Brad McDonald – Principal
Brad McDonald has 30 plus years experience in establishing and managing the financial divisions, investing funds and mitigating transactional risks, for some of the country’s largest bank and life insurance companies. Brad’s strengths are specializing in every form of structure and instrument to fund transactions. Strengths additionally include negotiating all transactional aspects and the related documentation. Brad has extensive experience in syndication of transactions domestically and internationally, specializing in the refining, energy, real estate and marine markets. Brad has also provided leases and debt for domestic and international transactions. Brad has managed the completion of hundreds of transactions, many ranging from $100 million to $4 billion in size.
Ulises de la Garza – CEO Mexico and LATAM
Ulises de la Garza has 20 plus years’ experience establishing and managing government and private strategic positions; He has background in analysis, construction, evaluation and innovation of public policies and government development of sectorial, cross-sectional, regional and international special programs, strategic planning and promotion of economic and social development, philanthropy, public and social assistance, attraction of foreign direct investment, international financial promotion and lobbying. He studied a bachelor’s degree in management information systems from the Autonomous University of Nuevo Leon (UANL), a master’s degree in business administration focused in finance (MBA) from Oklahoma City University, “graduated with high honors” and PhD in philosophy with a specialty in administration from the Autonomous University of Nuevo Leon, graduated with honorable mention “summa cum laude”, and PhD honoris causa from the Executive Global System of Harvard University, Charisma University and World Humanistic University.
Christopher McDonald – Principal
Christopher McDonald has a background in investment banking, corporate banking as well as private placements. He has experience leading large complex capital markets transactions in both an agent and participant role. He has advisory, private placement and structured finance experience in a wide variety of industries on a domestic and international basis. Christopher was part of a startup refinery project finance company, where he gained experience with raising equity, investor relations and business development. He speaks Spanish and has worked several years in Mexico and South America. Christopher graduated Cum Laude with an MBA from University of Houston and Cum Laude from Midwestern State University with a BBA in Business Administration and Spanish.
Gerry Tanner – Managing Director/Infrastructure – Credit Enhancement
Gerry Tanner was the chairman of the board of TXL Holding Company, a SEC broker dealer and formerly the investment banking subsidiary of Genstar Corporation, then a Fortune 100 company. He has many years of experience in the developing, owning and operating of energy projects, transportation assets and various build-to-suit and real estate projects. Gerry used to make a market in financial and various other forms of insurance and guarantees in a portfolio exceeding $2 billion. The loss experience on this portfolio is nil. Gerry is a past assistant professor of business administration at the University of Illinois – Chicago.