DANA M. ADAMS
Founder & Managing Partner
Dana is the founder and Managing Partner of Decatur Road Capital. Dana is responsible for the daily operations of Decatur Road Capital and will join the acquired company’s management to lead the day-to-day operations.
Prior to Decatur Road Capital, he worked as a management consultant at McKinsey & Company, a leading management consulting firm, where he gained extensive experience isolating, diagnosing, and structuring complex business problems and leading both internal and client teams to drive organizational and operational change. Dana provided guidance for senior level management across a variety of industries on topics including due diligence, operational transformations, organizational design, and operational efficiency. Dana has tangible track record of creating value for his clients and has used data-driven analysis and sound recommendations to drive organizations to action.
Prior to McKinsey, Dana was an Assistant State Attorney at the Miami-Dade State Attorney’s Office. While at the State Attorney’s Office Dana represented the State of Florida in the prosecution of criminal cases and tried 25+ jury trials for offenses including armed robbery, attempted murder and other offenses.
Dana received an MBA from the University of Virginia Darden School of Business where he focused on general management and entrepreneurship. He earned a BA in Business Administration from the University of Miami with a major in Finance. Dana is also a licensed attorney who earned his law degree from the University of Georgia. He grew up in Newark, NJ and currently lives in Atlanta, GA.
Select Institutional and Individual Investors
Jeff Stevens has 20 years of experience structuring, operating and investing in search fund companies. Jeff has managed three funded searches during the period from 1990-2005, each one culminating in the acquisition of a lower middle market company. Jeff understands the elements of the search fund model that drive success. In addition, Jeff's relationships with other experienced, successful search fund investors and current search fund principals allows Anacapa Partners access to invest in concert with a group that has been participating in this business model for over 20 years.
Prior to founding Anacapa Partners, Jeff was the CEO of three venture-backed buyouts – Balkin Cable Holdings (cable television system operator), Ancora Capital (mail presort), and Liberty Fitness (women's fitness centers). Following these three buyouts, Jeff founded Deeelish! (manufacturer/retailer of ready-to-cook gourmet meals). In each of Jeff's four ventures he has maintained responsibility for all aspects of sourcing acquisition/start-up opportunities, including identifying potential targets, industry analysis, company specific due diligence, and fundraising (debt and equity) to complete the transaction. Following the completion of each acquisition Jeff became the senior executive of the acquired company with direct reporting responsibility to a shareholder group and Board of Directors. Prior to beginning his entrepreneurial path Jeff was an Associate Consultant at Bain & Company. Jeff received his Bachelor of Arts and MBA from Stanford University, and remains actively involved in the Stanford community. He participates in classroom case discussion for entrepreneurship courses at the Graduate School of Business, serves as a mentor for students participating in a two-quarter business planning course, and volunteers in numerous capacities for the Center for Entrepreneurial Studies. Jeff is also a member of the Ford Committee at DAPER.
Jeff is a member of the Board of Directors of developerprogram.com, EZ Shipper Racks, KGHP, mTAB, PEC Safety, Recruit Military, and Sage Data Security.
Ashley has over 15 years of experience advising, operating and investing in high growth venture and private equity backed companies. Serving in corporate development, finance and legal roles Ashley has supported companies through periods of rapid growth by creating and executing business and capital strategies, negotiating complex transactions, building management teams, and managing transformational events in a company’s lifecycle. From 2002 to 2011, Ashley was a member of the senior team at Asurion Corporation, the most successful search fund operating company to date, as the Company’s first in-house counsel and later head of Corporate Development. During this time, she led the execution of multiple transformative acquisitions, an equity recapitalization of the company and multiple subsequent leveraged recapitalizations and advised on the Company’s international expansion in Asia, Europe and Latin America. More recently, Ashley was Vice President of Transactions and General Counsel at Sunrun, a residential solar company, where she led the project finance and legal teams through the raise of over $500 million in proceeds through equity, debt and project finance transactions and was instrumental in developing the strategy and establishing the infrastructure necessary to support the company’s rapid growth. Prior to her operational experience, Ashley was a corporate associate at Venture Law Group in Silicon Valley and Riordan & McKinzie in Los Angeles and served as a law clerk to the Honorable Emilio M. Garza on the Fifth Circuit Court of Appeals. Ashley graduated Phi Beta Kappa from UC, Santa Barbara and Order of the Coif from UCLA Law School.
Ashley is a member of the Board of Directors of HousingWire and is a Board Observer and EZ Shipper Racks and PEC Safety.
Matthew Burr is a general partner at Matland Capital, where he is responsible for a hedge fund portfolio and is also active in making private investments. 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. Mr. Burr is currently a board member of HousingWire and is a board observer of In Charge Electric and OneSource Water. Mr. Burr received his BA, cum laude, from Harvard University.
Endurance Search Partners
Rich is an entrepreneur in the truest sense - he sees opportunities, builds businesses that fill needs, and creates lasting growth. In 1987, he founded NIP Group, a national leader in insurance brokering and risk management. He quickly saw a need to improve the HR model for small businesses, and founded Extensis Group. Since being in business for two decades, Extensis Group has become a national leader in HR solutions for small and mid-sized businesses. He is CEO of both companies.
True to his life-long entrepreneurial spirit, he now enjoys partnering with and mentoring search fund entrepreneurs. As an active search fund investor, he works closely with searchers at every stage to find, buy and build successful companies. He is well known for his availability, engagement level and is sought after for his practical business advice.
Rich serves on the board of Housing Wire, KGHP, PEC Safety, Sage Data Security, Windley Ely and World Wide Security.
Lawrence J. Dunn III
Larry is a talented business leader with over 25 years’ experience. He has generated substantial value in high growth environments by delivering solutions in a wide array of areas, including organizational strategy, corporate development, financial reporting, cost reduction, cash flow and working capital management, and process improvement. In addition to his role at Endurance he is the CFO of NIP Group. Prior to joining NIP Group, he was Managing Director at Ally Financial and a Director of M&A and divisional CFO at AIG Group. He began his career at KPMG. Larry graduated from Pace University with a BBA in Accounting with highest honors. Larry is also a Certified Public Accountant.
Larry, similar to Rich, enjoys working closely with searchers at every stage supporting their goals to build a great company while becoming a highly successful CEO. He is committed to lend his expertise to, and generously collaborates with, all members of the search fund community.
Larry serves on the board of Housing Wire and World Wide Security
Kent Weaver is currently executive Chairman and former CEO of Progressive Home Care, a Northern California-based health care company. Previously, Mr. Weaver held executive positions in marketing and product management for a VC-backed marketing automation startup, as a regional CFO and business analyst in Pepsico's Pizza Hut Division, and as a management consultant at Ernst & Young.
He received his MBA from the Fully Employed Program at the University of California, Los Angeles and BS in finance from the University of Southern California. He is a member of the Board of Directors at Integra Partners, Change Academy Lake of the Ozarks, T-Base Communications, and Neuro International.
Pacific Lake Partners
Jim Southern is a Co-Founder and Managing Member of Pacific Lake Partners and a successful Search Fund entrepreneur. Once himself a beneficiary of the model, Jim launched the first Search Fund in 1984 under the mentorship of then Harvard Business School professor H. Irving Grousbeck. This fund resulted in the acquisition of Uniform Printing, a $43 million printer of specialty insurance documents. Jim served as the company’s CEO and Chairman for 10 years. Investor returns under Jim's tenure as CEO were 24x the acquisition capital.
Jim has invested in over 75 Search Funds as an individual investor and with Pacific Lake. He currently serves on the Board of Directors of AlphaCredit, Raptor Technologies, FastSpring, Developerprogram.com, Little Sprouts, Vector Disease Control, Scottish American, Arizona College and Boca Executive Realty. He is often a guest speaker on the Search Fund model at Stanford's Graduate School of Business and Harvard Business School and is the subject of an HBS case on his first Search Fund acquisition. Jim holds an MBA from Harvard Business School, where he is an Entrepreneur-In-Residence, and resides in Wolfeboro, NH, and Boston, MA.
Coley Andrews is a Co-Founder and Managing Member of Pacific Lake Partners. Since co-founding the firm with Jim Southern in 2009, Coley has worked with over 50 Search Funds. He currently serves as a Director at Inspired eLearning, Aquavita, dESCO, and Data Fusion Technologies and as a Board Visitor at AlphaCredit, Raptor Technologies, Scottish American, Arizona College, and Vector Disease Control International.
Prior to forming Pacific Lake, Coley worked at Tech For Less, a Colorado Springs-based distributor of new and refurbished consumer and enterprise electronics owned by two successful Search Fund entrepreneurs. Coley was also an Associate at Golden Gate Capital, a private equity firm based in San Francisco, after beginning his career at The Parthenon Group, an international strategic consulting firm.
Coley graduated from Dartmouth College with a degree in history and earned his MBA at Stanford’s Graduate School of Business. Coley, his wife Alisa, and their four children reside outside Boston, MA.
Triology Search Parnters
Scott is based in TSP’s office in Bellevue, WA. Previously, Scott was on the investing team of Trilogy Equity Partners. 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 and has an MBA from Harvard Business School. He serves on the boards of Botanical Designs, Inspired eLearning, eRequester, Market Equipment, and ProPoint Solutions.
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 is also a Partner of Trilogy Equity Partners and lives in Marin County, California. Cregg previously served on the boards of Asurion and Pacific Pulmonary and currently serves on the boards of ABS, Dynamic Growth Dental Support, and ResponseLink. He is a board observer at TDRand BEX Realty.
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 led 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 the boards of Falcon Critical Care Transport, Morningside Translations, and Kantola Training Solutions, among a number of other for-profit and non-profit boards.
Mark Anderegg is Chairman of Little Sprouts, a Boston-based provider of early education centers, which he led the acquisition of in 2012. The company grew at a CAGR of 25% during Mark’s six-year tenure as CEO and is now the largest private preschool company in New England.
Mark is also an active private company investor and board member. Earlier in his career, Mark was an investment banker with Goldman Sachs, first in New York and later in Chicago. He subsequently worked as a private equity investor with Chicago Growth Partners, a middle-market buyout fund, where he focused on investments in the education industry.
Mark received his B.A. in Economics, magna cum laude, from Vanderbilt University and his MBA from the Kellogg School of Management at Northwestern University.