Investment
Advisory
Coley Andrews
Coley is a co-founder and the Managing Partner of Pacific Lake. Since starting the firm in 2009, Coley has worked with hundreds of search fund entrepreneurs and CEOs.
Gerald Risk
Gerald is a partner at TTCER, an investment partnership established by key founding team members and investors in Asurion, the world’s leading provider of technology protection and support services for mobile devices
Kevin Oxendine
Kevin is a Partner at Pacific Lake where he works closely with search fund entrepreneurs throughout their search, acquisition and operating phases. He is is a two-time successful CEO/COO.
Will Thorndike
Will is founder of Housatonic Partners a leading private equity firm known for exceptionally long holding periods. He is currently Managing Partner of The Cromwell Harbor Partnership, a private investment company with a variety of long term holdings.
Bill is the founder of Alta Communications, a venture capital firm, and Marion Equity Partners, a private equity firm. Mr. Egan has identified and backed several of America's leading growth companies in the information technology, life sciences, and communications industries.
Bill Egan
Brad is the managing director of Applied Equity. He is an executive advisor and coach, with deep professional expertise in B2B Services, Tech-Enabled Services, and Software. Mr. Brown is also a Senior Partner Emeritus of McKinsey & Company, where he was a senior leader of the Technology practice, and the global leader of the Big Data practice.
Brad Brown
Rich is Founder and CEO of both NIP Group, a top 100 business insurance broker, and Extensis Group, a top 20 Professional Employer Organization (PEO). Mr. Augustyn has been a successful serial entrepreneur and accomplished investor for more than 20 years.
Richard Augustyn
Doug is Managing Partner of Ravenscourt Partners, a private investment firm focused on teaming with executives to build leading middle market, technology-enabled service companies. He spent nine years as a senior executive at Asurion, the leading global provider of technology protection services, which grew from $225 million to $4.8 billion in revenue during his tenure.
Doug Tudor
Sara is a Partner at TTCER Partners, an investment partnership focused on helping entrepreneurs build and grow enduring companies and drive superior long-term capital appreciation.
Sara Rosenthal
Keith is a Partner at Pacific Lake who helps entrepreneurs become CEOs, working with them through all stages of the entrepreneurial journey – from finding to buying to building great businesses.
Keith Gross
Mr. Somoza is currently Co-CEO and Co-Founder of QMC Telecom, LLC, a wireless infrastructure provider. Prior to that he was the CEO and Co-founder of VIU Media until the sale of the company to Lamar Advertising (NASDAQ:LAMR) in 2006. At the time of the sale, VIU Media was Puerto Rico's largest locally owned outdoor advertising company.
Rafael Somoza
Tiffany has spent her career as a middle market and growth equity private equity investor working alongside driven leaders and management teams to build great companies. Prior to joining Endurance, Tiffany was an investor with the global private equity firms TPG Capital and L Catterton.
Tiffany Clay Augustyn
Operations
GJ is a co-founder of BK Growth and formerly served as President of RIA in a Box, the leading regulatory compliance solution for investment advisers and wealth management.
GJ King
Mr. Stella is currently Co-CEO and Co-Founder of QMC Telecom. Prior to that he was the Co-Founder and President of VIU Media.
Jose Stella
Alexander is the former CEO of Worldwide Security and the founder of Novidam Capital Partners, a private equity firm focused on tech-enabled services.
Alexander Schuil
Tom is the current CEO of Datacor, a leading manufacturing ERP software company.
Tom Jackson
Will is a co-founder of BK Growth and the former CEO of RIA in a Box, the leading regulatory compliance solution for investment advisers and wealth management.
Will Bressman
Larry is a Partner at Endurance Search Partners and has more than 30 years of diverse experience in M&A, finance, operations and investing.
Larry Dunn
Mark is a co-founder of Newbury Franklin and the former CEO of Little Sprouts, a Boston-based provider of childcare services.
Mark Anderegg
Jamie co-founded Alta Colleges in 1987. Over a twenty year period he grew an educational business from $3.5m to over $400m in sales with more than 25 locations.
Jamie Turner
Sam is the current Co-CEO of Central Storage & Warehouse, a leading cold storage business in the midwest.
Sam Krieg
Ryan is the current CEO of Radiation Detection Company, which helps growing organizations not only meet radiation safety standards but exceed them.
Ryan Turk
Hill is the current Co-CEO of Central Storage & Warehouse, a leading cold storage business in the midwest.
Hill Hamrick
Chris is a Partner at Pacific Lake and former CEO of VRI. During his 10 years as CEO, VRI grew revenue nearly 10x and grew equity value by more than 25x.
Chris Hendriksen
Strategy
A retired four-star general, Stan is the former commander of US and International Security Assistance Forces (ISAF) Afghanistan and the former commander of the nation’s premier military counter-terrorism force, Joint Special Operations Command (JSOC). He is the current CEO and Chairmain of the McChrystal Group, a strategy and leadership consultancy.
Stan McChrystal
Ramon is an assistant professor of business administration in Tuck’s strategy group. He earned his PhD in business administration at the London Business School and a Masters of Public Policy at Harvard University. Professor Lecuona has been part of the founding team of multiple start-ups and serves as an adviser for senior leaders of multinational companies and governmental agencies.
Ramon Lecuona Torras
Nick is the Managing Partner at Tuckerman Capital, a lower middle market private equity firm based in Hanover, New Hampshire. He has twenty years of experience as an investor, advisor, strategist and operator. The entirety of his career has been focused on helping engineering-driven product and service companies across a range of sectors succeed and generate shareholder value.
Nick Russell
Mark is a founder and Managing Partner at Marion Equity Partners. Prior to Marion, he focused on growth equity investments in the technology, media and business services industries at Polaris Venture Partners. Mark has been working with search fund entrepreneurs over the last 15 years both in the US and abroad.
Mark Egan
Support
Accounting and Legal
Hannah is a Director at Pacific Lake where she helps entrepreneurs become CEOs, coaching them through the process of finding, diligencing, and acquiring great businesses in attractive niches.
Hannah Barrett
Clayton currently serves as Vice President of Datacor overseeing two business units, professional services and customer support, go-to-market strategy, and corporate development (M&A).
Clayton Sachs
Guillermo is a Partner at Ashford Venture Partners where he supports search fund entrepreneurs with finding, diligencing, and acquiring great businesses.
Guillermo Lavergne
Julian is a Vice President at Pacific Lake where he is a dedicated partner for search fund entrepreneurs, providing guidance and support throughout their journey from search to acquisition and operations.
Julian Dickenson
Ron joined Boulay in 1988, became a partner in 1998, and has more than 30 years of experience in assurance services and management consulting. He works with public, private, and ESOP-owned clients in a number of industries including wholesale/distribution, professional services, manufacturing, construction and non-profit organizations.
Ron Overson
Clay joined Boulay in 2016 and was promoted to Partner in 2023. Throughout his time in public accounting, he’s gained a broad exposure to a number of industries including retail and distribution, manufacturing, healthcare, professional services, and software and technology. After beginning his career in audit, Clay now specializes in providing financial due diligence and valuation consulting services to search fund, private equity, family investment offices, and corporate partners.
Clay Brownlee
Jon is a partner in Goodwin's Private Equity and Technology Companies groups, and focuses his practice on company and investor side merger and acquisition transactions, growth and venture capital investments, and the representation of both emerging and mature private companies.
Jon Herzog
Andy is a partner at Goodwin where he focuses on mergers, acquisitions, private equity investments, and other corporate matters in a broad range of industries. Specifically, he has experience representing both corporate strategic and private equity clients in structuring, negotiating, documenting and closing public and private mergers, acquisitions and dispositions, including assisting private equity funds with the purchase, ongoing representation and sale of portfolio companies.
Andy Lock
