Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$1,000,000.00Target Investment:
$500,000.00
Skills
Education
- TC
- CR
Lists including Jack
Investments
Work Experience
2019
Co-Founder and Managing Partner
2019
Trestle Partners is a private investment fund investing solely in pre-Series A and Series A SaaS businesses.
2022
Observer - Board of Directors
2022
MentorCloud is a cloud-based mentoring platform for enterprises to accelerate digital transformation, employee engagement and retention.
2022
Observer - Board of Directors
2022
Cargobase is a leading global TMS that is quick to implement, scalable, affordable and used by companies ranging from Fortune500 to larger SMEs. The cloud-based TMS system makes freight management more efficient and easier to control.
2021
Observer - Board of Directors
2021
Plytix is the all-in-one Product Information Management platform for Omnichannel Marketing. It combines PIM with Digital Asset Management, Product Data Syndication, Catalog Creation Software and Analytics.
2021
Observer - Board of Directors
2021
Marsello combines data-driven automation, email, SMS, and loyalty programs to generate highly targeted marketing for small to medium-sized retailers.
2018 - 2021
Advisor
2018 - 2021
StreetLinx is a marketplace for the exchange of organizational data with trusted third parties. The firm standardizes internal directories and provides entitlement controls for sharing bilaterally between counterparties. On August 2, 2021, Symphony, a secure and compliant markets’ infrastructure and technology platform, acquired StreetLinx.
2017 - 2019
Co-Founder and Co-Managing Partner
2017 - 2019
2015 - 2017
Managing Director
2015 - 2017
2012 - 2016
Co-Founder
2012 - 2016
A2 Access was acquired by Dealogic, a Carlyle portfolio company, on July 31st, 2015. A2 Access is the only source for aggregated sell-side corporate access events which you can filter based on specific ticker interest lists, geographies, event types and more. Never miss another corporate access opportunity. Further, the A2 Access system is vertically integrated with a full broker tracking system / broker vote that ties into the firm's proprietary front end data. A2's client's include some of the most notable hedge funds and mutual funds in the world.
2010 - 2012
Institutional Equity Sales
2010 - 2012
Dahlman Rose & Co., LLC was acquired by Cowen Group, Inc. (Nasdaq: COWN) on March 11, 2013. Prior to its acquisition, Dahlman Rose was a research-driven investment bank focused on energy, transportation, infrastructure and other industries that compose the global supply chain. For more information regarding Cowen, please visit www.cowen.com.