Associates

ASSOCIATES

CONTACTS

LOCATION

WEBSITE

ASSOCIATES

Kevin Glaser & Dylan Lin

Bearing Partners, LLC 309 East Paces Ferry Rd NE Suite 400 Atlanta, GA 30305

Bearing Partners is an independent financial sponsor and a trusted advisor to lower middle-market businesses. For principal investments, we seek to partner with strong management teams and founder(s) across a number of industries with EBITDA ranging from $1M to $8M. Our advisory practice is focused on helping founder-led, family-owned and private equity-backed businesses with their corporate and operating strategies as well as transactional advisory including M&A and capital raises.

ASSOCIATES

Beth Jacobs

900 5th Avenue New York, NY 10021

ASSOCIATES

Phil Fresen

Garros Group LLC 32 Windermere Terrace Short Hills, NJ 07078

Garros Group LLC is an investment banking boutique serving leading companies and investors in the media and information services industry. We have a specialty focus on “technology enabled marketing services”, including internet advertising, digital media, e-commerce, social media, mobile, online video and data-driven targeted marketing.

ASSOCIATES

David Linch

3060 Peachtree Road NW Suite 1570 Atlanta, GA 30305

Linch Capital assists companies seeking equity or debt growth capital, pursuing a divestitures or acquisitions, and seeking financial advisory services. Our focus is on growth companies in the technology, digital and traditional media, or financial services technology sectors with operations based in the Southeastern United States.

ASSOCIATES

James Freeman & Ricky Novak

3060 Peachtree Road NW Suite 1830 Atlanta, GA 30305

Strategic Capital Partners is a boutique investment bank that focuses on gaining access to capital markets through the development of tax mitigation and operational business strategies that focus on green, sustainable, and socially responsible initiatives.

ASSOCIATES

Joncarlo Mark, 530-758-7888

2800 Fifth St. Suite 120 Davis, CA 95618

Founded in 2011, Upwelling is a California-based investment advisor that specializes in providing liquidity and management solutions for legacy private capital portfolios.  Specifically, Upwelling intermediates the sale of limited partnership portfolio interests and direct in-kind equity holdings.  In addition, Upwelling sources capital and assists with the structuring of private equity fund and holding company recapitalizations.  Clients include global investment management organizations, fund-of-funds, private equity/private credit/venture capital managers, endowments, foundations and family offices.

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