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Summary
This Alternative Investment & Digital Finance Consultant is a strategic finance and investment executive with over 20 years’ full-time, immersive experience in alternative investments, capital markets and tech initiatives across institutional and emerging sectors. More recently experienced in originating, scaling and transacting multi-million-dollar deals in Main Street and Lower-Middle-Market investment banking advisory. Adept at navigating industry complexities in investment management and banking while delivering creative solutions and accelerating adoption of next-generation tools, in addition to actively advising a broad base of clients, stakeholders, pioneering startups and non-profits. This Alternative Investment & Digital Finance Consultant has FINRA licenses: Series 7, 24, 63, 65, 79, 99 | Certified Business Exit Consultant (CBEC®)|Certified Blockchain & Finance Professional (CBFP) | Minority-owned Business Enterprise (MBE) | Completed Coursework: IBM Introduction to Artificial Intelligence (AI).
Highlights
- Executive Leadership
- M&A/Investment Banking
- Portfolio Management & Trading
- Capital Markets Advisory
- Business Development
- Client Relationships & Originations
- Institutional Engagement
- Investment Platforms/Ecosystems
- Sales & Distribution
- Technology Solutions, AI, SaaS & FinTech
- Revenue Growth Strategy
- Boards, Compliance & Fund Governance
Relevant Accomplishments
- Pillai Capital is a NYS Certified Minority-owned Business Enterprise (MBE) Advisory, Consulting and Exit Planning Firm – serving lower-middle-market clients across various industries. Securities are offered in partnership with President Street Global LLC (PSG) – Red Bank, NJ (Member FINRA / SIPC).
- Source and cultivate clients, sellers, buyers and investors for strategic partnerships and buy-side or sell-side representation across capital markets, financial advisory and corporate strategy, helping clients grow, become visible to the market, and increase Enterprise Value.
- Provide direct services to drive and support M&A, exit planning, recapitalizations, capital acquisitions and other investment banking engagements.
- Continue to position the firm at the intersection of digital infrastructure, capital access, private market innovation and client empowerment, using technology-enabled financial services.
- Lead business development and strategic growth initiatives for investment banking and consulting services, including expanding scope as an NYS MBE firm.
- Developed digital banking models and capital advisory services targeting infrastructure and construction.
- Initiated and led strategic partnerships across technology, expert/investor/sector networks.
- Created the “Innovation Council” to scale firm reach and expand BD channels.
- Participated in execution of capital raises and M&A deals with emphasis on digital enablement.
- Led all portfolio trading and platform operations for 20+ investment products and funds.
- Responsible for investor allocations, fund and portfolio level trade execution, capital formation, fund launch and product strategies for all investment vehicles across public and private market platforms.
- Supported CEO, COO, CIO and CMO in all client engagement and distribution matters, interfacing with institutional investors, fund allocators and strategic partners.
- Drove operations and compliance coordination across fund structures, including RICs and REITs and advised CEO on innovative firm strategies including digital assets, new market positioning, venture capital and FinTech.
- Reported to PM team and directed trade execution, portfolio operations and account servicing for Private Wealth, Private Bank, Hedge Fund, Managed Futures and Private Equity products.
- Sat on investment team with responsibility for portfolio trade execution, rebalancing, fund launches, product strategy and client services for all investment funds and vehicles across all CAI distribution channels.
- Interfaced daily with CIO, PMs, sales, marketing, operations, and IR teams to support fund operations, client growth and investment thesis expansion initiatives.
- Supervised securitization execution teams, quality control, and closing process coordination.
- Worked directly with underwriters and issuers to support deal documentation and regulatory filings.
Roles
- Vice President
- Managing Director
- Executive Officer
Request Expert / Similar Expert
Click “request expert” for a free initial screening call with this expert or a similar expert regarding your expert consulting needs
To apply for this job email your details to haleymmagnani@gmail.com
