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Our Team

MBO Ventures > Our Team

Darren Gleeman

Managing Partner

Darren is a Managing Partner at MBO Ventures. Prior to this he was the Founder and Managing Partner of GB Trading and GMD Trading, and the Founder of E-Coupons.

Darren has a BS Degree from the Wharton School at the University of Pennsylvania.

Alan Ellman

Managing Partner

Alan is a Managing Partner at MBO Ventures. Prior to this, he was founder of Screaming Media (Nasdaq:SCRM), and Cast Iron Partners.

Alan has a certificate from MIT in AI Strategy, an MBA from Fordham University and a BS Degree from University of Maryland.

Sam Waltz

ESOP DealMaker

Sam is a Vietnam-era Veteran of US Army CounterIntelligence, and an ESOP DealMaker who did his PhD dissertation studies in ESOPs.

A former Political Journalist, an early-out DuPont Company executive, and Founding Publisher of the Delaware Business Times, he is a principal in SamWaltz.com Strategic Capital & Business Counsel in Greenville, Wilmington, DE.

Sam holds BS and MS degrees from the University of Illinois, where he also taught, with PhD coursework (no degree) in public affairs public policy at the University of Delaware, where he also taught.

Terrence Clark

President and CEO

Terrence is President and CEO at The New York & New Jersey Minority Supplier Development Council, Inc. Prior to that, Terrence was a vice president of the National Urban League.

Terrence received his BA from Hunter College.

Katharine Halpin

Founder and CEO

Katharine is the Founder and CEO of The Halpin Companies. Prior to this, Katharine was a Chief Audit Officer for DHA Dallas, and a management consultant for Touche Ross.

Katharine received her BS degree from the University of Texas.

Jesse Sammis

Founder and President

Jesse F. Sammis IV is the Founder and President of Third Branch Capital as well as Partner at the Intermountain Equity Group. Prior to this, Jesse was a partner at New England Land Company, and Senior Advisor to Avalon Net Worth.

Lee Weinstein

CEO of Newbridge Turing

Lee is the current CEO of Newbridge Turing. Previous to this, he was the President of Syscom Services.

Lee currently is on the Board of Trustees at Suburban Hospital (Johns Hopkins Medicine).

Lee graduated from the University of Maryland with a BS degree

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Our Team

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Portfolio
  • Investment Criteria
  • Current Portfolio
  • Industry Expertise
Explore ESOPs
  • ESOP Funding & Financing
  • What is an ESOP?
  • ESOP History
  • Understanding ESOPs and Taxes
  • ESOP Benefits
ESOP Solutions
  • Family Businesses & Succession Planning
  • ESOP Management Buyout
  • Owner continues to lead
Cannabis
Case Studies
  • Cannabis Company
  • Construction Company
  • Trucking Company
  • Government Contractor
  • Engineering Firm
  • Staffing Company
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