Private Equity Fast Pitch

Episode 30 features Sven Kins, a managing director with Cook M&A in Chicago where he is responsible for executing acquisition strategies, both platform and add-on opportunities as well as CEO Visions projects. Leveraging his 17 years of experience, Sven leads the firm’s FocusFirst® initiatives and overall growth strategy. He serves as a valuable guide to Cook M&A’s clients on how best to execute their acquisition strategies, while advising business owners of their M&A options via the opportunities Cook M&A presents to them. Sven earned a BA from Michigan State University and is an avid Spartan. Sven and his wife have three children and live in Chicago. He enjoys spending time with his family, playing and watching sports, travel and golf. He is also fluent in Latvian.

Episode 29 features past Private Equity Fast Pitch speakers discussing their favorite quotes and mottos they utilize in their daily lives and businesses.     0000058E 00000587 0002F88E 0002F88E 00102E24 00102E24 00008105 00008105 00105005 00105005

Scott is a Senior Vice President with FEG Investment Advisors where he is responsible for sourcing, conducting due diligence, and monitoring private equity investment opportunities. Prior to joining FEG, Scott was a Senior Investment Analyst with Fort Washington Capital Partners, a private equity fund-of-funds manager and wholly-owned subsidiary of The Western & Southern Life Insurance Company. In this capacity, Scott was responsible for conducting due diligence and research on private equity and venture capital funds. Scott began his career as a Fixed Income Analyst with Bear, Stearns & Co.    Scott received his MBA from the Indiana University Kelley School of Business and a BA in Economics from Cornell University. At Cornell, Scott was a member of the men's varsity swimming and diving team. He is a member of the CAIA Association.   v0000007F 0000007F 00002DB2 00002D4C 00010900 00010900 00007E55 00007F2E 000108E5 000108E5

Victor is a Managing Partner and Co-Founder of Insight Equity.  The firm has over $1B of equity capital under management and his current, primary responsibility is overseeing four of Insight's current portfolio firms as their Chairman as well as leading Insight's transaction efforts in aerospace, defense, machining, and technology.   Before co-founding Insight Equity, Victor led product development at Military Advantage, a venture-backed Internet company sold to Monster Worldwide in 2004. Prior to that, he was a senior manager at Bain & Company where he focused on merger integration and operational improvement cases. In the early nineties, Victor worked in the mergers & acquisitions department of Lehman Brothers where he was responsible for company due diligence and transaction execution, as well as working overseas in the Middle East advising the Saudi government on business investments.   Victor received his MBA from the Harvard Business School where he was named a Baker Scholar for graduating in the top 5% of his class. He has also received a Master's Degree from the Massachusetts Institute of Technology and earned a double major BA in economics and political science from Stanford University.   Victor currently serves as the Chairman of the Board of Micross Components, MB Precision Investment Holdings, Dustex Holdings, and VirTex Investment Holdings. He also serves on the Board of the general partner of Emerge Energy Services LP, Versatile Processing Group Holdings, Plasman Group, Panolam, and Riverbend Foods.   Additionally, Victor served 20 years in the U.S. Navy Reserve, retiring in 2014 as a Commander (O-5). In 2017, Victor became the 12th American to complete the "Explorer's Grand Slam" which requires climbing the highest peak on all seven of the world's continents including Mt. Everest, and skiing at least 100 kilometers to both the North and South Poles. He is also an instrument-rated, multi-engine jet and helicopter pilot.   00000326 00000323 0001C55E 0001C55E 000F3305 000F3305 0000853D 00008531 0005D4C1 0005D4C1

Cleveland has over a decade of leadership experience in the food and beverage and consumer investment banking market, previously as a founding member of Harris Williams & Co.'s Minneapolis office along with its global food and beverage and consumer investment banking practices. Most recently, Cleveland established the food, beverage and agriculture practice for Zachary Scott, with additional leadership responsibilities in the broader consumer market. Cleveland earlier worked in Piper Jaffray & Co.'s investment banking group. He received an MBA from The McCombs School of Business at the University of Texas at Austin and a bachelor's degree in finance from Santa Clara University.   00000239 00000238 000057BD 000057BD 00090EAC 00090EAC 000080F1 000080EC 0007B86D 0007B86D

Tripp Davis is a Partner with 7Mile Advisors with over 15 years of investment banking and advisory experience. Tripp joined 7 Mile Advisors from Hyde Park Capital Partners, where he served as head of the Business Services, Technology and Communications group while advising companies in a variety of industries on M&A and capital raising assignments. Previously, Tripp served as Vice President at DecisionPoint International and began his career with Livingston & Associates. Outside of work, he enjoys spending time with his wife and three children, adventure racing, hunting and skiing. BS Biology - Hampden-Sydney College; Post graduate studies - Florida State University. 000000EA 000000E8 000035FB 000035E0 0010C353 0010C353 000080BD 000080CD 0010C339 0010C339

Episode 24 features Drew Spitzer, a managing director with Harris Williams.  Prior to joining Harris Williams, Drew  worked in the General Industrial Group at Banc of America Securities and in the Investment Banking Group at Goldman Sachs. Today they will be discussing the Energy, Power & Infrastructure section of Harris Williams and the current trends and volatility within the industry. They will also discuss how Harris Williams is adapting around the cycles and driving new business opportunities. Finally. Drew will give his insight on what differentiates applicants and interviewees interested in Investment Banking. 000006B8 000006B4 0000883C 0000883C 00181A34 00181A34 00008055 00008056 00012E0A 00012DBC

Dr. Alice Mann with Blue Wolf Capital is an Operating Partner. The Blue Wolf Capital Funds are a family of private funds which focus on transformational investments in middle market companies. For over 20 years, Dr. Mann has advised senior executives to build high-performing leadership teams, develop winning talent strategies, and design organizations that achieve outstanding performance results. As the human capital leader, Dr. Mann drives Blue Wolf’s human capital due diligence and works directly with the leadership of Blue Wolf’s portfolio companies to develop their talent strategies and capabilities to deliver on their value creation plans. Dr. Mann sits on Blue Wolf’s ESG committee. Dr. Mann was named Blue Wolf Operating Partner in 2018. Prior to joining Blue Wolf, Dr. Mann was the founder and CEO of Mann Advisors from 2005 to 2018. She has assessed and redesigned scores of organizations, from high growth start-ups to global Fortune 500 companies, across all major industries and sectors. Dr. Mann has evaluated and developed executive leaders and their teams at all stages of growth to achieve their strategic priorities. From 2007 to 2018, Dr. Mann was a Senior Consulting affiliate of Kates Kesler Organization Consulting, a preeminent organization design firm based in New York City. More recently, she was also a Leadership Coaching affiliate of Agile Synthesis, a leadership development firm that works with high-growth start-ups. Previously, Dr. Mann was a vice president at JPMorgan Chase Bank, where from 1999 to 2005 she led large-scale change and restructuring initiatives during several global bank mergers between Chase Bank, JP Morgan, Bank One and Hambrecht and Quist. Dr. Mann has taught a graduate course in leadership at Columbia University. Her book, Future First, was published by Routledge in May 2018 and is a practical guide for future-thinking leaders based on findings from interviews with over 50 business leaders. She is a senior contributor to Forbes.com. Dr. Mann holds a B.A. in History from Reed College and a Ph.D. and M.A. in Social and Organizational Psychology from Columbia University. Additionally, she earned a two-year Organizational Dynamics certification from the William Alanson White Institute. At JPMorgan Chase, Dr. Mann received Six Sigma Black Belt training.     00000674 0000066F 0000AF6B 0000AF6B 00041224 00041224 00007F09 00007EC1 000BF13E 0003D729

 Mr. Blumenthal was the founding partner of Blue Wolf Capital in 2005.  Currently, he serves on the board of directors of four Blue Wolf portfolio companies: Finch Paper Holdings, Twin Rivers Paper Company, Elara Caring, and StateServ Holdings.  Elara is the fourth largest home health and hospice company in the U.S., with over 60,000 patients in fifteen states, while StateServ is the leading provider of durable medical equipment to hospice patients in the US.  Blue Wolf is a middle market private equity firm with investments in health care, forest and building products, energy services, and infrastructure services.   Leading by experience, and with a commitment to excellence, Blue Wolf transforms companies strategically, operationally and collaboratively. Blue Wolf manages challenging situations and complex relationships between business, customers, employees, unions, and regulators to build value for stakeholders.  Blue Wolf has over $1.2 billion in assets under management and has substantial liquidity through its current $540 million investment fund, Blue Wolf Capital Fund IV, L.P. From 1989 to 2002, Mr. Blumenthal built and managed American Capital Ltd., a publicly-traded buyout and mezzanine fund (NASDAQ: ACAS). Mr. Blumenthal played a central role in building it from a start-up into a publicly-traded buyout and mezzanine fund with a portfolio of over $1 billion invested in sixty-three middle market companies by the time he left in 2002.    Mr. Blumenthal served as First Deputy Comptroller and Chief Financial Officer for New York City Comptroller William C. Thompson, Jr. from 2002 - 2005. In this capacity, he oversaw the capital markets activities of the Comptroller's office, including managing the assets of the New York City Retirement Systems.    Mr. Blumenthal received a B.A., magna cum laude, from Harvard College, and a M.B.A. from the Yale School of Management. From 2004 to 2007, he served on the Yale SOM's Board of Advisors, and is currently a member of the Advisory Board for Yale's International Center for Finance. In 2009, he was named a Donaldson Fellow at the Yale SOM. From 2011 through 2017, Mr. Blumenthal was a Trustee, and Chair of the Investment Committee, of the UAW Retiree Medical Benefits Trust, a $60 billion fund that pays retiree health benefits for over 700,000 UAW employees of Ford, Chrysler and General Motors. He has also been a trustee of, and Chairman of the Investment Committee of, the Nathan Cummings Foundation and the Community Service Society of New York.         000001AA 000001A9 00003378 00003378 00044C00 00044C00 00008040 0000802C 00010DB1 00010DB1

Episode 21 of the Private Equity Fast Pitch features David Felts, a Managing Director of TM Capital Corp., headquartered in Atlanta, Georgia. David’s expertise encompasses a range of transaction types and spans industry verticals including textiles, building products, consumer / retail and industrial services. He is highly regarded as an architect of portfolio company divestitures for many well respected middle market private equity firms and is a frequent panel speaker at middle market M&A industry conferences. Prior to joining TM, David was a Managing Director at Brookwood Associates, where for over a decade he focused primarily on middle market M&A advisory. Previously, he was a founding partner at Equity Capital Partners and a Director at Prudential Securities Investment Banking, where he spearheaded the growth of Prudential’s successful Consumer / Industrials Industry Practice Group.       000004E7 000004E5 0002D9E0 0002D9E0 0010E187 0010E187 00007FFD 00007FFD 00166C4E 00166C4E