
| Scott Asen |
Scott Asen spent many years in the venture capital industry, successfully managing a family of funds for a wealthy New York investor. He is currently investing solely for his personal account, managing a portfolio of public and private equity investments. He sits on several corporate boards as well as several not-for-profit boards. Mr. Asen graduated from Harvard College in 1966. |
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| Craig Burr |
Craig Burr has devoted his career almost exclusively to venture capital and private equity activities, and he has backed numerous leading growth companies in a variety of different industries. Mr. Burr co-founded Burr, Egan, Deleage & Co., a private investment firm. Previously, Mr. Burr was a partner at TA Associates. He has been a member of the Board of Directors of the New England Venture Capital Association and serves on the Boards of Directors of several private companies. Mr. Burr received his BA, cum laude, from Harvard College and his MBA from Harvard Business School. |
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| Robert Dahl |
Bob Dahl is a founding partner of Arrowhawk Capital Partners. From April 1999 until June 2006, Mr. Dahl served as the head of Global Healthcare for the Carlyle Group, a leading private equity firm with over $75 billion of equity under management, where he was responsible for the firm’s investments in the healthcare field. During his tenure at Carlyle, Mr. Dahl served on the investment committee of the U.S. buyout funds, including the $7.9 billion Carlyle Partners IV and the $3.9 billion Carlyle Partners III funds. Mr. Dahl also served on the investment committee of the $430 million Carlyle Mezzanine Partners. Prior to Carlyle, Mr. Dahl served as co-head of healthcare investment banking in North America at Credit Suisse First Boston. Earlier in his career Mr. Dahl was a CPA for Price Waterhouse. Mr. Dahl is a graduate of the Harvard Business School, where he was elected a Baker Scholar and received a Loeb Rhodes fellowship. He received a BA from Middlebury College. |
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| William Egan |
Bill Egan is founder and General Partner of Alta Communications and Marion Equity Partners LLC, Massachusetts-based venture capital firms. He founded Alta's predecessor firm, Burr, Egan, Deleage & Co. in 1979, and has identified and backed several of America's leading growth companies in the information technology, life sciences, and communications industries. Prior to founding Burr, Egan, Deleage & Co., Bill was a Partner at TA Associates. He began his career as a Manager of Venture Capital for New England Enterprise Capital Corporation. He is a past President and Chairman of the National Venture Capital Association, a former Trustee of Fairfield University, a member of the Board of Overseers of The Wharton School and a Trustee of the University of Pennsylvania. He is a member of the Board of Directors of Cephalon, Inc., CRH plc, and a number of privately held companies. Bill received a degree in Economics from Fairfield University and an MBA from The Wharton School. |
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| James Ellis |
Jim Ellis co-founded Asurion, the nation’s largest provider of insurance products to cell phone companies, in 1994. Today Asurion is a $2.5 billion company with 10,000 employees and more than 70 million wireless customers. Jim is currently a lecturer at Stanford’s Graduate School of Business. Previously, Jim held positions as a research associate at Stanford’s Graduate School of Business and as a consultant with IMG and Cresap, McCormick and Paget. He serves on the boards of numerous companies. Jim holds an MBA from Stanford’s Graduate School of Business and a bachelor’s degree in economics from Dartmouth College with high honors. |
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| Joseph Gorman |
Joseph Gorman is the Chief Executive Officer and Chairman and of Moxahela Enterprises LLC and a Founding Partner and Group Chairman of Glengary LLC. Mr. Gorman previously served as the Chief Executive Officer and Chairman at TRW Inc. until his retirement in January 2001. Mr. Gorman serves or has served as a Director and advisor to numerous public and private companies, including Alcoa Inc, Imperial Chemical Industries PLC, National City Corp., Procter & Gamble Co., Tonsberg Magnesium Group International AB, Ice Energy LLC., Resilience Capital Partners LLC and Whoop, Inc. Mr. Gorman has also lent his leadership to several community-based organizations including United Way Services, the Cleveland Clinic Foundation, the Greater Cleveland Growth Association, Leadership Cleveland, Cleveland Tomorrow, the Cleveland Museum of Art, the Musical Arts Association and the Cleveland Playhouse. He holds a BA from Kent State University and a JD from Yale Law School and is actively involved with the Kent State University Foundation and the Yale Alumni Association. |
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| Ted McCarthy |
Ted McCarthy has been an owner/operator of private companies since 1982. He is currently the owner, Chairman and CEO of Sensorex, a Southern California manufacturer of sensors used to measure water quality. Sensorex is a global provider of sensors to instrument manufacturers, distributors, catalogs and end users. Prior to purchasing a company, Ted worked for Citibank’s consumer business in New York, Sydney, Australia and Los Angeles. He has served on the boards of several private companies and charitable organizations. Ted received a BSME from Villanova University and an MBA from the University of Pennsylvania’s Wharton School. |
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| Sandro Mina |
Sandro Mina is a co-founding Managing Director of Sverica International and is based in the Boston office. He currently serves on several portfolio company boards including Ackerman Security Systems, Center Rock, Creative Catalog Concepts, iCoat Company, OASIS Group Ltd and Prospect Education. Mr. Mina also serves on the board of the Swedish School of Boston. He was previously President and CEO of Cameraworld.com, one of Sverica's pre-fund portfolio companies. In earlier careers, Mr. Mina worked in the public and private sectors in a number of industries, including technology (United Nations Computing Centre and Storage Technology), banking (Citibank, Goldman, Sachs & Co. and VISA) and telecommunications (consultant for a large European company). A native of Italy and Sweden, Mr. Mina earned his Bachelor of Science degree in Computer Engineering from Imperial College at the University of London and his MBA degree at the Graduate School of Business at Stanford University. |
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| Robert Parker |
Robert Parker is a Managing Director with W.Y. Campbell & Company. Mr. Parker joined W.Y. Campbell & Company from UBS Investment Bank in Los Angeles, California. While at UBS, Mr. Parker was an Associate Director in the Investment Banking department where he was involved in mergers, acquisitions, public offerings, private placements, and leveraged buyout transactions. Mr. Parker also worked for Donaldson, Lufkin & Jenrette as an Associate in the Mergers and Acquisition Group. Prior to completing his Master of Business Administration, Mr. Parker also worked for Ernst & Young in their National Tax Department in Washington, DC. Mr. Parker received his MBA from The University of Michigan Business School and a BA from The University of Michigan College of Literature, Science and Arts. |
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| Rafael Somoza |
Rafael Somoza most recently was the co-founder and CEO of VIU Media, Puerto Rico’s largest locally-owned outdoor advertising company, which was sold to Lamar Advertising. Prior to becoming CEO of VIU Media, he was the co-founder and CEO of Quest Management Corporation, a private equity group formed to identify, acquire, and operate a company in Puerto Rico. Previously, Rafael worked at Credit Suisse First Boston, where he was involved in structuring over $1.2 billion in financings. He received the 2004 Entrepreneur of the Year Award in the Media Category for Puerto Rico, and currently sits on the Board of the Puerto Rico Convention Bureau. Rafael holds an MBA from Stanford’s Graduate School of Business and graduated cum laude, with a BA in Economics and Political Science, from Yale University. |
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James Southern |
Jim Southern is the managing member of JS Capital Partners, an acquisition company focused on service businesses in high growth industries. He served as chairman and CEO of Continental Fire & Safety Services, a privately held service company serving the fire suppression industry. Previously, Mr. Southern was the chairman and CEO of Uniform Printing, a highly successful niche printing business serving the insurance industry, which he purchased in a leveraged buyout. Mr. Southern earned his investors a 59% IRR over the course of the ten years he managed the company. He also has experience in the insurance and oil and gas industries. Mr. Southern currently serves on the boards of Bay Communications, Inc., as well as various non-profit organizations. Mr. Southern received his BA from Southwestern University and his MBA from Harvard Business School. |
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| Jose Stella |
Jose Stella most recently was the co-founder and President of VIU Media, Puerto Rico’s largest locally-owned outdoor advertising company, which was sold to Lamar Advertising. Prior to becoming President of VIU Media, he was the co-founder and President of Quest Management Corporation, a private equity group formed to identify, acquire, and operate a company in Puerto Rico. Previously, Jose worked at KPMG Peat Marwick in the middle-market Mergers & Acquisitions Advisory Group. He also worked for UBS and Chase Manhattan Bank. He received the 2004 Entrepreneur of the Year Award in the Media Category for Puerto Rico. Jose graduated with high honors, with a BA in Economics, Finance and Investments, from Babson College and graduated cum laude with an MBA from The University of Michigan. |
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| A.J. Wasserstein |
A.J. Wasserstein was the founder and CEO of ArchivesOne, the third largest records management company in the United States. He successfully built ArchivesOne into a super-regional, full-service records management company before selling to Iron Mountain (NYSE: IRM) in 2007 after 16 years of operation. At ArchivesOne, 35 acquisitions were successfully completed to supplement growth. ArchivesOne employed 400 Team Members and had approximately 10,000 customers with total revenues of $50 million. A.J. is a Trustee at the Connecticut Community Foundation and at Waterbury Hospital. He received his MBA from New York University and completed his undergraduate studies at Colgate University. A.J. also completed the Owner/President/Manager Executive Education Program at Harvard Business School. |
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| Kent Weaver |
Kent Weaver is currently Chairman and CEO of Progressive Home Care. Previously, Mr. Weaver held executive positions in marketing and product management for KnowledgeLINK, a venture-backed technology services company. Prior to this, Mr. Weaver served as a regional CFO and business analyst in Pepsico's Pizza Hut Division. Mr. Weaver began his career with Ernst & Young, where he led engagement teams in the areas of strategic formation, valuation, restructuring, and corporate finance. Mr. Weaver received his MBA from the University of California, Los Angeles and a BS in finance from the University of Southern California. |
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| Cambria Group |
The Cambria Group is a private investment company, which acquires and invests in small and mid-sized businesses – generally, quality businesses with established operating histories, and typically with revenues of under $50 million. Cambria has completed over 25 investments since its founding in 1996, investing across a wide range of industries, including the low-tech manufacturing, distribution and service sectors. The firm differentiates itself in two ways – first, in that each of the firm’s three principals has both operating and financial experience, and, second, in that principals provide the majority of the equity for each transaction personally. These distinctions allow the firm to add value both in the acquisition effort and in building value in the companies in which it invests; to make decisions quickly and without uncertainty as to its source of capital; and to accommodate a long-term perspective with respect to building shareholder value and seeking liquidity. |
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| Ohana Capital |
Ohana Capital is an active investor in search funds and lower middle-market companies. Ohana works with its search fund partners to identify, acquire, and grow leading small businesses with $5 million to $50 million in revenue. Since inception, Ohana has invested in a broad range of industries including manufacturing, consumer and business services. Ohana Capital is managed by Tim Ludwig, an experienced investor and executive who has worked in organizations ranging from start-ups to Fortune 500 companies. Tim holds an MBA from the Ross School at the University of Michigan and a BA from The College of Wooster. |
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| Peterson Ventures |
Based in Salt Lake City, UT, Peterson Ventures is an investment firm that seeks to partner with outstanding entrepreneurs and founders of great companies. They make investments across all stages of a company's growth. Specifically, they invest in search funds, seed- and early-stage companies, and small, later-stage companies that have revenues less than $10 million and positive EBITDA. They have invested in some of the world’s leading companies like Asurion and JetBlue. |
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| Search Fund Partners |
Search Fund Partners invests in small, profitable companies with $5 million to $30 million in revenue. They work closely with search fund entrepreneurs to find, acquire and build successful companies. They combine a portfolio approach with active, hands-on investment management to help our entrepreneurs build lasting value companies. The Principals of Search Fund Partners, Dave Carver, Rich Kelley, and Jim Edmunds bring with them a wealth of operating and investing experience. |
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