Overview

Gender

male

Investor Type

Investment Partner

Managing Director and founding member of the Technology Division of Wells Fargo Strategic Capital (merchant bank), a multi-strategy growth capital and private equity investment vehicle, based in Palo Alto, California. In 2020, named a top 50 venture investor by Global Corporate Venturing.

Operationally-oriented lean/6-sigma trained, private investment professional with over 15 years of transaction experience across multiple sub/asset classes including early-stage (Series A-B), growth equity (Series C-F), private equity (mid-market buyout), mezzanine debt and special situations. Experience across multiple market cycles, evaluating and executing deals in a variety of sectors including, PropTech, logistics tech, application software (AI/ML), broadcast and digital media, consumer electronics and packaged goods, as well as food and retail.

Experience opening new offices as well as recruiting, building (0 - 20 FTEs), training, and managing cross-functional teams. Establishing and managing outbound and partnership-driven deal sourcing strategies, driving top quartile deal flow outcomes, per David Teten deal flow benchmarking research.

Experience fundraising from institutional limited partners (U.S. public pensions, sovereign wealth funds, fund-of-funds investors, and North American family offices). Experience bidding on co-investment separate account programs.