Jim Kozak

With over 30 years of experience in finance, Jim Kozak is a seasoned professional specializing in private equity deal structure, capital markets activities, and day-to-day financial operations. Currently serving as Co-Founder | Managing Partner at OPAC, Jim plays a pivotal role in overseeing financial operations, leading capital markets and shaping deal structures.  Jim has been a key financial player for five companies that completed successful IPO’s and nine companies that completed successful M&A transactions.  Prior to Co-Founding OPAC with Gordon Fallone and Dr. Gordon Rausser, Jim was a founding partner of the Robertson Stephens venture group as well as ROTH Capital Partners venture group.  Jim’s current or former board observer seats include: LiquidSpace, TaskRabbit, Revel Systems and Amaze.  Jim has a BA in Business Management from Ripon College and resides with his wife and 3 kids outside of Chicago, IL.

With over 30 years of experience in finance, Jim Kozak is a seasoned professional specializing in private equity deal structure, capital markets activities, and day-to-day financial operations. Currently serving as Co-Founder | Managing Partner at OPAC, Jim plays a pivotal role in overseeing financial operations, leading capital markets and shaping deal structures.  Jim has been a key financial player for five companies that completed successful IPO’s and nine companies that completed successful M&A transactions.  Prior to Co-Founding OPAC with Gordon Fallone and Dr. Gordon Rausser, Jim was a founding partner of the Robertson Stephens venture group as well as ROTH Capital Partners venture group.  Jim’s current or former board observer seats include: LiquidSpace, TaskRabbit, Revel Systems and Amaze.  Jim has a BA in Business Management from Ripon College and resides with his wife and 3 kids outside of Chicago, IL.

Brokercheck

SIPC

finra.org


Securities offered through Uhlmann Price Securities, LLC.  Member FINRA/SIPC.Advisory services offered through Uhlmann Investment Management, L.L.C., a registered investment advisory firm.

Private Equity and Venture Capital Investments involve a high degree of risk, are illiquid,  and investor should be able to afford loss of entire investment.

Brokercheck

SIPC

finra.org


Securities offered through Uhlmann Price Securities, LLC.  Member FINRA/SIPC.Advisory services offered through Uhlmann Investment Management, L.L.C., a registered investment advisory firm.

Private Equity and Venture Capital Investments involve a high degree of risk, are illiquid,  and investor should be able to afford loss of entire investment.

Brokercheck

SIPC

finra.org


Securities offered through Uhlmann Price Securities, LLC.  Member FINRA/SIPC.Advisory services offered through Uhlmann Investment Management, L.L.C., a registered investment advisory firm.

Private Equity and Venture Capital Investments involve a high degree of risk, are illiquid,  and investor should be able to afford loss of entire investment.