Advisor Names Flashcards by Lance Contento

Richard Furseth

Banker at Harris Williams; based in Minneapolis; focused on F&B; Met via intro from LEK September 2022

Intro’s us to Priyanka Naithani and Ryan Costa

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Rodd Langenhagen

Banker at Greenhill in Boston focused on software; especially industrial software; introduced by Borja Olaso October 2022; met in Boston at Starbucks with Abhik Das

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Scott Mattson

Banker at William Blair; met in Boston October 2022 which Abhik Das; involved in Targa sale in 2020

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Steve Boyko

Co-head of Private Credit at Proskauer; met in Boston October 2022 with Abhik Das and Steve Peck; intro from Ben Davis

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Steve Peck

Lawyer at Proskauer in Boston; equity focused; met in October 2022 with Steve Boyko and Abhik Das

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Jim Upchurch

CEO of Caltius Capital, an LA-based provider of structured capital; mentioned by Steve Boyko at Proskauer October 2022; intro’d me to Gavin Bates

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Priyanka Naithani

Banker at Harris Williams in Boston; met in Boston October 2022 with Ryan Costa; focused on cybersecurity and ‘architecture, engineering, and constitutional’ (AEC); intro by Richard Furseth

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Ryan Costa

Banker at Harris Williams in Boston; met in Boston October 2022; focused on architecture, engineering, and construction (AEC) and supply chain; intro by Richard Furseth

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Todd Meadow

Director at Lazard in NYC; met in October 2022 standing coffee shop near NBC building;

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Franklin Harris

Sponsor coverage at Lincoln; met in NYC October 2022 with Mihir Shah and Abhik Das; lives in Florida

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Mihir Shah

Debt advisory at Lincoln; met in NYC with Franklin Harris and Abhik Das October 2022; very direct lender-y

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Chad Coben

Senior MD at FTI in Dallas. Introduced by Ernesto Plevisani (Madrid) October 2022 alongside Chuck Carroll. Son studying in Madrid.

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Chuck Carroll

Senior MD at FTI in Dallas; introduced by Ernesto Plevisani (Madrid) October 2022 alongside Chad Coben

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Gavin Bates

Managing Director at Caltius in LA; introduced by Jim Upchurch (Caltius founder) October 2022

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Kim Wasley

Director at Piper Sandler in SF; first connected September 2022 via intro from Alison Schilling (LEK); showed us Pinstripes

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Kyle Brown

CEO of Trinity Capital; introduced by Paul Valentine (Quarles & Brady) October 2022

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Brian Friedman

Head of Capital Advisory at William Blair in Chicago; introduced by Drew Janes September 2022 and again by Scott Mattson in October 2022; works with Evan Kornack

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Evan Kornack

Works in Capital Advisory team at William Blair in Boston; introduced by Scott Mattson October 2022

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Kevin Fechtmeyer

CEO of CaveCreek Capital in Phoenix

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Heather Mosbacher

Managing Director at Brown, Gibbons, Lang and Company in New York; spoke to in September 2022; met in NYC with Abhik October 2022

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Josh Benn

Global Head of Consumer M&A at Kroll; spoke to in September 2022 and met in NYC October 2022 solo

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Sam Sandford

Managing Director at Greenhill in Consumer sector in New York; met October 2022 in NYC with Jay Barnes (on screen), Brian Sargenti, and James Babski

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Jay Barnes

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Managing Director at Greenhill in the healthcare space; met October 2022 (he was onscreen) in NYC with Sam Sandford, James Babski, and Brian Sargenti

Brian Sargenti

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Principal at Greenhill in NYC in sponsor coverage; met in October 2022 with Sam Sandford, Jay Barnes (on screen), and James Babski

Spencer DePree

Good and Beverage Director at Baird in Chicago; met briefly on a call (while at Weftec in New Orleans) October 2022 with Glen Clarke

Glen Clarke

Managing Director at Baird in Chicago; met briefly on a call (while at Weftec in New Orleans) October 2022 with Spencer DePree

Doug Jackson

Managing Director at Greenhill in Chicago; Co-head is US M&A; Met in September 2022 in Chicago following intro from Borja Olaso

John Farr

Managing Director at Columbia West Capital in Phoenix

Rory O’Sullivan

London based MD at Kroll focused on technology; introduced me to Josh Benn in NYC team in September 2022

Bryan Frederickson

Managing Director at GulfStar Group in Houston; first connect October 2022; colleague of Cliff Atherton

Cliff Atherton

Managing Director at GulfStar Group in Houston; sent cold email October 2022 but didn’t hear back; colleague of Bryan Frederickson

Matt Norton

Partner at Madison Dearborn in Chicago

Alex Fisher

Director at Madison Dearborn in Chicago

Pat Hopkins

Managing Director at Livingstone in Chicago; met September 2022 in Chicago with Marisa Ramirez; building products

Marisa Ramirez

Director at Livingstone in Chicago; met in Chicago in September 2022 with Pat Hopkins; sponsor coverage

Mike Jenny

Managing Director at Stout in Chicago; met September 2022; Industrials

Matt Storkman

Director at DC Partners in Chicago; met for lunch September 2022; industrials; Intro from Pablo del Palacio

Steve Hull

Head of Transport and Logistics at Piper Sandler in Chicago; met September 2022 in Chicago with Frank Damian

Frank Damian

Vice President at Piper Sandler in Chicago; met September 2022 in Chicago with Steve Hull

John Collmer

Global Head of Private Capital Markets at Citigroup; intro’d by Pedro Lami (UK) in October 2022

Dean Asofsky

Head of M&A N. America at Rabobank; intro from Justin Craigwell (LEK)

Roger Briggs

Head of M&A Sector Coverage at Rabobank North America; intro from Justin Craigwell

Nick Maroules

BDO Transaction Services in Chicago; met September 2022; Introduced me to Scott Hendon

Todd Kinney

BDO National Relationship Director for PE Services in NYC; Abhik Das met in October 2022 in NYC

Scott Hendon

BDO head of US and Global PE strategy; based in Dallas; met October 2022 at Breadwinners

Brendan Tierney

Head of Water sector at Raymond James; lives in Phili but works in NYC; met October 2022

Jo Trahms

Head of environmental services / ESG at William Blair in Chicago; met October 2022; lived in London 5 years

Mike Castelli

Director in Private Capital team at Citi in New York; Intro October 2022

Adrian Cone

SVP at Jefferies in NYC; intro from Vinod Stalam Nov 22; covers European sponsors growing in US

Leon Chen

Preferred Capital strategy at Kayne Anderson. Met November 2022 in LA; intro from Tim Davitt

John Kinsella

Director at RW Baird in Chicago; met virtually November 2022; industrial sector with water specialty

George Mavredakis

SVP at Houlihan Lokey in New York; intro call November 2022; sponsor coverage team

Managing Director in Houlihan Lokey’s Capital Markets team in New York; met on call November 2022 along with colleagues Chris Hasting and Scott Kolbrenner

Sean Fitzgerald

Capital Markets team at Houlihan in New York; had met previously via Michele while at DC Advisory but reconnected November 2022 on a call with colleagues Sean Fitzgerald and Scott Kolbrenner

Chris Hastings

Co-head of TMT at Houlihan

Rob Louv

MD at Houlihan in NYC; focus on industrial technology, particularly water

Samrat Karnik

Advisor Names Flashcards

(56 cards)