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