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Our Team

United States

Jeff Bocan, Managing Director

Jeff Bocan
Managing Director
jbocan@beringea.com

Jeff Bocan is responsible for investment sourcing, analysis, deal execution and portfolio management. Though a generalist investor, over the years he has developed an expertise in the media and entertainment sector, particularly in content creation, internet advertising, licensing, TV production and publishing. Jeff serves as a board director for the following Beringea portfolio companies: Relume Technologies, gloStream, Shout! Factory, and Porchlight Entertainment.

Jeff is a contributing blogger on the online news and commentary site, the Huffington Post. His series focuses on venture investing in Michigan and other Rust Belt economies. To read blog entries by Jeff, visit www.huffingtonpost.com/jeff-bocan link opens in new window.

Prior to joining Beringea, Jeff was an associate at Saffron Hill Ventures, an early-stage technology VC firm in London. He also has  worked in marketing roles for BMW of North America and beverage company Honest Tea. During the Clinton administration, he worked on Capitol Hill as a Lobbyist for the Sierra Club, focusing on pollution issues.

Jeff graduated with a B.A. in Government and Sociology from the University of Notre Dame, graduating magna cum laude and Phi Beta Kappa; and received an MBA with high honors from the University of Virginia.

David S. Eberly, Senior Managing Director; Co-Founder

David S. Eberly
Senior Managing Director; Co-Founder
deberly@beringea.com

David directs the activities of Beringea's investment banking practice.  His responsibilities include deal origination, client management, and transaction oversight.  He also provides Board of Directors-level consulting and advice to clients with regard to overall corporate finance and strategy.

Since helping to establish Beringea in 1988, David has directed much of the Firm's growth, with particular emphasis on middle-market transactions for privately-held companies and U.S./European cross-border transactions.  In addition, David has been the Beringea representative on the investment committees of the two Venture Capital Trusts in London that Beringea LLP manages. He also serves on the Board of Directors of Beringea LLC and Beringea LLP.

Prior to co-founding Beringea, David was Vice President with J.W. Korth and Company in its Investment Banking Department.

He graduated from Miami University (Ohio) with a B.S. in Finance and Management.

Michael Gross, Managing Director

Michael Gross
Managing Director
mgross@beringea.com

Michael is responsible for investment sourcing, deal execution and portfolio management, specifically for the InvestMichigan! Growth Capital Fund. He focuses on the health care and life sciences sectors, and has expertise in medical devices, diagnostics, life science research, drug delivery, health care providers and outsourced services. Michael has authored numerous articles and research papers and frequently speaks to health care and manufacturing audiences on a variety of trends and emerging industry themes. Michael serves as a board director for gloStream and is a board observer for Pioneer Surgical Technology.

Prior to joining Beringea, Michael was a vice president of investment banking with P&M Corporate Finance (PMCF). While at PMCF, Michael led M&A transactions and capital raises for companies in the life sciences, health care and outsourced business services sectors. Before working at PMCF, Michael worked in the investment banking group at Stout Risius Ross, Inc.

Michael is a CFA charterholder and earned a BA in finance from Michigan State University.

Kelly O'Donnell, Marketing & Communications Specialist

Kelly O'Donnell
Marketing & Communications Specialist
kodonnell@beringea.com

Kelly handles the marketing and communications efforts for Beringea's Invest Michigan! Growth Capital Fund and other special projects. Previously, Kelly served for five years as the Director of Marketing and Communications at Beringea, where she guided corporate branding and oversaw marketing and communications activities in three countries. Prior to joining Beringea in 2003, Kelly worked in marketing and public relations for several arts organizations in the city of Chicago, including the Printers Row Book Fair, Center for Performing Arts at GSU, and the Chicago Film Festival.

She is a 2002 graduate of Northwestern University’s Master’s in Integrated Marketing Communications program and a 2000 graduate of Michigan State University.

Charles P. Rothstein, Senior Managing Director; Co-Founder

Charles P. Rothstein
Senior Managing Director; Co-Founder
crothstein@beringea.com

As founder, Charlie has overall responsibility for all of Beringea's activities. He is directly involved in identifying, analyzing and making investments, providing ongoing assistance and strategic advice to portfolio companies, and coordinating the investment exit process. He is a board member of a number of Beringea's portfolio companies.

In addition, he is a board member of the Michigan Strategic Fund, the State's lead economic development and finance agency. He is also a board member of the Venture Michigan Fund, a $100 million fund-of-funds, and sits on the investment committee of Global Rights Fund II and InvestCare Partners.

Charlie is also the manager of the InvestMichigan! Growth Capital Fund, a $150 million venture capital fund targeting emerging businesses domiciled in the State of Michigan.

Prior to establishing Beringea, Charlie was a Vice President of Corporate Finance at J.W. Korth and Company, a Michigan-based broker/dealer where he developed the Firm's public offerings, private placement and leveraged buyout activities.

Charlie graduated from the University of Michigan with a B.B.A. in 1980 and a MBA in 1982.

David M. Ruby, Associate

David M. Ruby
Associate
druby@beringea.com

David Ruby joined Beringea in 2007 as an Associate. Prior to joining Beringea, David was an analyst with P&M Corporate Finance (PMCF), a middle-market investment bank in Chicago. While at PMCF, David executed M&A transactions for companies in the business services and life sciences industries. Before working at PMCF, David was an associate portfolio manager with the Northern Trust Company, a global asset management firm in Chicago.

David is pursuing an MBA at the Ross School of Business at the University of Michigan and received a BBA from Western Michigan University. He is also a CFA charterholder.

David is a board member of the New Enterprise Forum, an organization that connects entrepreneurs with capital and resources to help them prosper and grow.

Leslie A. Shipley, Director, Operations

Leslie A. Shipley
Director, Operations
lshipley@beringea.com

Leslie is responsible for daily management and administrative operations of Beringea and provides analytical services in connection with proposed and active portfolio companies.

Since the company's inception, Leslie has been responsible for the development and management of its corporate operations. Prior to joining the Beringea, Leslie was a corporate bond trader with J.W. Korth and Company, a small regional broker dealer and investment banking firm.

Leslie received a B.H.S. degree from St. Mary’s College and an M.S.B.A. from Madonna University.

Andi Wilmes, Director of Marketing and Communications

Andi Wilmes
Director of Marketing and Communications
awilmes@beringea.com

Andi guides the company’s brand strategy and communications efforts, in addition to day-to-day marketing and public relations tasks.  She also provides on-going marketing and PR consulting services to Beringea’s global portfolio companies.

Andi serves on the executive board of the Public Relations Society of America's New Professioanls section and is resposible for the section's newsletter, blog and social network presence.

Prior to joining Beringea, Andi served as account executive and social media director at AutoCom Associates, an automotive and high-tech public relations agency in Bloomfield Hills, Michigan.

Andi graduated from Michigan State University with a bachelor’s degree in Marketing from the Eli Broad College of Business and the Honors College.
 

 


United Kingdom

Anna Blacklock, Marketing Manager

Anna Blacklock
Marketing Manager
ablacklock@beringea.co.uk

Anna joined Beringea in November 2007 and is responsible for Beringea's marketing and communications efforts in the UK.

After graduating from Nottingham Trent University with a BA Hons degree in Contemporary Arts in 1998, Anna worked in editorial research and new product development for an international publishing house before moving into financial marketing in 2004. For three years she worked for the wealth management division of a global bank, first in communications and then as marketing campaigns manager.

Shane Elliott, Sales Director

Shane Elliott
Sales Director
selliott@beringea.co.uk

Shane heads up Beringea's Sales in the UK, working closely with its network of Intermediaries. He has over 16 years’ experience in raising equity for tax efficient investments.

Shane joined Beringea in 2008 from the Noble Group where he was Head of Retail Sales for Noble Fund Managers. Prior to joining the Noble Group, Shane held a number of senior management positions at Abbey National and Teather & Greenwood, and was a commissioned officer in the British Army. He has an MBA from the London Metropolitan University and a BA in Social Sciences from Exeter University.

Trevor Hope, Chief Investment Officer

Trevor Hope
Chief Investment Officer
thope@beringea.co.uk

Trevor heads the UK investment team and is responsible for investment sourcing, analysis, deal execution and portfolio management. He sits on the boards of Beringea portfolio companies Fjordnet, Optima Data Information Services Ltd, Dianomi Ltd and SPC International Ltd.

Before joining Beringea, Trevor spent six years at 3i in the UK and the USA, where he made over 40 investments. These included investments in mobile phone content management software business Paragon Software, which was sold for $515m, and Cambridge Industries Ltd, a designer and manufacturer of components for home TV satellite systems which was sold to Bell & Howell. Earlier in his career, Trevor worked in corporate finance for Barclays and The Royal Bank of Scotland.

Trevor is an Associate of the Chartered Institute of Bankers and earned an MBA from Exeter University.

Jamie Kennell, Portfolio, Non-Executive Director

Jamie Kennell
Portfolio, Non-Executive Director
jkennell@beringea.co.uk

Jamie manages Beringea's Venture Capital Trust funds, in addition to assisting the Global Rights Fund II's investment team.

Jamie joined Beringea from Unilever Ventures where he was responsible for investing and developing Unilever brands. Prior to this, he spent five years with 3i, where he made a wide variety of investments at all stages and across many sectors. He was also a senior member of the 3i team that acquired low cost airline Go Fly Ltd from British Airways, which was subsequently sold to Easyjet for in excess of $400m (doubling 3i's money in less than a year). Earlier in his career, Jamie worked in investment banking with Natwest Markets and corporate finance with KPMG.

Jamie graduated with a 2(1) in Economics and Geography from the University of Staffordshire in 1990 and has an MBA from Cardiff Business School, majoring in Corporate Finance and Capital Markets in 1991.

Karen McCormick, Investment Director

Karen McCormick
Investment Director
kmccormick@beringea.co.uk

Karen’s experience comes from a variety of consulting and corporate positions, specifically in the consumer products and financial services sectors. As a consultant with The Boston Consulting Group and Kurt Salmon Associates, her project work focused on developing growth strategies and hands-on implementation. While Director of Watches for Wenger/Swiss Army, she increased divisional revenues by over 70% and margins by 15% within one year. She has also worked with several start-up and small growth companies, including the co-founding of a luxury products retail and lifestyle website in the Middle East.

Karen has lived and worked in the U.S., Europe, and Asia, and has an MBA from INSEAD and a BSBA from Boston University.

Dr. Stéphane Méry, Investment Director

Dr. Stéphane Méry
Investment Director
smery@beringea.co.uk

Stéphane manages the investment for Beringea’s ProVen Health VCT. Prior to joining Beringea Stéphane was an Associate Director of Healthcare Investment at Noble since May 2007 and Fund Manager of the Bloomsbury Bioseed Fund since November 2000. Before his role at Noble Stéphane was Associate Director at SmithKline Beecham and also worked at the American consulting firm, ZS Associates, specialising on sales and marketing issues within the pharmaceutical industry. In addition he has been involved in the start-up of a strategic consulting company specialising in R&D and marketing strategy for the biotech and healthcare industry, Double Helix Development

Malcolm K.H. Moss, Senior Managing Director; Co-Founder

Malcolm K.H. Moss
Senior Managing Director; Co-Founder
mmoss@beringea.co.uk

Malcolm is responsible for evaluating investment opportunities, providing ongoing assistance and strategic advice to portfolio companies, and coordinating the investment exit processes at Beringea.

He has spent 18 years investing in the media, intellectual property rights and content sectors, a career highlighted by investments in the companies owning rights to Thomas the Tank Engine, Angelina Ballerina and Sooty. Malcolm sits on a number of portfolio company boards as well as the investment committees of Global Rights Fund II and InvestCare Partners.

Prior to joining Guinness Mahon Development Capital in 1989, Malcolm gained Europe-wide industrial and analytical experience in healthcare and engineering with both Baxter International and Uniroyal Inc. as Head of Planning for Europe. He then joined the financial services sector as Senior Strategist with Lloyds TSB Group, one of the UK's largest financial services groups.

Malcolm graduated with a B.A. in Business Studies in 1981 and a M.B.A. from Kingston Business School, London, in 1989.

Nishal Shah, Financial Controller

Nishal Shah
Financial Controller
nshah@beringea.co.uk

Nishal qualified as a chartered accountant with a small firm in London specialising in media and entertainment. He later moved to Bermuda to work at IAS, providing financial management services for offshore insurance companies. Nishal returned to London and joined Beringea in July 2006.

Nishal graduated with a Master’s degree in Engineering and Management from Manchester University.

Marette Thair, Office Coordinator

Marette Thair
Office Coordinator
mthair@beringea.co.uk

Marette Thair joined Beringea in 2008 as Office Coordinator. She is responsible for facilities management, client relations and the daily operations of the London office.

Prior to Beringea, Marette worked in a similar role for a post-production company which edits television advertisements and short films.

Steven Tuckley, Finance Director

Steven Tuckley
Finance Director
stuckley@beringea.co.uk

Steven manages all Beringea financial and reporting matters and serves on the board of Beringea LLP. He qualified as a chartered accountant with Deloitte & Touche and worked in the United Kingdom and Australia, latterly as a manager within the corporate finance department.

Prior to working at Beringea, he spent five years with Investec Asset Management in London gaining a wide range of experience in financial management and systems implementation and development.

Stuart Veale, Managing Director

Stuart Veale
Managing Director
sveale@beringea.co.uk

Stuart Veale heads the London office of Beringea and sits on the investment committees of several of the firm's funds. In that capacity, he takes a lead role in investment sourcing, evaluation and execution activities. He also supports investments as a board member for a number of portfolio companies including Espresso Group Limited.

He started his venture capital career 20 years ago at 3i, the UK’s largest venture capital firm and alma mater of many of the UK’s leading VC community members. Prior to his arrival at Beringea, Stuart was a director of Lloyds TSB Development Capital, where he was Senior Director and Head of the Thames Valley office.

Stuart graduated with a degree in Engineering Science from Oxford University and an MBA from the London Business School.

 

 

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