O : 203 388 1808
C : 203 676 6371

Recent Assignments

Corporate Advisory & Consulting:

  • Sourcing ‘emerging manager’ acquisitions (long/short credit and equity) for a multi-strategy hedge fund client
  • Review of investment management marketing department and related multi-channel marketing strategies (‘fund of funds’, family offices, endowment & corporations)
  • Buy-side advisory for the lift-out of a Canadian oil brokerage desk
  • Buy-side advisory for an International financial institution looking to acquire a U.S. research driven boutique to complement its international research platform
  • Sell-side advisory for the sale of a Houston based ‘electrical power’ broker (ERCOT)
  • Sell-side advisory for the sale of a New York based ‘electrical power’ and natural gas broker (PJM)
  • Buy-side advisory for the acquisition of the largest municipal bond inter-dealer broker
  • Capital raise for a ‘new age’ digital mortgage origination platform
  • Capital raise for a sports management group acquiring minor league baseball teams
  • Sell-side advisory for the divestiture of a $8 BLN CLO/ CDO asset manager
  • Consultation on performance evaluation and compensation practices for several broker dealers and alternative asset management platforms

Organizational Development and Search:

  • Recruitment of a COO for a $ 3 BLN distressed real estate and structured credit platform in New York City
  • Recruitment of a CRO and CTO for major public alternative asset management company in New York City
  • Recruitment of ‘Head of Equities’ for a multinational investment bank
  • Recruitment of ‘Head of Energy Investment Banking’ for a mid-market investment bank
  • Recruitment of a CRO for a major privately owned hedge fund in San Francisco
  • Ongoing recruiting assignment for research analysts and associates for several investment banking platforms (princ. healthcare, technology, energy and consumer)
  • Consultation and resultant recruiting assignment of an advisory board for a regional broker dealer
  • Recruitment of a CLO Team for a $ 4.5 BLN structured credit hedge fund
  • Recruitment of an Investor Relations team for a $ 7 BLN credit hedge fund
  • Recruitment of a Funds Marketing team for a $ 3 BLN ‘multi-strategy’ hedge fund
  • Ongoing recruiting assignment for investment bankers for several mid-market broker dealers (princ. health care, technology, energy and consumer)