OUR COMPANY
FOCUS AREAS & VENTURES
Financial Services
Media / Entertainment / Social Media
Healthcare / Bio-tech / Life Science
Specialty Finance
Energy / Clean Tech
Technology
Hospitality
Commodities / Natural Resources
OUR PHILOSOPHY
Pelican Point’s principals are trust, passion, creativity, and results. Our firm finds its success directly and indirectly investing and by being entrusted by our clients, 3rd party investors, lenders, advisors and other participants in the investment and lending community. This trust provides us access to the relevant players and top class ideas available in the market. Given our philosophy and the stage of growth that many of our clients are in, we are open to being creative in how we are compensated and will seek a way to be aligned with our clients. We are comfortable and fond of the notion that our success comes in line with our clients.
PHILANTHROPY
Our Partners have supported the following charitable and non-profit organizations that have the hopes of bridging income gaps, eradicating extreme poverty, enabling the poor and needy through education, sanitation initiatives, expanding hopes & minds and developing talent no matter where it stems from. Our success reminds us of the need to support our communities, causes dear to each of us, initiatives for change and betterment that exist locally and globally. Where we have been fortunate enough to afford comfort, safety, health so many more worry about basic needs.
OUR SERVICES
- Bridge / Mezzanine Financing – Debt Placement
- Advising & Structuring in JV Vehicles
- Corporate Advisory
- Loan Origination
- Real Estate Investment JV Vehicles
- Capital Formation / Fund Raising
OUR PRODUCTS & CAPABILITIES:
- Asset Purchases / Sales
- Business Acquisitions / Sales
- Roll-up strategies
- Leverage (Asset Based, Lines of Credit, Receivable Linked, Real Estate Secured and Other Bespoke Financing that can be both Secured and Unsecured)
- Strategic Advisory in Organic Growth & Inorganic Growth Opportunities
- Risk Off-lay Structures & Insurance / Re-insurance
- Risk Partnering & Sharing Structures
- Capital / Risk Planning and Allocation
- Referral Structures
- Bridge Financing for Growth Companies with Private or Public Take-Out Potential
- Co-Investment or Direct investment with Partners Capital
SAMPLE DEALS DONE BY OUR PARTNERS
- Options Group International, LLC – Co Founder, Co President, CFO –One of leading global executive search consulting firms focused on financial institutions.
- $500 million term leverage and liquidity line for a global leading hedge fund (by AUM) allowing 20+ various investment focus funds under the manager to access bridge liquidity, leverage for approved strategies and provide gearing in funds portfolio’s to achieve performance targets all secured by each funds own equity.
- Paradise Multimedia Inc., – CEO/Chairman – design, manufacture and distributor of networking and multimedia products, internet set boxes, sold the company to a Singapore based conglomerate.
- Agama, Inc. – Partner – With 3 other partners conducted a management buyout of a publicly held company and transitioned into mergers and acquisitions of networking and emerging technology companies, leading to roll-ups and consolidation of particular sectors within technology.
- USD 750 Million secured loan structure providing a leading global investment bank access to term liquidity under repurchase agreement like protections to finance structured products, mortgages and other debt securities for multiyear term.
- 200 million re-insurance structured product sold to private investors allowing a US national insurance company to reduce capital allocation to a profitable but concentrated and growing business line.
- Swap & Derivatives portfolio novation with Large US Money Center Bank.
- Pacific Rim Entertainment, Inc. – CEO/Chairman – a primetime animation Production Company with offices in Beverly Hills, Manila, Philippines and Shenzhen, China. Sold assets to Disney, Tele-mage France and CBS Canada.
- Paradise Multimedia Inc., – CEO/Chairman – design, manufacture and distributor of networking and multimedia products, internet set boxes, sold the company to a Singapore based conglomerate.
- Pelican Point Media, LLC – Is an affiliate of Pelican Point Investment Group. Our executive and management team, collectively,
has over 30 years of experience in banking, finance, entrepreneurship, media and entertainment.
We have multiple strategies in regards to the filmed entertainment space
and work in various budget ranges - Golden Gate Media, LLC – Has partnered with Ike Suri to finance films with budgets in the $2 million to $15 million range.
- Raise of LP capital for a SBLC fund making traditional private equity investments from Bank and Non Bank investors (conducted via FDX Capital and its independent sales agent Adam Chaudhary)
- Sports Finance – NFL Concussion settlement lending to players involved in the NFL Settlement.
- Strategic merger and investment into a software company focused on software optimization company with clients such as IBM, Samsung, global investment banks and major server companies.
- Financed Print & Advertising (P&A) budgets for Hollywood films.
- 100% acquisition of fin-tech and fin- services company, Fundingshield, focused on fraud and risk-mitigation in the mortgage closing process with top 10 banks.
Portfolio
NEWS
Pelican Point Capital Merchant Bank – Announces the formation of Golden Gate Media in partnership with Cassian Elwes.
Newport Beach, CA (April 28, 2015) – Pelican Point Capital Partners, LLC., through its media arm Pelican Point Media, LLC., (“Pelican”) is pleased to announce the formation of Golden Gate Media, LLC., in conjunction with prolific Hollywood Producer Cassian Elwes....
PELICAN POINT CAPITAL PARTNERS, LLC., ANNOUNCES DAN E. STOICA JOINS ITS ADVISORY BOARD FOR ROMANIAN & EASTERN EUROPEAN OPPORTUNITIES.
Newport Beach, CA (February 3, 2015) – Pelican Point Capital Partners, LLC., Dan joins the Pelican advisory team focusing on Eastern European and specifically Romanian opportunities on the NPL market and International Funding Structures. For more than 25 years Dan has...
PELICAN POINT CAPITAL PARTNERS, LLC., ANNOUNCES DAVID PINTOR SORIA JOINS ITS ADVISORY BOARD FOR SPAIN AND CONTINENTAL EUROPEAN OPPORTUNITIES
Newport Beach, CA (January 17, 2015) – Pelican Point Capital Partners, LLC., David joins the Pelican advisory team driving connectivity and deal flow within Continental Europe & specifically Spain for various real estate and other structured finance opportunities....
Pelican Point Capital Partners, LLC., Announces Gene Shen Joins Its Advisory Board for China and Indo-China Cross Border Opportunities | Business Wire
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Pelican Point Capital Partners, LLC., announces the appointment of Gene Shen as Senior Adviser to its board. Gene is the Chairman of China Bridge Ventures, a Shanghai-based advisory firm focused on delivering a strategic...
Pelican Point Capital Partners Acquires Rights for The Letters – Mother Teresa Biopic (Exclusive) | Business Wire
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Pelican Point Media LLC, the entertainment arm of Pelican Point Capital Partners LLC, has acquired global distribution rights to The Letters, a dramatic biopic that explores the life of Mother Teresa through letters she wrote to...
Pelican Point Capital Partners, LLC., is Pleased to Announce That Sean Mulhearn, a Veteran Global Head of Commodities Businesses at Numerous Bulge Bracket Banks, Joins Its Advisory Board as an Adviser in Its Global Commodities Efforts | Business Wire
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Pelican Point Capital Partners, LLC., announces the appointment of Sean Mulhearn as an adviser to its board. “Sean’s global perspective and leadership of various commodities businesses at global powerhouses such as ANZ,...
Pelican Point Media Co-Finances Cabin Fever Remake with Ike Suri as Executive Producer on the Eli Roth & Cassian Elwes Project | Business Wire
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Pelican Point Capital Partners, through its newly formed media subsidiary Pelican Point Media, LLC, has teamed up with critically acclaimed Producer Cassian Elwes (Dallas Buyer’s Club, The Butler, Lawless, Margin Call),...
Pelican Point Media Co-Finances Cabin Fever Remake with Ike Suri as Executive Producer on the Eli Roth & Cassian Elwes Project | Business Wire
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Pelican Point Capital Partners, through its newly formed media subsidiary Pelican Point Media, LLC, has teamed up with critically acclaimed Producer Cassian Elwes (Dallas Buyer’s Club, The Butler, Lawless, Margin Call),...
Pelican Point Capital Partners, LLC., Announces an Increased Majority Ownership Stake in FundingShield LLC with a Growth Strategy Being Led by Adam J. Chaudhary | Business Wire
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Pelican Point Capital Partners, LLC., announced that it has further increased its ownership stake in FundingShield LLC, a financial technology firm focused on risk mitigation in mortgage closing protection letters (CPLs). The...
Pelican Point Capital Partners, LLC, is Pleased to Announce the Appointment of Marvin Miller as General Counsel & Managing Director | Business Wire
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Pelican Point Capital Partners, LLC, announces the appointment of Marvin Miller as General Counsel & Managing Director. “Marvin brings with him extensive legal experience in structured finance/business transactions that will...
OUR TEAM & PARTNERS
IKE SURI
Chairman / CEO
- Ike Suri is currently the Chairman and CEO of Pelican Point Investment Group LLC (“PPI”), a boutique Private Equity & Merchant Bank in Newport Beach, California. He also serves as the Chairman of Fundingshield, LLC, a loan level fraud prevention company for handling the funding process which mitigates fraud perpetrated by closing agents. Prior to PPI, Ike was the Co-CEO and Co- Founder of Pelican Point Capital Partners, LLC for three years. . He also has served as a CEO, Chairman, board member and adviser to private and public companies and continues to advise companies as an adviser, principal & owner/operator. Ike is a “serial entrepreneur” and founding charter member of The IndUS Entrepreneurs (TiE- South Coast). He served as a board member of Trilennia Group, a mid-market merchant banking firm and a member of the Turnaround Management Association (TMA). Ike is a Co-Founder and was Co-President and CFO for Options Group, a leading Wall Street-based executive search and consulting firm with offices in 11 countries. Ike served as CEO and Chairman of Paradise Multimedia, Inc., a spin-off acquired from Phillips Corp. of NA. He also served as Chairman and CEO of Pacific Rim Entertainment Inc., a prime-time animation production company of which he sold select assets to Disney.
- Ike originated structured and integrated acquisitions in 6 technology consolidation/roll-ups in the networking spectrum and related industries. From networking technologies in Ethernet, Token Ring, switches, routers, fiber optic codecs (applications) and wireless synthesizers, his team acquired these companies from companies such as Raytheon, Rockwell Network Systems, Westinghouse, Meret Optical, Sciteq, Relialogic and Phillips.
- He was part of a leadership team for acquisitions that helped build Sorrento Networks. Sorrento Networks reached a market capitalization of approximately $1.6b as a listed Nasdaq company. Ike was instrumental in helping the company acquire 8 companies in the roll-up strategy and further spun off 2 subsidiaries as separately listed public companies called Entrada Networks & DPI.
- Ike is also Managing Director of Azemuth, Inc., a Suri family office making principal investments since the mid-1990’s. His primary focus has centered in building enterprise value via investments and by Mergers & Acquisitions. He has a long history of working with leading organizations across various industry sectors including Financial Services, Real-Estate, Information Technology, Med-tech, Health Care, Food and Beverage and Social Media.
- Ike attended Delhi University’s Sri Ram College of Commerce and further completed Undergraduate and Graduate course work in Finance and Marketing at Rutgers University.
ADAM J. CHAUDHARY
President
- Adam J. Chaudhary is currently the President of Pelican Point Investments Group LLC (“PPI”), a boutique Private Equity & Merchant Bank in Newport Beach, California. He also serves as the President of Fundingshield, LLC, a loan level fraud prevention company for handling the funding process which mitigates fraud perpetrated by closing agents, compliance with state closing requirements and adherence to regulations. Prior to PPI, he was the Managing Director for Pelican Point Capital Partners, LLC., Vice President at Royal Bank of Scotland (RBS) responsible for US Dollar structured funding and managed the cross asset solutions team. In these roles, he developed and executed secured borrowings and capital solution products and oversaw the development of interest rate, FX, equity, credit hedging and alpha products for banks, insurers, hedge funds and specialty finance companies. At RBS, he also conducted the successful workout and renegotiation of a USD 9 billion loan portfolio while living between London and New York and also worked with Her Majesty’s Treasury risk consultants in defining the scope and need for portfolio insurance products.
- Previously, Adam was a trader in the Fund Derivatives Group at Greenwich Capital where he risk managed a USD 5 billion portfolio of loan and derivative products secured by fund equity for global hedge funds & fund of hedge funds. He was Summer Analyst at Goldman Sachs in the Fixed Income Currencies and Commodities Division on the structured credit correlation marketing and structuring team. Adam also served as a project manager for GreenPoint Credit, a sub-prime mortgage servicer focused on chattel and manufactured housing loans, where he developed cost analysis models used by the then treasury team and head of securitization.
- Adam is an avid fan of global music and a percussionist by hobby and has begun to take steps to combine these passions with charities including Development in Literacy (DIL) which promotes increasing literacy rates and women’s education in Pakistan. Adam holds Series 7 and 63 licenses from FINRA and obtained a Bachelor of Science in Finance and International Relations from Bentley College in Waltham, Massachusetts. He has also obtained certificates in credit products & derivatives from the New York Institute of Finance.
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CONTACT US
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Suite 710
Newport Beach, CA 92660
New York Office:
850 3rd Avenue
New York, NY 10016
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Newport Beach, CA 92660
New York Office
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