13F filing from SOLAMERE CAPITAL FUND II, LP, enter your Other posts add former Secretary of State John Kerry to the mix. Vivo Capital is a global healthcare investment firm that has been investing for over 20 years. Bottom line: Word is that capital is all committed and allocated, with a target just north of the $525 million raised for Fund II back in 2014. Prior to joining Transom Capital, Mr. Park was an Associate at Highview Capital, an operationally-focused private equity firm, where he was responsible for evaluating new investment opportunities and supporting strategic initiatives for the firm’s portfolio companies. Jobs; Jobs Tips; 7 Job Hunting Tips For When Businesses Aren’t Hiring ; How to Write a CV; How to Write a Great Job Application Email; 4 Great Personal Statement Examples for Your CV; How to Change Careers; … Capital — a large investment fund with billions of dollars under management — that was founded by a fellow named Tony Tamer. The reader should not assume that an investment in the portfolio companies … SI Capital is a long-term investor. Gross explains this is one of the reasons why the group pursued trading on the OTCQB platform. According to the New York Times, “unlike many private equity funds that specialize in scouting out companies to invest in directly, Solamere is a ‘fund … Solamere's strategic network of investors provides the ability to invest patiently for the long-term, to be creative in structuring either minority or majority transactions, and to leverage the Solamere Network of investors and executives as we seek to create meaningful value for our portfolio companies. A spokesman for Mitt Romney also did not respond. Number of Organizations 263; CB Rank (Hub) 22,236; Number of Founders 623; Average Founded Date Aug 6, 2013; Percentage Acquired 19%; Percentage of Public Organizations 2%; Percentage Non-Profit 0%; Number of For-Profit Companies 258; Number of Non-profit Companies … So we’re with you every step of the way. Q3 DATA. Tagg was helped by at least $10 million in seed money from his parents. Direct links to the EDGAR source material. See what employees say about what it's like to work at Solamere Capital. Our mission is long-term investment (multi-generational) and assistance to the portfolio companies’ leadership teams in … directors and executives of solamere capital af iii-a, lp. We invest using our own money. The firm looks to partner and invest in growing … Prior to Highview, Mr. Park was an investment banking analyst at Houlihan Lokey in its Capital Markets … Solamere Capital Fund II is a large advisory firm with 16 clients and discretionary assets under management (AUM) of $2,300,885,082 (Form ADV from 2020-06-26). Solamere Capital was formed in 2008 with a group of current and former CEOs, collectively leveraging their networks and expertise to source and drive value in private investments. Social Capital Portfolio Companies. About us. There’s no middleman. Personal Network. key people in solamere capital af iii-a, lp: taggart romney eric scheuermann spencer zwick. (Adds Solamere Capital, Eaglepoint Advisors) ... the private equity firm evaluate investment opportunities and will play a key role in contributing to the growth of its portfolio companies… directors and executives of solamere capital af iii-a, lp. Working with Tagg and the other founders of the firm, we designed an identity program to … The Company offers portfolio management, financial planning, and consulting services. The Company offers portfolio management, financial planning, and consulting services. © 2021 PitchBook Data. Industry Leaders Invested in the Future. He earned a B.A. The firm prefers to invest in the companies' healthcare, business and consumer products and services sectors across Canada and the United States. Typical companies of interest have revenues in the range of $10 to $100 million. To explore Solamere Capital‘s full profile, request access. Number of Organizations 82; CB Rank (Hub) 28,379; Number of Founders 95; Average Founded Date Oct 16, 2002; Percentage Acquired 45%; Percentage of Public Organizations 10%; Number of For-Profit Companies 81; Top Investor Types Venture Capital; Top Funding Types Venture - … Fund Name . We could find no evidence that any of them have served on the board of an energy company with ties to Ukraine. He leads buyout, mezzanine, and growth capital investments in small and mid-sized education, training, and human capital companies. Solamere is a top-tier private equity firm led by Mitt Romney’s eldest son Tagg. *DISCLAIMER: The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. Solamere Group … The firm was formed to source and manage investments for the founder of 5-hour ENERGY ®. Prior to Bain, he worked as an Associate for Solamere Capital, a Boston-based investment firm that focuses on leading middle-market companies. Form D (Filer) Published: 2018-01-30 16:44:24 Submitted: 2018-01-30 Filing Agent: SOLAMERE CAPITAL FUND III, LP Period Ending … He received … Organization Name . Tagg is the co-founder of Solamere Capital, a Boston-based private equity investment firm where he serves as managing partner . Currently on our 4th fund, TVV Capital has been successfully investing in and growing U.S.-based manufacturing companies for over 20 years. Through 19 funds, Sienna Capital has successfully deployed capital into more than 150 underlying companies. Fund Of Funds. Founded in 2008, Solamere Capital is a private equity firm and is based in Boston, Massachusetts. in Economics from the University of Utah and an MBA from Harvard Business School. The filing indicates that the new fund carries a $250 million target. Add Funds filter . Our Firm. Solamere has a committed capital structure with commitments from an expansive network of 200+ strategic investors, families, business owners and senior executives covering all major industries. Solamere Group, LLC provides investment advisory services. Bain Capital Portfolio Companies. Fund Owner . Public filings of Solamere Portfolio Company Investments III LLC raised by Solamere Capital LLC located in Boston, Massachusetts. Bain Capital . Get the full list », Chief Financial Officer & Chief Compliance Officer. Hart InterCivic is a full service election solutions innovator, partnering with state and local governments to deliver … *DISCLAIMER: The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. includes any. Solamere Group, LLC provides investment advisory services. Add Organizations filter . Portfolio. While it is unclear just how much H.I.G. Call … We are proud of our portfolio companies and the value they are creating for their customers, their employees, and their shareholders. Fios utilizes its financial expertise and vast personal network to create a meaningful partnership to benefit both Fios and its Portfolio Companies. Green rows indicate new positions. See what employees say about what it's like to work at Solamere Capital. Hart Intercivic is a company exclusively in the business of manufacturing and programming voting systems. Prior to joining Spire, Brad was an Associate at Solamere Capital, a private equity group focused on middle market investments. Meet Our Team. He also serves on the boards of 18 Renovus portfolio companies and is in charge of overall firm strategy. In the 2012 campaign, Romney was the candidate who defied transparency. Solamere Capital, the private equity fund-of-funds and co-investment firm co-founded by Mitt Romney’s eldest son, Taggart Romney, has begun raising its second vehicle, Solamere Capital Fund II LP, according to a government filing. Operator. Vivo is currently making investments from its $1.4B Vivo Capital Fund IX into private healthcare companies, from Read more. Portfolio Companies We pursue a sector-focused investment strategy, seeking to build market leading companies across the technology enabled business services, media ... Spire Capital is a private equity firm focused exclusively on the Technology Enabled Business Services, Media, Education and Communications sectors. 1. Fund Owner . Contact. See Vaibhav Saraiya's compensation, career history, education, & memberships. Our investment decision process, our core investment and portfolio management team, and our priorities remain the same since we made our first investment in 1995. Overview. E.g. Overview. Vivo is currently making investments from its $1.4B Vivo Capital Fund IX into private healthcare companies, from ... o Act as liaison between investment staff and their prospects/portfolio companies, CEO And it was reported in late August that TPG Capital is planning a pair of SPACs, one focusing on tech and the other on social impact deals, that will total some $700 … Here For You During COVID-19 NEW! It has office an additional office in New York City, New York. Visit Website » The story of Solamere Capital’s launch in 2008-2009 provides a rare glimpse into the overlapping business and political networks that sustain the … Get the full list », To view Solamere Capital’s complete exits history, request access », You’re viewing 5 of 24 team members. 3889 Maple Avenue Parkland Hall Suite 220 Dallas, Texas 75219 Partner with Us. This lead us to investigate the connection this company had with U.S. government entities. A free inside look at company reviews and salaries posted anonymously by employees. Portfolio firms reinvent themselves and become Covid chameleons. Our investments across multiple funds and strategies are driven by a value and growth-oriented investment strategy, combined with extensive medical and scientific expertise. Summary. Tenex is an operationally focused private equity firm that invests in middle-market companies. The firm last filed a Form D notice of exempt offering of securities on 2014-10-27. Solamere Capital . Prior to Transom, Mr. Firtel was an investment professional at Platinum Equity and was responsible for evaluating, structuring, and negotiating transactions and transitioning and overseeing operations of portfolio companies. The group's portfolio companies, which are based in the UK, maintain US subsidiaries. “It turns out that Hart Intercivic is owned, in large part, by H.I.G. 432 Cherry Street West Newton, MA 02465 617-969-6700 Solamere Capital did not respond to a request for comment. 1 Solamere Capital reviews. In 2008, Mitt Romney’s son Tagg co-founded an investment company named Solamere Capital — a “fund of funds” that invests in private-equity companies. PitchBook’s data visualizations quickly surface an investor’s historical investments—showing a breakdown of activity by industry, year and region. Founder & Managing Partner. SEC.report. Data is sourced from 13D/13G, 13F, and N-Q filings. The reader should not assume that an investment in the portfolio companies … Executive Assistant at Solamere Capital, LLC Boston, Massachusetts 500+ connections. Jobs. H.I.G. Social Capital . The greening of private equity: the watt and the why. First West Properties is an Alberta-based real estate investment company with a portfolio that consists of an industrial park in Regina, Saskatchewan which is fully developed and being sold to end-users. owns of Hart Intercivic, we do learn that … Diverse portfolio of investment types provides exposure to many different and interesting investment opportunities for the funds. Capital is a Miami-based private equity fund that manages $8.5 billion in capital. News. If you're considering working with us, we encourage you to contact the executives at any of our companies. The firm, founded by Tagg Romney, has hired Lee Scott, former CEO of Wal-Mart, as an operating partner. Our team serves as the M&A advisor for the family of companies. Data is sourced from 13D/13G, 13F, and N-Q filings. Description. We learn that one of the companies whose machines had failed was none other than Hart Intercivic. Join to Connect. Information. Number of Investors . Firstly, we discovered that Mitt Romney’s campaign finance manager and his son Tagg Romney invested via Solamere Capital (they own) into Hart InterCivic in 2011. Search / Go. Tekcapital PLC (OTCQB:TEKCF) CEO Clifford Gross spoke to Proctive about updates coming from each of the investment group's portfolio companies. 3 Solamere Capital reviews. Gauge Capital is a Dallas private equity firm focused on investing in growth-oriented middle market companies. Founded in 2008, Solamere Capital is a private equity firm and is based in Boston, Massachusetts. About. Home. These resources allow us to move quickly through our diligence process to closing. Lexington, Massachusetts, United States. Portfolio Our Team News Contact. The firm prefers to invest in the companies' healthcare, business and consumer products and services sectors across Canada and the United States. Save. All Solamere V Investment, LLC holdings are listed in the following tables. Solamere Group serves its clients in the United States. Brad joined Spire Capital in 2017. Solamere Capital Fund II is based out of Boston. Days later, Solamere Capital, led by Tagg Romney, Mitt Romney's son, announced plans to raise up to $300 million for a new SPAC formed in conjunction with former House Speaker Paul Ryan. Under the leadership of Tagg, Eric, and Spencer, the firm continues to be active in making both direct investments in operating companies as well as partnering with other private equity and venture capital investors. Solamere Capital was named after a private community in Deer Valley, Utah, where Romney owned a ski mansion. As the largest investor in our own funds, our interests are aligned with those of our partners. PitchBook is a financial technology company that provides data on the capital markets. Solamere Capital Fund Iii, Lp Form D. Companies; Documents; Forms; Alerts; Stock Ticker Lookup. Summary. All rights reserved. Ken Firtel. The firm looks to partner and invest in growing founder and family-led businesses with EBITDA greater than $7 million. Prior to joining Columbia Capital, Don was the Chief Financial Officer of Digital Television Services and Sterling Cellular, two former Columbia portfolio companies. Partner with Us. These investments represent over $3 billion in equity capital. According to a press release emailed by Solamere yesterday, Scott will assist in evaluation of investment opportunities and growth of the firm’s portfolio companies. … Form D Solamere Capital Fund Iii, Lp D - Notice of Exempt Offering of Securities . Save. Parent Organization . Don also served in various financial and operational management positions for Contel Cellular, a subsidiary of Contel Corporation, and was a member of the audit department of Arthur Andersen, LLP. Sticky capital allows Fios to avoid the liquidity concerns of many private equity funds. Under the leadership of Tagg, Eric, and Spencer, the firm continues to be active in making both direct investments in operating companies, as well as partnering with other private equity and venture capital investors. Data-driven Solutions for Venture Capital Streamline the flow of data from portfolio companies to your firm, track KPIs and financial performance against your position in each company, generate audit-ready valuations and quarterly LP reports and track everything in dashboards designed for venture capital firms. ... Its principals have worked together for over a decade, employing the hybrid skill set of operational leadership and capital markets structuring. 3 results Search 3 results Statistics . Venture Capital Portfolio Management Solutions. Solamere Group, LLC provides investment advisory services. Parent Organization . The Company offers portfolio management, financial planning, and consulting services. Solamere Capital was formed in 2008 with a group of current and former CEOs, collectively leveraging their networks and expertise to source and drive value in private investments. Kevin Williams is the founder … Solamere Capital LLC is an investment firm specializing in direct and fund of fund investments. First West Properties Ltd. merged with Mosaic Diversified Income Fund under the Mosaic Capital Corporation umbrella in May 2011. This information is available in the PitchBook Platform. Companies People Investors Funding Rounds Acquisitions Schools Events Hubs Saved . US and Canadian buyout, growth equity, secondaries, venture capital and other PE funds collected $200bn at the end of September, down 25% from the same time last year. Add Column . Since 2006, DRD Capital is a boutique private equity firm investing in leading Internet companies, tailoring investments to fit each company's circumstance. Included below are current and past portfolio companies where the Power Opportunities strategy had a control position or significant influence. Mr. Firtel is a Founder and Managing Partner of Transom Capital Group. Bradley Whitman founded Renovus Capital Partners in 2010. We partner with business owners and management teams to help drive the next chapter of growth. Brad is responsible for transaction sourcing, executing new investments and portfolio company management. Announced Date . SOLAMERE CAPITAL FUND III, LP. Solamere Capital. The team at Lineage Capital and the companies we partner with share a commitment to integrity, character, and hard work. A free inside look at company reviews and salaries posted anonymously by employees. Solamere Capital LLC is an investment firm specializing in direct and fund of fund investments. Kevin Williams. Current portfolio company … No broker. Solamere Capital, the Boston-based private equity shop co-founded by Tagg Romney (and chaired by dad Mitt), disclosed in SEC filings that its in the midst of raising its third fund. We look for partnerships where we can add tangible value while extending the success and rewards—personal and financial—of our owner-manager partners and their teams. ... Glassdoor has 3 Solamere Capital reviews submitted anonymously by Solamere Capital employees. Our Team. Lyft, Twitter, Box. You’re viewing 5 of 8 investments. Solamere provides a vehicle that aims to enable CEOs and industry leaders to pool both their capital and their networks to source and add value to private investment opportunities. Prior to Solamere, Brad was an … The other co-founding partners are Spencer Zwick, a campaign fund-raiser for Mitt Romney, and Eric Scheuermann, with a private … Coronavirus December 1 2020. Silverhawk has the ability to execute investments in the $25-$175 million range, in companies valued at up to $1 billion. Solamere Group … Family of companies. Fios Capital is an outgrowth of the family office of Jim Hillary where Hillary has been an investor in public and private markets for three decades. Sienna Capital has invested in nine disclosed asset managers, providing it exposure to a broad range of asset classes and strategies including: private equity, growth capital, venture capital, healthcare, technology, and hedge fund. Salaries, reviews and more - all posted by employees working at Solamere Capital. Founded in 2008, Solamere Capital is a $1+ billion private equity firm focused on leveraging its unique network to invest in leading middle market companies. EASTWARD CAPITAL PARTNERS, LLC. SI Capital has offices in Detroit, Chicago, and Singapore. Vivo Capital is a global healthcare investment firm that has been investing for over 20 years. Prior to Solamere, he worked as an Analyst for Goldman Sachs. About Solamere Capital: Solamere Capital is a $2 billion multi-strategy private investment firm founded in 2008 by Tagg Romney, Eric Scheuermann, and Spencer Zwick. Fios Capital is an outgrowth of the family office of Jim Hillary where Hillary has been an investor in public and … key people in solamere capital af iii-a, lp: taggart romney eric scheuermann spencer zwick. The firm prefers to invest in the companies' healthcare, business … Fios draws on a strong personal network developed over decades to assist in the research process and to help guide strategy for its portfolio companies. Edit View Timeline Export to CSV . Our investments across multiple funds and strategies are driven by a value and growth-oriented investment strategy, combined with extensive medical and scientific expertise. Salaries, reviews and more - all posted by employees working at Solamere Capital. He is a Director at ERI Solutions and a Board Observer at Vector Media.