-   Involved in 130+ transactions
-   100+ years of private equity experience
-   Offices in Los Angeles, CA and Boise, ID
UMT360 provides enterprise project portfolio management (PPM) softwareHIGHLIGHTS
UMT360 provides both innovative technology and expert consulting solutions to help clients align the execution of projects, programs, it assets and product investments with their business strategy. The software extends and enhances Microsoft project online PPM software.PROJECT INFO
Paxia, Inc. provides enterprise SAAS applications to manage the inflight catering services supply chain for the airline industry.HIGHLIGHTS
Comprised of two products: (1) IFX – cloud-based catering management suite that controls the entire onboard services process from the warehouse to plane to invoice; (2) GP – cloud-based galley planning solution that enables users to optimize galley space, loading plans, equipment inventory, weight balancing and the supply chain.PROJECT INFO
Industrial Defender provides cybersecurity and compliance software solutions for critical infrastructure providers globally.HIGHLIGHTS
The software offers a management platform purpose-built to address the overlapping requirements of cybersecurity, compliance and change management for industrial control systems (ICS). Industrial Defender serves fortune 500 clients across the utility, oil & gas and chemical processing verticals. Teleo’s investment will support continued product innovation and expansion of global brand awareness.PROJECT INFO
Rand McNally provides fleet management & logistics software solutions and connected vehicle technology to the transportation industry.HIGHLIGHTS
Rand McNally offers an innovative fleet management, mileage and routing software solution, to carriers, shippers and third-party logistics providers, complemented by a full suite of driver technologies that integrate seamlessly with its fleet management platform.PROJECT INFO
Teesnap offers a cloud-based software solution that helps golf course operators create a better customer experience and drive improved decision-making through big data and smarter business intelligence.HIGHLIGHTS
The comprehensive SaaS platform provides real-time tee time scheduling, mobility-enabled point-of-sale, pricing optimization, inventory management, intelligent marketing and business reporting.PROJECT INFO
Univeris delivers an advanced software platform that enables financial institutions, including many top banks, to offer personalized investment services.HIGHLIGHTS
This innovative technology encompasses a full suite of operations control and enables customers to provide automated, value-add services to advisors and investors, while maintaining an industry leading level of security and compliance.PROJECT INFO
Flatirons offers a critical SaaS solution for the global aerospace industry which helps improve the productivity of maintenance procedures, ensuring regulatory compliance.HIGHLIGHTS
Flatirons Solutions is a provider of technical content management solutions that enable global aviation and aerospace customers to create, publish and streamline critical information. Flatirons’ proprietary software continuously improves technical and regulatory content to align with necessary maintenance procedures.PROJECT INFO
FIOS’ Enterprise Architecture (“EA”) software tool enables companies to simplify their strategy, IT planning and Project Portfolio Management.HIGHLIGHTS
FIOS and UMT360’s combined solution enables organizations to identify, model and align business processes, products and projects. Integrating FIOS’ EA technology strengthens UMT360's Strategic Portfolio Management product, providing a comprehensive solution designed to drive business agility.PROJECT INFO
Western Principles provides services to help companies implement and optimize their strategic portfolio and project management functions.HIGHLIGHTS
The acquisition of Western Principles aligns with UMT360’s strategy to provide a comprehensive solution for Strategic Portfolio Management to drive business agility.PROJECT INFO
CHCS provides technology-enabled third-party administration (TPA) solutions for the senior health and eldercare markets.HIGHLIGHTS
CHCS specializes in supplemental health care solutions for senior markets with a focus on long term care (LTC) and Medicare Supplement (MedSup) plans. CHCS provides third-party administration and support as well as customized care management solutions and services for accident and health, disability, all Medicare supplement plans, and other forms of supplemental insurance policies for global insurance carriers.PROJECT INFO
Fleetsu provides cloud-based, data analytics solutions for fleet management through its innovative and flexible platform.HIGHLIGHTS
The acquisition of Fleetsu aligns with Rand McNally’s strategy to significantly increase its investment in best-in-class solutions for the transportation market, and more specifically, the connected vehicle sector.PROJECT INFO
George Kase is a Managing Partner and member of TELEO Capital’s Investment Committee. George is primarily responsible for deal sourcing, due diligence, valuation, transaction execution, operational improvements, and portfolio management.
George has deep investing and transactional expertise. Prior to co-founding TELEO Capital, George was a Partner at Marlin Equity Partners for over a decade. He was on the Investment Committee for four Marlin Funds (I, II, III, and Heritage). During his time at Marlin, he led over twenty acquisitions (both platform and follow-on), including Caprio, Liquent, and Duncan Solutions. Prior to Marlin, George worked in management consulting with McKinsey & Company and in investment banking with CIBC Oppenheimer, focusing on mergers and acquisitions.
George earned an M.B.A. from the Stanford Graduate School of Business and a B.A. in Economics from the University of California, Los Angeles, where he was an Academic All-American and three-year starter on the football team.
Andres (Andy) Martinez is a Managing Partner and member of TELEO Capital’s Investment Committee. Andy is primarily responsible for deal sourcing, due diligence, valuation, transaction execution, operational improvements, and portfolio management.
Andy has deep financial, investing, operational, restructuring, and transactional expertise. Prior to co- founding TELEO Capital, Andy helped launch Strategic Equity, Inc., a family office based in Beverly Hills. Prior to Strategic Equity, Andy worked as a Principal at Marlin Equity Partners as a deal lead in Fund II and III. His most recent transactions at Marlin included Prologic, FCTI, and Burroughs Payment Systems. Prior to Marlin, Andy worked at the Gores Group in New York, where he focused exclusively on investments in the technology and telecom sectors. At Gores, Andy was involved in the successful acquisitions of Proxicom and Global Tel Link. Before joining Gores, Andy worked at Bay Harbour Management, a special situations hedge fund, and as an investment banker at Credit Suisse in the media and telecom group.
Andy earned a J.D. from the University of Texas School of Law and a B.S. in Finance and Entrepreneurial Management from the Wharton School of Business at the University of Pennsylvania, where he graduated cum laude.
Robb Warwick is a Managing Partner and member of TELEO Capital’s Investment Committee. Robb, as Chief Financial Officer and Head of Operations, is primarily responsible for commercial, financial, and tax due diligence as well as valuation, operational improvements, and portfolio management. In addition, Robb is also responsible for the firm's back-office functions, including fund administration, accounting, taxes, and compliance.
Robb has deep financial, operational, and restructuring expertise. Prior to co-founding TELEO Capital, Robb served as Head of Operations at Marlin Equity Partners, where he was on the Investment Committee for seven Marlin Funds (II, III, IV, V, Heritage, Heritage II, and Europe). During his time at Marlin, he was involved in over 100 acquisitions (both platform and follow-on). Prior to Marlin, Robb was Chief Financial Officer at Micron Computer, Inc., Tax Manager at Micron Technology, Inc., Controller at Futura Corporation, Manager at Coopers & Lybrand (now known as PWC), and Corporate Controller and Vice President of Tax at Micron Electronics, Inc.
Robb earned a double major in Accounting and Business Administration from Northwest Nazarene University, where he was a four-year starter on the basketball and tennis teams.
Matt Oehlmann is a Partner and member of TELEO Capital’s Investment Committee. Matt primarily focuses on deal origination, qualification, and portfolio monitoring.
Matt has deep investing expertise, bringing over 15 years of sourcing experience in the lower middle market. Prior to TELEO Capital, Matt was Global Head of Business Development with a Los Angeles- based investment firm focused on lower middle market corporate carve-outs and special situations. Prior to that, he was a Principal at Evergreen Pacific Partners and a Vice President at Marlin Equity Partners. He was instrumental in some of the firm’s most successful transactions during his tenure. Matt started his investment career at Platinum Equity in the global business development team.
Matt earned a B.S. in Business Administration from the Pennsylvania State University.
Brian Willmer is a Vice President at TELEO Capital. Brian’s primary responsibilities include deal origination and qualification, operational support, leadership training and helping build / maintain the firm’s culture. Prior to joining TELEO Capital, Brian coached college football for 19 years (four of those years as a head coach).
Brian earned a B.A. in Political Science and an M.A. in Higher Education and Organizational Change from the University of California, Los Angeles. He was the captain on the 1997 UCLA football team and the Defensive MVP on the 1996 team.
Joseph Roark is an Operating Partner at TELEO Capital with over 25 years of CEO experience with a demonstrated record of restoring and growing private equity, publicly owned and privately held enterprises serving diverse, global industrial and technology markets.
Joe’s career spans over 35 years in executive leadership roles with leading global companies such as Danaher Corporation, Kohler Company, and Weir Group. He has also served as an Operating Partner with Marlin Equity Partners, where he served as Chairman of three highly diversified companies. Joe has been President of two Danaher Corporation companies, group President of four Weir Group PLC (UK-based) companies (concurrently serving as lean business systems’ matrix leader of 22 additional businesses), and CEO of a three-division private equity-owned software (SaaS) and electronics hardware manufacturer. Additionally, Joe has led manufacturing and/or software development startups in the U.S., China, India, and Brazil. His broad experience in strategic planning and business development has been instrumental in the identification and targeting of creative growth acquisitions, new product/market opportunities, and startups. He has led dozens of acquisition due diligence efforts around the world, followed by the successful integration of those businesses into his acquired companies’ culture and processes.
Joe earned an M.B.A. from the Broad School of Management at Michigan State University and a B.S. in Business from the Marriott School of Management at Brigham Young University.
Paul is an Operating Partner at TELEO Capital with over 30 years of experience leading, managing, and consulting in diverse operations, which range from $10 million private equity-owned businesses to $45 billion, 100,000-person matrixed organizations. He has a record of exceeding revenue, profit, cost leadership, and market objectives in the U.S. and internationally.
Most recently, Paul was Managing Partner of Private Equity Performance Partners and CEO of Sales Performance Holdings, where he engaged with private equity-owned operating companies such as Vistage, Predictive Index, Redmond and Greer Pharmacy Supply, and Tellabs. Paul has also led transformations in insurance and health care companies, serving as interim SVP of sales and account management at Blue Cross of Idaho and engaging with CHP Health Plans, Blue Cross Blue Shield of Tennessee, and Farm Bureau Insurance. He also served as CEO of the Reliant- Advocacy Group, a leader in insurance sales training and consulting. Paul has also served in several executive leadership roles within the State Farm Enterprise, leading the office of strategy management.
Paul earned an E.M.B.A. from the Pepperdine Graziadio Business School.
Matt Scholl is an Operating Partner at TELEO Capital with over 25 years of executive experience directing sales, marketing, product management, operations, and acquisitions. He evaluates and guides TELEO Capital portfolio companies with a particular emphasis on software, cloud, and mobile-based technology solutions.
Previously, Matt served as CEO of Aldon Computer Group and as an Operating Partner at Marlin Equity Partners. While at Aldon, he expanded into international markets, introduced SaaS offerings, and added the concepts of Agile management. Matt was instrumental in helping with the transition and successful acquisition of Aldon by Rocket Software.
Matt previously worked with Aligo (later acquired by Corrigo), an early pioneer in mobile business applications. Matt has been a strategic software consultant for a number of SaaS startups and still involves himself in helping local technology-focused nonprofits in the Oakland, California area.
Matt earned a Master's degree from the University of California, San Diego and a B.A. from the University of California, Berkeley.
Connor Martin is a Senior Associate at TELEO Capital. Connor’s primary responsibilities include deal origination and qualification. Prior to joining TELEO Capital, Connor was an Associate at Critical Point Capital, where he helped lead their business development efforts.
Connor earned a B.S. in Business Administration from the University of Southern California Marshall School of Business.
Max Vaughan is a Principal at TELEO Capital. Max’s primary responsibilities include deal qualification, due diligence, transaction support and execution, and portfolio monitoring.
Prior to joining TELEO Capital, Max worked as a Senior Associate at Marlin Equity Partners, assisting on transactions across a number of software verticals. Max began his career at Harris Williams & Co., working as a sell-side M&A investment banker focused on telecom, media and technology (TMT) and healthcare & life sciences.
Max earned a Master's in Finance from Claremont McKenna College and a B.A in Economics from the University of California, San Diego.
Dinuka Sylva is a Senior Associate at TELEO Capital. Dinuka’s primary responsibilities include deal qualification, due diligence, transaction support and execution, and portfolio monitoring.
Prior to joining TELEO Capital, Dinuka worked at Goldman Sachs in London as an M&A banker focused on consumer and healthcare. He began his career in management consulting at Roland Berger.
Dinuka earned an M.B.A. from Columbia University and a BSc in Economics from the London School of Economics and Political Science.
Eric Guo is a Senior Associate at TELEO Capital. Eric’s primary responsibilities include deal qualification, due diligence, transaction support and execution, and portfolio monitoring.
Prior to joining TELEO Capital, Eric worked at J.P. Morgan as a sell-side M&A investment banker focused on power & renewables. Eric began his career at GAMCO Investors, working as an equity analyst for the Gabelli utilities and telecom funds.
Eric is a CFA charterholder and earned an M.B.A. from Columbia University and a B.A. in economics from the University of Pennsylvania.
Kelly is an Associate at TELEO Capital. Kelly’s primary responsibilities include deal qualification, due diligence, transaction support and execution, and portfolio monitoring.
Prior to joining TELEO Capital, Kelly worked as summer intern at Oak’s LAB and Sony Pictures Entertainment.
Kelly graduated with a B.S. in Management Science and Engineering with a Finance and Decision emphasis from Stanford University.
Andrew is an Associate at TELEO Capital. Andrew’s primary responsibilities include sourcing follow-on acquisitions for the firm’s existing portfolio companies and deal qualification.
Prior to joining TELEO Capital, Andrew was a professional baseball player with the Chicago Cubs and New York Mets organizations.
Andrew earned a B.A. in Business Administration from the University of Washington.
Kristine Croft is a Finance Director at TELEO Capital. Her primary responsibilities include financial due diligence, support, and advisement on business processes for portfolio companies.
Kristine began her career at PricewaterhouseCoopers (PwC) in San Francisco, California, where she specialized in hedge fund management and emerging technologies. She has extensive experience developing and directing Finance and Accounting functions for startups, midsized and multi-billion- dollar organizations across a broad spectrum of industries. Most recently she was Vice President of Finance for a scaling SaaS firm.
Kristine has held an active CPA license for over 20 years and earned a B.S. in Business Administration with a concentration in Accounting from San Francisco State University, where she graduated cum laude.
Erin Warwick is a Finance Director at TELEO Capital. Her primary responsibilities include financial due diligence, support, and advisement on business processes for portfolio companies.
Prior to joining TELEO Capital, Erin was an Accounting Manager at Fisher’s Technology for over six years. Her responsibilities included oversight of the accounting department, annual audit, board reporting, accounts receivable and accounts payable, as well as special financial projects for three acquisitions made by the company. Prior to Fisher’s Technology, Erin held accounting related roles at Marlin Equity Partners.
Erin received a B.B.A in Accounting from Boise State University.
Genevieve Forsman is an Associate at TELEO Capital. Genevieve’s primary responsibilities include deal origination and qualification. Prior to joining TELEO Capital, Genevieve was an M&A Associate at Bainbridge Capital Advisory, a San Diego-based boutique investment bank. While at Bainbridge, Genevieve focused on deal origination, research, and client relations for private equity funds and strategic buyers.
Genevieve earned a B.S. in Finance from San Diego State University Fowler College of Business.
David Casares is a Managing Director at TELEO Capital. David’s primary responsibilities include investment qualification, evaluation, execution, portfolio operations, and acquisition integration.
David joined TELEO Capital from Vicente Capital Partners, where he was a Partner focused on deal sourcing, execution, portfolio operational improvements, and monitoring. While at Vicente, David served on the boards of several software and technology companies, including Intellectual Technology, SportsMEDIA Technology, and VXi Corporation.
Previously, David was Director of M&A and Operational Improvements for a $2 billion subsidiary of Tyco Fire and Security, where he led operational improvements at over 120 field offices. Prior to Tyco, he began his career in management consulting at Bain & Co. and in investment banking at Merrill Lynch in the financial institutions and insurance group, where he focused on mergers and acquisitions and capital raises.
Active in the non-profit community, David serves on the Board of Directors for the Fulfillment Fund (college access and graduation non-profit) as Audit Chair and Executive Committee Member. He is also on the Finance Council of St. Monica Church.
David earned an M.B.A. from Harvard University where he was a Robert Toigo Foundation Fellow and a B.A. in Finance from Georgetown University, where he was a four-year, NCAA athlete in football and baseball.
Michelle Esters is a Finance Director at TELEO Capital. Her primary responsibilities include financial due diligence, support, and advisement on business processes for portfolio companies.
Prior to joining TELEO Capital, Michelle was an Accounting Supervisor in the Engineered Wood Products (EWP) Department at Boise Cascade Company. Additionally, she held positions in Internal Audit and Accounts Payable during her seven years with the company. Michelle’s responsibilities included managing customer rebate contracts, general ledger accounting for the EWP business, and managing accounting team members. While in Internal Audit, she provided process and internal control recommendations, completed audits across many company functions, and assisted with two acquisitions made by the company.
Michelle earned a B.S. in Accounting from Weber State University, where she played on the women’s tennis team for four years.
Janelle Hofeditz is a Managing Director at TELEO Capital. Janelle’s primary responsibilities include investor relations, ESG, and community initiatives.
Janelle brings over 20 years of experience in financial services. Janelle worked at Standard Pacific Capital, a multi-billion-dollar investment firm, where she held multiple roles including Director of Marketing & Investor Relations and Director of Recruiting. At Standard Pacific Capital, she raised capital for multiple strategies, in addition to building out the team infrastructure. Previously, Janelle also worked in executive recruiting at Russell Reynolds Associates in the Financial Services group. Janelle began her career in investment banking at Morgan Stanley and Bear Stearns.
Most recently, Janelle worked as Director of Strategic Initiatives at the Haas School of Business at the University of California, Berkeley. In that role, she worked across departments on long-term planning connected to academics, career management, admissions, and Diversity, Equity & Inclusion initiatives.
Janelle earned an M.B.A. from the Kellogg School of Management at Northwestern University and a B.S. in Finance and Marketing from Georgetown University.
David McCauley is a Managing Director at TELEO Capital. David’s primary responsibilities include call center integration, go-to-market implementation, deal qualification, and technology implementations.
Prior to joining TELEO Capital, David worked as a consultant for a variety of organizations in industries including consumer products, SaaS, computer hardware and technology manufacturing, data center, and cyber security. He has also been deeply involved in startup corporations as they grow and evolve to first funding, to mergers and acquisitions and private equity, and to eventual IPO or acquisition.David earned an M.A. from the University of Kansas and a B.A from the University of Arizona.
Kevin Hatch is an Operating Partner at TELEO Capital with over 20 years of financial, operational, and executive leadership experience, including a decade working with private equity portfolio companies. He has led multiple strategic growth initiatives, restructurings and carve-outs across software, technology, business services, and industrial companies.
Kevin most recently served as an executive of Avalex Technologies Corp., leading transformational growth focused on maximizing the value of their market-leading technology and completed a successful acquisition of Avalex by Mercury Systems, Inc. Prior to Avalex, Kevin served as CFO/Acting CEO of AppRiver, a Marlin Equity Partners portfolio company, where he was instrumental in building the company’s leadership team, partner-focused go-to-market strategy and operational KPI transformation. He led two strategic add-on acquisitions and the successful acquisition of AppRiver by Zix Corporation.
Kevin previously worked as an Operations Director at Marlin Equity Partners where he was responsible for the value creation activities and operational results for portfolio companies. Before joining Marlin, Kevin worked at KPMG as a Director in the Transaction Services Group assisting both strategic and private equity buyers.
Kevin earned a B.A. from Fort Lewis College.
Donté is an Associate at TELEO Capital. Donté’s primary responsibilities include deal origination and qualification.
Prior to joining TELEO Capital, Donté was an Offensive Lineman for the Boise State football team.
Donté earned both a Master of Public Administration and a B.B.A. in Marketing from Boise State University, where he graduated cum laude.