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Small Business Investment Company Results - Investors


Andre Barrett

Position: Managing Director

Specialties: Small Business Investment Company, Instiutional Investors

Accreditation Status: Non-Accredited Investor

Firm Type: Small Business Investment Company

Investor Type: Institutional Investor

Stage Preference: Expansion, MBO/LBO, Acquisition

Andrea Meyer Palo Alto, California, United States

Position: Vice President

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $2,000,000

Maximum Investment: $15,000,000

Assets Under Management: $400,000,000

Stage Preference: Expansion, MBO/LBO, Recapitalization

Andrea Short San Francisco, California, United States

Position: Senior Vice President and CFO

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $200,000

Maximum Investment: $750,000

Assets Under Management: $3,000,000

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

Andrew White Los Angeles, California, United States

Position: Vice President

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

Andy Tatman Greenwich, Connecticut, United States

Position: Partner

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

Angie Kuna Menlo Park, California, United States

Position: CFO

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $7,000,000

Maximum Investment: $20,000,000

Assets Under Management: $400,000,000

Stage Preference: Expansion, MBO/LBO, Turnaround, Recapitalization, Going Private, Corporate Divestiture

Ankit Aggarwal New York, New York, United States

Position: Associate

Specialties: Small Business Investment Company, Instiutional Investors

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

Anthony Caringi Brisbane, California, United States

Position: Partner

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $4,000,000

Maximum Investment: $20,000,000

Assets Under Management: $425,000,000

Stage Preference: Expansion, MBO/LBO, Acquisition

Anthony Danielak Chicago, Illinois, United States

Position: Vice President

Specialties: Small Business Investment Company, Instiutional Investors

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



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