Teams at Access Holdings

The Principal will develop and lead the Access Holdings Capital Markets platform, overseeing M&A advisory, capital raising, and business development for a registered broker-dealer.

Partner-track Vice President responsible for sourcing, executing, and managing lower-middle market private equity investments. Lead financial modeling, due diligence, negotiations, portfolio monitoring, investor relations, fundraising support, and mentor junior staff while preparing investment memos and presenting to the investment committee.