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Small Business Investment Company Results - Investors


Justin Haney Evanston, Illinois, United States

Position: Senior Associate

Specialties: Small Business Investment Company, Instiutional Investors

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

Justin Kaplan Chicago, Illinois, United States

Position: Partner

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $10,000,000

Maximum Investment: $50,000,000

Assets Under Management: $835,000,000

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

K. Colton Braud San Francisco, California, United States

Position: Managing Director

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $75,000,000

Assets Under Management: $4,400,000,000

Stage Preference: Expansion, Later Stage, MBO/LBO, Acquisition, Recapitalization, Ownership Transition

Kacy Rozelle Grand Rapids, Michigan, United States

Position: Managing Partner

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $15,000,000

Assets Under Management: $200,000,000

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

Katie Szczepaniak Rice San Francisco, California, United States

Position: Venture Associate

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $250,000

Maximum Investment: $1,000,000

Assets Under Management: $310,000,000

Stage Preference: Early Stage, Expansion

Katie Walker San Francisco, California, United States

Position: Vice President

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: € 100,000

Maximum Investment: € 2,000,000

Assets Under Management: € 23,000,000

Stage Preference: Seed, Startup, Early Stage

Keith Bares Boston, Massachusetts, United States

Position: Managing Partner and Co-Founder

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $3,000,000

Maximum Investment: $12,000,000

Assets Under Management: $225,000,000

Stage Preference: Expansion, Later Stage, MBO/LBO, Acquisition, Recapitalization, Restructuring, Consolidation, Special Situations

Keith Butcher Peabody, Massachusetts, United States

Position: Managing Partner

Specialties: Small Business Investment Company, Instiutional Investors

Keith Pennell Menlo Park, California, United States

Position: Managing Partner

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: N/A

Maximum Investment: N/A

Assets Under Management: $1,000,000,000

Stage Preference: Expansion



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