HGGC

HGGC is a Palo Alto-based middle-market private equity firm founded in 2007 that focuses on leveraged buyouts, add-on acquisitions, platform investments, recapitalizations, growth equity, and corporate carve-outs in both private and public companies. It targets North America with some international opportunities and invests across sectors including business services, manufacturing, consumer products, financial services, healthcare, industrial services, chemicals, information services, software, technology, and infrastructure. Typical investments range from $25 million to $125 million in companies generating $100 million to $1 billion in revenue, with EBITDA roughly $15 million to $75 million and enterprise value of $100 million to $500 million. The firm seeks either majority ownership or minority positions with control rights. HGGC operates from its Palo Alto headquarters with additional offices in West Palm Beach, Salt Lake City, and Foxborough.

Alex Bryan

Vice President

Dale Chang

Associate

David Chung

Partner, Member of the Management Committee and Investment Committee and Co-Chief Investment Officer

Bill Conrad

Partner

Matthew Cox

Senior Associate

Patrick Dugoni

Principal

Neha Gupta

Associate

Eunice Huang

Associate

Jordan Hurd

Associate

Anna Ike Pope

Vice President

Rich Lawson

Partner, CEO and Co-Founder

Steven Leistner

Partner and Co-Chief Investment Officer

Drew Lezon

Associate

Mason Mohring

Senior Associate

Colin Phinisey

Partner and Head of Debt Capital Markets

Hao Qin

Vice President

Matt Roesch

Principal

Phi Sampognaro

Principal

Chris Schulze

Principal

Keaton Shiveley

Associate

Sam Siegel

Associate

Neil White

Partner, President and Member of the Management Committee and Investment Committee

Justin Zhao

Associate

Cathy Zheng

Associate

Past deals in Arizona

Equity Methods

Acquisition in 2025
Equity Methods, LLC is an accounting firm based in Scottsdale, Arizona, specializing in valuation, financial reporting, and human resource advisory services related to equity compensation and complex securities. Established in 1998, the company offers a range of services including financial reporting for equity compensation, outsourced forecasting and budgeting, and tax reporting. It also provides valuation services for total shareholder return awards, stock options, and other securities, as well as AwardTraq, a tool for tracking the performance of total shareholder return awards. Additionally, Equity Methods offers human resource advisory services focused on pay and performance disclosure, compensation analytics, and modification analysis. As a former subsidiary of Equity Analytics, LLC, Equity Methods aims to assist clients in navigating the complexities of equity compensation valuation and reporting.

Equity Methods

Private Equity Round in 2025
Equity Methods, LLC is an accounting firm based in Scottsdale, Arizona, specializing in valuation, financial reporting, and human resource advisory services related to equity compensation and complex securities. Established in 1998, the company offers a range of services including financial reporting for equity compensation, outsourced forecasting and budgeting, and tax reporting. It also provides valuation services for total shareholder return awards, stock options, and other securities, as well as AwardTraq, a tool for tracking the performance of total shareholder return awards. Additionally, Equity Methods offers human resource advisory services focused on pay and performance disclosure, compensation analytics, and modification analysis. As a former subsidiary of Equity Analytics, LLC, Equity Methods aims to assist clients in navigating the complexities of equity compensation valuation and reporting.

AIMC

Acquisition in 2017
AIMC, LLC is an insurance marketing organization specializing in the distribution and sales of Medicare supplements and other senior products across the United States. Established in 2008 and headquartered in Woodstock, Georgia, AIMC operates as a subsidiary of Integrity Marketing Group LLC. The company partners with a network of experienced distribution partners and independent agents to deliver comprehensive marketing services, strategies for accessing the senior market, agency services, policy administration, and actuarial consulting. AIMC is recognized for its effectiveness in meeting the sales expectations of major insurance carriers serving the senior market. Its operations span all fifty states, solidifying its position as a respected entity within the insurance industry.
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