Carter Terry and Company

Institutional Financing

Our dedicated Institutional Investment Team specializes in advising and raising capital for small to mid-sized companies. They focus on both private and public entities that need additional capital to maximize their business activities. With over 20 years of experience, the primary objective of our team is to create beneficial solutions for the investors and companies we serve. Services include:

  • Equity and Debt Private Placements
  • Registered Direct Offerings
  • Bridge Financing
  • Mergers and Acquisitions
  • Leveraged Buyouts
  • Restructuring
  • Recapitalization
  • Asset Sales and Divestitures
  • Fairness Opinions

For more information, please contact Adam Cabibi at acabibi@carterterryco.com.

Selected Transactions

Adam Cabibi

Mr. Cabibi serves as Managing Director. He brings 30 years of experience to the oversight of all structured financing activities and Portfolio Construction. From 2005 to 2010, he was also the general partner of a proprietary hedge fund called Icon Capital Partners LP, which was a micro-cap fund with a concentration in Private Equity transactions. Adam has collectively banked or participated as a principal in over 300 Private transactions and raised more than $1 Billion in debt and equity. Mr. Cabibi spent seven years with Deutsche Bank where he focused on servicing and advising middle market institutional funds, corporations, family offices and Defined Benefit plans. Mr. Cabibi has had significant success in larger structured derivative transactions and is co-responsible for the introduction and launching of Deutsche Bank's Private Placement Insurance program. During his ten-year career at Bear Stearns he focused on concentrated equity positions as a risk management for high net worth asset allocation. Mr. Cabibi was an Electrical Engineer from the Georgia Institute of Technology and graduated with Cum Laude honors and a Bachelor of Business Administration in Finance from Georgia State University.

Daniel Spine

Daniel serves as Director and Mining and Materials Strategist for the Investment Banking division at Carter Terry. Bringing more than 30 years of market expertise, Daniel’s understanding of investments began with hands-on experience starting in 1984 as a floor reporter on the American Stock Exchange and later working for Drexel Burnham Lambert & Co.’s floor operations there. He later formed Diversified Equity Investments, LP, a long/short small-cap. hedge fund for which Daniel served as Managing Partner and Chief Investment Officer from 1999-2010. During this time, Daniel developed an expertise in analyzing and investing into energy, mining and materials companies, which allowed Diversified Equity to achieve a cumulative 357% return from 1999-2007, a greater than 20% CAGR. In 2012 his credentials in the mining sector led him to be tapped as the initial CEO of Alabama Graphite Corp., A TSX-listed mining exploration company where he served until December of 2015. Daniel graduated Summa Cum Laude with a Bachelors in Business Administration (Finance) from Georgia State University and is a member of Beta Gamma Sigma and Phi Kappa Phi and has a Masters in Business Administration from the University of Georgia (’99).

David Frommer

Mr. Frommer joined Carter, Terry & Company, Inc. in 2012 and brings 30 years of structured and institutional financing experience to the firm. Mr. Frommer spent 4 years structuring and placing PIPE transactions at Hartsfield Capital Securities. Prior to Hartsfield Capital, Mr. Frommer spent 4 years at Global Capital Advisors serving various functions in their private placement group. In 1993, Mr. Frommer was a Vice President at Josenthal Lyon and Ross, a NYSE member firm and worked with high net worth individuals. From 1989-1993 Mr. Frommer was an account executive with Bear Stearns, servicing high net worth clients in equities and asset management. Mr. Frommer began his career in 1987 at Thompson Mckinnon Securities as an account executive.

Robert Eramian

Managing Director, AGCM Financial LLC. Mr. Eramian’s duties include the structuring and sale of Private Placement transactions. Mr. Eramian works closely with Private Family Offices, Hedge Funds and Investment Advisors. Additionally, he advises companies how to prepare themselves to enter the capital markets.

2002 – 2005 National Sales Manager for Philadelphia Financial Group, a wholly owned subsidiary of Phoenix Insurance (PNX- NYSE) the leader in private placement contracts. Specialized in contracts, which included alternative investment vehicles. During Mr. Eramian’s tenure, PFG’s Separate Accounts grew from approximately $800 Million to in excess of $2.5 Billion. Firm was recently acquired by Blackstone. Prior to that, Bob was charged with launching a Private Placement program for Deutsche Bank. He researched and evaluated prospective vendors, established private placement programs and worked with Advisors throughout the Deutsche Bank and Bankers Trust’s Private Bank systems. These offering were designed exclusively for the high net worth clients. N.I.C. - Was Co-Founder and First Chairman of N.I.C., the preeminent conference for the long term care and senior living industry in the United States for nearly 25 years. N.I.C. was designed to match capital with operators.

From 1994 – 2000. Mr. Eramian served as the CEO of Iatros Healthcare Corp, a publicly traded Assisted Living company. Responsible for growing a small, publicly traded, health care company with one facility and a negative net worth to over 50 facilities and a market capitalization of approximately $250 Million in two years.

Bob began his financial career at Bear Stearns in 1983. He focused on fixed income, special situations and bankruptcy restructuring. Created two new business lines (healthcare and senior living) for large corporate client through Merger & Acquisitions.

Mr. Eramian received his BA Merrimack College in 1966, MA Dayton University in 1967, PhD/ ABD Emory University in 1980, where he also taught. He was selected as a US Scholar to Greece at the Institute of Balkan Studies in 1980. He also studied at Harvard University, Boston University, Universidad Jaime Balmes, Mexico and Universitat Wien in Vienna, Austria.

Chris Georgia

Chris Georgia serves as Chief Investment Officer at Carter, Terry & Company. He brings 22 years of experience in securities analysis, investment management and investment risk oversight having worked in a variety of capacities. Chris spent the last 11 years at U.S. Trust where he held the titles of Portfolio Manager, Regional Investment Executive and Division Investment Executive. In his divisional role, he was responsible for $5.5 billion of investment management and trust assets for HNW families and institutional investors.

Prior to Joining U.S. Trust, Chris spent four years as a Regional Manager for the Alternative Investment Group at UBS working closely with financial advisors to position alternative investments into high net worth and institutional investment portfolios. His experience resulted in significant knowledge of alternative investment strategies including private equity, leveraged buyouts, mergers and acquisitions, distressed debt, capital structure arbitrage and traditional long/short hedge funds among others.

Chris began his career as a broker at Bear Stearns & Co. (1993-1996) serving middle market institutional as well as HNW investors.

Chris’s extracurricular activities included serving on a variety of governance committees and contributing to a multitude of enterprise level initiatives, pilots and projects as a managing member or executive sponsor.

Chris Graduated with Cum Laude honors and a Bachelor of Business Administration in Finance from Georgia State University. He is a CFA Charterholder of 15 years and member of the CFA Institute and Atlanta Society of Finance and Investment Professionals.

Robert Takacs

Mr. Takacs joined Carter, Terry & Company, Inc. in 2012 to generate institutional sales and placements for the private equity division. He serves as business development partner and develops relationships between institutional investors and corporate clients. Prior to joining Carter, Terry & Company, Inc., he worked for Wachovia Securities where he developed corporate services in the area of deferred compensation and 401-K plans. During his tenure at Deutsche Bank, he managed in excess of $100 million in client assets focusing on developing corporate services in the areas of deferred compensation programs and corporate cash. While at Lehman Brothers he served high net worth individuals while concentrating on middle market institutional trading and asset allocation. Mr. Takacs is a graduate from Kent State University with BA in Political Science. He also received his Masters International Management from American Graduate School of International Management.