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Experience · 4 entries
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Investments (1)
2023
Investor
Sep 2023
FTV Capital is a growth equity investment firm that has raised over $10.2 billion to invest in high-growth companies offering a range of innovative solutions in financial technology and services, vertical software, enterprise technology and services, and healthcare technology and services. FTV’s experienced team leverages its domain expertise and proven track record in these sectors to help motivated management teams accelerate growth. FTV also provides companies with access to FTV Propel®, experienced executives dedicated to driving value for our portfolio companies across a range of business functions, and FTVs Global Partner Network®, a group of the world’s leading enterprises and executives who have helped our portfolio companies for over 28 years. Founded in 1998, FTV Capital has invested in over 150 portfolio companies. FTV has offices in New York, San Francisco, London and Connecticut.
2017
Investment Team
Apr 2017
Aldrich Capital Partners (“ACP”) is a middle-market private equity firm investing in promising enterprises in the United States. Aldrich Capital Partners primarily focuses on investments in technology sectors such as healthcare IT, internet, software and financial services technologies.
ACP was formed by experienced investors and operators who are successful entrepreneurs in their own right. The firm was started with the philosophy of “being the entrepreneurs behind the entrepreneur”, ….helping private, entrepreneur-run companies attain their growth objectives by tapping into the resources, knowledgebase and network of relationships of the ACP organization, a team that has been responsible for over $1 Billion in technology investments over the past decade.
Companies in which the ACP Principals have invested have successfully completed Initial Public Offerings (“IPO”) and have had numerous investments be successfully acquired by large corporations. We have a successful track record of working with owner-operators and entrepreneurs to build companies for the long-run and then help them realize their liquidity objectives when they are ready.
ACPs principals are investors and operators who bring their experience to bear from the strategic investment level down through active support of portfolio companies at the operational and business planning level. ACPs leadership and advisors bring many decades of experience executing transactions in sectors such as business services, software & cloud-services, FinTech, healthcare IT and internet.
ACP is headquartered in the Washington D.C. metro area, with additional offices in the San Francisco Bay Area and a research center in Hyderabad, India.
2016
Analyst - Credit
Jul 2016
The First Capital team has deep knowledge and experience in the entire commercial real estate ecosystem. Our expertise is utilized and shared in conjunction with our affiliates, partners and individual and institutional clients. We accomplish our investment objectives by executing on a dual strategy of [i] acquiring existing stabilized cash flowing assets at below their replacement costs to support stable, consistent, distributions and [ii] simultaneously acquiring opportunistic assets which we can reposition, redevelop or remarket to create value enhancement and capital appreciation. Investing in real estate gives individuals the opportunity to increase their income. There are many ways to get involved in commercial real estate securities such as direct ownership, DST programs and REITs. First Capital can provide invaluable market perspective to help position you for future success. We can help value your current property portfolio and identify opportunities to maximize your returns through an appropriate mix of sales, refinancing, and/or acquisitions.
2011
Private Wealth Management
Mar 2011
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that its our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of lifes questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
* Our awards https://www.ubs.com/awards
Social Media Legal Terms: http://www.ubs.com/social-legal
