Founded in 1994, Housatonic operates from Boston and San Francisco, emphasizing recurring business services.

The team goes beyond the traditional investor role. 'There is a significantly longer-term investment horizon at Housatonic than elsewhere, with a commitment to the people, particularly the CEO ... that I don’t think is widespread.' - Will Thorndike.

Marion Equity is a Boston-based investment firm co-founded by Mark Egan and Bill Egan, who is also a past-president and Chairman of the National Venture Capital Association, and a Member of the Board of Overseers of The Wharton School.

Marion invests in the US and internationally, across a span of industries including HR, life sciences, marketing, and pharmaceuticals.

Granite Point (GP) is a middle-market equity investment firm with a long-term growth mindset and recognition of the individual as the key differentiator in achieving success.

Following GP investment thesis, Kent serves(d) on 25+ SMB boards of directors across industries, including Triyam, Circle Surrogacy, World Wide Security, Banyon Software, and many others.

Kamylon is a Principal Investment firm that has been exclusively investing in, improving, and building LargeLocal™ companies for 20 years, providing ownership transition solutions to businesses that demonstrate a strong competitive position in their local market. 

Firm's leadership has made 70+ acquisitions or $300M+ of equity investments.

Family investment office that specializes in search funds, pharma/biotech services, clean technology, and other long-term opportunities across the US. 

Generational Transfer Entrepreneurs is a private investment firm that helps today's most talented aspiring CEOs to procure highly favorable outcomes in their journeys.

Reframe Capital is an operating-focused private equity firm partnering with experienced management to build transformational companies.

Duane built a thirty-year track record at Horsley Bridge Partners, venture capital and private equity fund-of-funds, becoming the firm's COO. He currently manages a vast portfolio of private investments across US and Canada.

Mahesh Rajasekharan is the CEO of Cleo, a global provider of ecosystem integration. Previously, he served as a COO at SumTotal Systems and i2 Technologies. He holds a Ph.D. in Industrial Engineering and an MBA from UC Berkeley. He also sits on multiple boards - Omatic Software, Ascend, BP Logix.

Currently co-CEOs of AutoLeap, Steve & Rameez ran a search fund in 2015, acquiring a Management Software company FieldEdge, and growing it from 25 to 300 employees. In scaling the company 7x, they also transformed the lives of several thousands of SMB contractors through technology.

Marjorie is a serial tech entrepreneur. She is a founder and managing partner at Lukso, a platform for lifestyle and creative industries, and a co-founder of The Dematerialized, a virtual goods marketplace. Earlier, she managed the Innovation Lab at Ernst and Young and holds a master in Architecture.

Founder and Managing Partner at Software Growth Partners, he sits on multiple boards, including Venio Systems, Netreo, MeshIQ.  He was previously a President at Cleo (acquired through a search fund) and a Managing Partner at Globe Equity Partners. He holds an MBA from Haas Business School.

Ex-CEO at EZRack (search fund acquisition), in his leadership Ned focused on eliminating disposable waste, transforming the company into a trusted partner across the manufacturing spectrum (acquired last year). Previously, Ned was a Director at Buxbaum Holdings, he holds an MBA from Ross  Business School.

CEO at BP Logix, a workflow automation software company, and a Managing Partner at Finrock Growth Partners fund. Earlier, he worked as a CEO at Workplace Answers (winning Gold Stevie and Brandon Hall awards) and as a board member at Efficient Hire. He holds an MS from Stanford School of Business and a B.Tech from IIT.

Founder and Managing Director of Stealth Monitoring, Sidney brings an extraordinary "Basement to Boardroom" entrepreneurial experience, selling to and jointly growing the company to a multi-million business with 2K+ employees and 40 offices in 4 countries. He also invests and supports other searchers in acquiring and growing a great business.

Gideon is a CFO and a Board Member at ezTaxReturn, an online tax preparation company he acquired through a search fund. Previously, he worked as a Director at Wirpo. He holds a Harvard MBA and a B.Sc. in Systems Engineering from the University of Toronto. He also advises startups on tech, finance, and growth metrics.

A believer in technology and its force for good, Stefany is a technology leader at Palantir Technologies, a founding board member at Girls in Tech, Tech Face, and a board member at Blue Ark. She holds a MS from LSE in IT and innovation and BSc from City, University of London.

Director at Triton Advisory, Shyam brings 15+ years of experience in M&A and transaction advisory, having advised on transactions across 3 continents with an aggregated value of over USD 6 billion. He previously worked as a VP at Deloitte, is a CFA Charterholder, and holds BS from McGill University.

Director at Triton Advisory, Amman spent 20+ years serving large clients or holding leadership positions in thriving entrepreneurial companies. He previously worked at Deloitte, helping such clients as Power Corporation of Canada and International Air Transport Association. He holds a BS from McGill University.