Brian Haughney

Co-manage investment fund in excess of $250mm in AUM.

Collaborate with new and existing clients on current financial condition, risk tolerance and financial goals.

Develop individual/family investment strategies utilizing wholistic view of financial condition.

Expertise in tax driven solutions, retirement strategies, wealth creation & preservation, and estate planning.

Financial & banking advisory firm established to assist clients in capital markets transactions.

Advised on over $500mm in assets with mandates in medical technology, C-Pace, asset management and syndications.

Recruited to expand Santander’s loan portfolio while strategically building the client base in corporate and middle market.

Established a $1Bn non-bank financial institutions business vertical to transact with alternative investors including BDCs, private credit funds, private equity funds, and insurance backed funds.

$50mm+ in revenue generation through new origination in TMT, specialty finance, structured & corporate credit, sponsor/leverage finance, and asset-based lending.

Advisory platform focused on financial market transactions and risk mitigation strategies.

Negotiated asset valuations, credit structures, and syndication strategies with banks, finance companies, private debt funds, private equity firms, alternative asset managers, insurance and pension funds.

Sourced and advised transactions in excess of $600mm in notional value.

Recruited to establish and manage the firm’s New York Capital Markets practice group.

Significant mandate with European bank and rating agency in the establishment of ratings criteria for structured entertainment finance sector. $5mm in fess generated.

Recruited to build and manage a portfolio of TMT clients marketing structured finance solutions to large corporate and mid corporate accounts.

Mandates achieved with deal sizes between $25mm and $500mm.

Sourced and created a $5Bn structured finance portfolio generating revenue in excess of $50mm.

Responsible for new client acquisition while overseeing junior team managing all aspects of an existing portfolio of 50+ large corporate investment grade and mid corporate clients.