Richard Taketa

SAB Financial Services

Richard Taketa is a member of Genstar Capital’s Strategic Advisory Board and advises the firm in the financial services industry.

Richard H. Taketa (Rick) is the President of Taketa Capital, a small family office, where he partners with public and private high-growth companies in a variety of capacities including board director, investor, advisor and coach.  Immediately prior to founding Taketa Capital, Rick was the President and CEO of York Risk Services, one of the nation’s largest third-party administrators to the insurance industry.  In this role, Rick had overall responsibility for capital, strategic, financial, operational, governance, sales and client activities.   With approximately $800 million in revenue and 5,500 employees, York grew under Rick’s leadership from a regional player to be a leading provider of tech-enabled, integrated services to the insurance market.

Prior to York, Rick was a co-founder and managing director of a small private equity vehicle named Eventide Capital and a venture-focused corporate securities lawyer in Silicon Valley with Gray Cary Ware & Freidenrich.  Before going to law school, Rick spent four years in Washington, D.C., working with non-governmental organizations focused on environmental and public health issues.

Rick currently serves as an Independent Director on the Board of Directors of Palomar Holdings, Inc. (NASDAQ:  PLMR), Veritone, Inc. (NASDAQ: VERI), Alphaeon Corporation, a diversified holder of health care assets including public company Evolus, Inc. (NASDAQ:  EOLS), as well as other private equity backed companies.  Rick also currently serves on the Board of the Hoag Hospital Foundation.

In 2017, Rick was named Ernst & Young’s Entrepreneur of the Year for the State of New Jersey, where he and his family resided prior to returning to California.  He has been a recurring guest lecturer at the Stanford Graduate School of Business and is a member of the California Bar Association (inactive status).  Rick resides in Newport Beach with his wife Alexandra and two daughters.

EDUCATION

  • Stanford Law School, JD
  • Colgate University, BA

BOARD REPRESENTATION


CURRENT INVESTMENTS

Palomar Specialty Insurance
Worldwide Facilities

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