Tamarack | 4

Tamarack Solar Products designs and manufactures mounting structures for solar modules. The company specializes in robust and versatile solutions for photovoltaic (PV) arrays, including systems for single poles, roofs, and ground installations. Their engineering emphasizes innovative designs that facilitate quick installation and ensure secure, durable support for various solar panel configurations.

Tamarack Solar Products originated as Two Seas Metalwork in the mid-1990s in Willits, California, to meet the growing demand for reliable mounting systems in the solar energy sector. David Katz serves as the President, having guided the company's focus on practical, high-quality mounting solutions from its inception.

The company primarily serves installers and distributors within the solar energy industry, providing foundational hardware for deploying PV systems. Tamarack Solar Products is dedicated to advancing solar adoption through the continued development of simple, strong, and smart mounting solutions. Their long-term vision focuses on enabling broader access to solar power by consistently delivering dependable installation infrastructure.

High-Level Overview

Tamarack refers to multiple distinct investment entities, each with a unique focus:

• Tamarack Capital Partners is a privately held real estate investment firm specializing in hospitality real estate. It acquires, develops, renovates, and manages full-service and boutique hotels, focusing on transforming distressed or historic assets into dynamic, market-leading properties across major U.S. cities. Their mission centers on delivering superior, consistent returns through expert investment and property management in hospitality real estate[1].

• Tamarack Global is a venture capital firm founded in 2018, based in Greenwich, Connecticut, that invests in early-stage deep-tech companies across various sectors. It supports exceptional founders shaping the future through bold innovations in areas such as electrification, space, autonomy, and data intelligence[2][5].

• Tamarack Investment Partners (founded 2014) focuses on supporting emerging investment managers globally, offering niche hedge, long-only, and private market strategies to institutional investors[4].

Origin Story

• Tamarack Capital Partners was founded by experienced partners (including a CEO and Co-Founder) with a strong background in hospitality real estate investment and management. The firm has evolved through multiple market cycles, executing over $3 billion in transactions and focusing on repositioning and revitalizing hospitality assets, especially during challenging periods like the COVID-19 pandemic[1].

• Tamarack Global was established in 2018 by founders including John McCormick and partners such as Austin Bishop and Jamie Lee. It emerged to capitalize on the growing opportunities in deep-tech startups, leveraging expertise to back early-stage companies with transformative technologies[2].

• Tamarack Investment Partners was founded in 2014 to provide institutional investors access to niche and emerging managers worldwide, reflecting the founder’s 20+ years of experience in Asia and global markets[4].

Core Differentiators

• Tamarack Capital Partners:
• Specialized focus on hospitality real estate, including boutique and full-service hotels.
• Proven track record of repositioning distressed assets into market leaders.
• Integrated expertise in investment management, property management, development, and renovation.
• Strong presence in key U.S. cities with a portfolio spanning Seattle to Washington, D.C.[1].

• Tamarack Global:
• Focus on early-stage deep-tech investments across cutting-edge sectors like electrification, space, and autonomy.
• Experienced founding team with a clear vision for shaping future technologies.
• Active fund management with multiple funds closed and one currently in market as of 2025[2][5].

• Tamarack Investment Partners:
• Niche capabilities in hedge, long-only, and private market strategies.
• Access to emerging and global investment managers.
• Institutional-grade solutions tailored for sophisticated investors[4].

Role in the Broader Tech Landscape

• Tamarack Capital Partners rides the trend of revitalizing hospitality real estate by adapting to changing consumer preferences and market disruptions (e.g., pandemic recovery). Their timing is critical as the hospitality sector rebounds, with market forces favoring innovative repositioning of assets to meet new demand patterns[1].

• Tamarack Global capitalizes on the accelerating deep-tech innovation wave, investing in sectors critical to the future economy such as electrification and autonomy. The firm’s timing aligns with increasing global emphasis on technology-driven solutions and sustainability, positioning it as a key player in shaping the startup ecosystem in these domains[2][5].

• Tamarack Investment Partners addresses the growing demand for diversified, niche investment strategies amid limits in traditional multi-strategy funds. Their multi-local emerging manager approach reflects evolving market needs for specialized, global investment access[4].

Quick Take & Future Outlook

• Tamarack Capital Partners is likely to continue expanding its portfolio by acquiring and repositioning hospitality assets, leveraging its expertise to capture value in a recovering and evolving market. Trends in experiential hospitality and urban revitalization will shape its growth trajectory[1].

• Tamarack Global is poised to deepen its impact by backing more transformative deep-tech startups, potentially expanding fund sizes and sector focus as technology adoption accelerates globally. Its influence in the venture ecosystem will grow alongside the maturation of these emerging technologies[2][5].

• Tamarack Investment Partners may broaden its offerings and geographic reach, capitalizing on the increasing appetite for niche and emerging manager strategies among institutional investors worldwide[4].

Each Tamarack entity, while distinct, exemplifies strategic positioning within its respective investment domain, reflecting a commitment to innovation, specialized expertise, and market responsiveness.