovation Officer at G2. He's a NY Times bestselling author of five books with over a million copies in print today.

Chris Satchell

Managing Director, Digital ＆ Technology, CD＆R

Mr Satchell joined CD＆R in 2020. He has built and continues to lead the Digital and Technology practice that spans the CD＆R investment verticals. Prior to CD＆R, he spent twenty-five years in software and technology industries spanning five different CXO roles. These include Chief Product Officer and head of consumer engineering at Comcast, 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. Mr Satchell started his executive career at Microsoft where he helped to build and ship Xbox 360 and was CTO of the Interactive Entertainment Business. He has a B.Sc. (Hons), computing, D.I.S., from Loughborough University.

CD＆R

Founded in 1978, CD＆R is a private investment firm with a strategy of generating strong investment returns by building more robust and sustainable businesses through the combination of skilled investment experience and deep operating capabilities. In partnership with the management teams of its portfolio companies, CD＆R takes a long-term view of value creation and emphasizes effective stewardship and resilience. The firm invests in businesses that span a broad range of industries, including industrial, healthcare, consumer, technology and financial services end markets. CD＆R is privately owned by its partners and has offices in New York and London.

Mark Sattin

Managing Director, Finatal Inc

Mark is Managing Director and a member of Finatal’s Board. He set up our US business and leads the team across North America as it continues to grow. Mark joined the company in its infancy as the third Finatal employee and has played a key role in scaling the team to over 100 employees, where it is today.

He has experience recruiting for and leading various are as including finance, interim management, data and M&A. Mark has over 15 years’ experience of managing successful CFO searches across the private equity market, placing top talent with hundreds of funds across North America and Europe. Mark is based in New York.

Finatal Inc

Finatal is the search partner for private capital investors and their portfolio companies. We recruit world-class talent across international market.

Perfectly placed to work on both permanent and interim assignments, we fuse our extensive expertise and broad network to match the strong candidates with the businesses that complement their ambitions.

Founded in London in 2010 focused on private equity finance hiring, the team has since expanded its expertise to provide a full suite of recruitment for private capital – from fund and investment roles to C-suite executives across portfolio companies and privately-held organizations.

We opened our first European base in Frankfurt, Germany in 2022, before launching in the U.S. – operating from New York and Chicago - in 2023. Our U.S. team is the fastest growing in the business’s history.

Bijal Sheth

Operations Principal, Pamlico Capital

Mr. Sheth, a member of the Operations Team at Pamlico, serves as a board advisor to portfolio companies, aiding in the development and execution of value creation plans. His expertise lies in strategy, segmentation, and go-to-market (GTM) initiatives. He collaborates with management teams and boards to devise growth strategies in sales, marketing, pricing, and customer success. This includes sharing best practices, executing segmentation and pricing projects, and managing the selection and oversight of third-party vendors and consulting firms. Additionally, he leads cross-portfolio functional forums, supports deal teams with GTM diligence, and develops GTM intellectual property.

Before joining Pamlico, Mr. Sheth worked with Vista Equity Partners' consulting group, where he supported growth initiatives for their portfolio companies. Earlier in his career, he held the position of Vice President of Strategy and Customer Management at Thomson Reuters Tax and Accounting and worked as a management consultant with Booz Allen. He holds a BS and an MBA from Rensselaer Polytechnic Institute, specializing in Industrial Engineering.

Pamlico Capital

Founded in 1988, Charlotte-based Pamlico Capital seeks growth and buyout investments of up to $200 million alongside founders and proven leaders across its five target sectors: communications, healthcare IT, information services, software, and tech-enabled services. The firm closed its most recent fund in 2025 at the hard cap of $1.75 billion and has approximately $5.5 billion in assets under management as of June 30, 2025.

Over the past 35+ years, Pamlico has invested more than $5 billion in over 130 platform acquisitions and has built a reputation as a founder-friendly, long-term-focused investor that prioritizes partnership with its management teams. The firm takes a comprehensive and collaborative approach with each of its portfolio companies, assisting with initiatives like strategic planning, portfolio best practice sharing, go-to-market strategy, human capital, and M&A advisory. Pamlico’s culture is rooted in a people-first mentality, which has contributed to its longstanding team and an average partner tenure of approximately 20 years.

Jon Simmons

Operating Partner, Digital & Growth Practice Lead, Apax Partners

Jon Simmons is a Partner in the Operational Excellence Practice where he leads the Digital and Growth Practice. He joined Apax Partners in 2012 and is based in New York.

Prior to joining Apax, Jon was the Founder at Clearsearch Media, a performance marketing agency that built and activated digital strategy for a diverse portfolio of clients. Prior to Clearsearch, Jon was the Director of Marketing at Walkaway Media, an online lead aggregator in the travel space, and also held various positions at priceline.com.
Jon holds a BA in Economics and German from Middlebury College.

Apax Partners LLP

Apax Partners LLP is a leading global private equity advisory firm. For over 50 years, Apax has worked to inspire growth and transform businesses. The firm has raised and advised funds with aggregate commitments of c.$80 billion. Apax Funds invest in companies across three global sectors: Tech, Services, and Internet/Consumer. These funds provide long-term equity financing to build and strengthen world-class companies. For further information, visit www.apax.com. Apax is authorised and regulated by the Financial Conduct Authority in the UK.

Michael Smith

Senior Managing Director, Blue Ridge Partners

Michael E. Smith is a Senior Managing Director at Blue Ridge Partners, where he leads the firm’s Technology, Media, and Telecommunications (TMT) practice. He advises companies on accelerating top-line growth through stronger go-to-market strategies, sales organization design, demand generation, account expansion, sales effectiveness, and large-scale sales transformations.

With over 35 years of experience, Michael has helped Fortune 500 and high-growth companies redesign their commercial models, build world-class lead-generation engines, and drive measurable revenue improvement. His experience spans technology, business services, financial services, and healthcare.

He began his career with McKinsey & Company and later held senior operating roles at Visa International and Publicis/Digitas, all centered on driving sustainable growth and commercial excellence.

Blue Ridge Partners

At Blue Ridge Partners, we focus exclusively on helping companies accelerate profitable revenue growth - the #1 driver of value creation. We’ve earned high marks from private equity firms by delivering material, rapid, and cost-effective results for their portfolio companies.

Our work spans value creation planning, commercial model transitions, strategic pricing, sales effectiveness, and commercial due diligence. Our Managing Directors combine top-tier strategy consulting and operating experience, and we’re known for rolling up our sleeves, taking a pragmatic, hands-on approach, and focusing on the “how” of execution to drive measurable P＆L impact. Increasingly, we help clients leverage Commercial AI to accelerate growth. Through our Commercial AI Center of Excellence (CoE), we guide AI investments toward real business problems and commercial metrics - not just tools - to ensure tangible results.

Since 2002, we’ve partnered with over 130 top tier PE firms and 1,300 companies worldwide to create lasting value across the investment lifecycle.

Subhi Sherwell

Operations Director, TPG Capital

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

Daniel Soroka

Senior Operating Partner, Graham Partners Operating Company

Joined Graham:
2009

At Graham Partners, Dan provides general management support with an emphasis on supply chain, real estate, and procurement related matters across Graham Partners and its portfolio companies. Dan has over 30 years of experience in purchasing, six-sigma quality analysis, operations, real estate, and management. He has expertise in leading and developing global teams, process improvement, negotiations, and project management, in domestic and international locations. He also serves on Graham Partners’ Buyout Gating Committee. Prior to joining Graham Partners, Dan was a director at Ingersoll Rand Company (Trane Technologies). While at Trane Technologies, he focused on indirect spend and real estate, globally. Previous to Trane Technologies, Dan was a general manager at Delta Airlines in its Sourcing Division. Prior to Delta Airlines, Dan worked for GE, where he held various supply chain/operations positions in the US, Italy, and Mexico. Earlier at GE, Dan was in the manufacturing management program.

Past and Present Board Directorships:
ABX, Myers EPS, OptConnect, EasyPak, Eberle

Education:
Dan earned his B.S. and M.S. in Electrical Engineering from Clarkson University, and his M.B.A. from the Kelley School of Business at Indiana University. Dan also holds a lifetime Certified Purchasing Manager designation.

Personal:
Originally from Saratoga Springs, NY, Dan enjoys playing ice hockey and golf in his spare time.

Graham Partners

Graham Partners is a private investment firm focused on investing in technology-driven companies that are spurring innovation in advanced manufacturing, resulting in product substitutions, raw materials conversions and disruptions to traditional end markets. Based in suburban Philadelphia and investing primarily across North America, the firm has access to extensive operating resources and industrial expertise and is a member of The Graham Group. Graham Partners has $6.8B total assets under management, have conducted over 160 acquisitions and investments to date, and 21 active investments.

Rich Sheinfeld

Partner, Performance Transformation, Oliver Wyman

Based out of our Chicago office, Rich co-leads Oliver Wyman North America’s Value Sourcing Practice.

He is a trusted senior advisor with more than 30 years of experience serving the C-Suite of large corporations across a wide range of clients to deliver step change EBITDA results from procurement-led initiatives.

Rich has provided services to a wide range of commercial and private equity clients in sectors such as industrial products, high technology, financial services, automotive, consumer products and aerospace. Known for his business acumen and leadership skills, he has a proven track record of quickly implementing strategic initiatives. He is highly regarded for his ability to build consensus and deliver on transformational procurement and supply chain opportunities.

Rich holds an MBA from Carnegie Mellon as well as a BS in Operations Research and a BA in Economics from Cornell University.

Oliver Wyman:

At Oliver Wyman, we guide clients through high-stakes decisions and transformative moments so they can adapt, grow, and thrive. Our edge? The power of perspective — driven by deep industry insight, specialized expertise, and a spirit of true collaboration.

Our Private capital teams help our clients to achieve best-in-class results, both on deals and post-transaction. We serve private equity firms and their portfolio companies with a focus on delivering a differentiated return on investment across the investment cycle.

Oliver Wyman’s value proposition is focused on breakthrough impact for our clients.

Tom Stephens

Operating Partner, BV Investment Partners

Tom Stephens is an Operating Partner at BV Investment Partners. Prior to BV, he spent 20 years building, leading, and advising software and technology services businesses at places like Cognizant, Attivio (acquired by ServiceNow), Bulger Partners (Acquired by EY), Outcome Sciences (Acquired by IQVIA), and McKinsey & Company. Tom earned his A.B. in Computer Science from Dartmouth College and his M.B.A. from the MIT Sloan School of Management.

BV Investment Partners:

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.

Matt Sommi

Senior Vice President – Private Equity Partnerships, Bespoke Partners

Based in Philadelphia, Matt leads Bespoke’s partnerships with private equity firms across the firm’s suite of services.

Prior to joining Bespoke, Matt spent 8 years in research and business development at GLG, supporting private equity due diligence efforts and building relationships with GLG’s middle market private equity firms.

Matt graduated from Ohio Wesleyan University, where he received his B.A. in Economics with a focus in finance, while competing on the University’s lacrosse team.

Outside of work, Matt can be found cleaning bottles for his daughter, losing to his wife in tennis and exploring the eastern seaboard with his family.

Bespoke Partners:

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

Bespoke-placed executives have driven more than 200 portfolio company exits totaling nearly $600 billion and led over 425 acquisitions, creating more than $200 billion in value for their private

capital sponsors. The firm has placed over 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 and many more.

Saurabh Singh

Partner, AlixPartners

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.

Grant Silow

General Partner, 25madison

Grant Silow is a General Partner at 25madison. A member of the firm’s founding team and Executive Committee, Grant has built and backed several software and tech-enabled services businesses that serve PE-owned businesses. These include Rehearsals (AI digital twins for user research, backed by a16z), Rebuild (AI estimating software for restoration contractors, backed by Gutter Capital), and Virgil (AI agents for investor relations, backed by Vine Ventures).

Prior to 25madison, Grant was a growth equity investor at Summit Partners and GTM leader at Radius Intelligence, a predictive martech business backed by Founders Fund, 8VC and Salesforce. He holds a BA from Johns Hopkins University and an MBA from the Yale School of Management.

25madison:

25madison is an investment platform backed by Apollo Global Management. The 25m platform spans three complementary strategies: company incubation (venture studio), early-stage investing (pre-seed/seed fund), and Transformation Buyouts (25madison Propel).

Across all strategies, we focus on applying AI to legacy industries – creating and deploying technology to modernize operations, unlock new revenue streams, and drive measurable efficiency gains.

25madison serves as a long-term, hands-on partner to founders, management teams, and investors seeking to integrate AI into legacy businesses.

Shivani Tejuja

Advisory Director, Charlesbank Capital Partners

Shivani joined Charlesbank as an advisory director in 2018 to partner with portfolio company CEOs. Her mission is simple -- to accelerate growth and drive digital transformation. Shivani focuses on four key areas: eCommerce, digital marketing, analytics, and technology. She also leads the cybersecurity initiatives across the firm.

Shivani joined the firm from a Charlesbank portfolio company, FullBeauty Brands, where she served as executive vice president and chief digital officer. Previously, she was an operating adviser for Apax Partners leading the digital practice. Prior to Apax, she was multichannel director of New Look, driving a turnaround for the fashion business. She has held senior management roles and directorships at a host of major brands in the US and Europe, including Microsoft, Starbucks, Amazon, Expedia and Voyages-SNCF.
Shivani holds a BA from the University of Pennsylvania and an MBA from London Business School. She lives in New York City. In her free time, she enjoys rock climbing, sailing and diving. She is also a mentor for the Penn Wharton Entrepreneurship program and a guest lecturer at London Business School in the marketing and analytics departments.

Founded in 1998, Charlesbank Capital Partners is a private investment firm with more than $15 billion of cumulative capital raised since inception. The team has a long history of working together, a deep specialization in the middle market and experience investing over multiple business cycles. Known for its consistent, disciplined approach, Charlesbank invests primarily in North America through its flagship private equity, opportunistic credit and technology opportunities strategies, which leverage Charlesbank’s brand and collective insights, resources and networks. Charlesbank is guided by its mission to deliver superior risk-adjusted returns through a best-in-class team and culture. The firm has more than 130 staff members and offices in Boston and New York.

Scott Steele

Chief Operating Officer, Thrive

Scott Steele joined Thrive as Chief Operating Officer in June 2024. Steele brings his expertise in operations management, digital transformation, and business process automation to help Thrive navigate the complexities of the evolving industry and ensure the company continues delivering exceptional value to clients.

Steele joins Thrive most recently from HP, where he served as the VP and Head of Managed Services Systems within the Digital ＆ Transformation Organization. In his role, he was responsible for leading HP’s services transformation and business model enablement. Steele played a pivotal role in transforming HP’s Managed Services Partner business with rapid global scale and expansion. Prior to HP, Steele held several leadership positions in the cloud and data center solutions space at companies like Hewlett-Packard and NER Data Products.

Thrive

Thrive is a NextGen global technology outsourcing provider that empowers small and mid-market organizations to transform their technology into a strategic advantage. Offering a breadth of services from AI and cybersecurity to cloud, compliance, and traditional MSP/MSSP solutions, Thrive’s team of seasoned experts develop strategies that standardize, scale, and automate technology to achieve outsized ROI. From advisory services to a 24×7×365 SOC and NOC, Thrive provides end-to-end IT and cybersecurity management so clients can focus on innovation and growth. With Thrive, your business is always supported and always secure.

Thrive’s private equity portfolio advisory services offer specialized guidance and support to private equity firms managing their investment portfolios. Our expert services encompass a range of strategic initiatives, including operational improvement, risk management, and securing sensitive data. Thrive’s team leverages its deep industry expertise and analytical insights, while working closely with your firm to identify opportunities to enhance performance, increase security, and mitigate risk.

Learn more at www.thrivenextgen.com.

Julie Szafraniec

Chief Human Resources Officer, Operations, Warren Equity Partners

Ms. Szafraniec serves as part of the Warren Equity Partners' Operations Team as Chief Human Resources Officer, Operations, where she is accountable for optimizing the integration of the Human Resources function at the time of acquisition into Warren Equity Partners’ portfolio. She is also accountable for driving talent initiatives that create sustainable Human Resources capabilities across the portfolio to ensure that talent management, talent acquisition and organization effectiveness align to the strategic objectives of each portfolio company.

Ms. Szafraniec has over twenty years of Human Resources experience, with roles of increasing scope and leadership, in the global human resources generalist space, with specialization in global mobility, talent management, executive coaching, and early career and top talent development programs.

Chris Tanner

Director, Paceline Equity

Chris is a Director on the Investment team and leads Portfolio Operations at Paceline Equity where he helps companies define and execute value creation priorities including management team build out, data and analytics, go-to-market effectiveness, and systems and reporting. Prior to joining Paceline, Chris worked for a multi-billion-dollar single family office and spent over 5 years at Kelso & Company where he supported 12 portfolio investments and is credited with developing the firm’s business intelligence playbook.

Chris started his career as a management consultant at Oliver Wyman and received an MBA from Kellogg Northwestern and Bachelor of Science from Brigham Young University. Most importantly, Chris is the father of 2 beautiful girls (thank his wife) and when he’s not working enjoys traveling, skiing and attempting to cook.

Paceline Equity Partners

Paceline is a Dallas-based private equity firm focused on tactical and special situations investments. The firm operates with a highly flexible, industry-agnostic investment mandate that allows the team to invest across private equity, corporate debt and real assets. With a partner group that has worked together for nearly 20 years, Paceline takes a similar partner-centric approach to investing, leveraging decades of experience navigating complexity and embracing market dislocation to simplify and build businesses with enduring value.

Harrison Tull

Associate Partner, JMAN Group

Harrison is an Associate Partner, having joined JMAN in 2024.
He is responsible for managing and maintaining relationships with our private equity clients. As part of his role, he oversees and executes the delivery of data projects to our clients across the PE lifecycle. He is an experienced strategy and operations consultant who focuses on PE growth and EBITDA improvement opportunities, advising PE and portfolio companies on strategy, SG＆A optimization and large-scale target operating model transformation.
Prior to JMAN he spent 4 years leading UK/EMEA for a boutique PE-focused consultancy, and 6 years in PwC’s Operations Excellence Advisory group, advising clients in TMT, Private Equity, Healthcare / Pharmaceuticals, FMCG, Financial and Professional Services, driving transformations across as many as 180 countries.
Harrison holds a BSBA and MBA from Bryant University.

JMAN

JMAN is the commercial data partner that specializes in maximising value creation activities for private equity funds and their portfolio companies. We partner with our clients to address the growing need for investment decisions and value creation initiatives to be backed by reliable, real-time data. When companies partner with JMAN, we combine our data science and data engineering expertise with our deep commercial understanding to deliver tangible, high-value outcomes at pace.
Founded in 2010, JMAN has a global footprint with offices in New York, London and Chennai. Out team of more than 350 experts partner with more than 80 private equity funds and over 200 portfolio companies. Nearly 85% of our business is from recurring partnerships with our clients.
JMAN has been a portfolio company of Baird Capital since 2023.

Joel Trammell

Chairman and Founder, CEO-S

Joel Trammell is co-founder and chairman of CEO-S, which equips CEOs with a proven operating system for delivering predictable performance and growing company valuation. A private equity founder and 30+ year veteran of the CEO role, Joel has led numerous organizations to highly profitable exits. He served as co-founder and CEO at NetQoS, which generated more than 10 times the return on invested capital. His next company, CacheIQ, delivered a 7x return to investors in 18 months. Joel also served as a board member and then CEO of the network services provider Black Box Corporation (NASDAQ:BBOX).

Joel is the author of three books: The CEO Tightrope, The Chief Executive Operating System, and The Manager’s Playbook. He regularly shares his expertise on his Substack, Managing the Future, and has contributed to publications including Entrepreneur, Forbes, and Inc.com. He is the owner of Texas CEO Magazine and chairman emeritus of the Austin Technology Council.

CEO-S:

CEO-S (the Chief Executive Operating System), founded in Austin by veteran CEO Joel Trammell and executive coach Sherif Sakr, equips CEOs with a proven framework for delivering predictable performance. For private equity partners, CEO-S offers a scalable way to strengthen leadership across portfolio companies, aligning CEOs around a proven playbook to grow valuation, reduce risk, and deliver consistent results. Distilling 30+ years of CEO experience into a proven management system, CEO-S’s hands-on training, practical models, and ongoing support transform leadership effectiveness across the entire portfolio.

John Turner

Executive in Residence, Permira Advisers LLC

John “JT” Turner is an executive in residence at Permira and serves on the board of Papaya Global. He is the author of Authentic Sales Leadership: Proven Tactics to Build and Lead Championship Teams and a multi-time Chief Revenue Officer with a track record of building and scaling high-performing organizations. JT has held senior leadership roles at Gartner, Symantec, TriNet (NYSE: TNET), and Chronicle (an Alphabet company), where he consistently drove growth and developed leaders who went on to thrive in the C-suite. At TriNet, he helped lead the company to a successful IPO and recognition as one of the best sales forces in American business. Known for his authentic, culture-first approach, JT brings a practical GTM operational methodology—the Victory Plan Playbook—that aligns accountability, performance, and culture to deliver sustainable outcomes. Today, he shares his experience as an advisor, board member, and speaker focused on operational excellence.

Permira Advisers LLC:

Permira is a global investment firm that backs successful businesses with growth ambitions. Founded in 1985 (originally as Schroder Ventures), the firm advises funds across two core asset classes, private equity and credit, with more than €80 billion in total committed capital. The Permira private equity funds make both long-term majority (Buyout) and minority (Growth Equity) investments in four key sectors: Technology, Consumer, Healthcare and Services. The Permira credit funds have been providing businesses with flexible financing solutions across both Private and Liquid Credit products for nearly 20 years.

On the operations side, Permira employs a dedicated team of sector-embedded value creation professionals who work closely with portfolio management teams to drive

strategic value creation. With 17 offices across Europe, North America, the Middle East and Asia, and employing over 500 people worldwide, Permira combines thematic investing with sector specialization to help companies scale, transform, and deliver long-term value.

Blake Tiemeyer

Director, Growth Acceleration, General Atlantic

Blake Tiemeyer is a Director in General Atlantic’s Growth Acceleration Group. Before joining General Atlantic in 2023, Blake was an Executive Consultant at SBI Growth where he advised private equity and technology clients on commercial due diligence and growth strategy initiatives. Prior to that, he held roles in revenue strategy & operations.

General Atlantic Firm Profile:
General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support for over 830 companies throughout its history. Established in 1980, General Atlantic is a dedicated partner to visionary founders and investors seeking to build dynamic businesses and create long-term value. The firm leverages its patient capital, operational expertise, and global network to support a diversified investment platform spanning Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. General Atlantic manages approximately $114 billion in assets under management, inclusive of all strategies, as of June 30, 2025, with more than 900 professionals in 20 countries across five regions.

Natalie Townsend

Chief Revenue Officer, Consero

Natalie Townsend is the Chief Revenue Officer at Consero Global, the pioneer in Finance as a Service (FaaS) for private equity-backed and high-growth companies.

Townsend architected Consero's GTM strategy from the ground up, driving over a decade of sustained double-digit growth and six consecutive years as Austin's 50 fastest-growing businesses.

A licensed CPA with a master’s in accounting from the University of Texas at Austin, Townsend combines deep financial acumen with modern sales methodology. Her playbooks have helped hundreds of investor-backed SMBs pair operational excellence in finance and revenue functions to accelerate value creation.

Recognized by The Financial Technology Report as one the Top 50 Women Leaders in Financial Technology, Townsend’s approach marries enterprise-level sophistication with the agility that growth companies need, making her a trusted advisor to PE partners seeking to build world-class commercial capabilities within their portfolios.

Consero:

In today’s high-velocity PE landscape, finance can’t afford friction. Consero fuels financial greatness by orchestrating people, process, and technology into a single, high-performance finance function that empowers your portfolio to move fast, stay smart, and scale fearlessly.

Consero’s Finance as a Service (FaaS) model transforms how portfolio companies operate, embedding intelligent automation and advanced analytics directly into the finance core. The result: faster closes, real-time insights, and investor-ready clarity without the disruption of building in-house.

Our proprietary SIMPL® platform curates and integrates best-of-breed AI tools like Sage, BILL and Rillet, ensuring governed data, automated workflows, and forward-looking intelligence that turns data into decisions instantly.

Consero’s modular approach lets CFOs scale effortlessly—from full FaaS orchestration to targeted strategic support—delivering speed, precision, and confidence when it matters most.

Andrew Thoma

Managing Director, Revelstoke Capital Partners

Andrew joined Revelstoke Capital Partners as a Managing Director in the Portfolio Transformation Group in early 2025. Prior to joining Revelstoke, Andrew was an Associate Partner at McKinsey & Company, where he led the Private Equity Procurement Practice and partnered with PE firms to drive procurement value capture and deploy Spendscape, McKinsey’s Spend Intelligence Platform.

He has also led transformations that covered a wide range of topics, including supply chain, manufacturing, working capital, and organizational design. Andrew began his career as an Army Engineer Officer, leading infrastructure projects in Iraq and counternarcotics operations in Peru. He previously worked on operations strategy initiatives for Amazon as part of a graduate research fellowship.

Education

MBA, Massachusetts Institute of Technology

MS, Systems Engineering, Massachusetts Institute of Technology

BS, Systems Engineering, United States Military Academy

Revelstoke Capital Partners:

Revelstoke is a private equity firm formed by experienced investors who focus on building industry-leading companies in the healthcare services, healthcare technology, and health and wellness sectors. Revelstoke partners with entrepreneurs and management teams to execute a disciplined organic and acquisition growth strategy as it strives to build exceptional companies. Revelstoke is based in Denver, Colorado and has approximately $5.5 billion of assets under management. Since the firm’s inception in 2013, Revelstoke has completed 200 acquisitions, which include 30 platform companies and 170 add-on acquisitions.

Kush Tulsidas

Operating Partner, One Rock Capital Partners

H. Kush Tulsidas is an Operating Partner focused on sales and marketing strategy and execution at One Rock’s portfolio companies. He is responsible for assessing the growth potential of companies in the investment stage and improving profitable revenue growth post acquisition. Mr. Tulsidas brings over 20 years of experience building and improving businesses and has worked in both large corporate settings as well as in private equity. Prior to joining One Rock, Mr. Tulsidas ran a consulting firm focused on growing private equity-backed companies in the middle market. Prior to that, he worked with The Riverside Company as an Operating Growth Executive. During his career, he has assisted companies across multiple industries improve sales organizations and processes, implement and drive appropriate key performance indicators (“KPI’s”) and grow revenue.

Previously, Mr. Tulsidas worked for the Nielsen Company, where he spent 9 years in senior leadership roles within the Sales, Consulting and Process Improvement departments. His most recent role at Nielsen was Senior Vice President, Client Consulting where he led the team responsible for servicing and retaining existing clients, growing share of wallet and driving new business in the media industry. Before joining Nielsen, Mr. Tulsidas worked at Cintas Corporation within their International Business and Six Sigma groups. He also founded and exited Soondar Secrets, an Organic Beauty company. Mr. Tulsidas started his career at KPMG in the audit function.

Mr. Tulsidas holds a B.Com. in international business and information systems from Curtin University and University of Illinois, Urbana Champaign. Mr. Tulsidas is also a Six Sigma Master Blackbelt and holds various certifications in Six Sigma, management, sales & negotiation and other trainings.

Founded in 2010, One Rock Capital Partners has ~$5.0 billion of cumulative capital commitments under management. One Rock makes controlling investments in companies with potential for growth and operational improvement using a rigorous approach that utilizes highly experienced Operating Partners to identify, acquire and enhance businesses in select industries. The involvement of these Operating Partners affords One Rock the ability to conduct due diligence and consummate acquisitions and investments in all types of situations, regardless of complexity. One Rock works collaboratively with company management and its Operating Partners to develop a comprehensive business plan focused on growing the enterprise and its profitability to enhance long-term value. One Rock has offices in New York and Los Angeles. For additional information about One Rock Capital Partners, please visit One Rock’s website at www.onerockcapital.com

Underwood, Alexis, OP, NAPA, 24, CROPPED

Alexis Underwood

Managing Director, Wynnchurch Capital

Alexis Underwood is a Managing Director at Wynnchurch Capital, a leading mid-market private equity investment firm. She leads commercial portfolio operations with a focus on driving go-to-market strategy, pricing transformation, and top-line growth. Prior to joining Wynnchurch, Alexis held senior leadership roles at Koch Industries, where she delivered significant profit gains across global markets. Her expertise spans commercial diligence, sales and pricing transformation, and tariff strategy. Known for her collaborative, action-oriented approach, Alexis partners closely with management teams to uncover pragmatic insights and deliver measurable results that accelerate sustained profit growth and multiple expansion.

Wynnchurch Capital:

Wynnchurch Capital is a leading middle-market private equity firm founded in 1999 and headquartered in the Chicago area, with an affiliate in Canada. The firm manages $8.6 billion of assets and partners with U.S. and Canadian companies to unlock growth and profit improvement. Wynnchurch specializes in recapitalizations, growth investments, management buyouts, corporate carve-outs, and restructurings.

Trish Unwin

Chief People and Technology Officer, Keter Environmental Services

Trish Unwin serves as the Chief People & Technology Officer at Waste Harmonics Keter, leveraging over 25 years of experience in human resources, transformation, and operational leadership roles. She leads the technology, data & insight, human resources and marketing teams at WHK. Originally from Australia, she has worked across Asia, Australia and the U.S., applying her commercial acumen to accelerate organizational growth.

Mark Uhrmacher

Head of Digital Transformation and CTO, GrowthCurve Capital

Mark Uhrmacher is the Head of Digital Transformation and Chief Technology Officer at GrowthCurve Capital. Mark has over 30 years of experience across a broad set of technology-enabled companies in senior technology roles. Most recently, Mark was an Executive Director with EY-Parthenon’s Software Strategy Group lead Technical and Product Due Diligence and Value Creation projects on software economy companies on behalf of Private Equity sponsors.

Before EY-Parthenon, Mark completed a four-year engagement with Hearst as SVP of Software Engineering for the Business Media Division, a collection of B2B information assets and SaaS platforms in the Healthcare, Transportation, and Finance verticals. Reporting to the divisional President, Mark’s responsibilities included business unit technology governance, architectural review, internal consulting, and tech diligence on >$2.5BB of acquisitions.

Previously, Mark co-founded and served as CTO of ideeli, an e-commerce website which in five years received more than $100 million in investments, grew to 6 million members with $100 million in revenue, and was ranked No. 1 in the Inc 500 list. At ideeli, Mark managed design and deployment of all technology within the company, including consumer-facing website and business support software.

Prior to co-founding ideeli, Mark held senior roles at Expert Foods, DoubleClick, NetGravity and Oracle. He earned his undergraduate degree in Computer Science and Engineering from MIT and was selected to attend Hearst Management Institute, an internal executive management program at Hearst.

Andrew Walshe

Operating Partner, Strategic Value Partners

Mr. Walshe is an Operating Partner at SVPGlobal focused on Office of the CFO and Value Creation. Previously he led the portfolio operations team at Sightway Capital, the private equity division of Two Sigma and held operating and finance roles at Marlin Equity Partners. Mr. Walshe started his career in consulting working at PwC and A&M in their respective consulting practices.

Strategic Value Partners

A global investment firm focused on opportunistic credit and private equity opportunities in North America and Europe. The firm has established teams of investment professionals, business development executives, operating partners and an advisory council of former senior bank executives and chairpersons. The firm is headquartered in Greenwich, CT with offices in New York, London, and Tokyo.

Katia Walsh

AI Lead, Apollo Portfolio Performance Solutions

Katia Walsh leads Artificial Intelligence within Apollo Portfolio Performance Solutions (APPS).

Katia is one of the first Chief AI officers in the world, with a track record of creating value with emerging tech. She was the first Chief Global Strategy and AI Officer at Levi Strauss & Co., the first Chief Global Data and AI Officer at Vodafone Group, and the first Chief Digital Officer at Harvard Business School. She also co-founded the Chief Customer Office at Prudential Financial and held leadership roles at Fidelity Investments and Forrester Research, Inc.

Katia has received numerous international awards for AI and data leadership and mentorship. She holds a Ph.D. from the University of Missouri-Columbia with specializations in new communication technology and quantitative methodology.

She is the author of “Winning With Generative AI: The 90-Day Blueprint For Success,” with co-author Charlene Li.

Apollo Portfolio Performance Solutions:

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 credit to private 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 June 30, 2025, Apollo had approximately $840 billion of assets under management.

Jonathan Waggoner

Managing Director, SVPGlobal (Strategic Value Partners, LLC)

Jonathan Waggoner, Managing Director. Mr. Waggoner is a Managing Director and Co-Head of the Investment-Operating Team in North America. Prior to joining SVPGlobal, Mr. Waggoner was with New Mountain Capital where he was a Managing Director in their operating group. Prior to New Mountain, Mr. Waggoner served as both Chief Operating Officer and Chief Revenue Officer at Rue La La, an online, off-price retailer, from 2012 until 2015. While at Rue La La, he led operations efforts, including merchandise planning, pricing, inventory management, materials management and production, as well as all direct customer marketing efforts, including customer acquisition, engagement and retention. Earlier in his career, Mr. Waggoner was a senior professional in the operating group at Bain Capital and spent time as a consultant at McKinsey & Company. Mr. Waggoner received an M.B.A. from Harvard Business School, and a B.S. in Mechanical Engineering from Arkansas State University.

SVP

SVP is a market leader in private credit, having invested in the asset class for over two decades. We use a combination of sourcing, financial and operational expertise to unlock value in complex situations.

With roots in distressed investing, SVP’s platform now invests across private debt, event-driven transactions, hard assets (real estate, infrastructure, airplanes, power plants) and special situations private equity. Today, SVP has control or significant influence over 19 businesses, which employ over 90,000 employees.
By employing an opportunistic, flexible investment strategy that pivots capital deployment across our different strategies as the opportunity set shifts, we position ourselves to perform throughout the cycle.

We have a team of over 200 professionals based across three continents, including a longstanding presence in the European market.

Kelly Wagner

Principal, Value Creation and Strategy, Erie Street Growth Partners

As Principal of Value Creation ＆ Strategy, Kelly develops the next-level growth strategies for Erie Street’s portfolio partners across the investment lifecycle. From investment thesis development to enterprise value creation, Kelly partners with the founders and management teams of Erie Street’s partner companies – and Erie Street’s network of operating partners – to unlock the business strategies and operational enhancements that enable our partners to evolve, scale, and deliver next-level outcomes.

With a decade of strategic consulting experience (PwC, Capgemini) and global functional leadership (McDonald’s at Capgemini), Kelly brings industry expertise, operational leadership, and strategic planning experience to Erie Street and its portfolio partners. Kelly joined Erie Street in 2021 after serving as the Global Lead of Strategy, Portfolio Governance, and Engagement for the McDonald’s strategic account at Capgemini.

Kelly holds an MBA from the Quinlan School of Business at Loyola University Chicago and a Bachelor of Science in Psychology from Michigan State University. Kelly serves as a Board Director for Erie Street portfolio companies Quantum Rise, Trailer Park Group, and fiftythousandfeet.

Erie Street Growth Partners

Erie Street brings strategic capital and transformational partnership to highly disrupted, changing business environments to unlock next-level growth.
For more than 30 years, our team of business-builders have partnered with founders, management teams, and investors growing business services companies to maximize potential and deliver outsized outcomes.

John Wang

Managing Director, Portfolio Operations, L Catterton

Mr. Wang is a Managing Director with L Catterton Portfolio Operations where he focuses on operations and margin improvement. In this role, he focuses on ensuring the resiliency, scalability, and efficiency of supply chains across the portfolio. Mr. Wang was previously 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

L Catterton is a market-leading consumer-focused investment firm, managing approximately $37 billion of equity capital across three multi-product platforms: private equity, credit, and real estate. The firm's funds have the ability to invest between $5 million and $5 billion, across the capital structure, in well-positioned consumer businesses. Leveraging deep category insight, operational excellence, and a broad network of strategic relationships, L Catterton's team of more than 200 investment and operating professionals across 18 offices partners with management teams to drive differentiated value creation across its portfolio. Founded in 1989, the firm has made over 300 investments in some of the world's most iconic consumer brands.

John Weaver

Senior Director, Risk International

John Weaver joined Risk International in 2019 and is the Senior Director of Private Equity. He works with the risk management and benefits advisory teams to drive value creation for private equity clients and their portfolio companies.

Before joining Risk International, John held executive roles with insurance consulting and risk management firms, helping companies and their management teams achieve their financial goals by employing data-driven approaches to arrive at favorable outcomes.

John has over 20 years of experience in sales, consulting, and business process outsourcing, having spent over ten years with ADP in several strategy and business development roles.

Risk International is an independent insurance, risk management consultant, and employee benefits advisor, delivering solutions through data and analytics. With no ties to the insurance industry, we align exclusively with our clients, providing unbiased support in navigating the changing insurance market. Our independent client-centric approach is evident in our transparent fee-for-service model, with 100% of fees directly paid by clients, eliminating conflicts of interest.

Recognizing that companies invest in insurance to shield themselves from financial losses, we understand the intricacies of securing appropriate coverage can be overwhelming. Leveraging our expertise and resources, we collaborate with clients to develop optimized insurance programs that are practical and cost-effective, ensuring that the insurance programs align precisely with our client's unique needs.

Visit: https://riskinternational.com

Carsten Weber

Senior Technology Advisor, Ares Management

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.

Nicole Weil

Vice President, Portfolio Operations ＆ Human Capital, Kelso ＆ Company

Nicole Weil, Vice President, Portfolio Operations ＆ Human Capital, joined Kelso in 2023. She supports both Kelso’s Portfolio Operations and Human Capital teams to maximize their impact on portfolio company and firm success. Nicole spent the preceding two years at Veritas Capital in its Portfolio Optimization group. Prior to that, she worked as a management consultant in Alvarez＆Marsal's Corporate Performance Improvement group. Nicole earned an M.B.A from New York University's Stern School of Business and a B.A. from the University of Pennsylvania.

Kelso

Kelso is a North American-focused middle-market private equity firm founded on the principles of partnership and alignment of interest championed by Louis Kelso, the inventor of the Employee Stock Ownership Plan (or ESOP). Kelso’s history drives a deep commitment to aligning the interests between the Firm’s partners, management teams, strategic partners, and limited partners. Over the last 40 years, the firm has built a strong track record of investing in and growing middle-market companies in the financial services, business services, and healthcare services sectors, as well as consumer carve-outs.

Roxi Wen

Operating Partner, Finance Center of Excellence, Insight Partners

Roxi Wen is an Operating Partner at Insight Partners, where she leads the firm’s Finance Center of Excellence and partners with portfolio companies to drive scalable growth, financial discipline, and operational excellence across a broad, multi-stage portfolio. Prior to joining Insight, Roxi served as CFO for both public and private equity–backed companies, including Invitae, Mozilla, Elo Touch Solutions, and GE Critical Power. In these roles, she transformed capital allocation strategies, built and led global teams, scaled operating models, and guided organizations through significant growth, complex M＆A transactions, and successful exits.

Roxi is a CFA® charterholder and holds an MBA from the University of Minnesota.

Insight Partners

Insight Partners is a global software investor partnering with high-growth technology, software, and Internet startup and ScaleUp companies that are driving transformative change in their industries. As of December 31, 2024, the firm has over $90B in regulatory assets under management. Insight Partners has invested in more than 800 companies worldwide and has seen over 55 portfolio companies achieve an IPO. Headquartered in New York City, Insight has offices in London, Tel Aviv, and the Bay Area. Insight’s mission is to find, fund, and work successfully with visionary executives, providing them with tailored, hands-on software expertise along their growth journey, from their first investment to IPO. For more information on Insight and all its investments, visit insightpartners.com or follow us on X @insightpartners.

https://www.insightpartners.com/about-us/media/

Chris Westington

Director of Portfolio Management and Value Creation, BCI

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

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

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

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

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

Jared Wiesel

Senior Vice President, Manufacturing & Distribution, Revenue Analytics

Jared leads the Manufacturing and Distribution practice at Revenue Analytics. Within this role, he runs the company’s Private Equity partnerships, working with Operating Partners to help PortCo executives define, execute, and refine their pricing to drive EBITDA growth. He has 20+ years of B2B pricing experience across industry, consulting, and technology roles.

Revenue Analytics
A pioneer of precision pricing models, Revenue Analytics is an enterprise technology company that partners with leading Private Equity firms and their industrial portfolio companies to solve their most complex pricing challenges.  

Backed by over a decade of experience working with Private Equity, Revenue Analytics created Pricing-as-a-ServiceTM (PraaS) to equip Operating teams with the necessary tools and insights to refine pricing strategies across their industrial portfolio companies. Our data-driven methodology supported by a cross-functional team of industrial pricing experts is proven to create value through sustainable profit growth and improved commercial maturity. 

Learn more about how Revenue Analytics helps PE leaders unlock the full revenue potential of their portfolio at www.revenueanalytics.com (link to: https://www.revenueanalytics.com/md/pricing-as-a-service 

Ellen Williams

Vice President, Growth Acceleration Group, General Atlantic

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

Sandra Wisniewski

President, Beauty and Personal Care of kdc/one

Sandra Wisniewski is the President, Beauty and Personal Care at kdc/one (a KKR portfolio company) where she leads growth, M&A, and brand partnerships in a dynamic, rapidly evolving sector. With a foundation in mechanical engineering and an Executive MBA from the Kellogg School of Management, Sandra has built a career leading organizations through significant transformation - with executive roles spanning the medical device, pharmaceutical, and specialty materials industries.

Prior to joining kdc/one in 2024, Sandra served as President of Materials Technologies at W.R. Grace & Co., and spent 25 years at Baxter Healthcare, where she grew her expertise across quality, R&D, operations, and commercial leadership. Throughout her career, she has championed cross-functional collaboration and innovation, and is recognized for translating strategy into execution and building resilient, high-performing teams.

Achi Yaffe

Managing Director and Head of Portfolio Operations, GI Partners

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

Senior Advisor – Value Creation, Warburg Pincus

Ken Yagen is a Senior Advisor in the Digital Strategy & Innovation Group at Warburg Pincus, where he works with portfolio companies to design and deploy GenAI and agentic AI strategies that drive operational value and product innovation. With over 25 years of leadership experience in technology and product development, Ken has served as Chief Product Officer and in executive roles at Symphony Communications, Box, and MuleSoft. He is an inventor on multiple patents in security and distributed systems. Ken earned a B.S. in Systems Engineering from the University of Virginia, where he serves on the Engineering School Board of Trustees. He also sits on the nonprofit board of the Military Aviation Museum of Virginia.

Warburg Pincus LLC

Warburg Pincus LLC is the pioneer of global growth investing. A private partnership since 1966, the firm has the flexibility and experience to focus on helping investors and management teams achieve enduring success across market cycles. Today, the firm has more than $86 billion in assets under management, and more than 220 companies in their active portfolio, diversified across stages, sectors, and geographies. Warburg Pincus has invested in more than 1,000 companies across its private equity, real estate, and capital solutions strategies.

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 or follow us on LinkedIn.

Paul Zuber

Operating Partner, North American Lead, Hg

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

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

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

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

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

With a vast European network and strong presence across North America, our 400 employees and $75bn in funds under management support a portfolio of 50 businesses, worth over $125 billion aggregate enterprise value, with over 100,000 employees, consistently growing revenues at more than 20% annually.

The largest global event for private equity value creation

Join the world’s leading PE firms to uncover the best methods to deliver cross-functional portfolio optimization at a critical time.

Connect with 500+ operating partners in exclusive networking opportunities and collaborative sessions to uncover the future of PE value creation.

Optimize your portfolio companies

Network with top value creators

Empower your operating team

Agenda highlights

Spotlight interview with Aaron Miller of Apollo Global Management

Lessons from 10+ years as an operating partner

“You have to keep yourself current and our firms are not academies for becoming better operating partners…The PEI Operating Partners Forum is the only academy that exists for Operating Partners.”

Aaron Miller Apollo Portfolio Performance Solutions Apollo Global Management

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Senior Partner and Co-Head, Vistria Portfolio Resources Group, The Vistria Group

AI Lead, Apollo Portfolio Performance Solutions

Partner, Global Head of Operational Excellence, Apax Partners

Head - Value Enhancement Team, HGGC

Operating Partner, Varsity Healthcare Partners

Partner and Head of Portfolio & Via Summa, Summa Equity

Head of Digital Value Creation, KKR

Operations Managing Director, Nordic Capital

Managing Director, Talent and Organization Performance, Portfolio Operations, Blackstone

Director of Procurement, GTCR

Operating Partner, Blue Point Capital Partners

Partner and Head of Portfolio Operations, Kelso

Head of Value Creation, Brighton Park Capital

Vice President, Portfolio Operations ＆ Human Capital, Kelso ＆ Company

Operating Partner, North American Lead, Hg

Vice President, Growth Acceleration Group, General Atlantic

Managing Director, Value Creation, Warburg Pincus

Managing Director, Portfolio Operations, L Catterton

Executive Fellow, AI, Harvard University

Operating Partner, One Rock Capital Partners

Head of NLO Go To Market, Level Equity

Head of Digital Transformation and CTO, GrowthCurve Capital

Managing Director, Wynnchurch Capital

Operating Partner, Finance Center of Excellence, Insight Partners

Kush Tulsidas

One Rock Capital Partners

Greg J. Pappas

Berkshire Partners

Nicole Weil

Kelso & Company

Kush Tulsidas

One Rock Capital Partners

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