Appointments Underscore Commitment to Deal Fit and Portfolio Company Development
San Francisco, CA (January 6, 2015) – Carrick Capital Partners, LLC, an investment firm focused on technology-enabled services businesses including SaaS, Software, BPO and Transaction Processing, today announced the promotion of two members of its executive team. Alex Mason’s promotion to Managing Director and Steve Unterberger’s promotion to Managing Director of Operations are a reflection of their outstanding contributions to the firm, which have helped drive Carrick Capital Partners’ early success and rapid growth.
“Both Steve and Alex have proven themselves to be invaluable members of our team. They are both dedicated, industrious, entrepreneurial, and accomplished. We attribute much of our success to their exceptional expertise and commitment,” explained Carrick Capital Partners Co-Founder and Managing Director Jim Madden.
“Alex is a talented and experienced investor who has been an integral part of the team since the beginning of the firm. His contributions have been across the board in our investing efforts, and he has been closely involved with the majority of our portfolio companies. In this new role, he will take on even more direct sourcing responsibilities,” explained Carrick Capital Partners Co-Founder and Managing Director Marc McMorris. “Steve’s decades of technology and BPO experience have been enormously valuable to our portfolio companies. Steve’s application of Carrick’s ABV (approach to build value) in the oversight and development assistance he provides has been recognized by our CEOs as one of the greatest benefits of working with Carrick,” McMorris added.
Formerly a Director at Carrick Capital Partners and a member of the founding team, Alex Mason is involved in all areas of the firm’s investing activities. Prior to Carrick, Mr. Mason was a Vice President at Accel-KKR, a technology buyout investment firm. Previously, he worked at Technology Crossover Ventures (TCV), a private equity and public equity investment firm focused on growth investments. Earlier in his career, Mr. Mason worked at Paine and Partners, a middle market private equity firm focused on special situations investing; Morgan Stanley, in the firm’s Investment Banking Technology Group and at Morgan Stanley Technology Ventures; and at the Investment Banking Technology Group at Piper Jaffray.
Steve Unterberger formerly held the position of Chief Technology Officer at Carrick Capital Partners. Before joining Carrick, Mr. Unterberger held several positions at Exult, Inc. culminating in the role of Business Model Architecture President until the time of its acquisition by Hewitt Associates, Inc. Prior to Exult, Mr. Unterberger was a U.S. Executive Vice President of SHL Systemhouse, a $2 Billon IT Outsourcer acquired by MCI in 1995. Earlier in his career, he was a Senior Manager at Pricewaterhouse Coopers.
About Carrick Capital Partners
Carrick Capital Partners is an investment firm that utilizes ABV (Approach to Building Value) to operationally scale fast growing businesses that provide software and technology-enabled services. Carrick adds value by taking a concentrated approach and dedicating significant resources post-investment. Carrick helps scale great companies that deliver significant returns for investors, stimulating economic growth, and positively impacting the industry landscape. Working directly with CEO’s and entrepreneurs, Carrick fulfills a vital need for investment and growth expertise. For more information, please visit www.carrickcapitalpartners.com.