January 31, 2015 5:46 PM ET

Capital Markets

Company Overview of Aequitas Capital Management, Inc.

Company Overview

Aequitas Capital Management, Inc. is a private equity firm specializing in 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 services, ...

5300 Meadows Road

Suite 400

Lake Oswego, OR 97035

United States

Founded in 1993

Phone:

503-419-3500

Fax:

503-419-3530

Key Executives for Aequitas Capital Management, Inc.

Co-Founder
Age: 54
President
Age: 47
Executive Vice President and Chief Financial Officer
Partner
Age: 61
Senior Vice President and Chief Accounting Officer
Age: 49
Compensation as of Fiscal Year 2014.

Aequitas Capital Management, Inc. Key Developments

Aequitas Capital Announces Executive Appointments

Aequitas Capital has appointed Scott Gillis, a member of its advisory board and former American International Group (AIG) executive, as Partner and Chief Operating Officer. In his new role, Mr. Gillis will oversee the firm's accounting, financial planning and analysis, capital markets, legal, and information technology/business operations groups. This streamlining and reorganization of the Aequitas management structure will enable CEO Bob Jesenik, who also serves as Chief Investment Officer, to focus on business development and investment opportunities. As part of the management team expansion, Brian Rice, Executive Vice President and President of Aequitas Wealth Management, will expand his responsibilities with oversight of the firm's marketing, human resources and client service operations. Mr. Gillis joined the Aequitas Capital Advisory Board in 2014. In his role as Chief Financial Officer of AIG Retirement Services, Mr. Gillis was on the boards of dozens of AIG subsidiaries. Before joining AIG, Mr. Gillis was Vice President and Controller of SunAmerica Life Companies, where he played a key role in driving the firm's growth (30% annually for 15 years). In addition, Edward Texeria, another AIG veteran, has joined Aequitas as Senior Vice President and Chief Accounting Officer. He reports to Olaf Janke, Executive Vice President and Chief Financial Officer. Prior to Aequitas, Mr. Texeria served as Senior Vice President of AIG Life and Retirement, where he was responsible for both internal and external reporting and worked with Mr. Gillis. Mr. Texeria spent 13 years at AIG, and before that, he spent 13 years at Ernst & Young in Los Angeles.

Aequitas Capital Names Brian Rice as New Executive Vice President, Partner and President of Aequitas' Wealth Management Division

Aequitas Capital has named Brian Rice as new executive vice president and partner of Aequitas Capital as well as president of Aequitas' wealth management division. In his new role, Rice will oversee the strategy and growth initiatives for the complete wealth management platform, including the recently launched Aequitas Capital Partners (ACP), and Aspen Grove, an Aequitas' holding company set up for acquiring RIA firms. Rice will report to Aequitas CEO Bob Jesenik. Rice joined Aequitas from KeyBank, where he served as the regional president for Oregon, Washington and Alaska. Prior to this, Rice served as vice president and market area manager for Wells Fargo in Portland, Oregon.

Brian Rice to Leave KeyBank as Regional President on October 3, 2014 to Join Aequitas Capital Management as Executive Vice President

Brian Rice is leaving for a new position at Aequitas Capital Management. He will leave KeyBank on Oct. 3 after 12 years with the bank. Rice is the bank's regional president and oversees Oregon, Washington and Alaska. Rice worked at Wells Fargo and predecessor First Interstate for 13 years before joining KeyBank. At Aequitas he will be an executive vice president and oversee a relatively new wealth management arm. He will report to CEO Bob Jesenik.

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