Private Equity Asset Management
TFG acts as an outsourced resource to family offices, institutional Limited Partners, private companies, and private equity General Partners.
Frequently, TFG Capital Partners are brought in to advise Limited Partners and General Partners regarding direct private company investments.
Typically, this involves serving as either an activist board member, senior advisor, or director in charge of a specific activity or initiative.
Activities commonly include:
- Develop and support new growth strategies
- Seek out, support, and execute add-on acquisitions
- Recruit high-quality board members
- Strengthen management teams
- Support technology and infrastructure upgrades
- Support increased research and development
- Make high-level sales contacts on the portfolio company's behalf
- Access additional sources and types of capital
Recent Assignments
Secured Communications
Reno / Lake Tahoe, California – Director, Financial Markets & Strategy
2020 - Present
Secured Communications is the leading global technology company specializing in safeguarding communications. Secured Communications provides ultra-secure, enterprise communications solutions in the Unified Communications as a Service (UCaaS) space that are trusted by businesses, public safety, and counter-terrorism professionals worldwide.
- Raised $1.1 million Series A – friends and family and angel investor capital.
- Identified and recruited a board member/strategic partner with deep expertise in the Health Care vertical.
- Recruited the Chief Revenue Officer and EVP, Global Sales.
- Has assisted with preparation for Series A and Series B rounds.
- Developed strategy for roll out in the Financial Services/Wealth Management/Private Equity vertical.
CNCData, LLC
Singapore & Carlsbad, California – Director
2019 - 2020
CNCData is the primary source of market intelligence focused on identifying business opportunities and key decision-makers throughout Asia Pacific Region. The firm provides access to over 3.5 million decision-makers across 1.5 million profiled organizations in 23 Asia Pacific countries.
- Recapitalized company and funded launch of new SaaS product line, dataPlus.
- Conducted bottoms-up strategic review and SWOT analysis prior to further investment.
Turbo International, LLC
Carlsbad, California – Advisory Board Member
2019 - 2020
Turbo International is an established, world-class manufacturer of replacement turbochargers assemblies and components dedicated to serving the independent global aftermarket. Turbo International has created a detailed turbo database that covers over 20,000 turbochargers from all major manufacturers.
- Conducted bottoms-up strategic review and SWOT analysis prior to further investment.
- Negotiated Loan Extension Agreement and improved position in the capital stack.
NanoLumens Inc.
Atlanta, Georgia – Director
2017 - 2018
NanoLumens Inc. creates uniquely compelling interactive LED visualization solutions for global clients in retail, transportation, corporate, gaming, higher education, sports and arenas, and places of worship.
- Recapitalized the company.
- Identified and recruited two high-quality board members.
