Growth Investor with GrowthCap‘s RJ Lumba

In this episode, we speak with Jeffrey Stevenson, Managing Partner of VSS Capital Partners, a private investment firm that invests in healthcare, business services, and education companies.

Since its founding in 1987, VSS has partnered with lower middle-market companies, working closely with management teams to facilitate their next stage of growth. With approximately $4 billion in committed capital across eight funds, VSS has comp...

In this episode, we speak with David Katz, Managing Director at Charlesbank Capital Partners, a $24 billion AUM middle-market private equity firm that spun out of the Harvard Management Company in 1998. Drawing on its endowment heritage, Charlesbank takes a research-based approach to investing across its four target sectors: business & consumer services, healthcare, industrial, and technology. The firm partners with management ...

In this episode, we speak with Kirk Konert, Managing Partner at AE Industrial Partners—a private investment firm with $7.2 billion in assets under management, focused on specialized sectors including national security, aerospace, and industrial services.

Since its founding in 1998, AEI has completed more than 140 investments in market-leading companies, leveraging deep industry expertise, operational experience, and a broad network...

In this episode, we speak with Randall Eason and Keoni Schwartz, Co-Founders and Managing Directors at Altamont Capital Partners, a private equity firm focused on transforming and scaling lower-middle market companies through deep operational expertise and value-creation capabilities.

Since its founding, Altamont has invested in over 45 companies across the industrials, business services, financial services, and franchising & m...

In this episode, we speak with Bob Morse, Co-Founder and Managing Partner at Strattam Capital, a private equity firm with over $1B in AUM, partnering with founder-led B2B software and technology companies positioned to become vertical market leaders.

Since its founding in 2014, Strattam has completed more than 50 partnerships—helping founders scale their teams, expand market reach, and adopt transformative technologies—including AI...

In this episode, we speak with Marco Ferrari and Tom Reardon, Managing Directors and Co-Heads of North America at PSG, a growth equity firm that partners with software and technology-enabled services companies to navigate transformational growth, capitalize on strategic opportunities, and build strong teams.

Since its founding in 2014, PSG has backed more than 150 companies and facilitated over 520 add-on acquisitions, bringing dee...

In this episode, we speak with Jeff Chapman, Head of Growth Lending at Wellington Management, a global investment firm with over $1.2 trillion in assets under management.

Founded in 1928 and headquartered in Boston, Wellington offers a broad platform spanning public equities, fixed income, private credit, alternatives, and multi-asset solutions. Within that, the firm manages more than $400 billion in fixed income and credit strateg...

In this episode, we speak with Mark Haller, Managing Director and Founding Principal of Sumeru Equity Partners, a technology-focused growth equity firm investing in leading enterprise software companies.

Sumeru has invested more than $3 billion across more than 50 platform and add-on investments spanning enterprise and vertical SaaS, data analytics, education technology, infrastructure software, and cybersecurity. 

Mark has been wi...

In this episode, we speak with Russ Roenick, Co-Founder and Managing Partner at Transom Capital Group, an operationally focused private equity firm known for thriving in complexity and unlocking value in the middle market.

Based in Los Angeles, Transom specializes in corporate carve-outs and lender-owned businesses. Supported by an in-house operations team with deep functional expertise, the firm partners with management teams to t...

In this episode, we speak with Matt Amico, Partner at Turn/River Capital, a lower middle market private equity firm redefining growth with its proprietary growth engineering strategy—built to accelerate revenue and create lasting value.

Matt’s career path has taken him from Tufts University to Goldman Sachs and SkyBridge before joining Turn/River in 2018.  Throughout his career, Matt has shown a unique ability to identify and partn...

In this episode, we speak with Kevin Bhatt, Managing Partner at Long Ridge Equity Partners, a specialist growth equity firm focused on the financial and business technology sectors. 

Kevin joined Long Ridge in 2010 and serves as a Managing Partner and member of the firm’s Investment Committee. He leads the overall strategic direction of the firm and oversees deal teams responsible for sourcing, evaluating, and managing portfolio co...

In this episode, we speak with Snehal Antani, Co-Founder and CEO of Horizon3.ai, a cybersecurity company that delivers autonomous penetration testing through its flagship platform, NodeZero. Designed to run real attacks in live environments, the platform helps organizations proactively find, fix, and verify exploitable vulnerabilities before malicious actors can strike.

The company recently raised $100 million in Series D funding, ...

In this episode, we speak with Marc Freed-Finnegan, Co-Founder and CEO of Chalk, a data platform that powers machine learning and generative AI with real-time, Python-native infrastructure for developers and data teams.

Chalk recently raised a $50 million Series A round at a $500 million valuation. The round was led by Felicis, with participation from Triatomic Capital, General Catalyst, Unusual Ventures, and Xfund. The funding wil...

In this episode, we speak with Piotr Tomasik, Co-Founder and President at TensorWave, a cutting-edge cloud platform purpose-built for AI workloads that delivers high-performance computing with AMD MI300X accelerators and a best-in-class inference engine.

TensorWave recently raised $100 million from Magnetar, AMD Ventures, Maverick Silicon, Nexus Venture Partners, and Prosperity7. The capital infusion strengthens the company’s abili...

In this episode, we speak with Mark Gormley, Partner at Lee Equity Partners, a middle-market private equity firm that partners with entrepreneurs and management teams primarily in the financial and healthcare services sectors.

Going on nearly two decades, the firm leverages a thematic investment strategy and deep sector expertise to collaborate with talented management teams, accelerate growth, and build market-leading businesses....

In this episode, we speak with Chris Hadley, Managing Director at Berkshire Partners, a 100% employee-owned investor in private and public equity. The private equity team invests in well-positioned, growing companies across business & consumer services, healthcare, industrials, and technology & communications.

Founded in 1986, Berkshire is currently investing from its Fund XI, which closed in 2024 with $7.8 billion in commi...

In this episode, we speak with Dina Said Dwyer, Founder and Managing Partner of Eden Capital Management, a New York-based private equity firm focused on scaling private companies at critical inflection points in technology, business services, and education.

Founded in 2015, Eden Capital partners with founders and management teams to grow businesses with proven, scalable models, deploying $20–$75 million through flexible investment ...

In this episode, we speak with Tyler Wolfram, a Managing Partner at Oak Hill Capital, a longstanding private equity firm that has been investing in the North American middle market for nearly 40 years.

Oak Hill applies a specialized, theme-based approach to investing across services and digital infrastructure.  Since 1986, Oak Hill and its predecessors have raised over $23 billion in initial capital commitments and co-investments a...

In this episode, we speak with Marc Bhargava, Managing Director at General Catalyst, an investment and transformation firm partnering with entrepreneurs to build global resiliency and applied AI.

Founded in 2000, General Catalyst has $36B in assets under management and recently raised an additional $8B to accelerate investments in early-stage ventures, company creation, and ecosystem transformations. With a focus on innovation, GC ...