Michael J. Morgan
Founder at Caltius Private Equity Partners
Network origin in Michael J. Morgan first degree
Entity | Entity type | Industry | |
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Caltius Private Equity Partners
Caltius Private Equity Partners Investment ManagersFinance Caltius Private Equity Partners (Caltius Private Equity Partners) is a private equity subsidiary of Caltius Capital Management LLC founded in 1999 by Garrick Ahn, Michael J. Morgan and Jim B. Upchurch. The firm headquarters in Los Angeles, California.
18
| Subsidiary | Investment Managers | 18 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael J. Morgan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Analyst-Equity | |
Frontier Airlines, Inc.
Frontier Airlines, Inc. AirlinesTransportation Frontier Airlines, Inc. provides airlines services. It offers passenger and freight transportation services such as seat assignment, electronic ticketing curbside check-in and online check-in services. The company was founded on July 5, 1994 and is headquartered in Denver, CO. | Airlines | Director/Board Member | |
Abel/Noser Corp.
Abel/Noser Corp. Investment Banks/BrokersFinance Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
SeniorBridge Family Cos., Inc.
SeniorBridge Family Cos., Inc. Medical/Nursing ServicesHealth Services SeniorBridge Family Cos., Inc. provides home based eldercare services. It offers live-in home care, care management, private duty nursing, and companion care. The company was founded by Larry Sosnow in 2000 and is headquartered in New York, NY. | Medical/Nursing Services | Director/Board Member | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree | |
A.T. Kearney, Inc.
A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
Trek Bicycle Corp.
Trek Bicycle Corp. Motor VehiclesConsumer Durables Trek Bicycle Corp. manufactures and markets bicycles and bike accessories. It builds bikes for tykes still on training wheels and also for kids and adults. The firm provides mountain, road, children's, tandem, police, and BMX bikes. The company was founded by Richard A. Burke and Bevil J. Hogg in 1976 and is headquartered in Waterloo, WI. | Motor Vehicles | Director/Board Member | |
Caltius Capital Management LLC
Caltius Capital Management LLC Investment ManagersFinance Caltius Capital Management LLC provides capital solutions to middle market companies. Its caltius mezzanine offer acquisition financings, growth capital financings, liquidity for existing shareholders, management or leveraged buyouts and recapitalizations and refinancings. The firm’s caltius equity partners offers estate planning, management buyouts, growth financings and corporate divestitures. The company was founded by Jim Upchurch in 1997 and is headquartered in Los Angeles, CA. | Investment Managers | Chief Executive Officer Director of Finance/CFO Director of Finance/CFO | |
Northwest Coatings LLC
Northwest Coatings LLC Industrial SpecialtiesProcess Industries Northwest Coatings LLC manufactures water base coatings and adhesives. Its products include specialty ultraviolet, electron beam curable and adhesives. The company provides services to the packaging, printing, textile and automotive industries. Northwest Coatings was founded in 1970 and is headquartered in Oak Creek, WI. | Industrial Specialties | Director/Board Member Chief Executive Officer Director/Board Member | |
Davex labs LLC
Davex labs LLC Specialty StoresRetail Trade Davexlabs LLC distributes hair care products. It offers color-treated products, art elements, daily elements, hair repair products, healing moisture products, hair colors, healing hair care formulations, urban elements, and scalp treatment systems. The company was founded by David Berglass in 1985 and is headquartered in Santa Monica, CA. | Specialty Stores | Director/Board Member Director/Board Member | |
University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
9 Squared, Inc.
9 Squared, Inc. Information Technology ServicesTechnology Services Part of Zed Worldwide SA, 9 Squared, Inc. develops entertainment-related content for mobile phones. The company is based in Denver, CO. 9 Squared was acquired by Monstermob Group Plc on August 25, 2004 for $30.98 million. | Information Technology Services | Director/Board Member | |
Campgroup LLC
Campgroup LLC Services to the Health IndustryHealth Services Campgroup LLC is a private company that represents a selection of high-quality summer camps for children in the USA. The company is based in White Plains, NY. The company's team is made up of dedicated professionals who are passionate about their mission and core values. The company offers a variety of options, including boys, girls, coed, and day camps, with sessions ranging from 3 to 7 weeks. | Services to the Health Industry | Director/Board Member Director/Board Member | |
Millennium Management LLC
Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Corporate Officer/Principal | |
The Johns Hopkins University | College/University | Graduate Degree | |
Middlebury College | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
National Industrial Coatings, Inc.
National Industrial Coatings, Inc. Industrial SpecialtiesProcess Industries National Industrial Coatings, Inc. manufactures aqueous, UV and specialty coatings. Its coating products include commercial printing, publication, packing and adhesives. The company was founded by Michael Lauesen in 1982 and is headquartered in Itasca, IL. | Industrial Specialties | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Deloitte Tax LLP
Deloitte Tax LLP Other Consumer ServicesConsumer Services Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY. | Other Consumer Services | Corporate Officer/Principal | |
Millennium Capital Partners LLP
Millennium Capital Partners LLP Investment ManagersFinance Millennium Capital Partners LLP (MCP) is an alternative investment management firm headquartered in London, UK. The firm was founded in 2005 and is a subsidiary of Millennium Capital Management Ltd., ultimately held by Millennium Management LLC in the US. MCP manages assets for high-net worth individuals, institutions, trusts, foundations, pensions, the General Partner, related Millennium entities and Millennium employees. | Investment Managers | Analyst-Equity | |
U.S. Bancorp Libra
U.S. Bancorp Libra Financial ConglomeratesFinance Part of U.S. Bancorp, U.S. Bancorp Libra is a company that provides investment and financial services. The company is based in Los Angeles, CA. | Financial Conglomerates | President Corporate Officer/Principal | |
THL Credit Group LP
THL Credit Group LP Investment ManagersFinance THL Credit Group LP (THL Credit) is a private equity subsidiary of Thomas H. Lee Partners LP founded in 2007. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Kayne Anderson Capital Advisors LP (Private Equity)
Kayne Anderson Capital Advisors LP (Private Equity) Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson Capital Advisors) is a private equity subsidiary of Kayne Anderson Capital Advisors LP founded in 1991. The firm is headquartered in Los Angeles, California. | Investment Managers | Corporate Officer/Principal | |
Electra Bicycle Co. LLC
Electra Bicycle Co. LLC Motor VehiclesConsumer Durables Electra Bicycle Co. LLC designs and manufactures branded leisure and cruiser bicycles. It distributes parts and accessories for bicycle and clothes for kids. The company was founded in 1993 by Benno Baenziger and Jeano Erforth and is headquartered in Encinitas, CA. | Motor Vehicles | Director/Board Member Director/Board Member | |
Caltius Structured Capital
Caltius Structured Capital Investment ManagersFinance Caltius Structured Capital (Caltius Structured Capital) is a private equity subsidiary of Caltius Capital Management LLC founded in 1997 by Michael Kane and Jim B Upchurch. The firm is headquartered in Los Angeles, California. | Investment Managers | Chief Executive Officer Director of Finance/CFO Private Equity Investor Private Equity Investor Corporate Officer/Principal Private Equity Investor Director of Finance/CFO | |
Diversified Human Resources, Inc.
Diversified Human Resources, Inc. Personnel ServicesCommercial Services Diversified Human Resources, Inc. provides human resources, payroll administration and insurance services. The firm also offers retirement solutions. The company was founded by Brian D. Lesk in 1996 and is headquartered in Tempe, AZ. | Personnel Services | Director/Board Member Director/Board Member Director/Board Member | |
AI Fire LLC
AI Fire LLC Miscellaneous Commercial ServicesCommercial Services AI Fire LLC provides fire and life safety services. It inspects, services, designs, and installs fire protection and life safety systems. The company was founded in 2009 and is headquartered in Long Beach, CA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
MC Sign LLC
MC Sign LLC Miscellaneous ManufacturingProducer Manufacturing MC Sign LLC engages in the manufacturing, sales and installation of signage. Its solutions include sign manufacturing, site surveys, graphic design, sign installation, value engineering, sign conversions and rebranding, removal of existing signage and fascia restoration, retrofits and upgrades, and program management. The company was founded in 1953 and is headquartered in Mentor, OH. | Miscellaneous Manufacturing | Director/Board Member Director/Board Member | |
Houlihan Lokey Capital, Inc.
Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Size US
Size US Miscellaneous Commercial ServicesCommercial Services Size Advisory is a full-service advisory group based in Los Angeles, CA that was founded by Craig Kornblau, Lisa Robinson, Alex Matthews, Jim Winett, Brian Schwartz. The private company works with growth-stage companies on everything from strategy, digital transformation, and revenue growth to marketing, finance, culture, and more. Size Capital is a growth-stage fund that partners with companies to help them scale and grow. The company is a growing team of experienced former digital transformation executives that work hand-in-hand with enterprise leadership to keep them at the forefront of innovation and accelerate their digital journeys. Size is an ecosystem that empowers innovation and growth for both enterprises and late-stage consumer & technology companies. | Miscellaneous Commercial Services | Consultant / Advisor | |
4thMVMT
4thMVMT Miscellaneous Commercial ServicesCommercial Services 4thMVMT provides training and finance to individuals for starting business. It focuses on individuals from communities who have been heavily impacted by the disproportionate application of criminal justice to own and operate competitive retail businesses. The company was founded by Karim Webb and is headquartered in Culver City, CA. | Miscellaneous Commercial Services | Consultant / Advisor | |
Unitech Holdings, Inc.
Unitech Holdings, Inc. Aerospace & DefenseElectronic Technology Unitech Holdings, Inc. provides composite and metallic solutions. It designs, develops, and manufactures parts and assemblies for the aerospace and defense industries. The company is headquartered in Hayden, ID. | Aerospace & Defense | Director/Board Member | |
Ernst & Young Global Ltd.
Ernst & Young Global Ltd. Other Consumer ServicesConsumer Services Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom. | Other Consumer Services | Corporate Officer/Principal | |
USC Marshall School of Business | College/University | Private Equity Analyst |
Statistics
International
United States | 40 |
United Kingdom | 4 |
Canada | 2 |
Sectoral
Finance | 14 |
Consumer Services | 11 |
Commercial Services | 8 |
Consumer Durables | 4 |
Health Services | 3 |
Operational
Director/Board Member | 74 |
Corporate Officer/Principal | 28 |
Undergraduate Degree | 16 |
Private Equity Investor | 15 |
Private Equity Analyst | 13 |
Most connected contacts
Insiders | |
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Steven Mayer | 36 |
Jim B. Upchurch | 25 |
Garrick Ahn | 16 |
Jeff Kendig | 12 |
Rick Shuart | 12 |
Jeff Holdsberg | 11 |
Justin Benshoof | 11 |
Kyle Flynn | 8 |
Jonathan Ben-Horin | 7 |
Eric Wauthy | 7 |
Greg L. Brackett | 6 |
Jack Tsu | 4 |
Don Jamieson | 4 |
Tom McGuinness | 4 |
Ryan Matthews | 3 |
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