Growth Investor with GrowthCap‘s RJ Lumba

In this episode, we speak with Jan Bruennler, Managing Partner, and Visar Shabi, Portfolio CTO at Bregal Milestone, a leading European growth equity firm investing in fast-growing, mission-critical software businesses across Europe. With approximately €2.3 billion of capital and more than 60 investments completed since inception, Bregal Milestone provides growth capital and operational support to...

In this episode, we speak with Brian Barlow, Co-Founder and CEO of Sidewalk Infrastructure Partners (SIP), a company focused on building and scaling businesses that support the next generation of critical energy and digital infrastructure. As demand for energy and computing power continues to grow, existing infrastructure systems are facing increasing strain. SIP develops businesses and projects d...

In this episode, we speak with Mike McGinn, Partner and Co-Head of Growth at Sixth Street.  He is based in New York and focuses on private investments in growth-oriented companies. Sixth Street Growth provides growth equity and bespoke capital solutions to mid- and late-stage technology companies. It is the dedicated growth investing platform of Sixth Street, a leading global investment firm with...

In this episode, we speak with Devon Kirk, General Partner at Portage Capital Solutions, the flagship growth strategy within Portage, focused on providing flexible capital solutions to later-stage fintech and financial services companies. Portage is a global investment platform with $6.4 billion in assets under management and more than 25 investment professionals across North America, Europe, and...

In this episode, we speak with Reed Van Gorden, Managing Director of Deerpath Capital, a leading provider of cash-flow based senior debt financing to lower middle market companies across a diverse range of industries and transaction types. Founded in 2007, Deerpath’s mission is to be the premier direct lending firm in the middle market, built on long-term relationships with investors, borrowers, p...

In this episode, we speak with Todd Abbrecht, Co-CEO of THL Partners, a premier private equity firm investing in middle-market growth companies exclusively within three sectors: healthcare, financial technology & services, and technology & business solutions. Since 1974, THL’s team has managed or deployed $50 billion of equity capital, worked with over 175 partner companies worldwide, and...

In this episode, we speak with Frank Karl, Managing Director of Kayne Anderson’s Private Credit strategies and President of Kayne Anderson BDC. Kayne Anderson Private Credit, the direct lending arm of Kayne Anderson Capital Advisors, has deployed over $14 billion since 2011 across senior credit funds, BDCs, and other vehicles, managing more than $7 billion in assets. The firm focuses on capital pr...

In this episode, we speak with Vinny Pujji, Co-Founder and Managing Partner at Left Lane Capital, a New York- and London-based global venture capital and growth equity firm investing in hyper-growth consumer and technology businesses with enduring customer relationships. Founded in 2019, Left Lane manages approximately $2.5B in assets and operates with a lean, high-performance team focused on part...

In this episode, we speak with Michael Henriques, Partner and Senior Portfolio Manager at Magnetar, a multi-strategy alternative investment manager with more than $22 billion in AUM. Founded in 2005, the firm invests across public and private markets in the U.S. and Europe, with a focus on alternative credit, fixed income, and venture strategies. Its Alternative Credit & Fixed Income business...

In this episode, we speak with Alexander Gorokhovskiy, Managing Director and Head of North American Corporate Direct Lending and Venture Debt at Deutsche Bank Private Credit & Infrastructure (“DB PCI”).  DB PCI provides financing, structuring, and risk management solutions across four product verticals: Corporate Direct Lending & Growth Debt, Fund Finance, Digital Infrastructure & Appr...

In this episode, we speak with Adam Hemmer, Managing Director at TSG Consumer, a leading consumer-focused private equity firm with approximately $13 billion in assets under management. With a 35+ year track record of building iconic brands, TSG leverages deep consumer expertise to partner with exceptional leaders and transformational brands, helping them grow and adapt to the ever-evolving needs o...

In this episode, we speak with Trevor Clark, Founder and Managing Partner of Twin Brook Capital Partners, TPG’s middle-market direct lending business. Founded in 2014, Twin Brook provides tailored, cash flow–based financing solutions to middle-market private equity–backed companies across North America.  Based in Chicago, Twin Brook has approximately 125 dedicated professionals and offers a flexib...

In this episode, we speak with Brett Hickey, Founder and CEO of Star Mountain Capital, a specialized U.S. lower middle-market asset management firm. Founded in 2010, Star Mountain focuses on providing debt and equity capital to established, growing small and medium-sized businesses, as well as acquiring LP interests in lower middle-market funds, often at a discount. Star Mountain manages approxima...

In this episode, we speak with Ben Levin, Co-Founder and CEO of Level Equity, a lower middle market private investment firm focused on providing capital to rapidly growing software and technology-enabled businesses. Founded in 2009, Level Equity has raised over $4.5 billion across closed funds and co-investments, completed more than 125 investments, and operates out of New York City and Greenwich,...

In this episode, we speak with Phil Dur, Co-Founder & Managing Partner of PeakSpan Capital, a leading growth equity firm focused exclusively on high-growth B2B software companies. Founded in 2015, PeakSpan manages $2.5 billion in assets and has a team of 24 investment professionals across its San Mateo and New York City offices. The firm has supported 54 software businesses, completed 19 full...

In this episode, we speak with Dave Evans, Partner at Apax Digital, the technology and growth equity investment arm of Apax Partners. Apax Digital focuses on growth equity and buyout investments in high-growth enterprise software, consumer internet, and technology-enabled services companies worldwide. The team leverages Apax Partners’ deep tech expertise, global platform, and specialized operating...

In this episode, we speak with Dan Williams, Partner at Delta-v Capital, an investment firm focused on growth-stage software and technology services businesses. Founded in 2009, Delta-v Capital has provided flexible growth capital solutions to innovative companies across infrastructure software, cloud services, CxO software, and vertical software sectors for more than a decade. The firm manages ov...

In this episode, we speak with Jeffrey Stevenson, Managing Partner of VSS Capital Partners, a private investment firm that invests in healthcare, business services, and education companies. Since its founding in 1987, VSS has partnered with lower middle-market companies, working closely with management teams to facilitate their next stage of growth. With approximately $4 billion in committed capit...

In this episode, we speak with David Katz, Managing Director at Charlesbank Capital Partners, a $24 billion AUM middle-market private equity firm that spun out of the Harvard Management Company in 1998. Drawing on its endowment heritage, Charlesbank takes a research-based approach to investing across its four target sectors: business & consumer services, healthcare, industrial, and technology....

In this episode, we speak with Kirk Konert, Managing Partner at AE Industrial Partners—a private investment firm with $7.2 billion in assets under management, focused on specialized sectors including national security, aerospace, and industrial services. Since its founding in 1998, AEI has completed more than 140 investments in market-leading companies, leveraging deep industry expertise, operatio...

In this episode, we speak with Randall Eason and Keoni Schwartz, Co-Founders and Managing Directors at Altamont Capital Partners, a private equity firm focused on transforming and scaling lower-middle market companies through deep operational expertise and value-creation capabilities. Since its founding, Altamont has invested in over 45 companies across the industrials, business services, financia...

In this episode, we speak with Bob Morse, Co-Founder and Managing Partner at Strattam Capital, a private equity firm with over $1B in AUM, partnering with founder-led B2B software and technology companies positioned to become vertical market leaders. Since its founding in 2014, Strattam has completed more than 50 partnerships—helping founders scale their teams, expand market reach, and adopt trans...

In this episode, we speak with Marco Ferrari and Tom Reardon, Managing Directors and Co-Heads of North America at PSG, a growth equity firm that partners with software and technology-enabled services companies to navigate transformational growth, capitalize on strategic opportunities, and build strong teams. Since its founding in 2014, PSG has backed more than 150 companies and facilitated over 52...

In this episode, we speak with Jeff Chapman, Head of Growth Lending at Wellington Management, a global investment firm with over $1.2 trillion in assets under management. Founded in 1928 and headquartered in Boston, Wellington offers a broad platform spanning public equities, fixed income, private credit, alternatives, and multi-asset solutions. Within that, the firm manages more than $400 billion...

In this episode, we speak with Mark Haller, Managing Director and Founding Principal of Sumeru Equity Partners, a technology-focused growth equity firm investing in leading enterprise software companies. Sumeru has invested more than $3 billion across more than 50 platform and add-on investments spanning enterprise and vertical SaaS, data analytics, education technology, infrastructure software, a...