Our Managing Partners are passionate and dedicated entrepreneurs with strong investing and operating experience.

Jeff Conn

Jeff Conn

Jeff was born in Santa Monica, California and is a fourth generation Southern Californian. He holds a Masters in Management from Stanford University’s Graduate School of Business and a Bachelor’s degree in Economics from Columbia University.

Jeff most recently served as Lead Case Writer at the Center for Entrepreneurial Studies at Stanford’s Graduate School of Business, where he worked with Stanford faculty and some of the world’s preeminent business leaders and entrepreneurs to develop cutting-edge research and coursework for the school’s entrepreneurship classes. Previously, Jeff served as co-founder and CEO of Beam, an industrial safety management software startup for manufacturing companies. 

In his free time, Jeff enjoys baseball, basketball, surfing, grilling, and writing. Jeff and his wife Balyn, an assistant professor in UCSF’s Pharmaceutical Chemistry Department and Cardiovascular Research Institute, currently live in San Francisco, California.

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Brian Greeley

Brian Greeley

Brian was born on a U.S. military base in Tacoma, Washington. A military brat whose father retired as a Master Sergeant after 24 years in the U.S. Air Force, Brian grew up in Washington, Korea, Japan, Texas, and Germany, where he graduated from a U.S. military high school. Brian was the first in his family to attend college, graduating magna cum laude with a Bachelor’s degree in Economics from Princeton University.

Brian most recently was the head of technology investing at Newbrook Capital Advisors, an investment fund based in New York City. At Newbrook, Brian was responsible for sourcing, researching, and monitoring investments in the software, technology services, semiconductor, and hardware industries.

In his free time, Brian enjoys football, baseball, automobiles, history, and learning about technology. Brian currently lives in Dallas, Texas.

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Our Institutional Partners provide significant financial backing and bring decades of growth investment and entrepreneurial acquisition expertise.

Pacific Lake Partners is a $200M investment firm dedicated exclusively to investing in private companies through the search fund model. Co-founded by Jim Southern and Coley Andrews, Pacific Lake's experience spans from the first search fund acquisition in 1984 by Jim Southern to today. The firm has invested in over 100 search funds in the last five years across the United States, Canada, Mexico, South America, Europe, and Africa. Pacific Lake's team of full-time professionals and Special Limited Partners bring a mix of deep search fund investing and growth-company operating experience to support our entrepreneurs.

Trilogy Search Partners is a closely-held investment firm that invests in acquisitions of small, profitable companies, sourced primarily through the search fund model. Trilogy’s roots include the formation and leadership of some of the largest mobile operations in the US as well as other global technology and wireless companies.  Trilogy partners with search fund entrepreneurs, providing them with expertise and capital throughout the process of sourcing, acquiring and operating companies that meet their criteria.


Our Individual Partners consist of entrepreneurs, operators, and investors with a wealth of experience in managing and scaling businesses.

David DodsonManaging Partner, Futaleufu PartnersProfessor, Stanford Graduate School of Business

David Dodson

Managing Partner, Futaleufu Partners

Professor, Stanford Graduate School of Business

Gerald RiskVice Chairman, AsurionProfessor, Stanford Graduate School of Business

Gerald Risk

Vice Chairman, Asurion

Professor, Stanford Graduate School of Business

Jim EllisCo-founder, AsurionProfessor, Stanford Graduate School of Business

Jim Ellis

Co-founder, Asurion

Professor, Stanford Graduate School of Business

Will ThorndikeManaging Partner, Housatonic PartnersAuthor, The Outsiders

Will Thorndike

Managing Partner, Housatonic Partners

Author, The Outsiders

Peter KellyProfessor, Stanford Graduate School of BusinessFormer CEO, Pacific Pulmonary Services

Peter Kelly

Professor, Stanford Graduate School of Business

Former CEO, Pacific Pulmonary Services

Doug TudorManaging Partner, Ravenscourt PartnersFormer SVP, Asurion

Doug Tudor

Managing Partner, Ravenscourt Partners

Former SVP, Asurion

Rick GustafsonFormer CFO, ServiceMax

Rick Gustafson

Former CFO, ServiceMax

Andrew SaltounFounder, Saltoun Capital PartnersFormer CEO, Integra Partners

Andrew Saltoun

Founder, Saltoun Capital Partners

Former CEO, Integra Partners

Lucas BraunFormer CEO, OnRamp

Lucas Braun

Former CEO, OnRamp

Ryan RobinsonFormer Chairman and President, OnRamp

Ryan Robinson

Former Chairman and President, OnRamp

Chris LueckFormer CEO, FastSpring

Chris Lueck

Former CEO, FastSpring

Ned TomasevicCEO, EZR Logistics

Ned Tomasevic

CEO, EZR Logistics

Will BressmanCEO, RIA In A Box

Will Bressman

CEO, RIA In A Box

G.J. KingPresident, RIA In A Box

G.J. King

President, RIA In A Box

Kent WeaverChairman and CEO, Progressive Home Care

Kent Weaver

Chairman and CEO, Progressive Home Care

Mario SiciliaCEO, Laboratorio Médico Polanco

Mario Sicilia

CEO, Laboratorio Médico Polanco

 
Angel Alvarez CadaviecoManaging Partner, Alza Capital PartnersFormer Co-CEO, Universidad Tres Culturas

Angel Alvarez Cadavieco

Managing Partner, Alza Capital Partners

Former Co-CEO, Universidad Tres Culturas

Guillermo ZambranoManaging Partner, Alza Capital PartnersFormer Co-CEO, Universidad Tres Culturas

Guillermo Zambrano

Managing Partner, Alza Capital Partners

Former Co-CEO, Universidad Tres Culturas