Mr. Musallam began his career at J.P. Morgan in the Structured Finance Division. in electrical engineering from the University of Massachusetts and has completed executive management programs at the Anderson School of Executive Management, University of California, Los Angeles and at the Thunderbird School of Global Management, Arizona State University. Prior to joining Peterson Partners, Nathan was a strategy consultant at L.E.K. 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. Their vision is to be recognized as the foremost food and agriculture private investment firm in Africa. Christian Behrends is a senior vice president in McKinseys Dsseldorf office, Michael Lange and Lukas Schfer are partners in the Frankfurt office, and Annika His experience includes working primarily with software and semiconductor companies on various M&A, debt, and equity transactions. Prior to joining Peterson Partners, Enrico was an Investment Banking associate in the West Region Advisory group of Goldman Sachs in Los Angeles. There, he focused on structuring and executing leveraged buyouts, mergers, and acquisitions as well as equity capital offerings across a variety of industries. from Tufts University. in Business Administration and an M.S. Jamie holds a B.S. There, he focused on growth equity investments in financial technology and financial services. in Finance from Brigham Young University, where he was a Hawes Scholar. 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 Prior to joining Peterson Partners, Paul was on the faculty of the Harvard Business School, where he taught courses focusing on the Management of Human Capital. Emily is an Associate at Peterson Ventures. The firm operates profitable, operationally efficient, Kingdom Class companies that radically impact the lives of those they serve. Andrew is an Associate at Peterson Partners. His experience includes working on a variety of private equity due diligences, growth strategy studies, and transaction advisory services. We have completed more than 100 acquisitions. in Accounting from University of Delaware. Prior to Veritas, Roshanwas an Investment Professional at BlueMountain Capital, where he executed buyout investments in healthcare and healthcare IT. Previously, she worked at Ernst & Young as an Acting Manager in the Financial Services Assurance practice. in Accounting and Finance from Georgetown University. Prior to joining Peterson Partners, Jordan was a Senior Associate at PricewaterhouseCoopers in Salt Lake City, UT. Krista is the Receptionist at Peterson Partners. 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. Prior to PointState, he worked at Duquesne Capital Management where he focused on investments in the financial and business services industries. Fusce dapibus, tellus ac cursus commodo, tortor mauris condimentum nibh, ut fermentum massa justo sit amet risus. from Gettysburg College, and a J.D. 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). Prior to joining Peterson Partners, Sean was the Network Administrator at a power company and the Director of Technical Operations for an IT Managed Service Provider in Salt Lake City. Julius holds a B.A. Chief Executive Officer & Managing Partner, General Counsel & Chief Compliance Officer. document.write(new Date().getFullYear()); Veritas Capital Fund Management, L.L.C. At Abry, he focused oninvestments in the healthcare, technology, and tech-enabled services industries. in Finance from the Georgia Institute of Technology. Prior toVeritas, Alex was an investment banking Analyst at Bank of America Merrill Lynch in the Leveraged Finance Group. Previously, Dejan was an Associate at Veritas after beginning his career as an investment banking Analyst at UBS in the Mergers & Acquisitions Group. Prior to Veritas, Gilliam was a Manager at PwC, where he was responsible for managing, coordinating, and developing audit approaches for private equity, hedge, and venture capital clients. Garden City invests long-term, permanent capital with no intention of selling. Rebecca began her career with JPMorgan Chase on the internal consulting team. Ilana is a Partner at Peterson Ventures. We have curated a list of the top Minneapolis Private Equity Firms. in Finance and Accounting from Georgetown University. in Finance from the Marriott School of Business and a minor in Computer Science from the College of Physical and Mathematical Sciences. Prior to Veritas, Carolyn was an investment banking Analyst at Bank of America Securities in the M&A Group. Prior to Veritas, Nick was an investment banking Analyst at Morgan Stanley in the Global Industrials Group. $145M. At PwC he provided audit services to publicly traded manufacturing and mining clients and was a member of the audit team on Peterson Partners. Carolyn holds a B.S. 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. from Columbia University and a J.D. in Journalism with a Public Relations emphasis from Utah State University. Prior to joining Peterson Partners, Kate worked as Financial Sponsor Coverage Officer at Ziegler, a specialty investment bank. Erin is the Associate Counsel at Peterson Partners. Previously, he was an investment banking Analyst at J.P. Morgan. is a registered investment adviser. 2023 Leavitt Equity Partners Site by inHuis Creative, Leavitt Equity Partners299 South Main StreetSuite 2350Salt Lake City, UT 84111. Shalyce received a B.S. Jason holds an M.B.A. from Hofstra University and a B.B.A. Erica began her career as an Investment Banking Analyst at the Blackstone Group. He also served as Chairman of the Board at JetBlue Airways for 12 years (2008-2020). Prior to The Raine Group, he was the Controller of South Dakota Trust Company after working as an Audit Senior Manager at Deloitte where he served global financial services firms and worked on various transactions including M&A, IPOs, spin-offs and reorganizations. Prior to Veritas, Yewande was an investment banking Analyst at Morgan Stanley in the Leveraged Finance Group. 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 Carolyn built out their Board Xcelerate program, which placed diverse candidates onto pre-IPO corporate boards. Trent is an Analyst at Peterson Partners. Prior to Veritas, Bahaa was a Principal at American Securities where he focused on investments in healthcare and industrials. He is also a Chartered Financial Analyst. from Brooklyn Law School. in Economics and Asian Studies from Dartmouth College and an M.B.A. with a concentration in Healthcare Management from The Wharton School. in Applied Mathematics from Columbia University. from The Wharton School at the University of Pennsylvania and an M.B.A. from Harvard Business School. Andrew graduated magna cum laude from the University of Utah with a B.S. Prior to Veritas, Erica was a Vice President at Arlington Capital Partners where she focused on investments in the aerospace, defense, and healthcare industries. from Babson College. There, she focused on structuring and executing leveraged buyouts, dividend recapitalizations and other debt financings. Prior to Benefit Street Partners, she was the global head of facilities and administration at Viking Global Investors. Prior to Abry, he worked at Audax Group and Goldman Sachs after beginning his career at McKinsey & Company. Gilliam holds a B.S. from Texas A&M University. The firm operates profitable, operationally efficient, Kingdom Class companies that radically impact the lives of those they serve. Previously, Ian was part of BlackRocks Financial Planning and Analysis function and supported the firms alternative investment platform. Investor Type: Hedge Fund, Private Equity Firm, Venture Capital. in Economics from Georgetown University. Sahel Capital has depth of experience across a broad range of crop and livestock value chains; integrated processing operations; branded packaged foods; and related services. 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. 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. Leavitt Equity Partners (LEP) is a value-add, healthcare focused private equity firm. 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. Today, Comvest Partners funds have over $3.6 billion of assets under management. Rushil holds a B.A. Prior to joining Peterson Partners, Dan was an Associate in the Transaction Services group of PricewaterhouseCoopers in New York. He is also a Certified Public Accountant. Ian holds a B.S. The website is intended to be an opportunity to exchange ideas for educational purposes. Identified as an Accelerator by WSJ, 40 under 40 by SF Business Times, Ilana approaches brand building with unwavering focus and industry-changing boldness. 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. 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. He is also aCertified Public Accountant. The company generates attractive investment returns for its fund investors through a patient and disciplined investment Founded: 1976 in Information Systems from Monroe College. Kate holds a B.A. in Chemical Engineering at Western University. Previously, he was a Data Center Server Specialist at HF Management Services. 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, 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. (cum laude) from Tufts University, and a J.D. Faith Driven Movements brings together leaders from around the world that seek to make a financial, social, environmental and spiritual impact through their business ventures. Photo: derivativeofcourse / Flickr / CC BY-NC-ND 2.0. 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. He is also a Certified Public Accountant. Many PE firms raised $100MM or more and thus were looking for franchisors with $5MM in EBITDA or greater, which created a strong market for the top 5% to 10% of franchise brands. Because Blackstone is a public company, you can buy shares on the New York Stock Exchange under ticker BX. Previously, he was an investment banking analyst at Barclays in the Chemicals Group, focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. Prior to Carlyle, he worked at Broad Sky Partners where he focused on investments in the media and business services industries. Emily completed her internships at Tesla Motors, SpaceX, and Boeing during her time at Babson College where she graduated with a B.S. There, he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. in Economics from Brown University. 1 It raised $58.3 billion over the Jordan is a Principal at Peterson Partners. Previously, heworked at Goldman Sachs in the Technology, Media, and Telecommunications Group within the Investment Banking Division. Prior to BC Partners, she was Chief Administrative Officer and Head of Human Capital at Navab Capital Partners. Prior toVeritas, Alex was a Senior Associate at The Carlyle Group in the firms Global Partners Fund. from Frostburg State University, where he majored in Political Science and Legal Studies. Prior to Veritas, Michael was an Intern Project Manager for a non-profit called Resilient Utilities Now. Before Blackstone, Emily was the first business hire at Boom Supersonic, a Y Combinator company focusing on commercializing supersonic travel. This way renewable energy is getting the attention it deserves and investors are seeing a return on their money. Prior to Blue Matador, Taylor worked in partnership and sales strategy roles at Google and marketing and finance roles at American Express. 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. Prior to Veritas, Megan was an investment banking Analyst at Credit Suisse in the Financial Sponsors Group. in Economics from Vanderbilt University and an M.B.A. from the Kellogg School of Management at Northwestern University. Ben is a Partner at Peterson Ventures. 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. Rick holds a B.S. Zing Health provides managed care Medicare Advantage plans that address social determinants of health. She is also a Certified Public Accountant. Eric is a Certified Public Accountant; he holds a B.S. 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. There, he focused on structuring and executing mergers and acquisitions as well as debt and equity capital offerings. 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. in Finance from Texas Christian University. 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. There, he focused on administrative work in the leveraged loan market including bank debt par loans, distressed loans, real estate loans and other credit investment vehicles. Prior to joining Peterson Ventures, Ben was the first employee hired at an enterprise tech startup based in Northern Virginia where he was the product and business manager. The current Cephas team is growing Cephas Partners into a multifaceted investment platform with an eternal worldview. Bhavna holds a B.A. Previously, he worked in high yield sales at Lehman Brothers and syndicated finance at Chase Manhattan Bank. Investment Stage: Early Stage Venture, Late Stage Venture, Post-Ipo, Private Equity, Seed, Venture. 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. Forever 21. Prior to Veritas, Steve served as the Chairman, President, and CEO of Alion Science & Technology, which he joined in 2017. Natasha holds a B.A., magna cum laude, from Amherst College and an M.B.A from Columbia Business School. At 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, and industrial sectors. CJ graduated from the University of Utah with a B.S. Prior to joining Peterson Partners, Brett was the CEO of Marucci Sports, a sporting goods brand and manufacturer. in Information Systems from The City University of New York. Michael holds a B.S. in Accounting from Sacred Heart University. The Company serves patients from its 25+ locations in 8 states. 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 Prior to Veritas, Harrison was a Vice President at Morgan Stanley Capital Partners where he focused primarily on investments in business services and industrials. Garden City desires to bring that Garden back into our City to ensure workers can actualize their God-given potential and have a purpose. Laura holds a B.A. Sean holds a B.S. in Biomedical Engineering from The City College of New York. Prior to joining Peterson Partners, Eric was an Audit Manager with PricewaterhouseCoopers in Boston and Salt Lake City. Prior to Veritas, Welles worked as an investment banking Analyst at Bank of America in the Healthcare Group. While at Morgan Stanley, Jordan worked with companies primarily in the transportation and logistics industries on various M&A, debt, and equity transactions. 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. Prior to joining Ziegler, Kate served as a Senior Associate at Lumere. 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. in Economics from Princeton University. Ashish holds a dual-B.A. in Accounting from The City University of New York. Chief Financial Officer & Chief Compliance Officer. Greg holds a B.S., with distinction, in Policy Analysis and Management from Cornell University. Var holds an M.S. Cephas was originally formed to assist affiliates of the Blackstone Group in managing complex assets in three different continents. Var has over 20 years experience across product, engineering, operations and general management of enterprise and consumer software products and services, accelerating revenue and profitability for companies from early-stage startups to public companies, including E2open, and Oracle. Are there Christian venture capitalist who desire to seek both earthly and spiritual returns? A search for "christian venture capitalist" brought only one 'venture capitalist' organization, Kingom Ventures, that "is a philanthropic venture capital firm focused on supporting emerging Christian ministries around the world." Prior to rejoining Veritas, Dejan was a Vice President at Angel Island Capital where he focused on credit investments in the industrials sector including aerospace, defense and government services. from the University of Pennsylvania Law School, and an M.B.A. from The Wharton School at the University of Pennsylvania. 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. in Economics from Duke University. Welles holds a B.S. in Business Administration, with highest distinction, from the University of North Carolina at Chapel Hill. 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. At PwC, Eric provided audit services to asset management clients, including: private equity funds, hedge funds, and endowments. Aliceholds a B.S., summa cum laude,in Finance from New York University and an M.B.A., with Distinction, from Harvard Business School. He is also a Certified Public Accountant. Jake is a Principal at Peterson Partners. from Cornell Law School. Jake received an MBA from the Georgetown McDonough School of Business and a B.S. 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, in Accounting from Ithaca College. Nathan graduated summa cum laude from Brigham Young University with a B.S. He spent the previous 12 years as a two-time Veritas portfolio company CEO at Vangent, whichwas sold to General Dynamics, and at Vencore, which underwent acquisition-driven transformation and an IPO into Perspecta. in History from Cornell University. in Business Administration from Christopher Newport University and a Master of Accounting from The College of William and Mary. Prior to Veritas, T.J. was a Partner at Abry Partners, a Boston-based private equity investment firm. 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. in Aerospace Engineering with Honors from the University of Texas at Austin. In this role, Emily was responsible for ensuring operational and commercial synergies across the entire portfolio. Garden back into our City to ensure workers can actualize their God-given potential and have a purpose as... 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