JP Morgan

J.P. Morgan is a leading financial institution that provides a diverse range of services to its clients. The company specializes in asset management, commercial banking, investment banking, merchant services, securities services, treasury and payments, and wealth management. With a comprehensive global product platform, J.P. Morgan offers tailored solutions to meet the needs of various clients, including corporations, institutions, and individuals. Additionally, the firm has a focus on commodity risk management, providing essential services in both physical and financial markets. Through its extensive expertise and resources, J.P. Morgan aims to deliver innovative financial solutions while maintaining a commitment to client service.

James Baker

Executive Director, Investment Specialist

Andy Dacy

Managing Director

Nicholas Meer

Managing Director

Rob Tanna-Smith

Executive Director

Vincent Zeng

Vice President, Machine Learning

Past deals in Investment Banking

Newmark

Post in 2025
Newmark is a comprehensive commercial real estate services firm that provides a wide array of solutions for both property owners and occupiers. The company specializes in leasing and corporate advisory services, investment sales, commercial mortgage brokerage, consulting, appraisal and valuation, project management, and property and facilities management. Its expertise spans various sectors, including office, retail, industrial, multifamily, student housing, hotels, data centers, healthcare, self-storage, land, condominium conversions, subdivisions, and special use properties. By offering an integrated platform, Newmark caters to a diverse clientele that includes some of the largest commercial property owners, real estate developers, and investors, along with Fortune 500 and Forbes Global 2000 companies. Through its focus on anticipating future trends, Newmark aims to deliver valuable insights and solutions tailored to the evolving needs of the real estate market.

13o3

Debt Financing in 2022
13o3 is a boutique investment firm specializing in providing tailored solutions to complex and sophisticated business challenges for discerning clientele, mainly high-profile individuals. Launched in 2013 and founded by Asfand Yar Saeed, the company operates under the legal name 13o3 Ltd and is currently active. 13o3's clients have deployed $1 Billion in assets, and the firm functions as a luxury family office. As an invitation-only consultancy, they pride themselves on their exclusivity and discretion. The elite team of experienced consultants at 13o3 is committed to providing bespoke solutions that epitomize perfection and exclusivity. The company is headquartered at 32 London Bridge Street, 24/25, The Shard, London SE1 9SG, United Kingdom, and can be contacted through their email info@13o3.com. For more information about 13o3 and their services, visit their website at https://www.13o3.com or follow their Twitter account, @13o3_HQ.

Aumni

Series B in 2021
Aumni is a data-driven investment analytics platform based in the United States, specifically designed for private capital markets, including venture funds, family offices, university endowments, and corporate venture firms. Founded by former corporate attorneys Tony Lewis and Kelsey Chase in Salt Lake City, Aumni utilizes a combination of artificial intelligence and human expertise to extract and analyze critical deal data from complex legal agreements. The platform provides strategic insights related to the economic positions and legal rights of investors by converting intricate deal data into a clear, complete, and accurate dataset. Additionally, Aumni conducts audits and analyses of transactions to ensure the completeness and accuracy of documentation, thereby enabling investors and venture firms to make informed decisions based on a comprehensive understanding of their investments. The company has successfully analyzed a vast array of private capital data, representing investors with over $1 trillion in assets under management.

13o3

Secondary Market in 2020
13o3 is a boutique investment firm specializing in providing tailored solutions to complex and sophisticated business challenges for discerning clientele, mainly high-profile individuals. Launched in 2013 and founded by Asfand Yar Saeed, the company operates under the legal name 13o3 Ltd and is currently active. 13o3's clients have deployed $1 Billion in assets, and the firm functions as a luxury family office. As an invitation-only consultancy, they pride themselves on their exclusivity and discretion. The elite team of experienced consultants at 13o3 is committed to providing bespoke solutions that epitomize perfection and exclusivity. The company is headquartered at 32 London Bridge Street, 24/25, The Shard, London SE1 9SG, United Kingdom, and can be contacted through their email info@13o3.com. For more information about 13o3 and their services, visit their website at https://www.13o3.com or follow their Twitter account, @13o3_HQ.

H4

Venture Round in 2020
H4 is a digital platform focused on transforming documentation in global financial markets and legal contracts. By offering re-engineered documentation and streamlined workflows, H4 addresses the practical challenges faced by investment banks, law firms, financial investors, issuers, and other market participants. The platform enhances the efficiency and consistency of documentation processes, enabling clients to effectively manage their documentation needs and improve their operational practices.

Global X

Series C in 2016
Seeking to provide access to high-quality and cost-efficient investment solutions, Global X is a New York-based sponsor of exchange-traded funds (ETFs). Founded in 2008, we are distinguished by our smart core, income, alpha, risk management and access suites of ETFs, and we have more than 50 funds available across U.S. and foreign exchanges. Global X is recognized as a leader in providing intelligent investment solutions for our clients.

Yieldstreet

Yieldstreet is a management platform that provides retail investors access to income-generating investment products. Founded in 2015, It gives individuals access to alternative investments that have traditionally been off-limits to the average investor. With over $2.5 billion invested across multiple asset classes, Yieldstreet is changing the way people generate passive income by lowering and removing the barriers that historically kept these lucrative opportunities far out of reach. In 2013, founders Milind Mehere and Michael Weisz were frustrated that many investment strategies were typically reserved only for institutions and the ultra-wealthy. Typically, the average investor was left to choose between the stock market and bonds with falling yields - with few options in between. Asset-based investments had longer hold periods and a higher barrier of entry, keeping them well out of reach of accredited investors — even more so for unaccredited investors. As a result, they decided to leverage the growing fintech disruption to give more people access to these previously restricted alternative investments. Milind’s background in building companies combined with Michael’s decade-plus experience in investing and fund management formed the core of Yieldstreet. Passion for their investors and employees as well as a willing embrace of innovation, has been part of Yieldstreet’s identity from the beginning. Each decision to leverage a new technology, or investment strategy, or originate a new deal is made to put investors first. That drive has propelled Yieldstreet across all 50 states, crossing $100M invested in less than eight quarters, with the $1B milestone coming only three years later. In 2019, Yieldstreet’s membership had grown to 100,000, and a savings account for members was launched. Yieldstreet, since its launch in 2015, has not deviated from its goal to change investing for the better, nor has it slowed down. Yieldstreet was ranked number 46 on the Inc. 5000 list of the fastest-growing companies and has been recognized by Built In as one of the Best Places to Work. Yieldstreet today delivers wealth generation options and alternative investments for more than 330,000 investors and has returned more than $1.3 billion in principal/interest. Many alternative investment platforms only focus on one asset class, such as real estate or art. Yieldstreet’s offerings, accessed through cash or a low-fee IRA, cover a wide range of asset classes — art, real estate, legal, corporates, consumer, and commercial, via single investments or funds. Yieldstreet also offers its members short-term notes on offerings with a hold period between 3 and 6 months, which generally boast higher interest rates than money markets and CDs. Yieldstreet is headquartered in New York and has offices in Brazil, Greece, and Malta. Michael Weisz serves as President and Milind Mehere serves as CEO. Together, they manage a team of more than 140 employees, all working toward Yieldstreet’s one goal: to change the way people invest for the better.
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