ROBERT FALZON

Managing Director

Robert worked from 2008-2016 as a Managing Director at Goldman Sachs International, where he was responsible for European Industrial M&A. Prior to that he worked at UBS Investment Bank and Dresdner Kleinwort Wasserstein. Robert earned a BSc in Economics from Bristol University and qualified as an ICAEW Chartered Accountant with PwC.

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MANOJ NAIR

Managing Director

Manoj is our General Counsel and Chief Administrative Officer. He worked from 2008-2016 as an associate at Cleary Gottlieb Steen and Hamilton LLP with a broad international and domestic mergers and acquisitions practice as well as representing a major financial company on key commercial transactions. He received his BA from New York University and his JD from New York Law School.

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BRAD SIEGERT

Managing Director

Brad worked from 2007-2018 as a Managing Director at Evercore covering financial institutions. Prior to that he worked at Sandler O’Neill + Partners from 2004-2007. Brad graduated from Villanova University.

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JULIYA CHEKMAROVA

Vice President

Juliya worked at Goldman, Sachs & Co from 2012 through 2017 as an Associate (2012 – 2015) and Vice President (2015 – 2017) in the Financial Institutions Group, Investment Banking. Prior to that, worked as an Analyst in the Financial Institutions Group, Investment Banking at Credit Suisse. Juliya earned a BA from Barnard College, Columbia University.

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BRENDAN COOK

Vice President

Brendan worked at Goldman, Sachs & Co. from 2011 to 2015, splitting time between M&A and Capital Markets within the firm’s Financial Institutions Group. More recently, he worked as an associate at Pine Brook Partners, a New-York based investment firm that makes de novo and growth equity investments in the financial services and energy sectors. Brendan earned a BA in Economics from the University of Chicago.

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SUMEET PATEL

Vice President

Sumeet worked at Goldman, Sachs & Co from 2009 to 2018 as a Vice President in the Financial Institutions Group, Investment Banking. From 2013 to 2014 he worked in London as a member of the European Leveraged Finance team. Prior to that, he worked as an Assistant Vice President in Specialty Asset Management at U.S. Trust and completed the Financial Management Program at GE Capital. Sumeet earned an M.S. in Finance, B.S. in Finance, and B.A. in Economics from the University of Florida. Sumeet is a CFA® Charterholder.

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JAMES AMEN

Associate

James worked as an associate at the San Francisco-based private equity firm FFL Partners from 2015 to 2016, where he focused on evaluating investments in middle-market companies in the consumer, business services and industrial sectors. From 2012 to 2015, James worked as an investment banking analyst at Peter J. Solomon Company, where he advised retail companies on M&A and financing transactions. James earned a BS in Applied Mathematics and Economics from Brown University, graduating phi beta kappa and magna cum laude

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MARK JAZBIK

Associate

Mark worked at Goldman, Sachs & Co. from 2016 to 2017. He was an Investment Banking Analyst in the Global Natural Resources Group focused on working with clients in Metals & Mining, Power & Utilities and Energy. Mark earned a BA in Economics from the University of Chicago.

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SAHIL KHATOD

Associate

Sahil worked at Bridgewater Associates as an Investment Associate from 2014 to 2016 where he focused on commodity and China focused research and investment analysis within the Research Department. In his free time, he also focuses on angel investing in the vibrant NYC based start-up ecosystem. Sahil earned a BA in Economics and a Citation in Mandarin from Harvard University.

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WILLIAM LANGMUIR

Associate

William worked at Rothschild & Co from 2015 to 2017, advising clients in the Consumer and Retail sectors on M&A and financing transactions. William holds an MSc in Business from HEC Paris and an MA in History from the University of St Andrews.

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FRANK LI

Associate

Frank worked at AIG from 2016 to 2018. He was an Analyst on the Corporate Development team focused on M&A. Frank earned a BA in Economics and a Minor in Fine Arts from Cornell University.

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ETHAN MICHAELI

Associate

Ethan worked at Goldman, Sachs & Co. from 2016 to 2017. He was an Investment Banking Analyst in the Financial Institutions Structured Finance Group focused on working with clients in the Insurance sector. Ethan earned a BBA in Finance from the University of Georgia.

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ANN OH

Associate

Ann worked at Stockbridge Investors, a public equities fund based in Boston, from 2015 to 2018. Ann worked at Goldman, Sachs & Co. from 2013 to 2015. She was an Investment Banking Analyst in the Financial Institutions Group focusing on Financial Technology and Asset Management. Ann earned a BS in Economics from the Wharton School of the University of Pennsylvania.

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LUCIE ONDRASCHKOVA

Associate

Lucie worked at Goldman, Sachs & Co. from 2014 to 2016. She was an Investment Banking Analyst in the Financial Institutions Group focusing on financial technology and asset management. She is a member of Terry College of Business Department of Finance Advisory Board. Lucie earned a BBA in Finance, Economics and International Business from the University of Georgia.

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KHALIL PETTUS

Associate

Khalil worked at Goldman, Sachs & Co. from 2015 to 2017 as an Investment Banking Analyst in the Financial Institutions Group focusing on financial technology and asset management. He currently serves on the Robert H. Smith School of Business Board of Advisors. Khalil earned a BS in Finance from the University of Maryland, College Park.

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WILLIAM SKOLNIK

Associate

William worked at Citadel from 2014 to 2017. Before Citadel, he was an investment banking analyst at Barclays in the Technology, Media & Telecommunications Group. William earned a BSBA in Finance and Accounting from Georgetown University, graduating summa cum laude.

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GLORIA MALLIOS

Senior Executive Assistant and New York Office Manager

Gloria is also our New York Office Manager. Gloria worked at Goldman Sachs & Co from 2000 to 2017 and at PaineWebber/UBS from 1988 to 2000 as an Executive Assistant. Gloria studied at Baruch College and is fluent in Greek.

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NANCY DIAZ

Senior Executive Assistant

Nancy worked at Goldman, Sachs & Co. as an Executive Assistant from 1989 to 2017. Nancy received an associates degree in secretarial studies from The Wood School in 1989.

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BURTON FITZPATRICK

Senior Executive Assistant

Burton worked at Citi from 1998 until 2005 then again from 2011 till July of 2018.
In between he worked at several Bulge and Middle Bracket banks, as well as in Executive Search.

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NOREEN SCARANGELLA

Senior Executive Assistant

Noreen worked at Goldman, Sachs & Co. from 1990 to 2016. Noreen received a secretarial degree from Grace Institute in 1990.

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HELEN EDMONDSON

Assistant and London Office Manager

Helen worked as an Assistant at Goldman Sachs in London from 1998 to 2011 and 1994 to 1995 and has also worked at Lazard and Credit Suisse. Helen is a graduate of the University of Wolverhampton in Languages for Business (French & Spanish).

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BRIANNA LAYTON

Assistant

Brianna worked at Love Your Melon, Inc. as the Northeast Regional Manager from 2016-2017. Brianna earned a BA in Public Relations and International Business from Quinnipiac University in 2017.

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