Our Investors

The investor group brings significant experience, resources, and networks.  From this group, High Park Capital has the objective of forming a high-quality Board of Directors for the appropriate company:


                     Institutional Investors                              

Anacapa Partners                   Kinderhook Partners

     Jeff Stevens                              Stephen Clearman

                                                         Tushar Shaw                                                                

Pacific Lake Partners             RHV Capital

   Jim Southern                             Paul Rogers

   Coley Andrews                         Glenn Healey


Terrma Capital 

    

                                 

    

 

                    Selected Individual Investors

        Scott Asen                                Thomas Cassutt   

        William Egan                           James Ellis            

        Peter Francis                           Josh Harlan                    

        Captain Sidney J. Hynes       Peter B. Kelly                    

        David Lazier                             Sandro Mina   

        Alina Osorio                             Gerald Risk   

        Martin S. Steber                      Kevin Taweel          

        Richard Venn                           Steven Wheelwright                                            

                                                       

                

              

 

Anacapa Partners

Anacapa Partners is an investment firm with the strategic focus to invest in operating companies that have been identified by principals operating within the search fund business model.

Jeff Stevens

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). Following these three buyouts, Jeff founded Deeelish! (manufacturer/retailer of ready-to-cook gourmet meals). In each of Jeff's four ventures he has maintained responsibility for all aspects of sourcing acquisition/start-up opportunities, including identifying potential targets, industry analysis, company specific due diligence, and fundraising (debt and equity) to complete the transaction. Following the completion of each acquisition Jeff became the senior executive of the acquired company with direct reporting responsibility to a shareholder group and Board of Directors. Prior to beginning his entrepreneurial path Jeff was an Associate Consultant at Bain & Company. Jeff received his Bachelor of Arts and MBA from Stanford University, and remains actively involved in the Stanford community.

Scott Asen

Mr. Asen graduated from Harvard College in 1966. He spent many years in the venture capital industry, successfully managing a family of funds for a wealthy New York investor. He is currently investing solely for his personal account, managing a portfolio of public and private equity investments. He sits on several corporate boards as well as several not-for-profit boards.

Thomas Cassutt

Mr. Cassutt is Managing Partner of TD Investment Company, which has made investments in more than 50 private companies, and is CFO of American Security Products, a leading manufacturer of high-security safes. From 1984 to 2011, Mr. Cassutt was Co-President of Nelson Nameplate Company, a rapid prototyping and engineering support company based in Los Angeles, California. Prior to joining Nelson, Mr. Cassutt was the Controller of Bristol Corporation, the parent company of 10 manufacturing companies, from 1978 to 1984. He currently sits on the board of American Security Products, Columbia Sanitary Products and Yates & Associates Insurance Services, Inc. Mr. Cassutt received his Bachelor’s degree in Physics from the University of California, Irvine, and his MBA from Stanford University’s Graduate School of Business.

William Egan

Bill Egan is a founder and Managing Partner at Marion Equity Partners. Bill is also a founder and General Partner of Alta Communications. He founded Alta's predecessor firm, Burr, Egan, Deleage & Co., in 1979, and has identified and backed several of America's leading growth companies in the information technology, life sciences, and communications industries. Prior to founding Burr, Egan, Deleage & Co., Bill was a Partner at TA Associates. Bill began his career as a Manager of Venture Capital for New England Enterprise Capital Corporation. He is past President and Chairman of the National Venture Capital Association, and a Trustee of the University of Pennsylvania, and an Overseer of The Wharton School. Bill serves on the Boards of Directors of Cephalon, Inc. and CRH plc, as well as on several boards of directors of privately held companies.

James Ellis

Jim Ellis co-founded Asurion, the nation’s largest provider of insurance products to cell phone companies, in 1994. Today Asurion is a $3 billion+ company with 5,000 employees and more than 90 million wireless customers. Jim is currently a lecturer at Stanford’s Graduate School of Business. Previously, Jim held positions as a research associate at Stanford’s Graduate School of Business and as a consultant with IMG and Cresap, McCormick and Paget. He serves on the boards of numerous companies. Jim holds an MBA from Stanford’s Graduate School of Business and a bachelor’s degree in economics from Dartmouth College with high honors.

Peter Francis

Peter Francis is board chair, president and CEO of J. M. Huber Corporation, a diversified, multinational supplier of engineered materials, natural resources, and technology-based services. Mr. Francis joined the company in 1992 as vice chairman. In 1993, he became board chair of Huber and president of its largest division, AVEX Electronics, which he led in a major turnaround to profitability. He became CEO and president of the parent corporation in 1994, which he has since grown to over $2.5 billion in revenues. In 2004, the company completed the largest acquisition in its history when it acquired CP Kelco, a global leader in the hydrocolloids industry. Before joining Huber, Mr. Francis was CEO of a leveraged buyout in the wood products industry. He also designed and managed the development of a high-technology oceanographic instrument for the oil and gas industry. He and his wife circumnavigated the world by sailboat, visiting 38 countries, covering 55,000 miles, and spending 558 days at sea. Mr. Francis served on the Board of Overseers of the New Jersey Institute of Technology for five years, where he chaired its strategic planning committee. He is a trustee of the Rumson Country Day School and chair of its long-range planning committee. Mr. Francis graduated cum laude and Phi Beta Kappa with his BA from Middlebury College and received an MBA from the Stanford Graduate School of Business where he was an Arjay Miller Scholar.

Josh Harlan

Josh Harlan is founder and managing partner of Harlan Capital Partners LLC, a New York-based investment firm focused on uncorrelated asset classes and strategies. Previously he served as portfolio manager and a member of the investment committee for private market investments at OPTrust, a Canadian pension fund with more than $12 billion in assets. Prior to that he was a director in the investment banking group at Allen & Company, where he focused on media and technology companies. Mr. Harlan received his BA summa cum laude from Harvard College and a master's degree from Oxford University, where he studied as a Rotary Scholar. He also received a JD from Yale Law School, where he was an Olin Fellow in Law and Economics. Mr. Harlan is a member of the Council on Foreign Relations, a member of the Artists Council and a former co-chair of the young patrons group at the Whitney Museum of American Art, and a trustee of the Harvard Review of Philosophy.

Peter B. Kelly

Peter Kelly is currently a lecturer at Stanford’s Graduate School of Business. Until mid-2010, Mr. Kelly was Chief Executive Officer of Pacific Pulmonary Services (PPS), a home respiratory services provider. He also previously served as Chief Financial Officer and Chief Operating Officer, and was co-founder of the search fund that acquired the predecessor to PPS. Mr. Kelly has prior experience investing at TA Associates, a private equity firm where he originated investments in software and telecommunication companies. He serves as a director of PPS and ResponseLink, LLC where he is also Chairman. Mr. Kelly is a former director of Guardian Home Care Holdings, Inc.; the Council for Quality Respiratory Care (Chairman); the American Association for Homecare; Medical Equipment Distributors, Inc.; and The Governance Institute, LLC. Peter Kelly received a Bachelor of Arts in Science, Technology and Social Theory, a Master of Science in Industrial Engineering, and a Master of Business Administration from Stanford University.

Captain Sidney J. Hynes

Canada’s first Dynamic Positioning Captain and youngest sea Captain, Sid Hynes founded Canship Limited in 1986. Canship owned and managed a range of marine vessels operating worldwide, and later expanded into naval architecture and design and marine consulting services. In 1995, Canship partnered with JJ Ugland A/S of Norway to form Canship Ugland Limited, as owner/operator of the largest and most sophisticated ships in Canada which carried out the transportation of crude oil from offshore oil fields off Canada’s east coast. In late 2007, Sid, as managing partner of South Coast Partners, led the acquisition of Oceanex Income Fund, then owners of Oceanex Inc., an intermodal transportation provider operating in Eastern Canada.  Today, Sid serves as Executive Chairman of Oceanex Inc.  Captain Hynes is a graduate of the Nautical Science MOT Program and a Certified Master Mariner, and has served on numerous boards relating to the offshore oil and gas industry. In 2011, he was inducted to the Newfoundland and Labrador Business Hall of Fame.

  

Kinderhook Partners

Kinderhook Capital Management is a registered investment adviser founded in 2003, focused on making long-term investments in small public companies and to a lesser degree promising private companies.

Stephen Clearman

Mr. Clearman is the Managing Partner of Kinderhook Partners. Prior to Kinderhook Partners, in 1984 Steve co-founded Geocapital Partners, a leading venture capital fund managing over $500 million in a series of partnerships in North America and Europe. Before Geocapital, Steve was a Partner at Adler & Company, a NY-based venture capital firm. He was also a consultant at Bain & Company. He has been a director of numerous public and private companies. Steve received a B.A. in Mathematics from Haverford College, an M.S. in Electrical Engineering from Columbia University, and a J.D. from Harvard University.

Tushar Shah

Tushar Shah is a Partner at Kinderhook Partners. Prior to Kinderhook, Tushar was a Principal at Geocapital Partners, a leading venture capital firm managing over $500 million in a series of partnerships in North America and Europe. Before Geocapital, Tushar was a strategy consultant with the Monitor Group, where he led a range of projects in New York, London and Tel Aviv. Tushar was also a WorldTeach volunteer in Ecuador. Tushar is a CFA charterholder and received a B.A. in Economics from Williams College.

David Lazier

Mr. Lazier is Managing Partner of TD Investment Company. TD makes private equity investments, primarily in search funds. Mr. Lazier also serves as President of American Security Products, a leading manufacturer of high-security safes. He has served as Controller, Vice President of Sales and Co-President of Nelson Nameplate Company, a manufacturer of durable graphics and membrane switches based in Los Angeles, California. Prior to joining Nelson, Mr. Lazier worked as an engineer with IBM Corporation from 1982 to 1984. He is currently on the board of Nelson Nameplate Company, American Security Products, Columbia Sanitary Products and St. Mark’s Episcopal Church. He has also served on the board of Glendale Memorial Hospital Foundation and the San Gabriel Valley Habitat for Humanity. Mr. Lazier received his Bachelor’s Degree in Industrial Engineering from Northwestern University.

Sandro Mina

Mr. Mina is a co-founding Partner of Sverica International and is based in the Boston office. He currently serves on several portfolio company boards including Ackerman Security Systems, Center Rock Inc., Creative Catalog Concepts, DocuLynx, iCoat Company, and Oasis. Mr. Mina also serves on the board of the Swedish School of Boston. He was previously President and CEO of Cameraworld.com, one of Sverica's pre-fund portfolio companies. In earlier careers, Mr. Mina worked in the public and private sectors in a number of industries, including technology (United Nations Computing Centre and Storage Technology), banking (Citibank, Goldman Sachs & Co. and VISA) and telecommunications (consultant for a large European company). A native of Italy and Sweden, Mr. Mina earned his BSc degree in Computer Engineering from Imperial College at the University of London and his MBA degree at the Graduate School of Business at Stanford University. He lives in Boston with his wife and two children.

Alina Osorio

Ms. Osorio is CEO of the Aquila Group, a Toronto-based infrastructure investment firm.  As a seasoned investment professional in the utility and infrastructure investment and financing sector, Ms. Osorio has provided financial advisory services for equity and debt financings, merger and acquisitions, and divestitures.  More recently, she has extensive experience and an established track record as a principal investor in infrastructure, including her role as the CEO of Macquarie’s first unlisted infrastructure fund focused in both Canada and the US.  Under her leadership, the fund assessed and pursued many opportunities, completed five acquisitions and one divestment. Thereafter, Ms. Osorio led the infrastructure program at OPTrust with a capital allocation of $2.5 billion. In this role, she was responsible for setting strategic direction, oversight of investment strategies, acquisitions, and the management of an infrastructure portfolio in excess of $1 billion.

Pacific Lake Partners

Pacific Lake Partners is a $35 million private equity fund focused on small cap buyouts exclusively through the search fund model.  Pacific Lake backs promising entrepreneurs searching for established, profitable service companies in high growth industries.

                    Jim Southern

Mr. Southern is a founding director of Pacific Lake Partners, a private equity fund investing in small-cap buyouts using the search fund model. Pacific Lake backs promising entrepreneurs searching for established, profitable service companies in high growth industries. In addition, Mr. Southern manages a portfolio of private equity investments in small to medium sized companies. His portfolio includes 47 search funds. Previously, Mr. Southern was himself a beneficiary of search fund investors early in his career. His first search resulted in the acquisition of Uniform Printing, a $43 million printer of specialty insurance documents, where he served as its CEO and chairman for 10 years. Investor returns from distributions and exit exceeded 30x the acquisition capital. Mr. Southern holds an MBA from Harvard Business School and resides in Wolfeboro, NH and Boston, MA.

Coley Andrews

Coley Andrews is the Junior Partner at Pacific Lake Capital, a $35 million buyout fund focused on small cap buyouts exclusively through the search fund model.  Previously, Mr. Andrews worked at Tech for Less, a small, growing, and profitable company owned by two successful search fund entrepreneurs.  Mr. Andrews also worked at Golden Gate Capital, a middle-market private equity firm focused on change-intensive investments.  While at Golden Gate, Mr. Andrews worked on multiple portfolio companies in addition to completing seven transactions.  Mr. Andrews was also a senior associate at The Parthanon Group, an international strategic consulting firm based in Boston.  Mr. Andrews holds an MBA from the Stanford Graduate School of Business and a BA from Dartmouth College.  He and his wife, Alisa, reside in Palo Alto, CA.

RHV Capital

RHV Capital, an HV Capital Investors affiliate, takes minority equity investment positions in operating companies in conjunction with private equity firms or other institutional investors.

Paul Rogers

Paul Rogers is an investor and physicist. Paul is a Managing Director in HV Capital Investors, LLC and RHV Capital, LLC which focus on investments in the debt and equity securities of private companies, respectively. Paul spent 22 years (1982-2004) in many leadership roles with Wood Gundy Inc. and CIBC World Markets Corp. in Tokyo, Toronto, London and New York. Paul was President of CIBC World Markets Corp. where he oversaw the integration of the investment banking activities of Oppenheimer Inc. with the credit activities of CIBC in the U.S. region. He had responsibility for all investment banking activities including equity origination, advisory, M&A, loan, high yield and structured finance products in the U.S.

Paul’s scientific research (2006-2011) has focused on the characterization of complex materials using far infrared spectroscopic ellipsometry. Paul is the first author of two scientific publications in peer-reviewed journals: Journal of Thin Solid Films (2010) and Physical Review B (2011).

Mr. Rogers was named as one of Canada’s ‘Top 40 under 40’ in 1998 and was elected to the Board of Directors of the Securities Industry Association in the U.S. (2001-2004). Paul is a graduate of the Royal Military College of Canada and received his MBA with High Distinction (Baker Scholar) from Harvard Business School. Paul also received his M.Sc. and Ph.D. degrees in Applied Physics from the New Jersey Institute of Technology in 2008 and 2011, respectively.

Glenn Healey

Mr. Healey is currently a Managing Director of HV Capital Investors, LLC and RHV Capital, LLC, which provide debt and equity capital to lower middle market private companies. Mr. Healey has been a successful entrepreneur, manager and investor for over 20 years. During that time he was a principal in six different operating companies. He has also participated in several subordinated debt and equity investments as an investor, and he has provided management turnaround and consulting services to several private equity firms. Mr. Healey was the CFO of a division of a large, public company, and he has worked in both the investment banking and public accounting industries. Mr. Healey earned a Master in Business Administration degree from the Harvard Business School and Bachelor of Science in Business Administration and Bachelor of Journalism degrees from the University of Missouri. He was certified in the state of Missouri as a Certified Public Accountant.

Gerald Risk

Gerald Risk is the President of Asurion, the world’s leading provider of handset protection and other value added services to the wireless industry.  Prior to serving as President, Mr. Risk was Asurion’s CFO.  Since joining Asurion in 1999, Mr. Risk has been a key member of a management team that has grown the business 200 fold.  Today, Asurion’s 5,000 team members serve over 110 million subscribers globally. 

Prior to joining Asurion, Mr. Risk helped a wide variety of clients, from Fortune 500 firms to early stage start-ups, execute their strategic and financial plans as an investment banker with Goldman, Sachs & Co. in San Francisco, Hong Kong and New York.  Mr. Risk has also worked for Hambrecht and Quist and the private investment arm of Toronto Dominion Capital. 

Mr. Risk is an active mentor of entrepreneurial leaders in the for-profit and non-profit worlds.  In this capacity, Mr. Risk is an active private investor and currently serves on the Board of Directors of Carillon Assisted Living (provider of assisted living services in the Southeast), HealthCPA (provider of medical expense management services for consumers), and QMC Telecom (cell tower operator in Brazil).

Mr. Risk holds an MBA from the Graduate School of Business at Stanford University, where he was an Arjay Miller Scholar and where he served as a case writer for Jack McDonald, the Stanford Investors Professor of Finance.  Mr. Risk also holds a Bachelor's Degree in Commerce with honors from Queen’s University in Canada where he was on the Dean’s List

Martin S. Steber 

Mr. Steber co-founded Sverica in early 1993. During his early tenure, Mr. Steber was CEO of two pre-fund investments in Birmingham, Alabama, Automatic Detection Systems Inc, an electronic security company, and Accudocs, a billing services company. Both of these entities were eventually sold to larger industry leaders. Later, Mr. Steber was actively involved in sourcing Sverica’s (since divested) Gainshare Media investment, Ackerman Security Systems in Georgia, and PROEM in Arizona/Colorado. 

Mr. Steber continues to represent Sverica on the board of Ackerman, a leading electronic security company in Atlanta. Mr. Steber is a Limited Partner in all of Sverica’s funds.

A native of Canada, Mr. Steber earned his BSc degree in Engineering from Imperial College at the University of London and his MBA degree from the Graduate School of Business at Stanford University.  Mr. Steber retired from Sverica in 2007 and lives in Montreal, Canada with his wife and three children.

Kevin Taweel

Kevin Taweel is the Chairman of Asurion, a wireless services provider of insurance, warranties and road-side assistance. Mr. Taweel guides the company's growth and success in close cooperation with executive management and the board of directors. He co-founded Asurion in 1994. Prior to launching the company, he was the president of Mill River Corporation, an investment company. He also has experience in Mergers & Acquisitions investment banking with Salomon Brothers. He earned an M.B.A. from Stanford University's Graduate School of Business and holds a bachelor's degree in mechanical engineering from McGill University. Mr. Taweel is a prior recipient of the prestigious Ernst & Young Entrepreneur of the Year award.

Terrma Capital 

Terrma Capital Corp. is a closely held private investment company based in Toronto, Canada which is funded by a small group of high net worth individuals. The firm’s investing activities are focused on the infrastructure sector, although it is prepared to make investments in other sectors which demonstrate appropriate risk-reward characteristics. Investment decisions are made by a small group of principals who have experience in private investing, entrepreneurship and investment banking.  Through their current activities and previous experience, the principals of Terrma have been involved in numerous significant acquisition and financing transactions in both public and private markets. The group has experience with corporate finance, project finance, leasing and other structured transactions. They bring an educated and disciplined approach to the analysis and completion of private investments.

Richard Venn  

Mr. Venn is the Senior Executive Vice-President, CIBC, and Managing Director and Deputy Chair, CIBC World Markets Inc. Mr. Venn advises the President and CEO as well as CIBC's Senior Leadership Team on matters related to identifying and developing strategic initiatives and joint ventures for CIBC. During his 35 year career with CIBC, he has led most areas of Investment and Merchant Banking, culminating in his role as Chairman and CEO of CIBC's Canadian dealer for seven years. He has also been a strategic advisor to many CIBC Wholesale Banking clients. Since 2005, Mr. Venn has provided leadership to the bank's employment equity and diversity strategy through his ongoing role as CIBC's National Diversity Champion.

 

He is a director of CIBC Mellon, FirstCaribbean International Bank Ltd., and the Bank of N.T. Butterfield & Son Ltd. He also serves on the Foundation Board of Mount Sinai Hospital and is Chair of the Foundation of the United Jewish Federation, sitting on its Board and Executive Committee. Mr. Venn received a BA Sc. (engineering science) in 1973 at the University of Toronto. He proceeded with a scholarship to complete his MBA at Harvard in 1975.


Steven Wheelwright

Mr. Wheelwright recently retired from his position as the Edsel Bryant Ford Professor of Business Administration at Harvard Business School. Professor Wheelwright first taught at Harvard from 1971-79 and was the Thomas Henry Carroll-Ford Foundation Visiting Professor from 1985-86. He rejoined the Harvard faculty in 1988. In his years away from Harvard, he was the Kleiner, Perkins, Caufield and Byers Professor of Management at Stanford University Graduate School of Business. In addition to his Harvard and Stanford positions, Professor Wheelwright served on the faculty of INSEAD (European Institute of Management) in Fontainebleau, France. He was also Vice President of Sales in a family-owned printing company and has consulted in the areas of business/operations strategy and improving product development capabilities. Since 2007, Professor Wheelwright has served as President of Brigham Young University – Hawaii one of three BYU campuses owned by the Church of Jesus Christ of Latter-day Saints. He also continues to serve as a Board member at O.C. Tanner Company (service awards) and at Zions Bancorp. (banking). Professor Wheelwright has a B.S. degree in Mathematics from the University of Utah and MBA and Ph.D. from the Graduate School of Business at Stanford University.

 
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