Brentwood Partners stands as a beacon in the investment world, fueled by an entrepreneurial culture cultivated over five decades. At the heart of Brentwood Partners is a dedicated team embodying the firm’s core values: Leadership, Integrity, Collaboration, Passion, and an unwavering Commitment to Excellence. These principles are not just words; they are the guiding force in every investment and partnership Brentwood Partners undertakes.
The Foundation of Brentwood Partners: Core Values
Leadership: Brentwood Partners demonstrates leadership not only in its investment strategies but also in fostering growth and innovation within its portfolio companies. The team’s proactive approach and forward-thinking mentality set them apart in a competitive landscape.
Integrity: Operating with the highest ethical standards is paramount at Brentwood Partners. Trust and transparency are the cornerstones of their relationships with partners, investors, and portfolio companies. This commitment to integrity ensures long-term, sustainable partnerships.
Collaboration: Brentwood Partners believes in the power of teamwork. Internal collaboration across different teams and external collaboration with portfolio companies and industry experts are essential to their success. This synergistic approach maximizes value creation and fosters a supportive ecosystem.
Passion: The drive and enthusiasm at Brentwood Partners are palpable. This passion for investing and building successful businesses is infectious, motivating both the Brentwood team and their partners to achieve exceptional results.
Commitment to Excellence: From initial investment decisions to post-acquisition operational improvements, Brentwood Partners is dedicated to excellence in every aspect of their work. This relentless pursuit of high standards ensures optimal performance and value creation for all stakeholders.
The Operations Group: Driving Portfolio Success
A critical component of Brentwood Partners is the Operations Group. This team of non-investment professionals and independent contractors plays a vital role in providing operational diligence for potential investments. They are also instrumental in implementing post-closing operational initiatives within portfolio companies. The Operations Group members, affiliated with BPE Growth & Operations, LLC, an affiliate of Brentwood Private Equity, LLC, bring specialized expertise to enhance the operational efficiency and effectiveness of Brentwood’s investments.
Meet the Dedicated Team at Brentwood Partners
Brentwood Partners is powered by a diverse and experienced team, each member contributing unique skills and perspectives. From executive support to seasoned partners, the team is structured to ensure comprehensive coverage and expertise across various domains. Here’s a glimpse into some of the key roles within Brentwood Partners:
- Executive Assistants: Caroline Conlin, Naomi Fulcher, and Karen Kahen provide essential support, ensuring smooth operations and efficient communication within the firm.
- Partners: Leaders like Rahul Aggarwal, Bill Barnum, Craig Milius, Eric Reiter, and Steve Moore bring years of investment experience and strategic vision to Brentwood Partners.
- Operating Partners: Experts such as Jonathan Berkowitz (Technology), Randolph Brown (Finance), Sheri Nemeth (Operations & Supply Chain), Jay Sung (Marketing), and Barry Walker (Data Science) offer specialized operational guidance to portfolio companies.
- Managing Directors: Jon Ang and Chris Reekie, along with Toros Yeremyan (Capital Markets) and Ryan Foltz, drive key initiatives and manage critical aspects of Brentwood’s investment strategies and portfolio management.
- Vice Presidents: Alan Chen, Peter Edelson, and Patrick McGrorey, along with Chris Scherer and Sheree Rodgers (Talent Operations), contribute significantly to deal execution, portfolio management, and operational enhancements.
- Directors: Drew Nations (Cybersecurity & IT) and Crista Lewis (Fund Operations), alongside Suzanne Howard (Finance and Accounting), oversee crucial functions within Brentwood Partners.
- Principals and Associates: Rachel Presser (Principal), Daniel Eder, Samantha Gardner (Senior Associates), JR Jackson, Theodore Lin, Tiffany Lu, Bryan Mai (Associates), and Michael Uno (Fund Accountant) form the backbone of the investment and operational teams, driving detailed analysis and execution.
- Senior Advisors and Industry Partners: Roger Goddu (Senior Advisor) and Katherine Mossman (Industry Partner, Beauty & Wellness) provide invaluable insights and industry-specific expertise, further strengthening Brentwood Partners’ capabilities.
- James Hays: As Chief Financial Officer & Chief Compliance Officer, James Hays ensures the financial integrity and regulatory compliance of Brentwood Partners.
Conclusion: Partnering with Brentwood Partners
Brentwood Partners offers more than just capital; they offer a partnership built on a foundation of strong values, a dedicated team, and a proven track record. For companies seeking growth and strategic guidance, Brentwood Partners represents a valuable ally, committed to fostering long-term success and driving impactful results. Discover how Brentwood Partners’ entrepreneurial spirit and commitment to excellence can propel your business forward.
