NewOak Capital Markets offers expert capital and strategic planning solutions for banks and non-depository institutions. We are committed to providing unconflicted expertise to banks, insurance, and specialty finance companies, asset managers, as well as other financial service institutions.
Indicative listing of Financial Institution Valuation, Due Diligence & Advisory services include, although not limited to:
We have particular interest and expertise in working with regional/community banks and assisting bank management teams in raising capital for various of strategic purposes. We have strong relationships with private equity, hedge funds and family offices that invest in the financial services sector.
29 years of global corporate and investment banking experience at leading U.S. and European banks; the past 19 years covering the financial institutions industry across multiple sectors and assignments. He was most recently with Credit Agricole as Managing Director / Head of the Financial Institutions Group at Calyon Securities Inc. in New York. He joined Credit Agricole in 2001 following a 20 year career at JP Morgan Chase including overseas assignments. He has resided in Europe. Holds Series 7, 24, 66 and 79 licenses and MBA and BA degrees.
*Securities products are offered through NewOak Capital Markets LLC, member FINRA, SIPC and MSRB.
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NewOak Capital 485 Lexington Avenue 25th Floor New York, NY 10017 Switchboard: (212) 209-0850 Fax: (212) 209-0704 |
Securities Offered Through NewOak Capital Markets LLC, Member FINRA, SIPC and MSRB
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