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


Carter Owen Wellesley, Massachusetts, United States

Position: Director of Business Development

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $3,000,000

Maximum Investment: $8,000,000

Assets Under Management: $360,000,000

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

D.J. Lipke Cambridge, Massachusetts, United States

Position: Vice President

Specialties: Small Business Investment Company, Instiutional Investors

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

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

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

Elliot Hambrecht Cambridge, Massachusetts, United States

Position: Associate

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

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

Janet James Wellesley, Massachusetts, United States

Position: General Partner and COO

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $500,000

Maximum Investment: $25,000,000

Assets Under Management: $850,000,000

Stage Preference: Early Stage, Expansion



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