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Investment Team Biographies

Barney Monte
Partner
Barney is a founding member of Ozado Partners where he is responsible for sourcing, structuring and negotiating investment opportunities as well as monitoring existing investments. Prior to co-founding Ozado Partners, Barney was a Managing Director and Head of International Investment Banking at Global Hunter Securities (“GHS”), a middle market focused broker-dealer. Prior to joining GHS, Barney held various investment banking positions where he executed M&A and corporate finance transactions on behalf of clients as well as internal strategic investments and operating functions within the financial services industry. Barney began his career with HSBC Bank USA and subsequently HSBC Securities USA. Barney graduated from Skidmore College with a Bachelor of Science in Business Administration with a concentration in Finance.

Yaniv Cohen
Partner
Yaniv is a founding member of Ozado Partners where he is responsible for sourcing, structuring and negotiating investment opportunities as well as monitoring existing investments. Prior to co-founding Ozado Partners, Yaniv was a member of Credit Suisse’s Leverage Finance Origination and Restructuring group. While there, Yaniv was involved in both high yield and leverage loan transactions with aggregate value of over $3.5 billion across a broad range of industries. Prior to joining Credit Suisse, Yaniv was a senior vice president at Global Hunter Securities focusing on equity and debt-related work for emerging markets companies, predominantly in China. In his capacity as a banker, Yaniv has successfully advised both private and public companies on debt, equity, and M&A. Yaniv graduated cum laude from the University of Michigan with a Bachelor of Arts in Industrial Operations Engineering.

Lauren Kulak
Associate
Lauren is an associate at Ozado Partners where she is responsible for analyzing and executing investment opportunities. Prior to joining Ozado Partners, Lauren was a senior analyst in the consumer investment banking group at Wedbush Securities. Lauren was previously an analyst at both Madison Williams and America’s Growth Capital, investment banking firms focused on oil and gas, clean energy, technology, and business services. Lauren began her career as a valuation analyst at Huron Consulting Group. Lauren is a Level II candidate in the CFA program. Lauren graduated from DePaul University with a Bachelor of Arts in Finance and Accounting.