The goldilocks of private equity: finding alpha in the middle market

The goldilocks of private equity: finding alpha in the middle market

06 Nov 2023|SuperReturn
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Kelly DePonteKelly DePonteManaging Director at KD Advisory LLC

Kelly is the Managing Director at this boutique private market advisory and consulting firm (kellydeponteadvisoryllc.com). He is a Senior Advisor at Probitas Partners, a global private market placement agent, where he was previously the Head of Research, and is a member of the Advisory Board at the Investment Management Due Diligence Association. He has an MBA in finance from the UCLA Anderson School of Management and a BA from Stanford University.

Ami SamuelsAmi SamuelsPartner at Gatewood Capital Partners

Ami is a Partner at Gatewood Capital Partners and plays a key role in transaction origination, execution, marketing and portfolio management.

Ami has over 20 years of Private Equity and Venture Capital investment experience.

Ami spent 6 years working in the Satellite Communications industry and has over ten years of investment banking experience in New York and Tel Aviv.

Ami graduated from the Yale School of Management and from Haifa University.

Mark WeinbergMark WeinbergPartner & Head of Private Equity at 26North

Mark is a Partner and Head of Private Equity at 26North.

Prior to joining 26North in 2023, Mark was a Managing Partner in Brookfield’s Private Equity Group.

Prior to joining Brookfield, Mark was an Associate in Lehman Brothers’ Global Restructuring Group. Before that, Mark was a High Yield Research Analyst at CIBC World Markets, where he covered the telecommunications space.

Mark also held positions in the Investment Banking and High Yield Research Divisions of Deutsche Bank and Bankers Trust, and in the Private Wealth Management Department of Sanford C Bernstein.

Mark received a BA from the University of Michigan and an MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.

Mark previously served on the Boards of Directors of Berkshire Hathaway HomeServices, Brand Energy & Infrastructure Services, Clarios International Inc., DexKo Global Inc., Longview Fibre Paper & Packaging, and Westinghouse Electric Company.

Michael ChoeMichael ChoeManaging Director & CEO at Charlesbank

Michael has served as the Chief Executive Officer and Managing Director of Charlesbank Capital Partners since July 2017. Michael has over 25 years of private equity experience, having joined Harvard Private Capital Group, the predecessor to Charlesbank, in 1997. Prior to that he was a business analyst at McKinsey & Company, where he focused on corporate strategy work.

At Charlesbank, Michael was instrumental in adding Credit and Technology strategies to complement the firm’s flagship private equity platform. In addition, he helps lead the firm's business services and technology teams, including sourcing and investment efforts.

Michael serves on the boards of portfolio companies Lido Advisors, Park Place, Six Degrees, Sound United and World Insurance Associates. He also serves on the Board of Governors of Partners in Health, the Board of Trustees of Nativity Preparatory School of Boston and the Board of Directors of Wayfair. He lived in Seoul, Korea, before moving to Boston for college, graduating with a bachelor’s degree from Harvard University. Today he lives with his wife and two children in Boston. In his free time, he enjoys skiing, hiking and other outdoor activities with his family.

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Description

Easy value creation and attractive growth potential: what’s the appeal of the middle market for investors? How have mid-market funds performed versus large buyout funds in the current environment? How are mid-market managers finding new ways to solve old problems and tackle expected and unexpected challenges head on? What are the opportunities of the add-on acquisition era in middle-market PE?

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