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.
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DirectorAmg Capital Group Jun 2024 - PresentResponsible for real estate investments, investor relations, and capital markets.
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Loan Programs & Special ProjectsUptiq Jan 2024 - PresentLos Angeles Metropolitan AreaFounded 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 -
Vice PresidentFocus Financial Partners Jun 2021 - Jan 2024Los Angeles, California, United StatesDirector of Credit - Focus Treasury & Credit Solutions -
M&A - Credit AdvisoryWoodforest National Bank Mar 2020 - Jun 2021Los Angeles Metropolitan Area -
Relationship Manager1St Century Bank Jan 2019 - Mar 2020Greater Los Angeles Area -
Relationship ManagerBoston Private Feb 2016 - Jan 2019Greater Los Angeles Area -
Portfolio ManagerBoston Private Aug 2015 - Jan 2016Greater Los Angeles AreaCommercial Lending Portfolio Manager -
Credit AnalystBoston Private Bank Jul 2014 - Aug 2015San Francisco Bay AreaGeneralist with experience underwriting commerical real estate, C&I businesses, professional service firms, and nonprofit organizations.
Nicholas Egan Education Details
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Economics
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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Nicholas Egan
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Nicholas Egan
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Nicholas Egan
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