- Brent Allen Atwood (born August 19 , 1972) is an American Investor, Entrepreneur and Financier, best known for his investment banking career in the 1990s, where his member firms participated in underwriting syndications for some of the largest Initial Public Offerings (IPOs) of that decade, including: SciQuest (SQST), Jakks Pacific (JAKK), Image Matrix (IMCX), Lucent Technologies (LU), Integrated Electrical Services (IES), Ecklers (ECKL) and the Bell Atlantic/ GTE - Verizon (VZ) Merger.
During his tenure as a Hedge Fund Manager from (1999-2001) he was talent for "Insight Durham" and a personal finance show titled "The Financial Minute". The show was produced by Eno River Media Production and Anthony Dowling was the Executive Producer. He was also a guest on the Jeff Crilley Show (September 2016) after his family office investment returns exceeded 500% for the calendar year.
In 1997, Atwood also was named the youngest CEO of a US based member firm, at the age of twenty-five. From 1994-2002 Atwood syndicated approximately $40 billion in REG-D private placements and IPOs, and managed assets of approximately $1 billion in retail customer and $3 billion of institutional funds. Atwood was most recently appointed to the post of CEO at eQuine Holdings, LLC a hybrid; Private Equity - Hedge Fund - Treasury Services family office located at Southlake, Texas (where he also controls 80%). It is comprised of two legacy families; Cargill & Atwood and is responsible for managing the day to day operations of their various interests in private and public companies, as well as managing the advisory services of approximately 100 enterprise and SMB clients for Recovery Audit, e-commerce, Compliance, Forensic Audit, and Capital Services advisement. Over the past two decades eQuine has deployed over $1 Billion in Public and Private Companies. As of August of 2016 eQuine has posted documented returns in excess of 700% for the calendar year in the equities markets. eQuine Holdings, LLC also serves as a shareholder advocacy firm where Atwood has been acting as an activist shareholder for the past decade in conjunction with a few partners, investment banks and law firms.
In August of 2016, Brent Atwood via eQuine Holdings, LLC submitted his trading returns to the Guinness Book of World Records for consideration for inclusion in the 2017 publication. In addition to managing treasury services eQuine has invested significant angel rounds throughout the Dallas region. eQuine Holdings also went profitable in September of 2016, five short months after inception.
Prior to establishing his family office (2011) he was a Senior Director of e-commerce payments at Vantiv (VNTV) the 2nd largest pin debit and payment processing acquirer in the U.S. Upon his departure he negotiated a profit sharing agreement on behalf of eQuine Holdings, LLC, to continue to be able to offer treasury services on behalf of the firms clients.
He was also the founding shareholder (2013) and CEO of BoxAudit, LLC, a Forensic Accounting advisory firm that is fluent in Forensic Accounting, Audit Services, Governance, Risk and Compliance (GRC), Anti-Money Laundering
(AML), Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Foreign Corrupt Practices Act (FCPA), Sarbanes Oxley (SOX), Dodd-Frank Reform Act, Yellow Book Audit Standards, Sponsoring Organization of the Treadway Commission (COSO), Payment Card Industry Standards (PCI), Recovery Audit, Real Time Monitoring of Financial Transactions, Fraud Prevention Controls, Risk Mitigation, Strategic Sourcing, and Crisis Management Advisory Services. He grew the firm to over $10M in sales in less than 2 years and subsequently sold the company for an undisclosed sum.
In January of 2014 he also took an equity stake (40%) in Jim Tweedy's Friendly Doggies and is advising the artist on various business ventures related to his enterprise.
In March of 2014, Atwood along with Ray Hood, Todd Porter, Larry Talley, Jr, and Jim Galis self funded Advanced Imagination, and its flagship 3D technology gaming system BoardCraft for $1 Million and he currently serves on the Board of Directors as an outside independent director.
Early life and background:
Atwood was born into a Baptist family at Denver, Colorado and raised in Galveston, Texas. He is the son of Barry Eugene Phetteplace (deceased January 1999 at age 46) a Computer Engineer for Lucent Technologies, and graduate, summa cum laude from Regis University.
He attended Trinity Episcopal School from Kindergarten to 5th grade and attended the prestigious Missouri Military Academy, a boarding school in Mexico, Missouri, from 6th - 12th grades where he graduated with honors in May of 1990 with a rank of 2nd Lieutenant, JROTC.
Atwood returned to Texas where he matriculated at Baylor University, Waco Campus, from June of 1990 to May of 1993 where he studied a number of disciplines including Finance and Engineering. He was undeclared on a degree program and left the university to pursue a career in finance.
Early Career:
Before starting his family office, Atwood worked as a retail broker, institutional trader, a venture capitalist and investment banker. His tenure spanned a few boutique investment firms including Joseph Charles and Associates, Marion Bass Securities and HFC Financial, where he retired in early 2002 as the Regional President of Corporate and Investment Banking.
Atwood was mentored by Paul Hochman, Sr. a former partner at Bear Stearns through the early part of his career, and is attributed with much of his early success in the securities industry. Atwood is one of the very few to have earned a 24 Karat Gold pen, given for first year of tenure by member firms, for exceptional performance in the securities industry.
He also served as the CFO of Kamakazy Sno-Bike, Inc. from 1997-1999. The company was subsequently sold for an undisclosed sum, but he retained the rights to the name and logos, which he subsequently launched into a clothing company during the 2003 - 2005 time frame. (Very successful failure).
In early 2000 after his father's death, Atwood stepped down as CFO from Kamakazy Sno-Bike, Inc., retired from the Investment Industry, and slowly sold his remaining stakes in a number of start-ups and mid-stage companies, including his initial investment in Cardinal State Bank, which was acquired by Yadkin Valley Bank in 2007 for approximately $42 million.
He quietly disappeared into a semi-retirement after relocating to Dallas, Texas, however his documented investment returns continue to outperform even the best hedge fund managers today.
In early 2002, a former client and colleague at Cisco Systems recruited Brent to work on the sales team for the AVVID and IP Security rollout to the west coast of the US.
He left Cisco Systems in 2004 to go back to the start-up arena, joining Identify Software, LTD to lead and assist in their sales rollout. The majority of his pay package was in non-statutory options, which he cashed out when BMC Software acquired the firm in 2006 for approximately $150 M.
Atwood joined Apex Analytix, Inc. later that year in 2006, where he again took on a sales role to position the mid-stage company for an equity event. In late 2010 PNC Equity Partners acquired Apex Analytix, Inc. for an undisclosed amount ($50 M) and he left the firm shortly after cashing out his options package due to change management.
He serves on the Board of Directors for eQuine Holdings, LLC (2016), The Institute of Finance and Management - Controller Certification Program (2010-2012), MyBuddyTag.com (2014), Nutritional Delivery Systems (2016) and Advanced Imagination (2014). He left the Board of the North Carolina Center for Education Reform (2012), Eno-River Media Production (2014) and Box Audit (2014).
He has consulted for a number of companies including: Varian Diagnostics, Fiscal Technologies, Duke University Medical Center, Saab Technologies (Barracuda Unit) and has advised C level executives at a number of Fortune 1000 Companies in the US and globally. He has also forged and expanded his relationships with two of the largest Lobbyist law firms, which has presented a number of advisement opportunities at the Federal Level including consultations on behalf of TARP, the Senate Finance Committee on Tax Reform and various legislative matters concerning: FCPA, OFAC and SEC rules and regulations.
Personal Life:
Atwood has lived in several cities located with in the U.S., including: Miami, Denver and Raleigh. He currently resides with his wife, Kristina Cargill-Atwood, their daughter, their three corgis and their Quarter Horse, Princess of Choclate (spelled correctly) aka Coco Chanel outside of Dallas, Texas. His wife is an Executive Director in the CAO's office with JP Morgan Chase and is also Co-Chair for Lean In-Women on The Move. Their daughter was recently recruited into the Duke TIP (Program) at the age of 12, for Science and Mathematics.
Together they support a number of causes including: the American Cancer Society through The Cattle Barons Ball, The United Way, WWF, Carolina Tiger Rescue, St. Jude Children's Hospital; are Patron Members of the NC Museum of Art and are Corporate Sponsors for the Tough Mudder Events in the U.S., Fossil Rim Wildlife Conversation Center as well as Night of Superstars, Ragan's Hope. He is also an avid numismatist, distance runner, and enjoys rock climbing and bouldering. His numismatic collection is currently ranked in the top 500 amongst private collectors globally.
Atwood expects to one day solve the "Vanishing Bees Conundrum", now facing our planet and has allocated $5 million of his personal net-worth to begin tackling this soon to be catastrophe. His net worth is estimated to be $60 Million US.- IMDb Mini Biography By: eQuine Holdings, LLC
- SpouseKristina Cargill-Atwood(February 24, 2012 - present) (1 child)
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