|
Investment
Banking at Next Generation leverages the firm’s research, sales
and trading, and imbedded industry expertise. We are led by a
seasoned banking professional with 20 years of Wall Street
experience. Having completed a broad range of transactions
totaling $20 billion; with diverse industry and transaction
experience.
The Investment Banking division provides critical corporate
finance services to micro, small and mid cap companies lacking
the tools enjoyed by more established companies. We assist
clients from the earliest stage of defining objectives through
transaction closing.
Advice on
fundamental corporate and financial matters, including:
-
Analysis
of internal growth vs. acquisition
-
Developing alternatives to maximize shareholder value
-
Developing capital structure alternatives – appropriate mix
of debt and equity
-
Balance
sheet restructuring – increase profitability, maximize
flexibility
-
Advice
on taking a company public and preparing a company for a
public offering
-
Advice
on taking a company private – structuring a management
buyout
-
Developing liquidity alternatives for principals or their
shareholders and implementing poison pill and other M&A
defense strategies
Jonathan Blum
Managing
Director, heads the Investment banking team at Next Generation.
Mr. Blum has 20 years of client advisory experience on Wall
Street and as a consultant. From 2002 to 2006, Mr. Blum was a
Partner and Head of the Investment Banking practice at Jesup &
Lamont Securities, a New York based boutique banking firm. Prior
to Jesup & Lamont, Mr. Blum was a Managing Director at
Prudential Securities Incorporated responsible for the firm’s
Real Estate, Energy and Consumer M&A practices. Before joining
Prudential Securities, Mr. Blum was a Director of M&A at Salomon
Smith Barney and a Managing Director in the M&A practice of
Chase Securities, Inc.
Mr. Blum graduated summa cum laude with a B.S. in finance from
Boston University and received an M.B.A. with distinction from
the Harvard Business School. Mr. Blum is a Director of
Cornerstone Pharmaceuticals, Inc., an oncology focused biotech
company based in New Jersey.
Ryan Carpel
Director, Investment Banking
Ryan Carpel has 12 years of business development and analytical
experience on Wall Street. From 2005 to 2007, Mr. Carpel was a
Senior Research Analyst with Nite Capital Management, a Chicago
based hedge fund. Mr. Carpel focused on finding and analyzing
global special situations small cap equities within the
following sectors: alternative energy, biotechnology, energy,
medical device, and mining.
Prior to Nite Capital, Mr. Carpel was in sales with UBS and
Terra Nova Trading. Mr. Carpel graduated with a B.S. in Business
Administration from Millikin University and received an M.B.A.
from Loyola University of Chicago. |
