Country for PR: United States
Contributor: PR Newswire New York
Monday, November 15 2021 - 22:00
AsiaNet
Oppenheimer & Co. Inc. Announces Launch Of Global Fund Placement And Advisory Group
NEW YORK, Nov. 15, 2021 /PRNewswire-AsiaNet/--

-- Team Led by Experienced Fund Placement Professionals to Leverage 
Oppenheimer's Scale, Thought Leadership and Resources to Further Deepen Service 
Offerings for Alternative Investment Firms 

-- Expanded Service Offerings Expected to Drive Incremental Investment Banking 
& Capital Markets Opportunities in Technology & Healthcare, Real Assets-Focused 
Industries and Others 

Oppenheimer & Co. Inc. ( 
https://c212.net/c/link/?t=0&l=en&o=3357696-1&h=1487991273&u=https%3A%2F%2Fwww.opco.com%2F&a=Oppenheimer+%26+Co.+Inc. 
) ("Oppenheimer") – a leading investment bank, wealth manager, and a subsidiary 
of Oppenheimer Holdings (NYSE: OPY) – today announced the launch of its new 
Global Fund Placement and Advisory Group ("FPA Group"). The FPA Group will 
provide services to leading alternative investment firms to help them fulfil 
their fundraising ambitions and strategic plans. Services will include 
strategic and tactical advice as well as fundraising services, both for primary 
funds and transactions. 

Robert Lowenthal, Oppenheimer's Senior Managing Director and Head of Investment 
Banking, said, "The Investment Banking Division is expanding its efforts around 
private capital formation with a focus on institutional private market 
investors. The FPA Group will provide the Division with enhanced capabilities 
to offer alternative investment firms an even broader and deeper portfolio of 
value-added services that complements the resources, relationships and thought 
leadership of the global Oppenheimer platform. The service the FPA group will 
provide includes a specialized level of expertise in advising global 
alternative investment firms. We are excited to launch this new Group as we 
establish a greater presence in the rapidly-growing global fundraising market."

The Global Fund Placement and Advisory Group will be led by Tanya McHale, 
Managing Director, who will be based in London. Ms. McHale will report to Mr. 
Lowenthal, Head of Investment Banking in North America, and Max Lami, 
Oppenheimer EMEA Chief Executive and Head of Investment Banking.

Ms. McHale will be joined by Managing Director Andrew Roberts, Director Marcus 
Klasse and Associate Curran Gaur, who all join Oppenheimer from MVision Private 
Equity Advisers ("MVision"), a widely-respected independent international 
alternative assets advisory firm. The team will operate globally with further 
hires in process in the US and Asia.

Max Lami said, "It is a pleasure to welcome Tanya and the team to Oppenheimer. 
This team brings over 30 years of combined experience in successfully advising 
alternative investment firms and raising private equity funds. This talented 
and entrepreneurial group brings a proven track record of developing long-term 
relationships with private equity firms and institutional investors on a global 
basis. Adding this new dimension to our service platform is an important step 
toward strengthening our private capital markets business and will provide 
powerful growth opportunities for many of our clients."

Prior to joining Oppenheimer, Ms. McHale served as a Managing Director at 
MVision, which she first joined at its founding in 2001. At MVision, Ms. McHale 
was a member of the firm's leadership team and played a prominent role in 
global origination, execution and strategic advisory work for leading 
alternative investment firms, as well as distribution to institutional 
investors. Prior to MVision, she held positions at Credit Suisse First Boston 
and DLJ in London.

At MVision, Mr. Roberts played a leading role in origination, fundraising 
execution and strategic advisory work, as well as distribution, with a focus on 
investors in the UK and DACH region. Prior to MVision, Mr. Roberts worked at 
Cebile Capital in London for five years. Mr. Klasse spent five years at 
MVision, working on a number of leading fundraisings in EMEA as well as 
distribution, with a focus on investors in the Nordic region. Mr. Gaur focused 
on origination and research during his four years at MVision, as well as 
distribution to investors in the UK and Gulf Cooperation Council.

Ms. McHale said, "With Oppenheimer's depth of expertise, global scale and 
prominent relationships, our new FPA Group will be ideally positioned to play a 
leading role in the global funds placement market. On behalf of my team, we are 
very pleased to be joining such a strong international platform, and we are 
excited about the synergies the FPA Group can bring to complement the services 
already offered by Oppenheimer while contributing to its further growth and 
success."

Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. ( 
https://c212.net/c/link/?t=0&l=en&o=3357696-1&h=1487991273&u=https%3A%2F%2Fwww.opco.com%2F&a=Oppenheimer+%26+Co.+Inc. 
) Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer 
Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide 
a full range of wealth management, securities brokerage and investment banking 
services to high net-worth individuals, families, corporate executives, local 
governments, businesses and institutions.

Media Contacts:
Joseph Kuo / Chris Clemens
Haven Tower Group
+1-424-317-4851 or +1-424-317-4854
jkuo@haventower.com or cclemens@haventower.com

SOURCE: Oppenheimer & Co. Inc. 
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