We're an alternative investment merchant bank. We engage in strategic capital raising as well as advisory and investment services for hedge fund managers, private equity fund managers, dynamic companies and alternative asset investors

 

 

RoundTable  couples its principal "Client First " philosophy with:

  • an intellectual critical mass with

seasoned professionals

  • a strategic focus on unique asset

classes and investment opportunities

  • a disciplined selection criteria and

evaluation process

  • a strong emphasis on structuring and due diligence 

  • an extensive credit and capital

markets orientation

  • established, multiple-category

investor relationships

  • the ability to act as principal

or co-investor

 
 

What We Do

We leverage our team's collective capabilities to identify unique and attractive investment opportunities across the alternative markets 

 

We match fund managers and corporate issuers with strategic investment partners--including 

endowments, foundations, asset managers, hedge funds, family offices, private equity funds, wealth managers, and corporations

 

Capital Raising and Fund Placement Services
  • Comprehensive Distribution to Institutional Fund Investors

  • Consultive, Long-Term Client Relationships

 
Growth Capital
  • Equity or Debt Capital to Finance Growth, Acquisitions

  • Growth Equity, Venture Capital, Seed and A/B Rounds

  • Leveraged and Management Buyouts

  • Partner and Investor Capital

 
Direct Transactions
  • Mezzanine and Equity Placements for Strategic and Acquisition Financing
  • Affiliate Relationship with Middle Market Credit and Structured Equity Fund Boone Opportunity Lenders, LLC 

  • Partner and Investor Capital

Advisory
  • Strategic Advisory to Fund Managers and Private Companies

 
Executive Search
  • Affiliate Relationship with BridgeStreet Partners--an Alternative Financial Services C-Level Executive Search Firm

 

RoundTable Partners

Scott Fauver
PARTNER

Office: (914) 234-0480

Mobile: (914) 482-1268

scott.fauver@roundtablefg.com

Office: (203) 594-7512

matthew.hoffman@roundtablefg.com

Eads Johnson
PARTNER

Office: (203) 972-5788

Mobile: (203)722-6603

eads.johnson@roundtablefg.com

Ronald Lee
PARTNER

Office: (914) 241-1709

Mobile: (845) 270-9685

ronald.lee@roundtablefg.com

Randall Stern
PARTNER

Office: (203) 661-1090

Mobile: (203) 550-1922

randall.stern@roundtablefg.com

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“RoundTable was an early investor in Moblty, and since then, has successfully raised early-stage equity capital from a diverse group of investors. Down the road, those investors will be strategic to our business growth. RoundTable also introduced us to potential customers, and to a strategic partner, which has already resulted in a valuable alliance.” Rajesh Saggi, CEO, Moblty, Inc.

"RoundTable was an invaluable advisor to LMZ Partners as we sought acquisition financing to create Sunrise Transportation Holdings, LLC.  RoundTable introduced us to two investors who provided mezzanine financing to facilitate the acquisition and merger of two companies, thereby creating one of the larger regional transportation companies focused on students with disabilities." Leo Helmers, Managing Partner, LMZ Partners, LLC

 
 
 

CONTACT US

OUR ADDRESS

23A CHARTER OAK DRIVE

NEW CANAAN, CT 06840

Contact@RoundTableFG.com

For any general inquiries, please fill in the following contact form:

 

© 2020 by RoundTable Financial Group, LLC. All rights reserved. Securities services provided through Candlewood Securities, LLC, a broker/dealer registered with the SEC (see BrokerCheck)member FINRA and SIPC.