About Us
Equality is a growth-oriented private equity firm.
At Equality, we are value-added partners with deep sector expertise in technology and healthcare, and a passion for helping to build exceptional growth companies.
We are committed to aligning the interests of our limited partners, our management teams, and the employees and partners of Equality. With this focus and with discipline, Equality can have a lasting and positive impact on the companies we serve.
Thomas S. Roberts
Founder and CEO
Our Focus
At Equality, our focus is Tech and Tech-enabled healthcare.
Equality provides tailored capital solutions and strategic and operating support to companies with longer term growth potential. We typically invest $25M to $150M of capital per company for growth equity or to support shareholder transitions.
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Technology
Applications and infrastructure software, data and information services, and other tech-enabled growth businesses.
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Healthcare
Services and technology serving the healthcare and life sciences industries.
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Our Experience
We have earned our reputation for being a steadfast partner to CEOs over many years.
Collectively, our investment team has more than ninety years of investment and operating experience in global growth companies.
In addition to working side by side with Founders and CEOs, our team has served on the Board of Directors of over fifty private companies and ten public companies in the technology and healthcare sectors.
Our Companies
At Equality, we help exceptional companies grow.
Our Team
The Equality team is known for creating value and forging lasting relationships with Founders and CEOs of market-leading companies.
Wendy Cebula
Read BioTara Ciongoli
Read BioJeff Del Papa
Read BioGabriel Gomez
Read BioOscar Loynaz
Read BioShawn McGowan
Read BioTom Roberts
Read BioMichael Silk
Read BioNed Schwartz
Read BioTiffany Yu
Read Bio
Wendy Cebula
Wendy is an Operating Partner of Equality.
Why Equality
I have a passion for helping to develop people, process and technology to create amazing value for customers and to drive growth for companies, employees and investors. Equality has a focused investment strategy, strong and diverse team and a true partnership approach. At Equality, operating partners begin engaging during the diligence process and work side-by-side with deal team members to create an investment thesis and share ownership for it. This allows us to develop a deep understanding of the businesses we support and to develop trusted relationships with management early in the process.
Prior Experience
Wendy has more than twenty years of operating experience in high growth technology enabled businesses, both public and private. She has also served on Boards for Private Equity backed companies.
Prior Firms
• edX
• Vistaprint (Cimpress)
• MotherNature.com
• Partners First
Education
• Rochester Institute of Technology
Tara Ciongoli
Tara is a Senior Advisor of Equality.
Why Equality
Equality’s mission, to build a world class private equity firm that partners with CEOs to build a small number of exceptional companies for the long-term spoke compellingly to me, and brought me back to what I loved most about my past professional experiences, specifically helping companies grow and thrive. Helping to build a team of exceptionally talented and diverse individuals similarly inspired by that mission has been the best part.
Prior Experience
Prior to co-founding Equality, Tara spent a decade in management consulting, business development, and professional development. Tara began her career at McKinsey & Company, where she worked for eight years, focusing on strategy and organization work for primarily financial services clients. Previously, Tara worked at Time Inc. Interactive, and with two investment firms as a Summer Associate, Lone Pine Capital and Venturehouse Group.
Prior Firms
• McKinsey & Company
• Venturehouse Group
• Lone Pine Capital
• Time Warner/ Time Inc.
Education
• Harvard Business School
• Princeton University
Jeff Del Papa
Jeff is a Managing Director, and leads Equality’s Technology Team.
Why Equality
The opportunity to combine efforts and team up with former colleagues to build Equality was very exciting to me. At Equality, we have assembled a very strong team of experienced investors and former operating professionals with an exceptional track record of supporting high potential, market leading companies. We have an exciting opportunity to form long term partnerships with management teams and have built a firm that brings resources and the alignment to support long term growth.
Prior Experience
Jeff has more than fifteen years of private equity experience and has partnered with management teams to complete buyout, growth equity, carve out and take private transactions.
Prior Firms
• TA Associates
• Thoma Bravo
• Summit Partners
• UBS Investment Bank
Education
• Harvard Business School
• Babson College
Gabriel Gomez
Gabriel is a Managing Director of Equality, and leads origination.
Why Equality
Co-founding and starting a premier private equity firm with former colleagues that share the same vision and values is a dream come true. Equality’s unique strategy of truly investing for the long-term and partnering with management teams and companies in a collaborative manner is what I enjoy most. In addition, helping Equality build a strong commitment to diversity and collegial teamwork culture has been my passion since my time in the U.S. Navy.
Prior Experience
Prior to co-founding Equality, Gabriel spent over twelve years in private equity at Advent International and Summit Partners in a variety of roles and industries. He also co-founded O2X, an education and training company focused on maximizing human performance. Gabriel also ran for the U.S. Senate in MA where he won the Republican primary in a special election before losing the general election. Additionally, Gabriel worked in mergers and acquisitions at Bowles Hollowell Conner & Co. Before business school, Gabriel spent almost nine years in the U.S. Navy as an aircraft carrier pilot and Navy SEAL platoon commander.
Prior Firms
• O2X
• Advent International
• Summit Partners
• Bowles Hollowell Conner & Co.
• U.S Navy (aircraft carrier pilot and Navy SEAL)
Education
• Harvard Business School
• U.S. Naval Academy
Oscar Loynaz
Oscar is a Vice President on Equality’s Technology team.
Why Equality
I joined Equality because it afforded me the opportunity to pursue a differentiated approach to private equity investing with a team that I am humbled to be a part of. Equality’s focus on a small number of longer-term investments provides a platform for the Equality team to establish deep relationships with management teams. Building these relationships with a group of investors and operating professionals that I can learn from and grow with over time is extremely exciting to me.
Prior Experience
Prior to joining Equality, Oscar had three years of private equity investing experience focusing on companies in the growth and buyout stages. Prior to private equity, Oscar had two years of investment banking experience.
Prior Firms
• TA Associates
• J.P. Morgan
Education
• Harvard Business School
• Princeton University
Shawn McGowan
Shawn is an Operating Partner of Equality.
Why Equality
As a passionate operator and technologist at heart, I was inspired by the idea of working with a collection of diverse and talented companies. I believe companies excel when they balance their focus on platform and product, operations, commercials, and culture. I look forward to helping shape and promote this balance across the Equality portfolio, creating value for team members, customers and investors.
Prior Experience
Shawn has more than twenty years of operating experience and has extensive experience in software and tech enabled service companies. Shawn has had roles as CTO, COO and CEO. Shawn was most recently CEO of Scribe Software.
Prior Companies
• TIBCO
• Scribe Software
• Amadeus Hospitality
• Newmarket International
• ManagedOps.com
• Elderhostel
Education
• Northeastern University Business School (MBA)
• Northeastern University (State of the Art, Computer Science)
• Plymouth State College
Tom Roberts
Tom is the Founder and CEO of Equality, and co-leads Equality’s healthcare team.
Before founding Equality, Tom served as Managing Partner and Managing Director for Summit Partners, a top global private equity firm with over $15 billion in assets. During Tom’s 28-year career at Summit, in addition to Managing Partner and Managing Director, Tom served as Summit Partners Board Member, Executive Committee Member, Investment Committee Member, and Operating Committee Member. Tom also created and led Summit’s Portfolio Performance Group and co-founded Summit’s Credit Business. During his tenure, Tom led Summit with a strong track record in both firm-building and investing.
Prior to Equality and Summit, Tom received an AB in Economics from Princeton University, magna cum laude, and an MBA from Harvard Business School, where he was a Baker Scholar. Tom currently serves as a Trustee of Princeton University, and is a Trustee Emeritus of The Fessenden School in West Newton, MA. Previously Tom served three years as President of the New England Venture Capital Association (NEVCA). Tom and his wife Kristen have four children and live in Wellesley, Massachusetts.
Michael Silk
Michael is an Associate on Equality’s Technology Team.
Why Equality
I joined Equality because I believe in Equality’s diligent approach of investing in a select number of companies and aligning with management teams in order to help them achieve their goals. The opportunity to partner with and learn from leaders in their respective fields while working alongside a talented, grounded team of investors and operating professionals is one that is both humbling and exciting.
Prior Experience
Michael began his career at Jefferies, as an analyst in the Mergers & Acquisitions Group.
Prior Firms
Jefferies Group
Education
University of North Carolina at Chapel Hill
Ned Schwartz
Ned is a Managing Director of Equality, and co-leads Equality’s Healthcare Team.
Why Equality
Entrepreneurialism runs deep in my family. It’s why I’m excited to partner with exceptional management teams to help grow their businesses over the long-term. The opportunity to help build an innovative, forward-leaning private equity firm is extremely compelling to me. It’s the natural evolution of everything I’ve done in my investing career. At Equality, we consider ourselves “invited guests” to support market leading companies with an atypical degree of alignment, durable partnerships with qualities similar to those of the companies with whom we seek to partner.
Prior Experience
Ned has more than ten years of private equity experience and has partnered with management teams to complete buyout, growth equity, carve out and venture capital transactions.
Prior Firms
• Drive Capital
• Norwest Venture Partners
• General Atlantic
• Credit Suisse
Education
• Princeton University
Tiffany Yu
Tiffany is a Vice President on Equality’s Healthcare Team.
Why Equality
I have always been interested in working closely with management teams and helping them grow their businesses into great companies. The opportunity to work at Equality where we can focus on a handful of companies and invest in them for the long-term is especially exciting and rewarding. We have a great team with tremendous operating and investing experience.
Prior Experience
Tiffany started her career at L.E.K. Consulting where she specialized in the life sciences and healthcare sectors. Following consulting, she joined F-Prime Capital Partners where she focused on sourcing and executing investments in healthcare.
Prior Firms
F-Prime Capital Partners
L.E.K. Consulting
Education
Williams College
Our Advisory Board
Our Advisory Board members provide diversity of thought, disciplines, industries, and backgrounds.
José Alvarez
Read BioKim Goodwin
Read BioBrent Henry
Read BioJay McGonigle
Read BioSusie Mulder
Read Bio
José Alvarez
José Alvarez is a leading expert in supply chain management logistics, marketing, and retail strategy. He is currently a member of the faculty at Harvard Business School. José most recently served as President and CEO of Stop & Shop, a subsidiary of Royal Ahold. Previously, he worked with Shaw’s Supermarkets, American Stores Company and Jewel Food Stores. José also served as a Board Director of TJX Companies for eleven years. José serves on the Board of Trustees of Princeton University and Daily Table and is Chairman of the Board of the Joyce Foundation. José earned an MBA from the University of Chicago, and an AB degree in History from Princeton University.
José most recently served as President and CEO of Stop & Shop, a subsidiary of Royal Ahold, NV. Previously, he worked with Shaw’s Supermarkets, as Vice President of Grocery Merchandising, and with American Stores Company and its subsidiary Jewel Food Stores, where he was Director of Market Research, Manager of Supply Chain Engineering, and Produce Category Manager. In his nearly 20-year career in the supermarket industry, José led across nearly every functional area of retail management.
José served as a Board Director of TJX Companies, the world’s premier off-price retailer of apparel and home fashions, from 2007 until 2018. He also currently serves as a Director at United Rentals, the largest equipment rental company in North America, where he is chair of the Nominating and Corporate Governance Committee. José also serves on the Board of Trustees of Princeton University and Daily Table and is chairman of the board of the Joyce Foundation.
José earned an AB degree in History from Princeton University and an MBA from the University of Chicago.
Kim Goodwin
C. Kim Goodwin is a highly accomplished and sought-after CEO, CIO, portfolio manager, and Board Director. Kim currently serves as CEO and Chief Investment Officer of Avanico Holdings in Puerto Rico. Previously Kim served as the Global Head of Equities for Asset Management at Credit Suisse Group, and as Chief Investment Officer of Equities and Managing Director of State Street Research. She also served as the CIO of U.S. Growth Equities at American Century Investment Management, and SVP and Portfolio Manager of Putnam Investment Management, and as VP and Portfolio Manager of Prudential Investments.
Kim has served in numerous Board Director roles and is currently a Non-Executive Director of PineBridge Investments, and an Independent Director of Popular Inc (BPOP) based in Puerto Rico. Previously, Kim served for many years on the board of Akamai Technologies Inc, along with CheckFree Corporation (acquired by FiServ in 2005), and as Director of various equity funds within the Allianz Global Investors family of funds. Kim also serves on the Board of Trustees and on the PRINCO endowment board of Princeton University.
Kim holds two Master’s degrees from the University of Texas at Austin: an M.B.A. degree in Finance from The McCombs School of Business and a Master of Public Affairs from The Lyndon B. Johnson School. Kim graduated with an AB cum laude in Politics from Princeton University.
Brent Henry
Brent has spent over thirty years advising health care clients on complex strategic, legal, and regulatory issues. Brent is a member in the law firm of Mintz Levin, Cohn, Ferris, Glovsky and Popeo P.C., and currently serves as the Vice Chair of the Princeton University Board of Trustees.
Previously, Brent was Vice President and General Counsel of Partners HealthCare, the largest hospital network in New England, with more than 70,000 employees and $12 billion in annual revenue. In that capacity, Brent oversaw the legal, internal audit, corporate compliance, and business ethics departments. Previously, he was Vice President and General Counsel at MedStar Health, a hospital system serving the Baltimore and Washington DC area. While at MedStar, Brent also taught health care law at both Howard University and the University of Maryland. Previously, Brent served as President of the American Health Lawyers Association, as Board member of Fiduciary Trust Company, and as Board Member of the Boston Symphony Orchestra.
Brent earned his AB from Princeton University’s Woodrow Wilson School of Public and International Affairs, his J.D. degree from Yale Law School, and a Master of Urban Studies from the Yale School of Art and Architecture.
Jay McGonigle
Jay has a thirty-year plus track record of leading, advising, and growing successful companies. Jay is the Lead Outside Director of FactSet Research Systems Inc. (NASDAQ: FDS) a provider of software and information to the financial services industry, where he has served for fifteen years. Before joining FactSet, Jay served as Chairman and CEO of the Corporate Executive Board Co. (NASDAQ: EXBD), a leading provider of best practices research and analysis, focusing on corporate strategy, operations, and general management issues, which he led through its spin-out in 1997 and IPO in 1999. Previously, Jay served as a consultant for McKinsey & Company in New York.
Jay has served as board member, angel investor, and senior advisor to numerous top information services companies. Jay served as a Board Member for SNL Financial, a provider of software and information services to the banking, real-estate, energy and media industries. Jay also serves as Advisory Board member at Motista, Inc. a provider of real-time information on customer “emotional connection” to marketers and brand managers in several industries. Jay also served as a Board Member of Ogone, a Brussels, Belgium-based online payments processing company serving retailers across Europe, and as a Director at Payscale, a company collecting, processing and disseminating compensation-benchmarking information through a SAAS model. Jay has served as an Adjunct Professor at Georgetown University’s McDonough School of Business, and a Visiting Professor at ESADE Business and Law School in Barcelona.
Jay earned an AB from Princeton University’s Woodrow Wilson School of Public and International Affairs, and a J.D. from Harvard Law School.
Susie Mulder
Susie has been both a CEO and a counselor to CEOs, for over twenty years. Susie is known as an exceptional growth-leader, people-leader, and creative thinker both with CEOs and her teams.
Susie is currently the Chief Executive Officer of NIC+ZOE, a privately-held woman’s apparel company, a role she has held since April 2012. Under Susie’s leadership, the NIC+ZOE brand has grown its wholesale footprint, has introduced and expanded the e-Commerce platform, opened multiple new NIC+ZOE branded retail locations, and diversified the product lines. Prior to joining NIC+ZOE, Susie was a Senior Partner with McKinsey & Company where she was a leader in the retail and consumer practice for fifteen years, specializing in marketing and organization. Well-known as one of the top mentors in the Firm, she led many of the Firm’s most successful recruiting efforts. Currently, Susie also serves on the Board of Directors of Sally Beauty, the world’s largest distributor of professional beauty supplies, where she serves on both the Compensation and Governance committees. Susie is also a member of the Board of Overseers of Boston Children’s Hospital.
Susie received her MBA from the Harvard Business School with distinction, and holds a Bachelor of Commerce degree with great distinction from McGill University in Montreal, Quebec.
Recent News
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Read Article
LEADING INSURANCE SOFTWARE COMPANY PCMI ANNOUNCES INVESTMENT FROM EQUALITY
Investment will Support Product Expansion and Client Acquisition
January 19, 2021 – Park Ridge, IL– PCMI (Policy Claims Management International), a leading provider of administration software for the automotive, consumer and industrial warranty and service management markets announced its first equity investment from Boston-based growth equity firm, Equality Asset Management, and Chicago-based, First Analysis. Financial terms were not disclosed.
PCMI offers a modern suite of software solutions for policy administration, claims management, risk management and the financial management of insurance products. PCMI’s customers include leading original equipment manufacturers, third party administrators, self-administrators and insurers who offer and manage warranties, service contracts and other finance and insurance products. Since inception, PCMI’s software has been used to administer more than 50 million policies and process more than 23 million claims.
“In 2012, I saw the opportunity to introduce a modern, purpose-built software to a market that was underserved. Since then, we have worked tirelessly on our mission to build the most comprehensive administration platform in the market. Our passion for technology and commitment to continuous improvement has led us to become a leader in our industry” said Mark Nagelvoort, President & CEO of PCMI. “Equality Asset Management has a track record of investing in SaaS based companies within high growth markets and can provide operational expertise that will allow us to accelerate our growth initiatives. Their support will be invaluable as we continue to make innovations on our platform and expand product capabilities to meet the evolving business needs of our customers. I’m thrilled we have them as a trusted partner as we enter this exciting new phase of our journey.”
“Mark and the leadership team and employees of PCMI have built a remarkable company. Their focus on product, deep understanding of their customers and markets and culture of innovation have been core to their success.” said Jeff Del Papa, Co-Founder and Managing Director at Equality Asset Management. “The market for warranty administration software is in an attractive upgrade cycle and PCMI is very well positioned with a complete, modern platform. We’re excited to work alongside this experienced team and to support PCMI’s expansion.”
“PCMI is the demonstrated category leader, consistently delivering essential, high value solutions to customers. As consumer demands evolve, the need for flexible software will continue to increase across the F&I value chain” added Oscar Loynaz, Vice President at Equality.With this investment, PCMI will continue its focus on product expansion and client acquisition in North America and globally.
First Analysis acted as the exclusive financial advisor to PCMI for the transaction. Winston & Strawn LLP acted as legal advisor to PCMI. Goodwin Procter LLP acted as legal advisor to Equality Asset Management.About PCMI Corporation
PCMI offers a modular package of software solutions for the administration of F&I Products, Service Contracts, and Extended Warranties. PCMI’s SaaS platform, Policy Claim and Reporting Solutions™ (PCRS), supports and automates the full lifecycle of all aftermarket products and provides the most flexible environment for administrators, insurers, OEM’s, agents, and dealers to launch new products. Our global team enables continuous around-the-clock innovation and customer-focused support. Please visit www.pcmicorp.com for more informationAbout Equality Asset Management
Equality Asset Management is a growth-focused private equity firm. Equality provides equity capital and strategic and operating support to companies with long-term growth potential in the technology and tech-enabled healthcare sectors. With decades of investment experience and operating experience, the firm has earned a reputation for value-creation, serving as steadfast partners to Founders and CEOs. Equality is based in Boston. For more information, please visit www.equalityassetmanagement.com.Media Contacts:
PCMI
Mark Nagelvoort (mark.nagelvoort@pcmicorp.com) – 847.653.6916 ext. 100
Laura Scahill (laura.scahill@pcmicorp.com) – 847.653.6916 ext. 115Equality Asset Management
Tara Ciongoli (tciongoli@equalityam.com) – 617.290.2510
Beatrice Broderick (bbroderick@prosek.com) – 857.301.6949 -
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MINDOULA ANNOUNCES STRATEGIC INVESTMENT FROM EQUALITY ASSET MANAGEMENT
Silver Spring, Maryland — Mindoula, a leading population health management company focused on transforming behavioral healthcare in the U.S., today announces it has secured a strategic investment from Boston-based growth equity firm, Equality Asset Management.
Mindoula’s technology-enabled platform identifies, engages and serves patients with complex behavioral health, medical and social challenges across the complete continuum of care. The company specializes in populations with behavioral health challenges and comorbid medical conditions, specialty populations such as victims of interpersonal violence, as well as those who benefit from behavioral treatment in a primary care setting or within their communities.
“As we continue to execute on our mission to transform behavioral healthcare, we are excited to bring on a partner who shares our vision,” says Mindoula Founder and CEO Steve Sidel. “We are impressed by the deep investment experience, healthcare expertise, and collaborative approach of Tom Roberts, Ned Schwartz, and the entire Equality team, and we look forward to our growth together.”
Since its founding in 2013, Mindoula has rapidly grown its partnerships with health plans, health systems, primary care practices and hospitals, to improve population health, enhance patient care, and reduce the total cost of healthcare in pre-acute, post-acute and acute settings, as well as in transitions of care.
“Mindoula’s accelerating growth is a testament to the company’s mission-driven and passionate management team, its best-in-class technology platform and around-the-clock synchronous support model,” says Tom Roberts, Founder and CEO of Equality Asset Management. “We look forward to actively partnering with Mindoula to support its continued rapid growth and its mission to address behavioral health challenges for patients in significant need across the continuum of care.”
Ned Schwartz, Managing Director of Equality, adds: “Mindoula is solving systemic problems related to behavioral healthcare access, the lack of integration of behavioral health in the primary care setting, and the increasing scarcity of resources available to effectively address social determinants of health. Our partnership with Mindoula represents a highly thematic investment for Equality, and we are very excited to support its continued national expansion. Mindoula’s technology-oriented approach to improving behavioral health outcomes for complex patient populations is highly differentiated.”
Zeigler acted as the exclusive financial advisor to Mindoula for the transaction. Cooley LLP acted as legal advisor to Mindoula. Ropes and Gray LLP acted as legal advisor to Equality. Existing institutional investors, AXA Venture Partners and Morgan Noble Healthcare Partners, also participated. Terms of the transaction were not disclosed.
About Mindoula
Mindoula is a leading population health management company that scales the human connection through technology to address mind, body, and life challenges. Mindoula identifies, engages, and serves populations that might otherwise be overlooked or left behind, and delivers tech-enabled, team-based, 24/7 support across the continuum of care. Mindoula’s adaptive data science approach, multi-platform technology stack, virtual Collaborative Care Program, and virtual + in-person care extension solutions enable its enterprise partners to achieve improved outcomes and significantly reduce costs by integrating behavioral, medical, and social determinants of health. Headquartered in Silver Spring, Maryland, Mindoula currently operates in Maryland, Virginia, the District of Columbia, Nevada, Louisiana, New Jersey, Michigan, Florida, Texas, Georgia, Pennsylvania, Mississippi, and California with national expansion plans to meet the growing need for integrated whole person care. For more information, please visit www.mindoula.com.
About Equality
Equality Asset Management is a growth-focused private equity firm with a mission to help build exceptional companies. Equality provides equity capital and strategic and operating support to companies with long-term growth potential in technology and tech-enabled healthcare. Equality typically invests $25 million to $150 million of capital per company for growth equity or to support shareholder recapitalizations. The firm is based in Boston.
Media Contacts
Mindoula
Aileen Kantor (Aileen.Kantor@mindoula.com) – 301.537.8996
Equality Asset Management
Beatrice Broderick (bbroderick@prosek.com) – 857.301.6949
Tara Ciongoli (tciongoli@equalityam.com) – 617.290.2510
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EQUALITY ASSET MANAGEMENT FORMS ADVISORY BOARD
Boston, Massachusetts, July 23, 2018 – Equality Asset Management (“Equality”) today announced that it has formed its Advisory Board, which will be responsible for providing Equality and its companies with strategic guidance, industry insight, and deep functional expertise. The board is comprised of the following six members, all who are seasoned executives with strong track records and diverse backgrounds: José Alvarez (Harvard Business School), Kim Goodwin (Avanico Holdings), Brent Henry (Mintz Levin), Jay McGonigle (FactSet), Susie Mulder (NIC+ZOE), and Luis Ubiñas (Electronic Arts).
“These six individuals are highly accomplished leaders in their fields,” said Thomas S. Roberts, Founder and CEO of Equality. “They are not only visionaries and thought-leaders, they are CEOs themselves, and long-time mentors to CEOs. Together, they provide a diversity of thought, disciplines, industries, and backgrounds. I am honored to have six such outstanding leaders join our Equality team.”
José Alvarez
José Alvarez is a leading expert in supply chain management logistics, marketing, and retail strategy. He is currently a member of the faculty at Harvard Business School. José most recently served as President and CEO of Stop & Shop, a subsidiary of Royal Ahold. Previously, he worked with Shaw’s Supermarkets, American Stores Company and Jewel Food Stores. José also served as a Board Director of TJX Companies for eleven years. José serves on the Board of Trustees of Princeton University and Daily Table and is Chairman of the Board of the Joyce Foundation. José earned an MBA from the University of Chicago, and an AB degree in History from Princeton University.C. Kim Goodwin
C. Kim Goodwin is an accomplished CEO, CIO, portfolio manager, and Board Director. Kim currently serves as CEO and CIO of Avanico Holdings in Puerto Rico, and is currently a NonExecutive Director of PineBridge Investments, and an independent Director of Popular Inc. (BPOP) based in Puerto Rico. Previously Kim served as the Global Head of Equities for Asset Management at Credit Suisse Group, and as CIO of Equities of State Street Research. Previously Kim served for many years on the Board of Akamai Technologies and CheckFree Corporation (acquired by FiServ in 2005), and as a Director of various equity funds within the Allianz Global Investors family of funds. Kim also serves on the Board of Trustees and on the PRINCO endowment board of Princeton University. Kim holds two Master’s degrees from the University of Texas at Austin, one in Public Affairs, an M.B.A. in Finance from The McCombs School of Business, and an AB cum laude in Politics from Princeton University.Brent Henry
Brent Henry has spent over thirty years advising health care clients on complex strategic and regulatory issues. Currently, Brent serves as the Vice Chair of the Board of Trustees of Princeton University, and as an Attorney at Mintz Levin. Previously, Brent was SVP and General Counsel of Partners HealthCare, the largest hospital network in New England. Brent also served as VP and General Counsel at MedStar Health, and taught health care law at Howard University and the University of Maryland. Brent earned a J.D. from Yale Law School, a Master of Urban Studies from the Yale School of Art and Architecture, and an AB degree from Princeton University’s Woodrow Wilson School.Jay McGonigle
Jay McGonigle has an exceptional thirty-year plus track record of leading, advising, and growing successful companies. Jay is the Lead Outside Director of FactSet (NASDAQ: FDS) a provider of software and information to the financial services industry. Previously, Jay served as Chairman and CEO of the Corporate Executive Board Co. (NASDAQ: EXBD), which he led through its IPO, and as a consultant for McKinsey & Company. Jay has also served as Board Member and Senior Advisor to numerous information services companies, including SNL, Motista, Ogone, and Payscale. Jay has also been an Adjunct Professor at Georgetown University’s McDonough School of Business, and a Visiting Professor at ESADE Business and Law School in Barcelona. Jay earned a J.D. from Harvard Law School, and an AB from Princeton University’s Woodrow Wilson School.Susie Mulder
Susie Mulder has been both a CEO and a counselor to CEOs, for over twenty years. Susie is currently the Chief Executive Officer of NIC+ZOE, a privately-held woman’s apparel company.
Prior to joining NIC+ZOE, Susie was a Senior Partner with McKinsey & Company where she was a leader in the retail and consumer practice for fifteen years, specializing in marketing and organization. Susie also serves on the Board of Directors of Sally Beauty, and on the Board of Overseers of Boston Children’s Hospital. Susie received her MBA from the Harvard Business School with distinction, and holds a Bachelor of Commerce degree with great distinction from McGill University in Montreal, Quebec.Luis Ubiñas
Luis Ubiñas is a well-known leader in the telecommunication, technology, and media industries.
Luis has led CEOs of Fortune 100 companies and significant nonprofit organizations for several decades. In the private sector, Luis is Lead Director of Electronic Arts (EA), and serves on the Boards of CommerceHub, Boston Private Financial Holdings, GFR Media, and Shorelight Education. Previously Luis was a Director at McKinsey & Company, leading the firm’s media practice on the West Coast. Additionally, Luis has had a distinguished record of leadership in the nonprofit sector. Luis is currently President of the Board of Trustees of the Pan American Development Foundation, and previously served as President of the Ford Foundation, on the Advisory Board of the United Nations Fund for International Partnerships, the New York Public Library, among many others. Luis received an MBA from Harvard Business School, where he graduated as a Baker Scholar, and earned an AB degree magna cum laude from Harvard University, where he was named a Truman Scholar and a John Winthrop Scholar.About Equality
Equality Asset Management is a growth-focused private equity firm with a mission to help build exceptional companies. Equality provides equity capital and strategic and operating support to companies with long-term growth potential in technology and tech-enabled healthcare. Equality typically invests $25 million to $150 million of capital per company for growth equity or to support shareholder recapitalizations. The firm is based in Boston. For more information, please visit www.equalityassetmanagement.com.
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INFORMATIONAL PURPOSES ONLY
Nothing on this website is an offer or solicitation to buy or sell any security. Although the website may include investment-related information, nothing on this website is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Nothing on this website is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.
The information contained in the website may include certain historical investment performance information and forward-looking statements relating to the Equality Asset Management Funds as well as to their underlying portfolio companies. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Past performance is not indicative of future results and there can be no assurance that future performance will be comparable to past performance.
RESTRICTIONS ON USE
You may not access the website or use the information contained in the website for any illegal purpose or in any manner inconsistent with these Terms of Use. You agree to access the website and use the information contained therein solely for your own noncommercial use and benefit, and not for resale, redistribution or other transfer or disposition to, or use by or for the benefit of, any other person or entity. You agree not to use, transfer, distribute or dispose of any information contained in the website in any manner that could compete with the business of Equality Asset Management or its portfolio companies.
You may not decompose, decompile, reverse engineer, disassemble or otherwise deconstruct all or any portion of this website. You may not publish, broadcast, retransmit, reproduce, repackage, commercially exploit, create any derivative of or otherwise redistribute all or any portion of the website except as explicitly permitted in these Terms of Use.
RISKS YOU ASSUME BY USING THE WEBSITE
Information on the website speaks only as of the date indicated. While we make reasonable efforts to provide accurate information, at times we may not promptly update or correct the website even if we are aware that it is inaccurate, outdated or otherwise inappropriate. You agree that we are not responsible for any action that you take or decision you make in reliance on any information contained in the website.
COMMUNICATIONS
While we make commercially reasonable efforts to ensure that the website is secure, we do not guarantee the security of the website or your communications with us through the website. Electronic communications can be intercepted by third parties and, accordingly, transmissions to and from this website may not be secure. Communications to Equality Asset Management, particularly those containing confidential information, may be sent by mail to: Equality Asset Management, L.P., 120 St. James Avenue, 6th Floor, Boston, MA 02116. Equality Asset Management shall be free to use, for any purpose, any ideas, concepts, know-how, or techniques provided by you to Equality Asset Management through this website.
THIRD PARTY WEBSITES
Please note that these Terms of Use apply only to this website and not to other websites that may be accessible from this website via hyperlink. We are responsible only for the content of our own website and we have no control over other websites that may be accessible from this website, the contents therein or the products/services offered thereby. Equality Asset Management offers these hyperlinks as an accommodation to you and other users, but does not make any representations with respect to the accuracy, quality or suitability of the content provided on websites located through such hyperlinks, nor are we responsible for the practices of such other websites and sponsoring companies. In addition, third-party sites may be linked to this website, with or without our consent. If you access any third party website through our website or otherwise, you do so at your own risk. Hyperlinks to or from this website do not constitute third party endorsement of, sponsorship by or affiliation with us. We encourage you to review the privacy policies and user agreements of all other websites that you visit as such policies and agreements will govern your use of those websites.
INTERNATIONAL USE
Due to the global nature of the Internet, this website may be accessed by users in countries other than the United States. We make no warranties that materials on this website are appropriate or available for use in such locations. If it is illegal or prohibited in your country of origin to access or use this website, then you should not do so. Those who choose to access this site outside the United States do so on their own initiative and are responsible for compliance with all local laws and regulations. In addition, information collected from users outside the United States may be transferred to the United States and other countries.
DISCLAIMER OF WARRANTIES
You acknowledge that we provide the contents of this website on an “as is” basis with no warranties of any kind. We disclaim all representations and warranties, express or implied of any kind with respect to the website, including warranties of merchantability, fitness for a particular purpose and non-infringement of intellectual property and proprietary rights. Without limiting the foregoing, we do not warrant the availability, accuracy, completeness, timeliness, functionality, reliability, speed or delivery of the website or any part of the information contained in this website. Your use of this website and use or reliance upon any of the materials on it is solely at your own risk.
LIABILITY
Neither we nor any of our agents, members, directors or employees are responsible for any damages, liabilities or injury, including but not limited to direct, indirect, incidental, special, exemplary, punitive or consequential damages, or for any lost profits or losses, however caused, arising out of your use of (or inability to use) this website, whether arising under this Agreement or otherwise. Our liability is limited to the maximum extent permitted by law and is limited even if we have been advised of the possibility of the damages, liability or injury that you suffer or if any remedy you have fails of its essential purpose, including any damages, liabilities or injury caused by any failure of performance, error, omission, interruption, defect, delay in operation, computer virus, line failure, or other computer malfunction.
In exchange for using this website, you agree to indemnify and hold Equality Asset Management, our agents, members, directors and employees harmless against any and all claims, losses, liabilities, costs and expenses (including, but not limited to, attorneys’ fees) arising from your use of this website or your violation of this Agreement. In addition, you understand and agree that your use of this website is predicated upon your waiver of any right to sue Equality Asset Management, our agents, members, directors and employees directly or to participate in a suit for any losses or damages resulting from your use of this website.
Notwithstanding the foregoing, nothing contained in preceding paragraphs or elsewhere in this Agreement shall constitute a waiver by you of any of your legal rights under applicable U.S. federal securities laws or any other laws whose applicability is not permitted to be contractually waived.
TERMINATION
Equality Asset Management may terminate your access to this website for any reason, without prior notice. The Agreement shall survive any termination or expiration of your access to the website.
GOVERNING LAW
You agree that your use of this website and any disputes relating to the website or the Agreement shall be governed in all respects by the laws of the Commonwealth of Massachusetts. Any dispute relating to the above shall be brought solely in the state or federal courts located in Boston, Massachusetts and you expressly consent to the exercise of personal jurisdiction by and to venue in such courts for purposes of resolving such disputes. You agree to bring any claim solely in your individual capacity and you expressly waive any right to bring any claim as part of a group or as a class action.
SEVERABILITY
If any provision of the Agreement is deemed unlawful, void, or for any reason unenforceable, than that provision will be deemed severable from the Agreement and will not affect the validity and enforceability of the remaining provisions. The Agreement constitutes the entire agreement and understanding between you and Equality Asset Management, and supersedes any prior agreement and understandings with respect to your access to or use of the website.
Privacy Policy & Disclaimer
Thank you for visiting the Equality Asset Management, L.P. (together with its affiliated fund and management entities “Equality Asset Management” or “we”) website. This policy describes how we gather and use information from our website visitors.
Your privacy is important to us. The only personally identifiable information we record is information that you knowingly provide to us. This information is used solely by Equality Asset Management for internal business purposes, such as identifying and contacting appropriate investment candidates, and is shared with third parties only as necessary to provide this website and our associated services.
Equality Asset Management is committed to continuously improving the web site experience for our visitors. Therefore, we collect aggregate data about our visitors such as page views, visitor frequency, Internet browser usage, and length of time spent on the web site. This information is analyzed internally to understand the effectiveness of our site. This information does not identify individual users.
Information regarding how a user accesses Equality Asset Management’s website may be automatically collected through the use of cookies. This information is used to improve website performance and is not shared with other organizations. If you continue without changing your cookie settings, you consent to the use of cookies on this website. You may change your cookie settings at any time by adjusting the cookie settings in your individual browser. If you do so, you may not be able to access certain parts of this website.
Disclaimer
The investments referenced on this site were led by Tom Roberts, Gabriel Gomez, and Ned Schwartz while at Summit Partners, Advent, Drive, General Atlantic, and Norwest, and are not portfolio companies of any fund managed by Equality Asset Management. A full list of all investments in our investment team members’ track record, including information regarding their roles with respect to such investments, is available upon request.