Escalate Capital Partners

Our Team

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  Travis Wood

  Travis joins Escalate after a 20-year career at Silicon Valley Bank where he served in various managerial, sales and portfolio oversight roles. Most recently, he was a Managing Director of the Credit Solutions team overseeing the technology portfolio across the southwest. At Escalate, he will be focused on sourcing and managing investments. Travis is a graduate of The University of Texas at Austin.

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  Tony Schell

  Prior to Escalate, Tony was a Managing Director of the Technology and Life Sciences Division for Comerica Bank and its predecessor, Imperial Bank. Prior to Comerica, he held a variety of corporate finance positions with The Sabre Group and Coopers & Lybrand. Tony began his career as a commercial lender with MBank Dallas (subsequently acquired by Bank One) and First Gibraltar Bank (subsequently acquired by BofA). Tony earned both a BBA and MBA from The University of Texas at Austin. Tony is also a member of the McCombs School of Business Advisory Council at The University of Texas at Austin and a CPA.

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  Kokila Lozano

  Kokila joins Escalate after almost a decade of working in the investment management industry focusing on investment due diligence and portfolio analysis. Prior to Escalate, Kokila was at Sendero Wealth Management where she focused on manager due diligence across long-only and alternative strategies, asset allocation, and portfolio management. Kokila began her career at FactSet Research Systems as an investment management consultant. She received a BBA in Finance and BA in Biochemistry from The University of Texas at Austin. Kokila is also an investment committee member of the alumni endowment at The University of Texas at Austin and is a CFA charterholder.

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  Chris Julich

  Prior to joining Escalate in 2008, Chris was Senior Market Manager of RBC Centura Bank’s Knowledge Based Industries Group, which he helped launch in the US in 2001. Prior to RBC, Chris was a Vice President with Comerica Bank’s Technology and Life Sciences Group, and managed Comerica’s Research Triangle, NC office. He was also an Associate with Capital Investment Partners, a boutique investment banking firm that focused on M&A and structured financial transactions for mid-market companies in the Southeast. Chris holds a BA from Wake Forest.

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  Simon James

  Simon manages all facets of Escalate’s finance, administration and reporting functions. Prior to Escalate, Simon accumulated over 20 years of senior management experience in the banking industry. Notable positions include Chief Administrative Officer of Comerica’s Technology and Life Sciences Division, Vice President of Silicon Valley Bank’s Semiconductor Industry lending group and lending roles with Credit Suisse, the Industrial Bank of Japan and the Banque Nationale de Paris. Simon earned a BBA from the University of Washington and holds a Project Management Professional (PMP) certification.

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  Chris Hall

  Prior to Escalate, Chris was an investment banking associate in the healthcare coverage group at Bank of America Merrill Lynch and an associate at Spindletop Capital, a healthcare focused private equity firm. Before business school, Chris spent 4 years in the Strategy & Operations group of Deloitte Consulting, focusing primarily in healthcare, financial services, M&A and supply chain optimization. Chris received an MBA from the University of Texas and a BBA from Emory University.

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  Ross Cockrell

  Prior to Escalate, Ross spent 10 years with Austin Ventures where he was a General Partner and focused on investments in software and services. He was responsible for the firm’s investments in Convio, Reactivity, Staktek , iMark, and Whisperwire. Ross spent his early career with Lomas Financial, where he was involved in asset-backed securitization and structured finance. Ross received a BA from Harvard University and an MBA from The University of Texas.

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  Larry Bradshaw

  Before joining Escalate in 2005, Larry spent three years as an associate in the Healthcare Corporate Finance Group at JP Morgan. In this capacity, Larry was the primary corporate contact and managed all aspects of several M&A assignments in the healthcare services and medical device sectors. Prior to JPMorgan, Larry was a research analyst at Joel Mogy Investment Counsel in Beverly Hills, CA where he was involved with portfolio management and related equity research functions. Larry received a BS from Duke and an MBA from the University of Texas.

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