Private Equity Fast Pitch

Northstar
  • 4.9 (49)
  • Investing
  • Updated Semimonthly

Consistent with all programs delivered by Northstar, "Private Equity Fast Pitch" podcasts are meaningful, insightful and provide actionable information from leaders in the Private Equity community that will help you connect with the speaker in an efficient way. Each Tuesday, Jeff Henningsen from Lockton will spend time talking with his friends in the private equity community while they share insight into their world. Similar to an introductory meeting, Private Equity and Investment Banking guests will talk about their firms, recent activities, target industries, desired acquisition profile or companies they are prepping for sale, advice to aspiring professionals and their "closing pitch". If you would like to be considered for a Private Equity Fast Pitch interview please email jhenningsen@lockton.com

  1. 2d ago

    Patrick Galleher - Boxwood Partners

    J. Patrick Galleher is the CEO & Managing Partner of Boxwood Partners, an investment bank headquartered in Jupiter, FL, where he leads transactions for Boxwood's M&A advisory services.   Over the past 25 years, Patrick has led sell-side transactions on over 70 engagements. At Boxwood Partners, he and his team focus on transactions in the lower middle market between $50-$500m in Enterprise Value. Since 2011, Boxwood has successfully completed over 35 Franchisor sell-side transactions, assisting founder and private equity-owned businesses to find strategic or private equity partners for their next stage of growth.   Prior to joining Boxwood, Patrick was CEO of WILink plc (WLK:LSE), a global financial communications and compliance business which is headquartered in London, with operations in the United State, Canada, United Kingdom, Continental Europe, and Sweden. Through its IPO in 2000, Patrick became the youngest CEO on the London Stock Exchange. In 2006, he successfully led the Company through a public-to-private transaction with SVIP, a NYC-based private equity group, and delisting it from the London Stock Exchange.   Patrick made a minority investment in sweetFrog Franchising, LLC in 2012. During his investment, sweetFrog grew from 15 locations to over 380 locations. In 2015, Patrick stepped in as Chairman & CEO, until completing a successful transaction with MTY / Kahala Brands in September of 2018.   Patrick served on the Board of Directors for Issuer Direct (ISDR:NYSE), since 2014. He was Chairman of the Strategic Advisory and Compensation Committees. Patrick holds a B.S. in Business Administration from the University of Richmond, where he played golf for the Spiders. He also holds a degree from the London Business School, as well as attending the Centre for Creative Leadership (CCL) in Belgium. He is a founder of the Virginia Chapter of Young President's Organization (YPO), member of CEO.org and the former Finance Chair of the Southeast U.S. and Caribbean (SEC) Region of YPO.

  2. Aug 6

    Andy Levison - Southfield Capital

    Andy founded Levison & Co., the predecessor of Southfield Capital, in November 2002. Before that, he was the Head of Leveraged Finance at Donaldson, Lufkin & Jenrette (DLJ), where he oversaw banking and origination activities for all of the firm's investment banking products for leveraged companies. In particular, Andy focused on high yield securities, leveraged bank loans, bridge loans, and mezzanine/equity investments. While at DLJ, Andy also served as Co-Chairman of the Credit Committee and as a member of the Management Committee of the Investment Banking Division and the Banking Review Committee. Prior to joining DLJ, he was a Managing Director of the Leveraged Buyout Group at Drexel Burnham Lambert and a Vice President of the Special Finance Group at Manufacturers Hanover Trust.   Andy has served on the boards of over 25 public and private companies related to investments and is currently on the board of directors of Ferrellgas Partners, L.P. (NYSE: FGP), Protos Security, Pacific Landscape Management, Property Management Holdings, TFS, and the Levison/Present Foundation at Mount Sinai Hospital. Andy was also the President of The Red Ribbon Foundation in Greenwich, CT. He earned a B.S. degree in Finance from Babson College.

  3. Jul 23

    Carl Jenkins - BMO

    Carl Jenkins is Managing Director and Group Head of Community Capital Solutions for BMO Financial Group.  Using a $3 billion allocation of balance sheet capital, the business unit invests in private funds that support lower middle market companies and community-centric real estate.  The business also provides construction loans for multifamily affordable housing. Both equity and debt commitments further the Community Reinvestment Act objectives of BMO in the central and western United States.   Equity investments are primarily limited partnerships in conventional private real estate funds and private equity funds licensed by the U.S. Small Business Administration.  Sponsors include private investment managers, for-profit developers, not-for-profit organizations and community development financial institutions.   Additionally, Carl chairs the board of directors for BMO Private Equity (U.S.), Inc., the BMO subsidiary that originates mezzanine debt and equity investments directly to operating companies.  He earned his bachelor's degree in architecture from Washington University in St. Louis and holds an MBA from the Kenan-Flagler School of Business at the University of North Carolina. He serves on the board of directors for several organizations, including the Disability Opportunity Fund, Enterprise Community Investment, and the Goodman Theatre of Chicago. Carl also serves on the advisory board of multiple lower middle market private equity and credit funds.   Disclosure: Banking products are subject to approval and are provided in the United States by BMO Bank N.A. Member FDIC

  4. Jul 9

    Scott Romanoff - Franchise Equity Partners

    Scott Romanoff, Co-Managing Partner of Franchise Equity Partners, spent 28 years at Goldman Sachs and was a Partner for 12 years. He worked within the Investment Banking Division and the Executive Office based in both New York and London. He headed Corporate Development, and co-headed the Financial Institutions Financing Group, providing advice regarding debt and equity financing as well as risk management. He was Co-Chair of the Significant Acquisitions Oversight Group, and member of the GS Bank Management and Firm-wide Finance Committees. A graduate of New York University.

  5. Jun 25

    Anthony Guagliano - Gallant Capital

    Anthony Guagliano is a founding Partner at Gallant Capital and is responsible for all aspects of the firm's activities. Prior to founding Gallant in 2018, Anthony was responsible for leading investments at The Gores Group.  Prior to joining Gores in 2011, Anthony was a Managing Director with Moelis & Company where he led M&A execution for transactions across various industries including technology, business services, consumer and retail, media, healthcare and biotechnology. Prior to joining Moelis, Anthony was a Vice President at UBS where he led the execution on a variety of assignments, including mergers and acquisitions, equity and debt security underwritings, and other advisory assignments. Anthony also previously worked as the Director of Finance at Nomadix, Inc and was an Analyst at DLJ. Anthony serves on the Board of Directors of all Gallant portfolio companies. Anthony received a B.A. in Business Administration with Honours from the Richard Ivey School of Business at the University of Western Ontario.

  6. Jun 11

    Marcos Rodriguez - Palladium Equity Partners

    Marcos A. Rodriguez Founder, Chief Executive Officer & Partner Mr. Rodriguez founded Palladium in 1997 and serves as Chairman and CEO. Prior to forming Palladium, Mr. Rodriguez was a partner of Joseph Littlejohn & Levy, a buyout firm that he joined in 1989. Before launching his private equity career, he worked in operations for General Electric Company in the U.S., Mexico and France, and graduated from GE's Manufacturing Management Program. Mr. Rodriguez  has served on the Board of Directors of Palladium portfolio companies ABRA, Castro Cheese, Daniel's Jewelers, Jordan Health Services, Second Nature Brands, Teasdale, Taco Bueno, Trachte, TransForce and Wise Foods, among others. Mr. Rodriguez serves on the Board of Trustees of New York-Presbyterian, the University Hospital of Columbia and Cornell. He also serves on the Boards of the Robert Toigo Foundation and the Alfred E. Smith Foundation. He earned a B.S. in Mechanical Engineering from Columbia University, an M.B.A. from The Wharton School and an M.A. in International Studies from the Lauder Institute of the University of Pennsylvania.

  7. May 28

    Tom Shapiro - GTIS Partners

    Tom Shapiro is the President and Founder of GTIS. In addition, Mr. Shapiro is the Chief Investment Officer responsible for overseeing all investment activity and strategy of the firm. Mr. Shapiro is also Chairman of the General Partner's Investment Committee and is a member of the Board of Directors of Brazil Hospitality Group, one of the largest owners and managers of hotels in Brazil.   Mr. Shapiro's experience in the real estate industry began in 1988. Prior to starting GTIS, Mr. Shapiro was a Senior Managing Director at Tishman Speyer and a member of the firm's Investment and Management Committees. Most recently, Mr. Shapiro was responsible for Tishman Speyer's global equity capital markets and dispositions groups. Previously, Mr. Shapiro ran GTS Properties, an acquisitions joint venture between Tishman Speyer and Goldman Sachs.   Mr. Shapiro serves on the Undergraduate Executive Board and the Carol and Lawrence Zicklin Center for Business Ethics Review's Private Sector Advisory Board for The Wharton School, University of Pennsylvania from which Mr. Shapiro received a B.S. and graduated magna cum laude.

  8. May 14

    Advice to Young Professionals and College Students

    ADVICE THAT LASTS DECADES    Every May since 2018, I've released an annual montage focused on advice for college students and young professionals interested in private equity, investment banking, and the investing world   This year's version marks Episode 200 of Private Equity Fast Pitch!   Over the last 12 months I asked founders, CEOs and managing partners from Private Equity firms, Investment Banks and LPs the same question:   What advice would you give to young professionals trying to build a meaningful career in this business?   What makes this episode special is not just the milestone, it's how often the same themes continue to surface...   Different firms   Different backgrounds   Different paths   But the themes are remarkably consistent    ⚾️ Find work that gives you energy   ⚾️ Build real relationships   ⚾️ Do the hard things early   ⚾️ Learn from people who are better than you   ⚾️ Stay curious   ⚾️ Understand that careers are built over decades, not quarters   What stands out after 200 episodes is this...   The foundational elements of long-term success are timeless   And while this episode is designed for young professionals and graduating students, I think the advice applies at every stage of a career   I'm incredibly grateful for all of my guests who have shared their sage advice over the years!   Featured Guests:   Michael Psaros - KPS Capital Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000739675082 Omar Jaffrey - Palistar Capital https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000758837812 Rob Brown - Lincoln International https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000711726279 Tim Meyer - Angeles Equity Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000735555551 Chris Rozzell - Cresta Fund Management https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000721947245 Parker Weil - TD Securities https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000737590933 Sean MacIver - KeyBanc Capital Markets https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000728454456 Matthew Sparks - Northleaf Capital Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000723925489 Suzanne Yoon - Kinzie Capital Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000753377248 Eric Wiklendt - Speyside Equity https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000748373295 Michelle Noon - Clearhaven Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000733152917 Paul Raphael - Auréa Group https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000717775898 Daphne Dufresne - Awani Capital https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000756128214 Russ Roenick - Transom Capital Group https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000731004463 Neda Vakilian - Actis https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000713638680 Sam Gaynor - Altamont Capital Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000746205883 Eliot Kerlin - Broadwing Capital https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000741835818 Andy Unanue - AUA Private Equity Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000750484838 Kristin Johnson - Altamont Capital Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000726285319 Scott Sperling - THL Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000720142324

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About

Consistent with all programs delivered by Northstar, "Private Equity Fast Pitch" podcasts are meaningful, insightful and provide actionable information from leaders in the Private Equity community that will help you connect with the speaker in an efficient way. Each Tuesday, Jeff Henningsen from Lockton will spend time talking with his friends in the private equity community while they share insight into their world. Similar to an introductory meeting, Private Equity and Investment Banking guests will talk about their firms, recent activities, target industries, desired acquisition profile or companies they are prepping for sale, advice to aspiring professionals and their "closing pitch". If you would like to be considered for a Private Equity Fast Pitch interview please email jhenningsen@lockton.com

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