PR93026

NEW YORK, Nov. 15, 2021 /PRNewswire=KYODO JBN/--

-- Team Led by Experienced Fund Placement Professionals to Leverage

Oppenheimer's Scale, Thought Leadership and Resources to Further Deepen Service

Offerings for Alternative Investment Firms

-- Expanded Service Offerings Expected to Drive Incremental Investment Banking

& Capital Markets Opportunities in Technology & Healthcare, Real Assets-Focused

Industries and Others

Oppenheimer & Co. Inc. (

https://c212.net/c/link/?t=0&l=en&o=3357696-1&h=1487991273&u=https%3A%2F%2Fwww.opco.com%2F&a=Oppenheimer+%26+Co.+Inc.

) ("Oppenheimer") – a leading investment bank, wealth manager, and a subsidiary

of Oppenheimer Holdings (NYSE: OPY) – today announced the launch of its new

Global Fund Placement and Advisory Group ("FPA Group"). The FPA Group will

provide services to leading alternative investment firms to help them fulfil

their fundraising ambitions and strategic plans. Services will include

strategic and tactical advice as well as fundraising services, both for primary

funds and transactions.

Robert Lowenthal, Oppenheimer's Senior Managing Director and Head of Investment

Banking, said, "The Investment Banking Division is expanding its efforts around

private capital formation with a focus on institutional private market

investors. The FPA Group will provide the Division with enhanced capabilities

to offer alternative investment firms an even broader and deeper portfolio of

value-added services that complements the resources, relationships and thought

leadership of the global Oppenheimer platform. The service the FPA group will

provide includes a specialized level of expertise in advising global

alternative investment firms. We are excited to launch this new Group as we

establish a greater presence in the rapidly-growing global fundraising market."

The Global Fund Placement and Advisory Group will be led by Tanya McHale,

Managing Director, who will be based in London. Ms. McHale will report to Mr.

Lowenthal, Head of Investment Banking in North America, and Max Lami,

Oppenheimer EMEA Chief Executive and Head of Investment Banking.

Ms. McHale will be joined by Managing Director Andrew Roberts, Director Marcus

Klasse and Associate Curran Gaur, who all join Oppenheimer from MVision Private

Equity Advisers ("MVision"), a widely-respected independent international

alternative assets advisory firm. The team will operate globally with further

hires in process in the US and Asia.

Max Lami said, "It is a pleasure to welcome Tanya and the team to Oppenheimer.

This team brings over 30 years of combined experience in successfully advising

alternative investment firms and raising private equity funds. This talented

and entrepreneurial group brings a proven track record of developing long-term

relationships with private equity firms and institutional investors on a global

basis. Adding this new dimension to our service platform is an important step

toward strengthening our private capital markets business and will provide

powerful growth opportunities for many of our clients."

Prior to joining Oppenheimer, Ms. McHale served as a Managing Director at

MVision, which she first joined at its founding in 2001. At MVision, Ms. McHale

was a member of the firm's leadership team and played a prominent role in

global origination, execution and strategic advisory work for leading

alternative investment firms, as well as distribution to institutional

investors. Prior to MVision, she held positions at Credit Suisse First Boston

and DLJ in London.

At MVision, Mr. Roberts played a leading role in origination, fundraising

execution and strategic advisory work, as well as distribution, with a focus on

investors in the UK and DACH region. Prior to MVision, Mr. Roberts worked at

Cebile Capital in London for five years. Mr. Klasse spent five years at

MVision, working on a number of leading fundraisings in EMEA as well as

distribution, with a focus on investors in the Nordic region. Mr. Gaur focused

on origination and research during his four years at MVision, as well as

distribution to investors in the UK and Gulf Cooperation Council.

Ms. McHale said, "With Oppenheimer's depth of expertise, global scale and

prominent relationships, our new FPA Group will be ideally positioned to play a

leading role in the global funds placement market. On behalf of my team, we are

very pleased to be joining such a strong international platform, and we are

excited about the synergies the FPA Group can bring to complement the services

already offered by Oppenheimer while contributing to its further growth and

success."

Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. (

https://c212.net/c/link/?t=0&l=en&o=3357696-1&h=1487991273&u=https%3A%2F%2Fwww.opco.com%2F&a=Oppenheimer+%26+Co.+Inc.

) Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer

Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide

a full range of wealth management, securities brokerage and investment banking

services to high net-worth individuals, families, corporate executives, local

governments, businesses and institutions.

Media Contacts:

Joseph Kuo / Chris Clemens

Haven Tower Group

+1-424-317-4851 or +1-424-317-4854

jkuo@haventower.com or cclemens@haventower.com

SOURCE: Oppenheimer & Co. Inc.