Our Team

Cypress’ principals all have substantial experience with major investment banking firms such as Bear Stearns, UBS PaineWebber, Oppenheimer & Co., CIBC World Markets, Bankers Trust, Houlihan Lokey, Credit Lyonnais Securities, Furman Selz, First Boston, Chemical Bank, Morgan Stanley, Deutsche Bank Securities , Wasserstein Perella, Friedman, Billings, Ramsey & Co., Kidder, Peabody & Co, Ziegler and SG Cowen in areas including mergers and acquisitions, restructuring advisory services, debt and equity underwriting, private placements and leveraged finance. Our professionals work on investment banking and advisory services commensurate with their areas of expertise and FINRA licensing.

J.T. Atkins

Managing Partner

J.T. Atkins has been an investment banker for more than 30 years, specializing in mergers and acquisitions, restructurings and bankruptcies and leveraged finance transactions. Mr. Atkins has worked for companies in many industries including, among others, business services, transportation, telecommunications, media/entertainment, manufacturing, consumer products, retailing, oil and gas, power and energy, pulp and paper, health care, food and beverage, chemicals,…..

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Kevin M. Sweeney

Managing Director

Mr. Sweeney has been an investment banker for over 25 years, specializing in mergers and acquisitions, restructurings, valuations, expert witness services and capital-raising. His clients include hedge funds, private equity firms and private and public companies. Mr. Sweeney has worked for companies in a variety of industries including business services, industrial and manufacturing, consumer products and services, technology, and media…..

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John S. Tolmie

Managing Director

John Tolmie has been an investment banker and businessman for almost 25 years. Mr. Tolmie is a Managing Director involved in all phases of Cypress’ business, including mergers and acquisitions advisory services, restructuring and bankruptcy advisory, capital raising and litigation consulting. Mr. Tolmie has worked on many of Cypress’ most high profile transactions, including Energy Transfer Partners’ acquisition of Titan…..

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James S. Redpath

Managing Director

Mr. Redpath is a Managing Director of the firm and focuses on clients in the healthcare industry. He has worked as a mergers and acquisitions and corporate finance professional since 1990. Mr. Redpath has been engaged in over 75 transactions totaling over $30 billion in value and has a varied transaction experience, including sell-side representation, buy-side advisory transactions, joint ventures,…..

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Robert A. McKee

Managing Director

Mr. McKee joined Cypress Associates as a managing director in 2010. He is based in Austin, Texas where he works with Cypress’ clients in Texas and the surrounding region. His experience includes investment banking, corporate management and new company formation.   Mr. McKee has approximately 20 years of investment banking experience, primarily in New York City with Merrill Lynch, PaineWebber…..

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Charles Samkoff

Managing Director

Charles Samkoff is a Managing Director and Head of the Mergers and Acquisitions Group at Cypress Associates. Mr. Samkoff has been in the investment banking industry for over 15 years. From 1998 until joining Cypress in 2004, he was a Managing Director in CIBC World Markets’ Mergers and Acquisitions Group overseeing the Defense/Aerospace, Communications, Consumer Growth and Industrial M&A Groups.…..

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David O. Zenker Jr.

Managing Director

David O. Zenker, Jr. is a Managing Director at Cypress. He is an investment banker, principal and advisor specializing in the conception, planning, and funding of start-up and early-stage companies whose product or service represents a paradigm shift that offers a self-evident, marked improvement over current standards. Mr. Zenker’s areas of focus include biotech, medical devices, alternative energy, and sustainable…..

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Gregory R. Brundage

Managing Director

Mr. Brundage is an Advisory Director at Cypress. He has over 30 years of investment banking experience and has been involved in the structuring and execution of transactions exceeding $17 billion, consisting of public and private equity and debt, convertible securities and various M&A assignments, in a variety of industries including media, consumer and retail products, healthcare, industrial, and technology.…..

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Christopher Kelly

Company Counsel

Mr. Kelly has been an attorney specializing in corporate law for over 30 years. Prior to joining Cypress, he was a Partner in New York City office of Proskauer Rose working primarily on hedge fund and other corporate matters. He has represented both onshore and offshore hedge funds in formation, trading, compliance, valuation, operations and other fund matters. He has…..

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Jeffrey S. Martin

Managing Director

Mr. Martin is an Advisory Director at Cypress. Previously he provided strategic and financial advice to corporations, financial institutions and professional investors during a twenty-five year Wall Street career. Mr. Martin has a broad range of transaction experience and has served clients in several industries, including media, healthcare, consumer and technology. Mr. Martin has executed, both as a principal as…..

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Jed Duncan

Managing Director

Jed Duncan is an Advisory Director at Cypress.  He has over 25 years of experience as an investment banker and leveraged finance professional, serving middle market companies and private equity sponsors. Over the course of his career, he has led teams that have closed nearly 100 transactions with an aggregate value of over $15 billion in the business services, consumer,…..

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George D. Tongring

Managing Director

Mr. Tongring is an Advisory Director at Cypress. has over 45 years of banking experience in marketing, leveraged finance, workouts, and commercial lending. Mr. Tongring joined Cypress from Fleet Capital in 2003. At Fleet Capital, Mr. Tongring was Senior Vice President and Senior Marketing Officer, focusing on leveraged buyouts, restructuring and re-finance in the $25M to $250M range. Recent transactions…..

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Tracy Yun

Managing Director

Ms. Yun is an Advisory Director at Cypress. She has over ten years of experience in investment banking, restructuring, bankruptcy and litigation advisory. Previously Ms. Yun was a member of the Mergers & Acquisitions group of CIBC World Markets. Her transaction experience encompasses sellside auctions, sales of private firms and subsidiaries, buyside mandates, minority squeeze-outs, affiliated party, going private and…..

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Angelica Lai

Principal

Angelica Lai is a Principal at Cypress Associates. Ms. Lai has a broad range of experience in mergers and acquisitions analysis, restructuring and bankruptcy advisory assignments, private placements of debt and equity and litigation consulting. Ms. Lai is a skilled practitioner of technical implementation of various valuation methodologies and leveraged acquisition models and projections.   Ms. Lai has worked on…..

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Zachary Schneweiss

Vice President

Mr. Schneweiss joined Cypress following his graduation from Colgate University where he received his B.A., Cum Laude, in Economics. He had previously interned at Point 72 Asset Management, a Stamford based hedge fund and at Cypress prior to his full time employment...

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Anthony Khalife

Associate

Mr. Khalife is an Associate at Cypress Associates. He received his B.A. in Mathematical Economics from Colgate University, where he was also a member of the football team. He worked at Tradeweb Markets prior to joining Cypress.   Mr. Khalife has worked on a number of litigation consulting cases as well as assisted on a range of transactions spanning the…..

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Giannis Louka

Analyst

Mr. Louka is an Analyst at Cypress Associates. He graduated from Lehigh University where he received his M.S. in Financial Engineering and B.S. in Industrial Engineering. Prior to joining Cypress, he interned at Morgan Stanley...

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