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June 6, 2026

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Kainos Names Cate Mason as New Investor Relations Director

May 13, 2026 by John McNulty

Kainos focuses on investments across the food and everyday essentials sectors.

Kainos Capital has promoted Cate Mason to director of investor relations. Ms. Mason previously served as a senior associate at the Dallas-based private equity firm.

Ms. Mason joined Kainos in 2023 and worked on the firm’s investment team supporting transaction execution, portfolio management, and investor engagement activities. In her new role, she will oversee investor relations efforts on a full-time basis.

“Cate has been a valuable member of Kainos for several years and we are very proud to recognize her accomplishments with this well-deserved promotion,” said Andrew Rosen, the managing partner of Kainos. “As part of our investment team, she was active in all areas of deal execution and portfolio management while also supporting the needs of our existing limited partners and developing new relationships. As Director of Investor Relations, she will lead this critical function on a full-time basis, and we are confident she will make many important contributions in the future.”

Cate Mason
Cate Mason

Prior to her time at Kainos, Ms. Mason worked as an analyst in the Power, Energy, and Infrastructure Group at Lazard, where she focused on mergers and acquisitions advisory, capital raises, and restructuring assignments. Ms. Mason has her undergraduate degree in business administration from Southern Methodist University.

Dallas-headquartered Kainos Capital invests from $50 million to $200 million of equity in family- and founder-owned food and consumer product and services businesses in North America that have EBITDA ranging from $10 million to $80 million. In February 2023, Kainos closed its third fund, Kainos Capital Partners III LP, with more than $1 billion in capital commitments. Fund III is the largest fund the firm has ever raised. The firm’s second fund closed in November 2016 at its hard cap of $895 million.

Filed Under: News, People

Angeles Equity Hires Derek Rush for Industrials Investing Role

April 1, 2026 by John McNulty

Angeles Equity Partners has added Derek Rush to its investment team as a vice president. In his new position he will focus on evaluating, executing and managing investments across the industrials sector.

“We are thrilled to welcome Derek to our investment team. His experience in the industrial sector and proven ability to identify transformative opportunities align perfectly with our mission to create long-term value through partnership and performance,” said Tim Meyer and Jordan Katz, co-founders and managing partners of Angeles Equity Partners in a released statement. “Derek brings both strategic insight and investment acumen — qualities that are critical to the continued growth of our portfolio and our firm.”

Before joining Angeles, Mr. Rush was an investment professional at Ardian in New York City, where he was responsible for deal evaluation and execution. Prior to Ardian, he was an investment banking analyst with Piper Jaffray. He has his undergraduate degree in accounting and finance from the University of Virginia.

Derek Rush
Derek Rush

“I am excited to join Angeles Equity Partners and contribute to its track record of building enduring industrial businesses. I look forward to working closely with the firm and management teams, seeking to invest well and drive sustainable growth across the portfolio,” said Mr. Rush.

Los Angeles-based Angeles Equity makes control investments in companies with enterprise values up to $200 million that have headquarters and primary operations in the United States and Canada. Sectors of interest include aerospace, automotive, building products, capital goods, chemicals, electronics, manufacturing, metals, transportation and logistics, packaging, and distribution. In August 2023, the firm held an above-target closing of its second fund, Angeles Equity Partners II LP, with more than $540 million of capital.

Filed Under: News, People

New Partner at PPM

March 17, 2026 by John McNulty

PPM America Capital Partners (PPMACP), the private equity arm of PPM America, has promoted Tiffany Luna to partner.

In her expanded role, Ms. Luna will continue sourcing, evaluating, and executing private equity investments, while also managing sponsor relationships and supporting the firm’s portfolio companies.

“Tiffany has demonstrated exceptional investment judgment, deep partner relationships, and a strong commitment to our clients,” said Champ Raju, managing partner and head of private equity at PPMACP. “This promotion recognizes her impact on our private equity business and her leadership within the firm.”

Tiffany Luna
Tiffany Luna

Ms. Luna has 15 years of private equity experience and joins Mr. Raju and partners Craig Radis, Mark Staub and Ray Zhang in senior leadership roles within the private equity business. She joined the firm in 2011 and has an MBA from Northwestern University and a BA from Wellesley College.

PPM America Capital Partners specializes in primary investments, co-investments, and GP-led secondaries, with a focus on North American buyout and growth equity investments. PPM’s private equity capabilities were established in 1991 and today operates with a nine-person private equity investment team. As of December 2025, PPMACP had $6.4 billion in assets under management, including $4.1 billion in primary third-party fund investments and $2.1 billion of equity co-investments.

Filed Under: News, People

ATL Partners Names Bob Biesterfeld Senior Operating Executive

March 2, 2026 by John McNulty

ATL Partners has named Bob Biesterfeld a senior operating executive. He will work with the firm’s investment professionals and portfolio company management teams to support strategic and operational initiatives across its focus sectors of commercial aerospace, national security, and transportation and logistics.

Mr. Biesterfeld brings more than 25 years of leadership experience in global transportation and logistics. Most recently, he served as president and chief executive officer of C.H. Robinson Worldwide, Inc., a global logistics company. During his tenure, he led one of the world’s largest third party logistics providers through a dynamic market environment, delivering operating performance and financial results. He joined C.H. Robinson in 1999 and held senior roles including chief operating officer and president of North American surface transportation.

ATL Partners is a sector-focused private equity firm that invests in aerospace, transportation, and logistics companies. ATL was founded in 2014 and is headquartered in New York City.

Filed Under: Briefly, People

At ATL Partners, Two Investors Rise and an Operator Steps Up

February 3, 2026 by John McNulty

ATL Partners has promoted three professionals across its investment and operating teams, elevating Josh Raj and Daniel Wu to vice president from senior associate and naming Lauren DiBartolomeo chief operating officer from chief administrative officer.

“These well-deserved promotions reflect the commitment and contributions of Lauren, Dan and Josh to ATL and its focus on growing and adding value for investors,” said Frank Nash, founder and managing member of ATL. “We are confident that the elevated roles of these talented individuals will further strengthen our firm and look forward to their continued success at ATL.”

Josh Raj
Josh Raj

Mr. Raj joined ATL Partners in 2022 from TPG Capital, where he focused on consumer investments. Prior to joining TPG in 2021, he worked as an investment banking analyst at Goldman Sachs in its industrials group.

Daniel Wu
Daniel Wu

Mr. Wu joined the firm in 2023 from Citi, where he served as an investment banking analyst in the Global Asset Managers Group, advising private equity firms, hedge funds and sovereign wealth fund clients across multiple industries. Earlier, he was a corporate banking analyst at Citi in the Global Healthcare Group.

Lauren DiBartolomeo
Lauren DiBartolomeo

Ms. DiBartolomeo joined the firm in 2015 and has taken on increasing responsibilities across functions during her tenure at the firm.

ATL Partners is a sector-focused private equity firm that invests in aerospace, transportation, and logistics companies. The firm has a minimum equity investment requirement of $75 million and a target equity investment range of $150 million to $750 million, supported by co-investment arrangements with its limited partners. ATL was founded in 2014 and is headquartered in New York City.

Last month, ATL acquired SkyMark Companies and Rampmaster to form a specialty vehicle equipment platform serving aviation and transportation-related end markets. The acquisitions represent the first investments from ATL’s third fund.

Filed Under: News, People

Bertram Promotes Four to Managing Director

January 27, 2026 by John McNulty

Bertram Capital has promoted four of its professionals on its investment and origination teams — Sean Houseworth, Aaron Kessler, Matt Jones and Paul Koeniger — to managing director.

Mr. Houseworth has been with Bertram’s business services investment team since 2016, focusing on evaluating and managing middle-market private equity investments, and currently leads the firm’s investment in MSE Supplies while serving on the boards of Cogency and Spectrio. Mr. Kessler joined the firm in 2022 as part of the industrials investment team and serves on the boards of Safety Products Global and Applied Adhesives. Messrs. Jones and Koeniger have extensive investment and origination experience.

“These promotions recognize the contributions Sean, Aaron, Matt, and Paul have made across our investment and origination platforms,” said Jeff Drazan, managing partner at Bertram. “Each has demonstrated strong judgment, execution capability, and a commitment to Bertram’s long-term approach to value creation.”

Bertram Capital invests in middle-market companies across the business services, consumer, industrial, and manufacturing sectors. The firm’s flagship fund makes control investments in lower middle-market companies with at least $7.5 million in EBITDA, while Bertram’s Ignite Fund makes both control and non-control investments in under-optimized companies with a minimum of $3.5 million in EBITDA. The firm was founded in 2006 and is headquartered near San Francisco in Foster City, California.

Filed Under: News, People

Patrick Fairfield Promoted at DFW

January 23, 2026 by John McNulty

DFW Capital Partners has promoted Patrick Fairfield to principal. Mr. Fairfield joined the firm as an associate in 2017 and advanced through successive roles, working across deal execution, debt financing and portfolio oversight.

Patrick Fairfield
Patrick Fairfield

In his new role, Mr. Fairfield will continue supporting investments including North American Rail Solutions, Kept Companies, Aqualis, Insight2Profit, TheraPlay and Superior Controls.

“Pat has been an outstanding contributor to our team and our portfolio,” said Managing Partner Keith Pennell. “We’re excited for the continued momentum he brings to the firm and look forward to his impact as Principal.”

Before joining DFW, Mr. Fairfield worked in transaction due diligence at PricewaterhouseCoopers and previously in the audit practice of Deloitte & Touche. He holds a bachelor’s degree in accounting from Fordham University.

Filed Under: News, People

Renovus Promotes Principals, VPs, and Associates Across its Investment and Finance Teams

January 15, 2026 by John McNulty

Renovus has promoted 11 professionals across its investment and fund accounting teams, reflecting continued internal advancement at the firm. The promotions span senior investment roles through accounting functions.In the investment group at Renovus, the promotions include Pat Heath to principal; John Matthews and Adam Swack to vice president; Ried Niermann and Ahan Patel to senior associate; and Fernando Cordova, Luca Di Leonardo, Jackson Kelly, and Kevin Spear to associate. Within the accounting team, Jisa Ben was promoted to fund accounting manager, and Matthew Stretch to senior fund accountant.

“We are pleased to recognize these talented professionals with well-deserved promotions,” said Jesse Serventi, the founding partner at Renovus. “Each of these individuals has played an important role in advancing the firm’s growth through consistent performance, collaboration, and leadership. Together with my fellow Founding Partners, Atif Gilani and Brad Whitman, we remain deeply committed to investing in our people, as we believe our team is fundamental to Renovus’ long-term success. We congratulate them on their achievements and look forward to their continued contributions.”

Renovus is headquartered in the Philadelphia suburb of Wayne and is an active investor in the knowledge and talent industries.

Filed Under: Briefly, People

HighPost Capital Promotes David Weston

January 13, 2026 by John McNulty

West Palm Beach-headquartered HighPost Capital has promoted David Weston to senior managing director, expanding his leadership responsibilities while he continues to oversee investment sourcing and evaluation across the firm’s core consumer-focused sectors. The promotion follows Mr. Weston’s role in building the buyout and late-stage growth portfolio since joining the firm in 2023.

Since arriving as a managing director, Mr. Weston has led investments in Front Row Group and Equip Foods and serves on the boards of these two companies as well as Centr.

CEO David Moross said the promotion reflects the firm’s continued strengthening of its senior investment team. Mr. Weston said he plans to build on recent momentum and deepen collaboration across the portfolio as market conditions create new opportunities.

Filed Under: Briefly, People

Periscope Elevates Luke Elder to Principal, Harry Waddoups to Vice President

January 13, 2026 by John McNulty

Periscope Equity has promoted Luke Elder to Principal and Harry Waddoups to Vice President. The promotions reflect internal advancement within the investment team and follow several years of portfolio work across technology-enabled business services companies.

Founded in 2012, Periscope invests in software and technology-enabled services, providing growth capital, operational support, and strategic guidance to founder-owned businesses serving enterprise and institutional customers. The firm was founded by Steve Jarmel and is headquartered in Chicago.

Mr. Elder joined the firm in 2022 and has worked with Cybermaxx, eHouse, and Sentrics. Mr. Waddoups, also hired in 2022, has supported Periscope’s investments  in Praecipio Consulting, MAS Medical, eHouse, and Uprise Health.

Filed Under: Briefly, People

Piper Sandler Adds Dan Wolf to Healthcare Investment Banking Team

January 13, 2026 by John McNulty

Piper Sandler has added Dan Wolf as a managing director in its healthcare investment banking group. Mr. Wolf will advise healthcare technology companies on mergers and acquisitions, strategic partnerships, and capital raising, strengthening the firm’s sector coverage.

Mr. Wolf brings more than 20 years of healthcare experience across investment banking, operating leadership, and strategic advisory roles. He previously served as chief financial officer of Theradaptive and founded Convergence Bio Advisors, advising healthcare companies and investors on M&A transactions. Earlier in his career, he held senior strategy and corporate development roles at Baxter International and spent more than a decade at Medtronic.

Piper Sandler is headquartered in Minneapolis.

Filed Under: Briefly, People

O2 Promotes Thomas Girdler to VP

January 13, 2026 by John McNulty

O2 Investment Partners has promoted Thomas Girdler to Vice President, reflecting his performance and expanded responsibilities within the firm. The promotion follows another active year for O2 and supports its continued growth entering 2026.

Mr. Girdler has worked with portfolio company management teams, contributing to investment execution and ongoing portfolio support. He has been involved in evaluating new opportunities and advancing O2’s investment philosophy through hands-on collaboration with operating leadership.

In 2025, O2 completed 36 acquisitions and added four new team members.

O2 is headquartered in the Detroit suburb of Bloomfield Hills.

Filed Under: Briefly, People

Lovell Minnick Promotes Three

January 13, 2026 by John McNulty

Lovell Minnick Partners, a financial services and fintech investor, has promoted Scott Shebelsky to Partner and appointed Alex Lovell and Roumi Zlateva to Principal. Ms. Zlateva was also named Head of Capital Markets as part of the firm’s senior leadership changes.

Mr. Shebelsky joined the firm in 2016 and has served as chief financial officer, overseeing finance, accounting, operations, and internal systems as the organization scaled. Mr. Lovell, who joined in 2021, focuses on sourcing, evaluating, and executing investments alongside portfolio company management teams. Ms. Zlateva joined in 2017 and has worked across investments, board roles, and strategic M&A initiatives.

Lovell Minnick Partners is headquartered in Philadelphia with offices in New York and Los Angeles.

Filed Under: Briefly, People

Odyssey Announces Senior Promotions

January 12, 2026 by John McNulty

New York City-based Odyssey Investment Partners, an industrial and business services investor, has promoted Henry Bendit to managing principal. The firm also promoted Spencer Marks and Tyler Miller to vice president and elevated Eitan Lewittes and Isabelle Lotocki to senior associate.

Mr. Bendit serves on the boards of Protective Industrial Products, PSE Group, and The Planet Group.

“We are proud to promote Henry, who has made many outstanding contributions to Odyssey and our portfolio throughout his career,” said Brian Kwait, the CEO of Odyssey. “Since joining the firm as an Associate, Henry has proved himself as an effective leader of several investments, a trusted partner to our management teams, and a mentor to colleagues who are building their careers at Odyssey just as he has.”

Messrs. Marks and Miller advance from senior associate on the investment team, while Mr. Lewittes and Ms. Lotocki were promoted within the investment and finance groups, respectively. Nearly all investment professionals at Odyssey began their careers at the firm as associates.

“These well-earned promotions reflect our continued commitment to developing and retaining best-in-class talent,” added Mr. Kwait. “We look forward to each of them continuing to grow professionally at Odyssey through our apprenticeship model, which immerses colleagues in our buy, build and integrate investment strategy with a singular focus on delivering value to our investors.”

Filed Under: Briefly, News, People

Portage Point Names Adam Pollak Head of Advisory

January 8, 2026 by John McNulty

Portage Point Partners has added Adam Pollak as head of advisory and a member of the executive leadership team. Pollak will oversee transaction advisory services, valuations, transaction execution services, office of the CFO, and performance improvement.

Clients use Portage Point for transaction advisory, valuation, interim management, investment banking, operational turnaround, and financial restructuring services supporting middle-market companies. The Chicago-headquartered firm was founded by Matthew Ray.

At Portage Point, Mr. Pollak will lead advisory integration and firmwide technology initiatives. Previously, he held senior leadership roles at KPMG Strategy and AlixPartners.

In October 2024, New Mountain Capital made a minority growth investment in Portage Point Partners.

Filed Under: Briefly, News, People

Abacus Enters 15th Year with Series of Promotions

January 7, 2026 by John McNulty

Abacus Finance Group has promoted Seth Friedman and Eric Petersen from managing director to senior managing director and Greg Scanlon from senior associate to vice president.

Abacus specializes in financing sponsor-led transactions in the lower middle market. Since inception, the firm has closed more than $3.5 billion in financings and targets private debt investments of up to $60 million in companies with EBITDA between $2 million and $15 million.

In October 2025, Abacus closed its first Small Business Investment Company vehicle, Abacus Finance SBIC Fund I LP (Fund I), with $262.5 million in capital. The firm secured $87.5 million in private commitments and leveraged the U.S. Small Business Administration’s SBIC program to reach its hard-cap target. Fund I has already deployed approximately 40% of its capital and expects to invest the remainder over the next 9 to 18 months.

Tim Clifford
Tim Clifford

“Seth, Eric, and Greg are key members of what has become one of the strongest investment teams in our industry. As we celebrate our 15th year, our team’s experience continues to deepen, making us better prepared than ever to meet our goal of providing our customers with resources that deliver swift and efficient service,” said Tim Clifford, the CEO and founding partner of Abacus. “Their promotions reflect our long-standing commitment to fostering professional growth as we continue building an organization that delivers exceptional results for clients and stakeholders. The strength of our investment team and our ability to move quickly are important aspects of why clients can Count on Us™ and the effectiveness of our Total Partnership Approach™.”

Mr. Friedman joined Abacus in 2019 and serves as an investment committee member of the firm’s SBIC fund and leads its capital formation efforts. He has more than 25 years of experience in leveraged finance and investment banking in the lower middle market. Before joining Abacus, Mr. Friedman was a managing director at GB Capital where he led lower middle market business development. Earlier in his career, Mr. Friedman held senior roles at RLJ Credit Management, Perseus Finance and MetLife Investments, and previously worked at Brown Brothers Harriman, Mesirow Financial and LaSalle Bank.

Mr. Petersen joined the firm in 2013 and serves as an investment committee member and chief financial officer of the SBIC fund, while also leading business development efforts. He previously worked in leveraged finance at BNP Paribas and held private equity-backed operational roles at Chromalloy and GE Energy. Earlier in his career, Mr. Petersen spent more than 14 years as a naval officer and F/A-18 fighter pilot.

Mr. Scanlon joined Abacus in 2021 and is involved in structuring, underwriting, executing, monitoring and valuing investments. Prior to Abacus, Mr. Scanlon was an analyst in MetLife’s corporate private credit group.

Abacus is headquartered in New York City and maintains a second office in Portsmouth, New Hampshire. Abacus is an affiliate of New York Private Bank & Trust, which was founded in 1850.

Filed Under: News, People

Paul, Weiss Adds Finance Partner

January 6, 2026 by John McNulty

Paul, Weiss, Rifkind, Wharton & Garrison added Alena Thomas, a finance partner, to its Corporate Department, expanding the firm’s Finance Group. Thomas joined the firm following the recent additions of finance partners Nicholas Schwartz, Mark Adler, and Julie Ann Lamm.

Founded in 1875, Paul, Weiss provides legal services across corporate, finance, litigation, restructuring, and regulatory matters. The firm advises corporations, sponsors, borrowers, and lenders on transactions including financings, restructurings, and complex liability management matters. Paul, Weiss is led by chairman Brad Karp, with Scott Barshay serving as chair of the Corporate Department, and is headquartered in New York.

Ms. Thomas advises sponsors, corporate borrowers, and lenders on acquisition financings, cross-border transactions, debt restructurings, and structured debt arrangements.

Filed Under: Briefly, People

Mesirow Strengthens Investment Banking Bench 

January 5, 2026 by John McNulty

A dynamic duo: Garry Vaynberg and William “Bill” Lynch (left to right) Source – PEP

Mesirow has added William Lynch and Garry Vaynberg as managing directors within its investment banking group, expanding senior coverage across industrial technology and distribution-focused sectors. Both join the firm as part of a broader effort to deepen sector alignment within its existing vertical structure.

“We’re proud to welcome Bill and Garry to Mesirow. Their proven track records will significantly enhance our ability to deliver innovative, high-impact solutions for clients in dynamic sectors with meaningful M&A activity,” said Adam Oakley, Co-Head of Mesirow Investment Banking.

The Chicago-based firm was founded in 1937 and provides merger advisory, capital raising, and strategic advisory services to business owners and institutional clients. Its investment banking group supports clients through sell-side and buy-side transactions, financing assignments, and capital markets execution, led by senior bankers across defined industry verticals.

Mr. Lynch will work alongside Nathan Moeri in industrial technology, while Mr. Vaynberg focuses on distribution and supply chain. Mr. Lynch previously held senior roles at Imperial Capital and ProFinance Associates, and Mr. Vaynberg spent more than two decades at Piper Sandler and earlier worked at A.G. Edwards & Sons and ShoreView Industries.

Filed Under: Briefly, News, People

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