Investment Focus


LVG seeks companies that represent the opportunity for significant growth. LVG intend to run its companies for the long-term and therefore, applies a patient, hands-on approach to its investment strategy, LVG realizes that building long-term value requires time and dedication.

LVG’s Key Investment Criteria:

Industry Focus:

  • Business Services
  • Light Manufacturing
  • Technology
  • Distribution
  • Medical
  • Health Care

Sales:
Up to $10 million in revenue

Profitability:
Minimum of $500,000 in cash flow (EBITDA)

Ownership:
Prefer complete ownership (100 percent) of the company

Geography:
San Francisco/Bay Area and relocate-able businesses in the US

Intermediaries:
We work closely with intermediaries, including investment bankers, business appraisers and brokers

Our Team


PRINCIPAL

Kellee Marlow is the principal of Lion Ventures Group, and oversees all acquisitions and operational activities. As an entrepreneur, Kellee has both successfully acquired and profitably managed a company. Earlier, Kellee worked with private investors and focused on identifying emerging technology companies for the O2 Venture Partners’ portfolio. Kellee also acted as interim operations director for O2VP’s portfolio companies, where she gained valuable day-to-day management experience. Prior to joining O2 Venture Partners, Kellee drove technology partnerships and market development activities for Sun Microsystems (acquired by Oracle). Kellee also has a strong background in marketing and public relations. Prior to working at Sun, Kellee worked in public relations at Burson-Marsteller (a subsidiary of Young & Rubicam) and Citigate Cunningham. Kellee also participated in the development of one of the first US-based HMO offerings in the healthcare industry, during the advent of these service products. In addition, Kellee has facilitated the fundraising of endowment chairs for the UCSF Medical School, Pediatric Division. Her financial analysis experience includes acting as the executive analyst at Royal Cruise Line. Kellee graduated from University of California, Berkeley with a Bachelor of Science degree in Business Administration.

 

ADVISORS

Lion Ventures Group’s vision is shared by a wide range of seasoned professionals who serve on LVG’s advisory board:

Erich Sager:
Mr. Erich Sager has been the Founding Partner and Chairman of Holding TwentyOne AG since 2009. Mr. Sager served as Executive Vice President of Business Development and Corporate Affairs of Zecotek Photonics Inc. since January 2007. Mr. Sager served as the Chairman and President of Calltrade Carrier Services AG since 2004. Mr. Sager served as a Partner of Limetree Capital AG since September 2006. Mr. Sager is a business executive in international private banking. He served as a Manager of equity4life AG. Mr. Sager served as President and Chief Executive Officer of DentalView, Inc. since April 2003. From 1982 to 2004, Mr. Sager held various senior positions with UBS Zurich, Deutsche Bank, Dresdner Bank and Belmont Invest, in Zurich. From 1978 to 1988, he served at UBS AG in various functions, including Head of Trading in London. From April 1994 to August 1996, Mr. Sager served as Senior Vice President and Head of Private Banking for Dresdner Bank (Switzerland) Ltd. From September 1991 to March 1994, he served as Vice President of Private Banking-Head German Desk for Deutsche Bank (Switzerland) Ltd. From 1981 to 1989, Mr. Sager served various positions at a number of banks in Switzerland.

Jim Grossman:
Mr. Jim Grossman’s wide-scope of experience includes international business transactions, corporate and securities law, acquisitions, venture capital financing and international arbitration/mediation. Since 2001, he has served on the boards of directors of public companies based both in the United Kingdom and the United States which have been listed on the London Stock Exchange, AIM, NASDAQ, and the TSX Venture Exchange. Previously, Mr. Grossman served as Chairman of the U.S. Foreign Claims Settlement Commission (appointed by President George H.W. Bush) and as chief negotiator for the United States in the tariff reduction acceleration round of the U.S.-Canada Free Trade Agreement (this pact was a precursor to the creation of NAFTA). Mr. Grossman is a graduate of the University of California at Berkeley (Phi Beta Kappa) and the Harvard Law School.

Vlad Shmunis:
Mr Vlad Shmunis is the Founder, CEO and Chairman of the Board for RingCentral. He founded RingCentral in 1999 and launched RingCentral’s cloud business phone service in 2003. Mr Shmunis has more than 25 years of industry and management experience. HeShmunis was named a 2014 Ernst & Young Entrepreneur of the Year™, Northern California Region. Mr Shmunis is a recipient of the 2010 Technology Pioneer Award, at the World Economic Forum in Davos, Switzerland, for the development of a life-changing technology innovation and is a named inventor on a number of U.S. patents.

Jim Herrmann:
President, Pacific Coast Capital, an investment banking firm specializing in acquisition services and business valuations. In the past 27 years, PCC has closed 65 transactions of middle-market companies. Jim has a BS in Metallurgical Engineering from Michigan State University and a MBA from Harvard.

What We Do


Lion Ventures Group (LVG) is a private investment company formed to acquire and operate niche market companies. We focus on established and profitable firms with up to $10 million in revenue, operating in the sectors of business services, light manufacturing, technology, distribution, medical and health care. LVG primarily seeks companies located in the San Francisco- Bay Area, as well as companies which are easily relocate-able.

LVG brings both capital and management expertise to its investment companies. LVG’s principal and advisors have diverse experience in financing, operating and growing leading companies ranging from early-stage start-ups and rising stars to publicly traded companies.

LVG’s emphasis is on building long-term value through growth, operational effectiveness, and strategic leadership. LVG adheres to the highest standards of integrity, trust, and honesty. We seek to build mutually beneficial relationships with prospective sellers, as well as their companies’ employees, management and customers.

Why LVG


LVG provides an exit strategy that benefits the seller, company and all involved. In addition, it offers the management expertise to lead the business into the future.

LVG values and adheres to the highest standards of integrity. LVG applies the following investment approach:

Full market price for a healthy business that has future growth opportunities.

Management that will lead the company after the sale. Our management team and advisory depth allows the owner an opportunity to exit the business for retirement, health, business, or financial planning reasons.

Company operated as ongoing entity. LVG seeks to acquire companies that can be operated for the long-term as a stand-alone entity.

Employee welfare. We are committed to the continuity of the employees and managers who have helped you build your company. We intend to retain your current staff to continue to grow the company.

Flexible deal structure. LVG works to structure a deal that makes sense for all parties involved, and takes into account the seller’s tax savings and financial planning needs.

Timely transaction, smooth transition. LVG believes in executing transactions in an efficient and professional manner. Once LVG and the seller agree on terms, LVG works to close quickly. Sellers have the opportunity to stay involved at an advisory level with the business, if desired, after the transaction.