Preston graduated from Brigham Young University with a B.S. As small business investors focused on partnering with founders and managers for the long term, we have developed flexible capital solutions (3) Professional Previously, he was an Investment Banking Analyst in the Technology, Media & Telecom Groupand the Financial Sponsors Group at Truist Securities. We seek to create value by strategically transforming the companies we acquire. in Operations Research from Columbia University. While at Deloitte, Jason was selected to serve in the Office of the CEO from 2012-2014. Mukund holds a B.S. 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. 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. Eric is the Chief Financial Officer and Chief Compliance Officer at Peterson Partners. IPRV has 87 holdings, and, and has performed slightly better than its Emily is an Associate at Peterson Ventures. in Finance from Manhattan College. Vineyard Infrastructure (Vineyard) was founded to pioneer NextGen Infrastructure by serving as a strategic partner to developers and operators of NextGen Infrastructure assets, designing scalable business plans, structuring efficient capital solutions and positioning partners for long-term growth. Previously, she worked at Deloitte as a Senior Tax Consultant in the Hedge Fund Group. The firm operates profitable, operationally efficient, Kingdom Class companies that radically impact the lives of those they serve. She started her career in Charlotte at Ernst & Young in their Financial Services Office. Prior to Veritas, Jonathan was an investment banking Associate at Deutsche Bank in the Financial Sponsors Group. in Finance from the Georgia Institute of Technology. Mr. Ashiru holds a B.A., (magna cum laude) from Franklin & Marshall College, and a J.D. Prior to Abry, he worked at Audax Group and Goldman Sachs after beginning his career at McKinsey & Company. Previously, he was an Associate at Court Square Capital Partners, where he focused on investments in the industrials sector. Jason holds an M.B.A. from Hofstra University and a B.B.A. document.write(new Date().getFullYear()); Veritas Capital Fund Management, L.L.C. Cephas was originally formed to assist affiliates of the Blackstone Group in managing complex assets in three different continents. Previously, he was an investment banking Analyst at Morgan Stanley in the Industrials and Financial Sponsors Groups. in Journalism with a Public Relations emphasis from Utah State University. Previously, he was an investment banking Analyst at Goldman Sachs & Co. in the Financial Institutions Group. degree in Finance. in M.E. Jordan graduated from Brigham Young University with a B.S. He is also aCertified Public Accountant. 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. Ibu holds a B.S., cum laude, in Finance from Georgetown University and an M.B.A. from Harvard Business School. Ilana is an active angel investor, board member, and a lecturer in entrepreneurship at Stanford GSB. Spencer received an MBA and a B.S. This approach, together with unmerited favor, has resulted in Mergon achieving sustained, above-market returns for nearly 40 years. 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. Nate graduated magna cum laude from Brigham Young University with a B.S. It invests in many types of private equity companies, including Master-Limited Partnerships and other firms involved in private equity. Prior to rejoining Veritas, Ashishwas a Partner at McKinsey & Companyfocused on accelerating operational performance and organizational effectiveness at energy, hi-tech, pharma and industrial companies. in Finance from the University of Notre Dame. (cum laude) from Tufts University, and a J.D. 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. Previously, he was as an Associate at Veritas after beginning his career as an Analyst at Bank of America in theHealthcare Investment Banking Group. 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 Computer Engineering from New York University Tandon School of Engineering (Polytechnic Institute), and an M.B.A from Pace University focused on Information Systems. Previously, Erica was an Associate at Thomas H. Lee Partners, where she focused on investments in the consumer and healthcare industries. in Operations Research and Financial Engineering from Princeton University and an M.A. Prior toVeritas, Joelwas an Associate at JLL Partnerswhere he focused primarily on investments in business services, healthcare, and industrials. Prior to Veritas, Annabelle was a Senior Associate on the Fundraising and Investor Relations team at The Riverside Company, a middle market private equity firm where she was responsible for marketing and investor reporting. All rights reserved. Garden City invests long-term, permanent capital with no intention of selling. Zing Health provides managed care Medicare Advantage plans that address social determinants of health. www.joelcpeterson.com. 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 Veritas, Gaurav was a Lead Systems Architect and Senior IT Manager at Kinetix Technology Services, where he was responsible for the development and management of cloud infrastructure and security. Before joining Veritas, Teresa was an associate in the Restructuring Group at Paul, Weiss, Rifkind, Wharton & Garrison LLP. All rights reserved. Jack holds a B.B.A. He is also a Certified Public Accountant. We have completed more than 100 acquisitions. Morbi leo risus, porta ac consectetur ac, vestibulum at eros. Before working with Leucadia, Marc was an Associate at a merchant bank, Coleman Furlong, in San Francisco and an Analyst at CS First Boston in New York. Michael holds a B.S. Prior toPaine Schwartz Partners, she was a Senior Associate at Graham Partners where she played a key role in managing the firms communications with investors. 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. in Economics from Georgetown University. Prior to Veritas, Jake was a Senior Associate at KPMG, where he focused on financial statement audits of alternative investment clients. Previously, she worked at Ernst & Young as an Acting Manager in the Financial Services Assurance practice. Julia holds a B.S. Jamie holds a B.S. in Operations Research and Financial Engineering from Princeton University and an M.B.A. from The Wharton School at the University of Pennsylvania. Joel Peterson Founding Partner & Chairman, Joel Peterson Founding Partner & Chairman, Joel Peterson has been on the faculty at the Graduate School of Business at Stanford University since 1992, teaching courses in real estate investment, entrepreneurship, and leadership. Holly Schippers Executive Assistant, Holly Schippers Executive Assistant. Natasha holds a B.A., magna cum laude, from Amherst College and an M.B.A from Columbia Business School. Prior to BC Partners, she was Chief Administrative Officer and Head of Human Capital at Navab Capital Partners. Prior to Veritas, Welles worked as an investment banking Analyst at Bank of America in the Healthcare Group. His experience includes working primarily with software and semiconductor companies on various M&A, debt, and equity transactions. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions, and other debt financings. WebThis chapter includes company acquisitions, dispositions and related financing arrangements, mergers, joint ventures capitalizations, entity selection and formation, Consulting in Los Angeles. All Rights Reserved. We have curated a list of the top Minneapolis Private Equity Firms. Carolyn built out their Board Xcelerate program, which placed diverse candidates onto pre-IPO corporate boards. While at Morgan Stanley, Jordan worked with companies primarily in the transportation and logistics industries on various M&A, debt, and equity transactions. Joon holds a B.S. in Economics from Cornell University and an M.B.A. from the Wharton School at the University of Pennsylvania. Meagan Williams Executive Assistant, Meagan Williams Executive Assistant. 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, Gordon was an investment Analyst at Long Ridge Equity Partners. She began her career at Morgan Stanley. Nathan is an Associate at Peterson Partners. Prior to joining Peterson Partners, Jake worked as the Political Director for Speaker Paul Ryan in Washington DC. 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. Preston is a Principal at Peterson Partners. in Aerospace Engineering with Honors from the University of Texas at Austin. Shalyce Oman Office Manager & Executive Assistant, Shalyce Oman Office Manager & Executive Assistant. Nate is an Associate at Peterson Partners. Richard holds a B.A. Prior to Veritas, Henry was an investment banking Analyst at Barclays in the Healthcare Group. Prior to Veritas, Clark was a Managing Director at Macquarie Capital where he covered financial sponsors and worked on a range of financing and investment banking transactions. Prior to joining Veritas, Dipo was an associate general counsel at the TCW Group Inc., across their fixed income, equities and alternative investments platform. Today, Comvest Partners funds have over $3.6 billion of assets under management. 1 It raised $58.3 billion over the in History from Brigham Young University. Previously, he was a Data Center Server Specialist at HF Management Services. Dan received an MBA from the Stanford Graduate School of Business and a B.S. Prior to Peterson Partners, Curtis was a General Partner in four venture capital funds at Voyager Capital and Silicon Valley Data Capital. WebAmbassador Development Group (ADG) is a faith-based private equity firm. Marc is a Senior Partner at Peterson Partners. and M.S. from Gettysburg College, and a J.D. Prior toVeritas, Danworked for the restructuring investment bank Miller Buckfire & Co. in Accountancy from SUNY Binghamton University. Prior to joining Peterson Partners, Sydnee worked with Senator Steve Daines legislative team in Washington, D.C. Sydnee received a B.A. Prior toVeritas, Aneal was an Associate at Ripplewood Holdings, a New York-based private equity investment firm. document.write(new Date().getFullYear()); Veritas Capital Fund Management, L.L.C. Prior to joining Peterson Partners, Nathan was a strategy consultant at L.E.K. in Economics with concentrations in Finance and Accounting from The Wharton School at the University of Pennsylvania. Sean holds a B.S. Since its founding in 2000, Comvest has invested over $5.1 billion. Prior to Veritas, Mac was Chairman, CEO, and President of Perspecta (NYSE: PRSP), which was acquired by Veritas/Peraton in May 2021. Prior to Veritas, Nick was a Senior Associate at PwC, where he focused on financial statement audits of alternative investment clients. Taylor is a Principal at Peterson Ventures. Holly Schippers is an Executive Assistant at Peterson Partners. $145M. There, he focused on administrative work in the leveraged loan market including bank debt par loans, distressed loans, real estate loans and other credit investment vehicles. Previously, he worked at Hutchin Hill Capital as an Operations Specialist where he provided operational support to the firms multiple credit funds. Previously, he was an investment banking Analyst at Goldman Sachs in the Consumer/Retail and Healthcare Group. in Civil Engineering and a B.A. Prior to Veritas, Michelle was a Client Associate at Bank of America Merrill Lynch, where she provided operational support to financial advisors and their institutional clients. At Abry, he focused oninvestments in the healthcare, technology, and tech-enabled services industries. Her experience includes working with companies across the technology industry on a variety of M&A, debt, and equity transactions. degree in Accounting from Utah State University. At PwC, Spencer provided advisory services to large private equity and corporate clients on buy-side and sell-side transactions in the consumer, healthcare, business services, and industrial sectors. The 10 Laws of Trust: Building the Bonds that make a Business Great. He also served as Chairman of the Board at JetBlue Airways for 12 years (2008-2020). 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