TEAM

Tailoring McKinsey expertise to search funds

BRAD BROWN, Managing Director

Former Senior Partner, McKinsey

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Brad Brown is the managing director of Applied Equity.

 

He has deep professional expertise in software and tech-enabled services. He looks at dozens of software and tech deals each month through his search fund, venture, and angel activities. He helps searchers and CEOs develop strategies regarding software trends, competitors, pricing multiples, funding, channel partnerships, and products. He has developed the firm's theses, frameworks, and metrics on software and tech. Applied Equity was one of the first search fund investors to commit to the tech space, serve on software company boards, and support new CEOs.

Mr. Brown is also a Senior Partner Emeritus of McKinsey & Company, where he was a senior leader of the Technology practice, and the global leader of the Big Data practice. For thirty years, he worked with clients to implement strategies around technology, SaaS, cloud, and AI.  He also worked in Fintech and InsurTech. For seven years, he led the Global Insurance Technology practice, and is well known across the industry.

 

He is on the board of several search fund acquisitions including Blue Sky Network, ISI, Attainia, CarData, and Bridge Software. In addition, he is an advisor to many search fund CEOs as well as several Saas startups

Mr. Brown is a graduate of Dartmouth College.  He also received a Masters in Computer Science from UPenn, and an MBA from the Wharton School. 

AJAY GUPTA, Partner

Former Senior Partner, McKinsey

Ajay Gupta

Ajay Gupta is a Partner in Applied Equity.

 

His professional expertise is in all aspects of health care, health tech, and medtech. 

 

He remains intimately involved in these industries through his work on the Boards of Healthium Medtech, BJC Healthcare, OnPoint Surgical, the RAND Corporation Health Advisory Board, and the Keystone Board of Shirley Ryan Ability Lab.  He helps searchers and CEOs understand key health care trends, and develop strategies regarding pricing, distribution, operations, and growth. He has developed the firm's theses, frameworks, and metrics on health care. Applied Equity was one of the first search fund investors to commit to the health practice space, with its early investment in ConvenientMD. 

 

Mr. Gupta is also a Senior Partner Emeritus of McKinsey & CO, and brings 28 years of experience across all segments of healthcare, covering commercial and growth topics, corporate strategy, M&A, large scale performance improvement, organization design and aspiration setting. He led McKinsey’s Midwest Healthcare Practice and North America Medical Products. 

 

Mr. Gupta has served medical technology companies, pharma/biotech, health systems, academic centers, post-acute providers, drug store chains, specialty pharmacy, PBMs, HCIT, distributors/other intermediaries and disease management. He has published articles on new therapy adoption, commercial excellence, pricing/contracting, digital marketing, industry consolidation and M&A. His experience covers ambulatory, acute and post-acute care settings.  

He holds an MBA from Stanford University where he was an Arjay Miller Scholar, and a Bachelor of Technology from the Indian Institute of Technology, Delhi where he was awarded the President's Gold Medal.  

SAM MARWAHA, Special Advisor

Former Senior Partner, McKinsey

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Sam Marwaha is a Special Advisor to Applied Equity.

 

His professional expertise is in pharma/health tech and media tech. 


Mr. Marwaha is also a former Senior Partner at McKinsey & Company, where he founded and led the healthtech and mediatech practices. He then became a senior partner of the B Capital Group (VC) and Digital Ventures (incubator), playing a lead role with health tech companies.  He was also the launch CEO of Blink Health, a leading innovator in providing low-cost pharmacy drug plans using technology. He is currently working with several tech-enabled growth companies: as chief commercial officer for Evidation Health; senior advisor and investor in ScrollStack, a marketplace for creators.

Vik Malhotra, Special Advisor

Senior Partner, McKinsey

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Vik Malhotra is a Special Advisor of Applied Equity.  

He is a Senior Partner at McKinsey & Company. He currently leads the Firm’s Professional Standards Committee, and served on McKinsey’s Board of Directors.  He has also served as the Managing Partner of the Americas, and over time has led parts of our Banking Practice and Insurance Practice.

Mr Malhotra  has spent his career in the New York Office. During his time at McKinsey, his consulting experience has covered a broad range of assignments on performance transformation, corporate strategy, business unit strategy, growth strategies, organizational effectiveness, and operational improvement. Much of his current focus is on counseling CEOs and Boards on a range of issues.