Thomas (Tom) G. DeFranco, JD
Senior Investor Relations at AMR- Claim this Profile
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Bio
Credentials
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Series 7 and 63
FINRA -
State of Ohio Licensed Attorney (Inactive)
Supreme Court of Ohio
Experience
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AMR
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United States
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Financial Services
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1 - 100 Employee
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Senior Investor Relations
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Feb 2023 - Present
Responsible for privately-owned firm's capital raising, deal sourcing, business development and investor relations efforts with institutional real estate investors throughout the United States for AMR's closed-end funds, AMR REIT and direct investment opportunities. • Concentrating in investing, owning and operating real estate projects across multiple markets in Texas and surrounding states. • Focused on industrial and self-storage assets and select development projects. Responsible for privately-owned firm's capital raising, deal sourcing, business development and investor relations efforts with institutional real estate investors throughout the United States for AMR's closed-end funds, AMR REIT and direct investment opportunities. • Concentrating in investing, owning and operating real estate projects across multiple markets in Texas and surrounding states. • Focused on industrial and self-storage assets and select development projects.
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Managing Partner
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Oct 2018 - Present
Assisting private equity funds with capital raising, marketing materials and fundraising strategy guidance. • Advising owners of businesses, real estate, and other highly appreciated assets on the benefits of a Deferred Sales Trust, a capital gains tax deferral strategy. • Advising private equity and real estate direct investors and funds on private capital solutions. • Advising and investing in early-stage companies preparing for their Series A capital raise. • Helping first time private equity funds or direct investors looking for institutional capital with introductions to the institutional investor community. Show less
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InterAlpen Partners
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Managing Director, Capital Partnering
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Oct 2021 - Feb 2023
Head of capital partnering/raising and investor relations for IAP Fund III, IAP co-investments and direct investment opportunities. Currently raising $250M for Fund III: focused on tech growth stage companies with positive Environmental, Social and Corporate Governance impacts in massive and growing markets in health tech, FinTech and business tech in the lower to middle market. IMPACT strategy for people, planet and productivity. • Institutionalizing IAP’s investor base for Fund III to provide limited partner diversification from Fund I and II investors, who were high net worth or smaller family office investors. • Educating the institutional market and building brand awareness for the InterAlpen fund name after the firm changed its name from Panorama Point Partners for Funds I and II. • Generating interest for Fund IV and building relationships with top-tier consultants, fund of funds, state and municipal pension plans, endowments and foundations, and family offices as IAP’s brand recognition grows within the private equity institutional investor universe. Show less
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McCarvill Capital Partners
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United States
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Investment Banking
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1 - 100 Employee
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Partner
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Dec 2014 - May 2018
Co-founder. Generated new business with potential private equity fund clients and direct investors. Fundraising efforts focused on real assets, private equity, and credit funds with some direct investment. Sales territory: Midwest, southwestern and western US. Fundraising mandates included Alinda Capital Partners Fund III, Alterna Capital Partners Fund III, Basin Acquisition Fund II, Digital Alpha Fund I, Everstream Sustainable Energy Fund II, Glacier Lake Credit Opportunities Fund I, Glenmont Capital Management Real Estate Fund II, and LionWorks Pan-African Infrastructure Fund. Show less
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FIRSTavenue
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United Kingdom
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Financial Services
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1 - 100 Employee
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Director
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Oct 2011 - Aug 2014
Madison Williams U.S. placement agent team merged with First Avenue Partners of London to establish a U.S. presence. Sourced several funds and served as the project management lead between the funds and the distribution team. Sales territory: Midwest, southwestern and western US. Fundraising mandates included Stonepeak Infrastructure Partners Fund I, M&G European Real Estate Debt Funds II and III, Actis Energy Fund III, Actis Private Equity Fund IV, High Street Industrial Real Estate Fund III, Permira Credit Solutions Fund II, MezzVest Fund III, Hastings Infrastructure Fund, Hastings Infrastructure Debt Fund and Court Square Capital Partners Fund III. • Grew First Avenue’s revenue from ~$9M annually to $40M+ annually in less than 30 months. • Successfully raised more than $200M in capital annually while with the firm. Show less
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Director
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Oct 2010 - Oct 2011
Raised capital for private equity and real asset funds. Sales territory: Midwest and southwestern US. Covered select U.S. state pension funds. Mandates included: ArcLight Energy Partners Fund V, Wasserstein Perella Fund II, Energy Power Partners Fund I, and India Equity Partners. • Helped source an infrastructure fund which generated a $10M fee when the first-time fund’s hard cap exceeded $200M. • Project management efforts included creating and revising marketing decks and private placement memorandums, helping build Salesforce CRM for firm. Show less
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Courtland Partners, Ltd.
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United States
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Real Estate
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1 - 100 Employee
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Director of Infrastructure Investments and Real Assets
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Aug 2007 - Sep 2010
Provided institutional consulting services for real estate, infrastructure, agriculture, and timber asset classes. Conducted extensive due diligence and direct investment opportunities on behalf of clients and wrote the investment memorandums for the investment opportunities. Made portfolio quarterly performance update presentations to state pension fund, Taft Hartley plans and other institutional clients. • Committed ~$2B to infrastructure and real estate investments on behalf of institutional clients, including Washington State Investment Board, New Mexico Educational Retirement Board, West Virginia Investment Management Board, Hawaii Employees Retirement System, State of North Carolina Retirement System, Massachusetts Laborers’, Chicago Laborers’, United Food and Commercial Workers and China Investment Corporation. • Assisted with investing/managing a joint venture real estate fund of funds with Mesirow Financial. • Frequent speaker at real asset conferences, such as RREEF Annual Meeting, NASRA Annual conferences, IREI conferences, Terrapin, and EIRE Conference (Ireland). • Led “teach-ins” on infrastructure asset class for state pension fund and sovereign wealth fund real estate clients. Show less
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Attorney
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2001 - 2008
Sole practitioner representing clients in criminal defense, business litigation, real estate, and immigration law. • Criminal defense trial attorney for Federal and State felony cases including major drug cases and serious high degree felony cases. Successfully defended individuals charged with Operating a Vehicle while Under the Influence in municipal courts. • Represented the Yellow Cab Company on business litigation matters and performed collections work on behalf of the Cleveland Clinic. • Represented real estate investors on commercial and individual transactions. • Represented business and medical professionals seeking employment in the U.S. • Represented U.S.-based parents in multiple foreign child adoptions. Show less
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Thompson Hine LLP
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United States
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Law Practice
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700 & Above Employee
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Attorney
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2000 - 2001
Practiced law in the corporate transactional group focusing on private equity and real estate transactions, commercial lending, public finance, securities, and telecommunications law. • Assisted a Cleveland family business with selling its multi-billion-dollar U.S.-based portfolio of shopping malls. • Assisted with public finance deals for the Cleveland Port Authority, State of Ohio and Cuyahoga County developments and expansions. • Assisted telecommunication company with raising $50 million in capital for acquisitions and capital expenditures and filed the related secured transactions filings for several acquisitions. Show less
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Fifth Third Bank
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United States
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Civic and Social Organizations
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Registered Investment Advisor
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1999 - 2000
Maxus Investment Group acquired by Fifth Third Bank. Institutional and retail salesperson for managed discretionary accounts and proprietary mutual funds. Handled all inquiries on proprietary mutual funds from potential investors. Managed Taft Hartley plans, state and municipal retirement plans, family offices and high-net-worth individuals. • Individual sales effort increased assets under management to approximately $2.2B before Fifth Third Bank acquisition. • Assisted with client relationships for Fred DiSanto and Ivan Gelfand aka “America’s Money Man”. • Co-chaired Maxus Foundation’s annual fundraiser, generating $25K+ in annual donations. Show less
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Education
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1995 - 1997
Stetson University
Master of Business Administration - MBA -
1995 - 1997
Stetson University College of Law
Doctor of Law - JD -
1987 - 1991
Xavier University
BSBA, Marketing
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