Prior to Veritas, Clark was a Managing Director at Macquarie Capital where he covered financial sponsors and worked on a range of financing and investment banking transactions. Jake holds a B.S. in Economics from Cornell University and is CFA charterholder. There, he worked on credit and equity investments with a focus in distressed and special situations as well as venture backed technology companies. Prior to Veritas, Soraida was a Senior Administrative Assistant at The Riverside Company, where she provided operational support to the Strategic Analysis & Sourcing and Information Technology teams. Prior to McKinsey, he was an Investment Principal at Aureos Capital, an emerging markets focused private equity fund. Julia holds a B.S. Prior toVeritas, Ibu was a Senior Associate at Partners Group where he focused on investments in the healthcare and business services industries. Lauren holds a B.S. Individual companies and organizations are the core of Christian impact investing. Founded by two brothers in 1985, Blackstone has ballooned to become the largest private equity firm in the world. Holly Schippers is an Executive Assistant at Peterson Partners. from the University of Pennsylvania where she graduated summa cum laude. He is also a Chartered Financial Analyst. Greg holds a B.S., with distinction, in Policy Analysis and Management from Cornell University. Previously, Mark was a credit Analyst at Citigroup after spending four years in management and technology consulting. At these firms, Erin advised companies and investors in mergers and acquisitions, private equity and debt financings, and startups and venture capital. 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. in Philosophy from the University of California, Santa Barbara and a J.D. Michael holds a B.S. from the University of Wisconsin. Kate received a BSBA in Finance with a minor in Mathematics from Washington University in St. Louis. Prior to Veritas, Ian was an associate at BlackRock in the Alternative Solutions Group where he focused on portfolio analysis, client reporting and the creation of illustrative portfolios. Julius started his career at Greywolf Capital, where he handled the firms bank debt and CDS trading operations. in Accounting. Previously, Dejan was an Associate at Veritas after beginning his career as an investment banking Analyst at UBS in the Mergers & Acquisitions Group. Fusce dapibus, tellus ac cursus commodo, tortor mauris condimentum nibh, ut fermentum massa justo sit amet risus. As a non-profit ministry we are generously supported by the donations of a few leaders to advance the movement. Spencer is a Partner at Peterson Partners. Carolyn holds a B.S. Previously, he was an investment banking Analyst at UBS in the Financial Sponsors and Leveraged Finance Group. Mr. Welling holds a B.A. All rights reserved. As a strategic investor with an in-depth, focused knowledge and understanding of government-influenced markets and customers and related policy and regulatory environments, we possess unique intellectual property that allows us to be nimble and flexible partners. Dan is a Partner at Peterson Partners. Prior to joining Veritas, Bhavna was Chief Human Capital Officer and Head of Strategic Initiatives at BC Partners. from Columbia University and a J.D. 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. We are always interested in conversations to learn what others are doing in healthcare and to explore partnership opportunities. Griffin holds a B.A. in Accountancy from The University of North Carolina at Chapel Hill. Do holds a B.S. Previously, Natashawas an investment banking Analyst at UBS in the Global Industrial Group. Gaurav holds a M.S. He began his career with Aether Investment Partners in Denver where he was responsible for sourcing, evaluating, and monitoring investments across eight funds. from the University of Pennsylvania Law School, and an M.B.A. from The Wharton School at the University of Pennsylvania. After selling Weddington Way to Gap Inc., Ilana joined the executive team at Gap Inc. and was a leader in customer experience and innovation for the company. www.joelcpeterson.com. Identified as an Accelerator by WSJ, 40 under 40 by SF Business Times, Ilana approaches brand building with unwavering focus and industry-changing boldness. 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. in Information Systems from Monroe College. Bhavna holds a B.A. Prior to Veritas, Hugh was a Partner and member of the Investment Committee at Falconhead Capital, a middle-market private equity firm. He is also a Certified Public Accountant. Kevin holds a B.S. Joel earned an MBA from Harvard Business School and received his Bachelors degree from Brigham Young University, where he was valedictorian. Prior to the role in the Financial Sponsor Coverage Group, he worked in the Leveraged Finance and Industrials Investment Banking teams. He is also a Certified Public Accountant. 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. Prior to All Raise, Carolyn spent several years as an executive recruiter. Shalyce received a B.S. She started her career in Charlotte at Ernst & Young in their Financial Services Office. There, she focused on structuring and executing leveraged buyouts, dividend recapitalizations and other debt financings. Ilana is a Partner at Peterson Ventures. degree in Healthcare Administration from Brigham Young University Idaho. All rights reserved. from Frostburg State University, where he majored in Political Science and Legal Studies. 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 Veritas Capital is a private investment firm with over two decades of experience. Trent began his career at ExxonMobil as a part of their controllers organization. Buddy holds aB.A., with High Honors,from Hobart College and a J.D. The website is intended to be an opportunity to exchange ideas for educational purposes. Care Hospice is a leading regional hospice provider in the southern and eastern United States. Ilana received an MBA from the Stanford Graduate School of Business and a B.A. Previously, she worked at Deloitte as a Senior Tax Consultant in the Hedge Fund Group. Prior to joining Peterson Ventures, Emily worked at the Blackstone Group,where she was an Analyst on the Portfolio Operations team. Hunter holds a B.S. Prior to Veritas, Michael was an Intern Project Manager for a non-profit called Resilient Utilities Now. Today, Comvest Partners funds have over $3.6 billion of assets under management. It invests in many types of private equity companies, including Master-Limited Partnerships and other firms involved in private equity. Forever 21. in Accounting and Finance and an M.S. Previously, he was an Associate at Black Diamond Capital Management after beginning his career as an investment banking Analyst at UBS in the Leveraged Finance Group. She is also a Certified Public Accountant. 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. degree in Accounting from Utah State University. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions as well as other debt financings. WebThis chapter includes company acquisitions, dispositions and related financing arrangements, mergers, joint ventures capitalizations, entity selection and formation, ADG is focused on helping Christian business owners transition out of their business without losing their kingdom impact. Max is a Partner at Peterson Partners. Prior to joining Flow, Max was the General Manager of China at The Aromatherapy Company, a New Zealand home goods company, based in Shanghai. Lewis earned his B.B.A. Web90%. in Economics from Princeton University. Prior to Veritas, Henry was an investment banking Analyst at Barclays in the Healthcare Group. Mr. Musallam is the CEO and Managing Partner of Veritas Capital as well as a Founding Member of the Firm's first institutional fund raised in 1998. Chris holds a B.S.B.A. Their mission is to build the most caring & innovative service companies. ShawSpring Partners is a venture capital firm that focuses on technology, the internet, and the consumer sectors. Prior toVeritas, Gary was a Vice President at KKR where he managed the operational and reporting functions for KKRs strategic partnerships and special purpose vehicles. Prior to Veritas, Matt was an Associate at Court Square Capital Partners where he focused primarily on investments in the industrials sector. As a strategic investor with an in-depth, focused knowledge and understanding of government-influenced markets and customers and related policy and regulatory There, he focused on driving EBITDA enhancements and operational improvements across various industries. Hugh holds a B.A. Prior to Veritas, Erica was a Vice President at Arlington Capital Partners where she focused on investments in the aerospace, defense, and healthcare industries. Mukund holds a B.S. By visiting the site you agree to comply with the Terms of Use, Privacy Policy and Code of Conduct. Clark holds a B.S. Prior to Veritas, Nicole was a Director at Alvarez & Marsal Corporate Performance Improvement, where she focused on operational efficiencies and process improvements within mergers and acquisitions and financial services. 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. What Is Private Equity? Private equity is an alternative investment class and consists of capital that is not listed on a public exchange. Private equity is composed of funds and investors that He led the strategic repositioning, transformation, and dramatic growth of Alion leading to the successful exit of the business in 2021. Mergon is an investment group that exists to create Kingdom impact and equip others to do the same. Investment Stage: Early Stage Venture, Late Stage Venture, Post-Ipo, Private Equity, Seed, Venture. Prior to Veritas, Evan was an Associate at The Jordan Company, where he focused on investments in business services, industrials, and healthcare. Prior to joining Peterson Partners, Nate was an Investment Banking Analyst in the Mergers & Acquisitions group at Credit Suisse in New York. She began her career at Morgan Stanley. Prior to Veritas, Buddy was a Senior Partner with the law firm of Schulte Roth & Zabel LLP where his practice focused on the areas of mergers & acquisitions, leveraged buyouts, corporate finance, corporate governance and securities regulation, with special focus on private equity. Jake is a Principal at Peterson Partners. Prior to Veritas, Jacklyn was the Head of Tax Reporting at Global Infrastructure Partners, where she managed the firms global internal and external tax compliance responsibilities. in Civil Engineering and a B.A. They focus on what they call P3: people, performance and purpose. Roshan holds an A.B. CJ graduated from the University of Utah with a B.S. Prior to joining Peterson Partners, Nathan was a strategy consultant at L.E.K. 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. 2023 Leavitt Equity Partners Site by inHuis Creative, Leavitt Equity Partners299 South Main StreetSuite 2350Salt Lake City, UT 84111. Copyright 2023 Peterson Partners. 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. in Accountancy from Binghamton University. He also served as Chairman of the Board at JetBlue Airways for 12 years (2008-2020). in Organizational Studies/Human Resource Management from the University of Michigan. Ambassador Development Group (ADG) is a faith-based private equity firm.
Jordan graduated from Brigham Young University with a B.S. Nate graduated magna cum laude from Brigham Young University with a B.S. in Operations Research and Financial Engineering from Princeton University and an M.A. Mac holds a B.S. Prior to Veritas, Jonathan was a research analyst at Serengeti Asset Management. in Finance from the University of Notre Dame. 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. from The Fletcher School at Tufts University. Prior toVeritas, Danworked for the restructuring investment bank Miller Buckfire & Co. Soraida holds a B.A. Prior to that role, Brendan was Global Co-Head of Credit at UBS, which included the sales, trading, and research businesses of leveraged loans, high yield, distressed, and CLOs. Prior to Veritas, Jack was an investment banking Analyst at Bank of America Merrill Lynch in the Leveraged Finance Group. The firm operates profitable, operationally efficient, Kingdom Class companies that radically impact the lives of those they serve. is a registered investment adviser. Here are the largest 25 private equity firms by their five-year PE fundraising total over the last five years, with data on funds and investments from respective firms Prior to Veritas, Thomas was an investment banking Analyst at Credit Suisse in the Technology Group where he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. Veritas Capital Fund Management, L.L.C. Prior to Veritas, Joon worked as an investment banking analyst at Evercore in the Chemicals Group. As a law student, he served as a judicial intern for the Honorable Joel M. Cohen of the New York County Supreme Court, Commercial Division. Founded in the Fall of 2014, LEP manages over $300 million in capital, raised primarily from strategic healthcare partners. Prior to joining Veritas, John was an Associate in the Investment Funds group of Latham & Watkins LLP. There, he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. in Applied Mathematics from Columbia University. Prior to joining Peterson Partners, Dan was an Associate in the Transaction Services group of PricewaterhouseCoopers in New York. Sydnee is an Executive Assistant at Peterson Partners. Prior to joining Peterson Ventures, Taylor was the co-founder and COO at Blue Matador, a cloud infrastructure monitoring startup. All Rights Reserved. Taylor holds an MBA from Harvard Business School and a B.S. degree in Finance from Suffolk University. from Brigham Young University, where he was a Hawes Scholar. For additional information concerning Veritas Capital, please review Veritas Capital Fund Management, L.L.C.s Form ADV Part 1 and Part 2A. 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. There, he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. Prior toVeritas, Rick worked at Providence Equity Partners, where he focused on private equity investments. degree in Accounting from Utah State University and a M.S. Previously, he was an investment banking Analyst at Goldman Sachs & Co. in the Financial Institutions Group. Before joining BlackRock, he was an actuarial assistant at New York Life Insurance. Morbi leo risus, porta ac consectetur ac, vestibulum at eros. Prior to rejoining Veritas, Ashishwas a Partner at McKinsey & Companyfocused on accelerating operational performance and organizational effectiveness at energy, hi-tech, pharma and industrial companies. Jonathan holds a BBA, with distinction, from the University of Michigan. He spent the previous 12 years as a two-time Veritas portfolio company CEO at Vangent, whichwas sold to General Dynamics, and at Vencore, which underwent acquisition-driven transformation and an IPO into Perspecta. Prior to Veritas, Kevin was the IT Manager at HQ Capital, responsible for managing the technical aspects of the firms information system platforms. Bryant holds a B.S. Gilliam holds a B.S. Ben received an MBA and a B.S. Jordan is a Certified Public Accountant and holds a Masters & B.S. with distinction in Engineering Sciences Electrical from Yale University and an M.B.A. from Harvard Business School where he was a George F. Baker Scholar. from Texas A&M University. in Biomedical Engineering from The City College of New York. A Small Business Private Equity Firm. Prior to joining Peterson Partners, Andrew was an Investment Banking Analyst in the Technology group at Bank of America Merrill Lynch in Palo Alto. 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. While at Deloitte, Jason was selected to serve in the Office of the CEO from 2012-2014. Trent graduated from Brigham Young University with a B.S. Ashton holds a B.S. Prior to joining Veritas, Brendan was Global Co-Head of Leveraged Debt Capital Markets at UBS, which included Leveraged Finance, Debt Capital Markets, Restructuring, and LATAM debt. Previously, he was an Investment Banking Analyst in the Technology, Media & Telecom Groupand the Financial Sponsors Group at Truist Securities. Prior to Veritas, Andrew was an investment banking Analyst at J.P. Morgan in the Healthcare Group. We have completed more than 100 acquisitions. Prior to joining Peterson Partners, Holly was an Executive Assistant at Andina Capital Management. Prior to joining Peterson Partners, Brett was the CEO of Marucci Sports, a sporting goods brand and manufacturer. Prior to Veritas, Laura was an Associate at Evercore in the Private Capital Advisory Group, focused on GP and LP secondary transactions. As Chairman of the CEO of Marucci Sports, a cloud infrastructure monitoring startup to Veritas, Jack an... Julius started his career at christian private equity firms Capital, a cloud infrastructure monitoring startup Lynch in the Hedge Fund.!, Venture other debt financings Square Capital Partners where he majored in Political Science Legal... Soraida holds a B.S., with High Honors, from the University of,. Joel earned an MBA from Harvard Business School and a M.S as other debt.! 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