Sample of Previous Clients
Altos Ventures III and Altos Ventures IV
Early / Growth Stage
Altos Ventures is a first stage venture group managed by four partners who have known and worked together since founding in 1996. Located in Silicon Valley, these partners, Han Kim, Ho Nam, Brendon Kim and Anthony Lee, focus primarily on the high growth sectors of Enterprise Software and Services; Supply Chain Management; and Communications and Networking.
Baird Capital Partners IV and Baird Capital Partners V
Midwest Lower Middle-Market Buyout
Baird Capital Partners is a midwest-based private equity firm, focusing on change of control buyouts and late-stage growth investments in the business services and manufactured products sectors in the lower end of the U.S. middle-market. Baird Capital Partners is part of the overall Baird Private Equity Platform, consisting of U.S. buyout funds, U.S. venture funds and non-U.S. buyout funds.
Baird Capital Partners Asia
China Growth Equity
Baird Capital Partners Asia (“BCPA”) invests in smaller, high potential companies with substantial operations and growth opportunities in China. BCPA invests where its expertise, capital and broad network of resources complement a company’s business objectives and strategy. BCPA uses a sector-based strategy to provide growth capital to companies with proven business models and profitability. BCPA partners with the entrepreneur and management to provide operational expertise to support a company’s growth plans. BCPA supports its portfolio companies through the experience of its investment team, operating partners and global network of resources
Baird Venture Partners III
Early / Expansion Stage Business Services and Healthcare / Life Sciences
Baird Venture Partners III is a venture capital fund focusing on making investments in early and expansion stage business services and healthcare / life sciences companies. Baird Venture Partners III is part of the overall Baird Private Equity Platform, consisting of U.S. buyout funds, U.S. venture funds and non-U.S. buyout funds.
Castle Creek Capital Partners Funds IV - V
U.S. Community Banks Buyout
Castle Creek Capital was formed in the early 1990s to make private equity investments in the restructuring and recapitalization of troubled banks throughout the U.S. The Firm’s senior team has over 150 years of combined experience working and investing in the banking industry, including initiating and leading $1.7 billion of bank equity investments, completing over 50 bank transactions.
Castle Creek Capital is one of the pioneers of private equity investing in the banking industry. Today, the Firm has become the most prominent and active private equity bank investor in the U.S.
Investing through Castle Creek Capital Partners IV, the Firm continues to exercise its strategy of meaningful control through its board participation and hands on operational value-add. The Fund seeks to make turnaround and distressed control investments in U.S.-based community banks with assets of less than $10 billion.
Millennium Technology Value Partners II
Direct Secondary Technology
Millennium Technology Value Partners helped pioneer the direct secondary strategy in the technology sector in 2001. The Firm has developed both a proprietary methodology and network for sourcing and executing transactions. Today, Millennium has earned a strong reputation as a trusted liquidity partner among top venture capital firms, entrepreneurs, and other shareholders in leading late-stage technology companies.
The Firm’s Managing Partners were at The Blackstone Group prior to Millennium. Separately and together, they have been managing private equity funds of their own since 1997 and have been making value-centric and secondary investments since 2001. The team also has backgrounds at Salomon Brothers, Credit Suisse, Venrock, Google, DoubleClick, and several other successful technology operating companies.
Millennium Technology Value Partners II makes direct secondary and value-centric investments at compelling prices in best-of-breed, late-stage technology and growth companies. Unlike traditional secondary funds, which typically purchase L.P. fund positions, the Fund makes secondary investments directly in companies.
Northstar Mezzanine Partners III
Middle Market Mezzanine
Northstar Capital is a privately held investment management company based in Minneapolis, Minnesota. Northstar specializes in investing subordinated debt and equity capital in successful middle-market companies in a wide variety of industries throughout the United States.
OVP Venture Partners VII
OVP Venture Partners, formed in 1983, is the most successful venture fund in the Pacific Northwest with over $700 million in committed capital under management. OVP originates and leads select startup — seed and first-round — investments and focuses on firms serving markets such as the network edge and mobility, the corporate data center, imaging and the digital home, bioinformatics and nanotechnology. Typical products offered by their portfolio companies would be categorized as communications and network systems, enterprise software, digital biology, specialized electronic systems and business services.
Polish Enterprise Fund IV
Polish-centric Private Equity
Enterprise Investors is the largest and most experienced private equity firm in Poland and Central and Eastern Europe. An outgrowth of the Polish-American Enterprise Fund established in 1990, EI has managed over $700 million of committed capital in a series of Polish-centric private equity funds. The organization is led by Robert Faris (formerly a senior partner of Alan Patricof & Co.); John Birkelund (formerly Chairman & CEO of Dillon Read) and is a unique blend of Polish and Western talent. Managing Partner Jacek Siwicki (formerly Polish Deputy Minister of Privatization) is based in Warsaw along with 35 of the nearly 40-person EI staff of professionals.
River Cities Capital Fund V
Growth Equity Healthcare and I.T.
Founded in 1994, River Cities Capital Funds is one of the most active and experienced growth equity funds in healthcare and information technology (IT). With nearly $500 million under management and more than 100 investments made, River Cities has established itself as a preferred partner among the entrepreneurial and private equity communities.
River Cities seeks to invest in high-growth IT and healthcare companies that have a market-validated proposition. Their performance is driven by their ability to access, evaluate, consummate and build companies that can lead the transformation of specific market segments by pursuing large, established markets with disruptive technologies or service offerings that are significantly “better, faster, cheaper” than incumbent solutions.
River Cities multi-generational team of seven partners has more than 125 combined years of investing experience and several investment cycles working together. In their prior careers, the investment managers developed analytical frameworks through experience in operations, engineering, strategic consulting, investment banking, accounting and legal. River Cities promotes a culture of operational excellence and a focus on continual improvement in all aspects of the business including strategy refinement, sales and marketing, investment decision making and personnel development.
Rosemont Partners III
Asset Management Private Equity
Rosemont Investment Partners, LLC is a private equity firm focused exclusively on making investments in asset managers who face ownership dilemmas. Rosemont was formed in May 2000 to provide capital to fund management buyouts, internal transitions, recapitalizations and selected start-ups in the asset management industry. In addition to providing capital, the principals of Rosemont assist management in growing their companies by leveraging their decades of experience in advising and nurturing asset management businesses.
Squadron Asia Pacific Fund and Squadron Asia Pacific Fund II
Squadron Capital is a private equity investment firm, based in Hong Kong but with activities covering the globe and aggregate assets under management exceeding $1 billion. The firm is an affiliate of Search Private Equity Holdings Limited, a member of Search Investment Group of Hong Kong, which was established in the mid-1970s. Squadron Capital and other members of Search Investment Group have been investing in alternative assets for more than two decades and have since inception made commitments to more than 100 private equity investment partnerships.
Squadron Asia Pacific Fund II is a fund-of-funds focused on investments in private equity funds that invest in the Asia Pacific region (from Japan to the Indian subcontinent and Australasia).