Interchange Capital Partners的动态

As I reach the end of my second term as Managing Partner at Borenius, I am excited to announce that my esteemed colleague, Johan Roman, will assume the role of Managing Partner. Johan has been a key member of our management team during my tenure and is ideally suited to steer Borenius into its next phase of growth. Reflecting on my eight years and two terms as Managing Partner, the paramount question arises: What has been most crucial? Above all, I am reassured that the firm is in a stronger position than when I began. The journey of developing a firm and its culture is ongoing, yet I take modest pride in the progress achieved under my stewardship. Assuming the role of Managing Partner at 40 in 2016, I initially doubted my readiness, lacking the typical "gray hair" and not fitting the conventional profile for the role. My background in environmental and natural resources law and a focus more on people, culture, innovation, and opportunities than on financials as such made me an unconventional choice. Nevertheless, it swiftly became apparent that a focus on people, culture, and leadership is integral to financial success—a notion that, though now self-evident, was somewhat pioneering at the time. Throughout my tenure, I've had the privilege of continuing to advise clients while engaging with C-suite executives, leveraging extensive networks, and adopting a strategic and business-oriented approach as Managing Partner. This role has enriched my capabilities as an advisor, bridging business insights with policy-making to unlock new avenues for delivering value. As I transition from my role, I am thrilled to continue my journey with Borenius, leading our market-leading team focused on industrial investments and green transition projects. This aligns with my passion, and I am keen to devote my full energy to advising on large-scale projects. Serving as Managing Partner has been a profound honor, and I am proud of our collective achievements. I look forward to witnessing the firm's ongoing success under Johan's skilled leadership, which merges the strengths we have cultivated with the vision and leadership our clients trust and value. Here's to new beginnings and the continued prosperity of Borenius! ?

Having spent years working with private equity clients, we are delighted to have added to our offering in this space by welcoming Peter Keller to Venari Partners! We are thrilled to have added valuable experience to our private equity team – and now that Peter has well and truly settled in, we thought it would be a good idea to outline his experience in this sector while providing an overview of the market and what to expect as we expand our PE offering. Why is it more important than ever for PE firms to drive value creation through adding talent? Check out the article for more on Pete’s career to date, the state of play for PE right now, and how having the right talent strategy can pay dividends. #privateequity #industrials #executivesearch #talent

So many people ask me "what is Harbor's advantage?". Here it is in a nutshell: At Harbor Capital Advisors, Inc., we believe we know the boutique manager landscape better than anyone else. Our search for investment partners focuses on the potential for results. 1. We scour the globe to find elite boutique managers. 2. We evaluate them, assuming they’re never as good as they claim. 3. Those who make the cut serve as managers for our products: https://lnkd.in/g2DQWybd 4. Our due diligence and oversight continue, as we consistently assess their performance. 5. We strategically add to our lineup of partners and products to fill gaps, offer alternatives, and help you prepare for the evolution of the industry and the markets.

?????????????????? ???? ?????????????? ?????? ?????????? ???????????????????????? Today, I want to share a little about our CEO and Founder, Coble Jorgensen. (She also happens to be my wife, so I might be a smidge biased here). Coble majored in Psychology at Harvard, dabbled in pre-med, interned in i-banking, real estate, neuroscience and the state department, practiced estate planning and probate litigation, volunteers as a mediator, and serves on numerous boards. She has always been an active investor and served in many fiduciary roles prior to founding Cap Six, but she NEVER worked in asset management. Personally, I think that’s a feature, not a bug…perhaps her biggest strength on our team. While Rachel Gilbert and I spent years immersed in the asset management industry eager to revolutionize it from within, we still come to Cap Six with industry-embedded perspectives. Coble, on the other hand, brings a fresh, common-sense investor viewpoint that keeps us grounded and innovative. Diversity of thought is incredibly important for any business, and it is desperately needed in asset management. Coble’s varied background gives her a unique lens through which she views our business. Her experience across multiple disciplines means she isn’t confined by traditional industry thinking. She questions the status quo and brings a fresh perspective that’s crucial for our mission to deliver outstanding results for our clients. I’m posting a pic from our wedding party in 2009. I didn’t know I was marrying my business partner. She didn’t know she was ?? "looking for a man in finance, without a trust fund, 5'10", brown eyes," ?? but she got one anyway. ?? #InvestmentManagement #Diversity #Innovation #CapSix #Leadership #WomenInFinance #WomenOwnedBusiness ????

Deal Sourcing Insights! In my 50th episode of Source Talks, sponsored by Sutton Place Strategies, by Bain & Company, I conduct an extended interview with Jay Jester of Plexus Capital, LLC. Jay is a leader in the art of private equity investing and business development. Here he discusses the most valuable lessons he’s learned over his career, the firm’s collaborative approach to deal sourcing, and an exciting new deal. #privateequity #dealsourcing #dealorigination

#1 // Stanimir Sotirov – ???????????????????? ????????????????? ?????? ?????????????? ???????????????? "Initially, I was curious about the data-driven approach, as it is highly differentiated in an industry where the majority of decisions are made on a predominantly qualitative basis. After meeting the team, it quickly became clear that the people and culture are Penguin’s true differentiator and by far the main reason why I decided to join." ???????? ?????????? ?????????????????????? ???? ?????????????? "Spending time with my family in the nature surrounding Munich. We particularly enjoy visiting the many lakes such as Starnberg, Eibsee and Walchensee to name just a few.” ???????? ???? ???????? ???????????????? ?????????????????? "Applying the pareto principle across my personal and professional life. It helps me always stay focused on the activities that deliver the greatest value while maintaining efficiency." ????????/?????? ???????????????? ???????? "I am always inspired by people who come from humble beginnings but managed to be successful at the highest level against the odds. While there are many great examples, due to my personal background and interests I lean towards Hristo Stoichkov in sports (1994 ballon d’or winner and fellow Bulgarian) and Orlando Bravo in business." ???????? ???????????? ???? ???????? ???????? ??????????????? "The hybrid model works well for me as I love being able to stay close to my family, while also having the chance to spend time with my amazing colleagues." ???????? ???? ???????? ?????????????????????? "I’ve spent five years at the Boston Consulting Group’s PE practice, working on projects spanning from commercial Due Diligence through portfolio company value creation and all the way to setting up a fund of funds and direct Private Equity investments arm from scratch at a sovereign wealth fund." #MeetTheTeam #PenguinCapital #PrivateEquity #Finance #Investment #MunichLife #Inspiration #Teamwork #LifeHack #RoleModel #Investing

Simone Girardeau returns with part two of her series on the role of Value Creation in a private equity context, and what it means for management teams. She sets out the different models of Value Creation team, and the important role they might play pre-deal, during the hold and at exit. One of the things that differentiates us at Coppett Hill Growth Advisory is that we have worked in private equity value creation and investment roles, as operators and as consultants, meaning we can help to translate between these worlds. We aim to shed some light on the context behind certain Board dynamics, requests from your PE representative, or changes in priorities. Link in the comments. #valuecreation #privateequity #growth #strategy #gotomarket

?? We're just one week away from the D.E.A.L. Playbook Seminar! Have you registered yet? https://lnkd.in/g2gWkGgk ?? Join us on October 9 - 10 as Tom Turmell from TMT Capital Partners, LLC and Kellogg School of Management covers: ?? "The Backstage Pass to Private Equity": Learn different types of PE investments, attributes to seek (and avoid) in a PE Partner, and most common pitfalls when selling to PE. ??"Surviving Due Diligence": Learn key steps for preparing your company for sell-side diligence (i.e., cleaning house) and best practices Buyers deploy to evaluate risk and discover additional value. We hope to see you in a week!

About two weeks ago, I was pleased to attend a virtual insight day at Rathbones Asset Management. It was a highly enjoyable, highly informative and pleasantly interactive day focused on the areas of investment management, financial planning, differences between the two functions, and in-depth presentations/discussions about the various services that Rathbones provided to its clients, as a buy-side firm in the universe of the financial services industry. We also discussed the exciting recent merger between Rathbones and Investec Wealth & Investment UK, which took place in 2023. Over the course of the day, we heard from a number of remarkable people at Rathbones, who walked us through each of their unique experiences at Rathbones, and who were more than happy to answer the multitude of questions presented to them by curious and fascinated graduates like myself. It was an overall excellent experience, and I’ll be sure to apply the knowledge that I gained through this insight day, to my graduate career in the financial markets. I’d lastly like to give a special thank you to all of these people, (non-exhaustive) who contributed in making this insight day as excellent as it was: Lorna Williamson, Nicola Day, Emma Renals, Stephanie Savage #Rathbones #Investec #investmentmanagement #assetmanagement #wealthmanagement #finance #financialplanning #buyside #financialmarkets #financialmarkets #insightday #graduate

Simone Girardeau returns with part two of her series on the role of Value Creation in a private equity context, and what it means for management teams. She sets out the different models of Value Creation team, and the important role they might play pre-deal, during the hold and at exit. One of the things that differentiates us at Coppett Hill Growth Advisory is that we have worked in private equity value creation and investment roles, as operators and as consultants, meaning we can help to translate between these worlds. We aim to shed some light on the context behind certain Board dynamics, requests from your PE representative, or changes in priorities. Link in the comments. #valuecreation #privateequity #growth #strategy #gotomarket