Bill helped found Ocean Azul Partners, which is dedicated to using proven investment methodologies and risk management strategies for success, including identifying and engaging talent; supporting entrepreneurs through the entire business growth cycle; nurturing relationships; focusing on teamwork; and continually providing value propositions to founders, management and investors. By being an early investor in several emerging companies, Bill understands the commitment and time required for successful capital events.
A condensed list of investments, where Bill was actively involved, includes Adjoined Consulting, Inc. (sold to Kanbay, Inc. for $165 million), PBS&J, Inc. (sold to Atkins for $280 million), MAKO Surgical, Corp. (sold to Stryker for $1.6 billion). He was an early investor in KOS Pharmaceutical, Inc. (sold to Abbott for $3.7 billion), Virtustream, Inc. (sold to Dell EMC for $1.2 billion), Greensmith Energy Management (sold for $180 million), and UnitedLex, Inc. (shares being acquired by a VC at an 11x return). He continues to be involved in emerging companies NV5 Global, Inc., Itopia, Inc., Clarke Industrial Engineering, Inc., Auxis, Inc. and Coral Gables Trust Company.
Bill is a CPA and retired as the managing partner of the Florida, Caribbean and Venezuelan operations of Arthur Andersen LLP. He graduated from the University of Miami with a BBA in Accounting and is the past president of the Florida Institute of Certified Public Accountants, the Florida Chapter of the National Association of Corporate Directors, the University of Miami Citizens Board, where he was also a Trustee.