OUR TEAM

DAN LUBECK

MANAGING PARTNER

Daniel Lubeck is the founder and managing director of Solis. With expertise in strategy, operations, transaction structuring, finance, and governance. Mr. Lubeck guides the Solis team in setting the vision and investment strategy, while actively sourcing, structuring and supporting Solis investments.

Mr. Lubeck has been a lower middle-market private equity investor for over 20 years. Prior to founding Solis in 2002, Mr. Lubeck co-founded a leveraged buyout firm, Unique Investment Corporation. Prior to private equity, Mr. Lubeck was a transactional corporate and real estate lawyer. He co-founded a Southern California-based business law firm, McIntyre, Lubeck, Borgess & Burns, after working at the national law firms, Paul, Hastings, Janofsky & Walker and Manatt, Phelps & Phillips.

Mr. Lubeck earned a law degree from the University of Southern California and a Bachelor of Arts degree in Economics from the University of California, San Diego. He is former chairman of the Southern California chapter of Young Presidents’ Organization (YPO), and currently serves on the board of Team Kids, a non-profit organization focused on youth community service.

GABRIEL SEGURA

PRINCIPAL

Gabriel Segura is a principal at Solis, and is responsible for identifying and executing investment opportunities, and supporting portfolio company investments. Mr. Segura joined Solis in 2020, and brings a wealth of strategic, operational and financial experience.

Prior to joining Solis, Mr. Segura worked as an investment banking associate for Houlihan Lokey based in the firm’s Los Angeles office. As part of the industrials group, Mr. Segura worked on several sellsideand buysideM&A transactions. Prior to Houlihan Lokey, he was an associate at D.A. Davidson and associate and analyst at Janes Capital Partners, both Orange County, California based Investment Banks.

Mr. Segura earned a Bachelor of Arts degree in history from the University of California, Los Angeles.

Linda O'Connor

LINDA O’CONNOR

CONTROLLER

As the in-house accountant for Solis Capital Partners since 2016, Linda has provided financials for the various portfolio companies during the year and at the close of each calendar year.  Linda works directly with our CPA firm in expediting year end tax returns.  Linda also handles the day to day accounting needs, such as payroll, AP, AR and the like at Solis Capital Partners.

Prior to joining Solis in 2016, Linda worked as an independent accountant for many local businesses in the Orange County area. Linda received her certificate in accounting from Coastline College in 1990.  Linda is also a registered tax preparer in California.

Linda is originally from the Philadelphia area and is an avid Philadelphia sports fan.  Linda’s hobbies include golf, pickleball, and women’s bootcamps.  Linda has two children and presently resides in Huntington Beach, CA.

JENNIFER SCHULMAN

OPERATIONS MANAGER

Jennifer Schulman joined Solis as the Operations Manager in 2020 responsible for working with Solis investors and portfolio companies, along with overseeing Solis’ internal operations and marketing. Jennifer brings more than 25 years of experience in the financial services industry, most recently with BNY Mellon Wealth Management where she spent over 12 years providing strategy and planning to high net worth families.

Jennifer earned her Bachelor of Arts degree in International Business from San Diego State University. She’s a long-time resident of Newport Beach along with her husband and their two daughters.

CURRENT & FORMER OPERATING PARTNERS

JOSH HARMSEN

PRINCIPAL

Josh Harmsen previously was a principal at Solis. Prior to Solis, Mr. Harmsen was an associate with Morgan Stanley in its financial sponsors group in San Francisco where he focused on the firm’s private equity clients. Prior to graduate school, he served in a variety of operating-related roles at Ford Motor Company, including product development, project management and automotive strategy for Ford of Europe.

Mr. Harmsen earned a Master of Business Administration degree from Harvard Business School and a Bachelor of Science degree in mechanical engineering from the University of Michigan.

PATRICK MCCULLAGH

STRATEGY + OPERATIONS

Mr. McCullagh is a seasoned strategy and operations executive with over 30 years of experience driving growth and operational improvement across a variety of industries. Mr. McCullagh has particular expertise in helping companies develop the infrastructure, systems and disciplines needed to improve operational efficiency and accelerate growth. Mr. McCullagh currently supports several Solis portfolio companies in both advisory and senior executive capacities. Prior to becoming an Operating Partner for Solis, Mr. McCullagh was a Managing Director at TriVista, a global management consulting firm focused on operations advisory to middle market companies throughout the U.S. and China. Prior to TriVista, Mr. McCullagh served as the President and CEO of W-C Designs, and as an Executive Vice President at Devco Medical Industries.

ANDREW WRUBEL

Experienced CEO responsible for international manufacturing and service companies for over 20 years. Business executive with strong sales / marketing / financial / operations / technology / manufacturing orientation leading high growth companies and turnarounds; from startups to revenues of over $150M, and growing EBITDA in excess of $10%. Worked for Texas Instruments, BASF and companies owned by VC’s and Private Equity firms. Founder of Gigatek MS, which he built to over 250 employees and generated over $90M in sales in six years. Industries include: IT, aerospace, automotive, electronics, hardware, software, wireless, and data storage. Run international operations with branch offices in France, UK and Germany. Coordinated major projects for US subsidiary with headquarters in Germany. Experience outsourcing to Asia and Mexico. Major customers and client’s customers included Airbus, Boeing, Schlumberger, Gulfstream, Bell Helicopters, Net-Jets, Hitachi-Maxell, BASF, HP, IBM, and FedEx. Educational background includes BS in Automotive Engineering from Warsaw Polytechnic and graduate degree from MIT with PhD thesis sponsored by General Motors.

SALLY LEISEGANG

Sally Leisegang is currently the Chief Financial Officer of Lindora LLC. Prior to that Ms. Leisegang was responsible for fund management, investor relations and communications, and transactional and due diligence support at Solis Capital.

Ms. Leisegang has significant global investment banking experience having worked with the leading mergers & acquisitions team at Rand Merchant Bank in South Africa, where she completed transactions valued at more than $4 billion. Prior to that, Ms. Leisegang worked as an equity analyst at JP Morgan Cazenove, with a focus in the South African media sector. Ms. Leisegang commenced her international investment banking career at Nomura plc. in London, after qualifying and completing her training as a registered Chartered Accountant at KPMG, South Africa.

Ms. Leisegang earned a Bachelor of Commerce degree and Bachelor of Accounting degree from The University of Witwatersrand, in Johannesburg, South Africa.

TOM MCCRACKEN

Tom McCracken has more than 35 years technical broadcast media experience. For the past 25 years Mr. McCracken has focused on providing technical expertise to all major broadcast sports networks.

Until 2012, Mr. McCracken served as a senior board member and director of corporate development at NEP, having joined NEP as founder and managing partner of NEP West in 1989. During this time, he also served as President and Founder of Broadcast Communication Consultants, later Live Media Group, Inc., until it was acquired NEP in 2002.

During his broadcast career, Mr. McCracken has received seven Emmy Awards for Outstanding Technical Team for his work on the Olympic Games and has also provided technical management for a number of notable entertainment events including the Academy Awards, and the Genesis 1992 World Tour.

Mr. McCracken currently serves on the board of directors of Live Media Group and International Rubber Products and as a Solis operating partner he brings significant depth of experience, relationships, and technical management expertise.

VIKKI MERRILL

Vikki Merrill is a seasoned executive, with both CEO and executive management experience in public, private and start-up firms. Ms. Merrill has over 30 years of progressive leadership experience in insurance and managed healthcare organizations, and over 25 years of experience in start-up, turnaround, strategic planning, operations, product positioning, customer service and management training. Earlier in her career, Ms. Merrill successfully led the financial turnaround of two healthcare companies, turning the first to profitability within nine months.

Ms. Merrill is currently the owner of DSAMIH Consulting. Throughout her career, Ms. Merrill has consulted with over 250 established public and private firms and over 2,500 senior executives in a broad range of industries, including insurance, healthcare management and hospital systems, real estate investment and development, payroll and benefits, financial services, manufacturing, engineering, senior housing and non-profits. She has successfully provided these companies support in strategic planning, accountability systems, leadership training, executive coaching, and executive life planning. She is a frequent speaker and published resource on leadership, accountability, empowerment and strategic planning

MIKE MURPHY

Mike Murphy has over 30 years of technology, management and sales experience. As a seasoned technology leader, he brings invaluable insight, experience and relationships to Solis.

As Chief Executive Officer of InQuira, Inc. from 2001 until its sale to Oracle in September 2011, Mr. Murphy successfully led the company in delivering a comprehensive knowledge management solution that delivered a multi-channel customer support solution across industries. Notable customers included industry leaders like Apple, Intuit, Hartford, eBay and Bank of America. Prior to InQuira, Inc., Mr. Murphy was a Senior Vice President at Cambridge Technology Partners, where he ran the Western Region and later oversaw its sales, marketing, alliances and partner programs.

The first 13 years of Mr. Murphy’s career were spent in various roles at Hewlett Packard.

Mr. Murphy holds a B.A. in Management from Loyola Marymount University. An active member of the business community, Mr. Murphy has served as and currently serves as a non-executive director of a number of private companies including Ironridge, a manufacturer of solar panel mounting systems, StackIQ, a leading platform for managing big IT infrastructure, and Filetrek, a security application based on behavioral analytics.

Mr. Murphy also currently serves as a director at Resolve Systems, a Solis portfolio company.

JERRY ROLLINS

Jerry Rollins has more than 28 years of management and leadership experience and was involved in buying, selling or merging 22 companies during his career in the document imaging and software industry. Within the first two years as CEO/President of ConfirmNet, a Software-as-a-Service (SaaS) provider, Mr. Rollins lead the company to achieve record growth and profitability for the first time in nine years.

In prior roles, he spent 14 years as a partner at MWB Business Systems, starting as vice president of sales and ultimately as president/CEO. During this time, he grew revenue from $2.7 million to more than $60.0 million. MWB was eventually sold to Global Imaging Systems, now a wholly owned subsidiary of Xerox.

Mr. Rollins then went on to be a partner in Imaging Plus, a Southern California document imaging company. Early in his business career, Mr. Rollins served in various sales and management positions at Sharp Electronics and Copy Line Corporation. During his time at Copy Line, Mr. Rollins was part of the team that grew and eventually sold the business to Alco Standard, which is now known as IKON Corporation.

Mr. Rollins has been an active member of the Orange County and San Diego chapters of Young Presidents’ Organization (YPO) and World Presidents’ Organization (WPO). He is currently the CEO of Rollins Consulting Group, a leadership development organization and is chairman and co-founder of SAGE Executive Group, a leadership development group for CEO’s and company presidents. Jerry brings a wealth of sales, operating and leadership experience and a broad network of relationships to Solis.

JOSEPH SCHMIDT

Joseph Schmidt is an Operating Partner with Solis with more than 30 years of executive and leadership experience in a variety to industries and roles. He brings a wealth of knowledge and experience across several industries, particular in the areas of business operations, sales and marketing, and leadership development. Joe also has extensive experience in founding, acquiring and selling businesses.

Joe is currently the president of TemcorConservatek, which was formed when Temcor was acquired by CST Industries in 2009. Prior to the CST acquisition, Joe served as President of Temcor, where he was responsible for growing the business from $21 to over $52 million in revenue in three years. In addition, under Joe’s leadership, Temcor went from negative EBITDA to over $11 Million. He participated in Solis’ acquisition of Temcor in 2008 and its eventual sale to CST Industries in 2009. Prior to Temcor, Joe was a division president at Emak, Inc. for 3 years, and a division president at Aspen Marketing for 5 years, where he ultimately acquired and ran three divisions. Prior to Aspen Marketing, Joe served as both executive vice president and president of SCI from 1988 to 1996, which he sold to Aspen Marketing in 1996.

Joe holds a BBA from the University of San Diego, where he was a Franklin Award winner (outstanding senior male graduate). He is also an active member of YPO.

JAMIE WELSH

Jamie Welsh is the co-founder of West of 5 Studios, home to a team of creatives, partners and producers. With 25 years of experience in Brand marketing, digital platforms, manufacturing, consumer experience, growth strategy and marketing implementation. Her business acumen helps take organizations from ideation to execution, creating a brand voice and bringing it to the world.

Jamie is a highly accomplished marketing executive with a diverse background in hospitality, agency, homebuilding, retail manufacturing and enterprise software development. She has served in a variety of executive roles and was a VP of Marketing for Hilton Hotels Corporation. Her leadership experience was grounded as the founder of a marketing agency and as an executive in several startups. Her highly successful management consultant experience includes clients from startups to Starbucks, Toyota, NOAA and Bright Horizons. She has served on multiple nonprofit boards in executive leadership roles. The culmination of her experience led to her current role as cofounder and CEO of West of 5 Studios a successful retail marketing, design and manufacturing firm.

A California native and longtime resident, Jamie knows something about the taste, the tone, the lifestyle that makes brands successful. She has an undergraduate degree in Film and Marketing and a master’s in Organizational Management. From this wellspring she identifies and creates the voice, the creative spirit, and the engine that drives Brand growth.

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August 30th, 2023|0 Comments

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