The panel focused on sourcing and financing of direct investments.
The Alberleen Group LLC, an investment and merchant banking firm, and Conexion Capital LLC, a merchant bank and advisory firm, have announced that they have entered into a formal collaboration agreement to leverage the expertise and networks of both firms to better serve family office investors.
Building on long-standing personal relationships between the parties, the new agreement will allow Alberleen and Conexion to work together to source and co-invest in bespoke investment opportunities alongside family offices and high net worth individuals. The parties will leverage Alberleen’s platform of sector investment bankers and its investment team’s structuring expertise and Conexion’s deep rolodex of international clients and families to expand each firm’s investment and advisory practices. The firms will jointly organize educational forums focused on specific investment sectors and themes that will also facilitate opportunities for families to meet each other.
“With a management team comprised of family office peers, Conexion is an ideal partner for Alberleen to broaden its investment opportunities for family offices and high net worth individuals,” said Jolyne Caruso, CEO of Alberleen. “Eduardo Arboleda and his team bring international experience and relationships with families and corporations that we look forward to further developing together.”
“Family offices are always seeking unique opportunities to co-invest alongside leaders in the direct deal space such as Alberleen,” said Eduardo Arboleda Staton, Founding Partner at Conexion. “Our relationship with the firm will enhance both companies’ ability to source unique investment opportunities for our current and future family office relationships. We have seen first-hand the value that Alberleen brings to the table and are delighted to formalize our relationship with them.”
About The Alberleen Group
The Alberleen Group, headquartered in New York, is an investment bank and merchant banking firm that provides advisory services and customized financing solutions to middle market companies. Through its merchant banking division, the firm sources and co-invests alongside family office clients in proprietary direct investments across both traditional and social impact investments. For more information, visit http://alberleen.com/
About Conexion Capital
Based in Miami, Conexion Capital is a merchant bank focused on sourcing and investing in direct investment opportunities, including private equity, debt and real estate. Conexion invests alongside like-minded high net worth families and individuals while sharing deal flow and best practices. Additionally, Conexion provides advisory services to closely held companies in the US and Latin America.
Eduardo Arboleda Staton
Today, Marcia Nelson participated on a panel at the ACG NY Monthly Luncheon meeting discussing family office direct investing.
Today, Jolyne Caruso participated on a panel discussing the latest opportunities and challenges for family offices and their increased appetite for direct investments.
Marcia Nelson, Managing Director of Alberleen Family Office Solutions was recently featured in a documentary with her family showcasing their direct involvement and influence in the first-ever Mormon Arts Center festival in New York City.
Click here for full documentary.
RobertDouglas announced today that it advised a private owner in the sale of the Sheraton Dallas-Fort Worth Airport Hotel to the Buccini/Pollin Group. The Sheraton is a recently-renovated, full-service property with 302 spacious rooms, 30,000 square feet of meetings and event space, and a thoughtful mix of premium guest amenities. The property is located in the heart of the multi-faceted Dallas-Fort Worth International Airport submarket and benefits from a robust corporate, event and travel infrastructure, including over 30 million square feet of office space, the nation’s third-busiest airport, and the 275,000 square foot Irving Convention Center.
For full press release click here