We invest in businesses where our experience and resources can make a meaningful impact.
Private Equity Investments
- Size: $2 million to $15 million equity investments
- EBITDA: $1 to $5 million
- Industry Focus: Tech-enabled services, such as niche SaaS providers and service-oriented businesses that leverage technology
- Types of Investments: Acquisitions, growth equity, recapitalizations, shareholder liquidity, family business transitions
- Structure: Equity, preferred equity, convertible debt, subordinated debt, or other quasi-equity securities; we consider control or minority positions
Venture Capital Investments
- Size: $250,000 to $1,000,000; $50,000 – $100,000 for earlier stage “seed” investments (post-revenue)
- Revenue: $1 million run rate; will consider lower revenue levels for “seed” investments
- Industry Focus: Technology and tech-enabled services, consumer/e-commerce or digitally native brands (apparel, devices, food & beverage, etc.), among other select industries
- Types of Investments: Seed, Series A & B
- Structure: Equity, preferred equity, convertible debt, subordinated debt, or other quasi-equity securities; minority positions
We seek out talented management teams of companies with clear growth potential, apply a disciplined and analytical approach throughout the transaction and portfolio management processes, and work in collaboration with management throughout the investment horizon. We understand and have experienced the unique challenges that businesses face during their various stages of development. We have found that certain fundamental principles from mature businesses can be applied to venture-stage opportunities to more quickly achieve profitability. Conversely, the progressive and innovative qualities of venture businesses can be
applied to later stage enterprises to help ignite growth. We focus on industries where we have direct experience and relationships: tech-enabled services, SaaS, and consumer/digitally native brands, among others.
We focus on growth
The investment world is evolving as the line between private equity and venture capital continues to blur. At Bridge Investments, we have the flexibility to invest at any stage of a business’s growth cycle, from seed or Series A investments through our dedicated Venture Fund, to majority investments in mature growth companies seeking liquidity and support in advancing to the next level. We have a 20-year track record of success working closely with inspired management teams to support their vision and help achieve sustainable growth.
Before it was fashionable for PE / venture firms to promote themselves as value-add partners, Daniel and the Bridge team believed in creating a culture of collaboration from the start. This philosophy has resulted in management teams, as well as our investors, being Bridge’s best advocates. Since co-founding Bridge 20 years ago, Daniel has been actively involved with, often as a Board Director or advisor to Bridge’s portfolio investments, including Bridge Venture Fund, QDiscovery, FreightWatch, PV Media Group, and Stonegate Capital, among others. Daniel graduated from the University of Michigan. He has omitted any witty comments from his bio until a particularly good one comes to mind.
Jason enjoys spending the majority of his time working directly with the management teams of Bridge’s portfolio companies. Jason’s highly disciplined and analytical approach, and years of experience working closely with management teams at various stages of growth, has been a major asset to Founders / CEO’s. Before joining Bridge in 2013, Jason spent 8 years with a Chicago-based venture capital and private equity fund that was also a major co-investor with Bridge. Jason has served or currently serves on the Board of Bridge Venture Fund, QDiscovery, Stonegate Capital, haku, CoreXchange Inc., and SCO Logistics. Jason graduated from Albion College, yet he is a real U of M sports fan, having grown up in Northern Michigan.
With a background rooted in private equity and venture capital, Connor takes a data-driven approach to investing, but also enjoys observing cultural shifts in consumer behavior and applying those learnings to new investment themes. Connor works closely with management teams to gain insights and improve performance and enjoys the challenge of understanding complex businesses. Connor is University of Notre Dame graduate and recently received his MBA from the Kellogg School of Management. He spends his free time golfing, hanging out with his dog Bo, and defending his Fighting Irish fanhood from Daniel and Jason.
Tim brings years of experience investing primarily in the healthcare sector. With a passion for improving treatments around mental health conditions, Tim is spearheading Bridge’s Palo Santo Fund which focuses companies and solutions offering innovative treatments for mental health and CNS disorders. Tim received his BBA from the University of Wisconsin, Madison and has previous experience as a Private Equity Investor at Madison Dearborn Partners as well as an Investment Banker at J.P. Morgan and Greenhill. In his free time, Tim enjoys outdoor activities like water skiing, downhill skiing, and scuba diving, along with a side hobby of playing the ukulele and guitar. In addition, Tim is a super nerd that enjoys fine literature and film, with a particular affinity for Wachowski Brother and Darren Aronofsky films.
Almost 30 years after founding Goldberg Kohn, one of Chicago’s most highly respected mid-sized law firms, Bob co-founded Bridge Investments, offering his vast experience and relationships that continue to benefit Bridge’s portfolio companies and help shape our strategic direction. Bob’s previous experience scaling services business has been a template he has shared, in different ways, with Bridge’s portfolio companies who are often faced with similar challenges during periods of rapid growth. Bob graduated from Cornell University (BA) and then earned his JD from University of Chicago.
Mike’s expertise in strategy, M&A, marketing, and leadership development with service businesses adds value across Bridge’s diverse portfolio. Mike is a principal of Bridge Venture Fund, is actively involved in all of Bridge’s legal-tech related investments, and served as a Qdiscovery board director. Mike is the former President of Thomson Reuters’ legal business unit, where he served 15 years in various senior executive positions. Since leaving TR in 2014, he has provided leadership on several public and private company boards, and as a business advisor to private equity firms and their portfolio companies.
Tellef is the CEO and Founder of Accelerated Digital Media, a digital marketing and analytics firm specializing in performance marketing, attribution modeling, and web analytics. Previously, Tellef worked for Google managing North America's fastest growing ad accounts. Tellef serves as a trustee of the Kaplan Family Foundation and also serves as a board member for Embarc Chicago, a community-driven, experienced-based learning program for underprivileged high school students. Tellef is a graduate of Brown University.
Brian is the founder and CEO of Mack Weldon and is a strategic advisor to Bridge Venture Fund. With over a decade of success in the digital world, Brian created Mack Weldon in 2012, a digitally native men's basics brand with a focus on design, performance and functionality. Mack Weldon has grown to become one of the leaders within the industry. Brian has served in several leadership positions within consumer internet and media companies including Comcast, WebMD and Excite@Home. Brian graduated with a Bachelor of Arts in Political Science from the University of Colorado and continued his education at Columbia University where he received a Masters in Business Administration.
Lisa is an accomplished and proven leader with deep expertise building the biggest and most beloved food brands in America. Her roles as Chief Marketing Officer of KIND Healthy Snacks, President of Global Nutrition for PepsiCo and VP Nabisco Cookies (Oreo and Chips Ahoy!) have provided Lisa a unique perspective on food trends and the opportunities and challenges that come with building brands during rapid growth and strategic pivots. In joining Bridge Venture Fund as a strategic advisor, Lisa leverages her unique background working with both entrepreneurs and big food companies to accelerate growth for our portfolio of companies.