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

  • 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

Mobile: (914) 482-1268


Office: (203) 594-7512


Eads Johnson

Mobile: (203) 722-6603


Ronald Lee

Mobile: (845) 270-9685


Randall Stern

Mobile: (203) 550-1922


"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




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