OUR TEAM

Ross Ricelli

Founder & Managing Partner

 
Ross Photo 9.14.2016.JPG

Ross is Founder and Managing Partner of Crescent Way Capital Partners ("CWCP").  He is responsible for CWCP's investment decisions and will manage the day-to-day activities of the acquired company.

Prior to founding CWCP, Ross worked at BASF, the worlds largest chemical company. While serving as Global Planner there, he was responsible for the managing the international production and distribution strategy of a $100MM product line.  He was also critical in managing the company's divestiture and sale of its Polyamide division.  

Ross began his career at Dow Corning, where he worked for five years in various supply chain, project management, and people management roles. He led the operational turnaround of the Phenyl division by deploying a supply chain optimization strategy and training lean manufacturing concepts to union operators. 

Ross has an MBA from The University of Michigan’s Ross School of Business and a B.S. in Applied Engineering Sciences from Michigan State University. Ross is a Certified Supply Chain Professional (CSCP & CPIM) through APICS and has a green belt in Six Sigma methodology.


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Anacapa Partners

JT Fitzgerald is founder and Managing Partner of Argo Management Partners and in that capacity, Mr. Fitzgerald has had extensive transactional and operating experience in Argo’s portfolio companies. Mr. Fitzgerald is Chairman of Hunter MFG, LLP, and serves on the board of directors of Oak Patch Gifts , Progressive Bronze Products, Atlas Financial Holdings Inc. (NASDAQ: AFH), and 1347 Capital Corp (NASDAQ: TFSC). Prior to Argo Management Partners, Mr. Fitzgerald was co-founder and managing director of Adirondack Capital, LLC, a financial futures and derivatives trading firm. He was formerly a member and Full seat owner on the Chicago Board of Trade. JT has been invited to speak on multiple occasions at the Kellogg School of Management on the topic of Search Funds and acquiring and operating middle-market businesses. He is a member of the Young Presidents Organization, Turnaround Management Association, the Association for Corporate Growth, and The National Association of Corporate Directors. In his free time, J.T. enjoys skiing, cycling, competing in triathlons, and fly-fishing. Mr. Fitzgerald is an MBA graduate of the Kellogg School of Management, Northwestern University with concentrations in Finance, Accounting, and Management Strategy. He holds a BS, finance, from DePaul University with highest honor, Beta Gamma Sigma.

JT Fitzgerald is founder and Managing Partner of Argo Management Partners and in that capacity, Mr. Fitzgerald has had extensive transactional and operating experience in Argo’s portfolio companies. Mr. Fitzgerald is Chairman of Hunter MFG, LLP, and serves on the board of directors of Oak Patch Gifts , Progressive Bronze Products, Atlas Financial Holdings Inc. (NASDAQ: AFH), and 1347 Capital Corp (NASDAQ: TFSC). Prior to Argo Management Partners, Mr. Fitzgerald was co-founder and managing director of Adirondack Capital, LLC, a financial futures and derivatives trading firm. He was formerly a member and Full seat owner on the Chicago Board of Trade. JT has been invited to speak on multiple occasions at the Kellogg School of Management on the topic of Search Funds and acquiring and operating middle-market businesses. He is a member of the Young Presidents Organization, Turnaround Management Association, the Association for Corporate Growth, and The National Association of Corporate Directors. In his free time, J.T. enjoys skiing, cycling, competing in triathlons, and fly-fishing. Mr. Fitzgerald is an MBA graduate of the Kellogg School of Management, Northwestern University with concentrations in Finance, Accounting, and Management Strategy. He holds a BS, finance, from DePaul University with highest honor, Beta Gamma Sigma.

J.T. Fitzgerald

Sam Duprey is a Principal at Argo Management Group. Sam brings many years of experience across all facets of a transaction and management of a company from sourcing investment opportunities through working collaboratively with management teams and board members post-transaction to build and grow businesses. Prior to joining Argo, Sam worked at Deloitte Consulting helping managment teams achieve their goals, and at Growth Equity Capital Partners in deal sourcing and investment evaluation. Sam was also previously the Controller of a consumer products company. Mr. Duprey is an MBA Graduate of the University of Chicago Booth School of Business and holds a BA from Yale University.

Sam Duprey is a Principal at Argo Management Group. Sam brings many years of experience across all facets of a transaction and management of a company from sourcing investment opportunities through working collaboratively with management teams and board members post-transaction to build and grow businesses. Prior to joining Argo, Sam worked at Deloitte Consulting helping managment teams achieve their goals, and at Growth Equity Capital Partners in deal sourcing and investment evaluation. Sam was also previously the Controller of a consumer products company. ​ Mr. Duprey is an MBA Graduate of the University of Chicago Booth School of Business and holds a BA from Yale University.

Sam Duprey



Aspect Investors

 

Brad Brown is the managing director of Bradford Brown Capital Partners, a private investment partnership that focuses on search funds and profitable small-cap companies. Prior to that, he was a Senior Partner at McKinsey & Company, the world’s leading consultancy, where he led several practices over time in the areas of Digital, Big Data Analytics, and FinTech. He has over a dozen years of experience in small cap growth investing and has acquired over 30 operating companies across many different industries. He focuses his board work on tech-enabled companies, and is on the board of five companies: Blue Sky Network, ISI Telemanagement, Attainia, CloudX, and D2C Brands. Brad brings a unique mix of advisory expertise with growth capital. He works closely with op-co CEOs as an Active Board Member. In addition, Brad is involved in the tech startup community as an ongoing advisor to the management teams of five companies: Uncork, Blueteam Global, Afiniti, One Inc, and Skydeo. He has professional expertise in business services, B2B sales, eCommerce, Saas, cloud, and data. He is also a Senior Partner Emeritus of McKinsey & Company, the world's leading consultancy. For eighteen years, he was a senior member of the Digital Technology practice, and recently the global leader of the Big Data practice. He worked with clients to implement strategies around digital, automation, analytics, cloud, and agile. He was central to the build-out of the McKinsey Analytics Nerve platform, Data Cloud, and analytics tools. He also worked in Fintech and InsurTech. For seven years, he led the Global Insurance Technology practice, and is well know in the industry. Prior to joining McKinsey, Brad was a partner in the Stenbeck Group of companies, where he was a member of the board of several companies and a working member of the top 30 executives worldwide. Prior to that, he was the Managing Director of Arthur D. Little’s North American information technology practice, with management and P&L responsibility for the United States. He is also a member of the Board of Trustees at Connecticut College, since 2012, where he chairs the Committee on Trustees, and the Advancement Committee. Brad is a graduate of Dartmouth College, receiving his bachelor of arts degree, cum laude. He received an M.S.E.E. in Computer Sciences from the University of Pennsylvania, and an M.B.A., with distinction, from the Wharton School.

Brad Brown is the managing director of Bradford Brown Capital Partners, a private investment partnership that focuses on search funds and profitable small-cap companies. Prior to that, he was a Senior Partner at McKinsey & Company, the world’s leading consultancy, where he led several practices over time in the areas of Digital, Big Data Analytics, and FinTech. He has over a dozen years of experience in small cap growth investing and has acquired over 30 operating companies across many different industries. He focuses his board work on tech-enabled companies, and is on the board of five companies: Blue Sky Network, ISI Telemanagement, Attainia, CloudX, and D2C Brands. Brad brings a unique mix of advisory expertise with growth capital. He works closely with op-co CEOs as an Active Board Member. In addition, Brad is involved in the tech startup community as an ongoing advisor to the management teams of five companies: Uncork, Blueteam Global, Afiniti, One Inc, and Skydeo. He has professional expertise in business services, B2B sales, eCommerce, Saas, cloud, and data. He is also a Senior Partner Emeritus of McKinsey & Company, the world's leading consultancy. For eighteen years, he was a senior member of the Digital Technology practice, and recently the global leader of the Big Data practice. He worked with clients to implement strategies around digital, automation, analytics, cloud, and agile. He was central to the build-out of the McKinsey Analytics Nerve platform, Data Cloud, and analytics tools. He also worked in Fintech and InsurTech. For seven years, he led the Global Insurance Technology practice, and is well know in the industry. Prior to joining McKinsey, Brad was a partner in the Stenbeck Group of companies, where he was a member of the board of several companies and a working member of the top 30 executives worldwide. Prior to that, he was the Managing Director of Arthur D. Little’s North American information technology practice, with management and P&L responsibility for the United States. He is also a member of the Board of Trustees at Connecticut College, since 2012, where he chairs the Committee on Trustees, and the Advancement Committee. Brad is a graduate of Dartmouth College, receiving his bachelor of arts degree, cum laude. He received an M.S.E.E. in Computer Sciences from the University of Pennsylvania, and an M.B.A., with distinction, from the Wharton School.

Brad Brown



The Cambria Group

Mr. Augustyn is a successful entrepreneur and accomplished investor for more than 25 years. He is the Founder and CEO of Endurance Search Partners, a leading national provider of risk management and insurance brokerage services, and Extensis Group, one of the nation’s largest Human Resource solutions and outsourcing services. His direct private investing through Endurance Search Partners focuses on supporting talented entrepreneurs who are strong leaders and creative thinkers thereby helping them achieve exceptional results. Endurance Search Partners is the primary center for Mr. Augustyn’s long term principal investing and is comprised of a portfolio of more than 40 companies focused on Business and Financial Services markets in North America. Mr. Augustyn currently serves on the Board of five high-growth companies. His early business success landed him a spot among the Forty Under 40, a program that honors young men and women who have made outstanding contributions to their fields.

Mr. Augustyn is a successful entrepreneur and accomplished investor for more than 25 years. He is the Founder and CEO of Endurance Search Partners, a leading national provider of risk management and insurance brokerage services, and Extensis Group, one of the nation’s largest Human Resource solutions and outsourcing services. His direct private investing through Endurance Search Partners focuses on supporting talented entrepreneurs who are strong leaders and creative thinkers thereby helping them achieve exceptional results. Endurance Search Partners is the primary center for Mr. Augustyn’s long term principal investing and is comprised of a portfolio of more than 40 companies focused on Business and Financial Services markets in North America. Mr. Augustyn currently serves on the Board of five high-growth companies. His early business success landed him a spot among the Forty Under 40, a program that honors young men and women who have made outstanding contributions to their fields.

Richard Augustyn

Mr. Dunn is CFO of Endurance Search Partners and a member of its management committee. Mr. Dunn’s business career spans over 25 years in the insurance and financial services industries. Prior to joining Endurance Search Partners he was Managing Director and Chief Operational Risk Officer for a major subsidiary of GMAC Financial Service (GMAC) a global financial services company, a senior financial executive at American International Group, Inc. (NYSE: AIG) and Treasurer of C.V. Starr & Co., Inc., one of the world’s largest Managing General Agents (MGAs). He began his career in public accounting as a member of the insurance practices first at KPMG and later at Deloitte &Touche. He also served as President of the Society of Insurance Financial Management. Mr. Dunn graduated from Pace University with a B.B.A. in Accounting with highest honors and is a Certified Public Accountant (CPA).

Mr. Dunn is CFO of Endurance Search Partners and a member of its management committee. Mr. Dunn’s business career spans over 25 years in the insurance and financial services industries. Prior to joining Endurance Search Partners he was Managing Director and Chief Operational Risk Officer for a major subsidiary of GMAC Financial Service (GMAC) a global financial services company, a senior financial executive at American International Group, Inc. (NYSE: AIG) and Treasurer of C.V. Starr & Co., Inc., one of the world’s largest Managing General Agents (MGAs). He began his career in public accounting as a member of the insurance practices first at KPMG and later at Deloitte &Touche. He also served as President of the Society of Insurance Financial Management. Mr. Dunn graduated from Pace University with a B.B.A. in Accounting with highest honors and is a Certified Public Accountant (CPA).

Lawrence Dunn



Futaleufu Partners

 

Jay Davis is currently the Chief Executive Officer of Vector Disease Acquisition, LLC (VDA). With his business partner Jason Pananos, Davis has built a recurring revenue services company through organic growth and acquisition. As the CEO, Davis has been responsible for the overall management and strategy of the company, including developing a sales force, integrating multiple acquisitions, and improving the financial management of the company. During Davis’ tenure as CEO, VDA has experienced 35% annual growth in revenue. Prior to VDA, Davis founded and managed Nashton Partners, an investment firm focused on acquiring and operating a business in the lower middle market. Before founding Nashton Partners, Davis worked as a consultant for Stockamp and Associates, where he consulted large academic medical centers on their revenue cycle. Davis has a Masters in Business Administration from Harvard Business School and a bachelors degree in Economics from Vanderbilt University, where he graduated Summa Cum Laude and Phi Beta Kappa.

Jay Davis is currently the Chief Executive Officer of Vector Disease Acquisition, LLC (VDA). With his business partner Jason Pananos, Davis has built a recurring revenue services company through organic growth and acquisition. As the CEO, Davis has been responsible for the overall management and strategy of the company, including developing a sales force, integrating multiple acquisitions, and improving the financial management of the company. During Davis’ tenure as CEO, VDA has experienced 35% annual growth in revenue. Prior to VDA, Davis founded and managed Nashton Partners, an investment firm focused on acquiring and operating a business in the lower middle market. Before founding Nashton Partners, Davis worked as a consultant for Stockamp and Associates, where he consulted large academic medical centers on their revenue cycle. Davis has a Masters in Business Administration from Harvard Business School and a bachelors degree in Economics from Vanderbilt University, where he graduated Summa Cum Laude and Phi Beta Kappa.

Jay Davis


Jason Pananos

Michael Miles is a veteran of 18 search fund investments since 2009. He has served as a board member and trusted advisor for many search fund-backed enterprises, including successful outcomes with Innflux and Midwest Supplies. Michael also has 25+ years of experience building, growing and operating recruiting businesses. In 1988, Michael founded SeatonCorp, a leading provider of recruiting, vendor-on-premise staffing and end-to-end supplier management solutions for strategic users of contingent labor. In 2014, Michael and his investor group sold SeatonCorp to True Blue (NYSE: TBI). Under Michael’s leadership, SeatonCorp grew from a staff of two to one of Crain’s “Largest Privately Held Companies” in Chicago, with more than 2,500 employees. SeatonCorp achieved consistent, organic growth resulting in a 20%+ compounded annual growth rate over a 25-year period, earning more than $700 million in revenue during 2014. Michael has been recognized with several awards including: the Staffing Industry Analysts’ Peter Yessne Workforce Innovator Award, a finalist in the Ernst & Young Entrepreneur Of The Year® program, and is listed on The Staffing 100 (the 100 most influential people in the staffing industry). In 2012, Michael founded INCubatoredu (non-for-profit), a national program teaching high school students how to start a business. In 2010, Michael then joined the private equity firm, Lake Capital, as an Operating Executive. Michael is a Board member at Workplace Answers, RIVS, Lund Van Dyke, Vokal, Olus Holdings, The Intersect Group, Insertech and Penn Foster. He is a member of the Economic Club of Chicago and earned a Bachelor of Science in Finance from Arizona State University.

Michael Miles is a veteran of 18 search fund investments since 2009. He has served as a board member and trusted advisor for many search fund-backed enterprises, including successful outcomes with Innflux and Midwest Supplies. Michael also has 25+ years of experience building, growing and operating recruiting businesses. In 1988, Michael founded SeatonCorp, a leading provider of recruiting, vendor-on-premise staffing and end-to-end supplier management solutions for strategic users of contingent labor. In 2014, Michael and his investor group sold SeatonCorp to True Blue (NYSE: TBI). Under Michael’s leadership, SeatonCorp grew from a staff of two to one of Crain’s “Largest Privately Held Companies” in Chicago, with more than 2,500 employees. SeatonCorp achieved consistent, organic growth resulting in a 20%+ compounded annual growth rate over a 25-year period, earning more than $700 million in revenue during 2014. Michael has been recognized with several awards including: the Staffing Industry Analysts’ Peter Yessne Workforce Innovator Award, a finalist in the Ernst & Young Entrepreneur Of The Year® program, and is listed on The Staffing 100 (the 100 most influential people in the staffing industry). In 2012, Michael founded INCubatoredu (non-for-profit), a national program teaching high school students how to start a business. In 2010, Michael then joined the private equity firm, Lake Capital, as an Operating Executive. Michael is a Board member at Workplace Answers, RIVS, Lund Van Dyke, Vokal, Olus Holdings, The Intersect Group, Insertech and Penn Foster. He is a member of the Economic Club of Chicago and earned a Bachelor of Science in Finance from Arizona State University.

Michael Miles

Carlos is Co-Founder and Managing Director of The Operand Group. Prior to his current role, Carlos had 16 years of proprietary investment and operations experience in the equity derivatives industry. Carlos was Chief Investment Officer for Spot Trading in Chicago from 2009-2015, managing all Trading, Equity Research, Financial Engineering and front-office software development activities. Carlos led and motivated an organization of 60 professionals in the process. Prior to this experience, Carlos executed various trading roles successfully, and in so doing gained valuable process, technology, and management skills that he is eager to share with young entrepreneurs. When not investing in searchers, Carlos is actively involved in the not-for-profit world, as a Director for the Barrington Area Community Foundation and a Founding Board Member of INCubatorEdu. Carlos received his undergraduate degree in Civil Engineering from The Georgia Institute of Technology and his MBA from the University of Chicago Booth.

Carlos is Co-Founder and Managing Director of The Operand Group. Prior to his current role, Carlos had 16 years of proprietary investment and operations experience in the equity derivatives industry. Carlos was Chief Investment Officer for Spot Trading in Chicago from 2009-2015, managing all Trading, Equity Research, Financial Engineering and front-office software development activities. Carlos led and motivated an organization of 60 professionals in the process. Prior to this experience, Carlos executed various trading roles successfully, and in so doing gained valuable process, technology, and management skills that he is eager to share with young entrepreneurs. When not investing in searchers, Carlos is actively involved in the not-for-profit world, as a Director for the Barrington Area Community Foundation and a Founding Board Member of INCubatorEdu. Carlos received his undergraduate degree in Civil Engineering from The Georgia Institute of Technology and his MBA from the University of Chicago Booth.

Carlos Saez



Pacific Lake Partners

Cregg is a Managing Director of Trilogy Search Partners. Previously, Cregg served as Executive Vice President - Finance, Strategy and Development for VoiceStream Wireless (now T-Mobile US). In addition, he served as SVP - for both VoiceStream Wireless and Western Wireless Corporation. Prior to his wireless career, Cregg worked at First Boston Corporation. Cregg received his BS and MBA degrees from Indiana University. He lives in Marin County, California and is a trustee of Marin Academy. Cregg is also a Partner of Trilogy Equity Partners and serves on the board of Asurion and ResponseLink and on the Advisory Board of HarvestWest Investments.

Cregg is a Managing Director of Trilogy Search Partners. Previously, Cregg served as Executive Vice President - Finance, Strategy and Development for VoiceStream Wireless (now T-Mobile US). In addition, he served as SVP - for both VoiceStream Wireless and Western Wireless Corporation. Prior to his wireless career, Cregg worked at First Boston Corporation. Cregg received his BS and MBA degrees from Indiana University. He lives in Marin County, California and is a trustee of Marin Academy. Cregg is also a Partner of Trilogy Equity Partners and serves on the board of Asurion and ResponseLink and on the Advisory Board of HarvestWest Investments.

Cregg Baumbaugh

Mitch is a Managing Director of Trilogy Search Partners. Mitch was a Managing Director of Hellman & Friedman from 1989 until 2008, where he sourced and oversaw portfolio investments, as well as lead the firm's fundraising and client relations. Mitch worked closely with other Trilogy partners while representing Hellman & Friedman on the boards of Western Wireless and VoiceStream. Prior to Hellman & Friedman, he was an Associate at Shearson Lehman Hutton. Recently, Mitch has been managing his family office, investing in a range of private companies. He graduated from the McIntire School of Commerce at the University of Virginia. Mitch lives in Marin County, California and serves on a number of for-profit and non-profit boards.

Scott is a Managing Director of Trilogy Search Partners. Most recently, he was on the investment team of Trilogy Equity Partners, where he is still a Partner. Previously, Scott spent 11 years at Western Wireless Corporation in various roles, including Chief Financial Officer of Western Wireless International which operated wireless networks in Europe, Africa, South America and the Caribbean. Scott graduated from Whitman College, where today he serves on the Board of Overseers, and he has an MBA from Harvard Business School.

Mitch is a Managing Director of Trilogy Search Partners. Mitch was a Managing Director of Hellman & Friedman from 1989 until 2008, where he sourced and oversaw portfolio investments, as well as lead the firm's fundraising and client relations. Mitch worked closely with other Trilogy partners while representing Hellman & Friedman on the boards of Western Wireless and VoiceStream. Prior to Hellman & Friedman, he was an Associate at Shearson Lehman Hutton. Recently, Mitch has been managing his family office, investing in a range of private companies. He graduated from the McIntire School of Commerce at the University of Virginia. Mitch lives in Marin County, California and serves on a number of for-profit and non-profit boards.

Mitch Cohen

Scott is a Managing Director of Trilogy Search Partners. Most recently, he was on the investment team of Trilogy Equity Partners, where he is still a Partner. Previously, Scott spent 11 years at Western Wireless Corporation in various roles, including Chief Financial Officer of Western Wireless International which operated wireless networks in Europe, Africa, South America and the Caribbean. Scott graduated from Whitman College, where today he serves on the Board of Overseers, and he has an MBA from Harvard Business School.

Scott Alderman

Ashley has over 15 years of experience advising, operating and investing in high growth venture and private equity backed companies. From 2002 to 2011, Ashley was a member of the senior team at Asurion Corporation, as the Company’s first in-house counsel and later head of Corporate Development. During this time, she led the execution of multiple transformative acquisitions, an equity recapitalization and multiple subsequent leveraged recapitalizations and advised on the Company’s international expansion in Asia, Europe and Latin America. More recently, Ashley was Vice President of Transactions and General Counsel at Sunrun, a residential solar company, where she led the project finance and legal teams through the raise of over $500 million in proceeds through equity, debt and project finance transactions and was instrumental in developing the strategy and establishing the infrastructure necessary to support the company’s rapid growth. Prior to her operational experience, Ashley was a corporate associate at Venture Law Group in Silicon Valley and Riordan &McKinzie in Los Angeles and served as a law clerk to the Honorable Emilio M. Garza on the Fifth Circuit Court of Appeals. Ashley graduated Phi Beta Kappa from UC, Santa Barbara and Order of the Coif from UCLA Law School.

Ashley has over 15 years of experience advising, operating and investing in high growth venture and private equity backed companies. From 2002 to 2011, Ashley was a member of the senior team at Asurion Corporation, as the Company’s first in-house counsel and later head of Corporate Development. During this time, she led the execution of multiple transformative acquisitions, an equity recapitalization and multiple subsequent leveraged recapitalizations and advised on the Company’s international expansion in Asia, Europe and Latin America. More recently, Ashley was Vice President of Transactions and General Counsel at Sunrun, a residential solar company, where she led the project finance and legal teams through the raise of over $500 million in proceeds through equity, debt and project finance transactions and was instrumental in developing the strategy and establishing the infrastructure necessary to support the company’s rapid growth. Prior to her operational experience, Ashley was a corporate associate at Venture Law Group in Silicon Valley and Riordan &McKinzie in Los Angeles and served as a law clerk to the Honorable Emilio M. Garza on the Fifth Circuit Court of Appeals. Ashley graduated Phi Beta Kappa from UC, Santa Barbara and Order of the Coif from UCLA Law School.

Ashley Giesler

Jeff has over 20 years of experience as an entrepreneur, operator and investor in the lower middle-market. Currently, Jeff serves as the Managing Partner of Anacapa Partners, a lower middle-market buyout firm focused on backing talented entrepreneurs through the search fund business model and actively participating in Anacapa's portfolio companies. Prior to founding Anacapa Partners, Jeff served as the CEO to three venture-backed buyouts - Balkin Cable Holdings (television system operator), Ancora (mail presort), and Liberty Fitness (women's fitness centers). Following these three buyouts, Jeff founded Deeelish! (manufacturer/retailer of ready-to-cook gourmet meals). Prior to beginning his entrepeneurial path, Jeff was an Associate Consultant at Bain & Company. Jeff received his Bachelor of Arts and MBA from Stanford University. Jeff is currently a member of the Board of Directors of Advanced Network Solutions, developerprogram.com, KGHP, Recruit Military, and Sage Data Security.

Jeff has over 20 years of experience as an entrepreneur, operator and investor in the lower middle-market. Currently, Jeff serves as the Managing Partner of Anacapa Partners, a lower middle-market buyout firm focused on backing talented entrepreneurs through the search fund business model and actively participating in Anacapa's portfolio companies. Prior to founding Anacapa Partners, Jeff served as the CEO to three venture-backed buyouts - Balkin Cable Holdings (television system operator), Ancora (mail presort), and Liberty Fitness (women's fitness centers). Following these three buyouts, Jeff founded Deeelish! (manufacturer/retailer of ready-to-cook gourmet meals). Prior to beginning his entrepeneurial path, Jeff was an Associate Consultant at Bain & Company. Jeff received his Bachelor of Arts and MBA from Stanford University. Jeff is currently a member of the Board of Directors of Advanced Network Solutions, developerprogram.com, KGHP, Recruit Military, and Sage Data Security.

Jeff Stevens



Argo Holdings

Mr. Love is the Founder and Managing Partner of Aspect Investors, LLC, a private investment firm focused on search funds. Prior to founding Aspect, Mr. Love served as Chief Executive Officer of Behavioral Health Group (“BHG”), a substance abuse services company that he co-founded in 2006 and sold to the Frontenac Company in 2011. Mr. Love formed BHG through a search fund that he co-founded, VantageCap Partners, in December 2003. Prior to founding BHG, Mr. Love was a founding team member of Broadband Venture Partners, a Dallas-based growth equity firm focused on the telecommunications and enterprise software industries. Earlier in his career, he was an Associate Consultant with Bain & Company. Mr. Love is a member of Young Presidents’ Organization (YPO), is Co-President of the DFW Chapter of the Stanford GSB Alumni Association, and is a Board Member of the University of Texas Silver Spurs Alumni Association. Mr. Love is also a recipient of the Ernst & Young Entrepreneur of the Year Award, Southwest Region (2011). Mr. Love holds a BA in Plan II Honors, magna cum laude, from The University of Texas at Austin, where he graduated with Phi Beta Kappa honors and departmental distinction. He also holds an MBA from the Stanford Graduate School of Business and an MA from the Stanford University Graduate School of Education.

Mr. Love is the Founder and Managing Partner of Aspect Investors, LLC, a private investment firm focused on search funds. Prior to founding Aspect, Mr. Love served as Chief Executive Officer of Behavioral Health Group (“BHG”), a substance abuse services company that he co-founded in 2006 and sold to the Frontenac Company in 2011. Mr. Love formed BHG through a search fund that he co-founded, VantageCap Partners, in December 2003. Prior to founding BHG, Mr. Love was a founding team member of Broadband Venture Partners, a Dallas-based growth equity firm focused on the telecommunications and enterprise software industries. Earlier in his career, he was an Associate Consultant with Bain & Company. Mr. Love is a member of Young Presidents’ Organization (YPO), is Co-President of the DFW Chapter of the Stanford GSB Alumni Association, and is a Board Member of the University of Texas Silver Spurs Alumni Association. Mr. Love is also a recipient of the Ernst & Young Entrepreneur of the Year Award, Southwest Region (2011). Mr. Love holds a BA in Plan II Honors, magna cum laude, from The University of Texas at Austin, where he graduated with Phi Beta Kappa honors and departmental distinction. He also holds an MBA from the Stanford Graduate School of Business and an MA from the Stanford University Graduate School of Education.

Andy Love

Brad has a decade of private equity investment experience and has spent much of that time in an operationally-focused manner across a wide variety of industries and situations. Over his investment career, Brad has led or been a key team member on more than 20 executed transactions with a combined enterprise value exceeding $1.5 billion. Prior to joining Aspect Investors, Brad was a Principal at Insight Equity, a Dallas area-based operationally intensive middle-market private equity firm with over $1 billion in capital under management. During his nearly 7 years at Insight, he helped to lead transaction sourcing and execution efforts and spent considerable time on Boards and on the ground advising and managing portfolio companies via Insight’s “hands-on” investment strategy. Before Insight, Brad was an investment professional at Wind Point Partners, a Chicago-based private equity firm where he helped to execute on Wind Point's strategy of backing strong and proven CEOs in acquiring established businesses. Earlier, Brad was an Associate at the Boston Consulting Group in Chicago. Brad holds an MBA from Harvard Business School. While at HBS, Brad was a Summer Associate with the private equity team of The Blackstone Group. Brad graduated summa cum laude from the University of Notre Dame where he received his BBA in Finance. Brad is a CFA Charterholder and CPA.

Brad has a decade of private equity investment experience and has spent much of that time in an operationally-focused manner across a wide variety of industries and situations. Over his investment career, Brad has led or been a key team member on more than 20 executed transactions with a combined enterprise value exceeding $1.5 billion. Prior to joining Aspect Investors, Brad was a Principal at Insight Equity, a Dallas area-based operationally intensive middle-market private equity firm with over $1 billion in capital under management. During his nearly 7 years at Insight, he helped to lead transaction sourcing and execution efforts and spent considerable time on Boards and on the ground advising and managing portfolio companies via Insight’s “hands-on” investment strategy. Before Insight, Brad was an investment professional at Wind Point Partners, a Chicago-based private equity firm where he helped to execute on Wind Point's strategy of backing strong and proven CEOs in acquiring established businesses. Earlier, Brad was an Associate at the Boston Consulting Group in Chicago. Brad holds an MBA from Harvard Business School. While at HBS, Brad was a Summer Associate with the private equity team of The Blackstone Group. Brad graduated summa cum laude from the University of Notre Dame where he received his BBA in Finance. Brad is a CFA Charterholder and CPA.

Brad Buser

B.A. has extensive experience with acquisitions, business development, and real estate development. Prior to joining the Aspect team, he was the Director of Acquisitions & Business Development at ClubCorp, the largest owner/operator of private golf clubs, country clubs and business clubs in North America. During his time at ClubCorp, B.A. played a key role in the company’s acquisition of over $390 million worth of golf and country club properties. B.A.’s proactive sourcing efforts across the U.S. served as a critical component of ClubCorp’s extensive deal pipeline and directly led to a number of successful off-market transactions. Previously, B.A. worked at JP DiNapoli Companies, a closely held real estate investment firm, and the Beck Group, a national construction and architecture company. Early in his career, B.A. was an analyst with the Dallas Cowboys, where he focused on development of the Cowboys’ new stadium and management of the Jones family’s commercial real estate development projects. B.A. earned an MBA from the Stanford Graduate School of Business. He also holds a Master in City Planning (MCP) from the Massachusetts Institute of Technology and a BA from Stanford University.

B.A. has extensive experience with acquisitions, business development, and real estate development. Prior to joining the Aspect team, he was the Director of Acquisitions & Business Development at ClubCorp, the largest owner/operator of private golf clubs, country clubs and business clubs in North America. During his time at ClubCorp, B.A. played a key role in the company’s acquisition of over $390 million worth of golf and country club properties. B.A.’s proactive sourcing efforts across the U.S. served as a critical component of ClubCorp’s extensive deal pipeline and directly led to a number of successful off-market transactions. Previously, B.A. worked at JP DiNapoli Companies, a closely held real estate investment firm, and the Beck Group, a national construction and architecture company. Early in his career, B.A. was an analyst with the Dallas Cowboys, where he focused on development of the Cowboys’ new stadium and management of the Jones family’s commercial real estate development projects. B.A. earned an MBA from the Stanford Graduate School of Business. He also holds a Master in City Planning (MCP) from the Massachusetts Institute of Technology and a BA from Stanford University.

B.A. Cullum



Bradford Brown Capital

Lew Davies founded The Cambria Group in 1996 and is its Managing Principal. He is an experienced private equity investor, having previously been a Principal in the leveraged buyout groups of both Brentwood Associates and The Fremont Group. He also served in both operating and finance roles with Bechtel Group and Chevron Corporation. Mr. Davies brings experience in all stages of the private equity process, identifying and sourcing opportunities, arranging financing for transactions, building management teams at both the functional and executive levels, assisting with portfolio company acquisition and divestiture programs, and exiting investments. He currently serves on seven corporate boards, as well as serving on the Board of Overseers of the Hoover Institution and the Advisory Council of the Stanford University Graduate School of Business; previously, he served as a National Trustee of the Boys & Girls Clubs of America and a Trustee of the Monterey Bay Aquarium. Lew holds a Bachelor's degree in Industrial Engineering, with distinction, from Stanford University. He also received an MBA from Stanford University's Graduate School of Business, where he was an Arjay Miller Scholar.

Lew Davies founded The Cambria Group in 1996 and is its Managing Principal. He is an experienced private equity investor, having previously been a Principal in the leveraged buyout groups of both Brentwood Associates and The Fremont Group. He also served in both operating and finance roles with Bechtel Group and Chevron Corporation. Mr. Davies brings experience in all stages of the private equity process, identifying and sourcing opportunities, arranging financing for transactions, building management teams at both the functional and executive levels, assisting with portfolio company acquisition and divestiture programs, and exiting investments. He currently serves on seven corporate boards, as well as serving on the Board of Overseers of the Hoover Institution and the Advisory Council of the Stanford University Graduate School of Business; previously, he served as a National Trustee of the Boys & Girls Clubs of America and a Trustee of the Monterey Bay Aquarium. Lew holds a Bachelor's degree in Industrial Engineering, with distinction, from Stanford University. He also received an MBA from Stanford University's Graduate School of Business, where he was an Arjay Miller Scholar.

Lew Davies

René Lajous is a Principal with The Cambria Group, working in the firm’s Dallas office. He participates in all aspects of Cambria’s activities, focusing equally on originating and evaluating investment opportunities, negotiating and arranging financing for transactions, and providing oversight for the firm’s portfolio companies. He serves on the boards of directors of several private companies in Cambria’s portfolio. Prior to joining Cambria, Mr. Lajous was a consultant at The Boston Consulting Group, working in Dallas, Texas and Buenos Aires, Argentina. At BCG, he advised clients in the transportation, energy and telecommunications industries on a variety of issues ranging from strategy and operations to merger and acquisition activity and due diligence. Earlier, Mr. Lajous focused on logistics and operations in the consumer packaged goods industries, working for Procter & Gamble in Canada and Mexico, as well as Pillsbury in Canada. Mr. Lajous earned a Bachelor of Applied Science in Industrial Engineering from the University of Toronto, earning the W.S. Wilson Medal for academic excellence. He subsequently received an MBA from the University of Pennsylvania’s Wharton School.

René Lajous is a Principal with The Cambria Group, working in the firm’s Dallas office. He participates in all aspects of Cambria’s activities, focusing equally on originating and evaluating investment opportunities, negotiating and arranging financing for transactions, and providing oversight for the firm’s portfolio companies. He serves on the boards of directors of several private companies in Cambria’s portfolio. Prior to joining Cambria, Mr. Lajous was a consultant at The Boston Consulting Group, working in Dallas, Texas and Buenos Aires, Argentina. At BCG, he advised clients in the transportation, energy and telecommunications industries on a variety of issues ranging from strategy and operations to merger and acquisition activity and due diligence. Earlier, Mr. Lajous focused on logistics and operations in the consumer packaged goods industries, working for Procter & Gamble in Canada and Mexico, as well as Pillsbury in Canada. Mr. Lajous earned a Bachelor of Applied Science in Industrial Engineering from the University of Toronto, earning the W.S. Wilson Medal for academic excellence. He subsequently received an MBA from the University of Pennsylvania’s Wharton School.

René Lajous



Endurance Search Partners

 

David is a member of the faculty at the Stanford Graduate School of Business where he teaches courses on entrepreneurship. Mr. Dodson formally served as the CEO or Chairman of six for-profit companies. As well, Mr. Dodson has served on the boards of 18 companies in which he was also a private investor. He is the founder and President of Project Healthy Children, a nongovernmental organization that works with governments and private industry to establish food fortification and supplementation programs to improve the health of women and children around the world. Project Healthy Children currently works in Burundi, Malawi, Rwanda, Nepal, and Liberia. He is currently on the New England board for the U.S. Fund for UNICEF and Project Healthy Children. Mr. Dodson holds a B.A. from Stanford University (Economics), and an M.B.A. from the Stanford University Graduate School of Business.

David is a member of the faculty at the Stanford Graduate School of Business where he teaches courses on entrepreneurship. Mr. Dodson formally served as the CEO or Chairman of six for-profit companies. As well, Mr. Dodson has served on the boards of 18 companies in which he was also a private investor. He is the founder and President of Project Healthy Children, a nongovernmental organization that works with governments and private industry to establish food fortification and supplementation programs to improve the health of women and children around the world. Project Healthy Children currently works in Burundi, Malawi, Rwanda, Nepal, and Liberia. He is currently on the New England board for the U.S. Fund for UNICEF and Project Healthy Children. Mr. Dodson holds a B.A. from Stanford University (Economics), and an M.B.A. from the Stanford University Graduate School of Business.

David Dodson

Susan is a principal at Futaleufu Partners, an investment fund formed by David Dodson to invest in search funds and search fund-acquired businesses. She works closely with search fund entrepreneurs during the diligence and acquisition phases of the search, and currently serves as a board observer for Datum Technologies. Prior to joining Futaleufu, she was a member of the investment team at Stanford Management Company, where she covered portfolio strategy as well as private equity investments. She started her career at JP Morgan in equity derivatives. Susan holds an MBA from the Stanford Graduate School of Business and a BA from Dartmouth College.

Susan is a principal at Futaleufu Partners, an investment fund formed by David Dodson to invest in search funds and search fund-acquired businesses. She works closely with search fund entrepreneurs during the diligence and acquisition phases of the search, and currently serves as a board observer for Datum Technologies. Prior to joining Futaleufu, she was a member of the investment team at Stanford Management Company, where she covered portfolio strategy as well as private equity investments. She started her career at JP Morgan in equity derivatives. Susan holds an MBA from the Stanford Graduate School of Business and a BA from Dartmouth College.

Susan Pohlymer


Jay Davis

 

Jason Pananos is currently the Chief Executive Officer of Vector Disease Acquisition, LLC, a Company that he and Jay Davis acquired through their private investment vehicle, Nashton Partners. Prior to VDA, Jason co-founded and managed Nashton Partners, an investment firm focused on acquiring and operating a business in the lower middle market. Before founding Nashton Partners, Jason previously worked as a Summer Associate with Citibank's Media and Telecom Investment Banking practice, and worked in Corporate Strategy and Development at United Technologies Corporation. Jason received his Bachelor's Degree in Finance from UMass Amherst, and an MBA from Harvard Business School.

Jason Pananos is currently the Chief Executive Officer of Vector Disease Acquisition, LLC, a Company that he and Jay Davis acquired through their private investment vehicle, Nashton Partners. Prior to VDA, Jason co-founded and managed Nashton Partners, an investment firm focused on acquiring and operating a business in the lower middle market. Before founding Nashton Partners, Jason previously worked as a Summer Associate with Citibank's Media and Telecom Investment Banking practice, and worked in Corporate Strategy and Development at United Technologies Corporation. Jason received his Bachelor's Degree in Finance from UMass Amherst, and an MBA from Harvard Business School.

Jason Pananos



The Operand Group

Jim is a Co-Founder and Managing Member of Pacific Lake Partners and a successful Search Fund entrepreneur. Once himself a beneficiary of the model, Jim launched the first Search Fund in 1984 under the mentorship of then Harvard Business School professor H. Irving Grousbeck. This fund resulted in the acquisition of Uniform Printing, a $43 million printer of specialty insurance documents. Jim served as the company’s CEO and Chairman for 10 years. Investor returns under Jim's tenure as CEO were in excess of 30x the acquisition capital. Jim has invested in over 75 Search Funds as an individual investor and with Pacific Lake. He currently serves on the Board of Directors of AlphaCredit, Raptor Technologies, FastSpring, Developerprogram.com, Little Sprouts, Vector Disease Control, Scottish American, Arizona College and Boca Executive Realty. He is often a guest speaker on the Search Fund model at Stanford's Graduate School of Business and Harvard Business School and is the subject of an HBS case on his first Search Fund acquisition. Jim holds an MBA from Harvard Business School, where he is an Entrepreneur-In-Residence, and resides in Wolfeboro, NH, and Boston, MA.

Jim is a Co-Founder and Managing Member of Pacific Lake Partners and a successful Search Fund entrepreneur. Once himself a beneficiary of the model, Jim launched the first Search Fund in 1984 under the mentorship of then Harvard Business School professor H. Irving Grousbeck. This fund resulted in the acquisition of Uniform Printing, a $43 million printer of specialty insurance documents. Jim served as the company’s CEO and Chairman for 10 years. Investor returns under Jim's tenure as CEO were in excess of 30x the acquisition capital. Jim has invested in over 75 Search Funds as an individual investor and with Pacific Lake. He currently serves on the Board of Directors of AlphaCredit, Raptor Technologies, FastSpring, Developerprogram.com, Little Sprouts, Vector Disease Control, Scottish American, Arizona College and Boca Executive Realty. He is often a guest speaker on the Search Fund model at Stanford's Graduate School of Business and Harvard Business School and is the subject of an HBS case on his first Search Fund acquisition. Jim holds an MBA from Harvard Business School, where he is an Entrepreneur-In-Residence, and resides in Wolfeboro, NH, and Boston, MA.

Jim Southern

Coley is a Co-Founder and Managing Member of Pacific Lake Partners. Since co-founding the firm with Jim Southern in 2009, Coley has worked with over 50 Search Funds. He currently serves as a Director at Inspired eLearning, Aquavita, dESCO, and Data Fusion Technologies and as a Board Visitor at AlphaCredit, Raptor Technologies, Scottish American, Arizona College, and Vector Disease Control International. Prior to forming Pacific Lake, Coley worked at Tech For Less, a Colorado Springs-based distributor of new and refurbished consumer and enterprise electronics owned by two successful Search Fund entrepreneurs. Coley was also an Associate at Golden Gate Capital, a private equity firm based in San Francisco, after beginning his career at The Parthenon Group, an international strategic consulting firm. Coley graduated from Dartmouth College with a degree in history in 2003 and earned his MBA at Stanford’s Graduate School of Business in 2009. Coley, his wife Alisa, and their four children reside outside Boston, MA.

Coley is a Co-Founder and Managing Member of Pacific Lake Partners. Since co-founding the firm with Jim Southern in 2009, Coley has worked with over 50 Search Funds. He currently serves as a Director at Inspired eLearning, Aquavita, dESCO, and Data Fusion Technologies and as a Board Visitor at AlphaCredit, Raptor Technologies, Scottish American, Arizona College, and Vector Disease Control International. Prior to forming Pacific Lake, Coley worked at Tech For Less, a Colorado Springs-based distributor of new and refurbished consumer and enterprise electronics owned by two successful Search Fund entrepreneurs. Coley was also an Associate at Golden Gate Capital, a private equity firm based in San Francisco, after beginning his career at The Parthenon Group, an international strategic consulting firm. Coley graduated from Dartmouth College with a degree in history in 2003 and earned his MBA at Stanford’s Graduate School of Business in 2009. Coley, his wife Alisa, and their four children reside outside Boston, MA.

Coley Andrews

Keith Gross is a Director at Pacific Lake Partners. Prior to joining the firm in 2015, Keith was an Associate at Hellman & Friedman. He began his career in the Investment Banking Division at Goldman Sachs, where he worked on M&A and capital markets transactions. Keith graduated as valedictorian from Hamilton College with a degree in mathematics and economics and earned his MBA from Stanford’s Graduate School of Business.

Keith Gross is a Director at Pacific Lake Partners. Prior to joining the firm in 2015, Keith was an Associate at Hellman & Friedman. He began his career in the Investment Banking Division at Goldman Sachs, where he worked on M&A and capital markets transactions. Keith graduated as valedictorian from Hamilton College with a degree in mathematics and economics and earned his MBA from Stanford’s Graduate School of Business.

Keith Gross


Trilogy Search Partners