Balderton Capital — Daniel Waterhouse, formerly at Wellington Partners, was appointed general partner at the venture capital firm. Based at the firm’s London headquarters, Waterhouse will be will assist in sourcing early-stage investments in the software and internet sectors. Before Wellington, he was a partner at 3i Group plc (LON: III), where he oversaw private equity investments in the internet sector in North America and Europe. Prior to that, he was at Yahoo! Inc. (Nasdaq: YHOO) from 1999 to 2005 covering strategic development across the European region.
Bank of America Corp. (NYSE: BAC) — The New York investment bank named Kevin Morrison head of financial sponsors, Americas. He arrived at BofA's San Francisco office in September 2007, joining from Wachovia Corp., where he launched and led the West Coast financial sponsors group.
Duff & Phelps Corp. — David Lu (pictured) joined as managing director and head of the New York firm’s investment banking practice in China. In this position, he will advise clients on mergers, acquisitions, fairness opinions, capital raising transactions and company restructuring. Lu, who will be based in Shanghai, joins Duff & Phelps from Cowen Group Inc. where he served as head of Asia investment banking. Prior to Cowen, Lu served in senior leadership roles at Piper Jaffray and later Rodman & Renshaw, where he helped launch the firm’s investment banking presence in China. Before that, he worked at DBS Bank, Vickers Financial and Salomon Smith Barney.
Gibson Dunn & Crutcher LLP — The Dallas law firm brought in R. Jay Tabor as a partner. Formerly a partner at Weil Gotshal & Manges LLP, he will continue to focus his practice on private equity transactions. Tabor, who specializes in energy, recently represented Houston -based Kinder Morgan Energy Partners LP (NYSE: KMP) in its $38 billion acquisition of El Paso Corp.
McCarter & English LLP — Laura Anne Corsell and Don Felice have each joined the Newark, N.J.-based law firm as partner and special counsel, respectively. They will both work out of McCarter & English’s Philadelphia office. Both lawyers previously worked in the Philadelphia office of Montgomery McCracken Walker & Rhoads LLP, where Corsell was a partner and chair of the investment management practice and Felice was of counsel.
The Risk Management Association (RMA) — Fran Garritt joined the Philadelphia not-for-profit banking group replacing Christopher Kunkle, who jumped to Wells Fargo as a managing director. Garritt, who has been with RMA for 13 years, is expected to oversee the group’s securities lending and market risk management departments.
SourceMedia Inc. — The New York-based portfolio company of private equity firm Investcorp and publisher of Mergers & Acquisitions has named Harry Nikpour (pictured) vice president of its capital markets group. SourceMedia, which focuses on the financial services industry, cites Nikpour's more than 15 years of experience in financial information publishing. Under his leadership, Mergers & Acquisitions – published in partnership with the Association for Corporate Growth – nearly tripled its revenues since he rejoined SourceMedia in 2011 as capital markets group advertising director and publisher.Nikpour is also the founder of DealMaker Portal, a website and database company that facilitates targeted searches for professionals in the mergers and acquisitions industry. He earlier served as associate publisher of The Deal LLC, which was sold to TheStreet from private equity firm Wasserstein & Co. in September 2012. Before that, he managed Money Management Executive, another news service published by SourceMedia that focuses on the mutual-fund industry.
TA Associates — The Boston private equity firm tapped Tony Marsh to be director of capital markets, a newly created role designed to manage TA’s relationships with corporate finance providers. Marsh joins the firm from Credit Suisse Securities (USA) LLC (NYSE: CS), where he served as a director. Before that, he was a controller at Mack Trucks Inc.
Thoma Bravo LLC — The Chicago private equity firm advanced both Seth Boro and Holden Spaht to managing partner. Boro’s prior experience includes positions at Summit Partners LP, in Palo Alto, Calif., and with Credit Suisse and First Marathon Securities, both in Toronto. Boro has played a key role in the firm’s acquisition and development of various companies, including Keynote Systems Inc., which Thoma Bravo acquired in June. Spaht, who joined from Morgan Stanley, has also worked at Thomas H. Lee Partners in Boston. At Thoma Bravo, he has played a key role in the firm’s acquisition of several companies, including the $1.1 billion purchase of Deltek Inc. in October 2012. Both Boro and Spaht joined Thoma Bravo in 2005 as vice presidents in the firm’s San Francisco office, and were promoted to partner in 2011.
White & Case LLP — The New York law firm expanded its Europe, Middle East and Africa private equity practice by bringing in two new partners. Ian Bagshaw and Richard Youle, previously co-heads of private equity at Linklaters, join the White & Case London office. Bagshaw has held positions at various firms, including Clifford Chance LLP, Eversheds LLP and Alston & Bird LLP. Youle, who joined Linklaters in 2001 as a managing associate, was previously an associate at SJ Berwin LLP and Eversheds.
Z Capital Partners LLC — The private equity firm promoted William Monagle to chief operating officer from managing director. Prior to joining Z Capital in 2012, Monagle was a partner and senior strategist with NEPC LLC, a Cambridge, Mass.-based consulting firm. Prior to that, Monagle was managing director of private equity research at advisory firm Rogerscasey Inc., which merged with Segal Advisors in 2012. While there, Monagle authored the firm’s quarterly private equity market reviews.
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