Private Equity Fast Pitch

For our 100th episode, we've created a montage of our past podcast guests providing their advice to recent graduates and young professionals in Investment banking and private equity. We encourage you as a listener to contribute your advice to young professionals on Jeff Henningsens LinkedIn post.

Chris Cathcart is a Managing Partner and currently serves on the Management and Investment Committees of The Halifax Group. Chris joined Halifax in 2007 and leads business development for the firm. He is responsible for origination, evaluation and recommendation of investment opportunities and management of the firm's network of investment sources. Chris has more than 20 years of experience leading and advising small businesses. Chris received an MBA from The Kellogg School of Management at Northwestern University with a concentration in finance, accounting and entrepreneurship and graduated cum laude from Wake Forest University. Chris is a long suffering Wake Forest sports fan. When not lamenting the current on-field performance of his beloved Demon Deacons, he serves on the board of deacons at his church, enjoys spending time with his young family and endures distance running.

Leon is a Partner at Palladium Equity Partners and it is part of the firm's Management Committee. Palladium is the oldest minority-owned private equity buyout firm in the industry with over $3 billion of assets under management. Leon joined Palladium in 2007 and Brujis is responsible for originations and underwriting as well as helping lead the firm's business services practice. Prior to joining Palladium, Leon worked in the mergers and acquisitions group at Lehman Brothers. Leon is an graduate from The George Washington University where he obtained a B.S. and M.S in Engineering. Husband to a wonderful woman, father to three great kids. He is originally from Argentina.

Deborah Smith is Co-Founder and CEO of The CenterCap Group, LLC and heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, LLC, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions. Ms. Smith has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney.

Gina is a founding partner of GP Capital. Gina founded Luna Strategies in 2016, where she counseled companies and their leaders on complex strategic issues and growth initiatives. She also serves on the board of public and privately held companies. Prior to founding Luna Strategies, Gina held senior executive roles with JPMorgan Chase during her 22-year career at the company. Most recently, she served as Chairman of the Houston Market and Managing Director of Chase Commercial Banking. Gina is a member of the board of the Federal Reserve Bank of Dallas. Houston Branch, and St. Luke's Health System. She also serves as a trustee of The Texas A&M Foundation. The Welch Foundation. The Welch Institute for Advance Materials and Baylor College of Medicine. She was elected chairman of the Greater Houston Partnership in 2015 and continues to serve on the board and executive committee. She was the founding chairman of Houston Exponential and serves as a senior advisor to HX Venture Fund. Gina is a summa cum laude graduate of Texas A&M University with a Bachelor of Business Administration Degree in Finance and management. Gina serves on the Management and Investment Committee of GP Capital.

Matt Moran is a Managing Principal & Head of Business Development at Inverness Graham. Matt joined Inverness in 2010, where he leads and manages the firm's business development efforts. His responsibilities include sourcing and evaluating new platform investment opportunities and providing transaction and post-transaction support for Inverness Graham's portfolio companies. Matt also serves as a Board Member for two of Inverness Graham's investments - Syntrio Inc. and Lighthouse Services. Before joining Inverness, Matt was an Analyst at Laurel Capital Partners, where he made growth equity investments in lower middle-market manufacturing, technology & services companies. Matt received a B.A. from Villanova University in 2008.

Shannon Zoller has nearly two decades of experience in the financial services industry, having started her career as a financial services lawyer. Ms. Zoller is currently the Founder and a Managing Partner of Tephra Advisors, a private capital fund advisory business, and is a Board member of WAVE (Women Association of Venture & Equity). After her legal career, she entered private equity joining middle-market private equity fund manager Sterling Partners in Chicago in 2005. In 2008 she became an Executive Director in the Private Funds Group at UBS, at that time one of the largest private capital funds advisory businesses in the industry and part of UBS's global investment banking business. After UBS, Ms. Zoller was a founding team member and Managing Director of the Private Funds Group at GCA Savvian, a publicly traded independent global investment bank that was acquired by Houlihan Lokey. Ms. Zoller has a BA from University of Illinois at Urbana-Champaign where she was a scholarship athlete and a JD from Chicago-Kent College of Law.

Episode 93 of the Private Equity Fast Pitch features Jeff Parks, CEO of Stack Capital Group Inc. (TSX:STCK). Jeff co-founded the company, which successfully completed its IPO in June 2021. Stack's mission is to 'democratize' access into growth & late-stage pre-ipo businesses, giving all investors, regardless of size, the opportunity to participate in the future growth of a portfolio of innovative and disruptive private companies. In addition, Stack's public listing provides a valuable liquidity option for shareholders, eliminating what has typically been a 'barrier to entry' into this attractive asset class. Stack shareholders have the freedom and flexibility to buy & sell shares whenever required. Jeff has over a decade of investment industry and portfolio management experience, having successfully co-managed three North American Hedge Fund mandates. He specializes in identifying companies in their infancy and has actively worked alongside management teams to help drive growth. Jeff is a Chartered Financial Analyst (CFA), and a graduate of the Richard Ivey School of Business at Western University in Ontario, Canada. Recently married to his beautiful wife Robyn, and master to his dog Hudson, Jeff can typically be found on the golf course, ski hill, or traveling abroad when trying to relax.

Emanuel Citron is a Managing Partner at Volery. He serves on five of Volery's firm committees, including as co-chair of the Investment Committee, and a member of the firm's Operations, Finance, Valuation and Compliance Committees. Previously, he was a Principal at Stone Point Capital (2005-2017). He has extensive financial services focused private equity experience, including on investments in financial services businesses totaling more than $3 billion. Prior to joining Stone Point, Emanuel was the CEO of a privately-held internet business and an Analyst at Beacon Group (1998-2000). Emanuel holds a B.S. (magna cum laude) from the University of Pennsylvania and an M.B.A. (Palmer Scholar) from the Wharton School of the University of Pennsylvania.

Mr. Costabile joined the firm in 2000 and is the Global Head of PineBridge Investments' Private Funds Group. Mr. Costabile sits on the Management Committee for PineBridge Investments. Mr. Costabile's private equity investing and valuation experience date back to 1990. Previously, from 1997 to 2000, Mr. Costabile was a Vice President at Credit Suisse First Boston (CSFB) in the Private Funds Group. Prior to that, he was the Senior Investment Officer of Alternative Investments for the Commonwealth of Massachusetts and the Assistant Director of Venture Capital for the Commonwealth of Pennsylvania. In both positions, Mr. Costabile focused on private equity fund investments. He received both a BSBA and an MBA from Duquesne University. He is also a CFA charterholder, holds the Series 7, 63 and 24 licenses and serves as Chairman of the Investment Committee for Duquesne University's endowment.

We are excited to present a montage of quotes and mottos from prior guests that have inspired them throughout the years in both their careers and personal lives. As we begin a new year, we hope this special episode sets the stage and provides you with a new mind set for conquering the challenges & opportunities that lie ahead.

Steve is a Founding Partner and the Managing Partner of BVP. Steve combines financial expertise with a disruptive approach to value-add strategies in private equity. Previously, Steve was a Co-Founder and a Managing Partner of a lower-middle market private equity fund focused on the consumer sectors. Steve was previously a corporate lawyer at Kirkland and Ellis, and Cahill Gordon & Reindel. Steve received his BA in East Asian Studies with honors from Harvard College in 1992 and his JD from Harvard Law School in 1995. He was the New York State High School Chess Champion in 1988. Steve is married to his wife, Gretchen, and has three boys, Andrew, Joshua and Matthew. In addition to spending time with his family, Steve is passionate about traveling, classic rock music, Disney and the Buffalo Bills.

Meahgan is well known in the Middle Market M&A community for her knowledge of and views on investing trends, creative and effective deal sourcing techniques, macro-market perspectives and best-practices in which private equity firms can bridge the gap between "Main St. and Wall St." Meahgan is the Chairwoman of the Association of Corporate Growth's "Women of Leadership" committee, was named one of McGuire Woods' "Women to Know in Private Equity" and has been a featured speaker at multiple professional association conferences as well as "Women in Business" focused events. Meahgan is a Director of Business Development for Palladium Equity Partners where her primary focus is on new investment generation and intermediary, founder, executive and corporate relationship management across North America and Europe. Furthermore, Meahgan assists portfolio companies with add-on acquisition strategy development and the sourcing of tuck-in opportunities. She received her Master's in Business Administration from Duke, The Fuqua School of Business and her B.B.A. from William and Mary's Mason School of Business.

Mr. Parisi helps family and independent businesses sell or recapitalize their companies' capital structure, realize a liquidity event, transfer ownership to next generation, or combine with a larger partner to accelerate growth. Prior to joining Carl Marks Advisors, Mr. Parisi was a Managing Partner of FPG Advisory where he focused on all aspects of sourcing and executing deals, including structuring, due diligence, financing, and post-transaction integration throughout North America and internationally. Previously, he was a senior investment banker at Jefferies & Company where he was instrumental in building the General Industries Group into one of the firm's largest and most profitable units. He maintained a broad industry specialization, working closely with companies in the basic materials, chemicals and capital goods sectors. Earlier, Mr. Parisi was a Vice President with KeyBanc Capital Markets, focusing on middle-market consumer companies, including Food & Beverage and Retail. Before his investment banking career, Mr. Parisi worked in the private equity division of The Blackstone Group, one of the world's largest private equity firms. He began his career with Ernst & Young. Mr. Parisi earned a BS in Accounting from the University of Scranton and an MBA from The Kellogg School of Management at Northwestern University. He is a FINRA Registered Representative and a Certified Public Accountant.

Our host Jeff Henningsen, president of Lockton companies in Houston and the Podfather of private equity, is speaking on the female committee panel for Wave (Women's Association of Venture & Equity Wave allows the panelists to discuss three main topics: One - how Diversity, Equity and Inclusion has changed in corporate America and what the future looks like for female executives, Two - advice on beginning your career: including what can be done to revamp your application in the job market and the underlying difference between female and male job applicants, and Three - feeling the fear, but doing it anyway. We hope you enjoy this extraordinary episode.

Dominique Mielle is a Wall Street veteran with a comprehensive knowledge of corporate finance, capital markets, and the bankruptcy process. She was a partner and senior portfolio manager at Canyon Capital, a $25 billion hedge fund, where she worked from 1998 to 2018. In 2017, she was named one of the "50 Leading Women in Hedge Funds" by the Hedge Fund Journal and E&Y. After retiring in 2018 she started writing. Her book, Damsel in Distressed: My life in the golden age of hedge funds, was released on September 7, 2021. She is a Forbes contributor on hedge funds, distressed investing and women in finance. One of the only senior women in the hedge fund business, she played key roles in complicated bankruptcies, serving as a leading creditors' committee member for Puerto Rico, and as a restructuring committee member for U.S. airlines in the wake of the September 11 attacks. She was a director of the board and the audit committee chair for PG&E during its fifteen-month bankruptcy process and emergence, and now serves on several corporate boards: Digicel Group, ReadyCap, Tiptree, Osiris Acquisition and Studio City.

Kevin McAllister has extensive private equity experience, including opportunity origination, execution, negotiation, and portfolio company support. Prior to founding Access in 2013, Kevin was at Sterling Partners where he was a member of its investment committee and led the Business Services practice (~$2 billion of AUM). While at Sterling Partners, Kevin led the sourcing, underwriting, and management of Livingston International, FPG and MOSAID Technologies. Prior to joining Sterling in 2008, Kevin was in the Buyout Group at American Capital. Kevin has also held roles in strategic consulting at Accenture and A.T. Kearney and in business development at a NYSE-listed acquisitive holding company. Kevin holds an MBA from the University of Chicago, Graduate School of Business (Dean's List) and a BA in Economics from Dickinson College.

Jeff Hooke is a senior finance lecturer at the Johns Hopkins Carey School of Business. Earlier, he was a managing director at Focus, LLC, an investment bank serving middle market companies. He served as Vice President of Research at the Committee on Economic Development. Previously, Hooke operated his own consulting firm, was a director of Emerging Markets Partnership (a $5 billion private equity fund), a principal investment officer of the World Bank Group, and an investment banker with Lehman Brothers and Schroder Wertheim, respectively, two prominent securities firms based in New York. In addition to " The Myth of Private Equity," Hooke is the author of four other books: Security Analysis on Wall Street (1998, 2nd edition 2013), M&A: A Practical Guide to Doing the Deal (1996, 2nd edition 2015), The Dinosaur Among Us: The World Bank and Its Path to Extinction, and The Emerging Markets (2001). He has co-authored several peer-reviewed academic papers in finance and has written many position papers for non-profit think tanks. He holds an MBA from the Wharton School and a BS from the University of Pennsylvania. Besides Hopkins, Mr. Hooke has taught at several universities and the New York Institute of Finance. He lectures on finance topics at industry forums around the world, including the CFA societies of New York, Philadelphia, Atlanta, Baltimore, Washington, London, Paris, Moscow, Munich, Istanbul, Copenhagen, Beijing, and Bangkok.

Jeff Henningsen, recently nicknamed the podfather of private equity podcasts will be speaking with Scott Kolbrenner, a managing director at Houlihan Lokey. Scott co-heads Houlihans Industrial Services practice with a focus on engineering services. He was recognized by Investment Dealers' Digest as a recipient of its "Forty Under Forty" award and in 2020, as a contestant on Wheel of Fortune became the highest paid male contender in the history of the show. Scott generously donated the entirety of his $145,000 prize money to Uplift Family Services and Los Angeles Regional Food Bank. Today they'll be discussing Scott's 20 years of experience in Investment Banking, the current trends in infrastructure, and his insights on powerful and impactful leadership.

Christopher W. Kersey serves as the Founding Managing Partner of Havencrest Capital Management, and prior to founding Havencrest, Dr. Kersey served as a Managing Member and Partner of Camden Partners Holdings, LLC. From 2011 to 2017, Dr. Kersey served as the Chairman of the Board of Johns Hopkins Medicine International. During that time, Dr. Kersey helped spearhead John Hopkins Medicine International's growth from an emerging pioneer to the established leader in global collaborative health care partnerships by engineering innovative private sector - public sector partnerships with blue-chip institutions such as Saudi Aramco in the Kingdom of Saudi Arabia, HCL Healthcare in India and Pacifico Salud in Peru. In 2010, Dr. Kersey was elected to the boards of trustees of Johns Hopkins Medicine and the iconic Johns Hopkins Hospital, U.S. News & World Report's #1 ranked hospital in the United States for 21 consecutive years. Dr. Kersey also serves on the boards of directors of the Johns Hopkins Hospital Endowment Fund and Johns Hopkins Aramco Healthcare (JHAH) — a joint venture based in Saudi Arabia and one of the world's largest population health management initiatives. Dr. Kersey is also a member of the Johns Hopkins Medicine Compensation Committee, the Johns Hopkins Medicine Patient Safety and Quality Committee and the Johns Hopkins Hospital Credentials Committee. In 2017, Dr. Kersey was elected to the board of trustees of the GuideStone Funds, the largest Christian mutual fund in the world with more than $12 billion in assets under management, where he serves on the Investment Management Committee and the Nominating and Governance Committee. Dr. Kersey earned his Bachelor of Arts (B.A.) degree from Stanford University, his Doctor of Medicine (M.D.) degree from the Emory University School of Medicine and his Master of Business Administration (M.B.A.) from Harvard Business School.

Marc S. Cooper is Chief Executive Officer of PJ SOLOMON, a position he has held since 2016. He was previously Vice Chairman from 2013 to 2016 and joined the firm in 1999 as a Partner and Managing Director. Marc S. Cooper is Chief Executive Officer of PJ SOLOMON, a leading financial advisory firm with a legacy as one of the first independent investment banks. In 2016, Mr. Cooper led the transaction in which Natixis, the international corporate and investment banking, asset management, insurance and financial services arm of Groupe BPCE, made a strategic investment in PJ SOLOMON. The partnership with Natixis provides PJ SOLOMON clients with global advisory services and proprietary access to financing capabilities throughout Europe, Asia Pacific, the Middle East and the Americas. Under Mr. Cooper's leadership, PJ SOLOMON has significantly expanded and diversified sector coverage and today serves clients across a broad range of industries including Consumer Retail; Financial Sponsors; FinTech; Grocery, Pharmacy & Restaurants; Healthcare; Infrastructure, Power & Renewables; and Technology, Media & Telecommunications. As the former head of PJ SOLOMON's Consumer Retail Group, Mr. Cooper has advised a long roster of high-profile retailers and brands. Over the past three decades, Mr. Cooper has advised on hundreds of transactions globally, including mergers, acquisitions, divestitures, recapitalizations and restructurings, financings and shareholder activism. Mr. Cooper serves on the boards of the Partnership for New York City and Fedcap, a non-profit dedicated to creating opportunities for people with barriers to economic well-being. He is also a Trustee of The Committee for Economic Development of The Conference Board. Prior to joining PJ SOLOMON, Mr. Cooper co-founded and served as Vice Chairman of Barington Capital Group where he oversaw its investment banking operations. He began his career in investment banking at Kidder Peabody. Mr. Cooper holds an MBA, magna cum laude, and a BS from New York University.

Mr. Lovette is the founder of Third Coast Capital Advisors and manages the daily activities of the firm with responsibility for originating, advising on, and executing merger and acquisition transactions for clients across a variety of industries. Prior to forming Third Coast Capital Advisors, Mr. Lovette was a Managing Director in the Middle Market M&A group at Banc of America Securities LLC where he led a national effort focused on M&A transactions with values under $150 million. Prior to his tenure at Bank of America, Mr. Lovette was a Managing Director in the M&A/Corporate Finance group at LaSalle Bank and ABN AMRO. In total, Mr. Lovette has over 25 years of experience working with private and public companies on merger and acquisition transactions. His diverse M&A experience includes acquisitions, private company sales, corporate divestitures, portfolio company sales of private equity groups and sales of public companies across numerous industries. Mr. Lovette holds a Bachelor of Arts degree in Finance from Indiana University and a Master of Business Administration degree from DePaul University.

This episode features the valuable advice Private Equity & Investment Banking Professionals have given for young professionals and recent college graduates.

Episode 77 features Laird Koldyke, a founding partner of Winona Capital Management which is a Chicago based private investment firm focused on growth investments in branded consumer companies. Winona Capital manages investments on behalf of high net worth families, institutions and individuals. Mr. Koldyke has served on the boards of numerous consumer companies including Chipotle Mexican Grill (Chairman) , Einstein's Bagels (Founding Investor), Wild Oats Markets, Fat Brain Toys, Petsense, Kjus Apparel, Fusion Academy, and the Laird Norton Company, Mr. Koldyke is currently a director of CYMI, Inc., Monica Vinader, PLC; Rodd and Gunn, LLC , Indie Lee, LLC, Ancora Beauty and the Desire Company. Mr. Koldyke holds a bachelor's degree in history from Northwestern University (1983) and a Masters in Management (MM) from the Kellogg Graduate School of Management (1989). He previously served on the Board of Trustees of the San Miguel Schools; a Chicago based schools initiative serving crime ridden city neighborhoods; is a former trustee of Northwestern University and is a founding member of the Springboard Foundation, a venture philanthropy group based in Chicago. He is a board member of Naturally Chicago, the Chicago Lakeshore Improvement Committee and also serves as the ranking Commissioner of the Chicago Park District. Mr. Koldyke resides in Chicago with his wife Deirdre, they have four grown children. After rooting each and every summer for as long as he can remember, Laird was ecstatic when the Chicago Cubs broke the curse in 2016. He roots on.

Glenn Jacobson is a Partner of Trilantic North America. Glenn is also a member of the Investment Committee of Fund VI North America and TEP II North America. His primary focus is on investments in the energy and energy transition sectors. Glenn is a member of Trilantic North America's ESG committee which helps to develop and implement the firm's ESG policies. Glenn joined Trilantic North America in 2009 at its inception, prior to which he was a Principal at Lehman Brothers Merchant Banking (LBMB). Glenn is currently a director of Intersect Power, Powin Energy, SemaConnect, DJR Energy and TRP Energy. He was previously a director of Indigo Natural Resources, M5 Midstream and MacLean Power Systems, among several others. Prior to joining LBMB in 2005, Glenn worked in Lehman Brothers' Global Natural Resources investment banking practice in New York where he focused on M&A and capital markets transactions in the energy sector. Glenn holds a B.A., cum laude, in Economics from Dartmouth College.

Today we speak to the authors of The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street https://tinyurl.com/caesarsbook This is where Oceans 11 meets Chapter 11 It was the most brutal corporate restructuring in Wall Street history. The 2015 bankruptcy brawl for the storied casino giant, Caesars Entertainment, pitted brilliant and ruthless private equity legends against the world's most relentless hedge fund wizards. In the tradition of Barbarians at the Gate and The Big Short comes the riveting, multi-dimensional poker game between private equity firms and distressed debt hedge funds that played out from the Vegas Strip to Manhattan boardrooms to Chicago courthouses and even, for a moment, the halls of the United States Congress. On one side: Apollo Global Management and TPG Capital. On the other: the likes of Elliott Management, Oaktree Capital, and Appaloosa Management. The Caesars bankruptcy put a twist on the old-fashioned casino heist. Through a $27 billion leveraged buyout and a dizzying string of financial engineering transactions, Apollo and TPG—in the midst of the post-Great Recession slump—had seemingly snatched every prime asset of the company from creditors, with the notable exception of Caesars Palace. But Caesars' hedge fund lenders and bondholders had scooped up the company's paper for nickels and dimes. And with their own armies of lawyers and bankers, they were ready to do everything necessary to take back what they believed was theirs—if they could just stop their own infighting. These modern financiers now dominate the scene in Corporate America as their fight-to-the-death mentality continues to shock workers, politicians, and broader society—and even each other. In The Caesars Palace Coup, financial journalists Max Frumes and Sujeet Indap illuminate the brutal tactics of distressed debt mavens—vultures, as they are condemned—in the sale and purchase of even the biggest companies in the world with billions of dollars hanging in the balance. Sujeet Indap is the U.S. editor of the Lex Column at the Financial Times, where he contributes stories across the paper. He has written extensively on the intersection of corporate finance and corporate law. Indap was previously an investment banker before he joined the Financial Times in 2013. He is a graduate of Pomona College and the Wharton School at the University of Pennsylvania. Indap lives in Manhattan, NY, with his wife. Max Frumes leads a news team at Fitch Solutions covering corporate debt and restructuring. He previously was the founding editor of a leading publication covering corporate bankruptcy, and before that reported for S&P's Leveraged Commentary & Data and The Deal. Frumes received his undergraduate degree from the University of California, Berkeley, and an MSJ from Northwestern's Medill School of Journalism. He lives in Brooklyn with his wife and daughter.

Craige L. Stout serves as Chief Executive Officer of Stout, a 600-person global investment bank and advisory firm founded in 1991. With 23 offices around the world, Stout focuses on corporate finance, transaction advisory, valuation advisory, and dispute consulting. Having worked on over 1,000 projects, his experience is broad and diverse in the fields of investment banking, litigation consulting, and valuation advisory. Prior to founding the firm, Craig was with Price Waterhouse in it's Valuable Services Group. Mr. Stout is a recipient of the Crain's 40 under 40 award and Ernst & Young's 2002 Entrepreneur for the Year Award. Craige and his wife, Molly, have been married for20 years and have three children (Carson (19),Sim on (17),and Estelle (14)). After living in the Chicago area for 18 years (and Detroit for 10 before that), they moves to Dallas in June 2019. Mr. Stout has served or is serving on numerous non-profit boards, including: YPO Gold-Dallas Maverick Chapter, YPO Gold-Chicago Chapter (Past Chapter Chair), YPO -Chicago Chapter (Past Chapter Chair), the Financial and Estate Planning Council of Metropolitan Detroit, Inc. (Past President); Museum of Science and Industry – President's Council; the Eli Broad College of Business at Michigan State University; Respiratory Health association of Metropolitan Chicago; Junior Achievement of Chicago; Perspective Charter Schools. Craige has served or is serving on several for-profit boards, including Stout; Solstice Consulting, LLC; Kirco Seniors Housing Fund, LP; Flow stone Partners; and BxC Partners.

Episode 73 features Brandon Bethea, a Co-Founder and Partner of Aterian Investment Partners who serves on the Investment Committee. Mr. Bethea has been a private equity investor since 2000. Prior to Aterian, he was a Principal with Insight Equity, an investment professional with Freeman Spogli & Co and began his career with Salomon Smith Barney's investment banking division. Since 2015, Mr. Bethea has also served on the Endowment Committee of Christ Church in Pelham, New York. Mr. Bethea received his AB from Harvard University where he was a member of the Varsity Men's Tennis Team. Mr. Bethea also earned an MBA from the Kellogg School of Management at Northwestern University. Brandon originally hails from Oklahoma and in another life would aspire to be the Sooners' Offensive Coordinator.

Mike McGill is a Managing Director, Strategic Capital at Cowen and was a co-Founder of MHT Partners. Prior to founding MHT, he spent five years at Donaldson, Lufkin & Jenrette and CS First Boston where he managed the execution of M&A advisory and corporate finance transactions for middle-market companies. Prior to joining DLJ, he was at Lehman Brothers where he focused on M&A advisory. He is an active member of the Maverick Gold chapter of the Young Presidents Organization (YPO) and in 2019 was named Investment Banker of the Year by D CEO Magazine. Mike earned an MBA, with distinction, from the Kellogg Graduate School of Management at Northwestern University and graduated from Southern Methodist University with a BBA in Finance and Real Estate. 000000BD 000000BC 00004A55 00004A8F 0001DF2F 0001DF2F 00007F36 00007E4E 0000BAF0 0000BAF0

Episode 71 features Marshall Adkins, a Managing Director and Head of Energy Investment Banking at Raymond James. Marshall gives us great insight into what to expect in the energy markets for next few years, as well as the leading indicators that suggest the energy space will be an attractive place to focus your attention. Marshall Adkins joined Raymond James in 1995 and serves as the head of the firm's Energy Investment Banking practice. Prior to this role, Mr. Adkins served as the director of Energy Research for 25 years and focused on oilfield services and products. Prior to Raymond James, he spent 10 years in the oilfield services industry as a project manager, financial analyst and engineer. He holds a B.S. degree in petroleum engineering and an MBA from the University of Texas at Austin.

Episode 70 features Brent Humphries with Alliance Bernstein. Brent joined AB in 2014 as a founding member and President of AB Private Credit Investors, where he has primary responsibility for overseeing all aspects of the business, including chairing the investment committee, fundraising, investor relations, investment originations, structuring and underwriting, as well as ongoing portfolio management and compliance. He previously held the same position with Barclays Private Credit Partners. Prior to joining Barclays, Humphries served as group head, generalist financial sponsor coverage for Goldman Sachs Specialty Lending Group, and later led its structured private equity initiative. Before that, he served as a partner and managing director of the Texas Growth Fund, a middle market private equity firm. Humphries previously worked in leveraged finance with NationsBank and J.P. Morgan, and as a financial analyst with Exxon. He holds a BBA in finance with an emphasis in accounting from the University of Oklahoma and an MBA from Harvard Business School. Location: Austin 000001AA 000001A8 00005351 00005366 00087E97 00087E97 00007E54 00007E48 000454FA 000454FA

Kick-Off 2021 with quotes, mottos and mentorship advice from past Private Equity Fast Pitch guests.

Episode 68 of Northstar's Private Equity Fast Pitch features Jerry L. Johnson with EnPro Industries Inc. Jerry joined the EnPro Industries as their Senior Vice President of Strategy, Corporate Development, and Investor Relations. Jerry has held leadership roles in finance and consulting for more than 25 years. He has extensive experience in acquisitions and was a founding member and Partner of the private equity firm RLJ Equity Partners for the last thirteen years. He is a member of the New York Economic Club, Young President's Organization, The University of Tennessee's Investment Advisory Council and the College of Engineering's Board of Advisors, and a life member of the Council on Foreign Relations. Mr. Johnson's career also includes experience as a White House Fellow, merchant banker with Donaldson, Lufkin, & Jenrette, and as a management consultant with McKinsey & Company.

Todd Ofenloch is a Managing Director in the Boston office of H.I.G. Capital. Since joining the firm in 2009, he has been responsible for evaluating and executing new investment opportunities, as well as working with certain existing portfolio companies. Todd has over 15 years of experience investing in middle market private equity transactions and has worked on investments in a broad range of industries, including building products, business services, enterprise software, food and consumer products, hospitality and travel services, and media and marketing services. He currently serves on the boards of several H.I.G. portfolio companies. Prior to H.I.G., Todd was an investment professional at Parthenon Capital Partners, GTCR, and The Halifax Group. He began his career as an investment banker at Lazard Frères, specializing in mergers & acquisitions advisory services. Todd graduated with Bronze Tablet honors from the University of Illinois with a B.S. in Accountancy (CPA) and received an M.B.A. with honors from Columbia Business School. 00000377 00000376 0000507E 000051E2 00043FC1 00043FC1 00007EAE 00007F1E 000488EB 000488EB

Mr. Hurlbert is a seasoned entrepreneur – with a thirty-year track record of building successful businesses with strong leadership teams. Mr. Hurlbert was named Ernst & Young Entrepreneur of The Year® in 2009 in the Houston and Gulf Coast Area and inducted into the Ernst & Young Entrepreneur of The Year® Hall of Fame that same year. He was also a founding member of the Young Presidents Organization – Gulf Coast Region. Mr. Hurlbert is currently a Managing Partner and Co-Founder at BrightMark Partners, a growth equity and management firm dedicated to providing capital and resources to venture, growth phase, and middle market businesses. Mr. Hurlbert served as the President, CEO and Chairman of the Board of Houston based TAS Energy from December of 2001 to April of 2020. TAS is leading provider of high efficiency and modular cooling and energy systems for the data center, commercial, industrial and power generation markets. TAS was sold to publicly traded Comfort Systems (FIX) on April 1st of 2020. Under Mr. Hurlbert's leadership, TAS grew from a "start-up" to a global leader in efficiency/capacity offerings to the industrial, power generation and HVAC industries, renewable energy – including building over 300MW of geothermal plants worldwide, and data center products and services. When TAS was sold to FIX, the company had over 750 employees worldwide and delivered over 2,000 modules to 33 countries globally. Mr. Hurlbert is the Chairman of the Board at Clearas Water Recovery. Clearas utilizes patented, sustainable and proprietary technology to solve high nutrient wastewater challenges in the municipal and industrial water markets. In doing so, Clearas produces a valuable "bio waste" that can be sold into multiple vertical markets. Currently Clearas Water Recovery bio-waste is a sustainable substitute for hyrdro-carbon based products – i.e. it is being used to make foam for Addidas tennis shoes. Mr. Hurlbert sits on the Board of Prostar Geocorp, a company pioneering geospatial intelligence technology in the energy infrastructure and transportation markets. Prostar utilizes a SaaS based business model and has multiple patents and is transforming the way large utilities, construction companies, and states departments of transportation track underground assets and utilities (i.e. natural gas pipelines). Mr. Hurlbert sits on the Board of ATR SmartProcedures, a company pioneering digital transformation in the industrial industry by providing a SaaS based offering to take "paper based" operational, safety, environmental, and maintenance procedures and putting them in the cloud so they are easily accessible by plant employees. ATR has an impressive customer including Exxon, Chevron, Koch, and Commanche Peak. Mr. Hurlbert served from 2012 to 2018 on the Board of Directors at Loenbro, Inc., a diversified energy services and construction company with more than 900 employees. At Loenbro, Mr. Hurlbert provided leadership direction and oversight for the organic and inorganic growth plan, capital partnerships, risk management, organizational development, marketing and business development, as well as general and administrative oversight. Mr. Hurlbert helped Loenbro founders monetize the business in 2018 with a large New York private equity firm. Prior to joining TAS in 2001, Mr. Hurlbert served as the President and General Manager of a Pratt & Whitney Power Systems business unit, P2 Energy. Prior to P2 Energy, Mr. Hurlbert served as President and CEO of the PIC Energy Group. While at PIC, Mr. Hurlbert initiated and closed a joint venture with PWPS, which lead to the formation of P2. This transaction was valued at over $150 million to PIC, which at the time had roughly $25 million in revenue. Mr. Hurlbert left PIC to lead the P2 entity. Mr. Hurlbert is currently the Co-Founder and Co-CEO of Local Bounti, a company pioneering sustainable indoor agriculture. Prior to joining PIC as the CEO, Mr. Hurlbert was named General Manager of Global Sales for General Electric's Contractual Services business (GECS). Mr. Hurlbert was integral in building GECS from a "start- up" to over $7 Billion in backlog in just 24 months. GECS was known for pioneering the LTSA product line (long term service agreements) for GE's gas turbine technology. LTSA's became an industry wide standard. Mr. Hurlbert lead the team that developed out the product line, and built the global sales team from the ground up, starting with approximately 15 people and ended with over 150 when he left. When Mr. Hurlbert left GECS, the business had just closed $1 Billion in backlog in the prior quarter. A trend that continued after he left. GECS would go on to become one of the biggest success stories in the history of GE, and GE Power systems. While at GE, Mr. Hurlbert completed GE's esteemed four-week MDC program at Crotonville. Prior to GE, Mr. Hurlbert held the position of Director of International Business Development for Stewart & Stevenson (S&S), the world's largest

Episode 64 of the Private Equity Fast Pitch features Nik Shah, the co-founder and managing partner of Cohere Capital. Prior to co-founding Cohere Capital with Daniel, Nik was a Managing Director at H.I.G. Capital / H.I.G. Growth Partners where he focused on private equity investments in high-growth, entrepreneur-owned companies in the business services, technology, media, and Internet sectors. In his 12 years at H.I.G., he has served on the board of over 10 past and current H.I.G. portfolio companies. Prior to joining H.I.G., Nik was with Landmark Growth Capital Partners in Boston, Massachusetts, a private equity firm focused on buyouts and growth equity investments in business services, manufacturing, and consumer companies. At Landmark, he was responsible for deal sourcing, due diligence, and assisting management as a board director and observer of several portfolio companies. Earlier in his career, Nik was at AH Ventures and Adams, Harkness & Hill in Boston. Nik received his Bachelor of Arts degree in biochemistry with honors from Harvard University and an M.B.A. from the Tuck School of Business at Dartmouth. 000001FA 000001F9 000043D5 0000439E 0000A6A1 0000A6A1 00007F3F 00007F3F 0002880F 0002880F

Episode 63 features Brad Brenneman with Breck Partners. Prior to founding Breck, Brad was a partner at Wingate Partners for 16 years, where he served as Co-Managing Partner and was Chairman of Nekoosa Coated Products, Dunn Paper, and Sunrise Oilfield Supply, as lead board member for Industrial Container Services, and as a board member of S&N Communications and Binswanger Glass. ​ Prior to joining Wingate, Brad was an executive with Entergy Wholesale Operations where he led project teams in acquiring and developing power generation assets. He joined Entergy from Lufkin Industries where he served as an Officer. In addition to his leadership roles in operations and finance, Brad developed and implemented Lufkin's strategic planning process and coordinated the successful acquisition of companies in the U.S. and Europe to help implement the strategic plan. Previously, he was a consultant with Bain & Company where he advised clients on strategy and corporate turnarounds. ​ Brad holds a Bachelor of Business Administration in Accounting, summa cum laude, from Kansas State University and a Master of Business Administration from the Harvard Business School. He currently serves as an Elder at Preston Trail Community Church and is a Trustee of Legacy Christian Academy. Brad is married to Leanne and they are the grateful parents of Abigail (21), Jonathan (19) and Matt (17). 000000F4 000000F4 00004BBB 00004BBB 0006C21A 0006C21A 00007E29 00007E29 0006BFA7 0006BFA7

Today we are excited to present a montage of college graduates advice from past Fast Pitch guests. Today's college graduates find themselves in an unprecedented and challenging environment because of the COVID 19 national lock down. To address this national challenge, we've compiled the best advice to college graduates from top private equity professionals. we will hear how they overcame challenges in their past and tangible advice they would offer to young graduates in an unfamiliar environment. 000003FA 000003F7 000153B5 000153B5 000305C6 000305C6 00007ED2 00007ECC 00119087 00119087

Julia Karol is President and COO of Watermill Group. She is responsible for overall firm operations and helping Watermill portfolio companies develop and implement their strategies. Previously, as a Watermill Principal, Julia helped guide the day-to-day operations of the firm, directed the firm's investor relations and managed fundraising initiatives for acquisitions. Prior to joining Watermill, Julia worked at Jumpstart, a national nonprofit organization. While at Jumpstart, she managed Boston-area fundraising, coordinated communication and marketing efforts, cultivated partnerships, developed alumni relations programming, and oversaw staff recruitment efforts. Julia currently serves as a Partner with Social Venture Partners Boston, a venture philanthropy organization which connects Boston's most promising nonprofits with the money and minds to fuel their success. Julia has served as a Mentor for Endeavor, a global high-impact entrepreneurship movement and that promotes economic growth and job creation. She also serves as a member for the Budget and Administration Committee for Combined Jewish Philanthropies. Previously, Julia founded and served as board chair for the Young Nonprofit Professionals Network in Boston. Julia is a member of ACG Boston and the Young Presidents Organization (YPO) and has been named as one of the Most Influential Women in Mid-Market M&A by Mergers and Acquisitions Magazine for three consecutive years. In 2019, Julia received the Women of Influence Award from ACG Boston and was named one of Boston Business Journal's 40 Under 40 honorees. In 2017, Julia was named an Emerging Leader by the M&A Advisor. EDUCATION: She received a M.A. in Education Policy, Organization and Leadership from Stanford University, completed the Owners, Presidents, Managers program at Harvard Business School, and the Summer Institute for Entrepreneurship at the Stanford Graduate School of Business, and earned a B.A. from Tufts University.

COMPANY OVERVIEW With over $10 billion in assets under management, The Riverside Company is one of the largest and oldest global private equity firms. Riverside makes control and non-control investments in companies with enterprise values under $400 million. Since its founding in 1988, Riverside has invested in more than 650 transactions and currently has a portfolio that includes more than 90 companies worldwide. The firms' specializations include healthcare, education and training, manufacturing, tech-enabled business services, software, consumer, and franchising. PROFESSIONAL EXPERIENCE Robert Landis is a Founding Partner, Origination in the New York office of The Riverside Company, a private equity firm investing in premier companies at the smaller end of the middle market. Robert joined Riverside in 2002 and has over 42 years of commercial and investment banking experience gained at Deutsche Banc Alex Brown (18 years) and its predecessors, and at Citibank/ Chemical Bank.. At The Riverside Company he works with a team of 17 professionals who coordinate origination and structuring opportunities for Riverside's investment portfolios across 9 diversified funds globally. At Deutsche, he developed industry expertise in the consumer, industrial, transportation, and telecommunications sectors and in his last position (1987-2002) he created and led the Aerospace and Defense Group in North America. Robert previously headed the firm's North American corporate finance group as it transitioned to an investment bank in the mid 1990's. At Citibank, he was Vice President of the Multi-National Group. Prior to that, Robert was a Major (ret.) in the U.S. Army, serving 6 years active duty and 14 years active reserve with the 42nd Infantry Division, NYARNG. PROFESSIONAL AFFILIATIONS Association for Corporate Growth, NY Chapter Board Member EDUCATION Mr. Landis holds a BS from the University of Colorado and an MBA in International Management from the American Graduate School of International Management. Personal: Married with two children: Matthew and Moshe: wife Norma formerly of Colombia , language translator at NU Langonne Matthew :Notre Dame Lacrosse: 2x NCAA lacrosse defenseman of the year ( Schmeisser Award), Tewaarton Finalist ( similar to Heisman Trophy) and professional lacrosse player: 2 years Major League Lacrosse ( PLL) and one year Professional League Lacrosse ( PLL) , currently as of 2020, Ensign, U.S. Navy Moshe Landis: currently living in Israel, formerly member of the IDF Special Forces unit Sayeret Yahalom 000000C1 000000C0 000096B7 000096B7 0002140A 0002140A 00007E61 00007E61 00021958 00021958

Many of you listened to Episode 57 which addressed the importance of a plan, urgency and actions necessary to begin and implement a turnaround for a company facing challenging issues. Our guest, Jeff Sands, shared his own journey in the aftermath of Hurricane Katrina and his work assisting companies with turnarounds. At the time we recorded Episode 57 we had no idea just how significant the coming days would be in terms of the consequences of Covid -19. For those that have not listened to Episode 57 it is well worth the time as it provides a road map for dealing with the challenging times we are all facing. The economic circumstances associated with Covid-19 have impacted individuals, families, businesses, schools, colleges and universities, local, state and federal governments in ways never before experienced. The impact is far beyond anything anticipated or contemplated by today's contingency or crisis plans. The results are something that we will all have to work to overcome in the coming days, months and years. As optimists, we will all help our communities, businesses and people rise from the moment and return to a more normal way of life. Our guests today share a unique background, perspective and experience in assisting companies with the impact of crisis, restructuring and bankruptcy. While insurance may not be the first thing we think of in times of crisis, on this episode you will hear the implications and considerations apply across a spectrum of businesses. Insurance is more necessary than most think to position a company for recovery. We have three guests today… Devin Beresheim who is the Global Leader of Lockton Financial Services which includes Lockton's Corporate Restructuring Team. Allison Witt, an energy expert within LFS and the co-leader of CRT and Tim Kelly who is a Senior Advisor to Lockton Financial Services and the Corporate Restructuring Team. 00000187 00000185 00003ED7 00003ED7 0006D3A7 0006D3A7 00007E06 00007DD9 000284CB 000284CB

Being heavily involved in the Food & Beverage Industry, John has valuable insights on how the current COVID-19 lockdowns have effected businesses and what they are doing to combat the impacts. John is a senior advisor to middle-market companies on sell-side and buy-side merger & acquisition transactions, corporate divestitures, management buyouts, recapitalizations and other corporate finance matters. John's primary responsibilities at Arlington include leading deal execution and business development. Prior to Arlington, John worked as a financial analyst for AmSouth Capital Markets, now Regions Capital Markets (NYSE: RF). At AmSouth, John specialized in corporate syndicated senior debt, leveraged finance, private placements, interest rate derivatives, taxable and tax-exempt bond issuances and other capital markets solutions for the bank's commercial clients. Representative clients during his time at AmSouth include many notable public and private companies from $100 million to $3 billion in revenue. John graduated Magna Cum Laude from Lipscomb University in 2001 with a B.A. degree in Political Science, where he was chosen to attend the U.S. Air Force Academy Assembly as the top Political Science student in his class. In addition, John was a four-year letterman on Lipscomb's NCAA Division-I golf team, where he was an academic All-American. He also earned a Masters degree, with distinction, in Management, Economics and International Relations from the University of St. Andrews, Scotland, where he was a Ransome Scholar. At St. Andrews, John led a team of fellow students in winning the university's venture based business plan competition. An avid amateur golfer, John is a Member of Fenwick Brands Advisory Board and Investment Committee, Former President of Glenwood Autism & Behavioral Health's Junior Board and an active member of Birmingham's Monday Morning Quarterback Club. 000000E5 000000D9 00003BF8 0000384F 0019CDEB 0019CDEB 00007EA7 00007A17 00014449 00014449

Jeff grew up in working in his family's manufacturing business and returned as an adult to help grow, fix, grow again, fix again and eventually exit that business.Since then he has specialized in corporate turnarounds; fighting to save businesses, jobs, fortunes and the communities they support. 3-times Jeff has been awarded of one of the Turnaround Management Association's prestigious Turnaround of the Year Awards for each of the following businesses; Vermont Aerospace (2017), Canadian Kraft Paper (2018) and Union Metal Industries (2019). Since 2002, he has transformed dozens of businesses in dozens of industries with a reputation for taking on the most dire situations. In addition to corporate turnarounds, Jeff is known widely for his ability to attain top dollar in the sale of distressed businesses, maximizing going concern value while saving jobs, revitalizing the local economy and providing a dignified exit to the debtors. Jeff recently authored Corporate Turnaround Artistry, Fix Any Business in 100 Days which will be published by J. Wiley & Sons in 2020. Jeff married his college sweetheart and they enjoy their free time skiing, biking and shuttling their 3 children around to sporting events. For more information, here are a few links: http://dorsetpartners.com/we-wrote-the-book/ www.DorsetPartners.com www.AIAC.com Corporate Turnaround Artistry Book 0000011E 0000011E 00003B2B 00003B2B 0002A524 0002A524 00007ED6 00007ED6 000281D6 000281D6

Lauren is a Partner at MiddleGround where she is responsible for transaction sourcing and management of the Investment Team with John Stewart. Prior to founding MiddleGround, Lauren spent more than ten years executing transactions as an investment banker and private equity investor. She started her career in investment banking as part of the Financial Institutions Group at Banc of America Securities and then moved to Macquarie Capital to help launch a private capital markets platform. She subsequently spent 6 years at Monomoy Capital, where she was a Director on the transaction team and served on the Board of Directors for three portfolio companies. Lauren received a Bachelor of Science in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill (go Tarheels!) as well as an MBA with Honors from Columbia Business School (go whatever Columbia's mascot is!). While Lauren is now a certified New Yorker, her native Iowa roots are easily identifiable thanks to her love of corn. She and her husband, Brian, are the proud parents of two girls, Maddie and Cece. Lauren likes to spend her spare time golfing, is the worst FIFA 2019 soccer player on the Investment Team and is currently the tallest member of the firm. 000000DE 000000DE 000028E3 000028E3 000FD93E 000FD93E 00007C5F 0000790E 00010292 00010292

Brett Hickey is the Founder & CEO of Star Mountain Capital, LLC, a $1+ billion AUM specialized U.S. lower middle-market investment firm. Star Mountain employs a data-driven approach to provide value-added debt and equity capital to established small and medium-sized companies leveraging its large market expertise, scale-driven resources, and longstanding relationships. With approximately 30 full-time people and over 25 operating partners and advisors, Star Mountain brings proven large market expertise to help business owners maximize value. Star Mountain's team and partners include former senior executives from GSO / Blackstone, Goldman Sachs, Merrill Lynch, Credit Suisse, and Citigroup. Star Mountain provides flexible capital solutions including debt and equity for business owners and has a strategic primary and secondary fund business through which it invests in over 250 U.S. private businesses. This secondary business provides early liquidity to investors in U.S. lower middle-market credit and equity funds. Star Mountain's in-house technology team has built proprietary systems to support its data-driven approach to maximize value for investors and business owners alike. Star Mountain is a trademarked brand, including "Investing in the Growth Engine of America ®" and Star Mountain's distinctive "Collaborative Ecosystem ®" includes hosting and participating in 100+ events per year. Star Mountain's Charitable Foundation supports career development form women, veterans, and athletes as well as health & wellness initiatives including cancer research. Prior to becoming a principal investor starting in the early 2000s, Mr. Hickey was an Investment Banker at Salomon Smith Barney / Citigroup Global Markets in New York City where he covered global Asset Managers and Financial Institutions. In that role, he analyzed asset managers and asset classes, ultimately working on over $20 billion in completed strategic acquisitions and capital raises. Mr. Hickey's board memberships include member and former Chairman of Networks for the NYC Chapter of the Young Presidents' Organization (YPO), Global Board of Harvard Alumni Entrepreneurs, and Global Board of Help for Children (HFC). Mr. Hickey received a Bachelor of Commerce with Distinction from McGill University (Finance Major and Accounting Concentration) and is an alumnus from Harvard Business School's Owner/President Management executive leadership program. He is a frequent guest lecturer on industry panels and at academic institutions. Mr. Hickey is also a former Canadian national gold medalist and North American medalist in speed skating. Mr. Hickey is married with two children and lives in New York. 00000370 0000036E 0000B524 0000B524 00025F0A 00025F0A 00007EB8 00007EAB 00005829 000071E0

Bob Grady, is a seasoned private equity executive with over two decades of experience. Prior to joining Gryphon, he spent five years as General Partner and Managing Director of the Cheyenne Capital Fund, a $500 million private equity fund that achieved top-decile performance among similar vintage private equity fund-of-funds. Over the same time period, Mr. Grady was Chairman, as a non-paid volunteer, of the New Jersey State Investment Council, which oversees the state's $78 billion pension plan. During his tenure as Chairman, the fund significantly outperformed its expected rate of return and its policy benchmarks, achieving over $35 billion in investment gains and income over four fiscal years. From 2000-2009, Mr. Grady was a Partner, Managing Director, and Global Head of Venture & Growth Capital at The Carlyle Group. In addition to sitting on Carlyle's Management Committee, he was the fund head for Carlyle Venture Partners, a growth capital partnership with $1.5 billion under management in three funds, while also sitting on numerous Carlyle investment committees and portfolio company boards of directors. While at Carlyle, he was a Director of the National Venture Capital Association (NVCA), where he also served as Chairman. Before his tenure at Carlyle, Mr. Grady spent seven years at Robertson Stephens & Co., including as a Partner and Managing Director who served on the firm's Management Committee. Earlier in his career, from 1989-1993, Mr. Grady served in the White House as a senior policy advisor to President George H.W. Bush. He held a number of key roles, among them Deputy Assistant to the President, Executive Associate Director of the Office of Management & Budget (OMB), and OMB Associate Director for Natural Resources, Energy and Science. Mr. Grady also served on the faculty of the Stanford Graduate School of Business from 1993-2004 as a Lecturer in Public Management, teaching courses on environmental policy, regulatory policy, and investing in highly regulated industries. Mr. Grady holds an A.B. from Harvard College and an M.B.A. from the Stanford Graduate School of Business. He has been a Director of numerous private and public companies and non-profit organizations. He is currently a Director of Maxim Integrated Products (Nasdaq: "MXIM" and Stifel Financial Corporation (NYSE: "SF"), as well as a member of the Council on Foreign Relations. 00000422 00000421 0003004C 0003004C 0003E4F0 0003E4F0 00007F9B 00007F41 0001E5EB 00008A43

Marshall Adkins joined Raymond James in 1995 and serves as the head of the firm's Energy Investment Banking practice. Marshall Adkins joined Raymond James in 1995 and serves as the head of the firm's Energy Investment Banking practice. Prior to this role, Mr. Adkins served as the director of Energy Research and focused on oilfield services and products. Prior to Raymond James, he spent 10 years in the oilfield services industry as a project manager, corporate financial analyst, sales manager, and engineer. He holds a B.S. degree in petroleum engineering and an MBA from the University of Texas at Austin. 00000143 00000143 00006988 00006915 0000812F 0000812F 000081C5 000081C5 0001100A 0001100A

Joe Linnen is a Partner of The Jordan Company. He is also a member of the firm's Executive Committee. Joe joined TJC in 1993. He focuses all of his time on sourcing, originating and evaluating transactions on behalf of TJC. ​He serves on the board of directors of Worldwide Clinical Trials and CFS Brands. Joe is Chairman Emeritus of the La Lumiere School Board of Trustees and he was Co-Chairman of its Courageous Vision Capital Campaign. Joe was a founding Director of the Oz Park Baseball Association in Chicago. Joe holds a BS degree in Business Administration with concentration in Finance from the University of Notre Dame. 00000468 00000465 000052FA 000052FA 000CEF53 000CEF53 00007DAE 00007F07 000032D0 000032D0

Episode 51 of the Private Equity Fast Pitch features the quotes and mottos of past podcast guests that inspire them in their daily life.