Private Equity Fast Pitch

Mr. Crawford is a Co-founder and President of Coltala Holdings. He has over 15 years of experience in investing, asset management and building operating teams. As a Managing Director of Avesta Holdings, Mr. Crawford led business development activities; identified capital and acquisitions, special situation opportunities and managed key investor relationships. Mr. Crawford helped build Avesta's business to include over 320 employees and $1billion in assets and $100 million in revenue. Mr. Crawford was a Vice President at Goldman Sachs where he spent seven years as an advisor to numerous CEOs, institutions and private company owners. Mr. Crawford joined Goldman Sachs from the private equity firm Advantage Capital Partners (ACP), a national lower, middle-market, private equity firm. Prior to joining ACP, he served as a Peace Corps volunteer in the Dominican Republic where, at 23 years of age, he founded a four-member coffee cooperative and grew it to include more than 200 coffee farmers with access to global markets. Mr. Crawford is a trustee of the New World Symphony in Miami Beach, Florida; a trustee on the Business School Council at The Freeman School of Business at Tulane University in New Orleans, Louisiana; and a Term Member of the Council on Foreign Relations. As a U.S. Naval Intelligence Officer, Mr. Crawford served with Special Operations Command South in Latin America. From 2012-2013, he was deployed to Afghanistan as the Tribal and Political Adviser for SEAL Teams Two and Four as part of a Special Operations Task Force. He was awarded the Bronze Star for his service. Education MBA, MIT Sloan School of Management (MIT Sloan Leadership Fellow) MA, GMBA Tulane University, Latin America Studies / Finance (Morton Aldrich Fellow / FLAS Fellow / Cowen Scholar) BA, Texas Christian University / English Literature Listen to Edwards Ted Talk: https://youtu.be/gl4n6b5Lu-8 www.enothstar.com 000003E4 000003E1 0000535A 0000535A 00064FB6 00064FB6 00008045 00007F60 00014A68 00014A68

Dave Carvajal is a builder of billion dollar businesses. As CEO of Dave Partners, Dave is a sought out advisor and consultant to Board of Directors, venture firms, CEO entrepreneurs and leadership teams of some of the most exciting growth companies in the technology space that are making the world better. Dave built HotJobs to 650 employees, $125M in revenues, IPO and $1.2B market capitalization as co-founder. The HotJobs team experienced a second exit with the acquisition by Yahoo! in February of 2002. He built TheLadders to 400 employees and $85M in revenues. ​ Graduate of executive education and leadership programs at The Wharton School, Columbia Business School, and The Harvard Business School. Bachelor's degree from Clemson University. Husband to a great woman, father to identical twin boys, and master to Clover the wonder dog. He is an Ironman athlete, who speaks French and Spanish. 000002F7 000002F6 00009C27 00009C27 000E7314 000E7314 00008159 00008208 000111AC 000111AC

Mr. Johnson joined RLJ Equity Partners from American Capital, a publicly traded alternative asset management company with more than $20 billion of assets under management. Prior to joining American Capital, Mr. Johnson was a Vice President in the Financial Sponsors and Private Equity Group at Bank of America. He also served as a White House Fellow and Special Assistant to the Secretary of Defense. Mr. Johnson began his career with Donaldson, Lufkin & Jenrette, and prior to that, he was with McKinsey & Company. Mr. Johnson received his B.S. from the University of Tennessee and his M.B.A. from the Harvard Business School. 0000029B 00000299 00004FDE 00004FDE 00020A58 00020A58 000080A0 000080AD 0000E824 0000E824

Episode 46 features Gretchen Perkins with Huron Capital. Gretchen is responsible for managing Huron's business development and investment sourcing activities and is also involved in investor relations. These activities include outreach to deal professionals such as business brokers, investment banks, attorneys, accountants and consultants, and outreach to potential limited partners. Gretchen has over 30 years' experience in the finance and business development sectors serving a variety of capital market participants. Prior to joining Huron, Gretchen led the acquisition sourcing efforts at Long Point Capital, a middle market private equity fund. Gretchen also served as Vice President – Business Development for IRN, Inc., a market research firm, and has held senior business development positions at Fleet Capital Corporation and GE Capital Corporation, where she originated and structured senior debt packages for buyouts of middle-market companies. Gretchen has received numerous awards over her career including Mergers & Acquisitions Magazine Dealmaker of the Year (2015), Private Equity Analyst's 2017 Women to Watch, multiple year nominations to Mergers & Acquisitions Magazine List of Most Influential Women, and Crain's Detroit Business Most Influential Women 2016, among others.

Franny Jones, Managing Director, joined Sterling in 2010 to lead the firm's fundraising and investor relations efforts. Franny brings experience from the Private Wealth Management Groups of Morgan Stanley and Lehman Brothers in New York, where she was responsible for fundraising, asset allocation, manager selection and investor relations for family offices and foundations. Franny received a B.A. in Art History from Princeton University.

Colt has 29 years of investment banking and corporate finance experience. Throughout his career, Colt has completed approximately 200 merger and acquisition transactions helping entrepreneurs obtain liquidity via the sale of their business to either a strategic buyer or to a private equity firm. In addition, he has completed numerous merger and acquisition advisory assignments helping business owners expand their business by acquiring other companies and, in many cases, has also raised the capital required to complete the acquisition via the private placement of both equity and debt. He has deep transactional experience advising the owners of manufacturing, distribution, service and software businesses in the industrial and energy sectors of the economy. He has also worked extensively in other sectors such as aerospace, business services and consumer. Colt serves on the board of, and is a past-president of, the Association for Corporate Growth (Houston Chapter). Additionally, he is a former board member of the Hicks, Muse, Tate & Furst Center for Private Equity Finance at The University of Texas at Austin. 00000127 00000126 000045BC 000045BC 000E64E5 000E64E5 00007F02 00007F02 0029C197 0029C197

I am excited to share Episode 43 of the Private Equity podcast with you detailing some of my favorite motivational quotes and life motto's from past podcast guests. Looking back on the year, I've celebrated momentous occasions with my family including my 30th wedding anniversary, my oldest son's wedding, my second son's engagement and much more. These are the moments that make all of the hard work, goal setting, sacrifices, and focus worth it! I hope you enjoy this special episode featuring: David Namking, Kinzie Capital Kirk Fleischer, Investcorp David Walker, EBSCO Industries Matti Antilla, Grain & Barrel Moses Kagan, Adaptive Realty Ralph Manning, Coltala Holdings Chrisanne Corbett, KPMG Erik Rudolph, Farlie Turner Steve King, Alaris Royalty Brian Hegi, Crossplane Capital Sven Kins, Cook M&A Hunter Carpenter, RedBird Capital Suzanne Yoon, Kinzie Capital 0000024E 0000024C 000199CC 000199CC 000281F0 000281F0 000080C1 000080DE 00012C4E 00012C4E

Episode 42 of the Private Equity Fast Pitch Podcast features Robert Frost, the Chief Executive Officer of Lazard Middle Market who has nearly two decades of investment banking experience. Mr. Frost also serves as Co-Head of the Industrials group and has represented companies in a wide range of industrial sectors, including chemicals, automotive, building products, capital equipment, and engineered components. Representative transactions include advisingPrior to joining Lazard Middle Market in 2008, Mr. Frost spent nine years in the Mergers & Acquisitions practice of Piper Jaffray & Co. Prior to his career in investment banking, he spent seven years in public accounting with Deloitte & Touche LLP. Mr. Frost also serves on the Alumni Executive Board of The Wharton School of the University of Pennsylvania. Mr. Frost graduated from the University of Nebraska with a Bachelor's Degree in Accounting and received a Master of Business Administration degree from the Wharton School of Business at the University of Pennsylvania. He is also a Certified Public Accountant.0000012A 00000129 00004309 000041EB 00005CDB 00005CDB 00007F6E 00007DD6 00008FFA 0000B849

David Namkung is a Co-Founder and Partner of Operations at Kinzie Capital Partners, where he leads technology implementations and is responsible for assisting in the execution of value creation initiatives for Kinzie's portfolio companies. In addition, he oversees Kinzie's internal technology initiatives and supports various operational matters. Episode 41 features David Namkung, a Founder and Managing Partner of Clarity Partners, a high growth management and technology consulting firm, where he shares responsibility for day-to-day operations, business development and service delivery. David's strong background as an entrepreneur and over 25 years of experience in financial services, technology consulting, systems implementation, human capital management and operations helps drive value for Kinzie's portfolio companies. Prior to Clarity Partners, David was a Partner at Vector Strategic Services, where he successfully managed the development of enterprise systems for both Accenture and Deloitte & Touche. Before Vector, he was an options market-maker for Gargoyle Strategic Investments and served as a Senior Consultant at Accenture. David graduated with honors from Carnegie Mellon University with a B.S. in Industrial Management and in Economics. David is a member of the Board of Directors for the Asian American Action Fund of Greater Chicago, Hanul Family Alliance, where he served as the President, and The Council of Korean Americans. In 2017, he was featured by Chicago United in their Business Leaders of Color publication. David is an avid golfer, hockey player and former professional blackjack player. 00000768 00000764 00022524 00022524 000778C1 000778C1 0000830F 0000830F 000F9DA7 000F9DA7

Episode 40 of the Private Equity Fast Pitch Podcast features Kirk Fleischer who joined Investcorp in 2016 to focus on deal sourcing and business development. ​Prior to joining Investcorp, Kirk worked for seven years as an EVP of Strategy and Corporate Development at BeavEx Inc. Prior to that, he spent 12 years in investment banking at Jefferies, Lehman Brothers and Oppenheimer, and also spent 5 years in corporate development at Dun & Bradstreet. Kirk holds a BA in History from Middlebury College and an MBA in Finance from the Johnson Graduate School of Business at Cornell University.

Episode 39 features David Walker with EBSCO Industries. David is a graduate of Auburn University where he earned a B.S. in Accounting. He started his career as a CPA with Ernst and Young and later worked for PJ America as VP and Corporate Controller until joining EBSCO Industries in 2000. David has served EBSCO in a variety of capacities over the past 19 years and currently serves as its President and CEO. EBSCO is a global company with businesses in a range of industries including Information Services, Outdoor Products, Real Estate, Manufacturing and Distribution, and Business Services. EBSCO is consistently ranked in the top 3 of Alabama based privately held firms. David is active in community affairs and currently serves on the boards of Auburn University, Harbert College of Business, Junior Achievement, City of Vestavia Hills, Mayor Financial Advisory Committee, The Distribution Point, and McKinney Capital. David is an outdoor enthusiast, avid reader, and enjoys travel with his wife, Lindy, and their three children. 000006ED 000006E7 0000D417 0000D417 000F2B0F 000F2B0F 0000811B 000080F1 00135B82 0005C9D6

For this episode, we've created a montage of our past podcast guests providing their advice to recent graduates interested in investing banking or private equity. 000002EE 000002EB 00023385 00023385 001DB7C1 001DB7C1 00007F7C 00007F7A 00246215 00246215

In 2012, Anttila founded Grain & Barrel Spirits, a West Palm Beach-based beverage alcohol company. At home in the Southeast with production and sales partners around the world, Grain & Barrel Spirits is an innovative, emerging company with wholly owned brands including Dixie Southern Vodkawhich Anttila created from scratchand which won of a 2019 "Rising Star" Growth Brands Award from the Beverage Dynamics magazine;pre-Prohibition favorite Chicken Cock Whiskey, which Anttila resurrected; and Endless Summer Rum. Last year Grain & Barrel launched Dixie WildflowerHoney in partnership with the Savannah Bee Companyand its Charleston-based non-profit, The Bee Cause, which installs observation hives worldwide with the mission to develop future stewards of the planet. On a personal note, Anttila is a board member of Piper's Angels, a foundation which has raised hundreds of thousands of dollars for the cystic fibrosis community. Their annual Father's Day event, Crossing for a Cure, is an 80-mile open-sea paddle board crossing from the Bahamas to Florida; in 2018, Anttila made the crossing solo in 16 hours, and he is looking forward to this year's event. Anttila's career began in 2001, as an analyst for J.P. Morgan Chase & Co. Four years later, he found himselfin São Paulo, Brazil where he founded Cabana Cachaça, which by 2011 was named one of the top 50 spirits in the world by Wine Enthusiast magazine.From 2015 onward, Anttila straddled the finance and CPG industries, marrying the two through his investment company North End Commerce which holds Anttila's companiesGrain & Barrel Spirits, licensing company Cloudbreak Brands, and food and snack focused Intercoastal Brands. Anttila attended Amherst College and lives in West Palm Beach, Florida, with his wife and two daughters. In his spare time he enjoys golf and paddle boarding, and is currently brushing up on Finnish, a language he spoke nearly fluently as a child. 0000058A 00000588 00008397 00008397 0016B458 0016B458 0000816A 00008162 000666FA 000666FA

Moses Kagan is the co-founder and head of Adaptive Realty, a Los Angeles multifamily development and property management group. Since 2008, he has overseen the repositioning of more than 75 properties in Los Angeles and grown Adaptive from zero to $100MM in AUM. He began his career in mergers and acquisitions at LongAcre Partners in London (since acquired by Jefferies). Moses received a B.A. magna cum laude from Princeton University and an M.A. from The London School of Economics, and is licensed as a real estate broker in California. 0000019F 0000019E 0000B1BB 0000B1BB 000AE2A2 000AE2A2 000084EC 000084DB 000E5DDB 000E5DDB

Episode 35 features Ralph Manning, the Co-founder and Chief Executive Officer of Coltala Holdings. As a private investor, and more recently a founding partner of Progress Equity Partners, Ltd, he has been active in acquiring majority control of operating companies since 2003 - typically from founder entrepreneurs and owner operators. He has over 20 years of direct investment experience, has served in executive and board roles in numerous companies, and for over 15 years has been an active investor in the private equity market. Previously, he was an associate at RSTW Partners, a private equity firm providing mezzanine and equity capital to lower-middle-market and middle-market companies throughout the United States. Mr. Manning's current focus is on manufacturing and business services. Within these industry sectors Coltala is interested in investment opportunities in the medical device manufacturing, aerospace, test & measurement equipment, material handling equipment and home services segments. Coltala is currently executing a buy and build strategy in the HVAC industry via its platform company Trudela. Information on Trudela can be found at www.trudela.com Ralph earned an OPM from Harvard Business School, a BBA from Texas Christian University and holds the CFA designation. He is active in YPO and is the current Chapter Chair of the Fort Worth Chapter. 00000083 00000082 00002138 000020F1 0000E014 0000E014 00007F94 00007FF4 001B698D 001B698D

Chrisanne, Managing Director for KPMG CF LLC, leads the Diversified Industrials Team, and co-leads the Private Equity Coverage Team. She is based in the Chicago office. Chrisanne has more than 20 years of experience leading mergers and acquisitions (M&A) transactions for clients in the diversified industrials sector, specializing in high-growth end markets such as Test & Measurement, HVAC, Flow Control and Building Products. She has worked on numerous transactions for Fortune 500, private equity and leading private company clients and has advised on numerous cross-border transactions. Prior to joining KPMG Corporate Finance, Chrisanne was an associate at Mitsubishi Bank in their middle market financing group. Prior to that she was an analyst in the leveraged buyouts group at JP Morgan. Chrisanne earned a Masters of Business Administration from the University of Chicago Booth School of Business and a Bachelor of Business Administration from the University of Notre Dame. 000001AC 000001AB 00003783 00003711 000106A7 000106A7 00007DF8 00008013 00011A0A 00011ED6

Erik Rudolph is a Managing Director at Farlie Turner and leads its Oil & Gas Services Practice as well as its Industrial Services Practices. In addition, Mr. Rudolph is co-head of Farlie Turner's Consumer Practice. Mr. Rudolph has advised a wide range of companies ranging from pure play oilfield services companies to industrial MRO companies to food & beverage companies on the consumer side. Prior to joining Farlie Turner, Mr. Rudolph was a co-founder and Managing Director of Aquetong Capital Advisors, a boutique investment bank focused on advising founders and owners of middle-market companies on their liquidity options. Mr. Rudolph started his investment banking career at Goldsmith Agio Helms, now Lazard Middle market, where he served as a Director in their New York office. ​ Mr. Rudolph started his professional career as an attorney practicing corporate and sports law for 8 years before moving over to investment banking. He received his B.A. in Political Science from New York University and his JD from the Benjamin N. Cardozo School of Law. 00000214 00000212 00013E92 00013E92 001DD0DB 001DD0DB 0000803A 0000813F 0000D3D6 0000D3F0

Steve is the President and CEO of Alaris Royalty Corp. and has served in that role since he co-founded the company in 2004. Prior to creating Alaris, he spent 12 years in the investment banking industry as a Senior Officer in both Toronto and Calgary, giving capital markets and merger and acquisition advice to corporate clients in both public and private company startups. He is a qualified Chartered Financial Analyst (CFA) and was an Ernst & Young 2013 Prairies Entrepreneur of the Year finalist. Present day, he sits on the panel of judges at the event. Steve is involved in every facet of the investment process at Alaris and is an integral part of the relationships that are created with each of the companies partners. Steve hails from a family of entrepreneurs and has built Alaris around a strong belief in driven private business owners. In his spare time, Steve is an avid sports fan, player and coach. In 2014 he became majority owner of the Cardiff Devils, a Welsh team in the British Elite Ice Hockey League. Steve's main focus remains to be his wife, Kim, and their three busy kids. 00000342 0000033E 000054AF 000054AF 000ADFAC 000ADFAC 00007DAB 00007DB0 00134F0F 00134F29

As a co-founder and partner of Crossplane Capital, Brian is responsible for sourcing and closing transactions with significant cash and profitability improvement opportunities and overseeing the lifecycle of the portfolio. Prior to founding Crossplane Capital, Brian was a managing director with Prophet Equity. During his 10 years there, Brian was responsible for sourcing and managing acquisitions with significant value creation upside. He served on the boards of directors of Acton Mobile, Hatch Stamping Company, Groff Tractor and Equipment, Total Plastics, Derby Fabricating and Cummings Signs. Brian began his career as an operations improvement consultant with AlixPartners and AT Kearney. During his seven-year career as a consultant, Brian's work primarily focused on optimizing global supply chains, reducing manufacturing complexity, improving product profitability, and reducing direct material costs within industrial companies. These included Tier I automotive manufacturing, automotive aftermarket, food distribution, food manufacturing, electronics manufacturing and consumer packaged goods. Brian graduated cum laude with a BA in Economics from Vanderbilt University and an MBA from The University of Texas, where he received the Dean's Award for Academic Excellence. Outside of work, Brian enjoys cheering on his three kids during their extracurricular activities and traveling the United States supporting his wife's passion for running marathons. While he was raised in Dallas, he is proud of his West Texas family roots. Brian is a board member and former chairman of Interfaith Family Services, serves on the advisory board for the HMTF Center for Private Equity Finance at The University of Texas, and serves on the board of directors for Southern Methodist University's Undergraduate Career Center. He is an eternal optimist about the success Vanderbilt University's football team will have each season. Ping pong is his best sport. 000004E0 000004D8 00010611 00010611 0011214E 0011214E 00007CDC 00007F22 0012728D 00126097

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Episode 30 features Sven Kins, a managing director with Cook M&A in Chicago where he is responsible for executing acquisition strategies, both platform and add-on opportunities as well as CEO Visions projects. Leveraging his 17 years of experience, Sven leads the firm's FocusFirst® initiatives and overall growth strategy. He serves as a valuable guide to Cook M&A's clients on how best to execute their acquisition strategies, while advising business owners of their M&A options via the opportunities Cook M&A presents to them. Sven earned a BA from Michigan State University and is an avid Spartan. Sven and his wife have three children and live in Chicago. He enjoys spending time with his family, playing and watching sports, travel and golf. He is also fluent in Latvian.

Episode 29 features past Private Equity Fast Pitch speakers discussing their favorite quotes and mottos they utilize in their daily lives and businesses. 0000058E 00000587 0002F88E 0002F88E 00102E24 00102E24 00008105 00008105 00105005 00105005

Scott is a Senior Vice President with FEG Investment Advisors where he is responsible for sourcing, conducting due diligence, and monitoring private equity investment opportunities. Prior to joining FEG, Scott was a Senior Investment Analyst with Fort Washington Capital Partners, a private equity fund-of-funds manager and wholly-owned subsidiary of The Western & Southern Life Insurance Company. In this capacity, Scott was responsible for conducting due diligence and research on private equity and venture capital funds. Scott began his career as a Fixed Income Analyst with Bear, Stearns & Co. Scott received his MBA from the Indiana University Kelley School of Business and a BA in Economics from Cornell University. At Cornell, Scott was a member of the men's varsity swimming and diving team. He is a member of the CAIA Association. v0000007F 0000007F 00002DB2 00002D4C 00010900 00010900 00007E55 00007F2E 000108E5 000108E5

Victor is a Managing Partner and Co-Founder of Insight Equity. The firm has over $1B of equity capital under management and his current, primary responsibility is overseeing four of Insight's current portfolio firms as their Chairman as well as leading Insight's transaction efforts in aerospace, defense, machining, and technology. Before co-founding Insight Equity, Victor led product development at Military Advantage, a venture-backed Internet company sold to Monster Worldwide in 2004. Prior to that, he was a senior manager at Bain & Company where he focused on merger integration and operational improvement cases. In the early nineties, Victor worked in the mergers & acquisitions department of Lehman Brothers where he was responsible for company due diligence and transaction execution, as well as working overseas in the Middle East advising the Saudi government on business investments. Victor received his MBA from the Harvard Business School where he was named a Baker Scholar for graduating in the top 5% of his class. He has also received a Master's Degree from the Massachusetts Institute of Technology and earned a double major BA in economics and political science from Stanford University. Victor currently serves as the Chairman of the Board of Micross Components, MB Precision Investment Holdings, Dustex Holdings, and VirTex Investment Holdings. He also serves on the Board of the general partner of Emerge Energy Services LP, Versatile Processing Group Holdings, Plasman Group, Panolam, and Riverbend Foods. Additionally, Victor served 20 years in the U.S. Navy Reserve, retiring in 2014 as a Commander (O-5). In 2017, Victor became the 12th American to complete the "Explorer's Grand Slam" which requires climbing the highest peak on all seven of the world's continents including Mt. Everest, and skiing at least 100 kilometers to both the North and South Poles. He is also an instrument-rated, multi-engine jet and helicopter pilot. 00000326 00000323 0001C55E 0001C55E 000F3305 000F3305 0000853D 00008531 0005D4C1 0005D4C1

Cleveland has over a decade of leadership experience in the food and beverage and consumer investment banking market, previously as a founding member of Harris Williams & Co.'s Minneapolis office along with its global food and beverage and consumer investment banking practices. Most recently, Cleveland established the food, beverage and agriculture practice for Zachary Scott, with additional leadership responsibilities in the broader consumer market. Cleveland earlier worked in Piper Jaffray & Co.'s investment banking group. He received an MBA from The McCombs School of Business at the University of Texas at Austin and a bachelor's degree in finance from Santa Clara University. 00000239 00000238 000057BD 000057BD 00090EAC 00090EAC 000080F1 000080EC 0007B86D 0007B86D

Tripp Davis is a Partner with 7Mile Advisors with over 15 years of investment banking and advisory experience. Tripp joined 7 Mile Advisors from Hyde Park Capital Partners, where he served as head of the Business Services, Technology and Communications group while advising companies in a variety of industries on M&A and capital raising assignments. Previously, Tripp served as Vice President at DecisionPoint International and began his career with Livingston & Associates. Outside of work, he enjoys spending time with his wife and three children, adventure racing, hunting and skiing. BS Biology - Hampden-Sydney College; Post graduate studies - Florida State University. 000000EA 000000E8 000035FB 000035E0 0010C353 0010C353 000080BD 000080CD 0010C339 0010C339

Episode 24 features Drew Spitzer, a managing director with Harris Williams. Prior to joining Harris Williams, Drew worked in the General Industrial Group at Banc of America Securities and in the Investment Banking Group at Goldman Sachs. Today they will be discussing the Energy, Power & Infrastructure section of Harris Williams and the current trends and volatility within the industry. They will also discuss how Harris Williams is adapting around the cycles and driving new business opportunities. Finally. Drew will give his insight on what differentiates applicants and interviewees interested in Investment Banking. 000006B8 000006B4 0000883C 0000883C 00181A34 00181A34 00008055 00008056 00012E0A 00012DBC

Dr. Alice Mann with Blue Wolf Capital is an Operating Partner. The Blue Wolf Capital Funds are a family of private funds which focus on transformational investments in middle market companies. For over 20 years, Dr. Mann has advised senior executives to build high-performing leadership teams, develop winning talent strategies, and design organizations that achieve outstanding performance results. As the human capital leader, Dr. Mann drives Blue Wolf's human capital due diligence and works directly with the leadership of Blue Wolf's portfolio companies to develop their talent strategies and capabilities to deliver on their value creation plans. Dr. Mann sits on Blue Wolf's ESG committee. Dr. Mann was named Blue Wolf Operating Partner in 2018. Prior to joining Blue Wolf, Dr. Mann was the founder and CEO of Mann Advisors from 2005 to 2018. She has assessed and redesigned scores of organizations, from high growth start-ups to global Fortune 500 companies, across all major industries and sectors. Dr. Mann has evaluated and developed executive leaders and their teams at all stages of growth to achieve their strategic priorities. From 2007 to 2018, Dr. Mann was a Senior Consulting affiliate of Kates Kesler Organization Consulting, a preeminent organization design firm based in New York City. More recently, she was also a Leadership Coaching affiliate of Agile Synthesis, a leadership development firm that works with high-growth start-ups. Previously, Dr. Mann was a vice president at JPMorgan Chase Bank, where from 1999 to 2005 she led large-scale change and restructuring initiatives during several global bank mergers between Chase Bank, JP Morgan, Bank One and Hambrecht and Quist. Dr. Mann has taught a graduate course in leadership at Columbia University. Her book, Future First, was published by Routledge in May 2018 and is a practical guide for future-thinking leaders based on findings from interviews with over 50 business leaders. She is a senior contributor to Forbes.com. Dr. Mann holds a B.A. in History from Reed College and a Ph.D. and M.A. in Social and Organizational Psychology from Columbia University. Additionally, she earned a two-year Organizational Dynamics certification from the William Alanson White Institute. At JPMorgan Chase, Dr. Mann received Six Sigma Black Belt training. 00000674 0000066F 0000AF6B 0000AF6B 00041224 00041224 00007F09 00007EC1 000BF13E 0003D729

Mr. Blumenthal was the founding partner of Blue Wolf Capital in 2005. Currently, he serves on the board of directors of four Blue Wolf portfolio companies: Finch Paper Holdings, Twin Rivers Paper Company, Elara Caring, and StateServ Holdings. Elara is the fourth largest home health and hospice company in the U.S., with over 60,000 patients in fifteen states, while StateServ is the leading provider of durable medical equipment to hospice patients in the US. Blue Wolf is a middle market private equity firm with investments in health care, forest and building products, energy services, and infrastructure services. Leading by experience, and with a commitment to excellence, Blue Wolf transforms companies strategically, operationally and collaboratively. Blue Wolf manages challenging situations and complex relationships between business, customers, employees, unions, and regulators to build value for stakeholders. Blue Wolf has over $1.2 billion in assets under management and has substantial liquidity through its current $540 million investment fund, Blue Wolf Capital Fund IV, L.P. From 1989 to 2002, Mr. Blumenthal built and managed American Capital Ltd., a publicly-traded buyout and mezzanine fund (NASDAQ: ACAS). Mr. Blumenthal played a central role in building it from a start-up into a publicly-traded buyout and mezzanine fund with a portfolio of over $1 billion invested in sixty-three middle market companies by the time he left in 2002. Mr. Blumenthal served as First Deputy Comptroller and Chief Financial Officer for New York City Comptroller William C. Thompson, Jr. from 2002 - 2005. In this capacity, he oversaw the capital markets activities of the Comptroller's office, including managing the assets of the New York City Retirement Systems. Mr. Blumenthal received a B.A., magna cum laude, from Harvard College, and a M.B.A. from the Yale School of Management. From 2004 to 2007, he served on the Yale SOM's Board of Advisors, and is currently a member of the Advisory Board for Yale's International Center for Finance. In 2009, he was named a Donaldson Fellow at the Yale SOM. From 2011 through 2017, Mr. Blumenthal was a Trustee, and Chair of the Investment Committee, of the UAW Retiree Medical Benefits Trust, a $60 billion fund that pays retiree health benefits for over 700,000 UAW employees of Ford, Chrysler and General Motors. He has also been a trustee of, and Chairman of the Investment Committee of, the Nathan Cummings Foundation and the Community Service Society of New York. 000001AA 000001A9 00003378 00003378 00044C00 00044C00 00008040 0000802C 00010DB1 00010DB1

Episode 21 of the Private Equity Fast Pitch features David Felts, a Managing Director of TM Capital Corp., headquartered in Atlanta, Georgia. David's expertise encompasses a range of transaction types and spans industry verticals including textiles, building products, consumer / retail and industrial services. He is highly regarded as an architect of portfolio company divestitures for many well respected middle market private equity firms and is a frequent panel speaker at middle market M&A industry conferences. Prior to joining TM, David was a Managing Director at Brookwood Associates, where for over a decade he focused primarily on middle market M&A advisory. Previously, he was a founding partner at Equity Capital Partners and a Director at Prudential Securities Investment Banking, where he spearheaded the growth of Prudential's successful Consumer / Industrials Industry Practice Group. 000004E7 000004E5 0002D9E0 0002D9E0 0010E187 0010E187 00007FFD 00007FFD 00166C4E 00166C4E

Episode 20 features Ted Kramer, the President and CEO of Hammond Kennedy Whitney. Ted joined HKW in 2001 and has led the sourcing activities of the firm since 2002. In 2014, Ted's role shifted as he was appointed President of HKW. In August of 2015, Ted assumed the position of President & CEO of HKW. Ted works on sourcing new investment opportunities for HKW, as well as running the day-to-day operations of the firm. Prior to HKW, Ted was an Investment Manager at White River Venture Partners, a venture capital fund based in Indianapolis. Ted also worked for Arthur Andersen, LLP in the business consulting group. Prior to his business career, Ted played professional hockey across North America. Ted earned his MBA from the Indiana University Kelley School of Business and his undergraduate degree from the University of Michigan. Ted and his wife Lynn live in Carmel with their daughter and son. Ted enjoys hitting the links when he is able to get out of the office. 0000067C 00000677 0000F6F4 0000F6F3 00178124 00178124 000083F3 000083DD 00158C53 00158C53

Episode 19 features Glenn Oken, a Managing Director with Mangrove Equity. Glenn's primary focus at Mangrove is originating deal opportunities and qualifying acquisition candidates. He also assists Mangrove portfolio companies with corporate development issues and is a member of Mangrove's Investment Committee. Prior to co-founding Mangrove, Glenn was the most tenured partner at Florida Capital Partners. Between Mangrove and FCP, Glenn has helped to build two of the most experienced and successful lower middle market private equity funds in the nation. Over the past 28 years as a private equity partner, Glenn is well known for his candid and effective "win/win" partnering with company owners, managers, and their advisors. Glenn is a firm believer in the power of internal operating partners in private equity, to bring more than just the commodity of cash to portfolio partners. Glenn worked in the southeastern headquarters of L.F. Rothschild and at NCNB National Bank early in his career, and holds a B.A. from the University of Virginia. 00000075 00000074 00001CD4 00001CD4 000EACF0 000EACF0 00007F63 00007EC4 00104CDB 00104CDB

Drew Quartapella is a founder and Managing Director of BlackArch. He has over 20 years of middle-market mergers and acquisitions advisory experience as both an advisor and a principal and has advised on transactions with an aggregate value in excess of $5 billion. Mr. Quartapella is co-head of BlackArch's Energy, Distribution and Consumer practices. He also has transaction experience in the fields of Infrastructure & Construction; Distribution & Supply Chain Management, Food, Beverage & Agribusiness; Consumer & Retail; Industrial Growth & Diversified Manufacturing; and Applied Technology & Digital Media. Mr. Quartapella founded Edgeview Partners in 2001; Edgeview Partners was a leading independent middle-market investment bank until its sale to The CIT Group in 2007. Mr. Quartapella served as a Managing Director of Edgeview and the Head of M&A at The CIT Group. Mr. Quartapella started his career in the Houston office of Arthur Andersen & Co. as an advisor in its enterprise practice. During business school, he served as an associate in the investment banking division at Goldman, Sachs & Co. in New York. Mr. Quartapella was instrumental in the formation of W-H Energy Services a Houston-based energy services firm. He served as chief financial officer of W-H, supporting the company's growth through internal expansion and numerous acquisitions. Mr. Quartapella participates in many philanthropic endeavors in the Charlotte area at the board level and as an active volunteer. A native of Houston, Mr. Quartapella earned a bachelor of science degree in finance from the University of Houston, where he received the Jesse H. Jones Academic Scholarship. He holds a master's degree in business administration from the J.L. Kellogg Graduate School of Management at Northwestern University. Mr. Quartapella lives in Charlotte with his wife and two children. 000001C4 000001C3 00002A6E 000029C9 000083F0 000083F0 00007E23 00007DF5 0000343E 000083D6

Episode 17 features Tammie Miller a Managing Director, with TKO Miller with over 20 years of investment banking experience with an extensive background in healthcare, business process outsourcing, manufacturing, industrial services and food ingredients. Prior to forming TKO Miller, Tammie was a Managing Director at Grace Matthews where she was responsible for managing transactions in a variety of industries. Tammie particularly enjoyed working with family and founder owned businesses. Tammie's operating background developed when she acquired 8 companies to create Innovative Resource Group as part of Cobalt Corporation (Formerly Blue Cross Blue Shield of Wisconsin) She served as Senior Vice President of Operations at Innovative Resource Group (now APS Healthcare), where she oversaw 400 employees and was responsible for $50 million in revenues. Tammie's prior investment banking experience includes positions at Alex. Brown & Sons, First National Bank of Chicago, Kidder Peabody, and Lehman Brothers. Tammie is a Chartered Financial Analyst and holds a B.A., with High Honors, in Latin American Studies, as well as an M.B.A. with an emphasis in finance, both from The University of Chicago. 00000105 00000106 00002A6B 00002A6B 0013E0AC 0013E0AC 00007D73 000079ED 0000265E 0000265E

Paul Murphy with Sentinel is a Partner who joined in 2000. Over the past two decades, he has established himself as a successful lower middle market private equity investor. Before joining Sentinel Capital Partners, Mr. Murphy spent three years as a Director at Dilmun Investments, the U.S. private equity affiliate of Bahrain International Bank. While at Dilmun, he focused on originating, structuring, and executing private equity investments in lower middle market companies. Prior to Dilmun, Mr. Murphy was a Vice President in the Financial Buyers Group at NationsBanc Capital Markets, where he focused on providing debt and equity financing for leveraged buyouts and recapitalizations. Previously, he spent two years as an Associate in the Merchant Banking Group of Chase Manhattan Bank where he focused on private equity and subordinated debt investments in lower middle market companies. Mr. Murphy holds an MBA from Georgetown University and a BS from the United States Military Academy at West Point. Mr. Murphy served in the U.S. Army for five years as an Artillery officer in a Light Infantry Division, where he attained the rank of captain. 000001AE 00000194 000022A5 000023FE 00003734 00003734 00007C88 00007DB4 000042D6 000042D6

Episode 15 features Barry Freeman, a Managing Director and Co-Head of Lincoln International's Healthcare Group, focusing on healthcare services in the global market. Barry manages key client relationships, deal teams, and is active in marketing the services of Lincoln International to private owners, private equity firms and corporations. Today they will be discussing the Healthcare Industry and how Technology has been shaping recent growth. They will also cover recent trends within the industry and how Lincoln has positioned themselves in relation to competitors. 00000161 00000160 000075AA 000075A8 0001D372 0001D372 00007DA8 00007E00 0000D043 0000D043

Jeri Harman with Avante Mezzanine is the Founder & CEO. With over $465 million of capital under management, Avante makes unitranche and subordinated debt and minority equity investments to finance buyouts, minority recaps, acquisitions and growth. Avante invests $5 – 25 million in established lower middle market companies generating at least $3 million EBITDA. Ms. Harman has over 30 years of financing experience, involving well over $1 billion in aggregate transactions. In 2016 and 2017, she was and named one of the Most Influential Women in Middle Market M&A. In March 2017, she was recognized as one of 15 Trailblazers by Buyouts Magazine. 0000020E 0000020E 000061A9 000061A9 0002FB0F 0002FB0F 00007F50 00007C07 0016788D 0016788D

Episode 13 features Chad Sweet, Co-Founder and CEO of the Chertoff Group. Before joining the private sector, Chad served as the Chief of Staff of the Department of Homeland Security. With over a decade of investment banking experience, Chad has been involved in more than 40 successful sell- and buy-side M&A and capital formation engagements. 00000094 00000094 000020EF 00002152 0000A5EB 0000A5EB 00007D9C 00007BFB 00148C34 00148C34

Episode 12 features Scott MacLaren who joined Sterling in 2014 from The Boston Consulting Group where he focused on operational improvement initiatives for industrial and energy companies. Prior to entering the private sector, Scott was a Ranger qualified officer in the United States Army where he led a scout platoon during the troop surge in Iraq, and later served as a company commander in charge of 120 personnel. Scott's first investment at Sterling was American Bath Group, a turnaround effort and industry consolidation in the bathware manufacturing industry. Scott embedded with the company for a year, using his experience leading teams and driving operational change to completely transform the company's transportation and logistics program, as well as executing four strategic acquisitions. Scott received a B.S. in Economics from the United States Military Academy at West Point and an MBA from the Wharton School. 00000123 00000122 00001C4B 00001BF1 00181C73 00181C73 00007D28 00007E0A 00181C73 00181758

Episode 11 features Hunter Carpenter from RedBird Capital. Hunter, a former 4 year letterman of Ole Miss basketball, previously worked 8 years at The Stephens Group out of Arkansas before joining a Redbird Capital as a Partner. Today they'll be discussing RedBirds background and differentiation within the industry, some guidance he'd offer young students as they decide on a career path and finally, how he approaches entrepreneurs before establishing a partnership. 00000331 00000330 0000C8F2 0000C8F2 000A874E 000A874E 0000804F 00008060 001B9DB1 001B9DB1

Episode 10 focuses on advice to recent graduates who are interested in Private Equity and Investment Banking from 9 of the most influential professionals within the industry. Speakers include, Kurt Haras with Quarton, Jay Jester with Audax, Charlie Gifford with New Heritage, David Iverson with Lazard, Blythe Jack with TSG Consumer, Clay Hunter with The Stephens Group, Jeff Sangalis with ORIX, Dave Althoff with Duff & Phelps and Suzanne Yoon with Kenzie Capital. 00000224 00000223 0000E79B 0000E79A 001FFC0F 001FFC0F 00008582 000084FA 000C6805 000C6805

Episode 9 features Suzanne Yoon, the Founder and Managing Partner of Kinzie Capital Partners. Suzanne oversees the firm's investments and operational activities. Her philosophy of combining operational excellence with technological innovation separates Kinzie from other capital providers and insures impactful and sustained growth for investors. Prior to founding Kinzie, Suzanne was a Managing Director at Versa Capital Management, LLC, a leading special situations-focused private equity firm, where she led transaction development throughout North America and originated and executed debt and equity investments. In 2013, she received the "40 Under 40 Dealmakers Award" from The M&A Advisor for her work. 0000037A 0000037A 00017AF0 00017AF0 00127F4E 00127F4E 0000808D 00008085 00104C24 00104C24

Episode 8 of the Private Equity Fast Pitch features Dave Althoff with Duff and Phelps out of Chicago. ​ In 2014, Dave was named one of the Top 50 M&A Investment Bankers by the Global M&A Network and has more than 20 years of experience in mergers and acquisitions, private placement and financial restructuring. David's recent experience includes advising a building products company on its $240 million sale to a strategic buyer and a $190 million sale to a manufacturing company to a private equity group. He also recently advised on a $150 million capital raise to affect the spin-out of a unit of a publicly traded company. ​ In this episode, they will be discussing his approach within the market, some advice he'd offer both Business Development professionals and young graduates in Private Equity as well as some valuable insights from his years of experience in the industry. 00000142 00000141 000060D4 000060D4 000E01D1 000E01D1 00007B7C 00007A74 000105F0 000105F0

Episode 7 features Blythe Jack with TSG Consumer out of San Francisco California. Blythe has spent over 10 years at Rosewood Capital and, most recently, served as CEO of a high-growth consumer products company. She has sourced and structured investments in industries such as health & beauty, apparel, specialty retail, restaurant, and consumer products. They'll be discussing TSG's strategies within the Consumer Food & Beverage industry, some of TSGs success stories and the strengths of hiring women within the private equity space. 000001C5 000001C4 00012F2F 00012F2F 0011034E 0011034E 000080D6 000080B8 00013182 00013182

Episode 6 features David Iverson a Managing Director and Food & Agriculture Group Head at Lazard Middle Market. Today they'll be discussing Lazard's specialized vertical of consumer food & beverage, the current shifting trends within the industry and how branding differentiates their products. We invite you to listen to Dave's view on current industry dynamics, the evolution of our middle market food & agriculture practice and Lazard's differentiating factors. 00000394 00000391 000058E3 000058E3 00187C44 00187C44 00007DF0 00007DF2 000196A1 000196A1

Episode 5 features Charlie Gifford, a senior partner and co-founder of New Heritage Capital. Based in Boston, Massachusetts, New Heritage Capital focuses primarily on Business Services, Manufacturing and Healthcare Services with the average Investment Size ranging from fifteen to forty million dollars. Today they'll be discussing how Private IPOs give founders more incentive equity and greater control, how New Hertiage Capital's typical partnership with firms differs from their competition, and the specific characteristics they look for in recent graduates. 0000032D 0000032B 0000A6B0 0000A6B0 000AEB34 000AEB34 00007D72 00007EDE 00002629 00002629

Jeff Sangalis has been in the Private Equity and Mezzanine world for over 30 years now. Most notably, he was with RSTW, which was the largest Mezzanine Capital firm in the US. In 2012 Jeff brought his wealth of connections and investing experience to the Orix Corporation to set up Orix Mezzanine and Private Equity. He quickly gained a reputation as a leading investor in "Independent Sponsor" deals, with 24 of their 32 portfolio companies falling within this category. Today they will be discussing the many branches of Orix and their approach within the industry, In addition, they will cover what differentiates independent sponsors and what young professionals can expect when they join Private Equity,

Our host, Jeff Henningsen, President of Lockton companies in Houston, will be speaking with Clay Hunter, a St. Louis native and Harvard grad, who began his career in Investment Banking before transitioning to traditional Private Equity 15 years ago, and then several years ago joining the Stephens group, a Little Rock-based family office with over 8 decades of successful investments and partnerships with a wide range of companies and management teams. Their approach is a simple and straightforward idea: partner with exceptional management and provide the resources needed to achieve their strategic vision in order to build long-term value.

Today, Jeff Henningsen will be speaking with Jay Jester who has been with Audax Group for over 18 years. As a Managing Director for the over 2 Billion dollar Private equity fund, Jay has been focused on building strategic assets out of small pieces. As of March 2018, Audax has invested in one hundred and thirteen platform companies and more than six hundred and fifty six add-on acquisitions for that portfolio.

Today, Jeff will be speaking with Kurt Haras with Quarton International. With 27 partners and 60 employees, Quarton has global operations with offices from Detroit to London ... along with a combined track record of more than 500 transactions totaling over 15 billion dollars. They'll be discussing what differentiates Quarton's approach within the market and current industry trends.