2021 YEAR IN REVIEWWomen can change both how the industry operates and how it is perceived, which should ultimately make PE more resilient in an ever-evolving economy. – NICOLE BYERS, HOUSATONIC PARTNERS3 WOMEN IN PRIVATE EQUITY + FINANCE TABLE OF CONTENTS 4 FOREWORD 5 CELEBRATING WOMEN DEALMAKERS IN PRIVATE EQUITY 6 Courtney Midanek, Kaufman Hall 8WOMEN TO KNOW IN PRIVATE EQUITY 9 Gillian Francis and Angela Zenon, 3antas Capital Partners 13 Pooja Goel, Virgo Investment Group 15 Jennifer Ding, Welsh, Carson, Anderson and Stowe (WCAS) 18 Yichen Feng, Lumos Capital 20 Christie McFall, Great Range Capital 23 Melissa Mounce, GTCR 26 Julia Senior, M/C Partners 28 UP-AND-COMING WOMEN IN PRIVATE EQUITY 29 Nicole Byers, Housatonic Partners 31 Lauren Morera, Audax Private Equity 34 Amanda Kim, Avante Capital Partners 38 Samantha Gordon Webb, Revelstoke Capital Partners 42 THE DEVELOPMENT AND ADVANCEMENT OF WOMEN IN PRIVATE EQUITY AND FINANCE – A FIVE-YEAR RECAP 44 MILESTONES 45 THE MISSION: IT STARTS FROM WITHIN 46 LEADERS BY EXAMPLE4 WOMEN IN PRIVATE EQUITY + FINANCE It has been five years since McGuireWoods launched the Women in Private Equity & Finance (WPEF) Initiative. Since 2017, we’ve grown as a community and together we’ve made meaningful progress on behalf of women in the private equity and finance industries. Through the years, we’ve expanded our reach, highlighted exceptional women, hosted special guests, shared perspectives, and engaged the community in ways that offer insight and facilitate connections. In addition to our ongoing programming, in September we launched our long-awaited online directory, WPEF Connect, to facilitate deeper connections among women in the network. We also grew within our firm, from enhanced mentorship to welcoming new group members at all levels in McGuireWoods’ offices, including firm lawyers McKenzie Carson, Sabrina Conyers, Demetra Liggins, Andrea Lee Linna and Farnaz Farkish Thompson. Whether you’ve been in the private equity and finance space for 15 years or three years, you know women have always played a vital role in shaping the future of the industries. For our part, we will continue to offer a platform for women to network, build relationships, partner and exchange ideas. From fostering digital connections to hosting in-person events, we are dedicated to upholding the pledge we undertook five years ago. As we kick off 2022, join us for a look back at the past year of inspired activity. Let’s celebrate our growing network, the strength of our members and the groundwork we’ve laid. Amber Walsh Partner, McGuireWoods LLP Penny Zacharias Partner, McGuireWoods LLP FOREWORDCELEBRATING WOMEN DEALMAKERS IN PRIVATE EQUITY6 WOMEN IN PRIVATE EQUITY + FINANCE Courtney Midanek was born and raised in the Chicagoland area, more specifically, a small town near the border of Wisconsin. She hasn't moved far since then. Courtney completed her undergraduate work at the University of Illinois, where she earned a bachelor's in finance and then an MBA from the Kellogg School of Management. She began her career in investment banking/mergers and acquisitions (M&A) at Robert W. Baird & Co. in Milwaukee and then moved to BMO Harris Bank in Chicago. Following a brief pivot to the fixed-income side, Courtney landed at Blue Cross Blue Shield Association, where she was first exposed to the healthcare industry. Little did she know at the time, but her M&A background coupled with the exposure to healthcare would provide the ideal platform to bring to Kaufman Hall. Courtney is a leader in the firm's partnerships, mergers and acquisitions practice. At Kaufman Hall, Courtney provides partnership advisory services primarily to not-for-profit hospitals and health systems and other healthcare providers. She finds the mindset of the key stakeholders for not-for-profit organizations COURTNEY MIDANEK7 WOMEN IN PRIVATE EQUITY + FINANCE COURTNEY MIDANEK The organizations Courtney supports seek opportunities to operate at a more optimal level by leveraging clinical, back- office and other synergies. fascinating, noting that it is more nuanced than the for-profit world where the overarching goal is maximizing shareholder value. In transactions involving not-for-profit hospitals and health systems, board members are tasked with maximizing the value to the communities they serve. That's often easier said than done, considering that today's environment makes it increasingly difficult to operate in a financially sustainable manner. The organizations Courtney supports seek opportunities to operate at a more optimal level by leveraging clinical, back- office and other synergies. Since the health system space remains highly fragmented compared to other industries, she helps ensure partnerships are centered on these opportunities by directing clients to focus on the business case and let form follow function. Courtney attributes much of her success to how she was raised. She considers herself fortunate to have grown up in an environment where nothing was handed to her. The need to work hard for everything kept her hungry. When Courtney went away to the University of Illinois, she felt like an underdog as her classmates included students from top high schools with impressive academic achievements. This feeling drove her to work hard day in and day out, providing the foundation to how she approaches her work today. Further obstacles along the way provided additional opportunities to grow through hard work, including the turmoil of the 2008 financial crisis. It was tough, and Courtney and her husband needed to claw their way back from impacts they experienced. But equal doses of grit and hope carried Courtney and her family through challenging times to a place where they were positioned to succeed. She considers the partnership with her husband as the rock in her life, with his support essential to maintaining a strong balance of work and life, which now includes two children.WOMEN TO KNOW IN PRIVATE EQUITY9 WOMEN IN PRIVATE EQUITY + FINANCE Gillian Francis is a co-founder and managing partner of 3antas Capital Partners. Founded by three friends whose relationship began over a decade ago, 3antas Capital is an operationally focused independent sponsor firm unique in its emphasis on preserving economic sustainability by making growth equity and leveraged buyout investments in lower middle market companies to catalyze economic advancement in emerging domestic markets. Francis is involved in the strategic and operational management of the firm. She also serves in key roles related to deal structuring, investment origination, portfolio management and investor relations. She is a member of 3antas Capital's investment committee and board of directors. Francis is involved with various tech incubators and accelerators and serves on boards of several charitable and professional network organizations. Francis received an MBA with a concentration in private investment management from the Tuck School of Business at Dartmouth College. She received her bachelor's in political science from Rutgers College. An avid amateur squash player, Francis shares her love for the sport as a mentor for StreetSquash College Access & Success and Alumni Support Program. gillian@3antascapital.com Angela Zenon has extensive lending and investing experience and has completed over $100 million of various equity and debt transactions. As a co-founder and managing partner of 3antas Capital, she is involved in the strategic management of the firm as well as board governance and investor relations. Zenon has built a track record of success over her professional career and is involved in deal sourcing and origination, deal structuring and bringing operational efficiencies to 3antas Capital investment companies. Zenon earned an MBA in finance and real estate from Columbia Business School at Columbia University. Zenon also received a bachelor's in mathematics and computer science from Southern University in Baton Rouge, Louisiana. She enjoys teaching children's yoga and mindfulness and cooking dishes from her native Louisiana. angela@3antascapital.com GILLIAN FRANCIS ANGELA ZENONNext >