Mr. Walter Bailey, our Managing Member, is a seasoned advisor to numerous sectors, including, but not limited to: industrial technology; clean tech; and aerospace, defense, security and safety.  Mr. Bailey has over 20 years of strategy, transaction advisory and capital raising experience. He has been directly involved with in excess of $100 billion of advisory assignments and has executed over $50 billion of financings for numerous growth, middle market and large cap clients, across a broad array of sectors and geographies.

Previously, Mr. Bailey was a leader of Macquarie’s Aerospace, Defense, Security & Safety and CleanTech advisory practices in New York.  Prior thereto, he was a Managing Director and Co-Head at Giuliani Capital Advisors.  While at Jefferies & Company, Mr. Bailey co-founded the General Industrials Group.

Earlier in his career, he was an investment banking officer in Citigroup Global Markets’/Salomon Brothers’ Large Cap Diversified group; a cross-border M&A specialist at Barclays de Zoete Wedd and an M&A associate at Houlihan Lokey Howard & Zukin.

Mr. Bailey has worked with numerous entities across multiple sectors including:  Argyle, Avon Energy, BAT, CompX International, Carolina Group, Church & Tower, CIT Group, Covi Technologies, Energy Conversion Devices, Esquire Electronics, Gloria Solar, GlobalOptions, Fort James, Harry Winston, Hart Security, Honeywell, Horizon Battery, Hughes Aircraft, Hughes Electronics, InDas, ID Systems, James River, Japan Tobacco, LiveWave, Lockheed, Loews, Manville, MasTec, Maximum Charge, Mosler, National Education, ObjectVideo, Open Energy, Optellios, Providence Journal, RJ Reynolds, RJR Nabisco, SafeView, Sago Systems, Secure Products International, Siemens, Smiths Detection, Solyndra, Sonalysts, Sonitrol, SpaceVest, STR, Textron, TIMET, Tyco, TyCom, Unisys, Vistascape, Vitec, Wanette Petroleum, Xanboo, and Zeigler.  Additionally, Mr. Bailey has worked on behalf of many capital providers and financiers, such as Adams Capital, Battelle Ventures, Carlyle Group, Contran, DLJ Merchant Banking, Draper Fisher, Goldner Hawn, HIG Ventures, K1 Ventures, Kelso & Co., Marathon Asset Management, Novak Biddle, Paladin Capital, Rockport Capital, Security Growth Partners, Torquest Partners, Tryon Capital, and Zero Stage Capital.

Mr. Bailey is a veteran of the U.S. Army; a member of corporate and philanthropic boards; and resides in New York City with his wife and son.

Current Roles: 

Managing Member & Partner
The EpiGroup LLC

Partner
Blue Ocean Capital Partners

Advisory Director
VB Research Ltd.


Recent Roles:

Co-Head, A/D/S/S Advisory
Macquarie Capital Advisors

Member, US Fairness Com.
Macquarie Capital Advisors

Group Co-Head
Giuliani Capital Advisors


Affiliations:
ASIS, Member
SIA, Member
ACG, Member
NBAA, Member

 

Licenses:
NASD Series 7, 24 and 63