Essex Investment Management

Essex Investment Management Company, LLC is an SEC* registered investment adviser that manages growth equity portfolios for institutional clients (including corporations, endowments, foundations, municipalities and public funds), high net worth clients, mutual funds (on a sub-advisory basis) and private partnerships. They are based in Boston, Massachusetts and also have an office in Evanston, Illinois. Since our founding by Joe McNay in 1976, they have remained firmly committed to a consistent investment philosophy. Despite changing market conditions, they remain focused on adding value to our clients’ investment portfolios through growth stock investing, a strong commitment to compliance and client service. Our ultimate mission is to provide our clients with long-term investment returns consistently above their respective benchmarks along with service that surpasses their expectations.
SB

Suzanne Bathalon

VP and Operations Manager

MR

Marcy R. Carlin

SVP and Research Analyst

MC

Martin Cournan

SVP, Senior Technical Analyst and Senior Trader

AF

Alexander Forse

VP, Portfolio Manager and Research Analyst

EF

Elizabeth F. Giroux

SVP and Head Trader

SK

Sara Kennedy

VP of Business Development

MM

Michael McCarthy

SVP, COO and Chief Compliance Officer

JM

Joseph McNay

Chairman, CIO and Senior Portfolio Manager

AM

Anne Marie Mcmichael

VP and Research Analyst

WP

William Page

SVP and Senior Portfolio Manager

NP

Nancy Prial

Co-CEO and Senior Portfolio Manager

SS

Saralyn Sacks

SVP and Portfolio Manager

RU

Robert Uek

Co-CEO and Senior Portfolio Manager

21 past transactions

Microbia

Series B in 2000
Microbia an industrial biotechnology company, engages in the development, production, and commercialization of specialty ingredients and biomaterials utilizing fermentation technology. Its products include carotenoids, specialty ingredients, biopolymers, and other biomaterials. The company has a strategic alliance with Tate & Lyle Investments, Ltd. to develop and commercialize fermentation-derived renewable ingredients.

Inventa International

Venture Round in 2000
Inventa International is an Intellectual Property firm, specializing in the protection and internationalization of trademarks, patents, industrial designs, copyright and domains. Through a network of local offices, including several locations in Africa, and an extensive network of associates, we are committed to delivering a global coverage with local experience. With over 45 years of experience in Intellectual Property, Inventa International has served thousands of clients, from small entrepreneurs and startups, to multinationals holding large trademark and patent portfolios, as well as universities and other entities dealing with R&D on a daily basis. Furthermore, our experience allows us to understand the caveats of the different industries, since we maintain relationships with clients from different sectors, including food and beverages, communications & IT, pharmaceutical, manufacturers, oil & gas, financial institutions, business services companies, and more.

eRoom Technology

Private Equity Round in 2000
eRoom Technology provides internet-based software applications and services that enable organizations to collaborate with their enterprises of employees, customers, suppliers, and other partners. The company’s software is used for a variety of projects, including designing and developing products, bringing new products to the market, establishing and coordinating activities across the supply chain, coordinating sales and support efforts, and managing consulting engagements from proposals through completion. eRoom Technology was founded in 1996 and is headquartered at Cambridge, Massachusetts, United States.

Staples, Inc.

Post in 1999
Staples Easy Rebates is an online platform that enables Staples customers to submit, track, and find rebates. It is managed by Staples, a U.S.-based office supply chain store.

Epicentric

Series C in 2000
Epicentric develops software solutions and websites that personalize portals and integrate information and applications. It enables users to provide combined web services including applications, content, and commerce to customers and employees across intranets, extranets, and internet. Epicentric was established in 1998, based in San Francisco, California. Currently it operates under Vignette Corporation.

Niku

Venture Round in 1999
Niku offers information technology (IT) management and governance software solutions. The company offers Clarity, an IT management and governance software solution for product development in the areas of collaboration, project, portfolio, and financial management. Its solution supports bottoms-up projects and program management; and top-down portfolio analysis and management. Niku was founded in 1997 and is headquartered in Redwood City, California. As of July 29, 2005, it operates as a subsidiary of CA Technologies.

Alcatel Communications

Series C in 2000
Astral Point Communications develops transmission network elements aimed at metropolitan optical access to the internet.

Novera Optics

Venture Round in 2001
Novera Optics develops optical access solutions. Its PON optical solutions enable equipment vendors and service providers to address fiber-to-the-building, fiber-to-the-curb extensions, multi-dwelling and multi-tenant units, remote terminals, and the central office markets. The company offers Wavelength Division Multiplexed-Passive Optical Networks (WDM-PON), an access and transport platform, which provides an architecture for access networks that enables service providers to deliver voice, data, video, and wireless services.

PhotonEx

Series B in 2000
Photonex is the UK's showcase event dedicated to photonics and light technologies.

Messagemedia

Venture Round in 1999
Message Media provides IT solutions that harness the most widely used communication channel on the planet, mobile messaging. They have been recognized in the Deloitte Technology Fast 50 Awards for seven years running, but they are committed to maintaining the ‘small business mindset that allows them to serve all their customers’ needs. At Message Media, they work to a very simple plan, they put Customer Experience above everything else – if the end-user is happy, the rest will follow. To make this happen they start by acknowledging an enduring fact: an organization’s most valuable resources are its people, and at Message Media, they only hire the best. They are not a conventional company with a whole lot of rules and regulations, and they don’t intend to become one. They believe that providing talented people with a supportive environment and the tools required to reach their potential.

12 Entrepreneuring

Venture Round in 2000
12 Entrepreneuring is an incubator company that provides investments to firms in the technology industry. It is based in California.

Metro Optix

Series B in 2000
Metro-Optix develops hardware for telecommunications companies that want to transition from circuit-based services to cell- and packet-based services. The hardware essentially reduces the number of hardware boxes needed, such as routers, which the networks feed into.

Axsun Technologies, LLC

Series B in 2000
Axsun Technologies develops and manufactures MEMS-based micro-optical spectrometers and optical channel monitors for pharmaceutical, chemical and petrochemical, homeland security and telecom network applications. Through its expertise in micro-optics, packaging and precision engineering, Axsun has pioneered an entirely new class of high-performance, miniaturized spectroscopic instruments and devices enabling a dramatic shift from lab based measurements to on-line and at-line measurements, without compromising performance.

ITF Optical Technologies

Venture Round in 2000
ITF optical technologies offers fiber bragg gratings for a range of applications, such as pump lockers, GFFs, and fiber laser mirrors; passive multimode components for high power fiber laser and amplifier manufacture; phase demodulators for terrestrial, submerged, and military applications; FBG based sensors, such as unpackaged FBG, strain, and temperature sensors; OEM telecom and industrial amplifier assemblies; and lasers for the photonics industry.
Centerpoint Broadband Technologies, Inc., headquartered in San Jose, California, is a rapidly growing optical networking company dedicated to delivering high capacity optical and broadband wireless systems that offer scalability and significant cost reductions in today's networks, while aggressively driving service velocity. Centerpoint provides metro, regional and long haul optical carriers the solutions needed to compete in the data driven world. Fixed and mobile service providers and private enterprises are searching for forward-looking wireless solutions that allow rapid capacity growth, simple provisioning, and minimum capital outlays.

Mainspring

Venture Round in 1999
Mainspring designs and develops digital business strategies. The company provides consulting services focusing on digital technologies, business optimization, and technology enablement. Mainspring, formerly known as Mainspring Communications Inc., was founded in 1996 and is based in Cambridge, Massachusetts.

PhotonEx Corp

Series C in 2001
PhotonEx Corp is an optical networking equipment manufacturer.

Bruker

Post in 2001
Bruker Corporation is a provider of high-performance scientific instruments and solutions for molecular and materials research, as well as for industrial and applied analysis.

PhotonEx

Series C in 2001
Photonex is the UK's showcase event dedicated to photonics and light technologies.

Hire.com

Venture Round in 2000
The online marketplace for outdoor activities. Providing the consumer with a single platform to research, book, and review outfitters and guides. GuideHire creates an informed buyer in a centralized marketplace.