Escalate Capital Partners | Mezzanine Capital for Growth Companies Escalate Capital Partners Stable, Flexible Collaborative Mezzanine capital for growth companies Portfolio About Us Team Location Our Portfolio View All Our Mission Escalate Capital is a leading mezzanine firm focused on investing in high growth later-stage technology companies including SaaS, tech-enabled services, Internet, and healthcare. With over $575 million in cumulative capital commitments, we seek to enable growth while minimizing dilution. As a private debt fund, we offer patient, stable capital tailored to each companys unique needs. Our investment team has 80+ years of combined experience and has invested more than $2 billion in over 500 companies. Our Team Ross Cockrell Prior to Escalate, Ross spent 10 years with Austin Ventures where he was a General Partner and focused on investments in software and services. He was responsible for the firms investments in Convio, Reactivity, Staktek , iMark, and Whisperwire. Ross spent his early career with Lomas Financial, where he was involved in asset-backed securitization and structured finance. Ross received a BA from Harvard University and an MBA from The University of Texas. LinkedIn Email Simon James Simon manages all facets of Escalates finance, administration and reporting functions. Prior to Escalate, Simon accumulated over 20 years of senior management experience in the banking industry. Notable positions include Chief Administrative Officer of Comericas Technology and Life Sciences Division, Vice President of Silicon Valley Banks Semiconductor Industry lending group and lending roles with Credit Suisse, the Industrial Bank of Japan and the Banque Nationale de Paris. Simon earned a BBA from the University of Washington and holds a Project Management Professional (PMP) certification. LinkedIn Email Chris Julich Prior to joining Escalate in 2008, Chris was Senior Market Manager of RBC Centura Banks Knowledge Based Industries Group, which he helped launch in the US in 2001. Prior to RBC, Chris was a Vice President with Comerica Banks Technology and Life Sciences Group, and managed Comericas Research Triangle, NC office. He was also an Associate with Capital Investment Partners, a boutique investment banking firm that focused on M A and structured financial transactions for mid-market companies in the Southeast. Chris holds a BA from Wake Forest. LinkedIn Email Tony Schell Prior to Escalate, Tony was a Managing Director of the Technology and Life Sciences Division for Comerica Bank and its predecessor, Imperial Bank. Prior to Comerica, he held a variety of corporate finance positions with The Sabre Group and Coopers Lybrand. Tony began his career as a commercial lender with MBank Dallas (subsequently acquired by Bank One) and First Gibraltar Bank (subsequently acquired by BofA). Tony earned both a BBA and MBA from The University of Texas. Tony is also a member of the Advisory Council at The University of Texas McCombs School of Business, is a CPA and an ISTJ. LinkedIn Email Larry Bradshaw Before joining Escalate in 2005, Larry spent three years as an associate in the Healthcare Corporate Finance Group at JP Morgan. In this capacity, Larry was the primary corporate contact and managed all aspects of several M A assignments in the healthcare services and medical device sectors. Prior to JPMorgan, Larry was a research analyst at Joel Mogy Investment Counsel in Beverly Hills, CA where he was involved with portfolio management and related equity research functions. Larry received a BS from Duke and an MBA from the University of Texas. LinkedIn Email Chris Hall Prior to Escalate, Chris was an investment banking associate in the healthcare coverage group at Bank of America Merrill Lynch and an associate at Spindletop Capital, a healthcare focused private equity firm. Before business school, Chris spent 4 years in the Strategy Operations group of Deloitte Consulting, focusing primarily in healthcare, financial services, M A and supply chain optimization. Chris received an MBA from the University of Texas and a BBA from Emory University. LinkedIn Email Lewis Leavitt Lewis leads Escalates business development function. Prior to Escalate, Lewis managed business development for various organizations including Bridgepoint Consulting, an IT and finance management consulting firm, and Memorial Hermann Healthcare System, the largest not-for-profit healthcare system in Texas. Lewis was also part of the founding team of Alert Media, an enterprise-level mass communication software start-up. Directly after business school, Lewis spent several years in General Electrics ECLP, their graduate level sales and marketing rotational program. Lewis received a BA from Vanderbilt University and an MBA from the University of Texas. LinkedIn Email Our Team Ross Cockrell Ross Cockrell Prior to Escalate, Ross spent 10 years with Austin Ventures where he was a General Partner and focused on investments in software and services. He was responsible for the firms investments in Convio, Reactivity, Staktek , iMark, and Whisperwire. Ross spent his early career with Lomas Financial, where he was involved in asset-backed securitization and structured finance. Ross received a BA from Harvard University and an MBA from The University of Texas. LinkedIn Email Simon James Simon James Simon manages all facets of Escalates finance, administration and reporting functions. Prior to Escalate, Simon accumulated over 20 years of senior management experience in the banking industry. Notable positions include Chief Administrative Officer of Comericas Technology and Life Sciences Division, Vice President of Silicon Valley Banks Semiconductor Industry lending group and lending roles with Credit Suisse, the Industrial Bank of Japan and the Banque Nationale de Paris. Simon earned a BBA from the University of Washington and holds a Project Management Professional (PMP) certification. LinkedIn Email Chris Julich Chris Julich Prior to joining Escalate in 2008, Chris was Senior Market Manager of RBC Centura Banks Knowledge Based Industries Group, which he helped launch in the US in 2001. Prior to RBC, Chris was a Vice President with Comerica Banks Technology and Life Sciences Group, and managed Comericas Research Triangle, NC office. He was also an Associate with Capital Investment Partners, a boutique investment banking firm that focused on M A and structured financial transactions for mid-market companies in the Southeast. Chris holds a BA from Wake Forest. LinkedIn Email Tony Schell Tony Schell Prior to Escalate, Tony was a Managing Director of the Technology and Life Sciences Division for Comerica Bank and its predecessor, Imperial Bank. Prior to Comerica, he held a variety of corporate finance positions with The Sabre Group and Coopers Lybrand. Tony began his career as a commercial lender with MBank Dallas (subsequently acquired by Bank One) and First Gibraltar Bank (subsequently acquired by BofA). Tony earned both a BBA and MBA from The University of Texas. Tony is also a member of the Advisory Council at The University of Texas McCombs School of Business, is a CPA and an ISTJ. LinkedIn Email Larry Bradshaw Larry Bradshaw Before joining Escalate in 2005, Larry spent three years as an associate in the Healthcare Corporate Finance Group at JP Morgan. In this capacity, Larry was the primary corporate contact and managed all aspects of several M A assignments in the healthcare services and medical device sectors. Prior to JPMorgan, Larry was a research analyst at Joel Mogy Investment Counsel in Beverly Hills, CA where he was involved with portfolio management and related equity research functions. Larry received a BS from Duke and an MBA from the University of Texas. LinkedIn Email Chris Hall Chris Hall Prior to Escalate, Chris was an investment banking associate in the healthcare coverage group at Bank of America Merrill Lynch and an associate at Spindletop Capital, a healthcare focused private equity firm. Before business school, Chris spent 4 years in the Strategy Operations group of Deloitte Consulting, focusing primarily in healthcare, financial services, M A and supply chain optimization. Chris received an MBA from the University of Texas and a BBA from Emory University. LinkedIn Email Lewis Leavitt Lewis Leavitt Lewis leads Escalates business development function. Prior to Escalate, Lewis managed business development for various organizations including Bridgepoint Consulting, an IT and finance management consulting firm, and Memorial Hermann Healthcare System, the largest not-for-profit healthcare system in Texas. Lewis was also part of the founding team of Alert Media, an enterprise-level mass communication software start-up. Directly after business school, Lewis spent several years in General Electrics ECLP, their graduate level sales and marketing rotational program. Lewis received a BA from Vanderbilt University and an MBA from the University of Texas. LinkedIn Email By The Numbers 75 Total Investments $575M Total Invested $3M-$15M Investment Size $235M Current Fund 3 Funds Raised 2005 Year Founded Headquarters Located in Austin, Texas: 300 W. Sixth Street, Suite 2230 (512) 651-2100 Twitter LinkedIn Email Copyright 2015, Escalate Capital Partners