| SRS provides an attractive solution by allowing the shareholders to eliminate the burden of being the representative with the comfort that the post-closing process will be professionally and independently managed. | ||
| Ilan Lovinsky
Partner Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP |
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Management Team
Paul Koenig, Co-Founder and Managing Director
Paul Koenig is an attorney and entrepreneur who co-founded Shareholder Representative Services. Paul formed SRS to meet the need for a professional firm to take on the role of “shareholder rep” so that venture capitalists wouldn’t have to continue serving in a role that involves a significant time commitment as well as potential legal and other risks.
Prior to forming SRS, Paul practiced law at some of the nation’s most prestigious law firms, specializing in the representation of both public and venture-backed companies in mergers and acquisitions (M&A), debt and equity financings, company formations, and securities issuance and compliance. Paul also represented numerous venture capital investors in connection with private equity financings and other transactions. Based on this experience, he has a strong understanding of both investment fund operations and the sale of venture-backed portfolio companies.
Paul was one of the founding partners of Kendall, Koenig & Oelsner, a Denver-based corporate and business law firm focusing on areas such as mergers and acquisitions, securities and venture capital finance. Previously, he was an attorney in the Chicago office of Latham & Watkins and in the Colorado office of Cooley Godward Kronish. Paul graduated from Northwestern University School of Law and received his B.B.A. in Finance from the University of Iowa.
Paul can be contacted at paul.koenig@shareholderrep.com.
Mark Vogel, Co-Founder and Managing Director
Mark Vogel is a serial entrepreneur and accomplished business executive who co-founded Shareholder Representative Services. Mark started SRS as a way to save venture capitalists time and money during the post-closing escrow period following the acquisition of one of their portfolio companies.
Before joining SRS, Mark was a founder of three venture-backed start-ups in the areas of Internet and network-based data management and embedded/intelligent device software technology. Prior to founding these start-ups, Mark spent over 20 years in financial services, principally at Bank of America. During his tenure at BofA, Mark created the Online Banking Group and was a member of teams that developed the first corporate data warehouse, the first mortgage-backed securities, the first foreign currency traveler’s checks and the first interactive trading and trader communications systems.
Mark holds a Master of Science degree from Stanford University in Operations Research and a Bachelor of Arts degree from Temple University in Mathematics and Accounting.
Mark can be contacted at mark.vogel@shareholderrep.com.
Maggie Wickes, General Counsel
Maggie Wickes is an attorney who helps manage the post-closing escrow process for SRS’ clients.
Prior to joining SRS, Maggie was an attorney with Cadwalader, Wickersham & Taft, practicing in the firm’s New York and Washington D.C. offices. Maggie represented clients in financial and securities matters, including hedge fund formation.
Maggie received a J.D. from Harvard Law School, and a B.A. in Political Science from Virginia Tech, where she was a Phi Beta Kappa scholar.
Maggie can be contacted at maggie.wickes@shareholderrep.com.
Daniel Urbano, Director of Product Management
Daniel Urbano is responsible for the design and development of the SRS technology and financial products that maximize shareholder value after the sale of a venture-backed company.
Daniel has more than 10 years of business, management and technology experience across an array of industries for various start-ups and consulting firms. His experience includes working at Cisco Systems, Volkswagen, APL, and Kaiser Permanente.
Daniel is a CFA Level II candidate, and has a Masters of Science in Finance from Saint Mary’s College, and a Bachelor of Arts in Physics and Economics from Middlebury College in Vermont.
Daniel can be contacted at daniel.urbano@shareholderrep.com.