Merced Capital Logo

Merced Capital is a privately-held registered investment advisor specializing in alternative investment strategies
Scroll Down

HISTORY

a legacy of value-based alternative investments

Merced Capital is an opportunistic investment firm founded in 1988 by the team responsible for the development of Cargill's Financial Markets Department. The team averages nearly thirty years of experience in alternative investing and has been working together at Merced Capital for over fifteen years. The team seeks niche, complex, off-the-run investments.

PRINCIPLES

proven and applied to all investments

OPPORTUNISTIC

Take advantage of "best ideas" as they arise

RIGHT-SIZED
CAPITAL

AUM consistent with opportunity set

RIGOROUS
UNDERWRITING

Proprietary analysis; team review and decision-making

FOCUS ON
RISK

Downside assessment is the starting point for all investments

DISCIPLINE

Patient deployment

NO
LEVERAGE

Never employed at the fund level; highly selective at the investment level

INVESTMENT

niche opportunities in broad sectors

CREDIT

Credit analysis is a fundamental skill at Merced Capital, with comprehensive experience in all facets of credit-related investing - passive, active, long, short, and arbitrage - in both public and private markets developed since the late 1980s.

INSURANCE

In the midst of the 2008 downturn, we identified several unique investment opportunities at the intersection of fundamental "tail-risk" insurance and the capital markets.

LENDING

Merced Capital has identified numerous and varied opportunities to lend money on a private one-off basis.

EQUIPMENT

Our team has meaningful knowledge and networks in three primary areas of equipment investing: aircraft, power generation, and shipping.

REAL ESTATE

The firm has been investing in real estate since the late 1990s, moving among different sub-sectors as cycles presented new and better opportunities.

OPERATING INTERESTS

We have achieved considerable success by focusing on going concerns that have a limited number of products, predictable margins and strong management.

TEAM

stable and experienced

VINCE VERTIN
managing partner
Vince has thirty-one years of military and investment experience, with the past twenty years at Merced Capital, preceded by analytical and investment banking positions at Dain Rauscher Wessels, JP Morgan, and Providence, and service as a captain in the US Marine Corps. Education: BS in Mathematics from the United States Naval Academy and a MS in Applied Mathematics & Business from George Washington University.
JOE McELROY
managing partner
Joe has sixteen years of analytical and investing experience, with the past nine years at Merced Capital, preceded by analytical and investment positions at Merrill Lynch, Norwest Equity, and CarVal. Education: BA in Finance, Investment, and Banking from the University of Wisconsin and a MBA from Harvard University.
MIKE SULLIVAN
partner
Mike has thirty-eight years of legal and investment experience, with the past seventeen years at Merced Capital, preceded by partner and management positions at Rider, Bennett, Egan & Arundel and Intrascapes Data. Education: BS in Business Administration from Colorado College and a JD from the University of Minnesota.
LUKE SCHAAN
trader
Luke has twenty-two years of trading and analytical experience, all at Merced Capital. Education: BSB in Finance from the University of Minnesota.
ERIC WERWIE
associate
Eric has twenty years of analytical and investing experience, all at Merced Capital. Education: BA in Finance from the University of Wisconsin.
STEVEN DRISCOLL
associate
Steven has three years of analytical experience, with the past year at Merced Capital, preceded by an analyst position at Houlihan Lokey. Education: BS in Accounting from Brigham Young University - Marriott School of Business.

CONTACT

MAIN: MINNETONKA OFFICE

TELEPHONE:  +1-952-476-7200

ADDRESS:  701 Carlson Pkwy Suite 1110, Minnetonka, MN 55305 (US)


© 2024 Merced Capital, All Rights Reserved

|

USAGE & COPYRIGHT