At Aequitas, we like to say we build value for our partners by investing in “the real economy.” For example, we create healthcare solutions that benefit both patients and healthcare providers while providing opportunities for investors to participate. While many call these types of opportunities “alternative investing,” we look at what we do as providing access to
At Aequitas, we like to say we build value for our partners by investing in “the real economy.” For example, we create healthcare solutions that benefit both patients and healthcare providers while providing opportunities for investors to participate. While many call these types of opportunities “alternative investing,” we look at what we do as providing access to institutional-quality investments for accredited investors.
Most recently, we’ve launched Aequitas Capital Partners, a unique partnership that helps RIAs take their business to the next level with access to industry thought leaders and resources, as well as institutional-quality alternative investment strategies and solutions.
In addition, we also launched the Aequitas Financial Services Network which provides financial advisory firms with access to banks, insurance companies, institutional consultants, hedge funds, third-party alternative asset managers, and others with asset origination and investment product distribution capabilities.
“Aequitas” reflects the Latin concepts of justice, equality, symmetry and fairness. It is the origin of the English word “equity.” As active investors in finance, management and technology for more than 20 years, we’re always looking for the right partners to join us in our unique approach.
General Counsel @ I joined Aequitas Capital in 2015, bringing over twenty years of experience operating and advising public and venture-backed companies. Most recently, I served as Managing Director and Chief Operating Officer for Miramar Venture Partners, an investment fund manager which I co-founded in 2001. My previous experience also includes serving as General Counsel for public and private companies in healthcare and information technology. In addition, I have lectured courses in venture capital law, venture initiation, as well as entrepreneurship at University of California Irvine and University of Southern California’s Marshall School of Business. From June 2015 to Present (7 months) Principal @ Holmen Ventures offers General Counsel and strategic financial consulting services to early-stage companies. Current clients include the following:
Pacific Private Practice Network, LLC (www.gotomyP3N.com) - a physician-owned company creating new models enabling independent physicians and affiliated healthcare services to provide integrated patient care.
ModelMatch, Inc. - software solutions for the financial recruiting industry.
Life College (www.lifecollegeoc.org) - non-profit post-secondary school focused on enabling young adults with intellectual disabilities to transition to independent living and employment. From June 2013 to May 2015 (2 years) Managing Director @ Miramar invests in early- and mid-stage technology companies, with an emphasis on Southern California opportunities. Currently Miramar focuses on core technology sectors of Cloud Computing, Storage, Digital Media and Medical IT. I served as Chief Operating Officer (legal, financial and investor relations) for Miramar I, Miramar II and Miramar Digital Ventures until May 2015.
I am an investment partner in Miramar I (2001) and II (2008), serving on the Board of Directors of current and former Miramar portfolio companies including Fastsoft (acquired by Akamai), Matrix Sensors, Predixion Software, and Silicon Systems (acquired by Western Digital Corporation). From February 2001 to May 2015 (14 years 4 months) Law School Lecturer @ I taught "Venture Capital Law" to 2nd and 3rd year law students. From August 2014 to December 2014 (5 months) Adjunct Professor of Entrepreneurship @ I taught an MBA-level course on "Investing in New Ventures" for five semester as part of the Lloyd Greif Center for Entrepreneurial Studies. I also co-taught "Venture Initiation" Spring 2014 as part of USC's Masters in Business for Veterans program From January 2012 to May 2014 (2 years 5 months) Greater Los Angeles AreaVice President, General Counsel @ From 1999 to 2001 (2 years) Vice President, General Counsel @ From 1997 to 1999 (2 years) Corporate Counsel @ From 1994 to 1997 (3 years) Associate @ From 1992 to 1994 (2 years) Orange County, California AreaAssociate @ From 1989 to 1992 (3 years) Member of the Technical Staff @ Engineer in the Display Systems Group - Advance Displays Division in Fullerton, CA From 1983 to 1986 (3 years)
JD @ University of California, Berkeley - School of Law From 1986 to 1989 BS, Electrical Engineering @ Stanford University From 1981 to 1985 Bob Holmen is skilled in: M&A experience, Commercialization, Change Management, Budgets, Venture Capital, Start-ups, Entrepreneurship, Corporate Development, Mergers, Strategic Partnerships, Due Diligence, Business Strategy, Strategic Planning, Financial Modeling, Private Equity
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