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Phil Wohl

Managing Partner at Sand Harbor Capital LLC

San Francisco Bay Area

Overview

Work Experience

  • Managing Partner

    2018 - Current

    Investment Management

  • Partner

    2001 - 2018

    Partner at investment bank specializing in the software and Internet sectors. Closed deals with most of the serial acquirors in the software space, including Google, Facebook, Oracle, Microsoft, and Intel. M&A Sale of Remedy Interactive to Enviance (employee safety) Sale of MoBolt to Indeed (mobile recruiting) Sale of 8thBridge to Fluid Purchase by Lithium Technologies of Klout (social reputation) Sale of LeadRocket to Callidus Software (marketing automation) Sale of Instantis to Oracle (project portfolio management software) Media General Divestiture of Blockdot (mobile gaming apps) Sale of Online Print Solutions to EFI (web-to-print software) Sale of Glancee to Facebook (location-based social networking app) Sale of Avtrex to Intel (embedded consumer electronics software) Purchase by Upland of Tenrox (project portfolio management software) Sale of Leverage Software to Telligent (enterprise social networking) Sale of Clickability to Limelight Networks (SaaS web CMS) Sale of EveryTrail to TripAdvisor (mobile trip planning) Sale of CastTV to Tribune Media (video search engine) Sale of TrafficGauge to Networks In Motion (street traffic data for mobile) Sale of iRead to Lulu (digital library app for Facebook platform) Sale of Tonic Systems to Google (web-based presentation creation software) Sale of Sigma Solutions to NeoGov (human capital management solutions) Sale of Ad Engine to Landmark Communications (franchise lead generation) Sale of Juice Software to ProClarity (excel-based BI tools) Sale of PointBase to DataMirror (embedded database software) Sale of Search Software America to Intellisync (identity search and match software) Purchase by Atempo of Storactive (data backup solutions) Capital Raises Cloudmark Series C by Summit Partners & Nokia (messaging security) Scout Labs Series C by El Dorado & Javelin (social media monitoring software) Wyndgate Technologies PIPE (health care information systems) Vormetric Series B by JK&B Capital (IT security solutions)

  • Co-founder, President, Board Member

    1999 - 2001

    Early SaaS company offering small businesses an online platform to submit permit and business license applications to local government agencies. My personal focus was on product requirements definition, recruiting, fundraising, and partnerships, prior to the company's eventual sale to BidClerk in 2001

  • Vice President

    1998 - 1999

    Equity research in software/internet group, following Andor's split from Pequot Capital

  • Vice President

    1997 - 1998

    Equity analyst at one of the largest technology-focused hedge funds during a period of tremendous growth and outstanding returns. Focus sectors included Enterprise Software, Consumer Internet and IT Services

  • Equity Research Analyst

    1996 - 1997

    Technology research analyst for long/short domestic equity fund

  • Analyst

    1994 - 1996

    Analyst in East Coast Technology Group. Transactions included: Netscape private placement (web browser) Netscape IPO (web browser) EDS purchase of A.T. Kearney (IT services) Avid Technology secondary (video editing software) AOL secondary (web content and connectivity) Sale of BSG to Medaphis (IT services) LogicWorks IPO (software development tools)

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