Daniel Reese, Managing Director

  

Daniel Reese is the Managing Director of Reese Investment Group. Prior to RIG, Daniel served as the Vice President for Garnett Station Partners, a lower middle market investment firm focusing on consumer facing franchise businesses with over 175 brick and mortar locations. At GSP, Daniel primarily managed a $26mm P&L for twenty Burger King locations with four direct reports


Prior to GSP, he worked in the Finance and Strategy Department for Walmart US. Daniel helped develop the Supercenter Reinvention strategy for Walmart US’s retail locations. Prior to Walmart, he served as the Chief of Staff for his family’s business, The Reese Group. In this role, he led the company’s sales team initiatives and aided the executive team in a variety of growth initiatives. Before joining The Reese Group, Daniel served as a naval officer in the United States Navy onboard a fast-attack submarine, USS San Juan. Daniel served as a division officer, leading up to thirty enlisted sailors in his various positions. 


Daniel earned a BS with merit from the United States Naval Academy.  He also earned his MBA from Harvard Business School.  He currently resides in Memphis, TN with his wife, daughter, and golden retriever.

Institutional Investors

Pacific Lake Partners, Lead Investor

Pacific Lake Partners is a $200m firm dedicated exclusively to investing in private companies through the search fund model. Co-founded by Jim Southern and Coley Andrews, Pacific Lake's experience spans from the first search fund acquisition in 1984 by Jim Southern to today. The firm has invested in over 100 search funds in the last five years across the United States, Canada, Mexico, South America, Europe, and Africa. Pacific Lake's team of full-time professionals and Special Limited Partners bring a mix of deep search fund investing and growth-company operating experience to support our entrepreneurs.

Trilogy Search Partners, Co-Lead Investor

Trilogy Search Partners is a closely-held investment firm that invests in acquisitions of small, profitable companies, sourced primarily through the search fund model. Our roots include the formation and leadership of some of the largest mobile operations in the US as well as other global technology and wireless companies. We partner with search fund entrepreneurs, providing them with expertise and capital throughout the process of sourcing, acquiring and operating companies that meet our criteria.

Individual Investors

Jay Davis - The Nashton Company

Jay Davis is a co-founder of The Nashton Company.  The Nashton Company is a holding company investing in recurring revenue services businesses.  Nashton builds leading companies in niche markets over a very long period of time.         


Prior to cofounding the firm, Jay served as the CEO of Vector Disease Acquisition, a holding company that provides vector-borne disease prevention programs and lake management services.  Under Jay’s leadership, the company made 14 acquisitions and grew at a CAGR of 43%.  Vector Disease Acquisition was acquired by Rentokil Initial (FTSE: RTO) in November of 2017.  


Jay obtained a Master in Business Administration from Harvard Business School and graduated Phi Beta Kappa from Vanderbilt University with a degree in Economics.  Jay and his wife Susan have three boys and live in Nashville, TN. 

Andy Love - Aspect Investors

Aspect Investors is led by Andy Love. As a student of the search fund model, as a searcher/CEO of one of the most successful search funds to date, and as a search fund investor-advisor, Andy has spent most of his career and the last two decades in the search fund arena. In that time, he has invested in over 50 search funds and has advised dozens more.


Andy founded Aspect Investors in mid-2012, initially as a vehicle for personally investing in search funds and their operating companies. In 2016, he expanded the team to include Brad Buser and B.A. Cullum. In mid-2017, Aspect began investing outside capital under a traditional fund structure to expand upon the investment thesis and platform that Andy had built.


Prior to Aspect, Andy was CEO and Co-Founder of his search fund’s operating company, Behavioral Health Group (BHG), an outpatient substance abuse treatment company. Under his leadership from 2006-2012, BHG grew from infancy into one of the largest providers of opioid addiction treatment services in the U.S. BHG was a three-time winner of the Inc. 500|5000 award (2010, 2011, 2012), where the company was ranked the 18th fastest growing private healthcare company in the U.S. (2010), and the Dallas 100 award (2009, 2010, 2011). From 2004 to 2006, Andy was Co-Founder and Managing Principal of VantageCap Partners (VCP), the search fund that launched BHG.


Prior to VCP, Andy was a founding team member of Broadband Venture Partners (BVP), a Dallas-based growth equity investment firm specializing in enterprise application software, telecom software/services, and managed service provider business models (ASP/SaaS/MSP). At BVP, he worked extensively with Telecom Technologies Inc., acquired by Sonus Networks Inc. (SONS); VeriCenter, Inc., acquired by SunGard Data Systems Inc.; and other BVP portfolio companies. Earlier in his career, Andy was an Associate Consultant with Bain & Company.


Andy is a recipient of the Ernst & Young Entrepreneur of the Year Award, Southwest Region (2011), and is a member of Young Presidents’ Organization (YPO). He has served as Co-President of the Dallas Chapter of the Stanford GSB Alumni Association, as a Board Member of the University of Texas Silver Spurs Alumni Association, and as an advisor and board member to community- and faith-based organizations.


Andy holds a BA in Plan II Honors, magna cum laude, from The University of Texas at Austin, where he graduated with Phi Beta Kappa honors and departmental distinction. He also holds an MBA from the Stanford Graduate School of Business and an MA from the Stanford University Graduate School of Education.


He and his wife, Ann Marie, and their seven children reside in Dallas.

Jason Pananos - The Nashton Company

Jason Pananos is a co-founder of The Nashton Company.  The Nashton Company is a holding company investing in recurring revenue services businesses.  Nashton builds leading companies in niche markets over a very long period of time        


Prior to cofounding the firm, Jason served as the President of Vector Disease Acquisition, a holding company that provides vector-borne disease prevention programs and lake management services.  Under Jason's leadership, the company made 14 acquisitions and grew at a CAGR of 43%.  Vector Disease Acquisition was acquired by Rentokil Initial (FTSE: RTO) in November of 2017.  


Jason obtained a Master in Business Administration degree from Harvard Business School and a BBA in finance from the University of Massachusetts Amherst.  Jason and his wife Danielle have four children and live in Longmeadow, MA.

Gerald Risk - TTCER

Gerald is an entrepreneur, investor, and educator. He currently serves as Vice Chairman of Asurion, the world’s largest provider of technology protection services, serving more than 250 million consumers globally.  Prior to serving as Vice Chairman, he served as Asurion’s President, and as Asurion’s Chief Financial Officer prior to that.  During Gerald’s almost two decades at the company, revenue has grown from $15 million to greater than $6 billion.


As an investor, he has supported the entrepreneurial journey of a large number of leadership teams in the for profit and not for profit sectors.  He currently serves on the Board of Directors of Carillon Assisted Living (provider of assisted living services in the Southeast), Datacor (ERP software for the chemical industry), National Video Monitoring (regional provider of video surveillance services), Sunrun (provider of residential solar services), and QMC Telecom (wireless infrastructure provider in Latin America).  He is a Trustee of the Nueva School and an investor in FARM, a social impact investment firm. Gerald is also a Lecturer in Management at Stanford’s Graduate School of Business.


Gerald began his professional career with Goldman, Sachs & Co.  He holds an MBA from Stanford and a Bachelor's Degree in Commerce from Queen’s University in Canada. Gerald lives in the San Francisco Bay Area with his wife and two sons

Andrew Saltoun - Integra Partners

Andrew is the CEO of Integra Partners, a healthcare services company acquired in 2011 by Andrew and a group of private investors. Prior to acquiring Integra, Andrew held roles at Goldman Sachs as an investment banker and Vestar Capital Partners as an investor for the multi-billion-dollar private equity fund. Andrew has been/is an active investor in entrepreneurial, growth companies including Bonobos, New Media Learning, Axial Markets, and numerous search funds and their acquired businesses.  He is a board member of Integra Partners, Light Wave Dental, Datacor, Circle Surrogacy, and the Brooklyn Museum Advisory Board. 


Andrew received a bachelor degree in business administration from Emory University and an MBA from Stanford’s Graduate School of Business.

Will Thorndike - TTCER

Mr. Thorndike founded Housatonic Partners in Boston in 1994 and has been Managing Director since that time. Prior to that, Mr. Thorndike worked with T. Rowe Price Associates where he did investment research in the nascent field of business services and Walker & Company, where he was named to the Board of Directors. Mr. Thorndike is a graduate of Harvard College and the Stanford Graduate School of Business. 


Will is a Director of Access Information Management; Alta Colleges; Continental Fire & Safety Services, LLC, Carillon Assisted Living, LLC; Liberty Towers, LLC; OASIS Group Ltd.; White Flower Farm, Inc., and a Trustee of Groton School and the College of the Atlantic. 

Kent Weaver

Kent Weaver is currently Executive Chairman and former CEO of Progressive Home Care, a Northern California-based health care company acquired using a self-funded search fund model. 


Previously, Mr. Weaver held executive positions in marketing and product management for a VC-backed marketing automation startup, as a regional CFO and business analyst in Pepsico’s Pizza Hut Division, and as a management consultant at Ernst & Young.   He received his MBA from the Fully Employed Program at the University of California, Los Angeles and BS in finance from the University of Southern California.


Mr. Weaver has personally invested in over 60 lower middle market acquisitions sourced and managed by search fund entrepreneurs.  He is currently a board member at Field Edge (field technician software), mTab (database tool), Neuro International (healthcare), Integra (healthcare), CALO (behavioral health), and Eclipse (ATM services).