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