Umergence

Trust. Growth. Experience.

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About

Umergence is a premier broker dealer placement agent specializing in private placements and alternative investments. Our representatives focus on institutional capital placements, M&A advisory, early to late stage direct investments, and late-stage secondary opportunities.

Our back office systems use a proprietary data management systems that enable supervision, operational efficiency, and 24 hour access. Our goal is to provide stakeholders with the tools and information they need, allowing for smooth transactions from inception to closing.

Umergence was inspired by the word “Emergence”, which is a phenomenon of coming together to create something greater than the sum of its parts. When we come together in the deal making process, we strive to create the most value for our clients.

Our team is here to help clients navigate the opacity of alternative investing and private capital markets. Our goal is to offer solutions, not obstacles, and the wisdom of experience to get things done right.

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Our Team & Affiliates

Our world class team of seasoned professionals average more than 20 years in the industry and have collectively been involved with raising more than $75 billion of capital. We leverage a carefully cultivated network of domestic and international single/multi-family offices, high net worth individuals, private equity funds, pensions funds, endowment funds, sovereign wealth funds, institutional lenders and strategic investors.

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Nicholas Oliveri

Nicholas at the age of eighteen founded Concordia Capital LLC, a registered investment advisory firm focused on structuring tax-efficient portfolios. Nicholas founded Concordia Capital to challenge duplicitous fee economics, underperformance, and opaque practices stemming from the producer-agent problem rife in the financial services industry.

Robert Samuel

Bob brings more than 30 years of experience in the Taft-Hartley and Public Fund market. As a thoughtful and trusted advisor and friend to many in the industry, Bob has earned the respect of the key players in the business. Although he built his career in the Real Estate space at American Realty Advisors, his relationships, knowledge, and value expands to all areas of the Private Markets arena.

Jacob Vandersteen

Jacob Vandersteen is an American Entrepreneur and the Founder of the Manuka Network. His primary focus and purpose is to be #1 in the world at creating successful relationships, investments and exits in the web3 world for investors and entrepreneurs through his work with Umergence.

Lenore Kopko

Stan Monlux

Stanton has 30 years’ experience founding and growing market leading technology companies. His experience covers private, venture backed and public companies across a spectrum of software, internet, and new media.

Todd Glassman

Todd has 25+ years of operating, investing, and advisory experience, having spent his career building, growing, and optimizing businesses for institutional investors and family offices as well as independently as an entrepreneur. His vast expertise spans capital markets, private equity, strategy, finance, and operations.

Kathleen Durusoy

Kathleen Durusoy is an international venture capitalist and investor with a strong people and capital network across the United States and the Middle East. Durusoy is currently a founding director at Transition Fuel NG Acquisition Corporation, a Canadian company with a focus on acquiring natural gas assets in North America. Durusoy is responsible for bringing 100MM+ in investment to the team.

Mark Golden

Mark a securities industry veteran, Mark has worked extensively with Family Offices and other UHNW allocators for almost 30 years. He has a unique perspective from being the consummate "connector" with deep experience and understanding as to how Wall Street works with a laser focus on getting the deal done. Prior to the Panther Group, Mark has led teams at firms such as Hornblower Weeks. IHS Markit, Family Office Networks and more.

Bhavya Gupta

Bhavya is the Founder and Managing Partner of ACE Consultants, working on collaborative working relationships with Investors and clients globally. ACE Consultants works closely with companies getting them ready for capital raise, market expansion, cross border consulting with a special emphasis on Emerging markets. With a proven track-record in long-term business development and strategic solutions, Bhavya has an extensive network in India and Middle East.

Jon LoPresti

Jon is an experienced investment banker, business owner and financial advisor. With experience in business and finance spanning 23 years, Jon has the unique ability to develop relationships and align himself with the clients and companies he serves by tailoring specific solutions and executing on short, medium and long term goals with the focus of improving the lives of all his clients. Jon has held positions with Morgan Stanley, Merrill Lynch and JP Morgan during his career.

Tom Gallagher

Tom Gallagher has over 30 years of experience in the financial services industry. He was a rates trader in NY for ten years prior to moving to Hong Kong to set up Citi's Fixed Income Prime Brokerage for Asia/Pac. He then spent four years in sales and trading for Citi's Securities Lending business in Asia. Currently, Tom and his partners in Asia and Australia are focused on raising capital for various projects both domestically and globally.

Alexander Logan

Alex is a recent graduate from the University of Connecticut, where he obtained a bachelor’s degree in finance. He has always academically excelled, as seen through his consistent appearance on the dean’s list and finishing magna cum laude within the school of business.

Jeff Ciarcia

Jeff has 15+ years of investment management and risk analytics experience. Previously, Jeff worked as an international equity and M&A portfolio manager for FNY Capital as well as with the commodities group of the Louis Dreyfus Company.

David Logan

Prior to co-founding Umergence, David served for over 10 years as an institutional director of technology and advisor on capital markets activity.

You?

We are looking for team members. Umergence is growing and we are seeking to expand our already amazing team. If you have your series 7 and are looking for a new home, we encourage you to join us! Connect with us.

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Services

Equity Capital Markets

Private placement and capital introductory services with global reach across a wide range of sectors. Although we maintain a focus on growth stage startups and institutional fund placement, we are always willing to consider new offerings based on their merits and circumstances.

Debt Capital Markets

Strategic debt capital introduction services for convertible notes, senior and non-senior debt facilities, mezzanine, bridge, lines of credit, and bespoke alternatives based on individual client needs.

Holistic Strategy

We work to bridge connections between GPs, LPs, independent sponsors and strategic capital partners across the entire capital stack. We offer services for primary fundraises, secondary transactions, private placements, as well as direct deals and co-investments.

Partners

The flow and velocity of money largely represents the circulation of energy throughout our society. We take this responsibility seriously and partner with trusted partners to help with distribution.

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Umergence Venture Studio

The Umergence Venture Studio is a network of retail investors, entrepreneurs, deal makers and executives. Our unique platform allows collaborative participation between retail investors and institutional capital.

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Contact

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