XMS Capital Partners

D.A. Davidson Investment Banking Appoints Industry Group Heads

Retrieved on: 
Wednesday, October 9, 2019
Finance, Banking, Accounting, Professional services, Investment banks, Finance, Financial services, Banking, Investment banking, Cowen Inc., XMS Capital Partners

Davidson announced today that it has appointed industry group heads for its existing Consumer, Diversified Industrials and Technology investment banking teams.

Key Points: 
  • Davidson announced today that it has appointed industry group heads for its existing Consumer, Diversified Industrials and Technology investment banking teams.
  • Davidson in 2015 and has been appointed to head the firms Diversified Industrials investment banking group; and
    Joe Morgan has led numerous assignments across a number of technology verticals over an 18-year career.
  • Morgan joined the firm in 2017 and will head the firms Technology investment banking group, while maintaining a focus on Software.
  • Davidson & Co., the largest full-service investment firm headquartered in the Northwest, providing wealth management, investment banking, equity and fixed income capital markets services and advice; Davidson Investment Advisors, a professional asset management firm; D.A.

CodeGreen Solutions Receives Investment From Victor Capital Partners to Accelerate Growth in Its Technology-enabled Sustainability Services

Retrieved on: 
Tuesday, October 8, 2019
Architecture, Utilities, Finance, Energy, Commercial Building & Real Estate, Professional services, Construction & Property, Building Systems, Environment, Interior design, Private equity firms, Finance, Alternative investment management companies, Investment management, Private equity secondary market, XMS Capital Partners, Robert W. Baird & Co.

CodeGreen Solutions (CodeGreen), the leading provider of energy management and sustainability services for the commercial real estate industry, today announced that it has received an investment from Victor Capital Partners , a premier middle market private equity firm.

Key Points: 
  • CodeGreen Solutions (CodeGreen), the leading provider of energy management and sustainability services for the commercial real estate industry, today announced that it has received an investment from Victor Capital Partners , a premier middle market private equity firm.
  • The investment from Victor Capital Partners will allow CodeGreen to extend its geographic reach and expand innovation and technology-enabled solutions and services to our clients who are leaders in meeting increasing energy management and sustainability goals.
  • We are thrilled to be partnering with CodeGreen and its terrific leadership team, said Douglas Korn, Managing Partner of Victor Capital.
  • Victor Capital Partners is a middle-market private equity firm that invests in branded businesses with compelling growth potential in consumer and industrial products and services as well as business services.

William Blair Expands Industrials Investment Banking Team

Retrieved on: 
Tuesday, July 9, 2019
Banking, Professional services, Finance, Finance, Economy, Money, Investment banks, Investment banking, Wealth management, XMS Capital Partners

William Blair, a premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced that Julien Darmon and Alvaro Hernandez joined the firms industrials investment banking team in the London office.

Key Points: 
  • William Blair, a premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced that Julien Darmon and Alvaro Hernandez joined the firms industrials investment banking team in the London office.
  • Our European investment banking business continues to grow at a significant pace, and we are committed to attracting the highest levels of talent to ensure our clients ongoing success, said Anu Sharma, head of European Investment Banking.
  • Julien and Alvaro bring a wealth of experience to our leading industrials investment banking team, and are highly respected for their deep industry knowledge, said Matt Zimmer, head of Services & Industrials Investment Banking.
  • William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management.

XAI Octagon Floating Rate & Alternative Income Term Trust Increases its Monthly Distribution to $0.073 per Share

Retrieved on: 
Wednesday, May 1, 2019
Professional services, Finance, Finance, Money, Economy, Alternative investment management companies, XMS Capital Partners, Hedge fund

XA Investments (XAI) is a Chicago-based firm founded by XMS Capital Partners in April, 2016.

Key Points: 
  • XA Investments (XAI) is a Chicago-based firm founded by XMS Capital Partners in April, 2016.
  • XAI believes that the investing public can benefit from new vehicles to access a broad range of alternative investment strategies and managers.
  • It will partner with established asset managers with proven capabilities in alternative credit, private debt and select hedge fund strategies.
  • Income may be subject to state and local taxes, as well as the federal alternative minimum tax.

Stonyrock Partners and Leucadia Asset Management to Raise Permanent Capital Vehicle to Invest in General Partners of Middle Market Alternative Managers

Retrieved on: 
Tuesday, April 23, 2019
Professional services, Banking, Finance, Finance, Money, Economy, Asset management, Management accounting, Valuation, Investment management, Investment banks, Institutional investors, Jefferies Group, XMS Capital Partners

Stonyrock Partners LP (Stonyrock), led by Managing Partner Craig Schortzmann and Partner Sean Gallary, and Leucadia Asset Management (LAM), a division of Jefferies Financial Group Inc. (Jefferies), today announced a strategic partnership to raise a permanent capital vehicle to invest in middle market alternative managers.

Key Points: 
  • Stonyrock Partners LP (Stonyrock), led by Managing Partner Craig Schortzmann and Partner Sean Gallary, and Leucadia Asset Management (LAM), a division of Jefferies Financial Group Inc. (Jefferies), today announced a strategic partnership to raise a permanent capital vehicle to invest in middle market alternative managers.
  • Stonyrock will target minority equity stakes in high-quality, middle-market alternative managers across a range of asset classes, strategies and geographies, creating a highly diversified portfolio of partnerships.
  • Stonyrock Partners (Stonyrock) is a newly-formed specialized private investment firm that seeks to partner with leading asset management firms via strategic partnerships, and assist them in building long-term franchises.
  • Leucadia Asset Management (LAM) is engaged in offering institutional clients an innovative range of investment strategies through its affiliated asset managers.

Richard W. Ginn Joins Rockefeller Capital Management as a Managing Director in Strategic Advisory

Retrieved on: 
Thursday, April 4, 2019
Professional services, Banking, Finance, Investment banks, Financial services, Economy, Service industries, Lazard, XMS Capital Partners

Rockefeller Capital Management today announced that Richard W. Ginn has joined the Firm as a Managing Director in Rockefeller Strategic Advisory focused on providing strategic advice to financial services clients.

Key Points: 
  • Rockefeller Capital Management today announced that Richard W. Ginn has joined the Firm as a Managing Director in Rockefeller Strategic Advisory focused on providing strategic advice to financial services clients.
  • At Rockefeller, he will be responsible for senior client coverage and deal origination with financial institutions, focused on further growing the Strategic Advisory business.
  • Ginn joins Rockefeller Capital Management from Westmere Management, an independent advisory and consulting firm he established in 2016.
  • Rockefeller Capital Management is a leading independent, privately-owned financial services firm offering global family office, asset management and strategic advisory services to ultra-high-net-worth individuals and families, institutions and corporations.

Morse Energy Capital Partners Announces Year End Update on Private Equity Fund and Changes Name to Fulcrum Energy Capital Funds

Retrieved on: 
Monday, February 4, 2019
Finance, Money, Economy, Corporate finance, Equity securities, Private equity, Entrepreneurship, Venture capital, Investment, XMS Capital Partners

The Morse Energy funds target privately-negotiated, structured equity, credit, and asset level investments.

Key Points: 
  • The Morse Energy funds target privately-negotiated, structured equity, credit, and asset level investments.
  • "To that end, we have decided to rebrand the Firm to Fulcrum Energy Capital Funds.
  • Fulcrum Energy Capital Fund II recently launched and is currently raising capital from potential investors as well as evaluating new investment opportunities.
  • Fulcrum Energy Capital Funds is a Denver, Colorado-based private investment firm focused on direct lower middle market oil and gas investment opportunities in North America.

William Blair Names Anurag Sharma as Head of European Investment Banking

Retrieved on: 
Tuesday, January 22, 2019
Professional services, Banking, Finance, Finance, Money, Economy, Investment banks, Investment management, Financial management, Stock market, Wealth management, Investment banking, Evercore, XMS Capital Partners

William Blair, a premier global boutique with expertise in investment banking, investment management, and private wealth management, has named Anurag Sharma to lead the firms investment banking activities in Europe.

Key Points: 
  • William Blair, a premier global boutique with expertise in investment banking, investment management, and private wealth management, has named Anurag Sharma to lead the firms investment banking activities in Europe.
  • Over the past 30 years, William Blair has successfully completed hundreds of M&A advisory transactions for European clients, delivering them world-class service and exceptional outcomes.
  • William Blair currently has more than 80 investment banking team members in Europe, anchored by offices in London and Frankfurt, and serves clients across the region.
  • William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management.

Glenridge Health Announces New Board Member, Jeff Chaffkin

Retrieved on: 
Tuesday, December 4, 2018
XMS Capital Partners, Glenridge, XMS

COLUMBIA, Md., Dec. 4, 2018 /PRNewswire/ -- Glenridge Healthannounced today that Jeff Chaffkin of XMS Capital Partners has been appointed to the Board of Directors.

Key Points: 
  • COLUMBIA, Md., Dec. 4, 2018 /PRNewswire/ -- Glenridge Healthannounced today that Jeff Chaffkin of XMS Capital Partners has been appointed to the Board of Directors.
  • Jeff Chaffkin currently serves as Senior Healthcare Advisor to XMS Capital Partners and has over 30 years of experience in health care investing and finance.
  • "We are pleased to welcome Mr. Chaffkin to the Board of Directors," said Karen Ferrell, Executive Chairman and CEO of Glenridge Health.
  • Glenridge prepares clients for risk-readiness by creating and executing value-based contracting programs that enable clients to remain competitive in the marketplace.

VirZOOM, Inc Announces the Engagement of Investment Banking Firm Shiboomi Capital as Financial & Strategic Advisor

Retrieved on: 
Wednesday, October 24, 2018
Finance, Money, Economy, Investment banks, Investment banking, Boutique investment bank, Broker-dealer, Securities Investor Protection Corporation, XMS Capital Partners, Houlihan Lokey

Shiboomi's investment banking arm, Shiboomi Capital, is a boutique investment bank that provides sell-side investment banking services to private growth companies at critical stages of development as well as buy-side investment banking services to both US & international buy-side clients.

Key Points: 
  • Shiboomi's investment banking arm, Shiboomi Capital, is a boutique investment bank that provides sell-side investment banking services to private growth companies at critical stages of development as well as buy-side investment banking services to both US & international buy-side clients.
  • Shiboomi Capital focuses on corporate finance, capital-raising, M&A, joint ventures, and strategic financial advisory services.
  • Shiboomi Capital's Investment Banking Services & Securities are offered through Independent Investment Bankers Corp., a broker-dealer, Member of FINRA/SIPC.
  • Certain individual investment bankers associated with Shiboomi Capital are registered representatives of Independent Investment Bankers Corp. Shiboomi Capital is not affiliated with Independent Bankers Corp.