Mesirow deepens its healthcare sector capabilities and coverage by hiring seasoned industry veteran John Calcagnini Expertise spans mergers and acquisitions joint ventures restructurings leveraged buyouts recapitalizations and financing transactions , CHICAGO February 18 2025, –Mesirow an independent employee-owned financial services firm today announced the addition of John Calcagnini as a Managing Director in its Investment Banking group Based in Los Angeles John will expand Mesirow’s healthcare coverage by leveraging his extensive industry knowledge and deep transactional expertise across medical devices diagnostics and healthcare services John will partner with…

Mesirow is one of the most active M&A advisors in the packaging sector having completed more than 200 transactions in the last 25 years Expert team serves as middle market investment banking advisor to entrepreneurs financial sponsors and large corporations , CHICAGO July 15 2024,  – Mesirow an independent employee-owned financial services firm today announced the promotion of, Rick Weil, and, Melanie Yermack, to Co-Heads of Packaging for Mesirow Investment Banking Together they will drive packaging sector strategy and continue to serve a growing base of clients through their extensive industry expertise strong relationships and a remarkable commitment to service  “I am excited for the opportunity to drive continued growth for our Packaging team” said , Rick Weil,   “Our team is dedicated to serving our clients with integrity hard work and excellent outcomes” With more than 40 years of combined investment banking leadership and experience Rick and Melanie have built a strong reputation for success excellent execution and bold advocacy for clients “We are proud to be one of the most active M&A advisors to the packaging sector” said , Melanie Yermack, “Mesirow’s Packaging team maintains deep relationships across the packaging landscape which have resulted in a long history of delivering successful outcomes for clients I look forward to further partnering with Rick and continuing to grow our presence in the middle market through hard work and dedication to our clients” “These well-deserved promotions recognize Rick and Melanie’s expertise and…, Adam Oakley, Co-Head of Mesirow Investment Banking “I look forward to the impact that they will continue to have in the packaging sector one of Mesirow’s ten core market segments”  Mesirow Investment Banking has completed more than 325 transactions in recent years across its covered industry verticals With a focus on middle market M&A transactions its clients include entrepreneurs financial sponsors and…

In partnership with FFP Mesirow Wealth Management will empower its Advisors to deliver pro bono financial planning to individuals and families in need, Partnership aligns with Mesirow’s longstanding commitment to community engagement and investing in what matters, CHICAGO – August 25 2025, – Mesirow an independent employee-owned financial services firm today announced that the firm has joined the Foundation for Financial Planning (FFP as a new RIA Impact Partner This national group of independent firms is committed to advancing FFP’s mission to create broader access to pro bono financial advice for underserved populations For over 30 years FFP has led efforts to connect CERTIFIED…, Brian Price, CEO of Mesirow Wealth Management, “Through FFP’s robust pro bono offerings we know our Wealth Advisors will have access to meaningful opportunities to make a real impact on families who are facing difficult life and financial circumstances We have a tradition of investing in what matters – our clients communities and culture – and this partnership aligns with that commitment in a powerful way” “It was evident from our first…, Jon Dauphiné, Mesirow Wealth Management is the firm’s founding capability connecting clients to what matters today and across generations through personal comprehensive wealth plans We invite you to learn more at mesirowcom/wealth , About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Private Capital & Currency Capital Markets & Investment Banking and Advisory Services we invest in what…, About the Foundation for Financial Planning , Foundation for Financial Planning (FFP is the nation’s leading charity dedicated to advancing pro bono financial planning for at-risk populations including active military members and wounded veterans people with cancer and other serious illness seniors and family caregivers low-income individuals and families domestic violence survivors and many more Over its 30 years FFP has provided almost $10…

Mesirow Public Finance and Mesirow Institutional Sales & Trading to collaborate in serving client needs through defeasance process, Team has more than 30 years of experience executing defeasance transactions , Venture reflects Mesirow’s specialized capital markets businesses and entrepreneurial collaborative culture, CHICAGO October 9 2023, – Mesirow an independent employee-owned financial services firm today announced that the firm’s Public Finance and Institutional Sales & Trading groups will partner to offer clients portfolio optimization for defeasance and cash flow management The team of dedicated experts will structure package and execute fixed income portfolios to satisfy required cash flows while working within client…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…

Mesirow launches an integrated outsourced fiduciary program with Capital Group home of American Funds, ®, – the fifth largest recordkeeper by number of plans 1 , Mesirow continues to experience tremendous growth in service adoption , Mesirow’s history of investing in technology enables growth organically but Mesirow is also eyeing growth through acquisition, CHICAGO June 27 2024, – Mesirow an independent employee-owned financial services firm announced the launch of its outsourced Fiduciary Partnership Services at Capital Group home of American Funds ® This integrated outsourced fiduciary program is overseen by Mesirow Fiduciary Solutions which delivers a full suite of fiduciary services to recordkeepers sponsors advisors and participants through easy-to-understand…, Michael Annin, President of Mesirow Fiduciary Solutions, “We are pleased to expand our existing partnership with Capital Group to include our advisor-friendly Fiduciary Partnership Programs” This latest launch by Mesirow comes at an opportune time given the fiduciary and regulatory climate extensive growth in small employer retirement plans and a need for advisors to leverage service provider partners more to service their plan sponsor clients at…

 , Mesirow Realty Bridge Equity (MRBE will leverage its management teams deep industry relationships and 100+ years of aggregate experience, New capability benefits from Mesirow’s balance sheet strength and deep alternatives expertise, MRBE commits $25 million to its first bridge equity investment,  , CHICAGO January 25 2023, - Mesirow an independent employee-owned financial services firm today announced the launch of Mesirow Realty Bridge Equity (MRBE This new serial investment vehicle provides short-term bridge capital to best-in-class Delaware Statutory Trust (DST sponsors to fund their acquisition of first-rate commercial real estate property in anticipation of a DST syndication process MRBE recently invested…, Additional Background, A Delaware Statutory Trust (DST is a legal trust created under Delaware law in which each investor owns an undivided fractional interest in a commercial property  The DST structure allows accredited investors to purchase fractional interests in a commercial property receiving all the benefits of property ownership without any of the burdens of property management  According to Mountain Dell…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937  Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good  With capabilities spanning Global Investment Management Capital Markets and Investment Banking and Advisory Services we invest in what…

Mesirow Financial today announced the launch of Mesirow Financial Precision Retirement® a participant managed account program that is designed to enhance financial wellness and offer professional portfolio management for retirement assets Mesirow Financial Precision Retirement combines retirement planning advice and reporting proactive dynamic messaging to achieve targeted outcomes and Mesirow…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices in 21 cities we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters our…, About Financial Soundings, Founded in 2007 Financial Soundings is an SEC-registered investment advisory that created a state-of-the-art Retirement Readiness and Employee Communication platform Seamlessly integrating with dozens of leading record keepers and hundreds of retirement plan advisors nationally as a third-party independent provider the Financial Soundings’ solution effectively bridges the gap between employees…

•    Firm hires Patrick Leary as Managing Director Institutional Sales and Trading responsible for leading Mesirow’s new Structured Products group •    Role is part of firm’s strategic expansion in Florida and the Southeast initial focus on Capital Markets Wealth Management and Retirement Advisory Services, CHICAGO November 16 2021, – Mesirow an independent employee-owned financial services firm today announced Patrick Leary has joined as a Managing Director in Mesirow Institutional Sales and Trading Leveraging more than 20 years in the fixed income markets Patrick will be based in Mesirow’s established Boca Raton office and will focus on building and overseeing Mesirow’s new Structured Debt capabilities  Patrick is the…, Jeff Lew Senior Managing Director Institutional Sales and Trading and head of Mesirow’s Miami office, “Patrick brings specific skills that will broaden our ability to serve our clients” said, George Barbar Senior Managing Director and head of regional expansion, “His perspectives on global macroeconomic and bond market trends will generate deep value as we continue to develop customized differentiated financial solutions Patrick’s new role reflects our commitment to this key market as well as increasing our philanthropy and connectivity with the local business community throughout the region We are pleased to welcome him to our team” “We are excited to…, Jeff Levine Chief Operating Officer Institutional Sales and Trading, Patrick joins Mesirow from InspereX formerly Incapital where he served as Head of Trading and most recently as Chief Market Strategist and senior trader Over the course of his career which also encompasses roles at Primevest Financial and R Seelaus & Co Patrick has traded rate products corporate bonds mortgage-backed securities and municipal bonds and analyzed fixed income markets  “I am…, Patrick Leary Managing Director, “I share the firm’s deep commitment to customizing diverse financial products and services and look forward to contributing to the firm’s strong momentum”  Patrick is on the board of the South Florida Bond Traders Association Patrick earned a Bachelor of Science degree in finance and financial management services from St Cloud State University He holds FINRA Series 7 24 55 and 63 licenses , About Mesirow Institutional Sales and Trading, As part of the firm’s Capital Markets and Investment Banking unit Mesirow Institutional Sales and Trading provides sophisticated market analysis individualized service customized investment strategies and market liquidity to serve institutional investors’ unique needs With 60+ traders sales professionals and analysts aligned by fixed income sector and $174 billion in annual trading volume as of…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…

Mesirow led the $275 million financing of NASA’s Washington DC headquarters Property is owned by a partnership between Ocean West Capital Partners and Hana Alternative Asset Management Through this financing the partnership recapitalized its equity interest in the property and effectively monetized what is currently the 6th largest GSA lease in the country, CHICAGO August 15   2022, – Mesirow an independent employee-owned financial services firm announced it recently led the $275 million financing of NASA’s Washington DC headquarters at 300 E Street SW The property is owned by Hana Alternative Asset Management and managed by Ocean West Capital Partners Proceeds from the financing provided the partnership with attractive fixed rate pricing on debt to be repaid on an interest…, Nat Sager, President of Mesirow Capital Markets “We are extremely pleased by the end result and the satisfaction it provided to the client and our institutional fixed income investors” Mesirow served as Placement Agent and Administrative Agent on the financing Cushman and Wakefield also served as advisor to the borrower in shaping the loan request and brokering the ultimate engagement with Mesirow  , About Mesirow CTL and Structured Debt Products, Mesirow Credit Tenant Lease (CTL and Structured Debt Products offers clients seeking high leverage credit-backed financing a unique suite of services and access to the institutional debt capital markets Mesirow is able to support transactions and deliver certainty of execution when necessary through access to the firm’s balance sheet To learn more visit mesirowcom/ctlandstructureddebt , About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…