Our TOC Team is distinguished by the depth of experience of our Managing Directors who themselves have been successful CEOs and business leaders.
Having been down the CEO’s path many times before, we leverage our in-depth sector knowledge, experienced investment team and world-class operations methodology resources to create value in our portfolio companies. We believe that the best financial partner is a team of investors who have successfully built, run and sold companies themselves.
Managing Director, Louisville
Henry focuses on acquisitions and buyout investments in the Logistics, Distribution and Packaging sectors. He is recognized as a world-class logistics and distribution expert, and consults with numerous Fortune 500 companies through his consulting firm, Idea LLC. Henry also owns several distribution and logistics companies serving the shipping supplies and consumer goods sectors. Henry holds a BA from the University of Virginia.
Managing Director, Milwaukee
Brian focuses on acquisitions and buyout investments in the Manufacturing and Business & Industrial Services sectors. Prior to TOC Equity partners, he has served as the CFO and COO of numerous middle-market manufacturers and service providers. Brian was also the founder and CEO of several B2B services companies. Brian holds a BS from the University of Wisconsin-Oshkosh and is a CPA.
Managing Director, Chicago
Mark focuses on acquisitions and buyout investments in the Distribution and Manufacturing sectors. He has over 20 years of private equity, advisory and entrepreneurial experience, and was the Founder and CEO of several venture backed B2B startups. Mark is a CPA and holds a BS, summa cum laude, from Oral Roberts University, and an MBA from Harvard Business School.
Marketing and Investor Relations
David focuses on growth for the TOC Equity Partners portfolio companies. He has over 15 years of marketing, advertising and sales experience working with Fortune 500 companies as well as startup ventures. David holds a BS, magna cum laude, from Oral Roberts University.
Sam focuses on acquisitions and buyout investments in the aviation sector, as well as innovating financing vehicles for the aviation space. He has over 20 years of private equity, advisory and entrepreneurial experience, and was the Founder and CEO of several venture-backed B2B and B2C startups. Sam has guest lectured at Harvard Graduate Schools Leadership Initiative, Harvard Business School, UC Santa Barbara’s Engineering School, among others, and he holds a BA in Political Science from Northwestern University, and an MBA from Harvard Business School.