Robert Reifman

Managing Director & Co-Head of Industrials, Lincoln International

Bobby advises clients on the best approach to maximize their investment returns on businesses they hold in the industrial space. He has significant mergers and acquisitions (M&A) advisory experience, working on numerous transactions for leading private equity firms, public companies and private and family-owned businesses. His experience includes buy- and sell-side transactions, cross-border advisory, debt advisory and valuations.

Bobby extends himself beyond the sale process to develop long-term partnerships with clients and provide value at each step of their investment.

Bobby has a deep knowledge of industrial business dynamics and advises his clients regarding changes in regulations, brand competitiveness, manufacturing models and global trends. He leverages his mechanical engineering background to connect with leaders in the industry and has developed trusted relationships. Bobby has strong transaction experience with a broad range of industrial companies, specifically motion control, rubber and plastics, filtration, interconnects, engineered components and systems and tool-related products.

Prior to joining Lincoln, Bobby conducted M&A at Morgan Stanley. His diverse experience includes trading in the automated execution division at TradeLink, a quantitative hedge fund, and engineer consulting at Sargent & Lundy.

Bobby earned a Master of Business Administration (with Honors) from the University of Chicago Booth School of Business and a Bachelor of Science from the University of Illinois.

David Hellier is a Partner and Investment Committee member at Bertram Capital. He oversees Bertram Capital's Origination and Capital Markets team, where he directs sourcing, investment opportunity assessment, intermediary/lender relationship development and sell-side selection processes. Prior to Bertram, David was President and CEO of The Gemesis Corporation, an early innovator in diamond growth technology. At Ask.com (IAC) David's leadership launched Ask Jeeves from the 312th ranked Internet site to the 12th largest site on the Web and built the company into one of the most widely recognized Internet brands. David held senior management positions at Iomega, establishing the company's presence as Managing Director of the Asia Pacific region and subsequently running the $1B North American Sales and Marketing Division. David began his career at Gates Energy Products/Energizer Power Systems. David received his Bachelor of Science degree in Business Administration (1986) and Master of Arts in Economics from the University of Florida (1988).

Peter Lehman, co-founder of Granite Creek and member of the Investment Committee, has been leading private equity transactions and operating businesses since 1998. Peter leads the Firm's investment operations process as well as oversees the Firm's farmland investment platform, Moraine Farmland Partners. He began his career at Dakota Capital Partners, working with Brian Boorstein. Peter received his B.S. in Organizational Studies from Northwestern University.

J. Patrick Galleher is the CEO & Managing Partner of Boxwood Partners, an

investment bank headquartered in Jupiter, FL, where he leads transactions for

Boxwood's M&A advisory services.

Over the past 25 years, Patrick has led sell-side transactions on over 70

engagements. At Boxwood Partners, he and his team focus on transactions in the

lower middle market between $50-$500m in Enterprise Value. Since 2011, Boxwood

has successfully completed over 35 Franchisor sell-side transactions, assisting

founder and private equity-owned businesses to find strategic or private equity

partners for their next stage of growth.

Prior to joining Boxwood, Patrick was CEO of WILink plc (WLK:LSE), a global

financial communications and compliance business which is headquartered in

London, with operations in the United State, Canada, United Kingdom, Continental

Europe, and Sweden. Through its IPO in 2000, Patrick became the youngest CEO

on the London Stock Exchange. In 2006, he successfully led the Company through a

public-to-private transaction with SVIP, a NYC-based private equity group, and

delisting it from the London Stock Exchange.

Patrick made a minority investment in sweetFrog Franchising, LLC in 2012. During

his investment, sweetFrog grew from 15 locations to over 380 locations. In 2015,

Patrick stepped in as Chairman & CEO, until completing a successful transaction

with MTY / Kahala Brands in September of 2018.

Patrick served on the Board of Directors for Issuer Direct (ISDR:NYSE), since 2014.

He was Chairman of the Strategic Advisory and Compensation Committees.

Patrick holds a B.S. in Business Administration from the University of Richmond,

where he played golf for the Spiders. He also holds a degree from the London

Business School, as well as attending the Centre for Creative Leadership (CCL) in

Belgium. He is a founder of the Virginia Chapter of Young President's Organization

(YPO), member of CEO.org and the former Finance Chair of the Southeast U.S. and

Caribbean (SEC) Region of YPO.

Andy founded Levison & Co., the predecessor of Southfield Capital, in November 2002. Before that, he was the Head of Leveraged Finance at Donaldson, Lufkin & Jenrette (DLJ), where he oversaw banking and origination activities for all of the firm's investment banking products for leveraged companies. In particular, Andy focused on high yield securities, leveraged bank loans, bridge loans, and mezzanine/equity investments. While at DLJ, Andy also served as Co-Chairman of the Credit Committee and as a member of the Management Committee of the Investment Banking Division and the Banking Review Committee. Prior to joining DLJ, he was a Managing Director of the Leveraged Buyout Group at Drexel Burnham Lambert and a Vice President of the Special Finance Group at Manufacturers Hanover Trust.

Andy has served on the boards of over 25 public and private companies related to investments and is currently on the board of directors of Ferrellgas Partners, L.P. (NYSE: FGP), Protos Security, Pacific Landscape Management, Property Management Holdings, TFS, and the Levison/Present Foundation at Mount Sinai Hospital. Andy was also the President of The Red Ribbon Foundation in Greenwich, CT. He earned a B.S. degree in Finance from Babson College.

Carl Jenkins is Managing Director and Group Head of Community Capital Solutions for BMO Financial Group. Using a $3 billion allocation of balance sheet capital, the business unit invests in private funds that support lower middle market companies and community-centric real estate. The business also provides construction loans for multifamily affordable housing. Both equity and debt commitments further the Community Reinvestment Act objectives of BMO in the central and western United States.

Equity investments are primarily limited partnerships in conventional private real estate funds and private equity funds licensed by the U.S. Small Business Administration. Sponsors include private investment managers, for-profit developers, not-for-profit organizations and community development financial institutions.

Additionally, Carl chairs the board of directors for BMO Private Equity (U.S.), Inc., the BMO subsidiary that originates mezzanine debt and equity investments directly to operating companies. He earned his bachelor's degree in architecture from Washington University in St. Louis and holds an MBA from the Kenan-Flagler School of Business at the University of North Carolina. He serves on the board of directors for several organizations, including the Disability Opportunity Fund, Enterprise Community Investment, and the Goodman Theatre of Chicago. Carl also serves on the advisory board of multiple lower middle market private equity and credit funds.

Disclosure: Banking products are subject to approval and are provided in the United States by BMO Bank N.A. Member FDIC

Scott Romanoff, Co-Managing Partner of Franchise Equity Partners, spent 28 years at Goldman Sachs and was a Partner for 12 years. He worked within the Investment Banking Division and the Executive Office based in both New York and London. He headed Corporate Development, and co-headed the Financial Institutions Financing Group, providing advice regarding debt and equity financing as well as risk management. He was Co-Chair of the Significant Acquisitions Oversight Group, and member of the GS Bank Management and Firm-wide Finance Committees. A graduate of New York University.

Anthony Guagliano is a founding Partner at Gallant Capital and is responsible for all aspects of the firm's activities. Prior to founding Gallant in 2018, Anthony was responsible for leading investments at The Gores Group. Prior to joining Gores in 2011, Anthony was a Managing Director with Moelis & Company where he led M&A execution for transactions across various industries including technology, business services, consumer and retail, media, healthcare and biotechnology. Prior to joining Moelis, Anthony was a Vice President at UBS where he led the execution on a variety of assignments, including mergers and acquisitions, equity and debt security underwritings, and other advisory assignments. Anthony also previously worked as the Director of Finance at Nomadix, Inc and was an Analyst at DLJ. Anthony serves on the Board of Directors of all Gallant portfolio companies. Anthony received a B.A. in Business Administration with Honours from the Richard Ivey School of Business at the University of Western Ontario.

Marcos A. Rodriguez

Founder, Chief Executive Officer & Partner

Mr. Rodriguez founded Palladium in 1997 and serves as Chairman and CEO.

Prior to forming Palladium, Mr. Rodriguez was a partner of Joseph Littlejohn & Levy, a buyout firm that he joined in 1989.

Before launching his private equity career, he worked in operations for General Electric Company in the U.S., Mexico and France, and graduated from GE's Manufacturing Management Program.

Mr. Rodriguez has served on the Board of Directors of Palladium portfolio companies ABRA, Castro Cheese, Daniel's Jewelers, Jordan Health Services, Second Nature Brands, Teasdale, Taco Bueno, Trachte, TransForce and Wise Foods, among others. Mr. Rodriguez serves on the Board of Trustees of New York-Presbyterian, the University Hospital of Columbia and Cornell. He also serves on the Boards of the Robert Toigo Foundation and the Alfred E. Smith Foundation.

He earned a B.S. in Mechanical Engineering from Columbia University, an M.B.A. from The Wharton School and an M.A. in International Studies from the Lauder Institute of the University of Pennsylvania.

Tom Shapiro is the President and Founder of GTIS. In addition, Mr. Shapiro is the Chief Investment Officer responsible for overseeing all investment activity and strategy of the firm. Mr. Shapiro is also Chairman of the General Partner's Investment Committee and is a member of the Board of Directors of Brazil Hospitality Group, one of the largest owners and managers of hotels in Brazil.

Mr. Shapiro's experience in the real estate industry began in 1988. Prior to starting GTIS, Mr. Shapiro was a Senior Managing Director at Tishman Speyer and a member of the firm's Investment and Management Committees. Most recently, Mr. Shapiro was responsible for Tishman Speyer's global equity capital markets and dispositions groups. Previously, Mr. Shapiro ran GTS Properties, an acquisitions joint venture between Tishman Speyer and Goldman Sachs.

Mr. Shapiro serves on the Undergraduate Executive Board and the Carol and Lawrence Zicklin Center for Business Ethics Review's Private Sector Advisory Board for The Wharton School, University of Pennsylvania from which Mr. Shapiro received a B.S. and graduated magna cum laude.