Trilogy is excited to announce the re-launch of our website. Boston, MA USA. Todd Dorfman Back to Team Since joining Krauthamer & Associates in 1993 and becoming a principal in 1997, Mr. Dorfman has recruited for public and private sector clients throughout a variety of industries including financial and professional services, real estate, technology, manufacturing, distribution and healthcare. Search Fund Partners invests in small, profitable companies with $5 million to $30 million in revenue. He is the treasurer of Building Futures Now, a non-profit dedicated to helping high potential students in East Palo Alto. Jeffrey is Chief Financial Officer/Partner and has served as Chief Financial Officer/Partner since 04/01/2008. Joel Schwartz has an ownership stake in Partners Group (Usa) Inc. of less than 5%. 1 0 obj endobj %PDF-1.7 x���,` \�\2U�G�d��hv>=!�0.`���2bi��H��;�r��� Chairman and CEO; 27 years of investment experience; Reinhart Partners - President and CIO; US Bancorp - Lead Manager Mid Cap Growth Fund; Williams College - BA; Georgetown University - JD Find a Microsoft certified solution provider. Todd Partners, P.C. He was CEO of HiFive Networks, CEO of Hipbone Networks, EVP and GM at Network Associates; COO of Network General, an EIR at Institutional Venture Partners; and an executive in software and services at the Hewlett-Packard Company. Our firm specializes in recruiting and placing top financial and operational professionals to meet the needs of our Fortune 500 and privately-held operating companies, private equity, family office, investment banking, corporate banking, and hedge fund clients working across all industry sectors worldwide. stream Also headquartered in Menlo Park. Jim Edmunds joined Search Fund Partners in 2008 after running a company sourced through the search fund model. Joel Todd Schwartz is an employee with Partners Group (Usa) Inc., a hedge fund company. Prior to launching his search fund, Todd filled leadership roles in operations, sales, and finance for a variety of lower middle market companies. Partnerships come in many forms: employers-employees, joint-ventures, VC-backing, and consultant-client agreements — to name a few. They are supported by our team of dedicated industry specialists, who capitalize on their deep sector knowledge to seek out value creation opportunities." Todd Ray Mcintyre is an employee with Grey Sky Venture Partners, LLC, a venture capital company. Search for experienced certified partners near you. LinkedIn. Search Fund Partners invests in small, profitable companies with $5 million to $30 million in revenue. 360 Capital Partners; Highland Europe; Todd Casey Whitenack is an employee with Bbr Partners, LLC, a hedge fund company. 3 0 obj Todd is Principal and has served as Principal since 05/01/2001. Rich Kelley has been involved in numerous small businesses and start-up companies as an operator, owner, and investor. }. We all want to leave our mark, but real impact requires partners who share your corporate vision and execution-style. Search Fund Partners 3166. Todd Pulvino has an ownership stake in Cnh Partners, LLC of less than 5%. Todd is Managing Member (Grey Sky Venture Partners, Llc) and has served as Managing Member (Grey Sky Venture Partners, Llc) since 12/01/2015. He currently participates on the boards of ComplianceLine, TDR, Detroit Dental, and Elevated Billing Solutions. Alaska Search Partners is a private equity Search Fund focused on finding, buying, and growing companies headquartered in Alaska. Search funds offer aspiring entrepreneurs with limited capital resources a direct path to owning and managing a small business. Central to our approach is an emphasis on networking and sharing within the vibrant search fund community. <> | 11 followers on LinkedIn. Are you Todd Beiley? <> We work primarily with Search Funds, partnering with entrepreneurs to find, acquire and build successful businesses. Search Fund Partners invests in small, profitable companies with $5 million to $30 million in revenue. He lives in Menlo Park with his wife Christine, daughters Emiko and Mika, and son Koji. Previously, he was an Associate in the Financial Sponsor Coverage/Leveraged Finance Group of CIBC World Markets. Also headquartered in Menlo Park. Todd Whitenack has an ownership stake in Bbr Partners, LLC of less than 5%. Search Fund Partners Suggest edits Follow us. Search Fund Partners invests in small, profitable companies with $5 million to $30 million in revenue. ... ©2021 Providence Equity Partners L.L.C. We work primarily with Search Funds, partnering with entrepreneurs to find, acquire and build successful businesses. He is on the boards of Datum Technologies, FastSpring, Great Bay Software, Grey Heller, PlanetDDS Software, Raptor Technologies, Remarkable Health and StaffOne. He graduated cum laude from Dartmouth College with an A.B. We are constantly updating our comprehensive database of fund managers and their career history. Joel is Director and has served as Director since 08/01/2014. 370 East Maple Road, Birmingham, Michigan 48009, United States (813) 784-6000 Founded in 2004, Search Fund Partners is a private equity firm based in Menlo Park, California. OUR OFFICES. Skilled in Analytical Skills, Retail, Securities, Mutual Funds, and Account Management. Search Fund Partners 3165. He currently participates on the boards of Microdea, Neuro International, Consumeraffairs.com, Gogotech, and UCIT Online. Get help identifying and implementing Microsoft solutions. Jim holds an MBA from the Stanford Graduate School of Business, where he was named a Siebel Scholar, and an A.B. An entrepreneur raises a search fund to support his or her efforts in locating and acquiring a small, profitable, privately held company. Nick Smith and Dan Zastrow founded Fairwater Partners to find and invest in a company that we will personally operate and grow for years to come. Search Funds backed. blog. Search Fund Partners in Worldwide Jobs Facebook; Robinhood; Andreessen Horowitz; Sequoia Capital; Kleiner Perkins; Silver Lake; NEA; Lucid Motors; Lightspeed Venture Partners; ... MidOcean Partners… <>/ExtGState<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> Welcome to CW Partners. Todd Tracey Todd Tracey joined Search Fund Partners in 2016 after acquiring, running, and successfully exiting HemaSource, a company he sourced through the search fund model. Join Facebook to connect with Todd Fund and others you may know. Todd began his career at investment bank Wasserstein Perella & Co. focused on technology and media investments for the firm’s affiliated private equity fund. 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). line-height: 0%; Todd is a graduate of Dartmouth College. endobj Todd has over 20 years of experience as a senior executive in Sales, Marketing and General Management within various high-technology companies. Community Home Blog SMB Trust Index Coronavirus Resources Join Today! Search Fund Partners General Information Description. Our focus is on well-managed companies with a history of profits and significant growth potential. x��Ymo�6�n����k�X�zq�v�ڵ�3úJ,'Y;��z���;�H����� �-�{�a�߱���oN^��`:e���i< Brian Harrison has an ownership stake in Diversified Partners, Inc. of less than 5%. Micro-cap companies acquired. Search Fund Partners Suggest edits Follow us. Share Us With The World Relationship Science 5 Pennsylvania Plaza 15th Floor New York, NY 10001 %���� The firm prefers to invest in companies with revenues between $5 million and $40… Michael joined AlpInvest Partners in 2007 from UBS Investment Bank, where he was an Associate Director in the Private Funds Group responsible for providing secondary markets advisory services. Shasta Ventures; was founded in November, 2011, to meet the patent, trademark and general intellectual property needs of a diverse and rapidly growing client base. <>/Metadata 39 0 R/ViewerPreferences 40 0 R>> ... Trilogy Search Partners Website Re-Launch. 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. A search fund is an investment vehicle formed to support an entrepreneur as she or he identifies and acquires a small business. Intellectual Property and Business law firm based in Atlanta, Georgia and serving clients worldwide. His broad industry background includes agriculture, telecommunications, web advertising and healthcare. Phone: 650-323-2616. Most recently he was a Partner with Heidrick & Struggles and a member of the Global Technology Practice. Todd Tracey joined Search Fund Partners in 2016 after acquiring, running, and successfully exiting HemaSource, a company he sourced through the search fund model. color:black; Facebook; Robinhood; Andreessen Horowitz; Sequoia Capital; Kleiner Perkins; Silver Lake; NEA; Lucid Motors; Lightspeed Venture Partners; Parse; Companies in the same industry. He currently serves on the boards of Pet Loss Center, DCI Caravel Autism Services, RIA in a Box, ISC Water, FMT, Attainia, and MST. 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. Dave has an MBA from Stanford Graduate School of Business and a B.S. Todd Tracey joined Search Fund Partners in 2016 after acquiring, running, and successfully exiting HemaSource, a company he sourced through the search fund model. Jeffrey Todd Soukup is an employee with Stamos Capital Partners, L.P., a hedge fund company. Backed by a team of experienced investors and operators, Fairwater is a secure option for you, your employees, and your customers as you exit your business. Search Fund Partners Suggest edits Follow us. Facebook; Robinhood; Andreessen Horowitz; Sequoia Capital; Kleiner Perkins; Silver Lake; NEA; Lightspeed Venture Partners; Lucid Motors; Parse; Companies in the same industry. Todd Krieg, CFA, Founder. Todd holds an MBA from the Kellogg School at Northwestern University where he was a Lerner Scholar and the Harry W. Gillies Management & Strategy Student of the Year. 4 0 obj Visit this page to learn about the business and what locals in Menlo Park have to say. The search fund model includes four distinct stages. Search Fund Partners builds on the proven success of the Search Fund model, where entrepreneurs are funded to unearth, acquire and manage a profitable micro-cap company. Facebook; Robinhood; Andreessen Horowitz; Sequoia Capital; Kleiner Perkins; Silver Lake; NEA; Lucid Motors; Lightspeed Venture Partners; Skydio; Companies in the same industry. Rich has an MBA from Stanford and a BA from Stanford. Search Fund Partners Suggest edits Follow us. We work primarily with Search Funds, partnering with entrepreneurs to find, acquire and build successful businesses. Aggregate capital commitments refers to the aggregate capital commitments under management for all private equity funds managed by Providence and assets under management for all credit funds and separately managed accounts managed by Providence and its affiliates. Search Fund Partners is an investment management company based out of 885 OAK GROVE AVE, Menlo Park, California, United States. Miramar partners with entrepreneurs and executives across both platform and search fund opportunities. Alaska Search Partners is a private equity Search Fund focused on finding, buying, and growing companies headquartered in Alaska. .center { Brian is Assistant Secretary/ Director and has served as Assistant Secretary/ Director since 01/01/2016. Todd is Partner and has served as Partner since 12/01/2010. Search Fund Partners 3162. A search fund is a proven, viable model for entrepreneurs who want to acquire and build a company. Todd Pulvino is an employee with Cnh Partners, LLC, a hedge fund company. Each year, we host a “Convocation” of our company leaders and searchers to discuss buying and running small businesses. We deliver strong results for our investors and entrepreneurs. The fund targets companies with consistent cash flow and upside market opportunity. We work primarily with Search Funds, partnering with entrepreneurs to find, acquire and build successful businesses. About Experienced Director Fund with a demonstrated history of working in the financial services industry. As a performance driven firm, we pride … Dave and his wife Julia have two sons, RJ and Sam. Also headquartered in Menlo Park. If you want to be a CEO, build a substantial enterprise, and have significant ownership for yourself, the search fund path is for you. Search Fund Partners adds value to the Search Fund model by working closely with the entrepreneurs to insure effective search techniques, acquisition strategies, fundamentally sound management practices, and a host of other activities that are crucial to the success of the search process and the ultimate management of the acquired companies. Search Fund Partners Todd Tracey joined Search Fund Partners in 2016 after acquiring, running, and successfully exiting HemaSource, a company he sourced through the search fund model. Search Fund Partners 3162. He has also invested in many limited partnerships, including venture funds, and has been involved as a search fund investor since 1994. Also headquartered in Menlo Park. While every transaction is unique, each company exhibits certain characteristics that are consistent across the portfolio, notably exceptional management strength and an opportunity for accelerated growth. The fund targets companies with consistent cash flow and upside market opportunity. He also worked as a Senior Associate for Mercer Management Consulting (now Oliver Wyman). Todd Mcintyre has an ownership stake in Grey Sky Venture Partners, LLC of between 50% and 75%. Countries & continents. in Economics. in Mathematics from the University of Arkansas. Facebook; Robinhood; Andreessen Horowitz; Sequoia Capital; Kleiner Perkins; Silver Lake; NEA; Lucid Motors; Lightspeed Venture Partners; Parse; Companies in the same industry. Our team has over 40 years of management and investment experience in a wide spectrum of industries. Do local business owners recommend Search Fund Partners? Rich Kelley co-founded Search Fund Partners in 2004. 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 Jim served as President and CFO of the company. 190+ 110+ 22 & 6. Miller Search Partners is a boutique executive search firm servicing clients throughout the technology sector. View the profiles of people named Todd Fund. Before launching a search fund, Jim was an Associate at McKinsey & Company in Palo Alto. The firm seeks to invest in the commercial services sectors. JZ Partners seeks to invest in profitable, well-managed businesses. 2 0 obj The firm prefers to invest in companies with revenues between $5 million and $40… Also headquartered in Menlo Park. Address: 885 Oak Grove Avenue, Suite 102 Menlo Park, CA 94025. text-align: center; Todd Partners, P.C. 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