EPL Group Inc.

Vice President

• Own capital relationships across both branches of the firm
• Provide buyer and capital coverage on sell-side and buy-side M&A mandates
• Lead capital formation for VC funds, independent sponsor deal equity, and SPV syndication
• Cover institutional allocators, direct-investing family offices, RIAs, and advisor networks
• Build the firm's wealth channel
• Build senior relationships across allocators, family offices, and RIA and advisor networks
• Run raises for funds, sponsor deals, and SPVs from positioning through close
• Support M&A mandates with live buyer and capital intelligence
• Formalize partnerships with RIA firms, broker-dealers, and advisor networks
• Educate advisors and investors on private markets structures and economics
• Source mandates into both branches
• Partner with Finalis on compliance, onboarding, and Regulation D requirements

VP Capital Formation

Financial Planning and Analysis

• Originate and qualify investment opportunities across the platform’s strategies
• Build and manage relationships with family offices, RIAs and institutional allocators
• Support due diligence, investment memos and deal execution
• Represent EPL Capital at industry events and in allocator meetings
• Work directly with the Managing Partner on platform growth

VP Capital Formation

Investment Manager