Cogent Partners

Description

Cogent Partners is a boutique, private equity-focused investment bank and advisory firm and was one of the first advisory firms dedicated to transactions in the private equity secondary market. Founded: 2002 Headquarters: Dallas, TX Number of employees: 46 Founders: Colin McGrady, Brian Mooney, Scott Myers, Ian Charles, Stephen Sloan Parent organization: Greenhill & Co. Subsidiary: CP Cogent Asset Management, LP

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Cogent Partners Employees

Employee
Years
Job
Industry
Bill Farrell Bill Farrell Dallas/Fort Worth Area Details
Bill Farrell's Cogent Partners Experience August 2003 - August 2011
Job CoFounder, Managing Director at LP Analyst, Private Equity Advisory and Analysis Solutions
Industry Venture Capital & Private Equity
Experience
LP Analyst  September 2011 - Present
Cogent Partners   August 2003 - August 2011
Bear Stearns  July 2001 - October 2001
SunTrust Robinson Humphrey  June 2000 - August 2000

Skills
Private Equity, Venture Capital, Alternative Investments, Due Diligence, Risk Monitoring, Valuation, Financial Modeling, Portfolio Management, Start-ups, Investments, Corporate Finance, Strategy, Entrepreneurship, Analysis, Risk Management, Financial Analysis, Mutual Funds, Corporate Development, Investment Banking, Capital Markets, Asset Management, Emerging Markets, Equities, Mergers & Acquisitions, LBO, Restructuring, Investment Management, Investor Relations, M&A experience

Education
The University of Texas at Austin   1997 — 2001
BBA, Major in Finance, Minor in Spanish

ESADE Business School   1999 — 1999
Summer Program, International Business, International Finance and Global Marketing

Austin Pearson Austin Pearson Houston, Texas Details
Austin Pearson's Cogent Partners Experience January 2009 - April 2009
Job Associate at EIG Global Energy Partners
Industry Oil & Energy
Experience
EIG Global Energy Partners  September 2013 - Present
Citi  October 2010 - September 2013
UBS Investment Bank  July 2010 - October 2010
Howard Frazier Barker Elliott, Inc.   July 2009 - July 2010
Cogent Partners   January 2009 - April 2009

Education
Southern Methodist University   2005 — 2009
BBA, Finance

The Peddie School   2001 — 2005

Jeffrey Butt Jeffrey Butt Austin, Texas Details
Jeffrey Butt's Cogent Partners Experience April 2012 - December 2012
Job Associate at Cotton Creek Capital
Industry Venture Capital & Private Equity
Experience
Cotton Creek Capital  August 2015 - Present
Stephens Inc.  November 2013 - June 2015
The Spartan Group LLC   July 2013 - November 2013
Cogent Partners   April 2012 - December 2012

Skills
Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Private Equity, Valuation, Spanish, Portfolio Management, Mergers & Acquisitions, Bloomberg, Capital IQ, HTML, Investment Banking, Due Diligence, Corporate Finance, PowerPoint, Analysis, Investments

Education
Southern Methodist University - Cox School of Business
BBA, Finance

American School Foundation of Monterrey Mexico   1997 — 2007
Highschool

Daniel Stevens Daniel Stevens San Francisco Bay Area Details
Daniel Stevens's Cogent Partners Experience 2007 - 2009
Job Head of Business Operations at Radius Intelligence
Industry Internet
Experience
Radius Intelligence  2014 - Present
LiveRamp (Acquired by ACXM)   2014 - 2014
Industry Ventures  2009 - 2014
Cogent Partners   2007 - 2009

Skills
Private Equity, Valuation, Venture Capital, Investments, Portfolio Management, Financial Modeling, Investment Banking, Mergers & Acquisitions, Fund Of Funds, Due Diligence, Funding, Hedge Funds, Corporate Development, Corporate Finance, M&A experience

Education
Duke University   2003 — 2007
AB, Economics, Spanish, Markets & Management Studies

Mason Nyhoff Mason Nyhoff Greater New York City Area Details
Mason Nyhoff's Cogent Partners Experience June 2013 - August 2013
Job Incoming HSBC Leveraged & Acquisition Finance Analyst
Industry Investment Banking
Experience
HSBC Global Banking and Markets  July 2015 - Present
HSBC Global Banking and Markets  June 2014 - August 2014
Cogent Partners   June 2013 - August 2013
Marcus & Millichap  January 2013 - April 2013
1-800-GOT-JUNK?  February 2011 - August 2011

Skills
Conversational Mandarin..., Intermediate Excel and..., Global Experience, Corporate Finance, Financial Accounting, Investments, Financial Analysis, Teamwork, Databases, Valuation, Finance, Statistics

Education
Emory University   2011 — 2015
Double Major: Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Business(Finance)/Chinese, Sophomore

Peking University   2012 — 2012
Intensive Mandarin Study Abroad Program

Chad Cohen Chad Cohen Dallas/Fort Worth Area Details
Chad Cohen's Cogent Partners Experience May 2010 - May 2011
Job Managing Member at Lone Wolf Oil Co., LLC
Industry Oil & Energy
Experience
Lone Wolf Oil Co., LLC   September 2014 - Present
Cholla Petroleum Inc.  July 2012 - September 2014
Raymond James, Oil & Gas Investment Banking Group   May 2011 - August 2011
Cogent Partners   May 2010 - May 2011

Skills
Economics, Capital IQ, Venture Capital, Bloomberg, Investments, Upstream, Petroleum, Capital Markets, Microsoft Office, Oil/Gas, Analysis, Joint Ventures, Market Research, Data Analysis, Microsoft Word, Business Strategy, Gas, Entrepreneurship, Lease Negotiations, Training, Equities, Valuation, Acquisitions, Private Equity, Mergers & Acquisitions

Education
Southern Methodist University - Cox School of Business   2008 — 2012
Bachelor of Business Administration (BBA), Finance, with a Specialization in Alternative Asset Management

Trinity Christian Acadmey - Addison, TX   1997 — 2008

Michael A. Driscoll Michael A. Driscoll Greater New York City Area Details
Michael A. Driscoll's Cogent Partners Experience August 2008 - October 2009
Job Managing Director; Global Risk Analytics at Bank of America
Industry Investment Management
Experience
Bank of America  September 2015 - Present
AIG  May 2010 - June 2015
SUNY Stony Brook Advisory Board   2008 - 2011
Cogent Partners   August 2008 - October 2009
Allianz  April 2003 - January 2008
Zurich Insurance Company Ltd  January 1999 - March 2001
AIG  October 1994 - January 1999
Lehman Brothers  October 1989 - October 1994
Merrill Lynch  July 1987 - September 1989
AT&T Bell Laboratories  June 1985 - June 1988

Skills
Valuation, Investment Banking, Capital Markets, Risk Management, Portfolio Management, Financial Modeling, Private Equity, Commercial Real Estate, Structured Products, Credit Risk, Financial Risk, Asset Management, Derivatives, Fixed Income, Structured Finance, Hedge Funds, Equities, Investments, Alternative Investments

Education
Stony Brook University   1983 — 1985
Ph.D., Applied Mathematics and Statistics

Stony Brook University   1983 — 1985
MSME, Mechanical Engineering

Stony Brook University   1981 — 1983
MS, Applied Mathematics and Statistics

Stony Brook University   1978 — 1981
BS, Mathematics and Applied Mathematics

Northport H.S.   1975 — 1978

Jiamin Jake Liu Jiamin Jake Liu College Park, Maryland Details
Jiamin Jake Liu's Cogent Partners Experience December 2011 - January 2012
Job graduate student at University of Maryland
Industry Banking
Experience
Cogent Partners   December 2011 - January 2012
HSBC  August 2011 - August 2011

Education
University of Maryland - Robert H. Smith School of Business   2013 — 2015
Master's Degree, Finance, General, 3.85

Fudan University   2009 — 2013
Bachelor's Degree, Finance and Financial Management Services

Sun Choi Sun Choi San Francisco Bay Area Details
Sun Choi's Cogent Partners Experience January 2011 - April 2011
Job Senior Associate Payments Strategy
Industry Investment Banking
Experience
SVB Financial Group  July 2015 - Present
SVB Financial Group  January 2014 - Present
Wells Fargo Securities  January 2012 - December 2013
StepStone Group  August 2011 - December 2011
Quantum Reservoir Impact (QRI)   June 2011 - August 2011
Chrysler  April 2011 - June 2011
Cogent Partners   January 2011 - April 2011
Beneficial Financial Group  August 2010 - December 2010
Pinnacle Security  April 2008 - August 2010
Canada Toronto East Mission   December 2005 - December 2007

Skills
Valuation, Private Equity, Mergers, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Fixed Income, Capital Markets, Bloomberg

Education
Brigham Young University
B.S, Marriott School of Management, Finance; Korean

Punahou School   2001 — 2005

Caitlin Holcomb (Lester) Caitlin Holcomb (Lester) Dallas, Texas Details
Caitlin Holcomb (Lester)'s Cogent Partners Experience September 2010 - April 2011
Job Senior Financial and Operational Analyst at GameStop
Industry Retail
Experience
GameStop  May 2013 - Present
Stephens Inc.  June 2011 - April 2013
Cogent Partners   September 2010 - April 2011
Frost Bank  June 2010 - July 2010
SMU Cox School of Business  August 2009 - July 2010
World Affairs Council  January 2009 - April 2009
Gaines Industrial Water   2008 - 2008
Frayed   2007 - 2007

Skills
Valuation, Financial Analysis, Word, Excel, Microsoft Office, PowerPoint, Financial Modeling, Forecasting, Business Strategy, Microsoft Excel, Microsoft Word, Analysis, Mergers & Acquisitions, Strategy, Finance, Private Equity, Competitive Analysis, Strategic Planning

Education
Southern Methodist University - Cox School of Business   2007 — 2011
Bachelor's Degree, Finance

Jay Ganatra Jay Ganatra San Francisco, California Details
Jay Ganatra's Cogent Partners Experience July 2007 - February 2010
Job Senior Manager Corporate Development at Yelp
Industry Internet
Experience
Yelp  May 2014 - Present
Industry Ventures  July 2011 - April 2014
Sabre Holdings  March 2010 - July 2011
Cogent Partners   July 2007 - February 2010

Skills
Venture Capital, Due Diligence, Investments, Investment Banking, Financial Modeling, Mergers, Valuation, Private Equity, Financial Analysis, Corporate Finance, Asset Managment, Portfolio Management, Start-ups, Finance, Hedge Funds, Mergers & Acquisitions, LBO, Entrepreneurship, M&A experience, Asset Management, Alternative Investments, Corporate Development

Education
Duke University   2003 — 2007
B.S., A.B., Economics, Public Policy Studies

Grant Gillespie Grant Gillespie Greater New York City Area Details
Grant Gillespie's Cogent Partners Experience May 2007 - August 2007
Job Brand Manager at Equinox
Industry Publishing
Experience
Equinox  January 2014 - Present
Rodale  January 2012 - Present
Coca-Cola Refreshments  August 2008 - January 2012
glaceau  May 2008 - August 2008
Cogent Partners   May 2007 - August 2007
CresaPartners  May 2006 - August 2006

Skills
Financial Modeling, Financial Analysis, Marketing, Business Development, Real Estate, Integrated Marketing, Investments, Cross-functional Team..., Strategy, Competitive Analysis, Consumer Products, Brand Management, Program Management, Research

Education
Southern Methodist University   2004 — 2008
BBA, Finance, Economics

Pace Academy

Veeral Rathod Veeral Rathod Dallas/Fort Worth Area Details
Veeral Rathod's Cogent Partners Experience January 2003 - August 2006
Job
Industry Retail
Experience
Cogent Partners   January 2003 - August 2006
Credit Suisse First Boston, Technology Group  July 2001 - December 2002

Skills
Private Equity, Retail, Entrepreneurship, Fashion, E-commerce, Marketing Strategy, Corporate Development, Mergers & Acquisitions, Mergers, Financial Modeling, Apparel, Venture Capital, Merchandising, Sales, Social Media Marketing

Education
University of Pennsylvania   1997 — 2001
BA, International Relations, Economics

St. Mark's School of Texas   1991 — 1997
High School

William Cooper William Cooper New York, New York Details
William Cooper's Cogent Partners Experience 2008 - 2011
Job CoFounder & Head of Research at Caption Partners
Industry Financial Services
Experience
Caption Partners   2012 - Present
Landmark Partners  2011 - 2012
Cogent Partners   2008 - 2011

Education
Duke University   2007 — 2008
Master's degree, Engineering

Duke University   2003 — 2007
BSE, Biomedical Engineering

Stephen Weiner Stephen Weiner Washington, District Of Columbia Details
Stephen Weiner's Cogent Partners Experience January 2013 - July 2013
Job College BBA Junior Seeking Finance Internship
Industry
Experience
Cushman & Wakefield  June 2015 - August 2015
Fosun Group  June 2014 - August 2014
Cogent Partners   January 2013 - July 2013
Solar Energy Industries Association  July 2012 - August 2012
Institute for Education  2010 - 2012
United States Senate  June 2011 - August 2011
LearnServe International  September 2010 - May 2011

Skills
Chinese, Social Entrepreneurship, Politics, Public Speaking, Research, Event Planning, Finance, Capital Markets

Education
Emory University - Goizueta Business School   2013 — 2017
Bachelor of Business Administration; Double Major: Chinese

Nanjing University
Chinese Language

East China Normal University   2012 — 2013
Gap Year program

Sidwell Friends School   2006 — 2012
High School Diploma

Ecole Hamaide   1999 — 2006

Adam Tauzel Adam Tauzel Dallas, Texas Details
Adam Tauzel's Cogent Partners Experience August 2011 - July 2013
Job Manager Strategy & Operations at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting  August 2013 - Present
Cogent Partners   August 2011 - July 2013
FTI Consulting, Inc.   April 2008 - July 2011
KPMG  September 2003 - April 2008

Skills
Due Diligence, Valuation, Financial Modeling, Restructuring, Corporate Finance, Strategy, Investments, Mergers & Acquisitions, Business Valuation, Financial Analysis, Financial Reporting, Private Equity, Hedge Funds, Financial Services, Portfolio Management, Finance, Consulting, Management, Management Consulting, Business Strategy, Strategic Planning, CPA, Analysis, Investment Banking, CFOs, Business Process...

Education
Southern Methodist University - Cox School of Business   2002 — 2003
Masters, Accounting

Southern Methodist University   1998 — 2002
Bachelors, Business Administration

Patrick Shattenkirk Patrick Shattenkirk Greater New York City Area Details
Patrick Shattenkirk's Cogent Partners Experience July 2003 - April 2007
Job Managing Director at Hycroft
Industry Investment Banking
Experience
Hycroft  2013 - Present
Secondcap Limited   2011 - 2012
Vestar Capital Partners  2007 - 2010
Cogent Partners   July 2003 - April 2007
Deutsche Bank  1999 - 2003
Morgan Stanley  1980 - 1998

Education
University of Pennsylvania - The Wharton School   1980 — 1982
Master of Business Administration (MBA), Finance/Accounting

Brown University   1973 — 1978
AB, Economics/English

Phil Quist Phil Quist Greater Los Angeles Area Details
Phil Quist's Cogent Partners Experience September 2009 - March 2010
Job Agent Trainee at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency  April 2015 - Present
Creative Artists Agency  October 2012 - March 2015
4AM DJs  July 2012 - October 2012
Morgan Stanley  June 2011 - August 2012
Rogers Healy and Associates  June 2009 - May 2011
Morgan Stanley  June 2010 - August 2010
Cogent Partners   September 2009 - March 2010

Skills
Music Industry, A&R, Talent Scouting, Entertainment, Sports Management, Music Publishing, Talent Management, SNL, Financial Services, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Electronic Music

Education
Southern Methodist University   2007 — 2011
BBA, Finance, 3.8 GPA

Angelle Sellers Angelle Sellers Dallas/Fort Worth Area Details
Angelle Sellers's Cogent Partners Experience January 2008 - May 2008
Job Executive Assistant at Spencer Stuart
Industry Consumer Goods
Experience
Spencer Stuart  May 2011 - Present
Dean Foods  May 2008 - May 2011
Cogent Partners   January 2008 - May 2008
Bain & Company  January 2001 - January 2008
Bain & Company  January 2000 - January 2008
Bain & Company  June 1998 - January 2000

Skills
Strategic Planning

Education
University of Louisiana at Lafayette
BA in Business Administration, Business, Marketing

Brittany Glendenning, CPA, MBA Brittany Glendenning, CPA, MBA Dallas, Texas Details
Brittany Glendenning, CPA, MBA's Cogent Partners Experience September 2010 - November 2010
Job Assistant Controller at Lantern Asset Management, LP
Industry Accounting
Experience
Lantern Asset Management, LP   October 2011 - Present
Goldman Sachs  November 2010 - October 2011
Cogent Partners   September 2010 - November 2010
KPMG Audit  August 2008 - September 2010

Skills
Asset Management, Accounting, Investments, SEC filings, CPA, Internal Controls

Education
The University of Texas at Austin - Red McCombs School of Business   2004 — 2008
Masters, Accounting

Hawaii Pacific University   2003 — 2004

Niraj Arjan Niraj Arjan New York, New York Details
Niraj Arjan's Cogent Partners Experience July 2012 - August 2013
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore  December 2014 - Present
Lone Star Funds  February 2014 - December 2014
Cogent Partners   July 2012 - August 2013
PwC  June 2011 - July 2011

Skills
Valuation, Financial Modeling, Bloomberg, Due Diligence, Capital IQ, Financial Analysis, Private Equity, Portfolio Management, Structured Products, Real Estate, Corporate Finance, Business Valuation, Capital Markets, Economics, Data Analysis, Alternative Investments, Finance, LBO, DCF Valuation

Education
The University of Texas at Austin - The Red McCombs School of Business   2009 — 2012
B.S., Finance

The University of Texas at Austin   2008 — 2012
B.S., Communication Studies: Political Communication

Passed Level I of the CFA Program

Ben Ulrich Ben Ulrich Dallas/Fort Worth Area Details
Ben Ulrich's Cogent Partners Experience May 2007 - August 2007
Job Director at VMG Health
Industry Financial Services
Experience
VMG Health  January 2015 - Present
VMG Health  December 2011 - December 2014
VMG Health  December 2009 - December 2011
VMG Health  June 2008 - December 2009
Cogent Partners   May 2007 - August 2007
Dallas Social Venture Partners  May 2006 - August 2006

Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Analysis, Research, Forecasting, Data Analysis, Healthcare, Business Valuation

Education
Southern Methodist University   2004 — 2008
Bachelor of Arts, Religious Studies

Southern Methodist University - Cox School of Business   2004 — 2008
Bachelor of Business Administration, Finance

Jill McCormack Jill McCormack Dallas/Fort Worth Area Details
Jill McCormack's Cogent Partners Experience February 2003 - January 2004
Job IT Communications & Training Manager at Parsons
Industry Construction
Experience
Parsons  July 2009 - Present
Parsons  June 2007 - July 2009
Perot Systems  January 2004 - January 2007
Cogent Partners   February 2003 - January 2004
Dresdner Kleinwort Wasserstein  January 2002 - February 2003
Credit Suisse  March 1998 - October 2001
Ericsson  June 1995 - March 1998

Skills
Content Development, Team Leadership, Corporate Communications, Newsletters, Technical Writing, SharePoint, Microsoft Office, Technical Documentation, RoboHelp, Software Documentation, Adobe Acrobat, Visio, PowerPoint, Management, Training, Program Management, Leadership, Access, Integration, Process Improvement, Engineering, Process Scheduler, Contract Management, Strategy, Budgets, Analysis, Team Building

Education
Collin County Community College
Multimedia

University of North Texas
Business

Richard Nystrom Richard Nystrom Dallas/Fort Worth Area Details
Richard Nystrom's Cogent Partners Experience April 2010 - May 2012
Job Institutional Equity Sales at Barclays
Industry Financial Services
Experience
Barclays  October 2013 - Present
Barclays Wealth and Investment Management  June 2012 - October 2013
Cogent Partners   April 2010 - May 2012
RBC Wealth Management  March 2008 - March 2010

Skills
FINRA Series 7, Securities, FINRA, Wealth Management, Investments, Bloomberg, Financial Modeling, Series 7, Valuation, Portfolio Management, Market Research, Equities, Asset Management, Corporate Finance, Asset Allocation, Bonds, Investment Strategies

Education
Southern Methodist University - Cox School of Business   2010 — 2012
MBA, Investments & Alternative Assets

Southern Methodist University - Cox School of Business   2001 — 2005
BBA, Finance

Southern Methodist University - Dedman College   2001 — 2005
BA, Economics

Thomas Mikula Thomas Mikula Greater New York City Area Details
Thomas Mikula's Cogent Partners Experience June 2006 - November 2008
Job Vice President at Newbury Partners
Industry Financial Services
Experience
Newbury Partners  March 2012 - Present
Adams Street Partners  January 2009 - February 2012
Cogent Partners   June 2006 - November 2008

Education
Harvard University   2002 — 2006

Brad Hanan Brad Hanan Greater New York City Area Details
Brad Hanan's Cogent Partners Experience July 2006 - September 2009
Job Vice President at Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group  January 2013 - Present
Partners Group  January 2011 - January 2013
Partners Group  December 2009 - December 2010
Cogent Partners   July 2006 - September 2009
William Blair and Company  June 2004 - June 2006

Education
University of Michigan - Stephen M. Ross School of Business   2000 — 2004
BBA, Finance, Accounting

Latin School of Chicago

Grant Jackson Grant Jackson Dallas/Fort Worth Area Details
Grant Jackson's Cogent Partners Experience June 2004 - August 2004
Job Director, Associate Portfolio Manager for Invesco
Industry Investment Management
Experience
Invesco  June 2005 - Present
Cogent Partners   June 2004 - August 2004
PricewaterhouseCoopers, LLP  May 2000 - August 2003

Skills
Valuation, Due Diligence, Financial Modeling, Asset Managment, Investments, Private Equity, Financial Analysis, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Capital Markets, Real Estate Economics, Risk Management, Equity Research, Process Improvement, Equity Valuation

Education
Southern Methodist University   2003 — 2005
MBA

University of Texas at Austin   1996 — 2000
Bachelor of Science, Mechanical Engineering

Naiel Iqbal Naiel Iqbal New York, New York Details
Naiel Iqbal's Cogent Partners Experience June 2004 - August 2004
Job Tiger Global Management
Industry Investment Management
Experience
Tiger Global Management  2014 - Present
NI Design / Naiel.com   November 1999 - Present
Caxton HAWK, associated with Caxton Associates   2011 - 2014
JPMorgan  2007 - 2011
JPMorgan  2006 - 2007
Deutsche Bank  June 2005 - August 2005
Cogent Partners   June 2004 - August 2004

Skills
Equities, Trading, Fixed Income, Global Macro, Quantitative Analytics, FX Options, Portfolio Management, Quantitative Analysis, Emerging Markets, Python, VBA, C#, Commodity, Investment Banking, Bloomberg, Hedging

Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics

Plano East Senior High   2000 — 2002
High School

Rob Chalmers Rob Chalmers Dallas/Fort Worth Area Details
Rob Chalmers's Cogent Partners Experience May 2004 - August 2004
Job Co Founder Executive Vice President & CFO at Meritum Energy Holdings, LP
Industry Oil & Energy
Experience
Meritum Energy Holdings, LP   March 2015 - Present
JP Energy Partners, LP  December 2010 - February 2015
FTI Consulting  June 2005 - December 2010
Cogent Partners   May 2004 - August 2004
Accenture  August 2001 - August 2003

Skills
Private Equity, Financial Modeling, Valuation, Corporate Finance, Management, Venture Capital, Energy, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Restructuring, Divestitures, Due Diligence, Strategic Thinking, Strategic Planning, Process Improvement, Business Valuation, Corporate Development, Business Strategy, Finance, Strategy

Education
Southern Methodist University - Cox School of Business   2003 — 2005
Master of Business Administration, Finance

Oklahoma State University   1996 — 2001
Bachelor of Science, Industrial Engineering

Christina Woodard Christina Woodard New York, New York Details
Christina Woodard's Cogent Partners Experience June 2005 - May 2006
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company  October 2011 - Present
GreenOrder  June 2010 - August 2010
Booz & Company  September 2006 - July 2009
Texas Lawyers for Children   September 2003 - August 2006
Cogent Partners   June 2005 - May 2006

Skills
Analysis, Due Diligence, Management Consulting, Financial Modeling, Leadership, Strategy, Private Equity, Government, Valuation, Strategic Planning, Mergers & Acquisitions, Research, Financial Analysis, Investment Banking, Management, Venture Capital, Corporate Development, Emerging Markets, Strategic Consulting, Cross-functional Team..., Business Strategy, Corporate Finance

Education
Harvard Business School   2009 — 2011
MBA

Southern Methodist University   2002 — 2006
BBA, Finance

Brian Seville, CFA Brian Seville, CFA Dallas/Fort Worth Area Details
Brian Seville, CFA's Cogent Partners Experience 2006 - 2007
Job Vice President at LStar Capital
Industry Financial Services
Experience
LStar Capital  July 2014 - Present
LStar Capital  May 2012 - June 2014
ORIX Corporate Capital  August 2010 - May 2012
ORIX Corporate Capital  July 2007 - July 2010
Cogent Partners   2006 - 2007

Skills
Investments

Education
Southern Methodist University - Cox School of Business
BBA, Finance

Eric Dance, CPA Eric Dance, CPA Dallas/Fort Worth Area Details
Eric Dance, CPA's Cogent Partners Experience March 2012 - October 2014
Job CFO at Alliance Trucking
Industry Transportation/Trucking/Railroad
Experience
Alliance Trucking   July 2014 - Present
Cogent Partners   March 2012 - October 2014
AT&T Wi-Fi Services  August 2008 - June 2012
ING Clarion  February 2008 - June 2008
PricewaterhouseCoopers  September 2005 - December 2007
Archon Group  May 2004 - August 2004

Skills
Accounting, Investments, Financial Modeling, Financial Analysis, Financial Reporting, Brazilian Portuguese

Education
Brigham Young University   1999 — 2005
Bachelor of Science (BS), Accounting

Ananya Chatterjee Ananya Chatterjee Greater New York City Area Details
Ananya Chatterjee's Cogent Partners Experience July 2008 - October 2010
Job Marketing at The Saucey Sauce Company
Industry Financial Services
Experience
Environmental Defense Fund  February 2013 - October 2013
Hamilton Lane  August 2010 - September 2012
Cogent Partners   July 2008 - October 2010
TouchStone Partners   2007 - 2007

Skills
Private Equity, Due Diligence, Financial Analysis, Alternative Investments, Investor Relations, Business Development, Fundraising, Financial Modeling, Strategy, Investment Banking, Mergers & Acquisitions

Education
University of Pennsylvania - The Wharton School   2004 — 2008
Bachelor of Science (BS)

Niko Hrdy Niko Hrdy San Francisco, California Details
Niko Hrdy's Cogent Partners Experience July 2009 - June 2011
Job President at Valley Oak Investments, LP
Industry Financial Services
Experience
Valley Oak Investments, LP   May 2009 - Present
Texas Gulf Bank, N.A.   2011 - Present
Marrone Bio Innovations (NASDAQ: MBII)   May 2013 - August 2013
AngelPool   January 2013 - August 2013
Local Food Lab  September 2012 - August 2013
Cogent Partners   July 2009 - June 2011

Skills
Start-ups, Entrepreneurship, Venture Capital, Financial Modeling, Private Equity, Food Industry, Angel Investing, Business Development, Sustainable Agriculture

Education
Harvard Business School   2013 — 2015
Master of Business Administration (MBA)

Harvard University   2005 — 2009
AB, Economics; Citation in Spanish

Jaime Prewitt Jaime Prewitt Dallas/Fort Worth Area Details
Jaime Prewitt's Cogent Partners Experience September 2008 - April 2010
Job Executive Assistant/Training Administrator at Hunt Oil Company
Industry Oil & Energy
Experience
Hunt Oil Company  April 2010 - Present
Cogent Partners   September 2008 - April 2010
Cain Watters & Associates  August 2005 - June 2008
FM Global  August 2004 - August 2005
A. Larry Ross Communications  June 2002 - August 2004

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Customer Service, Due Diligence, Human Resources, Event Planning, Accounting, Administration

Education
Baylor University   1997 — 2001
Bachelor of Arts (B.A.), Business/Corporate Communications

Angelle Sellers Angelle Sellers Dallas/Fort Worth Area Details
Angelle Sellers's Cogent Partners Experience Executive AssistantBain & CompanyJune 1998 - January 2008
Job Executive Assistant at Cogent Partners
Industry Venture Capital & Private Equity
Experience
Cogent Partners   Executive AssistantBain & CompanyJune 1998 - January 2008

Education
University of Louisiana at Lafayette

Stephen Sloan Stephen Sloan Dallas/Fort Worth Area Details
Stephen Sloan's Cogent Partners Experience February 2002 - March 2015
Job Managing Director / CoHead of Capital Advisory
Industry Investment Banking
Experience
Greenhill & Co.   April 2015 - Present
Cogent Partners   February 2002 - March 2015

Education
University of Pennsylvania - The Wharton School

Luiz Phillipe Rizental Luiz Phillipe Rizental Greater Chicago Area Details
Luiz Phillipe Rizental's Cogent Partners Experience October 2007 - April 2008
Job Trader at TransMarket Group, L.L.C.
Industry Financial Services
Experience
TransMarket Group, L.L.C.   June 2013 - Present
Jefferies & Company, Inc   May 2010 - February 2013
Wells Fargo & Co  January 2009 - May 2010
Scotia Waterous  May 2008 - August 2008
Cogent Partners   October 2007 - April 2008
Apartment Realty Advisors  2006 - 2006

Skills
Bloomberg, DBC, Series 7, Series 63, Excel models, ThomsonOne, Brazilian Portuguese, Spanish, Public Finance, Valuation, Investment Banking, Municipal Bonds, Bond Pricing, Due Diligence, Banking, Financial Modeling, Bloomberg Terminal, Private Equity, Corporate Finance, Trading, Capital Markets

Education
Southern Methodist University   2005 — 2008
Finance, Economics

Southern Methodist University   2005 — 2008
Bachelor of Business Administration, FinanceFinance

Southern Methodist University - Cox School of Business   2005 — 2008
Bachelor of Business Administration (BBA), Finance

David Calvert David Calvert Dallas/Fort Worth Area Details
David Calvert's Cogent Partners Experience December 2012 - August 2013
Job Senior Associate at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc.   January 2015 - Present
Crestline Investors, Inc.   September 2013 - December 2014
Cogent Partners   December 2012 - August 2013
Cogent Partners   December 2010 - November 2012
Raytheon  December 2009 - November 2010
Rockwood Investment Partners  September 2008 - December 2008
US Securities and Exchange Commission  July 2008 - August 2008
Oxford Finance Corporation  May 2008 - June 2008

Skills
Portfolio Performance..., Financial Modeling, Due Diligence, Valuation, Private Equity, Real Estate, Venture Capital, Hedge Funds, Asset Management, Financial Analysis, Analysis, Finance, Mutual Funds, Corporate Finance

Education
Southern Methodist University   2005 — 2009
Bachelor of Business Administration, Finance

The Potomac School   2001 — 2005

Adam Goldstein, CFA Adam Goldstein, CFA Greater New York City Area Details
Adam Goldstein, CFA's Cogent Partners Experience 2006 - 2008
Job Director at Columbia Investment Management Company
Industry Investment Management
Experience
Columbia Investment Management Company  July 2014 - Present
Columbia Investment Management Company  July 2011 - June 2014
Columbia Investment Management Company  October 2008 - June 2011
Cogent Partners   2006 - 2008

Skills
Valuation, Private Equity, Alternative Investments, Financial Modeling, Portfolio Management, Due Diligence, Hedge Funds

Education
University of Pennsylvania   2002 — 2006

Jeong Yoon Kim Jeong Yoon Kim Greater New York City Area Details
Jeong Yoon Kim's Cogent Partners Experience June 2009 - October 2010
Job Associate at Macquarie Infrastructure and Real Assets
Industry Financial Services
Experience
Macquarie Infrastructure and Real Assets  April 2012 - Present
Macquarie Capital  November 2010 - October 2011
Cogent Partners   June 2009 - October 2010

Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Equities, Corporate Finance, Bloomberg, Hedge Funds, Due Diligence, Financial Analysis, Investments

Education
University of Pennsylvania - The Wharton School   2005 — 2009
BSc in Economics, Finance

Alek Blankenau Alek Blankenau Dallas/Fort Worth Area Details
Alek Blankenau's Cogent Partners Experience July 2010 - June 2012
Job Vice President at Lone Star Investment Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Lone Star Investment Advisors, LLC  July 2012 - Present
Cogent Partners   July 2010 - June 2012
Natsource  June 2009 - August 2009
Platte Institute for Economic Research  June 2008 - August 2008
Arbor Day Foundation  June 2007 - August 2007

Skills
Investment Banking, Private Equity, Asset Managment, Leveraged Finance, Hedge Funds

Education
Harvard University   2006 — 2010
Bachelor of Arts (BA), Economics

Lincoln Southeast High School   2002 — 2006

Nicole Schoemer Nicole Schoemer Denver, Colorado Details
Nicole Schoemer's Cogent Partners Experience September 2011 - May 2012
Job Financial Analyst II at Anadarko Petroleum
Industry Oil & Energy
Experience
Anadarko Petroleum  July 2012 - Present
Cogent Partners   September 2011 - May 2012
Delta Sigma Pi - Beta Phi Chapter   May 2011 - May 2012
Alpha Phi Omega - Alpha Omicron Chapter   May 2011 - December 2011
Alpha Phi Omega - Alpha Omicron Chapter   January 2011 - November 2011
Bell Helicopter  June 2011 - August 2011
Atlas Service Link, LLC  August 2009 - April 2011
GE Capital Europe   September 2010 - December 2010

Skills
Microsoft Office, Microsoft Excel, Finance, Financial Modeling, Valuation, Capital IQ, Bloomberg Terminal, Leadership, Auditing, SAP, Time Management, Financial Analysis, Credit Analysis, Internal Audit, Oil & Gas Industry, Midstream, Spanish, Economics, Due Diligence

Education
Southern Methodist University   2008 — 2012
Cox School, Financial Consulting

University of Westminster   2010 — 2010

Pope John Paul II High School   2004 — 2008

Jeffrey (Yuefeng) Li Jeffrey (Yuefeng) Li Greater New York City Area Details
Jeffrey (Yuefeng) Li's Cogent Partners Experience November 2011 - January 2012
Job Intern Analyst at Roubini Global Economics
Industry Investment Banking
Experience
Roubini Global Economics  February 2014 - Present
Cogent Partners   November 2011 - January 2012
Deloitte China  June 2010 - August 2010

Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Private Equity, Economics, Hedge Funds, Microsoft Office, Bloomberg, Microsoft Excel, investments, Financial Analysis, Capital Markets

Education
New York University   2012 — 2014
Master's Degree, Economics

Fudan University   2008 — 2012
Bachelor's Degree, Financial management