Private Equity Fast Pitch

The description of Actis' process in evaluating investments reflects the opinions of Actis and of the typical investment process (or intended investment process) as of March 2025, but this investment process can vary for particular investments and is subject to change at Actis' discretion and without prior notice. References to 'mitigating risk' does not guarantee against risk and does not protect against losses. General discussions contained in this document regarding the Indian or South East Asian market or market conditions represent the view of either the source cited or Actis. Such information is not research and should not be treated as research. Moreover, there is no assurance historical trends will continue. The information referenced herein is as of March 2025, unless otherwise indicated, is subject to change.

Powerhouse Women in Private Equity & Investment Banking Our Female Quotes & Montage spotlights an extraordinary lineup of women who are shaping the future of private equity and investment banking. From driving strategic investments to leading top firms, these industry trailblazers embody leadership, innovation, and impact. Featuring insights from Sunaina Sinha of Raymond James, Neha Markle of Morgan Stanley, Deborah Smith of The CenterCap Group, Blythe Jack of TSG Consumer, Franny Jones of The Sterling Group, Meahgan O'Grady of Palladium Equity Partners, Shannon Zoller of Tephra Advisors, Julia Karol of Watermill Group, Gretchen Perkins of Avance Investment Management, Gina Luna of GP Capital Partners, Caroline Stevens of MPK Equity Partners, Devon Kirk of Portage Capital Solutions, Tammie Miller of TKO Miller, Chrisanne Corbett of KPMG, Lauren Mulholland of Middle Ground, and Suzanne Yoon of Kinzie Capital Partners. Their voices inspire the next generation and reinforce the power of women in finance.

Andrew Weinberg is Founder and CEO of Brightstar Capital Partners. Andrew serves as Chair of Brightstar's Investment Committee. Prior to founding Brightstar, Andrew was a Partner at Lindsay Goldberg, a New York-based private equity firm. Andrew served on the Boards of 13 portfolio companies during his tenure at Lindsay Goldberg. In addition, from 2008-2011 Andrew served as Chief Operating Officer and Chief Strategy Officer of Likewize. Prior to joining Lindsay Goldberg, Andrew worked at Goldman Sachs in their Principal Investment Area (PIA). Andrew started his career at Morgan Stanley in mergers and acquisitions and leveraged finance. Andrew received his MBA from Stanford GSB and an AB from Dartmouth College with a double major in History and Economics. Andrew serves as a trustee of the PGA of America REACH Foundation. Andrew is a member of the Young Presidents Organization (YPO). He is a former member of the World Economic Forum who served on the Global Future Council on Investing and the Stewardship Board of the Forum's Platform on Shaping the Future of Investing. Andrew has appeared on multiple panels at Milken Institute and FII conferences.

Marshall Adkins joined Raymond James in 1995 and serves as the head of the firm's Energy Investment Banking practice. Prior to this role, Mr. Adkins served as the director of Energy Research and focused on oilfield services and products. Prior to Raymond James, he spent 10 years in the oilfield services industry as a project manager, corporate financial analyst, sales manager, and engineer. He holds a B.S. degree in petroleum engineering and an MBA from the University of Texas at Austin.

Jeff co-founded Agellus Capital in 2024 after spending 13 years in the private equity industry. Prior to Agellus, Jeff was a Managing Director at Thompson Street Capital Partners. Prior to Thompson Street, Jeff was a Senior Associate at Audax Private Equity. Prior to Audax, Jeff served as a Captain in the U.S. Air Force. Jeff holds a BS in Aeronautical Engineering from the U.S. Air Force Academy, an MS in Mechanical Engineering from the University of Dayton, and an MBA from Wharton. He lives in St. Louis with his wife, son, and daughter.

In this conversation, Erik Brooks, Founder and Managing Partner at Ethos Capital, shares his impressive journey from investment banking to founding his firm. He discusses the transformative moments in Eastern Europe that shaped his investment philosophy. Erik emphasizes the crucial role of mentorship and relationships in private equity careers. Additionally, he advocates for taking action over overthinking, sharing personal stories that highlight perseverance. Lastly, he explores the ethos of Ethos Capital, focusing on long-term benefits for all stakeholders.

We are excited to present a montage of quotes and mottos from prior guests that have inspired them throughout the years in both their careers and personal lives. As we begin a new year, we hope this special episode sets the stage and provides you with a new mindset for conquering the challenges & opportunities that lie ahead.

Bogdan Gogulan has 20 years of experience in finance, product and business development. Before initiating NewSpace Capital, he had accumulated a unique combination of cross-border experience in communication, security and defense industries. He served as VP of international operations and business development for AT Communication (Switzerland), Defendec (Baltics) and Katmerciler (Turkey), managing breakthrough projects for security and defense agencies in the Middle East and Central Asia. For years, he managed alignment and cooperation with UN agencies (BOMCA/UNDP, BOMNAF, UNODC, UNHCR, IOM) and security organizations (NATO, OSCE, ISAF). Prior to that, Bogdan worked for American Express (USA, UK) and Deutsche Bank (UK). As global sales development Program Manager and Head of Industry Analytics at American Express he was responsible for global partnerships development with top tier clients. Since 2010, Bogdan has been actively involved with UN Alliance of Civilization's (UNAOC) participating as an OYW Ambassador in the UN Sustainable Development Goals' initiative. Bogdan holds a BSc in Financial Economics from University of Essex and graduated from Abingdon & Whitney College. He is a co-founder and CEO of NewSpace Capital GP S.A.

Pat Maciariello is Chief Operating Officer of Compass Group and a member of Compass Diversified's Investment Committee, which is responsible for evaluating all of the organization's investment opportunities. In this role, he manages Compass's investment teams and is responsible for financial and strategic oversight of its subsidiaries. Pat is currently a director and the Chairman of BOA and Lugano Diamonds. He is also a director of 5.11, Inc., ErgoBaby, Altor Solutions, and the Sterno Group. Pat joined Compass Diversified in 2005. Before that, he was with Bain & Company and Deutsche Banc Alex Brown. Pat is a graduate of the University of Notre Dame and Columbia Business School. He lives in San Juan Capistrano, CA with his wife, his two daughters, and their dog and cat, Rocky and Adrian. In his free time. he loves horse racing, fantasy football, hiking and doing escape rooms with his family. When he was younger (and fitter) he was an avid runner and completed eight marathons.

Jeff Jenkins is a Founder and Partner of BCP. He serves as a member of the Investment Committee, serves on the Portfolio Committee and is involved in all areas of the firm's investment activities. Prior to founding BCP, Jeff spent ten years working for The Shaw Group where he served many vital positions. During his tenure at Shaw, Jeff served as Chief Operating Officer of Shaw Environmental and Infrastructure, where he was responsible for operations and business development. Prior to this role, he served as President of the Commercial, State, and Local group within the Environmental and Infrastructure division. Before moving into his operating roles, Jeff served as Vice President of the Office of the Chairman where he led overall corporate development and placed a special emphasis on mergers and acquisitions, joint ventures and business development efforts. Prior to joining Shaw, Jeff was a Corporate and Securities Attorney at Vinson & Elkins LLP where his practice focused primarily on mergers and acquisitions, private equity and venture capital, and public securities work in a broad range of industries. Jeff received his B.A. from Louisiana State University and his J.D. from Louisiana State University after attending law school at the University of Texas.