Jim Southern is a founding partner of Pacific Lake Partners, a private equity firm focused exclusively on the search fund model. Earlier in his career, Jim led a team of operators and investors using the search fund model to acquire Uniform Printing, a $43 million printer of specialty insurance documents, where he served as CEO and chairman for 10 years. Investor returns from distributions and exit exceeded 30x the acquisition capital. Jim currently is a director of multiple search fund companies including Arizona College, Raptor Technologies, Fastspring, Vector Disease Control, Alphacredit, Scottish American Capital, and Little Sprouts. Jim holds an MBA from Harvard Business School.
Coley Andrews is a founding partner of Pacific Lake Partners. Since starting Pacific Lake in 2009 Coley has worked with over 35 search funds. He is currently a director at Out of Home America and Data Fusion Technologies and a board visitor at several Pacific Lake portfolio companies. Prior to forming Pacific Lake, Coley worked at Tech For Less, a small growing company owned by two search fund entrepreneurs. He also was an associate at Golden Gate Capital and The Parthenon Group. Coley holds an MBA from Stanford’s Graduate School of Business and a BA from Dartmouth College.
Search Fund Partners is an investment firm based in Menlo Park, California. The firm as a collective has over 40 years of management and investment experience in a wide spectrum of industries. David Carver is a co-founder of Search Fund Partners. He is on the board of iNet Interactive, Advanced Network Solutions, UnitedLayer, DataFusion, StaffOne, WebEquity, Raptor Technologies and VRI.He was CEO of HiFive!, an application service provider; CEO of Hipbone Networks, an online collaboration company; EVP and GM at Network Associates; COO of Network General; an EIR at Institutional Venture Partners; and an executive at Hewlett-Packard. Dave has an MBA from Stanford GSB and a B.S. in Mathematics from the University of Arkansas.
Rich Kelley co-founded Search Fund Partners in 2004. He currently serves on the boards of SFL Data, HemaSource, Verengo, Avadyne, RIA in a Box, ISC, and Medical Positioning, Inc. His varied experience includes: CFO of Score Learning Centers, CEO of San Jose Giants, General Partner of the Stanford Terrace Inn, developer of houses and subdivisions, owner of office buildings and hotels, investor in successful tech start-ups (Coinstar, PLX Technology, Corcept Therapeutics). Rich has an MBA from Stanford and a BA from Stanford.
Jim Edmunds joined Search Fund Partners in 2008 after running a company sourced through the search fund model. Jim and his partner found and acquired Celebrity Kids Portrait Studios, a leading provider of upscale children's photography in 2005. Jim served as President and CFO of the company. He currently participates on the boards of Ascentia, Consumeraffairs.com, Gogotech, and UCIT Online. Jim holds an MBA from the Stanford Graduate School of Business, where he was named a Siebel Scholar, and an A.B. in History from Harvard University.
Cregg Baumbaugh is a Managing Director at Trilogy Search Partners. Previously, Cregg served as Executive Vice President – Finance, Strategy and Development for VoiceStream Wireless (now T-Mobile US). In addition, he served as SVP – Corporate Development of both VoiceStream and Western Wireless Corporation. Prior to his wireless career, Cregg worked at The First Boston Corporation. Cregg received his BS and MBA degrees from Indiana University. He lives in Marin County, California and is a trustee of Marin Academy. Cregg is also a Partner of Trilogy Equity Partners and serves on the boards of Asurion and ResponseLink and on the advisory board of HarvestWest Investments.
Scott Alderman is a Managing Director at Trilogy Search Partners. Most recently, he was on the investing team of Trilogy Equity Partners, where he is still a Partner. Previously, Scott spent 11 years at Western Wireless Corporation in various roles, including Chief Financial Officer of Western Wireless International which operated mobile networks in Europe, Africa, South America and the Caribbean. Scott graduated from Whitman College, where today he serves on the Board of Overseers, and he has an MBA from Harvard Business School.
Mitch Cohen is a Managing Director at Trilogy Search Partners. Mitch was a Managing Director of Hellman & Friedman from 1989 until 2008, where he sourced and oversaw portfolio investments, as well as lead the firm’s fundraising and client relations. Mitch worked closely with other Trilogy partners while representing Hellman & Friedman on the boards of Western Wireless and VoiceStream. Prior to Hellman & Friedman, he was an Associate at Shearson Lehman Hutton. Recently, Mitch has been managing his family office, investing in a range of private companies. He graduated from the McIntire School of Commerce at the University of Virginia. Mitch lives in Marin County, California and serves on a number of for-profit and non-profit boards.