Software Equity Group
Industry: Company
DescriptionFounded: 1992 Subsidiary: Software Equity Group, L.L.C., Research Division
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Software Equity Group Employees
Employee
Years
Job
Industry
Justin O'Connor Justin O'Connor's Software Equity Group Experience July 2012 - May 2013
Job Web and Mobile Consultant at Soasta
Industry Internet
Experience
SOASTA, Inc. February 2015 - Present
TakeLessons.com December 2013 - February 2015
Software Equity Group July 2012 - May 2013
San Diego State University January 2011 - May 2013
United States Marine Corps February 2005 - December 2010
Skills
Sales, Cloud Computing, SaaS, Salesforce.com, New Business Development, Sales Prospecting, Finance, Management, Microsoft Excel, Leadership, PowerPoint, Social Networking, Training, Microsoft Office, Microsoft Word, Social Media, Access, Music, Excel, Event Planning, Music Industry, Musicians, Word, Budgets, Team Leadership, Public Speaking
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Business Administration (BBA), Financial Services
Jesuit High School 1998 — 2002
High school diploma
SOASTA, Inc. February 2015 - Present
TakeLessons.com December 2013 - February 2015
Software Equity Group July 2012 - May 2013
San Diego State University January 2011 - May 2013
United States Marine Corps February 2005 - December 2010
Skills
Sales, Cloud Computing, SaaS, Salesforce.com, New Business Development, Sales Prospecting, Finance, Management, Microsoft Excel, Leadership, PowerPoint, Social Networking, Training, Microsoft Office, Microsoft Word, Social Media, Access, Music, Excel, Event Planning, Music Industry, Musicians, Word, Budgets, Team Leadership, Public Speaking
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Business Administration (BBA), Financial Services
Jesuit High School 1998 — 2002
High school diploma
Andrew Lefkarites Andrew Lefkarites's Software Equity Group Experience March 2010 - May 2011
Job Associate at North Bridge Growth Equity
Industry Venture Capital & Private Equity
Experience
North Bridge Growth Equity February 2014 - Present
Houlihan Lokey - Global Technology M&A Group June 2011 - January 2014
Software Equity Group March 2010 - May 2011
UBS Wealth Management July 2009 - April 2010
Skills
Financial Research, Financial Modeling, Mergers, Valuation, Investment Banking, Due Diligence, Strategy, Equities, Private Equity, Mergers & Acquisitions, Venture Capital, Finance, Investments, Analytics, Private Placements, Restructuring, Corporate Finance
Education
San Diego State University-California State University 2007 — 2011
BS, Finance
North Bridge Growth Equity February 2014 - Present
Houlihan Lokey - Global Technology M&A Group June 2011 - January 2014
Software Equity Group March 2010 - May 2011
UBS Wealth Management July 2009 - April 2010
Skills
Financial Research, Financial Modeling, Mergers, Valuation, Investment Banking, Due Diligence, Strategy, Equities, Private Equity, Mergers & Acquisitions, Venture Capital, Finance, Investments, Analytics, Private Placements, Restructuring, Corporate Finance
Education
San Diego State University-California State University 2007 — 2011
BS, Finance
Patrick Laurance Patrick Laurance's Software Equity Group Experience July 2015 - Present
Job Analyst Intern at Software Equity Group
Industry Investment Banking
Experience
Software Equity Group July 2015 - Present
University Endowment Investment Fund September 2014 - May 2015
Morgan Stanley March 2013 - December 2013
Skills
Valuation, Investments, Market Research, Finance, Microsoft Excel, Microsoft Office, Cold Calling, Public Speaking, Teaching, Social Media, Marketing Strategy, Time Management, Editing, Portfolio Management, Marketing, Sales, PowerPoint, Financial Modeling, Financial Analysis, Mergers & Acquisitions
Education
University of San Diego School of Business Administration 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Junior
Loyola High School, Los Angeles 2008 — 2012
Software Equity Group July 2015 - Present
University Endowment Investment Fund September 2014 - May 2015
Morgan Stanley March 2013 - December 2013
Skills
Valuation, Investments, Market Research, Finance, Microsoft Excel, Microsoft Office, Cold Calling, Public Speaking, Teaching, Social Media, Marketing Strategy, Time Management, Editing, Portfolio Management, Marketing, Sales, PowerPoint, Financial Modeling, Financial Analysis, Mergers & Acquisitions
Education
University of San Diego School of Business Administration 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Junior
Loyola High School, Los Angeles 2008 — 2012
Scott DeCordova Scott DeCordova's Software Equity Group Experience February 2013 - August 2014
Job Originations at Colony American Finance / Colony Capital
Industry Capital Markets
Experience
Colony American Finance / Colony Capital October 2015 - Present
PwC August 2014 - Present
Software Equity Group February 2013 - August 2014
Cushman & Wakefield September 2012 - February 2013
Merrill Lynch February 2012 - September 2012
Joseph J. Blake and Associates, Inc. August 2010 - May 2011
Skills
Advanced ability with..., Valuation, Forecasting, Financial Analysis, Financial Modeling, Commercial Real Estate, Appraisals, Bloomberg, Asset Management, Equities, Due Diligence, Investment Banking, Fixed Income, DCF, Mergers, Capital Markets, Market Analysis, Corporate Finance, Investment Management, Analysis, Strategy, Private Equity, Mergers & Acquisitions
Education
San Diego State University-California State University 2012 — 2014
Bachelor's Degree, Major in Finance
Colony American Finance / Colony Capital October 2015 - Present
PwC August 2014 - Present
Software Equity Group February 2013 - August 2014
Cushman & Wakefield September 2012 - February 2013
Merrill Lynch February 2012 - September 2012
Joseph J. Blake and Associates, Inc. August 2010 - May 2011
Skills
Advanced ability with..., Valuation, Forecasting, Financial Analysis, Financial Modeling, Commercial Real Estate, Appraisals, Bloomberg, Asset Management, Equities, Due Diligence, Investment Banking, Fixed Income, DCF, Mergers, Capital Markets, Market Analysis, Corporate Finance, Investment Management, Analysis, Strategy, Private Equity, Mergers & Acquisitions
Education
San Diego State University-California State University 2012 — 2014
Bachelor's Degree, Major in Finance
Philip Emchick Philip Emchick's Software Equity Group Experience April 2014 - February 2015
Job Investment Banking Associate (M&A)
Industry Investment Banking
Experience
Software Equity Group April 2014 - February 2015
CIM Securities December 2013 - April 2014
Beyster Institute October 2012 - December 2013
BrandAmerica September 2013 - November 2013
Pontus Capital, LLC May 2013 - September 2013
J.S. & J. Services, Inc May 2007 - August 2012
Center for the Study of Emerging Markets, CSUF September 2011 - May 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Asset Managment, Business Valuation, Investments, Financial Accounting, Investment Management, Investment Banking, Finance, Asset Management, Capital Markets, Competitive Analysis, Entrepreneurship, Marketing, Budgets, Analysis, Mergers & Acquisitions, Real Estate, Forecasting, Accounting, Financial Reporting, Acquisitions, Private Equity
Education
UCSD Rady School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
California State University, Fullerton 2006 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Software Equity Group April 2014 - February 2015
CIM Securities December 2013 - April 2014
Beyster Institute October 2012 - December 2013
BrandAmerica September 2013 - November 2013
Pontus Capital, LLC May 2013 - September 2013
J.S. & J. Services, Inc May 2007 - August 2012
Center for the Study of Emerging Markets, CSUF September 2011 - May 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Asset Managment, Business Valuation, Investments, Financial Accounting, Investment Management, Investment Banking, Finance, Asset Management, Capital Markets, Competitive Analysis, Entrepreneurship, Marketing, Budgets, Analysis, Mergers & Acquisitions, Real Estate, Forecasting, Accounting, Financial Reporting, Acquisitions, Private Equity
Education
UCSD Rady School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
California State University, Fullerton 2006 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Debbie Lockwood's Software Equity Group Experience March 2013 - December 2013
Job Senior Administrative Assistant at Uber
Industry Internet
Experience
Cornerstone Research June 2014 - July 2015
Software Equity Group March 2013 - December 2013
StockTwits September 2011 - November 2012
Persistent Systems January 2009 - December 2010
Openwave June 2007 - June 2008
LongBoard, Inc. October 2004 - June 2007
Frank, Rimerman + Co. LLP (Worked for Kevin McAuliffe 1/2000-9/2004) June 2002 - September 2004
myCFO 2000 - 2002
Skills
PowerPoint, Start-ups, Social Media, Strategic Planning, Project Management, Microsoft Office, Social Networking, Venture Capital, Microsoft Excel, Sales, Entrepreneurship
Education
University of California, San Diego 1986 — 1989
B.A.
MiraCosta College
Cornerstone Research June 2014 - July 2015
Software Equity Group March 2013 - December 2013
StockTwits September 2011 - November 2012
Persistent Systems January 2009 - December 2010
Openwave June 2007 - June 2008
LongBoard, Inc. October 2004 - June 2007
Frank, Rimerman + Co. LLP (Worked for Kevin McAuliffe 1/2000-9/2004) June 2002 - September 2004
myCFO 2000 - 2002
Skills
PowerPoint, Start-ups, Social Media, Strategic Planning, Project Management, Microsoft Office, Social Networking, Venture Capital, Microsoft Excel, Sales, Entrepreneurship
Education
University of California, San Diego 1986 — 1989
B.A.
MiraCosta College
Eugene Chen Eugene Chen's Software Equity Group Experience May 2007 - November 2008
Job Director of Enterprise Collaboration at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2015 - Present
First Republic Bank July 2013 - Present
First Republic Bank October 2011 - July 2013
First Republic Bank November 2010 - October 2011
Software Equity Group May 2007 - November 2008
Presidential Brokerage April 2007 - August 2007
EXPRESS April 2006 - December 2006
Education
University of California, San Diego 2004 — 2008
Bachelor of Science (B.S.), Management Science
Santa Clara University 2010 — 2011
Certificate of Advanced Accounting, Accounting
First Republic Bank June 2015 - Present
First Republic Bank July 2013 - Present
First Republic Bank October 2011 - July 2013
First Republic Bank November 2010 - October 2011
Software Equity Group May 2007 - November 2008
Presidential Brokerage April 2007 - August 2007
EXPRESS April 2006 - December 2006
Education
University of California, San Diego 2004 — 2008
Bachelor of Science (B.S.), Management Science
Santa Clara University 2010 — 2011
Certificate of Advanced Accounting, Accounting
Dennis Clerke Dennis Clerke's Software Equity Group Experience August 2010 - July 2013
Job President of Monetization at NetSeer
Industry Internet
Experience
NetSeer June 2009 - Present
DaggerBoard Advisors, LLC August 2007 - Present
Software Equity Group August 2010 - July 2013
Various Emerging Software Companies September 2001 - January 2010
Alignent Software (now Sopheon) August 2004 - June 2007
Verity (Now part of HP) March 2004 - July 2004
Cardiff Software June 1991 - March 2004
Skills
Mergers & Acquisitions, Raising Capital, Entrepreneurship, Go-To-Market Strategies, Liquidity Events, Strategic Alliances &..., Managing Rapid Growth, Board Oversight and..., Strategy, Mergers, Go-to-market Strategy, Venture Capital, Cloud Computing, Management, Leadership, Online Advertising, Business Alliances, Enterprise Software, Business Intelligence, Strategic Alliances, Capital Allocation, Executive Management, SaaS, Governance, Oversight, Product Management, Business Development, Mobile Devices, Partnering, Start-ups, Strategic Partnerships, Cross-functional Team...
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Marketing
Boston University 1980 — 1984
BS, Engineering
NetSeer June 2009 - Present
DaggerBoard Advisors, LLC August 2007 - Present
Software Equity Group August 2010 - July 2013
Various Emerging Software Companies September 2001 - January 2010
Alignent Software (now Sopheon) August 2004 - June 2007
Verity (Now part of HP) March 2004 - July 2004
Cardiff Software June 1991 - March 2004
Skills
Mergers & Acquisitions, Raising Capital, Entrepreneurship, Go-To-Market Strategies, Liquidity Events, Strategic Alliances &..., Managing Rapid Growth, Board Oversight and..., Strategy, Mergers, Go-to-market Strategy, Venture Capital, Cloud Computing, Management, Leadership, Online Advertising, Business Alliances, Enterprise Software, Business Intelligence, Strategic Alliances, Capital Allocation, Executive Management, SaaS, Governance, Oversight, Product Management, Business Development, Mobile Devices, Partnering, Start-ups, Strategic Partnerships, Cross-functional Team...
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Marketing
Boston University 1980 — 1984
BS, Engineering
Brad Weekes Brad Weekes's Software Equity Group Experience September 2014 - Present
Job Senior Vice President
Industry Investment Banking
Experience
Software Equity Group September 2014 - Present
Software Equity Group December 2011 - Present
Software Equity Group September 2010 - December 2011
PacketVideo June 2004 - September 2010
UCLA Anderson School of Management 2007 - 2010
Trenchant Ventures June 2009 - December 2009
Obigo June 2009 - December 2009
UCLA Anderson Student Asset Management April 2008 - June 2009
Firecode Technologies December 2007 - August 2008
PacketVideo June 2004 - June 2006
Education
UCLA Anderson School of Management 2008 — 2010
MBA, (Finance, Strategy, Entrepreneurship)
University of California, San Diego 2000 — 2001
Masters of Engineering, Electrical Engineering
University of California, San Diego 1997 — 2000
B.S, Computer Engineering
High School
Software Equity Group September 2014 - Present
Software Equity Group December 2011 - Present
Software Equity Group September 2010 - December 2011
PacketVideo June 2004 - September 2010
UCLA Anderson School of Management 2007 - 2010
Trenchant Ventures June 2009 - December 2009
Obigo June 2009 - December 2009
UCLA Anderson Student Asset Management April 2008 - June 2009
Firecode Technologies December 2007 - August 2008
PacketVideo June 2004 - June 2006
Education
UCLA Anderson School of Management 2008 — 2010
MBA, (Finance, Strategy, Entrepreneurship)
University of California, San Diego 2000 — 2001
Masters of Engineering, Electrical Engineering
University of California, San Diego 1997 — 2000
B.S, Computer Engineering
High School
Allen Cinzori's Software Equity Group Experience June 2001 - Present
Job Managing Director, Software Equity Group
Industry Investment Banking
Experience
Software Equity Group June 2001 - Present
Skills
Sales, Software, Management, Risk Management, Mergers, SaaS, Enterprise Software, Due Diligence, Cloud Computing, Venture Capital, Product Management, Competitive Analysis, Start-ups, Product Marketing, Cross-functional Team..., New Business Development, Strategic Partnerships, Executive Management, Business Strategy, Corporate Development, Mergers & Acquisitions, Strategic Planning, Investments, Portfolio Management, Financial Modeling
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
California Polytechnic State University-San Luis Obispo 1990 — 1995
BSME, Mechanical Engineering
Software Equity Group June 2001 - Present
Skills
Sales, Software, Management, Risk Management, Mergers, SaaS, Enterprise Software, Due Diligence, Cloud Computing, Venture Capital, Product Management, Competitive Analysis, Start-ups, Product Marketing, Cross-functional Team..., New Business Development, Strategic Partnerships, Executive Management, Business Strategy, Corporate Development, Mergers & Acquisitions, Strategic Planning, Investments, Portfolio Management, Financial Modeling
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
California Polytechnic State University-San Luis Obispo 1990 — 1995
BSME, Mechanical Engineering
Joshua Cawthorn Joshua Cawthorn's Software Equity Group Experience November 2011 - December 2012
Job Financial and Strategic Analyst at CONSOR
Industry Financial Services
Experience
CONSOR October 2013 - Present
Thomas Jefferson School of Law February 2015 - March 2015
Sony Electronics May 2013 - September 2013
Software Equity Group November 2011 - December 2012
San Diego State University 2010 - December 2012
United States Air Force January 2005 - January 2009
Skills
Finance, Mergers & Acquisitions, Financial Analysis, PowerPoint, Due Diligence, Microsoft Excel, Investment Banking, Financial Modeling, Leadership, Market Research, Team Building, Valuation, Marketing, Mergers, Strategic Planning, Microsoft Word, Investments, Analysis, Strategy, Corporate Finance, Negotiation, Equities, Risk Management, Intellectual Property...
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Science (BS), Business Administration with a Concentration in Finance
CONSOR October 2013 - Present
Thomas Jefferson School of Law February 2015 - March 2015
Sony Electronics May 2013 - September 2013
Software Equity Group November 2011 - December 2012
San Diego State University 2010 - December 2012
United States Air Force January 2005 - January 2009
Skills
Finance, Mergers & Acquisitions, Financial Analysis, PowerPoint, Due Diligence, Microsoft Excel, Investment Banking, Financial Modeling, Leadership, Market Research, Team Building, Valuation, Marketing, Mergers, Strategic Planning, Microsoft Word, Investments, Analysis, Strategy, Corporate Finance, Negotiation, Equities, Risk Management, Intellectual Property...
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Science (BS), Business Administration with a Concentration in Finance
Kristopher Beible's Software Equity Group Experience February 2015 - Present
Job Vice President at Software Equity Group
Industry Investment Banking
Experience
Software Equity Group February 2015 - Present
Software Equity Group September 2009 - Present
Software Equity Group January 2007 - August 2009
Software Equity Group May 2006 - December 2006
Hemming Morse, Inc. 2002 - 2005
Education
University of California, San Diego
Software Equity Group February 2015 - Present
Software Equity Group September 2009 - Present
Software Equity Group January 2007 - August 2009
Software Equity Group May 2006 - December 2006
Hemming Morse, Inc. 2002 - 2005
Education
University of California, San Diego
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY