Private Equity Fast Pitch

Dave Carvajal is a builder of billion dollar businesses. As CEO of Dave Partners, Dave is a sought out advisor and consultant to Board of Directors, venture firms, CEO entrepreneurs and leadership teams of some of the most exciting growth companies in the technology space that are making the world better. Dave built HotJobs to 650 employees, $125M in revenues, IPO and $1.2B market capitalization as co-founder. The HotJobs team experienced a second exit with the acquisition by Yahoo! in February of 2002. He built TheLadders to 400 employees and $85M in revenues. ​ Graduate of executive education and leadership programs at The Wharton School, Columbia Business School, and The Harvard Business School. Bachelor's degree from Clemson University. Husband to a great woman, father to identical twin boys, and master to Clover the wonder dog. He is an Ironman athlete, who speaks French and Spanish. 000002F7 000002F6 00009C27 00009C27 000E7314 000E7314 00008159 00008208 000111AC 000111AC

Mr. Johnson joined RLJ Equity Partners from American Capital, a publicly traded alternative asset management company with more than $20 billion of assets under management. Prior to joining American Capital, Mr. Johnson was a Vice President in the Financial Sponsors and Private Equity Group at Bank of America. He also served as a White House Fellow and Special Assistant to the Secretary of Defense. Mr. Johnson began his career with Donaldson, Lufkin & Jenrette, and prior to that, he was with McKinsey & Company. Mr. Johnson received his B.S. from the University of Tennessee and his M.B.A. from the Harvard Business School. 0000029B 00000299 00004FDE 00004FDE 00020A58 00020A58 000080A0 000080AD 0000E824 0000E824

Episode 46 features Gretchen Perkins with Huron Capital. Gretchen is responsible for managing Huron's business development and investment sourcing activities and is also involved in investor relations. These activities include outreach to deal professionals such as business brokers, investment banks, attorneys, accountants and consultants, and outreach to potential limited partners. Gretchen has over 30 years' experience in the finance and business development sectors serving a variety of capital market participants. Prior to joining Huron, Gretchen led the acquisition sourcing efforts at Long Point Capital, a middle market private equity fund. Gretchen also served as Vice President – Business Development for IRN, Inc., a market research firm, and has held senior business development positions at Fleet Capital Corporation and GE Capital Corporation, where she originated and structured senior debt packages for buyouts of middle-market companies. Gretchen has received numerous awards over her career including Mergers & Acquisitions Magazine Dealmaker of the Year (2015), Private Equity Analyst's 2017 Women to Watch, multiple year nominations to Mergers & Acquisitions Magazine List of Most Influential Women, and Crain's Detroit Business Most Influential Women 2016, among others.

Franny Jones, Managing Director, joined Sterling in 2010 to lead the firm's fundraising and investor relations efforts. Franny brings experience from the Private Wealth Management Groups of Morgan Stanley and Lehman Brothers in New York, where she was responsible for fundraising, asset allocation, manager selection and investor relations for family offices and foundations. Franny received a B.A. in Art History from Princeton University.

Colt has 29 years of investment banking and corporate finance experience. Throughout his career, Colt has completed approximately 200 merger and acquisition transactions helping entrepreneurs obtain liquidity via the sale of their business to either a strategic buyer or to a private equity firm. In addition, he has completed numerous merger and acquisition advisory assignments helping business owners expand their business by acquiring other companies and, in many cases, has also raised the capital required to complete the acquisition via the private placement of both equity and debt. He has deep transactional experience advising the owners of manufacturing, distribution, service and software businesses in the industrial and energy sectors of the economy. He has also worked extensively in other sectors such as aerospace, business services and consumer. Colt serves on the board of, and is a past-president of, the Association for Corporate Growth (Houston Chapter). Additionally, he is a former board member of the Hicks, Muse, Tate & Furst Center for Private Equity Finance at The University of Texas at Austin. 00000127 00000126 000045BC 000045BC 000E64E5 000E64E5 00007F02 00007F02 0029C197 0029C197

I am excited to share Episode 43 of the Private Equity podcast with you detailing some of my favorite motivational quotes and life motto's from past podcast guests. Looking back on the year, I've celebrated momentous occasions with my family including my 30th wedding anniversary, my oldest son's wedding, my second son's engagement and much more. These are the moments that make all of the hard work, goal setting, sacrifices, and focus worth it! I hope you enjoy this special episode featuring: David Namking, Kinzie Capital Kirk Fleischer, Investcorp David Walker, EBSCO Industries Matti Antilla, Grain & Barrel Moses Kagan, Adaptive Realty Ralph Manning, Coltala Holdings Chrisanne Corbett, KPMG Erik Rudolph, Farlie Turner Steve King, Alaris Royalty Brian Hegi, Crossplane Capital Sven Kins, Cook M&A Hunter Carpenter, RedBird Capital Suzanne Yoon, Kinzie Capital 0000024E 0000024C 000199CC 000199CC 000281F0 000281F0 000080C1 000080DE 00012C4E 00012C4E

Episode 42 of the Private Equity Fast Pitch Podcast features Robert Frost, the Chief Executive Officer of Lazard Middle Market who has nearly two decades of investment banking experience. Mr. Frost also serves as Co-Head of the Industrials group and has represented companies in a wide range of industrial sectors, including chemicals, automotive, building products, capital equipment, and engineered components. Representative transactions include advisingPrior to joining Lazard Middle Market in 2008, Mr. Frost spent nine years in the Mergers & Acquisitions practice of Piper Jaffray & Co. Prior to his career in investment banking, he spent seven years in public accounting with Deloitte & Touche LLP. Mr. Frost also serves on the Alumni Executive Board of The Wharton School of the University of Pennsylvania. Mr. Frost graduated from the University of Nebraska with a Bachelor's Degree in Accounting and received a Master of Business Administration degree from the Wharton School of Business at the University of Pennsylvania. He is also a Certified Public Accountant.0000012A 00000129 00004309 000041EB 00005CDB 00005CDB 00007F6E 00007DD6 00008FFA 0000B849

David Namkung is a Co-Founder and Partner of Operations at Kinzie Capital Partners, where he leads technology implementations and is responsible for assisting in the execution of value creation initiatives for Kinzie's portfolio companies. In addition, he oversees Kinzie's internal technology initiatives and supports various operational matters. Episode 41 features David Namkung, a Founder and Managing Partner of Clarity Partners, a high growth management and technology consulting firm, where he shares responsibility for day-to-day operations, business development and service delivery. David's strong background as an entrepreneur and over 25 years of experience in financial services, technology consulting, systems implementation, human capital management and operations helps drive value for Kinzie's portfolio companies. Prior to Clarity Partners, David was a Partner at Vector Strategic Services, where he successfully managed the development of enterprise systems for both Accenture and Deloitte & Touche. Before Vector, he was an options market-maker for Gargoyle Strategic Investments and served as a Senior Consultant at Accenture. David graduated with honors from Carnegie Mellon University with a B.S. in Industrial Management and in Economics. David is a member of the Board of Directors for the Asian American Action Fund of Greater Chicago, Hanul Family Alliance, where he served as the President, and The Council of Korean Americans. In 2017, he was featured by Chicago United in their Business Leaders of Color publication. David is an avid golfer, hockey player and former professional blackjack player. 00000768 00000764 00022524 00022524 000778C1 000778C1 0000830F 0000830F 000F9DA7 000F9DA7

Kirk Fleischer, a veteran in deal sourcing and business development, has made waves at Investcorp since 2016. In this discussion, he sheds light on Investcorp's unique funding strategies and its innovative approach to private equity investments. He also tackles liquidity solutions for family businesses, emphasizing the importance of partnering wisely. Aspiring finance professionals will gain insights on the critical role of education and networking in advancing their careers. Kirk's experience brings a fresh perspective on the distinct qualities that set Investcorp apart.

Episode 39 features David Walker with EBSCO Industries. David is a graduate of Auburn University where he earned a B.S. in Accounting. He started his career as a CPA with Ernst and Young and later worked for PJ America as VP and Corporate Controller until joining EBSCO Industries in 2000. David has served EBSCO in a variety of capacities over the past 19 years and currently serves as its President and CEO. EBSCO is a global company with businesses in a range of industries including Information Services, Outdoor Products, Real Estate, Manufacturing and Distribution, and Business Services. EBSCO is consistently ranked in the top 3 of Alabama based privately held firms. David is active in community affairs and currently serves on the boards of Auburn University, Harbert College of Business, Junior Achievement, City of Vestavia Hills, Mayor Financial Advisory Committee, The Distribution Point, and McKinney Capital. David is an outdoor enthusiast, avid reader, and enjoys travel with his wife, Lindy, and their three children. 000006ED 000006E7 0000D417 0000D417 000F2B0F 000F2B0F 0000811B 000080F1 00135B82 0005C9D6