Jeff is a partner at HKW and his primary role is to spearhead the firm’s Technology focus which includes evaluating and partnering with potential investment opportunities in the software and technology sector. Jeff is also a member of HKW’s Investment and Exit committees.

Prior to joining HKW, Jeff worked at Harris Williams, where he founded and led the Technology, Media & Telecom Group, and was a member of the leadership team that grew the firm into a leading middle market investment bank. Early in his career, Jeff was an M&A banker at BancBoston Robertson Stephens and Tucker Anthony and has previous experience as a commercial banker at BankBoston and National Bank of Detroit.

Jeff lives in Manchester-by-the-Sea, MA. Outside the office he enjoys outdoor activities including skiing, mountain biking, and all water sports.

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HKW is a middle-market private equity firm investing in companies with talented management teams in the US and Canada. HKW targets companies in the Technology, Health & Wellness, and Business Services sectors.

Melanie is a Founder and Managing Partner of Anagenesis Capital Partners. She is a member of the Investment Committee and is responsible for general management of the firm as well as originating, executing, and managing investments. Melanie serves on the Boards of various Anagenesis’ portfolio companies. In addition, she is also a Board member of the SBIA Board of Governors, Advisory Board member for the Kayo Credit Series and on the Board of The PIT Foundation.

Melanie has over 23 years in the leveraged buyout market originating, underwriting, and managing senior debt, junior capital, and equity investments. Prior to founding Anagenesis, Melanie was a Managing Director and senior originator at GE Capital, Healthcare Financial Services (HFS) where she was responsible for originating and underwriting financings for private equity led healthcare buyouts. During her nine years at GE, Melanie originated and closed over 48 new healthcare deals and many other participant transactions aggregating over $2 billion in deal volume. Prior to joining GE Capital, Melanie was a Director in the Private Equity Sponsor Coverage Team at Scotia Capital, where she originated and underwrote numerous domestic and international leveraged buyouts in various industries.

In 2006, Melanie established The PIT Foundation, a 501c3 nonprofit foundation, to provide education to children in Kenya. In 2009, Melanie was nominated by her peers and selected to receive the Gerald L. Phillippe Award in recognition of her extraordinary record of volunteer service. She was one of only nine recipients selected in 2009 for this recognition from over 300,000 GE employees around the world. In 2012, Melanie was nominated and selected for the GE Women in Commercial Program.

Melanie received her BS from York College with a dual degree in Economics and Finance with a minor in Accounting.

Anagenesis is an investment firm focused exclusively in the healthcare industry. Anagenesis partner with established healthcare businesses to deliver tailored financing solutions and strategic guidance to support their business needs and facilitate accelerated growth.

Join us this week for a case study with Britt Terrell, Managing Director at Backbone Capital Advisors, and Owen Hughes, an investment banking associate at Harris Williams' technology group. Before separating from the Navy and joining Harris Williams, Owen was an investment banking intern with Backbone Capital Advisors.

Owen and Britt shared their experience of successfully transitioning from Navy SEAL to finance/helping transitioning veterans.

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Backbone Capital is a capital raising advisor to private equity groups, independent sponsors, operating companies, and other investment professionals, and advises its clients on a variety of lower- middle-market financing transactions including leveraged acquisitions, minority investments, refinancing, recapitalization, working capital, and capital for growth.

Backbone has more than 30 years' expertise in arranging financing across the full capital stack including asset-based, senior cash flow, unitranche, second lien, mezzanine and minority/structured equity transactions. They have considerable experience in more challenging and special situations.

Through their broad network of capital sources, they maintain active relationships with hundreds of commercial finance companies, banks, private and public debt and equity funds, and family offices. Backbone works with both domestic and international capital providers for large and small deals, with average deals ranging from $10 million to $50 million. They easily accommodate deals outside of this range as well.