We know our greatest assets are our people and our reputation and we guard it carefully. We enjoy a strong esprit de corps—fostering teamwork, collaboration and entrepreneurship. Unlike some of our peers focused on a quick or one size fits all solution, our professionals have extensive advisory, investment and operating backgrounds which we leverage for thoughtful, highly-bespoke solutions. As opposed to the leverage model used by many firms, we commit the full resources of the firm including senior professional skill and attention to manage the entirety of every engagement. Coupled with our core tenets of trust, integrity and unconventional thinking—the outcome are exceptional results for our clients.
Mr. Montminy founded and leads our firm, spearheading its operations, growth and client assignments across the globe in all facets of corporate finance. For over 20 years, Mr. Montminy has led professional service firms and initiated cross-border and domestic mergers and acquisitions, leveraged and management buyouts, and private placements of equity securities, restructurings, business valuations, fairness opinions and strategic advisory assignments. He has advised founders, CEO's and boards of both private and public companies, in a wide range of industries including food and beverage, consumer products, retail, hospitality & leisure, business services, technology and entertainment. Mr. Montminy has led over $5 billion of middle market transaction volume, including nearly $1 billion of cross border transaction volume. He has led CM&Co.'s most notable transactions, setting market peak values for many sell-side transactions. Prior to forming CM&Co., Mr. Montminy was a Managing Director of Los-Angeles-based boutique investment bank Greif & Co., leading a broad range of middle market transactions and co-managing the firm’s expansion with its founder. He was previously the Director of Business Development for multinational law firm Arter & Hadden, LLP and served on the firm's Management Committee.
Mr. Montminy frequently speaks on various corporate finance topics, serving as a keynote speaker and panelist to various business groups, non-profits, universities and corporations. He is frequently quoted by the financial and trade press on M&A news and industry trends. Mr. Montminy has received many industry awards for transactional success, including being named in 2018 to the Los Angeles Business Journal’s “Influential Investment Bankers”. He has been nominated by The M&A Advisor for “Investment Banker of the Year”, “M&A Deal of the Year”, “Consumer Products Discretionary Deal of the Year” and “Industrials Deal of the Year” in 2017, and has won “International Consumer Products & Retail Deal of the Year” in 2014, “40 Under 40” in 2012, and “Financial Services Deal of the Year” in 2005.
Mr. Montminy serves on several private company and non-profit boards and is Chairman of the Montminy Group. He is an active member of Young Presidents’ Organization (YPO) serving on its Board of Directors from 2017–2020. YPO is the premier leadership organization of chief executives in the world, with 27,000 member-run companies employing more than 22 million people in 130 countries and generating USD $9 trillion in annual revenues. Mr. Montminy actively supports charitable organizations related to entrepreneurship, youth, arts, and the environment, including Common Sense Media, JUMP! Foundation, Conservation International, among others. Mr. Montminy holds an M.B.A. from the University of Southern California and attended Case Western Reserve School of Law and a B.A. Summa Cum Laude from Mercyhurst University, where he was an Academic All-American in ice hockey. Mr. Montminy is registered with FINRA and holds the Series 7, 24, 27, 63 and 79 licenses.
Mr. Allan brings to CM&Co. nearly 30 years of diversified investment banking and asset management experience. He oversees operations at the firm and is responsible for institutional relationships and strategic alliances. Prior to CM&Co., Mr. Allan was the President of the Los Angeles Investment Company, LLC, a privately held company that provided advisory services. Previously, Mr. Allan served in senior leadership positions in banking and industry with Cargill, Lehman Bros, Goldman Sachs and Jefferies. Mr. Allan led the MBO of Cargill Investor Services and founded and launched Goals Soccer Centers in the United States. Mr. Allan began his career in his hometown Edinburgh with the asset manager, Ivory and Sime, following his graduation with a degree in accounting. Mr. Allan is registered with FINRA and holds the Series 7, 24, 63 and 79 licenses and is currently a director of the Rose Bowl Legacy Foundation Advisory Board and a member of Foothill Family Services Board of Directors.
Mr. Bakhshandehpour brings to CM&Co. nearly 25 years of experience in direct investing, investment banking and operations. He is the CEO and Managing Partner of The Silverstone Companies, a private hospitality investment platform focused on the hotel, restaurant and lifestyle sectors. Silverstone invests on behalf of family offices seeking minority investments in dynamic brands and operators. Mr. Bakhshandehpour is also the Co-Founder and Principal of Cultivate Hospitality, a full-service food & beverage management and consulting firm that connects real estate developers with industry-leading chefs and operators. He also helped launch a media & entertainment direct investment platform for the Fertitta brothers (UFC, Red Rock Resorts).
Previously, Mr. Bakhshandehpour served as President, CEO and Board Member of sbe Entertainment, a Colony Capital sponsored company, where he was responsible for global strategic growth and all operations across the Hotel, Restaurant and Entertainment Divisions, which employed over 6,000 team members and had a global pipeline of over 4,000 hotel and residential keys across 10 hotel properties and 70 restaurant and entertainment venues. He was recruited to sbe after an extensive track record as a 15-year veteran of Wall Street, spending over 12 years with J.P. Morgan Securities as the Head of Real Estate & Lodging Investment Banking practice on the West Coast and the Gaming Investment Banking practice globally focused on mergers & acquisitions and capital raising. Mr. Bakhshandehpour began his career as a Financial Analyst with Deutsche Bank (formerly Alex. Brown & Sons) based out of New York and Baltimore.
Mr. Bakhshandehpour holds a Bachelor of Science degree in Business Administration from Georgetown University’s McDonough School of Business. He currently serves on the board of The New Home Company (NASDAQ: NWHM), and is a trustee of Georgetown University's McDonough School of Business, and Carlthorp School. He is a founding member of the Georgetown Wall Street Alliance West, and an active member of the Bel Air Chapter of the YPO. Mr. Bakhshandehpour is registered with FINRA and holds the Series 7, 63 and 24 licenses.
Mr. Baccile brings to CM&Co. over 35 years of executive experience in management, real estate and investment banking. He is currently President and CEO of First Industrial Realty Trust (NYSE: FR) and serves as a member of the Board of Directors. Mr. Baccile was previously Joint Global Head of the Real Estate, Lodging and Leisure at UBS Securities, LLC. Prior to that, Mr. Baccile served in various senior leadership roles during his 26-year tenure at J.P. Morgan. Most recently, he was Vice Chairman of J.P. Morgan Securities Inc. He also served as Co-Head of the General Industries Investment Banking Coverage Group which encompassed Real Estate, Lodging, Gaming, Diversified Industrials, Paper Packing and Building Products, and Transportation investment banking. Before that he served as Global Head of J.P. Morgan’s Real Estate, Lodging and Gaming Investment Banking group for 10 years. During his career, Mr. Baccile has been responsible for key customer relationships and more than $250 billion of capital markets and strategic transactions. Mr. Baccile is a member of the National Association of Real Estate Investment Trusts (NAREIT) and The Real Estate Roundtable where he was past Chairman of the Real Estate Capital Policy advisory committee. He is a past trustee of the International Council of Shopping Centers (ICSC) and the Urban Land Institute (ULI). He is also a member of the board of the Fisher Center for Real Estate and Urban Economics at the University of California (Berkeley). He holds an MBA from the Fuqua School of Business at Duke University where he was a Fuqua Scholar and earned his Bachelor of Science degree from Cornell University.
Mr. Bratter has over 23 years of diversified financial experience in the areas of investment banking and commercial banking. He has completed a wide variety of corporate finance transactions including cross-border and domestic mergers and acquisitions, leveraged and management buyouts, underwriting initial and secondary public offerings, private placements of debt and equity securities. Prior to joining CM&Co., Mr. Bratter founded Bratter Enterprises, LLC - an advisory firm providing financial market expertise to middle-market growth companies. Previously, Mr. Bratter was a Senior Vice President with Greif & Co., where he was involved in many of the firms' most notable transactions. Prior to that, he was Vice President in the Corporate Finance Group with Van Kasper & Co., and Vice President with Bank of California in the Commercial Lending Group. Mr. Bratter holds an M.B.A. from the University of Southern California where he graduated with Phi Kappa Phi and Beta Gamma Sigma business honors and a B.S. in Finance from San Diego State University. Mr. Bratter is registered with FINRA and holds the Series 62, 79 and 63 licenses.
Mr. Fitchey brings over 30 years of extensive experience in private equity and operations having founded and managed various investment funds and companies in the U.S., Europe and South Africa, with total invested capital of over $2 billion. Prior to CM&Co., Mr. Fitchey served as the Managing General Partner of British Pacific Partners, a Los Angeles-based advisory firm and merchant bank. Prior to that, Mr. Fitchey was the founder and Managing Partner of M Plus Capital Partners LP, a $100 million leveraged structured equity fund. Previously, Mr. Fitchey was a co-founder and Senior Managing Director of St. Cloud Capital LLC, a Los Angeles based Debenture SBIC. He was also a co-founder and Chairman/CEO of European Capital Ventures plc, a London-based equity fund focused on creating and building pan-European companies. In addition, Mr. Fitchey was also a co-founder and Partner of Dartford Partners LLC, a San Francisco based entity which created Aurora Foods. In addition, as part of Dartford, he formed, raised the unique funding, and provided onsite management of a new independent PepsiCo bottler in South Africa, which became the first major American brand to re-enter South Africa in 1994 post-Apartheid. Mr. Fitchey started his career in consulting as a Vice-President with AT Kearney and Strategic Planning Associates. He was subsequently a corporate Vice-President at PepsiCo where he was responsible for all planning and corporate acquisition related activities.
Mr. Ghoreichi brings to CM&Co. over 20 years of experience in helping individuals, organizations and businesses in the sports industry, among others. His expertise includes revenue maximization, improve strategy, proper governance, investment decisions, and address commercial, regulatory, organizational and structural matters. As Managing Director of Globus Sports Advisors LLC, Mr. Ghoreichi’s clients include professional soccer clubs, institutional and high net worth investors, and commercial partners. Mr. Ghoreichi holds a Bachelor of Arts Degree in Political Science and History from the University of California, Los Angeles and a Juris Doctor from Whittier Law School.
Mr. Koenig has over 25-years of diverse financial services experience in the areas of corporate banking; leverage finance; subordinated debt financing; equipment leasing; commercial real estate finance; and both primary and secondary loan syndications and trading. Mr. Koenig has completed over $1.5 billion in both senior and subordinated debt/lease transactions encompassing management led buyouts; M&A; international financings; complex commercial real estate; and various structured debt transactions. Before joining CM&Co., Mr. Koenig was the CEO and Director of Northwest Bank where he was responsible for leading the growth and setting the strategic direction of a 3-state, privately owned $500 million asset sized bank. Previously, Mr. Koenig was an Executive Vice President with Western Alliance Bank (NYSE: WAL) in Phoenix, Arizona where he managed various specialty banking groups including corporate finance, leverage finance, equipment leasing, municipal finance, resort finance, and the Bank’s equity investments in several SBIC funds. Prior to WAL, he was a SVP/Manager of Comerica Bank’s Arizona based Middle Market Banking Group. Prior to Comerica, Mr. Koenig was a Strategy Consultant with Anderson Consulting in Los Angeles where he advised clients on various aspects of brand strategy, efficiency enhancement, and value creation through EVA frameworks. Prior to Anderson, he was employed as a Vice President in the Real Estate Industries Division of City National Bank (CNB) in Los Angeles where he was responsible for financing numerous large construction projects and established the bank’s real estate mezzanine finance program. Prior to CNB, Mr. Koenig was employed with both Weyerhaeuser Reality Ventures and with Home Capital Development Group where he was a financial analyst in their respective real estate private equity groups, responsible for analyzing the viability of both new commercial and subdivision development projects. Mr. Koenig holds an MBA in Corporate Finance from the University of Southern California where he graduated with Beta Gamma Sigma Honors and a B.A. in Economics from San Diego State University. Mr. Koenig is registered with FINRA and holds the Series 63 and 79 licenses.
Mr. Laver brings to CM&Co. over 30 years of real estate development, operations, sales and investments for some of North America’s premier companies. He was a national Partner of Trammell Crow Company in the early 1990s, Chief Operating Officer of Brookfield Properties, and the first President of its facilities management business (now BrookfieldGIS). Mr. Laver was also Chief Operating Officer and a founding Partner of Bentall Capital (now Bentall Kennedy). Since 2004, Mr. Laver has operated and led several companies in the lifestyle real estate sector. He was President of Intrawest's luxury residence club division, where he developed and sold successful resort projects in California, Colorado, and Canada. Mr. Laver was also President of the global sales and marketing firm Playground, where his teams sold over $4 billion of real estate in 15 countries. In 2009 he co-founded Forte International, a lifestyle real estate marketing/sales company that he continues to advise. In 2010 he became an owner of Sotheby's International Realty Canada, building it into the largest franchise for that brand prior to selling the business in 2014. Mr. Laver was educated at Principia College and Harvard Business School, and is an active participant and speaker at real estate industry associations in the US and Canada. Mr. Laver is registered with FINRA and holds the Series 63 and 79 licenses.
Mr. Leaman brings to CM&Co. over 35 years of diversified investment banking, accounting and consulting experience, both in the US and UK. Prior to CM&Co., Mr. Leaman was a board member, consultant and outsourced CFO to over a dozen Los Angeles-based companies. He has successfully concluded over 50 transactions. Previously, Mr. Leaman served in senior leadership positions in banking, founding in the UK Buckingham Corporate Finance and Invex Corporate Finance, as well as serving as a partner at Blick Rothenberg. He has served as a public company board member to Enteq Upstream PLC, Markheath PLC and Octopus Investments VCT3 PLC, an energy fund. Mr. Leaman is the current Chair of the CFO Leadership Forum in Los Angeles, a founder of the LA Chapter of the Private Directors Association and on the Board of the Jewish Federation of Los Angeles’ CSI. He is also a Fellow of the Institute of Chartered Accountants (FCA) in England and Wales and former Vice-Chair of the Corporate Finance Faculty. Mr. Leaman graduated with Honors from the University of Manchester, England.
Mr. McCracken brings to CM&Co. nearly 30 years of experience and relationships as a business operator, consultant, investment banker and venture capitalist. He leads the firm’s Media & Entertainment sector focus. Prior to joining CM&Co. he was the General Partner of MCM Venture Partners, a boutique strategic advisory firm focused on early-stage, high-growth companies across multiple industries specializing in entertainment, digital media and e-commerce. Mr. McCracken has successfully advised major networks, preeminent talent management firms, film and television conglomerates, Hollywood based editorial and production companies, lifestyle TV properties, as well as environmental consulting and design firms. In his capacity at MCM, he also served as the executive coach and thought-partner to over 75 CEO's, Senior Partners and studio heads across dozens of organizations including TV & film studios, production companies, talent management agencies, digital media start-ups and Fortune 500 consulting firms.
Mr. McCracken has also served as CEO, COO and CFO in several companies, including a start-up college campus-based experiential marketing company, a digital entertainment start-up focused on producing premium mobile content for the millennial audience, and a leading health and wellness supplement retail and e-commerce company. Previously, Mr. McCracken was President & COO of UGO Entertainment, a leading online lifestyle property which he sold to Hearst Corporation in 2007. During his career at UGO, Mr. McCracken successfully managed the operational integration of over 7 sizeable acquisitions made by the Company and raised over $102 million in 13 financings and two recapitalizations over an 11-year period. Prior to UGO Entertainment, Mr. McCracken worked as an Associate in the Investment Banking divisions of Donaldson, Lufkin & Jenrette (DLJ) in Los Angeles and Salomon Brothers on Wall Street, advising public and private companies on M&A, debt and equity capital raising and corporate restructurings. Additionally, he participated in various principal investments made by DLJ’s venture capital division, GRP Partners (renamed Upfront Ventures), as well as DLJ’s Merchant Banking Group in the media, technology, retail and healthcare verticals. As an Analyst at Salomon Brothers, he worked on the Equity Capital Markets desk advising companies on initial and secondary public market offerings. Prior to joining Salomon Brothers, Mr. McCracken served as the Director of Business Development at Intel Japan in Tsukuba, Japan, reporting to the President.
Mr. McCracken received his Bachelors in Foreign Service with Honors in International Business Diplomacy and Japanese language proficiency from Georgetown University. Mr. McCracken was an All-American track athlete and the recipient of the School of Foreign Service Scholar-Athlete Award. He received his Masters in Business Administration from Harvard.
Mr. Riggins brings to CM&Co. over 30 years of experience in a variety of corporate finance activities including financial management, cross-border and domestic mergers and acquisitions, valuation, turnarounds, strategic planning, business process design and business combinations. Prior to CM&Co., Mr. Riggins was Director of Client Services at the Corum Group and assisted in the completion of over $600 million in sell-side transactions for 20 clients in the software and IT Services industries. Previously, Mr. Riggins held senior leadership roles in three entrepreneurial companies, for which he raised capital, helped grow, and eventually led successful exits. Prior to that, Mr. Riggins spent 10 years at the ParaMarketing Group, a business strategy and marketing consultancy that helps clients develop go-to-market strategies for new products, service offerings and process redesigns where his clients included Adobe, IBM, Hitachi Data Systems, Cisco, Docent, Segate and Adaptec. Mr. Riggins started his career as an audit partner at KPMG Peat Marwick, where for 21 years he provided audit and financial services to a wide range of privately held and public clients. Mr. Riggins holds a Bachelor of Administration and Accounting Degree from the University of Washington, and previously was licensed as a CPA in Hawaii, Guam and Washington State.
Mr. Spector brings to CM&Co. a combined 40 years of experience in investment banking and operational leadership. He has successfully completed numerous transactions, advising both public and private companies on strategic alternatives, and served for more than two decades as CEO operating multiple food manufacturing companies. His skills include turnaround management, operations and financial restructurings and crisis management, Mr. Spector’s food industry expertise spans packaged snacks, meat, meat snacks, branded and private label consumer items, refrigerated and frozen foods, grocery/center of the store products, bakery and food distribution. Prior to joining CM&Co., Mr. Spector was a principal at JH Chapman Group, an operating partner at FocalPoint Investment Advisors, and head of consumer banking at Ferris Baker Watts, in Baltimore, MD. Mr. Spector was educated at both Ohio University and Johns Hopkins University, and completed the Harvard Business School’s Owner-President Management Program. He has served on the boards of Rymer Foods (NASDAQ:RYMR), La Parisienne Bakery, and the University of Maryland’s William Smith Graduate School of Business and Management-Dingman Center and currently serves on the board of Saval Foods and Deli Brands. Mr. Spector holds a Series 7 and 63 license.
Mr. Iqbal has eight years of diversified investment banking experience. He is involved in CM&Co.’s most notable transactions and supervises the firm's team of junior professionals. Prior to joining CM&Co., Mr. Iqbal was an Associate at Telos Advisors, a Los Angeles investment bank specializing in media & technology companies. While at Telos, Mr. Iqbal was integrally involved in the firm's M&A, private placement and strategic advisory practices. Prior to that, he was an industry generalist at New Century Capital Partners, where Mr. Iqbal advised a variety of privately-held companies in M&A and private placement transactions. Mr. Iqbal is registered with FINRA and holds the Series 63 and 79 licenses.
Mr. On has six years of investment banking and private equity experience in a broad range of industries. Prior to joining CM&Co., Mr. On was a Senior Analyst at Gryphon Investors, a San Francisco-based middle market private equity firm. At Gryphon, Mr. On assisted with the sourcing, analyzing, structuring, financing and execution of transactions. Prior to that, he was an investment banking analyst at Wells Fargo Securities where he helped raise debt for companies across multiple industries as part of the Leveraged Finance Group. Mr. On received his B.A. in Economics from the University of California, Berkeley. Mr. On is registered with FINRA and holds Series 63 and 79 licenses.
Mr. Bernal has ten years of generalist management, investment banking and private equity experience. Prior to CM&Co., Mr. Bernal was an Intern Analyst at Arrowroot Capital, a private equity firm based in Santa Monica, CA. Mr. Bernal has particular expertise in mergers & acquisitions for the manufacturing, retail, consumer and business services industries. Prior to that, Mr. Bernal spent over seven years as a Project Manager for CJ Bernal Construction, a family-owned commercial and residential construction company, where he oversaw a myriad of construction projects from start to finish. He graduated from the University of California, Los Angeles with a B.A. major in economics. Mr. Bernal is registered with FINRA and holds the Series 79 and 63 licenses.
Michael Cohen has four years of generalist investment banking experience. Prior to CM&Co. he was an Analyst at Oberon Securities, LLC, a boutique investment bank headquartered in New York City. While at Oberon, Mr. Cohen focused on growth capital raising and mergers & acquisitions for the TMT, business services, retail and consumer industries. Prior to that Mr. Cohen was an Analyst at Ladenburg Thalmann & Co., Inc. where his team performed initial public offerings, follow-on capital raises, and private placement offerings for high yield investment vehicles. Mr. Cohen graduated from the University of Miami with a B.B.A and a concentration in Finance. Mr. Cohen is registered with FINRA and holds Series 63 and 79 licenses.
Mr. Liu brings to CM&Co. investment banking and private equity experience in a wide range of industries. Prior to joining CM&Co., Mr. Liu was an Analyst Intern at CEC Capital, a leading international investment bank headquartered in Beijing with office in Los Angeles. At CEC Capital, Mr. Liu focused on cross-border M&A and capital raising transactions in the technology and healthcare industries. Prior to that, he was an Analyst Intern at Solganick & Co., where he provided support for M&A advisory services to technology companies. Previously, Mr. Liu was an Analyst Intern at Avon Growth Management, a private equity search fund in Los Angeles. Mr. Liu received his B.A. in Business Economics, Cum Laude, from the University of California, Los Angeles.
Yao Lu has three years of generalist investment banking, asset management, and wealth management experience. Most recently, he was an Associate at Capital Stone Holdings, a privately held international private investment firm focusing on venture capital, buyouts, and real estate related asset management headquartered in Los Angeles. While at Capital Stone, Mr. Lu focused on fund raising and mergers & acquisitions for transactions in the real estate and food industries. Preceding his time at Capital Stone, Mr. Lu was an Associate at Ping An Trust Co., Ltd., where his group provides private wealth management and asset management services to institutional clients. Mr. Lu graduated from the University of Toronto with a Bachelor of Science in Actuarial Science and Economics.
Mr. Park brings to CM&Co. over 10 years of accounting experience in the financial services industry. He provides accounting support to CM&Co. and the CREO Group, including the accounting functions, preparation and consolidation of financial statements, analysis of management reports, general ledger, and budgeting. In conjunction with the firm's CEO, FINOP and outside auditors, Mr. Park handles associated regulatory filings including annual audit procedures. Previously he founded and led the Pro Academy Center.
Ms. Lyon has seven years of administrative, operational and accounting experience in the financial services and entertainment industries. She manages all aspects of CM&Co.’s operations including accounting, compliance, facilities and human resources. Prior to CM&Co., Ms. Lyon worked at GHC Housing Partners and Direct Cinema Limited. Ms. Lyon graduated from the University of California at Los Angeles with a B.A. in History and is currently working towards obtaining a CPA license.
Dr. Montminy is a renowned author, television host and consultant to executives, celebrities and corporations on matters of health, wellness and mental fitness. She provides support to CM&Co. on various client matters and guides the firm’s environment towards a motivated, success-driven and human-centric company culture. She is a member of the American Psychological Association, serves on several Scientific Advisory Boards including the Institute for Applied Positive Research and Lovevery, and is a Director in the Montminy Group. She graduated with Honors from Pomona College and holds Masters and Doctorate degrees in Clinical Psychology from the Chicago School of Professional Psychology, along with a Certification in Nutrition from Cornell University.
Dr. Montminy has partnered with industry leading non-profits such as the JUMP! Foundation, YPO, Common Sense Media, The Giving Keys, and a variety of schools and universities around resilience programs. Some of her corporate clients include: Saks Fifth Avenue, Coca-Cola, Estee Lauder, Smashbox, Nivea, Chobani, PopSugar, Dove, Downy, Gillette, Adidas, New Balance, Reebok, Victoria’s Secret, Physique57, Fabletics, Thrive Market, Foodstirs, Lorna Jane, Flywheel, Suja Juice, Amazing Grass, Wedderspoon, Gaia Herbs, Lovevery, HMSHost, KPMG, Bank of America, Soho House, University of California, Los Angeles, Pepperdine University, Pomona College, Business School of Latvia, Wharton School of Business, University of Pennsylvania, National Association of Women’s Business Owners, Los Angeles Business Journal, Commercial Real Estate Women Network and the Oregon Department of Education.
Ms. Argueta provides a wide range of administrative and marketing support to CM&Co. Previously, she worked in variety of administrative and accounting roles at Oro Capital Advisors, Target and UCLA. Ms. Argueta has also spent a considerable amount of time volunteering with non-profits such as Habitat for Humanity, Neighborhood Legal Services of Los Angeles County and the California-Pacific Neighborhood Immigration Clinic. Ms. Argueta graduated from the University of California, Los Angeles with a Bachelor of Arts in Global Studies.
Mr. Bortz serves as a Managing Partner of CREO Capital Partners and Chairman of the CREO Group. He has 25 years of experience in public market investing, private equity investing, investment banking and accounting. Previously, Mr. Bortz served as a Senior Vice President at Lehman Brothers focused on business and professional services sub-sectors, including the security, staffing, human capital management, facilities services, consulting services, marketing services and business process outsourcing sectors. Prior to that, Mr. Bortz served as a Vice President in investment banking at Credit Suisse, focusing on providing a full suite of investment banking services to mid- and large-cap companies in the Western United States. Prior to that, Mr. Bortz served as a senior manager in the business assurance practice at Ernst and Young. Mr. Bortz graduated from the University of Cape Town with a Bachelor of Business Science degree. He is qualified as a Chartered Accountant in South Africa as well as in England & Wales.
We maintain a skilled team of analysts and interns recruited directly from major universities, leading investment banks and private equity firms. Our intern program is highly sought after and has led to full-time employment at CM&Co. as well other leading investment banks. We also enjoy, on an as-needed, basis exclusive access to additional junior professional resources through our affiliated companies and strategic partners.
Ms. Hutter joins CM&Co. with nearly 20 years of investment banking and placement experience. She is integrally involved in the firm’s real estate group and fund placement efforts. Ms. Hutter is also the co-founder and CEO of the KAP Group, advising real estate and private equity fund managers globally. Prior to founding KAP, she was a Vice President in the Real Estate Private Fund Group at Credit Suisse, responsible for raising capital from institutional investors for private real estate managers globally. Before her distribution role, Ms. Hutter advised and prepared real estate managers through each stage of the capital raising process, including real estate private fund and joint venture opportunities in the U.S., Europe, Latin America and Asia representing over $5 billion in equity raised. Prior to that, she was a founding member of DLJ Strategic Partners, a private equity fund focused on secondary limited partnership opportunities in private funds globally.
Ms. Hutter started her career in the Real Estate Finance and Securitization Group at Donaldson, Lufkin, and Jenrette. She earned a Master of Business Administration from the Harvard Business School, where she continues to be involved in alumni fundraising initiatives. She graduated magna cum laude from Southern Methodist University with a Bachelor of Business Administration. Ms. Hutter serves as a Board Member for Civic Builders, a non-profit real estate firm that builds charter schools in underserved areas in and around the Northeast U.S. She is on the Board of Trustees for Sierra Nevada College, and she is also a Board Member of the Harvard Club of Northern Nevada.
Mr. Donahue serves as the Chief Financial Officer and Executive Vice President of Alterra Mountain Company. Alterra Mountain Company owns and operates a range of recreation, hospitality, real-estate development, food and beverage and retail businesses, including 13 year-round destinations, including the world’s largest heli-ski operation. Mr. Donahue previously served 19 years at JPMorgan Chase & Co. building, growing, and running debt businesses in the North American and Asia Pacific regions. Most recently he served as head of JPMorgan’s Leveraged Finance Capital Markets Group as the top debt desk on Wall Street, helping to raise tens of billions of dollars for sponsor-led companies and public corporations. Prior to JPMorgan Mr. Donahue was a partner at Blackstone’s GSO Capital Partners and served as a corporate securities attorney at Battle Fowler LLP.