Mr. Adams is based in the firm’s Los Angeles office as Managing Director where he is responsible for all aspects of deal origination processes including identifying, originating, and qualifying new investment opportunities. Mr. Adams joined OpenGate in 2012 and is a member of the Investment and Portfolio Committee.

Prior to joining OpenGate, Mr. Adams was a Vice President at Platinum Equity, leading the firm’s European business development team out of London. Prior to Platinum, he was a Corporate Finance Executive at Mazars LLP where he was trained and certified as an ACCA accountant.

Mr. Adams is a member of the Association of Chartered Certified Accountants (ACCA).

Marilyn S. Adler is a Founder and Managing Partner at Mizzen Capital. Mizzen is targeting $260 million of assets under management and invests as senior secured debt in lower middle market companies with $1 to $10 million of EBITDA. Our industry focus includes niche manufacturing, business services, healthcare services, alternative energy and software. Investment size ranges from $4 million to $15 million within the fund and partners with limited partners and other credit funds for larger deals.

Ms. Adler has been named as one of the top women in middle market M&A every year between 2016 and 2021. Ms. Adler was the 2018 ACG Woman of Leadership awardee. She is a board member of UJA’s Private Equity division, Banking & Finance division and Women of Wall Street division. Ms. Adler was previously a board member of the SBIA board of governors and the chair of its BDC committee and prior finance chair of the board of Cornell University Hillel. She served as treasurer of her co-op board from 2011 to 2020.

Ms. Adler earned an MBA from The Wharton School of the University of Pennsylvania and a BS with distinction from Cornell University. Ms. Adler resides in New York City with her husband and has three grown children.

As co-chair of Cahill’s M&A and Corporate Advisory practice groups, Helene advises publicly-held and private companies in significant corporate and securities matters, with particular emphasis on mergers and acquisitions, corporate governance and capital markets transactions. She has represented sellers, acquirers, targets, financial institutions, shareholders and investors in M&A transactions, spin-offs, joint ventures, private and public equity and debt offerings, and tender offers. Her work ranges from managing complex international transactions for large public companies to guiding owners through investments in their privately held businesses. Her breadth of experience gives her a unique ability to spot and solve issues and understand all aspects of complicated situations. Helene is recognized as a leading M&A lawyer by The Legal 500 and is recognized for both M&A and Capital Markets Debt & Equity by IFLR1000 2020. In 2021, Helene was shortlisted for Women in Business, Law Lawyer of the Year: Corporate Governance. She was also named among the 2020 Notable Women in Law by Crain’s New York Business.

Michael A. Bego is the Founder and Managing Partner of Kline Hill Partners, which he founded in 2015. Mr. Bego sits on the Investment Committee of all of the Kline Hill Partners funds and is a board member of organizations including the American Investment Council.

From 2005 through 2015, Mr. Bego was a partner at secondary firm Willowridge Partners, where he was instrumental in developing a focused strategy around small-deal secondary transactions. Prior to that, Mr. Bego was a consultant at McKinsey & Co. until 2005, conducted a turnaround at Vincent Longo in 2003, invested venture capital at LGP from 2000 to 2003, and implemented and sold enterprise software at Numetrix (now part of Oracle) from 1993 through 1998.

Mr. Bego received a Bachelor of Science in Engineering from Cornell University in 1993 and an MBA (Beta Gamma Sigma) from Columbia University Business School in 2000.

Robert Carlon is a director in the Corporate Development team at Smiths Group plc. Robert is responsible for origination and execution of M&A transactions and other strategic projects across Smiths Group’s five divisions. Robert originally joined Smiths Group in 2018 as a lawyer working in the M&A legal team and transitioned across to corporate development just under a year ago.

Prior to joining Smiths Group, Robert worked as an M&A lawyer in private practice for over 10 years. Robert worked in both UK and US law firms in London and Singapore and has significant experience of cross border transactions in Europe, the US and Asia.

Robert has a law degree from Southampton University. Robert is originally from Sweden but has spent most of his life in the UK, other than a few years working in Stockholm and Singapore.

Brendan Carroll is a Senior Partner at VPC, which he co-founded in 2007. He is responsible for strategic initiatives and firm operations in addition to sourcing, evaluating and executing investment opportunities. Mr. Carroll also oversees marketing, fundraising, business development and investor relations for the firm. He is a member of the firm’s Investment Committee and Valuation Committee.

Mr. Carroll serves as member of the board of directors of VPC portfolio company, johnnie-O.

Previously, as a member of the Solutions Group at Magnetar Capital, Mr. Carroll specialized in direct financings to lower middle market companies. He has held various investment banking positions at William Blair and Robertson Stephens, specializing in corporate finance and mergers and acquisitions. Mr. Carroll has also worked in various capacities for former U.S. Senator Joseph Lieberman (I- CT).

Mr. Carroll received a B.A. with honors in government from Georgetown University and an MBA from Harvard Business School. He speaks frequently on debt and private equity investing issues and has served as a guest lecturer and panelist at the University of Chicago’s Booth Global School of Business, Northwestern University’s Kellogg School of Management and Harvard Business School.

Ms. Fritz is a senior managing director of Antares Capital. She is responsible for structuring, underwriting, documenting, and managing transactions. Ms. Fritz is also a member of the Antares Capital Advisers Investment Committee, Antares Capital Investment Committee and Antares Capital Portfolio Investment Committee. Ms. Fritz joined GE Antares in 2004. Prior to Antares, Ms. Fritz was with the asset-based lending group of Transamerica in audit, portfolio management and underwriting. Ms. Fritz earned a bachelor’s degree in international business from the University of Illinois and an MBA from Northwestern University’s Kellogg Graduate School of Management. She has 21 years of industry experience, including 17 years with Antares Capital and its predecessors in interest.

Beth is responsible for sourcing, evaluating and structuring investments, as well as on-going portfolio company management. She has diversified experience within the food and beverage, packaging, distribution, industrial and building products industries and has worked on several of the firm’s Canadian investments. Beth also serves as a member of Cyprium’s Investment Committee.

Prior to joining the firm in 2000, she served in various investment banking roles at KeyBanc Capital Markets and Carleton, McCreary, Holmes & Co.

Beth received her MBA from The Wharton School of the University of Pennsylvania and graduated cum laude from Dartmouth College with a BA in government.

Serving on the board of the Cleveland chapter of the Association for Corporate Growth, Beth is a member of the Executive Committee and focuses on the organization’s DEI, Women in Transactions and Young ACG initiatives. She is also a member of the board of Magnificat High School, an all-girls high school and her alma mater, where she co-chairs the Strategic Planning committee. Beth spends most of her free time watching her three kids play sports and is also an avid trail runner and a certified yoga teacher.

Ms. Hastings joined Bain Capital Credit in 2008. She is a Managing Director in the Private Credit Group based in Bain Capital Credit’s Boston office and a Credit Committee member. Previously, Ms. Hastings was an Associate at Thomas H. Lee Partners and an analyst in the Healthcare Group in the Investment Banking Division of Goldman Sachs & Co. Ms. Hastings received an M.B.A. from Harvard Business School, a B.S.Ec. from the Wharton School at the University of Pennsylvania and a B.A. from the University of Pennsylvania.

Ms. Hastings received an M.B.A. from Harvard Business School, a B.S.Ec. from The Wharton School at the University of Pennsylvania and a B.A. from the University of Pennsylvania.

Aditya Humad is the Co-Founder & CFO of KICVentures Group, a founder-led investment firm making impact investments to improve the world’s healthcare through technology. He joined the firm in 2009 and has played a key role in developing and executing the firm’s financial strategies around revenue management, fund-raising, M&A and corporate structuring. Prior to joining KICVentures, Mr. Humad was an investment analyst with JPMorgan Healthcare M&A in New York.

Mr. Humad is of Indian heritage, born to a physician practicing in Kuwait. He was exposed to healthcare at an early age and developed an interest in both the technology and business of healthcare. He chose to enroll in the School of Engineering at the University of Pennsylvania and was later accepted into the Wharton School of Business, as part of the Jerome Fisher program for Management & Technology. Mr. Humad was a student pursuing an independent study course on innovation in spinal disc replacement taught by KICVentures’ founder, Dr. Chin, who was then the Chief of Spine Surgery and Assistant Professor of Orthopedics at the University of Pennsylvania in 2003.

Ms. Tiffany Kosch is a Managing Director at CenterGate Capital a $350 million lower middle market private equity fund. Tiffany has over 20 years of investment experience creating value in lower middle market companies. She was a Managing Director at H.I.G. Capital, where she invested in underperforming lower middle market companies for eight years. Her experience covers a broad range of investment structures and types, among them corporate spin-outs and orphans, turnaround equity and distressed debt. Sectors covered are also broad, including business services, consumer products and manufacturing. Tiffany received an M.B.A. from Harvard Business School and a B.S., cum laude, from Georgetown University.

Thomas Le, CFA is VP Corporate Development at J2 Global and brings over 10 years of research, investment, and venture capital experience to the firm. At J2 Global, a publicly-traded internet and information services firm with an active focus on middle-market buyouts, Thomas is responsible for all stages of the investment lifecycle, including sourcing, diligence, and execution. Prior to joining J2, Thomas was an early and growth stage investor at Tenfore Holdings, a stage-agnostic data and enterprise software focused venture firm based in New York. Previously, Thomas worked at Kings Point Capital and Lazard Capital Markets, where he conducted equity research specializing in internet, media, and information technology. He began his career as an equities investment professional at J.P. Morgan Asset Management. Thomas holds a BBA, Finance from The McCombs School of Business at The University of Texas at Austin. He earned his Chartered Financial Analyst (CFA) designation in 2011.

Jennifer is a Principal at Edison Partners leading the firm’s fintech investments. As a senior investment lead, her investments include gohenry, Yieldstreet, MoneyLion, Fund That Flip, ComplySci, Bipsync, and Bento for Business among others. She was recognized by VCJ Rising Stars 2021, NJBIZ 40 Under 40 in 2020, the Business Insider as 2019’s Rising Stars of Wall Street, NY Fintech Women’s Inspiring FinTech Females of 2019, a finalist for Finovate’s Fintech Woman of the Year for 2019, and was named to WSJ’s Women to Watch in Private Equity in 2018. Prior to joining Edison, she was at Commerzbank evaluating select European equities for fundamental long/short investments. During her MBA, she oversaw investment prospects and strategic business development opportunities at the Associated Press. Jennifer started her career at ForgeRock, a global leader in identity and access management with a unique history stemming from Sun Microsystems, and built the company from its first year through multiple rounds of funding ($230M+ total raised to date). Jennifer holds an MBA from Columbia Business School and a BA in Economics from Johns Hopkins University.

At the intersection of technology, entertainment, and venture capital, Mariah Lichtenstern accelerates positive social, economic, and environmental impact through entrepreneurship. An alumna of UC Berkeley, USC, and UCLA, she is the Founding Partner of DiverseCity Ventures and launched the Sacramento, CA chapter of the Founder Institute, which was recognized in Forbes Magazine as the 3rd most gender diverse chapter in the world.

She serves as an advisor for the California Clean Energy Fund’s CalSEED initiative, Berkeley Skydeck, Village Capital Finance Forward, FourthWave female founder accelerator, HaydenAI AI Ethics advisory, and Yale University School of Medicine’s Digital Innovation and Diversity Initiative. She serves on the boards of FourthWave, StartupSac, and the Sacramento Metro Chamber of Commerce. She is a member of UCLA Ventures and an Aspen Tech Policy Hub Fellow (Win ’20), where she developed the Tech Funding Equity Project to advocate solutions to the tech industry funding gap.

Jeff Magny is the Founder and Managing Partner of Lincoln Road and is actively involved in all aspects of the firm’s activities. Mr. Magny has been engaged in leveraged buyouts, investment banking, and business operations for more than 17 years. His extensive experience includes over 30 transactions including acquisitions, mergers, recapitalizations, financings, IPOs, follow on-offerings, restructurings, joint ventures and exits representing over $500 million of capital deployed. Prior to founding Lincoln Road, Mr. Magny was a Senior Vice President at Sun Capital Partners, a $12 billion operationally-focused private equity firm, where he joined in 2006 under its $1.5 billion institutional fund. Mr. Magny began his career at JP Morgan as a generalist in the Mergers and Acquisitions Group. Mr. Magny graduated from The Pennsylvania State University with a concentration in Real Estate.

Stephen joined GTCR in 2008 and became a Principal in 2019. Prior to joining GTCR, Stephen worked as an Analyst in the Telecommunications and Mergers & Acquisitions groups at UBS Investment Bank. He holds an MBA with honors from the University of Chicago and a BA summa cum laude from Northwestern University in mathematical methods in the social sciences and economics.

He is currently a Director of Dreamscape, Inteliquent and Simpli.fi and played an instrumental role in GTCR’s investment in Landmark Aviation. He was previously a Director of Cision, Protection 1 and Park Place.

Pat McHugh is a Founder and Senior Managing Director of Okapi Partners. He has over 20 years of experience in managing complex solicitations and campaigns. Pat has managed solicitation campaigns related to annual and special meetings (domestically and abroad), M&A solicitations, consent solicitations as well as fixed income-related matters, including numerous tenders and exchanges.

In addition to hundreds of annual and special meeting solicitations, Pat has represented Fortune 500 corporations involved in complex transactions including contested M&A deals, proxy fights and restructurings. He frequently works on contested solicitations where he provides strategy and advice to clients including campaigns on behalf of activist investors as well as providing defensive counsel to corporations that have been targeted by activists.

Prior to establishing Okapi Partners, Pat was a Senior Managing Director of Georgeson Inc. and a member of its Global M&A Advisory team. He received his B.A. in Economics from East Stroudsburg University.

Christina joined Graham Partners in 1998 as a member of the firm’s investment team. Today, she oversees the firm’s relations with its investors while also serving on Graham Partners’ Investment and Valuation Committees, as well as on the boards of certain portfolio companies. Christina’s past and present board directorships include Abrisa, BrightPet, Eldorado, HB&G, Henry, Mercer, and Universal Pure. Prior to joining Graham Partners, Christina worked in investment banking at Goldman, Sachs & Co., in Strategic Planning for Borders Group, and at Comerica Bank’s W.Y. Campbell M&A subsidiary.

Christina holds a B.A. in Economics with honors from the University of Virginia, where she was a Lawn Resident, played varsity polo, and graduated Phi Beta Kappa as an Echols Scholar. She also holds an M.B.A. from the Wharton School at the University of Pennsylvania, where she graduated in the top ten percent of her class.

A native of the Philadelphia area, Christina enjoys spending time with her family, gardening, and horseback riding when not working.

Justin J. Noznesky has served as Chief Marketing and Strategy Officer since March 2021, having previously served as Senior Vice President, Marketing and Business Development from March 2016 to March 2021, Vice President, Marketing and Business Development from May 2014 to March of 2016, and as Vice President, Corporate Development from January 2014 to May 2014. From 2004 to 2013, Mr. Noznesky held progressive financial and business development positions at Vital Images, a subsidiary of Toshiba Medical Systems Corporation, including Vice President, Marketing and Business Development. Prior to working for Vital Images, Mr. Noznesky worked at UnitedHealth Group in Corporate Finance and at Arthur Andersen LLP as a senior auditor. Mr. Noznesky received his B.A. from Bethel University.

Andrew Olinick joined 3i in 2007 and is co-Head of 3i’s North America Private Equity team and the Global Head of Business & Technology Services. Andrew has played a key role in 3i’s investments in Magnitude Software, arrivia (formerly International Cruise and Excursions, Inc. (I.C.E.)), Element, JMJ Associates and TouchTunes. He currently sits on the boards of JMJ Associates, arrivia and Magnitude.

Prior to joining 3i, Andrew was an Associate at VSS, where he focused on the media, business services and education sectors. Prior to joining VSS, Andrew was an Associate at ZelnickMedia, a media-focused private equity firm.

Andrew received an MBA from The Wharton School at the University of Pennsylvania and a BS from the Leeds School of Business at the University of Colorado at Boulder.

Arthur H. Penn is the Founder and Managing Partner of PennantPark Investment Advisers (“PPIA”) which was founded in 2007. Mr. Penn is Chairman and Chief Executive Officer of PennantPark Investment Corporation and PennantPark Floating Rate Capital, Ltd. Mr. Penn co-founded Apollo Investment Management in February 2004, where he was a Managing Partner through November 2006. He also served as Chief Operating Officer of Apollo Investment Corporation from its inception in February 2004 through February 2006 and served as President and Chief Operating Officer of that company from February 2006 through November 2006. Mr. Penn was formerly a Managing Partner of Apollo Value Fund L.P. (formerly Apollo Distressed Investment Fund, L.P.) from 2003 through November 2006. Mr. Penn previously served as Global Head of Leveraged Finance at UBS Warburg LLC (now UBS Investment Bank) from 1999 through 2001. Prior to joining UBS Warburg, Mr. Penn was Global Head of Fixed Income Capital markets for BT Securities and BT Alex. Brown Inc. from 1994 to 1999. From 1992 to 1994, Mr. Penn served as Head of High-Yield Capital Markets at Lehman Brothers. He holds a BS and an MBA from The Wharton School, University of Pennsylvania.

Neal J. Reenan advises private equity firms and their portfolio companies on their most complex transactions, including domestic and cross-border mergers, acquisitions, and divestitures.

Drawing on more than two decades of private equity legal experience, as well as roles in professional service firms and operating businesses, Mr. Reenan structures, negotiates, and executes a broad range of transactions on behalf of leading financial sponsors and their portfolio companies.

Mr. Reenan serves as go-to counsel for many clients on their full spectrum of transactional needs, including mergers and acquisitions, divestitures, leveraged buyouts, joint ventures, recapitalizations, and restructuring transactions.

David Schnadig the Co-President of Cortec Group where he leads all operating aspects of the firm, as well as limited partner relations and serves as the Chair of the Board of several portfolio companies, including YETI, Groundworks, Enthusiast Auto Holdings and Groome Transportation. Mr. Schnadig has worked at Cortec Group since 1995. Prior to Cortec Group he was Assistant to the Chairman of SunAmerica Inc., where he co-led merger and acquisition activities, and built and managed a $350 million alternative asset investment portfolio. Prior to SunAmerica, David spent four years at Lehman Brothers in mergers and acquisitions and corporate finance. Mr. Schnadig graduated Phi Beta Kappa with Honors in Economics from Trinity College and received a MBA from the Kellogg School of Management at Northwestern University.

Mr. Schnadig is a member of the Board of Trustees of East Harlem Tutorial Program and Trinity College and a member of the Kellogg School of Management Alumni Council. David has been married to his wife Lori since 1991 and has two children, Jennifer (24) and Matthew (). David is an active former mediocre athlete, a global traveler, a voracious reader, and avidly follows his children’s various endeavors.

Adrianne Shapira is a Managing Director in New York leading the Brands North America effort, the firm’s fifth investment division focused on high growth consumer and retail brands. She brings extensive consumer/retail industry experience with over 20 years in finance and operating roles as well as various private and public Board seats. Adrianne spent over 13 years at Goldman Sachs as a Managing Director in Equities Research covering the Broadlines Retail Sector ranging from luxury brands, accessible department stores and mass big box retailers. She was more recently the CFO at David Yurman, a privately-held, luxury jewelry brand with a global omni-channel reach.

Adrianne currently serves on the Boards of Kohl’s Department Stores, Nest New York and Herschel Supply Company as well as the non-for-profit organization, Youth INC. She previously served as a Director at Hain Celestial and Gilt Group.

Education: Adrianne received her bachelor’s degree from Tufts University and her MBA from Columbia Business School.

Renny joined Boyne Capital in 2018 as Vice President of Business Development and Investor Relations. She supports the firm’s efforts in investment sourcing activities and managing relationships with its Limited Partners.

During her tenure at Boyne, Renny successfully sourced a platform investment for BCM Fund I and supported BCM Fund II fundraising process. Aside from sourcing and LP relations duties, she also enhanced the firm’s marketing efforts through social media campaigns and content creation.

Prior to joining Boyne, Renny was a Private Wealth Advisor at Goldman Sachs, where she advised and provided wealth management solutions to ultra-high net worth clients. A classically trained pianist, she taught at University of Miami Frost School of Music prior to pursuing her MBA

Eric is a Managing Director of Eurazeo Capital based in New York City, and is responsible for driving new investment opportunities and strengthening Eurazeo’s reputation in North America. He is a proven private equity leader with over 20 years of transatlantic investment and M&A experience across key verticals including media, communications and tech-enabled business and consumer services.

Prior to joining Eurazeo, Eric spent nearly 10-years as a Partner at Searchlight Capital Partners, where he played a key role in leading various organizational development initiatives and executing numerous transactions across priority verticals. Prior to Searchlight, Eric spent over 7 years as a senior member of the investment team at GTCR, a growth buyout firm where he oversaw investments within the TMT landscape. He began his career at Dresdner Kleinwort Wasserstein, where he became Vice President of M&A, managing and coordinating global M&A transactions.

Eric graduated from Georgetown University’s McDonough School of Business, earning a Bachelor of Science in Business Administration. He also has a Master of Business Administration degree from INSEAD Business School.

Jeffrey Stevenson is the Managing Partner of VSS and has overall responsibility for the management of the firm and each of its funds. Mr. Stevenson joined VSS in 1982, shortly after its formation, and founded its private equity business in 1987. Mr. Stevenson is the Chairman of the investment committee and has served on the boards of over 31 portfolio companies and currently serves as a member of the board of the following VSS portfolio companies: Coretelligent, ITN Networks, MetSchools, Southern Theatres LLC, and Tax Credit Co. He is also involved with the following organizations: YPO/WPO, SBIA Board of Governors and Lincoln Center Leadership Committee. He previously served on the board of Dojan TV Holding, and was the former Chairman of the Board of Directors of Vencerx Therapeutics. Mr.Stevenson holds a BA from Rutgers College.

Mr. Vaughn has served as Senior Vice President and General Counsel at Par Pacific since July 2014. Prior to joining Par Pacific, Mr. Vaughn, was a partner in the corporate practice group and bankruptcy section of Porter Hedges LLP for 14 years, where his practice focused on corporate reorganizations and restructurings, commodities marketing, transportation, hedging and derivatives, distressed corporate acquisitions, financings and refinancings and creditors” rights. His practice also included general civil litigation in both federal and state courts.

Mr. Vaughn holds a bachelor’s degree from Texas A&M University and a juris doctorate from the University of Miami School of Law. Mr. Vaughn is listed as one of America”s leading lawyers by Chambers USA, and The Best Lawyers in America. He is a fellow of the Litigation Counsel of America, and has also been recognized as one of the leading lawyers in Texas by Texas Super Lawyers and H Texas Magazine.

Matthew Wiener is the head of Aon’s Transaction Liability team for the Southwest region and the national leader for its energy practice. In this role, he is responsible for the development and implementation of transactional-based risk solutions, including the deployment of insurance capital for M&A transactions through representations and warranties, litigation, tax, and other contingent liabilities insurance. Prior to joining the Aon team, Matthew was an attorney at Vinson & Elkins LLP, where he specialized in corporate finance and securities law matters, including mergers and acquisitions, private equity, public and private securities offerings, divestitures, and general corporate representation, with a significant focus on the energy sector.