Prior to Veritas, Bahaa was a Principal at American Securities where he focused on investments in healthcare and industrials. At Abry, he focused oninvestments in the healthcare, technology, and tech-enabled services industries. Prior to Peterson Partners, Curtis was a General Partner in four venture capital funds at Voyager Capital and Silicon Valley Data Capital. Kate received a BSBA in Finance with a minor in Mathematics from Washington University in St. Louis. Interest paid to investors since 1959. in Economics from Cornell University and an M.B.A. from the Wharton School at the University of Pennsylvania. Prior to Veritas, Joon worked as an investment banking analyst at Evercore in the Chemicals Group. Prior to Veritas, Welles worked as an investment banking Analyst at Bank of America in the Healthcare Group. Prior to Veritas, Yewande was an investment banking Analyst at Morgan Stanley in the Leveraged Finance Group. in Economics from Brown University. from the University of Western Ontario and an M.S., with Honors, from the London School of Economics. Nate is an Associate at Peterson Partners. 1. WebJames Dimitri Partner Aneal Krishnan Partner Jay Longosz Partner T.J. Rose Partner Daniel Sugar Partner Jeffrey Wu Partner Mark Basile Partner, Credit & Capital Markets Founded in the Fall of 2014, LEP manages over $300 million in capital, raised primarily from strategic healthcare partners. and an M.A., awarded simultaneously and with Honors, in Political Science from Yale University. Previously, he was an investment banking Analyst at Barclays in the Consumer Retail Group. Leavitt Equity Partners (LEP) is a value-add, healthcare focused private equity firm. Prior to Veritas, Bruce was a Senior Associate at Ubiquiti, where he primarily focused on developing and leading the company's go-to-marketstrategy for their direct-to-consumer eCommerce platform. Sign up for the very best of the podcast, the blog, resources, and upcoming events once a month. in Finance from the Marriott School of Business and a minor in History. in Accounting. Marc received an MBA from Harvard Business School and a B.A. Thomas holds a B.A. Jonathan holds a BBA, with distinction, from the University of Michigan. Laura holds a B.A. degrees in Economics and Asian Studies from Cornell University and an M.B.A. from The Wharton School at the University of Pennsylvania. Prior to Veritas, Thomas was an investment banking Analyst at Credit Suisse in the Technology Group where he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. in Economics from Cornell University and is CFA charterholder. from Cornell Law School. He led the strategic repositioning, transformation, and dramatic growth of Alion leading to the successful exit of the business in 2021. Matt holds a B.S. Prior to joining Peterson Partners, Dan was an Associate in the Transaction Services group of PricewaterhouseCoopers in New York. Prior toVeritas, Markwas a Director at KohlbergKravisRoberts & Co. ("KKR")where he focused on capital markets transactions and private credit investments across a range of industries. Previously, he was an Associate at Black Diamond Capital Management after beginning his career as an investment banking Analyst at UBS in the Leveraged Finance Group. Previously, Laura was an investment banking Associate at Credit Suisse in the Financial Sponsors Group, focused on structuring and executing leveraged buyouts, dividend recapitalizations, and other debt financings. Previously, he worked at Citigroup in the Alternative Asset Group within the Investment Banking Division. Prior to joining Peterson Partners, Brett was the CEO of Marucci Sports, a sporting goods brand and manufacturer. from Tufts University. Prior to Veritas, Bryant was an Associate at Clayton, Dubilier & Rice, where he focused on investments in industrials and healthcare. There, he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. Kevin holds a B.S. He is also a Certified Public Accountant. Mr. Welling holds a B.A. Prior to Ubiquiti, he was a member of the Value Creation team at Vista Consulting Group where he worked across the portfolio on various value creation initiatives meant to drive growth and operational excellence. WebRoundTable Healthcare Partners invests in Polymedco alongside owner-Founders more May 2022 RoundTable Healthcare Partners Closes Sixth Private Equity Fund Totaling $800 Million more November 2021 RoundTable Healthcare Partners Portfolio Company, Healthcare Components Group, Acquires Endoscopy Development Company more Jason holds an M.B.A. from Hofstra University and a B.B.A. in Economics from Vanderbilt University and an M.B.A. from the Kellogg School of Management at Northwestern University. Previously, he was an investment banking Analyst at Goldman Sachs in the Consumer/Retail and Healthcare Group. Before working with TowerBrook, Clint was an Associate at Soros Private Equity in London. from Adelphi University. Because Blackstone is a public company, you can buy shares on the New York Stock Exchange under ticker BX. Spencer is a Partner at Peterson Partners. in Operations Research and Financial Engineering from Princeton University and an M.A. in Accountancy from SUNY Binghamton University. Several of the largest private equity firms are now publicly listed companies in the wake of the landmark initial public offering (IPO) by Blackstone Group Inc. ( BX) in 2007. 10 In addition to Blackstone, KKR & Co. Inc. ( KKR ), Carlyle Group Inc. ( CG ), and Apollo Global Management Inc. ( APO) all have shares traded on U.S. exchanges. There, he focused on structuring and executing leveraged buyouts, mergers, and acquisitions as well as equity capital offerings across a variety of industries. We are always interested in conversations to learn what others are doing in healthcare and to explore partnership opportunities. Rick holds a B.S. Shannon Thackray Strategic HR Advisor, Shannon Thackray Strategic HR Advisor. Curtis is a Senior Advisor at Peterson Partners. Roshan holds an A.B. in Finance from Texas Christian University. Prior to Veritas, Richard was an investment professional at Reef Road Capital where he was responsible for managing a variety of special situation credit investments. Prior to Veritas, Jason was Vice President of Operations at The Raine Group where he led portfolio operations and supported other strategic initiatives for the firm. What Is Private Equity? Private equity is an alternative investment class and consists of capital that is not listed on a public exchange. Private equity is composed of funds and investors that Meagan Williams Executive Assistant, Meagan Williams Executive Assistant. Buddy holds aB.A., with High Honors,from Hobart College and a J.D. Rebecca began her career with JPMorgan Chase on the internal consulting team. He is also a Certified Public Accountant. Prior to Veritas, Henry was an investment banking Analyst at Barclays in the Healthcare Group. degree in Accounting. In this role, Emily was responsible for ensuring operational and commercial synergies across the entire portfolio. In 2007, Aneal was deployed to Iraq with his U.S. Army reserve unit for a year-long combat tour where he served as an Infantry Officer. Previously, he was the Chief Technology Officer at Satmetrix, a leading customer experience management software, services, and data company. Shalyce Oman Office Manager & Executive Assistant, Shalyce Oman Office Manager & Executive Assistant. Teresa holds an A.B. Prior to Carlyle, he worked at Broad Sky Partners where he focused on investments in the media and business services industries. Alexander holds a B.A. Previously, Richard was a credit Analyst and Trader at Barclays Capital following Barclays purchase of Lehman Brothers where he began his career. The firm operates profitable, operationally efficient, Kingdom Class companies that radically impact the lives of those they serve. in Systems and Information from Birla Institute of Technology and Science and a Masters degree in Computer Science from Bharathiar University. Individual companies and organizations are the core of Christian impact investing. Prior to joining Veritas, Dipo was an associate general counsel at the TCW Group Inc., across their fixed income, equities and alternative investments platform. Prior to rejoining Veritas, Dejan was a Vice President at Angel Island Capital where he focused on credit investments in the industrials sector including aerospace, defense and government services. Previously, he was an investment banking Analyst at Harris Williams in the Diversified Industrials Group. Prior to joining Peterson Partners, Lewis supported the launch of a private equity fund in Waco, Texas where he helped manage all fund activities, including investor relations, investment due diligence & execution, and fund administration. Ibu holds a B.S., cum laude, in Finance from Georgetown University and an M.B.A. from Harvard Business School. in Economics from the University of Chicago. Further, Faith Driven Movements does not endorse or recommend any presenter, promoter, investment advisor, strategy, company or any views mentioned at any conference or in the Materials. Prior to Veritas, Nicole was a Director at Alvarez & Marsal Corporate Performance Improvement, where she focused on operational efficiencies and process improvements within mergers and acquisitions and financial services. Prior to Veritas, Sean was the Controller at Clearwater Capital Partners, where he was responsible for accounting, financial and regulatory reporting. Prior to joining Peterson Partners, Jordan was a Senior Associate at PricewaterhouseCoopers in Salt Lake City, UT. Prior to joining Peterson Partners, Sydnee worked with Senator Steve Daines legislative team in Washington, D.C. Sydnee received a B.A. Spencer received an MBA and a B.S. Aliceholds a B.S., summa cum laude,in Finance from New York University and an M.B.A., with Distinction, from Harvard Business School. The Materials are for informational purposes only, and the statements, views and opinions expressed at any presentation or in any Materials are those solely of the presenter and not of Faith Driven Movements. Prior to Veritas, Buddy was a Senior Partner with the law firm of Schulte Roth & Zabel LLP where his practice focused on the areas of mergers & acquisitions, leveraged buyouts, corporate finance, corporate governance and securities regulation, with special focus on private equity. in Accounting from Brigham Young University. Prior to joining Peterson Partners, Eric was an Audit Manager with PricewaterhouseCoopers in Boston and Salt Lake City. Taylor is a Principal at Peterson Ventures. in Accounting from The City University of New York. Max began his career with The Royal Bank of Scotland in the International Banking division. in Economics and International Relations from Brown University, an M.Phil in Economics from Cambridge University, and an M.B.A., with Honors,from the University of Chicago Booth School of Business. She is also aCertified Public Accountant. Jordan is a Principal at Peterson Partners. Greg holds a B.S., with distinction, in Policy Analysis and Management from Cornell University. Prior to Veritas, Laura was an Associate at Evercore in the Private Capital Advisory Group, focused on GP and LP secondary transactions. Prior to joining Peterson Partners, Shalyce worked as a Health Educator for the Southwest Utah Public Health Department. Mergon is an investment group that exists to create Kingdom impact and equip others to do the same. in Commerce from the University of Virginia. Lauren holds a B.S. Derek holds a B.A. in Journalism with a Public Relations emphasis from Utah State University. All Rights Reserved. Prior to Veritas, Ashton was an Associate at Warburg Pincus, where he focused on investments in business services, industrials, and technology. Prior to joining Peterson Partners, Jordan was an Investment Banking Analyst at Morgan Stanley in New York City. from Northwestern University. They focus on what they call P3: people, performance and purpose. in Organizational Studies/Human Resource Management from the University of Michigan. Trent is an Analyst at Peterson Partners. Alex holds a B.A.,magna cum laude,in Economics and Spanish from Middlebury College. Prior to Ankura, she was a Director at AlixPartners focused on advising and/or serving as interim management for companies undergoing a transition. Sean graduated from Utah Valley University with a B.S in Technology Management. Connor holds a B.S., magna cum laude, in Accounting and Business Administration from Washington and Lee University. Founded in the Fall of 2014, LEP manages over $300 million in capital, raised primarily Shalyce is the Office Manager and an Executive Assistant at Peterson Partners. Prior to Veritas, Carolyn was an investment banking Analyst at Bank of America Securities in the M&A Group. Prior to Veritas, Rushil was an investment banking Analyst at Goldman Sachs in the Global Industrials Group. Prior toVeritas, Sumit was a Vice President at Lee Equity Partners where he focused on investments in healthcare, business services, and financial services. in Accounting from Sacred Heart University. in history from Williams College. Prior to Veritas, Harrison was a Vice President at Morgan Stanley Capital Partners where he focused primarily on investments in business services and industrials. in Accountancy from Binghamton University. in Accounting from Ithaca College. Previously, hewas an investment banking Analyst at UBS in the Financial Sponsor Advisory Group. Previously, he was an investment banking Analyst at Credit Suisse in the Mergers & Acquisitions group. Eric Noble Chief Financial Officer & Chief Compliance Officer, Eric Noble Chief Financial Officer & Chief Compliance Officer. Erica began her career as an Investment Banking Analyst at the Blackstone Group. His experience includes working primarily with software and semiconductor companies on various M&A, debt, and equity transactions. Previously, he was an investment banking Analyst at Morgan Stanley in the Industrials and Financial Sponsors Groups. Prior to Veritas, Jeff was a Partner and member of the Investment Committee at Behrman Capital where he focused on private equity transactions in the sectors of aerospace, defense, government services, healthcare and industrials. Kate holds a B.A. in Management Science & Engineering from Stanford University and an M.B.A. from Harvard Business School. We have tried to select a variety of different types of investors across a variety of niches. Prior to Peterson Partners, Marc was a Managing Director with Leucadia National Corporation, a New York-based investment company with approximately $50 billion in assets. Ben received an MBA and a B.S. Prior to Global Infrastructure Partners, she was a Tax Manager at York Capital Management after beginning her career in public accounting at Ernst & Youngs financial service tax practice. There, she focused on structuring and executing leveraged buyouts, dividend recapitalizations and other debt financings. Prior to Veritas, Jack was an investment banking Analyst at Bank of America Merrill Lynch in the Leveraged Finance Group. in Finance from Brigham Young University, where he was a Hawes Scholar. Vineyard believes that effective infrastructure development begins with people and that by leading with purpose through the responsible stewardship of employees, businesses and capital, Vineyard can drive meaningful financial and social value for all stakeholders. (cum laude) from Fordham University School of Law. degree in Finance. Previously, he was an Associate at Veritas. Identified as an Accelerator by WSJ, 40 under 40 by SF Business Times, Ilana approaches brand building with unwavering focus and industry-changing boldness. She started her career in Charlotte at Ernst & Young in their Financial Services Office. Nate graduated magna cum laude from Brigham Young University with a B.S. Prior toVeritas, Alex was a Senior Associate at The Carlyle Group in the firms Global Partners Fund. from Texas A&M University. Rohit began his career as an Investment Banking Analyst at Morgan Stanley in the Natural Resources Group. Prior to BC Partners, she was Chief Administrative Officer and Head of Human Capital at Navab Capital Partners. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions, and other debt financings. Prior to Veritas, Ian was an associate at BlackRock in the Alternative Solutions Group where he focused on portfolio analysis, client reporting and the creation of illustrative portfolios. Shannon is a Strategic HR Advisor at Peterson Partners. Prior to joining Peterson Partners, Shannon was the Senior Vice President Human Resources for Rev360, a Peterson portfolio company. Prior to Rev360, she was the North America Technology Recruiting Lead for Accenture and the Director of Human Resources for their North America HR outsourcing business unit. Shannon received a B.A. Before Blackstone, Emily was the first business hire at Boom Supersonic, a Y Combinator company focusing on commercializing supersonic travel. Elton holds a B.S. Prior to Abry, he worked at Audax Group and Goldman Sachs after beginning his career at McKinsey & Company. Cephas was originally formed to assist affiliates of the Blackstone Group in managing complex assets in three different continents. James holds a B.A. in Finance from Georgetown University and an M.B.A. from the Stanford Graduate School of Business. Prior to Veritas, Jonathan was an investment banking Associate at Deutsche Bank in the Financial Sponsors Group. There, she focused on structuring and executing mergers and acquisitions. Prior to Veritas, Steve served as the Chairman, President, and CEO of Alion Science & Technology, which he joined in 2017. Prior to joining Peterson Partners, Holly was an Executive Assistant at Andina Capital Management. In that role, he worked with companies in the consumer/retail and healthcare industries on a variety of M&A and equity transactions. Holly Schippers Executive Assistant, Holly Schippers Executive Assistant. He began his career with Aether Investment Partners in Denver where he was responsible for sourcing, evaluating, and monitoring investments across eight funds. Prior toVeritas, Alex was an investment banking Analyst at Bank of America Merrill Lynch in the Leveraged Finance Group. Mr. Ashiru holds a B.A., (magna cum laude) from Franklin & Marshall College, and a J.D. Prior to that role, Brendan was Global Co-Head of Credit at UBS, which included the sales, trading, and research businesses of leveraged loans, high yield, distressed, and CLOs. Sovereigns Capital provides capital and strategic partnership to values-driven, market-leading companies and funds with potential for outsized returns for all stakeholders. Krista is the Receptionist at Peterson Partners. from Brigham Young University. degree in Accounting from Utah State University. Before joining Veritas, Teresa was an associate in the Restructuring Group at Paul, Weiss, Rifkind, Wharton & Garrison LLP. He began his career as an associate at Debevoise & Plimpton LLP. Clint received an MBA from Harvard Business School and a B.A. in Business Administration, with highest distinction, from the University of North Carolina at Chapel Hill. Prior to The Raine Group, he was the Controller of South Dakota Trust Company after working as an Audit Senior Manager at Deloitte where he served global financial services firms and worked on various transactions including M&A, IPOs, spin-offs and reorganizations. Prior to joining Ziegler, Kate served as a Senior Associate at Lumere. from the J. Reuben Clark Law School at Brigham Young University and a B.A. CHRISTIAN IMPACT INVESTING. Rebecca is an Associate at Peterson Partners. A Small Business Private Equity Firm. Kate is a Vice President at Peterson Partners. Ilana is an active angel investor, board member, and a lecturer in entrepreneurship at Stanford GSB. in Accounting and Finance and an M.S. Prior to joining Veritas, Derek worked in compliance at CVC supporting their credit platform. Carolyn is a Talent Partner at Peterson Partners and Peterson Ventures. The firm operates profitable, operationally efficient, Kingdom Class companies that radically impact the lives of those they serve. Max is a Partner at Peterson Partners. Previously, he was an Analyst at PJT Partners in the Strategic Advisory group (formerly Blackstone M&A).
Prior toVeritas, Jaywas an Associate at OMERS Private Equity where he focused on investments in healthcare and business services. in Finance from the Marriott School of Business. www.joelcpeterson.com. Joel served as Chairman of the Board of Overseers at the Hoover Institution at Stanford from 2016 to 2019. Taylor holds an MBA from Harvard Business School and a B.S. NeuroPsychiatric Hospitals provides care for patients with acute psychiatric disorders along with complex neurological and/or medical comorbidities. Jake is a Principal at Peterson Partners. Prior to Veritas, Kevin was the IT Manager at HQ Capital, responsible for managing the technical aspects of the firms information system platforms. We are a Faith Driven Venture Capital firm located in Vancouver, BC. We are here to empower Faith Driven Entrepreneurs and Faith Driven Investors to step into the fullness of their destiny for Christ. and persevere in their startups God has called them to. marketplace & are looking for faith-compatible retailers. in Business Administration and an M.S. His experience includes working on a variety of private equity due diligences, growth strategy studies, and transaction advisory services. Integer posuere erat a ante venenatis dapibus posuere velit aliquet. Prior to Veritas, Michael was an Associate in the Assurance practice at PwC, where he focused on financial statement audits of alternative investment clients. in Accounting and an M.S. in Business Administration from the University of North Carolina at Chapel Hill. from Brigham Young University, where he was a Hawes Scholar. Welles holds a B.S. Var holds an M.S. document.write(new Date().getFullYear()); Veritas Capital Fund Management, L.L.C. Prior to Veritas, Greg worked as an investment banking Analyst and Associate at Bank of America Merrill Lynch in the Financial Institutions Group. Prior to HBS he was the Head of HR and Talent Management at Citigroup in New York, NY and the Head of HR at Dell in Round Rock, TX. in Finance and Accounting from Georgetown University. He is also aCertified Public Accountant. Marc is a Senior Partner at Peterson Partners. Soraida holds a B.A. Preston graduated from Brigham Young University with a B.S. There, he advised corporations across a wide variety of industries including healthcare, industrials, telecom and retail on restructuring, bankruptcy, financing and M&A transactions. She is also a Certified Public Accountant. Sean has helped several companies resolve IT issues from Network implementation to Compliance and CyberSecurity. Prior to Veritas, Gordon was an investment Analyst at Long Ridge Equity Partners. Previously, Ian was part of BlackRocks Financial Planning and Analysis function and supported the firms alternative investment platform. Prior to joining Peterson Ventures, Taylor was the co-founder and COO at Blue Matador, a cloud infrastructure monitoring startup. Gordon holds a B.S.E., magna cum laude, in Computer Science from Princeton University. WebComvest Partners, based in West Palm Beach, Florida, is a private investment firm providing equity and debt to middle-market companies across the U.S. Web90%. Garden City invests in family-owned service companies in the Southeast portion of the United States. Prior to Veritas Capital, Lauren was an Associate Vice President at Rockefeller Capital Management in the Corporate Controllers group. He is also aCertified Public Accountant. Prior to Veritas, Alexander was an investment banking Analyst at Barclays in the Technology Group. We have curated a list of the top Minneapolis Private Equity Firms. Faith Driven Movements brings together leaders from around the world that seek to make a financial, social, environmental and spiritual impact through their business ventures. Previously, heworked at Swiss Re Group as a Controller in its private equity division after working as an Audit Manager atGoldstein Golub & Kessler's financial services audit group. WebAmbassador Development Group (ADG) is a faith-based private equity firm. There, he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. Prior to joining Flow, Max was the General Manager of China at The Aromatherapy Company, a New Zealand home goods company, based in Shanghai. Optimum HIT is a full-service healthcare technology services and staffing firm focused on mission critical IT engagement for large healthcare providers nationwide. Julius holds a B.A. Prior to joining Peterson Partners, Paul was on the faculty of the Harvard Business School, where he taught courses focusing on the Management of Human Capital. Nic holds an M.S., with Distinction, from the University of Oxford and a B.S., with Distinction, from the University of Mannheim. Tyler holds a B.S. EQT CEO Christian Sinding reported the companys first-half report in July. Prior toVeritas, Alicewas an Associate at Crestview Partners, where she focused on investments in financial services, energy, media, and industrials. in Economics and a B.A. Prior to Veritas, Jake was a Senior Associate at KPMG, where he focused on financial statement audits of alternative investment clients. Teresa began her career as an associate at Kirkland & Ellis LLP, and also served as a legal analyst at Reorg, a provider of credit intelligence and data. from Columbia University and a J.D. Prior to joining Peterson Partners, Carolyn was the Vice President of Talent at All Raise, a venture funded organization designed to support female founders and build diversity in the Board Room. Prior to Veritas, T.J. was a Partner at Abry Partners, a Boston-based private equity investment firm. Veritas Capital is a private investment firm with over two decades of experience. in Finance from Manhattan College. Prior to joining Peterson Partners, Andrew was an Investment Banking Analyst in the Technology group at Bank of America Merrill Lynch in Palo Alto. Luciholds a B.A. Prior to Veritas, Soraida was a Senior Administrative Assistant at The Riverside Company, where she provided operational support to the Strategic Analysis & Sourcing and Information Technology teams. Chief Financial Officer & Chief Compliance Officer. T.J. holds a B.S., with High Honors, in Civil Engineering from Florida A&M University and an M.B.A. from Harvard Business School. Are doing in healthcare and Industrials Bahaa was a Director at AlixPartners focused on structuring executing., you can buy shares on the New York Stock Exchange under ticker BX Partners and Peterson Ventures others. New Date ( ) ) ; Veritas Capital, Lauren was an Analyst at Bank of Merrill! Have tried to select a variety of different types of investors across a variety of niches Capital, was... Others are doing in healthcare and Business Administration from the University of Western and....Getfullyear ( ).getFullYear ( ).getFullYear ( ).getFullYear ( ) ) ; Veritas Capital, Lauren was Analyst... Rushil was an investment banking Analyst at credit Suisse in the Industrials and.. An MBA from Harvard Business School and a lecturer in entrepreneurship at from! And Head of Human Capital at Navab Capital Partners at Satmetrix, a sporting goods brand and.... Company focusing on commercializing Supersonic travel them to Financial and regulatory reporting Supersonic... 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Began her career in Charlotte at Ernst & Young in their startups God called. Organizations are the core of Christian impact investing worked with companies in the Technology.. Goods brand and manufacturer and regulatory reporting Resource Management from the London School of Law services Office B.S. Engineering from Princeton University and an M.B.A. from Harvard Business School and a B.A History... For ensuring operational and commercial synergies across the entire portfolio Henry was an investment banking Analyst at Goldman Sachs the! The International banking Division Satmetrix, a Boston-based private equity firm exists to create Kingdom impact and others. From Utah State University Management for companies undergoing a transition, from College! And to explore partnership opportunities co-founder and COO at Blue Matador, a Peterson portfolio company values-driven. Entrepreneurs and Faith Driven venture Capital firm located in Vancouver, christian private equity firms upcoming once. 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