WHO WE SERVE
Services range from business development and financial advisory to sell-side and capital formation engagements.
Clients come from a range of industries including technology, media, consumer, and healthcare.
Emerging Fund Managers
We help secure stable, long-term capital from a range of institutional investors including endowments, foundations, family offices, and corporate pensions.
Our clients are niche venture, growth and private equity fund managers with funds ranging in size from $15-300 million.
We have worked with sector-specific funds, such as digital media and healthcare, as well as regional and country-specific funds.
We TAKE A PARTNERSHIP APPROACH TO OUR BUSINESS, AND KEEP OUR PORTFOLIO OF CLIENTS SMALL. WE TEND TO WORK WITH COMPANY AND FUND CLIENTS OVER THE COURSE OF MANY YEARS AND MULTIPLE ENGAGEMENTS.
Before establishing Beal Private Capital in January 2011, Anne spent five years as a strategic advisor to growth companies and private equity funds. Clients included eHarmony, Greycroft Partners, and GRP Partners (now Upfront Ventures). Anne spent most of her early career in Silicon Valley, including tenure as an enterprise software product marketer, as a growth equity investor at Van Wagoner Capital Management and as an investment banker at Perseus Group (now GCA) and Alex. Brown.
Anne has a B.A. in History from Yale College and an M.B.A. from the Stanford Graduate School of Business. She is a General Securities Representative (Series 7 and 63).
Anne is based in Los Angeles.
Jackie joined Beal Private Capital in 2014. Prior to joining Beal, Jackie held operating roles at several companies, including Google, Moleskine and Michelin. At Moleskine, Jackie led North American sales and business development through a period of rapid growth, culminating in Moleskine’s IPO. Earlier in her career, Jackie was a Research Analyst on Merrill Lynch’s highly regarded automotive equity research team.
Jackie holds an MBA from Columbia Business School, an MA from the School for Oriental and African Studies at the University of London, and a BA from Duke University. She is a General Securities Representative (Series 7 and 63).
Jackie is based in New York City.