Ivan Whittey

Director/Board Member at

Legal Sifter, Inc.

Finance

Consumer Services

Technology Services

Profile

Ivan Whittey is Managing Director at Carrick Capital Partners LLC since 2020.
Mr. Whittey is Director at Legal Sifter, Inc. since 2023.
Mr. Whittey is Board Member at Everspring, Inc. since 2020.
Formerly, Mr. Whittey was Associate at Goldberg Lindsay & Co. LLC from 2013 to 2015.
Mr. Whittey was Vice President at Spire Capital Partners, LLC from 2017 to 2020.
Mr. Whittey was Board Member at On Campus Marketing LLC from 2018 to 2020.
Mr. Whittey was Investment Banking Analyst at Morgan Stanley Credit Partners from 2011 to 2013.
Mr. Whittey was Board Member at Trax Group, Inc. from 2018 to 2020.
Mr. Whittey completed undergraduate studies at the University of Southern California.
Mr. Whittey earned an MBA from The Wharton School of the University of Pennsylvania.

Ivan Whittey active positions

Companies	Position	Start
Carrick Capital Partners LLC Carrick Capital Partners LLC Investment ManagersFinance Carrick Capital Partners invests in companies located in the United States with revenues of USD 20 - 100 million. The firm focuses on software, SaaS, transaction processing and technology-enabled service sectors. It provides financing for growth stage capital transactions with an investment size more than USD 35 million for primary and secondary transactions.	Private Equity Investor	31/12/2019
Everspring, Inc. Everspring, Inc. Miscellaneous Commercial ServicesCommercial Services Provides customized online education solutions	Director/Board Member	31/08/2020
Legal Sifter, Inc. Legal Sifter, Inc. Packaged SoftwareTechnology Services Provides AI-powered contract operations solutions for legal activities	Director/Board Member	28/02/2023

All active positions of Ivan Whittey

Former positions of Ivan Whittey

Companies	Position	End
Trax Group, Inc. Trax Group, Inc. Packaged SoftwareTechnology Services Develops freight audit and payment platform	Director/Board Member	30/12/2020
On Campus Marketing LLC On Campus Marketing LLC Specialty StoresRetail Trade Operates as an online merchandise store	Director/Board Member	30/12/2020
Spire Capital Partners, LLC Spire Capital Partners, LLC Investment ManagersFinance Spire Capital Partners invests in middle market companies located in North America with a minimum EBITDA of USD 2 million and minimum revenues of USD 10 million. The firm targets companies operating in the fields of technology enabled business services, media, education and communication sectors. It participates in recapitalization, roll-ups, management lead buyout and buyout transactions with an investment size of USD 15 - 125 million. The firm acquires controlling & majority stakes in the company. It acts as a lead investor.	Private Equity Investor	31/07/2020
Goldberg Lindsay & Co. LLC Goldberg Lindsay & Co. LLC Investment ManagersFinance Goldberg Lindsay & Co invests in companies located in the United States primarily in North America and Western Europe. The firm targets companies operating in the fields of industrial, consumer, healthcare, financial, business and government services. It provides financing for growth stage capital requirements. It also acquires a board seat and makes follow-on investments.	Private Equity Analyst	30/12/2015
Morgan Stanley Credit Partners Morgan Stanley Credit Partners Investment ManagersFinance Morgan Stanley Credit invests in lower middle market companies located in the in North American and Western European primarily in United States and Canada with an EBITDA of USD 5 - 200 million. The firm focuses on a broad range of sectors and industries. It provides financing in the form of Senior Debt, Junior Capital, Equity, mezzanine debt, preferred equity for growth stage capital requirements with a transaction size of USD 25 - 250 million. It acquires controlling position and also makes co-investments.	Corporate Officer/Principal	30/12/2013

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Linked companies

Private companies	10
University of Southern California University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Goldberg Lindsay & Co. LLC Goldberg Lindsay & Co. LLC Investment ManagersFinance Goldberg Lindsay & Co invests in companies located in the United States primarily in North America and Western Europe. The firm targets companies operating in the fields of industrial, consumer, healthcare, financial, business and government services. It provides financing for growth stage capital requirements. It also acquires a board seat and makes follow-on investments.	Finance
Spire Capital Partners, LLC Spire Capital Partners, LLC Investment ManagersFinance Spire Capital Partners invests in middle market companies located in North America with a minimum EBITDA of USD 2 million and minimum revenues of USD 10 million. The firm targets companies operating in the fields of technology enabled business services, media, education and communication sectors. It participates in recapitalization, roll-ups, management lead buyout and buyout transactions with an investment size of USD 15 - 125 million. The firm acquires controlling & majority stakes in the company. It acts as a lead investor.	Finance
On Campus Marketing LLC On Campus Marketing LLC Specialty StoresRetail Trade Operates as an online merchandise store	Retail Trade
Morgan Stanley Credit Partners Morgan Stanley Credit Partners Investment ManagersFinance Morgan Stanley Credit invests in lower middle market companies located in the in North American and Western European primarily in United States and Canada with an EBITDA of USD 5 - 200 million. The firm focuses on a broad range of sectors and industries. It provides financing in the form of Senior Debt, Junior Capital, Equity, mezzanine debt, preferred equity for growth stage capital requirements with a transaction size of USD 25 - 250 million. It acquires controlling position and also makes co-investments.	Finance
Carrick Capital Partners LLC Carrick Capital Partners LLC Investment ManagersFinance Carrick Capital Partners invests in companies located in the United States with revenues of USD 20 - 100 million. The firm focuses on software, SaaS, transaction processing and technology-enabled service sectors. It provides financing for growth stage capital transactions with an investment size more than USD 35 million for primary and secondary transactions.	Finance
Everspring, Inc. Everspring, Inc. Miscellaneous Commercial ServicesCommercial Services Provides customized online education solutions	Commercial Services
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Legal Sifter, Inc. Legal Sifter, Inc. Packaged SoftwareTechnology Services Provides AI-powered contract operations solutions for legal activities	Technology Services
Trax Group, Inc. Trax Group, Inc. Packaged SoftwareTechnology Services Develops freight audit and payment platform	Technology Services