Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- SC
Lists including Nina
Investments
Work Experience
2024
Strategic Advisor
2024
• Led lower middle-market specialty financing and M&A investments in services businesses for Wades family foundation (wadesfoundation.org) • Senior Advisor and Board Member for an AI-powered diagnostic tool for HVAC and plumbing field service technicians driving market expansion into private equity and family office-backed groups (https://www.bluebirdapp.ai/)
2022 - 2023
Investor
2022 - 2023
Early stage pre-seed, seed, and Series A stage tech and fund investments Board member of two businesses until 3/24 (series Seed and Series A)
2018 - 2021
Vice President
2018 - 2021
Co-led investment strategy for Baird’s US Industrial Technology and Solutions Private Equity team $400M Global Middle Market Private Equity Fund
2015 - 2018
Senior Investment Associate
2015 - 2018
During and post-MBA, worked with Stanford alumni to establish and fundraise for formal angel investment fund (now Black Star Fund). Raised over $10m for fund and established end to end investment process. Completed diligence for six investments
2012 - 2014
Senior Associate
2012 - 2014
$350M generalist middle market private equity fund
2011 - 2012
Investment Analyst
2011 - 2012
$1.6B middle-market pan-African mezzanine debt and equity investment fund Established and launched firm’s investments in West African region (Ghana, Nigeria)
2009 - 2010
Portfolio Ops / Investment Intern
2009 - 2010
Late-stage venture capital and advisory firm to technology and electronics startups. Completed divestiture of portfolio company’s large warehouse asset
2007 - 2009
Investment Banking Analyst
2007 - 2009
Credit Suisse's Global Industrials and Services Group