Brian Laegeler

Private Equity Investor at

Cerity Partners Ventures

Finance

Consumer Services

Profile

Brian Laegeler was the founder of Laegeler Asset Management LLC, founded in 2011, where the title held was Managing Partner from 2011 to 2014.
Mr. Laegeler currently works at Cerity Partners Ventures since 2018 and holds the title of Partner starting in 2024.
Former jobs include Senior Financial Analyst at Bear, Stearns & Co., Inc. from 2000 to 2001; Associate at Roundtable Healthcare Management, Inc. from 2001 to 2003; Portfolio Manager at Shimpaku Capital LP from 2003 to 2011; Equity Analyst at Morningstar, Inc. (Research) from 2005 to 2009; and Vice President at Loop Capital Markets LLC from 2014 to 2018.
Education includes an MBA degree from Harvard University conferred in 2005 and an undergraduate degree from Indiana University conferred in 1998.

Brian Laegeler active positions

Companies	Position	Start
Cerity Partners Ventures Cerity Partners Ventures Investment ManagersFinance CPV invests in companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for early stage capital requirements. Touchdown Venture reorganized on September 19th, 2024, with acquisition by Cerity Partners LLC to form Cerity Partners Ventures.	Private Equity Investor	01/09/2018

All active positions of Brian Laegeler

Former positions of Brian Laegeler

Companies	Position	End
Loop Capital Markets LLC Loop Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/01/2018
Laegeler Asset Management LLC	Founder	01/01/2014
Shimpaku Capital LP	Corporate Officer/Principal	01/01/2011
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Analyst-Equity	31/12/2009
Roundtable Healthcare Management, Inc. Roundtable Healthcare Management, Inc. Investment ManagersFinance Roundtable Healthcare invests in companies located in the United States. The firm targets companies operating in the fields of disposables & light capital, medical devices, medical products, diagnostics, dental & dental lab products, pharmaceuticals & consumer health, laboratory products and supplies, specialty distribution, contract manufacturing and complementary outsourced services. It provides financing for mergers, acquisitions, financing and divestitures transactions.	Corporate Officer/Principal	01/01/2003

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Training of Brian Laegeler

Experiences
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Private companies

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Linked companies

Private companies	9
Bear, Stearns & Co., Inc. Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services	Finance
Shimpaku Capital LP
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Loop Capital Markets LLC Loop Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Roundtable Healthcare Management, Inc. Roundtable Healthcare Management, Inc. Investment ManagersFinance Roundtable Healthcare invests in companies located in the United States. The firm targets companies operating in the fields of disposables & light capital, medical devices, medical products, diagnostics, dental & dental lab products, pharmaceuticals & consumer health, laboratory products and supplies, specialty distribution, contract manufacturing and complementary outsourced services. It provides financing for mergers, acquisitions, financing and divestitures transactions.	Finance
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Finance
Cerity Partners Ventures Cerity Partners Ventures Investment ManagersFinance CPV invests in companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for early stage capital requirements. Touchdown Venture reorganized on September 19th, 2024, with acquisition by Cerity Partners LLC to form Cerity Partners Ventures.	Finance
Laegeler Asset Management LLC