Tag: private equity

Joan P. Young: Leading with Depth, Delivering with Vision

I’ve had the privilege of working across legal, financial, and wealth advisory landscapes over the past 40 years—from investment banking and family office strategy to C-suite leadership and client advisory. I’m proud to share this biography that reflects not only my experience but also the values and impact that have guided my career. Here is my biography.

Brandon B. Kelly: Visionary CEO, Global Connector, and Legacy Leader in Business, Philanthropy, and Board Governance

I’m a passionate CEO, entrepreneur, and board leader with a deep commitment to building businesses, developing people, and driving impact through strategic leadership. Over the years, I’ve founded multiple companies, served on national and international boards, authored books on leadership and performance, and helped generate billions in new revenue through executive coaching and sales development. I’m grateful for the opportunity to work with high-level leaders, contribute to causes I believe in, and continue learning every step of the way.

Blake A. Bonyko: Guiding Financial Integrity, Mentoring Future Leaders

Over the past 40 years, I’ve had the privilege of working across industries, countries, and private equity-backed ventures, serving as a strategic financial leader, mentor, and trusted advisor. From building finance teams to guiding multimillion-dollar transactions and mentoring new CFOs, I’ve always been driven by integrity and the desire to make a meaningful impact. Here is my biography.

Bert van den Hoek: Shaping the Future of Real Assets through Purpose-Driven Investment

Thrilled to share a full snapshot of my professional journey and mission. Over the last 30+ years, I’ve had the opportunity to work across multiple continents and disciplines within private markets—ranging from fund management and real estate investment to business development and impact capital. I'm passionate about using my skills to support organizations seeking sustainable, strategic growth. Here is my biography.

T. T. Chen: Board Member/Advisor, Operating Partner

T. T. Chen is a veteran global executive with over five decades of leadership experience in manufacturing, transformation, and turnaround strategy across Asia and the U.S. Known for his calm authority and cross-cultural fluency, he has served in pivotal roles as a board adviser, interim CEO, and executive coach. T. T. has led 14 interim assignments—two as global CEO—while coaching over 80 senior leaders from top multinational companies. With a foundation in engineering and executive management, he brings a rare blend of operational depth, strategic foresight, and people-centered leadership to every engagement.

Steven Jones | Chief Executive Officer | Strategic M&A Leader | Wine & Spirits Industry Expert

Steven Jones is a transformational business leader with over 40 years of experience driving growth and value through strategic acquisitions, capital structuring, and operational excellence. As CEO of Jones Wine Consulting, he has led multimillion-dollar M&A initiatives, raised over $100 million in investment capital, and built a legacy of success across the wine & spirits, real estate, and investment industries. Known for his integrity, strategic vision, and collaborative leadership style, Steven is a trusted advisor to executives, investors, and nonprofit partners alike.

Jeffrey P. Baker: Global Turnaround Specialist and Boardroom Strategist

I’m a seasoned executive and board member with a passion for helping companies navigate complex challenges, unlock value, and emerge stronger. Over the course of my career, I’ve led high-impact turnarounds, strategic transformations, and M\&A efforts across industries including financial services, manufacturing, technology, and consulting. I’ve had the privilege of serving in CEO and CRO roles, advising on global transactions in more than 20 countries, and working closely with regulators and stakeholders to build sustainable outcomes. Today, I continue to support businesses through advisory work while also dedicating time to board service and animal rescue efforts in the Texas Hill Country.

TOBIAS BLUMBERG

I'm excited to share a deeper look into my professional background and journey across finance, private equity, M&A, and real estate strategy. With 8 years of experience and a strong commitment to business growth and operational excellence, I'm always seeking new ways to add value and collaborate on meaningful projects. Here is my biography.

Nick Lodestro: Visionary CEO and Entrepreneur Bridging Battlefield Grit with Boardroom Growth

I’m a mission-driven entrepreneur and former U.S. Marine Corps officer passionate about building teams, scaling organizations, and leading with purpose. Over the past decade, I’ve had the privilege of co-founding and serving as CEO of VetEvolve, one of the fastest-growing veterinary service platforms in the country. From combat leadership in Fallujah to boardroom strategy and private equity partnerships, my journey has been grounded in service, resilience, and empowering people to thrive. I’m now focused on mentoring entrepreneurs and helping mission-aligned businesses grow with integrity and impact.

Brandon Parrish, CFA, CAIA: Driving growth and innovation in institutional investing with strategic insight and client-first expertise.

I’m a Partner at Brown Advisory, where I manage over \$4.5 billion in discretionary Endowment & Foundation assets as an OCIO portfolio manager. With more than 15 years of experience across investment consulting, credit research, and multi-asset portfolio construction, I’m passionate about helping mission-driven institutions navigate complex markets with clarity and purpose. I enjoy building strong, lasting relationships and leading teams that prioritize intellectual curiosity, collaboration, and client-first thinking.

Jeff Perea: Strategic Financial Restructuring Executive with Deep Expertise in Turnarounds and Distressed Advisory

I’m a restructuring and turnaround professional with over 20 years of experience helping companies navigate financial challenges, both in and out of bankruptcy. My background spans consulting, interim leadership, and strategic advisory roles across a range of industries—from gaming and healthcare to manufacturing and consumer goods. I’m passionate about creating practical solutions that maximize value and bring stability to complex situations. With an MBA from UCLA, a CPA license, and certifications including CIRA and Six Sigma, I bring both analytical rigor and collaborative leadership to every engagement.

Joshua Reiter: Empowering Purposeful Growth Through Strategic Finance and Sales Leadership

After 18 years of navigating finance, operations, and sales leadership across industries and business stages, I’m proud to share this executive biography. It represents more than just titles—it reflects the passion I bring for helping companies grow, develop people, and deliver lasting value.

Derek Distenfield: Bold Operator, Global Strategist, and Builder of Businesses That Matter

I’m a mission-driven executive passionate about building businesses that matter—whether through real estate development, global venture investing, or supporting veteran entrepreneurs. From leading combat deployments as a U.S. Army Captain to co-founding a cross-border accelerator and scaling startups across multiple industries, my journey has been rooted in service, strategy, and growth. Today, I lead DDB Capital Fund, where we focus on transformative developments that create long-term value for communities and investors across the Southeast.

Paul Ironside | Board Advisor & Strategic Growth Leader

Paul Ironside is a dynamic executive leader with a proven record of driving transformative growth across SaaS, technology, and professional services sectors. With over 20 years of experience scaling organizations under private equity and venture capital ownership, he has consistently delivered measurable outcomes—doubling revenues, optimizing go-to-market strategies, and building high-performing teams. As a former founder, CEO, and CRO, Paul combines strategic insight with operational execution, having led successful exits, global expansions, and the integration of AI and workforce intelligence platforms. His leadership extends beyond the C-suite through active board and advisory roles, where he guides companies and executive teams toward scalable, sustainable success.

Lou Schiavone: Driving Growth, Transforming Organizations, and Empowering Leaders

After four decades of leading transformative initiatives in technology, government services, and private equity, I’ve taken some time to reflect on the journey and the lessons learned along the way. From startups to global enterprises, my focus has always been on creating value through people, strategy, and innovation. Here is my biography.

Keith Southard: Board-Savvy Growth Strategist and Resilient Business Builder Across Energy and Emerging Markets

I’m a passionate business builder and board advisor with a career rooted in launching, scaling, and transforming companies across the energy and industrial sectors. From founding and selling multi-million dollar ventures to leading global expansions and turnarounds, I’ve thrived on helping organizations grow with purpose and resilience. I’ve also had the privilege of serving on boards where I contribute to strategic planning, governance, and long-term value creation. Whether I’m leading a team, navigating a crisis, or guiding a new venture, I’m driven by clarity, collaboration, and results.