Our firm grounds its actions and investments on five pillars:
1. Purpose that is greater than expanding profitability
2. Progress that moves humankind forward
3. Respect for all stakeholders, including the planet
4. Fairness that promotes merit-based outcomes
5. Transparency into process and internal thought
These five pillars are rooted in our name – five being the “third prime” number. These are not just ideals or words to create warm thoughts. These are imperatives to how we operate and hold ourselves accountable to our partners and community.
Our team is purpose-built to drive value in our portfolio by providing on-the-ground resources, strategic advice and transactional expertise. We are comprised of entrepreneurs, former private equity and hedge fund investment professionals, lawyers and marketers. We pride ourselves on post-investment support and building trusted relationships with our companies that increase the probability of successful outcomes.
Managing Partner
Skadden
Bank of America
Trimaran Capital
Trian Partners
Western Kentucky (summa), Duke Law
Managing Partner
Skadden
Pan Am Equities
Hammerline Capital
Duke,
Harvard Law
Principal
Morgan Stanley
The Carlyle Group
Diker Management
Magnetar Capital
UC Berkeley
Operating Partner
Levelwing (Co-Founder)
CoolSavings
Ernst & Young Entrepreneur of the Year TM
Inc. 500/500 (x4)
Western Kentucky University
Operating Partner
Levelwing (Co-Founder)
News Corp
iVillage
Ernst & Young Entrepreneur of the YearTM
Inc. 500/500 (x4)
Western Kentucky University
Research Associate
LSU Residential Life
The Marketing Directors
Louisiana State University
Our team is purpose-built to drive value in our portfolio by providing on-the-ground resources, strategic advice and transactional expertise. We are comprised of entrepreneurs, former private equity and hedge fund investment professionals, lawyers and marketers. We pride ourselves on post-investment support and building trusted relationships with our companies that increase the probability of successful outcomes.
Managing Partner
10 years as a private equity and hedge fund professional at Trimaran and Trian investing in private and public companies across diverse industries.
3 years as a M&A lawyer at Skadden Arps negotiating and structuring transactions and advising on
corporate governance.
Co-founder of 2 successful businesses in lending and retail/e-commerce.
Western Kentucky University (summa)
Duke Law
Hometown: Glasgow, Kentucky
Managing Partner
6 years as a M&A lawyer at Skadden Arps negotiating and structuring the acquisition, financing and sale of private companies.
9 years at Hammerline Capital developing condominium and self-storage properties and acquiring distressed hospitality assets.
7 years at Pan Am Equities managing alternative asset portfolios and direct private equity investments.
Duke University
Harvard Law
Hometown: Long Island, New York
Principal
5 years as hedge fund professional at Magnetar Capital and Diker Management performing fundamental research and financial analysis across industries.
2 years as private equity professional at The Carlyle Group evaluating investments, structuring transactions and working with portfolio companies.
2 years as an investment banker at Morgan Stanley working on M&A, LBOs and recapitalizations.
UC Berkeley
Hometown: Columbus, OH
Operating Partner
Over 20 years in digital media and marketing operations helping global brands grow revenue and lower customer acquisition costs.
Co-founder of advertising agency, Levelwing, and named to Inc. 500/5000 list 4x.
Ernst & Young Entrepreneur of the YearTM
Western Kentucky University
Hometown: Evansville, Indiana
Operating Partner
23 years consulting on media, digital and eCommerce strategy for hundreds of Fortune 500 companies
and startups.
Led strategy and media activation for 11 consecutive Super Bowls and 2 Olympics campaigns.
Co-founder and CEO of advertising agency, Levelwing.
Western Kentucky University
Hometown: Nashville, Tennessee