Speakers

Dan Primack
Kevin T. Callaghan
Martin Mannion
Michael McIvor
Jill A. Greenthal
Josh Bekenstein



Josh Bekenstein
Managing Director
Bain Capital LLC

Josh Bekenstein is a Managing Director of Bain Capital LLC, a leading global private investment firm based in Boston. Mr. Bekenstein helped start Bain Capital in 1984 with a number of colleagues from Bain & Company, the management consulting firm. Since then, Bain Capital has grown to over 500 people and has made private equity investments and add-ons in over 250 companies across a variety of industries. In addition, the firm has expanded into several other asset classes and currently manages several pools of capital including private equity, high-yield assets, mezzanine capital and public equity. The firm now has over $50 billion in assets under management.

Mr. Bekenstein serves as a board member of several corporations, including Bombardier Recreational Products, Burlington Coat Factory, Dollarama, Waters Corporation, Michaels Stores, Toys R Us, and Bright Horizons Family Solutions, as well as many community and educational organizations, such as the Dana-Farber Cancer Institute, Horizons For Homeless Children, City Year, New Profit Inc., New Leaders for New Schools, and the Yale Corporation Investment Committee. Mr. Bekenstein holds a BA from Yale and an MBA from the Harvard Business School. He lives in Wayland, MA with his wife and five children between the ages of eleven and nineteen

 

Jill A. Greenthal
Senior Advisor
Corporate Private Equity

Jill A. Greenthal is a Senior Advisor in the Private Equity group. Prior to September 2007, Ms. Greenthal was a Senior Managing Director in the Corporate and Mergers and Acquisitions Advisory group. She is based in Boston.

Before joining Blackstone in 2003, Ms. Greenthal was Co-Head of the Global Media Group, Co-Head of the Boston Office and a member of the Executive Board of Investment Banking at Credit Suisse First Boston. Ms. Greenthal was also Co-Head of the Boston office of Donaldson, Lufkin and Jenrette, before its acquisition by CSFB. Prior to joining DLJ, she was Head of the Media Group at Lehman Brothers.

Ms. Greenthal has advised and financed media companies for over 20 years, having worked in all sectors of the business. Notable transactions include the $69.9 billion acquisition of Tele-Communications, Inc. by AT&T Corp; the consensual restructuring of NTL, Inc.; the investment by Microsoft Corporation into AT&T related to the acquisition of Media One; the sale of the Chronicle Publishing Company, including the sale of the San Francisco Chronicle to Hearst Corporation; the sale of Central Newspapers to Gannett; the acquisition of Overture Services by Yahoo! Inc.; the merger of Time Incorporated with Warner Communications; and the investments by Itochu, Toshiba and US West into Time Warner Entertainment. She recently advised Comcast Corporation in connection with their joint acquisition of Adelphia with Time Warner and also advised the independent directors of Fox on the buyout of the company by News Corporation.

Ms. Greenthal graduated as a member of The Academy from Simmons College and received an MBA from Harvard Business School. Ms. Greenthal is on the Board of Directors of Akamai Technologies, Freedom Communications, Martha Stewart Living Omnimedia, Orbitz Worldwide and Universal Orlando. Ms. Greenthal also serves on the Investment Committee of Noble and Greenough School.

 

Martin Mannion
Managing Partner
Summit Partners

Marty Mannion is a managing partner at Summit Partners, a private equity and venture capital firm with offices in Boston, Palo Alto, and London. Since its founding in 1984, Summit Partners has raised nearly $9 billion in capital and invested in more than 275 businesses across a broad range of industries. These companies have completed more than 125 public offerings and in excess of 100 strategic sales or mergers. The firm can invest from $5 million to more than $500 million per company of equity and subordinated debt, and is active in growth financings as well as recapitalizations, buyouts, and divestitures.

Marty grew up in the Bronx (which makes him a die-hard Yankees fan), New York and attended Regis High School in Manhattan, where he was an All New York City basketball player. He went on to Princeton and graduated in 1981 with a degree in Economics. Following graduation, he went to work at IBM Corporation in Computer Software Sales & Marketing in the Philadelphia area. Following two years at IBM, Marty attended Harvard Business School, graduating in June of 1985.

During Marty's 20-plus years at Summit, the firm has grown from less than 10 employees to more than 100, and the industry has grown from a cottage industry to an important segment of the financial services sector. Marty has served on the boards of numerous private and public companies, with a particular focus on healthcare, financial services, and technology companies. Marty also sits on a number of not-for-profit and educational boards, including Childrens Hospital, Big Brothers of Mass Bay as Chairman, Regis High School, and the Park School.

Michael McIvor
Managing Director and Head of Healthcare, Consumer & Retail M&A
Bank of America

Michael McIvor is the Head of Healthcare, Consumer and Retail M&A. He also serves as Co-Chair of the firm's Global M&A Operating Committee and is a member of the Opinion Review Committee.

Before joining the firm, Mr. McIvor spent ten years at Goldman Sachs, most recently as the leader of the healthcare services practice. Mr. McIvor began his investment banking career in the Mergers and Acquisitions Department at Goldman Sachs in New York. In 1996, Mr. McIvor moved to Goldman Sachs’ London office and helped build its European pharmaceutical practice. Returning to New York in 1997, Mr. McIvor was one of the founding members of Goldman Sachs’ Global Healthcare Group.

Mr. McIvor’s experience includes mergers, acquisitions, exclusive sales and divestitures, special committee advisories, fairness opinions, joint ventures, spin-offs and restructurings, acquisition financings, demutualizations, initial public offerings, other equity and equity-linked financings, and debt financings, on public and private, domestic and cross-border assignments with an aggregate value of over $190 billion.

Mr. McIvor holds a Bachelor of Arts from Dartmouth College and a Masters in Business Administration, with High Distinction, from The Amos Tuck School of Business, where he was also a Tuck Scholar.

 

Kevin T. Callaghan
Managing Director
Berkshire Partners

Kevin Callaghan has actively participated in private equity transactions for over 20 years. He joined Berkshire Partners in 1987 and became a Managing Director in 1994. Previously, he worked at Lehman Brothers’ Investment Banking Group. Kevin received a B.S.E. in engineering and management systems from Princeton University and an M.B.A. from Stanford University’s Graduate School of Business.

Berkshire Partners has invested in mid-sized private companies for more than 20 years through seven investment funds with aggregate capital commitments of approximately $6.5 billion. Berkshire seeks companies with acquisition values between $200 million and $2.0 billion and in a given transaction makes equity investments of approximately $50 million to $500 million. Berkshire has developed specific industry experience in several areas, including transportation, energy, manufacturing, business services, consumer products, retailing and communications. Over the past two decades, Berkshire has been an investor in 90 operating companies with approximately $20 billion of acquisition value and combined revenues over $22 billion. For additional information, visit www.berkshirepartners.com.

 

Dan Primack
Editor-At-Large
PE Week / Thomson Financial

Dan Primack is Editor-At-Large with Thomson Financial, publisher of Buyouts Magazine, Private Equity Week and Venture Capital Journal. He also is the creator and writer of the PE Week Wire, a daily email publication read by over 41,000 subscribers. Primack's daily column has become mandatory private market reading, and he has given keynote addresses at events hosted by organizations that include Merrill Lynch, PricewaterhouseCoopers and the National Venture Capital Association. He also appears regularly on CNBC, and has been quoted in such publications as BusinessWeek and TheStreet.com.

Prior to hitting the private equity beat in 2000, Primack covered private debt for Private Placement Letter and served as Editor and Cofounder of The 'Bury, a Roxbury, Mass.-based newspaper catering to teenagers and young adults.

Primack is a graduate of Haverford College, with a degree in political science. He would like to thank his wife, his once-trusty Pontiac and the Great Pumpkin.