Page 120 - TACC 2023 Program

CONTACT US

Todd Fink
Managing Partner HONOR
[email protected]
THE ENTREPRENEUR
Luke Plumpton
Managing Partner
[email protected]
Patrick Corden
Partner O2 Investment Partners is a Midwestern-based private equity firm that
[email protected]
seeks to acquire majority interests in lower middle market family/founder-
Joe Vallee owned businesses in B2B services, technology, and select niche industrial
Partner companies. The firm invests in businesses with earnings growth potential
[email protected]
and a clear path to the creation of shareholder value.
Jay Hansen
Partner O2 invests to build and grow the business and take it to its next stage of
[email protected]
development. This requires not only a clear vision and a strategic plan to
Sean Darin create shareholder value, but also a close partnership and an alignment
Vice President
[email protected] of interest with management.

Jimmy Frye
Vice President KEY INVESTMENT CRITERIA
[email protected] O2 takes a unique and thoughtful approach to investing. We aim to create
long and lasting collaborative relationships with our portfolio partners. O2
Michael Cotant
Vice President structures investments to align interests with management and provide
[email protected] value added capital to operate and scale the company. We specialize in
providing the capital necessary to fund corporate growth and facilitate
Derek Wardlaw
Vice President & Head of owners’ and shareholders’ full or partial exit.
Business Development
[email protected]
Charles Miller EBITDA Industries/Business Types
Vice President
[email protected]

Andrew Faubel
Junior Vice President B2B services, select technology
[email protected] and niche industrial companies,
Greater than $5 million
Travis Aho (less for add-ons) select services businesses,
Senior Associate niche distribution and certain
[email protected] special situations

Shyam Shah
Senior Associate
[email protected]
Investment Characteristics Geographic Focus
Sam Wegenke
Associate
[email protected]
Non-sponsor owned companies
Mark Heneman with strong management teams
Associate
[email protected]
History of growth and profitability United States and Canada
William Laffrey with healthy margins
Associate
[email protected]
Diversified customer base
Josh Blumenstein
Associate
[email protected]
40900 Woodward Avenue, Suite 200, Bloomfield, MI 48304 | www.o2investment.com