here's the operator behind this move... And this is different from the large investors we have had in the past. they were mutual fund managers. Now this...
Brian R. KahnManaging Partner Mr. Kahn is the Managing Partner and founder of Vintage Capital Management (“VCM”) and its predecessor, Kahn Capital Management (“KCM” or the “Firm”), and is responsible for all aspects of transaction sourcing, due diligence, and execution.
There were 2 investment firms there. I talked with both of them but did not get the name of one. He was a fairly young man with a very young intern (college?) with him. He was not as optimistic about KVHI as a long term opportunity and saw them more as following what's hot today. I really did not get that he understood the company and the long term opportunities they were building. The other firm was a "very small cap" investment firm specializing in small company opportunities like KVH. He thought it looked like everything was finally lined up for KVH but only discovered it less than a year ago.
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