Private Equity Fast Pitch

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.