our Investors
Selected Investors
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Mr. A.J. Wasserstein
A.J. is a private equity investor focusing on lower middle market services companies. Previously, A. J. 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 May of 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. graduated from Colgate University, received his MBA from New York University, and completed the Owner/President/Manager Executive Education Program at Harvard Business School. He is a Trustee at Waterbury Hospital and the Connecticut Community Foundation and a board member at IPT and Ivize.
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Mr. Craig Burr
Craig’s career has been devoted almost exclusively to venture capital and private equity activities, having founded Burr, Egan, Deleage & Co. in 1979. Previously, Craig was a Partner at TA Associates. He has been a member of the Board of Directors of the New England Venture Capital Association. He is presently a private investor and serves on the Boards of Directors of several private companies. Craig received his AB, cum laude, from Harvard College and his MBA from Harvard Business School.
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Mr. David Lazier
Dave is President of American Security Products, a leading manufacturer of high-security safes. He has also served as Controller, Vice President of Sales and Co-President of Nelson Nameplate Company, a rapid prototyping and engineering support company based in Los Angeles, California. Prior to joining Nelson, Mr. Lazier worked as an engineer with IBM Corporation from 1982-1984. He is currently on the board of Nelson Nameplate Company, American Security Products, Columbia Sanitary Products and St. Mark's Episcopal Church. He has also served on the board of Glendale Memorial Hospital Foundation and the San Gabriel Valley Habitat for Humanity. Dave received his Bachelor's Degree in Industrial Engineering from Northwestern University.
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Mr. Glenn Healey
Glenn is currently a Managing Director of HV Capital Investors, LLC and RHV Capital, LLC, which provide debt and equity capital to lower middle market private companies. Prior to that, Glenn was the CEO of several different companies over the last 22 years ranging in size from $2 million to $90 million in revenue. He completed 45 transactions at those companies, including acquisition, financing and divestiture transactions. Glenn is a Certified Public Accountant and a graduate of the University of Missouri and the Harvard Business School. He is a Director of Continental Fire & Safety Services, LLC and Wind River Environmental, LLC.
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Mr. Kent Weaver
Kent is currently Chairman and CEO of Progressive Home Care, a Northern California-based home health care agency purchased using the search fund model. Previously, Kent held executive positions in marketing and product management for KnowledgeLINK, a venture-backed technology services company that enables channel marketing process management. Prior to this, he served as a regional CFO and business analyst in Pepsico's Pizza Hut Division. Kent 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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Mr. Paul Rogers
Paul is currently a Managing Director at HV Capital Investors, LLC and RHV Capital, LLC, which provide debt and equity capital to lower middle market private companies. Prior to that, Paul worked for 22 years in the financial services industry with CIBC and its predecessor company, Wood Gundy Inc. From 1999 to 2004, Paul was President of CIBC World Markets Corp., the US investment banking subsidiary of CIBC. In this capacity, Paul was responsible for all of the US businesses of CIBC World Markets. Paul earned a B.Sc. Honours degree in Mathematics and Physics from the Royal Military College of Canada and also received an MBA with high distinction from Harvard Business School. Paul is currently enrolled in the Ph.D. program for Applied Physics at the New Jersey Institute of Technology and recently received an M.Sc. degree in Applied Physics from NJIT.
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Mr. Thomas Cassutt
Tom is Co-President of Nelson Nameplate, a rapid prototyping and engineering support company based in Los Angeles, California. Prior to joining Nelson, Tom functioned as the Controller of Bristol Corporation from 1978-1984. He currently sits on the board of American Security Products and Columbia Sanitary Products. Tom received his Bachelors degree in Physics from the University of California, Irvine and his MBA from Stanford University’s Graduate School of Business.
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Institutional Investors
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Based in San Francisco, Alpine Investors' objective is to invest in or acquire small to mid-sized U.S. based companies with EBITDA greater than $2 million. The firm's capital, $247 million under management, may be used to provide full or partial liquidity to entrepreneurs, family members, estates, passive investors or corporate owners. Alpine will also consider minority investments for growth.
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The Cambria Group is a private investment company which acquires and invests in small and mid-sized businesses. 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, each of the firm’s three principals has both operating and financial experience, and, second, the 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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Marion Equity Partners is a Boston based investment firm which acquires and invests in growing businesses across a broad range of industries. The firm’s partners have over 40 years of combined investment experience and have developed a strong network of contacts to help source high quality investment opportunities and aide managers in building great companies.
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Mr. William P. Egan
Bill is a founder and Managing Partner at Marion Equity Partners. Bill is also a founder and General Partner of Alta Communications. 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. Bill began his career as a Manager of Venture Capital for New England Enterprise Capital Corporation. He is past President and Chairman of the National Venture Capital Association, a Trustee of the University of Pennsylvania, and an Overseer of The Wharton School. Bill serves on the Boards of Directors of Cephalon, Inc. and CRH plc, as well as on several boards of directors of privately held companies. Bill received a degree in Economics from Fairfield University and an MBA from The Wharton School at the University of Pennsylvania.
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Mr. Mark P. Egan
Mark is a founder and Managing Partner at Marion Equity Partners, a Boston based investment firm. Prior to Marion, Mark focused on growth equity investments in the technology, healthcare, media, and business services industries at Polaris Venture Partners. Before Polaris, Mark began his career at Alta Communications where he executed investments in the media and telecommunications sectors. Mark also has previous experience with Comcast Corporation in business development. Mark serves on the Board of Directors of The Penn Warranty Corporation. Mark received a degree in Finance from Fairfield University and an MBA from The Wharton School at the University of Pennsylvania.
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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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Mr. Dave Carver
Dave has extensive experience as an operating manager in a variety of high-tech companies. He was CEO of HiFive Networks, Executive VP and GM of Network Associates, COO of Network General, and worked for 19 years at the Hewlett Packard Co. Dave holds an MBA from Stanford University and a BS from the University of Arkansas.
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Mr. Rich Kelley
Rich has been involved in numerous small businesses and start-up companies as an operator, owner, and investor. His experience includes: CFO of Score Learning Centers, CEO of San Jose Giants, investor in successful tech start-ups (Coinstar, PLX Technology, Corcept Therapeutics). He is also a Limited Partner in several venture capital funds and has invested in search funds since 1994. Rich has an MBA and a BA from Stanford University.
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Mr. Jim Edmunds
Jim joined Search Fund Partners after serving as President of a portfolio company, Celebrity Kids Portrait Studios. Jim and his business partner had assembled an investor group to purchase the upscale photography retailer in 2005 and subsequently grew the business in the U.S. and expanded to India. Prior, Jim worked for McKinsey & Company. Jim has an MBA from Stanford University and an AB from Harvard University.
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