Profile
Prior to co-founding Lineage in 2003, Ms. Cashman was a Vice President at Heritage Partners, Inc., where she executed and managed investments in middle market closely-held businesses from 1999 to 2003.
Prior to Heritage, she invested in closely-held middle market companies at The Seidler Company.
As one of three professionals, Ms. Cashman participated in all aspects of deal sourcing and screening, diligence, financing and portfolio management as well as back-office accounting and fund-related projects.
Previously, she worked at KPMG Peat Marwick, LLP and Coopers & Lybrand, LLP.
Ms. Cashman holds an A.B.
from Duke University and an M.B.A.
from Boston University Graduate School of Management.
She is also a CPA.
Former positions of Lori Wood Cashman
Companies | Position | End |
---|---|---|
Lineage Capital LLC
Lineage Capital LLC Investment ManagersFinance Lineage Capital LLC (Lineage Capital) is a private equity firm founded in 2003 by Bill McKinley, Brook Parker and Mark Sullivan. The firm is headquartered in Boston, Massachusetts. | Private Equity Investor | 2009-04-29 |
New Heritage Capital LLC
New Heritage Capital LLC Investment ManagersFinance New Heritage Capital LLC (New Heritage Capital) is a private equity firm founded in 1987 by Mark Jrolf, Charlie Gifford and Nickie Norris. The firm is headquartered in Boston, Massachusetts. | Private Equity Investor | 2003-12-30 |
KPMG Peat Marwick LLP | Portfolio Manager-Equities | 1998-12-30 |
Coopers & Lybrand LLP | Portfolio Manager-Equities | 1998-12-30 |
Training of Lori Wood Cashman
Duke University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
---|---|
Lineage Capital LLC
Lineage Capital LLC Investment ManagersFinance Lineage Capital LLC (Lineage Capital) is a private equity firm founded in 2003 by Bill McKinley, Brook Parker and Mark Sullivan. The firm is headquartered in Boston, Massachusetts. | Finance |
New Heritage Capital LLC
New Heritage Capital LLC Investment ManagersFinance New Heritage Capital LLC (New Heritage Capital) is a private equity firm founded in 1987 by Mark Jrolf, Charlie Gifford and Nickie Norris. The firm is headquartered in Boston, Massachusetts. | Finance |
KPMG Peat Marwick LLP | Commercial Services |
Coopers & Lybrand LLP | Commercial Services |
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