Monday, February 8, 2016

Barrett Willich (AIM Alumnus) Visited Marquette on Friday and Discussed Private Equity


Dr. David Krause and Barrett Willich
On Friday, February 5, 2016 Barrett Willich was a guest speaker in Dr. Krause’s Alternative Investments class – and he also visited with students in the AIM Room. 

In the Alternative Investments class Barrett talked with the students about private equity – he currently is a Vice President at Beverly Capital, a Chicago-area venture capital and private equity firm.


Beverly Capital brings years of successful investing and operating experience to middle market companies. They primarily focus on investments in smaller, growth-oriented companies in healthcare related niches and companies providing outsourced business services. The firm focuses on providing capital to companies with $2-8 million of EBITDA that are headquartered in the central United States. As Barrett pointed out, they bring a long history of providing private equity capital and strategic advice to growth-oriented companies.

Beverly CapitalMr. Willich joined Beverly Capital in 2014. Prior to joining Beverly, he worked as an Associate at Winona Capital Management, a Chicago-based private equity firm, which specializes in growth equity investments in consumer companies. At Winona, he assisted with deal execution and portfolio company operational improvements. Earlier in his career, Mr. Willich was an analyst in Robert W. Baird & Co.’s Healthcare & Business Services Investment Banking Group, where he worked with and advised middle-market corporate and private equity clients on M&A, debt, and equity transactions.


Mr. Willich holds an MBA from the Kellogg School of Management at Northwestern University and a BS in Finance cum laude from Marquette University.  While at Marquette University, Mr. Willich was a member of the Applied Investment Management Program.


Mr. Willich’s responsibilities at Beverly Capital include deal origination and execution, as well as assisting operating companies with strategic direction, operational improvements, and financing decisions.  Barrett is currently a director of American Prosthetic Components and Tree Street Dermatology.

Barrett Willich

Barrett Willich joined Beverly in 2015 – he received his MBA from Northwestern’s Kellogg School of Management in 2014 - and prior to that he was at Winona Capital Management. Barrett was an Analyst in the Investment Banking group at Robert W. Baird & Co. where he worked with and advised middle-market corporate and private equity clients on M&A, debt, and equity transactions. Barrett graduated cum laude from Marquette University with a BS in Finance and was a member of the Applied Investment Management program.



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