3
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1
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0
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Portfolio
2 investments · sorted by recency
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Board Observer
Jan 2019
Suzy is the leading consumer insights platform, connecting quant, qual, and high quality audiences into a single connected research cloud. We help you make smarter decisions by giving you access to the richest data set on consumers and providing powerful tools to help you analyze it. With Suzy, you can understand your consumers like never before.
Board Observer
Jul 2018
Improve audience engagement, inform editorial decisions, and increase readership. Chartbeat delivers real-time analytics, content intelligence, and transformative newsroom tools for digital media and publishing companies around the world.
We believe that today’s content creators need mission-critical insights – in real time and across desktop, social, and mobile platforms – to build a loyal audience. That’s why our software goes beyond clicks and pageviews so content creators can understand what, within their content, is keeping people engaged. Partnering with over 60,000 media brands across 60+ countries, Chartbeat’s tools help the world’s leading media companies understand, measure, and build business value from the attention earned by their content.
Were constantly on the lookout for talented and energetic folks to join our Chartteam in our growing-every-second Manhattan office. See all of our current Chartteam members at chartbeat.com/about, and check out available job openings right here on this company page and on chartbeat.com/careers.
Experience · 7 entries
All (7)
Investments (3)
Board (3)
2021
Managing Director
Feb 2021
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023, 2024, and 2025 Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*.
Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies.
*Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, bot obtaining the award.
2019
Board Observer
Jan 2019
Suzy is the leading consumer insights platform, connecting quant, qual, and high quality audiences into a single connected research cloud. We help you make smarter decisions by giving you access to the richest data set on consumers and providing powerful tools to help you analyze it. With Suzy, you can understand your consumers like never before.
2018
Board Observer
Jul 2018
Improve audience engagement, inform editorial decisions, and increase readership. Chartbeat delivers real-time analytics, content intelligence, and transformative newsroom tools for digital media and publishing companies around the world.
We believe that today’s content creators need mission-critical insights – in real time and across desktop, social, and mobile platforms – to build a loyal audience. That’s why our software goes beyond clicks and pageviews so content creators can understand what, within their content, is keeping people engaged. Partnering with over 60,000 media brands across 60+ countries, Chartbeat’s tools help the world’s leading media companies understand, measure, and build business value from the attention earned by their content.
Were constantly on the lookout for talented and energetic folks to join our Chartteam in our growing-every-second Manhattan office. See all of our current Chartteam members at chartbeat.com/about, and check out available job openings right here on this company page and on chartbeat.com/careers.
2016
Board Member
2016
SailMaine is a community sailing center based on the Portland waterfront. Our mission is to provide affordable access to the water through community sailing and educational programming.
We offer Junior Sailing Summer Programs, High School Competitive Sailing, Adult Learn to Sail Programs, Community and Corporate Programs, Adaptive Sailing, Social and Family Sailing and Boat Rentals. We aim to offer something for our entire community!
SailMaine hosts several events throughout the year, including regattas, fun races, social events and special sailing events. Our events are meant to get more people out on the water and build community around sailing. Come on down, get involved and get sailing!
2000
Managing Director
Jul 2000
At North Atlantic Capital, we provide growth capital to innovative technology companies across the United States. Founded in 1986 and based in Portland, Maine, we are currently investing our fifth fund, which is capitalized at more than $123 million. We target high-growth, later-stage technology businesses with annual revenues of more than $10 million. Our initial investments are structured as subordinated debt with warrants or equity features, and typically range between $5 million and $10 million.
More Flexible than Debt. Less Costly than Equity.
Structured Debt Features
Our structured debt offering has several attractive characteristics for rapidly growing businesses seeking patient risk capital:
• No financial covenants
• Six-year term with no principal payments due until maturity
• Fixed interest rate for term of the loan
• Deeply subordinated to senior working capital loans
Our pricing compares very favorably to equity financings, and our structure is far more flexible than traditional venture debt.
Typical Applications
North Atlantic’s structured debt has been utilized in the following situations:
• As final growth capital raised in anticipation of an exit
• To provide founder or shareholder liquidity
• To refinance existing mezzanine or venture debt that is amortizing
• To finance acquisitions
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Investment activity
2016–2019 · 3 investments
Recent (last 2 years)Earlier
