Invests in
Stages:
Locations:
Min Investment:
$300,000.00Max Investment:
$2,000,000.00Target Investment:
$500,000.00
Skills
Education
- TW
- Uo
Investments
Work Experience
2018
Managing Partner
2018
Invest in technology companies with $1-$8M of EBITDA. Currently serve on the Boards of: Amplifire: SaaS platform backed by brain science for learning content creation ARInsights: SaaS platform and proprietary database for analyst relations Automotive Titling Corporation (ATC): Out-of-state tax, titling and registration services and data Baxter Planning Systems: Aftermarket supply chain SaaS for OEMs Blue Rabbit: Veterinary pharmacy platform Strata Health: SaaS patient flow system Previous boards include: Alimera Sciences (Public: ALIM), Cardlytics (Public: CDLX), Cityworks (sold to Trimble), Cushcraft (sold to Laird Technologies), Dealer Spike (Sold to True Wind Capital / TA Associates), Digicert (Sold to TA Associates), Liaison International (Sold to Warburg Pincus and later Meritage), National Electronic Attachment (sold to Accel-KKR), Research Now (sold to Court Square), TRG (sold to Pamlico), and Xpressdocs (sold to Reynolds and Reynolds).
2002
Managing Partner
2002
Invest in technology and healthcare companies.
1999 - 2002
Senior Associate
1999 - 2002
Sourced and executed investments in SmartMail (sold to DeutschePost) and ManagedStorage (sold to Incentra Solutions).
1996 - 1997
Associate
1996 - 1997
Middle market private equity firm
1994 - 1996
Financial Analyst
1994 - 1996
Analyst in the technology investment banking group
1992 - 1994
Financial Analyst
1992 - 1994
Middle market investment bank