Growth Investor with GrowthCap’s RJ Lumba

In this episode, we speak with Scott Kauffman, Founding Partner and Head of Investments at Motive Partners, a private investment firm exclusively focused on financial technology and technology-enabled business services companies ranging from early-stage ventures to growth equity and buyout, that are primarily based in North America and Europe.

Since its founding in 2016, Motive Partners has made 67 investments and raised $6.4 billi...

In this episode, we speak with Haley Van Cleve, Partner at Alpine Investors, a people-driven, software-focused San Francisco private equity firm with over $18.5 billion in assets under management. 

Alpine has completed more than 1,000 investments throughout its history and has nine flagship funds. The firm has been around for 25 years and emphasizes building enduring companies by working with and developing exceptional people.

In this episode, we speak with Stewart Lynn, Partner at Serent Capital, a growth-focused private equity firm that partners with founder-led B2B software and technology-enabled services companies.

Founded in 2008, Serent has partnered with leadership teams at more than 100 software and technology-enabled services companies and today, the firm has more than $7 billion in assets under management.

Stewart leads software investments acr...

It is a distinct pleasure to share with all of you our listeners this special episode which was recorded live at the third annual Jackson Hole Forum, which we hosted this past July.  

We had four notable speakers on this first panel and RJ Lumba moderated the conversation. The main theme for the panel was The Investor's Perspective on AI and Technology. Many of the questions came from audience members.  

For a b...

In this episode, we speak with Alex Venino, Managing Director, and Spencer Miles, Technology Operating Partner, at Corsair Capital, a specialist investment firm with approximately $14.6 billion invested across Buyouts and Infrastructure.

Founded as a J.P. Morgan private equity practice in 1992 before becoming an independent, partner-owned firm in 2006, Corsair specializes in control buyouts in the payments, software, and business s...

In this episode, we speak with Jan Bruennler, Managing Partner, and Visar Shabi, Portfolio CTO at Bregal Milestone, a leading European growth equity firm investing in fast-growing, mission-critical software businesses across Europe.

With approximately €2.3 billion of capital and more than 60 investments completed since inception, Bregal Milestone provides growth capital and operational support to help build market-leading software ...

In this episode, we speak with Brian Barlow, Co-Founder and CEO of Sidewalk Infrastructure Partners (SIP), a company focused on building and scaling businesses that support the next generation of critical energy and digital infrastructure.

As demand for energy and computing power continues to grow, existing infrastructure systems are facing increasing strain. SIP develops businesses and projects designed to help modernize these sys...

In this episode, we speak with Mike McGinn, Partner and Co-Head of Growth at Sixth Street.  He is based in New York and focuses on private investments in growth-oriented companies.

Sixth Street Growth provides growth equity and bespoke capital solutions to mid- and late-stage technology companies. It is the dedicated growth investing platform of Sixth Street, a leading global investment firm with over $130 billion in assets un...

In this episode, we speak with Devon Kirk, General Partner at Portage Capital Solutions, the flagship growth strategy within Portage, focused on providing flexible capital solutions to later-stage fintech and financial services companies.

Portage is a global investment platform with $6.4 billion in assets under management and more than 25 investment professionals across North America, Europe, and the Middle East. The firm...

In this episode, we speak with Reed Van Gorden, Managing Director of Deerpath Capital, a leading provider of cash-flow based senior debt financing to lower middle market companies across a diverse range of industries and transaction types.

Founded in 2007, Deerpath’s mission is to be the premier direct lending firm in the middle market, built on long-term relationships with investors, borrowers, private equity sponsors, and m...

In this episode, we speak with Todd Abbrecht, Co-CEO of THL Partners, a premier private equity firm investing in middle-market growth companies exclusively within three sectors: healthcare, financial technology & services, and technology & business solutions.

Since 1974, THL’s team has managed or deployed $50 billion of equity capital, worked with over 175 partner companies worldwide, and fueled more than 700 add-on a...

In this episode, we speak with Frank Karl, Managing Director of Kayne Anderson’s Private Credit strategies and President of Kayne Anderson BDC.

Kayne Anderson Private Credit, the direct lending arm of Kayne Anderson Capital Advisors, has deployed over $14 billion since 2011 across senior credit funds, BDCs, and other vehicles, managing more than $7 billion in assets. The firm focuses on capital preservation through secured, c...

In this episode, we speak with Vinny Pujji, Co-Founder and Managing Partner at Left Lane Capital, a New York- and London-based global venture capital and growth equity firm investing in hyper-growth consumer and technology businesses with enduring customer relationships.

Founded in 2019, Left Lane manages approximately $2.5B in assets and operates with a lean, high-performance team focused on partnering with entrepreneurs building ...

In this episode, we speak with Michael Henriques, Partner and Senior Portfolio Manager at Magnetar, a multi-strategy alternative investment manager with more than $22 billion in AUM.

Founded in 2005, the firm invests across public and private markets in the U.S. and Europe, with a focus on alternative credit, fixed income, and venture strategies. Its Alternative Credit & Fixed Income business targets Specialty Finance, Structur...

In this episode, we speak with Alexander Gorokhovskiy, Managing Director and Head of North American Corporate Direct Lending and Venture Debt at Deutsche Bank Private Credit & Infrastructure (“DB PCI”). 

DB PCI provides financing, structuring, and risk management solutions across four product verticals: Corporate Direct Lending & Growth Debt, Fund Finance, Digital Infrastructure & Appraisable Assets, an...

In this episode, we speak with Adam Hemmer, Managing Director at TSG Consumer, a leading consumer-focused private equity firm with approximately $13 billion in assets under management.

With a 35+ year track record of building iconic brands, TSG leverages deep consumer expertise to partner with exceptional leaders and transformational brands, helping them grow and adapt to the ever-evolving needs of their consumers.

Adam works close...

In this episode, we speak with Trevor Clark, Founder and Managing Partner of Twin Brook Capital Partners, TPG’s middle-market direct lending business. Founded in 2014, Twin Brook provides tailored, cash flow–based financing solutions to middle-market private equity–backed companies across North America. 

Based in Chicago, Twin Brook has approximately 125 dedicated professionals and offers a flexible product s...

In this episode, we speak with Brett Hickey, Founder and CEO of Star Mountain Capital, a specialized U.S. lower middle-market asset management firm. Founded in 2010, Star Mountain focuses on providing debt and equity capital to established, growing small and medium-sized businesses, as well as acquiring LP interests in lower middle-market funds, often at a discount.

Star Mountain manages approximately $4.5 billion in assets under m...

In this episode, we speak with Ben Levin, Co-Founder and CEO of Level Equity, a lower middle market private investment firm focused on providing capital to rapidly growing software and technology-enabled businesses. Founded in 2009, Level Equity has raised over $4.5 billion across closed funds and co-investments, completed more than 125 investments, and operates out of New York City and Greenwich, CT.

Ben shares how Level’s d...