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Investment Bank Results - Investors


Matthew Roberts Hermosa Beach, California, United States

Position: Associate

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: N/A

Maximum Investment: N/A

Assets Under Management: $1,900,000,000

Stage Preference: MBO/LBO, Acquisition, Recapitalization

Max DeZara Menlo Park, California, United States

Position: Founder and Managing Partner

Specialties: Investment Bank, Instiutional Investors

Meghan Lockwood Washington, District of Columbia, United States

Position: COO

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $15,000,000

Assets Under Management: $100,000,000

Stage Preference: Expansion, MBO/LBO, Acquisition, Recapitalization, Consolidation

Mehul Ramchandra Mumbai, Maharashtra, India

Position: Executive Director

Specialties: Investment Bank, Private Equity Fund, Instiutional Investors

Meredith Pflug Tampa, Florida, United States

Position: Controller and CCO

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: $500,000

Maximum Investment: $8,000,000

Assets Under Management: N/A

Stage Preference: Expansion, MBO/LBO, Acquisition, Recapitalization, Corporate Divestiture

Meriwether Beckwith Oxford, England, United Kingdom

Position: Investment Manager

Specialties: Investment Bank, Private Equity Fund, Instiutional Investors

Minimum Investment: $250,000

Maximum Investment: $50,000,000

Assets Under Management: N/A

Stage Preference: Expansion, MBO/LBO

Michael Caspani Wayne, Pennsylvania, United States

Position: Vice President

Specialties: Investment Bank, Instiutional Investors

Michael Cromwell Macungie, Pennsylvania, United States

Position: Managing Director

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: A$250,000

Maximum Investment: A$5,000,000

Assets Under Management: A$50,000,000

Stage Preference: Seed, Startup, Early Stage

Michael Cuneo New York, New York, United States

Position: Managing Principal

Specialties: Investment Bank, Instiutional Investors

Minimum Investment: $20,000,000

Maximum Investment: $75,000,000

Assets Under Management: N/A

Stage Preference: Expansion, MBO/LBO, Recapitalization, Secondary Purchase



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