MCP successor NexPhase Capital sold NAPA to American Securities in April 2016, realizing a 3.8x multiple and a 35% IRR on an initial equity check of $59 million. Prior to attending HBS, he graduated Magna Cum Laude with a Bachelor of Arts Degree from the University of Utah in 1989. In this article, we will take a look at the 10 stocks that billionaire Rob Citrone is buying. Prior to joining American Discover Capital, Ben was in the Valuation & Capital Markets group at BDO, where he provided business valuation services to clients nationwide operating across diversified industries. Discovery Capital is a venture capital firm specializing in early and growth stage investments. Accepted Offer. Tisha has extensive experience in multi-site sales management, training and development, growing sales teams and growing occupancy. He is also a board observer for The Intersect Group and a fund advisor to the Semcap Food and Nutrition Fund. Ben graduated from the E. J. Ourso College of Business at Louisiana State University with a B.S. The agency targeted real estate brokerages and their agents and focused on marketing strategies for lead generation and management. Well-versed in strategic planning, leadership and financial analysis, and a graduate of the U.S. He began his career in Boston in the property & casualty insurance industry where he gained proficiency in many of the nuances of risk management. From 2013-2015, Avi served as Senior Portfolio Manager for Wireless Capital Partners, a Blackstone portfolio company focused on telecom related real estate. David Kudla has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past fourteen years, and in the top 25 the past nine years. degree from Stanford University. DCM focuses on multi-asset class investing across global financial markets and uses a combination of global macro and equity long/short strategies to identify investment opportunities. His operating experience includes extensive merger & acquisition focus around strategy, contract negotiation, due diligence and integration. The process took 1 day. Prior to that, Dave served as Vice President of Strategy & Business Development for Enlivant Senior Living, where he successfully led the operational performance turnaround and strategic growth of that company. He holds a B.S. She began her career with J.P. Morgan where she oversaw top-tier and middle-market senior housing communities across multiple states, growing an affinity for the senior housing industry. As such, he maintained a dual focus on raising capital for communication, media, and entertainment (CME) companies as well as advising companies facing capital structure difficulties. A graduate of Pace University in New York, she began her career in the New York tri-state area before serving a 12-year tenure with nationally renowned Spectrum/Skanska and WCI Communities when it entered the Northeast market. Claire del Rosario-Bernabe is a T.O.P.S. Jeff was a Managing Director, Head of CME Leveraged Finance, and Head of the U.S. Restructuring Group at RBC Capital Markets from 2009 through 2016. In his roles as part of the Investment Banking group at Piper Sandler, Ryan has assisted clients on ~$1 billion in M&A transactions and the issuance of over $1.5 billion of debt and equity capital. Commercial (Office, Industrial/Logistics, Retail and Self-Storage), Commercial Mortgages and now Senior Living. Kevin is a licensed CPA and received a B.S. -71.46 -0.61%. We invest in leading founder/family-owned and other closely-held businesses operating in the Software & Services sectors. In 1994 he relocated to Tampa, Florida, where he went to work for Price Waterhouse providing research and analysis to the firms management. We strive to make working with ADC collaborative, positive and enjoyable. He began his professional career by serving more than 9 years as an officer in the US Air Force Special Operations Command, leading multiple Special Tactic Teams (Combat Control/Pararescue) through numerous deployments throughout Southwest Asia, Europe and Northern Africa. Lou graduated from Towson University with a Bachelor of Science in Business Administration and earned his M.B.A. from Loyola University of Maryland. In his current role as General Counsel, he manages legal and regulatory issues, licensing, employment and contract law, corporate compliance and other, key responsibilities for the Discovery Senior Living organization and its multi-brand portfolio of current and upcoming communities. Before that, he specialized in leveraged & acquisition finance and financial sponsor coverage for Morgan Stanley, and in various roles for CSFB and prior to its acquisition, Donaldson, Lufkin & Jenrette (DLJ). During this period, he led senior loan, high yield, and mezzanine financing transactions for emerging companies, primarily in the TMT sectors. Launched in 1994, Deerfield Management Company is an investment firm dedicated to advancing healthcare through information, investment, and philanthropyall toward the end goal of cures for disease, improved quality of life, and reduced cost of care. Discovery Capital Management is an American hedge fund, with a focus on emerging markets. While at First Acceptance, he restructured the balance sheet, cut costs by 40%, implemented new compensation, marketing and credit scoring based underwriting programs that led the business from breakeven to $20 million in EBITDA. Stephanie Ercegovic is President and a Senior Macro Analyst at Discovery Capital Management, a $12B investment firm that specializes in multi-asset class investing across global financial markets - emerging and developed. Early on in her career, Cassandra was recognized by Gulf Shore Business Magazine as one of Southwest Floridas 40 under 40 top Professionals for starting her own successful digital marketing agency at just 23 years old. Prior to joining American Discovery Capital, Jason scaled multiple Silicon Valley, NYC, and China based Software and Technology Startups operating within Mobility, FoodTech, Logistics, and Supply Chain industries. He joined Cortland Partners as a Director of Development in 2013, bringing strong leadership and innovation to functional areas including pre- planning and analysis, entitlements and permitting, financial modeling and project management. Greg has an MBA in Finance from UCLA and graduated with a Bachelor of Arts degree in Economics from Stanford University. Bruce Pompan has over 30 years experience as an investment banker providing sell-side and buy-side mergers and acquisitions advisory services, arranging private placements and structuring recapitalizations for closely-held companies. As founders ourselves, we are personally aligned with the success of our clients and portfolio companies. September 20th, 2022 - Hedge Fund Analysis Hedge Funds News, July 13th, 2022 - Hedge Funds Insider Trading, December 9th, 2021 - Hedge Funds Insider Trading, April 2nd, 2021 - Hedge Funds Insider Trading, February 5th, 2020 - Hedge Funds Insider Trading, October 28th, 2019 - Hedge Funds Insider Trading. Their inclusion within the team depends on the kind of project and expertise they bring to the table. Rob Citrone is an American hedge fund manager who in 1999 co-founded Discovery Capital Management, a hedge fund that focuses its investments on emerging markets and has a Q3 13F portfolio worth $1 . Their last reported 13F filing for Q4 2022 included $686,274,137 in managed 13F securities and a top 10 holdings concentration of 63.31%. Naval Academy, Hilary served as a logistician both on active and reserve duty before retiring as a Commander. Prior to Materia, Todd was a senior investment banker at leading global firms in London, Hong Kong, and Los Angeles. Experienced advisors help researchers move through the startup process using a three phase approach. Retrieved May 1, 2017. Discovery Capital Management is based out of South Norwalk. Prior to joining Lombard Odier, Mr. Pauley worked as a fundamental research analyst at Moore Capital Management from 2008-2009 and Discovery Capital Management from 2007-2008. Before joining Wireless Capital Partners, Avi was a Director in UBS Investment Banks Global Technology Group. Laurents investment approach has always been very entrepreneurial and focused on building relationships with the management in order to assist in building growth and value over the long term. He was also instrumental in the design, creation and implementation of an in-house Sales Contact Center, which launched in 2021. Dave brings to our organization extensive experience in developing and executing corporate strategic growth Initiatives and building high-performing teams. 11,718.12. Nicole graduated with a Bachelors Degree in Psychology from Texas A&M University in College Station, and later received an MBA from Texas A&M-Corpus Christi. Prior to joining Moelis & Company, Brian was Global Head of Technology Investment Banking at UBS Investment Bank, where he oversaw UBS technology investment banking business on a global basis with a focus on the following sectors: software, communications, internet, semiconductors, business services, and outsourced manufacturing and distribution. Mainstay was recognized by Investment News as a . Laurent sold his shares in the group after moving to the USA in 2011. ? She also served as Senior National Account Director and Vice President of Partner Success for Caring.com for five years (2014-2019). We have decades of transactional, operational, capital markets and private equity experience, including as Global Heads of leading businesses at some of the worlds preeminent financial institutions. Jason is an Analyst at American Discovery Capital. . Inflationary pressures in the global economy are temporary and wont be long-term problems, according to hedge fund investor Anthony Scaramucci. Jeff holds an MBA from Harvard Business School and a B.A. Prior to joining Sirius, Kevin spent 15 years as an officer and member of the Executive Committees of three public companies with enterprise values up to $2 billion. Best described as a decisive decision maker, Erin creates revenue- and resident-focused programs for changing markets, all while fostering an inclusive environment that values the diverse, multicultural and multigenerational nature of the senior living industry and workforce. He lives in Land O Lakes, Florida, and when he is not spending time with his wife and two children he is active in Tampas live music scene playing bass and guitar. While at DLJ, he completed M&A transactions, private equity investments, IPO and other equity offerings, and leveraged buyouts for high-growth companies and LBO sponsors in a wide variety of sectors, including Technology, Business Services, Media, Financial Services and Wireless Communications. You are limited to the prior 8 quarters of 13F filings. It provides investments in public equity and fixed income markets across the globe. Nicole Gasaway began her journey in senior living as a Home Health Aide while attending college. American Discovery Capital is an integrated, independent merchant banking firm based in Los Angeles, CA. She has held regional roles in both operations and sales for more than 15 years, overseeing multi-community portfolios. He holds or has held a certification as a Level 4 Assisted Living Administrator, Certified Public Manager, Professional of Human Resources, and has served on the Boards of the Louisiana State Personnel Council, The New Orleans Compensation Association, the Department of Health and Hospital Hurricane Task Force, and the Greater New Orleans Society of Human Resource Professionals. in Business Administration with concentrations in Finance and Economics. The company operates under an Investment Advisor (Unrestricted) License issued by the Financial Services Commission Republic of Mauritius - License No. Website: www.discoverycapital.com Employees (this site): Actual Employees (all sites): Actual Revenue: Modelled Year Started: Unlock full sales materials and reports Contacts Get in Touch with 1 Principals* and 20 Contacts Robert Citrone Member Contact 2 Contact 3 Contact 4 See All Contacts Dynamic search and list-building capabilities Prior to joining American Discovery in 2021, Tony spent the last 14 years serving in CFO positions at private equity owned companies in diverse industries, including third-party fulfillment, B2B media, environmental services, IT services, contract manufacturing, flooring supplies, printer supplies, restaurant, broadcasting, retail, and distribution. His two decades include 18 years with Chicago-based Vi where he was that organizations first Chief Information Officer before expanding his reach to lead traditional operations plus sales and marketing for their full continuum, luxury life plan communities. He received his undergraduate degree magna cum laude from the University of Wisconsin- Milwaukee. Rob Citrone once worked as a portfolio manager at Fidelity Investments and Tiger Management before founding Discovery Capital. He is an established real estate development executive with more than 20 years of experience directing from prospect to building closeout and activation a wide range of commercial, mixed-use and hospitality projects on behalf of prominent development groups. from Yale University. David is also ranked by Forbes as one of the "Top 100 Wealth Advisors" in the country. He merged his company Urbis Development with Herpain to form Herpain Urbis. From 1997 to 2001, Kevin served as the Vice President, Corporate Development and CAO, for Metamor Worldwide, a Nasdaq listed global IT consulting company with approximately $1.2 billion in revenues and 6,000 employees. Before becoming an investor, Laurent was a real estate developer in Europe where he successfully built office and residential properties in Brussels. He served as an Analyst, Human Resource Director, Administrative Director 5, and Deputy Executive Director with various Louisiana State Agencies, including the Louisiana Health Care Authority, LSU Medical Center, Medical Center of New Orleans, University Hospital and the Louisiana Department of Health and Hospitals. In this role, Mike worked with YapStone's founder and CEO to develop growth strategies for YapStone's vertical businesses, including RentPayment and VacationRentPayment, and oversaw the implementation and coordination of these strategies across sales, business development, marketing, customer support, product development and recruiting/HR. Mr. Jensen has been Managing Partner of Jensen Capital Partners since 1996 and joined ADC in 2020 as a Senior Advisor. 83 people. In 1993, Mr. Ammann joined Founders Asset Management LLC, in Denver, CO where he held the following positions until leaving the firm in 2004. Hedge Fund A CIO role for a multi-state contractor was his last stop before jumping to seniors housing. The financial advisor has billions of dollars in assets under management (AUM). Description Provider of pool investment services and operates hedge fund sponsor. Jason is a Vice President at American Discovery Capital, where he focuses on the firms advisory assignments and principal investments across all industries. Additional information. Joseph has been married for 27 years to his wife, Vanessa, and they have 3 children. Fund Facts. Popular Searches Discovery Senior Living has assembled an Executive Leadership team with more than 100 years of collective experience in the seniors housing industry. Equal-WTWhaleScore 2.0 Dave also brings to the Discovery enterprise an extensive and unique set of experiences from outside the senior living industry, having spent time successfully growing a software startup company, and serving as a Strategy Consultant with McKinsey & Company, where he specialized In Operations and Organizational Strategy client engagements.