Goldsmith & Co

LongRange Capital

Goldsmith & Co × LongRange Capital
Confidential
Prepared for LongRange Capital
May 2026
Senior Investor Relations
LongRange Capital
Demonstrated Success|Our Process|Client Portal
Unique In Our Space
Selected Client Partnerships

I. Demonstrated Success

Highlight Reel

Relevant Projects: Capital Formation & Investor Relations

Candidate Firm Description Role Employment History Education

II. Our Process

Illustrative Talent Pool

Search Phases — Timeline & Funnel

13-Week Engagement

III. Frictionless Client Experience

The Goldsmith Client Portal

LongRange Capital will have direct, real-time access to the search through our proprietary client portal: a single-pane view that includes candidate pipeline, interview stage tracking, assessment scorecards, and feedback in one place.

As a candidate progresses through the search process, their status updates in real time.

  • Live pipeline view across active candidates, prospects, and formers.
  • Interview-stage tracking with next-step dates and context.
  • Log real-time feedback & assessments directly in the portal.
  • Explore individual candidate profiles, including full employment history, education, and prior-firm context.
  • Built on G&Co's proprietary research stack, powered by the technology and intellectual capital that is foundational to our business.

Launching shortly. LongRange Capital will receive credentials at search kickoff.

LongRange Capital · Capital Formation & Investor Relations
Updated May 26, 2026
LR
LongRange Team
Active Candidates 8
Former Candidates 2
Active Prospects 12
Former Prospects 3
Assessments 5
Interview Feedback 14
Search Summary
25
total
8 Active Candidates
12 Active Prospects
2 Former Candidates
3 Former Prospects
Search Status
InterviewingWk 6 / 13
★ Starred
↓ Export
Status Name Title Stage Current Firm Employment History Next Step Feedback
Active
Candidate A
Head of Investor Relations
Interview 2
Mid-Market Consumer-Focused PE
2023 – Present
Permira
Capital Formation · 2015 – 2023
The Riverside Company
2007 – 2015
Final Round 6/2
Bob Berlin & Michele Reing
Active
Candidate B
Head of Investor Relations
Final Round
Mid-Market Family-Owned PE
2022 – Present
Avenue Capital Group
IR · 2015 – 2022
BofA Merrill Lynch
2010 – 2013
Reference Calls 6/4
LongRange Capital
Active
Candidate C
Director, Investor Relations
Interview 1
Mid-Cap Buy-and-Build PE
2023 – Present
BlackRock
Alternatives Specialists · 2022 – 2023
~$7B Specialty PE Firm
Head of IR · 2019 – 2021
Interview 2 5/29
Bob Berlin
Active
Candidate D
Head of Capital Formation
Interview 2
~$10B Value-Added Industrial PE
2025 – Present
Ares Management
VP, IR & PM · 2022 – 2025
Pine Brook Partners
VP, IR · 2017 – 2020
Business Plan 6/3
90/180/270/360-Day Plan
Sample view of the LongRange Capital search dashboard. Candidate names and firms shown are illustrative.