Team
New Century Capital Partners (NCCP) was founded and is led by Mark Salter and six Managing Directors, all of whom have 15 to 25 years of investment banking experience in technology and healthcare. Further, each Managing Director has deep, and long-standing relationships with some of the largest public and private companies in their respective sectors, and the world’s largest financial institutions, including late-stage venture and private equity firms. All of NCCP’s senior bankers are recognized as domain experts, regularly publishing industry leading whitepapers and thought pieces, and all of whom have a proven track record of delivering superior outcomes for their clients.
NCCP’s investment bankers combine an extensive network of relationships with deep industry knowledge and seasoned transaction expertise to deliver a superior, senior level of service for clients who demand the highest level of investment banking experience and strategic insight. NCCP’s investment bankers previously held senior investment banking positions at some of Wall Street’s leading investment banks, including: Bank of America/Merrill Lynch, Canadian Imperial Bank of Commerce (CIBC), Citigroup, Lazard, Morgan Stanley, Piper Jaffray, Raymond James, Robertson Stephens and Royal Bank of Canada (RBC).
Managing Director
Charlotte
Managing Director
Charlotte
Advisor
Miami
Advisor
Managing Director
Dallas
Advisor
Managing Partner
Los Angeles
Managing Director
Dallas
Managing Director
San Francisco
Advisor
Los Angeles
Managing Director
Los Angeles
Advisor
San Francisco
CONTACT Aaron Kneas
akneas@newcenturycap.com
OFFICE ADDRESS
New Century Capital Partners, Inc.
10935 Winds Crossing Drive, Suite 700
Charlotte, NC 28273
T: 704-781-2161
SECTORS
- Healthcare Services
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
Aaron Kneas is a Managing Director at NCCP. Aaron has more than 20 years of healthcare investment banking experience and works with clients to most efficiently navigate the capital markets and monetize their businesses. Previously, Aaron spent ten years as an owner and Managing Director at Creative Health Capital, a boutique healthcare merchant banking firm. Earlier in his career, Aaron served as an investment banker at Wachovia Securities (previously First Union Securities) and BMO Nesbitt Burns. All of Aaron’s investment banking experience has been in healthcare.
Aaron received a BS in Economics from DePauw University and graduated from the Management Fellows Program, an honors college within DePauw for business and entrepreneurship. Aaron is a Chartered Financial Analyst (CFA).
CONTACT Andy Phelps
aphelps@newcenturycap.com
OFFICE ADDRESS
New Century Capital Partners, Inc.
10935 Winds Crossing Drive, Suite 700
Charlotte, NC 28273
T: 704-981-2162
SECTORS
- Healthcare Services
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
Andy Phelps is a Managing Director at NCCP. Andy has more than 20 years of healthcare investment banking, commercial banking and corporate finance experience, most recently as a Managing Director at Quadriga Partners. Previously, Andy was a senior banker at HFG Healthcare Finance Group, PNC Bank and Wachovia Securities.
Andy received his BA in Political Science from University of South Carolina, and MBA from UNC Kenan-Flagler Business School.
CONTACT Christian Falk
cfalk@newcenturycap.com
T: (415) 793-3056
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
Christian Falk is an advisor to NCCP. Christian has more than 25 years of corporate development and investment banking experience. Christian most recently was Vice President of Investments at LEN X, the strategy, innovation and investment division of Lennar Corporation. Previously, Christian served as a Director in the Technology Investment Banking Group at RBC Capital Markets, where he was Head of Semiconductor Technologies.
Christian received a BBA in Finance from Southern Methodist University.
CONTACT Gretchen Lium
glium@newcenturycap.com
T: (310) 451-9073
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
Gretchen Lium is an advisor to NCCP. She has more than 20 years of broadly diversified Wall Street experience in corporate finance, investor relations, institutional equity research, institutional equity sales, and entrepreneurship. Gretchen previously held positions at Kidder Peabody where she worked on the Montgomery Ward LBO team, and Hambrecht & Quist as an institutional equity research analyst. Gretchen has led several successful strategic alliance programs for middle market investment banks.
Ms. Lium earned an MBA from Harvard Business School, an MA in Economics from Emory University, and a BA in Economics from Emory University.
CONTACT Jay Dempsey
jdempsey@newcenturycap.com
OFFICE ADDRESS
New Century Capital Partners, Inc.
3333 Welborn Street, Suite 350
Dallas, TX 75219
T: 214-305-6507
SECTORS
- Healthcare Services
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
Jay Dempsey is an advisor to NCCP. Jay has more than 15 years of healthcare commercial and investment banking experience. Previously, Jay spent two years as a Director at Creative Health Capital, a boutique healthcare merchant banking firm. Prior to that, Jay spent nine years on the healthcare banking team at Bank of Texas, a division of BOKF, NA. All of Jay’s banking experience has been focused on healthcare and includes origination and execution of capital formation and M&A transactions across many segments of healthcare services.
Jay received a BA in Accounting from Southern Methodist University.
CONTACT John C. Pollak
jcpollak@newcenturycap.com
T: (415) 523-0200
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
JC Pollak is an advisor to NCCP. He has 25 years of investment banking experience, having worked as a senior investment banker at Collins Stewart, Merrill Lynch, UBS PaineWebber and Robertson Stephens. Previously, JC was head of U.S. mergers and acquisitions at Canaccord Genuity/Collins Stewart. Prior to his career in investment banking, JC was a commissioned officer in the United States Navy’s Nuclear Fast Attack Submarine Force.
JC received his BS from the United States Naval Academy and his MBA from the JL Kellogg Graduate School of Management at Northwestern University.
CONTACT Mark Salter
msalter@newcenturycap.com
OFFICE ADDRESS
New Century Capital Partners, Inc.
1112 Montana Ave., Suite 465
Santa Monica, CA 90403
T: (424) 877-0680
SECTORS
- Cybersecurity
- Digital Media
- Software
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
Mark Salter is the Founder and CEO of NCCP. Mark has 25 years of investment banking experience, having financed and advised some of the world’s largest cybersecurity, digital media, and software companies. Previously, Mark worked as Head of Investment Banking at Wedbush Securities, a nationally recognized investment bank, where he also served on the executive management committee and investment commitment committee. Prior to that, Mark worked as a senior technology investment banker at Robertson Stephens, a global investment banking and asset management firm. Mark has been recognized as Most Influential in LA Finance by the Los Angeles Business Journal for 2017 and 2018. Also, Mark is Founder and Managing Partner of El Toro Capital Management, a Santa Monica-based private equity firm focused on investing in cybersecurity, digital media and software companies.
Mark received his BA in engineering sciences, cum laude, at Dartmouth College, and a BSEE from the Thayer School of Engineering at Dartmouth College. Mark received his MBA from Harvard Business School.
CONTACT Nick Graham
ngraham@newcenturycap.com
OFFICE ADDRESS
New Century Capital Partners, Inc.
3333 Welborn Street, Suite 350
Dallas, TX 75219
T: 214-305-6506
C: 214-680-3111
SECTORS
- Healthcare Services
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
Nick Graham is managing director at NCCP and the founder and managing partner of Concentric Capital Advisors, a boutique merchant banking firm. Nick has more than 20 years of investment banking and M&A experience, and leads NCCP’s healthcare services and HCIT practice. Previously, Nick spent eight years as a senior healthcare investment banker at Raymond James Morgan Keegan (previously Morgan Keegan and Shattuck Hammond Partners). Earlier in his career, Nick served as an investment banker at Southwest Securities, RBC Capital Markets, George K. Baum Capital Advisors, and in the M&A group at Koch Industries in London.
Nick received a BS in Finance from Kansas State University, summa cum laude, and currently serves on the KSU Finance Advisory Board.
CONTACT Richard Innenberg
rinnenberg@newcenturycap.com
T: (925) 299-6911
SECTORS
- Medical Devices
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
Richard Innenberg is a managing director at NCCP, where he leads the healthcare and medical device practice. Richard has more than 20 years of investment banking experience. Prior to New Century Capital Partners, he was a managing director in the Healthcare Investment Banking Group at Piper Jaffray. Prior to that, Richard worked in increasingly senior investment banking roles at Lazard, Robertson Stephens and Lehman Brothers.
Richard received a BS from California State University and an MBA from University of Chicago.
CONTACT Ryan Forbes
rforbes@newcenturycap.com
T: (626) 831-7776
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
Ryan Forbes is a principal at NCCP, where he leads the valuation practice. Ryan has more than 15 years of investment banking and valuation experience. Prior to New Century Capital Partners, Ryan served as managing director at California Valuation Group LLC, a boutique valuation firm. Ryan also was a manager at SingerLewak LLP, a nationally recognized accounting firm. Ryan served as adjunct professor of corporate finance at Pepperdine University Graziadio School of Business and Management.
Ryan received his BA in Finance and Economics and MBA from Indiana University Kelley School of Business, Summa Cum Laude.
CONTACT Scott Jenkins
sjenkins@newcenturycap.com
OFFICE ADDRESS
New Century Capital Partners, Inc.
1112 Montana Ave., Suite 465
Santa Monica, CA 90403
T: (424) 253-3400
SECTORS
- Cybersecurity
- Digital Media
- Software
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
Scott Jenkins is a Managing Director at NCCP, covering the Cybersecurity, Digital Media and Software sectors. He has more than 20 years of investment banking, private equity and equity research experience, having completed many corporate finance transactions, including public and private equity and debt financings, M&A advisory assignments and direct investments. Previously, Scott was a Technology investment banker at CIBC World Markets (Oppenheimer), one of the largest investment banks in Canada, and was an investment professional at Laurus Capital Management, a New York-based private equity firm. Prior to that, Scott was an equity research analyst at Morgan Stanley Smith Barney. Also, Scott is a Partner at El Toro Capital Management, a Santa Monica-based private equity firm focused on investing in cybersecurity, digital media and software companies.
Scott earned a BBA in Finance from the Terry College of Business at the University of Georgia and an MBA from the Johnson Graduate School of Management at Cornell University.
CONTACT Scott Whitman
swhitman@newcenturycap.com
T: (310) 451-9073
SERVICES
Mergers and Acquisitions
Financial Advisory
BACKGROUND
Scott Whitman is an advisor to NCCP. Scott also has the title of Strategic Finance at Calm, a leading global brand in the mental wellness category. With 15 years of investment banking experience, Scott previously worked for almost seven years with JP Morgan’s Healthcare Investment Banking Group, located in San Francisco, where he worked with and advised some of the world’s leading life sciences companies, including medical device and biotech companies, ranging from start-ups to public companies with enterprise values exceeding $50 billion. Further, Scott has a broad range of transaction experience including M&A, debt and equity financings and initial public offerings, with transaction sizes ranging from $10 million to more than $3 billion.
Scott has a BA in Accounting from St. John’s University and an MBA from UCLA Anderson School of Management.
For general inquiries please contact us at msalter@newcenturycap.com
New Century Capital Partners (NCCP) is committed to ensuring the security and protection of the personal information that we process, and to provide a compliant and consistent approach to data protection. We have always had a robust and effective data protection program in place which complies with existing law and abides by the data protection principles. However, we recognize our obligations in updating and expanding this program to meet the demands of the GDPR.