Jake is a Principal at Peterson Partners. Prior to Veritas, Alexander was an investment banking Analyst at Barclays in the Technology Group. Prior to Veritas, Bryant was an Associate at Clayton, Dubilier & Rice, where he focused on investments in industrials and healthcare. 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. Prior to Veritas, Ashton was an Associate at Warburg Pincus, where he focused on investments in business services, industrials, and technology. Erica holds a B.S. Prior to joining Peterson Partners, Krista worked as a Customer Service Associate at Zeel. We have completed more than 100 acquisitions. Prior to Veritas, Connor was an investment banking Associate at Deutsche Bank in the Financial Sponsors Group. Previously, Alex was an Associate at Avista Capital Partners, where he focused primarily on investments in the healthcare sector, after beginning his career at Lehman Brothers in the M&A Investment Banking Group. Alex holds a B.S., magna cum laude, in Accounting and Business Administration from Washington and Lee University and an M.B.A. from Harvard Business School. Prior to joining Peterson Partners, Trent was a strategy consultant at L.E.K. Several of the largest private equity firmslike the Carlyle Group (CG), Kholberg Kravis Roberts (KKR), and the Blackstone Group (BX)are publicly traded. We are always interested in conversations to learn what others are doing in healthcare and to explore partnership opportunities. The Kingdom Impact fund buys controlling interest in Christian run businesses with EBIDTA between $1- 5M. Prior to Veritas, Matt was an Associate at Court Square Capital Partners where he focused primarily on investments in the industrials sector. Mergon is an investment group that exists to create Kingdom impact and equip others to do the same. Prior to Veritas, T.J. was a Partner at Abry Partners, a Boston-based private equity investment firm. Jordan is a Principal at Peterson Partners. Alex holds a B.A.,magna cum laude,in Economics and Spanish from Middlebury College. This caused tremendous competition for few 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. Rohit holds a 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. in Economics from Cornell University and an M.B.A. from the Wharton School at the University of Pennsylvania. Jordan is a Director of Finance at Peterson Partners. Sean has helped several companies resolve IT issues from Network implementation to Compliance and CyberSecurity. and an M.A., awarded simultaneously and with Honors, in Political Science from Yale University. Before Blackstone, Emily was the first business hire at Boom Supersonic, a Y Combinator company focusing on commercializing supersonic travel. His experience includes advising on a variety of M&A transactions in the consumer retail, industrial, financial institutions, and technology industries. Prior to the role in the Financial Sponsor Coverage Group, he worked in the Leveraged Finance and Industrials Investment Banking teams. in Computer Engineering from New York University Tandon School of Engineering (Polytechnic Institute), and an M.B.A from Pace University focused on Information Systems. IPRV has 87 holdings, and, and has performed slightly better than its Their vision is to be recognized as the foremost food and agriculture private investment firm in Africa. Eric is the Chief Financial Officer and Chief Compliance Officer at Peterson Partners. in Accountancy and an M.B.A from Providence College. Jake holds a B.S. in Accounting and an M.S. He began his career as an analyst in credit research and leveraged finance at Goldman Sachs. Emily completed her internships at Tesla Motors, SpaceX, and Boeing during her time at Babson College where she graduated with a B.S. from The George Washington University Elliott School of International Affairs, a J.D. He is also a Certified Public Accountant. in Philosophy from the University of California, Santa Barbara and a J.D. Lewis is an Analyst at Peterson Partners. Jackie holds a B.S. Hugh holds a B.A. Max is a Partner at Peterson Partners. 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). Holly Schippers is an Executive Assistant at Peterson Partners. Prior to Veritas, Nick was an investment banking Analyst at Morgan Stanley in the Global Industrials Group. Founded in the Fall of 2014, LEP manages over $300 million in capital, raised primarily from strategic healthcare partners. Rick holds a B.S. Steve holds a B.S. While at Morgan Stanley, Jordan worked with companies primarily in the transportation and logistics industries on various M&A, debt, and equity transactions. Her experience includes working with companies across the technology industry on a variety of M&A, debt, and equity transactions. Consulting in Los Angeles. After selling Weddington Way to Gap Inc., Ilana joined the executive team at Gap Inc. and was a leader in customer experience and innovation for the company. Meagan Williams Executive Assistant, Meagan Williams Executive Assistant. 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. Rebecca graduated from Brigham Young University with a B.S. 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. Prior toVeritas, Natasha was Head of Investor Relations at the private equity firm Paine Schwartz Partnerswhere she was responsible for investor fundraising, communications, and relations. Previously, he was the Chief Technology Officer at Satmetrix, a leading customer experience management software, services, and data company. All rights reserved. degree in Accounting. He was Paul Ryans personal aide during the 2012 presidential election and began his career working for Mitt Romney in Boston, MA. He began his career as an associate at Mound Cotton Wollan & Greengrass, an insurance defense and commercial litigation firm. in Applied Mathematics from Columbia University. 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. in Commerce from the University of Virginia. Gilliam holds a B.S. Care Hospice is a leading regional hospice provider in the southern and eastern United States. Prior to Veritas, Greg worked as an investment banking Analyst and Associate at Bank of America Merrill Lynch in the Financial Institutions Group. Prior to that, he was a principal and funds counsel at KKR, where he advised on product offerings in private equity, real assets, credit and hedge funds. degree in Finance. in Psychology with a minor in Business Administration from Marymount Manhattan College. Prior toVeritas, Ted was an Associate at Summit Partners, a Boston-based private equity investment firmwhere he focused on investments in the financial services, technology and business services 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. Michael holds a B.S. 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. WebAmbassador Development Group (ADG) is a faith-based private equity firm. 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. Garden City desires to bring that Garden back into our City to ensure workers can actualize their God-given potential and have a purpose. There, he worked on credit and equity investments with a focus in distressed and special situations as well as venture backed technology companies. Laura holds a B.A. Prior to Veritas, Bahaa was a Principal at American Securities where he focused on investments in healthcare and industrials. He began his career in investment banking in the Global Industrial and Technology group at Merrill Lynch. Brett received an MBA and B.A. Prior to Veritas, Laura was an Associate at Evercore in the Private Capital Advisory Group, focused on GP and LP secondary transactions. Copyright 2023 Peterson Partners. 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. She is also a Certified Public Accountant. Their mission is to build the most caring & innovative service companies. Johnny holds a B.A. Previously, he was an investment banking Analyst at Morgan Stanley in the Industrials and Financial Sponsors Groups. Individual companies and organizations are the core of Christian impact investing. At PwC he provided audit services to publicly traded manufacturing and mining clients and was a member of the audit team on Peterson Partners. 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. He is also aCertified Public Accountant. Carolyn built out their Board Xcelerate program, which placed diverse candidates onto pre-IPO corporate boards. Prior to joining Peterson Partners, Brett was the CEO of Marucci Sports, a sporting goods brand and manufacturer. Ibu holds a B.S., cum laude, in Finance from Georgetown University and an M.B.A. from Harvard Business School. Web90%. Prior to joining Veritas, Derek worked in compliance at CVC supporting their credit platform. in Commerce from the University of Virginia. Prior to Veritas, Carolyn was an investment banking Analyst at Bank of America Securities in the M&A Group. The company generates attractive investment returns for its fund investors through a patient and disciplined investment Founded: 1976 She is also aCertified Public Accountant. Veritas Capital Fund Management, L.L.C. Meagan received a B.S. 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. Meagan is an Executive Assistant at Peterson Partners. Leveraging technology to make a positive impact across vitally important areas, such as healthcare, education, and national security, is core to Veritas. We are proud stewards of national assets, helping to improve the quality of healthcare while reducing cost, advance our educational system, and protect our nation and allies. an enterprise charity is a non-profit that generates revenue to fund operations and, Sydnee is an Executive Assistant at Peterson Partners. Kathleen holds a B.S. Nathan is an Associate at Peterson Partners. 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. Krista received a B.S. For additional information concerning Veritas Capital, please review Veritas Capital Fund Management, L.L.C.s Form ADV Part 1 and Part 2A. in Finance from Texas Christian University. WebComvest Partners, based in West Palm Beach, Florida, is a private investment firm providing equity and debt to middle-market companies across the U.S. Prior to joining Peterson Partners, Spencer was a Manager in the Transaction Services group of PricewaterhouseCoopers in New York City. Prior to BC Partners, she was Chief Administrative Officer and Head of Human Capital at Navab Capital Partners. from Brigham Young University. 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. Rohit began his career as an Investment Banking Analyst at Morgan Stanley in the Natural Resources Group. Prior toVeritas, Matt was a Vice President at TPG Capital where he focused primarily on investments in business services, industrials, and energy. He is also aCertified Public Accountant. Prior to Veritas, Do was the Director of IT at HQ Capital International (f/k/a Auda Alternative Investments), a global private equity firm, where he headed IT and spearheaded global initiatives. Mr. Ashiru holds a B.A., (magna cum laude) from Franklin & Marshall College, and a J.D. Julius holds a B.A. in Accounting and Finance from Georgetown University. There, he focused on structuring and executing leveraged buyouts, mergers, and acquisitions as well as equity capital offerings across a variety of industries. He began his career as an analyst in the Private Credit and Capital Markets group at Kohlberg Kravis Roberts & Co. Rohun holds a B.S. He led the strategic repositioning, transformation, and dramatic growth of Alion leading to the successful exit of the business in 2021. Veritas Capital is a private investment firm with over two decades of experience. Previously, he was an investment banking Analyst at Barclays in the Consumer Retail Group. 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. in Finance. 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