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Small Business Investment Company Results - Boston, Massachusetts, United States Of America


Austin Montevecchio Boston, Massachusetts, United States

Position: Analyst

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $3,000,000

Maximum Investment: $20,000,000

Assets Under Management: $500,000,000

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

B. Lance Sauerteig Boston, Massachusetts, 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

Bilal Rashid Boston, Massachusetts, United States

Position: Chairman and CEO

Specialties: Small Business Investment Company, Instiutional Investors

Brad Morton Boston, Massachusetts, United States

Position: CFO

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $2,000,000

Maximum Investment: $10,000,000

Assets Under Management: $250,000,000

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

Brian Tilley Boston, Massachusetts, United States

Position: 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

Don Stockton Boston, Massachusetts, United States

Position: Operating Partner

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

Doug Golan Boston, Massachusetts, United States

Position: Assistant Vice President

Specialties: Small Business Investment Company, Instiutional Investors

Jack Surma Boston, Massachusetts, United States

Position: Associate

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $3,000,000

Maximum Investment: $20,000,000

Assets Under Management: $500,000,000

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

Jay Goldberg Boston, Massachusetts, United States

Position: Senior Managing Director

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $2,000,000

Maximum Investment: $6,000,000

Assets Under Management: $170,000,000

Stage Preference: Early Stage



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