Table of Contents
Private Equity
- Praesidian Capital named Javier Saade and David Blatte as operating partners. Saade has over 30 years of experience as an executive and policymaker, having held positions at organizations including Bridgewater Associates, McKinsey & Company and Booz Allen & Hamilton, in addition to policy roles including currently serving on the Advisory Committee on Trade Policy & Negotiations at the White House. Blatte brings over 30 years of experience in private equity, banking and consumer goods, most recently as founder and CEO of pet product manufacturer Quaker Pet Group. Oklahoma City-based Praesidian targets control investments in private lower-middle market businesses.
- Angeles Equity Partners named Brandon Gold as vice president, operations for Angeles Operations Group. Gold joins from the Boston Consulting Group, where he worked on diligence, process improvement, and strategy projects for industrial and technology clients. He began his career in manufacturing and distribution operations with PepsiCo before moving on to process engineering roles with SpaceX. In his new role, Gold will support the growth of Angeles portfolio companies by conducting due diligence, planning and executing value creation plans.
- Providence Equity Partners appointed Katie Lyndon as a managing director, head of investor relations. Lyndon joins from Hillhouse Capital Management, bringing more than a decade of experience managing investor relations and business development for global asset managers. She will be based in the Providence, R.I.-based firm’s New York office.
- VC firm Piva Capital added Claire Yun and Jillian Noel to its investment team. Yun, who began her career in M&A investment banking at J.P. Morgan, joins from long-duration energy storage startup Noon Energy, where she worked on business development and strategy. Noel joins from Canada-based clean energy firm General Fusion, where she was developing a commercialization plan. Previously, she advised McKinsey & Company clients on sustainability, decarbonization and emerging energy markets.
- Riverwood Capital appointed Keith Janosky as chief financial officer and managing director, investor relations. Janosky, who served most recently as CFO and head of investor relations at Khosla Ventures, brings more than 20 years of experience in technology-focused private equity investment. Riverwood invests in tech and tech-enabled industries.
- Adenia Partners named Mack Schow as its head of investor relations. Schow held various positions at Germany’s development finance institution, the German Investment Corporation, over the past decade. Adenia, based in Mauritius, is committed to responsible investment in Africa.
Credit
- Jonathan Pruzan has joined Pretium as president and a member of the executive committee. Pruzan had a 28-year career at Morgan Stanley, serving in leadership positions including chief operating officer and chief financial officer. He played important roles in Morgan Stanley’s acquisitions of E*Trade Financial, Eaton Vance and Solium Capital. Pruzan will now report to Pretium Founder and CEO Don Mullen in a newly created role that will grant him oversight of many of Pretium’s strategic and operational initiatives.
- First Eagle Investments hired Allison Shaw as managing director and global head of consultant relations. She brings over 20 years of experience in financial services, serving most recently as head of consultant relations and public markets Sales for the Americas at Macquarie Asset Management; before that, she was a senior member of the consultant relations team at Franklin Templeton. Working out of the firm’s New York headquarters, Shaw is in charge of building and strengthening relationships with consultants across all investment strategies in equities and credit.
- Backcast Partners Management added Ryan Stuckert and Ronen Barak to its investment team. Stuckert joins as a principal from Siguler Guff, where he was a senior member of the firm’s credit platform for over 13 years. Barak joins as an associate from investment firm Oak View Group. He previously served as an investment banking associate director at UBS’ leveraged finance & financial sponsors group.
Service Providers
- Aisling Keane is joining Northern Trust as head of asset servicing, Hong Kong, as of Sept. 4. In this newly created role, Keane will lead the firm’s asset servicing business in Hong Kong, Macau and Taiwan. She served most recently as head of alternative investment solutions, Asia Pacific, at State Street. During her 20-year career, she also served as a director at Credit Suisse and as BNP Paribas Securities Services’ head of hedge fund services, APAC.
- Giuseppe Monarchi and Laurence Hainault have joined Evercore as senior managing directors to lead the firm’s communications and digital infrastructure investment banking business in Europe, the Middle East and Africa. Monarchi, who has more than 30 years of advisory and investment banking leadership experience, joins from Credit Suisse, where he was the head of EMEA investment banking and capital markets. He will be based in London as part of the senior team building out the business across EMEA. Hainault, who brings over 25 years of experience, also joins from Credit Suisse, where she was most recently a managing director and head of EMEA telecom. She will be based in Paris.
- Evercore also added Seth Bergstein to its investment banking business as a senior managing director in the technology group based in New York. He joins from Morgan Stanley, where he started his career in 1988 as a financial analyst and went on to found the global services group, which he led until he became a vice chairman of investment banking in 2021. His longtime colleague Sandeep Sharma will also join as a managing director, and the duo is expected to lead Evercore’s coverage of consulting, professional, technology & digital services, and business process outsourcing.
- Charlotte Peyraud joined Houlihan Lokey’s Financial and Valuation Advisory (FVA) business as co-head of sustainability advisory services — a position she will hold alongside Rob Teigman, co-head of FVA’s energy and infrastructure practice. The duo will lead a new practice, called Sustainability Advisory Services, launched to provide clients with strategic counsel on sustainability and environmental, social, and governance issues. Peyraud brings over 15 years of sustainability-related experience, most recently as a director on Credit Suisse’s global ESG financing and advisory team.
- Michael Kim has joined Harris Williams’ San Francisco office as a managing director and co-head of its technology group. Kim brings over 25 years of technology M&A, merchant banking, and investment banking advisory experience to Harris Williams, an investment bank focused on M&A and private capital advisory services. He was most recently head of software investment banking at LionTree; his previous positions include technology advisory roles at Bear Stearns, Lehman Brothers and Morgan Stanley.
- International investment bank DC Advisory hired Dan Skolds as managing director. Skolds joins from Rothschild, where he served as global co-head of business services. He brings over 30 years’ experience, including leadership roles at J.P. Morgan, Credit Suisse and RBC Capital Markets. He is joining DC Advisory’s business & tech-enabled services team in New York.
- Jonathan A. Danziger is joining Lowenstein Sandler’s Investment Management Group in mid-September. Danziger currently serves as general counsel and chief compliance officer at Glenview Capital Management, prior to which he practiced in Schulte Roth & Zabel’s investment management group. He will be based in Lowenstein’s New York office.
- Morrow Sodali named Barri Rafferty as CEO, Americas and as a member of the firm’s executive committee. Based in New York and Stamford, Conn., Rafferty will oversee the stakeholder engagement and ESG consulting firm’s operations in North and South America. She served most recently as head of communications and brand management for Wells Fargo and was previously CEO and president of Ketchum.
- Barclays announced four senior appointments in healthcare investment banking and in equity research. Maneet Singh and Evan Matlin were named new co-heads of healthcare M&A in the U.S. Singh, a new hire, served previously at Goldman Sachs and Credit Suisse. Matlin joined Barclays in 2016 from Deutsche Bank and has been a senior member of the healthcare M&A team. Jon Swope is joining Barclay’s healthcare information technology banking team as a managing director in New York. He joins from SVB Securities, where he led their digital health and healthtech practice, and worked previously at Bank of America. Lastly, Stephanie Davis is joining as a managing director to lead Barclays’ U.S. healthcare technology & digital health sector equity research. Davis previously led SVB Securities’ healthcare technology research franchise.
- Tourmaline Partners added Simon Bradley, James Kirk and James Williams as managing directors in its London office. Bradley, who brings three decades of experience, joins from Mariana Capital, where he served as a partner. Kirk, who brings about 20 years of experience in global equities trading, joins from Liquidnet, where he was co-head of trading (EMEA) and U.S. and Canada export business into EMEA. Williams has over 20 years of experience to his credit, including 14 years as an Institutional European equity sales trader at BTIG.
Investors
OCIO
- Mercer appointed Olaolu Aganga as partner, U.S. chief investment officer. Aganga is tasked with implementing and delivering all aspects of Mercer’s Outsourced Chief Investment Officer investment processes across the firm U.S. OCIO client base. Aganga was most recently a managing director at BlackRock’s U.S. OCIO division, prior to which she was at Goldman Sachs, advising institutional clients on several investment solutions.
Wealth Management
- Peter J. Zuleba III, president of The Glenmede Trust Company, assumed the role of chief executive officer. He succeeds Gordon B. Fowler, Jr., who retired at the end of August after serving as president and CEO of the $42 billion asset management firm for over 13 years. Zuleba will maintain the president position, which he assumed in January. He joined Glenmede in 2004 and has held several senior leadership positions since then.
Industry Organizations
- The Healthcare Private Equity Association (HCPEA) appointed Amy Christensen as chairperson. Christensen is a partner and co-head of healthcare at The Vistria Group. She previously served as vice chairperson of HCPEA, a nonprofit organization dedicated to boosting the healthcare private equity community. As chairperson, she succeeded Alex Albert, founding partner of Patient Square Capital, effective July 1.
