Team 2018-05-12T21:01:21+00:00

Leadership

Eben Paul Perison, Chief Executive Officer of Armory Securities, LLC

Eben is a co-founder of Armory Group and is the Chief Executive Officer of Armory Securities. Eben formed the investment banking group in 2008 and led the group during three years at Oppenheimer & Co. as Oppenheimer’s Head of Special Situations Group and for over three years at The Seaport Group as Head of Special Situations Investment Banking. Prior to forming Armory, Eben was a Managing Director for Fortress Investment Group from 2006 to 2007 where he was responsible for originating, negotiating and structuring a broad range of alternative debt investments. Prior to joining Fortress, Eben was Co-Head of Investment Banking for Libra Securities, LLC, an investment bank specializing in middle market leveraged finance from 2001 to 2005 and a Managing Director for U.S. Bancorp Libra from 1997 to 2001, the former leveraged finance and high-yield division of U.S. Bancorp. Eben served as a corporate lawyer for seven years with Milbank, Tweed, Hadley & McCloy and Gibson, Dunn & Crutcher. Eben has a J.D. cum laude from U.C. Hastings College of the Law and a B.A. in Economics magna cum laude from the University of California, Irvine.

Nicholas W. Tell, Jr., Chief Executive Officer of Armory Capital Group, LLC

Nick is a co-founder of Armory Group and is the Chief Executive Officer and Portfolio Manager of Armory Capital Group, LLC. Nick has over 21 years of experience in distressed investing, having served as group head of Trust Company of the West’s distressed funds – The TCW Shared Opportunity Family of Funds, SHOP I, SHOP II, SHOP III, SHOP IV and SHOP V. Over the course of his career, Nick has worked on over 50 restructurings and has served on more than 25 creditors’ or ad-hoc committees. Prior to joining TCW, Nick was a principal at Crescent Capital Corporation (the predecessor manager of TCW’s distressed, high-yield and bank debt trading groups). Nick joined Crescent Capital Corporation in 1992, within one year of its inception. Nick helped grow the investment firm from $100 million of assets under management to approximately $1.5 billion when purchased by TCW in 1995. From 1987 to 1992, Nick was an attorney at Latham & Watkins and was involved in a wide variety of corporate transactions, including mergers and acquisitions and corporate financings for below investment grade companies. Nick has a J.D. from the University of Chicago and a B.A. from Carleton College.

Scott Avila, Chief Executive Officer of Armory Strategic Partners, LLC

Scott is the Chief Executive Officer of Armory Strategic Partners. He has more than 25 years of management and consulting experience advising financially and operationally distressed companies through complex organizational change. He has led a wide range of restructuring projects and has assumed interim senior executive positions for companies in a wide variety of industries. Prior to joining Armory, Scott was a Principal in Deloitte’s Corporate Restructuring Group and Managing Partner at CRG Partners Group prior to the sale of CRG to Deloitte in 2012. He received his BA from California State University and his MBA from the University of Southern California.

Senior Professionals

Aaron Copeland, Senior Vice President

Aaron is a Senior Vice President of The Cosine Group, and was formerly a Vice President at Victory Park Securities. Previously he conducted independent valuation opinions and worked at Mirus Capital Advisors where he focused on mergers and acquisitions and other financial advisory services across various information technology and consumer sectors. Prior to earning his MBA, Aaron gained capital markets experience as an Associate Vice President in the Royal Bank of Canada’s Wealth Management division. He received an MBA from Boston College’s Carroll Graduate School of Management concentrating in Corporate Finance and a BA in Economics and Mathematics from Middlebury College.

Matthew Cusick, Managing Director

Matt is a Managing Director of The Cosine Group, a division of Armory Securities, and was formerly a Managing Director and Co-Founder at Victory Park Securities. Matt brings over 14 years of experience advising companies in strategic alternatives. Matt joined Victory Park Securities in 2010 from Revolution Partners, an investment banking division of Morgan Keegan (now part of Raymond James). Matt has advised on dozens of transactions including buy-side acquisitions, strategic sales, financings, divestitures and joint ventures for public and private companies, both domestically and internationally. In his career, Matt has consummated deals with a wide range of strategic and financial buyers . He was formerly an investment banking analyst in Robertson Stephens’ New York office focused on software and services companies. Matt graduated cum laude from Georgetown University with a BS in Finance.

Eric Golden, Managing Director

Eric joined Armory in 2015 and is a Managing Director. Eric has nearly 20 years of experience leading mergers, acquisitions, capital raises and other strategic transactions for ventures ranging from startups to billion-dollar holding companies. Prior to Armory, he advised companies in the technology, media, energy, and food and beverage industries on corporate development. From 2007 to 2013, he built, led and ultimately sold Equipois Inc., a startup that pioneered an exoskeletal arm technology, as well as serving as CEO of Imagility, which acquired and operated entertainment technology companies. Previously, Eric served as Executive Vice President and General Counsel of Panavision, Senior Vice President and General Counsel of the Washington Redskins, and Vice President and Special Counsel to MacAndrews & Forbes Holdings. He received a J.D. from Harvard Law School and an AB from Brown University.

Nicholas Hailey, Managing Director

Nick is a Managing Director of The Cosine Group, a division of Armory Securities, and was formerly a Managing Director at Victory Park Securities. Nick has over 16 years of experience as a strategic advisor and M&A specialist. He was formerly the head of the New York office of Revolution Partners, an investment banking division of Morgan Keegan (now part of Raymond James). Prior to joining Revolution Partners, Nick was an Associate Director at UBS Investment Bank in the Technology Mergers & Acquisitions Group. Before UBS, Nick ran the Software Architecture Group at Orbit Commerce, Inc., an eCommerce Software company acquired by Digital River in October 2001. Nick also served as a technology consultant in Accenture’s Chicago office where he focused on implementing eCommerce systems, internet-based applications, and Artificial Intelligence solutions. Nick received an MBA from the University of Michigan, Ross School of Business and graduated from Kenyon College with a degree in Biochemistry.

Dan Lasher, Senior Vice President

Dan is a Senior Vice President of The Cosine Group, and was formerly a Vice President at Victory Park Securities. Previously Dan was the Head of Product and Business Operations at Streetwise Media where he helped drive product strategy and design, leading to an acquisition by the American City Business Journals. Prior to his role at Streetwise Media, he helped execute nearly 30 early- and growth-stage strategic transactions totaling more than $600 million as a venture investor with GrandBanks Capital and an investment banking advisor with Revolution Partners, an investment banking division of Morgan Keegan, respectively. Dan received a BS in Management with concentrations in Finance and Marketing from the Carroll School of Management at Boston College.

Douglas McDonald, Managing Director

Doug is a Managing Director with over 15 years of of investment banking experience on over 60 mergers and acquisition, financing and restructuring advisory transactions. In 2014, he was recognized as a Top 40 Under 40 Dealmaker by M&A Advisor. Doug has been with Armory’s investment banking group since 2008, first as a Director and then as a Senior Vice President. Prior to joining the investment banking group, Doug was a Vice President in the Investment Banking division at Lehman Brothers where he executed over $9 billion of financing and merger and acquisition transactions with financial sponsors and business services companies. From 2003 to 2005, Doug worked at Kerlin Capital Group as a Senior Associate where he specialized in merger and acquisition transactions. Doug has a concentration of experience and relationships with clients in the Real Estate, Food & Agriculture industries.  Doug serves on the Board of Directors of The California Rangeland Trust, a non-profit organization.  Doug earned an M.B.A. from The Anderson School at UCLA and a B.A. in Economics from Stanford University.

Jonathan Reis, Managing Director & Head of Life Sciences

Dr. Jonathan Reis is a Managing Director and Head of Life Sciences Investment Banking. Dr. Reis is an experienced life science professional with over 25 years of executive management. In addition to serving as the Head of Life Sciences at Armory Securities, Dr. Reis is also CEO of Extera Partners, a leading life sciences corporate development advisory firm. Prior to Extera and Armory, Dr. Reis founded several medical device start-up companies and was involved in venture capital investment activities. He was also head of the out-of-hospital complex patient care division of Coordinated Care Solutions, a $100m revenue business servicing private and government payers. Earlier in his career, he co-led IBM’s healthcare business in Israel. He also practiced emergency medicine and has been published in leading medical journals. Dr. Reis earned his MD from the Technion Institute of Technology and his MBA from the Harvard Business School.

Peter Richter, Managing Director

Peter is a Managing Director with over 20 years of experience advising clients across a variety of industries on M&A activities, capital raising, refinancing, restructuring and value enhancing strategy development. As an investment banker, he has successfully sold private and public companies both out of court and via 363-bankruptcy process, negotiated placements of debt and equity, and monetized underperforming business segments – with transaction sizes ranging from $15 million to $1.0 billion. In addition to investment banking, Peter has also served in other roles including, operator, investor, director, and financial advisor to help clients improve operations, grow revenue, drive EBITDA, and enhance working capital. Peter received his B.S. in Finance from Eastern Illinois University. He is a Certified Turnaround Professional and has won the M&A Advisor Annual Deal of the Year Award for Industrial Goods and Basic Resources.

James Rollings, Senior Principal

Jim joined Armory Capital Group in 2011. Previously, Jim served as an Account Manager at BTS Asset Management, a multi-billion dollar investment manager specializing high yield portfolio allocation. In this capacity, Jim assisted in trade execution and portfolio optimization for several multi-strategy projects with a client base spanning over 2,500 financial professionals. Jim earned a B.A. in Environmental Geography from Colgate University and completed the Bridge Program at the Tuck School of Business at Dartmouth College.

Steven Sadek, Managing Director

Steven Sadek is a Managing Director with over 13 years of investment banking and financial restructuring experience focusing on large and middle-market companies. Previously, Steven was a Director in the Consumer, Healthcare & Gaming Investment Banking group at Wells Fargo Securities where he executed a broad range of transaction types, including leveraged buyout financings, public equity and high yield financings, debt and equity private placements, senior leveraged loans, and M&A advisory.  Prior to joining Wells Fargo, Steven worked in the special situations and financial restructuring group at Chanin Capital Partners on transactions with debtors and creditors, including pre-crisis situations, out-of-court workouts, and Chapter 11 reorganizations. Steven began his career at CIBC World Markets and worked in the Leveraged Finance and Gaming, Lodging & Leisure groups. Steven graduated from the Jerome Fisher Program in Management & Technology at the University of Pennsylvania, where he received degrees in Economics from the Wharton School and in Systems Science from the School of Engineering and Applied Science.

Allen Soong, Managing Director

Allen joined Armory in 2016 and is a Managing Director. Allen has more than 14 years of experience in financial and operational restructuring, with an emphasis on working capital improvements, cost reduction, and strategic planning. Allen has helped private and public companies improve profitability and liquidity, as well as address capital structure challenges. Prior to joining Armory, Allen was a Senior Vice President in Deloitte’s Corporate Restructuring Practice and a Managing Director at CRG Partners Group until its sale to Deloitte in 2012. Prior to CRG, Allen began his career with a leading international management consulting company and then worked at a private equity firm where he was responsible for investment strategy development, financial modeling, due diligence, and portfolio oversight. Allen received his B.A. from Harvard University and is a Certified Insolvency and Restructuring Advisor (CIRA).

Tom Thompson, Managing Director

Tom is a Managing Director of Armory’s Investment Banking Group specializing in restructuring and revitalization advisory and banking services. Tom has served as an expert witness in several chapter 11 cases and has also served on the board of directors of several companies post restructuring. Prior to Armory, Tom held various management roles at StormHarbour Securities LP, UnionBanCal Equities, Global Hunter Securities, Chanin Capital Partners and Imperial Capital, LLC. In his over 15 years of restructuring experience, he has developed and executed corporate finance strategies for numerous distressed companies, both as a restructuring advisor and an investment banker. In these roles he has represented a variety of constituents in distressed transactions, such as debtors, banks / secured creditors, unsecured creditors and equity holders. Tom began his corporate finance career as an analyst at CS First Boston and holds a B.A. from UCLA and was formerly a CPA.

Joshua Zuckerwise, Chief Financial Officer

Josh returned to Armory in 2013 after spending the previous year as the Chief Financial Officer and Chief Compliance Officer of TriLinc Global, LLC. While at TriLinc, Josh was responsible for the accounting, SEC reporting, compliance and operations of a 1933 Act registered fund and of a Registered Investment Adviser. Josh previously joined Armory in 2008, and prior thereto, served as the Global Controller at Clearwater Capital Partners, LLC, a multi-billion dollar investment manager focused on the investment and trading of distressed loans and private equity investments predominantly in Asia. In this capacity, Josh was responsible for the accounting, reporting, compliance and operations of various vehicles. From 2000 to 2006, Josh worked for PricewaterhouseCoopers LLP in New York where he spent six years focusing on the audits of alternative investment management clients. Josh earned a B.S.M. from Tulane University and is a Certified Public Accountant.

Candy Chung, Director

Candy is a Director with more than seven years of experience in providing financial and operational restructuring services to companies in transition. She is skilled in financial and strategic analyses, financial projection models, operational and management reporting, and liquidity/working capital management across a variety of industries, including biofuels, consumer products, healthcare, retail, restaurants and technology. Before joining Armory, Candy was a Vice President in Deloitte’s Corporate Restructuring Group and Senior Consultant at CRG Partners Group prior to its sale to Deloitte in 2012. Candy received her bachelor’s degree in business administration from the University of Southern California and is a member of the American Bankruptcy Institute, Turnaround Management Association and the International Women’s Insolvency & Restructuring Confederation.

Andrew Feller, Director

Andrew Feller is an operations and performance improvement advisor with deep experience in industrial, aerospace and technology manufacturing and supply chain operations where he implements lean manufacturing and supply chain methods to enable efficient volume production and improve financial performance.  He is particularly skilled in providing operational due diligence and has worked with clients to drive production and business process designs, restructurings and turnarounds.  He is a lean practitioner and implementer production processes and industrial systems for cost and cycle time performance improvement. Andrew earned a B.S.E., M.S. and PH. D from Arizona State University.

Bob Lobban, Director

Bob, Director, has more than 35 years of senior management and consulting experience in providing operational and financial advisory services to companies in transition. He has held numerous senior executive positions including, CFO, COO, Managing Director, Interim CEO, and member of the Board of Directors, to successfully lead both private and public companies to improve profitability and liquidity, and strengthen their balance sheets. Prior to joining Armory, Bob was the CFO and Interim CEO of Brook and Whittle, Ltd., a manufacturer in the consumer products industry. Before that, he was the President of Newfound Consulting, a boutique firm focused on Interim Executive management, Board Directorships, and financial advisory services. He has also worked with many companies in a consulting role to transform businesses through operational and organizational restructuring and process improvement as a Principal with Gemini Consulting and as a Vice-President with the George Group. Bob received his B.S in Industrial Engineering from Northeastern University and his MBA from the Harvard Graduate School of Business.