With his time spent on Wall Street and in real estate private equity, Jeff Barcy has more than twenty years of real estate investing experience. Along with the above-mentioned skills, he also is knowledgeable concerning valuation, portfolio management, real estate development, start-ups, leveraged finance, funding, residential homes, and financial modeling.
He also knows about investment management, venture capital, property, as well as asset management. Now at Salem Partners, he and the firm’s investment banking professionals leverage wide-ranging domain knowledge and industry relationships to provide astute strategic advice and successful transaction execution.
While at Harvard University, Jeff Barcy’s activities included being a member of the Varsity Wrestling Team. Prior to that, in high school, he was co-captain of his wrestling team.
In high school he went undefeated during his regular senior season. He achieved more than 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 Harvard Business School graduate and he attained his Master of Business Administration (MBA) at the school from 1994 to 1996. At Harvard University, he achieved his Bachelor of Arts (B.A.) with High Honors, English and American Literature.
He attended Harvard University from 1987 to 1991. Upon graduating from Harvard in 1991, he spent three years working on Wall Street as well as in Los Angeles, California as an investment banker.
From August 1996 to October 2005 (9 years and 3 months), Jeff Barcy was a Credit Suisse Director. He started his banking career as a financial analyst at Credit Suisse First Boston. He also worked in the Los Angeles office of Donaldson, Lufkin, & Jenrette (DLJ). DLJ was later acquired by Credit Suisse.
While at Credit Suisse, Mr. Barcy executed more than $20 billion of transactions for real estate companies. This included $15 billion of capital raises and $5 billion of mergers and acquisitions (M&A’s).
From October 2005 to October 2007 (2 years and 1 month), Jeff Barcy was Executive Vice President (EVP) and Managing Director at Hearthstone. He created the Landstone division and helped manage an organization of 75 people and 125 active real estate projects nationwide.
At Hearthstone, a large institutional investor in real estate, he was a Senior Officer. Hearthstone has $2 billion of assets under management. At the firm, Mr. Barcy transformed a new business from a $150 million start-up to a $1 billion fund. Moreover, he completed $500M of investments.
Jeff Barcy’s experience includes three years at Cantor Fitzgerald & Co., where he was a Managing Director. His experience includes more than two decades on Wall Street and in real estate private equity.
He raised more 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 started as an Associate. He subsequently worked his way up over the course of nine years to become a Director in the firm’s investment banking office.
While at DLJ he worked on $20 billion of Initial Public Offerings (IPOs), mergers & acquisitions (M&A’s), and equity and monetary debt financings for a broad array of companies.
Real estate investment banking is Jeff Barcy’s strength. His specialties additionally include raising private capital as well as sourcing attractive real estate investment opportunities. 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 focuses on private capital raising for top real estate operators in the United States. This includes joint venture (JV) equity and private debt placements. These are sourced from the team’s deep relationships with institutional investors. These institutional investors include hedge funds, private equity funds, insurance companies, pension funds, as well as family offices.
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 (createdin 1997) and he is the Managing Director at the company. Salem Partners is an investment bank and wealth management organization and the company is headquartered in Los Angeles, California. In essence, the firm is a boutique investment bank, which provides services to small and middle market companies. It provides mergers and acquisition (M&A) advisory, negotiations, due diligence, regulation compliance, and tax and accounting services.
Salem Partners Wealth Management offers investment advisory services to wealthy individuals, families, and foundations. The firm’s wealth management professionals’ offer customized investment solutions in a multi-family office setting.