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

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

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

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

Zuora

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

Alex Bello is a Director, Technology Strategy at EQT where he provides strategic support and advice to EQTs investment teams and portfolio companies with a focus on product, technology and cyber security. EQT is a purpose-driven global investment organization with $227 Billion AUM and almost three decades of developing companies across multiple geographies, sectors and strategies covering all phases of a business’ development, from start-up to maturity.

Prior to joining EQT, Alex served as the VP of Product at Armory, where he played a key role in bringing a product to market used to deliver software at scale by some of the worlds largest engineering teams. Notably, he was awarded a patent for continuous software deployment, solidifying his expertise in software delivery methodologies. Previously, Alex held a number of Engineering leadership roles including VP of Engineering at Lithium (acquired by Vista Equity Partners and rebranded as Khoros), During his tenure, Lithium grew its revenue 6x and scaled its digital platform to support over 100 million users across hundreds of leading brands globally.

With over 20 years of experience in product and technology leadership, Alex started his career as a Software Engineer. His core expertise lies in building large-scale, highly secure software and data platforms, focusing on scalable product foundations, optimal R&D organizational structures, and driving growth through experimentation and data-driven leadership..

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

William adopts a hands-on management approach to lead organizations through large scale M&A transactions, including carve-outs and separations. William is an expert in leading complex operations and strategic revitalization programs which emphasize efficient organizational design and effective execution. He works to identify and implement solutions to overcome the most challenging problems through insightful analytics and an effective change management process.

He has 19 years of experience in M&A transactions, merger-integrations, carve-outs/spin-offs, operational improvement, and organizational restructurings. Will has extensive experience leading large, global programs with multiple stakeholders.

Prior to AlixPartners, he was a COO at a large business services firm and consulted with Bain and Company, where he focused on mergers and acquisitions, divestitures, and general performance improvement.

William is a graduate of the US Naval Academy and the Wharton School of Business. He served as a nuclear engineer onboard fast attack submarines.

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

Frazier Healthcare Partners

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

Ashley Day, PhD, joined FFL in 2021. Ashley works closely with FFL's portfolio companies advising them on all aspects of talent management including recruiting, compensation, succession planning, retention, team building, and performance management. Prior to joining FFL, Ashley was Chief Talent Officer for an NYC-based mid-market private equity firm. In this role, Ashley was responsible for the overall strategy for human capital development and talent assessment across the portfolio and at the fund level. Earlier in her career, Ashley was a member of the leadership and succession practice at Russell Reynolds Associates in New York. At Russell Reynolds, Ashley worked on a range of leadership assessment, development, team effectiveness and succession planning assignments for senior executives. Ashley received her Ph.D. / Master of Psychology from the University of Adelaide, Australia.

FFL was formed in 1997 to invest in middle-market companies where the firm’s substantial strategic and operating expertise can help management accelerate growth and build better businesses. We are hyperspecialized investors within Business Services and Healthcare Services, two complementary sectors where we have deep expertise, broad networks, and a long track record of success. We bring a high-engagement approach to our investments with the goal of accelerating growth. This strategy has been refined through two decades of experience investing through up and down markets across a wide range of industries in prior funds. FFL firm generally commits $50-200 million to individual transactions and has the ability to make larger commitments in selected circumstances.

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

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

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/.

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

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

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

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

Saragossa

Saragossa is a Technology Solutions organisation with a proven track supporting Private Equity businesses, accelerating their portfolio companies.

For nearly a decade we have provided support leading Private Equity organisations to maximise returns through rapid, specialised technology solutions.

Providing strategic support alongside all of our core services: Project Delivery Consulting, Technology Outsourcing, Staffing, Executive Search, and 3rd party Talent Acquisition.

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

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

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

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

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

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

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.

Mr. Giraldo is a Partner with TPG Growth and TPG Rise in San Francisco. As a member of the Business Building team, he focuses his time on consumer goods, retail, the circular economy and ed-tech. Prior to joining TPG, Ignacio worked in management consulting, finance, startups and the corporate world, including Monitor Company, Goldman Sachs, MercadoLibre, Diageo, SABMiller, and Nike. Ignacio holds Bachelor's degrees in Industrial Engineering and Mathematics from Universidad de los Andes in Bogota, Colombia, and an MBA from the Stanford University Graduate School of Business.

Founded in San Francisco in 1992, TPG has a long history of investing in change, growth, and innovation through a platform that spans private equity, public equity, real estate, and impact investing. TPG now has approximately $85 billion under management with investment and operational teams in 14 offices around the world. For more information, please visit www.tpg.com or follow us on Twitter @TPG

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

Misha Logvinov is a Director (Senior Operating Partner) on the Mubadala Performance Partner team, based in New York City. Mubadala is a sovereign investor with $284 Billion AUM. Misha’s responsibilities include advising the Mubadala’s investment teams and portfolio companies on digital transformation. Prior to joining Mubadala, he was Managing Director and Head of Technology Strategy at EQT Group where he helped build and lead its digital 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 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.

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.

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

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

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

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

Dan Perry joined Parthenon Capital in 2022 as Director, Sales and Commercial Excellence. He has over 30 years of experience in Sales, Sales Leadership and Sales & Marketing Consulting working with private equity, public, 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 Parthenon, Dan founded and managed the Sales Excellence Team for Riverside’s Micro-Cap Fund. The Sales Excellence team accelerated revenue growth for over 37 middle-market portfolio companies in healthcare, financial, manufacturing and business services. Previously, Dan was a Partner at the Brevet Group consulting with Private Equity and Fortune 500 Companies on all aspects of 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.

Parthenon Capital Partners (“Parthenon”) is a private equity firm that partners with and invests in management teams and their companies. We take a research-driven approach within our core sectors where we have sustainable operating and investment experience. We work collaboratively with management teams to create value by building market leaders and accelerating earnings growth through both acquisitive and organic strategies. We believe our specialization and focus allows us to better understand key issues, risks and opportunities and provide relevant resources and insights.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Clayton Dubilier ＆ Rice

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

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

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

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

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

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

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

Brian Smiga is the co-founding partner at Alpha Venture Partners, an innovative late-stage venture fund that invests growth capital in category-leading technology companies (Lime, Wish, Careem, Coupang, Getaround, DoctorOnDemand) sourced from a network of 300+ early stage venture firms. Brian also serves as an advisor to Pritzker Group Venture Capital, a twenty-year-old venture firm that’s invested in 220 technology companies.

Prior to Alpha Venture Partners, Brian was the CEO and founder of Preclick, (sold to Smilebox), where he developed popular photo software licensed worldwide by HP, 3M, Sandisk, Walmart, Costco, CVS, and Walgreens. Prior to Preclick, Mr. Smiga was CEO at 3Path, (sold to Cadmus), an Intel and Goldman-Sachs backed early “Dropbox”, and the SVP of Product & Marketing at 1ClickCharge, an early “Paypal”, where his leadership resulted in a profitable exit to CMGi.

In the 1990s, Mr. Smiga began his career as a developer at Booz & Co, and in Silicon Valley, was co-founder and President of Portfolio Software and Actioneer, where he co-authored five collaboration software patents and licensed award-winning software to Apple, IBM, Lotus, Microsoft, AOL, 3Com, Acco, and Mastercard. Brian received a BA from Swarthmore College, and graduated first with a Masters of Philosophy from Trinity College, University of Dublin, Ireland. Brian is the founder of TEDxAsburyPark.

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

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

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

Subhi Sherwell is a Senior Advisor for TPG Capital with a focus on upgrading the Finance capabilities of TPG healthcare, software, consumer and digital media portfolio companies.
As part of TPG’s Operations team, he has partnered with 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.

Founded in San Francisco in 1992, TPG has a long history of investing in change, growth, and innovation through a platform that spans private equity, public equity, real estate, and impact investing. TPG now has approximately $85 billion under management with investment and operational teams in 14 offices around the world. For more information, please visit www.tpg.com or follow us on Twitter @TPG

Carsten joined Sterling in 2021, bringing over 20 years of technology experience in various leadership roles in both industry and consulting. In his role as Technology Director, he is leading Sterling’s Technology Lever and value creation across the firm’s portfolio through partnering with deal teams and portfolio company management teams, to drive growth and transformation. Carsten’s focus is on the technology journey of a portfolio company from Due Diligence to Value Creation Planning (informed by a strategic roadmap), through execution in key areas such as Data as an Asset (BI), Business Application right sizing and implementation, Cybersecurity Programs, IT Operating Model/Efficiencies realization and M&A Integration Playbook. Carsten holds a B.S. in Electrical Engineering and an M.B.A. in International Business.

Founded in 1982, The Sterling Group is an operationally focused middle market private equity and private credit investment firm that targets investments in manufacturing, distribution, and industrial services companies. Typical enterprise values of these companies at initial formation range from $100 million to $750 million. Sterling has sponsored the buyout of 61 platform companies and numerous add-on acquisitions for a total transaction value of over $14.0 billion. Sterling currently has over $5.0 billion of assets under management.

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

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

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

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

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

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

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

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

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.

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

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

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