Investors & Operators

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.

On this episode of Investors & Operators, Jordan sits down with Lauren Mulholland, Founding Partner at MiddleGround. Together, they discuss: the insanely fast growth of MiddleGround and the importance of being flexiblehow Fund I has shaped them for raising Fund II‘Women's Wing’ program & the importance of female empowerment...and so much more.LAUREN MULHOLLAND is a Partner at MiddleGround where she is responsible for transaction sourcing and management of the Investment Team with John Stewart. She started her career in investment banking as part of the Financial Institutions Group at Banc of America Securities and then moved to Macquarie Capital to help launch a private capital markets platform. She subsequently worked at Monomoy Capital, where she was a Director on the investment team. Lauren received a Bachelor of Science in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill as well as an MBA with Honors from Columbia Business School.In March 2020, Lauren was named among Buyouts Women in PE 10 rock stars making waves in private equity. Then in May 2020, Lauren was named to PEI’s The Future 40 List. While Lauren is now a certified New Yorker, her native Iowa roots are easily identifiable thanks to her love of corn. Lauren likes to spend her spare time golfing and she and her husband, Brian, are the proud parents of three girls, Maddie, Cece and Ellie.

On this episode of Investors & Operators, Jordan sits down with Michael Curry, CEO of Apex Physics Partners. Together, they discuss:key lessons from the entrepreneurial journeyrecognizing leadership strengths and weaknessesthe power of partnership when building a business...and so much more.MICHAEL CURRY is the Chief Executive Officer of Apex Physics Partners, where he directs the company’s strategy, sales, marketing and business development efforts.Mr. Curry began his career as an investment-banking analyst in London with Morgan Stanley, where he provided financial analysis and project management for media and communications acquisitions totaling over $6 billion. Michael received his BBA from Emory University and his MBA from the University of Chicago Booth School of Business where he was a recipient of both the Charles M. Harper Scholarship and the Robert Toigo Fellowship.

On this episode of Investors & Operators, Jordan sits down with Gretchen Perkins, Partner at Avance Investment Management. Together, they discuss:the importance of mentorship in private equitythe most important core values when building a businessparenting advice…and so much more.GRETCHEN PERKINS is a Partner at Avance Investment Management, LLC, and is responsible for sourcing investment opportunities both for the firm and for portfolio companies. Gretchen brings over 20 years of sourcing and business development experience, having created and implemented successful business development organizations and programs at her two prior firms: Huron Capital and Long Point Capital, in addition to many prior years in a variety of financial services and consulting roles.She earned her Bachelor of Business Administration from the University of Michigan. Gretchen has been an active member of the Association for Corporate Growth for over twenty years, having held multiple board and leadership positions in the ACG at the chapter and national levels. Gretchen will Chair the ACG Intergrowth national conference in 2022. Gretchen is also involved in multiple non-profit endeavors, including the following organizations: Endeavor Detroit, Detroit Police Athletic League, United Cerebral Palsy of Michigan, and 100 Businesses Who Care. Gretchen resides in Florida and has two grown children.