Brainscape's Knowledge GenomeTM


Top Flashcards (Certified)
All Flashcards

Advisor Names > Advisor Names > Flashcards

Advisor Names Flashcards

1
Q

Richard Furseth

A

Banker at Harris Williams; based in Minneapolis; focused on F&B; Met via intro from LEK September 2022

Intro’s us to Priyanka Naithani and Ryan Costa

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Rodd Langenhagen

A

Banker at Greenhill in Boston focused on software; especially industrial software; introduced by Borja Olaso October 2022; met in Boston at Starbucks with Abhik Das

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Scott Mattson

A

Banker at William Blair; met in Boston October 2022 which Abhik Das; involved in Targa sale in 2020

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Steve Boyko

A

Co-head of Private Credit at Proskauer; met in Boston October 2022 with Abhik Das and Steve Peck; intro from Ben Davis

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Steve Peck

A

Lawyer at Proskauer in Boston; equity focused; met in October 2022 with Steve Boyko and Abhik Das

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Jim Upchurch

A

CEO of Caltius Capital, an LA-based provider of structured capital; mentioned by Steve Boyko at Proskauer October 2022; intro’d me to Gavin Bates

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

Priyanka Naithani

A

Banker at Harris Williams in Boston; met in Boston October 2022 with Ryan Costa; focused on cybersecurity and ‘architecture, engineering, and constitutional’ (AEC); intro by Richard Furseth

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

Ryan Costa

A

Banker at Harris Williams in Boston; met in Boston October 2022; focused on architecture, engineering, and construction (AEC) and supply chain; intro by Richard Furseth

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

Todd Meadow

A

Director at Lazard in NYC; met in October 2022 standing coffee shop near NBC building;

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Franklin Harris

A

Sponsor coverage at Lincoln; met in NYC October 2022 with Mihir Shah and Abhik Das; lives in Florida

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Mihir Shah

A

Debt advisory at Lincoln; met in NYC with Franklin Harris and Abhik Das October 2022; very direct lender-y

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

Chad Coben

A

Senior MD at FTI in Dallas. Introduced by Ernesto Plevisani (Madrid) October 2022 alongside Chuck Carroll. Son studying in Madrid.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

Chuck Carroll

A

Senior MD at FTI in Dallas; introduced by Ernesto Plevisani (Madrid) October 2022 alongside Chad Coben

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Gavin Bates

A

Managing Director at Caltius in LA; introduced by Jim Upchurch (Caltius founder) October 2022

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

Kim Wasley

A

Director at Piper Sandler in SF; first connected September 2022 via intro from Alison Schilling (LEK); showed us Pinstripes

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Kyle Brown

A

CEO of Trinity Capital; introduced by Paul Valentine (Quarles & Brady) October 2022

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

Brian Friedman

A

Head of Capital Advisory at William Blair in Chicago; introduced by Drew Janes September 2022 and again by Scott Mattson in October 2022; works with Evan Kornack

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

Evan Kornack

A

Works in Capital Advisory team at William Blair in Boston; introduced by Scott Mattson October 2022

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

Kevin Fechtmeyer

A

CEO of CaveCreek Capital in Phoenix

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

Heather Mosbacher

A

Managing Director at Brown, Gibbons, Lang and Company in New York; spoke to in September 2022; met in NYC with Abhik October 2022

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

Josh Benn

A

Global Head of Consumer M&A at Kroll; spoke to in September 2022 and met in NYC October 2022 solo

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

Sam Sandford

A

Managing Director at Greenhill in Consumer sector in New York; met October 2022 in NYC with Jay Barnes (on screen), Brian Sargenti, and James Babski

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
23
Q

Jay Barnes

A

Managing Director at Greenhill in the healthcare space; met October 2022 (he was onscreen) in NYC with Sam Sandford, James Babski, and Brian Sargenti

24
Q

Brian Sargenti

A

Principal at Greenhill in NYC in sponsor coverage; met in October 2022 with Sam Sandford, Jay Barnes (on screen), and James Babski

25
Q

Spencer DePree

A

Good and Beverage Director at Baird in Chicago; met briefly on a call (while at Weftec in New Orleans) October 2022 with Glen Clarke

26
Q

Glen Clarke

A

Managing Director at Baird in Chicago; met briefly on a call (while at Weftec in New Orleans) October 2022 with Spencer DePree

27
Q

Doug Jackson

A

Managing Director at Greenhill in Chicago; Co-head is US M&A; Met in September 2022 in Chicago following intro from Borja Olaso

28
Q

John Farr

A

Managing Director at Columbia West Capital in Phoenix

29
Q

Rory O’Sullivan

A

London based MD at Kroll focused on technology; introduced me to Josh Benn in NYC team in September 2022

30
Q

Bryan Frederickson

A

Managing Director at GulfStar Group in Houston; first connect October 2022; colleague of Cliff Atherton

31
Q

Cliff Atherton

A

Managing Director at GulfStar Group in Houston; sent cold email October 2022 but didn’t hear back; colleague of Bryan Frederickson

32
Q

Matt Norton

A

Partner at Madison Dearborn in Chicago

33
Q

Alex Fisher

A

Director at Madison Dearborn in Chicago

34
Q

Pat Hopkins

A

Managing Director at Livingstone in Chicago; met September 2022 in Chicago with Marisa Ramirez; building products

35
Q

Marisa Ramirez

A

Director at Livingstone in Chicago; met in Chicago in September 2022 with Pat Hopkins; sponsor coverage

36
Q

Mike Jenny

A

Managing Director at Stout in Chicago; met September 2022; Industrials

37
Q

Matt Storkman

A

Director at DC Partners in Chicago; met for lunch September 2022; industrials; Intro from Pablo del Palacio

38
Q

Steve Hull

A

Head of Transport and Logistics at Piper Sandler in Chicago; met September 2022 in Chicago with Frank Damian

39
Q

Frank Damian

A

Vice President at Piper Sandler in Chicago; met September 2022 in Chicago with Steve Hull

40
Q

John Collmer

A

Global Head of Private Capital Markets at Citigroup; intro’d by Pedro Lami (UK) in October 2022

41
Q

Dean Asofsky

A

Head of M&A N. America at Rabobank; intro from Justin Craigwell (LEK)

42
Q

Roger Briggs

A

Head of M&A Sector Coverage at Rabobank North America; intro from Justin Craigwell

43
Q

Nick Maroules

A

BDO Transaction Services in Chicago; met September 2022; Introduced me to Scott Hendon

44
Q

Todd Kinney

A

BDO National Relationship Director for PE Services in NYC; Abhik Das met in October 2022 in NYC

45
Q

Scott Hendon

A

BDO head of US and Global PE strategy; based in Dallas; met October 2022 at Breadwinners

46
Q

Brendan Tierney

A

Head of Water sector at Raymond James; lives in Phili but works in NYC; met October 2022

47
Q

Jo Trahms

A

Head of environmental services / ESG at William Blair in Chicago; met October 2022; lived in London 5 years

48
Q

Mike Castelli

A

Director in Private Capital team at Citi in New York; Intro October 2022

49
Q

Adrian Cone

A

SVP at Jefferies in NYC; intro from Vinod Stalam Nov 22; covers European sponsors growing in US

50
Q

Leon Chen

A

Preferred Capital strategy at Kayne Anderson. Met November 2022 in LA; intro from Tim Davitt

51
Q

John Kinsella

A

Director at RW Baird in Chicago; met virtually November 2022; industrial sector with water specialty

52
Q

George Mavredakis

A

SVP at Houlihan Lokey in New York; intro call November 2022; sponsor coverage team

53
Q

Managing Director in Houlihan Lokey’s Capital Markets team in New York; met on call November 2022 along with colleagues Chris Hasting and Scott Kolbrenner

A

Sean Fitzgerald

54
Q

Capital Markets team at Houlihan in New York; had met previously via Michele while at DC Advisory but reconnected November 2022 on a call with colleagues Sean Fitzgerald and Scott Kolbrenner

A

Chris Hastings

55
Q

Co-head of TMT at Houlihan

56
Q

MD at Houlihan in NYC; focus on industrial technology, particularly water

A

Samrat Karnik

Advisor Names (3 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2025 Bold Learning Solutions. Terms and Conditions