- David Bonrouhi, Managing Director
- Andre Stokes, Managing Director
- Leslie Lum, Vice President
- Brandt Blanken, Principal
David Bonrouhi, Managing Director
David Bonrouhi has over 15 years of investment banking and private equity experience. David began his investment banking career at Merrill Lynch in New York in the mid 1990's where he worked on a number of M&A transactions, IPOs, private placements, high yield debt offerings and leveraged loan transactions in the media and telecom industries. David later worked in private equity and venture capital for UnionBanCal Equities, where he co-managed Union Bank's $200 million portfolio of private equity investments in middle market companies in a wide range of industries, including consumer products, industrial manufacturing, business services, technology/internet/new media, telecom, publishing, radio and TV broadcasting, towers, energy and real estate. In this capacity, David was a Board member of several portfolio companies. David also founded a financial consulting firm, Blue Line Capital, and he previously spent two years as a VP with Hunter Chase, a real estate private equity firm.
David began his career as a CPA and tax consultant with Price Waterhouse in New York. David holds Series 7, 63 and 79 licenses with Fallbrook Capital Securities Corporation, the parent company of Calabasas Capital. David is a licensed California CPA and a licensed California broker.
David has an MBA in Finance and Entrepreneurial Studies from UCLA's Anderson School of Management; and a Masters in Tax and a B.S. in Accounting from Miami of Ohio. David is active in the Los Angeles community with such organizations as Temple Isaiah, Guardians, VICA, Gold Coast Business Forum, the Anderson Private Equity Alumni Association, Provisors, Association for Corporate Growth, LAVA, Bruin Professionals, and the California Restaurant Association.
David is originally from Buffalo, NY and currently lives in Marina Del Rey with his wife and two sons.
Andre Stokes, Managing Director
Andre Stokes has over 15 years of investment banking, business strategy and corporate development experience. He was most recently at Credit Suisse in New York where he advised media and telecom clients on a number of debt and equity financings and M&A transactions. During the course of his career, Andre advised clients on over $8 billion in transactions, including leveraged buyouts, minority investments, recapitalizations, IPOs, follow-on equity, bank debt and high yield debt offerings. At Bear Stearns, Andre worked in New York and London and as a member of the M&A group, he focused on identifying LBO opportunities for private equity sponsors. He was also responsible for financial sponsor relationships while at Ladenburg Thalmann, a middle market focused investment bank. Andre has advised clients in a variety of industries, including business services, cable TV, credit card processing, Internet, media, telecom and wireless infrastructure. He also founded Ophidian Advisors, a financial advisory and consulting firm and previously was co-head of the merchant credit card processing practice at First Annapolis, a boutique consulting and M&A advisory firm.
Andre is a former naval officer, where he served as a surface warfare officer aboard the USS Charleston and led as many as 75 personnel. He later became a naval civil engineer corps officer, where he served as a contracting officer and managed construction projects for the navy and marine corps. Andre holds Series 7 and 79 licenses with Fallbrook Capital Securities Corporation.
Andre has an MBA with a focus on finance and strategy from Harvard Business School and a Bachelor of Science in Mechanical Engineering from the U.S. Naval Academy. He is active in numerous Los Angeles area organizations, including Association for Corporate Growth, Harvard Business School Association of Southern California, Provisors, SoCal Military Vets, Turnaround Management Association and U.S. Naval Academy Alumni Association LA Chapter.
Leslie Lum, Vice President
Leslie Lum has over 15 years of experience as a senior finance executive with an emphasis in real estate finance, distressed real estate acquisition and business development. She began her career as an Investment Banker by focusing on venture capital and private equity in Los Angeles and currently holds her Series 79, and 63 securities licenses. She has also been a California licensed real estate sales agent since 2004.
Leslie has worked in a consulting capacity with some of the most prominent regional and national private equity firms, institutional funds, national banks and high net worth individuals, which include members of the Forbes 400 across the United States. Leslie started her career at Bear Stearns in Century City, CA and she has owned or been a partner of several successful companies that include a distressed real estate investment fund and a boutique mortgage lending company in Los Angeles, CA.
Leslie is a graduate of the University of Southern California Marshall School of Business, graduating on the Deans List. She is originally from Long Island, NY and currently lives in Los Angeles, CA. She is active in various Los Angeles area organizations, including University of Southern California Alumni Association and has recently been nominated for an award of recognition regarding her humanitarian efforts to help abused, wild animals by The California Department of Fish and Game.
Brandt Blanken, Principal
Brandt Blanken is principal of Calabasas Capital and founder and President of Fallbrook Capital Securities Corporation. Brandt has over 17 years of experience in the financial services industry in the areas of real estate, energy, entertainment and tax credits.
Brandt holds Series 7, 24, 3, 63, and 79 securities licenses with Fallbrook Capital Securities Corporation.
Brandt is a graduate of The George Washington University and lives with his wife and children in Calabasas, CA.