Resources. Ben currently resides in San Francisco with his fiancée, Megan. She joined Pacific Lake in 2018, and holds a B.A. This is the Pacific Lake Partners company profile. Pacific Lake Partners. Pacific Lake Partners manages a micro-cap private equity fund that focuses on investments in growing, profitable businesses that are sourced and managed by search fund entrepreneurs. Bold. Adam joined Extended Care Professional in 2020 after working at Via Transportation as an Operations Principal. The firm specializes in buyout investments and is dedicated to partnering with and providing support for search fund entrepreneurs. Kevin Oxendine is a Partner at Pacific Lake Partners where he brings experience as a successful executive and operator. Pacific Lake is a leading firm dedicated to partnering with and providing best-in-class support for search fund entrepreneurs. Here, he helped return the division to profitability and oversaw its sale. LPs included endowments and foundations, family offices and wealthy investors, among them search fund CEOs and other … Report this profile; Activity "Walmart Takes A … 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. Legal . Jack joined Medicat in 2020 after graduating from Columbia Business School where he was a member of the Value Investing Program. Portfolio. Techstars is the global platform for investment and innovation. The firm has $780.3 million in assets over seven accounts, placing it among the larger investment advisory firms in the United States by assets under management (AUM). Pacific Lake partners with talented entrepreneurs to find and acquire a great company and then galvanize growth and value creation. Jim Southern is a Co-Founder and Managing Member of Pacific Lake Partners and a successful Search Fund entrepreneur. Pacific Lake Partners | 1,542 followers on LinkedIn. in Accounting from the University of Massachusetts Amherst. Sam Long works closely with search fund entrepreneurs throughout their search, acquisition, and operating phases; he is a Board observer at Falcon Critical Care Transport, UtilityCloud, and Mercury Roadways. Ben joined Ascend Software in 2020. Prior to joining Pacific Lake, Ben was a Senior Associate at L Catterton, where he supported the diligence and execution of middle-market private equity investments into the consumer industry. operates as an investment management company. Scott was one of the early engineers at Bandwidth (NASDAQ:BAND), a telecommunication technology startup, and he served as the company’s CTO from 2005 to 2008. Join to Connect. Federico previously worked at Boston Consulting Group in New York, where he ranked among the top 10% of his peer class. The Company provides support for search fund entrepreneurs and invests in search fund companies. Micaela Green -Will Ruan. in Finance from the University of Georgia. Pacific Lake partners with talented entrepreneurs to find and acquire a great company and then galvanize growth and value creation. Ben graduated with Distinction from the University of Wisconsin – Madison with a degree in Mathematics and Finance and earned his MBA from Harvard Business School. Over his three years at Wistia, the company grew from $8M to over to $30M in ARR before Kevin executed a PE-backed recapitalization. Candice Kiss is an Executive Assistant at Pacific Lake Partners, supporting Coley Andrews and Chris Hendriksen. in Management Science and Engineering, and an M.S. Harold stepped into the role of Group President, North America Operations in 2004 and was tasked with integrating Iron Mountain’s three divisions (records management, data protection, and secure shredding), while rationalizing the management structure by market and improving customer service, operational efficiencies, and financial performance. He resides in Cincinnati, OH with his wife and children. Kevin works closely with search fund entrepreneurs throughout their search, acquisition and operating phases and is a board member of search fund companies including Emporos, OneShield, Performio, and Kantola. During this time, Rob provided assurance services to fund complexes and SSAE 18/ISAE 3402 controls reports of fund advisors and fund administration providers globally. Don’s strengths are managing, leading, sales and marketing management, senior client contact, corporate vision, and leadership selection. Prior to BNI, Graham led Griswold Home Care and Financial Health Services – two businesses he acquired in 2009. Chris currently sits on the board of VRI, Eyewitness Surveillance, PlusBlue, and Pacific Fertility. Experienced investors and operators turbo-charging your trajectory. Pacific Lake Partners is a micro-cap private equity firm focused on making investments in growing, profitable businesses, sourced and managed by search fund entrepreneurs. The 4 + 1 gave me a way to zoom out and create a …, Conducting a thesis-driven, industry focused search can be your key differentiator as a searcher. Vice President at Pacific Lake Partners Boston, Massachusetts 500+ connections. The firm invests primarily in services companies. The firm last filed a Form D notice of exempt offering of securities on 2010-07-08. He spent 16 years with Cendent and its precedent companies and was with Healthways for six years and helped them grow from $70 million to $700 million in revenue during his tenure. Candice began her career at Credit Suisse, where she was a Vice President and the Boston Regional Sales & Marketing Coordinator on the Institutional Equity Portfolio Sales Desk. more. Harold Ebbighausen was the Group President, North America Operations of Iron Mountain. Team. in Civil & Environmental Engineering, from Stanford University. Before leading their recapitalizations in 2012, he made improvements across their operations. Since starting Pacific Lake in 2009 Coley has worked with over 35 search funds. All rights reserved. He is currently the Managing Director at Bearence Management Group, a Regional Insurance and Risk Management firm. Search fund investing consists of providing search and acquisition capital to promising entrepreneurs whose intent is to acquire a small, established company with a history of profits and growth. Tyler Harper is an analyst at Pacific Lake Partners and joined the firm in 2020. operates as an investment management company. Glassdoor gives you an inside look at what it's like to work at Pacific Lake Partners, including salaries, reviews, office photos, and more. Jim has invested in over 75 Search Funds as an individual investor and with Pacific Lake. is a Massachusetts Foreign Limited-Liability Company (Llc) filed on November 4, 2016. Our portfolio companies operate across all segments of the food and consumer products industry. A Practical Guide to Industry Analysis: The 4 + 1 Industry Search Framework, “The Pacific Lake team likes to say that good searchers are not only explorers but cartographers. Pacific Lake partners with talented entrepreneurs to find and acquire a great company and then galvanize growth and value creation. During Don’s 36 years as an executive his companies average CAGR was over 35%. Pacific Lake Partners. Lead people. Within five years, it grew to $1.7 billion in revenue, maintained 150,000 customers, and employed approximately 9,000 people. Keith currently resides in the San Francisco Bay Area with his wife, Tina. About. Lake Pacific Partners is a leading private equity firm dedicated to the food and consumer products industry. Phil, his wife of 30 years, Tammie, and their three children, make their home in Minneapolis, Minnesota. Terry Sebastian -Micaela Green. Get directions, reviews and information for Pacific Lake Partners LLC in Boston, MA. Jim holds an MBA from Harvard Business School and resides in Wolfeboro, NH, and Boston, MA. Pacific Lake Partners Fund IV was backed mostly by returning investors, Managing Partner Coley Andrews told Buyouts. We know many of the best practices and common pitfalls. Ann Fritsch is affiliated with Pacific Lake Partners LLC. Ann previously served as Vice President for a Florida corporation that Jim acquired through the Search Fund model. Resourceful. It is a DE Limited Liability Company. in Accounting and Information Systems and an M.S. Get directions, reviews and information for Pacific Lake Partners LLC in Boston, MA. He previously worked at multiple Fortune 500 companies in a variety of roles in operations, supply chain, and technology. Pacific Lake Partners is a private equity fund focused on small cap buyouts exclusively through the search fund model. Summary Financials People Technology Signals & News. Join to Connect. As a long-term partner for the entire search fund journey, Pacific Lake’s sole purpose is to help entrepreneurs buy a great business and succeed as a CEO. Jim is a Co-Founder and Managing Member of Pacific Lake Partners and a successful search fund entrepreneur. Mr. Weihmiller received his MBA from Harvard Business School, where he was elected section president and awarded the MBA Award for service to the University. This fund resulted in the acquisition of Uniform Printing, a $43 … Ken Kirkham is the CFO of Carillon Assisted Living. Prior to Fremont, Jack worked as an investment banking analyst at R.W. OneShield Software Receives Growth Investment Led by Bain Capital Credit and Pacific Lake Partners MARLBOROUGH, Mass., Nov. 24, 2020 /PRNewswire/ -- OneShield Software ("OneShield"), a leading provider of core software solutions to P&C insurance companies, today announced a growth investment from a private investor group led by Bain Capital Credit, LP and Pacific Lake Partners. Courtney is a Certified Public Accountant and holds a B.B.A. operates as an investment management company. Help. Pacific Lake Partners San Francisco Bay Area 500+ connections. Glassdoor gives you an inside look at what it's like to work at Pacific Lake Partners, including salaries, reviews, office photos, and more. Dennis Dracup currently serves as Chairman of the Board to Morningside Translations. Subsequently, David led BirdDog Solutions from startup to industry leader in several logistics specialties. Pacific Lake Partners. Pacific Lake Partners. in Economics from Northwestern University. During this time, he managed over 1,000 employees, increased customer count to 50,000, and drove improvements in margin performance by over 700 basis points. Pacific Lake Partners Fund One is based out of San Mateo. Lake Pacific Partners, founded in 2000, is an operationally oriented private equity investment firm specializing in the following industries: Food & beverage Arizona College is a nursing and healthcare school with a nationwide presence and headquartered in Phoenix, Arizona. Lake Pacific Partners is a leading private equity firm dedicated to the food and consumer products industry. Salaries posted anonymously by Pacific Lake Partners employees. He then led a product engineering team inside Symantec, building a workflow automation suite to automate IT tasks within Fortune 500 companies. Pacific Lake Partners LLC 800 Boylston St Boston MA 02199. She joined Pacific Lake in 2020, and holds a B.A. Prior to joining the firm in 2015, Keith was an... Coley Andrews. While in college, Raghav interned with a successful search fund entrepreneur, giving him early exposure to the search fund community. When he began, Iron Mountain was a $1.1 billion business with over 10,000 employees. Pacific Lake Partners, L.L.C. Speed, reliability and fast install. Federico was part of a 3-person NY Public Sector sales team that build that practice from $0 to $11m in yearly billables in the New York Metro area. TV STATIONS - Pacific Lake Capital through its entertainment company, Pacific Lake Entertainment, LLC., (PLE) provides advisory and consulting to broadcast television stations in the United States with emphasis on strategic planning, recapitalization, rejuvenation of operations and market development. Pacific Lake Partners, L.L.C. D.R. Jason Luther is affiliated with Pacific Lake Partners LLC. In 2008, Harold was elevated to President, North America and was asked to lead the company’s Digital business. Pacific Lake partners with talented entrepreneurs to find and acquire a great company and then galvanize growth and value creation. He began his career in the Investment Banking Division at Goldman Sachs, where he worked on M&A and capital markets transactions. Yarden has a Bachelor's degree from Washington University in St. Louis. Courtney began her career at EY and was a Senior Tax Associate in their Financial Services practice with four years of experience servicing the asset management industry. Speed, reliability and fast install. Prior to joining Pacific Lake, Kevin was an active Special LP. Following his graduation from the Naval Academy, Sam served as an infantry officer in the U.S. Marine Corps, working in a variety of overseas roles. Raghav Kapur is an associate at Pacific Lake Partners and joined the firm in 2020. AspenRidge is a mental health and addiction treatment and recovery services provider based in Denver, Colorado. Kantola Training Solutions provides harassment, customer service, leadership, communication, health and security training services through video programs and courses. Try Pro free Solutions. Products. Jessica Natale is an Executive Assistant at Pacific Lake Partners. Phil Rosenbloom has over 25 years of experience in the insurance industry. Pacific Lake partners with talented entrepreneurs to find and acquire a great company and then galvanize growth and value creation. Keith graduated as valedictorian from Hamilton College with a degree in mathematics and economics and earned his MBA from Stanford’s Graduate School of Business. All content is posted anonymously by employees working at Pacific Lake Partners. Outside of work Ben is an avid backpacker having hiked 2,650 miles along the Pacific Crest Trail from Mexico to Canada. Join to Connect. John O’Connell is CEO and Co-Founder of Wind River Environmental (“WRE”), the largest provider of non-hazardous liquid waste services in the Northeast. 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. Pacific Lake Partners. As CEO, Chris led VRI through a decade of rapid growth and an exit to a private equity partner. Build a substantial enterprise. Prior to Carillon, Ken worked at KPMG and later ran entrepreneurial ventures, including serving as the COO of Bono’s Pit BBQ restaurant chain. Investor returns under Jim's tenure as CEO were 24x the acquisition capital. Pacific Lake Partners LLC is legally known as PACIFIC LAKE PARTNERS, LLC. Pacific Lake's CEO Development program is designed to take high potential MBAs and transform them into top-notch operators Executive Leadership Program | Pacific Lake Partners Contact From Our Partners “Lake Pacific … Paul holds a B. S. in Business Administration from Georgia Tech, where he was a Stamps President’s Scholar. At Strategy&, he worked on various commercial diligence and value creation pursuits for both private equity and corporate clients. Pacific Lake Partners is a micro-cap private equity firm focused on making investments in growing, profitable businesses, sourced and managed by search fund entrepreneurs. Vice President at Pacific Lake Partners Boston, Massachusetts 500+ connections. more. As an insurance advisor, Phil works closely with business owners in many different industries; his specialties include: manufacturing, real estate, wholesale distribution, and business services. oftware, a last-mile logistics SaaS company within the Alpine Software Group family. Co-Founder & Managing Member, Pacific Lake Partners Jim Southern is a Co-Founder and Managing Member of Pacific Lake Partners and a successful Search Fund entrepreneur. in Chemical Engineering, with highest honors, from Tufts University. He was a venture partner at Sovereign’s Capital for two years, and is an advisor to multiple early-stage technology product companies. Stay informed and up-to-date on your network with RelSci news and … Prior to e-Courier, she was Director of Strategy & Business Development for YDesign Group, an online retailer of luxury lighting and future. Pacific Lake Coley Andrews is a founding partner of Pacific Lake Partners, a private equity firm focused exclusively on the search fund model. Connect to CRM . in Aeronautics and Astronautics from Massachusetts Institute of Technology and a masters in Systems Engineering from Georgia Institute of Technology. Keith has worked closely with the entrepreneurs and Boards of Directors of several Pacific Lake portfolio companies, including Arizona College, Falcon Critical Care Transport, IS Logistica, Chronus, and Omatic. Since 2009, the firm has backed hundreds of search fund entrepreneurs and has invested in over 70 companies. David served as President and COO the last five years of that spurt, integrating 60 acquired businesses. Hear from four successful search fund CEOs as they share the lessons they learned growing search fund companies. Boston, MA, USA. Ideas to Drive Action. Pacific Lake Partners, LLC does not act as a … Raghav holds a B.A. Rob Morgan is the Controller and CCO at Pacific Lake Partners. holds a B.S. Scott lives in Raleigh, NC. Prior to joining the firm, Candice worked in Marketing and Investor Relations at Cross Shore Capital Management, LLC. About Pacific Lake Partners Pacific Lake is the most experienced and largest investor dedicated to partnering with search fund entrepreneurs and helping them succeed. The largest driver of warming is … Pacific Lake's search fund entrepreneurs have sourced, acquired, and now manage companies in attractive industries. Don is based in Nashville with his wife Kristin and they have two adult children Chase and Brooks. Kevin resides just outside of Boston, MA with his wife, Kate, and their two sons, Teddy and Chase. Jim Southern is a Co-Founder and Managing Member of Pacific Lake Partners and a successful Search Fund entrepreneur. Mr. Weihmiller is a frequent speaker on investment and operations strategies and has recently participated in seminars at Harvard Business School, Stanford University, and Georgetown University. Arizona College is a health-related trade school that offers programs in Nursing, Medical Assisting, Dental Assisting, Massage Therapy, and Health Information Technology. Prior to joining Pacific Lake, Sam worked in energy investing. Co-Founder & Managing Member, Pacific Lake Partners. In 18 years with the company, Harold held a number of key leadership roles and operating positions. Resources. Cal Pacific Specialty Foods is the largest industrial processor of strawberries in North America: Wenner Bread Products is a leading producer of breads and rolls sold to in-store bakery and food service: Health Valley Company markets a leading brand of natural and organic products in the cereal, soup and baked goods In that role, he was responsible for crafting all RFPs and sales materials, and managing the sales process and pipeline. Kevin is a two-time successful CEO/COO. Chris Hendriksen is a Partner at Pacific Lake Partners where he brings experience as a successful executive and operator. Since joining the firm, Keith has worked with over 75 search fund entrepreneurs and been involved in over 20 operating company acquisitions. Kevin Oxendine is a Partner at Pacific Lake Partners where he brings experience as a successful executive and operator.Kevin drives Pacific Lake’s search fund software investment strategy. Prior to Joining the firm in 2017, Rob was a Senior Manager in EY’s Financial Services practice with eight years of experience servicing the alternatives funds industry. Kevin is a Partner at Pacific Lake Partners where he brings experience as a successful executive and operator. Courtney Flynn is the Accounting Manager at Pacific Lake Partners. Kevin Oxendine is a Partner at Pacific Lake Partners where he brings experience as a successful executive and operator.Kevin drives Pacific Lake’s search fund software investment strategy. in Business Administration from Ohio State University. Report this profile; Activity. Throughout his career, Ken has developed extensive financial and operational experience, including expertise in the start-up, turnaround, and merger and acquisition fields. Through a series of 17 acquisitions, he helped grow the company from $12-15 million to $150 million within five years. Richard, a graduate of Harvard Business School, now resides in Florida. Phil, a graduate of Stanford University, has also served on the Boards of Discovery Outsourcing, a successful Search Fund acquisition, and many non-profit institutions, including The College of Visual Arts, Weisman Art Museum, Minneapolis Federation for Jewish Service, and the Jewish Community Center of Minneapolis. Kevin joined AsspenRidge in 2019 after graduating from Harvard Business School. At Havit, a consulting firm, Kevin grew the firm from $6M to $36M in capitalized billings over three years. Under his leadership, Language Line increased its revenue tenfold from $40 million to $400 million – a feat he attributes to “hard work and focusing on the right industries and clients, with the best product out there to win those clients.”. Coley Andrews is the Managing Member and co-founder of Pacific Lake Partners, a firm focused exclusively on the Search Fund model. Mr. Southern is a founding director of Pacific Lake Partners, a $35 million private equity fund investing in small-cap buyouts using the search fund model. Jim served as the company’s CEO and Chairman for 10 years. WRE services customers from Maine to Maryland from 20 service locations. The firm last filed a Form D notice of exempt offering of securities on 2010-07-08. Tony also holds a B.S. Pacific Lake Partners . Extended Care Professional is a provider of Electronic Health Record (EHR) and electronic Medication Administration Record (eMAR) software to assisted living facilities. Yarden graduated from Harvard Business School, and prior to that spent siz years in the Retail and eCommerce industries with Bloomingdales and Sephora. He is an active investor and LP in several PE/VC funds. John holds a BS from Southern New Hampshire University and an MBA from the McCallum Graduate School of Business at Bentley University. Pacific Lake Partners, a pioneer of search fund investing, completed fundraising for its fourth vehicle, securing $175 million. The company owns four wastewater treatment plants, including a waste-to-energy facility in Lancaster, PA, where it transforms grease and food waste into electricity. In addition to providing administrative support, Jessica is responsible for the event planning of various conferences, CEO roundtable events and Searcher workshops. In her free time, Andrea enjoys skiing the mountains of Colorado and traveling around the world to places like Everest Base Camp and South Africa's Kruger National Park. Founding partners Jim Southern and Coley Andrews have invested in 75+ search funds in a variety of industries and geographies. Lists Featuring This Company Prior to joining the firm, Jessica worked in Asset Management as a Meeting & Event Coordinator for teams of Portfolio Managers. In 1996, he was hired as Vice President of the company’s Data Protection business. During his college career, Tyler worked with Garden City, a purpose-driven holding company, where he helped install the data management processes and develop the fund playbook. Tyler holds a B.S. Rob is a Certified Public Accountant and a member of the American Institute of Public Accountants (AICPA) and Massachusetts Society of Public Accountants (MSCPA). He has served on over 15 boards and is an experienced compensation and audit committee member. Pacific Lake Partners Kevin Oxendine. Order Online Tickets Tickets See Availability Directions {{::location.tagLine.value.text}} Sponsored Topics. Pacific Lake Partners. Ross has a B.S in Applied Engineering from Michigan State University. Coley, his wife Alisa, and their four children live outside Boston, MA. Prior to e-Courier, she was Director of Strategy & Business Development for YDesign Group, an online retailer of luxury lighting and future. Stanford Graduate School of Business. During his ten years as CEO, VRI grew revenue nearly 10x from $7 million in 2007 to over $60 million, and grew equity value by more than 25x. Co-founded by Jim Southern and Coley Andrews, Pacific Lake's experience spans from the first search … J.R. short is one of the largest domestic and leading global suppliers of extruded intermediates to the snack food and quick-service restaurant industries The filing was for a pooled investment fund: venture capital fund … In 2013, Jack co-founded semiconductor startup Goodlight and led fundraising efforts to develop and license efficient LED manufacturing processes. Kevin previously served in the U.S. Army as an infantry officer in various roles, including platoon leader and company commander, both in Afghanistan and stateside. Pacific Lake Partners Fund One is a large advisory firm with 7 clients and discretionary assets under management (AUM) of $780,319,436 (Form ADV from 2020-06-29). in Nanoscale Engineering from the College of Nanoscale Science and Engineering. The Registered Agent on file for this company is C T Corporation System and is located at 155 Federal St., Suite 700, Boston, MA 02110. ©2021 Pacific Lake Partners. David has BA and JD degrees from the University of Virginia and an MBA from Harvard Business School. The company is based in Mill Valley, California. Pacific Lake offers best-in-class support for entrepreneurs, including searcher workshops and … Log In. Pacific Lake is a leading firm dedicated to partnering with and providing best-in-class support for search fund entrepreneurs. Founded in 1999 and headquartered in Hudson, MA, WRE has pursued a roll-up strategy in the liquid waste industry, having completed more than 55 acquisitions. The Company provides support for search fund entrepreneurs and invests in search fund companies. Pacific Lake Partners are a long-term partner for the entire search fund journey. Creative solutions with a twist. We love building strong relationships where we become the instinctual first call when entrepreneurs need a trusted adviser, an all-day whiteboard strategy partner, or just someone to listen. This fund resulted in the acquisition of Uniform Printing, a $43 million printer of specialty insurance documents. Other Affiliations. Pacific Lake Partners General Information Description. Kevin is a two-time successful CEO/COO. Report this profile Activity Friends - My team at Transcendent is looking to hire a … As a long-term partner for the entire search fund journey, Pacific Lake’s sole purpose is to help entrepreneurs buy a great business and succeed as a CEO. Under his leadership, Griswold Home Care grew from 100 locations primarily on the East Coast to over 230 locations across the U.S. During that time, it was ranked #140 in Entrepreneur Magazine’s Franchise 500 and was recognized as one of the fastest growing companies in the Philadelphia area. He is currently a director at Out of Home America and Data Fusion Technologies and a board visitor at several Pacific Lake portfolio companies. Reviews (617) 658-3024 Website. Search Fund Entrepreneurs | Pacific Lake Partners Bold. Other Affiliations. Pacific Lake Partners. Pacific Lake Partners is a Boston-based private equity firm that focuses on investing in search fund acquired companies. Pacific Lake Partners Fund IV was backed mostly by returning investors, Managing Partner Coley Andrews told Buyouts. Pacific Lake is dedicated to partnering with and providing best-in-class support for search fund entrepreneurs. Prior to leading the investment in Griswold Home Care and Financial Health Services, he led a team at American Franchise Company, LLC to originate and review investment opportunities in service businesses. Friends of Pacific Lake can view the full videos from our 2016 and 2018 conferences by submitting a request here. Boston, Massachusetts, United States; 11-50; Entrepreneurship Program, Private Equity Firm, Venture Capital Private Equity pacificlake.com ; … more. Prior to WRE, John had a successful career in IT, Finance, and Operations in big-box retail, having held senior positions at Marshalls department stores, Sears, and most recently as Vice President of International IT at AutoZone. Ben Broughton is a Vice President at Pacific Lake Partners. » Team | A leading private equity firm dedicated to the food and consumer products industry. Investment Firm. Pacific Lake Partners Fund One is based out of San Mateo. Graham Weihmiller is the CEO of BNI International. Federico de la Balze is a Vice President at Pacific Lake Partners. In 2018, Scott co-founded Spellbound Partners, a technology diligence and services firm serving the search fund and lower middle-market technology market.