Team

Institutions

 

Partners

Institutions

 

ALZA CAPITAL

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Guillermo Zambrano

Co-Founder and Managing Partner

Guillermo co-founded ALZA Capital Partners in 2018. Prior to ALZA, he and his partners, Angel Alvarez and Jesus Lanza. raised a Search Fund based in Mexico (Lottus Capital) and ran a 22-month search process across multiple industries. The search phase concluded with the successful acquisition of Universidad Tres Culturas, a private university in the central region of Mexico, under the umbrella of Lottus Education, a newly created platform for higher education investments in Latin America.

 

During his tenure as Co-CEO and Head of Business Development and Strategy at Lottus Education, Guillermo led high-growth strategies such as the introduction of 3 masters degree, weekend and evening shifts, redesign of marketing and sales strategy, and the development of 6 new university campuses. Guillermo remains as an active Shareholder, participating in Board meetings and supporting management in the consolidation of the higher education industry in Mexico. Before launching Lottus Capital, Guillermo worked for in strategic, operational and investment-related roles at Credit Suisse, FEMSA, and Alimentos Naturales Sabroza.

 

Guillermo currently serves in the Board of Directors of The Skin Center, IPM Montessori, International Assembly Inc., Travelmax, Citrofrut and Quality Post. 

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Angel Alvarez

Co-Founder and Managing Partner

Angel co-founded ALZA Capital Partners in 2018. Prior to ALZA, he and his partners, Guillermo Zambrano and Jesus Lanza raised a Search Fund based in Mexico (Lottus Capital) and ran a 22-month search process across multiple industries. The search phase concluded with the successful acquisition of Universidad Tres Culturas, a private university in the central region of Mexico, under the umbrella of Lottus Education, a newly created platform for higher education investments in Latin America.

 

During his tenure as Co-CEO, Head of Operations, and Dean at Lottus Education, he managed to expand the university from 3 to 9 campuses, growing the student population from 5,000 to over 15,000 students. Angel remains as an active Shareholder, participating in Board meetings and supporting management in the consolidation of the higher education industry in Mexico. Before launching Lottus Capital, Lottus, Angel worked in private equity, M&A and investment-related roles at J.P. Morgan and Miura.

 

Angel currently serves in the Board of Directors of Merchant Capital Source, Frenkit and Cristalware. 

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Javier Paez

Principal

Javier joined ALZA in 2019. He focuses on actively sourcing Search Funds, managing the portfolio and evaluating new investments.

Prior to joining, Javier worked as a Consultant with BCG. In that role, he led projects on corporate development, cost optimization and social impact in Mexico and Guatemala. Previously, Javier worked in Investment Banking roles at Lazard in the US and Alfaro, Davila & Scherer in Mexico. During this time, he focused on advising clients on matters involving corporate strategy, shareholder activism, M&A, capital structure, among others. Javier also serves as an Adjunct Professor at ITESM, where he teaches a M&A course.

Javier currently serves in the Board of Directors of Capin Vyborny. 

 

Cityfront Growth Partners

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Andreas Bodmeier

Founder & President

Andreas Bodmeier: Andreas is a fintech entrepreneur who has been working at the intersection of finance and business analytics for over 10 years. He is currently a Principal and Co-founder of Chicago Atlantic Group, a specialty finance company providing flexible debt capital focused on special situations under-served niches of the market. Previously, he co-founded an SEC-registered online wealth advisory firm and a corporate treasury consulting and software firm. Andreas holds a Ph.D. in Finance and MBA from The University of Chicago Booth School of Business, received B.Sc. degrees in Mathematics and Physics from the Freie University Berlin, and a M.Sc. in Statistics from Humboldt University, both in Berlin, Germany. 

 

Futaleufu Partners

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Dave Dodson

Founder & Managing Partner

David Dodson is one of the true dinosaurs of the search fund industry. He got his start working for Irv Grousbeck (the Grand Daddy of search funds) right out of the Stanford Business School and wrote the initial case material on the first two search funds (Jim Southern, and Kirk Riedinger and Jamie Turner). That’s how old he is. Having always wanted to run a company, after writing those MBA cases, he knew he wanted to raise a search fund, and Irv Grousbeck and Jim Southern were his first two investors.

David is not totally sure how many search funds he’s invested in (in fairness he’s been doing this for over thirty years) but his best guess is about 200. During that time, entrepreneurs he’s partnered with have outperformed the search fund average, and its been over a decade since any have not had a positive return…and he’s made some of his best friends.

Following in Irv Grousbeck’s enormous footsteps, David now teaches at Stanford’s Graduate School of Business, teaching the first MBA-level search fund course. 

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Susan Pohlmeyer

Managing Partner

Susan joined forces with David to invest in search funds because she wanted to learn from the best in the business (her words, not his). She is passionate about the search fund investment model because she loves working alongside talented, driven entrepreneurs to find and acquire great companies. She currently serves on the board of Travelmax and is a board observer for Unified Dental Partners and Datum Technologies. Prior to joining Futaleufu, she covered portfolio strategy and private equity for Stanford Management Company, focusing on the lower middle market in the U.S. and Latin America. She started her career at J.P. Morgan in equity derivatives.

Susan is a CFA charter holder and holds an MBA from the Stanford Graduate School of Business. She holds a BA in economics from Dartmouth College. 

Kevin Oxendine

Partner

 

Pacific Lake Partners

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Coley Andrews

Co-Founder and Managing Partner

Coley Andrews is the Managing Member and co-founder of Pacific Lake Partners, a firm focused exclusively on the Search Fund model. Since co-founding Pacific Lake in 2009 with Search Fund pioneer Jim Southern, Coley has worked with over 200 search funds worldwide. Pacific Lake has over $750 million dedicated exclusively to search fund investing.

 

Coley is a board member of multiple search fund companies including, Morningside Translations, IS Entrega, Inspired eLearning, Circle Surrogacy and is an observer at AlphaCredit. 

Prior to forming Pacific Lake, Coley worked for Golden Gate Capital, a private equity firm in San Francisco, and in management consulting for The Parthenon Group. Coley graduated from Dartmouth College and has an MBA from Stanford’s Graduate School of Business. Coley, his wife Alisa, and their four children live outside Boston, MA. 

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Kevin Oxendine

Partner

Kevin is a Partner at Pacific Lake Partners where he brings experience as a successful executive and operator.  Kevin works closely with search fund entrepreneurs throughout their search, acquisition and operating phases and is a board member of Emporos and Kantola.  Prior to joining Pacific Lake in 2018, Kevin was an active Special LP.  He brings special expertise to software and technology-enabled businesses given his industry experience.

Kevin is a two-time successful CEO/COO.  At Wistia, a video SaaS company, Kevin led all business functions, including sales, finance, marketing, customer support, people operations, and business development.  Over his three years at Wistia, the company grew from $8M to over to $30M in ARR before Kevin executed a PE-backed recapitalization.  At Havit, a consulting firm, Kevin grew the firm from $6M to $36M in capitalized billings over three years.

Kevin graduated from the University of Maryland where he received the H.C. Byrd Award and earned an MBA from Stanford’s Graduate School of Business as an Arjay Miller Scholar.  Kevin resides just outside of Boston, MA with his wife, Kate, and their two sons, Teddy and Chase. 

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Keith Gross

Partner

Keith Gross is a Partner at Pacific Lake Partners. Since joining the firm, Keith has worked with over 75 search fund entrepreneurs and been involved in over 20 operating company acquisitions. Prior to joining Pacific Lake in 2015, Keith was an Associate at Hellman & Friedman in San Francisco. He began his career in the Investment Banking Division at Goldman Sachs, where he worked on M&A and capital markets transactions.

 

Keith has worked closely with the entrepreneurs and Boards of Directors of several Pacific Lake portfolio companies, including Arizona College, Falcon Critical Care Transport, IS Logistica, Chronus, and Omatic.

 

Keith graduated as valedictorian from Hamilton College with a degree in mathematics and economics and earned his MBA from Stanford’s Graduate School of Business. Keith currently resides in the San Francisco Bay Area with his wife, Tina. 

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Sam Long

Vice President

Sam Long works closely with search fund entrepreneurs throughout their search, acquisition, and operating phases; he is a Board observer at Falcon Critical Care Transport, UtilityCloud, and Mercury Roadways. Prior to joining Pacific Lake, Sam worked in energy investing. Sam holds an MBA from Harvard Business School, an MPhil in International Relations from the University of Cambridge, and a B.S. in Political Science from the U.S. Naval Academy. Following his graduation from the Naval Academy, Sam served as an infantry officer in the U.S. Marine Corps, working in a variety of overseas roles. 

Individuals and Family Offices

Ashford Ventures

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Family investment platform of the Somoza and Stella Families

 
 

Saltoun Capital

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Andrew Saltoun

Founder and Managing Partner

Saltoun Capital Partners is an investment firm focused on partnering with entrepreneurial companies that can benefit from our nourishment, attention and experience. We have long term, patient capital and invest for the next generation, not the next fundraise.

 

Asen & Co.

Scott Asen

Founder and Managing Partner

Scott Asen is currently a private investor managing a portfolio of equity and real estate investments for his personal account.  
 
Mr. Asen joined the brokerage firm of Mitchell, Hutchins & Co. in 1967, where he worked in the investment advisory department with responsibility for research on small technology stocks. Between 1969 and 1974, Mr. Asen was a portfolio manager with Research and Science Investors, a New York-based venture capital and money management firm. From 1974 until 1977, Mr. Asen was self-employed as a journalist specializing in reporting on municipal finance issues. In 1977, Mr. Asen became a general partner of Pioneer Ventures, a group of investment entities funded originally by a wealthy New Yorker. Throughout the following two decades, Mr. Asen had primary responsibility for managing the various Pioneer Ventures entities, which were successfully liquidated over a number of years through 2002.  
 
Mr. Asen currently sits on the boards of three privately held companies, is a Trustee of Groton School and The Paris Review, and is a board member of the Island Foundation. Mr. Asen graduated from Harvard College in 1966. 

 

Housatonic Partners

William Thorndike

Founder and Managing Director

Will founded Housatonic Partners in Boston in 1994 and has been Managing Director since that time. Prior to founding Housatonic, Will worked with T. Rowe Price Associates and Walker & Company where he was named to the Board of Directors. Will has over two decades of experience investing in recurring service companies across a wide variety of industries. 

Will is a Director of Carillon Assisted Living, Lincoln Peak Holdings, QMC International, and ZircoDATA. Outside of Housatonic, he is a Director of WGBH, the College of the Atlantic (Chair), as well as a founding partner at FARM, a social impact investing collaborative. He is the author of The Outsiders. 

 

Granite Point Partners

Kent Weaver

Founder and Managing Member

Kent Weaver is the founder, CEO and Managing Member of Granite Point.  Kent has invested in over 75 middle-market companies as an individual investor and with Granite Point. Kent has partnered with entrepreneurs to build successful businesses such as VRI (remote patient monitoring), Discover Outsourcing (HR outsourcing), Fieldedge (field technician software), mTab (database tool), Neuro International (brain trauma residential), Integra (health provider network), and CALO (teen mental health), among many investments.

       

In addition to Granite Point, Kent is currently Executive Chairman and former CEO at a Northern California-based home health care company acquired using a self-funded search fund model.  Previously, Mr. Weaver held executive positions in marketing and product management for a VC-backed marketing automation startup, as a regional CFO and business analyst in Pepsico’s Pizza Hut Division, and as a management consultant at Ernst & Young.   He received his MBA at the University of California, Los Angeles and BS in finance from the University of Southern California.   

 

Hencorp Group

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Eduardo Alfaro

CEO and Managing Partner

Mr. Alfaro is the CEO and Managing Director of Hencorp and has over 20 years of international corporate banking experience in the Central American Region. Mr. Alfaro has been with Hencorp Becstone Capital, LC since its inception and has played an integral role in growing assets under management to over $1 billion. In addition, through his leadership role in Hencorp Valores, S.A. in El Salvador he has played an important role in performing landmark securitizations in the local capital markets during the past five years. He is currently a Director at the Salvadorian Stock Exchange and a permanent guest at Corporacion Industrial Centro Americana (CORINCA)’s Board of Directors. Mr. Alfaro is a graduate of the University of Pennsylvania with an Engineering degree in Mechanics, Mr. Alfaro earned an MBA from Pontifical Universidad Francisco Marroquin de Guatemala.

Victor Henriquez

Founder and Chairman

Victor Henriquez: is the founder, shareholder and Chairman of Hencorp. Mr. Henriquez has over 30 years of experience in the financial markets ranging from the commodities markets to emerging markets debt trading. His career started in 1979 at Paine Webber as a broker specializing in the commodities industry and shortly thereafter Mr. Henriquez founded Hencorp with a vision of providing diversified financial services. Later, he was Director of Emerging Markets at Macquarie Bank as a result of a spinoff of Hencorp’s emerging market debt trading activities. Currently Mr. Henriquez serves as a member of the Board of Directors of Grupo Roble and Grupo Real. Mr. Henriquez has a BS degree from Southern Methodist University. 

 

Ricardo Morean

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Ricardo is a Managing Director with GEA Capital and previously served as Senior Vice President and Senior Private Banker at Banco Santander International, where he provided comprehensive financial consulting and wealth management to High Net Worth clients from Latin America. 

For the last 25 years, Ricardo has been advising high Net Worth families globally and has also led teams of advisors at Merrill Lynch, Wells Fargo Advisor and, most recently, at RBC Wealth Management as Senior Managing Director for its International Wealth Management division. 

Ricardo holds a Master of International Management from Thunderbird School of Global Management and a B.S. in Industrial and Systems Engineering from Ohio State University. 

 

Miguel Lacayo

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OTI

Family investment platform of the Rodriguez Family

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Andro Rodriguez

Founder & President

Prior to founding Armour House Group, Andro was with RBC Capital Markets, a subsidiary of Royal Bank of Canada and a global financial services firm. At RBC, he partnered with clients to achieve their long-term financial goals. He led sales management and investment strategy for the international wealth division during which time the business grew 4x. Andro began his career at UBS Financial Services. 

Andro earned his undergraduate degree from the University of Virginia and his MBA from Northwestern University's Kellogg School of Management. At Kellogg, he was a Zell Fellow for Entrepreneurship. During his spare time, Andro enjoys mountain biking, hiking with his family and giving back to the community. To learn more about Andro, click here.
 

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Jaden Faunce

Senior Analyst

Jaden is a rising Senior at Emory University’s Goizueta Business School, where he is studying Finance and Consulting. He joined Armour House Group in May of 2020 and has been essential in supporting the strategy of our firm. Jaden serves as an investigator on Emory’s Honor Council and participates in many clubs on campus. In his free time, he enjoys playing tennis, hiking and cooking recipes from around the world. 

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Calla Mahr

Senior Analyst

Calla is an incoming Junior at Emory's Goizueta Business School, studying Finance and Economics. She joined Armour House Group in Fall 2020 and is now a Senior Analyst. On campus, she is involved in Fixed Income and Consulting clubs and works as a Teaching Assistant for Economics classes. In her free time, she enjoys exploring Atlanta's walking trails, watching documentaries, and trying new restaurants with friends.