Your Partners

[email protected] UCLA, MBA, Finance, 1991 Cornell, BA, Economics, 1984 CIT, EVP Western Group Head, Commercial & Industrial Group GE Capital, SVP Capital Markets, Risk Mgt 30+ Years of Principal Investing, Leveraged Finance, M&A Iain resides in Los Angeles with his wife. When he isn’t working he enjoys skiing, surfing, biking, golf, wine, travel and fitness.

[email protected] Duke University, MBA, 2006 Univ. of Oregon, BS, Bus. Administration, 1999 Credit Suisse, Investment Banking Lehman Brothers, Leveraged Finance 15+ Years, Principal Investing, Leveraged Finance, Investment Banking Brian resides in the Bay Area with his wife and three children. When he isn’t working he enjoys golf, running and travel.

[email protected] UCLA Anderson, MBA, 2012 Miami University, BS in Business, 2003 Houlihan Lokey, VP, Fin. Restructuring Midwest Mezzanine Funds, Sr. Analyst 10+ Years Principal Investing, Leveraged Finance, and Equity Research Todd resides in Santa Monica with his wife and two daughters. When he isn’t working he enjoys golfing and snow skiing.

[email protected] Yale University, MA, History, 2014 UCLA, BA, History, 2012 6+ Years, Executive Support Lucy resides in Los Angeles. When she isn’t working, she enjoys reading, writing, and traveling.

[email protected] University of Denver, MBA, Finance, 1996 Colorado State Univ., BA, Civil Eng., 1991 UnionBanCal Equities, VP Monroe Capital, SVP GE Capital, SVP 20+ Years, Mezzanine Investing, M&A Mark resides in Ladera Ranch with his wife and three children. He enjoys fly fishing, surfing and mountain biking.

[email protected] Univ. of Southern California, BS, Econ., 2013 SunTrust Robinson Humphrey,
Investment Banking Wells Fargo, Sales & Trading 3+ Years, Leveraged Finance, Corporate & Investment Banking Alex resides in Los Angeles. While he isn’t working he enjoys traveling, trying new restaurants, and watching USC football games.

[email protected] Univ. of Oregon, BS, Bus. Administration, 1987 GE Capital, SVP Team Leader, Corp. Finance B of A, SVP, Corporate Banking US Bank, SVP, Corporate Banking 30 Years, Leveraged Finance, M&A Steve resides in Portland with his wife and two sons. When he isn’t working he enjoys skiing, mountain biking, fly fishing and good food.