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Coley Andrews is the Managing Member and co-founder of Pacific Lake Partners, a firm focused exclusively on the Search Fund model. Since co-founding Pacific Lake in 2009 with Search Fund pioneer Jim Southern, Coley has worked with over 150 search funds worldwide. Pacific Lake has over $250 million dedicated exclusively to search fund investing.
Coley is a board member of multiple search fund companies including, Morningside Translations, IS Logistica, FieldEdge, Inspired eLearning, Circle Surrogacy and is an observer at AlphaCredit and Raptor Technologies.
Prior to forming Pacific Lake, Coley worked for Golden Gate Capital, a private equity firm in San Francisco, and in management consulting for The Parthenon Group. Coley graduated from Dartmouth College and has an MBA from Stanford’s Graduate School of Business. Coley, his wife Alisa, and their four children live outside Boston, MA.
Jim Southern is a Co-Founder and Managing Member of Pacific Lake Partners and a successful Search Fund entrepreneur. 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. This fund resulted in the acquisition of Uniform Printing, a $43 million printer of specialty insurance documents. Jim served as the company’s CEO and Chairman for 10 years. Investor returns under Jim's tenure as CEO were 24x the acquisition capital.
Jim has invested in over 75 Search Funds as an individual investor and with Pacific Lake. He currently serves on the Board of Directors of AlphaCredit, Raptor Technologies, FastSpring, Arizona College and BEX Realty. He is often a guest speaker on the Search Fund model at Stanford's Graduate School of Business and Harvard Business School and is the subject of an HBS case on his first Search Fund acquisition. Jim holds an MBA from Harvard Business School, where he is an Entrepreneur-In-Residence, and resides in Wolfeboro, NH, and Boston, MA.
Kevin Oxendine is a Partner at Pacific Lake Partners where he brings experience as a successful executive and operator. Kevin works closely with search fund entrepreneurs throughout their search, acquisition and operating phases and is a board member of Emporos and Kantola. Prior to joining Pacific Lake in 2018, Kevin was an active Special LP. He brings special expertise to software and technology-enabled businesses given his industry experience.
Kevin is a two-time successful CEO/COO. At Wistia, a video SaaS company, Kevin led all business functions, including sales, finance, marketing, customer support, people operations, and business development. Over his three years at Wistia, the company grew from $8M to over to $30M in ARR before Kevin executed a PE-backed recapitalization. At Havit, a consulting firm, Kevin grew the firm from $6M to $36M in capitalized billings over three years.
Kevin graduated from the University of Maryland where he received the H.C. Byrd Award and earned an MBA from Stanford’s Graduate School of Business as an Arjay Miller Scholar. Kevin resides just outside of Boston, MA with his wife, Kate, and their two sons, Teddy and Chase.
Don is an Operating Partner with Pacific Lake Partners. Don is focusing on replicable, sustainable sales growth across the Pacific Lake network. He is an active investor and LP in several PE/VC funds. He is an experienced senior executive who successfully helps build companies both domestically and internationally in broad range of software and business services. Prior to joining Pacific Lake Don was and Operating Partner with Primus Capital in Atlanta for 6 years.
He started as a “bag and quota carrying” salesman in 1981 and moved quickly into sales management and then to COO, President, and CEO. He has served on over 15 boards and is an experienced compensation and audit committee member. He has also performed over 30 due diligence projects. Prior to 2007 Don successfully managed complex corporate growth in a virtual startup, as well as a $750 million company in contract services outsourcing. 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. During Don’s 36 years as an executive his companies average CAGR was over 35%.
He has created commanding loyalty with direct reports, peers, staff, clients and investors. Don’s strengths are managing, leading, sales and marketing management, senior client contact, corporate vision, and leadership selection. Don is based in Nashville with his wife Kristin and they have two adult children Chase and Brooks.
Keith Gross is a Director at Pacific Lake Partners. Since joining the firm, Keith has worked with over 75 search fund entrepreneurs and been involved in over 20 operating company acquisitions. Prior to joining Pacific Lake in 2015, Keith was an Associate at Hellman & Friedman in San Francisco. He began his career in the Investment Banking Division at Goldman Sachs, where he worked on M&A and capital markets transactions.
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.
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. Keith currently resides in the San Francisco Bay Area with his wife, Tina.
Sam Long joined Pacific Lake in 2018 after graduating from Harvard Business School. Previously, Sam served in the U.S. Marine Corps as an infantry officer, working in a variety of overseas roles in Afghanistan, the Republic of Georgia, Korea, and Japan. Sam also holds a B.S. in Political Science from the U.S. Naval Academy and an MPhil in International Relations from the University of Cambridge.
Federico de la Balze joined Pacific Lake in 2019 after graduating from Harvard Business School. Federico previously worked at Boston Consulting Group in New York. At BCG, Federico specialized in developing strategy, growth, and pricing initiatives across a number of industries. Federico was part of the NY Public Sector sales team and helped build that practice from scratch in the New York Metro area. Federico also holds a B.S. in Management Science and Engineering, and an M.S. in Civil & Environmental Engineering, from Stanford University.
Paul Anderson is an associate at Pacific Lake Partners and joined the firm in 2017. During his college career, Paul worked directly with a Search Fund Entrepreneur assisting in all aspects of the search process. He also worked as a summer associate at Summit Partners on their technology team, as a valuation consultant at Adams Capital, and as a summer analyst on the Home Depot online finance team.
Paul holds a B.S. in Business Administration, with highest honors, from the Georgia Institute of Technology where he was a Stamps President's Scholar.
Jack Bulmer is an associate at Pacific Lake Partners and joined the firm in 2019. Jack previously worked in various roles at Advention Business Partners, a boutique strategy consultancy, from 2015 to 2019, where he advised private equity investors and their portfolio companies on a range of strategic issues. In 2013, Jack co-founded semiconductor startup Goodlight and led fundraising efforts to develop and license efficient LED manufacturing processes. Jack holds a B.S. in Physics from Boston College and a M.S. in Nanoscale Engineering from the College of Nanoscale Science and Engineering.
Ann Fritsch is the Vice President of Administration and was the first employee of Pacific Lake Partners. In her role, Ann is responsible for varied assignments, including investor and entrepreneur communications, accounting, and financial reporting. Ann previously served as Vice President for a Florida corporation that Jim acquired through the Search Fund model.
Rob Morgan is the Controller and CCO at Pacific Lake Partners. 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. 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.
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 holds a B.B.A. in Accounting and Information Systems and an M.S. in Accountancy from the University of Massachusetts Amherst.
Courtney Flynn is the Accounting Manager at Pacific Lake Partners. Prior to joining the firm, Courtney was an Accounting Manager at a private equity firm and also worked as a Senior Investment Accounting Associate at a private equity fund administration firm. 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. Courtney is a Certified Public Accountant and holds a B.B.A. in Accounting from the University of Massachusetts Amherst.
Jessica Natale is an Executive Assistant at Pacific Lake Partners. In addition to providing administrative support, Jessica is responsible for the event planning of various conferences, CEO roundtable events and Searcher workshops. Prior to joining the firm, Jessica worked in Asset Management as a Meeting & Event Coordinator for teams of Portfolio Managers. She joined Pacific Lake in 2018, and holds a B.A. in Psychology from Boston College.
Richard Reese is the former Chairman and CEO of Iron Mountain. When Richard took over Iron Mountain in December 1981, the firm had 70 employees and $3 million in sales, mostly from storing documents in several underground vaults in the Catskills. Over the past 25 years, Richard turned the Boston-based company into an industry giant. Iron Mountain now has 17,000 employees and $2.3 billion in annual sales, a market capitalization of over $5 billion, and stores documents and data on five continents.
Richard, a graduate of Harvard Business School, now resides in Florida.
Doug McGregor has over 25 years of technology business experience, including executive positions in M&A, venture capital, sales, marketing, R&D and operations. Doug previously served as the CEO of WebEquity Solutions, a company acquired by Rational Equity. Prior to Rational Equity, Doug led Global Mergers & Acquisitions within SoftBrands, Inc., a $100M public software company. He built SoftBrands’ M&A practice from conception to over $30M in acquisitions within an 18-month period. Before that, Doug was Global Vice President/General Manager for Epicor Software, a $350 million public company. At Epicor he ran two international divisions and personally led numerous multi-million dollar sales campaigns to institutions such as Boeing, TRW, Goodrich Aerospace, General Electric, the US Air Force, and the US Navy. Under his leadership, Doug successfully groomed both divisions for sale and raised $20M in venture capital from Moore Capital and High Bar Ventures (founders of Sun Microsystems and Brocade Communications). Earlier, he founded, built and sold his own company, Athletic Technologies, Inc., a software company serving the recreation industry. Doug gained extensive R&D experience during his 10 years at Unisys Corporation, where he led several large, highly successful development projects.
Doug earned his BS in Computer Science from the University of Minnesota and is a frequent guest lecturer at the MBA program at the University of St. Thomas, St. Paul, MN.
Harold Ebbighausen was the Group President, North America Operations of Iron Mountain. In 18 years with the company, Harold held a number of key leadership roles and operating positions. In 1996, he was hired as Vice President of the company’s Data Protection business. Through a series of 17 acquisitions, he helped grow the company from $12-15 million to $150 million within five years. 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. Harold was promoted to Executive Vice President in 1998 and President in 2000.
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. When he began, Iron Mountain was a $1.1 billion business with over 10,000 employees. Within five years, it grew to $1.7 billion in revenue, maintained 150,000 customers, and employed approximately 9,000 people. In 2008, Harold was elevated to President, North America and was asked to lead the company’s Digital business. Here, he helped return the division to profitability and oversaw its sale.
Harold has also held a number of management roles in other services-based organizations, such as INSCI Corporation, Anacomp, and Endata. Prior to assuming these operational-based positions, he was in sales and sales management at Pitney Bowes and Metropolitan Life.
Phil Rosenbloom has over 25 years of experience in the insurance industry. He is currently the Managing Director at Bearence Management Group, a Regional Insurance and Risk Management firm. 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. Before his time at Bearence, Phil was President and Co-Founder of Rosenbloom & Rosenbloom, Inc (R&R), an insurance agency he managed from its inception in 1994, until its acquisition by Bearence in 2008. During Phil’s tenure as President, R&R grew its premium writings from $5 million to over $40 million.
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. Phil, his wife of 30 years, Tammie, and their three children, make their home in Minneapolis, Minnesota. Phil loves to spend time in northern Minnesota kayaking and waterskiing.
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. 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. WRE services customers from Maine to Maryland from 20 service locations. 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. 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.
John holds a BS from Southern New Hampshire University and an MBA from the McCallum Graduate School of Business at Bentley University. John is presently on the Board of Directors of Fast Water Heater, a Seattle, WA, based company that provides water heater service and installation from Seattle to San Diego and Vector Disease Control International, a Little Rock, AR, based company specializing in mosquito control and aquatics management throughout the US.
David Wendell has more than 25 years of experience in scaling service businesses. He was a key driver as Iron Mountain grew from $5 million to over $1 billion. David served as President and COO the last five years of that spurt, integrating 60 acquired businesses. Subsequently, David led BirdDog Solutions from startup to industry leader in several logistics specialties.
David has BA and JD degrees from the University of Virginia and an MBA from Harvard Business School.
Rob Ketterson, prior to being a Founding Partner of Volition Capital, was Managing Partner at Fidelity Ventures. While at Fidelity Ventures, Rob headed the U.S. and Europe investment teams. He has led a number of investments including mindSHIFT Technologies, Geotel, Nuance Communications, InterNAP, Webspective Software, Nexabit Networks, WaveSmith, Connected Corp and Intellon. Prior to Fidelity, Rob worked as a Manager in the high technology practice of The Boston Consulting Group. Prior to that, he was a Product Manager for PC products at VLSI Technology, Inc.
Rob received an undergraduate degree in Computer Engineering from the University of Arizona and an MBA from the MIT Sloan School of Management.
Graham Weihmiller is the CEO of BNI International. Prior to BNI, Graham led Griswold Home Care and Financial Health Services – two businesses he acquired in 2009. Before leading their recapitalizations in 2012, he made improvements across their operations. 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.
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. He’s currently Chairman of Griswold Home Care, Chairman of Financial Health Services, and a consultant and mentor for various middle market businesses across a range of industries. 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. Before that, he led major performance improvement projects at Bank of America in Charlotte and New York City.
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. He received his undergraduate degree in Finance from the College of William & Mary in Virginia.
Roger Gallo is President & CEO of EquipNet, Inc. He has overseen the company’s growth from a start-up to a leading international business that provides surplus equipment solutions to many top Fortune 500 companies. Prior to joining EquipNet, Roger led a management buyout of what was then Uniform Printing, the company acquired through Jim Southern’s – and the first known – search fund. During his tenure as CEO & President, Roger oversaw the transformation of Uniform Printing into three distinct businesses: 1. Uniform Information Services - an Internet based legal publishing company of regulatory databases that helped companies manage the complexity of regulatory information; 2. B2E Resource - a print and supply management company that utilized a dynamic web based catalog to help Fortune 1000 companies maximize efficiencies of their internal corporate purchasing needs, and; 3. Formcenter - a direct marketing business targeting specific software based vertical markets. He served as the lead person in raising both private equity and mezzanine financing and led several acquisitions to help accelerate growth and better position the businesses.
Roger has a BA from Claremont McKenna College and an MBA from Harvard Business School.
Ken Kirkham is the CFO of Carillon Assisted Living. Ken joined Carillon in 1998 and served as its COO for 15 years before transitioning to CFO in May, 2016. Prior to Carillon, Ken worked at KPMG and later ran entrepreneurial ventures, including serving as the COO of Bono’s Pit BBQ restaurant chain. Throughout his career, Ken has developed extensive financial and operational experience, including expertise in the start-up, turnaround, and merger and acquisition fields.
Ken graduated from Pace University in 1980, receiving both a Bachelor’s and Master’s degree in four years
Michael Wyman is the President of M. K. Wyman Associates. Mike has 20 years of C-level operating experience in high growth, technology-enabled services and healthcare companies. Mike began his career in management consulting at Braxton Associates and finance at Oracle. Most recently, Mike served as the COO of Senior Whole Health, a TA Associates company.
Mike received a BA in economics from Trinity College and an MBA from Harvard Business School.
David Ceolin is a General Partner at Innovation Grade Ventures. Innovation Grade is a venture capital firm focused on investing in technology firms with disruptive capabilities. In his role, David actively and collaboratively provides management recruiting, business development, strategic planning, and marketing assistance to his portfolio companies. Prior to founding Innovation Grade, David was the founder and CEO of Digital Cement, where he provided innovative multi-channel marketing programs to large international clients before selling the company to Pitney Bowes in 2007.
David received an? Honours Bachelor of Business Administration from Wilfrid Laurier University.
Don Fornes brings a wealth of digital marketing and demand generation expertise, as well as over a decade of CEO experience. Don was the founder and CEO of Software Advice, a demand generation firm serving the likes of SAP, IBM, Salesforce and over 1,000 other software application vendors. Don bootstrapped the business from concept to $28 million in revenue, 160 FTEs, and a successful sale to Gartner (NYSE: IT).
Ali was a key member of the leadership team for FleetCor, a leading provider of specialized payment products and services, including fleet cards, food cards,corporate lodging discount cards, and other specialized payment services for businesses worldwide. During Ali’s tenure at FleetCor, the company grew revenue from $150million to $1.7 billion. Ali holds an MBA from Harvard Business School.
Marcus leads the New England region of DaVita. After successfully rising through the ranks of DaVita’s post-MBA managerial training program, Marcus now manages over 700 employees across RI, NY, and CT. Marcus has an MBA from Stanford GSB.
Yarden joined Kantola Training Solutions in 2019 after spending a year as General Manager of a fast-growing direct-to-consumer startup. Yarden graduated from Harvard Business School, and prior to that spent six years in the Retail and eCommerce industries with Bloomingdales and Sephora. Yarden has a Bachelor’s degree from Washington University in St. Louis.
Kantola Training Solutions provides harassment, customer service, leadership, communication, health and security training services through video programs and courses. The company is based in Mill Valley, California.
D. R. joined Arizona College in 2019 after graduating from Harvard Business School. Arizona College is a health-related trade school that offers programs in, Nursing, Medical Assisting, Dental Assisting, Massage Therapy, and Health Information Technology. Previously he worked at Boeing as an engineer in a variety of roles in research, prototyping, and production environments. D. R. holds a B.S. in Aeronautics and Astronautics from Massachusetts Institute of Technology and a masters in Systems Engineering from Georgia Institute of Technology.
Arizona College is a nursing and healthcare school with a nationwide presence and headquartered in Phoenix, Arizona.
Kevin joined AspenRidge in 2019 after graduating from Harvard Business School. 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. Kevin holds a B.S. in Systems Engineering from the United States Military Academy at West Point.
AspenRidge is a mental health and addiction treatment and recovery services provider based in Denver, Colorado.