People Moves: Carlyle promotes two to co-CEO, joining the executive team
Private equity firm The Halifax Group has expanded its team by three.
Allie Atwood has joined The Halifax Group as a vice president based in Washington, DC. Previously an assistant vice president at Nationstar Mortgage, Atwod is responsible for originating and evaluating investments.
David Calder was also hired by The Halifax Group as a vice president responsible for sourcing and monitoring investments. Calder joins from Salt Lake City-based PE firm Tower Arch Capital as a vice president, and will now be based in The Halifax Group’s office in the nation’s capital.
Davis Hostetter has joined The Halifax Group as a vice president based in Dallas. Previously an investment analyst at Hayman Capital, Hostetter is responsible for identifying and executing investments.
Amie Benedetto has joined law firm Alston & Bird LLP as counsel based in Atlanta. Previously serving as senior counsel at Proprium Capital Partners, Benedetto represents financial institutions and fund sponsors on commercial and compliance matters.
Brian Boyle was hired by Raymond James Financial (NYSE: RJF) as a managing director in the consumer investment banking division. Boyle joins Raymond James focused on the food and beverage sector with experience from PwC and Lehman brother.
Livingstone Partners, a middle-market M&A advisory firm, has announced multiple promotions in Chicago.
Andy Bozzelli was promoted from managing director to partner at Livingstone. Since joining the firm in 2010, Bozzelli has advised Livingstone’s media, technology and security clients on sell-side and buy-side M&A transactions.
Ryan Buckley has also been named as a partner by Livingstone. Most recently a managing director since joining the firm in 2007, Buckley has approximately 12 years of M&A, capital raising and restructuring experience.
Karl Freimuth has been promoted from managing director to Livingstone as well. Freimuth joined the advisory firm in 2007 and is co-head of Livingstone’s U.S. industrial practice. Freimuth has more than 14 years of experience advising middle-market M&A transactions, capital raises and restructurings.
David Burcham has joined Los Angeles-based private equity firm LightBay Capital as a principal. Most recently a managing director Levine Leichtman Capital Partners, Burcham is responsible for sourcing and analyzing new investments.
The Carlyle Group (NYSE: CG) has made numerous changes to its executive team effective January 1, 2018.
Based in Washington, D.C., Peter Clare has been promoted from head of Carlyle’s global market strategies segment to co-chief investment officer alongside current CIO William Conway Jr. Clare has served in a variety of leadership positions since joining the private equity firm in 1992.
Kewsong Lee is joining Carlyle’s executive leadership team as co-chief executive officer after joining the firm in 2013. Based in New York and Washington, D.C., Lee most recently served as deputy chief investment officer where he led efforts to build the firm’s private equity strategy.
Alongside Kewsong Lee, Glenn Youngkin is also joining Carlyle’s executive leadership team as co-CEO after nearly 23 years with the firm. Prior to his new role, Youngkin served as Carlyle’s president and chief operating officer based in Washington, D.C.
Peter Hlavin has joined advisory firm Profit Enhancement Solutions as a managing director based in Madison, Wisconsin. Hlavin previously led the business development efforts at management consulting firm TriVista. In his new role, Hlavin focuses on increasing profitable growth for PE firms and corporations.
Cary Ho was hired by CVC Credit Partners as managing and global head of CLO origination. Based in New York, Ho joins CVC from Nomura Securities International Inc. where he worked in a similar role heading up the firm’s credit structuring efforts.
Alice Huang has joined Morgan Lewis & Bockius LLP as a funds partner based in Hong Kong, China. Previously a senior tax manager at Deloitte LLP, Huang counsels U.S. and Asia-based fund sponsors.
Shamafa Khan has joined New York-based Crayhill Capital Management as a managing director. Previously a director in Barings’ global business development group, Khan now serves as head of investor relations as Crayhill seeks to expand its private credit business.
Stephen Kunkle was hired by FTI Consulting as a managing director based in Atlanta. Most recently at Riveron Consulting, Kunkle advises FTI’s corporate and private equity clients with M&A accounting advisory services.
Ross McInnes has joined Clayton Dubilier & Rice as an operating adviser to the private investment firm’s funds. McInnes previously held senior positions at industrial and defense suppliers such as Safran, and will now advise CD&R on fund investment activities throughout Europe.
Austin Montevecchio was hired by Pittsburgh-based investment firm Tecum Capital Partners as a financial analyst. Austin is responsible for assisting senior professionals with the processing of deal flow, analysis and analytics of target company transactions, and related industry analysis.
Firdaus Pohowalla was hired by Cascadia Capital as a Seattle, Washington-based managing director heading up the firms middle market industry group. Pohowalla brings more than 20 years of investment banking and strategic advisory experience from Barclays plc (NYSE: BCS) and UBS Securities (NYSE: UBS).
Marc Price has been appointed to senior vice president at Pittsburgh-based PNC Bank (NYSE: PNC). Previously the co-head of Monroe Capital’s retail unit, Price now heads up a newly established retail finance division for PNC Business Credit with more than 20 years of commercial finance experience.
Cowen Inc. (Nasdaq: COWN) has appointed two to its leadership team.
Previously serving as Cowen’s head of equities, Dan Charney has been promoted to co-president alongside Larry Wieseneck. In his new role, Charney spearheads the firm’s equities, prime brokerage, and securities lending divisions.
Miguel Roman has joined Cowen investment banking team as managing director based in New York. Roman joins from RBC Capital Markets LLC where he served as co-head of the U.S. loan capital markets team.
Jeffrey Soloman has been promoted from president to the next chief executive officer of Cowen, succeeding the company’s founder Peter Cohen effective December 27. Cohen will remain the company’s chairman.
Larry Wieseneck has been appointed to co-president of Cowen alongside Dan Charney. Previously the chief executive officer at Roundtable Investment Partners, Wieseneck joins with experience in leveraged finance and debt capital markets. Cowen’s investment banking, capital markets and credit divisions report to Wieseneck.
Amita Schultes was hired by Agility, the outsourced chief investment officer business of Perella Weinberg Partners, as a managing director based in New York. Most recently a partner at Colonial Consulting, in his new role Schultes works with U.S. endowments and foundations.
Eric Shuey has joined Denver-based private equity firm Revelstoke Capital Partners as a managing director. Previously a senior executive at Fresenius Medical Care, Shuey is responsible for new investment sourcing, transaction execution and post-investment monitoring and oversight.