Janes Capital Partners
Description
Address: 19200 Von Karman Ave #340, Irvine, CA 92612 Hours: Open ⋅ Closes 6PM Tuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 769-3323Place name: : : : : Website: : Category: : Website: http://www.janescapital.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Janes Capital Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Janes Capital Partners Employees
Employee
Years
Job
Industry
Clayton Stoker Clayton Stoker's Janes Capital Partners Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Janes Capital Partners
Industry Investment Banking
Experience
Janes Capital Partners June 2015 - August 2015
One Praetorian March 2015 - May 2015
Tobin & Company Investment Banking Group LLC December 2014 - January 2015
Smith Moore May 2014 - August 2014
The Audit Group May 2013 - August 2013
Clayton Stoker Design January 2009 - December 2012
Education
Indiana University - Kelley School of Business 2013 — 2017
Finance/Accounting
Waterloo High School 2009 — 2013
Janes Capital Partners June 2015 - August 2015
One Praetorian March 2015 - May 2015
Tobin & Company Investment Banking Group LLC December 2014 - January 2015
Smith Moore May 2014 - August 2014
The Audit Group May 2013 - August 2013
Clayton Stoker Design January 2009 - December 2012
Education
Indiana University - Kelley School of Business 2013 — 2017
Finance/Accounting
Waterloo High School 2009 — 2013
Bryan Galligan, CFA Bryan Galligan, CFA's Janes Capital Partners Experience July 2012 - September 2013
Job Private Equity Senior Associate at Excelsior Capital Partners, LLC
Industry Investment Management
Experience
Excelsior Capital Partners, LLC September 2013 - Present
Janes Capital Partners July 2012 - September 2013
Wells Fargo Securities March 2011 - July 2012
PwC August 2010 - March 2011
FMV Opinions, Inc. 2007 - 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence, Mergers, Private Equity, Capital Markets, Bloomberg, Equities, Business Valuation, Venture Capital, Investments, Corporate Development, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Master's degree, Accounting
University of Southern California - Marshall School of Business 2006 — 2008
B.S., Business Administration - Finance
Excelsior Capital Partners, LLC September 2013 - Present
Janes Capital Partners July 2012 - September 2013
Wells Fargo Securities March 2011 - July 2012
PwC August 2010 - March 2011
FMV Opinions, Inc. 2007 - 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence, Mergers, Private Equity, Capital Markets, Bloomberg, Equities, Business Valuation, Venture Capital, Investments, Corporate Development, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Master's degree, Accounting
University of Southern California - Marshall School of Business 2006 — 2008
B.S., Business Administration - Finance
Daniel Sirvent's Janes Capital Partners Experience 2008 - 2009
Job Investment Banking | Corporate Finance | Mergers & Acquisitions | Capital Markets
Industry Investment Banking
Experience
Signature Healthcare Services, LLC 2013 - 2015
C. K. Cooper & Company 2009 - 2013
Janes Capital Partners 2008 - 2009
Valeant Pharmaceuticals International [NYSE:VRX] 2006 - 2008
Citigroup Global Markets, Inc. [NYSE:C] 2002 - 2006
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Private Equity, Venture Capital, Due Diligence, Strategic Planning, Strategy, Investments, Corporate Development, Capital Markets, Business Development, Portfolio Management, Restructuring, Accounting, Project Management, Strategic Financial..., Microsoft Excel, Research, Business Planning, Investment Advisory, Equities, Forecasting, Fixed Income, Pharmaceutical Industry, Consulting, Business Valuation, DCF, Equity Valuation, M&A experience, Risk Management, Hyperion HFM, SAP, Statistical Modeling, Real Options, Market Research, Equity Research, Project Finance, Licensing & Joint..., Game Theory, Financial Planning
Education
Cornell University
B.S., Policy Analysis & Management
Chapman University, The George L. Argyros School of Business and Economics
M.B.A., Finance
Boston University
Certificate in Financial Planning
Signature Healthcare Services, LLC 2013 - 2015
C. K. Cooper & Company 2009 - 2013
Janes Capital Partners 2008 - 2009
Valeant Pharmaceuticals International [NYSE:VRX] 2006 - 2008
Citigroup Global Markets, Inc. [NYSE:C] 2002 - 2006
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Private Equity, Venture Capital, Due Diligence, Strategic Planning, Strategy, Investments, Corporate Development, Capital Markets, Business Development, Portfolio Management, Restructuring, Accounting, Project Management, Strategic Financial..., Microsoft Excel, Research, Business Planning, Investment Advisory, Equities, Forecasting, Fixed Income, Pharmaceutical Industry, Consulting, Business Valuation, DCF, Equity Valuation, M&A experience, Risk Management, Hyperion HFM, SAP, Statistical Modeling, Real Options, Market Research, Equity Research, Project Finance, Licensing & Joint..., Game Theory, Financial Planning
Education
Cornell University
B.S., Policy Analysis & Management
Chapman University, The George L. Argyros School of Business and Economics
M.B.A., Finance
Boston University
Certificate in Financial Planning
Brandon Gerstein's Janes Capital Partners Experience August 2014 - Present
Job Investment Banking Analyst at Janes Capital Partners
Industry Investment Banking
Experience
Janes Capital Partners August 2014 - Present
J.P. Morgan May 2013 - August 2013
McGladrey August 2012 - August 2012
Skills
Finance, Accounting, Financial Modeling, Philanthropy, Microsoft Excel, Valuation, Asset Management, Access, Bloomberg, Economics, PowerPoint, Teamwork, Time Management, Microsoft Word, Written & Verbal..., Financial Analysis, Investment Banking
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Manalapan High School 2006 — 2010
High School Diploma
Janes Capital Partners August 2014 - Present
J.P. Morgan May 2013 - August 2013
McGladrey August 2012 - August 2012
Skills
Finance, Accounting, Financial Modeling, Philanthropy, Microsoft Excel, Valuation, Asset Management, Access, Bloomberg, Economics, PowerPoint, Teamwork, Time Management, Microsoft Word, Written & Verbal..., Financial Analysis, Investment Banking
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Manalapan High School 2006 — 2010
High School Diploma
Lee Muse Lee Muse's Janes Capital Partners Experience February 2009 - February 2010
Job Supply Chain Analyst at Highway Two LLC
Industry Investment Management
Experience
Highway Two LLC October 2014 - Present
Highway Two LLC May 2014 - Present
Independent Investor January 2004 - December 2014
CashCall Mortgage Cycling Team March 2010 - March 2014
IntriPlex Technologies August 2009 - February 2010
Janes Capital Partners February 2009 - February 2010
Merrill Lynch August 2008 - December 2008
Wells Fargo Advisors August 2007 - December 2007
Student Investment Fund, University of the Pacific January 2007 - August 2007
Skills
Financial Analysis, Finance, Financial Modeling, Investments, Data Analysis, Valuation, Due Diligence, Strategic Planning, Microsoft Excel, Marketing, Research, Market Research, Inventory Planning, SQL, Supply Chain Management, Purchasing, SAP, Management, Corporate Finance, Investment Strategies, Asset Managment, Alternative Investments, Cycling, Capital IQ, Sports Nutrition, PowerPoint, Thompson One
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
Master of Business Administration (MBA), Finance
University of the Pacific - Eberhardt School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration and Finance
Highway Two LLC October 2014 - Present
Highway Two LLC May 2014 - Present
Independent Investor January 2004 - December 2014
CashCall Mortgage Cycling Team March 2010 - March 2014
IntriPlex Technologies August 2009 - February 2010
Janes Capital Partners February 2009 - February 2010
Merrill Lynch August 2008 - December 2008
Wells Fargo Advisors August 2007 - December 2007
Student Investment Fund, University of the Pacific January 2007 - August 2007
Skills
Financial Analysis, Finance, Financial Modeling, Investments, Data Analysis, Valuation, Due Diligence, Strategic Planning, Microsoft Excel, Marketing, Research, Market Research, Inventory Planning, SQL, Supply Chain Management, Purchasing, SAP, Management, Corporate Finance, Investment Strategies, Asset Managment, Alternative Investments, Cycling, Capital IQ, Sports Nutrition, PowerPoint, Thompson One
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
Master of Business Administration (MBA), Finance
University of the Pacific - Eberhardt School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration and Finance
Jason Kimball Jason Kimball's Janes Capital Partners Experience January 2014 - Present
Job Associate at Janes Capital Partners
Industry Investment Banking
Experience
Janes Capital Partners January 2014 - Present
Terrain Digital Media July 2013 - October 2013
Lincoln International October 2011 - June 2013
PS Business Parks, Inc. 2010 - October 2011
Wilson, Haglund and Paulsen May 2010 - October 2010
Chemtura January 2009 - April 2009
Peterson Partners Venture Capital September 2008 - December 2008
Precise Structures June 2008 - August 2008
The Church of Jesus Christ of Latter-Day Saints August 2005 - August 2007
Skills
Accounting, Asset Management, Analysis, Bloomberg, Business Development, Business Strategy, Business Valuation, Capital IQ, Capital Markets, Competitive Analysis, Corporate Development, Corporate Finance, DCF, Data Analysis, Due Diligence, Economics, Entrepreneurship, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Investment Banking, Investments, LBO, Leadership, M&A experience, Market Research, Mergers & Acquisitions, Microsoft Excel, Microsoft Office, PowerPoint, Private Equity, Real Estate Economics, Research, Sales, Social Networking, Start-ups, Strategic Planning, Strategy, Training, Valuation, Venture Capital, Series 63
Education
Brigham Young University 2004 — 2010
BS, Finance
LBHS 2000 — 2004
Janes Capital Partners January 2014 - Present
Terrain Digital Media July 2013 - October 2013
Lincoln International October 2011 - June 2013
PS Business Parks, Inc. 2010 - October 2011
Wilson, Haglund and Paulsen May 2010 - October 2010
Chemtura January 2009 - April 2009
Peterson Partners Venture Capital September 2008 - December 2008
Precise Structures June 2008 - August 2008
The Church of Jesus Christ of Latter-Day Saints August 2005 - August 2007
Skills
Accounting, Asset Management, Analysis, Bloomberg, Business Development, Business Strategy, Business Valuation, Capital IQ, Capital Markets, Competitive Analysis, Corporate Development, Corporate Finance, DCF, Data Analysis, Due Diligence, Economics, Entrepreneurship, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Investment Banking, Investments, LBO, Leadership, M&A experience, Market Research, Mergers & Acquisitions, Microsoft Excel, Microsoft Office, PowerPoint, Private Equity, Real Estate Economics, Research, Sales, Social Networking, Start-ups, Strategic Planning, Strategy, Training, Valuation, Venture Capital, Series 63
Education
Brigham Young University 2004 — 2010
BS, Finance
LBHS 2000 — 2004
James Mortensen James Mortensen's Janes Capital Partners Experience October 2008 - January 2009
Job SAP Business One Consultant at Viking Pioneer Business Solutions
Industry Computer Software
Experience
Viking Pioneer Business Solutions November 2014 - Present
Navigator Business Solutions February 2009 - October 2014
Janes Capital Partners October 2008 - January 2009
Lindorf Partnership August 2005 - September 2008
Bohm, Matsen, Kegal & Aguilera, LLP October 2005 - March 2006
Skills
Enterprise Software, CRM, Management, Business Analysis, SAP Business One, ERP, Cloud Computing, Business Intelligence, SaaS, Analysis, Consulting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2008
BA in Business Administration, Corporate, Banking, and International Finance
Brigham Young University 2003 — 2005
Pre-Medical
Viking Pioneer Business Solutions November 2014 - Present
Navigator Business Solutions February 2009 - October 2014
Janes Capital Partners October 2008 - January 2009
Lindorf Partnership August 2005 - September 2008
Bohm, Matsen, Kegal & Aguilera, LLP October 2005 - March 2006
Skills
Enterprise Software, CRM, Management, Business Analysis, SAP Business One, ERP, Cloud Computing, Business Intelligence, SaaS, Analysis, Consulting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2008
BA in Business Administration, Corporate, Banking, and International Finance
Brigham Young University 2003 — 2005
Pre-Medical
Aaron Chen's Janes Capital Partners Experience June 2012 - August 2012
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Global Hunter Securities October 2012 - February 2013
Janes Capital Partners June 2012 - August 2012
Morgan Joseph TriArtisan LLC July 2011 - September 2011
Skills
Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Valuation, Financial Modeling, Capital Markets, Capital IQ, Microsoft Excel, Bloomberg Terminal, DCF, LBO, Adobe Creative Suite, FactSet, Investment Banking
Education
New York University
Bachelor of Arts, Economics
Diamond Bar High School
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Global Hunter Securities October 2012 - February 2013
Janes Capital Partners June 2012 - August 2012
Morgan Joseph TriArtisan LLC July 2011 - September 2011
Skills
Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Valuation, Financial Modeling, Capital Markets, Capital IQ, Microsoft Excel, Bloomberg Terminal, DCF, LBO, Adobe Creative Suite, FactSet, Investment Banking
Education
New York University
Bachelor of Arts, Economics
Diamond Bar High School
Kendall K. Fukumoto Kendall K. Fukumoto's Janes Capital Partners Experience January 2014 - Present
Job Analyst at Janes Capital Partners
Industry Investment Banking
Experience
Janes Capital Partners January 2014 - Present
Aleutian Capital Partners January 2012 - December 2013
Aleutian Capital Partners October 2011 - December 2011
Education
Fordham University 2007 — 2011
B. Sc., Major in Engineering Physics, Minor in Business Administration
Stevenson School 2003 — 2007
Pebble Beach, CA
Janes Capital Partners January 2014 - Present
Aleutian Capital Partners January 2012 - December 2013
Aleutian Capital Partners October 2011 - December 2011
Education
Fordham University 2007 — 2011
B. Sc., Major in Engineering Physics, Minor in Business Administration
Stevenson School 2003 — 2007
Pebble Beach, CA
Ilana Germaine Ilana Germaine's Janes Capital Partners Experience March 2015 - Present
Job Vice President at Janes Capital Partners
Industry Investment Banking
Experience
Janes Capital Partners March 2015 - Present
Janes Capital Partners July 2013 - March 2015
Tiffany & Co. May 2012 - August 2012
AHAVA North America August 2011 - May 2012
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2007 - 2009
Giorgio Armani 2006 - 2006
Skills
Business Development, Financial Analysis, Banking, Financial Modeling, Fixed Income, Corporate Finance, Marketing, Valuation, Finance, Bloomberg, Private Equity, Investments
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
UNC Chapel Hill 2003 — 2007
BS, Business Administration
Janes Capital Partners March 2015 - Present
Janes Capital Partners July 2013 - March 2015
Tiffany & Co. May 2012 - August 2012
AHAVA North America August 2011 - May 2012
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2007 - 2009
Giorgio Armani 2006 - 2006
Skills
Business Development, Financial Analysis, Banking, Financial Modeling, Fixed Income, Corporate Finance, Marketing, Valuation, Finance, Bloomberg, Private Equity, Investments
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
UNC Chapel Hill 2003 — 2007
BS, Business Administration
David Janes's Janes Capital Partners Experience ChairmanJanes Capital Partners1997 - Present
Job Chairman at Janes Capital Partners
Industry Aviation & Aerospace
Experience
JANES CAPITAL PARTNERS ChairmanJanes Capital Partners1997 - Present
Skills
Mergers, Financial Analysis, Due Diligence, Financial Modeling, Investment Banking, Valuation
Education
Harvard University
Executive Program
University of Wisconsin
Bachelor of Science (BS), Economics
JANES CAPITAL PARTNERS ChairmanJanes Capital Partners1997 - Present
Skills
Mergers, Financial Analysis, Due Diligence, Financial Modeling, Investment Banking, Valuation
Education
Harvard University
Executive Program
University of Wisconsin
Bachelor of Science (BS), Economics
Leon Chen Leon Chen's Janes Capital Partners Experience June 2010 - September 2011
Job Manager of Finance & Strategy at JBCStyle Fashion Recruiters
Industry Financial Services
Experience
JBCStyle Fashion Recruiters October 2014 - Present
JBCStyle Fashion Recruiters October 2013 - October 2014
PrivCo September 2012 - October 2013
Janes Capital Partners June 2010 - September 2011
Janes Capital Partners February 2010 - May 2010
Lincoln International February 2009 - August 2009
FastTrack Fundraising January 2009 - March 2009
Skills
Microsoft Office, Capital IQ, LexisNexis, Hoovers, Financial Modeling, Mergers, Investment Banking, Financial Analysis, Valuation, Due Diligence, DCF, Industry Analysis, Accounting, Data Analysis, PowerPoint, Word, Excel, Mandarin, Business Valuation, Industry Research, Analysis, Sell Side, M&A experience, Business Analysis, Market Research, Chinese, Investments, Venture Capital, Corporate Finance, Mergers & Acquisitions, Strategy, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2006 — 2010
Bachelor's, Business Economics, Psychology
JBCStyle Fashion Recruiters October 2014 - Present
JBCStyle Fashion Recruiters October 2013 - October 2014
PrivCo September 2012 - October 2013
Janes Capital Partners June 2010 - September 2011
Janes Capital Partners February 2010 - May 2010
Lincoln International February 2009 - August 2009
FastTrack Fundraising January 2009 - March 2009
Skills
Microsoft Office, Capital IQ, LexisNexis, Hoovers, Financial Modeling, Mergers, Investment Banking, Financial Analysis, Valuation, Due Diligence, DCF, Industry Analysis, Accounting, Data Analysis, PowerPoint, Word, Excel, Mandarin, Business Valuation, Industry Research, Analysis, Sell Side, M&A experience, Business Analysis, Market Research, Chinese, Investments, Venture Capital, Corporate Finance, Mergers & Acquisitions, Strategy, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2006 — 2010
Bachelor's, Business Economics, Psychology
Douglas Bartels Douglas Bartels's Janes Capital Partners Experience 2010 - 2013
Job Vice President, Seabury Group
Industry Defense & Space
Experience
Seabury Group 2014 - Present
US Air Force Reserve 1995 - Present
Kratos Defense and Security Solutions 2013 - 2014
Janes Capital Partners 2010 - 2013
Edgeview Partners 2007 - 2009
Education
Air War College - The Air University, U.S. Air Force 2014 — 2015
Master of Strategic Studies
Duke University - The Fuqua School of Business 2006 — 2007
Master of Business Administration (M.B.A.)
Embry-Riddle Aeronautical University 2002 — 2003
Master of Aeronautical Science
United States Air Force Academy 1991 — 1995
Bachelor of Science (B.S.)
Seabury Group 2014 - Present
US Air Force Reserve 1995 - Present
Kratos Defense and Security Solutions 2013 - 2014
Janes Capital Partners 2010 - 2013
Edgeview Partners 2007 - 2009
Education
Air War College - The Air University, U.S. Air Force 2014 — 2015
Master of Strategic Studies
Duke University - The Fuqua School of Business 2006 — 2007
Master of Business Administration (M.B.A.)
Embry-Riddle Aeronautical University 2002 — 2003
Master of Aeronautical Science
United States Air Force Academy 1991 — 1995
Bachelor of Science (B.S.)
Alan Chen's Janes Capital Partners Experience May 2011 - August 2011
Job Private Equity Associate at Endeavour Capital
Industry Investment Management
Experience
Endeavour Capital September 2014 - Present
Piper Jaffray July 2012 - July 2014
Janes Capital Partners May 2011 - August 2011
Moreton Fig August 2010 - May 2011
Bank of America Merrill Lynch June 2009 - August 2009
Beacon Point Corporation August 2008 - March 2009
Café Orleans February 2007 - September 2007
Skills
Financial Modeling, Mergers, Valuation, Equities, Mergers & Acquisitions, Economics, Venture Capital, Bloomberg, Leadership, Equity Research, LBO, Capital IQ, Microsoft Office, Investment Banking, Private Equity
Education
University of Southern California - Marshall School of Business 2009 — 2011
Bachelor of Science Business Administration, Finance and Business Economics
University of California, Irvine 2007 — 2009
Bachelor of Business Economics, Finance & Economics
Endeavour Capital September 2014 - Present
Piper Jaffray July 2012 - July 2014
Janes Capital Partners May 2011 - August 2011
Moreton Fig August 2010 - May 2011
Bank of America Merrill Lynch June 2009 - August 2009
Beacon Point Corporation August 2008 - March 2009
Café Orleans February 2007 - September 2007
Skills
Financial Modeling, Mergers, Valuation, Equities, Mergers & Acquisitions, Economics, Venture Capital, Bloomberg, Leadership, Equity Research, LBO, Capital IQ, Microsoft Office, Investment Banking, Private Equity
Education
University of Southern California - Marshall School of Business 2009 — 2011
Bachelor of Science Business Administration, Finance and Business Economics
University of California, Irvine 2007 — 2009
Bachelor of Business Economics, Finance & Economics
Cheng Dao Cheng Dao's Janes Capital Partners Experience June 2009 - July 2009
Job Manager, Integrated Digital Analytics at Kelley Blue Book
Industry Automotive
Experience
Kelley Blue Book May 2014 - Present
Kelley Blue Book December 2013 - May 2014
Granite Seed Company (Portfolio Company of Marwit Capital) January 2011 - April 2014
Kelley Blue Book December 2011 - December 2013
Marwit Capital February 2010 - December 2011
C. K. Cooper & Company August 2009 - December 2009
Janes Capital Partners June 2009 - July 2009
Liberty Realty December 2005 - August 2008
The Lending Connection November 2006 - July 2007
Autograph Collector Magazine January 2005 - April 2005
Skills
Forecasting, Sensitivity Analysis, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation, MicroStrategy Reporting, Omniture, Discover, DoubleClick for..., Mergers & Acquisitions, Investment Banking, Corporate Finance, Strategic Planning, Business Strategy
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2010
MBA, Business, Finance
University of California, Riverside 2000 — 2005
B.S., Business Administration
Kelley Blue Book May 2014 - Present
Kelley Blue Book December 2013 - May 2014
Granite Seed Company (Portfolio Company of Marwit Capital) January 2011 - April 2014
Kelley Blue Book December 2011 - December 2013
Marwit Capital February 2010 - December 2011
C. K. Cooper & Company August 2009 - December 2009
Janes Capital Partners June 2009 - July 2009
Liberty Realty December 2005 - August 2008
The Lending Connection November 2006 - July 2007
Autograph Collector Magazine January 2005 - April 2005
Skills
Forecasting, Sensitivity Analysis, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation, MicroStrategy Reporting, Omniture, Discover, DoubleClick for..., Mergers & Acquisitions, Investment Banking, Corporate Finance, Strategic Planning, Business Strategy
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2010
MBA, Business, Finance
University of California, Riverside 2000 — 2005
B.S., Business Administration
Stephen Perry's Janes Capital Partners Experience June 1997 - Present
Job Managing Director, Janes Capital Partners
Industry Investment Banking
Experience
Janes Capital Partners June 1997 - Present
California Manufacturing Enterprises June 1994 - May 1997
Kayne Anderson (dba KA Industries) September 1991 - March 1994
Credit Suisse First Boston June 1991 - September 1991
Irving Trust Company September 1985 - June 1989
Skills
Mergers, Investment Banking, Corporate Finance, Aerospace, Defense, Cross-border M&A, Business Strategy, Corporate Development, Private Equity, Management Consulting, Valuation, Strategy, Negotiation, Mergers & Acquisitions, Portfolio Management, M&A experience, Leadership, Joint Ventures, Restructuring, Finance, LBO, Divestitures, Capital Markets, Capital, Due Diligence, Investments, Venture Capital, Financial Modeling, Executive Management, Equities, Private Placements, Recapitalizations, Business Valuation, Acquisitions, Mezzanine, Growth Capital, Leveraged Finance, Deal Sourcing, Buyouts, Financial Structuring, Acquisition Integration, Capital Raising, IPO, High Yield, Middle Market
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
Georgetown University 1981 — 1985
BS, Finance & Accounting
Janes Capital Partners June 1997 - Present
California Manufacturing Enterprises June 1994 - May 1997
Kayne Anderson (dba KA Industries) September 1991 - March 1994
Credit Suisse First Boston June 1991 - September 1991
Irving Trust Company September 1985 - June 1989
Skills
Mergers, Investment Banking, Corporate Finance, Aerospace, Defense, Cross-border M&A, Business Strategy, Corporate Development, Private Equity, Management Consulting, Valuation, Strategy, Negotiation, Mergers & Acquisitions, Portfolio Management, M&A experience, Leadership, Joint Ventures, Restructuring, Finance, LBO, Divestitures, Capital Markets, Capital, Due Diligence, Investments, Venture Capital, Financial Modeling, Executive Management, Equities, Private Placements, Recapitalizations, Business Valuation, Acquisitions, Mezzanine, Growth Capital, Leveraged Finance, Deal Sourcing, Buyouts, Financial Structuring, Acquisition Integration, Capital Raising, IPO, High Yield, Middle Market
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
Georgetown University 1981 — 1985
BS, Finance & Accounting
Jean-Laurent Pouliot's Janes Capital Partners Experience August 2011 - January 2012
Job Commercial Real Estate Associate at Freddie Mac
Industry Investment Banking
Experience
Freddie Mac January 2015 - Present
Freddie Mac November 2013 - January 2015
OneWest Bank February 2013 - July 2013
Promontory Financial Group, LLC July 2012 - January 2013
The Seaport Group May 2012 - September 2012
Janes Capital Partners August 2011 - January 2012
United States Bankruptcy Court January 2010 - May 2010
Chapman University School of Law Alternative Dispute Resolution Board May 2009 - May 2010
Chapman Law Courier September 2007 - May 2010
American Bar Association - Law Student Division May 2009 - April 2010
Skills
Real Estate Finance, Multifamily Financing, Agency Debt, Underwriting, Commercial Real Estate, Financial Modeling, Excel, REIS, Due Diligence, Analysis, Argus Modeling, Valuation, Legal Research, Microsoft Word, Contract Negotiation, Economics, Finance, Investment Banking, Mergers, Research, PowerPoint, Word, Microsoft Office, Problem Solving, Writing, Budgeting, Corporate Law, Financial Analysis, Negotiation, Outlook, Mergers & Acquisitions
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2011
MBA, Finance and Real Estate, 3.7
Chapman University, School of Law 2007 — 2010
J.D., Law
Irvine Valley College 2006 — 2007
Non-Degree, Real Estate
University of Toronto - Rotman School of Management 2002 — 2005
B. Commerce, Economics, Finance, Marketing and Accounting
Freddie Mac January 2015 - Present
Freddie Mac November 2013 - January 2015
OneWest Bank February 2013 - July 2013
Promontory Financial Group, LLC July 2012 - January 2013
The Seaport Group May 2012 - September 2012
Janes Capital Partners August 2011 - January 2012
United States Bankruptcy Court January 2010 - May 2010
Chapman University School of Law Alternative Dispute Resolution Board May 2009 - May 2010
Chapman Law Courier September 2007 - May 2010
American Bar Association - Law Student Division May 2009 - April 2010
Skills
Real Estate Finance, Multifamily Financing, Agency Debt, Underwriting, Commercial Real Estate, Financial Modeling, Excel, REIS, Due Diligence, Analysis, Argus Modeling, Valuation, Legal Research, Microsoft Word, Contract Negotiation, Economics, Finance, Investment Banking, Mergers, Research, PowerPoint, Word, Microsoft Office, Problem Solving, Writing, Budgeting, Corporate Law, Financial Analysis, Negotiation, Outlook, Mergers & Acquisitions
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2011
MBA, Finance and Real Estate, 3.7
Chapman University, School of Law 2007 — 2010
J.D., Law
Irvine Valley College 2006 — 2007
Non-Degree, Real Estate
University of Toronto - Rotman School of Management 2002 — 2005
B. Commerce, Economics, Finance, Marketing and Accounting
Alec Alessi, MBA's Janes Capital Partners Experience January 2008 - July 2009
Job Financial Professional
Industry Retail
Experience
AeroVironment August 2015 - Present
Trojan Battery Company March 2014 - August 2015
Exxel Outdoors, Inc. June 2013 - March 2014
C. K. Cooper & Company August 2009 - January 2013
Janes Capital Partners January 2008 - July 2009
Lanak & Hanna 2001 - 2006
Skills
Aerospace, Defense, Mergers, Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Investments, Asset Managment, Finance, Accounting, Strategic Financial..., Equities, Strategic Planning, Industry Research, Market Research, Series 7, Series 63, Microsoft Word, Microsoft Excel, PowerPoint, Private Equity, Mergers & Acquisitions, Asset Management, Forecasting, Capital Markets, Financial Planning
Education
Chapman University 2007 — 2008
MBA, Finance, 3.6
California State University Long Beach 2001 — 2005
Bachelor's degree, Sociology
Irvine High 1995 — 1999
AeroVironment August 2015 - Present
Trojan Battery Company March 2014 - August 2015
Exxel Outdoors, Inc. June 2013 - March 2014
C. K. Cooper & Company August 2009 - January 2013
Janes Capital Partners January 2008 - July 2009
Lanak & Hanna 2001 - 2006
Skills
Aerospace, Defense, Mergers, Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Investments, Asset Managment, Finance, Accounting, Strategic Financial..., Equities, Strategic Planning, Industry Research, Market Research, Series 7, Series 63, Microsoft Word, Microsoft Excel, PowerPoint, Private Equity, Mergers & Acquisitions, Asset Management, Forecasting, Capital Markets, Financial Planning
Education
Chapman University 2007 — 2008
MBA, Finance, 3.6
California State University Long Beach 2001 — 2005
Bachelor's degree, Sociology
Irvine High 1995 — 1999
Ali Beheshti's Janes Capital Partners Experience August 2008 - May 2009
Job Chief Executive Officer
Industry Mental Health Care
Experience
Healing Path Recovery November 2013 - Present
JONES DAY® May 2012 - August 2012
Blonien & Associates May 2011 - August 2011
Wei Laboratories June 2009 - August 2010
Janes Capital Partners August 2008 - May 2009
Skills
Research, Public Speaking, Negotiation, Legal Research, Microsoft Office, Mergers & Acquisitions, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Financial Analysis, Social Media, Business Development, Business Strategy, Leadership
Education
University of California, Davis - School of Law 2010 — 2013
Doctor of Law (J.D.)
University of California, Irvine 2007 — 2009
Bachelor's degree, Political Science, summa cum laude
Healing Path Recovery November 2013 - Present
JONES DAY® May 2012 - August 2012
Blonien & Associates May 2011 - August 2011
Wei Laboratories June 2009 - August 2010
Janes Capital Partners August 2008 - May 2009
Skills
Research, Public Speaking, Negotiation, Legal Research, Microsoft Office, Mergers & Acquisitions, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Financial Analysis, Social Media, Business Development, Business Strategy, Leadership
Education
University of California, Davis - School of Law 2010 — 2013
Doctor of Law (J.D.)
University of California, Irvine 2007 — 2009
Bachelor's degree, Political Science, summa cum laude
Shashwat Mishra's Janes Capital Partners Experience September 2011 - July 2013
Job Investment Banking
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Janes Capital Partners September 2011 - July 2013
Harman International March 2009 - September 2011
Bank of America Merrill Lynch July 2007 - March 2009
Skills
Valuation, Finance, Due Diligence, Investments, Financial Reporting, M&A experience
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Honors
University of Illinois at Urbana-Champaign 2002 — 2006
B.S., Finance / Supply Chain Management
The Doon School 1997 — 2002
Houlihan Lokey July 2015 - Present
Janes Capital Partners September 2011 - July 2013
Harman International March 2009 - September 2011
Bank of America Merrill Lynch July 2007 - March 2009
Skills
Valuation, Finance, Due Diligence, Investments, Financial Reporting, M&A experience
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Honors
University of Illinois at Urbana-Champaign 2002 — 2006
B.S., Finance / Supply Chain Management
The Doon School 1997 — 2002
Brian Karpiel's Janes Capital Partners Experience 2010 - 2012
Job Managing Director Investment Banking at Seabury Group
Industry Airlines/Aviation
Experience
Seabury Group 2012 - Present
Janes Capital Partners 2010 - 2012
Edgeview Partners 2007 - 2009
Lehman Brothers 2000 - 2003
GE June 1992 - August 1998
Skills
Financial Modeling, Corporate Finance, Restructuring, Investment Banking, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Analysis, Structured Finance, Corporate Development, Capital Markets, Financial Structuring, M&A experience, LBO, Finance, Equities, Investments, Leveraged Finance, Strategy
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Stanford University 1991 — 1995
Bachelor of Science (BS), Mechanical Engineering
Seabury Group 2012 - Present
Janes Capital Partners 2010 - 2012
Edgeview Partners 2007 - 2009
Lehman Brothers 2000 - 2003
GE June 1992 - August 1998
Skills
Financial Modeling, Corporate Finance, Restructuring, Investment Banking, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Analysis, Structured Finance, Corporate Development, Capital Markets, Financial Structuring, M&A experience, LBO, Finance, Equities, Investments, Leveraged Finance, Strategy
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Stanford University 1991 — 1995
Bachelor of Science (BS), Mechanical Engineering