Lawrence Lepard

Summit Partners invests in companies located across the globe. The firm targets companies operating in the fields of technology, healthcare & life sciences and growth products & services sectors. It provides financing for buyout, recapitalizations and growth transactions with an investment size of USD 10 - 500 million. The fund acquires majority or minority stakes.

Provides financial services

Provides brokerage services

Engages in the exploration, mining, processing and sale of gold and silver

Cue Ball Capital invests in companies located in the United States with maximum revenues of USD 2 million for seed, USD 10 million for early and minimum USD 10 million for growth companies. The firm focuses on a broad range of sectors and industries. It provides financing for seed, early and growth stage capital requirements with an investment size of USD 0.1 - 0.5 million for seed, USD 1 - 5 million for early and USD 5 - 10 million for growth stage capital requirements.

Johns Creek Partners (JCP) focuses on the acquisition and management of existing small to medium-sized manufacturing and service companies that are located in the continental US. The firm is particularly interested in manufacturing and service companies in the following areas: healthcare, wellness, new media and other growing or relatively stable industries. They seek to invest in companies with products or services that provide significant value-added to customers. JCP targets the acquisition of companies with transaction sizes of $5 million to $30 million. They invest in companies with revenues of $5 million to $30 million, EBITDA of $1million to $6 million and EBITDA margins of at least 15%. In addition, companies should have strong balance sheets with low debt. JCP looks for market-leading companies with strong growth potential, recurring revenues, diverse customer bases with high retention rates and a history of stable, profitable operations. Companies must have at least 5 years or profitable operations and a strong reputation within their industry. JCP's objective is to partner with existing companies by offering liquidity and providing growth capital infusions ensure continuity and long-term growth. The firm purchases companies at fair market value. They do not invest in distressed situations, start-ups or companies that have not yet attained profitability.

Engages in gold mining

Engages in the financial services

Geocapital Partners focuses on investments in early-stage, North American and European companies in the information services and technology sectors. The firm targets opportunities to invest in entrepreneurs who have bootstrapped themselves into the post-startup stage of early revenue generation. They are particularly interested in companies involved in (2) business marketing services (2) communications and networking (3) e-Commerce and (4) enterprise applications solutions and services. Within these sectors, Geocapital Partners targets companies that are developing solutions that serve significant market needs such as optical networking hardware, electronic retail marketing, multi-media tools, online recruiting, transaction processing, e-Business consulting, network management, integrated telecommunications services and operations software. Geocapital Partners firm looks for companies with: (1) strong management teams (2) defensible business models (3) products and services that address significant market needs (4) histories of high revenue growth and (5) the potential for market leadership. Investments generally range from $500,000 to a few million dollars. The firm also manages the Kinderhook Partners LP, a venture capital fund that makes long-term investments in promising, growing, micro-cap publicly-traded companies and, to a lesser degree, promising private companies. Kinderhook Partners buys: (1) blocks of stock from existing shareholders (2) shares trading on the open market or (3) shares directly from a company to provide capital. The fund seeks to invest in a concentrated portfolio of companies that have the potential to grow substantially over at least a 3 to 5 year period and in which the interests of management are closely aligned with the interests of shareholders. The fund considers investment opportunities in a variety of industries, focusing on companies which have sustainable attractive margins and returns on equity. While Kinderhook Partners does do extensive due diligence on companies utilizing a wide range of publicly available information, the fund generally does not become insiders or take board seats. The fund acquires positions by either buying stock on the open market, through block transactions, or through private placements, typically targeting positions of $5 million to $20 million. When investing through private placements, Kinderhook Partners favors uncomplicated common stock purchases which can be carried out quickly and with limited transaction costs. The fund's investors have agreed to lengthy lock-up periods, giving the fund the flexibility to invest for the long-term in even extremely thinly-traded, illiquid stocks. The managers of the fund all have significant amounts of their net worth invested in the fund and are in aggregate the largest owners of the fund.