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Stephen R. Perry is a Managing Director and co-founder of Janes Capital Partners, a middle market investment banking firm.
Mr. Perry specializes in mergers and acquisitions, leveraged recapitalizations, ESOPs as well as bankruptcy, insolvency and corporate reorganizations. Over a career spanning 20 years, Mr. Perry has participated in numerous commercial banking, investment banking and merchant banking transactions valued at over $1 billion. Prior to forming Janes Capital Partners, Mr. Perry served in a variety of financial roles at Irving Trust Company, Credit Suisse-First Boston and Kayne Anderson.
Mr. Perry holds the following professional licenses:
General Securities Representative (Series 7)
General Securities Principal (Series 24)
Financial and Operations Principal (Series 27)
Uniform Securities Agent (Series 63)
Investment Advisor Representative (Series 65)
Real Estate Broker Licensed by the California Department of Real Estate
Mr. Perry is a member of numerous trade associations including; the Association for Corporate Growth, Association of Merger & Acquisition Advisers, Association of Insolvency & Restructuring Advisers, Business Forum, National Association of Independent Broker Dealers and the ESOP Association.
Mr. Perry holds an MBA Degree in Finance from the Anderson Graduate Business School at UCLA and a BA Degree in Finance and Accounting from Georgetown University.
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