Private Equity Fast Pitch

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

Episode 20 features Ted Kramer, the President and CEO of Hammond Kennedy Whitney. Ted joined HKW in 2001 and has led the sourcing activities of the firm since 2002. In 2014, Ted’s role shifted as he was appointed President of HKW. In August of 2015, Ted assumed the position of President & CEO of HKW. Ted works on sourcing new investment opportunities for HKW, as well as running the day-to-day operations of the firm. Prior to HKW, Ted was an Investment Manager at White River Venture Partners, a venture capital fund based in Indianapolis. Ted also worked for Arthur Andersen, LLP in the business consulting group. Prior to his business career, Ted played professional hockey across North America. Ted earned his MBA from the Indiana University Kelley School of Business and his undergraduate degree from the University of Michigan. Ted and his wife Lynn live in Carmel with their daughter and son. Ted enjoys hitting the links when he is able to get out of the office.   0000067C 00000677 0000F6F4 0000F6F3 00178124 00178124 000083F3 000083DD 00158C53 00158C53

Episode 19 features Glenn Oken, a Managing Director with Mangrove Equity. Glenn's primary focus at Mangrove is originating deal opportunities and qualifying acquisition candidates. He also assists Mangrove portfolio companies with corporate development issues and is a member of Mangrove's Investment Committee. Prior to co-founding Mangrove, Glenn was the most tenured partner at Florida Capital Partners. Between Mangrove and FCP, Glenn has helped to build two of the most experienced and successful lower middle market private equity funds in the nation. Over the past 28 years as a private equity partner, Glenn is well known for his candid and effective "win/win" partnering with company owners, managers, and their advisors. Glenn is a firm believer in the power of internal operating partners in private equity, to bring more than just the commodity of cash to portfolio partners. Glenn worked in the southeastern headquarters of L.F. Rothschild and at NCNB National Bank early in his career, and holds a B.A. from the University of Virginia.   00000075 00000074 00001CD4 00001CD4 000EACF0 000EACF0 00007F63 00007EC4 00104CDB 00104CDB

Drew Quartapella is a founder and Managing Director of BlackArch. He has over 20 years of middle-market mergers and acquisitions advisory experience as both an advisor and a principal and has advised on transactions with an aggregate value in excess of $5 billion. Mr. Quartapella is co-head of BlackArch’s Energy, Distribution and Consumer practices. He also has transaction experience in the fields of Infrastructure & Construction; Distribution & Supply Chain Management, Food, Beverage & Agribusiness; Consumer & Retail; Industrial Growth & Diversified Manufacturing; and Applied Technology & Digital Media. Mr. Quartapella founded Edgeview Partners in 2001; Edgeview Partners was a leading independent middle-market investment bank until its sale to The CIT Group in 2007. Mr. Quartapella served as a Managing Director of Edgeview and the Head of M&A at The CIT Group. Mr. Quartapella started his career in the Houston office of Arthur Andersen & Co. as an advisor in its enterprise practice.  During business school, he served as an associate in the investment banking division at Goldman, Sachs & Co. in New York.  Mr. Quartapella was instrumental in the formation of W-H Energy Services a Houston-based energy services firm.  He served as chief financial officer of W-H, supporting the company's growth through internal expansion and numerous acquisitions. Mr. Quartapella participates in many philanthropic endeavors in the Charlotte area at the board level and as an active volunteer. A native of Houston, Mr. Quartapella earned a bachelor of science degree in finance from the University of Houston, where he received the Jesse H. Jones Academic Scholarship.  He holds a master's degree in business administration from the J.L. Kellogg Graduate School of Management at Northwestern University. Mr. Quartapella lives in Charlotte with his wife and two children.     000001C4 000001C3 00002A6E 000029C9 000083F0 000083F0 00007E23 00007DF5 0000343E 000083D6

Episode 17 features Tammie Miller a Managing Director, with TKO Miller with over 20 years of investment banking experience with an extensive background in healthcare, business process outsourcing, manufacturing, industrial services and food ingredients.  Prior to forming TKO Miller, Tammie was a Managing Director at Grace Matthews where she was responsible for managing transactions in a variety of industries.  Tammie particularly enjoyed working with family and founder owned businesses.  Tammie's operating background developed when she acquired 8 companies to create Innovative Resource Group as part of Cobalt Corporation (Formerly Blue Cross Blue Shield of Wisconsin) She served as Senior Vice President of Operations at Innovative Resource Group (now APS Healthcare), where she oversaw 400 employees and was responsible for $50 million in revenues. Tammie's prior investment banking experience includes positions at Alex. Brown & Sons, First National Bank of Chicago, Kidder Peabody, and Lehman Brothers. Tammie is a Chartered Financial Analyst and holds a B.A., with High Honors, in Latin American Studies, as well as an M.B.A. with an emphasis in finance, both from The University of Chicago.       00000105 00000106 00002A6B 00002A6B 0013E0AC 0013E0AC 00007D73 000079ED 0000265E 0000265E

Paul Murphy with Sentinel is a Partner who joined in 2000. Over the past two decades, he has established himself as a successful lower middle market private equity investor. Before joining Sentinel Capital Partners, Mr. Murphy spent three years as a Director at Dilmun Investments, the U.S. private equity affiliate of Bahrain International Bank. While at Dilmun, he focused on originating, structuring, and executing private equity investments in lower middle market companies. Prior to Dilmun, Mr. Murphy was a Vice President in the Financial Buyers Group at NationsBanc Capital Markets, where he focused on providing debt and equity financing for leveraged buyouts and recapitalizations. Previously, he spent two years as an Associate in the Merchant Banking Group of Chase Manhattan Bank where he focused on private equity and subordinated debt investments in lower middle market companies. Mr. Murphy holds an MBA from Georgetown University and a BS from the United States Military Academy at West Point. Mr. Murphy served in the U.S. Army for five years as an Artillery officer in a Light Infantry Division, where he attained the rank of captain.   000001AE 00000194 000022A5 000023FE 00003734 00003734 00007C88 00007DB4 000042D6 000042D6

Barry Freeman, Managing Director of Lincoln International’s Healthcare Group, discusses the impact of technology on healthcare growth, trends in the industry, hot areas of activity in private equity such as dermatology and ophthalmology, and the importance of work-life balance and building relationships in the healthcare sector.