Get the full list, Morningstar Institutional Equity Research. The firm changed its name to Wachovia Capital Partners following the merger of First Union and Wachovia in 2001, under Managing Partners Scott Perper[dead link], currently serving as Head of Pamlico Capital, and Ted Gardner. Pamlico Capital - Wikipedia All rights reserved. The fund targets to invest in healthcare, communications and networking, and will seek equity investments of USD 25 million to USD 125 million in companies with total enterprise values of between USD 50 million and USD 350 million. | Site designed and managed by WRAL Digital Solutions. Talk about their approach to risk without downplaying your concerns. This is a goldmine. Contact Information Website www.pamlicocapital.com Formerly Known As First Union Capital Partners, Wachovia Capital Partners Year Founded 1988 Therefore, the venture capitalist buys a stake in an entrepreneur's idea, nurtures the idea for a short period, before existing. They invest in promising ideas and efficient teams to help the founders realize their goals and reach their full potential. Pamlico Capital, registered in 2012, serves 1 state(s) with a licensed staff of 27 advisors. Generating. In the third quarter of 2021, the Charlotte region added over 15,000 jobs, which is almost double any previous quarter in 2021. Access the world's biggest living, breathing database to help you find your next idea, side project, or product to sell. Unbelievable. CHARLOTTE Airwavz Solutions, a Charlotte-headquarteredprovider of wireless solutions for property owners and mobile companies, has raised $15 million from two investors, according to an SEC filing. Pamlico Capital IV Profile: Investments & Returns | PitchBook This Charlotte-based company was founded in 1998, and since then has invested in over 170 companies across the USA. Questions to ask Certified accolades including investor.com Star Rating Badge are only available to firms participating in investor.coms paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded investor.com Star Rating Badge certified accolades. In March 2010, the firm completed a spinout from Wells Fargo. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Pamlico Capital currently serves clients in the following states: NC. Every industry, trend, and how much money you can make. SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. Within our core verticals, we have deep experience partnering with management teams to help companies accelerate growth and scale. 2023 PitchBook. No affiliation or endorsement, express or implied, is provided by their use. All rights reserved. ideally, the venture capitalist invests in the company balance sheet until it reaches a certain size and credibility. Now I'm running a profitable SaaS business! Angel, Fund of Funds, Venture Capital), General contact email for the organization. Aite-Novarica Group and RBR are now Datos Insights, Millennia Appoints Scott Sanner as Chief Executive Officer, Veson Nautical Announces Intent to Acquire Market-Leading Valuation and Data Provider VesselsValue, For certain of the awards above, a fee was paid as part of Pamlicos application for consideration. This is a profile preview from the PitchBook Platform. The round was led in. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. In October, Charlotte startup 2ULaundry closed on a second round of seed funding. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Claim your Free Employer Profile Website: www.pamlicocapital.com Headquarters: Charlotte, NC Size: 1 to 50 Employees Will any of my assets be invested in those products? They invest in early-stage software or tech companies and provides them with capital and capabilities to succeed in their businesses. Other third-party content, logos and trademarks are owned by their perspective entities and used for informational purposes only. 28 Best & Most Active Charlotte Private Equity Firms You finally have a place where you can ask these questions, get advice, and see exactly how successful founders did it before you. So the connections and learnings are based on a shared commitment to action. The founders in this community are accomplished, smart, savvy, and business gritty people. There are a number of successful venture capital firms in Charlotte, NC, and we've curated a list of the best local firms in the area. Starter Story helps me learn about the (not so secret) formula for success. Please provide me a list of the products and a summary of how much your firm earns from them. Pamlico Capital Investor Profile: Portfolio & Exits | PitchBook Note that a venture capital fund is not long-term investment. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. All rights reserved. How much money are you making? For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. That shit is powerful. What does this mean? free lookups / month. Discover the 201 most effective ways that founders are growing their business right now. {{ userNotificationState.getAlertCount('bell') }}. Defiance Ventures 7. Pamlico Capital Management, LP (Pamlico Capital) is a Asset Manager located in Charlotte, NC United States, North America, and was founded in 1988. What does this mean? Should I Hire a Financial Advisor or DIY It? Pamlico Capital seeks equity and buyout investments in businesses. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Charlotte-based Pamlico Capital is listed on the Airwavz website under this description, and according to the Pamlico Capital website, the firm seeks "buyout and growth equity investments. However, many RIA firms are also licensed as broker-dealers. We interview entrepreneurs from around the world about how they started and grew their businesses. The company was founded byMark Horinko, who prior to Airwavz,founded N4 Group, a strategic consultancy, and also co-founded and served on the executive team of Conterra, an access broadband provider delivering carrier-grade wireless broadband infrastructure to rural schools across the U.S. Horinko is not listed on the filing, which was signed by CEOBrad Davis, the former president and CEO of DukeNet Communications, and CFOShawn Kocher, as well as three directors. These arent just case studies - they are real stories, from real founders who share their most intimate details with you - down to the exact amount of money they are making. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Pamlico Capital Size $1.4B Vintage 2020 Dry Powder 00000 General Information Description Pamlico Capital Fund V is a buyout fund managed by Pamlico Capital. Which securities does your firm trade for itself that it will also be recommending to me? Seed Stage: When the startup approaches an angel investor to seek funding, although they may not have a commercially available product yet. What happened? Surround yourself with founders who have been there before. The five stages of venture capital financing are: Venture Capital is a form of equity financing where investors fund a company in exchange for equity. Charlotte, NC 28202-2397. They help successful software companies to reach new heights with their resources, expertise, and well-planned out strategies. This information is available in the PitchBook Platform. Is your firm a broker-dealer or are you affiliated with one? Pamlico Capital Jul 2022 - Present1 year Charlotte, North Carolina, United States Investment Banking Analyst BlackArch Partners Jun 2020 - Jun 20222 years 1 month Charlotte, North Carolina,. Pamlico Capital Financial Services Charlotte, NC 3,360 followers Follow View all 52 employees About us Pamlico Capital seeks equity and buyout investments in growing businesses that serve. The filing shows that the $15 million invested in the company will come in the form of an equity investment and that there may be additional fundraising coming, as the total offering amount could be as high as $23,840181. New companies often fail, and that means early investors can lose the money they put into it. Global Wealth Conferences - SWFI Event Series Menu These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. At first I was skeptical if this was worth the money. To explore Pamlico Capital Vs full profile, request access. Pamlico Capital Management doesn't have any recent trademark applications, indicating Pamlico Capital Management is focusing on its . Charlotte wireless solutions company Airwavz raises $15M, could raise The firm's investment ranges from $100K to $1M at the initial stage. Join our free newsletter to get unlimited access to all startup data including startup costs. What does this mean and why is it important? Questions to ask Funds managed by Pamlico Capital Learn more . What does this mean? Charlotte's Pamlico Capital is No. Starter Story has been with me on my journey to over 28K YouTube subscribers. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Startup Stage: The stage when a business has a commercially viable product but needs financing for further product development. Therefore, venture capital allows startups to get off the ground, and founders to achieve their dreams. What does this mean and why is it important? I A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Pamlico Capital seeks equity and buyout investments in businesses. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. This is a profile preview from the PitchBook Platform. CFV Ventures 2. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Firm or an affiliate actively engages in business as a law firm or lawyer. Pamlico Capital, which was formerly called First Union Capital Partners and then Wachovia Capital Partners, is an independent private equity firm focused on growth capital and leveraged buyout investments in middle-market companies in the business services, technology services, telecommunications and healthcare industries. Join our free newsletter to get unlimited access to all startup data. The fund is located in Charlotte, North Carolina, and will invest in North America. According to the 2021 ecosystem report by StartupBlink, Charlotte city is ranked at number 58 globally, showing a positive momentum compared to past few years. As a result, we do not support personal reviews on the site. Building a business is lonely. Discover and invest in PE funds and secondaries that match your investment strategy. Questions to ask Is your firm affiliated with a law firm in any capacity? As a financial advisory firm, Pamlico Capital can provide a variety of financial planning services for Americans. Pamlico Capital seeks equity and buyout investments in growing businesses that serve the business & technology services, communications, and healthcare industries. North Carolina Private Equity Firms Pamlico Capital III is the first fund raised after the spin-out from Wells Fargo in 2010. Learn more about VC firms in other cities in North Carolina: Hey! About. These statistics are proof that Charlotte is an ideal place to locate for Fintech, Energy, Energy & Environment, and Foodtech startups. How do these benefits affect the firms selection of a broker-dealer partner? What does this mean? Financial plans and investment portfolios are always unique to the client's personal financial situation. How I Started A $144M Brand At 23 Years Old, How My Product Hunt Launch Generated $5.8K, How I Built A $420K/Year Productized Service, How I made over $5,000 from my Starter Story membership in a week! The firm seeks to invest in communications, healthcare, services, and software sectors across North America. What does this mean and why is it important? Get contact details including emails and phone numbers What does this mean? 2 on The List with $2.5 billion under management. Phone Number (704) 414-7150. AVANT Announces Strategic Investment from Pamlico Capital While previous Funds had a majority investment from the financial institution, Pamlico Capital III exclusively includes outside investors: AlpInvest Partners, Constitution Capital Partners, GE Pension Trust, HarbourVest Partners, affiliates of Hartford Investment Management Company (HIMCO), HOOPP Capital Partners (the private equity arm of the Healthcare of Ontario Pension Plan), John Hancock Financial Services, SCM Strategic Capital Management, AG and TIAA-CREF.[3]. Everything you need to get your business off the ground. It is our organization's mission to provide unbiased and objective information. As a result, founders often seek to spread the risk of failure through investments from VC firms. How did you find your first 10 customers? Read thousands of case studies and get inspired. What does this mean? Youll start making real progress, and experience first-hand what its like to put your ideas into the world. What does this mean? Youll get access to thousands of case studies, courses, frameworks, alongside a group of people that genuinely want you to succeed. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. Questions to ask Does your firm, or anyone associated with the firm, practice as a law firm? How do you know youre making the right progress every day? Catherine Jackson - Associate - Pamlico Capital | LinkedIn Registration on or use of this site constitutes acceptance of our terms of use agreement which includes our privacy policy. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. Financial Services Companies in the Charlotte Area - Niche Firm performs side-by-side management with accounts that have differing fee structures. The firms goal is to back exceptional business ideas that have the full potential to succeed in the market. The firm has had hands-on experience in building and managing growing enterprises since 1993. Get Access To All Startup Data Right Now (it's free). Our system found no disciplinary alerts. Pamlico Capital - - Education - 2005 - 2010 Activities and Societies: Lamda Pi Eta, Batten Leadership Institute Volunteer Experience Alumnae Board Hollins University Education Social Chair. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. 2008-2023 Sovereign Wealth Fund Institute. The fund is located in Charlotte, North Carolina, and invest in North America. Become a premium member to get full access. Find and invest in PE funds and secondaries that match your investment strategy. What does this mean? In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. PitchBook helps you see a funds investments based on target industry, year and deal typeso you can quickly understand its strategy at a glance. Brian Chambers - Partner - Pamlico Capital | LinkedIn What does this mean? Questions to ask Their vast portfolio consists of names like CapWay, Finsophy, Edquity that are performing well in the fintech industry. We help great executives build market-defining companies. Lawyers No brainer! Vice President at Pamlico Capital Charlotte, NC.