Jonathan Szwec

Principal

2020

I invest in category-defining consumer brands, retailers, and services, as well as the software that powers them.

Investor

2023

Board Member

2022

Board Member

2023

Investor

2023

Board Observer

2023

Investor - Retail, Consumer, and Leisure

2016 - 2019

Worked on Advent's buyouts of Olaplex (NASDAQ: OLPX), Aimbridge Hospitality (and its subsequent merger with Interstate Hotels & Resorts), First Watch Restaurants (NASDAQ: FWRG), and Walmart Brazil. Ongoing coverage of minority investment in lululemon athletica (NASDAQ: LULU), including the execution of three public share sales. Member of Real Estate Committee and Board Observer, First Watch Restaurants Board Observer, Aimbridge Hospitality

Investment Banking

2015 - 2016

Mergers & Acquisitions - experience across consumer, technology, utilities, and financial services. Represented Alticor on its sale of Gurwitch Products (Laura Mercier & RéVive beauty brands) to Shiseido.

Investment Banking

2014 - 2015

Power & Utilities Summer Analyst (2013); Analyst (2014-2015)