Private Equity

MORE THAN JUST CAPITAL

We partner with talented, values-aligned leadership teams to accelerate the growth of companies that are “built to last.” Drawing on our principals’ relationships and experience with building and leading successful companies, we act as advisors to accelerate the growth of each portfolio company and achieve the leadership team’s long-term vision.

 

 

Operating Experience

We partner with leadership teams of companies in industries in which we have relevant expertise and when there is an opportunity to accelerate growth with our experience, networks, and insights through a long-term relationship. Our leadership team has a long and successful track record as founders and CEOs of privately owned and publicly traded companies. We have led rapidly growing businesses at all stages of development and through all business cycles.

Long-Term Perspective

We are business builders who seek to maximize long-term value and create defensible industry leaders. Our evergreen fund structure enables us to hold investments for the long term, and our investor base of business owners, family offices, and foundations serves as a patient source of capital. As a result, our portfolio companies operate without the pressure to accept trade-offs associated with short-term investment horizons and instead seek to optimize outcomes for all stakeholders over the long run.

Conscious Capitalism

We believe that businesses that employ the principles of conscious capitalism generate better returns with lower overall risk. These businesses commit to their mission or purpose and create value for all stakeholders. We believe they are more innovative, less risky, and better positioned to deliver superior performance in the long term because all stakeholders have a vested interest in the success of the business.

INVESTMENT CRITERIA

  • Rapidly growing businesses with EBITDA of $5 million to $25 million
  • Majority and minority investments with like-minded partners
  • Leadership teams that embody the principles of conscious capitalism
  • Talented leaders seeking assistance with accelerating their companies’ growth trajectories
  • Based in the United States

INDUSTRIES OF FOCUS

Business Services
Consumer Products
E-commerce
Financial Services
Healthy Food & Beverages
Industrial Automation
Software & Technology
Specialty Manufacturing

PORTFOLIO COMPANIES

24 Hour Fitness
The second-largest fitness operator in the U.S., dedicated to helping its approximately 4 million members reach their fitness goals

Able Machinery Movers
A heavy machinery moving and rigging company that serves customers in a variety of sectors, including manufacturing, medical, semiconductor, and food and beverage

Aspen Heights
An upscale multifamily and student housing developer, contractor, and property manager with an industry-leading reputation

Hobo
A designer of high-quality branded craft leather accessories at attractive price points

HWE
A leading real estate brokerage and investment banking firm with offices in Atlanta, New York, London, and Los Angeles

Longhorn
A service-oriented distributor of consumable medical supplies primarily to homebound or bedridden Medicaid recipients in Texas

Lovesac
An omnichannel retailer of specialty furniture products including modular couches (“Sactionals”), Durafoam™ bean bags (“Sacs”), and accessories with a “Designed for Life” philosophy

Nomacorc
A manufacturer and distributor of more than 2.3 billion synthetic wine closures per year that offers environmentally friendly closure solutions to wineries in 47 countries

Purple Land Management
An innovative, tech-enabled provider of land management services with 11 field offices and hundreds of land service professionals and a values-aligned philosophy

Ranger Wireless
A technology-enabled service provider to the wireless telecom industry that connects roaming wireless subscribers to their provider’s customer service center when they dial 6-1-1

Suntree Snacks
A producer of branded and private-label nuts and dried fruit that serve as significant sources of healthy fats, dietary fiber, and protein

Wellen Capital
A specialty finance company that provides merchant cash advances to lower-middle-market businesses in underserved markets

Zorch
An innovative, tech-enabled designer and distributor of branded merchandise and promotional products that embraces conscious practices and principles


A manufacturer of environmentally friendly specialty chemicals and containment coatings


A third-generation family business that provides infrastructure used for large-scale transmission of electricity


A manufacturer of precision aerospace components dedicated to delivering optimum performance


A designer and direct seller of customizable jewelry with a mission to “be a force for good”

PORTFOLIO CEOS

Click names to view bios

Bryan Cortney

Purple Land Management

Bryan Cortney

CEO, Purple Land Management

Bryan Cortney co-founded Purple Land Management in 2010 and serves as its CEO, with a focus on long-term strategy. He is a member of the Young Presidents’ Organization (YPO), has been recognized as a Fort Worth Business Press 40 Under 40 honoree, and has received the TCU Energy Institute “Leader in Energy” award.

Prior to founding the company, he worked in mineral rights leasing, with a focus on the Barnett Shale in North Texas. He is a Registered Professional Landman and member of the American Association of Professional Landmen (AAPL).

Bryan received a B.A. in Psychology from Texas Christian University and lives in Fort Worth, Texas, with his wife and children.

“Satori has been instrumental in supporting and investing in leadership development throughout our organization. Its investment in people has not only driven growth for us, but has also preserved and scaled our unique culture.” – Bryan Cortney

Mark Elliott

Hodges Ward Elliott

Mark Elliott

President, Hodges Ward Elliott (HWE)

Mark Elliott joined Hodges Ward Elliott in the 1980s, and during his tenure he has personally sold and/or financed more than 1,315 hotels, totaling approximately 259,000 rooms, with a dollar volume of approximately $39 billion. The firm transacted on over $4.8 billion in hotel real estate since the beginning of 2013.

Mark is currently the co-chairman of the Industry Real Estate Finance Advisory Council (“IREFAC”), and he is mentioned annually as the leading hotel broker by Real Estate Forum magazine and Commercial Property News. He has written articles for Real Estate Finance Journal and authored a chapter in the Hotel Investment Handbook, as well as being quoted in the Wall Street Journal as a lodging industry expert. Mark has been a recipient of the prestigious Jack A. Shaffer Financial Advisor of the Year award and the C. Everett Johnson award, and he has been a speaker at the Harvard Business School.

Greg Henry

Aspen Heights Partners

Greg Henry

CEO, Aspen Heights Partners

Greg Henry is Founder and Chief Executive Officer of Aspen Heights Partners. He presided over the development, financing, and construction of more than $2 billion worth of student housing and multifamily real estate in projects nationwide. Under his leadership, Aspen Heights has become one of the premier brands in the student housing industry by delivering innovative products and a unique resident experience.

Prior to founding Aspen Heights in 2006, Greg owned and operated a residential development and construction company in Northwest Arkansas. Greg also teaches entrepreneurship at the highly ranked Socratic Acton MBA program (ranked #1 on Princeton Review’s 2014 list of “Most Competitive Students”). In 2016, he won the Ernst & Young Entrepreneur of the Year Central Texas Award.

Greg received a BBA in Marketing from Texas Christian University.

David Krieger

Able Machinery Movers

David Krieger

President, Able Machinery Movers

David Krieger joined Able more than 30 years ago and has overseen day-to-day operations of the company since 1988. Under his leadership, the company’s revenue has compounded by more than nine times.

As Able’s leader, David has developed a culture centered on exceptional customer service, efficient operation, and support for the company’s team members. Able’s workforce is entirely composed of full-time employees rather than contractors, and in David’s tenure, it has never laid off employees because of changes in workload or project demand.

Prior to joining Able, David worked for Electronic Data Systems. He has a bachelor’s degree in business from the University of Nebraska at Kearney.

“Satori understands the value of what we’ve built, and they’re helping us grow the right way…. We couldn’t ask for a better partner than Satori.” – David Krieger

Shawn Nelson

Lovesac

Shawn Nelson

Founder and CEO, Lovesac

Shawn Nelson founded Lovesac in 1998 and serves as Chief Executive Officer of the company. He is the lead designer of the company’s patented products and leads sourcing, creative, design, public relations, investor relations, and culture.

Shawn received the Ernst & Young Entrepreneur of the Year Award in 2003. In 2005, he appeared on and won Richard Branson’s television show “The Rebel Billionaire” on Fox and continues to participate in ongoing TV appearances.

Shawn received a B.A. in Chinese from the University of Utah and has a master’s degree in Strategic Design and Management from Parson’s, The New School for Design NYC, where he is a graduate-level instructor. He is fluent in Mandarin. Shawn lives in Utah with his wife and four children.

“Satori’s long-term perspective, operating expertise, and commitment to conscious capitalism accelerate our ability to fulfill our mission.” – Shawn Nelson

John Ofenloch

Ranger Wireless Solutions

John Ofenloch

CEO, Ranger Wireless Solutions

John Ofenloch* has more than 20 years of technology management experience with a focus on telecommunications, internet services, and integrated optic manufacturing industries.

He has served in senior management roles at a photonics component manufacturing company, where he had overall responsibility for strategic planning, general accounting, treasury, budgeting, financial reporting, and investor relations. John has held senior management roles at CAH, a holding company that controls telecommunications operating divisions and subsidiaries in the U.S. Virgin Islands including a local telephone company, a cable company, and a wireless company, as well as Pacific Crossing Limited, a company that operates a trans-Pacific, sub-sea network providing a vital link between the U.S. and Asia.

John holds a bachelor’s degree in finance from Auburn University and a Masters in Business Administration (MBA) from Southern Methodist University. He lives in Dallas with his wife, Melanie, and one daughter.

*John is an investor in Ranger and other Satori investments.

Britt Peterson

Longhorn Health Solutions

Britt Peterson

CEO, Longhorn Health Solutions

Britt Peterson became involved in the medical supply industry as a sales representative for his father’s medical supply company. Britt founded Longhorn Health Solutions with a purpose of supplying medical products to the underserved market he had come to know and understand with consideration and empathy. He founded the company on the core emotional premise that “we treat every patient as if they are our own grandparents.” Britt holds a Bachelor’s degree in Government from the University of Texas at Austin.

Britt and his wife, Kelly, have five children. He enjoys spending time with his children, coaching Little League baseball, attending Texas Longhorns sporting events, and getting exercise in Austin’s great outdoors.

James Teppen

Wellen Capital

James Teppen

President, Wellen Capital

Jim Teppen has more than 20 years of experience in the financial services industry. He initially joined Wellen — then called Gibraltar Business Capital — as Chief Financial Officer before being named Co-President and then President of Gibraltar Cash Advance. Previously, he served in Ernst & Young’s Financial Services’ performance improvement advisory practice, where he drew on his specialty in finance management to assist banking and capital markets companies with risk and performance improvement. Prior to Ernst & Young, Jim held accounting and finance roles at both ABN AMRO and Transamerica Commercial Finance.

Jim received his B.S. in Accountancy from the University of Illinois at Urbana-Champaign. He is a certified public accountant (CPA) and a chartered financial analyst (CFA) charter holder.

“Satori consistently gives us strategic focus, tools and techniques to understand our competitive landscape as well as the real value we bring to all of our stakeholders. They are helping us break through to be next-level industry and team leaders, while we work smarter, not just harder.” – James Teppen

Tony Ueber

24 Hour Fitness

Tony Ueber

CEO, 24 Hour Fitness

Tony Ueber is a seasoned executive with a more than 20-year history of building teams and delivering financial performance. Prior to joining 24 Hour Fitness, he was the president and CEO of Results Physiotherapy, where he led the company to more than double the number of its locations while expanding into seven new markets.

Previously, Tony served as President and CEO of Banfield Pet Hospital, a veterinary practice with nearly 900 hospitals and 15,000 associates. He has also served in senior leadership roles at Office Depot and worked as a management consultant to healthcare organizations for McKinsey & Company, and he began his career as a brand manager for Procter & Gamble.

Tony earned his bachelor’s degree from the University of Wisconsin-Madison and holds a master’s degree from The Anderson Graduate School of Management at UCLA.

Jeff Vogel

SunTree Snack Foods

Jeff Vogel

Executive Chairman, SunTree Snack Foods

Jeff Vogel* has more than 25 years of experience with private-label and branded snack food products, having led two nut- and dried fruit-based snack food companies to remarkable growth.

Jeff’s long-term background in consumer products businesses began with a sales and marketing role in his family’s bottled water manufacturing company during college. After graduation, Jeff became regional sales manager for Amport Foods, a producer of dried fruit- and nut-based snacks, and rose quickly through the ranks to become vice president of sales and marketing within six years. During that time, Amport grew in annual revenue from $3 million to $120 million, significantly expanding its customer base in branded, private label, and industrial products, increasing its product offerings from five SKUs to more than 250, building a nationwide sales team, and establishing a worldwide sourcing network across 30 countries. Jeff then served as president of the Amport Foods operating company after it combined with Ann’s House of Nuts to form Flagstone Foods, which grew from approximately $325 million to $700 million in annual revenue during his tenure. After the sale of Flagstone to TreeHouse Foods, Jeff remained president of the Amport business unit and became executive vice president of sales for the TreeHouse snacks division as well as an officer of TreeHouse Foods.

Jeff is the co-founder of Nature’s Earthly Choice, another better-for-you food company. He received his B.S. in Business Management from Cardinal Stritch University.

*Jeff is an investor in SunTree and other Satori investments.

Mike Wolfe

Zorch International

Mike Wolfe

CEO, Zorch International

Mike Wolfe has served as CEO of Zorch since 2013, where he has led the expansion of Zorch’s prominence in the branded merchandise industry, as well as the company’s sale to Satori Capital in 2018.  Prior to joining Zorch, he was Executive Vice President for global moving and relocation services company Sirva, providing overall strategic direction and operational leadership for the $1 billion Global Moving Services division. Previously, he held a variety of progressive financial positions since beginning his career at PwC.

Mike holds a BBA in Accountancy as well as a BBA in Finance and Economics from the University of Notre Dame and is a Certified Public Accountant.  He is married to his wife of 25 years, Carrie, and has two daughters.

OPERATING PARTNERS

Investment Sourcing, Diligence Assistance, Sector Expertise, Portfolio Company Advice

Click names to view bios

Eric Bennett

Financial Services

Eric Bennett

Operating Partner

Eric Bennett has more than 30 years of experience in wealth management, investment management, and philanthropy. Mr. Bennett co-founded Tolleson Wealth Management, a single family office that transformed into one of the largest and most reputable multi-family offices in Texas. Through this process, he was also integral in creating a private bank, a trust company, and philanthropy arm. Mr. Bennett was at Tolleson for 16 years (1998-2013) and was Chairman and CEO of Tolleson Private Wealth Management, as well as Chairman of the Investment Committee. He continues to serve on the Board of Directors for Tolleson Private Bank and Tolleson Wealth Management.

In 2013, Mr. Bennett had the opportunity to become the founding Executive Director of the Brain Performance Institute at the Center for BrainHealth. The Brain Performance Institute translates proven science, developed at the Center for BrainHealth, to the public. Mr. Bennett was an active volunteer at the Center for BrainHealth for 10 years and joined full time in this leadership role to build and grow the Institute. Under his direction, the Institute substantially increased visibility and credibility in the community, launched a successful capital campaign for an iconic new building that opened in 2017, and built and led a team to provide vital services to enhance brain health in groups including schools, the military, and athletes. He left his full-time position there after three years, yet continues to be an active supporter.

He began his career with PriceWaterhouseCoopers in 1987 after earning a Bachelors Degree in Finance with honors from the University of Missouri. He later joined Ernst & Young, where he served as Senior Manager of the Personal Finance Planning Group and led the firm’s Southwest Area Investment Advisory Services team.

Mr. Bennett is a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). In the community, he serves on the Board of Directors for the Planned Giving Councils for Children’s Medical Center and Communities Foundation of Texas. Mr. Bennett serves on the investment committee for the Baylor University Endowment. He is also a member of Young Presidents’ Organization (YPO), having served on the executive board of his YPO chapter for four years. He formerly served on the investment committees for the Dallas Symphony Foundation and Communities Foundation of Texas.

Mr. Bennett married his wife, Robin, in 1991. They have two children, Samuel (1996) and Emily (1999), and live in University Park, Texas. They also have two dogs, Goldie and Max.

Vic Keller

Diverse Business Services
and Industrials

Vic Keller

Operating Partner, Diverse Business Services and Industrials

Vic Keller is a senior executive at Berkshire Hathaway Automotive and is the founder of the ZAK Automotive Companies.

Mr. Keller began his career with JP Morgan in commercial banking, where he partnered with several mentors who invested in his early development, equipping him to earn the coveted top performance achievement award in his first year of employment. He then began his career in the automotive industry as an executive with Wynn’s International in its oil and insurance subsidiary, Wynn’s Automotive.

In 2002, Mr. Keller started his first company, carXperience, and after one year partnered and grew the business with automotive industry icon Cecil Van Tuyl. Over the past 15 years, Mr. Keller has launched several companies, all which vertically integrate into the automotive industry. His current enterprise, ZAK Automotive Companies, includes ZAK Products, ZAKTEK and NEXEMO. ZAK Products offers franchised automotive dealerships a comprehensive line of professional-grade fluid maintenance products combined with industry-leading training. ZAK Products is an official partner of NASCAR and is designated as the #1 Professional Maintenance Fluid of NASCAR. ZAKTEK is an interior and exterior paint insurance protection program sold exclusively within franchised car dealerships, and NEXEMO is a B2B e-commerce purchasing platform for the automotive industry. Collectively all of these companies continue to earn double-digit growth year over year and have been recognized by Inc. 500/5000 as one of the fastest-growing privately held companies in America in 2013, 2014, and 2015. In March of 2015, Mr. Keller successfully sold all of the ZAK Automotive Companies to Berkshire Hathaway.

While Mr. Keller remains involved in a leadership capacity in these companies, his role as a senior executive for Berkshire Hathaway Automotive provides him the platform to implement his entrepreneurially driven culture and strategy within a fortune 500 company. Berkshire Hathaway Automotive is a $10 billion company with 11,500 associates and, as Mr. Buffett has noted, is destined for significant growth under his ownership.

The Automotive Aftermarket Industry Association (AAIA) awarded Mr. Keller the 2011 Impact Award, recognizing his contributions as an automotive industry executive. Mr. Keller has been a finalist for the EY Entrepreneur of the Year, Southwest Award in 2015 and 2016. He is a graduate of Texas Tech University.

Craig Lentzsch

Transportation,
Distribution,
and Retail

Craig Lentzsch

Operating Partner, Transportation, Distribution & Retail

Craig R. Lentzsch is a senior corporate executive with significant experience in the transportation sector. He has held chief executive officer, president, executive vice president, vice chairman, and board of directors positions for Coach America Holdings, Inc., Greyhound Lines, Inc., Dynamex, Inc., the National Surface Transportation Infrastructure Financing Commission, and the Intermodal Transportation Institute at the University of Denver.

Mr. Lentzsch served until 2007 as president and chief executive officer of Coach America Holdings, Inc., a former portfolio company of Kohlberg & Company, LLC. With 30 business units located in all major cities in the southern half of the United States, Coach is the premier provider of ground transportation and travel services in its markets. During his tenure, the company’s revenues increased from $200 million to more than $400 million.

Prior to Coach America, Mr. Lentzsch served on two different occasions at Greyhound Lines, Inc. Greyhound, publicly traded during Mr. Lentzsch’s tenure, is the only nationwide provider of intercity bus transportation services. Mr. Lentzsch first served as vice chairman and executive vice president of Greyhound from 1987 to 1989, when he and his partners acquired Greyhound in a leveraged buyout. When Mr. Lentzsch returned to the company in 1994, he served as president and chief executive officer until 2003. After completing a consensual restructuring in 1995, Mr. Lentzsch executed a turnaround plan that increased passenger volume and profits 50% and 20%, respectively, for each of six years.

Prior to re-joining Greyhound, Mr. Lentzsch served from 1992 to 1994 as executive vice president and chief financial officer of Phoenix-based Motor Coach Industries International, Inc., the largest manufacturer of intercity coaches and transit buses in North America.

In 1980, Mr. Lentzsch co-founded BusLease, Inc., which became the largest lessor of buses in the United States. He previously served on the compensation and audit committees of publicly traded Hastings Entertainment, a multi-media retailer in small and medium-sized markets in the western United States. Mr. Lentzsch also served as chief financial officer and board member for Storehouse, Inc., an Atlanta-based, privately held retail chain selling contemporary furniture, and he co-founded Enginetech, Inc., an importer and distributor of automobile engine parts for the United States aftermarket.

In 2008, Mr. Lentzsch was elected to the board of Dynamex, Inc., a publicly traded provider of same-day delivery and logistics services, where he chaired the audit committee and served on the special committee that negotiated the sale of the company in 2011. From 2006 to 2009 he served by Congressional appointment on the National Surface Transportation Infrastructure Financing Commission. Mr. Lentzsch is on the board of directors of the Intermodal Transportation Institute at the University of Denver, where he teaches transportation systems and transportation finance at the masters level. He has completed five years as the chair of the board of trustees for The Winston School in Dallas, Texas. The Winston School serves children with learning differences in the first through the 12th grades. Mr. Lentzsch served as an officer in the United States Air Force.

Mr. Lentzsch is an honors graduate of Georgia Institute of Technology with a B.S. in applied mathematics and of the University of Pennsylvania’s Wharton School with an M.B.A. concentrating in finance and marketing (top 5%).

Brent McCarty

Healthcare

Brent McCarty

Board Member, Longhorn Health Solutions

Brent McCarty serves on the Board of Directors for Longhorn Health Solutions. He has more than 20 years as a senior executive in the healthcare industry, specifically in multi-site healthcare companies.

Mr. McCarty is currently President and Chief Executive Officer at Sentient. He also serves on the Board of Directors for Avadyne Health, a leading provider of revenue cycle services and technology. Prior to joining Sentient, Mr. McCarty was Chairman and CEO of Eagle Hospital Physicians. Previously he was President and CEO of Solis Women’s Health, a company focused on the screening and diagnosis of breast cancer. He has also served as the President and Chief Operating Officer of Accuro Healthcare Solutions, Inc., a technology-enabled revenue cycle company, and has served as Executive Vice President and Chief Operating Officer of SemperCare, Inc.

Mr. McCarty has served as Chief Operating Officer for national companies in the ambulatory surgical center market as well as the physician practice management market. He began his career in healthcare with Epic Healthcare Group, an owner/operator of acute care hospitals and other ancillary services. Mr. McCarty received a BBA from Texas Tech University and is a Certified Public Accountant.

Cheryl Rosner

Retail and Technology

Cheryl Rosner

Operating Partner, Retail & Technology

Cheryl Rosner is the founder of Stayful.com, which serves the boutique and independent hotel community. Previously, Ms. Rosner was a strategic coach for startup founders and CEOs and a strategic advisor to BuyWithMe.

Prior to that, Ms. Rosner served as President and Chief Executive Officer of TicketsNow, the world’s largest independent online marketplace for premium event tickets. Before joining TicketsNow, Ms. Rosner was instrumental in leading both Expedia Corporate Travel and Hotels.com to unprecedented success. While serving as president of Expedia Corporate Travel from 2005 to 2006, Ms. Rosner directed the group to consistent profitability, including the successful launch of two new international divisions in Canada and Germany.

Prior to Expedia, Ms. Rosner worked at Hotels.com from 1999 to 2005 in a number of executive capacities before becoming president of the company. Ms. Rosner’s key accomplishments at Hotels.com include: the successful IPO in 2000, the launch of the company’s consumer website in 2002 (leading it to become the sixth most-visited travel site 60 days after launch), creation and development of the company’s brand strategy, and award-winning advertising campaigns. In 2004, Ms. Rosner was named one of the “25 Most Influential People in Travel” by Business Travel News.

Paul Schlosberg

Financial Services

Paul Schlosberg

Operating Partner, Financial Services

Paul Schlosberg is Chairman of INCA Group LLC, a private holding company that specializes in facilitating merger and acquisition transactions, developing and executing turnaround and strategic management strategies, and creating and capitalizing corporate entities and public-private partnerships.

Mr. Schlosberg has more than 30 years of experience in strategic business development, financial management, and organization structuring. He enjoyed over 10 years as a member of The NASDAQ Stock Market Listing Qualifications Committee in Washington, D.C. Additionally, he continues to serve actively on public, private, and charitable boards of directors. He holds the associated Audit, Compensation, and Corporate Governance positions on those committees.

In 1982, Mr. Schlosberg joined Bear, Stearns & Co. as an Associate Director and Account Executive, during which time he established a strong portfolio of domestic and international clients. He was subsequently recruited by First Southwest Company to advance and direct the Private Client Services and Asset Management Divisions. At First Southwest, Mr. Schlosberg was recognized for his ability to restructure, scrutinize, and fine-tune balance sheets, income statements, and corporate operations. In 1997, Mr. Schlosberg was asked to serve as President and Chief Operating Officer of First Southwest Company and Chairman and Chief Executive Officer of First Southwest Asset Management, Inc., which concluded in his departure from the firms in mid-2003.

Mr. Schlosberg earned an M.B.A. from Southern Methodist University and a B.B.A. in Finance and Accounting from The University of Texas at Austin. He completed Corporate Board of Directors Executive Education Courses for four consecutive years at Harvard University, where he covered Audit, Compensation, and Governance issues facing boards today. He also holds additional professional licenses and designations including a number of FINRA Securities licenses. His is also is a Real Estate Broker in the State of Texas and a Certified Financial Planner.

Marc Sharpe

Investment Management

Marc Sharpe

Operating Partner, Investment Management

Marc J. Sharpe is the founder and chairman of The Texas Family Office Association, an organization formed in 2007 to provide a forum for single family office principals and professionals to share ideas and best practices, pool buying power, leverage talent, and conduct due diligence.

Mr. Sharpe’s career in the investment management industry spans more than 25 years. He has held positions in investment banking for Goldman Sachs Group Inc. and Wasserstein Perella & Co. Inc. in addition to founding a venture capital incubator in the UK and working on strategic initiatives for Dell Inc. In 2006, Mr. Sharpe took a position as portfolio manager and research director for a full-service single family office serving a select group of ultra-high net worth families. After successfully navigating through the 2008 market crash, he subsequently joined an international private equity firm with assets valued at $1 billion specializing in control investments.

Mr. Sharpe has also served as a managing director for a boutique investment advisory firm providing alternative asset strategies to ultra-high net worth families and registered investment advisors, and he is the founder of IVY EB-5, which is responsible for building strategic partnerships and investment opportunities throughout the world via the United States’ EB-5 immigration investment visa program.

Mr. Sharpe holds an M.A. from Cambridge University, a M.Sc. from Oxford University, and an MBA from Harvard Business School. He is active in the Houston community and serves on the Board of the Holocaust Museum Houston, the HBS Houston Angels, and sits on the Investment Committee of two Houston-based foundations.

Dr. Kern Wildenthal

Healthcare

Dr. Kern Wildenthal

Operating Partner, Healthcare

Dr. Kern Wildenthal has combined careers in institutional administration, clinical medicine, education, biomedical research, and philanthropic leadership. He served as President of the University of Texas Southwestern Medical Center for 22 years from 1986 to 2008 (longer than any other president of a Texas state medical school). He had been the dean of the medical school for six years before becoming the institution’s president, and prior to that he served for four years as graduate school dean. From 2008 to 2012, Dr. Wildenthal served as the chief executive of the medical center’s principal supporting organization, Southwestern Medical Foundation, and now is the foundation’s Senior Consultant.

Dr. Wildenthal holds appointments as Executive Consultant of ScienceSeed LLP, Board Director of the Hamon Charitable Foundation and the Hoblitzelle Foundation, Chairman of the Moncrief Cancer Foundation, and a member of the Board of Directors and Audit Committee of Kronos Worldwide, Inc., a NYSE-listed company that is a major international producer of titanium dioxide products.

During Dr. Wildenthal’s administrative tenure at UT Southwestern, the institution more than quintupled in size and emerged as one of the leading medical institutions in the world. Four of its faculty were Nobel Laureates, 20 were members of the National Academy of the Sciences, and 50 served as presidents of national societies of their clinical and research specialties. Under his presidency, more than 300 new endowed Chairs, Professorships, and Centers were established; total endowments rose from $40 million to over $1.4 billion; land was acquired to expand the campus from 65 to 300 acres; two referral hospitals and outpatient facilities totaling 1,000,000 square feet were added to the campus; and the first half of a planned 4-million-square foot research complex was completed. The quality of the institution’s biomedical research enterprise rose in international rankings to among the top 10 in the world.

Christiana Wyly

Consumer Products

Christiana Wyly

Operating Partner, Consumer Products

Christiana Wyly is an environmental advocate who serves as an evangelist for a sustainable future. Ms. Wyly’s unique perspective as a twenty-something businesswoman landed her on the cover of Kiplinger’s and inside The New York Times, C Magazine, The Dallas Morning News, and The Herald Tribune, among others. In addition to contributing regularly to the HuffingtonPost.com’s “Green” column, Ms. Wyly is a frequent lecturer. Her speaking engagements include the Green Inaugural Ball, the Aspen Ideas Festival, the Conscious Capitalism Conference, Hollywood Goes Green in Los Angeles, and the United Nations Climate Change Conference in Bali.

She was a founding partner of Zaadz.com, an online network for people who want to change the world, which was sold to Gaiam, inc. in 2007. Her passion for social technology, global change, and empowering young entrepreneurs globally keeps her on the cutting edge of new media and emerging ideas.

Ms. Wyly inspired her father, Sam Wyly’s, environmental education, leading him to found one of the largest clean-energy companies in the country, Green Mountain Energy. This experience showed her how business can be a powerful force for change. Ms. Wyly remains actively involved in the company, and she and her father are in the process of coauthoring a book about its creation, its ongoing mission, and success.

ALTERNATIVES

Our alternatives investment platform, Satori Alpha, creates and manages customized portfolios designed to meet the unique objectives of sophisticated private investors, family offices, and institutions.

ACCELERATION

Through our Satori XL Partnership Program, we provide emerging investment managers with acceleration capital as well as our experience, relationships, and resources, all in support of building a thriving and enduring business.

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