Oberon Securities, LLC
Jorge C. has a diverse work experience in the finance industry. Jorge started their career as a Financial Analyst at the Bolsa de Valores de Lima, where they gained knowledge in securities trading and asset securitization processes. Jorge then worked as an Account Manager at Banco de Credito del Peru, where they provided consumer and commercial banking services. After that, they joined Tecsur S.A. as a Senior Financial Analyst, specializing in electrical engineering services. In 2004, Jorge became a Managing Director at Aleutian Capital Partners, offering M&A advisory and acquisition services. Currently, they hold the position of Managing Director at Oberon Securities, providing customized financial solutions to growth-oriented businesses.
Jorge C. obtained a Master of Business Administration (MBA) degree in Finance and Corporate Accounting from the University of Rochester - Simon Business School, where they studied from 2001 to 2003. Prior to that, they completed their Bachelor of Science (B.S.) degree in Business Administration and Management, General from Universidad de Lima, where they studied from 1990 to 1994. Although the specific months and years of when Jorge obtained their additional certifications, Series 63 and Series 79, are not provided, they acquired these certifications from the Financial Industry Regulatory Authority (FINRA).
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Oberon Securities, LLC
Oberon Securities LLC (“Oberon”) is a New York City based investment bank that provides buy-side/sell-side M&A advisory and private equity/debt financing services. Oberon was founded in 2001 with the objective of becoming the “go to” investment bank for middle market businesses - capable of closing exceptional transactions with the intimacy of a boutique while providing a suite of services that rivals much larger institutions. Over the past 18 years we have grown rapidly, building a platform that excels within our middle market niche and is unique within the industry. Today, Oberon has approximately 70 senior banking professionals that bring experience from the ‘bulge bracket’ and track records of excellence in their respective focus areas. We have closed more than 300 transactions and won multiple industry accolades. However, the quality of our work is best evidenced by the amazing companies and asset managers we have had the pleasure of working with, many of which have become multi-transaction relationships spanning over a decade. Oberon is proud of its accomplishments yet cognizant that success will only be sustained by continuing to offer the most innovative services delivered by the highest quality professionals. The firm is committed to growing its team opportunistically and refining its business model to remain at the forefront of our industry. Oberon’s team is approachable, friendly and helpful. We always want to hear from private business owners, middle market investors/lenders and other investment banks interested in exchanging ideas.