Lakelet Capital is not the biggest. But it is one of the deepest. We draw from a vast and extensive well of experience and industry expertise. How do our deals get done? Our complementary investment team knows the nuances of business alignment.
A Vast Network of Industry Professionals
Lakelet Capital leverages our wide network of industry-specific, experienced and credentialed leaders through Lakelet Strategy and place them in executive roles. We pride ourselves on aligning with professionals who share our passion for growth as our partnership with the team at Lakelet Strategy drives success and operational results in hundreds of companies. These operating partners also share the Lakelet Capital values which means that legacies can be entrusted to them to fulfill maximum potential. When you become a Lakelet Capital partner, you gain access to high-caliber operating partners—resources you may not have had access to.
Randy is also a highly skilled interpersonal and inter-operational manager. From founding and running his own start-up to holding leadership positions at multi-billion dollar service companies, Randy’s leadership and conscientiousness are invaluable assets to Lakelet Capital. These skills are also valuable to a number of community organizations and company boards Randy is involved with. Randy is the President of the Board of Directors for Upstate Capital, the Founder of First Thursday Networking, and has served on the Executive Boards for the Junior Achievement of Western New York and Institute of Continuing Professional Education. Randy has served in these roles in addition to coaching youth hockey in the Western New York region.
- Certificate in Family Business Advising
- B.A. in Economics from Rowan University
- Executive MBA from University at Buffalo
- Nationally Recognized for Prestigious Board of Directors Recipient from a leading service company in three separate business segments.
- Multiple national and regional awards for management, leadership and performance recognition.
- Published numerous articles.
- Frequent lecturer and moderator in private equity, business development and family business investing.
- Judged on several business plan competitions including Ernst and Young Entrepreneurial Award and J.A. Business Plan Competition.
John is also active in the Western New York community and has been for his entire legal career. As a member of the American Bar Association and New York State Bar Association, John is also active in several other organizations and boards. He’s a Vistage Trusted Advisor, and a member of Upstate Capital and the Association for Corporate Growth.
- B.S. from University at Buffalo, Summa Cum Laude
- M.B.A. from University at Buffalo, with Distinction
- J.D. from University at Buffalo Law School, Magna Cum Laude
- Honored as a Leading Private Equity Lawyer (Investment Funds) by Chambers USA and
- Chambers Global.
- Named Leading M&A Lawyer and Leading Closely Held Business Lawyer by Upstate New York Super Lawyers®.
- Recognized as a Leading Corporate/M&A Lawyer (Upstate New York) by Chambers USA.
During his tenure as COO and CFO of technology companies, Chi gained first-hand experience in both sell-side and buy-side M&A diligence. He brings a wealth of this experience to the Lakelet team as the Director of Finance and Mergers and Acquisitions, as he focuses on partnering with the businesses we invest in.
Chi has co-founded two startups—one in the healthcare space and the other in the ed-tech space—and is heavily involved in the technology ecosystem in Western New York, finding and applying technology in intuitive ways. He’s also served on the board of non-profits and enjoys building communities with mission-oriented individuals.
- B.S. in Accounting and Business Administration from Houghton College, Magna Cum Laude
- Certified Management Accountant
- Acquired and Sold a Web Development Company.
- Grew and Sold a SaaS Company for Several Multiples to PE-backed Software Company.
- Founded and Exited Two Technology Startups.
At Lakelet Capital, Phil assists in business development with a keen focus on driving top-line revenue and sourcing sales talent. His experience is leveraged by Lakelet Capital portfolio companies as they utilize Phil’s unique ability to identify areas of strong growth opportunity and process implementation. Phil understands which processes and resources are required to meet sales milestones and ensures that our companies enhance results.
- Multiple President's Club Qualifiers.
- Multiple Super Starts Qualifiers.
- 100% Breadth of Participation Amongst Teams, Within His Sales Organizations.
- Multiple Sales Associate, President's Club Qualifiers on Teams He Has Led.
- Promoted Several Successful Sales Leaders.
- VP Advisory Board.
Brittany also helped create, implement and lead intern programs. The interns she worked with achieved top recognition throughout the country, ultimately leading to full-time employment for most.
- B.A. in Speech and Hearing Science
- Master of Science in Higher Education and Student Affairs Administration
- Implemented successful intern programs for fortune 50 and 125 companies
- Developed and promoted several leaders within her organizations
- Responsible for a culture of training and development for over 300 employees and their career advancement
- Seen as a district partner when training new executives and completing orientation and leadership training
Brittany’s passion for her community, building key relationships and connecting individuals has led to the success she’s had in her roles.
Committed to the growth of the Western New York community, Glen has served on the boards of several organizations including YMCA Buffalo Niagara and Buffalo Renaissance Foundation, which included stints as each board’s Treasurer. He also served as Executive VP of the Mathewson-McCarthy Youth Baseball Board.
In addition to thorough market analysis, Samantha develops sequential marketing plans to increase customer reach, is active in due diligence assignments, prepares overarching industry analysis and generates long-term customer commitments through her attentive client service. To that end, Samantha develops careful internal and external strategies that serve to monitor, understand and respond to the specific needs of each and every one of Lakelet Capital’s clients.
- B.S. in Business Administration from University at Buffalo, Summa Cum Laude
- Published Articles on M&A Activity.
Bonnie has extensive experience in investment banking and volunteered for Conscious Capital NEO to help grow and align businesses culturally. Additionally, Bonnie had a very successful direct sales business for over a decade where she sourced, trained and developed a sales force to provide in-home demonstrations. During that time Bonnie was recognized as one of the top contributors in both training/development and personal sales.
- Was an integral part of the management team which created an investment bank focused on aligning cultures for M&A work
- Created a business plan with a client from an initial concept to become a finalist for the - Rochester Venture Capital Challenge
- Established an online order system for a large distributor and worked with several other clients to improve their website, digital marketing and data management capabilities to increase the top line of each client several fold
- Implemented operations overhaul for a client to increase efficiency and productivity and reduce errors
Our Core Investor Team
The Lakelet Capital investment team has efficiently and effectively closed hundreds of deals throughout their careers. Regardless of the size of investment or the industry sector, the Lakelet team always maintains a personal, hands-on approach. We’re a well-rounded ensemble or experienced finance, legal, marketing and private equity business professionals who all work toward achieving mutual success and value for you and our investors.