Our Team For You
Sumit Aneja – Managing Partner
Sumit has an entrepreneurial mindset, having been the founder and CEO of a stealth mode, luxury shaving startup as well as strategic advisor to many high-growth early stage companies.
Sumit founded Pivoton Capital with a passion to help lower middle-market companies to unlock untapped value. Sumit has extensive M&A and financing advisory deal experience in the middle market, most recently being an investment banker with Houlihan Lokey covering the Business Services sector. Prior to Houlihan Lokey, Sumit spent two and a half years at Bank of America Merrill Lynch advising Financial Institutions and Technology Media & Telecom clients. He performed sell-side and buy-side M&A advisory, debt and equity financings, strategic alternative assessments, and valuations. Prior to attending Yale School of Management, he spent four years with the IMF doing macro financial research focusing on euro zone, US and U.K. He worked with Tata Consultancy Services (TCS) as a Systems Engineer, upon finishing his undergraduate studies in electrical engineering.
Sumit holds an MBA from Yale School of Management, MS in Financial Engineering from Claremont Colleges Consortium, and BE in Electrical Engineering from Punjab Engineering College.
Alex Dubin – Junior Partner
Alex worked as an investment associate at Cedar Lake Partners where he was actively involved in the entire investing life cycle – from sourcing to deal closing. Cedar Lake Partners ultimately acquired a vertical software company and Alex subsequently joined the acquired entity and worked in strategy and business development capacities. Alex has experience in performance improvement consulting at EY and principally focused on designing new tech-enabled customer channels and revenue and margin improvement strategies for Fortune 100 companies.
Alex completed a Masters in Healthcare Administration degree at Columbia University Mailman School of Public Health and specialized in healthcare finance and strategy. While at Columbia, Alex pursued his passion for entrepreneurship and was selected to enroll in an incubator program sponsored by Columbia Business School and the Center for Innovation & Entrepreneurship. He led a team focused on building a technology-enabled service to help providers save costs and better manage patients with heart failure. His team was selected as a program finalist. He also founded a group purchasing organization catering to Bodega owners.
Vicki Choi – Associate
Vicki worked as a Health & Benefits Consultant at Mercer for over three years in Hong Kong, where she delivered benefits and strategy consultancy to a portfolio of Fortune 500 companies. She started her career in the actuarial profession, where she was performing pension valuation at McGinn Actuaries (now Milliman) and financial forecast at WellPoint (now Anthem).
She is currently pursuing her Master of Advanced Management at Yale. She holds an MBA from Hong Kong University of Science and Technology (HKUST) and BS in Mathematics from UCLA. Outside of work, she had served as a board member at Asian Professional Exchange in California. She also took leading positions at HKUST MBA Entrepreneurship Club and HKxTech Startup Incubator in Hong Kong.
- Anacapa Partners
- Aspect Investors
- Brad Brown
- Jay Davis
- Endurance Search Partners
- Sumit Garg
- Operand Group
- Jason Pananos
- Relay Investments
- Peter Schober
- Search Fund Partners
- The Cambria Group
- Doug Tudor
- WSC & Company
Anacapa Partners’ strategic focus is to invest in operating companies that have been identified by principals operating within the fund business model. The firm takes a proactive role with search fund entrepreneurs in all phases of the investment process, including business screening, due diligence, negotiation of deal structure, operating oversight, and exploration of exit strategies.
Jeff Stevens – Managing Partner
Jeff Stevens has 20 years of experience structuring, operating and investing in search fund companies. Jeff has managed three funded searches during the period from 1990-2005, each one culminating in the acquisition of a lower middle market company. Prior to founding Anacapa Partners, Jeff was the CEO of three venture-backed buyouts – Balkin Cable Holdings (cable television system operator), Ancora Capital (mail presort), and Liberty Fitness (women's fitness centers).
Ashley Giesler – Managing Director
Ashley has over 15 years of experience advising, operating and investing in high growth venture and private equity backed companies. Serving in corporate development, finance and legal roles Ashley has supported companies through periods of rapid growth by creating and executing business and capital strategies, negotiating complex transactions, building management teams, and managing transformational events in a company’s lifecycle.
Greg Matthews – Principal
Greg has direct experience with the search fund model having previously managed a funded search where he was responsible for creating and executing the entire strategy of the fund including the search process and investment criteria. Greg has worked with growing companies across a variety of industries on business development and capital strategies and he has also served in operational and management positions within the financial services industry.
Grant Schafle – Principal
Grant has a passion for entrepreneurship, private equity investing and the search fund model. Prior to joining Anacapa Partners, Grant led and evaluated private equity deals with Fifth Partners, focusing on real estate and growth equity investment opportunities. Before joining Fifth Partners, Grant worked in investment banking at Goldman Sachs' West Region Advisory group.
Aspect Investors is an investment firm with a unique approach to investing in private companies. Aspect partners with leading entrepreneurial CEOs who seek to acquire and operate growing, profitable private companies with revenues of roughly $5 - 50 million. The firm has deep expertise in search funds and related acquisition vehicles and is led by Andy Love, a former search funder/CEO himself who co-founded and led one of the most successful search funds to date, VantageCap Partners/Behavioral Health Group, and who has personally invested in and advised dozens of search funds and their acquisitions.
Andy Love – Founder & Managing Partner
Andy Love is the Founder and Managing Partner of Aspect Investors. Prior to founding Aspect in 2012, he served as CEO and Co-Founder of Behavioral Health Group (BHG), a substance abuse treatment company that he formed in 2006 through his search fund, VantageCap Partners. Under his leadership, BHG was a three-time winner of the Inc. 500|5000 award (2010, 2011, 2012), where the company was ranked the 18th fastest growing private healthcare company in the U.S. (2010), and the Dallas 100 (2009, 2010, 2011) award. He led a successful exit of BHG in 2011 and stayed on as CEO through 2012. Since that time, he has partnered with several dozen searchers and many of their follow-on acquisitions. Earlier in his career, Andy was a founding team member of Broadband Venture Partners (BVP), a Dallas-based growth equity investment firm. Prior to BVP, Andy was an Associate Consultant with Bain & Company in Dallas. Andy 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.
Brad Buser – Partner
Brad Buser is a Partner at Aspect Investors. Prior to joining Aspect, he 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. Prior to 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.
B.A. Cullum – Vice President
B.A. Cullum is a Vice President at Aspect Investors. Prior to joining Aspect, 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. 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’ AT&T Stadium. B.A. holds an MBA from the Stanford Graduate School of Business. He also earned a Masters in City Planning (MCP) from MIT and a BA from Stanford University.
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. He has over a dozen years 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 growth equity community as an ongoing advisor to the management teams of five companies: Uncork, Blueteam, Afiniti, One Inc, and Skydeo.
He has professional expertise in digital marketing and sales, lead gen/customer acquisition/retention, Saas, cloud, and data.
He is 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 has been on the board of the Executive Council of New York and has worked with MassMoCA, leading several pro-bono engagements to help the museum.
He is also a member of the Board of Trustees at Connecticut College, since 2012.
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 MBA., with distinction, from the Wharton School.
Read more at: http://bradfordbrown.com/
Jay Davis is a co-founder of The Nashton Company. The Nashton Company is a holding company investing in recurring revenue services businesses. Nashton builds leading companies in niche markets over a very long period of time. Prior to co-founding the firm, Jay served as the CEO of Vector Disease Acquisition, a holding company that provides vector-borne disease prevention programs and lake management services. Under Jay’s leadership, the company made 14 acquisitions and grew at a CAGR of 43%. Vector Disease Acquisition was acquired by Rentokil Initial (FTSE: RTO) in November of 2017. Jay obtained a Master in Business Administration from Harvard Business School and graduated Phi Beta Kappa from Vanderbilt University with a degree in Economics. Jay and his wife Susan have three boys and live in Nashville, TN.
Endurance Search Partners invests their own time, business network and capital which has been harvested from their entrepreneurial activities to help Search Fund Entrepreneurs become successful. As entrepreneurs themselves, Endurance Search Partners are direct and their advice is always practical. They like to encourage Search Fund Entrepreneurs to be bold when they see opportunities and to push hard to quickly identify and manage risks.
Richard Augustyn – Managing Partner
Rich is an entrepreneur in the truest sense - he sees opportunities, builds businesses that fill needs, and creates lasting growth. In 1987, he founded NIP Group, a national leader in insurance brokering and risk management. He quickly saw a need to improve the HR model for small businesses, and founded Extensis Group. Since being in business for two decades, Extensis Group has become a national leader in HR solutions for small and mid-sized businesses. He is CEO of both companies. As an active search fund investor, he works closely with searchers at every stage to find, buy and build successful companies.
Lawrence J. Dunn III – Partner
Larry is a talented business leader with over 25 years’ experience. He has generated substantial value in high growth environments by delivering solutions in a wide array of areas, including organizational strategy, corporate development, financial reporting, cost reduction, cash flow and working capital management, and process improvement. In addition to his role at Endurance he is the CFO of NIP Group. Prior to joining NIP Group, he was Managing Director at Ally Financial and a Director of M&A and divisional CFO at AIG Group. He began his career at KPMG.Larry, similar to Rich, enjoys working closely with searchers at every stage supporting their goals to build a great company while becoming a highly successful CEO.
Sumit Garg is a technology investor/executive with 18 years of experience in the industry. He is passionate about helping high potential software companies achieve market growth, build operational scale and gather world class teams. He is currently on the board of Cleo (www.cleo.com) and GreyHeller (www.greyheller.com). Sumit's recent background includes President at Cleo Communications where he co-led a rapid transformation and 5x growth of the business in 5 years. His prior background includes executive leadership roles at SumTotal Systems; strategic finance including investment banking at GCA Savvian, and venture capital at Visa Ventures; and technical roles including Product Management and Software Engineering at Alvarion, Aperto Networks and Hughes Software Systems. Sumit holds an MBA from the University of California at Berkeley, and a Bachelor of Technology in computer science & engineering from IIT-BHU.
The Operand Group and its Partners are successful managers with deep operational experience. The firm has successfully partnered with many of the best and brightest entrepreneurs to find and acquire profitable lower middle-market businesses. In so doing, the Operand Group seek to create value for sellers in transition, aspiring managers, and its Partners and Co-Investors. The Operand Group supports entrepreneurship through acquisition with more than just capital – they bring their time and the collective wisdom of their partnership to improve outcomes for aspiring managers.
Michael Miles – Co-Founder and Partner
Michael is a veteran of 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 Workplace Answers. In 2014, Michael co-founded The Operand Group a fund that invests exclusively in search funds. 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). He is a member of the Economic Club of Chicago and earned a Bachelor of Science in Finance from Arizona State University.
Carlos Saez – Co-Founder and Managing Director
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. Carlos received his undergraduate degree in Civil Engineering from The Georgia Institute of Technology and his MBA from the University of Chicago Booth.
Jason Pananos is a co-founder of The Nashton Company. The Nashton Company is a holding company investing in recurring revenue services businesses. Nashton builds leading companies in niche markets over a very long period of time. Prior to co-founding the firm, Jason served as the President of Vector Disease Acquisition, a holding company that provides vector-borne disease prevention programs and lake management services. Under Jason's leadership, the company made 14 acquisitions and grew at a CAGR of 43%. Vector Disease Acquisition was acquired by Rentokil Initial (FTSE: RTO) in November of 2017. Jason obtained a Master in Business Administration degree from Harvard Business School and a BBA in finance from the University of Massachusetts Amherst. Jason and his wife Danielle have four children and live in Longmeadow, MA.
Relay Investments invests globally in the next generation of entrepreneurs through Search Funds. After graduating from business school in 1991, the co-founders Sandro and Martin joined up with two other individuals to form Sverica International, which was initially based on the search fund model. While building Sverica as a family of buyout funds, in 2001 Martin and Sandro began investing in search funds, initially for their own benefit and, starting in 2013, institutionally through Relay Investments. The firm funds acquisitions of healthy businesses operating in fragmented markets under stable regulatory and political regimes. To date, the firm has invested in 150 search funds in 16 countries on 5 continents. Relay ranks among the best in returns for their investors and entrepreneurs.
Sandro Mina – Co-Founder and Managing Director
Sandro attended Imperial College at the University of London and graduated with Bachelor of Science degrees in Computer Engineering (consecutively). Following that, Sandro joined the United Nations as an engineer in the Computing Centre and Storage Technology division. Sandro graduated from his MBA at Stanford Graduate School of Business at Stanford University in 1991.
Martin Steber – Co-Founder and Managing Director
Martin attended Imperial College at the University of London and graduated with Bachelor of Science degrees in Computer Engineering (consecutively). Following that, Martin joined Bain & Co. as a consultant in Munich. Martin graduated from his MBA at Stanford Graduate School of Business at Stanford University in 1991.
Alfonso Blohm – Senior Vice President
Alfonso supports searchers in business modelling, industry deep dive-analysis, and the overall due diligence process.Prior to joining Relay Investments, Alfonso was a management consultant at Bain & Co., where he worked for 5 years. Alfonso holds an MBA from MIT Sloan and a B.S. in Industrial Engineering from Lehigh University.
Nicolás Lulli – Vice President
Nicolás leads the firm’s due diligence efforts on Latin American and Iberian operating company investments, while assisting various RI-backed searchers all over the world in their industry analysis and search strategy. Nicolás holds a A.B. in Politics and a certificate in Finance from Princeton University.
Peter Schober has been in venture capital since the mid-1980s. He founded and runs Milk Street Ventures, a firm that specializes in secondary transactions involving the acquisition of stakes in venture-backed technology companies near liquidity events. Earlier in his career, Peter started and ran the international investment activity of Boston-based M/C Partners with an office in London. He helped develop business plans and recruited senior management teams for several sizeable telecommunications start-ups with recurring revenue models. Peter also co-founded MVP Ventures, investing in a wide range of sectors, including information technology, communications, hospitality, and industrial.
Throughout his career, Peter Schober has enjoyed working closely with entrepreneurs as they grow their businesses, frequently serving on their board of directors. Backing highly talented and ambitious search fund entrepreneurs is a natural extension of his interests and an important component of his personal investment activity. After growing up in Europe, Peter earned a bachelor’s degree in international economics from Georgetown University’s School of Foreign Service and an MBA from the Wharton School of Finance at University of Pennsylvania. As a Fellow at Penn’s Joseph H. Lauder Institute, he also received an MA in International Studies.
Search Fund Partners works primarily with Search Funds, partnering with entrepreneurs to find, acquire and build successful businesses. The firm’s team has over 40 years of management and investment experience in a wide spectrum of industries. Search Fund Partners have experience in every phase of business, including start-up management and venture capital fundraising, experience on both sides of corporate M&A, high level executive management, real estate syndication and small business management.
Dave Carver – Principal
David co-founded Search Fund Partners along with Rich. David spent thirty years as an executive in software, technology and related services, and has extensive experience in all phases of business, including M&A, fund-raising, strategy and operations. Dave has an MBA from Stanford Graduate School of Business and a B.S. in Mathematics from the University of Arkansas.
Rich Kelley – Principal
Rich co-founded Search Fund Partners in 2004. Rich has been involved in numerous small businesses and start-up companies as an operator, owner, and investor. His varied experience includes: CFO of Score Learning Centers, CEO of San Jose Giants, General Partner of the Stanford Terrace Inn, developer of houses and subdivisions, owner of office buildings and hotels, investor in successful tech start-ups (Coinstar, PLX Technology, Corcept Therapeutics). Rich has an MBA from Stanford and a BA from Stanford.
Jim joined Search Fund Partners in 2008 after running a company sourced through the search fund model. Jim and his partner found and acquired Celebrity Kids Portrait Studios, a leading provider of upscale children’s photography in 2005. Jim served as President and CFO of the company. Jim holds an MBA from the Stanford Graduate School of Business, where he was named a Siebel Scholar, and an A.B. in History from Harvard University.
Todd joined Search Fund Partners in 2016 after acquiring, running, and successfully exiting HemaSource, a company he sourced through the search fund model. HemaSource is a distributor of medical disposable products to the blood therapies markets and at the time of the sale it was one of the most successful ‘single searcher’ exits. Todd holds an MBA from the Kellogg School at Northwestern University.
The Cambria Group is a private equity firm which acquires and invests in small and mid-sized businesses across a wide range of industries and geographies. Cambria’s principals established the firm in 1996 to fill a void in the private equity markets — to pursue businesses which are fundamentally attractive, but which lack both the high growth characteristics sought by traditional venture capitalists and the scale required to interest most fund-based buyout firms. Driven by this strategy, Cambria seeks sound businesses with established operating histories, rather than startups and turnarounds. Since its founding, Cambria has invested in over 170 operating businesses, and over 110 search funds.
The firm’s principals distinguish themselves in two ways. First, each of the firm’s principals has both operating and financial experience, a combination which is employed in all stages of the private equity business — from evaluating opportunities to structuring transactions and helping to manage portfolio companies. Second, the principals provide the majority of the equity for each transaction personally. This approach allows the firm to make decisions quickly and without uncertainty as to their source of capital — and accommodates a long-term perspective with respect to building shareholder value and seeking liquidity.
Cambria focuses on quality businesses with revenues of under $50 million and valuations of under $25 million, investing across a wide range of industries, including the low-tech manufacturing, distribution and service sectors. Cambria considers a variety of transaction types as well, from outright acquisitions to growth equity financings.
Paul L. (“Lew”) Davies III – Managing Principal
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 multiple corporate boards, as well as serving as the Vice Chairman of the Board of Overseers of the Hoover Institution; previously, he served as a National Trustee of the Boys & Girls Clubs of America, a Trustee of the Monterey Bay Aquarium and a member of the Advisory Council of the Stanford University Graduate School of Business. 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.
René Lajous – Principal
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.
Chris Sekula – Principal
Chris Sekula is a Principal of The Cambria Group, dividing his time between the firm’s Dallas office and a satellite office in Lexington, Massachusetts. Mr. Sekula focuses his time on operating issues and serves on the boards of directors of several private companies in Cambria’s portfolio. Mr. Sekula was previously a Principal with The Lucas Group, a management consulting firm which demonstrated its commitment to value creation in working with client organizations by frequently linking its compensation to results generated by its engagements. In this capacity, he specialized in designing and implementing programs to enhance client companies’ operating performance and profitability and in conducting acquisition due diligence reviews. Mr. Sekula also served as a senior consultant for Bain & Company and as a Vice President of Enterprise Investors, LP, a leading private equity firm which managed over $340 million in capital for investment in Central Europe. Mr. Sekula earned a Masters degree in Environmental Engineering from Politechnika Warszawska in Poland and an MBA from Stanford University’s Graduate School of Business.
Natalie Davies – Senior Associate
Natalie Davies is a Senior Associate working in the firm’s Dallas, Texas office. She works on all aspects of the firm’s activities, focusing on search funds and the firm’s work with independent sponsors. Prior to joining Cambria, Ms. Davies worked for Accenture as a Senior Analyst involved with Business & Systems Integration. At Accenture, she managed the finances for a $24M software- as-a- service project, developed sales forecasts and managed a $50M sales pipeline for the firm, and advised clients on Big Data product growth opportunities. While getting her MBA, Ms. Davies also worked for Salt Creek Capital, a private equity firm focused on acquiring smaller operating businesses. Earlier Ms. Davies worked for three years as a Research Assistant for former Secretary of State, Dr. Condoleezza Rice. She focused her research on the potential for further democratic development in countries in Africa for Dr. Rice’s book Democracy: Stories from the Long Road to Freedom and assisted Dr. Rice with her two other books, Extraordinary, Ordinary People and No Higher Honor: A Memoir of My Years in Washington. Ms. Davies holds a Bachelor’s degree in Management Science & Engineering from Stanford University as well as an MBA with a Certificate in Public Management and Social Innovation from Stanford’s Graduate School of Business.
TTCER is an investment partnership that serves as a platform to help entrepreneurs build and grow enduring companies. We seek to drive superior long term capital appreciation and returns while at the same time helping the entrepreneurs we work with grow and develop as leaders.
Gerald Risk – Vice-Chairman and member of the Board of Directors of Asurion
Gerald is an entrepreneur, investor, and educator. He currently serves as Vice Chairman of Asurion, the world’s largest provider of technology protection services, serving more than 250 million consumers globally. During Gerald’s almost two decades at the company, revenue has grown from $15 million to $7 billion. As an investor, he has supported the entrepreneurial journey of a large number of leadership teams in the for profit and not for profit sectors. He currently serves on the Board of Directors of Carillon Assisted Living, Datacor, National Video Monitoring, Sunrun, and QMC Telecom. Gerald is also a Lecturer in Management at Stanford’s Graduate School of Business where he co-teaches the Entrepreneurship Through Acqusition class. Gerald began his professional career with Goldman, Sachs & Co. He holds an MBA from Stanford where he was an Arjay Miller Scholar and a Bachelor's Degree in Commerce from Queen’s University in Canada.
Sara Rosenthal – TTCER Principal
Sara joined TTCER as a Principal in 2017. Sara began her career in the fields of health policy research and healthcare management management consulting. After earning her master’s degree in business administration from the Stanford Graduate School of Business, Sara pursued her interest in sustainable building by joining an urban infill development firm, where she helped secure over $75 million in acquisition capital to purchase and renovate multifamily buildings along the West Coast. Sara then served as principal of a Napa-based design build firm focused on green building projects, working alongside the CEO and founder. In 2010, Sara returned to the Stanford Graduate School of Business where she worked with Stanford faculty and entrepreneurs to develop entrepreneurship case studies, which are taught at the Stanford GSB and top-tier business schools around the world.
Doug Tudor is Managing Partner of Ravenscourt Partners, a private investment firm focused on teaming with entrepreneurs to build leading middle market companies. During a twenty year operating career, Doug spent nine years in executive roles with Asurion and was President of Clear Creek Environmental, a search fund company. He serves on the boards of eCompliance (safety software), RIA in a Box (compliance software/services), Colovore (data center services), Grey Heller (security and modernization software), Education Services Group (customer success services) and Remarkable Health (EHR and billing software). He graduated from Brown University and Stanford Graduate School of Business.
WSC & Company is a private investment firm focused on acquiring businesses through the traditional search fund model. The Principals are experienced search fund investors and operators, private equity investors, and operating executives. A key principle of WSC & Company is alignment of all partners, operators, and investors.
Ed Weisiger, Jr – Chairman and Co-Founder
Ed serves on the board of WSC and is the head of the investment committee that approves each searcher and company investment. In addition to his role with WSC & Company, Ed has served as President and CEO of Carolina Tractor since 1991. Ed is involved in several business organizations such as: NC Trucking Association; Young Presidents’ Organization; Charlotte Chamber of Commerce; and Southeast Caterpillar Dealer Association. Ed holds a B.S. in Industrial Engineering from North Carolina State University at Raleigh and an MBA from Harvard Business School.
Badge Stone – Managing Partner and Co-Founder
Badge is involved in all aspects of the firm’s search fund activities, inclusive of the search, acquisition and operation phases. Prior to co-founding WSC, Badge served as President of Stone Pump & Trench, an infrastructure equipment rental business. Before Stone Pump & Trench, Badge co-founded HeelHorn Partners, a search fund, and worked for VF Imagewear, a Nashville-based division of VF Corporation (NYSE: VFC). Badge holds a Business Administration degree with Distinction from the University of North Carolina at Chapel Hill, where he was a Morehead Scholar, and an MBA from Harvard Business School.
Macon Carroll – Partner
Macon is involved in all aspects of the firm’s search fund activities, inclusive of the search, acquisition and operation phases. Prior to joining WSC & Company, Macon served as VP of Operations at Griffin Brothers Companies, a diversified family of companies with operations throughout the Carolinas. Prior to Griffin Brothers Companies, Macon worked as an investment banking analyst for Bank of America Merrill Lynch in the Financial Institutions Group. Macon holds a B.A. in Global Studies with a concentration in economics from the University of North Carolina at Chapel Hill, and an MBA from UNC’s Kenan-Flagler Business School.