Walter Bailey
President of Arena Financial Services and Venture Partner at Anzu Partners. Building investment-banking practices for thirty years across Citigroup, Jefferies, Macquarie, Academy, and Oberon.
Senior investment banker focused on M&A, capital raising, and corporate finance for the lower middle market. I lead Arena Financial Services LLC — the broker-dealer affiliate of Arena Investors LP — including its investment-banking division, Quaestor Capital Markets.
At Anzu Partners, I help direct an investment firm focused on industrial and life-science technology companies with the potential to transform their industries.
Across thirty years I have built or co-led investment-banking practices at five firms, and I sit on boards across infrastructure, healthcare data, and education.
- M&A — sell-side & buy-side
- Takeover defense
- LBO / MBO
- Recapitalizations
- Carve-outs & spin-offs
- LP capital raising
- Equity Capital Markets
- Industrials · CleanTech · Defense
Oberon Securities — senior investment banker, boutique NY investment bank · Academy Securities — Head of Investment Banking, Veteran-owned firm · Macquarie — Managing Director, Head of CleanTech & Defense Advisory, interim Head of US ECM · Jefferies & Company — senior banker, co-founder of the Industrials Group · Citigroup Global Markets — senior member of the investment-banking team, formerly Salomon Smith Barney & Salomon Brothers
- Municipal & Infrastructure Assurance Corporation corporate director
- Galt Associates corporate director
- EpiSource LLC corporate director
- Kingswood-Oxford School trustee
Open for inbound on live mandates in the lower middle market.
Get in touch →Also reachable on LinkedIn
Securities offered through Arena Financial Services, LLC · Member FINRA / SIPC. Not an offer to buy or sell any security.