Resources created and curated to support the growth of impact investing, for those new to the field and for experienced practitioners.
An Annual Showcase of Impact Investment Fund Managers
Years of Operation: 5 – 10 years
% of Capital from Top 3 Investors: 25 – 50%
Leadership and Team
Karl Khoury – Co-Founder and Partner More Info
Karl Khoury is a founder and co-heads the investment team and operations of the firm. Prior to Arborview, he had twelve years of experience with Columbia Capital, a sector-focused venture capital firm with over $2 billion under management. During that time, he invested in 13 companies with a primary focus on enterprise and communications software, security, and managed IT services. Prior to Columbia Capital, Karl worked at JP Morgan where he specialized in corporate finance and capital markets for technology and communications clients. Karl currently serves on the boards of directors of Drexel Metals, Rachio and Vital Farms. He previously served on the boards LRI and nine of the investments that he managed at Columbia Capital. He also serves on the Board of Trustees of the Levine Music, an independent music school based in Washington, DC. Karl received a BS in Finance from Lehigh University.
Joe Lipscomb – Co-Founder and Partner More Info
Joe is a founder of Arborview Capital, co-heads the investment team and co-manages the operations of the firm. Prior to co-founding Arborview Capital, he had nine years experience identifying, consummating and managing private equity investments, first as a managing director at The Carlyle Group and then with the Global Environment Fund. He has a long track record of working closely with high quality management teams to build successful, leading companies in high growth sectors. Prior to that, Joe had a nine year career at BT Alex Brown and First Boston, providing financing and advisory services to growth companies.
Brian Lee – Partner More Info
Brian has been a private equity investor for more than 20 years and works closely with many of Arborview Capital’s portfolio companies including Rachio and LRI Energy Solutions. Prior to Arborview, Brian worked at The Carlyle Group in their Aerospace, Defense & Government Services group and before that at First Reserve, the largest global private equity firm focused on energy. Brian began his career at BT Alex Brown and then Morgan Stanley where he structured and executed leveraged buyouts, mergers and acquisitions, IPOs and other transactions for private equity clients. Brian has served on the boards of directors or been an observer at several companies including Rachio, LRI Energy Solutions, New Commercial Capital, Vought Aircraft, Foundation Coal and Alpha Natural Resources. Brian received a BA in Political Economy from Williams College and is currently a co-head agent.
Roger Ballentine – Venture Partner More Info
Roger is a Venture Partner of Arborview Capital and provides the firm with a broad network of industry contacts and extensive industry and regulatory policy expertise. Roger is the founder and CEO of Green Strategies, Inc., a corporate consulting firm that assists clients with domestic and international public policy matters, marketing, and business development strategies in the areas of energy, environment and sustainability. Prior to Green Strategies, Mr. Ballentine served as the Chairman of the White House Climate Change Task Force and Deputy Assistant to the President for Environmental Initiatives under President Bill Clinton. Previously, he was a partner with Patton Boggs, LLP.
Percentage of Total Assets Under
Management that are Impact Investments: