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 and 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 of the 1997 UCLA football team and the Defensive MVP of 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 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 healthcare 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 Vice President 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.
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 a 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.
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's 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 from 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.
Geoff Vasudevan is a Vice President at TELEO Capital. Geoff’s primary responsibilities include deal qualification, due diligence, transaction support and execution, and portfolio monitoring. Geoff previously worked on TELEO Capital’s Operations team, where his primary responsibilities included advisement and support on strategy execution and business process improvement for portfolio companies.
Prior to joining TELEO Capital, Geoff was a partner at RCP Equity, where he was responsible for evaluating investments and driving operational results for portfolio companies. During his time at RCP, he took an operational role as Director of Strategic Initiatives at Avalex Technologies resulting in a successful exit to Mercury Systems. Geoff began his career working at DC Advisory as a sell-side investment banker focused on software and tech-enabled services.
Geoff earned a B.S.E. in Computer Science and Economics from the University of Pennsylvania, where he graduated cum laude.
Christina Hays 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, Christina was a Controller at Burrana, Inc. Her main responsibilities included oversight of accounts receivable and accounts payable, coordinating monthly financial closing, establishing and improving processes and procedures, and preparing cashflow and project cash needs. Christina has over nine years of public and corporate accounting experience.
Christina received a B.S. in Accountancy-Finance from Boise State University, where she graduated cum laude.
Grace Righton is an Executive Assistant at TELEO Capital. Her main responsibility is providing administrative support to the executive committee. Prior to joining TELEO Capital, Grace was an administrative assistant for three years at Boise State University.
Grace earned a B.A. in Business Administration from Boise State University.
Matthew is an Associate at TELEO Capital. Matthew's primary responsibilities include deal qualification, due diligence, transaction support and execution, and portfolio monitoring. Prior to joining TELEO Capital full-time, Matthew worked for the firm as a summer intern for two years.
Matthew earned a B.S. in Economics with concentrations in Finance and Business Analytics from the Wharton School of the University of Pennsylvania, where he graduated summa cum laude.
George Minehart is Head of Talent Management at TELEO Capital. George’s primary responsibilities include developing and executing human capital strategies to support the growth and success of TELEO’s portfolio companies and the fund.
George has over fifteen years of Human Resource experience in leadership roles with a focus on performance management, employee relations, professional development, payroll and labor law compliance, recruitment and selection, benefit plan design and administration, and HR operations for both Public and Privately held businesses. Prior to joining TELEO's portfolio company Rand McNally, he was Director of Human Resources at EZLinks Golf, where he was part of the leadership team that navigated their sale to NBC Universal.
George earned his B.S. in History from Indiana University and achieved SPHR certification in 2017.
Mayra Mejia is an Operations Director at TELEO Capital. Mayra’s primary responsibilities include advisement and support on strategy execution and business process improvement for portfolio companies.
Previously, Mayra was an Allstate Agency Owner and grew her business from $0 to $2.4 million in under two years, hiring, developing, and motivating over 50 associates. Prior to joining Allstate, Mayra worked at 211 Orange Country and secured revenue growth by leading the financial strategy for the merged company and executing a diverse plan with an interdisciplinary team. She began her career at Latino Health Access, leading a multi-disciplinary team to pilot a project.
Mayra has a B.A. in both Public Health Policy and Chicano Latino Studies from the University of California, Irvine.