Aequitas Capital expands capital markets capabilities with two hires

Aequitas Capital has expanded its capital markets team. The firm hired Jeff Mazer, a former Bank of America Merrill Lynch executive, as senior managing director of capital markets and treasury. He will be responsible for managing the firm’s portfolio of investment offerings, executing senior and junior debt and credit strategies and working as an advisor to executive management. The firm also brought on Katya Baron as a managing director of capital markets. Baron previously worked at Sterne Agee, Gleacher, Barclays Capital and J.P. Morgan Securities.


Mogl Network raises $8 mln

Mogl Network said Tuesday it raised another $8 million in funding led by Aequitas Capital Management. Also participating in the round were Avalon Ventures, Correlation Ventures, Sigma Partners, Sysco Ventures, Monroe Capital and Moore Venture Partners. San Diego-based Mogl aims to provide an online to offline real-time commerce platform.


Aequitas Capital invests in Independence Bancshares

Aequitas Capital has invested in Independence Bancshares, Inc, a bank holding company developing technology around digital payments. The investment is part of the roughly $8.4 million funding raised by Independence Bancshares to expand its money transfer platform.

Unigo Group buys PrepTalk

Unigo Group, a portfolio company of Aequitas Capital, said Wednesday it has completed its buy of PrepTalk. Financial terms weren’t announced. Los Angeles-based PrepTalk provides webcasting and a video-chat platform for prospective students and administrators.


Aequitas Capital funds Gladstone Analytics

Aequitas Capital has made an undisclosed investment in Gladstone Analytics. Headquartered in Conshohocken, Pennsylvania, Gladstone Analytics is a business intelligence platform provider for financial advisors.

Hickory Growth Partners debuts

Memphis-based Hickory Growth Partners, a financial services company that serves mostly high-net worth customers and institutions in the South and South Central U.S., has launched. Aequitas Capital, Gavion LLC and HighTower will serve as advisors.


Aequitas Capital hires four and promotes one

Aequitas Capital Partners has expanded its team by hiring four new regional directors. Joining the firm are Todd Nelson as southeast regional director; James Kenney as northwest regional director; Whit Whitehouse as southwest regional director; and Bill Hennessey as northeast regional director. Also, the company has promoted Tammy Wood to vice president of sales.


Aequitas Capital beefs up executive team with an addition

Financial services firm Aequitas Capital has named Brian Rice as executive vice president and partner. He has also been appointed president of Aequitas’ wealth management division. Prior to joining Aequitas, Rice worked at KeyBank, where he served as the regional president for Oregon, Washington and Alaska.


Aequitas Capital hires Goldman special situations executive

Aequitas Capital has hired former Goldman Sachs executive Thomas Goila as senior managing director of private credit and private equity. Goila was most recently with Goldman, where he worked for the past nine years in the special situations group as a senior investment professional in the specialty lending group.


Aequitas Capital buys Maple Bay Asset Management

Aequitas Capital said Friday that it has acquired Maple Bay Asset Management. No financial terms were disclosed. Based in Portland, Oregon, Maple Bay is an asset management firm that specializes in consumer and small business loans.


Aequitas Capital announces new hire

Portland, Oregon-based alternative investment firm Aequitas Capital has named Keith E. Gregg as president of Aequitas Capital Partners, the firm’s new investment and advisor operating unit. Previously, Gregg worked at Innovation Equity Partners where he served as founder and CEO.

Aequitas Capital Expands Corporate Headquarters

Credit-focused investment management firm Aequitas Capital has reached a milestone of 100 employees. The company has expanded its staff by 30 percent in both 2011 and 2012. To accommodate staff and business growth, the company is taking another 5,000 square feet at its headquarters at 5300 Meadows Road on Kruse Way in Lake Oswego, where it now occupies the entire fourth floor.

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