2024 Dealmakers of the Year Honorees

Presented By: PNC

 

Brett Baucum
Partner

Alejandro Capetillo
Partner
Agile Growth Equity

A growth-oriented private equity group which partners with innovative lower middle market B2B companies.

• Kobus was acquired by Agile Growth Equity through an LBO on November 20, 2023, for an undisclosed amount.
• Kobus was previously owned by a group of ~60 individual and institutional investors in the United Kingdom. The transactions required meticulous legal and tax structuring and planning performed by Agile Growth Equity’s team of cross-border advisors.

 

Quinn Heidenreich
Founder & Managing Partner
Allied Strategic Partners LLC            

A private equity firm that invests and partners with marine and waterfront hospitality businesses.

• Numerous acquisitions over the last two years, including: Prairie Creek Marina - Rogers, AR, October of 2024; Jayhawk Marina - Paola, KS, September of 2024; and Lake Perry Yacht & Marina - Perry, KS, acquired in April 2023, then dividend recap in October of 2024.

 

 

David Johnson
CFO 

Wayne Prejean
President and CEO
Drilling Tools International, Corp., (NASDAQ: DTI)

A Houston, Texas based global oilfield services company that designs, engineers, manufactures and provides a differentiated, rental-focused offering of tools for use in onshore and offshore drilling operations, as well as other cutting-edge solutions across the well life cycle. The Company operates from 16 service and support centers across North America and maintains 11 international service and support centers.

• Recent acquisition of Superior Drilling Products, Inc., August 2024
• Recent acquisition of Deep Casing Tools Limited, March 2024
• Recent acquisition of European Drilling Projects, BV, October 2024
• Completed ABL Amendment and new Term Loan providing up to a combined $105 million financing, March 2024.

 

 

Ross Lairson
Co-Founder & Chief Financial Officer

Travis Roby    
Co-Founder & CEO
Bayou Midstream

Provider of midstream services intended for oil and gas producers and marketers across the lower 48. The company offers services including crude and gas gathering, water handling and injection, gas processing, crude storage and transportation, enabling producers to reduce their delivery costs and improve the oil production process.

• Built the business in a challenging market backdrop through greenfield development, organic growth and the integration of a strategic acquisition and developed a system transporting over 55,000 barrels of crude oil per day and transloading approximately 45,000 tons of sand per month to become one of the top midstream service providers in the western Bakken market.
• Sold Bayou’s subsidiaries that own and operate crude oil gathering, storage, and transportation assets and a strategic sand transloading terminal in the western Bakken.
    

Chris Mahoney           
Managing Director and President  
Canamtex Property Management & Development

Family-owned business that acquires, builds, upgrades properties in Canada and the U.S.   This includes executive rentals in Florida, Canada, NY, as well as Commercial Properties in Texas & North Carolina.          

• Demonstrating that one can have another career after working for ‘corporate America’, Chris and his wife, Beverley, embarked on founding their own enterprise that has grown exponentially over the past 5 years.
• His most recent property development, the KDH Resort, is the largest event center/rental property in Outer Banks, NC.
• It fits 250 people for events, features 36 bedrooms, on the beach, pool, cabana, arcade, gym, theater, sports bar
• The property, on the beach, was a historic site where Orville Wright slept at the time of opening of the Wright Brothers Memorial in the 1930s.
• Convinced authorities to reclassify the land and build this facility on the ocean. It is situated so that you can look out to the ocean while also looking back to see the Wright Bros. Memorial monument.
• More than $1M in revenue in first year, with 30 weeks already booked in 2025, only its second full year. with revenue already exceeding 2024.
  
  

Sergio Maiworm         
Executive Vice President and CFO              
Talos Energy

Talos Energy responsibly develops offshore oil and gas resources essential to everyday life. Throughout the Gulf of Mexico and offshore Mexico, we maximize opportunities through agile decision-making. Our innovation and expertise make a difference, and we have decades of experience, expertise, and discipline as a deep-water exploration and production company. Revenue is generated from the sale of oil, natural gas, and NGL. Responsible stewardship guides our choices every day.

• Received $1.25 billion of debt on January 23, 2024.

 

Michael Muse              
Chief Financial Officer         
EthosEnergy

Provider of rotating equipment services and systems to the power, oil and gas industries. The company's services include maintenance, optimization and upgrading services related to fuel nozzles, aero-derivative, centrifugal compressors, turbines, generators, and transformers, thereby enabling customers to increase material life cycle and manage assets more effectively as well as making energy affordable and available and sustainable.

• Acquired by One Equity Partners through an estimated $268.63 million LBO on August 28, 2024.
• As part of the transaction, One Equity Partners will pay $95 million net cash on completion to John Wood Group and $42 million in loan notes, to be repaid around five years after completion.

 

 

David Nussbaum      
Chief Investment Officer   
Belmont Village Senior Living         

Provider of assisted living, memory care and independent living options intended to foster independence and well-being among older adults. The company offers personalized care plans, whole brain fitness, financial planning, and health and wellness programs, enabling families seeking quality care for their loved ones to experience a supportive and enriching environment.

• Previously, the company raised $146.5 million of debt financing on December 15, 2023.

 

 

Frank Parker
Chief Financial Officer         
Cart.com

Developer of unified commerce and logistics software designed to scale businesses online. The company's software offers business planning, merchant financing, order fulfillment, and marketing services, enabling clients to take control of their online business and increase their revenue.

• Raised $190 million of venture funding through a combination of debt and equity on July 17, 2024, putting the company's pre-money valuation at $1.11 billion.
• $86.2 million of equity financing was from Snowflake Ventures, PayPal Ventures, Prosperity7 Ventures, B. Riley Venture Capital, and 14 other investors also participated in the round.
• $103.78 million loan was provided by BlackRock.

 

Social Impact

Mitra Miller   
Founder & Board Chair         
Eagle Investors          

A 501c3 nonprofit that introduces under-served high school students (from Title I schools) to the business, investment, and innovation communities and empowers them for future success.

• This highly engaging, experiential program introduces students to innovation form the perspective of the investor: they learn to evaluate startup pitches similar to the investors on Shark Tank.
• Through full-day field trips to startup incubators, accelerators, and pitch competitions, students engage with diverse entrepreneurs, investors, and business leaders. They also learn foundational personal finance and business networking skills. The capstone is exclusive attendance at the world’s most prestigious academic business plan competition at Rice University, where students award a real investment prize to a company they select.
• It is developing a pipeline of future entrepreneurs, investors, and dealmakers. It is introducing these sophisticated business concepts to students – many of whom will be the first in their family to attend college – in a way that makes it fun and relatable. By the end of the program, students see these as a viable career opportunities and many are now studying business, finance, and entrepreneurship in college.
• One graduate went on to help launch the first innovation center at her college, Prairie View A&M University, an HBCU in central Texas.
• More than 500 students have gone through Eagle Investors and it is growing year-over-year. Students enter the program with no knowledge of entrepreneurship or investing and leave knowing how to evaluate the “investability” of early-stage companies.