Tobias Knapp Partner Baker McKenzie

Tobias (Toby) Knapp is a partner in Baker McKenzie's Transactional practice group, based in the New York office. Toby is an internationally recognized advisor to strategic and financial sponsor clients. He has been recognized by Chambers USA as one of New York’s leading lawyers for Mergers & Acquisitions, by The Legal 500 in the categories of middle-market and large M&A transactions, and as a notable practitioner by the International Financial Law Review.

Practice Focus

Toby counsels both US and multinational clients across a broad range of industries in their most important strategic and investment transactions. He routinely advises clients on corporate governance, shareholder activism, fiduciary and investment advisory relationships and a broad range of capital raising transactions.

Representative Legal Matters

Prior to joining the Firm, Toby advised on the following matters:

• A leading publicly traded technology solutions and specialty components manufacturer in acquisitions, divestitures and other strategic transactions across the United States and Asia.

• A leading European stock exchange and financial information company on US-based M&A transactions.

• A publicly traded pharmaceutical company in multiple strategic and capital raising transaction and sale through an all-stock merger combination.

• A leading asset management and corporate trust firm on numerous private equity investment transactions.

• A Nasdaq-listed live TV streaming company in its acquisition of a French media organization.

• A UK-based publicly traded sports media and gaming company in its acquisition of a sports data analytics and technology business.

• A leading Japanese trading company in acquisition and investment transactions in North and South America.

Roy Burns Managing Director, Co-Head of TA's North America Financial Services Team TA ASSOCIATES

Roy Burns, Managing Director at TA Associates (“TA”), is co-head of the Firm’s North America financial services investing efforts and a member of the Core Investment Committee. Based out of TA’s Austin office, Roy focuses on investments in financial services and financial technology companies, including electronic payment, investment management and wealth management end markets. Roy serves on the Board of Directors of AffiniPay, Apex Group, Caprock, Financial Information Technologies (Fintech), Orion Advisor Solutions, Rectangle Health and Wealth Enhancement Group. Additionally, Roy led or was actively involved in TA’s investments in BluePay, Cardtronics, Dealer Tire, Exeter Property Group, First Eagle Investment Management, K2 Advisors, Numeric Investors and Stadion Money Management. Prior to joining TA in 2001, he worked at Banc of America Securities in its High Yield and Leveraged Finance Group, and at Davidson Kempner Partners where he focused on public company investments. He earned a BS in Business Administration, with Special Attainments, from Washington and Lee University and his MBA as an Arjay Miller Scholar from the Stanford Graduate School of Business. Roy is a Leadership Circle member of The Honor Foundation, and he was formerly a Trustee of the Boston Ballet and an Advisor of the Museum of Fine Arts, Boston.

Bob Morse Co-Founder and Managing Director STRATTAM CAPITAL

Bob Morse

Co-Founder & Managing Partner

Bob founded Strattam Capital in 2013 along with Adrian Polak, and he serves as Managing Partner.

He is currently director of Action Title Research, Affinaquest, CloudHesive, Contegix, and Trax Group. Previously, Bob was a Partner and member of the Investment Committee at Oak Hill Capital Partners. He also worked at GCC Investments, a growth private equity firm based in Boston, and at Morgan Stanley.

Bob attended Princeton University, graduating summa cum laude with a B.S.E., and Stanford Graduate School of Business, where he earned his M.B.A. and was an Arjay Miller Scholar.

Karl Schade Founder and Managing Partner PRESIDIO INVESTORS

KARL SCHADE

Presidio Investors Founder and Managing Partner

Karl Schade has been structuring, analyzing, and managing private equity investments for over two and a half decades. Today, he serves as Managing Partner of Presidio Investors, the private equity firm he founded in 2007. In this role, Mr. Schade has spent fourteen years focused on middle market buyouts, specifically in the technology, media, and financial services industries. At Presidio Investors, Mr. Schade, and the middle market-focused team he recruited, have invested in thirteen platform investments through thirty-eight acquisitions.  Mr. Schade is based in Austin, TX.

Mr. Schade also has significant CEO experience. From 2013-2016, he was the CEO of The Presidio Group, a San Francisco-based financial services firm with ~$5 billion of assets under advisement. As CEO, Mr. Schade worked with the team and Board of Presidio to grow assets, open a Washington D.C. office, and restructure the firm, resulting in a successful exit. During 2011, Mr. Schade also served as CEO of Hattrick Sports Group, one of Presidio Investors’ most successful technology investments.

Prior to founding Presidio Investors, Mr. Schade worked for a decade at several large private equity firms, including The Blackstone Group in New York City, Silver Lake Partners in Menlo Park, and Blum Capital Partners in San Francisco. While at these Firms, Mr. Schade learned industry best practices and was a team-member on deals representing approximately $1 billion of invested equity capital. 

Mr. Schade received his MBA from Harvard Business School, and his BA from Claremont McKenna College.  Mr. Schade has served on numerous Boards and Associations, and he is a frequent speaker at industry events.

Presidio Board Seats (past and present): Bravas, Podium Audio, Golden Pear Funding, National Health Finance, Hattrick Sports Group, Metropolitan Bank, and Lindora