On the Move: September 2023 Hires and Promotions | Middle Market Growth

In this article, I will share the exciting news of recent hires and promotions in the finance industry. From private wealth management to investment banking, these updates highlight the growth and opportunities in the sector. Let's dive into the details!

Christine Nowaczyk Joins U.S. Bank Private Wealth Management

Learn about the latest addition to U.S. Bank's Private Wealth Management team and their expertise in tailored wealth management strategies.

U.S. Bank recently welcomed Christine Nowaczyk to their Private Wealth Management division. With her extensive experience in corporate banking and retail operations, Nowaczyk brings a wealth of knowledge to the team. As a Private Wealth Advisor, she will utilize her expertise to provide clients with customized wealth management strategies including investment management, banking, trust and estate services, and wealth planning.

Nowaczyk's previous roles at BOK Financial and J.P. Morgan Chase have equipped her with the skills necessary to understand the diverse needs of clients. Her dedication to financial diversity and inclusion, as demonstrated through her involvement in the Financial Diversity & Inclusion Council at BOK Financial, makes her a valuable addition to U.S. Bank's team.

John Baxter Joins Oberon Securities as Managing Director

Discover how John Baxter's expertise in the healthcare sector will contribute to Oberon Securities' investment banking services.

Oberon Securities has appointed John Baxter as a Managing Director. With over 25 years of experience in investment banking, strategy, and operations, Baxter brings a wealth of knowledge to the firm. His expertise in the healthcare sector, which is a primary focus for Oberon, will enable the company to provide specialized services to clients in this industry.

During his time at LedgeRock Advisors, Baxter gained extensive experience in servicing clients in the healthcare and other sectors. This experience will be invaluable as he works with Oberon Securities to navigate the complexities of the healthcare industry and provide tailored investment banking solutions.

Mark Halma Joins Final Ascent as M&A Advisor

Explore the expertise that Mark Halma brings to Final Ascent as he joins the firm as an M&A Advisor, specializing in middle-market clients.

Final Ascent, a leading M&A advisory firm, has announced the appointment of Mark Halma as an M&A Advisor. With a successful track record in managing deals across various industries, including manufacturing, healthcare, and construction, Halma will focus on serving middle-market clients.

As part of Final Ascent's mission to guide lower middle-market businesses through exit planning and value building, Halma will leverage his expertise to support clients in achieving their strategic objectives. His extensive experience and industry knowledge make him a valuable asset to the firm.

Michael Kim Joins Harris Williams as Managing Director and Co-Head of Technology Group

Learn about Michael Kim's appointment as the Managing Director and Co-Head of the Technology Group at Harris Williams, a global investment bank specializing in M&A and private capital advisory services.

Harris Williams has appointed Michael Kim as Managing Director and Co-Head of its Technology Group. With over 25 years of experience, including his previous role as head of software investment banking at LionTree, Kim brings a wealth of knowledge and expertise to the firm.

Kim's appointment reflects the firm's commitment to capitalizing on the robust M&A activity in the technology sector. As Harris Williams continues to partner with clients to navigate the evolving technology landscape, Kim's leadership and industry insights will be instrumental in driving successful outcomes.

Ron Ahuja Joins RFE Investment Partners as Principal

Discover how Ron Ahuja's extensive experience in private equity will contribute to RFE Investment Partners' investment team.

Ron Ahuja has joined RFE Investment Partners as a Principal on its investment team. With his background in middle-market private equity, including roles at Heartwood Partners and First Atlantic Capital, Ahuja brings a deep understanding of platform and add-on acquisition investments.

At RFE Investment Partners, Ahuja will be responsible for managing the firm's existing portfolio and identifying new investment opportunities. His expertise in value creation and strategic management will further strengthen the firm's ability to deliver strong returns for its investors.

BGL Announces Key Hires to Strengthen Capital Markets Advisory and Technology Vertical

Learn about the recent hires at Brown Gibbons Lang & Company (BGL) that enhance their Capital Markets Advisory group and support the launch of their new Technology vertical.

Brown Gibbons Lang & Company (BGL) has made significant hires to strengthen its Capital Markets Advisory group and support the launch of its new Technology vertical. Kevin R. Nowaskey joins as Managing Director to lead the Private Capital Advisory team, enabling BGL to facilitate secondary transactions and meet the evolving needs of its clients.

In addition, Scott Mattson and Michael Magruder have been appointed as Managing Directors to spearhead BGL's Technology vertical. Mattson brings nearly 20 years of experience in technology-related M&A advisory, while Magruder specializes in advising growth-stage and middle-market technology companies, particularly in the industrial and supply chain software markets.

Angeles Equity Partners Welcomes Steve Tamjidi and Brandon Gold

Discover the new additions to Angeles Equity Partners and their roles in business development and operations.

Angeles Equity Partners has expanded its team with the addition of Steve Tamjidi and Brandon Gold. Tamjidi will contribute to the firm's business development efforts, focusing on building and developing relationships with corporate developers. With his experience in deal sourcing, Tamjidi will play a key role in identifying investment opportunities.

Brandon Gold joins as Vice President, Operations, bringing his expertise in due diligence, business strategy, and operational improvement to Angeles Equity Partners. With a focus on industrials businesses, Gold will support the firm in driving operational excellence and value creation across its portfolio companies.

Comvest Partners Names Lee Landrum as Partner and Head of Investor Relations

Learn about Lee Landrum's appointment as Partner and Head of Investor Relations at Comvest Partners and his extensive experience in alternative investments.

Comvest Partners has appointed Lee Landrum as Partner and Head of Investor Relations. With approximately 30 years of experience in investment banking and alternative investments, Landrum brings a deep understanding of middle-market businesses and investor relations.

In his role, Landrum will manage relationships with investors across Comvest Partners' private equity, direct lending, and special opportunities investment strategies. As a voting member on Comvest's direct lending and special opportunities funds, Landrum will play a critical role in driving the firm's growth and delivering value to its investors.

Conclusion

In conclusion, the recent hires and promotions in the finance industry highlight the growth and opportunities within the sector. From U.S. Bank's addition of Christine Nowaczyk to Oberon Securities' appointment of John Baxter, these professionals bring valuable expertise and knowledge to their respective organizations. The new hires and promotions not only strengthen the teams but also enhance the services provided to clients.

Furthermore, the additions of Mark Halma to Final Ascent, Michael Kim to Harris Williams, Ron Ahuja to RFE Investment Partners, and the key hires at BGL and Angeles Equity Partners demonstrate the industry's focus on expanding capabilities and addressing the evolving needs of clients. These professionals bring a wealth of experience and insights that will contribute to the success of their firms and the clients they serve.

Overall, these developments signify the continuous growth and innovation within the finance industry, paving the way for exciting opportunities and advancements in the coming years.

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