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Globe and Mail
07-07-2025
- Business
- Globe and Mail
SMBC Americas Hires Nick Stevenson to Lead TMT Corporate and Investment Banking
The Sumitomo Mitsui Banking Corporation (SMBC) Americas Division today announced that Nick Stevenson has joined the bank as Group Head of technology, media, and telecommunications (TMT) corporate and investment banking (CIB) as SMBC continues to grow and diversify its Americas business. A managing director based in New York and reporting to CIB Co-Heads Stephanie Bowker and Yoshiyuki Natsuyama, Nick will focus on expanding the bank's TMT business and leading a team of bankers covering SMBC clients across the space. Nick brings over three decades of experience in CIB to SMBC, including 24 years at RBC Capital Markets, where he most recently served as Global Head of media, communications, and entertainment investment banking. Prior to that, he spent 10 years at Bank of America and Citi. His extensive industry knowledge and experience will strengthen SMBC's growing CIB business. 'SMBC's commitment to growth in corporate and investment banking in the Americas is a key pillar of our global strategy,' said Richard Eisenberg, Co-Head of Coverage and Capital Markets, SMBC Americas Division. 'Nick's industry relationships and deep knowledge of the TMT sector will continue to enhance our client franchise.' About SMBC Group SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 150 offices and 120,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and ADRs on the New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the U.S., Canada, Mexico, Brazil, Chile, Colombia, and Peru. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Americas Holdings, Inc., SMBC Nikko Securities America, Inc., SMBC Nikko Securities Canada, Ltd., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. (collectively, SMBC Group Americas Division). For more information, please visit
Yahoo
03-07-2025
- Business
- Yahoo
US Capital Global Grows USA East and West Coast Teams with Four Senior Appointments
As part of its national growth strategy, US Capital Global welcomes Steve P. Wilburn, Ruta J. Laukien, Justina McCaffrey, and Caroline Banzali to strengthen its middle market financing team. Managing Partner Steve P. Wilburn and Vice Presidents Ruta J. Laukien, Justina McCaffrey, and Caroline Banzali. San Francisco, California, USA, July 03, 2025 (GLOBE NEWSWIRE) -- US Capital Global is pleased to announce the expansion of its U.S. team with the addition of four new bankers: Managing Partner Steve P. Wilburn and Vice Presidents Ruta J. Laukien, Justina McCaffrey, and Caroline Banzali. These seasoned professionals bring decades of expertise across investment banking, energy and infrastructure, tax strategy, private capital, and real estate, further strengthening the firm's presence in key domestic markets and enhancing its ability to deliver bespoke financial solutions to clients nationwide. With headquarters in San Francisco and operations in cities such as Miami, New York, Philadelphia, London, Milan, Zurich, and Dubai, US Capital Global is a leading full-service global private financial group. The firm specializes in corporate finance, asset management, and capital formation services for the middle market. 'We're delighted to welcome these exceptional professionals to US Capital Global,' said Jeffrey Sweeney, Chairman of the Board of Directors at US Capital Global. 'Steve, Ruta, Justina, and Caroline each bring remarkable industry experience, strategic insight, and proven execution capabilities. Their addition marks a significant milestone in our U.S. expansion and further enhances our ability to serve an increasingly diverse and complex client base.' Steve P. Wilburn joins as Managing Partner of US Capital Global's newly formed Energy and Trade Finance Division. Based in Newport Beach, California, Wilburn brings more than 35 years of leadership in clean energy, infrastructure, defense, and advanced manufacturing. A decorated and combat-wounded U.S. Marine Corps veteran, he has directed more than $2 billion in energy and infrastructure projects globally. Ruta J. Laukien, joining as Vice President, brings over 15 years of investment banking experience spanning M&A, healthcare, transportation, and venture capital. She has held senior roles at Bear Stearns, Alantra, and Wofford Advisors, and currently manages investments in European DeepTech and HealthTech. Justina McCaffrey, Vice President, is based in the firm's Palm Beach office and focuses on real estate and private capital transactions. A successful entrepreneur and former federal political candidate in Canada, she sourced over $170 million in qualified deal flow in Q1 2025 alone. Caroline Banzali, Vice President, is a veteran M&A tax attorney and strategic advisor with more than 25 years of experience. She has held executive roles at top-tier firms and multi-billion-dollar family offices and has deep expertise in structuring complex deals across entertainment, tech, and consumer sectors. 'These four new appointments reflect our commitment to identifying and empowering exceptional talent in the middle market,' said Charles Towle, COO and Managing Partner at US Capital Global. 'As we continue to grow our national footprint, their leadership and networks will be instrumental in driving new business and delivering outstanding value to our clients.' About US Capital Global Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and investors. The firm oversees direct investment funds while delivering comprehensive wealth management and investment banking services, encompassing M&A strategies and capital raising expertise. Among the notable entities within the consortium are US Capital Global Investment Management LLC, US Capital Global Wealth Management LLC, and US Capital Global Securities LLC, an SEC-registered broker-dealer and member of FINRA. To learn more, visit To learn more about US Capital Global, email Jeffrey Sweeney, Chairman of the Board of Directors, at . Attachment Managing Partner Steve P. Wilburn and Vice Presidents Ruta J. Laukien, Justina McCaffrey, and Caroline Banzali. CONTACT: Vanessa Guajardo US Capital Global +1 415 889 1010 media@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
01-07-2025
- Business
- Yahoo
Exclusive-UBS hires Taylor Henricks as head of M&A in Americas from Morgan Stanley
By Lananh Nguyen NEW YORK (Reuters) -UBS hired Taylor Henricks as its head of mergers and acquisitions in the Americas as it seeks to expand investment banking in the U.S., according to a memo seen by Reuters. Henricks will also serve as UBS' head of technology M&A after holding a similar role at Morgan Stanley. The executive will start at the Swiss bank in October and be based in Menlo Park, California. He will report to Jeff Hinton, the global co-head of corporate and sponsor advisory at UBS Investment Bank. Since taking over collapsed rival Credit Suisse in 2023, UBS has made a push to grow in U.S. investment banking, a lucrative market in which American lenders are the biggest players. "As we continue to make long-term investments in our Americas franchise to expand our footprint, enhance our product offering, and pivot towards high growth sectors, we are confident that Taylor's expertise will allow us to capture even greater market share in this strategically important region," Hinton wrote in the memo. UBS has hired senior U.S. bankers in leveraged finance, healthcare and technology, media and telecommunications (TMT) in recent months, while also promoting new leaders in its groups focused on financial institutions, corporate sponsors and advisory. Below is a list of senior UBS hires since March, who are all based in New York unless otherwise specified, according to a company spokesperson: * Ryan Dawson, co-Head of leveraged finance origination forEurope, Middle East and Africa (EMEA) * Carmine Visconti, head of TMT EMEA * Alex Lim, head of biotechnology, San Francisco * Tim Chung, head of biotechnology * Noël Brown, head of biotechnology * Ethan Sawyer, global head of media * Brian DeLeo, head of equity capital markets (ECM) consumertech * Marina Pristupova, head of securitized productsorigination * Evan Raine, M&A * Kelvin Quezada, unified global banking, Americas * Marco Guarino, global head of ECM syndicate * David Larsen, application software * Rob Michlovich, industrial and supply chain software * Jeremy Murphy, consumer and retail * Jacob Spens, vice chairman for global banking Nordics,Stockholm * Peter Toal, global head of leveraged and debt capitalmarkets
Yahoo
01-07-2025
- Business
- Yahoo
Exclusive-UBS hires Taylor Henricks as head of M&A in Americas from Morgan Stanley
By Lananh Nguyen NEW YORK (Reuters) -UBS hired Taylor Henricks as its head of mergers and acquisitions in the Americas as it seeks to expand investment banking in the U.S., according to a memo seen by Reuters. Henricks will also serve as UBS' head of technology M&A after holding a similar role at Morgan Stanley. The executive will start at the Swiss bank in October and be based in Menlo Park, California. He will report to Jeff Hinton, the global co-head of corporate and sponsor advisory at UBS Investment Bank. Since taking over collapsed rival Credit Suisse in 2023, UBS has made a push to grow in U.S. investment banking, a lucrative market in which American lenders are the biggest players. "As we continue to make long-term investments in our Americas franchise to expand our footprint, enhance our product offering, and pivot towards high growth sectors, we are confident that Taylor's expertise will allow us to capture even greater market share in this strategically important region," Hinton wrote in the memo. UBS has hired senior U.S. bankers in leveraged finance, healthcare and technology, media and telecommunications (TMT) in recent months, while also promoting new leaders in its groups focused on financial institutions, corporate sponsors and advisory. Below is a list of senior UBS hires since March, who are all based in New York unless otherwise specified, according to a company spokesperson: * Ryan Dawson, co-Head of leveraged finance origination forEurope, Middle East and Africa (EMEA) * Carmine Visconti, head of TMT EMEA * Alex Lim, head of biotechnology, San Francisco * Tim Chung, head of biotechnology * Noël Brown, head of biotechnology * Ethan Sawyer, global head of media * Brian DeLeo, head of equity capital markets (ECM) consumertech * Marina Pristupova, head of securitized productsorigination * Evan Raine, M&A * Kelvin Quezada, unified global banking, Americas * Marco Guarino, global head of ECM syndicate * David Larsen, application software * Rob Michlovich, industrial and supply chain software * Jeremy Murphy, consumer and retail * Jacob Spens, vice chairman for global banking Nordics,Stockholm * Peter Toal, global head of leveraged and debt capitalmarkets Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-06-2025
- Business
- Yahoo
Wall Street Hangs On to Hopes for a Boom in Deals
Dealmaking is off to its best start of the year since 2022 by some measures, showing demand for corporate tie-ups has held up despite market turmoil, global conflicts and President Trump's ever-shifting tariffs. U.S. deal value this year through June 25 is up about 10% from last year and at its highest level in three years, according to the London Stock Exchange Group. The Mysterious Billionaire Behind the OnlyFans Porn Empire The Unlikely Stocks That Drove the Market to a Record High The Stock-Market Rally Is Moving Beyond Big Tech and Investors Are Thrilled The second quarter got off to a slow start after Trump's sweeping 'Liberation Day' tariffs in early April sent stocks swinging and spooked dealmakers. But activity has since picked up again. 'Deals beget deals,' said Michael Kollender, co-head of investment banking at Stifel. 'As soon as we start to see more momentum, others will jump on the wagon.' Blockbuster deals have continued in the second quarter in industries relatively insulated from Trump's tariffs. Charter agreed to buy fellow broadband and cable provider Cox Communications in a nearly $22 billion deal. Salesforce, meanwhile, revived a roughly $8 billion deal for data-management software firm Informatica, continuing a race by big tech to invest in artificial-intelligence capabilities. Also among this quarter's splashy deals: Shoe-maker Skechers agreed to go private in a buyout valued at more than $9 billion. Still, the number of transactions so far this year is down 16% despite the increase in deal value. The drop is largely explained by deals under $1 billion—those account for most of transactions. Advisers say some deal hunters are waiting for more certainty on the direction of the economy before pursuing bigger game. That could help deliver on Wall Street's expectations for a boom in mergers and acquisitions under Trump, though perhaps later than hoped. Private-equity firms, which account for a big portion of the M&A market, have continued to strike deals meanwhile. The value of private-equity backed transactions in the U.S. was up nearly 21% so far this year, though the number of deals is down 20%, according to LSEG. 'Post Liberation Day, there was a little bit of a brake-pump from the first quarter into the second quarter, but it wasn't a hard stop,' said Peter Martelli, a partner at law firm Kirkland & Ellis who works on deals for private-equity firms. Martelli said the ingredients are there for a pickup in dealmaking in the second half of the year, particularly if inflation continues to moderate and the Federal Reserve cuts interest rates. Financing is available and buyout shops are under pressure to sell companies and return cash to investors. They are also looking to deploy the capital they have raised. The U.S. market for new equity listings is also showing signs of life, with major U.S. stock indexes back in the black for the year after Trump's Liberation Day announcement. 'I've seen this many times in my career where there's a shock and then the IPO market reopens, but it opens in phases,' said Eddie Molloy, co-head of global equity capital markets at Morgan Stanley. In late May, shares of virtual physical therapy company Hinge Health rose 17% in their stock-market debut. Two weeks later, crypto company Circle Internet Group shares soared in one of the buzziest debuts in years. Another strong sign: Overall, shares of companies that went public in the past six weeks are up more than the broader stock market. Write to Ben Glickman at Miriam Gottfried at and Corrie Driebusch at How Coupons Became Passé, Even in a High-Price World Why Tech Billionaires Want Bots to Be Your BFF The Oil Tycoon and the Philosopher Threatening Big Oil's Carbon Capture Plans Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
