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Private equity firm TA Associates has appointed Charles Ha as a Vice President in its Boston office as a member of the North America Technology Group. “We are pleased to welcome Charles to TA Associates,” says Brian J Conway, Chairman and Managing Partner at TA Associates. “We believe that Charles’ previous experience in both private equity and consulting provides a strong foundation to support our efforts in sourcing and analysing new investment opportunities in technology companies with high quality, profitable business models. We look forward to his involvement in further growing TA’s technology portfolio and partnering with the management teams
Private equity firm Edison Partners has promoted Jennifer Lee to Principal with immediate effect. Lee, a senior member of the firm’s Fintech investment team and investment lead, continues to support portfolio companies in their growth. She will also now help in developing industry themes and overseeing pipeline development. As Vice President, Lee led investments earlier this year in Fund That Flip, a real estate investment and funding platform, and Bipsync, a research management platform for asset managers. Lee is a board member of both Fund That Flip and Bipsync. She also worked on Edison Partner’s $62 millon lead investment in
HIG Capital (HIG) has made a number of organisational changes the firm says are designed to position the firm for continued growth and better manage the increasing scale and scope of its business. The senior leadership team has been expanded with the promotion of Rick Rosen and Brian Schwartz to the newly created title of co-Presidents. Rosen and Schwartz, who have been at the firm since 1998 and 1994, and currently manage the HIG US Middle Market fund and the HIG Advantage fund, respectively, will work closely with Sami Mnaymneh and Tony Tamer, founders and co-CEOs of HIG, who will
Duff & Phelps has appointed Marcus Morton and Albert Maass as managing directors in the firm’s Valuations Advisory Services practice, based in London. Morton is part of the core Valuations Services team focusing specifically on the financial services sector. He has over 25 years of experience in investment banking with significant expertise in all types of valuation opinions, operating models, risk management, cost transparency, control frameworks and compliance.   Most recently, Morton worked at KPMG and prior to that he worked at several investment banks including Goldman Sachs, Nomura, JP Morgan and Barclays, and spent several years as the Senior Risk
Carl Marks Advisors, an investment bank providing financial and operational advisory services to middle market companies, has promoted Scott Webb to Partner. Since joining the firm in 2007, Webb has held positions of increasing responsibility and for the last two years has led the firm’s investment banking restructuring vertical alongside Partner Evan Tomaskovic. As Partner, Scott will continue to specialise in advising companies and creditor groups throughout the capital structure on financial restructurings, distressed mergers and acquisitions, capital raises and other special situations. He brings passion, creativity, deep expertise, and smart, innovative solutions to his engagements, providing clients a wealth
Gridiron Capital, an investment firm focused on partnering with founders, entrepreneurs, and management teams, has promoted Sean Kelley to Managing Director, Business Development and added and promoted Ty Black to Associate as part of the Business Development Team. Kelley will continue to focus on developing new business partnerships, marketing to and communicating with business owners, managing investment partnership sourcing, and exit planning. He will also increase his role in marketing and building the Gridiron brand. Ty Black will become a member of Gridiron’s Business Development Team and will report to Kelley and Gridiron’s two Managing Partners, Tom Burger and Kevin Jackson.
Global investor services group, IQ-EQ, has appointed Colin Targett as Managing Director of its Bermuda and Cayman Islands operations.  This strategic new hire follows other senior appointments announced in recent months evidencing the Group’s drive to build its Funds, Private Wealth and Corporate servicing operations in the region. Targett brings to IQ-EQ more than two decades of senior experience in the fund services space. A qualified chartered accountant by academic training, his career originally began in Bermuda where he spent 10 years working with a number of blue chip organisations, driving forward business growth and leading on all technical aspects of
Pantheon has appointed Rakesh (Rick) Jain as Partner and Global Head of Private Debt based in the firm’s New York office. Pantheon has been active in private debt investments since 1997, with approximately USD1.5 billion committed to investment opportunities across secondaries and primaries. The firm formed a dedicated practice last year to support its demand-led expansion across the private debt asset class. Pantheon plans to hire additional resources in both London and New York. Currently, Toni Vainio, Principal, leads European private debt origination and investments while Francesco di Valmarana chairs the Global Credit Committee. Rick will join the GCC together
LDC, a mid-market private equity investor, has added to its team in Yorkshire with the appointment of Leigh Daveran as an Investment Director. Daveran will work closely with LDC’s Head of Yorkshire and the North East John Garner and the LDC team to drive new investment opportunities across the region’s growing community of medium-sized businesses. Daveran will also have responsibility for supporting the management teams of LDC’s portfolio businesses across the region.   Prior to joining LDC, Daveran spent eight years as CFO of private equity backed building product manufacturer Synseal Extrusions. During his tenure he led an acquisitive growth
Dr Martin Bünning has joined global law firm Reed Smith firm as a partner in its Global Corporate Group where he will work alongside the international tax group advising on national and international transactions. Joining from Ashurst, the tax lawyer and Steuerberater (tax adviser) with more than 20 years’ experience, is recognised among the industry for advising investors in real estate, alternative investments and funds, in addition to supporting clients on private equity, venture capital matters and cross-border M&A transactions. He also has considerable experience counselling clients on tax issues regarding securitisations, VAT and withholding taxes.   Bünning, who will

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