investor-group-services-(igs)-announces-new-head-of-portfolio-operations-and-leadership-team-promotions

Investor Group Services (IGS) Announces New Head of Portfolio Operations and Leadership Team Promotions

 

Investor Group Services (“IGS”) announces the new strategic hire of Alex Miller and the promotions of Zach CasavantBryan Quinlan, and Ana Giuglea to its senior management team.

Alex Miller has joined the firm to help build the firm’s portfolio company value creation capabilities – expanding IGS’ set of services to include performance improvement, post-merger integration and accelerated growth strategy. Alex has extensive experience evaluating transformational acquisitions, identifying performance transformation opportunities and driving operational change to realize value. Prior to joining IGS, Alex was the Global Head of Strategy and the US Strategy Service Line Leader for KPMG.

“Alex is a huge addition to our team, bringing an unparalleled track record of success in helping private equity investors and their portfolio companies achieve outstanding operational results and investment returns. We are so fortunate to have him come on board,” explains Rob Lordi, Senior Managing Director.

As part of IGS’ continued growth and expansion of its leadership team, Zach Casavant and Bryan Quinlan have been promoted to Managing Director, and Ana Giuglea has been promoted to Principal. Zach, Bryan, and Ana each bring indispensable experience to the senior management team.

Since rejoining the IGS team in 2012, Zach Casavant has advised clients on hundreds of complex commercial diligence, sell-side, and strategic support engagements across a wide variety of industry segments including industrial products and services, business services, software and technology, among many others. Zach’s prior experience includes positions in middle market investment banking as well as in the strategy and analytics group of a global marketing and advertising agency. Zach holds an M.B.A. from Cornell University and an A.B. from Brown University.

Bryan Quinlan joined IGS in 2015 and brings more than a decade of transaction advisory, strategic consulting, and M&A experience. He has deep domain expertise within financial services / fintech, technology & software, and business & consumer services, among others. Bryan is actively involved in the development of new client relationships and the delivery of advisory services across complex buy & sell-side commercial diligence, as well as non-transaction related strategic support. Prior to IGS, Bryan worked across M&A, corporate finance, and strategy functions for Liberty Mutual Insurance. Bryan holds an M.B.A. from Harvard Business School and graduated cum laude with a B.S. in finance from Georgetown University.

Ana Giuglea is a Principal at IGS with over a decade of investing, M&A advisory, and strategy consulting experience. Since joining IGS in 2013, Ana has advised clients across hundreds of engagements in the industrial goods & services, healthcare, and consumer goods spaces. Ana has deep experience supporting commercial diligence and M&A strategy mandates and has advised clients across broader topics such as post-merger integration and portfolio company value-creation. Prior to IGS, Ana worked at a European private equity fund and began her career as an Investment Banking Analyst at Morgan Stanley in London. Ana holds an M.B.A. from Harvard Business School and a B.A. in economics from Vassar College.

“These well-deserved promotions reflect the important contributions each individual has made to the success and growth of our firm. Zach, Bryan, and Ana have been integral members of our management team and we look forward to their continued development and future contributions to the firm,” adds Mindy Berman, Senior Managing Director.

interlock-equity-invests-in-investor-group-services

Interlock Equity invests in Investor Group Services

 

Interlock Equity (“Interlock”), a Los Angeles-based private equity firm, and Investor Group Services (“IGS” or the “Company”), a Boston-based consulting firm serving the private equity industry, are pleased to announce a strategic growth investment that will accelerate IGS’s expansion of their consulting team, service offerings, and geographic presence.

For over twenty years, IGS has served private equity sponsors, corporate development groups and management teams with market intelligence, commercial due diligence and strategic advisory services. Founded in 1998, IGS has grown to more than 80 consultants and research professionals that serve over 400 private equity sponsors and their portfolio companies. Investors and management teams rely on IGS’s market insights and strategic advice to inform critical investment decisions and growth initiatives.

“The team at Interlock has deep expertise and a fantastic track record of successfully scaling top-notch professional services firms. They are the perfect partner for IGS as we prepare for our next chapter of growth,” said Mindy Berman, co-founder and Senior Managing Director of IGS. “The investment from Interlock will support and accelerate our growth strategy of adding new services and expanding geographically to deepen relationships with clients and create more opportunities for our incredibly talented team,” added Rob Lordi, co-founder and Senior Managing Director of IGS.

“We are thrilled to partner with the talented people at IGS and to help them execute their strategic vision,” said Rob Zielinski, Managing Director at Interlock. “IGS has developed a tremendous foundation on which we plan to build with additional services, new geographies, and strategic acquisitions. We’ll do that while reinforcing their people-first culture which has successfully attracted the industry’s top talent.”

Mike Orend, Managing Director at Interlock, added, “Market intelligence and commercial due diligence increasingly play central and crucial roles in the investment process of private equity firms, which is a massive and growing industry. IGS’s deep relationships within that industry are emblematic of the superior quality and value provided through its unique model of difficult-to-ascertain intelligence gathering.”

IGS’s founders and leadership team retained significant ownership as part of the transaction and will continue to lead the business.

Investor Group Services

Investor Group Services (IGS) is a world-class provider of commercial due diligence and strategic advisory services to private equity firms and their portfolio companies, corporate development groups, and senior management teams. These groups rely on IGS’s strategic insights, research prowess and analysis to guide critical investment and strategic decisions.

For more information visit, www.igsboston.com.

Interlock Equity

Interlock Equity is a private equity firm focused on partnering with leadership teams of knowledge-based businesses. Founded in 2021 and headquartered in Los Angeles, Interlock invests in North America-based companies in the lower middle market. The firm is focused exclusively on partnering with founders of people-based businesses providing mission-critical B2B and healthcare services.

For more information visit, www.interlockequity.com.