5
Total investments
0
Early stage
1
Mid stage
1
Late stage
27y
Years active
Portfolio
3 investments · sorted by recency
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Late stage
Independent Board Member
Sep 2022
KServicing is the organization built to help small business owners manage outstanding loans previously taken through Kabbage Funding™ and the Paycheck Protection Program (PPP).
The company was born when financial giant American Express acquired Kabbage, the leading financial technology company providing cash flow management solutions to small businesses in the U.S. in 2021. Through that transaction, the standalone company KServicing was founded, to help maintain consistency in the way Kabbage Funding and Paycheck Protection Program users manage existing loans.
KServicing’s goal is simple: to help Kabbage Funding™ and PPP loan holders manage outstanding loans, and gain PPP loan forgiveness.
If you have questions about your loan, or qualifying for loan forgiveness, contact us today. If you are seeking to originate a new loan, visit kabbage.com, or for more information on KServicing, visit kservicing.com.
Board Member (Nom/Gov Committee, Compensation Committee)
Aug 2022
1847 Holdings LLC, (OTCQB:EFSH) is a publicly traded partnership that is quoted on the Over-the-Counter Bulletin Board. 1847 seeks to combine the most attractive attributes of owning private, lower-middle market businesses with the liquidity and transparency of a publicly traded company. 1847 intends to provide shareholders with non-correlated returns while allowing shareholders to liquidate their position in 1847 Holdings LLC at any point during an investment timeline.
http://www.1847holdings.com/contact/
Board Member (Restructuring Committee)
2009
Zounds Hearing designs, manufactures and retails high-performance hearing aids through a network of franchise locations throughout the US. Headquartered in Tempe, Arizona, the company's technology enables breakthroughs in product, performance, selection and value. Zounds utilizes internally developed research and 57 exclusive patents. For more information, please visit http://www.ZoundsHearing.com
Experience · 7 entries
All (7)
Investments (5)
Board (5)
2023
Independent Board Member
Aug 2023
Caliber invests in, manages and develops real estate in markets we know well.
We do this as an alternative asset manager, providing private real estate investments and funds for accredited investors, investment advisors, broker-dealers, family offices, and institutional investors.
Caliber operates an integrated group of businesses that enable it to create new investment funds and capitalize those opportunities through in-house fundraising.
Caliber further has an in-house investment platform that enables it to discover potentially attractive and undervalued real estate, acquire it, develop it, construct it, and manage it for a profit.
Caliber is a public company listed on Nasdaq, ticker symbol: CWD
2022
Independent Board Member
Sep 2022
KServicing is the organization built to help small business owners manage outstanding loans previously taken through Kabbage Funding™ and the Paycheck Protection Program (PPP).
The company was born when financial giant American Express acquired Kabbage, the leading financial technology company providing cash flow management solutions to small businesses in the U.S. in 2021. Through that transaction, the standalone company KServicing was founded, to help maintain consistency in the way Kabbage Funding and Paycheck Protection Program users manage existing loans.
KServicing’s goal is simple: to help Kabbage Funding™ and PPP loan holders manage outstanding loans, and gain PPP loan forgiveness.
If you have questions about your loan, or qualifying for loan forgiveness, contact us today. If you are seeking to originate a new loan, visit kabbage.com, or for more information on KServicing, visit kservicing.com.
Board Member (Nom/Gov Committee, Compensation Committee)
Aug 2022
1847 Holdings LLC, (OTCQB:EFSH) is a publicly traded partnership that is quoted on the Over-the-Counter Bulletin Board. 1847 seeks to combine the most attractive attributes of owning private, lower-middle market businesses with the liquidity and transparency of a publicly traded company. 1847 intends to provide shareholders with non-correlated returns while allowing shareholders to liquidate their position in 1847 Holdings LLC at any point during an investment timeline.
http://www.1847holdings.com/contact/
2018
Board Member (Strategic Planning Committee and Chair of M&A Committee)
2018
Founded in 1934 outside of New York City, Barrie House is a family-owned coffee roaster that produces premium, handcrafted coffee.
The business began in the family garage, as we packed and sold fresh roasted coffee to New York’s finest restaurants and hotels. From the beginning, we focused on the principles of service, quality and customer relationships. Those principles are still the foundation of our company.
Like all great family secrets, the art of roasting our specialty coffee has been passed down from one generation to the next. For over 80 years, we have carefully selected, blended, roasted, and packed what we believe is the world’s finest coffee.
Today, Barrie House is a leading roaster and manufacturer for private label and branded coffee products sold through the retail, e-commerce, food service, and hospitality channels.
We are a leading Fair Trade coffee provider in the U.S. and hold a patent for the design of our proprietary single-serve cup. We believe that the secret to our success is based upon a simple idea: that coffee should be of the highest quality - distinct, consistent, aromatic, balanced, and most of all, delicious.
https://www.listennotes.com/podcasts/winning-at-work/transforming-a-new-york-city-wLJyv8S4b5D/
2009
Board Member (Restructuring Committee)
2009
Zounds Hearing designs, manufactures and retails high-performance hearing aids through a network of franchise locations throughout the US. Headquartered in Tempe, Arizona, the company's technology enables breakthroughs in product, performance, selection and value. Zounds utilizes internally developed research and 57 exclusive patents. For more information, please visit http://www.ZoundsHearing.com
Show all 7 entries ↓
Investment activity
1999–2023 · 5 investments
Recent (last 2 years)Earlier
