Expert in developing and launching investment funds, raising the capital from scratch and managing many of the internal and external functions of the firm. Funds directly sourced (no placement agent) and secured from some of the most coveted universities and other endowments and foundations in the industry, along with other institutional, high net worth individuals and family offices.
Firm makes control-oriented equity investments in small private companies throughout the US, with 2 institutional funds and aggregate commitments of over $400 million, which invested in a broad range of companies, with an emphasis on consumer and retail, niche manufacturing and services.
Initially hired to explore and conceive of a fund strategy to leverage the firm’s successful investment and operational history and led the organizational and fundraising efforts for the firm. Leader of a team of three (3) professionals responsibilities consisted of fund development, management, fund raising, investor relations and administration.
Member of Investment Committee for 22 portfolio investments across both funds. Specific participation in the following companies;
Brewery restaurant group: grew from 17 to 37 stores, and increased ebitda from $10 million to $17 million over holding period; generated 2.4x multiple on $31 million invested.
Specialty store chain selling value priced jewelry, apparel and accessories: grew from 7 stores to 370 with sales at it’s height of $520 million, generated 30X multiple on $8 million invested.
If you would like to speak with this amazing leader in the PE Space, Please feel free to reach out to me at email@example.com