3
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0
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1
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9y
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Portfolio
2 investments · sorted by recency
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Investor
2021
Concertiv provides procurement-as-a-service to mid-market financial services firms, helping them reduce spend, minimize risk, and save time across four key spend categories including travel, market data, technology, and insurance.
Investor
2018
Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent digital platform. We uphold the fiduciary standard, always putting our clients best interest before our own. Our foundation is built on a partnership philosophy, where we are dedicated to generating long-term value for our clients, team and community.
We believe in a broad and deep perspective of wealth that includes legacy, family, relationships and ultimately your well-being. Our vision is a better future for you, where you can enjoy your wealth now, and for years to come.
For more information, please visit www.rscapital.com.
Investment advisory services offered through Robertson Stephens Wealth Management, LLC, an SEC-registered investment advisor.
Experience · 6 entries
All (6)
Investments (3)
2021
Investor
2021
Concertiv provides procurement-as-a-service to mid-market financial services firms, helping them reduce spend, minimize risk, and save time across four key spend categories including travel, market data, technology, and insurance.
2018
Investor
2018
Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent digital platform. We uphold the fiduciary standard, always putting our clients best interest before our own. Our foundation is built on a partnership philosophy, where we are dedicated to generating long-term value for our clients, team and community.
We believe in a broad and deep perspective of wealth that includes legacy, family, relationships and ultimately your well-being. Our vision is a better future for you, where you can enjoy your wealth now, and for years to come.
For more information, please visit www.rscapital.com.
Investment advisory services offered through Robertson Stephens Wealth Management, LLC, an SEC-registered investment advisor.
2017
Investor
2017
Tinubu is the global leader in enterprise SaaS solutions, purpose-built for the specialty insurance industry. Combining deep technology expertise with decades of insurance know-how, Tinubu provides a cloud-native platform covering the full value chain of credit insurance and surety: from underwriting and policy administration to distribution and claims.
Founded in 2000 and headquartered in Paris, Tinubu operates across five continents with 350 employees in Paris, New York, Zurich, Orlando, Budapest, Bangalore, and Singapore. Today, the company supports more than 45 insurers and 150 agencies worldwide.
✅ Our vision: To be the world’s most flexible, intelligent, and trusted software partner for specialty insurance.
✅ Our promise: Multiplying possibilities by connecting the entire insurance value chain.
2016
Principal
2016
Long Arc Capital is a private equity firm dedicated to building and scaling breakthrough businesses. The firm operates with an investor/owner mindset and partners with entrepreneurs and management teams to build sustainably successful companies.
2007
Senior Private Equity Analyst
2007
Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco and London. With approximately $39 billion of assets under management* and more than 400 employees, Audax is a leading capital partner for middle market companies, operating through three distinct business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. For more information, visit the Audax Group website www.audaxgroup.com.
Beware of fraudulent recruitment scams posing as Audax Group or another Audax entity. These scams often involve fake job offers that request payment or personal information. Legitimate job opportunities with Audax will never require any form of payment or request sensitive financial or personal details. Additionally, Audax does not hire remote workers nor does it make offers of employment to candidates who have not gone through a detailed selection process consisting of meetings and interviews. To verify the legitimacy of job offers, always refer to the Audax official career website. Any communication regarding job applications will come from verified email addresses (i.e., ending in "@audaxgroup.com” or “@audaxprivateequity.com” or “@audaxprivatedebt.com”) and will not involve payment requests.
*As of December 31, 2023
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Investment activity
2017–2021 · 3 investments
Recent (last 2 years)Earlier