Investors & Operators

On this episode of Investors & Operators, Jordan sits down with TOM WELLS, Managing Partner & Co-Founder, 10 Point Capital. Together, they discuss:Leadership in the restaurant industry and leading franchisors Managing a largely transient workforce and developing leaders who have a passion for the industryDeveloping and using processes to manage the business ...and so much more.*****TOM WELLS focuses on partnering with visionary founders and operating executives to build dominant franchise brands. He is an investor in Tropical Smoothie Cafe, Slim Chickens, Phenix Salon Suites, Walk-On's Sports Bistreaux. Tom has over 10 years of private equity experience investing in a variety of industries and branded businesses. He focuses on building strong brands that resonate with customers, believing that is critical to the long-term success of a company.Tom currently serves on the Board of Directors for Phenix Salon Suites and Walk-On’s Sports Bistreaux. Tom is also on the franchise team at BIP Capital. Prior to joining BIP Capital, he worked for Century Park Capital Partners, a Los Angeles based private equity group focused on the lower middle market. Additionally, Tom previously worked in the San Francisco office of Harris Williams & Co, a leading middle market investment bank.10 Point Capital is a private equity firm based in Atlanta, Georgia that invests in franchisors with the potential to become dominant brands. Tapping into more than 75 years of combined experience in the franchise industry, the 10 Point Capital team has deep knowledge of investing in and operating both franchisors and franchisees. The firm has invested in more than 40 franchise transactions, have been franchisees for seven concepts, and have worked for four franchisors.

On this episode of Investors & Operators, Jordan sits down with MARC CABRERA, Co-Head, Healthcare Investment Banking at Oppenheimer & Co. Inc. Together, they discuss:The less obvious industry trends physician owners should knowHaving SOPs for small businesses and teams How being a banker is like being a triathlete...and so much more.***MARC CABRERA has 30 years of investment banking experience having closed 150 transactions valued at more than $20 billion. Marc has spent the last decade leading Oppenheimer's Healthcare Services Group where he leads a team of 12 investment bankers, who are industry sector experts, trusted advisors and experienced transaction specialists. He has dedicated his career to this field and loves the fact that much of what they are involved with represents the cutting edge of healthcare. The health provider world is undergoing dramatic changes caused by changing payment models, new technologies, changing patient preferences and a significant challenge to the status quo of many legacy healthcare services models. They are most focused on adding value to their client relationships and are often able to do that from their first conversation.

On this episode of Investors & Operators, Jordan sits down with KEVIN STARK, Director of Coaching at Arena Labs. Together, they discuss:Kevin’s experience as a “slow” endurance athlete Tough moments and how to handle them The 80/20 Rule ...and so much more.***KEVIN STARK is a 22-year Navy SEAL veteran, endurance athlete, and performance coach. As the Director of Coaching for Arena Labs, Kevin leverages his expertise to bring the tools, frameworks, and resources of high-performance cultures to the nurses, doctors, and administrators serving on the frontlines of healthcare. Kevin is passionate about helping others create and walk a path of meaning and excellence through the actualization of purpose and values and has developed coaching programs and curriculum to help clinicians flourish despite the pressures of the modern medical environment.Prior to joining Arena Labs, Kevin served as a Navy SEAL for 22 years. His most recent role was on a Naval Special Warfare Unit as a team leader in a rapid innovation group. In this role, he led and coordinated the activities of a diverse team of SEALs, explosive ordinance technicians, pilots, engineers, and national-level labs in the experimentation, adaptation, and acquisition of cutting-edge technologies in direct support of national defense priorities.As a SEAL, Kevin deployed overseas multiple times in support of US National Defense Strategy, led SEAL training as the senior instructor, managed the US Naval Academy SEAL candidate selection process, and served as team leader in a purpose-built innovation cell. In total, Kevin has either trained, coached, or mentored nearly 10,000 SEAL candidates and US Naval Academy Midshipmen through some of the world’s most demanding selection courses. Two of his fondest adventures were leading a group of Naval Academy students to the summit of Mount Kilimanjaro and another group on a multi-day trek to Patagonia.At his core, Kevin is passionate about tapping into the inner strength we all possess to turn obstacle into opportunity. Kevin values honor, integrity, determination, respect for others, and believes that reaching our edge is only the beginning of what we are capable of. He has completed expedition length adventure races, rock and alpine climbs, and 100-mile ultramarathons. He received an MBA and an MS (Special Operations) from the Naval Postgraduate School and is a NASM Certified Personal Trainer.Most importantly, Kevin is a proud husband and father to three children. As a family, they enjoy learning, seeing new places, spending quality time together, and surviving until the kids’ bedtime.

On this episode of Investors & Operators, Jordan sits down with JAY HEWITT, Pastor at Friends Church Orange. Together, they discuss:On his first day of radiotherapy and chemotherapy in August 2019, it was the first day he started his Ironman trainingWhat faith means to him and his path of re-finding faithHow to be the best version of yourself in the different roles you play in life ...and so much more.

On this episode of Investors & Operators, Jordan sits down with BRIAN BANK, Strategy and Client Development, Investment Funds Group at Kirkland & Ellis LLP. Together, they discuss:What LPs want from emerging manager pitchesThe importance of communications The ups and downs of being an emerging manager...and so much more.BRIAN BANK is a partner-level, client-facing non-lawyer within Kirkland and Ellis's Investment Funds Group, the largest and most active private equity focused law firm globally. His practice represents over 700 investment managers and has assisted his clients in raising over $1.4 trillion in the last 4 years. Leveraging over 20 years in the PE, VC, and alternative investment industry as a limited partner and a placement agent, Brian provides Kirkland's funds clients strategic and tactical advice/expertise on firm formation and launch, fundraising, LP matters, investor relations, marketing, LP communications, and other commercial/non-legal topics. As part of Kirkland's business development team, Brian has worked with over 50 clients and has either been solely responsible or contributed to 50+ new clients leading to nearly $100M+ in incremental revenue.Prior to Kirkland, Brian led US PE origination for First Avenue Partners, a UK-based placement agent. From February 2011 to March 2015, he managed and led the Advanced Capital Intelligence Funds, an investment platform created by Aspiriant, serving as both Director of Investor Relations and as Director of Private Equity. In these roles, he was the subject matter expert for all investments and was responsible for managing $500m+ of assets. From 2000-2010, Brian oversaw US PE and VC fund Investments and co-Investments for a UK-based investment company. During this period, he was solely responsible for sourcing, conducting due diligence, and managing GP commitments and relationships. Additionally, he identified and executed co-investments. Prior to 2000, Brian spent three years with E&Y Management Consulting. Among his engagements, he managed all divestiture-related activities of an $8 Billion division of a Fortune 25 company completing a corporate carve-out, managed the current state assessment of a 3,500 person administrative support division of a major international services firm, and managed a sourcing/supplier analysis for a health care client consolidating greater than 30 purchasing organizations from 37 separate facilities and greater than $500 million in annual procurement.

On this episode of Investors & Operators, Jordan sits down with JIM MAHONEY, Managing Partner at Huron Capital. Together, they discuss:how to utilize core values in a unique wayleading and incentivizing a team in 2022record highs at Huron Capital...and so much more.JIM MAHONEY is the Managing Partner of Huron Capital. In addition to sourcing, evaluating, executing and managing investments, Jim is responsible for setting strategy and managing the operations of the firm. Jim is a member of the firm’s Investment Committee.His experience includes mergers and acquisitions, equity and debt financings and restructurings for middle market businesses across a variety of industries. Prior to joining Huron Capital in 2007, Jim was with Conway MacKenzie, Inc., a boutique firm focused on restructurings and special situations. Prior to Conway, Jim was an investment banker with Robert W. Baird & Co. Although his experience covers a range of industries, he is focused primarily on niche segments within the business services space, including facility, infrastructure, and utility services.B.A. in Economics and Political Science from Villanova University; M.B.A. from The University of Chicago Booth School of Business with concentrations in Finance and Accounting.Jim has served on over a dozen Huron Capital portfolio company boards, currently serving as Director of Albireo Energy, Sciens Building Solutions, Sunland Asphalt and Construction, TriStruX and Pure Dental Brands.

ATI Partners is a public and private infrastructure fund manager that focuses on middle market investment opportunities in transportation, digital, and social community infrastructure. In this episode of Investors & Operators, David Cibrian sits down with Jordan Selleck to discuss:Seizing opportunities when they present themselvesWhat it means to be a first generation AmericanWhy infrastructure is more than toll roads and bridges…and much more.David Cibrian is CEO, CIO, and Co-Founder of American Triple I.  He is responsible for developing and directing overall business strategies; building trusted relationships with asset and investor partners; leading high-quality investment decisions; and enforcing adherence to compliance, legal, and operating guidelines and policies.  David was formerly a Managing Director with Brevet Capital, a New York City-based investment firm founded in 1998.  Among other responsibilities, he headed Brevet’s firm-wide Government Financing Programs.  He is experienced in various facets of fund management, including originations, underwriting/structuring, and asset management.  David also served in a variety of roles during his career – lawyer, accountant, corporate executive, and investment professional.  David was formerly a CPA with Ernst & Young, Los Angeles and was a practicing international and corporate attorney for 25 years, including his experience in public finance at O’Melveny & Myers, Los Angeles.  David formerly served on the Board of Mirage Energy Corporation, a start-up developer of natural gas storage facilities outside of the United States, and the Board of Onko Solutions, a development stage medical device company.  He was also a Senior Advisor to Civitas Capital Group, an alternative investment firm.David is a former member of the Texas Finance Commission and the Texas Credit Union Commission having been appointed by then-Texas Governor Rick Perry.  David holds a Juris Doctor with honors from Georgetown Law School and a Bachelor of Science in Accounting with honors from Loyola Marymount University.

Co-Founder & Managing Partner David Perez sits down with Jordan Selleck on this episode of Investors & Operators to discuss…David’s journey from Cuba, to East Germany, to AmericaLearning to be uncomfortableHow to bring meaning into your lifeand so much more…..David Perez is a Co-Founder and Managing Partner of Avance Investment Management, LLC. Prior to founding Avance, David was the President and COO of Palladium Equity Partners. Prior to Palladium, he had several senior private equity roles, including Principal of General Atlantic Partners and Atlas Venture and Senior Associate of Chase Capital Partners. David started his career with James D. Wolfensohn and Co, focused on mergers and acquisitions.David earned his B.S. in Systems Engineering from Dresden University of Technology, a M. Eng. in Engineering Management from Cornell University, and an MBA from Harvard Business School. He is a member of the Council on Foreign Relations, a Co-Chair of the Harvard University Cuba Studies Advisory Group, a member of the Cornell Engineering School Advisory Group, President of the Board of Trustees of the Trinity School in New York City, and a longstanding board member and former President of the Board of Ballet Hispánico. He also served as Chairman of the Board of the NAIC. David lives in New York with his wife and three children.

On this episode of Investors & Operators, Jordan sits down with Mike Alberts, Vice President at Cohere Capital. Together, they discuss:Mike’s journey of becoming an IRONMANFiguring out your “Whys” and finding your motivationAdvice for creating a daily structureand so much more….Prior to joining Cohere Capital, Mike was Vice President of Operations at Shields Health Solutions where he focused on strategic growth, business development, and day-to-day operations serving the company’s health system customers. Prior to joining Shields, Mike was a Senior Associate at Gauge Capital where he focused on private equity investments in high growth, entrepreneur-owned companies in the healthcare and consumer services sectors. Earlier in his career, Mike was an analyst at Houlihan Lokey and BB&T Capital Markets where he advised clients on mergers and acquisitions in the aerospace, defense, and government services sectors. Mike received his Bachelor of Arts degrees in Markets and Culture (Behavioral Economics) and English from Southern Methodist University.

On this episode of Investors & Operators, Jordan sits down with Tracy Chadwell, Founding Partner of 1843 Capital. Together they discuss:authenticity and the importance of being true to yourselfspotting the early indicators for successacknowledging the small victories...and so much more.Named to "Forbes 50 over 50" Inaugural List and one of Entrepreneur Magazine's "100 Powerful Women" TRACY CHADWELL is an experienced venture capital investor and attorney. Notable investments include early investments in Beautycounter (sold for $1 Billion), Tempo Automation, HopSkipDrive and May Mobility. She is a leader and a sought after speaker within the community of women founders, innovators and entrepreneurs, including giving testimony before a U.S. Senate Committee. She has been a speaker for the Nantucket Project, MIT and TEDx NYIT. In 2018, she was won Moffly Media's "Women's Business Advocate" award.