Our Story

We were founded in 1994 as Credit Sovereign to serve as the U.S. private equity and real estate investment correspondent of a European-based agri-commodities business family. In 1999, we became part of Lehman Brothers, helping downstream energy sector businesses access capital and strategic advice, now as part of a $280 billion financial firm. In 2002, our team separated its business from Lehman Brothers, proceeding to grow as an independent firm. To grow, we strategically co-founded or strategically invested in financial firms focused on enabling success in the middle market. Our team members operate across multiple time zones, dedicated to empowering the middle market. 

ARMEN GRIGORIAN

FOUNDER

Newport Beach

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VINCENT CATALANO, CFA

GLOBAL INVESTMENT STRATEGIST

New York

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BILL MARK

ASSOCIATE PARTNER

Atlanta

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PAUL VALENCIA

ASSOCIATE PARTNER

Newport Beach

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Rhett Collver

ASSOCIATE PARTNER

Newport Beach

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EMILY MARK

SENIOR ASSOCIATE

Atlanta

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ALEXANDER GRIGORIAN

BUSINESS INTELLIGENCE ANALYST

Newport Beach

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