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Tag: private equity

Rex Sherry: A Senior and Highly Experienced Leader in Financial Services and Investment Banking.

Rex Sherry is a seasoned financial services executive with over 30 years of experience in investment banking, venture capital, private equity, and corporate governance. Having successfully raised over $130 billion in capital and led more than 80 IPOs, Rex has a proven track record of scaling businesses, structuring complex financial transactions, and positioning companies for public markets. Currently serving as Managing Partner at Klamath Technology Credit Partners, he has sourced over $2 billion in investments for high-growth, pre-IPO companies. A founding board member of the Silicon Valley Directors Exchange, Rex is also a champion of corporate governance and strategic leadership, making him a transformative figure in the industry.

Joel Vande Boom: Market Leader and Visionary in Strategic Projects and Real Estate Innovation

Joel Vande Boom is a highly accomplished Market Leader in Strategic Projects for the Midwest at Gilbane Building Company, where he oversees multi-site programs, ADA compliance initiatives, renovations, and new-build projects for high-profile clients such as Amazon and Wells Fargo. Recognized as one of ENR’s National Top 20 Under 40, Joel brings nearly two decades of expertise in construction, asset management, and project execution, combined with a passion for fostering innovation and operational excellence. Known for his entrepreneurial spirit, Joel successfully created and scaled "Gilby," a transformative business model within Gilbane, while also co-leading the Strategic Projects Group National Peer Group. His leadership, strategic acumen, and community-focused mindset make him a driving force in the construction and real estate industries.

Zach Papin: Driving Innovation and Data-Driven Excellence Across Industries

Zach Papin is a results-driven technology and data strategy leader with a proven track record of delivering transformative outcomes across diverse industries. With deep expertise in AI, cloud architecture, and data analytics, he has successfully led high-impact initiatives, including the development of secure generative AI products and acting as interim CIO for a billion-dollar ESG startup. Zach’s ability to align cutting-edge technology with strategic business goals has been instrumental in driving efficiency, reducing technical debt, and fostering innovation. A thought leader and trusted advisor, he has authored influential white papers and guided private equity and venture capital firms through over 100 technology due diligences. Through his strong leadership, strategic vision, and exceptional communication skills, Zach continues to empower organizations to unlock their full potential in a rapidly evolving digital landscape.

Brad Craig: Highly Experienced (+40 Years) Fiduciary Investment Advisor, Private Investor and Board Member

With over 40 years of experience in wealth management and institutional investment strategies, I am passionate about delivering tailored solutions to meet the unique needs of clients. My journey reflects a commitment to excellence, innovation, and service. Here is my biography.

Paul Killpack: Visionary Financial Strategist Driving Transformational Growth

Paul Killpack is a meticulous and results-driven financial leader with over 25 years of experience as a Chief Financial Officer, specializing in driving business profitability, streamlining operations, and implementing cost-saving initiatives. Renowned for his expertise in maximizing cash flow, generating insightful financial reports, and fostering organizational growth, Paul has successfully scaled businesses across diverse industries. His hands-on approach and strategic vision have enabled him to lead high-performing teams, secure significant investment partnerships, and optimize financial infrastructures to support rapid expansion. With a proven track record of success in both public and private sectors, Paul remains committed to excellence, innovation, and delivering measurable results.

John Burrows: Driving Global Impact through Vision, Leadership and Innovation.

I’m excited to share my professional biography, which reflects over 50 years of leadership, transformation, and global business impact. From guiding companies to new heights to mentoring future leaders, my journey has been fueled by a passion for creating value and sharing knowledge.

Jonathan Victor Cohen: Executive Leader, Private Equity & Venture Capital Investor and Board Advisor 

Jonathan Cohen is an accomplished executive with over 25 years of global experience in industrial, manufacturing, distribution, B2B, and home services sectors. Having worked and lived in six countries, with extensive experience in Asia and Europe, Cohen has a proven track record of driving growth, innovation, and sustainability initiatives across diverse industries. He is known for his integrity, strategic vision, and ability to empower teams to achieve outstanding results. Throughout his career, Cohen has been a key player in scaling businesses, developing strong market strategies, and leading organizational transformations. His expertise spans sustainability, packaging, automotive, branding, and pricing, making him a sought-after keynote speaker at global conferences. Fluent in French and with conversational skills in German and Spanish, Cohen’s international exposure enables him to effectively navigate complex global markets and foster cross-cultural collaboration. Currently an angel investor in four companies, Jonathan is now seeking to expand his board experience in the United States, leveraging his wealth of knowledge to help businesses drive top-line growth and navigate new opportunities in a rapidly changing world.

Joe A. Rodriguez: Senior Finance Executive & Strategic Advisor

Joe A. Rodriguez is an accomplished financial executive with over 30 years of experience in finance, accounting, and corporate governance. Throughout his career, Joe has excelled in roles such as CFO, Corporate Controller, and Internal Audit Director, providing leadership in both startup and global organizations. He has a proven track record in driving financial success, including overseeing SEC reporting, IPO readiness, and U.S. GAAP compliance for private equity-backed firms and publicly traded companies. Joe’s extensive expertise spans strategic planning, revenue recognition, lease accounting, risk management, and financial operations management, and he has successfully led international teams across industries such as mining, manufacturing, and technology. Known for his strong character and integrity, Joe fosters a collaborative environment and effectively communicates complex financial insights to executive teams, boards, and stakeholders.

Optimizing Alternative Investment Distribution Channels

The distribution of alternative investments is undergoing a transformative shift driven by investor demand for diversification, regulatory changes, and the rise of digital platforms. As high-net-worth individuals, institutions, and retail investors increasingly seek exposure to alternatives like private equity and real estate, distributors must adapt their strategies to meet evolving expectations. Leveraging segmentation, personalized marketing, and digital tools are key to enhancing client engagement and streamlining processes. Furthermore, innovations such as blockchain, tokenization, and AI are revolutionizing access and efficiency, making these investments more accessible. By integrating data-driven insights and focusing on client education, firms can navigate this dynamic landscape and unlock new growth opportunities.

Rod Richardson: Expert Operations and Technology Leader in Scaling Successful Startups

Rod Richardson is a dynamic operations and technology leader with over 20 years of experience in scaling startups and driving business growth across various industries. Specializing in Cyber Security, Mergers and Acquisitions (M&A), and International Business Strategy, Rod has successfully led organizations through transformative digital changes, product innovations, and strategic expansions. He has helped businesses achieve significant revenue growth, including increasing profits for three startups to over $150 million in under three years, and has consulted for private equity firms on high-stakes M&A projects, boosting organizational efficiency and profitability. With global experience working in countries such as Germany, China, Israel, and India, Rod excels at navigating complex international markets and building high-performing teams. Passionate about fostering diversity and collaboration, he is now seeking opportunities to contribute his expertise to a board, helping companies scale and thrive in an increasingly competitive global landscape.

Levi Cohen: Empowering businesses to unlock their full potential through visionary leadership, strategic investments, and innovative growth solutions.

I’m excited to share my updated executive biography, reflecting my journey in corporate M&A, venture investing, and strategic growth across various industries. Over the past 11 years, I’ve had the privilege of leading acquisitions, developing strategic initiatives, and supporting organizations in their growth ambitions. Here is my biography.

Hunter C. Gary: Seasoned board member with extensive operational expertise

Hunter Gary is a seasoned, strategic, driven, and motivated Executive Operations Leader with in-depth experience in private equity portfolio company oversight and operational value...

Chuck Haling: Driving sustainable growth through strategic vision, operational excellence, and team empowerment.

As an executive leader with 30 years of experience in driving growth and strategic transformation, I’m excited to share my professional journey and expertise in SaaS, GovTech, private equity, and more. I’m passionate about creating value, empowering teams, and leading organizations to exceed their potential. Here is my biography.

Steve J. Roesner: Chief Executive Officer and Accomplished Business Leader.

Steve J. Roesner is a seasoned executive with over 40 years of leadership experience across industries such as manufacturing, composites, and traffic services. With a strong educational foundation, including an M.B.A. from the University of South Dakota, Roesner has driven remarkable growth in every organization he has led. His career highlights include growing sales from $22 million to $85 million at K-Products, doubling revenue to $48 million at Den Hartog Industries, and transforming Quatro Composites from a startup to a $52 million enterprise. Currently, as CEO of Vogel Traffic Services, Roesner continues to drive innovation and growth, expanding sales from $14 million to an estimated $42 million by 2024.

Mark Santangelo: Executive Leader in Healthcare, Law, and Organizational Growth; Focusing on what truly matters to drive meaningful results.

I'm thrilled to share my executive biography, detailing my journey across healthcare management, law, and strategic organizational growth. My focus has always been on supporting organizations to thrive by honing in on critical objectives and fostering operational excellence. Here is my biography.

Peter Haines, Empowering businesses to achieve operational excellence and strategic growth through leadership and innovation.

Peter Haines, Founder of Horizon Growth LLC, brings over 30 years of C-level expertise across multiple industries to the forefront of strategic consulting. With...