BNET Industries

Aequitas Capital Management

is in the Business Services Industry

Last Fiscal Year Sales:$15.0M
  • Private
  • US
Dow Jones Description

Established in 1993, Aequitas Capital Management is an alternative investment firm providing private equity and commercial finance products to the middle market, healthcare and energy sectors. Our value proposition for our clients is in our hands-on approach to advising, structuring and investing. We are committed to growing our distinctive Culture and holding to our core values which always place our client's interests first. These values are reflected in our Business Principles, which emphasize integrity, commitment to excellence, innovation and teamwork.

Chief Executive Officer
Bob Jesenik
Number of Employees 45
Contact Information

5300 Meadows Rd Ste 400

Lake Oswego, Oregon 97035

aequitascapital...

(503) 419-3500

NAICS Code Administrative Management and General Management Consulting Services: 541611

News & Analysis

aequitas capital management - All News and Analysis

Decision Makers

Name (plus bio) Position
Bob Jesenik Chief Executive Officer
Anthony J. Buda Chief Financial Officer
Hedy Foreman Executive Vice President & Chief Information Officer
William Purcell Chief Operating Officer
Andy Macritchie Executive Vice President
Michael Fawcett Executive Vice President
Thomas A Szabo Executive Vice President
Jennifer Sheasgreen Senior Vice President, Operations
Patricia Brown Vice President, Corporate Controller
Charles Mautz Managing Director
Dilip Ratnam Managing Director
Gregg Spiro Managing Director, Boston Office
Robert W. Noack Managing Director
Steven M Wright Managing Director
Thomas A Sidley Senior Managing Director
Kim Addy Project Manager
Andrew S Craig
Ben Levine
David Mistkawi
David W Shutte
Desh R Urs
Mike Leonard
Pat Terrell Managing Member of Terrell and Associates
Stan Smith

Board of Directors

Name (plus bio) Position
Edmund Jensen Board of Directors
Gerry Frank Board of Directors
Marty Brantley Board of Directors

Organization Position Status
Windswept Capital LLC Chief Executive Officer Current
Special Olympics Oregon Chief Executive Officer, Aequitas Capital Management Current
Aequitas Capital Management Chief Executive Officer Current
Greenlight Greater Portland Board of Directors Current
Special Olympics Oregon Board of Directors Current
Project Hope Board of Directors Current
Aequitas Capital Management Board of Directors Current
Aequitas Capital Management President Former
Aequitas Capital Management Co-Founder Former
Aequitas, Inc. Advisory Board Former
University of Portland MBA Former
University of Oregon Bachelors of Science Former
Portland State University Former

Tony Buda is the Senior Vice President of Finance for Aequitas. Mr. Buda has extensive knowledge and experience in the consumer credit industry and served 12 years with a national credit card issuer, most recently as the Chief Financial Officer. The card issuer is a leading nation-wide credit card issuer with $4 billion in managed accounts, 10 million accounts, and 1,500 employees. During his career, Mr. Buda's responsibilities included accounting, financial management, credit risk management, underwriting, treasury, asset-backed financing and investor relations. The card issuer achieved 20-50% growth rates each of the last six years of his employment and was named the leading small banking institution in the U.S. in terms of Return on Equity for the five years ending with 1999.

Organization Position Status
Aequitas Capital Management Chief Financial Officer Current
Aequitas, Inc. Senior Vice President of Finance Current
Aequitas Capital Management Vice President, Finance & Treasurer Current

Organization Position Status
Aequitas Capital Management Executive Vice President & Chief Information Officer Current
Altria Group, Inc. Vice President & Chief Technology Officer Former
Health Dialog Services Corporation Senior Vice President & Chief Information Officer Former
Bristol-Myers Squibb Company Senior IT & Business Executive Former
University of Virginia MBA Former
University of Florida BS Former

Organization Position Status
As Account Executive, Larque President Current
Aequitas Capital Management Chief Operating Officer Current
Aequitas Capital Management Executive Vice President of Commercial Finance Former
Aequitas Capital Management Partner Former

Organization Position Status
Aequitas Capital Management Executive Vice President Current
Resolute Solutions Corporation Board Member Current

Organization Position Status
Resolute Solutions Corporation Co-CEO Current
Health Dialog Services Corporation Chief Business Development Officer Current
Windswept Capital LLC Executive Vice President Current
Aequitas Capital Management Executive Vice President Current
Williams Lea Chairman of the Board Current
Williams Lea CEO Former
Sullivan & Worcester Llp managing partner Former
University of Pittsburgh JD degree Former
Hamilton College Ab Degree Former
University of Pittsburgh School of Law Degree Former
University of Pittsburgh Degree Former

Organization Position Status
Telanetix, Inc. Chairman & Chief Executive Officer Current
Aequitas Capital Management Executive Vice President Current
Telanetix, Inc. Founder Current
Alliance Entertainment Chairman and Chief Executive Officer Former
Public Media Works, Inc. Chairman of the Board and Chief Executive Officer Former
Alliance Entertainment Board of Directors Former
Digital On Demand Director Former
Telanetix, Inc. Board of Directors Former

Jennifer Sheasgreen joins Aequitas after more than 10 years at GMAC-RFC Health Capital - a Fortune 500 company providing finance products to consumers and businesses nationwide. During her tenure at GMAC-RFC Health Capital (and its predecessor companies) she held various positions including controller/chief financial officer, chief credit officer and for the past seven years, executive vice president of operations. She worked extensively with various financial products ranging from a securitized factoring product to middle market asset-based, cash flow and real estate revolvers, and term loans. Before GMAC-RFC Health Capital, Jennifer worked for Pacific Realty for two years as an accountant and for seven years in accounting for the Sacramento Medical Foundation. Mrs. Sheasgreen attended California State University at Sacramento - College of Business Administration where she obtained a bachelor's degree in strategic management. She is active in the Healthcare Financial Management Association, is certified as a Fellow through the organization and has served as a board member.

Organization Position Status
Aequitas Capital Management Senior Vice President, Operations Current
Healthcare Financial Management Association Board of Directors Former

Organization Position Status
Windswept Capital LLC Vice President, Corporate Controller Current
Aequitas Capital Management Vice President, Corporate Controller Current
Aequitas, Inc. Vice President, Corporate Controller Current
Deloitte & Touche LLP Former
Oregon State University BS With Honors In Business Administration Former

Organization Position Status
Aequitas Capital Management Managing Director Current
ITOCHU Corporation Former
Aequitas, Inc. Former
Harvard University Former

Organization Position Status
Aequitas Capital Management Managing Director Current
Intel Capital Former

Organization Position Status
Aequitas Capital Management Managing Director, Boston Office Current

Organization Position Status
Aequitas Capital Management Managing Director Current
Philanthropic Management Managing Director Former

Organization Position Status
Big Brothers Big Sisters Columbia Northwest Senior Managing Director, Healthcare Markets Current
Windswept Capital LLC Senior Managing Director, Healthcare Markets Current
Carepayment Senior Managing Director, Healthcare Markets, Aequitas Capital Management, Portland, Oregon Current
Aequitas Capital Management Managing Director Current
Aequitas, Inc. Current
Big Brothers Big Sisters Columbia Northwest Board of Directors Current
Microfield Group, Inc. CEO Former
Microfield Group, Inc. President Former
Microfield Group, Inc. Chief Operating Officer Former
Microfield Group, Inc. Corporate Secretary Former
Microfield Group, Inc. Director Former
University of Oregon Business Administration, With Majors In Marketing and Management. Former

Organization Position Status
Windswept Capital LLC Senior Managing Director Current
Aequitas Capital Management Senior Managing Director Current
Aequitas, Inc. Former
Boston University MBA Former
Portland State University B.S. Degree In Business Administration Former

Organization Position Status
Aequitas Capital Management Project Manager Current
Kennedy Associates Real Estate Counsel, Inc Current

Organization Position Status
Aequitas Capital Management Current

Mr. Levine joined the Acquisition Group with Hudson Housing Capital in January 2009. He is responsible for financial analysis and client communication throughout the syndication process. Prior to joining Hudson Housing Capital, Mr. Levine worked with the consulting firm Zenta as a CMBS loan underwriter. Previous to Zenta, he was with the underwriting group at Centerline Capital Group. Mr. Levine has approximately ten years experience in the real estate industry with a focus on affordable and subsidized housing programs. Mr. Levine received a B.A. in Economics from the University of California, San Diego in 1998.

Organization Position Status
Hudson Housing Capital Assistant Vice President Current
Aequitas Capital Management Current
University of California, San Diego B.A. In Economics Former

Organization Position Status
Carepayment Director, Operations Current
Aequitas Capital Management Current
Carepayment Board of Directors Current
New York University MBA Former
Portland State University Bachelor of Arts Degree Former

Organization Position Status
Aequitas Capital Management Current
Powerlink Corporation Former
Michigan State University J.D. Former
University of Detroit Mercy School of Law MBA in Finance Former
University of Michigan Bachelor's degree in Business (with a major in Accounting) Former

Organization Position Status
Aequitas Capital Management Current
Acxiom Corporation Vice President Former
Brio Technology, Inc. Vice President Former
Indus Systems, Inc. Founder Former

Array

Organization Position Status
Carepayment Business Development Officer, Healthcare Markets Current
Qsent, Inc. Business Development Manager Former

Pat Terrell is the managing member of Terrell and Associates and PatRick Investments - private equity and real estate investment companies based in Portland. He also serves on the boards of RS Medical, Routeware Inc, Trios Medical and Bluewave Technology. Mr. Terrell was the founder of Leading Technology in 1984, and led the company as CEO until 1992. He built Leading Technology to a $300 million per year manufacturer of personal computers before selling the company to Video Technology out of Hong Kong. Previously Mr. Terrell founded Byte Shops Northwest in 1977, and served as President and CEO until 1984. Byte Shops grew to $50 million in annual revenues servicing personal computers. In 1984 Mr. Terrell sold the firm to Pacific Telesis, one of the Baby Bell companies.

Organization Position Status
Aequitas Capital Management Managing Member of Terrell and Associates Current
Routeware, Inc Chairman Current
Windswept Capital LLC Board of Directors Current
Rs Medical Board of Directors Current
Aequitas Capital Management Board of Directors Current
Terrell and Associates Managing Member Current
Pacific Telesis Former

Organization Position Status
Aequitas Capital Management Current
Windswept Capital LLC Current

Edmund Jensen has served as the chairman of the advisory board since May 1999. From 1994 until 1999, he was the president and chief executive officer of Visa International. From 1974 until 1994, he held various positions at US Bancorp. Mr. Jensen served as vice president of corporate planning and development for US Bancorp from 1974 until 1991, chief operating officer from 1991 until 1993, and vice-chairman from 1993 until 1994. Mr. Jensen currently serves on the board of directors of the Corillian Corporation, a software company providing Internet-based financial services platforms, and Phoenix Technology Ltd., a software company providing system-enabling software solutions for PC's and other digital devices.

Organization Position Status
Corillian Corporation Board of Directors Current
University of Washington BA in Finance Former
Aequitas Capital Management Board of Directors Current
Visa International CEO Former
Visa International President Former

Organization Position Status
Aequitas Capital Management Board of Directors Current

Organization Position Status
Aequitas Capital Management Board of Directors Current