Our broad group of investors is comprised of high-net worth individuals, institutional funds, and a family office. They bring experience, wisdom, and value to growing a business.
Ken Alston was co-founder and executive chairman of Eventide Risk Management and its subsidiaries, Southern California Risk Management and Medical Audit and Management, a recognized leader within the workers’ compensation and insurance industry. Under his leadership, the company achieved rapid organic growth where revenues and employees doubled and EBITDA almost tripled in less than two years. In July 2006, the company was acquired for over ten times invested equity capital – an IRR of over 250%. Today, the combined company generates revenue in excess of $370 million. Previously, Ken was co-founder and managing director of Eventide Management where he focused on the origination, analysis, and structuring of investment opportunities resulting in the acquisition of Southern California Risk Management. Before NDV and Eventide, Ken founded an early-market company, which was part of the University of Southern California business incubator, EC2. The company was ultimately acquired by a JP Morgan venture-backed fund. Ken holds an MA from Columbia University and an MBA from Thunderbird where he was an endowed scholar in entrepreneurship. He has been a periodic lecturer on the subject of entrepreneurship at the University of Southern California and is a former member of Vistage International (TEC), a chief executive leadership organization.
Scott is a private investor managing a portfolio of equity and real estate investments for his personal account. Scott Asen graduated from Harvard College in 1966. In 1966 and 1967 he co-authored How to Make Money Selling Stock Options. Scott joined Mitchell, Hutchins & Co. in 1967 where he worked in the investment advisory department with responsibility for research on small technology stocks.
Between 1969 and 1974, Scott was a portfolio manager with Research and Science Investors, a New York based venture capital and money management firm. From 1974 until 1977, Scott was self-employed as a journalist specializing in reporting on municipal finance issues. In 1977, Scott became a general partner of Pioneer Ventures, a group of venture capital and special situations entities created by a wealthy New York investor. Throughout the following two decades, Scott had primary responsibility for managing the various Pioneer Ventures entities.
At present, Scott sits on the boards of three privately held companies. He is a Trustee of Groton School and The Paris Review and a board member of the Mt. Desert Land and Garden Preserve.
Tomas Bergstrand is the founder of Archipelago Ventures, LLC, a Boston-based private investment firm established in 2008. Archipelago Ventures serve as a vehicle for diversifying assets into privately held investments. Since its founding, Archipelago has made investments in search funds, search fund acquisitions and in select startup ventures in the United States and in Europe.
Prior to Archipelago Ventures, Tomas owned and managed a custom boat building business based in Massachusetts. He also served as chief financial officer at institutional brokerage Enskilda Securities, Inc in New York City and held operational positions for the Swedish banking group SEB in Singapore and the United States. Tomas holds a Master’s degree in Finance from the School of International and Public Affairs at Columbia University and a Bachelor’s degree from Bryant University in Rhode Island.
Brad Brown is a senior member of McKinsey & Company’s Business Technology Practice in North America and is a leader in McKinsey's Big Data and Digital practices. He also leads McKinsey's Center for Business Technology, the Firm's research arm on emerging technology trends. Brad holds a Bachelor’s degree in Engineering from Dartmouth College, and an MBA from the University of Pennsylvania's Wharton School of Business. His search fund investment efforts are profiled at his website http://bradfordbrown.com/
Craig Burr was a founder of Burr, Egan, Deleage & Co., a private investment firm. Craig’s career has been devoted almost exclusively to venture capital and private equity activities, having founded Burr, Egan, Deleage & Co. in 1979. Previously, Craig was a Partner at TA Associates. In addition, he has been a member of the Board of Directors of the New England Venture Capital Association and currently serves on the Board of Directors of several private companies. Craig received his Bachelor’s Degree, cum laude, from Harvard College and his M.B.A. from Harvard Business School.
Matthew Burr is a general partner at Matland Capital, where he is responsible for a hedge fund portfolio. He previously worked at Cambridge Associates, where he was a hedge fund analyst and also assisted universities, foundations, and high net worth families with asset allocation, investment manager selection, and market research. Matthew received his BA, cum laude, from Harvard University, and has a master’s degree from Duke University in Environmental Management.
Mr. Thomas N. Matlack is a Co-Founder and Director of Good Men Media Inc., in 2009. Mr. Matlack was a Founder and Managing Partner of Megunticook Management Inc. Mr. Matlack’s investment expertise is in technology and has its impact on the media and communications industries.
He served as the Chief Financial Officer at the Providence Journal Company from April 1996 to February 1997, where he was instrumental in selling the cable unit for $1.4 billion to Continental Cablevision, taking the parent company public and then selling the company to A.H. Belo for $2.0 billion. He served as Vice President - Finance at the Providence Journal Company since September 1995. In addition, Mr. Matlack was involved in $250 million of venture investments at the Providence Journal Company. He also served as the Vice President of Finance from September 1995 to April 1996 and the Director of Financial Planning and Analysis from 1992 to September 1995 at the company. He has worked at Houghton Mifflin Company and Goldman, Sachs and Co.
He has led several venture investments in the technology arena, such as Art Technology Group, where he invested at a $7.5 million pre-money valuation and exited most of his investors at a $5 billion valuation. Mr. Matlack has been an Independent Director of LodgeNet Interactive Corporation since May 31, 2012. He serves on the Boards of Game Empire Enterprises LLC, Good Men Media Inc., Carescout, Datatrac, DataTV Networks, Publishing Group Of America, South Florida Media Group, Telephia, Passport New Media, Microgistics, Seismic Games Inc., and Learning Brands. Mr. Matlack is an Observer at Management Dynamics and Vercuity. He serves as a Member of Advisory Board at Grace Venture Partners. He served as Director of Art Technology Group Inc., since November 1997. Mr. Matlack was previously a Board Member at Choicelinx, and Lightship Telecom. He served as Chairman of the Investment Committee at Megunticook Fund, L.P. He is a C.F.A. Mr. Matlack holds an M.B.A. degree from the Yale School of Management and a B.A. from Wesleyan University.
Peter Schober has been in venture capital since the mid-1980s. He founded and runs Milk Street Ventures, a firm that specializes in secondary transactions involving the acquisition of stakes in venture-backed technology companies near liquidity events. Earlier in his career, Mr. Schober started and ran the international investment activity of Boston-based M/C Partners with an office in London. He helped develop business plans and recruited senior management teams for several sizeable telecommunications start-ups with recurring revenue models. Mr. Schober also co-founded MVP Ventures, investing in a wide range of sectors, including information technology, communications, hospitality, and industrial.
Throughout his career, Peter Schober has enjoyed working closely with entrepreneurs as they grow their businesses, frequently serving on their board of directors. Backing highly talented and ambitious search fund entrepreneurs is a natural extension of his interests and an important component of his personal investment activity. After growing up in Europe, Mr. Schober earned a bachelor’s degree in international economics from Georgetown University’s School of Foreign Service and an MBA from the Wharton School of Finance at University of Pennsylvania. As a Fellow at Penn’s Joseph H. Lauder Institute, he also received an MA in International Studies.
Graue Mill Partners
Robert S. Whitelaw
Mr. Whitelaw founded Graue Mill Partners, LLC ("GMP") in 2000 and has played an active role in its development and with oversight of the firm's investments. Previously, Mr. Whitelaw spent over twenty-five years as an investment banker to corporations of various sizes both domestically and abroad, advising in all areas of capital raising, corporate finance and mergers/acquisitions. Just prior to forming GMP, Mr. Whitelaw was Managing Director and Head of the Chicago corporate finance office for PaineWebber Group, where he re-established the firm's investment banking presence in the Midwest to leverage the middle-market, equity research driven focus of the firm.
Previous to this, Mr. Whitelaw served in various, increasingly senior roles at Merrill Lynch & Co. over nearly twenty years, both in New York City and Chicago, most recently as Managing Director and Head of the Midwest Financial Institutions Group. As a strategic advisor, he was responsible for a variety of industry shaping transactions, capital raising transactions and defensive assignments for clients including BancOne, First Illinois Corporation, National City Corporation, Firstbank Illinois, US Bancorp and Northern Trust Company.
More recently, Mr. Whitelaw has led GMP's efforts to refine its origination and investment focus in the Search Fund asset class, as the firm has successfully positioned itself as an active partner and unique resource to Search Fund Entrepreneurs in this very attractive alternative private equity investment category. In 2013, these efforts included the formation of an exclusive partnership with a well established, Chicago based asset advisory firm, which now serves as GMP's instituional capital partner behind its rapidly expanding portfolio of Search Fund investments. Mr. Whitelaw is currently an active member of the Board of Directors of Caravel Autism Health, a provider of pediatric behavioral therapy services, and an early GMP search fund portfolio company investment.
Mr. Whitelaw is an honors graduate of Vanderbilt University and the Kellogg Graduate School of Management at Northwestern University. He is a past Chair of the Wellness House Foundation Board of Directors, a former President and Board Member of the Hinsdale Golf Club and is currently a Director of the Western Golf Association/Evans Scholars Foundation, currently sitting on its Investment Committee.
Richard A. Bruder
Mr. Bruder has been managing private equity investments and partnerships for nearly 20 years. Prior to joining Graue Mill Partners in 2003, he was most focused on creating long term capital appreciation through participatory ownership with management. This overall theme of creating business environments that would motivate entrepreneurial executives, partners, and staff, laid the foundation for Mr. Bruder's work at GMP. Beginning in 1980, Mr. Bruder spent 20 years as a member of the Chicago Board Options Exchange and 18 years as a member of the Chicago Board of Trade. At the CBOE, Mr. Bruder was a long-standing member of the Board of Directors, the Executive Committee, and numerous standing committees. He also served on the Board of Trustees of the Cincinnati Stock Exchange. He continues to serve as a public member of the Business Conduct Committee of the CBOE.
Mr. Bruder most recently served on the Board of Directors of Out of Home Holdings Corporation, the parent of OOHA Wilkins Media, a leading global provider of independent out-of-home advertising services and a GMP search fund portfolio company. OOHH was one of GMP's early portfolio Search Fund investments, which the firm very successfully monetized in a 2015 recapitalization. He is a Director of Hinsdale Bank & Trust, a $1.9 billion community bank and a subsidiary of the $21 billion financial services holding company, Wintrust Financial Corporation (NASDAQ:WTFC), and sits on the Board of another Wintrust subsidiary, Tricom Funding, Inc., a premier provider of payroll, administrative and funding services.
Mr. Bruder is a past Chairman of the Board and CEO of the USO of Illinois, and continues to serve on the Board of Directors and Executive Committee. He is also the past Chairman of the Board of Trustees of Ride 2 Recovery, a military focused non-for-profit, and has been a member of the Board of Directors of numerous other philanthropic organizations. Mr. Bruder received a BA with honors from the University of Southern California. He also attended a Doctoral Studies program at the University of Delaware.
Mark D. Rothschild
Mr. Rothschild has been involved as an Advisory Board member of Graue Mill Partners for a number of years and now has recently joined GMP as a Partner. He continues to serve as the Chief Executive Officer of Iron Partners LLC, a Chicago-based multi-strategy, multi-manager fund of hedge funds. He led a group of investors that acquired controlling interest in Iron in July, 2007.
Prior to Iron Partners Mr. Rothschild was the Managing Partner of Sage Equity Partners LLC which provided strategic and financial advisory services to corporate clients, including: JD Edwards , Applied Films Corporation, Ball Aerospace Systems Engineering Group, Quicklink, IDES, C-COM and Webb Interactive Services. He served on the Board of Directors of eTrinsic, C-COM and Webb Interactive Services.
In 1996, Mr. Rothschild was named Co-Chief Executive Officer of International Language Engineering Corporation (“ILE”), a Boulder, CO software localization and translation services company. In 1997 he led the recapitalization of ILE by a prominent NYC private equity firm. He led the management team that grew ILE from 150 employees in 1996 to $24 million in revenues with 250 employees operating in five locations by 1999 when he left the company. ILE was merged with its largest U.S. competitor which was then was acquired by Lionbridge Technologies in 2000.
Mr. Rothschild served as a Vice President in the Corporate Finance Group of Kemper Securities . Prior to joining Kemper in 1994, Mr. Rothschild was a Founder and President of Memory Clearing Corporation, a startup company in San Francisco formed in 1989 to create a futures market in semiconductor memory products. Mr. Rothschild was a member of the Chicago Board Options Exchange from 1978 through 1989 and a member of the Pacific Stock Exchange from 1983 to 1989. He was elected to the Board of Governors of the Pacific Stock Exchange in 1987 and served through 1989. From June 1976 through October 1978 he worked for Harris Bank in Chicago (now owned by Bank of Montreal) where he was responsible for commercial banking relationships to a wide range of corporate clients in the Midwest.
Mr. Rothschild holds an MBA from the University of Michigan and a B.S. in Economics from Iowa State University.
Co-founding Managing Director of Relay Investments and based in the Boston office, Sandro learned about search funds in Prof Grousbeck’s class at Stanford in 1990. In early 1993, Sandro, along with Gunnar Bjorklund, Martin Steber and Nick Babchuck, co-founded Sverica International, where Sandro spent 20 years as a co-founding Partner. He currently serves on the Board of Oasis, an Ireland based document storage company, as well as a local non-profit, the Swedish School of Boston. During Sverica’s early days, Sandro served as President and CEO of Cameraworld.com, one of Sverica’s pre-fund portfolio companies that he sourced, managed and eventually sold. In earlier careers, Mr. Mina worked in the public and private sectors in a number of industries, including technology (United Nations Computing Centre and Storage Technology), banking (Citibank, Goldman Sachs & Co. and VISA) and telecommunications (consultant for a large European company).
Mr. Mina earned his BSc degree in Computer Engineering from Imperial College at the University of London and his MBA degree at the Graduate School of Business at Stanford University.
Martin S. Steber
Co-founding Managing Director of Relay Investments and is based in the Montreal office. In early 1993, Martin, along with Gunnar Bjorklund, Sandro Mina and Nick Babchuk, co-founded Sverica International. During his early tenure, Mr. Steber was CEO of two pre-fund investments in Birmingham, Alabama, Automatic Detection Systems Inc, an electronic security company, and AccuDocs LLC, a billing services company. Both of these entities were eventually sold to larger industry leaders.
Later, Mr. Steber was actively involved in raising Sverica’s first and second private equity funds. Mr. Steber retired from Sverica in late 2007 to relocate to Europe before returning to Montreal in 2011. He serves on the board of OASIS and D&S Investment, LLC as well as several other privately held companies, including companies acquired by Search Funds, such as UCITonline and Microdea.
Mr. Steber completed his BSc in Computer Engineering from Imperial College at the University of London and his MBA degree at the Graduate School of Business at Stanford University.
Search Fund Partners
David Carver is a co-founder of Search Fund Partners. He is on the board of iNet Interactive, FastSpring, Great Bay Software, Advanced Network Solutions, UnitedLayer, DataFusion, StaffOne, and Raptor Technologies.
David spent thirty years as an executive in the high tech industry, and has extensive experience in all phases of business, including M&A, fund-raising, corporate strategy and operations. He was CEO of HiFive!, an application service provider; CEO of Hipbone Networks, an online collaboration company; EVP and GM at Network Associates; COO of Network General; an EIR at Institutional Venture Partners; and an executive at Hewlett-Packard, including ten years in the professional service/software divisions of HP.
Dave has an MBA from Stanford Graduate School of Business and a B.S. in Mathematics from the University of Arkansas. Dave and his wife Julia have two sons, RJ and Sam. He is active in community and non-profit organizations, having founded the Redwood Chapter of National Junior Basketball serving 650 children.
Rich Kelley co-founded Search Fund Partners in 2004. He currently serves on the boards of Discovia, Pet Heaven, DCI, Lund Van Dyke, Verengo, Avadyne, RIA in a Box, ISC, and Medical Positioning, Inc.
Rich Kelley has been involved in numerous small businesses and start-up companies as an operator, owner, and investor. His varied experience includes: CFO of Score Learning Centers, CEO of San Jose Giants, General Partner of the Stanford Terrace Inn, developer of houses and subdivisions, owner of office buildings and hotels, investor in successful tech start-ups (Coinstar, PLX Technology, Corcept Therapeutics). He has also invested in many limited partnerships, including venture funds, and has been involved as a search fund investor since 1994.
Rich has an MBA from Stanford and a BA from Stanford. Rich and his wife Gina have two children, Riley and Sam. He has served as an elected school board trustee and is active with the Positive Coaching Alliance and Sustainable Conservation as an advisor.
Jim Edmunds joined Search Fund Partners in 2008 after running a company sourced through the search fund model. Jim and his partner found and acquired Celebrity Kids Portrait Studios, a leading provider of upscale children's photography in 2005. Jim served as President and CFO of the company. He currently participates on the boards of Microdea, Neuro International, Consumeraffairs.com, Gogotech, and UCIT Online.
Before launching a search fund, Jim was an Associate at McKinsey & Company in Palo Alto. Prior to attending business school, Jim conducted business development for PetSmart.com, managed a successful political campaign in Texas, and worked in Investment Banking and Equity Capital Markets at Bear Stearns.
Jim holds an MBA from the Stanford Graduate School of Business, where he was named a Siebel Scholar, and an A.B. in History from Harvard University. He is the treasurer of Building Futures Now, a non-profit dedicated to helping high potential students in East Palo Alto. He lives in Menlo Park with his wife Christine, daughters Emiko and Mika, and son Koji.
The Cambria Group
Paul L. (Lew) Davies III
Mr. Davies founded The Cambria Group in 1996 and is its Managing Principal. He is an experienced private equity investor, having previously been a Principal in the leveraged buyout groups of both Brentwood Associates and The Fremont Group. Mr. Davies brings experience in all stages of the private equity process — identifying and sourcing opportunities, arranging financing for transactions, building management teams at both the functional and executive levels, assisting with portfolio company acquisition and divestiture programs, and exiting investments. He currently serves on seven corporate boards, as well as serving on the Board of Overseers of the Hoover Institution and the Advisory Council of the Stanford University Graduate School of Business. Formerly, he was a National Trustee of the Boys & Girls Clubs of America, a Trustee of the Monterey Bay Aquarium, and Vice Chairman of the Board for Menlo School.
Previously, Mr. Davies worked for Bechtel Group, Inc., a leading international engineering-construction firm, in both operating and financial roles. Mr. Davies’ positions in project management, as well as field roles in procurement, construction and startup capacities, provided broad line management experience. In addition, Mr. Davies had leadership roles in Bechtel Enterprises, the company’s project financing and investment arm, having opened its office in Saudi Arabia, with responsibility for all Middle Eastern activity, and having worked in numerous capacities in its merchant banking activities. He also served on the team established to secure the release of company personnel trapped during Iraq’s invasion of Kuwait. Earlier, Mr. Davies worked in Chevron Corporation’s foreign operation staff and was the primary real estate analyst for the company’s U.S. and Canadian pension plans.
Mr. Davies holds a Bachelor’s degree in Industrial Engineering, with distinction, from Stanford University. He also received an MBA from Stanford’s Graduate School of Business, where he was an Arjay Miller Scholar.
Mr. Lajous is a Principal with The Cambria Group, working in the firm’s Menlo Park office. He participates in all aspects of Cambria’s activities, focusing equally on originating and evaluating investment opportunities, negotiating and arranging financing for transactions, and providing oversight for the firm’s portfolio companies. He has experience both as a member of and observer to the boards of directors of several private companies.
Prior to joining Cambria, Mr. Lajous was a consultant at The Boston Consulting Group, a boutique management consulting firm, working in Dallas, Texas and Buenos Aires, Argentina. At BCG, he advised clients in the transportation, energy and telecommunications industries on a variety of issues ranging from strategy and operations to merger and acquisition activity and due diligence. Earlier, Mr. Lajous focused on logistics and operations in the consumer packaged goods industries, working for Procter & Gamble in Canada and Mexico, as well as Pillsbury in Canada. He also draws on broad experience developed leading projects in inventory control and supply chain management for these companies.
Mr. Lajous earned a Bachelor of Applied Science in Industrial Engineering from the University of Toronto, earning the W.S. Wilson Medal for academic excellence. He subsequently received an MBA from the University of Pennsylvania’s Wharton School.
The Operand Group
Michael Miles is a veteran of 18 search fund investments since 2009. He has served as a board member and trusted advisor for many search fund-backed enterprises, including successful outcomes with Innflux and Midwest Supplies.
Michael also has 25+ years of experience building, growing and operating recruiting businesses. In 1988, Michael founded SeatonCorp, a leading provider of recruiting, vendor-on-premise staffing and end-to-end supplier management solutions for strategic users of contingent labor. In 2014, Michael and his investor group sold SeatonCorp to True Blue (NYSE: TBI). Under Michael’s leadership, SeatonCorp grew from a staff of two to one of Crain’s “Largest Privately Held Companies” in Chicago, with more than 2,500 employees. SeatonCorp achieved consistent, organic growth resulting in a 20%+ compounded annual growth rate over a 25-year period, earning more than $700 million in revenue during 2014. Michael has been recognized with several awards including: the Staffing Industry Analysts’ Peter Yessne Workforce Innovator Award, a finalist in the Ernst & Young Entrepreneur Of The Year® program, and is listed on The Staffing 100 (the 100 most influential people in the staffing industry). In 2012, Michael founded INCubatoredu (non-for-profit), a national program teaching high school students how to start a business. In 2010, Michael the joined the private equity firm, Lake Capital, as an Operating Executive. Michael is a Board member at Workplace Answers, RIVS, Lund Van Dyke, Vokal, Olus Holdings, The Intersect Group, Insertech and Penn Foster. He is a member of the Economic Club of Chicago and earned a Bachelor of Science in Finance from Arizona State University.
Carlos is Co-Founder and Managing Director of The Operand Group. Prior to his current role, Carlos had 16 years of proprietary investment and operations experience in the equity derivatives industry. Carlos was Chief Investment Officer for Spot Trading in Chicago from 2009-2015, managing all Trading, Equity Research, Financial Engineering and front-office software development activities. Carlos led and motivated an organization of 60 professionals in the process. Prior to this experience, Carlos executed various trading roles successfully, and in so doing gained valuable process, technology, and management skills that he is eager to share with young entrepreneurs. When not investing in searchers, Carlos is actively involved in the not-for-profit world, as a Director for the Barrington Area Community Foundation and a Founding Board Member of INCubatorEdu. Carlos received his undergraduate degree in Civil Engineering from The Georgia Institute of Technology and his MBA from the University of Chicago Booth.
Trilogy Search Partners
Scott is based in TSP’s office in Bellevue, WA. He serves on the boards of Inspired eLearning and Rogers Software Development. Previously, Scott was on the investing team of Trilogy Equity Partners, where he is still a Partner. Prior to Trilogy, Scott spent 11 years at Western Wireless Corporation in various roles, including Chief Financial Officer of Western Wireless International which operated mobile networks in Europe, Africa, South America and the Caribbean. Scott graduated from Whitman College, where he serves on the Board of Overseers, and he has an MBA from Harvard Business School.
Cregg is based in TSP’s Bay Area office. Previously, Cregg served as Executive Vice President – Finance, Strategy and Development for VoiceStream Wireless (now T-Mobile US). In addition, he served as SVP – Corporate Development of both VoiceStream and Western Wireless Corporation. Prior to his wireless career, Cregg worked at The First Boston Corporation. Cregg received his BS and MBA degrees from Indiana University. He lives in Marin County, California and is a trustee of Marin Academy. Cregg is also a Partner of Trilogy Equity Partners and serves on the boards of Asurion and ResponseLink and on the advisory board of HarvestWest Investments.
Mitch is based in TSP’s Bay Area office. Mitch was a Managing Director of Hellman & Friedman from 1989 until 2008, where he sourced and oversaw portfolio investments, as well as lead the firm’s fundraising and client relations. Mitch worked closely with other Trilogy partners while representing Hellman & Friedman on the boards of Western Wireless and VoiceStream. Prior to Hellman & Friedman, he was an Associate at Shearson Lehman Hutton. Recently, Mitch has been managing his family office, investing in a range of private companies. He graduated from the McIntire School of Commerce at the University of Virginia. Mitch lives in Marin County, California and serves on a number of for-profit and non-profit boards.
Michael O’Connell is the Senior Managing Director at M2O, Inc. He oversees the assessment of investment opportunities and reviews the ongoing performance of portfolio companies. For most of his career, Michael was President and Managing Director of Anhalt, O’Connell &Steffanci Inc., a Los Angeles-based investment management firm with almost $1 billion under management.
In 1992, Michael purchased the National Lines Bureau, a ship mooring company operating at the Los Angeles and Long Beach harbors, the largest (combined) commercial port in America. This initial, successful investment prompted many more and Michael soon shifted his focus from investment management to venture capital. Today, he leads M2O with a portfolio of more than 40 companies. Michael also sits on the board of American Biosurgical Inc., Veri-Tax, and Yates & Associates Insurance. Michael holds a B.A., with high honors, from Harvard College and an MBA from Harvard Business School.
Michael-Kevin (M-K) O’Connell joined M2O, Inc. as a Managing Director in 2009. He is responsible for sourcing and reviewing new investment opportunities as well as monitoring the performance of portfolio companies. Prior to joining M2O, M-K was a Manager with L.E.K. Consulting. During his tenure there, M-K led project teams across a diverse range of industries and business issues. His projects included the strategic due diligence of a $1 billion building materials company, the development of a customer contact and support strategy for a legacy airline, the strategic realignment and long-term plan for a major Los Angeles attraction, and the strategic due diligence of a leading equipment supplier to solar cell manufacturers.
Before L.E.K., M-K worked in commercial real estate as the Director of Research for CB Richard Ellis in New England. M-K also sits on the board at Origo Commodities Management and is an advisor to Veri-Tax and Yates & Associates Insurance. M-K received his B.S, magna cum laude, from Boston College and his MBA from The Wharton School at the University of Pennsylvania where he was the recipient of the Thomas P. Gerrity Leadership Award for achieving “excellence in both academic and co-curricular pursuits.”