We help entrepreneurs build enduring people-based businesses.

About

More important than anything else, we are passionate about what we do every day. This passion inevitably leads us into partnerships with company leaders we admire for sharing the same values. We earnestly believe that business success depends heavily on the underlying business culture – vital prerequisite for the company’s continued prosperity. We, therefore, go the extra mile to protect the uniqueness, integrity, dedication, alignment, and mission of each company. We abide by these tenets, and we look for it in all of our partnerships. Values and culture take the front stage, ahead of the numbers. Our focus is on strategic planning, talent development, and growth. We believe implicitly in the servant leadership philosophy that connects to supporting and developing individuals within an organization. Methodically applied in performance planning, it’s the most constructive route to achieving ambitious company goals seamlessly.

Well, for one thing, we genuinely appreciate the meaning of “value-added”. Our vision is to build a trusted relationship to help you accomplish your vision. We do this by energizing your strengths while simultaneously helping you to close unforeseen gaps as they emerge while your business scales. The Interlock meaningful differences shine the most in an arena of collaboration with entrepreneurs and business owners intent on achieving their legacy.

Will determine who leads their industries and who follows. Growth is essential but avoiding excessive risk is even more crucial. It’s a sensitively balanced journey. Frequently, under strategic stress, service companies lose the thread of their unique culture – the primary driver that got them this far. If this sounds like you, it may be the right moment to partner with Interlock Equity to remain steadfastly ahead of the curve.

Investment Criteria

We focus on dynamic companies in the knowledge economy whose greatest asset is their people.

COMPANY PROFILE

  • North America-based
  • Lower Middle Market
  • Superior Management Team and Culture
  • Highly Specialized, Mission-Critical B2B Services
  • Recurring or Repeat Revenue from Proprietary Assets
  • Preference for Founder, Management or Family-Owned

FINANCIAL CRITERIA

  • Revenue $15M – $150M
  • Revenue Growth 10%+
  • Profitable

INDUSTRIES

Professional Staffing

Strategy and
Management Consulting

Life Sciences Services

Digital and Tech-Enabled
Services

Marketing Services

Healthcare Services

Team

ANGEL ALVAREZ
OPERATING PARTNER

Angel is the Chairman of ABB Optical Group, with over 30 years experience at the nation’s largest distributor of contact lenses. Angel is a graduate of the University of Miami.

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PAT HADEN
OPERATING PARTNER

Pat is USC’s former Athletic Director. Prior to that, Pat was a Partner at Riordan, Lewis & Haden and a practicing attorney. Pat is a graduate of USC and holds a J.D. from Loyola Law School. Pat is a Rhodes Scholar recipient.

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JR JACKSON
ASSOCIATE

JR focuses on investments in business and healthcare services. Previously he worked at MTS Health Partners and J.P. Morgan Asset Management. JR is a graduate of Vanderbilt University.

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Joel Janda
OPERATING PARTNER

Joel is the Co-Owner and CEO of Holladay Grace Roofing and Diversified Association Management. Previously, Joel was Managing Director and Partner of Boston Consulting Group. Joel is a graduate of the University of Kansas and holds an MBA from the University of Chicago.

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Stefan Jensen
MANAGING Director

Stefan has partnered with dynamic management teams to drive value creation and growth both organically and inorganically. Previously, he was a Principal at RLH Equity and a Senior Associate at Industrial Growth Partners. Stefan is a graduate of the University of Iowa.

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Office: (310) 573-8528

AUDREY LARIOS
DIRECTOR OF OPERATIONS

Audrey is responsible for Interlock’s day-to-day operations. Previously, Audrey was a Vice President in Platinum Equity’s Operations Group. Audrey is a graduate of UCLA and has an MBA from Pepperdine University.

LinkedIn Profile
Office: (310) 573-8531

JOHN MUSIL
OPERATING PARTNER

John is a current Board Trustee of the University of Arizona and Founder of Djinniatan Farms. Prior to that, John was Founder and Chairman of Avella Specialty Pharmacy. John has a Doctor of Pharmacy degree from the University of Arizona. John is also a recipient of the Birthing of Giants certificate from MIT.

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MIKE OREND
MANAGING DIRECTOR

Mike leads investment origination and has partnered with entrepreneurs to propel growth through acquisitions and organic initiatives. Prior to Interlock, he was a Managing Director at RLH Equity. Mike is a graduate of The University of Virginia.

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Office: (773) 451-9885

Sahil Raj
ASSOCIATE

Sahil focuses on investments in business and healthcare services. Previously he worked at Salesforce and Gulfstar Group. Sahil is a graduate of The University of Texas at Austin.

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DAVID ROSENBLUM
OPERATING PARTNER

David is a Corporate Board Member, Vice Chair of Hanmi Financial Corporation and Principal of Sage Partners, LLC. Prior to that, David spent over 30 years at Deloitte Consulting. David is a graduate of Wesleyan University and holds an MBA from The Wharton School.

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CONNOR THORNE
ANALYST

Connor focuses on investment origination. Prior to Interlock, he was an Analyst for TI Partners. Connor is a graduate of Florida State University.

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Office: (773) 451-9884

BRAD WEINBRUM
OPERATING PARTNER

Brad is the Founder and Principal of Nivalmi Consulting. Prior to that, Brad was President of ABB Optical Group. Brad is a graduate of the University of Florida.

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SANDRA YAMADA
Vice President

Sandra focuses on investments in business and healthcare service companies. Previously, she worked at Time BioVentures, Pritzker Private Capital and Lincoln International. Sandra is a graduate of Washington University in St. Louis.

LinkedIn Profile
Office: (310) 573-8047

ROB ZIELINSKI
MANAGING DIRECTOR

Rob has partnered with many founders and management teams to accelerate growth and focus on innovation. Prior to Interlock, he was a General Partner at RLH equity. Rob is a graduate of Michigan State University and has an MBA from The University of Chicago.

LinkedIn Profile
Office: (310) 573-8526