Brian’s career spans two decades of technology entrepreneurship and investing. After beginning his career with IBM in sales and corporate development, he has gone on to found and build a number of internet and technology companies and investment partnerships.
Recently, he was EVP of Corporate Development and M&A for Upland Software (UPLD) which assembled a family of SaaS applications in the enterprise work management space. While at Upland he completed five acquisitions and was a key member of the IPO team. It was in this role that he experienced firsthand the cash flow capacity of established SaaS companies and met numerous SaaS CEO’s looking for straightforward growth capital leading him to found RCP.
Notable investments/exits include: Upland Software (IPO), Magnitude Software (Audax Group), DataRank (Simply Measured), URHere (Nokia FH:NOK1V), GlobalSpec (IHS Inc. NYSE: IHS), Trade Up Commerce (Callaway Golf NYSE:ELY), InterZine (Times Mirror Magazines).
Brian received a BS in Industrial Engineering from The University of Arkansas and a MBA from Harvard Business School. He is currently Chairman of the University of Arkansas GSIE/RED Campaign Arkansas Steering Committee and Founder and Chairman of Celebrate Publishing Group, a specialty publisher in Bentonville, AR. He enjoys outdoor sports, traveling with his wife Becky, and being the proud father of his three boys: Cameron, J.W. and Preston.
Chico manages business development and investor relations for Recurring Capital. Prior to joining Recurring Capital, Chico led business development for Miura Global, a global investment firm based in New York City. Prior to Miura, he was Chief Operating Officer of Rogge Capital Management, in Austin, Texas, where he worked with Brian.
Before Rogge Capital Management, Chico was a Managing Director of Institutional Sales and Trading for Deutsche Bank in both San Francisco and in New York City. Prior to Deutsche Bank, he was a Vice President for JPMorgan. Chico started his career in the financial services industry with Brown Brothers Harriman.
He received a BA in History from the University of Texas at Austin and a MBA from Northwestern University.
Bradley has 10+ years of experience as a private investor, with transaction experience ranging across multiple asset classes, stages and industries. Prior to joining Recurring Capital, Bradley managed Dozier Capital Partners, the single-family office of Nicholas Dozier, Founder of Atlas Technology Group. DCP focused on growth equity and debt investing in enterprise software and tech-enabled services companies.
Before Dozier Capital, he served as Vice President at Sampa Partners, a technology-focused private equity group in Austin, TX. From 2007-2012, Bradley served as Associate/Principal at Hersh Family Investments, where he helped invest the personal capital of Kenneth A. Hersh, Founder of NGP Energy Capital Management. He started his career in Investment Banking as an analyst in the M&A advisory group at Southwest Securities in Dallas, TX.
He received a BBA in Finance & Accounting from TCU and is a CFA charterholder.
Trevor has experience in venture capital, institutional equity research, and investment banking across a variety of industries. Most recently, he was head of due diligence at MicroVentures, a leading equity crowdfunding platform, where he was responsible for conducting due diligence on early stage investment opportunities across a number of technology and technology-enabled verticals.
Before joining MicroVentures, Trevor was an Equity Research Associate at Cowen & Co. where he performed industry-level and company-specific fundamental research on managed care and health care services companies. Trevor started his career in investment banking where he provided strategic advisory and transaction execution, most recently at Cain Brothers, a New York-based health care focused boutique investment bank.
Trevor received a BBA in Economics from Texas Tech University. He is a CFA charterholder.
James has experience in corporate development, investment banking and direct lending across a variety of industry verticals. Most recently, James was an Associate at CrowdOut Capital, a marketplace lending platform for lower middle market companies, where he was responsible for sourcing, due diligence, transaction execution and portfolio monitoring. Prior to joining CrowdOut, James was an Analyst for Westlake Securities, a boutique investment bank based in Austin, TX, where he focused on lower middle market capital raises and M&A. James started his career with National Oilwell Varco (NYSE: NOV) where he was involved in corporate and market development as well as technology commercialization for the Completions and Production Solutions business unit.
James received a BS in Mechanical Engineering from the University of Texas at Austin.
Tim recently retired from Comerica Bank where he led Comerica’s Tech and Life Sciences practice for over 15 years. He grew Comerica’s commitments to over $1.5 billion and managed up to 30 banking professionals across offices in Texas, Southern California and Washington. Tim has over 20 years working with tech companies and over 35 years of commercial banking experience. While under Tim’s leadership, Comerica Bank’s loan book included early, mid and late stage companies, with 80% of those companies being venture-backed and the balance bootstrapped or publicly traded. While at Comerica, Tim also served as Market President, coordinating the efforts of all groups of the bank with a local and regional presence, including Retail, Commercial, Business Banking, Commercial Real Estate and Wealth Management.
Tim graduated with a BS in Business/Finance from Miami University (Ohio)