September 4, 2014 – Bridgepoint Merchant Banking is pleased to announce the recent hiring of Daniela Berzoi, Kyle Kaluza and Benjamin Lam as Investment Banking Analysts and the promotion of Alex Lam to Investment Banking Associate to support continued firm growth and robust deal flow volume.
Adam Claypool, Managing Principal, said, “The addition of Daniela, Kyle and Benjamin has met our goal of rapidly building out the Bridgepoint team and will add substantial support and leverage to our advisory and investment banking activities.” Matt Plooster, Managing Principal, added, “The additions to the team will allow us to provide additional clients with Wall Street quality investment banking capabilities and service.”
Ms. Berzoi joins Bridgepoint having recently completed her MBA at Bellevue University. Mr. Kaluza most recently worked at Koch Industries in the Finance and Credit departments. Ms. Berzoi and Mr. Kaluza will be based at Bridgepoint’s office in Lincoln, NE.
Mr. Benjamin Lam most recently worked at Principal Global Investors in the Derivatives group. Mr. Lam will be based at Bridgepoint’s office in Des Moines, IA.
Mr. Alex Lam joined Bridgepoint as an Analyst in 2012 after graduating from the MBA program at the University of Nebraska – Lincoln. Previously, Mr. Lam also worked for NUtech Ventures, a non-profit technology commercialization company and Invest Nebraska Corporation, a venture development organization in Nebraska. He has passed the CFA Level III exam and currently holds FINRA Series 63 & 79 licenses. Mr. Lam is based at Bridgepoint’s Lincoln, NE office.
About Bridgepoint Merchant Banking
Bridgepoint Merchant Banking, a division of Bridgepoint Holdings, LLC, is a lower and middle market investment banking and private equity firm. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, serves clients through the corporate lifecycle by providing merger and acquisition and corporate finance advisory services. Bridgepoint Merchant Banking also invests capital directly into companies through its private equity and venture capital funds.