Our Team

What Drives Our Success

What makes us successful is quite simple: we genuinely care about others, believe in hard work, and like to have fun along the way. All of us on the team enjoy what we do. We've built businesses, advised business leaders, and because we've walked a mile (or more) in their shoes, we understand a company's excitement and fears. Our objective is to convert the excitement to reality and to minimize the fears through proper planning, strategy, and financial resources.

We're proud of the successes we and our clients have had during the past two decades, but even more so of the relationships that we've built. Our approach has been built on respect, honesty and straightforward dialogue — three things that seem to be rare these days.

In the end, it's really about people and maximizing your company's true potential.

CORPORATE LEADERSHIP

Don Warriner, Managing Partner

Seventeen years ago, Don founded VentureWest Partners, LLC and focused on M & A, capital formation and strategic business consulting. He is an experienced Investor/CEO/Strategist with over 30 years of experience building, leading, funding, acquiring, and selling companies. He was a co-founder of Vonzos Partners, a venture capital technology accelerator fund.

As President/CEO he built a leading automotive software company that he sold to Ernst & Young Consulting and also led a real estate portfolio software company that was acquired by Equifax. Don also served as a former IBM senior executive and led the Next Generation CRM consulting practice for North America for the automotive and retail petroleum sectors.

Previously, he founded and led Bainbridge International Holdings, Inc., a merchant bank that focused on investing in privately held companies. He began his career in public accounting and later joined PaineWebber as an investment banker. Don has served on several boards of directors over the years including Hampton Products, Data National Corporation, Blue Lime Software, EZ Healthcare, WeeSchool, Inc. and InSoCal Connect. He is a Senior Advisor to Red Door Capital Partners. He has an MBA from the University of Colorado.

Don is a 5th generation Coloradoan and enjoys skiing, golfing and hiking.

Larry Hay, Managing Director

Named one of the top 100 business executives in Colorado and with over 35 years of leadership experience, Larry has served as an Operating Partner and Director for two Private Equity firms with over $1 billion underinvestment. He has identified the opportunity potential in target companies, developed the strategic plans and oversaw the operational implementation of growth initiatives. In addition, he has worked to ensure that companies maximize their potential; often taking an interim CEO role and developing management teams and providing Board leadership as Chairman. He has extensive experience in due diligence, capital formation, Mergers and Acquisitions, streamlining operations, solving complex challenges and multi-unit replication across multiple industries.

Prior to Private Equity, Larry's career included C-Level positions in the medical services, multi-unit retail and restaurant, business services, technology, healthcare and manufacturing and distribution industries. He was CEO and Chairman of Symbius Medical, where he grew a local medical distribution company to a national chain; a Founder and Chief Executive Officer of SmartCare Family Medical Centers, Inc., a retail based health care chain which grew from startup to national presence; Founder, President and Vice Chairman of HomeSync Corporation, a home technology integration company; Senior Vice President & Chief Operating Officer of Einstein Bros./Noah's Bagel Corporation where he led the national expansion of the chain; Area Vice President of FedEx/Kinko's Corporation where he managed the central United States and led the re-focus on corporate services and new directions; Led the 13 state Southeastern Operations for PepsiCo/Taco Bell where he grew the business from 125 to over 1,000 locations; and spent many years opening new markets with Tandy Corp/Radio Shack.

Larry graduated Cum Laude from the University of Georgia. An accomplished speaker and presenter, he regularly gives talks on a variety of topics. Originally from Savannah, GA., he resides in Denver, CO with the love of his life.

Stewart A. Loewenstein, Managing Director

Stewart has over 25 years of experience in structured finance, distressed investing, private equity, real estate, and asset management. Over his professional career, he has completed over $10 Billion worth transactions and has started several private equity funds and other finance related entities.

Stewart's consulting experience includes spearheading the initial development of 1.2 Million sq. ft. mixed unit development project including obtaining project entitlements, public & private financing, and municipal development & incentive agreement worth more than $280 Million. Additionally, he has consulted in the formation of opportunity zone and special situation funds.

As Managing Director for several private equity funds, he has established a vast resource of contacts within the distressed and private equity universe while maintaining a successful asset management track record. Over a five-year period, Stewart completed over 100 acquisitions of distressed investments with a face value of $750 Million and assisting the portfolio asset management.

Previously, Stewart co-managed an asset-backed portfolio valued at $7.5 Billion for a fortune 200 company. The portfolio consisted of large leverage lease portfolio, 10 Million sq. ft. of Class A real estate investments and two finance operating units. He also managed various significant corporate development strategies including the acquisition of several companies and tax-free asset exchanges.

Stewart has lived in Denver for his entire professional career and enjoys all outdoor activities.

James D. Somes, Managing Director

Jamie has 30+ years of experience in investment banking, principal investing, and corporate and leveraged finance. Business development focus is on emerging to middle-market All Natural/Better for You Foods, Sustainable Ag, Ag technology and related Food & Beverage public and private companies. Jamie has originated, structured, and placed over 100 principal, private equity, leveraged acquisitions, divestitures, mezzanine, and international merchant banking engagements in excess of $7 billion. Jamie is an active board member/advisor for complex financing, governance and strategic issue companies. He is also active as a principal in acquisitions, growth capital investments, and new company formations with several exits/recaps (portfolio IRR > 25%).

Currently,

  • Managing Partner, Secure Foods International Holdings (SFI) (Food & Bev Investment principal & Independent Sponsor)
  • Managing Partner, Columbia AgCap Partners, LLC (Sustainable Ag, AgTech and related Food & Beverage merchant bank with principal focus)
  • Chairman, American Land & Cattle, LLC (Grass-Fed Beef & other natural protein production and distribution with restorative land management)

Previously,

  • Managing Director- Qualia Legacy Advisors (media/entertainment-corporate finance advisory)
  • Chairman of the Board, Chairman of the Special Committee and membership on the Audit and Compensation Committee, Liquid Audio (NASDQ: LQID). Led digital music company's restructuring.
  • CEO/President – two software companies; board member 10 private company boards.
  • CEO/President and co-founder, Alexander Dunham Capital Group and Ambient Capital Group, Inc.
  • Vice President/Senior Marketing Executive, Security Pacific Business Credit; co-founder and West Coast manager of $80 million mezzanine debt fund
  • Vice President, Citicorp Leveraged Capital and with Citicorp International Limited, Citicorp's Hong Kong-based Asia/Pacific Merchant Bank
  • MBA (Finance) and MS Urban Planning/Regional Economics, Columbia University; BA, Tufts University
  • Board of Trustees, Campbell Hall (Episcopal) School

Rick Simms, Senior Advisor

Rick is a CPA with 30+ years' experience in all aspects of business and tax consulting. Rick supports businesses and people focused on meaningful problems by leveraging his network to bring in the right people, partners, and investors.

Currently,

  • Director, EdCuration, Inc. – EdTech company specializing in curating supplemental education products to schools.
  • Owner, R Simms PC

Previously,

  • CFO and Investor, WeeSchool, Inc – Website and app specializing in early childhood education for parents. Partners were Will and Julie Clark, founders of Baby Einstein. Merged with Teaching Strategies and sold to KKR in 2021.
  • Director and CFO, Autolink, Inc – Joint Venture with Ernst and Young specializing in providing training, procurement, and CRM to the automotive industry.
  • Business Development and Finance, Jerry Chambers Exploration Co – Major independent oil and gas exploration company in the Rocky Mountain area.
  • Director and CFO, Screenplay, Inc. – Joint Venture with Tele-Communications Inc. in the video distribution business.
  • In charge of the International Practice, KPMG Denver office.
  • Various committees and positions with the Colorado Society of CPAs.
  • Colorado Behavioral Health Task Force – Appointed by Colorado Governor Polis to evaluate and set the roadmap to improve the current behavioral health system in Colorado.
  • Chairman of the Board, Wellpower – Nonprofit providing behavioral health services to over 20,000 children, adults and families in the City and County of Denver.

Rick also spends time helping the US Adaptive Alpine, Snowboard, and Nordic Teams and is founder and Treasure of No Excuses Unlimited. No Excuses provides direct funding to the Paralympic athletes.

Success is within reach — leverage our experience today!

Take all the credit. We won’t tell a soul.

Whatever the challenge, we'll tackle it. Give us a call and let's discuss it.

Contact us today!