Joe Burgess
Private Equity Investor at Serent Capital Management Co. LLC
Network origin in Joe Burgess first degree
Entity | Entity type | Industry | |
---|---|---|---|
Boston College
227
| College/University | Other Consumer Services | 227 |
Serent Capital Management Co. LLC
Serent Capital Management Co. LLC Investment ManagersFinance Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California.
68
| Private Company | Investment Managers | 68 |
Public Company | Packaged Software | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joe Burgess via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
AMERICAN EAGLE OUTFITTERS, INC. | Apparel/Footwear Retail | Corporate Officer/Principal Corporate Officer/Principal | |
AEA Investors LP
AEA Investors LP Investment ManagersFinance AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
SYMBOLIC LOGIC, INC. | Information Technology Services | Director/Board Member | |
Upfront Ventures Management LLC
Upfront Ventures Management LLC Investment ManagersFinance Upfront Ventures Management LLC (Upfront Ventures) is a venture capital firm founded in 1996 by Steven J. Dietz and Yves B. Sisteron. The firm is headquartered in Santa Monica, Calirfornia. | Investment Managers | Private Equity Analyst | |
Champlain Investment Partners LLC
Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Investment Managers | Trading-Equity | |
Revinate LLC
Revinate LLC Packaged SoftwareTechnology Services Revinate, Inc. designs and develops SaaS technology for hospitality industries. The company was founded by Jay Ashton and Marc Heyneker in 2009 and is headquartered in Palo Alto, CA. | Packaged Software | Director/Board Member Director/Board Member | |
Berenberg Capital Markets LLC
Berenberg Capital Markets LLC Investment Banks/BrokersFinance Berenberg Capital Markets LLC (BCM) is a broker-dealer firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of Berenberg Americas LLC, ultimately held by Joh. Berenberg, Gossler & Co. KG in Germany. BCM provides equity execution services to institutional and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Consultant / Advisor Corporate Officer/Principal | |
Stanford University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Consultant / Advisor Consultant / Advisor | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Graduate Degree | |
Goldberg Lindsay & Co. LLC
Goldberg Lindsay & Co. LLC Investment ManagersFinance Goldberg Lindsay & Co. LLC (Goldberg Lindsay & Co) is a private equity arm of LG GP Holding III LLC founded in 2001 by Alan E. Goldberg and Robert D. Lindsay. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
The Boston Consulting Group, Inc.
The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Consultant / Advisor Consultant / Advisor | |
Deloitte Consulting LLP
Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree Graduate Degree | |
Bentley University | College/University | Graduate Degree Graduate Degree | |
Texas State University | College/University | Undergraduate Degree Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
US Coast Guard Academy | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Graduate Degree | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
FranConnect, Inc.
FranConnect, Inc. Packaged SoftwareTechnology Services FranConnect, Inc. provides franchise management systems. It offers a software that enables franchise organizations to manage sales, marketing, financial data collection and royalty invoicing, and automated funds transfer. The company was founded by Amit Pamecha in 2000 and is headquartered in Reston, VA. | Packaged Software | Director/Board Member Director/Board Member | |
JMC Capital Partners LLC
JMC Capital Partners LLC Investment ManagersFinance JMC Capital Partners LLC (JMC Capital Partners) is a private equity firm founded in 1999 by Michael A. D’Amelio and G. Lawrence Bero. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Harvey & Co. LLC
Harvey & Co. LLC Financial ConglomeratesFinance Harvey & Co. LLC is a private company that provides investment services to manufacturing, industrial & business services, healthcare, value-added distribution, energy, consumer and financial services sectors. The company was founded in 1998 and it is headquartered in Newport Beach, CA. | Financial Conglomerates | Analyst-Equity Corporate Officer/Principal | |
Millennium Systems International LLC
Millennium Systems International LLC Packaged SoftwareTechnology Services Millennium Systems International LLC provides business management software solutions. It offers Millenium a software suite for the spa and salon industry. The firm?s products include Bumble and Bumble Edition, Education Edition, HealthFitness Edition, MedSpa Edition, and Paul Mitchell Edition. The company was founded by John Harms in 1987 and is headquartered in Parsippany, NJ. | Packaged Software | Director/Board Member | |
The Economic & Social Research Institute
The Economic & Social Research Institute Investment ManagersFinance The Economic & Social Research Institute provides investment research. The private company is based in Dublin, Ireland. Alan Barrett has been the CEO of the Irish company since 2013. | Investment Managers | Economist | |
Diamond Mind, Inc.
Diamond Mind, Inc. Data Processing ServicesTechnology Services Diamond Mind, Inc. engages in the provision of electronic payment services for institutions. Its products include tuitionpay, campuspay, balance, payment processing, purchase processing, purchase cards and mobile card readers. The company was founded by Katherine Novikov in 2002 and is headquartered in Potomac, MD. | Data Processing Services | Director/Board Member Director/Board Member | |
Duane Street Capital LLC
Duane Street Capital LLC Investment ManagersFinance Duane Street Capital LLC (Duane Street Capital) is a private equity firm founded in 2008 by Andrew Saltoun. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Avionté LLC
Avionté LLC Packaged SoftwareTechnology Services Avionte LLC engages in the provision of staffing and recruiting software solutions. It offers front and back office, business intelligence, and reporting solutions. It also offers platforms for customer-relationship management, recruiting, onboarding, payroll, billing and business intelligence for clerical, light industrial, information technology, and professional staffing firms. The company was founded by Phi Ngo, Sandeep Acharya, John Long, and Samar Basnet in 2005 and is headquartered in Eagan, MN. | Packaged Software | Chairman Director/Board Member Director/Board Member | |
Integra Partners LLC
Integra Partners LLC Miscellaneous Commercial ServicesCommercial Services Integra Partners LLC provides network management solutions. It connects orthotics and prosthetics and durable medical equipment providers with health plans and their patients. The firm also provides care coordination services to managed long-term care plans. The company was founded by Steven Lowenbraun in 2005 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chief Operating Officer | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Wallace E Carroll School of Management | College/University | Graduate Degree | |
Compeat, Inc.
Compeat, Inc. Packaged SoftwareTechnology Services Compeat, Inc. provides accounting and back office software and solutions to restaurants. It offers professional services designed to ensure the customers success with the implementation and ongoing use of Compeat Software. The firm's services include cloud service, training, system interfaces, implementation support, ongoing support, and customization. The company was founded by Harry G. Barkerding in 2000 and is headquartered in Austin, TX. | Packaged Software | Chief Executive Officer Chairman Director/Board Member Chief Executive Officer | |
Wilson Perumal & Co., Inc.
Wilson Perumal & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Wilson Perumal & Co., Inc. is a management consulting firm that helps clients achieve transformative results by rethinking traditional approaches to strategy and execution. Founded in 2009 by Stephen Wilson and Andrei Perumal, the private company is based in Dallas, TX. The company specializes in strategy and operations, and are known for their expertise in complexity. The company partner with multinational corporations, private equity firms, and governmental entities to helps them develop and execute strategies to thrive in a complex world. The company's publications include "Waging War on Complexity Costs" and "Growth in the Ages of Complexity," both published by McGraw-Hill. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Panther Solutions Holdings LLC
Panther Solutions Holdings LLC Financial ConglomeratesFinance Panther Solutions Holdings LLC functions as an investment holding private company. The company is based in San Francisco, CA. | Financial Conglomerates | President Director/Board Member | |
Axiom Medical Consulting LLC
Axiom Medical Consulting LLC Medical/Nursing ServicesHealth Services Axiom Medical Consulting LLC provides complete occupational health services. The company was founded by Michael J. DeLitta in 1999 and is headquartered in The Woodlands, TX. | Medical/Nursing Services | Director/Board Member Director/Board Member | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Avionte Staffing Software /US/
Avionte Staffing Software /US/ Packaged SoftwareTechnology Services Avionte Staffing Software is a private company based in Bloomington, MN. Avionte Staffing Software is the only true end-to-end staffing solution in one platform. The company makes it easier than ever to connect recruiters to candidates. The company was founded by John Long and Rishabh Mehrotra has been the CEO of the company since 2020. | Packaged Software | Chairman Director/Board Member | |
Capstone LLC (Broker)
Capstone LLC (Broker) Investment ManagersFinance Capstone LLC is a policy analysis and regulatory due diligence research firm headquartered in Washington, DC. The firm was founded by David Barrosse in 2010 and is wholly owned by the Orion Group LLC. Capstone helps corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. The firm explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. They work with a diverse group of corporate and investor clients that produce actionable investment research based on their deep-dive analysis of public policy. | Investment Managers | Analyst-Equity | |
Schvey, Inc.
Schvey, Inc. Regional BanksFinance Schvey, Inc. offers blockchain solutions to financial institutions and capital markets. The company was founded by Greg Schvey and Jeff Schvey in 2013 and is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Tilia Holdings LLC
Tilia Holdings LLC Investment ManagersFinance Tilia Holdings LLC (Tilia Holdings) is a private equity firm founded in 2017 by Johannes P. Burlin and Eric Christian Larson. The firm is headquartered in Chicago, IL. | Investment Managers | Private Equity Analyst | |
Morgan Stanley Expansion Capital
Morgan Stanley Expansion Capital Investment ManagersFinance Morgan Stanley Expansion Capital (Morgan Stanley Expansion Capital) is a private equity firm, a subsidiary of Morgan Stanley Investment Management Merchant Banking founded in 1986. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor |
Statistics
International
United States | 47 |
Canada | 2 |
Ireland | 2 |
Sectoral
Finance | 18 |
Consumer Services | 16 |
Technology Services | 9 |
Commercial Services | 7 |
Retail Trade | 2 |
Operational
Undergraduate Degree | 80 |
Director/Board Member | 76 |
Private Equity Investor | 69 |
Corporate Officer/Principal | 67 |
Private Equity Analyst | 34 |
Most connected contacts
Insiders | |
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David P. Kennedy | 20 |
Amy Brandt | 16 |
Larry Lenhart | 16 |
Brendan Reidy | 15 |
Kevin Frick | 14 |
Michael Metzger | 11 |
Lance Fenton | 10 |
Henry Peabody | 10 |
John Caselli | 9 |
Jian Feng Liu | 9 |
Stewart Lynn | 8 |
Katie Kaiser | 8 |
Craig Foos | 8 |
Dexter Hopen | 8 |
Nick Jankovsky | 7 |
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