Invests in
Locations:
Min Investment:
$5,000.00Max Investment:
$50,000.00Target Investment:
$25,000.00
Skills
Education
Lists including Carlos
Investments
Work Experience
Managing Partner
2007
+ Direct PE fund management, communications, deal sourcing, structuring and negotiation, investment committee, Board representation, and high IRR value-driven exit strategies. + Optimize capital resources, work with C-level management, proactively manage 17 portfolio investments in SaaS technology, blockchain, manufacturing, healthcare, financials, & real estate. Corporate Governance: SENSORY ANALYTICS, LLC – Board of Directors – Precision measurement ENVICOR, INC. – Board of Directors – Custom engineered molding AMULET PHARMACEUTICALS, INC. - Board Chair - Biotech KORNERSTONE, LLC – Board of Directors – QSR hospitality IDEA FUND I, L.P. - Advisory Board – Venture fund BASHO TECHNOLOGIES, Inc. – Board of Directors – SaaS big data
General Partner
2005
Growth Ventures | Strategy | Value Acceleration | Angel Investments.
2022
Member/Angel Investor
2022
Boston Harbor Angels is a group of experienced professionals investing in high-growth, early-stage companies.
Angel Investor
2005
2007 - 2024
Member Board of Directors
2007 - 2024
SpecMetrix® systems by Sensory Analytics deliver a transformative technology for the in-process measurement of coating thickness and film layer measurement with nanometric precision.
2001 - 2005
Principal – C-Level Retained Executive Search
2001 - 2005
• Top revenue producer; doubled new business; produced 70% of 2003 total revenues. • Implemented rigorous methodology for operational turnaround of search process. • Executed C-level searches, built teams in private equity, investment banking, wealth management.
1991 - 2001
Managing Partner – Corporate Finance & Growth Strategy Consulting
1991 - 2001
• Completed $50 million private equity and debt placement for Cable TV company. • Executed $25MM private equity acquisition of global bicycle accessories company.
1994 - 1998
Senior Engagement Manager – Strategy & Operations Management Consulting
1994 - 1998
• Reduced Product Supply costs by $600MM for Campbell Soup and subsidiaries; • Saved $80MM by re-tooling global bottling operations for PepsiCo; • Implemented $700 MM in supply chain cost reductions for IBM (Fishkill).
1987 - 1991
Principal ~ Private Equity – Rock Capital Partners, LP
1987 - 1991
• Completed $30MM private equity investment in national hospital chain – 3x return. • Launched L.P. investment in $300MM Europe-based private equity fund. • Managed strategic turnaround for exit from $200MM revenue printing company.
Senior Associate
1985 - 1987
• Corporate Finance Associate – Issued over $3 billion in debt/equity securities. • Completed MBA Bank Credit Training Program.