There is no recent news or activity for this profile. This Marina Drive oceanfront lot is one of Southern Californias few bluff-top properties with a [+] private staircase directly to the beach. M&A Summary M&A Total Activity 3 M&A Buy Activity 3 Total Sectors Invested 3 Total Countries Invested 1 M&A Buy/Sell Connections 1 Lorient Capital 55 West Maple Road, Birmingham, Michigan 48009 United States (248) 247-3900 Prior to joining the Lorient team, Cara spent nearly five years in public accounting at Plante Moran providing financial statement assurance services to venture capital and private equity firms. Following her distinguished career in radio, Sherri joined MFO in June of 2021. "We are grateful for the opportunity to continue building lasting partnerships and relationships with great healthcare entrepreneurs and clinicians to serve patients and their families by providing better care at lower costs," said Mitchell and Berman. David is a certified public accountant and holds a MS in accountancy and a BBA from Loyola University Chicago. Its headquarters is located at Birmingham, Michigan, USA. Founder & Managing Partner, Mitchell Family Office, To view Mark Mitchells complete positions history, request access, To view Mark Mitchells complete board seats history, request access, To view Mark Mitchells complete deals history, request access, Youre viewing 10 of 30 network. Previously, Brian was a Partner at Lorient Capital Management following its spin-off from MFO and was a General Partner in Lorient Healthcare Fund I. Designed by BMG MEDIA. He served as Board Member at ClearGage. Berman, one of Lorient's managing partners, was a Crain's 20 in their 20s honoree in 2016. Brandon received an MSF and a BBA with honors in Finance from Walsh College. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. Before joining the Lorient team, he served as Vice President of Finance at Huron Capital Partners, a lower middle market private equity firm. The contemporary style, exclusivity, low key luxury and comfort coupled with all the amenities, charm, weather and activities of Santa Barbara are unmatched in any coastal community, says Kogevinas. Number of Exits 1. . Jordan is a certified public accountant and holds a B.S. In Santa Barbara, a helicopter is hovering over 4305 Marina Drive, a luxurious estate in the upscale Hope Ranch enclave. All rights reserved. A grand contemporary staircase ascends beneath soaring ceilings, triple-height windows and a custom [+] chandelier. Ziegler, a healthcare investment bank. As an operationally focused firm with deep roots in healthcare, Lorient seeks to form partnerships with entrepreneurs and executives to help transform their emerging healthcare companies into industry leaders. Receiving Committee Name Contributor First Name Contributor Last Name/Organization Contributor City Contributor State Contributor Employer Cumulative from David Berman Managing Partner. Todd is responsible for all the investment and trading decisions in the MFO Hedge Fund, while continually developing new strategies and improving and optimizing current strategies. Industrial-style two-bedroom suite with bath and kitchen. And it can be yours for $27.5 million, courtesy of Suzanne Perkins of Compass and Nancy Kogevinas of Berkshire Hathaway. Gabriela is an Office Manager at Lorient Capital. Jordan was also an acting CFO at Home Care by Black Stone, an investment banker with Ziegler, and provided buy-side financial due diligence and restructuring advisory services at PricewaterhouseCoopers. He currently serves on the board of directors for American Health Partners and ClearGage. Karolien holds a BA in Project Management. Lorient was spun off in 2018 from Mitchell's family office. Brian is responsible for sourcing and managing new investment opportunities and overseeing the operations of MFOs private capital group. Todd received a B.A. Staying current is easy with Crain's news delivered straight to your inbox, free of charge. 2023 Lorient Capital. The Marina Drive estate is beautified by manicured lawns, lush gardens, paved terraces, gravel [+] pathways. Over 20 years, he grew USMM from a single practice location into a diversified healthcare enterprise spanning nine service lines, two thousand employees, fourteen states, and serving over 50,000 patients annually. Brad Rhodes: Will your student loan debt last into retirement? Josh graduated Magna Cum Laude from the University of Vermont with a Bachelor of Science in Business Administration, focusing on Finance, and an Economics Minor. The residence also has an open kitchen, family room, full bar and an extra prep catering kitchen. He joined Crains in 2020 after six years as a reporter at MiBiz. Josh has spent the majority of his career working with healthcare entrepreneurs focused on growth and operational efficiency, with an emphasis on provider services, post-acute and healthcare information technology. Detached second residence and fruit orchard. "I have spent my entire career advising and operating early-stage and middle-market companies and saw a large opportunity to build a platform to invest in and help grow these types of businesses," he told Crain's at the time. BIRMINGHAM, Mich., Feb. 19, 2019 /PRNewswire/ --Lorient Capital Management ("Lorient") is pleased to announce the closing of Lorient Healthcare Fund (the "Fund"), at its hard cap of $122 million as of July 2018. This is a BETA experience. Founder of Visiting Physicians Association (VPA), Mark grew VPA into the largest physician housecall practice in the U.S. with 40+ locations in 14 states. BIRMINGHAM, Mich., Feb. 19, 2019 /PRNewswire/ --Lorient Capital Management ("Lorient") is pleased to announce the closing of Lorient Healthcare Fund (the "Fund"), at its hard cap of $122 million as of July 2018. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. Co-founders Mark Mitchell and David Berman currently serve as managing partners of the Birmingham . She most recently managed the construction of the Daxton hotel under the development company, handling all aspects of the project. Mark Mitchell Co-Founder & Managing partner. He previously worked as President at Rockport Healthcare, Californias largest post acute provider, comprising 90 Skilled Nursing and Assisted Living Facilities. Our distinctive approach blends our roots as entrepreneurs, operators, and investment professionals to build market-leading healthcare services companies. Her vast knowledge in the industry is evident from her tenure in the field and she continues to be an asset to the MFO team. Mark Mitchell - Director Information, Funds, Firms. A grand contemporary staircase ascends beneath soaring ceilings, triple-height windows and a custom chandelier. Private Capital. Providing more than just capital, Lorient's team works hand-in-hand with management to execute on strategic initiatives, build infrastructure, and hire exceptional talent; a strategy that Lorient's partners have used in the past to drive average annual revenue growth of over 50% for other emerging healthcare companies. He started his career in hospitality in India and his journey as he progressed with the illustrated brands brought him and his family to destinations like Bali, Indonesia, Singapore, Bahamas, Washington D.C, Austin, Texas, Aspen, Colorado, Park City, Utah, Charlotte, North Carolina, Nashville, Tennessee and finally a brief stint of consultancy at Langham Chicago before Daxton came calling. Greater New York City Area Vice President Griffin Financial Group Jul 2013 - Feb 2018 4 years 8 months. Total number of employee profiles an organization has on Crunchbase, Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. Clint holds a bachelors in business from Alma College. Jan 2014 - Present9 years 4 months. Jeff specializes in contract, corporate and real estate law. Alyssa founded DDAM in 2020, after working in strategy and operations at Baja East. Lorient Capital Mar 2017 - Mar 2021 4 years 1 month. He earned a Master of Science in Finance from Vanderbilt University. All rights reserved. James (Jim) Oegema has been the President of Mitchell Family Office since February of 2019. She earned her MBA in Finance from Wayne State University and brings with her 30 years of accounting and finance experience from several industries which include professional services, manufacturing, and distribution. Josh Burrows is responsible for sourcing and managing new investment opportunities and overseeing the operations of MFOs private capital group. Mark created one of the first pioneering accountable care organizations (ACO), which serviced over 30,000 high-risk Medicare beneficiaries and became one of the most successful ACOs in the country, saving CMS over $40 million per year by its second year.In 2014, Mark sold his interest in USMM to Centene Corporation (NYSE: CNC) and continued to direct all the operations of USMM/VPA as CEO until he departed in 2015. Sign up for our Morning 10 newsletter to get the local business news you need to know to start your day. 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Mark previously founded and served as CEO of U.S. Medical Management (USMM), a provider of an integrated continuum of home based healthcare services to vulnerable patients across the United States. In that role Jim works cooperatively with Mark Mitchell to oversee all of the business and investments owned by the Mitchell Family. He previously worked at The Ensign Group (NASDAQ:ENSG) where he led expansion into Southern California markets for both real estate and skilled services operations. All rights reserved. Clint works with portfolio companies to build scalable financial and operational reporting, infrastructure, and processes. Public Markets. Rajesh Radke Managing Director, The Daxton Hotel. At DDAM we believe in building long terms relationships - with our friends, family, customers and with our planet. Prior to joining Lorient, Gabriela worked as an Office Manager and Community Lead at HITCOWORK in Buenos Aires, Argentina, supervising and coordinating the management of various headquarters. in Economics from Michigan State University. Especially when beach access awaits. She first served as Executive Assistant to the Founder/CEO of U.S. Medical Management. Indoors, custom lighting and shades, glass walls, and concealed pocket doors invite energy and panoramic ocean views into expansive living spaces. In addition to home-based primary care, USMM provided home health, hospice, pharmacy and DME services to more than 50,000 patients annually. Birmingham, Michigan, United States View. Partner at Mitchell Family Office. A soft color palette is accented by wood panels and tasteful marble floors. You may opt-out by. CEOs, and management teams, bringing our firsthand healthcare experience and creativity to the day-to-day challenges of scaling their businesses. With over a decade of work experience, Renee offers unique and wholistic design services for high end luxury residential and commercial projects in Michigan and throughout the country. Prior to joining Mitchell Family Office, Jake worked at ValStone Partners, a private equity real estate fund manager with nearly $1 billion in assets under management. What Causes Turbulence On Flights And Is It Dangerous. Since 2018, Adam's business has delivered a niche product to the luxury vehicle market while gaining critical acclaim. Mark Mitchell is Mng Partner/Co-Founder at Lorient Capital LLC. Lorient Capital's headquarters is located in Birmingham, Michigan, USA 48009. View original content to download multimedia:http://www.prnewswire.com/news-releases/lorient-capital-closes-122-million-fund-exceeding-target-300797508.html, The Portage la Prairie Mutual Insurance Company Selects Guidewire InsurancePlatform for Claims Management. Jennifer is a proud graduate of Western Michigan University. "We are grateful for the opportunity to continue building lasting partnerships and relationships with great healthcare entrepreneurs and clinicians to serve patients and their families by providing better care at lower costs," said Mitchell and Berman. Shortly thereafter, he founded MSA in 2015 to re-envision his favorite off-road vehicle, the Hummer H1. Get Verified Emails for 24 Lorient Capital Employees Enter employee name to find & verify emails, phones, social links, etc. A spiral staircase ascends to the third floor Japanese soaking tub. Upstairs the master suite links to a spa bath, oceanfront gym, office and large private terrace. (Finance) 2005 - 2009 Skills Financial Modeling Mergers & Acquisitions Valuation see more David Berman Email Address 0% David Berman Phone Number 0% View David's Email & Phone (It's Free) Jim was also directly involved in the construction and opening of the Daxton Hotel, located in Birmingham, Michigan. Lorient Capital's Managing Partner, Mark Mitchell, cur. Since joining the Mitchell Family Office, Jim has participated in more than $500,000,000 of sales and acquisitions of companies. He serves as Chairman at MedCerts. Adam Mitchell CEO Mil-Spec Automotive. Mark Mitchell is a Managing Partner and Co-Founder of Lorient. Prior to taking the charge of Daxton Hotel, Raj spent the past two decades working at some of the worlds most renowned & revered brands including Four Seasons Hotels & Resorts, St. Regis Hotels & Resorts, and The Luxury Collection Brand. About The Fund. Mark remained the largest . Mark attended the University of Detroit where he studied Finance and Economics. She graduated from the International Academy of Design & Technology in 2010 with a Bachelor of Fine Arts in Interior Design. Trevor started his career at Mercer focusing on actuarial valuations of retiree medical plans. The Fund will seek to invest $10 to $25 million of equity capital into high growth healthcare companies in the areas of physician practice management, post-acute care, behavioral health, and outsourcing. Lorient is a private equity firm that partners with founder-owned, patient-focused healthcare businesses striving to become category leaders. Mark Mitchell is a Managing Partner and Co-Founder of Lorient. Visitors can stay in the downstairs guest suite or in the newly constructed, detached in-law/staff residence. The company started trading on 1 January 2015 and has 11 employees. Find out how you can submit Their registration number is None, and the company is filed as Active. In 2018, Mark spun off a portion of his healthcare investment portfolio and was co-founder of Lorient Capital, a healthcare private equity company. Lorient is a private investment firm focused exclusively on the healthcare industry. He is active in the placement of . healthcare enterprise spanning nine service lines, two thousand employees, fourteen states, and serving over 50,000 patients annually. Management Lorient Capital Email Format Lorient Capital uses 1 email formats. Jim is a graduate of the University of Michigan Law School (Cum Laude) and the University of Michigan (With Distinction). Prior to joining Lorient, Jordan served as VP of Corporate Development with Almost Family, a national home healthcare company. Products: PPG (Private Portfolio Group), a division of MSIM, manages over $4 billion and 5,000 SMA's (Separately . As a member of the Portfolio Company Operations Team, he partnered with portfolio companies and their management teams from the due diligence process through the exit to help promote growth, efficiency, and the overall success of the business. Neither of Lorient's managing partners, David Berman or Jordan Broome, responded to multiple messages seeking further information. Chad Hoffmeyer is the President & Owner of Local Commercial Capital. He has served as the Chief Financial Officer for companies ranging from startup to $800 million in revenues. Previously, Josh was a Principal at Lorient Capital, and served on the board of directors for Elite Patient Care. This is where the mountains meet the sea. Lisa provides sound data strategies that help scale and grow every aspect of a business. Kelly joined the MFO team in 2017. Specific uses for the newly raised funds are unclear. Lorient Capital has 3 current employee profiles, including Managing Partner David Berman. Mark Mitchell Founder & Managing Partner. Prior to joining MFO, she spent ten years in public accounting providing tax and accounting services for individuals and small-to-mid size businesses in a variety of industries, with a concentration in real estate, construction contractors, and professional services. He previously covered finance and tech startups. See Mark Mitchell's compensation, career history, education, & memberships. The Lorient fund was started as a family office, with capital coming from cofounder Mark Mitchell, as Crain's has previously reported. in Finance from Purdue Universitys Krannert School of Management. Joe is responsible for sourcing and managing healthcare real estate investments as well as the asset management of the firms healthcare real estate portfolio. It's one of the very few homes in Hope Ranch with direct beach access.. Jim Oegema President . He holds a BS in Business Administration from Georgetown University. Sherri Dagastino Office Manager / Executive Assistant. Managing Partner @ Lorient Capital Vice President @ US Medical Management Associate @ Ziegler see more Education University of Maryland College Park B.S. Mike is a Senior Associate at MFO Investments. These funds often invest in the rounds preceeding the rounds of Lorient Capital: 1 Martis Capital Typical Co-investors Lorient Capital is more likely to invest in rounds together with the following funds: 1 Baoguang Investment Management 2 Chuling Chuangtou Funds investing in following rounds Lorient thinks local with new $250M investment pool New firm aims at health care, other sectors Managing partner Mark Mitchell (left) and partner David Berman are moving Lorient Capital. Jordan works with hyper-growth healthcare services and technology companies to develop scalable teams, infrastructure, systems, and processes. Todd Mitchell Head Trader & Chief Market Strategist. He previously founded and served as CEO of U.S. Medical Management (USMM), a provider of an integrated continuum of home-based healthcare services to vulnerable patients across the United States. 2023 PitchBook. Strategies. Rhiannon ensures the Lorient Team is running at full caliber. Mark attended the University of Detroit where he studied Finance and Economics. He served as Board Member at ClearGage. During her involvement at Mark Mitchell's portfolio businesses, she has managed special projects to include implementation of payroll and HR back office systems for a . Lorient Capital - Healthcare-Focused Investors Providing capital for mission-driven entrepreneurs. 2 lorientcap.com; aol.com; N Douglas Shinkle Vice President . Emma works alongside the Operations and Business Development teams at Lorient to support recruiting and marketing efforts. Jennifer has been an integral member of Mark Mitchells portfolio of businesses since 2004. While at ValStone, Jake was primarily responsible for the asset management of a portfolio of over 5,500 units of senior housing across the United States. Investment Stage Private Equity. Lorient Capital has raised $122 million for its new healthcare fund, according to an SEC filing. Trevor also holds a Bachelor of Arts in Economics and German from Valparaiso University where he graduated Summa Cum Laude and Phi Beta Kappa. Daxton is poised to become the destination authority in luxury hospitality in Birmingham and beyond under Raj's servant leadership. Tim leads our Capital Formation efforts including raising fund and coinvest capital in support of Lorients investment strategy. Over 20 years, Mark grew USMM from a single practice location into a diversified. That's despite a 14 percent decline in total global PE activity last year, according to the Bain report. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. in Business Management, Finance & Economics, and an M.S. Ben is responsible for equity valuation and options trading. See more CEO Lorient Capital's Managing Partner, Mark Mitchell, currently has an approval Lorient Capital's primary competitors are Website lorientcap.com Competitors Total funding of the company - $122M. Prior to joining Lorient, Tim spent 17 years advising private equity firms on capital raisings while he was at Credit Suisse and Moelis & Co. Tim started his career in investment banking roles at PricewaterhouseCoopers Securities and Citigroup. Notably, Lorient's four partners have founded and held executive level positions as CEO, COO, CFO, amongst others, in businesses ranging from private start-ups to public companies with over $40 billion in revenue. Gabriela graduated from U.R.U College in Maracaibo, Venezuela with a BA in Architecture. http://www.prnewswire.com/news-releases/lorient-capital-closes-122-million-fund-exceeding-target-300797508.html, PERSONAL FINANCE: Managing your workplace retirement plan in volatile times, Turn home equity into income in retirement, 10 tips for a successful journey to become a top financial advisor, 5 questions for couples to ask before they retire. View Guidelines. Stay Connected. In 2014, Mark sold a majority interest in USMM to Centene Corporation, a Fortune 200 Medicaid HMO, at an enterprise value of $325 million. He served on the Board of Directors for Altair Health, Pelvic Rehabilitation Medicine, and NavCentral. With a group of three other officers, he took Presideon Corporation public via a reverse merger, raising subordinated debt in the process. Number of Organizations that the person founded, Algorithmic rank assigned to the top 100,000 most active People, Where the person is located (e.g. LORIENT CAPITAL LLC; Agent Name JAMES OEGEMA Agent Address UNIT 333, 401 S OLD WOODWARD AVENUE, BIRMINGHAM, MI, 48009 . Master suite with spiral staircase, fireplace and open-air pocket doors. Andrew is responsible for overseeing the operations of MFO Capital. Rotunda breakfast room overlooking the pool deck. He attended the University of Detroit where he studied Finance and Economics. The Mitchell Family Office was founded in 2015 by Mark Mitchell a serial entrepreneur who started his first business at the age of 15. . Win whats next. Prior to MFO, Phil worked for Greenwich Capital Group, a middle-market investment bank focused on M&A advisory, valuation analysis, and various types of capital raising initiatives. Lorient is a private investment firm focused exclusively on the healthcare industry. Brandons responsibilities include creating a daily news report, evaluating equity investments, sourcing trades, quarterly revision of trading criteria, and other duties. The separate filings show a total of 27 investors for the three separate funds: In February 2019, the fund announced that it closed on $122 million for its Lorient Healthcare Fund, which aimed to invest between $10 million and $25 million in equity capital "into high growth healthcare companies in the areas of physician practice management, post-acute care, behavioral health, and outsourcing," according to a news release at the time. Prior to joining Luna Entertainment, Jim was an attorney at Dykema Gossett in the Government and Policy Practice Group. In 2018, Mark also co-founded Lorient Capital, a lower-middle market healthcare private equity company. Lorient has assembled a strong team with deep experience owning, operating, growing, and selling healthcare companies. Nick Manes is a reporter covering residential real estate and local mortgage companies for Crains Detroit Business. Prior to House of M Design, Renee was a lead designer at McIntosh Poris Associates and Scott Shruptrine Interiors, where she designed award winning luxury residential, commercial, and hospitality projects. Off the kitchen, the glass-walled rotunda overlooking the pool terrace is an ideal everyday dining space. Elizabeth Sullwold Interior Design Assistant, House of M Design. Team. Prior to joining Lorient, she worked in venture capital and consulting for companies in the US and Europe. Elizabeth joined House of M Design in 2020. Before coming to Lorient, Rhiannon worked with Custom Home Health. Jake also assisted in the acquisition of potential senior housing investments and firm operations. Rhiannon holds a BA in health and society. Join Mergr to view Lorient Capital's full profile and discover more small private equity firm investors just like it. in Finance from Grand Valley State University. in accounting and finance from Ithaca College. Founded Date 2015. LAWYERS TO AVOID* We believe the following lawyers are guilty of unethical practices. He also handles risk management and performance tracking of the trading portfolios, as well as the generation of new trading strategies with over a decade of equity and option trading experience. CVS expects $2 billion hit from Medicare Advantage ratings, Centene losses, Walgreens CEO: Next acquisition may be a tech company, Mortgage rates climb to 6.29%, highest since 2007, General Motors plans $200M EV parts plant at Palace of Auburn Hills site, Detroit city airport on shortlist for flying taxi maker's new plant, Restaurant Roundup: Detroit Hudson Caf to reopen in May; new concept from Vicari and more, Crash test pioneer Robert Denton and wife die in plane crash, Harley-Davidson: Not enough people to repossess all the motorcycles, Lorient Healthcare Fund II LP: raised $50.36 million, Lorient VBF Co-Invest LP: raised $12.5 million, Lorient Healthcare GP II Investment LP: raised $11.86 million. Fully automated by Savant Whole House, this main residence features a massive master bedroom with a lookout tower and soaking tub, a tiered home theater, three saltwater aquariums, tennis court, chef's vegetable garden and greenhouse, a fruit orchard, and rose gardenseverything you could ever want, says Perkins. Jeff also is a real estate broker, buying and selling properties across the United States and beyond.