With his time spent on Wall Street and in real estate private equity, Jeff Barcy has in excess of 20 years of real estate investing experience. Along with the aforementioned skills, he is also proficient with regards to financial modeling, residential homes, funding, leveraged finance, start-ups, real estate development, portfolio management, and valuation.
He is additionally knowledgeable concerning asset management, property, venture capital, and investment management. Now at Salem Partners, Mr. Barcy and the organization’s investment banking professionals leverage wide-ranging domain knowledge and industry relationships to deliver smart strategic advice and successful transaction execution.
While at Harvard University, Jeff Barcy’s activities included being a Varsity Wrestling Team member. Before that, in high school, he was co-captain of his wrestling team.
He went undefeated in high school throughout his regular senior season. He achieved over 100 wins during his high school wrestling career. This included a trip to the Nationals in the State of Iowa. At Harvard University, he competed at the NCAA level on the university’s varsity wrestling team.
Jeff Barcy is a graduate of Harvard Business School and he achieved his MBA at the school from 1994 to 1996. At Harvard University, he obtained his Bachelor of Arts (B.A.) with High Honors, English and American Literature.
He attended Harvard University from 1987 to 1991. After graduating from Harvard in 1991, he spent 3 years working on Wall Street and also in Los Angeles, CA as an investment banker.
From August 1996 to October 2005 (amounting to 9 years and 3 months), Jeff Barcy was a Director at Credit Suisse. He commenced his banking career as a financial analyst at Credit Suisse First Boston. In addition, he worked in the Los Angeles office of Donaldson, Lufkin, & Jenrette (DLJ). DLJ was afterwards acquired by Credit Suisse.
While at Credit Suisse, Mr. Barcy performed more than $20 billion of transactions for real estate companies. This included $5 billion of mergers and acquisitions and $15 billion of capital raises.
From October 2005 to October 2007, Jeff Barcy was Executive Vice President (EVP) and Managing Director at Hearthstone. He created the Landstone division and assisted in managing an organization of 75 people and 125 active real estate projects nationwide.
He was a Senior Officer at Hearthstone – a large institutional investor in real estate. Hearthstone has $2 billion of assets under management. At the firm, Mr. Barcy transformed a new business from a $150M start-up to a $1 billion fund. In addition, he completed $500M of investments.
Jeff Barcy’s experience includes 3 years at Cantor Fitzgerald & Co., where he was a Managing Director. His experience includes over 2 decades in real estate private equity and on Wall Street.
He raised greater than $20 billion in capital for private real estate companies, Real Estate Investment Trusts (REITs), homebuilders and developers by way of a combination of private placements, Initial Public Offerings (IPOs), follow-on offerings, loans, senior and subordinated notes, as well as CMBS deals.
In 1996, Jeff Barcy began his career in banking with the office of Donaldson, Lufkin and Jenrette. He began as an Associate. He then worked his way up over the course of 9 years to become a Director in the organization’s investment banking office.
While at Donaldson, Lufkin and Jenrette he worked on $20 billion of Initial Public Offerings, M&A’s, and equity and monetary debt financings for a broad selection of companies.
Real estate investment banking is Jeff Barcy’s strength. His specialties additionally include sourcing appealingreal estate investment opportunities and raising private capital. He has been Managing Director at Salem Partners from April of 2014 to the present.
Regarding investment banking, he specializes in Media & Entertainment, Life Sciences & Technology, Real Estate, and Aerospace & Defense Mergers and Acquisitions (M&As), capital raising, fairness opinions, valuations, as well as advisory for the middle market.
At present, Jeff Barcy concentrates on private capital raising for leading real estate operators in the U.S. This includes private debt placements and joint venture equity. These are sourced from the team’s strong relationships with institutional investors. These institutional investors include family offices, pension funds, insurance companies, private equity funds and hedge funds.
Mr. Barcy’s skill set encompasses private equity, M&As, investments, investment banking, due diligence, real estate, finance, investment properties, corporate finance, and real estate economics.
Jeff Barcy joined Salem Partners LLC (founded in 1997) and he’s the Managing Director at the company. Salem Partners is an investment bank and wealth management organization and the company is based in Los Angeles, CA.Essentially, the company is a boutique investment bank, which provides services to small and middle market enterprises. It provides mergers and acquisition (M&A) advisory, tax and accounting services, regulation compliance, due diligence, and negotiations.
Salem Partners Wealth Management provides investment advisory services to foundations, wealthy individuals, and families. The firm’s wealth management professionals’ offer customized investment solutions in a multi-family office environment.