introduction
Sherbrooke Capital is the leading venture capital firm focused exclusively on investing capital in the rapidly growing Health and Wellness industry.

Our goal is simple, and probably the same as yours - to be the best at what we do. In our case, that means being the preferred provider of equity capital to the Health and Wellness world by working closely and effectively with entrepreneurs to nurture and grow exceptional businesses.


about Sherbrooke
    history
    Sherbrooke Capital was launched in 1999 to create a Fund dedicated exclusively to providing growth and expansion capital to emerging companies in the Health and Wellness industry.

    At the time, we recognized the growth of the Health and Wellness industry as the convergence of the $700 billion food and beverage industry and the $150 billion pharmaceutical industry, influenced by consumer trends in exercise, healthy lifestyles and nutrition, and galvanized by paradigm shifts in consumer attitudes toward wellness and disease prevention.  Initially, Health and Wellness was viewed largely as a segment at the intersection of the two established industries.

    Today the Health and Wellness industry is regarded as a separate and distinct industry in its own right with a number of identifiable segments.  It has grown to encompass a broader concept of health, food, beverages, disease management, prevention, and self-care diagnostics, among others, and to include a wide variety of companies whose products and services help facilitate a fundamental change in how people view and participate in their healthcare and food choices.


    limited partners
    Sherbrooke Capital believes deeply in the strength and sustainability of the growing Health and Wellness market, and seeks to invest in companies whose products and services initiate a fundamental change in how people view and participate in their healthcare and wellness options and choices.

our strategy
    market opportunity
    Driven by a desire to live both healthier and longer while facing rising healthcare costs and the inevitability of aging, Americans have begun to take a more active role in their own health and wellness and are seeking foods, beverages, medical devices, services and information which help them do this.

      Nutrition Business Journal, which tracks the portion of the industry that includes supplements, foods, beverages and natural personal care products, reports a market size of $140 billion.  Within this market, certain sub-segments are growing at even faster rates.  Natural and organic foods, which is an $18.4 billion industry, grew 13% over the past year and natural personal care products are estimated to be a $5.5 billion market growing at 11% per year.

    Healthcare services and consumer-oriented medical devices are also growing rapidly, fueled by an aging population that seeks to play an active role in managing their healthcare and wellness options and choices.  Complementary and Alternative Medicine, which has begun to receive recognition by traditional health care providers and insurers, is estimated to be a $32 billion market and is also growing rapidly.

    key trends
    We believe that the Health and Wellness market will continue to expand and mature, driven by substantial, long-term trends.  Key trends that are driving growth in this market include:

    • Growing Influence of Aging Boomers
      Just as boomers have redefined every other life stage that they have encountered, so too will they transform their retirement and pre-retirement years.  From choosing healthy foods and beverages to seeking preventive healthcare services and health information, the boomers are in the process of changing the model of healthcare in the U.S.

    • Search for the Fountain of Youth
      In addition to living healthier longer, boomers are striving to look younger longer as well.  This longing for the fountain of youth has resulted in strong growth in the number of health related industries over the past 5 years.

    • Gen Y - Kids
      The generation of young adults and kids coming of age today are the most diagnosed, most labeled generation in history.  Issues confronting this population include concerns around increased incidence of behavioral health problems including ADD/ADHD, as well as physical health issues such as rising rates of obesity, allergies, and asthma.

    • Battle of the Bulge
      During the past 20 years, obesity among adults has risen significantly in the U.S., to the point where studies show 64.5% of U.S. adults are obese.  The increase is not limited to adults - 1 in 4 children are overweight.  Obesity increases the risk of many diseases and health conditions, and associated medical costs represent staggering liabilities for insurers, employers and the government.

    • Food Safety
      In recent years, consumers and the food industry have become increasingly concerned about the safety of the food chain.  Product recalls associated with bacterial outbreaks of E.coli and listeria, and cases of Mad Cow have heightened the need for better methods of testing and control to improve food safety.

    • Fortifying Foods
      As the health benefits of value-added ingredients such as calcium, omega-3s and phytosterols have become better understood and accepted by consumers, manufacturers have responded by offering a variety of products fortified with additional vitamins and nutrients.  The number and breadth of fortified food and beverage offerings has grown substantially, creating a $23.4 billion industry that is growing at an annual rate of over 8%.

    • Corporate Repositioning
      Manufacturers have responded to increased demand for healthy foods and beverages by repositioning both their product offerings and marketing budgets around a focus on healthy alternatives.

    • Exciting Science
      Ongoing research has confirmed that lifestyle, nutrition and genetics have direct impact on chronic conditions.

    • Healthcare Delivery is Changing
      Increasingly, mainstream physicians are incorporating fitness, nutrition and prevention programs as standard practice, and insurers are covering preventative treatments, nutrition and general "wellness" therapies in addition to conventional medical and health treatments.

    investment criteria
    Sherbrooke Capital invests at the nexus of several industries, including food and beverages and healthcare devices, products and services. We look at opportunities in areas as diverse as:

    • Functional foods and beverages
    • Nutritional ingredients businesses
    • Bioactives and therapeutic compounds
    • Prevention and self-care diagnostics and tools
    • Healthcare related consumer products and services
    • Minimally and non-invasive medical devices
    • Medical informatics

    We provide growth and expansion capital to companies which have already-developed products and services based upon proven science, with a proprietary position due to intellectual property or a strong brand franchise, and are seeking capital to initiate product roll-out or expand distribution and market presence.  We are usually the first venture investor in our portfolio companies and are usually part of a syndicate of venture investors.

    The Fund invests across a broad spectrum of stages of company development; typically, we invest $1-4 million at a time, and potentially up to $8 million in a given company over several financing rounds.  While we do take a significant equity position in exchange for our investment and become a member of a company's Board of Directors, we do not necessarily require a control position and are comfortable as minority shareholders.

    We seek to work with dedicated, passionate, and experienced entrepreneurs who are looking to form an active and involved partnership with savvy, accessible investment professionals.  We are looking for management teams who enjoy the give-and-take of debate and brainstorming, who seek to solve for the best answer in a given situation, and who appreciate having investors who possess deep industry knowledge and contacts, access to significant strategic resources, and a passion for building successful companies.

    creating value
    Beyond equity capital, Sherbrooke provides significant operating, strategic, scientific, marketing and technology expertise to portfolio companies.  We assist management in every aspect of building a solid and growing business.

    Above and beyond those capabilities, which are typically provided by experienced venture capitalists, Sherbrooke Capital can bring to bear a wealth of Health and Wellness industry experience and expertise that few other venture capital firms can duplicate.  When appropriate, we are able to identify and tap into key personnel in functional areas at each of our industry limited partners.  This provides a powerful assist to our portfolio companies and allows them to turbo-charge their growth projections, cut costs, and leverage the experience of a large, established industry player with significant expertise and know-how, all while retaining the nimbleness, entrepreneurial zeal and passion that are nurtured in the start-up culture.

    It is this ability to blend the best of the large corporate perspective with the realities of the entrepreneurial world that makes Sherbrooke Capital unique…and provides superior value to our portfolio companies.


our portfolio
    current
    Advanced BioNutrition
    Advanced BioNutrition is a leader in developing science-based proprietary products that improve animal and human health and nutrition, increase safety, and ensure environmental sustainability particularly in the field of aquaculture.  ABN's first product, AquaGrow, is a specialty feed based on microalgae designed to deliver high dosages of DHA, an essential omega-3 fatty acid that has been shown in controlled studies to enhance fish growth and natural immunity.  As a replacement for traditional fishmeal feeds ABN's proprietary microbial source of DHA offers the aquaculture industry the only viable alternative for producing shrimp and other farmed seafood in a sustainable manner.

    ABN has also developed a unique technology, MicroMatrixTM, that can allow for the encapsulation of a wide range of bioactive molecules, such as probiotics, enzymes and vaccines.

    In March 2002, Sherbrooke Capital co-led a $6.0 million financing with Eastbourne Capital Management, L.L.C., a San Rafael-based hedge fund.  The round also included investments by the State of Maryland Department of Business and Economic Development and individuals.  The Company closed a $7.5 million Series B financing round in December 2004.  The round was co-led by BASF Venture Capital, SAM Sustainability Private Equity, and Arancia International, and also included participation by all existing investors.  In June 2007, ABN closed a $7.75 million Series C round, led by Sea Change Investment Fund.


    Adina For Life, Inc.
    Adina For Life, Inc. markets a line of organic, fair trade-certified beverages with culturally inspired recipes from around the world.  Its ready-to-drink coffee beverages have been met with tremendous interest from the market because of the great taste, exotic and authentic imagery, and a better-for-you nutritional profile.  Moreover, the brand resonates with consumers and retailers alike because of its strong commitment to fair trade practices and sustainable economic development.  Adina's RTD coffee line currently consists of four flavors (Ethiopian Espresso, Mayan Mocha, Iced Chai Latte and Sumatran Vanilla Latte), and its juices come in eight flavors, including Mojita, Pomagic and Goji.

    The RTD coffee market is a $1 billion market in the U.S., with only a 10% household penetration.  However, the market is growing rapidly, especially among younger consumers, and Adina stands poised to take advantage of this trend with a product that is delicious and a brand whose attributes are increasingly important to consumers.  Organic beverage sales have increased 97% in the past five years, and the growth of fair trade products was up 42% in 2006 versus the prior year.

    Sherbrooke invested in Adina in April 2008.


    Affinnova
    Affinnova has developed a series of genetic algorithms for the consumer products marketplace which harness the philosophy of Darwinian evolution in order to optimize concept, product and brand development success.  The backbone of Affinnova's IDDEATM technology (Interactive Discovery and Design by Evolutionary Algorithm) is based upon the "survival of the fittest" principle which evolves the most preferred design for a given target market by allowing large numbers of consumers to consider a number of product attributes in an online visual environment.  The IDDEATM algorithm alters the product choices presented in real time, effectively allowing each respondent to design the product, packaging or communications message that they most prefer. Affinnova's IDDEATM is becoming a recognized solution to branded consumer companies as they seek to improve new product success rates by bringing users more effectively into the product development process.  To-date, Affinnova's customers include Procter & Gamble, ConAgra, General Mills, Nestle Purina, Del Monte, Cadbury, Ben & Jerry's, Aéropostale, Microsoft & Coach.


    Boathouse Sports
    Boathouse Sports designs, manufactures and sells custom team outerwear and clothing to colleges, high schools, prep schools and the club sport market.  Founded in 1989 as a supplier to rowing teams, Boathouse has grown to become the premier provider of team outerwear in the country.  Boathouse is known for its high quality jackets, its unique ability to provide customized products, and its quick delivery time.  Thousands of athletic teams across the country purchase Boathouse outerwear, and many have been loyal customers for more than a decade.

    Boathouse has also moved beyond outerwear.  Responding to the trend in the market toward high performance fabrics, Boathouse has introduced a line of custom made performance wear clothing and uniforms that are specifically designed to control body temperature and wick away moisture.  Using a technology called sublimation, Boathouse is able to custom make each garment, allowing for unlimited customization.  Team colors, logos, and athlete names and numbers can be dyed directly into the fabric resulting in improved performance characteristics and providing Boathouse with a significant advantage in the marketplace.

    Sherbrooke Capital invested in Boathouse in November 2005, July 2006, and August 2007.


    Ciao Bella Gelato Company
    Ciao Bella Gelato Company is the leading national manufacturer, retailer, and marketer of all natural gelato and sorbet.  With an impressive 35% top line growth for the past two years, Ciao Bella has become one of America's most rapidly-emerging brands, most recently featured on the Oprah Winfrey Show and named one of the top brands on the verge by Brandweek Magazine.

    Fondly called America's Gelato, Ciao Bella began in a tiny storefront kitchen in New York's little Italy in 1983.  Ciao Bella has set the dessert standard for innovation and supreme indulgence with its collection of all natural, chef inspired gelato and sorbet pints.  Offering unique and intense flavors like Blood Orange Sorbet and Key Lime Graham Cracker Gelato, Ciao Bella uses only the most elite and pure ingredients, resulting in frozen specialties which embody both classic Italy and modern America.

    Already available in over 4,000 retailers nationwide, Ciao Bella will expand its mainstream grocery presence this year to include Safeway, Harris Teeter, Shaw's Supermarkets, and Costco Wholesale-Northern California.

    Sherbrooke Capital and Encore Consumer Capital co-led a $14 million round in May 2008.


    FoodShouldTasteGood
    FoodShouldTasteGoodTM (“FSTG”) markets a line of all natural, unique tasting tortilla chips.  FSTG's initial product line consisted of four flavors: Multigrain, Jalapeño, Chocolate, and Olive.  FSTG recently introduced three new flavors: The Works, Buffalo and Sweet Potato.  Unlike other chips which are seasoned topically, FSTG's chips are flavored by the wholesome ingredients with which they are made.  All flavors have achieved strong acceptance in the natural grocery, mainstream grocery, and club channels.

    Sherbrooke Capital invested in FoodShouldTasteGoodTM in March 2007.


    HealtheTech
    HealtheTech is a healthcare technology company that develops, manufactures and markets proprietary, non-invasive healthcare devices and tools which are designed to give both healthcare professionals and consumers simple, actionable and highly effective information which they can use to improve their health and wellness.  The Company's flagship product, the BodyGem, is a self-calibrating, hand-held device that accurately measures oxygen update, which is then used to derive the user's resting metabolic rate (RMR).  RMR is a measure of the number of calories a person burns over a 24 hour period.  Knowing one's metabolic rate is critical to helping manage nutritional needs and caloric intake.  The BodyGem is marketed to dieticians, nutritionists, personal trainers, doctors and consumers.

    Sherbrooke invested in HealtheTech in June of 2001.


    Immaculate Baking
    Immaculate's core line of products consists of 7-ounce boxes of cookies targeted toward adults.  Flavors include traditional tastes such as Chocobilly's (chocolate chip) and Sweet Georgia Brownie (triple chocolate), as well as a number of unique and award-winning flavors such as Pumpkin Gingerlies and Key Largo Lime.  Immaculate also sells a line of kids' cookies which are organic and low in fat.  Immaculate recently introduced "Better Bakes", the first all-natural refrigerated, place and bake cookie dough in the market.  Retail and consumer acceptance of Better Bakes has been very strong.

    Immaculate's packaging features American folk art, providing unique brand identity.  As people continue to look for healthier snacking alternatives and unique brand propositions, Immaculate is well positioned to meet this demand.

    As part of this investment, Cory Comstock, Sherbrooke Capital General Partner, works closely with Immaculate's management team to execute the company's growth strategy.


    Outside The Classroom
    Outside The Classroom develops and sells health and life skills courses designed to serve college and high school students, as well as parents, health educators, HMOs, corporations, state governments and the military.  The company was founded in 2000 to deliver quality health education to students to improve their lives, preserve their academic potential, and create healthy campus communities.

    OTC's first product, an online alcohol education course called AlcoholEdu, is sold into the high school, college and university markets.  The course provides a three-hour science based overview of the effects of alcohol consumption.  The program is designed to function as a primary prevention effort for an entire population and is structured to provide a customized course for each student, depending upon their drinking behaviors and reported willingness to change.

    Research has found that the course does affect a change in drinking behavior.  Results of a peer reviewed study conducted by a researcher at the University of Illinois found that students who take AlcoholEdu report 50% fewer negative health, social and academic consequences related to drinking than students who had not been exposed to the course.  Today over 600 colleges and universities are using the AlcoholEdu course.

    During the past 18 months OTC has launched a parent course, added a module on sexual harassment to the college course, and launched a mental health course.

    Sherbrooke invested in Outside The Classroom in 2002.


    Polymerix
    Polymerix is a specialty pharmaceutical company that developed a new class of pharmacologically active biodegradable polymers called PolymerDrugsTM.  These PolymerDrugsTM are polymerized forms of well-known drugs, which when placed in contact with tissues, break down over controlled periods of time to produce relatively high, localized drug levels, thereby enhancing therapeutic effects while minimizing side effects.

    The company's polymer technology is unique because it incorporates drug molecules as the major component of the polymer backbone, enabling extremely high potency for sustained delivery and providing opportunities to achieve novel and valuable therapeutic effects.  In addition, PolymerDrugsTM are very malleable, allowing them to be used as coatings on medical devices or formed into microspheres for a range of drug delivery options.

    Polymerix's technology has proven effective in pig studies and is currently being tested in further animal studies. Applications in the fields of cardiac stents, orthopedic implants, surgical meshes, catheter coatings, and wound healing devices are being pursued.


    TransMedics
    TransMedics is a medical device company based in Andover, Massachusetts, which is strategically positioned to address needs of the large and growing population of patients with end-stage organ failure.  The company's proprietary Organ Care System is the first and only device to maintain organs in a "living", warm and functioning state, outside of the body during transport from organ donor to recipient.  In the TransMedics Organ Care System, hearts beat, kidneys make urine, livers produce bile.

    Organ transplantation is the preferred treatment for most types of end-stage solid organ failure.  Today, however, patients confront a serious shortage of organs compounded by clinical outcomes from transplantation that are often suboptimal, due to current techniques for organ preservation.  The current method for preserving and transporting organs is essentially a cooler filled with ice.  This approach limits the time and distance that organs can travel from donor to recipient, prevents surgeons from evaluating the health of an organ before implanting it, and contributes to post-transplant complications.  By contrast, the TransMedics Organ Care System provides a life-support system for organs en route to transplant recipients.  Perfused with warm, oxygenated, nutrient-enriched blood and maintained in a normal functioning state, the organs can travel further and arrive healthier.  Moreover, receiving surgeons can assess the organ's functional status using the system's built in monitor and deliver therapies to isolated functioning organs for the first time ever.  TransMedics' products are designed to ensure the healthiest possible organs, to increase organ availability and to improve transplant outcomes.

    Sherbrooke invested in TransMedics in 2003.


    VetCentric
    VetCentric is a prescription drug distribution company which serves the veterinary marketplace.  The company provides fulfillment and delivery, directly to pet owners, of chronic medications and nutrition products which their veterinarians prescribe.

    VetCentric's business proposition is unique in several ways - the Company offers a broad array of animal medications, the specialty compounding of individualized formulations, and the easy distribution of custom therapeutic diets and nutrition products - all delivered quickly and cost effectively to pet owners' homes.  Furthermore, VetCentric is the first and only such company in the marketplace which works in close cooperation with veterinarians - providing a valued service which is tailored to the clinical, logistical and emotional needs of animal health professionals.  By partnering with, rather than competing against veterinarians, VetCentric has crafted a unique and compelling business model which maintains and bolsters the vet's position at the hub of professional and compassionate animal care.

    In December 2004, Roger Jones joined the Company as President and Chief Executive Officer.  Since then VetCentric has experienced rapid growth and has received considerable acceptance of its services by veterinarians and pet owners nationwide.

    Sherbrooke invested in VetCentric in 2002.



    former
    Cooke Pharma
    Cooke Pharma was founded on a broad technology platform based on the use of L-arginine, an essential amino acid that has demonstrated efficacy in increasing blood flow.  The company has applied its technology to consumer applications addressing coronary heart disease.  The Heart Bar is a medical food designed to treat the symptoms of coronary heart disease (CHD) and peripheral artery disease (PAD).  Today, millions of Americans have CHD and PAD and millions more are at risk for developing cardiovascular disease at some point in their lives.

    Sherbrooke structured and led a $15 million investment in Cooke Pharma in September 1999.  The company was sold to United Therapeutics in December 2000.


    Oregon Chai
    Oregon Chai is a leader in the rapidly growing chai tea market.  Chai tea is a spicy tea beverage that blends black tea, honey, vanilla, spices and milk. From its headquarters in Portland, OR, Oregon Chai grew regionally, driving growth of both Oregon Chai and the entire chai category.  Oregon Chai sells a variety of flavors and products in both ready to drink and powdered versions in grocery stores and coffee shops around the country.

    Sherbrooke invested in Oregon Chai in December 1999 and sold the company to the Kerry Group in March 2004.


    Izze Beverage Company
    Izze Beverage Company, based in Boulder, CO, was founded in 2002 in order to manufacture and market Izze Sparkling Juice.  Izze is a 100% natural juice that contains no added sugars, caffeine, or preservatives.  The beverage is both healthy and refreshing and the brand's persona is intended to be both hip and cultured.  Flavors include Sparkling Pear, Sparkling Blackberry, Sparkling Grapefruit, Sparkling Lemon, Sparkling Clementine, Sparkling Pomegranate, and Sparkling Blueberry.

    Izze experienced exceptional early acceptance in the marketplace.  Rapid growth was driven by guerilla marketing and by partnerships with a number of strong retailers and DSD distributors.  Retailers of particular note include Whole Foods, Target, and Starbucks.  This high profile shelf placement combined with Izze's distinctive imagery helped to establish Izze as a premium product in the growing new age beverage category.  In addition, the company's network of independent DSD distributors provided access to 25 key metro markets where the product is sold in delis, convenience stores, and schools.

    Sherbrooke led the investment in Izze in December, 2004 investing with Tango Equity, Greenmont Capital, and High Valley Beverage.  Izze Beverage was acquired by PepsiCo in September 2006.


our team
Sherbrooke Capital's established investment and management team brings both private equity and industry knowledge and experience, along with business advisory and management consulting expertise to portfolio companies and executives.  Sherbrooke's professionals have broad and deep backgrounds, bringing many years of investing, hands-on strategic and operating experience, consulting, and transactional experience - in difficult as well as favorable investing environments - to the Fund's management.  As a group, they have successful experience in all aspects of private equity and venture investing, including:

  • Identifying, analyzing, and managing a wide range of private investments
  • Negotiating "win-win" deal terms that motivate portfolio company management teams yet provide solid governance, control and protection for investors
  • Nurturing and growing young companies
  • Coaching management teams
  • Implementing successful exit strategies

John K. Giannuzzi/Managing General Partner, 49, leads the firm's overall investment strategy.  He currently sits on the boards of Outside The Classroom, Advanced BioNutrition, VetCentric, Polymerix, Affinnova, Boathouse Sports, FoodShouldTasteGood, Adina and Ciao Bella.  Prior to co-founding Sherbrooke Capital, John was Managing Director and Group Head at BankBoston and a member of the Board of Directors and the Investment Committee of BancBoston Capital.  Prior to joining BankBoston, John was a Senior Manager in Corporate Development and Strategic Planning at MCI Communications Corp. and a management consultant with Booz, Allen and Hamilton, Inc.  John holds a master's degree from American University and a bachelor's degree from West Virginia University.

John Bello/General Partner, 62, works directly with portfolio company management teams to formulate and execute strategy.  He currently sits on the boards of Boathouse Sports and Adina.  In 1995, John founded South Beach Beverage Company, the maker of nutritionally enhanced teas and juices marketed under the brand name SoBe, where he was also CEO.  The company was sold to PepsiCo in 2001 for $370 million.  In 2001, Ernst and Young named Bello 'National Entrepreneur of the Year' in the Consumer Products category for his work with SoBe.  Prior to founding SoBe, John spent 14 years at National Football League Properties, the marketing arm of the NFL.  As President, John is credited with building NFL Properties into a sports marketing leader and creating the model by which every major sports league now operates.  John holds an M.B.A. from the Amos Tuck School at Dartmouth College where he was an Edward Tuck Scholar, and graduated cum laude from Tufts University with a B.A. degree in history.

Cory J. Comstock/General Partner, 42, is involved in all aspects of the investment process, from sourcing potential investment opportunities to due diligence and deal closing to leveraging his extensive operational experience by working closely with companies post-close.  Cory sits on the Board of Directors of Immaculate Baking, FoodShouldTasteGood and Ciao Bella.  Before joining Sherbrooke Capital in 2004, Cory was President and CEO of Oregon Chai, having also served the company in various capacities including Senior Vice President of Sales and Marketing and COO.  In 2004, Cory and the Board of Directors successfully sold Oregon Chai to an international conglomerate, Kerry Ingredients, for $75 million.  Prior to Oregon Chai, Cory joined Odwalla as Director of Foodservice; he was later promoted to VP of Business Development and created the team responsible for Odwalla's regional and national accounts.  Cory also worked at PowerBar as Director of Foodservice and Division Sales Manager Eastern U.S., and at Schwan's, where he held various positions in sales and marketing, including National Marketing Manager.  Cory was a varsity athlete at both Eastern Washington University and Washington State University, and holds a B.A. from WSU.

Mary L. Damkot/General Partner, 35, assists with identifying and screening investment opportunities, conducts due diligence, negotiates transaction terms, and participates in the management of portfolio companies.  Prior to joining Sherbrooke, Mary was an Associate with Code Hennessy & Simmons, and prior to that was an Analyst at First Chicago Equity Capital.  Mary holds an undergraduate degree from Haverford College and an M.B.A. from the University of Chicago.

Kerry K. Muse/Director, 39, takes part in reviewing the broad universe of Health and Wellness investments and screening prospective investments according to the firm's investment selection criteria.  She also assists Sherbrooke Capital's management team with the analysis of specific investment opportunities and participates in its due diligence process.  In addition, Kerry coordinates interaction between Sherbrooke Capital and its outside experts.  Kerry sits on the board of Outside The Classroom.  Prior to joining Sherbrooke, Kerry spent nine years working in company and general management for several non-profit organizations, including American Ballet Theatre, Merce Cunningham and Martha Graham Dance Theater.  Kerry holds an undergraduate degree from George Washington University and an M.B.A. from Boston University.

Scott M. Roman/Senior Associate, 30, is involved in all aspects of screening and reviewing new investment opportunities.  Scott sits on the board of Boathouse Sports.  Prior to joining Sherbrooke Capital, Scott spent three years at Putnam Investments and two years in the private equity group at Lehman Brothers.  Scott holds an undergraduate degree from Bowdoin College and an M.B.A. from the Tuck School of Business at Dartmouth College.

news
(all press releases are print optimized, please visit the 'news' section for individual releases)


contact us
    address
    2344 Washington Street
    Newton Lower Falls, MA 02462
    Phone: (617) 332-7227
    Fax: (617) 332-3113
    info@sherbrookecapital.com


    directions
    Boston and/or Logan Airport to Sherbrooke Capital

    • Upon exiting the airport, follow signs for the Sumner Tunnel.
    • After going through the tunnel, follow signs for Mass Pike (I-90).
    • Take the Mass Pike West to Exit 15 -- Interstate 95/Route 128 South.
    • Stay on I-95/Route 128 South for one exit to Exit 21B --Route 16/Grove Street, Wellesley.
    • Follow signs to Exit 21B -- Route 16/Wellesley.
    • At the bottom of the exit, turn right at the lights onto
      Washington Street; proceed about ¼ mile.
    • Sherbrooke Capital is located on the left-hand side of the
      street on the second floor of a two-story, light brick building.
      The Post Office is located on the first floor and there are mailboxes in front of the building. If you go through a set of traffic lights, you have gone too far.
    • Turn left into the parking lot and park in spaces reserved for SBCP.


    From the South to Sherbrooke Capital

    • Take I-95/Rt. 128 North to Exit 21 West (Rt. 16).
    • After exiting, take a left onto Rt. 16, crossing over I-95/Rt. 128.
    • Go through one set of lights, continuing on Rt. 16 for about ¼ mile.
    • Sherbrooke Capital is located on the left-hand side of the
      street on the second floor of a two-story, light brick building.
      The Post Office is located on the first floor and there are
      mailboxes in front of the building. If you go through a set
      of traffic lights, you have gone too far.
    • Turn left into the parking lot and park in spaces reserved for SBCP.


    From the MA PIKE to Sherbrooke Capital

    • Take the Mass Pike East to I-95/Rt. 128 South.
    • Take I-95/Rt. 128 South to Exit 21B (Rt. 16/Wellesley/Grove St.) (First exit).
    • Follow signs to Exit 21B Route 16/Wellesley.
    • At the bottom of the exit, turn right at the lights onto Washington Street; proceed about ¼ mile.
    • Sherbrooke Capital is located on the left-hand side of the street on the second floor of a two-story, light brick building. The Post Office is located on the first floor and there are mailboxes in front of the building. If you go through a set of traffic lights, you have gone too far.
    • Turn left into the parking lot and park in spaces reserved for SBCP.