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"We have worked with Sockwell very successfully for several years now. As a rapidly growing company we have had a number of needs for key executives to come in and sustain the growth trajectory. We work with Sockwell on all of these needs. The service and quality has been excellent as measured by the performance of the people that they have recruited to our team."
Bob Hambright
President
Balfour Beatty
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Credits
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Healthcare
As the healthcare sector has grown, so has our practice. It includes providers, practice group administrators, diagnostics, medical devices and products and services that support all segments of the healthcare industry.
Selected Credits
Anodyne Health Partners (backed by Brook Venture Partners, Frontier Capital, and Brooke Private Equity); A fast-growing healthcare information technology company
• Senior Vice President of Sales
Care Anyware (backed by Lovett Miller); A leading home care technology company that delivers web-based and mobile applications
• Vice President of Sales and Marketing
Harmony Labs (backed by Dogwood Equity); A full service contract developer and manufacturer of topical prescription and over-the-counter liquids, semi-liquids, and powders
• Chief Operating Officer
iLiant (backed by Wakefield Group, Lovett Miller & Co., and Jefferson Capital); A business service provider that delivers application hosting services, consulting, and practice management solutions for physician practice groups, clinics, ambulatory surgical centers, and ambulance companies.
• Chief Executive Officer
• Chief Operating Officer
Mediware Information Systems (NASDAQ: MEDW); A leading provider of best-of-breed clinical information systems to the health care industry in three areas: pharmacies, blood banks and surgical suites
• Vice President of Marketing and Communications
• Vice President of Human Resources
National Seating & Mobility (backed by Bank of America Capital Investors); A rehab services company providing specialized seating, mobility, and position services for severely physically-challenged individuals
• Chief Operating Officer
Novant Health System; A large not-for-profit multi-hospital system
• Vice President, Finance
OrthoCarolina; One of the largest physician-owned orthopedic practices in the country
• Chief Financial Officer (promoted to CEO)
• Chief Operating Officer
Pliva (Zagreb and London Stock Exchange); The largest pharmaceutical company in Eastern and Central Europe ($1B in revenues; 33 global locations including a $300MM U.S. subsidiary)
• Corporate Treasurer
Senior Whole Health (backed by Noro-Moseley Partners, SSM Ventures, New Capital Partners, and Council Ventures); A fast-growing Senior Care Organization (SCO) focusing on coordinating health care benefits, social services, and support services for seniors eligible for Medicare and Medicaid
• Chief Financial Officer
Wake Forest University Physicians; a 550+ physicians faculty practice
• Vice President for Wake Forest University Physicians
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Financial Services
Our financial services practice, a founding cornerstone of our practice, remains a vibrant part of the firm today. Our practice spans the entire industry. We serve commercial banks, regional securities/investment banking firms, and money management firms.
Selected Credits
BB&T Capital Partners; Private debt and equity fund and fund of funds manager.
• Director, Fund of Funds
Wachovia (NYSE: WB) Large, multidisciplinary financial institution
• Senior Technology Analyst (IJL/Wachovia)
• Senior Vice President, Training (IJL/Wachovia)
• VP Corporate Services (IJL/Wachovia)
• Head of Corporate Finance/Research (IJL/Wachovia)
• Director, Investor Strategy (IJL/Wachovia)
• Vice President/Estate Planning Advisor, Investment Management Group
• Vice President/Financial Advisor, Investment Management Group
First Citizens Bancorporation; A Columbia, SC-based $5B privately-held bank
• Chief Compliance Officer
• Group Executive, Upstate
First Citizens BancShares (NASDAQ: FCNCA); A Raleigh, NC-based $16B commercial bank
• Executive Vice President, Wealth Management
• Chief Marketing Officer
• Chief Information Officer
• Chief Financial Officer
• General Auditor
• Group Vice President, Human Resources
• Area Executive
Integrity Financial; a $600MM financial services holding company
• Chief Operating Officer, Catawba Valley Bank
• Senior Executive Vice President, First Gaston Bank
Morgan Keegan; Investment banking and brokerage firm
• Managing Director, Mergers & Acquisitions
• Senior Healthcare Equity Research Analyst
Regions Financial; $140B regional financial institution
• Senior Vice President, Corporate Lending
• Senior Commercial Lender
The South Financial (NASDAQ: TSFG); A $14B commercial bank
• Director of Operations
• General Auditor
Unified Financial Services; A nationally chartered trust company
• Executive Vice President, Wealth Management
• Executive Vice President, Advisory Services
US Trust Company; An investment management company with $80B+ under management providing fiduciary and private banking services.
• Head of Private Banking for the Carolinas
• Senior Trust Officer
• Portfolio Manager
• Business Development Officer
Zenith Insurance Group (NYSE: ZNT); A $2.7B workers’ compensation insurance holding company
• Vice President, Charlotte Branch Managers
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Manufacturing/Business Services
Our expertise in manufacturing/business services spans all operational and strategic roles critical for our clients' success. Our experts serve both global and local players with functional experience ranging from Vice President, Operations to CEOs.
Selected Credits
Ajax Rolled Ring & Machine Company (backed by Dogwood Equity); One of the premier steel roll ring providers in the United States
• Chief Executive Officer/President
Associated Asphalt (backed by Thayer Capital);The premier liquid asphalt providers in the United States
• Chief Financial Officer
Augusta Coating and Manufacturing (backed by Geneva Merchant Banking Partners); A contract manufacturer that designs, fabricates, and coats (electro and powder) parts for the non-automotive OEM
• Vice President, Sales
• Director of Operations
Cargo Airport Services (backed by MidMark Capital); An international full service cargo handling company
• President
C.C. Dickson Company; An HVAC distribution company
President
• Vice President of Operations and Sales
• Director of Information Technology
CPP International; A privately held consumer paper product company
• Vice President of Marketing
• Vice President of Sales
Fresh Foods, Inc.; A privately-owned $285MM manufacturer and distributor of processed food products
• Chief Financial Officer
• Vice President, Human Resources
General Dynamics, SATCOM Technologies; An industry-leading manufacturer of ground-based satellite equipment (known as Tripoint Global prior to merger)
• Chief Financial Officer
• Director, Export – Import Compliance
Insource (backed by Wakefield Group and Petra Capital); A privately-owned company that provides comprehensive, task-specific labor management and engineering solutions in manufacturing and distribution
• Vice President of Sales
MISTRAS Holdings Group (backed by Thayer Capital); A global nondestructive (NDT) company
• President
National Gypsum; The second-largest gypsum wallboard manufacturer in the United States wood products
• Vice President, Finance
Plan Express (backed by SSM Partners and Frontier Capital); A fast-growing document logistics technology company
• President & Chief Operating Officer
• Vice President of Sales
Radiator Specialty Company; A manufacturer of specialty automotive accessories
• Chief Executive Officer
Surfaces (backed by Geneva Merchant Banking Partners); A manufacturer, distributor, and installer of solid surface products for commercial and residential markets
• President
Synventive (backed by Advent International); One of the world’s largest providers of hot runner systems, machine nozzles, temperature controllers and sprue bushings for the injection molding industry
• Chief Financial Officer
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Not-For-Profit
Sockwell has served the not-for-profit market since the firm's inception. Our clients include chambers of commerce and economic development organizations, community development groups, cultural/arts organizations, education (K-12, higher and related organizations), foundations, human service organizations, and professional and trade associations. These clients include private, public-private partnership, and public organizations.
Selected Credits
Charlotte Regional Partnership; A public/private economic development partnership for a 16-county region
• President & CEO
Discovery Place; One of the country’s finest science centers, headquartered in Charlotte, NC with two satellite locations
• Chief Financial Officer
• Vice President, Development
• Vice President, Discovery Experiences
Kentucky Cabinet for Economic Development; The primary state agency in Kentucky responsible for growing technology-based jobs and companies
• Commissioner for New Economy
Mayerson Foundation; A private foundation focused on education issues in Ohio
• President
MetaCyte; A Louisville life sciences accelerator/incubator
• President
North Carolina Citizens for Business and Industry; North Carolina’s state Chamber of Commerce
• President and Chief Executive Officer
Northwest Evaluation Association (NWEA); A national educational assessment organization based in Portland, OR
• Chief Executive Officer
• Director, Government Relations
Queens University; A private, Presbyterian university
• Dean, McColl School of Business (promoted to President)
Research Triangle Park Foundation; The managing entity for the world-renowned, 6,000-acre Research Triangle Park
• President & CEO
Wake Forest University Piedmont Triad Research Park; 200-acre urban, mixed use research park
• President
Yale University; A renowned Ivy League university
• Managing Director, Office of Cooperative Research
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Real Estate
Our real estate practice has been vital to our firm since its inception. In fact, many of our real estate client relationships span the life of our firm. Our experience covers the entire industry...from industrial, commercial and residential REITS to private developers and property management companies. Our functional experience ranges from CEOs to field level general managers.
Selected Credits
AAC; A private real estate and development company
• Executive Vice President, Property Management
• Vice President, Raleigh Division
Balfour Beatty (known as Centex Commercial Construction Group prior to merger); A diversified commercial construction company
• Chief Operating Officer, Southeast Construction Region
• Northeast Project Executive
• Operations Manager - Education Division
Biltmore Farms; A private real estate investment and development company
• Vice President, Community Development
• Vice President, Home Building
• Chief Financial Officer
The Beach Company; Private, full service real estate company
• Vice President, Development – Office/Industrial
• Vice President, Development – Multi-Family
Crosland; A private, full service real estate company
Chief Financial Officer
• Division President, Tennessee
• Division President, Lillian Floyd Homes
• Vice President, Construction
• Vice President, Retail – Triangle
Discovery Land; A national developer of world-class golf and residential communities
• Vice President, Finance
Levitt Corporation (NYSE: LEV); A publicly-traded homebuilder and master planned community developer
• Senior Vice President, Supply Chain Management
Mountain Air; A private real estate investment and development company
• Chief Financial Officer
Regency Centers (NYSE: REG); A grocery-anchored, neighborhood and community center retail REIT
• Vice President, Development – Washington, DC
• Vice President, Development – Philadelphia, PA
ProLogis Trust (NYSE: PLD); An industrial REIT
• Senior Vice President, Construction
• First Vice President – Asset Services
• Vice President, Market Officer - Houston
• Vice President, Market Officer - Washington/Baltimore
• Vice President, Global Services
St. Joe Company (NYSE: JOE); A diversified real estate operating company
• General Counsel
• Senior Vice President, Land
• Vice President, General Manager - Southwood
• Director, Human Resources - St. Joe Commercial
• Vice President, Land Sales and Development
• Commercial Development Director, Panama City
• General Manager, Pier Park
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Technology
Our technology practice spans all facets of this burgeoning industry. We have completed assignments across the spectrum from Internet to telecommunications, to consulting. We have effectively met our technology clients' "need for speed," sometimes introducing candidates within two weeks. At the same time, we have successfully upheld our commitment to a complete and thorough assessment of the entire marketplace to find the absolute best candidate for our clients.
Selected Credits
Apex Analytix (backed by Noro-Moseley and Wakefield Group); An audit recovery software and services company to Fortune 500 Companies
• Board of Director
• Senior Vice President, Sales & Marketing
• Vice President of Operations
• Vice President of Audit Operations
Blackbaud (previously backed by Hellman & Friedman and JMI Equity; recent IPO – NASDAQ: BLKBD); A private software company serving the not-for-profit industry worldwide
• Vice President, Professional Services
• Director of Internet Services
• Manager of Inside Sales
CallMiner (backed by InterSouth Partners, Inflexion Partners, Village Ventures, and In-Q-TCore Capital,); A leading developer of enterprise class speech analytic software solutions
• Chief Executive Officer
• Vice President of Sales
Click Tactics (backed by TH Lee/Putnam Ventures, Wakefield Group, IDG Ventures); A web-based marketing solution business
• Senior Vice President of Operations
Connecture (backed by SSM Ventures, Chrysalis Ventures, LiveOak Equity Partners, Total Technology Ventures); A leading provider of integrated web-based sales and service automation solution business for the health benefits insurance industry
• Chief Operating Officer
DST Innovis (a subsidiary of DST Systems (NYSE: DST); A customer care and billing software provider to the broadband industry (Comcast and Direct TV customers)
• Senior Vice President of Software Development
• Vice President of Sales
• Vice President of Finance
• Vice President of Quality Assurance
• Vice President of Human Resources
• Strategic Relationship Director
• Director of Business Development
• Director of Product Planning
• Director of Project Management
Fairpoint Communications; A Rural Local Exchange Carrier (RLEC) that provides integrated data, voice, and internet packages to small to mid-size businesses and households in rural areas across 17 states
• Vice President of Human Resources
Peak 10 (backed by Seaport Capital, Frontier Capital, and Capital South); A co-location and managed network services provider
• Vice President of Sales
• Vice President of Service and Support
Trinity Convergence (backed by InterSouth Partners, Core Capital, and Mid-Atlantic Venture Funds); A developer of embedded VoIP software
• Chief Executive Officer
Volantis (backed by Accel Partners, Kennet Venture Partners, and Softbank Europe); A mobile internet infrastructure software company
• Vice President, Worldwide Sales
• Vice President, Product Development
• Worldwide Strategic Manager
• Director of Technical Sales
• Southeast Sales Engineer
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Venture Capital & Private Equity Credits
Sockwell Partners has performed over 100 searches for venture capital and private equity-backed companies. Our clients include portfolio companies of these leading firms:
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Selected Credits |
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Academy Funds |
Accel Partners |
Advent International |
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Advent International |
Allied Capital |
Anthem Capital Partners |
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Anthem Capital Partners |
Banc of America Capital Investors |
Blue Point Capital |
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Brook Venture Partners |
Brooke Private Equity |
Capital South |
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Chrysalis Ventures |
Cinergy Venture |
Core Capital |
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Council Ventures |
Dogwood Equity |
Frontier Capital |
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Geneva Merchant Banking Partners |
Hellman & Friedman |
HIG Capital |
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Hunt Private Equity Group |
IDG Ventures |
Inflection Point |
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Inflexion Partners |
In-Q-Tel Capital |
InterSouth Partners |
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Jefferson Capital |
JMI Equity |
Joseph Littlejohn & Levy |
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JP Morgan Partners |
Kelso Company |
Kennet Venture Partners |
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Kinetic Ventures |
Lime Rock Partners |
LiveOak Equity Partners |
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Lovett Miller |
Mid-Atlantic Venture |
Mid-Atlantic Venture Funds |
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MidMark Capital |
Navigator Equity |
New Capital Partners |
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Noro-Moseley |
Novak Biddle |
Nth Power |
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OPG Ventures Capital |
Petra Capital |
Prometheus Partners |
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Seaport Capital |
Sevin Rosen Funds |
Siemens Venture Capital |
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Softbank Europe |
Southeast Interactive |
SSM Partners |
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TH Lee/Putnam Ventures |
Thayer Capital |
Total Technology Ventures |
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Village Ventures |
Wakefield Group |
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