Managing Director, Direct Investments @ Island Management is a flexible single family office investor focused on recapitalizations, growth equity investments and acquisitions of privately held North American businesses. While the Island investment profile is primarily control oriented, we will also consider non-control equity and co-investments as we look to partner with and help leading management teams build
Managing Director, Direct Investments @ Island Management is a flexible single family office investor focused on recapitalizations, growth equity investments and acquisitions of privately held North American businesses. While the Island investment profile is primarily control oriented, we will also consider non-control equity and co-investments as we look to partner with and help leading management teams build strong cash flowing businesses over a longer term horizon.
Other highlights of our investment strategy are:
- Industry agnostic although current and historical holdings more focused on light manufacturing, distribution, business services and consumer products
- Willingness to work with other like minded investors including other family offices, independent sponsors, executives and investment firms
- Direct equity investments of approximately $10 to $75 million per transaction
- Enterprise values between $25 and $200 million From 2015 to Present (less than a year) Private Equity Investments @ Private investment firm focused on influence or controlling stakes in U.S. and Canadian companies. Longroad invests across a range of industries in situations where it can enhance value through active ownership, giving managers the financial, strategic and operational resources needed to succeed. From 2011 to 2014 (3 years) Vice President @ Private investment firm dedicated to constructive investing and business improvement in the lower middle market. From 2005 to 2011 (6 years) Senior Associate - Corporate Restructuring Group @ Alvarez & Marsal purchased Arthur Andersen's Global Corporate Finance - Corporate Restructuring Group in October 2002. From 2002 to 2005 (3 years) Associate - Global Corporate Finance Group @ From 1999 to 2002 (3 years)
Bachelor of Science in Business Administration, Finance @ University of Arizona From 1994 to 1998
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