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Steve Makely

Mr. Makely has extensive experience in investment banking, advisory and wealth management. Mr. Makely specializes in sourcing, evaluating, structuring and executing middle-market private placement transactions across various sectors, with an emphasis on Cannabis and Consumer verticals. He has developed strong relationships with institutional investors in North America and elsewhere, with a focus on both debt and equity capital markets. Mr. Makely aims to provide investors with superior, risk-adjusted returns through aligning investment capital, investment strategies and management capabilities with companies identified to be potential leaders in their categories.

 

Previously, Mr. Makely worked in the Capital Markets division of ELLO Capital, a Los Angeles-based boutique investment bank. He was responsible for identifying debt, equity and alternative financing solutions for public and private cannabis companies, including PIPEs, sale-leasebacks, and asset-backed loans. Prior to that, he was an M&A Associate with Bainbridge Capital Advisory, where he advised numerous private equity, family office and corporate clients on buy-side transactions in the Healthcare, TMT, Industrials and Services industries. There, he focused on deal origination, due diligence, and execution of new platform and add-on investments. Mr. Makely began his career as a Financial Advisor with Edward Jones Investments and has held previous positions in sales, marketing and real estate.

 

Mr. Makely earned his Bachelor of Business Administration degree in International Business with First Honors from the University of San Diego. He is a FINRA registered representative and holds FINRA Series 7 and NASAA Series 66 licenses.