Morris Wheeler
Senior Advisor at DalFort Capital Partners
Edwards, Colorado
Overview
Work Experience
Founder and Principal
1996 - Current
Drummond Road Capital, was one of 2014's 50 most active Seed Investors according to CBI Insights. It has also received accolades from Mattermark for its investment activity. DR is the manager of Clarion Direct Investment a investment partnership investing in Private Equity, Venture Capital and other direct investments. Through Drummond Road, Mr. Wheeler also serves as the Chief Investment Officer of Clarion Capital LLC.
Member
2021
Massive is transforming the investor / entrepreneur relationship into a flywheel where builders grow and win together.
Founder and Managing Member
2009
Venture Capital, Private Equity and Real Estate arm of Clarion Capital Limited. Founder friendly focus on entrepreneurs in national accelerators. Actively working with TechStars, 500Startups, Y-Combinator, the Brandery, LaunchPad LA, LaunchHouse, FlashStarts, Bizdom. Portfolio investments include, Revolve, AventuraHQ, Keen.io, MobiPlug, Aha!ogy, DivShot, Tagsauris, ExpenseBot, Tred, Tackk. Nimble, Learning Egg, Wanderu.
Managing Member and Chief Investment Officer
2011
Clarion Capital LLC is a diverse investment partnership that maintains commingled asset pools designed to allow an investor to maintain proper asset allocations and diversification across all asset classes
Senior Advisor
2022
Chairman of Finance and Investment Committee
2021
Jewish Federation of Cleveland promotes the well-being of the community, its members, and Jews throughout the world.
Raised $1,800,000.00 from The Mt. Sinai Health Care Foundation.
Lead Mentor
2014
Privileged to serve as advisor to companies accepted into one of the top rated accelerators in the world
Techstars is an accelerator that provides pre-seed investment and mentoring for various early stage startups.
Raised $108,919,999.00 from SVB Financial Group and Foundry Group.
Executive Chairman
2019 - 2021
The Versaflex Companies are a private equity led family of specialty coating solutions across an array of markets and industries. Companies include Versaflex, SPI, Raven Lining Systems, Milamar Coatings, Bridge Preservation and Vanberg Specialized Coatings. Sold to PPG in February 2021
Operating Partner
2018 - 2021
Following acquisition of Cohesant by Dalfort portfolio platform Versaflex, I joined Dalfort as one of its operating partners to focus on the combined entity and serve as Dalfort's appointee to the Versaflex board.
Board Member
2013 - 2020
SaaS virtual engagement and communications tool that connects life science companies with physicians, nurses, payers and patients. 100mm growth equity financing secured from Insight Partners in September 2020.
Within3 is a SaaS virtual engagement tool that connects life science companies with physicians, nurses, payers, and patients.
Raised $120,000,000.00 from Silversmith Capital Partners and Insight Partners.