Investment types include unitranche
financings; cash flow, asset based and
enterprise value based loans; and equity
co-investments. Monroe is committed
to being a value-added and user-friendly
partner to business owners, senior management and private equity sponsors.
The firm is headquartered in Chicago
and maintains offices in Atlanta, Boston,
Dallas, Los Angeles, New York, San
Francisco and Toronto. Monroe has been
recognized by Private Debt Investor as
the 2016 Lower Mid-Market Lender of
the Year; M&A Advisor as the 2016 Lender
Firm of the Year; Global M&A Network as
the 2016 Small Middle-markets Lender of
the Year; and the U.S. Small Business Administration as the 2015 Small Business
Investment Company (SBIC) of the Year.
People’s United Bank announced that
Michael J. Reilly has joined People’s United Business Capital (PUBCAP) as senior
vice president, responsible for new business originations in the Connecticut,
Westchester and Long Island regions.
Reilly will be based in White Plains.
Reilly brings more than 20 years of
secured lending experience to PUBCAP.
His prior roles include various portfolio
and underwriting positions with Sterling
National Bank, Citibank, UBS and GE
Capital. He also served as a business
development officer with Santander,
covering the New York middle-market.
Reilly is an active member of CFA,
TMA, and ACG in New York and Connecticut. He received a bachelor’s degree in
Economics from Trinity College and an
MBA with a concentration in Finance
from Babson Graduate School of Management.
“Mike Reilly brings the experience,
proven track record and an extensive
network to the PUBCAP - ABL group,
which will support our efforts to build
and grow our Connecticut and NY Metro
business,” said Mike Maiorino, executive
vice president, People’s United Business
People’s United Bank, N. A. is a sub-
sidiary of People’s United Financial, Inc.
(NASDAQ: PBCT), a diversified financial
services company with over $43 billion
in assets. People’s United Bank, founded
in 1842, is a premier, community-based,
regional bank in the Northeast offering
commercial and retail banking, as well
as wealth management services through
a network of over 400 retail locations in
Connecticut, New York, Massachusetts,
Vermont, New Hampshire and Maine.
Houlihan Lokey, Inc. (NYSE:HLI), the
global investment bank, announced that
James G. Wolf, CFA, has joined the Tax &
Financial Reporting Valuation (TFR) practice within Financial Advisory Services
as a managing director. He is based in
Prior to joining Houlihan Lokey, Wolf
spent nearly 30 years at EY, where he
held a number of roles, including serving
as a market leader for its Valuation and
Business Modeling Group, a U.S. Fairness
Opinion Leader, and a managing partner
for its Center for Strategic Transactions.
“Jim’s track record of advising CEOs,
CFOs, and boards around the world dur-
ing his long career at EY is outstanding,”
said Jack Berka, global head of finan-
cial advisory services. “He has worked
on nearly every type of valuation or
strategic finance engagement, including
acquisitions and sales, reorganizations
and recapitalizations, privatizations,
purchase price allocations, and many
others, and we could not be more ex-
cited to add his expertise and leadership
to the TFR platform,” he added.
“I’m excited to join a leading independent investment bank that combines
a unique culture, global footprint, and
truly comprehensive service offering
with Houlihan Lokey’s TFR practice,” said
“Adding an officer of Jim’s caliber will
substantially enhance the exceptional
client service we deliver to clients and
contribute meaningfully to the growth
of the practice. We look forward to
introducing Jim to our client base as we
continue to build our market-leading
Tax & Financial Reporting Valuation
capabilities,” said Tomasz Stefanowski,
managing director of the firm’s New York
Wolf holds a B.B.A. from the University of Notre Dame and an MBA from the
University of Texas, Austin. He is also a
Chartered Financial Analyst and Senior
Member of the American Society of Appraisers.