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December 01, 2015 10:11 AM ET

Capital Markets

Company Overview of Aequitas Capital Management, Inc.

Company Overview

Aequitas Capital Management, Inc. is a private equity firm specializing in buyout investments in small and middle market companies. The firm typically makes investments in the form of private credit arbitrage, specialty finance, project finance, secured short term fixed income, secure debt, subordinated debt, mezzanine finance, term and bridge loans, private equity value, working capital lines of credit, equipment financing and leasing, commercial real estate financing, government and municipal financing, refinancing, sale and lease back, working capital, tax advantaged financing, and growth capital in small to mid-sized companies. It primarily invests in healthcare, education, financing ser...

5300 Meadows Road

Suite 400

Lake Oswego, OR 97035

United States

Founded in 1993





Key Executives for Aequitas Capital Management, Inc.

Co-Founder, Chief Executive Officer, Chief Investment Officer and Chairman of Investment Committee
Age: 55
President, Managing Principal of Private Equity practice, and Executive Vice President of Private Equity
Age: 48
Executive Vice President, Chief Operating Officer, Chief Financial Officer, Member of Advisory Board
Age: 62
Senior Vice President and Chief Accounting Officer
Age: 50
Executive Vice President, Corporate Development and Chief Compliance Officer
Age: 51
Compensation as of Fiscal Year 2015.

Aequitas Capital Management, Inc. Key Developments

Aequitas Capital Appoints Bob Zukis to its Advisory Board

Aequitas Capital announced that Bob Zukis has joined the Advisory Board of the company to help define and execute the firm's business strategies. Mr. Zukis has held executive roles, including those of CEO and Senior Director, at several venture capital and SaaS companies. He spent nearly 30 years at PwC helping clients find their future with new technologies and in emerging markets, holding a number of key positions in 20 countries across the globe, including lead partner of IT Strategy & Operations and Managing Partner of Global Human Resource Services Asia Pacific.

Aequitas Capital Management, Inc. Presents at The 21st Annual ABS East Conference 2015, Sep-17-2015 04:20 PM

Aequitas Capital Management, Inc. Presents at The 21st Annual ABS East Conference 2015, Sep-17-2015 04:20 PM. Venue: Fontainebleau Miami Beach, 4441 Collins Avenue, Miami Beach, FL 33140, United States. Speakers: Thomas Goila, Senior Managing Director of Private Credit and Private Equity.

Aequitas Capital Appoints Two New Members to Executive Management Team

Aequitas Capital announced that Jeff Mazer and Katya Baron have joined the firm to help Aequitas Capital enter its next stage of growth in the alternative investments space. Mazer, who joins Aequitas Capital as senior managing director of capital markets and treasury, has more than 30 years of financial services industry experience. He most recently served as a director at Bank of America Merrill Lynch's Global Liquidity Investment Solutions unit, where he led a team that helped deliver investment management solutions for clients with approximately $63 billion in assets. Mazer will be responsible for managing the company's portfolio of investment offerings, executing senior and junior debt and credit strategies, and serving as an advisor to executive management on all matters of liquidity and capital structure for Aequitas Capital's business units. Baron joins Aequitas Capital as managing director of capital markets. She brings 15 years of investment banking, structured finance and fixed-income sales experience from boutique and major investment banks such as Sterne Agee, Gleacher, Barclays Capital and J.P. Morgan Securities. Baron will be responsible for sourcing and structuring new asset financing transactions, as well as capital markets outreach on behalf of Aequitas, its funds and portfolio companies. Mazer will be based in Aequitas Capital's Lake Oswego, Oregon office and Baron will be based in the firm's recently opened New York City office. Both will report to Chief Operating Officer and Chief Financial Officer Scott Gillis.

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