Howard Fischer
Mr. Fischer has extensive experience on both the sell-side and buy-side of the securities and advisory businesses. Howard serves as one of our lead healthcare investment bankers. He has held senior investment banking positions at UBS Global Investment Banking, Prudential Securities, and Furman Selz. Mr. Fischer was an analyst and portfolio manager at Silverback Asset Management, a $1.5 billion fund, as well as at SCO Financial Group, a fund that took controlling positions in distressed publicly-traded companies. For many years Mr. Fischer specialized in healthcare, but also has extensive experience in an array of industries including consumer/retail, media/entertainment, financial services, energy, and special situations. He has considerable experience in public and private capital raising, mergers and acquisitions, restructurings, and related transactions. Mr. Fischer has served as an independent advisor to some of the largest private equity groups, hedge funds, and venture capital firms in the country and has served as an expert witness for clients in major valuation, securities, and investment banking-related cases.. Mr. Fischer received an MBA from the Booth School of Business at the University of Chicago and a BS from the Wharton School of the University of Pennsylvania. He is a CPA.
Bar Halperin
Bar graduated with honors in Financial Economics from Columbia University. During his tenure, he distinguished himself as a member of the School of General Studies Honor Society and actively participated in finance and business clubs, showcasing his dedication to academic and extracurricular excellence. Bar founded Meor and JBiz at Columbia and held leadership positions in Tamid, Alpha Epsilon Pi, and SSI. His academic pursuits culminated in a senior thesis exploring the relationship between government investment / policy and innovation within the healthcare sector.
Prior to joining Bradley Woods, Bar was an Investment Banker within TD's Diversified Industries group. In this role, he provided advisory on buy and sell-side M&A, capital raises, corporate advisory, and acquisition financing. His client portfolio spanned various sectors, notably healthcare, retail, and industrials, encompassing a broad spectrum of entities from financial sponsors and lower middle market companies to Fortune 500 corporations both domestically and internationally.
Prior to his time at TD Securities, Bar spent over a year at GreenHills Ventures, where he specialized in vetting and due diligence for early-stage medical device companies. He also worked with international clients through the organization's global accelerator arm.
Bar is fluent in both Hebrew and English and holds Series 7, 63, and 79 licenses
Dana Levy-Germain
Ms. Levy-Germain has over two decades of professional fundraising experience. Since 1998, she has marketed private equity and venture capital funds targeting international and domestic institutional investors. She has raised initial venture capital for entrepreneurs seeking institutional capital and has brought institutional investors into later round capital raises for growing companies. Prior to 1998, Ms. Levy-Germain was the Vice President of the International Fund for Renewable Energy and Efficiency in Washington DC. She has also held international marketing and business development positions with the Pacific Asia Travel Association in Singapore and Shiseido in Tokyo. Ms. Levy-Germain holds a MBA from ASU’s Thunderbird School of Global Management, as well as a BA and MS from the University of Cincinnati.
Alan Mason
Mr. Mason is an accomplished Capital Markets Principal and Portfolio Manager with nearly four decades of experience raising capital for a multitude of public and private institutional transactions, delivering superior sales and operational results. He has designed portfolios for high net worth clients, family offices, foundations, hedge funds, and other institutional accounts. Mr. Mason started his career at Solomon Brothers where he worked in an asset protection department. He then moved to Shearson Lehman Brothers where he managed portfolios for high-net-worth investors. After decades as a Financial Advisor in some of Wall Street’s best-known firms, Mr. Mason founded Mason Financial Partners, an asset management firm where he was founder, partner, and portfolio manager. He holds a degree from Pace University’s Lubin School of Business.
Eric Singer
Mr. Singer’s focus is raising capital for small companies. Most recently, Mr. Singer raised $56 million in three rounds for NeoTX, an Israeli biopharmaceutical company that develops anti-cancer immunotherapies. Mr. Singer wrote Trade the Congressional Effect: How to Profit from the Congressional Effect, a Wiley-published book about the impact of the US Congress on the stock market. He has also written articles for Investor’s Business Daily and Forbes. During the 1990s, Mr. Singer was head of Corporate Finance at Gerard Klauer Mattison & Co., Inc., a research-oriented brokerage firm. In the 1980s, he launched a corporate finance new products group at Smith Barney and headed a similar group at PaineWebber. He graduated Phi Beta Kappa from SUNY at Stony Brook and earned a JD from Cornell Law School, where he was a member of the Cornell Law Review.
Yvonne Zappulla
Yvonne is a seasoned Wall Street professional with over 30 years of experience. She has secured funding for numerous companies large and small, counseled and provided advisory services to many public and private companies, and has established and extensive network of retail and institutional investors, globally. Yvonne began her career in venture capital as an analyst and worked 16 years in institutional equities sales for bulge bracket firms including First Manhattan, SG Warburg, Kemper Securities, ABN-AMBRO and Friedman, Billings, Ramsey. Yvonne received a Bachelor of Arts degree in International Studies from Dickinson College and an MBA from Tulane University, and also studied international law at the University of Heidelberg (Heidelberg, Germany). She is FINRA registered, Series 7, 63, and 79. Yvonne is also a member of the Board of Trustees of the Waterkeeper Alliance.