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Flexibility
Shamrock Capital understands the interests and needs of shareholders, owners, operating managers, employees and the surrounding community. Each investment is customized to address and satisfy the needs of all parties involved.
Equity Position for Management and Sellers
Shamrock Capital is focused on partnering with management and provides management with substantial equity to ensure the team is rewarded for the value created as a leadership group. Through structured recapitalizations, owners can sell a portion of their equity position to secure personal liquidity while retaining an ownership interest as they continue to operate the business.
Future Growth
Shamrock Capital is most interested in designing and implementing growth strategies with partner management groups. Shamrock Capital specializes in originating, structuring and financing add-on acquisitions and consolidation strategies.
Confidentiality
Discussions and shared information between Shamrock Capital and management are held in strict confidence. Shamrock Capital will sign Confidentiality Agreements and Non Disclosure Agreements whenever necessary. In addition, Shamrock Capital is a private company and is not required to report or share information with any public or private regulatory entity.
Transaction Closings
As a privately held firm, Shamrock Capital has the ability to close transactions expeditiously. A typical Shamrock Capital transaction will close 60-90 days from introduction.
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Ray E. Lopez
Managing Partner
Prior to starting Shamrock Capital Partners, Mr. Lopez was Vice President of Strategic Planning and Acquisitions for Shamrock Corporation. As Vice President, Mr. Lopez designed the planning, investment, business development and acquisition strategies for Shamrock Corporation and its portfolio companies.
In addition to merger and acquisition experience, Mr. Lopez has significant startup experience. In 1996, he founded Innovative Learning Products, Inc., a company sold in 1999 to Shamrock Corporation. From 1990 through 1996, Mr. Lopez worked for Texas Commerce Bank, ColumbineVenture Funds and Southwest Harvard Group, gaining significant banking, venture capital and private equity experience. Mr. Lopez is currently an active angel investor and a member of the Piedmont Angel Network. Mr. Lopez holds a B.B.A in Finance from the University of Notre Dame and an M.B.A. from Arizona State University.
Mr. Lopez's primary responsibilities at Shamrock Capital include originating deal flow, qualifying acquisition opportunities, structuring and negotiating transactions, performing due diligence, arranging financing and working with all Shamrock Capital companies on various strategic planning, sales and marketing initiatives, and operations.
Steve Wulf
Managing Partner
Prior to joining Shamrock Capital Partners, Mr. Wulf was an executive at ClaimIQ, a venture-backed enterprise software company. As Vice President and a member of the senior management team, Mr. Wulf led the company from startup in 2000 through acquisition in 2005. During his tenure, Mr. Wulf succeeded in managing early-stage company launch, obtaining financing, developing product and sales strategies, selling and delivering solutions, managing large accounts and building a services organization.
In addition, Mr. Wulf has over 12 years of strategic and operational management consulting experience with Deloitte Consulting and Ernst & Young. During that time, he focused on operations and product development strategies, customer relationship management and supply chain management for manufacturing and high-tech companies. Mr. Wulf holds a B.B.A. and M.B.A. from the University of Notre Dame and is a Certified Public Accountant.
Mr. Wulf’s primary responsibilities at Shamrock Capital include identifying prospective acquisition companies, performing due diligence, structuring and negotiating transactions, managing the transaction close and working with all Shamrock companies on strategy, operations and technology issues.
David M. Worth
Special Limited Partner
Mr. Worth is co-founder of Shamrock Capital Partners and is an owner, Chairman & CEO of Shamrock Corporation, a large, privately held, family operated, consumer products company. Shamrock Corporation owns a portfolio of businesses located throughout the United States. Mr. Worth is a member of the Regional Advisory Board of Wachovia Bank and a board member of the Community Foundation of Greater Greensboro. Mr. Worth holds a B.A. in History from the University of North Carolina at Chapel Hill.
Robert P. Worth
Special Limited Partner
Mr. Worth is co-founder of Shamrock Capital Partners. Mr. Worth is an owner, Executive Vice President & Treasurer of Shamrock Corporation, a large, privately held, family operated, consumer products company. Shamrock Corporation owns a portfolio of businesses located throughout the United States. In addition, Mr. Worth is President of Southern Securities, Ltd., a privately held company engaged in wholesale sales of raw paper, equipment and real estate leasing, real estate development, and various investment activities. Mr. Worth practiced law for the District Attorney in Greensboro, NC for several years. He holds a B.A. from the University of North Carolina and a J.D. from the University of North Carolina School of Law.
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