Private Placement Activity Chris Hastings | [email protected] | 917-621-3750 3/5/2018 – 3/9/2018 (Transactions in Excess of $20 Million)
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Funding for Social Enterprises in Detroit
Funding for Social Enterprises in Detroit: ASSESSING THE LANDSCAPE PREPARED BY MARCH 2019 FUNDING FOR SOCIAL ENTERPRISES IN DETROIT: ASSESSING THE LANDSCAPE Preface Disclaimer Avivar Capital, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Avivar Capital, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avivar Capital, LLC unless a client service agreement is in place. The commentary in this presentation reflects the personal opinions, viewpoints and analyses of the Avivar Capital, LLC and employees providing such comments. It should not be regarded as a description of advisory services provided by Avivar Capital, LLC or performance returns of any Avivar Capital, LLC investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this presentation constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Financing Vibrant Communities 2 FUNDING FOR SOCIAL ENTERPRISES IN DETROIT: ASSESSING THE LANDSCAPE The concept of integrating social aims with profit-making has been an emerging trend in the world for quite some time now, changing the way philanthropies think about impact and the way businesses operate. In fact, increasingly organizations “are no longer assessed based only on traditional metri- cs such as financial performance, or even the quality of their products or services. -
Oral History of William H. Draper III
Oral History of William H. Draper III Interviewed by: John Hollar Recorded: April 14, 2011 Mountain View, California CHM Reference number: X6084.2011 © 2011 Computer History Museum Oral History of William H. Draper III Hollar: So Bill, here I think is the challenge. There's been a great oral history done of you at Berkeley; and then you've written your book. So there's a lot of great information about you on the record. So what I thought we would try to— Draper: That's scary. I hope I say it the same way. Hollar: Well, your version of it is on the record, that's for sure. So I wanted to cover about eight areas in the hour and a half that we have. Draper: Okay. Hollar: Which is quite a bit. But I guess that's also a way of saying—we can go into as much or as little detail as you want to. But the eight areas that I was most interested in covering are your early life and your education; your early career—and with that I mean Inland Steel and meeting Pitch Johnson, and Draper, Gaither & Anderson, that section. Draper: Good. Hollar: Then Draper & Johnson—you and Pitch really getting into it together; then, of course, Sutter Hill and that very incredible fifteen-year period. Draper: Yeah, that was a good period. Hollar: A little bit of what you call "the lost decade." Draper: Okay. Hollar: Then what I call the Draper Richards Renaissance. Draper: Good. Hollar: And kind of the second chapter of venture capital for you. -
Masters in Management in Entrepreneurship and New Venture Management
MASTERS IN MANAGEMENT IN ENTREPRENEURSHIP AND NEW VENTURE MANAGEMENT Research Title: The nexus between entrepreneurship theory and venture capital financing decisions in South Africa Violet S’phiwe Buluma Student Number: 693690 BUSA 7044 Supervisor: Dr Jose Barreira Date of submission: 20 June 2017 ABSTRACT This explorative study examines the decision making criteria at the screening stage by venture capital firms in South Africa. The study also probes into the decision making criteria on the personality side and whether that has any association with the “big five” characteristics. A three- section questionnaire including both Likert style type (decision making and short version of big five) and nominal questions was sent to venture capital firms. Logistic regression as well as correlation analysis was run on the data. The findings were that individual attributes (entrepreneurs’ characteristics and experience) environment, industry and macro economic environment (characteristics of product and services, characteristics of the market and financial considerations) are all positively related to venture capital firms’ decision to grant finance to an entrepreneur. Findings on the big five characteristics are that only openness to experience, consientiousness and extrarversion were seen as critical considerations by venture capital firms, but not agreeableness and emotional stability characteristics. The study findings are beneficial for entrepreneurs and venture capital firms. Key words – Venture capital, investment criteria, big five personality, entrepreneurship, access to finance 2 DECLARATION I Violet S’phiwe Buluma declare that the research work reported in this dissertation is my own, except where otherwise indicated in references and acknowledgements. It is submitted in partial fulfilment of the requirements for the Masters of Management in Entrepreneurship and New Venture Management at the University of the Witwatersrand. -
Click to Edit Master Title Style
Click to edit Master title style Secondary VIII, L.P. April 14th 2016 Dallas Police & Fire Pension System FirmClick Overviewto edit Master title style Year firm Assets under Number of Number of fund founded management direct investments investments 2000 $2B 175 215 San Francisco Firm Distributions headquarters Number of professionals to Paid-In Capital Firm net IRR 2 offices 17 82%* 21% TWO COMPLEMENTARY FUND STRATEGIES SECONDARY LIQUIDITY PARTNERSHIP HOLDINGS • Secondary direct and secondary fund investments in • Fund and direct investments in early and late-stage venture-backed companies mid-stage venture-backed companies • Typically $20 - $200 million in revenues at time of • Typically pre-revenue to $20 million in investment revenues at time of investment • Seeking high IRR • Seeking high multiple All data is unaudited and estimated as of 9/30/15. *As of 10/21/2015. Aggregate track records are net of fees, expenses and carried interest paid to the general partner entity of each respective fund. Prior performance is not a guarantee 2 of future returns. Please see slide 15 for detailed track record information and a full list of funds. OurClick Team to edit Master title style FIRM MANAGEMENT FINANCE & INVESTOR RELATIONS HANS SWILDENS ROBERT MAY AARON HINZ LENA McNULTY LISA BREIMAN Founder & CEO COO & CCO Controller Investor Relations Investor Relations Speedera, Microline Founders Fund, Mohr Davidow, Thomas Weisel | Venrock Santa Clara University University of Denver UCSB | Columbia MBA Thomas Weisel PricewaterhouseCoopers San Jose State -
National Venture Capital Association Venture Capital Oral History Project Funded by Charles W
National Venture Capital Association Venture Capital Oral History Project Funded by Charles W. Newhall III William H. Draper III Interview Conducted and Edited by Mauree Jane Perry October, 2005 All literary rights in the manuscript, including the right to publish, are reserved to the National Venture Capital Association. No part of the manuscript may be quoted for publication without the written permission of the National Venture Capital Association. Requests for permission to quote for publication should be addressed to the National Venture Capital Association, 1655 North Fort Myer Drive, Suite 850, Arlington, Virginia 22209, or faxed to: 703-524-3940. All requests should include identification of the specific passages to be quoted, anticipated use of the passages, and identification of the user. Copyright © 2009 by the National Venture Capital Association www.nvca.org This collection of interviews, Venture Capital Greats, recognizes the contributions of individuals who have followed in the footsteps of early venture capital pioneers such as Andrew Mellon and Laurance Rockefeller, J. H. Whitney and Georges Doriot, and the mid-century associations of Draper, Gaither & Anderson and Davis & Rock — families and firms who financed advanced technologies and built iconic US companies. Each interviewee was asked to reflect on his formative years, his career path, and the subsequent challenges faced as a venture capitalist. Their stories reveal passion and judgment, risk and rewards, and suggest in a variety of ways what the small venture capital industry has contributed to the American economy. As the venture capital industry prepares for a new market reality in the early years of the 21st century, the National Venture Capital Association reports (2008) that venture capital investments represented 2% of US GDP and was responsible for 10.4 million American jobs and 2.3 trillion in sales. -
The Bay Area Innovation System How the San Francisco Bay Area Became the World’S Leading Innovation Hub and What Will Be Necessary to Secure Its Future
The Bay Area Innovation System How the San Francisco Bay Area Became the World’s Leading Innovation Hub and What Will Be Necessary to Secure Its Future A Bay Area Science & Innovation Consortium Report produced by the Bay Area Council Economic Institute Principal Author Sean Randolph President & CEO Bay Area Council Economic Institute Contributing Author Olaf Groth CEO Emergent Frontiers Group LLC June 2012 Message from the BASIC Chairman For more than 50 years, the Bay Area has been a leading center for science and innovation and a global marketplace for the exchange of ideas, delivering extraordinary value for California, the nation and the world. Its success has been based on a unique confluence of research institutions, corporations, finance and people, in a culture that is open to the sharing of new ideas and willing to take significant risk to achieve extraordinary reward. The Bay Area innovation system is also highly integrated, with components that closely interact with and depend upon each other. The Bay Area Science and Innovation Consortium (BASIC), a partnership of the Bay Area’s leading public and private research organizations, has pre- pared this report to illustrate how the Bay Area’s innovation system works and to identify the issues that may impact its future success. Ensuring that success will require partnership between the public and private sectors, continued investment in the region’s core assets, and attention by state and federal policy makers. Mark Bregman Senior Vice President and CTO, Neustar, Inc. Chairman, BASIC Acknowledgements This report was prepared for the Bay Area Science & Innovation Consortium (BASIC) by the Bay Area Council Economic Institute. -
NVCA 2021 YEARBOOK Data Provided by Dear Readers
YEARBOOK Data provided by Credits & Contact National Venture Capital Association NVCA Board of Directors 2020-2021 (NVCA) EXECUTIVE COMMITTEE Washington, DC | San Francisco, CA nvca.org | [email protected] | 202-864-5920 BARRY EGGERS Lightspeed Venture Partners, Venture Forward Chair Washington, DC | San Francisco, CA MICHAEL BROWN Battery Ventures, Chair-Elect ventureforward.org | [email protected] JILL JARRETT Benchmark, Treasurer ANDY SCHWAB 5AM Ventures, Secretary BOBBY FRANKLIN President and CEO PATRICIA NAKACHE Trinity Ventures, At-Large JEFF FARRAH General Counsel EMILY MELTON Threshold Ventures, At-Large JUSTIN FIELD Senior Vice President of Government MOHAMAD MAKHZOUMI NEA, At-Large Affairs MARYAM HAQUE Executive Director, Venture AT-LARGE Forward MICHAEL CHOW Research Director, NVCA and PETER CHUNG Summit Partner Venture Forward DIANE DAYCH Granite Growth Health Partners STEPHANIE VOLK Vice President of Development BYRON DEETER Bessemer Venture Partners RHIANON ANDERSON Programs Director, Venture SCOTT DORSEY High Alpha Forward RYAN DRANT Questa Capital CHARLOTTE SAVERCOOL Senior Director of PATRICK ENRIGHT Longitude Capital Government Affairs STEVE FREDRICK Grotech Ventures MICHELE SOLOMON Director of Administration CHRIS GIRGENTI Pritzker Group Venture Capital DEVIN MILLER Manager of Communications and JOE HOROWITZ Icon Ventures Digital Strategy GEORGE HOYEM In-Q-Tel JASON VITA, Director of Programming and CHARLES HUDSON Precursor Ventures Industry Relations JILL JARRETT Benchmark JONAS MURPHY Manager of Government Affairs -
Robert W Price – Detailed CV
Contact [email protected] Robert W. Price Global Entrepreneurship Institute | Executive Director www.linkedin.com/in/robertwprice Laguna Beach, California (LinkedIn) news.gcase.org/ (Company) angel.co/robertwprice (Portfolio) Summary robertwprice.com/ (Personal) DREAM IT! PLAN IT! DO IT! Top Skills Sports & Fitness "A true entrepreneur and mentor to many other entrepreneurs." Entrepreneurship - William Draper, Draper Richards Start-ups Robert W. Price enjoys world renown as an expert in the field of Languages entrepreneurial capitalism. English (Native or Bilingual) - Nearly 30 years of entrepreneurial experience Spanish (Native or Bilingual) - Strategist, innovative thought leader, public speaker, creative German (Limited Working) educator, and prolific author - Written or edited more than a dozen books Certifications - The intellectual architect for a number of exciting and innovative QuickBooks Online ProAdvisor projects around the world. Program - Early Adopter of cool stuff: LinkedIn User 179,784 QuickBooks Accounting Software - Advisor to global entrepreneurs and private equity investors: angel, Professional venture, corporate executives, board members, and chairmen. Amazon AWS Educate Program - Great multi-disciplinary entrepreneurial background. Excellent at TurboTax Software Professional critical thinking, problem identification, operations management, Google AdWords Professional venture team development, and problem solving. Consulted with venture capitalists and their start-ups, mid-cap publicly traded Honors-Awards NASDAQ -
Bloomberg Briefs
Wednesday June 8, 2016 www.bloombergbriefs.com MedMen Seeks $100 Million for Marijuana Investments QUOTED BY AINSLIE CHANDLER, BLOOMBERG BRIEF Medical cannabis management company MedMen is raising its first institutional fund "This is the toughest decision- as it tries to capitalize on investors' interest in legal marijuana enterprises. making environment that I MedMen is trying to raise $100 million for MedMen Opportunity Fund, according to think we have ever been in.... firm founder and Chief Executive Adam Bierman. Yesterday, JPMorgan comes MedMen, founded in 2009, previously acted as a management company for out and they say there is a 36 businesses with medical marijuana licenses. It also invested money from family offices and venture funds in special purpose vehicles where the investors held the cannabis percent chance of a licenses, Bierman said in a May 26 interview. recession. As a CIO or head Existing investors pushed the firm to raise a fund to allow for greater diversification in of private equity, what do you their portfolios, he said. do with that?" “If you are a multi-billion dollar family office or an institutional quality investor, you are — Glenn Youngkin, President and COO of not making one-off investments in the $3 million to $5 million range with single-asset Carlyle Group, at a conference June 7 exposure in a market that is complicated from a regulatory environment,” Bierman said. The Los Angeles-based firm held a first close on the WEEK IN NUMBERS fund in May and hopes to have a final close within six months, Bierman said. $13.5 billion — Extra return MedMen The fund will invest in cannabis-related projects, he Calstrs calculates it earned from its said. -
Piper Jaffray Cybersecurity Earnings Update
Piper Jaffray Cybersecurity Earnings Update Third Quarter 2017 Marc Steifman Greg Klancher Co-Head of Technology Principal Investment Banking Piper Jaffray & Co. Piper Jaffray & Co. MINNEAPOLIS | BOSTON | CHICAGO | HOUSTON | LONDON | LOS ANGELES | NEW YORK | SAN FRANCISCO | ZÜRICH Piper Jaffray Companies (NYSE: PJC) is an investment bank and asset management firm headquartered in Minneapolis with offices across the U.S. and in London, Zurich and Hong Kong. Securities brokerage and investment banking services are offered in the United States through Piper Jaffray & Co., member NYSE and SIPC, in Europe through Piper Jaffray Ltd., authorized and regulated by the Financial Conduct Authority, and in Hong Kong through Piper Jaffray Hong Kong, authorized and regulated by the Securities and Futures Commission. Asset management products and services are offered through three separate investment advisory affiliates registered with the U.S. Securities and Exchange Commission: Advisory Research Inc., Piper Jaffray Investment Management LLC and PJC Capital Partners LLC. Piper Jaffray & Co., Member SIPC and FINRA 11/17 Piper Jaffray Case Study: Vista Equity Partners acquires majority stake in Jamf Vista Equity Partners: Undisclosed . Vista Equity Partners is a U.S.-based investment firm with more than $30 billion in cumulative capital commitments, currently invests in software, data and technology-enabled organizations. The firm invests in middle market management and leveraged buyouts, growth and acquisition Has purchased a majority financing, recapitalizations, private transactions, spin-outs and corporate divestitures. stake in . The firm was founded in 2000 and is headquartered in Austin, Texas. Jamf: . Jamf focuses on helping businesses, education and government organizations succeed with November 2017 Apple through its Jamf Pro and Jamf Now solutions. -
Impact Accelerators: Strategic Options for Development and Implementation December 2015
Impact Accelerators: Strategic Options for Development and Implementation December 2015 Prepared by: Futurity Foundation in collaboration with Bogusky LLC, Boomtown, Common, University of Colorado, Boulder’s Sustainability Innovation Lab of Colorado Principal Investigator: Matthew Wilburn King Contributors: Alex Bogusky, Toby Krout, Rob Schuham, Jason Neff, Ben Webster, Kelly Fenson- Hood, and Cassie Pintal Fall 08 Impact Accelerators: Strategic Options for Development and Implementation 2 Table of Contents Executive Summary ....................................................................................................... 3 Overview of Types of Accelerator Programs .............................................................. 4 Tech Accelerators ................................................................................................................... 4 Corporate Accelerators .......................................................................................................... 5 Impact Accelerators ................................................................................................................ 6 Social Enterprise Recruitment and Selection ................................................................... 11 Program Offerings ................................................................................................................ 12 Business Skills Development ............................................................................................... 13 Mentorship .......................................................................................................................... -
2018 REPORT POWER POINT Oct 2 from Kelley
Holt-MM&K-Buyouts Insider PE/VC Compensation Report Current Trends in Design and Levels of Compensation in the Private Equity and Venture Capital Industry 2018-2019 Preview Table of Contents Survey Background I. Introduction/Participant Summary 1 Key Findings 2 The 2018-2019 Holt-MM&K-Buyouts Insider Scope and Methodology 8 Private Equity and Venture Capital About the Authors 13 Compensation Report is a joint effort of three parties. They are compensation consultants Holt II. Financial and Operational Data 15 Private Equity Consultants and MM&K; and Committed Capital and Cost of Investments 16 global private equity publisher Buyouts Insider. Number of Funds Managed and Number of Portfolio Companies 17 It is jointly written by Michael Holt, David M. Ownership Structure 18 Toll and Joseph Weitemeyer. Management Fees/Other Fees/Fee Ratios/Fee Splits 19 Copyright Information III. Human Capital 23 Data and information in this report is copyrighted by Number of Employees per Employee Group 24 the authors. Electronic and printed copies of this Staffing Changes 2017/2018 25 report can only be shared with employees of the firm Investment Manager Ratios (Capital/Fees/Portfolio Companies) 27 purchasing the report. Users are forbidden to Human Capital Policies/Years to Partner/ MBA Hiring & Compensation 28 reproduce, republish, redistribute, or resell any materials from this report to any party who is not Payroll Cost and Total Employees 29 employed at the organization purchasing the report in either machine-readable form or any other form IV. Compensation Strategy 31 without permission of the authors. No part of this Types of Compensation 32 report may be copied, photocopied, duplicated or Salary & Bonus Changes 34 forwarded in any form or by any means without the Annual Bonus Plans 38 publisher’s written consent.