The Power of Teamwork. Our cohesive team offers decades of valuable investment experience that, together with outstanding management teams and shareholders, help drive great results. Tom also led and managed multiple acquisition integration and divestiture separation processes. Book a Meeting. If you have an opportunity or idea you would like to discuss with one of our investment professionals, please do not hesitate to call or email. Andrew Slimmon, lead portfolio manager of the Applied Equity Advisors suite of funds and strategies shares his TAKE -- Takeaways & Key Expectations on the financial markets. The team at Roth is intensely focused on helping growth companies and investors succeed through our full range of expert financial advisory services. Apex is highly regarded for its technical expertise, rapid response, operational integrity, and exceptional client satisfaction. Breitenfeld manufactures high-specification specialty steel for forging-related products. C-III Capital Partners LLC Bio. Includes legacy energy investments executed by the investment team prior to 2015. Investors could lose all or a substantial amount of their investment. Includes legacy energy investments executed by the investment team prior to 2015. All Rights Reserved. We have in-house operating and development expertise, as well as team members with experience in joint-venture structuring and complex transactions. Cadence Education, headquartered in Scottsdale, AZ, is one of the United States leading providers of early childhood education, focusing on the care and curriculum-based education of children between the ages of six weeks and twelve years old. It operates primarily under the ResourceMFG, ProLogistix and ProDrivers brands, providing skilled personnel for specialty manufacturing, warehousing/logistics and transportation companies. USHC uses its unique, data-driven strategic and consultative approach to help pharmaceutical clients meet the information needs of healthcare providers. Prior to joining DCP full-time in 2022, Marco was a Summer Analyst with the firm. Rahul joined ECP at its founding in 2005. Creative Circle is a staffing agency representing advertising, creative, marketing, visual communication and digital/interactive professionals. However you may visit Cookie Settings to provide a controlled consent. Gil has over 30 years experience as an attorney practicing in the energy and renewables sectors. If he werent working at DCP, Marco would be eating his way around the world. fitness, auto maintenance, restaurants, etc. Prior to joining SER, Nick was an investment banking analyst at Citigroup, where he worked across renewables, power generation, energy, and industrials sectors. Mobile: 519.567.2735. WebSimmons Capital Partners General Information. If he werent at DCP, Tom would be guiding fly fishing trips in Montana. Prior to joining DCP, Midhat was Partner, Investor Relations at ACON Investments where she led the firms investor relations, marketing and public relations. WebRoute 2 Capital Partners is hiring a Senior Investment Analyst to evaluate new investment opportunities and monitor existing portfolio investments. It provides outsourced human resource services including payroll and tax administration, employee benefits, compliance assistance, training and development, and risk management to small- and mid-sized businesses. It owns and operates producing CO2 enhanced oil recovery fields in Terry and Gaines counties, Texas. Suffoletto joins the firm as a partner and managing director, Griffin joins as a vice president and Hovey joins as senior associate. Krish has a degree in Finance and Management Information Systems from Binghamton University. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction. Leveraging Morgan Stanley Resources - Subject to third party confidentiality agreement obligations and information barriers established by Morgan Stanley to manage potential conflicts of interest and applicable allocation policies. Silda Wall Spitzer is an Advisor to SER, businesswoman, lawyer, and former First Lady of New York State. Tecum is a Pittsburgh, PA private equity firm that has invested nearly $1B in the middle market across the US. Privacy & Cookies The cookie is used to store the user consent for the cookies in the category "Analytics". Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired RowCal. Since founding Duke Energys independent power unit in 1988, Rhems career has been devoted to pushing to the next frontier of investment opportunities as deregulation, technology development, environmental drivers, and decentralization have impacted the sector. We havea long history of taking a hands-on approach to managing our portfolio companies. We have the experience and cohesiveness to Andy Huong. Prior to joining DCP, Tom was Senior Vice President of Corporate Development for Millennial Media (NASDAQ:MM), where he led the successful acquisition of multiple companies in the Mobile Advertising market. President C-III Capital Partners LLC Bio ; George E. Carleton. In his current role, Marc is responsible for all existing and prospective Limited Partner relationships in Europe, Middle East, and Asia. This cookie is set by GDPR Cookie Consent plugin. We pursue opportunities with exceptional management teams where we can maximize prospects, partnership and profit to achieve the next level of growth and value. If he werent working at DCP, Ian would be a ski instructor in Colorado. But opting out of some of these cookies may have an effect on your browsing experience. Team: Nativo staffers at the companys El Segundo offices. Prior to joining DCP full-time in 2022, Andy was a Summer Analyst with the firm in 2021 and had previous experience in lower middle-market real estate private equity. It delivers talent to top advertising agencies and marketing firms as well as to the marketing and communications departments of industry-leading companies. Other third parties or investors may disagree with the award given to Morgan Stanley. with distinction in Finance and Real Estate in 2018 from Emory Universitys Goizueta Business School, where he competed for four years and served as Captain of its NCAA Division III varsity baseball team. WebTeam Capital Partners focuses on helping leaders orchestrate business impact and create a culture of high-performance teams. Principal . Diversification does not protect you against a loss in a particular market; however it allows you to spread that risk across various asset classes. Marty is also a CFA Charterholder and member of the CFA Institute. WebTeam Our Professionals. WebRobert Graf. AJ Lotsis is a Senior Analyst at District Capital Partners. David D. Buttolph In this role, Nick is responsible for portfolio management and investment origination, execution, and due diligence. Founded in 1975 and headquartered in Dallas, TX, Emler operates 41 locations across 8 states and provides the essential, lifesaving service of teaching children how to swim. Scott is a Senior Advisor to SER, a private investor, and the Independent Chairman of the Board of Vistra Energy. Representative clients included Waterfall Asset Management and Next Edge Capital. May 1, 2023. You also have the option to opt-out of these cookies. WebJulien Creuz is an Equity Partner at BlackFin Capital Partners, in charge of the Venture team. Cara Toolin2023-04-18T12:32:11-07:00April 18, 2023|, Cara Toolin2023-04-14T12:58:46-07:00April 13, 2023|, Cara Toolin2023-03-01T08:49:32-08:00March 1, 2023|. Educate 360 is a family of specialized brandsthat share a common mission: to help individuals and organizations gain the skills needed to thrive in todays technology-led and innovation-driven economy. In no event shall we be responsible for the information contained on the site or your use of such site. WebTeam | Brookside Capital Partners Together from the Beginning At Brookside, partnership, collaboration, and shared values are what define us. The trademarks and service marks above are the property of their respective owners. Prior to joining DCP full-time in 2021, Thomas was a Summer Analyst with the firm. WebTeam and portfolio information may change from time to time. Zenith is one of the U.K.'s largest independent fleet management and vehicle outsourcing businesses. Midhat has a degree in Economics from The College of William & Mary. Working with SER since 2019, Christopher serves as Partner and CFO. Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. WebWerner von Guionneau. When not at DCP, Caitlin enjoys traveling with her family, sailing on the Chesapeake Bay, and chasing her toddler around all of the DC parks and playgrounds. Sara received a B.A. WebSt. In this role, Sara is responsible for investment origination and execution and portfolio management. Cloud Capital is a Los Angeles-based private investment firm founded in 2001 to provide growth capital to U.S. lower middle-market companies. WebTeam Capital Partners focuses on helping leaders orchestrate business impact and create a culture of high-performance teams. WebOur Team - Andy - Forthright Capital Partners OUR DEDICATED TEAM Andy Huong Investment Advisor (408) 821-5722 ahuong@forthrightcps.com Book a Meeting Andy Huong is an accomplished financial services professional with over two Filip Guz. These cookies ensure basic functionalities and security features of the website, anonymously. Rhem received a B.S. Cloud Capital is a Los Angeles-based private investment firm founded in 2001 to provide growth capital to U.S. lower middle-market companies. When not at DCP, Dong-Woo enjoys playing tennis and chess. WebAlign Capital Partners is a growth-oriented private equity firm that partners with business owners and management teams to create shared success. Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America. When not at DCP, Thomas enjoys exploring DC on morning runs, skiing the Green Mountains, and taking trips to Philly to visit his sister. The services described on this website may not be available in all jurisdictions or to all persons. We are providing these hyperlinks to you only as a convenience and the inclusion of any hyperlink is not and does not imply any endorsement, approval, investigation, verification or monitoring by us of any information contained in any hyperlinked site. The information on this website has not been authorized, sponsored, or otherwise approved by such owners. McKechnie sells its products through multiple channels including OEMs, distributors and the aftermarket. When not at DCP, Krish enjoys staying active through strength training and pick-up basketball. WebSpecialties: Mortgage Capital Partners is the destination for unique and personalized loan solutions in California. Paul is a senior finance executive who has worked mainly with freight and logistics businesses in driving execution through strategy and building scale. SER looks to ensure its portfolio companies are well-situated to thrive for decades to come. BRIGHTSTAR IN THE NEWS. Prior to FBR, Midhat was an Analyst in Citigroups Technology Investment Banking Group. They are supported by an experienced and committed team, along with noted healthcare industry experts. Tom Manning is a Senior Analyst at District Capital Partners. Our cohesive team offers decades of valuable investment experience that, together with outstanding management teams and shareholders, help drive great results. If he werent working at DCP, Justin would be a professional food critic. No investment should be made without proper consideration of the risks and advice from your tax, accounting, legal or other advisors as you deem appropriate. WebMCCPs team has over 250 years of collective underwriting and investment management experience and has provided in excess of $500 billion of capital for companies across industries. Rahul is responsible for overall firm strategy, investment origination and The cookie is used to store the user consent for the cookies in the category "Performance". In engaging in these activities, the interest of Morgan Stanley may conflict with the interests of clients. Tom has a degree in Accounting from Clarion University of Pennsylvania and a certificate in Executive Management from George Washington University. Investments. When not at DCP, Milo enjoys spending time chasing (or getting chased by) his toddler, golfing, hiking, and cooking on the grill. If he werent at DCP, Geoff would be an astronomer at the Keck Observatory in Hawaii. Prior to joining DCP, Geoff was an independent Investment Professional and Consultant, where he provided his private equity clients with investment evaluation, due diligence, deal execution, and portfolio management services. Juliana Anderson. In addition, Tom co-led a company-wide divestiture program which resulted in the sale of 10 operating units, including the divestiture of the Verisign Security Services business to Symantec. VP Assistant General Counsel. Investment funds managed by MSCP (MSCP), the middle-market focused private equity team at MSIM, have entered into an agreement to sell Ovation Fertility (Ovation) to US Fertility (USF). 13 The information presented herein is solely for informational and educational purposes only. Learning Care Group is a provider of childcare services to children between the ages of six weeks and 12 years. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. A comprehensive assessment of noteworthy trends shaping the global investment risk environment and our portfolio allocations. When not at DCP, Geoff enjoys spending time with his wife and Bernese Mountain Dog, playing squash, golfing, and cooking barbeque feasts. It operates in four core categories: quick service restaurants; casual dining; coffee, dessert, and bars; and healthier alternatives. Prior to joining SER, Victor was an Associate at Oaktree Capital Management and I Squared Capital where he was involved in all areas of the firms investment activities. By clicking on any links shown here, you agree that you are navigating to a third party site. There is no guarantee that the investment mentioned resulted in positive performance (for realized holdings), or will perform well in the future (for current holdings). Jay has a degree in Economics and Computer Science from Washington and Lee University, where he was a Johnson Scholar. CJ Arena is an Analyst at District Capital Partners. When not at DCP, Justin enjoys fishing, exercising, traveling, and supporting Chicago sports teams. Tops operates as an independent, locally owned organization and considers their stores to have a "neighborhood grocer" feel. We are nationally recognized leaders in commercial finance. Prior to joining DCP in 2021, AJ was a Summer Private Equity Analyst at Seminal Capital Partners, covering lower middle-market cloud-based software companies. document.write(new Date().getFullYear()); MorganStanley.All rights reserved. WebBrightstar Capital Partners 650 Fifth Avenue, 29th Floor New York, NY 10019 212-430-2500 Brightstar Capital Partners | All Rights Reserved | Website by PushDMG COMPANY About Approach Portfolio Responsibility News USEFUL LINKS Investor Login Privacy Notice Disclaimer HEADQUARTERS Brightstar Capital Partners 650 Fifth AJ has both his Bachelors and Masters degree in Finance from Georgetown University, where he was also a captain of the Varsity Baseball team. Morgan Stanley Distribution, Inc. Matt Sgro is an Associate at District Capital Partners. Alternative investments typically have higher fees and expenses than other investment vehicles, and such fees and expenses will lower returns achieved by investors. Our Operating Partners, former chief executives and business leaders, are members of the Investment Team and are fully engaged in the due diligence and investment decision-making process, as well as in the oversight of each portfolio company. 14. If he werent working at DCP, Thomas would be working to restore classic cars. Rhem joined SER in 2019 and serves as a Partner. Alternative investments are suitable only for long-term investors willing to forego liquidity and put capital at risk for an indefinite period of time. Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer of the Global Balanced Risk Control (GBaR) Team, shares his macro thematic views on key market drivers. WebFlare Capital Partners is a team of proven healthcare technology investors with deep industry domain knowledge and venture capital experience alongside accomplished All energy, oil and gas, and Milo has an MBA from Georgetown Universitys McDonough School of Business and a degree in Finance from Tulane University. Hojeij Branded Foods is a leading operator of airport restaurants throughout the U.S. that specializes in franchised, proven restaurant concepts across a portfolio of established brands. This cookie is set by GDPR Cookie Consent plugin. Simmons Capital Partners is a lender. Rachel McMillin is a Director at District Capital Partners. Prior, Geoff was an Investment Banker at Houlihan Lokey, where he advised financial institution and financial technology clients on M&A, capital raising, and restructuring transactions. Eric is an Associate at Gallant We have amongst the deepest relationships across sustainable industrial, environmental, and renewable sectors. Milo McCausland is a Vice President at District Capital Partners. OUR DEDICATED TEAM. Geoff graduated Magna Cum Laude from Virginia Tech with a degree in Finance. The closely held businesses in which Brightstar invests represent powerful engines of the economy and compelling opportunities for investors. If he werent at DCP, Marty would be unsuccessfully attempting to climb Annapurna. The Company services customers through manufacturing facilities across the U.S. and Puerto Rico, ensuring coast-to-coast coverage. Chris also has experience growing a clean energy business at EMI, principal investing at Bank of America Merrill Lynch, hedging commodity risk at Constellation Energy Commodities Group, and managing an alternative energy portfolio at Enron Corporation. 105. When not at DCP, Matt enjoys playing pick-up basketball, skiing, spending time in Lewes, D.E. Steve is an Advisor to SER and was formerly a Managing Director at Energy Capital Partners, where he was focused on investments in the renewable and environmental services sectors and worked closely with SER team members. Advertising technology platform Nativo has secured as much as $25 million in structured Headquartered in Jacksonville, FL, Nivel is the leading manufacturer and supplier of branded aftermarket parts for personal transportation vehicles, utility terrain vehicles and heavy-duty equipment. It owns a portfolio of general and specialty veterinary hospitals, and together with its veterinarians and staff, is dedicated to providing the highest and most ethical standard of patient care.