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Small Business Investment Company Results - Investors


Daniel Phlegar New York, New York, United States

Position: Founding Partner

Specialties: Small Business Investment Company, Instiutional Investors

Daniel Williams Chicago, Illinois, United States

Position: Managing Director

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $3,000,000

Maximum Investment: $10,000,000

Assets Under Management: $150,000,000

Stage Preference: Expansion, MBO/LBO, Acquisition, Recapitalization

Daniel Yardley Miami, Florida, United States

Position: Managing Director

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: € 5,000,000

Maximum Investment: € 50,000,000

Assets Under Management: € 460,000,000

Stage Preference: Expansion, Later Stage, MBO/LBO, Acquisition, Restructuring, Spinout

Darren Snyder Braintree, Massachusetts, United States

Position: Partner

Specialties: Small Business Investment Company, Instiutional Investors

Stage Preference: Expansion, MBO/LBO, Acquisition, Recapitalization

Dave Allen Cambridge, Massachusetts, United States

Position: Managing Director

Specialties: Small Business Investment Company, Instiutional Investors

David Christopher Buffalo Grove, Illinois, United States

Position: Managing Director - Southeast

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: € 5,000,000

Maximum Investment: € 50,000,000

Assets Under Management: € 460,000,000

Stage Preference: Expansion, Later Stage, MBO/LBO, Acquisition, Restructuring, Spinout

David Chu New York, New York, United States

Position: CFO

Specialties: Small Business Investment Company, Instiutional Investors

David Coit Santa Monica, California, United States

Position: Managing Director

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $2,000,000

Maximum Investment: $16,000,000

Assets Under Management: $115,000,000

Stage Preference: Expansion, MBO/LBO, Acquisition, Recapitalization, Corporate Divestiture

David Creasy Seattle, Washington, United States

Position: Senior Associate

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $3,000,000

Maximum Investment: $25,000,000

Assets Under Management: N/A

Stage Preference: Expansion, MBO/LBO, Acquisition, Recapitalization



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