Ken Carlson
Managing Director at Boundless Capital Partners- Claim this Profile
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Bio
Credentials
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Series 63
FINRA -
Series 79
FINRA
Experience
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Boundless Capital Partners
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United States
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Banking
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1 - 100 Employee
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Managing Director
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Jan 2021 - Present
Investment banking for the modern world, redefined by exceptional people and approached with creativity and conviction to driving growth. BCP focuses on sell-side mergers and acquisitions, debt structuring and raising equity capital for privately-held businesses. Securities offered through M&A Securities Group, Inc. (MAS), an unaffiliated broker-dealer. Any third-party posts linked to this profile should not be considered to represent my views or the views of MAS. Investment banking for the modern world, redefined by exceptional people and approached with creativity and conviction to driving growth. BCP focuses on sell-side mergers and acquisitions, debt structuring and raising equity capital for privately-held businesses. Securities offered through M&A Securities Group, Inc. (MAS), an unaffiliated broker-dealer. Any third-party posts linked to this profile should not be considered to represent my views or the views of MAS.
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Boreas Ventures
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United States
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Financial Services
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Managing Director, Founder
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Jul 2017 - Present
Boreas Ventures provides financial leadership to entrepreneurial companies, investment funds, lending institutions and charitable organizations. Boreas’ team of seasoned professionals leverage their experience in private equity, FinTech, banking, structured finance, and real estate to provide an integrated operational solution. Boreas Ventures provides financial leadership to entrepreneurial companies, investment funds, lending institutions and charitable organizations. Boreas’ team of seasoned professionals leverage their experience in private equity, FinTech, banking, structured finance, and real estate to provide an integrated operational solution.
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W.G. Nielsen & Co.
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United States
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Investment Banking
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1 - 100 Employee
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Vice President
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Jan 2020 - Jan 2021
W.G. Nielsen & Co. is an independently owned FINRA investment banking firm, which specializes in negotiating mergers and acquisitions, with an emphasis on sell-side representation, and structuring creative financing solutions for privately held businesses. W.G. Nielsen & Co. is an independently owned FINRA investment banking firm, which specializes in negotiating mergers and acquisitions, with an emphasis on sell-side representation, and structuring creative financing solutions for privately held businesses.
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P2Binvestor
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United States
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Financial Services
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1 - 100 Employee
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VP Credit and Risk
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Jul 2016 - Jul 2017
P2Binvestor (“P2Bi”) is a technology enabled marketplace lender that originates commercial lines of credit secured by accounts receivable and inventory. P2Bi utilizes an online platform where accredited investors purchase participations in the underlying credit facilities. Head of the Credit and Risk department, responsible for administering the credit policy, loan underwriting, loan servicing, and risk management. Managed a team of 6 professionals. Voting member of Board of Directors Credit Committee and Chairman of Operational Credit Committee.
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Director of Portfolio Management
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Aug 2014 - May 2016
Metropolitan Merchant Capital (“MetMC”) is a Boulder-based FinTech start up backed by New York-based private equity group Metropolitan Equity Partners. MetMC utilizes its investment capital, structuring expertise and industry knowledge to build a portfolio of merchant cash advance assets. Responsible for leading the execution of the firm’s investment strategy, monitoring portfolio performance, mitigating risk, underwriting new opportunities and corporate financial modeling.Grew a zero asset concept into an efficiently operating investment vehicle that deployed $65 million in over 10,000 merchant cash advance participations.
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Prologis
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United States
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Real Estate
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700 & Above Employee
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Investment Services Analyst
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Nov 2011 - May 2014
Prologis, Inc. is an independent equity real estate investment trust. The firm invests in the ownership, development, management, and leasing of industrial distribution and retail properties around the globe. Prologis is the largest owner of industrial real estate in the world. Member of the Investment Services department, responsible for executing the Company’s real estate acquisitions, strategic dispositions, developments, and financings. Managed the underwriting, due diligence process, financing and closing on real estate transactions valued in excess of $500 million.
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Klaff Realty, LP
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United States
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Real Estate
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1 - 100 Employee
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Senior Analyst
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Jul 2007 - Jun 2011
Klaff Realty, LP is a privately-owned real estate investment firm comprised of an integrated team of 15 highly skilled professionals that manages and invests in a wide array of domestic and international real estate assets. Senior analyst responsible for underwriting and presentation of new opportunities to the principals of the firm through the creation of sophisticated Excel-based and ARGUS-based valuation models. Executed value-added real estate strategy on the firm’s existing portfolio of owned real estate and coordinated the firm’s private equity funds. Lead analyst responsible for coordination of Hersch Klaff investor group that finished second in the bidding to acquire the Chicago Cubs Major League Baseball Team, Wrigley Field, and a 25% interest in Comcast SportsNet Chicago from the Tribune Co.
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Barrington Bank & Trust Company, N.A.
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United States
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Banking
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1 - 100 Employee
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Commercial Credit Analyst
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Jul 2006 - Jun 2007
Barrington Bank and Trust is a nationally chartered bank owned by the Wintrust Financial Corporation. The Company engages in community banking, wealth management, specialty finance and mortgage origination. Responsible for management of lending relationships and commercial loan underwriting based on Barrington Bank and Trust loan policy. Barrington Bank and Trust is a nationally chartered bank owned by the Wintrust Financial Corporation. The Company engages in community banking, wealth management, specialty finance and mortgage origination. Responsible for management of lending relationships and commercial loan underwriting based on Barrington Bank and Trust loan policy.
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Education
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2002 - 2006
Miami University
Bachelor of Science in Business, Finance
Community
