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Angel Investor (Individual)
bantamgroup.comaboutbio

Investments

17

Portfolio Exits

10

About Joe Caruso

Joe Caruso is a Boston-area angel investor. His investments are made under the banner of the Bantam Group and can be seen on the Bantam Group's investor profile.

Headquarters Location

Boston, Massachusetts,

United States

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Latest Joe Caruso News

People Moves: Lockton Adds Allianz’s Caruso; Verdi Joins Alliant From Gallagher; Marsh McLennan Agency Names Moher; Bischoff Joins Harford’s IT

May 23, 2023

May 23, 2023 Lockton Appoints Caruso Financial Institutions Practice Leader in the Northeast Lockton, based in Kansas City, Missouri, has appointed Joe Caruso as its financial institutions practice leader in the Northeast. Caruso brings 30 years of experience to his new role, joining Lockton from Allianz Global Corporate & Specialty, where he served as regional head financial lines/financial institutions. He also worked as financial institution industry practice leader at AIG and served at Marsh. Verdi Joins Alliant Insurance Services Frank Verdi has joined Alliant Insurance Services as vice president within its employee benefits group. Based in Boston, Massachusetts, Verdi will focus on strategic employee benefits for clients throughout the Northeast. Verdi has 35 years of experience on both the carrier and brokerage sides of the business. Before joining Alliant, Verdi was area vice president for Gallagher. Alliant is headquartered in Newport Beach, California. Marsh McLennan Names Moher President of National Employee Health and Benefits Marsh McLennan Agency has named Kate Moher president of national employee health and benefits. Moher joined White Plains, New York-based agency in 2018 as national employee health and benefits practice leader. She has 28 years of industry experience and previously served as chief executive officer at C2 Solutions and as national vice president broker strategy and development at UnitedHealth Group. Harford Mutual Insurance Group Names Bischoff Assistant VP of IT Harford Mutual Insurance Group, headquartered in Bel Air, Maryland, has named Jeffery Bischoff as assistant vice president of information technology. Bischoff has 25 years of IT experience. Most recently, he held the position of technology solution manager in the policy platform department at American Family Insurance Group. Previously, Bischoff held technical positions at Selective Insurance Group, Housing Authority Insurance Group, and Travelers Insurance before joining New London County Mutual Insurance in 2015 as assistant vice president of IT.

Joe Caruso Investments

17 Investments

Joe Caruso has made 17 investments. Their latest investment was in Voatz as part of their Seed VC on December 12, 2017.

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Joe Caruso Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/29/2017

Seed VC

Voatz

$2.59M

Yes

5

12/27/2016

Seed VC - II

Clinical Research IO

$1.66M

Yes

4

6/2/2016

Seed VC

Netra

$2.37M

Yes

9

4/13/2016

Seed - II

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$99M

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10

2/9/2015

Seed VC

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$99M

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10

Date

12/29/2017

12/27/2016

6/2/2016

4/13/2016

2/9/2015

Round

Seed VC

Seed VC - II

Seed VC

Seed - II

Seed VC

Company

Voatz

Clinical Research IO

Netra

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Amount

$2.59M

$1.66M

$2.37M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

5

4

9

10

10

Joe Caruso Portfolio Exits

10 Portfolio Exits

Joe Caruso has 10 portfolio exits. Their latest portfolio exit was Netra on June 16, 2023.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

6/16/2023

Acquired

$99M

1

6/28/2017

Acquired

$99M

3

2/9/2017

Corporate Majority

$99M

2

3/24/2015

Acquired

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$99M

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10

2/11/2015

Acquired

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$99M

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10

Date

6/16/2023

6/28/2017

2/9/2017

3/24/2015

2/11/2015

Exit

Acquired

Acquired

Corporate Majority

Acquired

Acquired

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

1

3

2

10

10

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