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February 12, 2016 5:42 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, alternative investments, including uncollected hospital debt and student loans, and growth capital in small to m...

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 Management to Layoff Approximately 100 Employees

Aequitas Capital Management will lay off most of its approximately 100 employees. A week after Aequitas Capital Management warned that significant financial issues were forcing it to terminate about a third of its workers, the company again gathered its stunned employees and informed them virtually the entire company would be let go. The company declined to specify how many employees would lose their jobs. Multiple employees and former employees said just a skeleton crew is being retained. Aequitas gave the laid off workers 60 days notice.

Aequitas to Lay Off Dozens of Employees in Firm Reorganization

Aequitas Capital Management informed workers that it will lay off dozens of employees. The company would not say exactly how many jobs are affected. As a result of a shift in business model and strategy, Aequitas is undergoing a firm reorganization which includes adjustments to the size of the workforce.

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.

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