Founder & Managing Director
Stu spent the first fifteen years of his career on Wall Street in wealth management at firms including Paine Webber (now UBS AG, where he was first in a class of forty nationwide) Advest, Inc., and finally at Oppenheimer & Co. He left the industry in 2006 to found Snow Beverages, a manufacturer of natural soda.
Green Circle’s senior professionals are unique versus other bankers in that they have real operational experience in addition to their finance backgrounds. Stu personally raised millions in angel financing for Snow and acquired distribution in top retail chains including Whole Foods, Central Market, Stop & Shop, Super Target (nationwide) and many others. After serving as Snow’s CEO for six years Stu left in 2012 to return to Wall Street and founded Green Circle Capital Partners.
A graduate of Cornell University, Stu has been a vegetarian and follower of the natural products space since the age of fourteen. Stu is also a writer whose first published novel, “The Organ Broker,” was released in 2015 and named one of five finalists for the Hammett Prize for literary excellence in crime writing (the prior year’s winner was Stephen King). He speaks on raising capital and entrepreneurship, has been quoted broadly on food & bev in the media, and is a mentor at the Foodtech Accelerators for WeWork Food Lab in NY, Plug And Play in San Francisco and Startupbooptcamp in Rome. Stu is also a Director for The Better Meat Co. and a registered rep with Dalmore Group, LLC (member FINRA & SIPC) holding Series 7, 63, 82 and 79 registrations with FINRA.
Telephone: 646-875-4870 Email: firstname.lastname@example.org
Jeremy spent 10 years as an M&A Vice President at Bear Stearns and later at the the boutique bank Integrated Finance. He then moved to the buyside, evaluating early-stage investments in health & wellness as well as special situations for family offices/funds including Palm Ventures, and New Ground Ventures. Prior to becoming a banker Jeremy worked in Mexico City for a spin-off of Booz Allen Hamilton. He earned a B.A. from Stanford University and an MBA from the University of Chicago. He consults for a prebiotic toothpaste brand. Jeremy is also a registered rep with Dalmore Group, LLC (member FINRA & SIPC) holding Series 7, 63 and 79 registrations with FINRA.
Michael Vieten, CFA
Managing Director – Restaurants
Mike has spent his career analyzing, investing in and operating food & beverage businesses. He began his career as an equity research analyst covering the restaurant and food verticals at Stifel Nicolaus and Cowen and Company. While there, Mike covered 40+ publicly traded restaurant and food companies, meeting with management teams and building financial models and investment research reports.
Mike briefly left the investment industry to help launch a Pizza Hut franchise in Sub-Saharan Africa, called Marathon Restaurant Group. The company had the rights to the Pizza Hut brand in South Africa, Botswana, and Nigeria. Mike was responsible for helping set up the company’s corporate infrastructure in Cape Town, overseeing the company’s strategy, setting up the company’s supply chain, executing strategic acquisition due diligence, opening the initial stores and leading local store marketing efforts. After leaving Marathon to return to the States, and prior to joining Green Circle, Mike spent a few years consulting to restaurant groups and led investments in several private food & beverage companies.
Mike is a CFA charterholder. He received his MBA from Columbia Business School, and his Bachelor of Science degree from Columbia University’s School of Engineering and Applied Sciences. Mike is also a registered rep with Dalmore Group, LLC (member FINRA & SIPC) holding Series 63 and 82 registrations with FINRA.
Bakley Smith, CFA
Bakley Smith is a Chartered Financial Analyst (CFA) with over 17 years of experience in covering consumer-facing businesses. Bakley served as an equity research analyst with Bank of America and then Jefferies and Co., focused on the healthy lifestyle, food and drug retailing, packaged food and beverage sectors. At Green Circle he leads the supplement vertical and also leads on financial and diligence execution.
In between research positions, he worked for ABN-AMRO in Mexico City in commercial banking. He left Wall Street in 2010 to pursue entrepreneurial pursuits as an operator, and served for a time as the CFO of TestingMom.com, a high-growth internet startup. Subsequent to that Bakley consulted for early-stage companies, advising on capital plans and M&A strategy. At Green Circle Bakley leads on the VMS/Nutraceutical space, manages the firm’s research efforts and provides support on transaction execution. He is originally from Atlanta, Georgia and is a graduate of Wesleyan University in Middletown, Connecticut. Bakley lives in Brooklyn with his wife and daughter. Bakley is also a registered rep with Dalmore Group, LLC (member FINRA & SIPC) holding Series 63, 82 and 79 registrations with FINRA.
Francesco graduated from New York University’s Stern School of Business with a bachelor’s degree in finance. Prior to joining Green Circle he was a wealth management intern at UBS’ headquarters. “Cesco” is an athlete and continues to take a keen interest in nutrition, personal fitness, playing basketball, and going to sports events. At Green Circle, Francesco assists with research, financial modeling, marketing, and admin. He loves playing a part in helping young, conscientious brands to achieve their goals. Cesco is also a registered rep with Dalmore Group, LLC (member FINRA & SIPC) holding Series 63, 82 and 79 registrations with FINRA.
Managing partner, The Bricktown Group, Natural Food and Beverages
Eric is a well-known, veteran operator in the natural food and beverage industries. As CEO of Rao’s Specialty Foods, in just nine months Eric positioned, and ran a process, to successfully sell the business in June of 2017. He was previously the founder and CEO of New Leaf Brands, and also founded Skae Beverage International, the US distributor for Iceland Spring Water. He has served in senior-level sales, marketing and distribution roles at companies including Fresh Samantha, Hansen Beverage Company, and Arizona Beverages and consulted for numerous others. He has also managed numerous M&A transactions including the sales of Xing Tea in 2016 to New Age Beverages, Inkos Tea to Braintrust Investments, and Fruit 66 to Sun Orchard juice company.
Founder, Honeydrop Beverages, Beverages and Foodtech
David is the founder of Honeydrop Beverages, a line of cold pressed raw honey lemonades sold in leading retailers throughout the United States. Previously, David spent over eight years with PepsiCo where he developed marketing campaigns, launched new products and managed the Pepsi, Diet Pepsi, Pepsi’s Energy Drink Portfolio and SoBe Beverage brands. Prior to PepsiCo, David worked with ACNielsen, where he consulted for such CPG clients as Colgate Palmolive, the Hain Food Group and Revlon. Most recently, he consulted for Instacart, the leading internet-based grocery delivery company. He received a MBA from Georgetown University and a BS from Skidmore College. He has a weakness for anything made with gluten.
CEO/Investor/Board Member, Koios Medical Tech-enabled consumer and healthcare business
Graham is currently serving as CFO for Koios Medical, a medical device company whose acquisition he led with a group of LPs. Prior to Koios, Graham spent the majority of his career as GP & Partner of EuclidSR, a $250MM venture fund focused on healthcare and IT. Subsequent to leaving Euclid his brief ran a small fund that he launched to invest in private secondaries. Graham was Founder & President of Lillia Corp, a cosmecuetical company, and has recently consulted to Henckel. Graham is a former President of the NY Venture Capital Association, graduated BA cum laude from Yale College, holds a JD from the Yale Law School.
Shu de Jong
Founder & CEO, Midnight Solutions, Spirits/Restaurants/On-Premise Distribution/Pro Athlete Endorsement Liaison
Shu is a well-regarded consultant to the spirits industry, emerging restaurant concepts, as well as to other brands regarding on-premise distribution. In 2002, Shu created Panache Imports which became the importer on record and partner of 42 Below Vodka for North America. In 2007 Shu sold the Panache Imports rights in North America to Bacardi USA. Panache Beverages went on to own and market other successful brands such as Wodka Vodka, Alchemia vodka and Alibi American Whiskey which were also sold in profitable exits. At Midnight Solutions Shu has worked with the likes of Chelsea Hotels, Nike, Levis, RocNation, Sushi Samba, Marquee Nightclubs and many more.
Michael A Caso
Managing Partner, Omni Healthcare Communications, Healthcare, Healthcare
Mike’s foundation in the pharmaceutical and communications industries was established during his 22 years at Marion Laboratories/Marion Merrell Dow. During his tenure with Marion, Mike established non-traditional arenas for the company’s marketing efforts, including minority health, artificial intelligence, and managed care. Prior to starting Nexus Communications in 2002, Mike held executive management roles with 3 global communications organizations, establishing healthcare communication and medical education divisions for them. His therapeutic experience includes cardiology, neurology, oncology, surgery, infectious disease, and women’s health. Following the sale of Nexus in 2009 to UK-based Fishawack Communications, Mike held the roles of President, managing the US operations, as well as holding a position on the Board of Directors. During this period of time, Fishawack grew from a mid-sized communications organization to one of the largest independent healthcare agencies, with over 200 full-time staff.
Managing Director of Real Estate; Head of Real Estate Equity Capital Markets at Harborview Capital Partners
Jeff has twenty-five years of investment experience in the capital markets particularly focused within real estate finance. He runs the equity capital markets business for Harborview Capital partners and serves as the real estate finance partner to Green Circle. He was previously a Senior Vice-President at SunTrust Capital Markets, Inc. where he oversaw the trading of commercial and residential real estate loans on both a principal and agency basis. Prior to SunTrust, he was with National Bank of Commerce and before that he served in various roles at Lehman Brothers and Paine Webber (now UBS) in New York. He has also spent time managing a private investment fund. Jeff received his B.A. in Economics from Yeshiva University in New York.