At this program, the panelists will share their experiences in a discussion of governance challenges in the world of private equity, including the identification and selection of qualified individuals to serve as fiduciary board and advisory board directors. The panelists will discuss the kinds of board level issues that are associated with serving as a director in private equity portfolio companies and highlight those that are most challenging.
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Mr. Calton is a Founding Partner of Summit Park, a private investment firm based in Charlotte, North Carolina. He has over 30 years of principal investing and investment banking experience and has spent the majority of his professional career advising and investing in lower middle market companies.
Prior to founding Summit Park in 2006, Mr. Calton was a Partner at Wachovia Capital Partners (and its predecessor First Union Capital Partners) where he focused on investments in the business services and manufacturing sectors. Previously, he was a Managing Director and Shareholder at Bowles Hollowell Conner & Co., which, prior to its sale to First Union Corporation in 1998, was the leading independent merger and acquisition advisory firm focused on the middle market. Prior to attending graduate business school, he was an Analyst in the investment banking division at Morgan Stanley & Co. in New York and in the venture capital business as an Associate at Morgan Stanley Research Ventures in San Francisco.
Mr. Calton currently serves on the Board of Directors of C.A.R.S. Protection Plus, Fast Growing Trees, Parkline, smarTours, and Tennessee Industrial Electronics. He previously served as a Board Member at Arkive, Charter Brokerage Holdings, Control Company, NSi Holdings, Sentry Security Systems, and U.S. Salt Holdings.
A native of Nashville, Tennessee, Mr. Calton received his undergraduate business degree from Southern Methodist University and received his MBA from the Harvard Business School.
Ridgemont Equity Partners
Rob is a Partner and member of the investment committee. He is primarily responsible for the group’s investment activity in the Business and Industrial Services sector. Rob serves on the board of directors for The Cook and Boardman Group, Transportation Insight, Nolan Transportation Group, and Worldwide Express.
Prior to joining BACI in 1997, Rob was a management consultant at McKinsey & Co., Inc., where he advised clients in the transportation, financial services, telecommunications, and manufacturing industries. Previously, he was a vice president at Allied Capital, and an investment banker at Bowles Hollowell Conner & Co.
Rob earned an M.B.A. from Harvard University and a B.A. in Economics from the University of North Carolina at Chapel Hill, where he graduated with Highest Distinction and was elected to Phi Beta Kappa.
Andrew Lindner, Managing Partner of Frontier Capital, co-founded the firm in 1999. His primary focus is on the firm’s Vertical SaaS and Healthcare IT investment activities.
Prior to co-founding Frontier, Andrew was with Atlanta-based Stephens, Inc. and also worked in the investment banking division of Bank of America. Andrew currently serves on the boards of The Children’s Scholarship Fund of Charlotte, The Fletcher School, and Charlotte Heptathlon.
Andrew enjoys spending time with his family in Hilton Head Island, playing the guitar, volunteering and spends far too much time following Bruce Springsteen on tour.
Andrew earned a BA from University of Texas and an MBA from Stanford University.
Womble Bond Dickinson
Scott is a business-focused attorney who delivers practical solutions for his clients. Scott listens to his clients’ goals and starts with those in mind. A strategic thinker, he regularly works with private equity principals, business owners and management teams to help them chart efficient paths through transactions, commercial negotiations and board-level decisions.
Scott leads executives and deal teams on major transactions and advises businesses as general outside counsel on a daily basis. He works with clients across multiple industry sectors, including technology-enabled business services, education, financial technology, engineering and other professional services.
A native of Charlotte, Scott received his undergraduate degree from the University of Georgia and his Juris Doctorate from Emory University. Scott also did post-graduate work at Oxford University in England and spent five years as a management consultant in the payment system industry with a boutique consulting firm acquired by McKinsey & Co. Building on his background in payment systems, Scott also regularly works with Queen City FinTech and the Charlotte FinTech Hub. He currently serves on the boards of Charlotte Heptathlon and WFAE (Charlotte’s NPR affiliate).