OUR TEAM
OUR TEAM
SENIOR MANAGEMENT
TERY LARREW
Founder & Managing Partner
Tery Larrew is the Founder and Managing Partner of Caddis Capital Investments, LLC and its predecessor, Caddis Capital, LLC. The Caddis charter is to provide private investors with exclusive access to unique, income generating investments. In its funds, Caddis specializes in income oriented real estate investments with strong equity appreciation that focus on income producing real estate specifically Manufactured Home Communities, Self-Storage Units, Parking Facilities and Student Housing. Caddis Capital Investments differentiates itself in many ways but consistent income to investors while maintaining a significant equity appreciation is primary.
Prior to founding the Caddis family of companies, Larrew led a myriad of successful firms as CEO, Founder/Co-Founder including: Mid-Continent Computer Services, Inc., Pinnacle Management LLC, Customer Insight Company, Inc., Update Systems, Inc., IQ3G, Inc., Vericept Corporation and NextConnect LLC. He has excelled in leading each company to unprecedented revenue and profitability levels, resulting in desired events for each entity.
Tery is a Colorado native and a graduate of Colorado State University with a Bachelor of Science in business administration. At CSU, Tery was a three-year varsity basketball player and he was honored as the Outstanding Defensive Player three times; All-Conference Player twice; Most Valuable Player and Academic All-American. In 1976, Larrew received the Merrill-Gheen Award which was presented to the most outstanding male athlete based upon his record in activities, athletics and academics. He was also awarded the Distinguished Alumni Award from the College of Business in 1981.
Larrew currently serves on the board of directors of numerous private companies. He is an avid sportsman and is married to Julie Larrew with six adult children.
Ian Dickinson
Partner
Ian Dickinson is a Partner at Caddis Capital Investments LLC. Ian brings over 20 years of executive management experience, including finance, operations, business development, corporate strategy and M&A, in both public companies and privately held firms across a variety of industries. Ian held a prior partnership position with Caddis in 2016 and remained an advisor to the firm during his most recent assignment as President and CEO at Enservco Corporation (ENSV), a publicly traded oilfield services company serving the North American shale basins.
During his tenure at Enservco Ian executed on operational enhancements and M&A initiatives to drive increased market share and significantly improved financial performance. Prior to Caddis and Enservco, Ian was President and CEO at Premier Oilfield Equipment Co, a private equity backed company. Under Ian’s leadership the company grew revenues 500% over four years, and EBITDA from net losses to industry leading profits over the same period. Previous experience includes CFO and other executive roles with both private and public companies across a variety of industries.
Ian graduated with honors from Fort Lewis College in Durango with a Bachelor of Science in Finance. He was a two-time Academic All-American in soccer and was the first soccer player inducted into the Athletic Hall of Fame. He is a member of Young President Organization (YPO) and currently serves on the board for the local chapter. He also serves on the Advisory board for ACE scholarships. Ian is a Colorado native and spends his time away from work having fun outdoors with his wife and three kids.
STEPHANIE SCHERPENSEEL, CPA, CGMA
Chief Operating & Chief Financial Officer
Stephanie has been working with Caddis Capital since its formation in 2006. During this time Stephanie has contributed over 35 years’ experience and expertise in accounting, finance and operations. In May of 2012, Caddis appointed her Chief Financial Officer and in 2017 she also became Caddis’ Chief Operating Officer. In this role Stephanie directs all accounting, finance, investor relations, facilities management and a significant portion of the asset management of the company.
Prior to joining Caddis Capital, Stephanie was the founder of a successful accounting practice that provided financial management and operational accounting services. She focused on companies in private equity, energy and technology sectors. During this time, Stephanie also worked with two regional CPA firms providing auditing services for entrepreneurial firms and not-for-profit organizations.
Additionally, Stephanie was a key member of Woodward Clyde Consultants, a $320M environmental engineering firm. She led all accounting functions including: company consolidations, financial reporting, operational accounting and treasury management functions during a significant growth phase culminating in the successful sale of the company to URS, a worldwide environmental engineering company listed on the NYSE. Prior to Woodward Clyde, Stephanie worked for various oil and gas firms including Apache Corporation and Western Energy Development.
Stephanie is a fellow member of the Colorado Society of CPAs (CSCPA) and the American Institute of CPAs (AICPA). She earned a Bachelor’s degree in Biology from Colorado State University and a Bachelor’s degree in Accounting from Regis University where she graduated Magna Cum Laude. Stephanie supports various not-for-profit organizations and served on the board of The Gathering Place. She is married to Chris and has two adult children.
Dan Mercer
Executive Vice President Capital Markets Division
Dan Mercer is Executive Vice President of Caddis Capital Investments (CCI) Capital Markets Division. Dan is primarily responsible for working with CCI’s RIA’s, Family Office’s and Institutional clients to place equity into the Trico family of Mobile Home Community and RV Park Funds. Along with his capital raising efforts, Dan is involved in investor communications, selection of assets for acquisitions & dispositions. In additional, he is involved with the executive team in evaluating future strategic alternative investment options.
Prior to joining to Caddis Dan begin his career working in Commercial Real Estate Brokerage and Real Estate Development representing several national retail tenants in the Pac North West as well as developing over 2.5 million square feet of retail and office space. After 10 years as a developer Dan moved to the world of capital markets spending 8 years with KBS as a Regional Vice President helping to raise capital in their Office, Multifamily and Opportunistic non-traded REITs.
Dan currently resides in Scottsdale, AZ and is an Arizona native where he spends as much time as possible with his two children, Corde (13) and Piper (11). He attended the University of Arizona in Tucson, AZ and is an avid golfer who can easily shoot his own age by the first 4 holes of any outing.
ADVISORY BOARD
STUART ASSELIN
Executive Advisor
Stuart Asselin is a Principal in U.S. Land Professionals, Inc., a full-service real estate right-of-way acquisition and permitting company serving the energy industry with projects throughout the United States. Mr. Asselin has been an Executive Advisor to Caddis Capital Investments since 2012.
Mr. Asselin recently served as Executive Vice President of Engineering and Operations for a midstream company with assets in the Niobrara and Bakken, where he managed $30MM of pipeline, compression, and gas processing projects. He currently is an owner of a right-of-way and permitting company focusing on pipeline projects throughout the United States.
From 1993 to 2007, Mr. Asselin was an owner/partner, project manager, and area manager of Trigon EPC, a 350-man pipeline and facilities engineering and field services firm headquartered in Denver. Mr. Asselin also served as construction manager for Trigon’s projects in Algeria. CH2M HILL, a 30,000 employee international engineering firm, acquired Trigon EPC in late 2007. Mr. Asselin then served as a Vice President and Officer of CH2M HILL through 2010, where he led engineering business development and sales in oil/gas midstream markets, then the western United States for oil/gas, mining, and chemicals divisions, and built the Shale Energy Services group for CH2M HILL.
Prior to his work with Trigon EPC, Mr. Asselin worked for Public Service Company of New Mexico as Manager of Engineering and Plant Services at PNM’s 1,700 MW coal-fired San Juan Generating Station. He also served as Manager of Engineering and Construction for the Gas Company of New Mexico’s gas gathering and pipeline assets.
Mr. Asselin is a registered professional engineer, with a degree in Civil Engineering from New Mexico State University. He has served on the Colorado Oil and Gas Association Board of Directors, and currently serves as a Board member of the Interstate Natural Gas Association of America Foundation. Mr. Asselin served the Denver Museum of Nature and Science for eight years as the Chairman of the Corporate Membership Committee.
Mr. Asselin is married to Rosann, with two grown daughters and three grandchildren, and is an avid scuba diver and underwater photographer, traveling the world with Rosann diving several times a year. Mr. Asselin also enjoys mountain biking, motorcycling, camping and hiking in the mountains of Colorado and the West.
DOUG REESE
Executive Advisor
Doug Reese is founder and President of Wealth Associates, Inc., a financial advisory firm based in the Denver area. Since the firm’s inception in 1991 Doug has served as business and personal financial advisor as well as investment manager for over 500 business owners and executives in 46 states. His firm provides highly personalized financial services to high net worth individuals and privately held businesses, specializing in restructuring programs for businesses that have either experienced distressed operating conditions and require work-out plans, or those that have outgrown their current operating model and require expansion capital and infrastructure build-out plans.
Doug has nearly 30 years of experience in investment management and financial planning and has worked as an analyst, portfolio manager, interim CFO for many clients, and financial advisor on corporate mergers and acquisition strategies.
Doug has served in various roles as advisor or board member to groups including the Christian Medical & Dental Association (Bristol, TN), the Dawson Academy and Peter E. Dawson Foundation (St. Pete, FL), the Fish & Cross Ranch (Steamboat, CO), and has been actively involved as a major donor and volunteer in organizations including the Alzheimer’s Association of Colorado and United Cerebral Palsy of Colorado.
Doug received an MBA with an emphasis in Financial Planning (’86), and a BS in Finance (’85) from Western Illinois University, and was recently honored by his alma mater as the 2016 recipient of the WIU Alumni Achievement Award. Doug was born in Illinois and has spent the past 30 years in Colorado where he enjoys the Rocky Mountains with his wife and two children.