Growth Investor with GrowthCap‘s RJ Lumba

In this episode we speak with Jeff Haywood and Steve LeSieur, Managing Directors and co-heads of Spectrum Equity’s healthcare investments since 2015. For the past two years, Jeff and Steve have been recognized by GrowthCap as Top 25 Healthcare Investors. Spectrum Equity is a leading growth equity firm providing capital and strategic support to innovative companies across the information economy. Since its founding in 1994, the firm has partnered with proven entrepreneurs and management teams to build long-term value in market-leading software and data services companies. Jeff’s areas of investment focus include Internet-enabled healthcare IT, software and information services. Prior to joining Spectrum, Jeff worked at Thoma Cressey Equity Partners and Goldman Sachs. Steve’s areas of investment focus include Internet-enabled software and information services serving vertical end markets such as healthcare, education and travel & hospitality. Prior to joining Spectrum, Steve worked at Trident Capital, Thomas Weisel Partners and The Beacon Group. Jeff supports Utah Athletics. To learn more about this organization click here. Steve supports World Bicycle Relief and Silicon Valley Bicycle Coalition. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.

In this episode we speak with Mike Ettling, the CEO of Unit4, a software company that specializes in the professional services, public services, education, and nonprofit sectors.  Mike was recognized by The Software Report as a Top 50 SaaS CEO of 2023. Unit 4’s integrated suite of AI-powered ERP software solutions built on a robust platform helps elevate businesses, delivering visibility and control over finances, projects, procurement, reporting, forecasting and payroll. The company has 2,700 colleagues across the globe and serves more than 5,100 customers. Mike is a CEO, investor, builder of world class teams, champion of diversity and continuous learner, and he’s passionate about people.  From his first leadership role in the Boy Scouts, to exec positions in the tech industry, his career has revolved around elevating, engaging and enabling people. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.

Peter Chung, CEO of Summit Partners, shares his journey from aspiring fighter pilot to leading a top growth investment firm. He discusses the evolution of their unique value enhancement strategies tailored for portfolio companies. The conversation dives into the transformative impact of generative AI on software, predicting a shift to flexible consumption models. Chung also reveals insights on investing in veterinary services and healthcare, emphasizing the blend of personal values and expert strategies in finance.

In this episode we speak with Jim Quagliaroli, Co-Founder and Managing Partner of Silversmith Capital Partners, a Boston-based growth equity firm focused on partnering with, and supporting, the best entrepreneurs in growing technology and healthcare companies.  Founded in 2015, the firm has $3.3 billion under management across four funds. Jim has served as Managing Partner of the firm since inception.  He partners with passionate founders of growing SaaS companies focused on product leadership.  Over his career, he has served on the board of over 25 tech companies and over 15 boards as the first institutional investor. Jim has been recognized by GrowthCap as a Top Software Investor in each of the last four years.  Silversmith currently sits at the top of GrowthCap’s Leaderboard for Best Growth Investment Firms. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.

In this episode, we speak with Chris Crosby, the CEO of Compass Datacenters, a company that designs and constructs data centers for some of the world’s largest hyperscalers and cloud providers on campuses across the globe. The company has taken in over $4 billion of capital and is backed by Ontario Teachers and Brookfield, among others. In 2011, Chris’ vision was to focus on greenfield projects and deliver customizable, scalable, sustainable, and low-cost data centers in an expedited time frame.  Since its inception, Compass Datacenters has embraced sustainability with the efficient use of land, green energy, water-free cooling, and building materials. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode click to follow.

In this episode we speak with Mike Uchrin, CEO & Co-Founder of Monogram Health, a leading multispecialty value-based provider of in-home, evidence-based care and benefit management services for patients living with polychronic conditions, notably, chronic kidney and end stage kidney disease. Backed by Frist Cressey, Norwest, and TPG Capital, Monogram Health has numerous value-based partnerships with leading health plans, integrated delivery systems, and risk-bearing primary care platforms to care for patients across 35 states and all insurance products. Previously, Mike led the growth of Health Choice, the managed care and insurance business unit of private equity sponsored IASIS Healthcare. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.

In this episode we speak with Petri Oksanen, a Partner with Francisco Partners and Co-Head of the firm's European investing efforts focused on enterprise application software companies, with a particular interest in industrial, manufacturing, and other vertical sectors.  Based in London, he joined the firm in 2005.  Petri previously held positions at Morgan Stanley and Microsoft. Francisco Partners is a leading global investment firm that specializes in partnering with technology and technology-enabled businesses. With approximately $45 billion in capital raised, the firm invests in opportunities where its deep sectoral knowledge and operational expertise can help companies realize their full potential. Francisco Partners was recognized by GrowthCap as among the Top Private Equity Firm of 2024. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.

In this episode we speak with Frank Rotman, a Founding Partner and the Chief Investment Officer of QED Investors, a premier venture capital firm focused on the fintech ecosystem.  QED has invested in 200+ companies over the past 15 years and currently has $3.6 billion under management. Prior to QED, Frank was one of the early architects who helped create what became Capital One. In his 13-year Capital One journey, Frank was responsible for many “firsts” that helped lay the foundation for what Capital One is today. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.

In this episode, we speak with David Anderson, General Partner at Ampersand, a Boston-based, middle-market private equity firm dedicated to growth-oriented investments in the healthcare sector with $3 billion of assets under management. Ampersand invests in companies that support the life sciences ecosystem, including laboratory products and services, contract manufacturing, pharma services and specialty pharma. David joined Ampersand in 2010. Previously, David spent six years with Covington Associates, a specialty investment bank focused on middle-market M&A in the healthcare sector. Prior to Covington, he spent five years as a consultant for Boston Healthcare Associates. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.

In this episode we speak with John Clendening, the Founder and CEO of Earned Wealth, a tech-enabled financial services firm focused exclusively on the needs of medical professionals. Because Earned understands the ins and outs of a doctor's career, clients benefit from specially trained fiduciary advisors and technology that plans and adjusts for changes throughout a doctor's working life.  Earned also provides medical practice solutions including tax, accounting, payroll, and retirement plan solutions. John brings over two decades of CEO and President experience in innovative financial services.  He most recently served as CEO of Blucora, a publicly traded technology-driven financial services firm offering tax-smart wealth management outcomes for consumers, where he helped to steer the company into new products and to financial success. John supports Feed the Children. To learn more about this organization click here. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.