Pursuing Balanced Growth

TeamPicture

Investment Team:

Daniel Daum Craig Burr James Burwell Dave Carver
David Dodson Bill Egan Rich Kelley Tuan Le
Joe Niehaus Micheal O'Connell Bob Oster Jim Southern
Howard Stevenson Will Stevenson Will Thorndike Johnnie Walters

Institutional Investors:

Housatonic Partners Search Fund Partners

Daniel Daum - Managing Director
Prior to founding 8 Wire Capital, Daniel worked for Capital One in the strategy and research departments. Here he worked closely with senior management to validate Capital One's long term strategy. He also contributed to Capital One's expansion into retail banking leading to the $4 billion acquisition of Hibernia Corporation. Prior to working in the strategy and research departments, Daniel was an internal consultant in the information technology department where he evaluated and sold decisioning software. Daniel received his MBA from Stanford University and his BS from the University of Virginia.

Criag Burr - Limited Partner
Mr. Burr is a founder of Burr, Egan, Deleage & Co., a private investment firm with over $400 million under management. Mr. Burr's career has been devoted almost exclusively to venture capital activities, and he has backed numerous leading growth companies in a variety of different industries. Previously, Mr. Burr was a Partner at TA Associates. He has been a member of the Board of Directors of the New England Venture Capital Association. He serves on the Boards of Directors of several private companies. Mr. Burr received his BA, cum laude, from Harvard College and his MBA from Harvard Business School.

Dave Carver - Limited Partner
Mr.Carver is a co-founder of Search Fund Partners. He is on the board of ProService Hawaii, iNet Interactive and VCP Health Care Services. He is an observer of the iVize Board. David spent thirty years as an executive in the high tech industry, and has extensive experience in all phases of business, including M&A, fund-raising, corporate strategy and operations. He was CEO of HiFive!, an application service provider; CEO of Hipbone Networks, an online collaboration company; EVP and GM at Network Associates; COO of Network General; EIR at Institutional Venture Partners; and an executive at Hewlett-Packard, including ten years in the professional service/software divisions of HP. Dave has an MBA from the Stanford Graduate School of Business and a B.S. in Mathematics from the University of Arkansas.

Dave Dodson - Limited Partner
Mr. Dodson is currently a managing director of Headwaters MB, a middle market merchant bank that serves client companies with revenue between $15M and $300M. Mr. Dodson has been the CEO or Chairman of six middle market companies, and has acquired and/or sold 55 companies in that capacity. He has led multiple capital raises as CEO or Chairman with a range of private equity firms, including TA Associates, Housatonic Partners, the Centennial Funds, and Alta Communications Partners. He currently serves as Chairman of Wind River Management Inc. Prior to his entrepreneurial and private equity career, Mr. Dodson worked for McKinsey & Company. He holds both undergraduate and MBA degrees from Stanford University.

Bill Egan - Limited Partner
Mr. Egan is a founder and General Partner of Alta Communications, a Boston-based private equity firm with $1.5 billion of capital under management. 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. Bill received a degree in Economics from Fairfield University and an MBA from the University of Pennsylvania's Wharton School of Finance.

Rich Kelley - Limited Partner
Mr. Kelley is a co-founder of Search Fund Partners, having started the firm in 2004. He currently serves on the Boards of Directors of San Francisco Legal, Celebrity Kids, H&R Accounts and Asset Recovery Corporation. Rich Kelley 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 two small hotels (Stanford Terrace Inn and Lake Merritt Hotel), developer of houses and subdivisions, owner of office buildings, investor in successful tech start-ups (Coinstar, PLX Technology, Corcept Therapeutics). Rich has an an MBA and a BA from Stanford.

Joe Niehaus - Limited Partner
Mr. Niehaus was a Managing Director at Hellman & Friedman before joining Housatonic Partners in 2001. During his twelve-year career at Hellman & Friedman, he was involved in several of the Firm's recurring services, media and communications investments including Eller Media, Falcon Cable, and Mitchell International. Earlier in his career, Mr. Niehaus was employed in the Merchant Banking and Mergers and Acquisitions departments at Morgan Stanley & Co.
He is a Director of Braden Partners, LP; California Communications, LLC; Convergent Broadcasting, LLC; Momentum Media, LLC; Precis Communications, LLC; and South Florida Media Group, LLC. Mr. Niehaus is a graduate of Dartmouth College and the Harvard Business School.

Micheal O'Connell - Limited Partner
Mr. O’Connell is currently the Managing Director of M2O Investments, a family investment fund. He was formerly the Managing Director and President of Anhalt, O’Connell & Steffanci, Inc., an investment management firm specializing in debt securities with $1 billion under management. Previously, Mr. O’Connell owned and operated the National Lines Bureau, a ship mooring company for the Los Angeles and Long Beach Harbors. He is currently an investor in over 20 private companies. Mr. O’Connell received a BA, with high honors, from Harvard College and an MBA from Harvard Business School.

James Southern III - Limited Partner
Mr. Southern is the CEO and President of Continental Fire & Safety Services, a privately held company serving the fire suppression industry. Previously, Mr. Southern was the Chairman and CEO of Uniform Printing, a highly successful niche printing business, which he purchased in 1984 in a leveraged buyout. His successful management of Uniform Printing provided investors with more than a 50% IRR to investors over the ten years of his tenure. Mr. Southern received his BA from Southwestern University and earned an MBA from Harvard Business School.

Howard Stevenson - Limited Partner
Professor Stevenson was recently appointed the Vice Provost for Harvard University Resources and Planning after service as Senior Associate Provost. At Harvard Business School he is Senior Associate Dean, Director of Publication Activities and the Sarofim-Rock Professor of Business Administration. The Sarofim-Rock Chair was established in 1982 to provide a continuing base for research and teaching in the field of entrepreneurship. Howard was a founder and first president of the Baupost Group, Inc. which manages partnerships investing in liquid securities for wealthy families. When he resigned from active management, Baupost assets had grown to over $400 million. He is now co-chairman of the Advisory Board of Baupost LLC, a registered investment company. He received his B.S. in mathematics, with distinction, from Stanford and his M.B.A., with high distinction, and D.B.A. degrees from Harvard University.

William Stevenson- Limited Partner
Prior to joining Building Engines Mr. Stevenson was partner at a boutique commercial real estate firm in Boston, helping to acquire and manage commercial real estate assets in the Northeast.  In addition Mr. Stevenson has 8 years of software product management and marketing experience ranging from angle funded startups to publicly traded software firms. He managed projects, including international equity trading systems, asset allocation and modeling software and college application automation process. Mr. Stevenson holds an MBA from Babson College, a Masters from Yale University and a BS from Union College.

Will Thorndike - Limited Partner
Mr. Thorndike founded Housatonic Partners in 1994. Prior to that, Mr. Thorndike worked with the Walker Publishing Company and T. Rowe Price Associates.

Mr. Thorndike is a graduate of Harvard College and the Stanford Graduate School of Business. He is a Director of Access Information Management; Alta Colleges; Continental Fire & Safety Services, LLC; Carillon Assisted Living, LLC; Rapid Communications, LLC; White Flower Farm, Inc. and a Trustee of the Groton School, the Boston Athenaeum, and the College of the Atlantic.