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.
VINCENT CATALANO, CFA
GLOBAL INVESTMENT STRATEGIST
BILL MARK
ASSOCIATE PARTNER
PAUL VALENCIA
ASSOCIATE PARTNER
Rhett Collver
ASSOCIATE PARTNER
EMILY MARK
SENIOR ASSOCIATE
ALEXANDER GRIGORIAN
BUSINESS INTELLIGENCE ANALYST
