Millennium Technology Value Partners
Joe Kao joined Millennium in 2008 and focuses on investments in enterprise software and new financial technologies and markets. He is active in managing Millennium’s public positions and private investments in Lookout, Hootsuite, Cloudreach, and Inspirato and sits on the Board of Directors of Jumio.
Joe has been involved with prior Millennium realizations that include Spotify (NYSE: SPOT), NetSpend (NASDAQ: NTSP, then acquired by TSYS), Good Technology (acquired by Blackberry), LegalZoom (acquired by Francisco Partners), Wayport (acquired by AT&T), PlaySpan (acquired by Visa), Datapipe (acquired by ABRY), ID Analytics (acquired by LifeLock), LifeLock (NYSE: LOCK, then acquired by Symantec), Green Dot (NYSE: GDOT), Watchdox (acquired by Blackberry), Tumblr (acquired by Yahoo) and HauteLook (acquired by Nordstrom).
Previously, Joe was with Garnett & Helfrich Capital, where he specialized in venture buyout transactions. He sourced and evaluated new investments, mainly in the areas of IT infrastructure, application software, and mobility, and worked closely with portfolio company managers on strategic and operational initiatives.
Prior to Garnett & Helfrich, Joe worked in the mergers and acquisitions group at Credit Suisse, with a primary focus on clients in the technology and pharmaceutical industries. He advised clients on buy-side, sell-side, and strategic advisory assignments, resulting in over $7.5 billion of aggregate transaction value. Joe was also a management consultant at McKinsey and Company.
Joe earned his Master of Business Administration from The Wharton School at the University of Pennsylvania and a Bachelor of Arts from Stanford University, where he was a President’s Scholar. He was also a member of the men’s varsity tennis team at Stanford.
Joseph is attending / has attended: