STONEHAVEN, LLC

🔊 Welcome to STONEHAVEN, LLC, your next generation capital markets FinTech platform. Launch, build and scale your investment banking or placement agent business leveraging our operating system (technology + infrastructure + data) and collaboration network (origination + distribution synergies). 🚀 Run every aspect of your capital markets execution on our broker dealer infrastructure. ✔ Compliance ✔ Mandate management ✔ Finance ✔ Training & support All integrated into one vertically integrated technology operating system. Supported by a world class team. Stonehaven 👊 #capitalraising #placementagent #investmentbanking #fintech #fintechnews  #privateequity #venturecapital #venturefinancing #fintechfinance #hedgefunds #realestatefinance #infrastructureinvestment #capitalmarkets

STONEHAVEN, LLC is excited to announce that Marc Rucinski and Terrance Philips of Victoria Peak Partners have joined our Affiliate Platform! Victoria Peak Partners provides fundraising services for alternative investment managers, private wealth channels, and companies across various investment vehicles—including funds, SPVs, co-investments, direct investments, and secondaries. They also offer outsourced alternative CIO services to global family offices. With over 40 years of combined experience, Mr. Rucinski and Mr. Phillips bring deep relationships across pension funds, foundations, endowments, insurance firms, family offices, and investment managers, developed during their time at top global financial institutions. Their fundraising expertise spans private equity, venture capital, real estate, direct investments, and private credit. Before co-founding Victoria Peak, Mr. Rucinski held leadership roles at private equity firms, building GP/LP relationships and expanding strategic initiatives. Mr. Rucinski spent 8 years at Citi Private Bank, where he helped develop the bank’s global alternatives platform. At Citi, he served as Co-Head of Real Estate America and later as Asia Pacific Head of Real Estate, PE, and VC. He was also on the Global Alternatives Investment and Oversight Committee, onboarding 80+ alternative products. Previously, Mr. Rucinski held roles at Credit Suisse in Investment Banking and Real Estate Finance, at Merrill Lynch as a PE/Alternatives VP, and began his career as a consultant at Accenture. He’s executed $45B+ in private equity, venture capital, and real estate transactions. Mr. Rucinski holds a BA in Economics and Human & Organizational Development from Vanderbilt University and an MBA from Cornell University. Mr. Rucinski holds FINRA Series 7, 63, and 79 registrations and has contributed to organizations such as Big Brother NYC and ULI Asia Pacific. Before Victoria Peak, Mr. Phillips was a Managing Director at Citi and Asia Head of Private Equity Client Coverage. He developed relationships with GPs across Asia and integrated Citi’s platform—including investment banking, private banking, and fund distribution—into the private equity asset class. Mr. Phillips spent 12 years at Silicon Valley Bank in senior roles, including Managing Director of Global Private Equity Services, managing relationships with over 130 venture capital firms across Asia, Europe, Israel, and South America. Mr. Phillips is an advisor to the China Venture Capital Finance Organization and Hong Kong Private Equity Finance Association (HKPEFA). He serves on the board of the Children's Medical Foundation and is active with the Hong Kong Select USA Committee. Mr. Phillips holds both a bachelor’s and MBA from Pepperdine University and has served as a mentor with BUILD. Mr. Phillips holds the Series 63 and 82 registrations with FINRA. #investmentbanking #capitalraising #placementagent #fintech #fintechfinance #fintechnews #directdeals #privateequity

📣 This release of “The Playbook” highlights how STONEHAVEN, LLC facilitates collaboration between and amongst capital markets agents. ❌ Industry Challenge Capital markets agents are eager to team up, expand distribution, and supercharge origination—but where’s the tool that actually makes collaboration seamless? Most broker-dealer platforms stop at publishing mandate lists and member directories, leaving bankers and agents to cross their fingers and hope they align on a deal. But what happens after Day 1? At best, they cobble together a shared workbook—however, the problem is that’s not where syndicate members actually live and breathe every day. They’re in their own CRMs, not some external spreadsheet. The result? Deal leaders are left in the dark, frustrations build, and collaboration fizzles out before it even gets started. ✅ Stonehaven Solution Stonehaven’s NEXUS operating system is a vertically integrated tech stack and infrastructure designed to make real collaboration a reality. With NEXUS, deal leaders can seamlessly market opportunities to other agents, build and manage syndicates in a structured way, and most importantly, stay fully in the loop on syndicate activity—all in one powerful tool. Syndicate members? They keep working in their own NEXUS environment, just like they do for their own deals. But from the deal leader’s perspective, everything flows together effortlessly—the syndicate member pipeline appears right alongside their own. The result? Crystal-clear transparency, smarter syndicate management, and unified reporting that keeps clients happy. Now that’s how collaboration should work.

STONEHAVEN, LLC is excited to announce that Easley Edmunds with AmeriBridge Capital has joined our Affiliate Platform! Mr. Easley Edmunds is the Founding Partner of AmeriBridge Capital. AmeriBridge Capital partners with LPs and GPs to extend their presence across the Americas. Our goal is to try and be the bridge to tap into lower/middle market investment opportunities and capital using a cross-continental approach. We support emerging and diverse fund managers with their marketing and commercial activities across different portfolio strategies – venture capital, private equity, private credit, and real assets in an attempt to better position them to meet their fundraising objectives. Additionally, we want to serve as a bridge for US GPs to connect with LPs and investment opportunities in Latin America, enabling them to diversify their geographical footprint and investor base. Mr. Edmunds, a native of Richmond, Virginia, has spent nearly two decades living on the ground in Latin America. Based in Santiago, Chile, he pioneered the region for a publicly traded NY Fintech company, scaling their business from ground zero to ~10% of global revenue and positioning them as a market leader in LATAM. During this chapter of his career, Mr. Edmunds worked closely with the global alternative asset and advisor community to provide fundraising, reporting, and corporate development solutions using cutting-edge technology. Throughout this journey, he has amassed an expansive network across North and South America and a deep understanding of the dealmaking ecosystem. After spending more than a decade facilitating the region’s most emblematic strategic transactions through innovative technology, he continued to gain experience in different contexts. He spearheaded capital raising for a promising startup and worked as an in-house resource for an emerging and diverse fund manager specializing in real estate and supply chain investments. This unique international journey and versatile exposure to the M&A and capital markets landscape inspired the creation of AmeriBridge Capital. Mr. Edmunds holds an undergraduate degree from James Madison University, where he acquired a dual degree (BBA) in Finance and Spanish. During that time, he also studied in Spain at the Universidad de Salamanca and Universidad Complutense de Madrid. He holds his postgraduate degree, an MBA, from the Universidad Adolfo Ibáñez in Santiago, Chile. Mr. Edmunds holds SIE, Series 63, and 82 registrations with FINRA. #investmentbanking #capitalraising #placementagent #fintech #fintechfinance #fintechnews #directdeals #privateequity #privatecredit #infrastructurefunds #realestate

STONEHAVEN, LLC is excited to announce that Jo Anne Keck from Keck & Co has joined our Affiliate Platform! Ms. Jo Anne Keck is the President and CEO of Keck & Co. LLC. Keck & Co. provides oil & gas, real estate, and consumer discretionary companies strategic access to a global network of over 100 investor relationships, including institutional investors, hedge funds, long-only funds, endowments, pensions, and family offices. We specialize in structuring presentations and creating tailored pitches to effectively position companies to secure capital. Ms. Keck focuses on providing various consulting services to Oil and Gas projects specifically in LNG; as well as some Real Estate and Consumer Discretionary Projects. She is knowledgeable about contracts with international counterparties. She understands a successful LNG business model; and knows the details of the business: the contracts, the customers, and the investors. Ms. Keck began her career in 2002 at Merrill Lynch in New York City and subsequently worked for various hedge funds in investor relations, as a trader, and as a credit analyst from 2007- 2011. She sold both fixed-income and equity research in oil & gas to institutional investors at KLR Group and Iberia Capital Partners from 2013-2018.  Ms. Keck founded Keck & Co. LLC in 2016 to consult for hedge funds and she is now capitalizing on her knowledge of the Oil and Gas Industry, and, specifically LNG, to consult for oil and gas companies. In 2019, she launched a wealth management firm before joining Capital Wealth Advisors in 2023. Currently, she is Vice President of Private Wealth Management for Capital Wealth Advisors. Ms. Keck utilizes her diverse and extensive experience throughout all areas of finance to work with clients in addressing their personal financial needs, whatever they may be. Ms. Keck has over 20 years of experience in trading, sales, and portfolio management.  Ms. Keck holds a B.A. in American Studies from Cornell University and was part of the Division One Softball Ivy League Champion Team in 1999 & 2001. She resides in New Orleans, Louisiana where she is an active community member. Jo Anne is passionate about the New Orleans fight against crime participating in numerous community-wide events to raise crime prevention awareness. She is a member of the Board of the Isidore Newman School Alumni Association. She has chaired the Azucar Ball of the New Orleans Hispanic Heritage Foundation and is a Volunteer Softball Coach for the Carrollton Boosters. Ms. Keck holds the Series 7, 63, and 65 licenses with FINRA. She also holds a Life, Health, and Accident or Sickness Insurance license. #investmentbanking #capitalraising #placementagent #fintech #fintechfinance #fintechnews #directdeals #privateequity #privatecredit #infrastructurefunds #realestate

STONEHAVEN, LLC is proud to share we have been ranked as one of the most active placement agents in PitchBook’s 2024 Annual Global League Tables. The rankings are based on PitchBook’s comprehensive, accurate and trusted datasets and underscore Stonehaven's market share and expertise in our work. You can find the interactive rankings here: https://lnkd.in/drCCGpTb

STONEHAVEN, LLC is excited to announce the appointment of Brian Gaffney, CPA as our first-ever Chief Operating Officer! Brian joined the Firm in 2021 as our Head of Due Diligence & Mandate Management. Brian will continue leading the mandates team while also taking on broader operational responsibilities to help the Firm continue to scale as a global capital markets FinTech platform.    This appointment marks a significant step in Stonehaven's growth journey, reinforcing our commitment to operational excellence and client service.   "Brian has proven leadership and organizational capabilities, and his promotion is an acknowledgement of the value he continues to bring to our platform. Brian works tirelessly with the Stonehaven team, Affiliate Partners, clients and service providers to build and execute our vision." - David Frank, CEO   Brian’s extensive background includes leadership roles at GIC, Blackstone, and KPMG US. He is a CPA, CFE, and holds the series 24 registration.   Join us in congratulating Brian on this exciting new chapter!

STONEHAVEN, LLC is excited to announce that Ritu Khanna from Thunder.vc has joined our Affiliate Platform! Ms. Ritu Khanna is a Director at Thunder X Capital, LLC. Thunder X Capital is a tech-enabled boutique investment bank that leverages its affiliate, Thunder Labs, Inc., to streamline the fundraising journey for its clients using AI and software. Their technology seeks to significantly reduce the time it takes to raise capital by identifying efficiencies throughout the process. Thunder X Capital focuses on raising early-stage venture capital and debt for startups seeking to raise $5M-$50M. Ms. Khanna has over 15 years of experience across the financial services industry, primarily in an investor relations capacity. At Thunder X Capital, she focuses on building relationships with family offices, private equity firms, and venture capital funds to connect them with high-growth investment opportunities. Ms. Khanna began her career at Goldman Sachs within their prime brokerage division, working with top-tier hedge funds. She later worked at J.P. Morgan, where she worked closely with growth and venture funds, and subsequently went to Brookfield, where she solely managed investor relations for the firm’s multi-billion-dollar real estate debt funds, servicing state pension funds and insurance companies. She also has entrepreneurial experience from her time at RD Advisors, where she secured a $15 million credit line and launched a fund on the CrowdStreet platform. Throughout her career, she has demonstrated a strong ability to navigate complex fundraising efforts and manage institutional relationships. Ms. Khanna holds an MBA from Columbia Business School and a BA in Economics from Barnard College. Ms. Khanna holds the Series 7 & 63 registrations with FINRA.   #investmentbanking #capitalraising #placementagent #fintech #fintechfinance #fintechnews #directdeals #privateequity #privatecredit #infrastructurefunds #realestate

STONEHAVEN, LLC is excited to announce that Andrew Berman from XST Capital Group LLC has joined our Affiliate Platform! Mr. Andrew Berman is an Associate at XST Capital Group LLC. XST Capital Group was founded in 2024 and is focused on serving rapidly growing companies across the digital gaming industry offering M&A advice, capital raising solutions, and strategy (ex: corporate development). The Company’s approach seeks to harness the power of its broad network of strategic & institutional investor relationships along with deep industry thought leadership & insights to help clients expand their businesses. Before joining XST, Mr. Berman worked as an Analyst at Sumitomo Mitsui Banking Corporation – SMBC Group, where he was responsible for executing credit solutions across the Power & Utilities and Project Finance industries. While earning his undergraduate degree, Mr. Berman worked two stints as an intern at Stout working on esoteric debt valuations and solutions for investment funds. Mr. Berman received a B.S. in Finance and Business Analytics from the University of Maryland - Robert H. Smith School of Business. Mr. Berman holds the Series 63 and 79 registrations with FINRA. #investmentbanking #capitalraising #placementagent #fintech #fintechfinance #fintechnews #directdeals #privateequity #privatecredit #infrastructurefunds #realestate

STONEHAVEN, LLC is excited to announce that Max Douwes with Sterling Ridge Capital Partners has joined our Affiliate Platform! Mr. Max Douwes is the CEO of Sterling Ridge Capital Partners and focuses on advising sponsors, executives, companies, and entrepreneurs on the structuring and financing of acquisitions, projects and advises on selling assets, with a principal focus on healthcare, infrastructure, and related sectors.    Sterling Ridge Capital Partners is a boutique investment banking firm which advises sponsors, executives, companies, and entrepreneurs. Our suite spans mergers and acquisitions, the financing of acquisitions and strategic projects, and the structuring and placement of debt and equity capital. Mr. Douwes played a role in a major infrastructure rollout in Morocco, where he negotiated directly with local government authorities. During this time, he worked with and was mentored by prominent figures in finance and banking. These experiences ultimately shaped his vision for Sterling Ridge Capital Partners, which he founded with the mission of bringing back the old-school grit of investment banking, serving clients with a sharp, execution-focused approach. Mr. Douwes has transactional experience in healthcare, industrials, and infrastructure. Sterling Ridge Capital Partners brings extensive public and private market expertise across consumer, energy, B2B services, infrastructure, and healthcare. #investmentbanking #capitalraising #placementagent #fintech #fintechfinance #fintechnews #directdeals #privateequity #privatecredit #infrastructurefunds #realestate