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Bancroft Capital Expands Its Suite of Banking Services With A New Investment Banking Team

Posted: May 25, 2023

Bancroft Capital, a certified Service-Disabled Veteran-Owned Small Business (SDVOSB) specializing in Institutional Brokerage and Capital Markets services, announced the expansion of its banking services with the addition of a new Investment Banking Team.

The team of Jason Diamond, Head of Investment Banking; Rob Malin, Managing Director; Kyle Hansen, MD, Advisor; and Josh Goodman, Senior Associate, brings 60-plus years of combined experience in Investment Banking to Bancroft’s already-seasoned suite of services.

“Jason Diamond and Rob Malin bring more than 55 years of investment banking experience and the credibility and respect of accomplished investment banking professionals,” said CEO Cauldon Quinn. “We are humbled to welcome Jason, Rob, Josh and Kyle as important additions to an already strong banking team. The addition of services that they can offer will substantially improve the breadth and quality of the banking services Bancroft is capable of delivering our customers. By offering yet another suite of services to our clients, we can ensure continued success – which translates to more opportunities for service-disabled veterans to develop a skill set capable of supporting a new career as Institutional Traders and Investment Bankers through our Veteran Training Program.”

 Head of Investment Banking Jason Diamond brings 30-plus years of industry experience to Bancroft Capital Previously, he served as Head of Investment Banking at both Spartan Capital Securities (4 years) and Drexel Hamilton (6 years), where he specializeS in transactions for both public and private companies including initial public offerings, uplistings, registered direct equity offerings, private placement of debt and equity, and buy-side and sell-side M&A.

Jason has held various positions in investment banking, equity research, and institutional bond trading throughout his career. He has been named a 5-star analyst in the Zack’s All-Star Analyst Survey four times and has completed the Kellogg School of Management’s Finance for Executives Program.

Managing Director Rob Malin comes to Bancroft from Spartan Capital Securities where he served as Managing Director of Investment Banking. He and fellow Bancroft Investment Banking team member Jason Diamond built a de novo investment banking business at Spartan and consummated over 80 capital markets transactions in under 4 years. He brings more than 25 years of experience in the field to his new position, having held previous positions with WR Hambrecht + Co., Nasdaq and Nasdaq Private Market, Liquidnet, Credit Suisse, Barclays, and Lehman Brothers. Rob earned his MBA from Duke’s Fuqua School of Business and his undergraduate degree in government from Dartmouth College.

Dr. Kyle Hansen currently practices medicine in Milwaukee, WI where he serves as president of a private practice. In addition to maintaining his medical practice, he advises Bancroft Investment Banking on biotechnology and medical due diligence matters, and deal placement. Previously, Dr. Hansen has held positions as Managing Director at Spartan Capital Securities, and as Senior Medical Advisor at Drexel Hamilton, Cohen & Company Capital Markets, and Capstone Investments. Dr. Hansen received his medical degree from The Chicago Medical School and completed his residency training in Emergency Medicine at the Medical College of Wisconsin in 2003. He is also a retired U.S. Army Major who served in Iraq.

Senior Associate Josh Goodman graduated from Southern Illinois University in 2018 completed his Master of Finance at DePaul University in 2021.

Prior to joining Bancroft, Josh was an Investment Banking analyst at Spartan Capital Securities where he worked transactions for both public and private companies including initial public offerings, uplistings, registered direct equity offerings and private placement of debt and equity.

“The Investment Banking Team and I are delighted to join Bancroft’s robust capital markets platform, where we can leverage our middle-market banking expertise and relationships to drive incremental revenue and deliver new opportunities for the firm’s clients, partners, and employees,” said Jason. “Additionally, we are proud to support Bancroft’s mission to provide training and opportunities for veterans who have sacrificed for our country to protect our freedom.”

Bancroft Capital was co-founded in 2017 by Cauldon Quinn, a disabled Navy veteran. His vision was to build a company with a strong commitment to service: service to clients, country, and veterans. Bancroft places financial industry veterans alongside military veterans to deliver value-added content to its clients; and strives to offer best-in-class service to its institutional clients across an array of financial services. Bancroft rises above the competition on the merit of value-added content and leadership derived from industry veterans with 40-plus years of industry pedigree.

Committed to offering meaningful training and employment to service-disabled veterans, Bancroft Capital launched its signature Veteran Training Program (VTP) in 2019. Bancroft funnels profits, earned through its hard work and extensive knowledge, into the VTP, which puts disabled veterans in a position to develop a skill set capable of supporting a new career as Institutional Traders and Investment Bankers. Bancroft is dedicated to helping restore disabled veterans to their rightful place as leaders in our society and communities, but first and foremost as providers for their own families.

Bancroft aims to offer paid opportunities to up to four VTP candidates each year. Candidate training includes a rotation among the five business units Bancroft operates and an introduction to back office and operations functions, sales trading and compliance while participating in the VTP.