M2O Incorporated

 

M2O was formed as a family investment office in 1992. The firm made its inaugural investment that same year in a ship mooring company, generating outsized returns over a 5 year period through hands-on investment strategies and direct management.  Today, M2O's portfolio exceeds 40 private companies operating globally.  M20 invests in high growth, small to mid-sized companies and unlike traditional private equity or venture capital groups, the firm's investment horizon is often 10 years or more.  As a long-term investor, M20 consistently develops lasting relationships with the companies and entrepreneurs in which it invests.

  • Michael F. O'Connell

Michael F. O’Connell is the Senior Managing Director at M2O, Inc. He oversees the assessment of investment opportunities and reviews the ongoing performance of portfolio companies.  For most of his career, Michael was President and Managing Director of Anhalt, O’Connell & Steffanci Inc., a Los Angeles-based investment management firm with almost $1 billion under management.  In 1992, Michael purchased the National Lines Bureau, a ship mooring company operating at the Los Angeles and Long Beach harbors, the largest (combined) commercial port in America. This initial, successful investment prompted many more and Michael soon shifted his focus from investment management to venture capital. Today, he leads M2O with a portfolio of more than 40 companies.  Michael also sits on the board of American Biosurgical Inc., Veri-Tax, and Yates & Associates Insurance.  Michael holds a B.A., with high honors, from Harvard College and an MBA from Harvard Business School.

  • M-K O'Connell

Michael-Kevin (M-K) O’Connell joined M2O, Inc. as a Managing Director in 2009. He is responsible for sourcing and reviewing new investment opportunities as well as monitoring the performance of portfolio companies.  Prior to joining M2O, M-K was a Manager with L.E.K. Consulting. During his tenure there, M-K led project teams across a diverse range of industries and business issues. His projects included the strategic due diligence of a $1 billion building materials company, the development of a customer contact and support strategy for a legacy airline, the strategic realignment and long-term plan for a major Los Angeles attraction, and the strategic due diligence of a leading equipment supplier to solar cell manufacturers.  Before L.E.K., M-K worked in commercial real estate as the Director of Research for CB Richard Ellis in New England.  M-K also sits on the board at Origo Commodities Management and is an advisor to Veri-Tax and Yates & Associates Insurance.  M-K received his B.S, magna cum laude, from Boston College and his MBA from The Wharton School at the University of Pennsylvania where he was the recipient of the Thomas P. Gerrity Leadership Award for achieving “excellence in both academic and co-curricular pursuits.”

Website: www.msquaredo.com

 

Stevenson Family Investment, LP

Stevenson Family Investment, LP has been investing directly for over 30 years.  Founded by Howard Stevenson, it has grown to over 130 positions across a diverse portfolio of industries and geographies. Today the partnership is managed by Howard Stevenson, William Stevenson, and Andrew Stevenson.

  • Howard Stevenson

Howard Stevenson is the Sarofim-Rock Baker Foundation Professor Emeritus at Harvard University.  Forbes Magazine described him as Harvard Business School’s “lion of entrepreneurship” in a 2011 article.  Howard is credited with defining entrepreneurship as “the pursuit of opportunity beyond the resources you currently control.”  Inc Magazine described Howard’s definition of entrepreneurship as “the best answer ever.”

Howard is the author of eight books and 41 articles.  His past roles at Harvard include Chairman of Harvard Business Publishing, Vice Provost for Resources and Planning, and Senior Associate Dean at HBS.  He is often credited as being the most successful fundraiser in the history of Harvard University, raising over $600 million in philanthropic support for initiatives in business, science, healthcare and student life.  Howard founded Baupost Group, Inc., which he helped grow to AUM of over $400 million.  He is now co-chairman of the Advisory Board of Baupost LLC, a $27 billion registered investment company.

He received his DBA and MBA from Harvard University and a BS in Mathematics, with distinction, from Stanford University.

  • William Stevenson

Will Stevenson is a GP of Stevenson Family Investment, LP.  He successfully acquired, managed, and sold Lycott Environmental to Vector Disease Control International (VDCI) in 2014.  Will has 8 years of software product management and marketing experience ranging from angle funded startups to publicly traded software firms. He managed projects, including international equity trading systems, asset allocation and modeling software and college application automation process.  Prior to that he was partner at a boutique commercial real estate firm in Boston, helping to acquire and manage commercial real estate assets in the Northeast.

Mr. Stevenson holds an MBA from Babson College, and a Masters from Yale University, and a BA from Union College.

  • Andrew Stevenson

Andy Stevenson is a GP of Stevenson Family Investment, LP and is also the Portfolio Manager for Timberline Management.  He has had previous experience working in consulting before joining a public company to run forecasting. 

Mr. Stevenson holds an MBA from the Harvard Business School.