It is not just the combination of highly trained and experienced people that enables PHiQ to deliver the highest quality services. It is the collective experience of commercial, financial, accounting and business development skills that provides a unique framework for business success.
Based in New York, Jim has over 35 years of experience in structured finance, specifically leasing, project finance, leveraged finance, structured trade finance, debt placement, private equity, debt and equity placement, and M&A.
Jim has held senior transaction and managerial positions with some of the most influential financial institutions in the world, among them are the Bank of Tokyo Mitsubishi, Deutsche Morgan Grenfell, Salomon Smith Barney/CitiGroup , Bell Atlantic Capital, GATX Capital, and ITEL Corporation. He is currently a principal and co-founder of Gotham Capital Advisors.
This experience, together with first-hand knowledge of the alternative energy (geothermal, solar, hydro, and wind power), infrastructure, aviation, rail, marine, commercial real estate, manufacturing, and power production sectors enables Jim to advise clients effectively on the modelling, development, marketing, analysis, and implementation of highly complex commercial strategies and transactions.
Based in London, Stephen is a Director of J-M Capital (a firm authorised and regulated by the UK Financial Conduct Authority) and has over 20 years of experience in structured finance, including project financing, tax-efficient debt, leasing, private equity, M&A and debt placement.
Prior to J-M Capital, Stephen was Director and Founder of Trilogy Financial Products, Head of Structured Capital Markets – EMEA at Bank of America, Head of Structured Finance – Europe at Bank Paribas Capital Markets, UK/Ireland Head of Equity Structuring/Specialised Leasing at Citibank, and Vice President of Global Finance at Goldman Sachs.
Although qualified to advise on a wide range of transactions for many types of clients, Stephen brings with him a particular geographic specialty in the Nordic/Baltic/Russian regions, as well as industry expertise including logistics, transportation, distribution, media, financial services and natural resources.
Based in Sydney, Michael has extensive credentials in financial engineering, capital structuring and strategic business development, gained during a 20 year career traversing corporate and structured finance, financial and capital markets, risk and relationship management, and business advisory services.
Prior to founding PHiQ Capital (a licenced Australian financial services company) in 2003, Michael was a Director of Corporate Financial Engineering at Société Générale, having been a Director of Structured Products at PwC, and a Manager in Structured Products at Commonwealth Bank of Australia before that.
This experience, together with a multidisciplinary background in finance, accounting, taxation and law, affords him an innate ability to design, market, implement, and critically evaluate highly complex commercial, financial and legal arrangements spanning any number of jurisdictions, industries and market sectors.