O2 INVESTMENT PARTNERS - Key Persons
Andrew is a Vice President at O2 Investment Partners. He is responsible for sourcing and executing new transactions, due diligence, underwriting, and working in partnership with O2's portfolio company management teams.
Prior to joining O2, Andrew was with Crescent Cove, a TMT focused multi-strategy investment firm based in San Francisco. Prior to that, Andrew was with Evercore in New York and San Francisco, advising corporate clients on M&A and capital markets transactions. He began his career at Bank of America in New York, advising institutional and ultra high net worth clients on investment strategy. Andrew currently serves on the Board of Directors of Straightaway Tire & Auto.
Andrew received an MBA from Columbia Business School, a BS in Management and Psychology from Boston College, and holds the Chartered Financial Analyst (CFA) designation.
Charlie is a Vice President at O2 Investment Partners. He is responsible for evaluating new transactions, due diligence, underwriting, and working with O2's portfolio companies.
Prior to joining O2, Charlie was an Associate with P&M Corporate Finance (PMCF), a middle-market investment bank. While at PMCF, Charlie worked in both the Business & Technology Services and Plastics & Packaging Groups, where he advised clients on buy- and sell-side mergers and acquisitions.
Charlie graduated from Eli Broad College of Business at Michigan State University and holds a Bachelor of Arts in Finance.
Job Titles:
- Head of Business Development
- Vice President
Derek is Vice President and Head of Business Development at O2 Investment Partners. He is responsible for leading the firm's sourcing and origination efforts.
Prior to joining O2, Derek was Vice President of Business Development with Boyne Capital, a Middle Market private equity firm in Miami, where he was responsible for identifying investment opportunities and managing the firms outreach efforts for over four years.
Prior to this, Derek spent more than seven years in London and Miami with H.I.G. Capital as Director of Business Development. There, he focused on proprietary deal origination, non-core carve outs and corporate divestitures. Prior to this, he was CEO for World Relief's European Microfinance business in Kosovo.
Derek received his BS in Mathematics from Samford University in Birmingham, AL and his MBA from the George Washington University School of Business in Washington DC with a concentration in International Business.
The Orley family has been successfully investing in operating businesses and real estate since 1950. Gregg and Rob Orley, along with their brother in-law, Lawrence Lax, have been private equity investors together for nearly 30 years. They have invested in and led the operation of a wide variety of businesses, including manufacturing, distribution, technology and financial service businesses.
Gregg graduated from the University of Michigan in 1975.
Jay is a co-founder and Partner of O2 Investment Partners. He is a seasoned executive with more than 25 years of private equity, corporate development, and operating management experience. He has extensive acquisition, divestiture and investment experience in a variety of traditional manufacturing, technology, logistics and distribution businesses located in the U.S., Canada, Mexico, France, Germany, and Italy.
Jay has also served in executive management roles for manufacturing and distribution businesses, including COO and CFO for both public and privately held companies with operations in North America, Europe, Asia, and Australia and with revenues ranging from $100 million to more than $450 million. Jay serves on the Board of Directors of Alpha Precision Group, Packaging Concepts & Design, Mantis Innovation Group, and Flagstar Bank (NYSE: FBC).
Jay is a graduate of The Wharton School of Finance and Commerce at the University of Pennsylvania.
Jennifer Summers is the Controller of O2 Investment Partners. Jennifer has over 25 years of experience providing financial support. In this role, Jennifer is responsible for maintaining and providing a documented system of accounting, including accounts receivable, accounts payable, and cash management. Jennifer is a graduate of Walsh College of Business with a bachelor's degree in business administration.
Jimmy is a Vice President at O2 Investment Partners. He is responsible for evaluating new transactions, due diligence, underwriting, and monitoring O2's portfolio companies.
Prior to joining O2, Jimmy was with GCA Advisors, a middle-market investment bank in San Francisco offering M&A and private financing advisory services. He focused on executing M&A transactions across the broader technology sector. Jimmy currently serves on the Boards of 4M Building Solutions, unWired Broadband and Frontier Dental.
Jimmy graduated with honors from Kalamazoo College with a BA in Economics, where he was also a captain and wide receiver on the football team.
John is a Certified Public Accountant, and a seasoned corporate executive with over 30 years of experience in finance, accounting and corporate administration. He provides guidance to O2's portfolio companies on financial reporting, accounting practices and systems, tax planning and compliance, and HR. John also advises on strategic planning implementations at portfolio businesses and participates in review and due diligence efforts of target acquisitions.
Before joining O2, John was the CFO of Silbond Corporation and managed the highly successful exit from the business by O2 in early 2014. He also has 13 years of public accounting experience with KPMG, where he provided accounting, auditing, tax, M&A due diligence, and business advisory services to a wide variety of clients in diverse industries and markets. John is an advisory member to the boards and senior management of all of O2's portfolio businesses. John currently serves on the board of 1 Priority Environmental Services.
John is an honors graduate in accountancy from The University of Michigan's Ross School of Business.
Joe is a Partner at O2 Investment Partners. He is responsible for sourcing new transactions, due diligence, underwriting, and monitoring O2's portfolio companies.
Prior to joining O2, Joe was the President and Co-founder of Provision Insurance Group, an independent insurance agency headquartered in Michigan. Prior to founding Provision, he was with St. Charles Capital, a middle-market investment bank primarily focused on M&A advisory. As a founding member of the Industrial Services & Technologies Group, Joe specialized in executing buy- and sell-side M&A transactions for energy and industrial services companies across the United States. Prior to St. Charles Capital, he was a part of J.P. Morgan's Private Bank, providing wealth management solutions for high net worth individuals. Joe currently serves on the Boards of Straightaway Tire & Auto, 4M Building Solutions, BerlinRosen, Flip Electronics, SIB Fixed Cost Reduction, Frontier Dental Laboratories and Mantis Innovation Group.
Joe graduated with honors from Michigan State University with a BA in Finance, where he was also the captain of the Division 1 Men's Tennis Team.
Josh is an Associate at O2 Investment Partners. He is responsible for evaluating new transactions, due diligence, underwriting, and working with O2's portfolio companies.
Prior to joining O2, Josh was an Analyst at Greenhill & Co. in New York, where he evaluated various business combinations and participated in all aspects of the M&A process.
Josh graduated from the University of Michigan's Ross School of Business and holds a Bachelor of Business Administration with a concentration in Finance and Accounting.
Job Titles:
- Certified Public Accountant
- Compliance Officer
- Chief Financial & Compliance Officer
Judy Wallace is the Chief Financial and Compliance Officer of O2 Investment Partners. Judy is a certified public accountant and has over 30 years of experience across audit, operations, transaction advisory, accounting, and compliance. In this role, Judy is responsible for the firm's accounting, tax, compliance, and investor reporting functions. Judy also serves as the liaison to the firm's service providers and oversees administrative activities for the firm.
Prior to joining O2 (2018-2020), Judy served as Chief Operating Officer for an SEC-registered investment advisory and risk management firm servicing small to mid-size financial institutions. Judy is a graduate of the Michigan State University Honors College and Eli Broad College of Business with a BA in Accounting, a member of the AICPA and the Michigan CPA Society.
The Orley family has been successfully investing in operating businesses and real estate since 1950. Gregg and Rob Orley, along with their brother in-law, Lawrence Lax, have been private equity investors together for nearly 30 years. They have invested in and led the operation of a wide variety of businesses, including manufacturing, distribution, technology and financial service businesses.
Larry is a graduate of Oakland University.
Luke is a Managing Partner of O2 Investment Partners and a member of the Firm's Investment Committee. He has over 20 years of M&A, investment banking and operational management team experience. He is responsible for all aspects of the day-to-day management of the firm as well as monitoring O2's portfolio companies and leading the execution of the deal teams.
Luke is a former Director of Strategic Planning for Hanford Pharmaceuticals, Senior Associate at Square 1 Bank and Analyst at Wells Fargo Securities (Healthcare Investment Banking Group). His experiences include leading companies through divestiture plans during the recession, publicly traded and private company deal facilitation for M&A, debt and equity transactions, and managing the build-out of a boutique venture debt bank. Luke serves on the Boards of O2's portfolio businesses: Modular Devices, Capital Construction, Flip Electronics, First Class Air Holdings and Frontier Dental Super Holdings.
Luke received his BA in Economics from Harvard University, where he graduated with honors. While attending Harvard, Luke also studied Corporate Accounting at MIT's Sloan Business School.
Mike is a Vice President at O2 Investment Partners. He is responsible for sourcing and executing new transactions, due diligence, underwriting, and working in partnership with O2's portfolio company management teams.
Prior to joining O2, Mike served as Managing Director at Expedition Capital Partners, a Chicago-based private equity firm focused on the middle market. Prior to that, Mike worked for Prospect Partners, a Chicago-based private equity firm, and Barclays, where he covered Industrials and Financial Sponsors in the Investment Banking Division. Mike currently serves on the Boards of Capital Construction and Flip Electronics..
Mike received his BA in Finance from the Eli Broad College of Business at Michigan State University, where he was also a member of the Financial Markets Institute.
Myke is an Associate at O2 Investment Partners. He is responsible for evaluating new transactions, due diligence, underwriting, and working with O2's portfolio companies.
Before joining O2, Myke was an Associate at The Carlyle Group in New York, where he covered Private Equity Co-investments and participated in all aspects of the investment process. Before working at Carlyle, Myke was an Investment Banking Analyst at Deutsche Bank, where he covered Industrials M&A.
Myke graduated from Cornell University's Dyson School and holds a Bachelor of Science in Applied Economics and Management, cum laude, with a concentration in Finance.
Nikki Butts is responsible for all aspects of office management, meeting coordination, and planning. Nikki has a diverse background of professional experience, including event planning and administrative assistance. She has over 20 years of administrative experience working with Accounting and HR teams, including over 15 years in the private equity industry. Nikki is a graduate of University of Phoenix with a BA in Business Management.
Pat is a Partner of O2 Investment Partners and member of the Firm's Investment Committee. He is responsible for sourcing new transactions, leading due diligence, underwriting, and monitoring O2's portfolio companies.
Prior to joining O2, Pat worked in a variety of corporate finance roles for One Equity Partners, Duff & Phelps, and UHY Advisors. Pat currently serves on the Boards of Directors of Straightaway Tire & Auto, SIB, unWired Broadband, and Modular Devices. He is also a board observer of Vessco Holdings.
Pat received his BA from Michigan State University and his MBA from the Kellogg School of Management at Northwestern University with concentrations in Finance and Entrepreneurship & Innovation.
The Orley family has been successfully investing in operating businesses and real estate since 1950. Gregg and Rob Orley, along with their brother in-law, Lawrence Lax, have been private equity investors together for nearly 30 years. They have invested in and led the operation of a wide variety of businesses, including manufacturing, distribution, technology and financial service businesses.
Rob is a graduate of the University of Michigan, holds a JD from the Detroit College of Law and an LLM from Boston University School of Law.
Job Titles:
- Director of Finance
- Director of Finance for O2 Investment Partners and Has Been Associated
Robin Fleck is the Director of Finance for O2 Investment Partners and has been associated with the firm and its affiliates for over 30 years. Robin is responsible for various aspects of the firm's accounting, tax, financial reporting, human resource and investor relations functions. Having spent the early part of her career in the banking industry, she attended the University of Missouri and Walsh College.
Sam is a Senior Associate at O2 Investment Partners. He is responsible for evaluating new transactions, due diligence, underwriting, and working with O2's portfolio companies.
Prior to joining O2, Sam was an investment banking analyst at Houlihan Lokey working in the Specialty Distribution group, where he advised clients on buy- and sell-side mergers and acquisitions. Before working at Houlihan Lokey, Sam was with The McLean Group, a middle-market investment bank, focused on M&A advisory.
Sam received his BA in Finance from Michigan State University and his master's degree from Duke University's Fuqua School of Business.
Sean is a Vice President at O2 Investment Partners. He is responsible for sourcing, evaluating, structuring, negotiating, and financing transactions, as well as monitoring O2's portfolio companies.
Prior to joining O2, Sean worked for a healthcare-focused private investment firm. Prior to that, he worked for FINNEA Group, a middle-market investment bank, and Wells Fargo Securities. Sean has significant experience advising public and private companies through mergers & acquisitions, debt and equity transactions, and other strategic alternatives. Sean currently serves on the Boards of 4M Building Solutions, BerlinRosen and EIS Holdings.
Sean received his BA in Finance from the Honors College and Eli Broad College of Business at Michigan State University, where he was also a member of the Financial Markets Institute.
Shyam is a Senior Associate at O2 Investment Partners. He is responsible for evaluating new transactions, due diligence, underwriting, and working with O2's portfolio companies.
Prior to joining O2, Shyam was an investment banking analyst at Duff & Phelps working in both the Consumer and Industrials Groups, where he advised clients on buy- and sell-side mergers and acquisitions and capital raises.
Shyam graduated from University of Michigan's Ross School of Business and holds a Bachelor of Business Administration with a concentration in Finance and Accounting.
Job Titles:
- Vice President of Tax and Operations
Tim is the Vice President of Tax and Operations at O2 Investment Partners. Tim is responsible for coordinating and overseeing all aspects of the firm's tax related functions from a compliance, transactional, and planning perspective. Tim also works closely with O2's portfolio companies on various tax and operational matters.
Prior to joining O2, Tim held several positions including acting as in-house tax counsel for a fortune 500 company, director of M&A tax for PricewaterhouseCoopers, LLP, and a member of Plante Moran's National Tax Office. During his career in public accounting, Tim assisted and advised clients on numerous transactions, corporate restructurings, and tax planning.
Tim received a JD from Indiana University's Maurer School of Law, an MA in accounting from the University of Michigan's Ross School of Business, and a BA in economics, political science, and classical studies from the University of Michigan-Ann Arbor. Tim is a member of the State Bar of Michigan, and is also a registered CPA in Michigan.
Todd is a Managing Partner of O2 Investment Partners and a Member of the Firm's Investment Committee. For over 25 years, Todd has led or participated in multiple business acquisitions, mergers, divestitures, joint venture/partnership arrangements, as well as various financings and re-financings. He also has significant experience working in collaboration with O2's portfolio executives in developing and implementing business strategies targeting growth and operational improvement.
Todd joined the predecessor to O2 Investment Partners over 20 years ago and has extensive experience investing in tech-enabled business services, value-added distribution, and niche industrials. Todd currently serves on the Board of Directors of Frontier Dental Laboratories and unWired Broadband.
Prior to his private equity career, Todd was a partner at a large Detroit-based law firm, where he specialized in corporate finance, mergers and acquisitions and real estate matters. He is a graduate of the University of Michigan and Wayne State University Law School.
Travis is a Senior Associate at O2 Investment Partners. He is responsible for evaluating new transactions, due diligence, underwriting, and working with O2's portfolio companies.
Prior to joining O2, Travis worked on the M&A and Corporate Development team at Tenneco, a global manufacturer of automotive OE and aftermarket products. Prior to that, he worked at Angle Advisors, a middle-market investment bank primarily focused on M&A advisory services for private business owners, private equity firms, and corporate clients. His responsibilities included deal execution and strategic advisory for both sell-side and buy-side engagements in the business services, direct-to-consumer, electronics, and manufacturing space.
Travis graduated with high distinction from the University of Michigan-Flint and holds a Bachelor of Business Administration in Finance.
William is a Senior Associate at O2 Investment Partners. He is responsible for evaluating new transactions, due diligence, underwriting, and working with O2's portfolio companies.
Prior to joining O2, William was an Associate at Water Street Healthcare Partners in Chicago, where he evaluated various business combinations and participated in all aspects of the M&A process. Before working at Water Street, William was an Analyst in the Investment Banking division at Citigroup.
William graduated from the University of Michigan's Ross School of Business and holds a Bachelor of Business Administration with a concentration in Finance and Accounting.