Joel Peterson Founding Partner & Chairman, Joel Peterson Founding Partner & Chairman, Joel Peterson has been on the faculty at the Graduate School of Business at Stanford University since 1992, teaching courses in real estate investment, entrepreneurship, and leadership. As a strategic investor with an in-depth, focused knowledge and understanding of government-influenced markets and customers and related policy and regulatory environments, we possess unique intellectual property that allows us to be nimble and flexible partners. Jack holds a B.B.A., summa cum laude, in Finance from the University of Notre Dame and an M.B.A. from Harvard Business School where he was a George F. Baker Scholar. in Economics and Asian Studies from Dartmouth College and an M.B.A. with a concentration in Healthcare Management from The Wharton School. WebPrivate equity clients appreciate our deep knowledge and insight of specific sectors which, combined with our debt advisory and deal origination strengths, means our advice is keenly sought by investors, either looking to make new investments or seeking exits. Previously, she worked at Cambridge Associates as a Senior Advisory Service Associate. He also served as Chairman of the Board at JetBlue Airways for 12 years (2008-2020). He began his career as an Investment Banking Analyst at Credit Suisse in Los Angeles. in Business Administration and an M.S. Sahel Capital is a private investment firm focused on the food and agriculture sector in sub-Saharan Africa. in Accounting and Finance and an M.S. Prior to joining Peterson Partners, Shalyce worked as a Health Educator for the Southwest Utah Public Health Department. Luciholds a B.A. All rights reserved. Prior to Veritas, Kathleen was a Senior Associate at PwC, where she focused on financial statement audits of alternative investment clients. Previously, he was an investment banking Analyst at Credit Suisse in the Mergers & Acquisitions group. Greg holds a B.S., with distinction, in Policy Analysis and Management from Cornell University. Prior to joining Peterson Partners, Enrico was an Investment Banking associate in the West Region Advisory group of Goldman Sachs in Los Angeles. Brett is a Partner at Peterson Partners. Ilana received an MBA from the Stanford Graduate School of Business and a B.A. Founded in the Fall of 2014, LEP manages over $300 million in capital, raised primarily Prior to joining Peterson Ventures, CJ was an Investment Banking Analyst at Morgan Stanley in Los Angeles. Spencer is a Partner at Peterson Partners. Erin holds a J.D. Prior to Reef Road, Richard was an investment professional at Marblegate Asset Management focused on opportunistic credit investments in the middle market. Trent began his career at ExxonMobil as a part of their controllers organization. Faith Driven Movements is not responsible for the opinions, advice, statements, materials, presentations, data, images, videos, documentation and other information (collectively, the Materials) expressed or otherwise shared by guest contributors (including without limitation podcast guests, conference speakers, guest writers, participating companies and investment professionals). from Gettysburg College, and a J.D. Prior toVeritas, Matt was a Vice President at TPG Capital where he focused primarily on investments in business services, industrials, and energy. Previously, he worked in high yield sales at Lehman Brothers and syndicated finance at Chase Manhattan Bank. Shalyce is the Office Manager and an Executive Assistant at Peterson Partners. Hosts and Guests may maintain positions in the companies and securities discussed. in Accounting from The City University of New York. During his legal career, Buddy worked with Veritas on virtually every major transaction Veritas had been involved in since its founding. He is also a Chartered Financial Analyst. Prior to joining Peterson Partners, Carolyn was the Vice President of Talent at All Raise, a venture funded organization designed to support female founders and build diversity in the Board Room. from Stanford University. Connor holds a B.S., magna cum laude, in Accounting and Business Administration from Washington and Lee University. Prior to Veritas, Alexander was an investment banking Analyst at Barclays in the Technology Group. The iShares Listed Private Equity UCITS ETF (IPRV) is a fund that invests in private equity companies across the developed world. from Cornell University and an M.B.A. from The Wharton School at the University of Pennsylvania. in Accountancy and an M.B.A from Providence College. He most recently served on the board of CBRE (NYSE) and is currently on the boards of Khan Academy and Stanford Federal Credit Union. Prior to joining Peterson Partners, Holly was an Executive Assistant at Andina Capital Management. Integer posuere erat a ante venenatis dapibus posuere velit aliquet. Paul holds a PhD in Organizational Studies from the Sloan School of Business at the Massachusetts Institute of Technology and a Masters Degree in Organizational Behavior and a B.A. in Finance and Accounting from Georgetown University. Prior to Veritas, Bruce was a Senior Associate at Ubiquiti, where he primarily focused on developing and leading the company's go-to-marketstrategy for their direct-to-consumer eCommerce platform. Clark holds a B.S. Prior toVeritas, Alex was a Senior Associate at The Carlyle Group in the firms Global Partners Fund. Veritas Capital Fund Management, L.L.C. WebChristian Venture Capitalists Drew Goodmanson How would you like: (1) Access to capital and entrepreneurship networks. Prior toVeritas, Markwas a Director at KohlbergKravisRoberts & Co. ("KKR")where he focused on capital markets transactions and private credit investments across a range of industries. ValueStreet is a small business private equity firm focused on making long-term investments in quality businesses with up 2 million in annual earnings. Veritas Capital is a private investment firm with over two decades of experience. WebMy background and skill set would be particularly suited to roles in M&A, Restructuring, Turnaround, and Corporate Development, particularly within Investment Banking, private equity, or corporate development in large firms, as well as specialized consulting firms. WebChristian Maynes manages financial investment activities at ICO, including private equity, public equity and debt, and short term investments. As a strategic investor with an in-depth, focused knowledge and understanding of government-influenced markets and customers and related policy and regulatory Jamie holds a B.S. Their mission is to build the most caring & innovative service companies. Prior to KKR, Mark worked at Barclays Capital in both the Leveraged Finance and Restructuring groups, where he focused on a range of M&A and financing transactions. He is also a Certified Public Accountant. He led the strategic repositioning, transformation, and dramatic growth of Alion leading to the successful exit of the business in 2021. Joel is the author of Entrepreneurial Leadership: The Art of Launching New Ventures, Inspiring Others, and Running Stuff and The 10 Laws of Trust: Building the Bonds that make a Business Great. Clint received an MBA from Harvard Business School and a B.A. in Aerospace Engineering with Honors from the University of Texas at Austin. in history from Williams College. Previously, he was an Associate at Black Diamond Capital Management after beginning his career as an investment banking Analyst at UBS in the Leveraged Finance Group. in Economics and International Relations from Brown University, an M.Phil in Economics from Cambridge University, and an M.B.A., with Honors,from the University of Chicago Booth School of Business. Prior to Veritas, Michael was an Associate in the Assurance practice at PwC, where he focused on financial statement audits of alternative investment clients. The Company serves patients from its 25+ locations in 8 states. Previously, he was the Chief Technology Officer at Satmetrix, a leading customer experience management software, services, and data company. degree in Accounting from Utah State University and a M.S. His experience includes advising on a variety of M&A transactions in the consumer retail, industrial, financial institutions, and technology industries. Identified as an Accelerator by WSJ, 40 under 40 by SF Business Times, Ilana approaches brand building with unwavering focus and industry-changing boldness. All rights reserved. If you look at Year 0, you can see a private equity firm purchased a business for $4,000 structured as 50% debt, 25% seller debt, and 25% equity. Kevin holds a B.S. Prior to Veritas, Thomas was an investment banking Analyst at Credit Suisse in the Technology Group where he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. Previously, he was an investment banking Analyst at Goldman Sachs in the Consumer/Retail and Healthcare Group. Kate is a Vice President at Peterson Partners. T.J. holds a B.S., with High Honors, in Civil Engineering from Florida A&M University and an M.B.A. from Harvard Business School. Prior to Veritas, Harrison was a Vice President at Morgan Stanley Capital Partners where he focused primarily on investments in business services and industrials. Previously, he worked at Hutchin Hill Capital as an Operations Specialist where he provided operational support to the firms multiple credit funds. in Finance from Georgetown University and an M.B.A. from the Stanford Graduate School of Business. Prior to Veritas, Joon worked as an investment banking analyst at Evercore in the Chemicals Group. Prior to joining Peterson Partners, Krista worked as a Customer Service Associate at Zeel. Prior to Veritas, Welles worked as an investment banking Analyst at Bank of America in the Healthcare Group. Harrison holds a B.B.A., with distinction, from the University of Michigan and an M.B.A. from Harvard Business School. He is also a Certified Public Accountant. For additional information concerning Veritas Capital, please review Veritas Capital Fund Management, L.L.C.s Form ADV Part 1 and Part 2A. Prior to rejoining Veritas, Ashishwas a Partner at McKinsey & Companyfocused on accelerating operational performance and organizational effectiveness at energy, hi-tech, pharma and industrial companies. Prior to Veritas, Nic was an Executive Director at UBS in the Leveraged Finance and Financial Sponsors Group, where he covered financial sponsors and worked on a range of financing transactions. She began her career in NYC as a buyer for Bloomingdales. Interest paid to investors since 1959. We seek to create value by strategically transforming the companies we acquire. Prior to Veritas, Soraida was a Senior Administrative Assistant at The Riverside Company, where she provided operational support to the Strategic Analysis & Sourcing and Information Technology teams. Max received an MBA from the Stanford Graduate School of Business and a B.S. is a registered investment adviser. Previously, Dejan was an Associate at Veritas after beginning his career as an investment banking Analyst at UBS in the Mergers & Acquisitions Group. from Babson College. Sean has helped several companies resolve IT issues from Network implementation to Compliance and CyberSecurity. in Finance from the University of Notre Dame. Additionally, Sarah has 6 years ofexperience as the formeroffice manager at two private equity firms. Brett received an MBA and B.A. from the Benjamin N. Cardozo School of Law. Clint is a Partner at Peterson Partners. Here are the largest 25 private equity firms by their five-year PE fundraising total over the last five years, with data on funds and investments from respective firms Aliceholds a B.S., summa cum laude,in Finance from New York University and an M.B.A., with Distinction, from Harvard Business School. There, he focused on structuring and executing restructuring, bankruptcy, financing and distressed M&A transactions for corporations across a variety of industries. CJ graduated from the University of Utah with a B.S. degrees in Electrical Engineering and Management from the Massachusetts Institute of Technology and an M.B.A. from Harvard Business School. Garden City invests long-term, permanent capital with no intention of selling. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions, and other debt financings. Previously, he was an analyst at Ernst and Young Corporate Finance focusing on a range of M&A and restructuring transactions. from the University of Wisconsin. an enterprise charity is a non-profit that generates revenue to fund operations and, Prior to joining Flow, Max was the General Manager of China at The Aromatherapy Company, a New Zealand home goods company, based in Shanghai. Teresa began her career as an associate at Kirkland & Ellis LLP, and also served as a legal analyst at Reorg, a provider of credit intelligence and data. Matt holds a B.S., summa cum laude, in Finance and Accounting from Miami University. He began his career as an analyst in credit research and leveraged finance at Goldman Sachs. That invests in private equity, Public equity and debt, and short term investments degree in Accounting and Administration. At Hutchin Hill Capital as an investment banking Associate in the Technology.. 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