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:
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an intellectual critical mass with
seasoned professionals
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a strategic focus on unique asset
classes and investment opportunities
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a disciplined selection criteria and
evaluation process
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a strong emphasis on structuring and due diligence
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an extensive credit and capital
markets orientation
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established, multiple-category
investor relationships
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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
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Comprehensive Distribution to Institutional Fund Investors
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Consultive, Long-Term Client Relationships
Growth Capital
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Equity or Debt Capital to Finance Growth, Acquisitions
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Growth Equity, Venture Capital, Seed and A/B Rounds
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Leveraged and Management Buyouts
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Partner and Investor Capital
Direct Transactions
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Mezzanine and Equity Placements for Strategic and Acquisition Financing
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Affiliate Relationship with Middle Market Credit and Structured Equity Fund Boone Opportunity Lenders, LLC
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Partner and Investor Capital
Advisory
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Strategic Advisory to Fund Managers and Private Companies
Executive Search
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Affiliate Relationship with BridgeStreet Partners--an Alternative Financial Services C-Level Executive Search Firm
RoundTable Partners
Scott Fauver
PARTNER
Mobile: (914) 482-1268
Matthew Hoffman
PARTNER
Office: (203) 594-7512
Eads Johnson
PARTNER
Mobile: (203) 722-6603
Ronald Lee
PARTNER
Mobile: (845) 270-9685
Randall Stern
PARTNER
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
CONTACT US
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