Harbor Capital Advisors
has named Kristof Gleich
as president. His appointment becomes effective November 12, 2018. Gleich joins the firm from J.P. Morgan Wealth Management
where he was most recently the global head of manager selection.
Chicago, IL, October 4, 2018 – Harbor Capital Advisors, the investment adviser to the Harbor Funds family of no-load, actively managed mutual funds, today named Kristof Gleich as President. Mr. Gleich’s appointment becomes effective November 12, 2018. Mr. Gleich will report to Harbor Capital Advisors’ Chief Executive Officer Charles McCain, who had previously held the role of President. Mr. Gleich will be based in Harbor Capital Advisors’ Chicago headquarters.
Mr. Gleich joins Harbor Capital Advisors from J.P. Morgan Wealth Management, where he was most recently the Global Head of Manager Selection. In his previous role, Mr. Gleich was responsible for the team charged with selecting a broad array of investment
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Harvest Volatility Management
has named Peter Montgomery
as an executive director. Previously, Montgomery was a senior vice president in the client solutions group at Capital Network.
NEW YORK, October 4, 2018 – Harvest Volatility Management (“Harvest”), one of the world’s leading derivative asset management firms, today announced Peter Montgomery has joined the firm as an Executive Director. Based in San Francisco, Mr. Montgomery is responsible for strengthening Harvest’s West Coast marketing and sales efforts.
Rick Selvala, Harvest’s Chief Executive Officer, said, “We are thrilled to welcome Peter to the team, as we look to strengthen relationships on the West Coast and expand the solutions we provide clients.”
Prior to joining Harvest Volatility Management, Mr. Montgomery was a Senior Vice President in the Client Solutions group at iCapital Network, where he focused on the independent wealth advisory community in the Western United States. He spent the previous 10
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New Enterprise Associates Inc
has promoted Paul Walker
to general partner. Previously, he worked at MPM Capital.
MENLO PARK, Calif., Oct. 4, 2018 /PRNewswire/ — New Enterprise Associates, Inc. (NEA) today announced the promotion of Paul Walker, a healthcare investor focused on the biopharmaceutical sector, to General Partner. Since joining NEA in 2008, Mr. Walker has played an integral role in the firm’s later-stage and public healthcare investing practices and established a successful track record of partnering with companies to accelerate growth and drive performance in the public markets.
“Paul’s experience in the public markets and his ability to uncover promising drug development opportunities and talented management teams has been instrumental to the performance of NEA’s healthcare portfolio over the past decade,” said David Mott, General Partner and head of healthcare investing at NEA. “We are thrilled to acknowledge Paul’s contributions to NEA’s healthcare investment practice with
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, a Z Capital
affiliate, has named Randy Sharpe
as CEO and Ned Algeo
as chief financial officer. Previously, Sharpe was senior vice president of operations at Romano’s Macaroni Grill
while Algeo was senior director of finance and interim CFO of Real Mex Restaurants.
NEW YORK, October 1, 2018 – FM Restaurants HoldCo, LLC (“FM Restaurants”), an affiliate of Z Capital Group, LLC (“Z Capital”), a leading alternative asset manager of opportunistic, value-oriented private equity and credit funds, today announced the appointments of Randy Sharpe as Chief Executive Officer and Ned Algeo as Chief Financial Officer.
With nearly two decades of regional and national management experience at a variety of multi-concept restaurant chains, Mr. Sharpe brings deep operational expertise to FM Restaurants. Most recently, he served as Senior Vice President of Operations at Romano’s Macaroni Grill, a casual dining chain specializing in Italian cuisine, where
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has named Darryl Smith
as president of global portfolio operations. The appointment is effective immediately. Smith will be based in the firm’s new Dallas office. Prior to joining Skyview, Smith was a managing partner at CrimStone Partners.
LOS ANGELES, Oct. 3, 2018 /PRNewswire/ — Skyview Capital, LLC (www.skyviewcapital.com) has named Darryl Smith as President of Global Portfolio Operations, effective immediately.
Based in Skyview Capital’s newly-established Dallas office, Smith will oversee operations on behalf of Skyview’s portfolio companies, as well as due diligence, deal support, new acquisition transitions and portfolio strategy, and company performance improvement. In addition, Smith will serve as a member of Skyview Capital’s Investment Committee where he will provide input on pending deals and final decisions regarding the firm’s investments.
Smith joins Los Angeles-based Skyview Capital with a distinguished career as a private equity investor and operating professional. Prior to his Skyview
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Cresset Family Office
has added Jill Shipley
and Vimala Snow
to its team. Shipley, who is based in Palm Beach, Florida, will lead family culture, impact and governance while the Denver-based Snow will serve as managing director of wealth strategy for the Mountain region. Cressset Family Office was launched by Cresset Capital Management
CHICAGO–(BUSINESS WIRE)–Cresset Family Office has announced the addition of Jill Shipley and Vimala Snow to its growing team of experienced wealth management talent who are building an industry-leading multi-family office. Cresset Capital Management, founded by private equity entrepreneurs Eric Becker and Avy Stein, announced plans to launch Cresset Family Office in June to build upon the independent wealth management platform provided by Cresset Wealth Advisors.
With nearly 20 years’ experience working with ultra-high-net-worth families and family enterprises to achieve multigenerational wealth sustainability and the successful impact of wealth, Shipley joins Cresset
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said Oct. 3 that its founder Bob Parsons
is resigning from its board effective Oct. 5. Parsons is devoting his full-time efforts to businesses he created under Yam WorldWide Umbrella
and Silver Lake
acquired GoDaddy in 2011 in a deal valued at $2.25 billion. GoDaddy, a website registration and hosting service, went public in 2015.
SCOTTSDALE, Ariz., Oct. 3, 2018 /PRNewswire/ — GoDaddy Inc. (NYSE: GDDY), the world’s largest cloud platform dedicated to small, independent ventures, today announced that founder Bob Parsons has resigned from the GoDaddy board of directors, effective Friday, October 5th, 2018, to devote his full time efforts to the array of businesses he created under the Yam WorldWide Umbrella.
A serial entrepreneur, Parsons founded GoDaddy in 1997, with the idea that a domain enabled anyone to have their own piece of digital real estate. He changed the shape of the Internet industry and propelled
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Charlesbank Capital Partners LLC
said Oct. 2 that Hiren Mankodi
has joined the firm as a managing director, while Camille DeLaite
joins as an operating partner, talent. Mankodi was previously a partner at Pamplona Capital
. DeLaite most recently was with Green Peak Partners
, where she was a partner leading human capital and talent efforts.
October 2, 2018 – Charlesbank Capital Partners LLC is pleased to announce the appointment of Hiren Mankodi as Managing Director and Camille DeLaite as Operating Partner, Talent.
Hiren Mankodi Previously a Partner at Pamplona Capital, where he co-led investing its $1 billion TMT fund, Hiren will lead technology investments for Charlesbank. Prior to this, he spent 12 years with Audax Group, most recently as Managing Director, heading investment activity in information technology, software and industrial technology companies. Earlier in his career, he was at Highland Capital Partners and Accenture. He earned a BS
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Late-stage venture firm IVP
announced Louisa Xu
has joined as a vice president and Jake Storm
has come on board as an associate. In addition, the firm announced it has promoted Armaan Ali
to senior associate. Xu will focus on consumer and enterprise companies. Prior to joining IVP, she was with GIC
’s technology investment group. Storm will focus on identifying and evaluating later-stage investments across the technology industry. He previously worked for Jefferies
’ technology investment banking group. Ali joined IVP in 2016 and focuses on identifying and evaluating investments. Before IVP, he worked at Qatalyst Partners
Source: IVP news
Law firm Sidley Austin LLP
has added Adam Weinstein
and Tony Feuerstein
to its private equity and M&A practices as partners. Both are joining Sidley Austin from Akin Gump.
New York – Sidley Austin LLP is pleased to announce that Adam Weinstein and Tony Feuerstein will join its growing global Private Equity and M&A practices as partners in New York. Mr. Weinstein and Mr. Feuerstein are leading private equity lawyers who have represented some of the largest private equity sponsors and their portfolio companies in high-profile private equity M&A transactions.
“We are delighted that Adam and Tony have decided to join Sidley as we continue to advance our strategy to build out our private equity capabilities,” said Larry Barden, chair of Sidley’s Management Committee. “Their arrival marks a major step forward for us in New York, and they will play pivotal roles in leading the expansion of our
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B. Riley Financial
has named Dan Shribman
as president of principal investments. Previously, Shribman worked at Anchorage Capital Group.
LOS ANGELES, Oct. 02, 2018 (GLOBE NEWSWIRE) — B. Riley Financial, Inc. (NASDAQ: RILY), a diversified financial services company which operates through several wholly-owned subsidiaries, announced today that Dan Shribman has joined the firm as President of B. Riley Principal Investments. He is based in the firm’s New York office.
“Our firm’s recent growth has afforded us with a wider field of vision for proprietary deal flow that benefits the B. Riley Financial platform,” said Kenny Young, President of B. Riley Financial and CEO of B. Riley Principal Investments. “Dan’s extensive industry expertise and background makes him a strong addition to our Principal Investments team as we look to capitalize on the unique investment ideas our expanded network of businesses and professionals offer.”
The firm’s Principal Investments subsidiary
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announced several new hires in its fall newsletter, including Tanzeen Syed
as a managing director, Mark Garrett
as a special adviser, and Mary Armstrong
as global head of marketing and communications. The growth firm also disclosed that Mark Dzialga
has retired. Dzialga was a managing director and chairman of GA’s investment committee, Crunchbase
The General Atlantic team is pleased to share our Fall Newsletter, highlighting our recent investment activity, firm updates, and key portfolio developments.
The current market presents compelling opportunities for General Atlantic and our global growth equity investment strategy. We are carefully navigating a heightened global valuation environment by partnering with exceptional entrepreneurs who have differentiated business models, while creating and capitalizing on liquidity opportunities within the portfolio.
Year-to-date, we have invested more than $3.5 billion of capital in a number of new and existing portfolio companies, balanced across our four core
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, a portfolio company of Clearlake Capital Group LP
, said Oct. 2 that Tom Monteleone
has joined as CFO. Jim Mullen
also joined Provation as senior vice president of global sales.
Minneapolis, MN and Santa Monica, CA – October 2, 2018 – Provation, a leading clinical productivity software provider for procedure documentation, backed by Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”), today announced that Tom Monteleone has joined the company as Chief Financial Officer and Jim Mullen has joined as Senior Vice President of Global Sales. Their additions reflect Provation’s continued commitment to bringing best-in-breed software solutions to healthcare professionals and operating a world-class organization.
“We are excited to add two seasoned software industry executives to our senior leadership team. Tom’s experience leading software companies and corporate carveouts is a perfect fit as Provation embarks upon its exciting new chapter as an independent company,” said Dave Del Toro,
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has named Ulrich von Rotenhan
as global head of communications and investor relations. Previously, he worked at CNC Communications & Network Consulting.
Bad Homburg, 1 October 2018 – HQ Capital, a leading independent manager of alternative assets, today announced that Ulrich von Rotenhan has joined as Global Head of Communications & Investor Relations.
As a Director at HQ Capital, Ulrich will be leading all corporate communications, investor relations and broader marketing activities. As such, he will act as the strategic anchor point and will lead the team responsible for all internal and external communications efforts and the firm’s global brand management.
Ulrich joins HQ Capital from CNC Communications & Network Consulting, where he spent 12 years advising organizations on their external and internal business challenges and communications strategies. He is an established private equity specialist and has advised numerous private equity firms including HQ Capital over
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Lovell Minnick Partners
has named Ronald D. Cordes
as a senior adviser. Cordes was the co-founder and CEO of AssetMark.
PHILADELPHIA, LOS ANGELES and NEW YORK – October 1, 2018 – Lovell Minnick Partners (“LMP”), a private equity firm specializing in financial and related business services companies, today announced that Ronald D. Cordes has been appointed a Senior Advisor to the firm. Cordes brings more than 35 years of senior operating leadership experience in financial services, ESG and impact investing to his role at LMP, along with strong board representation.
For more than a decade, Cordes served as Co-Founder and CEO of AssetMark, Inc., a leading U.S. managed account platform with more than $50 billion of assets and a former portfolio company of LMP. In 2006, together with his wife, Marty, he co-founded the Cordes Foundation, which is focused on driving social entrepreneurship to support gender
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Broadhaven Capital Partners
has named Kirk Wilson
as a partner. Previously, he was a managing director at Greenhill & Co
New York, NY, October 1, 2018 – Broadhaven Capital Partners (“Broadhaven”), a leading independent investment bank serving the financial services sector, announced today that Kirk Wilson has joined the firm as a Partner. Mr. Wilson was most recently a Managing Director with Greenhill & Co. covering financial services.
Previously, Kirk spent over 25 years at Morgan Stanley where he was Vice Chairman of Morgan Stanley’s Investment Banking Division. Mr. Wilson was a senior member of Morgan Stanley’s Financial Institutions Group and previously headed both the Global Commercial Bank and US Bank Groups.
His expertise spans a broad range of financial sectors: commercial banking, financial technology, asset management and specialty finance. Over the course of his career, Kirk has advised on billions of dollars in financings and M&A transactions,
Continue reading "Broadhaven recruits Wilson as a partner"
has expanded its team with six new hires. Joining the firm are Colin Phinisey
as a principal and Christopher Guinn
as an executive director. And, HGGC’s new associates are Zachary Adams, William Spector, Patrick Malanga
and Hao Qin.
PALO ALTO, Calif.—October 1, 2018—HGGC, a leading middle market private equity firm, today announced that it is expanding its team with six new hires across the financial, operations and investment functions. These additions—all of which come to HGGC from blue-chip financial and business brands—will help ensure that HGGC has the talent and bandwidth to execute its successful investment strategy and foster portfolio company value creation as it continues its growth trajectory.
Colin Phinisey joins as a Principal responsible for leading HGGC’s capital markets efforts across its portfolio. Phinisey is a seasoned investment banking professional who has experience with a range of capital markets transactions, including leveraged buyouts, mergers and
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, a boutique multifamily office, has opened a London office. Harinder Hundle
has joined the firm as a managing partner and will head the office.
BOSTON & LONDON–(BUSINESS WIRE)–TwinFocus, a premier boutique multifamily office for global ultra-high net worth professional investors, entrepreneurs, their families and other professional investors, today announced that it has opened a London office, extending the reach and services offered by its unique approach in managing family office solutions. With committed clients and capital in London immediately, TwinFocus now advises in excess of $5 billion in assets for more than 30 global families.
Harinder (Hari) Hundle, who previously served as the head of a London-based single-family office after spending nearly twenty years managing private wealth at firms including J.P. Morgan and Credit Suisse, has joined TwinFocus as managing partner and head of its new office.
As wealth is created at a faster pace
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has added Charles Sweet
to its advisory council. Sweet is president of IRC Consulting.
CLEVELAND–(BUSINESS WIRE)–Cyprium Partners is pleased to announce the addition of Charles Sweet to its Advisory Council.
Cyprium Partners, a private equity firm that makes non-control investments in privately held companies, has added Charles Sweet to its Advisory Council. The Council is made up of experienced operating executives selected for their specialized industry backgrounds and complementary areas of functional expertise.
Charles Sweet has operated in numerous corporate executive and board-level roles over his thirty-year career. Representative healthcare experience includes physician practice management, hospital information systems, laboratory services, home healthcare, assisted living, hospice, prosthetics and orthotics, orthopedics, radiation oncology, and multi-specialty network management. Charles has been appointed to more than twenty private and public company boards with revenues ranging from $20 million to $500 million.
Mr. Sweet is President of IRC Consulting located in
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said Oct. 1 that Kara Helander
has joined the firm as chief diversity officer. Helander previously served as managing director and global head of diversity & inclusion at BlackRock
for ten years.
The Carlyle Group Names Kara Helander Chief Diversity Officer
Former BlackRock Executive to Lead Diversity & Inclusion
Washington, DC – Global alternative asset manager The Carlyle Group (NASDAQ: CG) announced today that Kara Helander has joined the firm as Chief Diversity Officer. In this newly created position, Ms. Helander will lead the firm’s diversity and inclusion efforts, helping to ensure that Carlyle attracts, develops and retains top talent, and will focus on increasing Board diversity at our portfolio companies. Prior to Carlyle, Ms. Helander served as Managing Director and Global Head of Diversity & Inclusion at BlackRock for ten years. Ms. Helander begins her duties today and is based in Washington, DC.
Carlyle Co-CEOs Kewsong
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