Experience

Capital2Market

• Financial Services
• 1 - 100 Employee

• Managing Director-Partner

  • Aug 2018 - Present

  Capital2Market is focused on Investment Banking Advisory, Growth Capital raises, and M&A. This segment of our business helps privately owned Middle Market as well as Growth Stage businesses, in a variety of industry silos, to find new financial partners in both the Institutional and Family Office realm. We approach each situation with Senior Level attention and with an eye towards finding a common ground solution that brings together our client and a new financial/strategic partner. The firm… Show more Capital2Market is focused on Investment Banking Advisory, Growth Capital raises, and M&A. This segment of our business helps privately owned Middle Market as well as Growth Stage businesses, in a variety of industry silos, to find new financial partners in both the Institutional and Family Office realm. We approach each situation with Senior Level attention and with an eye towards finding a common ground solution that brings together our client and a new financial/strategic partner. The firm has been creative and innovative in crafting a plethora of deals. C2M also has an accomplished Technology Group whose State-of-the-Art Platform helps Issuers, as well as advisors and fellow investment banks, manage multi-subscriber direct offerings. The C2M interface manages the capital raise process for Reg A and Reg D offerings from both a customer-facing as well as a back office perspective, managing dashboards for the Issuer, portals for the Investor, compliance requirements, as well as coupon and dividend distributions. We welcome inquiry about all of our capabilities. Show less



Scura Partners

• Partner

  • Mar 2013 - Aug 2018

  489 Fifth Avenue, New York, New York Founded in 2001, Scura Partners is a New York City-based investment bank focused on M&A and private equity/debt capital raises. The firm's silos include specialty finance, energy, technology, industrials, and business services. In addition to originating deals, I was particularly focused on finding appropriate institutional/ family office investors for transactions.



Sevara Partners

• Managing Director

  • 2010 - 2013

  New York, New York Boutique investment bank which focused on M&A, capital raising (private debt/equity) and structured finance. Principal role was to find capital for all deals as well as to source mandates and secondary situations.



Credit Research and Trading LLC

• Managing Director

  • 1995 - 2006

  Greenwich, Stamford Connecticut Institutional Sales. Customers included hedge funds with a variety of strategies (credit, convertible arbitrage, macro, long/short equity), mutual funds, insurance companies and other institutions. For the ten+ years there, CRT was a junk bond/equity boutique offering insightful research on distressed and special situations. All trading was back-to-back secondary product so deep institutional relationships were essential.



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• Senior Vice President

  • 1979 - 1995

  New York, New York Developed deep institutional customer relationships in various sectors: rates, mortgage backed securities, all short dated securities, asset backed securities, high yield and distressed securities, derivatives, real estate. Also created and managed 12 person NY-based international sales group covering foreign institutions in North America through the Caribbean for all of Lehman's products.