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Investor Team

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Investor Team Investor Team Aspect Investors Andy Love Andy is the Founder and Managing Partner of Aspect Investors, LLC, a private investment firm focused on search funds. Prior to founding Aspect, Andy served as Chief Executive Officer of Behavioral Health Group (“BHG”), a substance abuse services company that he co-founded in 2006 and sold to the Frontenac Company in 2011. He formed BHG through a search fund that he co-founded, VantageCap Partners, in December 2003. Prior to founding BHG, Andy was a founding team member of Broadband Venture Partners, a Dallas-based growth equity firm focused on the telecommunications and enterprise software industries. Earlier in his career, he was an Associate Consultant with Bain & Company. Andy is also a recipient of the Ernst & Young Entrepreneur of the Year Award, Southwest Region (2011). Andy holds a BA in Plan II Honors, magna cum laude, from The University of Texas at Austin, where he graduated with Phi Beta Kappa honors and departmental distinction. He also holds an MBA from the Stanford Graduate School of Business and an MA from the Stanford University Graduate School of Education. Brad Buser Brad has a decade of private equity investment experience and has spent much of that time in an operationally-focused manner across a wide variety of industries and situations. Over his investment career. Brad has led or been a key team member on more than 20 executed transactions with a combined enterprise value exceeding $1.5 billion. Prior to joining Aspect Investors, Brad was a Principal at Insight Equity, a Dallas area-based operationally intensive middle-market private equity firm with over $1 billion in capital under management. During his nearly 7 years at Insight, he helped to lead transaction sourcing and execution efforts and spent considerable time on Boards and on the ground advising and managing portfolio companies via Insight’s “hands-on” investment strategy. Before Insight, Brad was an investment professional at Wind Point Partners, a Chicago-based private equity firm. Earlier, Brad was an Associate at the Boston Consulting Group in Chicago. Brad holds an MBA from Harvard Business School and graduated summa cum laude from the University of Notre Dame where he received his BBA in Finance. Brad is a CFA Charterholder and CPA. B.A. Cullum B.A. has extensive experience with acquisitions, business development, and real estate development. Prior to joining the Aspect team, he was the Director of Acquisitions & Business Development at ClubCorp, the largest owner/operator of private golf clubs, country clubs and business clubs in North America. During his time at ClubCorp, B.A. played a key role in the company’s acquisition of over $390 million worth of golf and country club properties. Previously, B.A. worked at JP DiNapoli Companies, a closely held real estate investment firm, and the Beck Group, a national construction and architecture company. Early in his career, B.A. was an analyst with the Dallas Cowboys, where he focused on the development of the Cowboys’ new stadium and management of the Jones family’s commercial real estate development projects. B.A. earned an MBA from the Stanford Graduate School of Business. He 1 also holds a Master in City Planning (MCP) from the Massachusetts Institute of Technology and a BA from Stanford University. LCM Group David Luttrell David is a Managing Director at LCM Group, a privately-owned diversified investment management company founded in 1988 with a focus in alternative asset investing. He previously served as Senior Economic Analyst and Special Assistant to President Richard Fisher at the Federal Reserve Bank of Dallas and worked in the Private Equity/Venture Capital Group at Makena Capital (Menlo Park, CA) and the Financial Institutions Group at Temasek Holdings (Singapore). David earned an M.B.A. degree from Stanford University’s Graduate School of Business. He also earned undergraduate magna cum laude honors with a B.S. in Economics and B.B.A. in Finance with a concentration in Alternative Assets from Southern Methodist University. David serves on the Board of Directors for HOI (Helping Others Internationally), a community and economic development NGO in Central America. He is also a Trustee of The Light Foundation and is the Founder and Director of Dallas-based Christian stewardship ministry Ambassadors Club. Peterson Partners JR De Agostini JR is a Vice President at Peterson Partners. Prior to joining Peterson Partners, JR was an investment banking associate with JP Morgan’s healthcare group in San Francisco. Prior to joining JP Morgan, JR served as a Navy SEAL team leader. JR received an MBA from Stanford Graduate School of Business and B.A. degrees in Economics from the University of Utah. Max Artz Max is a Vice President at Peterson Partners. Prior to joining Peterson Partners, Max worked as Chief of Staff at Flow Commerce. Prior to joining Flow, Max was the General Manager of China at The Aromatherapy Company, a New Zealand home goods company, based in Shanghai. Max began his career with The Royal Bank of Scotland in the International Banking division. Max received an MBA from the Stanford Graduate School of Business and a B.S. from Babson College. Search Fund Partners David Carver Dave is a co-founder of Search Fund Partners. He and his partner, Rich Kelley, have spent the last nine years developing and managing the SFP portfolio. He is on the board of iNet Interactive, Advanced Network Solutions, UnitedLayer, DataFusion, StaffOne, WebEquity, Raptor Technologies and VRI. 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 boys, RJ and Sam. He is active in community 2 and non-profit organizations, having founded the Redwood Chapter of National Junior Basketball serving 650 children. Rich Kelley Rich co-founded Search Fund Partners in 2004. He currently serves on the boards of SFL Data, HemaSource, 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 Jim 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 Ascentia, 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, daughter Emiko, and son Koji. Todd Tracey Todd joined Search Fund Partners in 2016 after acquiring, running, and successfully exiting HemaSource, a company he sourced through the search fund model. HemaSource is a distributor of medical disposable products to the blood therapies markets and at the time of the sale, it was one of the most successful ‘single searcher’ exits. Todd served as President and CEO of the company. He currently participates on the boards of ComplianceLine, TDR, Detroit Dental, and Elevated Billing Solutions. Prior to launching his search fund, Todd filled leadership roles in operations, sales, and finance for a variety of lower middle market companies. His broad industry background includes agriculture, telecommunications, web advertising and healthcare. He also worked as a Senior Associate for Mercer Management Consulting (now Oliver Wyman). Todd holds an MBA from the Kellogg School at Northwestern University where he was a Lerner Scholar and the Harry W. Gillies Management & Strategy Student of the Year. He graduated cum laude from Dartmouth College with an A.B. in Economics. Sovereign’s Capital Henry Kaestner Henry is a Co-Founder and previous CEO, and then Chairman of Bandwidth.com, a company that together with his business partner, David Morken, he has grown from $0 to $250 million in revenue. 3 The values of Bandwidth.com have always been: Faith, Family, Work and Fitness (in that order). Prior to co-founding Bandwidth.com Henry founded Chapel Hill Brokers (a predecessor to ICAP Energy), an institutional energy derivatives broker that became the top-ranked electricity broker in the country.
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