Private Equity Fast Pitch

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.

Jeri Harman with Avante Mezzanine is the Founder & CEO.  With over $465 million of capital under management, Avante makes unitranche and subordinated debt and minority equity investments to finance buyouts, minority recaps, acquisitions and growth. Avante invests $5 – 25 million in established lower middle market companies generating at least $3 million EBITDA.  Ms. Harman has over 30 years of financing experience, involving well over $1 billion in aggregate transactions. In 2016 and 2017, she was and named one of the Most Influential Women in Middle Market M&A. In March 2017, she was recognized as one of 15 Trailblazers by Buyouts Magazine.       0000020E 0000020E 000061A9 000061A9 0002FB0F 0002FB0F 00007F50 00007C07 0016788D 0016788D

Episode 13 features Chad Sweet, Co-Founder and CEO of the Chertoff Group. Before joining the private sector, Chad served as the Chief of Staff of the Department of Homeland Security. With over a decade of investment banking experience, Chad has been involved in more than 40 successful sell- and buy-side M&A and capital formation engagements.         00000094 00000094 000020EF 00002152 0000A5EB 0000A5EB 00007D9C 00007BFB 00148C34 00148C34

Episode 12 features Scott MacLaren who joined Sterling in 2014 from The Boston Consulting Group where he focused on operational improvement initiatives for industrial and energy companies. Prior to entering the private sector, Scott was a Ranger qualified officer in the United States Army where he led a scout platoon during the troop surge in Iraq, and later served as a company commander in charge of 120 personnel.  Scott's first investment at Sterling was American Bath Group, a turnaround effort and industry consolidation in the bathware manufacturing industry. Scott embedded with the company for a year, using his experience leading teams and driving operational change to completely transform the company's transportation and logistics program, as well as executing four strategic acquisitions.  Scott received a B.S. in Economics from the United States Military Academy at West Point and an MBA from the Wharton School.   00000123 00000122 00001C4B 00001BF1 00181C73 00181C73 00007D28 00007E0A 00181C73 00181758

Episode 11 features Hunter Carpenter from RedBird Capital. Hunter, a former 4 year letterman of Ole Miss basketball, previously worked 8 years at The Stephens Group out of Arkansas before joining a Redbird Capital as a Partner. Today they’ll be discussing RedBirds background and differentiation within the industry, some guidance he’d offer young students as they decide on a career path and finally, how he approaches entrepreneurs before establishing a partnership. 00000331 00000330 0000C8F2 0000C8F2 000A874E 000A874E 0000804F 00008060 001B9DB1 001B9DB1