Roland Equity Partners was organized by Micah T. Smith and James A. Toone. Roland’s limited partners and institutional investors form a diverse group of entrepreneurs, investors, and operators, who bring decades of experience to the firm. This group will also serve as advisors, directors, and board members in all of Roland Equity’s investments.

Micah T. Smith

Micah brings a blend of experiences as an operating executive, consultant, and entrepreneur to the fund. His experiences as an operator span international geographies and organizations ranging from billion dollar corporations to bootstrapped startups. Prior to founding Roland Equity, Micah spent several years as an Executive Vice President for Sansegal China – a medium-size multi-national manufacturing organization based in Southern China. He was responsible for China office operations, customer acquisition and retention, and new product development. Micah has also held roles as a consultant and Senior Buyer for billion dollar corporations such as Intel and Polaroid, respectively. As a Senior Buyer Micah was responsible for negotiating contracts with Tier 1 consumer electronics suppliers for an aggregate annual spend of over $100 million.

Micah is tri-lingual, holds an MBA from the University of Michigan – Ross School of Business and a BS in International Business from Brigham Young University – Hawaii where he graduated Magna Cum Laude and was awarded the International Chinese Studies Fellowship.

Micah is married, with three children, and resides in Northern Utah.

James A. Toone

James brings over ten years of experience in business development, corporate finance, and deal structuring to Roland Equity Partners. Most recently, James worked at ThermoFisher Scientific (NYSE: TMO), formerly Life Technologies (NASDAQ: LIFE), in their Global Operations Finance group, wherein he supported the budgeting, forecasting and reporting efforts for groups exceeding $170MM in annual budgets. Prior to ThermoFisher, James worked in banking, beginning his banking career with JPMorgan Chase (Houston), and concluding with Credit Suisse (Hong Kong) wherein he provided financial analysis, valuation and project management for tech acquisitions throughout the Greater China region.

James holds an MBA from the Marriott School of Management at Brigham Young University, where he earned the distinction of both Eccles and Stoddard Scholar. James earned his BA in Asian Studies and Chinese from Brigham Young University, and is a graduate of the US government’s NSEP Chinese Flagship Program.

Peterson Partners

Peterson Partners (http://www.petersonpartners.com) based in Salt Lake City, Utah, is one of the Intermountain West’s most successful private equity firms. Specializing in small to mid-sized companies, Peterson Partners has a track record of successful investments including JetBlue, Vivint, EnergySolutions, 3form, Access CIG and Diamond Rental. Founded in 1995, Peterson Partners has managed over $500 million in committed capital through eight funds.

Trilogy Equity Partners

Trilogy Equity Partners is a closely-held investment firm based in Bellevue, Washington. Our roots include the formation and leadership of some of the largest mobile operators in the United States as well as other global technology and wireless companies. We apply a team-oriented approach, deep operational expertise and a flexible capital structure to help entrepreneurs build great companies.

Coley Andrews

Mr. Andrews is a founding partner of Pacific Lake Partners. Since co-founding Pacific Lake, Mr. Andrews has invested in over 30 search funds. He is currently a director of Out of Home America and Data Fusion and a board visitor at Vector Disease Control, Alphacredit, Fastspring, Scottish American, Arizona College and Raptor Technologies. Mr. Andrews holds an MBA from Stanford’s Graduate School of Business and a BA from Dartmouth College.

Jim Southern

Mr. Southern is a founding partner of Pacific Lake Partners. His personal portfolio prior to forming Pacific Lake includes more than 40 search funds. Previously, Mr. Southern was himself a beneficiary of search fund investors early in his career. His first search resulted in the acquisition of Uniform Printing, a $43 million printer of specialty insurance documents, where he served as its CEO and chairman for 10 years. Investor returns from distributions and exit exceeded 30x the acquisition capital. Mr. Southern currently serves on multiple boards of search fund operating companies. Mr. Southern holds an MBA from Harvard Business School.

Steven Wheelwright

Dr. Steven C. Wheelwright, the Edsel Bryant Ford Professor of Business Administration, Emeritus at Harvard Business School, became the ninth president of Brigham Young University-Hawaii on June 23, 2007. Called by President Gordon B. Hinckley to preside over Brigham Young University-Hawaii, he and the university have been charged to continue to improve the quality of the education delivered and efficiently utilize the resources of the Church in order to bless the lives of as many students as possible, particularly the young men and women from Asia and the Pacific. President Wheelwright regularly reports to the Commissioner of the Church Educational System, Paul V. Johnson, and the CES Board of Trustees, which includes the First Presidency of The Church of Jesus Christ of Latter-day Saints.

He is a former senior associate dean of the Harvard Business School's MBA program, a Baker Foundation professor and senior associate dean and director of Harvard Business School's publication activities. His research and experience have given him a world-recognized expertise in solving complex managerial problems and foreseeing future business trends. He has written several books with colleagues including, "Strategic Management of Technology and Innovation", 4th ed.; "Operations, Strategy, and Technology - Pursuing the Competitive Edge"; and "Dynamic Manufacturing: Creating the Learning Organization".

Following his retirement from Harvard, he and his wife, Margaret, presided over the London, England Mission of The Church of Jesus Christ of Latter-day Saints and then as service missionaries at BYU-Idaho. President Wheelwright grew up in Salt Lake City and is a cowboy at heart. He has owned a cattle ranch, and currently keeps horses and cattle at his Oakley, Utah home. He and Margaret are the parents of five children and 19 grandchildren.

Craig Burr

Craig Burr is a founder of Burr, Egan, Deleage & Co., a private investment firm. Mr. Burr's career has been devoted almost exclusively to venture capital activities, and he has backed numerous leading growth companies in a variety of different industries. Previously, Mr. Burr was a Partner at TA Associates. He has been a member of the Board of Directors of the New England Venture Capital Association. He serves on the Boards of Directors of several private companies. Mr. Burr received his BA, cum laude, from Harvard College and his MBA from Harvard Business School.

Matt Burr

Matthew Burr is a general partner at Matland Capital, where he is responsible for a hedge fund portfolio and is also active in making private investments. He previously worked at Cambridge Associates, where he was a hedge fund analyst and also assisted universities, foundations, and high net worth families with asset allocation, investment manager selection, and market research. Matthew Burr received his BA, cum laude, from Harvard University, and has a master's degree from Duke University in Environmental Management.

Tom Cassutt

Mr. Cassutt is Managing Partner of TD Investment Company, which has made investments in more than eighty private companies, and is CFO of American Security Products, a leading manufacturer of high-security safes. From 1984 to 2011, Mr. Cassutt was Co-President of Nelson Nameplate Company, a manufacturer of membrane switches and product identification based in Los Angeles, California. Prior to joining Nelson, Mr. Cassutt was the Controller of Bristol Corporation, the parent company of ten manufacturing companies from 1978-1984. He currently sits on the board of American Security Products, Columbia Sanitary Products, Scottish American Insurance Services, and Positive Coaching Alliance. Mr. Cassutt received his Bachelors degree in Physics from the University of California, Irvine where he was a Phi Beta Kappa graduate. Mr. Cassutt received an MBA from Stanford University’s Graduate School of Business, where he was an Arjay Miller scholar and the recipient of the Alexander A. Robichek Award for outstanding achievement in finance.

Dave Lazier

Mr. Lazier is Managing Partner of TD Investment Company. TD makes private equity investments, primarily in search funds. Mr. Lazier also serves as President of American Security Products, a leading manufacturer of high-security safes. He has served as Controller, Vice President of Sales and Co-President of Nelson Nameplate Company, a manufacturer of durable graphics and membrane switches based in Los Angeles, California. Prior to joining Nelson, Mr. Lazier worked as an engineer with IBM Corporation from 1982 to 1984. He is currently on the board of Nelson-Miller, American Security Products, Columbia Sanitary Products, CALO and Gogotech. He has also served on the board of Glendale Memorial Hospital Foundation, the San Gabriel Valley Habitat for Humanity and St. Mark’s Episcopal Church. Mr. Lazier received his Bachelor’s Degree in Industrial Engineering from Northwestern University.

Bob Dahl

Mr. Dahl is currently a private investor, focusing on the healthcare industry. Previously, he was the co-founder and Chief Operating Officer of Arrowhawk Capital Partners, an investment company and the Vice President of Strategic Business Development and Vice Chairman of the Board of Directors of Golden Pond Healthcare, Inc. From April 1999 until June 2006, Mr. Dahl served as the head of Global Healthcare for the Carlyle Group, a leading private equity firm, where he was responsible for the firm's investments in the healthcare field. Prior to Carlyle, Mr. Dahl served as co-head of healthcare investment banking in North America at Credit Suisse First Boston. Mr. Dahl is a director of several private companies. He is also a member of the Board of Trustees of the Cancer Research Institute. Mr. Dahl received a BA from Middlebury College and an MBA with high distinction from the Harvard Business School.

Kent Weaver

Kent Weaver is currently Chairman and CEO of Progressive Home Care, a Northern California-based health care company. Previously, Mr. Weaver held executive positions in marketing and product management for a VC-backed marketing software startup, served as regional CFO and business analyst in Pepsico's Pizza Hut Division, and as a management consultant at Ernst & Young. He received his BS in finance from the University of Southern California and MBA from the University of California, Los Angeles. He currently serves on the board at VRI, Discovery Outsourcing, Integra, Onesource Water, Change Academy Lake of the Ozarks and Healthwyse.

Tim Ludwig

Tim is a private investor with a focus on search funds and lower-middle market service businesses. Previously, Tim worked for Pacific Scene, a privately-held, diversified real estate company where he served on the board and was President of the Commercial Property division. Tim's prior experience includes roles in consulting with Arthur Andersen and a middle-market manufacturing company, being founder of two online publishing companies, and positions in business development with Dell Computer and a venture-backed start-up. Tim graduated from The College of Wooster and a received his MBA from the Ross School at the University of Michigan. Tim is an active advisor and board member to several private companies.

James K Johnson Jr.

In 1996, Jim co-founded along with Matt Diamond, Alloy, Inc. a youth-focused media and marketing company. They took the company public in 1999 and built it to become one of the most important youth-focused media and marketing companies of the past two decades.

As Chief Operating Officer of Alloy, Inc., Jim led the merchandising business, which included the Alloy, dELiA*s and CCS brands, and grew it to become one of the largest direct-to-consumer businesses to teens and young adults in the country. He was also instrumental during key expansions of Alloy’s media business, including the acquisition of Alloy Entertainment, which went on to create for Alloy defining youth culture hits “Gossip Girl,” “The Vampire Diaries,” and “Pretty Little Liars”.

In November 2010, Jim and Matt joined forces with Zelnick Media to complete a go- private transaction of Alloy. By 2013 Alloy’s key operating divisions had been acquired by strategic or financial investors, including the 2012 sale of Alloy Entertainment to Warner Bros. Jim currently serves on the board of several private media companies and is active in search investments.

Prior to founding Alloy, Jim was a member of GE Company's Corporate Audit Staff and a graduate of its Financial Management Program. Jim received his B.A. in History from Hamilton College.

Matthew C. Diamond

As CEO of Defy Media, Matt Diamond guides corporate strategy and oversees company management. He was formerly CEO of Alloy Digital, where his keen vision was instrumental in the company’s meteoric rise in a rapidly evolving digital space and the significant growth of globally recognized and top-ranked media platforms. He played a key strategic role in the recent “merger of equals” with Break Media.

As CEO of Defy Media, Matt Diamond guides corporate strategy and oversees company management. He was formerly CEO of Alloy Digital, where his keen vision was instrumental in the company’s meteoric rise in a rapidly evolving digital space and the significant growth of globally recognized and top-ranked media platforms. He played a key strategic role in the recent “merger of equals” with Break Media.

As CEO of Alloy, Inc., Matt was instrumental in the establishment of the company’s multi-discipline marketing unit, Alloy Media + Marketing, and lead key expansions, including the acquisition of Alloy Entertainment (formerly 17 th Street Productions), the youth media behemoth behind pop culture phenomenon’s “Gossip Girl,” “The Vampire Diaries,” “Pretty Little Liars, among others, which was sold to Warner Bros. Television Group; Channel One, the award-winning premiere television news network for teens; and Alloy Education, a leader in student recruitment solutions for higher education. Until 2005, Alloy, Inc. included the youth merchandise brands Alloy, CCS and dEliA*s. Under Matt’s leadership, these businesses grew to be among the largest direct marketers (e-commerce and catalog) to teens and young-adults in the U.S. and were divested via a public to public spinoff. In November 2010, Alloy, Inc. completed a go-private transaction by an investor group led by Zelnick Media.

Prior to founding Alloy, Inc., Matt held positions in the Finance and Operations groups at the General Electric Company, including two years at the company’s offices in Tokyo. Matt also serves on the board of Do Something, Inc. and, in 2009, the youth focused non-profit organization honored him with its Lifetime Achievement Award for the company’s considerable contributions. He has also supported youth education initiatives in New York City, dedicating his time to the Bronx Academy of Letters—awarded a rare A in both the Department of Education’s 2006-07 and 2007-08 progress reports—and as a member the PENCIL program pairing business leaders with public schools. Matt graduated Phi Beta Kappa with a B.A. in International Studies at University of North Carolina at Chapel Hill in 1991 and received his MBA from the Harvard Graduate School of Business in 1996.

Bill Egan

Bill is founder and General Partner of Alta Communications and Marion Equity Partners, Massachusetts-based venture capital firms. He founded Alta's predecessor firm, Burr, Egan, Deleage & Co. in 1979, and has identified and backed several of America's leading growth companies in the information technology, life sciences, and communications industries. Prior to founding Burr, Egan, Deleage & Co., Bill was a Partner at TA Associates. He began his career as a Manager of Venture Capital for New England Enterprise Capital Corporation.

He is past President and Chairman of the National Venture Capital Association, a former trustee of Fairfield University and the University of Pennsylvania and a former member of the Board of Overseers of The Wharton School. He is a member of the Board of CRH plc, and a number of privately held companies. Bill is also a trustee of the Isabella Stewart Gardner Museum and the Duniry Foundation.

Bill received a degree in Economics from Fairfield University and an MBA from The Wharton School.

Gerald Risk

Gerald Risk is Vice-Chairman of Asurion, the world’s largest provider of consumer technology protection services. Asurion offers its services to over 200 million consumers globally in partnership with leading mobile carriers such as AT&T, China Mobile, NTT DoCoMo, KDDI, and Verizon and leading retailers such as Wal-Mart and Amazon. Gerald first joined Asurion in 1999 as Chief Financial officer. He became President in 2009 and Vice-Chairman in 2013.

Gerald is an active investor and mentor of entrepreneurial leaders in the for-profit and non-profit worlds. In this capacity, Mr. Risk currently serves on the Board of Directors of Sunrun (provider of residential solar services), Carillon Assisted Living (provider of assisted living services in the Southeast), HealthCPA (provider of medical expense management services for consumers), and QMC Telecom (Latin American wireless telecom infrastructure provider).

Prior to joining Asurion, Gerald worked as an investment banker with Goldman, Sachs & Co. in San Francisco, Hong Kong and New York. Mr. Risk holds an MBA from the Graduate School of Business at Stanford University, where he was an Arjay Miller Scholar and where he served as a case writer for Jack McDonald, the Stanford Investors Professor of Finance. Mr. Risk also holds a Bachelor's Degree in Commerce with honors from Queen’s University in Canada where he was on the Dean’s List.

Mr. Risk lives in the San Francisco Bay Area with his wife and two sons.

A.J. Wasserstein

A. J. is the CEO of Onesource Water, LLC, a rapidly growing national bottleless water service company. Previously, A. J. Was the founder and CEO of ArchivesOne, the third largest records management company in the United States. He successfully built ArchivesOne into a super-regional records management company employing 400 people before selling to Iron Mountain (NYSE: IRM) after 17 years of operation. He is on several mid-market Boards. A. J. graduated from Colgate University and received his MBA from New York University. The U. S. Small Business Administration has recognized A. J. as the Small Business Person of the Year in Connecticut. A. J. was featured in the book Leadership Secrets of the World’s Most Successful CEOs.

Jose Stella

Mr. Stella is currently Co-CEO and Co-Founder of QMC Telecom International, LLC, a Latin American wireless infrastructure provider. Prior to that he was the CEO and Co-founder of VIU Media until the sale of the company to Lamar Advertising (NASDAQ:LAMR) in 2006. At the time of the sale, VIU Media was Puerto Rico's largest locally owned outdoor advertising company.

Prior to becoming President of VIU Media, he was the Co-Founder and President of Quest Management Corporation, a private equity group formed to identify, acquire, and operate a company in Puerto Rico. Previously, Mr. Stella worked at KPMG Peat Marwick in the middle-market Mergers & Acquisitions Advisory Group. He also worked for UBS and Chase Manhattan Bank and received, along with his partner, the 2004 Ernst & Young Entrepreneur of the Year Award for Puerto Rico. Currently he serves as a director of Rocket Learning, LLC, Bomi Mexico and throughout the years has served in several other boards. Mr. Stella graduated with high honors, with a B.A. in Economics, Finance and Investments from Babson College and graduated cum laude with an MBA from The University of Michigan.

Rafael Somoza

Mr. Somoza is currently Co-CEO and Co-Founder of QMC Telecom International, LLC, a Latin America wireless infrastructure provider. Prior to that he was the CEO and Co-founder of VIU Media until the sale of the company to Lamar Advertising (NASDAQ:LAMR) in 2006. At the time of the sale, VIU Media was Puerto Rico's largest locally owned outdoor advertising company.  Additionally, Mr. Somoza was the CEO and Co-founder of Quest Management Corporation, a private equity investment company formed to identify, acquire, and later operate a desirable growing concern in Puerto Rico. Previously, Mr. Somoza worked at the Chase Manhattan Bank and at CS First Boston where he was actively involved in structuring over $1.2 billion in lead managed bond and asset backed financings for both government and private issuers in varied industries. Throughout the years he has also been directly involved in the development of several successful residential and tourism real estate projects, including the Rincon Beach Resort, a 120-room beach front hotel on the west coast of Puerto Rico. Along with his business partner, Mr. Somoza is the recipient of the 2004 E&Y Entrepreneur of the Year Award for Puerto Rico. He currently sits on the Board of Directors of Alpha Credit in Mexico and throughout the years has served in several other boards. Mr. Somoza holds a B.A., magna cum laude, in Economics and Political Science from Yale University and an MBA from Stanford's Graduate School of Business.