As Managing Partner of Arctaris, Jonathan invests in growth-oriented businesses in the manufacturing, technology and services industries with heavy emphasis on underserved banking markets. Jonathan also serves as a General Partner of a state-sponsored certified capital company (CAPCO) fund in Alabama which makes loans to technology companies and other small businesses to promote economic development.
Prior to Arctaris, Jonathan was a Managing Director at Dutchess Capital, specializing in direct loans and private equity investments to lower-middle market companies. At Dutchess, Jonathan held responsibilities both in deal execution and maximizing value in portfolio companies, working with management teams to develop growth or turnaround strategies. Prior to Dutchess, Jonathan was with Fidelity Ventures, IBM’s Mergers & Acquisitions and Debt Capital Market groups, and also co-founded Vodium, a multimedia software company that was acquired by Vcall.com. Jonathan has published articles on corporate finance in Bloomberg Magazine, International Herald Tribune, and the New York Times.
Jonathan holds an M.B.A. from Harvard Business School and a B.A. from Georgetown University. He is an active volunteer and fund raising chair both for HBS and for his high school, Phillips Andover.
As Managing Director and Business Development Partner of Arctaris, Jason is focused on business development, banking relationships, transaction sourcing, loan originations, due diligence, investor and government relations and community development activities.
Prior to joining Arctaris, Jason was the President and Commercial Banking Sales Manager for Fifth Third Bank in Mid-Michigan, managing a region with $4 billion in loans and deposits. Jason has over 20 years of commercial banking leadership experience specializing in delivering creative capital solutions and developing trusted advisor relationships for growth-oriented business clients. Jason held responsibilities in leading regional banking teams, advising clients on mergers and acquisitions, debt restructure, strategic planning, economic development, growth and expansion strategies, global trade and treasury management services, debt liquidity management, and interest rate derivative management.
Jason holds a BA in Business Administration/Finance/Economics from Alma College and has served as Chairman of the Enterprise Group of Jackson (EDO), board of directors Lansing Economic Area Partnership (EDO), the Jackson County EDC/RLF Fund, Lansing Chamber of Commerce, Baker College Board of Regions, and the Jackson YMCA.
Jim brings over 25 years of investment management experience to Arctaris. In addition to his role as Administrative Partner at Arctaris, Jim founded Robinson Capital Management, LLC, the investment adviser to the Robinson Funds, in December 2012 where he oversees oversees investment strategies and processes, risk management, regulatory compliance, asset allocation modeling, external manager due diligence and selection, trading, and personnel.
Prior to founding Robinson Capital in 2012, Jim was CEO and CIO of Southfield, MI-based Telemus Capital Partners, LLC (TCP) and its subsidiary Beacon Asset Management, LLC, that previously served as the investment advisor to what have since been renamed the Robinson Funds. Earlier, Jim served for five years as the Chairman and CEO of Birmingham-based Munder Capital Management and President of the Munder Funds, where he was responsible for an investment complex with approximately $38 billion in assets under management. From 1987 to 1999, Jim served as Executive Vice President and Chief Investment Officer-Fixed Income with Munder Capital Management, when income assets under management grew to more than $20 billion from less than $100 million.
Jim holds an MBA from Carnegie Mellon University, as well as a BBS in Finance and Economics from Wayne State University.
As a Principal, Uche focuses on all phases of the investment and underwriting process, including deal origination; financial, operational, legal and management team due diligence; and post-transaction monitoring of portfolio company performance. Uche brings over 12 years of corporate finance and corporate lending experience from Bear Stearns, Inc., The Royal Bank of Scotland, Towerview Partners, LLC and Sumitomo Mitsui Banking Corporation. Uche also spent four years as a manager in plant operations with Procter & Gamble.
Uche holds an M.B.A. from the Fuqua School of Business and a B.S.E. in Electrical Engineering from Duke University.
As a Principal, Tony is focused on transaction sourcing and due diligence, investor and government relations, and community development activities. Tony has experience in business development, capital markets, investment banking and securities law, having formerly worked with the Angola National Investment Partnership, Christofferson, Robb & Company, the Marwood Group and Patton Boggs and Blow LLP.
Tony holds an M.B.A. from Georgetown University, a J.D. from the University of Michigan and a B.B.A. from the University of Miami.
As a Vice President, Michael focuses on all aspects of the investment underwriting process, including financial, operational, legal, and management team due diligence, portfolio-level risk management, and post-transaction monitoring of portfolio company performance.
Before joining Arctaris, Michael was a Director at Stamos Capital Partners, a multi-billion dollar private investment management firm, where he focused on private equity fund and startup investing, and portfolio-wide risk management. Prior to Stamos, he was with Prima Capital Partners, Bridgewater Associates, and Cambridge Associates, experiences through which he gained an understanding of multiple asset classes and investment strategies.
Michael holds an M.B.A from MIT Sloan and a B.A. from Stanford University.
As a Senior Associate, Neil focuses on all phases of the investment and underwriting process, including deal origination: financial, operational, legal and management team due diligence; and post transaction monitoring of portfolio company performance. Neil is a Certified Public Accountant with over 4 years of assurance and financial due diligence experience from his tenures with both Deloitte and PWC. He has experience working with companies in the energy, manufacturing, and communications industries.
Neil holds both a B.B.A. and M.S. in Accounting from Eastern Michigan University.
As an MBA Associate, Keith focuses on all phases of the investment and underwriting process, including deal origination; financial, operational, legal and management team due diligence; and post-transaction monitoring of portfolio company performance. Keith brings over eight years of entrepreneurial, finance, and operational experience. Prior to joining Arctaris, Keith founded and operated Azahar Coffee Company, where he currently is a member of its Board of Directors. Keith began his career as an investment banking analyst within Citigroup’s Global Industrials practice in New York.
Keith is currently pursuing an M.B.A. at the University of Michigan’s Stephen M. Ross School of Business and received his B.A. in International Economics from the University of Colorado, Boulder.
As Chief Financial Officer, Glenn manages the administrative, financial, and tax operations of the Fund. This includes the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.
Glenn G. Baker is a graduate of Hartwick College, and holds an MBA in International Business and Entrepreneurship from Thunderbird, School of Global Management. He is also a Certified Public Accountant. In the mid-late’90s, Mr. Baker served as Director of Finance for a Life Science Private Equity firm backed by Harvard Medical School. During his tenure, Mr. Baker developed the firm’s Consulting Department. In 1998, he founded Globe Matrix Consulting as a spin-off of the Consulting Department.
The initial focus of Globe Matrix Consulting was in providing accounting/finance services to incubators/start-ups funded by Private Equity firms. Services soon expanded, with Mr. Baker serving as Interim Director of Finance for several reputable Private Equity firms and their Portfolio Companies. Services also expanded to working on turnaround engagements and with entrepreneurs to launch and scale their respective businesses.