Thanks!

We'll be in touch soon.

Oops! Something went wrong while submitting the form.

Message Us

welcome to
OCEANIC PARTNERS

Venture Capital investments focused on strong teams and fundamentals.

We leverage our experience to set the standard for investment performance

Oceanic Partners is dedicated to making venture capital investments focused on strong teams and fundamentals, with meaningful opportunities for liquidity. The team at Oceanic has an unparalleled mastery of the private markets, both as successful principals as well as intermediaries. We have executed thousands of private transactions, valued at over $3 Billion, across hundreds of companies. Our nimble, intelligent investment approach is unconstrained by deal size, geography, "style box," and/or market phase.

Oceanic Partners channels its capabilities through four core services

Primary Investments

Oceanic Partners participates selectively in direct venture capital investments, at various stages of company development. For investors, the Company maintains an expansive reach and strong presence in the startup ecosystem, offering primary financing deal flow.

Primary Investments

Oceanic Partners participates selectively in direct venture capital investments, at various stages of company development. For investors, the Company maintains an expansive reach and strong presence in the startup ecosystem, offering primary financing deal flow.

Select Services

Oceanic Partners extends a wide range of additional services on a select basis, including real estate single-asset syndications and purpose-built funds, lower to mid-market mergers and acquisitions, corporate finance advisory, joint venture facilitation, consulting and value-add relationship sourcing and others.

Issuer & Stakeholder Solutions

Private enterprises are in the position to benefit from the highly specialized secondary liquidity solutions rendered by Oceanic Partners. As the private stage of the enterprise lifecycle extends to the better part of a decade on average, it will increasingly become incumbent on private enterprises to manage centralized liquidity programs that allow employees and other stakeholders to monetize their equity positions.

Secondary Markets

Oceanic Partners makes principal investments in secondary private market opportunities. In addition, we offer bespoke liquidity options for individual and institutional holders of private equity. Transactional types include direct brokerage, managed funds, single-name syndications, synthetic interest products, as well as structured employee equity compensation liquidity plans.

Select Services

Oceanic Partners extends a wide range of additional services on a select basis, including real estate single-asset syndications and purpose-built funds, lower to mid-market mergers and acquisitions, corporate finance advisory, joint venture facilitation, consulting and value-add relationship sourcing and others.

Issuer & Stakeholder Solutions

Private enterprises are in the position to benefit from the highly specialized secondary liquidity solutions rendered by Oceanic Partners. As the private stage of the enterprise lifecycle extends to the better part of a decade on average, it will increasingly become incumbent on private enterprises to manage centralized liquidity programs that allow employees and other stakeholders to monetize their equity positions.

Secondary Markets

Oceanic Partners makes principal investments in secondary private market opportunities. In addition, we offer bespoke liquidity options for individual and institutional holders of private equity. Transactional types include direct brokerage, managed funds, single-name syndications, synthetic interest products, as well as structured employee equity compensation liquidity plans.

Portfolio Companies

Team

CEO
Tim Sullivan

Tim Sullivan

CEO

As Chief Executive Officer of Oceanic Partners, Tim Sullivan is accountable for the strategic direction and functional execution of business objectives. Oceanic focuses specifically on investments and liquidity within the private markets. Oceanic has transacted with over 200 private issuers, including Docusign, Lyft, Palantir, Facebook, Tesla, Twitter, LinkedIn, Etsy, Kayak and SpaceX. Oceanic participates actively in seed through late stage, depending upon the current market environment. Liquidity is Oceanic’s number one priority. Previously, Tim has held leadership roles at Sharespost, Susquehanna Financial Group, Oracle, and IBM. Throughout Tim’s career, he has managed more than $5B worth of private equity transactions and enjoys a consistent track record of surpassing expectations. Tim has a BA in Political Science from Colgate University and holds the FINRA Series 7, 24, 66, 79, and 99 licenses.

Chief Operating Officer
Jaclyn Strife

Jaclyn Strife

Chief Operating Officer

Jaclyn is the Chief Operating Officer of Oceanic Partners. Jaclyn is an accomplished operational as well as sales and marketing leader with broad transactional experience in high-growth, diverse industries, including financial services, consumer brands, and high technology. She previously worked as a Managing Director at MicroVentures, accumulating a long and illustrious transactional record there. Jaclyn joined MicroVentures following her tenure at SharesPost Financial Corporation, where she was one of the lead producers, and a member of a small team of brokers that executed over $1B in private share transactions, and contributed to making the company one of the market leaders in the secondary market. Prior to SharesPost, Jaclyn worked at Merriman Capital, an investment banking firm, where she was a driving force in securing new client business, providing sales force management, and developing new products. Earlier in her career, Jaclyn served as the Western District Sales Manager for Bear Naked Granola Company, where she enjoyed considerable success in cultivating the competitive San Francisco market, overseeing a major product launch and introducing new product lines, ultimately contributing to the company’s successful sale to Kashi-Kellogg for $50M. Jaclyn holds a BA from Dartmouth College as well as Series 7 and 63 licenses. In her spare time she enjoys expanding the Dartmouth Entrepreneur Network on the West Coast and is an avid marathon runner.

CFA, Managing Director
Max Morgunov

Max Morgunov

CFA, Managing Director

Max is Managing Director and senior analyst at Oceanic Partners. Prior to Oceanic Partners, he worked in a related capacity at MicroVentures, being primarily responsible for managing the company’s due diligence and investment selection efforts. Prior to MicroVentures, Max was a founding member of a strategic consultancy executing international corporate development and commercial facilitation, as well as participating in various other commercial, analytical, and business development projects. Earlier, Max was engaged as an economic and venture development consultant, focused on economic strategy development for new industry clusters, industry cluster management, startup management consulting, and intellectual property commercialization strategies. Max’s earlier background derives from the hedge fund space, including work with Equity Management Associates, LLC, an equity long/short hedge fund based in Waltham, MA, and with SAC Capital Advisors, LLC, a multi-strategy hedge fund operating from Stamford, CT. Max is a Chartered Financial Analyst (CFA) and is a Member of the Chartered Financial Analyst Institute San Francisco Chapter. He holds a BA from Colgate University with concentrations in Philosophy and Japanese, and has pursued studies at the Kyoto Institute for Culture and Language in Kyoto, Japan. He holds FINRA Series 7 and 66 licenses.

Managing Director - Head of Sales
Steve Yarrow

Steve Yarrow

Managing Director - Head of Sales

Steve is Managing Director and Head of Sales at Oceanic Partners. Steve is an accomplished producer and leader in the private market who has extensive product and transactional experience. He is an entrepreneurial, creative, and highly collaborative individual who aims to lift all of those around him through guidance and mentorship. Prior to joining Oceanic, Steve was Co-Head of Institutional Sales at SharesPost. Steve also worked at Morgan Stanley, Bank of America Merrill Lynch, and Penserra Securities in various roles advising institutional investors. Steve received his B.S. in Finance from the University of San Francisco and holds FINRA licenses 7, 55, and 63.

Director of Fund Operations and Administration
Adrianne Cotter

Adrianne Cotter

Director of Fund Operations and Administration

Adrianne is the Director of Fund Operations and Administration at Oceanic Partners. She has more than a decade of experience as an impactful team leader, evaluating business and financial operations to design strategies that reduce losses and promote improved processes. She has a successful track record of profitably steering financial operations in times of company change, growth and transition. Prior to joining Oceanic, Adrianne was VP of Finance for Heritage Holding of California, Inc. where she oversaw the finance and administrative departments. She also worked at Corso Agency as CFO/COO for over 10 years, where she was heavily involved with global brands such as Heineken, Red Bull and Dr. Pepper Snapple Group. She played an integral role in the contracting and finance for a production project that won a 2016 Guinness Book of World Record. Adrianne completed coursework in Finance at Rutgers University and coursework in Accounting at College of Marin. She is a car enthusiast and in her free time enjoys taking coastal drives and participating in weekend car shows.

Director
Brian Miller

Brian Miller

Director

Brian is a Director for Oceanic Partners, joining the team with a wealth of transactional experience in both public and private markets. He is focused on providing the highest quality customer service and experience for all of his clients. Prior to joining Oceanic, Brian worked at SharesPost Financial Corporation as a VP in the Private Securities Group where he focused on assisting both institutions and Founders/C-Suite clients within the Private Markets. Before SharesPost, Brian was a Sales Trader at Virtu Financial, providing public market liquidity solutions to the firms institutional clients. Brian graduated from Boston College Carroll School of Management on an athletic scholarship. He holds FINRA Series 7, 55, and 63 licenses.

Vice President
Chris Perez

Chris Perez

Vice President

Chris Perez is a VP for Oceanic Partners, joining the team as an experienced financial services professional in the private and public marketplaces. Previously, Chris worked for SharesPost Financial Corporation as a VP for their Private Securities Group and Institutional Team, assisting clients identify investment and liquidity opportunities in many of the world's fastest growing private technology companies. Prior to SharesPost, he worked for FBR Capital Markets, an investment banking firm, providing research, sales, and trading services to institutional investors. Chris attended the College of William and Mary, earning a double major as a scholarship athlete for their soccer program. He holds FINRA Series 7 and 63 licenses.

Associate
Suubi Nambwayo

Suubi Nambwayo

Associate
Operations

Suubi is an Associate at Oceanic Partners. She is an infinite learner who is passionate about technology and how it can be used to make businesses more efficient. She is originally from Uganda where she has earned experience in coordinating global teams and implementing nationwide IT projects. Prior to Oceanic, she worked as a business analyst for Comtel Integrators Africa in Uganda and as an intern at Symantec Corporation in Mountain View, California. Furthermore, she was a part of the initial team that launched EzeeMoney, a fin-tech start up focused on money transfer in Uganda. Suubi recently graduated from Hult International Business School, San Francisco with a Master’s in International Business and Business Analytics. She also holds a BS in Business Administration with a concentration in Management Information Systems from Xavier University. In her free time, she enjoys reading a great fiction novel, dancing Kizomba and helping African entrepreneurs achieve their dreams.

Vice President - Analyst
Shilpa Verma

Shilpa Verma

Vice President - Analyst

Shilpa is Vice President at Oceanic Partners. She has a demonstrated history of excellence in private equity, investment banking, and consulting with expertise in full investment life cycle management and investor relations management including investment due diligence, investment selection, deal negotiation, transaction structuring (equity, debt, and hybrid), valuation, asset performance management, and investment exit facilitation. Prior to joining Oceanic, Shilpa was Associate Vice President at ASK Property Investment Advisors, an Advent International backed PE, where she was a key part of the Investment team. Shilpa also worked at EY and Credit Suisse in various roles catering to various aspects of M&A deals for clients spanning across the US, UK, and India. Shilpa carries a post-graduate diploma in business administration and an undergraduate degree in commerce (with a specialization in finance and accounting) from India. She is a Member of ICAI (akin to US CPA in India) and ICSI.

advisors

Dominic Baldini

Dominic Baldini

Founder
Emerson Equity

Mr. Baldini founded Emerson Equity in 2003 and brings more than 20 years of expertise to the firm. His unique combination of experience as an attorney, chief compliance officer, financial and operations principal, and investment advisor enables the firm to better service their clients and manage the vital operational functions of the business in-house. Mr. Baldini holds FINRA series 4, 7, 24, 27, 53, 55, 63, 65 and 79 Licenses.

Daniel Paramés

Daniel Paramés

Attorney
Fenwick & West LLP

Daniel is an experienced attorney with the firm of Fenwick & West LLP based in San Francisco, CA. He represents domestic and foreign companies and investors in the technology sector. His clients routinely look to him for advice and guidance on corporate matters and transactions, including venture and debt financings, mergers and acquisitions and other strategic transactions, corporate governance and organization, executive and equity compensation, securities and regulatory issues, as well as licensing, commercial, labor, and employment matters. He brings deep legal and transactional experience and insight to Oceanic’s securities business, having represented clients in hundreds of financing and security transactions, which contribute towards Oceanic’s goal of building a strong reputation and business around finding solutions that benefit all parties.

Yaacov Silberman

Yaacov Silberman

Chief Operating Officer & General Counsel
Rimon

Yaacov Silberman is Chief Operating Officer and General Counsel of Rimon. Yaacov's innovations with Rimon have appeared in a wide array of publications, including The Economist, The American Lawyer, AmLaw's Law Technology News, Bloomberg, the California Daily Journal, the San Francisco Business Times, eLawyering and the National Post. He has been characterized as top innovator in the legal profession by the American Bar Association for his role in developing Rimon's alternative business model. Yaacov has presented on innovations in law firm management and technology at Harvard Law School, Stanford Law School, UC Berkeley Law School, and UC Hastings College of the Law. He is a graduate of the University of Pennsylvania Law School.