The Nexus
of Capital and
Opportunity™

Companies

Affiliate partners

Investors

Stonehaven is a broker dealer platform that supports
independent investment bankers & placement agents
raise capital, conduct M&A and execute secondaries
with our proprietary operating system and
collaboration network.

Connect with Us

221+ INVESTMENT OPPORTUNITIES

venture
capital

venture capital

29 Managers
66 Direct Deals

private
equity

private equity

14 Managers
21 Direct Deals

private
credit

private credit

18 Managers
7 Direct Deals

real
estate

real estate

30 Managers
27 Direct Deals

infra-
structure

infrastructure

1 Manager
3 Direct Deals

long-
only

long-only

5 Managers

public
companies

public companies

Coming soon

venture capital

29 Managers
66 Direct Deals

private equity

14 Managers
21 Direct Deals

private credit

18 Managers
7 Direct Deals

real estate

30 Managers
27 Direct Deals

infrastructure

1 Manager
3 Direct Deals

long-only

5 Managers

public companies

Coming soon

capital raising + m&a + secondaries

221+ Active Investor Opportunities

companies

OPERATING COMPANIES

ASSET MANAGERS

AFFILIATE PARTNERS

Investment bankers

placement agents

160+ supported on platform

INVESTORS

Institutions

Family offices

HNWIs

$11B+ TRANSACTION VOLUME

221+ Active Investor Opportunities

160+ supported on platform

$11B+ TRANSACTION VOLUME

Operating system

Infrastructure + Tech + Data

Collaboration network

Origination + Distribution

VALUE PROPOSITION

We have the infrastructure, technology and
community for you to achieve your goals

Broker-Dealer Services

Best-in-class infrastructure with a highly experienced team and deep RegTech integration in NEXUS
FINRA member firm and SEC registered broker-dealer for >20 years with a strong legal and compliance foundation to support a wide range of activities in domestic and international markets
Client onboarding support through the contracting and due diligence process with clean workflows and expert guidance
Transaction close-out process managed through NEXUS, integrating legal, compliance, and accounting frameworks
Direct coordination with clients to reconcile transactions, calculate fees, collect payments, calculate payouts and report on all accounting

Collaboration

Collaborative ecosystem of APs who leverage origination and distribution synergies across the platform to expand their businesses
Ever-growing community of APs who bolster the platform’s origination and distribution capabilities across various asset classes, investor demographics, and geographies
Platform-wide and sub-community calls & events
APs and live mandate profiles in NEXUS to help identify synergies with intelligent analytics and filtering
Cross-marketing facilitation in NEXUS to form AP-to-AP agreements and approve investor lists for each client
Pipeline management tools to provide mandate originators real-time transparency into a collaborator’s pipeline, sales activity, and transactions
Best practice guides to optimize outcomes

Sales Management

NEXUS tools to track pipelines, client approvals, sales activity, and transactions
Reporting tools built into the system to update salespeople and clients real-time with customizable filters and reports
Coming Soon: Collaboration tools with clients and investors on our upcoming Client and Investor Portals

Investment Offering Marketplace

Content management tools for live mandates in NEXUS to attract potential distribution partners
Database of potential investment offerings across the platform to identify distribution opportunities
Coming Soon: Investor Portal with interactive tools to interface with pre-existing relationships and generate new leads

Data

Proprietary community-sourced data model with read/write access for APs to work on an incredibly robust and constantly improving database
Private sales engagement data with intelligent exceptions for opt-in collaboration
Onboarding facilitation to quickly integrate into the system
Publicly available information continually scrubbed by the data team

Supporting Foundation

High-quality onboarding, support and training
Training guides and videos
Best-in-class technology and data security framework on NEXUS

Identify Talent

Platform for sourcing the best investment bankers or placement agents to help you raise capital, sell your business or conduct other strategic initiatives
Benefit from APs collaborating across the platform to expand your distribution efforts and reach a more diverse universe of investors

Infrastructure

Best-in-class legal, compliance, accounting, and due diligence infrastructure to support your activity
Seasoned team of professionals managing our infrastructure who regularly analyze complex commercial and regulatory frameworks to maintain a stable and nimble platform
Operational excellence and optimal use of process and technology built into NEXUS to manage workflows consistently and efficiently

Sales Management

APs who work smarter and faster for clients using NEXUS
Real-time transparency into pipelines, sales activity, and transactions
Workflows for streamlining project management
Email marketing services for APs to run your sales campaigns

Data

Proprietary community-sourced data model with read/write access for APs to work on an incredibly robust and constantly improving database
Robust investor data for APs to identify your best prospects and obtain actionable insights to close deals

Sourcing & Diligence

Coming Soon: Investor Portal to source and diligence high-quality investment opportunities

Infrastructure

Professional counterparties with best-in-class legal, compliance, accounting, and due diligence infrastructure

Collaboration

Tools to help our APs and clients engage with you to support your investment process

LEARN MORE

We have a diverse community of
Affiliate Partners

Our Affiliate Partners are trusted investment banking and placement agent teams
who originate and distribute deals both individually and collaboratively.

Clayton Funk of Signal Strength Advisors, LLC, Joins Stonehaven’s Affiliate Platform

Oct 31, 2025

Maxwell Gover of XST Capital Group Joins Stonehaven’s Affiliate Platform

Oct 30, 2025

Leilani Piromalli of K Capital Partners Joins Stonehaven’s Affiliate Platform

Oct 29, 2025

Rodger Adams of Crown Point Partners Joins Stonehaven’s Affiliate Platform

Oct 28, 2025

Billy Weston & Nate Clemensen of Venn Capital Partners, LLC Joins Stonehaven’s Affiliate Platform

Oct 10, 2025

Jay Mehta of Karm Global Investors Joins Stonehaven’s Affiliate Platform

Sep 25, 2025

Bellanca LaFrance Joins as a Controller of Stonehaven LLC

Sep 12, 2025

Torstein Braaten of Eskay Capital Corp. Joins Stonehaven’s Affiliate Platform.

Sep 11, 2025

David Peng of Nivora Capital Partners, LLC Joins Stonehaven’s Affiliate Platform

Sep 05, 2025

Maya Rodriguez of AZR Capital Ltd Joins Stonehaven’s Affiliate Platform

LATEST NEWS

Nov 10, 2025

Clayton Funk of Signal Strength Advisors, LLC, Joins Stonehaven’s Affiliate Platform
read more
Oct 31, 2025

Maxwell Gover of XST Capital Group Joins Stonehaven’s Affiliate Platform
read more
Oct 30, 2025

Leilani Piromalli of K Capital Partners Joins Stonehaven’s Affiliate Platform
read more

SEE ALL NEWS

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","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lee possesses extensive expertise in intricate trust and estate planning, exit strategies, wealth transfer, and tax mitigation strategies.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before establishing Mainstream Capital Management and 11th Floor Holdings, Jin occupied influential roles within buy-side firms, executing diverse responsibilities. 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Rodriguez is the Managing Partner and Principal of AZR Capital Ltd.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"AZR Capital Ltd., a London-based\u00a0firm operating with a dual-role structure: as a single-family office investing its own capital and as a capital-raising boutique partnering with established private market managers.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"With over 20 years of experience in asset management and investor relations, Ms. Rodriguez has built deep allocator relationships across Europe and the Middle East. Since 2006, she has connected fund managers with institutional investors, family offices, and consultants.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Under her leadership, AZR Capital has developed a reputation for access, alignment, and innovation. The firm invests exclusively through funds and always commits its own capital alongside the managers it represents, ensuring true alignment of interests. 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Earlier in her career, she worked at Barclays Global Investors (BGI), covering institutional clients and wealth managers across Europe and the Middle East.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Rodriguez holds an MSc in Banking and International Finance from Cass Business School (United Kingdom) and a BA in Economics from the American University of Beirut (Lebanon). She has passed the CFA Level I exam and is an affiliate member of the CFA Institute.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Beyond her professional activities, she serves as Treasurer of the Board of Trustees at Women\u2019s Trust, a London-based charity supporting women who have experienced domestic abuse. 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Prior to founding Adara Capital, Ms. Carranza was a Managing Director of Ridgeway Capital Group, LLC. While at Ridgeway Capital, Ms. Carranza raised in excess of $275 million for alternative investment managers in the private equity and hedge fund arena both in developed and emerging markets.","spans":[]},{"type":"paragraph","text":"Prior to joining Ridgeway Capital in New York, Ms. Carranza served as an Executive Search Consultant conducting senior level assignments for a\u00a0variety of private and public real estate owners, developers, private equity funds, family offices and investment managers. Prior to recruiting she served as an Account Executive with Bloomberg LP. Ms. Carranza spent the first eleven years of her finance career as an Institutional Taxable Fixed Income Salesperson for Merrill Lynch, J.P. Morgan and Cowan & Company.","spans":[]},{"type":"paragraph","text":"Ms. Carranza earned an M.B.A. from Columbia University and a B.E. in Civil Engineering, graduating magna cum laude, from Villanova University.","spans":[]},{"type":"paragraph","text":"Ms. Carranza currently holds Series 7, 63 and 79 registrations with\u00a0FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"ZeYK0hEAAMMdDNWy","uid":"admiral-real-estate-advisors","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZeYK0hEAAMMdDNWy%22%29+%5D%5D","tags":[],"first_publication_date":"2024-03-04T18:01:33+0000","last_publication_date":"2025-02-27T09:14:06+0000","slugs":["admiral-real-estate-advisors"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"4cb64d8b-d978-42e0-8028-7393bb8cc7e5","kind":"image","id":"Z8Asz57c43Q3gSxN","url":"https:\/\/images.prismic.io\/stonehaven\/Z8Asz57c43Q3gSxN_transparent_2_cropped_v2.png?auto=format,compress?auto=compress,format","name":"transparent_2_cropped_v2.png","size":"16032","width":"782","height":"225"},"name":[{"type":"paragraph","text":"Admiral Real Estate Advisors","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Atlanta, GA","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Real Estate, Private Credit, Direct Deals, and Secondaries","spans":[],"direction":"ltr"}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Tom Lesnick, CFA","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/tlesnick\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"d29f7f74-07c0-4d0a-84be-7812fc9a518a","kind":"image","id":"Z69r5ZbqstJ9-pR9","url":"https:\/\/images.prismic.io\/stonehaven\/Z69r5ZbqstJ9-pR9_Photo-111-copy.jpg?auto=format,compress?auto=compress,format","name":"Photo-111-copy.jpg","size":"1302609","width":"2883","height":"2883"},"description1":[{"type":"paragraph","text":"Mr. Tom Lesnick is the Managing Partner at Admiral Real Estate Advisors LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Admiral Real Estate Advisors LLC (\u201cAdmiral\u201d or the \u201cCompany\u201d) specializes in equipping real estate owners, operators, and developers with expert strategic guidance, preparation for institutional engagement, and access to institutional equity capital. Admiral\u2019s services range from financial modeling and analysis to strategic advisory and equity capital formation. The Company\u2019s approach seeks to harness the power of its broad network of institutional investor relationships, ensuring it matches its clients with the ideal capital partners and solutions tailored to their unique needs. Admiral\u2019s expertise spans a diverse range of property types, both traditional and niche, ensuring comprehensive support for every real estate venture.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"As a seasoned corporate finance, real estate, and capital markets professional with nearly 15 years of investment banking and equity research experience, Mr.\u00a0Lesnick\u00a0is an expert in navigating complex transactions and guiding executives through pivotal strategic and investment decisions. His efforts have contributed to over $25 billion raised in institutional capital for a diverse real estate clientele, ranging from large public REITs to private, closely-held sponsors across all property types.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before establishing Admiral Real Estate Advisors, Mr. Lesnick served as a Vice President in Truist\u2019s Real Estate Corporate and Investment Banking group, focusing on REIT investment banking and private capital advisory. His prior roles include positions in investment banking and equity research at Baird, D.A. Davidson, and Capital One, where as a Director and Senior Equity Research Analyst he led coverage of Apartment, Industrial, Office, and Student Housing REITs.\u00a0 ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick is a CFA charter holder and member of the CFA Institute.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick earned a BBA from Emory University\u2019s Goizueta Business School, graduating with Honors in Finance.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick currently lives in Atlanta, GA with his wife and two sons.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick holds Series 7, 63, 79, 86 and 87 registrations with FINRA.","spans":[{"start":65,"end":70,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"ZPW49xEAAC0AY7vP","uid":"amanda-rice-consulting","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZPW49xEAAC0AY7vP%22%29+%5D%5D","tags":[],"first_publication_date":"2023-09-05T15:12:55+0000","last_publication_date":"2025-08-05T15:12:49+0000","slugs":["amanda-rice-consulting"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"62e96f9a-f9aa-44fb-a394-267379e5d631","kind":"image","id":"ZPdFXhEAAC4AalfZ","url":"https:\/\/images.prismic.io\/stonehaven\/6741896b-a01d-45a1-a98c-8887f6a548b8_Amanda+Rice+Consulting+Logo+%281%29.png?auto=compress,format","name":"Amanda Rice Consulting Logo (1).png","size":"10159","width":"1280","height":"720"},"name":[{"type":"paragraph","text":"Amanda Rice Consulting","spans":[]}],"location":[{"type":"paragraph","text":"Austin, TX","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Equity and Venture Capital Fund.","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Amanda Rice","spans":[]}],"tag":[{"type":"paragraph","text":"CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/amanda-rice-52775017\/","spans":[]}],"photo":{"link_type":"Media","key":"f8d8bb34-09f3-4bd6-9082-0ca4288703a4","kind":"image","id":"ZPW4tREAACkAY7qy","url":"https:\/\/images.prismic.io\/stonehaven\/bba76e15-86a5-48f5-b63a-1b03634de0d9_Amanda+Rice+Headshot.jpg?auto=compress,format","name":"Amanda Rice Headshot.jpg","size":"28356","width":"512","height":"512"},"description1":[{"type":"paragraph","text":"Amanda Rice is the Chief Executive Officer of Amanda Rice Consulting, LLC. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Amanda Rice Consulting focuses efforts on capital-raising activities for a wide array of alternative investment managers. As the CEO of Amanda Rice Consulting, Ms. Rice utilizes her expertise in business development, finance, and analytics to offer strategic guidance and solutions to alternative asset managers. Throughout her extensive 20-year career in the finance industry, she has cultivated strong connections with investors, clients, and partners across various verticals and regions. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Rice also held the role of Director of Investor Relations and Business Development at both Maltese Capital Management and Amici Capital. In these positions, she successfully secured capital, expanded the client base, and bolstered the firms\u2019 respective reputations and brands. Additionally, she has acquired valuable experience in the pharmaceutical and banking sectors, honing her skills in communication, negotiation, and problem-solving. She is deeply committed to delivering exceptional value and service to her clients and partners, continuously seeking opportunities for growth and development within her area of expertise. Emphasizing the importance of collaboration, she believes in empowering diverse and talented teams to achieve their aspirations and unlock their full potential.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"In 2017, utilizing her network and extensive personal & professional experience, Amanda founded The Chick Mission\u00a0\u2014 a non-profit organization dedicated to changing the lives of women newly diagnosed with cancer in real time. The organization is focused on educating patients about the effects of cancer treatment on fertility, providing need-based grants to hundreds of women to cover the cost of egg freezing and they are very active in advocacy efforts to change the landscape for young adults with cancer. 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Based in Santiago, Chile, he pioneered the region for a publicly traded NY Fintech company, scaling their business from ground zero to ~10% of global revenue and positioning them as a market leader in LATAM.\u00a0During this chapter of his career, Mr. Edmunds worked closely with the global alternative asset and advisor community to provide fundraising, reporting, and corporate development solutions using cutting-edge technology. Throughout this journey, he has amassed an expansive network across North and South America and a deep understanding of the dealmaking ecosystem.\u00a0After spending more than a decade facilitating the region\u2019s most emblematic strategic transactions through innovative technology, he continued to gain experience in different contexts. He spearheaded capital raising for a promising startup and worked as an in-house resource for an emerging and diverse fund manager specializing in real estate and supply chain investments. This unique International journey and versatile exposure to the M&A and capital markets landscape inspired the creation of AmeriBridge Capital.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Edmunds holds an undergraduate degree from James Madison University, where he acquired a dual degree (BBA) in Finance and Spanish. During that time, he also studied in Spain at the Universidad de Salamanca and Universidad de Complutense de Madrid. He holds his postgraduate degree, an MBA, from the Universidad Adolfo Iba\u00f1ez in Santiago, Chile.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Edmunds holds SIE, Series 63, and 82 registrations with FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"YjBajBIAACIAu4Ku","uid":"arboreal-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YjBajBIAACIAu4Ku%22%29+%5D%5D","tags":[],"first_publication_date":"2022-03-15T10:47:41+0000","last_publication_date":"2025-08-05T15:00:24+0000","slugs":["arboreal-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"5b1b1560-7690-4dd0-8f42-9308db9d2e09","kind":"image","id":"YvFZlRIAAC0AAMj5","url":"https:\/\/images.prismic.io\/stonehaven\/5f6bea68-47f9-49bd-914e-07c3d5abeb1c_Arboreal.png?auto=compress,format","name":"Arboreal.png","size":"228323","width":"1440","height":"234"},"name":[{"type":"paragraph","text":"Arboreal Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Sandy, UT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.arborealcap.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Sean Lenz, CFA","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Co-Founder and Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/slenz\/","spans":[]}],"photo":{"link_type":"Media","key":"cd9e1065-3501-4395-bf93-b40e3dfb7e5b","kind":"image","id":"YjBYihIAACAAu3pd","url":"https:\/\/images.prismic.io\/stonehaven\/6109dc3a-2a1b-4b82-8566-ffee452b68e8_linkedin+Photo.jpg?auto=compress,format","name":"linkedin Photo.jpg","size":"27973","width":"160","height":"175"},"description1":[{"type":"paragraph","text":"Mr. Sean Lenz is a Co-Founder and Managing Director of Arboreal Capital LLC.\u00a0Mr. Lenz specializes in raising institutional capital for real estate sponsors, real estate projects, and other real asset investment opportunities.\u00a0He also specializes in raising capital for social and environmental impact opportunities.","spans":[]},{"type":"paragraph","text":"In Mr. Lenz\u2019s previous roles as a senior member of the real estate investment banking groups at Sutter Securities, Salem Partners, Cantor Fitzgerald, and BMO Capital Markets, Mr. Lenz has advised senior management teams on over $10 billion in merger, reverse merger, and divestiture transactions and more than $10 billion in debt and equity financings for public and private REITs, private real estate operators and developers and funds. 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","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"At Lehman Brothers, Mr. Allen was a Senior Vice President. He covered clients in the business services, telecommunications\/information services, financial technology, and the internet\/technology sectors. His clients included Accenture, Affiliated Computer Services (now Xerox), CheckFree (now Fiserv), Electronic Data Systems (now Hewlett Packard), IBM, Insurance Services Office (now Verisk), and Perot Systems. Mr. Allen has been involved in equity and debt capital-raising transactions and M&A assignments on behalf of his clients.\u00a0 ","spans":[]},{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr. Allen also served as a Chief Administrative Officer in Lehman Brothers\u2019 Mortgage Capital division. He supported technology planning and management across the five mortgage origination subsidiaries, which comprised the division. 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","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"A lifelong New Yorker, Mr. Stecher is active in grassroots Democratic politics nationally and not for profit theatre in New York, likes Lagree method megaformer, and tries to complete at least one 100-mile bike ride per year.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Stecher holds the Series 7, 24 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"Zh5_ahIAAE6IS-5W","uid":"capital-formation-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Zh5_ahIAAE6IS-5W%22%29+%5D%5D","tags":[],"first_publication_date":"2024-04-23T07:47:56+0000","last_publication_date":"2024-04-23T07:47:56+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"e43ae43a-1dab-4aff-82f7-7fc063a97fd0","kind":"image","id":"ZiYiJvPdc1huKqvc","url":"https:\/\/images.prismic.io\/stonehaven\/ZiYiJvPdc1huKqvc_CapitalFormationPartnersLOGOFinal.jpg?auto=format,compress?auto=compress,format","name":"Capital Formation Partners LOGO Final.jpg","size":"8194","width":"399","height":"378"},"name":[{"type":"paragraph","text":"Capital Formation Partners","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"New York, NY","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[],"direction":"ltr"}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Adam Kneller","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/adamkneller\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"919cf1ef-993c-4934-8b12-5094a267977c","kind":"image","id":"ZiYom_Pdc1huKqx8","url":"https:\/\/images.prismic.io\/stonehaven\/ZiYom_Pdc1huKqx8_AdamKnellerHeadshot1-Foralltheannouncement-.PNG?auto=format,compress?auto=compress,format","name":"Adam Kneller Headshot 1 (For all the announcement).PNG","size":"813602","width":"1179","height":"1589"},"description1":[{"type":"paragraph","text":"Mr. Adam Kneller is the Founder & Managing Partner of Capital Formation Partners LLC (\u201cCFP\u201d).","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Capital Formation Partners LLC (\u201cCFP\u201d) is a newly established, independent institutional business development partner. 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","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Though its investor coverage spans investor segment (and geography) and investment strategy and asset class, CFP has niche expertise in: (1) raising money from and managing assets for insurance companies and (2) raising money for all manner of alternative credit strategies and GPs. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"For the last 18 years, Mr. Kneller has raised capital for the alternative investment industry\u2019s leading asset managers, including a combined 14 years at BlackRock (Vice President, Financial Institutions Group (~insurance)), Golub Capital (Director & Head of EU & LATAM (all investor segments) and Head of Insurance (global ex-Asia)), and Arcmont Asset Management (Managing Director & Head of US), to whom Mr. Kneller introduced its future and current brother and parent companies Churchill Asset Management and Nuveen, respectively. Mr. Kneller also served as Managing Director & Global Head of Credit Fundraising & Investor Relations for private energy, infra, and real assets leader Riverstone.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kneller\u2019s experience has been marked by both collaborative and individual leadership in major fundraising efforts; collectively, his teams have raised tens of billions of capital in institutional assets for every major asset class, of which he directly led initiatives securing over $30 billion in assets.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kneller has served in leadership and Board roles of major philanthropic organizations, including in the Wall Street & Financial Services Division of UJA as a member of the Young Wall Street Executive Council, the UJA Steering Committee, and as Vice Chair and then Chair of UJA\u2019s Observership Program. 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Henry & Company, Inc. (\u201cJWH\u201d). Mr. Nemirow was also Chairman of JWH\u2019s Operating Committee. He joined JWH as Senior Vice President and Director of Sales and Marketing in March 1990. Before 1990 Mr. Nemirow was Senior Vice President and Director of Sales and Marketing for Capital Markets Products at Shearson Lehman Hutton, responsible for annual revenue of over $2 billion.\u00a0 Mr. Nemirow began his career on Wall Street as an Options Trader in 1971.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Nemirow received his BA degree from Rutgers University. He served several terms as a Director of the Managed Funds Association and was on the Advisory Council of Resources for the Future, a non-profit environmental public policy organization in Washington, D.C. He has authored a home study course on listed options for the New York Institute of Finance and edited several books on investing.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Nemirow currently holds Series 7, 24, and 63 registrations with FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"venture-capital"},{"category":"infrastructure"}]}},{"id":"Y6MuTBIAACsAlKgG","uid":"carltonhouse-capital-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y6MuTBIAACsAlKgG%22%29+%5D%5D","tags":[],"first_publication_date":"2022-12-21T16:13:36+0000","last_publication_date":"2023-06-22T08:07:29+0000","slugs":["carltonhouse-capital-partners-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"74a78cae-8c4c-434c-9477-affadce6a493","kind":"image","id":"Y6MwVRIAACwAlKsy","url":"https:\/\/images.prismic.io\/stonehaven\/eb4eeaee-d689-4f49-964e-0874031c4e1c_Carltonhouse+Capital+Partners+LLC+logo.png?auto=compress,format","name":"Carltonhouse Capital Partners LLC logo.png","size":"11264","width":"1280","height":"720"},"name":[{"type":"paragraph","text":"Carltonhouse Capital Partners, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Indianapolis, IN","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure funds, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.carltonhouse.co","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Charles Miller","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/miller-charles\/","spans":[]}],"photo":{"link_type":"Media","key":"5d99c6b6-6883-4543-953c-83b7f1fb9f88","kind":"image","id":"Y6MweBIAAC4AlKtr","url":"https:\/\/images.prismic.io\/stonehaven\/c71168c0-16b5-4e1a-ab73-ec249cd3bcf7_Charles+Miller+Headshot-BB+Edit+12.20.22.jpg?auto=compress,format","name":"Charles Miller Headshot-BB Edit 12.20.22.jpg","size":"3005736","width":"731","height":"833"},"description1":[{"type":"paragraph","text":"Charles Miller is the Managing Partner and Founder of Carlton House Capital Partners LLC.\nHis primary focus is assisting privately held companies and institutional investment managers\nin deal origination, sourcing, and negotiating all contracts and deal execution.\n\nMr. Miller has extensive experience in the capital markets, investment management industry,\nand international financial planning. He also boasts a comprehensive knowledge of securities,\ninvestment management, investment banking, pension fund consulting, and alternative funds,\nincluding Private Equity, Venture Capital, and Hedge Funds, as well as an in-depth\nunderstanding of market dynamics and practices. Mr. Miller has consulted numerous public\ncompanies and municipalities on private equity, venture capital investments, asset allocation,\nmanager selection, monitoring, and capital raising in the public and private markets. He has\nserved on several boards of Directors as head of the Compensation Committee and the Risk\nManagement Committee. Mr. Miller also participated in the disposition of one of the\ncompanies.\n\nMr. Miller\u2019s successful career spans over 35 years with leading Wall Street firms (Merrill\nLynch Capital Markets, Credit Suisse First Boston, William Blair and Company, Getty Oil,\nand Loomis Sayles). He was a Partner at TSA Capital Management, a leading Tactical Asset\nAllocation Investment Management firm, and developed their European hedge fund business.\nHis experience encompasses all facets of capital growth, portfolio construction &\ndevelopment, risk management, international financial planning, and trading.\n\nWith proven ability in developing and marketing to a loyal client base of institutional\ninvestors. Mr. Miller has strong business and financial insights, with demonstrated\nproficiency in market analysis, business creation, operational fortitude, and developing and\nimplementing prudent investment strategies. During his career, Mr. Miller has aided in\nfinancial transactions in excess of $40 Billion in various investment assets.\n\nMr. Miller has his Bachelor of Arts from Loyola Marymount University and has received his\nMBA from Marshall School of Business at the University of Southern California.\n\nMr. Miller holds Series 3, 7, 63, and 65 registrations with FINRA.","spans":[]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"YbJHcBEAACAABTRq","uid":"cedar-ridge-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJHcBEAACAABTRq%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:14:13+0000","last_publication_date":"2022-08-25T10:08:28+0000","slugs":["cedar-ridge-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"9593d0e5-d4c3-4dc6-9b2e-ad906ad59609","kind":"image","id":"YvOTNxEAACsAh5l-","url":"https:\/\/images.prismic.io\/stonehaven\/cab36f29-dae2-4591-8c85-eade0f25580b_Cedar+Ridge+Capital+LLC.png?auto=compress,format","name":"Cedar Ridge Capital LLC.png","size":"37812","width":"200","height":"207"},"name":[{"type":"paragraph","text":"Cedar Ridge Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Real Estate, Venture, Hedge Funds, Direct Deals, Film Finance, Secondaries","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Joe Azzaro, CFA","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/joe-azzaro-cfa\/","spans":[]}],"photo":{"link_type":"Media","key":"8aeedcd5-b9a0-4fbb-abcb-f9f181337608","kind":"image","id":"YbopDhEAAB4AGhE_","url":"https:\/\/images.prismic.io\/stonehaven\/18003541-ec45-4352-8508-b23d849722b1_Joe.jpeg?auto=compress,format","name":"Joe.jpeg","size":"36679","width":"495","height":"495"},"description1":[{"type":"paragraph","text":"Joe Azzaro is the Managing Director of Cedar Ridge Capital, LLC. Mr. Azzaro focuses his efforts on capital raising activities for alternative investment managers and has a personal interest in impact oriented strategies.","spans":[]},{"type":"paragraph","text":"Prior to establishing Cedar Ridge Capital, LLC, Mr. Azzaro served as a Managing Director for 360 One Firm Capital, LLC. Prior to that he was the Managing Director and Head of Business Development at PhaseCapital, a quantitative macro fund. Mr. Azzaro manages institutional relationships and has significant experience in credit and security analysis. Prior to joining PhaseCapital, Mr. Azzaro was a Director of alternative investment sales at Stonehaven, a leading placement agent. Prior to Stonehaven, Mr. Azzaro was an Assistant Vice President in the Credit Risk Management department of Deutsche Bank where he was the primary credit officer on a $700 million leveraged loan portfolio, evaluating the underlying credit risk of new\u00a0\u00a0transactions and monitoring credits for corporate events and overall credit risk. Previously, Mr. Azzaro was an Associate in the Leveraged Loan Portfolio group at Deutsche Bank and served as a junior portfolio manager. In this role, he was responsible for coordinating origination efforts, amendments, and refinancing among leveraged finance, capital markets, credit risk management, and the asset-based lending group.","spans":[]},{"type":"paragraph","text":"Mr. Azzaro earned a B.S. in Finance from the University of Scranton. Mr. Azzaro is a CFA charter holder and member of the CFA Institute, and the New York Society of Security Analysts (NYSSA). ","spans":[]},{"type":"paragraph","text":"Mr. Azzaro holds Series 7, 63, 31, and 3 registrations with\u00a0FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[],"tag":[],"linkedin":[],"photo":{"link_type":"Media"},"description1":[]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YbJJQxEAACEABTsv","uid":"changing-alpha-strategies-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJJQxEAACEABTsv%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:22:02+0000","last_publication_date":"2023-06-22T10:27:24+0000","slugs":["changing-alpha-strategies-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"76421104-1c5a-4699-a807-82dbef89867a","kind":"image","id":"YbJIRBEAACIABTg6","url":"https:\/\/images.prismic.io\/stonehaven\/51905497-f236-46e0-aaaa-a4b33f589ef2_changing+alpha+strategies-01.png?auto=compress,format","name":"changing alpha strategies-01.png","size":"13651","width":"675","height":"232"},"name":[{"type":"paragraph","text":"Changing Alpha Strategies, LLC","spans":[]}],"location":[{"type":"paragraph","text":"South Orange, NJ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Dan Hubscher","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/danhubscher\/","spans":[]}],"photo":{"link_type":"Media","key":"c847f116-d797-4794-a6ba-aabab377574e","kind":"image","id":"YbojzxEAACEAGfzF","url":"https:\/\/images.prismic.io\/stonehaven\/4157a1ef-b7a0-4ddb-87eb-4b4e1cc6cf1c_Dan.jpeg?auto=compress,format","name":"Dan.jpeg","size":"27756","width":"429","height":"429"},"description1":[{"type":"paragraph","text":"Dan Hubscher is the Founder and Managing Partner of Changing Alpha Strategies, LLC, sourcing and selling compelling private opportunities to qualified investors. 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","spans":[]},{"type":"paragraph","text":"Mr. Hubscher\u2019s prior consulting work with Changing Market Strategies LLC includes business development for Battle of the Quants worldwide, sales for QuantZ Machine Intelligence Technologies, advisor, and Chief Marketing Officer at DataAxxis, and hedge fund research and trading technology media relations roles.\u00a0 ","spans":[]},{"type":"paragraph","text":"Previously, Mr. Hubscher was the Director of Marketing and Strategy at Object Trading. \u00a0Mr. Hubscher was the Industry Marketing Manager for Capital Markets at Progress Software, and held various sales, marketing, and product roles at BT Radianz. Mr. Hubscher is a dual-degree graduate of the University of Pennsylvania. Mr. Hubscher has a B.S. in Economics from the Wharton School of Business, and a B.S.E. in Mechanical Engineering and Applied Mechanics from the School of Engineering and Applied Sciences. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher currently holds Series 7, 31, and 63 licenses registrations with FINRA.","spans":[{"start":78,"end":83,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"}]}},{"id":"YfLGchAAACAAqw7l","uid":"confero-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YfLGchAAACAAqw7l%22%29+%5D%5D","tags":[],"first_publication_date":"2022-01-27T16:21:45+0000","last_publication_date":"2025-01-13T11:48:29+0000","slugs":["confero-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"51aa0ed1-df5f-47b0-b03c-a7c11f66dcd9","kind":"image","id":"YfLFphAAACEAqwsn","url":"https:\/\/images.prismic.io\/stonehaven\/f99d5f84-af21-4a46-98e4-3ebcd429d963_Confero+Capital+logo.png?auto=compress,format","name":"Confero Capital logo.png","size":"35499","width":"454","height":"164"},"name":[{"type":"paragraph","text":"Confero Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Boston, MA ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/conferocapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Jay Allen","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jayallen4\/","spans":[]}],"photo":{"link_type":"Media","key":"108bd928-dadc-4dd9-8c48-aaf5710fdda6","kind":"image","id":"YuqXfBEAAC8AhZRw","url":"https:\/\/images.prismic.io\/stonehaven\/175eeec6-085b-4fb5-9fab-297c00abf7d3_Confero+-+Jay.png?auto=compress,format","name":"Confero - Jay.png","size":"238156","width":"500","height":"500"},"description1":[{"type":"paragraph","text":"Mr. Jay Allen is the Founder and Managing Partner of Confero Capital LLC. 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He has\u00a0extensive experience in fund due diligence, manager and founder coaching, and closing complex sales cycles, from initial intros to roadshows to successful closings.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Throughout his career, Mr. Mitchell has fostered robust connections with a diverse array of institutional investors, with a strong focus on family offices. Within this sphere, he has orchestrated impactful networking events, shared insights at prestigious family office conferences, and established and managed a discreet social network tailored specifically to the unique needs of Single-family Offices (SFOs).","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Dedicated to staying at the forefront of industry trends, Mr. Mitchell actively participates in family office conferences and investment forums, ensuring he remains well-informed about the latest developments and investment opportunities. 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He is a financial engineer, negotiator, tactician, and strategic thinker who has helped dozens of business owners reach their ultimate objectives and successfully optimize the sale of their business. He has experience representing companies in manufacturing, distribution, software, technology, consumer, retail, energy, healthcare, and service businesses.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Stanley was with CMS Companies in Philadelphia from 1987 to 1990, working with successful entrepreneurs to build, diversify, and transfer wealth through asset allocation analysis, private equity placement, and estate planning strategies.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Stanley moved back to Portland in 1991 and acquired Fine Arts Graphics, a corporate stationery manufacturing company, where he served as President and CEO. In 1999, he hired Veber Partners, a Portland, Oregon-based boutique investment bank, to represent him in selling the company to ImageX.com. He stayed with the company through its IPO in 2000 and then joined Veber Partners in 2001 as a Partner doing lower middle market M&A and corporate finance. In 2022, Mr. Stanley and Rodger Adams formed Crown Point Partners to focus on sell-side M&A advisory.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Stanley has served on the Boards of Motive Power Industries (NYSE MPI), ProteoGenix, and Mass Ingenuity.\u00a0In addition, he has committed time to community interests and has served on the Board of Directors of the Oregon Museum of Science and Industry, the Oregon Independent College Foundation, the Citizens Crime Commission, The Citizens Education Commission, The Multiple Sclerosis Society, The Oregon Forum, Self Enhancement Inc., Outward Bound West, Young Presidents Organization \u2014 Oregon, Entrepreneurs Organization, Social Venture Partners \u2014 Portland, and Oregon Episcopal School. Mr. Stanley currently serves on the Board of Directors of St. Anthony Village Enterprise, Services for All Generations, and the Advisory Board of The OHSU Knight Cancer Council.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Since 1995, he has served as the Honorary Consul General to the Kingdom of Thailand for the Pacific Northwest.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Stanley earned his Bachelor of Arts degree in Finance and Psychology from Georgetown University.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Stanley holds Series 7 and 63 registrations with FINRA.","spans":[{"start":53,"end":58,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Rodger Adams","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/rodger-adams-4b256483\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"a790c16d-50ba-4360-b676-8ed6391f9aa8","kind":"image","id":"aPtt97pReVYa3pVV","url":"https:\/\/images.prismic.io\/stonehaven\/aPtt97pReVYa3pVV_RodgerAdam%27sfinalheadshot.jpg?auto=format,compress?auto=compress,format","name":"Rodger Adam's final headshot.jpg","size":"51820","width":"500","height":"500"},"description1":[{"type":"paragraph","text":"Mr. Rodger Adams is a Partner of Crown Point Partners.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Crown Point Partners is a merchant banking and advisory firm based in Portland, Oregon, focused on mergers and acquisitions, corporate finance, and strategic advisory services for middle-market companies across diverse industries.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Adams has more than 35 years of experience in merchant banking and investment banking. He is recognized as a seasoned advisor and principal who has structured and negotiated asset and stock sales, leveraged and management buyouts, recapitalizations, and corporate restructurings across manufacturing, distribution, healthcare, business services, forest products, and airlines.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to co-founding Crown Point Partners in 2022, Mr. Adams was a senior partner for 28 years at Veber Partners, including 10 years as co-owner of the firm. Earlier in his career, he held leadership roles with PacifiCorp Financial Services in Portland and New York, and Oregon Bank\/Security Pacific Bank, where he specialized in international and commercial banking.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Adams began his professional career as an instructor and research advisor at the University of Oregon and the Oregon Institute of Marine Biology before transitioning into land-use and environmental planning.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"In addition to his professional work, Mr. Adams has served on the boards of CRU Data Security Group, Mass Ingenuity, International Composites Corp, CrossCurrent, Northwest Polymers, and Pony Lumber. He has also served on the board of Associated Oregon Industries and as a Trustee of the Lutheran Family Service Foundation.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Adams earned a bachelor\u2019s degree in Geography from California State Polytechnic University, Humboldt, a master\u2019s degree in Geography from the University of Oregon, and an MBA in Finance from the University of Oregon, where he was a Beta Gamma Sigma Scholar.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Adams holds Series 7 and 63 registrations with FINRA.\u00a0","spans":[{"start":51,"end":56,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"private-equity"},{"category":"venture-capital"}]}},{"id":"Z7yZdxEAACsAfjD-","uid":"danu-capital-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Z7yZdxEAACsAfjD-%22%29+%5D%5D","tags":[],"first_publication_date":"2025-02-24T16:12:29+0000","last_publication_date":"2025-02-24T16:12:29+0000","slugs":["danu-capital-partners-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"4d81e744-cea8-407c-90b0-70eb88f6122b","kind":"image","id":"Z7yYbp7c43Q3gJWD","url":"https:\/\/images.prismic.io\/stonehaven\/Z7yYbp7c43Q3gJWD_DanuCapitalPartnersLOGO.png?auto=format,compress?auto=compress,format","name":"Danu Capital Partners LOGO.png","size":"8244","width":"1280","height":"720"},"name":[{"type":"paragraph","text":"Danu Capital Partners LLC","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"New York, NY","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"danuvg.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"David Porzio","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/david-porzio\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"4bf49870-1fff-4157-91a3-a32e2dabed75","kind":"image","id":"Z7yZHJ7c43Q3gJWi","url":"https:\/\/images.prismic.io\/stonehaven\/Z7yZHJ7c43Q3gJWi_DavidPorzio%27sHeadshot-2-.jpeg?auto=format,compress?auto=compress,format","name":"David Porzio's Headshot (2).jpeg","size":"109782","width":"800","height":"800"},"description1":[{"type":"paragraph","text":"Mr. David Porzio is the Managing Partner of Danu Capital Partners.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Danu Capital Partners provides\u202fscalable, capital-efficient growth solutions\u202ffor infrastructure and security-focused companies.\u202fAs demand for\u202fresilient infrastructure and security solutions\u202fgrows, companies in\u202fenergy, materials science, cybersecurity, and advanced infrastructure\u202frequire capital strategies beyond traditional venture funding. While equity financing drives early-stage innovation, many businesses can scale more efficiently through\u202fnon-dilutive and structured capital solutions.\u00a0\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Our\u202fcapital markets and structured finance platform\u202fprovides\u202ftailored capital formation services, helping portfolio companies and sector-aligned ventures secure growth capital while preserving equity. Our focus areas include infrastructure (data canters, energy, cyber, water), real estate, aviation, aerospace and defence.\u00a0","spans":[{"start":200,"end":201,"type":"strong"}],"direction":"ltr"},{"type":"paragraph","text":"Mr. David Porzio is an investor and operator with deep experience across early-stage and growth companies. He is currently a Venture Partner at\u202fDanu Venture Group, a venture capital firm investing in breakthrough technologies that enhance the resilience of physical and digital infrastructure.\u00a0","spans":[{"start":144,"end":162,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.danuvg.com\/","target":"_blank"}}],"direction":"ltr"},{"type":"paragraph","text":"Previously, Mr. Porzio was Director of Early-Stage Investments at MDC Ventures, where he led investments in high-growth startups. Before that, he served as Chief of Staff at MDC Partners (now Stagwell, NASDAQ: STGW), working closely on M&A and strategic initiatives that helped grow the firm\u2019s market cap to over $1.5 billion.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Following his time at MDC, Mr. Porzio was VP of Product & Growth at mindbodygreen, where he led product development and revenue expansion initiatives.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Porzio began his career in the Private Equity and Real Estate group at Paul Hastings LLP.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Porzio holds a Bachelor of Arts from Cornell University and a Juris Doctor from Brooklyn Law School.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Porzio holds the Series 63 and 82 registrations with FINRA.\u00a0","spans":[{"start":57,"end":62,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"aCWspBIAACoAt94t","uid":"deering-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aCWspBIAACoAt94t%22%29+%5D%5D","tags":[],"first_publication_date":"2025-05-15T09:00:28+0000","last_publication_date":"2025-08-13T11:58:57+0000","slugs":["deering-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"d490b5e4-8698-4318-90b0-effa6e4ad8eb","kind":"image","id":"aCWoeidWJ-7kSJTy","url":"https:\/\/images.prismic.io\/stonehaven\/aCWoeidWJ-7kSJTy_DeeringCapitalLogo2_Page1-1-.jpg?auto=format,compress?auto=compress,format","name":"Deering Capital Logo 2_Page1 (1).jpg","size":"55554","width":"1056","height":"1056"},"name":[{"type":"paragraph","text":"Deering Capital LLC","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Miami, FL","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Private Credit, Private Equity, Real Estate, Infrastructure, and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"deeringcapital.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"Irving Padron, CPA","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founder & CEO","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/irvingpadron\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"55a436c8-1a3d-43c4-ab18-1ad788bff3e0","kind":"image","id":"aCWrPydWJ-7kSJZt","url":"https:\/\/images.prismic.io\/stonehaven\/aCWrPydWJ-7kSJZt_IrvingPadronHeadshot-2-.png?auto=format,compress?auto=compress,format","name":"Irving Padron Headshot (2).png","size":"766631","width":"901","height":"1279"},"description1":[{"type":"paragraph","text":"Mr. Irving Padron is the Founder & CEO of Deering Capital LLC, a Miami based capital-raising firm focused on commercial and residential real estate opportunities.\u00a0\n\u00a0\nMr. Padron is also the CEO of Deering Companies, a real estate investment and advisory firm representing entrepreneurial developers and operators, ultra-high-net-worth individuals, and family offices. Deering Companies is co-developing a $350M portfolio of ultra-luxury single-family homes, with an average asking price of $30M, and advising on over $8B in high-end mixed-use commercial developments in US gateway cities. Clients have included The Peebles Corporation, Related, Terra, Fortune, the University of Miami, and international banks.\u00a0\n\u00a0\nThroughout his 30+ year career, Mr. Padron has developed an extensive network of investors and sponsors, primarily in the real estate industry. He utilizes his robust real estate, operational, sales, and finance experience in order to strategically advise and support his clients and partners.\u202f\u00a0\n\u00a0\nPrior to Deering, Mr. Padron held the position of CEO and Principal of Sotheby\u2019s International Realty and Engel & Voelkers Miami franchises. Collectively, these firms represented over $5B in luxury homes and projects in South Florida and the Caribbean and delivered record-breaking residential sales. Prior to Sotheby\u2019s and Engel & Voelkers, Mr. Padron was Senior Vice President and CFO at Terremark, including during its initial public listing (Nasdaq, exit $1.8B). Terremark was a leading commercial real estate developer and technology infrastructure provider with over 5 million square feet under management and development. Mr. Padron began his career at KPMG, specializing in international real estate clients, and became the firm's youngest real estate Audit Manager.\u00a0\n\u00a0\nMr. Padron earned his BBA and MBA from the University of Miami. Mr. Padron is also a Certified Public Accountant (CPA) and a licensed Florida Real Estate Broker.\u00a0\n\u00a0\nA frequent speaker and sponsor at real estate and tech events, Mr. Padron was named a Futurist in RISMedia\u2019s inaugural 200 National Real Estate Newsmakers list, and RealTrends ranked him as one of America\u2019s Best Real Estate Professionals.\u00a0\n\u00a0\nMr. Padron is a founding advisory board member of The Launch Pad at the University of Miami, a former board member of Goodwill Industries of South Florida and Junior Achievement of Greater Miami, and a frequent sponsor of Amigos for Kids, among other civic and non-profit activities.\u00a0\n\u00a0\nMr. Padron has passed the SIE, 7, and 63 with FINRA.\u00a0","spans":[{"start":2529,"end":2535,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Aniello Bianco","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Operations Analyst","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/aniello-bianco-1b41a9215\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"8d38736e-d351-470b-bb3f-4f781859968a","kind":"image","id":"aCWsKidWJ-7kSJb9","url":"https:\/\/images.prismic.io\/stonehaven\/aCWsKidWJ-7kSJb9_AnielloBiancoHeadshot.jpg?auto=format,compress?auto=compress,format","name":"Aniello Bianco Headshot.jpg","size":"2743859","width":"4000","height":"2667"},"description1":[{"type":"paragraph","text":"Aniello Bianco is an Operations Analyst at Deering Capital LLC, a Miami based capital-raising firm focused on commercial and residential real estate opportunities.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Bianco is also an Operations Analyst at Deering Companies, a real estate investment and advisory firm founded in 2006, representing entrepreneurial developers and operators, ultra-high-net-worth individuals, and family offices. Deering Companies is co-developing a $350M portfolio of ultra-luxury single-family homes, with an average asking price of $30M, and advising on over $8B in high-end mixed-use commercial developments in US gateway cities. 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Ms. Green focuses on connecting early-stage founders with investors who offer both capital and strategic insight, with an emphasis on building long-term, value-driven partnerships.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"EKG Capital supports emerging companies at critical early fundraising stages, working hands-on with founders to refine their vision and align with the right capital partners. Ms. Green brings an operator\u2019s mindset to every deal, balancing structure, story, and execution, and has helped raise capital across several early-stage rounds.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before launching EKG Capital, Ms. Green held senior finance roles at American Express and ICONIQ Capital. Her background spans startup operations, family offices, and investor communications, and she is known for her thoughtful, founder-first approach and her ability to bridge vision with funding.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Green earned her degree from Arizona State University and is based in New York City. She is excited to build her network within the Stonehaven community and looks forward to collaborating, learning, and growing alongside others who share her belief in backing bold ideas early.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Green holds Series 7 and 63 registrations with FINRA.","spans":[{"start":51,"end":56,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"YY0-qxEAACEAGCxe","uid":"engild-private-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0-qxEAACEAGCxe%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:02:54+0000","last_publication_date":"2025-01-15T16:08:01+0000","slugs":["engild-private-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"91b05805-1dc5-442f-aa99-b3fa8026244f","kind":"image","id":"YY0-mBEAACAAGCv6","url":"https:\/\/images.prismic.io\/stonehaven\/a4ef8b7c-e4d2-45a1-b6f7-8a835fa48845_engildprivate_logo2-1.jpg?auto=compress,format","name":"engildprivate_logo2-1.jpg","size":"8717","width":"150","height":"31"},"name":[{"type":"paragraph","text":"Engild Private Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Alan Fields, CFA, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alan-fields-aa562918\/","spans":[]}],"photo":{"link_type":"Media","key":"3590eb98-8e33-4b07-a78a-a89971e23efe","kind":"image","id":"Yboz9hEAAB4AGkPy","url":"https:\/\/images.prismic.io\/stonehaven\/df55b150-8828-4515-acc6-9c55f5acd8c3_Alan.jpeg?auto=compress,format","name":"Alan.jpeg","size":"12370","width":"298","height":"298"},"description1":[{"type":"paragraph","text":"Mr. Alan Fields is the Managing Director at Engild Private Capital (\u201cEngild\u201d). Mr. Fields has over 20 years experience as an institutional sales professional, introducing investment solutions to institutional clients across a wide range of alternative products.","spans":[]},{"type":"paragraph","text":"Prior to founding Engild, Mr. Fields was a Principal at The Abraaj Group, where he covered fundraising and investor relations across North America. Prior to joining The Abraaj Group, he was a Managing Director with PineBridge Investments (and its predecessor entity AIG Investments). Mr. Fields has successfully raised over one billion in fund commitments in various private capital strategies including venture, growth, buyout, secondaries, emerging markets, infrastructure, and hedge funds. Prior to AIG\/Pinebridge Mr. Fields was a Managing Director in institutional fixed income sales with Bear Stearns & Co, and before that he was with the auditing team of KPMG (f\/k\/a Peat Marwick & Mitchell).","spans":[]},{"type":"paragraph","text":"Mr. Fields received his MBA in Finance from The Wharton School, University of Pennsylvania and a BA in Accounting from Pace University. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is also a Certified Public Accountant (CPA). ","spans":[]},{"type":"paragraph","text":"Mr. Fields currently holds Series 3, 7, and 63 registrations with\u00a0FINRA.","spans":[{"start":66,"end":71,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Carlton Holmes","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/carlton-holmes-b6841b1\/","spans":[]}],"photo":{"link_type":"Media","key":"fb90aa12-9e29-4738-8cc2-6ba5a757b9c7","kind":"image","id":"Yboz5xEAACAAGkOk","url":"https:\/\/images.prismic.io\/stonehaven\/0b4f8f20-6e24-4066-8ab2-3f790a156d1e_Carlton.jpeg?auto=compress,format","name":"Carlton.jpeg","size":"25382","width":"400","height":"400"},"description1":[{"type":"paragraph","text":"Mr. Carlton Holmes is a Managing Director at Engild Private Capital who works closely with Engild\u2019s founder and Managing Partner, Alan Fields, CFA, CAIA.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to Engild Private Capital,\u00a0Mr. Holmes was a principal at TACK37 Consulting where he provided consulting services to consumer goods companies, specializing in marketing and sales. 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He attended Boston University\u2019s College of Communication and earned a BA from the University of Houston. He has spoken at a variety of conferences, including Reuters\u2019 HedgeWorld, IMN Alpha Hedge West, and the Horasis Global Meeting, and his writings have been published in\u00a0The Economist\u00a0and elsewhere.","spans":[{"start":473,"end":486,"type":"em"},{"start":473,"end":486,"type":"strong"}],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Having traveled to more than 70 countries and worked on five continents, and with deep experience in East Asia and the Middle East, Bill has built an international network of contacts. 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The firm offers investors the unique opportunity to partner with leading North American real estate developers and share in value-creation activities. Greybrook Realty Partners, through its affiliates, has invested over $2 billion of equity in more than 100 real estate projects across Canada and the United States. 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While playing in the NHL, he was actively involved in the National Hockey League Players\u2019 Association (NHLPA), serving as a player representative 6 of his 8 years, as well as being on the audit committee, pension committee, Life After Hockey committee and the negotiating committee which was heavily involved in the resolution of the lockout in 2013. Mr. Crombeen was twice nominated for the Bill Masterson Award (2009 and 2013) which is awarded to the player \u201cwho best exemplifies the qualities of perseverance, sportsmanship, and dedication to ice hockey.\u201d","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Additionally, Mr. Crombeen is heavily involved in the Juvenile Diabetes Research Foundation (JDRF) and has worked closely with local chapters and their respective board members. He helped put together events such as \u201cCrombeen for a Cure\u201d and \u201cAthletes and Causes,\u201d raising significant money for JDRF.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Crombeen holds a Bachelor of Science in business degree with a concentration in finance from the University of Phoenix.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Crombeen is a registered dealing representative of Greybrook Securities Inc., an exempt market dealer (registered in Ontario and certain other provinces), related to Greybrook Realty Partners.\u00a0 Mr. Crombeen is also a registered representative of Stonehaven, LLC, which facilitates his distribution efforts in the United States.","spans":[],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"ZMt_TxEAACoAfwVr","uid":"high-peaks-capital-securities","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZMt_TxEAACoAfwVr%22%29+%5D%5D","tags":[],"first_publication_date":"2023-08-08T07:51:38+0000","last_publication_date":"2025-01-13T13:03:50+0000","slugs":["high-peaks-capital-securities-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"0e1f8ad2-d39c-4943-bea4-ed73ad9f0a4b","kind":"image","id":"ZMt_EREAAC8AfwRY","url":"https:\/\/images.prismic.io\/stonehaven\/6c27eb21-9dc9-429a-8bf2-df1faa4924f6_High+Peaks+Capital+Logo.jpg?auto=compress,format","name":"High Peaks Capital Logo.jpg","size":"6471","width":"200","height":"200"},"name":[{"type":"paragraph","text":"High Peaks Capital Securities, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Victor, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"https:\/\/highpeakscapital.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Derek James Carroll","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director and Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/derekjcarroll\/","spans":[]}],"photo":{"link_type":"Media","key":"f2a428c2-c3b7-4dc1-b920-400e40b0448c","kind":"image","id":"ZMuAOBEAADyGfwml","url":"https:\/\/images.prismic.io\/stonehaven\/b744581e-072a-49b0-babc-d54b843a085b_Derek+Image.jpg?auto=compress,format","name":"Derek Image.jpg","size":"28265","width":"360","height":"360"},"description1":[{"type":"paragraph","text":"Mr. Derek Carroll is the Managing Director and Principal at High Peaks Capital Securities, LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"High Peaks Capital Securities is a boutique investment bank and placement agent that focuses exclusively on raising debt and equity for private real estate opportunities. 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Park Lane was founded in 2005 to facilitate the purchase and sales of professional sports teams as well as the financing of early and late-stage sports-based businesses.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kline brings a broad background of professional sports experience, investment banking expertise, and industry knowledge to Park Lane. He has advised on M&A transactions in all the major sports and he has also been instrumental in obtaining financing for many early-stage sports-based businesses.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kline is currently a member of the Stanford Executive Circle, Young Presidents Organization (YPO), the Association of Corporate Growth, the NFLPA, and the NFL Retired Players Association. In 2013, at the age of 36, Mr. Kline was named to The M&A Advisor\u2019s 40 Under 40 list. 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","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kline currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Sean Clemens","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director and Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sean-clemens-28610020\/","spans":[]}],"photo":{"link_type":"Media","key":"6365dfb4-9c76-4fad-ba1c-85e86a8d7ea5","kind":"image","id":"YbotyBEAACAAGicw","url":"https:\/\/images.prismic.io\/stonehaven\/f50beaa1-bd3d-4129-b3dc-55b75300fe05_sean.jpeg?auto=compress,format","name":"sean.jpeg","size":"42608","width":"450","height":"450"},"description1":[{"type":"paragraph","text":"Mr. Sean Clemens is a Managing Director and Partner at Park Lane.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Park Lane was founded in 2005 and is a leader in professional sports M&A, early-stage capital raising, and 3rd\u202fparty marketing for some of the most prominent asset managers in the United States.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Clemens joined Park Lane in 2009 and oversees Park Lane\u2019s mergers and acquisitions practice, advising on sell-side and buy-side mandates while working primarily with clients including sports leagues, teams, and companies at the intersection of sports, media, technology, and consumer products. In addition to his leadership role in sports M&A, he is actively involved in the firm\u2019s strategy, deal review, capital raising transactions, valuations, and due diligence, among other service offerings and responsibilities.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Clemens has worked on transactions across all major American sports leagues, European soccer, action sports, golf, lacrosse, rugby, esports, emerging leagues, and minor league sports, and spanning a wide range of sports-based businesses. 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He currently resides in Southern California.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Hartzell holds Series 7 and 63 registrations with FINRA.","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Bianca Medici","spans":[]}],"tag":[{"type":"paragraph","text":"CFO","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/bianca-medici-ab501b35\/","spans":[]}],"photo":{"link_type":"Media","key":"4bbeb8f5-8de1-4073-bf43-3b08985cb5a1","kind":"image","id":"YbAabRAAACIAznys","url":"https:\/\/images.prismic.io\/stonehaven\/3a10a983-215e-4933-9367-23a297c4fae9_bianca.jpg?auto=compress,format","name":"bianca.jpg","size":"15056","width":"248","height":"248"},"description1":[{"type":"paragraph","text":"Ms. Bianca Medici serves as Park Lane\u2019s CFO.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Park Lane was founded in 2005 and is a leader in professional sports M&A, early-stage capital raising, and 3rd\u202fparty marketing for some of the most prominent asset managers in the United States.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Medici is responsible for supporting the accounting and cash management activities of Park Lane and the portfolio companies. 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Prior to joining the company, Mr. Philips spent twelve years with Silicon Valley Bank including several increasingly senior positions including Cash Management Advisor, Global Treasure Advisor, and Managing Director responsible for the firm\u2019s Global Private Equity Service Group. Mr. Philips managed relationships with more than 130 international venture capital firms throughout Asia, Europe, Israel, and South America.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"In addition, Mr. Philips is an advisor to the board of directors of both the China Venture Capital Finance Organization and the Hong Kong Private Equity Finance Association. Mr. Philips is also a board member of the Children\u2019s Medical Foundation, a Hong Kong based non-governmental organization focused on saving lives of newborn babies in rural China. 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","spans":[]},{"type":"paragraph","text":"Mr. Radov earned an M.B.A. from The Wharton School of the University of Pennsylvania and holds a B.A. degree from Cornell University.","spans":[]},{"type":"paragraph","text":"Mr. Radov currently holds Series 63 and 82 registrations with\u00a0FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"aIiliBIAACwAeab1","uid":"wavefront-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aRGpGBEAACcAktJ2&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aIiliBIAACwAeab1%22%29+%5D%5D","tags":[],"first_publication_date":"2025-07-29T12:02:53+0000","last_publication_date":"2025-07-29T12:02:53+0000","slugs":["wavefront-capital-group-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"dcf3c87c-faee-4ff5-add3-f03779c8b501","kind":"image","id":"aIikX1GsbswqTZia","url":"https:\/\/images.prismic.io\/stonehaven\/aIikX1GsbswqTZia_WaveFrontCapitalLogo.png?auto=format,compress?auto=compress,format","name":"Wave Front Capital Logo.png","size":"22990","width":"362","height":"67"},"name":[{"type":"paragraph","text":"Wavefront Capital Group, LLC","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Brooklyn, NY","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Venture Capital and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"wavefrontcapitalgroup.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"Alexandra Esparza","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founder and Managing Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alex-e-6ba7839\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"03fb0d2b-4541-48a4-b87a-933ce012783b","kind":"image","id":"aIilXVGsbswqTZka","url":"https:\/\/images.prismic.io\/stonehaven\/aIilXVGsbswqTZka_AlexandraEsparza%27sHeadshotUpdated.jpg?auto=format,compress?auto=compress,format","name":"Alexandra Esparza's Headshot Updated.jpg","size":"123359","width":"843","height":"853"},"description1":[{"type":"paragraph","text":"Ms. Alex Esparza is the Founder and Managing Partner of Wavefront Capital Group, LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"The Wavefront Capital Group LLC is a boutique investment bank and advisor focused on providing hands-on, high-touch, collaborative, and comprehensive equity capital raises and advisory services to private mid-market and startup companies.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"The Wavefront team is focused on meeting the needs of private companies in growth-focused verticals with sector expertise across technology, sustainability, consumer goods, and healthcare. 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The Company\u2019s approach seeks to harness the power of its broad network of strategic & institutional investor relationships, along with deep industry thought leadership & insights to help clients expand their businesses.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before joining XST, Ms. Place was at Hofstra University, earning her undergraduate degree, where she developed a strong foundation in analytical problem-solving and strategic thinking through her honors coursework and experience as a Teaching Assistant.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Place received a B.B.A. in Accounting from the Rabinowitz Honors College at Hofstra University.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Place holds the Series 63 and 79 registrations with FINRA.\u00a0","spans":[{"start":56,"end":61,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Maxwell Gover","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/maxwellgover\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"9a2d41d3-3bba-4be8-9712-ea327e32138e","kind":"image","id":"aPYn47pReVYa3d_3","url":"https:\/\/images.prismic.io\/stonehaven\/aPYn47pReVYa3d_3_1516789231528-1-.jpg?auto=format,compress?auto=compress,format","name":"1516789231528 (1).jpg","size":"66992","width":"300","height":"300"},"description1":[{"type":"paragraph","text":"Mr. Maxwell Gover is the Managing Director at XST Capital Group LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"XST Capital Group was founded in 2024 and is focused on serving rapidly growing companies across the digital gaming industry, offering M&A advice, capital raising solutions, and strategy (ex, corporate development). The Company\u2019s approach seeks to harness the power of its broad network of strategic & institutional investor relationships, along with deep industry thought leadership & insights to help clients expand their businesses.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gover is an accomplished investment banker and operator with more than 15 years of experience advising leading global companies and growth-stage innovators. He most recently served as Managing Director and Head of Emerging Media Investment Banking at Oppenheimer, where he led coverage of video games, digital media, sports, telecommunications, and associated technology platforms.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"With deep experience across technology, media, and entertainment, Mr. Gover is recognized as a strategic advisor and skilled dealmaker, having advised on over $50 billion of completed transactions during his career. Prior to Oppenheimer, he held senior roles in Wells Fargo\u2019s Technology, Media & Telecommunications group and Morgan Stanley\u2019s Mergers & Acquisitions group.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"In addition to his investment banking career, Mr. Gover was President and CEO of Sparkbox Toy Company, which was acquired by Pley, a Disney-backed startup. 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Collaboration

Sales Management

Investment Offering Marketplace

Data

Supporting Foundation

Identify Talent

Infrastructure

Sales Management

Data

Sourcing & Diligence

Infrastructure

Collaboration

We have a diverse community of Affiliate Partners

Clayton Funk of Signal Strength Advisors, LLC, Joins Stonehaven’s Affiliate Platform

Maxwell Gover of XST Capital Group Joins Stonehaven’s Affiliate Platform

Leilani Piromalli of K Capital Partners Joins Stonehaven’s Affiliate Platform

Rodger Adams of Crown Point Partners Joins Stonehaven’s Affiliate Platform

Billy Weston & Nate Clemensen of Venn Capital Partners, LLC Joins Stonehaven’s Affiliate Platform

Jay Mehta of Karm Global Investors Joins Stonehaven’s Affiliate Platform

Bellanca LaFrance Joins as a Controller of Stonehaven LLC

Torstein Braaten of Eskay Capital Corp. Joins Stonehaven’s Affiliate Platform.

David Peng of Nivora Capital Partners, LLC Joins Stonehaven’s Affiliate Platform

Maya Rodriguez of AZR Capital Ltd Joins Stonehaven’s Affiliate Platform

Clayton Funk of Signal Strength Advisors, LLC, Joins Stonehaven’s Affiliate Platform

Maxwell Gover of XST Capital Group Joins Stonehaven’s Affiliate Platform

Leilani Piromalli of K Capital Partners Joins Stonehaven’s Affiliate Platform

The Nexus
of Capital and
Opportunity™

We have the infrastructure, technology and
community for you to achieve your goals

We have a diverse community of
Affiliate Partners