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Walter Bailey

Walter Bailey

President, Arena Financial Services LLC & Venture Partner, Anzu Partners

New York, New York, United StatesInvestment Banking
Company
Anzu Partners
Title
Venture Partner
Seniority
Partner
Department
C Suite
Location
New York, New York, United States
Industry
Investment Banking

About

Arena Financial Services, LLC. is the broker-dealer affiliate of Arena Investors LP, providing LP capital raising, liquidity alternatives and corporate finance services to Arena and third-parties.Quaestor Capital Markets is the investment banking division of Arena Financial Services LLC. (a subsidiary of Arena Investors LP). We principally focus on M&A and corporate finance for the lower middle market, both domestically and internationally.Anzu Partners is an investment firm that focuses on industrial and life science technology companies with the potential to transform their industry.Previously: Senior investment banker with Oberon Securities, a boutique NY investment bank; Head of Investment Banking at Academy Securities, where we built investment banking practice at Veteran-owned investment bank; Managing Director, Head of CleanTech advisory as well as Head of Security and Defense Advisory, and interim Head of US Equity Capital Markets at Macquarie; was a senior banker at Jeffer…

Experience

President and Board Member

Arena Financial Services LLC · New York, NY

Present

Lead broker/dealer activities for affiliate of Arena Investors LP.

Venture Partner

Anzu Partners · Washington, DC

Present

Subject matter expert on issues associated with defense and national security.

Managing Director (Arena Financial Services Llc, Quaestor Capital Markets)

Arena Investors, LP · New York, New York, United States

Present

Investment banking advisory platform affiliated with Arena Financial Services

Managing Director

Oberon Securities, LLC · New York, New York, United States

Oberon Securities is a New York-based boutique investment bank that addresses the financial needs of growth-oriented emerging and mid-size businesses across a broad range of industries. Our company was founded in 2001 by senior professionals who have extensive Wall Street experience in investment banking, venture capital and research. Oberon provides customized financial solutions to clients seeking assistance with their M&A and financing needs. Oberon's professionals have an average of more than 15 years on Wall Street; that combined experience and our small and middle market focus allow us to bring a level of service and expertise normally available only to large companies.

Managing Director

Pickwick Capital Partners · New York, New York, United States

Senior investment banker

Managing Director

European American Capital Group USA · Greater New York City Area

European American Capital Group, a UK-based advisory company regulated by the FCA (Financial Conduct Authority), provides a comprehensive range of advisory and corporate finance services; through its specialist team it advises and develops financing solutions. EA is bridging the gap enabling its clients to take full advantage of the current market opportunities to raise capital. EA’s extensive corporate finance experience focuses on developing such solutions in the range of £10m - £100m. As a “pre-Big Bang” Merchant Bank, we have a number of strategic investments in selected industries and geographies.

Head of Investment Banking

Academy Securities, Inc. · 277 Park Avenue, New York, NY

Academy Securities is a certified Disabled Veteran Business Enterprise and Service Disabled Veteran Owned Business investment bank. We provide a comprehensive suite of products and services that not only benefit clients but also support our nation's veterans.

Co-Founder & Managing Director

Focus Consulting Partners LLC. & Focus Capital Group Inc. · Greater New York City Area

Strategic consulting and advisory firm affiliated with Focus Capital Group Inc.

Managing Director, Advisory & Principal Investments

Macquarie Capital Advisors · New York, New York, United States

Head of advisory for: Aerospace, Defense, Security & Safety as well as CleanTech sectors coverage; senior M&A advisor and leader for sector-related principal investing. Came to Macquarie through acquisition of boutique advisory firm, where was Co-Head of Security/Defense.

Managing Director

Jefferies & Company, Inc.

Co-Founding Managing Director of Industrials group.

Education

Columbia Business School

MBA, Finance & Tax

Babson College

BS, Finance & Accounting

University of Connecticut

--, Political Science

United States Army Schools & Centers

PNOC

Kingswood Oxford School

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