Nicholas Egan

Nicholas Egan Email and Phone Number

Acquisitions @ UPTIQ
Nicholas Egan's Location
Malibu, California, United States, United States
About Nicholas Egan

Negotiate on behalf of Financial Advisors, GPs, Family Offices, and Owners seeking to achieve the optimal capital stack for Buyouts, Growth Capital, and Refinancings.Seasoned debt markets participant through current and formal roles as a commercial and direct lending credit analyst, originator, and placement agent. Broad transactional experience across industries and scenarios, credit structures and custom features. Developed and personally maintains a trusted, targeted pool of lender relationships consisting of banks and nonbank partners. Close access to the proven set of lenders leads to certainty of execution within borrower constraints. Focus on loan agreement diligence, competitive terms, and tailored, fair and clear covenants.

Nicholas Egan's Current Company Details
UPTIQ

Uptiq

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Acquisitions
Nicholas Egan Work Experience Details
  • Amg Capital Group
    Director
    Amg Capital Group Jun 2024 - Present
    Responsible for real estate investments, investor relations, and capital markets.
  • Uptiq
    Loan Programs & Special Projects
    Uptiq Jan 2024 - Present
    Los Angeles Metropolitan Area
    Founded in 2022 by experienced fintech investors, UPTIQ’s Lending platform enables financial advisors to connect their clients to a network of lenders who can fund virtually any liquidity need or risk profile. Using Artificial Intelligence (AI), UPTIQ matches the right loan product and the right lender, and intelligently tailors pre-qualified credit solutions.https://www.businesswire.com/news/home/20240129426340/en/UPTIQ-Expands-its-Reach-to-3200-Advisors-with-Strategic-Acquisition-of-Focus-Treasury-and-Credit-Solutions
  • Focus Financial Partners
    Vice President
    Focus Financial Partners Jun 2021 - Jan 2024
    Los Angeles, California, United States
    Director of Credit - Focus Treasury & Credit Solutions
  • Woodforest National Bank
    M&A - Credit Advisory
    Woodforest National Bank Mar 2020 - Jun 2021
    Los Angeles Metropolitan Area
  • 1St Century Bank
    Relationship Manager
    1St Century Bank Jan 2019 - Mar 2020
    Greater Los Angeles Area
  • Boston Private
    Relationship Manager
    Boston Private Feb 2016 - Jan 2019
    Greater Los Angeles Area
  • Boston Private
    Portfolio Manager
    Boston Private Aug 2015 - Jan 2016
    Greater Los Angeles Area
    Commercial Lending Portfolio Manager
  • Boston Private Bank
    Credit Analyst
    Boston Private Bank Jul 2014 - Aug 2015
    San Francisco Bay Area
    Generalist with experience underwriting commerical real estate, C&I businesses, professional service firms, and nonprofit organizations.

Nicholas Egan Education Details

Frequently Asked Questions about Nicholas Egan

What company does Nicholas Egan work for?

Nicholas Egan works for Uptiq

What is Nicholas Egan's role at the current company?

Nicholas Egan's current role is Acquisitions.

What schools did Nicholas Egan attend?

Nicholas Egan attended Amherst College, De La Salle High School.

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