At KPMG and EY, Emily provided tax compliance and advisory services to private equity, venture capital, and hedge fund clients. in Honors Business Administration from the Ivey Business School at Western University and a B.S. Previously, he was a Principal at Stonington Partners and began his private equity career in 1992 at Merrill Lynch Capital Partners. Prior to Ankura, she was a Director at AlixPartners focused on advising and/or serving as interim management for companies undergoing a transition. Rebecca graduated from Brigham Young University with a B.S. 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. Previously, he wasan Associate at Francisco Partners, where he focused on investments in technology businesses, after spendingtwo years at McKinsey & Co. Sumitholds a B.S. Several of the largest private equity firms are now publicly listed companies in the wake of the landmark initial public offering (IPO) by Blackstone Group Inc. ( BX) in 2007. 10 In addition to Blackstone, KKR & Co. Inc. ( KKR ), Carlyle Group Inc. ( CG ), and Apollo Global Management Inc. ( APO) all have shares traded on U.S. exchanges. 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. Michael holds a B.S. Aliceholds a B.S., summa cum laude,in Finance from New York University and an M.B.A., with Distinction, from Harvard Business School. 2023 Leavitt Equity Partners Site by inHuis Creative, Leavitt Equity Partners299 South Main StreetSuite 2350Salt Lake City, UT 84111. Faith Driven Investor is an educational website hosted by Faith Driven Movements (501c6) and FDM Foundation (501c3) nonprofit corporations whose mission is to inspire, educate, and mobilize people to use their time, talents and other resources in the marketplace. As a law student, he served as a judicial intern for the Honorable Joel M. Cohen of the New York County Supreme Court, Commercial Division. from the University of British Columbia and an M.S. Natasha holds a B.A., magna cum laude, from Amherst College and an M.B.A from Columbia Business School. Jake is a Principal at Peterson Partners. Curtis has served on 35 public and private boards. Jason holds an M.B.A. from Hofstra University and a B.B.A. from Columbia Law School where he was a Harlan Fiske Stone Scholar. Soraida holds a B.A. Sovereigns Capital provides capital and strategic partnership to values-driven, market-leading companies and funds with potential for outsized returns for all stakeholders. Investment Stage: Early Stage Venture, Late Stage Venture, Post-Ipo, Private Equity, Seed, Venture. All rights reserved. His experience includes advising on a variety of M&A transactions in the consumer retail, industrial, financial institutions, and technology industries. Prior to joining Peterson Partners, Nathan was a strategy consultant at L.E.K. Ted holds a B.A., cum laude, in Government and English from Georgetown Universityand an M.B.A. from Harvard Business School. Prior toVeritas, Aneal was an Associate at Ripplewood Holdings, a New York-based private equity investment firm. Prior toVeritas, Alex was a Senior Associate at The Carlyle Group in the firms Global Partners Fund. Jeff holds a B.S., cum laude, in Economics with concentrations in Finance and Management from the Wharton School at the University of Pennsylvania and a B.S., cum laude, in Electrical Engineering from the University of Pennsylvania. Bruce holds a B.S. WebJames Dimitri Partner Aneal Krishnan Partner Jay Longosz Partner T.J. Rose Partner Daniel Sugar Partner Jeffrey Wu Partner Mark Basile Partner, Credit & Capital Markets Mukund holds a B.S. Prior to Veritas Capital, Lauren was an Associate Vice President at Rockefeller Capital Management in the Corporate Controllers group. from the University of Pennsylvania Law School, and an M.B.A. from The Wharton School at the University of Pennsylvania. Gordon holds a B.S.E., magna cum laude, in Computer Science from Princeton University. Paul is a Senior Advisor at Peterson Partners. He is also aCertified Public Accountant. Prior to Blue Matador, Taylor worked in partnership and sales strategy roles at Google and marketing and finance roles at American Express. Prior to joining Peterson Partners, Krista worked as a Customer Service Associate at Zeel. Roshan holds an A.B. Luciholds a B.A. Welles holds a B.S. in Business Administration, with highest distinction, from the University of North Carolina at Chapel Hill. Henry holds a B.A., summa cum laude, in Mathematics from Middlebury College. Joel is also on the boards of Franklin Covey and Packsize. Prior to Stanford Business School and founding Peterson Partners, Joel was Chief Executive Officer of Trammell Crow Company, then the worlds largest private commercial real estate development firm. from Adelphi University. Additionally, Sarah has 6 years ofexperience as the formeroffice manager at two private equity firms. Blackstone claims $648 billion under management and employs over 2,400 staff. in Accounting from The City University of New York. IPRV has 87 holdings, and, and has performed slightly better than its Aneal holds two B.S. from Texas A&M University. Prior to joining Peterson Partners, Andrew was an Investment Banking Analyst in the Technology group at Bank of America Merrill Lynch in Palo Alto. The Kingdom Impact fund buys controlling interest in Christian run businesses with EBIDTA between $1- 5M. Prior to Veritas, Jonathan was a research analyst at Serengeti Asset Management. 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 Veritas, Carolyn was an investment banking Analyst at Bank of America Securities in the M&A Group. Rebecca is an Associate at Peterson Partners. from Cornell University and an M.B.A. from The Wharton School at the University of Pennsylvania. Prior to Veritas, Jacklyn was the Head of Tax Reporting at Global Infrastructure Partners, where she managed the firms global internal and external tax compliance responsibilities. He is also a Chartered Financial Analyst. 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. in Accounting and Finance and an M.S. in Economics from Cornell University. Prior to Veritas, David was an investment banking Analyst at Bank of America Merrill Lynch in the Leveraged Finance Group. Previously, he was an Associate at Court Square Capital Partners, where he focused on investments in the industrials sector. Previously, he was an investment banking Analyst at Goldman Sachs & Co. in the Financial Institutions Group. Johnny holds a B.A. Prior to Veritas, Julia was a Vice President on the corporate controllers team at Goldman Sachs, where she focused on revenue reporting for the private wealth management division. Before Equity Pacific Partners, Brett was an Associate at Goldman Sachs & Co. in New York and Los Angeles. Max received an MBA from the Stanford Graduate School of Business and a B.S. Under no circumstances will Faith Driven Movements (or their respective trustees, directors, officers, employees, or agents) be liable for the accuracy, quality or reliability of any of the presentations or Materials, any defamatory, offensive, or illegal conduct of presenters, or any direct, indirect, incidental, special or consequential damages arising from any presentations or Materials. Prior toVeritas, Rick worked at Providence Equity Partners, where he focused on private equity investments. Prior to Veritas, Roshanwas an Investment Professional at BlueMountain Capital, where he executed buyout investments in healthcare and healthcare IT. Previously, heworked at Swiss Re Group as a Controller in its private equity division after working as an Audit Manager atGoldstein Golub & Kessler's financial services audit group. Previously, he worked at Ernst & Young where he focused on financial statement audits of private equity and credit fund clients. Greg holds a B.S., with distinction, in Policy Analysis and Management from Cornell University. from Stanford University. Sean is the IT Administrator at Peterson Partners. The firm operates profitable, operationally efficient, Kingdom Class companies that radically impact the lives of those they serve. Further, Faith Driven Movements does not endorse or recommend any presenter, promoter, investment advisor, strategy, company or any views mentioned at any conference or in the Materials. Prior to Veritas, Evan was an Associate at The Jordan Company, where he focused on investments in business services, industrials, and healthcare. 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. from The George Washington University Elliott School of International Affairs, a J.D. Prior to Veritas, Jeff was a Partner and member of the Investment Committee at Behrman Capital where he focused on private equity transactions in the sectors of aerospace, defense, government services, healthcare and industrials. Jordan is a Director of Finance at Peterson Partners. Prior to Veritas, Kate was a Senior Associate on the Investor Relations team at Deerpath Capital Management, a lower middle market direct lending firm where she focused on investor communications, marketing, and project management. Sean has helped several companies resolve IT issues from Network implementation to Compliance and CyberSecurity. Prior to that role, Brendan was Global Co-Head of Credit at UBS, which included the sales, trading, and research businesses of leveraged loans, high yield, distressed, and CLOs. (cum laude) from Tufts University, and a J.D. CHRISTIAN IMPACT INVESTING. Lewis earned his B.B.A. 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. Eric is the Chief Financial Officer and Chief Compliance Officer at Peterson Partners. Steve holds a B.S. Before working with TowerBrook, Clint was an Associate at Soros Private Equity in London. Prior to Veritas, Johnny was an associate at Mullen P.C., a privacy law and litigation firm, where he focused on commercial litigation and transactional matters. in Information Systems from Monroe College. Prior to Veritas, Gordon was an investment Analyst at Long Ridge Equity Partners. CJ graduated from the University of Utah with a B.S. Fusce dapibus, tellus ac cursus commodo, tortor mauris condimentum nibh, ut fermentum massa justo sit amet risus. Prior to Veritas, Jake was a Senior Associate at KPMG, where he focused on financial statement audits of alternative investment clients. Previously, he was an investment banking Analyst at Barclays in the Consumer Retail Group. Previously, he was an investment banking Analyst at Credit Suisse in the Mergers & Acquisitions group. Preston is a Principal at Peterson Partners. Prior to Veritas, Harrison was a Vice President at Morgan Stanley Capital Partners where he focused primarily on investments in business services and industrials. Sydnee is an Executive Assistant at Peterson Partners. Prior to joining Veritas, Brendan was Global Co-Head of Leveraged Debt Capital Markets at UBS, which included Leveraged Finance, Debt Capital Markets, Restructuring, and LATAM debt. Prior to Global Infrastructure Partners, she was a Tax Manager at York Capital Management after beginning her career in public accounting at Ernst & Youngs financial service tax practice. Clint received an MBA from Harvard Business School and a B.A. Marc received an MBA from Harvard Business School and a B.A. Dejan holds a B.S., summa cum laude, in Economics from Duke University. Meagan is an Executive Assistant at Peterson Partners. RHA Health Services provides services for people with intellectual developmental disabilities, physical, behavioral health, or substance use needs. degrees in Economics and Asian Studies from Cornell University and an M.B.A. from The Wharton School at the University of Pennsylvania. Morbi leo risus, porta ac consectetur ac, vestibulum at eros. in Accounting from University of Delaware. There, she focused on structuring and executing leveraged buyouts, mergers and acquisitions, and other debt financings. Kathleen holds a B.S. Dan is a Partner at Peterson Partners. Cephas was originally formed to assist affiliates of the Blackstone Group in managing complex assets in three different continents. Evelyn holds B.A. Previously, Laura was an investment banking Associate at Credit Suisse in the Financial Sponsors Group, focused on structuring and executing leveraged buyouts, dividend recapitalizations, and other debt financings. Ben is a Partner at Peterson Ventures. Copyright 2023 Peterson Partners. There, he focused on structuring and executing leveraged buyouts, mergers, and acquisitions as well as equity capital offerings across a variety of industries. Previously, he was an investment banking Analyst at Goldman Sachs in the Consumer/Retail and Healthcare Group. Prior to Veritas, Bryant was an Associate at Clayton, Dubilier & Rice, where he focused on investments in industrials and healthcare. Kate began her career at Raymond James in the Health Care Investment Banking division. The Materials are for informational purposes only, and the statements, views and opinions expressed at any presentation or in any Materials are those solely of the presenter and not of Faith Driven Movements. Prior to Veritas, Andrew was an investment banking Analyst at J.P. Morgan in the Healthcare Group. Rohit began his career as an Investment Banking Analyst at Morgan Stanley in the Natural Resources Group. There, he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. Veritas Capital Fund Management, L.L.C. Derek holds a B.A. Prior to joining Peterson Ventures, Ilana worked as Founder and CEO of Weddington Way, a direct to consumer brand, which was acquired by Gap Inc. in December 2016. We seek to create value by strategically transforming the companies we acquire. Previously, he was the Chief Technology Officer at Satmetrix, a leading customer experience management software, services, and data company. Prior to Ubiquiti, he was a member of the Value Creation team at Vista Consulting Group where he worked across the portfolio on various value creation initiatives meant to drive growth and operational excellence. Prior to PointState, he worked at Duquesne Capital Management where he focused on investments in the financial and business services industries. www.joelcpeterson.com. Previously, she worked at Deloitte as a Senior Tax Consultant in the Investment Management group with a focus on private equity clients. In 2007, Aneal was deployed to Iraq with his U.S. Army reserve unit for a year-long combat tour where he served as an Infantry Officer. in Accounting from Ithaca College. in Accountancy from SUNY Binghamton University. Tyler holds a B.S. from Tufts University. Prior to rejoining Veritas, Jamie was a Principal at Welsh, Carson, Anderson & Stowe ("WCAS") focused on investments in the information/business services and healthcare industries. 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