Tregaron Capital
David Pickerd is a finance professional with extensive experience in investment management and banking. Currently serving as a Partner at Caldicot Capital since June 2023, David has also held the position of Principal at Tregaron Capital since June 2014. Previous roles include Associate at Vector Capital from August 2010 to June 2012 and Investment Banking Analyst at Citigroup from July 2008 to July 2010. Early career experiences include an Equity Research Internship at Bear Stearns and a Finance Internship at Omniture. David Pickerd holds a Bachelor of Science degree in Accounting from Brigham Young University and an MBA from Harvard Business School.
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Tregaron Capital
Based in Palo Alto, CA, Tregaron Capital was formed in 2001 to invest in small and medium-size private companies. We make both equity and mezzanine debt investments in amounts from $3 to $10 million. We work directly with business owners and management teams, through intermediaries, and with other financial sponsors. Led by seasoned financial, strategy, and operating professionals averaging over 20 years of investment experience, we offer both capital as well as a unique mix of operating, analytical, and financial skills. We make a small number of investments each year to enable careful senior attention to each of our portfolio companies along with responsive and thoughtful consideration of new opportunities. We take a hands-on approach to identifying and implementing those key initiatives critical to a company’s success. While not involved in day-to-day operations, Tregaron collaborates closely with management in providing assistance with a range of activities including: • Developing long term strategic plans • Enhancing management teams through recruiting of key hires • Identifying and recruiting value-added Board members • Enhancing financial and management reporting systems and processes • Revamping working capital management • Assisting in negotiating key customer or supplier contracts • Evaluating the attractiveness of prospective adjacent markets • Identifying and evaluating add-on acquisition opportunities