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Investors Results - Southlake, Texas


Charles Coffman Southlake, Texas, United States

Position: Associate

Specialties: Private Equity Fund, Instiutional Investors

Minimum Investment: $10,000,000

Maximum Investment: $30,000,000

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

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

Charlie Shapiro Southlake, Texas, United States

Position: Associate

Specialties: Private Equity Fund, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $20,000,000

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

Stage Preference: MBO/LBO, Recapitalization

Dan Burkhart Southlake, Texas, United States

Position: Associate

Specialties: Private Equity Fund, Instiutional Investors

Minimum Investment: $20,000,000

Maximum Investment: $300,000,000

Assets Under Management: $4,300,000,000

Stage Preference: Acquisition, Recapitalization

Daniel Lynn Southlake, Texas, United States

Position: Vice President

Specialties: Private Equity Fund, Instiutional Investors

Minimum Investment: N/A

Maximum Investment: N/A

Assets Under Management: C$150,000,000

Stage Preference: Seed, Startup, Early Stage

David Baum Southlake, Texas, United States

Position: Managing Director

Specialties: Venture Capital Fund, Instiutional Investors

David Fishman Southlake, Texas, United States

Position: Managing Director

Specialties: Private Equity Fund, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $30,000,000

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

Stage Preference: Expansion, MBO/LBO, Recapitalization, Restructuring, Consolidation, Corporate Divestiture, Spinout

David Matthews Southlake, Texas, United States

Position: Principal

Specialties: Private Equity Fund, Instiutional Investors

Minimum Investment: $10,000,000

Maximum Investment: $75,000,000

Assets Under Management: $580,000,000

Stage Preference: MBO/LBO, Turnaround, Recapitalization, Restructuring, Special Situations, Corporate Divestiture, Secondary Purchase

David Ragins Southlake, Texas, United States

Position: Managing Director

Specialties: Private Equity Fund, Instiutional Investors

Minimum Investment: $15,000,000

Maximum Investment: $75,000,000

Assets Under Management: $865,000,000

Stage Preference: Expansion, MBO/LBO, Recapitalization

David Simpson Southlake, Texas, United States

Position: Principal

Specialties: Private Equity Fund, Instiutional Investors

Minimum Investment: N/A

Maximum Investment: N/A

Assets Under Management: € 100,000,000

Stage Preference: Seed, Startup, Early Stage



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