private equity

private equity

Umbrex is pleased to welcome Nick Mork with Value Unlimited LLC. Nick spent eight years with Bain and Company, finishing in the case team leader role. He specialized in consumer products and private equity clients and was always rated top of his class for analysis. He then opened his own practice, performing Bain-like projects for clients at a fraction of the cost. One of those clients, a Fortune 500 paper and packaging company, hired him to be a senior director of strategy in charge of the innovation portfolio. When they closed his office, he returned to private practice.

He currently lives in Las Vegas, NV, but will be moving to Los Angeles soon. He is at his best when making controversial presentations or dealing with ‘scary’ datasets.

Umbrex is pleased to welcome Camila Fernandez with Alux Management.  Camila Fernandez spent 4 years at Bain & Company and is setting up her independent consulting practice based out of the Dominican Republic. Her academic background is mostly Economics and International Development (Harvard Kennedy School). She started her career in government, then transitioned to Bain & Company and later joined Mercado Libre (NASDAQ: MELI) to run their fintech division in Mexico.

Camila is happy to collaborate in strategy, digital transformation and private equity projects in Latin America

Umbrex is pleased to welcome Anthonie Zoomers.  Anthonie is a seasoned and entrepreneurial hands-on transformation CEO. Advisory/supervisory roles for private equity, family companies, banks and non-profit. Quick scan assessments of strategy and organization – for identifying a company’s performance potential and the key levers to exploit it. Executive coaching and mediation.

Results-driven. Strong analytical and conceptual skills. Strategy and execution. Restructuring and renewal. ‘Big picture’ and detail. Creative/imaginative and pragmatic/down-to-earth. Good listener. People-oriented and able to mobilize organizations. Thrives on tackling complexity – for growth and structural step-change performance improvement.

Over 35 years advisory experience (including 7 years at McKinsey & Company). Over 30 years general management experience in large and mid-sized companies. Over 25 years experience on supervisory boards. B-to-B and value chain: food/agro, automotive, packaging. Media/ICT, building/construction, retail/franchise. Domestic, international and global. Broad array of complex governance situations (including private equity, family-owned, cooperatives, franchise).

Umbrex is pleased to welcome Katherine Feeney with Beckett Square. Katherine runs Beckett Square, through which she works primarily with private equity funds and corporate acquirers on topics including commercial due diligence, investment and portfolio strategy, market screens, and performance improvement. Katherine founded Beckett Square in early 2019 after her time at Bain & Company, where she worked across practices and industries in the Washington, DC and Johannesburg, South Africa offices.

Concurrent to founding Beckett Square, she was instrumental in the launch of Lock 8 partners, a lower-middle-market Saas-focused growth equity fund. Katherine is based in Washington, DC, where she also serves on the boards of two local nonprofit organizations. She earned her undergraduate degree at the University of Virginia and an MBA from the Wharton School.

Umbrex is pleased to welcome Peter Hsia with CH Consulting Advisors. Peter  is one of the founders of CH Consulting Advisors, a strategy consulting firm focused on consumer and retail.  He has over 30 years of consulting experience with Accenture, Kurt Salmon, Swander Pace and McKinsey.  CH Consulting focuses on serving the private equity community with due diligence and portfolio strategy as well as working with mid-cap companies on growth strategy.  CH Consulting is based in the San Francisco Bay area and serves a national client base.

Umbrex is pleased to welcome Roman Churilin.  Roman has 8 years of hands-on experience in international management consulting (McKinsey), private equity & fast-growing tech startups with concentration in B2B commercial strategy development & execution and ops turnarounds:
– While working at McKinsey and a PE fund he delivered over 10 projects for corporate & public organizations from various industries (eg, metals & mining, healthcare, real estate) to streamline their sales ops, increase assets productivity, reduce OpEx, and build employee capability;
– After his corporate consulting career, he worked at international B2B SaaS and B2C startups covering international sales scaling, strategic partnerships & fund-raising.

Roman is currently based in Russia and glad to support global projects on Sales strategy & Ops optimization remotely.

Umbrex is pleased to welcome Bart Sichel with bps Captura. Bart is President of bps Captura, which provides independent advisory and consulting to corporate senior leaders, private equity firms, and boards across multiple consumer facing industries.  Bart has hands on experience driving growth, and provides expertise in Marketing, Digital Transformation, Ecommerce, Innovation, Format Renewal, and Customer Loyalty.

Bart was Chief Marketing Officer at Burlington Stores, leading Marketing, Ecommerce, and Corporate Strategy, and he was part of the dedicated executive management team that turned the business around under private equity ownership, took the company public, and increased shareholder value over ten-fold.

Prior to Burlington, Bart was a Principal at McKinsey & Company where he co-led McKinsey’s North American Retail Marketing Practice among other leadership roles. Before McKinsey, Bart was involved in several startups, and was a Vice President at Chemical Bank.  Bart also teaches graduate classes on the topic of leadership at NYU, and serves on the National Board of Directors for the Leukemia & Lymphoma Society.

Bart holds a B.A. in Economics from Vassar College, and an M.B.A. in Marketing and Finance from Columbia University.

Umbrex is pleased to welcome James Agres with 2nd St Strategy. James is a Senior Management Consultant with 10+ years of strategic consulting experience. His work focuses on sell-side and buy-side commercial due diligence for Private Equity and Investment Banking clients. James possesses deep expertise in developing and executing organic and M&A driven growth strategies for mid-market clients. He also has extensive experience in operational performance improvement, value creation, and transformation initiatives across diverse industries including industrials, healthcare, consumer products, ecommerce, retail, media, high-tech and financial services. James is a proven team leader experienced in delivering multiple concurrent complex, ambiguous, and data-driven projects in rigorous and fast-paced environments, consistently addressing the most challenging strategic issues facing my clients and delivered distinctive solutions.

James has received an MBA from New York University’s Stern School of Business with a specialization in Strategy and Finance and a BS in Computer Science from DePaul University.

His specialties are:
• Commercial due diligence
• Primary market research
• Growth strategy development and execution
• Post M&A integration and synergy capture
• Advanced problem structuring, problem solving and data analysis

James is looking to collaborate on lower middle market due diligence and growth strategy engagements, particularly where extensive primary market research is needed.

Umbrex is pleased to welcome Seth Townsend with Tonisgah Group. Seth  spent 5 years at McKinsey as part of the Healthcare practice, leading efforts across sales growth, pricing, operations, due diligence, M&A, and corporate strategy for companies in the pharmaceuticals, medical devices, and healthcare industry.  Following his time at McKinsey, Seth worked at Novartis where he held roles in Commercial, Shared Services, Finance, and Operations in both the US and Switzerland.  He was most recently Head of Commercial Support Operations in the Sandoz Division, a global leader in generics and biosimilars where he led a team of over 30 people across insights & analytics, salesforce effectiveness, sales training, and data services. Seth was the SVP Transformation for Beacon Health Options, the largest private behavioral health company with sales of over $2B (now a part of Anthem).  There, he led initiatives across transaction management, margin improvement / value creation, and organizational restructuring.

Seth holds a Global Executive MBA with distinction from INSEAD, a PhD in Biological Engineering from MIT, and a BS in Biomedical Engineering from Johns Hopkins University.  Seth lives with his wife and two daughters in New York.  He would be happy to collaborate on projects in the pharmaceutical, healthcare, and private equity industries.

 

Tommy Kim provides an article that explains the differences between Private Equity (PE) and Venture Capital (VC).

Private Equity (PE) vs. Venture Capital (VC). You suddenly realize that you are being presented with two similar, yet different types of capital sources. PE and VC investment management businesses offer investors different types of return on capital using unique risk profiles in long-term illiquid assets.

Whether you are interested in this side of the business as entrepreneurs and CEOs seeking capital or as investment managers seeking to expand your investment management franchise, they are two different types of businesses. As you are shopping for capital, here are the similarities and differences between PE and VC investment management and how they add value to our private capital market landscape and the global economy.

You had been confused at one point, not realizing that PE is actually different from VC. As you have met with both PE and VC managers, you now see that the difference is becoming more clear. Both VC and PE firms work with private capital investing in companies, add value over time, and exit investments through private sale or IPOs, public offerings. The biggest differences between PE vs. VC is in investment size and level of risk taken on each investment. In addition, PE and VC are fundamentally different in the number of deals they do and the size of capital they commit to each investment. Furthermore, PE firms seek no bad deals, while VC firms expect some or many to fail and hope that few would become a unicorn, deals that would be valued over a $1 billion.

 

Key areas include:

  • Types of private equity funds
  • Private equity target and blind funds
  • Return multiples sought in PE
  • Working in PE or VC 

 

Read the full article, Private Equity vs. Venture Capital: What is a Better Fit For You?, on Linkedin.

Umbrex is pleased to welcome Christopher Rischard.  Christopher Rischard spent eight years as Digital Leader in the TMT practice at Booz & Company based in Paris and Madrid focused on digitalization, data and tech-enabled growth strategy. After several years as a Principal, he set off as an independent consultant in London in 2014. Prior to Booz and his MBA at INSEAD, Christopher lived in Washington DC where he was raised and he worked for 8 years in enterprise solutions sales at MCI Telecommunications. Christopher would be delighted to collaborate on digital strategy, digital transformation and digital value creation engagements for both corporate and private equity clients.

Umbrex is pleased to welcome Brenna Rauw with Vulpine Strategies.  Brendan Rauw was a project leader at BCG in the private equity and healthcare practices, and spent ten years after BCG leading technology commercialization for universities.  Brendan has particular expertise in intellectual property, licensing, and entrepreneurship in the life sciences.

Brendan lives in Portland, OR, advising private equity investors and pre-revenue life science companies across the country on strategy, partnering, and market assessment.  Brendan is particularly interested in healthcare and life sciences projects relating to market analysis and due diligence.

Umbrex is pleased to welcome Andre Martinelli.  André has spent his career helping companies and people grow.  Prior to starting his consulting practice, André was a Director, Go-to-Market for Vista Consulting Group (VCG), the operations arm of Vista Equity Partners. Before that, André was a Managing Director at Blue Ridge Partners, a management consulting firm exclusively focused on helping companies accelerate profitable revenue growth. In both roles, André worked with portfolio company CEOs and Chief Revenue Officers to develop go-to-market strategies, build sales organizations, and implement processes and tools to deliver consistent, profitable growth. He began his career at McKinsey, where he returned after business school.

He lives in Michigan with his wife and two young children, and enjoys attending University of Michigan football and basketball games and heading “Up North.” Andre is interested in B2B sales effectiveness and go-to-market strategy projects, particularly for PE-sponsored companies in the Midwest.

Umbrex is pleased to welcome Seline Karakaya with Excelerate Global.  Seline Karakaya is Founder and Managing Director of Excelerate Global, a venture capital and private equity advisory group. In this capacity, Seline has worked with closely with companies ranging from start-ups to multi-nationals to support their growth priorities. She works closely with founders, CEOs, and Boards of Directors—often as an interim CXO—on the most pressing issues, from hiring to pricing, strategy to fundraising, organization to business
development.

Prior to founding Excelerate Global, Seline was a Director at American Securities, a New York-based private equity firm with one of the most successful track records in the industry. During her tenure, Seline co-led the development of the Firm’s “Shared Vision” process for value creation and alignment, advised portfolio company CEOs across a variety of industries and business topics, ranging from strategy and growth to talent and change management, and led the execution of a number of high priority initiatives. She also developed and oversaw the Firm’s commercial due diligence efforts.

Prior to American Securities, Seline was a management consultant at Bain & Company, where she spent over 6 years advising Private Equity, Retail, Consumer Products, Tech/Media executives on M&A, corporate strategy, change management, and growth initiatives ranging from product development to new market entry. Seline was among the original members of Bain Los Angeles’s Private Equity Group.

Seline was Chief of Staff at FEI Women’s Health, overseeing all strategic initiatives across the commercial aspects of the business leading up to its strategic sale to Barr Pharmaceuticals. She has also held positions at Amgen, Cerberus Capital Management, and American Express in a variety of capacities.

Seline graduated with the highest honors from the University of Southern California Marshall School of Business Honors Program with a B.S. in Business Administration, Strategy & Finance. She is also an active advocate of children’s causes in developing countries and animal welfare around the globe.

Seline is happy to collaborate on growth strategy and commercial value creation projects in the Western U.S.

Umbrex is pleased to welcome Deepak Batra.  Deepak was at Bain for 6 years, predominantly based out of India working on global projects, and had an opportunity to work out Amsterdam and Boston. While his work was sector agnostic, Deepak specialized “functionally” in Private Equity due diligence.

Post his consulting stint, Deepak worked with OLX, India’s leading online classified platform (Craigslist counterpart) in several roles ranging from Analytics, Strategy to General Management.

He is based out of New Delhi, India, working as an independent consultant. Deepak would love to collaborate on commercial due diligence, customer analytics, NPS and projects in digital businesses.

Michael Wise recently co-authored this article for McKinsey that explores how best-practice purchasing is now an even more potent source of value creation for private-equity leaders.

A careful review of purchasing is typically part of any private-equity (PE) playbook, with procurement savings factoring prominently into 100-day and longer-term business plans. As part of the process, procurement professionals are typically charged with finding and acting on low-hanging opportunities like requesting price reductions and volume discounts from suppliers. Leading PE firms are adopting a more comprehensive and transformative approach, powered by new digital and analytical tools, that can lift earnings before interest, taxes, depreciation, and amortization (EBITDA) by 20 percent within six months. These tools, combined with the right approach and methodologies, enable rapid sizing and capturing of the opportunity, permanently changing the way investment and management teams look at procurement—and other aspects of operations

In this article, we will describe the new approach, focusing specifically on the impact that digital tools, advanced analytics, and new methodologies have had on midsize-portfolio companies in a variety of industrial sectors.

 

The article explores the following:

-Identifying value potential

-Supporting value capture with e-sourcing tools

-Four elements of success

 

Read the full article, Digital procurement in private equity: Unlocking sustainable impact, on the McKinsey and Company website