This caused tremendous competition for few Prior to Veritas, Mac was Chairman, CEO, and President of Perspecta (NYSE: PRSP), which was acquired by Veritas/Peraton in May 2021. Chief Executive Officer & Managing Partner, General Counsel & Chief Compliance Officer. Aliceholds a B.S., summa cum laude,in Finance from New York University and an M.B.A., with Distinction, from Harvard Business School. Prior to Veritas, Kathleen was a Senior Associate at PwC, where she focused on financial statement audits of alternative investment clients. He is also aCertified Public Accountant. He is also a Certified Public Accountant. Prior to Veritas, Yewande was an investment banking Analyst at Morgan Stanley in the Leveraged Finance Group. Women's Care is a leading OB/GYN platform in the U.S. with 370+ providers and 130+ locations across three states. Previously, she worked at Cambridge Associates as a Senior Advisory Service Associate. in Economics from Vanderbilt University and an M.B.A. from the Kellogg School of Management at Northwestern University. Mr. Musallam holds a B.A., cum laude, in Mathematical Economics from Colgate University and an M.B.A., with High Honors, from the University of Chicago Booth School of Business. Their mission is to build the most caring & innovative service companies. T.J. holds a B.S., with High Honors, in Civil Engineering from Florida A&M University and an M.B.A. from Harvard Business School. in Commerce from the University of Virginia. Kevin holds a B.S. Previously, she worked at Deloitte as a Senior Tax Consultant in the Hedge Fund Group. Aneal holds two B.S. Prior to Veritas, Joon worked as an investment banking analyst at Evercore in the Chemicals Group. ShareMD is a medical office building (MOB) real-estate platform pursuing a roll-up strategy of value-add MOB properties. Kathleen holds a B.S. Prior to Veritas, Griffin was an Investment Banking Analyst at UBS in the Financial Sponsors & Leveraged Finance Group where he focused on structuring and executing leveraged buyouts, mergers and acquisitions andother debt financings. in Accountancy from Binghamton University. During his legal career, Buddy worked with Veritas on virtually every major transaction Veritas had been involved in since its founding. Previously, he was an investment banking Analyst at Morgan Stanley in the Industrials and Financial Sponsors Groups. Previously, he was an investment banking Analyst at J.P. Morgan. David holds a B.A. from the University of Wisconsin. Prior to Global Infrastructure Partners, she was a Tax Manager at York Capital Management after beginning her career in public accounting at Ernst & Youngs financial service tax practice. degrees in Economics and Asian Studies from Cornell University and an M.B.A. from The Wharton School at the University of Pennsylvania. Prior to Veritas, Matt was an investment banking Analyst at J.P. Morgan in the Healthcare Group. in Accounting from Brigham Young University. Her experience includes working with companies across the technology industry on a variety of M&A, debt, and equity transactions. Prior to Veritas, Todd was a Managing Director at PointState Capital where he led the firms efforts in financial services, payments and business services. Prior to joining Peterson Partners, Trent was a strategy consultant at L.E.K. Prior to Alion, he served as president of DynCorp International as well as a principal in the early buildout of both L-3 Communications, as a public company, and the exponential growth and exit of DRS Technologies. Previously, Ian was part of BlackRocks Financial Planning and Analysis function and supported the firms alternative investment platform. Prior to Veritas, Evan was an Associate at The Jordan Company, where he focused on investments in business services, industrials, and healthcare. in Economics from Princeton University. Prior to All Raise, Carolyn spent several years as an executive recruiter. in Economics and B.S. It invests in many types of private equity companies, including Master-Limited Partnerships and other firms involved in private equity. Nic holds an M.S., with Distinction, from the University of Oxford and a B.S., with Distinction, from the University of Mannheim. Dan is a Partner at Peterson Partners. Previously he worked at Pritzker & Pritzker, the private equity group then led by Jay Pritzker and prior to that at Berkshire Partners, a Boston-based private equity firm. in Management Science & Engineering from Stanford University and an M.B.A. from Harvard Business School. in Accounting and an M.S. Several of the largest private equity firms are now publicly listed companies in the wake of the landmark initial public offering (IPO) by Blackstone Group Inc. ( BX) in 2007. 10 In addition to Blackstone, KKR & Co. Inc. ( KKR ), Carlyle Group Inc. ( CG ), and Apollo Global Management Inc. ( APO) all have shares traded on U.S. exchanges. in Accounting and Finance and an M.S. Prior to joining ICO, Mr. Maynes was She began her career at Morgan Stanley. in Accountancy from SUNY Binghamton University. in Economics from Cornell University and an M.B.A. from the Wharton School at the University of Pennsylvania. Ambassador Development Group (ADG) is a faith-based private equity firm. in Aerospace Engineering with Honors from the University of Texas at Austin. Previously, he was an investment banking analyst at Citigroup in the Power & Utilities Group. Previously, he was a Data Center Server Specialist at HF Management Services. Prior to Veritas, Alexander was an investment banking Analyst at Barclays in the Technology Group. Prior to joining Peterson Ventures, Ilana worked as Founder and CEO of Weddington Way, a direct to consumer brand, which was acquired by Gap Inc. in December 2016. Prior to Veritas, Jonathan was an investment banking Associate at Deutsche Bank in the Financial Sponsors Group. is a registered investment adviser. LISTEN NOW: Running Stuff, a Peterson Partners podcast, Entrepreneurial Leadership: The Art of Launching New Ventures, Inspiring Others, and Running Stuff. Tyler holds a B.S., cum laude, in Applied Economics and Management from Cornell University. degree in Accounting. The 10 Laws of Trust: Building the Bonds that make a Business Great. from Babson College. Greg holds a B.S., with distinction, in Policy Analysis and Management from Cornell University. Copyright 2023 Peterson Partners. Ian holds a B.S. Prior to Veritas, Greg worked as an investment banking Analyst and Associate at Bank of America Merrill Lynch in the Financial Institutions Group. WebComvest Partners, based in West Palm Beach, Florida, is a private investment firm providing equity and debt to middle-market companies across the U.S. in Business Administration, with highest distinction, from the University of North Carolina at Chapel Hill. Prior to Veritas, Richard was an investment professional at Reef Road Capital where he was responsible for managing a variety of special situation credit investments. Prior to Veritas, Mukund was an investment banking Analyst at Greenhill & Co. in the Financing Advisory and Restructuring Group. Prior to joining Peterson Partners, Andrew was an Investment Banking Analyst in the Technology group at Bank of America Merrill Lynch in Palo Alto. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions, and other debt financings. Prior to joining Peterson Partners, Spencer was a Manager in the Transaction Services group of PricewaterhouseCoopers in New York City. Alexander holds a B.A. The iShares Listed Private Equity UCITS ETF (IPRV) is a fund that invests in private equity companies across the developed world. There, he focused on driving EBITDA enhancements and operational improvements across various industries. Prior to Veritas, Connor was an investment banking Associate at Deutsche Bank in the Financial Sponsors Group. The current Cephas team is growing Cephas Partners into a multifaceted investment platform with an eternal worldview. Sahel Capital is a private investment firm focused on the food and agriculture sector in sub-Saharan Africa. Prior to Veritas, Sean was the Controller at Clearwater Capital Partners, where he was responsible for accounting, financial and regulatory reporting. Sydnee is an Executive Assistant at Peterson Partners. Prior to Veritas, Nick was an investment banking Analyst at Morgan Stanley in the Global Industrials Group. Before Equity Pacific Partners, Brett was an Associate at Goldman Sachs & Co. in New York and Los Angeles. WebMy background and skill set would be particularly suited to roles in M&A, Restructuring, Turnaround, and Corporate Development, particularly within Investment Banking, private equity, or corporate development in large firms, as well as specialized consulting firms. Previously, he was an analyst at Ernst and Young Corporate Finance focusing on a range of M&A and restructuring transactions. He began his career as an Investment Banking Analyst at Credit Suisse in Los Angeles. from The Fletcher School at Tufts University. in Economics from Cornell University. Do holds a B.S. Enrico is a Senior Associate at Peterson Partners. Carolyn holds a B.S. Prior to that, he was a principal and funds counsel at KKR, where he advised on product offerings in private equity, real assets, credit and hedge funds. Photo: derivativeofcourse / Flickr / CC BY-NC-ND 2.0. in Finance and Accounting from Georgetown University. Prior to joining Peterson Partners, Sean was the Network Administrator at a power company and the Director of Technical Operations for an IT Managed Service Provider in Salt Lake City. Ilana is a Partner at Peterson Ventures. Shannon is a Strategic HR Advisor at Peterson Partners. Prior to joining Peterson Partners, Shannon was the Senior Vice President Human Resources for Rev360, a Peterson portfolio company. Prior to Rev360, she was the North America Technology Recruiting Lead for Accenture and the Director of Human Resources for their North America HR outsourcing business unit. Shannon received a B.A. Kate holds a B.A. Prior to joining Veritas, John was an Associate in the Investment Funds group of Latham & Watkins LLP. Emily completed her internships at Tesla Motors, SpaceX, and Boeing during her time at Babson College where she graduated with a B.S. in Accountancy and an M.B.A from Providence College. Prior to Veritas, Gilliam was a Manager at PwC, where he was responsible for managing, coordinating, and developing audit approaches for private equity, hedge, and venture capital clients. Prior to joining Peterson Partners, Meagan worked as an Assistant Store Manager at lululemon. Shannon Thackray Strategic HR Advisor, Shannon Thackray Strategic HR Advisor. Prior to joining Peterson Partners, Carolyn was the Vice President of Talent at All Raise, a venture funded organization designed to support female founders and build diversity in the Board Room. Gordon holds a B.S.E., magna cum laude, in Computer Science from Princeton University. He has also served as a Veritas portfolio company board member. Ilana received an MBA from the Stanford Graduate School of Business and a B.A. He began his career as an analyst in the Private Credit and Capital Markets group at Kohlberg Kravis Roberts & Co. Rohun holds a B.S. in History from Brigham Young University. ValueStreet is a small business private equity firm focused on making long-term investments in quality businesses with up 2 million in annual earnings. Jordan is a Certified Public Accountant and holds a Masters & B.S. CHRISTIAN IMPACT INVESTING. Prior to Veritas, Julia was a Vice President on the corporate controllers team at Goldman Sachs, where she focused on revenue reporting for the private wealth management division. Prior to Veritas, Jake was a Senior Associate at KPMG, where he focused on financial statement audits of alternative investment clients. in Business Administration and an M.S. Prior to rejoining Veritas, Dejan was a Vice President at Angel Island Capital where he focused on credit investments in the industrials sector including aerospace, defense and government services. Prior to Blue Matador, Taylor worked in partnership and sales strategy roles at Google and marketing and finance roles at American Express. Nate is an Associate at Peterson Partners. There, he advised corporations across a wide variety of industries including healthcare, industrials, telecom and retail on restructuring, bankruptcy, financing and M&A transactions. A Small Business Private Equity Firm. Thomas holds a B.A. Brett received an MBA and B.A. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions, and other debt financings. in Economics and Asian Studies from Dartmouth College and an M.B.A. with a concentration in Healthcare Management from The Wharton School. Prior to Veritas, Julius was an Operations Analyst at Tricadia Capital, where he was responsible for trade capture, middle office, profit and loss reporting, and foreign exchange exposure monitoring. He most recently served on the board of CBRE (NYSE) and is currently on the boards of Khan Academy and Stanford Federal Credit Union. Prior to Veritas, Nick was a Senior Associate at PwC, where he focused on financial statement audits of alternative investment clients. Joel holds a B.S. Prior to Veritas, Harrison was a Vice President at Morgan Stanley Capital Partners where he focused primarily on investments in business services and industrials. Matt holds a B.S., summa cum laude, in Finance and Accounting from Miami University. There, he focused on structuring and executing leveraged buyouts, mergers, and acquisitions as well as equity capital offerings across a variety of industries. At PwC, Spencer provided advisory services to large private equity and corporate clients on buy-side and sell-side transactions in the consumer, healthcare, business services, and industrial sectors. Luciholds a B.A. Jordan Christensen Director of Finance, Jordan Christensen Director of Finance. in Information Systems from Monroe College. in Systems and Information from Birla Institute of Technology and Science and a Masters degree in Computer Science from Bharathiar University. Further, Faith Driven Movements does not endorse or recommend any presenter, promoter, investment advisor, strategy, company or any views mentioned at any conference or in the Materials. Web90%. Prior to joining Peterson Partners, Krista worked as a Customer Service Associate at Zeel. Consulting in Los Angeles. As a non-profit ministry we are generously supported by the donations of a few leaders to advance the movement. There, hefocused on educational technology. Prior to Veritas, Chris was an Operations Analyst at SEI Investments in the Structured Credit Administration Group. Before Blackstone, Emily was the first business hire at Boom Supersonic, a Y Combinator company focusing on commercializing supersonic travel. Andrew graduated magna cum laude from the University of Utah with a B.S. He is also a Certified Public Accountant. Prior to Veritas, Kate was a Senior Associate on the Investor Relations team at Deerpath Capital Management, a lower middle market direct lending firm where she focused on investor communications, marketing, and project management. They focus on what they call P3: people, performance and purpose. $145M. Prior to his startup days, he spent several years at Charles River Associates, a leading global economic and business consulting firm headquartered in Boston. WebOur Funds About Us Faith-Based Investing Advisor Resources Insights Call Us Back Our Funds US Equity Non-US Equity Fixed Income Real Assets/Alternatives Impact Target Prior to Ubiquiti, he was a member of the Value Creation team at Vista Consulting Group where he worked across the portfolio on various value creation initiatives meant to drive growth and operational excellence. This way renewable energy is getting the attention it deserves and investors are seeing a return on their money. He is also aCertified Public Accountant. Carolyn is a Talent Partner at Peterson Partners and Peterson Ventures. Jack holds a B.B.A., summa cum laude, in Finance from the University of Notre Dame and an M.B.A. from Harvard Business School where he was a George F. Baker Scholar. Eric Noble Chief Financial Officer & Chief Compliance Officer, Eric Noble Chief Financial Officer & Chief Compliance Officer. Rohit holds a B.A. She is also a Certified Public Accountant. in Philosophy from the University of California, Santa Barbara and a J.D. Prior to Veritas, Annabelle was a Senior Associate on the Fundraising and Investor Relations team at The Riverside Company, a middle market private equity firm where she was responsible for marketing and investor reporting. in Accounting from Sacred Heart University. Prior to Veritas, Michelle was a Client Associate at Bank of America Merrill Lynch, where she provided operational support to financial advisors and their institutional clients. Prior toVeritas, Joelwas an Associate at JLL Partnerswhere he focused primarily on investments in business services, healthcare, and industrials. Prior to Veritas, Michael was an Intern Project Manager for a non-profit called Resilient Utilities Now. There, she focused on structuring and executing mergers and acquisitions. Julius started his career at Greywolf Capital, where he handled the firms bank debt and CDS trading operations. Nicole holds an B.A., summa cum laude, from the University of Pennsylvania, and an M.B.A., with distinction, from the Stern School of Business at New York University. Nathan graduated summa cum laude from Brigham Young University with a B.S. Faith Driven Movements brings together leaders from around the world that seek to make a financial, social, environmental and spiritual impact through their business ventures. Eric is a Certified Public Accountant; he holds a B.S. Bryant holds a B.S. Prior to Veritas, Gordon was an investment Analyst at Long Ridge Equity Partners. Care Hospice is a leading regional hospice provider in the southern and eastern United States. Bhavna holds a B.A. He began his career as an associate at Mound Cotton Wollan & Greengrass, an insurance defense and commercial litigation firm. There, he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. Previously, hewas an investment banking Analyst at UBS in the Financial Sponsor Advisory Group. Max began his career with The Royal Bank of Scotland in the International Banking division. Sean holds a B.S. Richard holds a B.A. Our sector focus and deep expertise are our competitive discriminators and allow us to identify and execute on multiple strategic levers that drive the performance of our investments. Prior to joining Peterson Partners, Nate was an Investment Banking Analyst in the Mergers & Acquisitions group at Credit Suisse in New York. (2) Theological foundations. He is also a Chartered Financial Analyst. Chris holds a B.S.B.A. Previously, Erica was an Associate at Thomas H. Lee Partners, where she focused on investments in the consumer and healthcare industries. in Economics from Brown University. Clark holds a B.S. All Rights Reserved. Sean is the IT Administrator at Peterson Partners. Previously, she worked at Deloitte as a Senior Tax Consultant in the Investment Management group with a focus on private equity clients. Prior to The Raine Group, he was the Controller of South Dakota Trust Company after working as an Audit Senior Manager at Deloitte where he served global financial services firms and worked on various transactions including M&A, IPOs, spin-offs and reorganizations. in Accounting from The City University of New York. We are proud stewards of national assets, helping to improve the quality of healthcare while reducing cost, advance our educational system, and protect our nation and allies. Prior toVeritas, Aneal was an Associate at Ripplewood Holdings, a New York-based private equity investment firm. Hosts and Guests may maintain positions in the companies and securities discussed. While at Morgan Stanley, CJ worked with companies primarily in the consumer and digital commerce industries on a variety of M&A and equity transactions. Natasha holds a B.A., magna cum laude, from Amherst College and an M.B.A from Columbia Business School. CJ graduated from the University of Utah with a B.S. He began his career as an analyst in credit research and leveraged finance at Goldman Sachs. in Chemical Engineering at Western University. Prior to Veritas, Johnny was an associate at Mullen P.C., a privacy law and litigation firm, where he focused on commercial litigation and transactional matters. Ilana is an active angel investor, board member, and a lecturer in entrepreneurship at Stanford GSB. The website is intended to be an opportunity to exchange ideas for educational purposes.
