Private Equity Fast Pitch

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.