Capital Markets Expertise.Entrepreneurial Execution.
2 Companies to $100M+ Revenue with Successful Exits | $300M+ Real Estate Portfolio | Strategic Exit to SIRC
Riccardo brings the perspective of a successful operator who has built, scaled, and exited multiple businesses. His entrepreneurial track record includes founding and leading two companies to over $100M in annual revenue, culminating in successful institutional exits. As a General Partner, he has managed real estate investments exceeding $300M in asset value. Riccardo demonstrated his M&A expertise by orchestrating the sale of Future Home Power to publicly-traded SIRC, where he also managed post-acquisition integration to ensure seamless value creation.
200+ M&A transactions | Relationships with 70% of top 50 PE firms
Claudio brings over 17 years of distinguished experience in mergers and acquisitions, having successfully executed more than 200 M&A transactions across both buy-side and sell-side engagements. Claudio also held senior positions at two of the Big Four's premier M&A advisory practices, EY and Deloitte. His transaction experience encompasses landmark deals including PetSmart, the Morgan Stanley Smith Barney joint venture, Charter-Time Warner Cable, P&G's Duracell divestiture, Einstein Bros Bagel, and Bayer Animal Health.
$1+ Billion in Transaction Value | 2 Successful Public Exits | 4 EB-5 Investment Funds
Michael brings 30+ years of C-level transaction experience, having led dozens of M&A and financing deals with aggregate valuations exceeding $1 billion. His track record includes two successful public company exits: VLDC Technologies, Inc. and International Mercantile Corp., both executed through buy-and-build strategies. Michael's specialized transaction expertise includes structuring and raising four successful real estate investment funds under the USCIS EB-5 Immigrant Investor Program. His international capabilities are particularly strong in Asia and Middle East markets, having lived in China and India while structuring cross-border investments.
Infrastructure Finance Specialist | $1B+ in Project Finance Transactions
Brien has led numerous major infrastructure and project finance transactions, including a $1.2B commuter rail project, $1B mining access road, $700M bridge project, $500M toll road credit enhancement, $400M carbon capture technology company, and $400M satellite telecommunications company. His expertise spans sustainable infrastructure, energy projects, and complex project finance structures across multiple sectors.
$1.9+ Billion in M&A Transactions | Multiple Successful Exits | 100+ Integration Projects
Jeffrey is a senior dealmaker and operating partner with 30+ years executing complex M&A transactions and driving portfolio company value creation. His transaction portfolio includes the landmark $1.5 billion Legg Mason/Citigroup asset swap, where he managed all transition services agreements across three parties and led both the Divestiture and Integration Management Offices. He also played a central role in the $410 million DST Systems carve-out to Broadridge, leading business preparation and delivering 100+ integration projects with substantial synergies ahead of schedule.
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