Team Led by Experienced Fund Placement Professionals to
Leverage Oppenheimer's Scale, Thought Leadership and Resources to
Further Deepen Service Offerings for Alternative Investment
Firms
Expanded Service Offerings Expected to Drive Incremental
Investment Banking & Capital Markets Opportunities in
Technology & Healthcare, Real Assets-Focused Industries and
Others
NEW YORK, Nov. 15, 2021 /PRNewswire/ -- Oppenheimer &
Co. Inc. ("Oppenheimer") – a leading investment bank, wealth
manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) –
today announced the launch of its new Global Fund Placement and
Advisory Group ("FPA Group"). The FPA Group will provide services
to leading alternative investment firms to help them fulfil their
fundraising ambitions and strategic plans. Services will include
strategic and tactical advice as well as fundraising services, both
for primary funds and transactions.
Robert Lowenthal, Oppenheimer's
Senior Managing Director and Head of Investment Banking, said, "The
Investment Banking Division is expanding its efforts around private
capital formation with a focus on institutional private market
investors. The FPA Group will provide the Division with enhanced
capabilities to offer alternative investment firms an even broader
and deeper portfolio of value-added services that complements the
resources, relationships and thought leadership of the global
Oppenheimer platform. The service the FPA group will provide
includes a specialized level of expertise in advising global
alternative investment firms. We are excited to launch this new
Group as we establish a greater presence in the rapidly-growing
global fundraising market."
The Global Fund Placement and Advisory Group will be led by
Tanya McHale, Managing Director, who
will be based in London. Ms.
McHale will report to Mr. Lowenthal, Head of Investment Banking in
North America, and Max Lami, Oppenheimer EMEA Chief Executive and
Head of Investment Banking.
Ms. McHale will be joined by Managing Director Andrew Roberts, Director Marcus Klasse and Associate Curran Gaur, who all
join Oppenheimer from MVision Private Equity Advisers ("MVision"),
a widely-respected independent international alternative assets
advisory firm. The team will operate globally with further hires in
process in the US and Asia.
Max Lami said, "It is a pleasure
to welcome Tanya and the team to Oppenheimer. This team brings over
30 years of combined experience in successfully advising
alternative investment firms and raising private equity funds. This
talented and entrepreneurial group brings a proven track record of
developing long-term relationships with private equity firms and
institutional investors on a global basis. Adding this new
dimension to our service platform is an important step toward
strengthening our private capital markets business and will provide
powerful growth opportunities for many of our clients."
Prior to joining Oppenheimer, Ms. McHale served as a Managing
Director at MVision, which she first joined at its founding in
2001. At MVision, Ms. McHale was a member of the firm's leadership
team and played a prominent role in global origination, execution
and strategic advisory work for leading alternative investment
firms, as well as distribution to institutional investors. Prior to
MVision, she held positions at Credit Suisse First Boston and DLJ
in London.
At MVision, Mr. Roberts played a leading role in origination,
fundraising execution and strategic advisory work, as well as
distribution, with a focus on investors in the UK and DACH region.
Prior to MVision, Mr. Roberts worked at Cebile Capital in
London for five years. Mr. Klasse
spent five years at MVision, working on a number of leading
fundraisings in EMEA as well as distribution, with a focus on
investors in the Nordic region. Mr. Gaur focused on origination and
research during his four years at MVision, as well as distribution
to investors in the UK and Gulf Cooperation Council.
Ms. McHale said, "With Oppenheimer's depth of expertise, global
scale and prominent relationships, our new FPA Group will be
ideally positioned to play a leading role in the global funds
placement market. On behalf of my team, we are very pleased to be
joining such a strong international platform, and we are excited
about the synergies the FPA Group can bring to complement the
services already offered by Oppenheimer while contributing to its
further growth and success."
Oppenheimer & Co. Inc.
Oppenheimer & Co.
Inc. Oppenheimer & Co. Inc. (Oppenheimer), a principal
subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock
Exchange), and its affiliates provide a full range of wealth
management, securities brokerage and investment banking services to
high net-worth individuals, families, corporate executives, local
governments, businesses and institutions.
Media Contacts:
Joseph
Kuo / Chris Clemens
Haven Tower Group
424 317 4851 or 424 317 4854
jkuo@haventower.com or cclemens@haventower.com