Deutsche Bank Alumni Form Meridian Asset Finance LLC

Washington, DC (PRWEB) July 18, 2011

Meridian Investments, Inc. ( announced today the formation of a new company, Meridian Asset Finance LLC to be led by Rob Martorano, former Americas Head of Deutsche Bank Securities’ Asset Finance and Leasing Group.

Mr. Martorano, age 46, a corporate finance professional for over 25 years, has structured and arranged several billion dollars of domestic and international transactions in energy (including renewable), medical, transportation, food, manufacturing, technology infrastructure and real estate industries. Prior to joining Deutsche Bank, Rob was a manager at Ernst & Young. He is a Certified Public Accountant and holds a Bachelor of Science (BS) degree from Villanova University.

Joining Mr. Martorano at Meridian Asset Finance will be former Deutsche Bank colleagues, John Ulrich and Gennaro D’Agostino.

John Ulrich, age 42, brings 14 years of experience with Deutsche Bank Securities’ Asset Finance and Leasing Group. During this time he arranged and advised on a variety of both domestic and cross-border corporate lease structures. Clients have ranged from multinational industrials, to high technology firms, to renewable energy developers. Most recently John advised on restructuring and monetizing LILO/SILO cross border lease structures. He previously worked with the real estate group of the Long Term Credit Bank of Japan. John holds an MBA from Columbia Business School and a BS from Trinity College.

Gennaro D’Agostino, age 38, was responsible for structured and equity related investments and advisory services made and offered by Deutsche Bank Securities’ Asset Finance and Leasing Group in the Americas, with a particular focus on alternative energy. Gennaro joined Deutsche Bank in 1997 and has financed or invested over $4 billion across a wide variety of assets, including power and renewable energy projects. Previously, he worked in asset and private wealth management with over $30 billion in assets under management for pension and offshore investment funds. He holds an MBA and a Bachelor of Science in Finance and International Business from New York University, Stern School of Business.

John Boc, Meridian’s Co-Founder, Chairman and CEO, said: “We are very pleased to attract this extremely experienced, talented and respected investment banking team. They were highly sought after by a number of investment banks and we feel very fortunate they have chosen to join the Meridian boutique platform of companies to help us manage and grow our Wall Street and corporate institutional relationships."

In addition to being CEO of Meridian Asset Finance, “Rob will serve on the Executive Management Committee for all the Meridian Companies,” said Jack Casey, Meridian Co-Founder, Vice Chairman and COO. Martorano’s team will work with Jerry McDermott, President of Meridian Investments, Inc Broker-Dealer in Washington, DC on tax credit equity public-private institutional partnerships, and with Chris Moakley, CEO of Meridian Clean Fuels based in Minneapolis, MN.”

Mr. Martorano said: “We were flattered and humbled by the many meaningful offers made to us by former clients and Wall Street member firms. We have prior experience with Meridian’s institutional tax credit client base and we feel our corporate finance and leasing experience will help Meridian increase their product offerings to their Fortune 500 institutional client base."

John Ulrich said: “Meridian is eager to expand into the institutional leasing space and they were very aggressive in offering us an open field to realize substantial new product opportunities that we see today and in the future."

Gennaro D’Agostino said: “We believe our structuring expertise, energy experience, specifically within the alternative energy space, and relationships with family offices and wealth advisors offer a very complementary and unique cross-selling opportunity to Meridian’s substantial institutional client base."

Meridian Investments specializes in public-private institutional tax credit products, including low income housing, new market credits, wind energy tax credits, solar energy credits, renewable and many government-sponsored private sector partnerships. Meridian’s client and advisory engagements include major money center banks, insurance companies, utilities and leading high technology and software companies including Microsoft Corporation and Google.

About Meridian Investments, Inc. ( 
Meridian Investments, Inc. was established in 1981 as an NASD Broker/Dealer licensed to sell direct participation programs and other forms of securities. Meridian is a national leader in placing corporate investors in the following tax-advantaged investments codified by the IRS: Affordable Housing (§42); Historic Rehabilitation (§47); Alternative Fuels (§29); Renewable Energy (§45); Like-kind Exchanges (§1031); New Markets Tax Credits (§45D); Tax Credit Remarkets. The Meridian Companies have serviced over 200 institutional and Fortune 500 clients, placing in excess of $15 Billion of institutional tax credit equity.



Since its inception in 1986, the Low Income Housing Tax Credit (LIHTC) program has helped meet U.S. affordable housing demands by stimulating the production of nearly 2.4 million affordable homes and supporting an estimated 95,000 jobs annually.


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