ORIX Mezzanine & Private Equity hires Berty as MD

ORIX Mezzanine & Private Equity, a business unit of ORIX USA, has named Zoltan Berty as a managing director. Previously, Berty was managing director at Gladstone Capital Corp.


DALLAS (Feb. 21) ORIX Mezzanine & Private Equity (OMPE), a business unit of Dallas-based ORIX USA, announced today the addition of Zoltan Berty to its team as a Managing Director.

Bringing over 25 years of transactional experience across multiple industries and diversified markets, Berty will be primarily responsible for business development and investment activities in the Western United States. Based in Newport Beach, California, his emphasis will be providing equity to independent sponsors on buyout transactions, while also working with funded equity sponsors, family offices, and directly with entrepreneurs and management teams.

Prior to joining ORIX USA, Berty served as Managing Director for Gladstone Capital Corporation, where he originated new investment opportunities and coordinated the due diligence and execution of transactions. Berty has prior experience with Caltius Mezzanine, D.E. Shaw & Co.’s Direct Capital Group and CapitalSource Finance.

“We are pleased to have Zoltan join our team to establish a dedicated presence on the West Coast,” said Jeff Sangalis, Managing Director and Head of OMPE. “Zoltan’s experience, reputation and extensive relationships in the industry make him a welcome addition to our team.”

ORIX Mezzanine & Private Equity
ORIX Mezzanine & Private Equity expands alternatives for lower-mid to middle-market companies throughout North America by offering standalone equity investments (control and non-control), flexible mezzanine capital or a combination of the two strategies. Investments are predominantly with independent sponsors and also include investments with funded equity sponsors, family offices, entrepreneurs and management teams. Typical investments are initially in the $10 million to $30 million range with the ability to further grow to support our clients’ success.

ORIX Mezzanine & Private Equity is a business unit of ORIX USA, a Dallas-based financial services firm that has been providing innovative capital solutions that clients need to propel their business to the next level since 1981. With more than 900 employees spanning nearly 20 offices across the U.S. and Brazil, ORIX USA and its family of companies hold $8 billion of assets and manage an additional $34 billion, approximately. Its parent company, ORIX Corporation, is a Tokyo-based, publicly owned international financial services company with operations in 36 countries and regions worldwide. ORIX Corporation is listed on the Tokyo (8591) and New York Stock Exchanges (IX). For more information on ORIX Mezzanine & Private Equity, visit www.orixmpe.com or www.orix.com.