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Circle Peak's Advisory Board members are
highly accomplished individuals representing a wide variety of disciplines.
The Advisory Board provides Circle Peak with valuable expertise and
guidance in investment disciplines, deal flow, capital structuring,
legal advise, human resource management, entrepreneurship and leadership.
Maureen A. Brille. Ms. Brille is a consultant with Egon Zehnder International, the third
largest global executive search firm, where she specializes in private equity, private wealth
management and investment banking, and acts as Head of the Private Capital Practice Group in the US.
Prior to joining Egon Zehnder, Ms. Brille spent 13 years on Wall Street in a variety of private
equity-related roles. In 1999, as Head of Proprietary Funds at Wit Capital Group (now Soundview Technology),
Ms. Brille structured and raised their first $40 million venture capital fund from high net worth
individuals to invest in mid-to-later stage Internet companies.
Previously, Ms. Brille acted as Client Advisor in the Private Client Group of JP Morgan, where
she advised wealthy individuals on all aspects of their personal finances, including discretionary
asset management, securities brokerage, hedging and diversification strategies, private equity investments,
and trust and estate planning. Her client base consisted primarily of private equity investors.
Ms. Brille began her career at Chemical Bank where she spent 8 years in the Middle Market Investment Banking
Group and Chemical Venture Partners–Northeast, where she acted as both principal and agent on a
broad range of mergers and acquisitions, management buyouts and growth capital investments. Ms. Brille has an
MBA from the College of William and Mary and a BS in Finance from the University of Illinois, and lives in New York.
Jon A. Gordon.
Founder,
Managing Director, Palladian Advisors, a financial advisory firm focused
on mergers & acquisitions and private market financings. Prior to
founding Palladian, Mr. Gordon was a Managing Director in the Financial
Sponsors Group at Lehman Brothers (1999-2002), heading the Transaction
Development Group and M&A for middle market private equity clients.
During his tenure he also executed 12 financing related transactions
totaling over $2 billion.
Prior to re-joining Lehman Brothers, from 1997-1999, Mr. Gordon was
a Director in the M&A group at Credit Suisse First Boston (CSFB)
with particular involvement transaction development. Mr. Gordon also
provided M&A coverage for leading financial sponsors including Bain
Capital, KKR, Thomas H. Lee, Odyssey, Texas Pacific Group, and Apollo
Investors, as well as a number of middle market firms including Harvest
Partners, American Securities, and Caxton-Iseman Capital. His industry
focus includes industrial, consumer, business services and retail transactions.
Prior to CSFB, Mr. Gordon was a Vice President at Lehman Brothers in
the M&A group focused on private equity transactions, idea generation
and execution for the general industrial group. Mr. Gordon executed
over $3 billion in M&A transactions in the industrial, food retail,
business services, consumer products and health care industry segments.
Prior to Lehman Brothers, Mr. Gordon was an officer in the investment
banking group at Furman Selz Inc. (1989-1996), where he led public and
private offerings of equity and debt, leveraged buyouts, restructurings
and financial advisory assignments in transportation (group co-head),
media, health care and general industrial. Before Furman Selz, Mr. Gordon
was involved in private equity at Tribeca Holdings Inc. (1987-1989),
where he identified and evaluated LBO candidates and participated in
transaction structuring and financing. During his tenure he reviewed
over 40 companies, and closed a $125 million acquisition of a retailer
as principal. He also executed $6 million acquisition, and subsequent
$8 million sale, of $140 million revenue children's wear retailer.
Mr. Gordon began his career at Booz-Allen & Hamilton Inc. (1983-1985),
and holds an M.B.A. with distinction from Harvard Business School (1987)
and an A.B. magna cum laude from Harvard College (1983).
R. Glenn Hubbard.
R. Glenn Hubbard is the Russell L. Carson Professor of Economics and Finance in the Department of Economics
and Graduate School of Business of Columbia University, where he is also Co-Director of the Program on Entrepreneurship
at the Graduate School of Business and incoming dean of the business school (summer 2004).
From February 2001
until March 2003, he was Chairman of the U.S. Council of Economic Advisers under President George W. Bush,
where his responsibilities included advising the President on economic policy, tax and budget policy, emerging market
financial issues, international finance, health care, and environmental policy. While CEA Chairman, he also chaired the
Economic Policy Committee of the OECD. Mr. Hubbard, whose research spans tax policy, monetary economics,
international finance, and corporate finance, received his Ph.D in Economics from Harvard University in 1983, and has
taught at Northwestern, Harvard, and the University of Chicago, as well as Columbia.
In addition to writing more than 90
scholarly articles in economics and finance, he is the author of a best-selling textbook on money and financial markets.
He was Deputy Assistant Secretary of the U.S. Treasury Department for Tax Policy from 1991-1993. In addition to his
responsibilities at Columbia, he is a research associate at the National Bureau of Economic Research and director
of the program on tax policy at the American Enterprise Institute in Washington. He has been a consultant to U.S. and
non-U.S. government agencies and numerous private corporations. Hubbard, his wife Constance, and their two sons live in New York.
Rakesh Jain. Vice President, Principal,
Citigroup Private Equity in New York, an organization with over $10
billion of proprietary, third party and client private equity investment
capital. Rick is focused on direct investments of private equity and
mezzanine capital across a range of industries with a particular focus
on financial and business services.
Previously, Mr. Jain was a Director with IFG Capital Partners, LP, a
$300 million private equity partnership formed by General Atlantic Partners,
Goldman Sachs Capital Partners and The Boston Consulting Group, to invest
in buyouts, carve-outs and divestitures of middle market companies in
partnership with Global 2000 companies.
Prior to IFG, Mr. Jain was a Vice President at Berenson Minella &
Co., a private investment and merchant banking firm and an investment
banking professional at Morgan Stanley & Co., where he focused on
mergers and acquisitions, leveraged buyouts, IPOs and other financing
transactions involving insurance, asset management, health care and
other financial services companies. Rakesh received a B.Comm degree
(Joint Honors) in Economics and Finance from McGill University (Montreal)
and is a CFA.
Marc H. Michel. Founder, Managing Partner,
Michel Capital LLC, a private investment firm. Prior to Michel Capital
LLC, Mr. Michel was Group Head and Managing Director of TD Capital Communications
Partners since 1998, a $500 million private investment subsidiary of
TD Bank focused on communications and business services investments.
At TD, Mr. Michel had global responsibility for investment strategy,
investment professional management, marketing, and all reporting and
administrative functions.
Prior to TD, Mr. Michel was Managing Partner / General Partner of Eos
Partners SBIC, LP (1994-1997), a $60 million early stage venture capital
subsidiary of Eos Partners, LP, a $300 million general investment management
firm. AT EOS, Mr. Michel was responsible for fund creation, managing,
marketing, executing, and monitoring fund investments. Prior to EOS,
Mr. Michel was at Merrill Lynch Interfunding, Inc (1984-1993), a $1.3
billion private equity investment firm.
Mr. Michel has an MBA from The Wharton School of Business (1987), and
a BA from Emory University; board member, Venture Investors Association
of New York.
Alfred T. (“Tad”) Ogden. As Senior Vice President and Associate General Counsel at
Prudential Securities Incorporated, Mr. Ogden advised on legal and business issues relating to U.S. and international
investment banking business and Capital Markets, including secondary market transactions, Rule 144 transactions and
margin loans and sales (1995-2001). Mr. Ogden also served as counsel to, and voting member of, Prudential’s
Commitment Committees, M&A Fairness Opinion Committee and Committee on Tax Efficient Investment Products.
Prior to Prudential, Mr. Ogden was a Partner at Lord Day &
Lord, Barrett Smith (LDLBS) (1974-1994). At LDLBS, Mr. Ogden acted as counsel to buyers, sellers, and financiers in M&A
transactions, including leveraged buyouts, acting as “deal” counsel and represented investors in, and lenders to,
the buyout sponsor. He also advised issuers and underwriters in public and private offerings of debt and equity, including Rule 144A
and other securities offerings. Mr. Ogden also served as counsel to lenders and borrowers in international financing involving non-U.S.
leaders for, and investors and borrowers in, U.S. transactions.
Mr. Ogden has an LLB from Cornell Law School (1965), and a BA from Yale University (1962); Trustee of
Mystic Seaport Museum; Trustee of Robert College of Istanbul.
Scott M. Ogur.
Mr. Ogur is CFO, CIO, and a partner of Scimitar Global Ventures (SGV),
a global private investment firm founded in 2003. SGV is focused on small-cap, value-oriented acquisitions and investments on an
opportunistic basis, in the U.S. and emerging markets.
.
Prior to SGV, Mr. Ogur was a Portfolio Manager at the JP Morgan Private Bank
(2000-2003) in NY, NY. At JP Morgan, Mr. Ogur managed over $1 billion of public equities and fixed income for high net worth (HNW) and
foundation clients, and managed client relationships primarily with senior private equity partners and insurance industry executives. From 1996 to 1998, Mr.
Ogur was an Analyst in the Financial Controllers group, where he provided financial reporting and analysis to senior management of the Private Bank.
Previously, Mr. Ogur was a Collateral Monitoring Analyst at Chemical Bank, and an Auditor at Price Waterhouse (where his clients included JPMorgan,
OFFITBank, and PaineWebber).
Mr. Ogur holds an MBA in Finance from the NYU Stern School of Business, with distinction, and holds a BSBA/Accounting,
cum laude, from Bucknell University.
Joseph S. Rhodes. Partner, Charterhouse
Group International, Inc. Mr. Rhodes joined Charterhouse in 1997. Prior
to Charterhouse, Mr. Rhodes was a member of the Mergers & Acquisitions
Group, Union Bank of Switzerland (1992-1995).
Founded in 1973, Charterhouse Group is a privately-owned investment
firm that actively acquires and manages established, middle-market companies
with enterprise values between $100 million and $500 million. Charterhouse
was one of the first institutional private equity firms and has invested
more than $1.4 billion in over 80 platform businesses. Today Charterhouse manages
over $1 billion in capital.
Mr. Rhodes has an MBA from Columbia University, and a B.S. in Finance
from the University of Colorado, Boulder. He is a board member of several companies.
Steven M. Silver. Partner, Vestar Capital Partners
(1995 to present); Mergers and Acquisitions Group, Wasserstein Perella & Co. in New York and London. Vestar is an established private equity firm
founded in 1988, specializing in management buyouts, recapitalizations and growth capital investments in companies with
valuations in the $100 million to $3 billion range. Vestar currently manages a committed equity capital pool of $4 billion
with the ability to invest as much as $500 million in any one transaction. Vestar has completed 40 investments in
companies with a total value of approximately $11 billion. Vestar invests across a range of companies, including
consumer products and branded companies, focusing on strong management teams in undervalued companies with
leading brands or market positions and potential for growth. Vestar has a staff of approximately 40 professionals, including
Vestar Resources, a group of experienced business executives with diverse industry backgrounds who often serve on
company boards and can be utilized as sounding boards by management teams.
Mr. Silver has an M.B.A., Baker Scholar, from Harvard Business School, and a B.A. from Yale University.
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