Joseph Acevedoteam
Managing Director
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Mr. Acevedo is responsible for sourcing, due diligence, structuring, and monitoring of direct investments. He has served as board director or observer to nine portfolio companies across the healthcare, business services, media, technology, and financial services industries. He has executed private investment transactions across buyouts, growth equity, mezzanine and convertible debt and has 20 years of finance and direct private equity investment experience.

Mr. Acevedo was most recently a Principal at Pharos Capital Group where he was responsible for managing transaction teams, leading due diligence efforts, and monitoring portfolio companies. Prior thereto, Mr. Acevedo was Director of Business Development at Univision, where he launched and led new business initiatives. At JP Morgan and SG Cowen, Mr. Acevedo was an Associate in the Latin American equity research group, covering the media, telecommunications, mining and steel industries. He began his career as a Financial Analyst structuring fixed income transactions for government municipalities at Merrill Lynch in 1996. Mr. Acevedo graduated from Harvard College with an AB, cum laude, in Government and holds an MBA in Finance from the Wharton School, where he was a Robert A. Toigo Fellow.

Rafael Ortiz
Managing Director
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Mr. Ortiz was a Principal at Palladium Equity Partners, a $2 billion AUM private equity firm based in New York focused on making investments in lower-middle market companies with a focus on founder and family-owned businesses. At Palladium, Mr. Ortiz led deal teams overseeing more than $500 million in equity value and was responsible for sourcing, screening, and diligence of new investment opportunities across the healthcare, industrial products, and financial services industries.  

Born and raised in Puerto Rico, Mr. Ortiz began his career as an Analyst in internal M&A group of Banco Popular executing principal investments and acquisitions in transaction processing and financial services companies in the U.S. and Latin America. He then served as an Associate with Advent-Morro Equity Partners, a San Juan-based private equity firm affiliated with Boston-based Advent International, where he invested in opportunities in healthcare services, business services, and manufacturing. Mr. Ortiz earned a BS from the Georgia Institute of Technology and an MBA from Stanford’s Graduate School of Business.

Carlos Rodríguez
Managing Director
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Mr. Rodríguez was most recently a Managing Director and Deputy Head of Macro at Credit Suisse in New York and London. Mr. Rodríguez began his career on Wall Street in the Public Finance Department of Merrill Lynch in 1996 where he focused on interest rate hedging strategies to enhance debt transactions for municipal clients and non-for profit institutions. After working several years covering banking clients he shifted his focus to trading where he rose to manage Merrill Lynch’s proprietary guaranteed investment contract business.

In 2004 Mr. Rodríguez transitioned to Deutsche Bank to establish the bank’s Municipal Bond effort from scratch. Over the next 6 years, he built an elite banking team covering all aspects of municipal bond trading and grew the business into one of the most profitable segments of the bank. Mr. Rodríguez received his BS in Finance and MS in Accounting from Tulane University, with honors.

Lloyd Sams
Managing Director

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Mr. Sams has over 35 years of experience in debt and equity investing across a variety of industries and deal structures. Mr. Sams was a founding partner of BIA Digital Partners, where he helped raise $280 million in capital for two SBIC funds and invested in 38 transactions totaling over $318 million.

As Managing Director & Head of Lower Middle Market Investing at BDCA, a $2.5 billion non-traded BDC investing in debt and equity securities of US middle market companies, Lloyd executed 5 transactions totaling $83 million and oversaw a team that invested over $400 million. Prior to BDCA and BIA, Mr. Sams was a Managing Director and Group Head for Communications and Media Finance at First Union (now Wells Fargo) and Head of the Telecommunications Team at First Chicago (now JP Morgan). Lloyd received a BS in Business Administration from Washington and Lee University in Lexington, Virginia, and an MBA from the University of North Carolina at Chapel Hill.

Eddie Ortiz-Nieves
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Mr. Ortiz-Nieves previously worked as an Analyst at Greenhill & Co., a global investment bank focused on providing financial advisory in mergers and acquisitions. He was part of Greenhill’s Latin America Group based in New York. He started his career as an Analyst at Sonenshine Partners, a New York-based boutique investment bank specializing in the healthcare, TMT, and consumer sectors. Mr. Ortiz-Nieves graduated from Yale University with a BA in Economics.

Ernesto López Roig
Summer Analyst
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Mr. López Roig previously worked as an Analyst Intern at Fortaleza Capital Partners, an investment banking boutique focused on providing mergers and acquisitions advisory. Mr. López Roig is a Senior at the University of Puerto Rico at Río Piedras, where he is pursuing a BBA in Finance and Economics with an emphasis on Investments.