Tag Archives: private equity

Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division

CHICAGO, Ill. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.

Bayly joins EPIC with nearly 20 years of industry experience in the Private Equity and M&A space. During his career, he has represented business owners, management teams, and private equity firms. He has also provided transaction-facilitating insurance products for investment bankers, lawyers, and deal professionals. Bayly has a proven ability to bridge the M&A space, with considerable experience conducting pre-closing insurance due diligence, structuring transactional insurance products, developing post-closing insurance programs and budgets, and supporting post-closing representation of businesses. Bayly will be based in Chicago and New York while working with all of EPIC's national teams in the financial services space.

"The breadth of Graham's knowledge and his experience working in the Private Equity and M&A space makes him a tremendous asset to EPIC and will create value for our clients on day one. He has a proven track record of establishing long-term client relationships and the diversity of his experience is highly complementary to our existing team," said Adam Meyerowitz, President, Midwest and Southeast Region.

"Graham is joining us at an exciting time, and we're looking forward to drawing upon his significant expertise in the private equity space as we expand our footprint in the Midwest market and beyond. I expect him to play an integral role in the development of our growth strategy going forward," said Philip V. Moyles, Jr., President, Financial Services and Chief Growth Officer.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 3,100 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

More information: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.

Related link: https://www.epicbrokers.com/

James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services division.

In his role within the Financial Services division, Kennedy will be dedicated to the private equity space. He brings a strong background in private equity and mergers and acquisitions work including due diligence, transactional services, advisory, and placement. His experience and network will be invaluable to the organization as he becomes a part of the team and begins to collaborate with national teams within EPIC as well as partner firms. Kennedy will be based in Birmingham, Alabama and New York, New York but will work with all of EPIC's national teams in the financial services space.

"I could not be more thrilled to have James joining our Financial Services team. I look forward to leveraging his expertise and his network as we continue to build upon our capabilities in the financial services and private equity space," said Philip Moyles, President, Financial Services and Chief Growth Officer.

Adam Meyerowitz, President, Southeast/Midwest Region, agreed, "We couldn't be more excited to have James join our team and further expand our capabilities in the region. There are many opportunities ahead for success with him onboard."

About Vanbridge - An EPIC Company:

Vanbridge is an insurance intermediary and program management business that provides products and services at the intersection of the insurance, private equity, and hedge fund industries. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients, solving risk related issues utilizing insurance and alternative capital. Vanbridge's unique structuring and plan design techniques support various client objectives including cost reductions and enhancements to investment strategies that strengthen long-term financial performance. https://www.vanbridge.com

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.division.

Related link: https://www.epicbrokers.com/

Valentis International Engages OGGI EQUITY, Europe

PITTSBURGH, Pa. /ScoopCloud/ -- Valentis recently engaged OGGI EQUITY, the European private equity consultancy and financial firm, to consult, advise, and guide Valentis on strategic planning in equity, corporate compliance, stock market goals, European development, and other expansion or focus areas. Valentis seeks to build its resources, with outside assistance, ventures, facilities, and plans, while internally advancing, organically, increased operations, revenue growth, and diverse services and protective services personnel.

Valentis also intends to achieve projected goals through other related means, like acquisitions, quality protocols, and additional protective services divisions.

According to Gary Morrison, Public Information Officer, of Valentis International Group, "Valentis has achieved early stage pre-IPO competency and guidance in a matter of months and for less than traditional costs and expenses by utilizing OGGI EQUITY long term developed relationships like public company transfer agency, broker dealer consulting, securities law compliance, nomination of licensed auditing firm, etcetera, with short term private equity and long term public company, planning or forecasts."

About Valentis:

Valentis International Group, Inc. ("Valentis") is a fully operational security and safety logistics solution for a variety of clients and security concerns. We are growing domestically, and envision global ventures, in risk management and security logistics with current services and products under development to create a network of global affiliates, lead through branding, and expand our clients; financial institutions, governments, religious facilities, maritime, cybersecurity, currency logistics, combined with specially-developed training, software and telecommunication consultancy, and more.

We are mindful and committed and care about our clients, team, and shareholders.

Learn more at: https://valentisinternational.com/

About OGGI Equity:

OGGI Equity is a European private consultancy and equity firm with a primary focus on guiding and taking a position in USA companies operating across diversified sectors, that meet stringent terms and conditions. Thus, emerging private companies show promise of expansion and public valuation incorporating a network of public company related advisors, including attorneys, accountants, regulatory advisors, auditor, and those with financial industry experience.

For further information: enquire@oggiequity.org
Web: https://www.oggiequity.com/

NOTE: Above includes forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include without limitation those about the Company's activities, plans and relationships. These statements involve risks and uncertainties (like need to achieve goals, competition and more) and actual results may differ. More information on these risks and other potential factors are available from the Company. The Company assumes no obligation to update any forward-looking statements or information. This announcement is for informational purposes only. This announcement is not an offer to purchase or a solicitation of an offer to sell any securities.

Valentis recently engaged OGGI EQUITY, the European private equity consultancy and financial firm, to consult, advise, and guide Valentis on strategic planning in equity, corporate compliance, stock market goals, European development, and other expansion or focus areas.

Related link: https://valentisinternational.com/

Cold Chain Capital, LLC launches: Private Equity Firm Focused on Air Conditioning and Refrigeration

SYRACUSE, N.Y. /ScoopCloud/ -- Cold Chain Capital(TM) LLC ("Cold Chain Capital"), a Fayetteville, N.Y.-based private equity firm, announced its launch today. The company focuses on the heating, ventilation, air conditioning and refrigeration industry ("HVACR").

Founded by Greg Deldicque, an HVACR industry veteran, and supported by long-time senior advisors, Ken Fox, Mark Cywilko, Jean-Pierre Xiberras, Bertrand Bigay and Brad Hardesty, Cold Chain Capital makes control investments in middle-market HVACR companies with revenues between $50 million and $500 million.

Investments span OEM/manufacturing, service/installation and wholesale/distribution. Geographically, it focuses on companies with headquarters in North America, South America and Europe.

Cold Chain Capital's managing partner and senior advisors have a combined HVACR and investment experience of more than 200 years. Several company leaders have held president positions with leading air conditioning and refrigeration companies, as well as have had tenure at premier investment banks and strategy consulting companies.

"We see exciting private equity opportunities in the air conditioning and refrigeration industries," Deldicque says.

There are several reasons why. They include:
* Macro fundamentals: large industry with GDP+ growth and high fragmentation
* Margin runway for many participants
* Industry disruption due to new retail formats, energy efficiency and new refrigerants requirements, as well as new digital/traceability technologies
* High sustainability impact: global warming and food waste reduction
* Downside protection: tied to food and pharma, idiosyncratic industry and replacement/aftermarket driven.

"Cold Chain Capital's clear focus on HVACR middle-market companies and operational capabilities provide clear benefits to its portfolio companies, their management teams and potential sellers," Deldicque adds.

It welcomes investments in companies at all stages of their business cycles, including business growth, transformations, turn-arounds (including negative EBITDA or free cash-flow), carve-outs and roll-ups. Cold Chain Capital has strong values and takes a collaborative and ethical approach to all its investments.

Prior to founding Cold Chain Capital, Greg Deldicque held a variety of executive positions. He was a senior executive with Carrier, a division of United Technologies; a principal with The Boston Consulting Group; a financial analyst at Goldman Sachs International in their Principal Investment Area; and an officer in the French Marines. During his career, he's completed more than 20 business acquisitions and divestitures. He holds an MBA from the Harvard Business School and a bachelor in business from ESSEC Business School in France.

Cold Chain Capital is already in advanced conversations with several potential acquisitions and welcomes new opportunities.

For more information: https://coldchaincapital.com.

Cold Chain Capital LLC, a Fayetteville, N.Y.-based private equity firm, announced its launch today. The company focuses on the heating, ventilation, air conditioning and refrigeration industry ("HVACR").

Related link: https://coldchaincapital.com