Growth Investor with GrowthCap‘s RJ Lumba

Backing The Exceptional: Great Hill Partners’ Michael Kumin

In this episode, we speak with Michael Kumin, Managing Director at Great Hill Partners, which he joined in 2002.  Michael serves on the firm’s Investment Committee and Executive Committee.  He focuses on digital commerce and software investments.

Great Hill Partners is a Boston-based private equity firm that invests in high-growth, disruptive companies across five core sectors (software, digital commerce, financial technology, healthcare, and digital infrastructure). Over the past two decades, Great Hill has raised over $12 billion of commitments across eight funds and invested in more than 95 companies.

The Firm was recognized by GrowthCap as a Top 25 Private Equity Firm of 2022.

I am your host RJ Lumba.  We hope you enjoy the show.

Growth Equity Investor: Kayne Partners’ Nathan Locke

In this episode, we speak with Nate Locke, Managing Partner and Co-Head of Growth Equity at Kayne Partners.

Nate has played a key role in partnering with many of the 48 platform investments and contributing to the 25 exits completed by the Kayne Partners team across six funds and six co-investment vehicles.

He was recognized by GrowthCap as a Top 25 Software Investor of 2022.

Nate’s select transaction experience includes the sale of Chicago-based, 4C Insights, MaintenanceNet, Learn.com, 3CInteractive and the recapitalizations of Source Intelligence, and myKaarma.

I am your host RJ Lumba.  We hope you enjoy the show.

Driving Positive Change in Software: Insight Partners’ Rachel Geller

In this episode, we speak with Rachel Geller, Managing Director at Insight Partners where she helps lead investments in high-growth software and internet companies, with a focus on application software and marketplaces.

Rachel has provided investment, growth and M&A support for more than 50 portfolio companies.  She is also a vocal advocate for increased diversity in both the software and investment sectors and is a driving force behind many of Insight’s DE&I initiatives.

Rachel was recognized by GrowthCap as one of the Top Women Leaders in Growth Investing of 2022.

Founded in 1995, Insight has been focused on scaling software companies for over two and a half decades and has invested in over 700 companies worldwide.  The firm has over $90 billion in assets under management.

I am your host RJ Lumba.  We hope you enjoy the show.

A Global Leader in Software Investing: Hg’s Matthew Brockman

In this episode, we speak with Matthew Brockman, Managing Partner at Hg, a leading global software and services investment firm. The firm was recognized by GrowthCap as one of the Top 25 Private Equity Firms of 2022.

Hg has over $55 billion in total funds under management and is supported by a team of over 280 professionals across Europe and North America, with offices in London, Munich, New York, Paris and San Francisco.

Matthew is Managing Partner, Chair of the Investment Committees and a member of the Board at Hg. He focuses on the day to day leadership of the firm and also the Genesis and Mercury fund teams.

Matthew joined Hg in 2010 and originally led the development of the software focused Mercury funds, acting across many of the investments in that fund including Allocate, Intelliflo and Sequel Business Solutions.

I am your host RJ Lumba.  We hope you enjoy the show.

The Investor Instinct: Spectrum Equity’s Ben Spero

In this episode we chat with Ben Spero, Managing Director at Spectrum Equity, a leading growth equity firm that specializes in partnering with internet-based software and information services companies.

Spectrum was started in 1994, and recently closed its tenth fund with $2 billion. The firm has an exceptional track record partnering with founders of high growth, bootstrapped companies as their first institutional investment partner.

Ben joined Spectrum in 2001 and is co-head of the firm, leading their San Francisco office. Some of the investments he’s led for Spectrum include Grubhub, SurveyMonkey, Lucid Software, iPay Technologies, The Knot Worldwide, AllTrails, and Headspace. We chat with Ben about how the firm and growth equity have evolved during his long tenure at Spectrum and some of the investment areas he’s most excited about.

I am your host RJ Lumba. We hope you enjoy the show.

Steadfast in Healthcare Investing: BPOC’s Greg Moerschel

In this episode we chat with Greg Moerschel, Managing Partner at BPOC, a firm committed to middle market healthcare companies, typically led by founders. Greg was recognized by GrowthCap as a Top Healthcare Investor of 2022.

He joined BPOC as a Partner in 1997. Greg currently serves on the boards of Medicus Healthcare Solutions and Maxor National Pharmacy Services. Beyond capital, BPOC has over two decades of accumulated experience to convey to growing businesses.

Many founder-led companies represent the life’s work of a group of dedicated individuals, so BPOC approaches each opportunity with respect and humility. The firm has produced exceptional results for all stakeholders over the years, and contributed to expanded access, improved quality and reduced costs of healthcare delivery.

I am your host RJ Lumba.  We hope you enjoy the show.

Top Women in Growth Investing: Vista Equity Partners’ René Stewart and Rachel Arnold

In this episode we chat with René Stewart and Rachel Arnold, Senior Managing Directors and Co-Heads of Vista’s Endeavor Fund. Endeavor is one of the world’s largest tech buyout funds led by women. Both René and Rachel were recently recognized by GrowthCap as two of the Top Women Leaders in Growth Investing.

Endeavor seeks to capture the opportunity among high-growth enterprise software companies in the lower-middle market. Since launch, Vista’s Endeavor platform has successfully raised two funds and now manages over $2.0 billion, investing in a growing portfolio of innovative businesses with $10 to $30 million in annual recurring revenue.

In the past year, the Endeavor team announced several new platform investments including Schoox, BlueConic, BigTime, Jebbit, OfficeSpace and MedTrainer. Endeavor also realized an investment with the sale of SecureLink.

I am your host RJ Lumba.  We hope you enjoy the show.

PeopleFirst in Private Equity: Alpine Investors’ Graham Weaver

In this episode, we speak with Graham Weaver, Founder and Managing Partner of Alpine Investors, a people-driven private equity firm that invests in software and services businesses.

Since its founding in 2001, Alpine has made almost 300 investments and has hired over 60 executives into its portfolio companies. The firm has embarked on eight funds since inception and currently has $8b in assets under management.  It most recently closed Fund VIII in 2021 with over $2.25b in committed capital.

Alpine was recognized by GrowthCap as a Top 25 Private Equity Firm of 2022.

Graham founded Alpine based on the belief that exceptional people create exceptional businesses, a PeopleFirst philosophy that guides the firm’s choices today. When he’s not inspiring growth at Alpine, Graham teaches a top-rated strategic management course at Stanford’s Graduate School of Business.

I am your host RJ Lumba.  We hope you enjoy the show.

Fueling Today’s Healthcare Innovators: Questa Capital’s Ryan Drant

In this episode, we speak with Ryan Drant, Founder and Managing Partner of Questa Capital, a healthcare venture growth equity firm that invests in breakout growth companies.

Ryan was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.

He has been actively investing in healthcare since 1996. Ryan specializes in the medical device, healthcare services, healthcare technology and specialty pharma sectors. During his investment career, he has served on 42 boards of directors and has overseen the deployment of $1.0 billion in equity capital.

Ryan’s key investments include PocketHealth, Avive, and Bicycle Health.

I am your host RJ Lumba.  We hope you enjoy the show.

Healthcare Growth Maestro: Thomas H. Lee Partners’ Joshua Nelson

In this episode, we speak with Joshua Nelson, Managing Director and Head of the Healthcare Group for Thomas H. Lee Partners also known as “THL”. In his role, Josh leads a dynamic team with  deep understanding of the healthcare space and operating experience. Josh was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.

THL invests in middle market growth companies exclusively within selected Identified Sector Opportunities (ISOs) in three industry groups: Financial Technology & Services, Healthcare and Technology & Business Solutions.  Since 1974, the firm has raised more than $34 billion of equity capital and has invested in over 160 companies. 

Josh is currently on the board of Adare Pharma Solutions, Agiliti Health, Inc., Autism Home Care Holdings, Inc., CSafe Global, Hospice Care, Intelligent Medical Objects, Nextech, Professional Physical Therapy (ProPT), Senior Home Care Holdings, Inc. and Smile Doctors. 

I am your host RJ Lumba.  We hope you enjoy the show.