With his time spent in real estate private equity as well as on Wall Street, Jeff Barcy has more than twenty years of real estate investing experience. Along with the aforementioned skills, he is also proficient with regards to 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. At Salem Partners, he and the organization’s investment banking professionals leverage extensive industry relationships and domain knowledge to deliver successful transaction execution and perceptivestrategic advice.
While at Harvard University, Jeff Barcy was a Varsity Wrestling Team member. Before that, in high school, he was co-captain of his wrestling team.
He went undefeated in high school throughout his regular senior season. He accomplished over one hundred wins during his high school wrestling career. This included a trip to the Nationals in Iowa. At Harvard University, he competed at the NCAA level on the university’s varsity wrestling team.
Jeff Barcy is a graduate of Harvard Business School and he attained his Master of Business Administration (MBA) at the school from 1994 to 1996. At Harvard University, he obtained his BA with High Honors, English and American Literature.
He attended Harvard University from 1987 to 1991. Upon graduating from Harvard University in 1991, he spent three years working on Wall Street as well as in Los Angeles, CA as an investment banker.
From August 1996 to October 2005 (9 years and 3 months), Jeff Barcy was a Director at Credit Suisse. He commenced his banking career as a Credit Suisse First Boston financial analyst. 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 performed more than $20B 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 (amounting to 2 years and 1 month), Jeff Barcy was Executive Vice President and Managing Director at Hearthstone. He established the Landstone division and helped manage an institution of 75 people and 125 active real estate projects from coast to coast.
He was a Senior Officer at Hearthstone – a large institutional investor in real estate. 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. Additionally, he completed $500M of investments.
Jeff Barcy’s experience includes 3 years at Cantor Fitzgerald & Co., where he was a Managing Director. His experience includes over 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 through a combination of CMBS deals, senior and subordinated notes, loans, follow-on offerings, IPO’s, and private placements.
In 1996, Jeff Barcy began his career in banking with the office of Donaldson, Lufkin and Jenrette. He began as an Associate. He subsequently worked his way up throughout the course of nine years to become a Director in the firm’s investment banking office.
While at Donaldson, Lufkin and Jenrette he worked on $20 billion of Initial Public Offerings, M&A’s, and equity and monetary debt financings for a wide array of businesses.
Real estate investment banking is Jeff Barcy’s strength. His specialties also include raising private capital as well as sourcing appealingreal estate investment opportunities. He’s been Salem Partners’ Managing Director from April 2014 to the present.
With regards to 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.
Presently, Jeff Barcy focuses on private capital raising for leading real estate operators in the U.S. This includes private debt placements and joint venture equity. These are procured from the team’s deep relationships with institutional investors. These institutional investors include family offices, pension funds, insurance companies, private equity funds and hedge funds.
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 (which was established in 1997) and he’s the Managing Director at the company. Salem Partners is an investment bank and wealth management firm and the company is based in Los Angeles, California. In essence, the firm is a boutique investment bank that provides services to small and middle market businesses. 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. Its wealth management professionals’ offer customized investment solutions in a multi-family office environment.