Managing Partner at Fountain Partners
San Francisco Bay Area
- Current
-
- Managing Partner at Fountain Financial Partners
- Past
-
- CFO at StarMine
- Owner at Fountain Partners
- Equity Research Analyst, E-Commerce at Piper Jaffray
- Vice President at Boston Financial & Equity
- Commercial real estate lending group at Brookline Bancorp
- Bank-owned real estate group at Federal Savings Bank / U.S. Trust, now Schwab
- Recommended
-
4 people have recommended Tom - Connections
-
190
connections
- Industry
- Investment Management
Tom Carter, CFA’s Summary
Fountain Partners' finance company was formed at the beginning of 2006 to fill the gap between traditional lenders and equity financing. The company is independently owned and managed as a private source of business credit.
Tom Carter, CFA’s Specialties:
We consider all industries.
Tom Carter, CFA’s Experience
-
Managing Partner
Fountain Financial Partners
(Investment Management industry)
February 2006 — Present (3 years 6 months)
Fountain Financial Partners, LLC was formed at the beginning of 2006 to fill the gap between traditional lenders and equity financing. The company serves as general partner to one or more investment funds that provide capital to companies who have immediate or near term needs of $100,000 to $5,000,000 and our capital is structured in the form of lease lines of credit or sale and leasebacks. Larger transactions (deals in the $20M to $50M range) are considered on an individual basis through internal partner funds and outside syndicate partners. We consider any stage of company including entrepreneur backed (zero stage), angel or seed fund backed start ups, institutional or corporate venture capital backed companies, other private or publicly held companies. Fountain Financial Partners is positioned as a complement to, not a substitute for, traditional bank and equity capital.
-
CFO
StarMine
(Privately Held; 51-200 employees; Information Services industry)
September 2001 — February 2006 (4 years 6 months)
-
Owner
Fountain Partners
(Privately Held; Myself Only; Investment Management industry)
April 2001 — December 2001 (9 months)
Fountain Partners was formed to provide advisory services and personal capital to select companies focused on creating new products within the financial services sector.
Made direct investments in secured loans and passive investments in a private asset based lender and Redbrick Partners - real estate equity fund. Equity (angel) investments in CallStreet (acquired by FactSet) and Majestic Research.
Accepted full time CFO position at StarMine after initial fund raising advisory work. -
Equity Research Analyst, E-Commerce
Piper Jaffray
(Public Company; 201-500 employees; PJC; Investment Banking industry)
May 1999 — May 2001 (2 years 1 month)
Equity research, investment banking
Coverage narrowed from eCommerce to focus on internet delivered financial services and exchanges. Online brokerage, banking, credit, payments, software and exchanges. Coverage universe included: LendingTree, Mortgage.com, E-Loan, NextCard, S1, ESpeed, Intuit, Checkfree, Digital Insight, Homestore, E*Trade, Ameritrade, Datek, Schwab, Knite, Insweb, Instinet. Some privates we covered: Yodlee, eCredit, Financial Engines, Paypal/x.com, Datek/Island. -
Vice President
Boston Financial & Equity
(Privately Held; 11-50 employees; Banking industry)
May 1994 — May 1999 (5 years 1 month)
Venture leasing, asset based lending.
Heavy on telecom equipment (NetStar, Corvis - CORV) and telecom services in the early and mid-nineties (MetroOne - MTON), software, ISPs (Earthlink - ELNK), then applications, then content. I left the business when public and private equity became cheaper than debt. -
Commercial real estate lending group
Brookline Bancorp
(Public Company; 201-500 employees; BRKL; Banking industry)
May 1993 — May 1994 (1 year 1 month)
$500M+ portfolio of commercial real estate loans. Great opportunity to understand what does work, both from the real estate professional and lender/underwriter points of view.
-
Bank-owned real estate group
Federal Savings Bank / U.S. Trust, now Schwab
(Public Company; 5001-10,000 employees; SCH; Banking industry)
September 1992 — May 1993 (9 months)
We took over about $50 million worth of non performing real estate loans. Great opportunity to understand what does not work, both from the borrower and lender/underwriter points of view.
