RICK HENDRIX | ceo & director
Former Chairman and CEO of FBR & CO. (formerly NASDAQ: FBRC) (“FBR”), a capital markets firm focused on middle market companies
Helped grow FBR into a leading book runner for initial equity offerings, with a key focus on sole managing large private placement offerings
Oversaw 12 corporate transactions, including six acquisitions, the carveout of FBR from Arlington Asset Investment Corp., FBR’s subsequent IPO in 2007, and the sale of the company in 2017
Currently an Operating Partner at Crestview Partners
Co-Founder and a Managing Partner of Live Oak Merchant Partners
andrea tarbox | CFO & Director
Former CFO and VP of KapStone Paper & Packaging (formerly NYSE: KS)
Assisted in KapStone’s merger with Stone Arcade Acquisition Corp. (a SPAC) and served as CFO until KapStone’s sale in 2018
Executed five add-on acquisitions and secured financings of nearly $3.0 billion
Named by Institutional Investor to the All-America Executive team as one of America’s best CFO’s in 2014 and 2015, and by Financial Executives International as Chicago CFO of the year in 2012
GARY WUNDERLICH | PRESIDENT
Co-Founder and Managing Partner of Live Oak Merchant Partners
Founder and former CEO of Wunderlich Securities, Inc., a full-service investment banking and brokerage firm that grew to more than 400 employees and over $10 billion of client AUM
ADAM FISHMAN | COO
Managing Partner of Live Oak Merchant Partners
Spent 14 years as an executive at FBR & Co, where he was Head of Institutional Brokerage until its sale to B Riley Financial in 2017
Most recently he was Head of Permanent Capital Group at Jefferies, where he started and lead their SPAC and late-stage Equity Private Placement businesses