Prior to joining Ziegler, Kate served as a Senior Associate at Lumere. All rights reserved. document.write(new Date().getFullYear()); Veritas Capital Fund Management, L.L.C. There, he focused on structuring and executing leveraged buyouts, mergers, and acquisitions as well as equity capital offerings across a variety of industries. from Brigham Young University. from the University of Pennsylvania Law School, and an M.B.A. from The Wharton School at the University of Pennsylvania. By visiting the site you agree to comply with the Terms of Use, Privacy Policy and Code of Conduct. Eric Noble Chief Financial Officer & Chief Compliance Officer, Eric Noble Chief Financial Officer & Chief Compliance Officer. Sean graduated from Utah Valley University with a B.S in Technology Management. Morbi leo risus, porta ac consectetur ac, vestibulum at eros. Prior to Veritas, Joon worked as an investment banking analyst at Evercore in the Chemicals Group. Meagan received a B.S. in Aerospace Engineering with Honors from the University of Texas at Austin. Joel earned an MBA from Harvard Business School and received his Bachelors degree from Brigham Young University, where he was valedictorian. ADG is focused on helping Christian business owners transition out of their business without losing their kingdom impact. in Economics from Cornell University and is CFA charterholder. Prior to Veritas, Michael was an Intern Project Manager for a non-profit called Resilient Utilities Now. ShawSpring Partners is a venture capital firm that focuses on technology, the internet, and the consumer sectors. in Economics from Cornell University and an M.B.A. from the Wharton School at the University of Pennsylvania. Gaurav holds a M.S. Prior to Veritas, Rohit was a Vice President at CI Capital Partners where he focused primarily on investments in the business services, healthcare, and industrials sectors. Mr. Welling holds a B.A. degree in Finance. in Psychology with a minor in Business Administration from Marymount Manhattan College. Prior toVeritas, Gary was a Vice President at KKR where he managed the operational and reporting functions for KKRs strategic partnerships and special purpose vehicles. Previously, he worked in compliance at Macquarie Asset Management, advising their private equity and alternative assets business. Prior to Peterson Partners, Clint was a Senior Principal with TowerBrook Capital Partners, a London and New York-based investment management firm with approximately $8 billion AUM. WebRoundTable Healthcare Partners invests in Polymedco alongside owner-Founders more May 2022 RoundTable Healthcare Partners Closes Sixth Private Equity Fund Totaling $800 Million more November 2021 RoundTable Healthcare Partners Portfolio Company, Healthcare Components Group, Acquires Endoscopy Development Company more in Economics and B.S. She is also a Certified Public Accountant. Curtis has served on 35 public and private boards. Prior to Veritas, Julius was an Operations Analyst at Tricadia Capital, where he was responsible for trade capture, middle office, profit and loss reporting, and foreign exchange exposure monitoring. Previously, she worked at Cambridge Associates as a Senior Advisory Service Associate. He led the strategic repositioning, transformation, and dramatic growth of Alion leading to the successful exit of the business in 2021. The website is intended to be an opportunity to exchange ideas for educational purposes. in Finance from Drexel University. Prior to Veritas, Clark was a Managing Director at Macquarie Capital where he covered financial sponsors and worked on a range of financing and investment banking transactions. Previously, Ian was part of BlackRocks Financial Planning and Analysis function and supported the firms alternative investment platform. Nathan graduated summa cum laude from Brigham Young University with a B.S. Michael holds a B.S. Prior to Veritas, Hugh was a Partner and member of the Investment Committee at Falconhead Capital, a middle-market private equity firm. Prior to Veritas, Roshanwas an Investment Professional at BlueMountain Capital, where he executed buyout investments in healthcare and healthcare IT. Prior to Alion, he served as president of DynCorp International as well as a principal in the early buildout of both L-3 Communications, as a public company, and the exponential growth and exit of DRS Technologies. Prior to Veritas, Sarah was a Managing Director and the head of administration and facilities with Benefit Street Partners. Previously, she worked at Deloitte as a Senior Tax Consultant in the Investment Management group with a focus on private equity clients. Sovereigns Capital provides capital and strategic partnership to values-driven, market-leading companies and funds with potential for outsized returns for all stakeholders. Veritas Capital Fund Management, L.L.C. WebAt PwC, Spencer provided advisory services to large private equity and corporate clients on buy-side and sell-side transactions in the consumer, healthcare, business services, Prior to Veritas, Bryant was an Associate at Clayton, Dubilier & Rice, where he focused on investments in industrials and healthcare. Jason holds a B.S. Prior to Viking, she spent 9 years at Centerbridge Partners as the director of human resources and administration. Curtis is a Senior Advisor at Peterson Partners. in Applied Mathematics from Columbia University. from the University of British Columbia and an M.S. Prior toVeritas, Jason was a Vice President at a major private equity fund administrator where he co-managed the organizations institutional private equity sponsor group. from The Wharton School at the University of Pennsylvania and an M.B.A. from Harvard Business School. in Economics from Brown University. www.joelcpeterson.com. He is also a Chartered Financial Analyst. in Economics from Cornell University. Mr. Musallam holds a B.A., cum laude, in Mathematical Economics from Colgate University and an M.B.A., with High Honors, from the University of Chicago Booth School of Business. Previously, Erica was an Associate at Thomas H. Lee Partners, where she focused on investments in the consumer and healthcare industries. KKR is a global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate, credit, and, through its strategic partners, hedge funds. in History from Brigham Young University. from The George Washington University Elliott School of International Affairs, a J.D. Eric is a Certified Public Accountant; he holds a B.S. Additionally, Sarah has 6 years ofexperience as the formeroffice manager at two private equity firms. Preston graduated from Brigham Young University with a B.S. Previously, Dejan was an Associate at Veritas after beginning his career as an investment banking Analyst at UBS in the Mergers & Acquisitions Group. in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology and an M.B.A. from the Wharton School at the University of Pennsylvania. in Business Administration from the University of North Carolina at Chapel Hill. Prior to Veritas Capital, Lauren was an Associate Vice President at Rockefeller Capital Management in the Corporate Controllers group. Previously he worked at Pritzker & Pritzker, the private equity group then led by Jay Pritzker and prior to that at Berkshire Partners, a Boston-based private equity firm. Prior to Benefit Street Partners, she was the global head of facilities and administration at Viking Global Investors. Prior to joining Peterson Partners, Jordan was an Investment Banking Analyst at Morgan Stanley in New York City. in Finance from the Marriott School of Business and a minor in Computer Science from the College of Physical and Mathematical Sciences. in Accounting and Finance from Georgetown University. Max received an MBA from the Stanford Graduate School of Business and a B.S. Julius holds a B.A. There, he focused on growth equity investments in financial technology and financial services. Roshan holds an A.B. There, he focused on structuring and executing restructuring, bankruptcy, financing and distressed M&A transactions for corporations across a variety of industries. Emily is a Director of Finance at Peterson Partners. His experience includes working on a variety of private equity due diligences, growth strategy studies, and M&A integration projects. Taylor is a Principal at Peterson Ventures. The 10 Laws of Trust: Building the Bonds that make a Business Great. 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. Luciholds a B.A. Brett is a Partner at Peterson Partners. The iShares Listed Private Equity UCITS ETF (IPRV) is a fund that invests in private equity companies across the developed world. There, she focused on structuring and executing leveraged buyouts, dividend recapitalizations and other debt financings. 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. For additional information concerning Veritas Capital, please review Veritas Capital Fund Management, L.L.C.s Form ADV Part 1 and Part 2A. WebThis chart lays out a simple scenario as an example. Prior to joining Veritas, Dipo was an associate general counsel at the TCW Group Inc., across their fixed income, equities and alternative investments platform. Prior to Veritas, Michael was an Associate in the Assurance practice at PwC, where he focused on financial statement audits of alternative investment clients. Clint received an MBA from Harvard Business School and a B.A. Chris holds a B.S.B.A. Chief Financial Officer & Chief Compliance Officer. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions, and other debt financings. He is also a Certified Public Accountant. document.write(new Date().getFullYear()); Veritas Capital Fund Management, L.L.C. Preston is a Principal at Peterson Partners. Yewande holds a B.A. degree in Finance from Suffolk University. We invest in companies that provide critical products and services, primarily technology or technology-enabled solutions, to government and commercial customers worldwide. Trent began his career at ExxonMobil as a part of their controllers organization. At these firms, Erin advised companies and investors in mergers and acquisitions, private equity and debt financings, and startups and venture capital. WebOur Funds About Us Faith-Based Investing Advisor Resources Insights Call Us Back Our Funds US Equity Non-US Equity Fixed Income Real Assets/Alternatives Impact Target Previously, he worked at Citigroup in the Alternative Asset Group within the Investment Banking Division. Founded by two brothers in 1985, Blackstone has ballooned to become the largest private equity firm in the world. Prior to Veritas, Kathleen was a Senior Associate at PwC, where she focused on financial statement audits of alternative investment clients. What Is Private Equity? Private equity is an alternative investment class and consists of capital that is not listed on a public exchange. Private equity is composed of funds and investors that in M.E. in Economics from Vanderbilt University and an M.B.A. from the Kellogg School of Management at Northwestern University. Prior to joining Peterson Partners, Trent was a strategy consultant at L.E.K. All rights reserved. Kate began her career at Raymond James in the Health Care Investment Banking division. Prior to All Raise, Carolyn spent several years as an executive recruiter. Previously, he worked at Ernst & Young where he focused on financial statement audits of private equity and credit fund clients. Paul is a Senior Advisor at Peterson Partners. Mergon is an investment group that exists to create Kingdom impact and equip others to do the same. Eric is the Chief Financial Officer and Chief Compliance Officer at Peterson Partners. in History from Brigham Young University. Before joining BlackRock, he was an actuarial assistant at New York Life Insurance. from Babson College. She started her career in Charlotte at Ernst & Young in their Financial Services Office. Prior to WCAS, he worked at Warburg Pincus in the LBO/Special Situations group where he focused primarily on investments in the industrials sector. from the University of Pennsylvania where she graduated summa cum laude. He is also aCertified Public Accountant. in Accountancy from Binghamton University. in history from Williams College. 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. Prior to Veritas, Nick was a Senior Associate at PwC, where he focused on financial statement audits of alternative investment clients. Kathleen holds a B.S. Gary holds an MBA in Professional Accounting from Rutgers University. Sovereigns Private Equity business invests directly in profitable, lower middle market companies with $10 million to $100 million in revenue, and $2.5 million to $10 million in owners earnings. in Accounting from Ithaca College. Nicole holds an B.A., summa cum laude, from the University of Pennsylvania, and an M.B.A., with distinction, from the Stern School of Business at New York University. He focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. is a registered investment adviser. Trent graduated from Brigham Young University with a B.S. Prior to Veritas, Kevin was the IT Manager at HQ Capital, responsible for managing the technical aspects of the firms information system platforms. Jake is a Principal at Peterson Partners. Previously, he was an analyst at Ernst and Young Corporate Finance focusing on a range of M&A and restructuring transactions. Prior to joining Peterson Partners, Andrew was an Investment Banking Analyst in the Technology group at Bank of America Merrill Lynch in Palo Alto. Prior to joining Veritas, Bhavna was Chief Human Capital Officer and Head of Strategic Initiatives at BC Partners. Before joining Veritas, Teresa was an associate in the Restructuring Group at Paul, Weiss, Rifkind, Wharton & Garrison LLP. from Northwestern University. Previously, he was an investment banking analyst at Citigroup in the Power & Utilities Group. He is also aCertified Public Accountant. He is also aCertified Public Accountant. Previously, he was an investment banking Analyst at Harris Williams in the Diversified Industrials Group. Most recently as Managing Director at The Leadership Group, a boutique executive search firm focused on placing C-level executives, VPs, and Board candidates within early, late-stage, and public companies. Jackie holds a B.S. Investor Type: Hedge Fund, Private Equity Firm, Venture Capital. in Accounting from Sacred Heart University. Shalyce Oman Office Manager & Executive Assistant, Shalyce Oman Office Manager & Executive Assistant. Jonathan holds a B.S. ValueStreet is a small business private equity firm focused on making long-term investments in quality businesses with up 2 million in annual earnings. She is also a Certified Public Accountant. and B.E. Prior toVeritas, Sumit was a Vice President at Lee Equity Partners where he focused on investments in healthcare, business services, and financial services. WebThis chapter includes company acquisitions, dispositions and related financing arrangements, mergers, joint ventures capitalizations, entity selection and formation, He is also a Certified Public Accountant. Thomas holds a B.A. 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. in Civil Engineering and a B.A. We are a Faith Driven Venture Capital firm located in Vancouver, BC. We are here to empower Faith Driven Entrepreneurs and Faith Driven Investors to step into the fullness of their destiny for Christ. and persevere in their startups God has called them to. marketplace & are looking for faith-compatible retailers. Previously, Mark was a credit Analyst at Citigroup after spending four years in management and technology consulting. Dan is a Partner at Peterson Partners. 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. 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 joining Peterson Ventures, CJ was an Investment Banking Analyst at Morgan Stanley in Los Angeles. RHA Health Services provides services for people with intellectual developmental disabilities, physical, behavioral health, or substance use needs. Nate is an Associate at Peterson Partners. Do holds a B.S. Prior to Veritas, Buddy was a Senior Partner with the law firm of Schulte Roth & Zabel LLP where his practice focused on the areas of mergers & acquisitions, leveraged buyouts, corporate finance, corporate governance and securities regulation, with special focus on private equity. Individual companies and organizations are the core of Christian impact investing. Jordan Christensen Director of Finance, Jordan Christensen Director of Finance. Prior to joining Peterson Ventures, Emily worked at the Blackstone Group,where she was an Analyst on the Portfolio Operations team. Mr. Musallam began his career at J.P. Morgan in the Structured Finance Division. Prior to Ankura, she was a Director at AlixPartners focused on advising and/or serving as interim management for companies undergoing a transition. degree in Accounting from Utah State University and a M.S. Previously, he was an investment banking Analyst at Morgan Stanley. Integer posuere erat a ante venenatis dapibus posuere velit aliquet. Prior to Veritas, Sean was the Controller at Clearwater Capital Partners, where he was responsible for accounting, financial and regulatory reporting. He began his career as an associate at Mound Cotton Wollan & Greengrass, an insurance defense and commercial litigation firm. in Environmental Studies from Denison University. Prior to McKinsey, he was an Investment Principal at Aureos Capital, an emerging markets focused private equity fund. Previously, she worked at Deloitte as a Senior Tax Consultant in the Hedge Fund Group. Forever 21. Tyler holds a B.S., cum laude, in Applied Economics and Management from Cornell University. There, he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. Clark holds a B.S. Rebecca is an Associate at Peterson Partners. Michael holds a B.S. There, he focused on structuring and executing leveraged buyouts, mergers and acquisitions, and other debt financings. Vineyard Infrastructure (Vineyard) was founded to pioneer NextGen Infrastructure by serving as a strategic partner to developers and operators of NextGen Infrastructure assets, designing scalable business plans, structuring efficient capital solutions and positioning partners for long-term growth. 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