With nearly 30 years of experience, Ron has arranged, structured and invested in public and private company financings in nearly every industry sector across all levels of the capital structure (debt, mezzanine, equity and derivatives). He has broad experience in growth capital, leveraged buyout, venture capital and projects financings; as well as with distressed restructurings and M&A transactions. Before joining Westbury in 2009, Ron was the Founder and President of Sage Group Holdings, a business advisory and merchant banking group. Prior to establishing Sage in 2004, Ron was a Partner at Capital Crossover Partners, a hedge fund in Washington, DC. While in Washington Ron also worked as a Managing Director at Friedman, Billings, Ramsey Group (FBR) where he oversaw certain proprietary investments, served on the commitments committee and co-managed a private equity fund focused on financial services companies. Ron initially joined FBR as CEO of FBR Business Development Capital, a new investment company formed to provide mezzanine financing to private companies. Ron began his career at J.P. Morgan where he spent 18 years holding various positions in investment management and banking. During his last 12 years at Morgan, Ron was a senior portfolio manager for two special situation investment funds with over $1 billion in assets. Ron had primary responsibility for managing each fund's private investment activities, which included deal sourcing, investment selection, research and due diligence, transaction structuring, deal documentation, portfolio management, board participation and effecting investment exits. Ron received a BA from the University of North Carolina and earned an MBA from New York University's Executive Program where he was elected class President. He holds Series 7, 24 and 63 FINRA licenses and is based in Connecticut.
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