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New York, NY, Aug. 17, 2021 (GLOBE NEWSWIRE) — via NewMediaWire — EF Hutton announced today the appointment of Blair Friedensohn as Managing Director, Capital Markets, continuing the firm’s recent expansion. Blair Friedensohn joins EF Hutton from Goldman Sachs, where he completed over $15 billion in aggregate capital raises in only 5 years, helping Goldman Sachs reach top rank in global equity and equity-linked league tables for record setting quarters and years.

During Mr. Friedensohn’s tenure at Goldman Sachs, where he began his investment-banking career as a credit analyst and bond trader, he rapidly advanced as a specialist in the complexities of fixed income and equity derivatives. After joining Goldman Sachs’ equity derivative team within the investment banking division, Mr. Friedensohn’s subsequent transaction experience included comprehensive participation in Convertible Debt, Convertible Preferreds, PIPEs, Follow-Ons, SPACs, IPOs, ASRs, Margin Loans, Call Spreads, Straight Debt, Equity Flushdown Refinancing, Derivative Hedge Unwinding and Tenders. Additionally, he has extensive background covering public and private infrastructure, industrials, and technology. Blair is also a proud board member and coach for KEEN NYC, a 501C-3 non-profit for disabled children. Blair graduated from Dartmouth College where he received a BA in Government and earned Academic All-Ivy honors for the Men’s Lacrosse Team.

Blair Friedensohn, Managing Director, Capital Markets commented, “I’m grateful for the opportunity to join EF Hutton’s mission to provide best-in-class investment banking services and I am confident in the team’s ability to differentiate itself through its nimble, client-first business model. I’m certain that with Joe and David at the helm, EF Hutton’s growth will continue to accelerate and emerge as a top-tier investment banking platform.”

“EF Hutton is expanding at an incredible pace and Blair is a prime example of the high caliber investment bankers we continue to attract.  We look to hire only the best as the word on Wall Street continues to spread that EF Hutton is a firm to be reckoned with.  Bulge bracket bankers see nothing but opportunity and growth within our Capital Markets division,” stated Joseph T. Rallo, Chief Executive Officer of EF Hutton.

EF Hutton President, David W. Boral, stated, “We welcome Blair as an experienced Managing Director in our Capital Markets division.  Blair has joined EF Hutton and hit the ground running.  Our Capital Markets team will only benefit from Blair’s incredible knowledge, connections and experience.” EF Hutton continues its trajectory of aggressive growth in 2021, having raised over $3.3B in capital year-to-date. As one of the most active investment banks in the middle market space, EF Hutton looks to expand its global footprint and build upon recent success.

About EF Hutton

EF Hutton (formerly Kingswood Capital Markets), division of Benchmark Investments, LLC is a global, full-service investment bank headquartered in New York, New York. EF Hutton is a division of Benchmark Investments, LLC, a subsidiary of Kingswood US, LLC, an indirect subsidiary of Kingswood Holdings Limited (AIM: KWG). The synergies and direct access to Kingswood Holdings Limited provide EF Hutton with a unique global presence and broad platform outreach to ensure success for its clients.

About Kingswood Holdings Limited

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed (AIM: KWG) international, fully integrated wealth management firm with approximately 18,000 active clients and approximately $8.7 billion of assets under advice and management. Securities are offered through Benchmark Investments, LLC, Member FINRA/SIPC.

Contact

Joseph T. Rallo

Chief Executive Officer

590 Madison Avenue, 39th Floor

New York, NY 10022

info@efhuttongroup.com

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New York, NY, Aug. 10, 2021 (GLOBE NEWSWIRE) — via NewMediaWire — EF Hutton announced today the appointments of Laura Hickman and Chris Barkauskas as Co-Heads of Family Office and Managing Directors, Institutional Sales.

Laura Hickman, Co-Head of Family Office and Managing Director, Institutional Sales, joins EF Hutton from JMP Securities where she served as Managing Director of Institutional Sales and the Co-Director of the Family Office Group. Mrs. Hickman’s highly successful career has been rooted in founding, fostering, and cultivating client relationships ranging from large institutional investors to private family capital. She has vast product knowledge across multiple sectors as well as public and private capital raise transaction experience. In addition to co-founding the Family Office Group at JMP Securities with Chris Barkauskas, Mrs. Hickman has over 14 years of Wall Street experience. Mrs. Hickman is a graduate of Boston College and holds a Bachelor of Science from the Carroll School of Management.

Chris Barkauskas, who co-founded with Laura Hickman the Family Office Group of JMP Securities, brings over 25 years of Wall Street experience to EF Hutton, where he will serve as Co-Head of Family Office and Managing Director, Institutional Sales. With over two decades of transaction experience at bulge bracket and boutique firms including Bank of America and Cowen & Company, combined with his market intelligence, Mr. Barkauskas serves as a trusted resource and advisor for an extensive roster of clients.  His clients include many of the largest and most sophisticated US and global investors. Mr. Barkauskas is a graduate of Franklin & Marshall College and holds a Bachelor of Arts.  Additionally, he attended The London School of Economics, and Univerzita Karlova in Prague, Czech Republic.

“We welcome Laura and Chris to direct our Family Office division at EF Hutton. With the extraordinary growth of family offices over the past two decades, sophisticated investors demand exemplary market intelligence, investment agility, top-tier personal service and only the best for wealth growth, management, and asset protection. With Laura and Chris, we hired highly experienced bankers who will take our Family Office Team to new levels of success,” stated Joseph T. Rallo, Chief Executive Officer of EF Hutton.

EF Hutton President, David W. Boral, stated, “EF Hutton’s management determined that our Family Office offerings would be a critical component our investment bank’s strategic growth plan. We are excited to have Wall Street veterans Laura Hickman and Chris Barkauskas overseeing and expanding our Family Office division.”

Laura Hickman commented, “I am thrilled to join EF Hutton. The unique division Chris and I have built and what we bring to the Family Office community is rooted in a new and thoughtful approach on Wall Street.  Our mission is to be a trusted, creative partner delivering differentiated value to our family offices and their investment process. We look forward to building out EF Hutton’s Family Office division and creating an extended group that would make the legacy of EF Hutton proud.”

Chris Barkauskas said, “I am extremely excited to join the team at EF Hutton.  When I began my career on Wall Street, there were close to twice as many listed companies trading on the exchanges as there are today. A combination of regulatory burden, greater expense, robust private markets, and significantly, a lack of investment bank focus on smaller companies have created meaningful roadblocks for emerging growth companies to access the capital markets. The team at EF Hutton has a mission to uncover and provide capital to the great companies of tomorrow, throughout their private to public journey, and to provide the opportunity for our client partners to access these companies across their life cycle with the goal of generating significant long-term returns.”

EF Hutton continues its trajectory of aggressive growth in 2021, having raised over $3B in capital year-to-date. As one of the most active investment banks in the middle market space, EF Hutton looks to expand its global footprint and build upon recent success.

About EF Hutton

EF Hutton (formerly Kingswood Capital Markets), division of Benchmark Investments, LLC is a global, full-service investment bank headquartered in New York, New York. EF Hutton is a division of Benchmark Investments, LLC, a subsidiary of Kingswood US, LLC, an indirect subsidiary of Kingswood Holdings Limited (AIM: KWG). The synergies and direct access to Kingswood Holdings Limited provide EF Hutton with a unique global presence and broad platform outreach to ensure success for its clients.

About Kingswood Holdings Limited

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed (AIM: KWG) international, fully integrated wealth management firm with approximately 18,000 active clients and approximately $8.7 billion of assets under advice and management. Securities are offered through Benchmark Investments, LLC, Member FINRA/SIPC.

Contact

Joseph T. Rallo

Chief Executive Officer

590 Madison Avenue, 39th Floor

New York, NY 10022

info@efhuttongroup.com

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New York, NY, Aug. 03, 2021 (GLOBE NEWSWIRE) — via NewMediaWire — EF Hutton today announced the appointment of Jason Sands as Managing Director to EF Hutton’s Capital Markets team.

Jason Sands has participated in 100+ transactions representing over $5 billion in aggregate proceeds raised. His transaction experience covers a range of offering types including IPOs, SPACS, rights offerings, CMPOs, follow-on offerings, PIPEs, Reg A financings, Private Placements, Registered Directs, convertible debt offerings and preferred stock offerings. Prior to joining EF Hutton, Mr. Sands held roles at Think Equity and The Benchmark Company, where he raised institutional capital for private and public issuers in the technology, healthcare and consumer sectors.

Jason’s brother, Michael Sands will also join EF Hutton’s Capital Markets team. He previously worked at Bridgeview Execution Services, a division of Tradition Securities and Derivatives LLC as a Sales Trader on the Equity Derivatives Sales team. His transaction experience spans across the origination, marketing and execution of complex option strategies on behalf of institutional clients.

“We are pleased to welcome Jason and Michael to EF Hutton. As we continue to build out our product offering expertise and develop our client base, the addition of Jason and Michael will continue to accelerate EF Hutton’s prominent standing in the capital markets and our upward momentum on Wall Street and beyond,” said Joseph T. Rallo, Chief Executive Officer of EF Hutton.

EF Hutton President David W. Boral stated, “Fostering genuine, deep-rooted relationships with top-tier institutional investors is critical to the long-term success of our firm. Jason and Michael will be instrumental in the continued expansion of EF Hutton’s institutional base, and we couldn’t be more pleased to welcome them to the team.”

Jason Sands, Managing Director, Capital Markets, commented, “Michael and I are thrilled to be joining the thriving EF Hutton franchise and to help expand the Equity Capital Markets division. Since its inception early last year, we have watched EF Hutton become a leading presence on Wall Street in the middle market and emerging growth space. Having now joined the platform, we are eager to assist in positioning clients for long-term success by providing access to strategic capital solutions.”

EF Hutton continues its trajectory of aggressive growth in 2021, having raised over $2.6B in capital year-to-date. As one of the most active investment banks in the middle market space, EF Hutton looks to expand its global footprint and build upon recent success.

About EF Hutton

EF Hutton (formerly Kingswood Capital Markets), division of Benchmark Investments, LLC is a global, full-service investment bank headquartered in New York, New York. EF Hutton is a division of Benchmark Investments, LLC, a subsidiary of Kingswood US, LLC, an indirect subsidiary of Kingswood Holdings Limited (AIM: KWG). The synergies and direct access to Kingswood Holdings Limited provide EF Hutton with a unique global presence and broad platform outreach to ensure success for its clients.

About Kingswood Holdings Limited

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed (AIM: KWG) international, fully integrated wealth management firm with approximately 18,000 active clients and approximately $8.7 billion of assets under advice and management. Securities are offered through Benchmark Investments, LLC, Member FINRA/SIPC.

Contact

Joseph T. Rallo

Chief Executive Officer

590 Madison Avenue, 39th Floor

New York, NY 10022

info@efhuttongroup.com

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New York, NY, July 27, 2021 (GLOBE NEWSWIRE) — via NewMediaWire — EF Hutton today announced the appointment of Kale Fein as Managing Director in the company’s newly opened Los Angeles office.

Kale Fein has served as a trusted advisor to financial institutions and financial sponsors for nearly 10 years. He has been involved in over 150 transactions for public and private companies, representing nearly $20 billion in transaction value. In addition to public and private equity and debt financings, Mr. Fein has an extensive strategic advisory background in buy-side and sell-side M&A, restructuring and cross-border transactions. Prior to joining EF Hutton, Mr. Fein was a Director at JMP Securities in financial services and real estate investment banking. Mr. Fein holds a B.A. from Claremont McKenna College where he was a Robert Day Scholar.

“We are pleased to welcome Kale to the EF Hutton Investment Banking family and delighted he will be spearheading our West Coast growth plans starting with our new Los Angeles office. A seasoned investment banker with nearly 10 years of investment banking, mergers and acquisitions, and industry sector expertise, he’s a valuable addition to our rapidly expanding firm,” commented Joseph Rallo, Chief Executive Officer. “EF Hutton was established in San Francisco in 1904. As a newly imaged and expanding firm, we recognized the importance of building our presence in California and expanding our financial solutions across the West.”

David W. Boral, President of EF Hutton, stated, “Having firmly established ourselves on Wall Street, the Management team recognized the need to expand our presence on the West Coast. California, Oregon, Washington, Nevada and Arizona are home to numerous public and private companies, asset managers, family offices and high net worth individuals who will benefit from the many offerings of EF Hutton. With Kale opening our Los Angeles office, we intend to establish ourselves as a leading institution on both the East and West Coasts.”

Mr. Fein added, “The new EF Hutton has become a leading investment bank serving high growth companies, and I am excited to expand the investment banking group’s sector coverage while providing clients with strategic and M&A advisory capabilities. I look forward to working with the management team at EF Hutton and creating value for the current and future clients of our growing firm.”

EF Hutton continues on its trajectory of aggressive growth in 2021, having raised over $2.6B in capital year-to-date. As one of the most active investment banks in the middle market space, EF Hutton looks to expand its global footprint and build upon recent success.

About EF Hutton

EF Hutton (formerly Kingswood Capital Markets), division of Benchmark Investments, LLC is a global, full-service investment bank headquartered in New York, New York. EF Hutton is a division of Benchmark Investments, LLC, a subsidiary of Kingswood US, LLC, an indirect subsidiary of Kingswood Holdings Limited (AIM: KWG). The synergies and direct access to Kingswood Holdings Limited provide EF Hutton with a unique global presence and broad platform outreach to ensure success for its clients.

About Kingswood Holdings Limited

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed (AIM: KWG) international, fully integrated wealth management firm with approximately 18,000 active clients and approximately $8.7 billion of assets under advice and management. Securities are offered through Benchmark Investments, LLC, Member FINRA/SIPC.

Contact
Joseph T. Rallo
Chief Executive Officer
590 Madison Avenue, 39^th Floor
New York, NY 10022
info@efhuttongroup.com

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Victor Halpert Appointed Managing Director and Head of Israel Investment Banking

New York, NY, May 11, 2021 (GLOBE NEWSWIRE) — via NewMediaWire — Kingswood Capital Markets today announced the appointment of Victor Halpert as Managing Director and Head of Israel Investment Banking.

Kingswood continues on its trajectory of aggressive growth in 2021, having raised over ~$2B in capital year-to-date. As one of the most active investment banks in the middle market space, Kingswood looks to expand its global footprint and build upon recent success. The addition of Victor Halpert to the Kingswood team is a welcome step in this growth strategy. In this newly created position, Mr. Halpert will build out the company’s investment banking activities with a concentrated specialization in the Israeli technology and healthcare markets.

Mr. Halpert has more than 25 years of investment banking, equity research and private equity investments experience servicing Israeli and US technology and healthcare companies. Mr. Halpert started his career at Salomon Brothers in London in equity research, as well as at Citigroup, Robertson Stephens and JP Morgan. Mr. Halpert has been ranked in an Institutional Investor (II) survey for equity research and has been involved with close to $10 billion in M&A and equity offerings. Mr. Halpert graduated with honors (BS) from the State University of New York, College at New Paltz and an MS from the University of Illinois in Chicago.

“Israeli technology and healthcare are two of the most robust and active sectors globally.  For years, Israel has greatly advanced electronics, computers and communication technologies of all types. In addition, scientific innovation in healthcare has led to tremendous advances in Israeli medical devices, healthcare delivery, pharmaceuticals and biotech. We look forward to Victor Halpert’s leadership as we rapidly advance our investment banking offerings in Israel where startups and expanding companies need access to capital and complex transaction services,” stated Joseph T. Rallo, Chief Executive Officer of Kingswood Capital Markets.

Victor Halpert, Managing Director and Head of Israel Investment Banking, said, “Israel is a leader in technological and scientific innovation. Research and development in a vast array of sectors including robotics, medicine, agriculture, nanotechnology, computer hardware and software, biotechnology and chemistry continues to advance technology and healthcare not only in Israel but worldwide. Today, there are over 30 pre-IPO technology companies that are unicorns. In addition, there are more than 100 Israeli companies that are trading in US markets and need growth capital. I look forward to helping Kingswood Capital Markets provide investment banking services to the many Israeli startups and larger companies that seek to scale up their businesses, balance sheets and M&A activity.”

About Kingswood Capital Markets

Kingswood Capital Markets, division of Benchmark Investments, Inc., is a premier global, full-service, middle-market investment bank headquartered in New York, New York.

About Kingswood Holdings Limited

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed (AIM: KWG) international fully integrated wealth management group, with around 16,000 active clients and circa £4.8 billion of Assets under Advice and Management. It has a growing network of offices in the UK including Abingdon, Beverley, Darlington, Derby, Grimsby, Hull, Lincoln, London, Maidstone, Newcastle, Sheffield (2), Worcester and York with offices in Johannesburg, South Africa and Atlanta, New York and San Diego in the US.

Kingswood offers a range of investment solutions to its clients, which range from private individuals to some of the UK’s largest universities and institutions, including investment advice and management, personal and company pensions and wealth planning. Kingswood is focused on becoming a leading player in the wealth and investment management market through targeted acquisitions in the UK and US, creating a global business through strategic partnerships.

Securities offered through Benchmark Investments Inc. Member FINRA/SIPC.

Contacts:

Joseph T. Rallo, Chief Executive Officer

jrallo@kingswoodcm.com

Victor Halpert, Managing Director and Head of Israel Investment Banking

vhalpert@kingswoodcm.com

Website: www.kingswoodcm.com

Address: 590 Madison Avenue, 39^th Floor, New York, NY 10022

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Gaurav Verma Appointed Managing Director and Head of Technology, Media, and Telecom

New York, NY, Jan. 26, 2021 (GLOBE NEWSWIRE) — via NewMediaWire — Kingswood Capital Markets today announced the appointment of Gaurav Verma as Managing Director and Head of Technology, Media, and Telecom.

Kingswood continues to capitalize on strong growth experienced over the last year. The firm continues to be a pioneer in the industry and consistently has grown in number of transactions closed quarter-over-quarter since inception. Kingswood has become one of the most active investment banks in the middle market space. In line of growing the platform further, Joseph T. Rallo, Chief Executive Officer, has been adding capable and highly talented individuals to the platform, and the addition of Gaurav was a part of that strategy.

Gaurav Verma has been covering the Technology, Media, and Telecom sector for over a decade and has executed over $100bn in transactions encompassing sell-side and buy-side M&A, IPOs, equity offerings, SPACs, converts, high-yield and investment grade financings. Mr. Verma has advised C-Suite executive teams of various corporate clients on mergers and acquisition assignments, business development opportunities, growth strategies and capital allocation policies. Prior to joining Kingswood Capital Markets, Mr. Verma was an Executive Director at Nomura spearheading Technology, Media, and Telcom coverage efforts and executed numerous financial and strategic transactions. Prior to Nomura, Mr. Verma was a Senior Vice President at Bank of America Merrill Lynch within their Technology, Media, and Telecom investment banking group. Mr. Verma received his MBA in Finance and Entrepreneurship from NYU Stern School of Business and his BS in Computer Science and Economics from Rutgers University.

Joseph T. Rallo said, “The entire team at Kingswood is thrilled that Gaurav Verma has joined us as Managing Director and Head of Technology, Media, and Telecom.  The Technology, Media, and Telcom sector continues to be center stage in the world of investment banking, capital markets and advisory services, and Kingswood is going to benefit greatly from Gaurav’s extensive knowledge, industry contacts and experience. Mr. Gaurav’s joining Kingswood and building out this team will be transformational as we continue to expand our global presence.”

Gaurav Verma stated, “When I first entered talks to join Kingswood, I was instantly captivated by the platform and opportunity it represented.  When Joseph T. Rallo explained his vision of the company to expand Kingswood by recruiting only the best and brightest, I was not only flattered but also knew that Kingswood was the perfect fit for me.  I look forward to driving the Technology, Media, and Telecom team and delivering game-changing results.”

About Kingswood Capital Markets

Kingswood Capital Markets, division of Benchmark Investments, Inc., is a premier global, full-service, middle-market investment bank headquartered in New York, New York.

About Kingswood Holdings Limited

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed (AIM: KWG) international fully integrated wealth management group, with around 16,000 active clients and circa £4.8 billion of Assets under Advice and Management. It has a growing network of offices in the UK including Abingdon, Beverley, Darlington, Derby, Grimsby, Hull, Lincoln, London, Maidstone, Newcastle, Sheffield, Worcester and York with offices in Johannesburg, South Africa and Atlanta, New York and San Diego in the US.

Kingswood offers a range of trusted investment solutions to its clients, which range from private individuals to some of UK’s largest universities and institutions, including investment advice and management, personal and company pensions and wealth planning. Kingswood is focused on becoming a leading player in the wealth and investment management market through targeted acquisitions in the UK and US, creating a global business through strategic partnerships.

Contacts:

Joseph T. Rallo, Chief Executive Officer
jrallo@kingswoodcm.com

Gaurav Verma, Managing Director and Head of Technology, Media, and Telecom
gverma@kingswoodcm.com

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