Founded in 1969, Macquarie Group is a global provider of banking, financial, advisory, investment, and funds management services. It offers a diversified range of services to clients across industries such as resources, energy, financial institutions, infrastructure, real estate, and more. With over 13,000 employees in 28 countries, Macquarie had assets under management of $US359 billion as of September 2013.
Managing Director and Head of Digital and Demand Generation, Macquarie Group
William Demas
Senior Managing Director and Head of Americas, Green Investment Group
Nick Donovan
Vice President, ECM and Corporate Brokerage
James Dyckhoff
COO, Chairman, Operating Committee and Public Investments Executive Committees Member
Stephan Feilhauer
Senior Vice President
Matthew Fiore
Managing Director - Software and Services Americas
Eric Hallstein Ph.D
Managing Director
Larry Handen
Senior Managing Director
Catalina Hayata
Managing Director and Head, LATAM Private Credit
Florian Herold
Group Head, Principal Finance
R. John Hughes
Executive Director and Head of Principal
Kevin Hwang
Managing Director, Principal Investing
Karl Kuchel
CEO
Frank Kwok
Senior Managing Director and Head of Infrastructure, Asia-Pacific
Nathan Luckey
Managing Director, Macquarie Infrastructure and Real Assets
Shawn Lytle
Global Head of Macquarie Investment Management and President of Delaware Funds
Sean McCarthy
Managing Director, North American Telecommunications, Media and Technology (TMT)
Doug Meador
Senior Managing Director
Henry Middleton
Head, Wealth Distribution for Europe, the Middle East, Africa and Asia and Managing Director
Anton Moldan
Senior Managing Director
Kevin Nobels
Managing Director, Infrastructure and Energy Capital
Sam Southall
Managing Director
Paul Su
Senior Managing Director and Chairman of Greater China, Macquarie Capital
Don Trent
Senior Managing Director
Heather Wachtler
Senior Vice President
Past deals in Retail Lending
MitchCap
Debt Financing in 2023
MitchCap facilitates sales growth for businesses by offering credit capacity and extended payment terms aligned with their distribution cycles. It optimizes data flow between channel partners to enhance decision-making and improve operational efficiencies.
Waddell & Reed Financial
Acquisition in 2020
Waddell & Reed Financial is a financial services company that provides investment management and advisory services, underwriting and distribution of investment products, and shareholder services for mutual funds and institutional and separately managed accounts. Through its operations, it serves as an investment adviser to institutional and private clients, may perform sub-advisory roles for other investment companies, and offers retirement, life insurance and disability products to advisors, institutions and individuals. The firm markets its products and services through wholesale channels, retirement platforms, and independent financial advisors, and serves a diverse client base including individuals, families, and institutions. Founded in 1937, it is based in Overland Park, Kansas.
Lufax
Series C in 2018
Lufax is a technology-driven personal financial services platform in China, operating as an associate company of Ping An Insurance. It specializes in wealth management solutions for China's middle class and affluent population, along with retail credit facilitation services.
CommonBond
Debt Financing in 2016
CommonBond, Inc. is an online lending company based in New York, founded in 2011. It specializes in providing financial solutions for students seeking to pay for higher education in the United States. The company offers refinancing and financing options for undergraduate and graduate student loans, including parent PLUS loans and MBA student loans. CommonBond enables students to access both fixed and variable rate products for refinancing existing loans or financing their education while enrolled. Additionally, the company provides a product called SmartSave, which allows customers to redirect their monthly savings from student loan refinancing into a wealth-generating cash account. Furthermore, CommonBond assists businesses in managing their employees' student loan debt, thereby addressing the growing concern of educational debt in the workforce.
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